Configuration of Install Base Management (follow up document for http://scn.sap.com/docs/DOC-45146)

Creating Install Base:

CUSTOMIZATION STEPS FOR CREATING CATEGORIES, OBJECT FAMILIES FOR INSTALL BASE (IB)

Creating Install Base (IB):

Run the Transaction (/n IB51)

Creating Categories for Install base

Step (1):    Define IB Categories & Installation rules

1. Path:    SPRO -->  CRM -->Master data -->Install base --> IB Category --> Define IB Category & Installation rules
2. Select the Install base Category  (01) --> Install Base  &  Click on "Copy as button"

Edit the details

Click on "Copy all values"

Select the record & click on "Permitted components"

Select the required Object  Type

Select the Record & Click on "Installation Rule"

Go to New entries , Assign the Classes & Save it....

Step (2):    Activate Partner and Address Inheritance

1. Path:    SPRO -->CRM --> Master data --> Install base --> IB Category  -->Activate Partner and Address Inheritance 

    Go to new entries and Select your IB Category & Assign the Partner , Address Inheritance.....

Step (3):  Define Authorization Group for  IB Category   {Optional}

1. Path:    SPRO -->CRM -->Master data --> Install base --> IB Category -->Define Authorization Group for  IB Category 

Step (4):  Assign Partner determination procedure to IB Category

1. Path:     Path:    SPRO-->CRM --> Master data --> Install base --> IB Category -->Assign Partner determination procedure to IB Category
2. Go to New entries --> Select Your define IB Category  &  Assign  the required Partner determination Procedure....

Creating Object for Install Base

Step (1):  Define Object family   {COMC_PR_OBJ_FAM}

1. Path:   SPRO --> CAC -->SAP Products --> Objects -->Define Object family

Select the Std Object family (0007) & Assign your Product Type (Material)

Step (2):  Assign ID Profile to Object Family   {COMC_PR_OBJ_FAM}

1. Path:   SPRO --> CAC  -->SAP Products  --> Objects  -->  Assign ID Profile to Object Family

Go to New entries ,  Select Your Object Family &  Assign your Org data profile ,,, Save it....

Step (3):   Assign Object families to Installed base categories

1. Path:   SPRO-->Master data-->   Install base-->  Object /  Object  Family  --> Assign Object Families to IB Category

Go to new entries, Select your define IB Category  &  Assign Object Family ,,,  Save it.....

Step (4):     Define Characteristics of Object families

1. Path:   SPRO -->Master data   à    Install base -->Object / Object Family  --> Define Characteristics of Object families

Go to New entries and Select your Object family ,, Specify the description &  Save it.......

Step (5):  Define Restrictions for Object families

1. Path:   SPRO -->Master data -->  Install base -->Object / Object Family -->Define Restriction for Object families

Go to new entries ,

Select Your define Install base (IB)  Category 

Step (6):    Maintain Set Type & Attribute

Step  (7):    Create Install Base (IB)

Path:          Run the Transaction   {/nIB51}

1. In the Field IB Category  --> Select your define IB

          Specify the Valid on date & Time

1. In the Field  Copy from  (IB) -->  Select your predefined /Std IB for Copying

          It means that you can Select the data (Std /Source key)  &  make a copy to Existing IB

          Press Enter

     Specify the Ext ID   (ZI)      &     Description   (Installation Base (LG))

• Go to Product Data Tab Page

        Assign the Product ID

• Go to the Installation Data Tab page

        Select your IB Category code

• Go to Individual Object Data Tab Page

        Assign your Family & Object ID

Customizing Install Base: