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Copy file name to clipboardExpand all lines: docs/01_required_setup/required-setup-for-sap-cloud-alm-80b2c30.md
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*Administrator*
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If a new Identity Authentication tenant was created for you when you requested SAP Cloud ALM, you've automatically received the required roles in the Identity Authentication tenant.
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If someone else requested SAP Cloud ALM or if you're using a pre-existing Identity Authentication tenant for SAP Cloud ALM, the [administrator](https://iamtenants.accounts.cloud.sap/) can add you as an administrator by following the steps described in [Managing Administrators in Identity Authentication](https://help.sap.com/docs/IDENTITY_AUTHENTICATION/6d6d63354d1242d185ab4830fc04feb1/786eea2e06fa4bef84d914a7c319d74c.html).
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If you don't have this authorization, the [administrator](https://iamtenants.accounts.cloud.sap/) can add you as an administrator by following the steps described in [Managing Administrators in Identity Authentication](https://help.sap.com/docs/IDENTITY_AUTHENTICATION/6d6d63354d1242d185ab4830fc04feb1/786eea2e06fa4bef84d914a7c319d74c.html).
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</td>
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-*Org Manager* for the Cloud Foundry organization in your SAP Cloud ALM subaccount
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This role is only required if a Cloud Foundry org and space exist in your SAP Cloud ALM subaccount and is in use in the context of SAP Cloud ALM APIs.
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If you don't have this role, the org manager can assign it to you by following the steps described in [Add Org Members Using the Cockpit](https://help.sap.com/viewer/65de2977205c403bbc107264b8eccf4b/LATEST/en-US/a4eeaf179ee646b99558f27c0bae7b3e.html).
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This role is only required for older SAP Cloud ALM tenants, which were provisioned with a Cloud Foundry org. If your SAP Cloud ALM tenant was provisioned after October 16, 2023, you now longer need this role.
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(if required) set up landscape management.](images/Image_Map_Required_Setup_for_SAP_Cloud_ALM_d4f9ce5.png)
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-**[Video-Guided Setup](video-guided-setup-cd38b1f.md "To learn how to set up SAP Cloud ALM for productive use, you can watch the following
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step-by-step how-to videos.")**
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To learn how to set up SAP Cloud ALM for productive use, you can watch the following step-by-step how-to videos.
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step-by-step how-to videos (English only).")**
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To learn how to set up SAP Cloud ALM for productive use, you can watch the following step-by-step how-to videos\(English only\).
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-**[Step 1: Onboard Users in the Identity Authentication Service](step-1-onboard-users-in-the-identity-authentication-service-f2a8a8c.md "To give further users access to SAP Cloud ALM, you need to create or import users in
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your Identity Authentication tenant. For users to be able to sign in to SAP Cloud ALM, they
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need to be maintained both in the Identity Authentication tenant and in SAP Cloud
Copy file name to clipboardExpand all lines: docs/01_required_setup/role-collections-e1915af.md
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In general, each application role in SAP Cloud ALM represents a role collection in your SAP BTP subaccount. This means that most SAP Cloud ALM role collections correspond 1:1 to the respective role template and can be assigned to users without any further configuration.
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> ### Note:
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> Some SAP Cloud ALM areas also offer single role templates. Before you can use these role templates, you need to assign them to a role collection. For more information, see [Role Templates](https://help.sap.com/docs/cloud-alm/setup-administration/role-templates).
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Each application role contains all the necessary authorizations that are required for all tasks that belong to a certain business role, rather than being confined to a single task. For example, the role *Health Monitoring Administrator* also contains authorizations in apps other than *Health Monitoring* because someone in that role also needs to be able to configure events and set up notifications.
Besides predefined role collections, which are ready to use, some areas also offer single role templates. Before you can use these role templates, you need to assign them to a role collection.
> This table only lists role templates that are not part of the predefined role collections. However, when creating your own custom role collections, you can also include role templates that are part of the predefined role collections.
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****
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<table>
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<tr>
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<thvalign="top">
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SAP Cloud ALM Area
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</th>
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<thvalign="top">
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SAP Cloud ALM Capability
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</th>
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<thvalign="top">
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Name
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</th>
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<thvalign="top">
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Description
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</th>
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</tr>
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<tr>
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<tdvalign="top">
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RISE with SAP
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</td>
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<tdvalign="top">
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*System View*
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</td>
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<tdvalign="top">
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`rdp_dashboard_ccSystemViewer`
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</td>
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<tdvalign="top">
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Access to the System View dashboard \(RISE with SAP\)
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</td>
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</tr>
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</table>
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**Related Information**
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[Define a Role Collection](https://help.sap.com/docs/btp/sap-business-technology-platform/define-role-collection)
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[Add Roles to a Role Collection](https://help.sap.com/docs/btp/sap-business-technology-platform/add-roles-to-role-collection)
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You can add users and assign roles to them directly in the SAP Cloud ALM *User Management* app \(recommended\) or as corresponding role collections in the SAP BTP cockpit.
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To assign role templates to users, first create a role collection and add the role template to it. After a daily sync job, the role collection you've created also appears under *Custom Roles* in the *User Management* app and can be assigned to other users from there.
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> ### Note:
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> If you're working with role mapping to user groups in your identity provider, you need to assign role collections in the SAP BTP cockpit. In this case, you can't view or change roles in the *User Management* app. You also can't use the role request and assignment features in SAP Cloud ALM, so we don't recommend this method.
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-**[Role Collections](role-collections-e1915af.md"Role collections in SAP Cloud ALM are delivered predefined and ready to use.")**
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Role collections in SAP Cloud ALM are delivered predefined and ready to use.
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-**[Role Templates](role-templates-f7294b2.md "Besides predefined role collections, which are ready to use, some areas also offer
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single role templates. Before you can use these role templates, you need to assign them to a
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role collection.")**
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Besides predefined role collections, which are ready to use, some areas also offer single role templates. Before you can use these role templates, you need to assign them to a role collection.
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# Video-Guided Setup
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To learn how to set up SAP Cloud ALM for productive use, you can watch the following step-by-step how-to videos.
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To learn how to set up SAP Cloud ALM for productive use, you can watch the following step-by-step how-to videos\(English only\).
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For more detailed information, refer to the corresponding documentation under [Required Setup for SAP Cloud ALM](required-setup-for-sap-cloud-alm-80b2c30.md).
Copy file name to clipboardExpand all lines: docs/02_integration_and_config_options/connecting-sap-document-management-service-b788f20.md
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If you want to upload [External Files](https://help.sap.com/docs/cloud-alm/applicationhelp/external-files) in the *Documents* app of SAP Cloud ALM, first establish a connection between your SAP Document Management service \(SAP BTP DMS\) and your SAP Cloud ALM tenant.
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> ### Caution:
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> Choose your DMS instance carefully beforehand. It is not possible to change it afterward. Also, the automatic creation of a repository is a one-time action that can't be reversed.
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>
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> Please use only this automatically created repository. It is currently not possible to use your external repository.
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>
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> For more information, see [Repository Handling](https://help.sap.com/docs/cloud-alm/setup-administration/connecting-sap-document-management-service#repository-handling).
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> Make sure you use both the [SAP Document Management Service, Integration Option](https://help.sap.com/docs/document-management-service/sap-document-management-service/initial-setup-for-document-management-service-integration-option?version=Cloud) and the [SAP Document Management Service, Repository Option](https://help.sap.com/docs/document-management-service/sap-document-management-service/document-management-service-repository-option).
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> Make sure you have an entitlement for both the [SAP Document Management Service, Repository Option](https://help.sap.com/docs/document-management-service/sap-document-management-service/document-management-service-repository-option) and the [SAP Document Management Service, Integration Option](https://help.sap.com/docs/document-management-service/sap-document-management-service/initial-setup-for-document-management-service-integration-option?version=Cloud).
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>
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> You don't need to subscribe for the [SAP Document Management Service, Repository Option](https://help.sap.com/docs/document-management-service/sap-document-management-service/document-management-service-repository-option).
- You need to provide your own SAP Document Management service instance and establish a connection to SAP Cloud ALM. For more information, see [Initial Setup for Document Management Service, Integration Option](https://help.sap.com/docs/document-management-service/sap-document-management-service/initial-setup-for-document-management-service-integration-option?version=Cloud).
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- You need to provide your own SAP Document Management service instance and establish a connection to SAP Cloud ALM. You can use an existing service instance for SAP Cloud ALM use. For more information, see [Initial Setup for Document Management Service, Integration Option](https://help.sap.com/docs/document-management-service/sap-document-management-service/initial-setup-for-document-management-service-integration-option?version=Cloud).
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> ### Note:
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> Do not use your SAP Cloud ALM global account. It should be a global account for SAP BTP DMS.
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You can use an existing service instance for SAP Cloud ALM use.
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> Do not use your SAP Cloud ALM global account. Use your global account for SAP BTP DMS.
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- You've done the initial setup for the SAP Document Management integration option and you've obtained all the necessary login data.
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1. Set up the HTTP destination.
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In the SAP BTP subaccount, where your SAP Cloud ALM is hosted, create a destination targeted at your SAP BTP DMS instance.
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In the SAP BTP subaccount, **where your SAP Cloud ALM is hosted**, create a destination targeted at your SAP BTP DMS instance.
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- You can download and use the following template to import a new SAP BTP destination: [https://help.sap.com/doc/sapcloudalmsolutiondocumentationdmsintegration](https://help.sap.com/doc/sapcloudalmsolutiondocumentationdmsintegration): It is a zipped TXT file that you need to unzip and import.
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It already contains some prefilled values for the destination settings for your convenience.
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After the import, you will see this screen:
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Please do not deselect the *Use default JDK truststore*:
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- Afterward, proceed with the manual steps described below.
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> ### Note:
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> If you have several SAP Cloud ALM tenants, you can onboard a separate SAP BTP DMS for each tenant. You can also reuse the same SAP BTP DMS for all your tenants. SAP Cloud ALM automatically creates a unique repository for each SAP Cloud ALM tenant to store the external files.
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2. Under *Destination Configuration*, fill in the required fields. Enter the following information:
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-*Name*:`CALM_SD_DMS_INTEGRATION`
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-*Name*:`CALM_SD_DMS_INTEGRATION`
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-*Type*: HTTP
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During the initial communication between SAP Cloud ALM and the SAP Document Management service, the *Documents* app automatically creates a new repository in the SAP Document Management service.
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> ### Caution:
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> Do **not** change this repository or any other repositories created by the *Documents* app. The property external ID of a repository is always identical with the tenant ID of the tenant that created it. With this information, the user can always trace which repository belongs to which tenant.
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> Do **not** change this repository or any other repositories created by the *Documents* app. As previously stated, the choice of a repository is irreversible. You might lose your documents if you decide to change the repository at a later point in time. The property external ID of a repository is always identical with the tenant ID of the tenant that created it. With this information, the user can always trace which repository belongs to which tenant.
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> Changes done in the repository directly aren't reflected in SAP Cloud ALM and they disrupt the integration.
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- Name: SAP Cloud ALM for Implementation
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- Description: Internal Repository for SAP Cloud ALM for Implementation
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- Encryption enabled
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- Virus scan enabled
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- Versioning enabled
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- Thumbnail disabled \(not possible with enabled encryption\)
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- Encryption: enabled
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- Virus scan: enabled
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- Versioning: enabled
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- Thumbnail: disabled \(not possible with enabled encryption\)
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Files in this repository are automatically managed as follows:
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# Enabling SAP Cloud ALM API
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To set up the connection between SAP Cloud ALM and your managed systems and/or services, you need to create a service binding from the SAP Cloud ALM API instance.
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To integrate certain products with SAP Cloud ALM, you need to create a service binding from the SAP Cloud ALM API instance.
- Your SAP Cloud ALM tenant was provisioned before October 16, 2023.
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If your SAP Cloud ALM tenant was provisioned after this date, service credentials were generated automatically and you can skip these steps. For more information, refer to [Retrieving Service Credentials](retrieving-service-credentials-448f9f1.md).
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- Your user has the role *Global Account Administrator* in the global account that was created when you requested SAP Cloud ALM, and is a member of the subaccount containing your SAP Cloud ALM subscription.
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If you don't have this role, the global account administrator can assign it to you by following the steps described in [Add Members to Your Global Account](https://help.sap.com/viewer/65de2977205c403bbc107264b8eccf4b/LATEST/en-US/4a0491330a164f5a873fa630c7f45f06.html).
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Your user has the role *Global Account Administrator* in the global account that was created when you requested SAP Cloud ALM, and is a member of the subaccount containing your SAP Cloud ALM subscription.
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If you don't have this role, the global account administrator can assign it to you by following the steps described in [Add Members to Your Global Account](https://help.sap.com/viewer/65de2977205c403bbc107264b8eccf4b/LATEST/en-US/4a0491330a164f5a873fa630c7f45f06.html).
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# Enabling SAP Cloud ALM API in Cloud Foundry
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To set up the connection between SAP Cloud ALM and your managed systems and/or services, you need to create a service key from the SAP Cloud ALM API instance.
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To integrate certain products with SAP Cloud ALM, you need to create a service key from the SAP Cloud ALM API instance.
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> ### Note:
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> This document describes how to retrieve service credentials in the Cloud Foundry environment. This is no longer the recommended approach.
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## Prerequisites
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- Your SAP Cloud ALM tenant was provisioned before October 16, 2023.
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If your SAP Cloud ALM tenant was provisioned after this date, service credentials were generated automatically and you can skip these steps. For more information, refer to [Retrieving Service Credentials](retrieving-service-credentials-448f9f1.md).
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- Your user has the role *Global Account Administrator* in the global account that was created when you requested SAP Cloud ALM, and is a member of the subaccount containing your SAP Cloud ALM subscription.
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If you don't have this role, the global account administrator can assign it to you by following the steps described in [Add Members to Your Global Account](https://help.sap.com/viewer/65de2977205c403bbc107264b8eccf4b/LATEST/en-US/4a0491330a164f5a873fa630c7f45f06.html).
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- Cloud Foundry is enabled in the subaccount containing your SAP Cloud ALM subscription.
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- Your user has the role *Org Manager* in your Cloud Foundry environment.
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If you don't have this role, the org manager can assign it to you by following the steps described in [Add Org Members Using the Cockpit](https://help.sap.com/viewer/65de2977205c403bbc107264b8eccf4b/LATEST/en-US/a4eeaf179ee646b99558f27c0bae7b3e.html).
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