Joule – End-to-End Setup Guide
Overview
This guide provides a comprehensive, step-by-step process for activating and integrating Joule—
SAP’s AI copilot—across multiple Lines of Business (LoBs) using the SAP Business Technology Platform
(BTP). The unified approach ensures a streamlined experience whether you are setting up for SAP
SuccessFactors, SAP S/4HANA Cloud, or both.
Prerequisites
• Eligibility: Ensure your organization has commercial entitlement and SAP BTP Global
Administrator access.
• Account Information: Have your SAP BTP Global Account ID ready; it is needed for system
registration.
• Joule Entitlement: Verify that Joule services are entitled in your SAP BTP system under
Entitlements → Service Assignments. Also ensure entitlements for SAP Build Work Zone,
standard edition (foundation plan).
• SAP Cloud Identity Services: Set up with access to the relevant SAP systems.
Step-by-Step Setup Process
1. Planning & Commercial Activation
• Contact your SAP Account Executive to activate Joule for your SAP BTP Global Account.
• Ensure a single or common SAP BTP Global Account to host shared services and streamline
integration with LoB applications.
2. Check Entitlements
• In SAP BTP, navigate to Entitlements → Service Assignments.
• Search for “Joule” and confirm it is available.
• Also, check for SAP Work Zone, standard edition foundation plan.
3. System Registration
• In SAP BTP cockpit, go to System Landscape → Systems.
• Verify auto-discovered SAP S/4HANA Cloud and SuccessFactors systems or manually register
them.
• For each system:
• Select the system and generate a communication token.
• For S/4HANA Cloud: Use the token under Maintain Extensions on SAP BTP.
• For SuccessFactors: Go to Extension Center and add the integration token.
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• Validate that all systems display “Registered” status in SAP BTP.
4. Subaccount Data Center Planning
• Align your subaccounts for production and non-production (test/pre-prod) use.
• Choose the nearest and most suitable data center region to reduce latency and maintain
unified access.
5. Create and Configure SAP BTP Subaccount
• In SAP BTP’s Account Explorer, create a new subaccount.
• Choose a region close to your SAP applications.
• Enable Cloud Foundry and create a Space for Joule setup.
6. Trust Configurations
• In your subaccount, establish trust with SAP Cloud Identity Services.
• Add all relevant SAP applications’ URLs as Trusted Domains, both in the BTP subaccount and
in SAP Cloud Identity Services.
7. Assign Entitlements and Activate SAP Build Work Zone
• Add SAP Build Work Zone (foundation plan) to your subaccount’s entitlements.
• From Service Marketplace, activate both “instance foundation” and “subscription
foundation” plans.
• Create Service Keys; these will be needed for subsequent steps.
8. Assign Roles
• Assign “Launchpad_Admin” role to necessary users in the BTP subaccount to manage Joule
and Work Zone services.
9. Run the Joule Booster
• Go to Booster in your SAP BTP Global Account; search for and launch the Joule booster.
• Follow the guided steps:
• Select subaccount and space.
• Choose systems (e.g., SAP S/4HANA Cloud, SuccessFactors) for integration.
• Decide on Testing vs. Production integration.
• Select capabilities and finalize system connections.
• The booster validates all settings and completes Joule activation in a matter of minutes.
10. Post-Activation Tasks
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• Check new “Formations” in System Landscape to ensure your logical SAP system groupings
(formations) show “Ready” status.
• Configure necessary Destinations in the BTP subaccount using the Service Key details.
• Validate that SAP Build Work Zone and Joule services are live and systems are properly
linked.
Best Practices and Considerations
Step Best Practice
Account Planning Centralize services in a shared/global account
Entitlement Management Double-check before starting setup
Trust & Security Consistently synchronize trusted domains across all systems
Booster Execution Ensure all prerequisites are completed for smooth activation
Post-Go-Live Validate system readiness and maintain administration regularly
Key Benefits of the Unified Setup
• Single, Streamlined Integration: Reduces duplication and maintenance across multiple SAP
solutions.
• Rapid Activation: Most customers complete the setup in 15–20 minutes, given all
prerequisites are in place.
• Central Identity and Landscape Management: Simplifies user access, data security, and
unified administration.
• Scalable Architecture: Easily extend integration to new LoBs as needed.
Troubleshooting Tips
• If systems do not appear or cannot be added, confirm entitlement and contract status.
• For missing Extension Center in SuccessFactors, activate it via SFSF Provisioning/Upgrade
Center.
• For token or landscape issues, SAP recommends raising a ticket with proper details (system,
datacenter) using the component BC-NEO-EXT-SF.
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1. Planning to opt for Joule access
To commercially activate Joule please contact your SAP support contacts directly.
If you, as a customer are eligible to activate Joule, please ensure to share the SAP Business
Technology Platform Global Account ID where you need Joule while discussing this with your Account
Executive or Sales rep. Since Joule is a shared service among all LoB it’s important to have a common
SAP BTP Global Account that you may have.
Global Account ID can be found in the SAP BTP URL where "xxxxxxx" is the Account ID:
https://emea.cockpit.btp.cloud.sap/cockpit/#/globalaccount/xxxxxxxxxxxx-xxxx-xxxx-xxxx-xxxxxxx/
2. Check your SAP BTP Account for Joule Entitlements
Log in to your SAP BTP system and see if the Joule Entitlement is assigned. Within your SAP BTP
system, go to Entitlements -> Service Assignments and search for Joule as shown below. If you have
the service assigned, then we are good.
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You may also search for SAP Work Zone, standard edition - foundation plan and you should be able to
find it.
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3. System Landscape – Register an SAP System
This is part of the setup process for any extension scenario to your SAP Systems, and it has been
introduced as part of the Unified Customer Landscape (UCL) management capabilities. In most
scenarios, the systems under the same customer contract should be auto-discovered; in case they
are not, you may go ahead and add them manually. This registration process is required to ensure
your SAP BTP System can connect with your SAP systems.
As part of the unified Joule setup, I am going to consider the setup for SAP SuccessFactors and SAP
S/4HANA Cloud Public Edition. As and when we announce more LoBs we need to follow the same
process of Registering the SAP Systems in SAP BTP before Joule activation.
To do the system registration, go to your SAP BTP cockpit, click on System Landscape -
> select Systems ->, and look for your SAP S/4HANA Cloud public edition; as mentioned, it should be
auto-discovered in the Systems Tab as shown below. In case it’s missing you can go ahead and add
the system manually.
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Once you find the system, click on it, and you will see the Get Token option; please Click on it.
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In the pop-up screen, for the Communication Scenario Groups option, you can select All
Communication Scenarios and Click on Get Token.
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This will generate a new token, please copy the token as shown below.
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Repeat the same steps for SAP SuccessFactors, identify your tenant, and “Get Token” by
selecting All Communications Scenarios. This is a common process for all(most) of LoB for Joule
setup.
3a. SAP S/4HANA Cloud Public Edition – Maintain Extensions on SAP BTP
This step is used to maintain extensions with your SAP Business Technology Platform. Once you
maintain the extensions, both systems will be able to communicate as required by UCL. To do this,
you can go to your SAP S/4HANA Cloud system, search for Maintain Extensions on SAP BTP, and click
on New to enter the Token generated in the SAP BTP System.
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On the Create New Extension page, paste the Token Value and enter a meaningful description that
can help you recognize the extension scenario. In my case, I have entered the description as Joule
Integration and click on Create.
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Once you create this, you should be able to see the status in your SAP S/4HANA Cloud Public Edition
systems as Enabled as shown below.
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3b. SAP SuccessFactors - Extension Center
In your SAP SuccessFactors -> go to Extension Center -> Enter the token value that you copied from
the BTP Account in the Integration Token field and click on Add. Once you add this token, you should
be able to see the Multi-Cloud Environment list with your SAP BTP Global Account ID, please click on
the refresh button and ensure you see the message Integrated.
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Note: In case of missing Extension Center option in your SAP SFSF
- The service should be activated in the SFSF Provisioning -> Select Enable Extension Center.
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Go to Admin Center -> Upgrade Center -> select "Extension Centre", and click Upgrade now, to
upgrade it.
If you encounter any issues while adding tokens in the SFSF system, you can create a ticket using the
component BC-NEO-EXT-SF and share the Company ID of the affected SFSF system along with Data
Center details.
3c. Validate your System Registration in SAP BTP
We need to ensure that the System Landscape registration process is successful. You can go back to
your SAP BTP Global Account, click on System Landscape, look for SAP S/4HANA Cloud public edition
and SAP SuccessFactors, and ensure the status is Registered as shown below. I have attached a
sample screen below.
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The above steps confirm our preparation for the SAP S/4HANA Cloud public edition and SAP
SuccessFactors systems readiness to integrate with Joule.
4. Plan your SAP BTP Subaccount Data Center
This is one of the crucial steps for a Joule setup -unified experience, as we recommend having
minimal subaccounts, and we recommend having only 2 instances where you have a dedicated
account for test/pre-prod and the other for production landscape.
As mentioned in my previous blogs, you may pick the nearest Joule Data Center of your choice based
on the list.
Let me take this example:
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In my case, I have the following systems with common SAP Cloud Identity Services for test and
production systems. I have prepared a list to understand the nearest and most suitable subaccount
where I can activate Joule, which can be integrated into the entire landscape.
This assessment may require multiple stakeholders and finalizing a common subaccount. It can get
complex if you have different SAP Cloud Identity Services, SAP applications in various geographical
locations, etc. Please take time to discuss and finalize on unified integration.
You may start with one service and integrate other SAP applications as the LoB decides based on
requirements. So, this is not a showstopper for now, as you can plan to activate Joule in any system
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at any time. If you need more information, please refer to my previous blogs on selecting a Joule data
center.
Once you finalize a data center for your Joule subaccount we can move to the next step.
5. Create SAP BTP Subaccount
Now let us go ahead and create a new subaccount where you will be able to activate SAP Build Work
Zone and integrate the Joule service in your SAP BTP Subaccount.
In your SAP BTP Global Account, in the Account Explorer section, you can click on Create and
select New Subaccount, enter a Display Name as required, and select the Region that is nearest to
your SAP S/4HANA Public Cloud, you can refer to the Joule-supported Data Center. In my case, I have
selected the European region. Once you fill in the required details you can click on Create once the
details are filled.
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• You can name your SAP BTP Subaccount as per your choice, we are demonstrating the
unified approach with a non-production / test system
• We are using the nearest data center for our subaccount which is Europe Frankfurt EU10
• The subdomain name will be the unique value which will help us to recognize the System
Formation, and while selecting the systems. In case of any changes to the subdomain name,
you should be doing it now before creating the subaccount
6. Activate Cloud Foundry and Create a Space
We are going to use Cloud Foundry for our Joule setup. To do so, navigate to your Overview page
within your subaccount and click on Enable Cloud Foundry, as shown below.
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Select the Standard plan and agree on the terms and conditions as shown below, you may want
to check/edit the values for Instance and Org Name as it usually picks up the Global Account along
with it, agree to the terms in case you see that option in your account, and then click on Create.
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Once the service is enabled, within the same page, click on Create a Space.
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Enter the Space Name as per your choice, select the required roles, and click on Create.
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7. Setup Trust Configuration with SAP Cloud Identity Service
In the Joule subaccount that you have created, you can click on Trust Configuration and click
on Establish Trust, this will pop up a new window with all the available Cloud Identity Services for
your company.
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Please select the Cloud Identity Service that you have enabled with your SAP applications and
click Next.
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In this screen, please validate if your SAP applications URL is using the domain model
“*.accounts.cloud.sap” or do you see “*.accounts.ondemand.com”, select the appropriate domain,
and click Next.
Example:
SAP S/4HANA Cloud: http://myxxxxxxx.s4hana.cloud.sap/
SAP SuccessFactors: https://hcm-eu30-preview.hr.cloud.sap/login?company=sapxxxxxx
In my case, all my SAP applications are using *.accounts.cloud.sap so I have opted for *.cloud.sap.
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We do not have to change anything here in the Configure Parameters window, as this is configuring
the Cloud Identity Service that will be used for application users. You can click Next.
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You can review the details and click Finish.
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7.1 Trust the Domain in your BTP Subaccount
Let's add the Trusted Domains. To do this, click on the Settings options in the Subaccount and click
on Add under Trusted Domain.
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Enter all your SAP Applications URLs manually, one by one (or use a wildcard value, as shown
below), and click Add.
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7.2 Trust the Domain in SAP Cloud Identity Services
We are going to do a similar activity to Trust the Domains in the SAP Cloud Identity Services. To do
this, log in to the SAP Cloud Identity Services that you use for the Joule setup, click on Applications
and Resources -> select Tenant Settings -> and then click on Customization -> click on the Trusted
Domains option -> add your SAP SuccessFactors and SAP S/4HANA Cloud Public Edition URLs, as
shown below.
This is required for all SAP LoB systems in case you plan to setup with Joule.
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8. Add Entitlements
Within your Joule SAP BTP Subaccount, you can click on Entitlements and click on Entity
Assignments -> click on Edit -> click on Add Service Plans. Search for SAP Build Work Zone, standard
edition -> select the foundation plan as shown below -> click on Add 2 Services Plans -> click
on Save the settings.
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9. Activate the SAP Build Work Zone - Subscriptions and Instances
Before we run the Joule booster, we must prepare the SAP BTP Subaccount to communicate with
Joule and the SAP applications. We shall look into the process of activating SAP Build Work Zone, and
the destinations.
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9.1 Activate SAP Build Work Zone, standard edition - foundation plan
Please navigate to your Joule SAP BTP Subaccount -> click on Services -> click on Service
Marketplace -> search for Work Zone -> Remember we have added two plans - both need to be
activated.
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You may click on the Service Plan SAP Build Work Zone, standard edition as shown -> click Create.
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In this screen, select the Plan – Instances foundation, the Runtime Environment and Space that we
created should be populated automatically, if not please ensure to select it, enter the Instance
Name of your choice like joulewzcli, and click Create as shown below.
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Once this is created, go back to the Service Marketplace page, select SAP Build Work Zone, standard
edition, select the Plan as Subscription foundation -> click on Create.
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You can click on View Subscription to navigate to the Instances and Subscriptions page to see the
progress. Once it completes, you should be able to see these services active in your SAP BTP
Subaccount.
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9.2 Create the Service Key
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We will now be creating a Service Key which will be used during the destination creations and for SAP
Cloud Identity Services – Identity Provisioning Services (source & target) role mapping to your Work
Zone. To create a service key, within the Instances and Subscriptions page click on “…” or “>” which is
listed under the Instances, in my case it is joulewzcli -> look for the options Service Key and click
on Create -> enter a meaningful name and click on Create as shown below.
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Once the service key is created, you need to download it as shown below.
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9.3 Assign Role Collection
As the SAP Build Work Zone service is created, we can assign the Launchpad Admin role which will
allow the user to access the Work Zone services. In the subaccount click on Security -> click
on Users -> select the user name who needs the Launchpad Admin role (two users will show up, one
of them with your Default Identity Provider and the other with your SAP Cloud Identity Service) ->
click on Assign Role Collection -> select the role Launchpad_Admin and click on Assign Role
Collection.
Image 36 (37 & 38 are deleted as its no longer needed)
9.4 Validate the Systems
As the last step, we need to validate that the SAP Build Work Zone, a standard edition service we
have created shows up in the Systems. To check, navigate to your SAP BTP Global Account -> click
on System Landscape -> click on Systems -> search for your subaccount name.
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10. Run the Joule Booster for the Unified Setup
Now that we have the required configurations, we can activate the Joule service for the subaccount
with the Joule booster. Navigate to your SAP BTP Global Account, click on the Booster option, search
for Joule, and click on the Start option.
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The system automatically checks the prerequisites related to Authorizations, Entitlements, and the
availability of the Cloud Identity Services. If you have everything required, you should be able to
continue further, as shown below; you can click on Next.
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In the next step, you will be required to select the subaccount that we created and add the required
configurations. In my case, I have selected the subaccount “Joule Test—Unified Setup,” and the other
settings should be populated automatically. Ensure the Space is selected, and click on Next.
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In the Select Integrations screen, we need to select the SAP applications that we want to integrate
with Joule. In our case, we are demonstrating SAP S/4HANA Cloud Public Edition and SAP
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SuccessFactors, so we select them. If you are setting this for your Dev or QA, you can select Testing as
the integration, and if it’s for Production, you can select Production for the integration scenario.
I am also selecting SAP Build Work Zone during this demo to demonstrate the SAP
Start and SAP Mobile Start Services which will be in my next blog (once Generally Available). If you
plan to use SAP Start and SAP Mobile Start, please select this service and you can use the services
once they are Generally Available.
Once you select the required services, click on Next.
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In the Select Capabilities screen, select the SAP Products whose capabilities you want to provision to
your Joule instance.
Select the option if you wish to share conversation data submitted by users for the improvement of
Joule. Ideally, I recommend this option to help SAP with product improvements; however, it's
completely optional.
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In the Set-Up Integrations screen, we need to have a unique formation name for Joule that will be for
your setup. Ideally, this value is auto-generated, and you can select the systems that you want to
integrate with. In my case, we have selected the SAP Build Work Zone, SAP Cloud Identity Services,
which is common for all the services, SAP SuccessFactors, and SAP S/4HANA Cloud public edition
systems.
If you have multiple systems, the drop-down menu will contain many options; please be
very careful during this selection process.
Once you have the systems selected, click on Next.
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On this screen, the Booster automatically validates the selections, and if everything is good, you
should be able to see the DONE as shown below; once you validate it, click on Next.
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On the last screen, you can Review all the details and the selections that you have made. If they are
all good, you can click on Finish.
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This may take around 2-4 minutes to complete the booster activation and subscriptions.
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You should be able to see the Setup Completed message as shown below. This confirms the Joule
Booster process.
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11. Post Booster Validations
Once you have the Success message from the Joule Booster, we will need to validate the Formations
that the booster has created. To validate this, you can navigate to your SAP BTP Global Account, click
on System Landscape -> click on Formations, and look for the formation ID that you have created
with the booster. You should be able to see the status “Ready” as shown below.
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The formation created here is a logical grouping of SAP systems that can be extended in a business
scenario. Formations allow you to combine SAP solution systems and a subaccount in SAP BTP to
simplify the connectivity setup and provide a unified view of all components required for
implementing your extension scenario. Once the formation is created, you can include an SAP
solution system in it and change it anytime.
13. Create NavigationService Destination
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We need the destination services for Joule to work with your LoB applications, such as SAP SFSF, SAP
S/4HANA Cloud public/private, and Joule with Analytical Capabilities. To create this, you can navigate
to your SAP BTP Subaccount, expand the Connectivity option, and click on Destination.
Click on Create Destination to create a new destination. In the new window, please enter the
following details (we need the Service Key file that is created in your BTP Subaccount in the above
steps):
Field Value
“NavigationService” (should be the same value as mentioned, case
Name
sensitive)
Type HTTP
portal-service URL
URL from the service key created for the service instance of SAP Work Zone,
standard edition.
Proxy Type Internet
Authentication OAuth2UserTokenExchange
Client ID
Client ID from the service key created for the service instance of SAP Build Work
Zone, standard edition.
Client Secret
Client Secret from the service key created for the service instance of SAP Build Work
Zone, standard edition.
Token Service URL
Dedicated
Type
https://<uaa url>/oauth/token
Token Service URL It’s the value from the SAP BTP Subaccount - Service Key, just below the
Client Secret
Additional Properties
Use default JDK trust
Enable this option
store
Please verify the details as shown below and click on Save.
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