Desktop Guidance for SAP

Brief Overview

Architecture

In addition to WalkMe out-of-the-box capabilities, Desktop Guidance for SAP provides Element Capturing capabilities and features and supports:

• Contextual guidance
• On-Screen Element based rule
• SmartTips (and Smart Tip Validation Logic)
• Launchers

SAP Resources Widget

The SAP Resources widget on the WalkMe Menu for Desktop Electron homepage allows SAP users to quickly access relevant SAP content.

The SAP resources widget will automatically appear on WalkMe Menu for Desktop if the following three conditions are met:

1. The user has SAP GUI on their desktop
2. There is a tab in the WalkMe Menu Organizer called SAP
3. There is at least one item under the SAP collection in the Menu Organizer

Click Show All at the bottom of the widget to expand the widget and see all available SAP resources.

Technical Notes 

General

• Supports SAP GUI 770 / 800 / Desktop GUI for S/4Hana, ECC backend, and SAP Business Client
• Multiple SAP GUI screens supported
  • To enable multi windows support please contact your CSM

• APO (Advanced Planner and Optimizer) module is not supported

• After changing the scale to 100%, it is necessary to restart all instances of the SAP application

• Guidance is restricted to a single tab at a time

  • Support is currently limited to SAP GUI tabs

• • Transitioning guidance across multiple tabs is not supported

Advanced Settings

Starting for menu versions 1.43.1/4.0.3, for customers that would like to give end-users full control over the WalkMe Menu SAP guidance, you need to update the local ws_settings.json file with advanced settings.

This file can be distributed to a select group of users chosen by your IT team. Those with these settings will find an additional SAP Desktop Guidance section in their menu Preferences page.

• The new section allows management of Enable scripting and Show native Microsoft Windows dialogs through either the WalkMe Menu or SAP GUI/BC

• These advanced setting are mainly useful for users running SAP RPA

• ws_settings.json file:

"extensionsSettings":{"extensions": [{"ApplicationType": "Sap","Enabled": true,"Settings":{"SuperUser": true}}]}

Limitations

Smart Walk-Thrus

• Automation is not supported

SmartTips

• At this time no Z-index exists with deep integration so just be aware that SmartTips will bleed through balloons!
• Use SmartTips sparingly, OSE or multiple OSE rules will typically be your ST Set rules - too many of these can cause a performance impact

Widget

• Attaching the widget to the edge of the screen at least means the widget is available/visible no matter how many SAP windows they have open
• If using edge of screen placement, consider adding a rule to make the widget appear only when SAP is an active window - by doing this the widget disappears when users are working outside of SAP which avoids the widget from covering scrollbars on other applications

ShoutOuts

• Overlay color is not supported. An overlay is not visible, but it does block access

Element Capturing - General

• Capturing must be done on the main monitor

Element Selection

• Element selection works most of the time but you are likely to find areas where it does not find what you're looking for, in these cases try to attach to the nearest element and manually adjust location
• A common area where element selection does not work is table headers, in this cases select the cell just below the table header and manually adjust the balloon location

Another area that can't be captured is the Selection Criteria in transaction ZVA05:

SAP Popup UI Changes When Scripting is Enabled

• When scripting is enabled the fonts in popups might change and the buttons will move from the top of the popup to the bottom and some buttons might be excluded

SAP Easy Access Tree 

• The capturing will use the text of the shortcut in order to recognize the location (Any change to the text by the user will make the step to not appear)

Business Workplace Screen - Not Supported 

This is an Embedded HTML.
Embedded HTML currently is not supported.

DPI Changes is Supported with limitations

• A manual offset of WM components is not be supported across different DPI.
• Setting manual offset while capturing with a specific DPI will only work on that DPI

Screenshot Balloon Shift

• Balloons Screenshot may appear shifted when capturing with Text size different than 100%

SmartTips Might Be Hidden By Top Menu Bar (Or Other Window Edges)

When creating SmartTips to display on the top buttons pane and beneath the top menu bar, we should position the SmartTip below the bar, not above it.
This is because the main top bar might overlay most of the SmartTip.

This is apply to all of the windows edges, please validate this after content creation.