Implementation considerations for SAP Business One Cloud SAP Business One Cloud Landscape Workshop
Section Objectives
This section of the course will enable you to: Consider options and limitations when implementing in the cloud Work with the SAP Business One Cloud trial and reseller processes Explore the customer engagement lifecycle
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Introduction
Although implementation of SAP Business One customers in the cloud can be largely carried out in the same way as an on-premise implementation, the question we should pose ourselves is, do we want to? We should consider two things: •
What tools/software/add-ons do we normally use in an implementation and are there any restrictions on their use in a cloud environment?
•
Do we want to approach cloud customers in the same way as on-premise ones, or is this an opportunity to streamline an implementation to make it more “ondemand” from a customer’s perspective?
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Workshop Discussion
Discuss 1.
Which tools/add-ons/additional software packages are currently used in your SAP Business One implementations?
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Demonstration
Demonstrate how to make SAP Business One applications such as DTW available in the SAP Business One Cloud landscape
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Implementation Limitations (SAP Business One)
Note: 1856036 - Unsupported SAP Business One 8.82 Components in SAP Business One Cloud 1.0 The following SAP Business One 8.82 components are not supported in SAP Business One Cloud 1.0: • •
SAP Business One DI Server Microsoft Outlook Integration add-on
Note: 1855972 - Unsupported SAP Business One 9.0 Components in SAP Business One Cloud 1.0 The following SAP Business One 9.0 components are not supported in SAP Business One Cloud 1.0: • • • •
SAP Business One DI Server Microsoft Outlook Integration add-on Workflow Service SAP Business One Client (64 bit) and 64-bit add-ons
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Implementation Limitations (SAP Business One)
Note: 1856016 - SAP Business One Cloud 1.0 Office Integration SAP Business One enables users to export reports and documents to Microsoft Excel and Microsoft Word. You can work with Microsoft Office in on-demand environments using either of the following methods: Install Microsoft Office on presentation servers in the cloud. Integrate a local installation of Microsoft Office into the remote access solution. For more information about integration Microsoft Office into remote access solutions, see SAP Business One OnDemand Administrator's Guide. If Microsoft Office is installed on presentation servers in the cloud, then using it together with SAP Business One is the same as a typical on-premise installation. When using Microsoft Office on a local machine, you can store documents in dedicated user storage in the cloud, edit them on the local machine, and then save them back in the cloud. In SAP Business One, when you export a document, it is opened in the local version of Microsoft Office. When using Microsoft Office templates to generate target documents in the SAP Business One client application or add-ons in on-demand environments, the file generation process may be handled by a locally installed version of Microsoft Office. For more information, see SAP Business One OnDemand Administrator's Guide.
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Using Solution Packager In a SAP Business One Cloud environment Solution Packager provides the ability to: •
Develop tailored solutions for customer categories, industries etc.
•
Rapidly deploy pre-configured SAP Business One Cloud tenants to customers
•
Increase repeatability and accelerate volume business
•
Decrease implementation time
•
Sell more, implement less!
SAP Business One Solution Packager can package: •
Administration settings
•
Document and report layouts
•
UDT, UDF, Queries, Alerts
•
Users and Authorizations
Further information on Solution Packager is available on the Channel Partner Portal © 2013 SAP AG. All rights reserved.
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Configure the SAP Business One Mobile Application
To configure the SAP Business One Mobile Application first: • Ensure that the SAP Business One Integration Framework has been installed and deployed correctly (see note 1618978 for troubleshooting) • Each user that will use the mobile solution has been assigned a B1i license. In SAP Business One: • Enable a user to access the mobile solution has their user record updated with the correct information • Important – Make sure you specify a password for the user. • Users can be emailed the required connection information directly from SAP Business One On the iOS device: • Install the SAP Business One mobile application • Configure the settings for the application
Troubleshooting information available in note 1840117 © 2013 SAP AG. All rights reserved.
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User Local Devices and Resources in the Cloud
To complete and enhance the user experience we need to give the users the ability to access their local devices and resources, e.g.: •
Print at their chosen printer
•
Transfer files to and from the cloud
To enable/disable the redirection of local devices and resources: •
On the Session host server open Remote Desktop Configuration
•
Select Properties under Connections
•
In Properties open the Client Settings tab
•
Under Redirection, select to enable/disable the redirection of the device or resource
This can also be done by Group Policy Settings, which is desirable given the number of Session Hosts potentially available in the landscape Remember to provide education for users on how to use these settings © 2013 SAP AG. All rights reserved.
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Demonstration
Demonstration of where to set the local devices and resources redirection
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The Trial Process
SAP Business One Cloud offers the possibility of giving prospects access to an SAP Business One Cloud trial tenant at no SAP license cost •
Access is controlled through the SAP Business One Cloud Control Center
•
Trial access defaults to 30 days but can be configured at any duration up to 90 days
The SAP Business One Cloud User Access Portal template contains built in functionality for a prospect to request a trial. A cloud controller can then: •
Reject the request
•
Approve the request and complete the wizard to create a trial tenant.
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Exercise
Request a trial and provision a trial tenant before accessing the tenant as the trial user.
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Reseller Operators
An operator assigned to a reseller can: •
Create, edit and delete customers
•
Add users to and remove users from customers and tenants
•
Create, edit, duplicate and delete tenants
•
Assign extensions to tenants
•
Import license files
•
View information about service units assigned to them
When you create a reseller you can specify the following: •
The service units they are assigned to
•
Basic authorizations: • •
Create tenant, Upgrade tenant, Create customer If a reseller is not authorized to perform an operation a request is sent to the Cloud Control Center operators
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Exercise
Create a Reseller and a Reseller Operator and test the various settings available for them
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The Customer Engagement Lifecycle Demand Generation Lifecycle Management
Trial
Operation & Support
Customer Acquisition
Go-live
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Implementation
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Group Exercise: The Customer Engagement Lifecycle
Discuss the tasks in the Customer Engagement Lifecycle: 1.
Place them in the correct categories
2.
Discuss how a cloud implementation could affect the task
3.
Add any additional ones that come up in discussion
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Summary
In this section we have: Considered the options and limitations when implementing in the cloud Worked with the SAP Business One Cloud trial and reseller processes Discussed the customer engagement lifecycle
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