Conguring SAP R/3 for Content
Services for SAP
Version 5.3 SP1
October 2005
Copyright © 1994-2005 EMC Corporation. All rights reserved.
Table of Contents
Preface
Chapter 1
Chapter 2
Chapter 3
...........................................................................................................................
7
...................................................
Overview ...................................................................................................
Understanding the Content Services for SAP architecture .............................
Supported SAP document formats ...............................................................
Understanding SAP and Content Services for SAP terms ..............................
13
14
16
16
Conguring the ArchiveLink Interface for Content Services
for SAP ..................................................................................................
Overview ...................................................................................................
oac0 — Defining a logical ArchiveID ............................................................
19
19
20
oag1 – Configuring basic settings .................................................................
oanr – Configuring number ranges ..............................................................
oaqi - Creating queues ................................................................................
oaat - Scheduling jobs .................................................................................
spad – Configuring optical archives as output devices...................................
20
21
21
22
22
sm50 – Verifying spool processes .................................................................
sole - Maintaining OLE applications ............................................................
oaa4 - Maintaining applications and configuring communications
protocol .....................................................................................................
Special protocols.....................................................................................
Protocol for anonymous logins ............................................................
Protocol for the SAP Inline Print List Viewer ........................................
Protocol for HTTP display ...................................................................
24
25
26
29
29
30
31
Customizing SAP Document Classes ....................................................
oac0 – Configuring content repositories........................................................
sm59 – RFC destination archives ..................................................................
sm59 - Testing connections ......................................................................
oac2 - Defining document types ...................................................................
oac3 - Defining links ...................................................................................
ALF Reports/Print Lists...............................................................................
Testing archiving reports.........................................................................
33
33
36
37
38
39
40
40
Deleting archived and linked documents .....................................................
Customizing FAX - scanned documents .......................................................
oaws – Settings .......................................................................................
Optional for SAP workflow .....................................................................
Optional for bar code ..............................................................................
42
42
42
43
44
Testing scanning documents ........................................................................
44
Introducing Content Services for SAP
Conguring SAP R/3 for Content Services for SAP
13
3
Table of Contents
......................................................................... 49
Chapter 4
Creating Custom BAPIs
Chapter 5
Conguring the DMS Interface for the Manage and View
Components ..........................................................................................
Configuring the Manage component ............................................................
Configuring the Manage and View components .......................................
Opening the Document Management Control Data window .....................
Configuring Document Management Control Data .......................................
Defining number ranges for document numbers .......................................
Defining document types ........................................................................
Defining and Maintaining Object Link descriptions ..................................
Configuring general data ............................................................................
Defining Data Carrier and Data Carrier Types ..........................................
Defining external DMS........................................................................
Defining data carrier type “server, front end” .......................................
Identifying Front-end computers .........................................................
Defining workstation application .............................................................
Defining workstation applications in network ......................................
Maintaining CAD systems ......................................................................
Configuring CAD integration ......................................................................
Configuring general data sub-levels .............................................................
Defining functions ..................................................................................
Allocating field sets ................................................................................
Defining field sets (CAD->SAP) ...............................................................
53
53
53
54
55
56
56
59
60
61
61
62
63
64
65
67
67
69
69
70
70
Conguring SAP for PP-PI ....................................................................
Configuring the Process Instruction category................................................
71
71
Defining Process Instruction category DCTM ...............................................
Configuring the Characteristics/Process Instruction category .........................
72
72
Chapter 6
4
Conguring SAP R/3 for Content Services for SAP
Table of Contents
List of Figures
Figure 1–1.
Content Services for SAP and SAP ...................................................................
Conguring SAP R/3 for Content Services for SAP
14
5
Table of Contents
List of Tables
Table 1–1.
Table 2–1.
Table 2–2.
Terms and definitions .....................................................................................
Field descriptions of change output device screen .............................................
Field descriptions of change output device screen .............................................
16
23
24
Table 2–3.
Table 2–4.
Table 2–5.
Table 2–6.
Table 2–7.
Table 2–8.
Table 2–9.
Field descriptions ...........................................................................................
Field descriptions ...........................................................................................
Field descriptions ...........................................................................................
Field descriptions ...........................................................................................
Field descriptions ...........................................................................................
Field descriptions ...........................................................................................
Field descriptions ...........................................................................................
25
26
27
28
29
30
32
Table 3–1.
Field descriptions ...........................................................................................
34
Table 3–2.
Table 5–1.
Table 5–2.
Table 5–3.
Table 5–4.
Field descriptions of New Entries table ............................................................
Number ranges ..............................................................................................
Field descriptions ...........................................................................................
Field descriptions ...........................................................................................
Object Link descriptions..................................................................................
39
56
57
59
59
Table 5–5.
Table 5–6.
Table 5–7.
Table 6–1.
Object Link descriptions..................................................................................
Function values ..............................................................................................
CAD field sets ................................................................................................
Field descriptions ...........................................................................................
60
69
70
73
6
Conguring SAP R/3 for Content Services for SAP
Preface
Purpose of this guide
This guide explains how to configure SAP to use Content Services for SAP 5.3 SP1 (CS
for SAP 5.3 SP1 or Content Services 5.3 SP1). It provides task-based instructions for
configuring SAP, so that it works together with Content Services.
Intended audience
In order to address the manuals to the correct audience, the roles of the users of the
manuals have been defined as follows:
•
System Administrator - This role covers users who install and configure Content
Services. The Content Services application integrates Documentum and the SAP R/3
system. Therefore, system administrators may require experience with:
— Windows XP, 2000, 2003, or HP-UX 11i
— UNIX (if Documentum Content Server or SAP R/3 are installed on a UNIX-based
platform).
— Documentum Technologies like Content Server and DFC
— SAP R/3 versions 4.6c or 4.7
— The following databases, depending on your system platform:
— DB2
— Oracle
— SQL Server
— Sybase
•
Content Services Administrator - This role covers users who manage Content Services
using WebAdmin.
•
Document Controller - This role covers those who release documents to SAP and
maintain the links to those documents.
•
Capture Operator - This role covers users who scan documents and create links to
the appropriate records in SAP.
•
Standard User - This role covers users who view documents using SAPGUI and the
View component of Content Services.
This manual is intended for system administrators.
Conguring SAP R/3 for Content Services for SAP
7
Preface
Revision history
This section contains a description of this document’s revision history.
Revision history
Revision Date
Description
January 2004
Initial publication of document for
Content Services for SAP 5.2.5.
Changed product name from eConnector
to Content Services for SAP. Changed
product version to 5.2.5
March 2004
Revised publication for Content Services
for SAP 5.2.5 SP1
January 2005
Revised publication for Content Services
for SAP 5.2.5 SP3
June 2005
Revised publication of document for CS
for SAP - Archiving Server 5.3
October 2005
Revised publication for Content Services
for SAP 5.3 SP1
Organization of this guide
This guide contains the following chapters. The table below lists the information that
you can expect to find in each.
Organization of this guide
8
Chapter
Contents
Chapter 1, Introducing Content Services
for SAP
Provides an overview of Content Services
for SAP.
Chapter 2, Configuring the ArchiveLink
Interface for Content Services for SAP
Describes how to configure SAP for
document, report and, data archiving.
Chapter 3, Customizing SAP Document
Classes
Describes how to customize SAP
document classes.
Chapter 4, Creating Custom BAPIs
Describes how to create custom BAPIs for
linking and querying.
Conguring SAP R/3 for Content Services for SAP
Preface
Chapter
Contents
Chapter 5, Configuring the DMS Interface
for the Manage and View Components
Describes how to configure SAP’s DMS
interface for the Manage and View
components of Content Services.
Chapter 6, Configuring SAP for PP-PI
Describes how to configure SAP PP-PI for
Content Services.
Typographic conventions
This guide uses the following text conventions:
Typographic conventions used in this guide
Convention
Description
>
Represents a pop-up or pull-down menu.
<Text enclosed within angle brackets>
Represents a variable name for which you
must provide a value, or a defined term.
Information in this font
Represents code samples, user input, and
computer output.
[] square brackets
Used in method command syntax
specifications, square brackets indicate an
optional argument.
{} curly brackets
Used in method command syntax
specifications, curly brackets indicate an
optional argument that can be repeated
more than once.
Related documentation
This manual forms part of a documentation suite designed to support those who install,
configure, and use Content Services for SAP. The product and documentation suite can
be found on Documentum’s download center: https://documentum.subscribenet.com.
From Subscribenet, you can download the latest version of Content Services for SAP and
the related documentation suite. To access the contents in Subscribenet, you will need to
provide the login credentials assigned to you when you first applied for access.
Note: Your login ID, by default, is your email address. If you cannot locate your
password, use the password finder at the bottom of the login page.
Conguring SAP R/3 for Content Services for SAP
9
Preface
If you’re accessing Subscribenet for the first time, you will need to apply for access and
obtain a user name and password. Refer to Applying for access.
Content Services for SAP — documentation suite
Title
Description
Target role
Content Services for SAP
Release Notes
Provides an overview
of new and amended
features, known bugs,
limitations, miscellaneous
technical notes, and
documentation correctness
and clarifications.
Standard User, System
Administrator, System
Administrator (SAP),
and Content Services
Administrator
Content Services for SAP
Installation Guide
Provides the procedures
for installing Content
Services.
System Administrator
Configuring SAP R/3 for
Content Services for SAP
Describes the configuration
tasks that need to be
performed in SAP so that
SAP can communicate with
Content Services.
System Administrator
(SAP)
Content Services for SAP
Administration Guide
Describes how to configure
Content Services using the
WebAdmin tool.
Content Services
Administrator
Content Services for SAP
User Guide
Describes how SAP users
view documents.
Standard User
Note: Content Services extensively uses SAP’s ArchiveLink component. Please refer to
SAP ArchiveLink’s documentation for information on how you can perform advanced
tasks.
Applying for access
To apply for access to Support online:
1.
In your Web browser, open http://www.documentum.com
2.
Click the Support link.
3.
Click the Request Access link.
4.
Complete the form and send it.
Documentum will respond to your request within two business days.
10
Conguring SAP R/3 for Content Services for SAP
Preface
Accessing documentation online
Customers with a Software Support Agreement can read our product documentation
at the Documentum Web site. You must have a valid user name and password, and
Adobe Acrobat Exchange or Acrobat Reader installed on your system in order to view
the documentation.
To access documents online:
1.
In your Web browser, open http://www.documentum.com
2.
Click the Support link.
3.
Log on to the Support page.
4.
Click the Documentation link.
5.
Select how you want to display the documentation.
6.
Click List.
7.
Click the name of the document.
Purchasing bound paper manuals
Our product documentation is available for purchase as bound paper manuals. To
place an order, call the Documentation Order Line at (925) 600-6666. You can pay with
a purchase order, check, or credit card.
Conguring SAP R/3 for Content Services for SAP
11
Preface
12
Conguring SAP R/3 for Content Services for SAP
Chapter 1
Introducing Content Services for SAP
Overview
The Content Services for SAP application integrates the Documentum content
management system with the SAP R/3 system. It is an interface to the SAP R/3 system
based on SAP’s standard DMS and ArchiveLink interfaces.
Content Services for SAP provides the following functionalities:
•
Enables users to easily access and display documents stored in a Documentum
repository from a variety of SAP modules.
•
Links documents stored in Documentum to a variety of SAP documents.
•
Archives SAP data, reports, and documents through ArchiveLinkTM certified
interfaces in Documentum.
•
Stores and manages reports and outgoing documents in Documentum
This chapter covers the following topics:
•
Understanding the Content Services for SAP architecture, page 14
•
Supported SAP document formats, page 16
•
Understanding SAP and Content Services for SAP terms, page 16
Conguring SAP R/3 for Content Services for SAP
13
Introducing Content Services for SAP
Understanding the Content Services
architecture
for SAP
Figure 1-1. Content Services for SAP and SAP
Content Services for SAP consists of the following components:
•
RFC Archiving Server
A server component that enables you to archive reports, data, incoming and
outgoing documents from SAP to the Documentum repository. The archived
reports and documents can later be retrieved and viewed through SAPGUI and
Documentum clients. This component uses SAP Remote Function Calls (RFCs) to
communicate with SAP.
•
14
Agent services
Conguring SAP R/3 for Content Services for SAP
Introducing Content Services for SAP
A server component that allows you to automate the linking process between SAP
objects and documents, as well as maintain those links. This substantially improves
productivity, information integrity, and information availability.
•
Capture
Enables you to scan documents, store the images in a Documentum repository, and
create a link to the appropriate transaction documents in SAP. Once this link is
created, the document is accessible from SAPGUI, the SAP client interface. The
Capture component is part of Documentum’s integration to ArchiveLink.
•
Manage
Enables you to release Documentum documents to SAP, and to maintain those
released documents.
•
View
Enables you to view released Documentum documents from inside SAP.
The View component supports the following operating systems:
— Windows 2000
— Windows XP
— Windows 2003
The View component must be installed on every R/3 client computer that needs
to access reports, drawings and other documents stored in a Documentum
repository.
•
Rendition Services
Build-in filters that provide the following renditions::
— PDF rendition
— ASCII text rendition
— HTML rendition
When one of these built-in filters are used, the desired document rendition is
generated when the document is archived in the repository.
•
WebAdmin
An administrative console that allows you to:
— Create, configure, and manage archives
— Manage certificates for the archive
— Create repository connections for Content Services
— Configure document archival for Content Services
Conguring SAP R/3 for Content Services for SAP
15
Introducing Content Services for SAP
Note: Please refer to the Content Services for SAP Release Notes for detailed information
about specific OS versions and supported software environments.
Supported SAP document formats
Documentum supports the following SAP document classes/formats:
•
Incoming or Scanned Documents (FAX class, Tiff format)
•
Outgoing Documents (OTF class, PDF format)
•
Archived Data (REO class, REO format)
•
Reports or Print Lists (ALF class, ALF format)
Understanding SAP and Content Services
SAP terms
for
This section presents some terms and their definitions, as used in this guide.
Table 1-1. Terms and denitions
16
Term
Definition
Content Services for SAP
Product that connects Documentum to
SAP and vice versa.
Archiving Server
Server component that, using an HTTP
connection to SAP, enables you to archive
reports, data, incoming and outgoing
documents from SAP to the Documentum
repository. Archiving Server is a J2EE
Web application based on the SAP
ArchiveLink interface. The archived
reports and documents can later be
retrieved and viewed through SAPGUI
and Documentum clients.
ArchiveLink
Cross-functional interface that is part
of the SAP Basis System. ArchiveLink
handles storing and retrieving documents
and data to and from a repository external
to SAP.
Conguring SAP R/3 for Content Services for SAP
Introducing Content Services for SAP
Term
Definition
WebAdmin
An administrative console that allows you
to:
• Create and manage archives
• Manage certificates for the archive
• Create repository connections for the
Content Services
Capture
Scanning module for Documentum and
SAP that is part of the Content Services
for SAP suite.
Capture Import
Module that allows you to import scanned
documents (or other documents) to SAP
using the SAP ArchiveLink front-end
interface. This module is used with third
party scanning applications like Input
Software. The import module is part of
the same application as Content Services
Capture. The Content Services Capture
can operate in two different modes (scan
and import).
SAP DMS
Document Management System that is
part of the SAP Basis System. Presents
a logical layer to integrate with external
systems like AutoCAD or Documentum.
Not directly related to ArchiveLink.
SAP PLM
Product Life-Cycle Management (PLM).
SAP PLM provides an integrated
environment that ensures all people
involved in product development,
manufacturing, and service have quick
and secure access to current information.
It provides a set of BAPI calls that
can be used by external systems like
Documentum.
SAP Master Record
A set of master data, such as customer or
vendor data, which is used in the creation
of SAP documents.
SAPGUI
SAP Graphical User Interface. Graphical
menu/screen tool that connects a client to
the SAP server.
Conguring SAP R/3 for Content Services for SAP
17
Introducing Content Services for SAP
Term
Definition
Original Document
Paper based version of a document.
Example 1-1.
An invoice may consist of two sheets
of paper received from a supplier.
Paper documents are scanned in and
stored as electronic documents in EMC
Documentum.
SAP Document
18
An electronic transactional record of
header data and line items in SAP.
Conguring SAP R/3 for Content Services for SAP
Chapter 2
Conguring the ArchiveLink Interface
for Content Services for SAP
Overview
The Archiving Server component is the part of the Content Services for SAP application
that handles archive requests for a repository. This means that you can store and retrieve
documents, reports, and data through SAP ArchiveLink and DMS interfaces.
Once a document is released to Documentum, it is accessible from SAPGUI (the SAP
client interface). It is also accessible from a Documentum Client such as Webtop.
Prior to running the Content Services, the SAP R/3 system must also be configured. This
chapter describes how to configure your R/3 ArchiveLink and other related transactions
through SAPGUI and the R/3 system.
Note: The configuration steps often reference direct transaction codes. These codes
allow you to navigate directly to the correct configuration screen. Most of the system
configuration is performed in the SAP Implementation Guide for R/3 customizing (IMG).
You can navigate to this screen using the following transaction code: spro.
When configuring Archive Services, you can configure either an HTTP-based Archive
Server or an RFC (Remote Function Call) Archive Server.
Note: Documentum recommends that all new installations are based on the HTTP-based
Archive Server. The primary reason is that SAP will focus future development at the
HTTP-based archive protocol.
The configuration steps are different for RFC and HTTP based archiving. Configuration
steps have been marked as being relevant only to RFC- or HTTP-based archiving.
The various configuration tasks that you have to perform are described in the following
sections:
•
oac0 — Defining a logical ArchiveID, page 20
•
oag1 – Configuring basic settings, page 20
•
oanr – Configuring number ranges, page 21
•
oaqi - Creating queues, page 21
•
oaat - Scheduling jobs, page 22
•
spad – Configuring optical archives as output devices, page 22
Conguring SAP R/3 for Content Services for SAP
19
Conguring the ArchiveLink Interface for Content Services for SAP
•
sm50 – Verifying spool processes, page 24
•
sole - Maintaining OLE applications, page 25
•
oaa4 - Maintaining applications and configuring communications protocol, page 26
oac0 — Dening a logical ArchiveID
Note: The name of the logical ArchiveID must be the same as the ArchiveID created
using WebAdmin (refer to the Configuring, Viewing, and Editing Archives section of the
Content Services for SAP Administration Guide).
To dene a logical ArchiveID in SAP:
1.
Execute the following transaction in the transaction code field: oac0.
2.
In the Display Content Repositories: Overview page, click on any content
repository (specifically whose Storage type is HTTP content server.
3.
In the Display Content Repositories: Detail page, click the Display/Change icon
The Copy as ... button is now enabled.
4.
Click the Copy as ... button.
5.
Edit the Content Rep. field so that it’s the same as ArchiveID created using
WebAdmin (refer to the Configuring, Viewing, and Editing Archives section of the
Content Services for SAP Administration Guide).
6.
In the Transfer drctry field, enter the directory path where SAP can write the Print
List till it is in the Storage Queue.
7.
In the HTTP Server field, type your system name.
Note: You are recommended to type the IP address of your system in this field.
8.
In the HTTP Script field, type the following:
/archivelink/archivelink/<name-of-repository>
9.
To save the logical ArchiveID configuration, choose Content Repository→Save.
oag1 – Conguring basic settings
You must define the basic settings for ArchiveLink.
To congure the basic settings:
20
1.
Execute the following transaction in in the transaction code field: oag1.
2.
Ensure that the Deactivate Print List Management in DMS box is checked.
Conguring SAP R/3 for Content Services for SAP
Conguring the ArchiveLink Interface for Content Services for SAP
3.
Save your changes.
oanr – Conguring number ranges
You must configure the number ranges for ArchiveLink.
To congure the number ranges:
1.
Execute the following transaction in the transaction code field: oanr.
2.
To edit the configuration, click on the Intervals button (marked with a pencil).
The Display Number Range Intervals window opens.
3.
Configure the Number Range 01 with default values.
4.
Save your changes.
oaqi - Creating queues
When Print Lists are archived, the SAP print spooler puts the document into the
asynchronous queue. The scheduler then picks up the document and sends it to the
archive. The queue serves as a buffer for everything sent to an SAP archive. Other
queues are used for outgoing documents and barcodes. These queues can be seen on
the ArchiveLink Monitor screen (transaction code: oam1). If this screen shows the word
MISSING instead of zeros, you must create queues and specify an administrator. Define
an SAP user with the proper ArchiveLink administrator profile as the administrator for
this queues. Defining an administrator will automatically create the queues. Check that
the queues have been created by reviewing transaction oam1.
To create queues:
1.
Execute the following transaction in the transaction code field: oaqi
The SAP ArchiveLink: Create All Queues (CFBC, CARA, CGDA) screen appears.
2.
Fill in all the options with ‘x’.
3.
Enter a valid SAP login name in the Queue Administrator field.
4.
Choose Program>Execute.
5.
Click Cancel to exit this window.
Conguring SAP R/3 for Content Services for SAP
21
Conguring the ArchiveLink Interface for Content Services for SAP
oaat - Scheduling jobs
The SAP schedule job periodically checks the output queue and sends all the items in
the queues to the archive. You must configure the schedule job to successfully archive
documents to an SAP archive.
To schedule a job:
1.
Execute the following transaction in the transaction code field: oaat
2.
Create a new job.
3.
Type ILQBATCH in the ABAP Program field.
4.
To verify that there are no errors, click Check.
5.
Save your changes.
6.
Click Back to return to the Define Background Job window.
7.
Click the Start Date button.
8.
Set Start Time to Immediate.
9.
Select the Periodic Job checkbox.
10. Click Period Values and specify an interval such as 20 minutes.
This value should be determined by the following factors:
•
Frequency of archival
•
Time taken to archive your largest document; for example, your largest Print List
11. Save your changes
12. Click Exit.
spad – Conguring optical archives as output
devices
An output device is the driver software for the logical output device which archives
documents using the ArchiveLink interface. To correctly archive a document to SAP,
you must define the output device as an optical archive. Configuring an output device
includes defining the type, the device, the spool server, and so on. There should be only
ONE ARCH device; therefore, prior to defining a device with the ARCH short name, you
should delete any existing ARCH devices such as ARCHIXOS.
To congure an optical archive as the output device:
1.
22
Start SAPGUI and connect to your R/3 server.
Conguring SAP R/3 for Content Services for SAP
Conguring the ArchiveLink Interface for Content Services for SAP
2.
Execute the following transaction in the in the transaction code field: spad.
3.
Click the Output Devices button.
4.
Click the pencil button to edit settings.
Note: You can only have one printer and that printer must be named ARCH. If
you are already using a printer named ARCH you can either delete it or using the
existing ARCH device.
5.
In case ARCH already exists, select device ARCH and click the Delete button.
6.
Click the New Entries button to create a new output device.
The Change Output Device screen is displayed.
7.
Fill in the following information:
Table 2-1. Field descriptions of change output device screen
Field name
Value
Output Device
ARCHIVE
Short Name
ARCH
Device Type
ARCHLINK
Spool Server
Select spool server from drop down list.
Usually there is only one spool server
listed
Device Class Type
A, for archive program
Access Method Fill
I, for archive service
Location Fill
Archive
Message Fill
ArchiveLink Device
8.
Click Enter and the dialog box changes.
9.
Save your changes.
For this version, you will need to enter additional information after you have configured
your archives.
10. Execute the following transaction in the in the transaction code field: oac0.
11. Click the pencil button to edit the settings.
12. Click New entries.
The Maintain View for Archive Device screen is displayed.
13. Fill in the ArchiveID you plan to use for Print lists. For example, AA.
Type ARCH into the Output Device field.
Conguring SAP R/3 for Content Services for SAP
23
Conguring the ArchiveLink Interface for Content Services for SAP
Repeat step 13 for each archive.
14. Save your changes.
The archive device name changes from ARCH to Archive device.
To congure an optical archive as the output device for the Documentum installation for 4.x:
1.
Execute the following transaction in the in the transaction code field: spad.
2.
Click the Output Devices button.
3.
Click the pencil button to edit settings.
Note: You can only have one printer and that printer must be named ARCH. If
you are already using a printer named ARCH you can either delete it or using the
existing ARCH device.
4.
In case ARCH already exists, select device ARCH and click the Delete button.
5.
To create a new output device, click the New Entries button.
The Change Output Device window opens.
6.
Fill in the following information:
Table 2-2. Field descriptions of change output device screen
Field name
Value
Host Printer
a
Device Class
A
Access Method to Host Spool
I
Device Type ARCHLINK
SAP ArchiveLink Archiver
Spool Server
Select spool server from drop-down list
7.
Click Enter and the dialog box changes.
8.
Save your changes.
sm50 – Verifying spool processes
Content Services uses the standard SAP print spooler to send reports to the ArchiveLink
queue. To successfully archive a document, the print spooler must be running.
To verify if a spool process is running:
1.
24
Execute the following transaction in the transaction code field: sm50.
Conguring SAP R/3 for Content Services for SAP
Conguring the ArchiveLink Interface for Content Services for SAP
2.
Verify that a process named SPO is waiting or running.
If you do not have a spool process running, contact your SAP system administrator.
Starting a spool process usually involves restarting the SAP server.
sole - Maintaining OLE applications
You must configure the OLE communications so that Content Services and SAPGUI can
communicate with each other. OLE allows SAPGUI to display stored documents and to
read the list of scanned documents in Content Services Capture’s linking queue.
To congure OLE communication for Content Services Capture for 4.X:
1.
Start SAPGUI.
2.
Execute the following transaction in the transaction code field: sole.
The Maintenance View for OLE Applications screen opens.
3.
To configure Content Services Capture OLE communication, click the Edit button.
4.
Click New Entries to create a new entry for a supported OLE application.
5.
Enter the OLE application, click enter, then double-click the selected entry
(highlighted in red).
The Details screen opens.
6.
Fill in the following information:
Table 2-3. Field descriptions
Field name
Value
OLE Application
DOCLINKSCAN.DOCUMENT
CLSID
{135C6154-BFC0-11D0-B56900C04FD88E1E}
Type Info Key
NO_TYPELIB
Language
EN [English]
Text
Documentum Content Services Capture
7.
Save your changes.
8.
Click Back to return to the main OLE configuration screen.
9.
Click Edit again to configure another Content Services OLE communication.
10. Click New Entries to create a new entry for a supported OLE application.
Conguring SAP R/3 for Content Services for SAP
25
Conguring the ArchiveLink Interface for Content Services for SAP
11. Click Enter, then double-click the selected entry (highlighted in red).
The Details screen opens.
12. Fill in the following configuration information:
Table 2-4. Field descriptions
Field name
Value
OLE Application
DMVIEW.DOCUMENT
CLSID
{B8192AB0-DB3A-11D0-97410060974A8A8D}
Type Info Key
NO_TYPELIB
Language
EN [English]
Text
Documentum Content Services View
Enter the above information exactly as it is displayed. All other fields should be
left blank.
13. Save your changes.
14. Execute the following transaction in the transaction code field: soli.
The Type Info Loaded screen opens. Both the OLE applications you configured
in the previous steps should be listed.
15. To load the configuration, double-click each new entry DMVIEW.DOCUMENT and
DOCLINKSCAN.DOCUMENT (or in SAP 3.x, click Load TypeInfo).
16. Check to see if you configured these items correctly.
a.
A list of 32 items (NO_TYPELIB) displays if you configured these items correctly.
b. If nothing opens:
•
Click the Change Language button (either on a menu or right click the item)
•
Select EN for English and then click Execute
•
Repeat steps 13-15
Note: You must see the 32 lines of NO_TYPELIB for the OLE to work.
oaa4 - Maintaining applications and conguring
communications protocol
Complete the following procedure to map the OLE 2 methods just defined under
SOLE that are called when a document is archived from Content Services Capture or
when a document is displayed. The OLE 2 methods are assigned when the archive is
26
Conguring SAP R/3 for Content Services for SAP
Conguring the ArchiveLink Interface for Content Services for SAP
configured via PROTOCOL. Each pair of document type and SAP object type maps to
an archive (these are described and ). For example, when a document is archived, the
document type and object type point to an archive. The archive in turn is configured
to use a certain protocol. From the protocol the SAPGUI determines how documents
are to be scanned and viewed via OLE.
To congure applications’ maintenance and the communications protocol to associate the
correct OLE 2 method to an SAP archive for 4.x:
1.
Execute the following transaction in the transaction code field: oaa4.
A window opens, listing the available applications configured for your SAP system.
2.
Choose Application Create.
The Application Maintenance dialog opens.
3.
Type DCTM in the Application field and click Back.
DCTM is added to the list of available applications in the Applications Maintenance
window.
4.
Select DCTM in the Applications list (usually by double-clicking).
5.
Select Displayed Stored Document (usually by double-clicking).
6.
Fill in the following information:
•
Application: DMVIEW.DOCUMENT
Table 2-5. Field descriptions
Radio button
Command
S
DOCBASE=<Your_Repository_Name>
M
Display @DID
G
@EID=ERRORCODE
G
@ETX=ERRORTEXT
7.
Ensure that the Release generated object after call box is checked.
8.
Go back to the previous window and select Archive From Frontend (usually by
double-clicking).
9.
Fill in the following information:
•
Application: DOCLINKSCAN.DOCUMENT
Conguring SAP R/3 for Content Services for SAP
27
Conguring the ArchiveLink Interface for Content Services for SAP
Table 2-6. Field descriptions
Radio button
Command
M
Scan
G
@EID=ERRORCODE
G
@ETX=ERRORTEXT
G
@DID=DOCID
10. Ensure that the Release generated object after call box is checked.
11. Return to the previous screen and save your configuration.
12. Display the changes made to transaction oaa4 and be sure that Display Stored
Document and Archive From Frontend show Maintained.
13. Execute the following transaction: oa3.
You should see a screen for SAP ArchiveLink: Communications interface
administration.
14. Choose Create.
The New Protocol dialog box opens. For example, you may wish to define the
protocol name as CONSVC53SP1 for Content Services fro SAP 5.3 SP1.
15. Enter the appropriate version of the protocol depending on whether you will be
needing RFC based archiving, version 0031 or HTTP based archiving, version 0045.
You may need a protocol for each type if you plan to use RFC and HTTP archiving
for example, ECONRFC and ECONHTTP.
16. Save your changes.
The Overview of a Protocol window opens, displaying your newly-defined protocol.
17. Select Display Stored Document (usually by double-clicking).
The Overview of a Protocol window opens showing a list of document classes.
18. Select the * row which indicates all document classes.
19. Click the pencil button.
The Overview of a Protocoll dialog box opens.
20. Type OPEN in the Communication Type field to view linked documents through
desktop applications. If HTTP archiving is used, the Communication Type HTTP
can also be selected here to view linked documents directly in SAPGUI.
21. Press the [Enter] key.
22. Type DCTM in the Application field, and click Continue.
23. Save your changes.
You are returned to the Overview of a Protocol window.
28
Conguring SAP R/3 for Content Services for SAP
Conguring the ArchiveLink Interface for Content Services for SAP
Note: This Protocol defines what method SAP will use to display an object. The
DCTM application requires Content Services View to be installed on all PC’s that
want to display Print lists (for other options look under SPECIAL PROTOCOLS). In
this case the Web Admin Client has to be configured to make sure the Best Format
sap_print_list is at the top of pdf and html. This is not required if PDF or HTML
renditions are not created. See Content Services for SAP Administration Guide.
24. Double-click Archive from frontend.
25. Select the document class “*” and double-click.
The Overview of Protocol dialog box opens.
26. Type OPEN in the Communication Type field.
27. Press the [Enter] key.
28. Type DCTM in the Application field, and click Continue.
29. Save your changes.
If you repeat step 18 and 23, you should see that the * document class and the ALF
document class are indicated as Maintained Explicitly. All other document classes
should be indicated as Not Maintained Explicitly.
Special protocols
You have options for special use protocols which are configured slightly different from
the standards described above. Anonymous login allows your name and password to be
provided each time a login would normally be required. Another option is that you may
wish to have Print lists displayed in the native proprietary format from SAPGUI instead
of viewing them via Documentum renditions as described above.
Protocol for anonymous logins
To create a protocol for anonymous logins:
1.
Fill in the following information:
•
Application: DMVIEW.DOCUMENT
Table 2-7. Field descriptions
Radio button
Command
S
USER=<username>
S
PASSWORD=<password>
Conguring SAP R/3 for Content Services for SAP
29
Conguring the ArchiveLink Interface for Content Services for SAP
Radio button
Command
M
Display @DID
G
@EID=ERRORCODE
G
@ETX=ERRORTEXT
2.
Ensure that the Release generated object after call checkbox is selected. Then
continue with the remaining steps.
To create a protocol for anonymous capture logins:
1.
Fill in the following information:
•
Application: DOCLINKSCAN.DOCUMENT
Table 2-8. Field descriptions
Radio button
Command
S
DOCBASE=<repository>
S
USER=<username>
S
PASSWORD=<password>
S
DOMAIN=<domain>
S
CLIENT=<client>
S
SYSTEM=<system>
M
Scan
G
@EID=ERRORCODE
G
@ETX=ERRORTEXT
G
@DID=DOCID
2.
Click Continue.
3.
Ensure that the Release generated object after call checkbox is selected. Then
continue with the remaining steps.
Protocol for the SAP Inline Print List Viewer
SAP R/3 includes a Print List viewing feature that allows you to view saved Print lists
with SAPGUI in their native ALF format. To enable SAPGUI viewing you must configure
the protocol to support the viewer.
Note: If you convert Print List to PDF with renditioning, they can be viewed and
annotated without SAPGUI.
30
Conguring SAP R/3 for Content Services for SAP
Conguring the ArchiveLink Interface for Content Services for SAP
To congure the Print List viewer to display the Print Lists in SAPGUI for 4.x:
1.
Choose Create.
The New Protocol dialog box opens. For example, you may wish to define the
protocol name as ECONALF for Content Services for SAP with ALF Viewer.
2.
Enter the appropriate version of the protocol depending on whether you will be
needing RFC based archiving, version 0031 or HTTP based archiving, version 0045.
You may need a protocol for each type if you plan to use RFC and HTTP archiving
for example, ECONRFCA and ECONHTTPA.
3.
Save your changes.
The Overview of a Protocol window opens, displaying your newly-defined protocol.
4.
Select Display Stored Document (usually by double-clicking).
The Overview of a Protocol window opens showing a list of document classes.
5.
Select the * row which indicates all document classes.
6.
Click the pencil button.
The Overview of a Protocol dialog box opens.
7.
Type OPEN in the Communication Type field.
8.
Press the [Enter] key.
9.
Type DCTM in the Application field, and click Continue.
10. In the Overview of a Protocol window showing the list of document classes, select
the ALF document class.
11. Click the pencil button.
The Overview of Protocol dialog box opens.
12. Type R/3 in the Communication Type field then press the [Enter] key.
No application is entered here.
13. Save your changes.
You are returned to the Overview of a Protocol window.
If you repeat step 4 and 11, you should see that the * document class is Maintained
Explicitly as well as the ALF document class. All other document classes should
show Not Maintained Explicitly.
Protocol for HTTP display
To create a protocol for HTTP display:
1.
Fill in the following information:
Conguring SAP R/3 for Content Services for SAP
31
Conguring the ArchiveLink Interface for Content Services for SAP
•
Application: DMVIEW.DOCUMENT
Table 2-9. Field descriptions
32
Radio button
Command
S
DOCBASE=<Your_Repository_Name>
M
Display @DID
G
@EID=ERRORCODE
G
@ETX=ERRORTEXT
Conguring SAP R/3 for Content Services for SAP
Chapter 3
Customizing SAP Document Classes
The following sections describe how to archive document classes from SAP. The customization of
each SAP setup is different depending on which document class the archived document belongs to.
The document classes are:
•
ALF
•
FAX
•
OTF
•
REO
For all classes you must configure a minimum of:
•
OAC0
•
OAC2
•
OAC3
plus any specific customizations. These customizations are described in the following sections:
•
oac0 – Configuring content repositories, page 33
•
sm59 – RFC destination archives, page 36
•
oac2 - Defining document types, page 38
•
oac3 - Defining links, page 39
•
ALF Reports/Print Lists, page 40
•
Deleting archived and linked documents, page 42
•
Customizing FAX - scanned documents, page 42
•
Testing scanning documents, page 44
oac0 – Conguring content repositories
SAP allows you to define a content repository (previously known as a logical archive).
This content repository is mapped to a Documentum archive via WebAdmin. The
Conguring SAP R/3 for Content Services for SAP
33
Customizing SAP Document Classes
Documentum archive links to a set of rules such as content folders, Documentum
document types, and so on in the Documentum repository. It is recommended that
you store each document type in a separate archive. Using WebAdmin, you must
create a matching archive for each ArchiveID defined in SAP. This ArchiveID defines
what actions (types, folders, retention, and so on) are applied on a SAP document when
it is archived. The following sections explain how to create an archive in SAP for each
represented document class.
When configuring Archives, you can configure either an HTTP-based Archives or RFC
(Remote Function Call) Archives. The configuration steps are different for RFC vs. HTTP
based archives. The configuration steps below have been listed as being relevant only to
RFC- or HTTP-based archiving.
Note: Documentum recommends that all new installations are based on the HTTP-based
Archive Server. The primary reason is that SAP will focus future development at the
HTTP-based archive protocol. However legacy RFC archives are still supported.
To dene a SAP content repository (archive) for 4.x:
1.
2.
Execute one of the folliwng transactions:
•
oac0
•
spro
Select SAP Reference IMG from the menu bar.
The IMG window opens.
3.
Navigate to Basis Components>Basic Services>SAP>ArchiveLink>Basic
Settings>Maintain content repositories.
4.
Click the pencil button to edit the table.
5.
Click New Entries.
6.
Select Full administration.
The Change Content Repositories window opens.
7.
Fill in the following information in the Change Content Repositories window:
Table 3-1. Field descriptions
34
Field name
Value
Content rep
Specify a two-letter archive name. For example, AA
Description
A meaningful name. For example, SAP Print lists (AA)
Storage Type
Select HTTP or RFC
Protocol
The previously configured protocol.
Conguring SAP R/3 for Content Services for SAP
Customizing SAP Document Classes
Field name
Value
Version No.
0045 for HTTP or 0031 for RFC
Output Device
ARCHIVE
8.
The next few fields are configured based on whether HTTP or RFC was selected.
•
For HTTP:
— HTTP srvr:p: <ip>:<port> For example, 192.169.1.165:8080 uses port 8080 IP
is the IP address or name of the Web Server which is running the Content
Services HTTP Content Server and the port number being used (default is
80). If you use a server name here, ensure that you can ping the server by
name from the SAP server. If you use a port other than 80, use <ip>:<port>.
— Program Content Services/archive/<repository>.asp Enter Content
Services/archive/<repository>.asp where <repository> is the name of the
repository that you will be archiving content into. You must have an HTTP
service installed with Content Services for this repository. If you have not
already done so, after specifying the program, you will need to create the
HTTP service for a repository with a user name and password via the
Content Services installation program.
•
For RFC:
— RFC destination: Enter the RFC destination from /nSM59, Content Services
Services, and WebAdmin. Refer to sm59 – RFC destination archives, page 36
for a description of how to create the Content Services RFC destination.
•
For HTTP and RFC:
— Basic path: Type the network path to the location where SAP will put
archived documents to be picked up by Content Services Archive.
This directory should be referenced in the WebAdmin RFC destination
configuration screen. NT Example: m:\sapshare\ UNIX Example:
/sapmnt/DV2/global/archive/ This path must match the shared drive in the
WebAdmin RFC Destination configuration screen. There must be a slash at
the end of the path specification. For example, /sapshare/ or on Windows NT
systems using a mapped network drive, for example, M:\. The path must
always be terminated with / for Unix or \ for NT.
— Arch path: Usually the same as the Basic path. Repeat this procedure
to define the additional example archives BB and CC. You may use this
procedure to define any Documentum archives in SAP.
Conguring SAP R/3 for Content Services for SAP
35
Customizing SAP Document Classes
sm59 – RFC destination archives
This section applies to RFC archiving only.
The SAP server considers Content Services for SAP an external RFC service or RFC
destination. The destination is identified with a symbolic name that was configured in
Documentum during the Content Services Archive Service installation. The name of the
RFC destination must be unique for each repository/SAP client connection and identical
in the Content Services Archive Services and WebAdmin configurations.
To congure the RFC destination:
1.
Start SAPGUI and connect to your R/3 server.
2.
Execute the folliwng transaction: sm59.
3.
Select the folder icon labeled TCP/IP connections.
4.
Click Create.
5.
Type in a name for the RFC destination.
Use the naming conventions that uniquely identify Documentum Content Services
Archive connections, such as <DCTMHOSTNAME>_<SAPSYSID_CLIENT>.
You must use the same destination name configured in the WebAdmin.
Note: It is important that an exact match is made for the RFC connection to
communicate. The ID is case sensitive and should not contain any spaces.
6.
Type T in the Connection Type field.
This specifies a TCP/IP connection.
7.
Leave the Login parameters field blank.
8.
Enter a description in the Description field.
9.
Press [Enter].
10. Click Registration.
START is not correct here and will invalidate the program ID entry.
11. Copy the RFC destination name into the Program ID field.
Documentum recommends that you copy and paste the name between WebAdmin
and transaction code sm59 because the value of this field must correspond to
the configuration parameter RFC Program ID in the WebAdmin ArchiveLink
configuration tab RFC Destination parameter RFC Program ID.
If you have not yet installed Content Services, you will need to make a note of
this value so that you can configure your RFC destination in Content Services
WebAdmin, and when the RFC services are installed on the Content Services host
server. This value must be unique for each repository/SAP client connection which
36
Conguring SAP R/3 for Content Services for SAP
Customizing SAP Document Classes
is why the RFC destination name <DCTMHOSTNAME>_<SAPSYSID_CLIENT>
is recommended.
If two Content Services archive processes register under the same ID or name the
second one connected receives all requests from SAP. The first process will not
receive an error message so it will wait indefinitely for RFC requests that never come.
12. Save your changes.
13. Click Back to exit.
You return to the RFC Destination window.
14. Verify that the parameters have not changed.
This is a check to make sure the save operation succeeded.
15. Run the test described in sm59 - Testing connections, page 37.
sm59 - Testing connections
You must have created SM59 RFC destination, WebAdmin RFC config, and Content
Services RFC services via the Content Services installation program and started with
the SHARE user ID (refer to Installing Content Services for SAP) before you begin this
procedure.
To test the ArchiveLink RFC connection to Content Services archive:
1.
Switch on debugging before processes or services are started the first time by setting
the debug level:
•
Windows NT In the registry: Set HKEY_LOCAL_
MACHINE\SOFTWARE\Documentum\Doclink\
Archive\Docbase\<Name_Of_Repository> to 3.
•
UNIX In the dmal.ini file: Set the debug level to 3.
2.
Start your Content Services services or processes.
3.
Start SAPGUI and connect to your R/3 system.
4.
Execute the following transaction: sm59.
A new window opens, listing the folder hierarchy.
5.
Click on the plus symbol in front of the folder labeled TCP/IP Connections.
A list of all RFC Destinations opens.
6.
Double-click on the RFC destination that links SAP to the repository via Content
Services.
7.
Click on Test Connection.
Conguring SAP R/3 for Content Services for SAP
37
Customizing SAP Document Classes
A message appears on the status bar, stating that the connection is OK. A new
window opens, displaying some performance figures (similar to ping).
8.
Verify the connection by checking the Content Services log files.
The following entries should appear in the log file on the Content Services server
which may be located in C:\temp\dmalaxxxxxx.log:
:
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
>>>
:
SAP open
Running RfcEnvironment
Running RfcInstallFunction
SAP event handler ok, entering event loop...
Calling RfcDispatch...
RfcDispatch returned 0
Calling RfcDispatch...
RfcDispatch returned 0
Calling RfcDispatch...
RfcDispatch returned 0
Calling RfcDispatch...
Note: If you receive errors, check back through the configuration on SAP,
WebAdmin, and the services or processes to verify there are no typos. You can turn
on the RFC trace via the checkbox on SM59, and look for information in your logs.
You may need to check the SAP gateway in your .../etc/services file.
oac2 - Dening document types
You must select which document types you will be archiving, and correlate those to SAP
document classes, such as FAX, ALF, OTF, and REO, The list of document types provided
by SAP, when using transaction OAC2, are the templates to be used for categorizing your
SAP documents for archiving. You can customize the standard document types by
using the SAP XYZ naming conventions.
•
FAX documents are documents that will be scanned and linked to SAP.
•
ALF are reports produced and linked from SAP.
•
OTF are outgoing SAPSCRIPT documents produced and linked from SAP.
•
REO documents are data archive files which are compressed by the SAP ADK and
stored externally in that format.
To dene document types for SAP:
1.
Execute the following transaction in the transaction code field: oac2.
2.
If you are defining a new document type, select New Entries.
You may also copy existing document types.
3.
38
If you are modifying an existing document type, use Change and Details.
Conguring SAP R/3 for Content Services for SAP
Customizing SAP Document Classes
4.
Enter information in the Description and Doc. class fields as appropriate for your
configuration.
5.
When you have finished selecting document types, save your changes.
oac3 - Dening links
Using the link table, you can categorize SAP documents to define what combination of
SAP object type (for example, SOOD) and SAP document type (for example, GENPRILIS)
are stored and linked to which archive.
The SAP document type is linked to the SAP document class, previously known as SAP
document type (for example, ALF, OTF, REO) which determines how the document is
produced and linked. For example, the ALF class refers to reports, FAX to scanned
documents, and OTF to outgoing SAPSCRIPT documents.
To dene links:
1.
Execute the following transaction in the transaction code field: oac3.
The Display View “Links for Content Repositories": Overview screen appears.
2.
Select Table View > Display -> Change.
3.
Fill in the following information in the New Entries table:
Table 3-2. Field descriptions of New Entries table
Field name
Value
Object Type
Use legitimate object type such as SOOD
for Print Lists, and BKPF for accounting
documents
Document Type
The SAP doc type as defined in OAC2
above such as GENPRILIS
S (Status)
Enter an “x” in this column
Arch. ID
Enter the archive ID of a newly created
archives for example, AA
Link
Enter the name of the link tables where
links will be maintained. TOA01-TOA03
Ret Prd.
0
4.
Save your changes.
Conguring SAP R/3 for Content Services for SAP
39
Customizing SAP Document Classes
ALF Reports/Print Lists
To customize ALF - Reports/Print lists you must perform the following procedures:
•
oac0 – Configuring content repositories, page 33
•
oac2 - Defining document types, page 38
•
oac3 - Defining links, page 39
Then perform the test.
Testing archiving reports
Once you have completed the configuration procedures in this section, you should test
the new Print List archive by:
•
archiving a Print List
•
displaying the archived Print List
The following section explains how to perform these tasks.
To archive a Print List:
1.
Execute the following transaction in the transaction code field: : f.21.
2.
Click the Execute button.
3.
In the List of Customer Open Items page that appears, select List>Print.
The Print Screen List dialog box appears.
4.
Click the Properties button.
The Spool Request Attributes dialog box appears.
5.
In the Parameters name column, click Output Options.
6.
From the Storage Mode drop-down menu, select Archive only.
Note: Whenever you edit a parameter in this dialog box, we recommend that you
check the Show Selected Print Parameters on Initial Screen checkbox. This ensures
that the customized settings are available in the initial Print Screen List dialog box.
7.
Verify that the Object Type and Document Type fields contain the correct values, as
configured in the New Entries table (refer to oac3 - Defining links, page 39). Pick
the following values for example: SOOD GENPRILIS.
If your Document Type is incorrectly configured, refer to the following procedures
for configuring document types in SAP archives:oac2 - Defining document types,
page 38 and oac3 - Defining links, page 39.
8.
40
Type additional information in the Information field.
Conguring SAP R/3 for Content Services for SAP
Customizing SAP Document Classes
This label may be anything you wish; for example, your initials.
9.
Optionally, type a description of the Print List in the Text field.
10. In the Parameter name column, select General attributes > Time of printing.
11. From the Time of print drop-down list, select Print out immediately.
12. Click Continue in the Spool Request Attributes dialog box.
13. Click Continue in the Print Screen List dialog box.
14. To verify that the Print List is in the archiving queue, execute the following
transaction in the transaction code field: oam1.
The ArchiveLink Monitor screen appears.
The Print List is now queued, waiting for the scheduler to pick it up and transfer it
to the archive.
oaat - Scheduling jobs, page 22, contains information about configuring the
ArchiveLink scheduler.
15. To accelerate the transfer of the Print List from the queue to the archive in the
repository, click Storage Queue.
The Queue: Content server (CARA) screen appears. You should now see an entry
for the newly-archived Print List in this screen.
16. To view the archiving parameter details, double-click the Print List entry.
The Archiving request window opens.
Verify that the details are correct
17. To archive the Print List in an archive located in a repository, click Execute.
You should see a confirmation message that the queue has been processed.
If no errors occur, you can continue testing by displaying the archived Print List.
To display the newly-archived Print List in SAPGUI:
1.
Execute the following transaction in the transaction code field: oadr.
2.
To find a particular Print List, type appropriate search parameters in the appropriate
fields.
The ArchiveLink: Hit List for Stored Print Lists page appears.
3.
Double-click an item in the list to select it.
4.
Choose Print List>Display From Content Server.
SAP executes the GET command to retrieve the document from the Documentum
archive. The retrieved document is displayed in SAPGUI and has the DocumentID
of the Print List in Documentum.
Conguring SAP R/3 for Content Services for SAP
41
Customizing SAP Document Classes
Deleting archived and linked documents
In a repository, if you delete version 1.0 of a document that is linked to SAP or archived
from SAP, the link to SAP is also deleted. This is because the dm_relation object which
creates the link to SAP is deleted when the parent object (which is always version 1.0)
is deleted.
We recommend that you do not delete the original version of objects that are linked to
SAP if you want to maintain their link to SAP. If you need to delete version 1.0 of a
document, but want to keep the link to SAP, then, after deleting the document, you must
relink the object to SAP, outside of Content Services.
Customizing FAX - scanned documents
To customize FAX - Scanned Documents, you must perform the following procedures:
•
oac0 – Configuring content repositories, page 33
•
oac2 - Defining document types, page 38
•
oac3 - Defining links, page 39
Then you can make specific customizations using the following procedures:
•
oaws – Settings, page 42
•
Optional for SAP workflow, page 43
•
Optional for bar code, page 44
oaws – Settings
OAWS contains the settings for routing and linking newly scanned FAX documents in
SAP. For each document type, you can specify which type of archiving is available:
•
Store for subsequent entry (Early)
•
Store and Enter (Simultaneous)
•
Assign and Store (Late)
For storing for subsequent entry which uses SAP workflow to move the image to the SAP
inbox, you can specify what organizational object will be used for routing (like User) and
then what specific organizational object to route to (like the SAP User ID).
To display/change SAP settings for document types for 4.X:
1.
42
Type /NOAWS (previously /NSOA6) in the command field.
Conguring SAP R/3 for Content Services for SAP
Customizing SAP Document Classes
In earlier versions of SAP a Get Settings dialog opens if settings have been entered.
If no Get Settings dialog opens, select Edit>Insert doc. type and build your own
list of settings.
When the new settings are saved, a name has to be specified under which the settings
are stored. You may also have to create duplicate settings for early, simultaneous
and late archiving instead of using the checkboxes described below.
2.
Select a setting from the list of available settings, or create a new setting.
3.
Choose the setting for the application where you wish to link scanned documents
and select Entries.
The Maintenance screen opens.
4.
Select New Entries to choose an item from the Document Type list which matches
your entries for OAC2 and OAC3.
5.
For testing purposes, type US (USER) and your SAP ID in the Agent ID field.
This enables you to send scanned documents to your SAP workflow inbox (You may
want to integrate these entries with the SAP organizational roles, see your workflow
consultant for details).
6.
7.
Make sure that each checkbox is checked to use:
•
Storing For Subsequent Entry
•
Early Archiving (SAP workflow)
•
Store and Enter Simultaneous Archiving (no workflow)
•
Assign then Store Late Archiving (no workflow)
Make sure to note the values of document type and object type fields.
You will need these values to complete later configuration steps. For example,
Incoming Invoice Preliminary Posting has an object type BKPF and object type
FIIINPREL.
Optional for SAP workow
To configure all SAP object type/document type combinations you want to use with
Storing for Subsequent Entry, please coordinate configuration with your SAP workflow
consultant.
•
SWU3 - Workflow Initialization
•
SOA0 - Workflow Document Types
•
OACA - Workflow Parameters
Conguring SAP R/3 for Content Services for SAP
43
Customizing SAP Document Classes
Optional for bar code
Bar codes are a good way to automatically scan and link documents that have already
been entered into SAP transactions from paper. For example, you can enter an invoice
with a bar code sticker, type or wand the bar code number and later, when all the
invoices are scanned they can be automatically linked with their entry transactions.
The information in this section assumes that you have already set up a bar code
configuration object in WebAdmin. If you have not yet done this, refer to Content Services
for SAP Administration Guide. This section explains how to configure SAP R/3 object types
and document types to accept bar code on transactions in SAP to be later linked with
scanned documents stored in a repository.
•
OAC5 - Bar Code Settings
To congure all SAP object type/document type/User ID combinations you want to use
with bar codes for 4.x.
1.
Type /NOAC5 in the command window.
2.
Click Edit.
3.
Click New Entries.
The Details of Added Entries window opens.
4.
Enter any SAP object types for which you want a bar code dialog to open upon
saving of that object.
5.
Enter any SAP document types for which you want a bar code dialog to open upon
saving of that document.
6.
Enter any User IDs for which you want a bar code dialog to open upon saving under
that user ID.
7.
Save your changes.
8.
Enter your object, document, and user ID to test your bar code.
Testing scanning documents
Once you have completed the customizing described above, you can test document
scanning, linking and viewing the archived images. Refer to Content Services for SAP User
Guide for Scanner Operators for information on the Capture component.
To test scan and link documents:
1.
44
Start Content Services Capture from Programs>Documentum Content Services for
SAP.
Conguring SAP R/3 for Content Services for SAP
Customizing SAP Document Classes
2.
Type your username and password for the repository.
3.
In Content Services Capture, scan or import a few pages and fill in the default
attributes.
4.
From the Document Type drop-down list, select Sap_invoice (or other valid
Documentum document type).
5.
Click the Scan button.
6.
Click OK to the message “No Scanner Available”.
7.
Choose File>Import in Content Services Image Viewer.
8.
Select an example TIFF image file from any directory on your file system.
9.
While the image displays in Content Services Image Viewer, fill in the attributes.
10. Click the Add to Queue button from Content Services Capture and the image should
disappear from the Viewer.
11. Minimize Content Services Capture.
12. In SAP, use transactions OAC2, SOA0, OACA, OAC3, OAC0 and OAWS to review
the settings for the doc type you are planning to use. For example, FIIINPREL.
13. In WebAdmin, make sure you have set up an Archive for incoming fax which
matches the Archive ID information found via OAC3 and OAC0.
You can copy and modify an existing incoming document archive.
14. On your Content Services Server, make sure that the Archive Services are started
with the correct:
•
RFC Destination
•
Share user ID
•
and that you IIS is up and running with HTTP, and certificates have been installed
15. To link the document with SAP workflow and remove it from the queue.
16. Maximize Content Services Capture.
17. Capture and select the document in the linking queue.
18. Start SAPGUI and select Office>Business Documents>Documents>Move> <your
OAWS setting>.
Size the windows so that you can see both SAP and Capture.
19. Select the SAP document type which points to your user ID.
20. Click the Store For Subsequent Entry icon.
21. Replace the existing text with meaningful text so you will be able to recognize the
file in a later step.
22. Select Continue (Check).
Conguring SAP R/3 for Content Services for SAP
45
Customizing SAP Document Classes
The item is removed from the Content Services Capture Queue.
23. Exit out of the SAP dialog box.
24. Close Content Services Capture.
To process the document in SAP, post it and link it to an SAP record.
25. In the SAP inbox type /NSIN1.
26. Go to Workflow and double-click to launch a workitem.
The image should be retrieved from Documentum. The Process Document Type
dialog box opens.
27. Click the Process button.
You may need to move the image to see the SAP dialog.
The SAP transaction displays.
You may need to rearrange windows to see both image and SAPGUI.
28. Fill in the sap document with data appropriate to your installation. For example:
•
Document date: today’s date
•
Company code: 3000
•
Currency/date: USD
•
Doc type: KR
•
PstKy: 31 Account: 3980
29. Click Enter.
30. In the Amount field, enter any amount you like.
31. In the Doc Header Text field, enter your Vendor Name.
32. Scroll to the bottom of the form and enter the following:
•
PstKy: 40 Account: 491000
33. Click Enter.
34. In the Amount field, enter the same amount entered in step 7 above or *.
35. Save the SAP Document.
36. Refresh the inbox.
The workitem should have disappeared.
37. Close the Content Services Image Viewer.
38. From SAPGUI, enter the display version of the transaction above.
39. Select List and your User ID and Execute.
The document you parked above should be displayed.
40. Choose this document.
46
Conguring SAP R/3 for Content Services for SAP
Customizing SAP Document Classes
41. From your displayed document, select Environment>Object Links.
42. Select Archived Documents.
The original document now displays.
Conguring SAP R/3 for Content Services for SAP
47
Customizing SAP Document Classes
48
Conguring SAP R/3 for Content Services for SAP
Chapter 4
Creating Custom BAPIs
Content Services for SAP enables you to create and install custom configuration objects — known as
BAPIs — for linking and querying SAP data.
To create a custom BAPI you must modify the custom.xml file that is included with the Content
Services for SAP installation files. The installation files are available for downloading from
subscribenet.com (see the Installation Guide for more details on downloading the release). After
modifying the custom.xml file as shown in the example below, when you install Content Services for
SAP, the custom BAPI will be available for linking and querying via the Web Admin tool.
In the following example, we are creating a custom BAPI to link and query purchase orders. The
query type for this custom BAPI is EKPO Table.
To create a custom BAPI:
Note: This procedure must be done prior to installing the current release of Content
Services for SAP. The custom BAPI is installed with the release and is available to
end-users only after product installation.
1.
Download and install the current release of Content Services for SAP Server. Details
for downloading the release are provided in the Installation Guide.
2.
Locate the file named custom.xml in the Server folder of the installation files.
3.
Open the custom.xml file in a text editor or XML edtior.
4.
Add the following sample XML code to the custom.xml file. Modify this code as
appropriate to create your own custom BAPIs. You may copy/paste this sample code
inside the Request ON_ERROR tag of the custom.xml file:
<OBJECT_CREATE ON_EXIST="version">
<API_CONFIG TYPE="sap_query_plm_type_table" CLASS="sap">
<ATTRIBUTE NAME="object_name" IS_KEY="true">EKPO_Table</ATTRIBUTE>
<ATTRIBUTE NAME="table_name">EKPO</ATTRIBUTE>
<ATTRIBUTE NAME="function_module">RFC_READ_TABLE</ATTRIBUTE>
<ATTRIBUTE NAME="sap_object_type">EKPO</ATTRIBUTE>
<ATTRIBUTE NAME="query_parameters" IS_REPEATING="true">
<VALUE>Client=MANDT</VALUE>
<VALUE>Document_Number=EBELN</VALUE>
<VALUE>Item_Number=EBELP</VALUE>
Conguring SAP R/3 for Content Services for SAP
49
Creating Custom BAPIs
</ATTRIBUTE>
<ATTRIBUTE NAME="parameter_defaults" IS_REPEATING="true"></ATTRIBUTE>
<ATTRIBUTE NAME="result_parameters" IS_REPEATING="true">
<VALUE>Client=MANDT</VALUE>
<VALUE>Document_Number=EBELN</VALUE>
<VALUE>Item_Number=EBELP</VALUE>
</ATTRIBUTE>
<ATTRIBUTE NAME="key_attributes" IS_REPEATING="true">
<VALUE>Document_Number=EBELN</VALUE>
</ATTRIBUTE>
<ATTRIBUTE NAME="methods" IS_REPEATING="true">
<VALUE>Link</VALUE>
</ATTRIBUTE>
<ATTRIBUTE NAME="descriptive_field">EBELP</ATTRIBUTE>
</API_CONFIG>
</OBJECT_CREATE>
Save the custom.xml file and close it.
5.
Repeat these steps to create as many custom BAPIs as you need, creating separate
XML elements in the custom.xml file for each custom BAPI.
6.
To install the custom BAPIs into your repository, run the Content Services for SAP
Server setup.exe file, choose Docbase Configuration, then for the version number
choose Custom.XML.
If you are creating custom BAPI of type "sap_query_type_plm" make sure the key
name for the description field in the result parameters is called "Description" as
shown in following sample code:
<ATTRIBUTE NAME="result_parameters" IS_REPEATING="true">
<VALUE>Description=MATL_DESC,18,40</VALUE>
</ATTRIBUTE>
The attribute "descriptive_field" is used by Content Services Manage. The value of
this attribute will be shown as the description in the query result dialog in Manage
as shown in the following screenshot. In this example, EKPO_Table is used.
50
Conguring SAP R/3 for Content Services for SAP
Creating Custom BAPIs
Conguring SAP R/3 for Content Services for SAP
51
Creating Custom BAPIs
52
Conguring SAP R/3 for Content Services for SAP
Chapter 5
Conguring the DMS Interface for the
Manage and View Components
The procedures in this chapter assume that the software is installed on at least one PC and that the
Documentum repository is configured according to your business needs. It is assumed that a default
installation of SAP has been performed. If this is not the case, you may find that the installation
steps differ in your R/3 system.
You must customize SAP before you can link documents to it. The customization work is necessary to
configure the CAD Interface to your needs. Additionally, you must verify a number of parameters
and certify that everything is configured properly. This chapter discusses the following topics:
•
Configuring the Manage component, page 53
•
Configuring Document Management Control Data, page 55
•
Configuring general data, page 60
•
Configuring CAD integration, page 67
•
Configuring general data sub-levels, page 69
The examples in this chapter also assume a SAP default installation.
Conguring the Manage component
The complete customization is done in the same SAP menu from SAPGUI.
Conguring the Manage and View components
To congure the Manage and View components for 3.x:
1.
Start SAPGUI and connect to R/3.
The SAP R/3 window appears.
Conguring SAP R/3 for Content Services for SAP
53
Conguring the DMS Interface for the Manage and View Components
2.
Type /nspro in the command field.
A dialog box may or may not be displayed.
3.
Click Enter.
4.
Click the Enterprise IMG button, F5 or click on the button for your specific project if
you configure your system on a project basis.
The Implementation Guide for R/3 Customizing screen appears:
5.
Click on Cross-Application Components, then click on Document Management
from the expanded list of items.
To congure the Manage and View components for 4.0:
1.
Start SAPGUI and connect to R/3.
The SAP R/3 window appears.
2.
Type /nspro in the command field.
A dialog box may or may not be displayed.
3.
Click Enter.
4.
Select Implement Projects>SAP Reference IMG (or click on the button for your
specific project if you configure your system on a project basis).
The Implementation Guide for R/3 Customizing screen appears:
5.
Click on Cross-Application Components, then click on Document Management
System from the expanded list of items.
Opening the Document Management Control Data
window
To open this window for 3.x:
1.
Type /nspro in the command field.
A dialog box may or may not be displayed.
2.
Click Enter.
3.
Click the Enterprise IMG button, F5 (or click on the button for your specific project if
you configure your system on a project basis).
The Implementation Guide for R/3 Customizingscreen appears:
4.
54
Click on Cross-Application Components, then click on Document Management
from the expanded list of items.
Conguring SAP R/3 for Content Services for SAP
Conguring the DMS Interface for the Manage and View Components
To open this window for 4.x:
1.
Type /nspro in the command field.
2.
Select SAP Reference IMG (or click on the button for your specific project if you
configure your system on a project basis).
The Implementation Guide for R/3 Customizing window appears:
3.
Click on Cross-Application Components, then click on Document Management
System from the expanded list of items.
This window is the starting point for all configurations described in this chapter.
Conguring Document Management Control
Data
You must verify several parameters in Document Management Control Data for 3.x.
1.
To navigate there, single-click on the cabinet icons to expand the selection:
2.
Cross-Application Components>Document Management>Control Data.
The following four items appear in a list:
3.
•
Define number ranges for document numbers
•
Define document types
•
Maintain object link descriptions
•
Define object links
Click on each item (marked with a green tick and a clock) to configure it.
The following sections explain how to do this.
You must verify several parameters in Document Management Control data for 4.0.
1.
To navigate there, single-click on the cabinet icons to expand the selection:
Cross-Application Components>Document Management>Control Data.
The following four items appear in a list:
2.
•
Define number ranges for document numbers
•
Define document types
Click on each item (marked with a green tick and a clock) to configure it.
The following sections explain how to do this.
Conguring SAP R/3 for Content Services for SAP
55
Conguring the DMS Interface for the Manage and View Components
You must verify several parameters in Document Management Control data for 4.x.
1.
If necessary, open the Implementation Guide for R/3 Customizing window and
navigate to the Document Management System cabinet. (See Opening the Document
Management Control Data window, page 54.)
2.
To navigate there, single-click on the cabinet icons to expand the selection:
Cross-Application Components>Document Management>Control Data.
The following items appear in a list:
3.
•
Define number ranges for document numbers
•
Define document types
Click on each item (marked with a green tick and a clock) to configure it.
The following sections explain how to do this.
Dening number ranges for document numbers
To check the number ranges:
1.
To edit the configuration, click on the Intervals button (marked with a red pen).
The Display Number Range Intervals window appears:
2.
You should see number ranges configured as in the following example:
Table 5-1. Number ranges
No.
From number
To number
Ext.
01
00000000000000000001
00000000000000999999
Checked
02
00000000010000000000
00000009999999999999
Unchecked
03
00000010000000000000
99999999999999999999
Checked
04
00000000000001000000
00000000009999999999
Checked
3.
Save changes if necessary.
4.
Click the Back button twice. This returns you to the Document Management Control
Data window.
Dening document types
To dene document types for 3.x and 4.0:
1.
56
Start SAPGUI and connect to R/3.
Conguring SAP R/3 for Content Services for SAP
Conguring the DMS Interface for the Manage and View Components
The SAP R/3 window appears.
2.
Type /nspro in the command field.
A dialog box may or may not be displayed.
3.
Click Enter.
4.
Select Implement Projects>SAP Reference IMG Cross-Application
Components>Document Management>Define Document Types.
A list of your configured Document types appears.
5.
Starting with the document type DRW, define the parameters for each document
type.
Note: Since the PLM type objects are usually drawings, a default value of “DRW”
is used. You can always override this setting in the Query Conditions field of the
SAP Query Composer (refer to the “Creating, Viewing, and Editing an SAP Query”
section of the Content Services for SAP Administration Guide).
Example 5-1.
You can assign the value of DocumentType as DES for a DES document type.
For all document types, you can set the value of DocumentType as one of the
following:
•
DocumentType=*
•
DocumentType=
In this case, no value has been assigned to the parameter. The value for the
parameter has been set to blank.
6.
Click the box at the beginning of the document type line.
7.
Click the magnifying glass button.
Define the parameters for DRW as described below. Leave other fields blank.
Table 5-2. Field descriptions
Parameter
Setting
Doc. type desc
Engin/Des. Drawing
Version Assign.
Checked
Ass. of rev. lev
Checked
Archiving authorization
Checked
Change docs
Checked
Internal number range
02
External number range
01
Conguring SAP R/3 for Content Services for SAP
57
Conguring the DMS Interface for the Manage and View Components
Parameter
Setting
Number exit
MCDOKZNR
Vers. no. incr.
1
File size
0
8.
Save your changes.
9.
Click Back twice.
This returns you to the Document Management Control Data screen.
To dene document types for 4.x:
1.
If necessary, open the Implementation Guide for R/3 Customizing window and
navigate to the Document Management System cabinet. To navigate there,
single-click on the cabinet icons to expand the selection: Cross-Application
Components > Document Management > Control Data.
2.
Select Define Document Types.
A list of your configured Document types appears.
3.
Starting with the document type DRW, define the parameters for each document
type you intend to store within Documentum.
Note: Since the PLM type objects are usually drawings, a default value of “DRW”
is used. You can always override this setting in the Query Conditions field of the
SAP Query Composer (refer to the “Creating, Viewing, and Editing an SAP Query”
section of the Content Services for SAP Administration Guide).
Example 5-2.
You can assign the value of DocumentType as DES for a DES document type.
For all document types, you can set the value of DocumentType as one of the
following:
•
DocumentType=*
•
DocumentType=
In this case, no value has been assigned to the parameter. The value for the
parameter has been set to blank.
4.
Click the box at the beginning of the document type line.
5.
Click the magnifying glass button.
Define the parameters for DRW as described below. Leave all other fields blank.
58
Conguring SAP R/3 for Content Services for SAP
Conguring the DMS Interface for the Manage and View Components
Table 5-3. Field descriptions
Parameter
Setting
Doc. type desc
Engin/Des. Drawing
Version Assign.
Checked (optional)
Ass. of rev. lev
Checked (optional)
Archiving authorization
Checked
Change docs
Checked (optional)
Internal number range
02
External number range
01
Number exit
MCDOKZNR
Vers. no. incr.
1
File size
0
6.
Save your changes.
7.
Click Back twice.
You are returned to the Document Management Control Data window.
Dening and Maintaining Object Link descriptions
To dene and maintain object link descriptions for 3.x:
1.
Verify that the following three items are configured and the names are spelled
exactly as follows:
Table 5-4. Object Link descriptions
Lang.
Object
Name
E
EQUI
Equipment master
E
IFLOT
Functional location
E
MARA
Material master
2.
Click Back.
This returns you to the Document Management Control Data screen.
To dene and maintain object link descriptions for 4.0 and 4.x:
1.
Select the document type.
Conguring SAP R/3 for Content Services for SAP
59
Conguring the DMS Interface for the Manage and View Components
2.
Select Document Types>Maintain Object Link Descriptions.
3.
Verify that the following three items are configured and the names are spelled
exactly as follows:
Table 5-5. Object Link descriptions
Lang.
Object
Name
EN
EQUI
Equipment master
EN
IFLOT
Functional location
EN
MARA
Material master
4.
Click Back twice.
You are returned to the Document Management Control Data window.
Conguring general data
This section explains how to configure several required parameters that are usually not
configured in a default R/3 installation.
To congure general data for 3.x and 4.0:
1.
Start SAPGUI and connect to R/3.
The SAP R/3 window appears.
2.
Type /nspro in the command field.
A dialog box may or may not be displayed.
3.
Click Enter.
4.
Select Implement Projects>SAP Reference IMG Cross-Application
Components>Document Management>General Data.
5.
Close the Document Management Control Data screen and navigate to the General
Data level.
The following items are listed:
6.
60
•
Define data carrier types
•
Define data carriers
•
Identify front-end computers
•
Define workstation applications
•
Define workstation applications in network
Click on each item (marked with a green tick and a clock) to configure it.
Conguring SAP R/3 for Content Services for SAP
Conguring the DMS Interface for the Manage and View Components
The following sections explain how to do this.
To congure general data for 4.x:
1.
If necessary, open the Implementation Guide for R/3 Customizing window and
navigate to the Document Management System cabinet. (To navigate there,
single-click on the cabinet icons to expand the selection: Cross-Application
Components>Document Management>General Data.)
2.
Select General Data.
The following items are listed:
3.
•
Define data carrier
•
Define workstation application
•
Maintain CAD systems
Click on each item (marked with a green tick and a clock) to configure it.
The following sections explain how to do this.
Dening Data Carrier and Data Carrier Types
Select Define data carrier from the list.
This section describes how to configure the following settings under the Define Data
Carrier Type window:
•
Define data carrier type “external DMS”
•
Define “external DMS” (document management system)
•
Define data carrier type “server, front end”
•
Identify frontend computers
Dening external DMS
To congure the DMS for 4.0:
1.
Click the New Entries Button.
2.
Define the following parameters:
3.
•
Data Car. = DOCUMENTUM
•
TY = EX
•
Description = Documentum
Save the new entry. You should then go on to define the data carrier type “server,
front end”.
Conguring SAP R/3 for Content Services for SAP
61
Conguring the DMS Interface for the Manage and View Components
To congure the DMS for 4.x:
1.
Select Define external DMS
2.
Click the New Entries Button.
3.
Define the following parameters:
•
TY = EX
•
Description = Documentum
•
Online and EX checked
4.
Select “Define External DMS”.
5.
Create a Data Carrier called “Documentum” of type EX with description =
Documentum.
6.
Save the new entry. You should then go on to define the data carrier type “server,
front end”.
Dening data carrier type “server, front end”
Use the following procedure to congure a new carrier type for 3.x:
1.
2.
Verify that type PC exists in the listing.
•
If the type PC exists verify the parameters listed in step 2.
•
If the type PC does not exist, click the New Entries button and set the parameters
as listed in step 2.
Define the following parameters:
•
Data car. type = PC
•
Online = checked
•
Printer = unchecked
•
Vault = unchecked
•
Ex = checked
•
CAD System = DEMO
•
Description = External DMS
3.
Save your changes.
4.
Exit this dialog.
5.
Click Back.
You should then go on to define the data carrier
Use the following procedure to congure a new carrier type for 4.0 and 4.x
1.
62
Verify that type PC exists in the listing.
Conguring SAP R/3 for Content Services for SAP
Conguring the DMS Interface for the Manage and View Components
2.
•
If the type PC exists, verify the parameters listed in step 2.
•
If the type PC does not exist, click the New Entries button and set the parameters
as listed in step 2.
Define the following parameters:
•
Type = PC
•
Description = Windows PC
•
Online = Checked
•
The Path entry should be left blank.
3.
Save your changes.
4.
Exit this dialog.
5.
Click Back.
You should then go on to define the data carrier.
Identifying Front-end computers
Use the following procedure to congure a default front-end computer (if not already
congured) for 3.x:
1.
Click the New Entries button.
2.
Define the following parameters:
•
DataCar = DEFAULT
•
Ty = PC
•
Net address = DEFAULT
•
Description = Windows View component for default PC.
3.
Save your changes.
4.
Exit this dialog.
5.
Click Back.
You should then go on to define the workstation applications.
Use the following procedure to congure a default front-end computer (if not already
congured) for 4.0 and 4.x:
1.
Navigate to the Define data carrier type “server, front end” option and select the
type PC.
2.
Select Identify frontend computers from the navigation area.
3.
Make sure that the following entry is defined:
•
FrontendComputer. = DEFAULT
Conguring SAP R/3 for Content Services for SAP
63
Conguring the DMS Interface for the Manage and View Components
•
Data carr. type = PC
•
Netw. address = DEFAULT
•
Description = Default for local PC.
Note: If DEFAULT is not defined, check to see if it has been defined under a
different data carrier. If this is the case, continue to use this data carrier from
now on, instead of PC.
4.
Save your changes.
5.
Exit this dialog.
6.
Click Back.
You should then go on to define the workstation applications.
Dening workstation application
This section describes how to configure the following settings under the Document
Management System Control Data window[Symbol_ZapfDingbats_228] General
Data[Symbol_ZapfDingbats_228]Define workstation application section. The following
entries must be configured in this window:
•
Define workstation application
•
Define workstation applications in network
To congure a workstation application for 3.x:
1.
Click the New Entries button.
2.
Define the following parameters:
•
WS application = DCM
•
StartAut = checked
•
Description = Documentum View component
•
All the other check boxes must be unchecked
3.
Save your changes.
4.
Exit this dialog.
5.
Click Back.
You should then proceed to define the Workstation Applications in a Network.
To congure a workstation application for 4.0 and 4.x:
64
1.
Navigate to the “Define workstation application” settings in the Workstation
Application dialog.
2.
Click the New Entries button.
Conguring SAP R/3 for Content Services for SAP
Conguring the DMS Interface for the Manage and View Components
3.
Define the following parameters:
•
WS application = DCM
•
Description = Documentum View component
•
Start authorization = checked
•
All other fields should be left empty.
•
All the other check boxes must be unchecked
4.
Save your new entry.
5.
Exit this dialog.
Dening workstation applications in network
To congure a workstation application in the network for 3.x:
1.
Click the New Entries Button.
Define the following parameters:
•
DataCar type = PC
•
Applic. = DCM
•
ApplTyp = 1 (Display)
You can configure Content Services to provide a print button in addition to a view
one. This option is not available under WebView. To configure printing, add an
identical entry which has the ApplTyp = 3 (Print) and define the program as
dmview.exe /print %f
•
Program = dmview.exe
If you have installed the View component somewhere other than the default SAP
main program directory, you must define the path.
If you installed WebView for viewing documents, you should define the Program as:
dmwebview.exe %f host/rs-bin/RightSite.dll
This configuration may look different for a UNIX Web server.
•
SourcePath = [leave this field empty]
•
StartAuth = Yes
•
Description = Documentum View component
2.
Save your changes.
3.
Exit this dialog.
4.
Click Back.
This is the final task for document management customization.
Conguring SAP R/3 for Content Services for SAP
65
Conguring the DMS Interface for the Manage and View Components
To congure a workstation application in the network for 4.0:
1.
Navigate to the “Define workstation applications” settings in the Workstation
Application dialog.
2.
Select the DCM entry and navigate to “Define workstation applications in network”.
3.
Click New Entries and enter the following parameters:
•
WS application = DCM (this entry is read only)
•
Data carr. type = PC
•
Application Type = 1 (Display)
You can configure Content Services to provide a print button in addition to a view
one. This option is not available under WebView. To configure printing, add an
identical entry which has the Application Type = 3 (Print) and define the program as
dmview.exe /print %f
•
Path with prog. name = dmview.exe
If you have installed the View component somewhere other than the default SAP
main program directory, you must define the path.
If you installed WebView for viewing documents, you should define the Program as:
dmwebview.exe %f host/rs-bin/RightSite.dll
This configuration may look different for a UNIX Web server.
•
Path for ref. file = [leave this field empty]
•
Start Authorization = Yes
4.
Save your changes.
5.
Exit this dialog.
6.
Click Back.
To congure a workstation application in the network for 4.x:
1.
Navigate to the “Define workstation applications” settings in the Workstation
Application dialog.
2.
Select the DCM entry and navigate to “Define workstation applications in network”.
3.
Click New Entries.
Under 4.6, it is not possible to pass program arguments. For example, this means
that it is not possible to launch dmview.exe with program arguments such as /PRINT
to trigger the print function or the arguments required to use anonymous login. To
get around this problem, see OSS notes: 0135155 and 0105208.
4.
Enter the following parameters:
•
66
WS application = DCM (this entry is read-only)
Conguring SAP R/3 for Content Services for SAP
Conguring the DMS Interface for the Manage and View Components
•
Data carr. type = PC
•
Application Type = 1 (Display)
•
Path with prog. name = dmview.exe
If you have installed the View component somewhere other than the default SAP
main program directory, you must define the path.
If you have installed WebView for viewing documents, you must define the program
as dmwebview.exe. (The previous note about passing program arguments applies
also to dmview.exe. For example, If webview.exe is called without command line
parameters, the user is prompted to fill in the host name under which the Web
application runs. To get around this problem, see OSS notes: 0135155 and 0105208.)
This configuration may look different for a UNIX Web server.
•
Path for ref. file = [leave this field empty]
•
Start Authorization = X (yes)
5.
Save your changes.
6.
Exit this dialog.
7.
Click Back.
Maintaining CAD systems
To congure and verify the CAD systems for 4.x:
1.
Select Maintain CAD Systems.
2.
Click New Entries.
3.
Enter the following parameters:
•
CAD System = DEMO
•
Description = Documentum.
4.
Save your changes.
5.
Exit this dialog.
Conguring CAD integration
Go up one level and enter the CAD Integration configuration area of the IMG guide.
Select the Define control parameters entry.
Conguring SAP R/3 for Content Services for SAP
67
Conguring the DMS Interface for the Manage and View Components
To congure and verify the control parameters for 3.x and 4.0:
1.
Start SAPGUI and connect to R/3.
The SAP R/3 window appears.
2.
Type /NSPRO in the command field.
A dialog box may or may not be displayed.
3.
Click Enter.
4.
Select Implement Projects>SAP Reference IMG Cross-Application
Components>Document Management>CAD Integration.
5.
Edit or verify the following parameters:
•
Max. number of matchcode recs = 50
•
Separator in data-string = @ (hex 40)
•
Max. length of send string = 03001
The remaining parameters on this screen are not relevant and do not need to be
edited.
6.
Save your changes.
7.
Exit this dialog.
Save the settings even if nothing was modified. The parameters given above are
the default parameters.
You may receive an error message here stating that control parameters are not
defined for the current client. If this happens, save the settings even if you have
not modified anything.
To congure and verify the control parameters for 4.x:
1.
Select CAD Integration.
2.
Edit or verify the following parameters:
•
Max. number of matchcode recs = 50
•
Separator in data-string = @ (hex 40)
•
Max. length of send string = 03001
The remaining parameters on this window are not relevant and do not need to be
edited.
3.
Save your changes.
4.
Exit this dialog.
Save the settings even if nothing was modified. The parameters given above are
the default parameters.
68
Conguring SAP R/3 for Content Services for SAP
Conguring the DMS Interface for the Manage and View Components
You may receive an error message here stating that control parameters are not
defined for the current client. If this happens, save the settings even if you have
not modified anything.
Conguring general data sub-levels
This section describes how to verify the basic configuration values for the sub-levels
associated with the CAD Integration General Data level.
Verifying the values in the general data sub-levels ensures that the CAD Interface is
properly configured. This interface is defined with a number of tables that are configured
for client 000 for 3.x and 100 for 4.x when the SAP server is installed. Because these tables
are not always duplicated to other clients it’s important to verify them.
Note: The lists displayed in this manual do not show the complete tables but they show
items that must be there. If the number of items in your tables is much lower than the
numbers given in this manual, then your tables may not be complete. In this case, copy a
new set of tables from client 000. Do not try to enter these values manually.
Dening functions
Use the Position button to verify that the following items in the table are defined. This
table must contain about 180 entries:.
Table 5-6. Function values
Proc. Code
Sub-process code
DOCCH
DO
DOCCR
MR
DOCRQ
CL
EQUIRQ
MR
MATRQ
MR
Conguring SAP R/3 for Content Services for SAP
69
Conguring the DMS Interface for the Manage and View Components
Allocating eld sets
The following entries must be configured. This step allows you to verify whether the
CAD system name as configured in Defining Data Carrier and Data Carrier Types,
page 61 is correct.
Use the position button to find the following items:
•
CAD system = DEMO
•
Proc. Code = DOCCR
•
Sub -process code = MR
•
Direction = U
•
Set name = DCCRDAT
Dening eld sets (CAD->SAP)
Choose General Data>Define field sets>CAD>SAP to define CAD Field Sets. This table
contains more than 300 items. The following items must be configured:
Table 5-7. CAD eld sets
70
Field set
Field name
DCCRDAT
DOC_NUMBER
DCCRDAT
DOC_TYPE
DCCRDAT
DOC_PART
DCCRDAT
DOC_VERS
DCCRDAT
DESCRIPT_D
DCCRDAT
DISP_APPL
DCCRDAT
DATA_CARR
DCCRDAT
ORIGINAL
DCCRDAT
PROTOCOL
Conguring SAP R/3 for Content Services for SAP
Chapter 6
Conguring SAP for PP-PI
Documentum Content Services for SAP allows you to link documents stored in a Documentum
repository to an SAP PP-PI (Production Planning for Process Industries) instruction sheet. Documents
are thus directly accessible from SAP PP-PI sheets.
SAP PP-PI modules control the manufacturing process in process industry environments. PP-PI
allows you to define hyperlinks to external applications, enabling you to retrieve documents (such as
recipes or SOPs) from a Documentum repository by using a configurable query together with specific
parameters. This mechanism is very flexible and is independent of the Documentum or ArchiveLink
system. Documents are linked to SAP PP-PI with a query stored in Documentum.
This information in this chapter assumes that the Content Services View is installed on at least one PC
and that the Documentum repository is configured according to your business needs.
You must customize the SAP server before you can use hyperlinks from a PP-PI sheet. This section
explains how to create and configure the mandatory new process instruction categories. These
concepts are described in the following sections:
•
Configuring the Process Instruction category, page 71
•
Defining Process Instruction category DCTM, page 72
•
Configuring the Characteristics/Process Instruction category, page 72
Conguring the Process Instruction category
To get into the SAP customization menu follow these steps:
1.
Start SAPGUI and connect to R/3.
2.
To invoke the SAP configuration tool, type /nspro into the command field.
A dialog box appears.
3.
Click Enter to exit the dialog box.
4.
Click the Enterprise IMG button (or click your specific project if you configure your
system on a project base).
Conguring SAP R/3 for Content Services for SAP
71
Conguring SAP for PP-PI
This brings you to Implementation Guide for R/3 Customizing window.
5.
Navigate to the process instruction categories subfolder.
To get there, click Production Planning for Process Industries folder>Process
management>Process instructions>Process instruction categories for the R/3 PI sheet.
6.
Click on Define Process Instruction Categories.
Dening Process Instruction category DCTM
To congure a new Process Instruction category:
1.
Click the New Entries Button.
2.
Define the category DCTM:
•
Process Instr.type’ type must be 6.
•
Description is ‘Documentum Content Services’.
3.
Save the new item.
4.
Click Back to return to the previous window.
Conguring the Characteristics/Process
Instruction category
To congure the Characteristics/Process Instruction category:
You must have a screen resolution of at least 600x800 to be able to enter characteristics
of the new process instruction category.
1.
Click on Characteristics/Process instruction category.
2.
Enter the value for PPPI_FUNCTION_NAME.
The default value for this field is WS_EXECUTE
3.
Enter the value for PPPI_BUTTON_TEXT.
The default value is Show Related Documents. This text can be changed to reflect
your customized installation.
4.
Enter the value for PPPI_EXPORT_PARAMETER.
The default value for this field is ‘PROGRAM’
5.
Enter the value for PPPI_STRING_CONSTANT.
This field specifies the absolute path or relative path (if installation directory is in the
PATH environment variable on every PC) of the Content Services View executable.
72
Conguring SAP R/3 for Content Services for SAP
Conguring SAP for PP-PI
The default location of the Content Services View executable is the SAPGUI
installation directory. This is a system-wide setting.
The maximum numbers of characters is 30.
6.
Enter the value for PPPI_EXPORT_PARAMETER.
The default value for this field is COMMANDLINE.
7.
Enter the value for PPPI_STRING_CONSTANT.
The value of this field is the command line passed to Content Services View. You
may either leave this field blank for now, or enter the repository name and the query
name. The command line has some constraints:
8.
•
The maximum string length is 30 characters.
•
All letters are capitalized.
Enter the value for the characteristics described below.
Table 6-1. Field descriptions
Characteristic
Default characteristic value
/ Comments
PPPI_FUNCTION_NAME
WS_EXECUTE
PPPI_BUTTON_TEXT
Show Related Documents
This text can be changed to reflect your
customized installation.
PPPI_EXPORT_PARAMETER
PROGRAM
PPPI_STRING_CONSTANT
This field specifies the absolute path or
relative path (if installation directory is in
the PATH environment variable on every
PC) of the Content Services View executable.
The default location of the Content Services
View executable is the SAPGUI installation
directory. This is a system-wide setting.
The maximum numbers of characters is 30.
Conguring SAP R/3 for Content Services for SAP
73
Conguring SAP for PP-PI
Characteristic
Default characteristic value
/ Comments
PPPI_EXPORT_PARAMETER
COMMANDLINE
PPPI_STRING_CONSTANT
The value of this field is the command line
passed to Content Services View. You may
either leave this field blank for now, or enter
the repository name and the query name. The
command line has some constraints:
• The maximum string length is 30 characters.
• All letters are capitalized.
9.
Save your changes.
10. Exit this dialog.
74
Conguring SAP R/3 for Content Services for SAP
Index
A
Administrative Console, 15
Agent services, 15
ALF, 38, 40
ALF class, 16
ALF format, 16
Anonymous Login
protocol, 29
archived and deleting documents,
deleting, 42
archived data, 16
archived Print List
displaying in SAPGUI, 41
ArchiveLink Monitor window, 41
archiving
Print List, 40
archiving reports
testing, 40
Archiving request window, 41
Archiving Server, 14
asynchronous queue, 21
number ranges, 21
optical archive as output device, 22
content repositories, 33
Content Services, see Content Services for
SAP
Content Services for SAP, 7
defined, 13
Content Services for SAP administrator, 7
Content Services server, 38
creating
queues, 21
creating links, 7
CS for SAP, see Content Services for SAP
D
CAD field sets, 70
CAD Integration, configuring, 67
capture operator, 7
class
ALF, 16
FAX, 16
OTF, 16
REO, 16
configuration procedures, 36, 67
configuring
basic settings, 20
Manage, 53
DB2, 7
defining
document types, 38
links, 39
logical ArchiveID, 20
deleting
archived and linked documents, 42
displaying
archived Print List in SAPGUI, 41
dmview.exe, 65 to 67
document
incoming, 16
outgoing, 16
scanned, 16
supported formats in SAP, 16
document controller, 7
document formats, supported in SAP, 16
Document Management General Data, 64
to 66, 69
document types
ALF, 38
defining, 38
FAX, 38
OTF, 38
REO, 38
Conguring SAP R/3 for Content Services for SAP
75
B
bar codes, 44
basic settings, configuring, 20
C
Index
documents, 42, 55
F
f.21, 40
FAX, 38, 42
FAX class, 16
field sets, allocating, 70
format
ALF, 16
PDF, 16
REO, 16
Tiff, 16
frequency of archival, 22
G
General Data, 69 to 70
I
P
Inline Print List Viewer
protocol, 30
intended audience, 7
PDF format, 16
prerequisites
system administrator, 7
Print List, 40
archived, displaying in SAPGUI, 41
archiving, 40
Print Lists, 16
ALF class, 16
ALF format, 16
protocol
Anonymous Login, 29
Inline Print List Viewer, 30
purpose of the guide, 7
J
jobs, scheduling, 22
L
linking, 42
links
defining, 39
logical ArchiveID
defining, 20
Q
M
queues, creating, 21
maintaining links, 7
Manage, 53 to 55
R
N
number ranges, configuring, 21
O
oaa4, 27
oaat, 22
oac0, 20, 33
OAC0, 34
76
oac2, 38
oac3, 39
oadr, 41
oag1, 20
oam1, 21
oanr, 21
oaq1, 21
oaqi, 21
OAWS, 42
OLE, application, 25
optical archive, configuring as output
device, 22
Oracle, 7
OTF, 38
OTF class, 16
output device
configuring logical archive as, 22
releasing documents to SAP, 7
REO, 38
REO class, 16
REO format, 16
Reports, see Print Lists
RFC destination archive, 36
S
SAP
print spooler, 24
Conguring SAP R/3 for Content Services for SAP
Index
supported document formats in, 16
transaction code, f.21, 40
transaction code, oaat, 22
transaction code, oac0, 20, 33
transaction code, oac2, 38
transaction code, oac3, 39
transaction code, oadr, 41
transaction code, oag1, 20
transaction code, oam1, 21
transaction code, oanr, 21
transaction code, oaq1, 21
transaction code, oaqi, 21
transaction code, sm50, 24
transaction code, spad, 22
transaction code, spro, 19
SAP Document Classes
customizing, 33
SAP Server, 53 to 55
SAP Workflow, 43
SAPGUI
ArchiveLink Monitor window, 41
Archiving request window, 41
displaying archived Print List in, 41
Queue Administrator field, 21
scanning documents, 7
scheduling
jobs, 22
settings, 42
sm50, 24
SM59, 36 to 37
SOLE, 25
spad, 22
SPO process, 24
spool process, 24
spool processes, verifying, 24
spro, 19
SQL Server, 7
standard user, 7
supported databases, 7
DB2, 7
Oracle, 7
SQL Server, 7
Sybase, 7
supported document formats in SAP, 16
ALF class, 16
Conguring SAP R/3 for Content Services for SAP
ALF format, 16
FAX class, 16
OTF class, 16
PDF format, 16
REO class, 16
REO format, 16
Tiff format, 16
Sybase, 7
system administrator, 7
prerequisites, 7
T
test scanning, 44
testing the connection, 37
Tiff format, 16
transaction code
f.21, 40
oaat, 22
oac0, 20, 33
oac2, 38
oac3, 39
oadr, 41
oag1, 20
oam1, 21
oanr, 21
oaq1, 21
oaqi, 21
sm50, 24
spad, 22
spro, 19
Transfer drctry field, 20
U
ueue Administrator field, 21
user roles, 7
V
verifying, spool processes, 24
View, 53 to 55
W
WebAdmin, 15
77