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9.3 How To Integrate CRM WebClient into NWBC Locate this document in the navigation structure

 

This section is dealing 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. in case an SAP Best Practices version supporting NWBC has been installed in the ERP system. Otherwise you can also use an existing standard role, or you may have to create a new role.

1.1 Find out the CRM Object Type you want to link

If you want 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. In case you just want to add a general log-on 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 which you can access via URL.

1.2 Add the link from ERP to CRM.

Now you will add the link from ERP to SAP CRM in order to provide the user with system access.

  1. Access the activity using transaction PFCG.

  2. In case 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 Note

    In case 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).

    End of the note.

  3. On the Menu tab page, choose Create Folder and enter a name for the folder. The name of this folder will be the name of the link in the locator in the NWBC.

  4. In this new folder, create an object by choosing Add other object.

  5. Select the URL type called Web Address or File.

  6. Maintain the field parameter Text. This given name will be the name of the displayed URL link in the NWBC.

  7. Maintain the field parameter Web Address or File and enter the URL of the SAP CRM service. Host and port can be found in the SAP CRM system using transaction SMICM and menu path   Goto   Services  . Check that the complete path to the service is activated by using transaction SICF.

  8. The URL has the syntax:

        https://<CRMHostAddress>:<CRMHTTPSPort>/<sap/bc/bsp/sap/crm_ui_frame?sap-client=<CRMClient>

    For example:

        https://vmw2192.wdf.sap.corp:44310/sap/bc/bsp/sap/crm_ui_frame?sap-client=100

  9. 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 the previous section 1.1 and the intended action is encoded in this way: A = Search, B = Display, C = Edit, D = Create.

    For example (Create Opportunity):

        https://vmw2192.wdf.sap.corp:44310/sap/bc/bsp/sap/crm_ui_frame?sap-client=100=&crm-object-type=BT111_OPPT&crm-object-action=D

  10. Add the users who need to access the SAP CRM system via the SAP NWBC on the User tab page or via user maintenance transaction SU01. In each case, you have to perform a user comparison afterwards on the User tab page of PFCG. Double-clicking on the role in transaction SU01 takes you directly to the role.

2 Set up the Connection Between ERP and CRM

SAP logon tickets can be used in case you want direct access from the ERP application to the SAP CRM WebClient UI inside the SAP NetWeaver Business Client without entering again 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

  1. Access the activity using transaction STRUSTSSO2.

  2. Choose the folder System PSE.

  3. In the right window in System PSE / Own Certificate/ Owner, double-click on the certificate.

    Now the certificate should be displayed in the section Certificate (Fields: Owner, Issuer, Serial Number, Valid From, to, Check Sum).

  4. Export the certificate to a file by using the button Export Certificate.

  5. 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

  1. Access the activity using transaction STRUSTSSO2.

  2. Choose Import Certificate in the Certificate section of the folder System PSE.

  3. 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

  4. Add the certificate to the certificate list using the button Add to Certificate List in the section Certificate.

  5. Add the certificate to the access control list (ACL) using the button Add to ACL in the section Certificate.

  6. Specify the corresponding system ID (SID) and the client in the following upcoming dialog box and confirm the entry.

  7. Save your entries.