CRM WebClient UI & Netweaver Enterprise Portal Integration

CRM WebClient UI & Netweaver
Enterprise Portal Integration

CRM WebClient UI & Netweaver Enterprise Portal Integration

Contents
INTRODUCTION ......................................................................................................................................... 4
External Integration .................................................................................................................................. 4
Architecture ....................................................................................................................................................... 4
Tight/Classic Integration ........................................................................................................................... 5
Architecture ....................................................................................................................................................... 5
Integration via OBN ................................................................................................................................... 6
PRACTICAL EXAMPLES ............................................................................................................................... 7
External Integration .................................................................................................................................. 7
Map an existing CRM system to Enterprise Portal ............................................................................................ 7
Create an iView ................................................................................................................................................ 12
Create a Portal Role ......................................................................................................................................... 14
Map iView to the Portal Role ........................................................................................................................... 15
Create a Portal user and assign it a Portal Role .............................................................................................. 15
Testing ............................................................................................................................................................. 17
Tight or Classic Integration ...................................................................................................................... 18
Portal Highlighting ........................................................................................................................................... 19
Configuring Portal and CRM ............................................................................................................................ 20
Work Protect Mode (Data Loss Popup) ........................................................................................................... 25
Business Packages (why do you need them) ................................................................................................... 26
Configure CRMs Mast Head to Appear in Portals iView ................................................................................ 26
CRMs Central Search ...................................................................................................................................... 26
Mapping CRM Skin to Portal Theme ................................................................................................................ 27
Setting the Portal for Business Role Upload from CRM ................................................................................... 27
Exporting Business Role from CRM .................................................................................................................. 30
Importing XML file in Portal ............................................................................................................................. 31
Use the Existing Role Portal Role ..................................................................................................................... 33
3
Assigning Portal Role to User .......................................................................................................................... 33
Testing ............................................................................................................................................................. 34
Clarification and Tips ............................................................................................................................... 34
INTERESTING NOTES ............................................................................................................................... 35
OSS MESSAGE/INCIDENT OPENING TIPS .................................................................................................. 36

4
Introduction
During my experience in SAP, I have come across a number of incidents where customers are having issues
integrating CRM (Customer Relationship Management) and EP (Netweaver Enterprise Portal). More often
the reason is that EP is maintained by a different team, having different set of expertise compared to the
team looking after WebClient UI & CRM. In this document I will try to cover two out of three ways to
integrate them, along with some tips, interesting SAP Notes and things to consider when opening an OSS
incident/message. The examples within this document are based on CRM EhP 2 with Enterprise Portal 7.20.
So what are the three ways we can integrate CRM into EP:
1. External Integration
2. Tight/Classic Integration
3. Integration via OBN
External Integration
This is the easiest of all the three approaches. EP is used as an entry point to launch CRMs WebClient UI in
a separate browser window and is responsible for session tracking (login/logoff etc.). CRMs WUI is
launched in a separate bowser window and acts as a standalone application minus the logoff button. The L-
Shape is maintained and so is the masthead (Help Center, Personalize etc.). You will also be able to see the
back and forward buttons and also Recent Items. Most importantly this is THE ONLY SCENARIO that
supports IC based Business Roles. If you would like the user to have access to multiple Business Roles, this is
the type to use.
Architecture
The CRM Web Client BSP is called via the portal Application Integrator service:

5
In contrast to CRM 5.0 where PC-UI was designed to be running in Portal, the CRM Web Client was
originally designed to run standalone (without portal). In CRM standalone navigation, data loss handling,
history ... already exists and in the Portal integration we reuse these features if possible and
enhanced/exchanged if required.
Tight/Classic Integration
When you want to display WebClient UI inside EPs iView this form of integration is the answer. The L-
Shape and the masthead belong to EP. You can also integrate CRMs masthead iView to include "Help
Center", "Personalization" and "System News. In order to avoid the confusions we decided to name them
with CRM as prefix. The back and forward buttons not only keep track of navigation inside the CRM but that
of the Portal as well. You can only display one Business Role at a time, as it is exported in a form of an XML
file which is then imported into the Portal. You can also map Portal theme to a CRM skin.
Architecture
The visible logical link ID of the CRM navigation bar corresponds to a portal iView. Therefore the XML
Export Tool generates the structures according to CRM navigation bar customizing.
The Object Type/Action corresponds to the portal OBN metadata Business Object/Operation.
There are two different kinds of navigation when CRM is running in the Portal:
Navigation via link in portal L-shape -> Portal tells CRM where to go to (via URL parameter crm-
logical-link)
Cross Component Navigation (inside CRM) -> CRM navigates always without portal and uses java
script to tell portal what to highlight (what to highlight results from roles specific OBN meta data).
The CRM roles cross component customizing corresponds to the portal roles OBN metadata. And a
field in navigation bar customizing defines what to highlight for what object type/action.

6

Integration via OBN
OBN stands for Object Based Navigation. If you want to limit the users to a specific view(s) and not the
standard navigation bar or Business Role this is the one you should use. OBN is beyond the scope of this
document and does not fall under the standard CRM+Portal integration.

7
Practical Examples
We will now cover the steps in the two scenarios that are supported in this document:
External Integration
In this chapter we will map a CRM system to the Portal, create an iView, create a Portal Role, create Portal
users and connect the dots as we progress.
Map an existing CRM system to Enterprise Portal
1. Login to EP with a user with admin rights.
2. Click on System Administration tab and then on System Configuration
3. Double click on System Landscape (if not already there)
4. Expand Portal Content
5. Right click and select New -> System (from template)

6. Select SAP system using dedicated application server or SAP system with load balancing as per
your requirement and click on Next

8
7. Fill out System Name and System ID and Master Language and click Next

8. Verify the information and click Finish

9. Now you should be able to see a new subfolder under System with you newly created system
name. Click on the OK button to be ready to configure the system details

10. Access CRM backend and execute transaction SMICM. Once there click on the 3
rd
icon (Services). If
you have both HTTP & HTTPS configured for your CRM system, select the appropriate one (NOTE:
Ensure that both CRM and EP are using the same protocol HTTP or HTTPS, otherwise you will
encounter a lot of issues due to domain relaxation) and click on Details and note down the Host
9
Name and Port information

11. Now execute transaction SCC4, on the CRM backend, double click on the correct client and note
down the correct Logical System name

10
12. Fill out the system details based on the information obtained in steps 10 & 11 and click on Save

13. Web AS Path has to be /sap/bw/bex (ensure that this service is activated on the corresponding
CRM system in transaction SICF)

11
14. Right click on the system that you have just created and click on Open -> System Aliases and create
a system alias. This step is necessary for user mapping and click on Save

15. Click on the dropdown and select Connection Test. Select SAP Web AS Connection and ITS
Connection and click on Test to verify connectivity between EP and target CRM system & its ITS

12
Create an iView
1. Now we have to create the link (tab) in the Portal which will be visible to the end users, and this
link will be mapped to the target CRM system. To do so create a new folder in Content
Administrator -> Portal Content. Lets call it Sandbox

2. Inside the Sandbox folder create another folder. Lets call it CRM_Ext for now.
3. Now we will be creating an iView. To do so right click inside the CRM_Ext folder and select iView
and iView Wizard will be launched

13
4. Click on Next. In the next screen scroll down and select SAP BSP iView and click on Next

5. Enter a meaningful name and ID for the iView. This will be name of the tab that will be displayed.
For the sake of simplicity you should name it the same. Click on Next
6. BSP Definition Type should be Application. Click on Next

7. Ensure that you maintain the following:
a. Application Parameter crm-ext-integration=true (this is necessary for back & forward
buttons etc)
b. Business Server Page (BSP) Application should be CRM_UI_START
c. Start Page should be set to default.htm
14
d. System should be mapped to the one you created earlier.

8. On the next screen check Open for editing when wizard completes and click on Finish
9. When the iView opens for editing set URL-Based Session Tracking to No (For CRM 7.0 and above
this has to be No. For CRM 2007 it has to be Yes).

10. Entry Point = Yes

11. Click on Save
Create a Portal Role
1. Now we will create a Portal Role and assign the newly created iView to that role
15
2. Inside the same folder that you created the iView in, right click and select New->Role

3. Enter meaningful Role Name & ID and click on Next and then Finish
Map iView to the Portal Role
1. Once the Role is created, right click on the iView and select Add iView to Role -> Delta Link

2. Map the iView to the Role you created a few steps ago and click on Save
Create a Portal user and assign it a Portal Role
1. Now it is time to create a Portal user and assign them this particular Role. To do so click on User
Administration -> Identity Management and click on Create User

16
2. Fill out the information in the General Information tab

3. Click on Assigned Roles tab and search for the Role that you created. Select it and click on the Add
button and then click on Save

17
Testing
1. Logout from the Portal (if necessary as IE8 and above shares sessions) and log back in again
with the new user that you have created

2. You will see a tab with the name of the iView that you created

18
3. Once you click on it, CRM WebClient UI will open in a separate browser window

Tight or Classic Integration
In this chapter we will cover launchings CRMs WebClient UI to launch within the Portals iView. We will use
the same CRM system that we have defined in the previous section. The steps will include exporting the
XML file from the CRM system, Portal Highlighting, mapping CRM skin to Portal theme and also including
CRMs Masthead. For this example we shall use standard CRM Business Role SALESPRO. Before we go
ahead with the configuration it need to be clarified that in this type of integration, the BSP application
CRM_UI_PORTAL and its application controller class CL_CRM_PORTAL_APPL_CONTROLLER will be used.
This class contains many implementation parts that differ from the standalone code. The mentioned class
and the standalone implementation use the same super class. This super class already contains important
methods for synchronizing the history entries. All JavaScript functions are combined in the file
//CRM_UI_PORTAL/portal_oo.js.
19

Portal Highlighting
Portal Highlighting is a feature that is only available in Portal. WebClient UI does not offer highlighting. You
can define which entries are highlighted in the cross-component navigation in the portal. Highlighting will
only work if Portal has 1:1 relationship with the CRM backend. Otherwise you might get an error "RFC
connection between CRM and portal is not correctly configured". Most probably not the best error
message. You can suppress this message (see Interesting Notes section). Highlighting means the special
marking of an object to distinguish it from others, for example, color, bold border, and so on. Each Business
Role has a corresponding Navigation Bar Profile that is assigned to it. So for Business Role SALESPRO the
Navigation Bar Profile is SLS-PRO.
You can define highlighting in the CRM for Portal in IMG Customer Relationship Management -> UI
Framework -> Technical Role Definition -> Define Navigation Bar Profile:
Select your business role under Define Profile and select one of the following folders:
Under Define Generic OP Mapping, you can enter the logical link in the field Highlight.
Under Override Generic OP Mapping for Component, you can define the highlighting for exceptions
of single components.
Example:
Business Role: Sales Professional
Navigation Bar Profile = SLS-PRO
Object Type: BP_ACCOUNT
Object Action: Display
Target ID: MD-BP-OV
Highlight: MD-BP-SR
-> the logical link to be highlighted is the Account search page.
You enter a logical link in the Highlight field; this logical link needs to be assigned to a work center in the
same navigation bar profile. The system evaluates the logical link entered in this field and highlights the
corresponding work center in the portal. No entry in the Highlight field means that there is no highlighting
of cross-component navigation. The CRM backend has to call a web service of the portal to do a correct
20
highlighting of the (portal) menu entries. For this an RFC connection with a logical port is necessary and
both systems have to trust each other. If anything is not configured correctly the highlighting will not work
completely and an error message will occur within the CRM views. Nevertheless you can work with the
CRM content. Note:
Configuring Portal and CRM
In this step we will configure CRM system in Portal and create RFC destination from CRM back to Portal.
1. Ensure that the System Alias is configured for your CRM system in EP (we have already done this in
the previous chapter). In EP click on System Administration -> System Configuration -> System
Landscape -> Portal Content -> System. Double Click on the CRM system. From the Display
dropdown select System Alias

Or you can simply right click on the system name and select System Alias

21

2. Now we are going to create a connection from CRM backend to the Portal. Execute transaction
SM59 on CRM backend.
3. Expand HTTP connections to External Servers
4. Click on New
5. Enter the following settings under Technical Settings tab
a. RFC Destination = CRM_EP_DEST (this has to be entered exactly like that)
b. Description 1 = enter a meaningful description
c. Target Host = Fully qualified host name of your Portal
d. Service No.= port number of your Portal
22
e. Path Prefix = /irj/servlet/prt/soap/OBNWebService?style=doc_lit (this has to be entered
exactly like that)

6. Enter the following settings under Logon & Security tab
a. Deactivate Basic Authentication
b. Select Send Logon Ticket Without Ref. to a Target System
23
c. SSL would depend on your landscape

7. Save your settings
8. Now we have to create a logical port for OBN for highlighting. Execute transaction LPCONFIG
(Maintain Logical Ports). You may get a popup stating that the transaction may be obsolete. Please
disregard it and continue
9. Enter the following settings and click on the create/new button
a. Proxy Class = CO_WDR_OBNWEB_SERVICE
b. Logical Port = CRM_EP_DEST

c. Provide a meaningful description
24
d. Under General Settings -> click on the Calls Parameters tab
HTTP Destination = CRM_EP_DEST

e. Click on the Operations tab
f. There should be 7 entries. Maintain the following SOAP Actions for them (Consult Note
1224422). Ensure that you enter the SOAP Actions including the

Operation SOAP Action
GET_DEFAULT_TARGET "prt:service:com.sap.portal.obnwebservice.OBNWebService.OBNWebService/getDefaultTarget0"
GET_DEFAULT_TFO "prt:service:com.sap.portal.obnwebservice.OBNWebService.OBNWebService/getDefaultTFO0"
GET_TARGETS "prt:service:com.sap.portal.obnwebservice.OBNWebService.OBNWebService/getTargets0"
GET_TFO "prt:service:com.sap.portal.obnwebservice.OBNWebService.OBNWebService/getTFO0"
IS_TARGET_EXIST "prt:service:com.sap.portal.obnwebservice.OBNWebService.OBNWebService/isTargetExist0"
IS_TARGET_EXISTS_FO "prt:service:com.sap.portal.obnwebservice.OBNWebService.OBNWebService/isTargetExistsFO0"
TEST_DATA_TRANSMIT "prt:service:com.sap.portal.obnwebservice.OBNWebService.OBNWebService/testDataTransmit0"

g. Save and Activate the port

10. Export and import of certificates for SSO are beyond the scope of this document. However you can
take a look at Note 1083421

25
Work Protect Mode (Data Loss Popup)
As you may already know WebClient UI has a data loss popup. Similarly Portal has its own data loss popup.
In order to avoid conflict or multiple data loss popups, Work Protect Mode has to be set in the Portal.
1. Logon to Portal
2. Click on System Administration -> System Configuration -> Service Configuration

3. Expand Applications -> com.sap.portal.epcf.loader -> Services
4. Double click on epcfloader.
5. Enter the following settings
a. workprotect.mode.default = 3
b. workprotect.mode.personalize = on
c. workprotect.window.features = empty

26
d. Click on Save
Business Packages (why do you need them)
Portal has its own masthead. You may have a requirement to display links from CRMs masthead, for
example Help Center, System News etc. and CRMs Central Search. To do so you would need to install the
following packages in your Portal:
BP CRM FOUNDATION CODING
BP CRM FOUNDATION CONTENT
BP CRM APPLICATION CONTENT
BP CRM APPLICATION CODING

To get the CRM Business Package for portal integration, please go to http://service.sap.com/swdc. Expand
Support Packages and Patches -> click on Search for Support Packages and Patches. In Search term filed
enter 'BP CRM Foundation' (without quotes) and trigger the search. And then in Search Term filed enter 'BP
CRM APPLICATION' (without quotes) and trigger the search. Installation of Business Packages are beyond
the scope of this document and you should contact your Portal experts for assistance.
Configure CRMs Mast Head to Appear in Portals iView
Once the Business Packages are installed you can perform the following steps to display CRMs Mast Head.
In addition to standard portal functions (Log Off, Personalize, and Help) the CRM Masthead iView contains
links that lead to the following CRM functions (to avoid the confusions SAP has decided to name them with
CRM as prefix:
CRM Personalization
CRM Help Center
CRM System News
You can either hide or display these links
1. Select Content Administration -> Portal Content
2. Expand Portal Content -> Content Provided by SAP -> specialist -> CRM Foundation -> CRM
Masthead
3. Choose the following links and select Yes if you want to display them
a. Show Link in Masthead: CRM Help Center
b. Show Link in Masthead: CRM Personalize
c. Show Link in Masthead: CRM System News
CRMs Central Search
The CRM Tools iView which contains the CRM central search contains CRM-specific properties that are
grouped under the property category CRM Portal. It is here where you can define the settings for the CRM
central search.
1. Select Content Administration -> Portal Content -> Content Provided by SAP -> specialist -> CRM
Foundation
2. Double click on com.sap.crm.fnd.crmfoundation
3. Select CRM Tools
4. Select the property category CRM Portal
27
5. Here you can define properties like CRM System Alias, Enable KM Search in CRM Central Search,
Use Dropdown Boxes or Dynamic Behavior, Use Generic Error Messages, Width etc
Mapping CRM Skin to Portal Theme
CRM WebClient UIs look and feel compared to the Portal is quite different. However a mapping table
CRMC_THEME_TO_SKIN between CRM skin and Portal theme is pre-delivered and can be changed.
1. Execute transaction SPRO on the CRM backend
2. SAP Reference IMG -> Customer Relationship Management -> UI Framework -> Portal Integration ->
Map Portal Theme to CRM Skin

This is only evaluated if in Personalization checkbox "Follow Portal Theme" is checked a new field in
Personalization view. The portal theme name is retrieved from URL parameter crm-portal-theme and in
CL_THTMLB_PERSONALIZATION, method GET_SKINS it checks whether it is launched from the Portal and
"Follow Portal Theme" is personalized. Only then the mapping portal theme - CRM skin is called to get the
mapped CRM skin.
Setting the Portal for Business Role Upload from CRM
As I mentioned earlier, that for tight/classical integration we have to export the Business role from CRM.
But before we do that we need to get a container (PCD) ready on the Portal side. Once that is done we use
the export tool of CRM to generate the XML file. The generation is role based. You enter CRM business role
together with other parameters, and then start the report, which examines the navigation bar structures,
28
extract the required data and writes it to the XML. The user can decide whether the generated work
centers are displayed in the detailed navigation, in the second or first level of the top-level navigation bar in
the Portal. Note: It has no multi-language support - only one language can be exported from CRM and
imported to Portal.

1. In Portal click on Content Administration -> Portal Content
2. Right click and click on New -> Folder

29
3. Give it a meaningful name & ID (for our example we will name it Sandbox)

4. Select Sandbox (or the folder that you have just created and right click -> New -> Folder (to create a
new sub-folder)

5. Give it a meaningful name & ID (for our example we will name it CRM Roles)

30
6. The PCD path for this newly created folder is the one that we will use when we generate the XML
file in CRM (pcd:portal_content/Sandbox/CRM_Roles)

Exporting Business Role from CRM
Now we are ready to generate an XML file based upon the Business Role of our choice from CRM.
1. Login to CRM backend
2. Execute transaction SPRO -> SAP Reference IMG -> Customer Relationship Management -> UI
Framework -> Portal Integration -> Upload Business Role

3. Fill out the following information
a. CRM Business Role = SALESPRO (select any non-IC based Business Role of your choice)
b. Generate = leave the settings as default
c. Path in PCD = pcd:portal_content/Sandbox/CRM_Roles (or the one you created)
31
d. Main Folder Name = CRM_Roles (or the one you created in Portal)
e. CRM System in Portal = The CRM system that you configured in Portal in step Configuring
Portal and CRM
f. Collection = DEFAULT_COLLECTION
g. Path = where you want to export the generated XML file

h. Click on execute button

Importing XML file in Portal
Now we have to use Portals import tool
1. Login to Portal
2. Click on System Administration -> Transport ->
32
3. Double click on Import
4. Click on the browse Button to browse to the path where you have saved the generated XML file

5. Click on Execute

33
Use the Existing Role Portal Role
You can use the existing Role that was uploaded with the iView instead of creating a new one.

Assigning Portal Role to User
For our testing purposes we will assign the newly created role to the user.
1. Click on User Administration -> Identity Management and search for user testuser

2. Click on Modify button
34
3. Click on Assigned Roles tab and search for the Role *SALESPRO*. You will find a Role by the
description CRM

4. Click on Add and then Save
Testing
Logout of Portal and log back in again with testuser. You can now see a new tab called CRM. By clicking on
it you will be able to launch CRMs WebClient UI in Portals iView

Clarification and Tips
Unlike CRM WebClient UI where an entry is added to the history when you navigate away from the
view, in Portal an entry is added to its history as soon as you navigate to a particular view. Portal
not only stores history of navigation within a particular iView but also the history of cross iView
navigation. If you encounter an issue with history you should put a breakpoint in class
CL_CRM_PORTAL_APPL_CONTROLLER method GET_HISTORY_STATE ()
If you encounter an issue where either by navigating away from CRMs iView (tight integration), or
by closing the CRMs WebClient UI window (external integration) the SSO2 cookie is destroyed, and
35
would like to narrow down as to who the culprit is (CRM or Portal), you can do a test modification.
The place would be BSP CRM_UI_START/crmuifServer.js. Comment every call of delSsO2Cookie.
This way you can at least prove whether it is the CRM that is deleting the cookie.
The login to the portal puts the authentication cookie MYSAPSSO2 into the browser cache. This
cookie is valid for a certain domain. The cookie is attached to each and every request from the
browser to any target in the validity domain. Now it depends a bit on your browser version and on
how you open the new window.
If you just use File -> New Window, then the cookie is shared with the new window.
If you start new IE session by Start -> Programs -> Internet Explorer, then it is a completely
separate session. The cookie is not shared.
If you have IE8 then you can use File -> New Session, which is similar to the second list
item.
Now if the cookie is shared, then the browser will attach it to the CRM request. The CRM server
detects the cookie and sees that it was originally issued by the portal system. As the CRM system
does not trust the portal system it does not allow the cookie for authentication and the login page
is displayed. So either you should set up a trust relationship or use separate sessions.
If you would like to display Ajax Framework Page, your WEBCUIF release should be atleast 701 and
above and Enterprise Portal 7.30 or higher.

Recent Items that are displayed in WebClient UI and CRMs favorites are not supported in
tight/classic CRM + Portal Integration, as the Portal takes over the navigation the back and forward
buttons keep track of the history, and keeps track of its own favorites.
Interesting Notes
1353456 How to launch the WebClient UI from the portal (7.0)
1175590 How to launch IC WebClient from the portal (2007)
625351 MYSAPSSO2 cookie will be deleted completely when
941880 Print button is inactive in CRM Portal application
914889 User's Portal Session cookie needs to be terminated
701205 Single Sign-On using SAP Logon Tickets
36
654982 URL requirements due to Internet standards
550742 FAQ: General questions about Single Sign-On
1045035 Cookie MYSAPSSO2 is deleted
1365586 Simplify Portal Detection
1436653 Broken link "1x1.gif" in external CRM integration in portal
1114564 Closing ICWC from portal does not delete sessions from sm04
1318994 Hanging session when IC webclient is closed from the
1230346 ITS sessions hang if IC WebClient runs within Portal
1096353 Locks remain in CRM
1029194 Portal - Integrated ITS - Session Management
1027676 Problems using SAP Web dispatcher and Apache proxy
604599 BSP: Session is not terminated by the Portal
1147394 Error message "Session timeout" when using Portals
1427190 ABAP sessions are displaced for applications in the portal
1175127 Missing breadcrumbs in external CRM integration in portal
1478094 CRM IC: Framework, Portal integration, kill worker session
1536436 New CRM portal window with error about session mismatch
755947 Session Release Agent - Guest Access (logoff brings to logon)
1175127 Missing breadcrumbs in external CRM integration in portal
947376 Troubleshooting JCo and AdaptiveRFC in Web Dynpro for JAVA
1486002 Generate session url data for use in thtmlbCSessionURL (requested session does not match
the current session)
1643446 Nonsecure Content Warning For Theme Resources When Calling the Portal Via a Load
Balancer / Reverse Proxy
1803630 BSP Portal Session Termination doesn't work correctly
1772736 Getting Netweaver Login screen when users trying to logoff
1898854 Error: RFC connection between CRM and portal is not correctly configured
1911070 Logoff and Back/forward buttons missing in WebClient UI or Solution Manager
1566833 SAP CRM running in SAP NetWeaver Portal: Simple Search
1253217 Duplicate entries in breadcrumbs history
1277211 Missing update of BreadCrumb history
1130396 Portal History - Corrections
1266752 Portal History: JavaScript Error
1276652 Incorrect Behavior of Portal Back
1604669 URL parameters of history entries have wrong format
OSS Message/Incident Opening Tips
If you are unable to resolve the issue you are facing and need to open an OSS message for SAP kindly
ensure the following:
1. For internal and external integration issues open message under CA-WUI-EP
2. If you are using OBN then you should open a message under EP-PIN-NAV component
3. If you are using an IC based Business Role and your requirement is for it to launch within
the Portals iView rather than in a separate browser window, IT IS NOT SUPPORTED
4. If you launch CRM within the Portals iView and see a list of Business Roles, then you
configuration is incorrect. It should be external integration. Chances are that your iView is
configured incorrectly
37
5. Always try to reproduce the issue in CRM standalone. If you can duplicate the problem,
then the issue is not with Portal and you can open an OSS message under the
corresponding component
6. Ensure that both Portal and CRM are using the same protocol, reside in the same domain
and are in the same Security Zone (IE)
7. Launching either Portal or WebClient UI using IP addresses instead of FQHN (fully qualified
hostnames) is not supported
8. When opening a message be sure to
- advise which Portal system SAP should connect to
- its target CRM system
- detailed steps to duplicate
- PCD path to the iView
- provide a user that has Admin access to the Portal to check the iView configuration
- a backend CRM user with authorization to check customizing & debugging
- make sure that both the Portals URL and the corresponding URL of CRM are
accessible over SAPROUTER
- duplicate and record the issue using HTTP Watch and attach it to the message

www.sap.com
2013 SAP AG. All rights reserved.
SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP
BusinessObjects Explorer, StreamWork, SAP HANA, and other SAP
products and services mentioned herein as well as their respective
logos are trademarks or registered trademarks of SAP AG in Germany
and other countries.
Business Objects and the Business Objects logo, BusinessObjects,
Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and
other Business Objects products and services mentioned herein as
well as their respective logos are trademarks or registered trademarks
of Business Objects Software Ltd. Business Objects is an SAP
company.
Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL
Anywhere, and other Sybase products and services mentioned herein
as well as their respective logos are trademarks or registered
trademarks of Sybase Inc. Sybase is an SAP company.
Crossgate, m@gic EDDY, B2B 360, and B2B 360 Services are
registered trademarks of Crossgate AG in Germany and other
countries. Crossgate is an SAP company.
All other product and service names mentioned are the trademarks of
their respective companies. Data contained in this document serves
informational purposes only. National product specifications may vary.
These materials are subject to change without notice. These materials
are provided by SAP AG and its affiliated companies ("SAP Group")
for informational purposes only, without representation or warranty of
any kind, and SAP Group shall not be liable for errors or omissions
with respect to the materials. The only warranties for SAP Group
products and services are those that are set forth in the express
warranty statements accompanying such products and services, if
any. Nothing herein should be construed as constituting an additional
warranty.
.

CRM WebClient UI & Netweaver Enterprise Portal Integration

Transféré par

Informations du document

Titre original

Copyright

Formats disponibles

Partager ce document

Partager ou intégrer le document

Options de partage

Avez-vous trouvé ce document utile ?

Ce contenu est-il inapproprié ?

Droits d'auteur :

Formats disponibles

CRM WebClient UI & Netweaver Enterprise Portal Integration

Transféré par

Droits d'auteur :

Formats disponibles

CRM WebClient UI & Netweaver

Enterprise Portal Integration

Vous aimerez peut-être aussi