Processing an Original Application File

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 for Document Management

Under General Data you have made 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.	For DM on the SAP GUI, to change original application files, you must enter a path dependent on the secure storage area as follows: If the secure storage area is managed by DM, you must set the path for the data carrier type (server, frontends) under General data Define Data Carrier and then Define data carrier type "Server, front end". If the secure storage area is managed by the Knowledge Provider, you set the working directory under General Data Define Profile and then Determine definitions for applications. For DM on the PLM Web UI, the secure storage area is managed by the Knowledge Provider. You must do the following: Set the path for the data carrier type (server, frontends) under General data Define Data Carrier and then Define data carrier type "Server, front end". Set the working directory under General Data Define Profile and then Determine definitions for applications.

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.

For DM on the SAP GUI, to change original application files, you must enter a path dependent on the secure storage area as follows:

If the secure storage area is managed by DM, you must set the path for the data carrier type (server, frontends) under General data Define Data Carrier and then Define data carrier type "Server, front end".
If the secure storage area is managed by the Knowledge Provider, you set the working directory under General Data Define Profile and then Determine definitions for applications.

For DM on the PLM Web UI, the secure storage area is managed by the Knowledge Provider. You must do the following:

Set the path for the data carrier type (server, frontends) under General data Define Data Carrier and then Define data carrier type "Server, front end".
Set the working directory under General Data Define Profile and then Determine definitions for applications.

Processing a Document Info Record

To process original application files, 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 inwork (O) status type (settings in Customizing for Document Management 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 this status can be set immediately after the current status according to the status sequence in the status network, the system sets it. The system also copies the current name of the user as user responsible.
  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).
- If this status cannot be set immediately after the current status according to the status sequence in the status network, the original file can not be changed.
  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 (SAP GUI only)

For DM on the SAP GUI, there are additional checks for Processing an Original Application File in a Secure Storage Area.

Activities

Editing Original Application Files on the SAP GUI

Process the document info record in change mode.
Select the original application file that you want to change on the Basic Data or Originals tab page.
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:
- Your user name is copied as user responsible.
- If required, another status is set automatically.
- The processing of the document info record is ended.
  If you have changed document data, these changes are saved.
- A second processing window is started with the application and the chosen original file.

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.

The original is now checked out and the lock icon is open. You can change the original, but the changes are saved locally only. If you want to transfer the updated original to the secure area, you must check it in again (see Storing Original Application Files).

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

Editing Original Application Files on the PLM Web UI

Open the document on the PLM Web UI in create or change mode.
On the Originals Processing tab page or in the Originals screen area of the General Data tab page, select the original in the table and choose the Edit pushbutton.
The system transfers a copy of the original from the central storage system (Knowledge Provider) to the working directory of your front-end computer and opens it using the relevant workstation application.
The original is now checked out and the lock icon is open

You can change the original, but the changes are saved locally only. If you want to transfer the updated original to the secure area, you must check it in again (see Checking In Originals (PLM Web UI)).