ADD-ON VERSION 200

Required actions to perform before usage - class assignment update

Redesigned attachment handling is implemented in new idoc classes which should be adjusted in transactions /PACG/ECM_CLSASSIG - FSM Connector's Outgoing Messages Configuration and /PACG/ECM_CLSASSIGIN - FSM Connector's Incoming Messages Configuration.

Table of contents

General overview

Collective attachment configuration has been designed to enable parallel usage of all three storage type solutions (GOS, BDS or DMS) for inbound attachments, depending on company, related ERP object type or file type. Additionally, attachments of a certain file type and/or company can be blocked from transfer to SAP FSM.

Correspondence to obsolete transactions

Obsolete transaction	New attachment configuration
/PACG/ECM_ARCH – Relevant Archive Link Objects	SAP standard transactions OAC2 and OAC3 available as links in folder SAP standard attachment configuration
/PACG/ECM_DMSI – Determine SAP DMS Doc. Cloud->SAP	DMS configuration (default or company-dependent)
/PACG/ECM_DMSO - Determine SAP DMS Doc. SAP->Cloud	No direct correspondence. Certain attachments can be restricted from transfer to SAP FSM based on object type and/or file type in Outbound configuration
/PACG/ECM_CDMS - Set folder path to store inbound attachments for DMS	Field ‘Folder path’ in DMS configuration

📁 SAP standard attachment configuration

Use these links to navigate to SAP standard attachment configurations - OAC2, OAC3 and DC10. These system configurations should be maintained for proper processing of DMS and BDS attachments.

🔗 OAC2 - SAP ArchiveLink: Global doc. types

Maintain global document types for BDS attachments.

🔗 OAC3 - SAP ArchiveLink: Links

Link object types with document types and content repository ID for BDS attachments.

🔗 DC10 - Define document types

Define document types and object links for DMS attachments.

📁 Default configuration

Maintain a set of default (global) attachment configurations. This data will be used if no company-dependent configuration is found (see folder Company dependent configuration).

📁 Company Dependent configuration

The set of configuration transactions (General attachment configuration, Inbound configuration, Outbound configuration and DMS configuration) can be maintained on company level. If a company-dependent configuration is found, it will be used instead of the global default (configurations in folder Default configuration).

🕑 General Attachment configuration

Customize general attachment settings, such as maximal allowed attachment size, default storage type for inbound attachments or if inbound/outbound attachment transfer should be blocked.

Max. attachment size	Enter the maximal allowed attachment size for outbound attachments. If no value is entered, the value of 5242880 bytes will be used. Attachment size should be also adjusted in SAP FSM company settings - ‘CompanySettings.MaxAttachmentSize’.
Allow attachment deletion	Allow deletion of attachments from SAP FSM after deleting related GOS attachments from SAP ECC/S4.
Storage type	Storage type for inbound attachments. Available storage types are: B - BDS D - DMS G - SAP Office (GOS) U - customer’s solution (with BAdI)
Block IN	Block (do not save) inbound attachments.
Block OUT	Block (do not transfer) outbound attachments.

Company-dependent general attachment configuration

If General attachment configuration is maintained for a specific company, it will be used instead of the default.

🕑 Inbound configuration

Certain object types and file types can be stored differently. Customize default storage types for specific ERP objects (e.g. SERVICECALL) and/or file types (e.g. PDF).

If an inbound attachment matches the entered patterns (ERP object ID and/or file type), it will be stored as defined in ‘Inbound configuration’. If no ERP object ID is entered, an entry will be relevant for all objects of a given file type (similarly, if only file type is entered, it will be relevant for all ERP objects).

Company-dependent inbound configuration

Company-dependent inbound configuration has priority over the default Inbound Configuration and will be searched for first. Only if no matching pattern is found, other configurations will be searched.

Storage type priority rules

Storage type determination for inbound attachments follows certain priority rules.

• 1. Storage type for inbound attachments is always first searched for in the company-dependent Inbound configuration - based on company ID and ERP object ID and/or file type.

• 2. If the attachment’s company, object type and file type won’t match any pattern found in the configuration, customizing will be searched for in the default Inbound configuration - based on ERP object ID and/or file type.

• 3. If no relevant entry is found, it will be searched for in the company-dependent General attachment configuration - based on company ID.

• 4. If not found, a storage type would be taken from the default General attachment configuration.

Inbound configuration example

The following configuration is maintained:

📁 Default configuration

🕒 General attachment configuration

🕒 Inbound configuration

📁 Company-dependent configuration

🕒 0001 - General attachment configuration

🕒 Inbound configuration

🕒 DMS configuration

Service call attachments created in FSM company 1

According to the inbound configuration for company 1 (which is used first):

• Service call attachments of file type other than PDF will be stored as BDS attachments.

• Service call attachments of file type PDF, will be stored as DMS attachments.

According to the DMS configuration for company 1:

• Service call attachments stored as DMS will use document type ‘ZXK’, status ‘MS’ and default storage category ‘DMS_C1_ST’.

Equipment attachments created in FSM company 1

According to the inbound configuration for company 1:

• Equipment attachments will be stored as DMS attachments, regardless of their file type.

According to the DMS configuration for company 1:

• Equipment attachments stored as DMS will use document type ‘ZPK’, status ‘MU’ and default storage category ‘DMS_C1_ST’ (this setting is relevant for all objects other than service calls).

Activity attachments created in FSM company 1

Since no company-specific inbound configuration is maintained for Activities, the Default inbound configuration is used:

• Activity attachments will be stored as GOS.

Item attachments created in FSM company 1

Since no company-specific and default inbound configuration is maintained for object ‘ITEM’, the General attachment configuration for company 1 will be used:

• Item attachments will be stored as BDS.

Item attachments created in FSM company 2

Since no company 2-specific and default inbound configuration is maintained for object ‘ITEM’, and the General attachment configuration is only maintained for company 1, the default General attachment configuration will be used:

• Item attachments will be stored as GOS.

🕑 Outbound configuration

Specify which ERP objects and/or file types should be restricted from transfer to SAP FSM. E.g., do not transfer activity attachments to SAP FSM if their file type is ‘PDF’.   

If no ERP object ID is entered, an entry will be relevant for all objects of a given file type. If no file type is entered, an entry will be relevant for all objects with a given ERP object ID.

Company-dependent outbound configuration

A blocklist can also be maintained for specific companies.

Example 1

PDF files attached to equipment will not be transferred to FSM company 1.

Example 2

No equipment attachment will be transferred to FSM company 1.

Example 3

No PDF attachment will be transferred to FSM company 1.

Example 4

PDF files attached to equipment will not be transferred to any FSM company, regardless of company-dependent outbound configuration.

🕑 DSM configuration

This node will appear, if the storage type is set to ‘D’ (DMS) in General attachment configuration or Inbound configuration. Make sure to customize which document type, document status and storage category should be assigned to inbound attachments. It can be done based on the related object’s cloud message type. If no ERP object ID is entered, an entry will be relevant for all objects (unless the attachment matches another, more specific pattern).

ERP object ID	Object to which a file is attached to.
Document type	DMS document type to be used.
Document status	Status to be set for the document.
Cumulated	It controls if for every new attachment a new DMS document should be created, otherwise attachments are added to the existing one. DMS creates its own documents to which attachments are added and then these documents are linked with other documents in the system and not attachments themselves
Default storage category DMS	Storage category links logical storage location with physical one.
Folder path	Specify path for document storage.

Company-dependent DMS configuration

DMS configuration can be maintained for a specific company. If such an entry is found, it will be used instead of the default.

🕑 Cloud Message to DMS object configuration

 The mapping should not be modified. Click to learn more.

Mapping between cloud message types, DOKOB (Linked SAP object) types, business types and ERP objects.

This mapping used to be partially ‘hard-coded' and should not be modified unless with special caution and reason.

Field	Description	Example value
CLOUD_OBJECT	Cloud message type	SERVICECALL
BUS_TYPE	Type of Objects in Persistent Object References	BUS2088
OBJID	ERP Object ID	SERVICECALL
DOKOB	Linked SAP object	AFKO

Inbound configuration - process examples

DMS

According to the company-dependent Inbound configuration below, all service call attachments from company 1 will be saved as DMS attachments.

The DMS configuration is set as follows:

Add an attachment of any file type for a service call in SAP FSM.

An inbound idoc of type /PACG/ECM_ITYPE_ATTCHM_IN should be generated.

Navigate to transaction CV03N. Enter the document number and type. The document number may be filled automatically, if not, it can be found in the idoc’s log.

Notice that the document type, status and storage category correspond to the maintained configuration.

The service call for which the attachment was created can be found under the ‘Object links’ tab.

GOS

According to the company-dependent General attachment configuration below, all inbound attachments from company 1 will be stored as GOS attachments.

The company-dependent general attachment configuration will not be overwirtten by object- or file type-specific inbound configuration in this case.

Create an attachment for a service call in SAP FSM.

An inbound idoc of type /PACG/ECM_ITYPE_ATTCHM_IN should be generated.

Navigate to the corresponding service order’s attachment list in transaction IW33.

Notice that the attachment can be found in SAP as a GOS attachment.

Outbound configuration - process example

BDS

According to the default outbound configuration below, PDF files attached to service call objects will not be transferred to SAP FSM.

Create a BDS attachment for a service order.

The attachment should be of type PDF.

Save the attachment and service order. Notice that no outbound attachment idoc is generated.

Technical overview

Sending process

General process

BAdI diagram

Receiving process

BAdI diagram

DMS key

New DMS key structure is as seen below. It provides unique key for each file from DMS document. This key is built based on SAP data element: /PACG/ECM_DMS_KEY

Configuration tables