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Function documentationDocument Management

 

You can manage the documents which arise in the various project phases, in the Solution Manager.

Prerequisites

Make the required settings under Document Management in Solution Manager customizing.

Features

Document Management Functions

Function

Use/Navigation

Configuration

More Information

Document templates

SAP delivers document templates for Business Blueprint, configuration and tests.

You can:

  • change the SAP document templates,

  • create your own document templates.

Start of the navigation path Project Administration Next navigation step Project Standards End of the navigation path tab

Overview: Documentation Types Delivered by SAP with their document templates

Edit Document Templates

Editing documents online and offline

n/a

Edit Documents

Link to other document repositories by URL

n/a

Edit Documents

Availability of Solution Manager documents without access to the Solution Manager system by URL, for example, in the intranet

On the Start of the navigation path Project Documentation tab page, choose Next navigation step Attributes Next navigation step Create URL to Document End of the navigation path

Document Management IMG

The system copies the URL onto the clipboard.

Full-text search

You can install TREX (Text Retrieval and Extraction) to search for documents in projects, solutions and roadmaps.

Document Management IMG

Change history and version management

Trace changes: . Start of the navigation path SOLAR01/SOLAR02 Next navigation step <tab page> Next navigation step History End of the navigation path

Start of the navigation path Project Administration Next navigation step Project Standards Next navigation step Tabs End of the navigation path tab page.

Edit Documents

Flexible customizing of attributes:

  • Document attributes, for example, for the person technically responsible

  • Status values

  • You can analyze the Other Attributes and the status values, in the project analysis.

  • You can show or hide unneeded status values and keywords per project.

  • Create Other Attributes: In the Data Modeling Workbench (transaction DMWB)

  • Create status values: In the Document Management IMG

  • Show/Hide.Start of the navigation path Project Administration Next navigation step Project Standards tab page Next navigation step Project Template End of the navigation path

Status, keywords and documentation types

Flexible customizing of template files for the generation of the Business Blueprint document, configuration guide, and test report

You can adjust the layout of the document to be generated, system-wide, to your requirements.

Document Management IMG

Flexible customizing of authorization:

You can assign restricted read authorization, with which a user can, for example, only display documents with status Released, not with status Review.

Document Management IMG

Digital Signature

You protect your documents against unauthorized changes with an authorization procedure, for example, the FDA guidelines.

Document Management IMG

Digital Signature

Document creation workflow

You can set-up a workflow with the business object SolManDoc, to be able to inform project members automatically about subsequent documentation steps.

Archiving documents

Move documents into other document repositories