Managing Job Documentation Templates

In SAP Solution Manager you can create and edit templates for job documentation and use them to create job documentation simply and efficiently.

You can, for example, use a template to ensure that the job documentation contains the recommended scheduling data and settings for monitoring.

You can assign templates to:

Standard business processes delivered by SAP
Standard logical components delivered by SAP
SAP products

Prerequisites

The following prerequisites are necessary:

You have made the system settings required to schedule a job, in the SAP Solution Manager Customizing, under Capabilities Job Scheduling Management .
(Optional:) If you want to assign templates to SAP products, the Product and Production Management System (PPMS) data must be up-to-date in the SAP Solution Manager.
If you want to assign templates to standard processes of the Business Process Repository (BPR) (optional), the data of the ST-ICO add-on must be up-to-date in the SAP Solution Manager.

Procedure

Calling the Application

To call up the application for managing the job documentation templates, go to the Job Management Work Center and then choose the Call Template task under Typical Tasks.

You go to the Template Directory dialog box.

Creating New Templates

You can create new templates in the Template Directory dialog window, as follows:

Choose Template Create .
The Create Job Documentation Template dialog box appears.
General tab
Enter the name of the job documentation template.

Also enter general data. The system takes over this general data for the job documentation created from the template.

For more information about this tab for the job documentation, see Editing the General Tab.
Organization tab
Assign organizations and enter the business information. The system takes over this data for the job documentation created from the template.

For more information about this tab for the job documentation, see Editing the Organization Tab.
Systems tab
Assign logical components. When you have assigned your systems to these logical components, these systems are automatically assigned to the job documentation created from the template.

For more information about this tab for the job documentation, see Editing the Systems Tab.
Scheduling tab
Enter scheduling data. You can:
- Link scheduling data
  - You can link to the standard jobs from transaction SM36.
    To do this, you choose Assign Standard Job .
    
    A dialog box appears.
    
    Select an RFC connection and a report name.
  - You can link to SAP Solution Manager jobs.
    To do this, you choose Assign Solution Manager Job .
    
    A dialog box appears.
    
    Select a report.
    
    The system shows the corresponding variant and the job.
  - You can link to job definitions from and external planner such as SAP CPS by Redwood.
    To do this, you choose Assign Job Definition .
    
    A dialog box appears.
    
    Select the job.
- Enter scheduling data manually
  - You can assign an SAP job.
    To do this, you choose Assign ABAP: Freely Definable Job Definition .
    
    A dialog box appears.
    
    Define the job.
    
    For more information about scheduling jobs, see Importing Jobs into Job Documentation.
  - You can assign a job which you define with an external planner such as SAP CPS by Redwood.
    To do this, you choose Assign Freely Definable CPS Job Definition .
    
    A dialog box appears.
    
    Define the job.
For more information about scheduling jobs, see Importing Jobs into Job Documentation.

Note
You can assign multiple jobs, linking scheduling data or entering scheduling data manually.

End of the note.
Monitoring tab
Store the configuration of the business process monitoring.

For more information about creating a configuration, see Configuring the Job Monitoring.
Errors tab
Enter error-handling procedures.

The system takes over this data for the job documentation created from the template.

For more information about this tab for the job documentation, see Editing Errors Tab.
Restrictions tab.
Enter the restrictions to be considered for the job scheduling. The system takes over this data for the job documentation created from the template.

For more information about this tab for the job documentation, see Editing Restrictions Tab.
Authorizations tab
Enter the authorizations required for the job scheduling. The system takes over this data for the job documentation created from the template.

For more information about this tab for the job documentation, see Editing Authorizations Tab.
Save your entries.
To return to the template directory, choose Close.

Editing Templates

Select a job template in the Template Directory dialog box in the Template screen area.

You have the following options for editing the template selected:

Template
- Delete: You can delete the template selected.
- Edit: You can edit the data of the template selected.
- Copy: You can create a copy of the template selected. The system adds the copy to the list of templates.
Refresh: You can refresh the template selected.

Note
There is no automatic update, because you compile the data for the job documentation template in a separate window.

End of the note.
Export
- Active Version: You can export the current version of the template selected to an XML file.
- All Versions: You can export all versions of the template selected to an XML file.
Import: You can import a template to the template directory in the form of an XML file.
Communication
- Check for New Data: You can check whether new templates have been made available by SAP which are not in your template directory yet.
- Download Data: You can download the templates made available by SAP and copy them to your template directory.

Editing a Version of a Selected Job Template

Select a job template in the Template Directory dialog box in the Template screen area. The versions of the template selected appear in the Versions of the Selected Job Template screen area.

Select a version.

You have the following options for editing the version:

Edit: You can edit the data of the template version selected.
Create New Version: You can create a new version as a copy of the template version selected. The system then adds the new version to the list of versions.
Refresh: You can refresh the versions of the template selected.

Note
There is no automatic update, because you compile the data for the job documentation template in a separate window.

End of the note.
Delete: You can delete the template version selected.
Create Job Documentation: You can create a job documentation from a template version selected. The system then copies all data from the template to the corresponding areas of the job documentation, saves it under the name of the template, and stores a reference to the template in the job documentation.
Attributes
- Display: You can display the attributes of the template version selected. A dialog box then appears. When you select an attribute in the attribute structure, the system shows detailed information on the attribute.
- Change: You can change the attributes of a selected version.
  A dialog box appears in which you can add attributes to the template or delete them. To add an attribute, you select one of the following object types for the new attribute under Add:
  - Category
  - Product assignment
    When you add an attribute with this object type, you enter the product, the product version, and the instance in the Attribute Maintenance screen area.
  - Required
    When you add an attribute with this object type, the template is considered for the automatic creation of job documentation.
    
    For more information, see Creating Job Documentation from Templates.
  - Business process assignment
    When you add an attribute with this object type, you enter the business object in the Attribute Maintenance screen area.