Archiving documents in SAP Records Management

Hello experts,
Does anybody know how to archive documents in SAP Records Management? By default, they are stored somewhere in SAP database. However, based on the SAP documentation, they can be stored also to archive by using ArchiveLink. Where is this configuration done and how? Or do we need some coding here?
I'm interested in two different solutions:
1) Document will be stored on an archive server right from the start. By doing this, I no longer need to move the document content myself.
2) Moving existing Records Management documents to archive. I know there is a program SRM_KPRO_CONTENT_RELOCATION for this purpose, but it doesn't seem to be working without some archiving/RM configuration before somewhere else.
We are using Records Management as part of Digital Personnel Files and the documents to be archived are completed Adobe forms.
Best Regards,
JV

Hi JV,
You need to define the repository in OAC0 transaction. As per my analysis now your document are stored in sap database.
If you are using separate serever then confuigure as follows in OAC0:
Document area : SAP Records Management
Storgae type : RFC Archive
define IP address and port. Then goto CSADMIN and activate the certificate for the same.
or if using SAP Database then make the changes in above areas.
Then these archived documents will get saved in content server instead of sap database.
Hope this will help.
Regards,
Ravindra

Similar Messages

Digital signature in SAP Records Management (SAP Netweaver Folders Manager)

Hi experts,
I have a record with various documents and I want to implement digital signature in documents (Transaction: ORGANIZER). I read in IPS640 SAP Manual that there are a button (key symbol) to do this but I don't have this button. Can you explain me how to implement this?
A lot of thanks in advance.
Regards,

Hi JV,
You need to define the repository in OAC0 transaction. As per my analysis now your document are stored in sap database.
If you are using separate serever then confuigure as follows in OAC0:
Document area : SAP Records Management
Storgae type : RFC Archive
define IP address and port. Then goto CSADMIN and activate the certificate for the same.
or if using SAP Database then make the changes in above areas.
Then these archived documents will get saved in content server instead of sap database.
Hope this will help.
Regards,
Ravindra

Difference btw SAP Records managements and SAP DMS?

can some one pls tell me wat is the difference between records management and sap dms...
thank you.

Hi Vivek,
perhaps some remarks to SAP Records Management. SAP Records Management (and SAP Case Management) is a powerful infrastructure for creating cross-component application since you can organize any SAP and Non-SAP information object as a record (tree) in a role based view.
One classical application is the HR personnel record. You collect documents (archived documents as well as DMS documents (with versioning)) together with personnel master data and other information. For each employee there is a record instance.
Another application is a machine record for a machine producer. It is a collection of SD objects and of engineering documents.
A record can also be business partner record collecting information about the business partner and for example other records that refer to the business partner.
Since SAP Records Management is designes as a Service Provider Framework you can integrate any kind of information objects both in SAP and in non-SAP systems.
So, also SAP DMS services can be wrapped as SAP Records Management service provider and hence be used in SAP Records Management applications.
The focus of SAP DMS is the handling of engineering documents and their behaviour in production. Based on SAP Knowledge Provider it is more a document management service.
SAP Records Management is stressing the aspect of building cross component applications and their business flow. SAP already provides a lot of standard service providers but you can also build your own service providers and hence integrate your own objects.
For more information, see the documentation and get a first flavour by starting the transactions ORGANIZER and SRMREGEDIT.
By the way in contrast to SAP DMS, SAP Records Management is part of NetWeaver.
Best regards
Torsten

Integration with SAP Records Management

Dear SAP gurus,
We are in SRM 7 EHP 1 with backend ECC 6 EHP 5. We are exploring PPS (Procurement for Public Sector) feature in SRM. We see that using PPS we can have integration with SAP Records Management. To be honest, I never see SAP Records Management so we want to confirm the functionality. Our legacy system require a electroning filing system, in which all documents related to procurement is scanned (whether it is document from system, or the one created manually), and then stored in a server in a pdf format.
Does SAP Records Management have this functionality in which it stores the pdf doc inside one server? If not, what is exactly the functionality of SAP Records Management?
Best regards,
John

Hi,
SAP Record Management is now known as SAP NetWeaver Folders Management.
Contact your NetWeaver consultant to imlement SAP NetWeaver Folders Management.
Some important links:
1. http://wiki.sdn.sap.com/wiki/display/HOME/SAPRecordsManagement
2. http://www28.sap.com/businessmaps/0531547C7FE54C6A9E9B5850836F5E43.htm
3. http://help.sap.com/saphelp_nw04/helpdata/en/f5/18fc39eb31a700e10000000a11402f/frameset.htm
Regards,
yaniVy
reward if helps

Sap Records Management: how to get attributes of record?

Hi everybody who has had an experience in SAP Records Management programming.
Tell me please how can i get a list of attributes of certain record or document? I have an instance of CL_SRM_POID class and I also can get an instance of CL_SRM_SP_RECORD clas. But i haven't found out exactly what method gets attributes.
Thanks a lot.

Finally i have sorted it out. Following procedure gets properties of record or document.
form get_record_attributes using    uif_poid   type ref to IF_SRM_POID
                           changing ct_properties type SRM_LIST_ATTRIBUTE_VALUE.
data: lif_srm                   type ref to if_srm,
        lif_srm_service           type ref to IF_SRM_SRM_SERVICE,
        lif_prop_service          TYPE REF TO IF_SRM_SRM_SERVICE_PROP,
        lif_repository            type ref to IF_SRM_SRM_PROP_REPOSITORY,
        lif_attribute             type ref to IF_SRM_ATTRIBUTE_VALUE,
        lif_context               type ref to IF_SRM_PROP_CONTEXT.
refresh ct_properties.
try.
    lif_srm         ?= uif_poid.
    lif_srm_service = LIF_SRM->GET_SRM_SERVICE( ).
    lif_prop_service = lif_srm_service->get_property_service( ).
    lif_context      = LIF_PROP_SERVICE->GET_CONTEXT( ).
    lif_repository   = lif_prop_service->GET_REPOSITORY( uif_poid ).
    ct_properties    = LIF_REPOSITORY->GET( lif_context ).
    CATCH CX_SRM_INITIALIZATION .
    CATCH CX_SRM_POID .
    CATCH CX_SRM_REGISTRATION_DATA .
    CATCH CX_SRM_SRM_PROP_REPOSITORY .
endtry.
Edited by: Petr.Plenkov on Mar 4, 2010 1:43 PM

How can I create a model node in SAP Records Management

Product: SAP Records Management
Hi,
I would like to create a model node in a record tree.
I found in the function modul BAPI_RECORD_ADDELEMENT no entry for the creation of a model node. Only the instance and the structure node can create by this function modul.
So, does anyone know a solution to create a model note?
Regards,
Thomas Fanninger

Hi Thomas,
it is not possible with the BAPI due to the piece of coding:
case myElementType.
        when glob_const_elem_type_instance.
          myRecordElement->Type_Set( if_srm_sp_record_element=>type_instance ).
          myRecordInstanceElement ?= myRecordElement.
          loop at element_sp_poid into myElementSpPoidWa.
            mySpPoidWa-id = myElementSpPoidWa-name.
            mySpPoidWa-value = myElementSpPoidWa-value.
            insert mySpPoidWa into table myElementSpPoidTab.
          endloop.
          myElementSpsId = sps_id.
          myElementPoid = myClientService->poid_get_instance( im_rms_id = myRmsId
            im_sps_id = myElementSpsId im_sp_poid = myElementSpPoidTab ).
          myService->check_sp_connection( myElementPoid ).
          myRecordInstanceElement->poid_set( myElementPoid ).
        when glob_const_elem_type_folder.
          myRecordElement->Type_Set( if_srm_sp_record_element=>type_folder ).
        when others.
          perform set_error using '852' return.
          return.
      endcase.
But you can do that by using directly the Records API. How to use this is demonstrated in the report 'SRM_RECORD_API_HOWTO'. Search there for the subroutine 'fillrecordelement'. There a record element for insert is created and its type is set. You can set the type there to 'IF_SRM_SP_RECORD_ELEMENT~TYPE_MODEL'. Of course your POID then may not be an instance POID.
Best regards,
Thomas

TREX on Portal-Server also used for search/index for SAP Records Management

Hi all,
can a installation of the TREX on the Portal-Server (or as separate Server) used for Portal Index/search and also in parallel for searching of Content in an SAP Records Management (means full text research of records/ dossier in the SAP RM) ? Some ideas, tips or settings to keep in mind ?
THX
mario

Hi Neil,
We have exactly the same problem. We installed a new SAP E-Commerce system on Microsoft Windws 2008 R2 with TREX Version 7.10.43.00. The TREX connection is okay. Also the catalogue replication works without any problems. The SAP support means it is a permission problem on the IIS. The problem isnu2019t solved yet and the message to the SAP support is in process.
What is your effect with this link?
http://localhost:<TREXNAMESERVER>/TREXHttpServer/
Default:
http://localhost:<30305>/TREXHttpServer/
Kind regards,
Roland

Urgently required Good Installation Document for SAP Solution Manager 4.0

Hello Experts,
Iam implementing /installing SAP Solution Manager 4.0 in our scenario in a day/two. My query is tat do we need to install it APAP + JAVA based only or can we install it ABAP based only?
Secondly i needed good self prepared document for SAP Solution Manager 4.0 installation which gives me step wise step procedure in detail.Plz dont give service marketplace link as i hv already seen and checked installion guide over it ,act. i wanted self prepared doc which is of more use. The useful answers shall be surely awarded points. Requested to revert at earliest as i need this guide in a day itself.
My Email Id is [email protected] .
Regards,
Saumya

Hey Somya,
Can u plz send me the configuration guide of change request management that Rakesh had sent to you..
My Email-id is [email protected]
Plz its urgent, let me know if u want me to open a new thread so that i can reward you with points..
Tnx in advance.

ADD a BOR to SAP Records Management

Hello,
I need to know which BAPIs I have to call to post a BOR to SAP Records Management.
There is BAPI_RECORD_ADDELEMENT but I don´t know what parameters are necessary.
thanks,
Iñaki

You can not 'add' simply a BOR object to RM.
1.) You have to create a element type in the TA srmregedit for you BOR object and set the necessary connection parameters. Also you have to classify your element type according to your RMS ID and your AREA (case or records management).
2.) Then your new element type appears in TA organizer or TA scase. It has autmatically the BOR methods as activity.
3.) The BAPI adds an instance of the BOR object to a RM records (file).
Best regards,
Thomas

Removing buttons from SAP Records Management GUI.

Hi Records Management Experts,
I want to delete some push buttons like Back, Exit, Cancel... in records management(in portal), which is a SAP GUI.
Please tell me how to delete the buttons from the GUI.
Thanks,
Rani.

Dear BP,
1. Is it possible in SAP Records Management copy records, using standard functionality or i need to Z development?
Pragya - you will need to develop it..no standard module
2. Is it possible in SAP Records Management dowload(serialize) and upload records to ORGANIZER/SCASE? (download/upload, that is, per se, copying.)
Pragya-not in SCASE or ORGANIZER but in SCASEPS it is possible
3. When I implemented the circulars in ORGANZER, I observed that the method COMPLETED from BUS SDISPOSITN does not start automatically. I can start it using transaction SWUE manually but it won't good... Maybe this can be done in the Status Profile,
but I didn't manage because BUS RECORD is only started in Status Profile.
Pragya- This cant be done via status profile in Record directly. What you can try though, is to raise an event for record say CLOSED...register a listener in SWETYPV & raise COMPLETED in that listener (could be a function module).
Best Regards,
Pragya

Archive and metadata in Records Management

Hi,
Can you advise if it's possible to archive Digital Personnel File contents which is stored in Records Management? We've got a requirement to archive Digital Personnel File contents (HCM Processes and Forms (Adobe) and other stored office documents) with metadata. Is it at all possible to define metadata in Records Management?
Best regards,
Jukka

Hi Jukka,
HCM Processes and Forms already use RM for persisting the data. I believe there are cases & documents created for these processes & forms in RM.
Please have a look at the archiving solution for cases & records for the same. They are available from the sdn link of RM. I have also posted news item on http://www.sdn.sap.com/irj/sdn/nw-ecm stating the upload of the archiving cookbooks.
The catch as I see for you is that you will need to know how the processes & forms are stored in RM by HCM & then use the correct archiving solution for those objects.
Thanks & Regards,
Pragya

Can we handle physical data storage through SAP Record Management System

Dear Experts,
how can we use Record Management system for handling the process involved in physical storage
of records ( like files, documents, boxes, x-rays etc) their retrievals, destruction etc.
Same as that how to handle space management, allocate space to store physical storage, retrieve the available spaces etc.
Any hint or reference to implement these requirements through Record Management System will be very useful.

Closing ..

Adding existing RWD uPerform documents using SAP Solution Manager Adapter?

Note# 1468552
Cannot add existing RWD uPerform documents using the SAP Solution Manager Adapter.
Currently, a user can only create a new document with the Solution Manager Adapter; there is no
ability to add existing uPerform documents that have already been created.
RWD has submitted an enhancement to SAP requesting this functionality.
Hi All,
Has there has been any update on the functionality to add existing RWD uPerform documents to Solution Manager? I have found a note from 2010 stating that this functionality has been submitted as a enhancement. My question is, has this feature been implemented yet? If not, does anyone have any suggested work-arounds for this issue?
Thanks in advance!
Stephanie

Hi Stephanie,
I can't find much information on this topic.
You could create a message in component SV-SMG-SPA.
Regards,
Matthew

Procedure for Archiving Documents on SAP EP

Hi,
I'm working on archiving of documents on SAP EP.
It would be of great help if anyone could give me some tips or procedure or some approach note to implement the same.
Regards,
Piyush Kumar

Hello Piyush
Have you find anything on ARCHIVING in SAP EP
If yes please let me know.. I do know archiving but only in ABAP based system. XML archiving is altogether new for me.
Regards
Deepak Gupta

Specified anchor not found in the model in SAP Records Management

Hi Experts,
We are on SRM 7.0 SP 8 PPS with ECC 6.0 Ehp 4 with RM.
I have managed to Integrate SRM with RM with some issues.
The issues are:
RFx with attachment is not displayed in RM through related links.
Whereas RFx without attachments are visible.
Contract and PO with attachment are also visible in RM.
The only piece remaining is the RFx with attachments:
Errors in SLG1 RM client are:
Source: CL_SRM_POID===================CP , CL_SRM_POID===================CM012 ,        28
Message no. SRM_REGISTRY151
Invalid Service Provider Space ID
CL_SRM_POID_DIRECTORY=========CP , CL_SRM_POID_DIRECTORY=========CM001 ,        56
Message no. SRM_REGISTRY151
The interface reference transferred for the POID object is invalid
Message no. BL001
Source: CL_SRM_SP_RECORD==============CP , CL_SRM_SP_RECORD==============CM00J ,        12
Message no. SRM_REGISTRY151
Back End: Anchor Not Found
Message no. BL001
Error during Records Management update for SRM/EBP element Object ID: 4000000700 Logical System: LS_SRD600 Processing mode: CREATE
Message no. /SAPPSPRO/RM_UPD_ERR000
Error with creation of an attachment POID. SPS ID
Message no. /SAPPSPRO/RM_UPD_ERR017
Could not add elements to record
Message no. /SAPPSPRO/RM_UPD_ERR006
Could not update POID relationship directory
Message no. /SAPPSPRO/RM_UPD_ERR007
The SRMCALLMON XML errors are:
Application Error:
SRM_GENERIC_SP</ID>    <NUMBER>820</NUMBER>
<MESSAGE>An internal error has occurred -- check application log</MESSAGE>
SRM_GENERIC_SP</ID>   <NUMBER>812</NUMBER>
<MESSAGE>Specified anchor not found in the model
This is happening only to RFx with attachments. If i save an RFx without attachment, then its displayed in RM. If i add attachments later to the RFx still its not displayed in RM.
Kindly help me out, Gurus.
with regards,
Freemindmind.

anybody?

Archiving documents in SAP Records Management

Similar Messages

Maybe you are looking for