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 Processing Originals (Microsoft Office Integration) Locate this document in the navigation structure

Use

The following example explains the processing of an original application file using a workstation application that is integrated directly in the functions of document management.

In this example, you process a document info record of the document type DRW (engineering/design drawing).

  • In the first step you set up the outline for the documentation. You create an original application file with the workstation application Microsoft Word .

    While doing this, the document info record is displayed separately in the current processing window and the Word file is open in a second window ( outplace ).

    You transfer the Document Status field from the document info record in the SAP system to this original application file.

  • In the second step you display the document info record and the assigned original application file (Word file).

    Microsoft Word is started directly in the processing window of the document info record (inplace) .

Prerequisites

You make the settings for Office integration in Customizing for Document Management under Define Workstation Application. For general information about the settings, see Desktop Office Integration .

The application Microsoft Word ( WRD) was defined in the Define Workstation Application activity. For this example you also make the following settings for Office integration:

  • Activity: Define Workstation Application in Network

    • You make two entries for the workstation application WRD with the required data carrier type (such as PC for front-end computers using Windows NT operating system).

      Field

      First Entry for Change Mode

      Second Entry for Display Mode

      Application type

      2

      1

      Path with program name

      %SAP-OFFICE-INTEGRATION.OUTPLACE%

      %SAP-OFFICE-INTEGRATION.INPLACE%

  • Activity Set Up Office Integration

    • Enter the document type ( DRW ) and the application type 2 for changing.

    • Select the technology Link Technology .

      Alternatively, you can set up file-property technology . For information about the procedure for doing this, see File-Property Technology and Transferring File Properties (FORM_INF) .

    • Select the data group whose fields you want to transfer. The Document Status field is assigned to the data group Document data , for example.

    • Select the Export indicator.

Creating Original Application Files

  1. Process a document with the document type DRW.

  2. In the lower screen area Originals , select ( ) (Create).

    The Basic Data dialog box appears.

  3. Perform the following activities in the dialog box:

    • Enter the workstation application WRD.

    • Choose ( ) .

      The system opens a new window with the Office application (Microsoft Word).

  4. You can enter the documentation for the engineering/design drawing in the window of the Office application (Microsoft Word). All normal Microsoft Word functions are available, such as format, insert, or save.

  5. Enter the link for the SAP field Document Status .

  6. If you insert the first link in an original application file, you must update the fields .

  7. Save the original application file in the Office application.

Displaying Original Application Files

  1. Display the document.

  2. In the lower screen area Originals , select ( ) (Create).

    The Basic Data dialog box appears.

  3. Perform the following activities in the dialog box:

    • Enter the workstation application WRD.

    • Choose ( ) .

      The system splits the screen area for processing the document info record into two sections:

    • The data of the document info record is displayed in the left screen section.

    • In the right screen section, the system starts the Office application, in this case Microsoft Word.

  4. You can enter the documentation for the engineering/design drawing in the Office application (Microsoft Word) screen section. All normal Microsoft Word functions are available, such as format and insert.

    Note Note

    If you start the Office application inplace , saving the original application file requires a special step. You cannot save the original application file directly in the Office application (Microsoft Word), you must use the Save ( ) function of the document info record.

    This saves the original application file and the document info record at the same time. Saving also ends processing of the document info record and you return to the initial screen for Create Document or Change Document .

    End of the note.