EMC Documentum Content Services for SAP iviews for Related Content

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1 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide P/N Rev A01 EMC Corporation Corporate Headquarters: Hopkinton, MA

2 Copyright EMC Corporation. All rights reserved. Published July 2007 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. THE INFORMATION IN THIS PUBLICATION IS PROVIDED AS IS. EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. For the most up to date listing of EMC product names, see EMC Corporation Trademarks on EMC.com. All other trademarks used herein are the property of their respective owners.

3 Table of Contents Preface... 9 Chapter 1 Introducing Content Services for SAP Portal iviews for Related Content Overview Understanding the iviews for Related Content architecture Understanding SAP and IVRC terms Chapter 2 Introducing the Interface of IVRC specific iviews Overview Introducing Link Documentum iview s interface Overview Using the Link Documentum iview GUI Format of query results table Configuring columns of the query results table Introducing Search Documentum iview s interface Overview Using the Search Documentum iview GUI Format of query results table Configuring columns of the query results table Search Documentum iview GUI Introducing the FI Document Browser iviews interface Overview Introducing the FI Document Browser (Vendor) iview s interface Introducing the FI Document Browser (Customer) iview s interface Format of query results table Introducing the PrintList Browser s interface Overview Using the PrintList Browser iview s interface Format of query results table Chapter 3 Administering IVRC Overview Working with IVRC related logging Defining output files for logging Configuring logging for DFC services container Integrating iviews for Related Content related logging with SAP Portal s logging system Overview Introducing SAP s definition of logging and tracing Overview Logging Tracing Difference between logging and tracing EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 3

4 Table of Contents Mapping Log4j s severity levels with SAP logging s severity levels Integrating iviews for Related Content and SAP Portal logging Overview Configuring the severity of logging in SAP Viewing IVRC related logs in SAP Modifying the IVRC configuration object Configuring system landscapes Overview Configuring EMC Documentum repository related system landscape objects Configuring SAP R/3 related system landscape objects Configuring the SAP_R3_PLM system alias Configuring support for load balancing Configuring SLD for FI and PrintList browsers Configuring SLD for FI browser Configuring SLD for PrintList browser User mapping Overview User mapping with administrative privileges User mapping with standard user privileges Setting up Single Sign On (SSO) connections Exporting public certificates from SAP Web AS Configuring SAP R/ Importing certificates from SAP Web AS to SAP R/ Configuring pages and iviews Installing SAP business package iviews Configuring pages Creating new pages Configuring and working with iviews specific to Documentum Overview Configuring the Documentum Event Controller iview Configuring the Search Documentum iview Configuring the Link Documentum iview Configuring the FI Document Browser iviews Configuring the PrintList Browser iview Working with the Documentum Event Sender iview Overview Documentum Event Sender iview s interface Sample values Working with query templates using DA or Webtop Overview Creating query templates Creating DQL based query templates Overview Creating a dm_query object Creating an sap_action_link_doc_object object Creating DIR based query templates Creating ArchiveLink based query templates Editing query templates Overview Editing dm_query objects Editing sap_action_link_doc_object objects Deleting query templates Connecting to multiple EMC Documentum repositories Using IVRC to work with DCM controlled documents EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

5 Table of Contents Overview Support for EMC Documentum PDF Annotation Services Chapter 4 Troubleshooting IVRC Overview Operation aborted when trying to log in to SAP Portal or refreshing page in SAP Portal Problem statement Possible causes Suggested resolution Unable to open pages for which Documentum Event Controller iview has been configured Problem statement Possible causes Suggested resolution FI and PrintList Browser iviews fail to load Case Problem statement Possible causes Suggested resolution Case Problem statement Possible causes Suggested resolution Case sensitivity issues when using principal authentication Problem statement Possible causes Suggested resolution High levels of logging Problem statement Possible causes Suggested resolution Logging details appear in a pop up window Problem statement Possible causes Suggested resolution Documentum Event Controller iview shows connection errors Problem statement Possible causes Suggested resolution Unable to delete links between an EMC Documentum object and SAP R/3 object Problem statement Possible causes Suggested resolution EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 5

6 Table of Contents List of Figures Figure 1. Content Services for SAP Portal iviews for Related Content architecture Figure 2. Link Documentum iview interface Figure 3. Search Documentum iview interface Figure 4. Search Documentum iview interface Figure 5. FI Document Browser (Vendor) interface Figure 6. FI Document Browser (Customer) interface Figure 7. PrintList Browser iview interface Figure 8. Documentum Event Sender iview s interface EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

7 Table of Contents List of Tables Table 1. Terms and definitions Table 2. Mapping Log4j s severity levels with SAP logging s severity levels Table 3. Fields in the IVRC Config object s Properties page Table 4. Fields in Property Editor <name of system landscape> iview Table 5. Fields in Property Editor Documentum Event Controller iview Table 6. Fields in the sap_action_link_doc_object object s Properties page Table 7. Fields in the sap_action_link_doc_object object s Properties page Table 8. Fields in the sap_action_link_doc_object object s Properties page EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 7

8 Table of Contents 8 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

9 Preface Purpose of this guide This guide provides task based instructions for administering and configuring Content Services for SAP Portal iviews for Related Content 6.0 (IVRC 6.0). Note: For the sake of brevity, throughout this document, Content Services for SAP Portal iviews for Related Content 6.0 will be referred to as iviews for Related Content or IVRC. Intended audience In order to address the manuals to the correct audience, the roles of the users of the documentation have been defined as follows: Consumer This role covers users who access related EMC Documentum content in the context of the task that they perform in SAP Portal. Content manager This role covers users who administer content so that the right content is available to the right users in the right business context. System administrator This role covers users who install and configure IVRC. IVRC integrates two enterprise level software packages: the EMC Documentum content management system with the SAP NetWeaver platform. Installing IVRC requires detailed knowledge of SAP NetWeaver and SAP Portal. Therefore, system administrators must have experience with the software products listed in the Content Services for SAP Portal iviews for Related Content Release Notes. This guide is intended for content managers and system administrators. Revision history This section contains a description of this document s revision history. EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 9

10 Preface Revision history Revision date September 2007 Description Initial publication of document for Content Services for SAP Portal iviews for Related Content 6.0. Typographic conventions This guide uses the following typographic conventions: Typographic conventions used in this guide Convention Description > Represents a menu. <Text enclosed within angle brackets> Information in this font Represents a variable name for which you must provide a value, or a defined term. Represents code samples, user input, and computer output. [] square brackets Used in method command syntax specifications, square brackets indicate an optional argument. {} curly brackets Used in method command syntax specifications, curly brackets indicate an optional argument that can be repeated more than once. Related documentation This guide forms part of a documentation suite designed to support those who install, configure, and use IVRC. The product and documentation suite can be found on EMC Powerlink at: From Powerlink, you can download the latest version of IVRC and the related documentation suite. To access the contents in Powerlink, you must provide the login credentials assigned to you when you first applied for access. If you are accessing Powerlink for the first time, you will need to apply for access and obtain a username and password. 10 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

11 Preface Content Services for SAP Portal iviews for Related Content Documentation suite Title Description Target role Content Services for SAP Portal iviews for Related Content Release Notes Content Services for SAP Portal iviews for Related Content Installation Guide Content Services for SAP Portal iviews for Related Content Administration Guide Content Services for SAP Portal iviews for Related Content User Guide Provides an overview of new and amended features, known bugs, limitations, miscellaneous technical notes, and documentation correctness and clarifications. Provides the procedures for installing iviews for Related Content. Describes how to configure and administer iviews for Related Content. Describes how to use iviews for Related Content. Consumer, Content Manager, System Administrator System Administrator Content Manager, System Administrator Consumer, Content Manager Note: More information on performing advanced tasks with SAP Portal is in the SAP Portal section of the SAP Help Web site ( EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 11

12 Preface 12 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

13 Chapter 1 Introducing Content Services for SAP Portal iviews for Related Content Overview The iviews for Related Content (IVRC) is a software package that allows users to access and manage EMC Documentum content in their business context, from within SAP Portal. IVRC consists of a set of iviews and pages that are deployed in SAP Portal. IVRC s iviews and pages interact with other iviews and pages, depending on the ability of non IVRC iviews and pages to subscribe to and publish portal events. iviews for Related Content allows you to: Find and view related content that is stored in an EMC Documentum repository, from within SAP Portal. Link documents from an EMC Documentum repository to SAP. You can link documents to specific materials, functional locations, equipment master records, or other supported object types in SAP. Manage the links between EMC Documentum objects and SAP objects. Delete links to related content. This chapter covers the following topics: Understanding the iviews for Related Content architecture, page 14 Understanding SAP and IVRC terms, page 15 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 13

14 Introducing Content Services for SAP Portal iviews for Related Content Understanding the iviews for Related Content architecture Figure 1. Content Services for SAP Portal iviews for Related Content architecture Content Services for SAP Portal iviews for Related Content comprises the following components: Search Documentum iview This component enables you to search for related EMC Documentum content from within SAP Portal. Search Documentum iview enables you to search for related content in their business context in EMC Documentum repositories. Link Documentum iview This component enables you to create various types of links that establish relationships between EMC Documentum objects and SAP objects. Documentum Event Controller This component is a technology bridge between SAP iviews and IVRC iviews; Documentum Event Controller listens to SAP iviews broadcasts and communicates this information to IVRC iviews. Documentum Event Sender The Documentum Event Sender iview lets you send events without using SAP business packages iviews. Administrators can use the Documentum Event Sender iviews for test and verification purposes. 14 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

15 Introducing Content Services for SAP Portal iviews for Related Content Sample iviews: FI Document Browser iview This component allows you to search for and browse FI (Financial) documents stored in SAP. EMC Documentum ships the following two types of FI Document Browsers along with IVRC: FI Document Browser (Customer) iview FI Document Browser (Vendor) iview Note: The FI Document Browser iviews are just sample iviews; they demonstrate how you can create custom iviews. As samples, they have limited support and may not have complete functionality. Sample iview: PrintList Browser iview This component allows you to: Search for PrintLists in SAP Display a rendition of the archived PrintList in SAP Portal using one of the following applications: WDK based application Content Services for SAP Portal Repository Manager Note: The PrintList Browser iviews are just sample iviews; they demonstrate how you can create custom iviews. As samples, they have limited support and may not have complete functionality. IVRC Administration and Configuration component This component is a part of the EMC Documentum Webtop client; the IVRC Administration and Configuration component allows you to administer and configure IVRC. Using this component, you can create and store DQL queries; these queries can be used by end users to search for related content in EMC Documentum from within SAP Portal. Note: IVRC can also be administered and configured through any Webtop based client including Documentum Administrator (DA). Understanding SAP and IVRC terms This section presents terms and their definitions, as used in this guide. EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 15

16 Introducing Content Services for SAP Portal iviews for Related Content Table 1. Terms and definitions Term Content Services for SAP Portal iviews for Related Content Search Documentum iview Link Documentum iview Documentum Event Controller IVRC Administration and Configuration component DFC Services Container Repository Definition Application that allows users to access and manage EMC Documentum content in the business context from SAP Portal. IVRC consists of a set of iviews and pages for SAP Portal. These IVRC iviews and pages may interact with other iviews and pages, depending on their ability to publish and subscribe to portal events. IVRC component; allows you to search for related content (in their business context) in EMC Documentum repositories. IVRC component; allows you to create various types of links that establish relationships between EMC Documentum objects and SAP objects. IVRC component; a technology bridge between SAP iviews and IVRC iviews; Documentum Event Controller listens to SAP iviews broadcasts and communicates this information to IVRC iviews. IVRC component; a part of EMC Documentum s Webtop client; the IVRC Administration and Configuration component allows you to administer and configure IVRC. Using this component, you can create and store DQL queries; these queries can be used by users to search for related content in EMC Documentum from within SAP Portal. A shared component that is required to host helper services for all DFC based applications in SAP Portal on UNIX platforms. Any information source such as a file system, content management system, and so on. 16 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

17 Introducing Content Services for SAP Portal iviews for Related Content Term SAP NetWeaver SAP Portal SAP Web AS Web Dynpro User Mapping SAP System Landscape Definition An open integration and application platform that integrates people, information, and processes. SAP NetWeaver powers mysap Business Suite, SAP xapps, partner solutions, and custom built applications. A scalable, robust portal, with an open architecture capable of integrating unlimited content. Portal content is designed to retrieve information from varied information sources such as websites, groupware applications, legacy systems, enterprise applications, databases, and document directories. An evolution of the component SAP_BASIS. Using the web as a technology platform for SAP applications, you can develop business applications in ABAP or Java. SAP NetWeaver s programming model for user interfaces. Provides support when developing the web representation of business applications. A feature that provides login information for users on third party systems. This login information can simply be user ID and password and additional information like MicroNT Domain and language. Enterprise IT system infrastructure managed by SAP, containing various IT applications, objects, and aliases. Through a well defined system landscape, SAP maintains connectivity to various back end applications and information sources. EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 17

18 Introducing Content Services for SAP Portal iviews for Related Content Term EMC Documentum Content Server DFC LDAP DMCL Definition Content Server is the foundation of Documentum s content management system. Content Server is the core component that allows users to create, capture, manage, deliver, and archive enterprise content. The functionality and features of Content Server provide content and process management services, security for the content and metadata in the repository, and distributed services. Documentum Foundation Classes. A key part of the EMC Documentum software platform. From the EMC Documentum functionality point of view, DFC lies between EMC Documentum Content Server and EMC Documentum clients. DFC is Java based. Lightweight Directory Access Protocol. Industry standard networking protocol that queries and modifies directory services. Documentum Client Library. Manages communication between clients and EMC Documentum Content Server. Contains a library of API calls that are used by clients for execution on the EMC Documentum Content server. All client requests to the EMC Documentum Content Server go through the DMCL. 18 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

19 Chapter 2 Introducing the Interface of IVRC specific iviews Overview This chapter introduces you to the iviews shipped along with IVRC. This chapter contains the following topics: Introducing Link Documentum iview s interface, page 19 Introducing Search Documentum iview s interface, page 23 Introducing the FI Document Browser iviews interface, page 27 Introducing the PrintList Browser s interface, page 31 Introducing Link Documentum iview s interface Overview This section contains the following topics: Using the Link Documentum iview GUI, page 19 Configuring columns of the query results table, page 25 Format of query results table, page 31 Using the Link Documentum iview GUI The Link Documentum iview s GUI appears as follows: EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 19

20 Introducing the Interface of IVRC specific iviews Figure 2. Link Documentum iview interface The Link Documentum iview contains the following IVRC specific elements: SAP Object Key field Contains the SAP Object Key of an SAP business object. When you click on an SAP business object, this field is automatically populated by IVRC. Search Term field Contains the term that is being used for a specific search in an EMC Documentum repository. Edit the default search term to customize your search, if required. 20 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

21 Introducing the Interface of IVRC specific iviews Select Query list box Contains the query templates stored in the following location of an EMC Documentum repository: Cabinets > System > Doclink > EP > LinkType. Not all queries stored in this location appear in the Select Query drop down list; only queries that satisfy the following criteria are displayed in this drop down list: The value of the dql_query_type attribute is set to Browse. The value of the sap_object_type attribute is set to one of the following: DQL DIR AL Select an appropriate query to find related content in the EMC Documentum repository. The list of available queries can be configured by content administrators, and may show different values in your environment. Search Documentum button Clicking the Search Documentum button executes the query chosen from the Select Query drop down list. Table containing DQL query results Contains the results of the query chosen from the Select Query drop down list. The information displayed in this table can be configured by content administrators. More information on customizing this table is in Format of query results table, page 31 and Configuring columns of the query results table, page 25. EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 21

22 Introducing the Interface of IVRC specific iviews Drop down list below the table containing DQL query results Contains the query templates stored in the following location of a repository: Cabinets > System > Doclink > EP > LinkType. Not all queries stored in this location appear in the Select Query drop down list; only queries that satisfy the following criteria are displayed in this drop down list: The value of the dql_query_type attribute is set to one of the following: Browse Search The value of the sap_object_type attribute is set to one of the following: DIR DIR_ONLY AL Select an appropriate query to map EMC Documentum object attributes to DIR object attributes in SAP. EMC Documentum Clicking the EMC Documentum icon displays the following information: The version of IVRC The repository to which the iview has connected Note: IVRC iviews are built based on the guidelines provided by SAP for developing iviews. More information on standard GUI elements in an iview is on the SAP Help website ( Format of query results table The column headers of the query results table are derived from the user friendly attribute labels of the EMC Documentum object attributes. These attribute labels are read from the dmi_dd_attr_info object in EMC Documentum. More information on the dmi_dd_attr_info object is in the EMC Documentum Content Server s Object Reference Manual. 22 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

23 Introducing the Interface of IVRC specific iviews Configuring columns of the query results table Excepting the DQL linktype, for all other linktypes, each column of the query results table corresponds to the columns specified in the Columns returned by the query attribute in DA or Webtop. For DQL linktypes, each column of the query results table corresponds to the columns specified in the select clause of the DQL query associated with the link type. To change the columns shown in the query results table, you should change the Select clause of the associated DQL query. In addition to the columns specified in the DQL query, you can specify the IS_FOLDER value in the Columns returned by the query attribute of the link type; this adds a corresponding column to the query results table. For example, if the select clause of the DQL query is select subject, object_name from <rest of DQL query>, then only 2 columns, subject and object_name, are shown in the results table. To add the keywords column, you must change the DQL query as follows: select subject, object_name, keywords from <rest of DQL query>. Introducing Search Documentum iview s interface Overview This section contains the following topics: Using the Search Documentum iview GUI, page 23 Format of query results table, page 31 Configuring columns of the query results table, page 25 Using the Search Documentum iview GUI The Search Documentum iview s GUI appears as follows: EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 23

24 Introducing the Interface of IVRC specific iviews Figure 3. Search Documentum iview interface The Search Documentum iview contains the following IVRC specific elements: Search Term field Contains the term that is being used for a specific search in an EMC Documentum repository. Edit the default search term to customize your search, if required. Select Query drop down list Contains all the query templates stored in the following location of a repository: Cabinets > System > Doclink > EP > LinkType. Not all queries stored in this location appear in the Select Query drop down list; only queries that satisfy the following criteria are displayed in this drop down list: The value of the dql_query_type attribute is set to Search. The value of the sap_object_type attribute is set to one of the following: DQL DIR Select an appropriate query to find related content in the EMC Documentum repository. The list of available queries can be configured by content administrators, and may show different values in your environment. Search Documentum button Clicking the Search Documentum button executes the query chosen from the Select Query drop down list. 24 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

25 Introducing the Interface of IVRC specific iviews Table containing DQL query results This table is populated with the results of the query chosen from the Select Query drop down list. The information displayed in this table can be configured by content administrators. More information on customizing this table is in Format of query results table, page 31 and Configuring columns of the query results table, page 25. EMC Documentum Clicking the EMC Documentum icon displays the following information: The version of IVRC The repository to which the iview has connected Note: IVRC iviews are built based on the guidelines provided by SAP for developing iviews. More information on standard GUI elements in an iview is on the SAP Help website ( Format of query results table The column headers of the query results table are derived from the user friendly attribute labels of the EMC Documentum object attributes. These attribute labels are read from the dmi_dd_attr_info object in EMC Documentum. More information on the dmi_dd_attr_info object is in the EMC Documentum Content Server s Object Reference Manual. Configuring columns of the query results table Excepting the DQL linktype, for all other linktypes, each column of the query results table corresponds to the columns specified in the Columns returned by the query attribute in DA or Webtop. For DQL linktypes, each column of the query results table corresponds to the columns specified in the select clause of the DQL query associated with the link type. To change the columns shown in the query results table, you should change the Select clause of the associated DQL query. In addition to the columns specified in the DQL query, you can specify the IS_FOLDER value in the Columns returned by the query attribute of the link type; this adds a corresponding column to the query results table. For example, if the select clause of the DQL query is select subject, object_name from <rest of DQL query>, then only 2 columns, subject and object_name, are shown in the results table. To add the keywords column, you must change EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 25

26 Introducing the Interface of IVRC specific iviews the DQL query as follows: select subject, object_name, keywords from <rest of DQL query>. Search Documentum iview GUI The Search Documentum iview s graphical user interface (GUI) appears as follows. Figure 4. Search Documentum iview interface The Search Documentum iview contains the following IVRC specific elements: Search Term field Contains the term that is being used for a specific search in an EMC Documentum repository. Edit the default search term to customize your search, if required. Select Query drop down list Contains all the query templates that are accessible to your role. Select an appropriate query to find related content in the EMC Documentum repository. The list of available queries can be configured by content administrators, and may show different values in your environment Search Documentum button Clicking the Search Documentum button executes the query chosen from the Select Query drop down list. Table containing DQL query results This table is populated with the results of the query chosen from the Select Query drop down list. 26 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

27 Introducing the Interface of IVRC specific iviews EMC Documentum Clicking the EMC Documentum icon displays the following information: The version of IVRC The repository to which the iview has connected Note: IVRC iviews are built based on the guidelines provided by SAP for developing iviews. More information on standard GUI elements in an iview is on the SAP Help website ( Introducing the FI Document Browser iviews interface Overview This section introduces you to the following two FI (Financial Accounting) Document Browsers shipped with IVRC: FI Document Browser (Vendor) FI Document Browser (Customer) FI Document Browser iviews fetch data from the BSEG table in SAP and display them in SAP Portal. Clicking on a specific row in the result set triggers an event that may be used by the Search Documentum or Link Documentum iviews in the business context. You can then search related content in configured EMC Documentum repositories for the selected FI object; you can also link the FI object to EMC Documentum objects. This section contains the following topics: Introducing the FI Document Browser (Vendor) iview s interface, page 27 Introducing the FI Document Browser (Customer) iview s interface, page 30 Format of query results table, page 31 Introducing the FI Document Browser (Vendor) iview s interface The FI Document Browser (Vendor) appears as follows: EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 27

28 Introducing the Interface of IVRC specific iviews Figure 5. FI Document Browser (Vendor) interface The FI Document Browser (Vendor) contains the following elements: 28 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

29 Introducing the Interface of IVRC specific iviews Search section This section contains the following SAP items: Document Number Identifies an SAP document as the main part of a document key. This field accepts string values. Company Code Represents a legally independent firm with its own independent accounting. The company code is identified by a four character alphanumeric code. This field accepts string values. Fiscal Year Usually a period of 12 months for which a company regularly creates financial statements and checks inventories. This field accepts numerical values. Vendor Number Account number of the vendor in the SAP system. This field accepts string values. Note: The vendor number is a 10 character string value. If the length of the vendor number value is less than 10, then FI Document Browser adds leading zeros to the value. When searching for the exact vendor number, type the exact value and FI Document Browser adds the necessary leading zeros. When searching for similar values, type the asterisk symbol (*) before the actual vendor number. This ensures that you do not need to enter leading zeros for the vendor number. For example, to get all values for a vendor number that starts with 59, type *59*. Search button Clicking this button executes a search in SAP, based on the search criteria entered in the Document Number, Company Code, Fiscal Year, and Vendor Number fields. EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 29

30 Introducing the Interface of IVRC specific iviews Results section Contains the results of the search executed in the Search section. Mouse over the column headers of the result set to display the full column name along with their corresponding field names in FI tables. Introducing the FI Document Browser (Customer) iview s interface The FI Document Browser (Customer) iview appears as follows. Figure 6. FI Document Browser (Customer) interface The elements in the FI Document Browser (Customer) and FI Document Browser (Vendor) iviews interfaces share many elements; the only difference is that the FI Document Browser (Vendor) iview has the Vendor Number field, whereas the FI Document Browser (Customer) iview has the Customer Number field. In the Customer Number field, type the account number of the customer in the SAP system. This field accepts string values. Note: The customer number is a 10 character string value. If the length of the customer number value is less than 10, then FI Document Browser adds leading zeros to the value. When searching for the exact customer number, type the exact value and FI Document Browser adds the necessary leading zeros. When searching for similar values, type the asterisk symbol (*) before the actual customer number. This ensures that you do not need to enter leading zeros for the vendor number. For example, to get all values for a customer number that starts with 59, type *59*. 30 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

31 Introducing the Interface of IVRC specific iviews Format of query results table The column headers of the query results table are determined by the values you enter when configuring the FI Document Browser iview. Each column corresponds to the attributes mentioned in the Application Parameters field of the Property Editor FI Document Browser iview. The column headers of the query results table are determined by the values you enter when configuring the FI Document Browser iview. Each column corresponds to the values mentioned in the Application Parameters field of the Property Editor FI Document Browser iview. More information is in the Configuring the FI Document Browser iview section of the EMC Documentum Content Services for SAP Portal iviews for Related Content Administration Guide. The maximum number of columns is 20. Introducing the PrintList Browser s interface Overview This section contains the following topics: Using the PrintList Browser iview s interface, page 31 Format of query results table, page 32 Using the PrintList Browser iview s interface The PrintList Browser s interface appears as follows. EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 31

32 Introducing the Interface of IVRC specific iviews Figure 7. PrintList Browser iview interface The PrintList Browser iview contains the following elements: Search section Report Name Info Storage Date Business Object Document Type User Short Text Storage Sys. Document ID Search button Clicking this button executes a search in SAP, based on the search criteria entered previously. PrintList Results section Contains the results of the search executed in the Search section. Format of query results table The column headers of the query results table are determined by the values you enter when configuring the PrintList Browser iview. Each column corresponds to 32 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

33 Introducing the Interface of IVRC specific iviews the attributes mentioned in the Application Parameters field of the Property Editor PrintList Browser iview. The column headers of the query results table are determined by the values you enter when configuring the PrintList Browser iview. Each column corresponds to the attributes mentioned in the Application Parameters field of the Property Editor PrintList Browser iview. More information is in the Configuring the PrintList Browser iview section of the EMC Documentum Content Services for SAP Portal iviews for Related Content Administration Guide. The maximum number of columns is 20. EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 33

34 Introducing the Interface of IVRC specific iviews 34 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

35 Chapter 3 Administering IVRC Overview This chapter contains the following topics: Working with IVRC related logging, page 35 Modifying the IVRC configuration object, page 41 Configuring system landscapes, page 45 User mapping, page 52 Setting up Single Sign On (SSO) connections, page 54 Configuring pages and iviews, page 56 Working with query templates using DA or Webtop, page 69 Connecting to multiple EMC Documentum repositories, page 81 Using IVRC to work with DCM controlled documents, page 83 Support for EMC Documentum PDF Annotation Services, page 84 Note: The tasks described in this chapter need to be performed infrequently by administrators; these tasks effect changes to application wide settings. Working with IVRC related logging This section contains the following topics: Defining output files for logging, page 35 Configuring logging for DFC services container, page 36 Integrating iviews for Related Content related logging with SAP Portal s logging system, page 37 Defining output files for logging The log output goes to the file specified in the log4j_ivrc.properties file. To define a log output file in log4j_ivrc.properties, do the following: EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 35

36 To define a log output file in log4j_ivrc.properties: 1. Open the log4j_ivrc.properties file available here: In Windows: <DFC installation directory>\config In UNIX: <DFC installation directory>/config 2. Locate the following section in the file: log4j.appender.eiivrclog.file=c\:/documentum/logs/ivrc.log # For Unix platform uncomment following line and comment out the above mentioned windows log file path # log4j.appender.eiivrclog.file=/usr/documentum/logs/ivrc.log 3. Depending on your operating system, edit the code snippet as follows: In Windows: log4j.appender.eiivrclog.file=<required directory for log output> # For Unix platform uncomment following line and comment out the above mentioned windows log file path # log4j.appender.eiivrclog.file=<required directory for log output> In UNIX: #log4j.appender.eiivrclog.file= <required directory for log output> # For Unix platform uncomment following line and comment out the above mentioned windows log file path log4j.appender.eiivrclog.file=<required directory for log output> 4. Save the changes. Configuring logging for DFC services container To configure the logging for the DFC services container: Follow this procedure to configure logging for DFC services container. 1. Set the logging level for the dmcl web application in the log4j.properties file; the log4j.properties file is available here: <$TOMCAT_HOME>/webapps/dmcl/ WEB INF. 2. Locate the following code snippet and set the appropriate logging level: log4j.logger.com.documentum.dmcl.http=warn 36 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

37 Note: The supported logging levels are: FATAL ERROR WARN INFO DEBUG The default logging level is WARN. 3. Save the file. Note: By default, log statements related to the dmcl web application are printed to the dmcl_http.log file available here: <$TOMCAT_HOME>/webapps/dmcl/WEB INF. Integrating iviews for Related Content related logging with SAP Portal s logging system Overview This section contains the following topics: Introducing SAP s definition of logging and tracing, page 37 Integrating iviews for Related Content and SAP Portal logging, page 39 Introducing SAP s definition of logging and tracing Overview You can integrate iviews for Related Content related logging with SAP Portal s logging system. SAP logging clearly differentiates between logs and traces. This section contains the following topics: Logging, page 38 Tracing, page 38 Difference between logging and tracing, page 38 Mapping Log4j s severity levels with SAP logging s severity levels, page 38 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 37

38 Logging SAP defines logging as creating and storing a permanent record of events that can be reviewed, printed, and analyzed. This record usually contains information about the source of the record, a timestamp of the event, a message, and a severity which specifies the importance of the record. All the information of an event is recorded; administrators use this information to control the status of the system, the database, and all applications. Logs get written automatically and with a predefined granularity (severity), which can be modified during runtime. SAP intends for logs to be used by administrators. Logs have a.log file extension. Tracing SAP defines tracing as a utility that writes detailed information about an operation to an output file. The trace facility produces a detailed sequence of statements that describe the events of an operation as they are executed. Administrators and developers use the trace facility for diagnosing an abnormal condition; therefore tracing is not normally turned on. Traces can be switched on if a problem has occurred and a detailed analysis of a distinct part of a program is necessary. SAP intends for traces to be used by developers. Traces have a.trc file extension. Difference between logging and tracing Logs are normally written to categories and traces are normally written to locations. Categories are semantic topics corresponding generally to administration tasks. Locations refer to certain points in the software code and can be identified with package, class, or function names. Mapping Log4j s severity levels with SAP logging s severity levels The following table indicates how Log4j s severity levels are mapped to SAP logging s severity levels, and the destination where the messages will be written to. Table 2. Mapping Log4j s severity levels with SAP logging s severity levels This log4j severity level Debug Info Is treated in SAP logging as follows Written to trace files. Written to log files. Category defined in the log4j configuration file. 38 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

39 This log4j severity level Warn Error Fatal Other (user defined severity level) Is treated in SAP logging as follows Written to log files. Category defined in the log4j configuration file. Written to log files. Category defined in the log4j configuration file. Written to log files. Category defined in the log4j configuration file. Written to log files. Category defined in the log4j configuration file. Integrating iviews for Related Content and SAP Portal logging Overview By default, iviews for Related Content logging system is enabled so that it can be configured with SAP Portal logging. The log4j_ivrc.properties file contains the following code snippet that enables the integration of these two logging systems: log4j.appender.saplogging=com.documentum.ei.eplogging.saplogappender log4j.appender.saplogging.categoryname=documentum/ivrc Note: To disable the integration of the two logging systems, comment the code snippet referenced previously. When you integrate the two logging systems, log4j_ivrc behaves as the first level of logging; you can control the severity of the log messages going into SAP logging depending on the settings specified in the log4j_ivrc.properties file. This section contains the following topics: Configuring the severity of logging in SAP, page 39 Viewing IVRC related logs in SAP, page 41 Configuring the severity of logging in SAP Depending on the severity of the log4j log messages, they are written either to SAP s default trace or the appropriate log category. You can control the severity level of the IVRC specific logs in SAP. To control the severity level of IVRC specific logging in SAP: 1. Do one of the following: EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 39

40 In Windows: In the system where SAP NetWeaver is installed, run the go.bat file available in the following directory: <SAP NetWeaver installationdirectory>\<j2eeinstance>\jc00\j2ee\admin. In UNIX: In the system where SAP NetWeaver is installed, run the go.sh file available in the following directory: <SAP NetWeaver installation directory>/<j2eeinstance>/ JC00/j2ee/admin. The Connect to SAP J2EE Engine dialog box appears. 2. Select Default and click Connect. The Login dialog box appears. 3. Enter your login credentials and click Connect. The Visual Administrator interface appears. 4. In the left pane, click the Cluster tab, and browse to <SID> > <server instance> > Services > Log Configurator. 5. To configure the log category, do the following: 1. In the middle pane, click the Categories tab. 2. Click the To advanced mode tab. 3. In the right pane, click the New button. The New Controller dialog box appears. 4. In the New controller name field, type Documentum/IVRC. 5. From the Severity drop down list, select an appropriate severity level. 6. To save the changes, click the Save icon. 7. From the context menu that appears, click Apply to all server nodes. 6. To configure the default trace, do the following: 1. In the middle pane, click the Locations tab. 2. Click the To advanced mode tab. 3. In the right pane, click the New button. The New Controller dialog box appears. 4. In the New controller name field, type com.documentum.ei. 5. From the Severity drop down list, select an appropriate severity level. 6. To save the changes, click the Save icon. 40 EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide

41 7. From the context menu that appears, click Apply to all server nodes. Viewing IVRC related logs in SAP To view IVRC related logs in SAP: 1. Do one of the following: In Windows: In the system where SAP NetWeaver is installed, run the go.bat file available in the following directory: <SAP NetWeaver installationdirectory>\<j2eeinstance>\jc00\j2ee\admin. In UNIX: In the system where SAP NetWeaver is installed, run the go.sh file available in the following directory: <SAP NetWeaver installation directory>/<j2eeinstance>/ JC00/j2ee/admin. The Connect to SAP J2EE Engine dialog box appears. 2. Select Default and click Connect. The Login dialog box appears. 3. Enter your login credentials and click Connect. The Visual Administrator interface appears. 4. In the left pane, click the Cluster tab, and browse to <SID> > <server instance> > Services > Log Viewer. 5. IVRC related log files are available here: Cluster > server instance > <SAP_Installation_Directory > > <Server_Instance_Directory> > log. Modifying the IVRC configuration object When you install the EI_Core_Docapp DocApp, a configuration object, IVRC Config, is installed in the repository in the following location: Cabinets > System > Doclink > EP > IVRC. To modify the IVRC configuration object: 1. Using Webtop, log in to the repository where you have installed the EI_Core_Docapp DocApp. 2. Browse to Cabinets > System > Doclink > EP > IVRC. EMC Documentum Content Services for SAP iviews for Related Content Version 6.0 Administration Guide 41

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