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SMI310 Lesson: Realization

j) Select your request, SMI310-##, in the Request field and Continue.


2. Assign the related IMG activity to process step Create Order in ERP
(Configuration tab) and Save.
a) In column Object, use possible entry help (F4) and launch related
project IMG (SAP ERP).
b) Go to the IMG activity in the table.
c) Select/Mark IMG activity.
d) Choose Select/Deselect button to select the IMG activity and continue
(Transfer selected nodes button). The IMG activity will be assigned to
process step Create Order in ERP in the Configuration tab.
e) Save.

Task 2:
Leverage Business Configuration (BC) Set technology to cluster and standardize
customizing for process steps Create Order in ERP and Create Order in CRM to
be re-used in other development systems.
1. In the user menu, go to Configuration <SOLAR02>
Assign the existing BC Set ZSMI to process step Create Order in ERP and
display the content of the BC Set.
a) Navigate to<Group Project Description> Training Project
Business Scenarios Sales <##> Business Processes Sales
Process <##> Create Order in ERP.
b) Choose the Configuration tab.
c) Choose type BC Set and use possible entry help (F4) in column Object.
d) In search screen, enter Z* in column Bus. Config Set and continue
(Start search button).
e) Select BC Set ZSMI in the list, assign via Copy button and Save.
f) Select the row with the BC Set.
g) Choose Display button to view BC Set content.
2. Create a new BC Set for process step Create Order in ERP.
Choose the create option IMG hierarchy and enter the following:

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Unit 3: Managing Implementation Projects - in Detail SMI310

Field Name Values


BC Set ZBC_##
Short Description <text>
Software Component SAP_APPL

a) On an empty row, choose type BC Set.


b) Select the new row and choose the Create button.
c) Enter the data from the table and Continue.
3. Include the customizing entry that you created for the IMG activity in step
1 in the BC Set
a) Navigate to the IMG activity used in Step 1.
b) Double-click on the Execute button to load the customizing data in
the right screen.
c) Mark several rows/values in the Data Records table and Save as local
object ($tmp).
d) Go back to the overview screen with the Back button (F3).
e) Save.

Task 3:
Prepare for Case/Unit Testing
1. In the Test Cases tab, assign predefined manual test case ZSMI to process
step Create Order in CRM.
a) Navigate to <Group Project Description> Business Scenarios
Sales <##> Business Processes Sales Process <##> Create
Order in CRM.
b) Choose the Test Cases tab.
c) In column Test Case Type, choose Manual Test Case and use possible
entry help (F4) in column Test Case to search for the test case.
d) In search screen, enter Z* as test case and continue (Execute button).
e) Check ZSMI in the list, continue (Accept button) and Save.

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SMI310 Lesson: Realization

2. In the Test Cases tab, assign predefined manual test case ZSMI to process
step Create Order in ERP and read the test case description.
a) Navigate to<Group Project Description> Business Scenarios
Sales <##> Business Processes Sales Process <##> Create
Order in ERP.
b) Choose the Test Cases tab.
c) In column Test Case Type, choose Manual Test Case and use possible
entry help (F4) in column Test Case to search for the test case.
d) In search screen, enter Z* as test case and continue (Execute button).
e) Check ZSMI in the list, continue (Accept button) and Save.
f) Select the row and choose the Display Description button to access
the test case description.
3. On the Test Cases tab, define your own manual test case for process step
Create Order in ERP.
Create the manual test case using the following data and save as local object
($tmp):

Field Name Values


Test Case ZTC_##
Title <text>
Component CA

a) In a new row, choose manual test case as type.


b) Select/Mark the row and use the Create button to create a new test case.
c) Enter the values as indicted in the table above and save as a local object.
4. Fill in sample data for the test case description for the created test case
a) Chose the Test case description button to launch the SAPscript editor.
b) Enter some sample data in Section&Description and Save.
c) Go back to the SAP Solution Manager using the Back button twice.
d) Save.
e) Select the row and choose the Display Description button to access
the test case description.

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Unit 3: Managing Implementation Projects - in Detail SMI310

Task 4:
Prepare for Integration Testing.
1. Create a test plan that includes the business process Sales Process <##>
as scope for your integration test 1. Consider the following data / naming
conventions while creating the integration test:

Field Name or Data Type Values


Title I1Test_SalesProcess_<##>
Test Set Integration Test 1
Responsibility SMI310-##

In user menu select STWB_2: Test Plan Management


a) From STWB_2, choose the Create Test Plan button.
b) Overwrite the proposed title with the one from the table above.
c) Use possible entry help (F4) to assign test set Integration Test 1 (I1)
and continue.
d) <Group Project Description> Business Scenarios Sales <##>
Business Processes Sales Process <##>.
e) Select all test cases and related transactions for Sales Process <##> via
the check-box in front of the business process.
f) Choose the Generate button to create the test plan.
Save as local object ($tmp).
2. Build a test package that reflects the area of responsibility of a typical
end-user Sales Clerk. Consider the following data / naming conventions
while creating the test package:

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SMI310 Lesson: Realization

Field Name or Data Type Values


Process Steps
Create Order in CRM
<NONSAP specific process
step>
Process Order
Create Order in ERP
Title TestPack_SalesClerk_<##>

a) Select created test plan in the list and choose Test Packages button
and then choose the Create Test Package button to create the related
test case.
b) Go to the Sales Process <##> and select via check-box all test cases
and related transactions of the process steps listed above.
c) Choose the Generate button, enter title and Continue.
In Settings, select 'With Transactions".
3. Assign the responsible testers to test package TestPack_SalesClerk_<##>
using the following values:

User
SMI310-##
SMI310-00

a) Select created test package in the list and assign testers via Assign
Tester button.

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Unit 3: Managing Implementation Projects - in Detail SMI310

4. In transaction Configuration, include project-specific developments in the


Transactions tab.
a) From the main menu, launch transaction Configuration.
b) Navigate to <Group Project Description> Business Scenarios
Sales <##> Business Processes Sales Process <##> Create
Order in CRM.
c) Choose the Transactions tab.
d) In column Type, select Program.
e) Use possible entry help (F4) in column Object to search for program
name Z* and continue. (Execute button).
f) Select an object from the list and continue (Accept button) and Save.
Save as local object ($tmp).

Task 5:
Perform tests related to your integration test 1.
1. In the user menu, choose Testing <STWB_WORK>
a) -
2. Launch test package TestPack_SalesClerk_<##>.
a) Double-click in Test Package column to access the test case.
b) Go to the process step Create Order in CRM Test Cases.
3. Read the test case(s) available for the process step Create Order in CRM.
a) In Test Case column, open the related test case description via
double-click on the document icon.
b) Read the test case description and continue (Enter button).
4. Run the related transaction to simulate the testing.
a) Go to the process step Create Order in CRM Transaction
Assignments
b) Choose the Execute button in column Test Cases to run the related
transaction.
c) Simulate a transaction test and return via Back button (F3)

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SMI310 Lesson: Realization

5. Track status of the test case and set it to TEST_ERROR.


a) In the row of the test case TestPack_SalesClerk_<##>, double-click on
the traffic light to launch the status maintenance screen.
b)
In Status tab, use possible entry help (F4) to set status to Errors. Restest
Required.
c) Optional: Maintain other values in Status tab to document the test.
6. Document the test results.
a) Choose button Test note to describe the results of the test.
b) Save and return via Back button (F3) to the status maintenance screen.
7. Optional: Create a message for the test case.
a) In the Problem Messages tab, create a message.

Task 6:
Monitor test progress via Status Information System:
1.
a) Choose user menu:Test Plan Management <STWB_2>
b) Select plan I1Test_SalesProcess_<##>, Status Overview button
2. Refresh testing results.
a) In the main screen, choose the Refresh button to view the refresh
testing results.
3. List all testing related messages for the test plan I1Test-SalesProcess_<##>
a) Select I1Test-SalesProcess_<##>.
b) Launch Message Overview
4. Visualize graphically the status of all test plans using bars as the chart type.
a) Select all test packages, then choose Display Graphics button.

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Unit 3: Managing Implementation Projects - in Detail SMI310

5. For the test plan I1Test_SalesProcess_<##>, display all test cases with status
Test_Error.
a) In Status Info System, select the row of the test plan
I1Test_SalesProcess_<##>.
b) Select Status Analysis View button and switch with Tabular Display
button to the table view.
c) Choose Set Filter button to access the filter menu.
d) Move value Status from right to left column with Add filter criterion
button and continue (Transfer button).
e) Select filter: Use possible entry help (F4) to select the error traffic
light as value and continue (Execute button).
6. Review the other options of the Status Analysis.

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SMI310 Lesson: Realization

Lesson Summary
You should now be able to:
Use Solution Manger to configure the system based upon the Blueprint
Requirements.
Understand the concept of Customizing Distribution.
Plan, manage and conduct testing of the system.
Understand the concept of BC Sets

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Unit 3: Managing Implementation Projects - in Detail SMI310

Lesson: E-Learning

Lesson Overview
This lesson describes the benefits and use of Learning Maps within Solution
Manager

Lesson Objectives
After completing this lesson, you will be able to:
Explain how E-Learning utilizes simulations and Learning Maps to provide
end-user training
Create a Learning Map and distribute it to end-users

Business Example
During Realization materials are being developed for end-user training. Those
materials must be made available to the people who need it using the E-Learning
functionality in Solution Manager.

E-Learning Tools

Figure 94: End-User Training

End-user training is one of the key cost factors in any SAP implementation or
upgrade project. SAP provides the tools to reduce costs:
SAP Tutor
Learning Maps

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SMI310 Lesson: E-Learning

SAP Tutor allows the recording, editing and playback of interactive simulations in
the SAP environment. The tool comes free with Solution Manager with a 5-user
license for authoring. Simulations can be created (such as for creating a sales
order) and then edited to include other information, such as text and hyperlinks.
A Learning Map is how Solution Manager makes the learning content (SAP Tutor
simulations, Word documents, etc.) centrally available to end-users.

Learning Maps
A Learning Map can be mapped to every process step in the
implementation/upgrade which requires end-user training. Learning Maps are
created using the following steps:
1. In the Solution Manager system, go to transaction SOLAR02
2. Select process steps in the Process Structure and add training materials
3. Add or change attributes of the training material, such as Title, Owner and
Length of Duration.
4. Add relevant jobs or organizational units to the process steps, using the
End User Roles tab
5. Go to transaction SOLAR_LEARNING_MAP and create a new Learning
Map for the project
6. Create a Learning Map Header
7. Assign Roles to the Learning Map to link users to the materials
8. Create the Learning Map structure
9. Test display of the Learning Map
10. Distribute to Users
With each Learning Map, users have the ability to leave feedback. This feedback
can be viewed from SOLAR_LEARNING_MAP. Select a Learning Map and
click the Analysis button.

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Unit 3: Managing Implementation Projects - in Detail SMI310

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SMI310 Lesson: E-Learning

Exercise 6: Creating Learning Maps


Exercise Objectives
After completing this exercise, you will be able to:
Create a Learning Map
Assign Roles to the Learning Map
Test display of the Learning Map in Web Browser

Business Example
During the Realization phase, end-user training materials are being created. You
want to organize it so that the end-users can easily access the materials when
they need them.

Task:
Create a Learning Map and make it available to your users. Your instructor will
provide you with the Learning Map names to use and the location of files you will
need for this exercise.
1.
Create training material and and assign the user role Sales Clerk to process step
Create Order in ERP .
2.
Upload training material and assign the user role Sales Clerk to process step
Create Order in CRM.
3. Create Learning Map SMI310MAP_## using the group project
SOLT200_## .
4.
Optional: Create the Learning Map Header and Support Desk Link
5.
Build a Learning Map structure: Rename Chapter 1 by ERP Content and
Chapter 2 by CRM Content. Expand the Project Structure to view all
available training documents. Assign the corresponding training material to
the first unit of the chapter.
6.
Test the display of the Learning Map
7. Check end-user feedback

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Unit 3: Managing Implementation Projects - in Detail SMI310

Solution 6: Creating Learning Maps


Task:
Create a Learning Map and make it available to your users. Your instructor will
provide you with the Learning Map names to use and the location of files you will
need for this exercise.
1.
Create training material and and assign the user role Sales Clerk to process step
Create Order in ERP .
a) Go to transaction SOLAR02 SAP Solution Manager: Configuration
b) In the Process Structure, select the process stepSales-## Sales
Process-## Create Order in ERP .
c) Select the tab Learning Materials .
d) Select the Insert document button and add the following information
and add a new training document
Title: Sales Clerk Training ##
Documentation Type: TR Training
Status: Copy Editing
Radio Button: Create New Document
Select OK
e) Save.
f) Select the line you just added and select the button Attribute.
g) Select the Generate button.
h) Save.
i) Select the tab End User Role for both processes and select Job from
the drop down and assign the job role Sales Clerk from the drop
down list. Save.
2.

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SMI310 Lesson: E-Learning

Upload training material and assign the user role Sales Clerk to process step
Create Order in CRM.
a) Go to transaction SOLAR02 SAP Solution Manager: Configuration
b) In the Process Structure, select the process stepSales-## Sales
Process-## Create Order in CRM .
c) Select the tab Learning Materials.
d) Select the Insert document button and add the following information
and upload a training document
Title: Customer Service Representative ##
Documentation Type: TR Training
Status: Copy Editing
Radio Button: Upload File
Select OK
e) Navigate to My Documents and open the folder Solution Manager
SMI310.
f) Select the file related to CRM Training.
g) Save.
h) Select the line you just added and select the button Attribute.
i) Select the Generate button.
j) Save.
k) Select the tab End User Role for both processes and select Job from
the drop down and assign the job role Sales Clerk from the drop
down list. Save.
3. Create Learning Map SMI310MAP_## using the group project
SOLT200_## .
a) Go to transaction SOLAR_LEARNING_MAP
b) Click on the Create button and use SMI310MAP_##. as the name of
the Learning Map. Use your groups project name SOLT200_##.
4.

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Unit 3: Managing Implementation Projects - in Detail SMI310

Optional: Create the Learning Map Header and Support Desk Link
a) Right-click on Learning Map Header. Choose Create Header Link to
create a Header Link. Enter www.sap.com as the company homepage
URL
b) Right-click on Learning Map Header and select Create Support Desk
Link
5.
Build a Learning Map structure: Rename Chapter 1 by ERP Content and
Chapter 2 by CRM Content. Expand the Project Structure to view all
available training documents. Assign the corresponding training material to
the first unit of the chapter.
a) Choose Chapter 1 and enter the change the title toERP Content
b) Choose Chapter 2 and enter the change the title toCRM Content
c) Choose to actualize the structure of your project. Expand all nodes.
d) Mark the first unit of chapter ERP Content, mark the corresponding
training material and choose the button Assign Document. Save.
e) Mark the first unit of chapter CRM Content, mark the corresponding
training material and choose the button Assign Document. Save.
6.
Test the display of the Learning Map
a) Click on the Open in Browser button
b) Open ERP Sales Order and select Sales Clerk Training ##
link to view the documentation.
c) Click on the Feedback button and leave a short feedback. Click the
Send button
7. Check end-user feedback
a) Click on the Analysis button
b) Expand the list of feedback items and click on an item to view the
feedback

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SMI310 Lesson: E-Learning

Lesson Summary
You should now be able to:
Explain how E-Learning utilizes simulations and Learning Maps to provide
end-user training
Create a Learning Map and distribute it to end-users

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Unit 3: Managing Implementation Projects - in Detail SMI310

Lesson: Reporting and Other Tool Features

Lesson Overview
This lesson explains how to execute standard reports for all facets of the
implementation project. It also describes the use of other key transactions in
the Realization phase.

Lesson Objectives
After completing this lesson, you will be able to:
Execute standard reports for all facets of the implementation project
Identify other useful Solution Manager tools

Business Example
The project team will need to understand other features available in solution
manager, such as reporting tools to use for various reasons throughout the project.

Overview of Other Tool Features


Other Tool Features at a Glance

Reporting
Hand-over to Solution Manager Operations (to be discussed in later
sections)
Other transactions that are not directly accessible from the role menu provide
access to:
Profile Generator: SOLAR_PFCG
ABAP Workbench: SOLAR_SE80
Data Migration Workbench: SOLAR_SXDA

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SMI310 Lesson: Reporting and Other Tool Features

Reporting

Figure 95: Reporting at a Glance

You can save information about a project by phase or project activity, for example,
status, deadlines, and team members. Project analysis is based on this information.
The more details you record, the more project analysis options there are. You
can analyze a project, a project view (only for customizing projects), or several
projects simultaneously, based on the selected project type.
Project analyses comprises the following programs:
Business Blueprint
Administration: Analysis of administrative information structured by
general status analysis and worklists, which can be assigned to one or
more project members. In analysis by worklists, you can focus the
analysis on specific data, such as the status and planned end.
Assignments: Analysis of assignments in the project structure,
which can be documentation (general or project documentation) and
transactions that were delivered or added during the project.
Configuration: Analysis is analogous to the Business Blueprint phase, where
you can also analyze configuration objects (such as BC Sets, CATTs, IMG
activities), test cases, and problem messages with assignments. You can also
perform cross-system project IMG analyses locally in component systems.
Test Organization: Analysis of test plans (individually or collectively).

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Unit 3: Managing Implementation Projects - in Detail SMI310

Figure 96: Reporting Search for Messages

You can run a report about the problem messages created and monitor their status.
For example, you can cover the following use scenarios:
Analysis of problem messages with status as Open
Analysis of problem messages created by a specific User
Check the processing status of all messages with priority as Very High
The project analysis and analysis results display options are very flexible. You
can use selection criteria to restrict the scope of the analysis. You can also specify
the presentation of the analysis results. You can create standard analyses and save
them as selection variants. You can call the displayed elements of the project
structure or IMG activities directly from the output.
You can use the following analyses in project analysis based on the selection
criteria you chose:
Project information: Status information and documentation type analyses
Progress monitoring: For example, by linking various status information,
such as project team members and a given status, or by aggregating project
information
General analyses: For example, daily analyses
You can restrict analyses to one or more projects (based on the project type).

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SMI310 Lesson: Reporting and Other Tool Features

Reporting Recommendations

Use Administration reports to track progress of the different Project phases


and export to Excel/MS Project
Use Assignment reports, especially for documents messages to get overview
on all available documents/messages
Adapt provided report variants to your project-specific needs
You can go to the project analysis in two ways:
Cross-project and phase: Call the transaction, Project Analysis.
Project-specific: You can perform phase-specific analyses for a selected
project in the Business Blueprint and Configuration transactions. Choose
Environment Project Analyses and the desired program type.
During the generation of report variants, all selection criteria except structural
information can be selected.

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Unit 3: Managing Implementation Projects - in Detail SMI310

Lesson Summary
You should now be able to:
Execute standard reports for all facets of the implementation project
Identify other useful Solution Manager tools

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SMI310 Unit Summary

Unit Summary
You should now be able to:
Describe the main project preparation work packages and activities
Explain the use and functionality of a central project administration tool
Define a project in the SAP Solution Manager
Define a project system landscape
Explain how SAP Solution Manager uses roadmaps to guide implementation
and operation activities
Use roadmaps in the context of the SAP Solution Manager for
Implementation
Navigate through the structure and content of roadmaps
Describe the project-independent use of roadmaps
Explain the features of roadmaps
Explain the Business Blueprint phase
Create project documentation
Use the message handling functions
Generate the Business Blueprint document
Use Solution Manger to configure the system based upon the Blueprint
Requirements.
Understand the concept of Customizing Distribution.
Plan, manage and conduct testing of the system.
Understand the concept of BC Sets
Explain how E-Learning utilizes simulations and Learning Maps to provide
end-user training
Create a Learning Map and distribute it to end-users
Execute standard reports for all facets of the implementation project
Identify other useful Solution Manager tools

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Unit Summary SMI310

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SMI310 Test Your Knowledge

Test Your Knowledge


1. You can use the SAP Solution Manager to cre-
ate an project or a
to implement new functionality locally
or worldwide.
Fill in the blanks to complete the sentence.

2. Prior to the definition of a project system landscape, products,


systems, and related RFC destinations should be created in the

transaction.
Fill in the blanks to complete the sentence.

3. Define the three types of roadmaps that can be implemented using the SAP
Solution Manager.

4. If a roadmap has been assigned in Project Administration


for your project, you can directly access the
.
Fill in the blanks to complete the sentence.

5. The navigation structure consists of phases, ,


activities, and tasks.
Fill in the blanks to complete the sentence.

6. List the procedure to access a project-independent implementation roadmap.

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Test Your Knowledge SMI310

7. You can use the Messages tab of a Roadmap to:


Choose the correct answer(s).
A Create new messages
B Send messages
C Display or change messages
D Attach documents to messages
E Go to the structure element to which you want to assign
information

8. What are the components of a business blueprint?

9. You can use the to create or change the project


document structure in which organizational units, master data, business
scenarios, processes, and process tasks are listed.
Fill in the blanks to complete the sentence.

10. You can process messages for which you are the processor using the
Transaction Basis Message Worklist.
Determine whether this statement is true or false.
True
False

11. The
provides an overview of successful and failed customizing distributions.
Fill in the blanks to complete the sentence.

12. What is a configuration document used for?

13. Test cases are collected for the tester in .


Fill in the blanks to complete the sentence.

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SMI310 Test Your Knowledge

14. During the generation of report variants, all selection criteria except
can be selected.
Fill in the blanks to complete the sentence.

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Test Your Knowledge SMI310

Answers
1. You can use the SAP Solution Manager to create animplementation project
or a template project to implement new functionality locally or worldwide.

Answer: implementation, template project

2. Prior to the definition of a project system landscape, products, systems,


and related RFC destinations should be created in the System Landscape
Maintenance or SMSY transaction.

Answer: System Landscape Maintenance or SMSY

3. Define the three types of roadmaps that can be implemented using the SAP
Solution Manager.

Answer: You can implement three types of roadmaps using the SAP solution
manager, such as:
Implementation Roadmap: Describes how to organize and run an
implementation project from a functional perspective.
Solution Management Roadmap: Provides a methodology for the
implementation and operation of the technical infrastructure.
Global Template Roadmap: Provides a methodology for the
implementation of global customer solutions.

4. If a roadmap has been assigned in Project Administration for your project,


you can directly access the Implementation Roadmap Entry screen.

Answer: Implementation Roadmap Entry screen

5. The navigation structure consists of phases, work packages, activities, and


tasks.

Answer: work packages

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SMI310 Test Your Knowledge

6. List the procedure to access a project-independent implementation roadmap.

Answer: The procedure to access a project-independent implementation


roadmap is shown below:
1. Choose the transaction Roadmap/RMMAIN from the menu in
the SAP Solution Manager. If a roadmap has been assigned in
Project Administration for your project, you can directly access the
Implementation Roadmap Entry screen.
2. If the selected project does not have a roadmap assigned, the project
selector screen enables you to choose another project or access a
roadmap with no project assignment (button: No Project).
3. You go to the structure view of the Roadmap.
4. Choose a link to a structure element in the initial screen to go to the
structure view of the Roadmap. Back takes you back to the initial
screen.
5. To specify if the system shows the structure view or the initial screen
next time you call the Roadmap, choose Settings User-Specific and
set or reset Enter via Structure.

7. You can use the Messages tab of a Roadmap to:

Answer: A, B, C, D
In the Messages tab, you can create new messages, send messages, display
or change messages, and attach documents to messages.

8. What are the components of a business blueprint?

Answer: A Business Blueprint consists of the following structure items,


which are organized in a hierarchical structure:
Organizational units
Master data
Business scenarios
Business processes
Process steps

9. You can use the Structure tab to create or change the project document
structure in which organizational units, master data, business scenarios,
processes, and process tasks are listed.

Answer: Structure tab

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Test Your Knowledge SMI310

10. You can process messages for which you are the processor using the
Transaction Basis Message Worklist.

Answer: True
You can process messages for which you are the processor using the
Transaction Basis Message Worklist.

11. The Customizing Distribution logging provides an overview of successful


and failed customizing distributions.

Answer: Customizing Distribution logging

12. What is a configuration document used for?

Answer: A configuration document is used to describe configuration


processes that do not take place in the SAP world. It does not contain
descriptions of IMG settings.

13. Test cases are collected for the tester in test packages.

Answer: test packages

14. During the generation of report variants, all selection criteria except
structural information can be selected.

Answer: structural information

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