How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal

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How to Integrate CRM 2007

WebClient UI with SAP NetWeaver

Portal

Applies to:

Enterprise Portal, CRM 2007. 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.

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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...21

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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 2007.

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.

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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

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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

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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 Æ Services and you

can find the hostname and port for the HTTP record.

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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

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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

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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.

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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.

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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

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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+'

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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

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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

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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.

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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

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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

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You will find the CRM Role which is imported into Portal

Now assign the CRM Portal Role to Your User

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Login to Portal and Select first level navigation entry “CRM” to access CRM business Content.

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Related Content

CRM WebClient UI integration with SAP NetWeaver Portal

SAP Note 1175127 - Missing breadcrumbs in external CRM integration in portal Customer Relationship Management (CRM)

For more information, visit the Portal and Collaboration homepage.

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© 2008 SAP AG 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.

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