Professional Documents
Culture Documents
Preface ........................................................................................................................... 7
List of Figures
List of Tables
Intended audience
In order to address the manuals to the correct audience, the roles of the users of the
manuals have been defined as follows:
• System Administrator - This role covers users who install and configure Content
Services for SAP. The Content Services for SAP application integrates EMC
Documentum and the SAP R/3 system. Therefore, system administrators must have
experience with the software products listed in the “Software requirements” section
of the Content Services for SAP Release Notes.
• 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 written for standard users.
Revision history
This section contains a description of this document’s revision history.
Revision history
Chapter Content
Chapter 1, Introducing Content Services Provides an overview of Content Services.
for SAP
Chapter 2, Working with Archived Provides instructions about viewing
Documents in SAPGUI archived documents using SAPGUI.
Chapter 3, Working with the View Provides instructions about viewing
component archived documents using the View
component.
Typographic conventions
This guide uses the following text conventions:
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 defined term.
Represents code samples, user input, and
Information in this font
computer output.
Convention Description
[] square brackets Used in method command syntax
specifications, square brackets indicate an
optional argument.
{} curly brackets Used in method command syntax
specifications, 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,
configure, and use Content Services for SAP. The product and documentation suite can
be found on Documentum’s 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 first applied for access.
Note: Your login ID, by default, is your email address. If you cannot locate your
password, use the password finder at the bottom of the login page.
If you’re accessing Subscribenet for the first time, you will need to apply for access and
obtain a user name and password. Refer to Applying for access.
Note: Content Services extensively uses SAP’s ArchiveLink component. Please refer to
SAP ArchiveLink’s documentation for information on how you can perform advanced
tasks.
• 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 client computer that needs
to access reports, drawings and other documents stored in a Documentum
repository.
• Rendition Services
Build-in filters that provide the following renditions::
— PDF rendition
— ASCII text rendition
— HTML rendition
When one of these built-in filters are used, the desired document rendition is
generated when the PrintList is archived in the repository.
Note: This component is only relevant when your environment includes parallel
installations of Content Services for SAP and Archive Services for SAP.
• WebAdmin
An administrative console that allows you to:
— Perform archiving services.
Note: Your environment should have coexisting installations of Content Services
for SAP and Archive Services for SAP in order to leverage these services.
Using WebAdmin, you can perform the following archiving services:
— Create, configure, and manage archives
— Manage certificates for the archive
— Create repository connections for Content Services
— Create workflows and associate the same with archived documents
— Configure document archival for Content Services
— Perform Document Management System (DMS)–related services. You can:
This section presents some terms and their definitions, as used in this guide.
Term Definition
Content Services for SAP Product that connects Documentum to
SAP and vice versa.
HTTP 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.
Term Definition
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.
WebAdmin An administrative console that allows you
to:
• Perform archiving services.
Note: Your environment should have
coexisting installations of Content
Services for SAP and Archive Services for
SAP in order to leverage these services.
Using WebAdmin, you can perform the
following archiving services:
— Create, configure, and manage
archives
— Manage certificates for the archive
— Create repository connections for
Content Services
— Create workflows and associate the
same with archived documents
— Configure document archival for
Content Services
• Perform Document Management
System (DMS)–related services. You
can:
— Configure batch jobs for linking and
replication tasks
— Schedule and manage the execution
of linking and replication jobs
Capture Scanning module for Documentum and
SAP that is part of the Content Services
for SAP suite.
Term Definition
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 EMC
Captiva’s InputAccel. 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.
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
Term Definition
stored as electronic documents in EMC
Documentum.
SAP Document An electronic transactional record of
header data and line items in SAP.
Storing documents
To store documents using SAPGUI:
For more information on understanding and using the Document Finder component of
SAP, please refer to the Document Finder and Using the Document Finder sections in the
SAP Help Web site (http://help.sap.com).
Non-SAP users can view SAP documents using the View component. This component also provides
you with the ability to define your preferences for the application to be used to open the different
document formats.
You can perform the following tasks using the View component:
• Viewing documents, page 25
• Setting format preferences, page 27
• Viewing PDF documents with Adobe Acrobat, page 29
• Annotating PDF documents, page 29
Viewing documents
To view documents with the View component:
1. Start the View component. This will usually be found on the Start menu under
Programs > Documentum Content Services for SAP > View unless you have located
it elsewhere.
The application is started and the View window appears.
To retrieve documents, you must open a DRL.
2. Choose Open DRL from the File menu.
Note: The View component remembers the last DRL opened and displays it in the
Open text field.
The Open DRL dialog appears.
3. Enter a valid DRL and check the Debug DRL checkbox if required.
Debug DRL only takes effect when opening a canned query DRL, showing the final
DQL statement. (For more information about DRLs, see Valid DRLs, page 26.)
4. Click Open.
If you are not already connected to a repository, the Connect to Documentum dialog
is displayed.
5. Choose the repository from the drop-down list.
6. Either check the Use Windows Login box or enter your User Name and Password.
7. Enter the Domain, if required.
8. Click Connect.
The View component screen is displayed showing all documents retrieved by the
DRL. If only one document was retrieved, the View component starts the appropriate
application and displays the document.
The view shows the folder structure (including queries and virtual documents) of
the documents in the repository.
9. Navigate to the folder containing the required document.
10. Double click on the document.
The preferred application for the document format is launched and the document
is opened. You can change the preferred application for viewing by changing your
format preferences. See Setting format preferences, page 27.
Instead of double clicking the document you can press the right mouse button to
display the context menu.
You can View or Print the document. In addition you can set the preferred
application for all documents with the format of the currently selected one.
Note: If you made a multiple selection of documents (Ctrl or Shift) the documents
can only be printed.
Valid DRLs
A DRL, very much like a URL, specifies a document that should be retrieved. If the
document is a folder or a cabinet, a virtual document or a query, multiple documents
can be retrieved. The View component then displays an outline view of the retrieved
documents.
Valid DRL can have the following formats:
• <repository name>:rel,<rel id>
• <repository name>:id,<id>[,<format>]
• <repository name>:cid,<chronicle id>,<version label>[,<format>]
• <repository name>:dql,<type> where <DQL qualification>[,<format>]
• <repository>:/<id>
Example DRLs
foo1:rel,37001edc80000ac6
This example references a document in repository ’foo1’ with the relation object ID
’37001edc80000ac6’.
foo1:id,09001edc80000cc3
This example references the current version of a document in repository ’foo1’ with the
chronicle ID ’09001edc80000ab2’. The Acrobat PDF rendition is retrieved.
foo1:dql,sop_document where sop_number='4711'
This example retrieves all cabinets of the repository foo1 and thereby enabling the user
to browse the entire repository.
test3:/DCTM373507BB80000101
This is used by all links created by Content Services for SAP components. The old DRL
schema is still supported.
When the View component was installed, your format preferences may have been set
according to local requirements. If this is the case, you should only change preferences
after consulting your administrator.
1. Start the View component. This will usually be found on the Start menu under
Programs>Documentum Content Services for SAP>View unless you have located
it elsewhere.
The application is started and the View component window appears.
2. Choose Preferences from the Edit menu.
If you are not already connected to a repository, the Connect to Documentum Dialog
appears.
3. Select the repository from the drop-down list.
4. Either check the Use Windows Login box or enter your User Name and Password.
5. If required, enter the Domain.
6. Click Connect.
7. The Documentum Content Services View Format Preferences dialog appears.
8. Choose a format for which you want to set preferences from the Content Format
drop-down list.
The radio buttons available in the View Content With box will depend on the format
chosen.
Note:
• Most file types will launch the associated Windows application; otherwise, you
can choose another application.
• Any file may also be viewed or edited by starting the Webtop application
through Internet Explorer.
• The DmView option is only available for the special formats of Folder and
Cabinets.
9. Click on the radio button that suits your requirements.
If you click on other application:
a. Navigate to the folder where you will find the application program that you
want.
b. Highlight the program and click OK.
10. Click Apply.
11. Configure another content format or Click Close.
The next time the View component opens a document of a configured content format
it will use the appropriate application to display the document’s content.
To annotate a document: