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Background documentationTransfer Business Partner to Public Contact Directory Locate this document in the navigation structure

 

This process explains the steps necessary to enable the transfer of business partner data from CRM to the public contact directory.

Note Note

The synchronization of business partners with the public contact directory is bidirectional, that is, data from SAP CRM can be replicated to the groupware user’s public contact directory, and vice versa.

End of the note.

Recommendation Recommendation

We recommend that you limit the size of the message (block size) to 10 when loading business partners. To set the message block size, use the transaction R3AC1 and view the details of BUPA_MAIN. Choose Display—> Change and enter the value 10 in the Block Size field.

End of the recommendation.

Prerequisites

Procedure

  1. In the SAP CRM Easy Access Menu, choose   SAP Menu   Architecture and Technology   Middleware   Data Exchange   Initial Load   Start   (Transaction R3AS).

    The Start Initial Load screen appears.

  2. In the Object section, enter BUPA_MAIN.

  3. In the Data Flow section, in the Source Site (Sender) field, enter CRM.

  4. In the Data Flow section, in the Destination Site (Receiver) field, enter the name of the site that is based on the site type Groupware Adapter 01 (mBDoc).

  5. Execute the application.

    Note Note

    You must ensure that:

    • The queues of type ISP_D*, which process inbound groupware messages to the Groupware Adapter, are empty.

    • The queues of type ISP_D* are registered under the Queue IN scheduler.

    • The queues of type CRI* are registered under the Queue IN scheduler.

    End of the note.

Result

A dialog box appears indicating that the initial load is in progress. All messages are transferred to one of the ISP_D* queues and processed by MapBox.

Note Note

All messages must be processed without any errors.

End of the note.

The business partners loaded from SAP CRM (business activities and tasks) are indicated in the Microsoft Outlook or Lotus Notes categories with the prefix CRM_BP <SAP CRM Category>. You can edit these categories in Customizing for Customer Relationship Management under   CRM Middleware and Related Components   Groupware Integration   Maintain Groupware Object Master Category List  .

After the data transfer, the file UserList.xml in the SAP groupware connector should contain all relevant business partners, that is the employees who want to exchange data with the groupware system. After the data transfer, you should therefore check that the UserList.xml file contains all the relevant business partners.

If the file does not contain the necessary business partners, check the following:

  • Make sure that the business partner was created in the role Employee.

  • Make sure that an e-mail address is entered in the Communication (address-dependent communication) group box in the business partner data.

  • You then have to load the business partner again by means of an initial load. To do so, from the SAP menu, choose   Architecture and Technology   Middleware   Data Exchange   Initial Load   Start   (Transaction R3AS).

More Information

Monitoring the Initial Load of Business Partners