SAP Extended ECM Solution Accelerator For SAP CRM

SAP Extended ECM Solution Accelerator October 2015
Implementing Extended
ECM in SAP Customer
Relationship
Management (CRM)
A sample configuration for Extended ECM for SAP Solutions
1.0
SAP CRM
SAP Extended ECM Solution Accelerator
Solution Accelerator Disclaimer
The purpose of a solution accelerator is to give you an example for an implementation. This particular
solution accelerator relates to OpenText Extended ECM for SAP Solutions in a specific business
context. A solution accelerator in most cases consists of documentation and software. A solution
accelerator is not part of a product and is not covered by product maintenance and support.
Please be appreciative that OpenText Customer Support is unable to answer questions related to solution
accelerators.
DISCLAIMER OF WARRANTIES:
THE EXTENDED ECM SOLUTION ACCELERATOR (SOFTWARE AND DOCUMENTATION) IS

PROVIDED AS IS, AND OPEN TEXT MAKES NO (AND HEREBY DISCLAIMS) ALL WARRANTIES,
REPRESENTATIONS, OR CONDITIONS, WHETHER WRITTEN, ORAL, EXPRESS, IMPLIED OR
STATUTORY, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE, AGAINST
INFRINGEMENT, OR FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THE USE,
MISUSE, OR INABILITY TO USE THE EXTENDED ECM SOLUTION ACCELERATOR (IN WHOLE OR
IN PART). OPEN TEXT DOES NOT WARRANT THAT ANY DEFECTS OR ERRORS WILL BE
REPAIRED OR THAT ALL DEFECTS OR ERRORS CAN BE CORRECTED, OR THAT OPERATION OF
THE SOLUTION ACCELERATOR IMPLEMENTATION SHALL BE UNINTERRUPTED, DEFECT OR
ERROR-FREE.
Copyright 2015 Open Text SA or Open Text ULC (in Canada). All rights reserved. Trademarks owned
by Open Text SA or Open Text ULC (in Canada). All rights reserved.
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SAP CRM
1 Summary
The Extended ECM Solution Accelerator for SAP CRM allows the integration of Extended ECM (xECM)
functions in SAP Customer Relationship Management (CRM). In the existing CRM scenarios, you can
include corresponding business workspaces and add business references.
The end user has access to all content related to the account and can use full xECM capabilities within
CRM, for example, Fulltext search, Content Filter, Activity Feed, and a standardized folder structure. In
addition, the document management capabilities of OpenText Content Server are available to end users,
for example, versioning and auditing. Also OpenText Records Management can be applied to CRM
documents, thus providing complete control over the document life cycle.
CRM metadata are available in the business workspace of the corresponding business object through
categories and related workspaces. The user can navigate between related business objects via related
workspace widgets. This provides the end user with a 360 degree view of the complete CRM business
process.
With this Extended ECM integration, also non-CRM users can access data and documents of the CRM
object.
You can enable users of SAP CRM to add a document from a business workspace as an email
attachment. This function is available for Web Client UI and Interaction Center Web Client UI.
OpenText continuously improves the Extended ECM solution accelerators. We are very much interested
in your feedback. Please use the Extended ECM forum in OTDN to give us your feedback.
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Content
1 Summary ......................................................................................................................................... 3
2 Overview of CRM Solution Accelerator ............................................................................................. 6

2.1 Overview of available Business Objects .................................................................................... 8
2.1.1 Business Partner (BUS1006) .......................................................................................... 9
2.1.2 CRM Sales Cycle Quotations (BUS2000115) ............................................................. 13
2.1.3 CRM Sales Cycle Sales Orders (BUS2000115) .......................................................... 14
2.1.4 CRM Sales Cycle Sales Contracts (BUS2000121) ..................................................... 16
2.1.5 CRM Sales Operations Products (BUS1178) .............................................................. 18
2.1.6 Service Contract (BUS2000112) ................................................................................... 21
2.1.7 Opportunity (BUS2000111) ........................................................................................... 22
2.2 System Prerequisites .............................................................................................................. 23
2.3 Content of this solution accelerator ......................................................................................... 24
2.4 Package structure ................................................................................................................... 24
3 Configuring business workspaces in Extended ECM ...................................................................... 25

3.1 Importing categories ............................................................................................................... 25
3.2 Creating a classification for location folder and document template ......................................... 30
3.3 Creating a location .................................................................................................................. 30
3.4 Creating workspace templates ................................................................................................ 31
3.5 Creating workspace types ....................................................................................................... 31
3.5.1 Creating workspace type for Business partner business object (BUS1006).................... 31
3.5.2 Creating workspace type for Sales contract business object (BUS2000121) .................. 33
3.5.3 Creating workspace type for Sales transaction business object (BUS2000115) ............. 35
3.5.4 Creating workspace type for Product business object (BUS1178) .................................. 36
3.5.5 Creating workspace type for Service Contract business object (BUS2000112) .............. 38
3.5.6 Creating workspace type for Opportunity business object (BUS2000111) ...................... 39
3.6 Mapping business properties .................................................................................................. 40
3.6.1 Mapping business properties of business object Business partner (BUS1006) ............... 40
3.6.2 Mapping business properties of business object Service Contract (BUS2000112) ......... 41
3.6.3 Mapping business properties of business object Opportunity (BUS2000111) ................. 42
3.6.4 Mapping business properties of business object types specific to the CRM solution
accelerator .................................................................................................................... 43
4 Customizing SAP system ............................................................................................................... 48

4.1 Creating Business Object Declarations ................................................................................... 48
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4.2 Maintaining Receiver Module Events ...................................................................................... 49

4.3 Integrating ECMLink in SAP CRM ........................................................................................... 52
4.3.1 Customizing the integration into SAP CRM Web Client UI ............................................. 52
4.3.2 Customizing the integration into SAP CRM Interaction Center Web Client UI................. 55
4.3.3 Providing documents from a business workspace as email attachments ........................ 62
4.3.4 Integrating Content Server access into the Web Client email screen.............................. 63
4.3.5 Integrating Content Server access into the Interaction Center email screen ................... 67
5 About OpenText ............................................................................................................................. 71
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2 Overview of CRM Solution

Accelerator
This solution accelerator allows the integration of Extended ECM functions in SAP Customer Relationship
Management. The Extended ECM integration offers you the following options:
Including Business Workspaces - in the existing CRM scenarios, you can include corresponding
business workspaces.
Adding Business References - the user can relate existing ECM documents or folders to the CRM
account using the Business Reference capability of xECM.
Using full ECM capabilities - the end user has access to all content related to the account and can
use full ECM capabilities within CRM, for example, Fulltext search, Content Filter, Activity Feed, and
a standardized folder structure.
Using document management of Content Server - you can use document management
capabilities of OpenText Content Server, for example, versioning and auditing.
Displaying CRM metadata - the CRM metadata is available in the business workspace of the
corresponding business object through categories and related workspaces.
360 degree view - The user can navigate between related business objects via related workspace
widgets. This allows the end user a 360 degree view of the complete CRM business process.
Records Management for CRM documents - you can apply OpenText Records Management to
CRM documents, thus having complete control over the document life cycle.
Providing access for non-CRM users - with this Extended ECM integration, also non-CRM users
can access data and documents of the CRM object.
Adding documents as email attachment - you can enable users of SAP CRM to add a document
from the business workspace as an email attachment. This function is available for Web Client UI and
Interaction Center Web Client UI.
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Example: Bid Management and Proposal Process in SAP CRM and SAP Extended ECM
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2.1 Overview of available Business Objects

The following business objects are available in this solution accelerator:
Business Partner (BUS1006)

Quotation/Sales Order (BUS2000115)
Product (BUS1178)
Contract (BUS2000121)
Service Contract (BUS2000112 )
Opportunity (BUS2000111)
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2.1.1 Business Partner (BUS1006)

In CRM, you can add a Business Workspace and Business References to an Individual Account.
The respective user has access to all content related to the account and can use full ECM capabilities
within CRM, for example, Fulltext search, Content Filter, Activity Feed, and a standardized folder
structure.
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The user can relate existing ECM documents or folders to the CRM account using the Business
Reference capability of xECM:
1. Expand the Business Reference area and click Create.
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2. In the dialog showing the filing structure within the ECM system in OpenText Content Server,
select an ECM item to link with the current CRM Business Partner and click Create.
3. The business reference has been created.
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In the CRM Business Partner business workspace, the user can navigate between the business
workspaces of the related business objects via Related Items Side Bar Widgets. You can also
configure additional sidebar widgets according to your requirements.
You can enable users of SAP CRM to add a document from the business workspace as an email
attachment. This function is available for Web Client UI and Interaction Center Web Client UI.
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2.1.2 CRM Sales Cycle Quotations (BUS2000115)

You can add a Business Workspace and Business References with full ECM capabilities to a CRM
Quotation.
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2.1.3 CRM Sales Cycle Sales Orders (BUS2000115)

You can add a Business Workspace and Business References with full ECM capabilities to a Sales
Order.
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Example: CRM Sales Cycle Sales Orders in Extended ECM Web UI
CRM metadata are displayed in an Attributes sidebar widget.
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2.1.4 CRM Sales Cycle Sales Contracts (BUS2000121)

You can add a Business Workspace and Business References with full ECM capabilities to a Sales
Contract.
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Example: Sales Contract in Extended ECM Web UI
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2.1.5 CRM Sales Operations Products (BUS1178)

You can add a Business Workspace and Business References with full ECM capabilities to a Product.
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Example: CRM Products in Extended ECM Web UI
Custom Columns are populated with SAP CRM Data

You can perform Facet Browsing on SAP CRM Product Information
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Example: CRM Product object workspace in Extended ECM Web UI
The user can navigate between the business workspaces of the related business objects via
Related Items Side Bar Widgets.
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2.1.6 Service Contract (BUS2000112)

You can add a Business Workspace and Business References with full ECM capabilities to a Service
Contract.
Example: Service Contract in Extended ECM Web UI
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2.1.7 Opportunity (BUS2000111)

You can add a Business Workspace and Business References with full ECM capabilities to an
Opportunity.
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Example: Opportunity in Extended ECM Web UI
2.2 System Prerequisites

The following products and components are the basis for this scenario:
SAP CRM system:
SAP CRM 7.0
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SAP CRM
Extended ECM:
SAP Extended ECM in the following versions with the respective prerequisites:
10.5.0 SP1
2.3 Content of this solution accelerator

SAP transport with property provider
Extended ECM categories export file
Documentation
2.4 Package structure

SAP Business Property provider name Description of Property
Object provider
BUS1006 /OTX/RMCRMSA_CL_PP_BUPA Business Partner
(BUS1006) workspace
property provider
BUS2000121 /OTX/RMCRMSA_CL_PP_CONTRACT Business property

provider for CRM sales
contract
BUS1178 /OTX/RMCRMSA_CL_PP_PROD Business property

provider for Product
BUS2000115 /OTX/RMCRMSA_CL_PP_QUOT Business property

provider for
Quotation/Sales Order
BUS2000112 /OTX/RMCRMSA_CL_PP_SRVCONTRACT Business property

provider for Service
Contract
BUS2000111 /OTX/RMCRMSA_CL_PP_OPPORTUNITY Business property

provider for Opportunity
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3 Configuring business workspaces in

Extended ECM
This chapter describes the necessary configuration steps for business workspace of the business objects
used for this solution accelerator.
For details about SAP Extended ECM, its installation and configuration, see the official product
documentation in OpenText Knowledge Center:
(https://knowledge.opentext.com/knowledge/cs.dll/Open/34046660).
This document assumes that you are familiar with Extended ECM for SAP Solutions and SAP CRM.
3.1 Importing categories

You import Content Server categories for workspace type and business object type from the XML file that
is delivered with the solution accelerator.
For more information about the import of categories, see the Content Server XML Import and Export
Guide (LLESCOR-PGD).
The following categories are part of this solution accelerator:
CRM Sales Contract
General
Contract Number
Net Value
Currency
Sold-to Party
Ship-to Party
Description
PO Number
PO Date
Contract Data
Contract Start Date

Contract End Date
Pricing Date
Master Contract
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Shipping
Overall Status
Delivery Status
Name of Sold-to Party

Type of Contract
CRM Sales Order/Quotation
Sales Transaction Type

Workspace ID
Workspace Template ID
Classification ID
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General
Order Number
Order Type
Net Value
Currency
Sold-to Party
Ship-to Party
PO Number
PO Date
Sales
Requested Delivery Date

Payment Terms
Pricing Date
Shipping
Delivery Status
Overall Status
Type of Sales Transaction
Name of Sold to Party
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CRM Product
General Data
Product ID
Description
Base Unit
Categories
Category ID
CRM Business Partner DAB
Partner ID
First name
Last name
Street
House number
City
Postal code
Country code
Phone number
Email address
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CRM Opportunity
ID
Description
Sales OrgCD
SalesOfficeCD
Employee ResponsibleID
Employee Responsible
ShipToPartyID
ShipToPartyName
SalesDate
CRM Service Contract
ID
Description
Sales OrgCD
SalesOfficeCD
Employee ResponsibleID
Employee Responsible
SoldToPartyID
SoldToPartyName
ShipToPartyID
ShipToPartyName
ContractStartDate
ContractEndDate
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3.2 Creating a classification for location folder and

document template
According your business requirements, create:
Classifications for location folder and workspace templates

Folder in which the business workspace for document info records will be created
For more information, see Creating a classification for document templates in the ECMLink Customizing
Guide (ERLK-CGD).
3.3 Creating a location

In Content Server, create the root folder for your business workspaces. From the Classifications list,
select the classification that you created in a previous step.
For more information, see Creating a location for the business workspaces in the ECMLink Customizing
Guide (ERLK-CGD).
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3.4 Creating workspace templates

Create the following templates:
For the Business partners BUS1006 business object, create a workspace template that contains at
least a Related Workspaces folder.
Create workspace templates for the other business object types product, sales order, quotation, and
sales contract according your requirements.
For more information, see Defining a document template for business workspaces in the ECMLink
Customizing Guide (ERLK-CGD).
3.5 Creating workspace types

In Content Server, create a workspace type for the Business partner business object (BUS1006). Create
also workspace types for the related business object types product, sales order, quotation, and sales
contract according your requirements.
For more information, see Creating a workspace type in the ECMLink Customizing Guide (ERLK-CGD).
3.5.1 Creating workspace type for Business partner business object

(BUS1006)
In Content Server, create a workspace type for the BUS1006 business object using the following settings.
Also create Related Items Side Bar Widgets for the Business partner workspace, using the respective
workspace types. Add other sidebar widgets according your requirements.
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3.5.2 Creating workspace type for Sales contract business object

(BUS2000121)
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3.5.3 Creating workspace type for Sales transaction business object

(BUS2000115)
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3.5.4 Creating workspace type for Product business object (BUS1178)
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3.5.5 Creating workspace type for Service Contract business object

(BUS2000112)
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3.5.6 Creating workspace type for Opportunity business object

(BUS2000111)
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3.6 Mapping business properties

You map the business properties of the used business objects to the corresponding category attributes.
For more information, see Configuring business object types in the ECMLink Customizing Guide (ERLK-
CGD).
3.6.1 Mapping business properties of business object Business

partner (BUS1006)
Proceed as follows:
1. For the Business partner business object (BUS1006), map the following properties to the
category attributes that you have imported in a previous step. You can add as many properties as
you want if you have imported the corresponding category attributes.
Attribute mapping for business object Business partner (BUS1006):
Business Property Category attribute

FIRSTNAME First name
LASTNAME Last name
STREET Street
HOUSE_NO House number
CITY City
POSTL_COD1 Postal code
COUNTRY Country code
TEL_NO Phone number
E_MAIL Email address
BUSINESSPARTNER1 Partner ID
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3.6.2 Mapping business properties of business object Service

Contract (BUS2000112)
Attribute mapping for business object Service Contract (BUS2000112):

OBJECT_ID ID
DESCRIPTION Description
SALES_ORG Sales Org CD
SALES_OFFICE Sales office CD
SOLDTO_ID Sold To Party ID
SOLDTO_NAME Sold To Party Name
SHIPTO_ID Ship To Party ID
SHIPTO_NAME Ship To Party Name

EMP_RESPON_ID Employee Responsible ID
EMP_RESPON_NAME Employee Responsible Name
STARTDATE Contract Start Date
EXPECT_END Contract End Date
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3.6.3 Mapping business properties of business object Opportunity

(BUS2000111)
Attribute mapping for business object Opportunity (BUS2000111):

OBJECT_ID ID
DESCRIPTION Description
SALES_ORG Sales Org CD
SALES_OFFICE Sales office CD
PROSEPECT_ID Ship To Party ID
PROSEPECT_NAME Ship To Party Name

EMP_RESPON_ID Employee Responsible ID
EMP_RESPON_NAME Employee Responsible Name
EXPECT_END Sales Date
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3.6.4 Mapping business properties of business object types specific

to the CRM solution accelerator
The business object types Product (BUS1178), Sales order/Quotation (BUS2000115), and Sales
Contract (BUS2000121) are specific for this solution accelerator.
Use the following settings:
Product (BUS1178):
General Data
PRODUCT_ID Product ID
PRODUCT_TEXT Description
BASE_UNIT Base Unit
Categories Data
CATEGORY_ID Category ID
CATEGORY_TEXT Category Name
HIERARCHY_TEXT Hierarchy
BASE_CAT Base Category
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Sales order/Quotation (BUS2000115):
General Data
CURRENCY Currency
NET_VALUE Net Value
OBJECT_ID Order Number
PROCESS_TYPE Order Type
SHIP Ship-to Party
SOLD Sold-to Party
Sales Data
PMNTTRMS Payment Terms
REQ_DLV_DATE Requested Delivery Date
Shipping Data
DELIVERED Delivery Status
COMPLETED Overall Status
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Sales Contract (BUS2000121)

General Data
OBJECT_ID Order Number
CURRENCY Currency
NET_VALUE Net Value
SHIP Ship-to Party
SOLD Sold-to Party
Contract Data
VALID_TO Contract Start Date

VALID_FROM Contract End Date
PRICE_DATE Pricing Date
Shipping Data
DELIVERED Delivery Status
COMPLETED Overall Status
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4 Customizing SAP system

Customizing of the SAP system includes the following steps:
Creating business object declarations

Maintaining Receiver Module Events
4.1 Creating Business Object Declarations

In your SAP system, you create business object declarations for the BUS1006 business object and
the other business object types.
For more information, see Creating a business object declaration in SAP in the ECMLink Customizing
Guide (ERLK-CGD).
For this solution accelerator, customize the specific settings for the business object types as follows:
1. In the Business Object Declaration dialog, create and configure the following business object
declarations:
For the Business partner business object:
Object Type BUS1006
Property Provider /OTX/RMCRMSA_CL_PP_BUPA
Search Help Name
For the Product business object:
Object Type BUS1178
Property Provider /OTX/RMCRMSA_CL_PP_PROD
Search Help Name
For the Sales contract business object:
Object Type BUS2000121
Property Provider /OTX/RMCRMSA_CL_PP_CONTRACT
Search Help Name
For the Sales order/Quotation business object:
Property Provider /OTX/RMCRMSA_CL_PP_QUOT
Search Help Name
For the Service Contract business object:
Property Provider /OTX/RMCRMSA_CL_PP_SRVCONTRACT
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For the Opportunity business object:

Property Provider /OTX/RMCRMSA_CL_PP_OPPORTUNITY
4.2 Maintaining Receiver Module Events

To automatically react on creation or update of SAP business objects, you must configure the
respective Receiver Module Events.
To configure Receiver Module Events for SAP business objects, generally proceed as described in
OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD): Configuring eventing for
business workspaces and business attachments.
Customize the solution accelerator specific settings for the SAP business objects as follows:
In IMG, navigate to the ECMLink > Maintain Receiver Module Events activity and click
Execute. Create the following entry:
Object Category: BOR Object Type
Object Type: BUS1006
Event: Changed
Receiver Type: XECM
Receiver Call: Function Module
Receiver Function Module: /OTX/RM_WSC_UPD
Check Function Module: empty
Receiver Type Function Module: empty
Destination of Receiver: NONE
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Event delivery: NONE

Linkage Activated: enable
Note: You use the same SAP business object for sales order and quotation. To create separate
workspaces for sales order and quotation on the Content Server, you must maintain the work space
locations for sales order and quotation separately using table maintenance generator SM30 for the
custom table /OTX/SA_CRM_STTY.
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4.3 Integrating ECMLink in SAP CRM
4.3.1 Customizing the integration into SAP CRM Web Client UI

You can make workspaces and business attachments available in the SAP CRM Web Client UI. The
business workspace and the business attachments are displayed as assignment blocks.
The end user has the following options:
Browsing an existing workspace and displaying its documents.

Manually creating a new workspace if there is no workspace for the respective business object.
Displaying the list of business attachments.
Displaying the document referenced in the business attachment.
Creating a new business attachment.
Deleting a business attachment.
To display business workspaces and business attachments in the SAP CRM Web Client UI as
assignment blocks, perform the following steps.
Note: If you are completely new to the way the SAP CRM Web UI framework works, refer to the
documentation and literature on Web UI development for a better understanding.
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To edit the component for ECMLink integration:
1. You need an enhancement set active in the client you want to use. If there is no active
enhancement set, create one. For information on how to create an enhancement set, see the
respective SAP documentation.
2. In the BSP Component Workbench (BSP_WD_CMPWB transaction), open the component
you want to enhance, for example BP_HEAD for business partners. Access the workbench
with your active enhancement set.
3. If your component has not been enhanced yet, create an enhancement for it using the
Enhance Component button.
a. Click Enhance Component.

b. Enter the name of the enhancement set and click Ok.
c. Enter a name for the new application that is created as part of the component
enhancement and click Ok.
A new BSP application is created as part of the component enhancement.
4. In the Runtime Repository Editor, switch to the edit mode and add a new component usage,
for example CUECMLink. The new component usage should use the
/OTX/RMCRM_GS_ECMLK component and the
/OTX/RMCRM_GS_ECMLK/WrkSpceWindow interface view for business workspaces.
On the ComponentUsages context menu, click Add Component Usage.
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5. To the component usage, add the /OTX/RMCRM_GS_ECMLK/BusRefWindow interface view

for business attachments. On the context menu for the newly created component usage, click
Add Interface View.
6. In the Runtime Repository Editor, open the ViewSets node, select the view set you want to
enhance, and add the /OTX/RMCRM_GS_ECMLK/WrkSpceWindow view for business
workspaces and the /OTX/RMCRM_GS_ECMLK/BusRefWindow view for business
attachments to the respective view area.
For example, for business partners, go to the BP_HEAD\BPHEADOverview view set. To the
OverviewPage view area, add the
/OTX/RMCRM_GS_ECMLK/WrkSpceWindow view for business workspaces and the
/OTX/RMCRM_GS_ECMLK/BusRefWindow view for business attachments.
7. In the Runtime Repository Editor, click Save.

8. Open the Configuration tab for the view set and edit the Customer Configuration. If there
is no customer configuration, open the standard configuration and click Copy Configuration
to create a new one.
a. Move the newly added interface views to the list of displayed assignment blocks and
enter a title for each of them.
b. For example, for business partners, open the configuration tab for the
BP_HEAD\BPHEADOverview view and move the
/OTX/RMCRM_GS_ECMLK/WrkSpceWindow view for business workspaces and the
/OTX/RMCRM_GS_ECMLK/BusRefWindow view for business attachments to the list
of displayed assignment blocks.
c. Enter a title for each of them, for example Business Workspace and Business
Attachments.
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Note: If you are using multiple languages, log on in each language and define the title in
the corresponding language.
9. On the Configuration tab, click Save.
For more information about SAP CRM and the Web Client UI framework, see the respective SAP
documentation in the SAP Help Portal (http:\\help.sap.com):
SAP CRM:
http://help.sap.com/saphelp_crm70/helpdata/en/19/68a028d02b460fa899066d94
8ed3ab/frameset.htm
Web Client UI framework:
http://help.sap.com/saphelp_crm70/helpdata/en/4d/2ae3f79e1d49d9be306f7768
d55fba/frameset.htm
Notes:
To identify the BSP component to be enhanced, place the cursor on the key field and press
F2, to get the component details help in CRM Web UI.
If you want to use the SAP CRM business object Campaign for business workspaces or
business attachments, you must redefine the WD_USAGE_INITIALIZE method of the
overview page.
If the predefined SAP mapping of SAP CRM objects to BOR objects is not suitable for your
needs, you can implement a BAdI using the IMG activity CRM Settings > BAdI: Business
Object Binding.
SAP Business Object BSP Component to be

enhanced
Business partner BP_HEAD
Product PRDHS
Sales Order BT115_SLSO
Quotation BT115Q_SLSQ
Sales contract BT121H_SLSC
4.3.2 Customizing the integration into SAP CRM Interaction Center Web
Client UI
You can make business workspaces and business attachments available in the SAP CRM
Interaction Center Web Client UI. The business workspace and the business attachments are
displayed as tabs.
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The end user has the following options:
Browsing an existing workspace and displaying its documents.

Manually creating a new workspace if there is no workspace for the respective business object.
Displaying the list of business attachments.
Displaying the document referenced in the business attachments.
Creating a new business attachment.
Deleting a business attachment.
To display business workspaces and business attachments in the SAP CRM IC Web Client UI as
additional tabs, perform the following steps.
Note: If you are completely new to the way the SAP CRM Web UI framework works, refer to the
documentation and literature on Web UI development for a better understanding.
To edit the component for ECMLink integration:
enhancement set, create one. For information on how to create an enhancement set, see
the respective SAP documentation.
2. In the BSP Component Workbench (BSP_WD_CMPWB transaction), open the
component you want to enhance, for example IUICOVW, which is the overview page for
business partners in IC Utilities.
Access the workbench with your active enhancement set.
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3. If your component has not been enhanced yet, create an enhancement for it.
b. Enter the name of the enhancement set and click Ok.
enhancement and click Ok.
4. In the Runtime Repository Editor, start the edit mode and add a new component usage,
for example usageECMLink.
The new component usage should use the /OTX/RMCRM_GS_ECMLK component and
the /OTX/RMCRM_GS_ECMLK/WrkSpceWindow interface view for business
workspaces.
5. To the component usage, add the /OTX/RMCRM_GS_ECMLK/BusRefWindow interface

view for business attachments. On the context menu of the newly created component
usage, click Add Interface View.
6. In the Runtime Repository Editor, open the ViewSets node, select the view set you
want to enhance, and add the /OTX/RMCRM_GS_ECMLK/WrkSpceWindow view for
business workspaces and the /OTX/RMCRM_GS_ECMLK/BusRefWindow view for
business attachments to the respective view area.
For example, for the overview page for business partners in IC Utilities, go to the
IUICOVW/BottomVS view set. To the view area BottomVA, add the
usageECMLink./OTX/RMCRM_GS_ECMLINK/WrkSpceWindow for business

workspaces and the
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usageECMLink./OTX/RMCRM_GS_ECMLINK/BusRefWindow view for business

attachments.
8. In the Component Structure Browser, go to the view that contains the tabs and where
you would like to add the business workspace tab and the business attachments tab.
IUICOVW/AccOvwNav view.
On the context menu of the view, click Enhance.
9. On the View Structure tab in the right pane, navigate to View Controller. To open the
view controller class, double-click on the implementation class of the view controller.
a. Switch to the edit mode.
b. Clear the Filter option.
c. Click Redefine and redefine the FILL_TABLE method of the view controller with the
following coding:
METHOD fill_table.
* Local data declarations

DATA: ls_link TYPE crmt_thtmlb_link.
* Super method
super->fill_table( ).
* OpenText Links
ls_link-id = 'AccWrkSp'.
ls_link-text = 'Business Workspace'.
ls_link-onclick = 'WORKSPACE_CLICKED'.
APPEND ls_link TO links_tab.
ls_link-id = 'AccBusRef'.
ls_link-text = 'Business Attachment'.
ls_link-onclick = 'BUSREF_CLICKED'.
APPEND ls_link TO links_tab.
ENDMETHOD.
d. To activate the code, click Activate.
e. To return to the Component Structure Browser, click Back twice.
10. On the View Structure tab in the right pane, navigate to Outbound Plugs.
a. On the context menu of Outbound Plugs, click Create and create the following
outbound plugs:
OP_ACCWRKSPACE for business workspaces
OP_ACCBUSREF for business attachments
Tip: The OP_ prefix is added automatically. You only need to provide the plug
name.
b. Double-click the OP_ACCWRKSPACE outbound plug to implement it.
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SAP CRM
Implement it with the following coding:

METHOD op_accwrkspace.
view_manager->navigate( source_rep_view = rep_view
outbound_plug = 'NavToAccWrkspace' ). ENDMETHOD.
Click Activate to activate the code.
11. On the View Structure tab in the right pane, navigate to Event Handler.
a. On the context menu of Event Handler, click Create and create the following event
handlers:
EH_O
NWORKSPACE_CLICKED for business workspaces for the event
WORKSPACE_CLICKED
EH_ONBUSREF_CLICKED for business attachments for the event
BUSREF_CLICKED
Tip: The EH_ON prefix is added automatically. You only need to provide the
actual name.
Note: The name of the event is case sensitive. Provide the name of the events
exactly like stated in uppercase.
b. Double-click the EH_ONWORKSPACE_CLICKED event handler to implement it.
Implement it with the following code:

METHOD eh_onbusref_clicked.
selected_index = 'AccBusRef'.
op_accbusref( ). ENDMETHOD.
12. In the Runtime Repository Editor, go to Navigational Links and add an entry for every
new tab.
Add the navigational link NavToAccWrkspace for the workspace tab and NavToAccBusRef
for the business attachment tab.
The source is the current enhanced view with the relevant outbound plug:
ACCWRKSPACE for workspace,

ACCBUSREF for business attachment.
The target is your newly defined usage:
usageECMLink./OTX/RMCRM_GS_ECMLK/WrkSpceWindow for workspaces

usageECMLink./ OTX/RMCRM_GS_ECMLK/BusRefWindow for business
attachments.
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SAP CRM
For example, for the overview page for business partners in IC Utilities, add the following
navigational links:
Navigational link: NavToAccWrkspace

o Source view: IUICOVW/AccOvwNav, outbound plug ACCWRKSPACE
o Target view: usageECMLink./OTX/RMCRM_GS_ECMLK/WrkSpceWindow,
inbound plug DEFAULT (leave the field empty)
Navigational link: NavToAccBusRef
o Source view: IUICOVW/AccOvwNav, outbound plug: ACCBUSREF
o Target view: usageECMLink./OTX/RMCRM_GS_ECMLK/BusRefWindow,
inbound plug DEFAULT (leave field empty)
14. In the Component Structure Browser, navigate to the window containing the view which
you have just enhanced.
IUICOVW/MainWindow window.
a. On the context menu of the window, click Enhance.

b. Navigate to the new window controller.
c. Double-click the implementation class of the window controller to open the window
controller class.
d. Switch to the edit mode.
e. Clear the Filter option.
f. Click Redefine and redefine the
IF_BSP_WD_HISTORY_STATE_DESCR~GET_MAIN_ENTITY method. Make sure
that the correct main entity is returned.
For example, for the overview page for business partners in IC Utilities, implement
the following coding:
METHOD if_bsp_wd_history_state_descr~get_main_entity.
rv_entity ?= typed_context->account-
>collection_wrapper>get_current( ).
ENDMETHOD.
15. Save your entries.
Note: If the predefined SAP mapping of SAP CRM objects to BOR objects is not suitable for your
needs, you can implement a BAdI using the IMG activity CRM Settings > BAdI: Business Object
Binding.
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SAP CRM
Special cases:
SAP CRM business object Product:
If you want to use the SAP CRM business object Product (UI Component PRD01OV) for business
workspaces or business attachments, you must additionally implement the CRM_PRODIL_UIU_BADI
BAdI:
1. Open the IMG and go to Customer Relationship Management > Master Data > Products>
Business Add-Ins > BAdI: Enhancements in CRM WebClient UI for Products.
2. Implement method GET_VIEWS_TO_DISPLAY as follows:
METHOD if_ex_crm_prodil_uiu_badi~get_views_to_display.
DATA:
ls_static_view TYPE bsp_dlc_ovw_dyn_views_list,

ls_view TYPE crmc_pril_uiu.
LOOP AT ct_static_views INTO ls_static_view WHERE

component EQ '/OTX/RMCRM_GS_ECMLK'.
ls_view-bsp_appl = ls_static_view-component.
ls_view-viewname = ls_static_view-viewname.
APPEND ls_view TO ct_views.
ENDLOOP.
ENDMETHOD.
SAP CRM business object Installed Base:
If you want to use the SAP CRM business object Installed Base (UI Component IBMAIN), note that
there is an error in SAP code in determining the key of the BOR Object. For a workaround proceed
like this:
1. Copy class CL_CRM_UIU_IBASE_MAPPER and make the following change in method

GET_BOR_FROM_ENTITY:
" Fix for SAP Error
* rs_result-objkey = lr_entity-
>get_property_as_string( iv_attr_name = 'GUID_COMPC' ).
IF lv_name = cl_crm_ibase_il_constant=>root_object.
rs_result-objkey = lr_entity-
>get_property_as_string( iv_attr_name = 'IB_GUID_16' ).
ELSE.
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SAP CRM
rs_result-objkey = lr_entity-
>get_property_as_string( iv_attr_name = 'GUID_COMPC' ).
ENDIF.
2. Customize this class in IMG: Customer Relationship Management > UI Framework >
Technical Role Definition > Define Object Mapping for Object IBHeader.
Custom BAdI for mapping:
If the predefined SAP mapping of SAP CRM objects to BOR objects is not suitable for your needs,
you can implement a BAdI using the IMG activity CRM Settings > BAdI: Business Object Binding.
4.3.3 Providing documents from a business workspace as email

attachments
You can enable users of SAP CRM to add a document from the business workspace as an
attachment to an email. This function is available for Web Client UI and Interaction Center Web Client
UI.
To enable this function, you add a button to the email creation pages of SAP CRM Web Client UI or
SAP CRM Interaction Center Web Client UI. The user can click this button to select a document from
a business workspace and attach it to the email.
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SAP CRM
For more information about the user experience, see Adding a business workspace document to an
email in OpenText ECMLink for SAP Solutions - User Guide (ERLK-UGD).
For more information about SAP CRM and the Web Client UI framework, see the respective SAP
documentation in the SAP Help Portal (http:\\help.sap.com):
SAP CRM:
http://help.sap.com/saphelp_crm70/helpdata/en/19/68a028d02b460fa899066d94
8ed3ab/frameset.htm
Web Client UI framework:
http://help.sap.com/saphelp_crm70/helpdata/en/4d/2ae3f79e1d49d9be306f7768
d55fba/frameset.htm
4.3.4 Integrating Content Server access into the Web Client email screen
To edit the email component for business workspace integration:
1. You need an active enhancement set in the client that you want to use. If there is no
active enhancement set, create one. For information on how to create an enhancement
set, see the respective SAP documentation.
2. In the BSP Component Workbench (BSP_WD_CMPWB transaction), open the
component BT126H_MAIL for the email page. Access the workbench with your active
enhancement set.
3. If component BT126H_MAIL has not been enhanced yet, create an enhancement for it:

b. Enter the name of the enhancement set and click Okay.
enhancement, for example Z_BT126H_MAIL, and click Okay.
4. In the Runtime Repository Editor, switch to the edit mode. From the
ComponentUsages context menu, select Add Component Usage to add the new
component usage CUCSTargetTree with the following parameters:
63
SAP CRM
component /OTX/RMCRM_TARG_TREE
interface view /OTX/RMCRM_TARG_TREE/TargetTreeWindow

6. In the Component Structure Browser, go to view BT126H_MAIL/send_screen.
From the context menu of the view, select Enhance.
7. On the View Structure tab in the right pane, navigate to View Controller. To open the view
controller class, double-click the implementation class of the view controller.
a. Open the Attributes tab.
b. Switch to the edit mode.
c. Add the new attribute MH_ADDATTACHMENTCS_HELPER with the following
parameters.
Attribute: MH_ADDATTACHMENTCS_HELPER
Level: Instance Attribute
Visibility: Private
Typing: Type Ref To
Associated Type: /OTX/RMCRM_CL_BT126H_MAIL
64
SAP CRM
d. Click Activate to activate the code.

e. Click Back to return to the Component Structure Browser.
handlers:
EH_ONADDATTACHMENTCS for the event ADDATTACHMENTCS
EH_ONADDATTACHMENTCS_CLOSED for the event
ADDATTACHMENTCS_CLOSED
Tip: The EN_ON prefix is added automatically. You only need to provide the name of
the event.
b. Double-click the EH_ONADDATTACHMENTCS event handler to implement it.
METHOD eh_onaddattachmentcs.
IF mh_addattachmentcs_helper IS INITIAL.
CREATE OBJECT mh_addattachmentcs_helper
EXPORTING pih_view_controller = me
pih_component_controller = me->comp_controller. ENDIF.
mh_addattachmentcs_helper->open_target_tree_popup(pih_view_context=
me->typed_context ).
ENDMETHOD.
Click Activate to activate the code. Then click Back.
c. Double-click the EH_ONADDATTACHMENTCS_CLOSED event handler to implement it.

METHOD eh_onaddattachmentcs_closed.
65
SAP CRM
CALL METHOD mh_addattachmentcs_helper-

>target_tree_popup_closed
CHANGING
ct_attachments = me->gt_attachments
ct_attachment_content = me->gt_attachment_content.
ENDMETHOD.
9. On the View Structure tab in the right pane, navigate to View Layout.
a. Double-click the page send_screen.htm to open it.
b. Find the tag <thtmlb:button id="CM_SearchButtonGrp" . />
c. Directly under this tag, add the following tag:
<thtmlb:button id="AddAttachmentCSButton"
onClick="ADDATTACHMENTCS"
text="<%=page->otr_trim( '/OTX/RMCRM_EMAIL_ATTACHMENT/
ADDATTACHMENTCS_BTN' ) %>"
tooltip="<%=page->otr_trim( '/OTX/
RMCRM_EMAIL_ATTACHMENT/ADDATTACHMENTCS_BTN' ) %>"/>
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SAP CRM
4.3.5 Integrating Content Server access into the Interaction Center

email screen
To edit the email component for business workspace integration:
enhancement set, create one. For information on how to create an enhancement set, see the
respective SAP documentation.
2. In the BSP Component Workbench (BSP_WD_CMPWB transaction), open the component
CRMCMP_CCS_EML for the email page. Access the workbench with your active enhancement
set.
3. If the CRMCMP_CCS_EML component has not been enhanced yet, create an enhancement for it.
b. Enter the name of the enhancement set, and click Okay.
enhancement, for example Z_CRMCMP_CCS_EM, and click Okay.
4. In the Runtime Repository Editor, switch to the edit mode. From the ComponentUsages
context menu, select Add Component Usage to add the new component usage
CUCSTargetTree with the following parameters:
component /OTX/RMCRM_TARG_TREE
interface view /OTX/RMCRM_TARG_TREE/TargetTreeWindow
67
SAP CRM

6. In the Component Structure Browser, go to view CRMCMP_CCS_EML/ MailAttachments.
From the context menu of the view, select Enhance.
7. On the View Structure tab in the right pane, navigate to View Controller. To open the view
controller class, double-click the implementation class of the view controller.
a. Open the Attributes tab.
b. Switch to the edit mode.
c. Add the new attribute MH_ADDATTACHMENTCS_HELPER with the following
parameters.
Attribute: MH_ADDATTACHMENTCS_HELPER
Level: Instance Attribute
Visibility: Private
Typing: Type Ref To
Associated Type: /OTX/RMCRM_CL_CRMCMP_CCS_EML
d. Click Activate to activate the code.

e. Click Back to return to the Component Structure Browser.
handlers:
EH_ONADDATTACHMENTCS for the event ADDATTACHMENTCS
EH_ONADDATTACHMENTCS_CLOSED for the event
ADDATTACHMENTCS_CLOSED
68
SAP CRM
Tip: The EN_ON prefix is added automatically. You only need to provide the name of
the event.
b. Double-click the EH_ONADDATTACHMENTCS event handler to implement it.

METHOD eh_onaddattachmentcs.
IF mh_addattachmentcs_helper IS INITIAL.
CREATE OBJECT mh_addattachmentcs_helper
EXPORTING
pih_view_controller = me
pih_component_controller = me->comp_controller.
ENDIF.
mh_addattachmentcs_helper->open_target_tree_popup(pih_view_context =
ENDMETHOD.
c. Double-click the EH_ONADDATTACHMENTCS_CLOSED event handler to implement it.

METHOD eh_onaddattachmentcs_closed.
mh_addattachmentcs_helper->target_tree_popup_closed(pih_view_context =
ENDMETHOD.
9. On the View Structure tab in the right pane, navigate to View Layout.
a. Double-click the page MailAttachments.htm to open it.
b. Find the tag <thtmlb:fileUpload id="myFileUpload1" />
c. Directly under this tag, add the following tag:
<thtmlb:button id="AddAttachmentCSButton"
onClick="ADDATTACHMENTCS"
text="<%=page->otr_trim( '/OTX/RMCRM_EMAIL_ATTACHMENT/
ADDATTACHMENTCS_BTN' ) %>"
tooltip="<%=page->otr_trim( '/OTX/
RMCRM_EMAIL_ATTACHMENT/ADDATTACHMENTCS_BTN' ) %>"/>
69
SAP CRM
70
SAP CRM
5 About OpenText
OpenText provides Enterprise Information Management software that enables companies of all sizes and
industries to manage, secure and leverage their unstructured business information, either in their data
center or in the cloud. Over 50,000 companies already use OpenText solutions to unleash the power of
their information. To learn more about OpenText (NASDAQ: OTEX; TSX: OTC), please
visit www.opentext.com.
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SAP Extended ECM Solution Accelerator October 2015

Solution Accelerator Disclaimer

THE EXTENDED ECM SOLUTION ACCELERATOR (SOFTWARE AND DOCUMENTATION) IS

2 Overview of CRM Solution Accelerator ............................................................................................. 6

3 Configuring business workspaces in Extended ECM ...................................................................... 25

4 Customizing SAP system ............................................................................................................... 48

4.2 Maintaining Receiver Module Events ...................................................................................... 49

5 About OpenText ............................................................................................................................. 71

2 Overview of CRM Solution

2.1 Overview of available Business Objects

Business Partner (BUS1006)

2.1.1 Business Partner (BUS1006)

3. The business reference has been created.

2.1.2 CRM Sales Cycle Quotations (BUS2000115)

2.1.3 CRM Sales Cycle Sales Orders (BUS2000115)

Example: CRM Sales Cycle Sales Orders in Extended ECM Web UI

CRM metadata are displayed in an Attributes sidebar widget.

2.1.4 CRM Sales Cycle Sales Contracts (BUS2000121)

Example: Sales Contract in Extended ECM Web UI

CRM metadata are displayed in an Attributes sidebar widget.

2.1.5 CRM Sales Operations Products (BUS1178)

Example: CRM Products in Extended ECM Web UI

Custom Columns are populated with SAP CRM Data

Example: CRM Product object workspace in Extended ECM Web UI

2.1.6 Service Contract (BUS2000112)

Example: Service Contract in Extended ECM Web UI

CRM metadata are displayed in an Attributes sidebar widget.

2.1.7 Opportunity (BUS2000111)

Example: Opportunity in Extended ECM Web UI

CRM metadata are displayed in an Attributes sidebar widget.

2.2 System Prerequisites

SAP CRM system:

SAP CRM 7.0

2.3 Content of this solution accelerator

2.4 Package structure

BUS2000121 /OTX/RMCRMSA_CL_PP_CONTRACT Business property

BUS1178 /OTX/RMCRMSA_CL_PP_PROD Business property

BUS2000115 /OTX/RMCRMSA_CL_PP_QUOT Business property

BUS2000112 /OTX/RMCRMSA_CL_PP_SRVCONTRACT Business property

BUS2000111 /OTX/RMCRMSA_CL_PP_OPPORTUNITY Business property

3 Configuring business workspaces in

3.1 Importing categories

The following categories are part of this solution accelerator:

CRM Sales Contract

Contract Start Date

Name of Sold-to Party

CRM Sales Order/Quotation

Sales Transaction Type

Requested Delivery Date

CRM Business Partner DAB

CRM Service Contract

3.2 Creating a classification for location folder and

Classifications for location folder and workspace templates

3.3 Creating a location

3.4 Creating workspace templates

3.5 Creating workspace types

3.5.1 Creating workspace type for Business partner business object

3.5.2 Creating workspace type for Sales contract business object

3.5.3 Creating workspace type for Sales transaction business object

3.5.4 Creating workspace type for Product business object (BUS1178)

3.5.5 Creating workspace type for Service Contract business object

3.5.6 Creating workspace type for Opportunity business object

3.6 Mapping business properties