Software Requirements - websmp209.sap-ag.desapidp/012002523100011029082014E/… · Software...

EHP3 for SAP CRM 7.0

April 2014

English

Document Version 1.1

Software Requirements SAP CRM rapid-deployment solution (V6.703)

SAP SE Dietmar-Hopp-Allee 16 69190 Walldorf Germany

SAP CRM rapid-deployment solution (V6.703) Software Requirements

© SAP SE of 21

Copyright

© 2014 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE. The information contained herein may be changed without prior notice. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark


© SAP SE of 21

Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

External Process

Business Process Alternative/Decision Choice

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables.

EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the

ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.


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Content

1 Purpose ......................................................................................................................................... 5

2 Required Product Versions and Software Components ............................................................... 5

2.1 Important Release and Support Package Level Information .............................................. 5

2.2 General Software Requirements ......................................................................................... 5

2.3 Software Requirements specific to Desktop Connection for SAP CRM ............................. 8

2.4 Software Requirements specific to SAP HANA ................................................................ 10

2.5 SAP Solution Manager and SAP Solution Manager Content Add-on ............................... 14

3 Integration Points ........................................................................................................................ 15

4 Required Business Functions...................................................................................................... 17

5 More Information ......................................................................................................................... 20

5.1 Figure of System Landscape ............................................................................................ 20

5.2 Hardware Sizing ................................................................................................................ 21


© SAP SE of 21

1 Purpose This document lists all software required to implement and run the solution.

If the SAP CRM rapid-deployment solution V6.703 is implemented following the “pre-assembled” deployment approach, this document rather serves as a reference (as opposed to a ‘requirements’) document, listing the software which is already part of the pre-assembled system.

Refer to SAP Note 1992121 for current information on availability of SAP CRM software appliances (“pre-assembled rapid-deployment solutions”) and more details.

2 Required Product Versions and Software Components

2.1 Important Release and Support Package Level Information

The deliverables of SAP Best Practices packages are developed and tested in a system landscape with specific release and support package stack (SPS) level, as documented below. SAP recommends to meet this SPS as minimal SPS level.

If you need a higher SPS level in your system, for example, because of additional functionality, ideally first import and activate the SAP Best Practices package on the mentioned SPS level, then update your system to the target SPS level. If SAP Best Practices content is activated directly on a higher SPS level (for example, if the recommended SPS level is not available anymore), some automated activation steps might fail, however still can be processed manually following the related configuration guide. Also note that some of the SAP Notes which are considered relevant for the scope of the solution package might be obsolete due to a higher SPS level, and additional SAP Notes could exist.

For delivery of the software, an installation number and a corresponding license agreement are required. An S-USER is required to order software in the Software Catalog or download from the SAP Software Download Center (SWDC) on SAP Service Marketplace (SMP). You can only order unrestricted SAP software.

2.2 General Software Requirements The following table lists the software required to implement and run the solution:


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SAP Product

Product Version

Component Part of Pre-assembled System

Logical Component in SAP Solution Manager*

Comments

SAP CRM EHP3 FOR SAP CRM 7.0 (SP03) / NW 7.40 (SP05)

BBPCRM Yes CRM70_EHP3_APPL_SERV_ABAP

Mandatory.

SAP GUI for Microsoft Windows

For information about supported SAP GUI releases, see SAP Note 147519.

n.a. Yes None Required for system administration functions and maintaining application customizing.

SAP Best Practices Solution Builder

BP-SOLBLD 70Vx

Always use the latest available version as outlined in SAP Note 1301301.

BP-SOLBLD Yes None Add-on for the implementation tool (only necessary to be implemented in a system where content activation shall be done using the Solution Builder (i.e. Sandbox or Development System).

SAP Best Practices Configuration Content (for SAP CRM and SAP NetWeaver)

BP-CRM 713Vx

BP-CANW 740Vx

Always use the latest available versions as outlined in SAP Note 1301301.

BP-CRM

BP-CANW

Yes None Add-ons containing configuration content (only necessary to be implemented in the system which is used for the initial content activation (i.e. Sandbox or Development System).

SAP ERP** EHP7 FOR SAP ERP 6.0 (SP03) - central applications

SAP_APPL No ERP60_EHP7_CENTRAL_APPLICATION

Optional, that is, not required for CRM standalone deployment.

* The logical component in SAP Solution Manager is an identifier provided by SAP for the combination of the product and product version. When selecting the SAP Solution Manager template later on, the logical component provided by SAP will automatically be mapped with the logical component in the customer system landscape with the same combination of product and product version to set up access from SAP Solution Manager to the correct customer system.

** As part of implementing the SAP CRM rapid-deployment solution, the SAP CRM system can be integrated with the customer’s existing SAP ERP system. However, it is also possible to deploy the SAP CRM rapid-deployment solution in a CRM standalone manner. In this case, the SAP ERP client is not required.

Also in case of pre-assembled deployment the ERP system is not part of the pre-assembled system, but the customer’s existing SAP ERP system needs to be integrated during the implementation project.

End users access SAP CRM via their local Web browsers. Exception: the Interaction Center Manager must access SAP GUI to generate and assign call lists for the Interaction Center Marketing (C81) scenario.

For the latest information about supported web browsers, refer to SAP’s Product Availability Matrix, which bundles technical information on SAP components for quick reference (http://service.sap.com/pam; enter EHP3 FOR SAP CRM 7.0) and SAP Note 1876371.

http://service.sap.com/sap/support/notes/147519



http://service.sap.com/pam



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If SAP Best Practices scope item CRM Interactive Reporting (CR2) is in scope: As of SAP Enhancement Package 3 for SAP CRM 7.0 CRM the user interface (UI) to display reporting data is based on HTML5, replacing the previous UI based on Adobe Flash.

Note that this technology is only supported as of the following browser versions:

Microsoft Internet Explorer, as of Version 9

Mozilla Firefox, as of version 17

Safari, as of version 5

Google Chrome

If you want to use a browser version that is not supported, do not activate business function CRM_ANA_UI5: Interactive Reporting Using UI Development Toolkit for HTML5 so that you can use the Interactive Reporting UI based on Adobe Flash. However also note that some CRM Interactive Reporting features also depend on that technology, such as embedding Interactive Reports on Home, overview and work center pages (related to business function CRM_EMBED_IR_ANA_UI: Embedded Interactive Reporting and SAP HANA Live Reporting Analytics). For details refer to the release information, e.g. via transaction /sfw5 (Switch Framework Customizing).

For scenarios in which survey and questionnaire functionality is used (such as Activity Management, Lead Management, and Opportunity Management), you have to activate the Virtual Machine Container (VMC). For more information about activating the VMC, see SAP Note 854170. In the pre-assembled system the Virtual Machine Container is activated.

The Adobe Flash plugin needs to be installed on the user’s local browser for using the graphical segmentation modeler (scope item Lean Campaign Management). For detailed information, see SAP Note 1334838). It is also required for using the graphical buying center feature (within scope items Account and Contact Management and Opportunity Management) and the dashboard feature in the context of the Accelerated Agent Inbox based on SAP HANA.

The Java Runtime Environment (JRE) is required for using the Interactive Scripting Editor within the business processes Interaction Center Marketing and Interaction Center Sales. JRE allows end-users to run Java applications and needs to be installed on the user’s local PC. Use any version of Java™ Plug-In higher than 1.6. For details see SAP Note 717921.

HTTPS is prerequisite for:

scope item Activity Management using Desktop Connection for SAP CRM

dashboard functionality (Inbox Work Distribution Dashboard) within scope item Interaction Center Service Request Management (in the context of the Accelerated Agent Inbox based on SAP HANA)

The Master Guide for SAP Customer Relationship Management provides the central starting point for the technical implementation of SAP CRM. Use the Master Guide to obtain an overview of SAP CRM, its software units, and scenarios from a technical perspective. The Master Guide helps you design your SAP CRM system landscape.

The Master Guide is available via http://service.sap.com/instguides SAP Business Suite

Applications SAP CRM SAP enhancement package 3 for SAP CRM 7.0 Plan.




http://service.sap.com/instguides


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2.3 Software Requirements specific to Desktop Connection for SAP CRM

Desktop Connection for SAP CRM enables you to synchronize appointments, employees, contacts, and accounts between Microsoft Outlook and SAP CRM so that you can access all relevant data that has been created in SAP CRM from Microsoft Outlook. In order to implement and run SAP Best Practices for CRM scope item Activity Management Using Desktop Connection for SAP CRM the following software components are required in addition:

SAP Product

Product Version

Component Part of Pre-assembled System

Logical Component in SAP Solution Manager*

Comments

SAP Netweaver Gateway Foundation

SAP NW GATEWAY FOUNDATION 7.40 (SP05)

SAP_GWFND Yes CRM70_EHP3_APPL_SERV_ABAP

As of SAP NetWeaver 7.40 (SP02) this component is part of SAP NetWeaver itself. So landscape set-up could be either way: using the Gateway component which is anyway part of SAP CRM’s NetWeaver stack or running it on a separate server. This finally also depends on performance considerations, and e.g. if customers in parallel run other scenarios that require the Gateway component as well, such as SAP JAM integration scenarios or SAP FIORI related scenarios.

SAP CRM DESKTOP INT

CRM DESKTOP CONNECTION 2.0 (SP01)

CRM DESKTOP INT

Yes

(CRMGWS and CRMGWCUS; not CRMGWCON)

CRM70_EHP3_APPL_SERV_ABAP

Consists of components:

- CRMGWS (ABAB add-on to SAP CRM system

- CRMGWCUS (customization package, will be configured during implementation project)

- CRMGWCON (MS Outlook Connector; client component for Win32 and Windows on x64 64bit; required on user’s local PC).

For details refer to the Administrator's Guide as the single and leading source of information for the implementation of the Desktop Connection for SAP CRM. This guide also documents required and supported operating systems and versions (on client), Microsoft Outlook versions (on client), Microsoft Exchange Server versions, Microsoft .NET Framework version, and Microsoft Visual C++ version.

Also note that HTTPS is prerequisite for using Desktop Connection for SAP CRM.


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The most recent version of this document is available on SAP Service Marketplace at http://service.sap.com/instguides SAP Business suite Application SAP CRM Add-Ons Desktop Connection for SAP CRM.

To send e-mails from SAP CRM and receive e-mails in SAP CRM, a connection to an e-mail server is required. The mail server needs to be connected to the SAP CRM system and all installation-related activities need to be completed prior to implementing the SAP CRM rapid-deployment solution. Setup of this mail server and the connection to the SAP CRM system is not part of the service delivery.

Also in case of implementing based on a pre-assembled system, an e-mail server on customer side is required. If the pre-assembled system resides in the Cloud a VPN-tunnel is required between the Cloud and the e-mail server.

For additional information refer to SAP Notes 1436692 and 455140.

With Microsoft Office Outlook 2007, the Microsoft ‘Collaboration Data Objects’ (CDO) Library is no longer contained in the supply scope of the Microsoft Outlook installation routine, so it must be installed separately. Refer to article 171440 from the Microsoft support web site (http://support.microsoft.com/kb/171440. The CDO’s can be downloaded from the Microsoft web site, for example from here: http://www.microsoft.com/downloads/en/details.aspx?familyid=2714320d-c997-4de1-986f-24f081725d36&displaylang=en.

Starting with Microsoft Outlook 2010 the CDO‘s are no longer required.

In addition users’ browser settings must comply to the documentation in the 'Prerequisites' section for the E-Mail function in: http://help.sap.com/saphelp_crm700_ehp03/helpdata/en/e1/8bbeffb1b940bb894aa7b7a4c51342/frameset.htm

For details refer to SAP Note 963408.




http://support.microsoft.com/kb/171440

http://www.microsoft.com/downloads/en/details.aspx?familyid=2714320d-c997-4de1-986f-24f081725d36&displaylang=en

http://www.microsoft.com/downloads/en/details.aspx?familyid=2714320d-c997-4de1-986f-24f081725d36&displaylang=en

http://help.sap.com/saphelp_crm700_ehp03/helpdata/en/e1/8bbeffb1b940bb894aa7b7a4c51342/frameset.htm

http://help.sap.com/saphelp_crm700_ehp03/helpdata/en/e1/8bbeffb1b940bb894aa7b7a4c51342/frameset.htm



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2.4 Software Requirements specific to SAP HANA The following table lists SAP HANA related software required to take advantage of SAP HANA specific scope within the SAP CRM rapid-deployment solution:

SAP Product

Product Version

Component Part of Pre-Assembled System

Logical Component in SAP Solution Manager

Comments

SAP HANA PLATFORM EDITION

SAP HANA, platform edit. 1.0 (SP07, latest revision)

SAP NEWDB Yes None Optional.

SAP HANA ANALYTICS FOR CRM

SAP HANA ANALYTICS FOR CRM 1.0 (SP05)

HCO_HBA_CRM

(HANA CONTENT HBA SAP CRM 100)

Yes None Optional.

SAP HANA content required for scope item CRM Interactive Reporting on SAP HANA.

SAP HANA CRM IC INBOX ACC

SAP HANA CRM IC INBOX ACC 1.0 (SP01)

HCO_CRM_IC_AUI2

(HANA CONT CRM IC INB2 100)

Yes None Optional.

SAP HANA content for the ‘accelerated agent inbox’ feature in SAP CRM; related to scope item Interaction Center Service Request Management.

Also refer to SAP note 1810530.

SAP HANA content for the ‘duplicate check’ feature

[content available via SAP Note, not as software component]

Yes None Optional.

Related to scope item Account and Contact Management.

Refer to SAP note 1858106.

For supported hardware platforms for SAP HANA refer to SAP’s product availability matrix (PAM) via http://service.sap.com/pam and search for ‘SAP HANA’. Via the result list navigate to the PDF document “SAP Hana Enterprise-Platform 1.0 PAM”.

Installing SAP HANA Studio

SAP HANA Studio enables technical users to manage the SAP HANA database, to create and manage user authorizations, and to create new or modify existing models of data in the SAP HANA database. It is a client tool, which is used to access local or remote SAP HANA databases.

1. Download SAP HANA Studio Installer (SAR file) from the SAP Software Download Center (SWDC) at https://service.sap.com/swdc to your local machine.

2. Open the downloaded folder and run the HDBSETUP executable file (SAP HANA Database Installation Manager) to install and update the SAP HANA Studio.

3. When prompted, use option Install new SAP HANA Studio to proceed with the installation.



http://service.sap.com/pam

https://service.sap.com/swdc


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4. Open the SAP HANA Studio from the Microsoft Windows Start menu: Start All Programs SAP HANA SAP HANA Studio.

To work in the SAP HANA database, you need to have a database user who has the privileges (SQL, Analytics) granted directly or indirectly (through roles). The available standard roles are MODELING and MONITORING for performing the basic operations on database objects and to allow read access to data.

Getting and Installing SAP HANA Analytics for CRM

The SAP HANA Analytics for CRM installation is required if you are going to implement CRM Interactive Reporting (CR2) and want to take advantage of SAP HANA’s virtual data models (VDM).

Ensure you have installed SAP HANA Studio before you execute the procedure. To work in the SAP HANA Database, ensure you have a database user who has SQL privileges to allow access to and carry out operations on database objects, such as schemas, tables and views and analytics privileges to allow read access to data in SAP HANA information models (i.e. analytic views, attribute views and calculation views).

1. To download the SAP HANA Analytics for CRM, go to SAP’s Software Download Center (SWDC) at https://service.sap.com/swdc.

2. From the SWDC, download the file (.tgz) SAP HANA Analytics for CRM.

3. In the SAP HANA Studio, add the SAP HANA database system using the following options.

3.1 Right click in the Navigator space and choose Add System.

3.2 Enter the SAP HANA Instance details i.e. hostname, instance number, description and click Next.

3.3 Choose Authentication by database user and enter database username and password to connect to the SAP HANA database.

3.4 Select Finish.

4. The SAP HANA system now appears in the Navigator.

5. Open the Modeler Perspective of the SAP HANA Studio by choosing Window Open Perspective Other... Modeler.

6. Select the added SAP HANA system in the navigator and choose Import… inside Content.

7. Select Delivery Unit mode within SAP HANA Content folder and choose Next.

8. Choose Client and the Browse for the downloaded file (.tgz) and choose Finish to trigger the import.

If any errors occur during the import, correct them and re-install.

Getting and Installing SAP HANA CRM IC Inbox Accelerator Content

The SAP HANA CRM IC Inbox Accelerator installation is required if you are going to implement the Accelerated Inbox functionality within CRM Interaction Center related scenarios of SAP Best Practices for CRM.

Ensure you have installed SAP HANA Studio before you execute the procedure. To work in the SAP HANA Database, ensure you have a database user who has SQL privileges to allow access to and carry out operations on database objects, such as schemas, tables and



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views and analytics privileges to allow read access to data in SAP HANA information models (i.e. analytic views, attribute views and calculation views).

1. To download the SAP HANA CRM IC INBOX ACC Content for SAP CRM, go to SAP Software Download Center (SWDC) at https://service.sap.com/swdc.

2. From the SWDC, download the file (.tgz).

3. In the SAP HANA Studio, add the HANA database system using the following options.

3.1 Right click in the Navigator space and choose Add System.

3.2 Enter SAP HANA Instance details i. e. hostname, instance number, description and click Next.

3.3 Choose Authentication by database user and enter database username and password to connect to the SAP HANA database.

3.4 Select Finish.


5. Open the Modeler Perspective of the SAP HANA Studio by choosing Window Open Perspective Other… Modeler.

6. Select the added SAP HANA system in the Navigator and Choose Import SAP Hana Content

7. Select Delivery Unit Mode and Choose Next.

8. Choose Client and Browse for the downloaded file(.tgz) and Choose Finish to trigger the import.


Additionally refer to SAP Note 1810530.

Getting and Installing SAP HANA Duplicate Check Content

Implement this content if you want to take advantage of the SAP HANA based duplicate check feature.

Ensure you have installed SAP HANA Studio before you execute the procedure.

To work in SAP HANA Database, ensure you have a Database user who has SQL Privileges to allow access to and carry out operations on database objects, such as schemas, tables and views as well as Analytics Privileges to allow read access to data in SAP HANA information models (i.e. analytic views, attribute views and calculation views).

1. Download the relevant content for SAP HANA via SAP Note 1858106.

2. In the SAP HANA Studio, add the SAP HANA database system using the following options:

a. Right click in the Navigator space and choose Add System.

b. Enter SAP HANA Instance details i.e. hostname, instance number, description and click Next.

c. Choose Authentication by database user and enter database username and password to connect to SAP HANA database.

d. Select Finish.


4. Open the Modeler Perspective of the SAP HANA Studio by choosing Window Open Perspective Other… Modeler.

5. Navigate to the Setup Area and chose the Link Schema Mapping and click Add New Schema Mapping.





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The <Target system schema> must be the schema that includes the tables BUT000, BUT020, BUT052, ADRC, ADCP, ADR2 and ADR6.

7. Give the user the authorization _SYS_REPO for the schema <Target System schema> in order to be able to activate the imported objects:

Navigate to SAP HANA Modeler <Target system schema> Security Users _SYS_REPO SQL privileges (or Object Privilege, as renamed later) add the schema <Target system schema> with Select Authorizations activate this change for the user _SYS_REPO.

8. Check if the following authorizations are maintained for the user entered in the connection to the HANA DB.

EXECUTE authorization for EXECUTE_SEARCH_RULE_SET from schema SYS

SELECT authorization for the table SEARCH_RULE_SETS from schema _SYS_RT

9. Select the added SAP HANA system in the Navigator and Choose Content -> Import-> Delivery Units (in folder SAP HANA Content).

10. Select Delivery Unit Mode within SAP HANA Content folder and Choose Next.

11. Choose Client and Browse for the downloaded file (.tgz).

12. Select Option Activate Objects and start the import by choosing Finish to trigger the import.


The attribute views BP_ORG, BP_PERSON, BP_CONTACT and the three rule sets are created under Content sap bc icm bp.

Additionally refer to SAP Note 1858106.



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2.5 SAP Solution Manager and SAP Solution Manager Content Add-on

For the implementation of the solution package, a SAP Solution Manager system is recommended. SAP Solution Manager in general is needed for installation and managing of maintenance certificates, Enhancement Packages and upgrades. In the context of SAP rapid-deployment solutions, specific implementation content is delivered via SAP Solution Manager templates.

It is assumed that a productive SAP Solution Manager system is available in the customer’s system landscape: if the customer is already using other SAP products (for example, SAP ERP) SAP Solution Manager should already be present in the system landscape.

Software Component

Product Version SP Level Part of Pre-Assembled System

SAP Solution Manager SAP Solution Manager 7.0 Enhancement Package 1

Or

SAP Solution Manager 7.1

Or

SAP Solution Manager 7.1 on HANA (ST 712)

SP18 or higher

In case the SP is below 24, see SAP Note 1579267.

SP01 or higher

SP00 or higher

No

For more information about SAP Solution Manager (including system administration and implementation aspects described in chapters below), see the SAP Library documentation for SAP Solution Manager at http://help.sap.com → Application Lifecycle Management → SAP Solution Manager, or at http://service.sap.com/solutionmanager.

Import the content add-on ST-RDS 100 to the SAP Solution Manager product version in place. This add-on contains SAP Solution Manager content related to this solution package. See also SAP Notes 1686668 and 1726649. The latest available ST-RDS 100 content support package can be downloaded from the SAP Software Download Center on SAP Service Marketplace

(http://service.sap.com/swdc Installation and Upgrades Browse our Download Catalog SAP

Rapid Deployment solutions SAP Solution Manager Implementation Content ST-RDS 100).


http://help.sap.com/

http://service.sap.com/solutionmanager



http://service.sap.com/swdc


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3 Integration Points This solution package provides an integration option with the customer’s existing SAP ERP system. It’s assumed that the customer has an SAP ERP system up and running in the system landscape. On a detailed level, the following integration points exist related to this solution package:

Type System 1

Direction System 2

Related Scope Item / Scope Item Grouping

Building Block

Business Configuration

Master Data: Customer ECC >> CRM n.a. (Foundation) C03 Master Data Replication (incl. Delta Guide) C10 Central Master Data

Master Data: Product [standard sales products, not: service products]

ECC >> CRM C63 Opportunity Management C39 Lean Campaign Management C64 Integrated ERP Order and Quotation Management

C03 Master Data Replication (incl. Delta Guide) C10 Central Master Data

Master Data: Pricing Condition

ECC >> CRM C63 Opportunity Management

B09 - Customizing Replication C03 - Master Data Replication (incl. Delta Guide)

Account Hierarchy ECC >> CRM C66 Account and Contact Management

C36 Account and Contact Management

Organizational Data (for Sales)

ECC >> CRM C63 Opportunity Management C64 Integrated ERP Order and Quotation Management

C01 CRM Organizational Model C40 ERP Organizational Model C15 CRM Organizational Model for Sales C33 CRM Sales Employees - ERP Integration

Sales Area Data ECC >> CRM C63 Opportunity Management C64 Integrated ERP Order and Quotation Management

C15 Organizational Model for Sales

ERP Quotations / ERP Sales Orders

no replication, but ERP sales orders and quotations are integrated within

CRM WebUI

C64 Integrated ERP Order and Quotation Management C82 Interaction Center Sales

C34 CRM Integrated ERP Order and Quotation Management

Technical Configuration

Connectivity ECC <<>> CRM n.a. (Foundation) C71 CRM Connectivity C72 ERP Connectivity

Customizing ECC >> CRM n.a. (Foundation) B09 Customizing Replication


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Note that the cross-system SAP Best Practices for CRM scenarios, which serve as basis for configuring the SAP CRM rapid-deployment solution, have only been validated with SAP ERP 6.0 Enhancement Package 07. Depending on the scenario however, according to the Master Guide, SAP CRM can also be integrated with lower SAP ERP releases.

The Master Guide is available via http://service.sap.com/instguides SAP Business Suite

Applications SAP CRM SAP enhancement package 3 for SAP CRM 7.0 Plan.

If implemented on lower SAP ERP release levels, customers might not be able to take full advantage of the delivered system pre-configuration and may run into issues when implementing the pre-configuration. Also note that some of the system pre-configuration which is contained in this solution package might be related to features which are not available with lower release levels.



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4 Required Business Functions Functionality in this solution package requires certain business functions to be active in the SAP CRM system and the SAP ERP system. These business functions need to be activated before you start the actual implementation.

Activating business functions makes permanent changes to your system and cannot be undone. For more information about the impact, see the documentation of the related business function.

In the pre-assembled system the business functions required in the SAP CRM system are already activated.

The following two pages list the required business functions including a mapping of the business functions to the SAP Best Practices business processes (scope items) in scope of the solution package:

Scope Item

Scope Item ID in the context of…

…ERP Integration …CRM Standalone

Account and Contact Management C66 CSE

Activity Management C65 CSO

Activity Management Using SAP Desktop Connection for SAP CRM C62 CSD

Lean Campaign Management C39 CSA

Lead Management C30 CSB

Opportunity Management C63 CSF

Pipeline Performance Management C67 CSG

Integrated Order and Quotation Management C64 n.a.

CRM Order and Quotation Management n.a. C78

Interaction Center Marketing C81 CSC

Interaction Center Sales with ERP Sales Order C82 n.a.

Interaction Center Service Request Management C83 CSM

CRM Interactive Reporting CR2


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The following business functions are required on the SAP CRM side (if marked with “(H)” this business function is specific to the SAP HANA context).

Business Function ID Business Function Name C66 CSE

C65 CSO

C62 CSD

C39 CSA

C30 CSB

C63 CSF

C67 CSG

C64

C78

C81 CSC

C82

C83 CSM

CR2

CRM_SLS_SRV_1 Sales and Service x x x

x x x x

CRM_RMD Rule Modeler Usability x

x

CRM_MKT_CPG_WIZARD Campaign Wizard x

CRM_MKT_HVS High-Volume Marketing

x

CRM_MKT_SEG_BWA Segmentation of BW Data with Business Warehouse Accelerator

x

CRM_MKT_PRD Marketing Productivity

x

CRM_INF_1 Infrastructure x x x x x x x x x x x x

CRM_IC_CEBP IC and Communication-Enabled Business Processes

x x x

CRM_IC_INBOX IC Inbox Extensions x (H)

CRM_IC_INBOX_2 IC Inbox Extensions 2 x (H)

CRM_IC_INBOX_ACC IC Inbox Extensions and Acceleration x (H)

FND_ANALYTICS_TOOLS Enhancements for Business Suite Analytics x

CRM_ANA_BOB SAP BusinessObjects Integration and CRM Interactive Reporting

x

CRM_ANA_VDM Interactive Reporting Based on SAP HANA VDM

x (H)

CRM_ANA_UI5 Interactive Reporting Using UI Development Toolkit for HTML5

x (H)

CRM_EMBED_IR_ANA_UI Embedded Interactive Reporting and SAP HANA Live Reporting Analytics

x (H)

CRM_ITSM Service Request Enhancements x

CRM_ITSM_ALERTS Notification Framework and E-Mail x

CRM_ITSM_COM Content and Text Management x


© SAP SE of 21

Business Function ID Business Function Name C66 CSE

C65 CSO

C62 CSD

C39 CSA

C30 CSB

C63 CSF

C67 CSG

C64

C78

C81 CSC

C82

C83 CSM

CR2

CRM_ITSM_FS Service Request Fact Sheet x

CRM_PERFORMANCE Performance and Large Contracts x x x x x x x x x x x x

CRM_PERFORMANCE_2 Performance and Business Transaction Item Processing

x

x

x x x x

UI_FRW_1 UI Framework x x x x x x x x x x x x

UI_FRW_1_DOCU UI Framework Documentation x x x x x x x x x x x x

UI_FRW_2_DOCU WebClient UI Framework Documentation x x x x x x x x x x x x

CRM_WFI_FILTER_1 Filter for Workflow Inbox x x x x x x x x x x x x

CRM_TCI_1 Reduction of Implementation Time x x x x x x x x x x x x

CRM_BP_ASSIGNMENTS_CC2

Complaints & Leads Assignment Blocks on Business Partner OVP

x

CRM_MKT_PERMISSION Marketing Permission

x

CRM_MKT_ML_PRD Marketing Mail Form Productivity

x

If the business processes Integrated ERP Order and Quotation Management (C64) and/or Interaction Center Sales with ERP Sales Order (C82) are part of the implementation scope, the following business functions need to be active on the SAP ERP side:

Business Function ID Business Function Name C64 C82

SD_01 Logistics S&D Simplification x x

LOG_SD_SIMP_02 Simplified Sales Processes in Sales and Distribution 02

x x

LOG_SD_CI_01 Sales and Distribution 01 x x

LOG_SD_CI_02 Sales and Distribution 02 x x


© SAP SE of 21

5 More Information

5.1 Figure of System Landscape The SAP CRM rapid-deployment solution is typically delivered based on a two-tier system landscape approach, that is, with a combined development and quality assurance system plus a productive system. The following graphic depicts the elements of a typical landscape schematically:

Development / Quality Assurance

Environment

Production

Environment

Mail Server

SAP CRM

ABAP-Server

Database

SAP ERP (optional)

ABAP-Server

Database

SAP Solution Manager

SAP CRM

ABAP-Server

Database

SAP ERP (optional)

ABAP-Server

Database

All configuration and testing will be done in a single client in the development / quality assurance system, and cutover activities will be supported in a single client in the production system.

As mentioned above (see chapter 2.3), the SAP NetWeaver Gateway component required for the scope item Activity Management Using Desktop Connection for SAP CRM is part of SAP NetWeaver itself. So landscape set-up could be either way: using the Gateway component which is anyway part of SAP CRM’s NetWeaver stack or running it on a separate server. The picture above assumes using the Gateway component which is part of SAP CRM’s NetWeaver stack.


© SAP SE of 21

5.2 Hardware Sizing Sizing means determining the hardware requirements of an SAP solution such as network bandwidth, physical memory, CPU power, and I/O capacity. Regarding required hardware respectively sizing no “standard recommendation” can be provided. The size of the hardware and database is influenced by both business aspects and technological aspects, for example the number of users using the various application components and the data load they put on the network must be taken into account.

Refer to http://service.sap.com/sizing for SAP CRM related guidance around hardware requirements and especially to the following detailed information:

http://service.sap.com/sizing Quick Sizer Tool Quick Sizer documentation: Beginners

http://service.sap.com/sizing Sizing Guidelines SAP CRM 7.x

For CPU requirements check SAP Note 1501701.

Information regarding network performance (not part of sizing tools) for CRM (IC) Webclient can be found in SAP Note 1162605.

In addition to using SAP’s Quick Sizer tool, we recommend to involve experienced consultants to define a reasonable sizing.

http://service.sap.com/sizing





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