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Full Description
Well-kept records are the key to success—so learn how to maintain yours with Document Management System! Get step-by-step instructions for implementing and configuring DMS in SAP S/4HANA, from using SAP Activate to defining master data. Set up document information records and then see how to structure, distribute, and report on them. Whether you need a system that supports digital signatures, engineering change management, or specialized workflows, this guide has you covered!
Highlights incude: 1) Master data2) Classification3) Document information record (DIR)4) Structuring and distribution5) Digital signatures6) Engineering change management7) Authorizations8) Workflows9) SAP Document Center10) SAP 3D Visual Enterprise Generator11) SAP Activate
Contents
Acknowledgments
Preface
Who Is This Book For?
How This Book Is Organized
Example Scenario
Conclusion
Introduction to Document Management
Digital Asset Repository
Cross-Linking Objects
Collaboration Hub for Business Partners
Manage Documents App
Summary
Configuring Document Management System
Control Data
General Data
Integration with SAP Document Center
Document Distribution
Conversion of Original Application Files
SAP 3D Visual Enterprise Generator
User Exits, BAdIs, and Configuration Object Checklist
Summary
Classification
Classification Overview
Characteristics
Create a Class and Assign Characteristics
Object Dependencies
Assigning a Class to a DMS Document Type
Finding Objects Using Classification
Summary
Document Info Record Management
Creating a Document Info Record
Originals
Classification System and Additional Data
Object Links
Document Browser
Changing a Document Info Record
Display a Document Info Record: Change History
Integrating with SAP ArchiveLink
Version and Part Management
Searching Document Info Records
Additional DMS Functionalities
Manage Documents App
Summary
Structuring, Distribution, Conversion, and Reporting
Document Structuring
Document Distribution
Reporting
Document Conversion
Summary
Digital Signatures
Configuring Digital Signatures
Assigning Digital Signatures to Document Types
Triggering Digital Signatures
Managing Digital Signatures
Application of Digital Signatures in SAP S/4HANA
Summary
Engineering Change Management
Change Master
Change Record
Engineering Record
Management of Changes
Summary
SAP Cloud-Based Document Management Solutions
SAP Document Center
SAP Cloud Platform Document Service
SAP Engineering Control Center
SAP Extended ECM by OpenText
SAP Intelligent Product Design
SAP Innovation Management
Summary
Infrastructure Setup
Content Server Setup
Cache Server Setup
Index Server Setup
Conversion Server
SAP 3D Visual Enterprise Generator
Infrastructure Considerations
Summary
Authorization Management
Defining Security Requirements
Standard DMS Authorization Objects for Document Info Records
Additional Non-DMS Authorization Objects for Classification
Access Control Lists
Summary
Workflows in Document Management System
Defining Workflows and Maintaining Tasks
Creating Container Element
Triggering Event
Setting Up the Workflow Builder
Adding Tasks and Activating the Workflow
Trigger and Test the Workflow
Summary
Implementing Document Management System with SAP Activate
Introduction to SAP Activate
SAP Activate Workstreams
Discover Phase
Prepare Phase
Explore Phase
Realize Phase
Deploy Phase
Run Phase
Summary
The Author
Index
