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Manage Control Panel

You can use this feature if your user role has permissions to access the Control Panel. Depending on the permissions selected in the Control Panel, you can manage and assign permissions to users across your organization at various levels using the Global Controls, Product Users settings, Administrator Settings, Processes, Groups, SAP system, Database Connections, Queries, and Rules.

This section contains the following topics:

Global Controls

The Global Controls feature in the control panel allows you to centrally assign Process Runner technologies applicable to users and define data extractor settings at a global level. Perform the following steps to assign global controls:

  1. On the side navigation bar, select Control Panel. The Control Panel page appears.
  2. Select Global controls. The Global controls page appears.
  3. In the Technology Settings section, select any of the following technology permissions:
    1. Allow Transaction: When enabled, the user can run Transaction technology.
    2. Allow BAPI/RFM: When enabled, the user can run BAPI/RFM technology.
    3. Allow GUI Script: When enabled, the user can run GUI Scripting technology.
    4. Allow Data Extractor: When enabled, the user can run Data Extractor technology.
      1. If you are selecting Allow Data Extractor technology, perform the following in the Data Extractor Settings section:
        1. Enter the maximum number of records the user can extract.
        2. Enter the maximum number of block sizes the user can extract.
        3. Select Disable table join feature to restrict users from joining two tables while extracting records.

          Note: You can also select the Disable table join feature at the user or group level. The priority hierarchy is global first, followed by user level, and then group level.

  4. In the Configuration Settings section, select or clear the following options: 

    1. Enable process control: When enabled, all process-related activities in the desktop application are managed as per settings in the Cloud Hub Control Panel.

    2. Enable SAP system control: When enabled, all SAP system-related activities in the desktop application are managed as per settings in the Cloud Hub Control Panel.

  5. In the Execution (Run) settings, perform the following:
    1. Enter the maximum number of SAP calls allowed per run. The default value of 0 signifies that users can make SAP calls without any restriction.
    2. Enter the maximum number of threads allowed per run. The default value is 3 and the maximum number of threads you can enter is 10.

      Note: The Execution (Run) settings apply to Transaction, BAPI/RFM, and GUI Script technologies.

  6. Select Update. The Global Controls settings are assigned.

Groups

The Groups feature of Control Panel allows you to create a user group and grant permissions to different technologies for that user group. Perform the following steps to create a user group and grant permissions:

  1. On the side navigation bar, select Control Panel. The Control Panel page appears.
  2. Select Groups. The Groups page appears with the default <Account name>_DefaultGroup.

    Note: A new user created in the platform is added to the default group, <Account name>_DefaultGroup. This group includes permissions for the SAP system and Processes and cannot be modified or deleted. Administrators or users with the required permissions can remove users from the default group, create a custom group, and set that group as the default. When a custom group is set as default, new users are automatically added to the custom group instead of <AccountName>_DefaultGroup.

  3. Select Add group. The Add group dialog appears.
  4. In Group name, enter a group name.
  5. In the Technology settings, select any of the following technologies depending on the access required for the group:
    • Allow Transaction
    • Allow BAPI/RFM
    • Allow GUI Script
    • Allow Data Extractor
  6. From the Assign Users dropdown list, select the users for the group. The users assigned to the group appear under the Assigned Users section.
  7. Select any of the following from Process Settings section:
    • Allow all the processes defined in Cloud Hub control panel
      1. Optionally, select Allow processes that are not defined in Cloud Hub control panel
    • From the Select processes dropdown list, select the process codes to allow only the specific processes for the group.
  8. Select any of the following from SAP Settings section:
    • Allow all the SAP System defined in Cloud Hub control panel
      1. Optionally, select Allow SAP System that are not defined in Cloud Hub control panel
    • From the Select system ID dropdown list, select the IDs to allow only the specific SAP systems to the group.
  9. Select Disable table join feature to restrict users of the group from joining two tables while extracting records.

    Note: You can also select the Disable table join feature at the global or user level. The priority hierarchy is global first, followed by user level, and then group level.

  10. Select Set as Default Group to make the group the default for users.
  11. Select Add group. The group with specific permissions is created.

Product Users Settings

The Product Users settings feature of control panel allows you to modify primary settings of a user. Perform the following steps to update the settings of the user:

  1. On the side navigation bar, select Control Panel. The Control Panel page appears.
  2. Select Product Users settings. The Product Users settings page appears.
  3. Select the user you want to update. A dialog with user details appears. The User name and Permission fields are populated from the user details entered in the Platform.
  4. Select Disable managing Control Panel settings at desktop, to disable the user from managing the control panel from the desktop application.
  5. In Data Extractor Settings, select one of the following options:
    • Global values: Allows the user to extract records according to global values.
    • User values: Allows the user to extract records according to the assigned user's value.

    1. If you are selecting User values, perform the following to assign user values:

      1. Enter the maximum number of records the user can extract.
      2. Enter the maximum number of block sizes the user can extract.
      3. Select the Disable table join feature to restrict the user's access to this feature.

        Note: You can also select the Disable table join feature at the global or group level. The priority hierarchy is global first, followed by user level, and then group level.

  6. In the Execution (Run) settings, select one of the following options:
    • Global values: Allows the user to run a process file with the number of SAP calls and threads according to global values.
    • User values: Allows the user to run a process file with the number of SAP calls and threads according to the assigned user's values.
    1. If you are selecting User values, perform the following to assign user values:
      1. Enter the maximum number of SAP calls allowed per run by the user.
      2. Enter the maximum number of threads allowed per run by the user.

    Note: The Execution (Run) settings apply to Transaction, BAPI/RFM, and GUI Script technologies.

  7. Select Update. The user's settings are assigned.

Processes

The Processes feature in control panel allows you to define the transaction processes for your organization. When you define a transaction process, it is assigned to groups in Control Panel > Groups. Perform the following steps to define Processes:

  1. On the side navigation bar, select Control Panel. The Control Panel page appears.
  2. Select Processes. The Processes page appears.
  3. Select Add process. The Add process page appears.
  4. In Process ID, enter the process codes. For example, MM02 or FB50.

    Note: You can enter up to 10 Process IDs separated by semicolon.

  5. In Description, enter short description of the processes.

    Note: To view and distinguish similar process IDs with different permission levels, add a description.

  6. In Access Type, select either Allow to make the process accessible or Block to prevent access to the process.
  7. In the Permitted actions dropdown, select any of the following permission levels:
    • 1. Design (Also include 2,3,4): Allows record, run, test run, debug run, and error process run of the process.
    • 2. Run (Also include 3,4): Allows run, test run, and error process run of the process.
    • 3. Test Run Only: Allows only the test run of the process.
    • 4. Error Processing Run Only: Allows only the error processing run of the process.

    Note: For more information about how Access Type and Permitted Actions behave in user groups and desktop products, see FAQs on Execution Type Behavior.

  8. In No. of SAP calls allowed per run, enter the value. The default value of 0 defines no restriction for the SAP calls for the process.
  9. In Delay between two calls, enter the time interval between two calls (downloading or uploading records) in seconds. The value 0 defines no delay between two calls.
  10. In Maximum Parallel Threads, enter the value of total number of threads to be used simultaneously.

    Note: For the No. of SAP calls allowed per run, Delay between two calls, and Maximum Parallel Threads, if a value is set at the process level, it overrides the values set at the global and user levels.

  11. Select Add process. The processes are saved.

SAP System

The SAP system feature in the control panel allows you to add new SAP systems for your organization. You can add a new SAP system and assign it to groups in Control Panel > Groups. Perform the following steps to add a new SAP system:

  1. On the side navigation bar, select Control Panel. The Control Panel page appears.
  2. Select SAP system. The SAP system page appears.
  3. Select Add SAP system. The Add SAP system dialog appears.
  4. In System ID, enter the SAP System IDs. For example, QAS or DM0.

    Note: You can enter up to 10 systems IDs separated by semicolon. Each ID should contain three letters.

  5. In Description, enter short description for the SAP system.
  6. In Access Type, select either Allow to make the SAP system accessible or Block to prevent access to the SAP system.
  7. In the Permitted Actions dropdown, choose the run actions from the following for the SAP system:
    • Select All
    • Record
    • Run
    • Debug
    • Test Run
    • Error Processing Run

    Note: For more information about how Access Type and Permitted Actions behave in user groups and desktop products, see FAQs on Execution Type Behavior.

  8. In the Settings section, select Allow Remote Function Modules (RFC's) for the users to work with BAPI as well as non-BAPI function modules (RFCs or RFMs).
  9. Select Add SAP system. The SAP system is saved.

Data Governance

The Data Governance feature of the Control Panel allows you to apply field-level quality control to your input data. The Process Runner application uses the data governance rules that are defined in the Control Panel during run-time. You can write, manage, store, and distribute various data quality rules centrally using the Control Panel, and then apply them to individual input fields in Process Runner. Process Runner's dynamic skip feature uses these rules during run-time to ensure that the data being sent to SAP meets the criteria defined in the validation rules. Perform the following steps to assign database rules:

  1. On the side navigation bar, select Control Panel. The Control Panel page appears.
  2. To add a connection, select Data Governance > Database connections and perform the following steps:
    1. Select Add Connection. The Add Connection dialog appears.
    2. In Connection name, enter a name for the connection.
    3. From the Connection type dropdown list, select SQL server, Oracle, or Other.
    4. Enter additional information depending on the connection type that you have selected.
    5. Select Add Connection. The database connection details are saved and used to validate the values present in Process files in Process Runner.
  3. To add a query, select Data Governance > Queries and perform the following steps:
    1. Select Add Query. The Add Query dialog appears.
    2. In Query name, enter a name for the query.
    3. From Connect To dropdown list, select Database or SAP.
    4. Enter additional information depending on whether you are connecting to a Database or SAP.
    5. Select Add Query. The query details are saved that is used to retrieve the data from the database or SAP table.
  4. To add a rule, select Data Governance > Rules and perform the following steps:
    1. Select Add Rule. The Add Rule dialog appears.
    2. In Rule Name, enter a name of the rule.
    3. From the Access type dropdown, select Active or Inactive.
    4. In Description, enter the description of the rule.
    5. In Code, enter the rule code.
    6. Select Add Rule. The rule details are saved.

Settings

The Settings section allows account managers to generate configuration keys to connect Easy Workflow or Email Runner services, configure the settings of Transaction, BAPI/RFM, Scripting, Data Extractor, and Update/Backup for all desktop users, manage SAP return message settings for all desktop users, and manage the custom messages that appear when a user tries to access restricted or unassigned features in the control panel.

Application Settings

The Application Settings feature allows account managers to generate configuration keys and manage user access to Lineos in desktop applications and Cloud Hub. You can use the configuration keys to link the Easy Workflow or Email Runner service if your organization has opted for the license.

  1. On the side navigation bar, select Control Panel. The Control Panel page appears.
  2. Select Settings > Application Settings. The Application settings page appears.
  3. To generate a configuration key for an application, perform the following steps:
    1. On the <Application-specific> Configuration Key section, select Generate Key.
    2. A new key appears in the <Application-specific> Configuration Key box. You can copy and use this key to link the product-specific service to your organization.
  4. Select or clear the Switch off Lineos from desktop apps and Cloudhub checkbox to hide or show the Lineos AI window/screen.
  5. In Separator for export to CSV, select one of the following options and select Save:
    • Comma (,): Recommended for most regions.
    • Semicolon (;): Alternative option for CSV formatting.
    • Tab: Use for tab-delimited files.

    Note: When you export data from Cloud Hub, the CSV file is downloaded using the separator configuration that you set in Separator for export to CSV.

Central settings

The Central Settings section allows account managers to configure the settings of Transaction, BAPI/RFM, Scripting, Data Extractor, and Update/Backup for all the users of the organization. The settings are applied to all the Run-only and Designer users of your organization, while Designer users can modify the central settings applied to their desktop application.

This section contains the following topics:

Transaction

This section describes how to configure the options of Central settngs > Transaction for all the users of your organization.

To configure the options in the Transaction tab,

  1. On the side navigation bar, select Control panel > Settings > Central settings. The Transaction tab of the Central settings page appears.
  2. In the Transaction settings section, select one of the following options:
    • Use standard RFM: To implement standard RFM methods of SAP in Transaction technology for all the SAP Systems.
    • Use extended RFM: To implement the customized RFM methods in Transaction technology for all the SAP Systems. Enter the name of the extended function, in the Name of extended function box.
  3. In the Advanced transaction settings section, select the following options:
    • Transaction update mode: Indicates how updates in SAP are done. In the drop-down list, select A Asynchronous, L Local, or S Synchronous. The default selection is S Synchronous.
    • Get Fields from SAP mode: Indicates that the fields must be fetched in SAP mode. In the drop-down list, select A Individual screen control, N Without individual screen control, or Disable. The default selection is N Without individual screen control.
  4. Optionally, select Send settings to desktop users to apply the settings to the desktop users. If you do not select Send settings to desktop users, the changes you made are not sent to the <Desktop Application> and the Run only users can modify their settings.
  5. Optionally, select Restore default settings to return the settings to their default state.
  6. Select Save. The Transaction settings are saved.

    Note: When you select Save, the settings of other tabs in the Central settings section are also saved. Depending on the selection of Send settings to desktop users in each tab, the settings defined are sent to desktop users.

BAPI/RFM

This section describes how to configure the options of Central settngs > BAPI/RFM for all the users of your organization.

To configure the options in the BAPI/RFM tab,

  1. On the side navigation bar, select Control panel > Settings > Central settings. The Transaction tab of the Central settings page appears.
  2. Select the BAPI/RFM tab. The BAPI/RFM page appears.

  3. In the Default settings for recording new process file section, select the relevant options from the following:

    • Convert SAP date to Excel system date on BAPI/RFM receive: Converts SAP date retrieved from SAP according to Excel format.
    • Format SAP time on BAPI/RFM receive: Converts SAP time retrieved from SAP according to Excel format.
    • Auto truncate width fields (CHAR, NUM, BYTE) to match with required width AND continue to SAP: Shortens fields and continues to SAP if the field width in Excel is longer than in SAP.
    • Auto skip missing field and continue running the process: Skips missing fields in Excel and continues running.
  4. Optionally, select Send settings to desktop users to apply the settings to the desktop users. If you do not select Send settings to desktop users, the changes you made are not sent to the <Desktop Application> and the Run only users can modify their settings.
  5. Optionally, select Restore default settings to return the settings to their default state.
  6. Select Save. The BAPI/RFM settings are saved.

    Note: When you select Save, the settings of other tabs in the Central settings section are also saved. Depending on the selection of Send settings to desktop users in each tab, the settings defined are sent to desktop users.

Scripting

This section describes how to configure the options of Settings > Scripting for all the users of your organization.

To configure the options in the Scripting tab,

  1. On the side navigation bar, select Control panel > Settings > Central settings. The Transaction tab of the Central settings page appears.
  2. Select the Scripting tab. The Scripting page appears.
  3. In the Multiple Logon Setting - What to do when you are already logged on section, select the relevant options from the following:
    • Create new session from existing logons: The <Desktop Application> creates a new session from existing logons.

      Note: Select this option only if you know how updates are done in SAP.

    • Continue with new Logon terminating any other existing logon (You may lose any unsaved changes): The <Desktop Application> terminates the existing logons and the unsaved work in the SAP sessions is lost.
    • Continue with new logon, without ending any other logon (will not lose any work but may violate SAP licensing agreement in production environment): The <Desktop Application> initiates a new SAP GUI session without closing the existing session. SAP license agreement generally do not allow dual logons on the same system with the same user ID in a production environment. All such logons are monitored.
    • Stop and do nothing: The <Desktop Application> stops and continues in the pause state.
  4. In the Other scripting setting section, select any of the following:
    • Close GUI(s) at the end of each run: The <Desktop Application> 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: The <Desktop Application> suppresses scripting errors and prompts during the run.
  5. Optionally, select Send settings to desktop users to apply the settings to the desktop users. If you do not select Send settings to desktop users, the changes you made are not sent to the <Desktop Application> and the Run only users can modify their settings.
  6. Optionally, select Restore default settings to return the settings to their default state.
  7. Select Save. The BAPI/RFM settings are saved.

    Note: When you select Save, the settings of other tabs in the Central settings section are also saved. Depending on the selection of Send settings to desktop users in each tab, the settings defined are sent to desktop users.

Data extractor

This section describes how to configure the options of Settings > Data Extractor for all the users of your organization.

To configure the options in the Data Extractor tab,

  1. On the side navigation bar, select Control panel > Settings > Central settings. The Transaction tab of the Central settings page appears.
  2. Select the Data Extractor tab. The Data Extractor page appears.
  3. In Data extractor setting section, select Stop all the subsequent calls on the first short dump to stop all subsequent calls if a data dump is encountered.
  4. Select Turbo processing threshold to set the threshold for data extraction blocks. Enter the number of rows for the data extraction blocks. The default value is 1. Select any of 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. Select Convert SAP date to excel system date to convert SAP date format to Excel system date.
  6. Select Convert SAP date to excel system time to convert SAP time format to Excel system time.
  7. Select Use standard RFM to implement standard RFM methods in SAP for Data Extraction for all SAP systems. Select any of the following options:
    • Auto method: To use the standard method.
    • Method 1 - BBRT: Optional and used if the standard method fails.
    • Method 2 - RT: Used when both the standard method and Method 1 fails.
  8. Select Use extended RFM to implement extensively customized RFM methods of insightsoftware for data extraction for all SAP systems. Perform the following:
    • Name of extended function: Enter Y_PROCESS_RUNNER_DE in the box.
    • Reset settings for packed number: Select only if instructed by insightsoftware and if you are using the SAP OSS note.
  9. Enter the number in the Record/Row width box to set the total width of records extracted using extended RFM. The default row width for standard RFM is 512.
  10. Optionally, select Send settings to desktop users to apply the settings to the desktop users. If you do not select Send settings to desktop users, the changes you made are not sent to the <Desktop Application> and the Run only users can modify their settings.
  11. Optionally, select Restore default settings to return the settings to its default state.
  12. Select Save. The Data Extractor settings are saved.

    Note: When you select Save, the settings of other tabs in the Central settings section are also saved. Depending on the selection of Send settings to desktop users in each tab, the settings defined are sent to desktop users.

Updates/Backup

This section describes how to configure the options of Settings > Updates/Backup to get the latest updates of the < Desktop Application> for all the users of your organization and to enable the automatic process of backing up process files, stat files, and log files.

To configure the options in the Updates/Backup tab,

  1. On the side navigation bar, select Control panel > Settings > Central settings. The Transaction tab of the Central settings page appears.
  2. Select the Updates/Backup tab. The Updates/Backup page appears.
  3. In the Disable and update settings section, select any of the following:
    • Disable SAP version check on run: The <Desktop Application> does not check for SAP version automatically when the run is started.
    • Disable sample file refresh: Disables the refresh of the sample file version.
    • Disable future version file check: No warning messages appear when you open a process file in an older version of the <Desktop Application> that was created in a later version of the <Desktop Application>.
    • Auto update file version: Updates your file version to the latest version automatically.
  4. In the Backup section, select any of the following:
    • Automatically create backup of Process file when saving: Stores the backup of Process files automatically in the My Documents\Innowera\Backup folder.
      • Optionally, select Auto backup of process file when saving from schedule/command prompt/smart eshare run.
    • Automatically backup Log and Stat file When starting Process Runner: Stores the backup of Log and Stat files automatically in the My Documents\Innowera\Backup folder.
      • Optionally, select Auto backup Log and Stat files when starting from schedule/command prompt run.
  5. Select Create new Log and Stat file when it reaches box and enter a value to automatically create new Log and Stat file when the file reaches the specified size.
  6. Optionally, select Send settings to desktop users to apply the settings to the desktop users. If you do not select Send settings to desktop users, the changes you made are not sent to the <Desktop Application> and the Run only users can modify their settings.
  7. Optionally, select Restore default settings to return the settings to their default state.
  8. Select Save. The Updates/Backup settings are saved.

    Note: When you select Save, the settings of other tabs in the Central settings section are also saved. Depending on the selection of Send settings to desktop users in each tab, the settings defined are sent to desktop users.

SAP Return Message Settings

The SAP Return Message Settings feature allows account managers to manage the messages that SAP returns after running a transaction or BAPI/RFM files.

To manage the messages from SAP,

  1. On the side navigation bar, select Control Panel. The Control Panel page appears.

  2. Select Settings > SAP return message settings. The SAP return message settings page appears with the list of messages along with the following details:

    • Active: Indicates that the message returned by SAP are active.
    • Id: Displays the SAP message ID.
    • No: Displays the SAP message number.
    • Display this message in Excel: Indicates the custom message that is displayed when the ID and message number matches.
    • Status: Displays the status when the ID and message number matches. For example, error message (E) or information message (I).
    • Suppress: Indicates that the messages returned by SAP are suppressed.
  3. On the SAP return message settings page, perform the following:
    • Edit a message: Select the message you want to update and make changes to the message details.
    • Add a message: Move through the bottom of messages and add a new message by entering the Id, number, return message, and status.
    • Delete a message: Select the message and select the delete icon to delete a message.
  4. Optionally, select Send settings to desktop users to send the settings to the desktop users. If you do not select Send settings to desktop users, the changes you made are not sent to the <Desktop Application>.
  5. Optionally, select Restore default settings to return the settings to their default state.
  6. Select Save. The SAP return message settings are saved.

Message Settings

The Message Settings feature allows account managers to manage custom messages that appear when a desktop user tries to access restricted or unassigned features in the Control Panel. Perform the following steps to manage custom messages:

  1. On the side navigation bar, select Control Panel. The Control Panel page appears.
  2. Select Message settings. The Message settings page appears.
  3. Select the message you want to manage. A dialog with the message details appears.

    Note: You can’t edit the Message ID, Message Name, and Message Type fields.

  4. In the Message Text section, edit the message.

    Note: Constants like #USERNAME#, #TECHNOLOGY#, #PERMITTEDACTION# and others in the message text converts to the corresponding value of the user attempting to access.

  5. Select Update. The message is updated.
  6. Optionally, select the message and select the Restore icon () to return the message text to its default state.

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