Third Party Digital Asset Management Integration

Third Party Digital Asset Management Integration

Objectives At the end of this unit, you will be able to: Assign Digital Assets to CRM Objects Work with the Where-Used List Describe the necessary customizing and configuration settings SAP 2009 / Page 2

Content 1. Introduction 2. Third party Digital Asset Management Integration 2.1 Integration in CRM Objects 2.2 Where-Used List 3. Customizing settings SAP 2009 / Page 3

Third Party Digital Asset Management integration Third Party Digital Asset Management integration Benefits Cost savings through reusability of digital assets and elimination of double-entry work Faster time to market with most recent marketing material Enterprise services used to integrate a third party DAM tool with SAP CRM. Enhance the ability to manage and optimize the use of internal and external marketing materials such as product brochures, flyers, videos, and so on. Leverage Digital Assets which are stored in a third party DAM tool to assign them to CRM business objects such as Marketing Plans, Campaigns and Products. Digital Asset where used-list provides a list of CRM business objects which are using a specific digital asset. SAP 2009 / Page 4

Content 1. Introduction 2. Third Party Digital Asset Management Integration 2.1 Integration in CRM Objects 2.2 Where-Used List 3. Customizing settings SAP 2009 / Page 5

Integration in CRM Objects Digital Asset Assignment Block Digital Assets which are stored in a third party DAM tool can be assigned to products, marketing plans and campaigns. Within respective object an own assignment block Digital Assets is available. Marketing Plan Campaign SAP 2009 / Page 6

Integration in CRM Objects Add Digital Assets to CRM Business Objects By clicking the button Add on the Digital Asset assignment block, a search help pops-up. After searching and selecting a Digital Asset in the search result, it is listed within the assignment block of the respective CRM Business Object overview page. SAP 2009 / Page 7

Integration in CRM Objects Search Help Within the search help the user can set a flag to ensure that the link in the assignment block will always navigate to the highest version of the Digital Asset. If this flag will not be set the link will navigate to the version displayed and selected in the search result, although there might be newer versions in a later point in time. SAP 2009 / Page 8

Integration in CRM Objects Further Features Deleting Digital Assets in an assignment block just deletes the reference to the Digital Asset and not the asset itself View Asset: In a new window a preview of the asset will be shown By clicking on the hyperlink in the column Digital Asset Title the external DAM-system is called and the user can edit the selected asset directly on the external system (e.g. change title) To make the changes visible to CRM immediately without refreshing the whole screen, the refresh button is needed SAP 2009 / Page 9

Content 1. Introduction 2. Third Party Digital Asset Management Integration 2.1 Integration in CRM objects 2.2 Where-Used List 3. Customizing settings SAP 2009 / Page 10

Where-Used List Where-Used List is needed to search for all CRM Business Objects which are using a specific Digital Asset which means which have a specific Digital Asset assigned After searching for the respective CRM Business Objects, it is possible to do further actions such as remove Digital Asset, assign new Digital Asset or replace Digital Asset SAP 2009 / Page 11

Where-Used List Identify Digital Asset Search for relevant Digital Asset via Search help Select relevant Digital Asset by selecting the line in the result list SAP 2009 / Page 12

Where-Used List Result After creating the Where-Used List, all CRM Business Objects which have the Digital Asset assigned, are displayed. The different objects are listed separately. After selecting relevant objects, there are different functions to change the digital asset assignments within the selected objects. SAP 2009 / Page 13

Where-Used List Further Functions SAP CRM DAM system Select All / Deselect All - the user can select all relevant objects via marking each line or with help of the buttons Select All and Deselect All. Remove Digital Asset - all assignments of the selected objects to the Digital Asset are deleted. Not the Digital Asset itself! Assign New Digital Asset - if there are related Digital Assets to the already assigned Digital Asset, the user can assign further Digital Asset to all selected CRM Business Objects. Replace Digital Asset - if the assigned Digital Asset needs to be replaced by another Digital Asset, the user can use the function Replace Digital Asset. Remove Object Assign new Object Replace Object SAP 2009 / Page 14

Content 1. Introduction 2. Third Party Digital Asset Management Integration 2.1 Integration in CRM objects 2.2 Integration in CRM mail forms 2.3 Where-Used List 3. Customizing settings SAP 2009 / Page 15

Customizing Settings The following settings are necessary to use the Third Party DAM Integration: 1. Activate the Business Function Marketing Productivity (or the industry specific BF Intellectual Property Management) 2. Add the Digital Asset assignment block for the relevant CRM objects via UI Configuration 3. Configure the logical port for outbound service calls (TRX: SOAMANAGER Web Service Administration) 4. Define parameters for DAM Integration (e.g.thumbnail size) 5. Optional: Generate the search structure for Digital Assets (necessary if 3rd Party DAM- System supports further search criteria) 6. Optional: Implementation of BAdI for Consistency check (default implementation for Media Industry available) Implementation of hidden search criteria Further Details can be found in Customizing documentation (SAP Reference IMG CRM Basic functions Third Party DAM Integration SAP 2009 / Page 16

Services Used for 3rd Party DAM Integration The following service-interfaces for outbound calls are provided as the basis for 3rd party DAM systems to integrate in SAP CRM: DigitalAssetCRMAllowedDigitalAssetTypesQueryResponse_Out CRM reads the available digital asset types supported by the DAM system. DigitalAssetCRMAllowedPropertiesQueryResponse_Out CRM reads the allowed search criteria supported by the DAM system (e.g. read all search criteria relevant for a specific Digital Asset Type). DigitalAssetCRMVersionBasicDataByElementsQueryResponse_Out CRM calls DAM to ask for Digital Asset Versions matching the search criteria. Result List contains attributes such as Asset ID, Version ID, identifying attributes and URL to assets thumbnail and URL to assets detail page (in DAM). DigitalAssetCRMVersionBasicDataByIDQueryResponse_Out Service to read Digital Assets which are assigned to CRM Business object and displayed in assignment block. Further details can be found in Service definition (TRX: SOAMANAGER Service Administration (Search by Consumer proxy with criteria DigitalAsset* ) SAP 2009 / Page 17

Lesson Summary This unit covered the main features and functions of the Third Party Digital Asset Management Integration SAP 2009 / Page 18

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