Processing an Original Application File 

Use

You sometimes have to process original application files during the processing cycle of a document info record. You process the files directly from the document info record.

Prerequisites

Customizing Settings Document Management

Under General data you must make the following settings:

Data that is necessary

Activity in Customizing

You set the Workstation application can be started from the document info record for changing.

Set the start authorization for the workstation application under General data ® Define workstation application.

You set which workstation application, dependent on the frontend computer is to be started for changing and from which directory the program is called.

Set the path for the program call for the application type 2 (change) under General data ® Define workstation application ® Define workstation application in network.

You must enter the path where the system can access files for processing when the original application file is already stored in a secure storage area.

In order to change original application files you must enter a path dependent on the secure storage area:

  • When the secure storage area is managed by DMS you must set the path for the data carrier type (server, frontends) in the following activity: General data ® Define data carrier type "Server, frontend computer"
  • When the secure storage area is managed by the Knowledge Provider you set the working directory in the following activity: General Data ® Define Profile ® Determine settings for applications.

Processing a Document Info Record

When you want to process original application files that are managed by DMS you must first process the document info record that belongs to the original application file.

You have the necessary authorizations.

Features

Status Check

If you want to process an original file, the system first performs a status check. The system checks whether the status network for the document type supports a status of the Original in work (O) status type (settings in Customizing for the Document Management System, under Control data ® Define Document Types ® Define document statuses).

Status Network without Status of Type Original in Work

If a status of the Original in work (O) status type is not defined in the status network for the document type concerned, the original application file can be changed.

Status Network with Status of Type Original in Work

If the document has this status, only the user responsible can edit it. Other users are only allowed to display the document and, possibly, set a different status (authorization check).

The document info record is closed. You cannot process the original file until the status of type Original in work can be set.

Checks for Original Application Files in Secure Storage

There are additional checks for Processing an Original Application File in a Secure Storage Area

Activity

To change the original application files (irrespective of where they are stored):

  1. Process the document info record change mode.
  2. Highlight the original application file you want to change on the Basic Data or Originals tab page.
  1. Select .

The system checks whether the status network allows the original application file to be changed.

If the status check allows you to change the original file, the system performs the following activities:

If you have changed document data, these changes are saved.

Result

In a second window, the system starts the application with the specified original application file. You can use all active functions of the application you have started.

Depending on the status network defined for the document type, you may have to change the status of the document info record afterwards.