Setting Up the System
The following settings are necessary to start SAP CRM, and to use certain functions on the user interface.
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.
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 .
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 .
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 .
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:
ActiveX controls and plug-ins
ActiveX controls and plug-ins that are required for the groupware integration and XML data export to Microsoft Excel:
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
For more information about which browsers you can use for SAP CRM, see SAP Note 1114557.
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: .
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
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.