Configure Starter Services (Duet Enterprise)

 

Applies to: Duet Enterprise for Microsoft SharePoint and SAP

This article shows you how to deploy Starter Services for Duet Enterprise for Microsoft SharePoint and SAP and how to use the template for the Duet Enterprise sites that is provided with Duet Enterprise to create a site collection in Microsoft SharePoint Server 2010. Note that you must configure the Starter Services solutions before you use the Duet Enterprise sites template to create a site collection.

The Duet Enterprise sites site collection template, which is included with Starter Services, contains a number of sites. One Web site is for requesting and receiving SAP reports and another site is for interacting with SAP workflows. The functionality of the reporting site depends on the reporting solution that is being configured before you configure Starter Services. If you have not already done so, and you want to use the reporting functionality provided with the Duet Enterprise sites, configure reporting before proceeding. For more information about how to configure reporting, see Configure reporting (https://go.microsoft.com/fwlink/p/?LinkId=205681). The functionality of the workflow site depends on the workflow solution first being configured. If you have not already done so, and you want to use the workflow functionality provided with the Duet Enterprise sites, configure the workflow solution before proceeding. For more information about how to configure workflows, see Configure SAP Workflows(https://go.microsoft.com/fwlink/p/?LinkId=205816).

You must complete the procedures in this article in the listed order.

In this article:

• Configure Starter Services solutions

• Check configuration health of starter services solutions

• Create a site collection using the thisProduct_2nd_NoVer Sites template

• Verify features are active on Reports site

• Grant user permissions to the site collection

• Provide OBAFileReciever URL to SAP Administrator

• Add a Business Data Action

• Prepare the Tasks Center site

Configure Starter Services solutions

Note

You must be logged on as a Farm Administrator and you must also be a member of the Windows Administrators group to complete this procedure.

The following table lists the solutions that you configure by using this procedure. Note that all solutions are deployed to a specific Web application.

Solution	Deployment scope
ProductWorkspace	Web application
OrderToCash	Web application
CustomerWorkspace	Web application
Portal	Web application

Note

The OrderToCash solution must be configured before the CustomerWorkspace solution is configured.

To configure Starter Services solutions

1. Click Start, click All Programs, and then click Accessories.

2. Right-click Command Prompt and then click Run as administrator.

   This opens a Command Prompt window as administrator.

3. In the Command Prompt window, open the directory <SystemDrive>:\Program Files\Duet Enterprise\1.0\.

4. At the prompt, type DuetConfig.exe /configuresolution “ProductWorkspace” /webappurl http://HostName

   Where HostName is the fully qualified domain name of the Web application for which you are configuring Starter Services.

   If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), this URL is listed in the “URL of Web application for Duet Enterprise sites” row of Table 1 of the worksheet.

5. Press Enter.

   When you see, “Solution successfully configured.” in the command prompt go to the next step.

6. At the prompt, type DuetConfig.exe /configuresolution “OrderToCash” /webappurl http:// HostName

   Where HostName is the fully qualified domain name of the Web application for which you are configuring Starter Services.

7. Press Enter.

   When you see, “Solution successfully configured.” in the Command Prompt window, go to the next step.

8. At the prompt, type DuetConfig.exe /configuresolution “CustomerWorkspace” /webappurl http://HostName

   Where HostName is the fully qualified domain name of the Web application for which you are configuring Starter Services.

9. Press Enter.

   When you see, “Solution successfully configured.” in the Command Prompt window, go to the next step.

10. At the prompt, type DuetConfig.exe /configuresolution “Portal” /webappurl http://HostName

    Where HostName is the fully qualified domain name of the Web application for which you are configuring Starter Services.

11. Press Enter.

    When you see, “Solution successfully configured.” in the Command Prompt window, go to the next procedure to verify the health of the Starter Services solutions configuration.

Verify health of starter services solutions configuration

Complete this procedure to verify the health of the Starter Solutions configuration.

Note

You must have the following permissions to complete the procedures in this section.

• Be a member of the Farm Administrators group.

• Be a member of the Windows Administrators group.

• You must also ensure that the account that you will use to run the Configuration Health Check has been granted full permissions on the both the SAPRoles and SAPUsers external content types.

  If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392) and you performed the health check after importing the models, then the user account listed in the “Setup user account” row of Table 3 of the worksheet has the required permissions.

To verify permissions on the SAPRoles and SAPUsers external content types

1. In Central Administration, on the Quick Launch, click Application Management.

2. In the Service Applications section, click Manage service applications.

3. In the Type column, click the Business Data Connectivity service application that you want to use.

4. In the Operations group of the ribbon, click Properties.

5. Select the check box next to SAPRoles.

6. In the ribbon, click Set Object Permissions.

7. If the user account that you will use to run the Configuration Health Check does not appear in the middle box, type the account name in the top box and then click Add. Otherwise, go to step 8.

8. In the middle box, select the user account that you will use to run the Configuration Health Check and then ensure that all the check boxes in the Permissions (bottom) box are selected.

9. Click OK.

10. On the View External Content Types page, clear the check box next to SAPRoles and then select the check box next to SAPUsers.

11. In the ribbon, click Set Object Permissions.

12. If the user account that you will use to run the Configuration Health Check does not appear in the middle box, type the account name in the top box and then click Add. Otherwise, go to step 8.

13. In the middle box, select the user account that you will use to run the Configuration Health Check and then ensure that all check boxes in the Permissions (bottom) box are selected.

14. Click OK.

To verify health of starter services solutions configuration

1. Click Start, click All Programs, and then click Accessories.

2. Right-click Command Prompt and then click Run as administrator.

   This opens a Command Prompt window as administrator.

3. In the Command Prompt window, open the directory <SystemDrive>:\Program Files\Duet Enterprise\1.0\.

4. At the prompt, type DuetConfig /checkconfiguration.

5. You can optionally append /out <outputfile> to the command to specify the location and name of the xml file in which the configuration report is written.

   Where <outputfile> is the location and file name of the file. If you do not specify this parameter, the output file is written to the location that is specified by the Windows %Temp% environment variable.

6. Press Enter.

   An XML file that contains the configuration health information and an XSL file that is used to format the display of the report in a browser are created in either the location specified by the Windows %Temp% environment variable or by the value you assigned to the /out parameter.

7. When the message “Successfully written configurations to file <drive>:\ path\filename” appears, in Windows Explorer go to the folder in which the file was written and double-click the xml file.

   The Duet Enterprise Configuration Health Check page appears in the browser.

8. On the Duet Enterprise Configuration Health Check page, scroll down to the Solutions table, and verify that the “Good” status is displayed in the Health column for each of the solutions.

Create a site collection by using the Duet Enterprise Sites template

Three site collection templates are provided with Duet Enterprise. These templates are described in the following table.

Template name	Comments
Duet Enterprise Customers	Site collection template that contains Web Parts to support the CustomerWorkspace solution.
Duet Enterprise Products	Site collection template that contains Web Parts to support the ProductWorkspace and OrderToCash solutions.
Duet Enterprise Sites	Site collection template that contains Web Parts that support the Customers and Products solutions (which are part of the Starter Services solution), as well as the Reporting and Workflow solutions. Tip This site collection template requires that you have already configured the Reporting, Workflow, and Starter Services solutions. For more information, see the following bulleted list.

This section describes the steps that use the Duet Enterprise Sites template to create a site collection. Before you proceed, ensure that you have configured the following solutions.

• Reporting solution, as described in Configure reporting (https://go.microsoft.com/fwlink/p/?LinkId=205681).

• Workflow solution, as described in Configure SAP Workflows (https://go.microsoft.com/fwlink/p/?LinkId=205816).

• Starter Services solutions, as described in the Configure Starter Services solutions section, earlier in this article.

Complete the following steps to use the Duet Enterprise Sites template to create a site collection.

Note

You must be a member of the Farm Administrators group to complete this procedure.

To use the Duet Enterprise Sites template to create a site collection

1. On the Central Administration Web site, in the Application Management section, click Create site collections.

2. On the Create Site Collection page, in the Web Application section, check whether the Web application in which you want to create the site collection is selected. If it is not selected, click Change Web Application and then click the Web application in which you want to create the site collection.

   If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), the URL of this Web application is listed in the “URL of Web application for Duet Enterprise sites” row of Table 1 of the worksheet.

3. In the Title and Description section, type the title and optionally a description for the site collection.

4. In the Web Site Address section, select the path to use for your URL (for example, a wildcard inclusion path such as /sites/, or the root directory (/). If you select a wildcard inclusion path, you must also type the site name to use in the site’s URL.

5. In the Template Selection section, in the Select a template list, select the Duet Enterprise tab, and then select Duet Enterprise Sites from the list.

6. In the Primary Site Collection Administrator section, type the user name, using the format domain\user_name, for the user who will be the primary site collection administrator.

7. In the Secondary Site Collection Administrator section, optionally type the user name for the secondary administrator of the site collection.

   Designating a secondary site collection administrator is a best practice to ensure that someone can manage the site collection when a primary site collection administrator is not present.

8. Click OK.

9. On the Top-Level Site Successfully Created page, click the URL that is provided for the new Duet Enterprise site collection to open your new site collection.

   Note

   This URL is typically in the form of http://hostname/sites/sitename.

   On the top-level site of the site collection that you created, you will see tabs for the following sites: Duet Enterprise sites (this is the name of the top-level site), Customers, Products, Reports Center, and Tasks Center.

Verify features are active on Reports Center site

Complete this verification procedure to ensure that the site-level features are active on the Reports Center site.

Note

You must be a Site Owner for the site on the Reports Center site to perform this procedure.

To verify that site features are active

1. In a browser, open the top-level site of your Duet Enterprise sites site collection.

2. Click the Reports Center tab to go to the Reports Center.

3. On the Site Actions menu, click Site Settings.

4. On the Site Settings page, in the Site Actions section, click Manage site features.

5. Ensure that the Duet Enterprise Reporting feature is active.

6. Ensure that the Duet Enterprise Content Organizer feature is active.

Grant user permissions to the site collection

Before users can access the site collection, you must grant them permissions. This is typically done on the top-level site of the site collection which enables permissions to be inherited by the child sites. For information about how to grant users permissions to sites, see Roadmap: Grant permissions for a site (https://go.microsoft.com/fwlink/p/?LinkID=201161).

Important

Ensure that you grant the Report publisher account and the Workflow publisher account full control access to the top-level site of the site collection.

If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), these accounts are listed in the “Report publisher account” and the “Workflow publisher account” rows of Table 3 of the worksheet, respectively.

Provide OBAFileReciever URL to SAP Administrator

In order for the SAP administrator to create a logical port to support the Reporting solution, you must provide the URL to the OBAFileReceiver Web Service Description Language (WSDL) file and the user name and password of the report publisher account to the SAP administrator.

Note

You must be a member of the SharePoint Farm Administrators group to complete the following procedure.

To provide OBAFileReceiver URL to SAP Administrator

1. In your browser, open the top-level site of the Duet Enterprise Sites site collection.

2. Click the Reports Center tab to go to the Reports Center site.

3. In the address box of a browser, change the last part of the URL (default.aspx) to “_vti_bin/OBAFileReceiver.asmx?wsdl”.

   For example, if the URL of your Reports Center site was http://contoso/sites/DuetEnterpriseSites/Reports/default.aspx , your URL would now be http://contoso/sites/DuetEnterpriseSites/Reports/_vti_bin/OBAFileReceiver.asmx?wsdl.

4. Change the first part of the URL from http to https.

   For example, https://contoso/sites/DuetEnterpriseSites/Reports/ _vti_bin/OBAFileReceiver.asmx?wsdl.

5. Give this URL to the SAP administrator.

   If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), add this URL to the “URL to OBAFileReciever for reporting“ row of Table 1, of the worksheet.

6. Give the user name and password of the report publisher account to the SAP administrator.

   If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), this account name and password are listed in the “Report publisher account” row of Table 3 of the worksheet.

Add a Business Data Action

Duet Enterprise provides the Related Links Web Part that appears on several pages in the Duet Enterprise sites. This Web Part displays URLs that are relevant to the external content type that is being used by the page you are working with. The links that appear in the Related Links Web Part are known as Business Data Actions.

For example, if you are working on the CustomerInquiry page, by default the Related Links Web Part displays a URL to open a workspace and a second URL that displays information about pricing. You can use the following steps to add additional Business Data Actions to the Related Links Web Part for specific external content types.

About URLs for Business Data Actions

The URL that you assign to a Business Data Action can be a simple URL, such as www.bing.com, or a URL that requires one or more parameter properties. Typically, URLs that are used to access content on the SAP system, for example a URL to an SAP report template, require parameter properties. To create a Business Data Action that uses a URL with parameter properties, you will need the URL for this action and also the parameter properties for this URL from the SAP administrator.

For URLs that use parameter properties, you must replace the first parameter property in the URL with {0} and the second parameter property (if applicable) with {1} and so on. You will use the Add Parameter button in the following procedure to define the parameter properties that these replaceable parameters represent.

Add a Business Data Action

Perform these steps to add a Business Data Action to a particular external content type.

Note

You must be a Farm Administrator to complete this procedure.

To add a Business Data Action

1. In the Central Administration Web site, on the Quick Launch, click Central Administration.

2. In the Application Management section, click Manage service applications.

3. In the Name column, click the link for the Business Data Connectivity Service Application that you are using for Duet Enterprise.

   If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), the name of this Business Data Connectivity service application is listed in the “BDC service name” row of Table 1 of the worksheet.

4. In the View group of the ribbon, select External Content Types from the list.

5. In the Name column, click the external content type for which you want to add a Business Data Action.

6. In the Actions group of the ribbon, click Add.

7. On the Add Action page, in the Name section, type a name for this new action.

   Tip

   This will be the name of the URL as it appears in the Related Links Web Part.

8. In the URL section, in the Navigate To This URL box, type the URL that you want to use for this Business Data Action.

   Note

   If this URL uses parameter properties, you must replace the parameters with the replaceable parameters described in Add a Business Data Action earlier in this section.

9. In the URL section, select Yes if you want the URL that you specified in step 8 to open in a new Web browser instance.

10. If your URL contains parameter properties, go to step 11, otherwise go to step 14.

11. In the URL Parameters section, click Add Parameter.

12. Select the first Parameter property that you want to use in the URL, represented by {0}, from the Parameter Property box.

13. If the URL uses more than one parameter property, click Add Parameter and then select the parameter property that you want from the Parameter Property box. Repeat this step for each additional parameter property that you want to specify.

14. Click OK.

    The Business Data Action that you created appears in the Actions section of the View External Content Type page.

Verifying the Business Data Action you created

Use the following steps to verify that the Business Data Action that you created works as expected.

To verify the Business Data Action

1. In a browser, open a page that contains the Related Links Web Part and that also uses the external content type for which you created a Business Data Action.

2. A URL for the Business Data Action that you created appears in the Related Links Web Part.

   Tip

   You may need to refresh the browser several times before the Business Data Action that you created appears.

3. Click the URL of the new Business Data Action to verify that it displays the expected content.

Prepare the Tasks Center site

Complete the procedures in this section to finish deploying the workflow solution on the computer that is running SharePoint Server 2010.

Grant users access to workflow tasks

Use this procedure to add the users who will receive the tasks to the Tasks Center (workflow) site and to grant these users permissions to the workflow tasks that you want to enable them to receive. You can add users individually. If you completed all the steps shown in the Synchronize profiles and roles (https://go.microsoft.com/fwlink/p/?LinkId=205815) article, you can add a group of users by adding an appropriate SAP role.

When you use the following procedure to grant users access to the workflow, Duet Enterprise confirms authorization for the requested user to access the SAP workflow elements.

Note

You must be a member of the Site Owners group on the workflow (Tasks Center) site to complete this procedure.

To grant users access to the SAP workflow site for the new task type

1. On the top-level site of the Duet Enterprise sites collection, click Tasks Center.

2. On the Site Actions menu, click Site Settings.

3. On the Site Settings page, locate the SAP Workflow Configuration group, and then select Grant user access to SAP workflow tasks to open the user access list.

4. On the User Access List page, click the Items tab in the List Tools group of the ribbon.

5. On the ribbon, click the down arrow next to New Item, and then click New Item to open the property dialog box for the user access list.

6. On the User Access List dialog box, do the following:

   1. In the Task Name section, select the name of the task that you want to grant access to from the drop-down list.

   2. In the Select Users box, type the name of the user to whom you want to grant access. If you want to grant access to all users who have a certain SAP role, type the name of the role. You can verify the entry that you made by clicking the Check Names button. To browse for a name or role, click Browse.

      Note

      Active Directory Domain Services groups and SharePoint groups are not supported.

   3. In the Effective Date box, enter the date on which you want access to begin for a user. To select a date from a calendar, click the calendar icon.

   4. When you are finished, click OK to return to the User Access List.

Republish the workflow

Complete this procedure to republish workflows that are used on the workflow site. Note that you must republish each workflow that you use. You will need Microsoft SharePoint Designer 2010 to republish the workflows. For information about how to obtain Microsoft SharePoint Designer 2010, see Hardware and software requirements (https://go.microsoft.com/fwlink/p/?LinkId=205818).

Note

You must be a Site Owner on the workflow site or a site collection administrator on the Duet Enterprise Sites site collection to complete this procedure.

To configure SAP workflows in the workflow site

1. In SharePoint Designer 2010, on the Quick Launch, click Sites.

2. In the Open SharePoint Site section, click Open Site.

3. In the Open Site dialog box, in the Site name box, type the full URL for the workflow (Tasks Center) site. For example, http://hostname/sites/DuetEnterpriseSites/Tasks/.

4. Click Open.

5. When the workflow site opens, in the Site Objects pane, click Workflows.

6. On the Workflows tab, select the workflow that you created when you created the workflow site in the previous procedure.

7. On the ribbon, click Publish.

Grant SAP administrator access to the OBAWorkflowService WSDL

Before the workflow site is fully functional, the SAP administrator must create a logical port on the computer that is running SAP NetWeaver and that is bound to the workflow site. To facilitate this, you must grant the SAP administrator a minimum of the Read permission level to the workflow site.

If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), this account is listed in the “Workflow publisher account” row of Table 3 of the worksheet.

For information about how to grant users permissions to a SharePoint site, see Roadmap: Grant permissions for a site (https://go.microsoft.com/fwlink/p/?LinkID=201161).

Provide URL of the OBAWorkflowService WSDL to the SAP administrator

In order for the SAP administrator to create a logical port to support the Workflow solution, you must provide the URL of the OBAWorkflowService Web Service Description Language (WSDL) file for the workflow (Tasks Center) site to the SAP administrator.

Complete this procedure to provide this URL to the SAP administrator.

Note

You must be a member of the Site Owners group on the Tasks Center site or a site collection administrator of the Duet Enterprise Sites to complete this procedure.

Provide OBAWorkflow Service WSDL

1. In a browser, open the top-level site of your Duet Enterprise Sites site collection.

2. Click the Tasks Center tab.

3. In the address box of the browser, change the last part of the URL (default.aspx) to _vti_bin/obaworkflowservice.asmx?WSDL.

   For example, if the URL of the workflow (Tasks Center) site is http://contoso/sites/DuetEnterpriseSites/Tasks.aspx, then the URL to the WSDL page would be http://contoso/sites/DuetEnterpriseSites/Tasks/_vti_bin/obaworkflowservice.asmx?WSDL.

4. In the address box of the browser, change http to https.

   For example, https://contoso/sites/DuetEnterpriseSites/Tasks/_vti_bin/obaworkflowservice.asmx?WSDL.

5. Give the URL to the SAP administrator.

   If you are using the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392), add this to the “URL to OBAWorkflowService for Workflow” row of Table 1 of the worksheet.