EHSM SP01 Master Guide v1

Master Guide

SAP® Environment, Health, and Safety Management

Using Component Extension 1.0 for SAP EHS Management

Components

■ Foundation for EHS Management ■ Incident Management

Target Audience

■ Consultants ■ Administrators ■ Others

Public Document version 1.0 – 14/12/2010

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Master Guide Component Extension 1.0 for SAP EHS Management

4 December 2010

History of Changes The Master Guide is regularly updated in SAP Service Marketplace at http://service.sap.com/instguides.

Make sure you have the latest version of the Master Guide by checking SAP Service Marketplace immediately before starting the installation.

The following table provides an overview of the most important changes that were made in the latest versions.

Master Guide Version Important Changes

1.00 (December 2010) Version for release

Master Guide Component Extension 1.0 for SAP EHS Management

December 2010 5

Contents

History of Changes ................................................................................ 4

1 Getting Started .............................................................................. 6

1.1 About this Document ....................................................................... 6

1.2 Related Information ......................................................................... 8

1.2.1 Planning Information .......................................................................... 8

1.2.2 Further Useful Links ........................................................................... 9

1.3 Important SAP Notes ....................................................................... 9

2 Overview of Component Extension 1.0 for SAP EHS Management ................................................................................... 12

2.1 Software Units of SAP EHS Management .................................... 12

2.2 Software Components ................................................................... 12

2.3 Integrated Application Components ............................................ 14

2.4 Third Party Components ............................................................... 15

2.5 System Landscape ......................................................................... 16

2.5.1 Full System Landscape .................................................................... 16

2.5.2 Minimum System Landscape ........................................................... 18

2.5.3 Typical System Landscape............................................................... 19

2.6 Integration Scenarios with ERP .................................................... 20

2.6.1 Add-On Installed on Productive ERP .............................................. 20

2.6.2 Add-On Installed on ERP System (Operated Side-by-Side to an Earlier ERP System) ................................................................................... 21

2.7 Overall Implementation Sequence ............................................... 23

2.7.1 Tools and Resources for Planning Your System Landscape ........ 24

2.8 Customizing and Extensibility Options ....................................... 27

3 Business Scenarios of SAP EHS Management ......................... 29

3.1 Report an Incident (Initial Incident Recording) ........................... 29

3.2 Review and Complete an Incident ................................................ 30

3.3 Perform an Incident Investigation ................................................ 30

3.4 Analytical Reports for Incidents ................................................... 31

4 References ................................................................................... 33

5 The Main SAP Documentation Types ........................................ 34

1 Getting Started

6 December 2010

1 Getting Started

Component extension 1.0 for SAP Environment, Health, and Safety Management (SAP EHS Management) is an add-on to SAP ERP and supports your organization in managing business processes related to environment, health, and safety. Component extension 1.0 provides comprehensive functionalities to support you in managing incidents that affect people and/or the environment, starting from initial recording up to internal and external reporting of incidents. In addition, this add-on contains task management services, an object to store location data in a structured way, and process monitoring services to support your EHS processes.

This add-on features integration points with other SAP components throughout the solution and a foundation layer that connects the processes of SAP EHS Management to the SAP Business Workflow engine.

If you use existing components in the EHS application within ERP that support managing incidents and accidents, they are still supported. However, further enhancements of incident management are only developed in this add-on.

1.1 About this Document

Purpose

This Master Guide is the central starting point for the technical implementation of the SAP EHS Management add-on. Use the Master Guide to get an overview of SAP EHS Management, its software units, and how it supports you from a technical perspective in managing incidents.

The Master Guide is a planning tool that helps you to design your system landscape. It refers you to the required detailed documentation, mainly:

Installation and security information

SAP Notes

SAP Help documentation

For a general overview of the available SAP documentation, see The Main SAP Documentation Types.

In this Master Guide, you can find business scenario-specific information for the following parts of the incident management process:

Reporting an Incident (Initial Incident Recording)

Reviewing and Completing an Incident

Investigating an Incident

Generating Analytical Reports

If you already use the incident management functionality of Environment, Health, and Safety, you can also learn about how to migrate your data to SAP EHS Management. The central starting point for information about the migration of your existing EHS incident data to SAP EHS Management is available in SAP Note 1486632.

http://service.sap.com/~form/handler?_APP=01100107900000000342&_EVENT=DISPL_TXT&_NNUM=1486632&

1 Getting Started

December 2010 7

The Master Guide consists of the following main sections:

1 Getting Started

This section provides an introduction to what to expect from this Master Guide, planning information, important links, and SAP Notes.

2 Overview of Component Extension 1.0 for SAP EHS Management

This section provides an introduction to SAP EHS Management, mainly its software units, integrated application components, third party components, system landscape and overall implementation sequence.

3 Business Scenarios of SAP EHS Management

This section describes the business scenarios used in SAP EHS Management and any relevant implementation considerations.

You can find the most current information about the technical implementation of SAP EHS Management on SAP Service Marketplace at http://service.sap.com/instguides.

We strongly recommend that you use the documents available here. The guides are regularly updated.

Constraints

The business scenarios that are presented here serve as examples of how you can use SAP software in your company. The business scenarios are only intended as models and do not necessarily run the way they are described here in your customer-specific system landscape. Ensure to check your requirements and systems to determine whether these scenarios can be used productively at your site. Furthermore, we recommend that you test these scenarios thoroughly in your test systems to ensure they are complete and free of errors before going live.

This Master Guide primarily discusses the overall technical implementation of SAP EHS Management, rather than its subordinate components. This means that additional software dependencies might exist without being mentioned explicitly in this document. You can find more information on component-specific software dependencies in the corresponding installation guides.

1 Getting Started

8 December 2010

1.2 Related Information

1.2.1 Planning Information For more information about the planning topics not covered in this guide, see the following content on SAP Service Marketplace:

Content Description Location on SAP Service Marketplace

SAP EHS Management Security Guide

Information for technology consultants and system administrators about securing your data and processes to prevent unauthorized access to critical information.

http://service.sap

.com/instguides →

SAP Business Suite

Applications →

SAP EHS Management

→ Component Extension for SAP

EHS Management →

Release 1.0

SAP EHS Management Operations Guide

Information for technical and solution consultants, as well as support specialists and system administrators about managing and maintaining your SAP applications to run optimally.

http://service.sap

.com/instguides →

SAP Business Suite

Applications →

SAP EHS Management


EHS Management →

Release 1.0

SAP EHS Management Sizing Guide

Information for system administrators, technical project managers, and consultants about sizing, calculation of hardware requirements, such as CPU, disk and memory resource.

http://service.sap

.com/instguides →

SAP Business Suite

Applications →

SAP EHS Management


EHS Management →

Release 1.0

General information about SAP EHS Management

http://service.sap

.com/ehs

Released platforms and technology-related topics such as maintenance strategies and language support

http://service.sap

.com/platforms

To access the Platform Availability Matrix directly, enter http://service.sap

.com/pam.

Network security http://service.sap

.com/securityguide

High Availability http://www.sdn.sap

.com/irj/sdn/ha

1 Getting Started

December 2010 9

Performance http://service.sap

.com/performance

Information about Support Package Stacks, latest software versions and patch level requirements

http://service.sap

.com/sp-stacks

Information about Unicode technology

http://www.sdn.sap

.com/irj/sdn/i18n

1.2.2 Further Useful Links The following table lists further useful links and their location:

Content Location

Release Note documentation See http://service.sap.com/releasenotes → SAP Solutions → SAP EHS Management

Application Help documentation See SAP Help at http://help.sap.com/ under SAP Business Suite → SAP EHS Management → Component Extension for SAP EHS Management → Release 1.0

Business Package for EHS Management documentation (including configuration documentation for BP)

See SAP Help at http://help.sap.com/ under SAP Business Suite → SAP EHS Management → Component Extension for SAP EHS Management → Release 1.0

SAP EHS Management Roles in SAP NetWeaver Business Client for HTML


BI Content for EHS Management documentation

See SAP Help at http://help.sap.com under SAP NetWeaver → BI Content → BI Content 7.05 → SAP NetWeaver 7.0 BI Content Add-On 5 SP 02

Information about creating error messages http://service.sap.com/message

SAP Notes search http://service.sap.com/notes

SAP Software Distribution Center (software download and ordering of software)

http://service.sap.com/swdc →

Installations and Upgrades - Entry by Application Group → SAP Application Components → SAP EHS Management → SAP EHS MGMT. EXTENSION → SAP EHS MGMT. EXTENSION 1.0

SAP Online Knowledge Products (OKPs) – role-specific Learning Maps

http://service.sap.com/rkt

1.3 Important SAP Notes

http://service.sap.com/releasenotes

http://help.sap.com/




http://service.sap.com/swdc

1 Getting Started

10 December 2010

You must read the following SAP Notes before you start the installation. These SAP Notes contain the most recent information on the installation, as well as corrections to the installation documentation.

Make sure that you have the up-to-date version of each SAP Note, which you can find on SAP Service Marketplace at http://service.sap.com/notes.

For information about installation and migration, see the following notes.

SAP Note Number Title Description

1471545 EHSM 100 installation on SAP EHP 5 for ECC 6.0

Installation information for SAP EHS Management on SAP ERP

1486632 SAP EHSMe 1.0: Information for Migration

Contains information about migrating data from Environment, Health, and Safety to SAP EHS Management

766191 Active Component Framework Installation

Contains information about making Microsoft Office integration available for the investigation steps in the Web Dynpro

1486885 Order SAP Business Objects software for embedded analytics

For more information, see 3.4 Analytical Reports for Incidents.

1164979 SAP NetWeaver 7.0 Embedded Search: Central Note

Contains information about using Embedded Search of SAP enhancement package 1 or 2 for SAP NetWeaver 7.0

To ensure faultless operation of component extension 1.0 for SAP EHS Management, you must apply the corrections described in the following SAP Notes.


1515664 Row repeater dump Apply this note to solve a possible dump in the inbox.

1518396 Indexes are not filled after TREX conversion

Apply this Note if you use Enterprise Search and TREX is greater than 7.10.41.

1519775 Buttons within the button choice are not visible

Apply this Note if the change status pushbuttons for locations are not visible in the application.

1525766 Change Document Adapter does not record all changes of nodes

1526402 Implicit check of RFC authorization

Apply this Note if you use SAP_HRGXX with one of the versions and SPs mentioned in the Note.











1 Getting Started

December 2010 11

1534362 Reading data in the HR system

Apply this Note if you use SAP_HRGXX with one of the versions and SPs mentioned in the Note.

1536113 Missing Customizing for classification of injuries

1536691 Dump when trying to open details for person

1537403

Workflow Templates for Standard Action and Reporting defect

1538425 Investigation Step: dump when searching for approver

1539202 Change Assignee: dump when searching for implementor

It is also recommended to apply the corrections described in the following SAP Notes to improve operation of component extension 1.0 for SAP EHS Management.


1537112 Upload files for Investigation Steps and Guidelines

1538137

Task within incident investigation not refreshing correctly










12 December 2010

2 Overview of Component Extension 1.0 for SAP EHS Management Component extension 1.0 for SAP EHS Management is based on the SAP ERP application and SAP NetWeaver. It is a Web-based application that is realized in Web Dynpro (ABAP). You can choose to use both the SAP NetWeaver Business Client (NWBC) and the SAP NetWeaver Portal, or one of the two.

This add-on provides integration points throughout the application to other SAP components. You can query, assign, and read data in integrated components. In some cases, you can also create data in, and replicate data from an integrated component. SAP EHS Management also utilizes existing tools, like the SAP Business Workflow to provide the engine for its process foundation, and SAP Interactive Forms by Adobe to collect information in questionnaires and to create print forms in PDF format.

SAP EHS Management also optionally utilizes components to support your organization if you want to use SAP NetWeaver Business Warehouse and BI content, or the Enterprise Search (TREX) services.

2.1 Software Units of SAP EHS Management This section provides an overview of the required and optional software components and tools, integrated application components, and third party components that you can use in SAP EHS Management.

2.2 Software Components The following table contains an overview of the software components that are required or optional in SAP EHS Management.

Table 1: Software Components Matrix

Required or Optional

Software Component Version Comments

Required Component extension for SAP EHS Management

1.0, SP01

SAP NetWeaver SAP enhancement package 2 for SAP NetWeaver 7.0 SP06

SAP ERP SAP enhancement package 5 for SAP ERP 6.0 SP03

SAP Business Suite Foundation SAP Business Suite Foundation 702 SP04

Adobe Document Services (ADS) Version delivered with the

No further


December 2010 13

appropriate Netweaver J2EE Server

requirements

SAP NetWeaver Application Server (Java)

SAP enhancement package 2 for SAP NetWeaver 7.0

Optional SAP Netweaver Business Client 3.0 SP0 PL3

SAP NetWeaver Portal SAP NetWeaver 7.0

Business Package for EHS Management

1.0

SAP Active Component Framework (ACF)

7.12 PL 26 Required if you want to work on Microsoft Office documents (Microsoft Excel and Microsoft Word) as part of an investigation step (see 3.3 Perform an Incident Investigation)

The following components are optional. However, if you want to use SAP NetWeaver Business Warehouse and BI content (see 3.4 Analytical Reports for Incident), the components are required.

Optional SAP Netweaver Application Server (ABAP)

SAP enhancement package 2 for SAP Netweaver 7.0 SP04

SAP NetWeaver Business Warehouse

SAP enhancement package 2 for Netweaver 7.0 SP04

BI Content 7.05 SP2

BI Content Extension 7.05 SP2 Xcelsius Dashboards

SAP Netweaver Application Server (Java)

SAP enhancement package 2 for SAP Netweaver 7.0 SP04

Including BI-Java, EPC, EP

(EPC includes the Xcelsius iView for dashboards)

Adobe Flash Player Version 9 Required for Xcelsius Dashboards


14 December 2010

The following component is optional. However, if you want to use the Enterprise Search services, the component is required.

Optional SAP NetWeaver Enterprise Search

7.10, Revision 27 SAP NetWeaver standalone engine

Search and Classification (TREX)

For more information about the system prerequisites for using mandatory and optional software components, see 2.5 System Landscape.

2.3 Integrated Application Components You can set up SAP EHS Management to use and integrate the functions of other SAP solutions. The following table lists the integrated application components, any special installation requirements, and how these components support your business scenarios in SAP EHS Management:

Some data described in Table 2: Integrated Application Components must be available on the local system. For more information about the specific data that must be available on the local system, see the documentation for Customizing activity Specify Destination for Integration under SAP EHS Management → Foundation for EHS Management → Integration.

Table 2: Integrated Application Components

Application Component

Special Installation Requirements

Usage in SAP EHS Management

SAP Business Partner

Specific business partner roles must be available locally.

R/3 Enterprise 4.70 Extension Set 2.00 (Basis 620) or higher is required for the remote system

Call of RFC enabled function modules in a proxy package enable data from SAP Business Partner to be read, changed and created directly from SAP EHS Management.

Plant Maintenance (PM)

Specific PM data must be available locally.

R/3 Enterprise 4.70 Extension Set 2.00 (Basis 620) or higher is required for the remote PM system.

SAP ERP 6.0, enhancement package 5 is required for locations to read geo location data and partner data of a linked PM technical object.

Call of RFC enabled function modules in a proxy package enable data for PM technical objects (functional locations, sites, vehicles, and equipment) to be read and replicated; enable PM notifications to be read and created.

Materials Materials must be available Material numbers and


December 2010 15

Management (MM) locally. material descriptions can be read.

Customer Service (CS)

Specific QM data must be available locally.

R/3 Enterprise 4.70 Extension Set 2.00 (Basis 620) or higher is required for the remote CS system

Call of RFC enabled function modules in a proxy package enable CS notifications to be read and created.

Quality Management (QM)

Specific CS data must be available locally.

SAP ERP 6.0 (Basis 700) or higher is required for the remote QM system

Call of RFC enabled function modules in a proxy package enable QM notifications to be read and created.

Personnel Management (PA)


Call of RFC enabled function modules in a proxy package enable data for employees and applicants to be read.

Personnel Time Management (PT)


Call of RFC enabled function modules in a proxy package enable data for absences to be read from PT and assigned to an incident, and enables data for absences to be created directly in PT (optional).

Organizational Management (OM)

Only locally Different structure information that is used, for example, "Find line manager", "Find team members", organizational unit hierarchy, incident location.

Only locally

We recommend distributing this data via Application Link Enabling (ALE). This way, you can update the data regularly.

Currency and exchange rate data can be read.

2.4 Third Party Components Although SAP EHS Management is not delivered with third-party components, you can use third-party components for the following functions:

Map function for locations

You can integrate a third party map provider by implementing a Web Dynpro CHIP component. This component interprets and displays the address information from the location address. This enables users to visualize the position of a location on a map. For more information, see the Customizing activity Configure Integration of Map under SAP EHS Management → Foundation for EHS Management → Locations.

Encryption function for inquiry forms


16 December 2010

The inquiry forms used in incident management can contain sensitive and confidential data. These forms are sent via e-mail. If you do no already use an encryption function, you can configure SAPconnect to send e-mails via a secure e-mail gateway application that is capable of encrypting outbound and inbound e-mails. For more information, see SAP Help Portal for SAP NetWeaver under SAP NetWeaver 7.0 (2004s) → SAP NetWeaver Library → Administrator’s Guide → Technical Operations Manual for SAP NetWeaver → Administration of SAP NetWeaver Systems → AS ABAP (Application Server for ABAP) → Administration → SAPconnect Communication Interface. Note that in SAPconnect Communication Interface under More Information, you can find general information about SAPconnect.

2.5 System Landscape This section describes several possible system landscapes and the prerequisites for using their mandatory and optional components. For more information about components and the minimum release information, see 2.2 Software Components.

The system functions properly without optional servers and components. However, you may choose to include optional servers and components in your system landscape depending on your business needs. For more information about when you may want to use optional servers or components, see 3 Business Scenarios of SAP EHS Management.

2.5.1 Full System Landscape The full, productive system landscape of the SAP EHS Management add-on is based on SAP ERP and SAP NetWeaver.

The following picture illustrates the full system landscape:


December 2010 17

Figure 1: Full System Landscape

You can access the user interface of SAP EHS Management using the following clients:

NetWeaver Business Client for Desktop

NetWeaver Business Client for HTML

SAP NetWeaver Portal

The full system landscape contains the following elements:

SAP ERP on ABAP Server

SAP EHS Management is an add-on to SAP ERP. The SAP EHS Management add-on uses the SAP ERP application and SAP NetWeaver Application Server (SAP NetWeaver AS) for ABAP.

The components run on the same ABAP server as SAP ERP. This server exchanges data with the database.

Portal (optional) and ADS on J2EE Server

In SAP EHS Management, you use Adobe Document Services (ADS) for local printing and for SAP Interactive Forms by Adobe. Optionally, you can the SAP NetWeaver Portal (including Business Package for EHS Management and the EP Core - Application Portal).

The SAP NetWeaver AS for Java enables the Web services for these components. The components run on a J2EE server that exchanges data with the database.

SAP NetWeaver Business Warehouse (BW)


18 December 2010

Using the components of SAP NetWeaver BW is optional. The data entered into SAP EHS Management can be extracted and stored in BW for use in analytical reporting.

BI Content contains BW modeling/objects, BEx queries, and Xcelsius dashboards. The technical content packages are BI_CONT 7.05, BI_CONT_XT 7.05 (dashboards). It is recommended to run BI Content, BW, and the corresponding SAP NetWeaver AS for ABAP on an ABAP server dedicated to analytical reporting.

You use BI Java to run Xcelsius and SAP Business Explorer (BEx) Web and to support local printing via the SAP List Viewer (ALV). BI Java can be deployed on the same J2EE server that is used for ADS, or together with the portal and the SAP NetWeaver AS for Java on a separate J2EE server (recommended). The portal is optional as a client, but technically required for Xcelsius and BEx Web Analyzer.

TREX (Enterprise Search)

You can use SAP NetWeaver Enterprise Search to search for incidents in the application.

2.5.2 Minimum System Landscape The minimum system landscape of the SAP EHS Management solution is based on SAP ERP and SAP NetWeaver.

The following picture illustrates the minimal system landscape:

Figure 2 Minimum System Landscape

This landscape has a minimum number of required components to run the solution. The minimum system landscape contains the following elements:

SAP ERP on ABAP Server


December 2010 19

SAP EHS Management is an add-on to SAP ERP. The SAP EHS Management add-on uses the SAP ERP application and SAP NetWeaver Application Server (SAP NetWeaver AS) for ABAP.

The components run on the same ABAP server as SAP ERP. This server exchanges data with the database.

ADS on J2EE Server

In SAP EHS Management, you use Adobe Document Services (ADS) for local printing and for SAP Interactive Forms by Adobe.

The SAP NetWeaver AS for Java enables the Web services for these components. The components run on a J2EE server that exchanges data with the database.

2.5.3 Typical System Landscape The typical system landscape of the SAP EHS Management solution is based on SAP ERP and SAP NetWeaver.

The following picture illustrates the typical system landscape:

Figure 3: Typical System Landscape


20 December 2010

A typical system landscape is the same as the minimum system landscape with the addition of Enterprise Search services and a dedicated SAP NetWeaver Business Warehouse system.

2.6 Integration Scenarios with ERP You can run two different integration scenarios with ERP:

Add-on is installed on top of the productive ERP system (see 2.6.1 Add-On Installed on Productive ERP).

Add-on is installed side-by-side with the ERP system (see 2.6.2 Add-On Installed on ERP System (Operated Side-by-Side to an Earlier ERP System).

2.6.1 Add-On Installed on Productive ERP

Figure 4 Deployment of SAP EHS Management as Add-On on Productive ERP System


December 2010 21

In this scenario, you can use an ERP system that is upgraded to enhancement package 5 for the productive business processes, and the SAP EHS Management add-on for the additional functions of incident management. The add-on reuses master data of the following lower software layers:

Application extension layer, including EA-APPL 605

Application component layer, including SAP-APPL 605 and SAP_HR 600 and higher

NetWeaver add-on layer, including SAP_BS_FND 702

SAP NetWeaver Basis component layer, including SAP NetWeaver 702

2.6.2 Add-On Installed on ERP System (Operated Side-by-Side to an Earlier ERP System) To enable existing customers that run a productive ERP system on an earlier release (earlier than 6.05) to benefit from the functions of SAP EHS Management, the customer can use a side-by-side scenario. In this scenario, the customer additionally installs and operates an ERP 605 system with this add-on. This 605 system (with the add-on) is dedicated to running SAP EHS Management only. All other business processes still run in the earlier ERP system. For the side-by-side to operate, two main scenarios are possible:

Data is read remotely from the earlier ERP system by the 6.05 add-on system (see Figure 5 Side-By-Side Scenario: Data is Read Remotely).

Data is replicated from the earlier ERP system to the 6.05 add-on system (see Figure 6 Side-By-Side Scenario: Data is Replicated).

Regardless of the side-by-side scenario that you choose, there is specific data that can only be read locally. This data must be replicated. For more information about the specific data that must be replicated, see the Customizing activity Specify Destination for Integration under SAP EHS Management → Foundation for EHS Management → Integration.


22 December 2010

Figure 5 Side-By-Side Scenario: Data is Read Remotely

Figure 5 displays both the add-on and the earlier ERP system. The add-on system reads data remotely from the following software layers of the earlier ERP system:

Application extension layer, including EA-APPL 470 or 600 and higher

Application component layer, including SAP-APPL 470 or 600 and higher, and SAP_HR 470 or 600 and higher

NetWeaver add-on layer

SAP NetWeaver Basis component layer, including SAP NetWeaver 620 or 700 and higher

If necessary, the add-on system reads replicated data from the following lower software layers:

Application extension layer, including EA-APPL 605

Application component layer, including SAP-APPL 605 and SAP_HR 605

NetWeaver add-on layer, including SAP_BS_FND 702

SAP NetWeaver Basis component layer, including SAP NetWeaver 702


December 2010 23

Figure 6 Side-By-Side Scenario: Data is Replicated

Figure 6 is the same as Figure 5 Side-By-Side Scenario: Data is Read Remotely. However, here, the data in the application extension layer and the application component layer of the earlier system are replicated in the corresponding application extension layer and application component layer of the add-on system. The data is not read remotely.

2.7 Overall Implementation Sequence

Purpose

The following table describes the overall installation sequence for SAP EHS Management.

For the latest component version and patch level requirements, see the quick link /sp-stacks in SAP Service Marketplace.

For documentation listed in the following table, see 4 References.

Process

Table 3: Implementation Sequence

Step Action

[Required Documentation]

Remarks/Subsequent Steps

1. Ensure that you have performed the preparatory steps:

o You have planned your system


24 December 2010

landscape by deciding how many systems you require, how you want to use each of these systems, and which standalone engines and clients you require.

For more information, see 2.7.1 Tools and Resources for Planning Your System Landscape as well as 2.5 System Landscape and 2.6 Integration Scenarios with ERP.

o With the help of your hardware partner, you have mapped your systems and standalone engines to correctly sized hosts.

2. You have read all relevant SAP Notes and guides. See 1.2.1 Planning Information and 1.3 Important SAP Notes.

3. You install the add-on. For more information, see SAP Note 1471545.

4. If you want to use optional components described in 2.2 Software Components, see the following installation guides:

SAP NetWeaver (optional components)

See SAP Service Marketplace at

http://service.sap.com/installNW70 →

Installation - SAP NetWeaver Systems

BW / BI Content


http://service.sap.com/instguides → SAP NetWeaver → SAP NetWeaver BI Content

To run embedded analytics you need to order the necessary SAP BusinessObjects software. See SAP Note 1486885 for details.

TREX


http://service.sap.com/instguides → SAP NetWeaver → SAP NetWeaver Enterprise Search 7.0

2.7.1 Tools and Resources for Planning Your System Landscape

To plan your system landscape, you can use a few tools and resources that are available to you as SAP customer.


http://service.sap.com/installNW70

http://service.sap.com/instguides


http://aiokeh.wdf.sap.corp:50000/SAPIKS2/content_get.sap?IWB_INDUSTRY=SAP-EHSM&TMP_IWB_TASK=PREVIEW2&_CLASS=BCO_COMMON&_LOIO=85E4D8D44B6E4D63B93BFA251A8535A4&LANGUAGE=EN&RELEASE=1.0#N14563-toc

http://aiokeh.wdf.sap.corp:50000/SAPIKS2/content_get.sap?IWB_INDUSTRY=SAP-EHSM&TMP_IWB_TASK=PREVIEW2&_CLASS=BCO_COMMON&_LOIO=85E4D8D44B6E4D63B93BFA251A8535A4&LANGUAGE=EN&RELEASE=1.0#N14563-toc


December 2010 25

Tools

On SAP Service Marketplace, we provide some tools that allow you to look up more detailed information about business scenarios, business processes, and implementable steps. These tools include the following:

Table 4: Tools for Looking Up Information about Business Processes, Scenarios, and Implementable Steps

Tool Purpose

Business process repository (BPR) viewer

To look up descriptions of business scenarios, business processes, and implementable steps

Scenario and process component list

To look up the required components and releases for a business scenario, business process, or implementable step

In addition, there are tools in SAP Solution Manager that support you before, during, or after the installation of your SAP product or SAP enhancement package. These tools include:

Table 5: Tools for Supporting Installations and Upgrades

Tool Purpose

Solution Manager System Landscape

To model and set up your system landscape

SAP Solution Manager Maintenance Optimizer

To install support packages and SAP enhancement packages

Business process repository

To access configuration documentation, links to Customizing activities and master data transactions, specifically tailored for individual business processes, business scenarios, or implementable steps

Business process change analyzer (available with SAP enhancement package 1 for SAP Solution Manager 7.0)

To analyze the effects of transports and support packages as well as activation logs for business functions

As of SAP Solution Manager 7.0 with support package 23, these tools have been enhanced to provide a better support for the setup of your system landscape and for installing and activating business functions. For more information, see SAP Library for SAP Solution Manager on SAP Help Portal at http://help.sap.com under SAP Solution Manager.



26 December 2010

SAP Solution Manager: Implementation Content

To get implementation content that supports you during the configuration of your business processes, business scenarios, and implementable steps, you need the SAP Solution Manager add-on Implementation Content ST-ICO 155 L022 (SP25).

SAP Business Suite: Landscape Implementation — Technical Planning Guide

To get an overview of the necessary steps for planning a system landscape, use the Landscape Implementation — Technical Planning Guide on SAP Service Marketplace at http://service.sap.com/instguides under SAP Business Suite Applications. The guide also provides you with more information about the following:

Examples of reference system landscapes

Planning tools such as the business process repository

Deployment options

Typical implementation process

Business Process Repository (BPR) Viewer

The business process repository viewer (BPR viewer) is a tool on SAP Service Marketplace that allows you to preview the existing business scenarios, business processes, and implementable steps that are shipped as part of SAP Solution Manager content. You can make use of the information in SAP Solution Manager during your implementation project by taking the pre-delivered implementation content as the starting point for your project scope. The implementation content is delivered with the following assigned information:

Description of the business scenario, process, or implementable step

Configuration content (Customizing activities or configuration documentation)

Using the BPR Viewer

Calling Up the BPR Viewer

You can call up the BPR viewer directly using the Internet address https://implementationcontent.sap.com/bpr. Alternatively, you can also call up the Internet address http://service.sap.com/bpr first, to see more background information about the BPR viewer and additional material on SAP Service Marketplace.

Working with the BPR Viewer

To call up information about business scenarios, business processes, or implementable steps, navigate the following paths in the BPR viewer:

BPR Object Location

Business scenario Under Solutions/Applications

Business process Under Organizational Areas

Implementable step Under Solutions/Applications

For each business scenario, business process, or implementable step, you can select between different versions that depend on varying components and releases. To display the descriptions of a business scenario, business process, or implementable step, choose the


http://aiokeh.wdf.sap.corp:50000/SAPIKS2/content_get.sap?IWB_INDUSTRY=SAP-EHSM&TMP_IWB_TASK=PREVIEW2&_CLASS=BCO_COMMON&_LOIO=85E4D8D44B6E4D63B93BFA251A8535A4&LANGUAGE=EN&RELEASE=1.0#xdp-id.F67E9D2F662B4181A7C90A617DB8B392.BCO_COMMON-toc

http://aiokeh.wdf.sap.corp:50000/SAPIKS2/content_get.sap?IWB_INDUSTRY=SAP-EHSM&TMP_IWB_TASK=PREVIEW2&_CLASS=BCO_COMMON&_LOIO=85E4D8D44B6E4D63B93BFA251A8535A4&LANGUAGE=EN&RELEASE=1.0#xdp-id.3569BEEE5A76441BA0C901B5FA081E97.BCO_COMMON-toc

https://implementationcontent.sap.com/bpr

http://service.sap.com/bpr


December 2010 27

Documentation tab page. To display configuration documentation, choose the Configuration tab page.

The BPR Viewer displays all descriptions, but only a selection of the configuration documentation. To view all configuration documentation, install and use SAP Solution Manager at your customer site.

Scenario and Process Component List

The scenario and process component list (SCL/PCL) is a tool on the SAP Service Marketplace that allows you to find realization alternatives for SAP solutions, business scenarios, and processes for your SAP enhancement package installation. You find the tool at http://service.sap.com/scl.

The SCL/PCL helps you to bridge the gap between the business view and the technical view in SAP's products. It shows you which application components are needed to realize a business scenario or a process and which business scenarios are possible with a given set of application components.

Using the SCL/PCL

Procedure

1. Go to SAP Service Marketplace at http://service.sap.com/scl.

2. To start the SCL/PCL, choose Start Application.

The following selection options are provided:

SAP Scenarios and Realization Alternatives

With this option you can browse SAP's solutions, business scenarios, and processes. You can find out which components are needed and the available alternatives.

SAP Components and Possible Scenarios

This option allows you to browse SAP's products and components and to find out, which business scenarios and processes you can realize using the components.

For more information on how to use the tool, refer to the Help section.

3. Select SAP Scenarios and Realization Alternatives.

Select one or several scenarios, processes, and variants you want to realize. You can make your selection by using an alphabetical index or a full-text search. It is also possible to see all scenarios for a certain solution. You will then get a list of the alternative ways to realize these scenarios. You can also search for the identified business functions of a SAP enhancement package.

(In the following steps, we chose the scenario Billing Analysis in ERP as an example.)

4. Add the scenario Billing Analysis in ERP to the Selected Scenarios/Processes/Variants list and choose Show Realization Alternatives. The SCL/PCL then lists the different possibilities. With options like Validity you can switch between possible and impossible realization alternatives. The Optional Comp. dropdown list helps you to find the minimum required SAP product versions.

2.8 Customizing and Extensibility Options

http://aiokeh.wdf.sap.corp:50000/SAPIKS2/content_get.sap?IWB_INDUSTRY=SAP-EHSM&TMP_IWB_TASK=PREVIEW2&_CLASS=BCO_COMMON&_LOIO=85E4D8D44B6E4D63B93BFA251A8535A4&LANGUAGE=EN&RELEASE=1.0#xdp-id.5B7D0B5144C947EDA385B9675C898877.BCO_COMMON-toc

http://service.sap.com/scl

http://aiokeh.wdf.sap.corp:50000/SAPIKS2/content_get.sap?IWB_INDUSTRY=SAP-EHSM&TMP_IWB_TASK=PREVIEW2&_CLASS=BCO_COMMON&_LOIO=85E4D8D44B6E4D63B93BFA251A8535A4&LANGUAGE=EN&RELEASE=1.0#xdp-id.E6181BE5C7EE4DAD806458FE0A2E1332.BCO_COMMON-toc

http://service.sap.com/scl


28 December 2010

You can configure the SAP EHS Management system to meet your requirements. There are Customizing activities for the delivered components of SAP EHS Management.

Note that you must implement the Customizing activities under Foundation for EHS Management to use incident management. For more information about Customizing activities, see the SAP menu of the SAP system under Tools → Customizing → IMG for SAP EHS Management.

You can also extend and adapt this add-on to suit the needs of your organization. The following extensibility topics are described in the Application Help documentation (see SAP Help at http://help.sap.com/ under SAP Business Suite → SAP EHS Management → Component Extension for SAP EHS Management → Release 1.0):

Adding Fields to the User Interface

Field Control

Adding Print Forms and Interactive Forms

Process Configuration

Changing Workflow Templates

If you use Xcelsius Dashboards and SAP BEx reports for incident management (see 3.4

Analytical Reports for Incidents), the extensibility options are described in Solution Manager. For more information, see the documentation in SAP Solution Manager under Solutions/Applications → SAP EHS Management: Business Process Configuration → Scenarios → Asset Safety and Compliance → Keep the People Safe → Business Processes → Managing Incidents → Generate Analytical Reports.



December 2010 29

3 Business Scenarios of SAP EHS Management SAP EHS Management supports your company in fulfilling environment, health, and safety requirements on a regional and global scale. It makes day-to-day business safer by integrating EHS into the core business. This add-on supports your company in managing the area of health and safety with the incident management functionality. In the following sections, you will learn about example scenarios supported in this add-on.

For more information about the following scenarios and their configuration, see the following documentation:

Content Location

Scenario Description See the documentation in SAP Solution Manager under Solutions/Applications → SAP EHS Management: Business Process Configuration → Scenarios → Asset Safety and Compliance → Keep the People Safe → Business Processes → Managing Incidents.

Configuration Documentation for Analytical Reporting

See the documentation in SAP Solution Manager under Solutions/Applications → SAP EHS Management: Business Process Configuration → Scenarios → Asset Safety and Compliance → Keep the People Safe → Business Processes → Managing Incidents → Generate Analytical Reports.

Application Help Documentation


3.1 Report an Incident (Initial Incident Recording)

Overview

You can use a quick activity, a guided activity or an offline form to record basic information about an incident. This includes a description of the actual events as well as information about the people and assets that were involved in the incident. The quick activity is a single screen transaction that only allows you to record the most essential information; however, you can enter more detailed information in the guided activity. Depending on the processes used in your organization, you can adapt both the quick and the guided activity as required.

The usability and simple design of the user interface allow even infrequent users to navigate easily through the initial recording process. This helps you to establish more comprehensive safety management by involving all employees throughout your organization.

When the initial incident recording process is completed, the system automatically notifies the responsible incident manager to trigger follow-up activities. It summarizes the initially



30 December 2010

recorded data in a print form and assigns it to an incident record that can be processed further during the review and completion step.

This business scenario uses the required components as described in 2.2 Software Components.

This business scenario can use the integration points with the components described in 2.3 Integrated Application Components.

To implement this business scenario, see the implementation sequence described in 2.7 Overall Implementation Sequence.

Further Information

For more information about reporting an incident offline, see the documentation for Customizing activity Generate Forms for Offline Recording under SAP EHS Management → Incident Management → Print Forms and Interactive Forms.

3.2 Review and Complete an Incident

Overview

As a person responsible for managing incidents, you can directly access incident records to review and complete the information that was entered during initial incident recording. If you require additional information from other people, you can start a process that sends out inquiry forms and automatically notifies you when these forms have been completed. You can review the forms before automatically transferring the form entries into the fields of the incident record.

Additionally, you can do the following during the review and completion step for incident records:

You can start processes for implementing actions and notifications in response to an incident.

You can track the financial impact of an incident.

You can perform risk assessments.

Depending on the regulations that are valid for your organization, you can generate different reports that can be sent to the authorities or to internal and external stakeholders. Approval workflows ensure that no incorrect or irrelevant information is released for reporting.

This business scenario uses the required components as described in 2.2 Software Components.



3.3 Perform an Incident Investigation

Overview

You can perform an incident investigation to determine the causes that led to an incident. Depending on legal or organization-specific requirements, you can structure different


December 2010 31

investigation templates to include relevant investigation steps (such as a step for a root cause analysis and a step for lessons learned). You can start a process for each step by assigning it to the responsible person.

This business scenario uses the required components as described in 2.2 Software Components. Note that if you want to use Microsoft Office documents (Microsoft Word or Microsoft Excel) as part of a processing an investigation step, you must use the SAP Active Component Framework (ACF) component.



3.4 Analytical Reports for Incidents

Overview

You can use Xcelsius dashboards and SAP BEx reports to analyze and provide an overview of the incident-specific data and general process data.

Dashboards provide a graphical overview of key incident statistics and can display key figures, such as the Lost Time Case Rate (LTCR). You can use dashboards to monitor and analyze the processes running in SAP EHS Management.

You can use multidimensional business intelligence (BI) reports to analyze incident information in more depth, for example, if you want to perform a root cause analysis.

Note that if you do not use SAP Business Warehouse, you can still generate analytical reports in Microsoft Excel. There are no additional software components needed for generating reports with Microsoft Excel. A report extracts the data from the ERP system that is used to generate the spreadsheet-based report.

The integration of SAP BusinessObjects and SAP BusinessObjects Xcelsius in SAP Business Suite provides you with analysis functions that are integrated in the user interface and processes: Embedded Analytics.

Predefined reports and dashboards provide a detailed, graphical, or interactive display of (transaction) data from SAP Business Suite or from SAP NetWeaver BW.

Embedded Analytics contains the following integrations:

Xcelsius for the graphical or interactive display of data from queries in dashboards

Users can call these functions in SAP NetWeaver Business Client or SAP NetWeaver Portal.

Technical System Landscape

This business scenario uses the required components, and the optional components for SAP NetWeaver Business Warehouse as described in 2.2 Software Components.

The following technical requirements are also required:

Xcelsius Dashboards with Queries

To display the Xcelsius dashboards provided, you require Adobe Flash Player version 9. Note also the license terms for SAP BusinessObjects.

To create your own dashboards, you require SAP BusinessObjects Xcelsius Enterprise 2008 (SP03, FP1). Take note of the corresponding license terms.


32 December 2010

For Xcelsius dashboards, the following system requirements also apply:

SAP NetWeaver 7.0 including enhancement package 2 (SP04)

SAP NetWeaver 7.0 BI Content Add-On 5

Extension for SAP NetWeaver 7.02 BI Content Add-On 5

The connection between the ABAP back end and the BI system must be configured as a secure connection with single sign on. Otherwise, the user will be prompted to log in and the navigation context is lost.

Implementation Sequence


Further Information

For more information about the BI content documentation for SAP EHS Management, see 1.2.2 Further Useful Links and the information sources in the following table.

Topic Information Source

General Information

SAP Help Portal at http://help.sap.com under SAP ERP or SAP CRM Processes and Tools for Enterprise Applications (CA-EPT) → Embedded Analytics

Installation Information

SAP Service Marketplace at http://service.sap.com/bosap-instguides and SAP Help Portal at http://help.sap.com → SAP BusinessObjects (all products)

Configuration Information

SAP Solution Manager under Solutions/Applications → Basic Configuration → Embedded Analytics

SAP Solution Manager under Solutions/Applications → SAP EHS Management: Business Process Configuration → Scenarios → Asset Safety and Compliance → Keep the People Safe → Business Processes → Managing Incidents → Generate Analytical Reports.


http://service.sap.com/bosap-instguides


4 References

December 2010 33

4 References The following table lists all documents and sources mentioned in this Master Guide:

Documentation Where to Find

Guides and general information for SAP EHS Management available on SAP Service Marketplace

See 1.2.1 Planning Information

Documentation for SAP EHS Management that is available on SAP Help

See 1.2.2 Further Useful Links

SAP Notes that are important to the implementation of SAP EHS Management

See 1.3 Important SAP Notes

Generate Forms for Offline Recording See the Customizing activity Generate Forms for Offline Recording under SAP EHS Management → Incident Management → Print Forms and Interactive Forms

Specify Destination for Integration See Customizing activity Specify Destination for Integration under SAP EHS Management → Foundation for EHS Management → Integration

Configure Integration of Map See Customizing activity Configure Integration of Map under SAP EHS Management → Foundation for EHS Management → Locations

Installation information for SAP NetWeaver Business Warehouse / BI Content

See SAP Service Marketplace at http://service.sap.com/instguides → SAP NetWeaver → SAP NetWeaver BI Content

Installation information for Enterprise Search services (TREX)

See SAP Service Marketplace at http://service.sap.com/instguides → SAP NetWeaver → SAP NetWeaver Enterprise Search 7.0

Installation information for SAP NetWeaver (optional components)

See SAP Service Marketplace at http://service.sap.com/installNW70 →

Installation - SAP NetWeaver Systems.

SAPconnect information See SAP Help Portal (http://help.sap.com/) for SAP NetWeaver under SAP NetWeaver 7.0 (2004s) → SAP NetWeaver Library → Administrator’s Guide → Technical Operations Manual for SAP NetWeaver → Administration of SAP NetWeaver Systems → AS ABAP (Application Server for ABAP) → Administration → SAPconnect Communication Interface. Note that in SAPconnect Communication Interface under More Information, you can find general information about SAPconnect.



http://service.sap.com/installNW70


5 The Main SAP Documentation Types

34 December 2010

5 The Main SAP Documentation Types The following is an overview of the most important documentation types that you need in the various phases in the life cycle of an SAP solution.

Documentation types in the software life cycle

ImplementationImplementation

Master Guide

Configuration

DocumentationRelease Notes

Component

Installation Guide

Component

Upgrade Guide

Upgrade Master Guide

OperationOperation UpgradeUpgrade

Solution Management

Guide

Implementation Guide (IMG) Delta and Upgrade IMG

Security Guide

SAP Library

SAPterm

Cross-Phase Documentation

SAPterm

SAPterm is SAP’s terminology database. It contains SAP-specific vocabulary in over 30 languages, as well as many definitions and glossary entries in English and German.

Target group:

Relevant for all target groups

Current version:

Located in the SAP Help Portal at help.sap.com → Additional Information → Glossary

(direct Access) or Terminology (available as terminology CD)

In the SAP-System in transaction STERM

SAP Library

The SAP Library is a collection of function- and process-oriented documentation for SAP components. The SAP Library also contains the Business Scenario Descriptions.

Target group:

o Consultants

o System administrators


December 2010 35

o Project teams for implementations or upgrades

Current version:

o Located in the SAP Help Portal at help.sap.com

o Also located in the SAP Service Marketplace at service.sap.com/ibc (only the Business Scenario Descriptions)

Implementation Guide (IMG)

The Implementation Guide is a tool for configuring the SAP system to meet customer requirements. Its structure and documentation are component-oriented.

Target group:

o Solution consultants


Current version:

o In the SAP menu of the SAP system under Tools Customizing IMG

Security Guide

The Security Guide describes the settings for a medium security level and offers suggestions for raising security levels. A collective security guide is available for the SAP NetWeaver technologies like SAP Web Application Server (SAP Web AS). This document contains general guidelines and suggestions about system security. Other technologies and individual applications have a Security Guide of their own.

Target group:

o Technology consultants



Current version:

o Located in the SAP Service Marketplace at service.sap.com/securityguide

Implementation

Master Guide

The Master Guide is the starting point for implementing an SAP solution. It lists the required SAP components and third party applications that are required for each Business Scenario. It provides scenario-specific descriptions of preparation, execution, and follow-up of an implementation. It also offers references to other documents, such as Component Installation Guides and SAP Notes.

Target group:



o Project teams for implementations

Current version:

o Located in the SAP Service Marketplace at service.sap.com/instguides

Component Installation Guide


36 December 2010

The Component Installation Guide describes the technical implementation of an SAP component, taking into account the combinations of operating systems and databases. It does not describe any business-related configuration.

Target group:



Current version:


Configuration Documentation in SAP Solution Manager

SAP Solution Manager is a tool with various functions, one of its main functions being the configuration of SAP solutions and Business Scenarios. It contains IMG activities, transactions, and so on, as well as documentation. Instead of the configuration documentation in SAP Solution Manager, there may be separate Business Scenario Configuration Guides in the SAP Service Marketplace for earlier shipments of the Business Scenarios.

Target group:



Current version:

o In SAP Solution Manager

o Located in the SAP Service Marketplace at service.sap.com/ibc

Production Operation

Solution Operation Guide

The Solution Operation Guide is the starting point for operating an SAP solution. The guide refers users to the tools and documentation that are needed to carry out various tasks, such as monitoring, backup/restore, master data maintenance, transports, and tests. It also refers users to other documents, for example the SAP Library, the Master Guide, and the Component Management Guides.

Target group:





Current version:


Upgrade

Upgrade Master Guide

The Upgrade Master Guide is the starting point for upgrading the Business Scenarios of an SAP solution. It provides scenario-specific descriptions of preparation, execution, and follow-


December 2010 37

up of an upgrade. It also refers to other documents, such as the Component Upgrade Guides and SAP Notes. Instead of an Upgrade Master Guide, there may be several Business Scenario Upgrade Guides or a Solution Upgrade Guide for earlier shipments of the Business Scenarios of an SAP solution.

Target group:


o Project teams for upgrades

Current version:


Component Upgrade Guide

The Component Upgrade Guide describes the technical upgrade of an SAP component, taking into account the combinations of operating systems and databases. It does not describe any business-related configuration.

Target group:



Current version:


Release Notes

Release notes are documents that contain short descriptions of new features or changes in an SAP component since the previous release. Release notes about ABAP developments enable the SAP system to generate delta and upgrade IMGs.

Target group:

o Consultants


Current version:

o Located in the SAP Service Marketplace at service.sap.com/releasenotes

o In the SAP menu of the SAP system under Help Release information

Documents

EHSM SP01 Master Guide v1