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ERX100500-01-IWS-EN-3
OpenText™ Extended ECM for SAP® Solutions
Installation Guide for Microsoft Windows with Microsoft SQL Server
ERX100500-01-IWS-EN-3
Rev.: 2015-Sept-14
This documentation has been created for software version 10.5 SP1.
It is also valid for subsequent software versions as long as no new document version is shipped with the product or is
published at https://knowledge.opentext.com.
Open Text SA
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For more information, visit https://www.opentext.com
Copyright © 2015 Open Text SA and/or Open Text ULC (in Canada). All Rights Reserved.
Trademarks owned by Open Text SA or Open Text ULC (in Canada). All rights reserved.
Disclaimer
Every effort has been made to ensure the accuracy of the features and techniques presented in this publication. However,
Open Text Corporation and its affiliates accept no responsibility and offer no warranty whether expressed or implied, for the
accuracy of this publication.
Table of Contents
1 What is OpenText Extended ECM for SAP Solutions ............ 9
1.1 What is new? .................................................................................... 9
1.2 Related documentation ...................................................................... 9
2 Overview ................................................................................... 13
3 Prerequisites ............................................................................ 17
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Chapter 1
What is OpenText Extended ECM for SAP Solutions
OpenText Extended ECM for SAP Solutions (Extended ECM for SAP Solutions) is a
combination of a Content Server module and an SAP package, with which you can
integrate Content Server functionality into SAP business processes. This includes
functionality for document and records management, archiving, workflow and
collaboration.
Business A business workspace in Content Server contains content that is relevant for an SAP
workspaces, business object. From Content Server side, users can easily view the data of this SAP
cases and
binders
business object. From the SAP system side, users can access Content Server items in
the business workspace without leaving the SAP system. To make full use of the
Content Server functionality, not only business workspaces but also cases and
binders can be configured for ECMLink.
Business In addition to the content that is stored in a business workspace for an SAP business
attachments object, users can connect additional documents as business attachments to an SAP
business object.
Business rela- Extended ECM for SAP Solutions provides tools to illustrate a relationship between
tionships business workspaces. For example, a hierarchical relationship between business
workspaces can be displayed in a sidebar widget of a business workspace.
Product docu- The following documentation is available for ECMLink and Extended ECM for SAP
mentation Solutions in the OpenText Knowledge Center (https://knowledge.opentext.com/
knowledge/cs.dll/Open/10194282):
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Chapter 1 What is OpenText Extended ECM for SAP Solutions
and shows different business scenarios of Extended ECM for SAP Solutions and
ECMLink.
OpenText ECMLink for SAP Solutions - Installation and Upgrade Guide (ERLK-IGD)
The Installation Guide describes the installation and upgrade of ECMLink up to
the point where the connection between SAP and Content Server is established.
OpenText Extended ECM for SAP Solutions - User Management and Access Control
Scenarios (ERX-CUM)
This guide discusses user management and access control scenarios.
OpenText Extended ECM for SAP Solutions - Installation Guide for Microsoft Windows
with Microsoft SQL Server (ERX-IWS) (this guide)
This specific Installation Guides describe the setup of one architecture scenario
for Extended ECM for SAP Solutions with Microsoft SQL Server as database.
OpenText Extended ECM for SAP Solutions - Installation Guide for Microsoft Windows
with Oracle (ERX-IWO)
This specific Installation Guides describe the setup of one architecture scenario
for Extended ECM for SAP Solutions with Oracle as database.
Release Notes The Release Notes describe the following aspects in detail:
• The software supported by the product
• Requirements
• Restrictions
• Important dependencies
• Last-minute changes regarding the documentation
• Manual IDs of the current documentation
The Release Notes are continually updated. The latest versions of the ECMLink and
Extended ECM for SAP Solutions Release Notes is available in the OpenText
Knowledge Center: ECMLink (https://knowledge.opentext.com/knowledge/cs.dll/
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1.2. Related documentation
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Chapter 2
Overview
This system overview explains how the system will look like after installation.
Important
The documentation assumes that the only installation media is the Extended
ECM for SAP Solutions 10.5 SP1 installation media. It includes OpenText
Enterprise Library 10.5 SP1.
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Chapter 2 Overview
Important
In this guide the proposed default file system paths are described as a C
drive exists on all Windows systems. But in general it is strongly
recommended to install software on a different drives and to separate data
from the binaries. Therefore you should prepare a partition and file system
concept.
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Part 1
Setting up Archive Server
Chapter 3
Prerequisites
A user with all administrative rights is available. For this example, we use the user
administrator.
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Chapter 4
Installing JRE, Tomcat and SQL Server
1. Download Java Runtime Environment 64 bit from the Extended ECM for SAP
Solutions installation media.
3. Click Next in the startup window and click I Agree to confirm the license
agreement in the next window.
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Click Next.
5. Keep 8080 as HTTP/1.1 Connector Port and do not enter a User Name and
Password.
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4.2. Installing and configuring Apache Tomcat 7
Click Next.
6. Choose the installation path for the Java Runtime Environment and click Next
to start the installation.
7. Keep the Destination Folder in the Choose Install Location window and click
Install.
8. Select Run Apache Tomcat in the final window and click Finish to complete
installation.
9. Select Start > Administration Tools > Services and check whether the service
Apache Tomcat 7.0 Tomcat7 is started. Right-click the service and ensure that
the Startup Type is set to Automatic.
In this window, the service can also be restarted if necessary.
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-XX:MaxPermSize=256m
-XX:+CMSClassUnloadingEnabled
-XX:+CMSIncrementalPacing
-XX:+UseConcMarkSweepGC
b. In the Initial memory pool box, enter 512 MB.
In the Maximum memory pool box, enter 1024 MB.
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4.3. Installing SQL Server 2012
c. Click OK.
d. Open the >Tomcat home>\conf\logging.properties file in an editor.
e. In the line starting with .handlers = ..., remove the entry
java.util.logging.ConsoleHandler and save the file.
f. Restart the Apache Tomcat service.
g. Test Tomcat: Call the URL http://localhost:8080. The Tomcat default page
opens.
h. Stop the Apache Tomcat service to avoid undesired deployments.
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6. On the Product Key page, select Enter the product key and enter or verify the
product key.
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Click Next.
7. On theLicense Terms page, select I accept the license terms.
Click Next.
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4.3. Installing SQL Server 2012
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Click Next,
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15. On the Instance Configuration page, keep the default setting and click Next.
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16. On the Disk Space Requirements page, keep the default settings and click
Next.
17. On the Server Configuration page, select the Service Accounts tab and specify
the following:
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18. Select the Collation tab. Select the Database Engine and click Customize.
Select SQL collation, used for backwards compatibility and select
SQL_Latin1_General_CP1_CS_AS from the list.
Caution
This is very important: Do not use the default value (case insensitive)!
If you select the wrong setting, you have to reinstall your database
system.
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19. On the Database Engine Configuration page, select Mixed Mode, do the
following:
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20. On the Error Reporting page, do not select anything. Click Next.
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21. On the Installation Rules page, verify that no errors exist and then click Next.
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22. On the Ready to Install page, check the summary for the specified parameters
and click Install.
Note: If the installation does not proceed when showing Installing local
groups, unplug the network cable of the database server during
installation.
23. When all products have reached the status Succeeded, click Close.
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1. Select Start > Programs > Microsoft SQL Server 200x > SQL Server
Management Studio.
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4.4. Configuring SQL Server network connectivity
3. Click Connect.
4. Right-click on localhost (SQL Server 10.0.xxxx - sa), and then click Properties.
5. In the Server Properties window, click Connections. Select the Allow remote
connections to this server option if not already selected and click OK to save
your changes.
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6. Click Start > Programs > Microsoft SQL Server 2012 > Configuration Tools >
SQL Server Configuration Manager.
7. Expand SQL Server Configuration Manager (Local) > SQL Server Network
Configuration > Protocols for MSSQLSERVER.
8. If TCP/IP is not enabled yet, right-click TCP/IP, and then click Enable.
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4.4. Configuring SQL Server network connectivity
10. Repeat the two last steps for the client protocols of SQL Native Client 11.0
Configuration (32 bit) and SQL Native Client 11.0 Configuration.
11. Expand SQL Server Configuration Manager (Local) > SQL Server Services,
right-click SQL Server (MSSQLSERVER), and then click Restart.
SQL Server is now ready to be connected via TCP/IP.
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3. Expand <host name> (SQL Server 10.0.xxxx - sa) > Security > Logins, right-click
Login, and select New Login.
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4.5. Creating the login and the database for Archive Server
6. Expand <host name> (SQL Server 10.0.xxxx - sa) > Databases, right-click
Databases, and then select New Database.
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4.5. Creating the login and the database for Archive Server
8. Select Filegroups.
9. Click Add twice, and create one filegroup for data and one for index (e.g.
ECR_DATA and ECR_INDEX).
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11. Create the database files for the data and the index filegroups:
a. Add two files for the data and index filegroups created above: Choose a
logical name for the files (e.g. ECR_DATA_1 and ECR_INDEX_1,
respectively).
Choose the respective filegroup (in the example, select the ECR_DATA
filegroup for the ECR_DATA_1 file and the ECR_INDEX filegroup for the
ECR_INDEX_1 file).
Choose a path where the files are to be located. The files will be created in
the folder you enter. The folder must exist.
b. Choose a path for the primary filegroup and the transaction log (named
<database name> and <database name>_log, respectively.
c. Specify a suitable initial size and enable unrestricted autogrowth for each of
the files:
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12. Expand <host name> (SQL Server 10.0.xxxx - sa) > Security > Logins, right-click
ecr, and then click Properties.
13. In the Login Properties window, select General. Select ECR as the default
database and click OK.
Optional: Test To make sure the Archive Server database has all the required features, process the
the Archive StPreSchemaCreateMSSQL.sql check script that can be found in the Knowledge
Server
Database
Center: https://knowledge.opentext.com/knowledge/cs.dll/open/17997622
Example: It is assumed that you process this script on the database server:
If you do not get any FATAL messages, the configuration of connection and user is
correct.
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Chapter 5
Installing Archive Server
Note: This chapter describes a basic installation. For more information, see the
OpenText Content Suite Platform document selection (https://
knowledge.opentext.com/knowledge/piroot/_doclists/sucsp-basic.100500.xml)
in the OpenText Knowledge Center.
1. Download the OpenText Extended ECM for SAP Solutions 10.5 ISO-9660 image
from the OpenText Knowledge Center (https://knowledge.opentext.com/
knowledge/llisapi.dll/Open/8521552) and burn a DVD from it.
Alternatively, use a third-party tool to mount the ISO image as a virtual drive.
Using this method, you can directly start ECM Suite Installer in the image file.
For details, see the Knowledge Center (http://mimage.opentext.com/support/
ecm/secure/software/checksuminstructions.html).
3. Insert or mount the OpenText Extended ECM for SAP Solutions product DVD.
If the installation does not start automatically, run <DVD drive>:
\Mastersetup.exe. The ECM Suite Installer starts.
5. Read the License Agreement. To accept it, select I accept the terms in the
License Agreement and click Agree.
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7. Deselect Document Pipelines if not required and click Next. If you want to
install Document Pipelines, open the section and check the selection. If needed,
select additional components, for example Document Pipeline for Content
Server which is needed for Enterprise Scan.
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5.2. Installing Directory Services
1. After clicking Next in the ECM Suite Installer window, the Directory Services
installer opens. Click Next.
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2. Select the check box if you want to setup the server as a replication server.
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5.2. Installing Directory Services
3. In the Destination Folders window, enter the paths to the folders for the
Directory Services installation or browse the file system by clicking the Browse
buttons.
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5.2. Installing Directory Services
5. In the Apache Tomcat Directory window, enter the service name tomcat7 or the
installation directory.
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6. In the Directory Services Parameters window, apply the default settings and
click Next.
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5.2. Installing Directory Services
• LDAP Administration Port: The port that will be used for administration
traffic (default: 4440).
• LDAP Communication Port: The port number that Directory Services uses
for communication with your LDAP directory server. Also known as the
LDAP Listener Port (default: 389 for Windows; 1389 for UNIX).
7. In the OTDS Administrator window, enter a password for the global OTDS
Administrator user name (otadmin@otds.admin) and click Next.
The default user (otadmin@otds.admin) is created by the installation.
The following users and groups are added to the role during the installation
when OpenText Directory Services authentication is selected:
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8. In the OpenText Directory Services 10.2.1 Data Import window, click Next.
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1. After clicking Next in the Archive Server installer window, specify the
application server to be used.
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2. In the Apache Tomcat Parameters window, select the service name you entered
before during the Directory Services installation.
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4. In the Destination Folders window, enter the paths to the folders for the
Archive Server installation and configuration data or browse the file system by
clicking the Browse buttons.
Click Next.
5. Specify the service user settings for the Archive Spawner service.
Select Run the service as local system to use the system account for running the
service.
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Click Next.
6. Enter the paths to the folder for the logging information and the folder for
runtime files (var) or browse the file system by clicking the Browse buttons.
Note: You can only change these settings if they were not specified before.
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Click Next.
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Click Next.
8. Enter the parameters for the archive database. If possible, use the default
settings.
Database server: Name of the computer the database resides on, the host name,
for example xecmdbv8els2.eng-muc-test.opentext.net.
Database port: Port used for connections to the database; default: 1433
Database name: Name of the database (case sensitive); default: ECR
Database user: Name of the ECR database user; default: ecr
Database password: Password of the ECR database user
Important
Do not use empty passwords!
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Important
On the remote database server, the firewall has to be turned off before
proceeding.
10. Click Next. The setup tests the connection to the database. In case of an error,
check %TEMP%\opentext\MakeSchema.log.
In our example the database server is the ELS server.
11. Enter the folders for the building of the ISO trees and images or browse the file
system by clicking the Browse buttons.
Important
The ISODIR and IMGDIR folders must be different.
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Click Next.
12. In the Directory Services Parameters screen, select Run Archive Server with
built-in User Management (dsadmin).
13. Click Install. The installation process takes place. This may take some minutes.
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5.4. Installing Archive Monitoring Server
4. Enter the paths to the folders (here, use the default as displayed in the
screenshot) for the Archive Monitoring Server installation and configuration
data or browse the file system by clicking the Browse buttons.
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Click Next.
Note: You can only change these settings if they were not specified before.
Select either:
• Run the Archive Spawner service as local system to use the system account
for running the service.
• Run the Archive Spawner service as user to assign a dedicated user to the
server. Enter the user name including the domain (if not specified before),
the password, and confirm the password. You must always specify the
password.
6. Enter the path to the folder for the logging information or browse for it by
clicking the Browse button. Click Next.
Note: You can only change this folder if it was not specified before.
Click Next.
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5.5. Installing ECMLink Web Services
2. In the Apache Tomcat Parameters window, select the service name you entered
before during the Directory Services installation.
Click Next
3. In the Ready to Install window, click Install. The installation process takes
place.
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Note: This is only necessary if you do not deploy Content Web Services
using the Content Server setup, because the Content Web Services do not
run on the same machine as Content Server. If you use the setup, keep the
default value cws.
2. Only Unix systems: After deploying the services, change the directory of the
log files.
2. Find the following elements and change the values according to your needs:
<context-param>
<param-name>LivelinkServer</param-name>
<param-value>localhost</param-value>
</context-param>
<context-param>
<param-name>LivelinkServerPort</param-name>
<param-value>2099</param-value>
</context-param>
<context-param>
<param-name>LivelinkEncoding</param-name>
<param-value>UTF8</param-value>
</context-param>
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5.6. Installing Enterprise Library Services
2. In the Apache Tomcat Parameters window, select the service name you entered
before during the Directory Services installation.
Click Next.
3. Specify the configuration parameters. You can also specify them later in the
Administration Client.
• Content Server URL: Hostname of the Content Server (fully qualified with
domain).
• Content Server LAPI Port: For the port to be used, accept the default
(default: 2099).
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Click Next
4. In the Ready to Install window, click Install. The installation process takes
place.
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5.8. Installing Solution Registry Agent
Click Next.
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5.10. Installing the Archive Server Update
As these components are not very common for Extended ECM for SAP Solutions
this document does not describe the detailed configuration. If required install the
files by selecting the desired file system paths and leave all other values empty or
keep the default values.
2. After all patches are installed, you see if the installation was successful. You can
also display a logfile for every patch by clicking on a list item.
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5.12. Test: Archive Spawner Service created
Important
Do NOT yet start the Spawner- or Apache Tomcat Service in Windows.
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Part 2
Setting up Content Server
Chapter 6
Setting up IIS 7.5
You must add the Web Server Role to Windows Server and enable content
expiration.
Important
This chapter does not describe how to configuring IIS in general. It only
describes features that are required for Content Server.
1. In the Windows Start Menu, click Start > Administrative Tools > Server
Manager.
2. In the Server Manager dialog box, click Add roles and features.
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6. Select Web Server (IIS), and click Next.
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9. The Web Server Role (IIS) displays information. Click Next.
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Click Next.
11. Review the list of role services or features, and then click Install.
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1. To start the IIS Manager, click Start > Administrative Tools > Internet
Information Services (IIS) Manager.
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2. Expand the server name folder, expand the Sites folder, and click Default Web
Site. In the IIS section of the Default Web Site Home pane, double-click MIME
Types.
3. Click Add.
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4. In the File name extension box, enter .properties, and in the MIME type box
enter application/octet-stream.
Click OK.
5. In IIS Manager, in the Connections pane, expand Sites, and click Default Web
Site. In the IIS section of the Default Web Site Home pane, open WebDAV
Authoring Rules.
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7. In the Add Authoring Rule dialog, in the Allow access to section, click
Specified content and enter / (forward slash) for the specified content. In the
Allow access to this content to section, click All users. In the Permissions
section, click Read and Source.
Click OK.
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9. In the WebDAV Settings dialog, in the Property Behavior section, set the
Allow Anonymous Property Queries and the Allow Property Queries with
Infinite Depth options to True.
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11. In the Actions dialog, click Enable WebDAV.
12. In the IIS Manager in the Connections tree, click Default Web Site.
13. In the Default Web Site Home dialog, double-click HTTP Response Headers.
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14. In the Actions dialog, click Set Common Headers… or, alternatively, right-click
the HTTP Response Headers Feature Page and click Set Common Headers….
15. In the dialog box, select the Expire Web content box to enable content
expiration. Set it to 1 day.
16. Test the configuration: On the server on which you install Content Server, in the
Internet Explorer call this URL: http://localhost. The standard IIS welcome page
should appear.
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Chapter 7
OpenText Extended ECM for SAP Solutions Master
Setup
Following the two-server approach for Extended ECM for SAP Solutions, Content
Server is installed separately on the second server.
To start the Master Setup for Content Server on the second server:
1. Download the OpenText Extended ECM for SAP Solutions 10.5 ISO-9660 image
from the OpenText Knowledge Center (https://knowledge.opentext.com/
knowledge/llisapi.dll/Open/8521552) and burn a DVD from it.
Alternatively, use a third-party tool to mount the ISO image as a virtual drive.
Using this method, you can directly start ECM Suite Installer in the image file.
For details, see the Knowledge Center (http://mimage.opentext.com/support/
ecm/secure/software/checksuminstructions.html).
3. To run the master setup of the Extended ECM for SAP Solutions installation:
Mount the product DVD. If the installation does not start automatically, run
<DVD drive>:\Mastersetup.exe. The Extended ECM for SAP Solutions Suite
Installer starts.
5. Read the license agreement. To accept it, select I accept the terms in the License
Agreement. Click Agree to continue.
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7. Click Next.
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9. In the Summary window, check that all required modules are listed.
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Chapter 8
Installing Content Server on Windows
Note: This chapter describes a basic installation. For more information, see the
OpenText Content Suite Platform document selection (https://
knowledge.opentext.com/knowledge/piroot/_doclists/sucsp-basic.100500.xml)
in the OpenText Knowledge Center.
After clicking Install in the Master Setup, the Install Location window opens.
1. In the Install Location window, enter the path as displayed or accept the
default.
2. Click Next.
3. In the Content Server Configuration window, enter the following parameter
values:
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Click Next.
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5. In the IIS Web Server Mapping window, accept the default URL prefix for
the /img/ support directory or enter a new prefix.
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Click Next.
6. In the Port Configuration for Content Server window, accept the default values
for Service Port, Admin Port, and RMI Port.
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Click Next.
7. As Web Server type for Content Web Services, select Apache Tomcat and click
Next.
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9. Enter the web server settings.
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11. In the Start Services for Content Server window, select View Mapping File
and the other options.
The mappings.tbl file is a text file that contains the URL prefix (virtual
directory alias) path names that you need to map when you configure your Web
server or application server.
12. The mappings.tbl file is opened in a separate window. Check it and close the
window.
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Chapter 9
Installing Content Server modules
Content Server modules are installed using the same steps. The setups of Content
Server modules are initiated from the ECM Suite Installer, one after the other. The
first module automatically starts after Content Server installation has finished. After
the installation of the module is finished, the installation of the next module starts
automatically.
2. The respective module window for selecting the install location opens. Select
the instance of Content Server on which you want to install the module, and
click Next.
4. Click Finish.
5. The next module installation window opens. Continue with the installation as
described above for every module.
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a. Make sure the Content Server services are not running and confirm the
dialog with Yes.
b. Confirm the dialog with Yes to restart the Content Server services.
8. Now the binaries are installed and the modules are prepared for a later
installation in Content Server.
9. To test the installation, check whether the installed modules are located in the
Content Server staging directory C:\opentext\staging.
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Configuring Content Server
Important
Installing the modules requires JavaScript. Ensure that JavaScript is
enabled in your browser.
The settings in the Configure Server Parameters window apply to the first
login after installation only.
2. In the Configure Server Parameters window, keep the default values. You have
to scroll to check all parameters.
3. Specify a Content Server Administrator password. This will be required to open
the administration page in the future.
Tip: The Administrator password is one that you use to access the
Administration pages. Do not confuse this password with the password
for the internal Admin user, which is livelink by default. The internal
Admin user is another security step to access certain Administration
pages. After the initial Content Server installation, you should change the
default Admin password on Content Server > Enterprise > Users &
Groups.
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5. Create a folder with the name C:\csupload. Make sure there is sufficient disk
space available.
Click Continue.
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10. On the Select RDBMS Type page, select Microsoft SQL Server.
12. On the Microsoft SQL Server Administrator Log-in page, enter the fully
qualified hostname of Archive Server (on which you installed the software) and
the sa password specified when the database server was installed.
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16. In the Create A new Microsoft SQL Server Database area, enter the parameter
values as displayed in the following screenshot.
Note: If this is NOT a test system, you must adjust the file size errors.
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17. Click Create Database.
18. In the Create A New User area, enter the parameter values as displayed in the
following screen shot.
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20. Click Return to the previous page and set the parameter values as displayed in
the following screenshot.
Ensure that csadmin is selected as Microsoft SQL User Name.
22. In the Username box, enter Admin and in the Password box, enter the default
value livelink.
24. On the Install Modules page, the modules currently installed are displayed. Do
not install any modules now.
Before you continue, restart the Content Server Service OTCS service in the
Windows Services Panel (for example Control Panel > System and Security >
Administrative Tools > Services).
Click Continue.
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26. Start Content Server Administration:
From the Start menu, click Open Text Content Server 10 (OTCS), and then
click Content Server Administration.
Alternatively, call this URL: http://localhost/OTCS/livelink.exe?
func=admin.index
27. The Create New Enterprise Data Source page opens. Set the parameter values
as displayed in the following screenshot.
28. A status window opens, displaying success or failure of the process creation.
Click Continue to complete the setup.
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Note: If you have a valid license at hand, you can also upload it. The
result is displayed on the page.
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This is the last Content Server configuration step. Click Go to Content Server
home page to access the Enterprise Workspace. It is now recommended to
change the Admin password.
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Chapter 11
Uninstalling the Document Undelete module
4. Restart the Content Server (OTCS) service when requested and click Continue.
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Deploying the Web Content Services to Tomcat
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3. From the Installable Modules list, install the modules in accordance to the
dependencies between the modules.
Start with installing required modules that do not have any dependencies listed
in the Dependencies column.
Note: Always restart the server instance of Content Server between the
steps.
7. ECMLink
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Testing Content Server search
3. Wait about 5 minutes to get the folder full-text-indexed and search for the folder
name in the search box.
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Part 3
Installing patches
Chapter 15
Installing Enterprise Library patches
Mandatory Enterprise Library patches are installed by the master setup. However,
when a new patch collection is available after the release, you have to install it
manually.
At the Content Stop Content Server service and Content Server Admin service.
Server server:
To install the patches on Archive Server:
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Installing Content Server patches using the cluster
management tool
Update Content Server to the current patch level. You can do this using the new
Content Server cluster management tool which allows for easy patch discovery and
deployment. Patch dependencies are enforced along with the removal of superseded
patches. All patches are deployed on a master instance. Once installed the
Administrator can validate the patches before pushing the changes to all other
instances in the cluster.
Tip: For more information, see Cluster Management Patch Deployment System
(https://knowledge.opentext.com/knowledge/cs.dll/Open/41561891) in the
OpenText Knowledge Center.
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Configuring Enterprise Library Services
Chapter 17
Starting the Administration Client on Archive Server
To check successful installation, start Administration Client and add your server.
You have to add three server nodes:
• A server node for Archive Server
• A server node for Directory Services
• A server node for Enterprise Library Services
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Click OK.
5. To create the server node for Directory Services, in the Actions pane, click Add
Server.
7. Change the port to 8080 and choose the protocol (for example http). For the
Directory Services node, select Directory Services 10.5.0.
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Click OK.
8. To create the server node for Enterprise Library, in the Actions pane, click Add
Server.
10. Change the port to 8080 and choose the protocol (for example http). For the
Directory Services node, select Enterprise Library 10.5.0.
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Click OK.
11. Select one of the new servers. In the right pane, click Sign in. Sign in as the
default administration user otadmin@otds.admin. The password was defined
in “Installing Directory Services” on page 51.
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Repeat this step for all newly created servers.
If you can access the server, the installation so far has been successful.
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Chapter 18
1. To start Administration Client, click Start > All Programs > OpenText >
Administration Client.
2. Open Shared Services and select the respective server, <host name> (here:
vmeldev2:8080).
3. Sign in as otadmin@otds.admin.
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Click Next.
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18.1. Creating a resource ID
Click Next.
Click Next.
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8. Content Web Services were deployed during the installation of Content Server.
Click Next.
9. In the Connection Information screen, enter the respective user and password.
Change the connection settings for the Member Services and for the
Authentication Services from les-services to cws. Do not use localhost but a
fully qualified host name, for example vmmucels08.eng-muc-
test.opentext.net. For all other values, apply the default settings. Also keep
Admin as the user name.
To verify your settings, click Test Connection. If the result is successful, click
Next.
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18.2. Setting the resource ID at Content Server
A resource ID is created.
13. In the Resource Identifier dialog, click Copy to Clipboard and continue with
OK.
Thereby, the resource ID is ready to be pasted in a following step.
Tip: Paste the copied resource ID in a temporary text file for future
reference.
14. Click OK.
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Click Run Test. If (and only if) the test is successful, click Save.
5. Restart the Content Server service in the Server Manager or from the Content
Server Administration.
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18.3. Setting up a synchronized OTDS user partition from Active Directory
10. In the Trusted Referring Websites box, check that the full qualified ELS server
name was added correctly.
1. Start Administration Client (Start > All Programs > OpenText > Administration
Client).
2. Sign in as otadmin@otds.admin.
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18.4. Editing memberships to OTDS roles
1. Start Administration Client (Start > All Programs > OpenText > Administration
Client).
2. Sign in as otadmin@otds.admin.
4. Select Access to OTCS and click on Edit Members in the Actions bar.
In the User Partitions tab, select both partitions and click OK.
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Chapter 19
Configuring Archive Server
The following procedures are required to configure Archive Server for Extended
ECM for SAP Solutions to get a simple archive set up.
This setup will guide you through creating a disk volume of type HDSK. However
for production deployments, OpenText recommends that you consult Professional
Services to design an Archive Server implementation that properly utilizes the
storage devices listed in the Archive Server Storage Platforms Release Notes – for
implementations with a large volume of documents, using a disk volume of type
HDSK (many discrete files) can significantly increase operational backup and restore
times.
New: Since Update 2014.1, you can connect multiple instances of Enterprise
Library or Content Server to a single Archive Server. Hence, the configuration
of the Content Server connection in Archive Server has changed.
Update 2014.1 If you cannot find the configuration variable in the procedure below, install Update
2014.1 for OpenText Archive Server and OpenText Enterprise Library (or later) first.
For more information, see OpenText Archive Server and OpenText Enterprise Library -
Update Installation Guide (Windows) (AR-DWG) or OpenText Archive Server and
OpenText Enterprise Library - Update Installation Guide (UNIX/Linux) (AR-DUG).
Prerequisite Archive Server must be configured to use Directory Services as user management
system. For more information, see OpenText Archive Server - Administration Guide
(AR-ACN).
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Example:
4F61B240-3F36-445F-7AB3-4702EE063DB3=d5299cd0-166b-4bf4-80b8-
d58745097a06:vmelharv-prod:2099@otadmin@otds.admin
Note: To find out the value of <Content Server GUID>, enter the
following URL in a browser:
http://<Content Server>?func=ll.identify
To be sure, verify the value in the ot-elib.log file, for example:
<date> INFO [...]
com.opentext.ecm.services.entlib.impl.ELContentService --
initService(): Content Server system
GUID='4F61B240-3F36-445F-7AB3-4702EE063DB3'
You can find the value of <Content Server OTDS resource ID> in the
Administration Client: Directory Services > Resources > <resource> >
Edit.
2. Allow the Archive Server resource to impersonate users of the Content Server
resource anonymously:
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19.2. Creating disk volumes for storage and for disk buffer
3. Select Archive Server > Infrastructure > Disk Volume and in the Actions pane,
click New Disk Volume.
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4. As Volume name, enter A1Volume1, and as Mount path, browse for the folder
created in step 1 (C:\A1Volume).
5. As Volume class, select Hard Disk, and then click OK.
6. Create another volume with Volume name A1Buffer1 and as Mount path
browse for the folder created in step 1 (C:\A1Buffer1).
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19.3. Creating a buffer
1. In the Administration Client select Archive Server > Infrastructure > Buffers
and in the Actions pane, click New Original Disk Buffer.
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1. In the Console tree, select Archives > Original Archives and in the Actions
pane, click New Archive. The window to create a new logical archive opens.
Caution
SAP accepts archive names with maximum two characters only.
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19.5. Creating a pool
1. Select the A1 archive and in the Actions pane, click New Pool.
2. As Pool name, enter A1_POOL and as Pool type, select Single File.
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3. Click Next.
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19.5. Creating a pool
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1. In the Console tree, select the A1 archive and in the Result pane, select
A1_POOL. In the Actions pane, click Attach Volume.
2. Select A1Volume1 and apply the default value for Priority of first attached
volume. -1 means no priority is set, i.e. the pool decides the priority. If several
volumes are assigned to a pool, the volume with the highest priority is used.
3. Click OK to resume.
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Chapter 20
Configuring the storage provider
The storage provider configuration connects the logical archives of Archive Server
with the Enterprise Library. Create a storage provider configuration for each logical
archive you plan to use in ECMLink.
2. In the Archive Server field, enter the name of the Archive Server host.
3. Click Save Changes. Archive Storage Provider uploads its certificate to Archive
Server automatically.
4. Click OK.
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Creating a storage provider and a storage rule
After the archive is ready to be used, you can configure Content Server to use it as
its storage.
4. Enter a Name for the new storage provider, for example, OTDemo.
As Logical Archive, enter the name of the previously created archive (OTDemo).
As Storage Tier, you can only keep the default (none).
Select Delete Documents from Archive and Allow Content Move Operation.
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Click Submit.
Click the Admin Home link to get back to the Admin page.
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8. As Rule, select Is an Enterprise Library object (value is ignored).
This means that all Enterprise Library documents created within Content Server
will be stored in the archive.
As Logical Storage Provider, select the storage provider created before
(OTDemo).
Click Submit.
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Chapter 22
Enabling certificates
Two certificates are required for Archive Storage Provider and for the ArchiveLink
interface. Usually, the certificates are uploaded automatically.
In any case, you must enable the certificates before they can be used.
To upload certificates:
To enable certificates:
1. Select the archive in the console tree (Archive Server > Original Archives >
OTDemo).
2. In the result pane, select the Certificates tab and select a certificate.
3. In the action pane, click Enable. Enable both certificates.
Tip: You can also enable certificates in Archive Server > System > Key Store >
Certificates in the console tree.
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Chapter 22 Enabling certificates
This node additionally offers many more options to work with certificates, like
viewing them or changing their privileges, or importing certificates.
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Chapter 23
Creating an application
2. Select Enterprise Library Services > Applications and in the Actions pane, click
New Application.
Important
As Application name, enter the system ID of the SAP system to be
attached later on.
Important
You will need this password later on for testing the application and for
accessing the application from the SAP system.
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Chapter 23 Creating an application
1. Go to the Content Server Administration page and select the Enterprise Library
Administration > Open the Enterprise Library Volumes entry.
2. Click the button of the application folder with the application ID you just
created and select the Permissions entry from the context menu.
The Permissions page displays.
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3. The following permissions are set as a default:
Full access rights to the volume for the user who created the application. In our
case the user is Admin (otadmin@otds.admin).
Only See and See Contents access rights for the groups DefaultGroup and
Public Access.
4. Add users and groups that must have access to this volume.
Grant full access to those users and groups that have to declare records within
the SAP system.
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Chapter 24
Removing the UndeleteWS from the Enterprise
Library configuration
This step is only necessary if you uninstalled the Document Undelete module as
described in “Uninstalling the Document Undelete module“ on page 121.
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Chapter 25
This chapter describes how to test whether your installation was successful and
works as expected.
Note: If you have a java permission problem, define alowser security level
at All Programs > Java > Configure Java > Security.
4. Log in using user and password created for the application in the
Administration Client (QM8); see 5“Creating an application“ on page 171.
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1. Select for example Admin Home and from the context menu, select Create
Item.
2. In the Select Type window, select dm.document, and then click Next.
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4. In the Edit Properties window, as Display Name enter a name, here: My New
Document from ELS and click Finish.
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25.2. Creating an item
5. The new item is displayed in the right pane of the test client:
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Part 5
Installing Archiving and Document Access
for SAP Solutions
Chapter 26
Introduction
Archiving and Document Access for SAP Solutions consists of the following
software packages (for the current version numbers, check the latest Release Notes
in the OpenText Knowledge Center):
• OpenText SAP Basis package
• OpenText SAP ERP package (optional)
• OpenText SAP CRM package (optional)
• Enterprise Library package
• OpenText Imaging Clients package
• OpenText Imaging ExchangeLink (optional)
• OpenText Imaging NotesLink (optional)
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Checking prerequisites
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Transport system
The SAP application transport system is installed, or in other words, the jobs
RDDPUTPP and RDDIMPDP are set up in the correct clients (scheduled to run
periodically or event-triggered).
OSS notes
Check the following OSS notes to avoid known problems with the SAP Add-On
Installation Tool (SAINT):
• SAP 7.00
Patch levels
Patch level for SAP ERP 6.0
The minimum requirement for software components SAP_BASIS and SAP_ABA
is release 700, patch level 16. This patch level is required for enhanced
functionality (e.g. additional icons in the GOS attachment list) based on the SAP
enhancement technology.
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27.5. Installation tool
Note: The documentation is updated regularly; therefore, check for the latest
version in the OpenText Knowledge Center.
On the product CD, the single PAT files are archived in SAPCAR files (extension
*.SAR) that can be extracted using the SAPCAR command line tool. The different
SAPCAR files are located in a DATA folder below the respective package folder
named as the package and SAP release (e.g.
INST_BAS_700/DATA/OTEXBAS_INST_1050_700.SAR contains the archived PAT file
Notes
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A possible delta upgrade, for example an upgrade from version 10.0.0 to version
10.5.0 while keeping the same SAP release, is also performed with SAINT. For
version 10.5.0, this upgrade is also performed with the help of the respective
installation package in transaction SAINT.
To configure the Web Dynpro UI for the ArchiveLink Full Text Search, see OpenText
Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS) and
OpenText Archiving and Document Access for SAP Solutions - Scenario Guide (ER-CCS).
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Chapter 28
This chapter describes the installation of the Basis package of the Archiving and
Document Access for SAP Solutions on an SAP application server. Read also the
chapter “Checking prerequisites“ on page 187 with general information on
installation in an SAP environment.
The Basis package contains several basic functions that are required by other
components of the Archiving and Document Access for SAP Solutions:
• Basic components
• Rendition management
• Forms management
• DesktopLink
• Imaging integration
• Migration management
• DocuLink
• DocuLink Web UI (based on Web Dynpro framework)
Tip: The Basis package also includes the OpenText License Report function
that is described in more detail in the OpenText Archiving and Document Access
for SAP Solutions - Scenario Guide (ER-CCS).
1. Copy the respective SAPCAR files (*.SAR) located on the installation medium in
Archiving and Document Access for SAP Solutions\SAP to the target SAP
application server in the /usr/sap/trans folder. This is the parent folder of the
DIR_EPS_ROOT folder.
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The resulting PAT file will be extracted to the EPS/in folder relative to the path
of the SAPCAR file.
Note: With Basis 7.00 or higher, you can use the SAINT and SPAM
transactions to upload and extract the SAR files from the frontend.
4. After import has been finished, continue with the activation of the BC sets.
For every client, the Business Configuration Sets (BC Sets) must be activated after
installation.
To activate BC sets:
• /OTEXBAS/BASIS_ARCHIVING_1
• /OTEXBAS/DOCULINK_ALL1050
• /OTEXBAS/VIEWER_CUSTOMIZING
Tip: Transaction SCPR20 offers a menu option Utilities > Compare >
Compare BC Set with Tables. This allows you to compare the differences
between the contents of the Business Configuration Set and the
customizing tables of the SAP system. Furthermore, another option of this
feature allows you to display all contents of the BC set.
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28.1. Installing package
3. To actually create the DocuLink project $GARMISCH on your client, select the
checkbox Create $GARMISCH. Execute the report by pressing the F8 function
key.
The program confirms the execution with a message Project $GARMISCH
created.
4. Exit the report and the J6NA transaction and execute the J6NP transaction.
In the list of the existing DocuLink projects, the project $GARMISCH is listed.
2. Click on the $GARMISCH item to position the cursor on this DocuLink project.
4. Keep the settings as they are and click the Continue button or press ENTER.
You are prompted to select a transport request.
5. Create a customizing request and click the Continue button or press ENTER.
6. After the transport request was created, you may leave the J6NP transaction and
follow the standard procedure as described by SAP to release a customizing
transport request.
Important
The customizing tables which contain the content of the DocuLink project
customizing are flagged with Log data changes, i.e. you may use the SCU3
(table history) transaction to track any changes in the DocuLink project
customizing.
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To set /IXOS/DC_K:
To set /IXOS/DCLO:
Note: The number range for the /IXOS/DCLO object is only necessary if the
protocol feature is activated for the attribute objects.
• Repeat the procedure as described for the /IXOS/DC_K object, using the interval
01:
From number = 1, To number = 9999999999.
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28.2. Configuring components
• If you want to test the authorization check on data selection in the sample project
Linked objects then you must also assign the users the profile J_6NB_PROF
supplied with the sample project.
• In order to archive documents for customers within the document flow SD, the
archive must be set correctly in OAC3 transaction for the link J_6NGDKOR (object
type)/J_6NGDKORR (document type).
Note: Each customer has its own logical archive. Since we are not familiar
with these archives, we supply our own archive name DU set as the default.
• In order to archive documents for customers in the sample project Linked
objects, the archive must be set correctly in OAC3 transaction for the link
J_6NG_CUST/J_6NG_CUST.
Note: Each customer has its own logical archive. Since we are not familiar
with these archives, we supply our own archive name DU set as the default.
• Some number range intervals are required for the sample projects; use the SNRO
transaction to maintain them:
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28.3 Authorizations
Authorization profiles have to be assigned to users who are working with Forms
Management (see OpenText Archiving and Document Access for SAP Solutions -
Scenario Guide (ER-CCS) for details).
Example:
28.4 DocuLink
As part of the Basis package installation, the component OpenText DocuLink for
SAP Solutions (short: DocuLink) is installed as well. Read also the chapter
“Checking prerequisites“ on page 187 with general information on installation in an
SAP environment.
• /IXOS/
• J6N*
28.4.2 Authorizations
Some authorization profiles are also supplied by DocuLink which you can use as a
basis to set up profiles (see OpenText DocuLink for SAP Solutions - Customizing and
Administration Guide (DC-CGD) for details).
Examples:
To modify authorizations:
1. Execute either the SU02 or PFCG (Profile Generator) transaction to modify the
authorizations.
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28.4. DocuLink
3. Enter a user to test the general authorization J_6NG_ALL. This user can then test
all functions to ensure that they work and thus ensure that installation has been
completed successfully.
If it is not possible to execute the transaction, reset all buffers using the /$SYNC or /
$TAB transaction .
Note: This action is not recommended during live operation of the system.
Note: This is only possible if you have imported the supplied DocuLink
sample projects. We recommend that you complete this optional import of
the sample projects for testing purposes.
the supplied object types could not be generated. In this case, perform the following
procedure.
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Chapter 29
Installing ERP option package
In addition to the Basis package, you may install the optional ERP package on ERP
systems. The ERP package contains ERP-specific coding of the Archiving and
Document Access for SAP Solutions.
1. Copy the respective SAPCAR file (*.SAR) located on the installation medium in
Archiving and Document Access for SAP Solutions\SAP to the target SAP
application server in the /usr/sap/trans folder. This is the parent folder of the
DIR_EPS_ROOT folder.
The resulting PAT file will be extracted to the EPS/in folder relative to the path
of the SAPCAR file.
Note: The optional ERP package does not contain any Business Customizing
Sets (BC Sets).
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Chapter 30
Installing CRM option package
In addition to the Basis package, you may install the optional CRM package on CRM
systems. The CRM package contains coding to support the CM hierarchy link range
CRM in DocuLink and CRM-specific coding for the CIC integration as described in
the OpenText DocuLink for SAP Solutions - Customizing and Administration Guide (DC-
CGD).
1. Copy the respective SAPCAR file (*.SAR) located on the installation medium in
Archiving and Document Access for SAP Solutions\SAP to the target SAP
application server in the /usr/sap/trans folder. This is the parent folder of the
DIR_EPS_ROOT folder.
Note: The optional CRM package does not contain any Business Customizing
Sets (BC Sets).
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Chapter 31
Note: Depending on the delivery bundle, you may also have an ISO image file
containing installation files for components that must not be installed on an
SAP system, for example, language installations of Imaging clients. For more
information, see the installation guides and release notes for these components.
The Add-On installation packages and Add-On support packages include the
default language, which is English. You must use the language packages to install
other languages. For more information about available languages, see the current
Archiving and Document Access for SAP Solutions Release Notes. You can find the
language packages related to the SAP Add-Ons of OpenText Archiving and
Document Access for SAP Solutions in the OpenText Knowledge Center (https://
knowledge.opentext.com/knowledge/llisapi.dll/Open/14162727).
• If you have installed the installation Add-Ons, select and open the folder for
your version. Open the Language Packs folder, select and open your
language folder, and then download the ADA_<version>_<language
abbreviation>.zip file that contains the language packages as *.SAR files.
• If you have also installed the support packages (recommended), select and
open the folder for your support package version. Open Software >
Languages folders, select and open your language folder, and then
download the ADA_<version>_<language abbreviation>.iso file. On the
ISO image, you will find all available language package files for the selected
language in the OpenText SAP Language Packages folder.
For more details, see the text file stored with the corresponding language
package file in the language folder.
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2. Upload your language file to your SAP system. Each ABAP Add-On has a
specific language package.
• If you use a system with SAP_BASIS 7.00, you can import and extract
the file directly in transaction SMLT.
• If you use any other system, extract the SAPCAR file with the .SAR
extension to the SMLT path folder of your SAP system. Usually the path
is set to the EPS\in system folder. Use the SAPCAR tool to extract the
file.
Important
Before starting to import language packages, OpenText recommends
reading the SAP help (http://help.sap.com/) about importing a language.
In the SAP help, navigate to the application help for the appropriate SAP
release and read the following chapters:
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Handling communication protocols
Tip: For more information on protocols, see OpenText Archiving and Document
Access for SAP Solutions - Scenario Guide (ER-CCS).
3. Create or check the Livelink Archive Windows Viewer application using the
following values:
OLE application
ALVIEWER.APP
CLSID
{30446849-11E3-11D0-9D4E-0020AFC0E4C0}
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4. Click .
The ClassId (CLSID) is registered for the OpenText Imaging Windows Viewer
application.
6. Create or check the OpenText Imaging Enterprise Scan application using the
following values:
OLE application
IXOS.IXSCAN.SC2SAP
Version number
3.5
CLSID
{51F3EF73-DB09-11CF-8B31-0020AFF270C3}
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32.2. Maintaining SAP ArchiveLink application
7. Click .
The ClassId (CLSID) is registered for the OpenText Imaging Enterprise Scan
application.
• IXSCAN
• IXSCAN_HTTP
• IXVIEWER
• IXVIEWERURL
• IXVIEWERURLOA
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4. Enter the application name, specify events (M - Method, S - Set, G- Get) and the
corresponding commands according to the following tables.
IXSCAN
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IXSCAN_HTTP
IXVIEWER
IXVIEWERURL
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IXVIEWERURLOA
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2. Select an already created logical archive and click the Full Administration
button.
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Part 6
Setting up ECMLink for SAP Solutions
Chapter 33
33.2 Prerequisites
33.2.1 SAP prerequisites
ECMLink supports the following SAP products:
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Transport system
The SAP application transport system is installed, or in other words, the jobs
RDDPUTPP and RDDIMPDP are set up in the correct clients (scheduled to run
periodically or event-triggered).
SAP notes
Check the respective SAP notes and make sure they are applied:
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33.2. Prerequisites
Patch levels
• Patch level for SAP ERP 6.0
The minimum requirement for software components SAP_BASIS and
SAP_ABA is release 700, patch level 16. This patch level is required for
enhanced functionality, for example, additional icons in the GOS attachment
list, based on the SAP enhancement technology.
• Patch level for SAP CRM 7.0
The minimum requirement for software components SAP_BASIS and
SAP_ABA is release 701, patch level 03
BBPCRM release 700, patch level 02
WEBCUIF release 700, patch level 02.
Content Server UI Widget Integration is only supported for CRM 7.0 Ehp 1.
• Patch level for SAP SRM 7.0
The minimum requirement for software components SAP_BASIS and
SAP_ABA is release 701, patch level 07; for component SRM_SERVER the
minimum requirement is release 700, patch level 08.
Note: The documentation and the release notes are updated regularly;
therefore, check for the latest version in OpenText Knowledge Center (https://
knowledge.opentext.com/knowledge/llisapi.dll/open/16514655).
Prior to the SAP Add-on package OTEXRL of ECMLink you must install the
SAP Add-On OTEXBAS of Archiving and Document Access for SAP Solutions
10.5 SP1. For more information, see OpenText Archiving and Document Access
for SAP Solutions - Installation and Upgrade Guide (ER-IGD).
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Note: ECMLink provides two different versions of the module for Content
Server and the web services: Version 10.0.5 for Content Server 10.0, and version
10.5.1 for Content Server 10.5. Both run with the same ECMLink SAP Add-on
which has version 10.5.1.
Important
ECMLink is not compatible with the Enterprise Library Interview
module which is an optional Case Management module. Do not install
this module in combination with ECMLink.
ArchiveLink customizing
Customizing of the SAP system and the Archive and Storage Services must be
completed according to OpenText Archiving and Document Access for SAP
Solutions - Scenario Guide (ER-CCS).
Host/port for the logical archive
Check that store and retrieval of ArchiveLink documents functions properly
with the server.
Important
With the Archive Server 10.5 version, the logical archive (OAC0
transaction) must use the Archive and Storage Services host/port.
For older Archive Server versions, it must use the Enterprise Library
host/port and not the Archive and Storage Services host/port. In this
case, restrict access to the Archive and Storage Services host/port
exclusively to the Enterprise Library via a firewall configuration.
If you are using a firewall between SAP and Content Server and Enterprise
Library the following ports must be enabled:
• 8080 HTTP or 8090 HTTPS on Apache Webserver: used for the Web service
communication from SAP to the Enterprise Library server.
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• 8000: used for the communication between SAP Base and the SAP Client.
• 80 (HTTP) or 443 (HTTP): only required for connection tests from SAP to
Content Server.
Note: If you create a completely new system, Content Server 10.5 SP1 will
be installed by the master setup.
Important
Prior to installation, make sure that you have read the information in
OpenText Content Suite Platform - Installation and Upgrade Guide (EL-IGD) and
OpenText Enterprise Library - Scenario and Configuration Guide (EL-GGD) for
the relevant version.
Check the following prerequisites for Enterprise Library prior to the installation of
SAP Add-On package OTEXRL:
Important
ECMLink is not compatible with the Enterprise Library Interview
module which is an optional Case Management module. Do not install
this module in combination with ECMLink.
ArchiveLink customizing
Customizing of the SAP system and the Archive and Storage Services must be
completed according to OpenText Archiving and Document Access for SAP
Solutions - Scenario Guide (ER-CCS).
Host/port for the logical archive
Check that store and retrieval of ArchiveLink documents functions properly
with the server.
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Important
The logical archive (OAC0 transaction) must use the Enterprise Library
host/port and not the Archive and Storage Services host/port.
Restrict access to the Archive and Storage Services host/port exclusively
to the Enterprise Library via a firewall configuration.
If you are using the Archive Server 10.5 version, the logical archive (OAC0
transaction) must use the Archive and Storage Services host/port.
If you are using a firewall between SAP and Content Server and Enterprise
Library the following ports must be enabled:
• 8080 (HTTP) or 8090 (HTTPS) on Apache Webserver: used for the Web
service communication from SAP to the Enterprise Library server.
• 8000: used for the communication between SAP Base and the SAP Client.
• 80 (HTTP) or 443 (HTTP): only required for connection tests from SAP to
Content Server.
Important
Prior to installation, make sure that you have read the information in
OpenText Content Suite Platform - Installation and Upgrade Guide (EL-IGD) and
OpenText Enterprise Library - Scenario and Configuration Guide (EL-GGD) for
the relevant version.
On the product CD, the PAT file is archived in a SAPCAR file (extension *.SAR) that
can be extracted using the SAPCAR command line tool. The SAPCAR file is located
in a DATA folder below the package folder named as the package and SAP release.
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33.4. Finding version information for ECMLink relevant system components
Note: You only need these passwords and packages if they are not already
installed in your system.
Version information is also included in the system reports of Content Server and the
configuration report SAP System.
• Content Server
From the Content Server menu, select Help > About Content Server. The
version is displayed, for example Content Server 10.5 SP1. You find detailed
information also in the Content Server system report. For more information, see
OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD).
• ECMLink module on Content Server
On the Content Server Administration page, click Module Administration >
Install Modules. You see the version of the module next to its name, for example
10.5.1 .
• Web Services and other OpenText components
On the server where Runtime and Core Services (with Content Server 10.0) or
Enterprise Library Services (with Content Server 10.5 SP1) is installed, go to
Control Panel > Add/Remove Programs or Programs and Features. In the list of
programs, you see which version is installed.
• SAP System, Database information and OpenText Components
In the SAP IMG (transaction SPRO, OpenText ECMLink for SAP Solutions >
ECMLink > Configuration Report), run the Configuration Report to get
information about the SAP server. In this report, you find information like the
versions of OTEXBAS, OTEXERP, OTEXRL, OTEXRLC, and OTEXRLS. For more
information, see OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-
CGD).
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Chapter 34
Installing the SAP package
The following describes the installation of the OTEXRL component and, optional, the
OTEXRLC component or the OTEXTRLS of ECMLink on an SAP application server.
Prerequisites The component OTEXBAS of Archiving and Document Access for SAP Solutions must
be installed on your SAP system. Check the Release Notes for required versions.
See also “SAP prerequisites” on page 215 with general information on the
installation in an SAP environment.
1. Copy the respective SAPCAR files (*.SAR) located on the installation medium in
OpenText ECMLink for SAP Solutions\SAP to the target SAP application
server in the /usr/sap/trans folder, which is the parent folder of the
DIR_EPS_ROOT folder.
If you are performing a new installation, you need both the SP packages and the
installation packages. You can install the installation package and the SP
package together.
Note: With Basis 7.00 or higher, you can use the SAINT and SPAM
transactions to upload and extract the SAR files from the frontend.
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After the installation, you must activate Business Configuration Sets (BC sets) for
every client.
• /OTEXRL/RM_LINK_02
• /OTEXRL/RM_SEA
4. After you activated the BC set, check the authorizations for the roles:
• /OTX/RM_ADMIN
• /OTX/RM_CS_SAP_USER
• /OTX/RM_RFCSERVICE. This role is still available but not needed
anymore.
• /OTX/RM_USER
• /OTX/RM_IMPERSONATED_USER_ROLE
5. Ensure that the Authorizations tab has a green icon. If it is yellow, you must
regenerate the authorizations: Click Display Authorization Data, and then
Generate.
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Chapter 35
Note: Depending on the delivery bundle, you may also have an ISO image file
containing installation files for components that must not be installed on an
SAP system.
The Add-On installation packages include the default language, which is English.
You must use the language packages to install other languages. For more
information about available languages, see OpenText ECMLink for SAP Solutions
Release Notes. You can find the language packages related to the SAP Add-Ons of
OpenText ECMLink for SAP Solutions in the OpenText Knowledge Center (https://
knowledge.opentext.com/knowledge/cs.dll?func=ll&objId=8521552&
objAction=browse).
• If you have installed the installation Add-Ons, select and open the folder for
your version. Open the Language Packs folder, select and open your
language folder, and then download the
Extended_ECM_<version>_<language abbreviation>.zip file that
contains the language packages as *.SAR files.
For more details, see the text file stored with the corresponding language
package file in the language folder.
2. Upload your language file to your SAP system. Each ABAP Add-On has a
specific language package.
• If you use a system with SAP_BASIS 7.00, you can import and extract
the file directly in transaction SMLT.
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• If you use any other system or prefer the manual handling, extract the
SAPCAR file with the .SAR extension to the SMLT path folder of your
SAP system. Usually the path is set to the EPS\in system folder. Use the
SAPCAR tool to extract the file.
Important
Before starting to import language packages, OpenText recommends
reading the SAP help (http://help.sap.com/) about importing a language.
In the SAP help, navigate to the application help for the appropriate SAP
release and read the following chapters:
• Preparing to Import a Language
• Importing a Language
• Language Import with Transaction SMLT
• Post-Import Actions
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Chapter 36
Performing general post-installation tasks in SAP
Before using the ECMLink functions, you have to perform a series of post-
installation and customizing tasks in SAP:
• “Performing post-installation tasks for SAP ERP 6.0, SAP CRM 7.0, and SAP SRM
7.0“ on page 233
Apart from the general guide to the IMG function, the following generic task is
covered in the following:
• “Assigning SAP roles”
3. Navigate to the OpenText ECMLink for SAP Solutions structure and open it.
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If an SAP system displays a different IMG structure rather than standard Reference
IMG, the Extended ECM Customizing is not visible. You have the following options
to access the Extended ECM Customizing structure:
• Use transaction SIMGH, save the Extended ECM IMG structure as a favorite and
call it from there.
• Add the Extended ECM Customizing to the existing customizing structure of
transaction SPRO.
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36.1. Using the IMG function
2. In the IMG structure field, open the search help and search for the search term
OpenText*. With this search term, you also find IMG structures for other
OpenText products.
3. Double-click on entry.
4. Click Add to Favorites.
5. In the Favorites list, select one entry and click to access the IMG structure.
a. In the IMG structure field, select the IMG structure that is currently
displayed in the SPRO transaction and which you want to enhance.
For example, in SAP Extended Warehouse Management, select the IMG
structure SAP - Implementation Guide.
b. Click Favorite to add the IMG structure to your favorites.
c. Select the IMG structure in the Favorites list by double clicking.
d. If not already done, in field Enhancement ID, select the Enhancement ID
created in Step 1.
e. Click Enhance Structure.
f. Select the root node of the IMG structure.
g. From the menu, select Edit > Nodes > Insert IMG Structure > As Subnode.
h. Enter the node name for the ECMLink customizing, for example OpenText
ECMLink for SAP Solutions.
i. Click Find structure to search for the ECMLink customizing IMG
structure. Search for OpenText - Extended ECM for SAP Solutions.
j. Click Copy.
k. Click Save.
3. Enhance the SAP IMG structure for Archiving and Document Access:
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Repeat the steps described in Step 2 for the OpenText Archiving and Document
Access customizing with the corresponding data:
• Name of the node: OpenText Archiving and Document Access for SAP
Solutions
• Name of the IMG structure: OpenText Archiving and Document Access for
SAP Solutions
Note: If you do not want to use these roles, you must assign the respective
authorization objects to your own roles.
/OTX/RM_USER
Role for ECMLink application users. This role allows an SAP user declare
ArchiveLink documents as records, search Content Server, display a business
workspace in the Business Content window, and show record details.
This role contains the following authorizations objects:
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/OTX/RM_ADMIN
Role for SAP administrator; this role allows for the post-installation and
customizing steps as well as administrative tasks like monitoring or running
batch jobs.
This role contains the following authorizations objects:
/OTX/RM_CS_SAP_USER
Role for the SAP system connection between Content Server and the SAP
system. This role is needed for the SAP user which is configured in Content
Server for the connection to SAP. For more information, see “Connecting
external systems” on page 258.
/OTX/RM_IMPERSONATED_USER_ROLE
Role for the SAP user which is used in the RFC destination. For more
information, see OpenText Extended ECM for SAP Solutions - User Management and
Access Control Scenarios (ERX-CUM).
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Performing post-installation tasks for SAP ERP 6.0,
SAP CRM 7.0, and SAP SRM 7.0
1. In the IMG, navigate to the Export System PSE Certificate to File System
activity and click Execute.
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2. Open the System PSE section and check whether there is a certificate in this
folder.
If this is not the case, create a new one; for details, see SAP Help Portal (http://
help.sap.com/saphelp_nw70/helpdata/de/0e/fb993af7700577e10000000a11402f/
frameset.htm).
3. Make sure the certificate's CN value in the Owner field equals to the system ID;
in this case, the value is D67.
If this is not the case, delete the current one and create a new one.
4. Click Veri. PSE. If there are more certificates available, click Yes in the message
window to add only your own certificate to the verification PSE.
5. Click Yes and copy the PSE file to an appropriate location on the Enterprise
Library server.
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37.1. Exporting the SAP PSE certificate for the SAP authentication handler
Only if you want to use SAP SRM you must export the SAP certificate from an SAP
SRM portal.
In addition to the SAP server certificate, you must export a certificate for the portal.
4. Click Download verify.pse File and save the file to your desktop.
5. Unzip the downloaded file. Optionally, you can rename it to your system name,
for example <systemname>.pse.
1. Open the OpenText Administration Client and navigate within your Enterprise
Library to Directory Services > Authentication Handlers.
• In the SAP Certificate (PSE) 1 field, add the certificate you exported
from SAP, and, optionally, provide a password. You can add additional
certificates if necessary. The Description field is automatically filled with
the path to the certificate; you can change the text.
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• Only if you want to map all SAP users to one user in Content Server
according to the scenario described in section 4.2.3.4 “Mapping all SAP
users to one OTDS user in OTDS SAPSSOEXT authentication handler” in
OpenText Extended ECM for SAP Solutions - User Management and Access
Control Scenarios (ERX-CUM), in the Map all authenticated users to field,
enter the name of the OTDS user name to which all authenticated SAP
users will be mapped once their logon ticket is verified. Use the same
format that you define in the Authentication principal attribute field.
• On the Configuration page, set the following parameters:
4. Click Finish.
Note: Make sure that the SSO profile parameters of your SAP system are set to
the following values:
login/accept_sso2_ticket = 1 for the Web Service communication between
SAP and Enterprise Library.
login/create_sso2_ticket = 2 for the display of Content Server HTML
dialogs in SAP GUI.
For a temporary setting, start the RZ11 transaction, enter the parameter name
and click Display. For a permanent setting, use the RZ10 transaction, and
restart the system after setting the parameter. The user used for the setting
must be a dialog user.
1. In IMG, navigate to the OpenText ECMLink ... > Infrastructure > Activate
HTTP Service activity and click Execute.
3. In the Maintain service dialog, open the following node default_host > sap >
public.
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4. From the context menu of the myssocntl item, select Activate Service.
You must create the following HTTP connections to the required web services:
• Enterprise Library
• ECMLink
• OpenText Directory Services
• Enterprise Library Content Services
• Content Server Member Services
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2. Click Create.
• RFC Destination
Enter a name for this connection, for example ELS_DEST_CORE.
• Connection Type
G (HTTP Connection to External Server)
• Description
Enter a descriptive text.
4. Click Save.
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7. Check that the value in the Status HTTP Response field is 200 which indicates
that the request was successful.
9. ECMLink
Repeat steps 2 to 7 and create the HTTP connection for ECMLink with the
following settings:
• RFC Destination
Enter a name, for example ECMLINK_DEST.
• Connection Type
G (HTTP Connection to External Server)
• Description
Enter a descriptive text.
• Technical Settings tab
Target host: Host name of your ECMLink installation
Service No.: ECMLink Web Services port
Path Prefix: /otsapxecm/services/ECMLink
• Logon & Security tab
The options No Logon and Send SAP Logon Ticket must be enabled.
See also SAP_BASIS component with a version higher than 16 on page 241.
• RFC Destination
Enter a name, for example OTDS_DEST.
• Connection Type
G (HTTP Connection to External Server)
• Description
Enter a descriptive text.
• Technical Settings tab
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• RFC Destination
Enter a name, for example ELCONTENT_DEST.
• Connection Type
G (HTTP Connection to External Server)
• Description
Enter a descriptive text.
• Technical Settings tab
Target host: Host name of the Enterprise Library installation.
Service No.: Enterprise Library Content Services port
Path Prefix: /ot-elib/services/Content
• Logon & Security tab
The options No Logon and Send SAP Logon Ticket must be enabled.
See also SAP_BASIS component with a version higher than 16 on page 241.
• RFC Destination
Enter a name, for example CSMEMBER_DEST.
• Connection Type
G (HTTP Connection to External Server)
• Description
Enter a descriptive text.
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If you are using a SAP_BASIS component with a version higher than 16, you
might experience the following changes:
The Send SAP Logon Ticket is now called Send SAP Assertion Ticket and
you must provide as destination system the system ID and the client of the
current SAP system.
• SAPSYSTEMNAME
• SAPSYSTEMCLIENT
After creating the HTTP connection, you must create a corresponding logical port
for each connection:
1. In IMG, navigate to the Infrastructure > Create New Logical Ports activity and
click Execute.
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2. Enterprise Library
In the Proxy Class field, enter /OTX/CO_RMELENTERPRISE_LIBRARY.
3. Enter a new name in the Logical Port field, for example ELS_LOGICAL_PORT.
4. Select the Default Port check box. Select it for your main Content Server if you
have more than one.
5. Click Create.
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8. Click Save and Activate (Ctrl + F3) to activate the logical port.
9. ECMLink
Repeat steps 2 to 8 to create a logical port for ECMLink using the following
values:
• Proxy Class
Enter /OTX/CO_RM_WSW_ECMLINK.
• Logical Port
Enter the name of the logical port, for example ECMLINK_LOGICAL_PORT.
• HTTP Destination
Enter the HTTP destination created before, for example ECMLINK_DEST.
• Proxy Class
Enter /OTX/CO_OTDSAUTHENTICATION.
• Logical Port
Enter the name of the logical port, for example OTDS_LOGICAL_PORT
• HTTP Destination
Enter the HTTP destination created before, for example OTDS_DEST.
• State Management
Select this option for the OpenText Directory Services web service. If you did
not select this option, you will get an according message during the
connection check.
• Proxy Class
Enter /OTX/CO_RMELCONTENT.
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• Logical Port
Enter the name of the logical port, for example ELCONTENT_LOGICAL_PORT
• HTTP Destination
Enter the HTTP destination created before, for example ELCONTENT_DEST.
• State Management
Select this option for the Enterprise Library Content Services web service. If
you did not select this option, you will get an according message during the
connection check.
• Proxy Class
Enter /OTX/CO_MBLLMEMBER_SERVICE.
• Logical Port
Enter the name of the logical port, for example CSMEMBER_LOGICAL_PORT
• HTTP Destination
Enter the HTTP destination created before, for example CSMEMBER_DEST.
• State Management
Select this option for the Content Server Member Services web service.
If you did not select this option, you will get an according message during
the connection check.
1. In the IMG, navigate to the OpenText ECMLink for SAP Solutions >
Infrastructure > Create New Logical Ports activity and click Execute.
The SOA Management dialog opens.
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3. On the Search tab, change the Search by value to Consumer Proxy, enter a * in
the Search Pattern field, and click Go.
6. Enter a new name in the Logical Port Name field and add a description.
Select Logical Port is Default if you have only one logical port for the Enterprise
Library. If you have multiple logical ports for Enterprise Library, select this
option only for one of the logical ports.
For the Configuration Type, select Manual Configuration.
8. Open the Consumer Security tab and select SAP Authentication Assertion
Ticket.
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10. Open the Transport settings tab and enter the following parameters:
Click Save.
A message at the top of the screen indicates that the binding has been created.
11. Logical port for ECMLink
Repeat Step 4 to Step 10 to create a logical port for ECMLink:
Select the entry for ECMLink (/OTX/CO_RM_WSW_ECMLINK).
Leave all other settings as described for the Enterprise Library port.
12. Logical port for authentication
Repeat Step 4 to Step 10 to create a logical port for authentication:
Select the entry for Authentication (/OTX/CO_OTDSAUTHENTICATION).
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Leave all other settings as described for the Enterprise Library port.
Leave all other settings as described for the Enterprise Library port.
Leave all other settings as described for the Enterprise Library port.
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• Enterprise Library
• ECMLink
• OpenText Directory Services
• Enterprise Library Content Services
• Content Server Member Services
1. In the IMG, navigate to the OpenText ECMLink for SAP Solutions >
Infrastructure > Create New Logical Ports activity and click Execute.
The SOA Management dialog opens.
3. On the Design Time Object Search tab, select the search criteria Object Type
and search for Consumer Proxy.
6. In the Logical Port Name step, enter a new name in the Logical Port Name field
and add a description.
Select Logical Port is Default if you have only one logical port for the Enterprise
Library. If you have multiple logical ports for Enterprise Library, select this
option only for one of the logical ports. Click Next.
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Click Next.
9. In the SOAP Protocol step, set the Message ID Protocol option to Suppress ID
Transfer
Click Next.
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Click Finish.
The new logical port is saved and activated.
11. Create Logical ports for the other web services according the following table.
Repeat Step 4 to Step 10 to create a logical ports for the following:
• ECMLink
Internal name: /OTX/CO_RM_WSW_ECMLINK
URL Access Path: /otsapxecm/services/ECMLink
Computer Name of Access URL: Host name of your ECMLink installation
Port Number of Access URL: ECMLink Web Services port (usually 8080 for
Tomcat)
• Authentication
Internal name: /OTX/CO_OTDSAUTHENTICATION
URL Access Path: /ot-authws/services/Authentication
Computer Name of Access URL: Host name of your Directory Services
installation. If you are using user-specific mapping with impersonation (SAP
BAdI) and OpenText Directory Services and Enterprise Library and Content
Server are installed on different servers, enter the host name of the
Enterprise Library installation.
Port Number of Access URL: Directory Services Web Services port (usually
8080 for Tomcat)
• Enterprise Library Content Services (Content)
Internal name: /OTX/CO_RMELCONTENT
URL Access Path: /ot-elib/services/Content
Computer Name of Access URL: Host name of your Enterprise Library
Content Services installation
Port Number of Access URL: Enterprise Library Content Services port
(usually 8080 for Tomcat)
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37.4. Configuring the Service Provider Interface service
Note: This activity is required to connect the SAP system as external system in
Content Server. For more information, see “Connecting external systems”
on page 258.
1. In the IMG, navigate to the OpenText ECMLink for SAP Solutions >
Infrastructure structure and open it.
Note: In the SOA Manager, the option names differ from release to
release. The following steps cover some of the possible option names. For
detailed information, see the SAP documentation.
3. Click the Business Administration, Business Administrator or Service
Administration tab.
4. Click the Web Service Administration or Single Service Configuration link to
manage the web service.
5. Search for the /OTX/ECMLINKSERVICE web service to display details.
6. Select the web service and click Apply Selection.
7. Click the Configurations tab.
8. To create a service and an end point, click Create Service.
9. Enter the following:
• New Service Name or Web Service Name: Enter a name of your web
service, for example ECMLinkSPIService.
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Note: The information you enter here will be part of the address used to
access the SAP system from Content Server:
https://<common url:port/sap/bc/srt/xip/otx/ecmlinkservice/
<Client>/<WebServiceName>/<BindingName>
Example:
https://mucr3d6v.opentext.net:8443/sap/bc/srt/xip/otx/
ecmlinkservice/800/ecmlinkspiservice/basicauthbinding
11. To configure your web service and binding, select your web service and end
point in the table and click Edit.
12. Define the security and authentication settings. The following authentication
scenario is supported:
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EL ID
Enter an Enterprise Library ID.
Enterprise Library Server Settings
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• Protocol, Hostname, Port, and Path: These URL parameters define how
to display the Content Server Web UI.
Important
You must enter the full Content Server path including the
domain name.
Example: Example:
• Protocol: http
• Hostname: ecmlink15.opentext.net
• Port: 2099
• Path: OTCS/cs.exe
• Support Directory defines the directory on Content Server where the
files for the Content Server widgets are stored, for example img. This is
only relevant if you want to use widgets and meet all prerequisites. For
more information, see section 9 “Using Content Server UI Widgets for
the integration” in OpenText ECMLink for SAP Solutions - Customizing
Guide (ERLK-CGD).
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• External System ID: Enter the name defined when configuring the
external connection on Content Server for this SAP system.
• Logical Destination: Select an existing logical destination defined in the
SM59 transaction. This entry is used for enabling the Content Server full
text search in the SAP system. For more information, see section 24.1.2
“Customizing search templates” in OpenText Archiving and Document
Access for SAP Solutions - Scenario Guide (ER-CCS).
• CS Resource ID: Content Server Resource ID as defined for Directory
Services. This option is necessary if you want to use impersonation with
web-based SSO. To retrieve the ID, open Administration Client; then go
to Directory Services > Resources > [Content Server entry] > Edit and
copy the Resource identifier, for example d7c6b26b-
af12-4d87-87cd-050de0768f4a.
4. Click Save.
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Performing post-installation or post-upgrade tasks
in Enterprise Library
After the actual installation of the module, you have to perform post-installation
tasks in Enterprise Library
To import a certificate:
<JavaHome>\bin\keytool -import
-alias <CertificateAlias>
-file <CertificateFile>
-keystore <Keystore>
-storepass <KeystorePassphrase>
Example:
C:\OPENTEXT\jre\bin\keytool
-import
-alias mycertificate
-file c:\temp\mycertificate.cer
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-keystore c:\opentext\config\ecmlink-
spi.cacerts
-storepass mypassword
1. On the Content Server Administration page, click ECM Link Administration >
Configure Connections to External Systems.
The page displays all connections to external systems, both HTTP connections
and deprecated RFC connections.
Caution
Do not change the name later as the value is used as a foreign key.
Connection Type
Displays the connection type.
Enabled
Select this option to enable the configuration.
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Tip: You can use this option when you create a configuration only for
testing and want to disable it in case the external system goes
productive; the disabled configuration can then be enabled again if
required.
Comment
Enter a comment to give further information.
Base URL
Common URL for accessing applications via a Web browser. You can use
this base URL when configuring business object types on Content Server.
The base URL is represented by the $BaseURL$ variable for new business
object types.
Schema Version
Select the interface version.
User Name
Enter the user that is used to access business object type information from
the external system.
Password
Specify the password of the defined user.
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Note: If you are upgrading from 10.5 to 10.5 SP1, re-enter the
password and save the configuration.
Test Connection
Note: You can only test the connection after you have configured the
SPI service in the external system accordingly. For more information,
see section 21.3 “Configuring the Service Provider Interface service” in
OpenText ECMLink for SAP Solutions - Installation and Upgrade Guide
(ERLK-IGD).
Tip: If the test was not successful, check the connection manually by
opening a browser and entering the URL directly. This will give you
more detailed error messages. Also check the Content Server thread
logs and the ecmlink-spi.log file in the logs directory.
• SAP system - https://<common url of the sap
system>:port/sap/bc/srt/xip/otx/ecmlinkservice/
<client>/ecmlinkspiservice, for example https://
sap123.opentext.net:
8443/sap/bc/srt/xip/otx/ecmlinkservice/800/ecmlinkspise
rvice
• Oracle E-Business Suite - http://<common url of the EBS
system>:port/xxxecm4o/xxxecm4o, for example
ebs01.opentext.net
4. Click Add.
Create the Content Server users according to your authentication scenario. For
example, for each SAP user working with ECMLink, you can create a Content Server
user with the same user name as in SAP. Alternatively, you can have one Content
Server user for many SAP users.
For test purposes or a small number of users, this can be done manually in OpenText
Directory Services. For a large number of SAP users this can achieved using an
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Active Directory server that provides users for both the SAP system and for Content
Server via Directory Services.
In your SAP system, the users are either provided and maintained in your SAP
system or in an external identity provider. Directory Services can synchronize with
your identity provider to pull user and group information from your identity
provider automatically.
2. In the Actions pane, select the Import Types entry and navigate to the
otx.sap.rm.Folder.xml file provided in the folder ELS_TYPES on your
installation CD. Click the Open button to import the file.
The list of folder types displays the new folder type.
3. Select the new folder type, invoke the Properties dialog and click the
Classification tab.
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4. Click the Set default classification option and click the Browse button to select
a classification.
• otx.sap.rm.Document.xml
• otx.sap.rm.SystemArchiveLink.xml
• otx.sap.rm.SystemPrintlist.xml
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38.4. Preparing document declaration
The following access rights (either directly, via a group, or via public access) are
required:
• To see records, users must have at least See Contents permission.
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Records should be created for HR and Finance department; you could now
separate the records either by storing them in different locations or by
classifying them differently. To use the classification approach, create a
Finance Content Server group and add all the users that should have access
to the Finance records; then create a similar HR group. Assign the Finance
group access rights to the Finance classification and the HR group to the HR
classification.
You can also create system categories manually, but copying the imported item
types ensures that no mandatory category attributes are missing.
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38.5. For SAP CRM and SRM: Configuring security settings
Caution
Do not delete the original category file under Open the Enterprise
Library Types Volumes.
5. Create unique names for the system categories. You will need the unique name
for the document declaration configuration in the SAP IMG. For more
information, see section 6.8 “Configuring unique names for Content Server
items” in OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD).
Frame Embedding
Must be unchecked. You do not want to prevent request handlers from
being embedded in external frames.
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Verifying the installation
Important
You can run the infrastructure diagnostic program after specifying at least
the connection to the Enterprise Library in the Infrastructure section of the
IMG.
A green light icon indicates that everything is in order. For checks with a red light
icon, a recommendation is displayed. For more information about each check, see
“Understanding the details of the Diagnostic Program” on page 268.
3. Click Execute.
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39.1. Analyzing the SAP system
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39.1. Analyzing the SAP system
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Chapter 40
Preparing a checklist for the customizing team
After you have installed the infrastructure for Extended ECM for SAP Solutions, you
can hand-over the work to those who are responsible for the customizing of the
system as it is described in OpenText ECMLink for SAP Solutions - Customizing Guide
(ERLK-CGD).
SAP system
• Diagnostic Program: “Understanding the SAP Diagnostic Program”
on page 267
Tests the customizing and provides solutions for errors.
• Configuration Report: Section 17.1.3 “Understanding the Configuration
Report” in OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-
CGD)
Provides information about ECMLink related customizing in the SAP
system.
Content Server
System Report: Section 17.2.1 “Understanding the Content Server System
Report” in OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD)
Contains the complete configuration information of the Content Server system.
Look for the “Extended ECM Information” section.
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