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Procedure documentationCreate Sites for the Groupware Adapter Locate this document in the navigation structure

 

You must create sites for the groupware adapter. You need to use the site types Groupware Adapter 01 (mBDoc) or Groupware Adapter 02 (sBDoc). You must create a site based on the Groupware Adapter 01 (mBDoc) site type to enable:

  • The exchange of activities and tasks between activity management/workforce management in CRM and groupware

  • The bi-directional exchange of business partner data with the public contact folder of the groupware

In addition, if you want to enable the transfer of business partner data into the private contact folder of each groupware user, you must create a site based on the Groupware Adapter 02 (sBDoc) site type. This is essential, because the business partner is mapped to the private folder using the sBDoc type. The replication and realignment mechanisms that are available in CRM Middleware can be utilized in this way. As a result, the Groupware Adapter 02 (sBDoc) site type corresponds to the sBDoc type flow in the groupware adapter.

The differences in the use of the two site types are demonstrated in Differences Between the Site Types.

Note Note

You need to create sites based on your requirement. For example, if you want to exchange the business partner data with the public and private contact folders of groupware, you must create sites based on both the site types, Groupware Adapter 01 (mBDoc) and Groupware Adapter 02 (sBDoc).

End of the note.

Procedure

  1. Log on to the CRM server and choose   Architecture and Technology   Middleware   Administration   Administration Console   (Transaction SMOEAC).

    The Administration Console: Object Navigator screen appears.

  2. Select Site from the Object Type dropdown list.

  3. Choose   Object   Create   from the application menu or the corresponding symbol from the application toolbar.

    The Administration Console: Add Site screen appears.

  4. Under Object Information: Site, enter the following details:

    Field Name

    Description

    Req./Opt./Dep.

    User Action and Values

    Name

    Name of the site

    Req.

    Enter a name for the site.

    Description

    Description of the site

    Option

    Enter a description for the site.

    Type

    Site type

    Req.

    Select the Groupware Adapter 01 (mBDoc) site type from the dropdown list.

  5. Save the site.

    To create the site using the site type Groupware Adapter 02 (sBDoc), you need to repeat steps 3 through 5. In step 4, however, you must select site type Groupware Adapter 02 (sBDoc).