c4c Integration Scenarios and Technology PDF
c4c Integration Scenarios and Technology PDF
Module 5: Integration
PUBLIC
SAP Cloud for Customer Experience Workshop
Business requirements and challenges in sales and service
1 2 3
SAP Sales and Service Functional Overview Industry Solutions
Cloud Strategy
Sales & Service Scenarios e.g. Consumer Industries,
Sales & Service Cloud incl. Mobility, Manufacturing, Utilities
Solutions and Key Collaboration,
Differentiators Analytics
4Hands-On Experience
5 Integration Scenarios
6 Architecture, Adaptation,
and Technology Extension, Development
Test-drive SAP Sales Cloud
and Service Cloud Solutions Integrate easily with SAP Key User Tools & Studio,
and Non-SAP Systems Cloud Platform
Transform and simplify your customer engagement with SAP Sales Cloud and Service Cloud
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Content
• SAP Cloud for Customer (C4C) Integration Approach
• Integration with SAP Commerce Cloud / SAP Commerce
• Integration with SAP Marketing Cloud / SAP Marketing
• Integration with SAP CPQ
• Integration with SAP FSM
• Integration with SAP ERP
• Integration with SAP CRM
• Integration with SAP S/4HANA on-premise
• Integration with SAP S/4HANA Cloud
• Integration with SAP Business Warehouse (BI), Integrated Planning (IBP) and Account 360
• Integration with SAP Master Data Governance (MDG)
• Integration with SAP Business One (B1)
• Integration with Application Lifecycle Management (ALM)
• Integration Technology & Connectivity
SAP Marketing Cloud SAP Commerce Cloud SAP Sales Cloud SAP Service Cloud
SAP S/4HANA
SAP CPI / PI B1i SAP CPI / PI SAP CPI SAP CPI / PI SAP CPI / PI
SAP SAP
Marketing Commerce
Cloud Cloud
BACK OFFICE
SAP B1 CRM
ERP Subsidiary
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC CPI: SAP Cloud Platform Integration (fka HCI - HANA Cloud Integration), PI: SAP Process Integration, B1i: Business One integration framework 6
SAP Cloud for Customer – Integration Strategy in General
▪ Cloud based middleware ▪ 100+ pre-packaged and ▪ Rich set of OData ▪ Native support for URL,
for process and data extensible integration and SOAP web HTML and Data mash-
integration technology flows (iFlows) service APIs ups.
Agent System sends status Sales Sales Rep prepares Agent clicks on Sales rep clicks
receives updates to customer, Rep quote, requests mgmt. the Commerce Commerce Storefront
Ticket in customer finds ticket receives approval if needed, Storefront button in the account
queue under “My Account” quote customer finds quote button in the view
request under “My Account” live activity
pane
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC *ASM: SAP Commerce Cloud Assisted Service Module *Available with SAP Commerce 6.6 10
DEMO
From Accounts and Individual Customer: From Service Ticket / Live Activity:
From Contacts:
SAP Commerce via Data Hub SAP ERP via CPI/PI SAP Commerce via Data Hub
Variant A: SAP Commerce is leading system Variant B: ERP is the leading system
In this scenario SAP ERP is not used Customer uses SAP Commerce & SAP ERP
Customer master data is owned by SAP Commerce ERP exchanges master data with C4C & SAP
and gets replicated to C4C via Commerce Data Hub Commerce via existing integration scenarios
Other data like product master or catalog information Data Hub is used as middleware for SAP Commerce
are not synchronized to C4C CPI / PI is used as middleware for C4C
ERP IDs uniquely identifies customers
across all three systems.
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Data Integration Concepts between C4C and SAP Commerce Scenario 3:
Synchronization of Customer Master Data
In the Business
Configuration activate the
SAP Commerce In the Administrator
integration workcenter configure the
deep-link integration to the
Commerce Storefront
Example of a
C4C notification
rule
Once a Support Ticket is
By clicking on the link, the
created / updated in SAP
customer navigates to the
Commerce, C4C sends out
ticket in the “My Account”
a confirmation email to the
area in SAP Commerce
customer
https://help.sap.com/cloud4customer
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SAP Cloud
Factsheet Display
Platform Integration
Campaign
Execute as sales initiative (e.g. create leads,
appointments, phone activities and tasks)
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https://rapid.sap.com/bp/BP_CLD_MKT
https://api.sap.com, https://api.sap.com/shell/integration
http://scn.sap.com/community/rds-hybris/blog/2016/07/15/how-to-extend-your-marketing-solution-in-an-
integrated-sap-hybris-cloud-for-customer-scenario
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Integration with SAP CPQ
SAP CPQ Embedded and Integrated with C4C
Integration for B2B Sales with SAP Sales Cloud Order Fulfilment in SAP | Process View
Create Quote header in C4C related to Read-only C4C Read-only C4C Read-only C4C
Opportunity, Account, Activity, or from Quote Quote Quote
scratch
To view CPQ Quote
use standard C4C
search and hyperlink
navigation that leads
(optional: add items to CPQ mashup
to C4C Quote)
Variant
Configuration
(Sales)
SAP ERP Order
SAP Cloud
Platform or S/4HANA
Configuration and
Pricing Service
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Integration of SAP CPQ (Configure Price Quote)
SAP CPQ was formerly CallidusCloud CPQ
You can create a new SAP
CPQ Quote from anywhere in
SAP Cloud for Customer
(C4C), such as an Account,
Activity, Ticket, or Opportunity.
Products Employee
Customers & Contacts
Registered Products
SAP FSM
Items Employee
FSM to C4C
• FSM service call is replicated to
C4C ticket.
• Updates to service call are
replicated to ticket
(mapped/relevant fields)
C4C to FSM
• Ticket part item added in C4C is
replicated to FSM as Reserved
Material
FSM to C4C
• Activity added in FSM is
replicated to C4C.
FSM to C4C
SAP ERP
SAP ERP
Internal Order / Reference to Contract
Sales Service
Pricing Quote Delivery Contract Contract Billing Request Invoice Revenue
Sales Customer
Order Invoice Goods Issues from Technical Stock Cost
Service
Facade
Time Sheet Adv. Shipment Goods Issue Cost
(CATS)
Timesheet (CATS) Cost
▪ External pricing supporting the full pricing flexibility of ERP SD
▪ Real-time integration of transactional data like opportunity, quote Sales Purchase Purchase
Order Requisition Order
and sales order requests etc.
• Action “Request External Pricing” returns Free Goods from On-Premise system (CRM or ERP).
• Free Goods Determination supports EXCLUSIVE (buy ten and get one free) and INCLUSIVE (buy 10
and pay only 9) determinations.
Opportunity
Quotation
Sales Order
Work Ticket
Step 2: Release
to ERP
Step 1: Do the Advanced Item Determination Step 3: See full Doc Flow
(Processing and Invoicing Methods) (Sales Order, Invoice, Outbound Delivery)
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Highlights This package provides you with various How-to-Guides (HTG), that you can use for integrating your SAP Cloud for Customer
Integrate SAP Cloud for Customer to other solution with other SAP solutions, leveraging either SAP HANA Cloud Platform, integration service or SAP NetWeaver Processs
SAP Solutions quickly Integration (PI) as middleware.
Contrary to other SAP Best Practices packages, the How-To-Guides for integration with CRM and ERP are not meant to be used
stand-alone, but only in conjunction with the corresponding integration guides/documentation. Before starting off your integration
Solution Details project, we therefore strongly recommend that you visit the SAP Cloud for Customer Blog on the SAP Community Network, where
you can get more background information and links to the integration guides mentioned.
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The package contains the following how-to-guides:
• Integration of C4C with CRM via HCI (how-to-guide)
• Integration of C4C with ERP via HCI (how-to-guide)
Related Solutions
• Integration of C4C with CRM via PI (how-to-guide)
• Rapid data migration to cloud solutions
from SAP • Integration of C4C with ERP via PI (how-to-guide)
• SAP Cloud for Customer integration with
• Integration of C4C with SAP Business One (full configuration guide)
SAP ERP rapid-deployment solution
Highlights The package contains documentation on how to integrate SAP Cloud for Customer with SAP ERP via
Integrate SAP Cloud for Customer with SAP HCI or SAP NetWeaver PI. Following the configuration guide you will be able to manage your sales-
ERP quickly process in SAP Cloud for Customer leveraging SAP ERP back-end data.
“With SAP Service Cloud, we have a deeper understanding of the type of work being referred to our
agents and can compare service delivery, monitor whether referral to a particular agent was
successful, and, if needed, move the job to another agent to assist the customer.”
Stephen Foley, Chief Information Officer, Rheem Australia Pty. Ltd.
Objectives
Company
GETRAG • Gain a more comprehensive overview of sales processes, projects, and reporting to improve collaboration Faster
• Reduce the complexity of administrative processes in the sales department Reporting, quotation
Headquarters management, and lead
Untergruppenbach, Germany Why SAP management
• SAP® Sales Cloud solution, which offers one of the best values of all cloud sales applications on the market
Industry • Consistent user experience across all devices
Automotive • Personalized features and customization for reduced complexity Simplified
• Integration into other solutions from SAP Sales processes and IT
Products landscape
Transmission systems for cars Resolution
and light commercial vehicles • Stabilized business processes with instant notifications if any step has been overlooked
Employees
• Better tracking of project development in real time on all devices for the entire team, avoiding bulky e-mail
exchanges
Accurate
Data, reports, and decision
13,500 • Improved scalability with features and user licenses that can be added or removed as needed documents
“SAP Sales Cloud will help us focus on our projects and customers. All team members will
work together more effectively, asking questions and providing feedback in real time. It will create
a collaborative work environment.”
Dirk Bergner, CIO and VP of Business Process Management, GETRAG
Company
Royal Cup Coffee and Tea
Objectives
• Provide greater insight into customer needs so the sales team can be more proactive in offering solutions, including 30%–40%
solutions that customers may not know they need Expected revenue growth
Headquarters • Modernize the company's IT environment to deliver a faster, more responsive customer experience
Birmingham, Alabama • Simplify and accelerate data collection and sharing to provide an accurate, real-time look into the sales pipeline
Partner
Knack Systems “SAP Sales Cloud is helping us simplify by connecting so many disparate processes, whether it be e-mail
knacksystems.com or contact management, key account management, or pipeline management. The simplification makes us
more competitive because we're able to focus more on what we do best.”
Bill Beasley, Sales Support Director, Royal Cup Coffee and Tea
▪ In such a “hybrid CRM” model, objects ▪ C4C can act as an immediate “mobile layer” on
are bi-directionally synchronized between top of CRM
the systems
▪ For the end users, C4C and CRM
▪ Real-time integration of master data e.g. seem to be “ONE” system as such
accounts, account hierarchies, prospects,
▪ Customers can leverage their
competitors, contacts, territory assignments,
existing investments in CRM,
products, employees, social media profiles,
but use innovations being
marketing attributes
delivered constantly in C4C
▪ Full integration of transactional data e.g.
campaign headers, leads, opportunities,
activities, service requests / tickets with real-
time pricing for sales quotes and sales orders
SAP CRM
Campaign
Lead Ticket
Header
SAP CRM
Sales Customer
Activity Promotion Opportunity Pricing
Order Invoice
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SAP S/4HANA
SAP S/4HANA
Internal Order / Reference to Contract
Sales Service
Pricing Quote Delivery Contract* Contract Billing Revenue
Invoice
Request
Sales Customer Time Sheet
Cost
Order Invoice (CATS) Goods Issues from Technical Stock
Service
Facade
Cost
Basis of the diagram is the C4C-ERP integration Adv. Shipment Goods Issue
Blue boxes/arrows are available with C4C 1605 and S/4HANA Enterprise 1511 FPS2 Cost
Timesheet (CATS)
Green boxes/arrows are available with C4C 1611 and S/4HANA Enterprise 1610 FPS0
Purple boxes/arrows are available with C4C 1702 and S/4HANA Enterprise 1610 FPS1 Sales Purchase Purchase
Order Requisition Order
Red boxes/arrows are available with C4C 1705 and S/4HANA Enterprise 1610 FPS2
• White boxes / orange arrows are NOT yet available
• S/4HANA object references included in C4C Document Flow, Print Preview available in C4C
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Demo
Highlights The package contains documentation on how to integrate SAP S/4HANA with SAP Cloud for Customer
Integrate SAP S/4HANA with SAP Cloud for via SAP PI or SAP Cloud Platform Integration. By following the configuration guide you will be able to
Customer manage accounts and opportunities and handle work-tickets in SAP Cloud for Customer leveraging SAP
S/4HANA data.
Solution Details
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Opportunity Legend:
Online
Pricing for Blue items are available since C4C 1605 and
net value Sales
Quote
S/4HANA Cloud 1605
Online
Pricing with Green boxes/arrows available since C4C
ATP & Credit
Limit Check 1708 and S/4HANA Cloud 1708
• White boxes are NOT yet available
• Attachments are NOT yet integrated
Delivery
Sales Customer
Pricing
Order Invoice
Objectives
Company
Pregis Corporation Upgrade sales and customer management systems to more-effectively personalize and enhance 16 weeks
customer experiences to increase lifetime value To implement on schedule
Headquarters Provide proactive, relevant service to a diverse clientele and within budget
Deerfield, Illinois Simplify and integrate disparate systems across departments to unify operations
Industry
Mill Products – protective
Why SAP
Enabled a phased approach for digital transformation
360-degree
View of each customer account
packaging Provided an integrated solution to enable the company to Run Simple and satisfy customers
Benefits
Employees
1,000 More-informed decision making using instant reports to the executive team that increase visibility into Simplified
sales and customer support Data analysis for more-effective
Revenue Enhanced agility with a simplified platform that allows real-time data sharing among sales, customer selling
service, and business leaders
US$1 billion
Greater efficiency due to the elimination of duplicate data entry
Web Site
www.pregis.us/Home.aspx
Partner “Now we have a data repository that is a single source of truth and accessible to the whole organization.
The Principal Consulting Inc. (TPC) This is an enormous improvement over our previous system, which often required work-arounds.”
www.tpcus.com Bob Border, Vice President and CIO, Pregis
https://cx.sap.com/de/downloads/video/pregis-sap-s4hana-hybris-c4s/451
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45308 (16/08) This content is approved by the customer and may not be altered under any circumstances.
Integration with SAP Business Warehouse
(BI), SAP Integrated Planning (IBP) and
Account 360
Reporting Data Transfer to SAP Business Warehouse (Outbound)
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SAP Business Intelligence Mashup Example
• HTML mash-up to show dashboard with BI / BW information consolidated for a specific account
• ERP Customer ID or CRM Customer ID on account header passed as parameter to the Mash-up
BW Infoprovider:
Infocube, DSO,
Data Source and Report / Multiprovider, Infoset,
Embedded Components Hybrid Provider
Transfer to DB Table
Packaged bi-directional Business Partner replication between SAP Cloud for Customer and SAP MDG
In case a Business Partner cleansing and consolidation process is triggered in SAP MDG then a merge
case is created in SAP Cloud for Customer .
SAP Cloud for Customer automatically marks the oldest record (based on creation date) as the golden
record and executes the merge process.
Distribution of ID mapping from SAP MDG to SAP Cloud for Customer
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SAP Cloud for Customer – SAP Master Data Governance (MDG) Integration
Detailed Process View
1 Create new customer DEF Corp. in C4C
BP
BP1000,
1000,DEF
DEFCorp.,
Corp.,MDG
MDG5001
5001
BP
BP1000,
1001,
BPBP DEF
1001,ABCCorp.,
ABC
1000, Corp.,MDG
Corp.,
DEF MDG
MDG
Corp., 5001
5000
MDG5000
5001 BP 2000, ABC Corp. business with new customer can start at once
BP
BP1001,
BP1002,ABC
1002,
BP DEFCorp.,
DEF
1001, Corp.,
Corp.
ABC MDG
MDG
Corp., 5000
50015000
MDG BP 2001, DEF Corp.
2 Send customer to MDG via SOA Service
1
3 Start Consolidation. Match found against BP
Hybris C4C 7 ERP in MDG / C4C, merge data.
4 Activate data on MDG Hub, enhance Key
Mapping for existing customer resulting in two
5 6 6 5
mappings towards C4C.
2 BP 5000: ERP 2000
BP 5000:C4C
ERP1001
2000 5
Replicate customer data from MDG Hub to
BP 5001: ERP
C4C2001
1001 all connected client systems
BP 5000, ABC Corp. BP 5001:C4C
ERP1000
2001
BP 5001, DEF Corp. C4C
C4C1002
1000 Replicate key mapping to all client systems
6
Schedule automated deletion of obsolete business partners, such as, contacts, employees, and private
accounts. You can also check the status of all the obsolete business partner removal runs performed in
the background.
In the Administer Obsolete Business Partner Removal Runs common task you can schedule the runs
immediately, or set a recurrence to continuously purge obsolete business partners from the system.
Business Sales
Item BP Contact Pricing
Partner Order
B1 Application Integration
Server Framework (B1i)
Integration
Package
Database
(SAP HANA or MS SQL)
The integration content is provided through the Integration Framework of SAP Business One (B1i).
B1i is a lean middleware which enables SAP B1 to publish or send data to external systems, and to consume or
access data from external data providers using standard protocols.
The integration package offers B1 specific message mappings and a configuration guide (Best Practice Guide,
available in March 2016 with V9.1602) which can be downloaded from SAP Service Marketplace.
Prerequisites: B1 version 9.1 or higher, B1i version 1.22.1 or higher including DI Proxy and Event Sender
https://launchpad.support.sap.com/#/notes/0002221527 https://rapid.sap.com/bp/RDS_CFC_ERP
Monitoring Tracking
Get a detailed status overview per Search and track single messages
cloud service/business systems on based on specific business
the incoming/outgoing messages context attributes like Order
for different interfaces Number.
Alerting Analytics
Inform Integration Owner about
critical issues during data Get an overview on historical data
exchange. Get an overview on for the different integration types
scenario related alerts. Use to identify trends and compare
forward navigation to analyze the different time periods.
alerts in the Alert Inbox.
• Overview
• FAQ
▪ Pre-built adapters
▪ Community marketplace
SAP 3 rd Party 3 rd Party
On-Premise On-Premise Cloud Solutions
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SAP Cloud for Customer – Packaged Integration
Packaged Integration Content for SAP Cloud Platform Integration
▪ iFlows are standard integration content from SAP ▪ User defined functions required for standard
integration delivered. Can be customize by customers.
▪ iFlows run on SAP Cloud Platform Integration
(CPI) and SAP Process Integration (PI) ▪ iFlows contain predefined mappings with 100+ fields
mapped, user defined functions, and routing rules.
▪ Each iFlow contains logical and technical routings
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SAP Cloud Platform Integration Content (1/2)
Modification-free Extensions for Integration Flows (iFlows)
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SAP Cloud Platform Integration Content (2/2)
Modification-free Extensions for Integration Flows (iFlows)
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SAP Cloud Platform Integration, Data Services
Allows integration via files (e.g. XML, CSV) and database connectivity (SQL)
• On premise agent for access to on-premise sources like files (XML or CSV), databases and SAP Business Suite (ABAP)
• Flexible web-based user interface to define mappings, execute tasks and monitor the data load
• Built-in scheduler for scheduled data loads, or use any external scheduler to start data loads through a Web service call
• Bi-directional data transfer on-premise to cloud and cloud to on-premise
ERP
SAP Cloud
Integration
OnPrem Agent
Platform
Webservice
https Data Load
Databases SAP Cloud for
Customer
Files Extract
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SAP Cloud Platform Integration – Technical View
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OnPremise SAP/ 3rd party systems
Scenarios Delivered as SAP PI Content (ESR)
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Open API’s
C4C OData API supports integration and extension use-cases
Extension Apps (SAP Cloud Platform etc.) Wearables ▪ SAP and 3rd party application integration
e.g. Customer/Partner Portal e.g. Apple Watch
▪ SAP Cloud Platform based extensions
by customers, partner and SAP
IoT
▪ Excel integration with native OData
e.g. Drones
App Integration adapter
MS Excel
e.g. Commerce, SF etc. ▪ Wearables scenario
…….
▪ IoT integration scenarios
▪ Standard C4C OData API allows bi-
directional access to majority of the
business data (including Sales, Service
and Master Data)
OData
▪ Tooling to easily create (OData Editor)
and test (OData Console) custom OData
services in C4C
SAP Cloud for Customer
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Open API’s
C4C OData APIs – Flexible, Secure, and Developer friendly
Query Option Example (URI excerpt) Description
▪ HTTPS, $inlinecount
/OpportunityCollection?$top=10&$inlinecount= Returns the top 10 opportunities and also returns the
allpages total number of opportunities.
▪ Basic Authentication,
/OpportunityCollection?$orderby=CloseDate First performs an orderby on the Opportunities and then
▪ OAuth SAML bearer flow $orderby
desc&$top=10 selects the top 10 in a descending order.
Developer friendly
Returns Customer entries with at least one of the
▪ Object navigation, $search /CustomerCollection?$search='Porter'
search enabled fields contain the word 'Porter'
▪ Server based pagination, /OpportunityCollection?$select=OpportunityID, Returns Opportunity entries but only 2 attributes
$select
AccountID OpportunityID and AccountID
▪ Batch processing,
$skip /OpportunityCollection?$skip=10 Skips the first 10 entries and then returns the rest
▪ Support for delta updates
Returns top 2 Opportunities. 'Top 2' is defined by server
$top /OpportunityCollection?$top=10
logic here
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Technical Connectivity: Reverse Proxy vs. SAP Cloud Connector
When you connect SAP Cloud for Customer (sender) to an on-premise system (receiver) you need to interconnect either a reverse proxy or an SAP HANA Cloud
Connector between the on-premise system and the middleware (SAP Cloud Platform Integration). To decide which option is the best one for your use case, refer to the
following table.
Advantages When Using Reverse Proxy Advantages When Using SAP Cloud Connector (SAP Cloud Platform)
Existing reverse proxy and demilitarized zone (DMZ) infrastructure can be reused No inbound ports pointing to the on-premise network need to be opened.
for cloud scenarios: No additional components need to be operated on-premise. Firewall and DMZ remain unchanged (for example, no additional IP white-listing).
Direct attacks (for example, DDOS) from the Internet are not possible.
IT-based, centralized approach with more re-use potential, independent of SAP De-central, simple solution that can be administered by LOBs and subsidiaries
Cloud Platform (SCP) or SAP Cloud Platform Integration infrastructure (CPI)
Usage for other cloud scenarios besides SAP Cloud Platform Integration Usage for other SCP-related scenarios, for example, extension apps, possible
connectivity of backends
Additional capabilities might be provided by the reverse proxy (load balancing, Synchronous native RFC-client call from SCP supported in addition (that means,
application gateway, rules, and so forth, depending on the used product). outside CPI)
Several reverse proxy instances per target landscape in one CPI tenant Propagation of cloud user identity to on-premise system is supported.
Monitoring and control included in the IT processes, tools and concepts. Monitoring and control native in SCP (for example, SAP HANA Cloud Cockpit,
User, Security)
Re-use of existing license, but separate license needed of a reverse proxy is not License comes with SAP Cloud Platform Integration Standard / Professional
used yet. Edition.
Third party support needed, except if the SAP Netweaver Web Dispatcher is SAP support in case of issues or feature requests.
used as reverse proxy.
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Single Sign-On (SSO) for SAP Cloud for Customer (C4C)
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