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Master Guide
SAP Business Communications Management
Target Audience
■ Consultants
■ System Administrators
■ Salespeople
PUBLICDocument version: 3.0 – 2012-03-08
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Document History
CAUTION
Before you start the implementation, make sure you have the latest version of this document.
You can find the latest version at the following location: http://service.sap.com/instguides
SAP Solution Extensions SAP Business Communications Management
The following table provides an overview of the most important document changes.
Version Date Description0.0 2011-06-06 Initial version
1.0 2011-10-12 SP01 version
2.0 2011-12-08 SP02 version
2.0 2012-03-08 SP03 version: Integration Interfaces chapter returned
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Table of Contents
Chapter 1 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.1 About This Document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.2 Important SAP Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Chapter 2 BCM Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2.1 Software Units of BCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72.2 Software Component Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2.3 System Landscape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2.3.1 Simple Contact Center System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
2.3.2 Large Contact Center System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
2.4 Implementation Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
2.5 Overall Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
2.5.1 Gathering Customer Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
2.5.2 Planning Server Roles and Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
2.5.3 Planning System Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
2.5.4 Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.5.5 Software Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Chapter 3 Business Scenarios of BCM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.1 Functional Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.1.1 Contact Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.1.2 Telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
3.1.3 Sending and Receiving Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183.1.4 Presence Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
3.1.5 Mobile Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
3.1.6 Outbound Campaign Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
3.1.7 Reporting and Online Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
3.1.8 Administration Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
3.2 Integration Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
3.2.1 Client-Side Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
3.2.1.1 ClientCOM Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
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3.2.1.2 ClientCore Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
3.2.2 Configuration Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
3.2.2.1 Administration and Configuration Interface (ACI) . . . . . . . . . . . . . . . . . . . . . 22
3.2.3 Operational Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
3.2.3.1 Directory and Availability Interface (DAI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
3.2.3.2 Chat Portal Interface (CPI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
3.2.3.3 External IVR Interface (EII) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
3.2.3.4 Online Interaction Interface (OII) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
3.2.3.5 Presence Synchronization Interface (PSI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
3.2.3.6 Quality Monitoring Interface (QMI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
3.2.3.7 Task Manager Interface (TMI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
3.2.4 Reporting Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
3.2.4.1 License Reporting Interface (LRI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
3.2.4.2 Reporting Data Interface (RDI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Chapter 4 References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
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1 Getting Started
1.1 About This Document
This Master Guide is the central starting point for the technical implementation of SAP Business
Communications Management (later referred to as BCM).
Use the Master Guide to get an overview of BCM its software units, and its scenarios from a technical
perspective. The Master Guide is a planning tool that helps you to design your system landscape. It
refers you to the required detailed documentation, mainly:
■ Installation Guide
■ Upgrade Guide
■ SAP Notes
■ SAP Library documentation
NOTE
Constraints:
■ The business scenarios that are presented here serve as examples of how you can use SAP
BCM software in your company. The business scenarios are only intended as models and donot necessarily run the way they are described here in your customer-specific system
landscape. Ensure to check your requirements and systems to determine whether these
scenarios can be used productively at your site. Furthermore, we recommend that you test
these scenarios thoroughly in your test systems to ensure they are complete and free of errors
before going live.
■ This Master Guide primarily discusses the overall technical implementation of BCM, rather
than its subordinate components. This means that additional software dependencies might
exist without being mentioned explicitly in this document. You can find more information
on component-specific software dependencies in the Installation Guide.
1.2 Important SAP Notes
CAUTION
Check regularly for updates available for the BCM Guides in http://service.sap.com/~form/
sapnet?_SHORTKEY=01100035870000741565 or browse to SAP Support Portal Installation & Upgrade
Guides SAP Solution Extensions SAP Business Communications Management .
1 Getting Started
1.1 About This Document
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Important SAP Notes
SAP Note Number Title Comment
1692356, see https://
service.sap.com/sap/
support/notes/1692356
BCM 7.0SP03
SupportPackageRelease(7.0.3.0)
The newest support package of the BCM software. The support packageincludes all components of the BCM software.
You can find hotfixes related to this support package in the list of Related
Notes in this SAP Note.
1653629, see https://
service.sap.com/sap/
support/notes/1653629
BCM 7.0
SP02SupportPackageRelease
(7.0.2.0)
The previous support package of the BCM software.
You can find hotfixes related to this support package in the list of Related
Notes in this SAP Note.
1634968, see https://
service.sap.com/sap/
support/notes/1634968
BCM 7.0SP01SupportPackage
Release(7.0.1.0)
The previous support package of the BCM software.You can find hotfixes related to this support package in the list of Related
Notes in this SAP Note.
1569265 see https://
service.sap.com/sap/
support/notes/1569265&
BCM 7.0InitialRelease
You can find hotfixes related to this release in the list of Related Notes in
this SAP Note.
1 Getting Started
1.2 Important SAP Notes
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2 BCM Overview
2.1 Software Units of BCM
BCM is delivered from the SAP Service Marketplace. The delivery zip consists of the following type
packages:
■ Infrastructure Administrator (IA) MSI package. IA is the tool for installation and basic
configuration of BCM. It requires that the Java runtime software is installed on the workstation
where it is run.
■ Application installation packages. These packages are installed with the IA tool on database,
application and web servers according to the plan.
■ Client terminal MSI packages. To be able to use the actual telephony functions of BCM, the client
terminal package must be installed on the user's client workstation.
■ Additionally, third-party software and hardware are required. Software prerequisites are listed in
the table below. Supported hardware, such as gateways for the server system, and headsets for
users, are listed in, refer to the BCM Infrastructure Compatibility List .
2.2 Software Component Matrix
The table below provides an overview of which business scenario of BCM uses which software package.
Administration Packages
Package Modules Required
Infrastructure
Administrator
Infrastructure
Administrator
On all servers, and administrative workstation for
installing the IA tool. Requires Java runtime.
BCM Installation Packages
Package Required for Module(s) Note
Agent Server Mandatory for all systems AgentServer, cdt_xml(wc), mobiledir (wc),
outlookphone (wc)
New package in 7.0. Alsoincludes modules from
old "Internal WebServices" package.
Alarm Server Recommended for allservers
AlarmServer Runs as Windows service
Batch Job Server Systems using SMS and e-mail sending
BatchJobServer New package in 7.0- Scheduler
- DirSync- MsgCleaner- MsgToMail
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Package Required for Module(s) Note
- WMCompress- SmsToMsg
Call Dispatcher Mandatory for all systems WCDServer New package in 7.0
CEM Server Mandatory for all systems CEM Server -
Chat Portal Server Systems with chat option ChatPortal -
Chat Server Systems with chat option ChatServer -
Communication MobileClient
Systems using mobilephone clients
- -
Configuration Database
Server
Mandatory for all systems Configuration Database New package in 7.0.
Replaces "CEM DatabaseServer"
Connection Server Mandatory for all systems ConnectionServer -
Data Collector Systems with Reporting DataCollector -Directory Database Server Mandatory for all systems Directory Database New package in 7.0
Directory Server Enables using directories,for example, caller name isdisplayed instead ofnumber
Directory Server New package in 7.0
EMail Sender Systems with e-mail MsgToMail New package in 7.0
Examples and Templates Not installed, but provides
a folder for configurationexamples and templates
- New package in 7.0 SP03
External TerminalController
Systems with IP desk-phones
ETC -
File Replication Server Recommended formultisite systems. Enables
copying prompts locally.
WFRS -
H323 Bridge Systems with H323Gateway hardware toPSTN
H323Bridge -
High AvailabilityController
Mandatory for all systems HAC, VUA Console Runs as Windows service
High Availability Driver GARP Driver
(BcmHaDriver)
On computers that are
running Windows Server2008, or later.
New package in 7.0 SP03
Integration Interfaces Optional for connecting toSAP CRM or third-partysystems.
ACI, DAI, OII, PSI, QMI,RDI, TMI,
Requires Web Serverpackage in the samevirtual unit.
Internet Chat Client Systems with chatting
option
ChatAS -
Media Routing Server Mandatory for all systems WMRS -
Monitoring DatabaseServer
Mandatory for all systems - -
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Package Required for Module(s) Note
Monitoring Web Clients Systems with OnlineMonitoring
Online Monitoring UI Former Reporting WebClients. Requires WebServer package in the same
virtual unit.
Operative Database Server Mandatory for all systems Operative Database New package in 7.0
Outbound DatabaseServer
Systems that are used forOutbound campaigns
Outbound Database New package in 7.0
Product Documentation Recommended for all
systems, providesapplication help inEnglish,and in the languagesselected during
installation.
none Requires Web Server
package in the samevirtual unit.
Prompts Mandatory for all systems Prompts -Quality Monitoring Server Optional for third-party
quality monitoringsystems
QMS New package in 7.0
Remote AdministrationTool
Mandatory for all systems IA, SC New package in 7.0, Javaweb start. Requires Web
Server package in the samevirtual unit
Reporting Database Server Systems with Reporting Reporting Database Server -
SIP Bridge Both for systems with ETCand SIP desk phones, and
for PSTN gateways.
SIPBridge -
SMS Server Systems using SMS
sending.
SMS Engine Includes SmsToMsg
functionality
Standard Reports Systems with Reporting Reporting Web Server Requires Web Serverpackage in the samevirtual unit
Web Clients Mandatory for all systems CDT Requires Web Serverpackage in the same
virtual unit.
Web Server Mandatory for all systems Webclient -
BCM Client Terminal Components
Terminal Component Description Note
terminal_Proxy.msi The client end service that
communicates with the CDTapplication.
Works as a proxy between the
terminal core component and theuser interface. CDT requires thatterminal_Proxy is installed.
NOTE
7.0 proxy can be used with 6.0core, but not vice versa. Install
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Terminal Component Description Note
Proxy before other terminalcomponents.
terminal_Core_7.0.x.x.msi Actual terminal component. CDT requires that alsoterminal_Proxy is installed;
Convergence and CalendarIntegration work withterminal_Core alone. Several corecomponent versions can be on the
workstation simultaneously, thesoftware uses always the newest one,unless a specific version is defined inIA in the Web Client installation.
terminal_HS_xxx.msi Driver for the xxx handset. Requires that terminal_Core
component is installed already, and
if CDT is to be used, alsoterminal_Proxy.
terminal.msi Complete package that includes allterminal_ packages listed above.
This package cannot be deliveredwith a group policy, it must be
installed on each client workstationseparately.
mctabuff.msi ClientCOM ActiveX component,required for telephony integrationwith third parties.
Not included in the completeterminal package.
wvp.msi Video ActiveX component of CDT.
Enables sending and receiving videostream.
Not included in the complete
terminal package.
BCMCalendarIntegration.msi Outlook Calendar Integrationcomponent.
Requires that terminal_core isinstalled.
Convergence V2.msi Installs Convergence component. Requires that terminal_core isinstalled, and possible handset
drivers if a handset is used.
2.3 System Landscape
In the following chapters, typical system landscapes are introduced:
2.3.1 Simple Contact Center System
In simple Contact Center (CC) implementations 1–200 agents receive calls, e-mails and other messages
in 1–10 queues. System's requirements are slightly different if the CC works 24/7 or only certain shifts.
A redundant setup requires four servers: two that form a redundant database cluster, and the other
two, on which the virtual units are distributed so that primary units are on one, and backup units are
on the other one.
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2.3.2 Large Contact Center System
In large Contact Center (CC) implementations 200 – 1000 agents receive calls, e-mails and other
messages in 10–100 queues. System is running 24/7 hours.
2.4 Implementation Steps
Procedure
Implementation of the SAP BCM system requires the following steps:
1. Planning. For more information, see the chapter Planning. [page 11]
2. Installing hardware and software prerequisites.
3. Installation with the Infrastructure Administrator (IA) tool. For more information, see the Installation
Guide.
4. Configuring the system and user accounts with the System Configurator (SC) tool. For more
information see SC Application Help.
5. Delivering terminal components on the client workstations. For more information, see the Client
Workstation Installation Guide.
2.5 Overall Planning
Plan the system carefully before the software installation. It is important to identify certain key
requirements early, because they may have profound implications on the way the hardware or software
is to be set up. Importance of planning is greatly increased for the Software as a Service (SaaS) setups
where a Application Service Provider (ASP) offers the services to several customers.
In this document, a customer means an independent subsystem within the server system. A server
system may be hosting several customers simultaneously while each customer has:
■ Separate services of possibly different, even customized, versions
■ Separate service access points in terms of end user terminals
■Separate data
■ Separate business logic
Also, each customer:
■ May share physical resources with other customers (servers, gateways…)
■ Is not necessarily one-to-one to customer companies of a service center, but for example a
subsystem of one.
For example, a technical customer may be a commercial customer of an ASP that hosts the SAP BCM
services. Another technical customer in turn, may be an internal subdivision of such a commercial
customer. All systems are set up using the same procedures regardless of whether it will host one or
more subsystems or whether the system has one or more servers available.
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2.5.1 Gathering Customer Information
For a complete setup plan, the following information should be available:
■ Customers that will be set up in the system.
■ Public phone network gateways.
■ IP network structure and hardware.
■ General availability requirements (backup servers, network connections, fail-over plan, and so
on.)
■ Servers used for hosting the software (names, IP addresses, hardware setup, and so on.)
Before a customer subsystem can be designed, the following items should be known:
■ Features to be installed and set up (voice calls, voicemails, call recording, and so on.)
■ Performance and capacity requirements (response requirements, call load, number of agents, and
so on.) ■ Integration to other systems.
■ Availability requirements.
■ Maintenance plan.
■ Which servers will be used to host the customer's services.
■ Which IP addresses will be used by the customer's services.
2.5.2 Planning Server Roles and Requirements
A particular server or workstation may have one or more roles. There can be a single server working
in all roles, or there can be one or more dedicated servers for each of the roles. A single-server system
is limited to demo units, or very small systems where up to 20 agents are working eight hours a day.
For systems with more than 20 agents, it is recommended to set up a redundant multi-server
environment. The servers and other workstations can have the following roles in the system.
■ Application servers are used for running various applications like the CEM server, call dispatcher,
SIP bridge and so on. These applications cause more strain on the CPU capacity than disk I/O or
memory. For large systems, it is useful to dedicate an entire server to one or two applications, but
the hardware and software requirements are similar in all application servers. ■ Web servers require Microsoft IIS software to be installed.
■ Database servers must have the Microsoft SQL Server software installed. These servers have larger
RAM and disk i/o requirements than other servers. As the capacity required by the databases is
very large and very hard to predict, the servers hosting databases should be dedicated only to this
task. To ensure the working reliability the servers should be clustered.
■ To enable sending e-mails, a connection to a mail server is required. The connection uses IMAP
protocol and by default the port 143.
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■ If the Reporting application is used, we recommend that you reserve a separate server for it. The
Reporting application requires that Analysis Services and Reporting Services components of the
SQL are installed on the server.
■ The system should have two administration workstations that can be used for running the
Infrastructure Administrator (IA) software.
Figure 1: SAP BCM System
2.5.3 Planning System Model
The system model is the arrangement of virtual units on physical servers. Virtual units are logical units
with a virtual IP address. Placing services in different virtual units and using the High Availability Control
(HAC) service ensures that one virtual unit continues running if another one is stopped for example
for updating, or by a server failure.Virtual units should have instances on at least two different physical servers. During a possible server
failure the services are automatically moved to other servers by HAC. If the system should withstand
a failure of more than one server at a time, more instances of each virtual unit should be created on
different servers. Spreading the primary instances on different servers enables load balancing in normal
conditions when no virtual unit instance has failed. Load balancing should also be taken into account
when arranging the backup instances.
Each customer must have their own virtual units, but the virtual unit instances of different customers
can be placed on the same physical server. When deciding which customers could share a server,
consider the following:
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■ Similar customers can be placed on the same servers. For example, customers not making frequent
upgrades can be placed on same servers together. But less stabile customers, such as the ones that
always want the latest upgrade or frequently have new customizations, should be on different
servers. This decreases the potential downtime due software upgrades.
■ Customers with a similar maintenance window can easily share a server, but customers with non-
overlapping maintenance windows should be placed on different servers.
2.5.4 Hardware Requirements
Plan the hardware environment (servers, gateways, client workstations, IP desk phones, and so on.)
according to your needs following the recommendations in the Infrastructure Compatibility List document.
2.5.5 Software Prerequisites
The system software relies on some third party software that must be installed on servers before
installing the SAP BCM software. The particular software required on each server depends on the role
of each individual server.
Software Prerequisites
Server/Client Software Version or Configuration
All servers Microsoft Windows Server 2003/2008/2008 R2 32–bit or 64–bit
editions*
NOTE
■ Windows firewall in Server 2008 must be configured
to allow the communication traffic required, forexample SIP.
■ MSDTC must be running if databases are installedin different databases.
■ ASP.NET must be enabled for servers where ChatPortal or OII interface is installed.
■ We recommend installing the BCM High
Availability Driver (GARP driver) on computersthat are running Windows Server 2008, or later.
All servers, and administration workstations,where Infrastructure Administrator or SystemConfigurator is run
Java SE Runtime 6 (JRE 6, or so called Java 1.6) 32–bit edition
NOTE
■ 32–bit edition must be used also on 64–bit servers.
■ Remove JRE 7, or make sure that user paths are
pointing to JRE 6.
Web servers Microsoft IIS 6.0/7.0
Database servers Microsoft SQL Server 2005/2008/2008 R2*
Reporting servers Analysis Services and Reporting Services components of the
Microsoft SQL 2005* SP2 or 2008
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Server/Client Software Version or Configuration
Sending mail server (Email Sender) Microsoft IIS SMTP server set-up
Receiving mail server Any IMAP server, Microsoft Exchange is preferred
SMS server (SMS Engine and SmsToMsg forsending SMS messages.) Modem capable of sending SMSes, or CIMD/CIMD2 interfaceto mobile network
Client workstation Microsoft Windows XP, Vista, and Windows 7 operating system,Internet Explorer 7, 8 or 9.Calendar Integration can be applied for Microsoft OfficeOutlook 2007 and 2010
Communication Mobile Client (CMC) Symbian: Nokia Series 60 5th edition.
Reporting Data Interface for SAP Netweaver
BW (RDIBW)
Microsoft Visual C++ 2005 SP1 Redistributable Package (x86):n
(vcredist_x86.exe)
Internet Chat Client In 2008 and IIS7.0 a separate AJAX software package, availablein Microsoft download site, must be installed.
* We recommend the English version, but the system has been tested on English, Russian, and Japanese
server and SQL platforms as reference for languages belonging to Latin code pages, non-Latin and CJK
code pages, correspondingly.
NOTE
Install always the most recently tested service packs of prerequisite software. Always make sure
that the service packs and hotfixes of third party software have been tested and approved before
installation.
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3 Business Scenarios of BCM
SAP BCM does not provide any preconfigured business scenarios. Instead, SAP BCM provides inbound
and outbound contact centers related functionality, and features that customers configure according
to their needs. BCM 7.0 functionality and features are installed and configured using BCM
Infrastructure Administrator and System Configurator user interfaces.
3.1 Functional Overview
The SAP Business Communications Management (later in this document referred to as SAP BCM)
system can be a stand-alone system for a company's communication management, or it can be
integrated to the SAP CRM system.
The system provides following key functionality:
■ Single, unified contact routing logic for all incoming contacts
■ Inbound contact center handling tools for agents and supervisors
■ Outbound campaigns handling tools for agents and supervisors
■ Office telephony services enabling access to contact center voice queues
■ Mobile client for contact center and office telephony users
■ Directory and Presence services
■ Call recording services
■ IVR and Voicemail services
■ Online monitoring and historical reporting
■ Centralized management and control tools
CAUTION
The software users (service providers and end-users) are fully responsible for ensuring that the
services provided using this software do not violate or are not used in contravention of local
legislation. The software users must acknowledge that the software collects identification data
for enabling the services and their invoicing, security and troubleshooting, protecting the services
against misuse and misappropriation, and further improvement of the software and services, and
they must assume the full responsibility for the use of the collected data.
3.1.1 Contact Center
A contact can be made using various channels, such as a phone call, e-mail message, SMS message, chat
request, or a web form. The contact center application allows building interactive voice responses (IVR)
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for phone calls for fully or partially automating a service. It optimizes use of limited and heterogeneous
human resources by allocating the best available human agent to serve each particular contact. Agents'
working mode, history, conditions and personal skills can be taken into account when allocating a
contact that may have multiple attributes affecting the allocation. The most important mechanisms
for handling contacts are contact queues, internal and external IVRs, and routing, for example skill-
based routing. Many of these may have schedules attached. Telephony channel may also be used for
outbound call campaigns.
3.1.2 Telephone
Telephony functions allow users to make VoIP phone calls using soft phones or IP desk phones. VoIP
calls may also be made to and from the Public Switched Telephone Network (PSTN) using standard
3rd party VoIP gateway hardware. Phone calls are initiated and controlled in call control signaling data
packages. Actual voice stream is transmitted separately in RTP data packages. Signaling and stream
data packages travel in different physical IP network connections and also often in different physical
modules within the system.
3.1.3 Sending and Receiving Messages
E-mails
The system handles e-mails in the Communication Desktop (CDT) application as any other contacts,
such as phone calls or chats, e-mails may be placed in a queue to be allocated to agents. The outbound
e-mails are stored in the database and sent to a SMTP server by the E-Mail Sender component.
SMS
The system enables sending and receiving SMS messages but that requires that either some 3rd party
hardware, or a specific service with an mobile operator is available. Sent messages are stored in the
database, from where the SMS Server component sends them using a 3rd party SMS modem. IncomingSMS messages are received from the SMS modem or service. Like the e-mails, the incoming SMS
messages cannot be sent directly to agents, but only to contact center queues.
Messaging
CDT users are able to send messages directly to other CDT users within the same SAP BCM system.
Chat
BCM (CDT) supports customer chats initiated from a web site and routed via queues to agents. Users
cannot initiate chat in BCM interface.
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3.1.4 Presence Management
Presence management enhances routing of calls and other contacts in a contact center, and
communicates other users when and how the user can be reached at any particular moment. In addition
to the presence management of the system, external systems, such as passage control systems, can
gather and feed it to the BCM system using Directory and Availability Interface.
User's terminal device status, current profile, working mode and working load are taken into account
for determining presence status of a user.
3.1.5 Mobile Communication
Communication Mobile Client (CMC) software can be installed on users' smart phones. CMC
communicates towards BCM servers for making directory queries, altering user's presence profiles andstatus updates. CMC software is supported on Symbian Series 60 Third or Fifth edition phones only.
3.1.6 Outbound Campaign Management
In a call campaign, agents that are logged on the BCM system actively call customers. The system can
run any number of outbound call campaigns. Each campaign has a separate configuration and customer
information. An agent can participate in one campaign at a time.
Customer information can be imported as call lists in the system's Outbound Database with the tools
in Outbound Management in SC. The same database is used to store the results of calls made in the
campaign. The results data may be exported, for example, into Excel files.
Calls in the outbound campaigns are managed by the Outbound Dialing Controller (ODC). It uses a
dialing engine to time each call occurrence of the active call lists. SAP BCM has a built-in dialing engine
for preview campaigns (the agent can view the customer information before calling), progressive
campaigns (engine starts dialling automatically to the next number when the previous call is
disconnected), and a third-party dialing engine can be used for predictive campaigns (a dialer calls the
customers first, and delivers the connected calls to free agents).
The outbound campaigns and dialer functions are configured in SC, and agents use CDT for calling.
3.1.7 Reporting and Online Monitoring
The Reporting and Online Monitoring applications provide ways to monitor and report online status,
statistics and historical data. The Data Collector component transfers data to the Monitoring, Reporting
and History Databases.
The Reporting Database works as a source for the Reporting data transformation process that creates
the Online Analytical Processing (OLAP) cubes for fast and effective calculation. Statistics can be viewed
with the reports provided by the Standard Reports package, or a suitable 3rd party software.
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The Online Monitoring is a real time reporting tool for contact flow in the BCM system. The monitoring
data is collected and stored into monitoring tables, which enables fast and effective database queries.
Monitoring client has been built using the webclient script model.
3.1.8 Administration Tools
Infrastructure Administrator
Infrastructure Administrator (IA) is a tool for installing, controlling and monitoring the BCM system.
With IA you build the required redundancy level and let the High-availability Controller (HAC) control
that one of the redundant units in the system model is active also if the other goes down. Integrated
Alarm Server enables sending system alarms to the system administrator as an e-mail or SMS message.
System Configurator
System Configurator (SC) is a tool for configuring the system: user accounts, services, applications,
queues, service schedules, and so on.
Reporting Administrator
Reporting Administrator is a tool for managing Reporting data transformation process. It is included
in the Monitoring application, and rights for using it are defined in the System Configurator.
3.2 Integration Interfaces
Building solutions for today’s ICT challenges often require products from different vendors. In order
to build a complete solution, it is a must to integrate these products in various levels. SAP Business
Communications Management (BCM) system provides a comprehensive range of integration
interfaces for such needs. The overall interface architecture is the following:
Figure 2: Basic Principle of SAP BCM Integration Interfaces
The following interfaces are available:
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■ Client-Side interfaces ClientCOM and ClientCore, see the chapter Client-Side Interfaces [page 21].
■ Administration and Configuration Interface (ACI) is used for transferring configuration data. See
the chapter Configuration Interfaces [page 22]
■ Chat Portal Interface (CPI), Directory and Availability Interface (DAI), External IVR Interface (EII),
Online Integration Interface (OII), Presence Synchronization Interface (PSI), Quality Monitoring
Interface (QMI), and Task Manager Interface (TMI) are used for true operational integration, see
the chapter Operational Interfaces [page 22].
■ License Reporting Interface (LRI) and Reporting Data Interface (RDI) are transferring reporting
data between the systems, see the chapter Reporting Interfaces [page 24].
The detailed specification of each integration interface is available in SAP support portal: Installation
& Upgrade Guides/ SAP Solution Extensions/ SAP Business Communications Management (BCM)/
BCM 7.0 / 7.0 Integration Interfaces.
3.2.1 Client-Side Interfaces
Client-Side interfaces are aimed for client-to-client integration on the users’ personal computers. The
client-side interfaces are based on the industry standard Microsoft Windows Component Object Model
(COM) automation interface for inter-application communications. This section presents the
following client-side interfaces:
■ ClientCOM Interface
■ ClientCore Interface
3.2.1.1 ClientCOM Interface
This easy-to-use interface allows third-party client-side applications to interact with the BCM software
telephone (softphone) client. It provides methods for monitoring the activity between the softphone,
the users, and the BCM servers.
The interface also provides methods for a third-party client-side application to initiate and answer calls
via the softphone and to control users’ availability in the BCM contact center. In the ClientCOM
integration scenario, a user intentionally works with two user interfaces: the softphone and a third-party application.
The interface is a single COM automation interface with just few functions. These functions carry the
actual commands and events in their parameters. The command and event parameters are encoded
as name-value pairs into the strings.
3.2.1.2 ClientCore Interface
This sophisticated interface provides access into the core of the BCM software telephone (softphone).
It allows integrators to build a totally customized softphone user interface. In the ClientCore integration
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scenario, the softphone is hidden and a user works with the third-party application which interacts
with the softphone. The interface has two sets of functions in two COM automation interfaces.
3.2.2 Configuration Interfaces
Administration and Configuration Interface (ACI) enables transferring some configuration data
between 3rd party systems and SAP BCM.
3.2.2.1 Administration and Configuration Interface (ACI)
This server-to-server interface provides access to the configuration data that is stored in BCM databases.
The interface is divided into two groups of operations – one for user management and the other for
agent management. User management allows for retrieving, adding, modifying and deleting users and
data related to them. Agent management enables defining a contact center agent's rights and
responsibilities for example regarding to different queues and skills.
The interface is based on the SOAP version 1.1. The interface uses the HTTP protocol to carry SOAP
messages between a SOAP client and itself.
3.2.3 Operational Interfaces
Operational interfaces enable using certain functions of the BCM system from a 3rd party application,
or vice versa.
3.2.3.1 Directory and Availability Interface (DAI)
This server-to-server interface provides access to directory data and presence information (absences
and presences). The interface is based on the SOAP version 1.1, and uses HTTP protocol to carry messages
between a SOAP client and itself.
With the interface you can make searches and get detailed data from directories; enter, update or delete
presence information, and get information on a persons absences and used profiles, and change the
profile and status.
3.2.3.2 Chat Portal Interface (CPI)
Chat Portal is a server-side component between SAP BCM Chat Server and internet chat client (a web
application that displays chat for customers, not for BCM agents). Chat Portal defines the external API
that internet chat client uses to communicate with SAP BCM. The interface is based on the SOAP
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version 1.1. The interface uses the HTTP protocol to carry SOAP messages between a SOAP client and
itself.
3.2.3.3 External IVR Interface (EII)
External IVR Interface enables that an SIP enabled speech recognition IVR server can be integrated into
SAP Business Communications Management (BCM) system.
BCM system can relay calls to external speech recognition / IVR over SIP (session initiation protocol)
bridge.
3.2.3.4 Online Interaction Interface (OII)
This server-to-server interface provides methods for handling agent statuses and channel/queue
assignments, and performing telephony and other communication operations in BCM system. The
OII interface is dedicated to communication with the SAP CRM system, but it is not limited to that.
The interface is based on the Simple Object Access Protocol (SOAP) version 1.1. The interface uses the
HTTP protocol to carry SOAP messages between a SOAP client and itself. On the SAP CRM side it
connects to SAP Integrated Communication Interface (ICI). Additionally it enables integration to
SAPPhone according to SAPPhone specification 5.11.A11 using SAP Remote Function Call (RFC)technology.
The OII interface makes it possible for a third party to control telephony functions in real time: answer
calls, make new calls, and hang-up calls. It also enables receiving and sending e-mails, chat messages
and action items.
3.2.3.5 Presence Synchronization Interface (PSI)
The Presence Synchronization Interface (PSI) enables that presence information shown in the BCMSystem follows the user availability information of a third party system, such as Microsof t Lync. The
interface is based on the SOAP version 1.1, and uses HTTP protocol to carry messages between a SOAP
client and itself.
Using PSI requires that the interface is enabled in the BCM system, the corresponding counterpart is
installed on the third party system, and that a Presence Synchronization Token is configured for those user
groups that use it, and the third party user id is configured for those users as well. For more information
about configuration, see the BCM System Configurator application help.
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3.2.3.6 Quality Monitoring Interface (QMI)
The Quality Monitoring Interface (QMI) is used by external third-party software to receive telephony
related events and generate the quality monitoring related requests to the a BCM system.
QMI is implemented by a server-side component called Quality Monitoring Server (QMS) that connects
on the BCM side to the Call Dispatcher (CD) server via TCP/IP, and on the third party side as a web
service via SOAP over HTTP. QMS provides near-real-time call information to external systems, and
based on this information, external quality monitoring systems can request the RTP stream of the
ongoing calls, and call recording of individual calls from a BCM system. Single QMS is capable of
handling multiple external quality monitoring sessions, and the configuration offers possibilities to
handle different network topologies.
As the QMI interface offers the BCM system functionality to external systems, special attention should
be paid to security. Therefore the interface is designed to use Transport Level Security (TLS) protocolby default.
3.2.3.7 Task Manager Interface (TMI)
This server-to-server interface provides methods for handling tasks in a BCM system. The system
converts inbound e-mail messages internally into tasks and provides users (such as contact center
agents) methods for routing and handling these tasks.
The interface is based on the SOAP version 1.1. The interface uses the HTTP protocol to carry SOAPmessages between a SOAP client and itself.
3.2.4 Reporting Interfaces
Reporting Data Interface (RDI) and License Reporting Interface (LRI) are used for passing reporting
data from SAP BCM to other systems.
3.2.4.1 License Reporting Interface (LRI)
This server-to-server interface provides access to information related to the current and past
provisioning situation, and the usage of different functions in a BCM system. It is closely related to user
roles and rights that are described in the BCM System Configurator application help. LRI interface is
not based on SOAP but is constituted of the following public database tables that contain licensing
information:
■ LRRecord
■ LRFeature
■ Huser
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■ HOrganization
The usage of the interface is customer-specific, as integrators can decide how they want to read and
interpret licensing information directly from these tables.
3.2.4.2 Reporting Data Interface (RDI)
This server-to-server interface provides methods for reading history information about calls and e-mail
messages that have been handled in a BCM system. This interface is a SOAP interface and is based on
SOAP version 1.1. The interface uses HTTP protocol to carry SOAP messages between a SOAP client
and itself.
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4 References
In the following list you see the guides and their place in the product lifecycle. You can find the latest
versions of the guides at the location: http://service.sap.com/instguides SAP Solution Extensions
SAP Business Communications Management (BCM) .
BCM user interfaces, IA, SC, CDT, Convergence, Online Monitoring, and Reporting include
Application Help, that is opened from the Help button of the UI. Following guides are available at the
Service Marketplace.
SAP BCM Guides in Version 7.0
Guide Applicable to software life cycle Description
SAP BCM Compatibility List Implementation Lists compatible hardware items that
can be used for building theinfrastructure for the system.
SAP BCM Security Guide Implementation Describes security policies.
SAP BCM Master Guide Implementation Describes the functions andplanning principles for the system.
SAP BCM Installation Guide Implementation Describes installation process.
SAP BCM Operation Guide Operation Describes required tasks duringoperation.
SAP BCM Client Workstation
Installation Guide
Implementation, operation Describes tasks required at the client
workstation to take the BCM systeminto use.
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Typographic Conventions
Example Description
<Example> Angle brackets indicate that you replace these words or characters with appropriateentries to make entries in the system, for example, “Enter your <User Name>”.
Example
Example
Arrows separating the parts of a navigation path, for example, menu options
Example Emphasized words or expressions
Example Words or characters that you enter in the system exactly as they appear in the
documentationhttp://www.sap.com Textual cross-references to an internet address
/example Quicklinks added to the internet address of a homepage to enable quick access to specific
content on the Web
123456 Hyperlink to an SAP Note, for example, SAP Note 123456
Example ■ Words or characters quoted from the screen. These include field labels, screen titles,pushbutton labels, menu names, and menu options.
■ Cross-references to other documentation or published works
Example ■ Output on the screen following a user action, for example, messages
■ Source code or syntax quoted directly from a program
■ File and directory names and their paths, names of variables and parameters, andnames of installation, upgrade, and database tools
EXAMPLE Technical names of system objects. These include report names, program names,transaction codes, database table names, and key concepts of a programming languagewhen they are surrounded by body text, for example, SELECT and INCLUDE
EXAMPLE Keys on the keyboard
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