2 Questions to Answer before Starting Your SAP DMS Project
25
2.1 Defining Which Documents to Manage with SAP DMS
25
2.2 How Documents Fit Into the Overall Business Process
26
2.3 How to Search for Stored Documents
27
2.4 Define the Lifecycle of Documents
28
2.5 The Change Control Process
29
2.6 A Formal Approval Process
29
2.7 Identify Business Roles and Mapping
30
2.8 Security Requirements
30
2.9 Defining Which Type of Application Files to Store
31
2.10 Document Numbering
32
2.11 Change History Requirements
32
2.12 Versions and Revisions
33
2.13 Management of Content Versions
34
2.14 Searching and Maintenance in Multiple Languages
34
2.15 Full-Text Search Requirements
34
2.16 Stored Document Volume and Size
35
2.17 Locations for Document Creators versus Consumers
36
2.18 Document Retention Requirements
36
2.19 Conversion to Neutral Format for Long-Term Retention
37
2.20 Interface with External Systems
37
2.21 Data Migration Requirements
38
2.23 Organizational Change Impact
39
4.1 Questions to Answer before Starting the Configuration
83
4.2 SAP DMS Configuration in the SAP IMG
84
4.3 Configuration Steps
84
4.4 Defining Number Ranges
84
4.5 Creating Document Types
86
4.5.1 Configuration Location
88
4.5.2 Configuration Example
88
4.5.3 Configuration Steps
88
4.6 Defining Laboratories/Design Offices
103
4.7 Defining Revision Levels
104
4.8 Defining Workstation Applications
105
4.8.1 Example Workstation Application: Microsoft Word
106
4.8.2 Workstation Application Details
106
4.8.3 Define Workstation Application in Network
108
4.8.4 Define Templates for Original Files
110
4.8.5 Set Up Microsoft Office Integration
110
4.9 Maintain a Default Entry for Frontend Type “PC”
111
4.10 Start Processing for Documents
112
4.11 Define Workstation Application for Thumbnails
114
4.13 Additional Configuration Items
117