Interactive Forms based on

Adobe Software

Klaus Hartig
SAP (Schweiz) AG
Introduction into Forms Requirements
Technology Basics
New Features in SAP NetWeaver 2004s
Interactive Forms in SAP Solutions
Customer Projects: Liebenau Foundation, Linde
Migration
Summary
 Das Garagentor

© SAP AG 2005, Klaus Hartig / 3

 Das Garagentor

© SAP AG 2005, Klaus Hartig / 4

Introduction into Forms Requirements
Technology Basics
New Features in SAP NetWeaver 2004s
Interactive Forms in SAP Solutions
Customer Projects: Liebenau Foundation, Linde
Migration
Summary
 Requirements in Forms-Based Processes

Need to extend business processes to more users

„ Integrate internal and external users (managers, employees,
prospects, customers, …) into business processes

Overcome limitations of paper-based forms

processes
„ Paper forms are error-prone and easily outdated.
„ Processes require manual data re-entry.
„ Process status is hard to track.
„ Paper forms produce high costs (e.g. production, storage).

Improve electronic forms-based business

processes
„ Avoid redundancy of HTML, e-mail and fax documents
„ Make creation of electronic forms easier and less time-
consuming
„ Flexibly adjust forms-based business processes
„ Maintain familiar look and feel to enhance usability

© SAP AG 2005, Klaus Hartig / 6

 SAP/Adobe Partnership Overview

SAP/Adobe Strategic Partnership

„ Solution first available with SAP NetWeaver ‘04

Adobe provides
„ Open technology, de-facto standard for forms
„ Benefits of combination of PDF with XML

Benefits of SAP/Adobe collaboration

„ Integration of Adobe’s PDF technology into SAP solutions
„ Adobe Reader installed on virtually all desktops
„ User-friendly forms design tool lowers cost of operations
„ Reuse of existing PDF forms
„ “Natural” look and feel of forms
„ Close linking of processes and forms (real integration)

© SAP AG 2005, Klaus Hartig / 7

 Interactive Forms in SAP NetWeaver

Streamline paper-based business processes

enable new collaborative business scenarios
reach new users
„ Integrate interactive PDF documents into business
processes driven by SAP applications
„ Allow forms-based input combined with workflow
to start automated follow-up steps
„ Generate forms that contain data extracted from
SAP systems
„ Use dynamic or static forms
„ Complete forms online or offline
„ Submit data from the form back to SAP systems
„ Allow users to print forms

© SAP AG 2005, Klaus Hartig / 8

 Interactive PDF Form – The End User’s View

Paper-like layout
„ Self-explanatory
„ Natural look and feel

User Handling
„ Save locally
„ Distribute via email / Portal Background Services
„ Apply digital signature „ Structured data in XML
„ Print locally „ Pre-filled application values
„ Pre-filled list boxes, help values, …
„ Automatic data extraction
and integration in application

© SAP AG 2005, Klaus Hartig / 9

 The paperless office?

„Der Weg zum papierlosen Büro ist fast genauso

weit wie der zum papierlosen Klo“

Heinrich v.Pierer, ehemaliger Siemens Chef

© SAP AG 2005, Klaus Hartig / 10

Introduction into Forms Requirements
Technology Basics
New Features in SAP NetWeaver 2004s
Interactive Forms in SAP Solutions
Customer Projects: Liebenau Foundation, Linde
Migration
Summary
 Forms Scenarios – Technical View

Online Interactive Form Scenario

SAP NetWeaver Application Server

„ SAP system access needed
„ Full integration into Web Dynpro for Java
and ABAP frameworks Browser with
Adobe Reader plug-in
„ Context-sensitive value help, online checks

Offline Interactive Form Scenario Down- /

Upload
„ No SAP system access needed
„ Static value help, static checking,
simple arithmetic calculations E-mail /
Adobe Reader HTTP
„ Self-contained PDF (XML data+layout)
offline

Form Printing Scenario

„ ‘Classic’ form processing, not interactive
„ Output documents are printed, e-mailed, Archive
archived or faxed
Print

E-mail

© SAP AG 2005, Klaus Hartig / 12

 Full Integration into SAP NetWeaver

SAP NetWeaver™
PEOPLE INTEGRATION

Multi-Channel Access

Portal Collaboration
Composite Application Framework

INFORMATION INTEGRATION

Life Cycle Management

Bus. Intelligence Knowledge Man.

Master Data Management

APPLICATION SERVER
PROCESS INTEGRATION
J2EE ABAP
Integration Business
Broker Process Mgmt Adobe LiveCycle Adobe LiveCycle
Designer Designer
APPLICATION SERVER

Java ABAP Adobe Document Services

DB and OS Abstraction DB and OS Abstraction

© SAP AG 2005, Klaus Hartig / 13

 Interactive Forms – Design Time and Runtime

NetWeaver Developer Studio ABAP Workbench

SAP NetWeaver Application Server

Java PDF Object ABAP PDF Object

Adobe Document Services

Adobe Document Services J2EE Engine

© SAP AG 2005, Klaus Hartig / 14

 Interactive Forms – Run-Time Architecture

Application Server
J2EE ABAP
Adobe LiveCycle Adobe LiveCycle
Designer Designer

Adobe Document Services

DB and OS Abstraction
SAP NetWeaver Application Server
J2EE Stack ABAP Stack
Application Code (Java) Application Code (ABAP)

PDF Object (Java) PDF Object (ABAP)

Web Services Web Services

SOAP
Web Services
Document Service
EJB SOAP

Adobe Document Services

Core Components

© SAP AG 2005, Klaus Hartig / 15

Introduction into Forms Requirements
Technology Basics
New Features in SAP NetWeaver 2004s
Interactive Forms in SAP Solutions
Customer Projects: Liebenau Foundation, Linde
Migration
Summary
 News in SAP NetWeaver 2004s – Security

Document certification and signing on the server

„ Ensures that the form recipient can trust the identity of the
form creator

Validation of certified documents on the server

„ Ensures that the form template of incoming forms was not
modified

Validation of digital signatures on the server

„ Validates the identity of the person(s) who signed the form
„ Allows to discover changes to the form data after signing

Document permissions (e.g. do not allow printing)

© SAP AG 2005, Klaus Hartig / 17

 News in SAP NetWeaver 2004s – Table Design

Wizard-based table design

„ Create tables (in particular for output) easily with the assistance
of a user-friendly wizard

© SAP AG 2005, Klaus Hartig / 18

 News in SAP NetWeaver 2004s – ABAP

„ Enablement of solution for high-volume print

scenarios

„ Shipment of hundreds of print forms created in

Interactive Forms with mySAP ERP 2005

„ Integration into Web Dynpro for ABAP

‹Create Web applications using interactive PDF forms in
the ABAP Workbench

„ XML Forms Interface

‹Generate forms context from XML schema

© SAP AG 2005, Klaus Hartig / 19

Introduction into Forms Requirements
Technology Basics
New Features in SAP NetWeaver 2004s
Interactive Forms in SAP Solutions
Customer Projects: Liebenau Foundation, Linde
Migration
Summary
 Interactive Forms – SAP Integration Environments

Environment Availability
Guided Procedures
SAP NetWeaver 2004s
(for offline forms-based workflow processes)

Internet Service Request

mySAP ERP 2004
(for online forms-based workflow processes)

Web Dynpro for Java SAP NetWeaver 2004

(for application development with standard UI technology)

Web Dynpro for ABAP

SAP NetWeaver 2004s
(for interactive application development in ABAP)

ABAP Workbench
SAP NetWeaver 2004
(for high-volume printing, transaction SFP)

Enterprise reporting
SAP NetWeaver 2004s
(for printing dynamic BI tables)

© SAP AG 2005, Klaus Hartig / 21

 Example: mySAP ERP Print Forms

International forms
(globalized and
localized) in all ERP
areas.

© SAP AG 2005, Klaus Hartig / 22

Introduction into Forms Requirements
Technology Basics
New Features in SAP NetWeaver 2004s
Interactive Forms in SAP Solutions
Customer Projects: Liebenau Foundation, Linde
Migration
Summary
 Offline Interactive Scenario by SAP Customer

Workshop supervisor

Send back
by e-mail
RM File
Evaluation form

Create passive PDF and file form

Pre-fill with in Records Management
patient data

IS-H / RM

Extract data Update data

XML Z table

© SAP AG 2005, Klaus Hartig / 24

 Use Case Linde AG Supplier Ratings

Objective: Improve quality of suppliers to reduce

production costs

Solution: Supplier qualifications using

Interactive Forms

© SAP AG 2005, Klaus Hartig / 25

 Scenario: Web Requests in CRM

Authority Offer forms

on homepage
Get forms from
homepage
Citizen

Form sent back to authority

Fill in
form
offline

Form will be processed Automatic confirmation

by the system of receipt with form as
attachment

Further steps: notification

to the citizen, remittance
Saving or printing of
of required documents,
confirmation with form
Information about next
by citizen
steps,....
© SAP AG 2005, Klaus Hartig / 26
 Scenario 3: Support for Sales Force (Offline)

@ Sales Representative

„ Complete form with

„ Generate customer visit
customer
out of campaign
„ Print out for customer as
„ Send filled PDF to sales
meeting minutes
representative
„ Forward form to SAP
system

„ Automaticprocessing of @ SAP
next steps (e.g. order
posting)

mySAP CRM

© SAP AG 2005, Klaus Hartig / 27

Introduction into Forms Requirements
Technology Basics
New Features in SAP NetWeaver 2004s
Interactive Forms in SAP Solutions
Customer Projects: Liebenau Foundation, Linde
Migration
Summary
 Tool-Supported Migration of Smart Forms

Transaction SMARTFORMS

© SAP AG 2005, Klaus Hartig / 29

Introduction into Forms Requirements
Technology Basics
New Features in SAP NetWeaver 2004s
Interactive Forms in SAP Solutions
Customer Projects: Liebenau Foundation, Linde
Migration
Summary
 Summary

Interactive Forms based on Adobe software provide

substantial benefits, because they …
„ Automate and streamline forms-based business
processes

„ Are fully integrated into SAP NetWeaver

„ Are available to any SAP solution

„ Combine the benefits of the open technology standards

XML and PDF

„ Can be deployed in online and offline scenarios

„ Cover high-volume print requirements

© SAP AG 2005, Klaus Hartig / 31

 Forms Scenarios – Technical View

Online Interactive Form Scenario

SAP NetWeaver Application Server

„ SAP system access needed
„ Full integration into Web Dynpro for Java
and ABAP frameworks Browser with
Adobe Reader plug-in
„ Context-sensitive value help, online checks

Offline Interactive Form Scenario Down- /

Upload
„ No SAP system access needed
„ Static value help, static checking,
simple arithmetic calculations E-mail /
Adobe Reader HTTP
„ Self-contained PDF (XML data+layout)
offline

Form Printing Scenario

„ ‘Classic’ form processing, not interactive
„ Output documents are printed, e-mailed, Archive
archived or faxed
Print

E-mail

© SAP AG 2005, Klaus Hartig / 32

 Starter Package - Ziele

„ Kennenlernen der Tools und der Technologie der

interaktiven Formulare.

„ Unterstützung bei den ersten Schritten, um

anschliessend eigene Szenarien realisieren zu können.

„ Vermitteln der Grundkenntnisse beim Entwickeln

interaktiver und eigener Formulare im Rahmen eines 2-
tägigen Workshops

„ Kennenlernen der Design Tools, deren Einbettung in die

Entwicklungsumgebungen sowie die Vorgehensweise

„ Analyse und Beschreibung von ein oder zwei

interaktiven Prozessen, nicht aber deren vollständige
Realisierung.

© SAP AG 2005, Klaus Hartig / 33

 Servicebeschreibung

Das Starter Package „Interactive Forms“ beinhaltet:

„ Überblick:
‹ Technologie interaktiver Formulare
‹ Einweisung in Adobe Lifecycle Designer/Design von interaktiven
Formularen
‹ Integration eines Formulars in den Geschäftsprozess (Framework:
ABAP, Java)
„ Unternehmensspezifische Prototypszenarien (1-2):
‹ Design/Gestaltung des jeweiligen interaktiven Formulars
‹ Konzeption/Beschreibung des interaktiven Formularprozesses
(Prozessbeschreibung, beteiligte Systeme, Schnittstellen, …)
„ Workshop
‹ 2 Tage vor Ort
‹ Ausarbeitung der Prototypszenarien
„ Systemvoraussetzung:
‹ Web AS 6.40
‹ Adobe Document Services
‹ Adobe Lifecycle Designer
„ Preis: CHF 8000.-

© SAP AG 2005, Klaus Hartig / 34

 Further Information

Î Public Web
NetWeaver Developer‘s Guide: www.sdn.sap.com/sdn/developersguide.sdn
SAP Developer Network: www.sdn.sap.com
Î Web Application Server Î Quick Link Interactive Forms: Featured Content
Adobe: www.adobe.com/sap
www.sap.com: Solution Brief “SAP Manager Self-Service: Tools for Smart
Decisions and Lower Costs”
SAP Customer Services Network: www.sap.com/services/

Î SAP Service Marketplace

http://service.sap.com/adobe

Î Related SAP Education Training Opportunities

http://www.sap.com/education/
BC480: PDF-Based Print Forms with the Interactive Forms Solution

© SAP AG 2005, Klaus Hartig / 35

 Fragen ?

Klaus Hartig

NetWeaver Technology Consulting

SAP (Schweiz) AG
Althardstrasse 80
CH 8105 Regensdorf

Mobil +41 (0) 79 500 6871

klaus.hartig@sap.com
www.sap.com

© SAP AG 2005, Klaus Hartig / 36

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© SAP AG 2005, Klaus Hartig / 37