How to Integrate CRM 2007 WebClient UI with SAP NetWeaver ... · How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal . Applies to: Enterprise Portal, CRM 2007. For more
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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.
How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal
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
How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal
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.
How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal
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.
How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal
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+'
How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal
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
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.