Groupware Profile

A groupware profile is a group of defined synchronization settings made by the administrator, with information about whether the settings can be changed by the business user in the local client.

Groupware profiles determine the synchronization settings that are valid for a set of business users, based on their SAP CRM business role, the country assigned in their business partner master data, and the language that they select for profile download.

In Microsoft Outlook you can check which groupware profile is assigned to you in the groupware client under Start of the navigation path SAP CRM Next navigation step About CRM Groupware End of the navigation path .

Groupware profiles have versions. If a profile is changed by the administrator, the profile settings are updated to the groupware client during the next synchronization.

Groupware Profile Determination

Initial Profile Download

A groupware profile is downloaded for the first time when a business user clicks Edit Synchronization Settings in the SAP CRM WebClient UI on the Personalize page for the first time (or the first time after an upgrade). You select your language in a dialog box and once the profile has been downloaded, the Synchronization Settings window appears.

Note Note

Business users must trigger the initial profile download from the SAP CRM WebClient UI (and not from the synchronization settings in the groupware add-in).

End of the note.

Profile Redetermination

If you select a different language in the synchronization settings (in the CRM Server pane) profile determination takes place again, taking the new language into account.

Note Note

If no profile is available for a particular country-language combination, the SAP_DEFAULT profile is downloaded.

End of the note.

Features

The following section describes the aspects of groupware profiles for administrators.

Profile Definition

Administrators define groupware profiles in SAP GUI transaction GWIPROFILE. This transaction is also available in Customizing for Customer Relationship Management, under Start of the navigation path CRM Middleware and Related Components Next navigation step Client-Based Groupware Integration Create and Define Settings for Client Profiles End of the navigation path . Each profile must be assigned to a business role (the country and language fields can be left blank). The combination of business role, country, and language must be unique.

When a profile is changed it needs to be activated for the changes to apply. Groupware profiles have versions. If a profile is changed, the profile settings are updated to the groupware client during the next synchronization.

Prerequisites for Profile Determination for a User

The CRM user must be assigned to a business partner of the type Employee in organizational management (transaction PPOMA_CRM).
The CRM user must have an association with a valid CRM business role in organizational management (transaction PPOMA_CRM). The role must have one of the following profile types:
- No Classification
- IC WebClient Business Role
- CRM WebClient Business Role
A business role for groupware integration is assigned to the CRM user (to ensure that the correct groupware profile is determined in case multiple roles are assigned to the user in the organizational model).
Administrators can assign roles in transaction SU01. On the Parameters tab, create the parameter CRM_GWI_PROFILE with the parameter value set as the business role that should be used to determine the profile for the user.

Profile Determination Parameters

The profile to be downloaded for a user is determined according to the combination of the following parameters:

The SAP CRM business role assigned to the user.
The country defined in the business partner master data for the user.
The language selected by the user for profile download.

Determination of Groupware Profiles when Country and/or Language is Blank

Profile parameters are considered in the following sequence during profile determination and download for a given business role:

Country = <value> and Language = <value>
Country = <value> and Language = < blank>
Country = < blank> and Language = <value>
Country = <blank> and Language = < blank>
Otherwise SAP_DEFAULT profile is downloaded.

Profile Determination Logic

The following logic is used to derive the business role for which the groupware profile is to be downloaded. In each case, the country and language are also taken into account, as described above. In the case that no specific business role is assigned to the user profile parameters CRM_GWI_PROFILE and CRM_UI_PROFILE (case 3 below) the business role used for the profile download depends on the location from which the profile download is triggered.

Case 1

Value for parameter CRM_GWI_PROFILE in the user profile: <business role ID>

Value for parameter CRM_UI_PROFILE in the user profile: <business role ID> / asterisk (*) / <blank>

Since there is a business role assigned to the parameter CRM_GWI_PROFILE, only this business role is considered, regardless of the business role assigned to the parameter CRM_UI_PROFILE. This applies for profile download triggered from the SAP CRM WebClient UI and the groupware client.

Case 2

Value for parameter CRM_GWI_PROFILE in the user profile: asterisk (*) / blank

Value for parameter CRM_UI_PROFILE in the user profile: <business role ID>

Since there is no business role assigned to the parameter CRM_GWI_PROFILE, the role assigned to the parameter CRM_UI_PROFILE is used for the profile download. This applies for profile download triggered from the SAP CRM WebClient UI and the groupware client.

Case 3

Value for parameter CRM_GWI_PROFILE in the user profile: asterisk (*) / blank

Value for parameter CRM_UI_PROFILE in the user profile: asterisk (*) / blank

Profile download from SAP CRM WebClient UI

Since there is no business role assigned to the parameters CRM_GWI_PROFILE or CRM_UI_PROFILE, the business role used for logon to the SAP CRM WebClient UI is used for the profile download.

Profile download from groupware client

Since there is no business role assigned to the parameters CRM_GWI_PROFILE or CRM_UI_PROFILE, the business role used for the previous profile download is used for the current profile download.

Default Groupware Profile

If no groupware profile is mapped to a particular country-language combination then the SAP_DEFAULT profile is downloaded. This profile is delivered by SAP and cannot be modified.

Determination of Languages Available in Language Selection Dialog Box

The languages available in the synchronization settings and in the language selection dialog box are determined by the value for the parameter GWIPROFILELANGUAGE, which you can enter in Customizing for Customer Relationship Management, under Start of the navigation path CRM Middleware and Related Components Next navigation step Client-Based Groupware Integration Settings for Client-Based Synchronization. End of the navigation path

Whether or not the language is modifiable in the groupware options is determined by the groupware profile parameter LanguageModifiable (value 1 for modifiable, value 0 for non-modifiable).

Determination of Profiles in Languages Other than English and German

To download a profile in a language other than German or English, users must be assigned a language and country in a system table T005T, otherwise the correct profile is not downloaded. This table entry is necessary even if there is a profile available for the combination of language specified for the profile download and country. This is shown in the example cases below.

Note Note

SAP CRM obtains from table T005T the country assignment that it uses to determine the correct profile. This is a customizing table with entries only in English and German. So when the user selects Italian as the language for the profile download there is no result corresponding to the Italian language and therefore the country information for the profile determination is empty.

End of the note.

Example

Example 1

The following set of profiles is defined in the SAP CRM system:

Groupware Profile	Business Role	Country	Language
Profile A	Test role	CA	EN
Profile B	Test role	CA	FR

Case 1

In the business partner (employee) master data associated with the user, the country defined is Canada (CA).

The user selects English (EN) for profile download.

Profile A is downloaded.

Case 2

In the business partner (employee) master data associated with the user, the country defined is Canada (CA).

User selects French (FR) for profile download

Profile B is downloaded if there is an entry for the corresponding country-language combination in table T005T. Otherwise the profile SAP_DEFAULT is downloaded, since the system looks for a profile for the following combinations, in sequence:

Country = no value; Language = French (if the French language is installed for SAP CRM)
Country = no value; Language = no value (if there is no profile for the combination of the country and language French in step 1)

Case 3

In the business partner (employee) master data associated with the user, the country defined is Canada (CA).

User selects any language other than English or French for profile download.

The profile SAP_DEFAULT is downloaded.

Example 2

The following set of profiles is defined in the SAP CRM system:

Groupware Profile	Business Role	Country	Language
Profile C	Test role	DE	<blank>
Profile D	Test role	<blank>	DE

Case 1

In the business partner (employee) master data associated with the user, the country defined is Germany (DE).

The user selects English (EN) for profile download.

Profile C is downloaded.

Case 2

The user selects German (DE) for profile download.

Profile D is downloaded regardless of the country in the business partner (employee) master data.

Case 3

In the business partner (employee) master data associated with the user, the country defined is Germany (DE).

The user selects German (DE) for profile download.

Profile C is downloaded as the system follows the determination sequence described above in the section Profile Determination Parameters.

Example 3

The following set of profiles is defined in the SAP CRM system:

Groupware Profile	Business Role	Country	Language
Profile E	Test role	IN	EN
Profile F	Test role	<blank>	<blank>

Case 1

In the business partner (employee) master data associated with the user, the country defined is India (IN).

The user selects English (EN) for profile download.

Profile E is downloaded.

Case 2

The user selects German (DE) for profile download.

Profile F is downloaded regardless of the country in the business partner (employee) master data.

Case 3

In the business partner (employee) master data associated with the user, the country defined is Germany (DE).

The user selects German (DE) for profile download.

Profile F is downloaded.