Top Banner
8/20/2019 SAP Easy DMS 7 http://slidepdf.com/reader/full/sap-easy-dms-7 1/34 Master Installation and Application Operations Guide SAP  Easy Document Management 7.1 Using SAP ®  ERP Target Audience System administrators Technology consultants Project managers Decision makers Project teams for implementations Document Version 1.02 – January , 2011
34

SAP Easy DMS 7

Aug 07, 2018

Download

Documents

Mitashky
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 1/34

Master Installation and Application

Operations Guide

SAP

 

Easy

Document

Management 7.1

Using SAP

®

 ERP

Target Audience

System administrators

Technology consultants

Project managers

Decision makers

Project teams for implementations

Document Version 1.02 – January , 2011

Page 2: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 2/34

© Copyright 2010 SAP AG. All rights reserved.

No part of this publication may be reproduced or transmitted in anyform or for any purpose without the express permission of SAP AG. The information contained herein may be changed withoutprior notice.Some software products marketed by SAP AG and its distributorscontain proprietary software components of other softwarevendors.

Microsoft, Windows, Excel, Outlook, and PowerPoint areregistered trademarks of Microsoft Corporation.

IBM, DB2, DB2 Universal Database, System i, System i5, Systemp, System p5, System x, System z, System z10, System z9, z10,z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS,S/390, OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server,PowerVM, Power Architecture, POWER6+, POWER6, POWER5+,POWER5, POWER, OpenPower, PowerPC, BatchPipes,BladeCenter, System Storage, GPFS, HACMP, RETAIN, DB2Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA, AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix aretrademarks or registered trademarks of IBM Corporation.

Linux is the registered trademark of Linus Torvalds in the U.S. andother countries.

 Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe SystemsIncorporated in the United States and/or other countries.

Oracle is a registered trademark of Oracle Corporation.

UNIX, X/Open, OSF/1, and Motif are registered trademarks of theOpen Group.

Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame,VideoFrame, and MultiWin are trademarks or registeredtrademarks of Citrix Systems, Inc.

HTML, XML, XHTML and W3C are trademarks or registeredtrademarks of W3C®, World Wide Web Consortium,Massachusetts Institute of Technology.

Java is a registered trademark of Sun Microsystems, Inc.

JavaScript is a registered trademark of Sun Microsystems, Inc.,used under license for technology invented and implemented byNetscape.

SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, Clear Enterprise, SAP BusinessObjects Explorer and other SAPproducts and services mentioned herein as well as their respectivelogos are trademarks or registered trademarks of SAP AG inGermany and other countries.

Business Objects and the Business Objects logo,BusinessObjects, Crystal Reports, Crystal Decisions, WebIntelligence, Xcelsius, and other Business Objects products andservices mentioned herein as well as their respective logos aretrademarks or registered trademarks of SAP France in the UnitedStates and in other countries.

 All other product and service names mentioned arethe trademarks of their respective companies. Datacontained in this document serves informationalpurposes only. National product specifications mayvary.

These materials are subject to change without

notice. These materials are provided by SAP AG and

its affiliated companies ("SAP Group") for 

informational purposes only, without representation

or warranty of any kind, and SAP Group shall not be

liable for errors or omissions with respect to the

materials. The only warranties for SAP Group

products and services are those that are set forth in

the express warranty statements accompanying

such products and services, if any. Nothing herein

should be construed as constituting an additional

warranty.

Disclaimer

Some components of this product are based on Java™.

Any code change in these components may cause

unpredictable and severe malfunctions and is therefore

expressively prohibited, as is any decompilation of these

components.

Any Java™ Source Code delivered with this product is

only to be used by SAP’s Support Services and may not

 be modified or altered in any way.

Documentation in the SAP Service Marketplace

You can find this documentation at the following Internet

address:service.sap.com/instguides

Page 3: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 3/34

Typographic Conventions

Type Style Represents

Example Text Words or characters that appear on the screen. These includefield names, screen titles,pushbuttons as well as menunames, paths and options.

Cross-references to other documentation

Example text Emphasized words or phrases inbody text, titles of graphics andtables

EXAMPLE TEXT Names of elements in thesystem. These include reportnames, program names,transaction codes, table names,and individual key words of aprogramming language, whensurrounded by body text, for example, SELECT andINCLUDE.

Exampl e text Screen output. This includes fileand directory names and their paths, messages, names of variables and parameters,source code as well as names of installation, upgrade anddatabase tools.

Example text Exact user entry. These arewords or characters that youenter in the system exactly asthey appear in thedocumentation.

<Example text> Variable user entry. Pointedbrackets indicate that youreplace these words andcharacters with appropriateentries.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such asF2) or the ENTER key.

Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Page 4: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 4/34

Master, Installation, and Application Operations Guide

4 January, 2011

History of Changes

The Master, Installation, and Application Operations Guide is regularly updated in SAP

Service Marketplace at http://service.sap.com/instguides  SAP Business Suite Applications SAP PLM SAP Easy Document Management 7.1.

Before starting installation, make sure you have the latest version of the Master,Installation, and Application Operations Guide by checking SAP ServiceMarketplace.

The following table provides an overview of the most important changes that were made inthe latest versions.

Master Guide Version Important Changes

Document Version 1.00 –

September 6, 2010

Initial Revision

Document Version 1.01 –

December, 2010

Update in the following chapters:

1.2.3

2.4

New chapter:

3.6.5

Document Version 1.02 – January,

2011

Update in the following chapters:

2.3 System Landscape

3.6. Enhancement Concept in SAP Easy DocumentManagement

Page 5: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 5/34

Master, Installation, and Application Operations Guide

December, 2010 5

 Contents

History of Changes ................................................................................ 4

1 Gett ing Started................................................................................. 71.1 About th is Document ....................................................................... 7

1.2 Related Information ......................................................................... 71.2.1 Planning Info rmat ion ................................................................................................ 7

1.2.2 Further Useful Links ................................................................................................. 8

1.2.3 Related Master Guides ............................................................................................. 8

1.3 Important SAP Notes ....................................................................... 8

2 SAP Easy Document Management Overview............................. 10

2.1 Software Units of SAP Easy Document Management ................ 11

2.2 Software Component Matrix ......................................................... 122.3 System Landscape ......................................................................... 12

2.4. Overall Implementation Sequence .............................................. 13

2.5 Bus iness Scenarios of SAP Easy Document Management ....... 132.5.1 Display Changes to ACL......................................................................................... 14

3 Installation of SAP Easy Document Management ..................... 15

3.1 Before You Start ............................................................................. 15

3.2 Planning and Preparation .............................................................. 16

3.3 Instal lation ...................................................................................... 173.3.1 Silent Installation and Mass Deployment through Installation Server ................ 18

3.4 Post-Installation ............................................................................. 18

3.5 Uninstal l .......................................................................................... 18

3.6 Enhancement Concept in SAP Easy Document Management .. 193.6.1 Custom Context Menu ............................................................................................ 19

3.6.2 Custom Tabs ........................................................................................................... 19

3.6.3 User Input Fields ..................................................................................................... 19

3.6.4 Popup Message Boxes ........................................................................................... 20

3.6.5 Custom Search Help ............................................................................................... 20

3.6.6 Business Add-Ins.................................................................................................... 20

3.6.7 Customization Using Plug-in’s ............................................................................... 24

4 Appl ication Operation of SAP Easy Document Management .. 25

4.1 Secur ity ........................................................................................... 25

4.2 RFC Cache ...................................................................................... 25

4.3 Detailed Monitoring and Tools for Problem and Performance Analys is ................................................................................................ 25

4.3.1 Trace and Log Files ................................................................................................ 26

4.3.2 Workload Moni tors ................................................................................................. 27

4.3.3 Other Important Problem Analysis and Moni toring Tools .................................... 27

4.3.4 Interface Moni tors ................................................................................................... 27

Page 6: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 6/34

Master, Installation, and Application Operations Guide

6 January, 2011

4.3.5 Debug ABAP Function Modules in SAP System ................................................... 28

4.4 Management of SAP Easy Document Management ................... 284.4.1 User Management ................................................................................................... 28

4.5 Software Change Management ..................................................... 314.5.1 Transport and Change Management...................................................................... 31

4.6 Troubleshoot ing ............................................................................. 31

4.7 Support Desk Management ........................................................... 334.7.1 Remote Support Setup ........................................................................................... 33

4.8 Problem Message Handover ......................................................... 33

5 Appendix ........................................................................................ 34

5.1 Related Guides ............................................................................... 34

5.2 Related Information ....................................................................... 34

Page 7: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 7/34

1 Getting Started

December, 2010 7

1 Getting Started

1.1 About this Document

Purpose

This guide contains all relevant information for the technical implementation of SAP EasyDocument Management.

The Master, Installation, and Application Operations Guide consists of the following mainsections:

  System Landscape

  Installation

  Operation

 Constraints

This Master, Installation, and Application Operations Guide primarily discuss the overalltechnical implementation of SAP Easy Document Management rather than the subordinatecomponents. This means that additional software dependencies might exist without beingmentioned explicitly in this document. You can find more information on component-specificsoftware dependencies in the corresponding installation guides.

1.2 Related Information

1.2.1 Planning Information

For more information about planning topics not covered in this guide, see the following

content on SAP Service Marketplace:

Content Location on SAP Service Marketplace

Latest versions of installation and upgradeguides

http://service.sap.com/instguides SAP BusinessSuite Applications SAP PLM SAP EasyDocument Management 7.1

Released platforms and technology-relatedtopics such as maintenance strategies andlanguage support

http://service.sap.com/pam

Search for SAP EASY DOCUMENT MGMT

Network security http://service.sap.com/securityguide

SAP Security Guides SAP Easy DocumentManagement

Performance http://service.sap.com/performance

Information about Support Package Stacks,latest software versions and patch levelrequirements

http://service.sap.com/sp-stacks

Information about Unicode technology http://www.sdn.sap.com/irj/sdn/i18n

Page 8: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 8/34

1 Getting Started

8 January, 2011

1.2.2 Further Useful Links

The following table lists further useful links on SAP Service Marketplace:

Content Location on SAP Service Marketplace

Information about creating error messages http://service.sap.com/message

SAP Notes search http://service.sap.com/notes

Search for application area  CA- DMS- EUI

SAP Software Distribution Center (softwaredownload and ordering of software)

http://service.sap.com/swdc Support Packagesand Patches Entry by Application GroupSupplementary Components for Cross IndustrySolutions Life-Cycle DataManagement SAP EASY DOCUMENTMANAGEMENT

SAP Online Knowledge Products (OKPs) – role-specific Learning Maps

http://service.sap.com/rkt-plm

1.2.3 Related Master Guides

This Master Guide is based on master guides for cross-industry applications. You can findmore information about the relevant applications in the following documents:

Title Location

Master Guide SAP enhancement package 5for SAP ERP 6.0

http://service.sap.com/instguides SAPBusiness Suite Applications SAP ERPSAP ERP 6.0 SAP enhancement packagesfor SAP ERP 6.0 SAP enhancement

package 5 for SAP ERP 6.0

Master Guide SAP enhancement package 4for SAP ERP 6.0

http://service.sap.com/instguides SAPBusiness Suite Applications SAP ERPSAP ERP 6.0 SAP enhancement packagesfor SAP ERP 6.0 SAP enhancementpackage 4 for SAP ERP 6.0

Master Guide for SAP PLM 7.01 http://service.sap.com/instguides SAPBusiness Suite Applications SAP PLMusing SAP enhancement package 5 for SAPERP 6.0

Master Guide for SAP PLM 7.0 http://service.sap.com/instguides SAP

Business Suite Applications SAP PLMusing SAP enhancement package 4 for SAPERP 6.0

1.3 Important SAP Notes

You must read the following SAP Notes before you start the installation. These SAP Notescontain the most recent information on the installation, and corrections to the installationdocumentation.

Make sure that you have the up-to-date version of each SAP Note, which you can find onSAP Service Marketplace at http://service.sap.com/notes.

Page 9: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 9/34

1 Getting Started

December, 2010 9

SAP Note Number Title Description

1368108 Customer 

enhancements for SAPEasy DocumentManagement

Customer enhancements for 

SAP Easy DocumentManagement using BAdIexits.

686927 Enhancement modulesfor Version 3.0 andhigher 

Customer enhancements for SAP Easy DocumentManagement using Z_*function modules.

1444113 Exchange of fileproperties anddocument data

Bidirectional data exchangebetween File properties anddocument characteristics

1367514 Registry Settings inSAP Easy DocumentManagement

Configuring Centrallycontrolled registries.

1439220 SAP Easy DocumentManagement 7.1 withWTS

Running SAP EasyDocument Management 7.1in Windows Terminal Server.

Page 10: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 10/34

2 SAP Easy Document Management Overview

10 January, 2011

2 SAP Easy Document Management Overview

SAP Easy Document Management supports you to manage your documents. You cancreate, edit, and manage your documents in an environment similar to Microsoft WindowsExplorer, without working directly in the SAP system. You can also connect to SAP ProductLifecycle Management 7.0 (SAP PLM 7.0) and higher versions from SAP Easy DocumentManagement.

You use this component to manage and coordinate documents throughout the lifecycle of aproduct. You can create public and private folders, which are documents in their own right,organize them in hierarchical structures, and save your files in these folders.

SAP Easy Document Management allows you to automate the complete lifecycle of adocument from creation to check-in. You can use its extensive features without havingdetailed knowledge of document management as enabled by SAP GUI. The advantages areas follows: Quick and safe data exchange

  Search for documents

  Access documents directly that meet the search parameters

  Lower costs by reducing access time and the amount of work required for routineactivities

  Ensures employees or external partners to receive up-to-date document data for reference or editing

  The Document Distribution feature allows you to distribute documents manually or automatically depending on the processes used in your organization

Integration

SAP Easy Document Management is integrated with the following:

  SAP Product Lifecycle Management (SAP PLM)

You can create, edit, and delete documents in the SAP PLM Web User Interface (PLMWeb UI) using SAP Easy Document Management. It also supports the SAP PLM WebUI authorization concept

  Microsoft operating systems, such as Windows 7 and office applications, such asMicrosoft Office 2010

  Document management enabled by SAP GUI

  Integration with CAD desktop

Linking document management with computer-aided development and productionsystems prevents redundant data retention and inconsistencies, and reduces the effortrequired for entering and maintaining data

  Integration with C-Folders

  Integration with third party plug-ins and third party application

Features

In SAP Easy Document Management, you can do the following:

  Manage private, public documents and folders

Create, copy, delete, and move files

Page 11: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 11/34

2 SAP Easy Document Management Overview

December, 2010 11

Create a new version of a document

Use drag and drop to create, copy, or move files

Manage document metadata including long description and status

Create and manage authorizations

 Archive documents throughout the lifecycle of a product

  Enable automatic exchange of properties from Microsoft Office applications to SAPclassification data in both directions

  Check in, edit, save, and check out documents directly in a Microsoft Office application.

  Edit and view documents in offline mode

  Synchronize the documents with document management in SAP system when you areonline.

  Create, edit, and delete documents in the SAP PLM Web UI and SAP GUI

  Send documents as an e-mail attachment or a link (URL)

  Find documents and create a search results list

  Edit classification data

  Create object links and search for object links

  Define a display layout and display filter for documents

  Access new items from the Business Workbench

  Search inside a selected folder structure

  Access SAP Easy Document Management in a Windows Terminal Service (WTS)environment

 Any changes/deletion to the document/files in the SAP Easy Document Management issimultaneously updated/deleted to the document management in the SAP system. The SAPsystem controls the check in of the original application files.

2.1 Software Units of SAP Easy DocumentManagement

EasyDmsExplorer.dll SAP Easy Document Management shellnamespace extension

EasyDmsPrxy.dll Interprocess communication library

EasyDMSMonitor.exe File and Session monitoring service

EasyDMSStart.exe ‘sapeasydms’ file shortcut launcher  

ShowLockingProcess.exe Diagnostic running process viewer that hasloaded SAP Easy Document Managementshell namespace extension

Librfc32.dll/Librfc32u.dll Unicode/non-unicode helper library for SAPRFC calls. Additional dependent libraries aredeployed along with the library

SapHttp.dll Content uploader helper library for HTTP

based content server 

Page 12: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 12/34

2 SAP Easy Document Management Overview

12 January, 2011

SapFtp.dll Content uploader helper library for FTPbased content server 

EasyDMSExplorer.tlb Type library file for exposed interfaces bySAP Easy Document Management shellnamespace extension to help plug-indevelopment

EasyDmsExplorer.ini Translated texts for multi language support

SAP GUI Optional for SAP GUI Integration

2.2 Software Component Matrix

Following are the required EhP level of software components without SAP PLM 7.0:  EA-APPL 604

  SAP_APPL 604

  NetWeaver 701: SAP_ABA 701, SAP_BASIS 701

Following are the required EhP level of software components with SAP PLM 7.0:

  PLMWUI 700

  EA-APPL 604

  EA_IPPE 404

  SAP_APPL 604

  SAP_BS_FND 701

  NetWeaver 701: SAP_ABA 701, SAP_BASIS 701

2.3 System Landscape

Following are the system requirements for SAP Easy Document Management:

  MS Windows XP (32 Bit) SP1 and higher 

  Windows Vista Standard, Ultimate and Business editions (32- Bit and 64- Bit)

  Windows Server 2003 Edition (WTS)

  Windows 7 Professional, Ultimate and Enterprise editions(32- Bit and 64- Bit )

  MS Office 2003

  MS Office XP

  MS Office 2007

  MS Office 2010

  Languages Supported:

Danish, Dutch, English, French, German, Italian, Japanese, Korean, Spanish,Swedish, Czech, Finnish, Polish, Portuguese, Russian, Chinese (Simplified)

Page 13: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 13/34

2 SAP Easy Document Management Overview

December, 2010 13

The system requirements for SAP Easy Document Management are same as of the WindowsOperating System. You need a free capacity of 150MB in the standard program folder for installing SAP Easy Document Management. In addition, SAP Easy Document Managementconsumes disk space for storing files in its work directory. The space required by the workdirectory depends on the number and size of the documents that need to be stored.

For more information about released platforms and technology-related topics, such asmaintenance strategies and language support, see SAP Service Marketplace athttp://service.sap.com/pam and search for SAP EASY DOCUMENT MGMT.

2.4. Overall Implementation Sequence

You have installed and configured the following:

  SAP ERP 2005 system.

  SAP PLM 7.0 for PLM Web UI integration.(Required if you are planning PLMIntegration with SAP Easy Document Management)

  SAP GUI installed in front end system for SAP GUI integration.

 Caution

SAP Easy Document Management can run on SAP ERP releases older thanSAP ERP 2005 but SAP does not provide support for this.

Certain features of SAP Easy Document Management need specific SAP ERP 6.0Enhancement Packages as listed below.

The following features need SAP ERP 6.0 Enhancement Package 4 and higher versions:

1. SAP PLM 7.0 integration

2. Tracking of ACL changes

3. ACC search help

4. Performance improvement during creation of new version and mass deletion of documents.

The following features need SAP ERP 6.0 Enhancement Package 5 and higher versions:

1. Search Help for new object links

2. User choice to copy object links during create new version

3. ABAP Search help exits for classification

4. Resizing of input field dialog and more custom controls on input field dialog.

2.5 Business Scenarios of SAP Easy DocumentManagement

Business Scenarios for Document Management covers SAP Easy Document Managementscenarios. Document Management Business Scenarios / Business Processes can be foundin Solution Manager Content under Document Management (PLM).

Page 14: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 14/34

2 SAP Easy Document Management Overview

14 January, 2011

2.5.1 Display Changes to ACL

You can use the business function Display Changes to ACL(/PLM_EDM_DISPLAYCHANGESWITHACL) to implement ACL change report for SAP EasyDocument Management. This allows the user to view the changes made in ACL’s for thedocument, as it can be seen for other Meta data’s like object links and so on.

 Note

This business function is available as an option to the customer. To enable thisbusiness function SAP ERP 6.0 Enhancement Package 4 and higher versionmust be installed.

Page 15: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 15/34

3 Installation of SAP Easy Document Management

December, 2010 15

3 Installation of SAP Easy DocumentManagement

This chapter guides you through the installation process for SAP Easy DocumentManagement. It provides information for IT administrators and users of SAP Easy DocumentManagement for setting up and configuring SAP Easy Document Management for productiveusage.

Users of document management component (CA-DMS) can use SAP Easy DocumentManagement to manage documents and their structures instead of complete SAP GUI withextensive functions. SAP Easy Document Management’s interface is similar to that of Microsoft Windows Explorer. Explorer functions are mapped to SAP functions.

 Note

SAP Easy Document Management is a desktop installation meaning you have

to install the application on each user’s computer.

For more information about SAP Easy Document Management, see SAP ServiceMarketplace at www.service.sap.com/plm Life-Cycle Data Management DocumentManagement SAP Easy Document Management.

Integration

SAP Easy Document Management is integrated with the following:

  SAP Product Lifecycle Management (SAP PLM)

You can create, edit, and delete documents in the SAP PLM Web User Interface (PLMWeb UI) using SAP Easy Document Management. It also supports the SAP PLM WebUI authorization concept.

  Microsoft operating systems, such as Windows 7 or Windows Vista and officeapplications, such as Microsoft Office 2007.

  Document management enabled by SAP GUI

  Integration with CAD desktop

Linking document management with computer-aided development and productionsystems prevents redundant data retention and inconsistencies, and reduces the effortrequired for entering and maintaining data.

  Integration with C-Folders

  Integration with third party plug-ins and third party application

 Note

The program works independently of SAP GUI installations.

3.1 Before You Start

Read information in the following notes available in SAP Service Marketplace:

  Release information note: 1440749

  Restriction note: 1467697

  FAQ note : 1465763

Page 16: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 16/34

3 Installation of SAP Easy Document Management

16 January, 2011

For more information on known problems, current version information and release informationnote for specific version, see the ReadMe.txt file in the installation folder 

3.2 Planning and Preparation

General Guidelines

SAP Easy Document Management supports the following installation scenarios:

  First installation of SAP Easy Document Management 7.1

  Upgrade from SAP Easy Document Management 6.0 to SAP Easy Document

Management 7.1

  Upgrade from SAP Easy Document Management 7.0 to SAP Easy Document

Management 7.1

  Upgrade to higher service pack of SAP Easy Document Management 7.1.

  Switch between unicode and non-unicode.

Prerequisites

SAP System Settings

Before you can use SAP Easy Document Management, document management must be fullyconfigured.

For more information, see SAP Help Portal at http://help.sap.com SAP ERP SAP ERPCentral Component SAP ERP Enhancement Packages ERP Central ComponentEnhancement Package 5 SAP Business Suite SAP ERP SAP ERP Central Component

Logistics Product Lifecycle Management (PLM) Document Management.

Users who work with SAP Easy Document Management must have appropriate authorizationin the SAP system.

For more information, see Authorizations in SAP Easy Document Management athttp://help.sap.com SAP Business Suite SAP Product Lifecycle Management SAP EasyDocument Management and SAP Help Portal at http://help.sap.com SAP ERP SAP ERPCentral Component SAP ERP Enhancement Packages ERP Central ComponentEnhancement Package 5 SAP Business Suite SAP ERP SAP ERP Central

Component Logistics Product Lifecycle Management (PLM) Document Management Authorization Objects for Documents.

Centrally Controlled Regist ry

The centrally controlled registry settings can be changed from the default value to the customvalue that matches your business behavior. The settings must be done before installation bychanging the values in the SapEasyDms_Common.xml  file under <Installation Folder>/setupfolder. For more information, see SAP Note 1367514.

Client System

Identify users to use SAP Easy Document Management. Install SAP Easy DocumentManagement on every PC. You do not need SAP GUI installation on your PC if you do not

Page 17: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 17/34

3 Installation of SAP Easy Document Management

December, 2010 17

use SAP GUI integration. Every PC with SAP Easy Document Management must fulfill thesoftware and hardware requirements mentioned in section System Landscape.

Secure Storage Area for Original Application Files

You need a secure storage area for your original application files in document management.For more information, see SAP Help Portal at http://help.sap.com SAP ERP SAP ERPCentral Component SAP ERP Enhancement Packages ERP Central ComponentEnhancement Package 5 SAP Business Suite SAP ERP SAP ERP CentralComponent Logistics Product Lifecycle Management (PLM) Document Management.

To upgrade from SAP Easy Document Management 6.0 to 7.1, do the following:

1. Check in all checked-out files

2. Clean your working directory

 Note

We recommend that you always clear the old files from your working directoryand check in all your files before upgrading.

3.3 Installation

Using the SAP Front-End Installer , install SAP Easy Document Management on every PC onwhich you want to use it.

 Note

To resume the installation process after cancellation or interruption, startSapEasyDmsSetup.exe.

Procedure

a. Close all programs, including SAP logon.

b. Start SapEasyDmsSetup.exe from the installation folder.

c. The setup window opens. Choose Next.

d. Select SAP Easy Document Management System (Unicode) or SAP Easy

Document Management System (ANSI) for non-unicode.

e. Choose  Reboot  if installer prompts.

f. SAP Easy Document Management 7.1 is installed on your PC.

 Note

If SAP Easy Document Management 7.0 or higher is already installed in theclient system, the installer detects and choose to upgrade as a default action.Choose Next to upgrade to the higher version. To switch from unicode to non-unicode unselect the currently installed version and choose the new version youneed to install.

Page 18: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 18/34

3 Installation of SAP Easy Document Management

18 January, 2011

3.3.1 Silent Installation and Mass Deployment throughInstallation Server 

With Standard SAP installer you can enable mass silent deployment of SAP Easy Document

Management. For more information, refer to the file Installation Server Help.chm andWorkstation Installation Help.chm under <Installation Folder>\setup.

3.4 Post-Installation

Procedure

1. You can start SAP Easy Document Management from the following locations:

o  Desktop icon (SAP Easy Document Management)

o  Windows Explorer 

2. Double-click on the SAP Easy Document Management icon.

3. In the Available Systems field, select the SAP system.

4. Enter a valid client number.

5. Enter the following details

1. User Name:

2. Password:

3. Language:

6. Choose Logon.

For more information about the various functions of SAP Easy Document Management, andon how to set up the connection to the SAP system see SAP Help Portal athttp://help.sap.com SAP Business Suite Product Lifecycle Management (PLM) SAPEasy Document Management.

3.5 UninstallYou can uninstall SAP Easy Document Management from your PC using the followingmethods:

  From the Start menu

1. In Windows, choose Start   Settings   Control Panel   Add/Remove

Programs.

2. Navigate to SAP Easy Document Management System file and choose

Remove.

Page 19: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 19/34

3 Installation of SAP Easy Document Management

December, 2010 19

3. Reboot if prompted.

  From the installation Folder 

1. Start SapEasyDmsSetup.exe from the installation Folder.

2. Deselect the checkbox for the version you want to delete.

3. Follow the steps mentioned in the SAP Front-End Installer  window.

4. Reboot if prompted.

3.6 Enhancement Concept in SAP Easy Document

ManagementSAP Easy Document Management can be customized for UI and functional changesincluding adding additional menus, custom tabs in SAP Properties dialog, and custom inputfields.

3.6.1 Custom Context Menu

Users can customize the context menu in Easy Document Management by implementing thefollowing BAdI methods:

EASYDMS_EXT_UI (GET_FUNCTION_LIST)

EASYDMS_EXT_UI (PROCESS_FUNCTION)

For more information, see SAP Note 1420745.

3.6.2 Custom Tabs

You can add additional customized tabs in SAP Properties dialog by implementing thefollowing BAdI methods:

1. EASYDMS_EXT_UI (CUSTTABS_GETCOUNT)

2. EASYDMS_EXT_UI (CUSTTABS_INIT)

3. EASYDMS_EXT_UI (CUSTTABS_CHECK)

4. EASYDMS_EXT_UI (CUSTTABS_SAVE)

The Custom tabs are divided into two sections

  Fields - You can add maximum of six fields. Each field consists of field description andvalue. The field can be static or edit box.

  Tables - Table consists of table header and table fields. You can set static or editablecolumns.

For more information, see SAP Note 1355293.

3.6.3 User Input Fields

User input fields can be used by the customers when they want to show a dialog in whichthey can collect some information from the users and return the data to process it further.

Page 20: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 20/34

3 Installation of SAP Easy Document Management

20 January, 2011

The function module EASYDMS_INPUTFIELDS (Call Back function) is supported to specifythe height and width of the Input Fields dialog box and to display and transfer data for following UI elements:

  Edit Box control

  List box control

  Editable combo box

  Non-editable combo box

For more details, see SAP Note 694878.

 Note

If you are on an older release of the SAP system and if EASYDMS_INPUTFIELDSfunction is not available or is supporting a limited functionality you may implementZ_EASYDMS_INPUTFIELDS function module to achieve the complete functionality.However Z_EASYDMS_INPUTFIELDS function module will not be maintained by SAP.

3.6.4 Popup Message Boxes

You can use the call back function module EASYDMS_SHOWPOPUP to show messageboxes to the users and proceed accordingly. For more details, see SAP Note 694877.

 Note

If you are on an older release of the SAP system and if EASYDMS_SHOWPOPUPfunction is not available you may implement Z_EASYDMS_SHOWPOPUP functionmodule to achieve the above functionality. However Z_EASYDMS_SHOWPOPUPfunction module will not be maintained by SAP.

3.6.5 Custom Search HelpYou can add and customize the search help for fields for classification and custom tabs. Thisenables to show customized search help when user chooses search help for these fields.

 For more information, see SAP Note 1446662.

3.6.6 Business Add-Ins

SAP supplies Business Add-Ins (BAdIs) for SAP Easy Document Management that provideadditional functions. Implementing these BAdIs are optional. The availability of these BadI’sdepend on you SAP system release. For more information, see SAP Note 1368108.

The following BadI methods are used to enhance SAP Easy Document Management:

  EASYDMS_MAIN01 (SHOW_ROOTS) - Displays/Hides root folders when user logs in.

You can even configure to set a startup folder for single/multiple users. For moreinformation and sample implementation, see SAP Note 779645.

  EASYDMS_MAIN01 (FOLDERCREATESIMPLE)  -  Allows simplified folder creation.

You can create a new, simpler create mode for folders. The system creates the foldersin the background and sets the description of the folder to changeable. In theimplementation, you can define whether all folders are created with the new createmode, or only those explicitly selected. For more information and sampleimplementation, see SAP Note 900967.

Page 21: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 21/34

3 Installation of SAP Easy Document Management

December, 2010 21

  EASYDMS_MAIN01 (GETURL) - Creates a URL for a document info record

You can use a web browser application to explore the URL. This URL is required for "Copy as URL" and "Send URL" functions. For more information and sampleimplementation, see SAP Note 694751.

  EASYDMS_MAIN01 (FOLDERCOPY) - Copying a folder structure within SAP EasyDocument Management file system.

For more information and sample implementation, see SAP Note 694471.

  EASYDMS_MAIN01 (FOLDEREXPORT) - Exporting a folder structure from SAP EasyDocument Management to windows file system (For example, to the local hard disk).

For more information and sample implementation, see SAP Note 694603.

  EASYDMS_MAIN01 (GETOBJECTLINKS_TAB) - Get active object link tabs fromcProjects, BOM Header, BOM Item and Production order.

For more information and sample implementation, see SAP Note 1263511.

  EASYDMS_MAIN01 (GETDOCDEFAULTS) - Default field value of the document datafor creating and searching DIR.

For more information and sample implementation, see SAP Note 694748.

  EASYDMS_MAIN01 (GETDOCTYPES) - Restricts document types that are permittedwhen a document is being created.

For more information and sample implementation, see SAP Note 694747.

  EASYDMS_MAIN01 (GETSEARCHDOCTYPES) - Restricts document types that arepermitted when a document is being searched.

For more information and sample implementation, see SAP Note 969197.

  EASYDMS_MAIN01 (INIT) – Displays any info required to the user while logging in.

This BAdI displays release version, Unicode info, and the computer name. For moreinformation and sample implementation, see SAP Note 694467.

  EASYDMS_MAIN01 (GETNEWFILEDATA) - Allows to change the storage categoryduring file check-in.

For more information and sample implementation, see SAP Note 830773.

  EASYDMS_MAIN01 (PLOT) - Calls the central plotter or printer with parameters.

For more information and sample implementation, see SAP Note 694470.

  EASYDMS_MAIN01 (GETPRINTERS) - Creates a list of printers or plotters for selection.

For more information and sample implementation, see SAP Note 694468.

  EASYDMS_MAIN01 (PRINT) – Allows you to select a central or local printer.

For more information and sample implementation, see SAP Note 687957.

  EASYDMS_MAIN01 (CHECK_DELFOLDER) - Checks authorization during folder deletion.

For more information and sample implementation, see SAP Note 1025354.

  EASYDMS_EXT_UI (GET_FUNCTION_LIST) – Specifies the list of customer specificcontext menu items to be displayed along with the standard items in easydms contextmenu.

For more information and sample implementation, see SAP Note 821930.

Page 22: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 22/34

3 Installation of SAP Easy Document Management

22 January, 2011

  EASYDMS_EXT_UI (PROCESS_FUNCTION) – Implement a customer specificcontext menu that specified with the function module EASYDMS_FUNCT_GET_LIST.

For more information and sample implementation, see SAP Note 821930.

  EASYDMS_EXT_UI (CUSTTABS_GETCOUNT) - Gets the number of custom tabs tobe displayed in SAP properties.

You use this module to show additional information to the user as a separate tab inSAP Properties dialog. For more information and sample implementation, see SAPNote 1355293.

  EASYDMS_EXT_UI (CUSTTABS_INIT) - Initializes custom tab title and fields whiledisplaying custom tab.

You use module to show additional information to user as a separate tab in SAPProperties dialog. For more information and sample implementation, see SAP Note1355293.

  EASYDMS_EXT_UI (CUSTTABS_CHECK) - Validates data from Custom tabs while

saving.

You use this module to show additional information to user as a separate tab in SAPProperties dialog. For more information and sample implementation, see SAP Note1355293.

  EASYDMS_EXT_UI (CUSTTABS_SAVE) - Saves data from Custom tabs to SAPsystem.

You use this module to show additional information to user as a separate tab in SAPProperties dialog. For more information and sample implementation, see SAP Note1355293.

  EASYDMS_NEW_FILENAME (RENAME_FILE) - Changes the file name of an originalfile after check in. For more information and sample implementation, see SAP Note

836199.

  EASYDMS (CREATE_NEW_VERSION) - Create New Versions of Document InfoRecords. You can use this BAdI method (exit) to create new versions of existingdocument info records (DIR). If this BAdI method is implemented, then the standardimplementation in the function module EASYDMS_DOCS_CREATE_NEWVERSIONwill be ignored.

  EASYDMS (MASS_DELETE_DOCUMENTS) - Deletes Multiple Documents. You canuse this BAdI method to delete documents, folders, and links. If this BAdI method isimplemented, then the standard implementation in the function moduleEASYDMS_MASS_DELETE_DOCUMENTS will be ignored.

  EASYDMS (DOCUMENT_CHANGE2) - This BAdI method is used to:

Control changes made to a document

Define your own logic for updating documents

When a document is updated, the document’s parameters are passed to this methodand when a document is created in a folder, the folder’s parameters are passed to thismethod.

  EASYDMS (CLSEARCHHELP_AVAILABLE) - Checks if classification search help isavailable for classification data and for the custom fields in the custom tab and showsthe search help icon if required. For more information, see SAP Note 1446662.

  EASYDMS (CLSEARCHHELP_GETVALUE) - Called when you choose search helpfor classification data and for the custom fileds in the custom tab. You can use this

Page 23: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 23/34

3 Installation of SAP Easy Document Management

December, 2010 23

BAdI method to show the search help when you choose the search help icon. For moreinformation, see SAP Note 1446662.

If you are on an older release of the SAP system and if a BAdI function is not available thenyou may implement corresponding ‘Z_*’ function module listed below to achieve the similar 

functionality, but the Z_* function modules will not be maintained by SAP. The following tableshows a list of BAdI methods and the corresponding function modules for enhancements:

BAdI Function Module

EASYDMS_MAIN01 (SHOW_ROOTS) Z_EASYDMS_SHOWROOTFOLDERS

EASYDMS_MAIN01(FOLDERCREATESIMPLE)

Z_EASYDMS_FOLDERCREATESIMPLE

EASYDMS_MAIN01 (GETURL) Z_EASYDMS_GETURL

EASYDMS_MAIN01 (FOLDERCOPY) Z_EASYDMS_FOLDER_COPY

EASYDMS_MAIN01 (FOLDEREXPORT) Z_EASYDMS_FOLDER_EXPORT

EASYDMS_MAIN01(GETOBJECTLINKS_TAB)

Z_EASYDMS_CUSTOMIZEDOBJECTTABS

EASYDMS_MAIN01 (GETDOCDEFAULTS) Z_EASYDMS_GETDOCDEFAULTS

EASYDMS_MAIN01 (GETDOCTYPES) Z_EASYDMS_GETDOCTYPES

EASYDMS_MAIN01(GETSEARCHDOCTYPES)

Z_EASYDMS_GETSEARCHDOCTYPES

EASYDMS_MAIN01 (INIT) Z_EASYDMS_INIT

EASYDMS_MAIN01 (GETNEWFILEDATA) Z_EASYDMS_GETNEWFILEDATA

EASYDMS_MAIN01 (PLOT) Z_EASYDMS_PLOT

EASYDMS_MAIN01 (GETPRINTERS) Z_EASYDMS_GETPRINTERS

EASYDMS_MAIN01 (PRINT) Z_EASYDMS_PRINT

EASYDMS_MAIN01 (CHECK_DELFOLDER) Z_CVAUTH_RFC_CHECK_DELFOL

EASYDMS_EXT_UI (CUSTTABS_CHECK) Z_EASYDMS_CUSTTABS_CHECK

EASYDMS_EXT_UI(CUSTTABS_GETCOUNT)

Z_EASYDMS_CUSTTABS_GETCOUNT

EASYDMS_EXT_UI (CUSTTABS_INIT) Z_EASYDMS_CUSTTABS_INIT

EASYDMS_EXT_UI (CUSTTABS_SAVE) Z_EASYDMS_CUSTTABS_SAVE

EASYDMS_EXT_UI (GET_FUN CTION_LIST) Z_EASYDMS_FUNCT_GET_LIST

Page 24: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 24/34

3 Installation of SAP Easy Document Management

24 January, 2011

EASYDMS_EXT_UI (PROCESS_FUNCTION) Z_EASYDMS_FUNCT_CALLED

EASYDMS_RENAME_FILE (RENAME_FILE) Z_EASYDMS_RENAME_FILE

EASYDMS (CREATE_NEW_VERSION) Z_EASYDMS_DOCS_CREATE_NEWVERSION

EASYDMS (MASS_DELETE_DOCUMENTS) Z_ EASYDMS_MASS_DELETE_DOCUMENTS

EASYDMS (DOCUMENT_CHANGE2) Z_ EASYDMS_DOCUMENT_CHANGE2

EASYDMS (CLSEARCHHELP_AVAILABLE) Z_ EASYDMS_CLSEARCHHELP_AVAILABLE

EASYDMS (CLSEARCHHELP_GETVALUE) Z_ EASYDMS_CLSEARCHHELP_GETVALUE

3.6.7 Customization Using Plug-in’s

In addition to customization related to BAdI’s, SAP Easy Document Management can becustomized with custom plug-in’s deployed in the same client system along with SAP EasyDocument Management. Plug-in’s should be written in native language like C++. For moreinformation, see SAP Note 1489853.

Page 25: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 25/34

4 Application Operation of SAP Easy Document Management

December, 2010 25

4 Application Operation of SAP Easy Document

Management4.1 Security

For more information, see http://service.sap.com/securityguide  SAP SecurityGuides SAP Easy Document Management.

4.2 RFC Cache

RFC cache stores following information in the client system.

  Tables, structures and data related to remote function signatures (parameters/fields(including nested fields) associated with SAP Easy Document Management.

  List of active functions used by SAP Easy Document Management.

Reset RFC Cache

You need to reset RFC cache if 

  There is a change in the function/signatures/tables/parameters/fields (including nestedfields related to the functions in SAP Easy Document Management in the respectivesystem

  Addition/activation/deactivation/renaming of new/alternate function modules/BAdImethod implementation for SAP Easy Document Management.

 Note

There is no need to reset the RFC cache if notes are implemented whichinvolves only an implementation logic change.

You can reset the RFC cache in following ways

  From the Logon dialog select Traces button and in the Trace Parameters dialog,select Reset Selected Buffer  button.

  From the Preferences dialog under System tab select RFC Cachebutton.(Preferences dialog will be available when you are logged into SAP EasyDocument Management)

  This can be also done centrally for all users by executing function moduleEASYDMS_RESET_RFC_CACHE after the changes. For more information, see SAPNote 804259.

4.3 Detailed Monitoring and Tools for Problem andPerformance Analysis

You can monitor the operation of Easy Document Management using the trace and log files.These files are required for expedient resolution of issues by SAP support.

Page 26: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 26/34

4 Application Operation of SAP Easy Document Management

26 January, 2011

4.3.1 Trace and Log Files

Trace files and log files are essential for analyzing problems and troubleshooting. The entireRFC communication and a large number of internal program flows are logged in the trace file

 Note

SAP recommends that you only activate the trace generation to reproduce aspecific error and deactivate it immediately.

 Act ivi ti es

  To Activate/Deactivate the trace you should use the registry setting “ActivateTrace”(DWORD Value) under HKEY_CURRENT_USER\Software\SAP\EasyDMS\Generalsection. The value 1 indicates ‘Activate Trace’ and 0 indicates ‘Deactivate Trace’.

  Choose Traces button in the Logon dialog box.

The Trace Parameters dialog box is displayed.

  You select the different trace levels in two selection lists from the dialog boxExtendedTrace. Select the folder where the SAP_EASYDMS.trc trace file is to becreated.

 Note

The trace file is locked most of the time since explorer.exe process is running.

  You can also select Memory Trace to log objects created and destroyed. The objectcounter is incremented and decremented for the objects created and destroyed. This ishelpful to trace any memory leaks.

  To enable advanced trace features added in SAP Easy Document Management tocreate traces for test data and result of document creation, change and search

functionality, create the following registry entries under sectionHKEY_CURRENT_USER\Software\SAP\EasyDMS\General.

TraceAddFiles (DWORD type): Creates traces for document creation withadditional files added from third party plug-ins in SAP Easy DocumentManagement.

 AddFi leTrace (String Type): Specify trace file name for traces created for document creation with additional files added from third party plug-ins and for the document creation results in SAP Easy Document Management.

If this entry is not maintained then SAP Easy Document Managementapplication will prompt the user with file Save As dialog.

TraceDocumentDetails (DWORD type): Creates detailed Document metadatatraces for Document creation and change.

TraceSearch  (DWORD type): Create traces for Search functionality withextended class search.

TraceFile (String Type): Specify trace file name for traces created for detailedDocument metadata traces and for Search functionality with extended classsearch.

If this entry is not maintained then SAP Easy Document Managementapplication will prompt the user with file Save As dialog.

 ActivatePropTrace (DWORD type): For tracing properties and values read bySAP Easy Document Management from file properties.

Page 27: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 27/34

4 Application Operation of SAP Easy Document Management

December, 2010 27

4.3.2 Workload Monitors

To monitor the performance of operations SAP Easy Document Management providesflowing registry settings. The following settings must be activated under sectionHKEY_CURRENT_USER\Software\SAP\EasyDMS\General.

  ActivateObjectTrace (DWORD type; 1 = active): Activates the trace entries when youcreate and release objects (such as CShellFolder, CEasyDocument, CSapRfcFunctionand so on)

  ActivateParsingMessage (DWORD type; 1 = active): Activates the output of performance measurement while reading the document structure.

  ActivateProfiling (DWORD type; 1 = active): Starts logging optionally; gives a list of alllogged functions with the number of calls and the time taken in fileC:\EasyDocMgmt_Profile.txt. Only works if the overall trace is activated("ActivateTrace").

  ActivatePropTrace (DWORD type; 1 = active): Activates the trace of the file properties;

before each check in and check out of files, you can save the current file properties(internal name and value) to a text file using a dialog box.

  ActivateTimeoutTrace (DWORD type; 1 = active): Activates the trace for the automaticlogoff; a "TimeoutTraceDir" (String type) must be entered.

4.3.3 Other Important Problem Analysis and Monitoring Tools

You can perform runtime analysis on the Business Addins (remote function calls) made bySAP Easy Document Management System using SAT transaction. Using this transaction youcan evaluate performance and SQL tracing.

4.3.4 Interface Monitors

Interface monitors are essential for analyzing problems with interfaces such as RFC, FTPand HTTP (utility programs).

RFC Trace

Logs all the RFC calls.

Use

Using RFC trace, you can do the following:

  Track the remote calls of your application or to the SAP system.

  Trace the instance the calls were executed

  Display and analyze the logged trace records in the trace file.

Features

 All RFC calls for a specific user or for a user group are recorded from the beginning to theend of the RFC trace function.

You have the following details from the recorded trace:

  Function modules called remotely by the program

  Successful execution of the RFC

  Total time used to process the remote call

  Marking of the RFC communication (RFC client or RFC server)

Page 28: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 28/34

4 Application Operation of SAP Easy Document Management

28 January, 2011

  Instance the remote call was executed

  Technical parameters of this instance

  Number of sent and received bytes at the RFC

Creating an RFC trace

It is necessary to generate a trace file during troubleshooting. User can select the type andlevel of trace in the Trace Parameter dialog. To set this dialog box, select Traces from theLogon dialog box. Select Create RFC Trace from the Trace Parameter dialog box. The tracefiles with names rfc*_*.trc contains the data which the external programs exchanges withSAP. The trace directory can be changed using the environment variable‘RFC_TRACE_DIR’.

SAP FTP and HTTP Trace

 Logs HTTP and FTP calls

In the Trace Parameter  dialog, you can also create trace files for utility programs

"SAPFTP" (File name of the trace: "dev_ftp") and "SAPHTTP" (File name of the trace:"dev_http"). You have to select the corresponding field to enable this utility.

4.3.5 Debug ABAP Function Modules in SAP System

To debug the ABAP function modules or RFC calls in SAP system, do the following:

1. Logon to SAP Easy Document Management System.

2. Check Traces button in the Logon dialog box.

3. Check Start ABAP Debugger on every RFC function call in Trace Parameters dialog

4. Choose OK.

Now the application enables the debug when you logon.

To disable the ABAP debug, deselect the Start ABAP debugger on every RFC function callcheck box on the Trace Parameter  dialog.

4.4 Management of SAP Easy Document Management

4.4.1 User ManagementSAP Easy Document Management is a client-side program. There is no need to create usersseparately for the application as they are already created in the SAP system. However SAPEasy Document Management provides powerful user management objects like User Groups,

 ACL, ACM (PLM Document Types).

4.4.1.1 Access Control Lists (ACL)

In SAP Easy Document Management, you can define object-related authorizations (AccessControl Lists (ACLs)) for documents and folders. The authorization holder types includeusers, user groups, and roles.

You use ACLs to manage all permitted and non permitted activities for an object of a specificgroup. The system manages the hierarchy of the different activities (ACLs). SAP EasyDocument Management also checks for authorization objects in document management inthe SAP system.

Page 29: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 29/34

4 Application Operation of SAP Easy Document Management

December, 2010 29

 Note

The version of the SAP ERP base application must be 6.20 or higher.

The authorization concept only applies to documents and not to other master data objects in

SAP Product Lifecycle Management (SAP PLM).

The authorizations created in SAP Easy Document Management are also valid for documentmanagement in the SAP system.

 As of SAP ERP 4.7, it is possible to implement ACLs and, as of SAP ERP 2005, all ACLs areautomatically available in SAP Easy Document Management and the SAP system. For moreinformation, see SAP Note 798504.

To use ACLs, the document must have initial administrator authorization. When a documentis created or versioned, the user who creates the document does not receive administrator authorization by default. The registry value AutoInheritedAuth must be set to 1 to receiveadministrator authorization by default. The user cannot delete his or her own administrator authorizations.

 As of SAP ERP 6.0 Enhancement Package 4, you can track changes made to an ACL. Todisplay the changes made to an ACL, you must activate the Display Changes to ACLbusiness function in the SAP system.

You use the authorization object ACO_SUPER to give certain users, such as systemadministrators, authorization to override the ACLs.

 Authorization Object S_RFC is required for a SAP Easy Document Management user, asSAP Easy Document Management communicates through RFC.

This authorization object contains the following three fields:

  RFC_TYPE: Type of RFC object that is protected. Currently, this field can take thevalue FUGR (function group).

  RFC_NAME: Name of RFC object that is protected. Currently, this field contains thenames of function groups. The maximum characters to this field is 18.

  ACTVT: Activity. Currently, this field can take the value 16 (Execute).

Every authorization check is done independently and in a certain order. In documentmanagement, the levels of the authorization check are as follows:

  Transaction code

  C_DRAW_BGR

  C_DRAW_TCD

  C_DRAW_TCS  USER

 Authorization object C_DRAW_BGR can be used to restrict access to individual documents.It works like a simple on/off switch. If the C_DRAW_BGR check does not find anything, theuser's authorization can be further restricted by checking C_DRAW_TCD (checks thedocument type) or C_DRAW_TCS (checks the combination of document type and status).From SAP ERP 6.0 onwards, the ACL checks are part of the level-five checks. At the fifthlevel there is a BAdI called DOCUMENT_AUTH01, which you can use to design your ownauthorization check (for releases prior to SAP ERP 6.0, integrate the ACL checks here).

 Author ization - Check Sequence

Page 30: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 30/34

4 Application Operation of SAP Easy Document Management

30 January, 2011

Case 1: ACO_SUPER is assigned to the user 

The following authorization checks are performed while assigning ACLs to a user, user group, role, or HRobject:

  Permission check for transactions, such as create, display and change:'C_DRAW_TCD', 'C_DRAW_STA', 'C_DRAW_TCS'

  Permission check for BOM update:

'C_STUE_BER'

  'ACO_SUPER'

  An additional authorization check is carried out while assigning an ACL to an HRobject:

'PLOG'

Case 2: ACO_SUPER is not assigned to the user 

The following authorization checks are performed while assigning ACLs to user, user group,role, or HRobject:

  Permission check for transactions, such as create, display and change:

'C_DRAW_TCD', 'C_DRAW_STA', 'C_DRAW_TCS'.

  Permission check for BOM update:

'C_STUE_BER'

4.4.1.2 User Groups

You can group multiple users together to form a user group. You can assign differentauthorizations to all users who can manage a user group.

4.4.1.3 Access Control Management (ACM)

This solution is primarily addressed to customers working with document structures incombination with SAP PLM 7 ACM. It allows shifting from managing authorization on singledocument level to folder level.You can use access control management (ACM) to administer access authorizations granted by access control contexts (ACCs) and access control lists(ACLs).

If you are a user with administrative roles, ACM offers you the following features:

  You can control access to a set of objects by assigning them to access controlcontexts. On the access control context screens, you can create, display, change, anddelete access control contexts.

  You can administer context roles. These context roles grant users who are assigned tothem access authorizations for contexts and their objects.

  You can transfer the ownership of objects from an access control context to another context or assign objects to other contexts.

  You can add users to user groups. These user groups help in managing authorizationsin bulk when you use them with context roles. On the user group screens, you cancreate, display, change, and delete user groups.

  You can maintain exceptions to access authorizations at the level of individual objectsby using access control lists. On the object screens, you can create, display, change,and delete ACLs.

Page 31: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 31/34

4 Application Operation of SAP Easy Document Management

December, 2010 31

  Before giving access to a selected object, the system can take authorizations grantedby ACCs and ACLs into account.

  You can display and analyze access authorizations of other users.

  The system writes change documents when you change authorizations granted by ACCs or ACLs.

You can archive authorizations granted by ACCs and ACLs.

To assign access control contexts (ACCs) to documents, these documents must have a PLMdocument type. This concept is called access control management (ACM).

4.5 Software Change Management

Software Change Management standardizes and automates software distribution,maintenance, and testing procedures for complex software landscapes and multiple softwaredevelopment platforms. These functions support your project teams, development teams, andapplication support teams.

The goal of Software Change Management is to establish consistent, solution-wide changemanagement that allows for specific maintenance procedures, global rollouts (includinglocalizations), and open integration with third-party products.

This section provides additional information about the most important software components.

4.5.1 Transport and Change Management

 All support packages or upgrades are provided on the SAP Service Marketplace and followthe upgrade and installation information detailed in this document.

SAP Easy Document Management is components that needs to be delivered in front-end aswell as with SAP ERP system. Front end support packages or patches are provided on theSAP Service Marketplace and they follow the upgrade and installation information detailed inthis document.For the latest component version and patch level requirements, see the SAP ServiceMarketplace at http://service.sap.com/swdc Support Packages and Patches Entry by Application Group Supplementary Components for Cross Industry Solutions Life-CycleData Management SAP EASY DOCUMENT MANAGEMENT.

Frontend components can be deployed using Standard SAP installer. For more informationsee section Silent Installation and Mass Deployment through Installation Server .

SAP system upgrades are performed automatically through SAP ERP service packs.However, the corrections can be implemented immediately by rolling out the notes (CA-DMS*).

4.6 Troubleshooting

Logon Failure

If your logon fails, check the following:

  Correct logon data, including the system and user.

Check if you can logon from the same client and user, if SAP GUI is installed.

  RFC authorization for the system for that particular user.

For the list of authorization objects required for RFC connection, refer section AccessControl Lists (ACL).

Page 32: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 32/34

4 Application Operation of SAP Easy Document Management

32 January, 2011

  SAP system dumps using ST22 transaction.

Public folder not visible in SAP Easy Document Management System

 All the users should have access to public root folder. If the folder is not visible check user has below authorizations on the public root folder.

  C_DRAW_BGR: This authorization object allows you to limit access to individualdocuments / folders

  C_DRAW_TCD: This object controls which users can process which document inforecords based on document type

  C_DRAW_TCS: This object controls which users can process which document inforecords, based on a combination document type and status.

Missing Authorization Tab

For SAP ERP 2005 and higher versions, the user is provided with the option to hide the

 Authorizations tab in SAP GUI. This can be done using the transaction DCSWITCH.Depending on the ACL FLAG, SAP Easy Document Management will show Authorizationstab in SAP Properties dialog during creation/display/change of documents.

 Note

The authorizations on the document will not be affected if the tab is hidden butconfiguration must be done before hiding the tab.

Missing options synchronize Latest Version/Released/Work Offline in the contextmenu

Some of the functionalities cannot be performed in WTS/Citrix and are not visible in thecontext menu if the SAP Easy Document Management application is launched through

WTS/Citrix.

Systems added in SAP Logon (pad) are not di splayed in SAP Easy DocumentManagement

SAP Easy Document Management reads environment variable SAPLOGON_INI_FILE to getsaplogon.ini or equivalent. The value should be full path including the filename andextension. If this is not set, SAP Easy Document Management uses saplogon.ini  in thewindows directory to load the SAP Logon (pad) related entries. For more information, see

SAP Note 1495193.

PLM Web UI screen is locked after launching from SAP Easy Document Management.

This is due to incompatible java version used for PLM Web UI. For more information, see

SAP Note 1305974.

SAP Logon (pad) pops up on SAP Easy Document Management logon

If you set USE_SAPUI to 1 or 2, the popup appears due to mapping of sapgui.exe to SAPLogon (pad). To disable this behavior you need to set registry key "NoDelegate"(DWORDtype) under HKEY_LOCAL_MACHINE\SOFTWARE\SAP\SAPGUI to 1. For moreinformation, see SAP Note 844095.

Explorer crashes on displaying recursive folder 

This can happen in Vista and above operating systems with default Configurations enabled.To configure Windows explorer to display recursive folder properly you need to navigate tothe registry key

Page 33: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 33/34

4 Application Operation of SAP Easy Document Management

December, 2010 33

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Explorer\Advanced and set the registry “DoNotExpandSingletons”(DWORD type) to 1.

Displays Error message “Function <function name> does not exist“

This is due to a corrupt RFC cache in the client machine. You can reset RFC cache fromSystem tab in Preferences dialog or from Trace Parameter  dialog that can be launched fromLogon dialog on selecting Trace button

4.7 Support Desk Management

Support Desk Management enables you to set up an efficient internal support desk for your support organization that seamlessly integrates your end users, internal support employees,partners, and SAP Active Global Support specialists with an efficient problem resolutionprocedure.

For support desk management, you need the methodology, management procedures, andtools infrastructure to run your internal support organization efficiently.

 4.7.1 Remote Support Setup

SAP support needs to be able to work remotely for highest efficiency and availability.Therefore all required support tools must be remotely accessible for SAP support.

For more information about Remote Support Setup, see the SAP Service Marketplace athttp://service.sap.com/access-support.

 Note

 AppSight is used to analyze customer issues in SAP Easy Document Management.You can download and install this tool from the SAP Service Marketplace.

4.8 Problem Message Handover To send problem messages or tickets relating to SAP Easy Document Management Systemto SAP, you must enter the following information:

  Component CA-DMS-EUI

  SAP system information

  SAP Easy Document Management version information

Page 34: SAP Easy DMS 7

8/20/2019 SAP Easy DMS 7

http://slidepdf.com/reader/full/sap-easy-dms-7 34/34

5 Appendix

5 Appendix

5.1 Related Guides

You can find more information about network security in the Security Guide.

5.2 Related Information

The following table contains links to information relating to the Master, Installation, and Application Operations Guide.

Content Quick Link to the SAP Service Marketplace

(service.sap.com )

Master Guide, Installation Guide andUpgrade Guide

instguides

ibc

Related SAP Notes   notes

Released Platforms   platforms

Network Security   securityguide

network

SAP Solution Manager    solutionmanager