OpenText Extended ECM For SAP Solutions 16.2 - Customizing Guide English (ERLK160200-00-CGD-En-01)
OpenText Extended ECM For SAP Solutions 16.2 - Customizing Guide English (ERLK160200-00-CGD-En-01)
OpenText Extended ECM For SAP Solutions 16.2 - Customizing Guide English (ERLK160200-00-CGD-En-01)
Solutions
Customizing Guide
ERLK160200-00-CGD-EN-01
OpenText™ Extended ECM for SAP® Solutions
Customizing Guide
ERLK160200-00-CGD-EN-01
Rev.: 2017-Mar-23
This documentation has been created for software version 16.2.
It is also valid for subsequent software versions as long as no new document version is shipped with the product or is
published at https://knowledge.opentext.com.
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Table of Contents
1 What is OpenText Extended ECM for SAP Solutions .......... 11
1.1 What is new? .................................................................................. 11
1.2 Related documentation .................................................................... 12
Business A business workspace in Content Server contains content that is relevant for a business
workspaces, object. From Content Server side, users can easily view the data of this business
cases and
binders
object. From the business application, users can access Content Server items in the
business workspace without leaving their system. To make full use of the Content
Server functionality, not only business workspaces but also cases and binders can be
configured for Extended ECM for SAP Solutions.
Business In addition to the content that is stored in a business workspace for a business object,
attachments users can connect additional documents as business attachments to a business object.
Business rela- Extended ECM for SAP Solutions provides tools to illustrate a relationship between
tionships business workspaces. For example, a hierarchical relationship between business
workspaces can be displayed in a sidebar widget of a business workspace.
You can now customize, which items are displayed in the Business Content
window of a certain business object type.
“Integrating Extended ECM for SAP Solutions into SAP Hybris Cloud for
Customer“, page 193
You can now integrate business workspaces in SAP Hybris Cloud for Customer.
Extended ECM provides seamless integration for business objects account, lead,
and business opportunity.
“Using scheduled processing to create business workspaces”, page 197
For a SAP Hybris Cloud for Customer integration, you can now use scheduled
processing task to create large amounts of business workspaces automatically
and in the background.
“Indexing documents and other items with business workspace attributes”,
page 254
You can now select which Content Server object types are indexed with metadata
from the business workspace.
“Configuring SAP group mapping”, page 268
You can now map SAP groups to OTDS groups and to Content Server groups.
“Technical overview”, page 274
You can now use four more new license types. The allowance for occasional user
license types is now 52 days per year.
“Transporting configuration objects“, page 297
You can now use the Content Server transport warehouse to transport Connected
Workspaces configurations.
“Importing a configuration ”, page 298
You can now use Content Server Transport Warehouse for the transport of a
complete Extended ECM configuration.
Product docu- The following documentation is available for Extended ECM for SAP Solutions
mentation respectively on OpenText My Support (https://knowledge.opentext.com/knowledge/
cs.dll/Open/https://knowledge.opentext.com/knowledge/llisapi.dll/Open/10194282):
OpenText Extended ECM for SAP Solutions - Installation and Upgrade Guide (ERLK-IGD)
The Installation Guide describes the installation and upgrade of Extended ECM
for SAP Solutions up to the point where the connection between SAP and
Content Server is established.
OpenText Extended ECM for SAP Solutions - Customizing Guide (ERLK-CGD) (this
guide)
The Customizing Guide describes how to customize SAP and configure Content
Server for Extended ECM for SAP Solutions functionality.
OpenText Extended ECM for SAP Solutions - User Management and Access Control
Scenarios (ERLK-CUM)
This guide discusses user management and access control scenarios.
OpenText Extended ECM for SAP Solutions - Installation Guide for Microsoft Windows
with Microsoft SQL Server (ERLK-IWS)
This specific Installation Guide describes the setup of one architecture scenario
for Extended ECM for SAP Solutions with Microsoft SQL Server as database.
OpenText Extended ECM for SAP Solutions - Installation Guide for Microsoft Windows
with Oracle Database (ERLK-IWO)
This specific Installation Guide describes the setup of one architecture scenario
for Extended ECM for SAP Solutions with Oracle as database.
Release Notes The Release Notes describe the following aspects in detail:
• The software supported by the product
• Requirements
• Restrictions
• Important dependencies
• Last-minute changes regarding the documentation
• Manual IDs of the current documentation
The Release Notes are continually updated. The latest versions of the Extended ECM
for SAP Solutions Release Notes is available on OpenText My Support: Extended
ECM for SAP Solutions (https://knowledge.opentext.com/knowledge/cs.dll/Open/
https://knowledge.opentext.com/knowledge/llisapi.dll/Open/10194282).
You have customer data in two different SAP systems, in the CRM system
and in the ERP system. You want to create business workspaces for the
customer data. Because the data in both systems is semantically identical,
you only want to create one cross-application business workspace for each
customer that contains both the information from the CRM system and from
the ERP system.
You have vendor data in two different SAP systems, in the SRM system and
in the ERP system. You want to create business workspaces for the vendor
data. Because the data in both systems is semantically identical, you only
want to create one cross-application business workspace for each vendor
that contains both the information from the SRM system and from the ERP
system.
Note: For the composite business workspace scenario, you need a property
provider that supports composite business workspaces. For more information,
see the SAP Extended ECM Solution Accelerator for SAP PM which is available
in OpenText My Support (https://knowledge.opentext.com/knowledge/cs.dll/
Open/SAP_PM__Plant_Maintenance__Blueprint).
For more information, see Section 3.21: “Enabling composite business workspaces”
on page 108.
To enable the creation of business workspace without business object type, you
create a workspace type, but no corresponding business object type. All other
customizing in Content Server is the same.
The Sales department in you company uses Salesforce® for their activities.
They are using business workspaces for their “Account”, which contain all
documents around the sales process, correspondence, contracts.
When the deal is closed, the opportunity becomes a customer and customers
are maintained in an SAP® CRM system. The business workspace is now
extended with data from the SAP system and new folders for bills and
documents from CRM Complaint Management are added.
Important
Any user who has access to one of the business objects in one of the
enterprise applications systems also has access to the business workspace,
and thereby to the information provided by both systems.
• Property providers
At least one property provider must contain information about the other related
business object type.
• Template and categories
Create a template and categories with attributes. You can either create a category
that fits both business object types or create separate categories for the two
business object types.
• Workspace types
You must use the same workspace type for both business object types.
• Business object types
Create business object types for each of the business object. The business object
types must have the same document template and the same workspace type.
Also define, which of the business object types should be the default for
displaying the business object in the respective enterprise application.
For the mapping of business properties to category attributes, you have the
following options:
• Map the properties of the business object to the same category attributes on
Content Server.
If information changed for one business object in one of the enterprise
applications, the business workspace is updated. If two business objects map
their properties to the same attribute on Content Server, the last update wins.
• Map the properties of all business objects to attributes of different categories
on Content Server. With this, attributes are displayed on different tabs of the
business workspace.
From Content Server perspective, a user adds a business object to an item in Content
Server; users can then view the business object without an extra effort to access the
SAP system and logging on to it.
From the SAP system, the document is a business attachment in the Business Content
window of the business object.
Your company maintains several different oil pumps (business object EQUI
for equipment); all oil pumps share the same manual. You store the oil pump
manual for these pumps in Content Server and add this document as
business attachment to the pumps’ business objects.
In Content Server, you can open the properties of the oil pump manual and
see all oil pumps in SAP that use this manual; in other words, you see which
business objects are added to this document.
In Content In Content Server, business objects are displayed in a tab in the properties of
Server Content Server item. With sufficient permissions, you can display the business
object, edit it or remove the link. If available, you can access the related business
workspace.
In SAP GUI, business attachments are displayed in the Business Content window.
Types of creation
On an SAP system, users have different options, depending on the system and the
user interface, for example the Business Content window (Figure 2-6), or a button in
the Web Client UI (Figure 2-7).
Print lists are generated by reports in the SAP system. They can be archived using
the standard ArchiveLink functionality.
Note: If you plan to make documents and print lists available in business
workspaces, you also need to perform all steps described in “Configuring
business workspaces“ on page 29 before you perform the steps described in
this section.
As you add documents to Content Server, the object and its content can be classified
and managed as a record, based on metadata, retention schedule, or vital record
status. In addition, administrators can set up the metadata fields desired for
population during record declaration. This can be accomplished through categories
and attributes. Categories and attributes are additional metadata that are applied
based on the specific business needs and processes.
Extended ECM for SAP Solutions allows you to declare an SAP ArchiveLink
document and print lists as records that are under control of Records Management.
The declaration can be performed automatically during document creation or
interactively by an application user. In addition, an administrator can perform the
declaration procedure in batch mode.
For more details on declaring records in OpenText DocuLink for SAP Solutions, see
OpenText DocuLink for SAP Solutions - User Guide (DC-UGD).
If an SAP system displays a different IMG structure rather than standard reference
IMG, the Extended ECM for SAP Solutions customizing is not visible. You have the
following options to access the Extended ECM for SAP Solutions customizing
structure:
• Use transaction SIMGH, save the Extended ECM for SAP Solutions IMG structure
as a favorite and call it from there.
• Add the Extended ECM for SAP Solutions customizing to the existing
customizing structure of transaction SPRO.
2. In the IMG structure field, open the search help and search for the search term
OpenText*. With this search term, you also find IMG structures for other
OpenText products.
3. Double-click on entry.
5. In the Favorites list, select one entry and click to access the IMG structure.
e. Click Save.
f. Click Continue.
g. Double-click the newly created enhancement ID in the Enhancement ID:
Original list to select it for the Enhancement ID field.
2. Enhance the SAP IMG structure for Extended ECM for SAP Solutions:
a. In the IMG structure field, select the IMG structure that is currently
displayed in the SPRO transaction and which you want to enhance.
For example, in SAP Extended Warehouse Management, select the IMG
structure SAP - Implementation Guide.
b. Click Favorite to add the IMG structure to your favorites.
c. Select the IMG structure in the Favorites list by double clicking.
d. If not already done, in field Enhancement ID, select the enhancement ID
created in Step 1.
e. Click Enhance Structure.
f. Select the root node of the IMG structure.
g. From the menu, select Edit > Nodes > Insert IMG Structure > As Subnode.
h. Enter the node name for the customizing, for example OpenText Extended
ECM for SAP Solutions.
i. Click Find structure to search for the Extended ECM for SAP Solutions
customizing IMG structure. Search for OpenText - Extended ECM for SAP
Solutions.
j. Click Copy.
k. Click Save.
3. Enhance the SAP IMG structure for Archiving and Document Access:
Repeat the steps described in Step 2 for the OpenText Archiving and Document
Access customizing with the corresponding data:
• Name of the node: OpenText Archiving and Document Access for SAP
Solutions
• Name of the IMG structure: OpenText Archiving and Document Access for
SAP Solutions
This chapter explains how you customize your system so that business workspaces
can be created, manually or automatically.
Prerequisites You need administration access to Content Server and the business application.
Connected Workspaces
Specific Functions
Workspace Type Business Object Type
Content Server
SAP
Property
Provider
Note: Other optional steps, like the automatic creation of business workspaces,
are not listed in this short list.
1. SAP Property Provider - Write your own property provider or use the generic
property provider, which is delivered with Extended ECM for SAP Solutions.
For more information, see “Implementing a property provider in SAP”
on page 31.
2. SAP IMG - Create a business object declaration for a business object type, and
activate it.
For more information, see “Creating a business object declaration in SAP”
on page 32.
4. Content Server - Create custom columns for Content Server Smart View
For more information, see “Creating custom columns for Content Server Smart
View” on page 60.
5. Content Server - Create a workspace type that controls the layout of the
business workspaces of this type. The workspace type name is what users see in
the Add dialog when they create a new business workspace.
For more information, see “Creating a workspace type” on page 40.
6. Content Server - Define the document template for the business object type.
For more information, see “Defining a document template for business
workspaces” on page 72.
8. Optional SAP IMG - For automatic workspace creation and update when SAP
business objects are created or changed: In the SAP system (IMG), maintain the
receiver modules.
For more information, see “Configuring eventing for business workspaces and
business attachments“ on page 123.
9. Optional Content Server - Define general access restrictions for workspaces.
For more information, see “Granting object and usage privileges” on page 95
and section 7.1 “Defining general restrictions on Content Server” in OpenText
Extended ECM for SAP Solutions - User Management and Access Control Scenarios
(ERLK-CUM).
11. Optional SAP IMG - Customize the search help in SAP. For more information, see
“Customizing the search help in SAP” on page 98.
Tip: When you create a category for the workspace type, you should use
attributes according to the properties that property provider provides. For
more information, see “Creating a category for workspace type and business
object type” on page 36.
You can use all fields of the reference table as attribute of a workspace.
2. Later, create a category and single-value attributes for the business properties
that you want to use.
3. Later, in the business object type definition, map the business properties to the
created attributes.
2. To enhance the basic metadata, you derive a new class from the default business
property provider class. All the elements needed for this implementation are
collected in the package interfaces of the /OTX/RM package and the /OTX/
RM_WSCI package.
Tip: Property providers for composite business workspaces also must provide the
workspace location for the child business workspaces, which is the location of
the hierarchically closest parent. Any customizing of a static or dynamic
location ID for child business workspaces in the IMG is overruled by the
property provider.
1. In the IMG, navigate to the Extended ECM > Maintain Business Object
Declarations activity and click Execute.
Object Type
Select the business object type for which you want to create the declaration.
Connection ID
Enter the ID of the Enterprise Library that you created during installation.
For more information, see section 18.5 “Maintaining Extended ECM
connections” in OpenText Extended ECM for SAP Solutions - Installation and
Upgrade Guide (ERLK-IGD).
Property Provider
Select one of the available property providers from the value list.
If you do not have a property provider yet or do not need a customized
property provider, use the default property provider /OTX/
RM_WDSCI_CL_WSPROV_DEFAULT.
For more information, see “Implementing a property provider in SAP”
on page 31.
Search Help Name (optional)
Enter the search help name for finding SAP business objects from Content
Server. This customizing enables users to find an SAP business object in the
following cases:
Note: You can only use Elementary Search help. Collective search help
is not supported.
Important
Only after you activated the declaration, you can continue with the
definition of the business object on Content Server. For more
information, see “Configuring business object types” on page 84.
Tips
• To view a complete business object declaration from versions prior to 10.5,
see section 22.3 “Viewing the old configuration in SAP” in OpenText
Extended ECM for SAP Solutions - Installation and Upgrade Guide (ERLK-IGD).
• If you are migrating from an existing configuration, you can display the old
business object declaration in read-only mode. To show the full business
object declaration, enter &SHOW_LEGACY_ON in the transaction field and
press ENTER. To switch to the current view again, enter &
SHOW_LEGACY_OFF and press ENTER.
The value of the custom attribute to be added is defined as a unique name. This
unique name must be defined in Content Server. For more information about
defining unique names, see “Configuring unique names for Content Server items”
on page 147.
New: You can create rules in the generic property provider that select a
template, a classification or a category based on business properties.
Typically, you define at least two conditions to cover all possible values.
Notes
• The conditions are evaluated from top to bottom. The first condition that is
met for a custom property determines the value of the custom property. The
next conditions for the same custom property are not processed anymore.
• The logic of minimum and maximum values follows standard SAP rules:
1. In the IMG, navigate to the Extended ECM > Maintain Business Object
Declarations activity and click Execute.
2. Select a business object declaration from the available list; then double-click
Generic Property Provider Custom Properties in the Dialog Structure area.
Config ID
Enter a numeric ID. The ID defines the order in which the conditions are
processed.
Attribute
Enter the attribute that is used to define the condition.
Operator
Enter the operator. You can use the following operators:
• =, <>, <, <=, >, >= to define a value that is equal, greater or less than the
value defined in the Value / Min Value field.
• Pattern, Not Pattern to define a pattern that is met or is not met, for
example Z* for all entries starting with Z. Use plus + as wildcard for one
character and asterisk * as wildcard for 0 to n characters.
Max Value
Enter a maximum value.
Active
Select to make the condition active.
Custom Property
Enter the name of the custom property, for example TEMPLATE_ID or
LOCATION_ID.
Unique Name
Enter the unique name that you defined. The unique name refers to a
Content Server item. For more information, see “Configuring unique names
for Content Server items” on page 147.
Categories and attributes can be used for the following in the workspace type or the
business object type:
To create a category:
1. On the global menu, click Enterprise > Connected Workspaces, and then click
Categories.
2. Click Add Item > Category. Define the new category according to your
requirements, and click Add.
a. Click Add Attribute and select an attribute type, usually this is Text: Field
or Text: MultiLine.
Notes
• The attribute type must be the same type as provided by the
property provider.
OpenText recommends that the attribute field length is the same for
both Content Server and the SAP system.
Tip: OpenText recommends that you have an attribute that you can
use to uniquely identify the business workspace, for example an ID.
You can also use the Text:Reference to uniquely identify the
business workspace. For more information, see “Using the Reference
attribute” on page 55.
4. Click Submit.
• Classification tree
Document template
• Classification
To create a classification for the folder where the business workspaces are
created:
1. On the global menu, click Enterprise > Connected Workspaces, and then click
Classifications.
2. Open an existing classification tree or create a new one. You can name the
classification tree, for example, Workspace Types.
3. Click Add Item > Classification and define the new classification according to
your requirements, usually, you create a classification for each workspace type.
1. In Content Server, go to the location where you want to create the root folder
for your business workspaces.
2. Add new folders and configure them as required: Add a name, description, and
select an icon.
3. From the Classifications list, select the classification that you created in 3.6.
Important
This classification must be the same as the one for the document
template that you will configure in 3.11.
Alternatively, you can determine the storage location of a business workspace based
on its attributes or business properties. For example, customers are classified by
their sales districts “South” or “North”. You can use the sales district attribute to
determine if the business workspace is stored in the South or the North folder.
2. Add an entry for each language that you want to support and enable it.
Important
Select languages whose Language Code matches the value of the Lng
ISO field in the SAP system, for example en.
You can have more languages in Content Server than you have
customized in the business application, but you must not have less.
Note: You can use cross-application business workspaces if you want to display
similar business objects from different business applications in one type of
workspace. For this, you use one workspace type for several business object
types. For example, a person is stored as a customer in Salesforce® and as a
vendor in SAP ERP, both of these roles are displayed in the same workspace
type.
Tip: For Smart View, you can also define a workspace type name in several
languages. This name can be made visible in the header tile of a business
workspace. For more information, see “Smart View: Defining workspace
type names and icons” on page 58.
Example: A user has the authorization to see customers in the SAP ERP system,
but no authorization to see the same customer in the SAP CRM system. In Content
Server, policies created from authorizations both in the SAP ERP system and in the
SAP CRM system restrict access to the created workspaces. The user can see the
business workspace because the policy created from the SAP ERP system gives
access.
Indexing Settings
Select if the category attributes of the business workspace should become
supplementary indexed metadata for child objects and nested business
workspaces. With this option, users can use category attributes in the advanced
search to also find other items like documents, emails, folders, or task lists,
which are located in a business workspaces. You can select which Content
Server object types will be indexed. Changing this setting takes effect only for
documents that are added after this change. Already existing documents must
be re-indexed. For more information, see “Indexing documents and other items
with business workspace attributes” on page 254.
Search Settings
Configure how the search behaves when a user searches from a business
workspace that has related workspace:
Note: You must save or apply the settings of the workspace type before you
can configure sidebar widgets.
Tip: You can drag the sidebar widgets configuration to change their order.
Each sidebar widget type requires characteristic configuration parameters. You can
configure each sidebar widget individually. You can also use the same sidebar
widget type several times with a different configuration.
You manage and configure sidebar widgets for each workspace type.
5. To configure each sidebar widget, click Detailed Configuration. For details, see
the following sections.
Attributes
Defines which attributes are displayed. Click Browse Content Server to select
the category; then select the attribute. It depends on the selected category which
attributes are available.
Categories Tab
Defines if a link is displayed in the sidebar widget that opens the Categories tab.
All categories and attributes of the business workspace are displayed on the
Categories tab.
Date to Use
Defines which date field is used to determine if an item is displayed in the list.
You can either use the date when the latest version was added (Version Added)
or the date of the last modification (Modify Date).
Oldest Change
Changes older than the defined number of days are not displayed. If you do not
enter a number, all changes are displayed.
Items to Display
Number of items that you want to be displayed in the list. If the number of
recent changes is higher than what you defined here, only the latest changes are
displayed.
Relationships are defined in the SAP system and delivered by the property provider.
They can also be added manually.
Display Style
Defines if the related items are displayed as list (List) or as tree view (Tree).
Tip: You can also configure if a search follows related items. For more
information, see “Configuring the search in related business workspaces”
on page 254.
Show Ahead
Only work items with a due date before the specified number of days from
today are displayed.
Task Lists
A workflow can be started for the business workspaces and items inside a
business workspace with the function menu entry Initiate Business Workflow.
The sidebar widget displays all tasks in the My Assignments tab of the current
user for these workflows.
Follow Ups
Displays all follow ups of the current user for any Content Server item in the
business workspace. The follow ups are also displayed in the My Assignments
list of the user. Only follow-ups with status Active or In Progress are displayed.
Initiated Workflows
Defines if workflow steps related to the business workspace are displayed and if
steps without due date are also displayed.
Personal Assignments
Defines if a link to the personal assignments is displayed. These are all personal
assignments, not only those related to the business workspace.
Important
The business workspace is not moved automatically when the
attribute, which determines the location, is changed.
• From Business Property
Select a business property from the business application to determine the
location of the business workspace. You must enter the name of the
business property manually.
The business workspaces are then created in a folder that corresponds to
the business property’s value. The folder is created if it does not yet exist.
Important
The business workspace is not moved automatically when the
value of the business property, which determines the location, is
changed.
• Sub Location Path
You can create a subfolder structure. Select From Pattern to enter a pattern
for the subfolder creation. You can use normal text, categories and attributes,
business properties, and modifiers to create subfolders, for example
[2032760:Id:(3)]/[2032760:Id:+5]. For more information, see “Using
patterns for location path and workspace name” on page 53.
Click Insert Attribute to select a category and an attribute.
If a sublocation folder does not exist when the business workspace is created,
the folder is created. You must ensure that the category attribute is never
empty.
• Use also for manual creation
Select this option if you want to use the location settings also for manual
creation of business workspaces on Content Server. Business workspaces are
then only created in the specified location, regardless of the folder where the
user started the creation. After the business workspace has been created, the
user is directed to the newly created business workspace.
Note: If you use this option in combination with a sublocation path that
is based on an attribute, you must be aware of the following behavior:
When a user creates an early business workspace manually, it does not
automatically have the required attributes. As a consequence, the
attribute that determines the sublocation path can be empty and the
business workspace cannot be created. You can prevent this by adding
the attribute for the sublocation path to the document template so that
the attribute is displayed in the workspace creation wizard. In addition,
you must make it mandatory, so that the user is forced to provide a
value for the attribute that determines the sublocation path.
Use also for manual creation is enabled: For binder workspaces, behavior is
the same as for the creation from business applications, which means that all
settings are used.
For case workspaces, the settings are always ignored. A case will always be
created within the current binder or case.
Classification
Define the classification that is also added to the resulting business workspaces
when they are created.
Records Management
Enable Records Management for the creation of business workspaces and the
metadata widget in Smart View, which can display RM Classification
information. Changing this option immediately effects business workspaces of
this type.
You can use the multilingual texts option for master data business objects.
Note: For business workspaces without business object types, you can specify
any name. These workspace types always have the name that is entered during
creation, independent of the settings you specify here.
You can use the multilingual texts option for master data business objects.
Example: The workspace type for “Equipment” has been configured to display workspace
names in English and French.
Kate has set her preferred metadata language in Content Server to English; she sees the
business workspace for equipment 1000476 under its English name “Equipment Truck 12”.
Monique, whose metadata language is French, sees the same workspace under its French
name “Équipement Camion 12”.
Tip: Users can change their preferred metadata language in Content Server:
Tools > Settings > Metadata Language.
3. Add workspace name patterns for each language in the workspace type
configuration. You can use category ID and attributes, business properties, free
text as well as modifiers for the name pattern, for example, Equipment
[91100:Product Name]/[91100:Product Family] ([91100:Id:+3(4)]).
For more information, see “Using patterns for location path and workspace
name” on page 53.
Click Insert Attribute to select a category and an attribute. Alternatively, you
can type category ID and attribute or business property.
Important
You must at least enter a pattern for the default language. Other
languages are optional.
4. Generate names also for workspaces without business object: Select this
option if you want to use the name pattern also for business workspaces that do
not have a business object, which could provide the metadata for the name
pattern. If you use this option, OpenText recommends that you use mandatory
attributes for the name pattern. So when creating a workspace, users must
provide metadata required for the name generation.
• Location where business workspaces are stored. For more information, see
“Defining the location and classification” on page 50.
• Location where external documents are stored in a business workspace. For more
information, see “Defining the storage of external documents” on page 57.
• Name of business workspaces, also multilingual. For more information, see
“Editing workspace names” on page 52.
Important
• Do not use a : colon to separate attributes, because the colon is used in
Content Server syntax.
• If one of the attributes in the name pattern for multilingual workspace
names and business object names does not provide a value, this attribute
is omitted without error message. For sublocation paths, empty values
1. For locations: From the Location or Sub Location Path list, select From Pattern.
2. Click Insert Attribute, then select an attribute and click Insert.
3. Enter text or syntax elements to form your pattern.
Tip: You can also use the reference number attribute for a more elaborate
number schema. For more information, see “Using the Reference attribute”
on page 55.
Offset: +0
Cut off the specified number of characters and displays the rest. Separate the
modifier from the attribute by a colon. An out-of-bound offset causes an error.
• Pattern - Material - [123117:Material Description] ([2032760:Id:
+4])
• Result - Material - Standard Water Pump SWP123 (0123)
Cut off the first four digits of the ID.
Length: (0)
Display the specified number of characters. Separate the modifier from the
attribute by a colon. An out-of-bound length causes an error.
• Pattern - Material - [123117:Material Description:(20)]
([2032760:Id])
• Result - Material - Standard Water Pump (00000123)
Displayed only the first twenty characters of the Material Description.
Combination
Combine all of those pattern modifiers.
• Pattern - Material - [123117:Material Description:(20)]
([2032760:Id:+4(3)])
• Result - Material - Standard Water Pump (012)
Added the string “Material - ”, displayed only the first twenty characters
of the Material Description, cut off the first four digits of the material ID and
displayed only three, set the material ID in parenthesis.
You can use the Text:Reference attribute to create a reference number for business
workspaces. The reference number is a category attribute, which uses variables, text
strings, and other attributes to for a reference number schema.
You can also use the reference attribute to create the workspace name. If you use the
reference attribute for the workspace name, you must be aware of the following
behavior: If you change the reference number schema in a category and update all
existing objects with the changed category, only the attribute changes. The generated
name of the business workspace does not change.
Note: You can only have one Text:Reference attribute per category.
Reference [241162:CustomerName]-%fileplan%-%sequence%
schema
Result Auto Klement-FS01/0015
• Name: Name as it displays for the user, for example, file number or
reference number.
• Attribute number format: Number of digits and leading zeros that are
added to a serial number created with the %sequence% variable. The entry
only adds digits if you use the variable in the Attribute number schema.
Note: SAP document declaration is not affected. It is still carried out in the SAP
system itself.
Perspective Manager
Start the Perspective Manager from this link. It opens with a reduced set of
features, which are essential for business workspaces. You can edit an existing
perspective or create a new one. For more information, see “Smart View:
Creating a perspective with Perspective Manager” on page 61.
Widget Icon
The widget icon is displayed in the header tile of business workspaces of this
type. To add a workspace type icon, click Browse and select the icon.
Supported formats are gif, x-png, jpeg, pjpeg, and png.
Files must not be larger than 1 MB. For best results, use a square image with the
recommended size of 128x128 pixels.
You can select from sample icons, which are located in the following folder on
your Content Server installation: <Content Server Home>\module\
otsapxecm_16_2_0\support\business_object_icons, for example \
\mycontentserver\C\OPENTEXT\module\otsapxecm_16_2_0\support
\business_object_icons.
1. On the global menu, click Enterprise > Connected Workspaces, and then click
Workspace Types.
2. To enable or disable a workspace type, from the function menu, select Disable
Creation. You see the current status of the workspace type in the Creation
Status column.
Enabled
This workspace type is available to create new business workspaces.
Disabled
This workspace type is not available to create new business workspaces;
however, this workspace type will be used to display business workspaces
that were already created from this type.
3. To edit an existing workspace type, click the name of the workspace type.
5. To check the indexing status of the items in a business workspace, see the
Indexing Status column:
Re-indexing required
This status always occurs when you change the indexing settings of the
workspace type.
You may see this status even if no workspaces or no sub-items within
workspaces exist yet. When performing the test run and no documents are
found for re-indexing, the status will change again to Indexing is up to
date.
Up to date
All items have been passed to the index engine. However, it may still take
some time until the items are fully processed and searchable.
For more information about indexing, see “Indexing documents and other items
with business workspace attributes” on page 254.
With the installation of Connected Workspaces, the following custom columns have
already been created in the Facets volume in the Workspace Columns folder.
However, they are not prepared for sorting and filtering.
• Workspace Type ID
• Workspace Name in each language that is configured on Content Server, for
example Workspace Name en.
If you added another language after installation of Connected Workspaces, you
must create the respective column manually and prepare it for sorting and
filtering.
1. On the global menu, click Enterprise > Connected Workspaces, and then click
Facets. Then navigate to a folder, where you want to store your custom
columns.
4. Select a Data Source from the list of available category attributes. Each attribute
can only be used once in a custom column. If an attribute is already used as data
source for a custom column, it is not displayed anymore.
Click Add.
6. Wait for the column to be built. To monitor the status, select Properties >
Specific from the function menu.
7. Smart View: From the function menu of the custom column, select Properties >
Workspace. Then select Used for Sorting and Filtering. When you click Update
the database index is created concurrently, which may take a few minutes.
After the database index has been created, the custom column can be used for
filtering and sorting.
Notes
• Filtering is only supported for data type String.
• Sorting is not supported for User fields.
• Date fields can be sorted without respecting time.
For more information about custom columns, see the Content Server help.
With OpenText Extended ECM for SAP Solutions, Perspective Manager uses a
reduced set of options, focussing on perspectives for business workspaces. A new
perspective is tied to the workspace type by a rule and already contains a sample
layout: the Header widget, an Overview tab with Team and Metadata widget, and a
Documents tab with the Node Browsing Table widget.
Important
• This chapter only covers perspectives for business workspaces. For more
information about the full functionality of Perspective Manager and
perspectives, see the online help of Perspective Manager.
• The perspective takes effect immediately. So if you need testing, create
the perspective on a test system first.
1. On the global menu, click Enterprise > Connected Workspaces, and then click
Workspace Types and open a workspace type.
• The widget library pane on the left contains widgets from installed modules,
one of which being Connected Workspaces.
• The working area in the middle is where you place the widgets.
• The options pane on the right displays configuration options of the selected
widget.
7. Click Code Editor to edit the ActiveView code directly. However, this option is
only for advanced users who are familiar with ActiveView.
Important
Changes in the ActiveView code are not visible in the Perspective
Manager when you return to the design mode. You must save and
reload the perspective first.
8. When you are done, click Create.
9. To edit a perspective, open it in Perspective Manager and make the required
changes. Perspectives for Connected Workspaces are stored in the following
location: Perspectives volume > Connected Workspaces > [Folder named after
the workspace type with object ID]. The folder name changes when you
change the workspace type name, the ID remains the same.
You can also embed another widget in the Header widget, currently only the
Activity Feed widget.
Workspace Properties
Workspace properties are displayed in the left part of the Header widget in the
following top-down order, with the font becoming smaller. You can use the
suggested properties, add others, and combine attributes and properties with text.
Widget
Embed Widget Select one of the available widgets to embed it into the header
widget. It is displayed in the right half of the header widget.
Currently available is the Activity Feed widget, which
displays all activities in relation to this business workspace
and it related child workspaces. You see comments or recently
added documents.
If you want to use the Activity Feed widget, you must enable
Content Server Pulse and, optionally, create activity manager
objects. For more information, see “Creating an activity
manager object for the Activity Feed” on page 71.
General
Title Title of the widget, typically the workspace type name in plain
text.
Workspace type Workspace type of the related workspaces.
Relation type Child or Parent.
Collapsed view
Message for empty result Custom message if no business workspaces of this type are
available.
Preview pane The preview pane is a window that opens when you hover
with the mouse over a related workspace in the widget. The
preview pane contains additional information as well as team
members of this business workspace.
• Preview title - Title of the preview pane, for example the
workspace type. The title is displayed in small font above
the display name of the related workspace.
• Message for empty metadata - Custom message if there is
no metadata to display.
• Name of role - Name of the role whose members are
displayed in the preview.
• Message for empty role - Custom message if there are no
roles or team members to display.
Message that is displayed if the specified role has no
members. The default text is No role members assigned.
Metadata in preview pane The preview pane uses data from category attributes. You
select a category or single attributes. To group attributes, enter
a group name and then select the categories and attributes.
Leave the group name empty to add a category or attribute
without a group. Drag attributes or groups to change the
order.
• Group name - Name of a group of attributes or categories
• Category or attribute - Category or single attributes. You
can use the following data sources: A single attribute or a
complete category with all its attributes.
Order by Orders the list of related workspaces by a custom column and
defines the sort direction. The default sorting is ascending by
the name of the business workspace.
Related workspaces Description of the related workspace. You can use a custom
description column or one of the following variables: {name},
{description}, {type_name}, {modify_date},
{create_date}. The {name} variable uses the name of the
business workspace, which may already be assembled from
several attributes.
Metadata fields Additional fields to display metadata in the widget. Enter a
label and the value, which can be a custom column or one of
the following variables: {name}, {description},
{type_name}, {modify_date}, {create_date}. The
{name} variable uses the name of the business workspace,
which may already be assembled from several attributes.
Expanded view
Metadata The Metadata widget uses data from category attributes. You
select a category or single attributes. To group attributes, enter
a group name and then select the categories and attributes.
Leave the group name empty to add a category or attribute
without a group. Drag attributes or groups to change the
order.
• Group name - Name of a group of attributes or categories.
You can use this option to visually group attributes.
• Category or attribute - Category or single attributes. To
add an attribute, select the category and then select the
attributes that you want to display.
General
Collapsed view
Message for empty result Custom message if no business workspaces of this type are
available.
Expanded view
Users can create a snapshot for all business attachments displayed in the widget.
Snapshots are folders in Content Server, which contain a generation of the latest
version of each business attachment if it is a document. It contains a shortcut to
object other than documents. The name of the folder starts with a prefix, which you
configure for the widget.
In the expanded view, you see additional information for each business attachment
such as comments, location and version.
General
Business attachment
Business object ID Category attribute that contains the ID of the business objects
for which you want to display business attachments.
Business object type Category attribute that contains the business object type.
External system ID Category attribute that contains the ID of the external system
where the business object type resides.
Note: If you want to use attribute sets in these fields, you must enter the
category ID manually, for example {categories.142384_5_1_6},
{categories.142384_5_1_7}, or {categories.142384_5_1_8}.
Collapsed view
Message for empty result Custom message if no business attachments are available.
Order by Orders the list of related workspaces by a column. The default
sorting is ascending by the name of the business workspace.
Business attachment title Name of the business attachment in the collapsed view. You
can use a custom column or one of the following variables:
{name}, {wnd_comments}, {description},
{type_name}, {modify_date}, {create_date}. The
{name} variable uses the name of the business workspace,
which may already be assembled from several attributes.
Business attachment Description of the business attachment. You can use a custom
description column or one of the following variables: {name},
{wnd_comments}, {description}, {type_name},
{modify_date}, {create_date}. The {name} variable
uses the name of the business workspace, which may already
be assembled from several attributes.
Metadata fields Additional fields to display metadata in the widget. Enter a
label and the value, which can be a custom column or one of
the following variables: {name}, {wnd_comments},
{description}, {type_name}, {modify_date},
{create_date}. The {name} variable uses the name of the
business workspace, which may already be assembled from
several attributes.
Expanded view
Workspace Properties
Workspace properties are displayed in the left part of the Header widget in the
following top-down order, with the font becoming smaller. You can use the
suggested properties, add others, and combine attributes and properties with text.
Metadata settings
Metadata The Header widget uses data from category attributes. You
select a category or single attributes. To group attributes, enter
a group name and then select the categories and attributes.
Leave the group name empty to add a category or attribute
without a group. Drag attributes or groups to change the
order.
• Group name - Name of a group of attributes or categories
• Category or attribute - Category or single attributes. You
can use the following data sources: A single attribute or a
complete category with all its attributes.
Example: You add the category attribute Amount of a Sales Order to an activity manager
object. When the amount changes, it is displayed in the Activity Feed.
For detailed information about the activity manager object and Pulse, see the online
help for Content Server Pulse.
Notes
• Each activity manager evaluates its rules by the order in which they are
listed.
• The Activity Feed message supports localization and starts with a default
activity string message. Optionally, you can customize the activity string
with substitution placeholders for the attribute value.
2. From the Select Object Types to Manage list, select the Business Workspace
object type and click Add Object Type.
4. Click Update.
1. From the global menu bar, select Tools > Facets Volume.
5. Click Add.
3. Enter a rule name and select an option from the Rule Criteria list, for example,
Value Changed.
4. The Activity String is populated with a template string. You can edit the string
and also add multilingual versions.
The standard string looks like the following: [ObjName] [AttrName] changed
from ' [OldVal] ' to ' [NewVal] '.
Example: If you created an activity manager object that monitors the status of a sales
order workspace, the string would then produce the following activity message: Sales
Order 123 status changed from ‘pending’ to ‘closed’.
5. Edit the list of Included Object Types. Remove object types that you do not
want to monitor.
6. Click Submit.
Tips
Note: You need access to the Content Server administration to change the
document template settings.
2. In the Managed object types section, click Configure and select at least the
Business Workspace (subtype 848) item.
3. For the Classification tree for document types, select a classification tree for
business workspaces that you created earlier. For more information, see
“Creating a classification for document templates and location” on page 38.
4. Set the other options as required. For more information, see the Content Server
online help for that page.
Note: If the Business Workspace option is not available, you can enable it.
For more information, see “Configuring document template settings”
on page 73.
Tip: You can add a business workspace, a case or a binder. Typically, you
create a template for each workspace type.
You may define several templates for the same workspace type but with
differences in their attributes. For example, you can have Customers with a
revenue larger than one million Euros and Customers with a revenue of less than
one million Euros represented in business workspaces based on different
templates.
Alternatively, you can copy an existing template. Select the template and click
Copy. In the Copy To field, enter a location within the Document Templates
Volume. Then configure the new template according to your requirements.
Important
When you copy a folder that contains a workspace template, the
workspace template is not copied.
Important
Users will see the name of the template in the Add menu of Content
Server Smart UI when they create a business workspace in Content
Server, for example Add > Customer or Add > Material. In previous
versions, it was Add > Business Workspace.
4. From the Classifications list, select the classification that you already selected
for business workspace location. For more information, see “Creating a location
for the business workspaces” on page 39.
Important
The document template and the business workspace location must have
the same classification.
5. Select a Workspace Type from the list.
6. Click Add.
7. Configure the template as required.
In addition to the standard Content Server settings like classification and
permissions you can also configure the following:
9. To test the configuration, open the folder, which is configured for this template.
The Add dialog now contains an option with the template name.
Important
Changes to the document template are not applied to existing workspaces
that have already been created from the template. They apply only to
business workspaces that will be created after you made the changes.
Example: In a Human Resources scenario, birth certificate and diploma are required
documents in a personnel business workspace. You create classifications Birth Certificate and
Diploma and assign them to the respective documents when uploaded. You create a
document validation rule that check the existence of one birth certificate in a specific folder.
For a manager level, two diplomas are required, one from high school and one from college,
which you can distinguish using category attributes.
Tip: Extended ECM Platform provides a Header widget for Smart View, which
displays the number of missing documents based on your validation rules.
The Rule expression is evaluated at the time of the document upload. The validity of
a document is based on the mandatory Date of Origin attribute and the
classification assigned during upload. The document is saved to the specified
workspace folder. The Document Validation rules are customized in the document
templates.
2. Edit an existing rule or create a new one. To create a new rule below an existing
one, click Add Classification.
b. To create and edit the expression, select a category attribute from the list
and select a condition operator. In the text box, enter the required
attribute value.
c. To expand the rule expression, add another row and select a logical
operator to connect the expressions.
To delete a row, click Remove This Row.
d. Click Submit.
• Location - from the list, select the workspace folder in which the document
is expected to be available.
• Validity (Months) - enter a time period in months to determine how long
the document shall be valid.
• Required - Select the check box if the document must be available in the
workspace folder. If the document is not available, a notification about the
missing document is displayed in the header widget of the employee
workspace.
4. Click Save Changes.
The merging also applies to the items in the template. The permissions are merged
with the permissions of the location where the business workspace is created.
Notes
• If merging is enabled, the owner of the newly created business workspace
will be the one defined for the folder in which the new business workspace is
created. If merging is not enabled, the owner will be the same as the owner
of the template.
Example: User MMEIER creates a new business workspace for a customer using the
Customer template. For the Customer template, user MMEIER only has See access. For the
folder Customer, where the new business workspace is created, user MMEIER also has
Modify access.
If the Merge with creation location option is selected, user MMEIER will have both See and
Modify access. If the Merge with creation location option is not selected, user MMEIER will
have only See access.
1. From the function menu of the document template, select Properties > Specific.
You can also define team roles and team participants directly in the Team widget of
a business workspace.
Note: You can also change team roles and team participants for each business
workspace.
• Team Roles
You create team roles and assign permissions to them. These team roles become
the defaults for the business workspaces that are created from the templates.
When you add Content Server users or groups as team participants to roles, they
inherit the permissions of the team role.
Special roles
• Template Administrator
The Template Administrator role is added automatically to templates for
business workspaces. This role is used to control who can create and modify
item templates. The Template Administrator role is not copied to business
workspaces that are created from the template.
• Team Lead
You can assign one role to be the Team Lead role. The Team Lead role
appears with a red flag icon. Participants of the Team Lead role can edit
participants of other roles.
By default, the first role that you add in addition to the Template
Administrator role, becomes the Team Lead role. However, you can set any
role as the Team Lead using the Set as Team Lead button. You can also delete
the Team Lead role if it is the only role in the list.
• Team Participants
You can add team participants to team roles. Participants can be users and
groups. Users and groups can be assigned to one or more roles. A role can have
multiple participants.
1. From the function menu of the document template, select Team Roles and
Permissions.
2. Create a role:
a. On the left side of the page in the Role Access section, click Add Role.
b. On the right side of the page, in the Add new role section, enter a name in
the Role box.
c. Optional Enter a description in the Role Description box.
d. Click Add.
2. On the left side, in the Participants section, click Find & Add.
3. On the right side of the page, find the user or group that you want to add.
4. In the Role menu beside the user or group, select the role that you want to
assign to this user or group.
5. Click Submit.
The group replacement always applies when one of the attributes that is used to
define the group is changed: when the business workspace is created, when the
attribute of a business workspace is changed later, and when an attribute is filled
manually.
You can also use this mechanism to remove groups. If you define that a group
should be removed, this group has access only to the template and not to the
business workspace based on the template. For a detailed description of the
complete process, see section 7.2.2.1 “Using generated groups to define permissions
for workspace folders ” in OpenText Extended ECM for SAP Solutions - User
Management and Access Control Scenarios (ERLK-CUM).
Prerequisites
• You use groups to restrict access to the template or parts of it. The groups are
only used for the template.
• You grant the groups direct access instead of adding them as team participants to
a team role.
• If you want to use variables, you have already defined them. For more
information, see “Defining and using variables” on page 81.
• If you want to use a category and an attribute, retrieve their ID.
1. From the function menu of the document template, select Properties > Specific.
The Group Replacements section lists all groups that are granted access to the
template or items within the template.
2. To remove the group, select the group name and leave the Target Group field
empty.
When a business workspace is created from this template, the group is removed
and will not be granted access to the created workspace.
3. To generate a group, select the group name. In the Target Group field, add the
name of the group to be generated. You can use the following replacement tags:
The replacement tags are replaced with actual values when a workspace is
created from the template.
To define variables:
3. Enter the name of the variable and the value and save your changes.
4. Click Add variable to add a row. Click Remove variable to delete a row.
Example: A customer workspace can have relationships to all sales orders, which this
customer placed. Or a product workspace can have relationships to all customers who bought
this product.
Tip: Alternatively, you can use the Related Items sidebar widget to display
relationships of a business workspace. For more information, see “Related
Items sidebar widget” on page 47.
In the SAP system, you have defined relationships between customers and
products. In the Customer document template, you can add a Related
Business Workspaces folder for products and call this folder Products.
Every created customer business workspace then contains a specific
Products folder with links to the related products ordered by this specific
customer.
Prerequisites
• Relationships are defined in the SAP system.
• The property provider for this business object provides the relationships.
• Business workspaces must exist for the related business objects.
Prerequisites
• Relationships between business workspaces are defined in Content Server.
Manual relation- Users can manually create relationships between business workspaces. This option
ships is only available in folders of the type Related Business Workspaces in Classic View.
Manually added relationships always are in child relation to the containing business
workspace. Only manually added relationships can be removed again.
Prerequisites
• Simple Search forms must be set up. For more information, see “Configuring a
simple search” on page 257.
• The Related Business Workspaces folder is configured to display child business
workspaces. Only in this case, the Add manual Business Relationships menu
option is available.
Tip: You can use several Related Business Workspace folders for different
types of related items.
Tip: For more information about the user experience of this search option, see
section 3.1.4 “Searching related items” in OpenText Extended ECM for SAP
Solutions - User Guide (ERLK-UGD).
• Status
Defines if related workspaces are not followed, always followed, or, if
following workspaces is provided as a selectable option, the user then can
select the Follow Contained Workspaces option in the Search From Here
menu.
• Limit
Sets the maximum number of business workspaces that are searchable. If the
content of the Related Business Workspaces folder exceeds this number, the
business workspaces that have been recently modified are searched first.
Note: You can use cross-application business workspaces if you want to display
similar business objects from different SAP systems in one type of workspace.
For this, you use one workspace type for several business object types. For
example, a person is stored as a business partner in SAP SRM and as a vendor
in SAP ERP, both of these roles are displayed in the same workspace type. For
more information, see “Cross-application business workspaces for multiple
business objects” on page 17.
2. Click New Business Object Type in the right corner of the list.
3. To define the new business object type, you need at least the information
described in Section 3.13.1: “Configuring a basic business object type”
on page 86. All other configuration sections are optional at this point and can
be completed later.
General section
• Name: Enter a name for the new business object type.
Tip: You can also create the business object type without connection to
the SAP system. The Extended ECM configuration tries to link to the
SAP system.
• Business Object Type: Select an entry from the list of all business object
types that are available in the SAP system. If you are not connected to the
SAP system, you can enter the business object type manually.
Important
You must select a business object that is not already used in a
business object type configuration. Otherwise you cannot save this
business object type.
• Workspace Type: Select the workspace type that you created for this
business object type.
You can also create a new workspace type at this point. Click New
Workspace Type and define the workspace type. For more information, see
“Creating a workspace type” on page 40.
• Default Display for Workspace Type: If you have more than one business
object type associated with the same workspace type, enable this option to
make this business object type the default type to be displayed.
Content Server Classic View
If you did not select any business object type for default display the
following occurs in a business workspace:
• No sidebar widgets will be displayed in the newly created workspace
• No Web URL will be displayed on the Properties > General tab of the
business workspace
Whenever you select the Default Display ... option for a business object type,
it will be removed from other business object types that are linked to the
same workspace type.
• Default Search for Workspace Type: Enable this option so that users use the
search of this business object type when they create a business workspace
manually in Content Server.
Whenever you select this option for a business object type, it will be removed
from other business object types that are linked to the same workspace type.
• Display URL: Specify the URL that is used to display the business object.
The URL syntax depends on the respective type and version of the business
application.
• For workspaces references, this URL is used for the Display button on the
General tab of the business workspace's properties (function menu
Properties > General).
• For added business objects, this URL is used when the user clicks the
Display action of an added business object in the Business Objects tab.
You can use variables to define the URL. For more information, see
“Creating the display URL” on page 90.
Notes
• Map all fields of the business object type that you want to display in
Content Server. Make sure that you also map all fields that are required
for the determination of the workspace name and the location. If you
need attributes for Content Server policies that are generated from SAP
authorizations, you must map them as well. For more information, see
“Mapping authorizations in SAP” on page 96.
• You cannot assign a property group to a simple attribute.
Business Properties
• Business Property: Name of the business property as it is provided by the
property provider. If the SAP System is available, click in the field to get a list
of all business properties of this business object.
• Mapping Method and Category / Attribute
Business Property: Enter the exact name of the business property and the
attribute name.
Category Attribute: Select the category and its attribute from Content Server.
1. To enable or disable a business object type, click the respective icon in the
Status column.
Enabled
The business object type is available to create new business workspaces,
and it can be used to add as a business object to a Content Server item (if
configured).
Disabled
This business object type cannot be used to create business workspaces.
Neither can it be used to add business objects to a Content Server item,
2. To edit an existing business object type, click the name of the business object
type.
3. To delete a business object type, click Purge in the Actions column. You
can only purge business object types that are not referenced by a business
workspace or a business attachment.
• For workspace references, this URL is used for the Display button on the
General tab of the business workspace's properties (function menu Properties >
General).
• For added business objects, this URL is used when the user clicks the Display
action of an added business object in the Business Objects tab.
The following sections provide example display URLs for selected business
applications.
$BaseUrl$/sap/bc/gui/sap/its/webgui?
~logingroup=SPACE&~transaction=%2fOTX%2fRM_WSC_START_BO+KEY%3d
$BorObjectId$%3bOBJTYPE%3d$BorObjectName$&~OkCode=ONLI
$BaseUrl$/sap/bc/gui/sap/its/webgui?
~logingroup=SPACE&~transaction=%2fOTX%2fRM_WSC_START_BO+KEY%3d
$attribute:catname=<Cat ID>,attrname=<attribute name>$%3bOBJTYPE
%3d$BorObjectName$&~OkCode=ONLI
<Cat ID> Category ID which you find in the URL of the category in
Content Server: ...&objId=1234567&...
<attribute name> Name of the attribute
<set name> With attributes grouped in a set, you must also use the set
name followed by a colon and the attribute name.
$attribute:catname=<Cat ID>,attrname=<set
name>:<attribute name>$
$BaseUrl$/sap/bc/gui/sap/its/webgui?
~logingroup=SPACE&~transaction=%2fOTX%2fRM_WSC_START_BO+KEY%3d
$attribute:catname=1234567,attrname=LastName$%3bOBJTYPE%3d
$BorObjectName$&~OkCode=ONLI
$BaseUrl$/sap/bc/gui/sap/its/webgui?
~logingroup=SPACE&~transaction=%2fOTX%2fRM_WSC_START_BO+KEY%3d
$attribute:catname=1234567,attrname=Company:Name$%3bOBJTYPE%3d
$BorObjectName$&~OkCode=ONLI
$BaseUrl$/sap/bc/webdynpro/ixos/dcview?
project=ECMLINK_PC&viewid=001&version=01&sap-client=800&sap-
language=EN&SELFIELD1=SF_LIFNR&SELOPTION1=CP&SELSIGN1=I&VALUE_LOW
1=$BorObjectId$&sap-wd-configId=/IXOS/DC_WD_DCVIEW_FULL
To identify the SAP SRM business object, you can use the BorObjectID or a category
attribute. Business partners (BUS1006), however, are handled differently.
The following provides URL templates that you can fill with the values from the
table below.
$BaseUrl$/sap/bc/bsp/sap/crm_ui_start/default.htm?crm-object-
type=<Object Type>
&crm-object-action=B&crm-object-value=$BorObjectId$
Substitute <Object Type> with values from the respective column in “CRM business
objects that are supported by Extended ECM” on page 217.
$BaseUrl$/sap/bc/bsp/sap/crm_ui_start/default.htm?crm-object-
type=BT111_OPPT
&crm-object-action=B
&crm-object-value=$BorObjectId$
Example URL for Business Partner displayed for Business Role “Sales
Professional”
$BaseUrl$/sap/bc/bsp/sap/crm_ui_start/default.htm?crm-object-
type=BP_ACCOUNT
&crm-object-action=B&crm-object-value=$BorObjectId$
&crm-object-keyname=PARTNER&saprole=SALESPRO
&sap-language=<language>#<semantic object>-<action>
&/newdetail/SalesOrders(\'$attribute:catname=<category
name>,attrname=<attribute name>
&sap-language=EN#<Semantic Object>-Action
&/newdetail/
SalesOrders(\'$attribute:catname=6377616,attrname=Sales Order ID
$\')/$attribute:catname=6377616,attrname=Customer ID
$/$attribute:catname=6377616,attrname=Ship To$/1000/10/00
Note: This sample URL contains line breaks for better readability.
For more information, see “Integrating Extended ECM for SAP Solutions into
SAP Fiori apps“ on page 201.
2. Find the Connected Workspaces Operation usage types and configure them
according to your requirements.
For more information about permissions and privileges in Content Server, see
section 5.3 “Permissions on Content Server” in OpenText Extended ECM for SAP
Solutions - User Management and Access Control Scenarios (ERLK-CUM).
Important
The Content Server category attributes used for policies must be defined in
the metadata mapping configuration.
For information about the complete configuration, see section 8 “Using SAP
authorizations to restrict workspace access (optional)” in OpenText Extended ECM for
SAP Solutions - User Management and Access Control Scenarios (ERLK-CUM).
1. In the IMG, navigate to the Extended ECM > Maintain Business Object
Declarations activity and click Execute.
2. Select a business object declaration from the list and double-click Workspace
Authorization.
4. Select the entry from the list of available authorizations and double-click Field
Mapping.
Object Type
SAP business object type related to the workspace.
Object
Authorization object in SAP which is related to the SAP business object
type.
Field name
Field name of authorization object in SAP which is related to the SAP
business object type.
CS category attribute
Attribute name of the Content Server category.
You define the search help in the business object declaration. For more information,
see “Creating a business object declaration in SAP” on page 32.
Note: You can only use Elementary Search help. Collective search help is not
supported.
1. In the IMG, navigate to the Extended ECM > Maintain Business Object
Declarations activity and click Execute.
2. Select a business object declaration from the available list; then double-click
Search Help F4 Support in the Dialog Structure area.
3. Enter or modify the following parameters:
Exact Search
If active, the search looks for values that exactly equal the search criteria
(value = search criteria). If not active, the search will look for values that
contain the search criteria (search for values with pattern
*search criteria*) .
1. In the IMG, navigate to the Extended ECM > Business Object Declarations
activity, select a business object declaration from the available list and double-
click Search Help Business Object Key.
Object Type
Business object that is used as workspace reference or as a business object
that is added to a Content Server item.
Key field
Key field of the business object.
SearchHelpParam
Parameter of the search help.
Key inactive
If active, the key field of business object will not be filled. This setting is
used in cases where a key of a business object is composed of several key
fields, but not all fields should be filled.
For example, the business object WBS Element (BUS2054) has a key with two
key fields; but only one is actually used by SAP, for example when storing a
document with ArchiveLink.
To be consistent with SAP, deactivate the key field that is not used by
setting this parameter.
Example: You decided to create a business workspace for each one of your customers.
Instead of creating the workspace manually when you created a new customer, you customize
Extended ECM for SAP Solutions to automatically create a business workspace for each new
customer.
For this, you use the SAP event CREATED that triggers the creation of a workspace.
In addition to the steps you take to enable manual workspace creation, you must
customize the events that trigger the automatic creation.
Extended ECM for SAP Solutions provides the following function modules for the
automatic update and creation of workspaces. To use the asynchronous queuing,
use the respective function module that end with _ASYNC or _ASY. For more
information, see “Creating business workspaces and declaring document
asynchronously” on page 101.
For more information about the Maintain Receiver Module Events IMG activity,
see “SAP: Linking events to receiver type function modules” on page 124.
Parallel You can use parallel processing for the asynchronous queue. In order to increase
processing speed, you can define that several processes run in parallel for a defined number of
items. You can define the settings for the program when you schedule the
background job.
Monitoring You can monitor the queue, check errors and re-start a queued item manually. You
can also control the queuing process by locking writing to or reading from the
queuing database table or locking the process itself. For more information, see
“Setting queue properties” on page 103.
1. Enqueue item
2. Store items
in queue
4. Read items
from queue
5. Create business
workspaces
Interaction
mechanisms in
SPRO
1. Lock queue filling 2. Lock queue reading 3. Lock automatic queue
processing
API functions The Extended ECM for SAP Solutions contains function modules for Create or
and function Update events to be processed either synchronously or asynchronously. For
modules
workspace creation that is not event based, you can use the new API methods. The
API is described in the SDK documentation, which you find in OpenText My
Support (https://knowledge.opentext.com/knowledge/cs.dll/Open/44140285).
Note: OpenText recommends that you first analyze the rate of the workspace
creation and update operations and the time one operation consumes. In most
cases, the manual queue processing can deliver the best system response time
and resource consumption rate. So according to the results of the analysis
schedule the queue processing manually to run in periodically.
If you want to process manual workspace creation via the asynchronous queue, you
must address the BOR API. For more information, see the SDK documentation,
which you find in OpenText My Support (https://knowledge.opentext.com/
knowledge/cs.dll/Open/44140285).
1. In the IMG, navigate to the Extended ECM > Maintain Receiver Module
Events activity and click Execute.
1. In the IMG, navigate to the Extended ECM > Maintain Declaration Queue
activity and click Execute.
c. Click Execute.
d. Define the settings:
Server group
You can define which server group should process the queue. For more
information about parallel processing with asynchronous RFC, see the
SAP documentation about parallel processing with asynchronous RFC
(for example at http://help.sap.com/saphelp_snc700_ehp01/helpdata/
en/22/0425c6488911d189490000e829fbbd/frameset.htm)
• Priority: While adding new items, the process can also define the processing
priority and with that differentiate the workspace creation scenarios.
• SLG Reference: Click to view a more detailed entry in the SAP application
log.
• Created by: Creator of the item
• Created on: Creation date and time in the format YYYYMMDDHHMMSS.
• Activity: Activity, for example Create a workspace. For information about
the value, press F4.
• Obj. Type: Business object type
• Key: Business object key
• Cont. Rep., Doc ID, Doc.type StrgeDat, Date, Reserver, Flag: Only relevant
for document declaration items.
5. To retry the creation of business workspaces for queued items, select one or
more rows, then click Re-process selected items.
Any user who has access to one of the business objects in one of the SAP system also
has access to the workspace, and thereby to the information provided by both
systems.
If you created a configuration in which more than one business object is related to
one common business workspace, the metadata propagation from the business
applications is as follows:
2. If there is metadata that is common to more than one business object and this
metadata is correctly configured for each business object for propagation into the
business workspace, then the resulting value will reflect the last business object
which updated the common metadata.
“Last one to update common metadata wins!”
Example: The following BOR objects are examples for a composite business workspace
scenario in SAP Plant Maintenance:
Tip: A sample property provider for SAP ERP tasklists and operations is part
of the SAP Extended ECM Solution Accelerator for SAP PM (https://
knowledge.opentext.com/knowledge/cs.dll/Open/37717526).
For more information, see “Configuring business object types” on page 84.
Workspace type
You only need to specify the Workspace Location for the workspace type for the
topmost parent business object. For a child business object, the location is always
the business workspace of the parent, regardless what you specify in the
workspace type.
Policies
Child business workspaces cannot have their own policies; they inherit policies
from their parent.
Creation
SAP - When you create a business workspace for a parent business object
automatically or manually, business workspaces for all according child business
objects are created.
Content Server - When you create a business workspaces for a parent business
object, no business workspaces for child business objects are created.
Deletion
When you delete a parent business workspace, all child business workspaces are
deleted, too.
Search behavior
Documents that are indexed with the metadata of their business workspace,
inherit also the metadata of all parent business workspaces.
For more information, see “Indexing documents and other items with business
workspace attributes” on page 254.
Sidebar widgets
• Attributes sidebar widget displays the attributes of the current business
workspace.
• Recent Changes sidebar widget displays all recently added or changed
documents in the current and all child business workspaces.
• Related Items sidebar widget displays the relationships of the current
business workspace.
• Work Items sidebar widget displays your work items.
When the business workspace is restored from the Recycle Bin, it is not re-connected
to the original business object. Users must manually assign a business object as
workspace reference again.
1. On the Content Server Administration page, click Recycle Bin > Configure
Recycle Bin.
2. Select Recycle Object for business workspaces, and cases and binders, if
needed.
3. Set the Access Restricted To option to Original Permissions.
• elservice.knownContainerTypes
• elservice.knownNonContainerTypes
For more details, see section 3 “Configuration” in OpenText Runtime and Core
Services - Administration Guide (ELCS-AGD) and OpenText Runtime and Core
Services - Configuration Parameters (ELCS-RCP).
New: You can now define a unique name for a Content Server appearance, to
make the theme mapping transportable.
After installation, unique names for standard SAP themes already exist. You can edit
these unique names and their assignment. Changes take effect immediately. The
following SAP themes are already configured: content_server, default,
sap_tradeshow, sap_tradeshow_plus. Unique names for appearances must use the
prefix theme_ and they are always expected in lower case, even if SAP sends the
parameter in upper case. For more information, see “Configuring unique names for
Content Server items” on page 147.
<STYLE>
#pw_SideBarWrapper {display: none;}
</STYLE>
These settings will turn off certain standard Content Server UI components such
as header and footer; an additional JavaScript will be added to the appearance
to manipulate the breadcrumb navigation.
Business attachments are links between an item in Content Server and a business
object.
• From the SAP perspective, you open your business object; then you add a
Content Server item as a business attachment. Business attachments are displayed
in the Business Content window. Typically, this a document, a folder or an URL.
• From the Content Server perspective, you add a business object to the Content
Server item.
A business object that is added to a Content Server item is displayed in the
Business Objects tab of that item. They are also indicated by the Business
Objects icon.
1. SAP Property Provider - Write your own property provider or use the default
property provider which is part of Extended ECM for SAP Solutions.
For more information, see “Implementing a property provider in SAP”
on page 31.
2. Content Server - Enable a business object type so that it can be used as business
attachment.
For more information, see “Configuring the adding of business objects to
Content Server items” on page 116.
3. Content Server - Select which Content Server object types can be used for
business attachments, typically folders or documents.
For more information, see “Content Server: Selecting objects types to add
business objects to” on page 119.
4. Optional Content Server - Configure the automatic adding of business objects.
For more information, see “Content Server: Configuring the automatic adding
of business objects” on page 118.
5. Optional For an automatic update of the attributes when business objects are
changed: In the SAP system (IMG), maintain the receiver modules. For more
information, see “SAP: Linking events to receiver type function modules”
on page 124.
Important
If metadata mapping is configured for added business objects,
you can only create one business attachment per workspace type
for a business object.
• Enable Callback Interface Before Adding Business Objects: Optional
execution of additional Business Add-Ins (BAdIs), which enhance the
SAP functions; these are executed prior to the process of adding a
business object.
• Enable Callback Interface Before Removing Business Objects: Optional
execution of additional Business Add-Ins (BAdIs), which enhance the
SAP functions; these are executed prior to the process of removing a
business object.
• Retrieve Business Object Key from. Specify the attribute that contains the
key of the business object.
Note: The available parameter values are the key fields of the selected
business object type.
1. Open the business object type that you want to use to automatically add
business object to Content Server items.
2. Add a category to the business object type that contains a boolean attribute
(“true” or “false”) which you can use as a trigger.
Note: The available parameter values are the key fields of the selected
business object type.
For more information about the automatic handling, see “Configuring eventing for
business workspaces and business attachments“ on page 123.
1. On the Content Server Administration page, click Extended ECM > Configure
Content Server Objects.
2. Select all object types where users may add a business object or where a
business object can automatically be added, for example, folders, documents,
and workspaces.
Tip: You must select the object URL if you want users to view shortcuts in
the Business Objects tab of the business workspace. For more
information, see section 3.5 “Adding a shortcut to a Content Server item
using a Simple Search” in OpenText Extended ECM for SAP Solutions - User
Guide (ERLK-UGD).
3. Click Update.
For more information about permissions and privileges on Content Server, see
section 5.3 “Permissions on Content Server” in OpenText Extended ECM for SAP
Solutions - User Management and Access Control Scenarios (ERLK-CUM).
For more information, see “SAP: Linking events to receiver type function modules”
on page 124.
You can customize the system so that whenever a business object is changed or
created, an action is triggered in Content Server. For example, when a business
object is created, a business workspace is created. Or when metadata is changed, this
change is transferred to the Content Server.
Typically, this is based on CREATED and CHANGED events which are triggered by
the business object. However, if a business object does not provide events, you can
use change documents as an alternative method. This chapter explains how to find
out which method is appropriate and how you customize it.
Important
The following describes only roughly how to find eventing methods for a
business object type. For a detailed description, see the SAP NetWeaver help
(http://help.sap.com/saphelp_nw70/helpdata/EN/c5/
e4aeef453d11d189430000e829fbbd/frameset.htm).
To find out which eventing method the business object type requires:
1. Find out if your business object type provides the CREATE and CHANGE
events:
c. Check if the business objects provides the required events. If so, you can
maintain the events in the IMG for Extended ECM for SAP Solutions. For
more information, see “SAP: Linking events to receiver type function
modules” on page 124.
2. If the business object type does not provide events, check which change
documents it writes that you can use to trigger events:
a. Run transaction SE16 to view table TCDOB which maintains the change
documents.
b. In this table, the TABNAME is the name of the table, and the OBJECT is
the name of the change document object. For example, the business object
type KNA1 (Business Partner) writes a change document DEBI.
For more information, see “SAP: Using change documents for the automatic
creation and updates when events are missing” on page 131.
You define entries for every relevant business object event and link them to the
respective function modules.
Tip: For composite workspaces, you might need a custom function module
with additional logic.
To use the asynchronous method via queuing, use the respective function module
that end with _ASYNC or _ASY. For more information, see “Creating business
workspaces and declaring document asynchronously” on page 101.
Important
The SAP Workflow System must be set up and running correctly for events
to be created (SWU3 transaction). For more information, see the SAP
documentation.
Table 5-1: Receiver type function modules and events for business
workspaces
Table 5-2: Receiver type function modules and events for added business
objects
1. In the IMG, navigate to the Extended ECM > Maintain Receiver Module
Events activity and click Execute.
3. It depends on the object type if you define settings for a BOR Object Type or a
ABAP Class.
• Object Type: Name of the object type, e.g. EQUI. For print lists, enter
PRINTLIST.
• Event: Event of the SAP business object type, for example CHANGED,
CREATED, ASSETTOBECREATED. The name depends on the object type.
• Receiver Type: Enter a name that identifies this entry. If you are using
the /OTX/RM_WSC_UPD_SUPERTYPE or the /OTX/
WSC_UPD_BUS_REFS_SUPER function module, enter the name of the
supertype of the derived business object, for example KNA1. For more
information, see “SAP: Using change documents for the automatic
creation and updates when events are missing” on page 131.
• Receiver Call: Select Function Module.
• Receiver Function Module: Receiver function module for the required
function, see “Receiver type function modules and events for business
workspaces ” on page 125 or “Receiver type function modules and
events for added business objects” on page 126.
• Check Function Module: Leave empty.
• Receiver Type Function Module: Leave empty.
• Destination of Receiver: Enter NONE to use the context of the user who
runs the functions. If you leave this field empty, the WF-BATCH user is
used. It must exist in your system.
• Event delivery: Select Using tRFC (Default).
• Linkage activated: Select this option to enable the linkage.
5. Click Save.
For examples of possible entries for the different scenarios, see “Configuration
examples for business workspace and business object updates” on page 129.
Tip: To find out if a business object writes the documents, see “Preparing an
eventing implementation” on page 123.
Note: You can use only one of the function modules. If you need both the
update of business workspaces and of business objects, contact OpenText
Global Technical Services for assistance.
1. In the SWO1 transaction, derive a new subtype for the business object that does
not have the required events. For example, create a subtype Z_KNA1 for the KNA1
supertype. As program, enter Z_KNA1.
2. In the SWO1 transaction, for the created subtype, add the /OTX/RMWSC interface.
This interface creates the relevant events for the derived business object.
4. Link the function module to the event of the new subtype as described in “SAP:
Linking events to receiver type function modules” on page 124. In the Receiver
Type field, enter the name of the supertype of the derived business object, for
example KNA1.
Tip: For more information about the creation of events when change
documents are written, see the SAP Help portal (http://help.sap.com/
saphelp_nw70/helpdata/EN/c5/e4aeef453d11d189430000e829fbbd/
frameset.htm).
1. In the IMG, navigate to the Extended ECM > Maintain Change Document
Events activity and click Execute.
• Change doc. object: Enter the change document object, for example DEBI.
• Object Category: BOR Object Type
• Object Type: Derived business object type, for example Z_KNA1.
• Event: Enter CHANGED or CREATED.
• Trigger Event: Select On Create or On Change.
For the update of policies when role assignments are changed or deleted, create
two entries. For more information, see section 8.5 “Enabling automatic policy
assignment for changed role assignments” in OpenText Extended ECM for SAP
Solutions - User Management and Access Control Scenarios (ERLK-CUM).
3. Click Save.
With Extended ECM for SAP Solutions, you can make ArchiveLink documents and
print lists available on Content Server. In addition, you can set the declared
documents under the responsibility of OpenText Records Management by assigning
an RM Classification. You have to define the following:
• Which types of documents do you want to declare: ArchiveLink document or
print lists?
• Do you want to set the declared documents under OpenText Records
Management (OpenText Records Management scenario)?
• Where do you want to store the documents and should they be available to users
on Content Server (Shared Documents scenario)?
Prerequisites
• Records Management must be set up.
• The system is set up for document declaration according to section 19.5
“Preparing document declaration” in OpenText Extended ECM for SAP Solutions -
Installation and Upgrade Guide (ERLK-IGD). After this the following must be
available:
• Enterprise Library application with relevant permission settings.
• Records Management classification (only if you want to set the documents
under Records Management)
• Folder type and item type are imported.
• Authorization for records is defined.
• The system categories otx.sap.rm.SystemArchiveLink and otx.sap.rm.
SystemPrintList were created.
Business Property
Provider
From Content Server
Categories
RM Classification
Supplemental Markings
Steps overview
2. Optional SAP IMG - Create a new Enterprise Library item type for document
metadata. You can use the property provider to create the category
automatically. For more information, see “SAP: Creating an Enterprise Library
item type and additional categories for a specific property provider”
on page 143.
3. SAP IMG - Create a document declaration. For more information, see “SAP:
Creating an document declaration” on page 149.
5. SAP IMG - Assign the newly created declaration ID to a business object and a
document type. For more information, see “SAP: Assigning a document
declaration to a business object and a document type” on page 160.
Prerequisites The system is set up for document declaration according to section 19.5 “Preparing
document declaration” in OpenText Extended ECM for SAP Solutions - Installation and
Upgrade Guide (ERLK-IGD).
1. In the SAP system, create a new business property provider if the default
property provider is not suitable for you. For more information, see “SAP:
Implementing a property provider for document declaration” on page 141.
2. On Content Server, create categories.
The categories are used to store metadata of the ArchiveLink document, such as
the ArchiveLink document type.
For more information, see “Content Server: Setting up categories for
ArchiveLink documents and print lists” on page 142.
3. Optional On Content Server, create a Records Management classification (RM
classification).
The RM classification is mandatory if you want to enable the Records
Management capabilities. The RM classification is typically part of an overall
file plan. For more information, see “Content Server: Setting up RM
classifications for ArchiveLink documents and print lists” on page 147.
4. Define unique names for all Content Server items, for example categories and
folders, that you want to use in your document declaration. For more
information, see “Configuring unique names for Content Server items”
on page 147.
5. In the SAP system (IMG), define a declaration for the defined Content Server
location, categories and classifications. For more information, see “SAP:
Creating an document declaration” on page 149.
If you want to enable Records Management, for the Records Management
settings, specify an existing RM classification and all additional fields as
required.
6. Optional In the SAP system, enter the names of declared documents in additional
languages. For more information, see “SAP: Providing multilingual document
names” on page 158.
7. In the SAP system (IMG), assign a declaration ID to the document type and SAP
object type. For more information, see “SAP: Assigning a document declaration
to a business object and a document type” on page 160.
8. Optional For automatic declaration, select the Automatic check box. Any new
ArchiveLink entry matching the given object type and document type is
automatically declared as a record.
In the SAP system (IMG), maintain the receiver modules to make sure that the
documents are updated automatically. For more information, see “Maintaining
receiver modules for CHANGED events (optional)” on page 167.
Your SAP system creates daily reports that you want to store on Content
Server. You can define a root folder for print lists created by the same report
and create subfolders for every day the report runs.
Prerequistes The system is set up for document declaration according to section 19.5 “Preparing
document declaration” in OpenText Extended ECM for SAP Solutions - Installation and
Upgrade Guide (ERLK-IGD).
1. In the SAP system, create a new business property provider if the default
property provider is not suitable for you. For more information, see “SAP:
Implementing a property provider for document declaration” on page 141.
4. Define unique names for all Content Server items, for example categories and
folders, that you want to use in your document declaration. For more
information, see “Configuring unique names for Content Server items”
on page 147.
5. In the SAP system (IMG), define a declaration for the defined Content Server
location, categories and a classification. For more information, see “SAP:
Creating an document declaration” on page 149.
For the Document Location setting, keep the following in mind:
• If you select Constant and leave the field empty, the Enterprise Library
Services application folder becomes the root folder and the documents are
not accessible for users .
• The Workspace option is only relevant in special scenarios, i.e. if the
property provider associates the print list with a specific object.
If you want to use Records Management for the Records Management settings,
specify an existing RM classification and all additional fields as required.
7. In the SAP system (IMG), assign a declaration ID to the document type and SAP
object type. For more information, see “SAP: Assigning a document declaration
to a business object and a document type” on page 160.
8. Optional For automatic declaration when print lists are created: Select the
Automatic check box if any new print list entry matching the given object type
and document type should be declared as record automatically.
For automatic declaration when print lists are created: In the SAP system (IMG),
maintain the receiver modules events. For more information, see “Maintaining
receiver modules for automatic declaration of print lists” on page 164.
• /OTX/RM_CL_PP_ALINK
This provider class allows storing documents with all the ArchiveLink properties
like Document ID, Business Object Type, etc.
• /OTX/RM_GEN_PP_ALINK_DOC
Generic property provider for document declaration. You can use this property
provider without further enhancement and development. You may also derive it
to change its behavior.
• /OTX/RM_CL_PP_PRINTLIST
This provider class allows storing print lists.
Note: These interfaces may change with the next version of Extended
ECM for SAP Solutions. Therefore, be aware that possible upgrade tasks
will not be covered by Extended ECM for SAP Solutions.
For more information about property providers, see the SDK in OpenText My
Support (https://knowledge.opentext.com/knowledge/cs.dll/Open/44140285).
You can also create system categories manually, but copying the imported item
types ensures that no mandatory category attributes are missing.
Caution
Do not delete the original category file under Open the Enterprise
Library Types Volumes.
5. Create unique names for the system categories. You will need the unique name
for the document declaration configuration in the SAP IMG. For more
information, see “Configuring unique names for Content Server items”
on page 147.
In addition to the system categories, you can create further categories for the
documents and records in Content Server. For more information, see “SAP: Creating
an Enterprise Library item type and additional categories for a specific property
provider” on page 143.
Note: This program only creates categories for non-generic property providers.
For more information about creating categories for a generic property
provider, see “SAP: Creating an Enterprise Library item type and additional
categories for a generic property provider” on page 145.
Note: To define categories manually, on the global menu, click Enterprise >
Connected Workspaces, and then click Categories. Create categories and add
attributes to them.
1. Navigate to the Extended ECM > Document (ArchiveLink) ... > Create Content
Server Category in the Enterprise Library Types Volume activity and click
Execute.
2. Create a new Enterprise Library item type for each property provider that is
used.
Specify the following parameters:
• Property Provider
Choose one of the business property providers available in the value list.
• Enterprise Library ID
Choose one of the configured IDs.
• Enterprise Library Type
Enter a name that features at least one dot to define a namespace.
• Type Description
Enter a description that states the purpose of the type.
3. Click Execute.
3. Copy the contained category file to a different location within the Enterprise
Workspace. If required, you can change the category name.
Caution
Do not delete the original category file under Open the Enterprise
Library Types Volumes.
Note: Note the location of the copied category file. You will need this
information to configure new document declarations in the IMG in SAP. For
more information, see “SAP: Creating an document declaration” on page 149.
2. Create a new Enterprise Library item type for each business object type that
uses the generic property provider.
Specify the following parameters:
3. Click Execute.
2. Browse to the folder named like the item type you just created and open it.
3. Copy the contained category file to a different location within the Enterprise
Workspace. If required, you can change the category name.
Caution
Do not delete the original category file under Open the Enterprise
Library Types Volumes.
Note: Note the location of the copied category file. You will need this
information to configure new document declarations in the IMG in SAP. For
more information, see “SAP: Creating an document declaration” on page 149.
To define classifications:
New: You can now map SAP themes to Content Server appearances using
unique names.
Note: After you created all relevant items on Content Server and before you
create the document declarations or policy definitions, you must define unique
names for all Content Server items that are relevant for your document
declarations or policy definitions.
1. On the Content Server Administration page, click Extended ECM > Configure
unique names.
The displayed list may already contain unique names that where created during
the migration of old document declarations.
Tips
• If you want to edit an already defined unique name, make sure that
you change the unique name in all document declarations in the SAP
system where it is used.
• To edit the unique name, enter the changed name into the field.
• To edit the assignment to a Content Server item, click Select again.
• Unique names for SAP themes must begin with theme_.
3. Click Select to assign the unique name to a Content Server item. All item types
are available.
Create unique names for all items that you want to use in your document
declarations and for policies.
Tip: If you want to add more than five new entries, enter the first five
unique names, save your changes and open the Configure Unique Names
page again. There will be five new rows.
For the document declaration, you need the following information; some of them
must be configured before you begin this procedure.
1. In the IMG, navigate to the OpenText Extended ECM ffor SAP Solutions >
Extended ECM > Document (ArchiveLink) ... > Maintain Document
Declarations activity and click Execute.
• Declaration ID
Enter a unique name for this declaration.
• Description
Enter a description that states the purpose of the document declaration.
• Business Property Provider
Select one of the available property providers from the value list.
Extended ECM for SAP Solutions includes the following default property
providers:
/OTX/RM_CL_PP_ALINK for ArchiveLink documents
/OTX/RM_GEN_ CL_PP_ALINK as generic property provider for ArchiveLink
documents
/OTX/RM_CL_PP_PRINTLIST for print lists.
Click Next.
Enterprise Library ID
Select one of the configured Enterprise Library IDs from the value list. For
more information about the connected Enterprise Libraries, see section 18.5
“Maintaining Extended ECM connections” in OpenText Extended ECM for
SAP Solutions - Installation and Upgrade Guide (ERLK-IGD).
System Category Unique Name
Select an existing unique name of an Extended ECM for SAP Solutions
system category. The category will store the system properties coming from
the property provider.
For more information about creating an Extended ECM for SAP Solutions
system category, see “Content Server: Setting up categories for ArchiveLink
documents and print lists” on page 142. For more information about unique
names, see “Configuring unique names for Content Server items”
on page 147.
Categories (optional)
You can add more categories that store the non-system properties coming
from the property provider specified before. Click Insert Category to add
a row and select an existing Content Server category by its unique name.
Note: The category that has been specified under System Category
cannot be selected.
Document Location
ArchiveLink documents and print lists declared as records are stored in
Content Server. The document location defines the target folder where
records will be stored. You refer to folders using the unique names you
defined for them. For more information about unique names, see
“Configuring unique names for Content Server items” on page 147.
The following parameters are available:
• Unique Name
Unique name of an existing folder within Content Server. However,
if the field is empty, the Enterprise Library Services Application
folder becomes the root folder. In this case, the document will not be
accessible to users.
• Workspace
By using the fields Object and Key, the business workspace where
the document will be located can be specified explicitly. If the fields
Object and Key are empty, the document or print list will be located
according to the workspace definition for the associated business
object.
• Object
Optional: SAP object type (e.g. EQUI)
• Key
Optional: Property of the property provider with the key of the
business object for the workspace where the document is stored.
• Business Property
ID of an existing folder within Content Server provided by a
property of the assigned property provider. If the value of the field is
0, the Content Server application folder becomes the root folder.
Document Name
ArchiveLink documents and print lists declared as records are stored in the
defined document location; the record name is defined in the Document
Name field. You can create a name pattern with normal text, placeholders
and modifiers similar. For more information, see “Creating a name pattern
for record declaration” on page 156. Modify the default document name
according to your storage strategy. Insert the property placeholder using
the Insert Placeholder button.
Tips
• OpenText recommends that you define the Document Name in a way
that it gets an unique name.
• You can also configure different document names for different
languages. For more information, see “SAP: Providing multilingual
document names” on page 158.
Click Next.
4. Categories Mapping
The Categories Mapping dialog always displays a tab for the system category
and a tab for each additional category.
Click Search help in the respective rows to define the mappings between
SAP business properties and category attributes.
Business properties with the same type and name as a category attribute are
suggested as default mapping. For each mapping pair, the F4 value list displays
all business properties with the same type as the corresponding category
attribute.
5. If the mapping table has property groups, click the respective Map button to
define the mappings of the subproperties.
Click OK to close the Property Group Mapping dialog.
Click Next.
• RM Classification (optional)
If you select Unique Name, you refer to the RM classification using the
unique name you defined for it. For more information about unique names,
see “Configuring unique names for Content Server items” on page 147.
If you select Template, a template mechanism with placeholders is provided
similar to the one for Document Location field. You can create a pattern to
define the RM Classification template using normal text, document property
values and modifiers.
Insert the property placeholder using the Insert Placeholder button. For
more information, see “Creating a name pattern for record declaration”
on page 156.
• Record Date
• Status
• Status Date
• Mark Official
Notes
• Empty RM classification field
Be aware of the following behavior:
• Creating a document: If the document inherits an RM classification,
all other RM configuration parameters are applied.
Tip: These parameters correspond to the fields on the Records Detail tab
for a declared document in the Content Server Web UI.
Offset: +2
Cut off the specified number of characters and displays the rest. Separate the
modifier from the attribute by a colon. An out-of-bound offset causes an error.
Length: (8)
Displays the specified number of characters. Separate the modifier from the
attribute by a colon. An out-of-bound length causes an error.
Combination
You can combine all of those pattern modifiers.
An out-of-bound offset or length will cause an errors during the creation of the
record.
You can compose a path of several attributes. However, if one of those attributes
does not provide a value, this attribute is omitted without error message.
Example: You define the path with the following attributes: [Country]/[City]/
[MaterialType]. If the [City] attribute delivered no value the subpath would consist of
only [Country]/[MaterialType].
Note: To separate folders, use the slash character /; the colon : cannot be used
in Content Server paths. It is replaced by a space.
Customizing overview
1. In the IMG, navigate to the OpenText Extended ECM for SAP Solutions >
Extended ECM > Document (ArchiveLink) ... > Maintain Multilingual
Document Declaration Templates activity and click Execute.
• Declare ID: Select the document declaration that you created in Step 2 of
“SAP: Creating an document declaration” on page 149.
• Lng ISO: Select a language ISO code.
• Title template: Enter naming schema for this language.
You can use variables for the document names. For more information, see
“Creating a business object declaration in SAP” on page 32.
1. In the IMG, navigate to the Extended ECM > Document (ArchiveLink) ... >
Assign Declaration ID to Object Type and Document Type activity and click
Execute.
Note: For automatic declaration of print lists, the CREATED event for
print lists must be linked to the respective receiver module; for details
see “Maintaining receiver modules for automatic declaration of print
lists” on page 164.
Caution
Do not select the Auth.Check check box when the GOS
enhancement /OTX/RM_BF_GOS_ATTACHMENT is activated; as it also
performs an authority check, performance will be impaired. For
more information, see “Customizing the GOS Attachment list for
Records Management” on page 190.
4. Click Save .
The following explains how you configure each field of the respective sections.
Tip: See section 4.6.1 “Declaring records ” in OpenText Extended ECM for SAP
Solutions - User Guide (ERLK-UGD) for detailed explanations on how to use the
declare dialog.
1. The Supplemental Markings table is only visible if the Content Server Security
Clearance Web Services module is installed and some supplemental markings
are defined (see Content Server Administration > Security Clearance
Administration > Security Clearance Levels and Supplemental Markings
Management). Selecting a supplemental marking is never mandatory.
3. The Records Management Fields configuration also defines whether the Cross
Reference field is visible or not. Selecting a cross reference is never mandatory.
a version, a check box appears to let users choose whether the selected cross
reference should be a version or not.
5. The Categories field is always visible. This field is only mandatory if the MIME
type of the current document has been associated to one or more categories (see
Content Server Administration > System Administration > Administer MIME
Types and Categories).
Asynchronous To use the asynchronous method via queuing, use the respective function module
queue that end with _ASYNC or _ASY. Also document declarations initiated by the workflow
processing
user are processed via the asynchronous queue. For more information about the
asynchronous queue, see “Creating business workspaces and declaring document
asynchronously” on page 101.
For ArchiveLink documents and printlists, the following function modules are
relevant:
Tip: The _ASYNC events are for using the asynchronous queue. For more
informations, see “Creating business workspaces and declaring document
asynchronously” on page 101.
For more information, see “Maintaining receiver modules for CHANGED events
(optional)” on page 167.
Table 6-1: Receiver function modules and events for document declaration
You must activate the creation of the PRINTLIST.CREATED event. After activation, a
receiver module must be linked to the CREATED event of the PRINTLIST Object Type.
Note: The SAP Workflow System must be set up and running correctly for
events to be created (SWU3 transaction). For more information, see the SAP
documentation.
1. Navigate to the Extended ECM > Activate Receiver Module Events activity and
click Execute.
3. Click Save.
Figure 6-2:
• Destination of Receiver: Enter NONE to use the context of the user who runs
the functions. If you leave this field empty, the WF-BATCH user is used. It
must exist in your system.
• Linkage Activated: Select this option.
4. Click Save.
Example 6-2:
Depending on the SAP version used, the following screens might look different on
your system.
1. Navigate to the Extended ECM > Maintain Receiver Module Events activity
and click Execute.
2. Click New Entries.
• Event: Changed
• Destination of Receiver: Enter NONE to use the context of the user who runs
the functions. If you leave this field empty, the WF-BATCH user is used. It
must exist in your system.
• Linkage Activated: Select this option.
4. Click Save.
Notes
• In some application areas, events can be activated using SAP Change
Documents.
• The SAP Workflow System must be set up and running correctly for events
to be created (SWU3 transaction). For more information, see the SAP
documentation.
The Content Server integration widget provides JavaScript libraries, which you can
use to display business workspaces and other Content Server functionality in a
modern and more flexible way. By defining a custom theme you can define how the
widget displays.
User When a user starts creating a new business workspace, the integration widget first
experience offers business workspaces without business object. Users can then decide if they
want to complete one of the available early workspaces or create a new on.
New: User can now select from existing business workspaces without business
object and complete these, or they can create a new business workspace.
You can use the Content Server integration widget for the integration of business
workspaces into the following:
• SAP SRM
• SAP PPM
7.1 Prerequisites
Browser
Browser must be HTML5-compliant, which is any recent version of Firefox,
Safari, Chrome, and Internet Explorer starting from Version 10.
If you are using Internet Explorer, ensure that it starts in Standard mode.
SAP System
WebDynpro, for example SAP ERP, SAP SRM
• SAP_BASIS 731
• SAP_UI 740 (see SAP Note 1742528)
• Class CL_WD_HTML_ISLAND must exists on your system. Use transaction SE24
to check.
Configuration
• In the IMG activity OpenText Extended ECM for SAP Solutions >
Infrastructure > Maintain Extended ECM Connections, the Support
Directory field must contain the directory on Content Server where the files
for the Content Server integration widgets are stored.
• In the IMG activity OpenText Extended ECM for SAP Solutions > Extended
ECM > Maintain Business Object Declarations, the Use Widgets for UI
field must be selected. For more information, see “Creating a business object
declaration in SAP” on page 32.
SAP Notes
1746385 - Main WEBCUIF Browser Support Note
1753544 - Web Dynpro - HTML standards mode
1737445 - Internet Explorer standards mode rendering for EP
1742528 - Web Dynpro HTML integration: HTMLIsland, Container, Fragment
Microsoft IIS
If you want to use the integration widget and if you use Content Server on
Microsoft IIS, you must configure detailed errors messages on local and remote
requests. For more information, see section 4.2.1.2 “Configuring Microsoft IIS to
Return Meaningful REST API Error Messages” in OpenText Content Server -
Installation Guide (LLESCOR-IGD).
• 1956448 - Unequal rendering for NWBC and Web Dynpro ABAP - Prerequisite
for SAP Note 1963267 - SAP NWBC ABAP Runtime Patch 36
• 1963267 - SAP NWBC ABAP Runtime Patch 36 - For SAP NetWeaver Business
Client (NWBC) for HTML: Enables Web Dynpro applications to be started as
defined in the WdPreferredRendering application parameter. For this, the SAP
NWBC for HTML automatically switches Internet Explorer to the suitable
rendering mode.
See also SAP Note 1753544 - Web Dynpro - HTML standards mode
2. On the left, expand the Content Server web site, and click the Content Server
Application. The default Application name is OTCS.
3. In the middle pane, double-click Error Pages.
5. On the Edit Error Pages Settings, enable Detailed errors in the Error Responses
section, and then click OK.
For more information, see section 4.2.1.2 “Configuring Microsoft IIS to Return
Meaningful REST API Error Messages” in OpenText Content Server - Installation Guide
(LLESCOR-IGD).
You have several customizing options when integrating Extended ECM for SAP
Solutions into SAP GUI:
• Make business workspaces and business attachments available via Generic
Object Services (GOS).
• Customize the functions and appearance of the Business Content window.
• Customize the GOS Attachment list for Records Management.
Tip: For a detailed description of the Business Content window, see section 25.2
“OpenText Business Content window” in OpenText Archiving and Document
Access for SAP Solutions - Scenario Guide (ER-CCS).
1. Start the SM30 transaction and enter SGOSATTR in the Table/View field. Click
Maintain.
3. Customize the new entry according to the following list. The OTX_ATTACH
service displays the Business Content window: business workspaces, business
attachments and business documents (ArchiveLink documents). From the
Business Content window, users can access the complete functionality.
Name of service
Etner OTX_ATTACH.
Description
Provide a description, for example, Business Content. This description is
displayed in the GOS menu.
Quick Info
Provide a quick info, for example, Business Content. This information is
displayed for the icon.
Service Type
Select Single Service .
Icon
ICON_BUSINAV_DATAMODEL
4. You must define the position of the new service in the General Object Services.
In the Next service field, enter the name of the service that should follow after
this service. If the service is the last, leave the field empty.
Important
If you do not define the position correctly, it might not be displayed at
all.
• You want to add the new service at the beginning of the existing services:
Enter the name of the first existing service in the Next service field of the
new service.
• You want to add the new service at the end of the existing services: Enter the
name of the new service in the Next service field of the last existing service.
Leave the Next service field of the new service empty.
• You want to add the new service in between the existing services: Enter the
name of the new service in the Next service field of the predecessor of
existing services. Enter the name of the successor existing service in the Next
service field of the new services.
5. Click Save.
Note: For more information about maintaining the SGOSATTR table, see the SAP
documentation (https://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/
a0139058-ef9d-2b10-598c-9e23dc6f44fc).
For problems when displaying services in GOS, see SAP Note 961713 -
Structure of table SGOSATTR.
New: You can now customize, which items are displayed in the Business
Content window of a certain business object type.
1. In the IMG, navigate to the Extended ECM > Business Content Window >
Maintain Business Content Window Display Options and click Execute.
Tip: For general settings of the Business Content window, which are also
placed in this dialog, see “Enabling the integration widget in the Business
Content window” on page 183.
Note: The customizing applies only to Content Server Classic View, not if the
integration widget is used as described in “Enabling the integration widget in
the Business Content window” on page 183.
1. In the IMG, navigate to the Extended ECM > Business Content Window >
Maintain Business Content Window Menu and click Execute.
Code ID
Enter the code ID. Use the F4 help to retrieve the code ID.
BROWSE Open
COPY Copy
DELETE Delete
DOWNLOAD Download
FETCH Open
MAKEFAVORI Add to Favorites
TE
MOVE Move
PRINT Print
TEXTEDIT Edit
VIEWDOC View with Content Suite Viewer
Add/Remove
Click Add or Remove. When you add an entry, it is added according to the
sequence in the Content Server menu. You cannot add already existing
entries.
Description
Enter a description. This description is displayed in the context menu. You
can use && to display the & character.
If you want to add the entry in other languages, use the standard SAP
mechanism (Goto > Translation).
Example: In the following example, the new menu item Zip & Download is added to
the menu.
1. In the IMG, navigate to the Extended ECM > Business Content Window >
Implement Business Content Window Menu BAdI and click Execute.
2. Implement your code. For detailed information, see the sample code provided
with the BAdI definition (menu Goto > Sample Code > Display).
To copy files, users can drag between different nodes in the Business Content
window. To download files, they drag a file to the Local Files node.
For this functionality, users must have the S_GUI authorization object with the
ACTVT=60 parameter. This authorization object is part of the /OTX/RM_USER role.
Important
If you want to use the integration widget and if you use Content Server on
Microsoft IIS, you must configure detailed errors messages on local and
remote requests. For more information, see section 4.2.1.2 “Configuring
Microsoft IIS to Return Meaningful REST API Error Messages” in OpenText
Content Server - Installation Guide (LLESCOR-IGD).
1. In the IMG, navigate to the Extended ECM > Maintain Business Object
Declarations activity and select Use Widgets for UI for the business objects for
which you want to enable the integration widget. For more information about
the activity, see “Creating a business object declaration in SAP” on page 32.
2. Optional To define the theme, in the IMG, navigate to the Extended ECM >
Business Content Window > Maintain Business Content Window Display
Options and click Execute.
Tip: For more customizing options for the Business Content window, see
“Select items to be displayed in Business Content window ” on page 179
All Content Server items that can be targets for a copy/move operation are
maintained in the /OTX/RM_STWL table. This table is part of Extended ECM for SAP
Solutions and it is filled with a predefined set of subtypes. The new table /OTX/
RM_STWL_C is available to maintain new entries.
Important
As soon as /OTX/RM_STWL_C has one entry, the /OTX/RM_STWL is not used
anymore. If you intend to use /OTX/RM_STWL_C, you must copy the entries
of /OTX/RM_STWL into the custom table.
1. Copy all entries from the /OTX/RM_STWL table to the Subtype column of the /
OTX/RM_STWL_C table.
b. Start transaction SM30 and open the maintenance view of the /OTX/
RM_STWL_C table.
c. Copy all entries from /OTX/RM_STWL into the clipboard. You can use CTRL
+ Y to copy several rows.
d. Copy the rows into the Subtype column of the /OTX/RM_STWL_C table.
• Conn. ID: Connection ID. You find this information in the IMG > OpenText
Extended ECM for SAP Solutions > Infrastructure > Maintain Extended
ECM Connections. For more information, see section 18.5 “Maintaining
Extended ECM connections” in OpenText Extended ECM for SAP Solutions -
Installation and Upgrade Guide (ERLK-IGD).
• Subtype: ID of the Case subtype. You find this information in the Content
Server Administration page > Template Workspaces Administration >
Administer Case Types. The subtype ID of a Case is a positive integer
between 31350 and 31399. For more information, see the Content Server
online help for this administration page.
2. Find the relevant role and add the J_6NRL_LFS authorization object.
Security settings - When a user accesses a local folder from the Business Content
window, an SAP security alert informs the user about the risk. Users can confirm the
message per access attempt or they can set the security options for their client.
Important
Thumbnail pictures for business documents are displayed automatically for
all document formats that are supported by the OpenText Imaging Web
Viewer. For more information, see section 25.2.3.2 “Using the Business
Documents function” in OpenText Archiving and Document Access for SAP
Solutions - Scenario Guide (ER-CCS).
2. Enable thumbnail generation and display. Set the MIME types for those file
formats, for which you want to provide thumbnails.
For more information, see the Content Server Administration online help.
Note: OpenText Brava! View for SAP Solutions runs against the OpenText
Imaging Windows Viewer integration of Archiving and Document Access on
an SAP system.
Since the Business Content window displays documents via Content Server it
cannot call Brava! View for SAP Solutions directly. Instead it uses the viewer
enabled for Content Server.
• Brava! Installation: Brava Server Components for OpenText Content Suite Viewer
– Installation and Administration Guide, available on OpenText My Support
(https://knowledge.opentext.com/knowledge/llisapi.dll/Open/61356446).
• Content Suite Viewer Administration on Content Server Administration page:
Content Suite Viewer Admin Online Help - Content Server Administration
(LLESDV-H-AGD)
• On Content Server, disable that the document opens for editing when the user
double-clicks it.
• Maintain mime types and define that Microsoft Office document are opened with
the viewer. For more information, see “Customizing MIME types for preview”
on page 189.
• Configure the Business Content window so that there is a new menu entry and
the document opens in Content Suite Viewer when the user double-clicks it.
2. In the Document Function section, for the Open function, select Disabled.
Note: If you do not want to disable the Open document function on Content
Server, the FETCH function will be used instead of the defined VIEWDOC function
when users double-click a document in Business Content window. You can
circumvent this by defining a description that is alphabetically before the
description of the FETCH action, for example FETCH with description Open and
VIEWDOC with description Display.
The /OTX/RM_GOS_DD table keeps a default list of MIME types for which Internet
Explorer add-ons enable an in-place rendition. If this list is not sufficient, you can
maintain a custom list in the /OTX/RM_GOS_DD_C table.
Important
Also add the MIME types from /OTX/RM_GOS_DD if you want to keep the
behavior of these MIME types as well.
Restrictions Web Viewer can only render documents that are archived to an OpenText archive.
For example, if you want to display a Microsoft Word document, Internet Explorer
starts Microsoft Word, but leaves an empty browser window open.
Important
Also add the MIME types from /OTX/RM_GOS_DD if you want to keep the
behavior of these MIME types as well.
Note: This customizing step is not necessary if you are using Business Content
window. For more information, see “Customizing the Generic Object Services
(SAP GUI) ” on page 177.
With business functions, you integrate the following into the GOS Attachment list:
Business functions
• /OTX/RM_BF_GOS_ATTACHMENT
Integrates Records Management functions into the GOS Attachment list.
• /OTX/RM_DOL_BF_GOS_ATT_LIST
Integrates business attachments into the GOS Attachment list.
• /OTX/RM_BF_DISP_PRINTLIST
1. In the IMG, navigate to the Extended ECM > Activate Business Functions
activity and click Execute.
Extended ECM for SAP Solutions provides an integration solution for SAP Hybris
Cloud for Customer. You can display the business workspace of a business object
along with the structured data. Integration points are the business objects Account,
Lead and Opportunity.
Prerequisites
• Content Server module Extended ECM for SAP (xecmsap) must be installed
• You must have access to Content Server administration pages
• You must have access to SAP Hybris Cloud for Customer administration pages
New: You can now integrate business workspaces in SAP Hybris Cloud for
Customer. Extended ECM provides seamless integration for business objects
account, lead, and business opportunity.
Corporate system
R
R
R
Corporate IdP
R
SAML
Extended ECM
SAP Hybris Cloud for OTDS
Customer HTTP R
Users
Content Server
R
UI Permissions
R R
SAP Hybris Cloud for Customer uses an Identity provider (IdP) for authentication.
For a single sign-on scenario, you set up a connection between OpenText Directory
Services and the corporate IdP using Security Assertion Markup Language (SAML). For
more information, see Section 5.1.4 “Configuration and use of SAML authentication”
in OpenText Directory Services - Installation and Administration Guide (OTDS-IWC).
1. External system
Create a connection to the SAP Hybris Cloud for Customer system:
• Account
• Lead
• Opportunity
1. Microsoft Silverlight
Make sure that you are working in Microsoft Silverlight® mode to have access
to the functions described below:
• From the main menu, select Adapt > Launch in Microsoft Silverlight. The
screens reload in a new window with additional options and menus or
prompts you to install Microsoft Silverlight®.
2. HTML mashup
Create an HTML mashup for each business object:
4. From the menu, select Adapt > Enter Adaptation Mode and confirm.
6. In the right Adapt pane, in the Mashups and Web Services section, select the
mashup you created for this business object.
8. Click Save and then Publish to make the mashup available to all users.
New: For a SAP Hybris Cloud for Customer integration, you can now use
scheduled processing task to create large amounts of business workspaces
automatically and in the background.
You can schedule the processing to run during off-hours with low server workload,
also periodically.
6. From the External System list, select the business application. The connection to
the business application must have been configured before.
7. Select one Business Object Type that is available on the selected system. You
will later be able to set filters for the business object type.
8. Keep the Scheduled Processing folder to create the task in.
9. Click Add.
In the next step you filter the business objects and create a schedule.
Note: In the SAP Hybris Cloud for Customer OData API, the logical
OR only works for the same property.
This implies that the adapter might spread a complex filter condition
over many OData requests. Technically, these requests are processed in
parallel via the OData batch mechanism for better performance.
However, this has an impact on pagination. As the page size is
respected for each request separately, it can happen that more result is
provided to the framework than was originally requested by the page
size. This may not have impact on the creation job because at the end
only those business entities are processes, which satisfy the defined
business object filter. Additionally, if it turns out that more than one
sub-request must be made to get the next batch of data, the processing
stops by design. To overcome this limitation either redesign the filter
criteria, or set the batch size higher.
• Update Only: Select this option if you only want to update existing business
workspaces with changed metadata rather than creating new business
workspaces.
• Page Size: Number of business objects fetched from the business application
in one step. Tweak this value to optimize the performance of the job. Default
is 100.
You can make business workspaces available in SAP Fiori apps. The business
workspaces are displayed in a custom tile.
In addition, the UI apps are deployed on a central SAP ABAP NetWeaver server,
which also contains the UI Service Add-on for the shell services and the Gateway
Add-on for the OData enablement of the ABAP-based Suite system.
Fiori apps are created using HTML5 and SAPUI5. For some extensions, the
underlying jQuery JS library may be used. All supported form factors and operating
systems are supported with one development project and a single code line per user
interface app.
• Base functionality for Extended ECM for SAP Solutions in the backend
• Specific OData Services as extension of the Gateway layer in the backend
• SAP Fiori UI5 integration for business workspace functionality in the front-end
• Test application OpenText Test Launcher in the front-end
• Integration into existing SAP Fiori apps, for example Track Sales Order as
described in the solution accelerator
Example:
http://mucr3d5o.opentext.net:8000/sap/bc/ui5_ui5/otx/RMF_LAUNCH/
version.html
Prerequisites
• You have installed and configured the SAP Fiori system landscape. For more
information about the system landscape, see SAP Help Portal at Setup of SAP
Fiori System Landscape with ABAP Environment (http://help.sap.com/
fiori_bs2013/helpdata/en/ba/f61f533f86ef28e10000000a4450e5/frameset.htm).
• You have installed at least version 1.28.6 of SAP UI5. This version corresponds to
SAP_UI 740, patch level 13 and is required for the OTEXBASF and OTEXRLF
add-ons. For information about the installation and the recommended patch level
of SAP Netweaver 740, see SAP Note 1933498 (http://service.sap.com/sap/
support/notes/1933498).
If you use Microsoft Internet Explorer as browser, it is highly recommended to
install at least version 1.28.15 of SAP UI5. For information about the installation,
see SAP Note 2213049 (http://service.sap.com/sap/support/notes/2213049).
• You have done the initial configuration of SAP Gateway. For more information,
see the following documentation:
For SAP NetWeaver 7.4, see SAP Help Portal at http://help.sap.com/nw74.
Important
The connection between the backend system and the front-end system
must be configured as a trusted connection.
• You have set up the SAP Fiori infrastructure. For more information, see SAP
Help Portal at Configuration of SAP Fiori Infrastructure (http://help.sap.com/
fiori_bs2013/helpdata/en/25/4a4c52eea9c871e10000000a44176d/frameset.htm).
The following steps are relevant to enable the Extended ECM for SAP Solutions
functionality in the different systems:
content.htm?frameset=/en/f9/51b50a07ce41deb08ced62711fe8b5/frameset.htm&
current_toc=/en/e4/843b8c3d05411c83f58033bac7f072/plain.htm&node_id=66&
show_children=false)
After you have enabled the functionality in general, further steps are necessary to
integrate a specific application.
Configuration overview
• The application comes with its OData services. You check if they are available
after installation and activate them if necessary.
• In the Fiori Launchpad, users work with their apps. You configure the Fiori
Launchpad to show the OpenText Test Launcher for relevant users such as
administrators who test the integration. For this, you create a tile catalog and a
tile group.
• The application is displayed in a tile. The tile is configured to show a specific
navigation target with a defined semantic object.
• The PFCG role defines which users can access a specific tile catalog and tile
group. For the test user, you define a specific role and assign a catalog and a
group to it.
11. On the Activate and maintain services screen, check if the system alias is
maintained correctly. If not, delete the alias and add the correct one.
To activate the service select it and on the menu, click Service/Host > Activate.
Each application within the launchpad has a resource locator (URL) by which it can
be loaded. Instead of directly encoding the (technical) name of the target application
into the URL hash, the launchpad performs an indirection by so-called intents.
The intent is resolved to the concrete navigation target by the launchpad target
resolution service. The concrete application targets have to be configured by the
administrator. In this configuration (called target mapping), admins map the
combination of a semantic object and an action (both defined in the app launcher
tile) to the navigation target by specifying launchpad role and instance as well as
application alias or ID. This allows any link specifying an intent-based URL to
trigger the correct application assigned to the user. Since target mappings are
assigned to users as part of a catalog, they can be assigned to PFCG roles, while an
intent is independent of a role and can therefore be resolved differently based on the
role of the user that triggers the navigation.
Table 10-3 list all values that are needed in different configuration contexts. Define
meaningful values and make a note of them as you need them later in the process.
1. In the IMG, navigate to the SAP Netweaver > SAP Fiori > UI Technologies >
Define Navigation Targets > Define Semantic Objects for Navigation activity
and click Execute.
2. Click New Entries and add a semantic object, for example ZZXECM_SO.
4. Click Save.
• A catalog that contains target mapping, groups and tiles. Later, you assign the
catalog to the PFCG role.
• A target mapping for the catalog. For each application you define an intent
(semantic object) and a target (defined by the launchpad that you created earlier).
• A tile for each of your apps, for example the OpenText Test Launcher.
• A group within the catalog. Later, you assign the group to the PFCG role.
You can add tiles to the group.
• In the IMG, navigate to the SAP Netweaver > SAP Fiori > UI Technologies >
Adding Apps to SAP Fiori Launchpad (Using SAP Fiori Launchpad Designer)
> SAP Fiori Launchpad Designer (Current Client) activity and click
Execute.
Note: Maintain catalogs and groups either only in current client or only
across clients. Maintaining catalogs and groups mixed in current client
and across clients can lead to inconsistencies.
To create a catalog:
1. In the Launchpad Designer, on the Catalogs tab, in the footer, click + Add.
2. Add a title, for example Extended ECM Test, and an ID, for example
XECM_TEST_CAT.
3. Click Save.
• Semantic Object: Enter the ID of the semantic object that you defined
previously, for example ZZXECM_SO
• Action: Define a unique name in the context of the semantic object, for
example launcher.
• URL: /sap/bc/ui5_ui5/otx/rmf_launch
• Component: otx.ecmlink.launcher
To create a tile
• Title and Subtitle: Enter the titles of the tile that are displayed for the user.
• Icon: Specify an icon that is displayed in the tile.
• Use semantic object navigation: Select.
• Semantic Object: Enter the ID of the semantic object that you defined
previously, for example ZZXECM_SO
• Action: Define a unique name in the context of the semantic object, for
example launcher.
4. Click Save.
To create a group:
1. In the Launchpad Designer, on the Groups tab, in the footer, click + Add.
• ID: Enter an ID, for example XECM_TEST_GROUP. You use this ID later when
defining the PFCG role.
• Title: For example OpenText Test Group
3. Click Save.
5. Click the search icon. In the window, enter the title of the tile that you defined
before, for example OpenText Test Launcher and filter the list for it.
6. The catalog list displays all catalogs that contain the tile. Click the catalog.
7. In the list of contained tiles, select the tile that you want to add, for example
OpenText Test Launcher.
• Add the catalog and group that you created before to the role menu.
• Add Start authorizations for the OData services
• Assign users to the role.
3. On the Menu tab, open the menu of the button for adding objects and click SAP
Fiori Tile Catalog. Select or enter the following:
4. On the Menu tab, open the menu of the button for adding objects and click SAP
Fiori Tile Group.
For information about integrating Extended ECM for SAP Solutions functionality,
see OpenText ADA and xECM for SAP - SAP Fiori Integration API Guide 16
Prerequisites
• You have installed the following development tools: ABAP Development Tools
for SAP NetWeaver, SAPUI5 Application Development Tool for Eclipse
• SAPUI5 plugins are version 1.28.15or higher
• Ensure the local Tomcat web server is configured to work with SAPUI5 Eclipse
• You have installed the relevant Extended ECM for SAP Solutions Add-on
packages for Fiori integration and customized the system for the SAP Fiori
integration
At the end of all the steps to create a custom application that extends an SAP-
delivered standard application, the SAP Fiori sees a custom tile on the SAP Fiori
Launchpad.
To use the Extended ECM for SAP Solutions functionality in SAP CRM, you add
Extended ECM for SAP Solutions specific views, for example, for business partners,
opportunities, or leads.
Tip: Extended ECM for SAP Solutions also provides a Content Server
appearance that provides an SAP-like skin for business workspaces in Content
Server. For more information, see “Checking the appearance of the SAP
integration” on page 111.
Table 11-1 contains a list of all SAP CRM business objects that have been identified
by OpenText. If you require other business objects, you can extract the necessary
information from the system:
• Component Name and View Set can usually be found in the Web Client UI by
clicking the header of the view and pressing F2.
• The Main Context can usually be found in the code of the
IF_BSP_WD_HISTORY_STATE_DESCR~GET_MAIN_ENTITY method of the Main
Window of the UI component.
Important
CRM Lean Order (LORD) with all its business objects and UI components,
for example ERP_H, are not supported.
Table 11-1: CRM business objects that are supported by Extended ECM
To display business workspaces and business attachments in the SAP CRM Web
Client UI as assignment blocks, perform the following steps.
Note: If you are completely new to the way the SAP CRM Web UI framework
works, see the documentation and literature on Web UI development for a
better understanding.
To edit the component for Extended ECM for SAP Solutions integration:
1. You need an enhancement set active in the client that you want to use. If there is
no active enhancement set, create one. For information on how to create an
enhancement set, see the respective SAP documentation.
3. If your component has not been enhanced yet, create an enhancement for it
using the Enhance Component button.
4. In the Runtime Repository Editor, switch to the edit mode and add a new
component usage with the name CUECMLink. The new component usage should
use the /OTX/RMCRM_GS_ECMLK component and the /OTX/RMCRM_GS_ECMLK/
WrkSpceWindow interface view for business workspaces.
On the ComponentUsages context menu, click Add Component Usage.
6. In the Runtime Repository Editor, open the ViewSets node, select the view set
you want to enhance, and add the /OTX/RMCRM_GS_ECMLK/WrkSpceWindow
view for business workspaces and the /OTX/RMCRM_GS_ECMLK/BusRefWindow
view for business attachments to the respective view area.
For example, for business partners, go to the BP_HEAD\BPHEADOverview view
set. To the OverviewPage view area, add the /OTX/RMCRM_GS_ECMLK/
WrkSpceWindow view for business workspaces and the /OTX/RMCRM_GS_ECMLK/
BusRefWindow view for business attachments.
8. Open the Configuration tab for the view set and edit the Customer
Configuration. If there is no customer configuration, open the standard
configuration and click Copy Configuration to create a new one.
a. Move the newly added interface views to the list of displayed assignment
blocks and enter a title for each of them.
For example, for business partners, open the configuration tab for the
BP_HEAD\BPHEADOverview view and move the /OTX/RMCRM_GS_ECMLK/
WrkSpceWindow view for business workspaces and the /OTX/
Important
You must use the enhanced component controller. Do not use the
original component controller.
METHOD wd_usage_initialize.
ELSE.
" Super method
super->wd_usage_initialize( iv_usage ).
ENDIF.
ENDMETHOD.
For more information about SAP CRM and the Web Client UI framework, see the
respective SAP documentation in the SAP Help Portal (http:\\help.sap.com):
• SAP CRM: http://help.sap.com/saphelp_crm70/helpdata/en/19/
68a028d02b460fa899066d948ed3ab/frameset.htm
• Web Client UI framework: http://help.sap.com/saphelp_crm70/helpdata/en/4c/
ea2be450e94597b5a6017f095a6132/frameset.htm
Special cases
METHOD if_ex_crm_prodil_uiu_badi~get_views_to_display.
DATA:
ls_static_view TYPE bsp_dlc_ovw_dyn_views_list,
ls_view TYPE crmc_pril_uiu.
To display business workspaces and business attachments in the SAP CRM IC Web
Client UI as additional tabs, perform the following steps.
Note: If you are completely new to the way the SAP CRM Web UI framework
works, refer to the documentation and literature on Web UI development for a
better understanding.
To edit the component for Extended ECM for SAP Solutions integration:
1. You need an enhancement set active in the client you want to use. If there is no
active enhancement set, create one. For information on how to create an
enhancement set, see the respective SAP documentation.
3. If your component has not been enhanced yet, create an enhancement for it.
4. In the Runtime Repository Editor, start the edit mode and add a new
component usage with the name usageECMLink.
The new component usage should use the /OTX/RMCRM_GS_ECMLK component
and the /OTX/RMCRM_GS_ECMLK/WrkSpceWindow interface view for business
workspaces.
6. In the Runtime Repository Editor, open the ViewSets node, select the view set
you want to enhance, and add the /OTX/RMCRM_GS_ECMLK/WrkSpceWindow
view for business workspaces and the /OTX/RMCRM_GS_ECMLK/BusRefWindow
view for business attachments to the respective view area.
For example, for the overview page for business partners in IC Utilities, go to
the IUICOVW/BottomVS view set. To the view area BottomVA, add the
usageECMLink./OTX/RMCRM_GS_ECMLINK/WrkSpceWindow for business
workspaces and the usageECMLink./OTX/RMCRM_GS_ECMLINK/BusRefWindow
view for business attachments.
8. In the Component Structure Browser, go to the view that contains the tabs and
where you would like to add the business workspace tab and the business
attachments tab.
For example, for the overview page for business partners in IC Utilities, go to
the IUICOVW/AccOvwNav view.
From the context menu of the view, select Enhance.
9. On the View Structure tab in the right pane, navigate to View Controller. To
open the view controller class, double-click on the implementation class of the
view controller.
METHOD fill_table.
* Super method
super->fill_table( ).
* OpenText Links
ls_link-id = 'AccWrkSp'.
ls_link-text = 'Business Workspace'.
ls_link-onclick = 'WORKSPACE_CLICKED'.
APPEND ls_link TO links_tab.
ls_link-id = 'AccBusRef'.
ls_link-text = 'Business Attachment'.
ls_link-onclick = 'BUSREF_CLICKED'.
APPEND ls_link TO links_tab.
ENDMETHOD.
d. To activate the code, click Activate.
e. To return to the Component Structure Browser, click Back twice.
10. On the View Structure tab in the right pane, navigate to Outbound Plugs.
a. From the context menu of Outbound Plugs, select Create and create the
following outbound plugs:
Tip: The OP_ prefix is added automatically. You only need to provide
the plug name.
b. Double-click the OP_ACCWRKSPACE outbound plug to implement it.
Implement it with the following coding:
METHOD op_accwrkspace.
view_manager->navigate( source_rep_view = rep_view
outbound_plug = 'NavToAccWrkspace' ).
ENDMETHOD.
METHOD op_accbusref.
view_manager->navigate( source_rep_view = rep_view
outbound_plug = 'NavToAccBusRef' ).
ENDMETHOD.
a. From the context menu of Event Handler, select Create and create the
following event handlers:
Note: The name of the event is case sensitive. Provide the name of the
events exactly like stated in uppercase.
b. Double-click the EH_ONWORKSPACE_CLICKED event handler to implement it.
Implement it with the following code:
METHOD eh_onworkspace_clicked.
selected_index = 'AccWrkSp'.
op_accwrkspace( ).
ENDMETHOD.
METHOD eh_onbusref_clicked.
selected_index = 'AccBusRef'.
op_accbusref( ).
ENDMETHOD.
12. In the Runtime Repository Editor, go to Navigational Links and add an entry
for every new tab.
Add the navigational link NavToAccWrkspace for the workspace tab and
NavToAccBusRef for the business attachment tab.
The source is the current enhanced view with the relevant outbound plug
(ACCWRKSPACE for workspace, ACCBUSREF for business attachment).
The target is your newly defined usage (usageECMLink./OTX/
RMCRM_GS_ECMLK/WrkSpceWindow for workspaces, usageECMLink./OTX/
RMCRM_GS_ECMLK/BusRefWindow for business attachments).
For example, for the overview page for business partners in IC Utilities, add the
following navigational links:
Important
You must use the enhanced component controller. Do not use the
original component controller.
METHOD wd_usage_initialize.
ENDMETHOD.
Note: If the predefined SAP mapping of SAP CRM objects to BOR objects is
not suitable for your needs, you can implement a BAdI using the IMG activity
CRM Settings > BAdI: Business Object Binding.
To enable this function, you add a button to the email creation pages of SAP CRM
Web Client UI or SAP CRM Interaction Center Web Client UI. The user can click this
button to select a document from a business workspace and attach it to the email.
For more information about the user experience, see Section 7.5 “Adding a business
workspace document to an email” in OpenText Extended ECM for SAP Solutions - User
Guide (ERLK-UGD).
For more information about SAP CRM and the Web Client UI framework, see the
respective SAP documentation in the SAP Help Portal:
1. You need an active enhancement set in the client that you want to use. If there is
no active enhancement set, create one. For information on how to create an
enhancement set, see the respective SAP documentation.
4. In the Runtime Repository Editor, switch to the edit mode. From the
ComponentUsages context menu, select Add Component Usage to add the
new component usage CUCSTargetTree with the following parameters:
• component /OTX/RMCRM_TARG_TREE
• interface view /OTX/RMCRM_TARG_TREE/TargetTreeWindow
7. On the View Structure tab in the right pane, navigate to View Controller. To
open the view controller class, double-click the implementation class of the
view controller.
• Attribute: MH_ADDATTACHMENTCS_HELPER
• Level: Instance Attribute
• Visibility: Private
• Typing: Type Ref To
• Associated Type: /OTX/RMCRM_CL_BT126H_MAIL
d. Click Activate to activate the code.
e. Click Back to return to the Component Structure Browser.
8. On the View Structure tab in the right pane, navigate to Event Handler.
a. From the context menu of Event Handler, select Create and create the
following event handlers:
Note: The name of the event is case sensitive. Provide the name of the
events exactly like stated in uppercase.
METHOD eh_onaddattachmentcs.
IF mh_addattachmentcs_helper IS INITIAL.
CREATE OBJECT mh_addattachmentcs_helper
EXPORTING
pih_view_controller = me
pih_component_controller = me->comp_controller.
ENDIF.
mh_addattachmentcs_helper->open_target_tree_popup(
pih_view_context = me->typed_context ).
ENDMETHOD.
METHOD eh_onaddattachmentcs_closed.
ENDMETHOD.
9. On the View Structure tab in the right pane, navigate to View Layout.
<thtmlb:button id="AddAttachmentCSButton"
onClick="ADDATTACHMENTCS"
text="<%=page->otr_trim( '/OTX/RMCRM_EMAIL_ATTACHMENT/
ADDATTACHMENTCS_BTN' ) %>"
tooltip="<%=page->otr_trim( '/OTX/
RMCRM_EMAIL_ATTACHMENT/ADDATTACHMENTCS_BTN' ) %>"/>
1. You need an enhancement set active in the client you want to use. If there is no
active enhancement set, create one. For information on how to create an
enhancement set, see the respective SAP documentation.
4. In the Runtime Repository Editor, switch to the edit mode. From the
ComponentUsages context menu, select Add Component Usage to add the
new component usage CUCSTargetTree with the following parameters:
• component /OTX/RMCRM_TARG_TREE
• interface view /OTX/RMCRM_TARG_TREE/TargetTreeWindow
7. On the View Structure tab in the right pane, navigate to View Controller. To
open the view controller class, double-click the implementation class of the
view controller.
• Attribute: MH_ADDATTACHMENTCS_HELPER
• Level: Instance Attribute
• Visibility: Private
• Typing: Type Ref To
• Associated Type: /OTX/RMCRM_CL_CRMCMP_CCS_EML
d. Click Activate to activate the code.
e. Click Back to return to the Component Structure Browser.
8. On the View Structure tab in the right pane, navigate to Event Handler.
a. From the context menu of Event Handler, select Create and create the
following event handlers:
Note: The name of the event is case sensitive. Provide the name of the
events exactly like stated in uppercase.
METHOD eh_onaddattachmentcs.
IF mh_addattachmentcs_helper IS INITIAL.
CREATE OBJECT mh_addattachmentcs_helper
EXPORTING
pih_view_controller = me
pih_component_controller = me->comp_controller.
ENDIF.
mh_addattachmentcs_helper->open_target_tree_popup(
pih_view_context = me->typed_context ).
ENDMETHOD.
METHOD eh_onaddattachmentcs_closed.
mh_addattachmentcs_helper->target_tree_popup_closed(
pih_view_context = me->typed_context ).
ENDMETHOD.
9. On the View Structure tab in the right pane, navigate to View Layout.
<thtmlb:button id="AddAttachmentCSButton"
onClick="ADDATTACHMENTCS"
text="<%=page->otr_trim( '/OTX/RMCRM_EMAIL_ATTACHMENT/
ADDATTACHMENTCS_BTN' ) %>"
tooltip="<%=page->otr_trim( '/OTX/
RMCRM_EMAIL_ATTACHMENT/ADDATTACHMENTCS_BTN' ) %>"/>
Frame Embedding
Must be unchecked. You do not want to prevent request handlers from
being embedded in external frames.
To use the Extended ECM for SAP Solutions functionality in SAP SRM, you add
Extended ECM for SAP Solutions specific Web Dynpro components for business
objects like suppliers, purchase orders or shopping carts.
• OTEXBAS
• OTEXRL
• OTEXLRS
Tip: Extended ECM for SAP Solutions also provides a Content Server
appearance that provides an SAP-like skin for business workspaces in Content
Server. For more information, see “Checking the appearance of the SAP
integration” on page 111.
You can use Extended ECM for SAP Solutions, for example, in the following
component configurations:
In the next steps, you modify each component configuration to show tabs for
business workspaces and business objects.
Important
Make sure, you use the enhanced configuration and not the original.
1. In the Editor for the Component configuration, click Change for the enhanced
version and not the original.
2. Click Add Main View. A new main view is added to the Hierarchy area.
Note: If you are using multiple languages, log on in each language and
define the title in the corresponding language.
4. In the Hierarchy area, open the node of the newly created main view and click
the user-interface building block (UIBB).
The browser view for your business object now contains the new tabs.
For SAP SRM business objects that do not respond to the BBP_DOC_SAVE_BADI BAdI,
for example, BUS1006 for Supplier or Bidder, see “Configuring eventing for business
workspaces and business attachments“ on page 123.
3. Double-click /OTX/RMSRM_DOC_SAVE.
Frame Embedding
Must be unchecked. You do not want to prevent request handlers from
being embedded in external frames.
2. On the SAP system, enable HTTPS for the connection to Content Server. For
more information, see Section 18.5 “Maintaining Extended ECM connections” in
OpenText Extended ECM for SAP Solutions - Installation and Upgrade Guide (ERLK-
IGD).
3. Activate the SICF node rm_wdgenlo, which is the BSP application to log off
from Content Server.
• ume.logoff.redirect.silent: false.
5. Maintain the white list to ensure that the log out is only possible from the
specific URL:
To circumvent this, you can define that instead of the original version-dependent
business object, a version-independent object is used for Extended ECM. With this,
changes in the business object may create a new version of the business object but do
not create a new business workspace but update the metadata of the existing
business workspace.
Tip: To customize if SRM business objects are versionable in your SRM system,
use IMG activity SAP Supplier Relationship Management > SRM Server >
Cross-Application Basic Settings > Switch On Version Control for
Purchasing Documents.
The sample property providers for version-independent business object types are
available in OpenText My Support (https://knowledge.opentext.com/knowledge/
llisapi.dll/Overview/25089410).
1. In the IMG, navigate to the Extended ECM > SRM Settings > Maintain Version
Independent Objects activity and click Execute.
2. Create a new entry for the business object that you want to use version-
independent and select Version Independent Object.
Extended ECM for SAP Solutions indexes metadata, which is stored for business
workspaces and added business objects. To make this information available via the
search, Extended ECM automatically creates index regions.
To simplify the search for Content Server items, you can define search slices and
simple searches for a global business workspace search or a target browse search.
To support users in effectively reduce their search to only one specific workspace
type, you create a search slice for each workspace type.
• In Smart View: A selection list contains all search slices. The selected search slice
filters the search accordingly.
• In Classic View: The Search dialog contains a Slices list, which contains, for
example, a slice for the workspace type Customer. Users can reduce the search to
business workspaces of type Customer.
Searchable fields are called index regions within Content Server. The module
automatically creates the respective index regions as soon as the first business
workspace or the first business attachment are created and indexed.
2. From the function menu of the Enterprise Search Manager object, select
Properties > Regions.
3. From the Look For list, select Complex Query. Then create a complex query
and specify as search criterion: XECMWkspLinkRefTypeID:<ID_CFG value>.
4. Click Save as Slice and enter a name. The slice is saved to the Slice folder.
5. Set the permissions for the created slice to make it available for the respective
users.
In addition, search templates can be defined that already contain all the standard
search fields normally used and have the display variables predefined.
Attributes that were changed in the business workspace are propagated to the sub-
items to ensure clean data. Because of this feature as well as performance reasons
you should prefer indexing over metadata inheritance in document templates. For
more information, see “Defining basic settings and search settings for a workspace
type” on page 43.
New: You can now select which Content Server object types are indexed with
metadata from the business workspace.
You enable indexing for each business workspace type, and you select which items
are to be indexed. After changing the indexing setting, it may be necessary to re-
index documents. For more information, see “Creating a workspace type”
on page 40.
5. From the list of all available Content Server object types, select the object types
that you want to be indexed with metadata from the business workspace. A
typical list could contain the following:
• Folder
• Shortcut
• Generation
• URL
• Task List
• Task
• Email
• Document
• Business Workspace
4. From the function menu of the workspace type, select Schedule for Re-
indexing.
5. Select Run in test mode without indexing to see how many documents need re-
indexing.
Tip: Run the test mode first to estimate the impact of the indexing process
on Content Server performance.
6. To start the re-indexing, clear the Test run option and click Start.
The re-indexing process is scheduled. You can monitor the actual indexing
progress on the Content Server System page.
Click the respective link on the current window to go to Content Server
System, then click Enterprise Data Source Folder > Enterprise Data Flow
Manager. You can monitor the processing in the Interchange Pools section.
Users can use those templates where they have sufficient permissions.
Users find simple searches in the following places in Content Server Classic View:
• On the global menu with menu option Business Workspaces > Search.
• In the target browse window when users copy or move a Content Server item.
• Extended ECM: When users add a business relationship and search for the
related business workspace. For more information, see Section 3.6 “Creating a
relationship between business workspaces” in OpenText Extended ECM for SAP
Solutions - User Guide (ERLK-UGD).
Tips
• Simple searches are based on the Content Server concept of Custom View
Searches.
• Simple searches can be multilingual, so a search form can have different
names per language.
1. Go to Tools > Search to create an advanced search. For more information about
advanced search options in Content Server, see the Content Server online help.
Tip: To find only business workspaces, you can use the system attribute
Object Type.
2. Click Save Search Query. Enter a name and a description and save the search
form to the Content Server Saved Queries Volume folder.
3. From the menu, select Enterprise > Connected Workspaces Volume > Saved
Queries Volume and find your new search form.
4. From the function menu of the search form, select Make Custom View Search.
5. Configure the search as desired. In the Options section, add the title and a
description for this simple search.
Click Save.
Users with sufficient permissions can now use the simple search.
Permission definitions on Content Server can either apply to the whole Content
Server system or to individual Content Server items.
Important
For a detailed discussion of authorization concepts on different levels, see
OpenText Extended ECM for SAP Solutions - User Management and Access
Control Scenarios (ERLK-CUM).
• System wide: Object privileges define who can create items of a specific type;
usage privileges define who can perform specific actions. For more information,
see Section 7.1 “Defining general restrictions on Content Server” in OpenText
Extended ECM for SAP Solutions - User Management and Access Control Scenarios
(ERLK-CUM).
• On item level: Content Server permissions, security clearance. Content Server
permissions define access to each item, typically using groups. Permissions can
be inherited. For more information, see Section 7.2 “Defining item level
permissions on Content Server” in OpenText Extended ECM for SAP Solutions -
User Management and Access Control Scenarios (ERLK-CUM).
• On workspace level: Business policies are generated from SAP authorization
profiles. They restrict access to a workspace and its subitems.
Note: For general information, see OpenText Extended ECM for SAP
Solutions - User Management and Access Control Scenarios (ERLK-CUM).
For information on detailed subjects, see the following:
• “SAP: Exporting authorizations” on page 262 and “Content Server:
Opening the policies volume” on page 264
• “Configuring the creation of business workspaces” on page 87, Mapping
of Business Properties section
• “Defining permission handling for business workspace templates”
on page 77
Before you export the SAP authorization objects, you must create an appropriate
field mapping; each field of the authorization object that should be included in the
policies must be mapped to a Content Server category attribute. For more
information, see Section 3.13.2: “Configuring the creation of business workspaces”
on page 87 and “Mapping authorizations in SAP” on page 96.
For information about the overall process and all relevant activities, see Section 8
“Using SAP authorizations to restrict workspace access (optional)” in OpenText
Extended ECM for SAP Solutions - User Management and Access Control Scenarios
(ERLK-CUM).
Example: A user has the authorization to see customers in the SAP ERP system, but no
authorization to see the same customer in the SAP CRM system. In Content Server,
policies created from authorizations both in the SAP ERP system and in the SAP CRM
system restrict access to the created workspaces. The user can see the business
workspace because the policy created from the SAP ERP system gives access.
To export roles:
1. Make sure that in the Business Object Declaration activity of the SAP IMG the
fields that are used to restrict access are mapped to corresponding attributes of
a Content Server category, for example Sales Organization. For more
information, see “Mapping authorizations in SAP” on page 96.
Tip: If you want to assign the policies to users with the Grant Policies
option, set the filter so that only users which also exist in Content
Server are included.
Caution
Select the Delete existing Policies option only if you want to reset
all policies and assignments.
Grant Policies
Select this checkbox to assign the generated policies to Content Server users.
As an alternative, you can assign policies to Content Server users manually
in Content Server.
4. Click Execute.
The authorization mapping is transferred to the Content Server.
Note: For the respective business objects, you must enable the use of policies
for the workspace type in Content Server (Policies Enabled checkbox); see also
“Creating a workspace type” on page 40.
1. On the Content Server Administration page, click Extended ECM > Open
Policies Volume.
The Content Server Policies page displays the global policies volume with the
SAP policies that are applied to the business workspaces. The policies are
grouped in folders; there is one folder for each business object declaration.
2. To display the properties for each policy using the Properties functions menu:
1. From the Content Server main menu, select Enterprise > Users & Groups.
2. Find the user to which you want to grant policies and click Edit in the Actions
column.
3. On the General tab, in the Policies granted field, add the policies you want to
grant the user.
You can fill OTDS groups with users from the SAP system depending on their role
assignment. The OTDS users and groups are synchronized to the Content Server
groups.
For the mapping, you create the OTDS groups in a separate non-synchronized
partition. You configure the Content Server resource in OTDS, define the partition
and a mapping in the SAP system, run it and configure eventing. Permissions for
groups in Content Server must be defined separately by the Content Server
administrators. For information about all relevant settings, see Section 9 “Mapping
SAP roles to groups” in OpenText Extended ECM for SAP Solutions - User Management
and Access Control Scenarios (ERLK-CUM).
Note: For earlier versions, a Solution Accelerator was available for the
mapping of SAP roles to Directory Services groups. If you have been using this
Solution Accelerator, you can either stay with your former implementation or
switch to the new implementation. If you want to switch to the new
implementation, copy the mapping from the Solution Accelerator table to the
product table.
For more information about setting up user mapping, see Section 4.2.3.1 “One-to-one
user mapping without impersonation” in OpenText Extended ECM for SAP Solutions -
User Management and Access Control Scenarios (ERLK-CUM).
Note: The OTDS group can be in a different partition which must be non-
synchronized.
Content Server For Content Server groups, the partition is only appended if
groups OTExternalID2,OTExternalID3, or OTExternalID4 is defined as _NAME_
attribute. In this case, define the partition.
1. In the IMG, navigate to the OpenText Extended ECM for SAP Solutions >
Infrastructure > Maintain Extended ECM Connections activity and click
Execute.
2. Select the connection in the list and click Change.
3. In the OpenText Directory section, in the Partition field, enter the partition.
Note: For information about all relevant settings, see Section 9 “Mapping SAP
roles to groups” in OpenText Extended ECM for SAP Solutions - User Management
and Access Control Scenarios (ERLK-CUM).
New: You can now map SAP groups to OTDS groups and to Content Server
groups.
group, you can only define one mapping. You can only map one SAP roles
to one OTDS group.
Content Server Group Name: Enter the name of the Content Server group.
If this group does not yet exist, it will be created.
• Strict Group Membership: If you do not select this option, the SAP users are
added to the existing members of the OTDS or Content Server group.
Warning
If you select the Strict Group Membership option, you delete all OTDS
or Content Server users from the group, who are not also members of
the SAP role. Only OTDS or Content Server users, who have an
equivalent in the SAP role remain in that group.
7. Define the settings for all roles that you want to map to OTDS or Content Server
groups, respectively.
9. In the list, check how the users are added or removed to OTDS or Content
Server groups, respectively.
You have the following auditing options for Extended ECM for SAP Solutions:
• ArchiveLink auditing
Relevant to all ArchiveLink operations in SAP, e.g. in the GOS attachment list.
• Content Server auditing
Relevant to business workspaces and Content Server operations.
• DocuLink auditing
Relevant to all DocuLink operations.
• License Cockpit auditing
Relevant for all operations during license measurement
• OAG1 – Archive Link Basic Settings: Select the ArchiveLink Logging check box.
• OALOGCUST – Customize ArchiveLink Logging: Define what should be logged.
• OA_LOG_VIEW_DOC – Display Application Log for Documents: Selection and
display report (Authorization for S_WFAR_LOG authorization object required for
display).
To monitor user actions in DocuLink for certain projects and attribute objects, you
can specify a protocol in customizing. These actions are saved in the protocol table /
IXOS/DC_TBPROT. For more information, see Section 21.3 “Administrating the
protocol tables” in OpenText DocuLink for SAP Solutions - Customizing and
Administration Guide (DC-CGD).
With the Extended ECM for SAP Solutions license measurement, you assess the
number and types of users who are working with an SAP system and Extended
ECM for SAP Solutions. License measurement for Archiving and Document Access
and Extended ECM for SAP Solutions can be integrated in the SAP license
measurement Global License Audit System (GLAS). With this information, you can
align your contract with SAP or OpenText to meet your requirements more
accurately.
New: You can now use four more new license types. The allowance for
occasional user license types is now 52 days per year.
Extended ECM for SAP Solutions license measurement consists of the following
parts:
Important
The authorization object J_6NLC_TYP is not used to grant access
permissions.
Note: A user is not locked, if the actual days of usage exceed the number
of days that are covered by the assigned license type. This mismatch is
noted in the license report.
The following license types are available, depending on whether they are sold by
SAP or OpenText.
Type Description
Licenses sold by OpenText
OXECMF OpenText Extended ECM for SAP – Professional User
OXECMO OpenText Extended ECM for SAP – Occasional User
OXECMB OpenText Extended ECM for SAP – External B2B User
OXECMC OpenText Extended ECM for SAP – External B2C User
OXECMN OpenText Extended ECM for SAP – Non-SAP User
ODOCF OpenText Document Access – Full Named User
ODOCW OpenText Document Access – Web Named User
ODOCO OpenText Document Access – Occasional User
OARCF OpenText Archiving – Full Named User
OARCW OpenText Archiving – Web Named User
OARCO OpenText Archiving – Occasional User
Licenses sold by SAP
SXECMF SAP Extended ECM by OpenText – Named User
SAP Extended ECM by OpenText limited access option
SXECMO For more information, see correction instructions in OpenText My Support
(https://knowledge.opentext.com/knowledge/cs.dll/Open/56859068)
SAP Document Access by OpenText – User: Business Expert, Ltd.
SDOCF
Professional
SAP Document Access by OpenText – User: Employee, Employee Self
SDOCW
Service (ESS) User
SARCF SAP Archiving by OpenText – User: Business Expert, Ltd. Professional
SAP Archiving by OpenText – User: Employee, Employee Self Service (ESS)
SARCW
User
SARCF2 SAP Archiving by OpenText
SARCO SAP Archiving by OpenText limited access option
SDOCF2 SAP Document Access by OpenText
SDOCO SAP Document Access byOpenText limited access option
17.2 Prerequisites
To use the Extended ECM for SAP Solutions license measurement, you must do the
following:
1. On the SAP system, create roles for each license type that you need with the
authorization object and appropriate license type, and assign them to the users.
2. In Content Server, assign the appropriate license type to the users of Extended
ECM for SAP Solutions. For example, a users that rarely needs to work with
business workspaces needs a different license than users that daily work with
business workspaces.
user who runs a license measurement needs a business role with the following
authorization objects:
2. Create a role for a user who runs license measurement according to the
information given in the table above.
3. On the systems which are called via RFC, create a role for communication users
who are called via RFC from a central license measurement system.
• Writing status, warning and error messages to application log object SLG1.
If validation issues have been found, this shows as a warning message in the log
of each function. You then must check the more detailed license report in
transaction /otx/license.
• Each function module contains an external id referring to the related application/
product.
• The function modules call a central method of the OpenText license evaluation to
calculate the license counts.
Important
Add the following entries only if you purchased your licenses from
SAP. If you purchased your licenses directly from OpenText, set
Call? = false for all these entries.
Unit Measurement
1140 OT: Licensed User: Buss. Expert, Ltd Pro
1141 OT: Licensed User: Employee, ESS User
1144 OT: Licensed User: Buss. Expert, Ltd Pro
1145 OT: Licensed User: Employee, ESS User
1152 OT: User limited access option
1154 OT: User
Note: If there are conflicting license assignments for a user, because one of
his groups has a different type, the most comprehensive license type is
counted.
Only users with the Access Business Workspaces privilege can access business
workspaces. Each time a user with this privilege accesses business workspace is
counted for the license measurement.
2. Edit the restrictions for the usage privilege Extended ECM Operation > Access
Business Workspaces (Mandatory for Licensing) according to your license
model. Mismatches between granted privileges and license type assignment are
displayed in the report.
Note: The SAP administrator who runs the license measurement has
administration rights in Content Server.
Standard Mode
Use standard mode for a simple scenario:
• The SAP client on which you run the license dashboard is the only system
that is being measured.
• The Content Server instance that is being measured is customized in the IMG
activity OpenText Extended ECM for SAP Solutions > Infrastructure >
Maintain Extended ECM Connections. You can select a Content Server if
more than one is configured.
Expert Mode
Use the expert mode for an system measurement of more than one SAP client
and possibly more Content Server installations.
You can use expert mode to include Content Servers that are connected to a
remote SAP system.
This section is only visible if Extended ECM is installed and Connection IDs are
maintained in the IMG activity.
Save your settings.
3. OpenText Products Sold by SAP That Have Been Licensed: Select if you
licensed OpenText Employee File Management (EFM) or OpenText Travel
Receipts Management for SAP Solutions (TRM). When you selected an option,
DocuLink projects that are recognized as EFM or TRM projects are ignored
when validating access permissions to DocuLink. In any case, TRM or EFM
DocuLink projects are listed in the license report.
4. Include OpenText Content Server: Select an option from the list of available
Content Servers. This list contains entries that are maintained in the IMG
activity OpenText Extended ECM for SAP Solutions > Infrastructure >
Maintain Extended ECM Connections.
Save your settings.
5. Click Start License Measurement and confirm the creation of the background
job.
The Status section informs you about the status of the measurement. Click
Refresh to update the status. If the measurement was performed without errors,
click Display Latest License Report to view the report.
For more information, see “Understanding the consolidated measurement
results” on page 290.
In expert mode, you have the following options how license data is retrieved for
consolidation:
• Direct transfer through RFC connection. The remote system must be available
during the measurement.
• Export an XML file from the remote SAP system and import it to the license
measurement cockpit inbox. Use this option if the remote system is not available
during measurement. You can either create and export file manually on the
remote system, save it to a disc, and then upload it to the measuring system, or
you can retrieve the export file through the RFC connection. In both cases, you
must make sure that the age of the retrieved license data does not exceed the
maximum age that you set for license data.
• Content Server connected to an SAP system.
This section is only visible if Extended ECM is installed and Connection IDs
are maintained in the IMG activity.
Save your settings.
b. OpenText Products Sold by SAP That Have Been Licensed: Select if you
licensed OpenText Employee File Management (EFM) or OpenText Travel
Receipts Management for SAP Solutions (TRM). When you selected an
option, DocuLink projects that are recognized as EFM or TRM projects are
ignored when validating access permissions to DocuLink. In any case, TRM
or EFM DocuLink projects are listed in the license report.
Activate / deactivate
Activate or deactivate an SAP client or a Content Server. Inactive systems
are only visible in the list of inactive systems. They are not deleted,
though. Measurement data that has been uploaded to the inbox for that
system, is invisible when the system is inactive. It is available again once
you activate the system.
New system
Create a system connection manually. Alternatively, create a destination
through an RFC destination.
For this, you need the following information. Most of the SAP related
information are available in transaction SLICENSE. Content Server related
information are taken from the Maintain Extended ECM Connections
IMG activity.
Edit entry
Edit an entry.
b. Confirm that you want to start a background job for this. While the
background job is running, License Measurement Cockpit is locked for
other activities.
You can use transaction SM37 to monitor the background job. The status of
the background job is also displayed in the title bar of the inbox.
a. Click Display Latest License Report to open the latest report in PDF
format.
c. Open the Consolidated Users tab to view a consolidated list of users from
all systems. For more information, see “Understanding the consolidated
measurement results” on page 290.
When you create the export file, the remote system must be available through an
RFC connection. The export file will first be uploaded to the inbox and then can be
saved to the local file system.
File types - Measurement data for an SAP system consists of one XML file of file
type SA. Measurement data of a Content Server consists of two files: Content Server
license info of file type CL and Content Server users list of file type CU.
Tip: If the measured system has no connection to the system where you are
going to do the actual measurement, and you cannot create the export file from
remote, you can do the following: In the License Measurement Cockpit of the
measured system, create an entry for an active SAP Client, and then create the
export file and save it to the file system or portable disk. Then import it to the
inbox of the measuring system.
3. Select the system, for which you want to create the export file.
5. On the Servers and Inbox for Measurement tab, click Export to File
System.
7. After the import, select a directory to save the export file to.
If you exported measurement data from a Content Server, two files are saved:
First a file of file type CL with the Content Server license, and immediately after
that a file of file type CU with user information.
Overview list
On the Status and Result tab, you see the results of the consolidated measurement.
Total number or users, grouped by license type.
Compressed list
On the Consolidated Users tab, you see the Compressed User List of
Consolidation. Users from the measured systems are grouped to unique ID's and
properties. Duplicate users were identified by matching login names. Partition
suffixes of Content Server logins are ignored so that they match the SAP user IDs.
Example: User login on the SAP system is PETER, and user login on Content Server is
peter@partition. Both logins are consolidated into one count.
Column Count of grouped user IDs contains the number of different logins from
the measured systems that were mapped to one entry in the compressed user list.
Complete list
Click Change view and select Grouped users to view the Complete User List of all
Measured Systems.
Important
If the source system is an SAP Client users with classification types T for
technical users and X for specifically excluded users were not transferred.
Also not transferred are users with invalid Valid from or Valid To dates in
the user management.
Aside from detailed information about the measured system and the user, this list
also contains license type information and the number of days in which the user has
used functions of Archiving, Document Access or Extended ECM. This information
is relevant for users with a license type for occasional users. If this number exceeds
50, an issue is displayed.
In single source systems, a license type of Extended ECM is sufficient for usage of
Archiving, Document Access or Extended ECM; a license type for Document Access
is also sufficient for usage of Archiving.
At least in one of the measured systems, the user has accessed Archiving, Document
Access or Extended ECM functions on more than 50 days in the past year but none
of his license types is sufficient.
The license type is assigned to SAP logins by roles. Due to the role assignment, it can
occur that a role related to more than one license type is assigned to a user login.
Validation issue type CL occurs if licenses sold by OpenText and SAP are maintained
at the same time for the same user login and client.
ID Description
CL Users with an OpenText license and an SAP
license
Important
As the consolidation merges data of duplicate users, it may be that in some
cases issues that were seen in the single source systems disappear. In other
cases, it may be that new issues are raised.
Example: Content Server user hmueller@ECM has no license type assigned and issue
XECM_NO_LICENSE was indicated.
SAP user hmueller has license type SXECMF xECM Full User sold by SAP and issue CL was
found.
After consolidation, both user entries were identified to belong to the same person. The
resulting license type of this unique user is SXECMF. Therefore the issue XECM_NO_LICENSE
is no longer valid, which means that issue CA_XECM will not be raised for that unique ID. But
issue CL persists and is indicated as the inconsistency between seller models could still be a
source of error.
For each user, the license type of the highest priority is obtained from the values of
authorization object J_6NLC_TYP authorization object assigned to this user:
• Extended ECM > Document Access > Archiving
• Full > Occasional > Web
In addition, the program checks for access permissions of the user based on other
authorization objects:
• Archiving - S_WFAR_OBJ, S_WFAR_PRI
• Document Access - J_6NG_DATA (EFM, TRM projects excluded if licensing flags
for EFM and TRM are set), J_6NRL_SEA
• Extended ECM - J_6NRL_DOL, J_6NRL_WSC
License types for occasional usage are maintained when a user is accessing OpenText
applications only occasionally. This concerns, for example, ESS usage, usage as
Employee, or Web usage.
For license measurement, the maintained license type set in authorization object
J_6NLC_TYP is counted. At the same time, the access log entries not older than the
current date -1 year are cross checked in table /OTX/CL_T_ACCESS.
If the count of entries for a user login in a client is greater than 50, and the license
type is classified as a type for occasional usage, this causes a validation issue of type
CO.
Table 17-4: CO: Users with occasional license used the product on more than
52 days per year
ID Description
OARCO OpenText Archiving – Occasional User
OARCW OpenText Archiving – Web Named User
SARCW SAP Archiving by OpenText – User:
Employee, ESS User
The license type is assigned to SAP logins by roles. Due to the role assignment, it can
occur that a role related to more than one license type is assigned to a user login.
Validation issue type CL occurs if licenses sold by OpenText and SAP are maintained
at the same time for the same user login and client.
ID Description
CL Users with an OpenText license and an SAP
license
Data older than one year is not required and can be regularly deleted.
To delete log entries older than one year, run transaction se38 to start the
program /OTX/CL_MAINTAIN_ACCESS_LOG. It checks for ACTVT = 03 of
authorization object S_USER_GRP.
The data of this log table has no further relevance beyond license validation.
XECM_NO_LICENSE
User has access permissions to use Extended ECM features on Content Server but
has no sufficient license type.
XECM_MAX_ACCESS_EXCEEDED
User has an “occasional” license type but has accessed Extended ECM functions on
Content Server on more than 50 days in the past year.
XECM_MULTIPLE_SELLERS
License types sold by OpenText (type O) are mixed with license types of SAP
reselling (type S).
New: You can now use the Content Server transport warehouse to transport
Connected Workspaces configurations.
You can use Content Server Transport Warehouse to transport one Connected
Workspaces configuration from one Content Server installation to another, for
example if you are using development, test and productive systems.
For more information about the Transport Warehouse, see the Content Server online
help.
To export business object types and unique names, you use the Connected
Workspaces transport mechanism. For more information, see “Exporting business
object types and unique names” on page 297.
To export business object types and unique names from a Content Server:
5. Click Export.
The transport file is stored in the temp directory on this Content Server.
Additionally, it is stored in the personal workspace of the user who started the
export. You are redirected to that page after the export. You can download the
file from there.
Tip: You can include the transport file, which is stored in your personal
workspace, into a workbench to use Content Server Warehouse for transports.
ID Mapping
Contains all node IDs that have been found in the transport file, for example
for classifications, or for categories that are used for the location or the
workspace name. If the target system contains nodes with the same name as
the source system, they prefilled with that suggestion. You can change the
node.
see what data is being imported, if workspace types or business object types
are created or updated.
a. Click Select to map another node. These settings are buffered and used
when you refresh the preview or start the import. Alternatively, edit the
transport file and save it.
b. Click Preview to read the new changes into the preview.
6. When you are satisfied with the import preview, click Import.
A result page informs you in detail about what has been imported.
Important
The business object declaration has to be maintained before the report can be
executed; see also “Creating a business object declaration in SAP”
on page 32.
Prerequisites
• The OTEXRL software component and the OTX namespace must be set to
modifiable using the SE03 transaction.
• Your SAP user must be registered as a developer.
c. Click Execute.
The generated report has the name /OTX/RM_WSC_CREATE_<business
object>; by default it is added to the /OTX/RM_WSCG package and inserted
in a transport request.
2. Run the report that you created to actually generate the workspaces:
b. Start the created mass report, for example, for equipments /OTX/
RM_WSC_CREATE_EQUI.
At the end, the batch process returns status and error information for each
workspace that was or was not created.
3. Select the Update properties check box to update ArchiveLink entries that have
already been declared.
Tip: If you selected a large amount of data, run the report in the
background using the Execute in Background command from the
Program menu.
4. Click Execute.
The output shows the processed ArchiveLink entries; icons signal the result of the
declaration. Entries which are ignored are already records.
The following parameters are displayed:
BLOCK NUM
ArchiveLink entries are declared in blocks; this is the block number.
BLOCK IDX
The number within a block.
Message
Error message for an ArchiveLink entry.
A summary on the processed ArchiveLink entries is given at the end of the output.
Tip: If you selected a large amount of data, run the report in the
background using the Execute in Background command from the
Program menu.
4. Click Execute.
The output shows the processed entries; icons signal the result of the declaration.
Entries which are ignored are already records.
The following parameters are displayed:
BLOCK NUM
Entries are declared in blocks; this is the block number.
BLOCK IDX
The number within a block.
Message
Error message for an entry.
3. Click Execute.
Besides the standard SAP job attributes the number of processed entries, their
process status and the current declaration rate/minute are tracked. These values
are updated during the job execution. Click Refresh to display the most current
values.
4. Click Job Details to access the SAP standard job overview, job log and spool
functions.
To schedule a job:
1. Navigate to the Extended ECM > Document (ArchiveLink) ... > Schedule Job
Removing Deleted Records activity and click Execute.
3. Click Step.
5. Click Save.
Important
You can run the infrastructure diagnostic program after specifying at least
the Extended ECM connection in the Infrastructure section of the IMG.
A green light icon indicates that everything is in order. For checks with a red light
icon, a recommendation is displayed. For more information about each check, see
“Understanding the details of the Diagnostic Program” on page 312.
Note: You can also run the Diagnostic Program as a background job.
3. Click Execute.
Note: For the Infrastructure part of the Diagnostics Program, see Section 20.1.2
“Understanding the details of the Diagnostic Program” in OpenText Extended
ECM for SAP Solutions - Installation and Upgrade Guide (ERLK-IGD).
BO Declarations
Are there business object Extended ECM > Maintain “Creating a business object
declarations for this Business Object declaration in SAP”
connection ID? Declarations on page 32
Document Declarations
Are there document Extended ECM > Document “SAP: Creating an document
declarations for this (ArchiveLink) ... > Maintain declaration” on page 149
connection ID? Document Declarations
Are there assignments for Extended ECM > Document
these document declarations? (ArchiveLink) ... > Assign
Declaration ID to Object
Type and Document Type
Are there automatic Extended ECM > Document
assignments? (ArchiveLink) ... > Assign
Declaration ID to Object
Type and Document Type
Item Types
Is the “otx.sap.rm.Folder” OpenText Administration Section 19.5.3 “Importing
folder type present? Client Enterprise Library folder and item type” in
Services server > Enterprise OpenText Extended ECM for
Library Services > SAP Solutions - Installation
Document Model > Folder and Upgrade Guide (ERLK-
Types IGD)
or rather
Does the folder type have a “SAP: Creating an Enterprise
default classification? Library item type and
Is the OpenText Administration additional categories for a
“otx.sap.rm.Document” item Client Enterprise Library specific property provider”
type present? Services server > Enterprise on page 143
Library Services >
Document Model > Item
Types
Is the
“otx.sap.rm.SystemArchiveLi
nk” item type present?
Is the
“otx.sap.rm.SystemPrintList”
item type present?
Use Widgets in UI “Using the Content Server
Integration Widget“
on page 171
Is the “Support Directory” Infrastructure > Maintain Section 18.5 “Maintaining
provided for business objects Extended ECM Connections Extended ECM connections”
declarations using Widgets in OpenText Extended ECM for
in UI? SAP Solutions - Installation
and Upgrade Guide (ERLK-
IGD)
Are parameters for Widgets See detailed error message if
available? applicable.
Is the OTDS REST Service
available?
For SAP ERP or SRM only: Is Check if software component “Prerequisites” on page 172
the class SAP_UI is 740 or higher.
CL_WD_HTML_ISLAND
available?
For SAP CRM only: Is the “Prerequisites” on page 172
WEBCUIF 701 component
available?
Roles
Does the current SAP user Checks the permissions of Section 17.2 “Assigning SAP
have sufficient permissions the current user roles” in OpenText Extended
in SAP to declare records? ECM for SAP Solutions -
Installation and Upgrade Guide
(ERLK-IGD)
Does the current SAP user Checks the permissions of Section 17.2 “Assigning SAP
have sufficient permissions the current user roles” in OpenText Extended
in SAP to view record ECM for SAP Solutions -
details? Installation and Upgrade Guide
(ERLK-IGD)
1. In the IMG, navigate to the Extended ECM > Configuration Report activity and
click Execute .
The report opens. You can use standard SAP functions to view details, browse
the report, or filter separate lists in the report.
2. To save the report to a local file in, for example in HTML format or as a
spreadsheet, click Local file ..., and select the format that you want.
/OTX/RMPEQ
ArchiveLink entries
/OTX/RMPEQPRINTL
Print lists
/OTX/RM_WSC_PEQ
Business workspaces and business attachments
All errors during declaration in batch mode are stored. Also update declaration
errors are tracked. The error queue then allows reprocessing the entries that failed.
a. If you want to first have a look at the error entries and afterwards re-
process these entries, select the Process records in manual mode check box
and specify the maximum number of entries in the Hit restriction field.
b. Click Execute.
The Error Queue Management dialog displays the selected entries. In this
manual mode, the number of hits is restricted to the value specified before.
d. Click Yes.
A result list of the re-processed ArchiveLink entries is displayed.
e. To view the SAP log of the error that caused the entry in the error queue,
click the number in the Log number column.
To open the print list record error queue (SAP ERP 6.0 only):
In addition to the standard values you can also enter the user who failed in the
declaration process (Error created by field) and the date of the error entry (Error
created at field).
3. You may process the records either in the manual or in the automatic mode:
Proceed as described under Step 3 on page 315 or Step 4 on page 316,
respectively.
4. To view the SAP log of the error that caused the entry in the error queue, click
the number in the Log number column.
The application object for Extended ECM for SAP Solutions is /OTX/RM.
/OTX/TEST Test
/OTX/UPD Update events
/OTX/WSSET Read, create, or update business workspace
/OTX/CRM SAP CRM related issues
Note: There are no additional objects or subobjects for an SAP SRM system.
2. Enter the application object /OTX/RM in the Object field and specify additional
parameters as required. Use a subobject to filter the log.
3. Click Execute.
4. Select a log entry and click Technical Information to display the entry's
technical context information.
In an error situation with a specific ArchiveLink entry, you can view the
property values Client, Object Type, and SAP object ID.
5. Click Detailed Information to show the calls stack where the error or
warning occurred. Expand the selected log entry to get more detailed
information.
For Extended ECM for SAP Solutions, the following information has been added at
the end of the report:
Tip: You could use this report to compare two system environments, for
example the development system and the production system.
2. On the System Report page, select either the Lite System Report or the Full
System Report option.
3. Click Generate.
Caution
Depending on the size of your system, the Full System Report may take
some time to be generated.
The generated report is a text document, called sysreport.txt, that resides in the
logs directory of your Content Server installation. When you finish generating a
System Report, the file path to the location where the file resides appears in the File
Path section on the Content Server System Report page. You can click the System
Report's link to access the report.
If a System Report has already been generated, a link to the most recently generated
report will appear as part of the header on the System Report page. To get the most
current version of the System Report, you must generate the report again.
Notes
• To use logging in Content Server in general, you must enable it: On the
Content Server Administration page, click Server Configuration >
Configure Server Parameters > Server Logging Options, and select a log
level for Content Server logging, for example, Detailed thread logging.
• Changing the log level settings does not require a restart of the Content
Server services. You set the logging for the current Content Service instance
not for other instances of the Content Server.
1. Open OpenText Administration Client and login to the server where Enterprise
Library Services is installed.
2. Navigate to Enterprise Library Services > Configuration and adjust the
following value:
logging.OTDS.level = TRACE
3. Start the Directory Services web administration client in a web browser. Open
http://<fully_qualified_domain_name_of_server:<port_number/otds-
admin/ and sign in.
4. Sign in as [email protected].
5. From the web administration menu, under the Info heading, click System
Status.
If you can stop and restart the system, you can generate a specific log files that
contain exactly the information that OpenText Customer Support needs to analyze
the problem.
4. Stop the Apache Tomcat service from the OTDS, Extended ECM services, and
Enterprise Library service installation.
5. If you wish to keep the existing log files, backup all current log files in the
following directories:
6. From the logging directories <Content Server home>\logs and <Tomcat home>
\logs, delete all files, including those in subdirectories of the \logs directories.
Note: Do not delete the logs directory itself; any subdirectories under it
can be deleted.
7. Restart the following services so that the above changes take effect:
1. On your Content Server server, open a command prompt window and navigate
into the <Content Server home>\bin directory.
2. Run the following command, where <cs-home> is the root directory of your
Content Server installation.
OTUpdateAnalyzer.bat -m <cs-home> -c
3. After the script completed, you can open the report in your default web
browser. When prompted, type y and press ENTER.
4. Navigate into <Content Server home>\temp\OTUA and copy the files that
include the date on which the report was run, for example
OT_DELTA_REPORT_1372769971871.csv or
OT_DELTA_REPORT_1372769971871.html.
Version information is also included in the system reports of Content Server and the
configuration report SAP System.
• Content Server
From the Content Server menu, select Help > About Content Server. The
version is displayed, for example Content Server 16. You find detailed information
also in the Content Server system report. For more information, see
“Understanding the Content Server System Report” on page 322.
• Connected Workspaces module on Content Server
On the Content Server Administration page, click Module Administration >
Install Modules. You see the version of the module next to its name, for example
16.0.0 .
• Web Services and other OpenText components
Go to Control Panel > Add/Remove Programs or Programs and Features. In the
list of programs, you see which version is installed.
• SAP System, Database information and OpenText Components
In the SAP IMG (transaction SPRO, OpenText Extended ECM for SAP Solutions
> Extended ECM > Configuration Report), run the Configuration Report to get
information about the SAP server. In this report, you find information like the
versions of OTEXBAS, OTEXERP, OTEXRL, OTEXRLC, OTEXRLS, OTEXBASO,
OTEXBASF, OTEXRLO, and OTEXRLF. For more information, see
“Understanding the Configuration Report” on page 314.
• Support Package of installed SAP System
In the SAP GUI application, from the menu, select System > Status. Then click
20.6 Troubleshooting
Troubleshooting describes some commonly encountered problems, with solutions or
tips on how to avoid them. For further information on known problems for your
Extended ECM for SAP Solutions version see the corresponding Release Notes in
OpenText My Support.
Example:
The ticket information which should be copied into the ticket.txt file can be
obtained from the RCS.log from the logs directory of the application server.
Usually the ticket is valid for two minutes only. The PSE file needs to be exported
from the SAP system. For more information, see Section 18.1 “Exporting the SAP
PSE certificate for the SAP authentication handler” in OpenText Extended ECM for
SAP Solutions - Installation and Upgrade Guide (ERLK-IGD).
For more information, for example on error codes, also see the PDF files in the
same directory on the CD.
2. On the left, expand the Content Server web site, and click the Content Server
Application. The default Application name is OTCS.
5. On the Edit Error Pages Settings, enable Detailed errors in the Error Responses
section, and then click OK.
For more information, see Section 4.2.1.2 “Configuring Microsoft IIS to Return
Meaningful REST API Error Messages” in OpenText Content Server - Installation Guide
(LLESCOR-IGD).
Cause Time difference between the SAP server and the Content Server server.
Solution Verify that time settings of the SAP server and Content Server (RCS Server) are
identical.
It is recommended to use a time server to keep time settings of SAP and Content
Server identical.
In case of a virtualized server, modify the time settings of the respective real server,
as the virtual server draws its time settings from the real one.
Solution If you experience problems with viewing certain document types, add the fax
extension as an alternative to the image/tiff entry in the config\mime.types file
of OpenText Content Server.
Solution In the business object type definition, select a workspace type for default display.
For more information, see “Configuring a basic business object type” on page 86.
Solution
Once the system is set up and customizing is finished, you can use the following
tools to prepare a hand-over documentation for the maintenance personnel whose
tasks are described in OpenText Extended ECM for SAP Solutions - Administration
Guide (ERLK-AGD)
SAP system
• Diagnostic Program: “Understanding the SAP Diagnostic Program”
on page 311
Tests the customizing and provides solutions for errors.
• Configuration Report: “Understanding the Configuration Report”
on page 314
Provides information about Extended ECM for SAP Solutions related
customizing in the SAP system.
Content Server
System Report: “Understanding the Content Server System Report” on page 322
Contains the complete configuration information of the Content Server system.
Look for the “Extended ECM Information” section.
OpenText Administration Client
You can generate a report for OpenText Archive Center: Provides information
for the ArchiveLink setup in SAP (OAC0 transaction).
1. From the web administration menu, under the Info heading, click System
Status.
attribute
BAdI
See Business Add-In (BAdI).
business attachment
Content Server item, for example a document or a folder, that is added as a link to
the business workspace of a business object. The item, which is used as business
attachment elsewhere, is indicated by an icon and has a link to the respective
business object. The other way around, you can configure a business object type,
so that it can be added to a Content Server item.
Window in SAP ERP that contains content, which is related to the business object.
The Business Content window can be opened in an SAP ERP system from the
Generic object services (GOS) menu of a business object. The Business Content
window displays the business workspace and its content, business attachments,
business documents (ArchiveLink), notes and local files.
business object
Representation of a “real life” object in the business application. This can be, for
example, a business partner, a service process, or a product. Business objects are
the center point of Extended ECM.
business reference
Configuration item for business objects in Content Server. The business object
type describes the structure of the data. A business object type in Content Server
has its counterpart in the business application.
business workspace
Content Server item that contains documents and other items which are related to
a business object.
category
classic UI
Content Server user interface with folders, function menus and sidebars. As
opposed to Content Server Smart UI.
See Also smart UI.
classification
Connected Workspaces
Content Server module that enables the use of business workspace with or
without a connection to an external system.
declaration
See document declaration.
document declaration
document metadata
Describes the document and its business context. Different types of documents
may have different metadata assigned. Metadata can be used to search for a
document.
document properties
Set of attributes that all documents share; for example, the owner of a document
or the creation date.
document templates
Basis for new business workspaces that are managed with Extended ECM for
SAP Solutions. Templates are offered to the user based on the business object type
and the storage location of the new document.
SAP: Functions that are not application-specific and can generally be used for any
business object, e.g. creating or displaying the business workspace.
GOS
See Generic Object Services (GOS).
group replacement
Method to dynamically assign access rights for a Content Server item such as a
business workspace or a document to a group of users. The group replacement is
typically based on attributes of the Content Server item.
impersonation
Method in which users of the business application utilize other users to gain
access to Content Server. Impersonation must be implemented according to the
requirements of the business application.
indexing
Process of collecting data about Content Server items so that they can be searched
with Content Server search functionality.
integration widget
Content Server module that controls documents and other objects based on rules
and classifications. Compliance and other legal regulations require that
documents have a controlled life time cycle that they are archived, that they can
be frozen or that they are deleted after a certain time. Records Management also
controls access to the documents. To set a document under the regulations of
Records Management, it is declared as record.
OSS notes
See SAP Notes.
OTDS
See OpenText Directory Services (OTDS).
Perspective Manager
See perspective.
perspective
Controls how users see the layout of a business workspace in Content Server
Smart View. Perspectives consider rules, for example, the workspace type,
template, or the user group. You design and configure a perspective in
Perspective Manager, a tool that walks you through the creation of a perspective
and translates it into ActiveView coding.
policies
print lists
Documents that are created by the SAP system and, if necessary, can be processed
automatically. They represent extracts from the SAP data base, compiled
according to specific criteria, and created by reports.
property provider
Program or web service that delivers properties of a business object from the
business application to Content Server.
record
See OpenText Records Management.
Records Management
See OpenText Records Management.
Related Business Workspaces folders are used in Classic View to display business
workspaces that are somehow related to each other. This type of folder is the only
object type where users can add relationships manually.
See Also Related Business Workspaces folders on page 82.
relationship
RFC service
A program used for communication between the SAP application and the archive
system via RFC (Remote Function Calls).
SAP Notes
A tool for customizing in the SAP system, opened with the SPRO transaction.
sidebar widget
simple search
Saved query and customized search form that can be used to find business
workspaces, cases and binders, and to create shortcuts. Also known as Custom
View Search in Content Server.
smart UI
Content Server user interface with a landing page and container pages. The
content is presented in tiles that contain widgets. The pages are highly
configurable using the Perspective Manager.
See Also classic UI.
SPRO
See SAP Reference IMG (SPRO).
system attributes
Metadata that all content items have in common, for example item names, creator
of an item, or the modification date.
widget
Element of the user interface that displays information for the user.
workspace type
Content Server object that controls the location where a business workspace is
stored, some of the GUI components such as sidebar widgets, and the name
pattern of the business workspace.