DUN & BRADSTREET

D&B360
SAP Cloud for Customer Setup Guide

Version 1.0

PREPARED ON MONDAY, MARCH 16, 2015

D&B®, Dun & Bradstreet®, DUNSRight® Quality Process, D-U-N-S® Number, www.dnb.com®, WorldBase® and the
D&B logo are registered marks in the U.S., and in other countries, of Dun & Bradstreet, Incorporated.

D&B360 is a trademark(s) or registered trademark(s) of Dun and Bradstreet, Incorporated.

Other trademarks used herein are the trademarks or registered trademarks of their respective owners.

This document is a work of authorship that belongs to Dun and Bradstreet, Incorporated and is protected by United States
and foreign copyright laws and international copyright treaties. The use of the software and this Documentation is governed by
the Dun and Bradstreet Incorporated software license agreement.

This document is subject to change. For the most recent copy of these materials, please visit http://docs.dnb.com/360.html

© Dun & Bradstreet, Inc. 2015. All rights reserved.

ABOUT DUN & BRADSTREET

Dun & Bradstreet (NYSE: DNB) grows the most valuable relationships in business. By uncovering truth and meaning from data, we connect
customers with the prospects, suppliers, clients and partners that matter most, and have since 1841. Nearly ninety percent of the Fortune
500, and companies of every size around the world, rely on our data, insights and analytics. For more about Dun & Bradstreet, visit
DNB.com.
 Contents

Introduction 1-1

System Requirements 1-1

Installation Instructions 2-1

Enabling D&B360 Communication Scenarios 2-1

Communication Arrangements 2-3

Creating the D&B360 Administration Role 2-7

Assigning the Business Role 2-9

Creating the D&B360 Main Mashup 2-10

Creating the Account HTML Mashup 2-12

Creating the Contact HTML Mashup 2-13

Making the D&B360 Account Mashup Visible on an Account Screen 2-15

Making the D&B360 Contact Mashup Visible on a Contact Screen 2-17

Running the D&B360 Registration Endpoint 2-19

Parameter Examples 2-21

D&B360 | © DUN & BRADSTREET, INC. 2015 III

 Introduction

This guide walks through the steps for configuring the SAP Cloud for Customer CRM for integration with
D&B360.

System Requirements
l IE9 or greater
l SAP Cloud for Customer UI Version: 1408 and higher
l Silverlight version 5 (5.1.30514.0) or later
o It is recommended that you use the latest version of Silverlight. You can download the latest

version of Silverlight from: http://www.microsoft.com/silverlight/.

D&B360 | © DUN & BRADSTREET, INC. 2015 INTRODUCTION 1-1

 Installation Instructions

D&B360 integration with the SAP Cloud for Customer CRM incorporates the following steps:

l Setting up Communication Scenarios

l Setting up a D&B360 Administrator Role
l Assigning the business  role
l Configuring Mashups
l Registering D&B360 for access

The following sections will illustrate the process of completing these steps.

Enabling D&B360 Communication Scenarios

1. On the Top Menu, select BUSINESS CONFIGURATION -> IMPLEMENTATION PROJECTS.

2. Select the First Implementation row and click Edit Project Scope.

D&B360 | © DUN & BRADSTREET, INC. 2015 INSTALLATION INSTRUCTIONS 2-1
 3. On the 1 Country and Type of Business screen, click Next.

4. On the 2 Implementation Focus screen, click Next.

D&B360 | © DUN & BRADSTREET, INC. 2015 INSTALLATION INSTRUCTIONS 2-2
 5. On the 3 Scoping screen, expand the Communication and Information Exchange node from the tree,
and then expand Integration with External Applications and Solutions, please select (check) the option
for Additional information for business partner.

6. Click Next.
7. Click Next through the following screens:  4-Questions, 5-Review and 6-Confirmation.

Communication Arrangements
This section will specify the process for setting up Communication Arrangements for each of the following 3
scenarios:

l Business Role Management Integration

l Query Identity To Get Roles
l External Business Partner Info-Integration

1. On the Top Menu, select ADMINISTRATOR -> GENERAL SETTINGS and click on Communication
Arrangements.

D&B360 | © DUN & BRADSTREET, INC. 2015 INSTALLATION INSTRUCTIONS 2-3
 2. Click on New.

3. On the 1 Select Scenario Screen, select Business Role Management Integration row and then click on
Next.

4. On the 2 Define Business Data screen, select the user account that the D&B360 application will use to
access the C4C instance.

D&B360 | © DUN & BRADSTREET, INC. 2015 INSTALLATION INSTRUCTIONS 2-4
 5. On the 3 Define Technical Data screen, select the Authentication Method: User Id and Password and
then click on Next.

6. On the 4 Review screen, please click on Finish.

D&B360 | © DUN & BRADSTREET, INC. 2015 INSTALLATION INSTRUCTIONS 2-5
 7. You will get a confirmation screen similar to the following:

8. On the top side of your screen, click on the refresh icon to update the list.
9. If the Communication Scenario we have just created is In Preparation Status, select the row and click
on Activate.

10. Repeat steps 1-8 to create a Communication Arrangement for the “Query Identity To Get Roles”
scenario.
a. In step 3 , select the “Query Identity To Get Roles” scenario.

11. Repeat steps 1-8 to create a Communication Arrangement for the “External Business Partner Info-
Integration” scenario.
a. In step 3 , select the “External Business Partner Info-Integration” scenario.

D&B360 | © DUN & BRADSTREET, INC. 2015 INSTALLATION INSTRUCTIONS 2-6
 Creating the D&B360 Administration Role
1. On the top menu, please select ADMINISTRATOR -> GENERAL SETTINGS and then click on
Business Roles.

2. Click on New and select Business Role.

3. Enter the following information:

l Business Role Id: D&B_ADMIN_ROLE

l Business Role Name: D&B_ADMIN_Role

4. Click Save.

D&B360 | © DUN & BRADSTREET, INC. 2015 INSTALLATION INSTRUCTIONS 2-7
 5. Select menu Actions and click Activate.

6. Select the D&B_ADMIN_ROLE row and click Edit.

7. Click Copy and then From User.

D&B360 | © DUN & BRADSTREET, INC. 2015 INSTALLATION INSTRUCTIONS 2-8
 8. Select your user and click OK to Save your Role.

Assigning the Business Role

1. On the top menu, select ADMINISTRATOR -> GENERAL SETTINGS and then click on Business
Users.

D&B360 | © DUN & BRADSTREET, INC. 2015 INSTALLATION INSTRUCTIONS 2-9
 2. Select the business user row you want to assign the business role to and then click Edit and select
Access Rights.

3. Select the Business Role Assignment tab on the Available Business Roles section. Select the checkbox
for D&B360_ADMIN_ROLE Business Role to assign it. Click Save.

Creating the D&B360 Main Mashup

1. Create a New HTML Mashup with the Mashup Settings configuration:
Navigate to ADMINISTRATOR -> MASHUP AUTHORING and click on New -> HTML Mashup.

Mashup Settings
Mashup Category
Business & Finance

Port Binding
DNB360 Mashup Integration

Mashup Name
D&B360

Description (optional)
D&B360 Main

Status
Active

Configuration Information

D&B360 | © DUN & BRADSTREET, INC. 2015 INSTALLATION INSTRUCTIONS 2-10
 Mashup Settings
Type
URL

URL
https://dnb360agent.hoovers.com/DNB360UIAgent/content/DnB360/html/index.html#/auth

Height
600

2. Add the parameters. It’s important to use the correct case on the parameter values for "Name" and
"Constant".

Name Constant Parameter Binding Mandatory

platform SAP
tpcid <User ID supplied by D&B>

example: BC8F3A6AE4-4865-78DA-
3C4B428992C22
crmurl my309782.vlab.sapbydesign.com

(C4C URL without protocol and port)

port 443

(C4C URL port)

protocol https

(C4C URL protocol)

authenticationmode Basic
orgid my309782

(C4C URL tenant name)

authenticationhost null
userid UserAlias
employee UserHCMEmployeeID

D&B360 | © DUN & BRADSTREET, INC. 2015 INSTALLATION INSTRUCTIONS 2-11
 Creating the Account HTML Mashup

1. Create a New HTML Mashup with the following configuration:

Navigate to ADMINISTRATOR -> MASHUP AUTHORING and click on New -> HTML Mashup

Mashup Settings
Mashup Category
Business & Finance

Port Binding
DNB360 Mashup Integration

Mashup Name
D&B360 Account

Description (optional)
D&B360 Account

Status
Active

Configuration Information
Type
URL

URL
https://dnb360agent.hoovers.com/DNB360UIAgent/content/DnB360/html/crm-entity.html#/auth

Height
500

2. Add the parameters. It’s important to use the correct case on the parameter values for "Name" and
"Constant".

D&B360 | © DUN & BRADSTREET, INC. 2015 CREATING THE ACCOUNT HTML MASHUP 2-12
 Name Constant Parameter Binding Mandatory

platform SAP
tpcid <User ID supplied by D&B>

example: BC8F3A6AE4-4865-78DA-
3C4B428992C22
crmurl my309782.vlab.sapbydesign.com (C4C URL
without protocol and port)
port 443

(C4C URL port)

protocol https

(C4C URL protocol)

authenticationmode Basic
orgid my309782

(C4C URL tenant name)

authenticationhost null
typeEntityName account
userid UserAlias
employee UserHCMEmployeeID
entityId EntityId

Creating the Contact HTML Mashup

1. Create a New HTML Mashup with the following configuration:
Navigate to ADMINISTRATOR -> MASHUP AUTHORING and click on New -> HTML Mashup

Mashup Settings
Mash-up Category
Business & Finance

Port Binding
DNB360 Mashup Contact

Mashup Name
D&B360

Description (optional)
D&B360 Contact

Status
Active

D&B360 | © DUN & BRADSTREET, INC. 2015 CREATING THE ACCOUNT HTML MASHUP 2-13
 Mashup Settings
Configuration Information
Type
URL

URL
https://dnb360agent.hoovers.com/DNB360UIAgent/content/DnB360/html/crm-entity.html#/auth

Height
500

2. Add the parameters. It’s important to use the correct case on the parameter values for "Name" and
"Constant".

Name Constant Parameter Binding Mandatory

platform SAP
tpcid <User ID supplied by D&B>

(example: BC8F3A6AE4-4865-78DA-
3C4B428992C22)
crmurl my306504.vlab.sapbydesign.com

(C4C URL without protocol and port)

port 443

(C4C URL port)

protocol https

(C4C URL protocol)

authenticationmode Basic
orgid my306504

(C4C URL tenant name)

authenticationhost null
typeEntityName contact
userid UserAlias
employee UserHCMEmployeeID
entityId EntityId

D&B360 | © DUN & BRADSTREET, INC. 2015 CREATING THE ACCOUNT HTML MASHUP 2-14
 Making the D&B360 Account Mashup Visible on an
Account Screen

1. From the top menu, select CUSTOMERS and then ACCOUNTS. Select any existing account. From the
Personalize menu option, select This Screen.

2. Select the Mashups and Web Service section and select D&B360 Account Mashup and enter the
following properties:
l Appearance: Embedded Near Untitled Section

l Full With: Checked

D&B360 | © DUN & BRADSTREET, INC. 2015 MAKING THE D&B360 ACCOUNT MASHUP VISIBLE ON AN ACCOUNT SCREEN 2-15
 3. Click on Save and close the Personalize section.

D&B360 | © DUN & BRADSTREET, INC. 2015 MAKING THE D&B360 ACCOUNT MASHUP VISIBLE ON AN ACCOUNT SCREEN 2-16
 Making the D&B360 Contact Mashup Visible on a
Contact Screen

1. From the top menu, select CUSTOMERS and then CONTACTS. Select any existing contact. From the
Personalize menu option, select This Screen.

2. Select the Mashups and Web Service section. Select D&B360 Account Mashup and enter the following
properties:
l Appearance: Embedded Near Untitled Section

l Full With: Checked

D&B360 | © DUN & BRADSTREET, INC. 2015 MAKING THE D&B360 CONTACT MASHUP VISIBLE ON A CONTACT SCREEN 2-17
 3. Click on Save and close the Personalize section.

D&B360 | © DUN & BRADSTREET, INC. 2015 MAKING THE D&B360 CONTACT MASHUP VISIBLE ON A CONTACT SCREEN 2-18
 Running the D&B360 Registration Endpoint

URL: https://dnb360agent.hoovers.com/DNB360UIAgent/rest/agent/registration

Method: POST

HEADERS

TPCID: BC8F3A-6AE4-4865-78DA-3C4B428992C22

(TPCID value is provided in the D&B360 Welcome mail, User Name)

PLATFORM: SAP

Content-Type: application/json

Payload:

{
"credentials": [
{"type": "CRM","username": "<CRM_username>","password":
"<CRM_password>"},
{
"type": "MAX_CV",
"username": "<MaxCV_username>",
"password": "<MaxCV_password>"
}
],
"roles": [
{
"id": "D&B_ADMIN_ROLE",
"name": "D&B_ADMIN_ROLE",

D&B360 | © DUN & BRADSTREET, INC. 2015 RUNNING THE D&B360 REGISTRATION ENDPOINT 2-19
 "access": true,
"features": {
"preventDuplicates": true,
"isAdmin": true
}
}
]
}

D&B360 | © DUN & BRADSTREET, INC. 2015 RUNNING THE D&B360 REGISTRATION ENDPOINT 2-20
 Parameter Examples
CRM Credentials: In this example we will use the CRM credentials that were used to set up the
Communication Arrangements:

<CRM_username> = _MARKETO
<CRM_password> = ExampleCRMPassword

MaxCV Credentials: For the following elements we will use the Username and Password that were provided
in the D&B360 Welcome email.

<MaxCV_username> = BC8F3A-6AE4-4865-78DA-3C4B428992C22
<MaxCV_password> = ExampleMaxCVPassword

After replacing the values the body should see like this:

{
"credentials": [
{"type": "CRM","username": "MARKETO","password":
"ExampleMaxCVPassword"},
{
"type": "MAX_CV",
"username": "BC8F3A-6AE4-4865-78DA-3C4B428992C22",
"password": "ExampleMaxCVPassword"
}
],
"roles": [
{
"id": "D&B_ADMIN_ROLE",
"name": "D&B_ADMIN_ROLE",
"access": true,
"features": {
"preventDuplicates": true,
"isAdmin": true
}
}
]
}

D&B360 | © DUN & BRADSTREET, INC. 2015 RUNNING THE D&B360 REGISTRATION ENDPOINT 2-21
Dun & Bradstreet
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Short Hills, N. J. 07078

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© Dun & Bradstreet, Inc. 2015. All rights reserved.