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Background documentationSetting Up the System

 

The following settings are necessary to start SAP CRM, and to use certain functions on the user interface.

Starting SAP CRM

To start SAP CRM, you can use transaction CRM_UI, or transaction START_BSP and BSP application CRM_UI_START, in SAP GUI. For more information, see SAP Note 1173951.

Session Handling

Multiple sessions of SAP CRM are supported in separate windows or tab pages in the same browser. This means that a second logon is not necessary. In Microsoft Internet Explorer 6.0 for example, you can start a new session by choosing Start of the navigation path File Next navigation step New Next navigation step Window End of the navigation path.

You can only log off from SAP CRM by choosing the system link Log Off. If you want to use the traditional system logoff, you can make the necessary settings in Customizing for Customer Relationship Management under Start of the navigation path UI Framework Next navigation step Technical Role Definition Next navigation step Define Technical Profile End of the navigation path.

If you start another URL in your browser during a SAP CRM session, and you return right away to SAP CRM, you can continue working in the same session. If you return to SAP CRM later, the session will have finished. However, you can define the time for the session shutdown in seconds, in Customizing for Customer Relationship Management under Start of the navigation path UI Framework Next navigation step Technical Role Definition Next navigation step Define Technical Profile End of the navigation path.

Adapting Browser Settings

The following browser settings are necessary if you use Microsoft Internet Explorer 6.0 or 7.0.

  • Activate the following options in the security settings of your browser:

    • Start of the navigation path Scripting Next navigation step Scripting of Java applets Next navigation step Enable End of the navigation path

    • ActiveX controls and plug-ins

    • ActiveX controls and plug-ins that are required for the groupware integration and XML data export to Microsoft Excel:

      • Start of the navigation path Download unsigned ActiveX controls Next navigation step Prompt End of the navigation path

      • Start of the navigation path Initialize and script ActiveX controls not marked as safe Next navigation step Enable End of the navigation path

      • Start of the navigation path Run ActiveX controls and plug-ins Next navigation step Enable End of the navigation path

  • Activate the following options in the HTTP 1.1 settings of your browser:

    • Use HTTP 1.1

    • Use HTTP 1.1 through proxy connections

Note Note

For more information about which browsers you can use for SAP CRM, see SAP Note 1114557.

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Exporting XML Data to Spreadsheet

To export data in XML format to Microsoft Excel, you need Microsoft Internet Explorer with ActiveX, and one of the following Microsoft Excel versions under Windows:

  • Microsoft Office Professional Edition 2003

  • Microsoft Office Excel 2003 (standalone)

  • Microsoft Office 2007 (any edition)

You need to activate the following ActiveX setting in the security settings of your Microsoft Internet Explorer: Start of the navigation path Initialize and script ActiveX controls not marked as safe Next navigation step Enable End of the navigation path.

To activate this export function start transaction SICF, enter hierarchy type SERVICE and service path /sap/crm/export_to_excel, and click the icon Execute. Select the service and choose Activate Service in the context menu.

Note Note

If you use other combinations (Mozilla Firefox, Apple Safari, Microsoft Office XP, and so on) you can export your data only to a CSV file.

End of the note.