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Editing Documents on the Documents ScreenLocate this document in the navigation structure

Use

In order to create or edit an individual BW object, different functions are available from the Documents screen for creating, importing, editing, exporting, and displaying documents.

Note

In the Documents function area in the Data Warehousing Workbench, you can create, edit, and search documents in all document classes (see Editing Documents in the Document View in the DW Workbench).

Integration

Depending on the type of BW object and the respective document class (META or MAST), the Documents screen appears in one of the following ways:

  • from the object maintenance of a metadata object or a master data object

    • You are in the metadata object maintenance screen. Choose Start of the navigation path Documents End of the navigation path.

    • You have selected a characteristic value in master data maintenance (see Creating and Changing Master Data). Choose Start of the navigation path Documents End of the navigation path.

  • from the Modeling functional area in the Data Warehousing Workbench

    1. Choose the object tree and the object that you want to create one or more documents for.

    2. Select the BW object and choose Start of the navigation path Edit Next navigation step Documents End of the navigation path.

Features

On the Documents screen, the following functions are available as pushbuttons on the toolbar:

Function

Pushbutton

What You Need to Know

Create new document

Create...

See Creating Documents.

Import a file and create it as a new document

Import...

Using an Open dialog, you can use a file that you created with another application outside of the BW system as a document for a BW object. The rest of the procedure is the same as when creating a new document (see Creating Documents). On the General tab page, the (technical) Name, File Name, and MIME Type are prefilled. You can change the name and enter a description.

Display Documents in the Web Browser

Display Documents on the Web

Loads all the existing documents for the selected object in the system in a separate browser window. You can display the documents there.

See Creating New Documents.

Display

See the Display context menu.

Edit...

See the Detail context menu, the Preview view, the Edit Documents pushbutton.

Export

See Exporting Documents.

Properties...

See the Properties... context menu.

Detail

See the Detail context menu.

Delete...

See the Delete... context menu

Sort list of documents in ascending order

Sort Ascending

Sort list of documents in descending order

Sort Descending

Search...

Determine filter criteria

Set/Delete Filter

Print

The following functions are available from the context menu of each document:

Function

What You Need to Know

Special Functions

Preview

Displays the contents of the document in the lower part of the screen.

Display

Loads the document into a separate window in the application, in which it was written.

Detail

There are various different views for you to choose from.

You use the Back and Forward pushbuttons and the View dropdown box to switch between the different views.

Preview

Displays the contents of the document in the lower part of the screen

Edit document

The application in which the document was written is opened. Make the required changes.

When saving the document, you decide whether to overwrite the old version or create a new one.

When you close the application, the document is checked in automatically.

If you want to edit an HTML file, choose Edit with Microsoft FrontPage in Internet Explorer. In the HTML editor, make any required changes. The system only checks the changed document back in after you have closed Internet Explorer.

Display

Properties

Shows all document properties

You can use the following functions in addition to the ones in Preview:

Save

Display/Change

Undo

Versions

Shows all physical documents (versions) for the logical document

You can display the Properties for each of the versions (see the Properties... context menu).

In the ALV grid control, you can use the standard functions (Sort, Find, Set Filter, Print, View, Export, Choose Layout).

More information: User Documentation.

Where-Used List

Used Objects

Properties...

Displays the properties on the following tab pages:

General

Name, description, language, created by, last changed by

Hidden checkbox

A hidden document is displayed in the maintenance screens, but not in reporting.

Log.Doc.Property Logical document properties

See Creating Documents.

Technical information:

  • Logical document

  • Physical document

  • Detailed information

Delete...

Deletes the selected document along with all physical documents.