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cFolder settings in SRM

CFolders Settings for SRM:
1. Define a New Logical System for Cfolders:
In the SAP SRM system (system and client, in which Strategic Sourcing has been customized), go to transaction spro and choose SAP
Supplier Relationship Management >>SRM Server >> Technical BasicSettings >> ALE Settings (Logical System) >> Distribution (ALE)>>Basic Settings >>Logical Systems >> Define Logical System.
Click over the Define Logical System:
  Define Logical System:
2 Define the Logical System as a backend System:
  In the SAP SRM system (system and client, in which Strategic Sourcing has been customized), go to transaction spro and choose SAP Supplier Relationship Management >> SRM Server >> Technical Basic Settings >>Define System landscape.
Enter the logical system and RFC destination of the cFolders system. Enter the system type CFOLDERS in the Sys. Type column.
Click over the Define System LandScape:
3 Add SAP_CFX_USER cFolders Role to Purchasers , Bidders, and RFC Users.
1.      Go to transaction pfcg.
2.      Display the role SAP_CFX_USER and choose  (Display/Change)
3.      Choose the User  tab page.
4.      Under User Assignments, in the User ID column, enter the user names of the users to whom you want to assign the role.
5.      Save your entries.
6.     Make sure that the authorizations of the roles have been generated and activated.
If the authorizations have been generated and activated, you see the symbol  on the Authorizations tab page. If you see the symbol , proceed as follows:
a.      On the Authorizations tab page, choose  (Change Authorization Data)
          The Change Role: Authorizations screen appears.
b.      Position the cursor on the authorization/role and choose  (Generate)
7.      Go back to the User tab page and choose User Comparison
4 Add SAP_CFX_COMP_CREATOR  Role to Composite Roles for Purchasers and RFC Users
We must ensure that the relevant purchasers and the interface user are authorized to create a collaboration in cFolders. To do this
repeat steps 1-7 from section 3, assigning the relevant users to the role SAP_CFX_COMP_CREATOR
5 Activate Service CFX_RFC_UI :
We must activate this service and create an external alias so that you can open cFolders through the web browser.
     1.    Go to transaction sicf.
     2.   Make sure the Hierarchy Type field contains the entry SERVICE (if not, use the input help to select this entry) and choose  (Execute).
     3.   In the tree structure, navigate to default_host ® sap ® bc ® bsp ® sap ® cfx_rfc_ui.
     4.   Right mouse-click cfx_rfc_ui and choose Activate Service ( In Below Screenshot it is already activated).
6. Test Service  CFX_RFC_UI:
Right Click over the Service CFX_RFC_UI and Click Test Service:
Note Down the URL generated and login with the User having role CFX_COMP_CREATOR.
Enter User Name and Password
Screen Which would appear once you login in Cfolder:

7 Update URLS:
Path: (Logon in Cfolder with User having SAP_CFX_ADMINSTRATOR Role)

Click Network Administration >>Network >> Determine Application URL

Enter the URL:(if not populated automatically in Cfolder) and Save your Entries.

Sending Email From Cfolders:

Procedure: (Below 4 Steps Need to be done by Basis Team)

  1. Setting up the SMTP Service.
  2. Defining the default Domain.
  3. Configuring SMTP Node.
  4. Scheduling the Send job.

Steps Need to be Done once above 4 Steps are completed:
Create System User:
A system user is a special user for sending different types of e-mail in the system.
1, Go to URL
and login with your Credentials having  SAP_CFX_ADMINSTRATOR role.


2. Create System User : Path: Go to User Administration >> Create System User



Provide the Above shown details and Click Save.

Uses of System User created in above step:

The system user is used in the following situations:
• Always for summary e-mails.
• Always for reminder notifications.
• Sometimes for sending all e-mails in cFolders, if the network settings are appropriate.
Processing Notification:


cFolders system user has to exist. The system user can be created or changed under User Administration.


There are two types of notifications that are sent via a job in the cFolders application:

• Summary e-mails contain a summary of received notifications and are sent automatically on a regular basis
• Reminder notifications are sent when a deadline has passed or processing time elapses.

Procedure  for activating Notification:

To access the individual functions, choose Network Administration from the cFolders

Functions to branch to the System Settings screen.

Activate the function for regularly sending summary e-mails —- Notifications tab page. Choose Activate Summary E-Mails.
Send all e-mails in cFolders with the system user as the sender
—Notifications tab page Set the Use System User as E-Mail Sender indicator.

Activate the status management function for sending reminder notifications—Status tab page. Choose Activate Reminder Notifications.



Related Document:

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      Author's profile photo Gaurav Gautam
      Gaurav Gautam

      Hello Sushant,

         Great work!! thanks for this document.It helped me a lot as I am new in SRM implementation.



      Author's profile photo Former Member
      Former Member
      Blog Post Author

      Thanks gaurav

      Author's profile photo Gaurav Gautam
      Gaurav Gautam

      Hi Sushant ,

         But in related document I am not able to see the images.Also could you please provide the common issues faced while implementing c-folder.



      Author's profile photo Arpit Bhardwaj
      Arpit Bhardwaj

      Good document 🙂

      Author's profile photo Former Member
      Former Member

      very helpful document

      Author's profile photo SAI RAM
      SAI RAM

      Nice document. I hav the PLM addon installed on ECC server hence, I need to do configure on separate server. Do you have any documentation for cfolders with separate server option.