Description
Book SynopsisWell-kept records are the key to successso 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
Table of 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
