Fiori Automation Done Right: NEW Automate Studio Updates
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The document outlines the features and updates of Automate Studio for Fiori Automation version 24.1, including new modules, best practices, and the integration of SAP Fiori apps for improved data automation. It discusses the differences between Fiori and traditional transaction automation, the challenges faced by users, and provides resources for further learning and support. Key points include supporting higher efficiency in transactional tasks and the importance of understanding the underlying architecture for successful automation.
Fiori Automation Done Right: NEW Automate Studio Updates
- 1. Automate Studio for Fiori Automation v24.1 Sigrid Kok | Principal SE | Precisely Streamlining data upload tasks across SAP ERP interfaces: SAP GUI, Fiori & GUI for HTML
- 2. Agenda 2 • Updated joint ASUG research on SAP GUI & Fiori usage • What is in version 24.1 • Fiori basics • Demonstrations of Fiori Automation • Manage Business Partner • Post Journal Entry • Differences between Transaction & Fiori Automation • Best practices for automating (aka “taming the Beast”) Manage Business Partner • Fiori Automation Architecture • Wrap-up with Resources
- 3. State of SAP Automation Research 2023 vs 2024 conducted with 4 No plans to use Fiori, we will continue to use SAP GUI. Not yet, but we are planning to use Fiori in the future. Yes, we are using Fiori apps for some use cases or LOBs, but still using SAP GUI. Yes, we moved entirely to web based UIs and primarily use Fiori apps. 0% 10% 20% 30% 40% 50% 60% 70% 2% 28% 57% 13% 5% 28% 58% 9% 2024 2023 Precisely/ASUG 2023 vs 2024 Survey
- 4. What’s new in Automate Studio 24.1? • New modules: • Fiori Automation • SAP GUI for HTML (covered in another webinar) • • New modules support SAP clean-core strategies 24.1 Studio License Types Transaction Direct Query Fiori Automation GUI for HTML Additional Cost Studio Runner Y Y Y Y Y N Studio Developer Y Y Y N Y N NEW: Studio Developer Pro Y Y Y Y Y Y Precisely CONFIDENTIAL AND PROPRIETARY
- 5. SAP Fiori Apps 7 Fiori Apps provide a simplified, modern web-based interface Fiori App types • Transactional – Perform data input/maintenance tasks, ex: create sales order, PO, journal entry and master data, like BP or products • Factsheet - Display contextual information and key facts about objects, often allows drilldown • Analytical – Role-based insights into real-time operations via charts/graphs Studio for Fiori Automation 24.1 automates Transactional SAPUI5 Fiori apps Transactional Factsheet Analytical Precisely CONFIDENTIAL AND PROPRIETARY
- 6. SAP Fiori Access 8 Fiori Launchpad* • Customizable grouping of Apps • Apps can be: • Fiori SAPUI5 Apps – standard or custom or • Legacy technology Apps like GUI for HTML • Role-based access/views of Apps • Users can: • Customize the theme • Customize options in Apps/App groups, as allowed *Also supports Fiori Spaces & Pages Precisely CONFIDENTIAL AND PROPRIETARY
- 7. SAP Fiori Apps Library 9 As of July 2024 (approximately) 10,741 GUI for HTML apps 2,200 Transactional Fiori SAP UI5 apps Precisely CONFIDENTIAL AND PROPRIETARY
- 8. How to search for Fiori apps 10 • Go to the SAP Fiori app library: • https://fioriappslibrary.hana.ondemand.com/ • Filter: • All apps for S/4HANA • Click filter • Choose • Product Suite: S/4HANA (if not already entered) • Application type: SAP Fiori – Transactional • Then click by Product Version • Select your S4 version: SAP Fiori for S/4HANA #### • Example: SAP Fiori for SAP S/4HANA 2023 • Then search for an app by entering text: • Example: “business partner” • Filters from 2,210 Fiori Apps to 59 Apps • Click on “Manage Business Partner Master Data” • See description • Application Type: Transactional (SAP Fiori elements) • App ID: F3163
- 9. How to check your App type 11 • Open your Fiori app - then click on your picture/initials on the top right corner - then click About • You will see the app information – notice the Framework ID – UI5 = Fiori or GUI = GUI for HTML • If you click to open an app & it opens a new tab in the browser, it is usually not a “proper” Fiori UI5 app Fiori GUI for HTML
- 10. Customer challenges with SAP Fiori Apps • Unchanged from SAP GUI – ECC or S4 • Manual data entry • Slow • Complex processes – lots of clicks/navigation • Error-prone • Certain SAP processes are only available as Fiori apps in SAP S/4HANA • Commodity Codes • House Banks • Fiori Launchpad/Spaces can mask the true nature of the app • UI5 Fiori App (supported) • WebDynpro Fiori App (not supported) • SAP GUI for HTML App (supported) Precisely CONFIDENTIAL AND PROPRIETARY
- 11. SAP Fiori App Automation - New Modules 13 Use Fiori App automation for: • Repetitive tasks • Higher volume • Complexity – Many steps • Find object, open, edit, click tab, scroll down, drill down, etc. • Meet the needs of business teams • Efficiency, accuracy, consistency, and performance • No surface automation – determines API call(s) for you • Provide true citizen development of SAP automations Precisely CONFIDENTIAL AND PROPRIETARY
- 12. Demonstrations
- 13. Fiori Automation BP Company Update Record Manage Business Partner Master Data Fiori App • Find Partner • Open, Edit and go to Company Role • Choose Company, edit values & save • Map to Excel • Test • Add lookup values for easy data entry 15 Precisely CONFIDENTIAL AND PROPRIETARY
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- 15. Fiori Automation BP Company Update Benefits • Fast and easy updates via Fiori • Validate and Post • Easy data entry with live lookups • Automate via Fiori option supports: • Clean core • Automation done via underlying API calls • Similar to Transaction for fast ramp up time 18 Precisely CONFIDENTIAL AND PROPRIETARY Precisely CONFIDENTIAL AND PROPRIETARY
- 16. Fiori Automation Post Journal Entry Record the Fiori Post Journal Entry App • Enter header information • Enter at least 2 line items to post a balanced document • Include line item details, as needed, like text or COPA fields • Click insert or new to establish entering many line items • Optionally visit the attachments page if you want to attach supporting documents 19 Precisely CONFIDENTIAL AND PROPRIETARY
- 17. Things to Consider SAP UI5 Draft-based • It only works with Fiori apps developed in SAP UI5 • Must be draft-based, transactional Fiori apps S/4HANA Compatibility • Fiori automation with Automate Studio is only available for SAP S/4HANA apps • Not available for Fiori apps developed for ECC • Fiori automation tested with recent versions of SAP S/4HANA • Tested with a subset of available SAP apps • Not every app is guaranteed to work flawlessly 20 Precisely CONFIDENTIAL AND PROPRIETARY • Automate Studio for Fiori Automation has dependencies and limitations you should be aware of • It uses web-based technology that isn't as fast as the RFC calls with Transaction/Direct with the Automate Function Module
- 18. Studio for Fiori Automation is all new Partial list of the apps successfully tested in the Studio for Fiori Automation Beta program: • Manage Product Master Data • Manage Business Partner • Manage Cost Center • Post General Journal Entry • Manage Journal Entries • Bill of Material • Good Receipt for PO • Manage Commodity Codes • Manage Profit Center • Manage Rule Mining for Products • Manage Bank • Manage GL Account Master Data • Manage Prices - Sales • Post Currency Adjustments • Create Purchase Requisition Precisely CONFIDENTIAL AND PROPRIETARY
- 19. Studio for Fiori Automation is all new Partial list of the apps successfully tested in the Studio for Fiori Automation Beta program: Manage Product Master Data Manage Business Partner Manage Cost Center Post General Journal Entry Manage Journal Entries Bill of Material Good Receipt for PO Manage Commodity Codes Manage Profit Center Manage Rule Mining for Products Manage Bank Manage GL Account Master Data Manage Prices - Sales Post Currency Adjustments Create Purchase Requisition Precisely CONFIDENTIAL AND PROPRIETARY
- 20. Fiori Automation differences vs Transaction 23 • No need for the Automate Function Module • No need to install/upgrade the SAP GUI client • You may use lookups to fill in data while recording – it will not adversely affect the automation • Data validation: • Validation capabilities are Fiori app specific, i.e. it must be built into the Fiori app underlying services for an entity vs Transaction enabled through the AFM • Validations for Fiori done via the underlying APIs, no validation built into the Fiori UI is used in script execution • No validation of line items, instead done at the document level, like a Transaction Simulate or Direct validation run • Enabling fields not captured in recording step not available in 24.1 • Download data not available in 24.1 • Messages may be different from Transaction • Case may matter, much like in Direct, i.e. Payment terms “nt30” may need to be “NT30” – you can use Excel formulas to transform to uppercase, as needed Precisely CONFIDENTIAL AND PROPRIETARY
- 21. Fiori Automation differences vs Transaction 24 • Some underlying Fiori App services need an object id as input – examples: • Resource ID in Maintain Resources • BOM ID and Item ID in Maintain Bill of Materials • Address ID in BP General Address Update in Manage Business Partner Lookups or Query can be used to retrieve these IDs • OData APIs are not as fast as Transaction or Direct via RFC calls with the Automate Function Module, however it is faster than RPA tools that use surface automation, and much more stable/reliable • Transactions in the SAP GUI were mostly static, whereas Fiori Apps may change between releases and new Fiori UI5 Apps may become available, so testing is recommended • If you make a mistake during the recording, generating an error message in the Fiori app, we recommend re-recording • With draft-based apps, your object may be in a “draft” state if you do not Save or Discard Draft in an app. These drafts are user-specific. Running scripts against an object in a draft state may result in errors. • When recording an update, you must change the field value to capture it. Precisely CONFIDENTIAL AND PROPRIETARY
- 22. Best Practice for recording Manage Business Partner Create 25 Tips for BP Create 1. create general data 2. create (add) roles – record creating roles, recording captures one role, but you can use a loop to add multiple roles 3. create (add) role data – you may combine creating company data and purchasing or sales data, for example, as long as the role(s) already exist • You may see a message like this if you are creating General data and then try to add roles – it requires a save in between: • We do not support multiple save points in one script, so these need to be separate scripts that can be chained • Now you know why I still call Business Partner “the Beast” Notes: • This is not an issue for Product create • There may be other instances of complex objects that need to be automated in “chunks” in other Fiori apps Precisely CONFIDENTIAL AND PROPRIETARY
- 23. Studio for Fiori Automation Architecture 26 BUSINESS AUTHORS BUSINESS USERS TECHNICAL ARCHITECTURE CLIENT SAP S/4HANA SAP Fiori Front End Server ODATA APIs ODATA APIs ODATA Services Business Logic Secure HTTP Network SAP Fiori Apps Studio Legend: HTTPSa ODATA HTTPS Precisely CONFIDENTIAL AND PROPRIETARY
- 24. Wrap-up
- 25. Best SAP data automation for business users on the market • Record, Map, Run user experience for fast automation creation & ramp up time • Ease of Studio runner experience regardless of script type • Studio Administrator or Studio Manager/Evolve control of user entitlements • True citizen development • Automation for the future 28 Precisely CONFIDENTIAL AND PROPRIETARY
- 26. Benefits of Automate Studio 29 • Automate data entry tasks task via multiple SAP interfaces: • SAP GUI • Fiori UI5 apps • GUI for HTML • Data Validation in Excel supported for all 3 options – for Fiori, where enabled in an app • Choose the best method(s) for your SAP automation environments & needs: • Transaction • Direct • Query • Fiori • GUI for HTML • SAP Environments supported: • SAP ECC – however no support for Fiori Apps for ECC • SAP S/4HANA On-Prem & Private Cloud Edition – more recent versions tested for Fiori Automation • RISE with SAP S/4HANA Cloud (Private Cloud only) – only limited testing done to date with Public Cloud Precisely CONFIDENTIAL AND PROPRIETARY
- 27. Resources 30 • Documentation for Fiori Automation in Studio 24.1: • Studio Fiori Automation with Studio Administrator (not available in prior releases with a Connect license) • Studio Fiori Automation with Studio Manager or Evolve • Fiori Automation examples with Step-by-Step guides – already started – more coming soon • Posted in the SAP Module Templates online community • Please join our communities at: https://community.precisely.com • Automate for Q&A and sharing tips & tricks, with Automate Studio Tip of the Week postings • Automate Product Announcements for product announcements – subscribe option to keep up-to-date • SAP Module Templates – example data automations (aka scripts) & templates • Training – online training planned for Q4 on PreciselyU: https://preciselyu.precisely.com • SAP Fiori App Library: https://fioriappslibrary.hana.ondemand.com/
- 28. Thank You
- 29. Register now! precisely.com/automate2024 VIRTUAL EVENT | AUGUST 28 Automate 2024 JOIN 1 OR ALL 3 TRACKS: • Automation, Data Integrity & Digital Transformation • Better Business with Precisely Automate • The Future of Automation
Editor's Notes
- #9: There are currently around 16500 apps in the Fiori Apps library. The majority are GUI for HTML apps (almost 11000). And there are ca 1200 transactional SAPUI5 Fiori apps. So, these two types make up 12000 out of 16500 apps. The other apps are either legacy technology like WebDynpro or analytical apps. These 1232 transactional SAPUI5 Fiori apps can have new functionality and behave differently than classic tcodes and of course, it was not possible for us to test our new solution against all of those new Fiori apps. Consequently, there will be some learning experiences for some of these apps both from a technical perspective as well as a functional perspective, for example to identify the right steps to record an automation. As you adopt and test new Fiori apps, we appreciate and welcome any feedback you have which will help us improve Fiori automation in Studio.
- #15: Note to sales:
- #17: Updated to v24 - Business Partner Here is how the new products fit into our landscape. Desktop Studio, Studio Manager (Server based) , and Evolve (Server based). Studio Manager contains all the features of Studio desktop. Evolve has all the features of Studio Desktop and Studio Manager.
- #18: Note to sales:
- #19: Note to sales:
- #23: If you make a mistake in a Fiori recording that generates an SAP error message, we recommend re-recording in the initial release
- #24: If you make a mistake in a Fiori recording that generates an SAP error message, we recommend re-recording in the initial release
- #26: On browser, user works on HTML UI provided by Fiori Apps. Fiori apps use OData Services. The user working on browser is interacting directly with Fiori apps and indirectly with OData services. During recording, Studio Designer records OData calls generated from browser while user is working on an Fiori app. Algorithm finds out the calls needed to produce the same output without involving HTML UI. Studio Runner works on excel and Studio generates OData traffic based on data provided on Excel. What’s in the script – the OData API calls
- #28: Note to sales: Edit this slide to tee up your demo. You can also come back to it and the end of the demo to recap on what you’ve showed.
- #29: Automate any SAP task across the modern SAP interfaces: SAP GUI 8, SAPUI5 Draft-based Fiori apps, SAP GUI for HTML
- #37: On browser, user works on HTML UI provided by GUI For HTML apps or Easy Access Menu These apps use REST APIs provided by SAP ITS. The user working on browser is interacting directly with apps and indirectly with REST services. During recording, Studio Designer records REST calls generated from browser while user is working on an app. Algorithm finds out the calls needed to produce the same output without involving HTML UI. Studio Runner works on excel and Studio generates REST traffic based on data provided on Excel.