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How to install and apply SAP Data Panel


Advanced Information:

it's a precondition to have installed the "SAP Data Panel" for Microsoft Word on the computers that you use to define templates at design time.

You have to download the SAP Data Panel from the SAP Service Marketplace at Start of the navigation path

--> Installations and Upgrades --> Browse our Download Catalog --> SAP Frontend Components --> SAP Data Panel for MS Word.

It's not required to install the SAP data panel on computers that only use the templates during runtime. In the Standard delivery, the system opens MS Word within a seperate browser window during runtime. However, if you want to use MS Word outside of a browser window (which is the normal case), enter parameter CRM_OI_EXTERN with parameter value "X" in transaction SU3. In these case, the system opens an empty browser window in the background thst you must not close while MS Word is open. When you close the MS Word, the system automatically closes the empty browser window.

1. Installation

1. Check if the SAP Data Panel is already installed on your machine. To do this go to Control Panel -> Programs and Features -> Look for an entry ‘SAP Data Panel’. If you have this entry follow the next step, else go to Step 3.

2. To uninstall already existing SAP Data Panel -> Right click on this entry and select ‘Uninstall’.

3. To install the SAP Data Panel Add-in. Unzip the file. Install the SAP Data Panel by double-clicking the Setup.exe

4. After this step proceed to finish the installation. At the end you will get a message that the installation is successful.

5. You should now see the SAP Data Panel entry under Control Panel -> Programs and Features.

2. Using SAP Data Panel to create templates

1. Create a new template, fill-in the details, provide a web service name, click on ‘Start Designer’ button.

2. You might get some security messages asking for certificates. Unless you confirm these messages/choose a valid certificate MS Word document will not open up.

3. A blank MS Word document will be opened up. There will a ‘SAP’ tab on the top menu and there will also be a task pane titled – ‘SAP Data Structure’. There will be tree structure under this task pane containing the variables available to be used in the template. You can select the variable you want to include in the template using the check box to the left of the variable (example shown for BPNumber).

4. Make sure the cursor is at the position in the document where you want the variable to be displayed. Once you have marked this variable, left-click and drag this variable onto the document.

5. This will create a ‘Content Control’ inside the document which acts as a placeholder for the variable value. Here is an example with the BPNumbervariable. After this just click outside this box-highlighted box i.e the content control and you can continue editing the document.

6. To insert the table variables mark the table variable node (example – addresses). All the direct sub/children variables will be marked except any nested tables. To mark the nested table, you will have explicitly go to the check box to the left of this nested table and mark it (example – email addresses). This will automatically mark all the direct children variables.

7. You can select a sub-set of these sub/children variables to be included in the document. To do this you can unselect the nodes which you do not want by clicking on the check boxes which is already marked. See the example below.

8. Once you are done selecting the sub-nodes of the table variable, make sure the cursor is on a new line before you drag-n-drop the table variable. You can have a table variable only on a new line.

9. Go back to the SAP Data Structure task pane, highlight the main table node (example Addresses) drag-n-drop this variable onto the document. This will create a table structure for you.

10. If you have marked the “Header” node of the table variable, you will see the first row of the table empty and has a content control called “Header” around it. This row will be used for Column titles.

11. Add the Column titles if you need.

12. You can continue editing or formatting the text. Once you are done with the changes, click on the ‘SAVE’ icon of MS Word to save the changes.

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