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SAP Notes ManagementDocument Version: 10.0 SP04 – 2017-01-25

Installation Guide

Content

1 Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.1 About this Document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31.2 SAP Notes for the Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 Preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42.1 ABAP System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42.2 Java Portal System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52.3 Client and Administrator PC. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

3 Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73.1 Installing SAP Notes Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Installing the ABAP Add-On. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Installing the NetWeaver Portal Component. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

3.2 Installing SAP Notes Management Designer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8Prerequisites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Installation Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Parallel Installation of Office 2003/2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Windows Regional Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

4 Post-Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

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1 Introduction

1.1 About this Document

This Installation and Configuration Guide is a central starting point for the installation and configuration of the application.

This document consists of the following main sections:

● Preparation [page 4] provides general preliminary information necessary to consider before installing SAP Notes Management.

● Installation [page 7]: The installation sections for SAP Notes Management and SAP Notes Management Designer provide details of the installation activities for the respective product.

● Post-Installation [page 11] provides details of the post-installation activities.

1.2 SAP Notes for the Installation

You must read the following SAP Notes before you start the installation. These SAP Notes contain the nost recent information on the installation, as well as corrections to the installation documentation.

Table 1: SAP Notes for the Installation

SAP Note Number Title Description

898637 Upload to KM/ICE Package does not work

Uploading files to a KM repository fails

1176975 Wait symbol is shown infintely if ready­state is interactive

Interactive readystate not recognized; blocks user from using other controls on the screen

1579547 Installing NOTESMG 10.0 on SAP Net­Weaver 7.0 (BI 7.0)

Install an add-on on SAP NetWeaver us­ing transaction SAINT

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2 Preparation

The following sections describe the requirements that must be fulfilled prior to installing and using SAP Notes Management.

2.1 ABAP System

Prior to installing SAP Notes Management, the following requirements for the ABAP system must be fulfilled:

● For ABAP Add-On Import requirements see SAP Note 1579547.● Set the default logon client for SAP GUI as logon client for SAP BW in transaction SE16, table RSADMINA, field

BWMANDT.● Define the flat file and MySelf source systems and make sure that they work. Proceed as follows:

1. In transaction RSA1, choose Modeling Source Systems BI <Entry for MySelf source system> .2. Right-click to open the context menu and choose Check.

3. In transaction RSA1, choose Modeling Source Systems File <Entry for flat file> .4. Right-click to open the context menu and choose Check.

● Assign the client to a logical system. To do this, open transaction SPRO and choose SAP Reference IMG SAP NetWeaver Business Intelligence Links to Other Source System General Connection Settings . For more information, see the documentation for the Customizing activity General Connection Settings.

● Set the following InfoObjects of BI Content 7.03 or higher to active:○ 0CURRENCY○ 0COUNTRY○ 0FISCVARNT○ 0FISCPER3○ 0FISCYEAR○ 0FISCPER

For more information, see SAP Note 1586793.● Make sure that the technical names and versions of InfoObjects of your BW Systems are known with the

following data from consolidation and maintained master data:○ Group entity (consolidation group)○ Single entity (consolidation unit)○ Company hierarchy○ Hierarchy version used

● Make sure that the InfoObjects for group entity (consolidation group) and single entity (consolidation unit) have the attribute CURRENCY (Local Currency).

● Enable Single Sign-On for WebAS Java using SAP Logon Tickets (Transactions STRUSTSSO2 and RZ10). For more information, see the Using Logon Tickets for Single Sign-On in the Administration Manual for AS Java Security under Authentication on the AS Java Configuring Authentication Mechanisms .

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● Configure the currency translation in Customizing activity Check Currency Rates. You can use, for example, the following exchange rate types:○ 1001 current○ 1002 average

● Maintain the currency translation.

NoteMake sure that the currency translation fulfills the following requirements:○ Use only either unscaled ("EUR“) or scaled values ("TEUR“).○ Maintain all rates in table TCURR.○ Make sure that all groups entities have the same local currency ("TEUR“ or "EUR“).

● Set up the RFC connection to the BW system or consolidation system. Check the connection in transaction SM59.

● Make sure that all users of SAP Notes Management have the following authorizations to run RFC function modules on the ABAP Stack:

S_RFC RFC_TYPE = FUGRRFC_NAME = /CUNIC/* (or *) ACTVT=* S_RFC RFC_TYPE=FUGR RFC_NAME= SDIFRUNTIME, SYSU, SYST, RFC* ACTVT= 16

● Define the source system translation for translation of existing source systems between the systems of your system landscape: PC-FILE PC_FILE . To do this, in transaction RSA1, choose Modeling Conversion of Logical System Names .

● Define and activate the partner profiles for the MySelf source system (and source system for the transfer of source system values, if applicable – for example, SAP SEM-BCS). To do this, in transaction WE20, choose

Partner Profiles Partner Type LS <Entries for MySelf source system> (and, for example, SAP SEM-BCS system).

2.2 Java Portal System

Before installing SAP Notes Management, the following requirements for the Java portal system must be fulfilled:

● WebAS JAVA 7.0, SP 12 or higher, is installed.● SAP NetWeaver Portal with usage type EP (not EP-Core) and Knowledge Management (KM) is installed.● Single Sign-on on WebAS ABAP is enabled using SAP Logon tickets. You can test this in the Portal under

System Administration System Configuration System Landscape ABAP System Connectortest ).

● Users have access to Knowledge Management (KM).● Users have the standard user role; this is required to access the ABAP system using system alias.

Standard user role: portal_content/every_user/general/eu_role● Check SAP Note 898637

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● Check SAP Note 1176975

2.3 Client and Administrator PC

Before installing SAP Notes Management, the following requirements for the Client PC must be fulfilled:

● Acrobat Reader 6.x, or higher, is installed● Microsoft Office Excel 2000, or higher, is installed● A Browser that complies with the system requirements outlined in the Product Availability Matrix for SAP

Notes Management is available. The following settings are maintained in the Browser:○ Pop ups are allowed for the portal URL.○ Portal URL is added to the „trusted“ sites.○ Download of PDF and Excel are allowed.○ Cookies are allowed.○ JavaScript is allowed.

For the Administrator PC, the following requirements must be fulfilled:

● SAP GUI 7.0, or higher, is installed● Microsoft Office Excel 2007 is installed● Microsoft .NET Framework 2.0 is installed● Administrative rights are set for the installation process.● Local language configuration for Microsoft Windows is equal to the language version of Microsoft Office Excel

2007.

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3 Installation

The following sections describe the required installation activities for SAP Notes Management and SAP Notes Management Designer:

● Installing SAP Notes Management [page 7]● Installing SAP Notes Management Designer [page 8]

3.1 Installing SAP Notes Management

The following section describes the installation activities for the SAP Notes Management components:

● Installing the ABAP Add-On [page 7]● Installing the NetWeaver Portal Component [page 7]

3.1.1 Installing the ABAP Add-On

SAP Notes Management is delivered as an ABAP add-on installation file.

For details about the installation requirements for ABAP add-ons, see Installing and Upgrading Add-Ons in the SAP NetWeaver 7.3 documentation under Add-On Installation Tool and SAP Note 1579547, 1778516 and 1586793.

The ABAP Add-On contains a package, which will be available after import:

/CUNIC/INFOCOLLECTOR_V01

3.1.2 Installing the NetWeaver Portal Component

This component is delivered as a Software Component Archive (SCA). For details about deploying an SCA using Software Deployment Manager (SDM), see the SAP NetWeaver 7.3 documentation under Using Java Core Development Tasks Deployment: Putting It All Together Software Deployment Manager DeploymentDeploying Components .

For more information about deploying an SCA using Software Update Manager (SUM), see SAP Note 1914838, which is only available for SAP Notes Management non-ABAP software components for SAP Net Weaver 7.3 and higher.

For more information about updating non-ABAP software components using Software Update Manager (SUM), see SAP Note 1831587 , which is only available for SAP Notes Management non-ABAP software components for SAP Net Weaver 7.3 and higher.

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The SCA package contains the following component which will be available after deployment:

Table 2: SAC package components

Software vendor Name Version

sap.com BPCUNIC 10.0 SP0 (1000.10.0.0.0.20110504135417)

The PCD content of this deployment can be found in the following folders:

● Portal Content/Content Provided by Other Vendors/Content for Specialists/SAP BO Notes Management Base

● Portal Content/Content Provided by Other Vendors/Content for Specialists/SAP BO Notes Management 1

3.2 Installing SAP Notes Management Designer

The following sections describe the installation activities for SAP Notes Management Designer on the client:

● Prerequisites [page 8]● Installation Process [page 9]● Parallel Installation of Office 2003/2007 [page 9]● Windows Regional Settings [page 10]

3.2.1 Prerequisites

Before installing the SAP Notes Management Designer, the following prerequisites must be fulfilled:

● Microsoft Windows XP Service Pack 2 or higher, Microsoft Windows Vista, or Microsoft Windows 7 is installed.● To use the full range of functions within SAP Notes Management Designer, Microsoft Office Excel 2007,

Microsoft Excel 2010 or Microsoft Excel 2013 is installed includig the latest patches and updates provided by Microsoft.

● Microsoft .NET Framework 2.0 is installed.● Your user is assigned to the standard user group Administrator, or has comparable rights.● You have write authorization for the installation directory; this is required to change the selects list during

installation.

NoteIf you use SAP Notes Management Designer in a Citrix environment, the user needs to have permission to change the following entry in the Windows database registry after calling the application:

If this is not possible due to restrictions in the Citrix configuration, the directory, which is used for storing selects lists (see above) must be reselected each time you start the SAP Notes Management Designer before you can process forms and reports. In this case, always store the selects list in a directory, which can always be used to store data, even if the current Citrix session has been closed.

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3.2.2 Installation Process

To install SAP Notes Management Designer, proceed as follows:

1. Execute the installation file. An installation wizard opens and leads you through the installation steps.

NoteYou can terminate the installation process any time by choosing Cancel. In this case, no changes will be made to the target system. You can start the installation again at a later time by executing the installation file again.

2. In the first step, the installation wizard tells you, which version of SAP Notes Management Designer will be installed. To confirm the installation of this version, choose Next.If you have already installed a previous version of SAP Notes Management Designer, a dialog box informs you about the previous version and the new version that is to be installed. To confirm the installation, choose Yes. To cancel the installation, choose No. If you install a new version, the system retains all user-specific data.

3. Define the installation path. To change the predefined installation path, choose Browse and select the respective installation directory. To confirm your selection, choose Next.

4. The system asks you to confirm the installation. When you choose Next, the system installs SAP Notes Management Designer. It stores the files in the given directory, writes the information into the Windows database registry, and creates an entry in the Windows start menu.

5. In the last step, the installation wizard displays the installation progress and the installation step that is currently performed. After the successful installation, a dialog box informs you whether the installation has been successful.

6. To complete the installation process, choose Finish.

3.2.3 Parallel Installation of Office 2003/2007

SAP Notes Management Designer is an Add-In for Microsoft Office Excel 2007. If you want to use Microsoft Office 2003 and Microsoft Office 2007 in parallel, using Microsoft Office 2003 as your default application, perform the following configuration steps:

1. Iinstall Microsoft Office Excel 2007 (or the entire Office suite if required) alongside your existing Office 2003 on the target system. When installing Microsoft Office 2007, it is essential to specify a directory path that is different from that of your existing Office version. Apart from that, proceed as usual.

2. If Microsoft Office Excel 2007 was successfully installed in parallel, launch Microsoft Excel 2003 and wait for the configuration to finish and for the program to start. Select the option Detect and Repair from the menu, and perform this function with your required settings. Microsoft Excel 2003 is then once again registered as your standard application.

3. In the installation directory for SAP Notes Management Designer, find and open the file cunic Form Starter.config. Within the file itself, specify the file path for Excel 2007 between <path> and </path> (e.g. C:\Programs\Microsoft Office\Office12\EXCEL.EXE).

4. Display the entry for SAP Notes Management Designer in the Start Menu, and right-click it to choose Properties. Under Shortcut and Start in:, enter the installation directory of the SAP Notes Management Designer (see above, e.g. C:\Program Files\SAP BusinessObjects\Notes Management\).

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You can also create the Starter.config file manually and copy it into the directory as a text file. It that case, it must look as follows:

<config> <path>C:\Programs\Microsoft Office\Office12\EXCEL.EXE</path></config>

You have to change this path to match the one you require in your system.

3.2.4 Windows Regional Settings

A known error in Microsoft Office Excel 2007 leads to problems when executing automated processes in Excel 2007. Due to this error, it is possible that SAP Notes Management Designer can, at times, not be executed properly if the regional language settings in Windows do not match the Office 2007 language version.

To determine the language version of the Microsoft Office Excel 2007 application installed on the affected client P, open Control Panel Software and check the Office 2007 entry to see if there are any naming extensions included, which indicate a particular language version. If such information is not available, check the language, in which the application texts within Microsoft Office Excel 2007 are displayed.

You can view and modify the Windows regional settings in the Control Panel by choosing Regional and Language Options Regional Options Standards and Formats .

If you are unable to use SAP Notes Management Designer due to the reasons described here, change the regional language setting in Windows so that it matches the language version of Excel 2007.

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4 Post-Installation

For information regarding configuration and customizing see the SAP Notes Management Technical Admin Guide.

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