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
3 Planning ............................................................................................... 7
3.1 Software Prerequisites .......................................................................... 7
4 Installation ........................................................................................... 8
5 Upgrade .............................................................................................. 11
6 Silent Installation & Upgrade ........................................................... 14
Installation .................................................................................................. 14
Upgrade....................................................................................................... 14
Uninstallation ............................................................................................. 14
7 Additional Information ...................................................................... 15
7.1 Uninstallation........................................................................................ 15
7.2 Important Information .......................................................................... 17
8 Mandatory Post Installation Steps .................................................. 18

4 10 2010
 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.

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

Run the reports attached with the above mentioned SAP Notes if you haven’t run it already.

6 10 2010
 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 .NET Visual Studio Office

Operating System Framework Tools for Primary
System Type Runtime Office Interop
Version Runtime Assembly
Version Version

Microsoft Windows XP 32-bit and 3.5 and 2005 SE Office 2003

Office 2003 64-bit higher PIA
Windows Vista

Windows 7

Microsoft Windows XP 32-bit and 3.5 and 3.0 Office 2007

Office 2007 64-bit higher PIA
Windows Vista

Windows 7

Microsoft Windows XP 32-bit and 4.0 and 4.0 Office 2010

Office 2010 64-bit higher PIA
Windows Vista

Windows 7

Lotus Notes Windows XP 32-bit and 3.5 Not Required Not Required
64-bit
Windows Vista

Windows 7

10 2010 7
4 Installation

4 Installation
Process Flow
1. On the WebClient UI Home page, click Personalize in the header area. In the
Groupware Integration context area, click on Install Synchronization Software.
2. Select the default mail client and destination folder for the installation, as shown below.
Language is defaulted to ‘English’ during installation/upgrade and the field is
noneditable.

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.

8 10 2010
 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.

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4 Installation

5. You can display the installation log if required, as shown in the example below.

6. Click Finish to complete the installation.

10 10 2010
 5 Upgrade

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

12 10 2010
 5 Upgrade

5. Display the installation log if required.

6. 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 application.
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
INSTDIR=\" C:\Program Files\SAP\CRM Groupware Synchronization\""

MODE and MAILCLIENT are mandatory parameters for silent installation:

MODE = INSTALL
MAILCLIENT = MSOUTLOOK|LOTUSNOTES
INSTDIR = C:\Program Files\SAP\CRM Groupware Synchronization\

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"

14 10 2010
 7 Additional Information

7 Additional Information
7.1 Uninstallation
Process Flow
1. On the WebClient UI Home page, click Personalize in the navigation bar. In the
Groupware Integration page area, click on Install Synchronization Software.
2. 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. Display the uninstallation log if required.

5. Click Finish to complete the uninstallation.

16 10 2010
 7 Additional Information

7.2 Important Information

The following pop-up might appear in the described scenario.

1. Installation or upgrade of the Groupware sync software by an administrator in either

manual or silent mode.
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.

10 2010 17
8 Mandatory Post Installation Steps

8 Mandatory Post Installation Steps

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

The below steps have to be STRICTLY followed in the same order as it is mentioned if you
are doing a profile download for the first time.

1. Install the Client Groupware Integration

2. Open the Outlook\Lotus (For all supported versions of Microsoft Outlook or Lotus Notes)
3. Open the CRM WEBUI
4. Clicking on the Edit Synchronization Settings in the Personalize page you get a language
pop-up. Select the language the corresponding Country-Language combination Profile
will be downloaded. For more details on this refer to the functional documentation which
is available in the SAP Note 1555348.
5. Once you have successfully downloaded the profile, you can start using the Client
Groupware Integration application.

18 10 2010