Document Center and Document Management in S/4HANA · PDF fileDocument Center and Document Management in S/4HANA Anurag Jain, Corneliu Mitu, Markus Pipp, SAP November 2016 ... synchronize

Document Center and Document

Management in S/4HANAAnurag Jain, Corneliu Mitu, Markus Pipp, SAP

November 2016

© 2016 SAP SE or an SAP affiliate company. All rights reserved. 2Public

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functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this presentation

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All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations.

Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not

be relied upon in making purchasing decisions.


About SAP Road Maps

SAP road maps cover innovations that focus on business solutions and processes. They span products that are

relevant for customer lines of business in their industries and explain how our innovations can add value to your

business.

In SAP road maps, you can learn about our innovations along three different timelines:

1. Recent innovations for our solutions have been launched in the past weeks or months and can already be purchased.

2. Planned innovations for our solutions are expected to be launched in the short term or midterm.

3. Future direction provides a long-term perspective on high-level development plans on innovations for our solutions –

inspired by your requirements.


SAP S/4HANA, the next generation business suite

Cloud

edition

On-premise

edition

SAP S/4HANA applications and extensionsinstant insight-driven applications for all lines of business and industries

SAP HANA platformin-memory platform for all data

SAP Fiori UXrole-based user experience for all devices

Ariba Concur Fieldglass hybris Software SuccessFactors

Native integration for hybrid scenarios

People

Devices

Big Data

Internet

of Things

Business

networks

Social

networks

SAP Document Management


SAP S/4HANA Document ManagementThe Simplified Platform to Manage Documents

Key Message

Document Management in SAP S/4HANA aims for simplified and unified way of handling documents with open interface to connect consumer

application and content repositories

It aims to manage, collaborate documents both in cloud and on premise.

Document Management in SAP S/4HANA

SAP DMS -Simplified Document

Management

SAP DMS -Unified Way of

Handling Attachments

SAP CMIS API -Open Interface to connect consumer

& repository

SAP Document Center -

Collaboration with DMS integration

SAP DMS

SAP DMS -

Simplified

Document

Management

SAP DMS -

Unified Way of

Handling

Attachments


Maintain Document Info records in

FIORI

Simple Search to find documents

with filters

Arrange Search results sorting,

adding columns

Role based access with new FIORI

Launchpad

Link Documents to other Objects

with simplified Objects links

Document Management in SAP S/4HANASimplified DMS – Fiori UI

Attach URLs

Attach/ Modify

files

Link DIR to Other Objects

Maintain Status

Create / Search

Document Info record


Embedded Attachment UI into Fiori

Business Object

Simple interface to handle

attachments supporting GOS/DIR

and URL as attachments

Save Attachments in Draft before

confirming

Upload/Download attachments

without Active Plugins

URL as attachment feature

Overview of attachments with

Attachment count display

Attributes of attachments for display

at design time configuration.

Document Management in SAP S/4HANAAttachment Service


Document Management in SAP S/4HANA Attachment Service Unified Approach for GOS/DMS, Interoperability with GUI

Generic Object Services (GOS), Archive Link Document Management System (DMS)


Classify Documents with simplified

classification system integration in DMS

Search Documents based on classification

Full Text Search based on extracted File

Content

Mass Actions on multiple DIRs for status and

version change with new FIORI App

WebGL Viewer for 3D

DIR Folder Representation in Attachment

Reuse Component

Document Management in SAP S/4HANAPlanned Innovations Simplified DMS

Simplified Document

Management

Planned

SAP Document Center

SAP Document

Center -

Collaboration with

DMS integration


SAP Document Center for SAP S/4HANA

Ready-to-use

File Share & Sync Solution

Native Clients

Productivity features

Tailored security for cloud and

mobile usage

Integrate

Business Applications & Content Repositories

Harmonized API and SPI

SDK in multiple programming languages

CMIS Storage

SAP Document Center

SAP HANA Cloud Platform

Document

Service

SAP ApplicationsAccess & Share

Clients

Partner & Custom

Applications

NetWeaver

PortalBusiness

SuiteMS

SharePointOpenText

easyECM

Key Message

Ready to use solution for working and collaborating on business content, wherever this is.

Secure and Scalable content management solution to build new or integrate with existing business applications


Solution with Web and Native Clients

Mobile Devices

Apple iPad and iPhone

Android Phone and Tablet

Windows Mobile

Desktop

Windows including Outlook Add-in

Apple OSX

Any Device

Browser (HTML5, responsive)

Any App

Reuse Fiori Document Library

CMIS REST API and libraries

ABAP Client and Server SDK


Extended Offline Support

Have your documents always available on your

mobile device, even when offline

Synchronize single documents or complete folder

(hierarchies)

Offline content updates automatically when online

Restrict automatic sync over cellular network

Files are automatically downloaded

on mobile devices

Content can be automatically pushed to the user’s

mobile device based on roles


Out-of-the-Box Business Productivity

Manage files and folders on any device.

Use Productivity Apps (e.g. MS Office 365 apps)

supporting Document Provider Extension.

Import documents from other apps, take pictures and

videos directly in the app, take notes

Make and View Pdf Annotations

Easy navigate by Bookmarks and Chapters

Support for Acrobat Forms

Digitally sign pdf documents


Access the public and private folders in Document

Center with integration to DMS

Creation of folders and documents with ease

Viewing of Classification, Document Header Details

DMS Authorizations

Exclusive check in and check out of originals

Find documents using search queries

Edit and view documents in offline mode and

synchronize them with SAP DMS once user is

online

Distribute DMS documents with employees and

external partners

SAP DMS Integration into SAP Document Center

SAP S/4HANA, SAP ERP Integration

Collaborate Documents via SAP Document

Center with DMS integration


Document Management in SAP S/4HANAPlanned Innovations Document Center

Collaborate Documents via SAP Document

Center with DMS integration

Navigation to Business Application

Object Links of documents be exposed as

Attributes

User defined favorites folder with documents

selected by pre defined queries

Integration of Visual Enterprise Viewer to

display widely used 3D and 2D formats

Advanced search based on Classification and

other Document Properties

Creation of new Versions of DIR

Direct Editing of office files

Planned

SAP CMIS

SAP CMIS API -

Open Interface to

connect consumer

& repository


SAP’s Content Management Direction for the Cloud Target Architecture Vision

Digital Core

SAP S/4HANA

SAP CMIS API

SAP HCP

ApplicationsSAP Ariba

SAP

SuccessFactors …

Archive

Link

HCP

Document

ServicesSAP

Document Center

Archive

Link

SA

P C

lou

d

Ap

plic

ati

on

sC

lou

d C

on

ten

t M

an

ag

em

en

t

Do

cu

me

nt

Sto

rag

e

Sync &

Share

Key Message

Leverage Consistency across cloud applications with Open Standard CMIS to integrate with Content Management Systems

Open Strategy & Interface to give the Customer the choice for a Content Management Solution [ SAP Standard, OpenText, other Partner ]

Archive

Link

SAP Jam

HCP

Document

ServicesOpenText

Apps &

ServicesHCP

Document

ServicesCertified Partners

Apps &

Services

Future


SAP S/4HANA: Content Management Direction OnPremiseTarget Architecture OnPremise

Key Message

Interoperability between Archive Link and CMIS API, Continue to support Archive Link

SAP CMIS Profile to provide additional contextual information of the Document to help Partners to integrate, e.g. Business Object

Digital Core

SAP S/4HANA

SAP CMIS API & Archive Link

OpenText On-premise

Extended

Enterprise

Content

Management

Archive

Link

SA

P C

lou

d

Ap

plic

ati

on

sC

lou

d C

on

ten

t M

an

ag

em

en

t

Do

cu

me

nt

Sto

rag

e

…

…

…

..

… …

…

SAP

Content Server

Archive

LinkArchive

Link

Certified

Partners

Archive

Link

…

… …

…

Future


CMIS

Standard

SAP

Extension

SAP CMIS ProfileSAP Business Semantics in Content Management

Key Message

CMIS knows Files and Folders SAP CMIS Profile extends CMIS to carry Business Semantics in a harmonized way

CMIS Secondary Data Types are used to represent SAP Business Object Types, they contain the key definition of the Business Object

Folders can have contextual information via Secondary Data Types, those are used by SAP Applications to access Content

Examples: Folders in SAP CMIS Profile

1) Product Master 2) Document Info Record

sapbo:dir:docNumbersapbo:dir:docTypesapbo:dir:docVersionsapbo:dir:docAlt

<<cmis:secondary>>sapbo:dir

cmis:namecmis:objectIdcmis:baseTypeId = "cmis:folder"cmis:objectTypeId = "sap:folder"cmis:secondaryObjectTypeIds = [ sapbo:dir,… ]...


sap:folder

sapbo:product:productId

<<cmis:secondary>>sapbo:product

cmis:namecmis:objectIdcmis:baseTypeId = "cmis:folder"cmis:objectTypeId = "sap:folder"cmis:secondaryObjectTypeIds = [ sapbo:product,… ]...


sap:folder

cmis:secondary

Attributes from

secondary data

definition

cmis:folder

cmis:document

sap:folder

sap:document

FolderHierarchy

FolderHierarchy

FolderHierarchy

FolderHierarchy

**

11

**

11

sapbo:<BusObjType>:<key1>

sapbo:<BusObjType>:<key2>

sapbo:<BusObjType>:<attribute>

Cmis: secondarysapbo: <BusObjType>

Future


Content StorageRepository: A1

SAP CMIS ProfileSAP S/4HANA Interoperability with Archive Link

Key Message

SAP S/4HANA Integration for Attachments is based on GOS or DMS

SAP S/4HANA Documents are identified via Archive Link documentID to ensure Interoperability with Archive Link Calls

SAP Document Center offers CMIS Interoperability with Archive Link, for Cloud Repositories that do not offer Archive Link Interoperability

DMS

GOS

„Product

Master“

Digital Core

SAP S/4HANA

Archive

Link

Archive Link:

https:// … /archivelink/command?

get&contRep=A1&docId= 4711

4711

cmis:name = [ sapbo:archiveLink ]

sapbo:archiveLink:documentID = 4711

sap:document

cmis:namecmis:objectIdcmis:baseTypeId = "cmis:folder"cmis:objectTypeId = "sap:folder"cmis:secondaryObjectTypeIds = [ sapbo:dir,… ]...


sap:folder

cmis:namecmis:objectIdcmis:baseTypeId = "cmis:folder"cmis:objectTypeId = "sap:folder"cmis:secondaryObjectTypeIds = [ sapbo:product,… ]...


sap:folder

cmis:namecmis:objectIdcmis:baseTypeId = "cmis:document"cmis:objectTypeId = "sap:document"cmis:secondaryObjectTypeIds = [sapbo:archiveLink]...

sapbo:archiveLink:documentID

sap:document

cmis:namecmis:objectIdcmis:baseTypeId = "cmis:document"cmis:objectTypeId = "sap:document"cmis:secondaryObjectTypeIds = [sapbo:archiveLink]...

sapbo:archiveLink:documentID

sap:document

*1

*1

Future


Summary

Summary

SAP DMS S/4HANA Areas of Innovations:

– SAP DMS Document Service

– SAP DMS Attachment Services,

SAP Document Center on SAP HANA Cloud

Platform

SAP CMIS Interface

– Planned: Open Interfaces to connect

consumer & repository

– Future Vision: Support of Archive Link

Future

Questions and Answers

Thank you

Contact information:

Mitu Corneliu Anurag Jain Markus Pipp

Product Owner Product Owner Product Owner

SAP Document Center SAP DMS SAP ECM

SAP SE SAP SE SAP SE

[email protected] [email protected] [email protected]

mailto:[email protected]




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In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop

or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future

developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time

for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-

looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place

undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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