Configuracion Rms Sap

SAP Records Management

Self-help guide for configuration of RM for a simple scenario
User Documentation

July 05, 2009

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Contents
1 2 3 4 5 INTRODUCTION ......................................................................................3 BASIC CONFIGURATION TO MAKE THE SYSTEM USABLE ..............3 SCENARIO DESCRIPTION.....................................................................5 HOW TO SETUP THE SCENARIO ..........................................................6 FURTHER INFORMATION ....................................................................22

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1 Introduction
This document aims at providing a basic understanding of how to work with RM using a simple scenario. For more detailed information on RM & more complicated scenarioconfiguration details, please refer to the training BIT640 or get in touch with SAP consultants.

2 Basic configuration to make the system usable
The Records & Case Management application has been setup in a system & you have to prepare the application to get the basic functionalities running like creation of objects, workflow up & running etc. There are few things which should be done before one can useRM productively even for research & testing: 1. Setting up Business Workflow: The business workflow should be setup first of all. This can be done in transaction SWU3 (Automatic Workflow Customizing)

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2. Creation of number range for case (transaction SPRO): In SPRO, navigate to option Define Number Range Intervals for Case (Application Server ->Basis Services->Case Management -> DefineNumber Range Intervals for Case)

3. Creation of number range for process route (transaction SPRO or SCASE_CUSTOMIZING) & activation of the workflow templates for use1: Menu option Activate Workflow (Application Server ->Basis Services->Case Management -> Activate Workflow) should be used to activate the Workflow template used in process route. Please use menu option Create Number RangeInterval 01 for Process Route (Application Server ->Basis Services->Case Management -> Create Number Range Interval 01 for Process Route) to create the number range used in process route.

Remark: Other workflow related settings may also be required to be done & not mentioned here. Please see SPRO & documentation for each of other menu options for process route.

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With these foursettings done, we would be able to create cases & start workflow for them. We can do our research in the S_CMG_DEMO for cases & S_RMS_DEMO for records.

3 Scenario Description
We will see the usage of case management in RM using a small scenario. The scenario is of a small project to be setup & executed in a firm. The stakeholders need to have the information of the phase the project is in & theprocessor involved in the phase to be available to view at all time. They should also be able to see the deliverables created at each phase of the project. The project will have 4 main phases: Specifications, Design, Development, and Test. The details are as given below:
Status of case New Processors involved Administrator Deliverables (objects created in the phase) Case creates(Project)

CaseProject

Phase -

Project Project Project

Specification Design Developmen t

Specification phase Design phase Development phase

Specification Writer Designer Developer

Specification document Design document Code module, technical documentation for code written Status report of tests executed & bugs fixed -

Remarks Project is setup in system- the project structure is defined & casefor tracking the project is created but the work has not started Project is in specification phase & specification is to be written The design for application is written in this phase Application is coded here. The developer may write the technical documentation of the application

Project Project

Testing & bug-fixing -

Test phase Closure

Tester, Developer Administrator

Project is...