SAP CRM integration with portal .

Portal Integration 

The CRM WebClient UI has been integrated in SAP NetWeaver Portal which means that you can run the CRM WebClient UI in a full page iView in the portal.

Integration

The portal integration is supported for CRM WebClient business roles. The portal integration of CRM On-Demand business roles and IC WebClient business roles is not supported. You can see the business role type in Customizing for Customer Relationship Management, by choosing  UI Framework Business Roles  Define Business Role . Here you can see which business role type is assigned to a business role.

 CAUTION

You are not allowed to change the business role type manually in order to upload business roles as portal roles by using the role upload tool.

 NOTE

If you want to integrate the CRM WebClient UI as an external BSP application in SAP NetWeaver Portal, see SAP Note 1175127.

If you want to integrate the IC WebClient in SAP NetWeaver Portal, see SAP Note 1175590. End of the note.

Prerequisites

Before you start the portal integration, you need to install the Business Package for SAP CRM 2007.

Features

The portal integration offers the following features:

• Aligned session management
  When you first navigate to SAP CRM from the portal, a logon to SAP CRM starts; when a portal session is finished, all open CRM sessions are closed; a data loss popup informs the users that they first need to save their changes.
• Portal navigation with navigation highlighting
  The portal highlights the navigation target if you navigate from the portal navigation frame to SAP CRM, from SAP CRM to portal content, or from one CRM iView to another (cross-component navigation).
• A tool to export role definitions to XML
  You can use the upload tool to generate an XML file of your business role. This XML file can be imported into SAP NetWeaver Portal to generate a portal role.
• Central search
  You can search for CRM applications in the central search, which is located in the header area of the CRM portal desktop.
• Mapping of a portal theme to a CRM skin
  To align the look and feel of SAP NetWeaver Portal and SAP CRM, you can map a portal theme to its most similar CRM skin. You can select the additional CRM skin Follow Portal Theme, to display the CRM skin mapped to the portal theme in the mapping table.

More Information

• For more information about the Business Package for SAP CRM 2007, see the business package description.
• For more information about how to configure the business package and your role, see SAP Solution Manager at  Basic Settings for SAP CRM Business Package for SAP CRM  Configuration  Configuring the Business Package .
• For more information about system requirements of the portal integration, see Customizing for Customer Relationship Management, by choosing  UI Framework  Portal Integration  Overview .
• For more information about the central search in the portal-integrated CRM WebClient, see Central Search.