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Procedure documentationWorking with Job Documentation Templates

 

You can create templates to simplify the creation of job documentation and ensure consistency.

For example, you can use a template to ensure that the job documentation contains the recommended scheduling data.

You can assign templates to the following:

  • Standard business processes delivered by SAP

  • Standard logical components delivered by SAP

  • SAP products

Prerequisites

  • If you want to assign templates to SAP products, the Product and Production Management System (PPMS) data must be up to date in SAP Solution Manager.

  • If you want to assign templates to standard processes of the Business Process Repository (BPR), the data of the ST-ICO add-on must be up to date in SAP Solution Manager.

Procedure

Opening the Template Directory

  1. In the Job Management work center, under Common Tasks, choose Access Template.

  2. The Template Directory appears. With this application, you can create, view, and manage all of your job documentation templates and their versions.

Creating New Templates

  1. Open the Template Directory.

  2. Choose Start of the navigation path Template Next navigation step Create End of the navigation path.

    The Create Job Documentation Template form appears.

  3. General tab page

    Enter the name of the job documentation template.

    Also enter general data. The system takes over this general data for the job documentation created from the template.

    For more information about this tab for the job documentation, see General Tab Page.

  4. Organization tab page

    Assign organizations and enter the business information. The system takes over this data for the job documentation created from the template.

    For more information about this tab for the job documentation, see Organization Tab Page.

  5. Systems tab page

    Assign logical components. When you have assigned your systems to these logical components, these systems are automatically assigned to the job documentation created from the template.

    For more information about this tab for the job documentation, see Systems Tab Page.

  6. Scheduling tab page

    Enter scheduling data. You can:

    • Link scheduling data

      • You can link to the standard jobs from transaction SM36.

        To do this, you choose Start of the navigation path Assign Next navigation step Standard Job End of the navigation path.

        A dialog box appears.

        Select an RFC connection and a report name.

      • You can link to SAP Solution Manager jobs.

        To do this, you choose Start of the navigation path Assign Next navigation step Solution Manager Job End of the navigation path.

        A dialog box appears.

        Select a report.

        The system shows the corresponding variant and the job.

      • You can link to job definitions from an external scheduler.

        To do this, you choose Start of the navigation path Assign Next navigation step Job Definition End of the navigation path.

        A dialog box appears.

        Select the job.

    • Enter scheduling data manually

      • You can assign an SAP job.

        To do this, you choose Start of the navigation path Assign Next navigation step ABAP: Freely Definable Job Definition End of the navigation path.

        A dialog box appears.

        Define the job.

      • You can assign a job which you define with an external scheduler.

        To do this, you choose Start of the navigation path Assign Next navigation step Freely Definable SMSE Job Definition End of the navigation path.

        A dialog box appears.

        Define the job.

    Note Note

    You can assign multiple jobs, linking scheduling data or entering scheduling data manually.

    End of the note.

  7. Errors tab page

    Enter error-handling procedures.

    The system takes over this data for the job documentation created from the template.

    For more information about this tab for the job documentation, see Error Tab Page.

  8. Restrictions tab page

    Enter the restrictions to be considered for the job scheduling. The system takes over this data for the job documentation created from the template.

    For more information about this tab for the job documentation, see Restrictions Tab Page.

  9. Authorizations tab page

    Enter the authorizations required for the job scheduling. The system takes over this data for the job documentation created from the template.

    For more information about this tab for the job documentation, see Authorizations Tab Page.

  10. Save your entries.

Editing Templates

Select a job template in the Template Directory.

You have the following options for editing the template selected:

  • Template

    • Delete: You can delete the template selected.

    • Edit: You can edit the data of the template selected.

    • Copy: You can create a copy of the template selected. The system adds the copy to the list of templates.

  • Refresh: You can refresh the template selected.

    Note Note

    There is no automatic update, because you compile the data for the job documentation template in a separate window.

    End of the note.

  • Export

    • Active Version: You can export the current version of the template selected to an XML file.

    • All Versions: You can export all versions of the template selected to an XML file.

  • Import: You can import a template to the template directory in the form of an XML file.

  • Communication

    • Check for New Data: You can check whether new templates have been made available by SAP which are not in your template directory yet.

    • Download Data: You can download the templates made available by SAP and copy them to your template directory.

Editing a Version of a Selected Job Template

Select a job template in the Template Directory. The versions of the template selected appear in the Versions of the Selected Job Template screen area.

Select a version.

You have the following options for editing the version:

  • Edit: You can edit the data of the template version selected.

  • Create New Version: You can create a new version as a copy of the template version selected. The system then adds the new version to the list of versions.

  • Refresh: You can refresh the versions of the template selected.

    Note Note

    There is no automatic update, because you compile the data for the job documentation template in a separate window.

    End of the note.

  • Delete: You can delete the template version selected.

  • Create Job Documentation: You can create a job documentation from a template version selected. The system then copies all data from the template to the corresponding areas of the job documentation, saves it under the name of the template, and stores a reference to the template in the job documentation.

  • Start of the navigation path Attributes Next navigation step Display End of the navigation path: You can display the attributes of the template version selected.

    A dialog box then appears. When you select an attribute in the attribute structure, the system shows detailed information on the attribute.

  • Start of the navigation path Attributes Next navigation step Change End of the navigation path: You can change the attributes of a selected version.

    A dialog box appears in which you can add attributes to the template or delete them. To add an attribute, select one of the following object types for the new attribute under Add:

    • Category

    • Product assignment

      When you add an attribute with this object type, you enter the product, the product version, and the instance in the Attribute Maintenance screen area.

    • Required

      When you add an attribute with this object type, the template is considered for the automatic creation of job documentation.

      For more information, see Creating Job Documentation from Templates.

    • Business process assignment

      When you add an attribute with this object type, you enter the business object in the Attribute Maintenance screen area.