Document Management with SAP S/4HANA
1st Edition
Will be published approx. on 22. October 2020
Book
Hardback
406 pages
978-1-4932-2039-7 (ISBN)
Description
Well-kept records are the key to success-so learn how to maintain yours with Document Management System! Get step-by-step instructions for implementing and configuring DMS in SAP S/4HANA, from using SAP Activate to defining master data. Set up document information records and then see how to structure, distribute, and report on them. Whether you need a system that supports digital signatures, engineering change management, or specialized workflows, this guide has you covered!
Highlights incude:
1) Master data
2) Classification
3) Document information record (DIR)
4) Structuring and distribution
5) Digital signatures
6) Engineering change management
7) Authorizations
8) Workflows
9) SAP Document Center
10) SAP 3D Visual Enterprise Generator
11) SAP Activate
More details
Person
Author
Jawad Akhtar is an SAP logistics and supply chain management expert with a focus on business sales and delivery. He earned his chemical engineering degree from Missouri University of Science and Technology in the United States. He has 20 years of professional experience, 14 of which have been spent working with SAP systems. He has experience working on several large-scale, end-to-end SAP project implementation lifecycles, including rollouts. He works with SAP clients to help them identify root causes of business issues and address those with the appropriate SAP products and change management strategies. He now focuses on next-generation SAP products such as SAP S/4HANA, SAP IBP, SAP Ariba, and SAP Hybris. Akhtar is also a technical advisor to SAPexperts, an ASUG speaker, and a contributor to SearchSAP, where his "Ask the Expert" column shares real-life lessons and best practices gleaned from SAP implementations, ways to avoid common project pitfalls, and features of various SAP products that solve key business issues.
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Content
... Acknowledgments ... 15
... Preface ... 17
... Who Is This Book For? ... 17
... How This Book Is Organized ... 18
... Example Scenario ... 20
... Conclusion ... 22
1 ... Introduction to Document Management ... 25
1.1 ... Digital Asset Repository ... 27
1.2 ... Cross-Linking Objects ... 31
1.3 ... Collaboration Hub for Business Partners ... 34
1.4 ... Manage Documents App ... 39
1.5 ... Summary ... 39
2 ... Configuring Document Management System ... 41
2.1 ... Control Data ... 42
2.2 ... General Data ... 67
2.3 ... Integration with SAP Document Center ... 81
2.4 ... Document Distribution ... 82
2.5 ... Conversion of Original Application Files ... 89
2.6 ... SAP 3D Visual Enterprise Generator ... 95
2.7 ... User Exits, BAdIs, and Configuration Object Checklist ... 102
2.8 ... Summary ... 104
3 ... Classification ... 105
3.1 ... Classification Overview ... 106
3.2 ... Characteristics ... 107
3.3 ... Create a Class and Assign Characteristics ... 114
3.4 ... Object Dependencies ... 117
3.5 ... Assigning a Class to a DMS Document Type ... 118
3.6 ... Finding Objects Using Classification ... 120
3.7 ... Summary ... 122
4 ... Document Info Record Management ... 123
4.1 ... Creating a Document Info Record ... 124
4.2 ... Originals ... 129
4.3 ... Classification System and Additional Data ... 138
4.4 ... Object Links ... 141
4.5 ... Document Browser ... 146
4.6 ... Changing a Document Info Record ... 147
4.7 ... Display a Document Info Record: Change History ... 148
4.8 ... Integrating with SAP ArchiveLink ... 150
4.9 ... Version and Part Management ... 152
4.10 ... Searching Document Info Records ... 158
4.11 ... Additional DMS Functionalities ... 173
4.12 ... Manage Documents App ... 175
4.13 ... Summary ... 182
5 ... Structuring, Distribution, Conversion, and Reporting ... 183
5.1 ... Document Structuring ... 184
5.2 ... Document Distribution ... 189
5.3 ... Reporting ... 200
5.4 ... Document Conversion ... 206
5.5 ... Summary ... 211
6 ... Digital Signatures ... 213
6.1 ... Configuring Digital Signatures ... 214
6.2 ... Assigning Digital Signatures to Document Types ... 218
6.3 ... Triggering Digital Signatures ... 219
6.4 ... Managing Digital Signatures ... 223
6.5 ... Application of Digital Signatures in SAP S/4HANA ... 224
6.6 ... Summary ... 225
7 ... Engineering Change Management ... 227
7.1 ... Change Master ... 227
7.2 ... Change Record ... 240
7.3 ... Engineering Record ... 247
7.4 ... Management of Changes ... 254
7.5 ... Summary ... 262
8 ... SAP Cloud-Based Document Management Solutions ... 263
8.1 ... SAP Document Center ... 264
8.2 ... SAP Cloud Platform Document Service ... 271
8.3 ... SAP Engineering Control Center ... 272
8.4 ... SAP Extended ECM by OpenText ... 282
8.5 ... SAP Intelligent Product Design ... 285
8.6 ... SAP Innovation Management ... 287
8.7 ... Summary ... 288
9 ... Infrastructure Setup ... 289
9.1 ... Content Server Setup ... 290
9.2 ... Cache Server Setup ... 294
9.3 ... Index Server Setup ... 296
9.4 ... Conversion Server ... 297
9.5 ... SAP 3D Visual Enterprise Generator ... 298
9.6 ... Infrastructure Considerations ... 299
9.7 ... Summary ... 301
10 ... Authorization Management ... 303
10.1 ... Defining Security Requirements ... 303
10.2 ... Standard DMS Authorization Objects for Document Info Records ... 304
10.3 ... Additional Non-DMS Authorization Objects for Classification ... 313
10.4 ... Access Control Lists ... 316
10.5 ... Summary ... 319
11 ... Workflows in Document Management System ... 321
11.1 ... Defining Workflows and Maintaining Tasks ... 322
11.2 ... Creating Container Element ... 322
11.3 ... Triggering Event ... 326
11.4 ... Setting Up the Workflow Builder ... 326
11.5 ... Adding Tasks and Activating the Workflow ... 329
11.6 ... Trigger and Test the Workflow ... 338
11.7 ... Summary ... 340
12 ... Implementing Document Management System with SAP Activate ... 341
12.1 ... Introduction to SAP Activate ... 342
12.2 ... SAP Activate Workstreams ... 354
12.3 ... Discover Phase ... 356
12.4 ... Prepare Phase ... 366
12.5 ... Explore Phase ... 373
12.6 ... Realize Phase ... 377
12.7 ... Deploy Phase ... 387
12.8 ... Run Phase ... 392
12.9 ... Summary ... 396
... The Author ... 397
... Index ... 399
... Preface ... 17
... Who Is This Book For? ... 17
... How This Book Is Organized ... 18
... Example Scenario ... 20
... Conclusion ... 22
1 ... Introduction to Document Management ... 25
1.1 ... Digital Asset Repository ... 27
1.2 ... Cross-Linking Objects ... 31
1.3 ... Collaboration Hub for Business Partners ... 34
1.4 ... Manage Documents App ... 39
1.5 ... Summary ... 39
2 ... Configuring Document Management System ... 41
2.1 ... Control Data ... 42
2.2 ... General Data ... 67
2.3 ... Integration with SAP Document Center ... 81
2.4 ... Document Distribution ... 82
2.5 ... Conversion of Original Application Files ... 89
2.6 ... SAP 3D Visual Enterprise Generator ... 95
2.7 ... User Exits, BAdIs, and Configuration Object Checklist ... 102
2.8 ... Summary ... 104
3 ... Classification ... 105
3.1 ... Classification Overview ... 106
3.2 ... Characteristics ... 107
3.3 ... Create a Class and Assign Characteristics ... 114
3.4 ... Object Dependencies ... 117
3.5 ... Assigning a Class to a DMS Document Type ... 118
3.6 ... Finding Objects Using Classification ... 120
3.7 ... Summary ... 122
4 ... Document Info Record Management ... 123
4.1 ... Creating a Document Info Record ... 124
4.2 ... Originals ... 129
4.3 ... Classification System and Additional Data ... 138
4.4 ... Object Links ... 141
4.5 ... Document Browser ... 146
4.6 ... Changing a Document Info Record ... 147
4.7 ... Display a Document Info Record: Change History ... 148
4.8 ... Integrating with SAP ArchiveLink ... 150
4.9 ... Version and Part Management ... 152
4.10 ... Searching Document Info Records ... 158
4.11 ... Additional DMS Functionalities ... 173
4.12 ... Manage Documents App ... 175
4.13 ... Summary ... 182
5 ... Structuring, Distribution, Conversion, and Reporting ... 183
5.1 ... Document Structuring ... 184
5.2 ... Document Distribution ... 189
5.3 ... Reporting ... 200
5.4 ... Document Conversion ... 206
5.5 ... Summary ... 211
6 ... Digital Signatures ... 213
6.1 ... Configuring Digital Signatures ... 214
6.2 ... Assigning Digital Signatures to Document Types ... 218
6.3 ... Triggering Digital Signatures ... 219
6.4 ... Managing Digital Signatures ... 223
6.5 ... Application of Digital Signatures in SAP S/4HANA ... 224
6.6 ... Summary ... 225
7 ... Engineering Change Management ... 227
7.1 ... Change Master ... 227
7.2 ... Change Record ... 240
7.3 ... Engineering Record ... 247
7.4 ... Management of Changes ... 254
7.5 ... Summary ... 262
8 ... SAP Cloud-Based Document Management Solutions ... 263
8.1 ... SAP Document Center ... 264
8.2 ... SAP Cloud Platform Document Service ... 271
8.3 ... SAP Engineering Control Center ... 272
8.4 ... SAP Extended ECM by OpenText ... 282
8.5 ... SAP Intelligent Product Design ... 285
8.6 ... SAP Innovation Management ... 287
8.7 ... Summary ... 288
9 ... Infrastructure Setup ... 289
9.1 ... Content Server Setup ... 290
9.2 ... Cache Server Setup ... 294
9.3 ... Index Server Setup ... 296
9.4 ... Conversion Server ... 297
9.5 ... SAP 3D Visual Enterprise Generator ... 298
9.6 ... Infrastructure Considerations ... 299
9.7 ... Summary ... 301
10 ... Authorization Management ... 303
10.1 ... Defining Security Requirements ... 303
10.2 ... Standard DMS Authorization Objects for Document Info Records ... 304
10.3 ... Additional Non-DMS Authorization Objects for Classification ... 313
10.4 ... Access Control Lists ... 316
10.5 ... Summary ... 319
11 ... Workflows in Document Management System ... 321
11.1 ... Defining Workflows and Maintaining Tasks ... 322
11.2 ... Creating Container Element ... 322
11.3 ... Triggering Event ... 326
11.4 ... Setting Up the Workflow Builder ... 326
11.5 ... Adding Tasks and Activating the Workflow ... 329
11.6 ... Trigger and Test the Workflow ... 338
11.7 ... Summary ... 340
12 ... Implementing Document Management System with SAP Activate ... 341
12.1 ... Introduction to SAP Activate ... 342
12.2 ... SAP Activate Workstreams ... 354
12.3 ... Discover Phase ... 356
12.4 ... Prepare Phase ... 366
12.5 ... Explore Phase ... 373
12.6 ... Realize Phase ... 377
12.7 ... Deploy Phase ... 387
12.8 ... Run Phase ... 392
12.9 ... Summary ... 396
... The Author ... 397
... Index ... 399