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DocBuilder702Sp6Configuration

DocBuilder702Sp6Configuration

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Sections

  • SAP Document Builder: Business Scenario Configuration Guide
  • Documentation Landscape for SAP Solutions
  • SAP Notes
  • SAP Document Builder Activation
  • Microsoft Word DOCX Activation
  • Data Migration
  • Element Text and Fill-Ins Activation
  • System Connections
  • Checking RFC Connections
  • Checking HTTP Services
  • Roles
  • Content Manager
  • Professional Contract Author
  • Legal Contract Author
  • Contract Viewer
  • Attribute Library Administrator
  • Clause Library Administrator
  • Template Library Administrator
  • User/Author
  • Group Manager
  • Manager
  • Assign Users to Roles
  • Business Customizing
  • Setting Document Numbering
  • Defining Contents
  • Establishing Naming Conventions
  • Defining Output Types
  • Questions Asked to an Author
  • Defining Content Modifiers
  • Setting Default Contents
  • Defining a Root Variable for a Content
  • Defining Variables
  • Defining Element and Output Formats
  • Defining Element Text Formats
  • Setting Default Element Text Format
  • Defining Configuration Parameters
  • Editing Element Texts in WordML
  • Editing Element Texts in DOCX
  • Creating a Table of Contents in DOCX
  • Adding Fill-Ins to WordML Element Texts
  • Adding Fill-Ins to DOCX Element Texts
  • Defining XML Schemas
  • Adding Schemas to the Schema Library
  • Editing Element Texts in HTML
  • Defining Overlays for WordML and DOCX Texts
  • Uploading Overlays for WordML and DOCX Texts
  • Defining Overlays for HTML Texts
  • Defining Regulation Sets
  • Defining Element Types
  • Defining Elements
  • Setting Element Inclusion
  • Ordering Elements in a Section
  • Defining Element Properties
  • Defining Prescriptions and Guidance
  • Defining References
  • Defining Alternate Elements
  • Form and Report Elements
  • Defining Form Interfaces
  • Adding Fill-Ins to SAP Interactive Forms by Adobe
  • Establishing a Document Structure
  • Defining Document Types
  • Defining Document Formats
  • Defining Document Groups
  • Defining Document Selections
  • Assigning Regulation Sets to Document Selections
  • Assigning Elements to Document Selections
  • Setting Document Expiration
  • Defining Rules
  • Document Content Checks
  • Run Extended Content Check
  • List Variables
  • List Structure and Related Variables
  • List Variable-Reference Associations
  • List Standard Elements
  • List Rules
  • Check Document Selections
  • List Document Selections
  • Notify Content Managers for Rules that Cannot Be
  • Workflows
  • Checking Workflows
  • Web Services
  • Using Old Proxy Method Used as Web Service
  • Checking Web Services
  • Defining Client Proxies
  • Defining Logical Ports
  • Document Archiving
  • Extract SAP Document Builder Documents
  • Delete SAP Document Builder Documents
  • Notify Processor Prior to Document Expiration

SAP Document Builder: Business Scenario Configuration Guide

Release 7.02 SP06

SAP Solution Manager

06.06.2011

Copyright
© Copyright 2011 SAP AG. All rights reserved. SAP Library document classification: PUBLIC No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z, System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+, POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks of IBM Corporation. Linux is the registered trademark of Linus Torvalds in the U.S. and other countries. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd. Business Objects is an SAP company.

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Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of Sybase, Inc. Sybase is an SAP company. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.

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Keys on the keyboard. see Help on Help General Information Classes and Information Classes for Business Information Warehouse on the first page of any version of SAP Library. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. and names of installation. upgrade and database tools. screen titles. F2 or ENTER. Variable user entry. Example text EXAMPLE TEXT Emphasized words or phrases in body text. For more information. Example text Example text <Example text> EXAMPLE TEXT SAP Document Builder: Business Scenario Configuration Guide 4 . These are words or characters that you enter in the system exactly as they appear in the documentation. names of variables and parameters. and menu options. Cross-references to other documentation. messages. Output on the screen. and key concepts of a programming language when they are surrounded by body text. Exact user entry. program names. These include field names.SAP Solution Manager 06. graphic titles. table names. source text. for example. Typographic Conventions Type Style Example text Description Words or characters quoted from the screen. SELECT and INCLUDE. transaction codes. for example.2011 Icons in Body Text Icon Meaning Caution Example Note Recommendation Syntax Additional icons are used in SAP Library documentation to help you identify different types of information at a glance. This includes file and directory names and their paths.06. pushbuttons labels. menu paths. and table titles. These include report names. Technical names of system objects. menu names.

................................................................................................................................................................................................................ 10 System Connections ..................................................................................................................................... 15 Setting Document Numbering ............................................................................ 21 Setting Default Element Text Format .................... 14 Manager ............. 13 Group Manager ..................................................................................................................... 9 Microsoft Word DOCX Activation ........................................................................................................................................................................................................................................................................ 19 Defining Variables ...................................................... 17 Questions Asked to an Author .................................................................................................................................................................................................. 16 Establishing Naming Conventions ... 18 Setting Default Contents........................................................................................................ 8 SAP Document Builder Activation .......................................................................................................................................... 14 Assign Users to Roles .................... 8 Documentation Landscape for SAP Solutions ........................................................................................................... 13 User/Author ........................................................................... 9 Element Text and Fill-Ins Activation ......................................................................................................................................................... 11 Professional Contract Author ................................ 10 Checking HTTP Services........................................................................................................................................................................................ 8 SAP Notes .................. 12 Legal Contract Author................................................................ 10 Checking RFC Connections.............................................................................................................................................................................................. 17 Defining Content Modifiers ......................................................................................................................................................... 10 Roles ............. 22 SAP Document Builder: Business Scenario Configuration Guide 5 ....... 12 Contract Viewer ...... 15 Business Customizing........................................ 13 Clause Library Administrator.........................................................................................2011 SAP Document Builder: Business Scenario Configuration Guide ................................................ 13 Template Library Administrator .................................................................. 19 Defining Element and Output Formats ......................... 9 Data Migration ............................................................................................................................. 21 Defining Configuration Parameters ..................................................................................................... 21 Defining Element Text Formats............................................................................................................................................................................ 19 Defining a Root Variable for a Content ................................... 15 Defining Contents ...................................................06...................................................................................................................................... 11 Content Manager...SAP Solution Manager 06...................................................................................................................................... 12 Attribute Library Administrator ........................ 16 Defining Output Types .........................................................................................................................................................................

...................................................................... 41 Defining Alternate Elements ........................................................ 52 List Variables .......................................................................................................................................................................................................2011 Editing Element Texts in WordML ...................................................................................... 35 Defining Element Types...... 29 Adding Fill-Ins to DOCX Element Texts ........................................................................................ 29 Defining XML Schemas .................. 44 Establishing a Document Structure ...........06........................................................................................................................................ 31 Defining Overlays for WordML and DOCX Texts......................................... 35 Defining Regulation Sets ........................................................................................... 40 Defining Element Properties ................................................ 53 List Variable-Reference Associations .............................................................................................................................................................................. 46 Defining Document Types ....................................................................... 36 Setting Element Inclusion .... 48 Defining Document Selections ..... 48 Assigning Regulation Sets to Document Selections .............................................. 28 Adding Fill-Ins to WordML Element Texts ................................................... 30 Adding Schemas to the Schema Library ........................................................ 32 Uploading Overlays for WordML and DOCX Texts ........................................... 50 Defining Rules .................... 27 Editing Element Texts in DOCX ......................................................................... 49 Setting Document Expiration .................................................................................................................................................................... 53 List Structure and Related Variables ............................................................................................................................................................................................................................................................. 47 Defining Document Formats ........... 40 Defining Prescriptions and Guidance ...............................................................................................................SAP Solution Manager 06.......................................................................... 28 Creating a Table of Contents in DOCX ............................................. 42 Form and Report Elements......................................... 43 Adding Fill-Ins to SAP Interactive Forms by Adobe .................... 52 Run Extended Content Check ................... 49 Assigning Elements to Document Selections ....................................................................................................................................................................................................................................................................... 34 Defining Overlays for HTML Texts ......................................................................................................................................................................................................................................................................................................................................................................................................................... 50 Document Content Checks ........................................................................ 41 Defining References ........................... 38 Ordering Elements in a Section .............................. 47 Defining Document Groups....................................................................... 54 SAP Document Builder: Business Scenario Configuration Guide 6 ................................................... 42 Defining Form Interfaces ........................................................................ 36 Defining Elements ................................................... 31 Editing Element Texts in HTML........................................................................................................................

....................................................................................................... 56 Workflows ................................................. 64 SAP Document Builder: Business Scenario Configuration Guide 7 ................................. 55 Check Document Selections ......................................................................................................................................................................................................................................................................................................... 58 Using Old Proxy Method Used as Web Service ....................................................................................... 58 Web Services ............................. 60 Defining Logical Ports........................................................................................................................................................................................................................... 61 Document Archiving................. 60 Integration with SAP NetWeaver Exchange Infrastructure .. 63 Notify Processor Prior to Document Expiration.................... 55 List Document Selections.............................................................. 56 Checking Workflows ................................ 59 Defining Client Proxies ......................... 55 Notify Content Managers for Rules that Cannot Be Determined........................................................................................................ 63 Extract SAP Document Builder Documents............................................................................................................. 54 List Rules...............................06........ 59 Checking Web Services......................................................................................................................................................................................................2011 List Standard Elements ..................SAP Solution Manager 06.................... 63 Delete SAP Document Builder Documents .............................................................................................

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SAP Document Builder: Business Scenario Configuration Guide
The SAP Document Builder Business Scenario Configuration Guide (BSCG) describes the configuration steps required to create legally compliant documents. This guide addresses new configuration and does not cover changes relevant to existing implementations. The SAP Document Builder BSCG covers the entire document lifecycle process.

Target Group
This guide addresses Basis and application consultants.

Implementation Considerations
The implementation steps that you must perform are described in Business Customizing.

Documentation Landscape for SAP Solutions
This section provides you with an overview of the major sources of information available to you on SAP solutions and business scenarios. Always use the current documents in your implementation.

Business Scenario Configuration Guide (BSCG)
This document describes the settings you use to configure the SAP application components and third-party applications required for a business scenario. It contains information specific to business scenarios for the particular Customizing activity. It does not reiterate the Customizing documentation but makes reference to particular Customizing texts.

Customizing
You adjust SAP systems to your customer requirements in Customizing. You can find Customizing activities for all SAP components coupled with general documentation in the SAP GUI system. The structure is component oriented, without reference to a business scenario. The BSCG establishes the link between Customizing and the various business scenarios.

SAP Library
This contains the complete documentation of SAP components.

SAP Notes
This section lists the SAP Notes referenced in this BSCG. Note Number 1046791 1336593 1084258 Title Using WordML as a Text Format in Document Builder 3.0 Automatic Generation of the TOC in the WORDML Assembled Doc Integrating PS SRM and Document Builder

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1154999 802189 517484 1568676 1400966 1584938

Using the Adobe LiveCycle PDF Renderer Using the Apache/FOP PDF Renderer Inactive Services in the Internet Communication Framework SAP Document Builder DOCX editing downport to SAP_BS_FND 702 PSDOCB 3.0 to Document Builder 7.02/BS_FND 7.02 Migration WORDML to DOCX Format Content Migration

SAP Document Builder Activation
You use this function to activate the business function FND, SAP Document Builder (/IPRO/FND_DOCUMENT_BUILDER).

Prerequisites
You activated the SAP Document Builder business function in the SAP Customizing Implementation Guide under Activate Business Functions.

Microsoft Word DOCX Activation
You use this function to integrate SAP Document Builder with Microsoft Word 2007 DOCX.

Prerequisites
You installed SAP Document Builder 7.02 SP06. If you installed SAP Document Builder 7.02 SP05 or lower, see SAP Note 1568675. You activated the business function, SAP Document Builder (/IPRO/FND_DOCUMENT_BUILDER) in Customizing under Activate Business Functions. You activated the business function, FND, Microsoft Word 2007 Support for DOCX (/IPRO/FND_DOCB_WORD2007) in Customizing under Activate Business Functions.

Data Migration
You use this process to migrate data from SAP Document Builder 3.0 to SAP Document Builder 7.02.

Prerequisites
You installed SAP Document Builder 3.0.

Activities
To migrate your data from SAP Document Builder 3.0 to SAP Document Builder 7.02, see SAP Note 1400966.

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To migrate your Customizing data from SAP Document Builder 3.0 to SAP Document Builder 7.02, see SAP Note 1584938.

Element Text and Fill-Ins Activation
You use this function to streamline the UI by combining the individual pages. You configure variable visibility on the dialog UI, document summary, or both. The variable visibility streamlines the document generation process with questions in the business process.

Prerequisites
You activated the business function, SAP Document Builder (/IPRO/FND_DOCUMENT_BUILDER) in Customizing under Activate Business Functions. You activated the business function, FND, Element Text and Fill-Ins UI (/IPRO/FND_DOCB_FILLINS) in Customizing under Activate Business Functions.

System Connections
This section contains information about connecting the systems in an SAP system landscape and involves the following: Defining logical systems and assigning clients in the online transaction processing (OLTP) system Determining the systems, servers, clients, distribution models, and the like, in the system when the SAP application component is installed Completing the configuration settings and performing other activities required for the interactions in an SAP system landscape

Checking RFC Connections
You use this step to check RFC connections relevant for SAP Document Builder.

Procedure
1. Run transaction Configuration of RFC Connections. 2. Open the HTTP Connections to External Server folder (type G). You can use one or more of the following connections when you configure SAP Document Builder: APACHE-FOP G Rendering of FOP to PDF LC ADS GEN G Adobe LiveCycle PDF Generator 7.0

Checking HTTP Services
You use this step to check the HTTP services relevant to SAP Document Builder.

Procedure
1. Run transaction Maintain Services.

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Check whether the IPRO node contains the following: Document Builder Cockpit (WD_COCKPIT) Document Builder (WD_DOCB) Document Builder Element Management (WD_ELEMENT) SAP BC 06.06. edit. the content manager creates and modifies content in Customizing. 3. or delete system templates. The following roles are available: Content Manager (/IPRO/CONTENT_MANAGER) Professional Contract Author (/IPRO/PROF_CONTRACT_AUTHOR) Legal Contract Author (/IPRO/CONTRACT_AUTHOR) Contract Viewer (/IPRO/CONTRACT_VIEWER) Attribute Library Administrator (/IPRO/ATTR_LIBRARY_ADMIN) Clause Library Administrator (/IPRO/CLAUSE_LIBRARY_ADMIN) Template Library Administrator (/IPRO/TMPL_LIBRARY_ADMIN) User / Author (/IPRO/AUTHOR) Group Manager (/IPRO/GROUP_MANAGER) Manager (/IPRO/ MANAGER) Content Manager Technical name: /IPRO/CONTENT_MANAGER Tasks The content manager configures document content in Customizing and is an important actor in SAP Document Builder. choose DEFAULT_HOST IPRO. IMG authorizations are required. the content manager must be an IT expert with a highly technical profile. Typically. Click Execute.SAP Solution Manager 2. This includes defining the following: Configuration parameters and variables SAP Document Builder: Business Scenario Configuration Guide 11 . Given the complexity of some configuration activities. 4.2011 WEBDYNPRO If you experience ICF errors. To assign users to roles. At the bottom of the screen. see SAP Note 517484. Manager authorizations are required to create. Roles This section lists the roles that are shipped with SAP Document Builder. perform Assign Users to Roles [Page 15].

Legal contract authors perform the following: Modify clauses in a contract Select a legal template to create a legal contract View legal contracts Contract Viewer Technical name: /IPRO/CONTRACT_VIEWER Tasks Contract viewers view legal contracts.SAP Solution Manager 06. regardless of complexity Elements Templates Integration The content manager receives input from all other roles to define accurate and legally compliant content.2011 Rules in Formula Builder. legal contract authors cannot insert clauses from the clause library.06. Professional Contract Author Technical name: /IPRO/PROF_CONTRACT_AUTHOR Tasks Professional contract authors have extended authorizations and perform the following: View clauses in the clause library Assign clauses to a contract Replace clauses with alternate clauses Modify clauses in a contract Select a legal template to create a legal contract View legal contracts Legal Contract Author Technical name: /IPRO/CONTRACT_AUTHOR Tasks Legal contract authors have extended authorizations similar to professional contract authors. SAP Document Builder: Business Scenario Configuration Guide 12 . Contrary to professional contract authors.

update. contract administration. and delete their own user elements Copy or reassign user templates to another user. update. Users or authors have the same authorizations as professional contract authors and perform the following: Create. and delete their own documents Create. Procurement specialists must have a purchasing or business administration background. Their tasks include contract awards. or a procurement specialist. Clause Library Administrator Technical name: /IPRO/CLAUSE_LIBRARY_ADMIN Tasks Clause library administrators create and modify clauses in Document Builder Cockpit. and delete their own user templates Create.SAP Solution Manager 06. Template Library Administrator Technical name: /IPRO/TMPL_LIBRARY_ADMIN Tasks Template library administrators create and modify templates in SAP Document Builder. as well as significant experience in government contracting. update. due to vacation or job reassignment SAP Document Builder: Business Scenario Configuration Guide 13 . Extensive computer literacy is required. User/Author Technical name: /IPRO/AUTHOR Tasks Depending on the business area.06. a human resources officer. and contract termination. a user can be a contracting officer.2011 Attribute Library Administrator Technical name: /IPRO/ATTR_LIBRARY_ADMIN Tasks Attribute library administrators create and modify SAP Document Builder variables in Customizing under Basic Functions Variables Define Variables.

In addition to those performed by group managers. managers perform the following: Create. To define authorization object /IPRO/DCSL.2011 Group Manager Technical name: /IPRO/GROUP_MANAGER Tasks Group managers are users with extended privileges. Managers monitor all users’ templates and elements.06. group managers perform the following: Create. proceed as follows: 1. 2. update. Expand the DOCB node and double-click Document Builder Authorizations (/IPRO/DCSL). and delete system templates in each ICP Manager Technical name: /IPRO/ MANAGER Tasks A manager is a group manager with extended privileges. Run transaction Maintain Authorization Objects. To an inventory control point (ICP). edit. and delete a template or element for any user Copy and reassign user templates and user elements across groups Complete system administration-related tasks Authorization Objects Authorization object Document Builder Authorizations (/IPRO/DCSL) enables you to execute specific functions of SAP Document Builder. edit. Create. Group managers monitor the user templates and user elements belonging to their group. A group manager supervises a group of users.SAP Solution Manager 06. This authorization object contains the following: /IPRO/CTNT Defines the content specifier /IPRO/DCSL Defines the document selection SAP Document Builder: Business Scenario Configuration Guide 14 . and delete user templates and user elements Copy and reassign user templates and user elements from one user to another A group manager cannot copy and reassign user templates and user elements across ICPs.

Manually adjusting the number range after making the initial settings can result in corrupted data. you can meet the specific requirements of your company by adjusting the delivered functionality as follows: Organizational unit Master data Process Setting Document Numbering You can check the delivered document number range and view the current document number.SAP Solution Manager 06. 9. Enter the technical name of the role. After initial maintenance. Prerequisites You made roles available in the system. the SAP Document Builder application controls the number range. proceed as follows: 5.2011 /IPRO/COMP Defines the document component (element or template) /IPRO/GRP Defines the group to which the component belongs ACTVT Defines the allowed activity Assign Users to Roles You can assign system users to roles so that they can perform the related tasks. Procedure To assign users to roles. Click Change.06. 8. 7. Using business Customizing. 6. Business Customizing This section contains information about the Customizing settings in each of your systems. Save your changes. SAP Document Builder: Business Scenario Configuration Guide 15 . The system assigns a 15-digit number to each new document. Run transaction Role Maintenance. Select the User tab page and assign one or more users to the role.

Content-Independent Settings Defining Contents If required. and other objects.SAP Solution Manager 06. Define Contents. Activate the workflow function for documents and templates. 2. Leave the Variable field empty. We recommend you use a naming convention that orders the elements in accordance with your business rules. We recommend you establish consistent naming conventions for easier retrieval. variables. In Customizing under Basic Functions description. then return to this step and enter the variable here. You define element ordering in Customizing under Document Management Document Ordering Define Ordering. the Element field is used for element ordering within each grouping in a document section.2011 Procedure Perform the activity in Customizing under Basic Functions Set Document Number Ranges. Use the customer namespace to create content and related objects. and more than one person can be involved in the configuration and maintenance process. proceed as follows: 1. you can use content modifiers to enable various locations to share the same underlying content while retaining features specific to each individual location.202-1 (ID of the related rule) 2. This enables you to trigger the document approval process and the template review process when an element is changed.202-1 (specific clause in the US Federal Acquisition Regulation) 52. If you use the SAP namespace.202) SAP Document Builder: Business Scenario Configuration Guide 16 . Establishing Naming Conventions The SAP Document Builder system may contain several elements. Example ZDOC_CONTACT_EMAIL (simple variable) 52. By default. Procedure To define contents. Defining a Root Variable for a Content.201 (prescription for FAR clause 52.06. your entries can be overwritten. 3. enter an identifier and a You must perform the step.

In Customizing. choose Basic Functions Output Control Define Output Types. choose Business Add-Ins Assembly and Output Generic Output Interface.2011 Defining Output Types You identify the output early in the blueprinting process. You can use this BAdI to modify the default implementation to satisfy your requirements. Prerequisites You have implemented the Business Add-In (BAdI) Generic Output Interface to generate your desired outputs.. Prerequisites You have performed the following activities in Customizing: Document Management Document Management Selections Document Group and Selection Document Group and Selection Define Regulation Sets Standard Elements Rule Management Define Variables Define Elements Define Rules Define Document Groups Define Document Regulation Sets and Elements Regulation Sets and Elements Regulation Sets and Elements Basic Functions Variables SAP Document Builder: Business Scenario Configuration Guide 17 .SAP Solution Manager 06.06.. Example The following are defined by output types: Document Reviewer’s checklist SF33 form More Information SAP Note 115499 SAP Note 802189 Questions Asked to an Author This process describes the mechanism that underlies the questions asked to an author during the dialog process. Procedure . To define output types. To enable the system to generate the correct output type. 2. proceed as follows: 1.

06. 4. The items configured in the content work together to support document generation as follows: Document Selection . User selects the appropriate document. Offices can share FAR and Defense Federal Acquisition Regulation Supplements (DFARS) clauses but have their local content. Example A government agency shares basic content at the US federal level but requires content modifiers for offices or locations because of their unique processes to procure commodities. Prerequisites You have performed Customizing under Basic Functions Define Content Modifiers. proceed as follows: 1. Selected document determines the relevant regulation sets. Elements are included based on settings or rules. Since the system dynamically determines follow-on questions. Elements have an associated Boolean rule containing variables or fill-in variables. Regulation sets contain the relevant elements. Variables are the questions asked to the user in the dialog process. the element rule contains variables.SAP Solution Manager 06. as well as sections to structure your documents. SAP Document Builder: Business Scenario Configuration Guide 18 ... 5.2011 Process Flow The document selections presented to the user are filtered on the basis of the document group. which identify all the elements evaluated for inclusion in the document. You define inclusion settings at the element or document selection level. 2. Those variables are the questions asked to the user. it is not necessary to go through all variables in an element rule. Defining Content Modifiers You create content modifiers to enable the system to support a basic content with an option to override default values. Result A list of questions is generated. A document selection contains default properties such as style. Procedure . The user determines the structure of the document using the list. If a rule is evaluated. To define content modifiers. Save your entries. overlay. so the appropriate document selections are available as options. Regulation Sets Elements Variables Questions 1. On an empty line. Choose System User Profile Own Data and select the Parameter tab page. enter the following: Parameter ID: /IPRO/Content Parameter value: default content 3... The author’s document selection determines which regulation sets are evaluated. and ordering. 2. 3.

proceed as follows: 1. Variables Define Variables.06. Defining a Root Variable for a Content You define a root variable and assign it to a content. Prerequisites You have performed Defining Contents. Variables are split into the following: Structure variables provide a root for the highest node in the document data tree and enable you to group variables in accordance with functional similarity. Result You assign the root variable to the content you defined in Defining Contents. To set default contents. Save your entries.. Procedure . Choose System User Profile Own Data. whereas fill-in variables provide text in elements (see Adding Fill-Ins to Element Texts). Decision variables determine the outcome of rule evaluation.SAP Solution Manager 06. SAP Document Builder distinguishes between decision variables and fill-in variables..2011 Setting Default Contents You set content as default to enable content managers to access the content when they perform Customizing activities filtered by content. Data are provided by the user or by external systems. 3. Select the Parameter tab page.. choose Structure 2.. To define a root variable for a content. Defining Variables You use this procedure to create variables. Procedure . proceed as follows: 1. On an empty line. enter the following: Parameter ID: /IPRO/Content Parameter value: default content 4. In Customizing under Basic Functions Variables and create a new entry. 2. Simple variables are standalone variables grouped into structure variables. SAP Document Builder: Business Scenario Configuration Guide 19 . Set the Display checkbox to make the root variable and all subordinate variables visible on the Dialog tab page.

and are displayed in elements in the form of tables. We recommend not deleting variables in a productive system as users can encounter errors when opening saved and released documents. Example Simple variable EST_VAL_CURR CURCY USD EST_VAL_NORM LS_CURR16 Structure variable DELIVERY_PERIOD_S DURATION 3 Delivery period. We recommend setting variables to Inactive instead of deleting them. create a root 2. If a rule contains an inactive variable. reports.06. To define variables. a structure variable containing 110001.01 END_DATE_TIME 2 START_DATE_TIME 1 See Also The following reports are available for tracking purposes in Customizing under Basic Functions Variables Information Systems: Display Variables not Contained in Structure Variable (/IPRO/IMG_LIST_UNSTRUCTURED) Display Variable Structure (/IPRO/IMG_DISPLAY_VARS) SAP Document Builder: Business Scenario Configuration Guide 20 . proceed as follows: 1. These variables are no longer used in new documents. Variables Define Variables.2011 Table variables are used for forms.. In Customizing under Basic Functions variable. 3.. but are available in draft documents to maintain continuity until the user validates the deletion by clicking Update Report. You can delete variables by setting the status to Inactive.SAP Solution Manager 06. Prerequisites You are familiar with transaction ABAP Dictionary. it is not considered in the document generation process. and element selection. Create the variables you need to build your document. Create as many structure variables as required. Procedure .

or WORDML). SAP Document Builder supports the following: DOCX HTML WordML Procedure You perform the activity In Customizing under Basic Functions Define Text Format. and if you need forms embedded into your documents. These criteria determine system configuration. HTML. in Customizing under Basic Functions Define Configuration Parameters. Content-Independent Settings Certain formats are delivered by SAP. including the following: Defining the overlay setup SAP Document Builder: Business Scenario Configuration Guide 21 . You determine if the SAP BTF HTML editor is sufficient or if you require Microsoft Word/DSO Framer or another editor. install the required client software. and implement the following BAdIs: /IPRO/EDITOR /IPRO/ASSEMBLY_DEF /IPRO/OUTPUT See SAP Notes referenced in this document for implementation details.2011 Defining Element and Output Formats You determine the text format and the output format in the configuration process.06. DOCX content configuration steps differ from the other formats. Procedure To set the default element text format. Defining Element Text Formats You check the formats in which you can edit text in elements. Procedure Once you make these decisions. Setting Default Element Text Format You specify a default text format for all elements in a specific content. if you require a Microsoft Word output or PDF. you set up the correct parameters. enter the parameter FORMAT and the required parameter value (DOCX.SAP Solution Manager 06.

SEC_TITLES_ON. SEC_TITLE_TEXT_STYLE. see Defining Overlays for WordML and DOCX Texts in Microsoft Word. SEC_TITLE_TEXT_STYLE. CLS_TITLE_LIST_STYLE. in Customizing under Basic Functions Define Configuration Parameters. CLS_TITLE_LIST_LEVEL.06. SEC_TITLE_LIST_STYLE. see Defining Elements. SEC_TITLE_LIST_LEVEL. SECTION_TOC are recommended parameters and used to provide styling aspects to the Microsoft Word document An alternative way to set up the section title text BAdI implementations for the editor and assembly are delivered and do not need to be implemented WordML content format configuration steps differ from other formats. For more information. More Information For more information.SAP Solution Manager 06. CLS_TITLE_LIST_LEVEL. SEC_TITLE_NUMBERED. CLS_TITLE_LIST_STYLE. SEC_TITLE_LIST_STYLE. CLS_TITLE_NUMBERED. SAP Document Builder: Business Scenario Configuration Guide 22 . SEC_TITLES_ON. CLS_TITLE_NUMBERED.2011 Certain configuration parameters: FORMAT is mandatory CLS_TITLES_ON. Procedure To define configuration parameters. including the following: Defining the overlay setup Certain configuration parameters: FORMAT and SY_STYLES_OVERLAY are mandatory CLS_TITLES_ON. SECTION_TOC are recommended parameters and can be used to provide styling aspects to the Microsoft Word document An alternative way to set up the section title text BAdI implementations for the editor and assembly Result This parameter defines the default standard element format. Defining Configuration Parameters You specify configuration parameters for a specific content. enter the parameter and the required parameter value. SEC_TITLE_LIST_LEVEL. SEC_TITLE_NUMBERED.

The SYS_STYLES_OVERLAY is mandatory for WORDML format. defines element format Defines SAP SRM system integrated into SAP Document Builder Workflow notifications for content issues can be sent to the content manager (CM).2011 The only parameter mandatory for all configurations is FORMAT. Enables integration of the SAP NetWeaverbased Adobe forms functionality Enables rendering with APACHE-FOP Enables rendering with XML Mind This parameter is required if you opted for Adobe LiveCycle to assemble documents for HTMLbased content. X or omit parameter Y or omit parameter Text string APACHE APACHE-FOP XMLMIND XMLMIND LPCONFIG_LC_HTML LC_ASSM2 LPCONFIG_LC_WORDML LC_ASSM2 APP_LOG APPEND_NOTE APPEND_NOTE_PREFIX X Y *Appended note SAP Document Builder: Business Scenario Configuration Guide 23 . Activates the application log Enables the Append Note feature Refers to the text string used to prefix LOGSYS SITCLNT System+CLNT+Client Number CM SMITH User name of content manager ADS ADS Refers to the RFC connection for the SAP NetWeaver Adobe Document Services Refers to the RFC connection for the Apache FOP server Refers to the RFC connection for the XML Mind The value is the logical port of the SAP Document Builder Adobe LiveCycle client proxy for HTML assembly.06. The rest are optional but support the configuration of various features as described in the following table: Parameter FORMAT Value Example WORDML Potential Values DOCX WORDML HTML Significance Mandatory parameter. This parameter is required if Adobe LiveCycle is used to assemble documents for contents that use WORDML.SAP Solution Manager 06. The value is the logical port of the SAP Document Builder Adobe LiveCycle client proxy for WordML assembly.

and timestamp are collected in table /IPRO/TVARCHANGE When clicking Log Off.20.4.10. Opens the variable reference text pop-up VAR_LOGGING ON ON or omit parameter LOGOUT_URL INB_LOGHDR_CONFG www.3. USER_STAT_ACTIVE X X or omit parameter Enables the User Status Workflow feature This enables track changes made to simple variables in Customizing. This parameter is used with the APPEND_NOTE parameter when set to Y.11.SAP Solution Manager 06. F.06. A T value for this parameter indicates documents are logically deleted. this URL is called Enables you to specify information written to the application log during the receipt of XI inbound messages in the SAP Document Builder system. When you specify this parameter.23 Any URL Numeric values separated by a comma DELETE_IS_LOGICAL T T.com 0.12. Refers to the deletion of documents. or omit parameter P_EXT_WINDOW Y Y or omit parameter SAP Document Builder: Business Scenario Configuration Guide 24 . date. This parameter is optional when a physical deletion is planned.sap. the fields to be written to the application log are selected. This parameter is not required. The user.2011 an author's appended note to a standard element. An F value or any other parameter indicates documents are physically deleted.

This parameter is a numeric value one more than the value of the SEC_TITLE_LIST_LEVEL parameter Only relevant when CLS_TITLES_ON = Y and CLS_TITLE_NUMBERED = Y. CLS_TITLE_LIST_LEVEL 1 A numeric value Only relevant when CLS_TITLES_ON = Y and CLS_TITLE_NUMBERED = Y. CLS_TITLES_ON Y Only relevant when CLS_TITLE_NUMBERED = Y and you want element titles numbered in the assembled document. Only relevant when SEC_TITLES_ON = Y.2011 in the browser instead of a standard pop-up. This style is used to format the LIST numbering used for numbering the element titles. When the value of this parameter is set to Y. Not relevant for DOCX content. This style is used to 25 CLS_TITLE_LIST_STYLE CLAUSETITLELIST A named style in the Microsoft Word overlay file.06. The following are WORDML and DOCX content parameters: Parameter SYS_STYLES_OVERLAY Value Example ZSYSOVERLAY Potential Values Name of the system overlay in the activity in Customizing for Document Builder Content Manager under Document Management Define Overlay Omit parameter or any value other than Y Significance Mandatory for WORDML content. CLS_TITLE_TEXT_STYLE CLAUSEHEADER A named style in the Microsoft SAP Document Builder: Business Scenario Configuration Guide . the CLS_TITLE_LIST_STYLE must be set. defines the system style overlay for a WORDML content.SAP Solution Manager 06.

SEC_TITLE_LIST_LEVEL 0 SEC_TITLE_LIST_STYLE SECTIONHEADERLIST A named style in the Microsoft Word overlay file. Only relevant when SEC_TITLES_ON = Y and SEC_TITLE_NUMBERED = Y.SAP Solution Manager Word overlay file. see SAP Note 1336593 for WORDML content.2011 format the section titles text. If SEC_TITLE_NUMBERED =Y. This style is used to format the list used for numbering the section titles. Turns section titles on or off Only relevant when SEC_TITLES_ON = Y and SEC_TITLE_NUMBERED = Y. SEC_TITLE_NUMBERED Y Omit parameter SEC_TITLE_TEXT_STYLE SECTIONHEADER A named style in the Microsoft Word overlay file. Name of the section that contains the Table of Contents element. SEC_TITLES_ON Y Omit parameter for no titles A numeric value 06. This parameter should be a numeric value that is one less than the value of CLS_TITLE_LIST_LEVEL parameter. TOC_SECTION TOC Result These parameters configure the system to support various features. If TOC_SECTION is set to the section containing the Table of Contents element together with section ordering configuration. Only relevant when SEC_TITLES_ON = Y. SAP Document Builder: Business Scenario Configuration Guide 26 . some cover page elements can be handled.06. then section titles are numbered in the assembled document. For more information about creating a table of contents. This style is used to format the section titles text.

In the dialog structure.2011 Editing Element Texts in WordML You create WordML texts for elements using Microsoft Word 2003 in Customizing.OCX file to C:\WINDOWS\SYSTEM32. . Prerequisites You have done the following: Installed Microsoft Word 2003 Professional.OCX to register the ActiveX. proceed as follows: 1. Confirm the registration message and type EXIT to close Command Prompt. click Texts. To add the schema to Microsoft Word.exe to a temporary location on your PC. Specify the full-text type and the WordML format. Click Custom Level. Extract the files to the specified folder. 4. 4. Copy the DSOFRAMER. To generate the XML schema for Microsoft Word. perform the activity under Regulation Sets and Elements Standard Elements Define Elements. Accessories Command Prompt. see Defining XML Schemas [Page 30]. see Adding Schemas to the Schema Library [Page 31]. proceed as follows: 1. 8. 3. Choose Tools 3. SAP Document Builder: Business Scenario Configuration Guide 27 Internet Options. Check under ActiveX controls and plug-ins whether the Automatic prompting for ActiveX control option is set to Enabled. 2.SAP Solution Manager 06. Select Security. 2. To edit WordML texts. choose Programs 6. Select C:\WINDOWS\SYSTEM32. 6. Type RGSVR32 DSOFRAMER. Select the Local Intranet Web content zone. 2. 5.06. In Windows. Start Internet Explorer. 5. Service Pack 2 Installed the DSO Framer Control ActiveX and configured your web browser to support WordML Implemented BAdI Replace Editor (/IPRO/EDITOR) to set Microsoft Word as the default editor Created all variables needed in your content Generated the XML schema for Microsoft Word Procedure To install and register the DSO Framer Control ActiveX. Download the DSO Framer Package as described in SAP Note 1046791. proceed as follows: 1. To configure your Web browser. In Customizing for Document Builder Content Management. 7. Save the package file DsoFramer_KB311765_x86. 3.

5. 2.. Click Upload to save the text to the document repository.06. In the dialog structure. Save the text to the SAP default folder location. as defined in Options on the SAP GUI.SAP Solution Manager 4. see Adding Schemas to the Schema Library [Page 31]. TOC) and assign an order value less than other section order values. proceed as follows: 1. proceed as follows: . Editing Element Texts in DOCX You create DOCX texts for elements using Microsoft Word 2007 in Customizing. Create an element (for example. Specify the full-text type and the DOCX format. TOCELEMENT) with ELEMENT TYPE=B and include it in the TOC section. Click Create Text to start Microsoft Word with the appropriate XML tags. Result Microsoft Word starts with the appropriate XML tags. as defined in Options on the SAP GUI. 6.. Procedure . 6. Creating a Table of Contents in DOCX You use this procedure to create a DOCX table of contents. perform the activity under Regulation Sets and Elements Standard Elements Define Elements. 06. 1. Click Create Text to start Microsoft Word with the appropriate XML tags. 3. To add the schema to Microsoft Word. Click Upload to save the text to the document repository. To edit DOCX texts. Create a new section (for example.. In Customizing for Document Builder Content Management. see Defining XML Schemas [Page 30]. Result Microsoft Word starts with the appropriate XML tags. Procedure To generate the XML schema for Microsoft Word.2011 5. click Texts. Save the text to the SAP default folder location. Prerequisites You have done the following: Created all variables needed in your content Generated the XML schema for Microsoft Word. 4. SAP Document Builder: Business Scenario Configuration Guide 28 .. 2. To create a table of contents.

Save your changes. Adding Fill-Ins to DOCX Element Texts You create fill-ins to enable the system to provide data in element texts. create a full-text in WordML format.. 3. Adding Fill-Ins to WordML Element Texts You create fill-ins to enable the system to provide data in element texts. You can write text within the standard <clause> tags and select the tags that are displayed in the XML Structure pane. The XML structure reflects the XML schema you have created and contains all the required variables. Upload the element text to the IMG. 4.2011 3. SAP Document Builder: Business Scenario Configuration Guide 29 . The XML structure reflects the XML schema you have created and contains all the required variables. Prerequisites You have generated an XML schema and added it to the schema library in Microsoft Word. Procedure To add fill-ins to element texts. Procedure To add fill-ins to element texts. In Element Management. 3. Prerequisites You have generated a WordML schema and added it to the schema library in Microsoft Word. proceed as follows: 1. 2. create a full-text in DOCX format. In Element Management.06. Choose View Task Pane to display the XML structure. Create an element text by applying content schema and include Table of Contents from the Microsoft menu. 4. 2. You can write text within the standard <clause> tags and select the tags that are displayed in the XML Structure pane. The document must be error-free. as described in Defining XML Schemas and Adding Schemas to the Schema Library. Choose Developer Structure to display the XML structure. proceed as follows: .. The <contractDoc> and <clause tags> are created automatically. 1. as described in Defining XML Schemas and Adding Schemas to the Schema Library. The <contractDoc> and <clause tags> are created automatically.SAP Solution Manager 06.

Ensure you download the XML schema to the same location as the original one. select the relevant option. Prerequisites You have performed the following: Defining a Root Variable for a Content Defining Variables Procedure To define XML schemas. Defining XML Schemas You generate XML files and schemas for multiple purposes. In Customizing under Basic Functions Variables Output as WSDL. 06. you can regenerate the XML schema to reflect these changes. you use the SAP NetWeaver Exchange Infrastructure to exchange information in the form of XML files. When you integrate SAP Document Builder with other components.2011 The document must be error-free. Part of this information is based on the structure of the variable tree and is in WSDL. XML schema for Adobe LiveCycle Designer Adobe LiveCycle Designer requires an XML schema of a variable tree to map data. Save your changes. We do not recommend that you change variables after you generate an XML schema. 2. XML schema for Microsoft Word Microsoft Word requires an XML schema of a variable tree to map data. In this step. you define a root variable to describe a variable tree. 3.SAP Solution Manager 4. Run the report. XML schemas have a namespace defined by a URI. SAP Document Builder: Business Scenario Configuration Guide 30 . XML schemas are associated with XML documents and validate XML documents.06. In SAP Document Builder. as described in Adding Schemas to the Schema Library. URIs are based on the content name. Information Systems Display Result You can now add the new schemas to the schema library in Microsoft Word. you create the following XML files and schemas: WSDL As described in Defining a Root Variable for a Content. Choose XML Download to download the new schema to your local PC. proceed as follows: 1.

select the schema you want to link to the current document. If the interface panel is not displayed. Templates and Add-Ins. but they are not grouped by structures. perform the activity under Regulation Sets and Elements Standard Elements Define Elements.2011 Adding Schemas to the Schema Library You can add XML schemas to a schema library in Microsoft Word to support fill-in variables in elements. Prerequisites You have performed the following: Defining a Root Variable for a Content Defining Variables Defining XML Schemas Procedure To use XML schemas in Microsoft Word for one or more WordML documents.SAP Solution Manager 06. The interface panel contains all the variables you defined for a specific content. for example. choose Add Schema. You can copy HTML text from Microsoft Word 2003 into the BTF editor. the XML Structure interface panel is displayed on the right side of the screen. choose Tools 2. On the Microsoft Word menu bar. proceed as follows: 1. In the Add Schema dialog. Procedure To edit element texts in HTML. 4. To manage your schemas. choose View Task Pane. Result You can add XML tags to your Microsoft Word text that correspond to fill-in variables. 3. Choose Schema Library. Editing Element Texts in HTML You can create HTML texts for elements using the BTF editor in Customizing. In Customizing for Document Builder Content Management. The XML schema is marked as attached and its URI is displayed. Fill-in variables allow you to enter data. Under XML Schema. In the Schema Settings dialog. an amount. leave the Alias field blank and click Enter. 5.06. 2. You add new schemas or delete existing ones. you create an XML schema library in Microsoft Word as follows: 1. Prerequisites You have implemented BadI Replace Editor (/IPRO/EDITOR) to set the BTF editor as default. proceed as follows: 1. Click Enter to exit the dialog box. SAP Document Builder: Business Scenario Configuration Guide 31 . In the new document.

2. You can copy text from an HTML file on a Web site and paste it into Microsoft Word 2003. You do not insert contractDoc or clause tags into the overlay. 06. proceed as follows: In Micr osof t Wor d 20 03. footers. To create headers and footers. By selecting Web Page. Save As and save the document as XML.html).2011 You can insert fill-in variables when creating your texts. Filtered (*. c hoos e File Sav e as W eb Pag e. Result The BTF editor starts and you created your element text. 3. 4. 3. Enter a new file name with the suffix . For DOCX. 5. Save the text. the Microsoft Word 2003 application deletes tags from the file specific to Microsoft Word. and page numbers to your documents.SAP Solution Manager 2. Start Microsoft Word and choose File 2. choose Texts to write text for the selected element. select Web Page. you can insert a variable into the header or footer. 4. Save the filtered HTML file. In the dialog structure. proceed as follows: 1. Defining Overlays for WordML and DOCX Texts You create overlays to provide headers.html and under Save as type. Open the file and copy the contents in the SAP Document Builder BTF editor. choose File Save as Web Page.06. *. Specify the full text type and the HTML format. To copy and paste text from Microsoft Word 2003 into the BTF editor.htm. 1. In Microsoft Word 2003. Choose File New. Choose Create Text to start the BTF editor. proceed as follows: SAP Document Builder: Business Scenario Configuration Guide 32 . Filtered. Prerequisites You have performed the following: Defining XML Schemas Adding Schemas to the Schema Library Procedure To create a new Microsoft Word document.

2. Insert the logo or required text at header level. 4. 3. To format numbered lists. ensure the name styles are the same in all overlays. Insert the logo or required text at footer level. 06. 4. To format list styles for section headers. 5. proceed as follows: 1. To format bulleted lists. 2. Choose Format Bullets and Numbering. Select the Bulleted tab page. 5. a-z. proceed as follows: SAP Document Builder: Business Scenario Configuration Guide 33 . proceed as follows: 1. Choose Format Bullets and Numbering. Enter a list in the document. The specified number formatting is used as the default numbered list formatting in the assembled document. Save your changes. Enter the style information as follows: a. Click New Style to create a new style for the Lists of Section Headers. Choose Format Style and Formatting. To format font. 3. Save your changes. Select one of the available formats and click OK. Save your changes.SAP Solution Manager 3. The specified bullet formatting is used as the default bullet list formatting in the assembled document. Select the Numbered tab page. Do not use white spaces or underscores. A task pane is display the relevant styles and the related formatting information. and 0-9. Select one of the available formats and click OK. Style type: Paragraph b. 2. 7.06. Apply formatting for the tables. 6. Select the list. Enter a list in the document. Save your changes. 3. Select the list. Save your changes. proceed as follows: 1. Style for following paragraph: Normal 4. Enter a name containing the characters A-Z. 6. This creates a bulleted list with the applied bullet formatting.2011 4. 3. 5. proceed as follows: 1. 2. Style based on: Normal c. To insert tables. If you plan to create multiple overlays. Choose View Headers and Footers. This creates a numbered list with the applied number formatting. Choose Table Insert Table.

See SAP Note 1336593 for more information about the automatic generation of a table of contents in a WordML assembled document.SAP Solution Manager a. Choose Format Font. SAP Document Builder: Business Scenario Configuration Guide 34 . Font. 2. This new style is saved as a part of the file. The new style is added to the style list in the Style and Formatting task pane. choose Format 4. 3. 1. proceed as follows: 1. Save your changes. d. 06. Save your changes. Select all the content of the document body except the header and footer and delete it. Procedure To upload overlays. proceed as follows: .2011 b.. 2. proceed as follows: 1. To specify the list format. You need to specify this style name as a value for the SEC_TITLE_LIST_STYLE parameter in Customizing under Basic Functions Define Configuration Parameters. To format section headers.06. e. 2. 6. select a numbering format. f. This new style is saved as a part of the file. To number element titles. perform the activity under Document Management Define Overlays.. 5. To format font. c. Create an entry and click Manage Overlay Text to upload the previously created document. Enter the style information. 4. Save your changes. and click OK. 3. choose Format Numbering. Perform the steps that apply style formatting and use a different name for the new style. Prerequisites You have created a document containing the required document-level styling in Microsoft Word 2003 XML or DOCX format. Enter the font information. Save your changes. Uploading Overlays for WordML and DOCX Texts You upload new overlays to the SAP Document Builder system. Your XML overlay file now contains headers and footers. You need to specify this style name as a value for the CLS_TITLE_TEXT_STYLE parameter in Customizing under Basic Functions Define Configuration Parameters. Select the Numbered tab page. Perform the previous steps and use a different name for the new style. In Customizing for Document Builder Content Management. The new style is added to the style list in the Style and Formatting task pane. Save your changes.

SAP Document Builder: Business Scenario Configuration Guide 35 . perform the activity under Document Management Define Overlays. and references. as well as page numbers and watermarks. guidance. Create an entry and choose Manage Overlay Text to upload the previously created document. as described in Assigning Regulation Sets to Document Selections. prescription. 2.2011 Result You specify the overlay in Customizing under Document Management Selection Define Document Selections. A regulation set component is required to define elements. proceed as follows: 1. Procedure To define overlays for HTML texts. Prerequisites You have created an empty PDF document with Adobe Acrobat containing all the required document-level styling. Result You specify the overlay in Customizing under Document Management Selection Define Document Selections. Define Regulation Result You can assign one or more default regulation sets to a document selection. Document Group and Defining Overlays for HTML Texts You create overlays to provide headers and footers to your documents. In Customizing. perform the activity under Regulation Sets and Elements Sets.SAP Solution Manager 06.06. Example The FAR governs public procurement processes in the United States. Document Group and Defining Regulation Sets You can define regulation sets to group elements. Prerequisites You have performed the step Defining Contents. Procedure In Customizing.

but setting elements to Inactive. SAP Document Builder: Business Scenario Configuration Guide 36 . header. report. the following elements are available: Element Standard element Description The constituent piece of document. If a rule contains an inactive element. You edit them in WordML. as described in Ordering Elements in a Section. Elements marked Inactive are not used in new documents. document selection configuration. We recommend not deleting elements in a productive system. available to all authors An element available to a particular user A section of a document containing different information than the base element to which it is assigned A text element used as a section header A text element used as a section footer A format that enables users to enter data processed by the system and supports frames. Procedure In Customizing. table. You use rules and configuration to include an element as mandatory. In SAP Document Builder. or manually. perform the activity Basic Functions Element Types. but are available in draft documents to maintain continuity until the user validates the deletion by clicking Update Report.SAP Solution Manager 06. fill-ins.2011 Defining Element Types You define element types to describe the various parts of a document. which can be published in the form of clauses. Element types are used when you define element ordering. forms. and checkboxes A format that enables you to display data in tabular form An element for WordML content that contains the table of contents for a document. or reports. Elements can be included or excluded based on rules using Formula Builder.06. footer. or in HTML. the table of contents can be used for HTML content that uses third-party tools User element Alternate element Header Footer Form Report Table of contents You can set an element’s status to Inactive. SAP Document Builder ships with predefined element types such as element. Content-Independent Settings Define Defining Elements You define standard and alternate elements to build your document. and form. DOCX. it is not considered in the document generation process.

Select the Favorites folder under the SAP Easy Access Menu.SAP Solution Manager 06. For changes requiring workflow approval. You can specify whether a change requires workflow approval or not by implementing the BAdI Trigger Approval Workflow (/IPRO/MATERIAL). This is established in Customizing under Document Management Document Group and Selection Define Document Selections in the subfolder Sections. proceed as follows: 1. You must set the configuration parameter SEC_TITLES_ON with value Y. or using a rule. Prerequisites You have done the following: Performed the step Defining Regulation Sets Performed the step Editing Element Texts in WordML or Editing Element Texts in DOCX Procedure To create shortcuts. 6. Use section title text configured for the document selection. 3. Right-click to open the context menu. SAP Document Builder: Business Scenario Configuration Guide 37 . do one of the following: Configure an element as a header element. Draft or inactive elements are hidden. Active elements are available to document authors and can be included in a document. The Element field is used for element ordering within each grouping in a document section. whereas changes not requiring workflow approval are applied to the current element version. 5.2011 optional. To add the Document Builder Cockpit shortcut. enter /IPRO/WD_DOCB. Click Add other objects. This default ordering can be overwritten using the BAdI Define Element Ordering Sequence (/IPRO/ORDER_DEF). 2. To add the SAP Document Web Dynpro shortcut. Click Enter. When included as mandatory. enter /IPRO/WD_COCKPIT. Enter the technical name of the Web Dynpro application and a description. Select Web Dynpro Application. Element ordering is defined in Customizing under Document Management -> Document Ordering -> Define Ordering. optional. you can delete the element from the document. or recommended. A rule can be authored to include an element as mandatory. Plan your naming convention accordingly so the elements are ordered properly. a new element version is created. In a WordML or DOCX document. 4.06.

Rule By default. A rule for the element may include it. If the element does not have a default location and inclusion defined for a specific document format. it will not be considered for a document of that format. Note that this setting applies to all documents of this format. Optional The element is included in a document for this format and can be deleted. the element is not included in a document. the element will still be included in the document.SAP Solution Manager 06. You can define default values for element inclusion at the following two levels: Element format Document selection Element Format For each default element format. Setting Element Inclusion You can set default values for element inclusion. Settings at the document selection level override the default element level. However. If including this element in a document is contingent on a more complex rule. A rule for this element is evaluated in case the rule results in other actions that would include or exclude other elements. However. Mandatory elements cannot be deleted from a document while optional or recommended elements can. if any rule tries to explicitly exclude this element. if any rule tries to explicitly exclude this element. optional. this element is included as mandatory regardless of what its rule or any other rule determines. we suggest that you set this feature to rule and author a rule supporting the criteria. Settings The following settings are available: Mandatory The element is included in a document and cannot be deleted. this element is included as optional regardless of what its rule or any other rule determines. or recommended. For example. For example. Rules may be authored to include an element as mandatory. or rule) to include this element in a document format. you must define a setting (mandatory.2011 Using this configuration makes defining standard elements for the sections headers an obsolete step. including section headers or forms that are unique to this document but not required by all documents of the same format.06. the element will still be included in the document. a Standard Form 33 may not be mandatory at the default element level but could be mandatory at the document selection level. For example. A rule associated with this element is evaluated in case the rule results in other actions that would include or exclude other elements. Document Selection For each document selection. These settings enable you to add elements. This allows for more sophisticated logic to determine if and which circumstances include an element. you can define one setting per element. optional. This setting overrides any rule that tries to include or exclude this element. The rule setting also explicitly supports excluding an element. SAP Document Builder: Business Scenario Configuration Guide 38 .

2011 The above-mentioned settings can be applied at the document selection and element level to override the settings of the default element format. The following settings are available: Mandatory Overrides any setting at the element format level. Choose Element Properties in the dialog structure. The element can be deleted from the document. Set the relevant inclusion attribute for the selected element. 5. Choose Element Format in the dialog structure. Optional Overrides any setting at the element format level. 2. SAP Document Builder: Business Scenario Configuration Guide 39 . This element rule is evaluated as described above for rule side effects. Save your entries. Select an existing element or create a new one. Create a new entry. You can manually insert and mark elements as mandatory. However. Rule Overrides any setting at the element format level.SAP Solution Manager Settings 06. 5. Set the relevant inclusion attribute for the selected element. 4. Save your entries. Perform the Customizing activity for Document Builder Content Management under Regulation Sets and Elements Standard Elements Define Elements.06. 6. Select an existing element or create a new one. optional or rule that is used for this particular document selection and that may be different than the element format default. 2. Create a new entry. 4. Procedure Proceed as follows for setting default inclusion at the element format level: 1. 3. However this element is included as mandatory in the document regardless of its associated rule or any other rule. This allows Content Managers to override a setting at the default element format level. 3. Proceed as follows for setting default inclusion at the document selection level: 1. 6. The element cannot be deleted from the document. this element is included as optional in the document regardless of its associated rule or any other rule. Perform the Customizing activity for Document Builder Content Management under Document Management Document Group and Selection Define Document Selections. This element rule is evaluated as described above for rule side-effects.

3. Defining Element Properties You can create custom properties and assign them to elements to further order elements in a section. In each section. Document SAP Document Builder: Business Scenario Configuration Guide 40 . you can refer to this property in Customizing under Document Management Ordering Define Ordering. Select the relevant element. In the dialog structure. Result You can assign the property to a specific element. Perform the activity in Customizing for Document Builder Content Management under Regulation Sets and Elements Standard Elements Define Elements. To do so. you can order elements based on the following: The regulation set to which they belong The element type Any element property. Document Ordering Result You can associate the new ordering with one or more document selections by performing Customizing under Document Management Document Group and Selection Define Document Selections. Prerequisites You have performed the step Defining Elements. perform the activity under Regulation Sets and Elements Define Properties. proceed as follows: 1. perform the activity under Document Management Define Ordering.2011 Ordering Elements in a Section You can associate a document ordering with a document selection to tell the system how to order elements within a section when a document is created. as defined in Defining Element Properties Prerequisites You have performed the following: Defining Regulation Sets Defining Document Formats Procedure In Customizing. Also. Procedure In Customizing. 2. choose Properties and assign the property to the element.SAP Solution Manager 06.06.

Procedure Before you assign a prescription and/or a guidance to an element.06. you must assign it to a regulation set. Result You can view the prescription and guidance texts on the user interface as follows: 1. Prerequisites You have performed the step Defining Elements. Create an entry and go one step back. In contrast. Standard 2. In the dialog structure. Define 2. SAP Document Builder: Business Scenario Configuration Guide 41 . Choose Document Summary. perform the activity under Regulation Sets and Elements Elements Define Elements. and Guidance. 2. Select a document in a specific content. proceed as follows: 1. Defining References You define help texts to describe variables.2011 Defining Prescriptions and Guidance You can define prescriptions and guidance and assign them to the relevant elements. To do so. proceed as follows: 1. a guidance is a variant of a prescription. Prerequisites You have performed the step Defining Variables. 3. perform the activity under Regulation Sets and Elements References. Example An organization has three locations and each location uses the same prescription but interprets it slightly differently. there would one prescription and three different guidance texts. In this case. 4. Prescriptions. You can either create a text from scratch or upload an existing text from your PC. A prescription is a text assigned to an element that describes how an element should be used and how it should included in a document. To assign a prescription and/or a guidance to an element. In Customizing. Select an element in the list. Prescription and guidance texts are not assembled. Choose Print Preview. click Prescription or Guidance and create a new entry. In Customizing.SAP Solution Manager 06.

SAP Solution Manager 06. In the dialog structure. and Award Prerequisites Before you can start designing forms. Procedure To define alternate elements. Offer.06. frames. fill-ins. Defining Alternate Elements You define alternate elements as variants of the standard elements to which they are assigned. proceed as follows: 1. you have performed the following: Installed the SAP Adobe LiveCycle tool Created the associated variables in Customizing under Basic Functions Variables Define Variables Created a form element in Customizing under Regulation Sets and Elements Standard Elements Define Elements and assigned the related variables Run report Display Output as WSDL (/IPRO/OUTPUT_WSDL) and generated a form XML schema if you opted for an XML interface Set up the RFC destination for the Adobe LiveCycle PDF Generator (LC ADS GEN). perform the activity under Regulation Sets and Elements Prescriptions. Prerequisites You have performed the step Defining Elements. the form is standalone and not part of a complex document. SAP Document Builder: Business Scenario Configuration Guide 42 . Result You can associate the newly created reference with the relevant variable by performing Customizing under Basic Functions Variables Define Variables. This connection is type G (HTTP connection to external server). and checkboxes. Define References. and Guidance. select an existing Form and Report Elements Forms and reports are an integral part of document content and can be inserted into complex contract documents to support data entry. In Customizing under Regulation Sets and Elements element. You can define forms as output types.2011 Procedure In Customizing. The following are examples of US government forms: SF26 Award/Contract SF30 Amend/Mod SF33 Solicitation. Forms are defined as elements in Customizing. 2. click Alternate Elements. You assign one or more alternate elements to an element. Define Elements.

. Select the XML Schema-Based Interface type. 1. In the File field. Result You can embed forms into an assembled document with an assembly tool. specify the path of the XML schema you have created in Defining XML Schemas and choose Load. you use Form Builder enhanced with Adobe LiveCycle. You can assign one interface to a form. Select the Interface tab page to view the newly generated interface. Prerequisites You have performed the following: Defining a Root Variable for a Content Defining Variables Defining XML Schemas [Page 30] Procedure To define form interfaces. SAP Document Builder supports the PDF forms. With this tool. you design the forms. map the relevant data in SAP Document Builder to the form. To implement forms successfully. SAP Document Builder: Business Scenario Configuration Guide 43 .SAP Solution Manager 06. You cannot assemble PDF forms in the final PDF with the Apache/FOP renderer.06.. This solution is known as SAP Interactive Forms by Adobe. Select Interface and choose Create. 5. You can create separate PDF attachments. 4. 6. 2. and include required logic. Enter the name of the interface and a description. but an interface can be used by more than one form. 7. 8. proceed as follows: 3. A form interface enables you to map SAP Document Builder variables to form fields.2011 Activities . you can merge elements of different formats into a PDF. To design forms or reports. Defining Form Interfaces You define form interfaces for SAP Interactive Forms by Adobe on the basis of previously defined schemas. but they are not embedded into the assembled PDF file. More Information See Customizing under Basic Functions Output Control Define Output Definition and Regulation Sets and Elements Standard Elements Define Elements. Run transaction Form Builder.

you can create subroutines. as described in Defining XML Schemas Created a form interface. 3.2011 Adding Fill-Ins to SAP Interactive Forms by Adobe You create fill-ins to enable the system to provide data in SAP Interactive Forms by Adobe. Design and Mapping Issues Design and Mapping Form Builder is launched from Customizing when you select a newly created form and choose Edit Form. SAP Document Builder: Business Scenario Configuration Guide 44 . which can be either ABAP Dictionary-based. or SmartForms compatible. ABAP code is converted to XML and sent to Adobe LiveCycle.SAP Solution Manager 06. The interface enables you to map the form fields to the associated variables in the SAP Document Builder system. 2. as described in Defining Form Interfaces Installed SAP Interactive Forms by Adobe SAP Interactive Forms by Adobe is based on transaction Form Builder enhanced with Adobe LiveCycle Designer. A form can only have one interface. Choose Save. specify code initialization to handle mapping. In Form Builder. whereas an interface can be used by multiple forms. the Body Page on the right pane the form you want to design. Save your changes and choose PDF Preview on the right pane to view the form in PDF format. In Form Builder. and define import and export parameters. 4. Enter a description and an existing form interface when prompted. Prerequisites You have done the following: Generated a form schema. Run transaction Form Builder. where it is finally saved as XML. proceed as follows: 1. Defined the RFC connection to Adobe Document Server using transaction RFC Destinations Procedure To add fill-ins to SAP Interactive Forms by Adobe. 6.06. Select Layout to view the work area: the Data View on the left pane displays the Document Builder variables. 7. you design the form and define the related interface. 5. You can drag and drop variables from the Data View to the Body Page on the empty form. Select Form and choose Create. XML.

see the following on SAP Help Portal at http://help. For example. 2. By doing so. To define a report element. When the form is embedded in the assembled document. created on the Form Interface tab page. Create an output type for the subject report. a form may be either a PDF attachment to the document output or an element in the assembled document output. Create an element that has the element type Report. then the form is an element contained in the document. Note that the assembly server must be able to support the technical features of merging this PDF with other files to create the document output PDF file. proceed as follows: 1.SAP Solution Manager 06. the line items in a contract may be considered to be a report. If the form is a PDF attachment. you allow form field data to be posted back to the SAP Document Builder system. you must implement Business Add-In (BAdI) Generic Output Interface (/IPRO/OUTPUT). contains a table of information formatted to satisfy business requirements. Web Service Definition Using transaction Maintain Services. after which you assign the variable values to the variables under Initialization Initialization. SAP Document Builder forms require the following import and export parameters: Import Parameters PT_TOC_ENTRY with type /IPRO/TT_TOC_ENTRY PT_PARAM with type /IPRO/TT_VAR_PAIR (contains all SAP Document Builder variables associated with the form element) Variable Definition You define variables for each SAP Document Builder variable under Global Definitions Global Code Data. also be referred to as a schedule.06. Form Representation As described above.com: SAP NetWeaver by Key Capability Services Smart Forms Application Platform by Key Capability Business Business SAP NetWeaver by Key Capability Application Platform by Key Capability Services Interactive Forms by Adobe SAP Document Builder: Business Scenario Configuration Guide 45 . you create a Web service to be used for all forms whose URL must be linked to the Submit button in the form.sap.2011 Interface Definition In the interface definition. Report Elements A report. File Output The output is a PDF file. Export Parameters /1BCDWB/FORMOUTPUT with type FPFFORMOUTPUT See Also For more information.

SAP Solution Manager 06.06. 3. Document Management Document Group and Selection Define Document Groups and Define Document Selections Document groups enable you to group document selections and to display only those documents that are relevant to an author. You can define the following procurement documents: RFx. SAP Document Builder: Business Scenario Configuration Guide 46 . Document Management Document Ordering Define Ordering Specifies how elements should be ordered overall or by section in the document. RFI. C. B. whereas document selections are unique combinations of document types and document formats containing default properties such as style. and ordering. Document Management Define Document Types Document types enable you to distinguish documents in a particular area. Result You can create the documents required by your organization. 4. Document Management Style Management Define Styles Styles include a list of parameters containing specific information on font and paragraph formatting. and RFQ. and other features. indent.2011 Establishing a Document Structure You define the structure of a document based on the following: Type Format Selection Styles Overlay Ordering Procedure Perform the following steps in Customizing under: 1. sections. 1. 6. RFP. Sections are used to structure documents. 5. 2. Document Management Style Management Define Overlay Specifies the headers and footers for a document. Document Management Define Document Formats and Sections Document formats enable you to specify for what purpose documents are used. You can define sections A. and 3. overlay. 2.

06. Defining Document Formats You define document formats to structure documents using sections. Procedure In Customizing for Document Builder Content Management. Define Document Format Result You can combine the document format with a document type into a document selection. perform the activity under Document Management Define Document Types. Prerequisites You have performed Defining Contents. Result You use document types in combination with document formats to define document selections. perform the activity under Document Management and Sections. Document formats are used in combination with document types to define document selections. Prerequisites You have performed Defining Contents. Example Commercial Construction Uniform Contract Format (UCF) SAP Document Builder: Business Scenario Configuration Guide 47 . as described in Defining Document Selections.SAP Solution Manager 06. Procedure In Customizing.2011 Defining Document Types You use document types to categorize documents.

for example. In the dialog structure. You configure default properties such as style. clauses. Prerequisites You have performed Defining Contents.06. perform the activity under Document Management Selections. and forms. overlay. and ordering. perform the activity under Document Management Define Document Groups. SAP Document Builder: Business Scenario Configuration Guide 48 .SAP Solution Manager 06. specify the following: Document type and format Sections (based on the selected document format) Document group Define Document Result You have a flexible framework that enables you to structure complex documents and create the related elements. Prerequisites You have performed the following: Defining Contents Defining Document Types Defining Document Formats Defining Document Groups Procedure In Customizing.2011 Defining Document Groups You define document groups to categorize document selections. reports. Procedure In Customizing. Defining Document Selections Document selections are a unique combination of document style and document format.

Define Assigning Elements to Document Selections You assign elements to a document selection. Mandatory The system always includes the element using the current document selection.2011 Assigning Regulation Sets to Document Selections You assign one or more regulation sets to a document selection to add the required elements to a document.SAP Solution Manager 06. 2. the inclusion defined at element level is overridden in Customizing under Regulation Sets and Elements Standard Elements Define Elements. select Element Properties. For each element. proceed as follows: 1. 2. select Default Regulation Sets. A document selection determines the elements to be included in a document. check one of the following inclusion attributes: Rule The system evaluates a rule to determine whether the element must be included. In Customizing under Document Management Document Group and Selection Document Selections. In Customizing under Document Management Document Group and Selection Document Selections.06. Specify the relevant regulation sets. A document is generated in the context of a particular document selection. You perform this step when the inclusion criterion for the element is unique for this document. Prerequisites You have performed the following: Defining Elements Defining Document Selections Procedure To assign elements to document selections. proceed as follows: 1. In this case. Prerequisites You have performed the following: Defining Document Selections Defining Regulation Sets Procedure To assign regulation sets to document selections. The Define SAP Document Builder: Business Scenario Configuration Guide 49 .

Optional The system always includes the element using the current document selection.06. Procedure In Customizing. Prerequisites Documents are available in the system. perform the activity under Document Management Notify Agent Prior to Document Expiration. You can author both simple and complex rules. perform the activity under Regulation Sets and Elements Define Rules.2011 included element cannot be deleted under the Element Summary tab page on the user interface. Additional functions are by the relevant BadI SAP Document Builder: Business Scenario Configuration Guide 50 . You can set variables with values to support advanced logic requirements. Rule Management Features The following features apply to your rules: Authored in a specific structure and syntax Test a condition to take action Nested by means of the TRUE and FALSE actions to test another condition Use functions to perform TRUE and FALSE actions.SAP Solution Manager 06. You use the document selection as a parameter in the rule to determine clause inclusion/exclusion using this criterion. Document Expiration Defining Rules You use this process to create rules. SAP Document Builder uses Formula Builder. Rule evaluation enables you to add elements to and exclude elements from a document. You can build virtually any rules. Elements are assigned to rules. a built-in formula editor. Procedure In Customizing. which may be based on an interpretation of the associated prescriptions or guidance. Prerequisites You have performed Defining Variables and Defining Elements. to perform rule evaluation. Setting Document Expiration You notify a document owner of released documents about to expire in a specific content or in all contents. The included element can be deleted under the Element Summary tab page on the user interface. regardless of complexity.

<>.06. Select a conditional statement in the middle of the screen or in the right pane. a true action. You can use various search criteria. the procedure has been broken down into subprocedures. 3. ) 4.2011 Authored in normal and in expert mode. ) 5. select the IF function. Building a Conditional Statement To build a conditional statement. The formula is displayed as follows: IF(VAR1=’X’. The formula is displayed as follows: IF(VAR1. proceed as follows: 1. . . The function is displayed as follows on the upper part of the screen: IF( . False Action) You can use the following functions and conditions: Include Mandatory Element Include Optional Element Include Recommended Element Exclude Element Is Value in Table Is Element Included Is Element Excluded Is Precondition Valid Is Value in Table AND OR NOT =. You can for example filter variables by type. ) SAP Document Builder: Business Scenario Configuration Guide 51 . Select a variable in the left pane. ) 2. The formula is displayed as follows: IF(VAR1=.SAP Solution Manager 06. expert mode enables you to type rules directly Refer to the evaluation of another rule Structure The structure of a rule contains a conditional statement. and a false action: IF(Conditional Statement. True Action. < For the sake of clarity. On the function panel in the middle of the screen or in the right pane. . Select String to enter a character string (for example X). search for text contained in a variable or sort variables. >. The cursor is automatically positioned between the opening parenthesis and the first comma. .

For more information. At least one document group has been set up. Your formula could look like this: IF(VAR1=’X’ OR VAR2=’X’.06. proceed as follows: 1. Building a FALSE Action Perform the same steps as above for building a TRUE action. the ALV provides you with a set of tools that enables you to print data. Save your formula. Finish the conditional statement by going through the steps 4 to 6. 2. Building a TRUE Action Select a function in the right pane (for example INCLUDE_MANDATORY_ELEMENT). Run Extended Content Check This report enables content managers to check whether the following are true: The selected content has a structure variable assigned as the root variable. At least one regulation set has been set up. INCLUDE_MANDATORY_ELEMENT (REG1 CLAUSE 1A)) 3. SAP Document Builder: Business Scenario Configuration Guide 52 . 06. Position your cursor after the function and between the opening and closing parenthesis. Your formula should look like this: IF(VAR1=’X’ OR VAR2=’X’. After you run a report. At least one ordering has been set up. Position your cursor after the last comma and go through the second step. At least one document selection has been set up. The configuration parameters have been maintained. At least one document number range has been set. At least one element ordering per ordering has been set up. see Customizing under Content Checks. INCLUDE_MANDATORY_ELEMENT ()) After selecting a function. Result You have built a formula that you can use to determine element inclusion or exclusion. Your formula should look like this: IF(VAR1=’X’ OR VAR2=’X’.SAP Solution Manager 6. ) 8. You can use the Show me filter to display only elements. Document Content Checks Customizing contains a set of reports the content manager can use to check document content for errors and to create hands-on lists. Select the next logical statement in the right pane.2011 7. Select the relevant element in the left pane. export data. or send data as an attachment.

2011 Prerequisites You have performed the following activities in Customizing under Basic Functions Basic Functions Basic Functions Variables Define Variables Set Document Number Ranges Content-Independent Settings Define Configuration Parameters Regulation Sets and Elements Document Management Document Management Define Regulation Sets Define Document Groups Document Group and Selection Define Document Selections Define Ordering Define/Change Document Ordering Activities To perform a content check. Run Extended Content 2. and run the report. The system displays all the variables and their attributes in the selected content. Prerequisites You have performed the activity in Customizing under Basic Functions Variables and defined the relevant variables. Enter the relevant content and run the report.SAP Solution Manager 06. Enter the relevant content. specify the variable type.06. Perform the activity in Customizing under Content Checks Check. The system displays a list of the performed checks and their results. proceed as follows: 1. List Structure and Related Variables This report enables content managers to list all of the structure variables as well as the included variables. proceed as follows: 1. You choose to list a specific variable type or all variables. Perform the activity in Customizing under Content Checks List all Variables. Variables Define SAP Document Builder: Business Scenario Configuration Guide 53 . 2. Prerequisites You have performed the activity in Customizing under Basic Functions Variables and defined the relevant variables. Variables Define Activities To list the variables in a content. List Variables This report enables content managers to list all the variables in the selected content.

proceed as follows: 1. SAP Document Builder: Business Scenario Configuration Guide 54 . Run List Structure Variables 2.SAP Solution Manager 06. proceed as follows: 1. Perform the activity in Customizing under Content Checks and Related Variables. List Variable-Reference 2. List Variable-Reference Associations This report enables content managers to list all the variable-reference associations in the selected content. The system displays all the standard elements and their attributes in the selected content. Enter the relevant content and run the report. Perform the activity in Customizing under Content Checks Check. Enter the relevant content and run the report. List Standard Elements This report enables content managers to list the standard elements and their attributes in the selected content. The system displays all the variables and the related references in the selected content. Prerequisites You have performed the activity in Customizing under Basic Functions Elements Define Elements and defined the relevant elements. Run Extended Content 2.2011 Activities To list a structure variable and the variables included in that structure. The system displays all the structure variables and related variables in the selected content. proceed as follows: 1. Perform the activity in Customizing under Content Checks Associations. Enter the relevant content and run the report. Prerequisites You have performed the following activities in Customizing under Basic Functions and associated the variables with the relevant references: Define Variables Link References to Variables Variables Activities To list variable-reference associations. Regulation Sets and Activities To list all of the standard elements in a content.06.

2. Enter the relevant content and run the report. SAP Document Builder: Business Scenario Configuration Guide 55 . Check Document Selections This report enables content managers to check document selections for errors. The system displays all the rules in the selected content. Regulation Sets and Activities To list all of the rules in a content. proceed as follows: 3. proceed as follows: 1. 2.SAP Solution Manager 06. Document Activities To check your document selections for errors. including the code. The system displays all the document selections in the selected content. Perform the activity in Customizing under Content Checks Check Document Selections. proceed as follows: 1. Enter the relevant content and run the report.06. 4. Prerequisites You have performed the activity in Customizing under Basic Functions Elements Rule Management Define Rules. Prerequisites You have performed the activity in Customizing under Document Management Group and Selection Define Document Selections. Document Activities To list document selections and their details. Perform the activity in Customizing under Content Checks List Rules. Prerequisites You have performed the activity in Customizing under Document Management Group and Selection Define Document Selections. Perform the activity in Customizing under Content Checks List Document Selections. The system displays all the document selections in the selected content.2011 List Rules This report enables content managers to list all of the rules in the selected content. List Document Selections This report enables content managers to list all the document selections and their details in the selected content. Enter the relevant content and run the report.

documents. Perform the activity in Customizing under Content Checks Undetermined Rules. Notify Content Manager for 2.SAP Solution Manager 06.06. documents. If there are errors to be reported. and templates if you want to use statuses other than the statuses delivered by SAP. you ensure that errors are written to the log. proceed as follows: 1. By assigning the value ‘X’ to the configuration parameter APP_LOG. Activities To ensure that an e-mail is sent to the content manager in case errors occur upon document generation. Workflows SAP Document Builder ships with a range of preconfigured workflows that are triggered when changes are made to elements. You can set up this report to run as a batch job. and templates. and run the report. Enter a valid date range and the relevant content.2011 Notify Content Managers for Rules that Cannot Be Determined You use this report to enable content managers to check the application log to which errors are written when an author generates a document and the system cannot do the following: Determine whether to either include or exclude an element based on a rule Find a variable referred to in a rule Find an element referred to in a rule Prerequisites You have defined the following settings in Customizing under Basic Functions Define Configuration Parameters: Configuration Parameter CM APP_LOG Parameter Value Content manager’s user name X You specify the contact person’s ID when you assign the content manager’s user name to the configuration parameter CM. In addition to the standard workflows. In Translation is an example of a user-specified status that can be added to the list of delivered statuses for elements. an e-mail is sent to the inbox of the Business Workplace of the relevant contact person. The following preconfigured workflows are available: SAP Document Builder: Business Scenario Configuration Guide 56 . you can also define user-specified statuses and corresponding workflows for elements.

Workflows are started when an active element is changed in a template. new or changed documents require approval by one person. SAP Document Builder: Business Scenario Configuration Guide 57 .06. new or changed templates require approval by one person. Workflows Supporting the Element Change Process The following workflows are started after an element has been released. Workflows Supporting the Template Approval Process Based on your Customizing settings. You can activate the template approval workflow at content level in Customizing for Document Builder Content Management under Basic Functions Define Contents. 0-Step Approval Workflow for Template (40400019) If this workflow is active. new or changed elements require approval from more than one person. 0-Step Approval Workflow for Template (40400023) If this workflow is active. one of the following workflows is started after a document has been released and all element modifications have been approved: One-Step Approval Workflow for Document (40400006) If this workflow is active. one of the following workflows is started after a template has been released: One-Step Approval Workflow for Template (40400012) If this workflow is active. documents are automatically approved.2011 Object SAP Document Builder Document Workflow Automatic Approval (WS40400020) One-Step Approval (WS40400006) SAP Document Builder Template Automatic Approval (WS40400019) One-Step Approval (WS40400012) SAP Document Builder Element Automatic Approval (WS40400023) N-Step Approval (WS40400009) Custom Element Automatic Approval (WS40400033) One-Step Approval (WS40400025) Workflows Supporting the Document Approval Process Based on your Customizing settings.SAP Solution Manager 06. A list of all affected templates is displayed and you can select which templates you want to update. elements are automatically approved. templates are automatically approved. You can activate the document approval workflow at content level in Customizing for Document Builder Content Management under Basic Functions Define Contents. meaning that the status has been set to Active: N-Step Approval Workflow for Template (40400009) If this workflow is active. 0-Step Approval Workflow for Document (40400020) If this workflow is active. A new version is created for all updated templates and a workflow is started for each individual template.

0-Step Approval Workflow for Custom El. the following workflows are used and started when an active standard element is changed in a document: One-Step Approval WF for Custom El. Procurement for Public Sector (PPS). General Application Functions Document Web Services You use Web services on various platforms to exchange data over the Internet. Click the arrow next to the Workflow field. You can activate the element change workflow at element level by setting the relevant checkbox in Customizing for Document Builder Content Management under Basic Functions Regulation Sets and Elements Standard Elements Define Elements. (40400025) If this workflow is active. new or changed custom elements require approval by one person. This port must correspond to the one you defined in Customizing for SAP Supplier Relationship Management under SRM Server Cross-Industry Functions Integration with SAP Document Builder Set Up Integration with SAP Document Builder. The Web service Old Proxy Method Used as Web Service (/IPRO/CALL_DOCB) allows SAP Document Builder to be called by SAP Supplier Relationship Management (SAP SRM). Checking Workflows You use this to check available workflows.SAP Solution Manager Custom Elements 06. Navigate to Cross Application Components Builder. You must use the default Business Add-In (BAdI) implementation under Customer SAP Document Builder: Business Scenario Configuration Guide 58 . In the PPS system. 3.2011 For custom elements. proceed as follows: 1.06. the proxy is called CO_IPRO_CALL_DOCB. Run transaction Workflow Builder. SAP Document Builder integration is only provided by PPS. see SAP Note 1084258. Procedure To check workflows. custom elements are automatically approved. Define the logical port for the client proxy in the PPS system using transaction Maintain Logical Ports. To complete configuration. Currently. do the following: Check the client proxy in the system from which you call the web service using transaction Object Navigator. 2. You can check it in transaction Web Service Administration. For more information. (40400033) If this workflow is active. You can define user-specified statuses by implementing Business Add-In (BAdI) BADI for User Status Management (/IPRO/WFL_USRSTATUS).

Procedure To integrate SAP Document Builder with PPS. SAP Document Builder: Business Scenario Configuration Guide 59 . proceed as follows: 1. and has the following parameters: INPUT XML message created using the Web Services Description Language (WSDL) report (/IPRO/OUTPUT_WSDL) in Customizing and downloaded to a local PC OUTPUT Field structure corresponding to the variable structure contained in the above XML message and supplemented with the GUID and version fields Prerequisites You are authorized to perform this activity.SAP Solution Manager Enhancements (BAdIs) Integration with SAP Document Builder with SAP Document Builder. 06. 2.2011 Set Up Integration Prerequisites You have done the following: Defined the required variables for your content in Customizing under Basic Functions Variables Define Variables Generated the WSDL in Customizing under Basic Functions Systems Display Output as WSDL Variables Information You can manage Web services if you have the Web Service Administrator role (SAP_BC_WEBSERVICE_ADMIN). Define the logical port for the client proxy. Procedure To check available Web services. Procurement for Public Sector (PPS). see SAP Help Portal under SAP NetWeaver 7. Run transaction Web Service Administration for SOAP Runtime.06. Define a client proxy in the system from which you want to call the Web service.0 Glance IT Scenarios at a Glance Enabling Enterprise Services. More Information For more information. SAP NetWeaver at a Using Old Proxy Method Used as Web Service You use this to integrate SAP Document Builder with SAP Supplier Relationship Management (SAP SRM). Checking Web Services You use this to check the available Web services and to activate Web service Old Proxy Method Used as Web Service (/IPRO/CALL_DOCB). proceed as follows: 1.

Specify the package. Set the Default Port checkbox. Save the proxy as a local object and activate it. Specify the client proxy CO_IPRO_CALL_DOCB. you create a client proxy in the customer namespace in the system from which you want to call the web service. check whether the Web service Old Proxy Method Used as Web Service (/IPRO/CALL_DOCB) is available. This proxy is based on the XML message created using the WSDL report (/IPRO/OUTPUT_WSDL) and containing a variable structure. Procedure To define logical ports. Defining Client Proxies To set up the integration with an external system. the data types defined in Customizing are automatically generated and mapping is available.2011 2. 6. Defining Logical Ports You use this to configure the logical port in the SAP Supplier Relationship Management (SAP SRM). 3. Select a package. SAP Document Builder: Business Scenario Configuration Guide 60 . The port must be the same as the one defined in Customizing under SRM Server Cross-Industry Functions Integration with SAP Document Builder Set Up Integration with SAP Document Builder. Select Local File and upload the XML message. 2. 3. Run transaction Object Navigator. Enterprise Service / Web Result The external system is connected to the SAP Document Builder system. Procedure To define client proxies. proceed as follows: 1. proceed as follows: 1. Upload the XML message. 7. Run transaction Maintain Logical Ports. Procurement for Public Sector (PPS) system for the Web service Old Proxy Method Used as Web Service (/IPRO/CALL_DOCB). 2. Under SOAP Application for RFC-Compliant FMs. 4.06. Right-click to open the context menu and choose Create Service Proxy Object. Once activated.SAP Solution Manager 06. 5. Activate the service. 3.

06.2011 Integration with SAP NetWeaver Exchange Infrastructure The SAP NetWeaver Exchange Infrastructure (SAP NetWeaver XI) is middleware that enables you to do the following: Connect both SAP and non-SAP systems to each other in a heterogeneous system landscape Transform message content between sender and receiver systems. proceed as follows: 1. SAP Document Builder: Business Scenario Configuration Guide 61 . Log on to your SAP NetWeaver XI system and run transaction Integration Builder.0. Business content is transferred in the form of XML messages. To change the interface data structures according to your needs.. SAP SRM provides interfaces for the following: Contracts Purchase orders RFx To access the interface data structures. Prerequisites You have done the following to exchange XML messages: Defined the required variables for your content in Customizing under Basic Functions Variables Define Variables Generated the WSDL file in Customizing under Basic Functions Information Systems Display Output as WSDL Variables Inbound and Outbound Interfaces Currently. choose Integration Builder: Design Integration Repository and expand the SAP SRM Server 6. systems are connected to SAP NetWeaver XI by special classes called proxies Exchanging XML Messages The core of the SAP NetWeaver XI infrastructure is a message-oriented communication based on HTTP.0 node and the following subordinate nodes on the Objects tab page: Procurement Global > Interface Objects > Message Interfaces PurchaseOrderLegalDocumentRequest_Out (outbound) PurchaseOrderLegalDocumentRequest_Notification (inbound) Sourcing Global > Interface Objects > Message Interfaces Message InterfacesRFQLegalDocumentRequest_Out (outbound) RFQLegalDocumentRequest_Notification (inbound) Contract Management Global > Interface Objects > Message Interfaces PurchasingContractLegalDocumentRequest_Out (outbound) PurchasingContractDocumentRequest_Notification (inbound) 3. To check the interface data structures delivered for SAP SRM Server 6.SAP Solution Manager 06. 2. The structure of a message is determined by the interface data structure that is used. choose Integration Builder: Design Integration Directory.

The following graphic illustrates a typical mapping process: Procurement for Public Sector (PPS) SAP NetWeaver XI SAP Document Builder Business Function Outbound Interface Technical Mapping Inbound Interface Processing* Inbound Interface Technical Mapping Outbound Interface *Create documents and attachments. The data exchange is performed from SAP Document Builder to the external application using SAP NetWeaver XI. Exported the file to SAP NetWeaver XI.Monitoring enables system administrators to do the following: SAP Document Builder: Business Scenario Configuration Guide 62 . Generated the corresponding variable tree by means of the WSDL generator in Customizing for Document Builder Content Management under Basic Functions Variables Information Systems Display Output as WSDL. The SAP Document Builder outbound interface is mapped to the SAP SRM inbound interfaces. Process Flow 1.. Saved the file to your local PC or server. Prior to mapping.06. 2. 1. Mapping consists of assigning SAP Document Builder fields to fields from an external SAP NetWeaver XI message. By doing so.2011 Mapping To transform message content. 3..SAP Solution Manager 06. you must have done the following: . Monitoring XML Messages Transaction Integration Engine . mapping is required. An XML file containing the business information you have entered in SAP SRM is created and sent to the SAP Document Builder inbound interface. 3. which should be performed by SAP NetWeaver consultants only. 2. The SAP SRM outbound interfaces are mapped to the corresponding data type in SAP NetWeaver XI. The interface here is determined by the one used in the inbound process. you generate the required mapping fields automatically instead of building up the tree manually.

sap. then in production mode. SAP Document Builder: Business Scenario Configuration Guide 63 . More Information See the following documents in SAP Library for SAP NetWeaver at http://help.0 SAP NetWeaver by Key Capability Capability SAP NetWeaver Exchange Infrastructure SAP NetWeaver 7. Activities Run Extract Document Builder Documents in test mode.0 SAP NetWeaver at a Glance Enabling Enterprise Services Process Integration by Key IT Scenarios at a Glance Document Archiving This section describes how to delete obsolete SAP Document Builder documents from your system.com: SAP NetWeaver 7.06. A system administrator uses one of the following: Extract Document Builder Documents (/IPRO/DOCB_WRI) Delete Document Builder Documents (/IPRO/DOCB_DEL) Notify Processor Prior to Document Expiration (/IPRO/DOC_EXPIRE) Extract SAP Document Builder Documents This report enables you to create an archiving object for the SAP Document Builder documents to be deleted from your system. Delete SAP Document Builder Documents This report enables you to delete archived SAP Document Builder documents. as well as in the SAP NetWeaver XI system.SAP Solution Manager 06. The report generates a file containing all the SAP Document Builder documents to be deleted. then in productive mode. Activities Run Delete Document Builder Documents in test mode. Prerequisites You have run Extract Document Builder Documents (/IPRO/DOCB_WRI). Prerequisites SAP Document Builder documents are available in the system.2011 Monitor the message flow between the sender and receiver systems in SAP NetWeaver XI Track errors and statuses This transaction is available in both sender and receiver systems.

the threshold value is set to 3.2011 Notify Processor Prior to Document Expiration This report enables you to retrieve all released contracts that are due to expire and notify the responsible agents using e-mail. Document Expiration SAP Document Builder: Business Scenario Configuration Guide 64 . Prerequisites You have started the document approval process for the relevant contracts.SAP Solution Manager 06.06. Activities Perform the activity in Customizing under Document Management Notify Agent Prior to Document Expiration. By default.

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