Storage category not defaulted during DMS doc. creation

Question

Hi Experts
We are manually creating DMS Document info record with transaction CV03N and we are attaching some business document to it. As the "Storage category" is not defaulted with any value, the document attached is stored in the local PC memory instead of the content server.
It seems the configurations are in place.
1) Profile key created
2) Profile key assigned to role
3) Role assigned to User
4) Storage Cat. Assigned for the profile key and application key
Can you please let me know if I am missing anything?
Regards
Gobinathan G

Answer 1

Dear Gobinathan Govindarajan ,
Follow the steps as mentioned.
1. Create a storage category. I think you must haave alrady created for Exp  say "ZHRW".
2. Go to "Define Profile"
3. Define profile say "ZREJP"  give description "TEST"
4. Select profile "ZREJP" and double click "Assign groups/user to the profiles"
5. Enter Profile "ZREJP" and role or User ID to which the profile key is to be ssigned. Assign Profile key to only ROle or to user only.
6.Go Back.
7. Select profile "ZREJP" and double click "Determine definitions for applications".
8. Enter Profile "ZREJP" and against it enter " Worstation application say"xls" and storage category "ZHRW". and tick all check boxes.
9. Carry out step 8 for application you will be using.
10. Save and then try for the User whether the original is getting checked in default storage category "ZHRW"
11. If you want to ensure checkin should happen when DIR is saved go to DC10 and in Doc type status configuration for each status you have defined click the check box "Checkin required. so when user save DIR without checkin of files , the system will checkin the file in default storage category automaticall.
Hope it works for you.
With Warm Regards