In order to reduce the customizing effort control groups are defined with the relevant settings and then afterwards assigned to document types.
Customizing Steps
Step | Description |
|---|---|
PC Application | Registration of all supported PC applications on the system. |
Definition of value assignment | Definition of control groups and activation of preferred functions. |
Assignment of PC application | Definition of active PC applications for a control group, which will be automatically filled acc. to settings. |
Control of automatic value assignment | Definition of status transitions which will initiate an automatic data assignment of a master original or a conversion. |
Definition Status-IDs | Defines for which IDs which status will be automatically filled. |
Rejected status | Defines status, after which the automatic data assignment of some other status shall be prevented. |
Assignment of document types | Assignment of document types to control groups. |
Template Control | Settings for access, filing etc. for templates. |
Assignment of SAP DMS applications | Assignment of SAP DMS applications to supported PC applications. |
Protected AddIn paths | Prevention of automatic AddIn installation to certain paths (> MS Office Extension). |
Customer-Exits | Registration of client specific function modules as customer exits. |
Troubleshooting
Only general guidance. For specific hints concerning enhancements please consult the relevant documentation.
In case a master document has not been value-assigned or converted correctly the following points are to be considered:
The relevant document type must be assigned to a control group (see Assignment of Document Type).
The relevant SAP DMS application must be assigned to a PC application (see Assignment of SAP DMS Application).
The automatic data filling / conversion of the relevant PC application must be assigned to a PC application (see Definition of Value Assignment).
The automatic data filling to a status change is preformed acc. to the status transitions as defined in the control groups (see Assignment of SAP DMS Application).
In case of automatic data filling on a Plossys conversion server, the relevant server-WS-application must be set in the settings of the PC application. Please regard references in PC Applications .