how to configure integration between sap crm and sap … · an sap jam tenant at the same release...

How to set up SAP Jam for Integration with other SAP Solutions 1

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How-To Guide Document Version: 1411 2014.12.15

How to set up SAP Jam for Integration with other SAP Solutions



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Content 1 Introduction ................................................................................................................................ 4

1.1 Business Scenario ....................................................................................................................... 4

1.2 Background Information ............................................................................................................... 4

2 Prerequisites .............................................................................................................................. 5

3 Setting up the BizX instance .................................................................................................... 6

3.1 Create users in BizX .................................................................................................................... 6

3.2 Reset user password ................................................................................................................. 11

3.3 Grant Permissions to Access..................................................................................................... 13

3.4 Create another BizX admin........................................................................................................ 14

4 Setting up the Jam instance ................................................................................................... 16

4.1 Create another Jam admin ........................................................................................................ 16

5 Customizing ............................................................................................................................. 18

5.1 Customizing your SAP Jam instance – via Jam ........................................................................ 18

5.2 Customizing your SAP Jam instance – via BizX (Theme Manager) ......................................... 19

5.3 Customizing email notification templates .................................................................................. 22

6 Next Steps ........................................................................................................................................ 23

6.1 Integration with SAP Cloud for Customer (C4C) ............................................................................ 23

6.2 SAP Cloud for Customer (C4C) and SAP Jam – Test Script ......................................................... 23

6.3 Integration with ABAP SMI ............................................................................................................. 23

7 Troubleshooting .............................................................................................................................. 24



1 Introduction

1.1 Business Scenario

Integrating SAP Jam with other SAP solutions enables cross-application collaboration using the SAP Jam Feed, and allows users to use the flexibility and freedom of Jam for multiple collaboration scenarios.

1.2 Background Information

This document details the steps required to set up SAP Jam in order to enable the integration with other SAP solutions.



2 Prerequisites SAP Jam An SAP Jam tenant at the same release level as the other SAP Cloud solution has been provisioned for your company, and you have been given administrator access.

SuccessFactors Platform (BizX) The instance/ instances have been provisioned and you have access to the email below.



3 Setting up the BizX instance

3.1 Create users in BizX

The SuccessFactos BizX platform is the shared user pool for all SuccessFactors modules of a single customer. SAP Jam is (historically seen as) a SuccessFactors solution and therefore also uses the BizX user management. The BizX platform can be seen as the identity provider of SAP Jam.

1. Connect to the SAP SuccessFactors system using an internet browser with your company ID, administration user, and password.



2. On your Home screen, click on Admin Tools

3. Under Manage Users, choose Employee Export



4. Select the options Valid users only and Character Encoding as Unicode (UTF-8) and click Export Users.

5. Choose Save as to save the ZIP file to your local drive. 6. Extract the files to a folder and save it. 7. Copy this file (as backup) and open the copied file. 8. Keep the first 2 rows and delete all the other rows in the copied file. 9. Start maintaining the users and use the original file as reference. Maintain the following fields shown

in the table, the values shown are example values for your reference.

Field Name Value

STATUS active

USERID DOMDIRECTSALES

USERNAME DOMDIRECTSALES

FIRSTNAME DOM

LASTNAME DIRECTSALES

EMAIL [email protected]

TITLE DIRECTSALES

GENDER M

EMAIL [email protected]

MANAGER NO_MANAGER

HR NO_HR

DEPARTMENT IT (IT)

JOBCODE IT Manager (IT-MGR)

DIVISION Industries (IND)

LOCATION Arlington, Virginia (US_DCM)

TIMEZONE US/Eastern

HIREDATE 02/29/2012

TITLE IT Manager

mailto:[email protected]

mailto:[email protected]



ADDR1 33 West St

CITY Alexandria

STATE Virginia

ZIP 22032

COUNTRY United States

DEFAULT_LOCALE en_US

Attention – USERID - Common pitfalls. a. The USERID cannot be changed anymore. Take this into account if you have to integrate other

systems. b. The USERID is case sensitive. c. Using tools like MS Excel might corrupt the format of your .csv after saving. d. If your USERIDs include leading zeros (for example: 006372E), MS Excel will remove them

automatically by default. Uploading the file again will create a new user (USERID = 6372E).

e. SSO check is for the USERNAME (which is flexible) instead of the USERID.

10. Save the file and close it.



11. In your SuccessFactor’s browser, under Manager Users, choose Import Employee Data

12. Scroll down to find the Choose File option and choose Browse 13. Select the file in which you have maintained the users. 14. Select UTF-8 as File Encoding 15. Choose Import to import the data into SUCCESS FACTORS BIZX server.



3.2 Reset user password

The next section explains how to reset a password. This is a common admin task and also an easy way to create a system generated onetime password for your newly created user.

1. Navigate back to Admin Tools

2. Under Manager Users, choose Reset User Passwords

3. Choose Reset individual user password to reset the password for the user which you have created just now.

4. Enter DOM as First Name and click Search Users.



5. Select the displayed user and click Reset Selected Users Passwords.

6. The selected user gets an email with the password



3.3 Grant Permissions to Access

In this section, you give the access permission to the BIZX users so that they can access the SAP Jam with their same SuccessFactor’s user ID and password.

1. In the Admin Tools page, under Manage Security, choose Permission to Access Jam. 2. Choose Manage permissions through individual users

3. Enter DOM as First Name and click Search Users

4. Select the username and click Grant Permission

5. User is granted the access to SAP Jam and can log on to SAP Jam as soon as the user

is available or replicated to SAP Jam. (max. 24h)

HINT: If you want to be forwarded to Jam directly without going to BizX, you can add a RelayState parameter to the URL: https://performancemanager.successfactors.eu/sf/Jam?company=YourCompanyID



3.4 Create another BizX admin

If you do not want to use the PSADMIN user all the time, you can grant administrative privileges to another BizX user.

1. In the Admin Tools page, under Manage Security, choose Administrative Privileges. 2. Search for your user and check (at least) the following checkboxes.

Remark: This view will show all possible permissions of the whole BizX platform. This guide will not cover how to create a permission concept for an enterprise. We will only explain what to do to get SAP Jam going. A standard SuccessFactors implementation would use a concept called Role Based Permissions (RBP). How to set this up is explained in the RBP-Handbook and should be supported by a PS consultant.

3. Click Save Admin Permission for Selected User.

http://help.sap.com/saphelpiis_cloud4hr/EN/SF_RBP_Admin_en.pdf



4. The permissions will be active after the next logon.



4 Setting up the Jam instance After preparing the BizX platform we are now able to configure the Jam instance. Navigate to Jam by using the drop-down menu on the BizX home screen.

4.1 Create another Jam admin

1. Logon to Jam with a Company Admin user 2. Select Jam Admin in the menu dropdown

3. Search for Users in the left navigation menu 4. Select the user you want to promote 5. Go to Administrator Type and change it to Company Administrator



6. Save your changes Remark: Refer to the official Jam handbook for further insights about the different admin levels and administration concepts.

http://help.sap.com/businessobject/product_guides/Jam14/en/sap_jam_admin_guide.pdf



5 Customizing There are two ways to customize your Jam instance. Since Jam was historically a standalone tool, you can use the internal customizing features (this is not recommended). They are very limited but easy to use. All settings done will only be active in Jam. If you are looking for more advanced ways to customize your instance and to enable a consistent user experience throughout all modules (including Jam), you should use the BizX Theme Manger.

5.1 Customizing your SAP Jam instance – via Jam

This is the legacy branding feature of SAP Jam. We recommend the use of the BizX branding functionality included in the Theme Manager. If you want to use the legacy branding nevertheless, here is what you need to do.

1. Login to Jam with a Company Admin user 2. Select Jam Admin in the menu dropdown 3. Click Branding 4. If you want to use this (Jam only) branding feature, make sure the checkbox Enable

Success Factors Theming is not checked. 5. Go ahead with you customizations



5.2 Customizing your SAP Jam instance – via BizX (Theme Manager)

Prerequisite: Perform the same steps as those used while customizing your SAP Jam instance – via Jam, but make sure the checkbox Enable Success Factors Theming is checked.

1. Switch back to the BizX suite by using the navigation drop down or home icon

2. Go to the Admin Tools (legacy version recommended)



3. Search for the Company System and Logo Settings 4. There are two sub-menus, which are of interest to you

Upload Company Logo

You can customize the login experience by adding your company logo. (This can also be done using the Theme Manager below, which is recommended as best practice). Nevertheless you are also free to change the logo without doing any major theming changes.



Theme Manager

The Theme Manager is a comprehensive customization tool where you can create your own design according to your corporate identity. Themes can be shared throughout all SF modules for a consistent user experience. This guide will not cover how to use it, since is not relevant for integration purposes.



5.3 Customizing email notification templates

BizX offers the chance to customize your email notifications. The following section describes how to implement minor changes. Note that your changes might affect several modules since you are doing the changes on platform level.

1. Login to BizX -> Admin Tools 2. Search for System Properties -> E-Mail Notification Templates Settings 3. There you will find all templates used by your SuccessFactors instance. As an example,

you could look for Welcome Message Notification with Reset Password Support and click on it.

4. On the right side the template will be shown. You can customize it now by adding new content or creating an entire new message.

5. Save your changes Next time the event is triggered you will see the changes you have configured in the relevant template.



6 Next Steps You are now ready to integrate with other SAP Solutions. Follow the instructions below to integrate with the following products.

6.1 Integration with SAP Cloud for Customer (C4C)

If you plan to integrate your SAP Jam instance with SAP Cloud for Customer (C4C), refer to the following guides.

Integrate SAP Cloud for Customer and SAP Jam

6.2 SAP Cloud for Customer (C4C) and SAP Jam – Test Script

Test your configuration

SAP Cloud for Customer (C4C) and SAP Jam integration – Test Script

6.3 Integration with ABAP SMI

If you plan to integrate your SAP Jam instance with ABAP Social Media Integration (ABAP SMI), refer to the following website.

Connecting SAP Jam with ABAP SMI

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

https://jam4.sapjam.com/#groups/2PEUHxaRIZBzz6diuv9pE5/documents/VWMsbh8ldV8wRZZxCKiLFm/slide_viewer

http://help.sap.com/saphelp_uiaddon10/helpdata/en/fe/66afd70d864fd4ae5f30df90fdd795/content.htm



7 Troubleshooting A Tips and Tricks guide can be found here. (This resource is only available to SAP employees since it might contain sensitive data)

https://jam4.sapjam.com/#groups/2PEUHxaRIZBzz6diuv9pE5/documents/ml7u9B5hnmz6OLBOEjTm5O/versions/2515082/slide_viewer

how to configure integration between sap crm and sap … · an sap jam tenant at the same release...

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