A Guide to SAP Easy Document Management

Guenter Huber SAP AG

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Solution Map 2008

Agenda

Product Management

Product Strategy and Planning

Product Portfolio Management

Innovation Management

Requirements Management

Market Launch Management

Product Development and Collaboration

Engineering, R&D Collaboration

Supplier Collaboration

Manufacturing Collaboration

Service and Maintenance Collaboration

Quality Management

Change Management

1. Why SAP Easy Document Management? 2. Functionalities of SAP Easy Document Management 3. Whats new in SAP Easy Document Management 7.0? 4. Wrap-up

Product Data Management

Product Master and Structure Management

Specification and Recipe Management

Service and Maintenance Structure Management

Visualization and Publications

Configuration Management

SAP PLM Foundation

Product Compliance

Product Intelligence

Product Costing

Tool and Workgroup Integration

Project and Resource Management

Document Management

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Business Challenge
Enterprise-wide document management has to fulfill multiple requirements:

Value Proposition

General characteristics of the solution

Easy application Save on data storage without redundancies Seamless integration in SAP ERP system without additional interfaces High performance despite high volumes of data Simplify teamwork and internal collaboration Allow easy linkage to other business objects Mature authorization concept Manage all kinds of data, including email files

Reduces time to market, because document management takes less time Makes communication channels more efficient Eliminates redundant data within the company Ensures secure document storage; documents are stored in a database

Unique selling proposition

Enterprise-wide integrated document management Reliable data storage Support of group work and internal collaboration Management of all types of documents Save documents directly from applications Solution is integrated in Microsoft Explorer No additional interface necessary for SAP ERP

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Value for Your Company

Benefits for your company

Agenda

Simplified SAP ERP document management Fast and direct access to information Minimized effort of data maintenance Simplified teamwork and internal collaboration Easy to use Low training expenditure, particularly suited for occasional users High user acceptance

1. Why SAP Easy Document Management? 2. Functionalities of SAP Easy Document Management 3. Whats new in SAP Easy Document Management 7.0? 4. Wrap-up

Technical benefits
Secure and central data storage for all business documents Easy installation Support of distributed storage locations Support of customer-specific enhancements with standard SAP ERP procedures Usage of standard SAP ERP Customizing Usage of standard SAP ERP authorization concepts

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General Information

SAP Install
New, Improved Way to Install SAP Easy Document Management

How can you get SAP Easy Document Management?

Sales Channel Standard SAP ERP Customers SAP Service Marketplace SAP Business Suite Customers

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Log-On

Basic Functions

Manage document structures and documents Check in documents with drag and drop, or cut and paste Comprehensive document search Personal folder structure Public folder structure Check in and check out documents directly from Microsoft Office applications with Save As and Open Check out documents and start the appropriate application Move and copy documents Links to documents and folders Delete documents Versioning of documents

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Basic Functions Representation of Document Information

Basic Structure of Folders

Manage document properties Attach multiple document files Document properties window shows all document-relevant information in one view Add additional data fields using SAP ERP classification Object Links

Private Folders Public Root Folder Search Result

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Create Documents

Save Files Directly from an Application

Drag and drop

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Create Versions

Find Documents Search

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Find Documents Where Used/Versions

Save Emails (Messages)

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Object Links

Easy, Direct Access to SAP ERP

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Easy, Direct Access to SAP PLM 7.0 UI

Work in Offline Mode with Automatic Upload

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Send File in Email As URL or File Itself

Working with Filters

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Change Layout

SAP PLM 7.0 Integration with SAP Easy Document Management 7.0 Customizing Required

SAP PLM 7.0 Integration includes:

Making Document types as SAP PLM/Non-SAP PLM Document Enabling Object Links for SAP PLM Document Types

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SAP PLM 7.0 Integration with SAP Easy Document Management 7.0
Creating SAP PLM Document type:

Track Changes to Access Control Lists (ACLs)

Select Document type from the drop down Fill in the Meta Data Attach originals At the time of saving, fill in Owning Context (new authorization concept applicable only if SAP PLM 7.0 is implemented)

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Registry Entries Controlled Centrally

Agenda

Registry entries to be controlled centrally:

Local machine Local users

1. Why SAP Easy Document Management? 2. Functionalities of SAP Easy Document Management 3. Whats new in SAP Easy Document Management 7.0? 4. Wrap-up

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Enhancements in SAP Easy Document Management 7.0

Enhancements in SAP Easy Document Management 7.0 (cont.)

Latest MS Applications SAP Easy Document Management 7.0 intends to support most of the latest Windows platform and various Microsoft applications like Microsoft Office 2007

Vista x32 / x64 bit Architectural Changes on File Monitor

Latest MS Applications

ACL Improvements

Vista

x32 / x64 bit

As most of our customers are migrating to Vista, this release plans for Vista support for both x32 bit machines and x64 bit machines

SAP Easy Document Management 7.0

Architectural

Changes on File Monitor

All Versions in Offline Mode

We intend to stabilize the file monitor for better stability in the product by some of the architecture and by adding a new feature in the file monitor when there are uncommitted files

Object Link Search Support for SAP Standard Install

Object

Link Search

Taking into consideration the input we got from various customers, we intend to increase the scope for the search help available for object links

Registry Keys Centrally Controlled

Minimal Integration with SAP PLM Core Functionality

Registry

Keys Centrally Controlled

SAP Easy Document Management intends to manage registry keys centrally, which will take a lot of maintenance from the end users, and administrators can decide how to set the entries for all the users, depending on companies policies
This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice.

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This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice.

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Enhancements in SAP Easy Document Management 7.0 (cont.)

SAP

Agenda

PLM 7.0 Integration

This release also intends to integrate the product with the new SAP PLM solution which will enable customers to use SAP Easy Document Management within the new SAP PLM environment. Documents created by SAP Easy Document Management will respect the new authorization concept which is inherited in SAP PLM 7.0.

SAP

Standard Install

The intention for this release is also to support standard installation from one location to all the workstations, which will help the administrators to upgrade the existing SAP Easy Document Management in simplified and less time consuming ways. Now SAP Easy Document Management will be installed just like an SAPGUI installation.

1. Why SAP Easy Document Management? 2. Functionalities of SAP Easy Document Management 3. Whats new in SAP Easy Document Management 7.0? 4. Wrap-up

All

Versions in Offline Mode

As the synchronization functionality is very important in the current releases, we intend to enable users to use all versions with the same file name of the Document Info Record (DIR) in offline mode and not restrict to user-specific.

ACL

Improvements

As traceability is one of the strengths for SAP, we also intend to capture all the changes to ACLs. Currently, with any changes done on ACLs, it is not possible to capture who has done what type of changes, but from SAP Easy Document Management 7.0, you will be able to see the changes done on the ACLs.
This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice.

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Minimum Requirements to Run SAP Easy Document Management 7.0

Which SAP Support packages will be supported for SAP Easy Document Management 7.0?
SAP Easy Document Management 7.0 will be supported on SAP ERP 2004 and SAP ERP 2005 (all support packages). Tool might run on lower releases, but will not be supported by SAP.

Frequently Asked Questions

Who do I contact if I have any questions?
For business questions, please contact SAP Solution Management.

When can we get SAP Easy Document Management 7.0?

SAP Easy Document Management 7.0 was released at an earlier time for Ramp-Up Customers. However, we will still release the service packs for SAP Easy Document Management 6.0. Non-Ramp-Up customers can get SAP Easy Document Management 7.0 in May 2009.

Will all the functionalities work on all the SAP Support packages?
There are some new functionalities which will work with enhancement package 4 for SAP ERP 2005 onwards only. Nevertheless, all the existing functionalities which are available in SAP Easy Document Management 6.0 will be available for SAP Easy Document Management 7.0. In addition to SAP Install and centrally controlled registry keys, all versions with same file name in offline mode and a few more object links searches will be available with the SAP Easy Document Management 7.0 release.

How do I get hold of the software?

SAP R/3 customers can order the software CD from the SAP Service Marketplace. SAP Business Suite customers can download the software from the SAP Service Marketplace. Support Packages are also available for all customers from the SAP Service Marketplace.

Which are the new functionalities which will not be available for customers using releases lower than enhancement package 4 for SAP ERP 2005?

How do I get the tool to run?

The software has to be installed locally on the PCs. A SAPGUI installation is not necessary. Customizing needs to be done in both in SAP R/3 and in SAP Easy Document Management. For details please refer to the Installation Guide available in the software delivery.

SAP PLM 7.0 Integration Tracking of ACL changes

What are the minimum Microsoft Software requirements to run SAP Easy Document Management 7.0?

What are the plans for the future?

SAP plans to enhance functionalities step-by-step according to customer demand.

Microsoft Windows 2000 SP3 Microsoft Windows XP (x32 Bit) SP1 or higher Microsoft Windows Vista Standard, Ultimate and Business Editions (x32 Bit) Microsoft Windows Vista (x64 bit) (Future Service Packs of SAP Easy Document Management 7.0) Microsoft Office 2000 (with a few restrictions) Microsoft Office 2003 and Microsoft Office 2007

Can certain functions in version 7.0 be adjusted individually?

Yes; SAP wants to enable customers to adjust certain functions exactly to their needs. Certain functions have now been enhanced to meet these requirements, such as: Registry entries, URL link, export, copy folder structure, limit document types, and set default values of characteristics.

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Current pricing information is available from local SAP Sales

Resources

7 Key Points to Take Home

For more information on topics discussed in this lesson, see the following references: External Wiki: Access for Partners and Customers SAP Developer Network www.sdn.sap.com/irj/sdn/wiki BPX community SAP PLM Business Process Expert community www.sdn.sap.com/irj/bpx/plm Misc Sapphire 2008: www.sap.com/community/showdetail.epx?itemID=11600 Press release: www.sap.com/about/press/press.epx?pressid=8104 Help.sap.com SAP ERP SAP ERP Enhancement Packages SAP Enhancement Package 4 for SAP ERP 6.0 Partner Portal Access for Partners only http://partner.sap.com/plm

Value proposition and business challenges for SAP Easy Document Management Advantages of SAP Easy Document Management for your company General features of this product New features of this product Integration with SAP PLM 7.0 Web UI How SAP Install helps SAP Easy Document Management for reducing the time of implementation and go-live at the customer end Why users find SAP Easy Document Management easy to use as compared to standard SAP GUI from SAP R/3

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Copyright 2009 SAP AG All Rights Reserved

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Thank you!
Guenter Huber

Weitergabe und Vervielfltigung dieser Publikation oder von Teilen daraus sind, zu welchem Zweck und in welcher Form auch immer, ohne die ausdrckliche schriftliche Genehmigung durch SAP AG nicht gestattet. In dieser Publikation enthaltene Informationen knnen ohne vorherige Ankndigung gendert werden. Einige von der SAP AG und deren Vertriebspartnern vertriebene Softwareprodukte knnen Softwarekomponenten umfassen, die Eigentum anderer Softwarehersteller sind. SAP, R/3, xApps, xApp, SAP NetWeaver, Duet, SAP Business ByDesign, ByDesign, PartnerEdge und andere in diesem Dokument erwhnte SAP-Produkte und Services sowie die dazugehrigen Logos sind Marken oder eingetragene Marken der SAP AG in Deutschland und in mehreren anderen Lndern weltweit. Alle anderen in diesem Dokument erwhnten Namen von Produkten und Services sowie die damit verbundenen Firmenlogos sind Marken der jeweiligen Unternehmen. Die Angaben im Text sind unverbindlich und dienen lediglich zu Informationszwecken. Produkte knnen lnderspezifische Unterschiede aufweisen. Die in dieser Publikation enthaltene Information ist Eigentum der SAP. Weitergabe und Vervielfltigung dieser Publikation oder von Teilen daraus sind, zu welchem Zweck und in welcher Form auch immer, nur mit ausdrcklicher schriftlicher Genehmigung durch SAP AG gestattet. Bei dieser Publikation handelt es sich um eine vorlufige Version, die nicht Ihrem gltigen Lizenzvertrag oder anderen Vereinbarungen mit SAP unterliegt. Diese Publikation enthlt nur vorgesehene Strategien, Entwicklungen und Funktionen des SAP-Produkts. SAP entsteht aus dieser Publikation keine Verpflichtung zu einer bestimmten Geschfts- oder Produktstrategie und/oder bestimmten Entwicklungen. Diese Publikation kann von SAP jederzeit ohne vorherige Ankndigung gendert werden. SAP bernimmt keine Haftung fr Fehler oder Auslassungen in dieser Publikation. Des Weiteren bernimmt SAP keine Garantie fr die Exaktheit oder Vollstndigkeit der Informationen, Texte, Grafiken, Links und sonstigen in dieser Publikation enthaltenen Elementen. Diese Publikation wird ohne jegliche Gewhr, weder ausdrcklich noch stillschweigend, bereitgestellt. Dies gilt u. a., aber nicht ausschlielich, hinsichtlich der Gewhrleistung der Marktgngigkeit und der Eignung fr einen bestimmten Zweck sowie fr die Gewhrleistung der Nichtverletzung geltenden Rechts. SAP haftet nicht fr entstandene Schden. Dies gilt u. a. und uneingeschrnkt fr konkrete, besondere und mittelbare Schden oder Folgeschden, die aus der Nutzung dieser Materialien entstehen knnen. Diese Einschrnkung gilt nicht bei Vorsatz oder grober Fahrlssigkeit. Die gesetzliche Haftung bei Personenschden oder Produkthaftung bleibt unberhrt. Die Informationen, auf die Sie mglicherweise ber die in diesem Material enthaltenen Hotlinks zugreifen, unterliegen nicht dem Einfluss von SAP, und SAP untersttzt nicht die Nutzung von Internetseiten Dritter durch Sie und gibt keinerlei Gewhrleistungen oder Zusagen ber Internetseiten Dritter ab. Alle Rechte vorbehalten.

Guenter.huber@sap.com

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