Document Management with SAP DMS

Información

• Editorial: SAP PRESS
• Autores: Eric Stajda
• Año: 2013
• Edición: 2
• Páginas: 279
• Idioma: Inglés

Descripción

Managing the creation, storage, and security of your documentation is vital to today's enterprises. With this comprehensive guide, master the functionality and configuration of SAP's Document Management Solution (DMS). Full of practical and technical details, this title is perfect for a project manager or lead consultant who wants to effectively understand and use the Document Management System in SAP.

• Master DMS functionality and configuration with real-world examples and tips
• Explore the different ways to interact with DMS, including Easy DMS, CAD integration, BAdIs, and user exits
• Up to date for ERP 6, PLM 7.01 and 7.02

Aspectos Destacados

• DMS project implementation
• Infrastructure
• Security and authorizations
• SAP Easy DMS
• Document hierarchy
• Web UI
• Integration with CAD

Aprenderás sobre

• Approval Workflows:
  Create a basic approval workflow or move on to more complex document workflows with details on how to use BAdIs and user exits.
• DMS Configuration:
  Explore SAP DMS configuration with detailed insight on the configuration of process routes, number ranges, lab offices and more.
• Integration:
  Understand the tools for integrating SAP DMS with CAD and Microsoft and explore the benefits and challenges of integration.

Tabla de Contenidos

• 1 Introduction
• 1.1 What Is SAP DMS?
• 1.2 Benefits of SAP DMS
• 1.3 SAP DMS Project Complexity
• 1.4 Resources Required for a Project
• 1.5 How to Use This Book
• 1.6 A Note on the Availability of SAP DMS
• 1.7 Summary

• 2 Questions to Answer before Starting Your SAP DMS Project
• 2.1 Defining Which Documents to Manage with SAP DMS
• 2.2 How Documents Fit Into the Overall Business Process
• 2.3 How to Search for Stored Documents
• 2.4 Define the Lifecycle of Documents
• 2.5 The Change Control Process
• 2.6 A Formal Approval Process
• 2.7 Identify Business Roles and Mapping
• 2.8 Security Requirements
• 2.9 Defining Which Type of Application Files to Store
• 2.10 Document Numbering
• 2.11 Change History Requirements
• 2.12 Versions and Revisions
• 2.13 Management of Content Versions
• 2.14 Searching and Maintenance in Multiple Languages
• 2.15 Full-Text Search Requirements
• 2.16 Stored Document Volume and Size
• 2.17 Locations for Document Creators versus Consumers
• 2.18 Document Retention Requirements
• 2.19 Conversion to Neutral Format for Long-Term Retention
• 2.20 Interface with External Systems
• 2.21 Data Migration Requirements
• 2.22 Training
• 2.23 Organizational Change Impact
• 2.24 Summary

• 3 SAP DMS Step-by-Step Instructions
• 3.1 SAP DMS Transactions
• 3.2 Transaction CV01N: Creating a Document Information Record
• 3.2.1 Execute Transaction CV01N (Create Document)
• 3.2.2 Fill Out Relevant Fields on the Document Data Tab
• 3.2.3 Add an Original File
• 3.2.4 Check in an Original File
• 3.2.5 Fill Out Attributes on the Addnl Data Tab
• 3.2.6 Add a Language-Dependent Description
• 3.2.7 Link the New Document to Another SAP Object
• 3.2.8 Save the Document Information Record
• 3.3 Transaction CV02N: Changing a Document Information Record
• 3.3.1 Execute Transaction CV02N (Change Document)
• 3.3.2 Update the Description Field and Lab Office
• 3.3.3 Change the Status of the Document Information Record
• 3.3.4 Add Object Links
• 3.3.5 Save the Document Information Record
• 3.3.6 Create a New Version of the Document Information Record
• 3.3.7 Check Out the Original File Associated with the New Version
• 3.3.8 Check in the Original File after Changes
• 3.3.9 Add Another Original File to the New Version
• 3.4 Transaction CV03N: Displaying a Document Information Record
• 3.4.1 Display an Original File Associated with the Document Information Record
• 3.4.2 Display the Status Network
• 3.4.3 Review the Change History for the Document Information Record
• 3.4.4 Check How Many Versions Are Available for a Document Information Record
• 3.5 Transaction CV04N: Searching for a Document Information Record
• 3.5.1 Search for a Document Information Record by Document Type and User
• 3.5.2 Search for a Document Information Record by Document Type and Classification Attributes
• 3.5.3 Search for a Document Information Record by Object Link
• 3.5.4 Search Long Text for a Document Information Record
• 3.5.5 Full-Text Search
• 3.6 Additional SAP DMS Functionalities
• 3.6.1 Copy a Document Information Record
• 3.6.2 Delete a Document Information Record
• 3.6.3 Show the Sequence of Sources
• 3.6.4 Creating and Displaying the Document Hierarchy
• 3.6.5 Display the Status Log
• 3.6.6 Set and Display Revision Levels
• 3.6.7 Execute a Document Where Used
• 3.6.8 Create a Document Structure
• 3.6.9 Copy an Original File to a Local Directory
• 3.6.10 Reset Check-Out
• 3.7 Product Structure Browser
• 3.7.1 Select the Focus of the Product Structure Browser
• 3.8 Classification Search
• 3.8.1 Example Classification Search
• 3.9 Document Distribution
• 3.10 Internal Viewer
• 3.11 Summary

• 4 Configuring SAP DMS
• 4.1 Questions to Answer before Starting the Configuration
• 4.2 SAP DMS Configuration in the SAP IMG
• 4.3 Configuration Steps
• 4.4 Defining Number Ranges
• 4.5 Creating Document Types
• 4.5.1 Configuration Location
• 4.5.2 Configuration Example
• 4.5.3 Configuration Steps
• 4.6 Defining Laboratories/Design Offices
• 4.7 Defining Revision Levels
• 4.8 Defining Workstation Applications
• 4.8.1 Example Workstation Application: Microsoft Word
• 4.8.2 Workstation Application Details
• 4.8.3 Define Workstation Application in Network
• 4.8.4 Define Templates for Original Files
• 4.8.5 Set Up Microsoft Office Integration
• 4.9 Maintain a Default Entry for Frontend Type “PC”
• 4.10 Start Processing for Documents
• 4.11 Define Workstation Application for Thumbnails
• 4.12 Define Profile
• 4.13 Additional Configuration Items
• 4.14 Summary

• 5 Infrastructure Requirements
• 5.1 Content Server
• 5.1.1 Content Server Requests
• 5.1.2 Choosing Database- or File-Based Storage
• 5.1.3 Key Transactions for the Content Server
• 5.1.4 Content Server Quick Installation Guide
• 5.2 Cache Server
• 5.2.1 Cache Size and Deletion
• 5.2.2 Determining Path for Client Requests
• 5.2.3 Key Transactions for the Cache Server
• 5.2.4 Customizing for the Cache Server
• 5.3 Index Server (TREX)
• 5.3.1 Benefits of Full-Text Searching
• 5.3.2 Executing a Full-Text Search
• 5.3.3 Use of TREX and SAP PLM 7.01
• 5.4 Conversion Server
• 5.4.1 SAP Software’s Part in the Conversion Process
• 5.4.2 Sample Conversion Scripts and Tools
• 5.4.3 Configuration of the Conversion Server
• 5.5 Conversion with SAP Visual Enterprise Generator
• 5.6 Developing Your Infrastructure Architecture
• 5.6.1 Types of Users at Each Location
• 5.6.2 Which Functionalities to Implement
• 5.6.3 Wide Area Network Capability
• 5.7 Summary

• 6 SAP DMS Security
• 6.1 Defining Your Security Requirements
• 6.2 Standard SAP DMS Authorization Objects
• 6.2.1 Authorization Object C_DRAW_TCD: Activities for Documents
• 6.2.2 Authorization Object C_DRAW_TCS: Status-Dependent Authorization
• 6.2.3 Authorization Object C_DRAW_STA: Document Status
• 6.2.4 Authorization Object C_DRAW_BGR: Authorization Group
• 6.2.5 Authorization Object C_DRAD_OBJ: Object Link
• 6.2.6 Authorization Object C_DRAW_DOK: Document Access
• 6.2.7 Authorization Object C_DRZA_TCD: Activities for Recipient Lists
• 6.2.8 Authorization Object C_DRZI_TCD: Distribution Order
• 6.3 Additional Non-SAP DMS Authorization Objects
• 6.3.1 Authorization Object C_TCLA_BKA: Authorization for Class Type
• 6.3.2 Authorization Object C_KLAH_BKL: Authorization for Class Type
• 6.3.3 Authorization Object C_STUE_BER: Bill of Material Maintenance
• 6.4 Use of Access Control Lists
• 6.4.1 Override of ACL via Authorization Object ACO_SUPER
• 6.5 SAP PLM 7.01: Access Control Management
• 6.6 Customer-Specific Authorization Checks
• 6.7 Summary

• 7 Frontends to SAP DMS
• 7.1 WebDocuments
• 7.1.1 The Technology behind WebDocuments
• 7.1.2 Configuration of WebDocuments
• 7.1.3 An Example of Working in WebDocuments
• 7.2 SAP Easy DMS
• 7.2.1 SAP Easy DMS Installation
• 7.2.2 SAP Easy DMS Configuration
• 7.2.3 SAP Easy DMS and Microsoft Windows Explorer
• 7.2.4 Controlling SAP Easy DMS via Registry Settings
• 7.2.5 Additional Features When Working with Files in SAP Easy DMS
• 7.2.6 Additional Features When Working with Folders in SAP Easy DMS
• 7.2.7 Searching
• 7.2.8 Editing Offline
• 7.2.9 Adjusting the Layout
• 7.2.10 Using Filters
• 7.2.11 Effort for Implementing SAP Easy DMS
• 7.3 SAP DMS Portal iView
• 7.4 Summary

• 8 SAP PLM 7.02 DMS Web UI
• 8.1 Introducing the New Web UI for SAP DMS
• 8.2 Working with the SAP PLM 7.02 DMS Web UI
• 8.2.1 Logging Into SAP PLM 7.02 DMS via SAP NetWeaver Business Client
• 8.2.2 Create Document
• 8.2.3 Populate General Data
• 8.3 Additional Features of the SAP PLM 7.02 Web UI
• 8.3.1 My Objects
• 8.3.2 Simple Search
• 8.3.3 Advanced Search
• 8.3.4 Side Panel
• 8.3.5 “You Can Also” Functionality
• 8.3.6 Object Navigator
• 8.3.7 Personal Object Work List
• 8.3.8 Document Browser
• 8.3.9 Extended Document Browser
• 8.3.10 SAP PLM Web UI Inbox
• 8.4 SAP PLM 7.02 DMS Web UI Additional Configuration Items
• 8.4.1 SAP IMG Configuration Items
• 8.5 Summary

• 9 Integrating a CAD System to SAP DMS
• 9.1 Available SAP CAD Integration Interfaces
• 9.2 Capabilities and Benefits of CAD Interfaces
• 9.2.1 Capabilities
• 9.2.2 Benefits
• 9.3 SAP CAD Desktop
• 9.4 Example CAD Integration Scenario
• 9.5 CAD Data Migration
• 9.6 SAP Visual Enterprise Tools and CAD Data
• 9.7 Summary

• 10 Simple Document Approval Process using SAP Workflow
• 10.1 The Workflow Scenario
• 10.2 Required SAP DMS and Workflow Configuration
• 10.3 Creating the Workflow Definition
• 10.3.1 Execute Transaction PFTC (Task: Maintain)
• 10.3.2 Enter Information on the Basic Data Tab of the Workflow Definition
• 10.3.3 Create New Container Element
• 10.3.4 Save the Workflow Definition
• 10.3.5 Add Triggering Event
• 10.3.6 Start the Workflow Builder
• 10.3.7 Set the Additional Start Conditions
• 10.3.8 Add Tasks to the Workflow
• 10.3.9 Activate the Workflow
• 10.4 Execute and Test the Workflow
• 10.5 Summary

• 11 SAP DMS BAdIs and User Exits
• 11.1 About SAP BAdIs and User Exits
• 11.2 BAdIs Relevant to SAP DMS
• 11.2.1 BAdI DOCUMENT_MAIN01: General Document Processing
• 11.2.2 BAdI DOCUMENT_THUMBNAIL: Enhancement for Thumbnails
• 11.2.3 BAdI DOCUMENT_AUTH01: Checking Authorization from the DMS
• 11.2.4 BAdI DOCUMENT_FILES01: Processing of Original Application Files
• 11.2.5 BAdI DOCUMENT_STORAGE01: Transport of Original Application Files
• 11.2.6 BAdI DOCUMENT_STATUS01: Status Checks
• 11.2.7 BAdI DOCUMENT_MAIN02: Document Exits and Menu Enhancements
• 11.2.8 BAdI DOCUMENT_NUMBER01: Checking the Attributes of the Document Key
• 11.2.9 BAdI: DOCUMENT_PROC01: Filter for SAP DMS Processes
• 11.2.10 BAdI DOCUMENT_WEB01: Enhancements for the DMS@Web Scenarios
• 11.2.11 BAdI DOCUMENT_OFFINTEGR01: Enhancements for Microsoft Office Integration
• 11.2.12 BAdI DOCUMENT_ECL01: Displaying Original Application Files with the Viewer
• 11.2.13 BAdI CONVERTER_MAIN01: Exits during Conversion
• 11.3 User Exits Available in SAP DMS
• 11.4 Enhancement of SAP DMS in PLM 7.01
• 11.5 Summary

• 12 Conclusion
• 12.1 SAP DMS: Now You Know It
• 12.1.1 Introduction
• 12.1.2 Questions to Answer before Starting Your SAP DMS Project
• 12.1.3 SAP DMS Step-by-Step Instructions
• 12.1.4 Configuring SAP DMS
• 12.1.5 Infrastructure Requirements
• 12.1.6 SAP DMS Security
• 12.1.7 Frontends to SAP DMS
• 12.1.8 SAP PLM 7.02 DMS WebUI
• 12.1.9 Integrating a CAD System to SAP DMS
• 12.1.10 Simple Document Approval Process using SAP Workflow
• 12.1.11 SAP DMS BAdIs and User Exits
• 12.2 The Future of SAP DMS
• 12.3 Summary

• Appendices
• A Glossary
• B Review of Menu Items
• B.1 Menu Option Document
• B.2 Menu Option Edit
• B.3 Menu Option Goto
• B.4 Menu Option Extras
• B.5 Menu Option Environment
• B.6 Menu Option Originals
• B.7 Additional Resources
• C The Author

• Index

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