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1.

1 Installation Process
Purpose
Use the tables below as a checklist when installing the system, to help you through the installation procedures. These tables contain all the
steps required for installation (planning, preparation, installation, and post-installation procedures). Use the references to the general
descriptions of activities and the additional information to obtain help about performing the activities. The help ensures that you do not
overlook important information.

Prerequisites
SAP recommends that you install SAP Easy Document Management as follows:

1.

Print out the tables below.

2.

Follow the sequence of installation procedures exactly as shown in the tables.

3.

If a step is necessary for your installation, read the note on this step in the relevant section.

4.

Carry out the instructions exactly as described in the note.

5.

Once you have completed the step, mark the corresponding entry in the table with to record the progress of your installation.

6.

Continue with the next step in the table.

7.

Ensure that the requirements for releases, Support Packages, and SAP Notes are fulfilled in the SAP system.

Software Component Matrix

Software Component Matrix

System Landscape for EasyDMS

Supported Languages

Required EHP level with SAP PLM 7.0

Required EHP level without SAP PLM 7.0

EA_APPL 604
SAP_APPL 604
NetWeaver 701
SAP_ABA 701
SA_BASIS 701

PLMWUI 700
EA_APPL 604
EA_IPPE 404

SAP_APPL 604
SAP_BS_FND 701
NetWeaver 701

MS Windows Vista Standard, Ultimate and


Business editions (32- and 64-Bit)

SAP_ABA 701
SAP_BASIS 701

MS Windows XP (32bit) SP1 or higher

MS Windows Server 2003 Edition (WTS)


MS Windows 7 Professional, Ultimate and
Enterprise editions (32- and 64-Bit)

MS Office XP, 2003, 2007, 2010

Danish, Dutch, English,


French, German, Italian,
Japanese, Korean, Spanish,
Swedish, Czech, Finnish,
Polish, Portuguese, Russian,
Chinese (Simplified)

Planning
Careful planning is a prerequisite for the successful installation of the system.
Checked

Activity
Check the prerequisites.
Check whether the SAP system that you want to use is set up. For more information, see SAP Library under SAP Enterprise Application
Components ? Cross-Application Components ? Document Management and the Implementation Guide for Document Management in SAP.
Check whether users are created with the correct authorizations in document management in the relevant SAP system. For more information,
see SAP Library under SAP Enterprise Application Components ? Cross-Application Components ? Document Management ? Authorization

Checked

Activity
Objects for Documents.
Check which computer you want to use SAP Easy Document Management on.
Check whether a secure storage area has been created for original application files in the relevant SAP system. For more information, see
SAP Library under SAP Enterprise Application Components ? Cross-Application Components ? Document Management and the
Implementation Guide for Document Management.

Preparation
Before you install SAP Easy Document Management, you must perform the following activities:
Checked

Activity
If necessary, define settings in the SAP system that you want to use. For more information, see SAP Library under SAP Enterprise
Application Components ? Cross-Application Components ? Document Management and the Implementation Guide for Document
Management.
If necessary, create users with the appropriate authorizations in SAP document management. For more information, see SAP Library
under SAP Enterprise Application Components ? Cross-Application Components ? Document Management and the Implementation Guide
for Document Management.
If necessary, set up a secure storage area for original application files in the SAP system. For more information, see SAP Library under SAP
Enterprise Application Components? Cross-Application Components ? Document Management and the Implementation Guide for Document
Management.

Installation
The following table describes the installation procedure.
Checked

Activity
Run the installation.

Post-Installation
Checked

Activity
Test the installation.
Open SAP Easy Document Management.
Create the Public Folder (only when a user logs on for the first time and uses SAP Easy Document Management for the first time in this
system).
Create a Private Folder (only when you log on for the first time).

Process Flow

1.

Before you install SAP Easy Document Management, check whether your PC fulfills all the requirements.

2.

Install SAP Easy Document Management on every PC on which you want to use it.

3.

Start file setup.exe from the installation CD and follow the instructions in the dialog boxes.
Once open, SAP Easy Document Management automatically guides the user through the logon process.

1.2 Planning Installation


Requirements
The PC must fulfill the following requirements:
Requirement Type

Requirement

Hardware requirements

Software requirements

Free disk space: 150 MB in the standard program folder, for example C:\Program Files
RAM: 128MB
Screen resolution: at least 1024x768 pixels

MS Windows XP (32bit) SP1 or higher


MS Windows Vista Standard, Ultimate and Business editions (32- and 64-Bit)
MS Windows Server 2003 Edition (WTS)
MS Windows 7 Professional, Ultimate and Enterprise editions (32- and 64-Bit)
MS Office XP, 2003, 2007, 2010

If you do not have either Microsoft Office or an SAP GUI, two dll files may be missing on your computer. SAP Easy Document
Management cannot be installed. The missing files and an installation guide (ReadMe.txt) are in the msredist folder. See also additional
notes about known problems and current version information in the ReadMe.txt file in the installation folder.

SAP System Settings


Before you can use SAP Easy Document Management, SAP Document Management must be fully configured. For more information, see the
Implementation Guide for Document Management in SAP and the SAP Library SAP Enterprise Application Components ? Cross-Application
Components ? Document Management. You can use this application with any SAP system.

Authorizations
Each user that is to work with SAP Easy Document Management needs the appropriate authorizations in the SAP system. For more
information, see Authorizations in SAP Easy Document Management, the Implementation Guide in the SAP system, and SAP Library
under SAP Enterprise Application Components ? Cross-Application Components ? Document Management ?Authorization Objects for
Documents.

Computer
Install SAP Easy Document Management on every PC on which you want to use it. You do not need an installation of SAP GUI on your PC.
However, each PC on which SAP Easy Document Management is installed must fulfill the software and hardware requirements shown
above.

Secure Storage Area for Original Application Files


You need a secure storage area for your original application files in document management in SAP. For more information, see SAP
Library SAP Enterprise Application Components ? Cross-Application Components ? Document Management and the Implementation Guide
for Document Management.

1.3 Installation and Test


Installation
To install SAP Easy Document Management, proceed as follows:

1.

Close all programs that are running.

2.

Start setup.exe from the installation CD.

Installation Test
You can test your SAP Easy Document Management installation to check whether installation was successful.

Activities
To test the installation, proceed as follows:

1.

Start the program SAP Easy Document Management from the Microsoft Windows Explorer.

2.

Log on to the SAP system in which you want to work.


You need the following information:

3.

System name
Client
User
Password
Language (optional
If SAP Easy Document Management is open, insert a new document by choosing (New Document) from the toolbar.
On the left-hand side of the application window, the folder structure is displayed, and on the right-hand side you see the details of the
subordinate folders and documents in the folders. If the new document is also displayed in your SAP system, the installation was successful.

Resume an Interrupted Installation


If you canceled or interrupted the installation process, and then want to resume the installation, start setup.exe again

1. Starting SAP Easy Document Management


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Purpose
When you open SAP Easy Document Management in Microsoft Windows Explorer, a connection is set up to the SAP system across the SAP
Easy Document Management interface.
Whenever you call SAP Easy Document Management in Microsoft Windows Explorer, the layout of the toolbar changes. The icons for SAP
Easy Document Management are inserted in the toolbar.
Digital signatures as part of an approval process ensure that predefined processes are adhered to. Only authorized users can enter a digital
signature in status maintenance for a document info record.

When a user logs on to SAP Easy Document Management for the first time, the system asks this user to create a Public Folder. The system
creates a folder with the document number EDIPUBLICROOTFOLDER.

When this user logs on to SAP Easy Document Management for the first time, the system asks the user to create a Private Folder. The
system creates a folder with the document number <User name>.

Prerequisites
You have installed SAP Easy Document Management (see Installing SAP Easy Document Management).

You have made the settings in Customizing for Document Management (CA-DMS).

Features
You can enter the following connection parameters in the logon dialog:

SAP System with Client


Once you have called SAP Easy Document Management, you can use the SAP icon to log off from the SAP system and log on again.

User with Password


If you do not want to enter your password each time you log on, select Save Password.
The system saves the password encoded in the registry under User Settings. It is still possible for system administrators to read these
passwords.

We recommend that you do not save passwords for security reasons!

Logon Language
Determines the language of the SAP Easy Document Management user interface.

Automatic Logon
This indicator hides the connection dialog the next time you log on. You can interrupt the automatic logon with SHIFT + CTRL.
You can deactivate automatic logon by choosing Preferences System and deselecting the Logon to SAP Automatically indicator.

You can configure new systems by choosing the ".." (SAP Destinations) pushbutton.
Work Offline
If you have loaded data for editing offline, you can access it by choosing Work Offline. The system displays the offline folder.

You can end the connection to the SAP system as follows:


In the toolbar by using the SAP icon
In the context menu of the SAP Easy Document Management folder

Activities
1.

2.

There are three ways to start SAP Easy Document Management:


On your detop in Microsoft Windows Explorer, choose the folder SAP Easy Document Management.
Choose Save As in a Microsoft Office application, and navigate on your desktop to SAP Easy Document Management.
Choose the SAP Easy Document Management icon on the desktop.
Then you enter your logon data.
The logon language determines the language of the user interface.

If you do not want to enter your password each time you log on, select Save Password.
If you want to change your password, select Change Password and enter the new password twice in the dialog box.
If you want to hide the logon window the next time you log on, select the Logon Automatically Next Time indicator. The system copies the
logon data from the last logon. No other entries are necessary.

3.

Choose Log On.