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Adding User to configuration
You can either add personal no. or SAP username as relevant user to transaction /PACG/ECM_MAINT_USER - E4C users - Maintenance Viewwith addresses.
Please ensure not to maintain both for one person. In case SAP users are maintained, please maintain info type 0105 / subtype 0001 in corresponding HR mini master of the person.
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Subcontractor is to evaluate the type of user
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Plannable needs to be set when user should appear in planning board
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After creating new entries/changing existing entries and pressing the SAVE button, all the created/updated technicians should be automatically sent to FSM. In the transaction version delivered in Add on 2105 and above, employee (personnel number) record linked to the user is sent and updated as well.
Sending user data to cloud
The manual user/employee sending should be performed if in your FSM Cloud Connector version the older user maintenance transaction is still used. After having added user account for Cloud synchronization, the user data has to be sent to the cloud. In order to do that, an FSM Cloud Connector menu should be opened (transaction code /n/pacg/ec while in SAP main menu) and Send user master option should be selected.
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On a selection screen it is possible to select a user (or several users), whose data are to be transferred to the Cloud. Upon execution respective IDOCs and Cloud messages are sent and in effect respective users are created / inactivated in the Cloud.
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Maintaining user-employee reference
It is necessary to maintain a reference between SAP user and employee personal number for the following reason: when a service order is created in SAP, it is possible to assign technicians to it. The technician gets assigned as a personal number. On the other hand, when the user logs in to the mobile application, he uses a username instead of the personal number. In order to make the service call available to the given user in My Service Calls screen, we have to assign the service call to a username, not to the personal number. In order to achieve the above, the FSM Cloud Connector Data Extractor, while generating a message for a service order (service call in the Cloud) tries to determine a username for the personal numbers entered in the service order as technicians. If the user can be determined, username is used instead of the personal number and – in effect – the service call becomes assigned to the given user in the mobile application.
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Sending employee data to cloud
This step is relevant for add-on version 2102 and older. Besides sending users, it is also a good idea to synchronize with the Cloud the employee data. Employee data can be used in the Cloud as a fallback, when a given user account hasn't been synchronized to the cloud. In order send employee date to the Cloud, an FSM Cloud Connector (E4C) menu should be opened (transaction code /n/pacg/ec while in SAP main menu) and Send employee master option should be selected.
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