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Procedure documentationActivating Connection to the CRM System Locate this document in the navigation structure

Procedure

Complete the following settings in SAP NetWeaver Business Intelligence (SAP NetWeaver BI).

  1. Go to Maintain Table Views: Initial Screen (transaction SM30).

  2. Maintain the view SMOFPARSFA with the following:

    Key

    BIRFC

    Parameter Name

    LOCAL_BI_REPORTING_RFC

    Param. Name 2

    CRM_CLIENT

    Param. Name 3

    User Name

    Param. Value

    (Logical system name of CRM client)

    Enter the name of the logical system that one of the RFC destinations to CRM client is pointing to.

    Note Note

    Maintain at least one entry. If unsure, enter a number sign (#) as Param. Value.

    End of the note.
  3. If you plan to use customer extension fields in your CRM system, maintain the following parameters:

    Key

    BIRFC

    Parameter Name

    EXTENSIBILITY

    Param. Name 2

    NAMESPACE

    Param. Name 3

    User Name

    Param. Value

    (Your customer name space, default: Z)

    Note Note

    This setting is the prefix which will be used for generated InfoObjects. Customer InfoObjects have a maximum name length of nine characters. The generated name consists of the name space you chose, the source system ID, the first relevant characters of the CRM source field as defined in the extract structure, and an alphanumerical counter value.

    For example, the name could be ZQ5AFLD3F, which contains the following parts:

    • Name space: Z

    • Source system ID: Q5

    • Relevant part of source field name: AFLD

    • Counter value: 3F

      The counter value makes the name unique.

    The system ensures that the name space is not overwritten by the counter, which increases in size during system operation when more objects have been generated and would therefore occupy more space at the end of the generated name and overwrite the space before it. However, the longer the name space, the less customer objects you can create. For example, a name space like /MYNAME/ allows for only 36 custom extension fields (/MYNAME/0 to /MYNAME/Z). We therefore recommend using a name space of length no longer than five characters, such as /ABC/, Z or Y.

    End of the note.