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Wednesday, September 19

Configuring and Customizing Employee and Manager Self-Services in SAP ERP HCM

  • 1 ... Introduction ... 23
  • 1.1 ... What This Book Will Cover ... 27
  • 1.2 ... What This Book Does Not Cover ... 30
  • 1.3 ... Systems Used to Describe the Configuration ... 30
  • 1.4 ... Assumptions, Prerequisites, and Disclaimer ... 30
  • 1.5 ... Standard Functionalities—Out of the Box Versus Alternatives ... 32
  • 1.5.1 ... Standard Functionalities ... 32
  • 1.5.2 ... Employee Self-Services (ESS) ... 33
  • 1.5.3 ... Manager Self-Services (MSS) ... 33
  • 1.5.4 ... Alternatives ... 34
  • 1.5.5 ... Configuration through the SAP NetWeaver Development Studio (NWDS) ... 34
  • 1.5.6 ... Configuration through the SAP NetWeaver Portal ... 34
  • 1.5.7 ... Configuration through the Backend System ... 34
  • 1.6 ... Enhancement Package Concept ... 35
  • 2 ... SAP NetWeaver Portal ... 39
  • 2.1 ... Web-Enabling HCM Self-Services through SAP NetWeaver Portal ... 40
  • 2.1.1 ... System Patches ... 41
  • 2.1.2 ... Functionalities Provided by SAP in the Standard Product ... 43
  • 2.2 ... Introduction to Portal Objects: iViews, Pages, Worksets, and Roles ... 46
  • 2.2.1 ... iViews ... 47
  • 2.2.2 ... Pages ... 47
  • 2.2.3 ... Worksets ... 48
  • 2.2.4 ... Roles ... 48
  • 2.3 ... Setting Up the Portal Content Directory ... 48
  • 2.3.1 ... Linking Objects ... 49
  • 2.3.2 ... Folders Setup ... 49
  • 2.4 ... Object Properties ... 52
  • 2.4.1 ... iViews ... 52
  • 2.4.2 ... Pages ... 54
  • 2.4.3 ... Worksets ... 57
  • 2.4.4 ... Roles ... 58
  • 2.5 ... Creating Quick Links ... 59
  • 2.6 ... How to Transport Objects ... 59
  • 2.6.1 ... Transporting with SAP NetWeaver Development Infrastructure (NWDI) ... 59
  • 2.6.2 ... Transporting Manually ... 60
  • 2.7 ... Portal Layout ... 61
  • 2.8 ... Languages and Portal Translation ... 61
  • 2.8.1 ... Language ... 62
  • 2.8.2 ... Portal Translation ... 63
  • 2.9 ... Work Protect Mode ... 67
  • 2.10 ... Other Technical Considerations ... 68
  • 2.10.1 ... Browser in Use ... 68
  • 2.10.2 ... Business Server Pages (BSP) Activation ... 69
  • 2.10.3 ... Portal Sizing ... 70
  • 2.10.4 ... Population in Scope ... 71
  • 2.10.5 ... Portal Help ... 71
  • 2.10.6 ... Portal Troubleshooting and Debugging ... 71
  • 2.10.7 ... Active Component Framework (ACF) ... 72
  • 2.10.8 ... Internet Graphical Server (IGS) ... 73
  • 2.10.9 ... Adobe Document Server (ADS) ... 73
  • 2.10.10 ... Universal Worklist (UWL) Checklist ... 73
  • 2.11 ... Conclusion ... 74
  • 3 ... Backend Configuration ... 75
  • 3.1 ... Homepage Framework ... 75
  • 3.2 ... Object and Data Provider (OADP) ... 77
  • 3.3 ... Internal Service Requests (ISR) ... 78
  • 3.4 ... Homepage Framework Configuration ... 78
  • 3.4.1 ... Preparing for Configuration ... 79
  • 3.4.2 ... Implementation Guide Access ... 80
  • 3.4.3 ... Define Resources ... 81
  • 3.4.4 ... Define Headers and Area Group Pages ... 85
  • 3.4.5 ... Define Areas ... 87
  • 3.4.6 ... Define Subareas ... 91
  • 3.4.7 ... Define Services ... 92
  • 3.4.8 ... Mapping between SAP ERP and SAP NetWeaver Portal Configuration ... 102
  • 3.5 ... Object and Data Provider (OADP) Configuration ... 103
  • 3.5.1 ... Implementation Guide Access ... 103
  • 3.5.2 ... Transfer Existing Customizing Settings ... 104
  • 3.5.3 ... Object Provider ... 105
  • 3.5.4 ... Data Provider ... 110
  • 3.5.5 ... Define Organizational Structure Views ... 118
  • 3.6 ... Internal Service Request (ISR) Configuration ... 120
  • 3.6.1 ... Implementation Guide Access ... 120
  • 3.6.2 ... Definition of Scenarios with Specific Customizing ... 120
  • 3.6.3 ... HCM Processes and Forms ... 125
  • 3.7 ... Conclusion ... 128
  • 4 ... Background Information on Self-Services Configuration ... 129
  • 4.1 ... Introduction to Employee Self-Services Configuration ... 129
  • 4.1.1 ... Download Business Packages ... 129
  • 4.1.2 ... From Internet Transaction Server (ITS) to Web Dynpro ... 130
  • 4.1.3 ... Different Releases from Employee Self-Services ... 132
  • 4.1.4 ... Past Configuration Options ... 133
  • 4.1.5 ... Self-Services (New) Functionalities ... 134
  • 4.1.6 ... Access to the Employee Self-Services Configuration ... 135
  • 4.2 ... Introduction to Manager Self-Services Configuration ... 136
  • 4.2.1 ... Download Business Packages ... 137
  • 4.2.2 ... Manager Self-Services and the Enhancement Packages ... 138
  • 4.2.3 ... Different Releases from Manager Self-Services ... 138
  • 4.2.4 ... Access to the Manager Self-Services Configuration ... 141
  • 5 ... Employee Self-Services Configuration ... 145
  • 5.1 ... Address Book: Who’s Who ... 145
  • 5.1.1 ... Selection and Output ... 146
  • 5.1.2 ... Determine the Document Type ... 148
  • 5.1.3 ... Maintain Settings ... 149
  • 5.1.4 ... Refine Employee Search ... 150
  • 5.1.5 ... Portal iView Who’s Who ... 151
  • 5.2 ... Working Time: Leave Request ... 153
  • 5.2.1 ... Processing Processes ... 153
  • 5.2.2 ... Layout of the Web Application ... 163
  • 5.2.3 ... Business Add-Ins (BAdIs) ... 168
  • 5.3 ... Working Time: Team Calendar ... 169
  • 5.3.1 ... Create Rule Groups ... 170
  • 5.3.2 ... Specify Absences to Be Displayed ... 170
  • 5.3.3 ... Specify Color Display of Absences ... 170
  • 5.3.4 ... Select Employees ... 171
  • 5.3.5 ... Define Layout of Team Calendar ... 172
  • 5.3.6 ... BAdI: Control Processing of Leave Requests ... 173
  • 5.4 ... Working Time: Time Accounts ... 173
  • 5.4.1 ... Create Rule Groups ... 173
  • 5.4.2 ... Specify Display of Absence Quotas ... 174
  • 5.4.3 ... Specify Display of Attendance Quotas ... 174
  • 5.4.4 ... Specify Calculation of Remaining Leave ... 174
  • 5.4.5 ... Define Variant for Time Evaluation ... 175
  • 5.4.6 ... Configure Output of Messages ... 176
  • 5.4.7 ... Business Add-Ins (BAdIs) ... 176
  • 5.5 ... Record Working Time ... 177
  • 5.5.1 ... Set Up Data Entry Profiles ... 178
  • 5.5.2 ... Define Field Selection ... 181
  • 5.5.3 ... Select Allowed Absence Types ... 182
  • 5.5.4 ... Record Working Time for Concurrent Employment ... 183
  • 5.5.5 ... Approve Working Time ... 185
  • 5.6 ... Working Time: Clock-In/Out Corrections ... 186
  • 5.6.1 ... Processing Processes ... 187
  • 5.6.2 ... Layout of the Web Application ... 202
  • 5.6.3 ... Business Add-Ins (BAdIs) ... 210
  • 5.7 ... Working Time: Time Statement ... 212
  • 5.7.1 ... Enter the Name of HR Form for Time Statement ... 213
  • 5.7.2 ... BAdI: Make Settings for Time Statement ... 214
  • 5.8 ... Benefits and Payments: Semiretirement Simulation ... 215
  • 5.8.1 ... Set Up a Semiretirement Model ... 216
  • 5.8.2 ... Maintain Default Values for Semiretirement InfoType (Germany) ... 217
  • 5.8.3 ... Enter Variant for Payroll Program ... 218
  • 5.8.4 ... Enter HR Form Name ... 219
  • 5.9 ... Benefits and Payment: Pension Rights Status ... 220
  • 5.9.1 ... Maintain System Parameters ... 220
  • 5.9.2 ... Statements ... 221
  • 5.10 ... Benefits ... 238
  • 5.10.1 ... Set Up ESS Parameters ... 238
  • 5.10.2 ... Define URLs ... 239
  • 5.10.3 ... Assign URLs to Benefit Plan Types ... 240
  • 5.10.4 ... Assign URLs to Benefit Plans ... 241
  • 5.10.5 ... Assign URLs to Investments ... 242
  • 5.10.6 ... Implement Customer Enhancement for Estimating Contributions ... 243
  • 5.10.7 ... Implement Customer Enhancement for Filling the Costs and Remarks ... 243
  • 5.11 ... Salary Statement ... 244
  • 5.12 ... Own Data ... 245
  • 5.12.1 ... Background Information and Important Tables ... 245
  • 5.12.2 ... Determine Active Subtypes and Make Settings ... 248
  • 5.12.3 ... Reuse Country-Specific Applications ... 250
  • 5.12.4 ... Change Default Start Date ... 250
  • 5.12.5 ... Determine Fields for Business Cards on the Area Page ... 251
  • 5.12.6 ... Foreign Address Settings ... 252
  • 5.13 ... Additional Useful Information Regarding the Self-Services ... 255
  • 5.13.1 ... Emergency Address ... 255
  • 5.13.2 ... Country Field Set to Display Only ... 255
  • 5.13.3 ... Delete Button Not Working in Self-Service ... 256
  • 5.13.4 ... Additional Fields and Subtypes for the United States Family/Dependents InfoType ... 256
  • 5.13.5 ... Multiple Data Record and Date Handling Enhancements ... 257
  • 5.13.6 ... Past Date Handling ... 257
  • 5.14 ... Career and Job ... 262
  • 5.14.1 ... Qualification Catalog ... 262
  • 5.14.2 ... Skills Profile ... 262
  • 5.15 ... Equipment Overview ... 266
  • 5.15.1 ... Edit Views ... 266
  • 5.15.2 ... Specify the RFC Connection to the HCM System ... 267
  • 5.15.3 ... Business Add-Ins ... 267
  • 5.16 ... Travel Management ... 269
  • 5.17 ... Company Information ... 269
  • 5.18 ... Employee Self-Services User Exits ... 270
  • 5.19 ... Alternatives and Additional Configuration ... 271
  • 5.19.1 ... SAP NetWeaver Development Studio (NWDS) ... 272
  • 5.19.2 ... Configuration as Alternative through SAP NetWeaver Development Studio (NWDS) ... 272
  • 5.19.3 ... Configuration through Portal Personalization ... 274
  • 5.20 ... Conclusion ... 277
  • 6 ... Manager Self-Services Configuration ... 279
  • 6.1 ... Object and Data Provider (OADP) ... 280
  • 6.2 ... Working Time ... 280
  • 6.2.1 ... Team Calendar ... 280
  • 6.2.2 ... Attendance Overview ... 283
  • 6.2.3 ... Approve Working Time ... 285
  • 6.3 ... Employee Data ... 294
  • 6.3.1 ... Define Wage Types for Annual Salary ... 294
  • 6.3.2 ... Adjust Periods for Annual Salary ... 298
  • 6.3.3 ... Filter Absence Records ... 298
  • 6.4 ... Personnel Change Requests ... 298
  • 6.4.1 ... SAP Recommendation ... 299
  • 6.4.2 ... Define Employee Groupings ... 299
  • 6.4.3 ... Define Change Request Types ... 300
  • 6.4.4 ... Group Change Request Scenarios ... 301
  • 6.4.5 ... Define Scenario Attributes ... 302
  • 6.4.6 ... Define Reasons for Special Payments ... 302
  • 6.4.7 ... Assign Wage Types to Special Payment Reasons ... 303
  • 6.4.8 ... Set Up Workflows for Personnel Change Requests ... 304
  • 6.4.9 ... Business Add-Ins ... 305
  • 6.5 ... Recruitment ... 309
  • 6.5.1 ... Overview of Manager Involvement in SAP E-Recruiting ... 309
  • 6.5.2 ... Create an RFC Connection to the SAP E-Recruiting System ... 310
  • 6.5.3 ... Assign SAP E-Recruiting System Names ... 310
  • 6.6 ... Workforce Requirements ... 311
  • 6.6.1 ... Table T77S0 Settings ... 311
  • 6.6.2 ... BAdI: Transfer Planning Results to Accounting ... 312
  • 6.7 ... Cost Center Monitor ... 312
  • 6.7.1 ... Edit Administration Rules for Cost Center Variances ... 312
  • 6.7.2 ... Edit Administration Rules for Cost Center Line Items ... 313
  • 6.7.3 ... Execute Evaluations for Critical Cost Center Variances ... 314
  • 6.7.4 ... Execute Evaluation for Cost Center Line Items ... 315
  • 6.7.5 ... Delete Cost Center Line Items from the Display Set ... 316
  • 6.7.6 ... Display Rules for Cost Center Variances per User ... 317
  • 6.7.7 ... Display Rules for Cost Center Line Items per User ... 318
  • 6.8 ... Internal Order Monitor ... 318
  • 6.8.1 ... Edit Administration Rules for Order Variances ... 318
  • 6.8.2 ... Edit Administration Rules for Order Line Items ... 319
  • 6.8.3 ... Execute Evaluation for Critical Order Variances ... 320
  • 6.8.4 ... Execute Evaluation for Order Line Items ... 321
  • 6.8.5 ... Delete Order Line Items from the Display Set ... 322
  • 6.8.6 ... Display Rules for Order Variances per User ... 323
  • 6.8.7 ... Display Rules for Order Line Items per User ... 324
  • 6.9 ... Profit Center Monitor ... 324
  • 6.9.1 ... Edit Administration Rules for Profit Center Variances ... 324
  • 6.9.2 ... Edit Administration Rules for Profit Center Line Items ... 325
  • 6.9.3 ... Execute Evaluation for Critical Profit Center Variances ... 326
  • 6.9.4 ... Execute Evaluation for Profit Center Line Items ... 327
  • 6.9.5 ... Delete Profit Center Line Items from the Display Set ... 328
  • 6.9.6 ... Display Rules for Profit Center Variances per User ... 329
  • 6.9.7 ... Display Rules for Profit Center Line Items per User ... 330
  • 6.10 ... Equipment Monitor ... 330
  • 6.10.1 ... Edit Views ... 331
  • 6.10.2 ... Specify the RFC Connection to the HCM System ... 333
  • 6.10.3 ... Prepare Cost Determination ... 333
  • 6.10.4 ... Execute Cost Determination ... 334
  • 6.10.5 ... Business Add-Ins ... 335
  • 6.11 ... Reporting ... 337
  • 6.12 ... Internal Service Request (ISR) ... 337
  • 6.13 ... Express Planning ... 338
  • 6.13.1 ... Define Planning Scenario ... 338
  • 6.13.2 ... Define Key Figure Prices ... 339
  • 6.13.3 ... BAdI: Change Room Parameters ... 339
  • 6.14 ... Employee Self-Services in Manager Self-Services ... 340
  • 6.15 ... Performance Management: Objective Setting and Appraisal ... 341
  • 6.15.1 ... Objective Setting and Appraisals without Enhancement Package 4 ... 342
  • 6.15.2 ... Objective Setting and Appraisals with Enhancement Package 4 ... 345
  • 6.16 ... Enterprise Compensation Management (ECM) ... 345
  • 6.17 ... Additional Configuration ... 347
  • 6.17.1 ... Generic iView for Lists ... 347
  • 6.17.2 ... Internet Graphical Server (IGS) ... 349
  • 6.17.3 ... Active Component Framework (ACF) ... 350
  • 6.18 ... Conclusion ... 350
  • 7 ... Reporting ... 351
  • 7.1 ... Prerequisites ... 353
  • 7.2 ... Report Types ... 353
  • 7.3 ... Identifying the Technical Name of the Reports ... 354
  • 7.3.1 ... HCM Reports Standard Naming Convention ... 354
  • 7.3.2 ... A Quick Glance at the Standard HCM Reporting Offering ... 355
  • 7.4 ... Payroll InfoTypes ... 356
  • 7.4.1 ... Define Evaluation Wage Types ... 356
  • 7.4.2 ... Assign Wage Types ... 357
  • 7.4.3 ... Set Up Payroll InfoTypes ... 358
  • 7.4.4 ... Set Up Assignment to Payroll ... 361
  • 7.4.5 ... Program Fill Payroll InfoTypes (RPABRI00) ... 362
  • 7.4.6 ... Access to Customer Payroll InfoType ... 364
  • 7.4.7 ... Adding the Payroll InfoType into the Customer InfoSet ... 365
  • 7.5 ... Manager Self-Services Configuration for Reporting ... 365
  • 7.5.1 ... Manager Self-Services Powered by the Manager’s Desktop ... 366
  • 7.5.2 ... Define Scenario-Specific Settings: Define Application Scenarios ... 367
  • 7.5.3 ... Define Function Codes ... 368
  • 7.5.4 ... Defining a Standard Report with a Function Code ... 370
  • 7.5.5 ... Defining a SAP Query into a Function Code ... 371
  • 7.5.6 ... Change the Description of Function Codes ... 373
  • 7.5.7 ... Define the Structure of Function Codes ... 374
  • 7.5.8 ... Homepage Framework Configuration ... 375
  • 7.5.9 ... Adjusting iView Reporting Parameter Scenarios with Value ZMSS ... 377
  • 7.5.10 ... Manager Self-Service Reporting Role ... 378
  • 7.5.11 ... SAP NetWeaver Portal Alternative Configuration: Service Map iView ... 381
  • 7.6 ... Integration Points ... 382
  • 7.6.1 ... Integration with SAP NetWeaver Business Warehouse ... 382
  • 7.6.2 ... Convert MDT Data to MSS Reporting Launch Pad ... 385
  • 7.6.3 ... Employee Self-Services Who’s Who ... 386
  • 7.6.4 ... Generic iView Template ... 386
  • 7.6.5 ... InfoSets and Respective Switches ... 386
  • 7.7 ... Authorization Consideration ... 388
  • 7.7.1 ... Authorization Objects ... 388
  • 7.7.2 ... Audit Reports ... 389
  • 7.7.3 ... Log Report Starts ... 390
  • 7.7.4 ... Data Tracking for Self-Services ... 391
  • 7.7.5 ... Logged Changes in InfoType Data for Personnel Administration Data ... 399
  • 7.7.6 ... Display Change Documents for Personnel Development Data ... 401
  • 7.7.7 ... Event Linkage for Customer (Table T779X) ... 402
  • 7.8 ... Additional Useful Reports ... 405
  • 7.8.1 ... Repairing Data Sharing Inconsistencies (RPUFIXDS) ... 405
  • 7.8.2 ... Find Inconsistencies in Time Constraints (RPUSCNTC) ... 408
  • 7.8.3 ... Reconcile User Master with HR Master (ESS_USERCOMPARE) ... 409
  • 7.8.4 ... Determine Approver (RPTREQAPPRCHK) ... 410
  • 7.8.5 ... Personnel Numbers That Have to be Unlocked for Payroll Runs (HFIUCPL0) ... 411
  • 7.8.6 ... Employee List (RPLMIT00) ... 412
  • 7.8.7 ... InfoType Overview for Employee (RPLINFC0) ... 414
  • 7.8.8 ... Converting SAPscript (OTF) or ABAP List Spool Jobs to PDF (RSTXPDFT4) ... 415
  • 7.8.9 ... Test Process (RPASR_TEST_PROCESS_EXECUTION) for HR Forms ... 415
  • 7.8.10 ... Test Program: Version Information (for Analysis Only) (FP_PDF_TEST_00) ... 415
  • 7.9 ... Recommended Readings ... 416
  • 7.10 ... Conclusion ... 416
  • 8 ... Human Resources Administrator Role ... 419
  • 8.1 ... Prerequisites ... 419
  • 8.1.1 ... Enabling the Business Function ... 420
  • 8.1.2 ... Authorization Objects for the HR Administrator Role ... 420
  • 8.1.3 ... Human Capital Management Processes and Forms Assigned to the Administrator Role ... 420
  • 8.2 ... User Interface ... 420
  • 8.2.1 ... Logon ... 421
  • 8.2.2 ... Employee Search ... 422
  • 8.2.3 ... InfoType Maintenance ... 423
  • 8.2.4 ... Reports ... 424
  • 8.3 ... Access to the Administrator Role ... 425
  • 8.3.1 ... Implementation Guide (IMG) Access ... 425
  • 8.3.2 ... Portal Content Directory (PCD) Access ... 426
  • 8.4 ... Configuration of the Administrator Role ... 427
  • 8.4.1 ... Start Application for Processes and Determine Employee Groupings for Process Selection ... 428
  • 8.4.2 ... Employee Data Maintenance ... 428
  • 8.4.3 ... Set Up Reports ... 432
  • 8.4.4 ... Delete Logs from the Application Log ... 440
  • 8.4.5 ... Message Mapping ... 441
  • 8.5 ... Conclusion ... 442
  • 9 ... Workflow ... 443
  • 9.1 ... Introduction ... 443
  • 9.2 ... Basic Configuration ... 445
  • 9.2.1 ... Prerequisites for Setting Up Workflow Processes ... 446
  • 9.2.2 ... Configuring a Standard Workflow in a Human Capital Management Process ... 448
  • 9.2.3 ... Adjusting the Customizing Configuration ... 453
  • 9.2.4 ... Refreshing the Organizational Buffer ... 454
  • 9.2.5 ... Receiving the Workflow Notification ... 455
  • 9.3 ... Configuring a Substitution Rule ... 457
  • 9.3.1 ... Substitution Rule through Workflow Agent Determination ... 457
  • 9.3.2 ... Substitution Rule through the Organizational Assignment ... 458
  • 9.3.3 ... Substitution Rule through the Business Workplace ... 458
  • 9.3.4 ... Substitution Rule through the Universal Worklist ... 459
  • 9.4 ... Troubleshooting ... 461
  • 9.4.1 ... Standard Reports for Troubleshooting ... 461
  • 9.4.2 ... Some Tips for Troubleshooting (Cheat Sheet) ... 463
  • 9.5 ... Conclusion ... 465
  • 10 ... User Management ... 467
  • 10.1 ... User Management Engine (UME) ... 467
  • 10.2 ... Lightweight Directory Access Protocol (LDAP) ... 468
  • 10.3 ... SAP UserIDs ... 469
  • 10.3.1 ... SAP UserID Definition ... 469
  • 10.3.2 ... SAP UserID Attributes ... 469
  • 10.3.3 ... SAP UserID Parameters ... 470
  • 10.3.4 ... SAP UserID Mapping with Personnel Numbers ... 473
  • 10.4 ... Portal UserIDs ... 474
  • 10.4.1 ... Portal UserID Attributes ... 474
  • 10.4.2 ... Portal User Groups ... 476
  • 10.4.3 ... Lock Entries ... 477
  • 10.5 ... Single Sign-On (SSO) ... 480
  • 10.6 ... Conclusion ... 481
  • 11 ... Authorizations ... 483
  • 11.1 ... Prerequisites ... 483
  • 11.1.1 ... Authorization Compliance ... 483
  • 11.1.2 ... Legal Compliance ... 484
  • 11.2 ... System Landscape Overview ... 485
  • 11.3 ... SAP Notes ... 486
  • 11.4 ... Backend Roles and Profiles ... 487
  • 11.4.1 ... Authorization Profile for Employee Self-Services (ESS) ... 487
  • 11.4.2 ... Authorization Profile for Manager Self-Services (MSS) ... 493
  • 11.4.3 ... Authorizations Objects Involved ... 498
  • 11.4.4 ... Role for Technical Users ... 499
  • 11.4.5 ... Roles for Regular Users ... 499
  • 11.4.6 ... Central User Administration (CUA) ... 500
  • 11.4.7 ... InfoType Communication ... 502
  • 11.4.8 ... Troubleshooting Authorizations ... 508
  • 11.4.9 ... Standard Authorization Reporting ... 512
  • 11.4.10 ... Portal Permissions ... 513
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