SAP CRM-BW Adapter an Overview



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Applies to: SAP CRM / SAP BW (3.5 / 7.0). For more information, visit the Customer Relationship Management homepage. Summary This article gives an overview about the BW Adapter that is used in the BI-CRM extraction and transaction codes related to it Author: Suganya Damodharan Company: Accenture Services Pvt Ltd Created on: 3 August 2010 Author Bio Suganya is a SAP BI Consultant currently working with Accenture Services Ltd. She has got good experience in BI and ABAP. 2010 SAP AG 1

Table of Contents Introduction... 3 BDoc (Business Documents)... 3 BDoc Monitoring in SAP CRM... 4 Step 1:... 4 Step 2:... 5 Step 3:... 7 Step 4:... 7 Step 5:... 8 Step 6:... 8 Step 7:... 9 Step 8:... 9 BW Adapter... 10 BW Adapter in SAP CRM... 10 Metadata Tab... 11 Extract Structure Tab... 12 Selection Conditions Tab... 13 Mapping Tab... 14 Useful Transaction Codes... 14 Related Content... 15 Disclaimer and Liability Notice... 16 2010 SAP AG 2

Introduction SAP CRM uses BW Adapter to extract data from SAP CRM and send it to SAP Business Information Warehouse and SAP NetWeaver Business Intelligence. The below figure will explain how the data is transferred to BI/BW system from CRM system. Fig 1: CRM-BW extraction architecture BDoc (Business Documents) A Business Document (BDoc) can be defined as a set of transaction statements, which represent a logical object. It is an envelop of all business data that is necessary to run a business process. A BDoc contains different sets of data partitioned in terms of segment. Segments are mapped to a table where the mapping defines the relation between abstraction and physical database. BDoc Types Consists of 2 Parts 1) Classical Part Hierarchical Segment Structure Modeled with the BDoc Modeler SBDM Part is Mandatory Contains data relevant to receiver determination Consists of a BDoc header and segments which may be arranged in hierarchical fashion it is not mapped to database tables thus needs to be filled in completely at runtime 2) Extension Part Complex Data type Modeled with DDIC SE11 Contains the actual data: Master and Transaction This Part is Optional Extension only exists for Messaging BDocs Can not be used for receiver determination 2010 SAP AG 3

BDoc Monitoring in SAP CRM When ever a transaction is created in CRM a BDoc will be generated based on the BDoc type. Generated BDoc can be monitored using the transaction code SMW01 - Display BDoc Messages and SMW02 Display BDoc Message Summary. We can use them to do the following jobs like analyze the status of BDoc processing, Display the BDoc related information and Corrective actions (reprocess or delete failed BDocs) Step 1: Enter T-Code SMW01 a screen will be displayed as shown in the below screen shot 2010 SAP AG 4

Step 2: Click on Execute button, all the BDoc Types in Different States will be displayed. We can do a selection on BDocs based on the BDoc State, Type, Date and Time, Flow Context (Inbound or Outbound). BDoc State - A green light indicates that the BDoc is fully processed - A yellow light indicates that processing of BDoc has not completed yet or was completed with a warning - A red light indicates that the BDoc processing is ended with errors. BDoc Messages and classification of BDoc States Erroneous BDoc Messages BDoc State Meaning E01 E02 E03 E04 E05 E06 E07 Technical error (incomplete) Partially send, receivers have errors BDoc cannot be read from database BDoc validation error Inbound processing failed Outbound processing failed Conversion error 2010 SAP AG 5

Intermediate BDoc Messages BDoc State Meaning I01 I02 I03 I04 Received (intermediate state) Written to queued Remote Function Call (qrfc) queue (intermediate state) After qrfc step (intermediate state) BDoc stored before update task (intermediate state) Final BDoc Messages BDoc State Meaning F01 F02 F03 F04 F05 Rejected (fully processed) Confirmed (fully processed) Set to processed (fully processed) Confirmed (fully processed by all receivers) Information (no processing) Non-Final BDoc Messages BDoc State Meaning T01 R01 O01 D01 Temporary lack of resources in application layer Retry after temporary error Send to receivers (not all have confirmed) To be processed (debug) For more details related to BDoc Error messages refer BestPractice-BDoc-Analysis-V2.pdf mentioned in the related content 2010 SAP AG 6

Step 3: Inorder to view the Classic Part of the BDoc, Click on Icon Show BDoc Message Classic Data as shown below Step 4: BDoc Message Body (Classic Part) Structures will be displayed as below 2010 SAP AG 7

Step 5: Double Click on any structure you can get the list of fields in the structure Step 6: Inorder to view the Extension Part of the BDoc, Click on Icon Show BDoc Message Ext Data as shown below 2010 SAP AG 8

Step 7: BDoc Message Body (Extended Part) will be displayed with the Segment Entries Segment Names Step 8: Double Click on any the Segment inorder to get the Segment field list Segment Fields 2010 SAP AG 9

BW Adapter BW adapter is used to extract data from the SAP CRM system and send it to SAP BW system. BW adapter translates the BDoc data into a structure compatible with SAP BW that is into an extract structure of a DataSource. There are 2 types of BW adapters 1) Synchronization Business Documents (sbdocs) 2) Messaging Business Documents (mbdocs) With the appropriate BDoc type, the BW adapter extracts the following objects into the SAP BW system CRM Business transactions (mbdoc) Documents for CRM Billing (mbdoc) Other objects that are only relevant for mobile clients, such as Chemical Market Potentials (sbdoc) BW Adapter in SAP CRM Transaction Code BWA1 BW Adapter and Enter the DataSource name 0CRM_OPPT_H and click on display 2010 SAP AG 10

Metadata Tab Metadata contains the details about the DataSource like BDoc type, Extract Structure name and the type of DataSource, Application Component, Delta Procedure, Selection Module and Mapping Module BDoc Type: BUS_TRANSACTION_MESSAGE is the BDoc type for datasource 0CRM_OPPT_H. It differs based on the DataSource. Below listed database tables gives you the information about the BDoc types. 1. SMW3FDCUST - Customer-Specific Flow 2. SMW3FDBDOC - BDoc Type Specific Flow Extract Structure: The extract structure contains the amount of fields that are offered by an extractor in the source system for the data loading process. Delta Procedure: CRM Standard DataSources Support AIMD (After-Images with Deletion Indicator) delta procedure Selection Module: The Selection Module is used to fetch data from the BDoc based on the selection conditions entered in the Selection Conditions Tab Mapping Module: The selected BDoc data is converted into the extract structure from a mapping module that is entered in the BW Adapter metadata 2010 SAP AG 11

Extract Structure Tab Extract structure contains the amount of fields that are offered by an extractor in the source system for the data loading process. 2010 SAP AG 12

Selection Conditions Tab DataSources will fetch data from the database tables based on the selection conditions entered. For example: Selection Conditions OBJECT_TYPE = BUS20000111 will select only the Opportunity Header data as it is the Header DataSource. The Selections will be applied on the Segment name ORDERADM_H and Field Name OBJECT_TYPE. Note: Selections will differ based on the DataSource. 2010 SAP AG 13

Mapping Tab Extract StructureFld: It Lists Fields offered by the DataSource SegmentName: BDoc Segment Name (Mapping of BDoc Segment to the Extract Structure Field) SegmentFld: BDoc Segment Field. (Mapping of BDoc Segment Field to the Extract Structure Field). Source CRM Table fields can be easily identified from Segment fields BW Selection: Selection fields used in BW transaction RSA3. Limitation when selecting data in the OLTP Useful Transaction Codes T-Code SPRO SMOEAC SBDM SMW01 SMW02 SMQ1 SMQ2 BWA1 BWA5 ST22 Description Configuration Related Settings Administration console CRM Middleware BDoc Modeler Transaction for Monitoring BDocs Display BDoc Message Summary Queue RFC Monitor for Outbound queue Queue RFC Monitor for Inbound queue BW Adapter BW Adapter DataSources Short Dump Analysis Note: I would be soon uploading another document related to CRM Datasource enhancements. 2010 SAP AG 14

Related Content www.sdn.sap.com help.sap.com www.sapww.com/wp-content/uploads/.../bestpractice-bdoc-analysis-v2.pdf For more information, visit the Customer Relationship Management homepage. 2010 SAP AG 15

Disclaimer and Liability Notice This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade. SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk. SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document. 2010 SAP AG 16