PLM120 Document Management

Transcription

1 Document Management SAP PLM Course Version: 98 Course Duration: 3 Day(s) Publication Date: 2014 Publication Time:

2 Copyright Copyright SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. Additionally this publication and its contents are provided solely for your use, this publication and its contents may not be rented, transferred or sold without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Trademarks Microsoft, WINDOWS, NT, EXCEL, Word, PowerPoint and SQL Server are registered trademarks of Microsoft Corporation. IBM, DB2, OS/2, DB2/6000, Parallel Sysplex, MVS/ESA, RS/6000, AIX, S/390, AS/400, OS/390, and OS/400 are registered trademarks of IBM Corporation. ORACLE is a registered trademark of ORACLE Corporation. INFORMIX -OnLine for SAP and INFORMIX Dynamic ServerTM are registered trademarks of Informix Software Incorporated. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, the Citrix logo, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, MultiWin and other Citrix product names referenced herein are trademarks of Citrix Systems, Inc. HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. JAVA is a registered trademark of Sun Microsystems, Inc. JAVASCRIPT is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. SAP, SAP Logo, R/2, RIVA, R/3, SAP ArchiveLink, SAP Business Workflow, WebFlow, SAP EarlyWatch, BAPI, SAPPHIRE, Management Cockpit, mysap.com Logo and mysap.com are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other products mentioned are trademarks or registered trademarks of their respective companies. Disclaimer THESE MATERIALS ARE PROVIDED BY SAP ON AN "AS IS" BASIS, AND SAP EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR APPLIED, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THESE MATERIALS AND THE SERVICE, INFORMATION, TEXT, GRAPHICS, LINKS, OR ANY OTHER MATERIALS AND PRODUCTS CONTAINED HEREIN. IN NO EVENT SHALL SAP BE LIABLE FOR ANY DIRECT, INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES OF ANY KIND WHATSOEVER, INCLUDING WITHOUT LIMITATION LOST REVENUES OR LOST PROFITS, WHICH MAY RESULT FROM THE USE OF THESE MATERIALS OR INCLUDED SOFTWARE COMPONENTS. g

3 Contents Contents Course Overview... Course Goals... Course Objectives... v v v Unit 1: Overview of SAP Document Management... 1 Overview of SAP Socument Management... 1 Unit 2: Document Info Record... 2 Document Info Record... 2 Unit 3: Originals and Applications... 3 Handling Originals... 3 Integrated Viewer and Office Integration... 3 Easy DMS Interface... 3 Unit 4: User-Specific Settings... 4 Control data... 4 General Data... 4 Workstation Applications... 4 Authorization Control... 5 Unit 5: Interfaces... 6 PLM Interface... 6 CAD Desktop... 6 ArchiveLink... 6 Unit 6: Distribution... 7 ALE Distribution... 7 Unit 7: PLM Web UI... 8 PLM Web UI SAP AG. All rights reserved. iii

4 Contents 2014 SAP AG. All rights reserved. iv

5 Course Overview Course Overview Target Audience This course is intended for the following audiences: Administrators Project team members Organizers Key users Decision makers Course Prerequisites Required Knowledge PLM100: Life-Cycle Data Management Overview Recommended Knowledge Course Goals This course will prepare the participant to: Gain a basic understanding of SAP document management (DMS) Define the relevant SAP DMS Customizing settings Select the correct SAP PLM interface Use the SAP DMS Internet scenarios Course Objectives After completing this course, the participant will be able to: Gain a basic understanding of SAP document management. Configure the right applications and secure storage areas for external files. Define the necessary SAP DMS customizing settings. Select the correct SAP PLM interfaces together with the CAD desktop for a CAD system. use ALE for SAP distribution. use the new PLM Web user interface. use Docs@Web and cfolders SAP AG. All rights reserved. v

6 Course Overview 2014 SAP AG. All rights reserved. vi

7 Unit 1 Overview of SAP Document Management Unit Overview This section provides you with an overview of SAP document management and its relationship with the solutions offered by SAP Life-Cycle Data Management. Lesson: Overview of SAP Socument Management Give an overview of SAP document management Name the connection between SAP document management and SAP Life-Cycle Data Management 2014 SAP AG. All rights reserved. 1

8 Unit 2 Document Info Record Unit Overview This section provides you with detailed information about the document info record. Along with special features of the document key, this information covers the status network, the object links, the structures, and the document search, depicted using a separate search transaction. Lesson: Document Info Record Explain the elements of the document key in the document info record Create the basic data on a document info record Use status management Determine object links Work with the document browser Classify a document info record Search for document info records Display document info records and their dependent objects with the product structure browser 2014 SAP AG. All rights reserved. 2

9 Unit 3 Originals and Applications Unit Overview In this section, you will learn everything about the document check-in and check-out process in the corresponding secure storage areas, the necessary workstation applications, and alternative processing with the Easy DMS scenario. Lesson: Handling Originals Use SAP document management to integrate external files Check in external files in an SAP secure storage area Process and reset files in an SAP secure storage area Lesson: Integrated Viewer and Office Integration Use the integrated ECL viewer Use SAP Microsoft Office integration Lesson: Easy DMS Interface Identify the advantages of Easy DMS Understand the basics of Easy DMS 2014 SAP AG. All rights reserved. 3

10 Unit 4 User-Specific Settings Unit Overview This section represents the focus of this course, as you will become acquainted with most of the necessary Customizing settings here and be able to perform them yourself. This comprises creating a new document, the status networks and the object relationships dependent on this, as well as the workstation applications. Lesson: Control data Create a document type for SAP Document Management Assign a status network to a document type Assign an object link to a document type Lesson: General Data Define data carrier Check the Knowledge Provider settings Lesson: Workstation Applications Make the workstation settings required for a new file type Assign the ECL viewer Define Office Integration Set profiles 2014 SAP AG. All rights reserved. 4

11 Lesson: Authorization Control Use the authorization objects Activate and use the Access Control Objects within a document info record 2014 SAP AG. All rights reserved. 5

12 Unit 5 Interfaces Unit Overview This section guides you through two scenarios regarding the connection of external systems. Along with the SAP-PLM interface, which will be described with the CAD desktop, you will also learn about the basic ArchiveLink scenarios. Lesson: PLM Interface Use the SAP PLM interface to move external CAD files simply and conveniently into the SAP system Explain the functions that use a GUI and those that do not Lesson: CAD Desktop Describe the advantages of the CAD desktop Lesson: ArchiveLink Give an overview of the SAP ArchiveLink scenario Explain the connection between SAP ArchiveLink and SAP document management 2014 SAP AG. All rights reserved. 6

13 Unit 6 Distribution Unit Overview In this unit, you will learn about distribution using Application Link Enabling (ALE). This can take place between an engineering system and a production system. Lesson: ALE Distribution Use the product structure browser to gain a cross-system overview of the product Use the SAP Application Link Enabling (ALE) scenario to distribute document info records and their originals from an engineering system to a production system 2014 SAP AG. All rights reserved. 7

14 Unit 7 PLM Web UI Unit Overview This unit provides an overview of the new PLM Web UI and will enable you to learn about document management in this context. Lesson: PLM Web UI Explain the main features of the NetWeaver Business Client List the benefits of the PLM Web UI Work with the PLM Web UI Use the Engineering Desktop 2014 SAP AG. All rights reserved. 8