Symptom
How to perform the initial configuration of the groupware integration to access the Add-In in Outlook.
"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."
Environment
SAP Sales Cloud V2
Resolution
1. Make sure that all the permission are granted correctly:
- Add the business service groupwareSsiService to the business role to activate groupware integration workcenter.
- Enable the application sap.crm.groupwaressiservice.uiapp.groupwareSsiAdmin to enable administrators to access the Groupware Settings.
- Enable the application sap.crm.groupwaressiservice.uiapp.groupwareSsi to enable access to the Groupware User Settings.
2. Go to the Settings > All Settings and look for “Groupware”
3. Navigate to the “Provisioning” Tab, to provisioning the user.
- Select the desired user
- Click on Provisioning
4. After provisioning, you need to go the “Users” tab, to install the add-in and enable the synchronization.
- In the User tab, select the desired user and click in the tree dots option. Then Select “Install SAP Add-In”
5. To Enable the sync, first, keep in mind that is essential that the email configure in the user settings, is the same that has access to the outlook.
- Select the User
- Click "Start" to initiate the synchronization. Guarantee that the email is the same used in Outlook.
* It’s possible to create multiple profiles to assign to different users, so not all the users need to have the same add-in configuration.
** The user can have a personalize setting if need.
6. After synchronizing, go to the Outlook application and it will be possible to open the Add-In.
See Also
Help Portal: Solution Guide for SAP Sales Cloud Version 2
Keywords
Outlook, Server Side, Add-In, Configuration, Groupware, Set Up, Provisioning, Sync , KBA , CEC-CRM-GW , Groupware for SAP Sales/Service Cloud , How To
SAP Knowledge Base Article - Public