Integrating CRM WebClient into NWBC
This section deals with the integration of NWBC and CRM WebClient and provides a description of how the CRM WebClient can be called and executed in NWBC.
You need to perform the following steps:
1 Include the URL to SAP CRM WebClient UI in SAP ERP Role
The predefined NWBC roles can be used, if available (that is, if an SAP Best Practices version that supports NWBC has been installed in the ERP system). Otherwise, you can use an existing standard role or create a new role.
1.1 Find out the CRM Object Type You Want to Link
For the user to be able to access a single CRM object type such as a Lead or an Opportunity, you need to find out the name of the object type first. If you only want to add a general logon link to CRM into ERP, you can skip this section.
Access the activity using the CRM transaction code BSP_DLC_SDESIGN. In the list, you can see the standard object types that you can access using a URL.
1.2 Add the Link from ERP to CRM
To provide the user with system access, add the link from ERP to SAP CRM:
Access the activity by using transaction Role Maintenance (PFCG).
If a new role has to be created, enter a role name in the Role field and choose Create Single Role. Otherwise, enter the name of an existing role and choose Change.Note
If an SAP Best Practices package has been installed in the ERP system you can use the existing role for the sales person (SAP_BPR_SALESPERSON-E).
On the Menu tab page, choose Create Folder and enter a name for the folder. The name of this folder is the name of the link in the locator in NWBC.
In this new folder, create an object by choosing Add other object.
Select the URL type called Web Address or File.
Define the field parameter Text. This given name is the name of the displayed URL link in NWBC.
Define the field parameter Web Address or File and enter the URL of the SAP CRM service. To find the host and port in the SAP CRM system, use transaction ICM Monitor (SMICM) and follow the menu path . Check that the complete path to the service is activated by using transaction HTTP Service Hierarchy Maintenance (SICF).
The URL has the following syntax:
If you want to provide the user with a link to a specific object type, add this syntax to the URL:
&crm-object-type=<Object Type>&crm-object-action=<intended action>
The object type was found in step 1.1 Find out the CRM Object Type You Want to Link and the intended action is encoded as follows: A = Search, B = Display, C = Edit, D = Create.
For example (Create Opportunity):
To add the users who need to access the SAP CRM system, use the User tab page in NWBC, or transaction User Maintenance (SU01). In each case, you have to perform a user comparison afterwards on the User tab page of transaction PFCG. To go directly to the role, double-click the role in transaction SU01.
2 Set up the Connection Between ERP and CRM
SAP logon tickets can be used if you want to directly access the WebClient UI inside NWBC from the ERP application without having to re-enter a logon user and password.
The connection between the ERP system and the CRM system by using SAP NWBC is based on Single Sign-on (SSO) functionality. This means that the certificate of the ERP system needs to be propagated in the CRM system and the user ID has to be identical in the ERP system and in the CRM system.
2.1 Configure the ERP System
Access the activity by using transaction Trust Manager for Logon Tickets (STRUSTSSO2).
Choose the folder System PSE.
Double-click the certificate in the System PSE / Own Certificate/ Owner window.
The certificate is displayed in section Certificate (fields: Owner, Issuer, Serial Number, Valid From, Valid To, and Check Sum).
Export the certificate to a file by choosing the Export Certificate pushbutton.
Save the file on local hard disk using file format binary and file ending *.der. (Ensure that the folder path is not too long - for example, you can save it directly under C:\*.der or C:\Temp\*.der).
2.2 Configure the CRM System
Access the activity by using transaction STRUSTSSO2.
Choose the Import Certificate in the Certificate section of the folder System PSE.
Upload the system certificate of the ERP system that you exported to your hard disk in the previous step, again using binary file format, for example from C:\*.der.
Add the certificate to the certificate list by choosing the Add to Certificate List pushbutton in section Certificate.
Add the certificate to the access control list (ACL) by using the Add to ACL pushbutton in section Certificate.
Specify the corresponding system ID (SID) and the client in the dialog box and confirm the entry.
Save your entries.
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