MS Outlook Integration with CRM & Single Sign-On for Mobile\Blackberry

Hi,
Weu2019re looking at implementing CRM and have some questions on whether SSO (Single Sign-On) is a requirement for integrating Outlook with CRM for access via Mobile\Blackberry devices or not. I've the following questions:
- For integrating Outlook and Active Directory with CRM is SSO implementation a MUST?
- Also, is it possible to integrate Outlook without Active Directory integration with SAP esp. CRM?
Mandeep Virk

We got this figured out a couple of months earlier. It's nto a requirement to have SSO enabled for MS Outlook integration w/ CRM for Mobile\Blackberry use.

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Integrating Oracle BI Publisher with Oracle Single Sign-on security.

I am trying to integrate BI Publisher with Oracle Single Sign-on running on a different machine.
The BI Publisher is installed with an Oracle application server 10.3.1 (includes a HTTP server). These are the steps I followed:
1) Registered BI publisher as a partner application in the Oracle SSO admin console which generated a single sign-off url.
2) Made the required modifications in the mod_osso.xml config file.
3) On the BI publisher admin page went to the securities tab and opted the SSO security and entered the single sign-off url generated in the previous step.
4) Restarted the Oracle ID mgt infrastructure and the BI pub server.
The BI pub login is not getting redirected to the SSO page.
Please let me know as what is that I am missing. I've been cracking my head with this for quite long - any help will be highly appreciated.

"user589320"
APEX is only using BI Publisher to transform the XML data of your report and the template you provide into PDF, Word or Excel. For this, APEX sends the XML data and the template to BI Publisher, and BI Publisher sends back to completed document. So there's nothing stored in BI Publisher, all templates, report definitions, etc are stored in the APEX schema. This has the advantage that you can reference item values and other information in your print documents, and it also ensures that you don't have to access the database again from within BI Publisher, i.e. you don't need to communicate any authentication information to BI Publisher.
Of course BI Publisher itself also provide the ability to store reports and to store templates. But those are not accessible from APEX through the built-in integration. You can however use the same templates you use for BI Publisher directly on load them into APEX for use there.
Lastly, if you want to use and print reports in both BI Publisher and your APEX applications, you can do that through web services, take a look at Tyler Muth's BLOG for more information on this topic:
http://tylermuth.wordpress.com/2008/03/31/call-bi-publisher-web-services-from-apex/
Regards,
Marc

Need details on Outlook integration with SAP CRM

Need details on Outlook integration with SAP CRM

As Robert has stated there is plenty of information if you would have done a search first or looked at the CRM wiki.
https://www.sdn.sap.com/irj/scn/wiki?path=/display/crm/home
Please review the rules of engagement before posting further.
https://www.sdn.sap.com/irj/scn/wiki?path=/display/home/rulesofEngagement
Due to this thread, being way too vague and a duplicate question, I'm now locking it.
Thank you,
Stephen
CRM Forum Moderator

Integrating AS 10.1.2 and AS 10.1.3 to use Single Sign-on for BI Publisher

Hi Everyone
I was trying to make the following demonstration scenario on the AS and the facilities that can afforded by Oracle to our company:
Note: I have just one machine for demonstration with Win2003 Enterprise
First of all, I need to build a portal for my company, this portal will be published to the web through port 80 opened by Microsoft ISA Firewall (ISA installed on different machine):
1- Portal should be integrated with oracle forms and reports with single sign-on
2- AS, should have single sign-on authentication to work on port 80 only.
3- Portal should be integrated with BI Publisher 10.3
For the objectives mentioned above i have done the following:
1- install AS 10.1.2 (infra and mid-tier) on the same machine with default installation options (http port 7777 for infra and port 80 for MT). (objective 1 = done)
2- to make sso works on port 80, i have used webcache as reverse proxy for sso, and it's done but i have error (WWC-41400), but it doesn't affect login on portal, and that is my first problem.
3- To have BI Publisher to work and authenticate users using single sign-on on port 80 (from outside), I had to install AS 10.1.3 (http on port 7779) on the same machine mentioned above, and then deploy BI Publisher on it, and that was ok, but problem is how to make use of single sign-on to authenticate people listed in oracle internet directory of INFRA installation mentioned above to use BI Publisher on port 80 only.
So, could anyone please guide me in problem 2 and 3.
Thanks in advance.
Anas

a couple of parameters not configured inside the Tomcat files. Now the SSO is working.
SNC is not required for sso in bi 4.0
http://wiki.sdn.sap.com/wiki/display/BOBJ/BI4IntegrationintotheSAPEntreprisePortal+7.0.x
http://wiki.sdn.sap.com/wiki/display/BOBJ/SetupofSAPSSOServiceinSAPBOBI4.0+CMC
Best Regards

MS Outlook Integration with SAP

Hi,
I have few questions on outlook integration ( CRM 4.0) which is as follows.
1) Can we integrate Email by implementing Outlook integration in CRM 4.0? I heard that we can only integrate activities and tasks with SAP and MS outlook
2) When we create contact information in the account screen in CRM PCUI under relationship tab, the attributes like email id, mobile number, fax number, designation and department gets stores in relationship pop up in CRM GUI. Can I transfer these data (maintained in relationship pop-up in GUI) to MS outlook? I heard it has to be maintained in contact master data and not in relationship pop-up.
3) When a Contact Person is exchanged from CRM to Groupware having the relationship Is Contact Person For to an Organization in CRM, the name of the Company is displayed in Outlook Contact data. Also there is an option to display the address of the organization in the contact persons communication fields. If the name of the Organization is changed or address data or communication fields are changed at a later point in time in CRM the updated name or address of the Company is not reflected in groupware contact for this Contact person. Is this True?
4) If a Meeting request is created in Groupware with a Contact Person as invitee, his organization is NOT determined and added to the Business Activity.
E.g. it is NOT possible to determine the account of the contact person and add this account as the Activity Partner in the Business Activity. Is this True?
Points will be rewarded****************

Hi
1) Unread eMails are shown in the inbox. In standard nothing more, but you can read the inbox entries and from there on build your own functionality to create an activity from there (pretty difficult). Other than that, only activities and tasks are integrated.
2) It can be done. A customer of mine did it together with SAP, but they both together spend some 100 days into this solution - obviously not a standard solution.
3) Yes, it is not updated as the shown adress is only inherited and does not belong to the CP. The CP is only updated if its own CRM data is changed.
4) This is not a standard functionality of the groupware integration. However you could customize a reverse partner determination from contact person to its BP and put that into the business partner. I would try and trigger it OnSave, otherwise you need to go into the BAPI_Order_Save and program it yourself.
Hope this helps,
Kai

Oracle E-Business Suite account has not been linked with the Single Sign-On

We followed this note 1484024.1 to integrate Oracle EBS 12.1.3 with Oracle Access manager 11g R2.
Integrating Oracle E-Business Suite Release 12 with Oracle Access Manager 11gR2 (11.1.2) using Oracle E-Business Suite Access Gate [ID 1484024.1]
All the steps have been complete successfully without any errors.
When the excisistign users trying to login.. they will get the single single OAM page but not able to use their current user id and passwords..
it says: "Your Oracle E-Business Suite account has not been linked with the Single Sign-On account that you just entered. Please enter your Oracle E-Business Suite information. The next time you sign on with your Single Sign-On account, it will automatically sign you on to the Oracle E-Business Suite using the following account information. "
Any help greatly appreciated.
Thanks!

Hi,
it says: "Your Oracle E-Business Suite account has not been linked with the Single Sign-On account that you just entered. Please enter your Oracle E-Business Suite information. The next time you sign on with your Single Sign-On account, it will automatically sign you on to the Oracle E-Business Suite using the following account information. "this is expected, if you are linking your existing OID users with existing EBS users.
When it asks the user information here, enter the EBS username and password.
The first time users login to ebs, it needs to link that particular usre with a particular.
The next time you login, it does auto link.
Please see "Applications SSO Auto Link User (APPS_SSO_AUTO_LINK_USER)" in
http://docs.oracle.com/cd/E18727_01/doc.121/e12843/T156458T465432.htm
Thanks

Biztalk 2013 integration with CRM 2015

Hi,
I am working on a BizTalk 2013 integration with CRM 2015 on premise server and currently developing a POC to see how it works. There are quite a few good articles on BizTalk-CRM integration and I am referring them while building this POC. However I thought
of taking expet’s advice for this. Here are my requirements as of now.
Search CRM contacts by Fname, Lname etc.. And definitely not by Contact ID which is GUID. In this case BizTalk can expect responses like Single contact, Multiple contacts, Contact Not found or soap fault.
Create a single contact record in CRM from BizTalk.
Update Contact details in CRM like multiple addresses for a single contact.
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I did an orchestration today with soap endpoint for “Retrieve” operation bypassing a GUID and can see the response returned. But how to pass the fname, lname etc. instead of GUID as there are no fields to populate in the soap Retrieve schema?
Is it wise decision to use untyped soap UI instead of CRM SDK proxy by keeping the above 3 requirements in mind?
Using SOAP endpoint, how can achieve the requirement 1 that returns multiple contacts?
I have seen articles using Query and Fetch to get multiple contacts and I really don’t understand it. Is it the only way to get multiple contacts?
Thanks!
JB

Hi Abhishek,
While exploring the CRM REST capabilities i found the below content on MSDN that says the REST endpoint works only for getting the contact by uniqueID and not by firstname and lastname etc...
https://msdn.microsoft.com/en-us/library/gg328090.aspx#BKMK_RetrievingRecords
Retrieving records
HTTP GET is used when you are retrieving records. When a unique identifier for
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We can't use a GUID as it is name search from customer website and GUID available at that stage.
So if it works only with GUID then we have to use either CRM SDK or SOAP enpoint right?
Cheers
JB

Single Sign On For CRM IC?

I'm working on a project to implement Single Sign On for our company. I currently have it working for all of our SAPGUI users via SNC (LDAP auth) and also our portal users (also via LDAP auth), and want to use it also for the CRM Interaction Center (Web client).
Has anyone successfully implemented a single sign on solution for the IC? If so, reward points are waiting for someone who can guide me to documentation on how to set it up/configure.
Thanks in advance for any help the forum can provide.

Hi Wayne, a very good question based on the docs. <a href="http://help.sap.com/saphelp_crm40sr1/helpdata/en/99/39926a159f4a75bd7abeec9b49a040/frameset.htm">In the docs</a> it is stated that:
Integration Into Single Sign-On Environments
 The application does not accept SAP logon tickets.
 The application does not accept X.509 digital certificates.
 When the IC agent user is integrated into the SAP Enterprise Portal, it is SSO enabled.
I would guess, this means, there is an iview or something like this in the portal to start the WebClient wihtout requiering the user to authenticate again.
regards,
Patrick

CRM Open Interface Tables for Integrating with CRM

HI all, We are evaluating integration with CRM from Telco Billing system. The TRMs of CRM talk about using some published open Interface table in CRM. I could not find any TRM or User manual where I can get this info.
Also need to know API for CRM for intregation. PL. reply to [email protected] . Thanks - Pradip

I think you also need V14496-01 Part 1 of 2 and V14496-01 Part 2 of 2 (English Language Extension Packs).
Installation is explained in the Bookshelf: V29095-01

Computer Telephone integration with CRM

Hi ,
We have a requirement to integrate existing Interactive Voice Response system,Computer Telephone Integration and Automatic Call Distribution with proposed SAP CRM. In order to integrate them we would like to use third party adapters from companies like AMT,SIEMENS,Genesys etc..
1. Does any one has experience in integrating these tools ?
2. Or is there any other better approach for the integration with CRM?
Thanks for your time.
Sunil

Hi Tony-
I am vinod, working in Accenture, India. I am a genesys engineer, have little knowledge of SAP CRM.
We made a successfull RFC connection to gplus in sm59, then i tried to create a telephony server in sphb, but this connection test failed. Am i going in the right path, or is there any other way to do this.
Is maintaining telephony server in SPHB mandatory or is there a similar setting in CIC0 configuration?
Can you please let me know how this can be done. Please provide me if you have any documents on this.
Thanks in advance

VMS Integration with CRM System

Dear All,
I need help in the area of VMS Integration with CRM 5.0 system and the necessary settings for this. Here VMS is going to be the Back-end system for CRM and the Data Flow between CRM and VMS vise versa. We are using IC winclient as a channel for the pre and post sales processes.
suggest me some documents and links in this regard.
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Ramana Rao

Hi,
Yes, You can create one system object with 3 different "Alias name" so one alias name used on one client ans so on...
In user mapping like
alias name1=Client1
alias name2=Client2
alias name3=Client3
Regards,
Senthil K.
[Points r welcome]

HR Integration with CRM doesn't create employee in CRM

Hello all;
We are using SAP CRM 5.0 SP08 and SAP ECC 6.0. I am trying to setup the HR-CRM integration and did everything that must be done in my opinion. The IDOC is created succesfully from the ERP side via PFAL and BD87 in CRM shows "green" status records for the IDOC but no business partner is created. I read the blog /people/vikash.krishna/blog/2006/10/15/replicating-hr-master-data-part-1 , examined the SAP notes 934372, 312090, 550055 but there is no result. May you please help me in solving the problem?
Best Regards,
Erkan

Hi Erkan
Did you follow all the following steps
Setting up Transfer of Employee (HR Master) from R/3 to CRM
1. Logical system XXX assigned to R/3 client XXX. Logical system YYY assigned to CRM client YYY view through SCC4
2. Create RFC Destination YYY for CRM client YYY in R/3 and
Server ID with user details and client YYY.
3. Transaction code SALE : Application Link Enabling (ALE)  Modelling and Implementing Business Processes  Maintain Distribution Model and Distribute Views. (Direct transaction code : BD64)
Go to change mode and select Create Model view.
You get a popup. Fill in the details Technical name, short text and validity
Select Add message type from the application tool bar.
Fill in the following details
Model view : HRCRM
Sender logical system : XXX
Receiver logical system : YYY
Message type : HRMD_ABA
Note : Only this message type works for employee transfer.
4.Save the model. From the same screen select the distribution model and from the menu Environment  Generate partner profiles
Dont change anything in the next screen. Simply Execute.
4.Distribute the distribution model HRCRM
Select the distribution model. From the menu bar, Edit  Model View  Distribute
You get a dialog showing the receiver logical system. Execute.
You get a log Model view HRCRM has been created in target system YYY
5.Go to the CRM system and check up whether this model has been created.
Transaction code BD64
The model has got copied. No changes can be made in CRM
6. Generate partner profiles for the distribution model in CRM by selecting
Environment  Generate partner profiles.
In the next screen, do not make any changes and Execute.
Partner profiles can be seen in transaction WE20
Delta Download Settings
7. So far, the above settings will ensure the initial download. However for any changes / new employees to be transferred, i.e delta changes, changes pointers need to be activated.
In R/3, Transaction code SALE, Application Link Enabling (ALE)  Modelling and Implementing Business Processes  Master Data Distribution  Replication of Modified Data  Activate Change Pointers Generally (BD61)
This activates change pointers globally for all message types.
8. In R/3, Transaction code SALE, Application Link Enabling (ALE)  Modelling and Implementing Business Processes  Master Data Distribution  Replication of Modified Data  Activate Change Pointers for Message Types
Activate change pointer for message type HRMD_ABA
9. CRM : Number Assignments. Generally, there are 3 types of number assignments (also called switches) when business partners are created.
1 The system uses the number from the general internal interval of the number
 range object BU_PARTNER
2 The system uses the number from a specific internal interval of the object
3 The number is transferred from HR and a prefix is added. In this case, a specific external interval, which must be defined as XX00000000 (upto
XX99999999), is used (where XX denotes any two letters).
The number range object for all switch positions is BU_PARTNER, with the interval depending on the switch value.
For switch value 1, the system uses the internal standard interval, otherwise for switch values 2 and 3 you must also create a grouping (transaction BUC2) for these intervals. For the system to be able to connect the grouping and the number range interval, the name of the grouping must be exactly the same as the name of the corresponding number range interval (the name of the grouping is contained in the first column of the table). If you select 3 (HRALX/PNUMB = 3) for the number assignment of busienss partners of the employee role, create HRALX/PSUBG switch manually in table T77S0.
In table T77S0, HRALX/ONUMB is used to set the number assignment for organizational units and HRALX/PNUMB is used to set the number assignment for employees.
Create a number range ZZ
Transaction code BUC2. Create a grouping of the same ID as that of the number range. Eg. Number range ID : ZZ and grouping ID should also be ZZ
In table T77S0, maintain the following combinations
HRALX-PNUMB = 2
HRALX-PSUBG = ZZ
10. Make the following customizing changes in CRM
Transaction code SM30 : Table T77S0
Group Sem Abbr Value Abbr
HRALX HRAC X Activate HR Integration with CRM
HRALX OBPON ON Activate integration between Business partners and Org Units
HRALX PBPON ON Integration between business partners and employees
HRALX OPROL BUP004 Role definition for org unit Business partner
HRALX PPROL BUP003 Role definition for Employee Business partner
HRALX ONUMB 1 Number range assignment for org units
HRALX PNUMB 2 Number range assignment for Employees
HRALX PSUBG ZZ Number range grouping only if PNUMB is not 1.
11. Create Employee Master in R/3. Employee master consists of Infotypes. The mandatory infotypes are Actions, Address, Personal data and Organizational Assignment.
Transaction code : PA30
12. In R/3 Initial Download : SE38 RHALEINI
Plan version : 01
Object type : P Person (always)
Object ID : Employee ID eg. 1
Receiver Partner no. : YYY
Select further details
You get all the data transfer details
13. In CRM, transaction code PP01 View HR Master objects
You see that the employee 1 has got transferred. To see the corresponding business partner go to the infotype Relationships (the first row)
Screen 2 gives you the business partner ID in CRM
14. Now change the employee master in R/3. Execute program RBDMIDOC in R/3 to send the changes over to CRM
Put message type HRMD_ABA and Execute
15. All subsequent changes in R/3, i.e changing an existing Master or creating a new one goes through directly by program RBDMIDOC.
16. After all employees are transferred to CRM from R/3 only then its safe to execute initial download CUSTOMER_REL
If an Employee responsible 2 is replaced by 3 in the customer master in R/3, then in CRM, the same is not replaced. Only difference that the sales area assignment is no longer there for the replaced employee in transaction BP relationships.
Hope this would help.
Regards,
Rekha Dadwal
You gain a point for every point that you reward. So reward helpful answers generously

Points before taking backup of R3 which is integrated with CRM

Dear Experts,
We have integrated SAP R3 with SAP CRM 6.0.
We are planning to take a backup of Production system(of R3) and load the Master Data into Quality system of R3 (System Refresh).
As we have integrated R3 with CRM , we feel that the system refresh will create issues in CRM system (like large number of inbound queues, GUID errors etc.)
Please share your thoughts and experiences before performing the system refresh/backup.
Also, please provide the necessary steps to be carried out before taking backup of R3 system in an CRM integrated scenario.
Thanks,
Techie

Hi
I am working to create a strategy to backup and restore the productive systems ERP and CRM, they replicate all BP information. Do you found information about the points before taking backup of ERP which is integrated with CRM?
Thanks,
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How to use single sign-on for BCC and Experience Manager

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With the older versions of Endeca commerce stack there is no OOTB support for this. However with Oracle Commerce 11, SSO with BCC and Experience Manager are out of the box. Oracle Commerce 11 is released today.

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We want to implement single sign on for our application.
We want to deploy 2 applications(JSF/ADF) on web logic server say
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If user already logged into webapp1 with valid userid and password and
then he access the link for webapp2 he should not be asked to provide
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you are in the wrong forum. This one is related to Oracle forms. Try the ADF-forum instead.

MS Outlook Integration with CRM & Single Sign-On for Mobile\Blackberry

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