SAP Records Management
SAP Records Management
Content
SAP Records Management
How To Use This Documentation
Getting Started
Introduction to Terms
Records Management Interfaces
Initial Screen: The Records Organizer
Navigating to the Records Browser
Navigating to the Records Modeler
Navigating to the Records Planner
Editing Tool for Records: The Records Browser
User-Specific Settings
Editing Records
Displaying Record Elements in a List
Printing a Record
Exporting Records
Editing Tool for Documents: Document Client
Creating a Document
Editing Tool for Record Models: The Records Modeler
User-Specific Settings
Creating a Record Model
Editing Tool for File Plans: The Records Planner
Creating a File Plan
Assigning a Record to a File Plan Item
Circular and Process Route
Creating a Circular and a Process Route
Executing a Work Item for a Circular
Assigning Attribute Values
Assigning Keywords
Generating Record Numbers and Document Numbers
Searching
Searching by Keywords
Cross-Element Type Search
Activities for Element Types and Elements
ArchiveLink Documents
Business Objects
HCM Infotypes
Workflows
Work Items
Transactions
Reports
URLs
Notes
Administration Data of Paper Documents
BDS Documents
Alternative Display Options
Display Using Web Folders
Setting Up Web Folders in Windows Explorer
Customizing for the WebDAV Server
Working with Web Folders
Display in the Enterprise Portal
Web Display Customizing
Customizing
Standard Service Providers Provided
Back End of the Generic Service Provider
Using the Knowledge Provider for Storage
Standard Content Models for Records Management
Displaying Standard Content Models for Records Management
Creating and Editing New Content Models
Using WebDAV for Storage
Service Provider for Record Models
Service Provider for Records
Service Provider for Documents
Service for MS Word Documents
Service Provider for Document Templates
Service Provider for Notes
Service Provider for Administration Data of Paper Documents
Service Provider for File Plans
Service Provider for Cross-Element Type Searches
Service Provider for Business Objects
Creating a Logical System and an RFC Destination
Define Possible Subelements of Business Objects
Generic Service Provider for Business Objects
Service Provider for ArchiveLink Documents
Service Provider for Transactions
Service Provider for Reports
Service Provider for HCM Infotypes
Creating Personnel Records Automatically
Service Provider for URLs
Service Provider for Circulars
Service Provider for SAP Business Workflows
Service Provider for Work Items
Service Provider for BDS Documents
Example of Dynamic Service Provider
Keyword Catalog
Setting Up the Keyword Catalog
Record Number Generator
Properties of Generation Rules
Creating and Displaying Generation Rules
Description of the Rule Elements
Properties of Rule Elements
Assigning Generation Rules
Status Management
Standard Events
Workflow Customizing for the Process Route
Administration
Role Administration
The Authorization Concept for Working with Records Management
Authorization Check for the Generic Service Provider Back End
Authorization Check for the Keyword Catalog
Authorization Check for the Service Provider for Records
Authorization Check for Circulars and Process Routes
The Authorization Concept for Customizing
Logging
Archiving in SAP Records Management
Technical Details About Archiving
Activating Archiving Function
Monitoring
Best Practices for Implementation Projects
Integration and Extension
Integration into an SAP Application
Adding Functions
Windows-Based Document Processing
Document Processing in Windows Explorer
Preparation of WebDAV Client for Windows-Based Document Processing