Document Management (DMS) in SharePoint

Hello All, I'm preparing to setup SharePoint 365 Online to store documents. We're a small law firm and would like the features Document Center has to offer. Can someone provide links on an Overview, Samples and Instructions.
I found a very information video on Youtube but it doesn't get into details. I can't even find the Document Management/Center temple?
Thank you,
aam

You can create a library or a list for each associated law firm entity such as:
Law file
companies
Books of laws
You specify the metadata of each library by creating the necessary columns, and the specify your library settings (versioning, permissions).
Regarding Information Management: Retention Periods , if is required you can check the guide provided above, also u can benefit from the auditing feature of SharePoint.

Similar Messages

Setting up a Document management system in SharePoint 2013

Hello All,
I have come across a scenario where Customer needs a Document management system for their organization.
They want to keep the documents of different departments like sales, HR,Finace in corresponding folders and want to include a workflow for approval of the Documents. Also, Documents related to particular department can be modified or added by users in that
department.
I thought of creating a seperate site collection for this purpose & document libraries of each department, setting up the permission on document library level. Is this a correct approach?
I am new to Enterprise content management system of sharepoint. Can anybody give me a guidance on this how to get started.
Regards
Vishnu
dfd

Creating separate site collection for each department will help you scale and grow better and easier to group SharePoint sites together.
Refer to the following articles which will give you an idea about the plan you should do before building a Document management system
http://technet.microsoft.com/en-us/library/cc263267.aspx
http://blogs.msdn.com/b/sgoodyear/archive/2009/07/25/determining-between-sharepoint-site-collections-and-sub-sites.aspx
http://atinkerersnotebook.com/2013/10/02/creating-your-own-document-management-system-with-sharepoint/
http://community.dynamics.com/ax/b/tinkerersnotebook/archive/2013/10/02/creating-your-own-document-management-system-with-sharepoint.aspx
--Cheers

Document Management (DMS) DIR's additiona data update

Upgrade from 4.6B to 4.7.
A DIR's additional data is updated in Definition DOCUMENT_MAIN01 (copy in custom namespace), Method BEFORE_SAVE with SAP standard function module CTMS_DDB_SET_VALUE.
The update of the characteristics in the DIR worked in the 4.6B version but in 4.7 there is no update and no errors.

tttt

Document management for HR

Hello,
I have a requirement to attach a couple of documents for each employees at my client. Those document should then be made available on SAP Portal. I know there exists some SAP solutions for document management (DMS, ArchiveLink) but I have no experience with that. Can you please advice what is the best/latest solution? How should I get started?
Thanks!

Hi Julien,
One solution I am aware of is SAP Employee File Management by OpenText (don't say it with your mouth full!), or SAP EFM for short.
It's an integrated document management solution that runs from the backend and from the Portal. I've seen a click demo of it but not the real thing. It looks like a good solution, hence why SAP picked up on it.
Some links below for info:
[http://www.opentext.com/2/global/products/products-opentext-ecm-suite-for-sap/products-opentext-employee-file-management-for-sap.htm|http://www.opentext.com/2/global/products/products-opentext-ecm-suite-for-sap/products-opentext-employee-file-management-for-sap.htm]
[http://www12.sap.com/solutions/solutionextensions/employee-file-management/index.epx|http://www12.sap.com/solutions/solutionextensions/employee-file-management/index.epx]
I hope that helps!
Luke

DMS Document Management from SAP LSO and IT1062

Hi Experts
I need to use the Knowledge Link Infotype (IT 1062) for linking to documents in the DMS for use from within SAP LSO.
I can upload the documents using Tx OAOR, but how do I add the link to the document in IT 1062?
Is there another way of uploading the document which I should be trying?
What is the best / easiest way to upload a document to DMS and also link to it in IT 1062?
Thanks in advance
Anton Kruse

HI Everyone
I`v done a research and i believe its better to do the standard way of managing contents for LSO.
Based on my finding its better to use Kpro(Knowledge provider) for this purpose. DMS and CMS Services both are Kpro Services when DMS uses(in standard way) for documents related to MM and CMS recommended for LSO.
CMS can link to KM(Knowledge management) and also using Authoring Environment you can manage all contents related to LSO.
AE allows you to use external Authoring Tools in order to provide eLearning. indeed you can use CMS repositories to store LSO Docs.
Since you may decide to give users an access to learning material it is a good idea to upload docs in a way that easily being accessible from web.
Integration between CMS and DMS is possible( refer to link below: Integration of CMS & DMS).
Authoring Environment:
http://help.sap.com/saphelp_ls200/helpdata/en/e6/c9e81df5ed11d5997000508b6b8b11/frameset.htm
Integration of CMS and DMS refer to SAP SCN:
http://help.sap.com/saphelp_erp60_sp/helpdata/en/15/aea9375d79fb7de10000009b38f8cf/frameset.htm
Any idea/recommendation/suggestion from you experts warmly appreciated.
Regards,

DMS (document management) integrate document in product

Hello,
I want to integrate documents in my products (crm) in background. My documents are located in my server sap. ( so I have a URL of my document : file://server/folder/test.doc)
I have found only one mean. I try to use DMS (document management service) programming interface with the FM
1 - SDOK_LOIO_CREATE : I create a logical document
2 - SDOK_PHIO_CREATE : I create a physical document
but after..?
when do I download my document? when do I create the link with my product?
There is a documention here
http://help.sap.com/saphelp_crm31/helpdata/fr/15/aea9375d79fb7de10000009b38f8cf/frameset.htm
but it is not enough for me.
Can you help me, please?
Say me it's possible with DMS...
an example of coding is helpfull..
which FM uses..
Many thanks in advance for anything help,
Servane,
nb: I have tried to use BDS services but it use only in foreground.

no idea?

How to install EASY DMS (Document Management System) setup in windows 7

Dear Experts,
Recently we have started a project to establish document management system in SAP. So, i have downloaded easydms7.1sp04 from the servicemarketplace service.sap.com/swdc and setup is successfully installed in windows Xp and unable to install successfully in windows 7.
The SAP is upgraded in our company to release ERP6 EHP6.
In windows Xp the DMS is accessing to all the systems in the landscape( DEV, QAS, PRD).
But, In windows 7 it is only accessing the production system and if creating manually the systems prompting the error about RFC and hosts in windows 7.

Hi Sir,
As mentioned earlier it is prompting me the error
Logon Failed (RFC_ERROR_LOGON_FAILURE)
Name or Password is incorrect (repeat logon)
But it is accessing only the production system in windows 7 but not all the 3 systems which are in landscape. I dont know how can it proceed to logon to the production system only with out other systems .
Thanks in advance
Regards,
Easwar

Document Management System(DMS)

Dear Expert,
We need to store the Employee revision letters( in PDF format) in DMS. Letters are currently in HTML format which we will convert them in to PDF format & store the same thru Document Magement System (DMS).
I would like to know,
1. How can we use DMS to store the letters in PDF format?
2. Where can I find DMS configuration part in SPRO?
3. I understand that DMS is a unique concept availabe in SAP HR. So how can I link DMS to HCM?
4. Is SAP Archive link related to DMS ?
5. Any documents/links related to this kinldy send it across.
Thanks in Advnace,
Regards,
Damodar Pai.

hi
try with this
SAP DMS - Document Management System
SAP DMS are for storing documents such as CAD drawings, Materials pictures etc.
With the document management system, users will be able to view the documents with ease within their SAP systems.
Installing the SAP DMS requires a little bit of planning on how you want to do it.
You have to give a little thoughts to stuff such as :-
1. The total numbers of documents that will be store monthly.
2. The average file size of each documents.
3. The capacity of your present R/3 system.
4. Your present network bandwidth.
5.   Document Archiving Strategy.
6.   Backup and Recovery Plan.
Additional purchasing of hardware are required, especially if you have large amount of documents to stored.
With this in mind, you can then decide on how you want to do it.
You can do this in a few ways :-
1. Import the documents into the R/3 system.
2. Use an external document server.
3. Have a dedicated PCs where all the documents are stored.
Most companies that intend to used DMS will opt for Option 2 as they does not want to overstretch the R/3 database.
Options 1 requires you to setup the conversion interface.
The conversion interface allows R/3 to automatically covert your files and import it into the R/3 database.
Here is a simple example of storing documents into your PCs, just to have a feel how the SAP DMS works:-
For those using Citrix, you have to set this at the Citrix Server where the SAPGUI is located.
Configure SM30 - V_TDWE_C1
Put this command in your autoexec.bat
SET HOSTNAME=PC1234
Restart your pc.
You can create/manage your documents in transaction code CV01N / CV02N
Assigning Documents to a Material Master Record
Access a material master record in Create or Change mode, and select Basic Data.
To create links to documents, choose Additional data -> Document data.
The Link to Documents dialog box appears.
Assign one or more documents to the material.
If you do not know what the document number is, you can search for it using the search help or by choosing Find document.
When assigning a document to a material, you have the following options:
1. Viewing the document by choosing it in the Link to Documents dialog box.
2. Viewing any originals of the document by positioning the cursor on the document and
   choosing Display originals in the Link to Documents dialog box.
To return to the Basic Data screen, choose Continue.
Save your data.
all the best
madhu

Document Management in Sharepoint and CRM

How to create a copy of document that is uploaded in CRM to sharepoint?
Is it possible?
Thanks in advance.

See:
http://msdn.microsoft.com/en-us/library/gg334768.aspx
This describes the integration scenarios where you can offload document management to SharePoint, thus reducing the size of the CRM database.
You'll want to investigate the CRM List Component as well:
http://www.microsoft.com/en-us/download/details.aspx?id=5283
Trevor Seward
Follow or contact me at...
&nbsp&nbsp
This post is my own opinion and does not necessarily reflect the opinion or view of Microsoft, its employees, or other MVPs.

How to upload the data to SAP-DMS(Document Management System)

Dear sir,
How to upload the data to SAP-DMS (Document Management System) please give me the code for this .ex for (excel format or tab deliminated) to sap system through BAPI i have to pass.
regards
R M Patil

Hi,
May be following link may help you.
/thread/315373 [original link is broken]
/message/205534#205534 [original link is broken]
Thanks,
Sree.

Link between table EKKO-EBELN and DMS - Document Management System

Hi to all,
I wanted to know the form to connect or link the Document Info Record (inside "Define Object Link") to object DRAW (DMS) with table EKKO-EBELN (order head). In standard form it is possible to do it with EKPO (Purchase order item) This is in transaction DC10 Define Object Link.
Thanks!
Greetings
Martin

Hi Martin,
Within table DRAD you can see all linked objects to a specific document info record (DIR).
To be able to link objects to DIRs you have to maintain the correct objects in customizing.
First of it is necessary to maintain the correct screen numbers for all needed objects within the customizing. Therefore go to transaction SPRO and select
Cross-Application Components
> Document Management
> Control Data
> Maintain Screen for Object Link
Here you can enter all needed SAP objects with the name and
the related screen number. If you do not know the object or the screen number you can display a list of all SAP standard objects in transaction SE80 under function group CV130 ("Screens").
So for material master you maintain the following entry:
SAP object Screen Description Auth.
MARA 201 material master 1
Please note that the system automatically adds the leading "1" which is displayed in function group CV130 under
"Screens". So for object MARA you just have to enter 201 instead of 1201.
The value "1" in the column "Auth." is necessary to grant that always the latest dynpros and authorizations were used when linking this object to an document info record. This will avoid different problems by displaying linked documents from the object side.
The next step is to decide which objects should be used in the different document types. Therefore please go to transaction DC10 and choose the relevant document type. Afterwards please select "Define object links". Here you can
add all needed objects only by entering the object. The correct screen number is taken automatically. Also note the blue information buttons in the upper right corner which contain further necessary information about the possible settings of the current screen.
After doing these settings in customizing you should be able to link the maintained objects to document info records and oppositely by using the DMS transaction CV02N (tab "object links") or the object related transactions.
Important notes regarding the object link functionalities are:
Note 880077: Performance problem using object links
Note 885977: Extension to note 867241 on object links
Note 926060: Extension of note 885977 for object link Purchase Order
Note 960202: Object Links Deleted While Adding New Objects
Note 1002648: Wrong behavior while using RFC_CHANGE_DOCUMENT_MASTER

OLE2_OBJECT AND DOCUMENT MANAGEMENT SYSTEM (DMS)

Hi Experts.
I'm trying to make a excel inform like a catalog with materials and images which are in a Document Management System.
I'm using OLE2_OBJECT to make the inform in EXCEL, because I'm trying to do it with SMARTFORMS, and I cannot because I need to resize and put ok the images and with SMARTFORMS I cannot.
To see the information I have a ALV Objects with a custom container with the information to the database..., material, price, etc..., and in other container when you click in a row I show the picture which is in the DMS.
To do it, I use this method to get the URL to the image.
CALL METHOD cl_dms_thumbnail_display=>get_url
EXPORTING
i_doc = ls_doc "IMPORTING
e_url = g_graphic_url.
And after I call the method of instance of class cl_gui_picture to show the picture in the cl_gui_alv_container
CALL METHOD g_picture1->load_picture_from_url
EXPORTING
url = p_graphic_url
IMPORTING
RESULT = p_result.
In the code to excel print to insert the picture if I put this URL to my local pc, it's ok,
CALL METHOD OF picture 'INSERT'
EXPORTING
#1 = 'C:Documents and SettingsadministradorMis documentosMis imágenesprueba.bmp'.
but the URL of the g_graphics_url it's
SAPR3://SAPR3CMS/get/200/ZAFD_5F100/DC99BBC5172158F18A14005056C00008/DSR_20DEP_202_20BANDAS_20BROWN_20389_2020070719.JPG
and this URL it's nothing if I put in the internet explorer...
What can I do to do this??
If you have another idea I appreciate it.
Thanks.

Hi,
May be try this way . ( I am not 100% sure about this)
data : g_picture   type ref to cl_gui_picture.
data : g_thumbnail type ref to cl_gui_custom_container.
CALL METHOD cl_dms_thumbnail_display=>get_url
EXPORTING
i_doc = ls_doc "IMPORTING
e_url = g_graphic_url.
if not g_graphic_url is initial.
create object g_thumbnail
      exporting container_name = <Your container name>.
create object g_picture
       exporting parent = g_thumbnail.
call method g_picture->set_display_mode.
endif.
aRs

BOR or CLASS for Document Management Service (not SAP DMS for PLM)

Hi All,
Does anyone know if there is already a BOR or CLASS that can be used in Workflow that works with the Document Management Service? This is in reference to the diagram displayed in the following link
http://help.sap.com/saphelp_crm40/helpdata/en/15/aea9375d79fb7de10000009b38f8cf/content.htm.
I assume that there must be a BOR or CLASS that uses DMS that I can use with workflow.
Thanks.
Regards,
Mel Calucin
Bentley SAP Portal Architect

no idea?

SD Document Management system(DMS)

Dearl all;
can anyone tell me the standard SPRO settings for SD Document Management System step by step.
Thanking You;
Joydeep Mukhopadhyaya

Hi Joydeep,
Could you post across what requirements/scenarios you are attempting to handle in SD via DMS?(or Archivelink as the case may be..)
..tell me the standard SPRO settings for SD Document Management System step by step...
Please familiarize yourself with the [Forum rules|https://wiki.sdn.sap.com/wiki/display/HOME/RulesofEngagement]. IMO,it would make more sense in investing in a SAP DMS/Archivelink expert to handle the configuration,more so if its a clients production system that you are looking at.
Regards,
Pradeepkumar Haragoldavar

Document Management system(DMS) and PDM webclinet????

Hello.....
I am working on Document management system(CV01 and cv02)......
The requirements are.....
1) I have crated a Document Info record(CV01) and attached originals(Drawing,diagrams) to the document in SAP system.
If user reqest to open a original in SAP then it should connect to PDM WEB client and it should fetch the original from PDM server for viewing and editing the original.
How can I implemet this scenario...Should i wrire code in ABAP or Any advaced technology(BSP or PORTAL) should i sue....
Please let me know??
Thanks and regards
Preethi....

Hello.....
I am working on Document management system(CV01 and cv02)......
The requirements are.....
1) I have crated a Document Info record(CV01) and attached originals(Drawing,diagrams) to the document in SAP system.
If user reqest to open a original in SAP then it should connect to PDM WEB client and it should fetch the original from PDM server for viewing and editing the original.
How can I implemet this scenario...Should i wrire code in ABAP or Any advaced technology(BSP or PORTAL) should i sue....
Please let me know??
Thanks and regards
Preethi....

Document Management (DMS) in SharePoint

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