Records Management - Custom Attributes

Hi all,
I've created a Document Service provider in SRMREGEDIT in my RMS_ID. I archive the created documents with ORGANIZER in Documentum Archive Server.
I have added a custom attribute to my Document type:
1.- I want this custom attribute appears in ORGANIZER in the search window, so I can search the documents thru my custom attribute. How I can do this?
2.- I also want to save my custom attribute in Documentum as attribute. How can I save SAP attributes in Documentum?
Thanks in advance,
Regards.
Urtzi.

Hi Urtzi,
for custom attributs you need to create a Content Model (Customizing IMG). The Content Model description needs to be in the connection parameter values of your element typ Document. Then you have to customize your attributes in the dmwb (document modelling workbench), you should find your content model under the entity SRM, there you need to look for your content model id in documents, take the virtual class marked with "V" in the PHIO and LOIO classes, in the instance attribs you can finally customize your attributes by clicking the button "more". You have to hide all attributes you don´t need except SRM_DOCUMENT_ID. If you want to add own attributes you need to add them under IO-attributes first. When you restart your electronic desk now you should see the attributes you customized in the document and you are also able to search for these attributes now.
You save these attributes for your documents by writing the Content Model ID into the connection parameter values (Document_Class) of your element typ Document. If you have different Documents that need different attributes you need to create a new Content Model.
Hope that helps!
Regards, Cornelia

Similar Messages

Records Managment - Custom Attributes

Hi all,
I've created a Document Service provider in SRMREGEDIT in my RMS_ID. I archive the created documents with ORGANIZER in Documentum Archive Server.
I have added a custom attribute to my Document type:
1.- I want this custom attribute appears in ORGANIZER in the search window, so I can search the documents thru my custom attribute. How I can do this?
2.- I also want to save my custom attribute in Documentum as attribute. How can I save SAP attributes in Documentum?
Thanks in advance,
Regards.
Urtzi.
Edited by: Urtzi Barandiaran Aguirre on Mar 14, 2008 8:52 AM

Hi Urtzi,
for custom attributs you need to create a Content Model (Customizing IMG). The Content Model description needs to be in the connection parameter values of your element typ Document. Then you have to customize your attributes in the dmwb (document modelling workbench), you should find your content model under the entity SRM, there you need to look for your content model id in documents, take the virtual class marked with "V" in the PHIO and LOIO classes, in the instance attribs you can finally customize your attributes by clicking the button "more". You have to hide all attributes you don´t need except SRM_DOCUMENT_ID. If you want to add own attributes you need to add them under IO-attributes first. When you restart your electronic desk now you should see the attributes you customized in the document and you are also able to search for these attributes now.
You save these attributes for your documents by writing the Content Model ID into the connection parameter values (Document_Class) of your element typ Document. If you have different Documents that need different attributes you need to create a new Content Model.
Hope that helps!
Regards, Cornelia

Records Management: Content Model format in the Records Browser

I am new to Records Management. I have added attributes to a Content Model and I want to modify how it is displayed in the Records Browser of Records Management. How do I do this?

Hi,
Try this.
SPRO--> SAP NetWeaver --> Application Server --> Basis Services --> Records Management --> Customizing for Attributes (Property Unification) --> Create / Change Attributes Descriptions.
Here you selec your Attribute Model ID and do changes. Please reply this if your problem is solved by this. Thanks.
Munna.

Problem with custom development for documents in Record Management

In Record Management i have setup a record model. It contains Bor objects, documents, cases and so on.
Each kind of record managent object has it own requirements.
For the documents there is a requirement which demands that if the scandate is changed also the date till which the document must be helded in the system must be changed.
This cannot be done automatically via default SAP and i don't want to let the customers do it there selfs, to much risk they make errors, so this must be done via custom development.
The logic searches in a enhanced method for the right attributes from the importing list of available attributes of the particular document.
This is going well in the development system but when i transport it to the test system it fails. I have noticed that the content of a custom developed field ( for example ZSCANDATE) is loaded well but a default field like SRM_DOM_STORAGE_START not. The systems returns an error that the description of the attribute is missing. When i look in the DMWB ( DocuMent WorkBench ) i dont see errors, but afcorse there is one.
What can i have forgotten in my record management installation?
Offcorse the test system is a copy of a working development system, but you have also some things that are system dependent. and i think i have forgotten some of those..
If you have a idea let me know!
kind regards,
Anton Pierhagen.

Hi BalusC,
thanks for the quick answer. I tried it as you said and now I get a validation error in my h:messages tag on my jsf page after submitting the form. There are no errors in my JBoss console, just this one word on my jsf page. Do you have any idea what this could mean?
My two lists look like this:
private ArrayList<GroupBean> selectedItems = new ArrayList<GroupBean>();
private ArrayList<SelectItem> allGroups = new ArrayList<SelectItem>();The allGroups list gets filled like this:
for (GroupBean group: groups){
allGroups.add(new SelectItem(group, group.getName()));
}where groups is a simple collection of GroupBeans which I read from the database. This seems to be correct; at least my list of checkboxes shows the correct group names.
Now here is my selectManyCheckbox:
<t:selectManyCheckbox id="sensor_access" value="#{sensorBacker.selectedItems}" layout="pageDirection" layoutWidth="3">
<f:selectItems value="#{sensorBacker.allGroups}"/>
</t:selectManyCheckbox>Any idea what goes wrong here?
Thanks for your help!
Wiebke

Records Management: Model for customer - project - records hierarchy

Hello,
starting with RM I just created a static structure for customer data. This works pretty well at the beginning level.
Now I would like to add a hierarchy to the customer data. The next level in the structure should be projects with the project that are associated with the customer. The projects are managed with PS. So every time a PSP element is created on a special level will automatically create some model nodes with elements (offer, order, .. ). Under the level of the projects there should be records like offer, order, ..
Could someone could give me some hints how to solve this, please? What is the best practice for something like that?
Is this the right forum for this question?
Thanks a lot,
Vanessa

Dear Vanessa,
Unfortunately, we have not been able to get an exclusive forum for RM hence, a post anywhere with Records Management or Case Management will be good(I generally search for questions on these keywords).
For your question - adding a new sub-structure to the same record or case everytime there is a project etc is created is technically not feasible. Even if you make this feasible by programming it will be very difficult to maintain. I would recommend to have an object(record or case) for every sub-structure that needs to be created with a separate record model for the sub-structure.
For eg - if you need to create & add a new sub-project to a main project every time for an event, then instantiate an object(record/case) & then add it to the project record.
Some points to consider - recommendation is to not to have more than 1000 objects linked to any one folder as after that time consumed to expand the folder becomes visibly high for the user.
Hope this helps...
Best Regards,
Pragya

Setting up records management for a custom list in SharePoint 2013

In a workflow 2013, I am planing to 'declare a record' on a custom list. I am doing this since I do not want users to be able to change the custom list once the record is submitted to workflow 2013.
There are options in record declarations settings that I am not certain what to set like what values are appropriate in 'declaration of records can be performed by'.
Since I am my own administrator on my test SharePoint 2013 website, would you tell me what I can do at the administrator's site level to enable the 'mark a record and/or declare a record feature? Basically I would like to know what options to set for a custom
list so the records can not be modified once the custom list has been submitted to the workflow.

Hi Wendy,
There are 2 ways either in place records or records archive it will depend on your requirments.
check this article it will guide you about how to configure each way
https://support.office.com/en-nz/article/Implement-Records-Management-0bfe419e-eb1d-421a-becd-5be9fed1e479?ui=en-US&rs=en-NZ&ad=NZ
To decide which one you will choose check the comparison in this link
https://technet.microsoft.com/en-us/library/ee424394.aspx
Kind Regards,
John Naguib
Senior Consultant
John Naguib Blog
John Naguib Twitter
Please remember to mark this as answered if it helped you

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

Customizing Document of Record Management System

Dear Experts,
I have implemented Document Management System for my client. In my new project client is asking for the implemention of Record Managemnt System. I am new to this module. Can anyone help me in getting standard customizing document of Record Management System.
I cheked the basic info about the same in SAP help,but that does not give customization steps.
Thanks for your inputs
Regards
Damodar Pai

Hi,
Please check SAP Netweaver Folder Management (ex-Records Management) [original link is broken] for documents on RM. Please check http://wiki.sdn.sap.com/wiki/display/ESpackages/RecordsandDocument+Management for info on repositioning of RM.
Best Regards,
Pragya

Customer attributes in SAP Solution Manager

Hi,
I have created Customer Attributes in SAP Solution Manager, SPRO--> SAP Solution Manager-->Capabilities-->Implementation/Upgrade-->Blueprint and Configuration-->Object Attributes--> Definition of Customer Attributes for Object Types. I have assigned the Customer Attributes for Project/Solution.
Now I have the attribute in the project nodes but I can't enter Attribute Values. How can I solve this problem?
Regards.

Hi,
you need assign value in solar02, when you assign attributes to the object. check out
Adding customer attributes to objects in Project and Solution
Thanks
Jansi

IMPORT_FUNCTION in content model for Records management

Hello!
I customized my own content model for documents with my own attributes, it works fine, and everything is ok... but when i define property IMPORT_FUNCTION in DMWB for my content model, it has dump with error "DP_ERROR_GENERAL" when i'm trying to save the new created document... Even if i set function without code for attribute IMPORT_FUNCTION, it still has dump... why?
i need to get info about uploaded file, such as path and etc... i have found this information only in this function.
Thanks for any help...

Hi Luk,
The linkage of module may be very critical. But if you have a requirement for attaching the documents like photo,certificates or other documents related to employee to records management then you can create a radio button to recodrs management screen with help of abap'r and directly attach these documents to respective records management screen.
for linkage it may not feasible or much critical.
Hope this will help.
Regards,
Ravindra

Extracting custom attributes problem

Dear all,
i have created custom characteristic with custom attributes, i need to fill that master data. i have selected this char as info provider and created transformation and dtp. When i load data into psa it has 80 records, however when i load that master data, it gives success message saying 80 records read, 4 records updated into master data.
I have no delta update or anything else. What is wrong?
Thanks

Hi,
Did you loaded the records for the first time in the master data??
Was this object already used in some cubes or DSO and you are adding attributes now??
It is possible that depending upon the master data key...that is key of the P table the records got overwritten.
The manage option does shows wrong records added sometime and you should check the detail in the moitor to check how many records got added.
Also it will show added records onlyy for the new values of the key....if already the key values was stored in the SID table...then it will not show them as added but only new values will show up as added.
Thanks
Ajeet

Records Managment Automatic Disposal of Documents

I have a customer request regarding automatic disposal of documents from Records Management after a predetermined amount of time has passed (i.e. legal retention dates have been met).Please advise if you have had to deal with this.
Cheers -
Jon

Hai,
Create a RECORD PLAN and mention the retention time and disposal period. Mention this record plan in the record plan positiion attribute of the particular document.
Regard,
Keerthika

Custom Attributes in Target Group Email Campaign Not Refreshed

We have a campaign sending emails to a target group of BPs. To fill our custom attributes with values we have implemented our code in badi CRM_IM_ADD_DATA_BADI method CRM_IM_BPSELE. We tested our code using the Test Send feature from the email form and all worked fine.
But when we ran the campaign in the background for a Target Group with multiple BPs it would not work correctly, our attribute values were incorrect.
We discovered while debugging the job, that the badi gets run once for each BP, but the attribute values from the previous BP do NOT get refreshed. In fact there are 2 entire sets of attribute records in the CT_ATT_VALUES table parameter. Each time through it multiplies by another set of our attributes.
I have put code in the badi as a workaround that deletes the previously filled attributes for the previous BP, but I'd like to figure out what is causing this problem.
Any help would be appreciated.
thanks,
Lee

Hi Lee,
Is this issue resolved for you now??
I am facing the similar problem.
Though the BADi is not used for these two mails (it is used in some other mail forms), it is actually called in 'CRM_ERMS_MAIL_COMPOSE' Function Module and the process is same as u said. There are 2 sets of values.
I am using a Mail Alert functionality where in a 'Mail Alert ON' is sent to field engineers (FE) and then upon FE accepting the work we will send a 'Mail Alert OFF' to FEs.
Problem is, we get one or two fields data incorrectly sometimes. I am not able to find out the root cause yet.
Please let me know if you have had any resolution to this!
Thanks in advance.
Chaitanya

"managed by" attribute of computer object

Hi all,
I am working on a script to manage the computer's attribute "managed-by" through power shell. I have found the command Set-ADComputer "AAECNBJ003403L" -ManagedBy "dn_path_of_user" which does not seem to be a solution in
my ad environment.
In our environment, all the client machines are in one domain (machine.domain.com) and users from different domains (user1.domain.com ; user2.domain.com) logon to these machines ( all domains in same forest ). when I provide the DN path of the users which
is "cn=user,dc=user1,dc=domain,dc=com" in the command Set-ADComputer "AAECNBJ003403L" -ManagedBy "dn_path_of_user" I get the error as follows
Identity info provided in the extended attribute: 'ManagedBy' could not be resolved. Reason: 'Cannot find an object with identity: 'cn=user,dc=user1,dc=domain,dc=com under: 'DC=machine,DC=domain,DC=com'.
SO it is searching for the user object in machine.domain.com where the object does not exist. Please tell me if I can specify a user domain name in the command.

I need to dig into my customer's environment to know why it works for them when they add the user of a different domain. Yes, we were in the process of domain migration which has been delayed due to some incompatible applications.
We have also been using a script which is taking the input from a csv file and updating the managed by attribute of the machine. In the script we are specifying the domain "user.domain.com" and it works for us when we need to update the attribute
in bulk. But we also need the command for updating the attribute of the individual machine as per the end user request. Please see the script below if this can be taken into reference.
Import-CSV C:\Users\W9a0n3p9\Desktop\comp.csv |%{
#Specify the search criteria
$Computer = $_.Computername
$samname = $_.Username
$domain = "user.domain.com"
#Get a list of domains in the forest and grab the DN of the one matching the above parameter.
$forest = [System.DirectoryServices.ActiveDirectory.Forest]::GetCurrentForest()
$domain = $forest.Domains | ? {$_.Name -eq $domain}
$domainDN = $domain.GetDirectoryEntry().distinguishedName
Write-Output "Found the remote domain, the full LDAP distinguished name is $DomainDN"
#Create an LDAP searcher object and pass in the DN of the domain we wish to query
$Searcher = New-Object System.DirectoryServices.DirectorySearcher([ADSI]"LDAP://$domainDN")
#Pass in the ceriteria we are searching for.
#In this case we're looking for users with a particular SAM name.
$Searcher.filter = "(&(objectCategory=person)(objectClass=user)(sAMAccountName= $samname))"
$results = $Searcher.Findall()
#Loop through the results
Foreach($result in $results){
$User = $result.GetDirectoryEntry()
$userDN = $user.DistinguishedName
Write-Output "Set the Owner for Computer $computer as $userDN"
$A= Get-adcomputer $computer
$A.managedby = "$userdn"
Set-adcomputer -instance $A
Regards,
Maddy

Need to create new users in Office 365 with custom attributes from a csv file

I am exporting users from an active directory environment and then deleting them from AD. They are Alumni and will no longer be in AD.
I have a csv file with the following fields that I need to use to create new Alumni email boxes in Office 365 for. I need the CustomAttributes because my Dynamic Distribution Groups use them. I am fairly new to PowerShell and have been unable to get this
to work. I suspect I may have to split it into two parts, but am not sure how to proceed. Any assistance would be appreciated. I was directed here from the Office 365 community.
Import-Csv -Path c:\CSVfiles\CreateAlumni.csv | ForEach-Object {
   New-MsolUser -FirstName $_.FirstName -LastName $_.LastName
   -UserPrincipalName $_.UserPrincipalName
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   -Password $_.Password
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   -CustomAttribute3 $_.CustomAttribute3
   -CustomAttribute10 $_.CustomAttribute10
   -CustomAttribute11 $_.CustomAttribute11
   -CustomAttribute12 $_.CustomAttribute12
   -LicenseAssignment 'domaincom:EXCHANGESTANDARD_ALUMNI'
   -UsageLocation US

Ok, it wasn't stopping after 2 iterations. What I was seeing was 2 failures. The first was the Get-Mailbox command and the second was when it tried to assign attributes. For some reason it is not looping when it fails. It just goes on and tries to assign
the Custom Attributes. I added writes in to tell me what was happening.
### Check if mailbox is provisioned yet
Write-Host "Checking if mailbox is provisioned yet..." -foregroundcolor yellow
$found = $false
$count = 0
Do {
try {
Get-Mailbox -Identity $_.UserName -ErrorAction Stop
$found = $true
Write-Output 'Mailbox found. Details:'
Get-Mailbox -Identity $_.UserName
} catch {
Write-Output 'Sleeping'
$count++
Start-Sleep -Seconds 5
If ($count -ge 12) {
Write-Output 'Mailbox not found. Quitting.'
$found = $true
} Until ($found)
Write-Host "Adding Custom Attributes to User" -foregroundcolor yellow
Set-Mailbox -Identity $_.UserName -CustomAttribute1 $_.CustomAttribute1 -CustomAttribute3 $_.CustomAttribute3 -CustomAttribute10 $_.CustomAttribute10 -CustomAttribute11 $_.CustomAttribute11 -CustomAttribute12 $_.CustomAttribute12
Write-Output "User has been Provisioned in Office 365!" -foregroundcolor yellow
Checking if mailbox is provisioned yet...
The operation couldn't be performed because object 'Joe.Cool2003' couldn't be found on 'CO1PR07A002DC01.NAMPR07A002.prod.outlook.com'.
    + CategoryInfo
: NotSpecified: (:) [Get-Mailbox], ManagementObjectNotFoundException
    + FullyQualifiedErrorId : [Server=CO1PR07MB125,RequestId=e1aabda1-01e4-4f68-984e-e20be0975242,TimeStamp=5/22/2014 4:23:59 AM] [FailureCategory=Cmdlet-ManagementObj
   ectNotFoundException] 2788FB48,Microsoft.Exchange.Management.RecipientTasks.GetMailbox
    + PSComputerName        : pod51038psh.outlook.com
Mailbox found. Details:
The operation couldn't be performed because object 'Joe.Cool2003' couldn't be found on 'CO1PR07A002DC01.NAMPR07A002.prod.outlook.com'.
    + CategoryInfo
: NotSpecified: (:) [Get-Mailbox], ManagementObjectNotFoundException
    + FullyQualifiedErrorId : [Server=CO1PR07MB125,RequestId=16a8a2bc-333a-455c-8504-e0b99c44c334,TimeStamp=5/22/2014 4:24:00 AM] [FailureCategory=Cmdlet-ManagementObj
   ectNotFoundException] 2788FB48,Microsoft.Exchange.Management.RecipientTasks.GetMailbox
    + PSComputerName
: pod51038psh.outlook.com
Adding Custom Attributes to User
The operation couldn't be performed because object 'Joe.Cool2003' couldn't be found on 'CO1PR07A002DC01.NAMPR07A002.prod.outlook.com'.
    + CategoryInfo
: NotSpecified: (:) [Set-Mailbox], ManagementObjectNotFoundException
    + FullyQualifiedErrorId : [Server=CO1PR07MB125,RequestId=8319d220-b9dd-492f-8182-5083cf56e58b,TimeStamp=5/22/2014 4:24:00 AM] [FailureCategory=Cmdlet-ManagementObj
   ectNotFoundException] C7844A24,Microsoft.Exchange.Management.RecipientTasks.SetMailbox
    + PSComputerName
: pod51038psh.outlook.com
User has been Provisioned in Office 365!
Of course the user has been provisioned, but the CustomAttributes have not been assigned. :(

Records Management - Custom Attributes

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