You are on page 1of 77

Conguring SAP R/3 for Content

Services for SAP

Version 5.3 SP1


October 2005
Copyright 1994-2005 EMC Corporation. All rights reserved.
Table of Contents

Preface ........................................................................................................................... 7

Chapter 1 Introducing Content Services for SAP ................................................... 13


Overview ................................................................................................... 13
Understanding the Content Services for SAP architecture ............................. 14
Supported SAP document formats ............................................................... 16
Understanding SAP and Content Services for SAP terms .............................. 16

Chapter 2 Conguring the ArchiveLink Interface for Content Services


for SAP .................................................................................................. 19
Overview ................................................................................................... 19
oac0 Dening a logical ArchiveID ............................................................ 20
oag1 Conguring basic settings ................................................................. 20
oanr Conguring number ranges .............................................................. 21
oaqi - Creating queues ................................................................................ 21
oaat - Scheduling jobs ................................................................................. 22
spad Conguring optical archives as output devices................................... 22
sm50 Verifying spool processes ................................................................. 24
sole - Maintaining OLE applications ............................................................ 25
oaa4 - Maintaining applications and conguring communications
protocol ..................................................................................................... 26
Special protocols..................................................................................... 29
Protocol for anonymous logins ............................................................ 29
Protocol for the SAP Inline Print List Viewer ........................................ 30
Protocol for HTTP display ................................................................... 31

Chapter 3 Customizing SAP Document Classes .................................................... 33


oac0 Conguring content repositories........................................................ 33
sm59 RFC destination archives .................................................................. 36
sm59 - Testing connections ...................................................................... 37
oac2 - Dening document types ................................................................... 38
oac3 - Dening links ................................................................................... 39
ALF Reports/Print Lists............................................................................... 40
Testing archiving reports......................................................................... 40
Deleting archived and linked documents ..................................................... 42
Customizing FAX - scanned documents ....................................................... 42
oaws Settings ....................................................................................... 42
Optional for SAP workow ..................................................................... 43
Optional for bar code .............................................................................. 44
Testing scanning documents ........................................................................ 44

Conguring SAP R/3 for Content Services for SAP 3


Table of Contents

Chapter 4 Creating Custom BAPIs ......................................................................... 49


Chapter 5 Conguring the DMS Interface for the Manage and View
Components .......................................................................................... 53
Conguring the Manage component ............................................................ 53
Conguring the Manage and View components ....................................... 53
Opening the Document Management Control Data window ..................... 54
Conguring Document Management Control Data ....................................... 55
Dening number ranges for document numbers ....................................... 56
Dening document types ........................................................................ 56
Dening and Maintaining Object Link descriptions .................................. 59
Conguring general data ............................................................................ 60
Dening Data Carrier and Data Carrier Types .......................................... 61
Dening external DMS........................................................................ 61
Dening data carrier type server, front end ....................................... 62
Identifying Front-end computers ......................................................... 63
Dening workstation application ............................................................. 64
Dening workstation applications in network ...................................... 65
Maintaining CAD systems ...................................................................... 67
Conguring CAD integration ...................................................................... 67
Conguring general data sub-levels ............................................................. 69
Dening functions .................................................................................. 69
Allocating eld sets ................................................................................ 70
Dening eld sets (CAD->SAP) ............................................................... 70

Chapter 6 Conguring SAP for PP-PI .................................................................... 71


Conguring the Process Instruction category................................................ 71
Dening Process Instruction category DCTM ............................................... 72
Conguring the Characteristics/Process Instruction category ......................... 72

4 Conguring SAP R/3 for Content Services for SAP


Table of Contents

List of Figures

Figure 11. Content Services for SAP and SAP ................................................................... 14

Conguring SAP R/3 for Content Services for SAP 5


Table of Contents

List of Tables

Table 11. Terms and denitions ..................................................................................... 16


Table 21. Field descriptions of change output device screen ............................................. 23
Table 22. Field descriptions of change output device screen ............................................. 24
Table 23. Field descriptions ........................................................................................... 25
Table 24. Field descriptions ........................................................................................... 26
Table 25. Field descriptions ........................................................................................... 27
Table 26. Field descriptions ........................................................................................... 28
Table 27. Field descriptions ........................................................................................... 29
Table 28. Field descriptions ........................................................................................... 30
Table 29. Field descriptions ........................................................................................... 32
Table 31. Field descriptions ........................................................................................... 34
Table 32. Field descriptions of New Entries table ............................................................ 39
Table 51. Number ranges .............................................................................................. 56
Table 52. Field descriptions ........................................................................................... 57
Table 53. Field descriptions ........................................................................................... 59
Table 54. Object Link descriptions.................................................................................. 59
Table 55. Object Link descriptions.................................................................................. 60
Table 56. Function values .............................................................................................. 69
Table 57. CAD eld sets ................................................................................................ 70
Table 61. Field descriptions ........................................................................................... 73

6 Conguring SAP R/3 for Content Services for SAP


Preface

Purpose of this guide


This guide explains how to congure SAP to use Content Services for SAP 5.3 SP1 (CS
for SAP 5.3 SP1 or Content Services 5.3 SP1). It provides task-based instructions for
conguring SAP, so that it works together with Content Services.

Intended audience
In order to address the manuals to the correct audience, the roles of the users of the
manuals have been dened as follows:
System Administrator - This role covers users who install and congure Content
Services. The Content Services application integrates Documentum and the SAP R/3
system. Therefore, system administrators may require experience with:
Windows XP, 2000, 2003, or HP-UX 11i
UNIX (if Documentum Content Server or SAP R/3 are installed on a UNIX-based
platform).
Documentum Technologies like Content Server and DFC
SAP R/3 versions 4.6c or 4.7
The following databases, depending on your system platform:
DB2
Oracle
SQL Server
Sybase
Content Services Administrator - This role covers users who manage Content Services
using WebAdmin.
Document Controller - This role covers those who release documents to SAP and
maintain the links to those documents.
Capture Operator - This role covers users who scan documents and create links to
the appropriate records in SAP.
Standard User - This role covers users who view documents using SAPGUI and the
View component of Content Services.
This manual is intended for system administrators.

Conguring SAP R/3 for Content Services for SAP 7


Preface

Revision history
This section contains a description of this documents revision history.

Revision history

Revision Date Description


January 2004 Initial publication of document for
Content Services for SAP 5.2.5.

Changed product name from eConnector


to Content Services for SAP. Changed
product version to 5.2.5
March 2004 Revised publication for Content Services
for SAP 5.2.5 SP1
January 2005 Revised publication for Content Services
for SAP 5.2.5 SP3
June 2005 Revised publication of document for CS
for SAP - Archiving Server 5.3
October 2005 Revised publication for Content Services
for SAP 5.3 SP1

Organization of this guide


This guide contains the following chapters. The table below lists the information that
you can expect to nd in each.

Organization of this guide

Chapter Contents
Chapter 1, Introducing Content Services Provides an overview of Content Services
for SAP for SAP.
Chapter 2, Conguring the ArchiveLink Describes how to congure SAP for
Interface for Content Services for SAP document, report and, data archiving.
Chapter 3, Customizing SAP Document Describes how to customize SAP
Classes document classes.
Chapter 4, Creating Custom BAPIs Describes how to create custom BAPIs for
linking and querying.

8 Conguring SAP R/3 for Content Services for SAP


Preface

Chapter Contents
Chapter 5, Conguring the DMS Interface Describes how to congure SAPs DMS
for the Manage and View Components interface for the Manage and View
components of Content Services.
Chapter 6, Conguring SAP for PP-PI Describes how to congure SAP PP-PI for
Content Services.

Typographic conventions
This guide uses the following text conventions:

Typographic conventions used in this guide

Convention Description
> Represents a pop-up or pull-down menu.
<Text enclosed within angle brackets> Represents a variable name for which you
must provide a value, or a dened term.
Represents code samples, user input, and
Information in this font
computer output.
[] square brackets Used in method command syntax
specications, square brackets indicate an
optional argument.
{} curly brackets Used in method command syntax
specications, curly brackets indicate an
optional argument that can be repeated
more than once.

Related documentation
This manual forms part of a documentation suite designed to support those who install,
congure, and use Content Services for SAP. The product and documentation suite can
be found on Documentums download center: https://documentum.subscribenet.com.
From Subscribenet, you can download the latest version of Content Services for SAP and
the related documentation suite. To access the contents in Subscribenet, you will need to
provide the login credentials assigned to you when you rst applied for access.
Note: Your login ID, by default, is your email address. If you cannot locate your
password, use the password nder at the bottom of the login page.

Conguring SAP R/3 for Content Services for SAP 9


Preface

If youre accessing Subscribenet for the rst time, you will need to apply for access and
obtain a user name and password. Refer to Applying for access.

Content Services for SAP documentation suite

Title Description Target role


Content Services for SAP Provides an overview Standard User, System
Release Notes of new and amended Administrator, System
features, known bugs, Administrator (SAP),
limitations, miscellaneous and Content Services
technical notes, and Administrator
documentation correctness
and clarications.
Content Services for SAP Provides the procedures System Administrator
Installation Guide for installing Content
Services.
Conguring SAP R/3 for Describes the conguration System Administrator
Content Services for SAP tasks that need to be (SAP)
performed in SAP so that
SAP can communicate with
Content Services.

Content Services for SAP Describes how to congure Content Services


Administration Guide Content Services using the Administrator
WebAdmin tool.
Content Services for SAP Describes how SAP users Standard User
User Guide view documents.

Note: Content Services extensively uses SAPs ArchiveLink component. Please refer to
SAP ArchiveLinks documentation for information on how you can perform advanced
tasks.

Applying for access


To apply for access to Support online:

1. In your Web browser, open http://www.documentum.com


2. Click the Support link.
3. Click the Request Access link.
4. Complete the form and send it.
Documentum will respond to your request within two business days.

10 Conguring SAP R/3 for Content Services for SAP


Preface

Accessing documentation online


Customers with a Software Support Agreement can read our product documentation
at the Documentum Web site. You must have a valid user name and password, and
Adobe Acrobat Exchange or Acrobat Reader installed on your system in order to view
the documentation.

To access documents online:

1. In your Web browser, open http://www.documentum.com


2. Click the Support link.
3. Log on to the Support page.
4. Click the Documentation link.
5. Select how you want to display the documentation.
6. Click List.
7. Click the name of the document.

Purchasing bound paper manuals


Our product documentation is available for purchase as bound paper manuals. To
place an order, call the Documentation Order Line at (925) 600-6666. You can pay with
a purchase order, check, or credit card.

Conguring SAP R/3 for Content Services for SAP 11


Preface

12 Conguring SAP R/3 for Content Services for SAP


Chapter 1
Introducing Content Services for SAP
Overview
The Content Services for SAP application integrates the Documentum content
management system with the SAP R/3 system. It is an interface to the SAP R/3 system
based on SAPs standard DMS and ArchiveLink interfaces.
Content Services for SAP provides the following functionalities:
Enables users to easily access and display documents stored in a Documentum
repository from a variety of SAP modules.
Links documents stored in Documentum to a variety of SAP documents.
Archives SAP data, reports, and documents through ArchiveLinkTM certied
interfaces in Documentum.
Stores and manages reports and outgoing documents in Documentum
This chapter covers the following topics:
Understanding the Content Services for SAP architecture, page 14
Supported SAP document formats, page 16
Understanding SAP and Content Services for SAP terms, page 16

Conguring SAP R/3 for Content Services for SAP 13


Introducing Content Services for SAP

Understanding the Content Services for SAP


architecture
Figure 1-1. Content Services for SAP and SAP

Content Services for SAP consists of the following components:


RFC Archiving Server
A server component that enables you to archive reports, data, incoming and
outgoing documents from SAP to the Documentum repository. The archived
reports and documents can later be retrieved and viewed through SAPGUI and
Documentum clients. This component uses SAP Remote Function Calls (RFCs) to
communicate with SAP.
Agent services

14 Conguring SAP R/3 for Content Services for SAP


Introducing Content Services for SAP

A server component that allows you to automate the linking process between SAP
objects and documents, as well as maintain those links. This substantially improves
productivity, information integrity, and information availability.
Capture
Enables you to scan documents, store the images in a Documentum repository, and
create a link to the appropriate transaction documents in SAP. Once this link is
created, the document is accessible from SAPGUI, the SAP client interface. The
Capture component is part of Documentums integration to ArchiveLink.
Manage
Enables you to release Documentum documents to SAP, and to maintain those
released documents.
View
Enables you to view released Documentum documents from inside SAP.
The View component supports the following operating systems:
Windows 2000
Windows XP
Windows 2003
The View component must be installed on every R/3 client computer that needs
to access reports, drawings and other documents stored in a Documentum
repository.
Rendition Services
Build-in lters that provide the following renditions::
PDF rendition
ASCII text rendition
HTML rendition
When one of these built-in lters are used, the desired document rendition is
generated when the document is archived in the repository.
WebAdmin
An administrative console that allows you to:
Create, congure, and manage archives
Manage certicates for the archive
Create repository connections for Content Services
Congure document archival for Content Services

Conguring SAP R/3 for Content Services for SAP 15


Introducing Content Services for SAP

Note: Please refer to the Content Services for SAP Release Notes for detailed information
about specic OS versions and supported software environments.

Supported SAP document formats


Documentum supports the following SAP document classes/formats:
Incoming or Scanned Documents (FAX class, Tiff format)
Outgoing Documents (OTF class, PDF format)
Archived Data (REO class, REO format)
Reports or Print Lists (ALF class, ALF format)

Understanding SAP and Content Services for


SAP terms

This section presents some terms and their denitions, as used in this guide.

Table 1-1. Terms and denitions

Term Denition
Content Services for SAP Product that connects Documentum to
SAP and vice versa.
Archiving Server Server component that, using an HTTP
connection to SAP, enables you to archive
reports, data, incoming and outgoing
documents from SAP to the Documentum
repository. Archiving Server is a J2EE
Web application based on the SAP
ArchiveLink interface. The archived
reports and documents can later be
retrieved and viewed through SAPGUI
and Documentum clients.
ArchiveLink Cross-functional interface that is part
of the SAP Basis System. ArchiveLink
handles storing and retrieving documents
and data to and from a repository external
to SAP.

16 Conguring SAP R/3 for Content Services for SAP


Introducing Content Services for SAP

Term Denition
WebAdmin An administrative console that allows you
to:
Create and manage archives
Manage certicates for the archive
Create repository connections for the
Content Services
Capture Scanning module for Documentum and
SAP that is part of the Content Services
for SAP suite.
Capture Import Module that allows you to import scanned
documents (or other documents) to SAP
using the SAP ArchiveLink front-end
interface. This module is used with third
party scanning applications like Input
Software. The import module is part of
the same application as Content Services
Capture. The Content Services Capture
can operate in two different modes (scan
and import).
SAP DMS Document Management System that is
part of the SAP Basis System. Presents
a logical layer to integrate with external
systems like AutoCAD or Documentum.
Not directly related to ArchiveLink.
SAP PLM Product Life-Cycle Management (PLM).
SAP PLM provides an integrated
environment that ensures all people
involved in product development,
manufacturing, and service have quick
and secure access to current information.
It provides a set of BAPI calls that
can be used by external systems like
Documentum.
SAP Master Record A set of master data, such as customer or
vendor data, which is used in the creation
of SAP documents.
SAPGUI SAP Graphical User Interface. Graphical
menu/screen tool that connects a client to
the SAP server.

Conguring SAP R/3 for Content Services for SAP 17


Introducing Content Services for SAP

Term Denition
Original Document Paper based version of a document.

Example 1-1.
An invoice may consist of two sheets
of paper received from a supplier.
Paper documents are scanned in and
stored as electronic documents in EMC
Documentum.
SAP Document An electronic transactional record of
header data and line items in SAP.

18 Conguring SAP R/3 for Content Services for SAP


Chapter 2
Conguring the ArchiveLink Interface
for Content Services for SAP
Overview
The Archiving Server component is the part of the Content Services for SAP application
that handles archive requests for a repository. This means that you can store and retrieve
documents, reports, and data through SAP ArchiveLink and DMS interfaces.
Once a document is released to Documentum, it is accessible from SAPGUI (the SAP
client interface). It is also accessible from a Documentum Client such as Webtop.
Prior to running the Content Services, the SAP R/3 system must also be congured. This
chapter describes how to congure your R/3 ArchiveLink and other related transactions
through SAPGUI and the R/3 system.
Note: The conguration steps often reference direct transaction codes. These codes
allow you to navigate directly to the correct conguration screen. Most of the system
conguration is performed in the SAP Implementation Guide for R/3 customizing (IMG).
You can navigate to this screen using the following transaction code: spro.
When conguring Archive Services, you can congure either an HTTP-based Archive
Server or an RFC (Remote Function Call) Archive Server.
Note: Documentum recommends that all new installations are based on the HTTP-based
Archive Server. The primary reason is that SAP will focus future development at the
HTTP-based archive protocol.
The conguration steps are different for RFC and HTTP based archiving. Conguration
steps have been marked as being relevant only to RFC- or HTTP-based archiving.
The various conguration tasks that you have to perform are described in the following
sections:
oac0 Dening a logical ArchiveID, page 20
oag1 Conguring basic settings, page 20
oanr Conguring number ranges, page 21
oaqi - Creating queues, page 21
oaat - Scheduling jobs, page 22
spad Conguring optical archives as output devices, page 22

Conguring SAP R/3 for Content Services for SAP 19


Conguring the ArchiveLink Interface for Content Services for SAP

sm50 Verifying spool processes, page 24


sole - Maintaining OLE applications, page 25
oaa4 - Maintaining applications and conguring communications protocol, page 26

oac0 Dening a logical ArchiveID


Note: The name of the logical ArchiveID must be the same as the ArchiveID created
using WebAdmin (refer to the Conguring, Viewing, and Editing Archives section of the
Content Services for SAP Administration Guide).

To dene a logical ArchiveID in SAP:

1. Execute the following transaction in the transaction code eld: oac0.


2. In the Display Content Repositories: Overview page, click on any content
repository (specically whose Storage type is HTTP content server.
3. In the Display Content Repositories: Detail page, click the Display/Change icon
The Copy as ... button is now enabled.
4. Click the Copy as ... button.
5. Edit the Content Rep. eld so that its the same as ArchiveID created using
WebAdmin (refer to the Conguring, Viewing, and Editing Archives section of the
Content Services for SAP Administration Guide).
6. In the Transfer drctry eld, enter the directory path where SAP can write the Print
List till it is in the Storage Queue.
7. In the HTTP Server eld, type your system name.
Note: You are recommended to type the IP address of your system in this eld.
8. In the HTTP Script eld, type the following:
/archivelink/archivelink/<name-of-repository>

9. To save the logical ArchiveID conguration, choose Content RepositorySave.

oag1 Conguring basic settings


You must dene the basic settings for ArchiveLink.

To congure the basic settings:

1. Execute the following transaction in in the transaction code eld: oag1.


2. Ensure that the Deactivate Print List Management in DMS box is checked.

20 Conguring SAP R/3 for Content Services for SAP


Conguring the ArchiveLink Interface for Content Services for SAP

3. Save your changes.

oanr Conguring number ranges


You must congure the number ranges for ArchiveLink.

To congure the number ranges:

1. Execute the following transaction in the transaction code eld: oanr.


2. To edit the conguration, click on the Intervals button (marked with a pencil).
The Display Number Range Intervals window opens.
3. Congure the Number Range 01 with default values.
4. Save your changes.

oaqi - Creating queues


When Print Lists are archived, the SAP print spooler puts the document into the
asynchronous queue. The scheduler then picks up the document and sends it to the
archive. The queue serves as a buffer for everything sent to an SAP archive. Other
queues are used for outgoing documents and barcodes. These queues can be seen on
the ArchiveLink Monitor screen (transaction code: oam1). If this screen shows the word
MISSING instead of zeros, you must create queues and specify an administrator. Dene
an SAP user with the proper ArchiveLink administrator prole as the administrator for
this queues. Dening an administrator will automatically create the queues. Check that
the queues have been created by reviewing transaction oam1.

To create queues:

1. Execute the following transaction in the transaction code eld: oaqi


The SAP ArchiveLink: Create All Queues (CFBC, CARA, CGDA) screen appears.
2. Fill in all the options with x.
3. Enter a valid SAP login name in the Queue Administrator eld.
4. Choose Program>Execute.
5. Click Cancel to exit this window.

Conguring SAP R/3 for Content Services for SAP 21


Conguring the ArchiveLink Interface for Content Services for SAP

oaat - Scheduling jobs


The SAP schedule job periodically checks the output queue and sends all the items in
the queues to the archive. You must congure the schedule job to successfully archive
documents to an SAP archive.

To schedule a job:

1. Execute the following transaction in the transaction code eld: oaat


2. Create a new job.
3. Type ILQBATCH in the ABAP Program eld.
4. To verify that there are no errors, click Check.
5. Save your changes.
6. Click Back to return to the Dene Background Job window.
7. Click the Start Date button.
8. Set Start Time to Immediate.
9. Select the Periodic Job checkbox.
10. Click Period Values and specify an interval such as 20 minutes.
This value should be determined by the following factors:
Frequency of archival
Time taken to archive your largest document; for example, your largest Print List
11. Save your changes
12. Click Exit.

spad Conguring optical archives as output


devices
An output device is the driver software for the logical output device which archives
documents using the ArchiveLink interface. To correctly archive a document to SAP,
you must dene the output device as an optical archive. Conguring an output device
includes dening the type, the device, the spool server, and so on. There should be only
ONE ARCH device; therefore, prior to dening a device with the ARCH short name, you
should delete any existing ARCH devices such as ARCHIXOS.

To congure an optical archive as the output device:

1. Start SAPGUI and connect to your R/3 server.

22 Conguring SAP R/3 for Content Services for SAP


Conguring the ArchiveLink Interface for Content Services for SAP

2. Execute the following transaction in the in the transaction code eld: spad.
3. Click the Output Devices button.
4. Click the pencil button to edit settings.
Note: You can only have one printer and that printer must be named ARCH. If
you are already using a printer named ARCH you can either delete it or using the
existing ARCH device.
5. In case ARCH already exists, select device ARCH and click the Delete button.
6. Click the New Entries button to create a new output device.
The Change Output Device screen is displayed.
7. Fill in the following information:

Table 2-1. Field descriptions of change output device screen

Field name Value


Output Device ARCHIVE
Short Name ARCH
Device Type ARCHLINK
Spool Server Select spool server from drop down list.
Usually there is only one spool server
listed
Device Class Type A, for archive program
Access Method Fill I, for archive service
Location Fill Archive
Message Fill ArchiveLink Device

8. Click Enter and the dialog box changes.


9. Save your changes.
For this version, you will need to enter additional information after you have congured
your archives.
10. Execute the following transaction in the in the transaction code eld: oac0.
11. Click the pencil button to edit the settings.
12. Click New entries.
The Maintain View for Archive Device screen is displayed.
13. Fill in the ArchiveID you plan to use for Print lists. For example, AA.
Type ARCH into the Output Device eld.

Conguring SAP R/3 for Content Services for SAP 23


Conguring the ArchiveLink Interface for Content Services for SAP

Repeat step 13 for each archive.


14. Save your changes.
The archive device name changes from ARCH to Archive device.

To congure an optical archive as the output device for the Documentum installation for 4.x:

1. Execute the following transaction in the in the transaction code eld: spad.
2. Click the Output Devices button.
3. Click the pencil button to edit settings.
Note: You can only have one printer and that printer must be named ARCH. If
you are already using a printer named ARCH you can either delete it or using the
existing ARCH device.
4. In case ARCH already exists, select device ARCH and click the Delete button.
5. To create a new output device, click the New Entries button.
The Change Output Device window opens.
6. Fill in the following information:

Table 2-2. Field descriptions of change output device screen

Field name Value


Host Printer a
Device Class A
Access Method to Host Spool I
Device Type ARCHLINK SAP ArchiveLink Archiver
Spool Server Select spool server from drop-down list

7. Click Enter and the dialog box changes.


8. Save your changes.

sm50 Verifying spool processes


Content Services uses the standard SAP print spooler to send reports to the ArchiveLink
queue. To successfully archive a document, the print spooler must be running.

To verify if a spool process is running:

1. Execute the following transaction in the transaction code eld: sm50.

24 Conguring SAP R/3 for Content Services for SAP


Conguring the ArchiveLink Interface for Content Services for SAP

2. Verify that a process named SPO is waiting or running.


If you do not have a spool process running, contact your SAP system administrator.
Starting a spool process usually involves restarting the SAP server.

sole - Maintaining OLE applications


You must congure the OLE communications so that Content Services and SAPGUI can
communicate with each other. OLE allows SAPGUI to display stored documents and to
read the list of scanned documents in Content Services Captures linking queue.

To congure OLE communication for Content Services Capture for 4.X:

1. Start SAPGUI.
2. Execute the following transaction in the transaction code eld: sole.
The Maintenance View for OLE Applications screen opens.
3. To congure Content Services Capture OLE communication, click the Edit button.
4. Click New Entries to create a new entry for a supported OLE application.
5. Enter the OLE application, click enter, then double-click the selected entry
(highlighted in red).
The Details screen opens.
6. Fill in the following information:

Table 2-3. Field descriptions

Field name Value


OLE Application DOCLINKSCAN.DOCUMENT
CLSID {135C6154-BFC0-11D0-B569-
00C04FD88E1E}
Type Info Key NO_TYPELIB
Language EN [English]
Text Documentum Content Services Capture

7. Save your changes.


8. Click Back to return to the main OLE conguration screen.
9. Click Edit again to congure another Content Services OLE communication.
10. Click New Entries to create a new entry for a supported OLE application.

Conguring SAP R/3 for Content Services for SAP 25


Conguring the ArchiveLink Interface for Content Services for SAP

11. Click Enter, then double-click the selected entry (highlighted in red).
The Details screen opens.
12. Fill in the following conguration information:

Table 2-4. Field descriptions

Field name Value


OLE Application DMVIEW.DOCUMENT
CLSID {B8192AB0-DB3A-11D0-9741-
0060974A8A8D}
Type Info Key NO_TYPELIB
Language EN [English]
Text Documentum Content Services View
Enter the above information exactly as it is displayed. All other elds should be
left blank.
13. Save your changes.
14. Execute the following transaction in the transaction code eld: soli.
The Type Info Loaded screen opens. Both the OLE applications you congured
in the previous steps should be listed.
15. To load the conguration, double-click each new entry DMVIEW.DOCUMENT and
DOCLINKSCAN.DOCUMENT (or in SAP 3.x, click Load TypeInfo).
16. Check to see if you congured these items correctly.
a. A list of 32 items (NO_TYPELIB) displays if you congured these items correctly.
b. If nothing opens:
Click the Change Language button (either on a menu or right click the item)
Select EN for English and then click Execute
Repeat steps 13-15
Note: You must see the 32 lines of NO_TYPELIB for the OLE to work.

oaa4 - Maintaining applications and conguring


communications protocol
Complete the following procedure to map the OLE 2 methods just dened under
SOLE that are called when a document is archived from Content Services Capture or
when a document is displayed. The OLE 2 methods are assigned when the archive is

26 Conguring SAP R/3 for Content Services for SAP


Conguring the ArchiveLink Interface for Content Services for SAP

congured via PROTOCOL. Each pair of document type and SAP object type maps to
an archive (these are described and ). For example, when a document is archived, the
document type and object type point to an archive. The archive in turn is congured
to use a certain protocol. From the protocol the SAPGUI determines how documents
are to be scanned and viewed via OLE.

To congure applications maintenance and the communications protocol to associate the


correct OLE 2 method to an SAP archive for 4.x:

1. Execute the following transaction in the transaction code eld: oaa4.


A window opens, listing the available applications congured for your SAP system.
2. Choose Application Create.
The Application Maintenance dialog opens.
3. Type DCTM in the Application eld and click Back.
DCTM is added to the list of available applications in the Applications Maintenance
window.
4. Select DCTM in the Applications list (usually by double-clicking).
5. Select Displayed Stored Document (usually by double-clicking).
6. Fill in the following information:
Application: DMVIEW.DOCUMENT

Table 2-5. Field descriptions

Radio button Command


S DOCBASE=<Your_Repository_Name>
M Display @DID
G @EID=ERRORCODE
G @ETX=ERRORTEXT

7. Ensure that the Release generated object after call box is checked.
8. Go back to the previous window and select Archive From Frontend (usually by
double-clicking).
9. Fill in the following information:
Application: DOCLINKSCAN.DOCUMENT

Conguring SAP R/3 for Content Services for SAP 27


Conguring the ArchiveLink Interface for Content Services for SAP

Table 2-6. Field descriptions

Radio button Command


M Scan
G @EID=ERRORCODE
G @ETX=ERRORTEXT
G @DID=DOCID

10. Ensure that the Release generated object after call box is checked.
11. Return to the previous screen and save your conguration.
12. Display the changes made to transaction oaa4 and be sure that Display Stored
Document and Archive From Frontend show Maintained.
13. Execute the following transaction: oa3.
You should see a screen for SAP ArchiveLink: Communications interface
administration.
14. Choose Create.
The New Protocol dialog box opens. For example, you may wish to dene the
protocol name as CONSVC53SP1 for Content Services fro SAP 5.3 SP1.
15. Enter the appropriate version of the protocol depending on whether you will be
needing RFC based archiving, version 0031 or HTTP based archiving, version 0045.
You may need a protocol for each type if you plan to use RFC and HTTP archiving
for example, ECONRFC and ECONHTTP.
16. Save your changes.
The Overview of a Protocol window opens, displaying your newly-dened protocol.
17. Select Display Stored Document (usually by double-clicking).
The Overview of a Protocol window opens showing a list of document classes.
18. Select the * row which indicates all document classes.
19. Click the pencil button.
The Overview of a Protocoll dialog box opens.
20. Type OPEN in the Communication Type eld to view linked documents through
desktop applications. If HTTP archiving is used, the Communication Type HTTP
can also be selected here to view linked documents directly in SAPGUI.
21. Press the [Enter] key.
22. Type DCTM in the Application eld, and click Continue.
23. Save your changes.
You are returned to the Overview of a Protocol window.

28 Conguring SAP R/3 for Content Services for SAP


Conguring the ArchiveLink Interface for Content Services for SAP

Note: This Protocol denes what method SAP will use to display an object. The
DCTM application requires Content Services View to be installed on all PCs that
want to display Print lists (for other options look under SPECIAL PROTOCOLS). In
this case the Web Admin Client has to be congured to make sure the Best Format
sap_print_list is at the top of pdf and html. This is not required if PDF or HTML
renditions are not created. See Content Services for SAP Administration Guide.
24. Double-click Archive from frontend.
25. Select the document class * and double-click.
The Overview of Protocol dialog box opens.
26. Type OPEN in the Communication Type eld.
27. Press the [Enter] key.
28. Type DCTM in the Application eld, and click Continue.
29. Save your changes.
If you repeat step 18 and 23, you should see that the * document class and the ALF
document class are indicated as Maintained Explicitly. All other document classes
should be indicated as Not Maintained Explicitly.

Special protocols
You have options for special use protocols which are congured slightly different from
the standards described above. Anonymous login allows your name and password to be
provided each time a login would normally be required. Another option is that you may
wish to have Print lists displayed in the native proprietary format from SAPGUI instead
of viewing them via Documentum renditions as described above.

Protocol for anonymous logins

To create a protocol for anonymous logins:

1. Fill in the following information:


Application: DMVIEW.DOCUMENT

Table 2-7. Field descriptions

Radio button Command


S USER=<username>
S PASSWORD=<password>

Conguring SAP R/3 for Content Services for SAP 29


Conguring the ArchiveLink Interface for Content Services for SAP

Radio button Command


M Display @DID
G @EID=ERRORCODE
G @ETX=ERRORTEXT

2. Ensure that the Release generated object after call checkbox is selected. Then
continue with the remaining steps.

To create a protocol for anonymous capture logins:

1. Fill in the following information:


Application: DOCLINKSCAN.DOCUMENT

Table 2-8. Field descriptions

Radio button Command


S DOCBASE=<repository>
S USER=<username>
S PASSWORD=<password>
S DOMAIN=<domain>
S CLIENT=<client>
S SYSTEM=<system>
M Scan
G @EID=ERRORCODE
G @ETX=ERRORTEXT
G @DID=DOCID

2. Click Continue.
3. Ensure that the Release generated object after call checkbox is selected. Then
continue with the remaining steps.

Protocol for the SAP Inline Print List Viewer

SAP R/3 includes a Print List viewing feature that allows you to view saved Print lists
with SAPGUI in their native ALF format. To enable SAPGUI viewing you must congure
the protocol to support the viewer.
Note: If you convert Print List to PDF with renditioning, they can be viewed and
annotated without SAPGUI.

30 Conguring SAP R/3 for Content Services for SAP


Conguring the ArchiveLink Interface for Content Services for SAP

To congure the Print List viewer to display the Print Lists in SAPGUI for 4.x:

1. Choose Create.
The New Protocol dialog box opens. For example, you may wish to dene the
protocol name as ECONALF for Content Services for SAP with ALF Viewer.
2. Enter the appropriate version of the protocol depending on whether you will be
needing RFC based archiving, version 0031 or HTTP based archiving, version 0045.
You may need a protocol for each type if you plan to use RFC and HTTP archiving
for example, ECONRFCA and ECONHTTPA.
3. Save your changes.
The Overview of a Protocol window opens, displaying your newly-dened protocol.
4. Select Display Stored Document (usually by double-clicking).
The Overview of a Protocol window opens showing a list of document classes.
5. Select the * row which indicates all document classes.
6. Click the pencil button.
The Overview of a Protocol dialog box opens.
7. Type OPEN in the Communication Type eld.
8. Press the [Enter] key.
9. Type DCTM in the Application eld, and click Continue.
10. In the Overview of a Protocol window showing the list of document classes, select
the ALF document class.
11. Click the pencil button.
The Overview of Protocol dialog box opens.
12. Type R/3 in the Communication Type eld then press the [Enter] key.
No application is entered here.
13. Save your changes.
You are returned to the Overview of a Protocol window.
If you repeat step 4 and 11, you should see that the * document class is Maintained
Explicitly as well as the ALF document class. All other document classes should
show Not Maintained Explicitly.

Protocol for HTTP display

To create a protocol for HTTP display:

1. Fill in the following information:

Conguring SAP R/3 for Content Services for SAP 31


Conguring the ArchiveLink Interface for Content Services for SAP

Application: DMVIEW.DOCUMENT

Table 2-9. Field descriptions

Radio button Command


S DOCBASE=<Your_Repository_Name>
M Display @DID
G @EID=ERRORCODE
G @ETX=ERRORTEXT

32 Conguring SAP R/3 for Content Services for SAP


Chapter 3
Customizing SAP Document Classes

The following sections describe how to archive document classes from SAP. The customization of
each SAP setup is different depending on which document class the archived document belongs to.
The document classes are:
ALF
FAX
OTF
REO
For all classes you must congure a minimum of:
OAC0
OAC2
OAC3
plus any specic customizations. These customizations are described in the following sections:
oac0 Conguring content repositories, page 33
sm59 RFC destination archives, page 36
oac2 - Dening document types, page 38
oac3 - Dening links, page 39
ALF Reports/Print Lists, page 40
Deleting archived and linked documents, page 42
Customizing FAX - scanned documents, page 42
Testing scanning documents, page 44

oac0 Conguring content repositories


SAP allows you to dene a content repository (previously known as a logical archive).
This content repository is mapped to a Documentum archive via WebAdmin. The

Conguring SAP R/3 for Content Services for SAP 33


Customizing SAP Document Classes

Documentum archive links to a set of rules such as content folders, Documentum


document types, and so on in the Documentum repository. It is recommended that
you store each document type in a separate archive. Using WebAdmin, you must
create a matching archive for each ArchiveID dened in SAP. This ArchiveID denes
what actions (types, folders, retention, and so on) are applied on a SAP document when
it is archived. The following sections explain how to create an archive in SAP for each
represented document class.
When conguring Archives, you can congure either an HTTP-based Archives or RFC
(Remote Function Call) Archives. The conguration steps are different for RFC vs. HTTP
based archives. The conguration steps below have been listed as being relevant only to
RFC- or HTTP-based archiving.
Note: Documentum recommends that all new installations are based on the HTTP-based
Archive Server. The primary reason is that SAP will focus future development at the
HTTP-based archive protocol. However legacy RFC archives are still supported.

To dene a SAP content repository (archive) for 4.x:

1. Execute one of the folliwng transactions:


oac0
spro
2. Select SAP Reference IMG from the menu bar.
The IMG window opens.
3. Navigate to Basis Components>Basic Services>SAP>ArchiveLink>Basic
Settings>Maintain content repositories.
4. Click the pencil button to edit the table.
5. Click New Entries.
6. Select Full administration.
The Change Content Repositories window opens.
7. Fill in the following information in the Change Content Repositories window:

Table 3-1. Field descriptions

Field name Value


Content rep Specify a two-letter archive name. For example, AA
Description A meaningful name. For example, SAP Print lists (AA)
Storage Type Select HTTP or RFC
Protocol The previously congured protocol.

34 Conguring SAP R/3 for Content Services for SAP


Customizing SAP Document Classes

Field name Value


Version No. 0045 for HTTP or 0031 for RFC
Output Device ARCHIVE

8. The next few elds are congured based on whether HTTP or RFC was selected.
For HTTP:
HTTP srvr:p: <ip>:<port> For example, 192.169.1.165:8080 uses port 8080 IP
is the IP address or name of the Web Server which is running the Content
Services HTTP Content Server and the port number being used (default is
80). If you use a server name here, ensure that you can ping the server by
name from the SAP server. If you use a port other than 80, use <ip>:<port>.
Program Content Services/archive/<repository>.asp Enter Content
Services/archive/<repository>.asp where <repository> is the name of the
repository that you will be archiving content into. You must have an HTTP
service installed with Content Services for this repository. If you have not
already done so, after specifying the program, you will need to create the
HTTP service for a repository with a user name and password via the
Content Services installation program.
For RFC:
RFC destination: Enter the RFC destination from /nSM59, Content Services
Services, and WebAdmin. Refer to sm59 RFC destination archives, page 36
for a description of how to create the Content Services RFC destination.
For HTTP and RFC:
Basic path: Type the network path to the location where SAP will put
archived documents to be picked up by Content Services Archive.
This directory should be referenced in the WebAdmin RFC destination
conguration screen. NT Example: m:\sapshare\ UNIX Example:
/sapmnt/DV2/global/archive/ This path must match the shared drive in the
WebAdmin RFC Destination conguration screen. There must be a slash at
the end of the path specication. For example, /sapshare/ or on Windows NT
systems using a mapped network drive, for example, M:\. The path must
always be terminated with / for Unix or \ for NT.
Arch path: Usually the same as the Basic path. Repeat this procedure
to dene the additional example archives BB and CC. You may use this
procedure to dene any Documentum archives in SAP.

Conguring SAP R/3 for Content Services for SAP 35


Customizing SAP Document Classes

sm59 RFC destination archives


This section applies to RFC archiving only.
The SAP server considers Content Services for SAP an external RFC service or RFC
destination. The destination is identied with a symbolic name that was congured in
Documentum during the Content Services Archive Service installation. The name of the
RFC destination must be unique for each repository/SAP client connection and identical
in the Content Services Archive Services and WebAdmin congurations.

To congure the RFC destination:

1. Start SAPGUI and connect to your R/3 server.


2. Execute the folliwng transaction: sm59.
3. Select the folder icon labeled TCP/IP connections.
4. Click Create.
5. Type in a name for the RFC destination.
Use the naming conventions that uniquely identify Documentum Content Services
Archive connections, such as <DCTMHOSTNAME>_<SAPSYSID_CLIENT>.
You must use the same destination name congured in the WebAdmin.
Note: It is important that an exact match is made for the RFC connection to
communicate. The ID is case sensitive and should not contain any spaces.
6. Type T in the Connection Type eld.
This species a TCP/IP connection.
7. Leave the Login parameters eld blank.
8. Enter a description in the Description eld.
9. Press [Enter].
10. Click Registration.
START is not correct here and will invalidate the program ID entry.
11. Copy the RFC destination name into the Program ID eld.
Documentum recommends that you copy and paste the name between WebAdmin
and transaction code sm59 because the value of this eld must correspond to
the conguration parameter RFC Program ID in the WebAdmin ArchiveLink
conguration tab RFC Destination parameter RFC Program ID.
If you have not yet installed Content Services, you will need to make a note of
this value so that you can congure your RFC destination in Content Services
WebAdmin, and when the RFC services are installed on the Content Services host
server. This value must be unique for each repository/SAP client connection which

36 Conguring SAP R/3 for Content Services for SAP


Customizing SAP Document Classes

is why the RFC destination name <DCTMHOSTNAME>_<SAPSYSID_CLIENT>


is recommended.
If two Content Services archive processes register under the same ID or name the
second one connected receives all requests from SAP. The rst process will not
receive an error message so it will wait indenitely for RFC requests that never come.
12. Save your changes.
13. Click Back to exit.
You return to the RFC Destination window.
14. Verify that the parameters have not changed.
This is a check to make sure the save operation succeeded.
15. Run the test described in sm59 - Testing connections, page 37.

sm59 - Testing connections


You must have created SM59 RFC destination, WebAdmin RFC cong, and Content
Services RFC services via the Content Services installation program and started with
the SHARE user ID (refer to Installing Content Services for SAP) before you begin this
procedure.

To test the ArchiveLink RFC connection to Content Services archive:

1. Switch on debugging before processes or services are started the rst time by setting
the debug level:
Windows NT In the registry: Set HKEY_LOCAL_
MACHINE\SOFTWARE\Documentum\Doclink\
Archive\Docbase\<Name_Of_Repository> to 3.
UNIX In the dmal.ini le: Set the debug level to 3.
2. Start your Content Services services or processes.
3. Start SAPGUI and connect to your R/3 system.
4. Execute the following transaction: sm59.
A new window opens, listing the folder hierarchy.
5. Click on the plus symbol in front of the folder labeled TCP/IP Connections.
A list of all RFC Destinations opens.
6. Double-click on the RFC destination that links SAP to the repository via Content
Services.
7. Click on Test Connection.

Conguring SAP R/3 for Content Services for SAP 37


Customizing SAP Document Classes

A message appears on the status bar, stating that the connection is OK. A new
window opens, displaying some performance gures (similar to ping).
8. Verify the connection by checking the Content Services log les.
The following entries should appear in the log le on the Content Services server
which may be located in C:\temp\dmalaxxxxxx.log:
:
>>> SAP open
>>> Running RfcEnvironment
>>> Running RfcInstallFunction
>>> SAP event handler ok, entering event loop...
>>> Calling RfcDispatch...
>>> RfcDispatch returned 0
>>> Calling RfcDispatch...
>>> RfcDispatch returned 0
>>> Calling RfcDispatch...
>>> RfcDispatch returned 0
>>> Calling RfcDispatch...
:

Note: If you receive errors, check back through the conguration on SAP,
WebAdmin, and the services or processes to verify there are no typos. You can turn
on the RFC trace via the checkbox on SM59, and look for information in your logs.
You may need to check the SAP gateway in your .../etc/services le.

oac2 - Dening document types


You must select which document types you will be archiving, and correlate those to SAP
document classes, such as FAX, ALF, OTF, and REO, The list of document types provided
by SAP, when using transaction OAC2, are the templates to be used for categorizing your
SAP documents for archiving. You can customize the standard document types by
using the SAP XYZ naming conventions.
FAX documents are documents that will be scanned and linked to SAP.
ALF are reports produced and linked from SAP.
OTF are outgoing SAPSCRIPT documents produced and linked from SAP.
REO documents are data archive les which are compressed by the SAP ADK and
stored externally in that format.
To dene document types for SAP:

1. Execute the following transaction in the transaction code eld: oac2.


2. If you are dening a new document type, select New Entries.
You may also copy existing document types.
3. If you are modifying an existing document type, use Change and Details.

38 Conguring SAP R/3 for Content Services for SAP


Customizing SAP Document Classes

4. Enter information in the Description and Doc. class elds as appropriate for your
conguration.
5. When you have nished selecting document types, save your changes.

oac3 - Dening links


Using the link table, you can categorize SAP documents to dene what combination of
SAP object type (for example, SOOD) and SAP document type (for example, GENPRILIS)
are stored and linked to which archive.
The SAP document type is linked to the SAP document class, previously known as SAP
document type (for example, ALF, OTF, REO) which determines how the document is
produced and linked. For example, the ALF class refers to reports, FAX to scanned
documents, and OTF to outgoing SAPSCRIPT documents.

To dene links:

1. Execute the following transaction in the transaction code eld: oac3.


The Display View Links for Content Repositories": Overview screen appears.
2. Select Table View > Display -> Change.
3. Fill in the following information in the New Entries table:

Table 3-2. Field descriptions of New Entries table

Field name Value


Object Type Use legitimate object type such as SOOD
for Print Lists, and BKPF for accounting
documents
Document Type The SAP doc type as dened in OAC2
above such as GENPRILIS
S (Status) Enter an x in this column

Arch. ID Enter the archive ID of a newly created


archives for example, AA
Link Enter the name of the link tables where
links will be maintained. TOA01-TOA03
Ret Prd. 0

4. Save your changes.

Conguring SAP R/3 for Content Services for SAP 39


Customizing SAP Document Classes

ALF Reports/Print Lists


To customize ALF - Reports/Print lists you must perform the following procedures:
oac0 Conguring content repositories, page 33
oac2 - Dening document types, page 38
oac3 - Dening links, page 39
Then perform the test.

Testing archiving reports


Once you have completed the conguration procedures in this section, you should test
the new Print List archive by:
archiving a Print List
displaying the archived Print List
The following section explains how to perform these tasks.

To archive a Print List:

1. Execute the following transaction in the transaction code eld: : f.21.


2. Click the Execute button.
3. In the List of Customer Open Items page that appears, select List>Print.
The Print Screen List dialog box appears.
4. Click the Properties button.
The Spool Request Attributes dialog box appears.
5. In the Parameters name column, click Output Options.
6. From the Storage Mode drop-down menu, select Archive only.
Note: Whenever you edit a parameter in this dialog box, we recommend that you
check the Show Selected Print Parameters on Initial Screen checkbox. This ensures
that the customized settings are available in the initial Print Screen List dialog box.
7. Verify that the Object Type and Document Type elds contain the correct values, as
congured in the New Entries table (refer to oac3 - Dening links, page 39). Pick
the following values for example: SOOD GENPRILIS.
If your Document Type is incorrectly congured, refer to the following procedures
for conguring document types in SAP archives:oac2 - Dening document types,
page 38 and oac3 - Dening links, page 39.
8. Type additional information in the Information eld.

40 Conguring SAP R/3 for Content Services for SAP


Customizing SAP Document Classes

This label may be anything you wish; for example, your initials.
9. Optionally, type a description of the Print List in the Text eld.
10. In the Parameter name column, select General attributes > Time of printing.
11. From the Time of print drop-down list, select Print out immediately.
12. Click Continue in the Spool Request Attributes dialog box.
13. Click Continue in the Print Screen List dialog box.
14. To verify that the Print List is in the archiving queue, execute the following
transaction in the transaction code eld: oam1.
The ArchiveLink Monitor screen appears.
The Print List is now queued, waiting for the scheduler to pick it up and transfer it
to the archive.
oaat - Scheduling jobs, page 22, contains information about conguring the
ArchiveLink scheduler.
15. To accelerate the transfer of the Print List from the queue to the archive in the
repository, click Storage Queue.
The Queue: Content server (CARA) screen appears. You should now see an entry
for the newly-archived Print List in this screen.
16. To view the archiving parameter details, double-click the Print List entry.
The Archiving request window opens.
Verify that the details are correct
17. To archive the Print List in an archive located in a repository, click Execute.
You should see a conrmation message that the queue has been processed.
If no errors occur, you can continue testing by displaying the archived Print List.

To display the newly-archived Print List in SAPGUI:

1. Execute the following transaction in the transaction code eld: oadr.


2. To nd a particular Print List, type appropriate search parameters in the appropriate
elds.
The ArchiveLink: Hit List for Stored Print Lists page appears.
3. Double-click an item in the list to select it.
4. Choose Print List>Display From Content Server.
SAP executes the GET command to retrieve the document from the Documentum
archive. The retrieved document is displayed in SAPGUI and has the DocumentID
of the Print List in Documentum.

Conguring SAP R/3 for Content Services for SAP 41


Customizing SAP Document Classes

Deleting archived and linked documents


In a repository, if you delete version 1.0 of a document that is linked to SAP or archived
from SAP, the link to SAP is also deleted. This is because the dm_relation object which
creates the link to SAP is deleted when the parent object (which is always version 1.0)
is deleted.
We recommend that you do not delete the original version of objects that are linked to
SAP if you want to maintain their link to SAP. If you need to delete version 1.0 of a
document, but want to keep the link to SAP, then, after deleting the document, you must
relink the object to SAP, outside of Content Services.

Customizing FAX - scanned documents


To customize FAX - Scanned Documents, you must perform the following procedures:
oac0 Conguring content repositories, page 33
oac2 - Dening document types, page 38
oac3 - Dening links, page 39
Then you can make specic customizations using the following procedures:
oaws Settings, page 42
Optional for SAP workow, page 43
Optional for bar code, page 44

oaws Settings
OAWS contains the settings for routing and linking newly scanned FAX documents in
SAP. For each document type, you can specify which type of archiving is available:
Store for subsequent entry (Early)
Store and Enter (Simultaneous)
Assign and Store (Late)
For storing for subsequent entry which uses SAP workow to move the image to the SAP
inbox, you can specify what organizational object will be used for routing (like User) and
then what specic organizational object to route to (like the SAP User ID).

To display/change SAP settings for document types for 4.X:

1. Type /NOAWS (previously /NSOA6) in the command eld.

42 Conguring SAP R/3 for Content Services for SAP


Customizing SAP Document Classes

In earlier versions of SAP a Get Settings dialog opens if settings have been entered.
If no Get Settings dialog opens, select Edit>Insert doc. type and build your own
list of settings.
When the new settings are saved, a name has to be specied under which the settings
are stored. You may also have to create duplicate settings for early, simultaneous
and late archiving instead of using the checkboxes described below.
2. Select a setting from the list of available settings, or create a new setting.
3. Choose the setting for the application where you wish to link scanned documents
and select Entries.
The Maintenance screen opens.
4. Select New Entries to choose an item from the Document Type list which matches
your entries for OAC2 and OAC3.
5. For testing purposes, type US (USER) and your SAP ID in the Agent ID eld.
This enables you to send scanned documents to your SAP workow inbox (You may
want to integrate these entries with the SAP organizational roles, see your workow
consultant for details).
6. Make sure that each checkbox is checked to use:
Storing For Subsequent Entry
Early Archiving (SAP workow)
Store and Enter Simultaneous Archiving (no workow)
Assign then Store Late Archiving (no workow)
7. Make sure to note the values of document type and object type elds.
You will need these values to complete later conguration steps. For example,
Incoming Invoice Preliminary Posting has an object type BKPF and object type
FIIINPREL.

Optional for SAP workow


To congure all SAP object type/document type combinations you want to use with
Storing for Subsequent Entry, please coordinate conguration with your SAP workow
consultant.
SWU3 - Workow Initialization
SOA0 - Workow Document Types
OACA - Workow Parameters

Conguring SAP R/3 for Content Services for SAP 43


Customizing SAP Document Classes

Optional for bar code


Bar codes are a good way to automatically scan and link documents that have already
been entered into SAP transactions from paper. For example, you can enter an invoice
with a bar code sticker, type or wand the bar code number and later, when all the
invoices are scanned they can be automatically linked with their entry transactions.
The information in this section assumes that you have already set up a bar code
conguration object in WebAdmin. If you have not yet done this, refer to Content Services
for SAP Administration Guide. This section explains how to congure SAP R/3 object types
and document types to accept bar code on transactions in SAP to be later linked with
scanned documents stored in a repository.
OAC5 - Bar Code Settings
To congure all SAP object type/document type/User ID combinations you want to use
with bar codes for 4.x.

1. Type /NOAC5 in the command window.


2. Click Edit.
3. Click New Entries.
The Details of Added Entries window opens.
4. Enter any SAP object types for which you want a bar code dialog to open upon
saving of that object.
5. Enter any SAP document types for which you want a bar code dialog to open upon
saving of that document.
6. Enter any User IDs for which you want a bar code dialog to open upon saving under
that user ID.
7. Save your changes.
8. Enter your object, document, and user ID to test your bar code.

Testing scanning documents


Once you have completed the customizing described above, you can test document
scanning, linking and viewing the archived images. Refer to Content Services for SAP User
Guide for Scanner Operators for information on the Capture component.

To test scan and link documents:

1. Start Content Services Capture from Programs>Documentum Content Services for


SAP.

44 Conguring SAP R/3 for Content Services for SAP


Customizing SAP Document Classes

2. Type your username and password for the repository.


3. In Content Services Capture, scan or import a few pages and ll in the default
attributes.
4. From the Document Type drop-down list, select Sap_invoice (or other valid
Documentum document type).
5. Click the Scan button.
6. Click OK to the message No Scanner Available.
7. Choose File>Import in Content Services Image Viewer.
8. Select an example TIFF image le from any directory on your le system.
9. While the image displays in Content Services Image Viewer, ll in the attributes.
10. Click the Add to Queue button from Content Services Capture and the image should
disappear from the Viewer.
11. Minimize Content Services Capture.
12. In SAP, use transactions OAC2, SOA0, OACA, OAC3, OAC0 and OAWS to review
the settings for the doc type you are planning to use. For example, FIIINPREL.
13. In WebAdmin, make sure you have set up an Archive for incoming fax which
matches the Archive ID information found via OAC3 and OAC0.
You can copy and modify an existing incoming document archive.
14. On your Content Services Server, make sure that the Archive Services are started
with the correct:
RFC Destination
Share user ID
and that you IIS is up and running with HTTP, and certicates have been installed
15. To link the document with SAP workow and remove it from the queue.
16. Maximize Content Services Capture.
17. Capture and select the document in the linking queue.
18. Start SAPGUI and select Ofce>Business Documents>Documents>Move> <your
OAWS setting>.
Size the windows so that you can see both SAP and Capture.
19. Select the SAP document type which points to your user ID.
20. Click the Store For Subsequent Entry icon.
21. Replace the existing text with meaningful text so you will be able to recognize the
le in a later step.
22. Select Continue (Check).

Conguring SAP R/3 for Content Services for SAP 45


Customizing SAP Document Classes

The item is removed from the Content Services Capture Queue.


23. Exit out of the SAP dialog box.
24. Close Content Services Capture.
To process the document in SAP, post it and link it to an SAP record.
25. In the SAP inbox type /NSIN1.
26. Go to Workow and double-click to launch a workitem.
The image should be retrieved from Documentum. The Process Document Type
dialog box opens.
27. Click the Process button.
You may need to move the image to see the SAP dialog.
The SAP transaction displays.
You may need to rearrange windows to see both image and SAPGUI.
28. Fill in the sap document with data appropriate to your installation. For example:
Document date: todays date
Company code: 3000
Currency/date: USD
Doc type: KR
PstKy: 31 Account: 3980
29. Click Enter.
30. In the Amount eld, enter any amount you like.
31. In the Doc Header Text eld, enter your Vendor Name.
32. Scroll to the bottom of the form and enter the following:
PstKy: 40 Account: 491000
33. Click Enter.
34. In the Amount eld, enter the same amount entered in step 7 above or *.
35. Save the SAP Document.
36. Refresh the inbox.
The workitem should have disappeared.
37. Close the Content Services Image Viewer.
38. From SAPGUI, enter the display version of the transaction above.
39. Select List and your User ID and Execute.
The document you parked above should be displayed.
40. Choose this document.

46 Conguring SAP R/3 for Content Services for SAP


Customizing SAP Document Classes

41. From your displayed document, select Environment>Object Links.


42. Select Archived Documents.
The original document now displays.

Conguring SAP R/3 for Content Services for SAP 47


Customizing SAP Document Classes

48 Conguring SAP R/3 for Content Services for SAP


Chapter 4
Creating Custom BAPIs

Content Services for SAP enables you to create and install custom conguration objects known as
BAPIs for linking and querying SAP data.
To create a custom BAPI you must modify the custom.xml le that is included with the Content
Services for SAP installation les. The installation les are available for downloading from
subscribenet.com (see the Installation Guide for more details on downloading the release). After
modifying the custom.xml le as shown in the example below, when you install Content Services for
SAP, the custom BAPI will be available for linking and querying via the Web Admin tool.
In the following example, we are creating a custom BAPI to link and query purchase orders. The
query type for this custom BAPI is EKPO Table.

To create a custom BAPI:

Note: This procedure must be done prior to installing the current release of Content
Services for SAP. The custom BAPI is installed with the release and is available to
end-users only after product installation.
1. Download and install the current release of Content Services for SAP Server. Details
for downloading the release are provided in the Installation Guide.
2. Locate the le named custom.xml in the Server folder of the installation les.
3. Open the custom.xml le in a text editor or XML edtior.
4. Add the following sample XML code to the custom.xml le. Modify this code as
appropriate to create your own custom BAPIs. You may copy/paste this sample code
inside the Request ON_ERROR tag of the custom.xml le:
<OBJECT_CREATE ON_EXIST="version">
<API_CONFIG TYPE="sap_query_plm_type_table" CLASS="sap">
<ATTRIBUTE NAME="object_name" IS_KEY="true">EKPO_Table</ATTRIBUTE>
<ATTRIBUTE NAME="table_name">EKPO</ATTRIBUTE>
<ATTRIBUTE NAME="function_module">RFC_READ_TABLE</ATTRIBUTE>
<ATTRIBUTE NAME="sap_object_type">EKPO</ATTRIBUTE>
<ATTRIBUTE NAME="query_parameters" IS_REPEATING="true">
<VALUE>Client=MANDT</VALUE>
<VALUE>Document_Number=EBELN</VALUE>
<VALUE>Item_Number=EBELP</VALUE>

Conguring SAP R/3 for Content Services for SAP 49


Creating Custom BAPIs

</ATTRIBUTE>
<ATTRIBUTE NAME="parameter_defaults" IS_REPEATING="true"></ATTRIBUTE>
<ATTRIBUTE NAME="result_parameters" IS_REPEATING="true">
<VALUE>Client=MANDT</VALUE>
<VALUE>Document_Number=EBELN</VALUE>
<VALUE>Item_Number=EBELP</VALUE>
</ATTRIBUTE>
<ATTRIBUTE NAME="key_attributes" IS_REPEATING="true">
<VALUE>Document_Number=EBELN</VALUE>
</ATTRIBUTE>
<ATTRIBUTE NAME="methods" IS_REPEATING="true">
<VALUE>Link</VALUE>
</ATTRIBUTE>
<ATTRIBUTE NAME="descriptive_field">EBELP</ATTRIBUTE>
</API_CONFIG>
</OBJECT_CREATE>

Save the custom.xml le and close it.


5. Repeat these steps to create as many custom BAPIs as you need, creating separate
XML elements in the custom.xml le for each custom BAPI.
6. To install the custom BAPIs into your repository, run the Content Services for SAP
Server setup.exe le, choose Docbase Conguration, then for the version number
choose Custom.XML.
If you are creating custom BAPI of type "sap_query_type_plm" make sure the key
name for the description eld in the result parameters is called "Description" as
shown in following sample code:
<ATTRIBUTE NAME="result_parameters" IS_REPEATING="true">
<VALUE>Description=MATL_DESC,18,40</VALUE>
</ATTRIBUTE>

The attribute "descriptive_eld" is used by Content Services Manage. The value of


this attribute will be shown as the description in the query result dialog in Manage
as shown in the following screenshot. In this example, EKPO_Table is used.

50 Conguring SAP R/3 for Content Services for SAP


Creating Custom BAPIs

Conguring SAP R/3 for Content Services for SAP 51


Creating Custom BAPIs

52 Conguring SAP R/3 for Content Services for SAP


Chapter 5
Conguring the DMS Interface for the
Manage and View Components

The procedures in this chapter assume that the software is installed on at least one PC and that the
Documentum repository is congured according to your business needs. It is assumed that a default
installation of SAP has been performed. If this is not the case, you may nd that the installation
steps differ in your R/3 system.
You must customize SAP before you can link documents to it. The customization work is necessary to
congure the CAD Interface to your needs. Additionally, you must verify a number of parameters
and certify that everything is congured properly. This chapter discusses the following topics:
Conguring the Manage component, page 53
Conguring Document Management Control Data, page 55
Conguring general data, page 60
Conguring CAD integration, page 67
Conguring general data sub-levels, page 69
The examples in this chapter also assume a SAP default installation.

Conguring the Manage component


The complete customization is done in the same SAP menu from SAPGUI.

Conguring the Manage and View components


To congure the Manage and View components for 3.x:

1. Start SAPGUI and connect to R/3.


The SAP R/3 window appears.

Conguring SAP R/3 for Content Services for SAP 53


Conguring the DMS Interface for the Manage and View Components

2. Type /nspro in the command eld.


A dialog box may or may not be displayed.
3. Click Enter.
4. Click the Enterprise IMG button, F5 or click on the button for your specic project if
you congure your system on a project basis.
The Implementation Guide for R/3 Customizing screen appears:
5. Click on Cross-Application Components, then click on Document Management
from the expanded list of items.

To congure the Manage and View components for 4.0:

1. Start SAPGUI and connect to R/3.


The SAP R/3 window appears.
2. Type /nspro in the command eld.
A dialog box may or may not be displayed.
3. Click Enter.
4. Select Implement Projects>SAP Reference IMG (or click on the button for your
specic project if you congure your system on a project basis).
The Implementation Guide for R/3 Customizing screen appears:
5. Click on Cross-Application Components, then click on Document Management
System from the expanded list of items.

Opening the Document Management Control Data


window
To open this window for 3.x:

1. Type /nspro in the command eld.


A dialog box may or may not be displayed.
2. Click Enter.
3. Click the Enterprise IMG button, F5 (or click on the button for your specic project if
you congure your system on a project basis).
The Implementation Guide for R/3 Customizingscreen appears:
4. Click on Cross-Application Components, then click on Document Management
from the expanded list of items.

54 Conguring SAP R/3 for Content Services for SAP


Conguring the DMS Interface for the Manage and View Components

To open this window for 4.x:

1. Type /nspro in the command eld.


2. Select SAP Reference IMG (or click on the button for your specic project if you
congure your system on a project basis).
The Implementation Guide for R/3 Customizing window appears:
3. Click on Cross-Application Components, then click on Document Management
System from the expanded list of items.
This window is the starting point for all congurations described in this chapter.

Conguring Document Management Control


Data
You must verify several parameters in Document Management Control Data for 3.x.

1. To navigate there, single-click on the cabinet icons to expand the selection:


2. Cross-Application Components>Document Management>Control Data.
The following four items appear in a list:
Dene number ranges for document numbers
Dene document types
Maintain object link descriptions
Dene object links
3. Click on each item (marked with a green tick and a clock) to congure it.
The following sections explain how to do this.

You must verify several parameters in Document Management Control data for 4.0.

1. To navigate there, single-click on the cabinet icons to expand the selection:


Cross-Application Components>Document Management>Control Data.
The following four items appear in a list:
Dene number ranges for document numbers
Dene document types
2. Click on each item (marked with a green tick and a clock) to congure it.
The following sections explain how to do this.

Conguring SAP R/3 for Content Services for SAP 55


Conguring the DMS Interface for the Manage and View Components

You must verify several parameters in Document Management Control data for 4.x.

1. If necessary, open the Implementation Guide for R/3 Customizing window and
navigate to the Document Management System cabinet. (See Opening the Document
Management Control Data window, page 54.)
2. To navigate there, single-click on the cabinet icons to expand the selection:
Cross-Application Components>Document Management>Control Data.
The following items appear in a list:
Dene number ranges for document numbers
Dene document types
3. Click on each item (marked with a green tick and a clock) to congure it.
The following sections explain how to do this.

Dening number ranges for document numbers


To check the number ranges:

1. To edit the conguration, click on the Intervals button (marked with a red pen).
The Display Number Range Intervals window appears:
2. You should see number ranges congured as in the following example:

Table 5-1. Number ranges

No. From number To number Ext.


01 00000000000000000001 00000000000000999999 Checked
02 00000000010000000000 00000009999999999999 Unchecked
03 00000010000000000000 99999999999999999999 Checked
04 00000000000001000000 00000000009999999999 Checked

3. Save changes if necessary.


4. Click the Back button twice. This returns you to the Document Management Control
Data window.

Dening document types


To dene document types for 3.x and 4.0:

1. Start SAPGUI and connect to R/3.

56 Conguring SAP R/3 for Content Services for SAP


Conguring the DMS Interface for the Manage and View Components

The SAP R/3 window appears.


2. Type /nspro in the command eld.
A dialog box may or may not be displayed.
3. Click Enter.
4. Select Implement Projects>SAP Reference IMG Cross-Application
Components>Document Management>Dene Document Types.
A list of your congured Document types appears.
5. Starting with the document type DRW, dene the parameters for each document
type.
Note: Since the PLM type objects are usually drawings, a default value of DRW
is used. You can always override this setting in the Query Conditions eld of the
SAP Query Composer (refer to the Creating, Viewing, and Editing an SAP Query
section of the Content Services for SAP Administration Guide).

Example 5-1.
You can assign the value of DocumentType as DES for a DES document type.
For all document types, you can set the value of DocumentType as one of the
following:
DocumentType=*
DocumentType=
In this case, no value has been assigned to the parameter. The value for the
parameter has been set to blank.
6. Click the box at the beginning of the document type line.
7. Click the magnifying glass button.
Dene the parameters for DRW as described below. Leave other elds blank.

Table 5-2. Field descriptions

Parameter Setting
Doc. type desc Engin/Des. Drawing
Version Assign. Checked
Ass. of rev. lev Checked
Archiving authorization Checked
Change docs Checked
Internal number range 02
External number range 01

Conguring SAP R/3 for Content Services for SAP 57


Conguring the DMS Interface for the Manage and View Components

Parameter Setting
Number exit MCDOKZNR
Vers. no. incr. 1
File size 0

8. Save your changes.


9. Click Back twice.
This returns you to the Document Management Control Data screen.

To dene document types for 4.x:

1. If necessary, open the Implementation Guide for R/3 Customizing window and
navigate to the Document Management System cabinet. To navigate there,
single-click on the cabinet icons to expand the selection: Cross-Application
Components > Document Management > Control Data.
2. Select Dene Document Types.
A list of your congured Document types appears.
3. Starting with the document type DRW, dene the parameters for each document
type you intend to store within Documentum.
Note: Since the PLM type objects are usually drawings, a default value of DRW
is used. You can always override this setting in the Query Conditions eld of the
SAP Query Composer (refer to the Creating, Viewing, and Editing an SAP Query
section of the Content Services for SAP Administration Guide).

Example 5-2.
You can assign the value of DocumentType as DES for a DES document type.
For all document types, you can set the value of DocumentType as one of the
following:
DocumentType=*
DocumentType=
In this case, no value has been assigned to the parameter. The value for the
parameter has been set to blank.
4. Click the box at the beginning of the document type line.
5. Click the magnifying glass button.
Dene the parameters for DRW as described below. Leave all other elds blank.

58 Conguring SAP R/3 for Content Services for SAP


Conguring the DMS Interface for the Manage and View Components

Table 5-3. Field descriptions

Parameter Setting
Doc. type desc Engin/Des. Drawing
Version Assign. Checked (optional)
Ass. of rev. lev Checked (optional)
Archiving authorization Checked
Change docs Checked (optional)
Internal number range 02
External number range 01
Number exit MCDOKZNR
Vers. no. incr. 1
File size 0

6. Save your changes.


7. Click Back twice.
You are returned to the Document Management Control Data window.

Dening and Maintaining Object Link descriptions


To dene and maintain object link descriptions for 3.x:

1. Verify that the following three items are congured and the names are spelled
exactly as follows:

Table 5-4. Object Link descriptions

Lang. Object Name


E EQUI Equipment master
E IFLOT Functional location
E MARA Material master

2. Click Back.
This returns you to the Document Management Control Data screen.

To dene and maintain object link descriptions for 4.0 and 4.x:

1. Select the document type.

Conguring SAP R/3 for Content Services for SAP 59


Conguring the DMS Interface for the Manage and View Components

2. Select Document Types>Maintain Object Link Descriptions.


3. Verify that the following three items are congured and the names are spelled
exactly as follows:

Table 5-5. Object Link descriptions

Lang. Object Name


EN EQUI Equipment master
EN IFLOT Functional location
EN MARA Material master

4. Click Back twice.


You are returned to the Document Management Control Data window.

Conguring general data


This section explains how to congure several required parameters that are usually not
congured in a default R/3 installation.

To congure general data for 3.x and 4.0:

1. Start SAPGUI and connect to R/3.


The SAP R/3 window appears.
2. Type /nspro in the command eld.
A dialog box may or may not be displayed.
3. Click Enter.
4. Select Implement Projects>SAP Reference IMG Cross-Application
Components>Document Management>General Data.
5. Close the Document Management Control Data screen and navigate to the General
Data level.
The following items are listed:
Dene data carrier types
Dene data carriers
Identify front-end computers
Dene workstation applications
Dene workstation applications in network
6. Click on each item (marked with a green tick and a clock) to congure it.

60 Conguring SAP R/3 for Content Services for SAP


Conguring the DMS Interface for the Manage and View Components

The following sections explain how to do this.

To congure general data for 4.x:

1. If necessary, open the Implementation Guide for R/3 Customizing window and
navigate to the Document Management System cabinet. (To navigate there,
single-click on the cabinet icons to expand the selection: Cross-Application
Components>Document Management>General Data.)
2. Select General Data.
The following items are listed:
Dene data carrier
Dene workstation application
Maintain CAD systems
3. Click on each item (marked with a green tick and a clock) to congure it.
The following sections explain how to do this.

Dening Data Carrier and Data Carrier Types


Select Dene data carrier from the list.
This section describes how to congure the following settings under the Dene Data
Carrier Type window:
Dene data carrier type external DMS
Dene external DMS (document management system)
Dene data carrier type server, front end
Identify frontend computers

Dening external DMS

To congure the DMS for 4.0:

1. Click the New Entries Button.


2. Dene the following parameters:
Data Car. = DOCUMENTUM
TY = EX
Description = Documentum
3. Save the new entry. You should then go on to dene the data carrier type server,
front end.

Conguring SAP R/3 for Content Services for SAP 61


Conguring the DMS Interface for the Manage and View Components

To congure the DMS for 4.x:

1. Select Dene external DMS


2. Click the New Entries Button.
3. Dene the following parameters:
TY = EX
Description = Documentum
Online and EX checked
4. Select Dene External DMS.
5. Create a Data Carrier called Documentum of type EX with description =
Documentum.
6. Save the new entry. You should then go on to dene the data carrier type server,
front end.

Dening data carrier type server, front end

Use the following procedure to congure a new carrier type for 3.x:

1. Verify that type PC exists in the listing.


If the type PC exists verify the parameters listed in step 2.
If the type PC does not exist, click the New Entries button and set the parameters
as listed in step 2.
2. Dene the following parameters:
Data car. type = PC
Online = checked
Printer = unchecked
Vault = unchecked
Ex = checked
CAD System = DEMO
Description = External DMS
3. Save your changes.
4. Exit this dialog.
5. Click Back.
You should then go on to dene the data carrier

Use the following procedure to congure a new carrier type for 4.0 and 4.x

1. Verify that type PC exists in the listing.

62 Conguring SAP R/3 for Content Services for SAP


Conguring the DMS Interface for the Manage and View Components

If the type PC exists, verify the parameters listed in step 2.


If the type PC does not exist, click the New Entries button and set the parameters
as listed in step 2.
2. Dene the following parameters:
Type = PC
Description = Windows PC
Online = Checked
The Path entry should be left blank.
3. Save your changes.
4. Exit this dialog.
5. Click Back.
You should then go on to dene the data carrier.

Identifying Front-end computers

Use the following procedure to congure a default front-end computer (if not already
congured) for 3.x:

1. Click the New Entries button.


2. Dene the following parameters:
DataCar = DEFAULT
Ty = PC
Net address = DEFAULT
Description = Windows View component for default PC.
3. Save your changes.
4. Exit this dialog.
5. Click Back.
You should then go on to dene the workstation applications.

Use the following procedure to congure a default front-end computer (if not already
congured) for 4.0 and 4.x:

1. Navigate to the Dene data carrier type server, front end option and select the
type PC.
2. Select Identify frontend computers from the navigation area.
3. Make sure that the following entry is dened:
FrontendComputer. = DEFAULT

Conguring SAP R/3 for Content Services for SAP 63


Conguring the DMS Interface for the Manage and View Components

Data carr. type = PC


Netw. address = DEFAULT
Description = Default for local PC.
Note: If DEFAULT is not dened, check to see if it has been dened under a
different data carrier. If this is the case, continue to use this data carrier from
now on, instead of PC.
4. Save your changes.
5. Exit this dialog.
6. Click Back.
You should then go on to dene the workstation applications.

Dening workstation application


This section describes how to congure the following settings under the Document
Management System Control Data window[Symbol_ZapfDingbats_228] General
Data[Symbol_ZapfDingbats_228]Dene workstation application section. The following
entries must be congured in this window:
Dene workstation application
Dene workstation applications in network
To congure a workstation application for 3.x:

1. Click the New Entries button.


2. Dene the following parameters:
WS application = DCM
StartAut = checked
Description = Documentum View component
All the other check boxes must be unchecked
3. Save your changes.
4. Exit this dialog.
5. Click Back.
You should then proceed to dene the Workstation Applications in a Network.

To congure a workstation application for 4.0 and 4.x:

1. Navigate to the Dene workstation application settings in the Workstation


Application dialog.
2. Click the New Entries button.

64 Conguring SAP R/3 for Content Services for SAP


Conguring the DMS Interface for the Manage and View Components

3. Dene the following parameters:


WS application = DCM
Description = Documentum View component
Start authorization = checked
All other elds should be left empty.
All the other check boxes must be unchecked
4. Save your new entry.
5. Exit this dialog.

Dening workstation applications in network

To congure a workstation application in the network for 3.x:

1. Click the New Entries Button.


Dene the following parameters:
DataCar type = PC
Applic. = DCM
ApplTyp = 1 (Display)
You can congure Content Services to provide a print button in addition to a view
one. This option is not available under WebView. To congure printing, add an
identical entry which has the ApplTyp = 3 (Print) and dene the program as
dmview.exe /print %f

Program = dmview.exe
If you have installed the View component somewhere other than the default SAP
main program directory, you must dene the path.
If you installed WebView for viewing documents, you should dene the Program as:
dmwebview.exe %f host/rs-bin/RightSite.dll

This conguration may look different for a UNIX Web server.


SourcePath = [leave this eld empty]
StartAuth = Yes
Description = Documentum View component
2. Save your changes.
3. Exit this dialog.
4. Click Back.
This is the nal task for document management customization.

Conguring SAP R/3 for Content Services for SAP 65


Conguring the DMS Interface for the Manage and View Components

To congure a workstation application in the network for 4.0:

1. Navigate to the Dene workstation applications settings in the Workstation


Application dialog.
2. Select the DCM entry and navigate to Dene workstation applications in network.
3. Click New Entries and enter the following parameters:
WS application = DCM (this entry is read only)
Data carr. type = PC
Application Type = 1 (Display)
You can congure Content Services to provide a print button in addition to a view
one. This option is not available under WebView. To congure printing, add an
identical entry which has the Application Type = 3 (Print) and dene the program as
dmview.exe /print %f

Path with prog. name = dmview.exe


If you have installed the View component somewhere other than the default SAP
main program directory, you must dene the path.
If you installed WebView for viewing documents, you should dene the Program as:
dmwebview.exe %f host/rs-bin/RightSite.dll

This conguration may look different for a UNIX Web server.


Path for ref. le = [leave this eld empty]
Start Authorization = Yes
4. Save your changes.
5. Exit this dialog.
6. Click Back.

To congure a workstation application in the network for 4.x:

1. Navigate to the Dene workstation applications settings in the Workstation


Application dialog.
2. Select the DCM entry and navigate to Dene workstation applications in network.
3. Click New Entries.
Under 4.6, it is not possible to pass program arguments. For example, this means
that it is not possible to launch dmview.exe with program arguments such as /PRINT
to trigger the print function or the arguments required to use anonymous login. To
get around this problem, see OSS notes: 0135155 and 0105208.
4. Enter the following parameters:
WS application = DCM (this entry is read-only)

66 Conguring SAP R/3 for Content Services for SAP


Conguring the DMS Interface for the Manage and View Components

Data carr. type = PC


Application Type = 1 (Display)
Path with prog. name = dmview.exe
If you have installed the View component somewhere other than the default SAP
main program directory, you must dene the path.
If you have installed WebView for viewing documents, you must dene the program
as dmwebview.exe. (The previous note about passing program arguments applies
also to dmview.exe. For example, If webview.exe is called without command line
parameters, the user is prompted to ll in the host name under which the Web
application runs. To get around this problem, see OSS notes: 0135155 and 0105208.)
This conguration may look different for a UNIX Web server.
Path for ref. le = [leave this eld empty]
Start Authorization = X (yes)
5. Save your changes.
6. Exit this dialog.
7. Click Back.

Maintaining CAD systems


To congure and verify the CAD systems for 4.x:

1. Select Maintain CAD Systems.


2. Click New Entries.
3. Enter the following parameters:
CAD System = DEMO
Description = Documentum.
4. Save your changes.
5. Exit this dialog.

Conguring CAD integration


Go up one level and enter the CAD Integration conguration area of the IMG guide.
Select the Dene control parameters entry.

Conguring SAP R/3 for Content Services for SAP 67


Conguring the DMS Interface for the Manage and View Components

To congure and verify the control parameters for 3.x and 4.0:

1. Start SAPGUI and connect to R/3.


The SAP R/3 window appears.
2. Type /NSPRO in the command eld.
A dialog box may or may not be displayed.
3. Click Enter.
4. Select Implement Projects>SAP Reference IMG Cross-Application
Components>Document Management>CAD Integration.
5. Edit or verify the following parameters:
Max. number of matchcode recs = 50
Separator in data-string = @ (hex 40)
Max. length of send string = 03001
The remaining parameters on this screen are not relevant and do not need to be
edited.
6. Save your changes.
7. Exit this dialog.
Save the settings even if nothing was modied. The parameters given above are
the default parameters.
You may receive an error message here stating that control parameters are not
dened for the current client. If this happens, save the settings even if you have
not modied anything.

To congure and verify the control parameters for 4.x:

1. Select CAD Integration.


2. Edit or verify the following parameters:
Max. number of matchcode recs = 50
Separator in data-string = @ (hex 40)
Max. length of send string = 03001
The remaining parameters on this window are not relevant and do not need to be
edited.
3. Save your changes.
4. Exit this dialog.
Save the settings even if nothing was modied. The parameters given above are
the default parameters.

68 Conguring SAP R/3 for Content Services for SAP


Conguring the DMS Interface for the Manage and View Components

You may receive an error message here stating that control parameters are not
dened for the current client. If this happens, save the settings even if you have
not modied anything.

Conguring general data sub-levels


This section describes how to verify the basic conguration values for the sub-levels
associated with the CAD Integration General Data level.
Verifying the values in the general data sub-levels ensures that the CAD Interface is
properly congured. This interface is dened with a number of tables that are congured
for client 000 for 3.x and 100 for 4.x when the SAP server is installed. Because these tables
are not always duplicated to other clients its important to verify them.
Note: The lists displayed in this manual do not show the complete tables but they show
items that must be there. If the number of items in your tables is much lower than the
numbers given in this manual, then your tables may not be complete. In this case, copy a
new set of tables from client 000. Do not try to enter these values manually.

Dening functions
Use the Position button to verify that the following items in the table are dened. This
table must contain about 180 entries:.

Table 5-6. Function values

Proc. Code Sub-process code


DOCCH DO
DOCCR MR
DOCRQ CL
EQUIRQ MR
MATRQ MR

Conguring SAP R/3 for Content Services for SAP 69


Conguring the DMS Interface for the Manage and View Components

Allocating eld sets


The following entries must be congured. This step allows you to verify whether the
CAD system name as congured in Dening Data Carrier and Data Carrier Types,
page 61 is correct.
Use the position button to nd the following items:
CAD system = DEMO
Proc. Code = DOCCR
Sub -process code = MR
Direction = U
Set name = DCCRDAT

Dening eld sets (CAD->SAP)


Choose General Data>Dene eld sets>CAD>SAP to dene CAD Field Sets. This table
contains more than 300 items. The following items must be congured:

Table 5-7. CAD eld sets

Field set Field name


DCCRDAT DOC_NUMBER
DCCRDAT DOC_TYPE
DCCRDAT DOC_PART
DCCRDAT DOC_VERS
DCCRDAT DESCRIPT_D
DCCRDAT DISP_APPL
DCCRDAT DATA_CARR
DCCRDAT ORIGINAL
DCCRDAT PROTOCOL

70 Conguring SAP R/3 for Content Services for SAP


Chapter 6
Conguring SAP for PP-PI

Documentum Content Services for SAP allows you to link documents stored in a Documentum
repository to an SAP PP-PI (Production Planning for Process Industries) instruction sheet. Documents
are thus directly accessible from SAP PP-PI sheets.
SAP PP-PI modules control the manufacturing process in process industry environments. PP-PI
allows you to dene hyperlinks to external applications, enabling you to retrieve documents (such as
recipes or SOPs) from a Documentum repository by using a congurable query together with specic
parameters. This mechanism is very exible and is independent of the Documentum or ArchiveLink
system. Documents are linked to SAP PP-PI with a query stored in Documentum.
This information in this chapter assumes that the Content Services View is installed on at least one PC
and that the Documentum repository is congured according to your business needs.
You must customize the SAP server before you can use hyperlinks from a PP-PI sheet. This section
explains how to create and congure the mandatory new process instruction categories. These
concepts are described in the following sections:
Conguring the Process Instruction category, page 71
Dening Process Instruction category DCTM, page 72
Conguring the Characteristics/Process Instruction category, page 72

Conguring the Process Instruction category


To get into the SAP customization menu follow these steps:

1. Start SAPGUI and connect to R/3.


2. To invoke the SAP conguration tool, type /nspro into the command eld.
A dialog box appears.
3. Click Enter to exit the dialog box.
4. Click the Enterprise IMG button (or click your specic project if you congure your
system on a project base).

Conguring SAP R/3 for Content Services for SAP 71


Conguring SAP for PP-PI

This brings you to Implementation Guide for R/3 Customizing window.


5. Navigate to the process instruction categories subfolder.
To get there, click Production Planning for Process Industries folder>Process
management>Process instructions>Process instruction categories for the R/3 PI sheet.
6. Click on Dene Process Instruction Categories.

Dening Process Instruction category DCTM


To congure a new Process Instruction category:

1. Click the New Entries Button.


2. Dene the category DCTM:
Process Instr.type type must be 6.
Description is Documentum Content Services.
3. Save the new item.
4. Click Back to return to the previous window.

Conguring the Characteristics/Process


Instruction category
To congure the Characteristics/Process Instruction category:
You must have a screen resolution of at least 600x800 to be able to enter characteristics
of the new process instruction category.
1. Click on Characteristics/Process instruction category.
2. Enter the value for PPPI_FUNCTION_NAME.
The default value for this eld is WS_EXECUTE
3. Enter the value for PPPI_BUTTON_TEXT.
The default value is Show Related Documents. This text can be changed to reect
your customized installation.
4. Enter the value for PPPI_EXPORT_PARAMETER.
The default value for this eld is PROGRAM
5. Enter the value for PPPI_STRING_CONSTANT.
This eld species the absolute path or relative path (if installation directory is in the
PATH environment variable on every PC) of the Content Services View executable.

72 Conguring SAP R/3 for Content Services for SAP


Conguring SAP for PP-PI

The default location of the Content Services View executable is the SAPGUI
installation directory. This is a system-wide setting.
The maximum numbers of characters is 30.
6. Enter the value for PPPI_EXPORT_PARAMETER.
The default value for this eld is COMMANDLINE.
7. Enter the value for PPPI_STRING_CONSTANT.
The value of this eld is the command line passed to Content Services View. You
may either leave this eld blank for now, or enter the repository name and the query
name. The command line has some constraints:
The maximum string length is 30 characters.
All letters are capitalized.
8. Enter the value for the characteristics described below.

Table 6-1. Field descriptions

Characteristic Default characteristic value

/ Comments
PPPI_FUNCTION_NAME WS_EXECUTE
PPPI_BUTTON_TEXT Show Related Documents

This text can be changed to reect your


customized installation.
PPPI_EXPORT_PARAMETER PROGRAM
PPPI_STRING_CONSTANT This eld species the absolute path or
relative path (if installation directory is in
the PATH environment variable on every
PC) of the Content Services View executable.
The default location of the Content Services
View executable is the SAPGUI installation
directory. This is a system-wide setting.

The maximum numbers of characters is 30.

Conguring SAP R/3 for Content Services for SAP 73


Conguring SAP for PP-PI

Characteristic Default characteristic value

/ Comments
PPPI_EXPORT_PARAMETER COMMANDLINE
PPPI_STRING_CONSTANT The value of this eld is the command line
passed to Content Services View. You may
either leave this eld blank for now, or enter
the repository name and the query name. The
command line has some constraints:

The maximum string length is 30 characters.


All letters are capitalized.

9. Save your changes.


10. Exit this dialog.

74 Conguring SAP R/3 for Content Services for SAP


Index

A number ranges, 21
Administrative Console, 15 optical archive as output device, 22
Agent services, 15 content repositories, 33
ALF, 38, 40 Content Services, see Content Services for
ALF class, 16 SAP
ALF format, 16 Content Services for SAP, 7
Anonymous Login dened, 13
protocol, 29 Content Services for SAP administrator, 7
archived and deleting documents, Content Services server, 38
deleting, 42 creating
archived data, 16 queues, 21
archived Print List creating links, 7
displaying in SAPGUI, 41 CS for SAP, see Content Services for SAP
ArchiveLink Monitor window, 41
archiving D
Print List, 40
DB2, 7
archiving reports
dening
testing, 40
document types, 38
Archiving request window, 41
links, 39
Archiving Server, 14
logical ArchiveID, 20
asynchronous queue, 21
deleting
archived and linked documents, 42
B displaying
bar codes, 44 archived Print List in SAPGUI, 41
basic settings, conguring, 20 dmview.exe, 65 to 67
document
incoming, 16
C outgoing, 16
CAD eld sets, 70 scanned, 16
CAD Integration, conguring, 67 supported formats in SAP, 16
capture operator, 7 document controller, 7
class document formats, supported in SAP, 16
ALF, 16 Document Management General Data, 64
FAX, 16 to 66, 69
OTF, 16 document types
REO, 16 ALF, 38
conguration procedures, 36, 67 dening, 38
conguring FAX, 38
basic settings, 20 OTF, 38
Manage, 53 REO, 38

Conguring SAP R/3 for Content Services for SAP 75


Index

documents, 42, 55 oac2, 38


oac3, 39
oadr, 41
F oag1, 20
f.21, 40 oam1, 21
FAX, 38, 42 oanr, 21
FAX class, 16 oaq1, 21
eld sets, allocating, 70 oaqi, 21
format OAWS, 42
ALF, 16 OLE, application, 25
PDF, 16 optical archive, conguring as output
REO, 16 device, 22
Tiff, 16 Oracle, 7
frequency of archival, 22 OTF, 38
OTF class, 16
G output device
conguring logical archive as, 22
General Data, 69 to 70

I P
Inline Print List Viewer PDF format, 16
prerequisites
protocol, 30
system administrator, 7
intended audience, 7
Print List, 40
archived, displaying in SAPGUI, 41
J archiving, 40
jobs, scheduling, 22 Print Lists, 16
ALF class, 16
ALF format, 16
L protocol
linking, 42 Anonymous Login, 29
links Inline Print List Viewer, 30
dening, 39 purpose of the guide, 7
logical ArchiveID
dening, 20
Q
queues, creating, 21
M
maintaining links, 7
Manage, 53 to 55 R
releasing documents to SAP, 7
REO, 38
N REO class, 16
number ranges, conguring, 21 REO format, 16
Reports, see Print Lists
O RFC destination archive, 36
oaa4, 27
oaat, 22 S
oac0, 20, 33 SAP
OAC0, 34 print spooler, 24

76 Conguring SAP R/3 for Content Services for SAP


Index

supported document formats in, 16 ALF format, 16


transaction code, f.21, 40 FAX class, 16
transaction code, oaat, 22 OTF class, 16
transaction code, oac0, 20, 33 PDF format, 16
transaction code, oac2, 38 REO class, 16
transaction code, oac3, 39 REO format, 16
transaction code, oadr, 41 Tiff format, 16
transaction code, oag1, 20 Sybase, 7
transaction code, oam1, 21 system administrator, 7
transaction code, oanr, 21 prerequisites, 7
transaction code, oaq1, 21
transaction code, oaqi, 21
transaction code, sm50, 24
T
transaction code, spad, 22 test scanning, 44
transaction code, spro, 19 testing the connection, 37
SAP Document Classes Tiff format, 16
customizing, 33 transaction code
SAP Server, 53 to 55 f.21, 40
SAP Workow, 43 oaat, 22
SAPGUI oac0, 20, 33
ArchiveLink Monitor window, 41 oac2, 38
Archiving request window, 41 oac3, 39
displaying archived Print List in, 41 oadr, 41
Queue Administrator eld, 21 oag1, 20
scanning documents, 7 oam1, 21
scheduling oanr, 21
jobs, 22 oaq1, 21
settings, 42 oaqi, 21
sm50, 24 sm50, 24
SM59, 36 to 37 spad, 22
SOLE, 25 spro, 19
spad, 22 Transfer drctry eld, 20
SPO process, 24
spool process, 24 U
spool processes, verifying, 24 ueue Administrator eld, 21
spro, 19
user roles, 7
SQL Server, 7
standard user, 7
supported databases, 7 V
DB2, 7 verifying, spool processes, 24
Oracle, 7 View, 53 to 55
SQL Server, 7
Sybase, 7
supported document formats in SAP, 16
W
ALF class, 16 WebAdmin, 15

Conguring SAP R/3 for Content Services for SAP 77

You might also like