Settings for Customer Relationship Management on SAP Gateway

SAP Gateway Customer Relationship Management (CRM) application is a comprehensive solution for managing your customer relationships from any device or platform.

Creating Roles

You must create roles for SAP CRM and assign these roles to the CRM GSDO group. The CRM SAP Gateway users should be assigned to these roles so that they can use SAP Gateway services. For this:

Identify the list of SAP CRM systems on which the functionality should be accessible by SAP Gateway.
Create system alias for each of these systems.
For each of these systems, define a role for which the administrator should assign the list of users (who has access to execute the functionality)
Note
1. You must be an SAP Gateway administrator or have an SAP user administrator to create the roles.
2. The roles must be defined/created on the SAP Gateway server.
3. If there is only one SAP CRM system and all the users on SAP Gateway should be able to access CRM functionality on this SAP CRM system, then role creation and assigning of roles to GSDO groups is optional but this is not recommended.

To create roles, proceed as follows:

Open transaction pfcg in the SAP Gateway system.
Enter a name for the role in the Role field.
Choose Single Role.
Save the Role.
Choose the Authorization tab.
Choose Change Authorization.
Choose the template mentioned in the Role Templates section.
Choose Generate to create a new role.

For information on changing roles, see the SAP NetWeaver documentation about Changing Standard Roles.

Role Template

Use the predefined role templates mentioned in the table below to create user roles for SAP Gateway CRM:

Template Name	Template For
/IWCNT/RT_USER_ACT	SAP Gateway CRM Activity Management
/IWCNT/RT_USER_ACCNT	SAP Gateway CRM Accounts
/IWCNT/RT_USER_CONT	SAP Gateway CRM Contacts

Authorization

The user must have the following authorizations to access SAP Gateway system to use the CRM Scenarios:

Service	Authorization Object	Authorization Values
/IWCNT/SG_ACTIVITY_0001	`S_SERVICE`	SRV Name – `A3CB8ED503F16F11D97BEA06BB41E0` SRV Type – `HT`
/IWCNT/SG_ACTIVITY_0001	`S_TCODE`	TCD – `SICF`
/IWCNT/BP_ACCOUNT_0001	`S_SERVICE`	SRV NameA8172704E2C058CDF94DD331FDB141 SRV Type-HT
/IWCNT/BP_ACCOUNT_0001	`S_TCODE`	TCD – `SICF`
/IWCNT/BP_CONTACT_0001	`S_SERVICE`	SRV NameF3B52FB30DB35EC0A377ADD15084C9 SRV Type-HT
/IWCNT/BP_CONTACT_0001	`S_TCODE`	TCD – `SICF`

While creating role templates in the SAP CRM system, include the following authorization objects:

CRM Service	Authorization Object	Field	Field Value
CRM Activity	`S_RFC`	RFC_TYPE	`FUGR`
		RFC_NAME	`BAPT`
			`CRM_ACTIVITYCRM_BAPI`
			`CRM_BUSPROCESSND_BAPI`
			`CRM_OSP_HELPER_TOOLS`
			`COM_BUPA_USER_REGISTRATION`
		ACTVT	`16(Execute)`
CRM Business Partner (Accounts and Contacts)	`S_RFC`	RFC_TYPE	`FUGR`
		RFC_NAME	`CRM_BSP_BP_PRINT`
			`COM_BUPA_USER_REGISTRATION`
			`BUPA_TAX_BAPI`
			`BUPA_INTERFACE_LONGTEXTS`
			`BUPA_HOURS_BAPI`
			`BUBA_3`
			`BFHV`
			`BAPT`
		ACTVT	`16`
	`S_SERVICE`	SRV_NAME	`CF56155FF3F9AEB85ED804FEEFE180`
	`S_SERVICE`	SRV_TYPE	`HS`
CRM Attachments	`S_RFC`	RFC_TYPE	`FUGR`
		RFC_NAME	`SKWF_UTIL`
			`CRM_KW_DOCUMENTS`
			`SKWF_IO`
		ACTVT	`16`

The user must have the following authorizations in the SAP Gateway system to access SAP Gateway services for CRM:

CRM Service	Authorization Object	Field	Field Value
CRM Activity	`S_SERVICE`	SRV_NAME	`A3CB8ED503F16F11D97BEA06BB41E0`
CRM Activity	`S_SERVICE`	SRV_TYPE	`HT`
CRM Accounts	`S_SERVICE`	SRV_NAME	`A8172704E2C058CDF94DD331FDB141`
CRM Accounts	`S_SERVICE`	SRV_TYPE	`HT`
CRM Contacts	`S_SERVICE`	SRV_NAME	`F3B52FB30DB35EC0A377ADD15084C9`
CRM Contacts	`S_SERVICE`	SRV_TYPE	`HT`

Settings in the SAP Gateway System

You need to perform the following customizing settings in the SAP Gateway system:

Creating SAP system aliases
Assigning roles to a GSDO group
Assigning SAP system aliases to a GSDO group

Note

The configurations mentioned below must be carried out for CRM activity, accounts and contacts.

Creating System Alias for Applications

Proceed as follows:

In transaction SPRO open the SAP Reference IMG and navigate to: SAP NetWeaver SAP Gateway Former Development Generic Channel Configuration Connection Settings SAP Gateway to SAP System Manage SAP System Aliases and click the Activity icon.
Choose New Entries.

Enter the following details for the system alias:

Field	Description
SAP System Alias	Name of the system alias.
Description	Descriptive text for the system alias.
Local SAP GW	Leave unchecked if the CRM system is not on the same system as the SAP Gateway system. Check it if the CRM system is on the same system as the SAP Gateway system.
RFC Destination	Specify the RFC destination defined for your SAP system, for example, `BKDCNT200`.
WS Provider System	If you are using SAP CRM 7.0, leave the field blank. If you are using SAP CRM 6.0, you can: Leave the field blank if you are using BAPI based connection (We recommend you to use BAPI based connection). Choose a provider system if you are using ESA services. For information on configuring a provider system, see Configuring a GSDO to Connect to the SAP CRM system.
Software Version	Enter `CRM_6.0` or `CRM_7.0` according to the CRM version you are using.

Save your settings.

Assigning Roles to a GSDO Group

Proceed as follows:

In transaction SPRO open the SAP Reference IMG and navigate to: SAP NetWeaver SAP Gateway Former Development Generic Channel Administration General Settings Manage GSDO Groups and click the Activity icon.
Select the GSDO Group (IWACT for CRM Activity and IWBPC for CRM Accounts and Contacts), from the Manage GSDO Groups list.
Choose Assign User Roles on the dialog structure.
Choose New Entries.
Enter the role name in the Assign User Roles column. For example, ZRole.
Save your settings.

Assigning SAP System Aliases to a GSDO Group

Proceed as follows:

In transaction SPRO open the SAP Reference IMG and navigate to: SAP NetWeaver SAP Gateway Former Development Generic Channel Administration General Settings Manage GSDO Groups and click the Activity icon.
Select the GSDO Group (IWACT for CRM Activity and IWBPC for CRM Accounts and Contacts), from the Manage GSDO Groups list.
Choose Assign SAP System Aliases on the dialog structure.
Choose New Entries.
Enter the role name created above ZRole in the User Role column.
Press F4 to select a system alias in the SAP System Alias column.
Save your settings.