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SAP Hybris Marketing 1.2 (1511)

January 2016

English

Initial Setup of Hybris Marketing (CED)

SAP SEDietmar-Hopp-Allee 1669190 WalldorfGermany

Building Block Configuration Guide

SAP Best Practices Initial Setup of Hybris Marketing (CED): Configuration Guide

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<Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries.

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Content1 Purpose............................................................................................................................. 52 Preparation........................................................................................................................ 5

2.1 Prerequisites............................................................................................................52.2 Users and Authorizations.........................................................................................5

3 Configuration.....................................................................................................................63.1 Technical Configuration of SAP Hybris Marketing...................................................6

3.1.1 Executing Initial Setup with Technical Configuration Wizard.............................123.1.2 Executing Initial Setup with Task List................................................................133.1.3 Integrating SAP ERP Data via SAP LT (Optional).............................................153.1.4 Extraction of Interactions Contact Data from SAP ERP (Optional)....................173.1.5 Integrating SAP CRM Data (Optional)...............................................................183.1.6 Extraction of Interactions Contact Data from SAP CRM (Optional)...................213.1.7 Allow for Complete Table Replication (Optional)...............................................223.1.8 Delta Load of Interaction Contact Data (Optional).............................................23

3.2 Activation of SAP NetWeaver BI Content..............................................................253.2.1 Checking Generation of Easy Queries..............................................................27

3.3 Generating URL to Access the Application User Interface....................................273.4 Implementing Settings Relevant for Deployment Scenario C................................283.5 Completing SAP Notes Implementation.................................................................28

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Initial Setup of Hybris Marketing

1 PurposeThis building block provides the necessary steps to carry out the initial setup of SAP Hybris Marketing. After the initial setup has been executed successfully, the SAP Hybris Marketing frontend application is available. Important: You must have implemented all prerequisite steps as described in the Prerequisites chapter before executing the initial setup of SAP Hybris Marketing.

2 Preparation2.1 PrerequisitesBefore executing the configuration instructions described below, the following activities must have been performed: 1. You have identified the relevant deployment scenario (refer to the SAP Hybris Marketing

installation guide, chapter Deployment Scenarios: http://help.sap.com/mkt ® Installation and Upgrade Information ® Installation Guide).

2. The appropriate system landscape is installed and configured. For details regarding the software components and support package levels used to build the rapid-deployment solution, refer to the Software and Delivery Requirements document that you find at http://service.sap.com/rds-ymkt ® scroll down to Check Requirements; for details regarding the installation itself refer to the SAP Hybris Marketing installation guide (up to chapter 5 including all subchapters).

If in your system there is one client set up for SAP Hybris Marketing and one client for SAP Business Warehouse (BW), make sure that the BW-related settings have been implemented as described in the Basic Settings for Hybris Marketing (CEB) building block.

3. IMPORTANT: You have implemented the prerequisite building block Basic Settings for Hybris Marketing (CEB) including all prerequisites listed in this building block.

4. If you want to replicate SAP ERP or SAP CRM data via SAP Landscape Transformation Replication Server, you must have implemented the SAP Landscape Transformation Replication Server Settings (CET) building block.

5. All SAP Notes as listed in the SAP Hybris Marketing release information note (1885803 or 1933146, depending on your Software version level) in the Notes to be installed before executing Chapter 6/Installation Guide or after you have executed all steps in Chapter 2/Upgrade Guide section have been implemented.

2.2 Users and AuthorizationsRefer to the Basic Settings for Hybris Marketing (CEB) building block that describes in detail which users are relevant for basic setup. The same users described there are also relevant for the initial setup of SAP Hybris Marketing.

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https://css.wdf.sap.corp/sap/support/notes/1933146

https://service.sap.com/sap/support/notes/1885803

http://service.sap.com/rds-ymkt

http://help.sap.com/mkt


3 Configuration3.1 Technical Configuration of SAP Hybris Marketing

Before proceeding with the following implementation steps, make sure that all settings of the Preparation chapter (chapter 2) have been implemented.

The initial setup of SAP Hybris Marketing should be carried out by executing the technical configuration wizard that guides you through the initial setup steps. As an alternative to the wizard, you can carry out the initial setup by executing the CUAN_INITIAL_SETUP task list in transaction STC01. Both options, technical configuration wizard and initial setup task list, are described below. Choose your preferred option and execute the initial setup based on that option. During the initial setup, diverse setup activities are executed automatically in the background. For example, predelivered SAP HANA and Business Warehouse content are activated automatically. You can display all tasks that are automatically executed during initial setup in transaction STC01 ® enter task list CUAN_INITIAL_SETUP ® choose Generate Task List Run (F8). On the Maintain Task List Run CUAN_INITIAL_SETUP_nnnnnnnnnnnnnn screen you see all tasks that can be executed automatically during the initial setup. You can display the documentation per task by choosing the Show Task Documentation option in the Help column. The parameters you maintain for the initial setup decide which of the tasks are actually executed in your system.Depending on your chosen deployment scenario (refer to the SAP Hybris Marketing installation guide at http://help.sap.com/mkt ® Installation and Upgrade Information ® Installation Guide), different parameters must be set for the initial setup execution. In the Parameters for Initial Setup chapter below you find details about the generic parameters and those specific to the deployment scenario you have chosen. Enter those parameters in the technical configuration wizard or your task list run as relevant for your implementation.

Replicating SAP ERP or SAP CRM DataIf you want to implement the Hub-Deployment With Separate SAP HANA System deployment scenario and replicate data via SAP Landscape Transformation Replication Server, note that it is possible to maintain the relevant parameters and options during initial setup already. In that case the initial setup wizard or task list will start the replication automatically during initial setup of Hybris Marketing. Important: The drawback of choosing this option during initial setup is that starting the replication might take a long time and thus the initial setup might only be completed after many hours or even days.That is why our recommendation for the Hub-Deployment With Separate SAP HANA System deployment scenario is to not select the Deployment: SAP ERP Replication and Deployment: SAP CRM Replication options during initial setup. Instead choose Deployment: No SAP ERP Data and Deployment: No SAP CRM Data. This will lead to a quick initial setup after which you can already access the Hybris Marketing application frontend.In this case, to start data replication after initial setup execute the activities described in the following chapters:

3.1.3 Integrating SAP ERP Data (Optional) 3.1.4 Integrating SAP CRM Data (Optional) 3.1.5 Allow for Complete Table Replication (Optional)

Loading External Data

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If you do not want to use SAP ERP or SAP CRM data in SAP Hybris Marketing, you can execute the initial setup accordingly without integrating to an SAP ERP or SAP CRM back-end system. In that case, choose the Deployment: No SAP ERP Data and Deployment: No SAP CRM Data options. The relevant external data must be loaded after initial setup and on customer project basis. The rapid data load for SAP Hybris Marketing solution delivers predefined samples to load diverse sets of external data.

Parameters for Initial Setup ExecutionGeneric ParametersIn the following list you find the parameters that are generic and not specific to the deployment scenario / back-end systems relevant for your implementation. All these generic parameters have to be maintained when executing the initial setup.

Field name Value

Licensed Solutions

Note that based on the selected solutions, specific parameters will have to be maintained.

Data Management (mandatory) X

Segmentation (optional) <Select this option if you have licensed this solution.>

Acquisition (optional) <Select this option if you have licensed this solution.>

Planning (optional) <Select this option if you have licensed this solution.>

Recommendation (optional) <Select this option if you have licensed this solution.>

Insight (optional) <Select this option if you have licensed this solution.>

Optional Solution Scope

Note that based on the selected solution scope options, specific parameters will have to be maintained.

Scoring Based on SAP HRF <Select this option if you use SAP HANA Rules Framework for scoring.>

Text Messaging Integration <Select this option if you want to enable campaign management with SMS via Amazon.>

Amazon Email Management <Select this option if you want to enable e-mail campaign management via Amazon.>

Hybris Product Content Mgmt. <Select this option if you want to use Hybris Product Content Management for Digital Asset Management.>

Open Text <Select this option if you want to use Open Text for Digital Asset Management.>

Marketing Executive Dashboard <Select this option to enable the Marketing Executive Dashboard. When selecting this option, make sure that SAP SBEE FOR HYBRIS MKT 1.0 has been

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installed.>

Customer Activity Repository <Select this option if you want to integrate with SAP Customer Activity Repository.>

Rule-based PMR Offer Recomm. <Do not select this option based on SAP Hybris Marketing 1511.>

Rule-based Product Recomm. <Select this option if you use SAP HANA Rules Framework for product recommendations.>

Rule-based yMKT Offer Recomm. <Do not select this option based on SAP Hybris Marketing 1511.>

System Type

Tech. Customizing <Select this option only if your system is a development system.>

User for Secondary Database Connection to SAP HANA

Tech. User for DB TC_USER

For details regarding this user refer to the SAP HANA User for Technical Configuration chapter of the SAP Hybris Marketing installation guide.

<Enter a password for the TC_User; make a note of the password for later reference.>

Web Dispatcher Settings

Fully Qualified Domain Name <Enter the Web Dispatcher domain information as provided by your system administrator.>

To retrieve the domain, go to transaction SMICM (Tools – Administration – Monitor – System Monitoring – ICM Monitor), then select Goto Services.Here you can find the HTTPS port. In case of doubt, contact your system administrator.

Port <Enter the Web Dispatcher port information as provided by your system administrator.>

SSL RFC Destination

Target Host <Enter the host name of your Hybris Marketing system. Contact your system administrator in case of unclarities.>

Service Port Number <Enter the service port number of your Hybris Marketing system. Contact your system administrator in case of unclarities.>

Logon with Basic Authentication on Hybris Marketing

Enable Single Sign On <Select this option if you want to enable single-sign on>

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Services for User Interface

Activate Services X

Load Distribution: with the message server

X

Full Text Indexes

Create Full Text Indexes X

Activation of BI Content

Package for BI Content ZCEI_BW_CONTENT

Generation of OData Services

Package ZCEI_ODATA

This field appears only if you are activating the solution in a development and configuration system (and you chose the corresponding option – see above.)If you are activating the solution in a demo environment and don’t plan to transport services to other systems, you can use package $TMP.

Required Notes from Release Information Note 1885803

Notes implemented X

Make sure that you have implemented all the SAP Notes mentioned in the Release Information Note 1885803.

User Creation

User for Batch Processing <Keep the system proposal> BATCH_USER<Do not change the ********** entry in the line below.>

Cloud for Customer Integration

Cloud for Customer <Select this option if you want to integrate with a Cloud for Customer system.Note that the integration with SAP Cloud for Customer is not included in the default scope of the SAP Hybris Marketing rapid-deployment solution.>

Disclaimer

Legal Acknowledgment <Carefully read the disclaimer information.>X

Acquisition

The following parameters are only relevant if you want to implement the Acquisition solution and if you select one or several of the optional solution scope options “Amazon Email

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http://service.sap.com/sap/support/notes/1885803


Management”, “Text Messaging Integration” and “Open Text”

Sending Text Messages: User <Keep the system proposal> TM_USER

Sending Text Messages: Password <Enter a password for the TM_USER user; make a note of the password for future reference.>

Sending Text Messages: Target Host Path

<Enter the target host path for sending text messages.>

Amazon Credentials: Amazon Access ID

<Enter the Amazon access ID.>

Amazon Credentials: Amazon Secret Key

<Enter the Amazon secret key.>

Amazon Credentials: Amazon Queue <Enter the Amazon queue information.>

Digital Asset Management: Password <If your configured DAM authentication method requires this, provide a password.>

Digital Asset Management: User <If your configured DAM authentication method requires this, provide a user.>

Deployment-Specific ParametersIn the following lists you find the parameters that are specific to the deployment scenario and back-end systems relevant for your implementation. Choose those parameters relevant to you and maintain them for the initial setup execution.

For the Hub-Deployment With Separate SAP HANA System deployment scenario parameters, refer to the following chapters: 3.1.3 Integrating SAP ERP Data (Optional)3.1.4 Integrating SAP CRM Data (Optional)

Standalone Deployment (No Integration with SAP ERP or SAP CRM)SAP ERP:

Field name Value

SAP ERP Data

Deployment: No SAP ERP Data X

SAP CRM:

Field name Value

SAP CRM Data

Deployment: No SAP CRM Data X

Hub-Deployment With Shared SAP HANA System of SAP Business SuiteSAP ERP:

Field name Value

SAP ERP Data

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Deployment: Reuse SAP ERP Data X

Schema Mapping: Authoring Schema

SAP_CUAN_ERP (predefined)

Schema Mapping: Physical Schema <Enter the schema in SAP HANA containing the SAP ERP tables>Typically this is the SAP<SID> schema (where <SID> is the ID of the SAP ERP system).To find the correct name:1. Logon to SAP ERP using SAP GUI.2. Open menu System ® Status.3. In the System: Status window, under Database Data area, you can find the name in the Owner field.

SAP ERP Source Data: ERP Client <Enter the relevant client of your SAP ERP system>

SAP ERP Source System: RFC Destination

<Enter the RFC destination of your SAP ERP system.>

If no such RFC destination has been maintained yet, refer to the SAP Landscape Transformation Replication Server Settings (CET) configuration guide, chapter 3.7.1 Creating RFC Destination for the SAP ERP System for details.

SAP ERP Source System: System ID

<Enter the system ID of your SAP ERP system.>

SAP ERP Source System: Client <Enter the Client number of your SAP ERP system.>

SAP CRM:

Field name Value

SAP CRM Data

Do you want to connect to SAP CRM? – Yes, connect to SAP CRM

X

Deployment: Reuse SAP CRM Data X

Schema Mapping: Authoring Schema

SAP_CUAN_CRM (predefined)

Schema Mapping: Physical Schema <the schema in SAP HANA containing the SAP CRM tables>Typically this is the SAP<SID> schema (where <SID> is the ID of the SAP CRM system).To find the correct name:1. Logon to SAP CRM using SAP GUI.2. Open menu System ® Status.3. In the System: Status window, under

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Database Data area, you can find the name in the Owner field.

SAP CRM Source Data: Client <SAP CRM Client>

Connection to SAP CRM Source System: Fully Qualified Host Name

<SAP CRM full host name> (for example, mycrm.mycompany.com)

Connection to SAP CRM Source System: HTTPS Port

<SAP CRM HTTPS Port>

To find out what the HTTPS Port is in your system, do the following:Access transaction SICF.In the Maintain Services screen, choose Execute.Choose menu: Goto ® Port Information.In the Port Information screen, read the Service column in the HTTPS line.

Replication of Target Groups to SAP CRM: Activate Replication

X <Choose this option if you integrate with an SAP CRM system and if you want to replicate target groups to SAP CRM.>

3.1.1 Executing Initial Setup with Technical Configuration Wizard

UseYou can execute the initial setup of SAP Hybris Marketing either via technical configuration wizard or manually via a task list. Choose either of the two options. If you execute the initial setup via wizard, do not execute it via initial setup task list (as described in the Executing Initial Setup with Task List chapter).In the following activity the initial setup via technical configuration wizard is described.

Note that when using this wizard, the system starts to execute specific setup steps each time you access the next page of the wizard. Therefore do not click through the wizard if you do not want to start the initial setup, or if the initial setup has already been executed in your system.

PrerequisitesThe initial setup may only be executed once in a system. To check whether the initial setup has already been executed, proceed like this: 1. Access the transaction choosing the following navigation option:

Transaction code STC02

2. On the Task List Run Monitor screen, maintain the following values:

Field Entry

Task List CUAN_INITIAL_SETUP

Task List Run Status

<select all status>

Created by <remove your user>

3. Choose Start Search (F8).

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4. The Task List Runs screen displays whether or not the initial setup has already been started or executed successfully: If there is an entry CUAN_INITIAL_SETUP_x with status Finished successfully, do

not execute the technical configuration wizard! If there is an entry CUAN_INITIAL_SETUP_x with a status other than Finished

successfully, double-click the entry to find out details about the task list run. If the task list run was stopped at the first step, navigate back to the Task List

Runs screen and delete the entry. If the initial setup started to execute and stopped at any of the task list steps,

resume the task list run from transaction STC02. Do not start the initial setup wizard (again).

Procedure1. To start the initial setup via wizard, log on to the Hybris Marketing system using the SAP

GUI.2. Access the transaction choosing the following navigation option:

Transaction code CUAN_INITIAL_SETUP

3. The wizard guides you through the steps. Follow the instructions given on each page and then continue to the next page.

In case the BW client of your ABAP system does not correspond to the Hybris Marketing client, you must have implemented the settings described in the Configuration of Operational Analytics and Easy Query Environment chapters of the Basic Settings for Hybris Marketing (CEB) configuration guide.In the case of separate clients, the wizard execution might stop at the Set up BW Client and SAP HANA Connection for Operational Data Provisioning step. In this case we recommend to stop the initial setup execution via wizard. Instead, open the CUAN_INITIAL_SETUP_x task list run in transaction STC02 and resume the initial setup here by choosing Start/Resume Task List Run in Background (F9).At Setup Easy Query Environment the task list run might stop again. Again, resume the initial setup by choosing Start/Resume Task List Run in Background (F9). To manually activate the BI content in your BW client, refer to the 3.2 Activation of SAP NetWeaver BI Content chapter.

Error HandlingIn case the wizard execution stops due to any error, we recommend to resume the initial setup in transaction STC02.

Jobs Run During Initial SetupNote that during initial setup execution several background jobs are executed automatically, in case you selected the relevant solutions and integration options.To get an overview of these jobs, refer to the SAP Hybris Marketing installation guide (http://help.sap.com/mkt ® Installation and Upgrade Information ® Installation Guide), chapter Parameters Set by the Technical Configuration Wizard.

ResultThe initial setup of Hybris Marketing has been completed.

3.1.2 Executing Initial Setup with Task List

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UseYou can execute the initial setup of SAP Hybris Marketing either via technical configuration wizard or manually via a task list. Choose either of the two options. If you execute the initial setup via task list, do not execute it via wizard (as described in the Executing Initial Setup with Technical Configuration Wizard chapter).In the following activity the initial setup via task list run is described.

PrerequisitesThe initial setup may only be executed once in a system. To check whether the initial setup has already been executed, proceed like this: 1. Access the transaction choosing the following navigation option:


2. On the Task List Run Monitor screen, maintain the following values:

Field Entry

Task List CUAN_INITIAL_SETUP

Task List Run Status

<select all status>

Created by <remove your user>

3. Choose Start Search (F8).4. The Task List Runs screen displays whether or not the initial setup has already been

started or executed successfully: If there is an entry CUAN_INITIAL_SETUP_x with status Finished successfully, do

not execute the initial setup task list! If there is an entry CUAN_INITIAL_SETUP_x with a status other than Finished

successfully, double-click the entry to find out details about the task list run. If the task list run was stopped at the first step, navigate back to the Task List

Runs screen and delete the entry. If the initial setup started to execute and stopped at any of the task list steps,

resume the task list run from transaction STC02. Do not start the initial setup task list (again).

Procedure1. To start the initial setup, log on to the SAP Hybris Marketing system using the SAP GUI.2. Access the transaction choosing the following navigation option:


3. On the Task Manager for Technical Configuration screen, select the Task List: CUAN_INITIAL_SETUP, then choose Generate Task List Run (F8).

4. On the Maintain Task List Run CUAN_INITIAL_SETUP_nnnnnnnnnnnnnn screen, choose Change Parameters (button on the right side of the last task list line).

<nnnnnnnnnnnnnnnn> equals an individual numerical identifier generated by the system.

For detailed information about each task, on the Maintain Task List Run screen choose the Show Task Documentation icon per task (in the Help column).

5. On the Edit Variants: Variant nnnnnnnnnnnnnn screen, maintain the relevant values.

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Refer to the Parameters for Task List Execution chapter for details.6. Choose Save. 7. Choose Back.8. Choose Start/Resume Task List Run in Background (F9). 9. Choose Refresh Task List Run (F2) and allow it to run until all task list lines are executed

(and have green task status).

In case the BW client of your ABAP system does not correspond to the Hybris Marketing client, you must have implemented the settings described in the Configuration of Operational Analytics and Easy Query Environment chapters of the Basic Settings for Hybris Marketing (CEB) configuration guide.In the case of separate clients, the task list execution might stop at the Set up BW Client and SAP HANA Connection for Operational Data Provisioning step with the following message: BW client is already set up in client XXX; set up ODP in client XXX as well. This is just a warning. Resume the task list execution by choosing Start/Resume Task List Run in Background (F9).At Setup Easy Query Environment the task list might stop again with the message “BW client is set up in client XXX; set up easy query in client XXX as well”. Resume the task list once more to continue the execution. To manually activate the BI content in your BW client, refer to the 3.2 Activation of SAP NetWeaver BI Content chapter.

10. Choose Back.

Error HandlingIn case of any errors during initial setup, we recommend to review the errors and to resume the initial setup in transaction STC02.

Jobs Run During Initial SetupNote that during initial setup execution several background jobs are executed automatically, in case you selected the relevant solutions and integration options.To get an overview of these jobs, refer to the SAP Hybris Marketing installation guide (http://help.sap.com/mkt ® Installation and Upgrade Information ® Installation Guide), chapter Parameters Set by the Technical Configuration Wizard.

ResultThe initial setup of Hybris Marketing has been completed.

3.1.3 Integrating SAP ERP Data via SAP LT (Optional)

UseThis chapter is relevant for you if you want to replicate SAP ERP data via SAP Landscape Transformation Replication Server (SAP LT). If not, skip this activity.In the following use cases, set up the replication of SAP ERP data as described below. This activity will automatically activate the data replication for all SAP ERP tables that are relevant for the licensed solutions you choose. You do not need to set up data replication manually! The relevant use cases are:

You have executed the initial setup of Hybris Marketing without choosing the Deployment: SAP ERP Replication option during the initial setup.

You had to reconfigure an existing SAP LT configuration.

If you want to replicate data from both SAP ERP and SAP CRM, execute one of the relevant task lists (CUAN_SETUP_ERPCONTENT and

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CUAN_SETUP_CRMCONTENT) described below completely. Only after the one task list run was executed successfully, start with the other task list execution. Do not execute the two task lists in parallel, because this will cause inconsistencies in the system and the activation of the replication will fail.

If you have already set up data replication from your SAP ERP system into the SAP Hybris Marketing system, skip this chapter.

Procedure1. Log on to the SAP Hybris Marketing system using the SAP GUI.2. Access the transaction choosing the following navigation option:

Transaction code CUAN_ERP_CONFIG

Alternatively you can access transaction STC01 and select the CUAN_SETUP_ERPCONTENT task list, then choose Generate Task List Run (F8).

3. On the Maintain Task List Run CUAN_SETUP_ERPCONTENT _nnnnnnnnnnnnnn screen, choose Change Parameters (button on the right side of the first task list line).<nnnnnnnnnnnnnnnn> equals an individual numerical identifier generated by the system.

4. On the Edit Variants: Variant nnnnnnnnnnnnnn screen, maintain the relevant values:

Field name Value

Licensed Solutions







System Type

Development & Configuration <Choose this option if your system is a development system.>

Customizing Request <If you have chosen the Development & Configuration option, select a customizing request.>

Secondary Database Connection to SAP HANA

DB Connection Name <Enter the DB connection that was used during initial setup. You can find the available DB connections in transaction DBCO. Choose a DB connection that uses the TC_USER.>

SAP ERP Data

Deployment: SAP ERP Replication X

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SAP ERP Source System

RFC Destination <Enter the destination from SAP Hybris Marketing to SAP ERP, created in the SAP Landscape Transformation Replication Server Settings (CET)configuration guide. Proposed name <ERP system name>CLNT<client>_CEI>

System ID <SAP ERP System ID>

Client <SAP ERP Client>

Replication with SAP Landscape Transformation

SAP LT Configuration Name SAP_CUAN_ERP_DATA

RFC Destination to LT system CEI_SETUP_SLT_ERP

SAP HANA Host ID <Host ID of SAP HANA Database>

SAP HANA Instance Number <Instance number of SAP HANA Database>

Only Initial Load <Do not select if you want to continuously replicate data from SAP ERP to Hybris Marketing; only select this option if you want to load data only this one time.>

Full Text Indexes


5. Choose Save. 6. Choose Back.7. Choose Start/Resume Task List Run in Background (F9). 8. Choose Refresh Task List Run (F2) and allow it to run until all task list lines are executed


If you replicate data via SAP Landscape Transformation Replication Server (SAP LT), the execution of the Start Table Replication for SAP ERP step might take some time. If it takes more than 30 minutes to start the replication for all tables, which is very likely, the task list execution will stop with an error message. In this case refer to the chapter Allow for Complete Table Replication. After successful table replication, resume the task list execution in transaction STC02.

ResultSAP ERP data is now available in your Hybris Marketing application.

3.1.4 Extraction of Interactions Contact Data from SAP ERP (Optional)

UseWith the CUAN_IC_MASTERDATA_EXTR_FULL (Full Extraction of Interaction Contact Data) program you execute an initial extraction of contact information from SAP ERP.

This program must only be executed manually if you integrate SAP ERP after the initial setup via technical configuration has been completed (refer to chapter 3.1).

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If SAP ERP data was already integrated during initial setup, or if you do not use SAP ERP data, skip this activity.

Procedure1. Access the activity:

Transaction code SE38

SAP Menu Tools ® ABAP Workbench ® Development ® ABAP Editor

2. On the ABAP Editor: Initial Screen, enter Program: CUAN_IC_MASTERDATA_EXTR_FULL.

3. Choose Execute (F8).4. On the Full Extraction of Interaction Contact Data screen, maintain the following values:

Field name Entry Value

Extraction from SAP ERP

Business Contacts (B2B) <choose the options relevant for your system landscape>

Consumer Contacts (B2C)

Corporate Accounts

Industry Solutions (Business Partner): Business Contacts (B2B) IS

Industry Solutions (Business Partner): Consumer Contacts (B2C) IS

Industry Solutions (Business Partner): Corporate Account IS

ID <leave empty>

No. Rows for Processing Block <enter a relevant number of rows> for example, 5.000

Rows for Business Type <leave empty>

Application Log

Messages up to Problem Class 3 (Medium)

Messages up to Level 3 (Medium)

Save Messages <if relevant, choose this option>

5. Choose Execute (F8).

ResultThe SAP ERP contact data has been loaded into Data Management – Contact Engagement.

3.1.5 Integrating SAP CRM Data (Optional)

UseThis chapter is relevant for you if you want to replicate SAP CRM data via SAP Landscape Transformation Replication Server (SAP LT). If not, skip this activity.In the following use cases, set up the replication of SAP CRM data as described below. This activity will automatically activate the data replication for all SAP CRM tables that are relevant for the licensed solutions you choose. You do not need to set up data replication manually! The relevant use cases are:

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You have executed the initial setup of SAP Hybris Marketing without choosing the Deployment: SAP CRM Replication option during the initial setup.

You had to reconfigure an existing SAP LT configuration.

If you want to replicate data from both SAP ERP and SAP CRM, execute one of the relevant task lists (CUAN_SETUP_ERPCONTENT and CUAN_SETUP_CRMCONTENT) described below completely. Only after the one task list run was executed successfully, start with the other task list execution. Do not execute the two task lists in parallel, because this will cause inconsistencies in the system and the activation of the replication will fail.

If you have already set up data replication from your SAP CRM system into the SAP Hybris Marketing system, skip this chapter.

Procedure1. Log on to the SAP Hybris Marketing system using the SAP GUI.2. Access the transaction choosing the following navigation option:

Transaction code CUAN_CRM_CONFIG

Alternatively you can access transaction STC01 and select the CUAN_SETUP_CRMCONTENT task list, then choose Generate Task List Run (F8).

3. On the Maintain Task List Run CUAN_SETUP_CRMCONTENT_nnnnnnnnnnnnnn screen, choose Change Parameters (button on the right side of the first task list line).<nnnnnnnnnnnnnnnn> equals an individual numerical identifier generated by the system.

4. On the Edit Variants: Variant nnnnnnnnnnnnnn screen, maintain the relevant values:

Field name Value

Licensed Solutions







System Type

Development & Configuration <Choose this option if your system is a development system.>

Customizing Request <If you have chosen the Development & Configuration option, select a customizing request.>

Secondary Database Connection to SAP HANA

DB Connection Name <Enter the DB connection that was used

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during initial setup. You can find the available DB connections in transaction DBCO. Choose a DB connection that uses the TC_USER.>

SAP CRM Data

Deployment: SAP CRM Replication X

SAP CRM Source System

RFC Destination <Enter the destination from SAP Hybris Marketing to SAP CRM, created in the Basic Settings for Hybris Marketing (CEB) configuration guide. Proposed name <CRM system name>CLNT<client>_CEI>

System ID <SAP CRM System ID>

Client <SAP CRM Client>

HTTPS Port <SAP CRM HTTPS Port>

To find out what the HTTPS Port is in your system, do the following:Call transaction SICFIn the Maintain Services screen, choose Execute.Choose menu: Goto ® Port InformationIn the Port Information screen, read the Service column in the HTTPS line

Replication with SAP Landscape Transformation (LT)

SAP LT Configuration Name SAP_CUAN_CRM_DATA

RFC Destination to LT System CEI_SETUP_SLT_CRM

SAP HANA Host ID <Host ID of SAP HANA Database>

SAP HANA Instance Number <Instance number of SAP HANA Database>

Only Initial Load <Do not select if you want to continuously replicate data from SAP CRM to Hybris Marketing; only select this option if you want to load data only this one time during initial setup.>

Replication of Target Groups to SAP CRM

Activate Replication <Choose this option if you integrate with an SAP CRM system and if you want to replicate target groups to SAP CRM.>

Full Text Indexes


5. Choose Save. 6. Choose Back.7. Choose Start/Resume Task List Run in Background (F9). 8. Choose Refresh Task List Run (F2) and allow it to run until all task list lines are executed


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If you replicate data via SAP Landscape Transformation Replication Server (SAP LT), the execution of the Start Table Replication for SAP CRM step might take some time. If it takes more than 30 minutes to start the replication for all tables, which is very likely, the task list execution will stop with an error message. In this case refer to the chapter Allow for Complete Table Replication. After successful table replication, resume the task list execution in transaction STC02.

ResultSAP CRM data is now available in your Hybris Marketing application.

3.1.6 Extraction of Interactions Contact Data from SAP CRM (Optional)

UseWith the CUAN_IC_MASTERDATA_EXTR_FULL (Full Extraction of Interaction Contact Data) program you extract contact information from SAP CRM.

This program must only be executed manually if you integrate SAP CRM after the initial setup via technical configuration has been completed (refer to chapter 3.1). If SAP CRM data was already integrated during initial setup, or if you do not use SAP CRM data, skip this activity.

Procedure1. Access the activity:



2. On the ABAP Editor: Initial Screen, enter Program: CUAN_IC_MASTERDATA_EXTR_FULL.

3. Choose Execute (F8).4. On the Full Extraction of Interaction Contact Data screen, maintain the following values:


Extraction from SAP CRM



Marketing Prospects

Corporate Accounts

ID <leave empty>


Rows for Business Type <leave empty>

Application Log




5. Choose Execute (F8).

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ResultThe SAP CRM contact data has been loaded into Data Management – Contact Engagement.

3.1.7 Allow for Complete Table Replication (Optional)

UseComplete table replication may require time depending on table size and replication speed. The purpose of this activity is to check table replication for completion. This activity is only relevant if you use SAP Landscape Transformation Replication Server (SAP LT) for data replication from SAP ERP and/or SAP CRM.

Skip this chapter if you do not use SAP LT for data replication.

Procedure1. Log on to your SAP LT system using the SAP GUI.2. Access the transaction choosing the following navigation option:

Transaction code LTR

3. A Web browser window opens. Specify client, user, and password if required.4. The Configuration and Monitoring Dashboard window is displayed. 5. Choose configuration SAP_CUAN_ERP_DATA or SAP_CUAN_CRM_DATA.

A new browser window opens.6. In the Configuration: SAP_CUAN_<ERP/CRM>_DATA screen, on the Statistics tab,

check the status of every table.7. Wait for complete replication. The replication is complete, if for all the tables the columns

Current Action and Current Status contain one of the following value combinations:

Current Action Current Status Meaning..Replication In Process Table is created in SAP HANA, table content is

constantly replicated from the source system

Create table Executed Table is created in SAP HANA, but it is left empty

In case the status is yellow, position your mouse pointer on the yellow triangle icon. A warning message will appear. Consider if the message has an impact on your implementation before proceeding.

To display table content in SAP HANA for a specific table, execute the following steps:

a. Open SAP HANA Studio (in MS Windows, choose Start ® All Programs ® SAP HANA ® SAP HANA Studio).

b. In the Navigator view, expand <SAP HANA instance> ® Catalog ® SAP_CUAN_<ERP/CRM>_DATA ® Tables.

c. Select the table. Right-click to open the contextual menu. Choose Open Data Preview.

For an overview of tables used for replication, refer to the Appendix chapter of the SAP Hybris Marketing installation guide: http://help.sap.com/mkt ® Installation and Upgrade Information ® Installation Guide. The complete list of replicated tables can also be found in the Hybris Marketing

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system in database table CUAN_TC_TABLES. The table content can be displayed using the SE16 transaction.

3.1.8 Delta Load of Interaction Contact Data (Optional)

UseFor delta extraction of interaction contact data from SAP ERP and SAP CRM, a background job must be scheduled for the CUAN_IC_MASTERDATA_EXTR_DELT program. Usually the relevant background jobs have already been set up during initial setup.

Before proceeding with this activity, check whether the following background jobs are already set up in your SAP Hybris Marketing system:

CUAN_IC_EXTR_DELTA_ERP (for delta extraction of SAP ERP data)

CUAN_IC_EXTR_DELTA_CRM (for delta extraction of SAP CRM data)

To check whether these jobs are available, proceed like this:1. Access the activity:


SAP Menu Tools ® ABAP Workbench ® Overview ® Data Browser

2. On the Data Browser: Initial Screen enter Table Name: CUAN_TC_BP_JOBS, then choose ENTER.

3. On the Data Browser: Table CUAN_TC_BP_JOBS: Selection Screen choose Execute (F8).

4. On the Data Browser: Table CUAN_TC_BP_JOBS Select Entries screen verify that the relevant background jobs are maintained. If the relevant background jobs exist, skip the following procedure. If that is not the case, proceed with the below procedure.

ProcedureVariant Creation for SAP ERP Data1. Access the activity:



2. Enter CUAN_IC_MASTERDATA_EXTR_DELT into the Program field.3. Choose Execute (F8).4. On the Delta Extraction of Interaction Contact Data screen, maintain the following values:


Extraction from SAP ERP



Corporate Accounts

Industry Solutions (Business Partner): Business Contacts (B2B) IS

Industry Solutions (Business Partner): Consumer Contacts (B2C) IS

Industry Solutions (Business Partner): Corporate Accounts IS

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Application Log




5. Choose Save as Variant... (Ctrl + S).6. On the Variant Attributes screen, maintain the following values:


Variant Name <enter a name for the variant> for example, CUAN_ERP_DATA_DELTA

Description <enter a description for the variant> for example, Delta Load SAP ERP Data

7. Save your variant.

Variant Creation for SAP CRM Data1. Access the activity:



2. Enter CUAN_IC_MASTERDATA_EXTR_DELT into the Program field.3. Choose Execute (F8).4. On the Delta Extraction of Interaction Contact Data screen, maintain the following values:


Extraction from SAP CRM



Marketing Prospects

Corporate Accounts


Application Log




5. Choose Save as Variant... (Ctrl + S).6. On the Variant Attributes screen, maintain the following values:


Variant Name <enter a name for the variant> for example, CUAN_CRM_DATA_DELTA

Description <enter a description for the variant> for example, Delta Load SAP CRM Data

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7. Save your variant.

Setting Up Background Job1. To set up a regular background run, access the activity:

Transaction code SM36

SAP Menu Tools ® CCMS ® Background Processing ® Define Job

2. On the Define Background Job screen, choose Job wizard.3. On the Create a job dialog box, choose Continue.4. On the General job information screen, maintain the following values:


Job Name <Enter a job name> for example, Delta Load <SAP ERP or SAP CRM> Data

Job Class Low priority

Job Status Scheduled

Target Server <Optional entry, you can leave this field empty>

5. Choose Continue.6. On the Job definition: Job step screen, choose ABAP program step and choose

Continue.7. On the ABAP program step screen, maintain the following values:


ABAP program name CUAN_IC_MASTERDATA_EXTR_DELT

Variant <enter the relevant variant, for example, CUAN_ERP_DATA_DELTA or CUAN_CRM_DATA_DELTA>

Execution language EN

8. Choose Continue.9. On the Multi-step option screen, choose Continue without adding additional steps.10. On the Job definition: Start conditions screen, specify a start condition, for example,

Immediately.11. Choose Continue.12. On the Def. of start <immediately> screen, in the Periodic jobs screen area, choose the

Period option.13. Choose Continue.14. On the Period definition screen, choose the job periodicity, for example, Hourly.15. Choose Continue.16. On the Set job screen, check your entries and then choose Complete.17. Repeat the above steps for all relevant variants.

ResultThe CUAN_IC_MASTERDATA_EXTR_DELT program will run automatically as specified in your job definition.

3.2 Activation of SAP NetWeaver BI ContentThis chapter provides the configuration steps required to activate SAP NetWeaver Business Intelligence content manually. This activity is only relevant if in your system the Hybris

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Marketing application is installed in a different client than the Business Warehouse (BW) capabilities. If Hybris Marketing and BW are installed in the same client, the BI content has been activated during initial setup. In this case, skip the following activity. In case of two clients – one for Hybris Marketing, one for BW – proceed with the below procedure.

UseIn this activity you activate Business Intelligence (BI) content bundles for SAP NetWeaver Business Warehouse (BW) for SAP Hybris Marketing.

If you have separate clients in your system, one client for BI content and one client for Hybris Marketing content, execute this activity in the BW client.

Make sure that the user who activates BI content bundles has at least the following authorization roles assigned: • SAP_BC_SIW_DEV • SAP_BC_WEBSERVICE_DEBUGGER• SAP_BC_WEBSERVICE_ADMIN_TEC • SAP_BC_BGRFC_SUPERVISOR

Only activate the BI content once the SAP HANA content activation has been successfully completed.

Test and Productive systems: The following sequence describes the activation of BI Content using the BI Content Activation Workbench and it is to be used for development (and configuration) systems only. During the activation, the activated content is attached to a transport. In case of test and production systems the BI Content Activation Workbench is not used. In this case, to create the BI content, you just need to import the transport previously created in the development system.

Procedure1. Log on to the Hybris Marketing system (BW client) using the SAP GUI.2. Access the activity using the following navigation option:

Transaction code BSANLY_BI_ACTIVATION

3. On the BI Content activation Workbench: Content Bundle Overview screen, select the CUAN_BI_CONTENT bundle.

4. Choose Activate Content Bundle.5. On the BI Content Activation Workbench: Activate Content Bundle screen, in the RFC

Destination for Content Objects field, enter NONE as RFC Destination.

If you have separate clients in your SAP Hybris Marketing system, one for BW and one for Hybris Marketing, make sure that you execute this activity in the BW client.

6. For Source Systems for DataSource Replication, choose Current Logon Client.7. For Treatment of Already Active Content Objects, choose Automatic.8. Select the Install All Collected Objects checkbox.9. Choose Activate Content Bundle (Shift+F8).

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10. In the Activation of BI Content dialog box, choose Activate with Transport.

If the Select Source Systems dialog is displayed, navigate to the relevant system and RFC destination, select the entry, and choose Continue (Enter).

11. After the activation has been completed, the system displays the status information (Activation finished) in the Activation Status for Selected RFC Destination field.

12. Repeat the same steps for the CUAN_CRM_BI_CONTENT and CUAN_LOY_CONTENT bundles.

13. Choose Back.

ResultSAP NetWeaver Business Warehouse BI content bundles are active.

3.2.1 Checking Generation of Easy Queries

UseAfter BI content activation (automated during initial setup or manually as described in the chapter above), easy queries should be generated automatically. In this activity you check whether this is the case in your system. If it is not the case, regenerate the easy queries manually.

Procedure1. Log on to your SAP Hybris Marketing client.2. Access the transaction choosing the following navigation option:

Transaction code EQMANAGER

3. On the Easy Query Management <system/client> screen, for the CUAN... queries, verify that you find a current time stamp in the Change Date for Query column.

4. If no current time stamp is maintained in the Change Date for Query column, select one of the CUAN... queries and choose Regenerate Easy Query.

5. Repeat the regeneration for all CUAN... queries for which no change date is displayed.

ResultEasy queries are generated and available for the Hybris Marketing application.

3.3 Generating URL to Access the Application User Interface

UseIn this activity you generate the URL required to log on to the SAP Hybris Marketing UI5 user interface.

If you want to access SAP Hybris Marketing via SAP Fiori launchpad only, refer to the SAP Fiori Settings for Hybris Marketing (CEH) building block.

ProcedureCreate the start URL that all end users should use like this:

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https://<fully qualified domain name of your SAP Web Dispatcher>:<HTTPS Port of SAP Web Dispatcher>/sap/bc/ui5_ui5/sap/cuan_shell/index.html#HOME

Contact your system administrator to retrieve the correct Web Dispatcher address.

If you are logged on to the AS ABAP system, you can launch the user interface using the transaction START_CEI.

ResultThe URL for SAP Hybris Marketing logon is identified. Distribute it to all users who must access the application. In the Business Roles and User Management for Hybris Marketing(CEQ) building block you find the documentation, which business roles have to be assigned to an application user so that Hybris Marketing can be accessed.

3.4 Implementing Settings Relevant for Deployment Scenario C

UseIf you have chosen to implement deployment scenario C, that is a shared SAP HANA database of SAP Hybris Marketing and either SAP ERP or SAP CRM, you must take care of two additional activities. These are not relevant for all other deployment scenarios.For details of these additional activities, refer to the SAP Hybris Marketing installation guide at http://help.sap.com/mkt ® Installation and Upgrade Information ® Installation Guide:

Deployment Scenario C: Adjusting Customizing (chapter 7.15) Deployment Scenario C: Customizing via SAP Solution Manager (chapter 7.16)

3.5 Completing SAP Notes ImplementationUseAfter having completed all relevant configuration steps of the configuration guide, remember to check in the release information note whether you need to implement further SAP notes.

Procedure1. Access the release information note relevant for your system: 1885803 for the most

current release or 1933146 for a former release.2. Review the SAP notes listed in the Notes to be installed after you have finished the

Installation Guide or Upgrade Guide section and implement the relevant SAP notes.

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https://css.wdf.sap.corp/sap/support/notes/1933146

https://service.sap.com/sap/support/notes/1885803


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