Está en la página 1de 8

A Guide to SAP Easy Document Management

Guenter Huber SAP AG

© SAP 2009 / 1

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. What’s 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

© SAP 2009 / 3

© SAP 2009 / 4

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

Value Proposition

General characteristics of the solution

ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ

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

ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ

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

© SAP 2009 / 5

© SAP 2009 / 6

What’s new in SAP Easy Document Management 7. 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 ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ ‰ © SAP 2009 / 11 © SAP 2009 / 12 . Why SAP Easy Document Management? 2. Functionalities of SAP Easy Document Management 3. 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 © SAP 2009 / 7 © SAP 2009 / 8 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 © SAP 2009 / 9 © SAP 2009 / 10 Log-On Basic Functions ‰ Manage document structures and documents Check in documents with drag and drop. particularly suited for occasional users High user acceptance 1.0? 4.Value for Your Company Benefits for your company Agenda ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ ƒ 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.

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 © SAP 2009 / 13 © SAP 2009 / 14 Create Documents Save Files Directly from an Application Drag and drop © SAP 2009 / 15 © SAP 2009 / 16 Create Versions Find Documents — Search © SAP 2009 / 17 © SAP 2009 / 18 .

Direct Access to SAP ERP © SAP 2009 / 21 © SAP 2009 / 22 Easy. Direct Access to SAP PLM 7.Find Documents — Where Used/Versions Save Emails (Messages) © SAP 2009 / 19 © SAP 2009 / 20 Object Links Easy.0 UI Work in Offline Mode with Automatic Upload © SAP 2009 / 23 © SAP 2009 / 24 .

fill in Owning Context (new authorization concept — applicable only if SAP PLM 7.0 Integration with SAP Easy Document Management 7.0 Integration includes: „ Making Document types as SAP PLM/Non-SAP PLM Document Enabling Object Links for SAP PLM Document Types „ © SAP 2009 / 27 © SAP 2009 / 28 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.0 — Customizing Required SAP PLM 7.Send File in Email — As URL or File Itself Working with Filters © SAP 2009 / 25 © SAP 2009 / 26 Change Layout SAP PLM 7.0 is implemented) © SAP 2009 / 29 © SAP 2009 / 30 .

developments. Please note that this document is subject to change and may be changed by SAP at any time without notice.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. developments. which will take a lot of maintenance from the end users. and/or development. 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.0.0? 4. product strategy. product strategy. Currently. © SAP 2009 / 35 © SAP 2009 / 36 . 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 ƒ Keys Centrally Controlled SAP Easy Document Management intends to manage registry keys centrally. Documents created by SAP Easy Document Management will respect the new authorization concept which is inherited in SAP PLM 7. and administrators can decide how to set the entries for all the users. we also intend to capture all the changes to ACLs.0.0? 4.0 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 ƒ x32 / x64 bit As most of our customers are migrating to Vista. which will help the administrators to upgrade the existing SAP Easy Document Management in simplified and less time consuming ways. Functionalities of SAP Easy Document Management 3. This document is a preliminary version and not subject to your license agreement or any other agreement with SAP.Registry Entries Controlled Centrally Agenda Registry entries to be controlled centrally: „ „ Local machine Local users 1. Why SAP Easy Document Management? 2. Why SAP Easy Document Management? 2. Functionalities of SAP Easy Document Management 3. you will be able to see the changes done on the ACLs. developments. Please note that this document is subject to change and may be changed by SAP at any time without notice. and functionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business.) ‰ Latest MS Applications ƒ SAP Easy Document Management 7. product strategy. ‰ SAP ƒ Standard Install The intention for this release is also to support standard installation from one location to all the workstations. and functionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business. © SAP 2009 / 34 Enhancements in SAP Easy Document Management 7. What’s new in SAP Easy Document Management 7. © SAP 2009 / 33 This document is a preliminary version and not subject to your license agreement or any other agreement with SAP.) ‰ SAP ƒ Agenda PLM 7. and/or development.0 (cont. but from SAP Easy Document Management 7. and/or development.0 Enhancements in SAP Easy Document Management 7. Please note that this document is subject to change and may be changed by SAP at any time without notice. Now SAP Easy Document Management will be installed just like an SAPGUI installation. depending on companies policies This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. and functionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business.0 (cont. with any changes done on ACLs. it is not possible to capture who has done what type of changes. Wrap-up © SAP 2009 / 31 © SAP 2009 / 32 Enhancements in SAP Easy Document Management 7. This document contains only intended strategies. This document contains only intended strategies. ‰ ACL ƒ Improvements As traceability is one of the strengths for SAP. What’s new in SAP Easy Document Management 7. This document contains only intended strategies. this release plans for Vista support for both x32 bit machines and x64 bit machines SAP Easy Document Management 7. Wrap-up ‰ All ƒ Versions in Offline Mode As the synchronization functionality is very important in the current releases.0 ‰ Architectural Changes on File Monitor All Versions in Offline Mode ƒ 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 ƒ Link Search Taking into consideration the input we got from various customers. 1.

xApp. please contact SAP Solution Management. die Eigentum anderer Softwarehersteller sind.0. a. All other product and service names mentioned and associated logos displayed are the trademarks of their respective companies. For details please refer to the Installation Guide available in the software delivery. Certain functions have now been enhanced to meet these requirements.com/about/press/press. Weitergabe und Vervielfältigung dieser Publikation oder von Teilen daraus sind.huber@sap. graphics. fitness for a particular purpose. Nevertheless. Diese Publikation kann von SAP jederzeit ohne vorherige Ankündigung geändert werden. URL link. Support Packages are also available for all customers from the SAP Service Marketplace. Die gesetzliche Haftung bei Personenschäden oder Produkthaftung bleibt unberührt. indirect. product strategy. Diese Publikation enthält nur vorgesehene Strategien. In addition to SAP Install and centrally controlled registry keys. all the existing functionalities which are available in SAP Easy Document Management 6. PartnerEdge and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world.0 was released at an earlier time for Ramp-Up Customers. No part of this document may be reproduced. R/3.0 in May 2009. xApps. The information in this document is proprietary to SAP. Tool might run on lower releases.Minimum Requirements to Run SAP Easy Document Management 7. hinsichtlich der Gewährleistung der Marktgängigkeit und der Eignung für einen bestimmten Zweck sowie für die Gewährleistung der Nichtverletzung geltenden Rechts.oder Produktstrategie und/oder bestimmten Entwicklungen. developments. PartnerEdge und andere in diesem Dokument erwähnte SAP-Produkte und Services sowie die dazugehörigen Logos sind Marken oder eingetragene Marken der SAP AG in Deutschland und in mehreren anderen Ländern weltweit. 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. Des Weiteren übernimmt SAP keine Garantie für die Exaktheit oder Vollständigkeit der Informationen. unterliegen nicht dem Einfluss von SAP.0 will be supported on SAP ERP 2004 and SAP ERP 2005 (all support packages).com/irj/bpx/plm Misc „ Sapphire 2008: www. Produkte können länderspezifische Unterschiede aufweisen. die nicht Ihrem gültigen Lizenzvertrag oder anderen Vereinbarungen mit SAP unterliegt. bereitgestellt. and set default values of characteristics. ohne die ausdrückliche schriftliche Genehmigung durch SAP AG nicht gestattet. special. This document contains only intended strategies. National product specifications may vary.sdn. Microsoft Windows 2000 SP3 Microsoft Windows XP (x32 Bit) SP1 or higher Microsoft Windows Vista Standard.sap.com © SAP SAP 2008 2009 / / 41 41 © © SAP 2009 / 42 .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. or transmitted in any form or for any purpose without the express prior written permission of SAP AG.0 Integration Tracking of ACL changes What are the minimum Microsoft Software requirements to run SAP Easy Document Management 7. ByDesign. xApp. auf die Sie möglicherweise über die in diesem Material enthaltenen Hotlinks zugreifen. Guenter. Die Informationen. SAP. export. Grafiken. Links und sonstigen in dieser Publikation enthaltenen Elementen. In dieser Publikation enthaltene Informationen können ohne vorherige Ankündigung geändert werden. Customizing needs to be done in both in SAP R/3 and in SAP Easy Document Management. Die in dieser Publikation enthaltene Information ist Eigentum der SAP.epx?itemID=11600 „ Press release: www. SAP übernimmt keine Haftung für Fehler oder Auslassungen in dieser Publikation. Diese Einschränkung gilt nicht bei Vorsatz oder grober Fahrlässigkeit. However.sap. die aus der Nutzung dieser Materialien entstehen können. Dies gilt u. or other items contained within this material.0 will be available for SAP Easy Document Management 7. This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. 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. Texte.com/community/showdetail. SAP Business ByDesign. How do I get hold of the software? SAP R/3 customers can order the software CD from the SAP Service Marketplace. SAP haftet nicht für entstandene Schäden. a.sap. SAP shall have no liability for damages of any kind including without limitation direct. The information contained herein may be changed without prior notice. ByDesign. copied. SAP Business Suite customers can download the software from the SAP Service Marketplace. Non-Ramp-Up customers can get SAP Easy Document Management 7. besondere und mittelbare Schäden oder Folgeschäden.0? SAP Easy Document Management 7. or consequential damages that may result from the use of these materials. Ultimate and Business Editions (x32 Bit) Microsoft Windows Vista (x64 bit) (Future Service Packs of SAP Easy Document Management 7.com/irj/sdn/wiki BPX community „ SAP PLM Business Process Expert community „ www. and functionalities of the SAP® product and is not intended to be binding upon SAP to any particular course of business.0? SAP Easy Document Management 7. Duet. limit document types. either express or implied. Please note that this document is subject to change and may be changed by SAP at any time without notice. SAP. This document is provided without a warranty of any kind. Die Angaben im Text sind unverbindlich und dienen lediglich zu Informationszwecken. zu welchem Zweck und in welcher Form auch immer. Frequently Asked Questions Who do I contact if I have any questions? For business questions. copy folder structure. nur mit ausdrücklicher schriftlicher Genehmigung durch SAP AG gestattet. SAP Business ByDesign. Duet. SAP NetWeaver. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages. SAP PLM 7.0 Which SAP Support packages will be supported for SAP Easy Document Management 7. including but not limited to the implied warranties of merchantability.sap. Alle anderen in diesem Dokument erwähnten Namen von Produkten und Services sowie die damit verbundenen Firmenlogos sind Marken der jeweiligen Unternehmen. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. but will not be supported by SAP. Alle Rechte vorbehalten. text. we will still release the service packs for SAP Easy Document Management 6.0) Microsoft Office 2000 (with a few restrictions) Microsoft Office 2003 and Microsoft Office 2007 Can certain functions in version 7. SAP wants to enable customers to adjust certain functions exactly to their needs. and/or development.0? ‰ ‰ ‰ ‰ ‰ ‰ What are the plans for the future? SAP plans to enhance functionalities step-by-step according to customer demand.epx?pressid=8104 „ Help. Entwicklungen und Funktionen des SAP®-Produkts.0 be adjusted individually? Yes.com Æ SAP ERP Æ SAP ERP Enhancement Packages Æ SAP Enhancement Package 4 for SAP ERP 6.. The statutory liability for personal injury and defective products is not affected.0 Partner Portal „ Access for Partners only „ http://partner. Diese Publikation wird ohne jegliche Gewähr.0. Dies gilt u. SAP NetWeaver. weder ausdrücklich noch stillschweigend. Einige von der SAP AG und deren Vertriebspartnern vertriebene Softwareprodukte können Softwarekomponenten umfassen. see the following references: External Wiki: „ Access for Partners and Customers „ SAP Developer Network „ www. This limitation shall not apply in cases of intent or gross negligence. SAP entsteht aus dieser Publikation keine Verpflichtung zu einer bestimmten Geschäfts. SAP does not warrant the accuracy or completeness of the information. und uneingeschränkt für konkrete.sap. links. R/3. xApps. aber nicht ausschließlich. A SAPGUI installation is not necessary.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 „ „ „ „ „ „ © SAP 2009 / 39 © SAP 2009 / 40 Copyright 2009 SAP AG All Rights Reserved No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. Thank you! Guenter Huber Weitergabe und Vervielfältigung dieser Publikation oder von Teilen daraus sind. When can we get SAP Easy Document Management 7. Bei dieser Publikation handelt es sich um eine vorläufige Version. or non-infringement. zu welchem Zweck und in welcher Form auch immer. 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. und SAP unterstützt nicht die Nutzung von Internetseiten Dritter durch Sie und gibt keinerlei Gewährleistungen oder Zusagen über Internetseiten Dritter ab. © SAP 2009 / 37 © SAP 2009 / 38 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. such as: Registry entries. SAP assumes no responsibility for errors or omissions in this document.0 release. Data contained in this document serves informational purposes only.sdn.

20 Carematrix Drive. .Wellesley Information Services. Dedham. All rights reserved. MA 02026 Copyright © 2009 Wellesley Information Services.