Starting SAP Easy Document Management

When you start using SAP Easy Document Management for the first time, there are certain activities you must perform. This document explains these activities and introduces you to the main features of the SAP Easy Document Management user interface.

Activities

You start SAP Easy Document Management in any of the following ways:
- Double-click (SAP Easy Document Management) on your desktop.
- In Microsoft Windows Explorer, choose the folder SAP Easy Document Management under Desktop.
- Choose Save As in a Microsoft Office application, and navigate on your desktop to SAP Easy Document Management.

Note Note

You can also start SAP Easy Document Management in the ways described above in a Windows Terminal Service (WTS) environment. This allows you to access the application remotely over a secure Internet connection and continue working on your files. All features, with the exception of working offline and synchronization, are available in the WTS environment. For more information, see SAP Note 1439220.

End of the note.

Starting SAP Easy Document Management displays the logon screen, where you can enter the following connection parameters:

SAP System with Client
- All systems stored in the SAP GUI logon are also stored in the Available Systems dropdown list.
- You can configure new systems by choosing (SAP Destinations) beside Available System. In the (SAP Destinations) dialog box, you can add, edit, or delete systems.
  For more information, see SAP Destinations.
User and password
- If you do not want to enter your password each time you log on, select the Save Password checkbox. The system saves the encoded password in the registry.
  
  Recommendation
  We recommend that you do not save passwords for security reasons.
  
  End of the recommendation.
- If you want to change your password, select the Change Password checkbox and enter the new password twice in the Change Password dialog box.
Logon language
Determines the language of the SAP Easy Document Management user interface
Automatic logon
- This checkbox hides the connection dialog box the next time you log on. You can interrupt the automatic logon with SHIFT + CTRL.
- You can deactivate automatic logon under (Preferences) by choosing System to deselect the Logon to SAP Automatically checkbox.
Traces
This is used for advanced trouble-shooting and debugging of the system. For more information, see SAP Service Marketplace at http://service.sap.com/instguides SAP Business Suite Applications SAP PLM SAP Easy Document Management 7.1 Master, Implementation, and Operation Guide for SAP Easy Document Management 7.1
Work Offline
If you have loaded data for editing offline, you can access it by choosing Work Offline. The system displays the offline folder (see Offline Editing).

When you log on to SAP Easy Document Management for the first time, the system prompts you to do the following:

Create a public folder with the document number EDIPUBLICROOTFOLDER

Note
While creating the public folder, SAP Easy Document Management gives you a list of the document types that have been maintained in Customizing. You can choose a document type, which is then used for all further folders you create. The settings can be changed at a later stage in the metadata management screen.

End of the note.
Create a private folder with the document number <User name>.

Note
Creation of the public and private folders is dependent on the Customizing settings you make for your organization. You can decide to create the folders immediately or during the next logon.

End of the note.

Toolbar

The layout of the Microsoft Windows Explorer toolbar is dependent on the operating system you use to log on to SAP Easy Document Management.

Microsoft Windows XP

The following icons are inserted in the toolbar:

Icon	Action
(Log On/Log Off)	Allows you to log on and log off when you are in SAP Easy Document Management. You can also log off using the context menu of a folder.
(Preferences)	Allows you to specify general settings for file handling in the system.
(New Folder)	Allows you to create a new folder.
(Create Document)	Allows you to create a new document.
(Create New Version)	Allows you to create a new version of a document.
(SAP Properties)	Allows you to define the file properties.
(Search)	Allows you to search for folders or documents.
(Delete)	Allows you to delete documents and folders.
(Edit File)	Allows you to edit the selected file.
(View File)	Allows you to view a file.
(Check In)	Allows you to check in the selected file.
(Check In All Checked-Out Files)	Allows you to check in all checked-out files in a single step.
(Print Original)	Allows you to print the original file.
(Change Layout)	Allows you to set up the layout of columns for displaying documents.
(Define Display Filter)	Allows you to set specific filter options or conditions to define display filters.
(Help)	Allows you to access the documentation for SAP Easy Document Management.

Microsoft Windows 7 and Microsoft Windows Vista

All of the above functions are available in Microsoft Windows Vista and Microsoft Windows 7. They are displayed in the toolbar as follows:

Operating System	Text Pushbutton	Icon and Text Pushbutton	Menu (groups related functions)
Windows 7	Log On/Log Off Edit File Check In SAP Properties Search	Not applicable	Create Operations Organize
Windows Vista	Not applicable	(Log On/Log Off) (Edit File) (Check In) (SAP Properties) (Search)	Create Operations Organize

Operating System

Text Pushbutton

Icon and Text Pushbutton

Menu (groups related functions)

Windows 7

Log On/Log Off

Edit File

Check In

SAP Properties

Not applicable

Create

Operations

Organize

Windows Vista

Not applicable

(Log On/Log Off)

(Edit File)

(Check In)

(SAP Properties)

Search (Search)

Create

Operations

Organize