solution manager handbook for project members and 2. line supporters

Handbook

Module SOLMAN

SAP Solution Manager

Date created Date changedSOLMAN version:

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User Handbook

User HandbookRevision 2.0

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Purpose.............................................................................................................................. 4

Introduction and logon information................................................................................4

What is a SOLMAN project?........................................................................................... 5The SOLMAN Process Model - a three level structure...................................................7Switching between SOLMAN projects...........................................................................9

Business Blueprint mode................................................................................................ 10Creating, deleting or editing business scenarios, business processes or process steps....11When is an entry in the Process Model a Process Step and when is it a document?.......11How to make Forms, Programs/Interfaces etc. visible in the process model..................12Adding transactions...................................................................................................... 14Accessing transactions in the target system...................................................................15

Configuration mode........................................................................................................ 16Adding IMG Objects.................................................................................................... 17Accessing IMG Objects................................................................................................ 18Selecting responsible person and status of an IMG Object............................................19

Documentation................................................................................................................ 20Creating new documentation......................................................................................... 20Adding keywords to documents....................................................................................21Linking to another document........................................................................................22Editing documentation.................................................................................................. 23Changing the status, owner or title of a document.........................................................24Viewing document history............................................................................................ 25Displaying a list of all places where a specific document is being used.........................26

Reporting/searching....................................................................................................... 27Searching for documents via their titles........................................................................28Searching for documents that a specific team member/function is responsible for........29Searching for documents last changed by a specific person..........................................30Searching for documents with a specific status.............................................................31Searching for documents last edited on a specific date or between two dates................32Generate a worklist with all process steps that a specific team member/function is assigned to.................................................................................................................... 33Generate a list showing IMG Objects that a specific team member is responsible for. . .34

General functionality...................................................................................................... 35Deleting entries (Process Steps, transactions, documents, etc.).....................................35Changing the sequence of entries (Process Steps, transactions, documentation, etc.)....36Assigning team members/functions to Scenarios, Business Procedures, or Process Steps..................................................................................................................................... 37

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Assigning team members/functions to Scenarios/Business Procedures/Organizational Units/Master Data AND their sub-processes.................................................................38Using the filter function to see only the processes that a specific team member is responsible for.............................................................................................................. 39

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Description Server System Number

PS0

TS0

sapps0.danfoss.dk

sapts0.danfoss.dk

63

93

Explanation

Experimental Env.

Productive Env.

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PurposeThe purpose of this document is to give future and current Solution Manager (SOLMAN) users knowledge on how to work with SOLMAN. Only functionalities regarded as relevant for the use of SOLMAN in Danfoss IT will be presented and described. This handbook describes how to perform different tasks in SOLMAN. Please be sure to have read the general rules for using SOLMAN first. (You will find them in Standard 500B1032)

Introduction and logon informationSOLMAN is a tool for operating, implementing and documenting SAP projects. SOLMAN is useful during an SAP project and afterwards it is useful in relation to support.

The short description for SOLMAN in the Logon Pad is PS0. SOLMAN also has a test system called TS0. TS0 is for experimenting with SOLMAN and there is no connection at all between PS0 and TS0 (i.e. no transporting between the two systems). Below you can see a list of necessary information if you need to add PS0 or TS0 to your SAP Logon Pad.

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What is a SOLMAN project?SOLMAN is divided into projects:

Each project consists of a Process Model where transactions, IMG objects (for customizing), and documentation for that project is stored. The Process Model is described in detail later. In Danfoss IT we use three different kinds of projects:

THE DANFOSS TEMPLATE PROJECT (The master template from which we copy when creating new system templates):

SYSTEM TEMPLATE PROJECTS (Typically there is one system template project per SAP system except for P08 where we have two system templates – one for sales companies and one for production companies):

IMPLEMENTATION PROJECTS (These are copied from system templates and can for example be used when rolling out a system template to different countries. They are not relevant for basis support):

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Below you can see a graphical description of the different projects and their relation:

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TEMPLATE

P02_TMP

P02DKDD P02USDD

Implementation projectsTemplate project

System Template (Support interest)

Implementation Project (Project

Interest)

SAP P02

Target SAP

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NOTE: When you are working on a Danfoss IT project, e.g. DKDD, you are both interested in the system template (for general P02 documentation) and the DKDD implementation project where you create company deviation documentation.

NOTE: All basis support is done via the system templates. No support relevant documentation is in implementation projects. Before a project is handed over to support the company deviation documentation is moved from the implementation to the system template project.

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The SOLMAN Process Model - a three level structure

A SOLMAN project consists of a Process Model (see Figure 1). The DANFOSS TEMPLATE Process Model aims at covering all business processes relevant for the Danfoss companies (production, sales, finance etc.). You are advised to familiarize yourself with the DANFOSS TEMPLATE Process Model since all SOLMAN projects use the whole of or parts of this process model.

A SOLMAN Process Model is hierarchical and consists of three levels. The Process Model can be accessed in both Business Blueprint and Configuration mode (see below). However, editing the structure is only possible in Business Blueprint mode (which is only done by SOLMAN super users). The difference between Business Blueprint and Configuration is explained in detail later in the handbook under the headings “Business Blueprint” and “Configuration”.

Figure 1: How to access the Business Blueprint and the Configuration mode.

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NOTE: You are advised to familiarize yourself with the process model in the DANFOSS TEMPLATE project since this process model is used in all other SOLMAN projects.

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The three levels in the Process Model are: Scenario level Business Process level Process Step level

Figure 2: The three levels in the Process Model

Transactions, IMG objects (for customizing) and documentation can be added to a SOLMAN project on all three levels. However, you are advised to add transactions and IMG objects on the process step level only (or under “Organizational Units” or “Master Data” as these pins contain only one level).

From the process model it is possible to “jump” to SAP systems that are connected to the SOLMAN project you are in. Each project is connected to systems relevant for this project (e.g. a P08 project will be connected to T08, Q08 and P08). This means that if you have added a transaction or an IMG object in a specific project you can jump directly to this transaction or customizing point in the target system. When you are finished in the target system you can go directly back to the SOLMAN project and, if you have customized, document your customizing.

Adding transactions, IMG objects and documentation is described in detail later.

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Scenario level

Business Process level

Process Step level

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Switching between SOLMAN projects

1. When you are in Business Blueprint or Configuration mode, click on the “Other Project” icon.

2. In the following window, double-click the Project you wish to change to.

Figure 32: Changing to another project

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TIP: Instead of clicking on the “Other Project” icon, you can just press Shift +F5

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Business Blueprint modeIn Business Blueprint mode you can edit the Process Model and select what is in and out of scope (only in implementation projects). No configuration can be done in this mode. Hence, the Business Blueprint mode is only for scoping and blueprinting (Creating documentation of the “To-be Business Processes”).

Below is a screen shot of what you can see when entering the Business Blueprint mode:

Figure 3: Business Blueprint mode

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NOTE: The Process Model structure can only be restructured in Business Blueprint mode

NOTE: You are NOT allowed to change the processmodel yourself! Only scoping is allowed

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Creating, deleting or editing business scenarios, business processes or process steps

If you believe a change is necessary, DO NOT make this change yourself. Instead, create a ticket via 6111 explaining why you want this change. Then the Information Architects will decide if this change is to be carried out. If they decide to make the change, the SOLMAN super users will make this change in all SOLMAN structures.

When is an entry in the Process Model a Process Step and when is it a document?

Sometimes it can be difficult to decide how many Process Steps are needed to describe a given business case. Imagine having to document many different order types. In theory one could either create many Process Steps, or one could upload many documents on the same Process Step. Both solutions would be usable, however, in Danfoss it has been decided, that we only create new Process Steps, if the business process behind differs substantially from other Process Steps. I.e. if two ordertypes are practically the same, they do not require two different Process Steps, but can be described in two documents uploaded on the same Process Step.

The following rule describes in general when it is okay to create a new Process Step and when a given Business Process needs to be described as documents on a Business Process step level in the Process Model:

Example:

The sales order types: Many of them behave almost identically but have different names. If they are almost identical they are DOCUMENTS on a Process Step - Use for example the template: “Danfoss Business Process Description” to describe each of them. If an order type performs differently from the others: e.g. a Credit Memo Request vs. a Return Order, THEN it is a new Process Step! (See Figure 35)

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It is a new Process Step when it DIFFERS from other Process Steps

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Figure 35: Example on how to use the “Gen. Documentation” tab instead of creating a new Process Step.

How to make Forms, Programs/Interfaces etc. visible in the process model

Interfaces/forms/programs/user exits are created as Process Steps in SOLMAN. They are described in documents (in the tab “Gen.Documentation”) on the Process Step level.

Example: How to make EDI visible in the Process Model

In order to secure a standardized naming of these special processes the following names can be used to make forms, programs etc. visible in the Process Model:

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EDI (DEDID + Table setup)Workflow processingFormsUser exits, Programs and Tables (Danfoss developed)Forms, Programs and user exits are maintained by Programming Office and therefore the documentation is kept in Development Object database. During projects it can be kept in SOLMAN until handed over to Programming Office. Once it has been handed over, it must still be visible in SOLMAN that there exists a program/interface/form. This is done by uploading an empty document. In the title of the document you must write the development object number, ex: “Purchase Order Form - dev. obj. no. 123456”

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Adding transactionsTransactions are added either at the Process Step level or under “Organizational Units” or “Master Data”.

1. To add a transaction, select the Process Step in the Process Model to which you want to add the transaction.

2. Click on the “Transactions” tab. Here all transactions that are currently assigned to the relevant Process Step in the Process Model are displayed.

3. Select “Transaction” as type in an empty line.4. Type in the transaction code in the “Object” field and press Enter.5. Save the changes.

Figure 7: Adding transactions

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Accessing transactions in the target system

1. Select the relevant Process Step in the Process Model.2. Select the “Transactions” tab. Here all transactions that are currently assigned to

the relevant Process Step in the Process Model are displayed. 3. Double-click on the relevant transaction code. Alternatively, click on the watch

next to the relevant Process Step in the Process Model (This is the same as double-clicking the transaction code currently marked as “Standard” in the “Transactions” tab.

Figure 8: Accessing transactions

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Configuration modeSOLMAN is not only a documentation tool, but can also be used as a project implementation tool. This means that you can control the configuration of your target system via SOLMAN. To do this you must make sure that SOLMAN is connected to the target system (if you experience problems, please contact a SOLMAN application consultant). But you must also make sure that the IMG Objects used to configure the target system are added to your SOLMAN project.

The idea is that you once and for all copy relevant IMG “shortcuts” to SOLMAN Process Steps. Once you have done this you can enter the IMG via SOLMAN using the shortcuts, and it will be very easy for others to see how the system has been configured on every Process Step.

Assigning and accessing IMG Objects in SOLMAN is very easy as can be seen in the two following descriptions.

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NOTE: Adding/removing/ac-cessing IMG Objects can only be done in Configuration mode

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Adding IMG Objects

1. Go to Configuration mode.2. Select a Process Step at the Process Step level or a Process Step under

“Organizational Units” or “Master Data”. 3. Select the “Configuration” tab. Here you will see a list of IMG Objects currently

associated to this Process Step.4. In an empty line, select “IMG Object” in the “Type” field.5. Click in the “Object” field and press the button to the right or press F4. This will

open the SAP IMG.6. Click on the relevant IMG Object.7. Press the “Select” icon and then press the “Copy Selected Nodes” icon.8. Save the changes.

Figure 10: Adding IMG Objects

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NOTE: Please add IMG objects in the “Configuration” tab instead of adding customizing transactions (e.g. VOTX) in the “Transactions” tab.

NOTE: You can also type in customizing transactions, e.g. VOTX, directly in the object field in the “Configuration” tab. But this should be combined with an IMG Object so that other SOLMAN users will know where in the IMG these transactions lead to.

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Accessing IMG Objects

1. Go to Configuration mode - see Figure 1 to learn how to do it.2. Select the relevant Process Step.3. Select the “Configuration” tab. Here you will see a list of IMG Objects currently

associated to this Process Step.4. Double-click the IMG Object you wish to access.

Figure 11: Accessing IMG Objects

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Selecting responsible person and status of an IMG Object

1. Go to Configuration mode - see Figure 1 to learn how to do it.2. Select the relevant Process Step.3. Select the “Configuration” tab. Here you will see a list of IMG Objects currently

associated to this Process Step.4. Select status in the “Processing Status” field.5. Select responsible team member in the “Person Resp. for Conf.” field.6. Save the changes.

Figure 12: Selecting responsible person and status of an IMG Object

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Documentation

Creating new documentation1. Select the position in the Process Model where you want to add documentation.2. Click on the “Gen. Documentation” tab (or “Proj. Documentation if you are in an

implementation project). 3. Press the “Insert Document” icon. Here you will see a list of all current documentation

available at the relevant position in the Process Model (Look in Corporate Standard 500B1032 to learn about the different documentation templates).

4. Give the document a title (VERY IMPORTANT: Choose your words carefully and make them as descriptive as possible. You need to be especially careful because the reporting functionality uses the title when searching for documents. The title search functionality is in fact the only way to search for specific documents based on their content). Also note that if there is a Development Object connected to the documentation, it is important to mention the Task ID in the Title. And if the documentation contains info about a Y/Z table it is a good idea to include the table name in the title.

5. Select documentation type and press the radio button ”Create New Document”. 6. Select a status for your document: When a document is not finished, it status must be: “In

processing”. When a document IS finished, its status must be “Released”. Press enter.7. An empty document is opened in Word or Excel. Fill out the document and press save.

Close the Word or Excel window and press “Yes” when asked if you want to save the changes.

Figure 13: Creating new documentation

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Adding keywords to documents

When you have created a document it is important to add one or more keywords to this document. This is useful when making reports. As a minimum, it is required that you add the SAP application area that this document is relevant for. All application areas have been created as keywords. In some projects other keywords may have been added as well. Therefore, look at all keywords and see if it makes sense to add any of them to your document.

If new keywords are wanted, e.g. by a project team member or a project manager, they can be requested through your SOLMAN super user.

How to add keywords to documents:

1. Select the document you want to add keywords to.2. Click on the “Attribute” icon.3. Select one or more relevant keywords.4. Save.

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Linking to another document

1. Select the position in the Process Model where you want to add documentation.2. Click on the “Gen. Documentation” tab (or “Proj. Documentation if you are in an

implementation project). Here you will see a list of all current documentation available at the relevant position in the Process Model.

3. Press the “Insert Document” icon.4. Click on the radio button “Link to a Solution Manager Document” and press Enter.5. Select the project where the document you wish to link from is situated (this will

typically be the TEMPLATE project or your own project. Type in selection criteria and press Enter.

6. Double-click on the relevant document. This document is now linked to (NOT copied) from your own project.

Figure 14: Linking to another document

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NOTE: If a document is used in several places it is only necessary to edit it from one of these places and the changes will be visible from all other places

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Viewing documentation1. Simply double-click on the document you wish to view. By double-clicking, the

document is displayed in display mode only so you cannot edit it.

Editing documentation

1. Select the document you wish to edit.2. Press the “Change” icon (the pencil). The document opens and you can do your

editing. Don’t just double-click the document as this will open the document in display mode only.

3. Remember to save the document after editing. Close the editing window and press “Yes” when asked if you want to save the changes. (NOTE: If you edit a linked document, no matter where you edit it, the changes will be visible in all places where the document is used. In other words, you only need to edit a linked document in one place).

Figure 15: Editing documentation

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NOTE: Double-clicking on a document will open it in display mode only. Editing is only possible using the

“Change” icon:

IMPORTANT: If a document has been inserted in the document you are viewing you can only open this attachment if you are in change mode

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Changing the status, owner or title of a document

1. Select the relevant document.2. Press the “Attribute” icon.3. In the “Attribute” window, select “Status”, “Title” or “Owner”.4. Press the “Save” icon.

Figure 16: Changing the status, owner or title of a document

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Viewing document history

1. Select the relevant document.2. Press the “Attribute” icon.3. Click on the “History” tab. A document history is shown where you can see when

the document has been edited and who has done the editing. 4. If you wish to view the different versions of the document, simply select the

relevant document and press the “Display” icon (the glasses).

Figure 17: Viewing document history

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Displaying a list of all places where a specific document is being used

1. Select the relevant document.2. Press the “Where-Used List” icon.3. Press “Display all”. This results in a list of all places (e.g. the ENTERPRISE

project) where the selected document is also being used.

Figure 18: Displaying a list of all places where a given document is being used

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Reporting/searchingNormal SAP reporting functionality applies to SOLMAN reports (e.g. variants, navigation, table/tree view, download functionality etc.). The different searches described in the following sections can be combined as you like.

The reporting/searching functionality is accessed by selecting “Reporting” in the User menu (Figure 19). This will lead you to the menu shown in Figure 20.

Figure 19: Accessing the reporting/searching functionality

Alternatively you can access “Project Analysis” menu from Business Blueprint or Configuration mode via the top menu:

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Figure 20: The “Project Analysis” menu

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Searching for documents via their titles

1. Click on one of the two “Documentation” menu entries in the “Project Analysis” menu (Figure 20 - page 25).

2. In the “Name” field, type in the words you want the document title to contain. If you know the entire title of the document, simply type in the title and press F8. If you want to search for document titles containing a particular word (e.g. “Order”), type in the word in the following way: “*order*” and press F8. This will result in a list of all documents with the word “Order” in their title. To search for document titles using two or more search words (e.g. “Transfer” and “Order”), type in the words in the following way: “*transfer* *order*” and press F8. Beware that this report will only display documents with document titles where the word “Transfer” comes before the word “Order” (e.g. a document with the title “Confirm Transfer Order”). The sequence of the words typed in is very important as it influences what documents will be found.

3. A list of documents found can be seen in the following window by selecting the desired subtree and pressing the “Expand subtree” icon.

4. Alternatively, press the “Table” icon to view the documents found in table view.

Figure 21: Searching for documents via their titles

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Searching for documents that a specific team member/function is responsible for

1. Click on one of the two “Documentation” menu entries in the “Project Analysis” menu (Figure 20).

2. In the “Person Responsible” field, select the relevant team member/function.3. Press F8/press the “Execute” icon.4. To learn how to view the results of the search, see point 3 and 4 under “Searching

for documents via their titles”.

Figure 22: Searching for documents that a specific team member/function is responsible for

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Searching for documents last changed by a specific person


2. In the “Last Changed by” field, select the relevant person.3. Press F8/press the “Execute” icon.4. To learn how to view the results of the search, see point 3 and 4 under “Searching


Figure 23: Searching for documents last changed by a specific person

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Searching for documents with a specific status


2. In the “Status” field, select the status you wish to search for.3. Press F8/press the “Execute” icon.4. To learn how to view the results of the search, see point 3 and 4 under “Searching


Figure 24: Searching for documents with a specific status

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Searching for documents last edited on a specific date or between two dates


2. In the “Changed at” field, select the relevant date. If you wish to search between two dates, select the two relevant dates.

3. Press F8/press the “Execute” icon.4. To learn how to view the results of the search, see point 3 and 4 under “Searching


Figure 25: Searching for documents last edited on a specific date or between two dates

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Generate a worklist with all process steps that a specific team member/function is assigned to

1. First, decide whether you want to search for assignments made in Business Blueprint mode or Configuration Mode. Click on “Worklist” under either “Business Blueprint” or “Configuration”. (NOTE: If you want to know which Scenarios your function is generally responsible for, you need to go to Business Blueprint mode)

2. In the “Team Member” field, select the relevant team member/function.3. Press F8/press the “Execute” icon.4. To learn how to view the results of the search, see point 3 and 4 under “Searching


Figure 26: Generate a worklist with all process steps that a specific team member/function is assigned to

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Note: Assignments made in Configuration mode can only be found in Configuration reports and assignments made in Business Blueprint mode can only be found in Business Blueprint reports

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Generate a list showing IMG Objects that a specific team member is responsible for

1. Go to “Reporting” in the SOLMAN main menu.2. Click on “Configuration”.3. In the “Person Resp. for Conf.” field select the relevant team member.4. Press F8/press the “Execute” icon.5. To learn how to view the results of the search, see point 3 and 4 under “Searching


Figure 27: Generate a list showing IMG Objects that a specific team member is responsible for

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General functionality

Deleting entries (Process Steps, transactions, documents, etc.)

1. Select the desired entry.2. Click on the “Delete row” icon.3. Save the changes (if available, just click on the “Copy the changes to the structure”

icon.

Figure 28: Deleting entries

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Changing the sequence of entries (Process Steps, transactions, documentation, etc.)

1. Select the relevant entry.2. Move the entry up/down with the arrow icons. 3. Save the changes (if available, just click on the “Copy the changes to the structure”

icon.

Figure 29 : Changing the sequence of entries

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Assigning team members/functions to Scenarios, Business Procedures, or Process Steps

1. Click on the relevant position in the Process Model. 2. Select the “Administration” tab. If any team members/functions (CRM, SCM etc.)

are assigned to this Process Model position in the relevant mode (Business Blueprint or Configuration), you will see the team members’ names.

3. Press the “Add Entry” icon.4. Select the relevant team member(s).5. Press the “Copy Selection” icon.6. Save changes.

Figure 30: Assigning team members/functions to Process Steps

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Note: Assignments made in Configuration mode are only visible in Configuration mode and assignments made in Business Blueprint mode are only visible in Business Blueprint mode

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Assigning team members/functions to Scenarios/Business Procedures/Organizational Units/Master Data AND their sub-processes.

1. If you want to assign a team member/function to e.g. a Scenario and all processes under this Scenario (Business Processes, Process Steps, etc.), click on the relevant position in the Process Model. (NOTE: Assignments made in Configuration mode are only visible in Configuration mode and assignments made in Business Blueprint mode are only visible in Business Blueprint mode)

2. Select the “Administration” tab. If any team members/functions (CRM, SCM etc.) are assigned to this Process Model position in the relevant mode (Business Blueprint or Configuration), you will see the team members’ names.

3. Click on the “Make Mass Changes” icon and click on “Add”.4. Select the relevant team member(s).5. Press the “Copy Selection” icon.6. Save changes.

Figure 31: Assigning team members to Processes AND sub-processes

© 2004 Danfoss IT 08/04/2023

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Note: Assignments made in Configuration mode are only visible in Configuration mode and assignments made in Business Blueprint mode are only visible in Business Blueprint mode

Handbook

Module SOLMAN



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Using the filter function to see only the processes that a specific team member is responsible for

1. Click on the “Filter Structure” icon and click on “Team Member”2. Select team member and press Enter

Figure 33: Using the filter function

© 2004 Danfoss IT 08/04/2023

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solution manager handbook for project members and 2. line supporters

Documents