Email Integration – SAP Cloud for Customer, Add-in for Lotus notes client
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.
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
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 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
- Access Account information
- View associated items of Opportunities
- View associated items of Lead
- 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.
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”.
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