PLM512

cFolders
mySAP Product Lifecycle Management
Date
Training Center
Instructors
Education Website
Participant Handbook
Course Version: 2006 Q2
Course Duration: 2 Day(s)
Material Number: 50080618
An SAP course - use it to learn, reference it for work
Copyright
Copyright © 2006 SAP AG. All rights reserved.
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.
Trademarks
• Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are
registered trademarks of Microsoft Corporation.
• IBM®, DB2®, OS/2®, DB2/6000®, Parallel Sysplex®, MVS/ESA®, RS/6000®, AIX®,
S/390®, AS/400®, OS/390®, and OS/400® are registered trademarks of IBM Corporation.
• ORACLE® is a registered trademark of ORACLE Corporation.
• INFORMIX®-OnLine for SAP and INFORMIX® Dynamic ServerTM are registered
trademarks of Informix Software Incorporated.
• UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group.
• Citrix®, the Citrix logo, ICA®, Program Neighborhood®, MetaFrame®, WinFrame®,
VideoFrame®, MultiWin® and other Citrix product names referenced herein are trademarks
of Citrix Systems, Inc.
• HTML, DHTML, XML, XHTML 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, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP
EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mySAP.com Logo and mySAP.com
are trademarks or registered trademarks of SAP AG in Germany and in several other countries
all over the world. All other products mentioned are trademarks or registered trademarks of
their respective companies.
Disclaimer
THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY
DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING
WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A
PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE,
INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS
CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT,
INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY
KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST
PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED
SOFTWARE COMPONENTS.
About This Handbook
This handbook is intended to complement the instructor-led presentation of this
course, and serve as a source of reference. It is not suitable for self-study.
Typographic Conventions
American English is the standard used in this handbook. The following
typographic conventions are also used.
Type Style Description
Example text Words or characters that appear on the screen. These
include field names, screen titles, pushbuttons as well
as menu names, paths, and options.
Also used for cross-references to other documentation
both internal (in this documentation) and external (in
other locations, such as SAPNet).
Example text Emphasized words or phrases in body text, titles of
graphics, and tables
EXAMPLE TEXT Names of elements in the system. These include
report names, program names, transaction codes, table
names, and individual key words of a programming
language, when surrounded by body text, for example
SELECT and INCLUDE.
Example text Screen output. This includes file and directory names
and their paths, messages, names of variables and
parameters, and passages of the source text of a
program.
Example text Exact user entry. These are words and characters that
you enter in the system exactly as they appear in the
documentation.
<Example text> Variable user entry. Pointed brackets indicate that you
replace these words and characters with appropriate
entries.
2006/Q2 © 2006 SAP AG. All rights reserved. iii
About This Handbook PLM512
Icons in Body Text
The following icons are used in this handbook.
Icon Meaning
For more information, tips, or background
Note or further explanation of previous point
Exception or caution
Procedures
Indicates that the item is displayed in the instructor's
presentation.
iv © 2006 SAP AG. All rights reserved. 2006/Q2
Contents
Course Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Course Goals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii
Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vii
Unit 1: Introduction to cFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Introduction to cFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
System Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Unit 2: cFolders Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Collaborative Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Competitive Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Standard Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Unit 3: Master Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Material Masters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Unit 4: Document Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Unit 5: Other Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Structured Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106
Generic Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125
Object Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128
Unit 6: Back-End Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Back-End Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138
Data Transfer with the Back-End System. . . . . . . . . . . . . . . . . . . . . . . . .145
Unit 7: Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Authorizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156
Status Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168
Unit 8: Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Integration Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178
2006/Q2 © 2006 SAP AG. All rights reserved. v
Contents PLM512
Appendix 1: Appendix cFolders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
vi © 2006 SAP AG. All rights reserved. 2006/Q2
Course Overview
This course provides an overview of Collaboration Folders (cFolders). The main
focus of the course is on the use of cFolders. Some system settings, however,
are also explained.
Target Audience
This course is intended for the following audiences:
• Project managers
• Project team
• Consultants
• Decision makers
Course Prerequisites
Required Knowledge
• Basic knowledge of master data management
Recommended Knowledge
• PLM100 Overview of SAP Life-Cycle Data Management
Course Goals
This course will prepare you to:
• Structure and use cFolders for product development projects that involve
external development partners or suppliers
• Use cFolders in various collaborative and competitive scenarios
Course Objectives
After completing this course, you will be able to:
• Describe the basic and advanced functions of cFolders
• Prepare and use cFolders
• Create collaborative and competitive scenarios
• Define objects in the cFolders scenarios
• Complete the back-end integration of an SAP ERP system
• Create users, authorizations, and status profiles in the cFolders scenarios
• Set up the integration to an SAP CAD desktop and to SAP iPPE
2006/Q2 © 2006 SAP AG. All rights reserved. vii
Course Overview PLM512
SAP Software Component Information
The information in this course pertains to the following SAP Software Components
and releases:
viii © 2006 SAP AG. All rights reserved. 2006/Q2
Unit 1
Introduction to cFolders
Unit Overview
This unit provides an overview of the cProject Suite and its components.
Unit Objectives
After completing this unit, you will be able to:
• Describe the basic concept of the cProject Suite
• List the components of cFolders
• Provide an overview of all the settings required for SAP Application Server
• Make the user settings in the cFolders scenario
• List the system requirements
Unit Contents
Lesson: Introduction to cFolders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2
Lesson: System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Exercise 1: System Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2006/Q2 © 2006 SAP AG. All rights reserved. 1
Unit 1: Introduction to cFolders PLM512
Lesson: Introduction to cFolders
Lesson Overview
This lesson provides an overview of SAP cProject Suite and various collaboration
scenarios within a business.
Lesson Objectives
After completing this lesson, you will be able to:
• Describe the basic concept of the cProject Suite
• List the components of cFolders
Business Example
The Precision Petrol Company consists of a number of independent business areas
across various locations worldwide. The engineering department is one business
area for which you are responsible and that functions independently of the other
engineering departments.
The engineering department currently processes a large amount of data; this data
is primarily SAP master data and external files. You use e-mail or fax to exchange
this data with external development partners who are involved at various stages of
product development.
You are now looking for an alternative scenario with which you can communicate
using an Internet platform, for example. You therefore want to evaluate SAP
cProject Suite.
Collaboration
Collaboration – Collaboration is the backbone of teamwork: whether a project
team trying to coordinate employee activities at different locations, or an OEM
(original equipment manufacturer) aiming to accelerate and improve product
development in cooperation with partners in the supply chain. Seamless
collaboration between teams is essential for businesses, particularly in the area of
product development. Successful collaboration therefore requires an environment
in which information can be exchanged easily.
2 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Introduction to cFolders
Figure 1: Collaboration with All Relevant Parties
Conversations in passing or regular meetings that were once adequate for
exchanging information no longer provide a sufficient environment for
information exchange. Teams are often distributed across various locations or
consist of resources from various internal or external partners. Furthermore,
information is more comprehensive than before: it can range from anything such
as simple memos right up to complex drawings. The range of communication
channels available has increased; current technologies include e-mail, telephone,
Web-based meetings, and so on. However, what we are still lacking is one central
environment that merges and provides these requirements.
cProject suite
To meet the high demands that complex development and consulting projects
place on a business, we require planning solutions that support progressive project
management methods and therefore have a positive impact on project duration
and quality. Also important are tools that are easy to use and implement and that
enable project participants to work together.
2006/Q2 © 2006 SAP AG. All rights reserved. 3
Unit 1: Introduction to cFolders PLM512
Figure 2: cProject Suite
SAP cProject Suite supports you in project management and collaborative
engineering by enabling you to exchange information such as project plans,
documents, and product structures between virtual project teams across the Web.
SAP cProject Suite consists of two components:
• Collaboration Projects (cProjects)
• Design Collaboration with cFolders (cFolders)
SAP cProject Suite provides the environment required for successful cooperation
between teams today.
cFolders is a component of SAP cProject Suite and can be used either with
cProjects or as an independent application. Integration scenarios exist for both
applications. In cProjects, you can create collaborations for project definition,
phases, checklists, checklist items, and tasks. In cProjects 3.1 and higher, you
can use a template to create a collaboration in cFolders. Alternatively, you can
use an existing collaboration. Both scenarios (collaborative and competitive)
are supported.
cFolders is the Web-based SAP PLM collaboration platform that enables those
involved in design and development projects to work in virtual teams, even across
company boundaries.
4 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Introduction to cFolders
cProjects
Figure 3: cProjects
cProjects spans the whole range of project management activities, from planning
and execution to the final stages of the project. cProjects integrates cFolders for
exchanging documents with external partners.
Introduction to cFolders
Figure 4: Global Product Development
2006/Q2 © 2006 SAP AG. All rights reserved. 5
Unit 1: Introduction to cFolders PLM512
You are working with multiple suppliers and development partners. Until now,
all required data was exchanged by e-mail. You are looking for a method of
exchanging the required data by Internet. The data must be available on a secure
server from where you want to be able to retrieve and edit it.
You choose the cFolders solution from SAP and define a collaborative and a
competitive scenario.
Figure 5: Global Product Development with cFolders
cFolders
cFolders is the Web-based collaboration platform for the PLM area. The
application enables teams that work in product development in cross-enterprise
scenarios to communicate and cooperate with each other. cFolders enables
teams to exchange structured information as bills of material, data sheets, or
customer-defined structures, for example. This approach improves the consistency
of your data when communicating with external partners and suppliers, which in
turn reduces project duration.
• Replaces classic communication using e-mail, telephone, fax, and employee
meetings
• Reduces misunderstandings and communication shortfalls and improves the
consistency of reliable data
• Replaces unstructured communication with structured data (with redlining,
markups, data sheets, and secure storage areas)
• Improves synchronous communication
6 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Introduction to cFolders
Figure 6: cFolders: Functions
The cFolders solution is characterized by a hierarchy structure in the collaborative
and competitive area. This applies to folders, documents, material masters, bills
of material, data sheets, and other objects that can be included in the cFolders
scenarios.
If required, you can also implement the integrated Engineering Client Viewer
(ECL viewer) for displaying, assessing, or redlining files.
The cFolders solution can be used in the area of SRM and PLM. If required, you
can also integrate a WebEx meeting.
You can search within individual objects in the cFolders scenario. Local and
global search options are provided to support this.
If required, you can also incorporate a TREX search engine for finding files.
If large external files are used in the cFolders scenario, you can also use an
external FTP server. This server enables you to exchange data faster.
2006/Q2 © 2006 SAP AG. All rights reserved. 7
Unit 1: Introduction to cFolders PLM512
Figure 7: cFolders Objects
The following objects can be used in a cFolders scenario:
• Folder: Folders are used to structure a collaboration; they are the containers
in which objects are saved.
• Document: Documents are SAP objects for any files. Storing multiple
versions of a document allows you to track changes.
• Bookmark: Bookmarks are quick links to pages on the Internet, documents,
or other collaborations.
• Material: A material is an object (such as product or goods) that is produced,
used, traded, or consumed.
• Bill of Material: A bill of material (BOM) structures materials and provides
an index for all the parts of a material.
• Data Sheet: A data sheet structures specifications and classifies information.
• Discussion: A discussion is a communication forum for a collaboration, a
folder, or an object. Once posted, entries cannot be deleted.
• Note: Using notes, you can create descriptive texts of any length. Notes
can have different versions.
• iPPE Node: Technical basic component of iPPE that builds structures.
There are different types of nodes; each represent the various applications
and functions of the iPPE.
• iPPE Variant: Possible types for an iPPE node
• Manufacturer Part Number: Value under which a material is listed by
the manufacturer or supplier
8 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Introduction to cFolders
You can apply an authorization concept to each object. You can define
authorizations for your employees either at folder level or at object level within
the folder.
You can also use generic objects to define additional SAP objects in the cFolders
application.
2006/Q2 © 2006 SAP AG. All rights reserved. 9
Unit 1: Introduction to cFolders PLM512
Lesson Summary
You should now be able to:
• Describe the basic concept of the cProject Suite
• List the components of cFolders
Related Information
• For more information, see SAP Service Marketplace at service.sap.com.
10 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: System Settings
Lesson: System Settings
Lesson Overview
This lesson provides an overview of the required system settings for the cFolders
solution. You learn about the user-specific settings in the cFolders scenario and
the assigned SAP Application Server (SAP AS).
Lesson Objectives
After completing this lesson, you will be able to:
• Provide an overview of all the settings required for SAP Application Server
• Make the user settings in the cFolders scenario
• List the system requirements
Business Example
The cFolders scenario is an Internet-based scenario for SAP AS. You therefore
need to check the required settings in SAP AS and within the cFolders application
before you define the first scenario.
SAP Application Server Settings
In most cases, the cFolders solution is installed on an external system outside the
company firewall. This means that a cFolders user cannot access the productive
system. The cFolders solution is installed on an SAP AS as part of SAP cProject
Suite. This requires SAP Web Application Server (SAP Web AS) 4.70 or higher.
2006/Q2 © 2006 SAP AG. All rights reserved. 11
Unit 1: Introduction to cFolders PLM512
Figure 8: Back-End Integration
In most cases, the cFolders system is installed on an external system outside the
company firewall. This means that a cFolders user cannot access the productive
system. External users can access the cFolders system by using the HTTPS
protocol. This is where external users find the data provided. This contains only
a selection of the data that is present in the SAP back-end system. From the
material master, for example, you can make only selected basic data available.
All other data, such as materials planning or costing, is not available to external
users. Internal users also access the data in the cFolders system by using HTTPS.
However, internal users may have the option of transferring data from the
back-end system to the cFolders system and back.
You install SAP cProject Suite on the SAP AS. In addition, you require the
following settings:
Standard Roles for cFolders
• User: SAP_CFX_USER
• Administrator: SAP_CFX_ADMINISTRATOR
• E-mail user: SAP_CFX_EMAIL_SYSTEM_USER
• Additional roles for detailed tasks
Users of the cFolders solution can be given a user in the SAP AS and be assigned
the relevant roles. You can use the standard roles from SAP as a copy template
and copy it to your namespace and adjust as required. In addition to the three main
roles, there are further roles, for example, for creating or changing collaborative or
competitive scenarios.
12 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: System Settings
Alternatively, you can create users within the cFolders application and then assign
them the relevant roles.
Establishing System Connections
• HTTP server
• BSP application or cFolders URL
• Settings for e-mail connection in the SAP AS
• Definition of content server
• URL settings for World Wide Web Distributed Authoring and Versioning
(WebDAV) access
The SAP system on which you installed SAP cProject Suite needs to be
configured. This includes the required settings for Internet communication such as
the Internet Communication Manager or Internet services.
In addition, you can permit access either using a Business Server Page (BSP)
application or by directly specifying an Internet address. However, this depends
from which system, back end, or cFolders application server you are accessing
the application.
Within the cFolders application, you can send messages by e-mail. However, this
is only possible if SAPconnect was specified in the SAP AS. To do this, you
can use an SMTP server, for example.
As of Release 4.6, in the SAP system, you can use a content server that is
connected to the Knowledge Provider (KPro) in the SAP system. In Customizing
for the KPro, the content server must be defined and the cFolders application
must be assigned.
If you want to transfer the master data from a back-end system, you can use
WebDAV to specify which fields you want to use in the cFolders application.
WebDAV access must be specified in the SAP AS using HTTP services.
The following settings are possible:
WebDAV Settings
• Attributes: fields, mandatory entries for material masters or bills of material
• GenericObjects: document structures, functional locations
• Languages
• ObjectCategories: CAD structure
• SystemSettings: ECL viewer, network settings
• SystemSettingsUser: standard user
• UserSettings: user settings
2006/Q2 © 2006 SAP AG. All rights reserved. 13
Unit 1: Introduction to cFolders PLM512
cFolders Settings
Within the cFolders application, you can define your own settings to personalize
the application. In addition to the general settings, this also includes definitions for
meetings or role assignment, if these were not already defined in the SAP Web AS.
General Settings
• Used scenarios: collaborative, competitive, or standard scenario
• Special functions: plug-ins or thumbnails
• Display: Display icons and logos
• Meetings using WebEx
• Receive notifications as e-mail
• Role assignment
If you want to involve your suppliers or development partners in the development
of a new product, for example, you can hold Internet meetings using WebEx.
If you want to distribute new information to your suppliers or development
partners, you can specify whether you want to receive message by e-mail,
assuming SAPconnect has been set up accordingly.
Administrator
An administrator has the most entries within the cFolders scenario. This enables
the administrator to make the required network or cFolders settings or to manage
users.
Administrator's Tasks
• Specifying scenarios: collaborative/competitive
• Object types: master material, bills of material, iPPE objects, and so on
• Scenario layout
• Settings for meetings and e-mail
• User administration
14 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: System Settings
Exercise 1: System Settings
Exercise Objectives
After completing this exercise, you will be able to:
• Check the SAP back-end settings
• Check the cFolders settings
Business Example
You are responsible for making the basic settings for cFolders. SAP cProject Suite
has been installed; the first thing you want to do is check your user.
Caution: All exercise objects are indicated with ##. Replace this with
your group number:
## = Group number = 01 – 30
Task:
You need to check the initial data in the SAP back-end system and in the cFolders
system.
1. First check your user. As your user, use:
PLM512-##
2. Check the Roles tab page. All cFolders roles that exist are listed. All roles
begin with the prefix:
SAP_CFX*
3. You now want to start the cFolders application. To do this, navigate to and
choose the required option in the user menu.
Microsoft Internet Explorer is started.
Log on using your SAP user:
User PLM512-##
Password Your SAP password
4. Check your settings: Display each of the tab pages.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 15
Unit 1: Introduction to cFolders PLM512
Tab Page: General
Language German or English
Scenarios Collaborative and Competitive Scenarios
Standards Selected
Homepage As required
Thumbnails Display
Save the data.
Tab Page: Layout
Experienced User Select indicator
Display Icons Select indicator
Save the data.
Tab Page: Notifications
Receive Notification as E-Mail Never
Save the data.
Check the remaining settings.
5. Check the settings for cFolders administration. Keep the default settings.
6. Check the settings for network administration. Keep the default settings.
7. Optional: Generate the relevant URL in the ABAP Workbench.
Start the ABAP Workbench. Use the Repository Browser and as the object
use:
BSP Application CFX_RFC_UI
Display the data.
Open the Pages with Flow Logic folder.
Using the secondary mouse button, select default.htm and choose Test.
Log on to the cFolders scenario again.
16 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: System Settings
Solution 1: System Settings
Task:
You need to check the initial data in the SAP back-end system and in the cFolders
system.
1. First check your user. As your user, use:
PLM512-##
a) To do this, start transaction SU01. Change your user.
2. Check the Roles tab page. All cFolders roles that exist are listed. All roles
begin with the prefix:
SAP_CFX*
a) Choose the relevant tab page.
b) On this tab page, you can enter each of the roles individually or use the
F4 help to select the relevant roles.
• SAP_CFX_ADMINISTRATOR
• SAP_CFX_CFOLDERS_ADMINISTRATOR
• SAP_CFX_COL_CREATOR
• SAP_CFX_COL_DELETOR
• SAP_CFX_COMP_CREATOR
• SAP_CFX_COMP_DELETOR
• SAP_CFX_EMAIL_SYSTEM_USER
• SAP_CFX_NETWORK_ADMINISTRATOR
• SAP_CFX_STATUS_PRF_CREATOR
• SAP_CFX_STATUS_PRF_DELETOR
• SAP_CFX_STD_CREATOR
• SAP_CFX_STD_DELETOR
• SAP_CFX_SUPER_USER_ADMIN
• SAP_CFX_USER
• SAP_CFX_USER_ADMINISTRATOR
• SAP_CFX_USRGRP_CREATOR
• SAP_CFX_USRGRP_DELETOR
3. You now want to start the cFolders application. To do this, navigate to and
choose the required option in the user menu.
Microsoft Internet Explorer is started.
Log on using your SAP user:
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 17
Unit 1: Introduction to cFolders PLM512
User PLM512-##
Password Your SAP password
a) Proceed as described in the exercise.
Use the following menu path:
User menu Environment !Collaboration !cFolders !cFolders
Scenario
4. Check your settings: Display each of the tab pages.
Tab Page: General
Language German or English
Scenarios Collaborative and Competitive Scenarios
Standards Selected
Homepage As required
Thumbnails Display
Save the data.
Tab Page: Layout
Experienced User Select indicator
Display Icons Select indicator
Save the data.
Tab Page: Notifications
Receive Notification as E-Mail Never
Save the data.
Check the remaining settings.
a) Proceed as described in the exercise by choosing Settings in the header
bar for the page. An overview of your personal settings is displayed.
5. Check the settings for cFolders administration. Keep the default settings.
a) In the toolbar, choose cFolders Administration.
6. Check the settings for network administration. Keep the default settings.
a) In the toolbar, choose Network Administration.
Continued on next page
18 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: System Settings
7. Optional: Generate the relevant URL in the ABAP Workbench.
Start the ABAP Workbench. Use the Repository Browser and as the object
use:
BSP Application CFX_RFC_UI
Display the data.
Open the Pages with Flow Logic folder.
Using the secondary mouse button, select default.htm and choose Test.
Log on to the cFolders scenario again.
a) Use transaction SE80. Select the relevant entry for the BSP application.
Display the BSP application as required by the exercise.
2006/Q2 © 2006 SAP AG. All rights reserved. 19
Unit 1: Introduction to cFolders PLM512
Lesson Summary
You should now be able to:
• Provide an overview of all the settings required for SAP Application Server
• Make the user settings in the cFolders scenario
• List the system requirements
20 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Unit Summary
Unit Summary
You should now be able to:
• Describe the basic concept of the cProject Suite
• List the components of cFolders
• Provide an overview of all the settings required for SAP Application Server
• Make the user settings in the cFolders scenario
• List the system requirements
2006/Q2 © 2006 SAP AG. All rights reserved. 21
Unit Summary PLM512
22 © 2006 SAP AG. All rights reserved. 2006/Q2
Unit 2
cFolders Scenarios
Unit Overview
This unit provides an overview of the three scenarios that you can use in a
cFolders application. In addition to the collaborative scenario, this also includes
the competitive scenario and standard scenario.
Unit Objectives
After completing this unit, you will be able to:
• Make the initial settings
• Create cFolders scenarios
• Create a competitive scenario
• Define work areas
• Create a collaboration within the competitive scenario
• Create a standard scenario
Unit Contents
Lesson: Collaborative Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Exercise 2: Collaborative Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Lesson: Competitive Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Exercise 3: Competitive Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Lesson: Standard Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Exercise 4: Standard Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
2006/Q2 © 2006 SAP AG. All rights reserved. 23
Unit 2: cFolders Scenarios PLM512
Lesson: Collaborative Scenarios
Lesson Overview
This lesson provides an overview of collaborative scenarios in the cFolders
solution.
Lesson Objectives
After completing this lesson, you will be able to:
• Make the initial settings
• Create cFolders scenarios
Business Example
The development department of the Precision Petrol Company has the task of
developing a new oil pump. Collaboration with all external partners involved in
this development is currently supported by e-mail and fax.
Company management has decided to replace this form of collaboration with
the Internet-based platform provided by the cFolders application. You are now
considering using a collaborative scenario because you favor an open exchange
with your development partners and do not require secure work areas.
Collaborative Scenarios
The cFolders solution provides two scenarios:
Collaborative Scenario
• Creation and management of engineering and design data
• Collaboration in a public area
Competitive Scenario
• Creation and management of engineering and design data in a collaboration
• Request and evaluation of quotations and data from various partners and
suppliers
• Collaboration using separate, partner-specific work areas
24 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Collaborative Scenarios
Figure 9: Collaborative Scenario
You want to use the collaborative scenario to coordinate product development for
the new pump prototype. To do this, you create the required product structures as
structured folders.
Within the folders, you assign the relevant objects, such as documents, materials,
BOMs, notifications, or generic objects.
The selected development partners are assigned a user and the relevant
authorizations.
The collaborative scenario is characterized primarily by the fact that all those
involved collaborate. Although you control the individual authorizations for each
object, the scenario is actually open for all involved.
2006/Q2 © 2006 SAP AG. All rights reserved. 25
Unit 2: cFolders Scenarios PLM512
26 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Collaborative Scenarios
Exercise 2: Collaborative Scenarios
Exercise Objectives
After completing this exercise, you will be able to:
• Create a collaborative scenario
Business Example
Company management has decided to start using the cFolders application. Within
this application, you are now considering using a collaborative scenario because
you favor an open exchange with your development partners and do not require
secure work areas.
Task:
After you maintain the initial data in the cFolders system, you create the first
Collaborative Scenario.
1. In the navigation bar, choose Collaborative Scenarios.
On the initial screen, the scenarios created by the instructor and other course
participants are displayed. Create your own scenario using the following
data:
Name PLM512-##
Description Oil Pump Prototype PLM512-##
Indicator Template
Save the data.
2. Rename the first folder:
Name: First Prototype
Save the data.
3. The first prototype is characterized by the fact that it has different
development statuses. You are to document each of these using separate
folders. You therefore need to create the following content:
Folder As designed
Folder As engineered
Folder As built
4. In the As engineered folder, create the following content:
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 27
Unit 2: cFolders Scenarios PLM512
Folder Documents
Folder Material master
Folder Bill of material
Folder Miscellaneous
5. Sort the items on this last level alphabetically. To do this, choose the relevant
pushbutton on the initial level.
Change the sequence of your folders as required.
Exit your entries and return to the initial navigation level.
28 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Collaborative Scenarios
Solution 2: Collaborative Scenarios
Task:
After you maintain the initial data in the cFolders system, you create the first
Collaborative Scenario.
1. In the navigation bar, choose Collaborative Scenarios.
On the initial screen, the scenarios created by the instructor and other course
participants are displayed. Create your own scenario using the following
data:
Name PLM512-##
Description Oil Pump Prototype PLM512-##
Indicator Template
Save the data.
a) Make the required settings. Choose Create. The first folder is created
automatically when you create the collaboration. The folder is
displayed automatically once you save the data.
Hint: Remember to select the Use as Template indicator.
2. Rename the first folder:
Name: First Prototype
Save the data.
a) Make the required settings.
3. The first prototype is characterized by the fact that it has different
development statuses. You are to document each of these using separate
folders. You therefore need to create the following content:
Folder As designed
Folder As engineered
Folder As built
a) Choose the relevant pushbutton to create new objects.
Choose Folder.
4. In the As engineered folder, create the following content:
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 29
Unit 2: cFolders Scenarios PLM512
Folder Documents
Folder Material master
Folder Bill of material
Folder Miscellaneous
a) To do this, choose the relevant pushbutton to create new objects.
Choose Folder.
5. Sort the items on this last level alphabetically. To do this, choose the relevant
pushbutton on the initial level.
Change the sequence of your folders as required.
Exit your entries and return to the initial navigation level.
a) Choose the relevant pushbuttons in the toolbar.
30 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Collaborative Scenarios
Lesson Summary
You should now be able to:
• Make the initial settings
• Create cFolders scenarios
2006/Q2 © 2006 SAP AG. All rights reserved. 31
Unit 2: cFolders Scenarios PLM512
Lesson: Competitive Scenarios
Lesson Overview
This lesson provides an overview of competitive scenarios.
Lesson Objectives
After completing this lesson, you will be able to:
• Create a competitive scenario
• Define work areas
• Create a collaboration within the competitive scenario
Business Example
The engineering department of the Precision Petrol Company is responsible for
the development of the new pump prototype. The department works not only
with development partners, but also with external suppliers, some of which are
competitors.
You are therefore considering using a scenario within the cFolders application in
which suppliers are each assigned secure work areas.
32 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Competitive Scenarios
Competitive Scenario
Figure 10: Public Area and Work Areas
In the competitive scenario, you automatically start by creating the public work
area. You are then prompted to assign either authorizations for users or new work
areas to the public folder Objects.
The folders are always created in the public area. They are therefore available
to the work areas.
Within the work areas, you or the suppliers can create objects for the folders.
Any objects created in the public area after the work areas are created are not
automatically copied to the work areas. They have to be subsequently copied
to the relevant work areas manually.
2006/Q2 © 2006 SAP AG. All rights reserved. 33
Unit 2: cFolders Scenarios PLM512
Figure 11: Folder and Area Concept
Users from different work areas have different views of the scenario. They can
view only the relevant parts for which they have read authorization.
Example in a competitive scenario: two suppliers who supply different products.
• Supplier 1 supplies motherboards, sound cards, memory chips, and video
cards.
• Supplier 2 supplies motherboards, sound cards, and memory chips, but not
video cards.
• A specification for a sound card is sent to both suppliers.
• The specification for the video card is sent to supplier 1 only.
34 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Competitive Scenarios
Figure 12: Setting Up a Competitive Scenario
When you create a competitive scenario, a public area to be used as a collaboration
is first generated. In this area, you provide all the relevant information for
individual suppliers. You work together with all suppliers on the public data in the
collaboration and with individual suppliers in the secure work areas.
You are responsible for creating these work areas. When you open a work area, the
folder structure of the public area is displayed. You cannot create folders within
the work areas; you can only use those available in the public area. However, you
can create all other types of objects; these are then available in the work area only,
and not in the public area. As the person responsible for the competitive scenario,
you can access the data for each of the various work areas.
Finally, you assign the relevant authorizations for each of the work areas, whereby
read authorization is automatically provided for the public area.
2006/Q2 © 2006 SAP AG. All rights reserved. 35
Unit 2: cFolders Scenarios PLM512
36 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Competitive Scenarios
Exercise 3: Competitive Scenarios
Exercise Objectives
After completing this exercise, you will be able to:
• Create a competitive scenario
Business Example
The engineering department of the Precision Petrol Company is responsible for
the development of the new pump prototype. The department works not only
with development partners, but also with external suppliers, some of which are
competitors.
Task:
Since you work with several suppliers, you decide to create a competitive scenario.
You need to create the required data.
1. Create a competitive scenario. To do this, use the collaborative scenario as a
template. Create the first folder with the following data:
Create with Template PLM512-##
Name PLM512-##-A
Description Competitive Scenario
PLM512-##-A
Hint: Do not forget the template.
Save the data.
The data is copied from the collaborative scenario.
2. In the competitive scenario, select the first entry in the navigation bar:
PLM512-##-A
This entry contains a list of your work areas. The list currently contains
just the public area.
Choose Create to create additional work areas.
Create the following work area:
- Name: PLM512-##-A1
- Description: Work Area Supplier A1
Save.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 37
Unit 2: cFolders Scenarios PLM512
Create the second work area:
- Name: PLM512-##-A2
- Description: Work Area Supplier A2
Save.
3. Choose the competitive scenario. In the dropdown menu, select Public Area.
Navigate to the As designed folder. Choose Create and then Note.
Enter the following details:
- Name: PLM512-##
- Description: Prototype PLM512-##
- Note: Product Description Prototype PLM512-##
Save.
4. Choose the competitive scenario. In the dropdown menu, select Work
Area PLM512-##-A1. Navigate to the As designed folder. Choose Create
and then Note.
Enter the following details:
- Name: PLM512-##-A1
- Description: Prototype PLM512-##-A1
- Note: Supplier Data for Prototype PLM512-##
Save.
38 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Competitive Scenarios
Solution 3: Competitive Scenarios
Task:
Since you work with several suppliers, you decide to create a competitive scenario.
You need to create the required data.
1. Create a competitive scenario. To do this, use the collaborative scenario as a
template. Create the first folder with the following data:
Create with Template PLM512-##
Name PLM512-##-A
Description Competitive Scenario
PLM512-##-A
Hint: Do not forget the template.
Save the data.
The data is copied from the collaborative scenario.
a) Select the relevant entry in the toolbar and create a new scenario.
Hint: Do not forget the template.
2. In the competitive scenario, select the first entry in the navigation bar:
PLM512-##-A
This entry contains a list of your work areas. The list currently contains
just the public area.
Choose Create to create additional work areas.
Create the following work area:
- Name: PLM512-##-A1
- Description: Work Area Supplier A1
Save.
Create the second work area:
- Name: PLM512-##-A2
- Description: Work Area Supplier A2
Save.
a) Proceed as described in the exercise.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 39
Unit 2: cFolders Scenarios PLM512
3. Choose the competitive scenario. In the dropdown menu, select Public Area.
Navigate to the As designed folder. Choose Create and then Note.
Enter the following details:
- Name: PLM512-##
- Description: Prototype PLM512-##
- Note: Product Description Prototype PLM512-##
Save.
a) Proceed as described in the exercise.
4. Choose the competitive scenario. In the dropdown menu, select Work
Area PLM512-##-A1. Navigate to the As designed folder. Choose Create
and then Note.
Enter the following details:
- Name: PLM512-##-A1
- Description: Prototype PLM512-##-A1
- Note: Supplier Data for Prototype PLM512-##
Save.
a) Proceed as described in the exercise.
40 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Competitive Scenarios
Lesson Summary
You should now be able to:
• Create a competitive scenario
• Define work areas
• Create a collaboration within the competitive scenario
2006/Q2 © 2006 SAP AG. All rights reserved. 41
Unit 2: cFolders Scenarios PLM512
Lesson: Standard Scenarios
Lesson Overview
This lesson provides an overview of the standard scenario that you can use as a
copy template. Documents assigned here are available in the cFolders system.
Lesson Objectives
After completing this lesson, you will be able to:
• Create a standard scenario
Business Example
For the development of the new prototype, you use the cFolders scenario. The
development process uses data that can be reused repeatedly; you therefore want
to store this data at a central location in the cFolders scenario. As a result, you are
considering using a standard scenario.
Standard Scenario
The standard scenario is used as a copy template for objects that are required in
the collaborative or competitive scenarios. The objects can be physically copied
or can be referenced using a bookmark.
A scenario can be the BOM maintenance in which existing materials or documents
are assigned. These are searched for in the current work area or in the standard
work area.
Figure 13: Standard Scenario
42 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Standard Scenarios
The functions available in a collaborative or competitive scenario are also provided
in the standard scenario. In this scenario, however, you can search for materials or
documents that exist in either the same work area or in the standard scenario.
2006/Q2 © 2006 SAP AG. All rights reserved. 43
Unit 2: cFolders Scenarios PLM512
44 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Standard Scenarios
Exercise 4: Standard Scenarios
Exercise Objectives
After completing this exercise, you will be able to:
• Create a standard scenario
Business Example
For the development of the new prototype, you use the cFolders scenario. The
development process uses data that can be reused repeatedly. This data should
therefore be stored at a central location in the cFolders scenario.
Task:
You create the standard scenario so that you can store documents that are reused in
all collaborative or competitive scenarios.
1. Create a standard scenario. To do this, use the collaborative scenario as a
template. Create the first folder with the following data:
Create with template PLM512-##
Name PLM512-##-S
Description Standard Scenario PLM512-##-S
Hint: Do not forget the template.
Save the data.
The data is copied from the collaborative scenario.
2006/Q2 © 2006 SAP AG. All rights reserved. 45
Unit 2: cFolders Scenarios PLM512
Solution 4: Standard Scenarios
Task:
You create the standard scenario so that you can store documents that are reused in
all collaborative or competitive scenarios.
1. Create a standard scenario. To do this, use the collaborative scenario as a
template. Create the first folder with the following data:
Create with template PLM512-##
Name PLM512-##-S
Description Standard Scenario PLM512-##-S
Hint: Do not forget the template.
Save the data.
The data is copied from the collaborative scenario.
a) Select the relevant entry in the toolbar and create a new scenario.
Hint: Do not forget the template.
46 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Standard Scenarios
Lesson Summary
You should now be able to:
• Create a standard scenario
2006/Q2 © 2006 SAP AG. All rights reserved. 47
Unit Summary PLM512
Unit Summary
You should now be able to:
• Make the initial settings
• Create cFolders scenarios
• Create a competitive scenario
• Define work areas
• Create a collaboration within the competitive scenario
• Create a standard scenario
48 © 2006 SAP AG. All rights reserved. 2006/Q2
Unit 3
Master Data
Unit Overview
This unit provides an overview of the objects you can use in a cFolders scenario.
Unit Objectives
After completing this unit, you will be able to:
• Create material masters in the cFolders application
• Transfer material masters from the back-end system and transfer back the
changed data
• Create BOMs in cFolders
• Transfer BOMs to the back-end system and transfer back the changed data
• Compare BOMs
• Export BOMs
Unit Contents
Lesson: Material Masters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Exercise 5: Material Masters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Lesson: Bills of Material. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Exercise 6: Bills of Material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
2006/Q2 © 2006 SAP AG. All rights reserved. 49
Unit 3: Master Data PLM512
Lesson: Material Masters
Lesson Overview
In this lesson, you create material masters as a development partner within a
collaborative scenario. You also transfer data from the SAP ERP back-end system
to the cFolders scenario (collaborative and competitive) as an employee in the
engineering department.
Lesson Objectives
After completing this lesson, you will be able to:
• Create material masters in the cFolders application
• Transfer material masters from the back-end system and transfer back the
changed data
Business Example
To develop the new oil pump prototype, the engineering department works with
development partners and suppliers. You want to use both the collaborative and
competitive scenario within the cFolders platform.
The data with which you are working consists not only of external documents, but
also of master data, such as material masters, which you and your development
partners make available in the back-end system.
Creating Material Masters in the cFolders Scenario
You can create master data as materials in both the cFolders scenario and in the
SAP ERP back-end system; you can then transfer this data between the systems.
To do this, the material master has to be treated in the same way that it is treated in
the back-end system.
A material master is used to describe an object (product, goods) that is
manufactured, used, traded, or consumed in production.
A material master is specified uniquely using a material number, industry, and
material type. Within the cFolders scenario, you can also assign an internal
number if you do not want to use a material number. When you transfer the data
to the back-end system, you can either assign the material number manually, and
thus externally, or you can assign a number internally.
As in the back-end system, you can also link documents in the cFolders scenario;
these are then copied to the back-end system.
50 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Material Masters
Figure 14: Material Master Attributes
To change the material name, the attributes Description and Number have to be
changed in the current material version. The system administrator can assign
read authorization to individual attributes. When you create a new material, you
can assign values to these attributes; once these values are assigned, you cannot
change them.
If documents are linked with a material, you can use a search function to search
for documents. Only documents from the same collaboration or from the same
work area in a competitive scenario can be linked with materials.
A material can be used only once as the header material for a bill of material
(BOM). It can also be used simultaneously as a component in another BOM (in
the same collaboration or work area).
Materials can be copied within the same collaboration or the same work area of
a competitive scenario. They are copied with all attributes and document links.
Materials can also be copied with all attributes to another work area.
If a copy exists for linked documents in the target work area, the link is copied. If
neither the document nor a copy exists in the target work area, the document and
the link are copied. The link to a BOM is not copied.
When a new version of a material is created, the newest version is copied first.
You can then change the new version.
2006/Q2 © 2006 SAP AG. All rights reserved. 51
Unit 3: Master Data PLM512
Figure 15: Material Master Attributes in XML
If you make the cFolders settings using WebDAV, you can edit the XML object for
the material master. You can specify exactly which material master fields are to be
displayed and which of these can and cannot be changed.
You also define something similar to the F4 help in the cFolders scenario. It is
important that you do this with the back-end system in mind, since the data is
transferred to the back-end system, or master data, such as a material master,
is loaded from the back-end system.
52 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Material Masters
Transferring Material Masters to the SAP ERP
Back-End System
Figure 16: Importing a Material Master from cFolders
If a development partner creates the material masters in your cFolders scenario,
you may want to transfer this data to the ERP back-end system at some point. It
is therefore useful if you can send the material masters in the cFolders scenario
without material numbers and then create the material masters with internal
numbers in the back-end system.
If the material masters are sent with numbers, the system checks whether the
numbers already exist in the system. If a number already exists, an error message
is displayed.
If you use the data in the back-end system and then change it, you may want
to consider updating the original data.
2006/Q2 © 2006 SAP AG. All rights reserved. 53
Unit 3: Master Data PLM512
Figure 17: Exporting a Material Master to cFolders
If you want to transfer data from the SAP back-end system to the cFolders system,
first select the relevant data in the SAP system. If this data consists solely of
documents, you can use the relevant transaction to select the documents directly.
If the data to be transferred consists of material masters or BOMs, you use the
product structure browser.
You select the data in the product structure browser and transfer it to a
corresponding table. You then choose to which target folder you want to transfer
the data. You can either use a different folder for each object or define a standard
folder for all objects. The data is then transferred to the cFolders scenario, where
it is then available for use.
54 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Material Masters
Exercise 5: Material Masters
Exercise Objectives
After completing this exercise, you will be able to:
• Create material masters in the cFolders system
• Transfer material masters to and from the back-end system
Business Example
To develop the new oil pump prototype, the engineering department works with
development partners and suppliers.
The data with which you are working consists not only of external documents, but
also of master data, such as material masters, which was defined in the back-end
system and in the cFolders platform.
Task 1:
In this exercise, you create the material masters in the cFolders scenario and
transfer them to the back-end system.
1. In the PLM512-## collaborative scenario, navigate to the As designed folder
and create some material masters. These material masters are subsequently
used for a BOM.
Caution: Remember to always save your data.
Hint: Material numbers are not used because the development
partner who is creating this data cannot specify the material numbers
in the back-end system. You have to specify these material numbers.
Create the first material master:
Short Text Prototype PLM512-##
Material Number No entry
Industry Mechanical Engineering
Material Type Finished Product
Plant 1000
2. Create the second material master:
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 55
Unit 3: Master Data PLM512
Short Text Housing PLM512-##
Material Number No entry
Industry Mechanical Engineering
Material Type Finished Product
3. Create the third material master:
Short Text Shaft PLM512-##
Material Number No entry
Industry Mechanical Engineering
Material Type Finished Product
Task 2:
Transfer the data to the back-end system.
1. In the back-end system, start the relevant transaction to import objects from
the cFolders scenario.
Select the following entry:
- cFolders Application: cFolders Training
Choose Select cFolders Object.
In the dialog box that is displayed, select your collaborative scenario and
navigate to the As designed folder.
Choose the first material. The material is then added to the list of the
materials to be transferred.
Repeat this procedure for the other material masters.
2. Check the data before you transfer it by choosing Check.
Caution: Material numbers are now assigned to the material
masters. (This is internal number assignment.)
Add the following information:
Material Group: 001
Plant: 1000
Hint: For one of the materials, a value was already entered in the
cFolders application.
Continued on next page
56 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Material Masters
The traffic light is now green.
Choose Copy Objects.
3. When the internal numbers were assigned in the back-end system, new
versions of the materials were created in the cFolders application. Check
the data.
Log on to the cFolders system.
Navigate to your Collaborative Scenario and then to the As designed folder.
Check the versions. The transferred material numbers are displayed.
2006/Q2 © 2006 SAP AG. All rights reserved. 57
Unit 3: Master Data PLM512
Solution 5: Material Masters
Task 1:
In this exercise, you create the material masters in the cFolders scenario and
transfer them to the back-end system.
1. In the PLM512-## collaborative scenario, navigate to the As designed folder
and create some material masters. These material masters are subsequently
used for a BOM.
Caution: Remember to always save your data.
Hint: Material numbers are not used because the development
partner who is creating this data cannot specify the material numbers
in the back-end system. You have to specify these material numbers.
Create the first material master:
Short Text Prototype PLM512-##
Material Number No entry
Industry Mechanical Engineering
Material Type Finished Product
Plant 1000
a) Create the data. Return to the As designed folder and create an
additional material.
2. Create the second material master:
Short Text Housing PLM512-##
Material Number No entry
Industry Mechanical Engineering
Material Type Finished Product
a) Create the data. Return to the As designed folder and create an
additional material.
3. Create the third material master:
Continued on next page
58 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Material Masters
Short Text Shaft PLM512-##
Material Number No entry
Industry Mechanical Engineering
Material Type Finished Product
a) Create the data.
Task 2:
Transfer the data to the back-end system.
1. In the back-end system, start the relevant transaction to import objects from
the cFolders scenario.
Select the following entry:
- cFolders Application: cFolders Training
Choose Select cFolders Object.
In the dialog box that is displayed, select your collaborative scenario and
navigate to the As designed folder.
Choose the first material. The material is then added to the list of the
materials to be transferred.
Repeat this procedure for the other material masters.
a) Start the import by choosing:
Environment !Collaboration !cFolders !Import Objects from
cFolders
2. Check the data before you transfer it by choosing Check.
Caution: Material numbers are now assigned to the material
masters. (This is internal number assignment.)
Add the following information:
Material Group: 001
Plant: 1000
Hint: For one of the materials, a value was already entered in the
cFolders application.
The traffic light is now green.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 59
Unit 3: Master Data PLM512
Choose Copy Objects.
a) Proceed as described in the exercise.
3. When the internal numbers were assigned in the back-end system, new
versions of the materials were created in the cFolders application. Check
the data.
Log on to the cFolders system.
Navigate to your Collaborative Scenario and then to the As designed folder.
Check the versions. The transferred material numbers are displayed.
a) Using your user and password, log on to the cFolders application again.
Navigate as described above. The list for the material masters includes a
column that indicates the current version. This version was incremented
automatically when you assigned internal material numbers to the
material masters in the back-end system and copied the data.
60 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Material Masters
Lesson Summary
You should now be able to:
• Create material masters in the cFolders application
• Transfer material masters from the back-end system and transfer back the
changed data
2006/Q2 © 2006 SAP AG. All rights reserved. 61
Unit 3: Master Data PLM512
Lesson: Bills of Material
Lesson Overview
This lesson explains the functions for bills of material (BOMs) in the cFolders
scenario and how they are integrated in the back-end system. It explains how to
compare or explode BOMs and how to use BOM filters.
Lesson Objectives
After completing this lesson, you will be able to:
• Create BOMs in cFolders
• Transfer BOMs to the back-end system and transfer back the changed data
• Compare BOMs
• Export BOMs
Business Example
In your engineering department, you have created some material masters as your
master data. However, since the pump prototype requires a materials list, you
are considering using a BOM.
You also need to transfer your data to the SAP ERP back-end system. This data
transfer channel, however, needs to be bidirectional because you also want to be
able to transfer BOMs to the cFolders system. In addition, you want to be able to
compare BOMs because you want to transfer all changes made in the back-end
system back to the cFolders system. The development partners must also be able
to use these BOMs in their systems. For this reason, you are considering exporting
the data using XML or CSV format.
Working with Bills of Material
You are considering using BOMs within the cFolders scenario for your product
development. However, before you can define BOMs, you require the relevant
materials in the same way that you have the BOM scenario in the SAP ERP
back-end system.
You first select the material for the BOM header. You need to consider in which
area the BOM is to be used – engineering, production, or sales. You also need to
consider whether the BOM requires information about the plant.
The following restrictions apply:
• One material is assigned as the BOM header.
• The material can be the header material for just one BOM; it cannot be
assigned to a second BOM.
62 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Bills of Material
You also need to keep in mind that you can select materials from the same
collaboration or the same work area only. The name for the BOM is derived from
the name for the header material; you cannot change this name.
Lastly, you specify the BOM components. You can change these at any time. You
can also link them to documents that have been defined in the collaborative or
standard scenario.
Figure 18: Attributes for a Bill of Material
Figure 19: Detail Screen for a Bill of Material
2006/Q2 © 2006 SAP AG. All rights reserved. 63
Unit 3: Master Data PLM512
BOMs can be copied within the same collaboration or work area. The BOM,
including all its attributes, components, and document links, is copied to the target
folder. Since the header material can only be used once for a BOM, the new header
material must be a copy of the original; if a copy already exists, this existing copy
is used. If no copy exists, the components and BOM header are copied.
If a copy exists for linked documents in the target work area, the link is copied.
If neither the document nor a copy exists in the target work area, the document
and the link are copied.
Figure 20: XML File for a Bill of Material
You can define an XML file for the BOM in the same way that you can define
XML for material masters. You can specify, for example, possible BOM usages or
units of measure.
64 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Bills of Material
Transferring BOMs to and from the Back-End System
Figure 21: Importing a Bill of Material from cFolders
If a development partner creates material masters and BOMs in your cFolders
scenario, you may want to subsequently transfer this data to the ERP back-end
system.
When you transfer the data, you can specify whether you want to transfer multiple
levels of the material BOM and whether you want to include linked documents.
Since the master data in SAP back-end systems is often created with a change
number, you can also create master data using a change master record, for example.
Before you complete the data transfer, the system displays a result screen
containing the changes to the BOM.
2006/Q2 © 2006 SAP AG. All rights reserved. 65
Unit 3: Master Data PLM512
Figure 22: Exporting a Bill of Material to cFolders
If you want to transfer BOMs and their material masters from the SAP back-end
system to the cFolders system, you first select the relevant data in the SAP system.
You use the product structure browser to do this.
In the product structure browser, you select the data and then transfer it to a
corresponding table. You then select to which target folder you want to transfer
the data. You can either use a different folder for each object or define a standard
folder for all objects. The data is then transferred to the cFolders scenario, where
it is then available for use.
66 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Bills of Material
Additional Functions
Figure 23: Single-Level Bill of Material Comparison
If you have multiple versions of your BOM in the cFolders scenario, you can
compare these versions with one another. To do this, in the version overview, you
select the versions you want to compare. The detail screen is then displayed.
It provides an initial general overview. You can also display more detailed
information, for example, information about the items, components, or documents.
Using a table filter, you can change the display, for example, to display all
components, or just the changed components.
You can also specify exactly which attributes you want to display for the BOM,
components, or documents.
2006/Q2 © 2006 SAP AG. All rights reserved. 67
Unit 3: Master Data PLM512
Figure 24: Bill of Material Comparison II
In addition to comparing various versions, you can also select a specific version
of the BOM and compare it with the current BOM. You can use this method to
highlight changes. The system first displays an overview of all changes; you can
use this overview to navigate to the detail screen.
Figure 25: Extracting Bills of Material in CSV or XML Format
If you extract BOMs in CSV (comma-separated values) or XML format, external
development partners can download the BOM information to their local PCs and
make it available in their system.
Before you download the data to your local PC, you can specify with which
parameters the BOM is to be transferred.
68 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Bills of Material
Exercise 6: Bills of Material
Exercise Objectives
After completing this exercise, you will be able to:
• Create BOMs in the cFolders scenario
• Transfer BOMs to and from the back-end system
• Compare BOMs
Business Example
In your engineering department, you have created some material masters as your
master data. However, since the pump prototype requires a materials list, you
use a bill of material (BOM).
You also need to transfer your data to the SAP ERP back-end system. This data
transfer channel, however, needs to be bidirectional because you also want to be
able to transfer BOMs to the cFolders system. In addition, you want to be able to
compare BOMs because you want to transfer all changes made in the back-end
system back to the cFolders system.
Task 1:
In this exercise, you create BOMs in the cFolders application and transfer them to
and from the back-end system.
1. Navigate to the As designed folder of your collaborative scenario
PLM512-##.
Choose Create and then Bill of Material to create a new BOM. On the screen
that appears, the material masters that you created earlier are displayed. You
can use these for your material BOM.
Select the material master Prototype PLM512-## as your header material.
After you have selected the relevant radio button, choose Select.
Enter the following data:
Material Prototype PLM512-##
Plant No entry
Use Engineering and Design
Base Quantity 1
Status Active
Save the data.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 69
Unit 3: Master Data PLM512
2. Create two new items. In the bill of material overview, choose Create. You
select the material from the list of materials by choosing Assign.
To do this, you first need to search for the materials.
Repeat this procedure to assign the remaining material masters to the BOM.
Caution: Always use the quantity 1 and a four-digit item number:
0010 for the first material and 0020 for the second material.
Save the data.
3. Check your BOM. Display version 1. If you have completed this task
successfully, the material masters you assigned are displayed.
4. Transfer the data for the BOM to the back-end system.
Start the relevant transaction in the back-end system; this is the Import
Objects from cFolders transaction.
Enter the following values:
- cFolders Application: cFolders Training
- Choose Select cFolders Object.
In the dialog box that appears, navigate to your collaborative scenario
PLM512-##, then to the As designed folder and select the BOM.
Choose Check. The BOM is now assigned the internal number of the header
material.
Choose Copy Objects.
The result preview appears. Using the result preview, you can determine
whether the BOM data was changed, or whether new data was created.
Save the data.
5. Check the BOM by displaying it in the back-end system.
Task 2:
You now want to make the data that you created in your development department
available in the collaborative scenario.
1. Using the standard transactions, first display the following BOM in the
back-end system.:
Continued on next page
70 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Bills of Material
Material T-F1##
Plant 1000
BOM Usage 1
2. You now want to transfer the BOM for material T-F1## to the As engineered
folder of your scenario.
To do this, start the relevant transaction to export the BOM; this is the Export
Objects to cFolders transaction.
Then start the product structure browser for material T-F1##.
Open the folder for the BOM and drag BOM T-F1##/1000/1/01 to the list of
selected objects by using drag and drop.
Choose Copy Objects.
On the screen that appears, select the target folder. The data is to be
transferred to the Bill of material area in the As engineered folder of the
PLM512-## collaborative scenario.
Select the Choose Standard Folder and navigate to the PLM512-##
collaborative scenario.
Select the As engineered folder that you created and then Bill of material.
Keep the remaining settings.
Hint: No documents are transferred. The BOM is not exploded
on multiple levels.
Choose Check.
Choose Copy Objects.
The system then displays a message that the objects have been transferred
successfully. Check whether the objects were transferred correctly.
3. Log on to the cFolders scenario again using user PLM512-##. Navigate to
your PLM512-## collaborative scenario, then to the As engineered folder,
and finally to the Bill of material folder. The BOM and the corresponding
material masters are listed here.
4. Change the BOM in the back-end system.
In the back-end system, navigate in the user menu to the transaction for
changing the BOM. Use the following data:
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 71
Unit 3: Master Data PLM512
Material T-F1##
Plant 1000
BOM Usage 1
Change the following items:
Change item 0040 Old: T-B4## New: 100-400
Change quantity for
item 0050
Old: 8 New: 16
Create new stock item
0070
Material: 100-500 Quantity: 1
Save your BOM.
5. Export the changed BOM to the cFolders scenario. Start the relevant
transaction.
On the initial screen for the product structure browser, enter material T-F1##.
Open the folder for the BOM and drag BOM T-F1##/1000/1/01 to the list of
selected objects by using drag and drop.
Choose Copy Objects.
On the screen that appears, select the target folder. The data is to be
transferred to the Bill of material area in the As engineered folder in the
collaborative scenario. Choose Choose Standard Folder and navigate to the
PLM512-## collaborative scenario. Select the As engineered folder that
you created and then Bill of material.
Keep the remaining settings.
Hint: No documents are transferred. The BOM is not exploded
on multiple levels.
Choose Check.
Hint: From the information displayed, you can see that the data
has been changed.
Choose Copy Objects.
The system then displays a message that the objects have been transferred
successfully. In the cFolders application, check that the objects were
transferred.
Continued on next page
72 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Bills of Material
6. Log on to the cFolders scenario again using user PLM512-##. Navigate to
your PLM512-## collaborative scenario, then to the As engineered folder,
and finally to the Bill of material folder. The BOM and the relevant material
masters are listed here; they now have a new version.
Hint: The BOM now has version 4; the changed material masters
now have version 2.
7. Compare the BOMs.
To do this, select the BOM; all four versions are then listed.
Select version 2 and version 4 and choose Compare.
The comparison results indicate which components were changed and which
were added.
8. You now want to upload the multilevel BOM and any related object links.
In the back-end system, navigate to the relevant transaction to export the
BOM.
On the initial screen for the product structure browser, enter material T-F1##.
Open the folder for the BOM and drag BOM T-F1##/1000/1/01 to the list of
selected objects by using drag and drop.
Choose Copy Objects.
On the screen that appears, select the target folder.
The data is to be transferred to the Bill of material area in the As engineered
folder in the collaborative scenario. Choose Choose Standard Folder and
navigate to the PLM512-## collaborative scenario. Select the As engineered
folder that you created and then Bill of material.
Change the remaining settings as follows:
BOM Application PP01
Indicator Multilevel
Indicator Include Linked Documents
Choose Check.
Hint: From the information displayed, you can see that the data has
been changed and that material masters and documents have been
added.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 73
Unit 3: Master Data PLM512
Choose Copy Objects.
The system then displays a message that the objects have been transferred
successfully. In the cFolders application, check that the objects were
transferred.
9. In the cFolders application, check the BOM again.
Log on to the cFolders scenario again using user PLM512-##. Navigate to
your PLM512-## collaborative scenario, then to the As engineered folder,
and finally to the Bill of material folder. The BOM and the relevant material
masters are listed here; they now have a new version.
Hint: The BOM now has version 6; the changed material masters
now have version 3.
10. Compare the BOMs.
To do this, select the BOM; all six versions are then listed.
Select version 2 and version 6 and choose Compare.
The comparison results indicate which components were changed and which
were added.
74 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Bills of Material
Solution 6: Bills of Material
Task 1:
In this exercise, you create BOMs in the cFolders application and transfer them to
and from the back-end system.
1. Navigate to the As designed folder of your collaborative scenario
PLM512-##.
Choose Create and then Bill of Material to create a new BOM. On the screen
that appears, the material masters that you created earlier are displayed. You
can use these for your material BOM.
Select the material master Prototype PLM512-## as your header material.
After you have selected the relevant radio button, choose Select.
Enter the following data:
Material Prototype PLM512-##
Plant No entry
Use Engineering and Design
Base Quantity 1
Status Active
Save the data.
a) Proceed as described in the exercise and select the relevant material
for the BOM header.
2. Create two new items. In the bill of material overview, choose Create. You
select the material from the list of materials by choosing Assign.
To do this, you first need to search for the materials.
Repeat this procedure to assign the remaining material masters to the BOM.
Caution: Always use the quantity 1 and a four-digit item number:
0010 for the first material and 0020 for the second material.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 75
Unit 3: Master Data PLM512
Save the data.
a) Assign the material masters as components of the BOM. You can either
enter the material number directly, or choose Assign to search for a
material. If you search for the materials, you can select them from a list
of your materials.
By choosing Save & Next, you can assign the materials directly.
3. Check your BOM. Display version 1. If you have completed this task
successfully, the material masters you assigned are displayed.
a) In the current folder level, select the entry with version 1.
You can also display the material masters directly.
4. Transfer the data for the BOM to the back-end system.
Start the relevant transaction in the back-end system; this is the Import
Objects from cFolders transaction.
Enter the following values:
- cFolders Application: cFolders Training
- Choose Select cFolders Object.
In the dialog box that appears, navigate to your collaborative scenario
PLM512-##, then to the As designed folder and select the BOM.
Choose Check. The BOM is now assigned the internal number of the header
material.
Choose Copy Objects.
The result preview appears. Using the result preview, you can determine
whether the BOM data was changed, or whether new data was created.
Save the data.
a) To import the BOM to the back-end system, choose:
Environment !Collaboration !cFolders !Import Objects from
cFolders
Proceed as described in the exercise.
Continued on next page
76 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Bills of Material
5. Check the BOM by displaying it in the back-end system.
a) Navigate to the BOM overview.
User menu: Bill of Material !Material BOM!Display
Enter the following values:
Material The number for your prototype
Plant No entry
BOM Usage 2
Task 2:
You now want to make the data that you created in your development department
available in the collaborative scenario.
1. Using the standard transactions, first display the following BOM in the
back-end system.:
Material T-F1##
Plant 1000
BOM Usage 1
a) Display this BOM. Navigate as follows:
User menu: Bill of Material !Material BOM!Display
2. You now want to transfer the BOM for material T-F1## to the As engineered
folder of your scenario.
To do this, start the relevant transaction to export the BOM; this is the Export
Objects to cFolders transaction.
Then start the product structure browser for material T-F1##.
Open the folder for the BOM and drag BOM T-F1##/1000/1/01 to the list of
selected objects by using drag and drop.
Choose Copy Objects.
On the screen that appears, select the target folder. The data is to be
transferred to the Bill of material area in the As engineered folder of the
PLM512-## collaborative scenario.
Select the Choose Standard Folder and navigate to the PLM512-##
collaborative scenario.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 77
Unit 3: Master Data PLM512
Select the As engineered folder that you created and then Bill of material.
Keep the remaining settings.
Hint: No documents are transferred. The BOM is not exploded
on multiple levels.
Choose Check.
Choose Copy Objects.
The system then displays a message that the objects have been transferred
successfully. Check whether the objects were transferred correctly.
a) Navigate as follows:
Environment !Collaboration !cFolders !Export Objects to
cFolders
The product structure browser is displayed. Proceed as described in
the exercise.
If you check the objects before transferring them, you can select the
Materials tab page.
The material masters for the BOM are listed here.
3. Log on to the cFolders scenario again using user PLM512-##. Navigate to
your PLM512-## collaborative scenario, then to the As engineered folder,
and finally to the Bill of material folder. The BOM and the corresponding
material masters are listed here.
a) Proceed as described in the exercise.
4. Change the BOM in the back-end system.
In the back-end system, navigate in the user menu to the transaction for
changing the BOM. Use the following data:
Material T-F1##
Plant 1000
BOM Usage 1
Change the following items:
Continued on next page
78 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Bills of Material
Change item 0040 Old: T-B4## New: 100-400
Change quantity for
item 0050
Old: 8 New: 16
Create new stock item
0070
Material: 100-500 Quantity: 1
Save your BOM.
a) Navigate as follows:
User menu: Bill of Material !Material BOM!Change
Change the BOM as described.
5. Export the changed BOM to the cFolders scenario. Start the relevant
transaction.
On the initial screen for the product structure browser, enter material T-F1##.
Open the folder for the BOM and drag BOM T-F1##/1000/1/01 to the list of
selected objects by using drag and drop.
Choose Copy Objects.
On the screen that appears, select the target folder. The data is to be
transferred to the Bill of material area in the As engineered folder in the
collaborative scenario. Choose Choose Standard Folder and navigate to the
PLM512-## collaborative scenario. Select the As engineered folder that
you created and then Bill of material.
Keep the remaining settings.
Hint: No documents are transferred. The BOM is not exploded
on multiple levels.
Choose Check.
Hint: From the information displayed, you can see that the data
has been changed.
Choose Copy Objects.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 79
Unit 3: Master Data PLM512
The system then displays a message that the objects have been transferred
successfully. In the cFolders application, check that the objects were
transferred.
a) Navigate as follows:
Environment !Collaboration !cFolders !Export Objects to
cFolders
The product structure browser is displayed. Proceed as described in
the exercise.
If you check the objects before transferring them, you can select the
Materials tab page.
The material masters for the BOM are listed here. Some are new,
others are changed.
6. Log on to the cFolders scenario again using user PLM512-##. Navigate to
your PLM512-## collaborative scenario, then to the As engineered folder,
and finally to the Bill of material folder. The BOM and the relevant material
masters are listed here; they now have a new version.
Hint: The BOM now has version 4; the changed material masters
now have version 2.
a) Proceed as described in the exercise.
7. Compare the BOMs.
To do this, select the BOM; all four versions are then listed.
Select version 2 and version 4 and choose Compare.
The comparison results indicate which components were changed and which
were added.
a) Proceed as described in the exercise.
You can adjust the display, if required, by choosing Change Table
Filter.
8. You now want to upload the multilevel BOM and any related object links.
In the back-end system, navigate to the relevant transaction to export the
BOM.
On the initial screen for the product structure browser, enter material T-F1##.
Open the folder for the BOM and drag BOM T-F1##/1000/1/01 to the list of
selected objects by using drag and drop.
Choose Copy Objects.
Continued on next page
80 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Bills of Material
On the screen that appears, select the target folder.
The data is to be transferred to the Bill of material area in the As engineered
folder in the collaborative scenario. Choose Choose Standard Folder and
navigate to the PLM512-## collaborative scenario. Select the As engineered
folder that you created and then Bill of material.
Change the remaining settings as follows:
BOM Application PP01
Indicator Multilevel
Indicator Include Linked Documents
Choose Check.
Hint: From the information displayed, you can see that the data has
been changed and that material masters and documents have been
added.
Choose Copy Objects.
The system then displays a message that the objects have been transferred
successfully. In the cFolders application, check that the objects were
transferred.
a) Navigate as follows:
Environment !Collaboration !cFolders !Export Objects to
cFolders
The product structure browser is displayed. Proceed as described in
the exercise.
If you check the objects before transferring them, you can select the
Materials tab page.
The material masters for the BOM are listed here. Some are new,
others are changed.
9. In the cFolders application, check the BOM again.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 81
Unit 3: Master Data PLM512
Log on to the cFolders scenario again using user PLM512-##. Navigate to
your PLM512-## collaborative scenario, then to the As engineered folder,
and finally to the Bill of material folder. The BOM and the relevant material
masters are listed here; they now have a new version.
Hint: The BOM now has version 6; the changed material masters
now have version 3.
a) Proceed as described in the exercise.
10. Compare the BOMs.
To do this, select the BOM; all six versions are then listed.
Select version 2 and version 6 and choose Compare.
The comparison results indicate which components were changed and which
were added.
a) Proceed as described in the exercise.
82 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Bills of Material
Lesson Summary
You should now be able to:
• Create BOMs in cFolders
• Transfer BOMs to the back-end system and transfer back the changed data
• Compare BOMs
• Export BOMs
2006/Q2 © 2006 SAP AG. All rights reserved. 83
Unit Summary PLM512
Unit Summary
You should now be able to:
• Create material masters in the cFolders application
• Transfer material masters from the back-end system and transfer back the
changed data
• Create BOMs in cFolders
• Transfer BOMs to the back-end system and transfer back the changed data
• Compare BOMs
• Export BOMs
84 © 2006 SAP AG. All rights reserved. 2006/Q2
Unit 4
Document Management
Unit Overview
This unit explains all you need to know about documents and document
management. This includes mass uploading and downloading as well as redlining
or dimensioning and sectioning.
Unit Objectives
After completing this unit, you will be able to:
• Create documents in the cFolders scenario
• Display documents in the cFolders scenario and add redlining information
• Transfer documents to and from the back-end system
Unit Contents
Lesson: Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Exercise 7: Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
2006/Q2 © 2006 SAP AG. All rights reserved. 85
Unit 4: Document Management PLM512
Lesson: Documents
Lesson Overview
This lesson provides an overview of document management in the cFolders
application. It also guides you through the process of transferring data to and from
the back-end system.
Lesson Objectives
After completing this lesson, you will be able to:
• Create documents in the cFolders scenario
• Display documents in the cFolders scenario and add redlining information
• Transfer documents to and from the back-end system
Business Example
In the engineering department, a large number of documents are used in product
development for the new oil pump. You want to be able to extend the availability
of this data to your development partners and suppliers. You also want them to be
able to edit the documents locally and subsequently make the changed documents
available in the cFolders scenario.
Documents
In most cases, the new pump prototypes are developed in external CAD systems.
This data is also stored in documents in the cFolders scenario. You do this by
creating a document and assigning a local file. This file is then stored in the
relevant secure storage area in the cFolders scenario.
86 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Documents
Figure 26: Documents
Documents and their files can be displayed directly in the cFolders scenario.
When you use the Engineering Client Viewer (ECL viewer), you can use most
of the ECL functions.
If necessary, you can write-protect documents using a write lock.
You can subscribe to documents. You are informed of all changes by e-mail.
Document structure: Documents can also be included in a document structure.
The document structure is based on the generic objects that you can use to define
your own objects.
When you create a document structure, you can categorize each document.
Redlining: When you display an original application file using the integrated
ECL viewer, you can use the following functions:
• Measuring: You can measure the original 2D and 3D application files. To do
this, the ECL viewer is calibrated and made available for measuring.
• Redlining: You use the standard redlining functions.
2006/Q2 © 2006 SAP AG. All rights reserved. 87
Unit 4: Document Management PLM512
Figure 27: Documents: Redlining
Figure 28: Documents: Mass Upload
If you mass process documents, you can transfer multiple documents
simultaneously from a local directory using Microsoft Windows Explorer (MS
Windows Explorer). To use this function, you must first install a separate plug-in.
88 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Documents
Document Management in the Back-End System
Figure 29: Two Worlds
SAP document management enables you to integrate external files (original
application files) in SAP ERP systems. The external files can be in any format.
You use a document info record as the SAP ERP object; this controls the
processing flow in the SAP ERP system. The document info record can be linked
to other SAP ERP objects, in order to make the original information available to
these SAP ERP objects. The original application files can be stored in different
secure storage areas, and displayed and processed directly from the document info
record. Access is controlled using the authorization concept of the SAP ERP
system.
A document is an information carrier that stores specific information, which is
determined for either the user or used to exchange information between systems
(DIN definition). The document is made up of a document info record and the
corresponding original document files that were stored in files or printed.
2006/Q2 © 2006 SAP AG. All rights reserved. 89
Unit 4: Document Management PLM512
Figure 30: Document Info Record
Document info records allow you to manage original document files and control
the processing flow. You can link a document info record to other SAP ERP
objects, such as materials or equipment. The document info record also supports
versioning and classification.
A document info record has a special key. The document number can only ever be
used with one document type. The document type is the central element of the
document key. A document part can be used to divide up original information. The
version allows users to make different change statuses visible during processing
by using different versions in the document.
The actual information is contained in the original document files that are
assigned. If required, you can also store the original document files in a secure
storage area and display or edit them directly when processing the document info
record. You can use the ECL viewer, or Microsoft Office integration to do this.
Third-party CAD systems are connected to the SAP ERP system by using the SAP
PLM interface, and third-party archiving systems are connected by using the
ArchiveLink interface.
90 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Documents
Figure 31: Detail Screen for Document Info Record
The document info record features simple and clear navigation; the most important
functions are available as pushbuttons or on tab pages.
Any number of original application files can be linked within the document info
record and then displayed or changed by navigating with pushbuttons. Original
application files can be displayed from within the document info record or in
a separate application.
2006/Q2 © 2006 SAP AG. All rights reserved. 91
Unit 4: Document Management PLM512
92 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Documents
Exercise 7: Documents
Exercise Objectives
After completing this exercise, you will be able to:
• Create documents
• Transfer documents to and from the back-end system
Business Example
In the engineering department, a large number of documents are used in product
development for the new oil pump. You make this data available to your
development partners and suppliers on the cFolders platform. You also want
them to be able to edit the documents locally and subsequently make the changed
documents available in the cFolders scenario.
Task 1:
In this exercise, you create documents and copy entire collaborative scenarios
to the competitive scenarios.
1. You want to make a document info record from the back-end system
available to the standard scenario.
To do this, start the relevant transaction to export documents; this is the
Export Documents to cFolders transaction.
Choose Find and enter the document info record.
Document T-D01
Document Type DRM
Document Part 000
Document Version 00
Select all rows and choose Set Folder.
Select the standard scenario PLM512-##-S and then As engineered and
Documents.
Transfer the documents.
2. You now want to check the uploaded documents.
Log on again to the cFolders scenario and navigate to your standard scenario
PLM512-##-S to check that the documents were transferred. Navigate to
your Documents folder. The transferred documents are listed.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 93
Unit 4: Document Management PLM512
Change the description for each of the documents by adding PLM512-##.
Hint: You will only be able to find your documents later if you add
this information to the description.
3. Assign the documents to the bill of material (BOM) that you first created in
the collaborative scenario.
Navigate to the collaborative scenario PLM512-## and then to the As
designed folder.
Navigate to the detail screen for the last version of the BOM.
In this view, you can add linked documents.
Choose the relevant pushbutton.
Restrict the selection and use the following data for the search query:
Search Term 1: PLM512-##
Search in: Standards and Current Work Area
Start the search.
Select a document. This is now assigned to the BOM.
Task 2:
Create another competitive scenario.
1. Create a competitive scenario. To do this, use the collaborative scenario as a
template. Create the first folder with the following data:
Create with Template PLM512-##
Name PLM512-##-B
Description Competitive Scenario
PLM512-##-B
Hint: Do not forget the template.
Save the data.
The data is copied from the collaborative scenario.
2. In the competitive scenario, select the first entry in the navigation bar.
PLM512-##-B
Continued on next page
94 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Documents
This entry contains a list of your work areas. The list currently contains
just the Public Area.
Choose Create to create additional work areas.
Create the following work area:
- Name: PLM512-##-B1
- Description: Work Area Supplier B1
Save.
3. Choose the competitive scenario. In the dropdown menu, select Public Area.
Navigate to the As engineered folder and then to the Bill of material folder.
In the Bill of material, select the BOM T-F1##. Note the versions.
Caution: Note that only the last version was transferred.
Navigate to the detail screen for the BOM.
Assign a document from the standard scenario.
Choose Add and search for documents using the following search criteria:
Search Term 1: PLM512-##
Search in: Standards and Current Work Area
Select the Microsoft (MS) Word document T-D01.
4. Navigate to the detail screen of the assigned document and choose Download
to download the file to your local PC.
Hint: Pay particular attention to the current menu position. If
you have completed this task successfully, the document is now
downloaded from the standard scenario.
Caution: If a query relating to a security certificate is displayed,
confirm the query.
Save the MS Word document using the following name:
C:\PLM512-##.doc
Caution: If you are working in a Citrix environment, use the
following name:
N:\PLM512-##.doc
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 95
Unit 4: Document Management PLM512
Log off your PLM512-## user from the cFolders scenario.
Task 3:
You now want to upload to the same folder, but in a different work area. To do
this, you use user PLM-##.
1. In the back-end system, navigate to the relevant entry for the cFolders
scenario and start the Internet application. Log on using the following user:
User PLM-##
Password INIT
2. Navigate to the competitive scenario PLM512-##-B. Select PLM512-##-B1
as the work area. Navigate in the folder to Bill of material. Select the BOM
T-F1##. Navigate to the detail screen.
Caution: Since you assigned the document in the public work area,
no document links are available here. You also cannot load the
new document.
3. Navigate to the Documents folder and assign a new document.
Choose Create and then Document.
Caution: Ensure that you are in the correct work area,
PLM512-##-B1.
Enter the following data for the document.
Name PLM512-##-B1
Description Techn. Document Supplier B1
Select Upload Local File and choose Continue.
Browse to your local drive and select the Microsoft Word file
PLM512-##.doc.
You copied this file to the C:\ or N:\ drive of your PC in a previous exercise.
Save.
4. Assign the new MS Word document to your BOM.
Navigate to the Bill of material folder. Select the BOM T-F1##. Navigate
to the detail screen.
Continued on next page
96 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Documents
Caution: Ensure that you are in the correct work area,
PLM512-##-B1.
Assign your new document to PLM512-##-B1.
Hint: An MS Word document is now assigned to the work area
for user PLM-##.
Save the assignment.
5. Switch to the Public Area. Navigate to the BOM T-F1##. Display the last
version. The first MS Word document that you assigned as user PLM512-##
is listed.
2006/Q2 © 2006 SAP AG. All rights reserved. 97
Unit 4: Document Management PLM512
Solution 7: Documents
Task 1:
In this exercise, you create documents and copy entire collaborative scenarios
to the competitive scenarios.
1. You want to make a document info record from the back-end system
available to the standard scenario.
To do this, start the relevant transaction to export documents; this is the
Export Documents to cFolders transaction.
Choose Find and enter the document info record.
Document T-D01
Document Type DRM
Document Part 000
Document Version 00
Select all rows and choose Set Folder.
Select the standard scenario PLM512-##-S and then As engineered and
Documents.
Transfer the documents.
a) Navigate as follows:
User menu: Environment !Collaboration !cFolders !Export
Documents to cFolders
2. You now want to check the uploaded documents.
Log on again to the cFolders scenario and navigate to your standard scenario
PLM512-##-S to check that the documents were transferred. Navigate to
your Documents folder. The transferred documents are listed.
Change the description for each of the documents by adding PLM512-##.
Hint: You will only be able to find your documents later if you add
this information to the description.
a) Navigate as described above.
3. Assign the documents to the bill of material (BOM) that you first created in
the collaborative scenario.
Continued on next page
98 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Documents
Navigate to the collaborative scenario PLM512-## and then to the As
designed folder.
Navigate to the detail screen for the last version of the BOM.
In this view, you can add linked documents.
Choose the relevant pushbutton.
Restrict the selection and use the following data for the search query:
Search Term 1: PLM512-##
Search in: Standards and Current Work Area
Start the search.
Select a document. This is now assigned to the BOM.
a) Navigate as described in the exercise.
Hint: The documents from the As engineered folder are not
available because they belong to a different work area.
Task 2:
Create another competitive scenario.
1. Create a competitive scenario. To do this, use the collaborative scenario as a
template. Create the first folder with the following data:
Create with Template PLM512-##
Name PLM512-##-B
Description Competitive Scenario
PLM512-##-B
Hint: Do not forget the template.
Save the data.
The data is copied from the collaborative scenario.
a) Select the relevant entry in the toolbar and create a new scenario.
Hint: Do not forget the template.
2. In the competitive scenario, select the first entry in the navigation bar.
PLM512-##-B
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 99
Unit 4: Document Management PLM512
This entry contains a list of your work areas. The list currently contains
just the Public Area.
Choose Create to create additional work areas.
Create the following work area:
- Name: PLM512-##-B1
- Description: Work Area Supplier B1
Save.
a) Proceed as described in the exercise.
3. Choose the competitive scenario. In the dropdown menu, select Public Area.
Navigate to the As engineered folder and then to the Bill of material folder.
In the Bill of material, select the BOM T-F1##. Note the versions.
Caution: Note that only the last version was transferred.
Navigate to the detail screen for the BOM.
Assign a document from the standard scenario.
Choose Add and search for documents using the following search criteria:
Search Term 1: PLM512-##
Search in: Standards and Current Work Area
Select the Microsoft (MS) Word document T-D01.
a) Proceed as described in the exercise.
4. Navigate to the detail screen of the assigned document and choose Download
to download the file to your local PC.
Hint: Pay particular attention to the current menu position. If
you have completed this task successfully, the document is now
downloaded from the standard scenario.
Caution: If a query relating to a security certificate is displayed,
confirm the query.
Save the MS Word document using the following name:
C:\PLM512-##.doc
Caution: If you are working in a Citrix environment, use the
following name:
Continued on next page
100 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Documents
N:\PLM512-##.doc
Log off your PLM512-## user from the cFolders scenario.
a) Navigate as described in the exercise.
Task 3:
You now want to upload to the same folder, but in a different work area. To do
this, you use user PLM-##.
1. In the back-end system, navigate to the relevant entry for the cFolders
scenario and start the Internet application. Log on using the following user:
User PLM-##
Password INIT
a) Open the logon screen in the SAP back-end system; on the logon screen
for the cFolders scenario, enter the user and password for the new user.
2. Navigate to the competitive scenario PLM512-##-B. Select PLM512-##-B1
as the work area. Navigate in the folder to Bill of material. Select the BOM
T-F1##. Navigate to the detail screen.
Caution: Since you assigned the document in the public work area,
no document links are available here. You also cannot load the
new document.
a) Proceed as described in the exercise.
3. Navigate to the Documents folder and assign a new document.
Choose Create and then Document.
Caution: Ensure that you are in the correct work area,
PLM512-##-B1.
Enter the following data for the document.
Name PLM512-##-B1
Description Techn. Document Supplier B1
Select Upload Local File and choose Continue.
Browse to your local drive and select the Microsoft Word file
PLM512-##.doc.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 101
Unit 4: Document Management PLM512
You copied this file to the C:\ or N:\ drive of your PC in a previous exercise.
Save.
a) Proceed as described in the exercise.
4. Assign the new MS Word document to your BOM.
Navigate to the Bill of material folder. Select the BOM T-F1##. Navigate
to the detail screen.
Caution: Ensure that you are in the correct work area,
PLM512-##-B1.
Assign your new document to PLM512-##-B1.
Hint: An MS Word document is now assigned to the work area
for user PLM-##.
Save the assignment.
a) Proceed according to the exercise. If you attached the document to the
BOM as an object link, use the user PLM-## for this step. You can
establish this from the overview.
5. Switch to the Public Area. Navigate to the BOM T-F1##. Display the last
version. The first MS Word document that you assigned as user PLM512-##
is listed.
a) If you use multiple work areas in the competitive scenario, you cannot
change the folder structures, but you can change their content. As the
person responsible for the scenario, you have provided a general MS
Word document; the supplier has changed this document and uploaded
the changed version.
102 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Documents
Lesson Summary
You should now be able to:
• Create documents in the cFolders scenario
• Display documents in the cFolders scenario and add redlining information
• Transfer documents to and from the back-end system
2006/Q2 © 2006 SAP AG. All rights reserved. 103
Unit Summary PLM512
Unit Summary
You should now be able to:
• Create documents in the cFolders scenario
• Display documents in the cFolders scenario and add redlining information
• Transfer documents to and from the back-end system
104 © 2006 SAP AG. All rights reserved. 2006/Q2
Unit 5
Other Objects
Unit Overview
Unit Objectives
After completing this unit, you will be able to:
• Create relevant objects
• List generic objects
• Use generic objects, such as document structures.
• Search locally within a scenario
• Search globally within the cFolders application
Unit Contents
Lesson: Structured Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106
Exercise 8: Structured Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Lesson: Generic Objects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125
Lesson: Object Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128
Exercise 9: Object Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131
2006/Q2 © 2006 SAP AG. All rights reserved. 105
Unit 5: Other Objects PLM512
Lesson: Structured Objects
Lesson Overview
This lesson introduces further objects of the cFolders solution that can be used as
supplementary information for the master data.
Lesson Objectives
After completing this lesson, you will be able to:
• Create relevant objects
Business Example
Within the cFolders application, you create various master data such as documents,
material masters, or bills of material. The development partners want to discuss
this data but not by telephone, e-mail, or fax.
Therefore, you are looking for a solution to use discussion forums and
communication methods within the cFolders application.
Besides the numbering and description of objects, you are looking for other
methods to define object properties in the system. Therefore, you are looking for
something similar to object classification in the cFolders application.
Object Services
This section provides an overview of cFolders scenario services. This includes,
for example, discussion forums, notifications, bookmarks, notes, and data sheets.
106 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Structured Objects
Figure 32: Discussion Forums
Discussion: A discussion enables development partners to discuss general topics
on the Internet. All entries are archived. Entries can be listed so that the last
entry is displayed first.
Figure 33: Notifications
2006/Q2 © 2006 SAP AG. All rights reserved. 107
Unit 5: Other Objects PLM512
Notifications: Notifications are short messages to notify one or more users about
changes within the cFolders scenario.
The recipient requires at least read authorization.
If the subscription function is activated, cFolders generates a notification to
inform the user about changes to an object. If the e-mail function is activated, the
recipient also receives an e-mail notification. If the e-mail option is set to “daily or
weekly”, the system collects notifications over a longer period of time.
Figure 34: Navigation Notifications
Notifications can be hidden. Detail screens in the cFolders scenario have a
notification button.
108 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Structured Objects
Figure 35: Bookmarks
Bookmarks: If you use the bookmarks function, you can use any Intranet or
Internet page within the cFolders scenario. For example, this enables you to enter
a reference to your project documentation that you have stored on the Intranet.
Bookmarks can also be used as references to objects within the cFolders scenario.
To do this, you assign the bookmark to the object and then reinsert it in the relevant
folder. This bookmark can then be opened in the same or in a new window.
2006/Q2 © 2006 SAP AG. All rights reserved. 109
Unit 5: Other Objects PLM512
Figure 36: Notes
Note: A note is a long text that you can define in the cFolders scenario. This
long text can be used as project documentation. However, users should clearly
differentiate its function from discussions and documents.
If you work with notes, you can also assign them versions.
110 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Structured Objects
Data Sheets
Figure 37: Definition of a Data Sheet
Data Sheet: Data sheets in cFolders describe the requirements for components that
are produced or procured in a collaboration. You can define these requirements
in the cFolders system by creating new classes and characteristics or by directly
importing classes (for example, B.UNSPSC, ecl@ss, R/3 CA-CL).
Figure 38: Classes in cFolders
2006/Q2 © 2006 SAP AG. All rights reserved. 111
Unit 5: Other Objects PLM512
When you create a data sheet, you then require a class.
A class contains the required characteristics since characteristics and their values
are not directly assigned to objects such as materials. You assign the relevant
characteristics to the class and then link the data sheet to the class.
The characteristics are assigned in the specification.
Figure 39: Characteristics in Classes
You create the characteristics for a class. When you define the characteristic,
you can select:
• a name
• a description
• a user-defined unit
• a type (number, character string, value set)
• a required entry (required characteristic)
If you create the characteristics and work with them within a class system with
subclasses, you can also pass the characteristic values to subclasses within the
class hierarchy.
112 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Structured Objects
Figure 40: Specification
In the data sheet specification, you can assign the values to the characteristic value
assignment. You can then save the data sheet as an XML file on your local PC.
You can also compare multiple data sheets in Microsoft Excel.
2006/Q2 © 2006 SAP AG. All rights reserved. 113
Unit 5: Other Objects PLM512
114 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Structured Objects
Exercise 8: Structured Objects
Exercise Objectives
After completing this exercise, you will be able to:
• Use bookmarks and notes
• Define data sheets and specifications
Business Example
Within the cFolders application, you have created various master data such as
documents, material masters, or bills of material. You want to discuss this data
with your development partners but not by telephone, e-mail, or fax.
Besides the numbering and description of objects, you want to use classification to
define object properties in the system.
Task 1:
In this task, create the required service objects. This includes discussion forums,
notes, or notifications. Do this by using user PLM512-##. Log on again to the
cFolders scenario.
1. First, in the Miscellaneous folder of the collaborative scenario PLM512-##,
you want to create a discussion platform.
Navigate to the As engineered folder, and then to the Miscellaneous folder.
Choose Create and then Discussion.
Use the following data:
Name PLM512-##
Description Discussion Prototype
Save the data.
On the screen that appears next, post a discussion entry.
2. Next, log on again using user PLM-## and enhance the entry content of the
discussion. Close the cFolders application before logging on to the SAP
system. Use the data:
User PLM-##
Password Your SAP password
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 115
Unit 5: Other Objects PLM512
Navigate to the PLM512-## collaborative scenario and to the Miscellaneous
folder.
Open the discussion entry and add a discussion.
Stay in the discussion entry.
3. You now want to create a notification in the discussion entry. Continue to
use user PLM-## to do this.
Choose Notifications and create a new notification:
Priority High
Subject Discussion entry PLM512-##
Comment “Any”
Recipient PLM512-##
Send the notification.
Since your other user is the recipient of the notification, you can check that
it was sent.
Log on again to the cFolders scenario.
User PLM512-##
Password Your SAP password
Navigate to the initial area, and in the navigation bar, choose Received
Notifications. The notification that you created as user PLM-## is displayed.
4. You now want to create bookmarks in the Miscellaneous folder of the
collaborative scenario PLM512-##.
In the Miscellaneous folder, choose Create and then Bookmarks. Use the
following data:
Name Bookmark for Miscellaneous
Description Any
Bookmark to http://www.sap.com
Save the data.
You can also create a bookmark to a folder object. To do this, in the
Miscellaneous folder, select your discussion forum entry and in the folder
content toolbar, choose Copy as Bookmark.
Continued on next page
116 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Structured Objects
Navigate to the Bill of material folder in the As engineered area and in the
folder content toolbar, choose Paste. A bookmark to your discussion forum
is displayed in the other folder.
Test the bookmark. You now want to display the bookmark in a new window.
5. In the Miscellaneous folder, you want to create a note.
Navigate to the folder and choose Create. You now want to create a note.
Create a note.
Save the data.
After you have created the note, create a second version of the note.
To do this, select the existing text and create a second version.
In the Description field, specify a reason for this version and then enter
a note.
Save the data.
Task 2:
Next, create a data sheet. Using a data sheet, you can define the properties of your
object. This corresponds to the SAP classification system.
1. Navigate to the Miscellaneous folder. Create a data sheet as folder content.
Define:
Name Data Sheet PLM512-##
Description Pump Prototype
Save the data.
Caution: If you cannot create a data sheet, navigate in the initial
menu to the cFolders Administration area. From here, you can
activate Data Sheet.
2. After you save, the detail screen appears. Choose Edit and then Process
Classes. In a consulting project, the SAP classification system can be
integrated.
Create the class using the following data:
Name PLM512-##
Description Class PLM512-##
Confirm the data and save the data sheet.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 117
Unit 5: Other Objects PLM512
3. After you create a new class, you have to create characteristics. To do this,
change the existing class.
Create the following two characteristics:
Characteristic 1
Name PLM512-##-01
Description Pump Height
Unit M
Type Number
Confirm this data.
Characteristic 2
Name PLM512-##-02
Description Pump Capacity
Unit M3
Type Number
Confirm this data.
Save the data sheet.
4. After you create a new class, use a specification for characteristic value
assignment. To do this, return to the initial area of the data sheet, and process
it.
Choose Process Specifications. Create a new specification. Assign the name:
Specification PLM512-##
Navigate to the specification detail screen. Your created class is displayed.
After you assign the class, an overview of your characteristics is displayed.
Assign values. Confirm this data.
Save your data sheet.
118 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Structured Objects
Solution 8: Structured Objects
Task 1:
In this task, create the required service objects. This includes discussion forums,
notes, or notifications. Do this by using user PLM512-##. Log on again to the
cFolders scenario.
1. First, in the Miscellaneous folder of the collaborative scenario PLM512-##,
you want to create a discussion platform.
Navigate to the As engineered folder, and then to the Miscellaneous folder.
Choose Create and then Discussion.
Use the following data:
Name PLM512-##
Description Discussion Prototype
Save the data.
On the screen that appears next, post a discussion entry.
a) Proceed according to the exercise.
2. Next, log on again using user PLM-## and enhance the entry content of the
discussion. Close the cFolders application before logging on to the SAP
system. Use the data:
User PLM-##
Password Your SAP password
Navigate to the PLM512-## collaborative scenario and to the Miscellaneous
folder.
Open the discussion entry and add a discussion.
Stay in the discussion entry.
a) Proceed as described in the exercise.
Caution: Do not forget to change the user.
3. You now want to create a notification in the discussion entry. Continue to
use user PLM-## to do this.
Choose Notifications and create a new notification:
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 119
Unit 5: Other Objects PLM512
Priority High
Subject Discussion entry PLM512-##
Comment “Any”
Recipient PLM512-##
Send the notification.
Since your other user is the recipient of the notification, you can check that
it was sent.
Log on again to the cFolders scenario.
User PLM512-##
Password Your SAP password
Navigate to the initial area, and in the navigation bar, choose Received
Notifications. The notification that you created as user PLM-## is displayed.
a) If you want to create a notification, choose the relevant pushbutton.
The pushbutton is located on the detail screen of the discussion entry.
When you create a notification, you can enter users, who you have
assigned to your folder, as recipients. This scenario can also be used for
individual objects that are in the folder.
4. You now want to create bookmarks in the Miscellaneous folder of the
collaborative scenario PLM512-##.
In the Miscellaneous folder, choose Create and then Bookmarks. Use the
following data:
Name Bookmark for Miscellaneous
Description Any
Bookmark to http://www.sap.com
Save the data.
You can also create a bookmark to a folder object. To do this, in the
Miscellaneous folder, select your discussion forum entry and in the folder
content toolbar, choose Copy as Bookmark.
Navigate to the Bill of material folder in the As engineered area and in the
folder content toolbar, choose Paste. A bookmark to your discussion forum
is displayed in the other folder.
Continued on next page
120 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Structured Objects
Test the bookmark. You now want to display the bookmark in a new window.
a) If you create a bookmark as an Internet link, this is a new folder object.
Therefore, select the relevant entries and define the bookmark.
b) If you create a bookmark as an existing folder object, this is a reference.
Therefore, only select your object and select the relevant entry.
5. In the Miscellaneous folder, you want to create a note.
Navigate to the folder and choose Create. You now want to create a note.
Create a note.
Save the data.
After you have created the note, create a second version of the note.
To do this, select the existing text and create a second version.
In the Description field, specify a reason for this version and then enter
a note.
Save the data.
a) As described in the exercise, create two versions of the note.
Task 2:
Next, create a data sheet. Using a data sheet, you can define the properties of your
object. This corresponds to the SAP classification system.
1. Navigate to the Miscellaneous folder. Create a data sheet as folder content.
Define:
Name Data Sheet PLM512-##
Description Pump Prototype
Save the data.
Caution: If you cannot create a data sheet, navigate in the initial
menu to the cFolders Administration area. From here, you can
activate Data Sheet.
a) In the Miscellaneous folder, choose the relevant pushbutton. Then,
select the data sheet in the object list.
2. After you save, the detail screen appears. Choose Edit and then Process
Classes. In a consulting project, the SAP classification system can be
integrated.
Create the class using the following data:
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 121
Unit 5: Other Objects PLM512
Name PLM512-##
Description Class PLM512-##
Confirm the data and save the data sheet.
a) Create the data sheet again. Since no class has been transferred from
the SAP system, create a new class. The class does not have any
characteristics or object assignments. This occurs in separate steps.
3. After you create a new class, you have to create characteristics. To do this,
change the existing class.
Create the following two characteristics:
Characteristic 1
Name PLM512-##-01
Description Pump Height
Unit M
Type Number
Confirm this data.
Characteristic 2
Name PLM512-##-02
Description Pump Capacity
Unit M3
Type Number
Confirm this data.
Save the data sheet.
a) When you change the class, you can create new characteristics and
assign these directly to the class.
4. After you create a new class, use a specification for characteristic value
assignment. To do this, return to the initial area of the data sheet, and process
it.
Choose Process Specifications. Create a new specification. Assign the name:
Specification PLM512-##
Navigate to the specification detail screen. Your created class is displayed.
Continued on next page
122 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Structured Objects
After you assign the class, an overview of your characteristics is displayed.
Assign values. Confirm this data.
Save your data sheet.
a) When you do this exercise, first create the data sheet as a basic
structure. Assign existing classes to the data sheet or create new classes.
b) When you create new classes, you can assign further subclasses or
create new characteristics. You can assign values to characteristics
of the specification.
c) The specification is available if you return to the data sheet and want
to process it. Besides characteristic value assignment, you can also
include additional descriptions.
2006/Q2 © 2006 SAP AG. All rights reserved. 123
Unit 5: Other Objects PLM512
Lesson Summary
You should now be able to:
• Create relevant objects
124 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Generic Objects
Lesson: Generic Objects
Lesson Overview
This lesson provides an introduction to generic objects that you can use to enhance
objects.
Lesson Objectives
After completing this lesson, you will be able to:
• List generic objects
• Use generic objects, such as document structures.
Business Example
In your product development, you notice that you require additional objects
within the cFolders application that are not available in the standard installation.
Therefore, you are considering using generic objects to create additional objects.
Generic Objects
Figure 41: Generic Objects
Generic objects enable you to make customer-specific enhancements in the
cFolders scenario. These generic objects can consist of data fields and references.
The required authorizations are defined at field level.
Generic objects can be linked to a status profile. Thus, all functions are available
that exist in the standard objects.
2006/Q2 © 2006 SAP AG. All rights reserved. 125
Unit 5: Other Objects PLM512
Figure 42: Document Structure
A document structure can serve as a generic object. Using the document structure,
you can structure your documents in the cFolders scenario. You can include item
numbers or quantities.
Note that for user-defined generic objects, you cannot transfer data to the back-end
system. The bill of material is neither expanded nor transferred.
Figure 43: Document Structure in XML
As with other standard XML objects, XML files for generic objects can be
modified at any time to suit business needs. You can add units of measure or
change the descriptive text.
126 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Generic Objects
Lesson Summary
You should now be able to:
• List generic objects
• Use generic objects, such as document structures.
2006/Q2 © 2006 SAP AG. All rights reserved. 127
Unit 5: Other Objects PLM512
Lesson: Object Search
Lesson Overview
This lesson explains two ways to find objects: a local search in a scenario and a
global search within a cFolders application.
Lesson Objectives
After completing this lesson, you will be able to:
• Search locally within a scenario
• Search globally within the cFolders application
Business Example
In the engineering department, you store many files within the cFolders scenario.
In addition, you make data available for development partners and suppliers in
competitive scenarios.
Therefore, you are looking for an object search function that searches for objects
locally in individual scenarios and globally in all scenarios.
Object Search
The object search function within cFolders provides a local “quick search” and a
“global search”.
You use the quick search to search within a folder structure. You use the global
search to search across all collaborative and competitive scenarios.
The following properties can be used:
• Find special terms (within metadata)
• Navigate to result: * and + operators
• Link terms with AND or OR
• User requires read authorization to display results
128 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Object Search
Figure 44: Quick Search
Quick Search
When you use the quick search, which is available in every folder or subfolder,
the system searches for one or more search terms. You cannot save or edit the
search results.
Figure 45: Global Search
2006/Q2 © 2006 SAP AG. All rights reserved. 129
Unit 5: Other Objects PLM512
Global Search
The global search function is available in the initial navigation bar. It is therefore
available for the entire cFolders solution.
In global searches, you can search in the collaboration and competitive scenarios.
The following searches are available:
Search General Data:
• All available
• Name, Descriptions (with Versions)
• Name, Descriptions (Without Versions)
• Only Aliases
Search Folders/Objects:
• All available
• All available without materials and BOMs
• Materials and Bills of Material
• Only Documents with File
• Only Materials
• Only Bills of Material and Items
Global search requests are saved. You can repeat or remove them at any time. You
can navigate to the relevant objects from the search results.
130 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Object Search
Exercise 9: Object Search
Exercise Objectives
After completing this exercise, you will be able to:
• Search for objects locally
• Search for objects globally
Business Example
In the engineering department, you store many files within the cFolders scenario.
In addition, you make data available for development partners and suppliers in
competitive scenarios.
Therefore, you use local and global object searches that search for objects locally
in individual scenarios and globally in all scenarios.
Task:
You have created data in the cFolders system and now want to find this data. You
use the quick search for the local search.
If you want to search for objects in all scenarios, use the global search.
1. Use the quick search.
To do this, in your collaborative scenario PLM512-##, navigate to the First
Prototype folder. In the toolbar, choose Search.
Enter the following:
Search Term 1 PLM512-##
Link with OR
Start the search.
Your created objects are displayed on the result screen.
Select an object. The system navigates directly to the correct folder.
2. Since you want to expand your object search to other collaborative and
competitive scenarios, use the global search.
Navigate to the initial overview. Choose Search. Create a new global search
query.
Name: Global Search PLM512-##
Choose Advanced.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 131
Unit 5: Other Objects PLM512
Search Term 1 PLM512-##
Link with OR
Search General Data All available
Search folders/objects: All available
Start the search. The search is saved. You can restart it.
Check the search result. If required, navigate to the relevant objects.
132 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Object Search
Solution 9: Object Search
Task:
You have created data in the cFolders system and now want to find this data. You
use the quick search for the local search.
If you want to search for objects in all scenarios, use the global search.
1. Use the quick search.
To do this, in your collaborative scenario PLM512-##, navigate to the First
Prototype folder. In the toolbar, choose Search.
Enter the following:
Search Term 1 PLM512-##
Link with OR
Start the search.
Your created objects are displayed on the result screen.
Select an object. The system navigates directly to the correct folder.
a) Proceed according to the exercise.
2. Since you want to expand your object search to other collaborative and
competitive scenarios, use the global search.
Navigate to the initial overview. Choose Search. Create a new global search
query.
Name: Global Search PLM512-##
Choose Advanced.
Search Term 1 PLM512-##
Link with OR
Search General Data All available
Search folders/objects: All available
Start the search. The search is saved. You can restart it.
Check the search result. If required, navigate to the relevant objects.
a) When you use the global search, it is performed independently of
your scenarios. For this reason, the search option is available in the
navigation bar on the initial screen.
2006/Q2 © 2006 SAP AG. All rights reserved. 133
Unit 5: Other Objects PLM512
Lesson Summary
You should now be able to:
• Search locally within a scenario
• Search globally within the cFolders application
134 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Unit Summary
Unit Summary
You should now be able to:
• Create relevant objects
• List generic objects
• Use generic objects, such as document structures.
• Search locally within a scenario
• Search globally within the cFolders application
2006/Q2 © 2006 SAP AG. All rights reserved. 135
Unit Summary PLM512
136 © 2006 SAP AG. All rights reserved. 2006/Q2
Unit 6
Back-End Integration
Unit Overview
Unit Objectives
After completing this unit, you will be able to:
• Integrate a back-end system
• List different selection options for SAP objects
• Make necessary default settings
• Explain a data transfer using WebDAV
Unit Contents
Lesson: Back-End Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138
Lesson: Data Transfer with the Back-End System . . . . . . . . . . . . . . . . . . . . . . . . .145
Exercise 10: Back-End Transfer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149
2006/Q2 © 2006 SAP AG. All rights reserved. 137
Unit 6: Back-End Integration PLM512
Lesson: Back-End Integration
Lesson Overview
This lesson explains detail settings for back-end integration. Besides system
architecture, this also includes, for example, setting the HTTP service tree.
Lesson Objectives
After completing this lesson, you will be able to:
• Integrate a back-end system
Business Example
You want to link the cFolders scenario with the SAP back-end system to be able to
transfer data between systems.
In addition, you want to adapt objects that are available in the cFolders application
to suit business needs.
Until now, you assigned files either directly or by mass upload in the cFolders
application. You now want to transfer this to a Microsoft (MS) Windows Explorer
based interface.
System Architecture
The cFolders back-end integration allows you to transfer documents, material
masters, and bills of material between cFolders and an SAP system. It also allows
you to import and export objects to and from the cFolders scenario. In the standard
system, data transfer is triggered using the SAP system.
138 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Back-End Integration
Figure 46: Back-End Integration
In most cases, the cFolders scenario is installed on an external system outside the
company firewall. This means that external cFolders users cannot access the
productive system. External users can access the system by using the HTTPS
protocol. This is where external users find the data specifically provided for them.
This includes only a selection of the data that is available in the SAP back-end
system. From the material master, for example, you can make only selected basic
data available. All other data, such as planning or cost estimating data, is not
available to external users. Internal users also access the data in the cFolders
system by using HTTPS. Depending on the authorizations, internal users can
transfer data between the back-end and the cFolders system.
System Requirements
For Documents
• cFolders 1.1 or higher
• SAP R/3 4.6B or higher (back-end system)
• SAP R/3 Plug-In 2001.2 with Support Package 2 or higher
For Material Masters and Bills of Material
• cFolders 2.0 or higher
• SAP R/3 4.70 or 4.6c SP33 (back-end system) + SAP Note 546617
• SAP R/3 Plug-In 2002.2
2006/Q2 © 2006 SAP AG. All rights reserved. 139
Unit 6: Back-End Integration PLM512
Default Settings
Figure 47: System Connection
If you install the cFolders scenario on an external server, you require an RFC
connection for your SAP back-end system. You set this in Customizing and then
enter it as the target destination in cFolders Customizing.
If you also use your SAP back-end system as the cFolders system, enter your
current system as the destination. This can be useful if you use a cFolders scenario
within your own development group and do not exchange data with external
suppliers and development partners.
Figure 48: Knowledge Provider: Storage System Setting
You can store original application files as documents in the cFolders scenario.
The files are located in the SAP secure storage area. This process is referred
to as check-in. The files are checked by the SAP system and can only be used
with the correct authorization. This protects the original application files from
unauthorized use.
140 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Back-End Integration
Storage is controlled by the Knowledge Provider (KPro). KPro is part of SAP
Web Application Server. The HTTP content server or SAP databases can be
connected to the KPro. In the standard SAP delivery, you can install the SAP
HTTP content server.
In the KPro administration, you set the content repository and assign it to the
correct document usage CFF (cFolders). You then assign the content repository to
the content category. In the content repository, you can predefine the document
usage area if you have not done so previously.
Figure 49: WebDAV Settings
If you want to manage the cFolders application, you require the relevant WebDAV
settings. You can do this using transaction SICF. This is the transaction for the
maintenance of the HTTP service tree.
In this service tree, you make the WebDAV settings for the cFolders administration
and also for the MS Windows Explorer based data transfer. In the service tree, you
can transfer files to the folder of a cFolders application using drag and drop.
When you start the service tree, you can define an alias that you can assign in
MS Windows Explorer network paths.
• /defaulthost/sap/bc/kw/cfs
• /defaulthost/sap/cpro
The first alias is used for cFolders application settings. The second alias is used
for file assignment.
If you use an alias, you can set defaults for the clients and logon language.
2006/Q2 © 2006 SAP AG. All rights reserved. 141
Unit 6: Back-End Integration PLM512
As of cFolders Release 4.0, you can generate a URL for each folder within a
cFolders application. This URL consists of a section defined in Customizing
and a short form for the folder within the application. The predefined value in
Customizing points to an external alias that you set as default.
Figure 50: MS Windows Explorer: cFolders Settings
This figure provides an example of the cFolders folder for system settings in MS
Windows Explorer. All settings are made for each XML file. These files can
be changed to suit business needs. For example, you can restrict material type
and industry sector so that the development partner does not receive a detailed
overview of your system settings.
Figure 51: MS Windows Explorer: File Access
142 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Back-End Integration
This figure provides an example of the cFolders folder of a collaborative scenario
in MS Windows Explorer. The URL used is specified in the required folder in
the cFolders scenario and then assigned in the MS Windows Explorer network
settings. After you log on in MS Windows Explorer, the folder and all subfolders
appear. Files contained in the folder are also displayed. You can transfer this data
to or from normal MS Windows directories using drag and drop. This document
transfer is faster than mass uploading and downloading in the system.
2006/Q2 © 2006 SAP AG. All rights reserved. 143
Unit 6: Back-End Integration PLM512
Lesson Summary
You should now be able to:
• Integrate a back-end system
144 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Data Transfer with the Back-End System
Lesson: Data Transfer with the Back-End System
Lesson Overview
This lesson explains the different options for exchanging data with the back-end
system of a cFolders system.
Lesson Objectives
After completing this lesson, you will be able to:
• List different selection options for SAP objects
• Make necessary default settings
• Explain a data transfer using WebDAV
Business Example
You want to transfer data between the cFolders system and the SAP back-end
system. This transfer is to be bidirectional for documents, material masters, and
bills of material. In addition, you want to transfer files using WebDAV and be able
to evaluate bills of material.
Data Transfer: Import
Figure 52: Import from cFolders
2006/Q2 © 2006 SAP AG. All rights reserved. 145
Unit 6: Back-End Integration PLM512
If you transfer master data from the cFolders scenario to the SAP system, you
can choose a pure document import or directly import material masters, bills of
material, or documents. You select the objects and transfer them to an intermediate
view, in which you make the default settings for object numbers, plants, and so
on. The data is then transferred. Bills of material are recreated or changed, and
documents are recreated or assigned a version.
If material masters are transferred from the cFolders system without a material
number, an internal number is assigned in the back-end system. This number is
automatically transferred back to the cFolders system. The material master is
automatically assigned a version in the cFolders scenario.
Data Transfer: Export
Figure 53: Export to cFolders
If you want to transfer data from the SAP back-end system to the cFolders
system, you first select the relevant data in the SAP system. If this data includes
documents as well as material masters and bills of material, you can use the
product structure browser. In the product structure browser, you select the data
and then transfer it to a corresponding table. You then select to which target folder
you want to transfer the data. To do this, you can use a separate folder for each
object or define a standard folder for all objects. The data is then transferred to the
cFolders scenario, where it is then available for use.
If delta information, such as changes, are transferred, these changes are applied
to new versions.
146 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Data Transfer with the Back-End System
When you transfer the data, you can either use existing folders or, as of Release
4.0, directly create new folders. These can be collaborative, competitive, or
standard scenarios.
Data Transfer Using WebDAV
Figure 54: MS Windows Explorer: File Transfer
The data can also be transferred in MS Windows Explorer. To do this, you open
an application, create the relevant files, and save them directly in the cFolders
scenario.
The URL of the relevant folder must be entered as the network address in MS
Windows Explorer and the relevant system settings must be made in the SAP
system.
Exporting a Bill of Material in XML and CSV Format
Figure 55: Exporting a Bill of Material in XML
If you have created a bill of material in the cFolders application, you can export
it in XML or CSV format. This enables suppliers or development partners to
use the data in their systems.
2006/Q2 © 2006 SAP AG. All rights reserved. 147
Unit 6: Back-End Integration PLM512
During the export, you can specify the scope of the data. In Customizing, you
have already specified cFolders attributes with the XML attributes according
to the IPC-2571 standard for transferring bills of material. On the basis of this
standard, partner companies can load master data into their system.
148 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Data Transfer with the Back-End System
Exercise 10: Back-End Transfer
Exercise Objectives
After completing this exercise, you will be able to:
• Import data into the back-end system
• Export data from the back-end system
Business Example
You want to exchange data between the cFolders system and the back-end system.
This exchange is to be bidirectional for documents, material masters, and bills of
material.
Task:
In this exercise, you import your bill of material and export a bill of material to a
new standard scenario.
1. You want to execute an object import for your cFolders bill of material
T-F1##. In the SAP system, navigate to the relevant transaction.
Choose:
- cFolders Application: cFolders Training
- Explode Bill of Material on Multiple Levels
- Include Linked Documents
Choose Select cFolders Object.
Then, in the dialog box that appears, navigate to your collaborative scenario
PLM512-## and navigate in the As engineered folder to the Bill of material
folder.
Select only the bill of material:
T-F1##
To check the data, choose Check.
Choose Copy Objects.
In the result preview, you can identify which objects have been changed
or created.
2. You now want to export the changed T-F1## data to a new standard scenario.
Start the relevant transaction.
In the product structure browser, enter the material T-F1##.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 149
Unit 6: Back-End Integration PLM512
Then, select the bill of material: T-F1## / 1000 /1 / 01
Transfer this bill of material to the selected object list and transfer it to the
detail screen for transferring data.
Use the following data:
cFolders Application cFolders Training
Plant 1000
BOM Application PP01
Indicator Multiple levels
Indicator Include linked documents
Then, choose Create New Collaboration.
Use the following data:
Collaboration Name PLM512-##-S1
Scenario Standard scenario
Choose Check.
A green traffic light then appears for all objects.
Choose Copy Objects.
3. Log on again to the cFolders scenario using user PLM512-##.
In the initial area, choose Standards.
Your new standards scenario PLM512-##-S1 appears.
The folder contains all data.
150 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Data Transfer with the Back-End System
Solution 10: Back-End Transfer
Task:
In this exercise, you import your bill of material and export a bill of material to a
new standard scenario.
1. You want to execute an object import for your cFolders bill of material
T-F1##. In the SAP system, navigate to the relevant transaction.
Choose:
- cFolders Application: cFolders Training
- Explode Bill of Material on Multiple Levels
- Include Linked Documents
Choose Select cFolders Object.
Then, in the dialog box that appears, navigate to your collaborative scenario
PLM512-## and navigate in the As engineered folder to the Bill of material
folder.
Select only the bill of material:
T-F1##
To check the data, choose Check.
Choose Copy Objects.
In the result preview, you can identify which objects have been changed
or created.
a) User menu: Environment !Collaboration !cFolders !Import
Objects from cFolders
If you choose Check, the bills of material and their components are
entered in the list.
You can now identify which objects have only been changed and which
have been newly created.
2. You now want to export the changed T-F1## data to a new standard scenario.
Start the relevant transaction.
In the product structure browser, enter the material T-F1##.
Then, select the bill of material: T-F1## / 1000 /1 / 01
Transfer this bill of material to the selected object list and transfer it to the
detail screen for transferring data.
Use the following data:
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 151
Unit 6: Back-End Integration PLM512
cFolders Application cFolders Training
Plant 1000
BOM Application PP01
Indicator Multiple levels
Indicator Include linked documents
Then, choose Create New Collaboration.
Use the following data:
Collaboration Name PLM512-##-S1
Scenario Standard scenario
Choose Check.
A green traffic light then appears for all objects.
Choose Copy Objects.
a) User menu: Environment !Collaboration !cFolders !Export
Objects to cFolders
Proceed as described in the exercise.
3. Log on again to the cFolders scenario using user PLM512-##.
In the initial area, choose Standards.
Your new standards scenario PLM512-##-S1 appears.
The folder contains all data.
a) Proceed as described in the exercise.
152 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Data Transfer with the Back-End System
Lesson Summary
You should now be able to:
• List different selection options for SAP objects
• Make necessary default settings
• Explain a data transfer using WebDAV
2006/Q2 © 2006 SAP AG. All rights reserved. 153
Unit Summary PLM512
Unit Summary
You should now be able to:
• Integrate a back-end system
• List different selection options for SAP objects
• Make necessary default settings
• Explain a data transfer using WebDAV
154 © 2006 SAP AG. All rights reserved. 2006/Q2
Unit 7
Administration
Unit Overview
This unit introduces the concept of authorizations.
Unit Objectives
After completing this unit, you will be able to:
• Specify authorizations
• Create new users
• Use status management
Unit Contents
Lesson: Authorizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156
Exercise 11: Authorizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .161
Lesson: Status Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168
Exercise 12: Status Profiles. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171
2006/Q2 © 2006 SAP AG. All rights reserved. 155
Unit 7: Administration PLM512
Lesson: Authorizations
Lesson Overview
This lesson provides an overview of authorizations, user management, and status
scenarios.
Lesson Objectives
After completing this lesson, you will be able to:
• Specify authorizations
• Create new users
Business Example
In your product development, you work with development partners in the
collaborative scenario and with suppliers in the competitive scenario. In the
collaborative scenario, development partners receive authorizations to edit
folders or objects. In the competitive scenario, suppliers receive the relevant
authorizations for your work area.
Development partners already have relevant users. However, you still have to
create the supplier data.
Authorizations
The administrator assigns authorizations in the cFolders scenario. The
administrator can use the SAP AS role and authorization concept on which SAP
cProject Suite is installed. The cFolders scenario is a component of SAP cProject
Suite. The collaboration administrator can assign authorizations to users, user
groups, or roles. For example, every user can create a user group.
Authorizations within cFolders are always object-specific: They enable users to
carry out an activity on a specific object.
156 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Authorizations
Figure 56: Authorizations
The following authorizations are available:
• Read: The user can read the content of the object.
• Write = Read and Write: Write authorization contains read authorization.
The user can also change the object.
• Administration = Write and User Maintenance: Administration authorization
contains write authorization. The user can also assign authorizations.
• None: For restricted view of folders. With this authorization, users cannot
access the object. You can use this if the authorization for the object was
a result of inheritance or the use of user groups.
Figure 57: Inheritance of Authorizations
2006/Q2 © 2006 SAP AG. All rights reserved. 157
Unit 7: Administration PLM512
Within the cFolders scenario, authorizations are inherited. In this figure, the
Graphics card folder has the subfolder Part A. Steve Gates has read authorization
for the Graphics card folder. He therefore automatically has read authorization
for the subfolder Part A. As administrator, Bill Ellison gives Steve Gates write
authorization for the subfolder Part A. This authorization overrides the inherited
read authorization.
Figure 58: Inheritance in the Competitive Scenario
When you create a competitive scenario, a public area is created. All documents
that are necessary for the collaboration are entered. Suppliers can also enter
general data. You then create the individual work areas for suppliers. When you
create the authorizations for the various work areas, you can also change the
authorizations for the public work area.
User Administration
Figure 59: User Maintenance
158 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Authorizations
You can connect cFolders to Central User Administration. To do this, on the
overview page of User Administration, on the User tab page, select the Activate
Central User Administration indicator, and save. If the indicator is selected,
only general user data (such as first name, last name) can be displayed within
the cFolders scenario. In this case, you make changes to your central user
administration and export the changed data to cFolders. When you activate
Central User Administration, all pure cFolders-specific user data can still be
changed in cFolders.
Using the Functions for Local User Administration, you can create, change, copy,
and delete users and also reset passwords within cFolders. A wizard leads you
through the various processes. When you enter all necessary information, for
example, to create or change a user, you can also navigate back and forward
between the individual steps before you save your entries.
You can assign users either directly to objects or group them in user groups.
Figure 60: General Authorizations
Using transaction PFCG, you define roles in the Web AS system. If you
maintained roles centrally in the back-end system, you can use these roles in
the cFolders application.
Only the administrator can assign general authorizations. The administrator
uses role maintenance in the cFolders scenario and assigns authorizations to the
participants.
Guest Authorizations: Guest authorization is restricted to the public area within
a competitive scenario. The user does not have an overview of the secure work
areas. In a bidding scenario, partners must be able to view documents in the public
area. The administrator can set up a work area for partners if necessary.
2006/Q2 © 2006 SAP AG. All rights reserved. 159
Unit 7: Administration PLM512
In SRM Integration (SAP Bidding Engine), guest authorizations can automatically
be created. Guests do not require a work area to view public areas.
Filter by User: When you display cFolders scenarios, in the objects, you can
choose Additional Functions and then Overview.
Figure 61: Object Overview by User
When you filter objects by user, you can display the authorizations for each user
in contrast to a global display.
160 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Authorizations
Exercise 11: Authorizations
Exercise Objectives
After completing this exercise, you will be able to:
• Modify authorizations
Business Example
In the cFolders system, you want to assign the necessary authorizations for the
collaborative and competitive scenarios.
Task:
Assign the necessary authorizations for new and existing users.
1. You first want to assign user PLM-## to your new standard scenario.
Log on again to the cFolders scenario using user PLM512-##. Navigate
to the standard scenarios in the initial area. The standard scenario
PLM512-##-S1 is displayed.
Since all objects are in one folder, you can directly assign user PLM-##.
Choose Authorizations.
The user who created the folder is displayed.
Caution: Since the folder creation was done in the back-end system,
the RFC user is entered in most cases.
2. Assign user PLM-##. Choose Add and then User.
On the following detail screen, in the User or User Group field, enter
PLM-##. To search for the user, choose Search. To add the search result,
choose Add.
Choose Next.
Assign the following authorizations:
Select radio button Write
Do not select indicator Create Folder
Do not select indicator Delete
Save the user.
3. You now want to assign a new supplier to the competitive scenario.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 161
Unit 7: Administration PLM512
You first create a new user. In the navigation bar, choose User
Administration. Choose Create.
Enter the following data:
User PLM512-##-A1
First Name Hans
Last Name Supplier-##-A1
Description Supplier-##-A1
E-Mail Hans.Supplier-##-A1@abcd.com
Language, Time Zone, Date Format,
Decimal Format
any
Role SAP_CFX_USER
Complete the entry for the user by choosing Finish.
Then switch user to set the password. Search for:
PLM512-##
Replace ## with your group number.
Copy the user for the supplier.
Change the password to INITIAL.
Caution: If you receive a message about receiving e-mails, ignore
the message.
4. You now want to assign a new supplier to the competitive scenario.
Navigate to the competitive scenario PLM512-##-A.
Navigate to the work area PLM512-##-A1.
Navigate to the detail screen and choose Authorizations. Assign the user
PLM512-##-A1. This user is assigned to the work area and not the folder.
Assign the following authorizations:
Select radio button Write
Do not select indicator Create Folder
Do not select indicator Delete
Save the assignment.
Continued on next page
162 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Authorizations
Exit the cFolders application.
5. Log on as the supplier. Use the entry in the SAP user menu of the back-end
system and start the cFolders application.
User PLM512-##-A1
Password INITIAL
Navigate to the collaborative scenarios. No collaborative scenarios are
displayed.
Navigate to the competitive scenario. Choose the Supplier tab page. In the
toolbar, choose the work area PLM512-##-A1. In addition to this work area,
you can display only the public work area. Create new objects if necessary.
Log on as the supplier.
2006/Q2 © 2006 SAP AG. All rights reserved. 163
Unit 7: Administration PLM512
Solution 11: Authorizations
Task:
Assign the necessary authorizations for new and existing users.
1. You first want to assign user PLM-## to your new standard scenario.
Log on again to the cFolders scenario using user PLM512-##. Navigate
to the standard scenarios in the initial area. The standard scenario
PLM512-##-S1 is displayed.
Since all objects are in one folder, you can directly assign user PLM-##.
Choose Authorizations.
The user who created the folder is displayed.
Caution: Since the folder creation was done in the back-end system,
the RFC user is entered in most cases.
a) You created the standard scenario in the previous exercise.
The RFC user was assigned using transaction SM59.
2. Assign user PLM-##. Choose Add and then User.
On the following detail screen, in the User or User Group field, enter
PLM-##. To search for the user, choose Search. To add the search result,
choose Add.
Choose Next.
Assign the following authorizations:
Select radio button Write
Do not select indicator Create Folder
Do not select indicator Delete
Save the user.
a) Proceed as described in the exercise.
3. You now want to assign a new supplier to the competitive scenario.
You first create a new user. In the navigation bar, choose User
Administration. Choose Create.
Enter the following data:
Continued on next page
164 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Authorizations
User PLM512-##-A1
First Name Hans
Last Name Supplier-##-A1
Description Supplier-##-A1
E-Mail Hans.Supplier-##-A1@abcd.com
Language, Time Zone, Date Format,
Decimal Format
any
Role SAP_CFX_USER
Complete the entry for the user by choosing Finish.
Then switch user to set the password. Search for:
PLM512-##
Replace ## with your group number.
Copy the user for the supplier.
Change the password to INITIAL.
Caution: If you receive a message about receiving e-mails, ignore
the message.
a) Proceed as described in the exercise.
Choose the relevant pushbutton in the navigation bar.
4. You now want to assign a new supplier to the competitive scenario.
Navigate to the competitive scenario PLM512-##-A.
Navigate to the work area PLM512-##-A1.
Navigate to the detail screen and choose Authorizations. Assign the user
PLM512-##-A1. This user is assigned to the work area and not the folder.
Assign the following authorizations:
Select radio button Write
Do not select indicator Create Folder
Do not select indicator Delete
Save the assignment.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 165
Unit 7: Administration PLM512
Exit the cFolders application.
a) You can access work area PLM512-##-A1 by choosing the first entry
in the navigation bar. The first object displays the work areas used
that you can change.
Always use wildcards in searches.
5. Log on as the supplier. Use the entry in the SAP user menu of the back-end
system and start the cFolders application.
User PLM512-##-A1
Password INITIAL
Navigate to the collaborative scenarios. No collaborative scenarios are
displayed.
Navigate to the competitive scenario. Choose the Supplier tab page. In the
toolbar, choose the work area PLM512-##-A1. In addition to this work area,
you can display only the public work area. Create new objects if necessary.
Log on as the supplier.
a) Proceed as described in the exercise. Make sure you use the correct
user.
166 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Authorizations
Lesson Summary
You should now be able to:
• Specify authorizations
• Create new users
2006/Q2 © 2006 SAP AG. All rights reserved. 167
Unit 7: Administration PLM512
Lesson: Status Profiles
Lesson Overview
This lesson outlines how to use status profiles.
Lesson Objectives
After completing this lesson, you will be able to:
• Use status management
Business Example
In your product development, you work with development partners in the
collaborative scenario and with suppliers in the competitive scenario. When you
create objects in the cFolders scenario, you want to use status profiles to provide a
release process for your business.
Status Management
To create a status profile in Status Management, proceed as follows:
1. Create a status profile.
2. Create a status for every step, for example: new, in process, checked, and
released.
3. Define status transitions.
4. Define actions for each status transition: user notification for transition
(notification), reminder for users about deadlines.
168 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Status Profiles
Figure 62: Status Transitions
Status Settings
There is a initial status. An object can also have a protected status so that it can
only be edited using a new object or another status (administrator). You can define
actions such as times or periods.
Authorization Status
• Authorization status profile: status profile administration and object
assignment
• Status transition authorization: allows the user to change the status
• Object authorization: administration, read, or write
Write authorization allows the user to change the transition status if this is
permitted by status authorization.
2006/Q2 © 2006 SAP AG. All rights reserved. 169
Unit 7: Administration PLM512
Figure 63: Status Profile Assignment
A status profile can be assigned at various levels. This allows you to assign a
status profile to a folder and the objects contained in it.
If you require different status profiles for individual objects, assign these directly
to the objects.
Status Log
Each status change is logged. This allows you to check who changed folders or
objects.
170 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Status Profiles
Exercise 12: Status Profiles
Exercise Objectives
After completing this exercise, you will be able to:
• Create status profiles and assign objects
Business Example
In the scenario, you create a status profile to control the release process of
individual objects.
Task:
You want to control the release process of individual objects. To do this, you
create a status profile and assign it to the objects.
1. Log on again to the cFolders scenario using user PLM512-##.
2. Navigate to the navigation bar and choose Status Management. Create
a new status profile.
Name: Status Profile PLM512-##
Save.
3. Create three new statuses.
Status 1
Name In Process
Choose Save & Next.
Status 2
Name Checked
Choose Save & Next.
Status 3
Name Released
Indicator Protected
Choose Save.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 171
Unit 7: Administration PLM512
4. The statuses require status transitions. Define the first status transition so
that the initial status In Process has the target status Checked.
Name Status Transition 1
Initial Status In Process
Target Status Checked
Choose Save & Next.
5. Define the second status transition. Define the status transitions so that the
status Checked has the target status Released.
Name Status Transition 2
Initial Status Checked
Target Status Released
Save the data.
6. Restrict the use in the status profile. To do this, choose the relevant
pushbutton. As the object, choose Bill of material and then choose Assign.
7. Assign the status profile.
In your collaborative scenario PLM512-##, navigate to the Bill of material
folder. Assign the new status profile to your bill of material T-F1##.
Change the status so that the bill of material is released.
8. Try to change the released bill of material.
9. Try to assign the status profile to a material master. To do this, first select a
material master. When you choose Assign Status Profile, your status profile
is not displayed.
172 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Status Profiles
Solution 12: Status Profiles
Task:
You want to control the release process of individual objects. To do this, you
create a status profile and assign it to the objects.
1. Log on again to the cFolders scenario using user PLM512-##.
a) Proceed as described in the exercise.
2. Navigate to the navigation bar and choose Status Management. Create
a new status profile.
Name: Status Profile PLM512-##
Save.
a) In the toolbar, choose Create to create a new status profile. After you
save, you can create statuses and status transitions.
3. Create three new statuses.
Status 1
Name In Process
Choose Save & Next.
Status 2
Name Checked
Choose Save & Next.
Status 3
Name Released
Indicator Protected
Choose Save.
a) When choosing a status, decide whether the object or version is to be
protected.
4. The statuses require status transitions. Define the first status transition so
that the initial status In Process has the target status Checked.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 173
Unit 7: Administration PLM512
Name Status Transition 1
Initial Status In Process
Target Status Checked
Choose Save & Next.
a) Return to the status profile and choose the Status Transitions tab page.
Create the first status transition. Save the data and proceed. You can
create the next status transition.
5. Define the second status transition. Define the status transitions so that the
status Checked has the target status Released.
Name Status Transition 2
Initial Status Checked
Target Status Released
Save the data.
a) After you define the second status transition, save your data.
b) When defining a status transition, you can also define a notification if
necessary.
6. Restrict the use in the status profile. To do this, choose the relevant
pushbutton. As the object, choose Bill of material and then choose Assign.
a) Choose the relevant pushbutton.
7. Assign the status profile.
In your collaborative scenario PLM512-##, navigate to the Bill of material
folder. Assign the new status profile to your bill of material T-F1##.
Change the status so that the bill of material is released.
a) To do this, navigate to the detail information of your bill of material and
assign your status profile. Your status profile is proposed by the system.
8. Try to change the released bill of material.
a) Since the Released status is a Protected status, you cannot change
the bill of material.
All changes are automatically saved in a new version.
9. Try to assign the status profile to a material master. To do this, first select a
material master. When you choose Assign Status Profile, your status profile
is not displayed.
a) If your status profile is displayed, you have not restricted its use.
174 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Status Profiles
Lesson Summary
You should now be able to:
• Use status management
2006/Q2 © 2006 SAP AG. All rights reserved. 175
Unit Summary PLM512
Unit Summary
You should now be able to:
• Specify authorizations
• Create new users
• Use status management
176 © 2006 SAP AG. All rights reserved. 2006/Q2
Unit 8
Integration
Unit Overview
Unit Objectives
After completing this unit, you will be able to:
• Transfer data from the CAD desktop to the cFolders application
• Transfer data to and from the iPPE Workbench
Unit Contents
Lesson: Integration Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .178
Exercise 13: CAD Desktop Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .185
2006/Q2 © 2006 SAP AG. All rights reserved. 177
Unit 8: Integration PLM512
Lesson: Integration Scenarios
Lesson Overview
This lesson provides an overview of the CAD desktop and iPPE integration.
Lesson Objectives
After completing this lesson, you will be able to:
• Transfer data from the CAD desktop to the cFolders application
• Transfer data to and from the iPPE Workbench
Business Example
Within your engineering department, you work with external CAD systems. Data
from these CAD systems is processed further using the CAD desktop in the SAP
system. Documents, material masters, or relevant bills of material are created. You
are now looking for a tool to be able to transfer this data to a cFolders scenario.
Furthermore, in early product engineering, you work with the iPPE Workbench.
The data created in the iPPE Workbench is also to be transferred to the cFolders
scenario.
CAD Desktop
The CAD desktop is a user interface for CAD integration, which allows you to edit
document structures either in the CAD system or in the ERP system. You can only
use the CAD desktop in connection with an SAP ERP system and a CAD system.
178 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Integration Scenarios
Figure 64: CAD Desktop
You can use the CAD desktop to manage all the engineering data in the CAD
system: You can access the CAD data from version and status management.
This means that multiple users can edit data simultaneously. Check-in functions
are used to avoid inconsistent data. You can load workstation applications for
displaying and editing from the ERP system into the CAD application directly.
Figure 65: CAD Desktop: SAP View
2006/Q2 © 2006 SAP AG. All rights reserved. 179
Unit 8: Integration PLM512
In the SAP view, you can:
• Change statuses
• Delete documents
• Create versions of original application files, release, and edit
• Create and link material masters
• Create, change, and explode material bills of material (BOMs)
Furthermore, you can access various SAP and non-SAP applications from the
CAD desktop:
• cFolders: You can export CAD structures directly to cFolders.
• Easy DMS: You can open SAP Easy Document Management from the CAD
desktop. Select the documents on the CAD desktop and link them to an SAP
Easy Document Management folder.
• Microsoft (MS) Office: You can also use the standard MS Office products as
recipients of your CAD data.
When you export to the cFolders application, you can either use an existing
collaboration or create a new one. If you choose to create a new collaboration, you
define the collaboration name and also the first folder in the scenario.
Figure 66: CAD Desktop: Transfer
If you create a new collaboration, the folder that you defined for the transfer, and
the folders you defined for documents, material masters, and bills of material
are displayed. If this collaboration was assigned in the back-end system, you
can transfer it as well.
180 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Integration Scenarios
iPPE Integration
Figure 67: Product Development
The iPPE (Integrated Product and Process Engineering) can be used for product
modeling in the early development phase of a new product.
It is important to note that there are more functions available with iPPE for
modeling than BOM maintenance provides.
iPPE provides a platform that is suitable not only for development but also for
managing the entire product life cycle. iPPE constitutes a strategic direction of
development at SAP. This application is the basis for further development and
solutions of future releases.
2006/Q2 © 2006 SAP AG. All rights reserved. 181
Unit 8: Integration PLM512
Figure 68: From Requests to Production
The request structure contains documents, requests, specifications, and properties
for functional and conceptional design structure.
The functional structure is the first structure of the product. It does not usually
contain material masters; it generally only contains concept ideas.
The concept and design structure contains alternative concepts for individual
functional structure nodes. A final decision for a concept can only be made when
the product structure is released for logical chain processes.
The product structure contains final concepts. Furthermore, it contains information
about product planning and production.
182 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Integration Scenarios
Figure 69: iPPE Workbench
The following components are available:
Loading area: call existing nodes for displaying or changing
Navigation tree: view of hierarchically structured objects
Filter: create and save configuration simulation
Figure 70: iPPE: Export to cFolders
2006/Q2 © 2006 SAP AG. All rights reserved. 183
Unit 8: Integration PLM512
If you want to export iPPE data to the cFolders scenario, you have to make the
necessary default settings in the iPPE scenario. You define a filter or a focus in the
iPPE Workbench. You have to define this in the export transaction.
Lastly, you specify the target collaboration. You either create a new collaboration
or use an existing one. The objects are now created in the cFolders scenario.
Figure 71: iPPE: Import from cFolders
If you now want to export data, select the iPPE objects using the relevant
transaction. You can also select linked documents and attach them to the iPPE
objects using object link in the back-end system.
184 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Integration Scenarios
Exercise 13: CAD Desktop Integration
Exercise Objectives
After completing this exercise, you will be able to:
• Copy data from the CAD desktop to the cFolders scenario
Business Example
Within your engineering department, you work with external CAD systems. Data
from these CAD systems is processed further using the CAD desktop in the
the SAP system. Documents, material masters, or relevant bills of material are
created. This data is copied to the cFolders scenario using the CAD desktop.
Task:
In this exercise, you copy a product structure to the cFolders scenario.
1. First start the CAD desktop.
Caution: Disregard the prompt for the trace directory. Exit without
saving.
In the CAD desktop, you want to open the document structure. Choose Open.
Enter the following details:
Document 10000000297
Document Type IAM
Document Part 000
Document Version 00
The document structure is displayed on the CAD desktop.
You can open the document structure.
To do this, choose Additional Functions and then Export to cFolders.
On the following detail screen, select:
cFolders System: cFolders Training
Create Collaboration
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 185
Unit 8: Integration PLM512
Collaboration PLM512-##-C1
Description PLM512-## CAD Data
Folder CAD1
Description Easy DMS
2. Microsoft Internet Explorer is started. Log on to the cFolders scenario using
user PLM512-##.
Your new cFolders scenario PLM512-##-C1 is automatically displayed.
All data is displayed.
Hint: The document structure, material masters, and bills of material
are all displayed.
186 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Integration Scenarios
Solution 13: CAD Desktop Integration
Task:
In this exercise, you copy a product structure to the cFolders scenario.
1. First start the CAD desktop.
Caution: Disregard the prompt for the trace directory. Exit without
saving.
In the CAD desktop, you want to open the document structure. Choose Open.
Enter the following details:
Document 10000000297
Document Type IAM
Document Part 000
Document Version 00
The document structure is displayed on the CAD desktop.
You can open the document structure.
To do this, choose Additional Functions and then Export to cFolders.
On the following detail screen, select:
cFolders System: cFolders Training
Create Collaboration
Collaboration PLM512-##-C1
Description PLM512-## CAD Data
Folder CAD1
Description Easy DMS
a) Navigate as follows:
User Menu: Environment !CAD Desktop !CAD Desktop
2. Microsoft Internet Explorer is started. Log on to the cFolders scenario using
user PLM512-##.
Continued on next page
2006/Q2 © 2006 SAP AG. All rights reserved. 187
Unit 8: Integration PLM512
Your new cFolders scenario PLM512-##-C1 is automatically displayed.
All data is displayed.
Hint: The document structure, material masters, and bills of material
are all displayed.
a) The material masters are linked to the document info records in the
SAP back-end system using an object link and are included in a
material BOM.
188 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Lesson: Integration Scenarios
Lesson Summary
You should now be able to:
• Transfer data from the CAD desktop to the cFolders application
• Transfer data to and from the iPPE Workbench
2006/Q2 © 2006 SAP AG. All rights reserved. 189
Unit Summary PLM512
Unit Summary
You should now be able to:
• Transfer data from the CAD desktop to the cFolders application
• Transfer data to and from the iPPE Workbench
190 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Course Summary
Course Summary
You should now be able to:
• Describe the basic and advanced functions of cFolders
• Prepare and use cFolders
• Create collaborative and competitive scenarios
• Define objects in the cFolders scenarios
• Complete the back-end integration of an SAP ERP system
• Create users, authorizations, and status profiles in the cFolders scenarios
• Set up the integration to an SAP CAD desktop and to SAP iPPE
2006/Q2 © 2006 SAP AG. All rights reserved. 191
Course Summary PLM512
192 © 2006 SAP AG. All rights reserved. 2006/Q2
Appendix 1
Appendix cFolders
Object Overview
Figure 72: Object Overview
The object overview enables you to view all objects within a collaboration or
folder structure.
Table Filter
2006/Q2 © 2006 SAP AG. All rights reserved. 193
Appendix 1: Appendix cFolders PLM512
Figure 73: Table Filter
Using the table filter, you can filter the objects that are relevant for you from
various collaborations and competitive scenarios.
Object History
Figure 74: Object History
Using the object history, you can display all the changes made to an object.
FTP Box
194 © 2006 SAP AG. All rights reserved. 2006/Q2
PLM512 Appendix 1: Appendix cFolders
Figure 75: FTP Box
The FTP box is implemented within a customer-specific project.
When you work with the FTP box, you execute the following steps:
1. Using FTP, all data relevant data is stored in the inbound directory of the
FTP box. A separate directory exists for each user.
2. A new document is created in the cFolders solution without the need for an
“upload” from the normal file directory.
3. The file in the cFolders scenario can be imported from the FTP box. When
the files are transported using FTP, they are transported in small data
packages so that they do not interfere with Internet traffic.
SRM Integration
2006/Q2 © 2006 SAP AG. All rights reserved. 195
Appendix 1: Appendix cFolders PLM512
Figure 76: SRM Integration
A cFolders collaboration can be generated within “SAP Bidding Engine” (SRM
3.0 and cFolders 2.00 SP7 or cFolders 3.00).
196 © 2006 SAP AG. All rights reserved. 2006/Q2
Index
A
application, 91
authorization, 9, 156, 158
authorization, guest, 159
B
back-end integration, 11, 138
bill of material, 7–8
bookmark, 8, 109
bookmarks, 8, 109
C
CAD, 90
CAD desktop, 178
CAD integration, 178
central user administration,
159
cFolders, 4, 6
characteristic, 112
check-in, 140
class, 112
collaborative scenario, 6, 24
competitive scenario, 6, 24
cProject Suite, 4
D
data sheet, 8, 111
discussion, 8
discussion forums, 107
document, 7–8
document info record, 89
document part, 90
document structure, 87
document type, 90
documents, 7, 86
E
e-mail, 6
ECL viewer, 87
F
files, 89
firewall, 139
folder, 8
folders, 7–8
G
global search, 128
guest authorization, 159
H
HTTP content server, 141
HTTPS, 139
I
interface, 90
Internet, 6
iPPE node, 8
iPPE variant, 8
K
Knowledge Provider, 141
KPro, 141
L
local user administration, 159
M
manufacturer part number, 8
mass processing, 88
material, 7–8
material master, 50
N
note, 8, 110
notifications, 108
O
original application file, 89
Q
quick search, 128
2006/Q2 © 2006 SAP AG. All rights reserved. 197
Index PLM512
R
redlining, 87
RFC connection, 140
role, 159
S
SAP view, 180
secure storage area, 89, 140
specification, 113
status, 168
status log, 170
status profile, 168
status transition, 168
V
version, 90
W
WebDAV, 141
work area, 33
198 © 2006 SAP AG. All rights reserved. 2006/Q2
Feedback
SAP AG has made every effort in the preparation of this course to ensure the
accuracy and completeness of the materials. If you have any corrections or
suggestions for improvement, please record them in the appropriate place in the
course evaluation.
2006/Q2 © 2006 SAP AG. All rights reserved. 199

Sign up to vote on this title
UsefulNot useful