EMC Documentum Content Services for SAP

Transcription

1 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide P/N Rev A01 EMC Corporation Corporate Headquarters: Hopkinton, MA

2 Copyright EMC Corporation. All rights reserved. Published September 2007 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. THE INFORMATION IN THIS PUBLICATION IS PROVIDED AS IS. EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. For the most up to date listing of EMC product names, see EMC Corporation Trademarks on EMC.com. All other trademarks used herein are the property of their respective owners.

3 Table of Contents Preface... 7 Chapter 1 Introducing Content Services for SAP Overview Content Services for SAP architecture Supported SAP document formats SAP and Content Services for SAP terms Chapter 2 Configuring the ArchiveLink Interface for Content Services for SAP Overview oac0 Defining a logical ArchiveID oag1 Configuring basic settings oanr Configuring number ranges oaqi Creating queues oaat Scheduling jobs spad Configuring optical archives as output devices sm50 Verifying spool processes sole Maintaining OLE applications oaa4 Maintaining applications and configuring communications protocol Special protocols Protocol for anonymous logins Protocol for the SAP Inline Print List viewer Protocol for HTTP display Chapter 3 Customizing SAP Document Classes oac0 Configuring content repositories sm59 RFC destination archives sm59 Testing connections oac2 Defining document types oac3 Defining links ALF Reports/Print Lists Testing archiving reports Deleting archived and linked documents Customizing FAX scanned documents oaws Settings Optional for SAP workflow Optional for barcode OAC5 Bar Code Settings EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 3

4 Table of Contents Testing scanning documents Chapter 4 Creating Custom BAPIs Chapter 5 Configuring the DMS Interface for the Manage and View Components Configuring the Manage component Configuring the Manage and View components Opening the Document Management Control Data window Configuring Document Management Control data Defining number ranges for document numbers Defining document types Defining and maintaining object link descriptions Configuring general data Defining Data Carrier and Data Carrier Types Defining external DMS Defining data carrier type server, front end Identifying front end computers Defining workstation application Defining workstation applications in network Maintaining CAD systems Configuring CAD integration Configuring general data sub levels Defining functions Allocating field sets Defining field sets (CAD > SAP) Chapter 6 Configuring SAP for PP PI Configuring the Process Instruction category Defining Process Instruction category DCTM Configuring the Characteristics/Process Instruction category EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

5 Table of Contents List of Figures Figure 1. Content Services for SAP and SAP EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 5

6 Table of Contents List of Tables Table 1. Terms and definitions Table 2. Field descriptions of change output device screen Table 3. Field descriptions of change output device screen Table 4. Field descriptions Table 5. Field descriptions Table 6. Field descriptions Table 7. Field descriptions Table 8. Field descriptions Table 9. Field descriptions Table 10. Field descriptions Table 11. Field descriptions Table 12. Field descriptions of New Entries table Table 13. Number ranges Table 14. Field descriptions Table 15. Object Link descriptions Table 16. Function values Table 17. CAD field sets Table 18. Field descriptions EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

7 Preface Purpose of this guide This guide explains how to configure SAP to use EMC Documentum Content Services for SAP 6.0 (CS for SAP 6.0 or Content Services 6.0). This guide provides task based instructions for configuring SAP, so that SAP works together with Content Services. Intended audience In order to address the manuals to the correct audience, the roles of the users of the manuals have been defined as follows: System Administrator This role covers users who install and configure Content Services for SAP. The Content Services for SAP application integrates EMC Documentum and the SAP R/3 system. Therefore, system administrators must have experience with the software products listed in the EMC Documentum Content Services for SAP Release Notes. Content Services Administrator This role covers users who manage Content Services using WebAdmin. Document Controller This role covers those who release documents to SAP and maintain the links to those documents. Capture Operator This role covers users who scan documents and create links to the appropriate records in SAP. Standard User This role covers users who view documents using SAPGUI and the View component of Content Services. This manual is intended for system administrators. Revision history This section contains a description of this document s revision history. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 7

8 Preface Revision history Revision date September 2007 Description Initial publication of document for Content Services for SAP 6.0. Typographic conventions This guide uses the following text conventions. Typographic conventions used in this guide Convention Description > Represents a pop up or pull down menu. <Text enclosed within angle brackets> Information in this font Represents a variable name for which you must provide a value, or a defined term. Represents code samples, user input, and computer output. [] square brackets Used in method command syntax specifications, square brackets indicate an optional argument. {} curly brackets Used in method command syntax specifications, curly brackets indicate an optional argument that can be repeated more than once. Related documentation This manual forms part of a documentation suite designed to support those who install, configure, and use Content Services for SAP. The product and documentation suite can be found on EMC Powerlink, located at: From Powerlink, you can download the latest version of Content Services for SAP and the related documentation suite. To access the contents in Powerlink, you will need to provide the login credentials assigned to you when you first applied for access. Note: Your login ID, by default, is your address. If you cannot locate your password, use the password finder at the bottom of the login page. If you re accessing Powerlink for the first time, you will need to apply for access and obtain a user name and password. 8 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

9 Preface Content Services for SAP documentation suite Title Description Target role Content Services for SAP Release Notes Content Services for SAP Installation Guide Configuring SAP R/3 for Content Services for SAP Provides an overview of new and amended features, known bugs, limitations, miscellaneous technical notes, and documentation correctness and clarifications. Provides the procedures for installing Content Services. Describes the configuration tasks that need to be performed in SAP so that SAP can communicate with Content Services. Standard User, System Administrator, System Administrator (SAP), and Content Services Administrator System Administrator System Administrator (SAP) Content Services for SAP Administration Guide Content Services for SAP User Guide Describes how to configure Content Services using the WebAdmin tool. Describes how SAP users view documents. Content Services Administrator Standard User Note: Content Services extensively uses the SAP ArchiveLink component. Refer to your SAP ArchiveLink documentation for information on how you can perform advanced tasks. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 9

10 Preface 10 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

11 Chapter 1 Introducing Content Services for SAP Overview The EMC Documentum Content Services for SAP application integrates the Documentum content management system with the SAP R/3 system. It is an interface to the SAP R/3 system based on SAP standard Document Management System (DMS) and ArchiveLink interfaces. Content Services for SAP provides the following functionalities: Enables users to easily access and display documents stored in a Documentum repository from a variety of SAP modules. Links documents stored in Documentum to a variety of SAP documents. Archives SAP data, reports, and documents through ArchiveLink certified interfaces in Documentum. Stores and manages reports and outgoing documents in Documentum. This chapter covers the following topics: Content Services for SAP architecture, page 12 Supported SAP document formats, page 14 SAP and Content Services for SAP terms, page 14 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 11

12 Introducing Content Services for SAP Content Services for SAP architecture Figure 1. Content Services for SAP and SAP Content Services for SAP consists of the following components: Agent services A server component that allows you to automate the linking between SAP objects and documents, as well as maintain those links. This substantially improves productivity, information integrity, and information availability. Capture Enables you to scan documents, store the images in a Documentum repository, and create a link to the appropriate transaction documents in SAP. Once this link is created, the document is accessible from SAPGUI, the SAP client interface. The Capture component is part of Documentum integration to ArchiveLink. 12 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

13 Introducing Content Services for SAP Manage Enables you to release Documentum documents to SAP, and to maintain those released documents. View Enables you to view released Documentum documents from inside SAP. The View component supports the following operating systems: Windows 2000 Windows XP Windows 2003 The View component must be installed on every client computer that needs to access reports, drawings, and other documents stored in a Documentum repository. Rendition Services Built in filters that provide the following renditions: PDF rendition ASCII text rendition HTML rendition When one of these built in filters is used, the appropriate document rendition is generated when the Print List is archived in the repository. Note: This component is only relevant when your environment includes parallel installations of Content Services for SAP and Archive Services for SAP. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 13

14 Introducing Content Services for SAP WebAdmin An administrative console that allows you to: Perform archiving services. Note: Your environment should have coexisting installations of Content Services for SAP and Archive Services for SAP in order to leverage these services. Using WebAdmin, you can perform the following archiving services: Create, configure, and manage archives. Manage certificates for the archive. Create repository connections for Content Services. Create workflows and associate the same with archived documents. Configure document archival for Content Services. Perform DMS related services. You can: Configure batch jobs for linking and replication tasks. Schedule and manage the execution of linking and replication jobs. Note: The EMC Documentum Content Services for SAP Release Notes provides detailed information about specific OS versions and supported software environments. Supported SAP document formats Documentum supports the following SAP document classes/formats: Incoming or scanned documents (FAX class, Tiff format) Outgoing documents (OTF class, PDF format) Archived data (REO class, REO format) Reports or print lists (ALF class, ALF format) SAP and Content Services for SAP terms This section presents terms and definitions used in this guide. 14 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

15 Introducing Content Services for SAP Table 1. Terms and definitions Term Content Services for SAP HTTP Archiving Server ArchiveLink WebAdmin Definition Product that connects Documentum to and from SAP. Server component that, using an HTTP connection to SAP, enables you to archive reports, data, incoming and outgoing documents from SAP to the Documentum repository. Archiving Server is a J2EE Web application based on the SAP ArchiveLink interface. The archived reports and documents can later be retrieved and viewed through SAPGUI and Documentum clients. Cross functional interface that is part of the SAP Basis System. ArchiveLink handles storing and retrieving documents and data to and from a repository external to SAP. An administrative console that allows you to: Perform archiving services. Note: Your environment should have coexisting installations of Content Services for SAP and Archive Services for SAP in order to leverage these services. Using WebAdmin, you can perform the following archiving services: Create, configure, and manage archives. Manage certificates for the archive. Create repository connections for Content Services. Create workflows and associate the same with archived documents. Configure document archival for Content Services. Perform DMS related services. You can: EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 15

16 Introducing Content Services for SAP Term Capture Capture Import SAP DMS SAP PLM SAP Master Record SAPGUI Definition Configure batch jobs for linking and replication tasks. Schedule and manage the execution of linking and replication jobs. Scanning module for Documentum and SAP that is part of the Content Services for SAP suite. Module that allows you to import scanned documents (or other documents) to SAP using the SAP ArchiveLink front end interface. This module is used with third party scanning applications like EMC Captiva InputAccel. The import module is part of the same application as Content Services Capture. The Content Services Capture can operate in two different modes (scan and import). Document Management System that is part of the SAP Basis System. Presents a logical layer to integrate with external systems like AutoCAD or Documentum. Not directly related to ArchiveLink. Product Life Cycle Management (PLM). SAP PLM provides an integrated environment that ensures all personnel involved in product development, manufacturing, and service have quick and secure access to current information. It provides a set of BAPI calls that can be used by external systems like Documentum. A set of master data, such as customer or vendor data, which is used in the creation of SAP documents. SAP graphical user interface. Graphical menu/screen tool that connects a client to the SAP server. 16 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

17 Introducing Content Services for SAP Term Original document SAP document Definition Paper based version of a document. Example 1 1. An invoice can consist of two sheets of paper received from a supplier. Paper documents are scanned in and stored as electronic documents in EMC Documentum. An electronic transactional record of header data and line items in SAP. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 17

18 Introducing Content Services for SAP 18 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

19 Chapter 2 Configuring the ArchiveLink Interface for Content Services for SAP Overview You can store and retrieve documents, reports, and data through SAP ArchiveLink and DMS interfaces. Once a document is released to Documentum, it is accessible from SAPGUI (the SAP client interface). It is also accessible from a Documentum Client such as Webtop. Prior to running the Content Services, the SAP R/3 system must also be configured. This chapter describes how to configure your R/3 ArchiveLink and other related transactions through SAPGUI and the R/3 system. Note: The configuration steps often reference direct transaction codes. These codes allow you to navigate directly to the correct configuration screen. Most of the system configuration is performed in the SAP Implementation Guide for R/3 customizing (IMG). You can navigate to this screen using the following transaction code: spro. When configuring Archive Services, you can configure either an HTTP based Archive Server or an RFC (Remote Function Call) Archive Server. Note: Documentum recommends that all new installations be based on the HTTP based Archive Server. The primary reason is that SAP will focus future development at the HTTP based archive protocol. The configuration steps are different for RFC and HTTP based archiving. Configuration steps have been marked as being relevant only to RFC or HTTP based archiving. The various configuration tasks that you have to perform are described in the following sections: oac0 Defining a logical ArchiveID, page 20 oag1 Configuring basic settings, page 20 oanr Configuring number ranges, page 21 oaqi Creating queues, page 21 oaat Scheduling jobs, page 22 spad Configuring optical archives as output devices, page 22 sm50 Verifying spool processes, page 25 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 19

20 Configuring the ArchiveLink Interface for Content Services for SAP sole Maintaining OLE applications, page 25 oaa4 Maintaining applications and configuring communications protocol, page 27 oac0 Defining a logical ArchiveID Note: The name of the logical ArchiveID must be the same as the ArchiveID created using WebAdmin, as described in the EMC Documentum Content Services for SAP Administration Guide. To define a logical ArchiveID in SAP: 1. Execute the following transaction in the transaction code field: oac0 2. In the Display Content Repositories: Overview page, click on any content repository (specifically whose Storage type is HTTP content server. 3. In the Display Content Repositories: Detail page, click the Display/Change icon The Copy as... button is now enabled. 4. Click the Copy as... button. 5. Edit the Content Rep. field so that iti s the same as ArchiveID created using WebAdmin, as described in the EMC Documentum Content Services for SAP Administration Guide). 6. In the Transfer drctry field, enter the directory path where SAP can write the Print List until it is in the Storage Queue. 7. In the HTTP Server field, type your system name. Note: Type the IP address of your system in this field. 8. In the HTTP Script field, type the following: /<virtual_directory>/archivelink/<name of repository> <virtual_directory> refers to the AS SAP virtual installation directory. 9. To save the logical ArchiveID configuration, select Content Repository > Save. oag1 Configuring basic settings You must define the basic settings for ArchiveLink. To configure the basic settings: 1. Execute the following transaction in in the transaction code field: 20 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

21 Configuring the ArchiveLink Interface for Content Services for SAP oag1. 2. Ensure that the Deactivate Print List Management in DMS box is checked. 3. Save your changes. oanr Configuring number ranges You must configure the number ranges for ArchiveLink. To configure the number ranges: 1. Execute the following transaction in the transaction code field: oanr. 2. To edit the configuration, click on the Intervals button (marked with a pencil). The Display Number Range Intervals window opens. 3. Configure the Number Range 01 with default values. 4. Save your changes. oaqi Creating queues When Print Lists are archived, the SAP print spooler puts the document into the asynchronous queue. The scheduler then picks up the document and sends it to the archive. The queue serves as a buffer for everything sent to an SAP archive. Other queues are used for outgoing documents and barcodes. These queues can be seen on the ArchiveLink Monitor screen (transaction code: oam1). If this screen shows the word MISSING instead of zeros, you must create queues and specify an administrator. Define an SAP user with the proper ArchiveLink administrator profile as the administrator for this queues. Defining an administrator will automatically create the queues. Check that the queues have been created by reviewing transaction oam1. To create queues: 1. Execute the following transaction in the transaction code field: oaqi The SAP ArchiveLink: Create All Queues (CFBC, CARA, CGDA) screen appears. 2. Fill in all the options with x. 3. Enter a valid SAP login name in the Queue Administrator field. 4. Choose Program>Execute. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 21

22 Configuring the ArchiveLink Interface for Content Services for SAP 5. Click Cancel to exit this window. oaat Scheduling jobs The SAP schedule job periodically checks the output queue and sends all the items in the queues to the archive. You must configure the schedule job to successfully archive documents to an SAP archive. To schedule a job: 1. Execute the following transaction in the transaction code field: oaat 2. Create a new job. 3. Enter the following in the ABAP Program field: ILQBATCH 4. To verify that there are no errors, click Check. 5. Save your changes. 6. Click Back to return to the Define Background Job window. 7. Click the Start Date button. 8. Set Start Time to Immediate. 9. Select the Periodic Job checkbox. 10. Click Period Values and specify an interval such as 20 minutes. This value should be determined by the following factors: Frequency of archival. Time taken to archive your largest document; for example, your largest Print List. 11. Save your changes. 12. Click Exit. spad Configuring optical archives as output devices An output device is the driver software for the logical output device which archives documents using the ArchiveLink interface. To correctly archive a document to SAP, you must define the output device as an optical archive. Configuring an output device 22 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

23 Configuring the ArchiveLink Interface for Content Services for SAP includes defining the type, the device, the spool server, and so on. There should be only ONE ARCH device; therefore, prior to defining a device with the ARCH short name, you should delete any existing ARCH devices such as ARCHIXOS. To configure an optical archive as the output device: 1. Start SAPGUI and connect to your R/3 server. 2. Execute the following transaction in the in the transaction code field: spad. 3. Click Output Devices. 4. Click the pencil button to edit settings. Note: You can only have one printer and that printer must be named ARCH. If you are already using a printer named ARCH you can either delete it or using the existing ARCH device. 5. In case ARCH already exists, select device ARCH and click Delete. 6. Click the New Entries button to create a new output device. The Change Output Device screen appears. 7. Fill in the fields listed below: Table 2. Field descriptions of change output device screen Field name Output Device Short Name Device Type Spool Server Device Class Type Access Method Fill Location Fill Message Fill Value ARCHIVE ARCH ARCHLINK Select spool server from drop down list. Usually there is only one spool server listed A, for archive program I, for archive service Archive ArchiveLink Device 8. Click Enter. The dialog box changes. 9. Save your changes. For this version, you will need to enter additional information after you have configured your archives. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 23

24 Configuring the ArchiveLink Interface for Content Services for SAP 10. Execute the following transaction in the in the transaction code field: oac0 11. Click the pencil button to edit the settings. 12. Click New entries. The Maintain View for Archive Device screen appears. 13. Fill in the ArchiveID you plan to use for Print lists. For example, AA. 14. Type ARCH into the Output Device field. Repeat steps 13 and 14 for each archive. 15. Save your changes. The archive device name changes from ARCH to Archive device. To configure an optical archive as the output device for the Documentum installation: 1. Execute the following transaction in the transaction code field: spad 2. Click Output Devices. 3. Click the pencil button to edit settings. Note: You can only have one printer and that printer must be named ARCH. If you are already using a printer named ARCH you can either delete it or using the existing ARCH device. 4. In case ARCH already exists, select device ARCH and click the Delete button. 5. To create a new output device, click New Entries. The Change Output Device window opens. 6. Fill in the fields listed below. Table 3. Field descriptions of change output device screen Field name Host Printer Device Class Access Method to Host Spool Device Type ARCHLINK Spool Server Value a A I SAP ArchiveLink Archiver Select spool server from drop down list. 7. Click Enter and the dialog box changes. 24 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

25 Configuring the ArchiveLink Interface for Content Services for SAP 8. Save your changes. sm50 Verifying spool processes Content Services uses the standard SAP print spooler to send reports to the ArchiveLink queue. To successfully archive a document, the print spooler must be running. To verify if a spool process is running: 1. Execute the following transaction in the transaction code field: sm50 2. Verify that a process named SPO is waiting or running. If you do not have a spool process running, contact your SAP system administrator. Starting a spool process usually involves restarting the SAP server. sole Maintaining OLE applications You must configure the OLE communications so that Content Services and SAPGUI can communicate with each other. OLE allows SAPGUI to display stored documents and to read the list of scanned documents in Content Services Capture s linking queue. To configure OLE communication for Content Services Capture for 4.X: 1. Start SAPGUI. 2. Execute the following transaction in the transaction code field: sole The Maintenance View for OLE Applications screen opens. 3. To configure Content Services Capture OLE communication, click the Edit button. 4. Click New Entries to create a new entry for a supported OLE application. 5. Enter the OLE application, click Enter, then double click the selected entry. The Details screen opens. 6. Fill in the fields listed below. Table 4. Field descriptions Field name OLE Application Value DOCLINKSCAN.DOCUMENT EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 25

26 Configuring the ArchiveLink Interface for Content Services for SAP Field name CLSID Type Info Key Language Text Value {135C6154 BFC0 11D0 B569 00C04FD88E1E} NO_TYPELIB EN [English] Documentum Content Services Capture 7. Save your changes. 8. Click Back to return to the main OLE configuration screen. 9. Click Edit again to configure another Content Services OLE communication. 10. Click New Entries to create a new entry for a supported OLE application. 11. Click Enter, then double click the selected entry. The Details screen opens. 12. Fill in the fields listed below. Table 5. Field descriptions Field name OLE Application CLSID Type Info Key Language Text Value DMVIEW.DOCUMENT {B8192AB0 DB3A 11D A8A8D} NO_TYPELIB EN [English] Documentum Content Services View Enter the above information exactly as it is displayed, leaving the other fields blank. 13. Save your changes. 14. Execute the following transaction in the transaction code field: soli. The Type Info Loaded screen opens. Both the OLE applications you configured in the previous steps should be listed. 15. To load the configuration, double click each new entry DMVIEW.DOCUMENT and DOCLINKSCAN.DOCUMENT. 16. Check to see if you configured these items correctly: a. A list of 32 items (NO_TYPELIB) displays if you configured these items correctly. b. If nothing opens: Click the Change Language button (either on a menu or right click the item). 26 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

27 Configuring the ArchiveLink Interface for Content Services for SAP Select EN for English and then click Execute. Repeat steps Note: You must see the 32 lines of NO_TYPELIB for the OLE to work. oaa4 Maintaining applications and configuring communications protocol Complete the following procedure to map the OLE 2 methods just defined under SOLE that are called when a document is archived from Content Services Capture or when a document is displayed. The OLE 2 methods are assigned when the archive is configured via PROTOCOL. Each pair of document type and SAP object type maps to an archive. For example, when a document is archived, the document type and object type point to an archive. The archive in turn is configured to use a certain protocol. From the protocol the SAPGUI determines how documents are to be scanned and viewed through OLE. To configure applications maintenance and the communications protocol to associate the correct OLE 2 method to an SAP archive: 1. Execute the following transaction in the transaction code field: oaa4. A window opens, listing the available applications configured for your SAP system. 2. Choose Application Create. The Application Maintenance dialog opens. 3. Type DCTM in the Application field and click Back. DCTM is added to the list of available applications in the Applications Maintenance window. 4. Select DCTM in the Applications list (usually by double clicking). 5. Select Displayed Stored Document (usually by double clicking). 6. Fill in the following information: Application: DMVIEW.DOCUMENT Table 6. Field descriptions Radio button S M G G Command @ETX=ERRORTEXT EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 27

28 Configuring the ArchiveLink Interface for Content Services for SAP 7. Ensure that the Release generated object after call box is checked. 8. Return to the previous window and select Archive From Frontend (usually by double clicking). 9. Fill in the following information: Application: DOCLINKSCAN.DOCUMENT Table 7. Field descriptions Radio button M G G G @DID=DOCID 10. Ensure that the Release generated object after call box is checked. 11. Return to the previous screen and save your configuration. 12. Display the changes made to transaction oaa4 and be sure that Display Stored Document and Archive From Frontend show Maintained. 13. Execute the following transaction: oa3. You should see a screen for SAP ArchiveLink: Communications interface administration. 14. Choose Create. The New Protocol dialog box opens. For example, you may wish to define the protocol name as CONSVC53SP1 for Content Services for SAP 5.3 SP Enter the appropriate version of the protocol as follows: RFC based archiving version 0031 HTTP based archiving version 0045 Note: You may need a protocol for each type if you plan to use RFC and HTTP archiving for example, ECONRFC and ECONHTTP. 16. Save your changes. The Overview of a Protocol window opens, displaying your newly defined protocol. 17. Select Display Stored Document (usually by double clicking). The Overview of a Protocol window opens showing a list of document classes. 18. Select the * row which indicates all document classes. 19. Click the pencil button. The Overview of a Protocol dialog box opens. 28 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

29 Configuring the ArchiveLink Interface for Content Services for SAP 20. Type OPEN in the Communication Type field to view linked documents through desktop applications. If HTTP archiving is used, the Communication Type HTTP can also be selected here to view linked documents directly in SAPGUI. 21. Press Enter. 22. Type DCTM in the Application field, and click Continue. 23. Save your changes. You are returned to the Overview of a Protocol window. Note: This Protocol defines what method SAP will use to display an object. The DCTM application requires Content Services View to be installed on all PC s that want to display Print lists (for other options look under SPECIAL PROTOCOLS). In this case the Web Admin Client has to be configured to make sure the Best Format sap_print_list is at the top of pdf and html. This is not required if PDF or HTML renditions are not created. See Content Services for SAP Administration Guide. 24. Double click Archive from frontend. 25. Select the document class * and double click. The Overview of Protocol dialog box opens. 26. Type OPEN in the Communication Type field. 27. Press the [Enter] key. 28. Type DCTM in the Application field, and click Continue. 29. Save your changes. If you repeat steps 18 and 23, you should see that the * document class and the ALF document class are indicated as Maintained Explicitly. All other document classes should be indicated as Not Maintained Explicitly. Special protocols You have options for special use protocols which are configured slightly different from the standards described above. Anonymous login allows your name and password to be provided each time a login would normally be required. Another option is that you may wish to have Print Lists displayed in the native proprietary format from SAPGUI instead of viewing them using Documentum renditions as described above. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 29

30 Configuring the ArchiveLink Interface for Content Services for SAP Protocol for anonymous logins To create a protocol for anonymous logins: 1. Fill in the following information: Application: DMVIEW.DOCUMENT Table 8. Field descriptions Radio button S S M G G Command USER=<username> @ETX=ERRORTEXT 2. Ensure that the Release generated object after call checkbox is selected. Then continue with the next procedure. To create a protocol for anonymous capture logins: 1. Fill in the following information: Application: DOCLINKSCAN.DOCUMENT Table 9. Field descriptions Radio button S S S S S S M G G G Command DOCBASE=<repository> USER=<username> PASSWORD=<password> DOMAIN=<domain> CLIENT=<client> @DID=DOCID 2. Click Continue. 30 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

31 Configuring the ArchiveLink Interface for Content Services for SAP 3. Ensure that the Release generated object after call checkbox is selected. Then continue with the next procedure. Protocol for the SAP Inline Print List viewer SAP R/3 includes a Print List viewing feature that allows you to view saved Print lists with SAPGUI in their native ALF format. To enable SAPGUI viewing you must configure the protocol to support the viewer. Note: If you convert Print List to PDF with renditioning, they can be viewed and annotated without SAPGUI. To configure the Print List viewer to display the Print Lists in SAPGUI: 1. Choose Create. The New Protocol dialog box opens. For example, you may wish to define the protocol name as ECONALF for Content Services for SAP with ALF viewer. 2. Enter the appropriate version of the protocol as follows: RFC based archiving version 0031 HTTP based archiving version 0045 Note: You may need a protocol for each type if you plan to use RFC and HTTP archiving for example, ECONRFCA and ECONHTTPA. 3. Save your changes. The Overview of a Protocol window opens, displaying your newly defined protocol. 4. Select Display Stored Document (usually by double clicking). The Overview of a Protocol window opens showing a list of document classes. 5. Select the * row which indicates all document classes. 6. Click the pencil button. The Overview of a Protocol dialog box opens. 7. Type OPEN in the Communication Type field. 8. Press Enter. 9. Type DCTM in the Application field, and click Continue. 10. In the Overview of a Protocol window showing the list of document classes, select the ALF document class. 11. Click the pencil button. The Overview of Protocol dialog box opens. 12. Type R/3 in the Communication Type field then press the Enter. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 31

32 Configuring the ArchiveLink Interface for Content Services for SAP No application is entered here. 13. Save your changes. You are returned to the Overview of a Protocol window. If you repeat steps 4 and 11, you should see that the * document class is Maintained Explicitly as well as the ALF document class. All other document classes should show Not Maintained Explicitly. Protocol for HTTP display To create a protocol for HTTP display: Fill in the following information: Application: DMVIEW.DOCUMENT Table 10. Field descriptions Radio button S M G G Command @ETX=ERRORTEXT 32 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

33 Chapter 3 Customizing SAP Document Classes This chapter describes how to archive document classes from SAP. The customization of each SAP setup is different depending on which document class the archived document belongs to. The document classes are: ALF FAX OTF REO For all classes you must configure a minimum of: OAC0 OAC2 OAC3 Plus any specific customizations. These customizations are described in the following sections: oac0 Configuring content repositories, page 34 sm59 RFC destination archives, page 36 oac2 Defining document types, page 39 oac3 Defining links, page 39 ALF Reports/Print Lists, page 40 Deleting archived and linked documents, page 42 Customizing FAX scanned documents, page 43 Testing scanning documents, page 45 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 33

34 Customizing SAP Document Classes oac0 Configuring content repositories SAP allows you to define a content repository (previously known as a logical archive). This content repository is mapped to a Documentum archive using WebAdmin. The Documentum archive links to a set of rules such as content folders, Documentum document types, and so on in the Documentum repository. Store each document type in a separate archive. Using WebAdmin, you must create a matching archive for each ArchiveID defined in SAP. This ArchiveID defines what actions (types, folders, retention, and so on) are applied on a SAP document when it is archived. The following sections explain how to create an archive in SAP for each represented document class. When configuring Archives, you can configure either an HTTP based Archives or RFC (Remote Function Call) Archives. The configuration steps differ between RFC and HTTP based archives. The configuration steps below have been listed as being relevant only to RFC or HTTP based archiving. Note: Documentum recommends that all new installations be based on the HTTP based Archive Server. The primary reason is that SAP will focus future development at the HTTP based archive protocol. However legacy RFC archives are still supported. To define a SAP content repository (archive): 1. Execute one of the following transactions: oac0 2. Select SAP Reference IMG from the menu bar. The IMG window opens. 3. Navigate to Basis Components>Basic Services>SAP>ArchiveLink>Basic Settings>Maintain content repositories. 4. Click the pencil button to edit the table. 5. Click New Entries. 6. Select Full administration. The Change Content Repositories window opens. 7. Fill in the following information in the Change Content Repositories window. Table 11. Field descriptions Field name Content rep Description Storage Type Value Specify a two letter archive name. For example, AA Meaningful name. For example, SAP Print Lists (AA) Select HTTP or RFC 34 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

35 Customizing SAP Document Classes Field name Protocol Version No. Output Device Value Previously configured protocol for HTTP or 0031 for RFC ARCHIVE 8. For HTTP or RFC based archiving, type appropriate values in the following fields: For HTTP based archiving: HTTP server Type the hostname or IP address of the Archive Services host. If you use a server name here, ensure that you can ping the server by name from the SAP server. Port Number Type the port number being used (default is 80). When using a default Tomcat configuration, this value is usually HTTP Script Type the following value in this field: <virtual directory>/archivelink/ <repository> <virtual directory> is the directory on which the software is installed. where <repository> is the name of the repository into which you will be archiving content. You must configure a corresponding archive in the Archive Services, using WebAdmin. Basic path Type the file system path to the location where SAP will put archived documents to be picked up by Archive Services. Arch path Usually, the same as the Basic path. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 35

36 Customizing SAP Document Classes For RFC based archiving: RFC destination Type the RFC destination that you created previously. Refer to sm59 RFC destination archives, page 36. Basic path Type the file system path to the location where SAP will put archived documents to be picked up by Archive Services. Arch path Usually, the same as the Basic path. Repeat this procedure to define additional archives. You may use this procedure to define any EMC Documentum archives in SAP. sm59 RFC destination archives This section applies to RFC archiving only. The SAP server considers Content Services for SAP an external RFC service or RFC destination. The destination is identified with a symbolic name that was configured in Documentum during the Content Services Archive Service installation. The name of the RFC destination must be unique for each repository/sap client connection and identical in the Content Services Archive Services and WebAdmin configurations. To configure the RFC destination: 1. Start SAPGUI and connect to your R/3 server. 2. Execute the following transaction: sm59 3. Select the folder icon labeled TCP/IP connections. 4. Click Create. 5. Type in a name for the RFC destination. Use the naming conventions that uniquely identify Documentum Content Services Archive connections, such as <DCTMHOSTNAME>_<SAPSYSID_CLIENT>. You must use the same destination name configured in the WebAdmin. Note: It is important that an exact match is made for the RFC connection to communicate. The ID is case sensitive and should not contain any spaces. 6. Type T in the Connection Type field. This specifies a TCP/IP connection. 36 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

37 Customizing SAP Document Classes 7. Leave the Login parameters field blank. 8. Enter a description in the Description field. 9. Press Enter. 10. Click Registration. START is not correct here and will invalidate the program ID entry. 11. Copy the RFC destination name into the Program ID field. Documentum recommends that you copy and paste the name between WebAdmin and transaction code sm59 because the value of this field must correspond to the configuration parameter RFC Program ID in the WebAdmin ArchiveLink configuration tab RFC destination parameter RFC Program ID. If you have not yet installed Content Services, you will need to make a note of this value so that you can configure your RFC destination in Content Services WebAdmin, and when the RFC services are installed on the Content Services host server. This value must be unique for each repository/sap client connection which is why the RFC destination name <DCTMHOSTNAME>_<SAPSYSID_CLIENT> is recommended. If two Content Services archive processes register under the same ID or name the second one connected receives all requests from SAP. The first process will not receive an error message so it will wait indefinitely for RFC requests that never come. 12. Save your changes. 13. Click Back to exit. You return to the RFC Destination window. 14. Verify that the parameters have not changed. This is a check to make sure the save operation succeeded. 15. Run the test described in sm59 Testing connections, page 37. sm59 Testing connections You must have created SM59 RFC destination, WebAdmin RFC config, and Content Services RFC services using the Content Services installation program and started with the SHARE user ID, as described in the EMC Documentum Content Services for SAP Installation Guide) before you begin this procedure. Note: Content Services for SAP does not include the RFC archiving services component; this component has been moved to Archive Services for SAP 5.3 SP3. The instructions contained in this section are relevant only if you have parallel installations of Content Services for SAP 5.3 SP3 and Archive Services for SAP 5.3 SP3 in your environment. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 37

38 Customizing SAP Document Classes To test the ArchiveLink RFC connection to Content Services archive: 1. Switch on debugging before processes or services are started the first time by setting the debug level: For Microsoft Windows NT, in the registry: Set HKEY_LOCAL_MACHINE\SOFTWARE\Documentum\Doclink\ Archive\Docbase\<Name_Of_Repository> to 3. For UNIX, in the dmal.ini file: Set the debug level to Start your Content Services services or processes. 3. Start SAPGUI and connect to your R/3 system. 4. Execute the following transaction: sm59. A new window opens, listing the folder hierarchy. 5. Click on the plus symbol in front of the folder labeled TCP/IP Connections. A list of all RFC destinations opens. 6. Double click on the RFC destination that links SAP to the repository using Content Services. 7. Click Test Connection. A message appears on the status bar, stating that the connection is OK. A new window opens, displaying some performance figures (similar to ping). 8. Verify the connection by checking the Content Services log files. The following entries should appear in the log file on the Content Services server which may be located in C:\temp\dmalaxxxxxx.log: : >>> SAP open >>> Running RfcEnvironment >>> Running RfcInstallFunction >>> SAP event handler ok, entering event loop... >>> Calling RfcDispatch... >>> RfcDispatch returned 0 >>> Calling RfcDispatch... >>> RfcDispatch returned 0 >>> Calling RfcDispatch... >>> RfcDispatch returned 0 >>> Calling RfcDispatch... : Note: If you receive errors, check back through the configuration on SAP, WebAdmin, and the services or processes to verify there are no typos. You can turn on the RFC trace using the checkbox on SM59, and look for information in your logs. You may need to check the SAP gateway in your.../etc/services file. 38 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

39 Customizing SAP Document Classes oac2 Defining document types You must select which document types you will be archiving, and correlate those to SAP document classes, such as FAX, ALF, OTF, and REO. The list of document types provided by SAP, when using transaction OAC2, are the templates to be used for categorizing your SAP documents for archiving. You can customize the standard document types by using the SAP XYZ naming conventions: FAX documents are documents that will be scanned and linked to SAP. ALF are reports produced and linked from SAP. OTF are outgoing SAPSCRIPT documents produced and linked from SAP. REO documents are data archive files which are compressed by the SAP ADK and stored externally in that format. To define document types for SAP: 1. Execute the following transaction in the transaction code field: oac2. 2. If you are defining a new document type, select New Entries. You may also copy existing document types. 3. If you are modifying an existing document type, use Change and Details. 4. Enter information in the Description and Doc. class fields as appropriate for your configuration. 5. When you have finished selecting document types, save your changes. oac3 Defining links Using the link table, you can categorize SAP documents to define what combination of SAP object type (for example, SOOD) and SAP document type (for example, GENPRILIS) are stored and linked to which archive. The SAP document type is linked to the SAP document class, previously known as SAP document type (for example, ALF, OTF, REO) which determines how the document is produced and linked. For example, the ALF class refers to reports, FAX to scanned documents, and OTF to outgoing SAPSCRIPT documents. To define links: 1. Execute the following transaction in the transaction code field: oac3. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 39

40 Customizing SAP Document Classes The Display View Links for Content Repositoriesʺ: Overview screen appears. 2. Select Table View > Display > Change. 3. Fill in the fields listed below. Table 12. Field descriptions of New Entries table Field name Object Type Document Type S (Status) Value Use legitimate object type such as SOOD for Print Lists, and BKPF for accounting documents. The SAP doc type as defined in OAC2 above such as GENPRILIS. Enter an x in this column. Arch. ID Link Ret Prd Save your changes. Enter the archive ID of a newly created archives for example, AA. Enter the name of the link tables where links will be maintained. TOA01 TOA03. ALF Reports/Print Lists To customize ALF Reports/Print Lists perform the following procedures: oac0 Configuring content repositories, page 34 oac2 Defining document types, page 39 oac3 Defining links, page 39 Then perform the test. Testing archiving reports Once you have completed the configuration procedures in this section, you should test the new Print List archive by: Archiving a Print List 40 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

41 Customizing SAP Document Classes Displaying the archived Print List The following section explains how to perform these tasks. To archive a Print List: 1. Execute the following transaction in the transaction code field: f Click Execute. 3. In the List of Customer Open Items page that appears, select List > Print. The Print Screen List dialog box appears. 4. Click Properties. The Spool Request Attributes dialog box appears. 5. In the Parameters name column, click Output Options. 6. From the Storage Mode drop down menu, select Archive only. Note: Whenever you edit a parameter in this dialog box, check the Show Selected Print Parameters on Initial Screen checkbox. This ensures that the customized settings are available in the initial Print Screen List dialog box. 7. Verify that the Object Type and Document Type fields contain the correct values, as configured in the New Entries table in oac3 Defining links, page 39. Pick the following values for example: SOOD GENPRILIS. If your Document Type is incorrectly configured, refer to the following procedures for configuring document types in SAP archives:oac2 Defining document types, page 39 and oac3 Defining links, page Type additional information in the Information field. This label may be anything you wish; for example, your initials. 9. Optionally, type a description of the Print List in the Text field. 10. In the Parameter name column, select General attributes > Time of printing. 11. From the Time of print drop down list, select Print out immediately. 12. Click Continue in the Spool Request Attributes dialog box. 13. Click Continue in the Print Screen List dialog box. 14. To verify that the Print List is in the archiving queue, execute the following transaction in the transaction code field: oam1. The ArchiveLink Monitor screen appears. The Print List is now queued, waiting for the scheduler to pick it up and transfer it to the archive. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 41

42 Customizing SAP Document Classes oaat Scheduling jobs, page 22, contains information about configuring the ArchiveLink scheduler. 15. To accelerate the transfer of the Print List from the queue to the archive in the repository, click Storage Queue. The Queue: Content server (CARA) screen appears. You should now see an entry for the newly archived Print List in this screen. 16. To view the archiving parameter details, double click the Print List entry. The Archiving request window opens. Verify that the details are correct 17. To archive the Print List in an archive located in a repository, click Execute. You should see a confirmation message that the queue has been processed. If no errors occur, you can continue testing by displaying the archived Print List. To display the newly archived Print List in SAPGUI: 1. Execute the following transaction in the transaction code field: oadr. 2. To find a particular Print List, type appropriate search parameters in the appropriate fields. The ArchiveLink: Hit List for Stored Print Lists page appears. 3. Double click an item in the list to select it. 4. Choose Print List>Display From Content Server. SAP executes the GET command to retrieve the document from the Documentum archive. The retrieved document is displayed in SAPGUI and has the DocumentID of the Print List in Documentum. Deleting archived and linked documents In a repository, if you delete version 1.0 of a document that is linked to SAP or archived from SAP, the link to SAP is also deleted. This is because the dm_relation object which creates the link to SAP is deleted when the parent object (which is always version 1.0) is deleted. Do not delete the original version of objects that are linked to SAP if you want to maintain their link to SAP. If you need to delete version 1.0 of a document, but want to keep the link to SAP, then, after deleting the document, you must relink the object to SAP, outside of Content Services. 42 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

43 Customizing SAP Document Classes Customizing FAX scanned documents To customize FAX scanned documents, you must perform the following procedures: oac0 Configuring content repositories, page 34 oac2 Defining document types, page 39 oac3 Defining links, page 39 Then you can make specific customizations using the following procedures: oaws Settings, page 43 Optional for SAP workflow, page 44 Optional for barcode, page 44 oaws Settings OAWS contains the settings for routing and linking newly scanned FAX documents in SAP. For each document type, you can specify which type of archiving is available: Store for subsequent entry (Early) Store and Enter (Simultaneous) Assign and Store (Late) For storing for subsequent entry which uses SAP workflow to move the image to the SAP inbox, you can specify what organizational object will be used for routing (like User) and then what specific organizational object to route to (like the SAP User ID). To display/change SAP settings for document types for 4.X: 1. Type /NOAWS (previously /NSOA6) in the command field. In earlier versions of SAP a Get Settings dialog opens if settings have been entered. If no Get Settings dialog opens, select Edit>Insert doc. type and build your own list of settings. When the new settings are saved, a name has to be specified under which the settings are stored. You may also have to create duplicate settings for early, simultaneous and late archiving instead of using the checkboxes described below. 2. Select a setting from the list of available settings, or create a new setting. 3. Choose the setting for the application where you wish to link scanned documents and select Entries. The Maintenance screen opens. 4. Select New Entries to choose an item from the Document Type list which matches your entries for OAC2 and OAC3. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 43

44 Customizing SAP Document Classes 5. For testing purposes, type US (USER) and your SAP ID in the Agent ID field. This enables you to send scanned documents to your SAP workflow inbox (You may want to integrate these entries with the SAP organizational roles, see your workflow consultant for details). 6. Make sure that each checkbox is checked to use: Storing For Subsequent Entry Early Archiving (SAP workflow) Store and Enter Simultaneous Archiving (no workflow) Assign then Store Late Archiving (no workflow) 7. Make sure to note the values of document type and object type fields. You will need these values to complete later configuration steps. For example, Incoming Invoice Preliminary Posting has an object type BKPF and object type FIIINPREL. Optional for SAP workflow To configure all SAP object type/document type combinations you want to use with Storing for Subsequent Entry, coordinate configuration with your SAP workflow consultant: SWU3 Workflow Initialization SOA0 Workflow Document Types OACA Workflow Parameters Optional for barcode Barcodes are a good way to automatically scan and link documents that have already been entered into SAP transactions from paper. For example, you can enter an invoice with a barcode sticker, type or wand the barcode number and later, when all the invoices are scanned they can be automatically linked with their entry transactions. The information in this section assumes that you have already set up a bar code configuration object in WebAdmin. If you have not yet done this, refer to Content Services for SAP Administration Guide. This section explains how to configure SAP R/3 object types and document types to accept bar code on transactions in SAP to be later linked with scanned documents stored in a repository. 44 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

45 Customizing SAP Document Classes OAC5 Bar Code Settings To configure all SAP object type/document type/user ID combinations for use with bar codes: 1. Type /NOAC5 in the command window. 2. Click Edit. 3. Click New Entries. The Details of Added Entries window opens. 4. Enter any SAP object types for which you want a barcode dialog to open upon saving of that object. 5. Enter any SAP document types for which you want a barcode dialog to open upon saving of that document. 6. Enter any User IDs for which you want a barcode dialog to open upon saving under that user ID. 7. Save your changes. 8. Enter your object, document, and user ID to test your barcode. Testing scanning documents Once you have completed the customizing described above, you can test document scanning, linking and viewing the archived images. Refer to EMC Documentum Content Services for SAP Scanner Operator User Guide for information on the Capture component. To test scan and link documents: 1. Start Content Services Capture from Programs > Documentum Content Services for SAP. 2. Type your username and password for the repository. 3. In Content Services Capture, scan or import a few pages and fill in the default attributes. 4. From the Document Type drop down list, select Sap_invoice (or other valid Documentum document type). 5. Click Scan. 6. Click OK to the message No Scanner Available. 7. Choose File > Import in Content Services Image Viewer. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 45

46 Customizing SAP Document Classes 8. Select an example TIFF image file from any directory on your file system. 9. While the image displays in Content Services Image viewer, fill in the attributes. 10. Click Content Services Capture > Add to Queue and the image disappears from the viewer. 11. Minimize Content Services Capture. 12. In SAP, use transactions OAC2, SOA0, OACA, OAC3, OAC0 and OAWS to review the settings for the doc type you are planning to use. For example, FIIINPREL. 13. In WebAdmin, make sure you have set up an Archive for incoming fax which matches the Archive ID information found with OAC3 and OAC0. You can copy and modify an existing incoming document archive. 14. On your Content Services Server, make sure that the Archive Services are started with the correct: RFC destination. Share user ID. and that you IIS is up and running with HTTP, and certificates have been installed. 15. To link the document with SAP workflow and remove it from the queue. 16. Maximize Content Services Capture. 17. Capture and select the document in the linking queue. 18. Start SAPGUI and select Office > Business Documents > Documents > Move > <your OAWS setting>. Size the windows so that you can see both SAP and Capture. 19. Select the SAP document type which points to your user ID. 20. Click Store For Subsequent Entry. 21. Replace the existing text with meaningful text so you will be able to recognize the file in a later step. 22. Check Continue. The item is removed from the Content Services Capture Queue. 23. Exit out of the SAP dialog box. 24. Close Content Services Capture. To process the document in SAP, post it and link it to an SAP record. 25. In the SAP inbox type /NSIN Go to Workflow and double click to launch a workitem. 46 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

47 Customizing SAP Document Classes The image should be retrieved from Documentum. The Process Document Type dialog box opens. 27. Click Process. You may need to move the image to see the SAP dialog. The SAP transaction displays. You may need to rearrange windows to see both image and SAPGUI. 28. Fill in the sap document with data appropriate to your installation. For example: Document date: today s date Company code: 3000 Currency/date: USD Doc type: KR PstKy: 31 Account: Click Enter. 30. In the Amount field, enter any amount you like. 31. In the Doc Header Text field, enter your Vendor Name. 32. Scroll to the bottom of the form and enter the following: PstKy: 40 Account: Click Enter. 34. In the Amount field, enter the same amount entered in step 7 above or *. 35. Save the SAP Document. 36. Refresh the inbox. The workitem should have disappeared. 37. Close the Content Services Image viewer. 38. From SAPGUI, enter the display version of the transaction above. 39. Select List and your User ID and Execute. The document you parked above should be displayed. 40. Choose this document. 41. From your displayed document, select Environment > Object Links. 42. Select Archived Documents. EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 47

48 Customizing SAP Document Classes The original document now displays. 48 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

49 Creating Custom BAPIs Chapter 4 Content Services for SAP enables you to create and install custom configuration objects known as BAPIs for linking and querying SAP data. To create a custom BAPI you must modify the custom.xml file that is included with the Content Services for SAP installation files. After modifying the custom.xml file as shown in the example below, when you install Content Services for SAP, the custom BAPI will be available for linking and querying via the Web Admin tool. The following example details creating a custom BAPI to link and query purchase orders. The query type for this custom BAPI is EKPO Table. To create a custom BAPI: Note: This procedure must be done prior to installing the current release of Content Services for SAP. The custom BAPI is installed with the release and is available to end users only after product installation. 1. Download and install the current release of Content Services for SAP Server. Details for downloading the release are provided in the Installation Guide. 2. Locate the file named custom.xml in the Server folder of the installation files. 3. Open the custom.xml file in a text editor or XML edtior. 4. Add the following sample XML code to the custom.xml file. Modify this code as appropriate to create your own custom BAPIs. You may copy/paste this sample code inside the Request ON_ERROR tag of the custom.xml file: <OBJECT_CREATE ON_EXIST="version"> <API_CONFIG TYPE="sap_query_plm_type_table" CLASS="sap"> <ATTRIBUTE NAME="object_name" IS_KEY="true">EKPO_Table</ATTRIBUTE> <ATTRIBUTE NAME="table_name">EKPO</ATTRIBUTE> <ATTRIBUTE NAME="function_module">RFC_READ_TABLE</ATTRIBUTE> <ATTRIBUTE NAME="sap_object_type">EKPO</ATTRIBUTE> <ATTRIBUTE NAME="query_parameters" IS_REPEATING="true"> <VALUE>Client=MANDT</VALUE> <VALUE>Document_Number=EBELN</VALUE> <VALUE>Item_Number=EBELP</VALUE> </ATTRIBUTE> EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 49

50 Creating Custom BAPIs <ATTRIBUTE NAME="parameter_defaults" IS_REPEATING="true"></ATTRIBUTE> <ATTRIBUTE NAME="result_parameters" IS_REPEATING="true"> <VALUE>Client=MANDT</VALUE> <VALUE>Document_Number=EBELN</VALUE> <VALUE>Item_Number=EBELP</VALUE> </ATTRIBUTE> <ATTRIBUTE NAME="key_attributes" IS_REPEATING="true"> <VALUE>Document_Number=EBELN</VALUE> </ATTRIBUTE> <ATTRIBUTE NAME="methods" IS_REPEATING="true"> <VALUE>Link</VALUE> </ATTRIBUTE> <ATTRIBUTE NAME="descriptive_field">EBELP</ATTRIBUTE> </API_CONFIG> </OBJECT_CREATE> Save the custom.xml file and close it. 5. Repeat these steps to create as many custom BAPIs as you need, creating separate XML elements in the custom.xml file for each custom BAPI. 6. To install the custom BAPIs into your repository, run the Content Services for SAP Server setup.exe file, choose Docbase Configuration, then for the version number choose Custom.XML. If you are creating custom BAPI of type ʺsap_query_type_plmʺ make sure the key name for the description field in the result parameters is called ʺDescriptionʺ as shown in following sample code: <ATTRIBUTE NAME="result_parameters" IS_REPEATING="true"> <VALUE>Description=MATL_DESC,18,40</VALUE> </ATTRIBUTE> The attribute ʺdescriptive_fieldʺ is used by Content Services Manage. The value of this attribute will be shown as the description in the query result dialog in Manage as shown in the following screenshot. In this example, EKPO_Table is used. 50 EMC Documentum Content Services for SAP Version 6.0 Configuration Guide

51 Creating Custom BAPIs EMC Documentum Content Services for SAP Version 6.0 Configuration Guide 51