Beruflich Dokumente
Kultur Dokumente
• Introduction
• Overview of SAP Document Management System
• Content server architecture
• Working in a global environment
• Third-party possibilities
• Wrap-up
2
Introduction
• This session demystifies the SAP Content Server and the SAP
Cache Server – the engine beneath the SAP Document
Management System (DMS) – and teaches you specific things you
need to know in order to achieve adequate performance from your
DMS infrastructure
• Areas we will cover:
Why do I need an SAP Content Server?
A short look at SAP Document Management
Overview of the SAP Content Server and the Cache Server
What set-up options exist (Windows vs. Unix)
Demonstration of key transactions related to setup and management of the
SAP Content Server
Architecture options – single SAP Content Server vs. several
Third-party applications that provide similar functionality to the SAP
Content Server
Additional resources
3
Introduction (cont.)
4
What We’ll Cover …
• Introduction
• Overview of SAP Document Management System
• Content server architecture
• Working in a global environment
• Third-party possibilities
• Wrap-up
5
Why Use SAP Document Management System?
• Access to key documents is fragmented
Key documents are located on shared drives, local machines,
and different applications
• Users of the SAP system need access to these
documents to make decisions
Purchasing needs access to specifications and other document
types when initiating a Request for Quotation (RFQ)
• You want to limit time spent searching for information
When building a product, individuals on the manufacturing floor
should have access to the engineering drawings
• There is a great deal of benefit in centralizing and
controlling key business documents
• Before we go deeper, let’s review the SAP Document
Management (DM) capabilities
6
SAP DMS Basics
• SAP provides you with an enterprise document
management system that can be utilized with little effort
• It includes the basics of document management,
such as:
Secure storage of original files
Classification of documents for easy searching
Linking to other SAP objects (e.g., material master)
Check-in/check-out functionality
Use of versions and revisions
Tracking updates through change management
Web viewing of documents
Integration with CAD systems (UG, CATIA, Pro/E, Ideas, etc.)
Conversion of documents to neutral format (e.g., Word to PDF)
And more!
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Document Data
• A document information
record is made up of
many pieces of metadata
Version, description,
status, and owner
• Original files are
attached to a document
information record
Key fields: Storage Cat.
and the “padlock”
• Once checked in, the
original files are stored
in a content server
• Any type of original file
may be stored against a
document information
record
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Additional Data
• Each document
information record
is classified
when created
• Each record is
classified so that
you can find it
easily at a later
point in time
• The classification
schema is
developed using
SAP classification
functionality
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Object Links
• Object linking allows
you to relate one
document information
record to another
document information
record
If you link key
document information
records to related
material masters, you
instantly increase
visibility
• You can link from a
document information
record to most key
SAP objects
(materials, BOMs,
change masters, etc.)
10
Demo: SAP Document Management
11
Complete DMS: A Simple Picture
4 Content Server
1. R/3 system
Repository Repository
1
5 2 2. Document
management
3. Storage
DMS 2 categories
Storage Categories 3 4. Content server
1 R/3 System
5. Repositories
12
What We’ll Cover …
• Introduction
• Overview of SAP Document Management System
• Content server architecture
• Working in a global environment
• Third-party possibilities
• Wrap-up
13
Benefits
• Benefits:
Separate database so
Content Server there is no effect on
Web Server OLTP performance
Flexible and scalable
15
Quick Install Guide
1. Install the content server
1 Content Server via the Installation Disk
2. In transaction CSADMIN,
Repository Repository
link the R/3 system to the
1
3 2
content server
3. In transaction CSADMIN,
4
create repositories
2 4. In transaction OAC0, link
the repository to the
document management
DMS system
Storage Categories 5 5. In transaction OACT,
R/3 System create storage categories
in the repository
16
SAP Cache Server
18
How a User Request is Handled
1. Request for location of
original file is made to the
R/3 system
1 2. Location of original file
is returned
2
R/3 System 3. A check is made to see if a
Doc A valid version of the original
5 file is available in the cache
server
4. Since the valid version is
4 3 not available, a request is
made to send the original
file from the content server
5. The original file is sent from
Cache the content server to the
Content
Server cache server and then to
Server
Doc B
the user’s local machine for
Doc A Doc A viewing
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What We’ll Cover …
• Introduction
• Overview of SAP Document Management System
• Content server architecture
• Working in a global environment
• Third-party possibilities
• Wrap-up
22
Simple Architecture vs. Complex Architecture
23
Simple Scenario
Cache
Content
Server
Server
24
Add a Separate R/3 Instance for PLM/MFG
• Single R/3 system
• Single cache server
Users In Multiple Locations
R/3 System • Users in multiple
locations
PLM
• Key concept is that
a single content
ALE
server can be used
R/3 System for multiple
instances
MFG of SAP
• If using Application
Link Enabling
(ALE), documents
created in
Cache
the PLM system are
Content accessible in the
Server
Server MFG system
25
Global Environment – Users and Data Spread Out
North America (NA) User Europe (EU) User Asia User
R/3 System
PLM
26
Global Environment – Users and Data Spread Out (cont.)
27
What We’ll Cover …
• Introduction
• Overview of SAP Document Management System
• Content server architecture
• Working in a global environment
• Third-party possibilities
• Wrap-up
28
Third-Party Possibilities
29
What We’ll Cover …
• Introduction
• Overview of SAP Document Management System
• Content server architecture
• Working in a global environment
• Third-party possibilities
• Wrap-up
30
Resources
• http://help.sap.com
Overview of SAP Documentation Æ SAP R/3 and R/3 Enterprise Æ SAP R/3
Enterprise Release 4.7 Æ English Æ SAP R/3 Enterprise Application
Components Æ Cross-Application Components Æ Document Management
Overview of SAP Documentation Æ SAP R/3 and R/3 Enterprise Æ SAP R/3
Enterprise Release 4.7 Æ English Æ SAP NetWeaver Components Æ SAP
Web Application Server Æ Content Server
• SAP Notes (http://service.sap.com *) are great resources for
keeping up with developments in the area of the Kpro
Search for existing notes under “BC-SRV-KPR” and “CA-DMS”
• Gerd Hartmann Ulrich Schmidt, Product Lifecycle Management
with SAP: The Complete Guide to mySAP PLM Strategy,
Technology, and Best Practices (SAP Press, 2005)
• SAP Developer Network (SDN), www.sdn.sap.com
Search under “Kpro” and “Content Server”
Review forum for Product Lifecycle Management (PLM)
32
Your Turn! Questions?