1. Purpose

This how-to guide covers the integration of IBM Lotus Notes client with SAP Cloud for customer. SAP offers only email client integration. Email client integration is possible with MS Outlook and Lotus Notes. This document will walk you through the Lotus Notes integration.

2. Prerequisites

Current email integration supported only for client based integration and Add-in provided for the following versions of Lotus Notes.

●          Lotus Notes 9

●          Lotus Notes 8.5.x               

    

a.     Add-in Download

        As this guide is focusing on integration between SAP Cloud for Customer and Lotus Notes client, first download the Lotus notes add-in from the tenant

             

    

          Please select Add-in for IBM Lotus Notes from the list       
                   

By clicking above link will prompt “notessidebarupdatesite.zip” file to save. Please save the file in desktop or downloads folder in the local machine.

a.     Add-in Install

        Go to Lotus client and click on Application Menu and Install.

        This is a client side activity, so each user has to download this plug-in to integrate with SAP Cloud for Customer solution.

                   

           Select the Search for new features to install. This will prompt an option of the installation.

                        

        Click on the Add Zip/Jar Location. This will prompt for folder structure in local machine

                             

                    Now select the “notessidebarupdatesite.zip” from download folder.

               Click OK

                            

               Click on Finish

                             

     Select the package to install (Expand the node to verify the plugin version) and click next

                             

               Select the accept the licence terms and click next

    

                       Click on Finish button to complete the Add-in.

                          

     You might get a below warning about plug-in authenticity. Select the Install option and click OK.

   

               Lotus notes client restart is required for the plug-in to take effect.

                             

   c.     Add-in Configure

   To ensure the Lotus notes Add-in for SAP Cloud for Customer is installed, click on File and then select Preferences

                                  

      Please check for SAP Cloud for customer and click on the option from left Navigation pane        

Fill-in the SAP System URL, Username and password for the Cloud for customer Tenant.

Click on the connectivity to SAP System.

Confirm the connectivity and click OK

                         

                           

                            Now go to Side bars of Lotus Notes and new tab will be created for SAP Cloud for Customer

                           

                        Enter your URL and access credential another time in this pane to start the sync

            

Now you have successfully logged into SAP Cloud for Customer from Lotus Client.

You can see the object that are integrated directly via Lotus client.

 

3. Working with SAP Cloud Customer and Lotus client

          a.     SAP cloud for customer calendar in Lotus client

                      Once the initial setup is done, this will automatically create a contact group as below.

b.     SAP cloud for customer mail navigation pane view in Lotus client

              The Sync status can be checked in the left navigation pane view in the Lotus notes client.

c.     SAP cloud for customer – Object Sync

             Once the setup is completed and successful then a synchronizing of following objects will take place automatically.

             The following features are available from Lotus client

Unidirectional Sync:

• Access Account information
• View associated items of Opportunities
• View associated items of Lead

Bidirectional Sync

• Appointments
• Tasks or e-mails
• Create activities and add them with reference to Account, Campaign, Opportunity or Lead

Note: When the appointment created in Lotus client, this will not be sent to all the recipients of the appointment. Calendar entry/blocked for the user who is creating it. User has to send manually to the intended recipients.

4. Conclusion

Now we have completed the integration aspect of email with SAP Cloud for customer.

Details about how to working with the SAP Cloud for customer objects exposed with in lotus notes

will be published in a separate blog.

Kindly refer to my next topic on “SAP Cloud for customer – working with Lotus notes”.

Please feel free to provide your input on this content. Thank you for your time.

References

About SAP Cloud:

https://websmp108.sap-ag.de/cloud4customer

How-to-Guide:

http://scn.sap.com/community/cloud-for-customer/blog/2014/03/27/sap-cloud-for-customer-integration-with-erp-and-crm-how-to-guides-and-e-learning