DMS Configuration Manual

Document Management System

(DMS)

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 Document Information
Document Name Configuration Manual.doc
Title Configuration Document for Document Management System
Document Purpose This documents details all the configuration settings carried out in Master
configuration client on Development to meet the business process
requirements detailed in Business Blueprint document.
Key Words
Document Status Version1
Contact for Enquiries Consultant :Prashant Babu
BPO : Nilind Gode / Rajesh Lalge
Core User : Nilind Gode / Rajesh Lalge

Document Change Control :

Release Description Created by Creation Signature
Date
DMS Configuration Prashant M 03.02.2017
Manual

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 Table of Contents
INDEX

PART-1: DOCUMENT MANAGEMENT SYSTEM ............................................................................................................... 4

1.1 Control Data ................................................................................................................................................... 4
1.1.1 Define Document Type ....................................................................................................................................... 4
1.2 General Data ............................................................................................................................................... 13
1.2.1 Maintain Global Settings ............................................................................................................................. 13
1.2.2 Define Data Carrier ..................................................................................................................................... 14
1.2.3 Define Workstation Application .................................................................................................................. 20
PART-2: NUMBER RANGES .....................................................................................................................................................25
2.1 Define Number Ranges for Document Numbers ........................................................................................ 27
2.2 Number Ranges for Vault ............................................................................................................................... 29

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Part-1: Document Management System

1.1 Control Data

1.1.1 Define Document Type

Description: Define Document Type
Transaction Code: SPRO
Menu Path: SAP Customizing Implementation Guide Cross Application
Components  Document Management  Control Data 
Define Document Types
Prerequisite None
Screen Entry Details

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Select document type 101 and click on details buton.

Screen Entry Details

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Double click on Define document status in dialog structure.
Screen Entry Details

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Select all the status and click on details button

Screen Entry Details

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Click on next button to see the details of other status.

Screen Entry Details

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Click on next button to see the details of other status.

Screen Entry Details

Use

New document types have been created.Status for all the documents are same.

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 1.2 General Data

1.2.1Maintain Global Settings

Description: Maintain Global Settings
Transaction Code: SPRO
Menu Path: SAP Customizing Implementation Guide Cross Application
Components  Document Management  General Data 
Maintain Global Settings
Prerequisite None

Screen Entry Details

Use

The user ID and password defined here are used by the system to access the different documents from
multiple locations through FTP.

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 1.2.2Define Data Carrier

Description: Define Data Carrier

Transaction Code: SPRO
Menu Path: SAP Customizing Implementation Guide Cross Application
Components  Document Management  General Data 
Define Data Carrier
Prerequisite None

Screen Entry Details

System gives warning message.Click on enter button.

Screen Entry Details

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Double click on define data carrier type

Screen Entry Details

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Clickon back button to access the screen Change view “Define date carrier type “Vault“: Overview“

Screen Entry Details

Select V1 and click on define Vault

Screen Entry Details

Double click on Define data carrier type server front end

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Screen Entry Details

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Select YP and double click on Define servers and files or folders
Screen Entry Details

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Select YP and double click on Identify frontend computers
Screen Entry Details

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 1.2.3Define Workstation Application

Description: Define Workstation Application

Transaction Code: SPRO
Menu Path: SAP Customizing Implementation Guide Cross Application
Components  Document Management  General Data 
Define Workstation Application
Prerequisite None
Screen Entry Details

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Part-2: Number Ranges

2.1 Define Number Ranges for Document Numbers

Description: Define Number Ranges for Document Numbers

Transaction Code: OD00
Menu Path: SAP Customizing Implementation Guide Cross Application
Components  Document Management  Control Data 
Define Number Ranges for Document Numbers
Prerequisite None

Screen Entry Details

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Click on Intervals

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2.2 Number Ranges for Vault

Description: Define Number Ranges for Vaults

Transaction Code: OD12
Menu Path: SAP Customizing Implementation Guide Cross Application
Components  Document Management  General Data 
Define Number Ranges for Vaults
Prerequisite None

Screen Entry Details

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Click on Intervals

Screen Entry Details

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