4 Onboarding

To get started working with SAP Integrated Product Development, follow these onboarding steps.

Prerequisites

• You have reviewed your welcome email with the details of your purchase and a link for accessing the SAP
Business Technology Platform. If you are new to SAP, the welcome email also has the information about
your SAP user ID (S user ID).
• You have used the link to log on to the SAP Business Technology Platform with your S user ID.
• You have a basic understanding of the platform concepts of SAP Business Technology Platform.
• For an overview, see Basic Platform Concepts.
• For the global account and subaccount settings, see Account Model.
• For information about user management, see User and Member Management.
• You have set up your global account on SAP Business Technology Platform.
• You are assigned the Administrator role for the global account.
• You have set up your subaccount in one of the available regions.
The detailed setup steps are available here: Create a Subaccount. To know which feature set you're using,
see Cloud Management Tools — Feature Set Overview.

 Note

If you want to use SAP S/4HANA Cloud Public Edition with SAP Integrated Product Development
to support the Design to Manufacturing scenario, then a booster is available to assist you in your
onboarding.

For more information, see Onboarding the Design to Manufacturing Scenario with SAP S/4HANA Cloud
Public Edition [page 41].

 Tip

When creating your subaccount, keep these tips in mind:

• We recommend that you enter a user-friendly name that can help you identify the landscape. For
example, if an organization named Autobat implements the solution with two types of landscapes,
the following could be their naming pattern: <org> epd <type>, with "autobat epd dev" or
"autobat epd prod" as the results.
• The subdomain that you enter becomes a part of the URL for accessing applications that you
subscribe to from this subaccount.

The list of available regions is as follows:

Administration Guide
22 PUBLIC Onboarding
 Region Name Region IaaS Provider Availability per SaaS Application

Europe (Netherlands) eu20 Microsoft Azure Available for all SaaS applications

Europe (Frankfurt) eu10 Amazon Web Services Available for all SaaS applications

Europe (Frankfurt) eu11 Amazon Web Services Not available for the Formulation
SaaS application
 Note
EU Access is
available for
this region.

For more in-

formation
about EU Ac-
cess, see Re-
gions.

US East (VA) us10 Amazon Web Services Available for all SaaS applications

China (North 3) cn20 Microsoft Azure Not available for the Formulation
SaaS application and for provisional
specifications in the Collaboration
SaaS application.

For more help deciding which region to select, see Regions.

Context

Here is a summary of the onboarding steps:

1. You set up the basic SAP BTP configuration for your entitlement and subscriptions.
2. You set up identity authentication for your subaccount on SAP BTP.
3. You set up your user roles for SAP Integrated Product Development.
4. You make the configuration settings for connectivity on SAP BTP.
5. Recommended: You set up the central SAP Build Work Zone, standard edition and its corresponding user
roles.
6. You make the necessary business configuration settings for your SaaS applications to meet your business
requirements.
7. Optional: You set up the integration to other applications and systems as needed.

The following procedure explains the steps in more detail and provides links to more detailed descriptions in
this administration guide and other resources on the SAP Help Portal.

Administration Guide
Onboarding PUBLIC 23
Procedure

1. Subscribe to the SaaS applications that you need. The detailed steps for subscribing are explained here:
Subscribing to the SaaS Applications [page 26].

You use your SAP BTP subaccount to subscribe to all the SaaS applications that you plan to use. Subscribe
to Common Functions to use default role collections for easier user management. For information on which
SaaS applications are integrated and should be subscribed to at the same time, see Subscription Tips:
Integrated SaaS Applications [page 28].

 Recommendation

Don't launch the application until you have finished setting up the cloud solution. The Go to Application
link becomes available once the subscription is activated, but you should work through all onboarding
steps before you launch the application.

2. If you use external identity providers, you must configure the trust relationship using the SAP BTP cockpit.
The respective subaccount must have a trust relationship with the identity provider. Using the SAP BTP
cockpit, the administrator of your Cloud Foundry environment must establish this trust relationship.

 Recommendation

We recommend that you always use SAP Cloud Identity Service - Identity Authentication as the single
identity provider for SAP BTP. If you use corporate identity providers, connect them to your Identity
Authentication tenant, which then acts as a hub. We especially recommend this if you are using
multiple corporate identity providers. For platform users, the use of SAP Cloud Identity Service -
Identity Authentication is mandatory.

For more information, see Establish Trust and Federation Between SAP Authorization and Trust
Management Service and Identity Authentication.
Setup Trust for Enterprise Product Development
Using SAP Identity Authentication service (IAS), you can manage your users in Enterprise Product
Development.
• If you do not already have an IAS tenant, please request it via the BTP cockpit as described in Tenants,
under the ‘Getting a Tenant’ section.
• If you already have an IAS tenant: Go to the BTP trust setup and configure the trust to the existing IAS
tenant. For information about how to configure the trust, see IAS Create a new application.
• If you wish to use a 3rd party/Corporate IdP with SAP Cloud Identity Services - Identity Authentication,
refer to SAP Note 3080900 .
3. Define and map users based on groups or other attributes to role collections on SAP BTP for SAP
Integrated Product Development.

Roles are assigned to role collections that are, in turn, assigned to users or user groups. The various
roles are bundled into role collections, depending on the level of access that you want the user to have
in SAP Integrated Product Development SaaS applications. Access can be based on application feature
access, for example, to collaborations or requirements, or based on the personas that you define. You can
use the default role collections that are provided with SAP Integrated Product Development (see Default
Role Collections [page 49]). If the default role collections don’t meet your requirements, you can create
your own role collections. For more detailed information, see Role Templates for SAP Integrated Product
Development [page 55].

Administration Guide
24 PUBLIC Onboarding
 4. Establish a connection between the different services in play using SAP BTP Connectivity: Cloud
Connector, the SAP BTP Destination service, and other predefined protocols for the solution.

The Cloud Connector provides a connectivity proxy to access on-premise resources. The Destination
service lets you retrieve and store the technical information about the target resource (destination) that
you need to connect your application to a remote service or system.

For more detailed information about the connectivity that is needed for each SaaS application, see
Connectivity [page 114] and

Destination for EPD-Destination Service [page 146].

5. Set up the entry point for your users to open the SAP Fiori apps that are delivered with SAP Integrated
Product Development.

Information about the different alternatives with links to more detailed setup information is available here:
Entry Point for App Access [page 191].
6. Make the required business configuration settings for each of your SaaS applications.

For detailed information about the settings that are needed for each SaaS application, see Business
Configuration [page 203].
7. Optional: When needed, set up the integration to other applications and systems.

The Integration tab on the SAP Help Portal page for SAP Integrated Product Development provides
integration guides with detailed procedures. Here is a direct link: Integrate.

For information on how to implement APIs that are published on the SAP Business Accelerator Hub for
SAP Integrated Product Development, see the Develop tab. Here is a direct link: Develop.

Check SAP Note 3109501 . This contains answers to questions you might have when setting up SAP
Integrated Product Development.

Next Steps

Onboarding Users

To onboard your users, share the information that is provided in our User Guide with them. Here is a link to the
relevant section on the SAP Help Portal page: Use.

In-App Help for Users

With Joule, our generative AI copilot, your users have conversational access to the product documentation on
the SAP Help Portal from within the SAP Fiori apps that are delivered for the different SaaS applications. Users
can access Joule by choosing the button in the upper right corner of the launchpad screen. Then they enter
their queries or questions in plain natural language and gets answers with links to the SAP Help Portal. For
more information about supported scope and setting up Joule, see SAP Note 3503056 .

The SAP Fiori apps that are delivered for the different SaaS applications also have in-app help in SAP
Companion. Users can access the in-app help by choosing the  Open Help in the upper right corner of
the launchpad screen. This in-app help has direct links to the relevant sections in the User Guide and, where
needed, more explanation at field level. For more information on how to set this up for SAP Build Work Zone,
standard edition, see SAP Build Work Zone, standard edition with Multiple SaaS Applications [page 192].

Administration Guide
Onboarding PUBLIC 25