How to Edit the Categorization Schema to include Newly Created Custom Transaction types
SAP strongly suggests to copy the default Transaction Types for ITSM and ChaRM to the Customer namespace (Z* or Y*) before customization begins. These steps are done via the Guided Procedure for ChaRM, as is the creation of the Categorization Schema for the S* Ttypes.
In order to enable categorization for Customer namespace Incidents, Requests for Change, and the Change Documents, you must copy the SAP_SOLUTION_MANAGER_TEMPLATE Cat schema to the Customer Z Namespace and include the Z* Transaction Types.
Pre Steps:
2. To Enable Table Keys in Drop Down:
Configuration:
From WebUI:
2. Search for SAP_SOLUTION_MANAGER_TEMPLATE
3. Change the Schema ID and Name to Z Namespace and Save
4. Put the Schema in Edit Mode:
(If editing a currently active version of a schema, First
Create a New Version of the Schema
5. From General Data Assignment Block Choose Drop Down Status on Right, choose Draft.
** Be sure to edit the Valid From Date , Default value is 24 hours in the future **
6. From Application Area Table on Right, Choose New
7. From General Assignment Block:
8. Save the Schema
Finished:
Go Back to Search for Categorization Schemas:
Once Valid To Date is reached, the Status of schema will change to Active
Exit UI
To Test, Create a New Change Doc and verify the Categories are enabled:
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