Document Management with SAP DMS (Hardcover)

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 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