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Document management: Changes in
Customizing
Description
With Release 3.0, new Customizing functions are delivered.
The following changes have been made to Control data:
1.
In step "Define document types", you can
now determine that a document that is released for the first time with
reference to a change number is automatically assigned a
revision level.
2. In step "Define document status", the
following new settings are now possible:
a) Completion confirmation for engineering
change management
When you set this status, a document with this
status is "complete" in terms of engineering change management. The indicator
is only relevant for engineering change management if you edit the document
with reference to a change number which is assigned to a change type. In this
case, the change functions are controlled via various statuses.
If you want to assign a status for which this
indicator is set, the system checks the object management record of the
document in the allocated change master.
The document can only receive this status if its
current system status has "Release change" as subsequent system status. In
this case, the object management record is automatically changed in the change
master, and the system status is set to "Release change".
Otherwise, the document info record can contain no status for which this
indicator is set.
b) Carry out the audit function
If you set the Audit
indicator, original files that are stored in either the archive or the vault
are automatically saved in the defined path once they reach this processing
status. You enter the vault path in the step "Define data carrier".
Processing statuses that are saved to the vault using the audit function are
marked in the status log. You can display them with a double click.
c) Carry out workflow tasks
In the Workflow Workbench, you can define
workflow tasks that are triggered by certain events. Then you assign each
workflow task to a particular status. As soon as this status is set for the
document of the chosen document type, the system carries out the workflow task
(for example, display document).
You identify the workflow task in the fields
Object type and Object
ID.
d) Program exit when a certain status is
set
You can determine that an external program is to
be run when a certain status is set.
To do this, in the Program exit field, enter the
program from which a FORM routine is to be executed.
In the FORM routine field, enter the subroutine that
is to be carried out.
The program is run as soon as this status is set
and the document info record is saved.
3. Define revision levels for
documents
With this function, you define the revision
levels for documents. You also define the sequence in which the system is to
assign the revision levels.
Under General data, the following new settings can now be
made:
1. Define data carrier type
As of this release, you can save original
application data for a document info record to a vault. The vault is a server
which cannot be reached via the file system of the frontend computer. You can
define this new data carrier type with the new Data carrier is a
vault indicator.
You define the vault path in the step "Define data carrier".
2. The "Data carriers/network nodes" step
has been replaced by two separate steps: define data carrier for original
application data and define frontend computers in the network.
a) Define data carrier
In this step, you define the data carriers which
fulfil the following functions for original application files: printer,
archive, vault, server.
Original application data for a document info
record is stored in the vault if you select a
vault as data carrier or if the
audit function is executed automatically.
The vault cannot directly be accessed via the file system. You define the path
for storing the original application files in the field
Vault
path . When you are processing the document info record, for
security reasons you only see the data carrier and the short
description.
b) Identify frontend computer
In this step, you identify the frontend
computers in the network. This includes all work centers from which you want
to process original application files, for example, a UNIX workstation
(processing a CAD drawing) or a PC with Windows NT (word processing).
All data carriers must be allocated to a data
carrier type. The system requires the network address for transferring
original application data to every work center.
3. Define mount points/logical disk
drives
When you enter original application data using
the file manager, you see the prefix of the path for accessing the data as a
default path.
4. Workstation application
The following fields for defining workstation
applications are new:
a) Interface
With this indicator, you determine that the
application can be used with an SAP/CAD dialog interface.
The CAD interface, for example, lists applications that are marked with this
indicator for CAD program selection.
b) File suffix for application
If you want to process original application data
which is already stored in a vault, SAP database or archive, the system
creates a file with a copy of the stored data.
In this field, you enter the file suffix for the file.
c) File format
In this field, you enter the file formats which
are relevant to original application data. These are listed for file selection
via the file manager.
Change system parameters in customizing
You can change the following settings: