Technical Framework

Prerequisites

You have installed SAP Business Suite Foundation 7.31.

Result

After you configure SAP Document Builder, you can create a shortcut on your desktop.

Prerequisites

You have completed the following:

• Assigned users to the relevant roles using transaction Role Maintenance (PFCG)

• Created shortcuts for all users on the SAP Easy Access menu

Document Data Tab Page

This is the standard workspace and contains the following:

• Search

  The Search area is the initial screen in SAP Document Builder.

  You select the relevant content and an item from the worklist to find existing documents, systems, user templates, and user elements.

  You can perform a simple search based on a single criterion or an extended search based on multiple criteria. You can select the desired document or template for editing.

  You can search for elements by description, but you cannot search standard elements in the Search area. You can perform this search under the Document Summary tab page while authoring a document.

  Example

  You can search templates by content modifier, document selection, or configured attributes. For more information, see Customizing for Document Builder Content Management under  Basic Functions    Classification System .

• Toolbar

  The SAP Document Builder toolbar enables you to perform the following:

  Action	Result
  Create Document Create Template Create User Template Create User Element	Use Create Document or Create Template to create a document or system template. Use Create User Template or Create User Element to create a template or element for one user. User templates and elements are displayed on the User Workspace tab page.
  Edit	Enables editing options
  Copy	Makes a copy of a document or template before saving it as a user template
  Save	Saves the document in draft mode
  Save as User Template	Saves the document as a user template
  Release	Releases a document for approval
  Refresh	Starts building your document
  Delete	Deletes a document or template from the database
  Revert	Reverts to the previously saved version of the document
  Log Off	Logs you off SAP Document Builder Note You must save your document or template.

• Document

  The Document area displays details about the selected document, template, or element.

User Workspace Tab Page

You use this tab page to manage user templates and elements.

Prerequisites

• You have assigned users to the relevant roles using transaction Role Maintenance (PFCG).

• You have created shortcuts for users under the SAP Easy Access menu.

Activities

Start the Document Builder Cockpit application. If you want to create an element or if you select an element to edit or display, the Document Builder Element Management application is started.

Toolbar

The toolbar in the Document Builder Element Management application enables you to perform the following:

Additionally, you can specify the language of the element.

Tab Pages

The following tab pages are available in the Document Builder Element Management application:

• Header

  Displays the element attributes.

  You can perform the following:

  • Enable the workflow function; you must specify the element category

  • Save the element as an alternate element

  • Save the element as a user element

  • Specify the output type

  • Specify the owner

  • Add comments

  • Change the purchasing organization, if applicable

  • Change the element format, if applicable

  • Enter additional information pertaining to element format and inclusion

• Full Text

  Displays the full text

• Associated Rule

  Displays rules associated with the element

• Prescription

  Displays the instructions associated with the selected element

• Guidance

  Displays additional instructions associated with the selected element; you can enter more than one guidance for each element

• Workflow

  Displays the workflow status and enables the author to add new approvers or remove existing approvers and reviewers; approvers are assigned to categories

• Alternate Elements

  Displays the alternate elements assigned to the selected element; you can add new alternate elements or delete existing ones

• Attachments

  Displays the related attachments; attachments are returned in their original format; no conversion is performed

Prerequisites

You have performed the following:

DOCX

• Activated business functions /IPRO/FND_DOCUMENT_BUILDER and /IPRO/FND_DOCB_WORD2007 in SFW5

• Set FORMAT to DOCX in Customizing for Document Builder Content Management under  Basic Functions  Define Configuration Parameters 

• Installed Microsoft Word 2007

WordML

• Activated business function /IPRO/FND_DOCUMENT_BUILDER in SFW5

• Set FORMAT to WORDML in Customizing for Document Builder Content Management under  Basic Functions  Define Configuration Parameters 

• Installed the Developer Support Office Framer Control ActiveX to support WordML editing

• Configured your browser to support ActiveX

• Installed Microsoft Word 2003 Professional SP02 or higher or Microsoft Word 2007

• Implemented the following BAdIs for Document Builder Content Management:

  •  Business Add-Ins  Editor  Replace Editor  (/IPRO/EDITOR) to support Microsoft Word in SAP Document Builder

  •  Business Add-Ins  Assembly and Output  Assemble Documents  (/IPRO/ASSEMBLY_DEF) to assemble documents in WordML format

Procedure

To create elements, start the Document Builder Cockpit application (/IPRO/WD_COCKPIT) and proceed as follows:

1. Select the relevant content.

2. Click Create.

3. Enter the required data and click OK.

4. On the toolbar, click Edit Full Text.

   Microsoft Word starts in a separate window.

5. Enter the name of the element and type the full text for the element.

6. Click Save.

7. Click OK to close the window and to return to the Document Builder Element Management application.

8. On the Document Builder Element Management application toolbar, click Save.

9. Return to Document Builder Cockpit and click Refresh to display the element.

Prerequisites

You have selected the Editable checkbox for the elements you want to edit in Customizing for Document Builder Content Management under  Regulation Sets and Elements  Standard Elements  Define Elements .

Procedure

To edit elements, start the Document Builder Cockpit application (/IPRO/WD_COCKPIT) and proceed as follows:

1. Select the relevant content.

2. Click Edit.

3. Make the necessary changes.

4. Save your changes.

Prerequisites

• You checked the element approval workflow and the related tasks using transaction Workflow Builder (SWDD).

• You activated the workflow in Customizing for Document Builder Content Management under  Regulation Sets and Elements  Standard Elements   Define Elements .

• You defined element categories and assigned users in Customizing for Document Builder Content Management under Standard Elements:

  • Define Element Categories

  • Assign Users to Element Categories

Process

The element approval workflow is as follows:

1. The author creates an element; the element status is set to Draft.

2. The author edits the element; the element status is set to Held.

3. The author releases the element for approval; the element status is set to In approval.

4. The user can approve or reject the element in the UWL. If approved, the element status is set to Active.

Web Services

You use a Web service to enable SAP Document Builder to be used by other applications. Contrary to SAP NetWeaver XI, Web services are ready-to-use and do not require an additional server.

SAP NetWeaver XI

You use SAP NetWeaver XI to do the following:

• Connect SAP and non SAP systems in a heterogeneous system landscape

• Transform message content between sender and receiver systems using proxies

More Information

For more information, see the SAP Document Builder: Business Scenario Configuration Guide.

Prerequisites

To set the default text format, you must perform the activity in Customizing for Document Builder Content Management under  Basic Functions  Define Configuration Parameters  and enter DOCX, WORDML, or HTML in the FORMAT parameter.

More Information

For more information, see SAP Library for SAP NetWeaver at http://help.sap.com SAP NetWeaver by Key Capability   Application Platform by Key Capability  Business Services  SAP Interactive Forms by Adobe .

PDF Assembly

Document assembly in PDF requires a server and preliminary configuration of an RFC destination. The RFC connection must be type G (HTTP connection to external server). The solution you chose is installed, configured, and managed by an IT specialist.

For more information, see the documentation shipped with your assembly tool and the following SAP Notes, which contain information on how to configure specific assembly tools using the BAdI Assemble Documents (/IPRO/ASSEMBLY_DEF):

• 802189

  Information about Apache PDF renderer

• 1046791

  Information about Microsoft Word

• 1154999

  Information about Adobe LiveCycle

Figure 1: HTML Rendering

DOCX and WordML Assembly

DOCX and WordML do not require an assembly server.

You can use other editing and output formats. You change the code using BAdI: Generic Output Interface (/IPRO/OUTPUT) in Customizing for Document Builder Content Management under  Business Add-Ins  Assembly and Output .