Installation Checklist

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SAP CRM Sales 2.0 Mobile Application

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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Document History

Document

Version Description

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File and directory names and their paths,

messages, names of variables and

parameters, source text, and names of

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Keys on the keyboard, for example, F2 or

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1. Before you begin

This check list should be used in conjunction with SAP® CRM Sales Mobile Application Setup and Configuration Guide Release 2.0.1 (Setup Guide), Please copy and paste link in your browser,

https://websmp204.sap-ag.de/~sapdownload/011000358700000384602012E/Setup.pdf

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

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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.

No. Checklist Details Check

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?

See Test Below. 4 Has the SAP NetWeaver

Mobile Gateway Add-on SP07 CRMSPGY110 - SP07,

installed?

See Test Below.

5 Has the SAP ERP Add-on MCRMSERP 200;

(optional) Required only if Quotes and Sales Orders are created in ERP installed?

See Test Below.

6 Have you installed latest service pack (SP) available with SAP NetWeaver Mobile 7.1?

Mobile 7.1. and SAP NetWeaver Mobile 7.3)

Currently Gateway 1.1 to SAP NetWeaver Mobile is not supported on Enhancement package 1 of SAP NetWeaver

7 Referred to release note 1646514 for updated list of all mandatory notes to be applied on CRM MS Add-on 2.0?

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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.

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3.2 NetWeaver Mobile: Initial Setup of DOE

Please refer to “Section 3.1, Applying the Release and Information Note for Gateway 3.11.1 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: 1640076 – Release Information Note: SPS07 Gateway 1.1 to NWMobile 7.10

Consolidation Note: 1622579 – NW Mobile 7.10. Composite Note for 7.1 SP13

Correction Note: 1646015 – 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.

3.2.1 DOE Setup

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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?

 Active Services SICF

 Fully Qualified Domain Name 3 Configuring SAP NetWeaver

AS

 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 4 Setting Up Users in Data

Orchestration Engine?

 Authorizations

 Downloading Details into User Details Data Object

 Downloading Authorizations into User Authorization Data Object

 Activating Distribution Rules in SAP Basis 7.10

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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.

4.1.1 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?

 RFC to DOE from CRM

 RFC to ERP from CRM

 RFC to CRM from DOE 2 Have you assigned the RFC

Destinations for the three entities in Details columns?

 Logical System(CRM)

 DOE RFC Destination

 ERP RFC Destination 3 Have you Mapped Mobile Data

Objects to Backend BOs?

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.

4 Have you completed the integration with other components?

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. 5 Have you completed Setup of

Geo code for Near Me?

This step is required for all platforms except iOS,

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4.1.1.1 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.

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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 DefinedLanguages, 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.

4.1.3 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

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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?

4.1.5 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

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system uses to automatically enter partners in business transactions. The partner functions and access sequences you have defined are brought together here.

Have you defined Define Text Determination Procedure for Activity?

Customer relationship Management -> Basic Functions -> Text

Management -> Define Text Determination Procedure. .

Activities Customer Relationship Management

-> CRM Sales Mobile -> Transaction Data ->

Have you configured the Activity Download Criteria?

The download criteria is based on which business transaction data can be downloaded from the CRM server to the middleware.

Have you configured the Activity Exclusion Based on Status ?

By this activity you configure the activities that must be excluded from the Net Weaver Mobile CDS

Have you configured the Activity Notes ?

This task lets you maintain Activity Notes.

Have you configured the Activity Update parameters?

This task lets you maintain Activity Update Parameters.

Opportunities Customer Relationship Management

Have you configured the

Opportunity Download Criteria?

The download criteria is based on

which business transaction data can be downloaded from the CRM server to the middleware.

Have you configured the

Opportunity Exclusion Based on Status ?

In this task you configure the

opportunities that must be excluded from the Net Weaver Mobile CDS Have you configured the

Opportunity Notes ?

This task lets you maintain Opportunity Notes.

Have you configured the Opportunity update parameters?

This task lets you maintain Opportunity Update Parameters.

Leads Customer Relationship Management

Have you configured the Lead Download Criteria?

Have you configured the Lead Exclusion Based on Status ?

In this task you configure the leads that must be excluded from the Net Weaver Mobile CDS

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Have you configured the Lead Notes ?

This task lets you maintain Lead Notes.

Have you configured the Lead update parameters?

This task lets you maintain Lead Update Parameters.

Sales Order Customer Relationship Management

Have you configured the Sales Order Download Criteria?

Have you configured the Sales Order Exclusion Based on Status ?

In this task you configure the Sales Orders that must be excluded from the Net Weaver Mobile CDS

Have you configured the Sales Order Notes ?

This task lets you maintain Sales Order Notes.

Have you configured the Sales Order update parameters?

This task lets you maintain Sales Order Update Parameters.

Quotation Customer Relationship Management

Have you configured the Quotation Download Criteria?

Have you configured the Quotation Exclusion Based on Status ?

In this task you configure the Quotations that must be excluded from the Net Weaver Mobile CDS Have you configured the

Quotation Notes ?

This task lets you maintain Quotation Notes.

Have you configured the Quotation update parameters?

This task lets you maintain Quotation Update Parameters. Status Exclusion Filters and

Notes

Customer relationship Management -> CRM Sales Mobile -> Transaction -> Follow on control

Have you configured the Status Exclusion Filters?

To view any status exclusion transaction type, you will first need to configure it in the CRM core. Have you configured the Notes

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4.1.6 Follow On Control

Please refer to “Section 4.7, Follow On Control”of Setup Guide for more details

Customer relationship Management -> CRM Sales Mobile -> Transaction -> Follow on control

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?

4.1.7 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?

4.1.8 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?

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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?

Only Marketing Attributes maintained in this customizing will be used in mobile application

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?

Customer relationship Management -> Transaction > Settings for Opportunities -> Sales Methodology --> Questionnaire for Opportunities -> Define Determination for Questionnaires

3 Has the Enable Survey

customization maintained in SAP CRM Sales Mobile?

In this activity you maintain the Questionnaires which are relevant for CRM Sales Mobile application

4 Has Enable Attachments been maintained?

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

4.1.10 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

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Is Activate Data Synchronization active? Tcode = CMWC_SMW

4.1.10.1 Is Generation Status Active?

Tcode = GENSTATUS

4.1.10.2 Check Middleware Activation Mode

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4.1.10.3 Check Queue Daemon

Tcode = SMOHQUEUE

4.1.10.4 Is the Queue registered?

Tcode = SMQR

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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?

Have you Activated the following 3 services in transaction SICF?

 DOE_ESDMA_SOAP

 DOE_XSD_DATATYPE

 SDOE_ESDMA_APPLN_SETUP 5 Have you Run the ESDMA

Setup?

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4.2.1.2 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

4.3.1 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 1666071 for functional differences when integrating SAP CRM Sales mobile with CRM and ERP scenarios?

4.3.2 ERP Transactions for CRM Mobile

1 Have you maintained the ERP transaction types for

Quotation (AG) and Sales Order (TA)

Customer relationship Management -> CRM Sales Mobile -> ERP Transactions -> ERP Transaction Type Description

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 Types

3 Have you enabled the Delta Download

Run se38 and execute reports /MSE/MBO_SETUP

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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?

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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?

 Initial Load for Business Partners

 Initial Load for Products

 Initial Load for Transaction Customizing

 Perform Download

2 Have you coompleted the tasks

on right hand hand side for the Initial Down Load From

NetWeaver Mobile

 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

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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:

https://<hostname>.<domain>:<port >/scc

5.4.1 Device: Connection settings and subscribe (iPad example)

1. In the „Settings“; completed the

items listed in details?

 Server Name

 Server Port

 Farm ID

 User Name

 Activation Code

 Domain

2. Entered the PIN for Local DB Minimum of eight characters

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Installation Checklist

Applicable Releases:

SAP CRM Sales 2.0 Mobile Application

Version 1.0

April 2012

Document History

Typographic Conventions

Icons

Table of Contents

1.

Before you begin

2.

Required Software components

2.1

CRM Prerequisites and Add Ons

3.

Base Configuration

3.1

CRM Prerequisites and Add Ons

3.1.1

Test to Check Add On

3.2

NetWeaver Mobile: Initial Setup of DOE

3.2.1

DOE Setup

3.3

NetWeaver Mobile: Base Configuration Steps

4.

Application Setting

4.1

Backend CRM Configuration

4.1.1

Connectivity

4.1.1.1

Connectivity Test

4.1.2

Basic Settings

4.1.3

Sales Organization

4.1.4

Master Data

4.1.5

Transaction Types

4.1.6

Follow On Control

4.1.7

Initial Load for Transaction Customizing

4.1.8

Time Bound Restrictions for Transaction

4.1.9

Marketing, Survey, Attachments

4.1.10

Check CRM Middle Ware Settings and Queues

4.1.10.1

Is Generation Status Active?

4.1.10.2

Check Middleware Activation Mode

4.1.10.3

Check Queue Daemon

4.1.10.4

Is the Queue registered?

4.2

NW Mobile: Configuration Steps

4.2.1.2

ESDMA Packet Properly Installed?

4.3

Setup of ERP System

4.3.1

CRM / ERP Scenario

4.3.2

ERP Transactions for CRM Mobile

5.

Initial Settings

5.1

User Management

5.2

CRM: Initial Settings

5.3

NetWeaver Mobile: Initial Settings

5.4