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Installation and Upgrade Guide OpenText Archiving and Document Access for SAP Solutions The OpenText Archiving and Document Access for SAP Solutions installation guide describes the installation of the basic components including DocuLink, DesktopLink, Forms Management, and Java Viewer/Web Viewer integration. ER100000-IGD-EN

description

Opentext ADA installation guide

Transcript of ADA - Install

Page 1: ADA - Install

Installation and Upgrade Guide

OpenText Archiving and Document Access for SAP Solutions

The OpenText Archiving and Document Access for SAP Solutions installation guide describes the installation of the basic components including DocuLink, DesktopLink, Forms Management, and Java Viewer/Web Viewer integration.

ER100000-IGD-EN

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Installation and Upgrade Guide OpenText Archiving and Document Access for SAP Solutions ER100000-IGD-EN Rev.: 28. Sept. 2011

This documentation has been created for software version 10.0. It is also valid for subsequent software versions as long as no new document version is shipped with the product or is published at https://knowledge.opentext.com.

Open Text Corporation

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Tel: +1-519-888-7111 Toll Free Canada/USA: 1-800-499-6544 International: +800-4996-5440 Fax: +1-519-888-0677 Email: [email protected] FTP: ftp://ftp.opentext.com For more information, visit http://www.opentext.com

Copyright © by Open Text Corporation, Open Text Inc.

Open Text Corporation is the owner of the trademarks Open Text, OpenText, The Content Experts, OpenText ECM Suite, OpenText eDOCS, eDOCS, OpenText FirstClass, FirstClass, OpenText Exceed, OpenText HostExplorer, OpenText Exceed OnDemand, OpenText Exceed 3D, OpenText Exceed Freedom, OpenText Exceed PowerSuite, OpenText Exceed XDK, OpenText NFS Solo, OpenText NFS Client, OpenText NFS Server, OpenText NFS Gateway, OpenText Everywhere, OpenText Real Time, OpenText Eloquent Media Server, OpenText Integrated Document Management, OpenText IDM, OpenText DocuLink, Livelink, Livelink ECM, Artesia, RedDot, RightFax, RKYV, DOMEA, Alchemy, Vignette, Vizible, Nstein, LegalKEY, Picdar, Hummingbird, IXOS, Alis Gist-in-Time, Eurocortex, Gauss, Captaris, Spicer, Genio, Vista Plus, Burntsand, New Generation Consulting, Momentum Systems, DOKuStar, and RecoStar among others. This list is not exhaustive.

All other products or company names are used for identification purposes only, and are trademarks of their respective own-ers. All rights reserved.

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Table of Contents

1 Introduction ............................................................................... 5 1.1 Product documentation ............................................................................ 5 1.2 Contact information .................................................................................. 6

2 Checking prerequisites............................................................. 7 2.1 Required knowledge ................................................................................ 7 2.2 Terms and definitions............................................................................... 7 2.3 SAP prerequisites .................................................................................... 7 2.4 Installation tool ......................................................................................... 8 2.5 Password control...................................................................................... 9 2.6 Web Dynpro configuration ....................................................................... 9

3 Installing Basis package......................................................... 11 3.1 Installing package .................................................................................. 11 3.2 Configuring components ........................................................................ 13 3.2.1 Configuring rendition management........................................................ 13 3.2.2 Configuration for Java Viewer/Web Viewer ........................................... 14 3.2.3 Setting number ranges........................................................................... 21 3.2.4 Defining authorizations .......................................................................... 22 3.2.5 Defining settings for logging................................................................... 22 3.2.6 Defining settings for optional sample projects ....................................... 22 3.3 Rendition management .......................................................................... 23 3.4 Forms Management ............................................................................... 24 3.4.1 General information................................................................................ 24 3.4.2 Installing Forms Management................................................................ 24 3.4.3 Authorizations ........................................................................................ 25 3.5 DesktopLink ........................................................................................... 25 3.5.1 General information................................................................................ 25 3.5.2 Authorizations ........................................................................................ 26 3.6 Imaging Integration ................................................................................ 26 3.6.1 General information................................................................................ 26 3.6.2 Checking Java version on clients........................................................... 26 3.7 DocuLink ................................................................................................ 27 3.7.1 General information................................................................................ 27 3.7.2 Authorizations ........................................................................................ 27 3.7.3 Testing the DocuLink installation ........................................................... 28

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4 Installing ERP option package................................................29 4.1 Installing package .................................................................................. 29

5 Installing CRM option package...............................................31 5.1 Installing package .................................................................................. 31

6 Upgrading.................................................................................33 6.1 Upgrading to OpenText Archiving and Document Access for SAP

Solutions 10.0.0 ..................................................................................... 33 6.1.1 Delta upgrade from version 9.8.0 to 10.0.0 ........................................... 33 6.1.2 Upgrade from versions prior to 9.8.0 ..................................................... 35 6.1.3 OpenText Employee File Management 2.5 ........................................... 35 6.2 Upgrading the SAP system.................................................................... 36 6.2.1 Exchange upgrades ............................................................................... 36

7 Handling communication protocols .......................................39 7.1 Maintaining OLE application .................................................................. 39 7.2 Maintaining SAP ArchiveLink application .............................................. 41 7.3 Maintaining viewer components............................................................. 46 7.4 Assigning protocols to logical archives (content repositories) ............... 48

8 Troubleshooting ......................................................................51

IDX Index .........................................................................................53

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Chapter 1 Introduction

OpenText Archiving and Document Access for SAP Solutions consists of the following software packages (for the current version numbers, check the latest Release Notes in the OpenText Knowledge Center):

• OpenText SAP Basis package

• OpenText SAP ERP package (optional)

• OpenText SAP CRM package (optional)

• Enterprise Library package

• OpenText Imaging Clients package

• OpenText Imaging ExchangeLink (optional)

• OpenText Imaging NotesLink (optional)

1.1 Product documentation You can find the product documentation as follows:

• The documentation of all products and all supported versions is available in the OpenText Knowledge Center.

Note: You can find the latest information on manuals and online help files for each product in the corresponding Release Notes. This includes the identification codes of the current documentation.

This document describes the installation and upgrade process in the SAP environment only, i.e. it includes the OpenText SAP Basis add-on package, the OpenText SAP ERP add-on package, and the OpenText SAP CRM add-on package. For information on the other packages, see the individual installation guides. For information on supported hardware and software platforms, check the OpenText Archiving and Document Access for SAP Solutions Release Notes.

Important

Note that there may be a more recent version of this installation guide in the OpenText Knowledge Center. Look there for the most up-to-date version.

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1.2 Contact information OpenText Online (http://online.opentext.com/) is a single point of access for the product information provided by OpenText. You can access the following support sources through OpenText Online:

• Communities

• Knowledge Center

OpenText Online Communities (http://communities.opentext.com/communities/livelink.exe/open/OpenTextOnlineCommunity) provide the following resources:

• Usage tips, help files, and best practices for customers and partners.

• Information on product releases.

• User groups and forums where you can ask questions of OpenText experts.

The OpenText Knowledge Center (https://knowledge.opentext.com) is OpenText's corporate extranet and primary site for technical support. The Knowledge Center is the official source for the following:

• Product downloads, patches, and documentation including Release Notes.

• Discussion forums, Online Communities, and the Knowledge Base.

• OpenText Developer Network (OTDN), which includes developer documentation and programming samples for OpenText products.

If you need additional assistance, you can find OpenText Corporate Support Contacts at http://support.opentext.com/.

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Chapter 2 Checking prerequisites

2.1 Required knowledge The following knowledge is required from the person dealing with the installation as described in this document:

• In-depth knowledge of SAP administration tasks, in particular the SAP Add-On Installation Tool (SAINT).

• Basic knowledge of the employed operating system.

• Basic knowledge of the Enterprise Library.

2.2 Terms and definitions When describing the installation, the following terms and definitions are used:

DPA Name of the system used by OpenText

OTEXxxx Package with the ID xxx

<SID> System ID of the system used by the user

<MDT> Client into which the import will take place

/usr/sap/trans/EPS/in Package directory in the user's system

2.3 SAP prerequisites Check the following prerequisites prior to installation:

SAP support packages Check the latest version of the Release Notes in the OpenText Knowledge Center for required support packages for the employed SAP system prior to installation!

Transport system The SAP application transport system is installed, or in other words, the jobs RDDPUTPP and RDDIMPDP are set up in the correct clients (scheduled to run periodically or event-triggered).

OSS notes Check the following OSS notes to avoid known problems with the SAP Add-On Installation Tool (SAINT):

• SAP 7.00 - OSS note 822380

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• SAP 6.40 - OSS note 672652

• SAP 6.20 - OSS note 484219

• Installation information - OSS note 1486406

• SAPCAR tool - OSS note 212876

Check the following OSS notes to avoid known problems related to the activation of the Business Configuration sets (BC sets):

• OSS note 1015139

• OSS note 1036876

• OSS note 1274142

Patch levels Patch level for SAP ERP 6.0 The minimum requirement for software components SAP_BASIS and SAP_ABA is release 700, patch level 16. This patch level is required for enhanced functionality (e.g. additional icons in the GOS attachment list) based on the SAP enhancement technology.

System upgrade When you have to upgrade your SAP system and you already installed OpenText Archiving and Document Access for SAP Solutions using packages, you have to use the upgrade packages. For more details, see “Upgrading the SAP system” on page 36.

Note: The documentation is updated regularly; therefore, check for the latest version in the OpenText Knowledge Center.

2.4 Installation tool OpenText Archiving and Document Access for SAP Solutions uses the SAP Add-On Installation Tool (SAINT) for installation. SAINT uses single PAT files (extension *.PAT) which integrate several transport files; these collections are also called packages.

On the product CD, the single PAT files are archived in SAPCAR files (extension *.SAR) that can be extracted using the SAPCAR command line tool. The different SAPCAR files are located in a DATA folder below the respective package folder named as the package and SAP release (e.g. INST_BAS_620/DATA/OTEXBAS_INST_1000_620.SAR contains the archived PAT file to install the package for SAP basis release 6.20).

Note: The handling of the installation procedure within SAINT differs depending on the SAP system used. For more details, see the respective SAP documentation.

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2.5 Password control Every single installation package for OpenText Archiving and Document Access for SAP Solutions is protected with a specific password. During the installation, this password is requested by SAINT. For more details, see the following table:

Table 2-1: Installation packages and passwords

Package Release Designation Password

OTEXBAS 1000_620 OpenText Archiving and Document Access for SAP Solutions Basic Component 10.0.0

AE80C0145D

1000_640 OpenText Archiving and Document Access for SAP Solutions Basic Component 10.0.0

AD80C0145D

1000_700 OpenText Archiving and Document Access for SAP Solutions Basic Component 10.0.0

AC80C0145D

OTEXERP 1000_470 OpenText Archiving and Document Access for SAP Solutions ERP Component 10.0.0

AE87D3175D

1000_500 OpenText Archiving and Document Access for SAP Solutions ERP Component 10.0.0

AD87D3175D

1000_600 OpenText Archiving and Document Access for SAP Solutions ERP Component 10.0.0

AC87D3175D

OTEXCRM 1000_500 OpenText Archiving and Document Access for SAP Solutions CRM Component 10.0.0

AC81D30A5D

A possible delta upgrade (i.e. an upgrade from version 9.8.0 to version 10.0.0 while keeping the same SAP release) is also performed with SAINT. For version 10.0 this upgrade is also performed with the help of the respective installation package in transaction SAINT.

2.6 Web Dynpro configuration Configuring Web Dynpro comprises the following stages:

• General Web Dynpro configuration of the web application server(s) which provide the Web Dynpro UI (such as configuration of the ICM, activating services, etc.). For details see the SAP documentation.

• Check the activation of the following services by executing the SICF transaction:

• <Path of Web Dynpro services>/ixos/dc

• <Path of Web Dynpro services>/ixos/dcview

To configure the Web Dynpro UI for the ArchiveLink Full Text Search, see section 28.1.1.1 "Technical prerequisites" in OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS) and section 28.1.4.2 "Configuring Web

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Dynpro search application" in OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

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Chapter 3 Installing Basis package

This chapter describes the installation of the Basis package of the OpenText Archiving and Document Access for SAP Solutions on an SAP application server. Read also the chapter “Checking prerequisites” on page 7 with general information on installation in an SAP environment.

The Basis package contains several basic functions that are required by other components of the OpenText Archiving and Document Access for SAP Solutions:

• Basic components

• Rendition management

• Forms management

• DesktopLink

• Imaging integration

• Migration management

• DocuLink

• DocuLink Web UI (based on Web Dynpro framework)

Tip: The Basis package also includes the OpenText License Report function that is described in more detail in the section 30 "OpenText License Report" in OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

3.1 Installing package The basic components are installed with the Basis package.

To install Basis package:

1. Copy the respective SAPCAR file (*.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.e. the parent folder of the DIR_EPS_ROOT folder).

File Source path Target path

OTEXBAS_*_*_*.SAR INST_BAS_<Release>\DATA\ /usr/sap/trans

2. Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command: SAPCAR –xvf <name of SAPCAR file>

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The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file.

3. Carry out import of package as described in the respective SAP documentation.

4. After import has been finished, continue with the activation of the BC sets.

For every client, the Business Configuration Sets (BC Sets) must be activated after installation.

To activate BC sets:

1. Execute the SCPR20 transaction.

The Business Customizing Set screen appears

2. Activate the BC Sets in the following sequence:

• /OTEXBAS/BASIS_ARCHIVING_1

• /OTEXBAS/DOCULINK_ALL1000

• /OTEXBAS/VIEWER_CUSTOMIZING

Note: For more details, see the SAP documentation.

3. If you experience errors during BC Set activation, repeat the respective activation procedure up to 3 times.

For every client, the default project $GARMISCH is required by DocuLink.

To create the DocuLink project $GARMISCH initially:

1. Execute the J6NA transaction.

2. Execute the item Initial creation of project $GARMISCH.

The start screen of the /IXOS/DC_A_CREATE_GARMISCH report is displayed.

3. To actually create the DocuLink project $GARMISCH on your client, select the checkbox Create $GARMISCH. Execute the report by pressing the F8 function key.

The program confirms the execution with a message Project $GARMISCH created.

4. Exit the report and the J6NA transaction and execute the J6NP transaction.

In the list of the existing DocuLink projects, the project $GARMISCH is listed.

Note: This DocuLink project $GARMISCH may not be modified manually. It must either be created with the initial report or imported by a transport.

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To export the DocuLink project $GARMISCH from your customizing client:

1. Execute the J6NP transaction.

The DocuLink: Customizing: Project Overview dialog is displayed.

2. Click on the $GARMISCH item to position the cursor on this DocuLink project.

3. Click the icon or press SHIFT-F6.

The Transport version(s) dialog is displayed.

4. Keep the settings as they are and click the Continue button or press ENTER.

You are prompted to select a transport request.

5. Create a customizing request and click the Continue button or press ENTER.

6. After the transport request was created, you may leave the J6NP transaction and follow the standard procedure as described by SAP to release a customizing transport request.

Regarding the export of DocuLink projects as customizing transport requests, refer also to the chapters section 8.3.1 "Standard functions in the tab view" in OpenText DocuLink for SAP Solutions - Customizing and Administration Guide (DC-CGD) and section 9.2 "The versions" in OpenText DocuLink for SAP Solutions - Customizing and Administration Guide (DC-CGD).

Important

The customizing tables which contain the content of the DocuLink project customizing are flagged with Log data changes, i.e. you may use the SCU3 (table history) transaction to track any changes in the DocuLink project customizing.

3.2 Configuring components

3.2.1 Configuring rendition management After successful installation of the Basis package, you may configure the Rendition Server API.

To configure Rendition Server API:

1. Execute the SM30 transaction to maintain the tables /IXOS/RSA_T_CONF and /IXOS/RSA_T_RENS (see OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS)).

Note: The following steps are only required when rendition management shall be used within DocuLink.

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2. Execute the SM30 transaction to maintain the table /IXOS/RSA_T_TAFO containing the target formats used in the Rendition Task Profiles (table IXOS/RSA_T_CONF). The following value pairs are valid:

Document class MIME type of a Web object

PDF application/pdf

TIF image/tiff

TXT text/plain

ORIGINAL original

This standard setting of table /IXOS/RSA_T_TAFO is also delivered by activating the BC set /OTEXBAS/DOCULINK_ALL1000. The MIME type =original has to be in lower case letters. In the DocuLink Rendition Server task profile, this special type can be used to download the files without converting them.

3. Execute the DocuLink administration transaction J6NA to maintain the tables /IXOS/RSA_T_CONF and /IXOS/RSA_T_RENS.

3.2.2 Configuration for Java Viewer/Web Viewer Note: The customizing procedure with the /ixos/oa_cust table has been superseded by the parameters defined in the new /ixos/oa_cust_a table.

By default, documents that are opened from within the SAP GUI are displayed in the SAP viewer, or, if it is installed, in Windows Viewer. Compared to the SAP viewer, Windows Viewer offers additional functionality to edit documents, however, it requires an additional client installation. If you would like to take advantage of additional viewer functionality without an additional installation process, you can use the Java Viewer or the Web Viewer.

To do so, you may configure the viewer integration on the SAP server in a way that the required viewer will be used.

To maintain the imaging integration:

• Activate the user exit to use a different viewer other than the standard SAP viewer:

a. Execute the SE16 transaction and open the TOAEX table.

b. Create a new entry with these values:

EXIT_ID = OA_OBJECTDISPLAY_01

ACTIVE = X

EXIT_FUB = /IXOS/OA_X_OA_OBJECTDISPLAY_01

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c. To use a different viewer also for SAPGUI for JAVA create the following entries with these values:

Entry for SAP BASIS 620 or 640

EXIT_ID = OA_OBJECTDISPJAVA_01 ACTIVE = XEXIT_FUB = /IXOS/OA_X_OA_OBJECTDISPLAY_01

Entry for SAP BASIS 700

EXIT_ID = OA_DISPLAYJAVA_01 ACTIVE = XEXIT_FUB = /IXOS/OA_X_OA_OBJECTDISPLAY_01

After installation, the viewer components must be configured and customized using the following tables:

• /ixos/oa_cust_aGeneral settings, default values used

• /ixos/oa_doctype Document classes and their viewer types (if not defined, the default viewer for ArchiveLink documents will be used)

• /ixos/oa_locales Languages used (optional, for Web Viewer only)

• /ixos/oa_iprange IP settings used to optimize network performance (optional, for Web Viewer only)

• /ixos/oa_cust3 Force MimeType settings to display documents

To configure the external viewer:

1. Execute the SM30 transaction and open the /ixos/oa_cust_a table.

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2. Define the following settings:

Path and Script/appl For the Web Viewer only: Storage location of the viewer script. By default this is: /cgi-bin/JAVAVW/ixosjv.pl

For theWeb Viewer 9.6 only: By default the value is: WebViewer

Use Java-/Webviewer Possible values:

No No external viewer is used.

Yes, if winviewer is not installed locally The external viewer specified in the Type of Viewer field is used if the Windows Viewer is not installed locally.

Yes, if SET/GET parameter /IXOS/OA_JV = X User-specific configuration; if the SET/GET parameter /IXOS/OA_JV = X(defined in the user profile), the external viewer specified in the Type of Viewer field is used.

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Yes The external viewer specified in the Type of Viewer field is always used.

Type of Viewer Possible values:

Java Viewer Java Viewer

Web Viewer Web Viewer

Disable Caching Specifies whether the information on the cache server stored in ArchiveLink Cache customizing is used when generating the URL.

Disable Applet Inpl. For the Java Viewer only: Specifies whether the Java Viewer is started in its own browser window. The height and width of this window can be defined using the subsequent Viewer window width and Viewer window heigth parameters.

Use cached build For the Java Viewer only: Deprecated parameter that does not work with Java Viewer 9.5.x or later. If you use Java Viewer 9.5.x or later, ignore this parameter.

Use https If activated, the secure HTTPS protocol is used when the script is run.

3. If you selected the Web Viewer option above in the Type of Viewer field, you can specify the following additional parameters for default settings:

Don't show Thumbs Deactivates the default display of thumbnails.

Don't show Header Deactivates the default display of the header line.

Show Notes Activates the default display of document notes.

Open in curr. Window Stops Web Viewer from opening a new browser window; viewer uses current window instead.

Authority Check Activates evaluation of authorization object J_6NV_WEBV which defines rules for accessing and processing documents.

4. The following step describes the former customizing procedure with the /ixos/oa_cust table.

Note: Note that the above procedure substitutes the use of the /ixos/oa_cust table.

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If documents are stored in a logical archive on an archive server where Java Viewer or Web Viewer is not installed, you can specify a different server to start the viewer from in the /ixos/oa_cust table.

a. Execute the SE16 transaction and open the /ixos/oa_cust table.

b. Define the following parameters:

ARCHIV_ID ID of the logical archive for which the settings are defined

HTTP_SERV Name of the HTTP server on which the viewer is installed. Use the syntax: <server name>:<port>

For the Web Viewer only: Enter the port for Tomcat.

SCRIPT For the Web Viewer only: Storage location of the viewer script. By default this is: <IXOS_ROOT>/w3/cgi-bin/JAVAVW/ixosjv.pl

For the Web Viewer 9.6 only: By default the value is: WebViewer

c. By default, the current SAP user is inserted in the URL when the viewer is started. You can deactivate this setting; however, as a result you can not create notes to a document in the Web Viewer. For the Java Viewer, the operating system user is inserted in this case, and notes can still be created.

To deactivate the insertion of the user parameter in the URL, select the DISABLE_USER option in the /ixos/oa_cust table.

To configure the document classes:

1. Execute the SM30 transaction and open the /ixos/oa_doctype table.

2. Define the following settings:

Type Enter the document extension without leading dot, e.g. JPG for JPEG image documents.

Viewer Type Enter the viewer type which will be used to display a specific type of docu-ment. The available values are Java Viewer or Web Viewer.

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Important

Only document types maintained in the table /IXOS/OA_DOCTYPE are opened with the JavaViewer or the Web Viewer; for all other documents, the default viewer for ArchiveLink documents will be used.

Document By default the following document and viewer type combinations are maintained (after activation of BC set /OTEXBAS/VIEWER_CUSTOMIZING):

Document Java Viewer Web Viewer

ALF x x

ASCII x x

FAX x x

GIF x x

JPEG x x

JPG x x

OTF x x

PDF x

TIF x x

TIFF x x

To configure the viewer languages:

1. Execute the SM30 transaction and open the /ixos/oa_locales table.

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2. Select the required language for the viewer.

Note: This setting does only apply to the Web Viewer components and does not influence the standard locale set for SAP.

3. To create an entry, click the New Entries button and specify the parameters for the new element.

In order to optimize the network performance, you can assign specific IP address ranges of a repository to a specific server. If the IP address of a client is within this specific range, then the Web viewer from the local server specified in the fields Servername:Port and Path and Script/appl is used to view documents.

To assign IP address ranges:

1. Execute the SM30 transaction and open the /ixos/oa_iprange table.

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2. Specify the content repository and the range of the IP addresses.

3. Specify the server and the required script in the Servername:Port field and the Path and Script/appl field respectively.

To configure the Force MimeType settings to display documents:

1. Execute the SE16 transaction and open the /ixos/oa_cust3 table.

2. Define the following parameters:

AR_OBJECT Document type for which the settings are defined.

FORCEMIMETYPE MIME type which should be used on a client to display documents for the corresponding document type. The MIME type settings (e.g. app/LLVIEW )have to be specified in the client registry.

An example for the client registry setting could be: [HKEY_CLASSES_ROOT\MIME\Database\Content Type\app/LLVIEW] ''extension''=''.fax''

3.2.3 Setting number ranges For the number range objects /IXOS/DCLO and /IXOS/DC_K, the number range interval 01 must be set by an authorized user.

To set /IXOS/DC_K:

Note: A number range for this object is only necessary if archiving is performed to tables which contain the document ID in the key.

1. Execute the SNRO transaction.

2. Enter /IXOS/DC_K as object.

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3. Click the Number ranges button.

4. Click the Change intervals button.

5. Click the Insert interval button.

6. Modify the interval 01:

From number = 1, To number = 9999999999.

7. Save your changes.

To set /IXOS/DCLO:

Note: The number range for the /IXOS/DCLO object is only necessary if the protocol feature is activated for the attribute objects.

• Repeat the procedure as described for the /IXOS/DC_K object, using the interval 01:

From number = 1, To number = 9999.

3.2.4 Defining authorizations You must set up authorizations and assign them to users. Some authorization profiles are also supplied by the following components of OpenText Archiving and Document Access for SAP Solutions:

• Forms Management see “Authorizations” on page 25 for details

DesktopLink see “Authorizations” on page 26 for details

DocuLink see “Authorizations” on page 27 for details

Tip: For an overview of authorization maintenance, see section 10.3 "Authorizations in SAP applications" in OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

3.2.5 Defining settings for logging To use the user action log, you must set the number range /IXOS/DCLO as described in “Setting number ranges” on page 21.For details on the user action log see OpenText DocuLink for SAP Solutions - Customizing and Administration Guide (DC-CGD).

3.2.6 Defining settings for optional sample projects Optional DocuLink sample projects are available as downloads; for more details, see section 2.6 "Sample projects overview" in OpenText DocuLink for SAP Solutions -

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Customizing and Administration Guide (DC-CGD). If you want to use these projects, you must define a number of additional settings in the SAP application.

• If you want to test the authorization check on data selection in the sample project Linked objects then you must also assign the users the profile J_6NB_PROF supplied with the sample project.

• In order to archive documents for customers within the document flow SD, the archive must be set correctly in OAC3 transaction for the link J_6NGDKOR (object type)/J_6NGDKORR (document type).

Note: Each customer has its own logical archive. Since we are not familiar with these archives, we supply our own archive name DU set as the default.

• In order to archive documents for customers in the sample project Linked objects, the archive must be set correctly in OAC3 transaction for the link J_6NG_CUST/J_6NG_CUST.

Note: Each customer has its own logical archive. Since we are not familiar with these archives, we supply our own archive name DU set as the default.

• Some number range intervals are required for the sample projects; use the SNRO transaction to maintain them:

• For $EX_LINK (Linked objects) and $EX_FOLDER (Folder demo (recurrent structure)) maintain interval 01 for the number range J_6NG_DIV. Enter 1000 as the starting number.

• For $EX_CMDEMO (Demo CM document model) maintain the same number range J_6NG_DIV, but with a different interval and distinct values, e.g. interval 02 from 1000000001 - 2000000000 if the interval 01 from 1000 -1000000000 was used for $EX_LINK.

3.3 Rendition management The rendition management consists of the OpenText Rendition Server API (also referred to as Rendition Server API) and two DocuLink monitoring projects called RSUMONITOR and RS_TRFC_ST. Both monitoring projects may be downloaded from the OpenText Knowledge Center. The Rendition Server API is a prerequisite for OpenText DesktopLink and is also required when document processing/output utilizing the OpenText Rendition Server shall be used in DocuLink.

The optional DocuLink monitoring projects called RSUMONITOR and RS_TRFC_ST are utilities to review the logs of document renditions processed by the Rendition Server API. RS_TRFC_ST is used for the display of the My job overview feature within DocuLink.

Notes:

• Rendition management also requires the installation of OpenText Rendition Server as described in the Open Text Rendition Server - Installation and Administration Guide (RS-IGD).

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Installation of the monitoring project is not mandatory for rendition management. It is intended as a help for the rendition log administration.

• After installation, you have to configure the rendition management. For details, see “Configuring rendition management” on page 13.

3.4 Forms Management

3.4.1 General information The following SAP partner name spaces are used:

• J8AF*

• J_8AF*

• J_8AS*

• /IXOS/FM

Message class is 81.

3.4.2 Installing Forms Management Forms for forms overlay can also be maintained in a OpenText TCP Context Server. This requires additional preparation.

To install Forms Management:

1. Perform the basis package installation with the SAINT tool (see “Installing package” on page 11).

2. Install the Business Application Integration (BAI) on the server for OpenText TCP Context Server.

3. Import the mapping configuration for Forms Management for OpenText TCP Context Server in OpenText TCP Modeler.

a. Start OpenText TCP Modeler.

b. Activate the BAI plug-in:

i. Go to the menu, select Tools - Options and click the Plug-Ins tab. Mark the TCP Mapping Tool check box in the list of available plug-ins.

ii. Restart OpenText TCP Modeler. Now, the Mapping Configuration node appears in the navigation area.

c. Right-click the Mapping Configuration node in the navigation area.

d. Select the Import Configuration command from the context menu.

e. Enter the path and file name of the mapping configuration file located on the OpenText Archiving and Document Access for SAP Solutions CD:

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Livelink SAP Common Package\Forms Management\DocModeler\-sap_OverlayForm.ixbxml

4. Perform the required customizing steps described in section 21 "OpenText Forms Management" in OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

3.4.3 Authorizations Authorization profiles have to be assigned to users who are working with Forms Management (see section 21.2 "Rights for OpenText Forms Management" in OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS) for details).

Example:

• Profile J_8AFM_ALL: Possesses all authorizations.

Tip: For an overview of authorization maintenance, see section 10.3 "Authorizations in SAP applications" in OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

3.5 DesktopLink In addition to the installation, you must perform the OpenText Imaging Clients installation on a client in order to work with OpenText DesktopLink.

3.5.1 General information Used SAP partner name spaces

The following SAP partner name spaces are used:

• J8AM*

• J_8AM*

• J_8AS*

• J8A3*

• J_8A3*

• /IXOS/DL*

• /IXOS/RS*

Message class is 81.

Special authorizations If you are using an SAP GUI 6.20 or higher, you require an additional authorization for the J8A8 transaction for DesktopLink 9.6.0. This is due to the new SAP shortcut technique implemented in these versions to support the new SAP GUI versions.

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3.5.2 Authorizations Authorization profiles have to be assigned to users who are working with DesktopLink (see section 17.1.6.2 "Authorizations" in OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS) for details).

Examples:

• Profile J_8AM_ALL: Authorizes the user to archive all object types.

• Profile J_8AM_ADM: Authorizes all utilization and customizing rights, including converting document formats and assigning target document classes.

Tip: For an overview of authorization maintenance, see section 10.3 "Authorizations in SAP applications" in OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

3.6 Imaging Integration

3.6.1 General information The Livelink Imaging Integration with SAP contains the integration of OpenText Imaging Java Viewer and OpenText Imaging Web Viewer with and RFC functions that allow generic calls of functions from Preindexing in OpenText Imaging Enterprise Scan.

Notes:

• See the compatibility matrix in the OpenText Knowledge Center to find out which versions of OpenText Imaging Enterprise Scan allow calls of functions.

• Implementation of calls of SAP functions during Preindexing in OpenText Imaging Enterprise Scan requires support from your OpenText consultant.

3.6.2 Checking Java version on clients The Java Viewer requires Java 1.4. In order to check whether this Java version is installed on the individual clients, you can add a small applet that checks the Java version on the client and displays an error message if the supported version is not found. The applet may, however, impair performance and is thus not activated by default. To enable checking, you need to remove the comment tags for the following lines in the Java Viewer script file ixosjv.pl:

<BODY> <!-- <APPLET CODEBASE = "/JAVAVW" CODE = "ixos.viewer.jvmchecker.JVMCheckerApplet" WIDTH = 1

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HEIGHT = 1 HSPACE = 0 VSPACE = 0 ALIGN = Middle ></APPLET> -->

Note: If no Java version is available on the client, the applet will not work.

3.7 DocuLink As part of the Basis package installation, the component OpenText DocuLink for SAP Solutions (short: DocuLink) is installed as well. Read also the chapter “Checking prerequisites” on page 7 with general information on installation in an SAP environment.

3.7.1 General information The following SAP partner name spaces are used:

• /IXOS/

• J6N*

3.7.2 Authorizations Some authorization profiles are also supplied by DocuLink which you can use as a basis to set up profiles (see section 25 "Authorizations" in OpenText DocuLink for SAP Solutions - Customizing and Administration Guide (DC-CGD) for details).

Examples:

• Profile J_6NG_MIN: Minimum profile for entry to DocuLink (without projects).

• Profile J_6NG_CREA: Display and create authorization for all projects.

• Profile J_6NG_ALL: Possesses all authorizations; suitable for testing DocuLink.

To modify authorizations:

1. Execute either the SU02 or PFCG (Profile Generator) transaction to modify the authorizations.

2. Each user must be assigned the minimum profile J_6NG_MIN as otherwise nothing will be visible when the user attempts to call DocuLink!

3. Enter a user to test the general authorization J_6NG_ALL. This user can then test all functions to ensure that they work and thus ensure that installation has been completed successfully.

4. After assigning authorizations, do not forget to log on to the SAP application system again.

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Tip: For an overview of authorization maintenance, see section 10.3 "Authorizations in SAP applications" in OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

3.7.3 Testing the DocuLink installation After the DocuLink installation has been completed, you can test the installation with the J6NY or the J6NP transaction in a SAP GUI in the client <MDT>.

If it is not possible to execute the transaction, reset all buffers using the /$SYNC or /$TAB transaction .

Note: This action is not recommended during live operation of the system.

Then repeat the installation.

To check the installation:

1. Execute the J6NY transaction in a SAP GUI in the client <MDT>.

2. Double-click a project in the J6NY transaction; the appropriate view(s) should appear.

Note: This is only possible if you have imported the supplied DocuLink sample projects. We recommend that you complete this optional import of the sample projects for testing purposes.

If no error message appears, the installation was successful.

However, if you receive the error message (OL 808)

The object with the runtime number '0' is not defined

the supplied object types could not be generated. In this case, perform the following procedure.

To generate object types:

1. Execute the SE80 transaction.

2. Enter J6NG as the development class.

3. Click the Display button.

4. Open the Business Engineering folder.

5. Open the Business object types folder.

6. For each of the listed object types:

a. Double-click the object type.

b. Click Generate.No success message appears.

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Chapter 4 Installing ERP option package

In addition to the Basis package, you may install the optional ERP package on ERP systems. The ERP package contains ERP-specific coding of the OpenText Archiving and Document Access for SAP Solutions.

4.1 Installing package To install ERP package:

1. Copy the respective SAPCAR file (*.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.e. the parent folder of the DIR_EPS_ROOT folder).

File Source path Target path

OTEXERP_*_*_*.SAR INST_ERP_<Release>\DATA\ /usr/sap/trans

2. Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command: SAPCAR –xvf <name of SAPCAR file>

The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file.

3. Carry out import of package as described in the respective SAP documentation.

Note: The optional ERP package does not contain any Business Customizing Sets (BC Sets).

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Chapter 5 Installing CRM option package

In addition to the Basis package, you may install the optional CRM package on CRM systems. The CRM package contains coding to support the CM hierarchy link range CRM in DocuLink and CRM-specific coding for the CIC integration as described in the OpenText DocuLink for SAP Solutions - Customizing and Administration Guide (DC-CGD).

5.1 Installing package To install CRM package:

1. Copy the respective SAPCAR file (*.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.e. the parent folder of the DIR_EPS_ROOT folder).

File Source path Target path

OTEXCRM_*_*_*.SAR INST_CRM_<Release>\DATA\ /usr/sap/trans

2. Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command: SAPCAR –xvf <name of SAPCAR file>

The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file.

3. Carry out import of package as described in the respective SAP documentation.

Note: The optional ERP package does not contain any Business Customizing Sets (BC Sets).

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Chapter 6 Upgrading

Depending on your current system configuration, you may perform one of the following:

• “Upgrading to OpenText Archiving and Document Access for SAP Solutions 10.0.0” on page 33

• “Upgrading the SAP system” on page 36

In both cases, OpenText provides special upgrade packages.

6.1 Upgrading to OpenText Archiving and Document Access for SAP Solutions 10.0.0 Upgrading to OpenText Archiving and Document Access for SAP Solutions 10.0.0 is only tested as upgrade from version 9.8.0; for details see “Delta upgrade from version 9.8.0 to 10.0.0” on page 33.

The direct upgrade from versions prior to 9.8.0 requires special care; for details see “Upgrade from versions prior to 9.8.0” on page 35.

6.1.1 Delta upgrade from version 9.8.0 to 10.0.0 The upgrade from OpenText Archiving and Document Access for SAP Solutions 9.8.0 to OpenText Archiving and Document Access for SAP Solutions 10.0.0 is called a delta upgrade, because the version of OpenText’s Add-On package changes while the SAP release remains unchanged. With version 10.0.0 no specific delta upgrade packages are delivered. Instead the upgrade is done by installing the respective installation package in transaction SAINT.

The following delta upgrades are supported:

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Table 6-1: Delta upgrades

Previous add-on release Installation package required

OTEXBAS 0980_620 OTEXBAS_INST_1000_620.SAR

OTEXBAS 0980_640 OTEXBAS_INST_1000_640.SAR

OTEXBAS 0980_700 OTEXBAS_INST_1000_700.SAR

OTEXERP 0980_470 OTEXERP_INST_1000_470.SAR

OTEXERP 0980_500 OTEXERP_INST_1000_500.SAR

OTEXERP 0980_600 OTEXERP_INST_1000_600.SAR

OTEXCRM 0980_500 OTEXCRM_INST_1000_500.SAR

Important

For CRM 5.0 and higher, only the installation package OTEXCRM_INST_1000_500 is available. As the CRM functionality contained in OTEXCRM runs under CRM 5.0 and higher, no other separate OTEXCRM package is released.

Tip: Use the SAINT transaction to get an overview of the add-ons installed on your SAP system.

To perform a delta upgrade procedure:

1. Select the appropriate upgrade package from the table “Delta upgrades” on page 34.

2. Copy the required SAPCAR files (*.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.e. the parent folder of the DIR_EPS_ROOT folder).

File Source path Target path

OTEX*_DELT_*_*.SAR DELT_*_<Release>\DATA\ /usr/sap/trans

3. Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command: SAPCAR –xvf <name of SAPCAR file>

The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file.

4. Carry out import of package as described in the respective SAP documentation.

After the upgrade, most of the customizing and configuration will not change.

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5. For activation of BC sets of OTEXBAS, check the following:

• /OTEXBAS/BASIS_ARCHIVING_1Needs not to be activated if the BC set with the same name has already been activated for version 9.6.2.

• /OTEXBAS/DOCULINK_ALL1000 This BC set also contains customizing of table /IXOS/RSA_T_TAFO, see “Configuring rendition management” on page 13. All other content is identical to the BC sets with similar name of previous versions 9.6.2 and 9.8.0.

• /OTEXBAS/VIEWER_CUSTOMIZING Needs not to be activated if you already have done viewer customizing for the previous version.

Tip: If you want to use additional features after upgrading to 10.0.0 (i.e. features not used in version 9.8.0), refer to “Configuring components” on page 13 for details.

6.1.2 Upgrade from versions prior to 9.8.0 OpenText does not recommend direct upgrades from older SAP Solution versions than 9.8.0. The direct upgrade paths from OpenText Add-Ons of version 9.8.0 to version 10.0.0 are the only ones which are fully verified by OpenText and are also verified during an additional validation by SAP. If an older version of DocuLink, DesktopLink or Livelink ECM – Suite for SAP Solutions is already installed on your SAP system, you have to follow an upgrade path which leads you to version 9.8.0 before further upgrade to 10.0.0. Depending from which original version you start, there may be SAP system upgrades required.

Note: Contact your OpenText consultant for planning your individual upgrade strategy.

6.1.3 OpenText Employee File Management 2.5 The OTEXEIM 0250_... add-on packages of OpenText Employee File Management 2.5 works together with the respective OTEXBAS 0962_... add-ons of OpenText Archiving and Document Access for SAP Solutions 9.6.2. They contain some objects which were migrated to the OTEXBAS 0980_... add-on packages of OpenText Archiving and Document Access for SAP Solutions 9.8.0. Therefore customers with an installation of OTEXEIM 0250_... should always do the combined upgrade with the upgrade packages OTEXEIM 0300_... and OTEXBAS 0980_... before upgrading to version OTEXBAS 1000_... of OpenText Archiving and Document Access for SAP Solutions 10.0.0. Please read the installation and upgrade guides and Release Notes of OpenText Employee File Management for more details.

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6.2 Upgrading the SAP system

Disclaimer

When you upgrade an SAP release (R/3, ERP, CRM) to a higher release, the system automatically recognizes that an SAP add-on is installed and requests the respective upgrade package. This way the standard SAP upgrade procedure also updates the OpenText Archiving and Document Access for SAP Solutions add-ons to the relevant version.

Caution If you import an upgrade into an SAP system with OpenText Archiving and Document Access for SAP Solutions and the data of the respective upgrade packages is not read (upgrade phase IS_SELECT), the OpenText Archiving and Document Access for SAP Solutions add-on (i.e. OTEXBAS, OTEXERP,OTEXCRM) will no longer work after the upgrade procedure. Since the status of the system is then inconsistent, OpenText can no longer accept any liability.

Note that only in the cases listed in Table 6-2 on page 37, the existing add-ons may be kept (KEEP in upgrade phase IS_SELECT).

6.2.1 Exchange upgrades When you have to upgrade your SAP system where OpenText Archiving and Document Access for SAP Solutions (ADA) 10.0.0 is already installed, you must use the specific OpenText Archiving and Document Access for SAP Solutions exchange upgrade packages during the upgrade of the SAP system.

Note: Contact your OpenText consultant for planning your individual upgrade strategy.

The following exchange upgrades are supported:

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Table 6-2: Exchange upgrades for SAP system

Upgrade from ADA 9.8.0 on

Upgrade to Upgrade package required

SAP R/3 Enterprise 4.7 SAP ECC 6.0 SAP ERP 6.0 SAP ERP 6.0 EhP x

OTEXBAS_UPGR_1000_700.SAR OTEXERP_UPGR_1000_600.SAR

SAP ECC 5.0 SAP ERP 2004

SAP ECC 6.0 SAP ERP 6.0 SAP ERP 6.0 EhP x

OTEXBAS_UPGR_1000_700.SAR OTEXERP_UPGR_1000_600.SAR

SAP ERP 6.0 SAP ERP 6.0 EhP x

SAP ERP 6.0 EhP x No package; instead choose KEEP in the upgrade phase IS_SELECT of OTEXBAS and OTEXERP Vendor keys are required.

SAP CRM 5.0 SAP CRM 2007 SAP CRM 6.0

SAP CRM 5.0 SAP CRM 7.0

SAP CRM 2007 SAP CRM 6.0

SAP CRM 7.0

No package; instead choose KEEP in the upgrade phase IS_SELECT of OTEXBAS and OTEXCRM Vendor keys are required.

Notes:

• On ERP 6.0 systems with different enhancement packages, the base functionality delivered with OTEXBAS and OTEXERP is supported. If add-on packages OTEXBAS and OTEXERP of version 10.0.0 were already installed before upgrading the enhancement packages, then choose to “KEEP” these packages during upgrade phase IS_SELECT.

• On supported CRM releases (5.0 - 7.0), the base functionality delivered with OTEXBAS and OTEXCRM is supported. If add-on packages OTEXBAS and OTEXERP of version 10.0.0 were already installed before upgrading, then choose to “KEEP” these packages during upgrade phase IS_SELECT.

• For vendor keys please refer to the latest Release Notes of OpenText Archiving and Document Access for SAP Solutions in the OpenText Knowledge Center. Please read them also for further information regarding upgrades. In case you cannot find a suitable vendor key, contact OpenText support or SAP support.

To perform an exchange upgrade procedure:

1. Select the appropriate upgrade packages from the table “Exchange upgrades for SAP system” on page 37.

2. Copy the required SAPCAR files (*.SAR) from the product CD to the target SAP application server in the /usr/sap/trans folder (i.e. the parent folder of the DIR_EPS_ROOT folder).

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File Source path Target path

OTEX*_UPGR_*_*.SAR UPGR_*_<Release>\DATA\ /usr/sap/trans

3. Extract the SAPCAR file to the /usr/sap/trans/EPS/in folder with the following command: SAPCAR –xvf <name of SAPCAR file>

The resulting PAT file will be extracted to the EPS/in folder relative to the path of the SAPCAR file.

4. Follow the standard SAP system upgrade instructions. During upgrade phase IS_SELECT, select the upgrade type for the installed add-ons Upgrade with SAINT Package (applies to OTEXBAS, OTEXERP, packages).

Note: No passwords are required for the upgrade packages.

5. After the upgrade, no activation of BC sets is necessary.

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Chapter 7 Handling communication protocols

Communication protocols define the way a document class is handled in SAP applications. A protocol is assigned to an archive (content repository, storage system). This ensures that all documents of a document class held in the same archive (content repository) are handled in the same way.

Tip: For more information on protocols, see section 23.1.1.1 "Communication protocols in SAP applications" in OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).

This chapter describes the handling of the ArchiveLink communication protocols on an SAP application server. You have to perform a manual configuration of the two main protocols IX_OLEU1 and IX_HTTP2.

7.1 Maintaining OLE application The OLE applications for Livelink Archive Windows Viewer (ALVIEWER.APP) and Livelink Imaging: Enterprise Scan (IXOS.IXSCAN.SC2SAP) have to be modified or created if they do not exist yet.

To modify or create OLE applications:

1. Execute the SOLE transaction and go to change mode.

2. Check if OLE applications ALVIEWER.APP and IXOS.IXSCAN.SC2SAP exist.

3. Create or check the Livelink Archive Windows Viewer application using the following values:

OLE application ALVIEWER.APP

CLSID {30446849-11E3-11D0-9D4E-0020AFC0E4C0}

Type Info key NO_TYPELIB

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4. Click .

The ClassId (CLSID) is registered for the OpenText Imaging Windows Viewer application.

5. Execute the SOLE transaction and go to change mode.

6. Create or check the OpenText Imaging Enterprise Scan application using the following values:

OLE application IXOS.IXSCAN.SC2SAP

Version number 3.5

CLSID {51F3EF73-DB09-11CF-8B31-0020AFF270C3}

Type Info key NO_TYPELIB

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7. Click .

The ClassId (CLSID) is registered for the OpenText Imaging Enterprise Scan application.

7.2 Maintaining SAP ArchiveLink application If the ArchiveLink applications do not already exist, you have to create them manually.

The following ArchiveLink applications must be present:

• IXSCAN

• IXVIEWER

• IXVIEWERURL

• IXVIEWERURLOA

To modify or create ArchiveLink application:

1. Execute the OAA4 transaction (ArchiveLink Application Maintenance). If not already listed, create the ArchiveLink applications listed above (IXSCAN,IXVIEWER, IXVIEWERURL, IXVIEWERURLOA).

2. Double-click the specific ArchiveLink application entry for additional configuration.

All functions for the selected ArchiveLink application are listed.

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3. Double-click a specific function to maintain or modify its settings.

The following shows the maintaining screen of function Archive from frontend for the ArchiveLink application IXSCAN as an example.

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4. Enter the application name, specify events (M - Method, S - Set, G- Get) and the corresponding commands according to the following tables.

Note: In the following tables, only maintained functions are explicitly listed; all other functions should not be changed!

IXSCAN

Function Application Event Command

Archive from Frontend

IXOS.IXSCAN.SC2SAP

M SendDoc2DP @AID,

G @DID=DocID

G @EID=ErrorID

Store File on Frontend

IXOS.IXSCAN.SC2SAP

M SaveActiveDocMultipage 0

G @DPA=DocPathName

G @EID=ErrorID

IXVIEWER

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Function Application Event Command

Display Stored Document

ALVIEWER.APP S Language=@LAN

M ShowAppWindow

M OpenDocumentSimple @WID,@AID,@DID,@WIT,@UID

G @EID=R3ReturnCode

Retrieval on Frontend

ALVIEWER.APP M GetDocument @AID,@DID,@DPA, ,

G @EID=R3ReturnCode

Display Local File

ALVIEWER.APP M ShowAppWindow

M OpenDocumentFromFiles @WID,@DPA,@DTI,@WIT,@UID

G @EID=R3ReturnCode

Archive from Frontend

ALVIEWER.APP M ArchiveDoc @AID,

G @DID=DocID

G @EID=ErrorID

Store File on Frontend

ALVIEWER.APP M GetDocument @AID,@DID,@DPA,,

G @EID=R3ReturnCode

Close Window ALVIEWER.APP M CloseStack @WID

IXVIEWERURL

Function Application Event Command

Display Stored Document

ALVIEWER.APP S Language=@LAN

M ShowAppWindow

M OpenDocumentSimpleUrl @WID,@URL,@WIT,@UID

G @EID=R3ReturnCode

Retrieval on Frontend

ALVIEWER.APP M GetDocument @AID,@DID,@DPA, ,

G @EID=R3ReturnCode

Display Local File

ALVIEWER.APP M ShowAppWindow

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Function Application Event Command

M OpenDocumentFromFiles @WID,@DPA,@DTI,@WIT,@UID

G @EID=R3ReturnCode

Archive from Frontend

ALVIEWER.APP M ArchiveDoc @AID,

G @DID=DocID

G @EID=ErrorID

Store File on Frontend

ALVIEWER.APP M GetDocument @AID,@DID,@DPA,,

G @EID=R3ReturnCode

Close Window ALVIEWER.APP M CloseStack @WID

IXVIEWERURLOA

Function Application Event Command

Display Stored Document

ALVIEWER.APP S Language=@LAN

M OpenDocumentSimpleUrl @WID,@URL,@WIT,@UID

G @EID=R3ReturnCode

Display Local File

ALVIEWER.APP M ShowAppWindow

M OpenDocumentFromFiles @WID,@DPA,@DTI,@WIT,@UID

G @EID=R3ReturnCode

Archive from Frontend

ALVIEWER.APP M ArchiveDoc @AID,

G @DID=DocID

G @EID=ErrorID

Store File on Frontend

ALVIEWER.APP M GetDocument @AID,@DID,@DPA,,

G @EID=R3ReturnCode

Close Window ALVIEWER.APP M CloseStack @WID

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7.3 Maintaining viewer components These protocol settings determine which viewer component will be used for document display:

• IX_HTTP2 For document display, the Web browser is invoked.

• IX_OLEU1 For document display, the OpenText Imaging Windows Viewer will be invoked via OLE.

The protocols have to be modified or created if they do not exist yet.

To modify or create protocols:

1. Execute the OAA3 transaction (Protocol settings Maintenance). If not already listed, create the protocols listed above (IX_HTTP2, IX_OLEU1).

2. Double-click on the specific protocol entry.

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The Overview of Protocol screen appears; a tree view shows the details of the respective ArchiveLink protocol.

3. Double-click on a specific function.

A list of related document classes is displayed.

4. For explicit maintenance, select the combo box item of the required document class and then double-click on the document class entry.

The following shows the settings screen for the document class ALF.

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5. Modify the settings according to the following tables.

IX_HTTP2 protocol

Function Doc.class Communication Type

Application

Display Stored Docu-ment

ALF OPEN_V_URL IXVIEW-ERURL

Display Stored Docu-ment

MSG ARCHIVELINK

Archive from frontend FAX , JPG OPEN IXSCAN

Close Window * OPEN DUMMY

IX_OLEU1 protocol

Function Doc.class Communication Type

Application

Display Stored Docu-ment

* , ALF , FAX , JPG , OTF , PDF , TIF

OPEN_V_URL IXVIEW-ERURLOA

Retrieval Frontend * OPEN IXVIEWER

Display Local File * ARCHIVELINK

Archive from frontend FAX , JPG OPEN IXSCAN

Close Window * OPEN DUMMY

Close Window ALF , FAX , JPG , OTF , PDF , TIF

OPEN IXVIEWER

6. Click to store the settings.

7.4 Assigning protocols to logical archives (content repositories) These protocol settings define the protocol to be used for all documents in a specific logical archive.

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7.4 Assigning protocols to logical archives (content repositories)

ER100000-IGD-EN OpenText Archiving and Document Access for SAP Solutions 49

To assign a protocol to a logical archive:

1. Execute the OAC0 transaction.

2. Select an already created logical archive and click the Full Administration button.

3. Enter either IX_HTTP2 or IX_OLEU1 in the Protocol field.

4. Click to store the settings.

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ER100000-IGD-EN Installation and Upgrade Guide 51

Chapter 8 Troubleshooting

When general problems occur during installation, check the following points, or carry out the tasks described:

1. Check if the SAP basis version on your system is supported by the component you would like to install (see the latest Release Notes in the Knowledge Center).

2. For Oracle database only: Check whether the OracleTCPListener has been started on the SAP database server.

3. Check the transport directory in the /usr/sap/trans/bin/TPPARAM file; it should be specified as the global parameter transdir. Copy the data and the co-file into this directory. Repeat the addtobuffer and import commands.

4. Modify the TPPARAM file so that the comments are on a separate line like in the following example:

# SID <SID>/dbname = <SID> # TCP/IP name of transport host <SID>/dbhost = <TRNASHOST> # <DBTYPE>: ora sqd mss <SID>/dbtype = <DBTYPE> # normally PATH linked to \\<TRANSHOST>\sapmnt\<SID>\SYS\exe\run <SID>/r3transpath = R3trans.exe # normally PATH linked to \\<TRANSHOST>\sapmnt\<SID>\SYS\exe\run <SID>/sapevtpath = sapevt.exe

5. Check if the correct authorizations and number ranges were defined.

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ER100000-IGD-EN Installation and Upgrade Guide 53

Index

$GARMISCH 12

AArchiveLink

applications 41 communication protocols 39

assigning protocols 48 authorization profiles 22, 25, 26, 27

BBAI plug-in 24 Basis package 11 BC Sets 7, 11

Ccommunication protocols 39 CRM option 31 CRM package 31

Ddefault project

$GARMISCH 12 delta upgrade 33 DesktopLink 25 displaying documents

Java Viewer 14 Web Viewer 14

DocuLink 22, 27 examples 29 testing 28

document classes 18

EERP option 29 ERP package 29 exchange upgrade 36

FForms Management 24

forms management installation 24 forms overlay 24

Iimaging integration 14, 26 installation packages

passwords 9IP address ranges 14 IX_HTTP2 protocol 46, 48 IX_OLEU1 protocol 46, 48

JJava version on clients 26 Java Viewer

configuration 14

LLivelink Archive Windows Viewer 39 Livelink Imaging Enterprise Scan 39 logical archives 48

MMIME type settings 14

OOLE application 39 OpenText Imaging Java Viewer 26, 26 OpenText Imaging Web Viewer 26 OpenText Online 6OracleTCPListener 51 OSS notes 7

Ppackages

Basis 11 CRM 31 delta upgrades 34 ERP 29 exchange upgrades 37

password installation packages 9

PAT files 8

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Index

54 Installation and Upgrade Guide ER100000-IGD-EN

patch levels 8prerequisites 7projects

RS_TRFC_ST 23 RSUMONITOR 23

protocols IX_HTTP2 48, 48 IX_OLEU1 48, 48 settings 46

Rrendition management 23 rendition server API 23 RS_TRFC_ST project 23 RSUMONITOR project 23

SSAINT 7

files 8password 9

sample projects 22 SAP Add-On Installation Tool

See “SAINT” SAP partner name spaces 24, 25, 27 SAP system upgrading 33 SAPCAR files 8

Ttables

/ixos/oa_cust 18, 18 /ixos/oa_cust3 14 /ixos/oa_cust_a 15 /ixos/oa_doctype 18 /ixos/oa_iprange 14 /ixos/oa_locales 19 TOAEX 14

transactions /$SYNC 28 /$TAB 28 J6NA 11 J6NP 11 J6NY 28 OAA3 46 OAA4 41 OAC0 48 PFCG 27 SCPR20 11 SCU3 11

SE16 14, 18, 18 SE80 28 SICF 9SM30 15, 14 SOLE 39 SU02 27

transport system 7troubleshooting 51

Uupgrade

disclaimer 36 packages 33 SAP system 36 version 9.6.2 to 9.8.0 33 version prior to 9.6.2 35

upgrade packages 34 SAP system 37

Vvendor keys 37 viewer components 46 viewer languages 19

WWeb Dynpro

configuration 9Web Viewer

configuration 14 settings 14