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Author's profile photo NISHTHA KHANDELWAL

Features of Solution Manager 7.1 IT Service Management Tool – CATEGOTOOL

The document is about one of the tool of Solution Manager7.1 i.e. CATEGOTOOL. The tool is not only use to maintain or Export/Import Multilevel Categorization Schema but also user can create the schema in his local language using this tool. The Multilevel Categorization Schema can be accessed through WEBUI(Transaction SM_CRM). The document will describe about what can be done using this tool.


Multilevel categorization is used in Incident Management and Change Request Management which enables to individually design the categorization of business transactions(e.g Incidents) on up to 10 levels. It integrates functions such as auto completion, item determination based on categories and search for related problems, knowledge articles and change requests.

This categorization schema can be maintained manually as described below or uploaded using the import function of transaction CATEGOTOOL.

    The Transaction to open this tool is CATEGOTOOL


    The Processing options in transaction CATEGOTOOL are:

  1. Export Schema: The categorization schema can be exported using this option. Mention the schema ID and execute.The template is saved as a text file on your file share. You can export in multiple languages by defining the language range.


2.    Import Schema: You can import the new schema using this option.

     There are two options for importing a schema.

1) Import Schema In this method the new version of the categorization schema can be imported. For import select Import Schema.Give the path of your categorization schema and choose Import .The new version is imported as draft version.

        Note: Do not forget to release the new schema version.

2) Import Names and Descriptions – In this method the changes can be done to the existing active categorization schema.Perform the changes with a text editor and then select Import Names and Descriptions. In the next screen select the categorization schema and choose Import Names and Desc. Now the modification can be seen in your selected categorization schema in WEB UI.


        Apart from these features,there is one more feature that can be done using this tool.

We can also import same categorization schema in different languages. Schema defined in English won’t be visible when logged using German language. We can add as many translations of different languages as we want for the same schema.

This allows the user to see the schema in his local(logged in) language.


       Text is visible when user logged using English    Text is invisible when user logged using German.



  To overcome this follow these steps:

    1. Go to the transaction CATEGOTOOL.
    2. Export the schema. Save the text file.

    3. Change the language in the text file (e.g. English,EN to German,DE) mentioned below. And if you want the text to be appear in other language like in DE then convert only the text of the category to that language.Save it.



  4. Now import it using option Import Names and Descriptions in transaction CATEGOTOOL.

  5. Now the text will be visible and in that language for the same categorization schema in WEBUI in which the user logged in (DE). In this way the user can see the schema in his local language.


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      Author's profile photo VAIBHAV SRIVASTAVA

      Great work,,,very informative !!

      Author's profile photo Vessy Panayotova
      Vessy Panayotova

      There is much easier way to deal with the second language of categorization shema. Just log in on the WEB UI with selecting the new language, ex DE as in the example. Locate the schema same as in EN, open it for edit and edit directly there each category. It is easy as the technical name is the same and only the description needs to be added. For more precision you can open the EN version on other screen and keep working.


      more here: SAPexperts | Bilingual Incident and Change Request Management with SAP Solution Manager 7.1</title> …

      Author's profile photo NISHTHA KHANDELWAL
      Blog Post Author

      Hello Vessy,

      This also can be done but inspite of going on each category and edit the name better to go for CATEGOTOOL and change all the names together on notepad or excel.It will be more easier especially if you want it for more than one country.

      Author's profile photo John Garner
      John Garner

      This CATEGOTOOL works. But in our system, each category node is associated with subject code (combination of catalog, code group & code). When we export currently active schema, the subject code information is lost. Export file doesn't have this information.

      Upon importing such a file, all category nodes are without subject code information.

      Any idea how to get around this issue?

      Author's profile photo Rajesh Turlapati
      Rajesh Turlapati

      Hi John,


      We have got the same issue.  Lost the subject code information.  Can you please let me know how did you resolve this in your system?  The subject code field is not even editable, when I go into the imported draft version.  Don't know what to do.

      Please let me know how you got around this issue.


      Thank you,

      Author's profile photo Michael Sachs
      Michael Sachs

      There are two caveats when you create a new categorization schema by importing a text file:

      1. The file has to be be in "Unicode" Format - Windows Notepad will convert your file if you choose "Save as..." and select the "Unicode" coding
      2. At least the root node of the categorization schema should already exist, otherwise you will get a "no categorization schema found" error message

      Best regards,