Inhaltsverzeichnis

Alle Kapitel aufklappen
Alle Kapitel zuklappen
Acknowledgments
15
Preface
17
Who Is This Book For?
17
How This Book Is Organized
18
Example Scenario
20
Conclusion
22
1 Introduction to Document Management
25
1.1 Digital Asset Repository
27
1.1.1 SAP Easy Document Management
27
1.1.2 WebDocuments
28
1.1.3 Generic Object Services
29
1.1.4 SAP Business Client
29
1.1.5 CAD Desktop
30
1.2 Cross-Linking Objects
31
1.2.1 Maintenance Management
31
1.2.2 Procurement
32
1.2.3 Project Management
33
1.3 Collaboration Hub for Business Partners
34
1.3.1 SAP Document Center
34
1.3.2 SAP Intelligent Product Design
36
1.3.3 SAP Engineering Control Center
38
1.4 Manage Documents App
39
1.5 Summary
39
2 Configuring Document Management System
41
2.1 Control Data
42
2.1.1 Define Number Ranges for Document Types
42
2.1.2 Define Document Types
45
2.1.3 Define Revision Levels
65
2.1.4 Activate Enhanced Document Search
66
2.1.5 Activate Document Browser and Access Control Lists
66
2.2 General Data
67
2.2.1 Define Data Carrier
67
2.2.2 Start Processing for Documents
69
2.2.3 Define Workstation Application
71
2.2.4 Set Up Workstation Applications for Thumbnail Images
76
2.2.5 Defining Laboratories/Design Offices
77
2.2.6 Define Profile
77
2.2.7 Define Templates for Original Files
78
2.3 Integration with SAP Document Center
81
2.4 Document Distribution
82
2.4.1 Activate Event-Type Linkage
82
2.4.2 Allocate Tasks to Persons Responsible
82
2.4.3 Verify Workflow Customizing
83
2.4.4 Make Office Settings for the Business Workplace
84
2.4.5 Define Context
85
2.4.6 Define Distribution Types
86
2.4.7 Generation of Distribution Packages
88
2.5 Conversion of Original Application Files
89
2.5.1 Maintain Converter
90
2.5.2 Define Conversion
90
2.6 SAP 3D Visual Enterprise Generator
95
2.6.1 Map the SAP 3D Visual Enterprise Generator Instance to the Logical Port
96
2.6.2 Maintain the Conversion Trigger
96
2.6.3 Map Storage Category to SAP 3D Visual Enterprise Generator Application Server
98
2.6.4 Define Tag Category
98
2.6.5 Map the Tag Name to the Tag Category
98
2.6.6 Map a Business Context Viewer Tag to a Tag Name
99
2.6.7 Maintain Tag Mapping
100
2.6.8 Maintain Application Usage
100
2.6.9 Define a Searchable Sequence for Viewable Files
100
2.6.10 SAP 3D Visual Enterprise Viewer
101
2.7 User Exits, BAdIs, and Configuration Object Checklist
102
2.8 Summary
104
3 Classification
105
3.1 Classification Overview
106
3.1.1 SAP S/4HANA Classification System
106
3.1.2 Describing an Object
107
3.2 Characteristics
107
3.2.1 Creating a Characteristic
108
3.2.2 Additional Details of Characteristics
113
3.3 Create a Class and Assign Characteristics
114
3.3.1 Class Creation
114
3.3.2 Class Types
116
3.3.3 Class Hierarchies
116
3.4 Object Dependencies
117
3.5 Assigning a Class to a DMS Document Type
118
3.6 Finding Objects Using Classification
120
3.7 Summary
122
4 Document Info Record Management
123
4.1 Creating a Document Info Record
124
4.1.1 Key Terminology
124
4.1.2 Basic Data
125
4.1.3 Long Text
127
4.1.4 Document Statuses and Status Network
128
4.2 Originals
129
4.2.1 Adding Originals to a Document Info Record
130
4.2.2 Checking In and Checking Out Originals
133
4.2.3 Changing, Displaying, Deleting, and Printing Originals
134
4.3 Classification System and Additional Data
138
4.4 Object Links
141
4.5 Document Browser
146
4.6 Changing a Document Info Record
147
4.7 Display a Document Info Record: Change History
148
4.8 Integrating with SAP ArchiveLink
150
4.9 Version and Part Management
152
4.9.1 New Version of a Document Info Record
152
4.9.2 New Document Info Record Part
155
4.9.3 View Active or All Versions
156
4.10 Searching Document Info Records
158
4.10.1 Search Options
158
4.10.2 Basic Documents Attributes
161
4.10.3 Search Additional Attributes or Classification
167
4.10.4 Object Links
168
4.10.5 Text or Long Text
169
4.10.6 Originals
170
4.10.7 Full Text
171
4.10.8 Document Browser
171
4.11 Additional DMS Functionalities
173
4.11.1 Copying and Deleting a Document Info Record
173
4.11.2 Creating and Displaying Document Hierarchy, Status Log, and Revision Levels
174
4.11.3 Document Where-Used Report
175
4.11.4 Reset Check-Out
175
4.12 Manage Documents App
175
4.12.1 Editing a Document with Manage Documents App
176
4.12.2 Creating a Document Info Record with the Manage Documents App
179
4.13 Summary
182
5 Structuring, Distribution, Conversion, and Reporting
183
5.1 Document Structuring
184
5.1.1 Document Hierarchy
184
5.1.2 Document Structure
187
5.2 Document Distribution
189
5.2.1 Recipients
189
5.2.2 Recipient List
192
5.2.3 Distribution
193
5.2.4 Distribution Log
196
5.2.5 SAP Inbox
199
5.2.6 My Inbox App
200
5.3 Reporting
200
5.3.1 Product Structure Browser
200
5.3.2 Finding Objects Using Classification
203
5.3.3 Document Where-Used List
204
5.4 Document Conversion
206
5.4.1 Conversion of Original Application File
206
5.4.2 Conversion with SAP 3D Visual Enterprise Generator
208
5.5 Summary
211
6 Digital Signatures
213
6.1 Configuring Digital Signatures
214
6.1.1 Define Authorization Groups
214
6.1.2 Define Individual Signatures
215
6.1.3 Define a Signature Strategy
215
6.2 Assigning Digital Signatures to Document Types
218
6.3 Triggering Digital Signatures
219
6.4 Managing Digital Signatures
223
6.5 Application of Digital Signatures in SAP S/4HANA
224
6.6 Summary
225
7 Engineering Change Management
227
7.1 Change Master
227
7.1.1 Configuring a Status Profile: User Status
228
7.1.2 Maintain Profile
231
7.1.3 Change Master Creation
234
7.1.4 Changes in the Document Info Record with a Change Number
236
7.1.5 Engineering Change Management Information System
238
7.2 Change Record
240
7.2.1 Manage Engineering Changes
241
7.2.2 Manage Change Records
245
7.2.3 Engineering Cockpit
246
7.3 Engineering Record
247
7.4 Management of Changes
254
7.5 Summary
262
8 SAP Cloud-Based Document Management Solutions
263
8.1 SAP Document Center
264
8.1.1 Create Folders and Add or Upload Files
264
8.1.2 Create Shared Folders and Add or Upload Files
265
8.1.3 Favorites, Recycle Bin, and Downloads
266
8.1.4 SAP Document Center Integration
268
8.2 SAP Cloud Platform Document Service
271
8.3 SAP Engineering Control Center
272
8.3.1 Product Overview
273
8.3.2 User Interface
274
8.3.3 Key Functions
277
8.4 SAP Extended ECM by OpenText
282
8.5 SAP Intelligent Product Design
285
8.6 SAP Innovation Management
287
8.7 Summary
288
9 Infrastructure Setup
289
9.1 Content Server Setup
290
9.2 Cache Server Setup
294
9.3 Index Server Setup
296
9.4 Conversion Server
297
9.5 SAP 3D Visual Enterprise Generator
298
9.6 Infrastructure Considerations
299
9.6.1 User Types at Each Location
299
9.6.2 Functionalities to Implement
300
9.6.3 Wide Area Network Capability
300
9.7 Summary
301
10 Authorization Management
303
10.1 Defining Security Requirements
303
10.2 Standard DMS Authorization Objects for Document Info Records
304
10.2.1 Activities for Documents
305
10.2.2 Status-Dependent Authorization
306
10.2.3 Document Status
307
10.2.4 Authorization Group
308
10.2.5 Object Link
309
10.2.6 Document Access to Originals
310
10.2.7 Activities for Recipient Lists
311
10.2.8 Distribution Order
312
10.3 Additional Non-DMS Authorization Objects for Classification
313
10.3.1 Authorization for Class Type
313
10.3.2 Authorization for Characteristic
314
10.3.3 Bill of Material Maintenance
314
10.4 Access Control Lists
316
10.5 Summary
319
11 Workflows in Document Management System
321
11.1 Defining Workflows and Maintaining Tasks
322
11.2 Creating Container Element
322
11.3 Triggering Event
326
11.4 Setting Up the Workflow Builder
326
11.5 Adding Tasks and Activating the Workflow
329
11.6 Trigger and Test the Workflow
338
11.7 Summary
340
12 Implementing Document Management System with SAP Activate
341
12.1 Introduction to SAP Activate
342
12.1.1 Methodology and Terminology
343
12.1.2 SAP Activate in the Roadmap Viewer
346
12.1.3 SAP Best Practices Explorer
350
12.1.4 SAP Jam for SAP Activate
351
12.1.5 SAP Solution Manager
352
12.2 SAP Activate Workstreams
354
12.3 Discover Phase
356
12.3.1 Identifying Key Pain Points
357
12.3.2 Preparing a Business Case to Implement Document Management System
358
12.3.3 Evaluating the Right Document Management System Solution
361
12.3.4 Prerequisites for the Chosen Document Management System Solution
362
12.4 Prepare Phase
366
12.4.1 Key Activities, Deliverables, and Milestones
367
12.4.2 Qualifying Digital Assets for Document Management System
368
12.4.3 Creating and Updating Standard Operating Procedures for DMS
368
12.4.4 Enabling Organizational Change Management
370
12.4.5 Document Retention and Document Lifecycle
371
12.4.6 Project Management and Program Management
372
12.5 Explore Phase
373
12.5.1 Data Load Preparation
374
12.5.2 Key Activities, Deliverables, and Milestones
376
12.6 Realize Phase
377
12.6.1 Key Configuration Objects
377
12.6.2 Testing
378
12.6.3 Training
382
12.6.4 System Configuration and Solution Walk-Through
383
12.6.5 Planning Cutover, End-User Enablement, and User Support
384
12.6.6 Key Activities, Deliverables, Milestones, and Decisions
386
12.7 Deploy Phase
387
12.7.1 Key Activities, Deliverables, and Decisions
387
12.7.2 Data Migration
389
12.8 Run Phase
392
12.8.1 Go-Live and Support
393
12.8.2 Support Options
394
12.8.3 Continuous Improvements and Innovations
395
12.9 Summary
396
The Author
397
Index
399