Configuring Features and Personas in SAP Service and Asset Manager

The SAP Service and Asset Manager 2205 release introduces many new features along with some updates to the backend configuration.

The latest release is not a new application, rather a rebranding to reflect our expanded support for persona-centric use cases encompassing maintenance, service, and inventory operations. The standard technical upgrade process employed for previous releases is still applicable for 2205.

This article will introduce the configuration options available and walks through the steps to enable/disable features and personas.

SAP Service and Asset Manager 2205 is delivered with three personas — Maintenance Technician, Field Service Technician, and Inventory Clerk. The mobile application will load a different start page based on the persona assignment.

SAP%20Service%20and%20Asset%20Manager%20start%20screens%20for%20Field%20Service%20Technician%2C%20Maintenance%20Technician%2C%20and%20Inventory%20Clerk%20personas

SAP Service and Asset Manager start screens for Field Service Technician, Maintenance Technician, and Inventory Clerk personas

By default, all personas are available in the Mobile Application Integration Framework Configuration, a.k.a., the config panel, with MAINTENANCE_TECHNICIAN set as the default.

Each persona is categorized by usage type, either Professional or Standard user. This determines the Full Use Equivalent (FUE) valuation according to the updated licensing model for SAP Service and Asset Manager.

Professional usage type is one (1) FUE and Standard is one-half (1/2) FUE. In the base configuration, Maintenance Technician is considered Professional, with Field Service Technician and Inventory Clerk considered Standard. Customers may also define a custom persona which is considered an Professional usage type.

It is important to note that the usage type is not necessarily specific to a persona, but rather the feature sets available. For example, a single FUE is the maximum value for any single user which allows access to all available features, meaning the Professional Use type is configured with more feature support than the Standard User usage type. More on this later.

The key difference is when a customer is using a standard Mobile Application Integration Framework (MAIF) application, e.g., SAP Service and Asset Manager, and only needs inventory or field service functionality. In this case, one (1) FUE could cover two users since those personas are Standard Use with only one-half (1/2) FUE value.

The following table depicts what usage type can be configured for different application types:

Application Type Persona Type Usage Type Changeability
MAIF application Maintenance Technician Professional

No change allowed in customer system

Changes allowed in SAP development system only

Field Service Technician Standard
Inventory Clerk Standard
Custom Professional

Change allowed in customer system

Custom persona can be created in customer namespace only

Partner-defined MAIF application Persona I Professional Can only be changed in partner development system
Persona II Standard
Persona III Standard
Custom Professional

Change allowed in customer system

Custom persona can be created in customer namespace only

Custom-defined MAIF application Custom Professional

Change allowed in customer system

Custom persona can be created in customer namespace only

SAP Service and Asset Manager allows a single user to be assigned multiple personas, and she may switch between them in the Profile Settings screen of the mobile application.

Let’s look at the ways personas are assigned to a user.

Determination logic

The system determines persona based on the following logic and sequence.

System Administration & Monitoring Portal

Users may be assigned to one or more personas in the admin portal, launched in SAP GUI with tcode /n/syclo/admin. This is first considered to determine a user’s persona. If a persona is assigned here, we will not do further checks.

System%20Administration%20and%20Monitoring%20Portal%20/%20Administration%20/%20User%20Management

Authorization objects or roles

If no assignment is found in the admin portal, the system will check authorization objects.

Each persona is associated with a pre-defined authorization object in SAP Service and Asset Manager. Customers may assign the pre-defined authorization objects to users as needed. The authorization objects are then used to determine the user persona.

These are typically assigned to a role in SAP GUI via t-code PFCG. By default, three standard authorization objects are delivered:

Persona Authorization Object
Maintenance Technician /MERP/SMT
Field Service Technician /MERP/FST
Inventory Clerk /MERP/SIC

Customers need to create custom role(s) and assigned authorization object(s) accordingly based on their own business and security needs.

Default persona

Lastly, if neither of the above are found, the system will use the default persona. There must be a default persona configured; Maintenance Technician is the default in standard delivery.

Customers may update the default persona based on their business needs by selecting the default checkbox in config panel, launched in SAP GUI with tcode /n/SYCLO/CONFIGPANEL.

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Mobile Application Integration Framework Configuration > Mobile Application Configuration > SAP_SERVICE_ASSET_MANAGER_2205 > Application Persona

Customers may turn off a feature if it is not relevant in their business scenario, regardless of the personas in use. There are two ways to do this.

Application level

The list of features delivered in SAP Service and Asset Manager are shown in the config panel. Customers may define new features in a customer namespace only.

Each feature has an Active check mark that can be toggled. This acts as the master switch across the application. Some features such as Supervisor Mode and Crew Management are disabled by default and need to be enabled if you are using this functionality.

Mobile%20Application%20Integration%20Framework%20Configuration%20/%20Mobile%20Application%20Configuration%20/%20SAP_SERVICE_ASSET_MANAGER_2205%20/%20Features

Mobile Application Integration Framework Configuration > Mobile Application Configuration > SAP_SERVICE_ASSET_MANAGER_2205 > Features

Note that enabling a feature does mean that the customer system is qualified for the feature or no. For example, if your system does not support SAP IS-U Meter Management, but you enable ISU_METER_MANAGEMENT in the feature list, you may see errors on the backend.

Persona level

You may also toggle features related to a persona. Each persona is configured with a list of features supported in the standard delivery of SAP Service and Asset Manager.

You may view a list of features by persona in the config panel. Each feature has an In-Scope checkbox meaning that feature is allowed for that persona. In-scope features are not editable in customer or QA environments. Only in-scope items can be enabled/disabled using the Active Flag checkbox.

Mobile%20Application%20Integration%20Framework%20Configuration%20/%20Component%20Assignments%20/%20SAP_SERVICE_ASSET_MANAGER_2205%20/%20User%20Personas

Mobile Application Integration Framework Configuration / Component Assignments / SAP_SERVICE_ASSET_MANAGER_2205 / User Personas

It is possible to enable a feature in one persona but disable the same feature in another persona. The list can be filtered using the User Persona or Application Feature Id dropdown to find the entries directly.

Note that if the feature is disabled at the application level — the master switch — the feature is still considered disabled regardless of the Active Flag status at the persona level.

During mobile client synchronization, all active data objects are sent to the mobile user. This can lead to increased sync times if data is being sent to the mobile user that is not needed by the client application.

It is important to disable the data objects that are not used in your workflow. There are several ways to accomplish this.

oMDO Assignment

Each feature is associated with one or more oData Mobile Data Object (oMDO) which provides business logic for a business object used in the mobile application and is mapped to OData requests for a business object on the backend.

You may view an oMDO list in the config panel and choose which entities are required and disable the others to avoid requesting unnecessary data during the mobile sync.

Mobile%20Application%20Integration%20Framework%20Configuration%20/%20Component%20Assignments%20/%20SAP_SERVICE_ASSET_MANAGER_2205%20/%20oMDO%20Assignment

Mobile Application Integration Framework Configuration / Component Assignments / SAP_SERVICE_ASSET_MANAGER_2205 / oMDO Assignment

Like feature assignments, the In-Scope checkmark indicates the data objects that are supported for each feature. Only In-Scope items can be enabled/disabled using the Active Flag checkbox, and In-scope features are not editable in customer or QA systems.

Exchange Object Assignment

Features may also be linked to an exchange object which combines technical objects, such as an exchange class handler, an exchange table, and a lock object, with configuration rules.

You may view an exchange object list in the config panel and choose which are required and disable the others.

Mobile%20Application%20Integration%20Framework%20Configuration%20/%20Component%20Assignments%20/%20SAP_SERVICE_ASSET_MANAGER_2205%20/%20xChange%20Object%20Assignment

Mobile Application Integration Framework Configuration / Component Assignments / SAP_SERVICE_ASSET_MANAGER_2205 / xChange Object Assignment

You may also modify the active objects individually using the exchange object configuration.

Mobile%20Application%20Integration%20Framework%20Configuration%20/%20Exchange%20Object%20Configuration%20/%20Mobile%20Application%20Filter%3A%20SAP_SERVICE_ASSET_MANAGER_2205%20/%20Exchange%20Object%20By%20Application%20Area%20/%20Technical%20Settings

Mobile Application Integration Framework Configuration / Exchange Object Configuration / Mobile Application Filter: SAP Service and Asset Manager 2205 / Exchange Object By Application Area / Technical Settings

If the exchange object is assigned to a feature, you will see the note Activation controlled by Application Feature next to the Active flag checkbox.

This control is like the master switch, if the activation is disabled here, it will be disabled in all places regardless of the active flags set in previously covered methods. However, it is also important to note that if the object is active here, but disabled by other methods, then the related exchange will not be executed when there are changes to the object. This prevents an unnecessary exchange being triggered if feature is not applicable for the customers.

Lastly, there are a few objects in configuration panel where we support activation by feature. This allows you to go further down the hierarchy to control entities, dependency objects, and such.

oData Model Entity Type

You can specify a particular entity to be enabled only if the assigned feature is activated. In the example below, the EAMChecklistLink entity set is applicable to the Enterprise Asset Management (EAM) checklist functionality. Here only when EAM_CHECKLIST feature is enabled, EAMChecklistLink is available for the client.

Mobile%20Application%20Integration%20Framework%20Configuration%20/%20oData%20Model%20Configuration%20/%20Mobile%20Application%20Filter%3A%20SAP%20Service%20and%20Asset%20Manager%202205%20/%20oData%20Model%20Entity%20Type%20List%3A%20SAP_SERVICE_AND_ASSET_MANAGER_2205%20/%20%28Entity%20Type%29%20/%20EntitySet

Mobile Application Integration Framework Configuration / oData Model Configuration / Mobile Application Filter: SAP Service and Asset Manager 2205 / oData Model Entity Type List: SAP_SERVICE_AND_ASSET_MANAGER_2205 / (Entity Type) / EntitySet

Association and navigation

Like an entity type, association and navigation can be assigned to a feature. Only when the assigned feature is enabled, the association is then available to mobile client.

If the disabled flag is active, the object would not be visible to the mobile client regardless of whether the feature is enabled or not.

Mobile%20Application%20Integration%20Framework%20Configuration%20/%20oData%20Model%20Configuration%20/%20Mobile%20Application%20Filter%3A%20SAP%20Service%20and%20Asset%20Manager%202205%20/%20oData%20Model%20Entity%20Type%20List%3A%20SAP_SERVICE_AND_ASSET_MANAGER_2205%20/%20%28Entity%20Type%29%20/%20Association%20and%20Set%20List

Mobile Application Integration Framework Configuration / oData Model Configuration / Mobile Application Filter: SAP Service and Asset Manager 2205 / oData Model Entity Type List: SAP_SERVICE_AND_ASSET_MANAGER_2205 / (Entity Type) / Association and Set List

Dependency Object

If activation by feature is configured in a dependent object, and if the assigned feature is not enabled, dependency objects will not be generated in dependency queue.

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Mobile Application Integration Framework Configuration / oData Mobile Data Object Configuration / Mobile Application Filter: SAP Service and Asset Manager 2205 / oData Mobile Data Object List: SAP_SERVICE_AND_ASSET_MANAGER_2205 / (oData Mobile Data Object) / Dependent Object

EFI configuration

An Enhancement Framework Implementation (EFI) event handler can be assigned to a feature with active flag set to By Feature.

Mobile%20Application%20Integration%20Framework%20Configuration%20/%20EFI%20Assignment%20/%20Mobile%20Application%20Filter%3A%20SAP%20Service%20and%20Asset%20Manager%202205%20/%20Enhancement%20Implementation%20Includest%3A%20SAP_SERVICE_AND_ASSET_MANAGER_2205%20/%20%28EFI%20Include%29%20/%20Assignment

Mobile Application Integration Framework Configuration / EFI Assignment / Mobile Application Filter: SAP Service and Asset Manager 2205 / Enhancement Implementation Includest: SAP_SERVICE_AND_ASSET_MANAGER_2205 / (EFI Include) / Assignment

Note, there is a limitation here as we only support one feature assignment per object (e.g., entity type, association, navigation, EFI). Therefore, you cannot assign multiple features to the object in configuration panel.

Entity Types

The following entity types are introduced in SAP Service and Asset Manager 2205 to return persona- and feature-related configurations to the mobile client. The client logic looks at these entity types to check the user personas assignment(s) and to check if features are enabled. This is used on the mobile client application to determine which user interface elements should be displayed on certain screens and sections.

UserFeature

In the /MERP/SAP_ONLINE_LOOKUP_EXT_XXXX service, this entity returns a list of features that are applicable based on user persona(s). With the support of UserFeature, enabled parameters are no longer defined in AppParameters.Mobile%20Application%20Integration%20Framework%20Configuration%20/%20Mobile%20Application%20Configuration%20/%20SAP_SERVICE_AND_ASSET_MANAGER_2205%20/%20Parameters

Mobile Application Integration Framework Configuration / Mobile Application Configuration / SAP_SERVICE_AND_ASSET_MANAGER_2205 / Parameters

UserPersona

In the MERP/SAP_ONLINE_LOOKUP_EXT_XXXX service and /MERP/SAP_SRV_ASSET_MANAGER_XXXX service, this entity returns user persona assignment.

UserSyncGroupDetail

In the /MERP/SAP_ONLINE_LOOKUP_EXT_XXXX service, this entity returns list of entity sets that are applicable based on user persona(s).

Feature persona matrix

You may refer to this table to see which features in the standard delivery are in-scope for each persona and see their default settings.

Feature Feature Description Maintenance Technician Service Technician Inventory Clerk
In-Scope Default-Enabled In-Scope Default-Enabled In-Scope Default-Enabled
CA_ATTACHMENT Attachment support on business objects – DMS/BDS/GOS Y Y Y Y N
CA_BILL_OF_MATERIAL Bill of Material for technical objects Y N N N
CA_BUSINESS_PARTNER Business Partner Y N Y Y N
CA_CLASSIFICATION Classification and characteristics for technical objects Y Y N N
CA_CORE_DATA Core data including org structure, such as Plant, Work Center etc. Y Y Y Y Y Y
CA_CREATE_TECH_OBJECT Create equipment and functional location Y Y N N
CA_CREW_MANAGEMENT Crew management Y N N N
CA_DIGITAL_SIGNATURE Digital Signature Y N N N
CA_GEOSPATIAL_INFO_SERVICE GIS support for ESRI ArcGIS and GEF Y Y Y Y N
CA_GIS_ADD_EDIT Create/update of geospatial data Y Y N N
CA_LOCATION_UPDATE User location tracking Y N Y N N
CA_NO_HISTORY Notification history Y Y Y N N
CA_SERVICE_REPORT PDF Service report generation Y N Y Y N
CA_SIGNATURE_CAPTURE Signature (physical) capture as Image Y N Y Y N
CA_TECH_OBJECT Equipment and Functional location master data Y Y Y Y N
CA_WO_HISTORY Work Order history Y Y Y N N
CS_EXPENSE_REPORT Expense reporting Y N Y Y N
CS_MILEAGE_REPORT Mileage reporting Y N Y Y N
CS_NOTIFICATION Service Notifications N Y Y N
CS_SERVICE_ORDER Service Orders N Y Y N
EAM_CHECKLIST EAM Checklist Y N N N
EAM_PHASE_MODEL Phase model Y N N N
FOW_ROUTE Field Operations Worker component Y N N N
FSM_SCHED_INTEGRATION FSM Scheduler integration Y N Y N N
HR_TIMESHEET CATs timesheet Y N N N
IAM_CHECKLIST ASPM Checklist Y N N N
IAM_INDICATORS PdMS indicators Y N N N
ISU_METER_MANAGEMENT Meter Management component Y N N N
MM_GOODS_ISSUE Goods issue for Inventory management N N Y Y
MM_GOODS_RECEIPT Goods receipt for Inventory management N N Y Y
MM_MATERIAL_DATA Material master data Y Y Y Y Y Y
MM_PHYSICAL_INVENTORY Physical Inventory N N Y Y
MM_STOCK_LOOKUP Stock lookup by plant and storage location Y Y Y Y Y Y
MM_STOCK_TRANSFER Stock Transfer N N Y Y
MM_TECHNICIAN_GOODS_ISSUE Goods issue for planned materials on work order Y Y Y Y N
MM_VEHICLE_STOCK Vehicle Stock Y N Y Y N
PM_ASSEMBLY Equipment Assembly Information for work order Y Y N N
PM_CLOCK_IN_CLOCK_OUT Clock in – Clock out Y N N N
PM_CONFIRMATION PM Confirmations for time recording Y Y Y Y N
PM_INSTALL_DISMANTLE Equipment install and dismantle Y Y N N
PM_LINEAR_ASSET_MANAGMENT Linear Asset Management Y N N N
PM_MEASUREMENT Measurement readings Y Y N N
PM_NOTIFICATION PM Notifications Y Y N N
PM_OBJECT_LIST Object Lists on work orders Y Y N N
PM_PRT Production, Resources and Tools Y Y N N
PM_SUPERVISOR_MODE Supervisor mode Y N N N
PM_WORK_ORDER PM Work Orders Y Y N N
QM_CALIBRATION Calibration Orders and Inspection Lots Y N N N

I hope you have found this to be a useful guide for configuring personas and features in SAP Service and Asset Manager. We welcome your comments and feedback.