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Prerequisites

  • You can add your documentation types to the delivered documentation types, in the Project Standards tab in the Project Administration.

  • You have made the settings required to create web links (URLs) to documents, under Document Management, in the Solution Manager IMG.

Procedure

The functions in the table are in a Roadmap with Project Link, in the Business Blueprint, in the Configuration, or in the Solution Directory.

Note Note

Documents in the Project Documentation tab are not put in the template in a template project. If you want to deliver documents as part of a template, assign them in the General Documentation tab.

End of the note.
Document functions

Function

Navigation

What you need to know

Create documents

Add Document

Document repository

You assign a document type to all documents you create. A document template is called, depending on the document type. You can only use document types that either have a document template or a file name extension supported by the SAP Solution Manager. If a document type has no template or file name extension, the text editor is started.

Add documents as links to existing documents in the SAP Solution Manager.

  Add Document   Link to Solution Manager Document  

Changes are made system-wide and across projects and solutions, to the original document.

Copy documents

  Add Document   Copy of a Solution Manager Document  

You can change the copy independently of the original document.

Upload file

Add Document

Link to a web site

Add Document

Delete documents

Delete Row

For documents created as a link to another document, both the row in the table and the link are deleted. If the document to be deleted is the only instance of this document, you can delete it physically.

Where-used list

Where-Used List

Check document in or out

Check Document In or Out

When you check a document out, you lock it for changes by other users. To unlock the document, check it in. You can only check documents in which you have previously checked out.

Display the change history of a document

  Attributes   History   tab

Filter by document status

  Attributes   History   tab

Display the versions of a document

  Attributes   History   tab

Link to existing document

  Attributes   Link   tab

Create web link (URL) to a document

  Attribute   Create URL to Document  

So that, for example, management can access Solution Manager documents without access to a Solution Manager system.

Put document in the Business Blueprint document

Flag the document as 'Blueprint-Relevant' in the document attributes.

The order of the documents determines their order in the Business Blueprint document.

Recommendation Recommendation

If you lose connection to the Solution Manager, you can lose documents. If you want to edit a document for some time, check it out and edit it offline. For further information, see SAP Note 984062.

End of the recommendation.