Before continuing verify these:
- The Interaction Center WebClient user has the CRM_UI_PROFILE parameter ID with IC_AGENT as the Parameter Value
- The duplicate option is activated in SPRO under ICWC (SPRO > CRM > ICWC > Define Account Identification Profiles)
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On the Spectrum Technology Platform server,
install the databases required to perform address validation, geocoding, and
tax jurisdiction assignment and define database resources for each
database.
You must give the database resources the following names.
Database Required Name for Database Resource Enterprise Geocoding - Canada Database IGEO_CAN Enterprise Geocoding - U.S. Database EGM_US Enterprise Tax Database ETM Universal Addressing - Canada Database Canada Universal Addressing - Loqate Database Loqate Universal Addressing - U.S. Database UAM_US -
When you install the SAP module, several dataflow
files are automatically installed. Other dataflow files must be manually
copied into Spectrum Technology Platform.
- If you are adding Enterprise Tax or Universal Addressing to an existing installation, open Spectrum Technology Platform Enterprise Designer, select View > Server Explorer, and delete this dataflow: SAPValidateAddressWithCandidates.
- Go to: SpectrumDirectory\server\modules\dataflows\sap.
-
Review the following table then copy the applicable dataflow files
to:
SpectrumDirectory\server\import
If you are installing this set of modules Copy these dataflow files to the import folder Universal Addressing SAPValidateAddressWithCandidates.df SAPValidateAddressWithCandidates.UAM.df Enterprise Geocoding SAPValidateAddressWithCandidates.EGM.df
Enterprise Geocoding
Universal AddressingSAPValidateAddressWithCandidates.UAM_EGM.df
Enterprise Tax
Universal AddressingSAPAssignGeoTAXInfo.df
SAPBatchAssignGeoTAXInfo.df
SAPValidateAddressAndAssignGeoTAXInfo.df
SAPValidateAddressWithCandidates.UAM_ETM.df
Enterprise Geocoding
Enterprise Tax
Universal AddressingSAPValidateAddressWithCandidates.UAM_ETM_EGM.df
Universal Addressing without Loqate
SAPValidateAddressWithCandidate_UAM.df
Universal Addressing without Loqate
Enterprise TaxSAPAssignGeoTAXInfo.df
SAPBatchAssignGeoTAXInfo.df
SAPValidateAddressAndAssignGeoTAXInfo.df
SAPValidateAddressWithCandidates.UAM_ETM.df
Universal Addressing with Loqate
ValidateAddressWithCandidates_UAM_Loqate.df
Universal Addressing with Loqate
Enterprise GeocodingValidateAddressWithCandidates_UAM_Loqate_EGM.df
Universal Addressing with Loqate
Enterprise TaxValidateAddressWithCandidates_UAM_Loqate_ETM.df
Universal Addressing with Loqate
Enterprise Geocoding
Enterprise TaxValidateAddressWithCandidates_UAM_Loqate_EGM_ETM.df
Universal Addressing, Loqate only
ValidateAddressWithCandidates_Loqate.df
Universal Addressing, Loqate only
Enterprise GeocodingValidateAddressWithCandidates_Loqate_EGM.df
Enterprise Geocoding
GeocodeUSAddressWithCandidates.df
ValidateAddressWithCandidates_EGM.dfEnterprise Tax
ValidateAssignGeoTAXInfo.df
ValidateAddressWithCandidates_ETM.df
SAPBatchAssignGeoTAXInfo.df
Note: If errors occur in Management Console or Enterprise Designer, delete the contents of WindowsTemporaryDirectory\g1Assemblies, where WindowsTemporaryDirectory is one of these: %TMP%, %TEMP%, %USERPROFILE%, or the Windows directory. Typically, C:\Documents and Settings\USERNAME\Local Settings\Temp\g1Assemblies. After deleting the contents of this folder, log in again.
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Import .SAR files.
A .SAR file is a file that contains a third-party add-on package for SAP, such as Spectrum Technology Platform SAP. The .SAR file is located on the Spectrum Technology Platform installer in the SAP Objects folder. For information about importing .SAR files into SAP applications, see your SAP Basis administrator.
-
Activate BC sets for CRM installation where ICWC is required (IC Web Client)
- You have already assigned CRM_UI_Profile parameter
to the user with appropriate roles and authorization.
- Log on to the client where the settings for Spectrum Technology Platform SAP is to be configured.
- Enter the transaction code SCPR20. This activates BC sets and places the default entries on the Spectrum Technology Platform customizing tables.
- In the BC Set field, enter keyword *hsgrp1* and find all the BC Sets in this namespace.
- Activate it with the options Overwrite All Data
and Default Mode.
- Select and activate the BC sets with the activation options set to Overwrite
All Data and Expert
ModeNote: Activate these BC sets in the order listed.
- /HSGRP1/BCSET_BC_BAS_DES
- /HSGRP1/BCSET_BC_BAS_GTX
- /HSGRP1/BCSET_BC_BAS_PV
- /HSGRP1/FUZZY_SEARCH_INPUT_PARAM
- /HSGRP1/ICWC_SCRN_CFG
- /HSGRP1/ICWC_SETTINGS
- /HSGRP1/MERGE_SETTINGS
- /HSGRP1/ONP_PO_CRM
- /HSGRP1/SPOD_CONFIG
- /HSGRP1/SPOD_IN_TABLE
- /HSGRP1/SPOD_OPT_TABLE
- /HSGRP1/SPOD_OUT_TABLE
- /HSGRP1/SPOD_PO_CRM
- /HSGRP1/SPOD_SSE_ENTRY
Note: Ignore any activation error or warnings with BC Set: /HSGRP1/ICWC_SCRN_CFG
-
Set up the RFC destination for Spectrum OnPremise
- Enter transaction code SM59.
- Click Create.
- In the RFC Destination field, enter a name of your choice.
- In the Connection Type field, enter G (HTTP connection to external server).
- In the Description 1 field, enter a meaningful description.
- Press the Enter key.
- Click the Technical Settings tab.
- In the Target Host field, enter the computer name or IP Address of the Spectrum Technology Platform server.
- In the Service No field enter 8080.
- Click the Special Options tab.
-
Select No Timeout.
Note: These steps are not valid for Spectrum OnDemand as it is not supported for ICWC.
-
Use these steps to import the upload the ICWC configuration file
(CQ7_All_Screen_Configurations.cfg). The file resides on
the Spectrum Technology Platform installer at this location: SAP
Objects\SAP CRM 7.0\data\inst_cs7.
- On the initial screen, go to Tcode 'SE38' and enter '/HSGRP1/IMPORT_SCRN_CFG'
- Click Execute.
- Locate the CQ7_All_Screen_Configurations.cfg file and select it.
- Grant access as shown in the image below.
- Go to tcode SE16.
- Enter Table Name as BSPC_DL_XMLSTRX2.
- Click Table Content icon.
- Click the Execute icon.
- Check these entries:Note: Ignore errors or warning messages related to missing users, as shown in the image below.
-
Set up the Spectrum Technology Platform
Logging Object
- Enter transaction code SLG0.
- Click New Entries.
- In the Object column, enter /HSGRP1/DQC.
- In the Object text column, enter DQC Logging.
- Save the change.
-
Enable the Precisely IC WebClient Enhancement Set.
- Enter the transaction code SM30.
- In the Table/View field, enter BSPWDV_EHSET_ASG.
- Click Maintain.
- Click New Entries.
- In the Client field, enter the client number where the enhancement set will take effect.
- In the Enhancement Set field, enter /HSGRP1/ENHANCEMENT_SET.
-
Add the IC WebClient Configurations.
- Enter the transaction code BSP_WD_CMPWB.
- In the Component field, enter ICCMP_BP_DETAIL.
- Click the check icon.
- In the Enhancement Set field, enter /HSGRP1/ENHANCEMENT_SET.
- Click Display.
-
Expand the Views folder and select
/HSGRP1/BUPA_CMP_VIEW/BuPaDetailSelectDuplCustomer.
- Click the Configuration tab.
-
On the edit screen select Full Name, Telephone, Street, City and
Country context then click the right arrow button and arrange them in
this order:
- Full Name
- Telephone
- Street
- City
- Country
- Save the configuration.
- If you will be using French address validation, you must install the Data Normalization table cdq-TableLookup-SAP.tba on the Spectrum Technology Platform server. For more information, see the Spectrum Technology Platform Installation Guide.