CRM Groupware Integration

Hi,
We are implementing CRM with groupware integration between Lotusnotes. I need to know if we require any additional technical skills apart from SAP Basis, JAVA & Lotusnotes Administrator.
Rgds
Guest

Hi,
Apart from the skills you have mentioned, you need do some groupware related CRM configurations.
Please refer to the below notes for more information on groupware integration : 957409, 908571
Also there are couple of good documents on service market place, which were very useful to me.
Let me know if you need further information on the above
<b>Reward if helps</b>,
Regards,
Paul Kondaveeti

Similar Messages

CRM groupware integr: Mapping additional customer data

Hi,
we're running CRM groupware integration for replicating CRM contact persons to outlook private folder. This works fine in principle. However, I've got a question:
When taking a look at an outlook contact one is able to maintain several phone numbers, e.g. "Business, Business2, Private, Private2, ..." as well as several mail addresses "E-Mail, E-Mail2, E-Mail3". By default the default phone number of the business parter in CRM is replicated to phone number "Business" in outlook. Same logic for mobile and fax number. Is there a way to replicate the other numbers and mail addresses (non-default) to the outlook contact and provide them under the corresponding fields (e.g. "Business2", "E-Mail2")?
Thanks for any inputs & kind regards
Wolfgang Mayer

Hi Praveen,
do you mean
- the email addresses maintained in the standard address
or
- the default email address?
The standard address is marked as BUT020-XDFADR, the default (standard) mail address (in the standard address) is marked as ADR6-FLGDEFAULT.
Pls clarify this issue.
Thanks & regards
Wolfgang

SAP CRM Groupware Integration - Create appointments on mobile phone.

Hi all
We have implemented the serverside groupware integration with CRM 2007 and Exchange.
Usually the appointments in Outlook are created with category
"CRM_ACT_001". Unfortunately some Mobile Phones (like the iPhone) are not
able to set the category of an appointment.
Our users usually create their Outlook appointments on their mobile.
So we had to customize the GWAdapter to let through all activities from
groupware (without filtering for the category).
To do so we changed the spro entry "Maintain Groupware Object Selectionand Retrieval":
- From: ACT Categories CRM_ACT*
- To: ACT Categories *
Unfortunately this causes a lot of problems:
- The category of the activity in CRM got deleted everytime you change the appointment in outlook.
- When you set a meeting in Outlook to "private" the activities in
CRM AND Outlook are deleted automatically.
Does anyone had similar problems? How can you synchronize the calender on the mobile phone with CRM?
Thanks in advance.
Marco

Checked the issue with SAP.
You cannot synchronize the appointments without giving an category. On iphone and most other smartphones you cannot chose a category.
Another "contra" of the CRM Groupware Integration....

Email Integration VS Groupware Integration in CRM 4.0

We have a requirement to replicate certain business activity types created in CRM thru' Portal interface to Lotus Notes as Calendar entries. We are in the process
of configuring the Groupware integration part to accomplish this.
The questions are...
1) Do we have to download all account and their contacts from CRM into the public folder of Lotus Notes for the successful creation of CRM activities
as Lotus Note Calendar entries?
2) Can we filter the replication of activities to Lotus Notes by their transaction types? We need to send only certain activity types to Lotus notes.
We have lots of Email notifications to be sent to the company's Lotus Notes Email IDs as well as some external Email IDs. If an Action or Workflow is used
for these Email notifications it is my understanding that the SMTP comes with SAP CRM will take care of this Email routing. The groupware integration is not a
must for such Email notifications and it s required only for the replication of Activities to Lotus Notes. Please clarify.
Please let me know the details of configuration or any cookbooks available for the configuration of Email Integration and Groupware integration in CRM 4.0.

Hi,
If you plan to use Server Side Groupware Integration then,
1) Do we have to download all account and their contacts from CRM into the public folder of Lotus Notes for the successful creation of CRM activities
as Lotus Note Calendar entries?
>>The answer would be "YES".However we cannot download Business Activities in bulk to Groupware.The Business Activity has to be individually created and synchronized.
2)Can we filter the replication of activities to Lotus Notes by their transaction types? We need to send only certain activity types to Lotus notes.
>>YES. This is possible by maintaining the used transaction type in the table view CRMV_ICAL_ACTM.
Iam not sure about Email notifications.
But you can create Activities in CRM and invite attendees and these attendees will get the Meeting requests provided the "Calendar Maintenance" flag is set for them.
For more information please check "Groupware Integration Setup and Load Guide" available in help.sap.com.
Please read through SAP Note 908571 for more technical information.
Regards
Praveen

CRM 5.2 groupware integration error....

Hi,
I've set up Server side groupware integration of CRM 5.2 with MS outlook. The BPs are getting exchanged from CRM to Outlook and vice versa.
Activities and Tasks are flowing from CRM to Outlook.
But when Outlook tasks and activities are saved, the connector creates an error dump file. This is created for new tasks and activities as well as for any changes to tasks and activities with source as CRM.
The error message is:
<subject>Organizer's mail id is not mapped to a business partner in CRM online</subject>
<description>Organizer's mail id is not mapped to a business partner in CRM online</description>
The employee is maintained in Org Structure with email ID. Are there any other setting to be maintained for email ID mapping??
Thanks!
Cheers,
Aarthi.

Pls check the following:
1) Check Groupware Connector locks:
Check the Current Locks in the AdminTool.exe, that is available in the Connector installation folder. Check if the current user (from which the appointment or contact change is triggered) is locked. If the user is locked, attempt unlock user, however if the user continues to be in the locked state, report the problem to the components EP-KM-CRM-EXC (MS Exchange) or EP-KM-CRM-LOT (Lotus Domino).
2) Check UserList.xml:
Open the UserList.xml, that is available in the connector installation folder and check the availability of the current useru2019s id (SMTP address of the organizer from which the appointment or contact change is triggered).
If the user id does not exist in the file, provide an update for the corresponding Business Partner from CRM. Before giving the update check if the smtp address is assigned for that partner in the Address Dependent Communication section. If not, assign the correct email address and provide an update for the Business partner, After that update check if the id is included in this file.
u2022     If the ID is included in UserList.xml, restart the connector service and provide an update for that appointment or contact in groupware and check if this is transferred to CRM.
u2022     If the ID is not included in the UserList.xml, even after the update of Business Partner from CRM, report the problem to the CRM-MW-GWI-GWA component.
3) Check Applist.xml:
a)     Open the Applist.xml, that is available in the connector installation folder and check the availability of appid=ACT.
If that is not available,
Navigate to the u201CMaintain Groupware Object Selection Fieldsu201D and u201CMaintain Groupware Object Selection and Retrievalu201D IMG views, and check if ACT is available there. If not, maintain BUPA information over there. And trigger the download of GWA_GWO_SELRET. (To get help regarding this, refer the Groupware Integration setup and load guide). After that download is complete, restart the connector service. After that, check if ACT is available in applist.xml. If not, report the problem to CRM-MW-GWI-GWA component.
b)     Check if the category you have entered in the category field of the Appointment or Task, starts with CRM_ACT. If not, prefix the category with CRM_ACT. (To create Master category list, refer the Groupware Integration setup and load guide)
3) Check Email ID u2013 USERLIST mapping:
Select the email ID of the organizer in the Appointment or Task. Navigate to the MBMANDTSTORE table, and select the record for which MBKEY = {email-id} (all the email Ids will be present in Upper case) and MBGROUP = u2018USERLSITu2019.
u2022     If the record does not exist, check if the Email ID is assigned for that partner in the address dependent communication of the Business Partner master data. If not, assign the correct email ID and save this change in the Business Partner application. Check if this record can be found after this change.
u2022     Otherwise report the problem to CRM-MW-GWI-GWA component.

Groupware Integration in CRM server

Hi ,
We try to develop a Groupware integration at CRM - SERVER and EXCHNANGE -SERVER .
Our SAP - CRM runs on LINUX Platform .
Kindly send the step by step Groupware Integration .
Regrards

Hi,
You could find a lot of information on groupware integration from the below link.
http://help.sap.com/saphelp_crm50/helpdata/en/bd/ad403d9e321d72e10000000a114084/frameset.htm
http://help.sap.com/saphelp_crm50/helpdata/en/d7/837539c188774a8efc4a030fdca761/frameset.htm
Regards,
Ramesh.

CRM Outlook client based groupware integration

Hello ,
I am trying to set up client based integration between CRM and outlook ,
I've installed groupware integration software on my computer , I defined necessary settings in CRM calendar properties in Outlook.
Once I am trying to start synchronization ( from CRM side) I got error message :
"The current version of software components installed on your PC(3.039) us lower that minimally required one (3.040).Would you like to update it now?"
I press "yes" and go through update installation wizard. Once completed I press "Synchronize" again" and I get the same error message.
Thank you for your response,
Rika

Hello,
The problem is that when you say "yes" to upgrade you would expect the system to download the newest version from the internet. Unfortunately this is not correct, the system just grabs the file from the CRM server itself. In other words, if you don't download the newest version from the internet and upload it to the CRM server it won't work.
Check OSS note 1311110 how to put the newest sync version on the CRM server. After this you can redo the actions you described previously.
Hope this helps,
Kind regards,
Joost

Groupware Integration in CRM 2007

Hello All,
How do I synchronize mails to the CRM Server from the outlook, and send reply's from there?
How can I do Seemless Synchronization from outlook to CRM and CRM to Oulook, I had maintained all the parameters, and followed the Docyumentation Guides
I had gone thorugh
1) Groupware Integration Guide
2) Groupware Connector
Can anyone of you help on these?

Martin,
1) We don't plan on going live with client groupware, as it is hard enough to get users to login to CRM and do their work, yet alone remind them to synch up their calendar.
2) We are live with CRM 2007 integrated to Notes 7. Thank you for your assistance during that process.
We currently are connected to three notes servers. We have a second phase to deploy the integration to at least one remote notes server over the WAN.
In the next couple months we plan on migrating over to Domino 8.5. Our Notes admin have upgraded the dev notes box to 8.5 but we are still using Notes 7 mailboxes and a notes 7 client on the connector. The only issue we had was to restart the connector and proxy in order for it work.
Thank you again for all the help you have provided and soliciting this feedback.
Thank you,
Stephen

CRM 2007 Integration with Lotus Notes 8.0 (Groupware Integration)

Hi
We are doing CRM 2007 Integration with Lotus Notes 8.0. So i need your help in this regard.I have the following documents with me.....
a) SAP CRM Groupware Connector Relase 4.0 (Installation Guide)
b) SAP CRM Groupware Connector Relase 4.0 (Administrative Guide)               c) MapBox 4.0 sp 11             &
d) Groupware Integration installation Guide.
We have started with Groupware connector Release 4.0 Installation guide
We stucked at
5.3 Installing Lotus Domino Groupware Connector
Procedure
1. Log on to your host using prepared Groupware Connector's administrative account.
2. Launch setup.exe
3. Click Next on the Welcome screen.
4. Read the text on the Installation Prerequisites screen and check if your computer meets all the software
and hardware requirements. If yes, press Next.
5. Select the type of SAP Groupware Connector you want to install. Check if you want to install instance of
Default Groupware Connector Proxy. Then press Next, wait while setup routine detects required
software.*
Now my questions are....
1. Where will this setup.exe come from?
2. Do we need to install the things in the same mannare listed above a,b,c,d?
3. As we are implementing CRM 2007, i hope we dont need install Mapbox.
Please help me in successfull Integration.
Thanks in Advance,
Ajay.

Hi Peter & Stephen
Thank your very much for quicke replies.
Peter in one of the messages Martin Dauer wrote the following recently on Oct 23 08. , so do you want me to confirm once again before proceeding further.
Re: Link between sap crm 2007 with lotus 8
Posted: Oct 23, 2008 10:30 PM    in response to: Naveen Raju       E-mail this message      Reply
Hi Naveen,
thanks for your detailed description. This is exactly the way how the Client GWI is getting set up. one little remark from my side on the steps.
The user field are not required to be filled if you use Lotus Notes. this is only for the case of MS Outlook where you can start the synch from the OL Screen as well.
The password field is not used with either groupware system. So you leave it blank and with the first replication run you are asked to type (and maybe save) your password. it is there as the application is shared with Mobiel sales as well and therfore we could not get rid of it.
Supported platforms
In general both the server and client GWI were tested with Lotus 8.0 and CRM 7.0.
For server GWI Domino 8 is already supported for greater CRM 5.0, so should work with LD 8.0.
The installation guide for GWI is available here ...
http://help.sap.com/saphelp_crm60/helpdata/en/44/559f3699d908fae10000000a422035/frameset.htm
I case of further issues pls contact me by mail or to this post.
best regards.
Martin
Thanks & Regards
Ajay

Groupware Integration CRM 2007

Hi Experts,
We are implementing CRM 2007, I would like to know if I can make a synchronization of appointments, task and contacts with outlook without Microsoft Exchange Server or it is mandatory?
Thanks

Try looking at Groupware Integration Guide
Links to CRM Documentation

CRM 2007 groupware integration

Hello Experts,
How to establish groupware integration between CRM 2007 and Microsoft outlook.
which guides needs to be followed to establish groupware integration between CRM 2007 and Microsoft outlook.
Is groupware connector already integrated in CRM 2007? if yes, how to activate it. if no, what steps needs to be followed.
Thanks & Regards
Ajay

Groupware connector is a separate technological piece.
These are some must have documents you will need for this...
[SAP Groupware Connector 2.1 - Installation |https://websmp107.sap-ag.de/~sapdownload/011000358700003176412004E/CRMConn_2_1_6_InstGuide.pdf]
[SAP Groupware Connector 2.1 - Administration|https://websmp107.sap-ag.de/~sapdownload/011000358700003176722004E/CRMConn_2_1_7_AdminGuide.pdf]
[Groupware Integration Guide|https://websmp107.sap-ag.de/~sapdownload/011000358700004478032006E/GWI_GUIDE_EN_04082006.pdf]
[Installation MapBox 4.0 SP11|https://websmp107.sap-ag.de/~sapdownload/011000358700005975812006E/MapBox40sp11.pdf]
[MapBox Troubleshooting Guide|https://websmp107.sap-ag.de/~sapdownload/011000358700000260152007E/MapBoxTroubleShooting.pdf]

MS Outlook Groupware integration with CRM - issue

Hi Gurus,
Please help me on the below explained problem.
We implemented MS Outlook groupware integration in CRM for activities synchronization from CRM to MS Outlook and vise versa and the synchronization is working fine for all accounts excepting one account, the activities synchronization is not happening from CRM to Outlook for one account.
Please let me know know what could be the issue with this account or any customization settings missing or anything should be changed in account master data.
Please do needful
Thanks and Regards,
Venkatesh

Hi Venkatesh,
I assume that you are using client side groupware integration. I could think of following possibilities with that account -
1. That account might be deleted/achieved/blocked
2. Incomplete sales area data (if not a prospect)
Another way to check (I am sure you would have already done this) is that compare the problem account with the other account for which synchronization is happening correctly. May be you can check each tab from CRM GUI or each assignment block from CRM WEB UI.
Hope this will be useful.
Thanks and Regards
DJ

Groupware Integration(Server synchronization) for CRM 7.0

Hi CRM Experts,
Iam trying to get into Groupware Integration for CRM 7.0 however all the documentation i can found on the maketplace are for older CRM versiones like crm 4.0 or 5.0?
maybe there wasnt any significant changes in that peticular function so the older documentation still works?
still if that the case do i download and install the mapbox, goupware connector and groupware connector proxy for the crm 5.0(since there none for crm 7.0) ?
iam a little lost here place advice
with kind regards
Kalle Eismann
Edited by: Kalle Eismann on Aug 31, 2010 12:12 PM

Hi Kalle,
You can use the same documentation for crm 5.0 and 4.0. You need to install the groupware connector and run trx. MIGRATE to use ABAP MAPBOX. Try to install the gw connector in a windows 2003 server as SAP asked me once. If you need any help let me know.
Regards,
Caíque Escaler

CRM Outlook integration

Hello Experts!
We are using SAP CRM 2006s with ABAP Mapbox and MS Outlook exchange server. Scenario is integration of BPs, Tasks and Activities.
Issue:
1. Partner details other than name fields not getting replicated between Groupware and CRM systems.
The customizing steps as per the Groupware Adapter and Customizing Guide document has been completed for the groupware integration with CRM.
After the initial load of BUPA_MAIN object, the business partners have been flowing between CRM and MS outlook exchange public contacts folder.
Although the new contacts created in Outlook are being transferred to CRM and vice versa, the contact details are not getting replicated.
The inbound BDoc with the business partner from Outlook just has the contact Name and therefore creates the BP with just the name details. The contact details are missing in the inbound BDoc although I can see the contact details in the MapBox in XML format.
The outbound BDoc for partners created in CRM has all the details, but while replicating in Outlook, the contact is created with just name details - the email, telephone and other details are missing. Here again, the mapbox has all the partner details in XML format.
The settings have been maintained for mapping CRM data and vCard format data. The customizing objects have all been downloaded after these changes were made.
But the partner details other than names are not getting mapped into the inbound BDoc from the XML format in mapbox. Similarly Outlook does not seem to use the partner details from the XML payload while creating the contact.
2. The DB table CRMD_MBA_GUISTOR with the MapBox data has entries with reference to BUPA and BUPA_REV_VCARD - corresponding to inbound and outbound Partner data. There is no entry with reference to tasks and appointments that we are trying to exchange. Is there any other setting for tasks and activities exchange? Or is this issue likely due to the Userlist.xml file not being updated with employee email details?
Thanks,
Aarthi.

Hi Jay,
1. as I already answers you on the Topic: Development :: CRM Outlook.
3. Not directly. Only with the Add-On.
Regards
Gregor

Unable to activate Client Profile within Client-Based Groupware Integration

Experts - Please help us!
We are trying to activate a new Client Profile wiithin Client Based Groupware Integration. We are receiving an error message that
"Multiple profiles not allowed for same role, country, language combination."
We believe we are receiving this message because there was an incomplete profile already saved in this table. We can not move forward without completing that record, however it is not editable for us.
Has anyone run into this problem before? Any ideas how we can move forward? I would appreciate any information anyone is able to provide.
Thank you!
Jami Shircel

I have one idea If you want to do this for your future records then you should create a specific transaction type meant only for GWI and assign it to groupware spro settings and that transaction type should not be used from SAP CRM WebUI. In this way all the appointment/task created in Outlook have that special TType and can be differentiated from others. Will that be of any use ?
Rgds,
Shobhit

CRM Groupware Integration

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