Document Center and Document Management in S/4HANA Frank Spiegel, SAP October 2016
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1 Document Center and Document Management in S/4HANA Frank Spiegel, SAP October 2016
2 Disclaimer The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. Except for your obligation to protect confidential information, this presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or any related document, or to develop or release any functionality mentioned therein. This presentation, or any related document and SAP's strategy and possible future developments, products and or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this presentation is not a commitment, promise or legal obligation to deliver any material, code or functionality. This presentation is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This presentation is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this presentation, except if such damages were caused by SAP s intentional or gross negligence. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions SAP SE or an SAP affiliate company. All rights reserved. Public 2
3 About SAP Road Maps SAP road maps cover innovations that focus on business solutions and processes. They span products that are relevant for customer lines of business in their industries and explain how our innovations can add value to your business. In SAP road maps, you can learn about our innovations along three different timelines: 1. Recent innovations for our solutions have been launched in the past weeks or months and can already be purchased. 2. Planned innovations for our solutions are expected to be launched in the short term or midterm. 3. Future direction provides a long-term perspective on high-level development plans on innovations for our solutions inspired by your requirements SAP SE or an SAP affiliate company. All rights reserved. Public 3
4 SAP S/4HANA, the next generation business suite Internet of Things Business networks SAP Fiori UX role-based user experience for all devices SAP S/4HANA applications and extensions instant insight-driven applications for all lines of business and industries SAP HANA platform in-memory platform for all data People Devices Social networks On-premise edition Cloud edition Big Data Native integration for hybrid scenarios Ariba Concur Fieldglass hybris Software SuccessFactors 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 4
5 SAP Content Management in SAP S/4HANA Today s Solution and Recent Releases
6 SAP S/4HANA Document Management The Simplified Platform to Manage Documents Key Message Document Management in SAP S/4HANA aims for simplified and unified way of handling documents with open interface to connect various content servers. It aims to manage, collaborate documents both in cloud and on premise. Simplified Document Management Collaborate Documents via SAP Document Center with DMS integration Document Management in SAP S/4HANA Unified Way of Handling Attachments Open Interface to connect Content Server 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 6
7 Document Management in SAP S/4HANA Simplified DMS Fiori UI Maintain Document Info records in FIORI Simple Search to find documents with filters Create / Search Document Info record Maintain Status Link DIR to Other Objects Attach/ Modify files Attach URLs Arrange Search results sorting, adding columns Role based access with new FIORI Launchpad Link Documents to other Objects with simplified Objects links 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 7
8 Document Management in SAP S/4HANA Attachment Service Embedded Attachment UI into Fiori Business Object Simple interface to handle attachments supporting GOS/DIR and URL as attachments Save Attachments in Draft before confirming Upload/Download attachments without Active Plugins URL as attachment feature Overview of attachments with Attachment count display Attributes of attachments for display at design time configuration SAP SE or an SAP affiliate company. All rights reserved. Public 8
9 Document Management in SAP S/4HANA Attachment Service Unified Approach for GOS/DMS, Interoperability with GUI Generic Object Services (GOS), Archive Link Document Management System (DMS) 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 9
10 SAP S/4HANA Content Management Technology Overview Overview Innovations & Simplification List for Cloud & on-premise Key Message SAP S/4HANA Innovation Areas SAP S/4HANA Supported Technologies keeping compatibility SAP S/4HANA Innovation Areas SAP DMS Attachment Services (DMS, GOS) Archive Link http Protocol unchanged CMIS(new) & Archive Link Interoperability Products available in SAP S/4HANA Records & Folders management Generic Object Services in SAP GUI KPRO & Archive Link ABAP Infrastructure SAP Content Server (Archive Link) Cloud Enablement Enhanced URL Security Mechanism for direct URL Access in Cloud Scenarios Code Adaption on Caller Side Simplification List (Product no longer available in SAP S/4HANA) cfolders Future Collaboration Solution Documents&Web SAP Document Center Easy DMS SAP Document Center 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 10
11 SAP Document Center
12 SAP Document Center for SAP S/4HANA Key Message Ready to use solution for working and collaborating on business content, wherever this is. Secure and Scalable content management solution to build new or integrate with existing business applications Ready-to-use File Share & Sync Solution Native Clients Productivity features Tailored security for cloud and mobile usage Integrate Business Applications & Content Repositories Harmonized API and SPI SDK in multiple programming languages Access & Share Clients SAP Document Center Document Service NetWeaver Portal SAP Applications Business Suite SAP HANA Cloud Platform MS SharePoint OpenText easyecm Partner & Custom Applications CMIS Storage 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 12
13 Solution with Web and Native Clients Mobile Devices Apple ipad and iphone Android Phone and Tablet Windows Mobile Desktop Windows including Outlook Add-in Apple OSX Any Device Browser (HTML5, responsive) Any App Reuse Fiori Document Library CMIS REST API and libraries ABAP Client and Server SDK 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 13
14 Extended Offline Support Have your documents always available on your mobile device, even when offline Synchronize single documents or complete folder (hierarchies) Offline content updates automatically when online Restrict automatic sync over cellular network Files are automatically downloaded on mobile devices Content can be automatically pushed to the user s mobile device based on roles 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 14
15 Out-of-the-Box Business Productivity Manage files and folders on any device. Use Productivity Apps (e.g. MS Office 365 apps) supporting Document Provider Extension. Import documents from other apps, take pictures and videos directly in the app, take notes Make and View Pdf Annotations Easy navigate by Bookmarks and Chapters Support for Acrobat Forms Digitally sign pdf documents 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 15
16 SAP DMS Integration into SAP Document Center SAP S/4HANA, SAP ERP Integration Collaborate Documents via SAP Document Center with DMS integration Access the public and private folders in Document Center with integration to DMS Creation of folders and documents with ease Viewing of Classification, Document Header Details DMS Authorizations Exclusive check in and check out of originals Find documents using search queries Edit and view documents in offline mode and synchronize them with SAP DMS once user is online Distribute DMS documents with employees and external partners 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 16
17 Planned Innovations SAP S/4HANA Content Management
18 Document Management in SAP S/4HANA Planned Innovations Simplified DMS Simplified Document Management Classify Documents with simplified classification system integration in DMS Search Documents based on classification Full Text Search based on extracted File Content Mass Actions on multiple DIRs for status and version change with new FIORI App WebGL Viewer for 3D DIR Folder Representation in Attachment Reuse Component Planned 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 18
19 Document Management in SAP S/4HANA Planned Innovations Document Center Collaborate Documents via SAP Document Center with DMS integration Navigation to Business Application Object Links of documents be exposed as Attributes User defined favorites folder with documents selected by pre defined queries Integration of Visual Enterprise Viewer to display widely used 3D and 2D formats Advanced search based on Classification and other Document Properties Creation of new Versions of DIR Direct Editing of office files Planned 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 19
20 Future Direction Content Management
21 Cloud Content Management Document Storage SAP Cloud Applications SAP s Content Management Direction for the Cloud Target Architecture Vision Key Message Leverage Consistency across cloud applications with Open Standard CMIS to integrate with Content Management Systems Open Strategy & Interface to give the Customer the choice for a Content Management Solution [ SAP Standard, OpenText, other Partner ] Digital Core SAP S/4HANA SAP HCP Applications SAP Ariba SAP SuccessFactors SAP Jam Archive Link SAP CMIS API Archive Link Archive Link Sync & Share HCP Document Services SAP Document Center Apps & Services HCP Document Services OpenText Apps & Services HCP Document Certified Services Partners Future 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 21
22 Cloud Content Management Document Storage SAP Cloud Applications SAP S/4HANA: Content Management Direction OnPremise Target Architecture OnPremise Key Message Interoperability between Archive Link and CMIS API, Continue to support Archive Link SAP CMIS Profile to provide additional contextual information of the Document to help Partners to integrate, e.g. Business Object Digital Core SAP S/4HANA Archive Link SAP CMIS API & Archive Link Archive Link Archive Link Archive Link Extended Enterprise Content Management SAP Content Server OpenText On-premise.. Certified Partners Future 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 22
23 SAP CMIS Profile SAP Business Semantics in Content Management Key Message CMIS knows Files and Folders SAP CMIS Profile extends CMIS to carry Business Semantics in a harmonized way CMIS Secondary Data Types are used to represent SAP Business Object Types, they contain the key definition of the Business Object Folders can have contextual information via Secondary Data Types, those are used by SAP Applications to access Content CMIS Standard Folder Hierarchy cmis:folder 11 ** cmis:document cmis:secondary Examples: Folders in SAP CMIS Profile 1) Product Master 2) Document Info Record sap:folder cmis:name cmis:objectid cmis:basetypeid = "cmis:folder" cmis:objecttypeid = "sap:folder" cmis:secondaryobjecttypeids = [ sapbo:product, ]... sap:folder cmis:name cmis:objectid cmis:basetypeid = "cmis:folder" cmis:objecttypeid = "sap:folder" cmis:secondaryobjecttypeids = [ sapbo:dir, ]... SAP Extension Folder Hierarchy sap:folder 11 ** sap:document Attributes from secondary data definition Cmis: secondary sapbo: <BusObjType> sapbo:<busobjtype>:<key1> sapbo:<busobjtype>:<key2> sapbo:<busobjtype>:<attribute> sapbo:product:productid <<cmis:secondary>> sapbo:product sapbo:product:productid sapbo:dir:docnumber sapbo:dir:doctype sapbo:dir:docversion sapbo:dir:docalt <<cmis:secondary>> sapbo:dir sapbo:dir:docnumber sapbo:dir:doctype sapbo:dir:docversion sapbo:dir:docalt Future 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 23
24 SAP CMIS Profile SAP S/4HANA Interoperability with Archive Link Key Message SAP S/4HANA Integration for Attachments is based on GOS or DMS SAP S/4HANA Documents are identified via Archive Link documentid to ensure Interoperability with Archive Link Calls SAP Document Center offers CMIS Interoperability with Archive Link, for Cloud Repositories that do not offer Archive Link Interoperability DMS sap:folder sap:document GOS Product Master cmis:name cmis:objectid cmis:basetypeid = "cmis:folder" cmis:objecttypeid = "sap:folder" cmis:secondaryobjecttypeids = [ sapbo:dir, ]... sapbo:dir:docnumber sapbo:dir:doctype sapbo:dir:docversion sapbo:dir:docalt sap:folder cmis:name cmis:objectid cmis:basetypeid = "cmis:folder" cmis:objecttypeid = "sap:folder" cmis:secondaryobjecttypeids = [ sapbo:product, ] * * cmis:name cmis:objectid cmis:basetypeid = "cmis:document" cmis:objecttypeid = "sap:document" cmis:secondaryobjecttypeids = [sapbo:archivelink]... sapbo:archivelink:documentid sap:document cmis:name cmis:objectid cmis:basetypeid = "cmis:document" cmis:objecttypeid = "sap:document" cmis:secondaryobjecttypeids = [sapbo:archivelink]... Archive Link: /archivelink/command? get&contrep=a1&docid= 4711 Digital Core SAP S/4HANA Archive Link 4711 Content Storage Repository: A1 sap:document cmis:name = [ sapbo:archivelink ] sapbo:archivelink:documentid = 4711 sapbo:product:productid sapbo:archivelink:documentid Future 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 24
25 Summary Summary SAP S/4HANA Areas of Innovations: SAP DMS Attachment Services, Open Interfaces based on CMIS & Archive Link SAP S/4HANA Compatible Technologies SAP Document Center on SAP HANA Cloud Platform Vision: SAP CMIS Interface Document Management in SAP S/4HANA Future 2016 SAP SE or an SAP affiliate company. All rights reserved. Public 25
26 Questions and Answers
27 Thank you Contact information: Frank Spiegel Chief Product Owner Strategy & Ecosystem PLM SAP SE
28 2016 SAP SE or an SAP affiliate company. 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 SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE s or its affiliated companies strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forwardlooking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions SAP SE or an SAP affiliate company. All rights reserved. Public 29
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