Installation Guide SAP CRM 2007, 7.0 and 7.

0 EHP1
Client Groupware Integration Component (Release 10.0)
Target Audience Consultants Administrators

Public Document version 1.0 11/10/2010

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Installation Guide

Contents
1 Introduction ......................................................................................... 5
1.1 About this Document ............................................................................. 5

2 Preparation .......................................................................................... 6
2.1 ActiveX Settings for Intranet and Internet ............................................ 6

3 Planning ............................................................................................... 7
3.1 Software Prerequisites .......................................................................... 7

4 Installation ........................................................................................... 8 5 Upgrade .............................................................................................. 12 6 Silent Installation & Upgrade ........................................................... 15

Installation .................................................................................................. 15 Upgrade....................................................................................................... 15 Uninstallation ............................................................................................. 15

7 Additional Information ...................................................................... 16

7.1 Uninstallation........................................................................................ 16 7.2 Important Information .......................................................................... 18

8 Mandatory Post Installation Steps .................................................. 19

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1 Introduction

1 Introduction
Client-based groupware integration enables you to synchronize tasks, appointments, and contacts between Microsoft Outlook or IBM Lotus Notes and SAP CRM so that you can access from the groupware client all data that has been created in an SAP CRM application. Data can be transferred in both directions.

1.1 About this Document

Purpose
This guide outlines the steps for installing the client groupware integration component. This component must be installed locally on a PC to enable synchronization of data. Installation is typically carried out by the business user or IT support. Note the software requirements for installation.

Constraints
This guide does not explain how to install the back-end system and the SAP CRM server. It assumes that these are already in place.

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2 Preparation

2 Preparation
Before installation, you need to make settings in SAP CRM backend. Refer to the SAP Note 1555348 for the functional documentation and do the necessary CRM Server side settings before you start using the SAP CRM Client Groupware Integration.

2.1 ActiveX Settings for Intranet and Internet

Enable the ActiveX settings in Internet explorer to have Client Groupware working. If the CRM Server system is in Intranet zone then do the below mentioned settings in the following path. Open Internet Explorer Tools -> Internet Options -> Security tab -> Local Intranet -> Custom Level button to open the Active X settings If the CRM Server system is in Internet zone then do the below mentioned settings in the following path. Open Internet Explorer Tools -> Internet Options -> Security tab -> Internet -> Custom Level button to open the Active X settings Under ActiveX controls and plug-ins the settings should be: Automatic prompting for ActiveX controls: Enable Binary and script behaviors: Enable Download signed ActiveX controls: Prompt Download unsigned ActiveX controls: Prompt Initialize and script ActiveX controls not marked safe for scripting: Prompt Run ActiveX controls and plug-ins: Enable Script ActiveX controls marked safe for scripting: Enable Under Downloads the settings should be: Automatic prompting for file downloads: Enable File Download: Enable Click Ok to close the window.

You may get a warning that you are changing security settings. Click Yes to close the window. Click OK on the Internet Options. Close all browser windows and re-launch Internet Explorer.

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3 Planning

3 Planning
3.1 Software Prerequisites
The software listed below must be installed before you start installation of the Client Groupware Integration.

You require Administrator rights to install Client Groupware Integration tool. You require administrator rights to install the following software: Lotus Notes Microsoft Office .NET Framework Runtime Visual Studio Tools for Office Runtime (VSTO Runtime) Office Primary Interop Assembly (Office PIA) If you are not running the setup from the WebClient UI, the setup file must be available on the system as a local copy. Mail Client Supported Operating System Operating System Type .NET Framework Runtime Version Visual Studio Tools for Office Runtime Version 2005 SE Office Primary Interop Assembly Version Office 2003 PIA

Microsoft Office 2003

Windows XP Windows Vista Windows 7

32-bit and 64-bit

3.5 and higher

Microsoft Office 2007

Windows XP Windows Vista Windows 7

32-bit and 64-bit

3.5 and higher

3.0

Office 2007 PIA

Microsoft Office 2010

Windows XP Windows Vista Windows 7

32-bit and 64-bit

4.0 and higher

4.0

Office 2010 PIA

Lotus Notes

Windows XP Windows Vista Windows 7

32-bit and 64-bit

3.5

Not Required

Not Required

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4 Installation

4 Installation
Download the latest setup for SAP CRM Client Groupware Integration from the link mentioned in the SAP Note. Follow the below mentioned steps to start the installation process. SAP Note 1563898: Setup for 10 Series Client based Groupware Integration Refer to the following SAP Notes for the Client Groupware Integration Corrections: SAP Note 1508007: Client GWI 10 series for CRM 7.0 version SAP Note 1540852: Client GWI 10 series for CRM 2007 version SAP Note 1550084: Client GWI 10 series for CRM 7.0 EHP1 version

Process Flow
1. 2. On the WebClient UI Home page, click Personalize in the header area. In the Groupware Integration context area, click on Install Synchronization Software. Select the default mail client, language configuration, and destination folder for the installation, as shown below. o o User SHOULD NOT go ahead and change the language, either during the installation of groupware or from the edit synchronization settings. The Outlook language, Groupware Language and Edit synchronization language should never be changed at any point in time, and all three languages should always be in sync for the Groupware software to work.

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4 Installation

3.

Choose Next >> to continue. A check runs to determine whether the required software has been installed, and the status is displayed, as shown in the example below.

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4 Installation

4.

If the software requirements are fulfilled, or warnings only are displayed, click Next >> to continue with installation, otherwise click Cancel and arrange for the missing software to be installed. If you clicked Install, the installation runs and the status is displayed, as shown in the example below.

5.

When installation is complete, you can specify whether you want to launch Microsoft Outlook/Lotus Notes on exiting the installation. Note that information about available software fixes is also displayed, if applicable. You can display the installation log if required, as shown in the example below.

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4 Installation

6.

Click Finish to complete the installation.

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5 Upgrade

5 Upgrade
Download the latest setup for SAP CRM Client Groupware Integration from the link mentioned in the SAP Note. Follow the below mentioned steps to start the upgrade process. SAP Note 1563898: Setup for 10 Series Client based Groupware Integration Refer to the following SAP Notes for the Client Groupware Integration Corrections: SAP Note 1508007: Client GWI 10 series for CRM 7.0 version SAP Note 1540852: Client GWI 10 series for CRM 2007 version SAP Note 1550084: Client GWI 10 series for CRM 7.0 EHP1 version

Process Flow
1. 2. On the WebClient UI Home page, click Personalize in the header area. In the Groupware Integration context area, click on Install Synchronization Software. Select Upgrade.

3.

Click Next >> to continue. A check runs to determine whether the required software has been installed, and the status is displayed, as shown in the example below.

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5 Upgrade

4.

If the software requirements are fulfilled, or warnings only are displayed, click Next >> to continue with upgrade, otherwise click Cancel and arrange for the missing software to be installed. If you clicked Upgrade, the upgrade runs. The upgrade status is displayed as shown in the examples below.

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5 Upgrade

5.

When upgrade is complete, you can specify whether you want to launch Microsoft Outlook/Lotus Notes on exiting the installation.

6. 7.

Display the installation log if required. Click Finish to complete the installation.

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6 Silent Installation & Upgrade

6 Silent Installation & Upgrade

You require Administrator rights to install/upgrade Client Groupware Integration tool. Download the latest setup for SAP CRM Client Groupware Integration from the link mentioned in the SAP Note: SAP Note 1563898: Setup for 10 Series Client based Groupware Integration Refer to the following SAP Notes for the Client Groupware Integration Corrections: SAP Note 1508007: Client GWI 10 series for CRM 7.0 version SAP Note 1540852: Client GWI 10 series for CRM 2007 version SAP Note 1550084: Client GWI 10 series for CRM 7.0 EHP1 version Use the following commands to do a Silent Installation, Upgrade or Uninstallation.

Installation
Open command prompt and use the following command to start the installation in silent mode. Setup.exe /s /v" /qn MODE=INSTALL MAILCLIENT=MSOUTLOOK|LOTUSNOTES LANGUAGE=English INSTDIR=\"C:\Groupware\"" MODE, MAILCLIENT and LANGUAGE are mandatory parameters for silent installation: MODE = INSTALL MAILCLIENT = MSOUTLOOK|LOTUSNOTES LANGUAGE = English

Czech|Danish|German|Greek|Spanish|Finnish|French|Hebrew|Croatian|Hungarian|It alian|Japanese|Korean|Dutch|Norwegian|Polish|Portuguese|Russian|Slowakian|Slow enian|Spanish|Turkish|Chinese(traditional)|Chinese

INSTDIR = C:\Groupware

Upgrade
Open command prompt and use the following command to start the upgrade in silent mode. Setup.exe /s /v" /qn MODE=UPGRADE"

Uninstallation
Open command prompt and use the following command to start the uninstallation in silent mode. Setup.exe /s /v" /qn MODE=UNINSTALL"

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7 Additional Information

7 Additional Information
7.1 Uninstallation
Process Flow
1. 2. On the WebClient UI Home page, click Personalize in the navigation bar. In the Groupware Integration page area, click on Install Synchronization Software. Select Upgrade and indicate whether you want to delete the MS Outlook history and/or the SAP CRM client profile from your local system, as shown below. o Delete Outlook History: Extend.dat is an add-in cache for MS Outlook (file Extend.dat). Checking this option deletes the Extend.dat o Delete SAP CRM Profile: The SAP CRM client profile defines the synchronization settings for your client. Checking this option deletes the file %userprofile%\Local Settings\Application Data\SAP AG\Client Groupware\GWIConfigData.xml. o Delete Installation Logs: Checking this option will delete the installation logs from the following folder: %userprofile%\LocalSettings\Application Data\SAP AG\Client Groupware\InstallationLogs

3.

Click Next >> to continue. The uninstallation status is displayed as shown in the examples below.

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7 Additional Information

4. 5.

Display the uninstallation log if required. Click Finish to complete the uninstallation.

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7 Additional Information

7.2 Important Information

NOTE: The following pop-up might appear in the described scenario. Step 1: Installation or upgrade of the Groupware sync software by an administrator in either manual or silent mode. Step 2: User logs onto the machine and opens outlook. The groupware add-in will be loaded by outlook. You might see a pop-up as shown below.

Action to be taken: The user has to click on Install. The above scenario is only for Office 2007 and 2010. This is not applicable for Office 2003.

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8 Mandatory Post Installation Steps

8 Mandatory Post Installation Steps

The below steps have to be STRICTLY followed in the same order as it is mentioned: 1. 2. 3. 4. 5. Install the Client Groupware Integration Open the Outlook\Lotus (For all supported versions of Microsoft Outlook or Lotus Notes) Open the CRM WEBUI Download the PROFILE by clicking on the Edit Synchronization Settings Synchronize from CRM WEB UI

Whenever the user wants to use the Client Groupware Integration software for synchronization, always make sure that mail client (Outlook\Lotus) is opened.

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