bpc mass user management tool

SAP BOBJ Planning &

Consolidation (BPC),

version for Netweaver

How-To Guide

How To... Use the BPC Mass User

Management Tool

Applicable Releases:

SAP BusinessObjects Planning & Consolidation 7.0, version for

NetWeaver

SAP BusinessObjects Planning & Consolidation 7.5, version for

NetWeaver

IT Practice / Topic Area:

IT Scenario / Capability:

Version 2.0

December 2010

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Document History

Document Version Description

1.00 First official release of this guide

2.00 Updated configuration files

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Table of Contents

1. Business Scenario .......................................................................................................... 1

2. Background Information ................................................................................................. 1

3. Prerequisites.................................................................................................................... 1

4. Step-by-Step Procedure .................................................................................................. 2

4.1 Exporting Users ........................................................................................................ 3

4.2 Importing Users ........................................................................................................ 4

4.3 Exporting Teams....................................................................................................... 6

4.4 Importing Teams ....................................................................................................... 7

4.5 Exporting Team Assignments ................................................................................... 9

4.6 Importing Team Assignments .................................................................................. 11

4.7 Exporting Task Profiles ........................................................................................... 16

4.8 Importing Task Profiles ........................................................................................... 18

4.9 Exporting Member Access Profiles .......................................................................... 24

4.10 Importing Member Access Profiles .......................................................................... 26

4.11 Exporting Task Profile Assignments ........................................................................ 32

4.12 Importing Task Profile Assignments ........................................................................ 33

4.13 Exporting Member Access Profile Assignments ....................................................... 38

4.14 Importing Member Access Profile Assignments ....................................................... 40

5. Appendix ........................................................................................................................ 46

How To Use the BPC Mass User Management Tool

December 2010 1

1. Business Scenario

In this guide, we will explore how to use a custom program to do mass maintenance of the BPC

security objects. These objects include users, teams, team assignments, task profiles, member

access profiles, task profile assignments, and finally, member access profile assignments. This

custom program uses the BPC user management APIs, the same APIs used by the BPC Admin

Console, to correctly create or update the associated security objects. This program simply provides

an interface which the user can use to upload files containing all of the relevant data in which the

security objects can be created from.

2. Background Information

Most BPC security objects are not transportable using the BPC Transport Framework. In some cases,

it can be really cumbersome to re-create these objects throughout the landscape. This custom

program allows the user to export as well as import all BPC security objects. The export/import

functions use comma, tab, or pipe delimited text files as the data transfer medium. Example files have

been supplied with this guide. While the user can simply create files from scratch and upload them into

the system, the real power of this program is that it allows the user to export these security objects

from an AppSet, and then import them into another AppSet in the same system, or in a remote

system, essentially transporting these objects across the landscape without using the BPC transports

framework.

3. Prerequisites

Required/recommended expertise or prior knowledge

SAP BusinessObjects Planning and Consolidation 7.0, version for SAP NetWeaver.

SAP BusinessObjects Planning and Consolidation 7.5, version for SAP NetWeaver,

Access to SAP NetWeaver transaction codes: SE38

Additional Documentation

RKT Online Knowledge Product

http://service.sap.com/rkt On the left hand side, navigate to SAP Ramp-Up Knowledge

Transfer -> SAP BusinessObjects EPM Solutions -> SAP BO PC 7.5, version for SAP

NetWeaver

Other EPM How-To Guides

http://wiki.sdn.sap.com/wiki/display/BPX/Enterprise+Performance+Management+%28EP

M%29+How-to+Guides

http://service.sap.com/rkt

http://wiki.sdn.sap.com/wiki/display/BPX/Enterprise+Performance+Management+%28EPM%29+How-to+Guides

http://wiki.sdn.sap.com/wiki/display/BPX/Enterprise+Performance+Management+%28EPM%29+How-to+Guides


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4. Step-by-Step Procedure

This How-To guide contains transport request files, K900417.EPM and R900417.EPM. This transport

request contains all the NetWeaver objects that are required to complete this How-To Guide.

Programs

ZUJE_MASS_USER_MGMT BPC Mass User Management Tool

As the process of importing a transport request is not covered here, it is suggested that you seek

assistance from your basis administrator in order to have this transport request imported into your

system.

Note: These objects must be imported into your system before continuing any further.

To begin using the tool, log on to the backend NetWeaver system via SAPgui, and run the

ZUJE_MASS_USER_MGMT program from transaction code SE38, by entering the program name and

clicking the “Execute“ button.


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4.1 Exporting Users

1. From the initial screen, select the appropriate radio button for “Export Data“.

2. Next, enter the name of the AppSet which contains the data which is to be exported. In this

guide, the APSHELL_HTG AppSet will be used for all examples. Also, enter the file path and

file name for the export file. Finally, select the delimiter value for the file. Comma, pipe, and tab

delimiters are supported.

3. Next, select the appropriate radio button for “Export Users”.

4. Finally, click the “Execute” button to start the export process.


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5. The output file is then generated.

4.2 Importing Users

1. From the initial screen, select the appropriate radio button for “Import Data“.

2. Next, enter the name of the AppSet where you want to create the users. In this guide, the

APSHELL_HTG AppSet will be used for all examples. Also, enter the file path and file name for

the import file. Finally, select the delimiter value for the file.

Note: The file must contain the following structure in a comma delimited format:

USER_ID User ID

FULLNAME Full Name of User

EMAIL Email Address of User

The file structure is exactly the same as what is generated by the export function. An example

file might look like the following:

COMX_ALL\BROWNJ,Jane Brown,[email protected]

COMX_ALL\SMITHJ,Joe Smith,[email protected]


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Note: It is very important that the values in the FULLNAME column do not contain any

commas if the delimiter is set to “Comma”. This will cause issues when parsing the

data. We suggest using a different delimiter if your user’s full name contains commas.

3. Select the appropriate radio button for “Import Users”.

4. To start the process, click the “Execute” button from the application toolbar.

5. The new users are then created for the AppSet and a message screen is displayed. This screen

will show all associated success and failure messages.


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6. The new users can now be seen from the BPC Admin Client.

...

4.3 Exporting Teams




file name for the export file. Finally, specify the delimiter.


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3. Next, select the appropriate radio button for “Export Teams”.



4.4 Importing Teams



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the import file. Finally, specify the file delimiter.


TEAM_ID Team ID

DESCRIPTION Description of the Team



ADMINTEAM,Administration Team

ACCTEAM,Accounting Team

3. Select the appropriate radio button for “Import Teams”.



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5. The new users are then created for the AppSet and a message screen is displayed. This screen

will show all associated success and failure messages.

6. The new teams can now be seen from the BPC Admin Client.

4.5 Exporting Team Assignments



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3. Next, select the appropriate radio button for “Export Team Assignments”.



...


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4.6 Importing Team Assignments




the import file. Finally, specify the delimiter.


USER_ID User ID

TEAM_ID Team ID

TEAM_LEADER Flag User ID as Team Leader(Optional)



COMX_ALL\SMITHJ,ADMINTEAM,X

COMX_ALL\BROWNJ,ACCTEAM,


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3. Select the appropriate radio button for “Import Team Assignments”.


5. The new team user assignments are then updated for the AppSet and a message screen is

displayed. This screen will show all associated success and failure messages.


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6. The new team assignments can now be seen from the BPC Admin Client. First click on one of

the teams.

7. From the action pane, click on “Modify Team”.


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8. In the following dialog, click “Next”.


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9. In the following dialog, you can see that the user has been assigned to the team correctly. If the

user had been flagged as a “Team Leader”, the checkbox next to the user ID would be checked

as well.


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4.7 Exporting Task Profiles





3. Next, select the appropriate radio button for “Export Task Profiles”.



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December 2010 18

4.8 Importing Task Profiles





Note: The file must contain the following structure in a comma delimited format. Since there are

multiple sets of data associated with task profiles, the use of record level identifiers is leveraged

here. Below are the record identifiers and their descriptions.

Record Identifiers

H Defines the header level data record

K Defines the Tasks assigned to the Task Profile

R Defines the Roles assigned to the Task Profile

T Defines the Teams assigned to the Task Profile(Optional)

U Defines the Users assigned to the Task Profile(Optional)

“H” Record Structure

PROFILE_ID Task Profile ID

DESCRIPTION Task Profile Description

“K” Record Structure


TASK_ID Task ID ( TASK_IDs found in tables UJE_TASK and UJE_TASKT )


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“R” Record Structure


ROLE_ID Role ID ( ROLE_IDs found in tables UJE_ROLE and UJE_ROLET

“T” Record Structure


TEAM_ID Team ID

“U” Record Structure


USER_ID User ID



H,COMX_ADMIN,CompanyX Administrator Task

K,COMX_ADMIN,P0003

K,COMX_ADMIN,P0006

K,COMX_ADMIN,P0008

K,COMX_ADMIN,P0011

K,COMX_ADMIN,P0012

K,COMX_ADMIN,P0021

K,COMX_ADMIN,P0022

K,COMX_ADMIN,P0024

K,COMX_ADMIN,P0025

K,COMX_ADMIN,P0027

K,COMX_ADMIN,P0028

K,COMX_ADMIN,P0043

K,COMX_ADMIN,P0055

K,COMX_ADMIN,P0056

K,COMX_ADMIN,P0057

K,COMX_ADMIN,P0067

K,COMX_ADMIN,P0068

R,COMX_ADMIN,R02

R,COMX_ADMIN,R03

T,COMX_ADMIN,ADMINTEAM

U,COMX_ADMIN,COMX_ALL\SMITHJ

H,CC_MGR,CompanyX Cost Center Manager Task


December 2010 20

K,CC_MGR,P0003

K,CC_MGR,P0006

K,CC_MGR,P0008

K,CC_MGR,P0056

K,CC_MGR,P0057

R,CC_MGR,R04

T,CC_MGR,ACCTEAM

U,CC_MGR,COMX_ALL\BROWNJ

3. Select the appropriate radio button for “Import Task Profiles”.


5. The new task profiles are then created for the AppSet and a message screen is displayed. This

screen will show all associated success and failure messages.


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6. The new task profiles can now be seen from the BPC Admin Client. First click on one of the new

task profiles.

7. From the action pane, click “Modify Task Profile”.


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8. In this dialog, you can see that the new task profile has been created with the associated

description, as well as the assigned roles. Click “Next”.


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9. In this dialog, you can see the assigned tasks. Click “Next”.


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10. In this dialog, the assigned teams and users are displayed.

4.9 Exporting Member Access Profiles



December 2010 25




3. Next, select the appropriate radio button for “Export Member Access Profiles”.



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4.10 Importing Member Access Profiles



December 2010 27





multiple sets of data associated with member access profiles, the use of record level identifiers

is leveraged here. Below are the record identifiers and their descriptions.

Record Identifiers

H Defines the header level data record

M Defines the Members assigned to the Member Access Profile

T Defines the Teams assigned to the Member Access (Optional)

U Defines the Users assigned to the Member Access (Optional)

“H” Record Structure

PROFILE_ID Member Access Profile ID

DESCRIPTION Member Access Profile Description

“M” Record Structure


DIMENSION Dimension

APPLICATION_ID Application ID

MEMBER Assigned Member( Can contain [ALL])

READ/WRITE Read and/or Write Access(R=Read, W=Write, D=Deny)



TEAM_ID Team ID



USER_ID User ID


December 2010 28



H,COMX_ADMIN_MAP,CompanyX Administrator MAP

M,COMX_ADMIN_MAP,CATEGORY,PLANNING,[ALL],W

M,COMX_ADMIN_MAP,P_CC,PLANNING,[ALL],W

M,COMX_ADMIN_MAP,CATEGORY,RATE,[ALL],W

M,COMX_ADMIN_MAP,R_ENTITY,RATE,[ALL],W

U,COMX_ADMIN_MAP,COMX_ALL\SMITHJ

T,COMX_ADMIN_MAP,ADMINTEAM

H,CC_MGR_MAP,Cost Center Manager MAP

M,CC_MGR_MAP,CATEGORY,PLANNING,ACTUAL,W

M,CC_MGR_MAP,P_CC,PLANNING,Canada,W

M,CC_MGR_MAP,P_CC,PLANNING,US,W

M,CC_MGR_MAP,CATEGORY,RATE,[ALL],W

M,CC_MGR_MAP,R_ENTITY,RATE,[ALL],W

U,CC_MGR_MAP,COMX_ALL\BROWNJ

T,CC_MGR_MAP,ACCTEAM

3. Select the appropriate radio button for “Import Member Access Profiles”.



December 2010 29

5. The new member access profiles are then created for the AppSet and a message screen is


6. The new member access profiles can now be seen from the BPC Admin Client. First click on

one of the new member access profiles.

7. From the action pane, click on “Modify member access profile”.


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8. In this dialog, you can see that the new member access profile has been created with the

associated description. Click “Next”.


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9. In this dialog, you can see the associated members for this profile. Click “Next”.

10. In this dialog, the assigned teams and users are displayed.


December 2010 32

4.11 Exporting Task Profile Assignments





3. Next, select the appropriate radio button for “Export Task Profile Assignments”.



December 2010 33


4.12 Importing Task Profile Assignments






multiple sets of data associated with task profile assignments, the use of record level identifiers

is leveraged here. You can assign both a user and a team to task profiles. Below are the record

identifiers and their descriptions.

Record Identifiers

T Defines the Teams assigned to the Task Profile(Optional)

U Defines the Users assigned to the Task Profile(Optional)


December 2010 34



TEAM_ID Team ID



USER_ID User ID




U,CC_MGR,COMX_ALL\BROWNJ

3. Select the appropriate radio button for “Import Task Profile Assignments”.



December 2010 35

5. The new task profile assignments are then updated for the AppSet and a message screen is


6. The new task profile assignments can now be seen from the BPC Admin Client. First click on

one of the task profiles.

7. From the action pane, click “Modify Task Profile”.


December 2010 36

8. Click “Next”.



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10. In this dialog, the assigned teams displayed.


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11. Change the “View By:” drop down box to “Users”. Notice the user has been assigned to the task

profile as well.

4.13 Exporting Member Access Profile Assignments



December 2010 39




3. Next, select the appropriate radio button for “Export Member Access Profile Assignments”.




December 2010 40

4.14 Importing Member Access Profile Assignments






multiple sets of data associated with member access profile assignments, the use of record

level identifiers is leveraged here. You can assign both a user and a team to member access

profiles. Below are the record identifiers and their descriptions.

Record Identifiers

T Defines the Teams assigned to the Member Access Profile(Optional)

U Defines the Users assigned to the Member Access Profile(Optional)



TEAM_ID Team ID



USER_ID User ID


December 2010 41



U,CC_MGR_MAP,COMX_ALL\BROWNJ

T,CC_MGR_MAP,ACCTEAM

U,COMX_ADMIN,COMX_ALL\SMITHJ


3. Select the appropriate radio button for “Import Member Access Profile Assignments”.


5. The new member access profile assignments are then updated for the AppSet and a message

screen is displayed. This screen will show all associated success and failure messages.


December 2010 42

6. The new member access profile assignments can now be seen from the BPC Admin Client.

First click on one of the member access profiles.

7. From the action pane, click “Modify member access profile”.


December 2010 43



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10. In this dialog, the assigned teams displayed.


December 2010 45

11. Change the “View By:” drop down box to “Users”. Notice the user has been assigned to the task

profile as well.

...


December 2010 46

5. Appendix

Configuration Transport Files:

Example Exported Output Files

How%20To%20Use%20the%20BPC%20Mass%20User%20Management%20Tool__EPM.zip

How%20To%20Use%20the%20BPC%20Mass%20User%20Management%20Tool_CSV.zip

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