TRANSACTION Advanced Guide - Winshuttle

TRANSACTION Advanced Guide

Version 10.2

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Contents

TRANSACTION Advanced Guide

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New features in TRANSACTION version 10.2.................................................................................... 11

TRANSACTION Assistance

13

Winshuttle Customer Support............................................................................................................. 13 Finding out which build you are using ............................................................................................. 13 Contacting Customer Support .......................................................................................................... 14 Winshuttle Community ........................................................................................................................ 14 Using the Customer Center ................................................................................................................ 14

Setting up for use

15

Auto update.......................................................................................................................................... 15

Auto logon ............................................................................................................................................. 16 Auto logon details .......................................................................................................................... 16

Application defaults ............................................................................................................................ 18 Path defaults.................................................................................................................................... 18 Microsoft Excel defaults ................................................................................................................. 18 Data read preferences.................................................................................................................. 18 Usage defaults................................................................................................................................. 19

SAP defaults........................................................................................................................................... 19

Error management and trace files ................................................................................................... 21 Default indicators for errors in messages.................................................................................... 21 Trace.................................................................................................................................................. 21

E-mail settings........................................................................................................................................ 22 Attachments .................................................................................................................................... 22

Restore defaults .................................................................................................................................... 23

Enable GUI scripting............................................................................................................................. 24

Enabling Scripting on the Server Side............................................................................................... 24

Method 1................................................................................................................................................ 24

Method 2................................................................................................................................................ 24

Enabling Scripting in your SAP client GUI......................................................................................... 24

SAP GUI 720 ........................................................................................................................................... 25

Unicode implementation for TRANSACTION scripts....................................................................... 27

Production Server Warning (Prod. Svr. Warning)............................................................................ 29

Preparing to record and recording SAP transactions

31

Using SSO and EP logon ...................................................................................................................... 31 Locating 64-bit SSO libraries on the computer ............................................................................... 31

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Winshuttle TRANSACTION Advanced User Guide

EP Logon ................................................................................................................................................ 32 Using EP logon ................................................................................................................................. 32

Production versus non-production servers ...................................................................................... 33

Recording modes................................................................................................................................. 33 Batch Input Mode........................................................................................................................... 34 Non-Batch Input Mode.................................................................................................................. 35 GUI Scripting..................................................................................................................................... 35

Properties ............................................................................................................................................... 35 Using templates in TRANSACTION ..................................................................................................... 37

Recording long text ............................................................................................................................. 38 Backing up data and files in Winshuttle........................................................................................... 39

Backing up the recording................................................................................................................... 39 Backing up SAP data........................................................................................................................... 39

Preserving log files before uninstalling TRANSACTION................................................................... 39

Advanced mapping

41

Editing in the Mapper .......................................................................................................................... 41

Data sources ......................................................................................................................................... 41 Mapping ........................................................................................................................................... 41

Cell-based mapping and column-based mapping ..................................................................... 42

Filtering mapper setting ...................................................................................................................... 43

Advanced looping capability ........................................................................................................... 44 Handling multiline transactions .................................................................................................... 44

Do...While Loop..................................................................................................................................... 45 Mapping nested loops................................................................................................................... 46

Preparing your workbook for indented data.................................................................................. 46 Loop data for column-based mapping..................................................................................... 46 Easily check loops ........................................................................................................................... 48 Copying and cutting rows with loops and conditions ............................................................ 48

Loop data on multiple sheets ............................................................................................................ 48 Invalid mapping .............................................................................................................................. 48 New sheets and single sheet mapping ...................................................................................... 49

Loops and changing from cell-based mapping to column-based mapping......................... 49

Using the Do...While Loop Feature with Access ............................................................................. 49

Using Multiple and Nested Loops ...................................................................................................... 51

Limiting input fields ............................................................................................................................... 53

Mapping Google spreadsheets ........................................................................................................ 54

Setting conditions................................................................................................................................. 55 Adding Conditional Run statements........................................................................................... 55 Adding notes ................................................................................................................................... 57

Validating data .................................................................................................................................... 58 Validation on loops ........................................................................................................................ 59

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Validating for cell-based mapping............................................................................................. 59 Validating linked scripts ................................................................................................................. 59 Validate in the Run pane .............................................................................................................. 59 Validate by list....................................................................................................................................... 60

Compensating for missing SAP screens and fields ........................................................................ 60 Skip Transaction if Empty ............................................................................................................... 62

Undo and Undo All............................................................................................................................... 63 Undo mapping ................................................................................................................................ 63 Undo All............................................................................................................................................. 63 Update mapping ............................................................................................................................ 63 Undo on multisheet mapping....................................................................................................... 63

Mapping long text ............................................................................................................................... 63

Editing a TRANSACTION script............................................................................................................ 64 Ctrl+F or the Find Button ................................................................................................................ 64

Auto mapping ...................................................................................................................................... 65

Auto mapping from the three-panel screen .................................................................................. 65

Auto Mapping from the Mapper ...................................................................................................... 67 Auto Mapping for cell-based items ............................................................................................ 67

Downloading from SAP ....................................................................................................................... 67

Running scripts

69

Running multiple or linked files........................................................................................................... 69 Validating linked scripts ................................................................................................................. 69

Scheduling runs..................................................................................................................................... 70 Field Definitions ..................................................................................................................................... 70

Run options and troubleshooting errors ........................................................................................... 72 Key considerations for using the Step-By-Step Run Options:.................................................. 72

Advanced run settings ........................................................................................................................ 73 Writing Headers..................................................................................................................................... 76

Write headers in cell-based mapping ........................................................................................ 76 Publishing macros in an Excel workbook......................................................................................... 77

Macro templates ............................................................................................................................ 78 Reviewing transaction history ............................................................................................................ 79

Uploading long text ............................................................................................................................. 80 Windows scripting................................................................................................................................. 81

Programs used with TRANSACTION

83

Winshuttle DIRECT ................................................................................................................................. 83 Recording scripts from Winshuttle DIRECT .................................................................................. 83 All tab ................................................................................................................................................ 83 Mapping DIRECT scripts ................................................................................................................. 83

A1 Dataloader ...................................................................................................................................... 85 Importing a Dataloader project .................................................................................................. 85 Before you run new dataloader scripts in TRANSACTION ....................................................... 85 Mapping for imported Dataloader files ..................................................................................... 87

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