SAP Record & Document mangement.

Dear All,
This is regarding Record management. How this can be useful to a business and what are the benefits of this. In which scenario we use this and is this related to document management?? I am trying to understand its feature and business benefits.
Please share your views and experiance on this. Thanks in advance...
Regards,Kundan

Hi Kundan
Have you read SAP help on Records management?
SAP help has answers to all the question you have asked. Following is a snap shot of what SAP help says:
Records Management is a standard solution for the electronic management of records.
SAP Records Management not only provides an electronic representation of the conventional paper record, but also offers functions that far exceed those available for conventional records management: you have fast and secure access to archived documents. You can enter Office documents and notes directly in a record, using document templates if required. You can include Internet or intranet pages in a record.
Please read it in detail from the following link:
http://help.sap.com/saphelp_nw04/helpdata/en/f5/18fc39eb31a700e10000000a11402f/frameset.htm
I hope this helps you
Regards
Amaresh Makal

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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

Comparision between SAP Easy Document Management and MOSS2007

Hi,
Could anyone please guide what are the differet features available in SAP EASY DOCUMENT MANAGEMENT solution which are not present in MOSS2007.
I know both are very good and very robust solutions but i want to know which one is having better qualities.
Please guide.
Thanks and Regards

hi,
Acually speeking yes all product have their own advantage and dis advantages also. but alsways but as consultant, we could refeiring Edms, coz,
The types of documents range from "documents" in proprietary SAP format typically stored in the SAP database (such as financial documents, purchase orders, closed master records) to documents usually created, viewed and/or edited by applications other than SAP, though they may have some significance or bearing on business processes within the SAP system
itself (for example, technical drawings referenced from bill of materials stored in the SAP database).
Also, we could use external content server to store enormose data with out affecting the performance. also her we could extend[scale up] Content server.
this is like similar to Windows, user need not know full SAP. even though can work EDMS.
By using EDMS, we can integrate to Logisic [SAP] copmonents.
Also by Interfacing with, third party applction software like Acad, UG, Lous note........etc
Further details please refer this url........
Benakaraj
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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

Document Mangement system(Document type settings )

Helllo friends,
Hello I want to create a document type with all possible settings in one system
and i want to trasfer these document type with seeting to other system...
How can I transfer document type with other possible seetings from one system to other system?
Please Help me
Thanks in Advacne
Preethi

Hi
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.
Reward points if useful
Regards
Anji

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

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

Free Webinar: Integrate your ABAP Documents with SAP Mobile Documents

Learn how to integrate documents stored in your ABAP-based application into SAP Mobile Documents. In this webinar, you will also learn how to share documents out of your ABAP application with SAP Mobile Documents.
For further details check out http://scn.sap.com/docs/DOC-60383.

The recording of the session is now available at http://scn.sap.com/docs/DOC-60383. There is also a new blog on what you have to do to share your documents from your ABAP system How to share your documents from ABAP with SAP Mobile Documents.

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For further details check out http://scn.sap.com/docs/DOC-60383.

The recording of the session is now available at http://scn.sap.com/docs/DOC-60383. There is also a new blog on what you have to do to share your documents from your ABAP system How to share your documents from ABAP with SAP Mobile Documents.

Free Webinar: Integrate your PLM Documents with SAP Mobile Documents

Learn how to integrate documents stored in PLM into SAP Mobile Documents. In this webinar, you will also learn how to share documents out of PLM with SAP Mobile Documents.
For further details check out http://scn.sap.com/docs/DOC-60383.

The recording of the session is now available at http://scn.sap.com/docs/DOC-60383. More detailed documentation about how to do the coding is available at How to share your documents from ABAP with SAP Mobile Documents.

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

Error while uploading images to SAP Mobile Documents from iPad application using ObjectiveCMIS.

Hi,
I am getting the error while uploading images to SAP Mobile Documents from custom iOS(iPad )application using ObjectiveCMIS library.
My Custom method is as follows:
- (void)createSalesOrderRouteMapImageInFolder:(NSString*)salesOrderRouteMapFolderId routeMapImageTitle:(NSString *)imageTitle routeMapContent:(NSData *)imageData
    NSInputStream *inputStream = [NSInputStream inputStreamWithData:imageData];
    NSMutableDictionary *properties = [NSMutableDictionary dictionary];
    [properties setObject:[NSString stringByAppendingFileExtension:imageTitle] forKey:@"cmis:name"];
    [properties setObject:@"cmis:document" forKey:@"cmis:objectTypeId"];
    [self.session createDocumentFromInputStream:inputStream
                                       mimeType:@"image/png"
                                     properties:properties
                                       inFolder:salesOrderRouteMapFolderId
                                  bytesExpected:[imageData length]
                                completionBlock:^(NSString *objectId, NSError *error) {
                                    NSLog(@"Object id is %@",objectId);
                                    if(error == nil) {
                                        [inputStream close];
                                        NSLog(@"Uploading Sales order route map successfully.");
                                        [[NSNotificationCenter defaultCenter] postNotificationName:SaveOrderSuccessNotification object:nil];
                                    } else {
                                        [inputStream close];
                                        NSLog(@"Uploading sales order route map failed.");
                                        [[NSNotificationCenter defaultCenter] postNotificationName:SaveOrderFailedNotification object:error];
                                } progressBlock:^(unsigned long long bytesUploaded, unsigned long long bytesTotal) {
                                    NSLog(@"uploading... (%llu/%llu)", bytesUploaded, bytesTotal);
OBjectiveCMIS Method in which i am getting error during upload:
- (void)sendAtomEntryXmlToLink:(NSString *)link
             httpRequestMethod:(CMISHttpRequestMethod)httpRequestMethod
                    properties:(CMISProperties *)properties
            contentInputStream:(NSInputStream *)contentInputStream
               contentMimeType:(NSString *)contentMimeType
                 bytesExpected:(unsigned long long)bytesExpected
                   cmisRequest:(CMISRequest*)request
               completionBlock:(void (^)(CMISObjectData *objectData, NSError *error))completionBlock
                 progressBlock:(void (^)(unsigned long long bytesUploaded, unsigned long long bytesTotal))progressBlock
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    if (link == nil) {
        CMISLogError(@"Must provide link to send atom entry");
        if (completionBlock) {
            completionBlock(nil, [CMISErrors createCMISErrorWithCode:kCMISErrorCodeInvalidArgument detailedDescription:nil]);
        return;
    // generate start and end XML
    CMISAtomEntryWriter *writer = [[CMISAtomEntryWriter alloc] init];
    writer.cmisProperties = properties;
    writer.mimeType = contentMimeType;
    NSString *xmlStart = [writer xmlStartElement];
    NSString *xmlContentStart = [writer xmlContentStartElement];
    NSString *start = [NSString stringWithFormat:@"%@%@", xmlStart, xmlContentStart];
    NSData *startData = [NSMutableData dataWithData:[start dataUsingEncoding:NSUTF8StringEncoding]];
    NSString *xmlContentEnd = [writer xmlContentEndElement];
    NSString *xmlProperties = [writer xmlPropertiesElements];
    NSString *end = [NSString stringWithFormat:@"%@%@", xmlContentEnd, xmlProperties];
    NSData *endData = [end dataUsingEncoding:NSUTF8StringEncoding];
    // The underlying CMISHttpUploadRequest object generates the atom entry. The base64 encoded content is generated on
    // the fly to support very large files.
    [self.bindingSession.networkProvider invoke:[NSURL URLWithString:link]
                                     httpMethod:httpRequestMethod
                                        session:self.bindingSession
                                    inputStream:contentInputStream
                                        headers:[NSDictionary dictionaryWithObject:kCMISMediaTypeEntry forKey:@"Content-type"]
                                  bytesExpected:bytesExpected
                                    cmisRequest:request
                                      startData:startData
                                        endData:endData
                              useBase64Encoding:YES
                                completionBlock:^(CMISHttpResponse *response, NSError *error) {
                                    if (error) {
                                        CMISLogError(@"HTTP error when sending atom entry: %@", error.userInfo.description);
                                        if (completionBlock) {
                                            completionBlock(nil, error);
                                    } else if (response.statusCode == 200 || response.statusCode == 201 || response.statusCode == 204) {
                                        if (completionBlock) {
                                            NSError *parseError = nil;
                                            CMISAtomEntryParser *atomEntryParser = [[CMISAtomEntryParser alloc] initWithData:response.data];
                                            [atomEntryParser parseAndReturnError:&parseError];
                                            if (parseError == nil) {
                                                completionBlock(atomEntryParser.objectData, nil);
                                            } else {
                                                CMISLogError(@"Error while parsing response: %@", [parseError description]);
                                                completionBlock(nil, [CMISErrors cmisError:parseError cmisErrorCode:kCMISErrorCodeRuntime]);
                                    } else {
                                        CMISLogError(@"Invalid http response status code when sending atom entry: %d", (int)response.statusCode);
                                        CMISLogError(@"Error content: %@", [[NSString alloc] initWithData:response.data encoding:NSUTF8StringEncoding]);
                                        if (completionBlock) {
                                            completionBlock(nil, [CMISErrors createCMISErrorWithCode:kCMISErrorCodeRuntime
                                                                                 detailedDescription:[NSString stringWithFormat:@"Failed to send atom entry: http status code %li", (long)response.statusCode]]);
                                  progressBlock:progressBlock];
Attaching the logs:
ERROR [CMISAtomPubBaseService sendAtomEntryXmlToLink:httpRequestMethod:properties:contentInputStream:contentMimeType:bytesExpected:cmisRequest:completionBlock:progressBlock:] HTTP error when sending atom entry: Error Domain=org.apache.chemistry.objectivecmis Code=260 "Runtime Error" UserInfo=0x156acfa0 {NSLocalizedDescription=Runtime Error, NSLocalizedFailureReason=ASJ.ejb.005044 (Failed in component: sap.com/com.sap.mcm.server.nw) Exception raised from invocation of public void com.sap.mcm.server.service.AbstractChangeLogService.updateChangeLog(java.lang.String,boolean) throws com.sap.mcm.server.api.exception.MCMException method on bean instance com.sap.mcm.server.nw.service.NwChangeLogService@4e7989f3 for bean sap.com/com.sap.mcm.server.nw*annotation|com.sap.mcm.server.nw.ejb.jar*annotation|NwChangeLogService in application sap.com/com.sap.mcm.server.nw.; nested exception is: javax.ejb.EJBTransactionRolledbackException: ASJ.ejb.005044 (Failed in component: sap.com/com.sap.mcm.server.nw) Exception raised from invocation of public com.sap.mcm.server.model.ChangeLog com.sap.mcm.server.dao.impl.ChangeLogDaoImpl.findByUserId(java.lang.String) method on bean instance com.sap.mcm.server.dao.impl.ChangeLogDaoImpl@2852b733 for bean sap.com/com.sap.mcm.server.nw*annotation|com.sap.mcm.server.nw.ejb.jar*annotation|ChangeLogDaoImpl in application sap.com/com.sap.mcm.server.nw.; nested exception is: javax.persistence.NonUniqueResultException: More than 1 objects of type ChangeLog found with userId=25f8928e-8ba0-4edd-b08e-43bf6fb78f1a; nested exception is: javax.ejb.EJBException: ASJ.ejb.005044 (Failed in component: sap.com/com.sap.mcm.server.nw) Exception raised from invocation of public com.sap.mcm.server.model.ChangeLog com.sap.mcm.server.dao.impl.ChangeLogDaoImpl.findByUserId(java.lang.String) method on bean instance com.sap.mcm.server.dao.impl.ChangeLogDaoImpl@2852b733 for bean sap.com/com.sap.mcm.server.nw*annotation|com.sap.mcm.server.nw.ejb.jar*annotation|ChangeLogDaoImpl in application sap.com/com.sap.mcm.server.nw.; nested exception is: javax.persistence.NonUniqueResultException: More than 1 objects of type ChangeLog found with userId=25f8928e-8ba0-4edd-b08e-43bf6fb78f1a}
2015-03-12 04:08:31.634 Saudi Ceramics[4867:351095] Uploading sales order route map failed.

Hi Sukalyan,
Have you checked the below links?
These will give you step by step implementation procedure.
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/a099a3bd-17ef-2b10-e6ac-9c1ea42af0e9?quicklink=index&overridelayout=true
http://wiki.sdn.sap.com/wiki/display/WDJava/KmuploadusingWebdynproapplication
Regards,
Sandip

Unable to see SAP BusinessObjects Document Viewer template in 7.4 portal

Hello Experts,
We are looking to integrate dashboards created with BOBJ design studio into enterprise portal (NW 7.4). We have followed the steps mentioned in the blog Integration of BOBJ with SAP Portal.
Namely:
1. Taken the com.sap.businessobjects.iviews.par and com.sap.businessobjects.iviews.templates.epa files from the BI server
2. Imported the EPA file into the portal
3. Converted the com.sap.businessobjects.iviews.par file into EAR file and deployed it into the portal
4. Created System alias for the BI system
5. Configured SSO between portal and the BI server
After doing these steps when trying to create the Business Objects iView we are unable to see the SAP BusinessObjects Document Viewer template in the portal. Can anyone let me know if we have missed some additional configuration that has to be done?
Regards,
Saurabh

Hi Experts,
Issue has been resolved. After importing the EPA file into the portal, we missed out restarting the portal. Once this was done I am now able to find the SAP BusinessObjects Document List and SAP BusinessObjects Document Viewer templates in the iView creation wizard.
Regards,
Saurabh

SAP Record-to-Report in SAP FI

Hi SAP Gurus,
I want the details of SAP Record-to-Report and any configuration steps also.
Help me ASAP.
Regards
Shruthi

Bashir,
Report to Report Interface doc
This is called "opendocument", which is a special facility within the software that allows you to build a hyperlink on a value in the "parent" report, then click on that link and it passes a response to the "child" report that would be prompting for the same. Once the parameter is passed the "child" report appears. Depending on the version (XI R2 or XI 3) determines how the hyperlink is built. Please refer to the appropriate documentation for the version you are working under for the correct syntax/workflow to create the hyperlink.
Thanks,
John

SAP Record & Document mangement.

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