PLM120
Document Management
SAP PLM
Course Outline
Course Version: 98
Course Duration: 3 Day(s) Publication Date: 2014 Publication Time:
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PLM120 Contents
Contents
Course Overview ... v
Course Goals ... v
Course Objectives ... v
Unit 1: Overview of SAP Document Management... 1
Overview of SAP Socument Management ... 1
Unit 2: Document Info Record ... 2
Document Info Record ... 2
Unit 3: Originals and Applications ... 3
Handling Originals ... 3
Integrated Viewer and Office Integration... 3
Easy DMS Interface ... 3 Unit 4: User-Specific Settings ... 4 Control data... 4 General Data ... 4 Workstation Applications ... 4 Authorization Control ... 5 Unit 5: Interfaces ... 6 PLM Interface... 6 CAD Desktop ... 6 ArchiveLink ... 6 Unit 6: Distribution ... 7 ALE Distribution ... 7 Unit 7: PLM Web UI ... 8 PLM Web UI ... 8
PLM120 Contents
PLM120 Course Overview
Course Overview
Target Audience
This course is intended for the following audiences: • Administrators
• Project team members • Organizers
• Key users • Decision makers
Course Prerequisites
Required Knowledge
• PLM100: Life-Cycle Data Management Overview Recommended Knowledge
•
Course Goals
This course will prepare the participant to:
• Gain a basic understanding of SAP document management (DMS) • Define the relevant SAP DMS Customizing settings
• Select the correct SAP PLM interface • Use the SAP DMS Internet scenarios
Course Objectives
After completing this course, the participant will be able to: • Gain a basic understanding of SAP document management.
• Configure the right applications and secure storage areas for external files. • Define the necessary SAP DMS customizing settings.
• Select the correct SAP PLM interfaces together with the CAD desktop for a CAD system. • use ALE for SAP distribution.
• use the new PLM Web user interface. • use Docs@Web and cFolders.
PLM120 Course Overview
PLM120 Course Outline
Unit 1
Overview of SAP Document Management
Unit Overview
This section provides you with an overview of SAP document management and its relationship with the solutions offered by SAP Life-Cycle Data Management.
Lesson: Overview of SAP Socument Management
Lesson Objectives
After completing this lesson, the participant will be able to: • Give an overview of SAP document management
• Name the connection between SAP document management and SAP Life-Cycle Data Management
PLM120 Course Outline
Unit 2
Document Info Record
Unit Overview
This section provides you with detailed information about the document info record. Along with special features of the document key, this information covers the status network, the object links, the structures, and the document search, depicted using a separate search transaction.
Lesson: Document Info Record
Lesson Objectives
After completing this lesson, the participant will be able to:
• Explain the elements of the document key in the document info record • Create the basic data on a document info record
• Use status management • Determine object links
• Work with the document browser • Classify a document info record • Search for document info records
• Display document info records and their dependent objects with the product structure browser
PLM120 Course Outline
Unit 3
Originals and Applications
Unit Overview
In this section, you will learn everything about the document check-in and check-out process in the corresponding secure storage areas, the necessary workstation applications, and alternative processing with the Easy DMS scenario.
Lesson: Handling Originals
Lesson Objectives
After completing this lesson, the participant will be able to: • Use SAP document management to integrate external files • Check in external files in an SAP secure storage area • Process and reset files in an SAP secure storage area
Lesson: Integrated Viewer and Office Integration
Lesson Objectives
After completing this lesson, the participant will be able to: • Use the integrated ECL viewer
• Use SAP Microsoft Office integration
Lesson: Easy DMS Interface
Lesson Objectives
After completing this lesson, the participant will be able to: • Identify the advantages of Easy DMS
PLM120 Course Outline
Unit 4
User-Specific Settings
Unit Overview
This section represents the focus of this course, as you will become acquainted with most of the necessary Customizing settings here and be able to perform them yourself. This comprises creating a new document, the status networks and the object relationships dependent on this, as well as the workstation applications.
Lesson: Control data
Lesson Objectives
After completing this lesson, the participant will be able to: • Create a document type for SAP Document Management • Assign a status network to a document type
• Assign an object link to a document type
Lesson: General Data
Lesson Objectives
After completing this lesson, the participant will be able to: • Define data carrier
• Check the Knowledge Provider settings
Lesson: Workstation Applications
Lesson Objectives
After completing this lesson, the participant will be able to: • Make the workstation settings required for a new file type • Assign the ECL viewer
• Define Office Integration • Set profiles
PLM120 Course Outline
Lesson: Authorization Control
Lesson Objectives
After completing this lesson, the participant will be able to: • Use the authorization objects
PLM120 Course Outline
Unit 5
Interfaces
Unit Overview
This section guides you through two scenarios regarding the connection of external systems. Along with the SAP-PLM interface, which will be described with the CAD desktop, you will also learn about the basic ArchiveLink scenarios.
Lesson: PLM Interface
Lesson Objectives
After completing this lesson, the participant will be able to:
• Use the SAP PLM interface to move external CAD files simply and conveniently into the SAP system
• Explain the functions that use a GUI and those that do not
Lesson: CAD Desktop
Lesson Objectives
After completing this lesson, the participant will be able to: • Describe the advantages of the CAD desktop
Lesson: ArchiveLink
Lesson Objectives
After completing this lesson, the participant will be able to: • Give an overview of the SAP ArchiveLink scenario
• Explain the connection between SAP ArchiveLink and SAP document management
PLM120 Course Outline
Unit 6
Distribution
Unit Overview
In this unit, you will learn about distribution using Application Link Enabling (ALE). This can take place between an engineering system and a production system.
Lesson: ALE Distribution
Lesson Objectives
After completing this lesson, the participant will be able to:
• Use the product structure browser to gain a cross-system overview of the product • Use the SAP Application Link Enabling (ALE) scenario to distribute document info
PLM120 Course Outline
Unit 7
PLM Web UI
Unit Overview
This unit provides an overview of the new PLM Web UI and will enable you to learn about document management in this context.
Lesson: PLM Web UI
Lesson Objectives
After completing this lesson, the participant will be able to: • Explain the main features of the NetWeaver Business Client • List the benefits of the PLM Web UI
• Work with the PLM Web UI • Use the Engineering Desktop
