Records Management in PLM

I am trying to use Records Management to create records against
business objects in Real Estate, Project Systems and PLM.
For Real Estate, I found the path I used to create records was:
SPRO> Display IMG > Flexible Real Estate Management > General Settings
for Master Data and Contract > Document Management > Records Management
> Make Basic Settings for Records Management
Is there something similar to activate records in project systems and
PLM?

Hi,
Unfortunately there isn't such a tight integration between PS PLM and RM. Below Material and links will be of good use to explore their PS PLM integration and usage scenarios with RM.
1. https://websmp109.sap-ag.de/recordsmanagement
2. SAP Netweaver Folder Management (ex-Records Management) [original link is broken]
3. https://wiki.sdn.sap.com/wiki/display/Found/SAPNetWeaverFolders+Management
Hope this helps!
regards
N K

Similar Messages

Record Management. Record Model relation

Hello,
Can anyone explain me what is the relation functionality in the record modeller?
I mean the part between rol visibility and attributes.
Help sap says:
"Optional: Enter a relation. The relation expresses the relationship between the element and the record above it. Input help is available for selecting the relation. (You maintain relations in registry maintenance in the dialog box for Area, tab page POID Directory.) "
You can define this relations using SRMREGEDIT in the Direct POID tab but I can't find any example where you can use this part of the record modeller.

Hi,
Relation is a business semantic given to a linkage between two objects. For eg, in SAP Records Management which is used by PLM in the backend, a record created using a record model will have a IO(instance of) relation written for it. Similarly, if you have attached an object to a record then a CT(contains) relation is written with record being the main object & linked object being subservient object. This is just to understand the relations & does not necessarily affect the behaviour of the objects.
thanks & regards,
pragya

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.
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            mySpPoidWa-value = myElementSpPoidWa-value.
            insert mySpPoidWa into table myElementSpPoidTab.
          endloop.
          myElementSpsId = sps_id.
          myElementPoid = myClientService->poid_get_instance( im_rms_id = myRmsId
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          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 index for Records management in CRM

Hi All,
Hopefully this is the correct forum to post this question, if not please let me know the correct one.
Does anyone have any information on linking TREX to RMPS?
This is to resolve an issue where the case search on business partner first and last name fields are case sensitive in the electronic desk. In the DMWB we have ticked the Index-Relevant option but have been advised that we also need the link to TREX.
I have set up a TREX search index for the Solutions database in the past but setting this up for Records management doesn't seem to be as easy.
Many thanks in advance.
Gary Hawkins

Hi Vishnu,
Try this BAPI: BAPI_BUSPROCESSND_CREATEMULTI
BAPI_BUSPROCESSND_SAVE
Regards
Arun Kumar
Rewards Points if it helps.

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

Records Management not appearing in my folder/file properties

I just did a fresh install of OCS_101200.tar.gz . I enabled records management using the steps described in http://download.oracle.com/docs/cd/B25553_01/content.1012/b25275/scenarios.htm#FLSAG129 . I can log into the /rm webapp and create file plans, records policies, etc. But when I right-click on any object in the Collaboration Suite web interface and click Properties, Records Management does not show up as a menu option. Is there an easy fix, or did I mess up the installation?

Hi ckonstanski,
as far as I can remember you have to define at least one record category in the RM Web client ( http://your.OCS.com/rm ) to make the Records tab visible in CS Web client.
Kind regards,
- Roland

Records Management Sytem link to DMS Document

I'm trying to programatically create a document in DMS from Records Management System and create a link to the document. I can create the document using BAPI_DOCUMENT_CREATE2 but cannot figure out a way to link to the document.
Does anyone know if there is a BAPI or function module to do this?

HI Michael,
This cookbook gives an example of how to link a BO to record automatically. You can probably use the same concept
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/40be7649-72f7-2c10-03b9-c85d56eff2e5?quicklink=index&overridelayout=true
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Please note that if adding an object to arecord is one processing step in a bigger process which may need access to same record again & again then it is better to use record APIs(methods of IF_SRM_SP_RECORD) . BAPIs should be used for one off access to records since every BAPI opens record, makes changes & then closes record.
For a bigger process which requires access to same record again & again, opening & closing records so many times becomes costly for performance.
Thanks & Regards,
Pragya

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?
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Wiebke

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

Oracle Web Center - Records Management Sessions at Collaborate 12!

Save the Date For COLLABORATE 12!
The COLLABORATE 12 Conference will take place April 22-26 2012 at Mandalay Bay resort in Las Vegas.
Three and a half days of sessions | Search now to determine topics of interest to you and your team members. | Four full tracks dedicated to:
Oracle WebCenter Content, Portal, Sites and Social
Topic Spotlight - Records Management
Trying to control the growth of records in your organization? Do you need to ensure regulatory compliance? Trying to minimize litigation risks? Then Monday at Collaborate is the day for you! On Monday April 23rd, we will have an entire room dedicated to Oracle records management (URM) topics. Learn what Oracle did to implement records management internally and how their email strategy is connected. Discover Nevada Energy’s approach to records management. Listen to the folks from Bezzotech as they teach you how to reclaim physical storage space through records management. All this AND MORE! But, you’ll never know if you’re not there, so get busy and register today! http://events.ioug.org/p/cm/ld/fid=22
This year, collaborate will consist of over 800 sessions total available with more than 75 sessions dedicated to WebCenter and how to optimize and manage your Oracle WebCenter implementations. Hear from Oracle customers, product managers & partners on their experiences with: WebCenter upgrades, user provisioning, workflow, integration, and more! Include Collaborate 12 in your training plans for 2012!
Use this URL see the full line up of WebCenter sessions that will be presented at COLLABORATE 12: http://www.box.com/s/5tec7l46l4c35mhg3vc4
Please take the WebCenter COLLABORATE survey so we can better understand what you would like to see at the COLLABORATE conference. https://www.surveymonkey.com/s/WCSIG1
Make sure to attend WebCenter sessions to be entered in a drawing for prizes. The more WebCenter sessions you attend, the better your odds of winning an Apple iPad 2!
Get an additional entry to the drawing when you register for COLLABORATE. On page three of the registration form when you see the question “What Special Interest Group (SIG) would you like to attend?” select “WebCenter SIG” from the dropdown list.
Register Today! http://events.ioug.org/p/cm/ld/fid=22

First, can you see the agent and host in EM? If not, then you'll need to follow these steps:
emctl secure agent
emctl start agent
emctl config agent addinternaltargets
emctl config agent listtargets
The host and agent must be "green" in EM to discover targets. The last command listtargets will show you what the agent has "auto-discovered". Not all targets can be auto-discovered.
Did you check the Auto Discovery Results to see if the targets are waiting for promotion? If they're not there, then you might have to "manually" discover them.
http://docs.oracle.com/cd/E24628_01/doc.121/e24473/discovery.htm#CBAEGHBH
For each target type, there could be additional pieces that you need to look for when discovering, for example for
SOA - http://docs.oracle.com/cd/E24628_01/install.121/e24215/disc_mon_soa.htm#GSSOA9921
IDM - http://docs.oracle.com/cd/E24628_01/install.121/e24215/idm_discover_config.htm#GSSOA10201

Preload Cache Server Records Management

Hello,
I want to fill/update the content from the content server to the cache server every night. It is possible to do this.
The content is from the Records Management ( TA SCASE).
Which report is necassery for this task.
SAP Content Server: CS Release 6.30 Patch 15
SAP Content Cache Server: CS Release 6.30 Patch 15
Thanks in advance
Matthias Nitschke

Hi,
You can try using the report RSCMSPLD. This report is not application dependent.
Hope it helps you.
Regards,
Ananth

Oracle Universal Records Management adapter with FAST ESP

This is my first post on the forums and I have limited Oracle exposure. So if I’m posting in the incorrect spot or there are some other guidelines I need to observer, please let me know.
I’m trying to figure out the possibility of leveraging the Oracle Universal Records Management adapter for SharePoint in Records Management with FAST ESP (a best of class enterprise search platform). From the technical documents I’ve read on the adapter, it looks like it heavily relies on SharePoint search as the “feed’ for content. Does this mean that the SharePoint Search is required for the SharePoint adapter? As in environments that deploy FAST ESP also need to maintain SharePoint search for the adapter. Or can the adapter leverage FAST ESP?
Any insight would be appreciated.
TIA

anyhow i have tried ur tips as much i unterstand them (some of the command in cmd prompt and rest in sql plus)
it notifies an error of missing a datafile that i have corrected and finally the login page appeared in the em. also connection from sql plus is successful.
now while connecting to oracle through ORACLE DEVELOPER TOOL for .NET, i got this error:
"An error occured while opening the connection, connection must be open for this operation"
if i tried to connect through SYS as NORMAL it gave me the error to connect as SYSDBA or SYSOPER that is a valid error, but wat for the connection open error.
thanx.

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

If I'm licensed for Univeral Records Management including...

Univeral Content Management, Content Server, Records Management adapters (& more), do I still have to purchase a license for Secure Enterprise Search to make Records management work with the FileSystem adapter (that I'm licensed for?). I guess another way to ask the question is: SES is required for the Records Management FileSystem adapter, but does that mean I have to pay extra for it or is it included in the "bundle" I've already purchased?

After searching (forever) on the Oracle site, I found the answer to my question:
Oracle Universal Records Management Adapter for File Systems requires Oracle Secure Enterprise Search (SES). The SES license is not included with this adapter and needs to be purchased separately.

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

Records Management in PLM

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