Transaction 101. Charles Howard & Maria Simpson Winshuttle

Transcription

1 Transaction 101 Charles Howard & Maria Simpson Winshuttle

2 Agenda Introduction Transaction Basics Transaction Advanced Runner Tips & Tricks

3 Introduction App Winshuttle #WUG2014 Twitter SSID wug Password omni14

4 Introduction Have you ever seen Transaction or Runner before? Yes No

5 Introduction If yes, please tell us your level of comfort with Transaction and/or Runner. I've seen someone else demonstrate the product(s). I've used Runner to run at least one script to either upload or download data. I've developed at least one simple upload script in Transaction. I've developed multiple scripts and have used advanced functionality like 'loops' and 'IF statements'.

6 Introduction What is your primary goal for attending Transaction 101? I want to better understand the presentations happening at the WUG to gain more value from the conference. I want an overview of how Transaction and Runner work so that I can explain it to others. I want an overview of how Transaction and Runner work so that I can make decisions for my organization around usage. I want to build my own simple scripts after this session without further training. I want to build complex scripts using advanced functionality without further training.

7 Introduction What real world examples are you most interested in seeing demonstrated? Material Management (MM) Financial Accounting (FI) Sales and Distribution (SD) Human Resources (HR)

8 Introduction Today s Schedule 9:00 AM Start 11-11:30 AM - Break 1-2 PM Lunch 3-3:15 PM Break 4:00 PM Wrap-up 5:00 PM Reception

9 Agenda Introduction Transaction Basics Transaction Advanced Runner Tips & Tricks

10 Transaction Basics Record Publish Excel Add-In Use a Template Map Run Share Run Web Service

11 Transaction Basics Potential Uses Data Creation Data Migration Data Maintenance Test Automation

12 Transaction Basics RFCs

13 Transaction Basics The Transaction Process Prepare Create Run Analyze Transaction Prepare Data Record Map Run Test Run - Prod

14 Transaction Basics Create Recordings From Templates Use as is or revise

15 Transaction Basics Recording Modes Batch Input Upload only Non-Batch Input Upload/Read Extended logging Long Text

16 Transaction Basics Recording Modes GUI Scripting Scrolling Runs in foreground GUI Scripting in SAP Winshuttle Function Module Replace Batch / Non-Batch Supports SAP SP24 and above Same functionality

17 Transaction Basics Mapping Basic Tab Choice of data source Excel/Access Drag and drop mapping Upload to SAP Read from SAP Column or Cell Auto mapping Excel only Validation

18 Transaction Basics Mapping Expert Tab Set filters Enable/Disable Properties Skip Screen Skip Transaction Loop Column Validate by List

19 Transaction Basics Restore Recording Tools > Restore SAP Recording Restores from the.bak file of the original recording Script (.TXR file) and.bak file must be in the same folder/location

20 Transaction Basics Run Settings Validate Run Options Run Now Run Later ALF Notification

21 Transaction Basics Run Later > Run Complete Wizard

22 Transaction Basics Review Scheduled Jobs Tools > Scheduler 2 Views

23 Transaction Basics Additional Run Options Run on Errors Step-by-Step Stop on All Screens Stop on Errors Run on Errors

24 Transaction Basics Advanced Run Options Extended Log Column/Comment Skip Field Indicator Default is \ Use in blank Excel cells/fields Backup SAP data

25 Transaction Basics Advanced Run Options Linking Scripts Locate first script in chain Search for next script Data File Carry Settings File Sheet Start and End Row Continue adding scripts as needed

26 Transaction Basics Options/Defaults Tools > Options Application Defaults SAP Defaults Auto Update Error Management ALF Management Prod. Server Warning Header Log Details

27 Transaction Basics Publish a Transaction script Embed a copy of the script in Excel Bind to sheet Description appears in drop down list in Excel add-in Can have multiple scripts in one Excel template

28 Transaction Basics Logs and ROI Information Tools > Log Viewer Chart or Export

29 Agenda Introduction Transaction Basics Transaction Advanced Runner Tips & Tricks

30 Transaction Advanced Long Text All Recording Modes Change Editor/Text Table 72 Characters Per Line Non-Batch Input with SAP Controls Long Text button Separate mapper screen

31 Transaction Advanced Condition Statements Where Expert tab Highlight rows Click Condition Condition Properties Start/End Rows

32 Transaction Advanced Condition Statements Rows added Delete condition by deleting a row

33 Transaction Advanced Condition Statements What IF first transaction IF NOT first transaction IF on SAP field IF on Index Field IF to Verify Text IF Select Column, Operator, Value Compare with Column

34 Transaction Advanced Multi-Line Item Transactions Tables/Grids Screen has Header and Detail sections Button(s) to add a row Recording Tips Analyze behavior Does the data in the table move up or down? Press Enter to make break between Header and Line Item Table Enter 2 items

35 Transaction Advanced Multi-Line Item Transactions Where Expert tab Highlight rows Select Loop Loop Properties Start/End Rows Column Identifiers

36 Transaction Advanced Multi-Line Item Transactions Rows added Template auto populated Delete Loop by deleting a row

37 Transaction Advanced Index Based Loop ALV Grids/Tables No button to automate adding a row Recording Mode: GUI Scripting Index Identifier Column

38 Agenda Introduction Transaction Basics Transaction Advanced Runner Tips & Tricks

39 Runner The Runner Process Prepare Run Prepare Data File Run Test Run - Prod

40 Runner and the Excel Add-In Run Settings Run Rows Specified/Selected/Filtered Run Options Run Now Run Later Run on Errors Step-by-Step Tools

41 Runner Excel Add-In Two Script Options From blank Excel Template Excel > Winshuttle > Add-In Search All scripts From Published Excel Template Locate template > Winshuttle > Add-In Drop down menu Only scripts published to that template

42 Agenda Introduction Transaction Basics Transaction Advanced Runner Tips & Tricks

43 Tips & Tricks - Practice with the SAP transaction so the recording will be repeatable - Prepare your data in advance - Test with at least 2 or 3 rows of data - Always use a non-production system when creating/testing a new script

44 Tips & Tricks Script Components

45 Tips and Tricks Expert Tab Add Screens Add Fields Change OK Codes

46 Questions

47 How to Get Help Help Ribbon Web Based Help Release Notes Winshuttle Knowledge Base

48 How to Get Help Winshuttle Global Support Support Tickets: Click Submit A Request Complete the form > Click Submit confirmation Support@Winshuttle.com

49 How to Get Help Winshuttle Global Support Phone: US: +1 (800) UK: + 44 (0) FR: +33 (0) DE: +49 (0) IN: +91 (0)

50 THANK YOU!