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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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

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You can select the additional CRM skin Follow Portal Theme. which is located in the header area of the CRM portal desktop. You can use the upload tool to generate an XML file of your business role.com | BOC . Features The portal integration offers the following features: • Aligned session management When you first navigate to SAP CRM from the portal. SAP COMMUNITY NETWORK © 2008 SAP AG SDN . when a portal session is finished.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. 2. 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. from SAP CRM to portal content. This XML file can be imported into SAP NetWeaver Portal to generate a portal role. a logon to SAP CRM starts.sap. all open CRM sessions are closed. A tool to export role definitions to XML. • Mapping of a portal theme to a CRM skin To align the look and feel of SAP NetWeaver Portal and SAP CRM. a data loss popup informs the users that they first need to save their changes.boc.sdn.sap. • Central search You can search for CRM applications in the central search.com | BPX .com 3 .bpx. CRM WebClient UI as External BSP Application 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. to display the CRM skin mapped to the portal theme in the mapping table. • Portal navigation with navigation highlighting The portal highlights the navigation target if you navigate from the portal navigation frame to SAP CRM. you can map a portal theme to its most similar CRM skin.sap. and importing this XML file to SAP NetWeaver Portal. You can generate a portal role from your business role by creating an XML file of your business role. or from one CRM iView to another (cross-component navigation).

System Administration – System Configuration – System Landscape 3. Logon to Portal 2.sap.System 4.How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal Procedure Creating a CRM System Object in Portal 1. Choose SAP System with Dedicated Application Server for SAP System as the template – Click next 5.boc.com 4 . Give System name and system id and description and click next 6.sap.bpx.com | BPX . choose New .sap. In the context menu of the System Landscape folder in the portal catalog.com | BOC .sdn. Click finish – Open object for editing SAP COMMUNITY NETWORK © 2008 SAP AG SDN .

SAP client.com 5 .sap.How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal Connector Properties 1. 3. Goto Property Category – Connector 2. Select SAP_CRM as System Type SAP COMMUNITY NETWORK © 2008 SAP AG SDN . Enter Application Host.boc. SAP system ID (SID). SAP System Number of your CRM 2007 system.sap.sap.com | BOC .bpx.com | BPX .sdn.

sap.boc.com 6 .com | BPX . Choose menu path GoTo can find the hostname and port for the HTTP record.com | BOC . Services and you SAP COMMUNITY NETWORK © 2008 SAP AG SDN .bpx. Property Category .sdn.sap. Logon Method – SAPLOGONTICKET 4.How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal User Management Properties 1. Property Category – User Management 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.Web Application Server (Web AS) 2.sap. Authentication Ticket Type – SAP Assertion Ticket 3. User Mapping Type – admin.user Web Application Server (Web AS) 1.

com | BOC .sap.bpx.boc.com 7 . Web As Path: /sap/bc/bsp/sap/ Note: For integrating BSP Application it compulsory to give WEB Application Server details while creating system object SAP COMMUNITY NETWORK © 2008 SAP AG SDN .sdn.sap.sap.com | BPX .How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal 3.

bpx.com | BPX .sap.How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal System Alias 1.sap. 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 SAP COMMUNITY NETWORK © 2008 SAP AG SDN .com | BOC .sap. Enter SAP_CRM as Alias Name and click on ADD – and Save System Object.boc.com 8 .sdn. Select System Alias under Display 2.

sap.com | BPX .sdn. Name & Id.e. right click and create a folder Fill the mandatory fields i. SAP COMMUNITY NETWORK © 2008 SAP AG SDN .bpx.com | BOC . 3. Click on Finish button.boc.com 9 .sap.How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal CRM Webclient UI as a External BSP Application Creating Folder Create a Separate folder for CRM in Portal Content 1. this will create a folder. Log on to the Portal 2.sap. Folder Id should be Unique and should not contain spaces & special characters. Go to Content Administrator -> Portal Content On the right side of Navigational Panel.

com | BOC .How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal Creating a BSP Iview For Integrating CRM Web UI we need to create a BSP iView.boc.com | BPX . 1. Choose SAP BSP iview from the template selection wizard and click Next.sap. 4. Content Administration -> Portal Content -> Right click on the folder you have created and choose New –iView 2. SAP COMMUNITY NETWORK © 2008 SAP AG SDN .com 10 .bpx.sap.sdn.sap. Choose iView template . Give Name and Description and click Next.create an iView from an existing iView template 3.

How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal 5.com | BPX .sap.bpx.com 11 .sap. Enter the required parameters • • • • System : SAP_CRM Customer Namespace : sap Application Namespace: sap Business Server Page (BSP) Application: crm_ui_frame SAP COMMUNITY NETWORK © 2008 SAP AG SDN . Select definition type as Application and click Next 6.boc.com | BOC .sap.sdn.

sap.availHeight+' SAP COMMUNITY NETWORK © 2008 SAP AG SDN .com | BOC .availWidth+'.sap.height='+screen.boc.resizable=yes.left=0.sap.bpx.Launch in New Window – Select Display in Separate window 9.com 12 .How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal 7. Now goto Window Features under Property Category and add below Java script --toolbar=no.sdn.width='+screen. Click Next and Finish 8.top=0. Open BSP iview for editing – Property Category -.com | BPX .

Assign these role to the user and login to portal and click on the role 4.boc. Content Administration – Right click on your folder – New – Role – give Name and ID – Next 2.sap. CRM Web UI will be displayed in new window SAP COMMUNITY NETWORK © 2008 SAP AG SDN .How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal Creating a Role Now create a role and assign BSP iView to this role 1. Now Add BSP iview to Role as Delta link 3.bpx.sap.com 13 .sap.com | BPX .com | BOC .sdn.

boc.com | BPX .sap.bpx.sdn.How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal 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 SAP COMMUNITY NETWORK © 2008 SAP AG SDN .sap.sap.com 14 .com | BOC .

com 15 .com | BOC .sap. SAP COMMUNITY NETWORK © 2008 SAP AG SDN .sap.sap.How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal 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.com | BPX .boc.sdn.bpx.

How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal 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 SAP COMMUNITY NETWORK © 2008 SAP AG SDN .com | BPX .bpx.com 16 .com | BOC .sap.sdn.sap.sap.boc. Select the Business Role you want to export to portal under CRM business Role.

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.sap.sap.boc.bpx.sdn. 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 SAP COMMUNITY NETWORK © 2008 SAP AG SDN .sap.com 17 .com | BPX .com | BOC .

bpx.boc.sdn.sap.com | BPX .com 18 .How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal You will find the CRM Role which is imported into Portal Now assign the CRM Portal Role to Your User SAP COMMUNITY NETWORK © 2008 SAP AG SDN .com | BOC .sap.sap.

sap.sap. SAP COMMUNITY NETWORK © 2008 SAP AG SDN .sdn.boc.How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal Login to Portal and Select first level navigation entry “CRM” to access CRM business Content.bpx.com | BPX .com | BOC .sap.com 19 .

com | BOC .com 20 .How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal Related Content CRM WebClient UI integration with SAP NetWeaver Portal SAP Note 1175127 .bpx.sap. SAP COMMUNITY NETWORK © 2008 SAP AG SDN .sap.sdn.sap.boc. visit the Portal and Collaboration homepage.com | BPX .Missing breadcrumbs in external CRM integration in portal Customer Relationship Management (CRM) For more information.

sdn. code or methods suggested in this document.sap. SAP responsible or liable with respect to the content of this document. SAP will not be held liable for any damages caused by using or misusing the information. including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP.com 21 .com | BPX .How to Integrate CRM 2007 WebClient UI with SAP NetWeaver Portal 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. 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. You agree that you will not hold.boc. SAP COMMUNITY NETWORK © 2008 SAP AG SDN . or seek to hold. and anyone using these methods does so at his/her own risk.bpx. Changes made based on this information are not supported and can be overwritten during an upgrade.com | BOC .sap.sap.

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