SAP HELP R/3 4.70 extracts: CA-DMS

 Processing Originals (Microsoft Office Integration) 

Use

Processing an original application file using a workstation application that is integrated directly into Document Management is discussed in this example.

In this example you process a document info record of the document type DRW (engineering/design drawing).

• In the first step you set up the outline for the documentation. You create an original application file with the workstation application Microsoft Word.
  While doing this the document info record is displayed in a separately in the current processing window and the Word file is open in a second window.

You transfer the field Document status from the document info record in the SAP System.

• In the second step you display the document info record and the assigned original application file (Word file).
  In this case you want to start Microsoft Word inplace, that is directly in the processing window of the document info record.

Prerequisites

The settings for Office integration are in Customizing Document Management, under Define workstation application. General information for settings can be found in Desktop Office Integration.

In the activity Define workstation application you define the application Microsoft Word ( WRD) . For this example you will also make the following settings for Office Integration:

• Activity: Define workstation applications in networks
• You enter two entries for the workstation application WRD with the required data carrier type (such as PC for frontend computers using Windows NT operating system).

• Activity Setup Office integration

• Enter the document type ( DRW ) and the application type 2 for changing.
• Select the technique Link Technique.
• Select the data group whose fields you want to copy. The field Document status is assigned to the data group Document data .
• Set the indicator: Export.

Creating Original Application Files

1. Process a document with the document type DRW.
2. In the lower screen section Originals select (Create).

The dialog box Basic Data screen appears.

3. Execute the following activities in the dialog box:

• Enter the workstation application WRD.

• Select .

The system opens a new window with the Office application (Microsoft Word).

1. You can enter the documentation for the engineering/design drawing in the window of the Office application (Microsoft Word). All normal Microsoft Word functions are available such as format, insert, or save.
2. Enter the Link for SAP Field Document status.
3. After you add the first link in the original application file must Update Fields.
4. Save the original application file in the Office application.

Displaying Original Application Files

1. Display the document.
2. In the lower screen section Originals select (Create).

The dialog box Basic Data screen appears.

3. Execute the following activities in the dialog box:

• Enter the workstation application WRD.

• Select .

The system splits the screen section for processing the document info record into two sections:

• In the left screen section the data of the document info record is displayed.
• In the right screen section the system starts the Office application in this case Microsoft Word.

1. You can enter the documentation for the engineering/design drawing in the screen section of the Office application (Microsoft Word). All normal Microsoft Word functions are available such as format and insert.

If you start the Office application inplace saving the original application file requires a special step. You cannot save the original application file directly in the Office application, you must use the Save function of the document info record.

This saves the original application file and the document info record at the same time. Saving also ends processing of the document info record and you return to the initial screen for Create document or Change document.