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Procedure documentationcFolder Settings for SAP SRM  Locate the document in its SAP Library structure

Use

To run cFolders on SAP SRM, you must make the settings listed in the information below.

Note

These settings are sufficient for a basic SRM/cFolders configuration, with SRM and cFolders running in the same system. If you require a configuration that is more advanced than the settings here, refer to SAP Solution Manager under <project name> ® Configuration ® SAPcProject Suite <release> ® Basic Settings for cFolders ®Business Customizing ® Integration with SAP SRM.

If you are using supplier self-services (SUS), you may want to configure the SAP SRM/cFolders integration on that system. If so, then you may need to carry out basic configuration steps for this integration in both the SAP SRM system/client and in the SUS system/client. Depending on your system landscape and set-up, you may, for example, need to make the cFolder-specific settings in the SUS system/client and the SAP SRM-specific settings in the SAP SRM system/client. 

Prerequisites

Procedure

1. Define a New Logical System for cFolders

In the SAP SRM system (system and client, in which Strategic Sourcing has been customized), go to transaction spro and choose SAP Supplier Relationship Management ® SRM Server ® Technical Basic Settings ® ALE Settings (Logical System) ® Distribution (ALE) ® Basic Settings ® Logical Systems ® Define Logical System.

2. Define the Logical System as a Backend System

       1.      In the SAP SRM system (system and client, in which Strategic Sourcing has been customized), go to transaction spro and choose SAP Supplier Relationship Management ®  SRM Server ® Technical Basic Settings ® Define Back-end Systems.

       2.      Enter the logical system and RFC destination of the cFolders system. Enter the system type CFOLDERS in the Sys. Type column.

3. Add cFolders Role Users for Purchasers and Bidders, and RFC Users

You must ensure that the relevant users for purchasers and bidders, as well as the RFC user are authorized to access a collaboration in cFolders.

       1.      Go to transaction pfcg.

       2.      Display the role SAP_CFX_USER and choose This graphic is explained in the accompanying text (Display/Change)

       3.      Choose the User  tab page.

       3.      Under User Assignments, in the User ID column, enter the user names of the users to whom you want to assign the role.

       4.      Save your entries.

       4.      Make sure that the authorizations of the roles have been generated and activated.

If the authorizations have been generated and activated, you see the symbol This graphic is explained in the accompanying text on the Authorizations tab page. If you see the symbol This graphic is explained in the accompanying text, proceed as follows:

                            a.      On the Authorizations tab page, choose This graphic is explained in the accompanying text (Change Authorization Data)

The Change Role: Authorizations screen appears.

                            b.      Position the cursor on the authorization/role and choose This graphic is explained in the accompanying text (Generate)

       5.      Go back to the User tab page and choose User Comparison.

4. Add cFolders Role to Composite Roles for Purchasers and RFC Users

You must ensure that the relevant purchasers and the interface user are authorized to create a collaboration in cFolders. To do this repeat steps 1-7 from section 3, assigning the relevant users to the role SAP_CFX_COMP_CREATOR.

5. Activate Service CFX_RFC_UI and Create External Alias

You must activate this service and create an external alias so that you can open cFolders through the web browser.

       1.      Go to transaction sicf.

       2.      Make sure the Hierarchy Type field contains the entry SERVICE (if not, use the input help to select this entry) and choose This graphic is explained in the accompanying text (Execute).

       3.      In the tree structure, navigate to default_host ® sap ® bc ® bsp ® sap ® cfx_rfc_ui.

       4.      Right mouse-click cfx_rfc_ui and choose Activate Service.

Note

You must also make sure that the service BBP_CFOLDERS is activated. You can find this service in the tree structure under default_host ® sap ® bc ® gui ® sap ® its ® bbp_cfolder.

       5.      Choose This graphic is explained in the accompanying text External Aliases.

       6.      Choose default_host and then choose This graphic is explained in the accompanying text (Create).

       7.      The following fields are important. Enter data in them as follows:

¡        In the External Alias field, enter the name of the external alias using the following naming convention: /<systemnameclient>.

¡        In the Description field, enter the description of the alias.

¡        On the Logon Data tab page, enter the client number of your local SRM system in the Client field.

¡        On the Trgt Element (target element) tab page, navigate in the tree structure to default_host ® sap ® bc ® bsp ® sap. Double-click on the sap line.

The system displays the alias /default_host/sap/bc/bsp/sap in the Trg Element field.

       5.      Save your entries.

6 Test Service CFX_RFC_UI

       1.      In transaction sicf, navigate through the tree structure as described in section 5, step 3.

       6.      Right mouse-click cfx_rfc_ui and choose Test Service.

The system opens the service in a Web browser page.

       7.      Make note of the URL.

Note

You need this URL to perform the configuration steps that follow. If you do not note the URL, you can repeat steps 1-3 to open the service. Note that the URL shows the external alias as configured above.

       8.      Log on with a user that has the role CFX_COMP_CREATOR.

7. Update URLs

       1.      Using the URL you generated in section 6, open cFolders and log on with the administrator user (this means, the user that has the role SAP_CFX_ADMINSTRATOR).

       2.      Click Network Administration ® Network ®Determine Application URL

       3.      In the field Absolute URL of the Application, make sure the system enters the URL as follows:

http://<centralwebdispatcher>:<port>/<external alias>/cfx_rfc_ui

Note

If the system does not enter the URL automatically, you can enter it manually according to the naming convention above.

       4.      Save your entries.

8. Configure Users

Recommendation

This section is optional, however, we recommend you perform one of the two activities below to set up the correct homepage and scenario for individual users, or as a default setting for all users.

For Individual Users

       1.      Log on to cFolders with an individual application user (for example, a purchaser user).

       2.      On the upper right hand side of the screen, click Settings.

       3.      Click the General tab page.

       4.      In the Homepage field, select Competitive Scenarios.

       5.      Save your entries.

Default Setting for All Users

       1.      Log on to the system with the administrator user (this means, the user that has the role SAP_CFX_ADMINSTRATOR).

       2.      Click User Administration ® Standard Settings.

       3.      In the fields Scenarios and Homepage, select Competitive Scenarios.

       4.      Save your entries.

 

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