Document Management with SAP S/4HANA
Información
- Editorial: SAP PRESS
- Autores: Jawad Akhtar
- Año: 2020
- Edición: 1
- Páginas: 406
- Idioma: Inglés
Descripción
Well-kept records are the key to success—so learn how to maintain yours with Document Management System! Get step-by-step instructions for implementing and configuring DMS in SAP S/4HANA, from using SAP Activate to defining master data. Set up document information records and then see how to structure, distribute, and report on them. Whether you need a system that supports digital signatures, engineering change management, or specialized workflows, this guide has you covered!
- Configure DMS in SAP S/4HANA with step-by-step instructions
- Classify and manage your business-critical records
- Use digital signatures and engineering change management
Aspectos Destacados
- Master data
- Classification
- Document information record (DIR)
- Structuring and distribution
- Digital signatures
- Engineering change management
- Authorizations
- Workflows
- SAP Document Center
- SAP 3D Visual Enterprise Generator
- SAP Activate
Aprenderás sobre
- Configuration:
Get detailed instructions for configuring DMS. Set up your controls and general data, define offices, integrate with SAP Document Center, and map tags and other elements for use with SAP 3D Visual Enterprise Generator.
- Functionality:
Learn how to use all aspects of DMS including digital signatures, engineering change management, and authorization management. Master the all-important document information record, from its search capabilities to reporting.
- Implementation:
From the content server to the index server, explore the technical infrastructure that underpins DMS. Walk step by step through planning and executing your DMS implementation with SAP Activate.
Tabla de Contenidos
- Preface
- Who Is This Book For?
- How This Book Is Organized
- Example Scenario
- Conclusion
- 1 Introduction to Document Management
- 1.1 Digital Asset Repository
- 1.1.1 SAP Easy Document Management
- 1.1.2 WebDocuments
- 1.1.3 Generic Object Services
- 1.1.4 SAP Business Client
- 1.1.5 CAD Desktop
- 1.2 Cross-Linking Objects
- 1.2.1 Maintenance Management
- 1.2.2 Procurement
- 1.2.3 Project Management
- 1.3 Collaboration Hub for Business Partners
- 1.3.1 SAP Document Center
- 1.3.2 SAP Intelligent Product Design
- 1.3.3 SAP Engineering Control Center
- 1.4 Manage Documents App
- 1.5 Summary
- 2 Configuring Document Management System
- 2.1 Control Data
- 2.1.1 Define Number Ranges for Document Types
- 2.1.2 Define Document Types
- 2.1.3 Define Revision Levels
- 2.1.4 Activate Enhanced Document Search
- 2.1.5 Activate Document Browser and Access Control Lists
- 2.2 General Data
- 2.2.1 Define Data Carrier
- 2.2.2 Start Processing for Documents
- 2.2.3 Define Workstation Application
- 2.2.4 Set Up Workstation Applications for Thumbnail Images
- 2.2.5 Defining Laboratories/Design Offices
- 2.2.6 Define Profile
- 2.2.7 Define Templates for Original Files
- 2.3 Integration with SAP Document Center
- 2.4 Document Distribution
- 2.4.1 Activate Event-Type Linkage
- 2.4.2 Allocate Tasks to Persons Responsible
- 2.4.3 Verify Workflow Customizing
- 2.4.4 Make Office Settings for the Business Workplace
- 2.4.5 Define Context
- 2.4.6 Define Distribution Types
- 2.4.7 Generation of Distribution Packages
- 2.5 Conversion of Original Application Files
- 2.5.1 Maintain Converter
- 2.5.2 Define Conversion
- 2.6 SAP 3D Visual Enterprise Generator
- 2.6.1 Map the SAP 3D Visual Enterprise Generator Instance to the Logical Port
- 2.6.2 Maintain the Conversion Trigger
- 2.6.3 Map Storage Category to SAP 3D Visual Enterprise Generator Application Server
- 2.6.4 Define Tag Category
- 2.6.5 Map the Tag Name to the Tag Category
- 2.6.6 Map a Business Context Viewer Tag to a Tag Name
- 2.6.7 Maintain Tag Mapping
- 2.6.8 Maintain Application Usage
- 2.6.9 Define a Searchable Sequence for Viewable Files
- 2.6.10 SAP 3D Visual Enterprise Viewer
- 2.7 User Exits, BAdIs, and Configuration Object Checklist
- 2.8 Summary
- 3 Classification
- 3.1 Classification Overview
- 3.1.1 SAP S/4HANA Classification System
- 3.1.2 Describing an Object
- 3.2 Characteristics
- 3.2.1 Creating a Characteristic
- 3.2.2 Additional Details of Characteristics
- 3.3 Create a Class and Assign Characteristics
- 3.3.1 Class Creation
- 3.3.2 Class Types
- 3.3.3 Class Hierarchies
- 3.4 Object Dependencies
- 3.5 Assigning a Class to a DMS Document Type
- 3.6 Finding Objects Using Classification
- 3.7 Summary
- 4 Document Info Record Management
- 4.1 Creating a Document Info Record
- 4.1.1 Key Terminology
- 4.1.2 Basic Data
- 4.1.3 Long Text
- 4.1.4 Document Statuses and Status Network
- 4.2 Originals
- 4.2.1 Adding Originals to a Document Info Record
- 4.2.2 Checking In and Checking Out Originals
- 4.2.3 Changing, Displaying, Deleting, and Printing Originals
- 4.3 Classification System and Additional Data
- 4.4 Object Links
- 4.5 Document Browser
- 4.6 Changing a Document Info Record
- 4.7 Display a Document Info Record: Change History
- 4.8 Integrating with SAP ArchiveLink
- 4.9 Version and Part Management
- 4.9.1 New Version of a Document Info Record
- 4.9.2 New Document Info Record Part
- 4.9.3 View Active or All Versions
- 4.10 Searching Document Info Records
- 4.10.1 Search Options
- 4.10.2 Basic Documents Attributes
- 4.10.3 Search Additional Attributes or Classification
- 4.10.4 Object Links
- 4.10.5 Text or Long Text
- 4.10.6 Originals
- 4.10.7 Full Text
- 4.10.8 Document Browser
- 4.11 Additional DMS Functionalities
- 4.11.1 Copying and Deleting a Document Info Record
- 4.11.2 Creating and Displaying Document Hierarchy, Status Log, and Revision Levels
- 4.11.3 Document Where-Used Report
- 4.11.4 Reset Check-Out
- 4.12 Manage Documents App
- 4.12.1 Editing a Document with Manage Documents App
- 4.12.2 Creating a Document Info Record with the Manage Documents App
- 4.13 Summary
- 5 Structuring, Distribution, Conversion, and Reporting
- 5.1 Document Structuring
- 5.1.1 Document Hierarchy
- 5.1.2 Document Structure
- 5.2 Document Distribution
- 5.2.1 Recipients
- 5.2.2 Recipient List
- 5.2.3 Distribution
- 5.2.4 Distribution Log
- 5.2.5 SAP Inbox
- 5.2.6 My Inbox App
- 5.3 Reporting
- 5.3.1 Product Structure Browser
- 5.3.2 Finding Objects Using Classification
- 5.3.3 Document Where-Used List
- 5.4 Document Conversion
- 5.4.1 Conversion of Original Application File
- 5.4.2 Conversion with SAP 3D Visual Enterprise Generator
- 5.5 Summary
- 6 Digital Signatures
- 6.1 Configuring Digital Signatures
- 6.1.1 Define Authorization Groups
- 6.1.2 Define Individual Signatures
- 6.1.3 Define a Signature Strategy
- 6.2 Assigning Digital Signatures to Document Types
- 6.3 Triggering Digital Signatures
- 6.4 Managing Digital Signatures
- 6.5 Application of Digital Signatures in SAP S/4HANA
- 6.6 Summary
- 7 Engineering Change Management
- 7.1 Change Master
- 7.1.1 Configuring a Status Profile: User Status
- 7.1.2 Maintain Profile
- 7.1.3 Change Master Creation
- 7.1.4 Changes in the Document Info Record with a Change Number
- 7.1.5 Engineering Change Management Information System
- 7.2 Change Record
- 7.2.1 Manage Engineering Changes
- 7.2.2 Manage Change Records
- 7.2.3 Engineering Cockpit
- 7.3 Engineering Record
- 7.4 Management of Changes
- 7.5 Summary
- 8 SAP Cloud-Based Document Management Solutions
- 8.1 SAP Document Center
- 8.1.1 Create Folders and Add or Upload Files
- 8.1.2 Create Shared Folders and Add or Upload Files
- 8.1.3 Favorites, Recycle Bin, and Downloads
- 8.1.4 SAP Document Center Integration
- 8.2 SAP Cloud Platform Document Service
- 8.3 SAP Engineering Control Center
- 8.3.1 Product Overview
- 8.3.2 User Interface
- 8.3.3 Key Functions
- 8.4 SAP Extended ECM by OpenText
- 8.5 SAP Intelligent Product Design
- 8.6 SAP Innovation Management
- 8.7 Summary
- 9 Infrastructure Setup
- 9.1 Content Server Setup
- 9.2 Cache Server Setup
- 9.3 Index Server Setup
- 9.4 Conversion Server
- 9.5 SAP 3D Visual Enterprise Generator
- 9.6 Infrastructure Considerations
- 9.6.1 User Types at Each Location
- 9.6.2 Functionalities to Implement
- 9.6.3 Wide Area Network Capability
- 9.7 Summary
- 10 Authorization Management
- 10.1 Defining Security Requirements
- 10.2 Standard DMS Authorization Objects for Document Info Records
- 10.2.1 Activities for Documents
- 10.2.2 Status-Dependent Authorization
- 10.2.3 Document Status
- 10.2.4 Authorization Group
- 10.2.5 Object Link
- 10.2.6 Document Access to Originals
- 10.2.7 Activities for Recipient Lists
- 10.2.8 Distribution Order
- 10.3 Additional Non-DMS Authorization Objects for Classification
- 10.3.1 Authorization for Class Type
- 10.3.2 Authorization for Characteristic
- 10.3.3 Bill of Material Maintenance
- 10.4 Access Control Lists
- 10.5 Summary
- 11 Workflows in Document Management System
- 11.1 Defining Workflows and Maintaining Tasks
- 11.2 Creating Container Element
- 11.3 Triggering Event
- 11.4 Setting Up the Workflow Builder
- 11.5 Adding Tasks and Activating the Workflow
- 11.6 Trigger and Test the Workflow
- 11.7 Summary
- 12 Implementing Document Management System with SAP Activate
- 12.1 Introduction to SAP Activate
- 12.1.1 Methodology and Terminology
- 12.1.2 SAP Activate in the Roadmap Viewer
- 12.1.3 SAP Best Practices Explorer
- 12.1.4 SAP Jam for SAP Activate
- 12.1.5 SAP Solution Manager
- 12.2 SAP Activate Workstreams
- 12.3 Discover Phase
- 12.3.1 Identifying Key Pain Points
- 12.3.2 Preparing a Business Case to Implement Document Management System
- 12.3.3 Evaluating the Right Document Management System Solution
- 12.3.4 Prerequisites for the Chosen Document Management System Solution
- 12.4 Prepare Phase
- 12.4.1 Key Activities, Deliverables, and Milestones
- 12.4.2 Qualifying Digital Assets for Document Management System
- 12.4.3 Creating and Updating Standard Operating Procedures for DMS
- 12.4.4 Enabling Organizational Change Management
- 12.4.5 Document Retention and Document Lifecycle
- 12.4.6 Project Management and Program Management
- 12.5 Explore Phase
- 12.5.1 Data Load Preparation
- 12.5.2 Key Activities, Deliverables, and Milestones
- 12.6 Realize Phase
- 12.6.1 Key Configuration Objects
- 12.6.2 Testing
- 12.6.3 Training
- 12.6.4 System Configuration and Solution Walk-Through
- 12.6.5 Planning Cutover, End-User Enablement, and User Support
- 12.6.6 Key Activities, Deliverables, Milestones, and Decisions
- 12.7 Deploy Phase
- 12.7.1 Key Activities, Deliverables, and Decisions
- 12.7.2 Data Migration
- 12.8 Run Phase
- 12.8.1 Go-Live and Support
- 12.8.2 Support Options
- 12.8.3 Continuous Improvements and Innovations
- 12.9 Summary
Descargo de responsabilidad
SAP, otros productos SAP y servicios mencionados aquí así como sus respectivos logos son marca registrada de SAP SE (o una compañía afiliada de SAP) en Alemania y otros países. Nuestra compañía no está afiliada con SAP SE ni con ninguna de sus compañías afiliadas incluyendo pero no limitada a: Sybase, Business Objects, Hybris, Ariba y SuccessFactors. Todos los otros nombres, marcas, logos, etc. son marcas o servicios registrados de sus respectivos propietarios.
