Show TOC

Procedure documentationActivation Locate this document in the navigation structure

 

Here you find all the steps required to activate Digital Asset Management.

CRM System Settings

  1. Create the characteristics in characteristics management (transaction CT04) of the CRM system in which you want to use DAM. For more information about managing characteristics and classifications, see SAP Help Portal at   http://help.sap.com   SAP R/3 and R/3 Enterprise   Release 4.70 SR 1   SAP Web Application Server 6.30   SAP R/3 Enterprise Application Components   Cross-Application Components   Classification (CA-CL)   Classification System (CA-CL)  .

  2. In class management (transaction CL02), create characteristics classes CRM_DAM, CRM_DAM_MT, and CRM_DAM_LI and assign the created characteristics to this class. For more information, see SAP Help Portal at   http://help.sap.com   SAP R/3 and R/3 Enterprise   Release 4.70 SR 1   SAP Web Application Server 6.30   SAP R/3 Enterprise Application Components   Cross-Application Components   Classification (CA-CL)   Classification System (CA-CL)  .

  3. So that only the characteristics created for DAM are visible for MIME type properties within the DAM application, notify the system of the characteristics class and class type in Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Maintain General Settings in DAM  :

    • DAM_MT_CLASSNAME = CRM_DAM_MT

    • DAM_CLASSTYPE = DAM

  4. So that only the characteristics created for legal information are visible for MIME type properties within the DAM application, notify the system of the characteristics class and class type in Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Maintain General Settings in DAM  :

    • DAM_LI_CLASSNAME = CRM_DAM_LI

    • DAM_CLASSTYPE = DAM

  5. In number range object maintenance (transaction SNRO) create an interval for the number range of the MIME type administration (object CRM_DAM_MT) if it does not exist yet.

  6. So that only the characteristics created for DAM are visible for MIME type properties within the DAM application, notify the system of the characteristics class and class type in Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Maintain General Settings in DAM  :

    • DAM_CLASSNAME = CRM_DAM

    • DAM_CLASSTYPE = DAM

  7. Define security-relevant properties. For more information, see the Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Security and Authorization Concept   Security and Authorizations  .

  8. Set up the content server and a repository. This improves scalability during download.

    1. In Customizing at   SAP Web Application Server   Application Server   Basis Services   Knowledge Provider   Content Management Service   Define Content Category   create a storage category for this repository.

    2. In Customizing at   SAP Web Application Server   Application Server   Basis Services   Knowledge Provider   Document Management Service   Define Standard Category   assign the category you created to class CRM_P_DAM.

    From now on, all newly created digital assets are saved on the content server.

    For more information, see SAP Service Marketplace at   http://service.sap.com/instguides   SAP NetWeaver   SAP NetWeaver 7.0 (2004s)   Installation   3 - Installation - Standalone Engines   Installation — Content Server 6.40   or SAP Note 612463.

    If, in addition to the assets, you also want to save previews and thumbnails on the content server, set up a repository and a category as described above and assign this category to class CRM_P_DAMA.

  9. Activate status management and modify it.

    For more information about modifying status management, see Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Define Digital Asset- and Security Status.  

  10. Use Maintain Services (transaction SICF) to set up the SICF service. For more information about the content server, see SAP Service Marketplace at   http://service.sap.com/instguides   SAP NetWeaver  .

    You have activated the following services in Maintain Services (transaction SICF):

    • default_host/sap/bc/bsp/crmdam and all services below

    • default_host/sap/bc/bsp/sap/system

    • default_host/sap/bc/bsp/sap/public/bc

    • default_host/sap/public/bsp/sap/public/bc

    • default_host/sap/public/bsp/sap/system

    • default_host/sap/public/bsp/sap/htmlb

    • default_host/sap/public/bc

    • default_host/sap/public/bc/ur

    For more information, see SAP Help Portal at   http://help.sap.com   SAP NetWeaver   SAP NetWeaver 7.0 (2004s)   SAP NetWeaver Library   SAP NetWeaver by Key Capability   Application Platform by Key Capability   Platform-Wide Services   Connectivity   Components of SAP Communication Technology   Communication Between ABAP and Non-ABAP Technologies   Internet Communication Framework   Internet Communication Framework   Development   Server-Side Development   Creating and Configuring an ICF Service   Activating and Deactivating ICF Services  .

  11. Create the RFC Connections for the Conversion Server.

    For more information, see Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Maintain General Settings in DAM.  

  12. Set up the graphics server. You can specify, for example, the properties of the IGS you want to connect.

    For more information, see Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Conversion Service   Define Server  .

    For more information about the Internet Graphics Server (IGS), see Internet Graphics Service.

  13. If you are running Digital Asset Management on a NetWeaver 2004s Enterprise Portal, you have to enable read access for the installed Web service.

    To do this, log on to the portal as an administrator and choose   System Administration   Permissions   Portal Permissions   Security Zones   sap.com   crm   low_safety   com.sap.pct.crm.dam.damconv   services   ImageConversion  . In the context menu, choose Open Permissions, add the group Everyone, assign it read access, and select the End User indicator.

  14. If you want to use the workflow to approve digital assets, activate event linkage for this workflow (SAP CRM CRM-MKT CRM-MKT-DAM).

    In the default system all users get an approval work item for a digital asset. If only specific users are to get an approval work item, then you must set this up in the agent assignment.

    For more information, see Customizing at   Customer Relationship Management   Basic Functions   SAP Business Workflow   Perform Task-Specific Customizing   and SAP Help Portal at   help.sap.com   SAP Business Suite   SAP CRM 2007   Application Help   SAP Customer Relationship Management   Components and Functions   Basic Functions   SAP Business Workflow.  

  15. If you want to scan digital assets for viruses at upload, you can install a virus scan. To integrate it, use the virus scan interface (VSI).

    For more information about the virus scan interface, see:

    • SAP Note 786179 and the SAP Notes appended to it

    • SAP Help Portal at   http://help.sap.com   SAP NetWeaver   SAP NetWeaver 7.0 (2004s)   SAP NetWeaver Library   SAP NetWeaver by Key Capability   Security   System Security   Virus Scan Interface  .

    The virus scan in DAM takes place during upload using the single and mass uploads of digital assets. If a file contains a virus, the file is not uploaded, and the system issues an error message.

  16. In User Maintenance (transaction SU01), create a DAM index service user. The user requires authorization to read all digital assets and should not be a dialog user. Also enter the name of the user in Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Maintain General Settings in DAM  in the CRM_DAM_SERVICE_USER parameter.

    Recommendation Recommendation

    We recommend that you create a separate profile for the authorizations.

    End of the recommendation.

    For more information about authorizations, see Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Security and Authorizations  .

  17. Set up the CRM_DAM_SET_EFFECTIVE_EXPIRY, CRM_DAM_ARCHIVE_CONTENT, and CRM_DAM_UPDATE_ASSETS_RIGHTS reports as daily recurring background jobs.

    For more information, see SAP Help Portal at   http://help.sap.com   SAP NetWeaver   SAP NetWeaver 7.0 (2004s)   SAP NetWeaver Library   SAP NetWeaver by Key Capability   Solution Life Cycle Management by Key Capability   System Management   Background Processing  .

    • The report CRM_DAM_ARCHIVE_CONTENT moves digital assets selected for archiving or deletion into another content repository, and requires no parameters.

    • The report CRM_DAM_SET_EFFECTIVE_EXPIRY sets digital asset versions on the basis of the activation- or expiry date of the corresponding status. Using the Take Only Today Into Account parameter, you can choose whether all digital assets or only digital assets that expire today are to be taken into account.

    • The report CRM_DAM_UPDATE_RIGHT_DATA must be started after midnight. For all versions of digital assets, it checks whether the legal information is still valid. If an item of legal information is no longer valid, the digital asset version gets the property Invalid Right. Equally, all versions of other digital assets that have inherited legal information from this version via an inheritance relationship are updated.

    1. Specify the search languages in Customizing. For more information, see Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Search  .

    2. Activate BI content:

      To activate the DAM analyses, set up the DAM-specific reports as background jobs.

      1. Before each delta upload from BI, execute program CRM_DAM_POST_BW_QUEUE, for example, via a batch job.

      2. According to your requirements, schedule a regular delta upload of your data.

      3. In transaction RSOR in the BI system, activate the Top n Digital Asset Downloads and My Top Downloads reports, and the BI content

      4. To activate the extractors in CRM, use transaction RSA5.

        The data for these reports is mad available via the following extractors:

        • 0CRM_DAM_ASSET_ATTR -

        • 0CRM_DAM_ASSET_TEXT -

        • 0CRM_DAM_PROC_TYPE_TEXT -

        • 0CRM_DAM_ASSET_VERSION_ATTR -

        • 0CRM_DAM_ASSET_VERSION_TEXT -

        • 0CRM_DAM_ASSET_USAGE_TRAN

Note Note

If you use a client copy for structuring your system, it may result in an update termination when creating the characteristics. For more information, refer to SAP Note 22602.

End of the note.
Portal Settings

  1. Create an SAP ERP reference system. For more information, see SAP Note 686776 and SAP Help Portal at   http://help.sap.com   SAP NetWeaver   SAP NetWeaver 7.0 (2004s)   SAP NetWeaver Library   SAP NetWeaver by Key Capability   Security   User Authentication and Single Sign-On   Authentication on the Portal   Single Sign-On   Single Sign-On to SAP Systems   Configuring a Reference System for User Mapping  .

  2. Create a user assignment for the KM service user index_service and assign the DAM index service user to this user, as defined in Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Maintain General Settings in DAM   in the CRM_DAM_SERVICE_USER parameter.

  3. Modify the portal proxy settings to match your system landscape. For DAM to function, the portal requires an http connection to the following servers:

    • Content Management Server

    • Web Application Server

    • Conversion server

    For more information, see also SAP Help Portal at   http://help.sap.com   SAP NetWeaver   SAP NetWeaver 7.0 (2004s)   SAP NetWeaver Library   SAP NetWeaver by Key Capability   People Integration by Key Capability   Portal   Portal Administration Guide   System Administration   System Configuration   Service Configuration   System Properties for Proxy Server  .

    Restart the portal.

  4. Create a new index, for example, with the name idx_dam.

    Add the data source of the activated repository manager (for example, /crmdam) with the following parameters to the index and enter the name of the index in Customizing at   Customer Relationship Management   Marketing   Digital Asset Management   Maintain General Settings for DAM   in the SEARCH_INDICES parameter:

    Schedule Max Docs: 1 (so the index is as up-to-date as possible.)

    For more information, see also SAP Help Portal at   http://help.sap.com   SAP NetWeaver   SAP NetWeaver 7.0 (2004s)   SAP NetWeaver by Key Capability   Information Integration by Key Capability   Search and Classification (TREX)   TREX Administration   TREX Admin Tools   TREX Admin Tool in the SAP System   Queue Administration   Queue Parameters  .

  5. To keep the index up-to-date, we recommend you make the following TREX settings:

    • Deactivate the cache for search queries. Under Cache for Search Queries, set the key queries.usecache to false.

      For more information, see SAP Help Portal at   http://help.sap.com   SAP NetWeaver   SAP NetWeaver 7.0 (2004s)   SAP NetWeaver Library   SAP NetWeaver by Key Capability   Information Integration by Key Capability   Search and Classification (TREX)   TREX Configuration   Advanced Configuration   Configuration of the TREX Services in the SAP J2EE Engine   TREX Caches  .

    • In the parameters for the index management service, set the maximum transfer rate (Byte) to 0 (null).

      For more information, see SAP Help Portal at   http://help.sap.com   SAP NetWeaver   SAP NetWeaver 7.0 (2004s)   SAP NetWeaver Library   SAP NetWeaver by Key Capability   Information Integration by Key Capability   Knowledge Management   Administration Guide   System Administration   System Configuration   Content Management Configuration   Global Services   Index Management Service  .

    Note that these settings are recommended for DAM. However, leaving the cache deactivated can result in slower visualization of DAM changes.

  6. Create taxonomies. For more information, see Configuration.

  7. Create MIME types. For more information, see MIME Type Administration.

  8. In your browser settings, you have activated the Java Virtual Machine SUN VM (with a higher version than 1.3.1).