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
- SAP Service 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