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Installation Guide

SAP CRM Groupware Connector


Release 4.0

Document Version 2.1.6 – December 20, 2007


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Installation Guide: SAP CRM Groupware Connector

Contents

Installation Guide – SAP CRM Groupware Connector Release 4.0...........5


1 Introduction....................................................................................................... 5
1.1 Naming Conventions ............................................................................................ 7
1.2 New Features ........................................................................................................ 8
2 Installation – Step by Step ............................................................................... 8
2.1 Installing MS Exchange Groupware Connector ................................................. 9
2.2 Installing MS Exchange Groupware Connector Proxy ...................................... 9
2.3 Installing Lotus Domino Groupware Connector .............................................. 10
2.4 Installing Lotus Domino Groupware Connector Proxy ................................... 11
3 Installation Planning....................................................................................... 11
3.1 Hardware and Software Requirements ............................................................. 11
3.2 Required Parameters.......................................................................................... 13
4 Installation Preparations................................................................................ 14
4.1 Gathering Parameters of Groupware Adapter.................................................. 14
4.2 Preparing Administrative Account for MS Exchange Connector ................... 15
4.3 Installing Microsoft Outlook .............................................................................. 18
4.4 Preparing Public Folder for Storing CRM Contacts......................................... 20
4.5 Using the Contacts Folder as Address Book in the MS Outlook.................... 21
4.6 Preparing Administrative Account for Lotus Domino Connector .................. 23
4.7 Preparing Database for Storing CRM Contacts ............................................... 24
4.7 Setting Up the Directory Assistance on the Lotus Domino Server ................ 29
4.8 Preparing for Replication of Private Contacts ................................................. 32
4.9 Installing Lotus Notes Client ............................................................................. 33
5 Installation Process........................................................................................ 33
5.1 Installing MS Exchange Groupware Connector ............................................... 33
5.2 Installing MS Exchange Groupware Connector Proxy .................................... 36
5.3 Installing Lotus Domino Groupware Connector .............................................. 40
5.4 Installing Lotus Domino Groupware Connector Proxy ................................... 45
6 Post Installation .............................................................................................. 50
6.1 Running SelfTest ................................................................................................ 50
6.2 Tuning the Performance..................................................................................... 50
7 Additional Information ................................................................................... 50
7.1 Installation Troubleshooting.............................................................................. 50
7.2 Upgrading from 2.0 Release .............................................................................. 52
7.3 Upgrading from 2.1 Release .............................................................................. 53
7.4 Uninstalling the Groupware Connector ............................................................ 53
7.5 Installing Multiple Instances of Connector....................................................... 53

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Installation Guide – SAP CRM Groupware


Connector Release 4.0
1 Introduction
Purpose
This installation guide provides step-by-step instructions for installing the components of the 2.1 release of
SAP CRM Groupware Connector environment. This guide also specifies the requirements for the installation
and proper operation of the connectors.
The following topics are discussed:
• Architecture of the Groupware Connectors
• Hardware and software requirements
• Preliminary actions before installing Groupware Connectors
• Step-by-step installation instructions

Skill in performing typical Groupware administrative tasks is expected when preparing Groupware
Servers for integration.
There are two SAP CRM Groupware Connectors available, one for the Microsoft (MS) Exchange Server and
one for the Lotus Domino Server. Groupware Connectors for SAP CRM release 4.0 allow two-way replication
from different SAP CRM applications to the groupware and back. The scope of the product includes
replication of contacts (business partner), appointments and tasks (activity and resource planning).

Object types in different systems

SAP CRM MS Exchange Groupware Lotus Domino Groupware


Server Server
Business partner Contact Contact (Person)
• Contacts folder in User’s • User’s private contact
Mailbox (private contacts) database (private contacts)
• Public folder (public contacts) • Public contacts database
(public contacts)

Activity Management or Task To Do (Task)


Resource Planning • Tasks folder in User’s • User’s mail database: to-do
Mailbox frameset, calendar frameset

Activity Management or Appointment, Meeting Calendar Entry (Appointment)


Resource Planning • Calendar folder in User’s • User’s mail database: calendar
Mailbox frameset

Implementation Considerations
Groupware Connector consists of the following components:
• Groupware Connector
• Groupware Connector Proxy

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The solution requires installation of one instance of Groupware Connector and one or more instances of
Groupware Connector Proxies. The number of installed instances of Groupware Connector Proxies depends
on following points:
• Geographical distribution of the organization and Wide Area Network (WAN) landscape
• Desired performance of the solution. See next chapter for more details.

Integration
Relation of the components in Groupware Integration solution is provided in the following diagram.

Groupware
Groupware Groupware
Native Groupware
Connector Groupware
Server(s)
API Server
Proxy Server
SOAP
CRM
over Groupware
CRM Groupware DCOM / RMI
HTTP Connector
Adapter
Groupware Groupware
Groupware Groupware
Native Native Groupware
Connector Groupware
Server(s)
API API Server
Proxy Server
Groupware
Server (as
AddressBook
provider)

Groupware Connector deals with CRM via Groupware Adapter. SOAP over HTTP is used for collaboration.
Connection to Groupware Servers is provided via one or more Proxy instances. Connector uses native to
implementation platform protocol for internal collaboration with Proxies:
• DCOM for Exchange Groupware Connector, a Win32 executable
• RMI for Lotus Groupware Connector, a Java application.
Internal communication between Connector and its proxies is optimized to consume as minimum network
traffic as possible, thus allowing to build largely distributed solutions where Proxies provide link to remote
Groupware Servers.
The simplest configuration is when Groupware Connector and one instance of Groupware Connector Proxy
per entire organization are installed on the same box in the same LAN with CRM server. This provides the
configuration easiest to maintain, but at the same time it provides the lowest performance.
It is recommended to setup Groupware Connector and Default instance of Groupware Connector Proxy on
the computer in the same Local Area Network with the CRM server (Groupware Adapter). Additional
instance of Groupware Connector Proxy is recommended to be setup in each LAN node of the Wide Area
Network. Instances of the Groupware Connector Proxy can be installed or removed after initial setup was
performed.
Following options can be considered to select the best solution
• Minimum required bandwidth between Groupware Connector and Remote Proxy instance is
128kbps.
• Minimum required bandwidth between Groupware Connector Proxy and remove Groupware Server
is 1Mbps. (This is the case for the simplest configuration).
• When using Remote Proxy in comparison to setting up the Proxy to deal with remote Groupware
Servers …
o Network utilization is about 5 times less during CRM  Groupware replication.

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o Performance of Groupware  CRM replication can be up to 100 times faster (depending on


WAN bandwidth) because Remote Proxy will not utilze the network while detecting the
changes.

1.1 Naming Conventions


In this documentation, the following naming conventions apply:

Variables
Variables Description
<SAPSID> SAP system ID in uppercase letters

<sapsid> SAP system ID in lowercase letters

<DBSID> Database system ID in uppercase letters

<dbsid> Database system ID in lowercase letters

<SAPinst_INSTDIR> Installation directory for the SAP installation tool SAPinst

<INSTDIR> Installation directory for the SAP system

<CD-DIR> Directory on which a CD is mounted

<OS> Operating system name within a path

The following examples show how the variables are used:

− Log on as user <sapsid>adm and change to the directory /usr/sap/<SAPSID>.


If your SAP system ID is C11, log on as user c11adm and change to the directory
/usr/sap/C11.
− Change to the directory <CD-DIR>/UNIX/<OS>.
If the CD is mounted on /sapcd1 and your operating system is AIX, change to
/sapcd1/UNIX/AIX_64.

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1.2 New Features


Area Description
General In comparison to 2.0 family of groupware connector, this one includes
performance improvements and internal architecture changes to handle
largely-distributed organizations in WAN environment.

2 Installation – Step by Step


Purpose
You use the tables in the following sections as checklists to navigate through the installation when you install
your SAP system.
All necessary installation phases (planning, preparation, installation, and post-installation) are listed in these
tables.
Use the links to the general descriptions of the actions and to any additional information to help you perform
the actions. This prevents you from missing important information.

Prerequisites
Process Flow
1. You print out the relevant checklist:

- To install MS Exchange Groupware Connector, see table Installing MS Exchange Groupware


Connector [Page 8].
- To install MS Exchange Groupware Connector Proxy, see table 2.2 Installing MS Exchange
Groupware Connector Proxy [Page 9].
- To install Lotus Domino Groupware Connector, see table Installing Lotus Domino Groupware
Connector [Page 10].
- To install Lotus Domino Groupware Connector Proxy, see table Installing Lotus Domino Groupware
Connector Proxy [Page 11].
2. You follow the installation sequence exactly as shown in the tables.
− If a step is required for your installation, you follow the link for that step to the corresponding section.
− You perform the procedure described there.
− After you have successfully completed the installation step, you mark the corresponding entry in the
printed table with ! to log the progress of your installation.
− You proceed with the next step listed in the table.

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2.1 Installing MS Exchange Groupware Connector


Installation Planning
Careful planning is a prerequisite for the successful installation of the system.
! Action
Hardware and Software Requirements
Required Parameters

Installation Preparations
! Action
Gather Parameters of Groupware Adapter
Prepare Administrative Account for MS Exchange Connector
Install Microsoft Outlook
Prepare Public Folder for Storing CRM Contacts

Installation Process
! Action
Follow the steps described in Installing MS Exchange Groupware Connectorchapter

Post-Installation Activities
! Action
Run SelfTest
Start AdminTool to tune the performance options.

2.2 Installing MS Exchange Groupware Connector Proxy


Installation Planning
Careful planning is a prerequisite for the successful installation of the system.
! Action
Hardware and Software Requirements

Installation Preparations
! Action
Install Microsoft Outlook

Installation Process
! Action

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Follow the steps described in Installing MS Exchange Groupware Connector Proxy


chapter

Post-Installation Activities
! Action
None

2.3 Installing Lotus Domino Groupware Connector


Installation Planning
Careful planning is a prerequisite for the successful installation of the system.
! Action
Hardware and Software Requirements
Required Parameters

Installation Preparations
! Action
Gather Parameters of Groupware Adapter
Prepare Administrative Account for Lotus Domino Connector
Prepare Database for Storing CRM Contacts
Set Up the Directory Assistance on the Lotus Domino Server
Prepare for Replication of Private Contacts
Install Lotus Notes Client on the computer for Groupware Connector

Installation Process
! Action
Follow the steps described in Installing Lotus Domino Groupware Connector
chapter

Post-Installation Activities
! Action
Run SelfTest
Start AdminTool to tune the performance options.

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2.4 Installing Lotus Domino Groupware Connector


Proxy
Installation Planning
Careful planning is a prerequisite for the successful installation of the system.
! Action
Hardware and Software Requirements

Installation Preparations
! Action
Install Lotus Notes Client on the computer for Groupware Connector Proxy

Installation Process
! Action
Follow the steps described in Installing Lotus Domino Groupware Connector Proxy
chapter

Post-Installation Activities
! Action
None

3 Installation Planning

Make sure that you read Installation – Step by Step [page 8] before you start installation planning.

3.1 Hardware and Software Requirements


The following table lists the requirements.
The host machine must meet the following requirements:

Hardware Requirements

Component Description
Processor Intel PIII 600 MHz or higher
Minimum RAM 256 MB
Minimum Disk Space 500 MB
Display Mode 640x480x16 or better
Network Configuration Min 128kbps line, LAN is recommended

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Software Requirements for the MS Exchange Connector

Component Description
Operating System Microsoft Windows 2000, Windows XP, Windows 2003
Exchanger Server Exchange Groupware Connector is compatible with following
versions of Exchange Server:
o MS Exchange Server 2003
o MS Exchange Server 2007
Collaboration Data Objects Collaboration Data Objects library is only available with the
(CDO) 1.2.1 following products:
o MS Exchange Server 2007
o MS Exchange Server 2003
o MS Outlook 2007
o MS Outlook 2003

Using Microsoft Outlook 2003 you need to add CDO 1.2.1 as a


custom installation option because it is not part of the general
installation. It is necessary to install MS Outlook as the default
mail client.

For Microsoft Exchange Server 2007 and Outlook 2007, CDO is


not part of standard installation and required to download from
the Microsoft download center.
http://www.microsoft.com/downloads/details.aspx?FamilyID=E1
7E7F31-079A-43A9-BFF2-0A110307611E&displaylang=en
MS SOAP Toolkit 3.0 MS SOAP toolkit can be downloaded from the:
http://www.microsoft.com/downloads/details.aspx?FamilyId=C9
43C0DD-CEEC-4088-9753-86F052EC8450&displaylang=en
MSXML3 Available with IE 5.5 or higher
Internet browser MS Internet Explorer 5.5 SP2 or higher

SAP Groupware Connector must not be installed on groupware server system as the system
will already be overloaded, so we insist on installing Groupware Connector directly on groupware
server system itself.

Software Requirements for the Lotus Domino Connector

Component Description
Operating System Microsoft Windows 2000, Windows XP, Windows 2003
Lotus Domino Server Lotus Domino Groupware Connector is compatible with
following versions of Lotus Domino Server:
o Lotus Domino 6.5.x
o Lotus Domino 7.0.x
Sun JDK or Sun JRE Sun JDK 1.4.2 or higher, or Sun JRE 1.4.2 or higher are
available for download starting from the link below:
http://java.sun.com/j2se/1.4.2/download.html

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Notes.jar You must install one of the following:


• Lotus Notes 6.5 or higher
• Lotus Domino Designer 6.5 or higher
• Lotus Domino Administrator 6.5 or higher

The version of the products listed above should be the same as


the version of the default Lotus Domino Server.

Sun Java Mail API 1.3.1 Available for download starting from:
http://java.sun.com/products/javamail/downloads/index.html.

Extract the downloaded zip file into a directory on the hard disk.
You will have to enter the file location during the installation
process.
Javabeans Activation Available for download starting from the link below:
Framework (JAF) 1.0.2 http://java.sun.com/products/javabeans/glasgow/jaf.html

Extract the downloaded zip file into a directory on the hard disk.
You will have to enter the file location during the installation
process.
Lotus Domino Server The version of the default Lotus Domino Server must be 6.5.x
or higher

3.2 Required Parameters


Before starting the Installation Wizard, you have to know all parameters that have to be entered during the
installation procedure. These parameters are:
• For configuring connection to Groupware Adapter
 URL (HTTP URL of the SOAP listener)
 User Name
 Password
 Client
 Language
• For configuring connection to Lotus Domino Server
 Global Domain Name
 Server Name (Host Name for Lotus Domino)
 Server Port (HTTP Server Port)
 User Name (Short user name of administrative account prepared for Groupware Connector)
 Password (Internet password of that account)
• For configuring connection to Microsoft Exchange Server
 Server Name
 Domain\User Name (Administrative account prepared for Groupware Connector)
 Password
For more details, refer to section Installation Preparations.

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4 Installation Preparations
4.1 Gathering Parameters of Groupware Adapter
This chapter describes how parameters, required for configuration of connection to Groupware Adapter, can
be obtained.
To determine the HTTP URL of the SOAP listener, perform the following steps:
1. Obtain HTTP server Host Name and Port
a. Enter the transaction code SMICM and choose Services.
b. On the Service Display screen, get the Host Name and the Service Name/Port for the HTTP
protocol (see the figure below).

This forms the http://[Host Name]:[Service Name/Port] part of the URL address.
2. Determine the relative path of the SOAP listener:
a. Enter the transaction code SICF.
b. Expand the tree to locate the soap node (usually found in default_host → sap → bc → soap
→rfc).
c. The path below the default_host node forms the rest of the URL address (sap/bc/soap/rfc),
i.e. finally you get http://[Host Name]:[Service Name/Port]/sap/bc/soap/rfc

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3. The User Name, Password, Client and Language of the CRM System should be obtained from
Administrator of the CRM System.

4.2 Preparing Administrative Account for MS Exchange


Connector
Exchange Groupware Connector requires administrative account with following access permissions:
• Read/Write access for all mailboxes intended for replication.
• Read/Write access for Public Folder intended to store Public Contacts.
Administrative account is used as logon information for Groupware Connector’s Windows NT service (see
Log On tab in service properties).

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The installation routine must be performed under the user account, which will be used for
running the SAP CRM Exchange Connector Service. During installation user account should
belong to local Administrators group.
The mailbox alias used in the installation settings is recommended to correspond to the same
user.
To create new account to be used as Exchange Connector’s administrative account, follow the steps below.
Use these steps as checklist if you are going to use already available account:
1. On computer with MS Exchange Server choose Start → Programs → Microsoft Exchange →
Active Directory Users and Computers.
2. Check whether the Groupware administrative account exists.
3. If not, select Users folder and execute Action  New  User from menu.

The options displayed below will be needed later during the installation process.

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4. Start Exchange System Manager. In the left window locate the node that represents your
Exchange server.

Open the nodes following the path: First Organization Name → Administrative Groups →
First Administrative Group → Servers.
5. Select the target server and right-click on it.

6. In the menu, choose Properties and select the Security tab.

7. Add the NT user account that was used as the Exchange Connector administrative account (See
Step 3). Grant at least following permissions:

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• Read Permissions
• Receive As
• Send As.

This is the easiest way to configure access permissions but it will grant access to administrative
account to all mailboxes and all public folders on the given server. Alternativelly one may desire to
setup access permission per individual mailbox or public folder.

To setup individual mailbox permissions:


1. On computer with MS Exchange Server choose Start → Programs → Microsoft Exchange →
Active Directory Users and Computers.
2. Enable Advanced Features in View menu.
3. Open desired user’s properties and go to Exchange Advanced tab. Press Mailbox Rights button
and make sure that Full Mailbox Access right is granted.
or
1. On client computer with MS Outlook, assign Editor-Role client permissions to following mailbox
folders: Calendar, Contacts, Inbox, Outbox, Tasks. This operation needs to be performed for
each individual mailbox intended for synchronization with CRM.

Installation of Exchange Groupware Connector includes custom ExAclSet tool for batch assigning of
Client access permissions in mailbox folders. Refer to Batch-Assigning Access Rights for MS
Exchange Connector chapter in Adminstration Guide for more details.

To setup individual public folder permissions:


1. Start Exchange System Manager and select desired public folder.
2. Open folder Properties and go to Permissions tab, click Client Permissions. Make sure that
Editor role is assigned to Groupware Connector’s administrative account.

4.3 Installing Microsoft Outlook


Installation of Microsoft Outlook is required when MS Exchange Groupware Connector components are
installed on the different computer from MS Exchange Server. This will install required MAPI support
libraries. All required MAPI libraries are already installed with MS Exchange Server.

Microsoft Outlook can be used for configuration diagnostics and troubleshooting purposes. It may be helpful
to have it installed on the computer with MS Exchange Server too.
When installing CDO (Collaboration Data Objects library) with MS Outlook 2000/XP/2003, make sure that:

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• The option Collaboration Data Objects is enabled during the installation:

• The Corporate or Workgroup mode is selected at the startup of MS Outlook. This option can be
reconfigured in already installed Ms Outlook using Tools  Options  Mail Services  Reconfigure Mail
Support

• Make sure you are able to login to Groupware administrative account specified above.

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NOTE: Collabaration data Objects (CDO) are no longer available with Outlook 2007 (Outlook 12).
Kindly download the CDO from the following micrsoft webstie link …
http://www.microsoft.com/downloads/details.aspx?FamilyID=E17E7F31-079A-43A9-BFF2-
0A110307611E&displaylang=en

4.4 Preparing Public Folder for Storing CRM Contacts


This chapter describes how Public Folder for storing Public Contacts can be configured.
Any public folder that conforms to the following requiremens can be used to store Public Contacts:
• The folder is for Contact Items
• Read/Write permissions are granted to Groupware Connector administrative account.
• SMTP address is configured for folder.
Use the following steps to create a new public folder:

You need to have permission to create sub-folders in the existing public folder.
1. Start MS Outlook. (You may need to create a user mail profile for the administrative account. In
this case, refer to the MS Outlook documentation on creating a new user profile.)
2. In the File menu, select New and choose Folder.
3. In the Name box, enter a folder name.
4. In the Folder contains box, select Contact items.
5. In the Select where to place the folder box, select the public folder where you want to include
your new public folder.
6. Start the MS Exchange System Manager.
7. Select the created folder. It can be found under the following node: First Organization Name →
Administrative Groups → First Administrative Group → Folders → Public Folders
8. Choose Action → Properties.
9. Provide SMTP e-mail addresses on the E-Mail addresses property page. This e-mail address
will be used to identify the public folder for Groupware Connector during the installation routine.

Make sure that Hide from Address Book is unchecked on Exchange Advanced property page.
10. Memorize the SMTP address of the public folder. You will need to enter it during the installation
process.
11. To setup valid access permissions to the Groupware Connector administrative account, press
the Client Permissions button on the Permissions property screen. At least Editor role
permissions are required.

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NOTE : If Organisation using Exchange Server 2007 then follow only steps from 1 to 5 and from step 6
onward follows here ...
6. Start MSH (Microsoft Shell) in Exchange Server System.
7. Use the following command to add permission to the public folder created in Step 3,
Get-PublicFolderStatistics -user "xxx" -accessright "editor" -identity "\yyy"
Where, xxx => To the User you wanted to Grant access permissions
yyy => Public folder name created in Step-3 with absolute path like \CRMContact
8. Then use this SMTP e-mail addresses on the E-Mail addresses property page. This e-mail address
will be used to identify the public folder for Groupware Connector during the installation routine.

4.5 Using the Contacts Folder as Address Book in the


MS Outlook
It is possible to use the Exchange Contacts folder as a part of the Address Book in MS Outlook.
For more details, refer to the MS Outlook Help.

Outlook Address Book is the client configuration. You will have to configure the same on every client
computer.
To register public folder in Outlook Address Book

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1. To enable the Service, add an Outlook Address Book to the user profile.
using Outlook 2000
a. In the Tools menu, select Services.
b. On the Services tab, select Add.
c. In the Available information services box, select Outlook Address Book.
d. Press OK twice.
e. Restart Outlook.
using Outlook 2003
a. In the Tools menu, select E-mail accounts
b. Select View or change existing directories and address books, press Next
c. Ensure Outlook Address Book is listed.
d. If not present, click Add and select Addition Address Books. Press Next and select Outlook
Address Book.
e. Restart Outlook.
2. Setup the Contacts folder to be displayed in the Address Book dialog box.
a. (Using Outlook 2000) Select the View menu and then select Folder List, if the Folder List is
not visible.
(Using Outlook 2003) Select the Go menu and then select Folder List, if the Folder List is not
visible.
b. In the Folder List, Right-click on Contacts folder you want to display in the Address Book
dialog box and select Properties, go to the Outlook Address Book tab.
c. Select the Show this folder as an e-mail Address Book check box.
d. Enter the name for the Contacts folder you want to appear in the Show names from the box
in the Address Book dialog box.

A Contact item must have an entry in the E-mail field or the fax phone number field to appear in
the Outlook Address Book.

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4.6 Preparing Administrative Account for Lotus Domino


Connector
Before starting the SAP Groupware Connector Installation Wizard, you need to setup administrative account.
To create new account to be used as Lotus Connector’s administrative account, follow the steps below. Use
these steps as checklist if you are going to use already available account:

You may refer to Domino 5 Administration Help: Server Configuration → Setting up Notes users for more
details on this topic.
1. Start Lotus Domino Administrator and go to People & Groups tab
2. Expand the Public Address Book and right-click on People, select Register person
3. Fill in the user information and then press the Add person button and the Register button.

4. Grant access permission to administrative account in all concerned mailboxes. To do so each


Lotus Notes user needs to add Lotus Connector’s account into Acess Control List of his
database.
a. Start Lotus Notes client
b. Right-click on the database and select Database  Access Control …,

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c. In the Access drop-down list, select at least Editor access level. Make sure that the Delete
documents checkbox is selected.

In Lotus Domino 6 it is possible for Administrator to grant access permissions for multiple
databases at the time. For more details see following section in Lotus Domino Administrator 6
Help  Security  The database access control list  Editing entries in multiple ACLs.

This operation requires following access priveledges: Full access administrators, Administrator,
Database administrator. For more details see Lotus Domino Administrator 6 Help  Server
access for Notes users, Internet users, and Domino servers  Customizing access to a Domino
server  Restricting administrator access

Installation of Lotus Domin Groupware Connector includes custom ACLRighs tool for batch assigning of
database access permissions. Refer to Batch-Assigning Access Rights for Lotus Domino Connector chapter
in Adminstration Guide for more details.

4.7 Preparing Database for Storing CRM Contacts


Lotus Groupware Connector replicates public contacts into dedicated database. You need to fulfill the
following steps:
1. Create the database using Personal Address Book template.
2. Register it in Public Address Book

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3. Get SMTP address of the database to be used when configuring target for Public Contacts
during setup routine.
To create new database
1. Start Lotus Domino Administrator
2. Select menu File  Database  New …
3. Provide nessesary information in pop-up dialog

It is recommended to use file names that are not longer than the 8.3 convention. The use of long
file names is possible if long file names are supported by the operating system the Lotus Domino
server works on.

Make sure that the Inherit future design changes option is not selected.

4. Grant access permission to the database to Lotus Connectors’ administrative account.


a. Go to Files tab
b. Right-click on the newly created database and select Access Control → Manage as
displayed below:

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c. Add the Lotus Connector’s administrative account to the Access Control List, select the
Person as the User type and Designer as the Access authorization. Make sure the Delete
documents option is checked.
d. Assign the Reader access for the Default user and all other users of type Person displayed
in the Access Control List. Check that Read public documents is the only option enabled for
the users.

e.

The Lotus Groupware Connector must have rights to add, change and delete contacts in the
contacts database. The Connector must have the permission to change some elements of
design, such as the prefix and the suffix of the contact name. Designer’s rights permit to
perform these actions.

To register the database in Public Address Book


1. Start Lotus Domino Administrator

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2. Go to People & Groups tab, expand Address Book and select Mail-In database & Resources.

3. Click on Add Mail-In Database on the right pane


a. On the Basics tab provide Mail-In name

b. On the Database Information tab provide domain, server, and filename information.

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To obtain the SMTP address of the database one needs to get name and domain to form string like the one
shown below <name>@<domain>

SMTP address can be explicitly specified in Internet Addess field of Mail-In database. Steps below are not
required in that case.
1. Name part is the value provided in Mail-in field during registering the database in Public Address
Book
2. To obtain Internet Domain part
a. Select the Configuration tab, expand the Messaging group, select Domains and expand
Global Domain on the right and then select your domain.

b. Open the Global Domain document and go to Conversions tab. The Internet domain to be
used is provided in local primary Internet domain field.

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4.7 Setting Up the Directory Assistance on the Lotus


Domino Server
The Directory Assistance is a feature that enables users and servers to locate information in a directory that
is not a server's primary Lotus Domino Directory. You can setup the Directory Assistance for secondary
Lotus Domino directories, for example, for the database that stores Public Contacts.
You have to create a database to setup the Directory Assistance database for a Lotus Notes domain. On
each server in the domain that will use the database for Directory Assistance a replica of the database is to
be created.
To setup Directory Assistance in a Lotus Notes domain, you have to carry out the following procedures:

• Create the Directory Assistance database


• Setup servers to use Directory Assistance
• Create a Directory Assistance document for a secondary Lotus Domino Directory

To create the Directory Assistance database


1. In the Lotus Domino Administrator, choose File → Database → New.
2. Enter the name of a server on which to create the database.
3. Enter a title for the database, for example Directory Assistance. You may enter any title.
4. Enter a file name for the database, for example DA.NSF. You may enter any file name.
5. Select Template Server and a server that stores the Directory Assistance template (DA50.NTF),
then select the template.
6. Make sure that an Inherit future design change is selected and press OK.
7. Create a replica of the Directory Assistance database on each server that will use it. Use the
same file name and path for each replica to easily setup multiple servers to use the directory
assistance.

To setup one server to use Directory Assistance


1. In the Lotus Domino Administrator, select the Configuration tab.
2. In the Use Directory on field, choose the server where you want to modify the Lotus Domino
Directory.

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3. Select a specific server document and press Edit Server.


4. On the Basics tab in the Directory Assistance database name field, enter the file name you
defined for the replica of the Directory Assistance database on this server, for example, enter
DA.NSF.
5. If the Directory Assistance database is in a sub-directory, provide the path relative to the data
directory, for example, DIRECTORIES\DA.NSF.
6. Press Save and Close.

To setup multiple servers to use Directory Assistance


1. In the Lotus Domino Administrator select the Configuration tab.
2. In the Use Directory on field choose the server where you want to modify the Lotus Domino
Directory.
3. Choose Server → All Server Documents.
4. Select the Server documents for servers that use the same file name for the replica of the
Directory Assistance database. A checkmark appears next to each document.
5. Choose Actions → Set Directory Assistance Information.
6. Enter the file name you defined for the Directory Assistance database on these servers, for
example DA.NSF.
7. If the Directory Assistance database is in a sub-directory, provide the path relative to the data
directory, for example DIRECTORIES\DA.NSF.
8. Press OK.
9. Repeat Steps 5 to 8 for each set of servers that uses the same file name and path for the replica
of the Directory Assistance database.

To create a Directory Assistance document for a secondary Lotus Domino Directory


1. In the server window on the left pane of the Lotus Domino Administrator, select a server that
stores the Directory Assistance database.
2. If you do not see the server window, press servers icon.
3. Select the Configuration tab.
4. Expand Directory → Directory Assistance.
5. Select Add directory assistance.
6. On the Basics tab, enter the following fields:
Field Enter
Domain Type Choose Notes.
Domain Name The name of the Notes domain associated with the secondary directory.
The domain name must be different from the primary Notes domain and
from all other domain names configured in Directory Assistance.
If the secondary directory is not associated with the Notes domain, enter a
domain name; do not specify the primary Notes domain (for example,
Public Address Book).
Company Name The name of the Company associated with this directory. Multiple
directory assistance documents can use the same Company name (for
example, Public).
Search Order A number representing the order in which this directory is searched,
relative to other directories in the Directory Assistance database.

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Field Enter
Enabled Choose Yes to enable Directory Assistance for this directory.
7. Select the Rules tab to enter the following fields:
Field Enter
Rule # One or more rules that describe the names in the directory. By default, the
first rule contains all asterisks, indicating all names in the directory (for
example, All).
Enabled Choose:
No – to disable a specific rule
Yes – to enable a specific rule
By default, the first rule is enabled.
Trusted for Choose:
Credentials
Yes – to allow Lotus Domino to use this directory to authenticate Web
clients with names that correspond to the rule.
No (default) – to prevent Lotus Domino from using this directory to
authenticate Web clients with names that correspond to the rule.

8. To specify (up to five) replicas of the secondary directory to use for Directory Assistance, press
the Replicas tab and enter the following fields.

If you authenticate web clients registered in the secondary directory and you also include the
directory in the directory catalog on the Replicas tab, specify the replica of the secondary Lotus
Domino directory you used to build the source directory catalog.
Do not specify a replica of the directory catalog in this field.
Field Enter
Database links Open the replica of the secondary directory and choose Edit → Copy As
Link → Database Link.
Select the Database links field and choose Edit → Paste.
Use database links only on Lotus Domino Release 5 servers. Using
database links may delay server startup because when you restart a
server that uses Directory Assistance, server tasks need to retrieve
database information from the remote servers the links refer to. Use
database links only if the servers the links refer to are consistently
available.
Replica # The server name and file name of each replica of the secondary directory,
for example:
Server name: Mail1/SAP
Directory file name: PUBLICNAMES.NSF
Next to each replica selected Enabled.

If you specify a replica in the Database links field and in the Replica field, the Replica field takes
precedence.
9. Press Save and Close. Restart the server.

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4.8 Preparing for Replication of Private Contacts


To support replication of private contacts Groupware Connector requires a replica of Personal Address Book
on Lotus server. File name of the replica database should follow the next approaches:
1. Use naming convention – postfix is appended to base filename as provided in the Mail file field
on Mail tab of the user’s properties in Public Address Book. Default value for postfix is ‘_ab’.
Postfix expected by Groupware Connector can be reconfigured using Groupware Connectors
AdminTool.
This approach is the default one.
2. Provide filename of the user’s Private Address Book in config file as exclusion to the first rule.
To setup replication of users Private Address Book onto the server
1. In Lotus Notes the client should Right-Click on the Private Address Book database and select
Replication  New Replica …
2. Select the target server and give filename using one of the approaches described above. In case
exclusion approach is selected, next sample lines will have to be added into private-contact-
map.xml file if the Groupware Connector after the setup is complete.

Make sure you have rights to create replica databases on a server. You can check it by using
Domino Administrator. Select the server you need and then select Configuration Tab → Server
→ Current Server Document  Security Tab  Server Access  Create Replica Databases.
Please contact Administrator to perform this step if you do not have that permission.
3. Grant access permission to Lotus Connectors’ administrative account on replica database. Refer
to the same point of Preparing Database for Storing CRM Contacts
4. Setup replication schedule in Lotus Notes client. See Notes 5 Help for details; section Notes
Away from the Office  The Notes Replicator.
5. Repeat steps 1 and 2 for all necessary Private Address Book databases.
To provide exlusion list with location of replica databases of user’s Private Address Book
1. Finish the installation of Lotus Groupware Connector.
2. Create private-contact-map.xml in the Lotus Connector’s installation folder using Notepad or any
other text editor.
3. Provide list of exlusions using the sample below

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<message xmlns="http://schema.sap.com/groupware">
<userlist method="read">
<user smtp_address="test1@epam.com">
<private-contact-map>
<server>epmsd007/mn/ep</server>
<file>mail/test01_ab</file>
</private-contact-map>
</user>
</userlist>
</message>

4.9 Installing Lotus Notes Client


Lotus Domino Groupware Connector uses API provided by Lotus Notes Client to access Lotus Domino
Server. When installing Lotus Notes client make sure that it uses the Connectors Administrative Account.

5 Installation Process
5.1 Installing MS Exchange Groupware Connector
Use
This procedure explains how to install the MS Exchange Groupware Connector on Windows 2000/XP/2003
platform.

Procedure
1. Log on to your host using prepared Groupware Connector’s administrative account.
2. Launch setup.exe
3. Click Next on the Welcome screen.
4. Read the text on the Installation Prerequisites screen and check if your computer meets all the software
and hardware requirements. If yes, press Next.
5. Select the type of SAP Groupware Connector you want to install. Check if you want to install instance of
Default Groupware Connector Proxy. Then press Next, wait while setup routine detects required
software.

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6. Select the folder where the setup program will install the SAP Groupware Connector. The default folder
is: C:\Program Files\SAP\SAP Groupware Connector\<ServerType>.
o To select a different folder, choose Browse.
o Press Next

7. Provide the Groupware Adapter parameters. Refer to chapter Gathering Parameters of Groupware
Adapter for more details.
Press Next.

8. Provide Exchange Server connectivity options. NT Domain, NT User Name and Password parameters
will be used as LogOn information for Groupware Connector’s service. Groupware Connector will access
Exchange store using given account. Default reciepent SMTP Mail-id is optional. Properties of the
currently logged on users are provided by default. Press Next.

In case of parameters validation failure, more information can be obtained from the log files located in
%SystemRoot%\Temp\GWC_Installation_Logs.

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9. Specify global Exchange to CRM synchronization options, then press Next.

These options are typically used to prevent replication of very old calendar items. One may use the
same to limit replication of contacts too

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10. Review your settings on summary window and press Next to start copying files.

11. The installation is complete. Press Finish to exit the Wizard.

5.2 Installing MS Exchange Groupware Connector Proxy


Use
This procedure tells you how to install the separate MS Exchange Groupware Connector Proxy component
on Windows 2000/XP/2003 platform.

Procedure
1. Log on to your host using prepared Groupware Connector’s administrative account.
2. Launch setup.exe
3. Click Next on the Welcome screen.
4. Read the text on the Installation Prerequisites screen and check if your computer meets all the software
and hardware requirements. If yes, press Next.

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5. Select ‘Exchange’ as Groupware Type. Select ‘Proxy’ in Component combo. Then press Next, wait while
setup routine detects required software.

6. Provide NT account to run Exchange Groupware Connecotor Proxy’s service. Proxy will access
Exchange store using given account. Properties of the currently logged on users are provided by default.
Press Next.

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7. Review your settings on summary window and press Next to start copying files.

8. Press Finish to exit the Wizard.

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9. On the computer with installed Groupware Connector launch Admin Tool and register newly installed
Proxy instance. To do so
a. Goto Proxies  General page and click Add New Proxy button on toolbar

b. In the popup dialog provide provide required values and press OK. Press Apply button in main
window to save changes to configuration file.

c. It is strongly recommended to set one Proxy instance as Default. This will ensure the messages
will be processed in case no explicit mapping configured for some target Exchange server.
10. The installtion and registration of new Proxy instance is complete.

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5.3 Installing Lotus Domino Groupware Connector


Use
This procedure tells you how to install the Lotus Domino Groupware Connector on Windows 2000/XP/2003
platform.

Procedure
1. Log on to your host using prepared Groupware Connector's administrative account.
2. Launch setup.exe
3. Click Next on the Welcome screen.
4. Read the text on the Installation Prerequisites screen and check if your computer meets all the software
and hardware requirements. If yes, press Next.
5. Select the type of SAP Groupware Connector you want to install. Check if you want to install instance of
Default Groupware Connector Proxy. Then press Next, wait while setup routine detects required
software.

6. Select the folder where the setup program will install the SAP Groupware Connector. The default folder
is: C:\Program Files\SAP\SAP Groupware Connector\Lotus\1
o To select a different folder, choose Browse.
o Press Next

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7. Select the folder containaing the NOTES.jar file. The default folder is: C:\Lotus\Notes
o To select a different folder, choose Browse.
o Press Next

8. Select the path where the Sun Java Mail API is installed.
o To select a different folder, choose Browse.
o Press Next

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9. Select the path where the Javabeans Activation Framework is installed.


o To select a different folder, choose Browse.
o Press Next

10. Provide the Groupware Adapter parameters. Refer to chapter Gathering Parameters of Groupware
Adapter for more details.
Press Next.

11. Enter you Lotus Domino Server parameters. Press Next.

See topic Mail  Setting up SMTP routing  Prepare your system for sending messages to the
Internet  Global domain document in Domino Administrator Help for details

In case of parameters validation failure, more information can be obtained from the log files located
in %SystemRoot%\Temp\GWC_Installation_Logs.

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12. Specify global Lotus to CRM synchronization options, then press Next.

These options are typically used to prevent replication of very old calendar items. One may use the
same to limit replication of contacts too

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13. Review your settings on summary window and press Next to start copying the files.

14. The installation is complete. Press Finish to exit the Wizard.

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5.4 Installing Lotus Domino Groupware Connector


Proxy
Use
This procedure tells you how to install the separate Lotus Domino Groupware Connector Proxy component
on Windows 2000/XP/2003 platform.

Procedure
1. Log on to your host using prepared Groupware Connector’s administrative account.
2. Launch setup.exe
3. Click Next on the Welcome screen.
4. Read the text on the Installation Prerequisites screen and check if your computer meets all the software
and hardware requirements. If yes, press Next.
5. Select ‘Exchange’ as Groupware Type. Select ‘Proxy’ in Component combo. Then press Next, wait while
setup routine detects required software.

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6. Select the folder where the setup program will install the SAP Groupware Proxy. The default folder is:
C:\Program Files\SAP\SAP Groupware Connector\Lotus\1
o To select a different folder, choose Browse.
o Press Next

7. Select the folder containaing the NOTES.jar file. The default folder is: C:\Lotus\Notes
o To select a different folder, choose Browse.
o Press Next

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8. Select the path where the Sun Java Mail API is installed.
o To select a different folder, choose Browse.
o Press Next

9. Select the path where the Javabeans Activation Framework is installed.


o To select a different folder, choose Browse.
o Press Next

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10. Review your settings on summary window and press Next to start copying files.

11. Press Finish to exit the Wizard.

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12. On the computer with installed Groupware Connector launch Admin Tool and register newly installed
Proxy instance. To do so
a. Goto Proxies  General page and click Add New Proxy button on toolbar

b. In the popup dialog provide provide required values and press OK. Press Apply button in main
window to save changes to configuration file.

c. It is strongly recommended to set one Proxy instance as Default. This will ensure the messages
will be processed in case no explicit mapping configured for some target Lotus Domino server.
13. The installtion and registration of new Proxy instance is complete.

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6 Post Installation
6.1 Running SelfTest
It is recommended to run SelfTest.cmd, located in Groupware Connector’s installation folder, after installation
is complete. This will launch the connector in self-test mode. Connector will check the configuration by trying
to connect to CRM Adapter, Groupware Server and so on.

Stop the Groupware Connector service before starting the self test because they use same Groupware
Adapter resources and slef-test may fail.
Result of the execution will be available on Console and in log files. No ERROR messages should be logged.
The last message in the output should be “Self Test Succeeded” in case of success and “Self Test
Failed” in case of failure.

6.2 Tuning the Performance


Launch Admin Tool to tune the performance options of Groupware Connector. Refer to Administration Guide
for more details.

7 Additional Information
7.1 Installation Troubleshooting
7.1.1 MS Exchange Connector
Alert Window Problem and Solution
Cause:
The user, who is currently logged in, does not have
administrator privileges on the current computer.
Solution:
Review the Required Parameters section and set
appropriate privileges for the user.
Cause:
The MS SOAP Toolkit Version 3 is not installed on the
target machine.
Solution:
You have to install the MS SOAP Toolkit from below
path and restart the Installation Wizard …
http://www.microsoft.com/downloads/details.aspx?Fa
milyId=C943C0DD-CEEC-4088-9753-
86F052EC8450&displaylang=en

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Cause:
o Either Server Name or Mailbox Alias is invalid
when providing Exchange Server parameters.
o Requred MS CDO library is not installed.
Solution:
A detailed error description is available in the file:
C:\Temp\Logs\ExchangeGWConnector.log
Correct your settings or check the documentation to
tune the MS Exchange Server properly for work with
CDO.

Cause:
The given user name and/or the password are not
valid.
Solution:
Correct the user_name and/or the password.

7.1.2 Lotus Domino Connector


Alert Window Problem and Solution
Cause:
The Installation Wizard has detected that no Java
Runtime Environment is installed. The installation is
cancelled.
Solution:
You have to install JRE 1.4.2 or higher and restart the
Installation Wizard.
Cause:
The user currently logged in, does not have
administrator privileges on the current computer.
Solution:
Review the Required Parameters section and set
appropriate privileges for the user.
Cause:
NSCO.jar is not found. The Installation Wizard stops.
Solution:
Check the documentation to determine the possible
location of this file. If the required programs are not
installed, you have to close the installation, install the
required software and restart the Installation Wizard.

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Cause:
Soap.jar is not found. The Installation Wizard stops.
Solution:
Check the folder where the Apache SOAP is installed.
If it is not installed, you have to close the installation,
install the required software and restart the Installation
Wizard.
Cause:
Mail.jar is not found. The Installation Wizard stops.
Solution:
Check the folder where the Sun Java Mail API 1.2 is
installed. If it is not installed, close the installation,
install the required software and restart the Installation
Wizard.
Cause:
Activation.jar is not found. The Installation Wizard
stops.
Solution:
Check the folder where the JavaBeans Activation
Framework is installed. If it is not installed, close the
installation, install the required software and restart
the Installation Wizard.
Cause:
Current Lotus Client password is not valid.
Resolution:
Enter a valid password.

Cause:
The Path to the Notes home directory was not found.
Resolution:
Check your environment.

7.2 Upgrading from 2.0 Release


The 2.1 family of Groupware Connector have much difference in architecture from 2.0 family. To provide the
most sufficient way of upgrading from 2.0 release the procedure is organized in following way:
1. Setup an instance of 2.1 release of connector. The installation routine will check the presence of
2.0 release on the same computer and will import configuration options and run-time data from
previous installation. 2.0 connector will be stopped and disabled once the installation succeeded.

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2. Verify success of the installation of 2.1 release.


3. Uninstall 2.0 release if verification is successful. Uninstall 2.1 release and enable NT services of
2.0 release otherwise.

7.3 Upgrading from 2.1 Release


To upgrade the 2.1 release of Groupware Connector component to new version
1. Launch the installation routine.
2. Select the option “Repair/Upgrade all installed components” and press Next.
3. Click Yes on the query for keeping configuration files if you need only rewriting of binary files.
Click No to regenerate the configuration files by the values provided during the first installation.
4. Press Next to perform the upgrade procedure.
5. Press Finish to exit the installation.

7.4 Uninstalling the Groupware Connector


From Windows Start menu open Settings  Control Panel  Add/Remove Programs. Select SAP
Groupware Connector component and press Change/Remove to uninstall or modify installation.

7.5 Installing Multiple Instances of Connector


For reusing same hardware when testing in different landscapes option to install multiple instances of
Groupware Connector on one box is available. This will allow connecting different CRM systems to different
Groupware using same hardware.
To setup additional instance of connector component launch following command line from setup folder
Setup.exe /Instance=N
where N gives the id of the instance in range 1 to 4.

Setting multiple instances of Groupware Connector components intended only for testing purposes and not
supported in Production environment.

Components of Groupware Connector will talk only to the components having the same instance ID. E.g.:
Groupware Connector installed with instance ID equal to 3 will connect only to Proxy instances installed with
instance ID equal to 3.

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