Function documentationIntegration with SAP Product Lifecycle Management

 

SAP Easy Document Management is seamlessly integrated with SAP Product Lifecycle Management (SAP PLM). Settings you make in document management in the back-end system are recognized and processed accordingly by SAP Easy Document Management. The document info records (DIRs) and files are managed according to the Customizing settings.

Note Note

It is possible to access SAP PLM from SAP Easy Document Management, but not the other way around.

End of the note.

Prerequisites

  • The/PLMU/WEB_UI business function must be active in the back-end system. To check the status of the business function proceed as follows:

    1. Choose transaction SFW2.

    2. Enter /PLMU/WEB_UI and choose Display.

    3. A list of PLM Web UI switches appears on the Switch tab.

    4. If Activation is displayed in the Type column, the business function is active.

    Only the system administrator can activate a business function. For more information, see SAP Help Portal at Start of the navigation path http://help.sap.comInformation published on SAP site Next navigation step SAP ERP Next navigation step SAP ERP Central Component Next navigation step SAP ERP Enhancement Packages Next navigation step ERP Central Component Enhancement Package 4 Next navigation step Business Functions (SAP Enhancement Package 4 for SAP ERP 6.0) Next navigation step Business Functions in SAP ERP Next navigation step Enterprise Business Functions Next navigation step Logistics Next navigation step Product Lifecycle Management End of the navigation path

  • To assign access control contexts (ACCs) to documents, the document type must be defined as a PLM document type. This system administrator does this in Customizing for Document Management System (CA-DMS) under Start of the navigation path Control Data Next navigation step Define Document Types End of the navigation path by selecting the Use ACM checkbox under Attributes.

Features

Documents

You create documents in SAP PLM using SAP Easy Document Management and assign ACCs to these documents using the new authorization concept in SAP PLM. This concept is called access control management (ACM). You can assign ACCs only to documents with PLM document types. You can check whether a document has a PLM document type by opening its context menu. If the document has a PLM document type, the Change in PLM Web UI and Display in PLM Web UI options are visible.

For more information about ACM, see SAP Help Portal at Start of the navigation path http://help.sap.comInformation published on SAP site Next navigation step SAP ERP Next navigation step SAP ERP Central Component Next navigation step SAP ERP Enhancement Packages Next navigation step ERP Central Component Enhancement Package 4 Next navigation step SAP ERP Central Component Next navigation step Logistics Next navigation step Product Lifecycle Management (PLM) Next navigation step Web User Interface of SAP Product Lifecycle Management (PLM-WUI) Next navigation step Authorizations and Access Control Context (PLM-WUI-APP-ACC) End of the navigation path

Activities

Create a PLM Document

  • Choose Create Document (Create Document) , select the PLM document type, enter the metadata, and choose Apply.

    Note Note

    The layout of the Microsoft Windows Explorer toolbar changes depending on the operating system you use to log on to SAP Easy Document Management. For more information about navigating through the system, see Starting SAP Easy Document Management.

    End of the note.

  • Enter a valid owning context ID in the Owning Context dialog box and choose OK.

    Note Note

    • Choose Search (Search) to search for owning contexts. Enter the metadata in the Search Criteria window that opens and choose OK. You can restrict the number of results displayed by entering a number in the Maximum Number field. Select the owning context in the Search Result window and choose OK.

    • You can create a document without assigning it to an owning context.

    • You cannot use ACM to specify detailed authorizations for document types assigned to SAP PLM; you can only specify the access control context ID during creation.

    • Document types assigned to SAP PLM use ACM, so the Authorizations tab page is not visible for these types in the SAP Properties (SAP Properties) dialog box.

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Change a Document in SAP PLM

  • To edit a document in SAP PLM, you choose Change in PLM Web UI from the context menu.

    This opens the document for editing. Save the document when you are finished and close the SAP PLM screen.

  • Press F5 to refresh in SAP Easy Document Management. Your changes are now available in SAP Easy Document Management.

Display a Document in SAP PLM

To display a document in SAP PLM, you choose Display in PLM Web UI from the context menu. The document opens in display mode in SAP PLM.