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Installation Guide Open Text RMLink for SAP Solutions 9.7.

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

RMSAP090701-IGD-EN

Installation Guide Open Text RMLink for SAP Solutions 9.7.1 RMSAP090701-IGD-EN Rev.: 07. May 2009
This documentation has been created for software version 9.7.1. It is also valid for subsequent software versions as long as no new document version is shipped with the product or is published at https://knowledge.opentext.com. Open Text Corporation 275 Frank Tompa Drive, Waterloo, Ontario, Canada, N2L 0A1 Tel: +1-519-888-7111 Toll Free Canada/USA: 1-800-499-6544 International: +800-4996-5440 Fax: +1-519-888-0677 E-mail: support@opentext.com FTP: ftp://ftp.opentext.com For more information, visit http://www.opentext.com

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

Table of Contents

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1.1 1.2

Introduction ............................................................................... 5
Product documentation ............................................................................ 6 Contact information .................................................................................. 7

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2.1 2.2 2.3 2.4 2.5 2.6

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

3 4
4.1 4.2 4.2.1

Installing package ................................................................... 13 Upgrading ................................................................................ 15
Upgrading to Open Text RMLink for SAP Solutions 9.7.1 ..................... 15 Upgrading the SAP system .................................................................... 15 Exchange upgrades ............................................................................... 15

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5.1 5.2 5.3 5.4 5.5 5.6 5.7 5.8 5.9 5.10 5.10.1 5.10.2 5.10.3 5.10.4

Performing post-installation tasks in Enterprise Library Services ................................................................................... 17
Configuring storage provider.................................................................. 17 Installing SAP SSO libraries .................................................................. 19 Creating Livelink users for SAP users ................................................... 20 Creating Enterprise Library Services application................................... 22 Creating RM classification (optional) ..................................................... 24 Importing folder and item type ............................................................... 25 Setting up authorization for records in Livelink ...................................... 27 Creating system categories in Livelink................................................... 28 Installing Open Text Advanced Item Management (optional)................ 29 Installing RMLink RFC Service on RCS Server (SAP R/3 Enterprise 4.70 only) ............................................................................................... 29 Installing SAP Java Connector module.................................................. 29 Installing RMLink RFC Service .............................................................. 30 Configuring RMLink RFC Service .......................................................... 31 Troubleshooting RMLink RFC Service................................................... 33

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. 44 Maintaining Enterprise Library server settings.................... 40 Creating TCP/IP connection for RMLink RFC Service (SAP R/3 Enterprise 4............11 6.....2.................................................10 6......................3 Appendix ..........2 6..........2............... 62 Example for user synchronization.......70 only) ........ 50 Scheduling job for removing deleted records ..................................................... 56 Creating additional Livelink categories (optional) ........................................1 6......1 7........................13 6...............2 7...........................1 7................. 64 Using LDAP user management ..............1 7...................14 Performing post-installation tasks in SAP ........61 Single sign-on process for using Livelink..... 52 Maintaining receiver modules for changed/created events (optional) .......................12 6..........70 only) ....................... 68 IDX Index ...................................... SAP ERP 6....0 only).................................. 55 Maintaining receiver modules for automatic declaration of print lists (optional...... 67 Importing users in Livelink .............3 6...............................................0 only) ...............0 only).1.. 35 Using the IMG function .............................................................0 only) ..........7 6.. 61 Configuring CAP Connector module. 49 Activating business functions (SAP ERP 6......................... 59 Implementing business property provider (optional)...........................................................................................................71 iv Installation Guide RMSAP090701-IGD-EN ....................... 36 Setting up SAP authentication (SAP ERP 6.......35 Defining SAP roles .... 64 Exporting SAP users ..............9 6.......... SAP R/3 Enterprise 4............Table of Contents 6 6....8 6....................................... 51 Maintaining receiver modules for automatic declaration (optional.........................6 6...........2............................................4 6......5 6.................................. 37 Creating HTTP connection and logical port for Enterprise Library Services (SAP ERP 6............................2 7..................................................... 60 7 7....................................................................................................................... 47 Activating the RMLink SSO HTTP service.....................................

Each rule defines the classification. RMSAP090701-IGD-EN Installation Guide 5 . For 4. Configurable declaration rules allow SAP-module-specific records declaration. The following architecture diagram shows all components and gives an overview of the RMLink functionality. The corresponding restrictions and changes for RFC are listed in this document. related to a declaration context. etc. the functionality is limited due to platform restrictions. the declaration procedure can be performed in batch mode by an administrator. The Livelink disposition process eliminates expired records.Chapter 1 Introduction Open Text RMLink for SAP Solutions (RMLink) allows you to declare SAP ArchiveLink documents and print lists as records that are under control of Livelink ECM – Records Management.70. Note: RMLink also supports SAP R/3 Enterprise 4. however. The declaration can be performed automatically during document archiving or interactively by an application user. metadata. Then RMLink reads the corresponding notification messages and deletes all affected documents links in SAP. the communication layer RFC is used instead of web service. In addition.70. supplemental markings.

6.7. For information on supported hardware and software platforms. Look there for the most up-to-date version.0 1. For information on the other packages. It communicates via web services with the Open Text Enterprise Library Services.1 Product documentation This document describes the installation and upgrade process in the SAP environment only.Records Management for SAP Solutions 9. see the individual installation guides. 6 Installation Guide RMSAP090701-IGD-EN .1 Open Text . check the Open Text RMLink for SAP Solutions Release Notes. Important Note that there may be a more recent version of this installation guide in the Open Text Knowledge Center.6.0 Open Text Extended ECM for SAP Solutions 9.1 does not support an upgrade from any of the following previous versions: • • • Livelink ECM . The web services run on Livelink with the same user as the one using RMLink.RMLink for SAP Solutions 9. Therefore synchronization between SAP and Livelink users via LDAP is required.Chapter 1 Introduction RMLink resides in the SAP Business Suite ABAP Stack.7. Figure 1-1: RMLink scheme Note: RMLink 9.

Programs and support for registered partners.com. Patches for Open Text products. help files. The following information and support sources can be accessed through Open Text Online: Knowledge Center Open Text's corporate extranet and primary site for technical support. • The following role-specific information is available: Partners • • Information on the Open Text Partner Program. and further information from Open Text staff and other users in one of the Open Text online communities Administrators/developers • • • • • Feedback on documentation Downloads and patches Documentation Product information Discussions Product previews If you have any comments.1. questions. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.2 Contact information 1. You can access Open Text Online via the Internet at http://online.7.opentext. contact us by e-mail at documentation@opentext.2 Contact information Open Text Online is a single point of access for the product information provided by Open Text.com/ or the support sites at http://support. Business Users • Tips. Depending on your role. or suggestions to improve our documentation. Open Text Developer Network (OTDN): developer documentation and programming samples for Open Text products.com/. Documentation for all Open Text products. you have access to different scopes of information (see below for details).opentext.1 7 . It is the official source for: • • • Open Text products and modules.

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Basic knowledge of the employed operating system. the following terms and definitions are used: DPA OTEXxxx <SID> <MDT> /usr/sap/trans/EPS/in Name of the SAP system used by Open Text Package with the ID xxx System ID of the SAP system used by the user Client into which the import will take place Package directory in the user's SAP system 2.3 SAP prerequisites RMLink supports the following SAP products: • • SAP ERP 6. in particular its Records Management.1 Required knowledge The following knowledge is required from the person dealing with the installation as described in this document: • In-depth knowledge of SAP administration tasks.0 SAP R/3 Enterprise 4. • • 2.Chapter 2 Checking prerequisites 2. User Management and Directory Service components. in particular the SAP Add-On Installation Tool (SAINT).2 Terms and definitions When describing the installation.70 Check the following prerequisites prior to installation: SAP support packages Check the latest version of the Release Notes in the Open Text Knowledge Center for required support packages for the employed SAP system prior to installation! RMSAP090701-IGD-EN Installation Guide 9 . In-depth knowledge of Open Text Enterprise Library Services.

OSS note 484219 Installation information . ArchiveLink customizing Customizing of the SAP system and the Archive and Storage Services must be completed according to Part 3 "SAP basis customizing" in Open Text Archiving and Document Access for SAP Solutions .g.20 . patch level 15. This note is required for the declare functionality of the print lists. additional icons in the GOS attachment list) based on the SAP enhancement technology. OSS notes Check the OSS note 1117696 and make sure it is applied.OSS note 822380 SAP 6. patch level 63. 10 Installation Guide RMSAP090701-IGD-EN . or in other words.OSS note 1040369 SAPCAR tool .70 The minimum requirement for software components SAP_BASIS and SAP_ABA is release 620.Scenario Guide (ER-CCS).00 . This patch level is required for enhanced functionality (e.Chapter 2 Checking prerequisites Transport system The SAP application transport system is installed. the jobs RDDPUTPP and RDDIMPDP are set up in the correct clients (scheduled to run periodically or event-triggered).4 Enterprise Library Services prerequisites Check the following prerequisites for Enterprise Library Services prior to installation: Installation of Enterprise Library Services and Archive and Storage Services Both services must be installed. Check the OSS note 1255948 and make sure it is applied. Check the following OSS notes to avoid known problems with the SAP Add-On Installation Tool (SAINT): • • • • SAP 7. This note is required for the declare functionality in the attachment list of the generic object service (GOS). Patch level for SAP R/3 Enterprise 4. therefore.0 The minimum requirement for software components SAP_BASIS and SAP_ABA is release 700. check for the latest version in the Open Text Knowledge Center.OSS note 212876 Patch levels • Patch level for SAP ERP 6. • 2. Note: The documentation is updated regularly.

Important The logical archive (OAC0 transaction) must use the Enterprise Library Services host/port and not the Archive and Storage Services host/port.7.5 Installation tool RMLink uses the SAP Add-On Installation Tool (SAINT) for installation.2. Important Prior to installation. this password is requested by SAINT.0.70 Designation Open Text RMLink for SAP Solutions Open Text RMLink for SAP Solutions Password 4DBAF1FEF3 4FBAF1FEF3 RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9. these collections are also called packages.SAR) that can be extracted using the SAPCAR command line tool. For more details. Note: The handling of the installation procedure within SAINT differs depending on the SAP system used. On the product CD. see the respective SAP documentation. 2.5 Installation tool Host/port for logical archive Check that store and retrieval of ArchiveLink documents functions properly with the server.1 11 .1.Installation and Upgrade Guide (EL-IGD) and Open Text Enterprise Library Services . For more details. make sure that you have read the information in Open Text Enterprise Library Services . Restrict access to the Archive and Storage Services host/port exclusively to the Enterprise Library Services via a firewall configuration.PAT) which integrate several transport files.6 Password control The package for RMLink is protected with a specific password. 2. see the following table: Table 2-1: Installation packages and passwords Package OTEXRL OTEXRL Release 0971_700 0971_620 SAP Release SAP ERP 6.Configuration and Scenario Guide (ELGGD) for the version 10.0 SAP R/3 Enterprise 4. During installation. The SAPCAR file is located in a DATA folder below the package folder named as the package and SAP release. the PAT file is archived in a SAPCAR file (extension *. SAINT uses single PAT files (extension *.

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3. Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command: SAPCAR –xvf <name of SAPCAR file> The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file. SAP Release SAP ERP 6.Chapter 3 Installing package This chapter describes the installation of the OTEXRL component of RMLink on an SAP application server. the Business Customizing Set (BC set) must be activated after installation. For every client. Copy the respective SAPCAR file (*.e. Execute the SCPR20 transaction.70 File OTEXRL_INST_0971_70 0. 4. the parent folder of the DIR_EPS_ROOT folder).SAR Source path INST_BAS_700\DATA\ INST_BAS_620\DATA\ Target path /usr/sap/trans /usr/sap/trans 2.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i. To activate BC set: 1.SAR OTEXRL_INST_0971_62 0. RMSAP090701-IGD-EN Installation Guide 13 . Activate the /OTEXRL/RM_LINK_01 BC set. see the SAP documentation. The Business Customizing Set screen appears 2.0 SAP R/3 Enterprise 4. Read also the chapter “Checking prerequisites” on page 9 with general information on installation in an SAP environment. Carry out import of package as described in the respective SAP documentation. After import has been finished. continue with the activation of the BC sets. To install package: 1. Note: For more details.

repeat the respective activation procedure up to 3 times. If you experience errors during BC set activation.Chapter 3 Installing package 3. 14 Installation Guide RMSAP090701-IGD-EN .

1 does not support an upgrade with add-on delta upgrade packages from any of the following previous OTEXRL add-on versions: • • • Livelink ECM .0.6.Records Management for SAP Solutions 9.7.1 Exchange upgrades When you have to upgrade your SAP system where Open Text RMLink for SAP Solutions 9. RMSAP090701-IGD-EN Installation Guide 15 .Chapter 4 Upgrading 4.6.7.0 Open Text Extended ECM for SAP Solutions 9.1 RMLink 9.1 is already installed. This way the standard SAP upgrade procedure also updates the Open Text RMLink for SAP Solutions add-ons to the relevant version. Caution If you import an upgrade into an SAP system with RMLink and the data of the respective upgrade packages is not read (upgrade phase IS_SELECT).1 Open Text . the system automatically recognizes that an SAP add-on is installed and requests the respective upgrade package.0 4.1 Upgrading to Open Text RMLink for SAP Solutions 9. Since the status of the system is then inconsistent. 4.7.2.RMLink for SAP Solutions 9.7. the Open Text RMLink for SAP Solutions add-on (OTEXRL) will no longer work after the upgrade procedure. you must use the specific Open Text RMLink for SAP Solutions exchange upgrade packages during the upgrade of the SAP system.2 Upgrading the SAP system Disclaimer When you upgrade your SAP R/3 Enterprise 4. Note: Contact your Open Text consultant for planning your individual upgrade strategy. Open Text can no longer accept any liability.70 to SAP ERP 6.

Chapter 4 Upgrading The following exchange upgrades are supported: Table 4-1: Exchange upgrades for SAP system Upgrade from RMLink 9. Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command: SAPCAR –xvf <name of SAPCAR file> The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file. During upgrade phase IS_SELECT. File OTEXRL_UPGR_0971_70 0.0 Upgrade package required OTEXRL_UPGR_0971_700.e.1 on SAP R/3 Enterprise 4. 3. Follow the standard SAP system upgrade instructions. Copy the required SAPCAR files (*. After the upgrade. 16 Installation Guide RMSAP090701-IGD-EN . the parent folder of the DIR_EPS_ROOT folder). no activation of BC sets is necessary. 4.SAR To perform an exchange upgrade procedure: 1. Note: No passwords are required for the upgrade packages.7. select the upgrade type for the installed add-ons Upgrade with SAINT Package (applies to OTEXRL package).SAR Source path UPGR_BAS_700\DATA\ Target path /usr/sap/trans 2.70 Upgrade to SAP ERP 6.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.

Chapter 5 Performing post-installation tasks in Enterprise Library Services After the actual installation of the package. you have to perform the following postinstallation tasks in Enterprise Library Services: • • • • • • • Configuring storage provider Installing SAP SSO libraries Creating Livelink users for SAP users Creating Enterprise Library Services application Creating RM classification (optional) Importing folder and item types Setting up authorization for records in Livelink 5. Create a storage provider configuration for each logical archive you plan to use in RMLink. To configure the storage provider: 1. RMSAP090701-IGD-EN Installation Guide 17 .1 Configuring storage provider The storage provider configuration connects the logical archives of the Archive and Storage Services with the Enterprise Library Services. 2. In the Actions pane. Invoke the Open Text Administration client and navigate within your Enterprise Library Services to the Storage Providers entry. select the New Provider entry.

3. Enter a name in the Name field and select the Enterprise Archive entry as type. 18 Installation Guide RMSAP090701-IGD-EN .Chapter 5 Performing post-installation tasks in Enterprise Library Services The New Provider wizard displays. Click the Next button.

Click the Next button and then the Finish button.sap.5.2 Installing SAP SSO libraries RMLink requires the following SAP products for its Single Sign On functionality: • • SAP Security Library for Digital Signatures (SAPSECULIB) SAP SSO EXT lib for SAP logon ticket verification (SAPSSOEXT) These products must be downloaded from SAP Software Distribution Center (https://service.2 Installing SAP SSO libraries Select an entry from the Logical Archive drop-down and select the default value none from the Storage Tier drop-down. 4. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.1 19 . 5.com/swdc) and installed for your operating system.7. Select the Delete Documents from Archive option.

The SAP LDAP Connector exports users to a user directory (LDAP or Active Directory). this can be done manually. The following scheme shows the different software components involved in exporting SAP users to Livelink. The user directory has a user-defined schema specially customized for SAP users. you must create a Livelink user with the same user name as in SAP.so to the $LD_LIBRARY_PATH directory. 3.Chapter 5 Performing post-installation tasks in Enterprise Library Services To install libraries: 1.dll and sapssoext.3 Creating Livelink users for SAP users For each SAP user working with RMLink. 20 Installation Guide RMSAP090701-IGD-EN . For Unix-like operating system: Copy the extracted files libsapsecu. The Livelink Directory Services Module imports users from a user directory into Livelink.so and libsapssoext. 2. Download the SAPSECULIB and SAPSSOEXT SAR files for the operating system that your Enterprise Library Services installation is using. Tip: Use the Search for all Categories option with SAPSECULIB or SAPSSOEXT to find the download area for these products. For a large number of SAP users this can achieved using a LDAP or Active Directory server which synchronizes users between SAP and Livelink. • The environment variable %PATH% or $LD_LIBRARY_PATH must be the one of the user under which Tomcat or SAP NetWeaver runs. 5. For test purposes or a small number of users. Extract the SAPCAR files with the following command: SAPCAR –xvf <name of SAPCAR file> Copy the extracted files to the appropriate location: • For Windows: Copy the extracted files sapsecu.dll to the %PATH% folder.

htm . Use the Livelink ECM – Directory Services module to synchronize Livelink users with an LDAP/AD system. Note: For more details see the respective SAP and Livelink documentation.com/saphelp_nw04/helpdata/en/e6/0bfa3823e5d841e10000000a1 1402f/content. Tip: The “Example for user synchronization” on page 64 shows how to set up a scenario with a Sun ONE Directory Server. for details see http://help.3 Creating Livelink users for SAP users Figure 5-1: Directory synchronization architecture Use the SAP Directory Services (BC-SEC-DIR) to synchronize SAP user with an LDAP/AD system.sap. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.1 21 .5.7.

Invoke the Open Text Administration client and navigate within your Enterprise Library Services to the Applications entry. you must set additional permissions on the application level.4 Creating Enterprise Library Services application RMLink connects from the SAP system to the Enterprise Library Services using an Enterprise Library Services application. In the Actions pane. 22 Installation Guide RMSAP090701-IGD-EN .Chapter 5 Performing post-installation tasks in Enterprise Library Services 5. select the New Application entry. To restrict access to these documents. 2. The New Application wizard displays. To create an application: 1. ArchiveLink documents and print lists declared as records by the SAP system can either be stored in the Enterprise Workspace or in this application area.

5.4

Creating Enterprise Library Services application

3.

Enter the required parameters. Note: The value in the ID field must be the respective SAP system ID; otherwise no connection between the SAP system and the Enterprise Library Services will be established. Click the Next button.

4.

Select the required audit interests and click the Finish button to complete the wizard. The new application is now displayed in the list of applications.

To set permissions for application: 1. 2. Go to the Livelink Administration page and select the Enterprise Library Administration | Open the Enterprise Library Volumes entry. button of the application folder with the application ID you just Click the created and select the Permissions entry from the context menu.

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Chapter 5 Performing post-installation tasks in Enterprise Library Services

The Permissions page displays.

The following permissions are set as a default:

Full access rights to the volume for the user who created the application (in our case the user is Admin) Only See and See Contents access rights for the group DefaultGroup and Public Access

3. 4.

Add users and groups that must have access to this volume. Grant full access to those users and groups that have to declare records within SAP. Note: If you choose to store records in Enterprise Workspace folders, set the permissions accordingly. Users and groups that have to declare records within SAP require full access to these folders.

5.5 Creating RM classification (optional)
If you do not have set up a classification tree in Livelink, you must create at least one RM classification that can be used in RMLink. For more details see the Livelink ECM - Classifications Resource Guide in the Open Text Knowledge Center (https://knowledge.opentext.com/knowledge/llisapi.dll/properties/13587516).

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5.6

Importing folder and item type

5.6 Importing folder and item type
RMLink stores metadata for the declared ArchiveLink documents in the Enterprise Library Services volume. On the installation CD in the folder ELS_TYPES you find the following items:
• • • •

Folder type otx.sap.rm.Folder.xml Item type otx.sap.rm.Document.xml Item type otx.sap.rm.SystemArchiveLink.xml Item type otx.sap.rm.SystemPrintlist.xml

These files must be imported with the Administration client. To import the folder type: 1. Invoke the Open Text Administration client and navigate within your Enterprise Library Services to the Document Model entry and click the Folder Types tab.

2.

In the Actions pane, select the Import Types entry and navigate to the otx.sap.rm.Folder.xml file provided in the folder ELS_TYPES on your installation CD. Click the Open button to import the file. The list of folder types displays the new folder type.

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xml otx. 26 Installation Guide RMSAP090701-IGD-EN . click the Item Types tab. To import the item type: • In the Document Model entry.Chapter 5 Performing post-installation tasks in Enterprise Library Services 3.rm.sap.Document.SystemArchiveLink.rm.sap. invoke the Properties dialog and click the Classification tab. Click the Set default classification option and click the Browse button to select a classification. Repeat the above procedure for the following files: • • • otx. Select the new folder type.xml Note: A default classification must not be set.SystemPrintlist.sap.rm.xml otx. 4.

users must have at least See Contents permission. In order to restrict the access in accordance with your company policy.7 Setting up authorization for records in Livelink The access rights to the records created by RMLink correspond to the access rights used by the Enterprise Library Services application (see “Creating Enterprise Library Services application” on page 21). • To declare records. via a group.7 Setting up authorization for records in Livelink 5. you have to create Livelink groups and set the respective access rights on the classification level. or via public access) are required: • To see records. users must have at least Add Items permission.1 27 .5. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.7. The following access rights (either directly.

Assign the Finance group access rights to the Finance classification and the HR group to the HR classification. 5. To create system categories: 1.SystemArchiveLink and open it.8 Creating system categories in Livelink This RMLink version now stores all metadata in Livelink categories instead of using Enterprise Library item types.rm.sap. One can also create system categories manually. you could now separate the records either by storing them in different locations or by classifying them differently. create a Finance Livelink group and add all the users that should have access to the Finance records.Chapter 5 Performing post-installation tasks in Enterprise Library Services Example 5-1: Authorization for records in Livelink Records should be created for HR and Finance department. Go to the Livelink Administration page and select the Enterprise Library Administration | Open the Enterprise Library Types Volumes entry. To use the classification approach. Browse to the folder named otx.rm.rm. but copying the imported item types ensures that no mandatory category attributes is missing.SystemPrintList can be copied to categories described below.sap. then create a similar HR group. The imported item types otx. 2. 28 Installation Guide RMSAP090701-IGD-EN .SystemArchiveLink and otx.sap.

The RMLink RFC Service has to be installed on the Enterprise Library Services installation.1 Installing SAP Java Connector module Prior to installing the RMLink RFC Service. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.sap. 5. then you have to download (from the Knowledge Center) and install the Open Text Advanced Item Management component.v to a different location within the Enterprise Workspace.rm. you must be an SAP customer or partner (with a valid SAPnet (OSS) user ID).rm. Note: Note the location of the copied system category files otx.5. and if disposition export to the format specified by the US DoD.sap.sap. you can change the category name. JCo is a toolkit that allows the RMLink RFC Service to communicate with any SAP system.com/connectors and follow the download instructions.9 Installing Open Text Advanced Item Management (optional) If you require MIME-type-specific metadata during creation. Note: To download JCo. go to http://service.10 Installing RMLink RFC Service on RCS Server (SAP R/3 Enterprise 4.v and otx.70 to communicate with the Enterprise Library Services via RFC.1. Repeat the above procedure with the category file otx.SystemPrintList.sap.rm. 5.70 only) SAP R/3 Enterprise 4.SystemArchiveLink. Copy the category file otx. Therefore. the RMLink RFC Service enables RMLink on SAP R/3 Enterprise 4.v. 4.SystemPrintList folder.SystemPrintList. If required.rm.sap. Caution Do not delete the original category file under Open the Enterprise Library Types Volumes.7.10. you must install the SAP Java Connector (JCo) version 2.v in the otx.8 on the RCS server.sap. 5.SystemArchiveLink.1 29 .70 does not support web services.rm.9 Installing Open Text Advanced Item Management (optional) 3. You will need this information to configure new declarations with the SPRO transaction in SAP.

restart the RCS server server. Restart the application server.Chapter 5 Performing post-installation tasks in Enterprise Library Services To install the Java Connector module on Windows: 1. Therefore. 4.7.so can be found by the operating system. including the RCS server. 3. Copy the sapjco. navigate toRuntime and Core Service | Configuration | RMLink RFC Service and check the state of the services. execute the setup file (RMLink RFC Service-9. the application server loads all libraries in this path and makes them available to its applications.so and libsapjcorfc. During startup. Copy the sapjco. Make sure that the library files librfccm.dll and sapjcorfc.dll can be found by Windows (for example by copying them into the <Windows installation>\System32 folder). 30 Installation Guide RMSAP090701-IGD-EN . After the installation. To install the Java Connector Module on UNIX: 1. In the Open Text Administration. verify the RMLink RFC Service is installed. Make sure that the DLL files librfc32. The RCS server must to be running during the installation.2 Installing RMLink RFC Service To install the RMLink RFC Service.so and libsapjcorfc. once the installation is finished. Make sure that the library files librfccm. 3.sh for UNIX ) provided on your installation CD on the RCS server. Restart the application server.1.so can be found by the application server (for example by copying them to the $LD_LIBRARY_PATH path for the Tomcat application server). 5.jar file to the <Tomcat installation>/common/lib directory (or a similar path for NetWeaver).10. the RMLink RFC Service.msi for Windows. running under the RCS Server. setup. 2.jar file to the <Tomcat installation>\common\lib folder (or a similar path for NetWeaver). 2. will be able to access JCo and use it to establish a communication with SAP servers.

1 31 .Installation Guide (ELCS-IGD) for memory pool size recommendations (available in the Knowledge Center under: https://knowledge. You see a list of all possible configuration parameters.1.70 only) Note: Make sure that your RCS server has a sufficient initial memory pool.opentext.3 Configuring RMLink RFC Service The RMLink RFC Service is configured in the Open Text Administration. Set the required parameters.server2…. Note: The initial configuration supports a single SAP server (parameter rmlink. Some parameters already have a default value.3 "Configuring Tomcat pool size" in Open Text Runtime and Core Services .server3…. 5.com/knowledge/llisapi. etc.server1.7. To configure the RMLink RFC Service 1.10 Installing RMLink RFC Service on RCS Server (SAP R/3 Enterprise 4. navigate toRuntime and Core Service | Configuration | RMLink RFC Service.5.). If you plan to use the RMLink RFC Service with multiple SAP servers. In the Open Text Administration.10.1. rmlink.<xxx>) so that each additional SAP server gets its own set of parameters (rmlink.maxservers = 1). you must set the value of rmlink.dll/open/13609768). RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.maxservers to the number of SAP servers and copy the complete server-specific set of parameters (rmlink. Refer to the Section 3. 2.

applic ationname rmlink. Name rmlink.progr amid String String String Numeric String rmlink.server1.server1.hostn ame rmlink.sapgw host rmlink. convert2lowercase Type Numeric Enumeration Description Number of SAP servers that communicate with the RFC Service Upon function calls.trc files log the entire RFC data communication) SAP gateway host name for this server SAP gateway service for this server (example: sapgw01) SAP user name to register the RFC Service in the gateway.sncsec uritylevel Password String Range 32 Installation Guide RMSAP090701-IGD-EN .rfctrac e rmlink. The value (true or false) depends on whether the Livelink users are defined in lower or upper cases.sncna me rmlink.server1.Chapter 5 Performing post-installation tasks in Enterprise Library Services The following table explains each configuration parameter. SAP user password to register the RFC Service in the gateway SNC name for secure connections (same as defined in SAP registered program) SNC security level (value range 1 to 9) 1 5 RMLinkR FCService false 800 Default Value 1 false rmlink.server1.sapgw service rmlink.poolsi ze rmlink.sapusername.sapus ername Boolean String String String rmlink.server1.server1.server1. the RFC Service will either lowercase or uppercase the user in the SAP token for subsequent authentication of this user with the CAP service.maxservers rmlink. SAP server system ID (example: DP1) SAP server client number SAP server host name Thread pool size for this SAP server Name of the registered RFC Server Program ID within SAP RFC Destination configuration (SM59 transaction) Enable or disable the RFC trace (*. the user must have the SAP role /OTX/RM_RFCSERVICE assigned.server1.server1.server1.client rmlink.server1.server1.sapus erpassword rmlink.

set the rmlink.4 Troubleshooting RMLink RFC Service The RMLink RFC Service features three log levels: ERROR. As a result. To change the default log level: 1.server1. Double-click the logger.server1. The RMLink RFC Service writes its logs in the rcs.RMLinkRFCService. navigate toRuntime and Core Service | Configuration | Logging. and TRACE with ERROR being the default. Select the required log level.7. To enable the RFC trace. With a Tomcat server. An additional source of troubleshooting information is the RFC trace.10 Installing RMLink RFC Service on RCS Server (SAP R/3 Enterprise 4.loglevel entry or select it and click Properties in the right Actions pane.server1.snclib rary rmlink. DEBUG. these *. In the Open Text Administration.g. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.server1.unico de Type String String Boolean Description Path to the SNC library SAP server system number (example: 00) SAP server Unicode support Default Value true 5.rfctrace configuration parameter to true and restart the RFC Service.70 only) Name rmlink.5. SAP JCo will begin to log the complete RFC data communication in *.log file located in the logging directory of your application server (e.trc files.1 33 .syste mnumber rmlink.trc files are located directly in the <Tomcat installation> directory. <Tomcat installation>\logs).10. 2.

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Chapter 6 Performing post-installation tasks in SAP Before using the RMLink functions. the following post-installation and customizing tasks in SAP are required: • • • • • • • • • Defining SAP roles Using the IMG function Setting up SAP authentication Creating HTTP connection and logical port for Enterprise Library Services Creating HTTP connection and logical port for CAP services Creating logical port for Web service proxy class Maintaining Enterprise Library server settings Scheduling job removing deleted records Activating GOS enhancements The following additional post-installation and customizing tasks in SAP are optional: • Maintaining receiver module /OTX/RM_UPD_RECORD_VIA_EVENT for changed events and receiver module /OTX/RM_CRT_RECORD_PRINTLIST for created events Creating additional Livelink categories Implementing business property provider • • 6. FI clerk). this role allows for the post-installation and customizing steps. this role allows an SAP user to declare ArchiveLink documents as records. Role for SAP administrator. Installation Guide 35 /OTX/RM_ADMIN RMSAP090701-IGD-EN .1 Defining SAP roles In order to use the RMLink functions in SAP. The following roles are required: /OTX/RM_USER Role for RMLink application users (e. search Livelink and show record details. you must add and assign specific roles in SAP.g.

Chapter 6 Performing post-installation tasks in SAP /OTX/RM_RMCSERVICE Role for the technical user of the RMLink RFC Service. Execute the SPRO transaction.2 Using the IMG function You start all following post-installation tasks from a central menu in SAP's IMG function. Click the SAP Reference IMG button. To invoke the IMG: 1. Navigate to the Open Text RMLink for SAP Solutions section and open it. 6. 36 Installation Guide RMSAP090701-IGD-EN . 2.

Open the System PSE section and check whether there is a certificate in this folder.1 37 .6.com/saphelp_nw70/helpdata/de/0e/fb993af7700577e1000000 0a11402f/frameset. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9. The Trust Manager dialog opens.7.0 only) The SAP authentication comprises the following steps: • • Exporting the System PSE (Personal Security Environment) in SAP.0 only) 3.sap.htm) for details). If this is not the case. create a new one (see SAP Help Portal (http://help. If this is not the case. Creating an SAP driver in the Open Text Administration client. Select the required procedure.3 Setting up SAP authentication (SAP ERP 6. 2. the value is DP1). 6.3 Setting up SAP authentication (SAP ERP 6. Tip: The column Additional information indicates whether the procedure is mandatory or optional. Click the Export System PSE Certificate to File System entry in the IMG. Make sure the certificate's CN value in the Owner field equals to the system ID (in this case. 3. delete the current one and create a new one. To export a certificate: 1.

2. the following popup is displayed: 5. 38 Installation Guide RMSAP090701-IGD-EN . Click the Veri. Click the Yes button and copy the PSE file to an appropriate location on the Enterprise Library Services server.Chapter 6 Performing post-installation tasks in SAP 4. If there are more certificates available. In the Actions pane. Invoke the Open Text Administration client and open your target library. 3. select the New Driver entry. To create an SAP driver in the Open Text Administration client: 1. Select Runtime and Core Services | Authentication | Drivers. PSE button.

a description and select the SAP entry from the Type drop-down.7.0 only) The New Driver wizard displays.1 39 . RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.6. Click the Next button. 4. Enter a name.3 Setting up SAP authentication (SAP ERP 6.

After creation of the HTTP connection. Click the Advanced tab and enter in the ssfLirary field the value libsapsecu. You must create an HTTP connection to your Enterprise Library Services installation.0 only) RMLink connects to Open Text Runtime and Core Services using HTTP connections and logical ports.so.Chapter 6 Performing post-installation tasks in SAP 5. 6. 40 Installation Guide RMSAP090701-IGD-EN .4 Creating HTTP connection and logical port for Enterprise Library Services (SAP ERP 6. you must create a corresponding logical port. Click the Next button and then the Finish button. you have to specify the newly created driver in the Properties dialog. Enter the path of the exported system PSE file on the Enterprise Library Services server in the pabFile1 field. Note: If Runtime and Core Services run on a Unix-like operating system. 6.

The Configuration of RFC Connections dialog opens. Enter a name in the RFC Destination field and select value G in the Connection Type field. Enter a description and click the RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.7. Click the Create Connection for Enterprise Library Services entry in the IMG.0 only) To create an HTTP connection: 1.6. button to save your entries. 2. 3. Click the button.4 Creating HTTP connection and logical port for Enterprise Library Services (SAP ERP 6.1 41 .

7. select the No Logon option button and select the Send SAP Logon Ticket check box. Select the Logon & Security tab.Chapter 6 Performing post-installation tasks in SAP 4. Click the Connection Test button. fields. 5. 42 Installation Guide RMSAP090701-IGD-EN . In the Technical Settings tab. 6. 8. Enter the value /ot-elib/services/EnterpriseLibrary in the Path Prefix field. Click the button. enter the host and port name of your Enterprise Library Services installation in the fields Target Host and Service No. In the Logon Procedure group.

To create a logical port: 1. Click the Create Logical Port for WS Proxy Class entry in the IMG. The Display/Create Logical Port dialog opens.7. button in the Proxy Class field and select the Enter a new value in the Logical Port field and select the Default Port check box. Click the /OTX/CO_RMELENTERPRISE_LIBRARY element from the list. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.1 43 .6.4 Creating HTTP connection and logical port for Enterprise Library Services (SAP ERP 6. 3. Check that the value in the Status HTTP Response field is 200. 2.0 only) 9.

70 only) This step is required if you use the RMLink RFC Service to communicate between Enterprise Library Services and SAP R/3 Enterprise 4. Click the Create Connection for Enterprise Library Services entry in the IMG. Check that the message in the status bar reads No errors found in configuration. 5. Click the button to check the new logical port. Click the button and click the button to activate the logical port.70. Click the button. Click the Call Parameters tab and enter your new HTTP destination created for the Enterprise Library Services in the HTTP Destination field. Enter a description for the logical port in the Description field. 7. To create a TCP/IP connection: 1.Chapter 6 Performing post-installation tasks in SAP 4. You must first create a TCP/IP connection to your RMLink RFC Service.5 Creating TCP/IP connection for RMLink RFC Service (SAP R/3 Enterprise 4. which does not support web services. 6. 44 Installation Guide RMSAP090701-IGD-EN . 6.

Enter a description and click the RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9. type field. 2. 3.7.70 only) The Display and maintain RFC destinations dialog opens.5 Creating TCP/IP connection for RMLink RFC Service (SAP R/3 Enterprise 4.6.1 45 . Enter a name in the RFC destination field and select value T in the Connection button to save your entries. Click the Create button.

Select the Special Options tab. 5. In the Technical settings tab. select the Registered Server Program option and enter the program ID of your RMLink RFC Service installation (see “rmlink.server1.programid” on page 32) in the Program ID field.Chapter 6 Performing post-installation tasks in SAP 4. 46 Installation Guide RMSAP090701-IGD-EN .

7. To create an Enterprise Library ID: 1. select the Unicode option if your system is set to Unicode.6 Maintaining Enterprise Library server settings 6. In the Character Width in Target System group. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9. You have to create a new Enterprise Library ID. Click the Maintain Enterprise Library Servers Settings entry in the IMG. 9. 7. 2. Click the button.1 47 .6 Maintaining Enterprise Library server settings All parameters for a connection to an Enterprise Library Services server are collected with an Enterprise Library ID.6. Click the Unicode Test button and check the result of the test. Click the New Entries button. Click the Test Connection button and check the result of the connection test. 6. 8.

Chapter 6 Performing post-installation tasks in SAP For SAP ERP 6. (SAP R/3 Enterprise 4.0: For SAP R/3 Enterprise 4. 4.70 only) RFC destination for alternative communication implementation. RFC alt.0 only) Enter the name of the ELS logical port you created before. enter the name of the RFC TCP/IP connection to the RMLink RFC Service you created before (see page 45).70: 3. Comm. 48 Installation Guide RMSAP090701-IGD-EN . Enter a new Enterprise Library ID. Enter a description and specify the following parameters: WS: ELS logical port (SAP ERP 6.

7 Activating the RMLink SSO HTTP service To activate RMLink SSO HTTP service: 1. Open the sap namespace. Click the Activate HTTP Service entry in the IMG.1 49 .6. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.7 Activating the RMLink SSO HTTP service Livelink Protocol. select the checkbox so that RMLink avoids SSO and proposes log-on dialogs instead. whenever a Livelink dialog is required. 3. Livelink Hostname. Click the (Save) button. SSO is not supported The cookie IP comparison setting (see “Single sign-on process for using Livelink” on page 61) might be insufficient for RMLink's SSO connection to Livelink dialogs. Note: Make sure you enter the full Livelink path including the domain name. 5. The new entry is displayed in the list of server settings. 2. Open the public group.7. Livelink Port and Livelink Path These URL parameters define how to display the Enterprise Server Web UI. 4. In this case. 6. Open the default_host host.

2. Click the Activate Business Functions entry in the IMG. To activate business functions: 1.8 Activating business functions (SAP ERP 6. 6.Chapter 6 Performing post-installation tasks in SAP 5. Select the otx_rmuic_sso item. 3.0 only) You must activate the business functions to enhance the following functions: • • the GOS attachment list the OADR print list transaction The business functions activate two additional menu buttons (Declare as Record and Display Record Details) as well as some additional columns like the one with the status icons. 50 Installation Guide RMSAP090701-IGD-EN . and select Activate Service command from the context menu. Activate both the /OTX/RM_BF_DISP_PRINTLIST and the /OTX/RM_BF_GOS_ATTACHMENT option by clicking the On checkbox in the Planned Status column. Click the Activate Changes button.

7. To schedule job: 1.6.9 Scheduling job for removing deleted records 6. The Define Background Job dialog opens.9 Scheduling job for removing deleted records The report /OTX/RM_REMOVE_LINKS deletes the ArchiveLink entries for documents that no longer exist in the Enterprise Library Services. Click the Schedule Job Removing Deleted Records entry in the IMG. Depending on the dispositions on your system. Click the Step button. You can schedule the execution of the /OTX/RM_REMOVE_LINKS report according to your needs. 2.1 51 . RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9. a periodical or only manual execution can be necessary. This occurs due to the disposition policy set up in your Enterprise Library Services.

SAP R/3 Enterprise 4.70.70 only) This step is required if you want to declare any new ArchiveLink entry automatically as record.Chapter 6 Performing post-installation tasks in SAP 3. After activation. a receiver module must be linked to the ASSIGNED event for every BOR Object Type were ArchiveLink entries should be declared automatically. Click the (Save) button.10 Maintaining receiver modules for automatic declaration (optional. this step is only required for SAP R/3 Enterprise 4. Enter the value /OTX/RM_REMOVE_LINKS in the Name field of the ABAP program group. Caution Do not perform this step in SAP ERP 6. 4.0. 52 Installation Guide RMSAP090701-IGD-EN . 6. You must activate the creation of the ASSIGNED event.

Click the Activate Receiver Module Events entry in the IMG. 3.70 only) To activate the creation of the ASSIGNED event: 1. Click the Generate Event <Object Type>.6.1 53 .ASSIGNED option.7. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9. The ArchiveLink: Basic Settings dialog opens. SAP R/3 Enterprise 4. Click the (Save) button.10 Maintaining receiver modules for automatic declaration (optional. 2.

Chapter 6 Performing post-installation tasks in SAP To link the receiver module to the ASSIGNED event of the Object Type: Note: The following procedure must be repeated for every BOR Object Type were ArchiveLink entries should be declared automatically. Click the Maintain Receiver Module Events entry in the IMG. Specify the following parameters: Object Category BOR Object Type Object Type Select the object type were ArchiveLink entries should be declared automatically Event ASSIGNED Receiver Type Arbitrary Receiver Call Function module Receiver Function Module Destination of Receiver NONE /OTX/RM_CRT_RECORD_VIA_EVENT 54 Installation Guide RMSAP090701-IGD-EN . 1. 2.

Depending on the SAP version used. 6. the reference number changes. At a later stage.11 Maintaining receiver modules for changed/created events (optional) This step is required if you want to set up a scenario where a change of the metadata in a business transaction should automatically update the metadata of the records linked to this business object.7. this should automatically update the reference number in the item type. ArchiveLink documents linked to the finance business object BKPF are declared as records.Administration Guide (RMSAP-AGD). Click the (Save) button. Figure 6-1: Example entry Event Type Linkages RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9. For details. Note: For automatic declaration. the following screens might look different on your system. the check box Automatic in the assignment of declaration ID to object and document type must also be selected. Some metadata like the reference number are stored at the record item type during declaration.6. 3.7.1 55 .11 Maintaining receiver modules for changed/created events (optional) Leave all other settings as in the example above.1 . see Section 3 "Assigning a declaration ID to object and document type" in Open Text RMLink for SAP Solutions 9.

e.0 only) This step is required if you want to set up a scenario where print lists that are archived should be declared automatically as records documents. metadata. 6. classification. location. title.Chapter 6 Performing post-installation tasks in SAP Object Category BOR Object Type Object Type Select the type that you want to update. Event Changed Receiver Type Arbitrary Receiver Call Function module Receiver Function Module Value may be either /OTX/RM_UPD_RECORD_VIA_EVENT for a complete update (i.12 Maintaining receiver modules for automatic declaration of print lists (optional.0. and security clearance) or /OTX/RM_UPDMD_RECORD_VIA_EVENT for an update of the metadata only Destination of Receiver Set this field to NONE for SAP R/3 Enterprise 4.0. Caution RMLink supports print lists only in SAP ERP 6. a receiver module must be linked to the CREATED event of the PRINTLIST Object Type. You must activate the creation of the PRINTLIST. SAP ERP 6.70.CREATED event. Leave all other settings as in the example above. business events can be activated using SAP Change Documents. leave this field empty for SAP ERP 6. 56 Installation Guide RMSAP090701-IGD-EN . Note: In some application areas. After activation.

7. 3.CREATED option.0 only) To activate the creation of the CREATED event: 1. SAP ERP 6. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.1 57 .12 Maintaining receiver modules for automatic declaration of print lists (optional. 2. Click the Trigger Event PRINTLIST. Click the Activate Events for RMLink Receiver Function Modules entry in the IMG.6. The ArchiveLink: Basic Settings dialog opens. Click the (Save) button.

3. Click the (Save) button. 2. Specify the following parameters: Object Category BOR Object Type Object Type PRINTLIST Event CHANGED Receiver Type Arbitrary Receiver Call Function module Receiver Function Module /OTX/RM_CRT_RECORD_PRINTLIST Leave all other settings as in the example above.Chapter 6 Performing post-installation tasks in SAP To link the receiver module to the CREATED event: 1. 58 Installation Guide RMSAP090701-IGD-EN . Click the Maintain Receiver Module Events entry in the IMG.

13 Creating additional Livelink categories (optional) This step is required if you want to declare records using your own property provider (see “Implementing business property provider (optional)” on page 60).7. The Create a new Enterprise Library Services item type dialog opens. To create a Livelink category: 1. For details.Administration Guide (RMSAP-AGD). Click the Create Enterprise Library Item Type entry in the IMG. the check box Automatic in the assignment of declaration ID to object and document type must also be selected. Specify the following parameters: Property Provider Choose one of the business property providers available in the value list. New Enterprise Lib. see Section 3 "Assigning a declaration ID to object and document type" in Open Text RMLink for SAP Solutions 9.13 Creating additional Livelink categories (optional) Note: For automatic declaration of printlists.7. Item Type Enter a name that features at least one dot to define a namespace. Click the button A success message is displayed. Enterprise Library ID Choose one of the configured IDs. 2.6.1 59 . 3. Note: If an error message “Cannot form valid challenge” is displayed. 6. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9. Create a new Enterprise Library Services item type for each property provider that should be used. New Item Type Description Enter a description that states the purpose of the type. check the existence of an authentication driver (PSE file) using the Open Text Administration client.1 .

Business Object Type. you can change the category name. Be aware that possible upgrade tasks will not be covered by RMLink. etc. Note: Note the location of the copied category file. All the elements needed for this implementation are collected in the package interface of the package /OTX/RM. Go to the Livelink Administration page and select the Enterprise Library Administration | Open the Enterprise Library Types Volumes entry. You will need this information to configure new declarations with the SPRO transaction in SAP. RMLink ships with the following default business property provider classes: • /OTX/RM_CL_PP_ALINK This provider class allows to store records with all the ArchiveLink properties like Document ID. 3.Chapter 6 Performing post-installation tasks in SAP To create additional categories from the newly created item type: 1. 60 Installation Guide RMSAP090701-IGD-EN . If required. Copy the contained category file to a different location within the Enterprise Workspace. 6. • /OTX/RM_CL_PP_PRINTLIST This provider class allows to store print lists.14 Implementing business property provider (optional) This step is required if you want to enhance the basic metadata with more business properties. Caution Do not delete the original category file under Open the Enterprise Library Types Volumes. Browse to the folder named like the item type you just created and open it. To enhance the basic metadata you have to derive a new class from the default business property provider classes. Note: This interface may change with the next version of RMLink. 2.

g.sample.7. The declaration customizing will not support value help for selecting categories and root folder. an intermediate popup caller dialog appears. Both the popup caller dialog and the target Livelink dialog may show a log-on screen. Make sure that your Web browser settings allow cookies.1 .com). • The option Never expire must be set for the Livelink security parameter in the section Cookie Authentication Information. Note: RMLink generates in the SSO mode a 2-hour persistent CAP cookie. Tip: In order to avoid logging in every time a Livelink dialog pops up under Windows. For the caller dialog. • However.Administration Guide (RMSAP-AGD)) will not allow to select RSI. For the Livelink popup dialog. as long as a SAPGUI session or the SAP Logon application is open.sample. Instead.com and the Livelink server may be toronto. these restrictions do not apply. if the LES configuration does turn off SSO. keep an instance of Microsoft Internet Explorer open. each time RMLink requests a Livelink popup dialog.Chapter 7 Appendix 7. the RMLink functionality is restricted as follows: • The interactive declare dialog (see Section 3 "Assigning a declaration ID to object and document type" in Open Text RMLink for SAP Solutions 9. the logon screen appears only once. a logon is always necessary unless an instance of the Web browser has been open since the latest logon. If either SSO cannot be achieved in your server and desktop environment or SSO is turned off in the LES configuration (see “Maintaining Enterprise Library server settings” on page 47). categories and cross references.1 Single sign-on process for using Livelink When invoking the Livelink HTML dialogs and the Livelink HTML search page within the SAP GUI. The user will have to enter these values manually. This SSO process has the following restrictions: • The SAP HTTP server and the Livelink server must share both the second-level and the top-level domain name (e. the SAP HTTP server may be ottawa. RMSAP090701-IGD-EN Installation Guide 61 . RMLink uses a single sign-on (SSO) process to avoid manual authentication.

2. 3. For details see Application Note .What is the LES 9.1. 2. Check that the CAP Web Service URL and CAP Web Service Name parameters are set to the default as seen below. In the Cookie Authentication Information group. Select the Configure CAP Web Service parameters entry in the CAP Connector Administration section.dll?func=ll&objId=13585347 &objAction=properties). 3.com/knowledge/llisapi.1.1 Configuring CAP Connector module The single sign-on (SSO) process requires the Livelink CAP Connector module 9. select the Never Expire option. Select the Configure Security Parameters entry in the Server Configuration section. 62 Installation Guide RMSAP090701-IGD-EN . 7. Go to the Livelink Administration page.opentext.7. To configure the Livelink CAP Connector: 1.Chapter 7 Appendix To configure security parameters: 1.7.1 CAP Connector in the Open Text Knowledge Center (https://knowledge. Go to the Livelink Administration page.

1 Single sign-on process for using Livelink 4.7. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9. Select the Set CAP ID to Livelink user mapping entry in the CAP Connector Administration section.1 63 . 5.7. Check that the CAP ID to Livelink user mapping is set to the default option Livelink user name as seen below.

Figure 7-2 and Figure 7-3 show an example of how to use the LDAP transaction to configure an LDAP server. Figure 7-3 shows the mapping of SAP attributes to LDAP schema attributes.2.1 Exporting SAP users Figure 7-1.2 Example for user synchronization 7.Chapter 7 Appendix 7. Figure 7-1: LDAP server configuration in SAP (1/3) Figure 7-2: LDAP server configuration in SAP (2/3) 64 Installation Guide RMSAP090701-IGD-EN .

2 Example for user synchronization Figure 7-3: LDAP server configuration in SAP (3/3) Figure 7-4 and Figure 7-5 illustrate the use of the RSLDAPSYNC_USER transaction to export users.7. It is important to select the desired action to be taken in case some users exist in both SAP and in the external user directory. or a combination of both. Since this transaction can trigger an export.7. it is also important to properly select the desired actions.1 65 . RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9. an import.

Chapter 7 Appendix Figure 7-4: Export of SAP users (1/2) Figure 7-5: Export of SAP users (2/2) 66 Installation Guide RMSAP090701-IGD-EN .

2. For Sun ONE Directory Server.2 Example for user synchronization 7.2 Using LDAP user management Figure 7-6 shows the Sun ONE Directory Server with a specific user schema for SAP users.7. Figure 7-6: SAP user schema Figure 7-7 shows some SAP users exported in the Sun ONE Directory Server. This schema is provided by SAP and must be imported in the directory server. it is important to make this schema a child of the inetorgperson object class. RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.7.1 67 .

2. 68 Installation Guide RMSAP090701-IGD-EN . Figure 7-8: Importing users in Livelink (1/5) Figure 7-9 shows the configuration of a directory server.3 Importing users in Livelink Figure 7-8 to Figure 7-12 show the import of users from a directory server to Livelink.Chapter 7 Appendix Figure 7-7: SAP user schema 7.

7.1 69 .2 Example for user synchronization Figure 7-9: Importing users in Livelink (2/5) Figure 7-10 to Figure 7-12 show the import process. Figure 7-10: Importing users in Livelink (3/5) RMSAP090701-IGD-EN Open Text RMLink for SAP Solutions 9.7.

Chapter 7 Appendix Figure 7-11: Importing users in Livelink (4/5) Figure 7-12: Importing users in Livelink (5/5) 70 Installation Guide RMSAP090701-IGD-EN .

55 Exchange upgrade 15 F Feedback 7 H HTTP connection 40 RMSAP090701-IGD-EN Installation Guide 71 . 10 Installation packages 11 J JCo Download 29 L LDAP user management 67 Livelink categories 28 Livelink security parameters 61 M MIME-type-specific metadata 29 O Open Text Advanced Item Management 29 Open Text Online 7 Open Text Runtime and Core Services 40 OSS notes 9 otx_rmuic_sso 49 P Package Exchange upgrades 16 Packages 11 Password control 11.Index I Installation 13 packages 11 prerequisites 9. 15 PAT files 11 Patch levels 9 post-installation 17. 35 Prerequisites 9 Print list Automatic declaration 56 A Activating business functions 50 Automatic declaration Print list 56 Record 52 B BC set 13 Business property provider 60 C CAP Web Service 62 Category files 28 Classification tree 24 Cookies 61 D Disposition export 29 DoD format 29 Domain names 61 E Enterprise Library Services post-installation 17 Enterprise Library Services application 21 Event Receiver module 52.

11 SAP authentication 37 SAP Java Connector module See “JCo” SAP R/3 Enterprise 4. 11 files 11 password 11 SAP post-installation 35 SAP Add-On Installation Tool 9. 56 Record Automatic declaration 52 Removing deleted records 51 Report /OTX/RM_BF_DISP_PRINTLIST 50 /OTX/RM_BF_GOS_ATTACHMENT 50 /OTX/RM_REMOVE_LINKS 51 RFC trace 33 RM classification 24 RMLink RFC Service 29 Configuring 31 Installing 30 Log levels 33 TCP/IP connection 44 Troubleshooting 33 RMLink scheme 6 S SAINT 9.Index Receiver module 56 R Receiver modules 52. 15 User management LDAP 67 72 Installation Guide RMSAP090701-IGD-EN .70 RMLink RFC Service 29 SAP roles 35 SAPCAR files 11 Single sign-on See “SSO” SSO CAP Web Service 62 cookies 61 process 61 settings 47 SSO HTTP service 49 Sun ONE Directory Server 67 System categories 28 T Target group 9 Transaction OAC0 11 OADR 50 RSLDAPSYNC_USER 65 SCPR20 13 SPRO 36 Transport system 9 U Upgrade disclaimer 15 SAP system 15 Upgrade packages 16 Upgrade path 6.