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Configure Options

This section contains the following topics:

Transaction

This topic describes how to use the Transaction option to configure the default SAP transaction related recording and runtime settings.

Note: If you have configured Control Panel and you are unable to update the settings in Process Runner Excel Add-in, contact your Control Panel administrator. For more information about how to edit the settings in Control Panel, see Innowera Control Panel Help.

To configure options on Transaction tab,

  1. In Process Runner Excel Add-in, select Tools > Options. The Options window is displayed.
  2. On the Transaction tab, in the Transaction Settings section, select one of the following options:

    • Use Standard RFM: Indicates that standard RFM methods of SAP are implemented in Transaction technology for all the SAP Systems.
    • Use Extended RFM: Indicates that the customized RFM methods of insightsoftware are implemented in Transaction technology for all the SAP Systems. For the name of the function that you must enter in Name of Extended Function , for further assistance, please create a support case on Salesforce.
  3. To transform the messages that SAP returns in Process Runner Excel Add-in to custom messages, in the SAP Return Message Settings for Transaction and RFM/BAPI section, select the following options:
    • Active: Indicates that the message that SAP returns is activated.
    • Suppress: Indicates that the corresponding SAP-returned message is suppressed.
    • Display this message in Excel: Indicates the custom message that is displayed when the ID and message number matches.

    When Process Runner Excel Add-in encounters the message ID that must be transformed, the custom message is displayed instead of the original message. The following details are also displayed.

    • Id: Displays the SAP message ID that Process Runner Excel Add-in should look for.
    • No: Displays the SAP message number that Process Runner Excel Add-in should look for.
    • Status: Displays the status that is displayed when the ID and message number matches. For example, error message or information message.
  4. If the message you want to customize is not listed in the table, you can add the message by entering the ID, number, return message, and status. The values can be found in the status and log column after the file is run.
  5. In the Advanced Transaction Settings section, select the following options:
    • Transaction Update Mode: Indicates how updates in SAP must be done. By default, it is set to synchronous.
    • Use default screen size: Indicates that Process Runner Excel Add-in uses the default screen size. You can use this option if you are running this file on different computers or if you are sharing this file. Your transaction recording looks the same on computers even if they have different resolutions when the file is run.
    • Use screen size based on my System: Indicates that Process Runner Excel Add-in uses the screen size as set on your computer.
    • Output XML trace for Transaction: Generates a detailed trace file of the various operations performed for the transaction.
  6. In the Date/Decimal Notation section, select the option for date and decimal notation format that Process Runner Excel Add-in must use to upload the values to SAP. This option is valid only if U-Transform decimal as per the user configuration or V-Transform date as per the user configuration dynamic formulas are used while designing the Process file.
  7. Select Apply > OK. The details are saved.

Note: Select Defaults to revert to the default settings.

Important: The options you select for Use Standard RFM, Use Extended RFM, and Date/Decimal Notation are reflected for the first time in the Transaction Setting tab of Properties [<SAPSystemName>] window for all the SAP systems. However, for a specific SAP system, you can also update the settings from this window for the corresponding SAP system.

RFM/BAPI

This topic describes how to use the RFM/BAPI option to configure the default settings that you can set for Remote-enabled function Modules (RFM) and Business Application Programming Interface (BAPI).

Note: Before you use this functionality in Process Runner Excel Add-in, ensure that the Transform SAP Messages as per following settings checkbox is cleared in Process Runner. Therefore, the settings that you define in Process Runner Excel Add-in are not be overridden by the settings defined at the file-level in Process Runner.

To configure options on RFM/BAPI tab,

  1. In Process Runner Excel Add-in, select Tools > Options> RFM/BAPI. The Options window with the RFM/BAPI tab is displayed.

  2. To transform the messages that SAP returns in Process Runner Excel Add-in to custom messages, in the SAP Return Message Settings for Transaction and RFM/BAPI section, select the following options:
    • Active: Indicates that the message that SAP returns is activated.
    • Suppress: Indicates that the corresponding SAP returned message is suppressed.
    • Display this message in Excel: Indicates the custom message that is displayed when the ID and message number matches.

    When Process Runner Excel Add-in encounters the message ID that must be transformed, the custom message is displayed instead of the original message. The following details are also displayed.

    • Id: Displays the SAP message ID that the application should look for.
    • No: Displays the SAP message number that the application should look for.
    • Status: Displays the status that is displayed when the ID and message number matches. For example, error message or information message.
  3. If the message you want to customize is not listed, you can add the message by entering the ID, number, return message, and status. These values can be found in the status and log column after the file is run.
  4. Select Apply > OK. The details are saved.

Note: Select Defaults to revert to the default settings.

Scripting

This topic describes how to configure the options of the Scripting tab that applies to SAP GUI Scripting style transaction execution.

Note: If you have configured Control Panel and you are unable to update the settings in Process Runner Excel Add-in, contact your Control Panel administrator. For more information about how to edit the settings in Control Panel, see Innowera Control Panel Help or Process Runner Cloud Help.

To configure options on Scripting tab,

  1. In Process Runner Excel Add-in, select Tools > Options. The Options window is displayed.

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  2. On the Scripting tab, in How to create new session, select any of the following:
    • Create new session from existing logons:Process Runner Excel Add-in creates a new session from existing logons. Select this option only if you know how updates are done in SAP.
    • Continue with new Logon terminating any other existing logons (You may loose any unsaved changes):Process Runner Excel Add-in initiates a new SAP GUI session and does not close any existing session. SAP license agreement generally does not allow dual logons to the same computer with the same user ID in a production environment. All such logon activity is generally monitored. Check with your administrator if this is an appropriate option for your production system.
    • Continue with new logon, without ending any other logons (Will not loose any work but may violate SAP licensing agreement in production environment):Process Runner Excel Add-in initiates a new SAP GUI session and does not close any existing session. SAP license agreement generally does not allow dual logons to the same computer with the same user ID in a production environment. All such logon activity is generally monitored. Check with your administrator if this is an appropriate option for your production system.
    • Stop and do nothing:Process Runner Excel Add-in stops and stays idle.
  3. In Other Script Setting, select the following:
    • Close GUI(s) at the end of each run:Process Runner Excel Add-in automatically closes GUI sessions at the end of each run and ensures that the GUI session in which the recording is performed is closed, whether it is an existing session or a new session.
    • Suppress Scripting Errors and Prompts while running:Process Runner Excel Add-in suppresses scripting errors and prompts during the run.
  4. Select Apply > OK. The details are saved.

Note: Select Defaults to revert to the default settings.

Data Extractor

This topic describes how to use the Data Extractor option that lets you set the options for Data Extractor files.

Note: If you have configured Control Panel and you are unable to update the settings in Process Runner Excel Add-in, contact your Control Panel administrator. For more information about how to edit the settings in Control Panel, see Innowera Control Panel Help.

To configure options on Data Extractor tab,

  1. In Process Runner Excel Add-in, select Tools > Options. The Options window is displayed.
  2. Select Data Extractor.

  3. To stop all subsequent calls if a data dump is encountered, select Stop all the subsequent calls on the first short dump.
  4. To set the threshold for data extraction blocks, select Turbo Processing threshold and enter the number of rows for data extraction blocks. The default value is 1. Select the following:
    • Enable Turbo mode for Phase 1 Excel writes: Achieves better Excel performance by writing in block mode instead of row mode.
    • Set columns format to "General" while running: Applies general format to all the columns before extracting the data.
    • Remove extra space(s) for each fields: Removes extra space before or after the Excel values. This mainly applies to CHAR data types.
  5. To convert SAP date format to Excel system date, select Convert SAP date to Excel system date.
  6. To convert SAP time format to Excel system time, select Convert SAP date to Excel system time.
  7. To implement standard RFM methods of SAP for Data Extraction for all SAP Systems, select Use Standard RFM. Select one of the following options:
    • Auto Method: Indicates that the standard method is used.
    • Method 1 - BBRT: Is optional and is used if the standard method fails.
    • Method 2 - RT: Is used when both the standard method and method 1 fails.
  8. To implement customized RFM methods of insightsoftware for data extraction for all SAP Systems, select Use Extended RFM. Perform the following:
    • Name of Extended function: Enter Y_PROCESS_RUNNER_DE in the text box.
    • Reset settings for packed numbers: Select only if instructed by insightsoftware and if you are using SAP OSS note.
  9. To set the total width of records extracted using extended RFM, enter the number in the Record/Row width text box. The default row width for standard RFM is 512.

    10. Note: To update the Use Standard RFM and Use Extended RFM settings for a specific SAP system, go to <SAPSystemName> > Properties > Data Extractor Settings from Connector for SAP .

  10. Select Apply and then OK. The details are saved.

Note: Select Defaults to revert to the default settings.

Excel

This topic describes how to use the Excel option that lets you configure the options for the Microsoft Excel workbook.

Note: If you have configured Control Panel and you are unable to update the settings in Process Runner Excel Add-in, contact your Control Panel administrator. For more information about how to edit the settings in Control Panel, see Innowera Control Panel Help.

To configure options on Excel tab,

  1. In Process Runner Excel Add-in, select Tools > Options. The Options window is displayed.

  2. On the Excel tab, in the Actions section, select the following options:
    • Always switch to Excel during run: Indicates that the Excel file is automatically displayed when you select Run and log in to SAP.
    • Auto adjust cell width when inserting header information: Indicates that the cell width is automatically adjusted in Excel for the extracted data from SAP.
    • Apply Text data types to Excel columns when writing character data from SAP to Excel: Indicates that the Excel column format is changed to text. The preceding zeros are kept intact as received from SAP. By default, Excel eliminates preceding zeros if the data type of the cell is not set to Text.
    • Force read hidden column values: Indicates that the hidden column values will be read if the mapped column is hid in Excel file.
  3. In the Defaults section, in the When Excel is locked, auto retry every box, enter the time duration after which Process Runner releases the lock on the Excel file, if it is locked.
  4. In the Display SAP Document Settings section, select the following options:
    • Show SAP document method: Indicates the method that Process Runner Excel Add-in is using to display the document in SAP. Do not switch between methods unless the insightsoftware support team asks you to so.
    • Use Hot Key to Show document in SAP from Excel: Indicates that you can use a combination of keys through which the SAP document that is assigned the Hyperlink feature is directly displayed, rather than selecting the Display document in SAP option.
  5. Select Apply > OK. The details are saved.

Note: Select Defaults to revert to the default settings.

Enterprise Settings

This section contains the following topics:

Control Panel

Control Panel stores data in Microsoft Access or SQL Server in the backend and increases the efficiency of Process Runner Excel Add-in and SAP system. The web-based or cloud-based interface of Control Panel enables easy monitoring and control by IT or SAP administrators to instantly define and implement usage policies across users, systems, and processes without changing SAP security or access.

To configure the options on the Control Panel tab,

  1. In Process Runner Excel Add-in, select Tools > Options. The Options window is displayed.
  2. On the Enterprise Settings > Control Panel tab, select Enable Control Panel.
  3. From the Connection Type dropdown list, perform the following:

    • If you want to use web-based Control Panel for on-premises usage, select Service Configuration. 
      1. If you select Import Configuration Details, specify the path of ControlPanelConfig.icf file to configure Control Panel in Process Runner Excel Add-in. The configuration information about Control Panel is displayed and Enable Control Panel is selected.

        Note: You need to get the ControlPanelConfig.icf file from your Control Panel administrator.

      2. In the URL box, enter the server URL of the Control Panel instance.
      3. In the Credentials for your web service URL section, select one of the following options:
        • Use Default: Indicates that the default credentials are used to sign into Control Panel. The User Name and Password boxes are not available for this option.
        • User Defined: Indicates that the domain name and password are used to sign into Control Panel. Ensure that you get the domain credentials from your administrator.
      4. Select Test Connection. The configuration details are verified.
      5. To reduce the average time to access Control Panel server for frequent actions, select Enable Control Panel Cach. The copies of actions performed for the first time in Process Runner Excel Add-in are stored on your computer and thus the average time to access the Control Panel server is reduced.
    • If you want to use Cloud Hub Control Panel, select Process Runner Cloud.
  4. Select Apply > OK. The changes are saved.

Dashboard

Dashboard enables you to view graphically, how the application is used within an enterprise. You can view reports, metrics and key performance indicators (KPIs).

Note: If you have configured Control Panel and you are unable to update the settings in Process Runner Excel Add-in, contact your Control Panel administrator. For more information about how to edit the settings in Control Panel, see Innowera Control Panel Help.

To connect to an Dashboard instance,

  1. In Process Runner Excel Add-in, select Tools > Options. The Options window is displayed.
  2. On the Enterprise Settings > Dashboard tab, select Enable Dashboard. The options in the window are available.

  3. Optionally, select Copy from EShare. The configurations of the EShare tab are copied to the Database Setting of Dashboard tab.

    Note: Copy from EShare is available only when EShare in the Tools > Options> Enterprise Settings window is selected.

  4. If you select Import Configuration Details, specify the path of DashboardConfig.icf file to configure Dashboard in Process Runner Excel Add-in. The configuration information about Dashboard is displayed in the different boxes of Database Setting or Service Setting.

    Note: You must get DashboardConfig.icf file from your Dashboard administrator.

  5. To configure Dashboard using a web service, database connection, or the cloud version, perform any of the following:
    • If you select Service Configuration in Connection Type, enter the following details, and test the connection:
      • URL: Indicates the server URL of the Dashboard instance.
      • Use Default: Indicates that the default credentials are used to sign into Dashboard. The User Name and Password boxes are not available for this option.
      • User Defined: Indicates that the domain name and password are used to sign into Dashboard. Ensure that you get the domain credentials from your administrator.
    • If you select Database Configuration in Connection Type, enter the following details:
      • Database Server name or IP: Indicates the host name or IP address where Dashboard is installed. Specify the port number if you are not using the default value of 1433 by including a comma after the IP address or host name. For example, 199.xx.yy.xxx, 11111
      • Database Name: Indicates the name of the Dashboard database.
      • Authentication Mode: Indicates the authentication mode that must be used to connect to Dashboard. For SQL Server Authentication, user name and password are also required.
      • Connection Timeout: Indicates the time to wait while trying to establish a connection before terminating the attempt and generating an error.
    • If you select Process Runner Cloud in Connection Type, you can view the reports and graphs in the Cloud Hub Dashboard.
  6. In Upload Timing, select one of the following options:
    • Manually: Indicates that the records are uploaded manually.
    • End of Each Run: Indicates that the record are uploaded automatically after the successful run of the Process file.

      Note: If you select Process Runner Cloud in Connection Type, this is the default selection, and the drop-down list is inactive.

    • On Exit: Indicates that if an error occurs in the first collective run file during execution, then Process Runner logs the error in a log file and continue the run of other files in the collective run.
  7. Optionally, to upload only the new records and therefore eliminate replication of the records, select Upload New Records Only.

    Note: If you select Process Runner Cloud in Connection Type, this is the default selection, and you cannot clear the selection.

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  8. Select Apply > OK. The changes are saved.

EShare/Easy Workflow

EShare is a sharing and collaboration application. It enables easy and seamless sharing and collaboration on various Process files that individual users have created. Instead of placing Process Files on local computer, EShare provides the ability to place Process file in a central location allowing other Process Runner Excel Add-in users to share and use the files.

You can configure Process Runner Excel Add-in to connect to an Easy Workflow instance by providing the Easy Workflow database connection information.

To connect to an Easy Workflow instance,

  1. In Process Runner Excel Add-in, select Tools. The Options window is displayed.
  2. On the Enterprise Settings > EShare tab, select Enable EShare. The options in the window are available.

  3. Perform one of the following steps:
    1. Select Import Configuration Details, and specify the path of EShareConfig.icf file to configure Easy Workflow in Process Runner Excel Add-in. The configuration information about Easy Workflow database is displayed and Enable Easy Workflow is selected.

      2. Note: You must get the EShareConfig.icf file from your Easy Workflow administrator.

    2. Select Connection Type>Database Configuration, and select Enable Innowera Easy Workflow: 
      • Database Server name or IP: Indicates the host name or IP address of the computer on which Easy Workflow is installed. Specify the port number if you are not using the default value of 1433 by including a comma after the IP address or host name. For example, 199.xx.yy.xxx, 11111
      • Database Name: Indicates the name of the Easy Workflow database.
      • Authentication Mode: Indicates the authentication mode that must be used to connect to Easy Workflow. For SQL Server Authentication, user name and password are also required.

      Note: You can edit the database details only if Can update EShare Configuration is selected in your user profile.

  4. Optionally, perform the following steps:
    • Select Encrypt Connection. TLS 1.2 is used to encrypt communication between Easy Workflow and SQL Server. For information about the required prerequisites to use this option, talk to your Easy Workflow administrator. If you select this option without installing a valid TLS client certificate, an error message is displayed to indicate that an issue occurred during the login even though the connection was successful.
    • Select Connection Timeout, and enter the time to wait while trying to establish a connection with the Easy Workflow database before ending the attempt and generating an error.
    • Select Command Timeout, and enter the time to wait while trying to run a command before ending the attempt and generating an error.

    Note: To enforce case-sensitive user name comparison while logging onto the EShare server, select Case-sensitive windows user name comparison.

  5. Alternatively, if youselect Connection Type > Process Runner Cloud,you do not see any option to be filled
  6. Select Apply and then OK. The changes are saved.

Enterprise Application Configuration file

You can export the enterprise application configuration file from the computer where you have configured the enterprise applications, such as Control Panel or Dashboard, to work with Process Runner Excel Add-in. Send this file to all other Process Runner Excel Add-in users; they can import the configuration and start working with the enterprise applications.

To export and import enterprise configuration file,

  1. In Process Runner Excel Add-in, select Tools > Options. The Options window is displayed.
  2. On the Enterprise Settings > Tools tab, select Export. A file InnoweraEnterpriseConfig.zip is generated with the configuration details.

  3. Send the InnoweraEnterpriseConfig.zip to other Process Runner Excel Add-in users and ask the users to perform the following steps:
    1. Place this file on their desktops and extract the folder.
    2. Copy the configuration files to Process Runner Excel Add-in Application folder. By default, the path of application folder is <InstallationFolder>\Innowera\Process Runner Excel Add-in or copy the configuration files to My documents\Innowera\Other folder.
    3. Open Microsoft Excel. The enterprise configuration settings are imported automatically to Process Runner Excel Add-in.

      4. Note: Alternatively, the users can manually import the configuration file details in Process Runner Excel Add-in in Tools > Options >Enterprise Settings.

Updates/Backup

This topic describes how to use the Updates/Backup option to enable the automatic backing up of Process files, stats, and log files.

Note: If you have configured Control Panel and you are unable to update the settings in Process Runner Excel Add-in, contact your Control Panel administrator. For more information about how to edit the settings in Control Panel, see Innowera Control Panel Help.

To configure options in Updates/Backup tab,

  1. In Process Runner Excel Add-in, select Tools > Options > Updates/Backup. The Options window with the Updates/Backup tab is displayed.
  2. In the Updates/Backup tab, select the following options:

    • Disable SAP version check on run: Indicates that all the warning messages are suppressed, when you run the Process files created in different SAP version in the current version.
    • Disable future version file check: Indicates that all the warning messages are suppressed, when you open the Process files created in new version in old version.
    • Notify to install updates: Notifies you when an updated version of Process Runner Excel Add-in is available. When you select the option and reopen Process Runner Excel Add-in, an icon is displayed in the Help option if an updated version is available.
    • Create new log file when it reaches: Indicates that a new log file is created when the log file reaches the specified size.
  3. Select Apply > OK. The details are saved.

Note: Select Defaults to revert to the default settings.

Others

This topic describes how to use the Others option to perform miscellaneous tasks such as the time duration after which the timeout messages must be displayed or if the SAP Connector for Microsoft .NET 3.0 must be used for communicating with an SAP system.

To configure options on Others tab,

  1. In Process Runner Excel Add-in, select Tools > Options. The Options window is displayed.
  2. On the Others tab, select the following options:

    • Time to show the message: Indicates the time duration for the automatic timeout messages.
    • Reset messages to default: Resets all the timeout and saved response (Do not ask again) messages to their default values.
    • Compress Process File: Compresses a Process file when embedding into an Excel file. This option helps reduce the overall size of the Excel template file.

      • Caution: Use Active Initialization Mode only when insightsoftware support team asks you to select the option. The feature is unavailable for cloud license.

    • Application Log: Indicates that the application log is generated. The log is available on the desktop and can be used for more accurate help from insightsoftware support team.
    • Wait timer: Is the time duration after which the run window is closed. If you select 0, you must close the run window.
    • No. of Button(s) Visible: Indicates the number of run options that you want to configure on the tab. Also, enter a name for the group of options in Group Name.
    • Use NCo Library: Indicates that Process Runner Excel Add-in uses SAP Connector for Microsoft .NET 3.0 (NCo 3.0) to communicate with an SAP system.
    • Automatically release license after: Indicates the time duration after which the floating licenses are released. This option is useful when a floating license user is inactive for long.
  3. Select Apply > OK. The details are saved.

Path

This section describes how to use the Path option to set the working path for Process files, Excel files, and other files.

To configure options on Path tab,

  1. In Process Runner Excel Add-in, select Tools > Options. The Options window.
  2. On the Path tab, select the following options:

    • To change the location of the Innowera folder, the license, and all other required files to a new location, browse to the folder in Select working folder for Excel Add-in. We recommend that you do not change the location of this folder unless absolutely necessary.
    • In Select the working folder for Process Runner file, browse to the folder where you want to save the Process Runner files instead of the default \My Documents \Innowera\ProcessFiles.
    • In Select the working folder for Excel Data file, browse to the folder where you want to save the Excel data file instead of the default My Documents.
    • In Select GUI Execution folder, browse to the folder where you want to save the GUI run files instead of the default \\ProgramData\Innowera\Process Runner\GUI Temp.
    • In Select temporary folder, browse to the folder that will be used as the temporary folder.

      Note: OneDrive directories are not supported for the GUI Execution folder or the Temporary folder.

    • In Select folder to store downloaded ready to run template, browse to the folder where you want to download the ready-to-run templates and save instead of the default \\My Documents\Innowera\Online Samples.
  3. Select Apply > OK. The details are saved.
  4. Optionally, select Defaults to revert to the default settings.

Note: If Excel is open before you run a process file from OneDrive, the pre-script or post-script might not run as expected due to VBScript limitations. As a workaround, close all Excel instances before running the process file to ensure scripts run correctly..

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