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.

Table of Contents

Supported scenarios

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 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.

Usage Types

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

User assignments

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.

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.

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

Feature assignments

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 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 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.

Performance calibration

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 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 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 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.

Fine-tuned calibration

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 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 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.

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 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.

Additional details

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 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

Wrap up

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.