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Installation and Upgrade Guide Open Text Archiving and Document Access for SAP Solutions 9.6.

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The Open Text Archiving and Document Access for SAP Solutions installation guide describes the installation of the basic components including DocuLink, DesktopLink, Forms Management, and Java/WebViewer integration.

ER090602-IGD-EN

Installation and Upgrade Guide Open Text Archiving and Document Access for SAP Solutions 9.6.2 ER090602-IGD-EN Rev.: 31. Mar. 2009
Open Text Corporation 275 Frank Tompa Drive, Waterloo, Ontario, Canada, N2L 0A1 Tel: +1-519-888-7111 Toll Free Canada/USA: 1-800-499-6544 International: +800-4996-5440 Fax: +1-519-888-0677 E-mail: support@opentext.com FTP: ftp://ftp.opentext.com For more information, visit http://www.opentext.com

Copyright by Open Text Corporation


Open Text Corporation is the owner of the trademarks Open Text, The Content Experts, Great Minds Working Together, Livelink, Livelink ECM, Livelink ECM-eDOCS, Livelink MeetingZone, MeetingZone, B2BScene, B2BScene.com, Client/Surfer, Collaboration, Creative Desktop, Further Faster, Hyperinnovation, Internet Anywhere ,Livelink IRIMS, IRIMS, IXOS, Livelink OnTime, OnTime, Livelink Remote Cache, Microstar, MyLivelink, O & Design, Odesta, Odesta Helix, Odesta Livelink, Open Text Intranet, Open Text Web Index, Personality +, Putting Knowledge To Work, Techlib, The Hyperlinked Organization, The Source For Business Knowledge, Worksmart, and World Of E among others. This list is not exhaustive. ACKNOWLEDGEMENTS SAP, R/3 and SAP ArchiveLink are registered trademarks of SAP AG. Adobe is a trademark of Adobe Systems Incorporated. Lotus and Lotus Notes are registered trademarks of Lotus Development Corporation. Domino is a trademark of Lotus Development Corporation. Microsoft and Microsoft SQL are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. Netscape and the Netscape N and Ship's Wheel logos are registered trademarks of Netscape Communications Corporation in the U.S. and other countries. Firefox is a registered trademark of the Mozilla Foundation. Sentry Spelling-Checker Engine Copyright 2000 Wintertree Software Inc. WordNet 2.0 Copyright 2003 by Princeton University. All rights reserved. Outside In Viewing Technology 1992-2002 Stellent Chicago, Inc. All rights reserved. Outside In HTML Export 2002 Stellent Chicago, Inc. All rights reserved. Portions of eDOCS DM are copyrighted by DataDirect Technologies, 1991-2002. All other products or company names are used for identification purposes only, and are trademarks of their respective owners. All rights reserved.

Table of Contents

1
1.1 1.2

Introduction ............................................................................... 5
Product documentation ............................................................................ 5 Contact information .................................................................................. 6

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2.1 2.2 2.3 2.4 2.5

Checking prerequisites............................................................. 9
Required knowledge ................................................................................ 9 Terms and definitions............................................................................... 9 SAP prerequisites .................................................................................... 9 Installation tool ....................................................................................... 10 Password control.................................................................................... 11

3
3.1 3.2 3.3 3.3.1 3.3.2 3.3.3 3.3.4 3.3.5 3.3.6 3.4 3.5 3.5.1 3.5.2 3.5.3 3.6 3.6.1 3.6.2 3.7 3.7.1 3.7.2 3.8 3.8.1 3.8.2 3.8.3

Installing Basis package......................................................... 13


Checking ZAUTHCUST structure .......................................................... 13 Installing package .................................................................................. 14 Configuring components ........................................................................ 16 Configuring rendition management........................................................ 16 Configuration for the Java Viewer or the Web Viewer ........................... 17 Setting number ranges........................................................................... 23 Defining authorizations .......................................................................... 24 Defining settings for logging................................................................... 24 Defining settings for optional sample projects ....................................... 24 Rendition management .......................................................................... 25 Forms Management ............................................................................... 26 General information................................................................................ 26 Installing Forms Management................................................................ 26 Authorizations ........................................................................................ 27 DesktopLink ........................................................................................... 27 General information................................................................................ 27 Authorizations ........................................................................................ 28 Imaging Integration ................................................................................ 28 General information................................................................................ 28 Checking Java version on clients........................................................... 28 DocuLink ................................................................................................ 29 General information................................................................................ 29 Authorizations ........................................................................................ 29 Testing the DocuLink installation ........................................................... 30

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4
4.1

Installing ERP option package................................................31


Installing package .................................................................................. 31

5
5.1

Installing CRM option package ...............................................33


Installing package .................................................................................. 33

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6.1 6.1.1 6.1.2 6.1.3 6.2 6.2.1

Upgrading.................................................................................35
Upgrading to Open Text Archiving and Document Access for SAP Solutions 9.6.2 ....................................................................................... 35 Delta upgrade from version 9.6.1 to 9.6.2 ............................................. 35 Exchange upgrade from version 9.5.2 to 9.6.2...................................... 37 Upgrade from versions prior to 9.6.1 or 9.5.2 ........................................ 38 Upgrading the SAP system.................................................................... 38 Exchange upgrades ............................................................................... 39

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7.1 7.2 7.3 7.4

Handling communication protocols .......................................41


Maintaining OLE application .................................................................. 41 Maintaining SAP ArchiveLink application .............................................. 43 Maintaining viewer components............................................................. 48 Assigning protocols to logical archives (content repositories) ............... 50

8 IDX

Troubleshooting ......................................................................53 Index .........................................................................................55

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Chapter 1

Introduction
Open Text Archiving and Document Access for SAP Solutions consists of the following software packages (for the current version numbers, check the latest Release Notes in the Open Text Knowledge Center):

Open Text SAP Basis package Open Text SAP ERP package (optional) Open Text SAP CRM package (optional) Enterprise Library Services package Open Text Imaging Clients package Livelink ECM Imaging: ExchangeLink (optional) Open Text Imaging NotesLink (optional)

1.1 Product documentation


You can find the product documentation as follows:

The product CD-ROM contains the documentation corresponding to the product and the version. Note: In case that the CD-ROM does not start automatically, please open the file index.htm and follow the navigation offered there.

The documentation of all products and all supported versions is available in the Expert Service Center or the Open Text Knowledge Center (see the Release Notes for details and links). In the ESC, open the product folder and click on Product Documentation. In the Knowledge Center, select the product below Supported by product, then the wished document category below <Product name> Documentation. Note: You can find the latest information on manuals and online help files for each product in the corresponding Release Notes. This includes the identification codes of the current documentation.

This document describes the installation and upgrade process in the SAP environment only, i.e. it includes the Open Text SAP Basis add-on package, the Open Text SAP ERP add-on package, and the Open Text SAP CRM add-on package.

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Chapter 1 Introduction

For information on the other packages, see the individual installation guides. For information on supported hardware and software platforms, check the Open Text Archiving and Document Access for SAP Solutions Release Notes. Important Note that there may be a more recent version of this installation guide in the Open Text Knowledge Center. Look there for the most up-to-date version.

1.2 Contact information


Open Text Online is a single point of access for the product information provided by Open Text. Depending on your role, you have access to different scopes of information (see below for details). You can access Open Text Online via the Internet at http://online.opentext.com/ or the support sites at http://support.opentext.com/. The following information and support sources can be accessed through Open Text Online: Knowledge Center Open Text's corporate extranet and primary site for technical support. It is the official source for:

Open Text products and modules. Documentation for all Open Text products. Open Text Developer Network (OTDN): developer documentation and programming samples for Open Text products. Patches for Open Text products.

The following role-specific information is available: Partners


Information on the Open Text Partner Program. Programs and support for registered partners.

Business Users

Tips, help files, and further information from Open Text staff and other users in one of the Open Text online communities

Administrators/developers

Downloads and patches Documentation Product information

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1.2

Contact information

Feedback on documentation

Discussions Product previews

If you have any comments, questions, or suggestions to improve our documentation, contact us by e-mail at documentation@opentext.com.

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Chapter 2

Checking prerequisites
2.1 Required knowledge
The following knowledge is required from the person dealing with the installation as described in this document:

In-depth knowledge of SAP administration tasks, in particular the SAP Add-On Installation Tool (SAINT). Basic knowledge of the employed operating system. Basic knowledge of the Enterprise Library Services.

2.2 Terms and definitions


When describing the installation, the following terms and definitions are used:
DPA OTEXxxx <SID> <MDT> /usr/sap/trans/EPS/in Name of the SAP system used by Open Text/IXOS Package with the ID xxx System ID of the SAP system used by the user Client into which the import will take place Package directory in the user's SAP system

2.3 SAP prerequisites


Check the following prerequisites prior to installation: SAP support packages Check the latest version of the Release Notes in the Open Text Knowledge Center for required support packages for the employed SAP system prior to installation! Transport system The SAP application transport system is installed, or in other words, the jobs RDDPUTPP and RDDIMPDP are set up in the correct clients (scheduled to run periodically or event-triggered).

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Chapter 2 Checking prerequisites

OSS notes Check the following OSS notes to avoid known problems with the SAP Add-On Installation Tool (SAINT):

SAP 7.00 - OSS note 822380 SAP 6.40 - OSS note 672652 SAP 6.20 - OSS note 484219 Installation information - OSS note 1267724 SAPCAR tool - OSS note 212876

Check the following OSS notes to avoid known problems related to the activation of the Business Configuration sets (BC sets):

OSS note 1015139 OSS note 1036876 OSS note 1274142

System upgrade When you have to upgrade your SAP system and you already installed Open Text Archiving and Document Access for SAP Solutions using packages, you have to use the upgrade packages. For more details, see Upgrading the SAP system on page 38. Note: The documentation is updated regularly; therefore, check for the latest version in the Open Text Knowledge Center.

2.4 Installation tool


Open Text Archiving and Document Access for SAP Solutions uses the SAP AddOn Installation Tool (SAINT) for installation. SAINT uses single PAT files (extension *.PAT) which integrate several transport files; these collections are also called packages. On the product CD, the single PAT files are archived in SAPCAR files (extension *.SAR) that can be extracted using the SAPCAR command line tool. The different SAPCAR files are located in a DATA folder below the respective package folder named as the package and SAP release (e.g. INST_BAS_620/DATA/OTEXBAS_INST_0961_620.SAR contains the archived PAT file to install the package for SAP basis release 6.20). Note: The handling of the installation procedure within SAINT differs depending on the SAP system used. For more details, see the respective SAP documentation.

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Password control

2.5 Password control


Every single installation package for Open Text Archiving and Document Access for SAP Solutions is protected with a specific password. During the installation, this password is requested by SAINT. For more details, see the following table: Table 2-1: Installation packages and passwords
Package OTEXBAS Release 0962_620 0962_640 0962_700 OTEXERP 0962_470 0962_500 0962_600 OTEXCRM 0962_400 0962_500 0962_600 Designation Open Text Archiving and Document Access for SAP Solutions Basic Component 9.6.2 Open Text Archiving and Document Access for SAP Solutions Basic Component 9.6.2 Open Text Archiving and Document Access for SAP Solutions Basic Component 9.6.2 Open Text Archiving and Document Access for SAP Solutions ERP Component 9.6.2 Open Text Archiving and Document Access for SAP Solutions ERP Component 9.6.2 Open Text Archiving and Document Access for SAP Solutions ERP Component 9.6.2 Open Text Archiving and Document Access for SAP Solutions CRM Component 9.6.2 Open Text Archiving and Document Access for SAP Solutions CRM Component 9.6.2 Open Text Archiving and Document Access for SAP Solutions CRM Component 9.6.2 Password 27F58052CC 24F58052CC 25F58052CC 27F29351CC 24F29351CC 25F29351CC 27F4934CCC 25F4934CCC 22F4934CCC

A possible delta upgrade (i.e. an upgrade from version 9.6.1 to version 9.6.2 while keeping the same SAP release) is also performed with SAINT. Every single upgrade package is protected with a specific password. During the upgrade, this password is requested by SAINT. For more details, see the following table: Table 2-2: Upgrade packages and passwords
Package OTEXBAS Release 0962_620 0962_640 0962_700 Designation Open Text Livelink for SAP Solution Basic Component 9.6.2 Open Text Livelink for SAP Solution Basic Component 9.6.2 Open Text Livelink for SAP Solution Basic Component 9.6.2 Password 27F58052CB 24F58052CB 25F58052CB

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Package OTEXERP

Release 0962_470 0962_500 0962_600

Designation Open Text Livelink for SAP Solution ERP Component 9.6.2 Open Text Livelink for SAP Solution ERP Component 9.6.2 Open Text Livelink for SAP Solution ERP Component 9.6.2 Open Text Livelink for SAP Solution CRM Component 9.6.2 Open Text Livelink for SAP Solution CRM Component 9.6.2

Password 27F29351CB 24F29351CB 25F29351CB 27F4934CCB 25F4934CCB

OTEXCRM

0962_400 0962_500

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Chapter 3

Installing Basis package


This chapter describes the installation of the Basis package of the Open Text Archiving and Document Access for SAP Solutions on an SAP application server. Read also the chapter Checking prerequisites on page 9 with general information on installation in an SAP environment. The Basis package contains several basic functions that are required by other components of the Open Text Archiving and Document Access for SAP Solutions:

Basic components Rendition management Forms management DesktopLink Imaging integration Migration management DocuLink Tip: The Basis package also includes the Open Text Licence Report function that is described in more detail in the Open Text DocuLink for SAP Solutions 9.6.2 - Customizing and Administration Guide (DC-CGD).

3.1 Checking ZAUTHCUST structure


An existing ZAUTHCUST structure is an important prerequisite for a proper installation. Important Carry out the following check to avoid subsequent errors during installation. To check the ZAUTHCUST structure: 1. Log on to your SAP system (possibly test system) as a user with administrator rights.

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2. 3. 4. 5.

Execute the SE11 transaction. Click Data type and enter the data type ZAUTHCUST. Click Display. If you now see the structure definition, you can continue with the installation. However, if a warning or error message appears in the status line and no table appears, you must first set up the structure as follows: a. b. c. Re-enter the data type ZAUTHCUST in the same transaction and click the Create button. Choose Structure in the dialog box and click the Next button. Enter the following short text:
Authorization fields for Customers

d. Select the Components folder. e. f. g. Enter DUMMYF as the component and DUMMY as the component type. Save this as a local object or add it to an existing development class. Activate the structure.

3.2 Installing package


The basic components are installed with the Basis package. To install Basis package: 1. Copy the respective SAPCAR file (*.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.e. the parent folder of the DIR_EPS_ROOT folder).
File OTEXBAS_*_*_*.SAR Source path INST_BAS_<Release>\DATA\ Target path /usr/sap/trans

2.

Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command:
SAPCAR xvf <name of SAPCAR file>

The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file. 3. 4. Carry out import of package as described in the respective SAP documentation. After import has been finished, continue with the activation of the BC sets.

For every client, the Business Customizing Sets (BC Sets) must be activated after installation.

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3.2

Installing package

To activate BC sets: 1. Execute the SCPR20 transaction. The Business Customizing Set screen appears 2. Activate the BC Sets in the following sequence:

/OTEXBAS/BASIS_ARCHIVING_1 /OTEXBAS/DOCULINK_ALL962 /OTEXBAS/VIEWER_CUSTOMIZING

Note: For more details, see the SAP documentation. 3. If you experience errors during BC Set activation, repeat the respective activation procedure up to 3 times.

For every client, the default project $GARMISCH is required by DocuLink. To create the DocuLink project $GARMISCH initially: 1. 2. Execute the J6NA transaction. Execute the item Initial creation of project $GARMISCH. The start screen of the /IXOS/DC_A_CREATE_GARMISCH report is displayed. 3. To actually create the DocuLink project $GARMISCH on your client, select the checkbox Create $GARMISCH. Execute the report by pressing the F8 function key. The program confirms the execution with a message Project $GARMISCH created. 4. Exit the report and the J6NA transaction and execute the J6NP transaction. In the list of the existing DocuLink projects, the project $GARMISCH is listed. Note: This DocuLink project $GARMISCH may not be modified manually. It must either be created with the initial report or imported by a transport. To export the DocuLink project $GARMISCH from your customizing client: 1. Execute the J6NP transaction. The DocuLink: Customizing: Project Overview dialog is displayed. 2. 3. Click on the $GARMISCH item to position the cursor on this DocuLink project. Click the icon or press SHIFT-F6.

The Transport version(s) dialog is displayed. 4. Keep the settings as they are and click the Continue button or press ENTER.

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You are prompted to select a transport request. 5. 6. Create a customizing request and click the Continue button or press ENTER. After the transport request was created, you may leave the J6NP transaction and follow the standard procedure as described by SAP to release a customizing transport request.

Regarding the export of DocuLink projects as customizing transport requests, refer also to the chapters Section 8.3.1 "Standard functions in the tab view" in Open Text DocuLink for SAP Solutions 9.6.2 - Customizing and Administration Guide (DC-CGD) and Section 9.2 "The versions" in Open Text DocuLink for SAP Solutions 9.6.2 Customizing and Administration Guide (DC-CGD). Important The customizing tables which contain the content of the DocuLink project customizing are flagged with Log data changes, i.e. you may use the SCU3 (table history) transaction to track any changes in the DocuLink project customizing.

3.3 Configuring components


3.3.1 Configuring rendition management
After successful installation of the Basis package, you may configure the Rendition Services API. To configure Rendition Services API: 1. Execute the SM30 transaction to maintain the tables /IXOS/RSA_T_CONF and /IXOS/RSA_T_RENS (see Open Text Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS-EN)). Note: The following steps are only required when rendition management shall be used within DocuLink. 2. Execute the SM30 transaction to maintain the table /IXOS/RSA_T_TAFO containing the target formats used in the Rendition Task Profiles (table IXOS/RSA_T_CONF). The following value pairs are valid:
Document class PDF TIF TXT MIME type of a Web object application/pdf image/tiff text/plain

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Configuring components

3.

Execute the DocuLink administration transaction J6NA to maintain the tables /IXOS/RSA_T_CONF and /IXOS/RSA_T_RENS.

3.3.2 Configuration for the Java Viewer or the Web Viewer


New: The customizing procedure with the /ixos/oa_cust table has been superseded by the parameters defined in the new /ixos/oa_cust_a table. By default, documents that are opened from within the SAP GUI are displayed in the SAP viewer, or, if it is installed, in Windows Viewer. Compared to the SAP viewer, Windows Viewer offers additional functionality to edit documents, however, it requires an additional client installation. If you would like to take advantage of additional viewer functionality without an additional installation process, you can use the Java Viewer or the Web Viewer. To do so, you may configure the viewer integration on the SAP server in a way that the required viewer will be used. To maintain the imaging integration: Activate the user exit to use a different viewer than the standard SAP viewer: a. b. Execute the SE16 transaction and open the TOAEX table. Create a new entry with these values: EXIT_ID = OA_OBJECTDISPLAY_01 ACTIVE = X EXIT_FUB = /IXOS/OA_X_OA_OBJECTDISPLAY_01 After installation, the viewer components must be configured and customized using the following tables:

/ixos/oa_cust_a

General settings, default values used

/ixos/oa_doctype

Document classes and their viewer types (if not defined, the default viewer for ArchiveLink documents will be used)

/ixos/oa_locales

Languages used (optional, for Web Viewer only)

/ixos/oa_iprange

IP settings used to optimize network performance (optional, for Web Viewer only)

/ixos/oa_cust3 Force MimeType settings to display documents

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To configure the external viewer: 1. Execute the SM30 transaction and open the /ixos/oa_cust_a table.

2.

Define the following settings: Path and Script/appl For the Web Viewer only: Storage location of the viewer script. By default this is:
/cgi-bin/JAVAVW/ixosjv.pl

For the Web Viewer 9.6 only: By default the value is: WebViewer Use Java-/Webviewer Possible values: No No external viewer is used. Yes, if winviewer is not installed locally The external viewer specified in the Type of Viewer field is used if the Windows Viewer is not installed locally.

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Yes, if SET/GET parameter /IXOS/OA_JV = X User-specific configuration; if the SET/GET parameter /IXOS/OA_JV = X (defined in the user profile), the external viewer specified in the Type of Viewer field is used. Yes The external viewer specified in the Type of Viewer field is always used. Type of Viewer Possible values: Java Viewer Java Viewer Web Viewer Web Viewer Disable Caching Specifies whether the information on the cache server stored in ArchiveLink Cache Customizing is used when generating the URL. Disable Applet Inpl. For the Java Viewer only: Specifies whether the Java Viewer is started in its own browser window. The height and width of this window can be defined using the subsequent Viewer window width and Viewer window heigth parameters. Use cached build For the Java Viewer only: Specifies whether the Java Viewer with a specific build number is used. You can find the build number in the w3vw.cab file on the Archive and Storage Services, in the <IXOS_ROOT>\w3\htdocs\JAVAVW directory). Open the IXOS_JavaViewer.osd file which is included in it. The build number is located in the fifth row, within the VERSION tags, e.g. <VERSION>5,2,2003,116</VERSION>. Use https If activated, the secure HTTPS protocol is used when the script is run. 3. If you selected the Web Viewer option above in the Type of Viewer field, you can specify the following additional parameters for default settings: Don't show Thumbs Deactivates the default display of thumbnails. Don't show Header Deactivates the default display of the header line. Show Notes Activates the default display of document notes. Open in curr. Window Stops Web Viewer from opening a new browser window; viewer uses current window instead.

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Authority Check Activates evaluation of authorization object J_6NV_WEBV which defines rules for accessing and processing documents. 4. Note: The following step describes the former customizing procedure with the /ixos/oa_cust table. Note that the above procedure substitutes the use of the /ixos/oa_cust table. If documents are stored in a logical archive on an archive server where Java Viewer or Web Viewer is not installed, you can specify a different server to start the viewer from in the /ixos/oa_cust table. a. b. Execute the SE16 transaction and open the /ixos/oa_cust table. Define the following parameters: ARCHIV_ID ID of the logical archive for which the settings are defined HTTP_SERV Name of the HTTP server on which the viewer is installed. Use the syntax:
<server name>:<port>

For the Web Viewer only: Enter the port for Tomcat. SCRIPT For the Web Viewer only: Storage location of the viewer script. By default this is: <IXOS_ROOT>/w3/cgi-bin/JAVAVW/ixosjv.pl For the Web Viewer 9.6 only: By default the value is: WebViewer c. By default, the current SAP user is inserted in the URL when the viewer is started. You can deactivate this setting; however, as a result you can not create notes to a document in the Web Viewer. For the Java Viewer, the operating system user is inserted in this case, and notes can still be created. To deactivate the insertion of the user parameter in the URL, select the DISABLE_USER option in the /ixos/oa_cust table. To configure the document classes: 1. 2. Execute the SM30 transaction and open the /ixos/oa_doctype table. Define the following settings: Type Enter the document extension without leading dot, e.g. JPG for JPEG image documents.

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Configuring components

Viewer Type Enter the viewer type which will be used to display a specific type of document. The available values are Java Viewer or Web Viewer. Important Only document types maintained in the table /IXOS/OA_DOCTYPE are opened with the JavaViewer or the Web Viewer; for all other documents, the default viewer for ArchiveLink documents will be used. Document By default the following document and viewer type combinations are maintained (after activation of BC set /OTEXBAS/VIEWER_CUSTOMIZING):
Document ALF ASCII FAX GIF JPEG JPG OTF PDF TIF TIFF x x Java Viewer x x x x x x x Web Viewer x x x x x x x x x x

To configure the viewer languages: 1. Execute the SM30 transaction and open the /ixos/oa_locales table.

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2.

Select the required language for the viewer. Note: This setting does only apply to the Web Viewer components and does not influence the standard locale set for SAP.

3.

To create an entry, click the New Entries button and specify the parameters for the new element.

In order to optimize the network performance, you can assign specific IP address ranges of a repository to a specific server. If the IP address of a client is within this specific range, then the Web viewer from the local server specified in the fields Servername:Port and Path and Script/appl is used to view documents. To assign IP ranges: 1. Execute the SM30 transaction and open the /ixos/oa_iprange table.

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2. 3.

Specify the content repository and the range of the IP addresses. Specify the server and the required script in the Servername:Port field and the Path and Script/appl field respectively.

To configure the Force MimeType settings to display documents: 1. 2. Execute the SE16 transaction and open the /ixos/oa_cust3 table. Define the following parameters: AR_OBJECT Document type for which the settings are defined. FORCEMIMETYPE Mime type which should be used on a client to display documents for the corresponding document type. The mime type settings (e.g. app/LLVIEW ) have to be specified in the client registry.
[HKEY_CLASSES_ROOT\MIME\Database\Content Type\app/LLVIEW] ''extension''=''.fax''

An example for the client registry setting could be:

3.3.3 Setting number ranges


For the number range objects /IXOS/DCLO and /IXOS/DC_K, the number range interval 01 must be set by an authorized user. To set /IXOS/DC_K: Note: A number range for this object is only necessary if archiving is performed to tables which contain the document ID in the key. 1. 2. Execute the SNRO transaction. Enter /IXOS/DC_K as object.

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3. 4. 5. 6.

Click the Number ranges button. Click the Change intervals button. Click the Insert interval button. Modify the interval 01: From number = 1, To number = 9999999999.

7.

Save your changes.

To set /IXOS/DCLO: Note: The number range for the /IXOS/DCLO object is only necessary if the protocol feature is activated for the attribute objects.
01:

Repeat the procedure as described for the /IXOS/DC_K object, using the interval

From number = 1, To number = 9999.

3.3.4 Defining authorizations


You must set up authorizations and assign them to users. Some authorization profiles are also supplied by the following components of Open Text Archiving and Document Access for SAP Solutions:

Forms Management see Authorizations on page 27 for details DesktopLink see Authorizations on page 28 for details DocuLink see Authorizations on page 29 for details Tip: For an overview of authorization maintenance, see Section 9.3 "Authorizations in SAP applications" in Open Text Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

3.3.5 Defining settings for logging


To use the user action log, you must set the number range /IXOS/DCLO as described in Setting number ranges on page 23. For details on the user action log see Open Text DocuLink for SAP Solutions 9.6.2 Customizing and Administration Guide (DC-CGD).

3.3.6 Defining settings for optional sample projects


Optional DocuLink sample projects are available as downloads; for more details, see Section 2.6 "Sample projects overview" in Open Text DocuLink for SAP Solutions 9.6.2

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3.4

Rendition management

- Customizing and Administration Guide (DC-CGD). If you want to use these projects, you must define a number of additional settings in the SAP application.

If you want to test the authorization check on data selection in the sample project Linked objects then you must also assign the users the profile J_6NB_PROF supplied with the sample project. In order to archive documents for customers within the document flow SD, the archive must be set correctly in OAC3 transaction for the link J_6NGDKOR (object type)/J_6NGDKORR (document type). Note: Each customer has its own logical archive. Since we are not familiar with these archives, we supply our own archive name DU set as the default.

In order to archive documents for customers in the sample project Linked objects, the archive must be set correctly in OAC3 transaction for the link J_6NG_CUST/J_6NG_CUST. Note: Each customer has its own logical archive. Since we are not familiar with these archives, we supply our own archive name DU set as the default.

Some number range intervals are required for the sample projects; use the SNRO transaction to maintain them:

For $EX_LINK (Linked objects) and $EX_FOLDER (Folder demo (recurrent structure)) maintain interval 01 for the number range J_6NG_DIV. Enter 1000 as the starting number. For $EX_CMDEMO (Demo CM document model) maintain the same number range J_6NG_DIV, but with a different interval and distinct values, e.g. interval 02 from 1000000001 - 2000000000 if the interval 01 from 1000 1000000000 was used for $EX_LINK.

3.4 Rendition management


The rendition management consists of the Open Text Rendition Services API (also referred to as Rendition Server API) and two DocuLink monitoring projects called RSUMONITOR and RS_TRFC_ST. Both monitoring projects may be downloaded from the Open Text Knowledge Center. The Rendition Server API is a prerequisite for Livelink ECM Imaging: DesktopLink and is also required when document processing/output utilizing the Open Text Rendition Services shall be used in DocuLink. The optional DocuLink monitoring projects called RSUMONITOR and RS_TRFC_ST are utilities to review the logs of document renditions processed by the Rendition Server API. RS_TRFC_ST is used for the display of the My job overview feature within DocuLink. Notes:

Rendition management also requires the installation of Open Text Rendition Services as described in the Open Text Rendition Services Installation and Administration Guide (RS-IGD).

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Installation of the monitoring project is not mandatory for rendition management. It is intended as a help for the rendition log administration.

After installation, you have to configure the rendition management. For details, see Configuring rendition management on page 16.

3.5 Forms Management


3.5.1 General information
The following SAP partner name spaces are used:

J8AF* J_8AF* J_8AS* /IXOS/FM

Message class is 81.

3.5.2 Installing Forms Management


Forms for forms overlay can also be maintained in a Open Text TCP Context Server. This requires additional preparation. To install Forms Management: 1. 2. 3. Perform the basis package installation with SAINT tool (see Installing package on page 14). Install the Business Application Integration (BAI) on the server for Open Text TCP Context Server. Import the mapping configuration for Forms Management for Open Text TCP Context Server in Open Text TCP Modeler. a. b. Start Open Text TCP Modeler. Activate the BAI plug-in: i. Go to the menu, select Tools - Options and click the Plug-Ins tab. Mark the TCP Mapping Tool check box in the list of available plug-ins.

ii. Restart Open Text TCP Modeler. Now, the Mapping Configuration node appears in the navigation area. c. Right-click the Mapping Configuration node in the navigation area.

d. Select the Import Configuration command from the context menu. e. Enter the path and file name of the mapping configuration file located on the Open Text Archiving and Document Access for SAP Solutions CD:

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DesktopLink

Livelink SAP Common Package\Forms Management\DocModeler\sap_OverlayForm.ixbxml

4.

Perform the required customizing steps described in Section 19 "Livelink Forms Management" in Open Text Archiving and Document Access for SAP Solutions Scenario Guide (ER-CCS).

3.5.3 Authorizations
Authorization profiles have to be assigned to users who are working with Forms Management (see Section 19.2 "Rights for Livelink Forms Management" in Open Text Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS) for details). Example:

Profile J_8AFM_ALL: Possesses all authorizations. Tip: For an overview of authorization maintenance, see Section 9.3 "Authorizations in SAP applications" in Open Text Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

3.6 DesktopLink
In addition to the installation, you must perform the Open Text Imaging Clients installation on a client in order to work with Livelink ECM Imaging: DesktopLink.

3.6.1 General information


Used SAP partner name spaces The following SAP partner name spaces are used:

J8AM* J_8AM* J_8AS* J8A3* J_8A3* /IXOS/DL* /IXOS/RS*

Message class is 81. Special authorizations If you are using an SAP GUI 6.20 or higher, you require an additional authorization for the J8A8 transaction for DesktopLink 9.6.0. This is due to the new SAP shortcut technique implemented in these versions to support the new SAP GUI versions.

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3.6.2 Authorizations
Authorization profiles have to be assigned to users who are working with DesktopLink (see see Section 15.1.6.2 "Authorizations" in Open Text Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS) for details). Examples:

Profile J_8AM_ALL: Authorizes the user to archive all object types. Profile J_8AM_ADM: Authorizes all utilization and customizing rights, including converting document formats and assigning target document classes. Tip: For an overview of authorization maintenance, see Section 9.3 "Authorizations in SAP applications" in Open Text Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

3.7 Imaging Integration


3.7.1 General information
The Livelink Imaging Integration with SAP contains the integration of Livelink ECM Imaging: Java Viewer and Livelink ECM Imaging: Web Viewer with SAP and RFC functions that allow generic calls of SAP functions from Preindexing in Open Text Imaging Enterprise Scan. Notes:

See the compatibility matrix in the ESC to find out which versions of Open Text Imaging Enterprise Scan allow calls of SAP functions. Implementation of calls of SAP functions during Preindexing in Open Text Imaging Enterprise Scan requires support from your Open Text consultant.

3.7.2 Checking Java version on clients


The Java Viewer requires Java 1.4. In order to check whether this Java version is installed on the individual clients, you can add a small applet that checks the Java version on the client and displays an error message if the supported version is not found. The applet may, however, impair performance and is thus not activated by default. To enable checking, you need to remove the comment tags for the following lines in the Java Viewer script file ixosjv.pl:

<BODY> <!--

<APPLET CODEBASE = "/JAVAVW" CODE = "ixos.viewer.jvmchecker.JVMCheckerApplet" WIDTH = 1 HEIGHT = 1

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DocuLink

-->

HSPACE = 0 VSPACE = 0 ALIGN = Middle ></APPLET>

Note: If no Java version is available on the client, the applet will not work.

3.8 DocuLink
As part of the Basis package installation, the component Open Text DocuLink for SAP Solutions (short: DocuLink) is installed as well. Read also the chapter Checking prerequisites on page 9 with general information on installation in an SAP environment.

3.8.1 General information


The following SAP partner name spaces are used:

/IXOS/ J6N*

3.8.2 Authorizations
Some authorization profiles are also supplied by DocuLink which you can use as a basis to set up profiles (see Section 24 "Authorizations" in Open Text DocuLink for SAP Solutions 9.6.2 - Customizing and Administration Guide (DC-CGD) for details). Examples:

Profile J_6NG_MIN: Minimum profile for entry to DocuLink (without projects). Profile J_6NG_CREA: Display and create authorization for all projects. Profile J_6NG_ALL: Possesses all authorizations; suitable for testing DocuLink.

To modify authorizations: 1. 2. 3. Execute either the SU02 or PFCG (Profile Generator) transaction to modify the authorizations. Each user must be assigned the minimum profile J_6NG_MIN as otherwise nothing will be visible when the user attempts to call DocuLink! Enter a user to test the general authorization J_6NG_ALL. This user can then test all functions to ensure that they work and thus ensure that installation has been completed successfully. After assigning authorizations, do not forget to log on to the SAP application system again.

4.

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Tip: For an overview of authorization maintenance, see Section 9.3 "Authorizations in SAP applications" in Open Text Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

3.8.3 Testing the DocuLink installation


After the DocuLink installation has been completed, you can test the installation with the J6NY or the J6NP transaction in a SAP GUI in the client <MDT>. If it is not possible to execute the transaction, reset all buffers using the /$SYNC or /$TAB transaction . Note: This action is not recommended during live operation of the system. Then repeat the installation. To check the installation: 1. 2. Execute the J6NY transaction in a SAP GUI in the client <MDT>. Double-click a project in the J6NY transaction; the appropriate view(s) should appear. Note: This is only possible if you have imported the supplied DocuLink sample projects. We recommend that you complete this optional import of the sample projects for testing purposes. If no error message appears, the installation was successful. However, if you receive the error message (OL 808)
The object with the runtime number '0' is not defined

the supplied object types could not be generated. In this case, perform the following procedure. To generate object types: 1. 2. 3. 4. 5. 6. Execute the SE80 transaction. Enter J6NG as the development class. Click the Display button. Open the Business Engineering folder. Open the Business object types folder. For each of the listed object types: a. b. Double-click the object type. Click Generate. (No success message appears.)

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Chapter 4

Installing ERP option package


In addition to the Basis package, you may install the optional ERP package on ERP systems. The ERP package contains ERP-specific coding of the Open Text Archiving and Document Access for SAP Solutions.

4.1 Installing package


To install ERP package: 1. Copy the respective SAPCAR file (*.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.e. the parent folder of the DIR_EPS_ROOT folder).
File OTEXERP_*_*_*.SAR Source path INST_ERP_<Release>\DATA\ Target path /usr/sap/trans

2.

Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command:
SAPCAR xvf <name of SAPCAR file>

The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file. 3. Carry out import of package as described in the respective SAP documentation. Note: The optional ERP package does not contain any Business Customizing Sets (BC Sets).

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Chapter 5

Installing CRM option package


In addition to the Basis package, you may install the optional CRM package on CRM systems. The CRM package contains coding to support the CM hierarchy link range CRM in DocuLink and CRM-specific coding for the CIC integration as described in the Open Text Archiving and Document Access for SAP Solutions - Scenario Guide (ERCCS).

5.1 Installing package


To install CRM package: 1. Copy the respective SAPCAR file (*.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.e. the parent folder of the DIR_EPS_ROOT folder).
File OTEXCRM_*_*_*.SAR Source path INST_CRM_<Release>\DATA\ Target path /usr/sap/trans

2.

Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command:
SAPCAR xvf <name of SAPCAR file>

The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file. 3. Carry out import of package as described in the respective SAP documentation. Note: The optional ERP package does not contain any Business Customizing Sets (BC Sets).

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Chapter 6

Upgrading
Depending on your current system configuration, you may perform one of the following:

Upgrading to Open Text Archiving and Document Access for SAP Solutions 9.6.2 on page 35 Upgrading the SAP system on page 38

In both cases, Open Text provides special upgrade packages.

6.1 Upgrading to Open Text Archiving and Document Access for SAP Solutions 9.6.2
Upgrading to Open Text Archiving and Document Access for SAP Solutions 9.6.2 is only possible on the following paths:

Delta upgrade from version 9.6.1 to 9.6.2 on page 35 Exchange upgrade from version 9.5.2 to 9.6.2 on page 37

The direct upgrade from versions prior to 9.6.1 or 9.5.2 is not possible; for details see Upgrade from versions prior to 9.6.1 or 9.5.2 on page 38.

6.1.1 Delta upgrade from version 9.6.1 to 9.6.2


The upgrade from Livelink ECM Suite for SAP Solutions 9.6.1 to Open Text Archiving and Document Access for SAP Solutions 9.6.2 is called a delta upgrade, because the version of Open Texts Add-On package changes while the SAP release remains unchanged. There are specific Open Text Archiving and Document Access for SAP Solutions delta upgrade packages. The following delta upgrades are supported:

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Table 6-1: Delta upgrades


Previous add-on release OTEXBAS 0961_620 OTEXBAS 0961_640 OTEXBAS 0961_700 OTEXERP 0961_470 OTEXERP 0961_500 OTEXERP 0961_600 OTEXCRM 0961_400 OTEXCRM 0961_500 Upgrade package required OTEXBAS_DELT_0962_620.SAR OTEXBAS_DELT_0962_640.SAR OTEXBAS_DELT_0962_700.SAR OTEXERP_DELT_0962_470.SAR OTEXERP_DELT_0962_500.SAR OTEXERP_DELT_0962_600.SAR OTEXCRM_DELT_0962_400.SAR OTEXCRM_DELT_0962_500.SAR

Tip: Use the SAINT transaction to get an overview of the add-ons installed on your SAP system. To perform a delta upgrade procedure: 1. 2. Select the appropriate upgrade package from the table Delta upgrades on page 36. Copy the required SAPCAR files (*.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.e. the parent folder of the DIR_EPS_ROOT folder).
File OTEX*_DELT_*_*.SAR Source path DELT_*_<Release>\DATA\ Target path /usr/sap/trans

3.

Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command:
SAPCAR xvf <name of SAPCAR file>

The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file. 4. Carry out import of package as described in the respective SAP documentation. After the upgrade, most of the customizing and configuration will not change. 5. For activation of BC sets of OTEXBAS, check the following:

/OTEXBAS/BASIS_ARCHIVING_1

Needs not to be activated if the BC set with the same name has already been activated for version 9.6.1.

/OTEXBAS/DOCULINK_ALL962

Must be activated to populate missing entries in table /IXOS/DC_TATABLE.

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Upgrading to Open Text Archiving and Document Access for SAP Solutions 9.6.2

/OTEXBAS/VIEWER_CUSTOMIZING

Needs not to be activated if you already have done viewer customizing for the previous version; see for more details. Tip: If you want to use additional features after upgrading to 9.6.2 (i.e. features not used in version 9.6.1), refer to Configuring components on page 16 for details.

6.1.2 Exchange upgrade from version 9.5.2 to 9.6.2


As a special option, the upgrade from Livelink ECM Suite for SAP Solutions 9.5.2 to Open Text Archiving and Document Access for SAP Solutions 9.6.2 is possible. As version 9.5.2 is only running on SAP R/3 4.6C, the upgrade to 9.6.2 can only be performed in conjunction with an upgrade of the SAP system to a higher release. The only path supported is an upgrade from SAP R/3 4.6C to SAP ERP 6.0. This is done by using the so-called exchange upgrade packages during the upgrade of the SAP system. Table 6-2: Exchange upgrades
Upgrade from Livelink ECM Suite for SAP Solutions 9.5.2 on SAP R/3 4.6C Upgrade to Open Text Archiving and Document Access for SAP Solutions 9.6.2 on SAP ECC 6.0 SAP ERP 6.0 Upgrade package required OTEXBAS_UPGR_0962_700.SAR OTEXERP_UPGR_0962_600.SAR

Disclaimer When you upgrade an SAP release (R/3, ERP, CRM) to a higher release, the system automatically recognizes that an SAP add-on is installed and requests the respective upgrade package. This way the standard SAP upgrade procedure also updates the Open Text Archiving and Document Access for SAP Solutions add-ons to the relevant version.

Caution
If you import an upgrade into an SAP system with Livelink ECM Suite for SAP Solutions and the data of the respective upgrade packages is not read (upgrade phase IS_SELECT), the Open Text Archiving and Document Access for SAP Solutions add-on (i.e. OTEXBAS, OTEXERP, OTEXCRM) will no longer work after the upgrade procedure. Since the status of the system is then inconsistent, Open Text can no longer accept any liability.

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To perform an exchange upgrade procedure: 1. 2. Select the appropriate upgrade package from the table Exchange upgrades on page 37. Copy the required SAPCAR files (*.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.e. the parent folder of the DIR_EPS_ROOT folder).
File OTEX*_UPGR_*_*.SAR Source path UPGR_*_<Release>\DATA\ Target path /usr/sap/trans

3.

Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command:
SAPCAR xvf <name of SAPCAR file>

The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file. 4. Follow the standard SAP system upgrade instructions. During upgrade phase IS_SELECT, select the upgrade type for the installed add-ons Upgrade with SAINT Package (applies to OTEXBAS, OTEXERP, OTEXCRM packages). Note: No passwords are required for the upgrade packages. 5. After the upgrade, no activation of BC sets is necessary.

6.1.3 Upgrade from versions prior to 9.6.1 or 9.5.2


There is no direct upgrade from older SAP solution versions prior to Livelink ECM Suite for SAP Solutions 9.6.1 or 9.5.2. If an older version of DocuLink, DesktopLink or Livelink ECM Suite for SAP Solutions is already installed on your SAP system, you have to follow an upgrade path which leads you either to version 9.6.1 or to version 9.5.2 before further upgrade to 9.6.2. Depending from which original version you start, there may be SAP system upgrades required. Note: Contact your Open Text consultant for planning your individual upgrade strategy.

6.2 Upgrading the SAP system


Disclaimer When you upgrade an SAP release (R/3, ERP, CRM) to a higher release, the system automatically recognizes that an SAP add-on is installed and requests the respective upgrade package. This way the standard SAP upgrade procedure also updates the Open Text Archiving and Document Access for SAP Solutions add-ons to the relevant version.

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6.2

Upgrading the SAP system

Caution
If you import an upgrade into an SAP system with Livelink ECM Suite for SAP Solutions and the data of the respective upgrade packages is not read (upgrade phase IS_SELECT), the Open Text Archiving and Document Access for SAP Solutions add-on (i.e. OTEXBAS, OTEXERP, OTEXCRM) will no longer work after the upgrade procedure. Since the status of the system is then inconsistent, Open Text can no longer accept any liability.

6.2.1 Exchange upgrades


When you have to upgrade your SAP system where Open Text Archiving and Document Access for SAP Solutions (ADA) 9.6.2 is already installed, you must use the specific Open Text Archiving and Document Access for SAP Solutions exchange upgrade packages during the upgrade of the SAP system. Note: Contact your Open Text consultant for planning your individual upgrade strategy. The following exchange upgrades are supported: Table 6-3: Exchange upgrades for SAP system
Upgrade from ADA 9.6.2 on SAP R/3 Enterprise 4.7 SAP ECC 5.0 SAP ERP 2004 SAP CRM 4.0 SAP CRM 4.0 SAP CRM 5.0 Upgrade to SAP ECC 6.0 SAP ERP 6.0 SAP ECC 6.0 SAP ERP 6.0 SAP CRM 5.0 SAP CRM 2007 SAP CRM 2007 Upgrade package required OTEXBAS_UPGR_0962_700.SAR OTEXERP_UPGR_0962_600.SAR OTEXBAS_UPGR_0962_700.SAR OTEXERP_UPGR_0962_600.SAR OTEXBAS_UPGR_0962_700.SAR OTEXCRM_UPGR_0962_500.SAR OTEXBAS_UPGR_0962_700.SAR OTEXCRM_UPGR_0962_600.SAR OTEXBAS_UPGR_0962_700.SAR OTEXCRM_UPGR_0962_600.SAR

To perform an exchange upgrade procedure: 1. 2. Select the appropriate upgrade packages from the table Exchange upgrades for SAP system on page 39. Copy the required SAPCAR files (*.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.e. the parent folder of the DIR_EPS_ROOT folder).
File OTEX*_UPGR_*_*.SAR Source path UPGR_*_<Release>\DATA\ Target path /usr/sap/trans

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3.

Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command:
SAPCAR xvf <name of SAPCAR file>

The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file. 4. Follow the standard SAP system upgrade instructions. During upgrade phase IS_SELECT, select the upgrade type for the installed add-ons Upgrade with SAINT Package (applies to OTEXBAS, OTEXERP, OTEXCRM packages). Note: No passwords are required for the upgrade packages. 5. After the upgrade, no activation of BC sets is necessary.

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Chapter 7

Handling communication protocols


Communication protocols define the way a document class is handled in SAP applications. A protocol is assigned to an archive (content repository, storage system). This ensures that all documents of a document class held in the same archive (content repository) are handled in the same way. Tip: For more information on protocols, see Section 21.1.1.1 "Communication protocols in SAP applications" in Open Text Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS). This chapter describes the handling of the ArchiveLink communication protocols on an SAP application server. You have to perform a manual configuration of the two main protocols IX_OLEU1 and IX_HTTP2.

7.1 Maintaining OLE application


The OLE applications for Livelink Archive Windows Viewer (ALVIEWER.APP) and Livelink Imaging: Enterprise Scan (IXOS.IXSCAN.SC2SAP) have to be modified or created if they do not exist yet. To modify or create OLE applications: 1. 2. 3. Execute the SOLE transaction and go to change mode. Check if OLE applications ALVIEWER.APP and IXOS.IXSCAN.SC2SAP exist. Create or check the Livelink Archive Windows Viewer application using the following values: OLE application ALVIEWER.APP CLSID {30446849-11E3-11D0-9D4E-0020AFC0E4C0} Type Info key NO_TYPELIB

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4.

Click

The ClassId (CLSID) is registered for the Livelink ECM Imaging: Windows Viewer application. 5. 6. Execute the SOLE transaction and go to change mode. Create or check the Open Text Imaging Enterprise Scan application using the following values: OLE application IXOS.IXSCAN.SC2SAP Version number 3.5 CLSID {51F3EF73-DB09-11CF-8B31-0020AFF270C3} Type Info key NO_TYPELIB

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Maintaining SAP ArchiveLink application

7.

Click

The ClassId (CLSID) is registered for the Open Text Imaging Enterprise Scan application.

7.2 Maintaining SAP ArchiveLink application


If the ArchiveLink applications do not already exist, you have to create them manually. The following ArchiveLink applications must be present:

IXSCAN IXVIEWER IXVIEWERURL IXVIEWERURLOA

To modify or create ArchiveLink application: 1. Execute the OAA4 transaction (ArchiveLink Application Maintenance). If not already listed, create the ArchiveLink applications listed above (IXSCAN, IXVIEWER, IXVIEWERURL, IXVIEWERURLOA). Double-click the specific ArchiveLink application entry for additional configuration. All functions for the selected ArchiveLink application are listed.

2.

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3.

Double-click a specific function to maintain or modify its settings. The following shows the maintaining screen of function Archive from frontend for the ArchiveLink application IXSCAN as an example.

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7.2

Maintaining SAP ArchiveLink application

4.

Enter the application name, specify events (M - Method, S - Set, G- Get) and the corresponding commands according to the following tables. Note: In the following tables, only maintained functions are explicitly listed; all other functions should not be changed!
IXSCAN Function Archive from Frontend Application IXOS.IXSCAN.S C2SAP Event M G G Store File on Frontend IXOS.IXSCAN.S C2SAP M G G IXVIEWER Command SendDoc2DP @AID, @DID=DocID @EID=ErrorID SaveActiveDocMultipage 0 @DPA=DocPathName @EID=ErrorID

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Function Display Stored Document

Application ALVIEWER.APP

Event S M M G

Command Language=@LAN ShowAppWindow OpenDocumentSimple @WID,@AID,@DID,@WIT,@UID @EID=R3ReturnCode GetDocument @AID,@DID,@DPA, , @EID=R3ReturnCode ShowAppWindow OpenDocumentFromFiles @WID,@DPA,@DTI,@WIT,@UID @EID=R3ReturnCode ArchiveDoc @AID, @DID=DocID @EID=ErrorID GetDocument @AID,@DID,@DPA,, @EID=R3ReturnCode CloseStack @WID

Retrieval on Frontend

ALVIEWER.APP

M G

Display Local File

ALVIEWER.APP

M M G

Archive from Frontend

ALVIEWER.APP

M G G

Store File on Frontend

ALVIEWER.APP

M G

Close Window IXVIEWERURL Function Display Stored Document

ALVIEWER.APP

Application ALVIEWER.APP

Event S M M G

Command Language=@LAN ShowAppWindow OpenDocumentSimpleUrl @WID,@URL,@WIT,@UID @EID=R3ReturnCode GetDocument @AID,@DID,@DPA, , @EID=R3ReturnCode ShowAppWindow

Retrieval on Frontend

ALVIEWER.APP

M G

Display Local File

ALVIEWER.APP

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7.2

Maintaining SAP ArchiveLink application

Function

Application

Event M G

Command OpenDocumentFromFiles @WID,@DPA,@DTI,@WIT,@UID @EID=R3ReturnCode ArchiveDoc @AID, @DID=DocID @EID=ErrorID GetDocument @AID,@DID,@DPA,, @EID=R3ReturnCode CloseStack @WID

Archive from Frontend

ALVIEWER.APP

M G G

Store File on Frontend

ALVIEWER.APP

M G

Close Window IXVIEWERURLOA Function Display Stored Document

ALVIEWER.APP

Application ALVIEWER.APP

Event S M G

Command Language=@LAN OpenDocumentSimpleUrl @WID,@URL,@WIT,@UID @EID=R3ReturnCode ShowAppWindow OpenDocumentFromFiles @WID,@DPA,@DTI,@WIT,@UID @EID=R3ReturnCode ArchiveDoc @AID, @DID=DocID @EID=ErrorID GetDocument @AID,@DID,@DPA,, @EID=R3ReturnCode CloseStack @WID

Display Local File

ALVIEWER.APP

M M G

Archive from Frontend

ALVIEWER.APP

M G G

Store File on Frontend

ALVIEWER.APP

M G

Close Window

ALVIEWER.APP

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7.3 Maintaining viewer components


These protocol settings determine which viewer component will be used for document display:

IX_HTTP2

For document display, the Web browser is invoked.

IX_OLEU1

For document display, the Livelink ECM Imaging: Windows Viewer will be invoked via OLE. The protocols have to be modified or created if they do not exist yet. To modify or create protocols: 1. 2. Execute the OAA3 transaction (Protocol settings Maintenance). If not already listed, create the protocols listed above (IX_HTTP2, IX_OLEU1). Double-click on the specific protocol entry.

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7.3

Maintaining viewer components

The Overview of Protocol screen appears; a tree view shows the details of the respective ArchiveLink protocol. 3. Double-click on a specific function. A list of related document classes is displayed.

4.

For explicit maintenance, select the combo box item of the required document class and then double-click on the document class entry. The following shows the settings screen for the document class ALF.

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5.

Modify the settings according to the following tables.


IX_HTTP2 protocol Function Display Stored Document Display Stored Document Archive from frontend Close Window IX_OLEU1 protocol Function Display Stored Document Retrieval Frontend Display Local File Archive from frontend Close Window Close Window Doc.class * , ALF , FAX , JPG , OTF , PDF , TIF * * FAX , JPG * ALF , FAX , JPG , OTF , PDF , TIF Communication Type OPEN_V_URL OPEN ARCHIVELINK OPEN OPEN OPEN IXSCAN DUMMY IXVIEWER Application IXVIEWER URLOA IXVIEWER Doc.class ALF MSG FAX , JPG * Communication Type OPEN_V_URL ARCHIVELINK OPEN OPEN IXSCAN DUMMY Application IXVIEWER URL

6.

Click

to store the settings.

7.4 Assigning protocols to logical archives (content repositories)


These protocol settings define the protocol to be used for all documents in a specific logical archive.

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Assigning protocols to logical archives (content repositories)

To assign a protocol to a logical archive: 1. 2. 3. 4. Execute the OAC0 transaction. Select an already created logical archive and click the Full Administration button. Enter either IX_HTTP2 or IX_OLEU1 in the Protocol field. Click to store the settings.

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Chapter 8

Troubleshooting
When general problems occur during installation, check the following points, or carry out the tasks described: 1. 2. 3. Check if the SAP basis version on your system is supported by the component you would like to install (see the latest Release Notes in the ESC). For Oracle database only: Check whether the OracleTCPListener has been started on the SAP database server. Check the transport directory in the /usr/sap/trans/bin/TPPARAM file; it should be specified as the global parameter transdir. Copy the data and the co-file into this directory. Repeat the addtobuffer and import commands. Modify the TPPARAM file so that the comments are on a separate line like in the following example:
# SID <SID>/dbname = <SID> # TCP/IP name of transport host <SID>/dbhost = <TRNASHOST> # <DBTYPE>: ora sqd mss <SID>/dbtype = <DBTYPE> # normally PATH linked to \\<TRANSHOST>\sapmnt\<SID>\SYS\exe\run <SID>/r3transpath = R3trans.exe # normally PATH linked to \\<TRANSHOST>\sapmnt\<SID>\SYS\exe\run <SID>/sapevtpath = sapevt.exe

4.

5. 6.

For DocuLink only: Check if the ZAUTHCUST structure exists (see Checking ZAUTHCUST structure on page 13). Check if the correct authorizations and number ranges were defined.

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Index
$GARMISCH 15 A ArchiveLink application 43 ArchiveLink communication protocols 41 Assigning protocols 50 Authorization profiles 24 B Basis package 13 BC Sets 9, 14 C CD-ROM Product CD-ROM 5 Communication protocols 41 CRM option 33 CRM package 33 D Default project $GARMISCH 15 Delta upgrade 35 DesktopLink 27 Displaying documents Java Viewer 17 Web Viewer 17 DocuLink 24, 29 Testing 30 DocuLink examples 31 E ERP option 31 ERP package 31 Exchange upgrade 37, 39 F Feedback 7 Forms management 26 Installation 26 Forms overlay 26 I Imaging Integration 28 Installation packages 11 IX_HTTP2 protocol 41, 48 IX_OLEU1 protocol 41, 48 J Java version on clients 28 Java Viewer 17 L Livelink Archive Windows Viewer 41 Livelink ECM Imaging: Java Viewer 28 Livelink ECM Imaging: Web Viewer 28 Livelink Imaging Enterprise Scan 41 O OLE application 41 Open Text Online 6 OracleTCPListener 53 OSS notes 9 P Package Basis 13 CRM 33 Delta upgrades 36 ERP 31 Exchange upgrades 37, 39 Password control 37, 39 PAT files 10

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Index

Project RS_TRFC_ST 25 RSUMONITOR 25 R Rendition management 25 Rendition Server API 25 RS_TRFC_ST project 25 RSUMONITOR project 25 S SAINT 9 Files 10 password 11 Sample projects 24 SAP Add-On Installation Tool See SAINT SAP system Upgrade 35 SAPCAR files 10 T Tables /ixos/oa_cust 20, 20 /ixos/oa_cust3 17 /ixos/oa_cust_a 18 /ixos/oa_doctype 20 /ixos/oa_iprange 17 /ixos/oa_locales 21 TOAEX 17 Transactions J6NA 14 J6NP 14 J6NY 30 OAA3 48 OAA4 43 OAC0 50 SCPR20 14 SCU3 14 SE11 13 SE16 20, 17 SE80 30 SM30 18, 20, 21, 17 SOLE 41 Transport system 9 Troubleshooting 53

U Upgrade disclaimer 37, 38 Packages 35 SAP system 37, 38 Version 9.5.2 to 9.6.2 37 Version 9.6.1 to 9.6.2 35 Version prior to 9.6.1 or 9.5.2 38 Upgrade packages 11, 36, 37, 39 V Viewer components 48 W Web Viewer 17 Settings 17 Z ZAUTHCUST structure 13

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