Question:
hi all
As a novice to sap crm, i have few doubts.
I have a situation here.
A company has implemented sap r/3 for its core modules.
It has three system land scape namely development, test and production.
Take the case now the company wants to go for sap crm implementation too.
1)what are the best possible ways to implement crm for this particular company?I mean even for the CRM implementation does it need to follow the three system land scape like three crm servers?
2)how the data load (initial and delta) takes place?
I mean from which OLTP server to which CRM SERVER......Like is it from production OLTP to CRM development or any others.
Your reply asap is highly appreciated.
Thanks in advance
killer
_________________
Any intelligent fool can make things bigger, more complex and more violent. It takes a touch of genius - and a lot of courage to move in the opposite direction.
Answer:
Yes you should have the same system landscape in CRM as you have for R/3.
_________________
Just me and a pygmy pony behind the dental floss bush
Answer:
Your system landscape for SAP CRM should indeed follow the same logic as in most SAP systems, like SAP R/3 and BW for example:
Most companies do use Development- Quality - Production system
It is NOT necessary to have 3 separate servers however. You could choose to have development and QA on a same server.
Downloads (customizing and initial/delta downloads from R/3 to CRM) are also not fixed (most often the logic is as following:
R/3 DEV --> CRM DEV
R/3 QA --> CRM QA
R/3 Prod --> CRM Prod
But you could also make other combinations.
regards
_________________
Davy Pelssers
Independant SAP Consultant CRM/BW/Authorisations
pelssersdavy@hotmail.com
Answer:
mr drago
thanks for u r reply?
now the question is
1) I guess for the first time the crm server is empty. i mean it holds no records? so what kind of settings to be done initially before integrating it with oltp server?
2)can u briefly explain?
cheers
killer
_________________
Any intelligent fool can make things bigger, more complex and more violent. It takes a touch of genius - and a lot of courage to move in the opposite direction.
Answer:
1. Download configuration data inro CRM using middlewarte objects
2. Enter remaining configuration settings into CRM is order types and item catagories
3. Download Org Model using middleware
4. Determine what filters are required for master data middleware objects
5. Implement filters for middleware objects as required
4. download master data using middleware objects as initial load
_________________
Just me and a pygmy pony behind the dental floss bush
Answer:
About the Org model:
you CAN create this in 3 ways:
1) Use HR org model by distributing it to CRM via ALE
2) Copy R/3 Sales Structure : is done by running report in CRM customizing
3) Manually maintain/create an org model in CRM
About the process steps for installation of SAP CRM:
I advise you to read the "Setup and Load guide". This document is written for the release 3.0 but is still valid for newer releases and gives a very nice and clear overview of all steps you need to take such as:
1 INTRODUCTION ........................................................................................ 6
1.1 Setup activities after the installation ...........................................................................................7
1.1.1 Generating Industry-Specific Runtime Objects....................................................................11
1.1.2 Regenerating Filter Objects After Client Copy ....................................................................12
1.2 Site IDs and Subscription setting...............................................................................................12
1.2.1 R/3 Site definition..................................................................................................................12
1.2.2 Mobile Client Site definition.................................................................................................14
1.2.3 Subscriptions .........................................................................................................................15
2 APPLICATIONS COMPONENT INITIAL LOAD TO CRM SERVER AND
TO CDB .......................................................................................................... 17
2.1 Preparing for Initial load............................................................................................................17
2.1.1 Performance and Database issues .........................................................................................17
2.1.2 Setting up the Middleware for Master Data transfer ............................................................19
2.2 The flows of the objects loading .................................................................................................27
2.2.1 Customizing objects ..............................................................................................................28
2.2.2 Business Application objects ................................................................................................35
2.3 Configuration & Customizing initial load ................................................................................37
2.3.1 Manual definition of the product hierarchy structure...........................................................37
2.3.2 Definition of the product key (length, display, save) in CRM .............................................40
2.3.3 Definition of the plant ...........................................................................................................40
2.3.4 Initial Customizing load ........................................................................................................40
2.3.5 Mapping Account group and classification for business partners........................................42
2.3.6 Setup Taxes...........................................................................................................................49
2.3.7 Define Assignment of Tax Data for products from R/3 to CRM.........................................52
2.3.8 Define Assignment of Tax Data for Tax Condition Records from R/3 to CRM.................54
2.4 Setting up the Organizational Management.............................................................................56
2.4.1 Analysis of the relevant sales areas in the R/3 Backend system..........................................58
2.4.2 Definition of the replace division in CRM ...........................................................................58
2.4.3 Definition of the Distribution Channel in CRM...................................................................59
2.4.4 Maintain Organizational Model (Root definition)................................................................59
2.4.5 Creating sales organizations..................................................................................................60
2.5 Application Data (initial) ............................................................................................................64
2.5.1 Initial load of Customers .......................................................................................................65
2.5.2 Customer hierarchy and business partner group...................................................................69
2.5.3 Initial load of Plants...............................................................................................................71
2.5.4 Initial load of Materials and Services ...................................................................................75
2.5.5 Initial load of Conditions.......................................................................................................79
2.5.6 Initial load of further objects.................................................................................................85
3 DELTA LOAD OF MASTER DATA ......................................................... 85
3.1 MW Server Job-Scheduling .......................................................................................................85
3.1.1 Overview...............................................................................................................................85
3.1.2 Activate Delta Events............................................................................................................86
3.1.3 Replication & Realignment Queues......................................................................................87
3.2 Reduction of Log-Levels .............................................................................................................88
4 APPENDIX................................................................................................ 90
4.1 Mapping Business Partner number ranges in R3 and CRM.................................................90
4.1.1 Business Partner Concepts in R/3 and CRM........................................................................90
4.1.2 Defining Number Assignment Strategy for Business Partners ............................................91
4.1.3 Mapping Business Partner Master Data from R/3 to CRM..................................................93
4.1.4 Identifying Relevant R/3 Account Groups ...........................................................................94
4.1.5 Defining Number Ranges for CRM Business Partners (Part 1)...........................................94
4.1.6 Defining CRM Business Partners Groupings (Part 1)..........................................................94
4.1.7 Creating R/3 Reference Customer ........................................................................................95
4.1.8 Assigning Consumer to Reference Customer.......................................................................96
4.1.9 Creating Account Group for CRM Consumers ....................................................................96
4.1.10 Mapping R/3 Account Groups to CRM Classifications .......................................................97
4.1.11 Mapping Business Partner Master Data from CRM to R/3..................................................98
4.1.12 Defining Number Ranges for CRM Business Partners (Part 2)...........................................99
4.1.13 Defining CRM Business Partners Groupings (Part 2)........................................................100
4.1.14 Creating R/3 Business Partner Number Ranges .................................................................100
4.1.15 Creating R/3 Account Groups.............................................................................................101
4.1.16 Mapping CRM Classifications to R/3 Account Groups .....................................................102
5 CHECKLIST ........................................................................................... 104
5.1 Setup activities directly after an installation or an upgrade of the CRM 3.0 Server ........104
5.2 Site IDs and Subscription setting.............................................................................................104
5.3 Preparing for Initial load..........................................................................................................104
5.4 The flows of the objects loading ...............................................................................................104
5.5 Configuration & Customizing initial loa ................................................................................105
5.6 Setting up the Organizational Management...........................................................................105
5.7 Application Data (initial) ..........................................................................................................105
5.8 Delta load of Master Data.........................................................................................................106
_________________
Davy Pelssers
Independant SAP Consultant CRM/BW/Authorisations
pelssersdavy@hotmail.com
Answer:
Thanks alot Mr drago and Mr Bgamble
Can i proceed with this document setup and download guide.
for the middleware work.
cheers
killer
_________________
Any intelligent fool can make things bigger, more complex and more violent. It takes a touch of genius - and a lot of courage to move in the opposite direction.
Answer:
where can i get this documentation?
thanks!!
[quote="drago"][b]About the Org model:[/b]
you CAN create this in 3 ways:
1) Use HR org model by distributing it to CRM via ALE
2) Copy R/3 Sales Structure : is done by running report in CRM customizing
3) Manually maintain/create an org model in CRM
About the process steps for installation of SAP CRM:
I advise you to read the "Setup and Load guide". This document is written for the release 3.0 but is still valid for newer releases and gives a very nice and clear overview of all steps you need to take such as:
[b]1 INTRODUCTION[/b] ........................................................................................ 6
1.1 Setup activities after the installation ...........................................................................................7
1.1.1 Generating Industry-Specific Runtime Objects....................................................................11
1.1.2 Regenerating Filter Objects After Client Copy ....................................................................12
1.2 Site IDs and Subscription setting...............................................................................................12
1.2.1 R/3 Site definition..................................................................................................................12
1.2.2 Mobile Client Site definition.................................................................................................14
1.2.3 Subscriptions .........................................................................................................................15
[b]2 APPLICATIONS COMPONENT INITIAL LOAD TO CRM SERVER AND
TO CDB[/b] .......................................................................................................... 17
2.1 Preparing for Initial load............................................................................................................17
2.1.1 Performance and Database issues .........................................................................................17
2.1.2 Setting up the Middleware for Master Data transfer ............................................................19
2.2 The flows of the objects loading .................................................................................................27
2.2.1 Customizing objects ..............................................................................................................28
2.2.2 Business Application objects ................................................................................................35
2.3 Configuration & Customizing initial load ................................................................................37
2.3.1 Manual definition of the product hierarchy structure...........................................................37
2.3.2 Definition of the product key (length, display, save) in CRM .............................................40
2.3.3 Definition of the plant ...........................................................................................................40
2.3.4 Initial Customizing load ........................................................................................................40
2.3.5 Mapping Account group and classification for business partners........................................42
2.3.6 Setup Taxes...........................................................................................................................49
2.3.7 Define Assignment of Tax Data for products from R/3 to CRM.........................................52
2.3.8 Define Assignment of Tax Data for Tax Condition Records from R/3 to CRM.................54
2.4 Setting up the Organizational Management.............................................................................56
2.4.1 Analysis of the relevant sales areas in the R/3 Backend system..........................................58
2.4.2 Definition of the replace division in CRM ...........................................................................58
2.4.3 Definition of the Distribution Channel in CRM...................................................................59
2.4.4 Maintain Organizational Model (Root definition)................................................................59
2.4.5 Creating sales organizations..................................................................................................60
2.5 Application Data (initial) ............................................................................................................64
2.5.1 Initial load of Customers .......................................................................................................65
2.5.2 Customer hierarchy and business partner group...................................................................69
2.5.3 Initial load of Plants...............................................................................................................71
2.5.4 Initial load of Materials and Services ...................................................................................75
2.5.5 Initial load of Conditions.......................................................................................................79
2.5.6 Initial load of further objects.................................................................................................85
[b]3 DELTA LOAD OF MASTER DATA[/b] ......................................................... 85
3.1 MW Server Job-Scheduling .......................................................................................................85
3.1.1 Overview...............................................................................................................................85
3.1.2 Activate Delta Events............................................................................................................86
3.1.3 Replication & Realignment Queues......................................................................................87
3.2 Reduction of Log-Levels .............................................................................................................88
[b]4 APPENDIX[/b]................................................................................................ 90
4.1 Mapping Business Partner number ranges in R3 and CRM.................................................90
4.1.1 Business Partner Concepts in R/3 and CRM........................................................................90
4.1.2 Defining Number Assignment Strategy for Business Partners ............................................91
4.1.3 Mapping Business Partner Master Data from R/3 to CRM..................................................93
4.1.4 Identifying Relevant R/3 Account Groups ...........................................................................94
4.1.5 Defining Number Ranges for CRM Business Partners (Part 1)...........................................94
4.1.6 Defining CRM Business Partners Groupings (Part 1)..........................................................94
4.1.7 Creating R/3 Reference Customer ........................................................................................95
4.1.8 Assigning Consumer to Reference Customer.......................................................................96
4.1.9 Creating Account Group for CRM Consumers ....................................................................96
4.1.10 Mapping R/3 Account Groups to CRM Classifications .......................................................97
4.1.11 Mapping Business Partner Master Data from CRM to R/3..................................................98
4.1.12 Defining Number Ranges for CRM Business Partners (Part 2)...........................................99
4.1.13 Defining CRM Business Partners Groupings (Part 2)........................................................100
4.1.14 Creating R/3 Business Partner Number Ranges .................................................................100
4.1.15 Creating R/3 Account Groups.............................................................................................101
4.1.16 Mapping CRM Classifications to R/3 Account Groups .....................................................102
[b]5 CHECKLIST[/b] ........................................................................................... 104
5.1 Setup activities directly after an installation or an upgrade of the CRM 3.0 Server ........104
5.2 Site IDs and Subscription setting.............................................................................................104
5.3 Preparing for Initial load..........................................................................................................104
5.4 The flows of the objects loading ...............................................................................................104
5.5 Configuration & Customizing initial loa ................................................................................105
5.6 Setting up the Organizational Management...........................................................................105
5.7 Application Data (initial) ..........................................................................................................105
5.8 Delta load of Master Data.........................................................................................................106[/quote]