Document Management with SAP DMS
(Sprache: Englisch)
Managing the creation, storage, and security of documentation is vital to enterprises. This complete and practical resource will guide you seamlessly through SAP DMS for the real world. Project managers, functional users, and consultants will learn...
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Produktinformationen zu „Document Management with SAP DMS “
Klappentext zu „Document Management with SAP DMS “
Managing the creation, storage, and security of documentation is vital to enterprises. This complete and practical resource will guide you seamlessly through SAP DMS for the real world. Project managers, functional users, and consultants will learn everything they need to know to configure and use SAP DMS. With step-by-step instructions and real-world scenarios, this is a must-have book for anyone interested in learning about and creating an efficient, effective document management system using SAP.1. Introduction to DMS
Discover what SAP DMS is, what questions to ask before starting your DMS project, and how to execute basic DMS transactions, such as create, change, and display.
2. Practical Workflow
Create a basic approval workflow, or move on to more complex document workflows with details on how to use BAdIs and user exits.
3. DMS Configuration
Explore SAP DMS configuration with detailed insight on the configuration of process routes, number ranges, lab offices, and more.
4. Integration
Understand the tools for integrating SAP DMS with CAD and Microsoft and explore the benefits and challenges of integration.
5. DMS Expanded
Includes expanded and new coverage of PLM 7.01 and 7.02, including details on SAP Easy DMS, Web UI, and other features and functionality.
Highlights include:
DMS project implementation
Document approval process
Configuration
Infrastructure
SAP DMS architecture
Security and authorizations
Integration with CAD
SAP Easy DMS
BAdIs and user exits
Document hierarchy
Web UI
Galileo Press heißt jetzt Rheinwerk Verlag.
Inhaltsverzeichnis zu „Document Management with SAP DMS “
1. Introduction ... 19
1.1 ... What Is SAP DMS? ... 19
1.2 ... Benefits of SAP DMS ... 20
1.3 ... SAP DMS Project Complexity ... 21
1.4 ... Resources Required for a Project ... 22
1.5 ... How to Use This Book ... 22
1.6 ... A Note on the Availability of SAP DMS ... 23
1.7 ... Summary ... 24
2. Questions to Answer before Starting Your SAP DMS Project ... 25
2.1 ... Defining Which Documents to Manage with SAP DMS ... 25
2.2 ... How Documents Fit Into the Overall Business Process ... 26
2.3 ... How to Search for Stored Documents ... 27
2.4 ... Define the Lifecycle of Documents ... 28
2.5 ... The Change Control Process ... 29
2.6 ... A Formal Approval Process ... 29
2.7 ... Identify Business Roles and Mapping ... 30
2.8 ... Security Requirements ... 30
2.9 ... Defining Which Type of Application Files to Store ... 31
2.10 ... Document Numbering ... 32
2.11 ... Change History Requirements ... 32
2.12 ... Versions and Revisions ... 33
2.13 ... Management of Content Versions ... 34
2.14 ... Searching and Maintenance in Multiple Languages ... 34
2.15 ... Full-Text Search Requirements ... 34
2.16 ... Stored Document Volume and Size ... 35
2.17 ... Locations for Document Creators versus Consumers ... 36
2.18 ... Document Retention Requirements ... 36
2.19 ... Conversion to Neutral Format for Long-Term Retention ... 37
2.20 ... Interface with External Systems ... 37
2.21 ... Data Migration Requirements ... 38
2.22 ... Training ... 39
2.23 ... Organizational Change Impact ... 39
2.24 ... Summary ... 40
3. SAP DMS Step-by-Step Instructions ... 43
3.1 ... SAP DMS Transactions ... 43
3.2 ... Transaction CV01N: Creating a Document Information Record ... 44
3.3 ... Transaction CV02N: Changing a Document Information Record ... 52
3.4 ... Transaction CV03N: Displaying a Document Information Record ... 59
3.5 ... Transaction CV04N: Searching for a Document Information Record ... 62
3.6 ... Additional SAP
... mehr
DMS Functionalities ... 68
3.7 ... Product Structure Browser ... 72
3.8 ... Classification Search ... 75
3.9 ... Document Distribution ... 76
3.10 ... Internal Viewer ... 78
3.11 ... Summary ... 81
4. Configuring SAP DMS ... 83
4.1 ... Questions to Answer before Starting the Configuration ... 83
4.2 ... SAP DMS Configuration in the SAP IMG ... 84
4.3 ... Configuration Steps ... 84
4.4 ... Defining Number Ranges ... 84
4.5 ... Creating Document Types ... 86
4.6 ... Defining Laboratories/Design Offices ... 103
4.7 ... Defining Revision Levels ... 104
4.8 ... Defining Workstation Applications ... 105
4.9 ... Maintain a Default Entry for Frontend Type "PC" ... 111
4.10 ... Start Processing for Documents ... 112
4.11 ... Define Workstation Application for Thumbnails ... 114
4.12 ... Define Profile ... 115
4.13 ... Additional Configuration Items ... 117
4.14 ... Summary ... 117
5. Infrastructure Requirements ... 119
5.1 ... Content Server ... 119
5.2 ... Cache Server ... 122
5.3 ... Index Server (TREX) ... 125
5.4 ... Conversion Server ... 127
5.5 ... Conversion with SAP Visual Enterprise Generator ... 129
5.6 ... Developing Your Infrastructure Architecture ... 131
5.7 ... Summary ... 133
6. SAP DMS Security ... 135
6.1 ... Defining Your Security Requirements ... 135
6.2 ... Standard SAP DMS Authorization Objects ... 136
6.3 ... Additional Non-SAP DMS Authorization Objects ... 145
6.4 ... Use of Access Control Lists ... 148
6.5 ... SAP PLM 7.01: Access Control Management ... 151
6.6 ... Customer-Specific Authorization Checks ... 153
6.7 ... Summary ... 154
7. Frontends to SAP DMS ... 155
7.1 ... WebDocuments ... 155
7.2 ... SAP Easy DMS ... 164
7.3 ... SAP DMS Portal iView ... 175
7.4 ... Summary ... 176
8. SAP PLM 7.02 DMS Web UI ... 177
8.1 ... Introducing the New Web UI for SAP DMS ... 177
8.2 ... Working with the SAP PLM 7.02 DMS Web UI ... 178
8.3 ... Additional Features of the SAP PLM 7.02 Web UI ... 188
8.4 ... SAP PLM 7.02 DMS Web UI Additional Configuration Items ... 197
8.5 ... Summary ... 207
9. Integrating a CAD System to SAP DMS ... 209
9.1 ... Available SAP CAD Integration Interfaces ... 209
9.2 ... Capabilities and Benefits of CAD Interfaces ... 210
9.3 ... SAP CAD Desktop ... 211
9.4 ... Example CAD Integration Scenario ... 213
9.5 ... CAD Data Migration ... 214
9.6 ... SAP Visual Enterprise Tools and CAD Data ... 214
9.7 ... Summary ... 215
10. Simple Document Approval Process using SAP Workflow ... 217
10.1 ... The Workflow Scenario ... 217
10.2 ... Required SAP DMS and Workflow Configuration ... 218
10.3 ... Creating the Workflow Definition ... 218
10.4 ... Execute and Test the Workflow ... 231
10.5 ... Summary ... 233
11. SAP DMS BAdIs and User Exits ... 235
11.1 ... About SAP BAdIs and User Exits ... 235
11.2 ... BAdIs Relevant to SAP DMS ... 237
11.3 ... User Exits Available in SAP DMS ... 251
11.4 ... Enhancement of SAP DMS in PLM 7.01 ... 252
11.5 ... Summary ... 252
12. Conclusion ... 253
12.1 ... SAP DMS: Now You Know It ... 253
12.2 ... The Future of SAP DMS ... 257
12.3 ... Summary ... 257
Appendices ... 259
A ... Glossary ... 261
B ... Review of Menu Items ... 265
C ... The Author ... 271
Index ... 273
3.7 ... Product Structure Browser ... 72
3.8 ... Classification Search ... 75
3.9 ... Document Distribution ... 76
3.10 ... Internal Viewer ... 78
3.11 ... Summary ... 81
4. Configuring SAP DMS ... 83
4.1 ... Questions to Answer before Starting the Configuration ... 83
4.2 ... SAP DMS Configuration in the SAP IMG ... 84
4.3 ... Configuration Steps ... 84
4.4 ... Defining Number Ranges ... 84
4.5 ... Creating Document Types ... 86
4.6 ... Defining Laboratories/Design Offices ... 103
4.7 ... Defining Revision Levels ... 104
4.8 ... Defining Workstation Applications ... 105
4.9 ... Maintain a Default Entry for Frontend Type "PC" ... 111
4.10 ... Start Processing for Documents ... 112
4.11 ... Define Workstation Application for Thumbnails ... 114
4.12 ... Define Profile ... 115
4.13 ... Additional Configuration Items ... 117
4.14 ... Summary ... 117
5. Infrastructure Requirements ... 119
5.1 ... Content Server ... 119
5.2 ... Cache Server ... 122
5.3 ... Index Server (TREX) ... 125
5.4 ... Conversion Server ... 127
5.5 ... Conversion with SAP Visual Enterprise Generator ... 129
5.6 ... Developing Your Infrastructure Architecture ... 131
5.7 ... Summary ... 133
6. SAP DMS Security ... 135
6.1 ... Defining Your Security Requirements ... 135
6.2 ... Standard SAP DMS Authorization Objects ... 136
6.3 ... Additional Non-SAP DMS Authorization Objects ... 145
6.4 ... Use of Access Control Lists ... 148
6.5 ... SAP PLM 7.01: Access Control Management ... 151
6.6 ... Customer-Specific Authorization Checks ... 153
6.7 ... Summary ... 154
7. Frontends to SAP DMS ... 155
7.1 ... WebDocuments ... 155
7.2 ... SAP Easy DMS ... 164
7.3 ... SAP DMS Portal iView ... 175
7.4 ... Summary ... 176
8. SAP PLM 7.02 DMS Web UI ... 177
8.1 ... Introducing the New Web UI for SAP DMS ... 177
8.2 ... Working with the SAP PLM 7.02 DMS Web UI ... 178
8.3 ... Additional Features of the SAP PLM 7.02 Web UI ... 188
8.4 ... SAP PLM 7.02 DMS Web UI Additional Configuration Items ... 197
8.5 ... Summary ... 207
9. Integrating a CAD System to SAP DMS ... 209
9.1 ... Available SAP CAD Integration Interfaces ... 209
9.2 ... Capabilities and Benefits of CAD Interfaces ... 210
9.3 ... SAP CAD Desktop ... 211
9.4 ... Example CAD Integration Scenario ... 213
9.5 ... CAD Data Migration ... 214
9.6 ... SAP Visual Enterprise Tools and CAD Data ... 214
9.7 ... Summary ... 215
10. Simple Document Approval Process using SAP Workflow ... 217
10.1 ... The Workflow Scenario ... 217
10.2 ... Required SAP DMS and Workflow Configuration ... 218
10.3 ... Creating the Workflow Definition ... 218
10.4 ... Execute and Test the Workflow ... 231
10.5 ... Summary ... 233
11. SAP DMS BAdIs and User Exits ... 235
11.1 ... About SAP BAdIs and User Exits ... 235
11.2 ... BAdIs Relevant to SAP DMS ... 237
11.3 ... User Exits Available in SAP DMS ... 251
11.4 ... Enhancement of SAP DMS in PLM 7.01 ... 252
11.5 ... Summary ... 252
12. Conclusion ... 253
12.1 ... SAP DMS: Now You Know It ... 253
12.2 ... The Future of SAP DMS ... 257
12.3 ... Summary ... 257
Appendices ... 259
A ... Glossary ... 261
B ... Review of Menu Items ... 265
C ... The Author ... 271
Index ... 273
... weniger
Autoren-Porträt von Eric Stajda
Eric has over 15 years of industry experience in software programming, project management, and technical and business process consulting services. He was among the original SAP PLM consulting group members based in the Americas, and today is one of the leading platinum-level SAP PLM consultants worldwide. Eric has helped customers find and implement solutions in a variety of industries, including automotive, high-tech, pharmaceuticals, discrete manufacturing, and oil and gas. He is a regular speaker at SAP conferences, including ASUG, SAP Insider, and SAPPHIRE.
Bibliographische Angaben
- Autor: Eric Stajda
- 2013, 2nd ed., 279 Seiten, Maße: 18,4 x 23,6 cm, Gebunden, Englisch
- Verlag: Rheinwerk Verlag
- ISBN-10: 1592298621
- ISBN-13: 9781592298624
- Erscheinungsdatum: 28.06.2013
Sprache:
Englisch
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