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Open Text RMLink for SAP Solutions 9 7 1 Installation Guide

Open Text RMLink for SAP Solutions 9 7 1 Installation Guide

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Installation Guide

Open Text RMLink for SAP Solutions
9.7.1

The Open Text RMLink for SAP Solutions installation guide
describes the installation of the Open Text RMLink for SAP
Solutions components.

RMSAP090701-IGD-EN

Installation Guide
Open Text RMLink for SAP Solutions 9.7.1

RMSAP090701-IGD-EN
Rev.: 07. May 2009

This documentation has been created for software version 9.7.1.

It is also valid for subsequent software versions as long as no new document version is shipped with the product or is
published at https://knowledge.opentext.com.

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 Inc.

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®

,Microsoft SQL®

,and Microsoft SharePoint®

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 own-
ers. All rights reserved.

RMSAP090701-IGD-EN

Installation Guide

iii

Table of Contents

1

Introduction...............................................................................5

1.1

Product documentation............................................................................6

1.2

Contact information..................................................................................7

2

Checking prerequisites.............................................................9

2.1

Required knowledge................................................................................9

2.2

Terms and definitions...............................................................................9

2.3

SAP prerequisites....................................................................................9

2.4

Enterprise Library Services prerequisites..............................................10

2.5

Installation tool.......................................................................................11

2.6

Password control....................................................................................11

3

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

4

Upgrading................................................................................15

4.1

Upgrading to Open Text RMLink for SAP Solutions 9.7.1.....................15

4.2

Upgrading the SAP system....................................................................15

4.2.1

Exchange upgrades...............................................................................15

5

Performing post-installation tasks in Enterprise Library
Services...................................................................................17

5.1

Configuring storage provider..................................................................17

5.2

Installing SAP SSO libraries..................................................................19

5.3

Creating Livelink users for SAP users...................................................20

5.4

Creating Enterprise Library Services application...................................22

5.5

Creating RM classification (optional).....................................................24

5.6

Importing folder and item type...............................................................25

5.7

Setting up authorization for records in Livelink......................................27

5.8

Creating system categories in Livelink...................................................28

5.9

Installing Open Text Advanced Item Management (optional)................29

5.10

Installing RMLink RFC Service on RCS Server (SAP R/3 Enterprise
4.70 only)...............................................................................................29

5.10.1

Installing SAP Java Connector module..................................................29

5.10.2

Installing RMLink RFC Service..............................................................30

5.10.3

Configuring RMLink RFC Service..........................................................31

5.10.4

Troubleshooting RMLink RFC Service...................................................33

Table of Contents

iv

Installation Guide

RMSAP090701-IGD-EN

6

Performing post-installation tasks in SAP.............................35

6.1

Defining SAP roles.................................................................................35

6.2

Using the IMG function..........................................................................36

6.3

Setting up SAP authentication (SAP ERP 6.0 only)..............................37

6.4

Creating HTTP connection and logical port for Enterprise Library
Services (SAP ERP 6.0 only).................................................................40

6.5

Creating TCP/IP connection for RMLink RFC Service (SAP R/3
Enterprise 4.70 only)..............................................................................44

6.6

Maintaining Enterprise Library server settings.......................................47

6.7

Activating the RMLink SSO HTTP service.............................................49

6.8

Activating business functions (SAP ERP 6.0 only)................................50

6.9

Scheduling job for removing deleted records........................................51

6.10

Maintaining receiver modules for automatic declaration (optional,
SAP R/3 Enterprise 4.70 only)...............................................................52

6.11

Maintaining receiver modules for changed/created events (optional)...55

6.12

Maintaining receiver modules for automatic declaration of print lists
(optional, SAP ERP 6.0 only).................................................................56

6.13

Creating additional Livelink categories (optional)..................................59

6.14

Implementing business property provider (optional)..............................60

7

Appendix..................................................................................61

7.1

Single sign-on process for using Livelink...............................................61

7.1.1

Configuring CAP Connector module......................................................62

7.2

Example for user synchronization..........................................................64

7.2.1

Exporting SAP users..............................................................................64

7.2.2

Using LDAP user management.............................................................67

7.2.3

Importing users in Livelink.....................................................................68

IDX

Index.........................................................................................71

RMSAP090701-IGD-EN

Installation Guide

5

Chapter 1

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