Document Management with SAP DMS

Eric has over 15 years of industry experience in software programming, project management, and technical and business process consulting services. He was among the original SAP PLM consulting group members based in the Americas, and today is one of the leading platinum-level SAP PLM consultants worldwide. Eric has helped customers find and implement solutions in a variety of industries, including automotive, high-tech, pharmaceuticals, discrete manufacturing, and oil and gas. He is a regular speaker at SAP conferences, including ASUG, SAP Insider, and SAPPHIRE.

Introduction
What Is SAP DMS?
Benefits of SAP DMS
SAP DMS Project Complexity
Resources Required for a Project
How to Use This Book
A Note on the Availability of SAP DMS
Summary
Questions to Answer before Starting Your SAP DMS Project
Defining Which Documents to Manage with SAP DMS
How Documents Fit Into the Overall Business Process
How to Search for Stored Documents
Define the Lifecycle of Documents
The Change Control Process
A Formal Approval Process
Identify Business Roles and Mapping
Security Requirements
Defining Which Type of Application Files to Store
Document Numbering
Change History Requirements
Versions and Revisions
Management of Content Versions
Searching and Maintenance in Multiple Languages
Full-Text Search Requirements
Stored Document Volume and Size
Locations for Document Creators versus Consumers
Document Retention Requirements
Conversion to Neutral Format for Long-Term Retention
Interface with External Systems
Data Migration Requirements
Training
Organizational Change Impact
Summary
SAP DMS Step-by-Step Instructions
SAP DMS Transactions
Transaction CV01N: Creating a Document Information Record
Transaction CV02N: Changing a Document Information Record
Transaction CV03N: Displaying a Document Information Record
Transaction CV04N: Searching for a Document Information Record
Additional SAP DMS Functionalities
Product Structure Browser
Classification Search
Document Distribution
Internal Viewer
Summary
Configuring SAP DMS
Questions to Answer before Starting the Configuration
SAP DMS Configuration in the SAP IMG
Configuration Steps
Defining Number Ranges
Creating Document Types
Defining Laboratories/Design Offices
Defining Revision Levels
Defining Workstation Applications
Maintain a Default Entry for Frontend Type ""PC""
Start Processing for Documents
Define Workstation Application for Thumbnails
Define Profile
Additional Configuration Items
Summary
Infrastructure Requirements
Content Server
Cache Server
Index Server (TREX)
Conversion Server
Conversion with SAP Visual Enterprise Generator
Developing Your Infrastructure Architecture
Summary
SAP DMS Security
Defining Your Security Requirements
Standard SAP DMS Authorization Objects
Additional Non-SAP DMS Authorization Objects
Use of Access Control Lists
SAP PLM 7.01: Access Control Management
Customer-Specific Authorization Checks
Summary
Frontends to SAP DMS
WebDocuments
SAP Easy DMS
SAP DMS Portal iView
Summary
SAP PLM 7.02 DMS Web UI
Introducing the New Web UI for SAP DMS
Working with the SAP PLM 7.02 DMS Web UI
Additional Features of the SAP PLM 7.02 Web UI
SAP PLM 7.02 DMS Web UI Additional Configuration Items
Summary
Integrating a CAD System to SAP DMS
Available SAP CAD Integration Interfaces
Capabilities and Benefits of CAD Interfaces
SAP CAD Desktop
Example CAD Integration Scenario
CAD Data Migration
SAP Visual Enterprise Tools and CAD Data
Summary
Simple Document Approval Process using SAP Workflow
The Workflow Scenario
Required SAP DMS and Workflow Configuration
Creating the Workflow Definition
Execute and Test the Workflow
Summary
SAP DMS BAdIs and User Exits
About SAP BAdIs and User Exits
BAdIs Relevant to SAP DMS
User Exits Available in SAP DMS
Enhancement of SAP DMS in PLM 7.01
Summary
Conclusion
SAP DMS: Now You Know It
The Future of SAP DMS
Summary
Appendices
Glossary
Review of Menu Items
The Author
Index