Standard SAP attachment setup and creation

Before proceeding with FSM Cloud Connector attachment configuration (described on page FSM Cloud Connector-specific attachment Setup), make sure that attachments can be created manually on your system. The preferred attachment storage method should be configured by a BASIS or another responsible consultant in advance.

GOS attachments

Attachment creation

GOS attachments are created for individual objects (e.g. a service order) using the GOS toolbox → Create… → Create Attachment option. The new attachment should be visible on the object’s attachment list.

Open

Open

 

Standard setup remarks

GOS attachments usually do not require advanced setup, other than assignment of relevant authorizations.

BDS attachments

Attachment creation

BDS attachments are created for individual objects (e.g. a service order) using the GOS toolbox → Create… → Store business document (or Save business document) option.

The successfully added attachment should be visible on the object’s attachment list:

Standard setup remarks

If the attachment cannot be added, please contact a BASIS consultant. An example error, caused by a wrong port number in Content Server Administration (transaction CSADMIN):

BASIS preparation of BDS attachment setup includes, among others:

• Content repository maintenance in transaction OAC0

• Global document types maintenance in transaction OAC2

• Maintenance of links for Content Repositories in transaction OAC3

Only the document types maintained for a given object in SAP standard transaction OAC3 can be used as BDS attachments.

Selected object types relevant for FSM integration for which a document type can be assigned in transaction OAC3:

DMS attachments

Attachment creation

DMS attachments are created using DMS documents. A DMS document with an attached file can be linked to multiple objects of different types. This reduces the number of redundant copies of the same file, which, otherwise, would be uploaded multiple times, separately for each object.

DMS documents are created using transaction CV01N. Specify a document type and press enter.

Add a file (Original) of an allowed type in the Originals tab.

Check in the original file.

Now that a file was added and checked in, specify which objects should be linked to this DMS document. In the example below, service order 4000370 is linked.

Save the document. The document can be displayed in transaction CV03N. Make sure that the object link remains as added in the previous steps.

Standard setup remarks

A DMS document type should be maintained in SAP standard transaction DC10. Allowed object links can be added in tab Define object links: