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Summary-

When we start configuring Nakisa for very first time, we often wonder how difficult it is to configure Nakisa 4.0 Org chart !!!

This article helps you to configure Org chart for Nakisa 4.0 with in 2-3 hrs.

P.S. – We are using SAP LIVE build. We are using complete standard options provided by NAKISA, no customization is done.

Purpose-


This document provides the information on the configuration done in implementing NAKISA org chart.


Preparation-


In order to proceed with the implementation NAKISA version 4.0 should be installed in system.


Prerequisites-

  • Nakisa should be installed properly. All the related packages should be transported into system. 
  • All evaluation paths for Nakisa should be available in the system, you can check for evaluation paths starting from ZNAK… Via transaction code OOAW.
  • One service user id should be there for creating connection string with back end SAP system.


Configuration Steps :


1   Connection String Mapping-


Use –

Connection string needs to be mapped to create connection with back end SAP system.  One service user would be required to make connection string.


Go to Data Center –>

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Click on Data connections.

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Choose SAP Connection and click on Configure.

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Give Connection String in format as below and test connection, It should be SUCCESSFUL.

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The following is an example connection string:

ASHOST=SAPSERVER SYSNR=0 CLIENT=800 USER=user PASSWD=password

This string has the following attributes:

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The ASHOST, SYSNR, and CLIENT attributes connect to the SAP server. Use these attributes for

Single Sign-On (SSO) authentication. The connection is established using the credentials entered in the log-in form or SSO ticket.

The USER and PASSWD attributes contain the user credentials retrieved by the log-in form or SAP portal.

2   Security Settings –

Use

This configuration is used to set up authentication and role mapping settings with SAP system.


            Go to Security Settings ->

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             Select Authentication Mechanism.

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          Go to AUTHENTICATION SETTINGS, Provide details in authentication source the system details which we will be using.

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          GO to ROLE MAPPING and define the connection string.  Always test connection after providing the connection string.

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          Make sure SAP user id used for role mapping must be having all the roles mentioned in SAP configuration admin guide for org chart. Most of the errors

          we encounter for Nakisa are because of authorization only.

          We can map role created by basis team at R/3 end to map with Nakisa roles :

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         all the sap user id assigned role Z_NAKISA_EXECUTIVE will be having role_executive automatically. we can do same for all the roles.

         Click on Define Roles->  EDIT ROLE->  we need to set one role as Default role so that even if don’t map any role, user should be able to view data                    as per default role set.

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3   Org Chart Configuration –

    

Use

This configuration is used to set up Organization structure and position hierarchy details and views.


            Go to Org Chart-> select Org Unit hierarchy.

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              Set up connection string and test connection.

              

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              Go to GENERAL FIELDS –> Set Org chart root value source and User Record field as below.

                 

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               If you wish to display org chart from a static organization unit always then we can need to select root vale OTGUNIT ID and                                                      need to specify  organization unit id.     


   Click next. In views, if views are not already checked, please enable views.

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Submit the changes.

Click on position hierarchy. Connection string will be already copied from org unit hierarchy. If not kindly maintain connection string and test connection.

Set up connection string. Go to GENERAL SETTINGS-> Set Page limit to 100 at maximum level. By default it is only at 25. Hence for org units which have more than 25 positions, it will show incomplete data.

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Position Hierarchy Configuration –

Go to Position hierarchy and setup connection sting.

Go to GENERAL SETTINGS-> Set Org chart root value source and User Record field as below.

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Click finish and submit the changes.

Listing Configuration –

   

Use

This configuration is used to setup employee listing, position listing and org unit listings.


Go to Listing->


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Select Employee Listing.

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Go to GENERAL SETTINGS and set export limit to 1000 records. By default this limit is only 100.


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Same exercise needs to be repeated for Position listing and org unit listing as well.

Finish the changes and click submit.



Org Chart and Chart Book Template configuration-


   

Use

This configuration is used to setup Template different features such as Company logo, header and footer etc.


Org Chart Templates-


Login in to Nakisa user interface.

            Go to Actions and click on “Export to PDF”->

             

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Template designer window will open automatically as below:

Go to Header/Footer

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          Choose the company logo to be appeared on downloaded documents.


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         Click on Templates (right side) and Save Template on your local machine.


         /wp-content/uploads/2013/12/33_348076.jpg


Once template is saved, close the window and go back to admin console.

Choose option “Upload Content” as below:

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Upload the saved template on local machine.  After uploading you will be redirected to admin console initial screen.

Log in again and go to application wide Settings->Print/Export Preferences

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Go to Flash Print/Export templates and choose uploaded template as default template.

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Save and submit the changes.

Chart Book Template-

Login in to Nakisa user interface.

            Go to Actions-> Generate chart book

         

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            Template designer window will open automatically as below:

            In General, Change number of level to 3 so that chart book can be downloaded with maximum level down hierarchy.

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               If you wish you can increase the level of hierarchy-

                       In your build’s .delta\SettingsResources directory create a text file called CB_Levels.txt.

                            In the file you can create a comma separated list of options (denoted by colons).  For example to have levels 1, 2, 3 and 5 you would have                                                   the following single line of content.

                                     :1,:2,:3,:5

                          There is also an option for all levels  .  :All

         In Cover Page section, Change Sub title with organization name.

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       Go to Header/Footer Section and choose company logo to be displayed on downloaded chart book.

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          Change organization name in footer text window.Go to Templates (right side) and save template on local machine (Same as mentioned as Chart                         book template).

         

          Template will be saved on local machine. Once template is saved, close the window and go back to admin console. 

          Choose option “Upload Content” ..Upload the saved template on local machine. 

          After uploading you will be redirected to admin console initial screen.

         

          Log in again and go to application wide Settings-> Print/Export Preferences

            Go to Chart book and provide uploaded chart book template as default template

         Save and submit the changes.

      

         Publish the Build.  Nakisa configuration is complete now.

        

          

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10 Comments

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  1. Jaco Nel

    Hi Ishaan

    Thank you for the Guide – We have followed your instructions and all went well. But when we got to point 4 of the guide – we are lost. How do we access the user interface

    Could you please assist as I’m new to this.

    Org Chart and Chart Book Template configuration-

     

    Use

    This configuration is used to setup Template different features such as Company logo, header and footer etc.


    Org Chart Templates-


    Login in to Nakisa user interface

    Regards

    Jaco Nel

    (0) 
    1. Stephen Millard

      Jaco.

      Ishaan’s instructions assume configuration for single sign on with logon tickets.  So first of all login to your Portal system that you have for the SAP system you are authenticating against.

      If you have set-up the iView for OrgChart in the Portal simply navigate to that iView and you will be automatically logged in.

      If you don’t have an iView, open a new browser tab, and enter the AdminConsole URL but replace manager.jsp at the end with default.jsp.  This will then log you in using the tickets from the portal.

      If you do not have a portal, change your authentication method to login screen, work through the steps and publish the build.  Then navigate to the default.jsp URL described above and enter suitable SAP credentials to login.  Anonymous access I believe would not give you ChartBook access regardless of the default role.

      In all cases ensure you have published your OrgChart configuration build.

      Regards,

      Stephen.

      (0) 
    2. ishaan Gread Post author

      Hey Jaco,

      sorry for late reply.

      I hope your problem is solved with Stephen’s reply . 🙂

      Accessing user interface means, Once basic configuration is complete, you can publish the build and then its ready to user for portal users.

      So you need to log in as portal user (preferably with HR or manager because of authorization) and then export the template.

      Thank you.

      (0) 
      1. Jaco Nel

        Hi Ishaan / Stephen

        We have done the above and all is working. The issue we are facing now is authorisation for the Service User ID for the connection string to backend SAP.

        If we do not assign SAP ALL/SAP NEW, it does not display the structures.

        Please could you provide us with the correct authorisation profiles for the Service user and a normal ESS user.

        Your assistance is appreciated.

        Regards

        Jaco Nel / Louis de Kock

        (0) 
        1. Stephen Millard

          Jaco. Please consider asking questions such as this on the discussion area – it is exactly what it is for. But auths are described in detail in one of the first sections in each apps admin guide.

          (0) 
        2. Stephen Burr

          Have you seen the section “Authorization Objects” in the OrgChart Admin guide documentation?

          For 4.3, the PDF is called “OrgChart_VSN43_Admin_En.pdf” and the section I refer to is 3.3 on page 12.

          Stephen

          (0) 
  2. Pradyp Parakala

    Thanks for Sharing,

    Does this configuration remains same for all the versions?? Currently we hold Nakisa 4.3 version & we are due in configuring it in Production system. will sometime bother you with my questions if required.

    Cheers 😉

    Pradyp

    (0) 
    1. Ahmed S

      Dear all,

      I have installed 4.3 SP1 (Addon+Transport + sca files), i just following the above configuration steps for OrgChart, but  i am unable to view Organization Structure view in default.jsp.  stuck up here in step 4, Org Chart and Chart Book Template configuration.

      Need your help and input for the same.

      thanks

      A Sharif.

      (0) 
    2. Stephen Millard

      Pradyp.

      Broadly speaking the configuration remains the same for all recent versions – go back far enough and it all changes though.

      Please direct questions not relating directly to the document to the discussion area as this is precisely what the area is for.

      A Sharif – I can see you have now also posted something to the discussion area.

      By directing questions to the discussion area, Ishaan will still see the question and it also opens up the discovery of the question, increasing the range of contribution and therefore resolution.  The more information that can be provided and the more specific the question (rather than “I need help with my installation”) the more likely you are to get relevant support and the easier it will be for someone else who has the same issue at some point in the future to find your discussion (and hopefully resolution).

      Regards,

      Stephen.

      (0) 

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