Mss Embedded Org Chart Config Guide

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SAP ERP 6.0

Enhancement Package 5

RKT for

Embedded Org Chart in

Manager Self-Services

June 2010


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2010 SAP AG. All rights reserved. / Page 2

Agenda

1. Embedded Org Chart Control

2. Configuration


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Embedded Org Chart in MSS

Managers can now select staff or organizational entities in applications such as HCM

Processes and Forms via a embedded org chart view. The organizational chart controlvisualizes organizational hierarchies within the managers' span of control. Users can

drill-down and navigate easily through their teams, finding a more human face of their

organization when they start a change request for a person, position or organizational

unit.

Embedded Org Chart view available in the following MSS applications:

HCM Processes & Forms:

Start Process for Employee

Start Process for Multiple Employees

Start Organizational Process

Competency Management:

Maintain Position Details


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Business Rationale

Customer Pain Points

Lack of transparency and user-friendliness when trying to pick an employee, position,organizational unit, or job within a manager's span of control when starting a change request

process or when editing position details within MSS.

Business Benefits

Better understanding of hierarchical relationships within the organization

Better comprehension of employeeorganization relationships Ability to find the right people in your organization faster and therefore work more efficiently

with manager self-services


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Background

The embedded Org Chart views are an alternative, optional frontend to the existing

Object and Data Provider (OADP)-based frontends in the applications mentioned.

In case the user logs-on in the Accessibility mode, the classical OADP Web Dynpro

screens will automatically show up and be used by the screenreader software.

Note on Licensing:The embedded Org Chart view has been developed in cooperation with Nakisa.

The usage of this component (technical name EMBEDDED_ORGCHART 605) is free

of charge for MSS Customers, i.e. customers who have purchased the respective

license types for Manager Self-Service.

In contrast to Nakisas solution extension SAP Talent Visualization by Nakisa (STVN),

the Embedded OrgChart for MSS is not tied to an additional license fee - it is not sold

as part of STVN, but is integral part of SAP ERP EhP5.


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Toolbar Features

Zoom:

Always on top, user can close by clicking toggle button in toolbar

Filter:

if filter values are activated, boxes not matching the filter criteria are shown greyed out

Hierarchy Structure Selection:

changes the objects shown in the Org Chart based on pre-defined hierarchy structures

Data View Selection:

changes the field content of the boxes based on pre-defined data views Settings:

allows user to store personal settings as new default

Styles:

Choose between vertical, condensed, horizontal, combined

Simple search:

Search for any keyword across object types and fields Advanced search:

Search across object types with one or more search fields


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Styles (1): Horizontal and Vertical



Styles (2): Condensed and Vertical Condensed



Navigation (1)

Expand / Collapse hierarchies

one or two buttons,

depending on chosen hierarchy type

Opens up context-specific

drop-down menu

Make selected box the new root node

Move up one level

(if authorization allows)



Navigation (2)

Scrollbars within the Org Chart container will appear automatically when you move your

mouse indicator towards the borders of the Org Chart.

Note:

You can also move the entire chart by simply

using drag & drop for the entire chart, thus

moving the chart to any direction you like.



Multi-Select Features for Start Process for

Multiple Employees

For application Start Process for Multiple Employees, a Multiple Selection tray is

available as part of the toolbar.

It is open by default when the user enters the application.

Use drag & drop or press CTRL key and select multiple boxes. Selected boxes will

show up in Multiple Selection tray. Then proceed to next step in the roadmap via

standard navigation buttons.



Zoom & Map Panel

Map: serves as navigation and orientiation when

moving through larger structures. Move little rectangle to move

org chart in main content frame

Zoom factor to enlarge/decrease size of texts and portraits

Fit-to-page Center Org Chart

Scrollbars coming up as transparent panes when moving mouse over

edges of Org Chart area

Default zoom factor can be set in customizing



Personal Settings

Allows user to set personal defaults for:

Hierarchy structure (objects)

Data View

Individual field selection

Style

Hierarchy levels to be automaticallyexpanded

Zoom factor



Choose Between Different Hierarchy Views

and Data Views

Temporarily switch between different

Hierarchy Structures (objects) and

Data Views (box content)

Will immediately refresh the org chart below

Categories are configurable in dedicated Org Chart visualization customizingbased on existing OADP views



Simple Search

Google-like search for any keyword across object types, i.e. user does not have to

decide first which field he is looking for and which object type

Search will be run within entire area of responsibility of user (in backend)

Delivers results regardless whether the all objects are already expanded and

therefore visible in the org chart

Show in hierarchy feature allows user to identify search results in hierarchy to verify

whether they have found what they had been looking for.



Advanced Search

Search with combination of search fields across object types

E.g. searching for Org Unit ID will bring up the corresponding Org Unit as well as theassigned objects (positions or employees) in the Org Unit in the results lists.



View Details per Object in a Short Profile

A details panel called Short Profile

is shown next to the Org Chart.

The content of the details panel can

be adapted by way of adapting the

interface IF_HIER_VIS_BUILDER

which serves as enhancement spot

in via the standard enhancement

concept of SAP.



Agenda

1. Embedded Org Chart Control

2. Configuration



Activate & Configure

Download Flash component from SAP ServiceMarketplace Download Area:

- SAP Note 1485853 Installation of EMBORGCH 605 auf ERP 6.0 EHP 5

- SAP Note 1433225 Organizational Chart Visualization in Manager Self-Services

Activate Business Function HCM_PD_UI_1.

Configure the necessary IMG Settings to model the viewsand data in the Embedded Org Chart (Customizing of

Manager Self-Service (mySAP ERP) Organizational ChartVisualization)

Note:Make sure the WebDynproABAP component HIER_VIS_UI_WRAPPER

is set to active in the SICF.



User Parameter

For testing purposes, you can switch on and off the Org Chart visualization via user parameter

PDVIS_OFF = X in SU01 for a specific user. If switched off, the frontend will display the

respective OADP-Web Dynpro screens.



Configuration

IMG Configuration contains:

Activation of Org Chart control per application Configuration of Hierarchy Structures (object views)

Configuration of Box Content (data views, fields, styles, colors)

Option to take over either SAP preconfigured customizing settings, or any customer-specific

OADP configurations existing in the current implementation of the MSS applications in question



Configure Organizational Chart Visualization

Check Standard Organizational Chart Configuration:Customer can review the standard settings shipped in system tables (s-tables, cross-client).

Note: By default, once the Business Function is switched on, the Org Chart Visualization is active per SAPsstandard customizing settings.

Transfer Standard Organizational Chart Configuration:Customer can transfer SAP standard delivery to customer tables (c-tables, client-dependent),

then adapt to their need.

Import Data from Object and Data Provider:If customer already has configured MSS applications with specific OADP-customizing, he can also choose to

import existing OADP views into the Org Chart Visualization customizing (instead of taking over SAP

delivered preconfiguration)

Maintain transferred Organizational Chart Configuration:Here, customers can create own configuration up from scratch, or adapt transferred SAP standard

customizing, or adapt their transferred OADP views.



Check Standard Organizational ChartConfiguration Configuration SamplesSettings for navigation nodes (in

our applications = Org Unit)

Settings for object boxes

assigned to a node

(employees, positions or jobs in

our applications)

Possibility to add actionable events in

navigation box menu

(does not include SAPs standard,

application-specific menu actions)

Possibility to set attributes forfields within navigation boxes

Possibility to add actionable events in

object box menu

(does not include our standard,

application-specific menu acitons)

Possibility to set attributes for

fields within object boxes



Maintain Standard Organizational ChartConfigurationWorking with View Clusters:

Work your way down top-bottom in the structure in the left navigation frame

Before you can move to the next level in the tree in the left navigation frame, you must select

a value on the right hand detail frame.

Double-clicking or choosing will show the Details screen per selected item in the right

hand detail frame.



Maintain Standard Organizational ChartConfiguration HierarchyActivate Org Chart Visualization

for a hierarchy (here

Webdynpro application)

Enable panels in Org Chartcontrols toolbar per hierarchy

Implementation Class:

defines relationship between Org

Chart dlements and OADP-

defined objects / fields / views

/business logic

Define cross-user defaults

(can be overwritten by user-

specific settings)



Configuring Toolbar Panels of Org Chart

Control


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Maintain Standard Organizational ChartConfiguration StructureOverview of all Hierarchy

structures. Admin user should

select one and choose Details(or double-click)


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Structure Details + Org Chart Frontend

Colors used for Navigation

Boxes and Object Boxes are

defined here (left color bar in

box)

This setting

represents the textfor the tooltip of the

expan (+) icon for

the Object Boxes.The same text

appears in the

context menu of theBox for the Expand

Action


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Navigation Field Group

Controls text represented as

group header in the Settings

and Advanced Search panels.


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Navigation Events

You can add events that will show up in the context menu of a

navigation box.

Events need to be implemented in the Web Dynpro component that

is embedding the UI wrapper component

(HIER_VIS_UI_WRAPPER).


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Navigation Fields

1 = Photo Area, 2 = Text Area, 3 = Icon Area


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Navigation Box Field Formatting

Use these settings to

- show/hide field lables

- Configure font styles

O G


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Object Field Group

Employee portraits to be

shown in the org chart boxes

will be taken from the path

you specify here.

Obj t E t


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Object Events

You can add events that will show up in the contextmenu of a navigation box.

Events need to be implemented in the Web Dynpro

component that is embedding the UI wrapper

component (HIER_VIS_UI_WRAPPER).

Obj t Fi ld


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Object Fields

Item index:defines the Order of the field in the

Box.

Sort order:

defines the order in which this field

will be sorted e.g. sort order 2 for

Employee Name and sort order 1

for Personnel Number means that

the records will be first sorted by

Personnel Number and then byEmployee Name.

Sort Flag:

selection of Ascending/Ddescending

order.

Event Identifier:

event code for the events defined at

field level (for example enabling link

for the field Email).

Obj t B Fi ld F tti


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Object Box Field Formatting

Use these settings to

- show/hide field lables

- Configure font styles


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Transfer Standard OrganizationalConfigurationIn order to modify SAPs standard configuration from the previous IMG activity (s-tables of view cluster), you

have to copy them in this activity to a customer-controlled space of the configuration view cluster (c-tables).

Then you can change all SAP-delivered settings in IMG activity Maintain Transferred Organizational ChartConfiguration.


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Import Data from Object and Data ProviderYou use this report to migrate any existing Object and Data Provider (OADP) configuration to the

Organizational Chart Visualization (hierarchy visualization) configuration, if you have already OADP

configuration for the Webdynpro applications in place. The OADP enables you display structures fromOrganizational Management in a list or tree structure.

In order to create an organizational chart based on the existing OADP configuration, conceptual mapping

between the OADP and hierarchy visualization entities is required, which SAP delivers in an implementation

class for the supplied configuration and applications.

Select existing OADP views to add them

to the configuration tables of the

Organizational Chart Visualization.

Transfers OADP views into the c-

tables of the Organizational Chart

Visualization view cluster.

Background: Semantic Mapping Between OADP Fields and


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Org. view in OADP is represented as Category in Org Chart Hierarchy Visualization

Data view in OADP is represented as Field Group in Org Chart Hierarchy VisualizationColumns in OADP are represented as Fields in Org Chart Hierarchy Visualization

Background: Semantic Mapping Between OADP Fields and

Fields in Organizational Chart Visualization Customizing

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Mss Embedded Org Chart Config Guide

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