SAPERION ECM C/ Link for SAP

Transcription

1 SAPERION ECM C/ Link for SAP

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3 Table of Contents Introduction.... Technical Process... Installation and Configuration.... Requirements.... Scope of Delivery.... "SilentFeature.ini"....4 Installation....5 Configuration Index Form....6 Login to SAPERION Configuration SAP System SAP System Maintenance Working with C/ Link...

4 . Technical Process SAPERION ECM C/ Link for SAP Introduction SAPERION C/ Link allows you to archive documents in SAPERION with a SAP object via drag&drop on a desktop link to the SAPERION Rich Client. There is also the option of rendering files into long term formats (TIFF or PDF) before archiving. This document contains the description of how to setup the system for this functionality (SAPERION-side). The second part offers a detailed instruction of how to use C/ Link.. Technical Process By means of this function the user is able to drop a document with SAP-configured file format on a SAPERION C/ Link desktop symbol. Hereby a connection is built to the SAP system and authentication is carried out. The start of the SAP user interface is processed with transaction OAWD by an interactive RFC call. The user then logs onto SAP system out of the SAPERION C/ Link application. SAPERION memorizes the credentials for a specified time defined in the macro in order to avoid repeated input in short period of time. The user selects the SAP business object in the ArchiveLink transaction OAWD. By doing so the unambiguous SAP object (e.g., FI booking voucher) including validation (display of receipt) is selected. Confirming the document archiving the SAPERION index form is opened where the document is previewed in original format or in a rendered format. After the document is checked the user may complete the document archiving process. Installation and Configuration. Requirements The SAPERION C/ Link is based on the Rich Client, therefore the same requirements apply. Basically, ArchiveLink is used in the SAP system in this context. You have to make settings for the transaction OAWD.

5 i Installation and Configuration The SAP user must have rights for executing RFC calls in order to be able to archive via C/ Link.. Scope of Delivery For the use of C/ Link the following listed software components are made available. In the "...\x86\scenario\addon\clink" directory of the SAPERION DVD you will find the following required SAPERION components: DL_CmdLineArchive.bas: BAS-file with starting macro and rendering call. DL_SAP_Credentials.QBE: Login form DL_SAP_Transaction.QBE: Index form with document preview DL_SAP_Credentials.DDC and DL_SAP_Systems.DDC:Database definitions DL_SAP_Systems_i and DL_SAP_Systems_q: Index and query forms for maintenance of the SAP system In the "...\x86\components\saprlinkextension" directory you will find the ZIP-file "Transport RLink Extension SAP ERP 600.zip" which contains the required SAP transport. /SAAG/EXT_CLINK: SAP transport with function group for the import on customer's SAP system.. "SilentFeature.ini" Before installing C/ Link the "Template_SilentFeature.ini" file has to be adapted and renamed into "SilentFeature.ini". This File can be found in the "...\x86" directory. Example [CLIENT] SilentClient=TRUE MMCSnapIns=TRUE SAPERION_PDF=TRUE SAPERION_BLACKICE=TRUE CLIENT=TRUE [CORE_SERVER] S_CORE=<Server name> S_CORE_IP=<IP-address> S_LANGUAGE=German.lng [SYSTEM] KEY=<License key> SERIAL=<Serial no.> [SHORTCUT]

6 .4 Installation CommandLine=archie.exe Cmd_Option=/RunScript:"DL_CmdLineArchive!CmdLineSaveToSAP" Name=SAPERIONClient Parameters of section [Shortcut] Parameter Description CommandLine Name of the SAPERION Client ("archie.exe" as a general rule). Cmd_Option Command line parameter to start the macro for the communication with SAP system. Name Enter any name for the desktop link..4 i Installation In order to be able to install C/ Link you need administrator's rights. The C/ Link installation is only executable via silent installation. Proceed as follows:. Create a new folder in the target installation directory on the server and release it.. Copy the complete folder "x86" from the SAPERION DVD into the newly created directory.. Adapt the "Template_SilentFeature.ini" file as instructed in the chapter before. 4. Create a new installation directory on the client, e.g., named "SAPCLink". 5. Copy the DLLs "librfcu.dll" and "librfc.dll" from "...\x86\program Files\SAPERION\Application" of the SAPERION installation DVD into this directory. 6. Start the installation via command line. Example msiexec.exe /i setup.msi INSTALLDIR="C:\<Installation direcrtory>" SILENT=TRUE /q /l*v C:\myInstallation.log After successful installation the desktop link symbol appears on your workplace (in this example named "SAPERIONClient")..5 Configuration Index Form For each document type you can specify whether a rendering into TIFF or PDF is required. The user is then allowed to check the render result in the preview of the SAPERION index form prior to the final archiving. To render documents the function "Render_OnInitDialog" of the macro "DL_CmdLineArchive.bas" must be defined as OnInit-event of the index form.

7 i Installation and Configuration Please note that the localization of this index form can only be made directly via in the SAPERION forms designer. Here, you have to replace the button text by the text of the required language..6 Login to SAPERION You can configure an automatic login via the properties of the created desktop symbol (e.g., /CurrentUser). If no automatic login has been set, the SAPERION login form appears..7 Configuration SAP System The SAPERION ECM C/ Link is based on SAP ArchiveLink transaction OAWD, therefore the customizing has to be made here. For each content repository defined in SAP which is archiving documents into a separate DDC, an own ArchiveLink protocol has be specified. The protocol contains the DDC name. Alternatively you can also set an index form for the preview of the document and for entering index data before archiving. Especially, when the rendering option is required the index mask is necessary. The following figure illustrates a possible definition of a protocol: files are copied into the database definition SAPCLINK and index form SAPCLINK_I is retrieved when archiving. Fig. : Example configuration SAP system A detailed documentation of protocol customizing can be found in "SAPERION ECM R/ Link"..8 SAP System Maintenance SAP Systems are maintained in the SAPERION C/ Link lookup table SAP_SYSTEMS. For this purpose the appropriate index and query forms ("DL_SAP_Systems_q" und "DL_SAP_Systems_i") are available. Following values for each SAP system must be populated: SID Application Server System number 4

8 .8 SAP System Maintenance Tenant. Working with C/ Link In the following it is described how a file is dropped from explorer on the desktop symbol and then archived as SAPERION document.. Move the adequate document to the desktop symbol with the left mouse button pressed.. By releasing the mouse button the login dialog opens for registration to the SAP system.. Under the "SAP System" tab you can select the appropriate application server. 4. Under the "Credentials" tab, enter your user name and password. 5. Click [OK]. The transaction OAWD opens for the selection of archiving settings. Here, you can choose presettings and probably parameters for the business object. 6. Click on the symbol [Storing for subsequent entry]. The "Storing for subsequent entry" dialog opens. 7. Click on [Green check mark] for confirmation. Optionally you can enter a note in the note text field. Unless it is configured for the selected content repository an index form opens where you can check the (rendered) document and enter additional index data. 5

9 Working with C/ Link 8. Enter the required index data. SAPDOCID is assigned automatically by the SAP system after confirmation by the [OK] button. Closing the SAPERION index form, the SAP system creates a new work item. In the status bar at the bottom left of the SAP user interface the information is displayed. 9. Click now in the "Storing for subsequent entry" dialog the [Cancel] button in order to close the dialog. 0. Terminate the SAP user interface so that the macro could be reinitialized. 6