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Introduction

The task of my part of the project was to integrate Webi Reports from an existing BO 3.x installation in SAP CRM. It should be possible to submit parameters from CRM to the Webi Report. I was free to use which ever technology that would lead us to the expected result. For the integration I did SSO for BI 4.x but not

for 3.x since we want to upgrade soon.

I did not use was the Business Function “Integrated Reporting CRM_ANA_BOB” since I did not need the supplied reports from SAP. Also this works perfectly fine without the Business Function.

Please let me know if somthing is missing – however I cannot support you since I am quite busy 🙂

So I will update if somthing is wrong, missing or you might want me to add.


0.Landscape

– CRM 7.0 EHP2

– BO 3.1 SP3

1. Preparation

You will first need to have the information about the open document interface for BO 3.x (or BI4.x). Then you should create a working URL with parameters to test the URL in a browser of your choice.

What we need is (BO 3.x):

– The CUID of the Webi Report

– The Parameter you want to submit from CRM to BO

In order to get the CUID you want to go to InfoView select right click on the report and get the CUID (See screenshot).
/wp-content/uploads/2013/06/0_253871.png

To obtain the name of the parameter you want to fill from CRM, you open and edit the report. Then simply copy the name of the parameter you want to transfer. In my case its the number of the business partner <GP-Nr.:>. In order to use the parameter for the Opendocument Interface of Webi – simply add

<lsS> to the name of the parameter -> <lsSGPNr.:>

-> Make sure to remove the brackets <> 🙂

/wp-content/uploads/2013/06/0_1_253858.png

Now we can construct the URL:

http://<YOUR_BOE_SYS>:<PORT>/OpenDocument/opendoc/openDocument.jsp?

And add the following parameters:

sIDType=CUID (Type of ID you specify in iDocID)

&iDocID=ASCrT9OCQCJCtzkRiZ_NTs8 (CUID of the report)

&lsSGP-Nr.:=<BPARTNER_NO_OF_YOUR_CHOICE>

The result should look like this:

http://boetest.free.com:8080/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=ASCrT9OCQCJCtzkRiZ_NTs8&lsSGP-Nr.:=0001096563

Try the URL in your browser – you need to login to your BO System and the report should appear and refresh by itself.

2. Integration of Webi in CRM using Transaction Launcher by URL

After some research and the information supplied of a consultant, I chose the Transaction Launcher to do the job.

In order to use the transaction launcher we need some steps to configure. Hold tight 🙂

Step 1: Configuration of URL


Create a new URL in TA SPRO:

(SAP Customizing Implementation Guide -> Customer Relationship Management -> UI Framework -> Technical Role Definition -> Transaction Launcher -> Define URLs and Parameters)

The URL ID is important an will follow us during the configuration process.

So create a new entry with the following information:

/wp-content/uploads/2013/06/2_253889.png

The URL Field should be the first part of the URL untill the first parameter, as tested before in the browser:

Click on SAVE and you should have an entry like this:

http://boetest.free.com:8080/OpenDocument/opendoc/openDocument.jsp?

Step 2: Configuration of the Parameter for the URL

Now we have the URL configured but we still need to configure the parameters we want to submit from CRM to the Webi Report.

Lets do this:

Select your parameter and click on Define Parameters. Create the parameters that we specified before. Do this for all the 3 parameters we need.

/wp-content/uploads/2013/06/3a_253890.png

The result should look like this:

/wp-content/uploads/2013/06/3_253891.png

Save your changes – make sure the URL and parameters are saved.

3. Integration of Webi in CRM using TXL by URL


If you have the possibility to test the transaction launcher, you can proceed to Chapter 4. Since I am no CRM consultant I can will simply show how I did test the transaction launcher. For this you need to do some CRM configuration.

OK lets do this.

We need to have logical link, a direct link group, a navigation profile and a business role that is assigned to us, in order to test this.

Step 1: Definition of the logical link

In SPRO we will create a new logical link. This is quite easy:

(SAP Customizing Implementation Guide -> Customer Relationship Management -> UI Framework -> Technical Role Definition -> Define Navigation Bar Profile )

Create a logical link with the following parameters:

The Parameter is the parameter you in Chapter 1. If you are unsure about the parameter class you need to ask your CRM consultant – if you use the wrong parameter class, you might not see your transaction launcher link. So in my case it was CL_CRM_UI_LTX_NAVBAR_PARAM.

Save your entry.

Step 2: Definition of the Direct Link Group

The direct link group is a visible box we can use to test the Transaction Launcher.

Create a direct link group, I used Z_BW fill in a description and your almost done.

/wp-content/uploads/2013/06/5a_253896.png

Now we need to assign our logical link to the direct link group:

We created Z_BW_DEMBO and we add it the the link group. Fill in what ever position you like.

The Logical Link Z_BW_DEMO I created before, so no need to worry about this one.

/wp-content/uploads/2013/06/5_253897.png

Step 3: Assign the Direct Link Group to YOUR Navigation Bar Profile

Select your Navigation Bar you are using in your CRM.

/wp-content/uploads/2013/06/6_253911.png

Now add the Direct Link Group Z_BW we created before to the Navigation Bar Profile.

/wp-content/uploads/2013/06/6a_253912.png

Save your changes 🙂

We are almost done – now we add our direct link group to the business role.

Step 4: Assign the Direct Link Group to YOUR Business Role

Make sure your user is assigned to the business role in order to see our Direct Link Group.

Go to SPRO:

(SAP Customizing Implementation Guide -> Customer Relationship Management -> UI Framework -> Business Roles -> Define Business Role )

Select the Business Role you want to add the Direct Link Group to:

/wp-content/uploads/2013/06/7_253916.png

Now click on “Adjust Direct Link Group” and make it visible:

/wp-content/uploads/2013/06/8_253917.png

Now select your Group ID and make the Direct Links visible in using “Adjust Direct Links”:

/wp-content/uploads/2013/06/9_253918.png

4. Setting up the Transaction Launcher

In SPRO follow the path:


(SAP Customizing Implementation Guide -> Customer Relationship Management -> UI Framework -> Technical Role Definition -> Transaction Launcher -> Configure Transcation Launcher)

A wizard will help you now to configure the Transaction Launcher (TXL)

/wp-content/uploads/2013/06/a_253926.png

Fill in the name of the parameter we created in Chapter 2.

/wp-content/uploads/2013/06/b_253927.png

The Class will be generated by the Transaction Launcher – in my example I used the name of the parameter definition inserting a CL for class. You can use whichever name you like.

/wp-content/uploads/2013/06/c_253931.png


Now the wizard should show you the URL ID Z_BW_REPORT_DEMO we created in Step 1 – you cannot edit this. Just Continue..

/wp-content/uploads/2013/06/d_253932.png


Now we come to the most important part – the parameters 🙂 finally…

The configuration is done by selecting the parameter in the drop down and filling in the value.

So since we have 3 parameters we want to submit, we configure all 3 of them:

sIDType : CUID

sDocID: ASCr…..  ( The CUID of the webi report)

lsSGP-Nr.:     : //datacontextCURRENTCUSTOMER/BP_NUMBER (Context we read the actual selected Business Partner in CRM).

So the last parameter is the one that will submit the Business Partner to the Webi. To test it we could also use the example we did in Chapter 1. Preparation.

In my example it was 0001096563.

Make sure all 3 parameters are filled – continues and save the TXL. Just select the again and see if the value is still filled.

Now open CRM WebUI – and you should see the Direct Link Box with the logical links we defined.

/wp-content/uploads/2013/06/e_253933.png

(sorry its in german – but you get the idea).

If you did use the //datacontext for retrieving the actual Business Partner – make sure you really selected it before you call the report.

If you did use the static BP Number e.g.0001096563 – you can just hit the link and it should work.

Make sure:

– you are assigned to the business role

– you have the correct parameter class

– the parameter you want to submit is correctly written.

– If you change somthing e.g. add a parameter -> make sure you will execute the transaction wizard again since the Class must be generated accordingly.

So I hope this helps – I hope this will work for you too 🙂

Cheers,

Andreas

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24 Comments

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    1. Andreas Schuth Post author

      Hi Andrea,

      Thanks for reading.

      You have 2 choices here:

      1. You can create 3 URLs with 3 Transaction launcher links.

      2. You can copy the Transaction Launcher – this enables you to use the same URL you had before.

      Go to SPRO:

      …. Transaction launcher -> Starttransaction Copy / Delete

      There you mark your created Transaction Launcher ID and COPY all of the stuff.

      You should rename the class though.

      I am not sure what the preferred way from SAP is here – maybe you can decided like this:

      1. If I need different parameters – I create a new URL and TXL.

      2. If I need the same parameter – I copy.

      Hth,

      Andreas

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      1. ANDREA MARAVIGLIA

        Thank you very much.

        I create different transaction laucher one for each BO document.

        If i want  to change the URL , in the transaction launcher , this must be newly created?

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  1. Radoslaw Stefaniak

    Hi,

    did you try to dynamically fill parameters when starting BO report from own component in CRM? – like for additional selection criteria.

    Can you please share printscreen of such report – I would like to see how it is integrated with CRM 🙂

    Regards

    Radek

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      1. Shweta Mishra

        Hi Andreas, can you share your experience on the steps that you did for performance improvement when webi documents are opening on the CRM portal. we are trying to a similar thing and trying to display the data for customer and we have integrated 3 webis on the CRM portal. The back end is HANA. For few big customers it takes a lot of time and there is a timeout in the portal. Can any steps be taken from the webi end to improve the performance?

        Thanks

        Shweta

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        1. Andreas Schuth Post author

          Hi Shweta

          Sorry for being late.

          We do not face any performance issues?
          Maybe its related to your webbrowser – or network.

          But since your worte me 1 1/2 years ago – this should be solved 🙂

          Cheers

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      2. Bharath Kanakamadala

        Hello Andrea,

        Could you please share us, how to open document from CRM webui to analysis office excel document,For example if you click on contract no, it should take as a pre selection contract no as variable and should open in excel(through BI launchpad)

        Thanks

        Bharath

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  2. Partha Gopalan

    Hello Andreas,

    Very informative blog, thanks for posting this. I am working with a similar set up, to link 40 new BOBI reports with Open document based URL from CRM 7.2 WeBUI. I have a question to you on the Open document URL as such, if I want to set this up in development and transport to testing and production systems can you let me know how the BOBI system ID can be made dynamic – http://<YOUR_BOE_SYS&gt;:<PORT>/. As you know this set up would work in development, but want to make sure it works through out in all transported system. Any idea?

    Thanks,

    Partha

    (0) 
      1. Sini Kumar

        Can you please explain how this can be done without going and changing the URL manually in the CRM dev/ CRM Q and CRTM Prod landscape.

        Is there a way to use the BOBJ server and port dynamically?

        Thanks

        (0) 
  3. Debi Prasad Pal

    Hi Andreas,

    We have also the similar requirement to establish SSO between CRM and BO

    The background is :

    — SSO connection between CRM<> BW

    — SSO Connection between BW and BO

    — SSO Connection between CRM and BO

    we follow the link to establish the SSO between BO and BW : http://wiki.scn.sap.com/wiki/display/BOBJ/Setup+of+SAP+SSO+Service+in+SAP+BO+BI4.0+CMC

    and also have the role import from CRM to BO. But still facing the issue.

    Can you please help me out?

    Thanks in advance.

    Debi Prasad Pal

    (0) 
    1. Andreas Schuth Post author

      Hi Debi Prasad Pal

      Sure.

      I assume you completed the first steps.

      Did you assign an ALIAS to the Users?

      -> Alias eg.g

      secSAPR3:CRM~100/username

      secSAPR3:BW~001/username

      EDIT1:

      Btw did you adjust the openDocument and BILaunchpad Property Files?

      – > authentication.default=secSAPR3

         SAPLogonToken.enabled=true

      Let me know

      Andreas

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  4. Debi Prasad Pal

    Hello Andreas,


    Thanks for your quick response.


    authentication.default=secSAPR3 and SAPLogonToken.enabled=true both parameters are adjusted. But the first point not done. Could you please guide, to which user we need to assign those aliases. Is it the BO user? Here I am bit lost.


    Thanks again.

    Debi Prasad Pal

    (0) 
    1. Andreas Schuth Post author

      hi Debi

      Go to the CMC in the user administration.

      Click on User and select properties.

      On the properties tab look below – Alias:

      There should be 2 user – and you need to combine them.

      So tick both to active.

      Should do the trick.

      Cheers

      Andreas

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  5. Kommuri Suresh

    Hello, Andreas Schuth,

    I have done all the steps for implementing SSO between BO and CRM web UI. but it is not working to me.

    Summary of my workflow

    1. created roles in CRM & BW

    2. imported CRM & BW roles & users into BO

         2.1 user alias done

    3. Enabled SAP authentication

    4. Generated keystore & certification at BO Side

    5. imported BO certification into BW & CRM ( in ACL are I have mentioned system as CRD for CRM system and its client. same to BW system as well. Am I correct? please correct me )

    6. exported BW certificate into CRM and the same way exported CRM certificate into BW by using client 000

    7. uploaded keystore file into BO

    8. changed settings of BILaunchpad.properties & OpenDocument.properties files

    9. configured BO opendocument url (http://XXXXXX-XXX.XXXXXX.XXX:8080/BOE/OpenDocument/1402060926/OpenDocument/opendoc/openDocument.faces) into CRM web UI

    But no luck.

    please correct me where I did mistake and also tell me did I miss any steps?

    Advanced thanks.

    Suresh

    (0) 
    1. Andreas Schuth Post author

      Hi Steffen

      Where would you like to integrate the webi report – specifically which technology?

      Or you would like to have a button to call the url?

      Pls clarify.

      Cheers

      (0) 
      1. Steffen Haas

        Hi Andreas,

        at the moment we are creating thousands of HTML reports per night.

        For every customer one sales history report.

        In the traders cockpit we have a link to the HTML Report, depending on the customer number.

        TC.PNG

        Now our target is, that we don’t want to create the HTML reports every night.

        Therefor we want to use Webi (if it is possible?!)

        In Webi we inserted a BEx Query which create the Report, depending on the customer number.

        So in future, we want to press the same button in the traders cockpit, and webi should open with the Report of the customer which was inserted in the traders cockpit.

        I hope it was clear enough 🙂

        Is this possible?

        Thank you for your help, Andreas.

        Best

        Steffen

        (0) 
        1. Andreas Schuth Post author

          Hi Steffen

          I am not fully aware of the technology you are using.

          Basically you can integrate the URL in where ever you like.

          As long as you can call the URL with the corresponding parameter – your good to go.

          hth

          Andreas

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  6. Jens Fuchs

    Hi Andreas,

    great work!

    I followed everthing and I´m sure it´s configured correct, as your docu but get the following error message:

    /wp-content/uploads/2016/05/err_mess_957485.jpg

    So as u can see there is a difference: I put the link in a “Bereichsstartseite” instead of the left “navigation bar”.

    Cant find anything about this error via Google (in german)

    Do u have an idea what the error causes?

    Thx for ur help!

    Jens

    (0) 

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