How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal

Transcription

1 How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal Applies to: Enterprise Portal, CRM For more information, visit the Portal and Collaboration homepage. Summary This document will describe step-by-step approach to integrate CRM 2007 Webclient UI with Enterprise Portal Author: Krishna Kishore Reddy Kondu Company: MindTree Ltd., Created on: 31 December 2008 Author Bio Krishna Kishore Kondu is working as a SAP Consultant in MindTree Ltd., Bangalore. He has worked on BW, EP, KM and Collaboration, He has completed his B.Tech. Mechanical Engg. from S.V.University SAP AG 1

2 Table of Contents Portal Integration...3 Prerequisites...3 Features...3 Procedure...4 Creating a CRM System Object in Portal...4 Connector Properties...5 User Management Properties...6 Web Application Server (Web AS)...6 System Alias...8 CRM Webclient UI as a External BSP Application...9 Creating Folder...9 Creating a BSP Iview...10 Creating a Role...13 Integrate CRM Business Roles as Portal Roles...14 Creating a folder...14 Related Content...20 Disclaimer and Liability Notice SAP AG 2

3 Portal Integration The CRM WebClient UI has been integrated in SAP NetWeaver Portal which means that you can run the CRM WebClient UI in a full page iview in the portal. You can generate a portal role from your business role by creating an XML file of your business role, and importing this XML file to SAP NetWeaver Portal. You can Integrate CRM WebClient UI with NetWeaver Portal in two ways depending on your requirement you choose one of the methods for integration 1. CRM WebClient UI as External BSP Application 2. Integrate CRM Business Roles as Portal Roles Prerequisites Before you start the Portal integration, you need to install the Business Package for SAP CRM Features The portal integration offers the following features: Aligned session management When you first navigate to SAP CRM from the portal, a logon to SAP CRM starts; when a portal session is finished, all open CRM sessions are closed; a data loss popup informs the users that they first need to save their changes. Portal navigation with navigation highlighting The portal highlights the navigation target if you navigate from the portal navigation frame to SAP CRM, from SAP CRM to portal content, or from one CRM iview to another (cross-component navigation). A tool to export role definitions to XML, You can use the upload tool to generate an XML file of your business role. This XML file can be imported into SAP NetWeaver Portal to generate a portal role. Central search You can search for CRM applications in the central search, which is located in the header area of the CRM portal desktop. Mapping of a portal theme to a CRM skin To align the look and feel of SAP NetWeaver Portal and SAP CRM, you can map a portal theme to its most similar CRM skin. You can select the additional CRM skin Follow Portal Theme, to display the CRM skin mapped to the portal theme in the mapping table SAP AG 3

4 Procedure Creating a CRM System Object in Portal 1. Logon to Portal 2. System Administration System Configuration System Landscape 3. In the context menu of the System Landscape folder in the portal catalog, choose New - System 4. Choose SAP System with Dedicated Application Server for SAP System as the template Click next 5. Give System name and system id and description and click next 6. Click finish Open object for editing 2008 SAP AG 4

5 Connector Properties 1. Goto Property Category Connector 2. Enter Application Host, SAP client, SAP system ID (SID), SAP System Number of your CRM 2007 system. 3. Select SAP_CRM as System Type 2008 SAP AG 5

6 User Management Properties 1. Property Category User Management 2. Authentication Ticket Type SAP Assertion Ticket 3. Logon Method SAPLOGONTICKET 4. User Mapping Type admin,user Web Application Server (Web AS) 1. Property Category - Web Application Server (Web AS) 2. Enter Web As Host Name and Web As Path of your CRM System Note: Web As Host Name can be found under transaction code SMICM. Choose menu path GoTo Services and you can find the hostname and port for the HTTP record SAP AG 6

7 3. Web As Path: /sap/bc/bsp/sap/ Note: For integrating BSP Application it compulsory to give WEB Application Server details while creating system object 2008 SAP AG 7

8 System Alias 1. Select System Alias under Display 2. Enter SAP_CRM as Alias Name and click on ADD and Save System Object. Note: You need to configure SSO between CRM and Portal if you don t want to give user id and password for accessing CRM WebClient UI 2008 SAP AG 8

9 CRM Webclient UI as a External BSP Application Creating Folder Create a Separate folder for CRM in Portal Content 1. Log on to the Portal 2. Go to Content Administrator -> Portal Content On the right side of Navigational Panel, right click and create a folder Fill the mandatory fields i.e. Name & Id. Folder Id should be Unique and should not contain spaces & special characters. 3. Click on Finish button, this will create a folder SAP AG 9

10 Creating a BSP Iview For Integrating CRM Web UI we need to create a BSP iview. 1. Content Administration -> Portal Content -> Right click on the folder you have created and choose New iview 2. Choose iview template - create an iview from an existing iview template 3. Choose SAP BSP iview from the template selection wizard and click Next. 4. Give Name and Description and click Next SAP AG 10

11 5. Select definition type as Application and click Next 6. Enter the required parameters System : SAP_CRM Customer Namespace : sap Application Namespace: sap Business Server Page (BSP) Application: crm_ui_frame 2008 SAP AG 11

12 7. Click Next and Finish 8. Open BSP iview for editing Property Category -- Launch in New Window Select Display in Separate window 9. Now goto Window Features under Property Category and add below Java script --- toolbar=no,resizable=yes,top=0,left=0,width='+screen.availwidth+',height='+screen.availheight+' 2008 SAP AG 12

13 Creating a Role Now create a role and assign BSP iview to this role 1. Content Administration Right click on your folder New Role give Name and ID Next 2. Now Add BSP iview to Role as Delta link 3. Assign these role to the user and login to portal and click on the role 4. CRM Web UI will be displayed in new window 2008 SAP AG 13

14 Integrate CRM Business Roles as Portal Roles Creating a folder Content Administration Portal Content Create a Folder CRM2007 and sub folder CRM Copy the PCD location path of CRM2007 folder 2008 SAP AG 14

15 Logon to CRM system goto SPRO transaction Click on SAP Reference IMG Goto SAP Implementation Guide Customer Relationship Management UI Frame work Portal integration Click on Upload Business Role SAP AG 15

16 Select the Business Role you want to export to portal under CRM business Role. Select the Business Role you want to export to portal under CRM business Role. Enter the path of the PCD folder created in portal A system with Alias SAP_CRM has to be available in Portal 2008 SAP AG 16

17 Enter a Path for Output file C:\ Click on Execute button will generate XML file on your local PC. Logon to Portal click on System Administration Transport XML Content and Actions Import Select Browse to select your previously created XML file Execute Goto Content Administration to check new PCD objects in your folders Content Administration Portal Content CRM2007 CRM folder 2008 SAP AG 17

18 You will find the CRM Role which is imported into Portal Now assign the CRM Portal Role to Your User 2008 SAP AG 18

19 Login to Portal and Select first level navigation entry CRM to access CRM business Content SAP AG 19

20 Related Content CRM WebClient UI integration with SAP NetWeaver Portal SAP Note Missing breadcrumbs in external CRM integration in portal Customer Relationship Management (CRM) For more information, visit the Portal and Collaboration homepage SAP AG 20

21 Disclaimer and Liability Notice This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade. SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk. SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document SAP AG 21