Transfer Business Partner to Public Contact Directory

Use

This process explains the steps necessary to enable the transfer of business partner data from CRM to the public contact directory.

The synchronization of business partners with the public contact directory is bidirectional, that is, data from SAP CRM can be replicated to the Groupware user’s public contact directory, and vice versa.

We recommend that you limit the size of the message (block size) to 10 for loading business partners. To set the message block size, use the transaction R3AC1 and view the details of BUPA_MAIN. Choose Display -> Change and enter the value 10 in the Block Size field.

Prerequisite

You must have performed an initial load for all relevant Customizing objects.

For more information, see Loading the Customizing Objects to Groupware.

You have created a site using the Groupware Adapter 01 (mBDoc) site type and assigned all the subscriptions relevant for synchronization with the public contact directory to it.

For more information, see:

Create Sites for the Groupware Adapter

Creating Subscriptions for the Groupware Integration

Procedure

In the SAP CRM Easy Access Menu, choose SAP MenuArchitecture and TechnologyMiddlewareData ExchangeInitial LoadStart (Transaction R3AS).

The Start Initial Load screen appears.

In the Object section, enter BUPA_MAIN.

In the Data Flow section, in the Source Site (Sender) field, enter CRM.

Under Data Flow, in the Destination Site (Receiver) field, enter the name of the site that is based on the Groupware Adapter 01 (mBDoc) site type.

Choose Execute.

You must ensure that:

The queues of type ISP_D*, which process inbound groupware messages to the Groupware Adapter, are empty.

The queues of type ISP_D* are registered under the Queue IN scheduler.

The queues of type CRI* are registered under the Queue IN scheduler.

Result

A dialog box appears showing that the initial load is in progress. All messages are transferred to one of the ISP_D* queues and processed by MapBox.

All messages must be processed without any errors.

The business partners loaded from SAP CRM (business activities and tasks) are indicated in the Microsoft Outlook or Lotus Notes categories with the prefix CRM_BP <mySAP CRM Category>. You can edit these categories in SAP CRM Customizing under Customer Relationship ManagementCRM Middleware and Related ComponentsGroupware IntegrationMaintain Groupware Object Master Category List.

After the data transfer, the UserList.xml file in the SAP Groupware connector should contain all relevant business partners - that is, the employees who want to exchange data with the Groupware system. Once the data has been transferred, you should therefore check if the UserList.xml file contains all the relevant business partners.

If the file does not contain the necessary business partners, check the following:

Make sure that the business partner is maintained in the role Employee.

Make sure that an e-mail address is entered in the Communication (address-dependent communication) group box in the business partner data.

You then have to load the business partner again by means of an initial load. To do so, choose SAP MenuArchitecture and TechnologyMiddlewareData ExchangeInitial LoadStart (Transaction R3AS).