Installation Checklist

Transcription

1 SAP Installation Checklist SAP Mobility SAP CRM Sales 2.0 Mobile Application Installation Checklist A Branded Service provided by SAP Customer Solution Adoption Applicable Releases: SAP CRM Sales 2.0 Mobile Application Version 1.0 April 2012

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3 Document History Document Version Description 1.00 Official release of this guide. May

4 Typographic Conventions Type Style Example Text Description Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options. Cross-references to other documentation Icons Ic on Description Caution Note or Important Example Recommendation or Tip Example text Example text Example text <Example text> EXAMPLE TEXT Emphasized words or phrases in body text, graphic titles, and table titles File and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools. User entry texts. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. Keys on the keyboard, for example, F2 or ENTER.

5 Table of Contents 1. Before you begin Required Software components CRM Prerequisites and Add Ons Base Configuration CRM Prerequisites and Add Ons Test to Check Add On NetWeaver Mobile: Initial Setup of DOE DOE Setup NetWeaver Mobile: Base Configuration Steps Application Setting Backend CRM Configuration Connectivity Basic Settings Sales Organization Master Data Transaction Types Follow On Control Initial Load for Transaction Customizing Time Bound Restrictions for Transaction Marketing, Survey, Attachments Check CRM Middle Ware Settings and Queues NW Mobile: Configuration Steps Setup of ERP System CRM / ERP Scenario ERP Transactions for CRM Mobile Initial Settings User Management CRM: Initial Settings NetWeaver Mobile: Initial Settings SUP Device: Connection settings and subscribe (ipad example)... 20

6 1. Before you begin This check list should be used in conjunction with SAP CRM Sales Mobile Application Setup and Configuration Guide Release (Setup Guide), Please copy and paste link in your browser, 2. Required Software components 2.1 CRM Prerequisites and Add Ons The following slide shows all the required components for SAP CRM Mobile Sales. Please refer to Section 3; Installation Prerequisites of Setup Guide for more details. No. Ensure Correctness of Version of all components Version# 1 Version of CRM 2 Version of ECC 3 Version of SAP CRM Mobile Sales 4 Version of Netweaver Mobile 5 Version of Gateway 6 Version of Sybase DOE Connector 7 Version of Sybase Unwired Platform 8 Version of SAP CRM Sales Mobile App May

7 3. Base Configuration 3.1 CRM Prerequisites and Add Ons Please refer to Section 4; Set-up the CRM System of Setup Guide for more details. 1 Has CRM customizing and master data have been maintained and CRM business processes up and running? 2 Is the CRM Sales 2.0 Mobile usage specific data ready? Organization Model (Sales Org. Dist. Channel, Sales office, Sales Group), Product Master User Master Business Partners Transaction Type Notes Survey Marketing Attributes Attachments 3 Has the SAP CRM Add-on, MOB_CRMS200 installed? 4 Has the SAP NetWeaver Mobile Gateway Add-on SP07 CRMSPGY110 - SP07, installed? 5 Has the SAP ERP Add-on MCRMSERP 200; (optional) Required only if Quotes and Sales Orders are created in ERP installed? 6 Have you installed latest service pack (SP) available with SAP NetWeaver Mobile 7.1? Mobile 7.1. and SAP NetWeaver Mobile 7.3) See Test Below. See Test Below. See Test Below. Currently Gateway 1.1 to SAP NetWeaver Mobile is not supported on Enhancement package 1 of SAP NetWeaver 7 Referred to release note for updated list of all mandatory notes to be applied on CRM MS Add-on 2.0? May

8 3.1.1 Test to Check Add On We provide an example to check if CRM Add on is installed. Similar checks need to be performed for Netweaver Mobile and ERP. In CRM UI Go to System Status as shown Below. The second screen shot shows the add on successfully installed. May

9 3.2 NetWeaver Mobile: Initial Setup of DOE Please refer to Section 3.1, Applying the Release and Information Note for Gateway to SAP NetWeaver Mobile 7.1 ; of Setup Guide for more details. 1 Have the following Notes for the service packs listed below (SAP NMobile 7.1 SP13) been applied? Release Note: Release Information Note: SPS07 Gateway 1.1 to NWMobile 7.10 Consolidation Note: NW Mobile Composite Note for 7.1 SP13 Correction Note: Product description not in multi-lang & CE fields issues 2 Have you executed the transaction SDOE_SR and executed setup and all the icons are in green status? See the screen shot following this table DOE Setup Transaction SDOE_SR May

10 3.3 NetWeaver Mobile: Base Configuration Steps Please refer to Section 8, Setup the Gateway 1.1 to SAP NetWeaver Mobile of Setup Guide for more details. 1 Configuration of Database? 2 Web Dynpro ABAP Configuration? 3 Configuring SAP NetWeaver AS 4 Setting Up Users in Data Orchestration Engine? Active Services SICF Fully Qualified Domain Name Creating an Administrator Profile Logging on to SAP NetWeaver Mobile Administrator Creating an RFC Destination to the Backend Performing DOE Initial Setup and Configuration Ensuring the Activation of Queues Configuring the ICF Service Authorizations Downloading Details into User Details Data Object Downloading Authorizations into User Authorization Data Object Activating Distribution Rules in SAP Basis 7.10 May

11 4. Application Setting 4.1 Backend CRM Configuration The following checklist walks thru all the steps required for application setup. Where applicable we provide screen shots after the checklist to test the check Connectivity Please refer to Section 4.2, Connectivity of Setup Guide for more details. 1 Defined three trusted RFC connections and tested the connectivity of each of them? 2 Have you assigned the RFC Destinations for the three entities in Details columns? RFC to DOE from CRM RFC to ERP from CRM RFC to CRM from DOE Logical System(CRM) DOE RFC Destination ERP RFC Destination 3 Have you Mapped Mobile Data Objects to Backend BOs? 4 Have you completed the integration with other components? 5 Have you completed Setup of Geo code for Near Me? For the initial data download and also for the delta scenarios, backend business object names are needed to be mapped to the mobile data objects in SAP NetWeaver Mobile 7.1. To use SAVO integrated to the SAP CRM Sales mobile application, a production key and URL to the SAVO must be obtained from the Third party vendor. This step is required for all platforms except ios, May

12 Connectivity Test Go to SM59. Find your appropriate connection and click on it. A window as shown below will appear. Now Click on Connection Test. The result is shown on the next slide. May

13 4.1.2 Basic Settings Please refer to Section 4.3,Basic Settings of Setup Guide for more details. Customer Relationship Management -> CRM Sales Mobile -> Basic Settings Defined Languages, Currency and Countries? One language is specified as the default language The currencies maintained here are downloaded to the device as part of the initial download. The countries maintained here are downloaded to the device as part of the initial download. This list is provided as a dropdown to the user on the SAP CRM Sales mobile application, during creation of address data Sales Organization Please refer to Section 4.4,Sales Organization of Setup Guide for more details. Have you maintained the data filtering criteria? Data filtering can be done based on the combination of following: Sales Organization, Distribution Channel, Sales Office and Sales Group. If nothing is maintained, then all organizations are taken into consideration for the initial data download from SAP CRM to SAP NetWeaver Mobile 7.1 May

14 4.1.4 Master Data Please refer to Section 4.5, Master Data of Setup Guide for more details. Defined Business Partners which defines default business roles for Account and Contact created from the SAP CRM Sales mobile applications? Maintained Default Role for Accounts Created from the Mobile Application? The Master Data section enables you to define the configurations relevant for Business Partner and Products. Have you configured the Product categories of the product relevant for mobile? Have you maintained Product Categories? Transaction Types Please refer to Section 4.6, Transaction Types of Setup Guide for more details. Have you customize download parameter on the CRM system? This is needed if you want to download the transactional data, To make the SAP CRM Sales mobile application UI experience consistent, it is necessary to maintain the same values for Partner Function parameters and on the same sequence for upload parameter and download criteria. Also the main partner for the transaction must be maintained in the Partner Function 1 column. Have you configured the Partner Determination Procedure? Customer relationship Management -> Basic Functions -> Partner Processing -> Define Partner Determination Procedure. In this activity, you define partner determination procedures that the May

15 Have you defined Define Text Determination Procedure for Activity? Activities Have you configured the Activity Download Criteria? Have you configured the Activity Exclusion Based on Status? Have you configured the Activity Notes? Have you configured the Activity Update parameters? Opportunities Have you configured the Opportunity Download Criteria? Have you configured the Opportunity Exclusion Based on Status? Have you configured the Opportunity Notes? Have you configured the Opportunity update parameters? Leads Have you configured the Lead Download Criteria? Have you configured the Lead Exclusion Based on Status? system uses to automatically enter partners in business transactions. The partner functions and access sequences you have defined are brought together here. Customer relationship Management -> Basic Functions -> Text Management -> Define Text Determination Procedure.. Customer Relationship Management -> CRM Sales Mobile -> Transaction Data -> The download criteria is based on which business transaction data can be downloaded from the CRM server to the middleware. By this activity you configure the activities that must be excluded from the Net Weaver Mobile CDS This task lets you maintain Activity Notes. This task lets you maintain Activity Update Parameters. Customer Relationship Management -> CRM Sales Mobile -> Transaction Data -> The download criteria is based on which business transaction data can be downloaded from the CRM server to the middleware. In this task you configure the opportunities that must be excluded from the Net Weaver Mobile CDS This task lets you maintain Opportunity Notes. This task lets you maintain Opportunity Update Parameters. Customer Relationship Management -> CRM Sales Mobile -> Transaction Data -> The download criteria is based on which business transaction data can be downloaded from the CRM server to the middleware. In this task you configure the leads that must be excluded from the Net Weaver Mobile CDS May

16 Have you configured the Lead Notes? Have you configured the Lead update parameters? Sales Order Have you configured the Sales Order Download Criteria? Have you configured the Sales Order Exclusion Based on Status? Have you configured the Sales Order Notes? Have you configured the Sales Order update parameters? Quotation Have you configured the Quotation Download Criteria? Have you configured the Quotation Exclusion Based on Status? Have you configured the Quotation Notes? Have you configured the Quotation update parameters? Status Exclusion Filters and Notes Have you configured the Status Exclusion Filters? Have you configured the Notes Types? This task lets you maintain Lead Notes. This task lets you maintain Lead Update Parameters. Customer Relationship Management -> CRM Sales Mobile -> Transaction Data -> The download criteria is based on which business transaction data can be downloaded from the CRM server to the middleware. In this task you configure the Sales Orders that must be excluded from the Net Weaver Mobile CDS This task lets you maintain Sales Order Notes. This task lets you maintain Sales Order Update Parameters. Customer Relationship Management -> CRM Sales Mobile -> Transaction Data -> The download criteria is based on which business transaction data can be downloaded from the CRM server to the middleware. In this task you configure the Quotations that must be excluded from the Net Weaver Mobile CDS This task lets you maintain Quotation Notes. This task lets you maintain Quotation Update Parameters. Customer relationship Management -> CRM Sales Mobile -> Transaction -> Follow on control To view any status exclusion transaction type, you will first need to configure it in the CRM core. May

17 4.1.6 Follow On Control Please refer to Section 4.7, Follow On Control of Setup Guide for more details The Follow on transactions can be created from the SAP CRM Sales Mobile. Before configuring transaction for follow on transaction, the Follow on transactions must be defined in the SAP CRM under the copy control definition in CRM configuration. Has this activity been completed? Customer relationship Management -> CRM Sales Mobile -> Transaction -> Follow on control Initial Load for Transaction Customizing Please refer to Section 4.8, Initial Load for Transaction Customizing of Setup Guide for more details In this activity you define which customizing types are to be downloaded for initial load. Has this activity been completed? Time Bound Restrictions for Transaction Please refer to Section 4.10 Time Bound Restriction for Transaction of Setup Guide for more details In this activity you maintain date filters for each transaction object. Has this activity been completed? May

18 4.1.9 Marketing, Survey, Attachments Please refer to Section 4.11 Marketing, Survey, Attachments of Setup Guide for more details 1 Has the Marketing Attribute customization maintained? 2 Before configuring Survey for SAP CRM Sales Mobile, the Survey Determination must be defined in the SAP CRM under Questionnaire for Opportunities or Questionnaires for Activities in CRM configuration. Has this activity been completed? 3 Has the Enable Survey customization maintained in SAP CRM Sales Mobile? 4 Has Enable Attachments been maintained? Only Marketing Attributes maintained in this customizing will be used in mobile application Customer relationship Management -> Transaction -> Settings for Opportunities - > Sales Methodology -> Questionnaire for Opportunities -> Define Determination for Questionnaires In this activity you maintain the Questionnaires which are relevant for CRM Sales Mobile application The Change View MSA Attachment : Details screen lets you choose from the available attachment options. The system enables the download of the selected attachments. 5 Perform Download Check CRM Middle Ware Settings and Queues Please refer to Section 6.0 MBDOC Settings for Delta Download of Setup Guide for more details 1 Is Activate Data Synchronization active? Tcode is CMWC_SMW 2 Is Generation Status Active? Tcode is GENSTATUS 3 Check Middleware Activation Mode Tcode is MW_Mode 4 Check Queue Daemon Tcode is SMOHQUEUE 5 Is the Queue Registered? Tcode is SMQR May

19 Is Activate Data Synchronization active? Tcode = CMWC_SMW Is Generation Status Active? Tcode = GENSTATUS Check Middleware Activation Mode Tcode = MW_MODE May

20 Check Queue Daemon Tcode = SMOHQUEUE Is the Queue registered? Tcode = SMQR The following queues need to be registered. May

21 4.2 NW Mobile: Configuration Steps Please refer to Section 8.0 Setup the Gateway 1.1 to SAP NetWeaver of Setup Guide for more details 1. Have you created an Adminstrator Profile? Only an administrator profile allows you to perform all the configuration activities 2. Have you setup users and assigned the necessry DOE roles? 3 Connectivity for Trusted RFC. Check the connectivity for NW Mobile as described in CRM Trusted Connections. 4 Has the ICF Activation been done? 5 Have you Run the ESDMA Setup? Have you Activated the following 3 services in transaction SICF? DOE_ESDMA_SOAP DOE_XSD_DATATYPE SDOE_ESDMA_APPLN_SETUP Are the 3 ICF services active? May

22 ESDMA Packet Properly Installed? The SAP CRM ESDMA is deployed to Unwired Server and a message indicates a successful deployment. You can log in to Sybase Control Center to verify that the ESDMA package is properly installed and listed in the Package list. 4.3 Setup of ERP System This setting is required if you create Quotation and Sales Order in SAP ERP instead of SAP CRM. See below if you have completed all the relevent tasks. Please refer to Section 5.0 ERP Transactions of Setup Guide for more details CRM / ERP Scenario 1 Have you configured CRM to define ERP as the backend Sales Scenario for Mobile Sales? Customer relationship Management -> CRM Sales Mobile -> ERP Transactions -> Scenario CRM/ERP 2 Have you referred to Note for functional differences when integrating SAP CRM Sales mobile with CRM and ERP scenarios? ERP Transactions for CRM Mobile 1 Have you maintained the ERP transaction types for Quotation (AG) and Sales Order (TA) 2 Have you customized and set upload and download parameters for ERP Sales Orders and Quotations? Customer relationship Management -> CRM Sales Mobile -> ERP Transactions -> ERP Transaction Type Description Customer relationship Management -> CRM Sales Mobile -> ERP Transactions -> ERP Transaction Types 3 Have you enabled the Delta Download Run se38 and execute reports /MSE/MBO_SETUP /MSE/UPDATE_RFC May

23 5. Initial Settings 5.1 User Management No. Checklist Check 1 Have all devices been registered in SUP SCC? 2 Have Same user ID been created in both CRM and NetWeaver Mobile systems? 3 Do the user have S_RFCACL authorization in both CRM and NetWeaver Mobile systems? The following diagram shows the User access across the components May

24 5.2 CRM: Initial Settings Please refer to Section 9.0 Triggering the Initial Load from SAP CRM of Setup Guide for more details 1. Have you configured items listed in the details on right hand side: Initial Load for Business Partners Initial Load for Products Initial Load for Transaction Customizing Perform Download 5.3 NetWeaver Mobile: Initial Settings Please refer to Section 7.1 Post Installation Steps of Setup Guide for more details 1. Have you configured the User Management? 2 Have you coompleted the tasks on right hand hand side for the Initial Down Load From NetWeaver Mobile Initial Load for Business Partners Initial Load for Products Initial Load for Transaction Customizing Perform Download Executed Transaction SDOE_LOAD Selected SWCV MAS_CRMSALES, 2.0 of SAP (MAS_EMPLOYEE is mandatory) Parameter setting for Message Monitoring and Analytics Using transaction SDOE_PARAM have you maintained the following parameters? ENABLE_LOGGING = X LOG_SOAPS_MSG = X PROXY_HOST = Enter proxy server name PROXY_PORT = Enter proxy port Have you scheduled the following background jobs in the DOE on a regular basis depending upon the data volumes? SDOE_CLEAR_SOAP_LOGS SMMW_REORG_MSG_STORE SMMW_REORG_LOG RS_LDQ_DAEMON May

25 5.4 SUP Please refer to Section 10 SUP Settings for SAP CRM Sales Mobile Application of Setup Guide for more details 1. Have you registered in SUP Logon to SCC: >/scc Device: Connection settings and subscribe (ipad example) 1. In the Settings ; completed the Server Name items listed in details? Server Port Farm ID User Name Activation Code Domain 2. Entered the PIN for Local DB Minimum of eight characters 3. Subscription Logon only one subscribed language May

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