Component documentationSAP Easy Document Management (CA-DMS-EUI)

 

You use this component to manage and coordinate documents throughout the lifecycle of a product. You can create public and private folders, which are documents in their own right, organize them in hierarchical structures, and save your files in these folders.

SAP Easy Document Management allows you to automate the complete lifecycle of a document from creation to checkin. You can use its extensive features without having detailed knowledge of document management as enabled by SAP GUI. Its benefits include the following:

  • Quick and safe data exchange

    You can use the search to find and access documents directly that meet the search parameters.

  • Lower costs by reducing access time and the amount of work required for routine activities

  • Ensures employees or external partners receive up-to-date document data for reference or editing

    With document distribution, you can distribute documents manually or automatically depending on the processes you use in your company.

Integration

SAP Easy Document Management is integrated with the following:

  • SAP Product Lifecycle Management (SAP PLM)

    You can create, edit, and delete documents in the SAP PLM Web User Interface (PLM Web UI) using SAP Easy Document Management. It also supports the SAP PLM Web UI authorization concept.

  • Microsoft operating systems, such as Windows 7 or Windows Vista and office applications, such as Microsoft Office 2007.

  • Document management enabled by SAP GUI

  • Integration with CAD desktop

    Linking document management with computer-aided development and production systems prevents redundant data retention and inconsistencies, and reduces the effort required for entering data and keeping it up-to-date.

Features

In SAP Easy Document Management, you can do the following:

  • Manage private and public documents and folders

    • Create, copy, delete, and move files

    • Create a new version of a document

    • Use drag and drop to create, copy, or move files

    • Manage document metadata including long description and status

    • Create and manage authorizations

    • Archive documents throughout the lifecycle of a product

    • Enable automatic exchange of properties from Microsoft Office applications to SAP classification data in both directions (see SAP Note 1444113)

  • Check in, save, and check out documents directly in a Microsoft Office application and edit them

  • Edit and view documents in offline mode, and synchronize them with document management in the back-end system once you are online.

  • Create and edit documents in the SAP PLM Web UI and SAP GUI

  • Send documents as an e-mail attachment or a link (URL)

  • Find documents and create a search results list.

  • Edit classification data (see SAP Properties)

  • Create object links (see SAP Properties) and search for object links (see SAP Note 1171060)

  • Define a display layout (see Changing Layouts) and display filter (see Work with Filters) for documents

  • Access new items from the Business Workbench

    This allows you to view a business workflow notification list in the SAP GUI. If there are new notifications, a dialog box appears asking you to jump to the inbox when you log on to SAP Easy Document Management. If you want to skip the notifications, you can ignore the dialog box and continue working in the system (see SAP Note 1393846).

  • Search inside a selected folder structure.

    This allows you to search for a file in the selected folder and all of its subfolders.

  • Access SAP Easy Document Management in a Windows Terminal Server (WTS) environment

    You can access the application remotely over a secure Internet connection and continue working on your files (see SAP Note 1439220).

    Note Note

    All of the above features are available in the WTS environment with the exception of working offline and synchronization.

    End of the note.

  • Access the documentation for SAP Easy Document Management by choosing Help (Help).

Every change you make in SAP Easy Document Management is simultaneously reflected in document management in the back-end system. The back-end system also controls the checkin of the original application files. Files that you delete in SAP Easy Document Management are also deleted in the back-end system.

For information about the installation of SAP Easy Document Management 7.1, see SAP Service Marketplace at Start of the navigation path http://service.sap.com/instguidesInformation published on SAP site Next navigation step SAP Business Suite Applications Next navigation step SAP PLM Next navigation step SAP Easy Document Management 7.1 Next navigation step Master, Implementation, and Operation Guide for SAP Easy Document Management 7.1 End of the navigation path