Customizing 

You make Customizing settings in the Implementation Guide (IMG). In the IMG, choose: SAP Web Application Server → Basis Services → Records Management. For more information on executing the activities, see the online documentation in the IMG.

This documentation contains important background information that you need for Customizing.

The IMG is divided into the following structure nodes:

·         Basic Customizing

The central basic Customizing for Records Managements involves setting up element types in the registry maintenance. To create element type, you need to know about the service providers supplied by SAP and their connection parameters, as you need to assign values to the connection parameters when creating element types. For more information, see Standard Service Providers Supplied and read the sections on the individual service providers.

·         Customizing for Record Models, Records, and Documents

Record models, records, and documents are created in Records Management. For these elements, you have to determine the storage strategy and perform the Customizing settings accordingly. For more information, see Generic Service Provider.

Before you can create records, you have to create at least one record model. For more information, see Creating a Record Model.

All other IMG activities refer to services that you can use. For more information, see Setting Up the Keyword Catalog and Creating and Displaying Generation Rules.

·         Customizing for the Records Organizer

These IMG activities are not mandatory. We do, however, recommend that you set up role-based views.

·         Customizing for the Circular

This is only relevant if you want to implement the circular. A circular is an electronic folder that contains selected elements of a record and is sent for circulation. Users select the elements when they create the circular. The user then uses the process route to determine which employees will receive the circular and which activities they will perform.

·         Customizing for the Process Route

This is only relevant if you want to implement the process route. The process route is an ad-hoc workflow that can be created from a record and that defines a circulation route for elements in the record. Each person who receives record elements as part of the process route has to execute a specified activity.

Since the process route is based on the business workflow, you also have to perform the basic workflow Customizing for the IMG activities. For more information, see Workflow Customizing for the Process Route.

·         Customizing for Attributes

This is only relevant if you have implemented your own service provider or if you have added attributes to the default service providers.

·         Customizing for Status Management

This is only relevant if you want to implement status management.

If you want to use Web display, you need to make some additional settings. For more information, see Web Display Customizing.