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Installation Guide
This guide describes the installation of all Vendor Invoice
Management (VIM) 6.0 components: Vendor Invoice
Management SAP component, optional OpenText Approval
Portal, and optional Vendor Invoice Management CRM SSF
component.
VIM060000-IGD-EN-3
Table of Contents
Introduction ............................................................................... 7
1.1
1.2
1.2.1
1.2.2
1.2.3
1.3
Part 1
Preparing Installation.............................................................. 13
2.1
2.2
2.3
2.3.1
2.3.2
2.3.3
2.3.4
General .................................................................................................. 13
Password Control................................................................................... 14
Checking Prerequisites .......................................................................... 14
Required Knowledge.............................................................................. 14
SAP Prerequisites .................................................................................. 14
Workflow Customizing............................................................................ 16
Installation Tool ...................................................................................... 18
3.1
3.2
3.2.1
3.2.2
3.2.3
3.2.4
3.2.5
3.2.6
3.2.7
3.2.8
3.2.9
3.2.10
3.2.11
Upgrading ................................................................................ 51
5.1
VIM060000-IGD-EN-3
iii
Table of Contents
iv
5.2
Troubleshooting ......................................................................63
6.1
FAQs ...................................................................................................... 63
Part 2
7.1
7.2
7.3
7.3.1
8.1
8.2
8.2.1
8.3
8.3.1
8.3.2
8.3.3
8.3.4
9.1
9.2
9.3
9.4
10
11
12
Troubleshooting ....................................................................103
13
13.1
13.2
13.3
13.4
Part 3
65
110
14
14.1
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Table of Contents
14.2
14.2.1
14.2.2
14.2.3
15
16
16.1
16.2
17
Part 4
18
19
20
20.1
20.2
20.3
20.4
GLS
Glossary
137
IDX
Index
145
VIM060000-IGD-EN-3
Installation Guide
125
Chapter 1
Introduction
1.1 About the Product
Vendor Invoice Management (VIM) is a packaged business solution that basically
solves a business problem paying correct amount to vendors on-time. VIM is an
add-on to your SAP system, the majority of its functions and processes run inside
the SAP system; it deals only with invoices that will be posted to SAP ERP. It
integrates with standard SAP functions such as Invoice Verification, Financial
Processing, etc.
Patches
Patches (Hot Fixes), Support Packages and the latest versions of the Release Notes
for VIM are available in the OpenText Knowledge Center:
https://knowledge.opentext.com/knowledge/llisapi.dll/Open/10151605. The
latest versions of the documentation are also available in the Knowledge Center:
https://knowledge.opentext.com/knowledge/llisapi.dll/Open/10151494.
For SAP Invoice Management by OpenText customers: To obtain access to the
Knowledge Center, initiate a ticket request in SAP Service Marketplace.
For OpenText customers: Send an email to support@opentext.com.
VIM features the optional component Web Invoice Approval. The target audience for
this component includes:
Site administrators
Database administrators
Network administrators
VIM060000-IGD-EN-3
Chapter 1 Introduction
1.2.3 Conventions
User interface
This format is used for elements in the graphical user interface (GUI), such as
buttons, names of icons, menu items, and fields.
Filenames, commands, and sample data
This format is used for file names, paths, URLs, and commands at the command
prompt. It is also used for example data, text to be entered in text boxes, and
other literals.
Note: If you copy command line examples from a PDF, be aware that PDFs
can contain hidden characters. OpenText recommends copying from the
HTML version of the document, if it is available.
KEY NAMES
Key names appear in ALL CAPS, for example:
Press CTRL+V.
<Variable name>
Angled brackets < > are used to denote a variable or placeholder. The user
replaces the brackets and the descriptive content with the appropriate value. For
example, <server_name> becomes serv01.
Internal cross-references
Click the cross-reference to go directly to the reference target in the current
document.
External cross-references
External cross-references are usually text references to other documents.
However, if a document is available in HTML format, for example, in the
Knowledge Center, external references may be active links to a specific section in
the referenced document.
VIM060000-IGD-EN-3
1.3
Contact Information
Caution
Cautions help you avoid irreversible problems. Read this information
carefully and follow all instructions.
Important
Important notes help you avoid major problems.
Note: Notes provide additional information about a task.
Tip: Tips offer you quicker or easier ways of performing a task.
Communities
Knowledge Center
Usage tips, help files, and best practices for customers and partners.
User groups and forums where you can ask questions of OpenText experts.
If you need additional assistance, you can find OpenText Corporate Support
Contacts at http://support.opentext.com/.
VIM060000-IGD-EN-3
Installation Guide
Part 1
Vendor Invoice Management SAP Component
Installation
This part describes the installation of the SAP component of Vendor Invoice
Management (VIM).
12
VIM060000-IGD-EN-3
Chapter 2
Preparing Installation
2.1 General
Caution
The following information is very important. Read the table carefully before
the installation.
Disclaimer
Supported versions
OpenText Support
Center
Important
Make sure the SAP workflow system is configured to run workflows. To
check this, execute the SWU3 transaction. Make sure most of the relevant
icon. It is very important
items are configured correctly, indicated by the
that, in the Maintain Runtime Environment node, Configure RFC
destination has the
icon.
Note: Check for and download the available latest support packs and hot fixes
at the OpenText Knowledge Center:
https://knowledge.opentext.com/knowledge/llisapi.dll/Open/10151605.
VIM060000-IGD-EN-3
13
SAP 4.7
SAP 4.6C
VIM installation
217746711F
217741711F
217740711F
217743711F
SAP upgrade
2177467708
2177417708
2177407708
VIM upgrade
2177467118
2177417118
2177407118
2177437118
Apply OSS note 1082597: Not enough business functions activated in SFW5; this
is used for Switch Frame Work for activating the PO based invoice parking
infrastructure.
Apply OSS note 938147: OAWD: Object does not exist (OA 233)
You have to apply this note manually even if the system shows a message The
note cannot be implemented in transaction SNOTE.
14
VIM060000-IGD-EN-3
2.3
Checking Prerequisites
The following components must be installed for SAP ECC 6.0 up to EHP5:
Option
Component: SAP_APPL
Component: SAP_BASIS
Release
Support package
Release
Support package
600
SAPKH60006
700
SAPKB70010
602
SAPKH60205
700
SAPKB70010
604
SAPKH60402
700 or
above
SAPKB70103
605
700 or
above
SAPKB70203
Apply OSS note 938147: OAWD: Object does not exist (OA 233)
Apply OSS note 938147: OAWD: Object does not exist (OA 233)
VIM060000-IGD-EN-3
Installation Guide
15
Apply OSS note 938147: OAWD: Object does not exist (OA 233)
Apply OSS note 636217: DDIC activation error as table width greater than 1962
bytes
16
VIM060000-IGD-EN-3
2.3
Checking Prerequisites
VIM060000-IGD-EN-3
Installation Guide
17
18
VIM060000-IGD-EN-3
Chapter 3
1.
SAP version
File
Source path
Target path
OTEXVIM_604_700.SAR
INST_ERP_700/DATA
/
/usr/sap/trans/
EPS
OTEXVIM_603_640.SAR
INST_ERP_640/DATA
/
/usr/sap/trans/
EPS
OTEXVIM_602_620.SAR
INST_ERP_620/DATA
/
/usr/sap/trans/
EPS
SAP R/3
4.6C
OTEXVIM_601_46C.SAR
INST_ERP_46C/DATA
/
/usr/sap/trans/
EPS
2.
The resulting PAT file will be extracted to the EPS/in folder relative to the path
of the SAPCAR file.
3.
Carry out the import of the package as described in the respective SAP
documentation.
VIM060000-IGD-EN-3
19
For every client, you must activate new BC Sets after installing VIM 6.0.
Depending on the SAP version, the following screens might look different
on your system.
2.
20
VIM060000-IGD-EN-3
3.2
VIM060000-IGD-EN-3
Dutch
English
French
German
Italian
Installation Guide
21
Japanese
Portuguese
Spanish
Russian
Chinese
To select your applicable languages, select the respective check box in the
Manual Selection column.
2.
22
VIM060000-IGD-EN-3
3.2
2.
3.
4.
VIM060000-IGD-EN-3
Installation Guide
23
Dialog Task ID
DP WF
00275278
PO Parked
00275262
00275265
PO Blocked Header
00275267
NPO parked
00275260
IAP
00275253
Referee workitem
00275283
24
1.
2.
In the Task type field, select Standard task, enter the task ID and click the
button.
VIM060000-IGD-EN-3
3.2
3.
In the Standard Task: Display screen, select Additional data > Agent
assignment > Maintain.
For SAP version 4.7 or above:
VIM060000-IGD-EN-3
Installation Guide
25
4.
In the Standard task: Maintain Agent Assignment screen, select the name of
the assignment and then click the Attributes button.
5.
In the Task popup, select General Task and click the Transfer button.
The standard task is now configured as a General Task.
If you are prompted to create a new transport, continue with the next step.
6.
7.
Repeat the procedure for all the tasks mentioned in Table 3-1 on page 24.
26
VIM060000-IGD-EN-3
3.2
2.
To refresh the runtime buffer, click the Start Synchronization button (for SAP
version 4.7 or above) or the Synchronization button (for SAP version 4.6 C, see
highlight).
VIM060000-IGD-EN-3
Installation Guide
27
2.
Enter SGOSATTR in the Table/View field and click the Maintain button.
3.
When a popup is displayed, indicating that the table is cross client, click the
button.
4.
Check whether the entries for the services WF_ZOPT/VIM and ZOPT_SERVC are
present.
If the entries are not present, add these entries, as shown in the screenshots
below.
28
VIM060000-IGD-EN-3
3.2
5.
VIM060000-IGD-EN-3
Installation Guide
29
6.
Description
/PTGWFI/RI
CP Document
/OPT/DOCID
Document Processing
/ORS/STACK
Invoice Approval
/ORS/USRMP
Important
All the number ranges intervals must be 01.
To maintain the number range:
30
1.
2.
Enter the object name from the table above, for example /OPT/DOCID and click
the Number ranges button.
VIM060000-IGD-EN-3
3.2
3.
VIM060000-IGD-EN-3
Click the
button.
Installation Guide
31
32
4.
Click the
5.
VIM060000-IGD-EN-3
3.2
2.
Click the Generate button in the tool bar, see highlight in the screenshot above.
The business object is generated.
3.
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Installation Guide
33
4.
5.
34
VIM060000-IGD-EN-3
3.2
6.
VIM060000-IGD-EN-3
Click the Activate button in the tool bar to activate the function module, see
highlight in the screenshot above.
Installation Guide
35
36
7.
Click the Single Test button in the tool bar, see highlight in the screenshot
above.
8.
Click the Execute button in the tool bar, see highlight in the screenshot above.
VIM060000-IGD-EN-3
3.2
9.
Once you see the message above, you have verified that the /OPT/FIPP business
object is generated and the function module is active.
VIM060000-IGD-EN-3
Installation Guide
37
2.
Click the generate button in the tool bar, see highlight in the screenshot above.
The business object is generated.
38
VIM060000-IGD-EN-3
3.2
Select the check box Enable event queue for the events /OPT/B2081 ZWFI_PARKED and /OPT/FIPP - ZWFI_CREATED and save the configuration.
2.
To schedule the Event Queue Job, execute the SWEQADM transaction. You
can set the frequency according to your requirement how often to update
the respective data.
The following event linkages can be turned on or off to enable or disable VIM
workflows:
Table 3-2: Event linkages for VIM workflows
Object type
FIPP
FIPP
BUS2081
BUS2081
BUS2081
/OPT/FIPP
/OPT/B2081
FIPP
FIPP
BUS2081
BUS2081
VIM060000-IGD-EN-3
Event
Receiver type
DELETED
SWW_WI_CREATE_VIA_EVENT
TS00275270
POSTED
SWW_WI_CREATE_VIA_EVENT
TS00275270
DELETED
SWW_WI_CREATE_VIA_EVENT
TS00275270
POSTED
SWW_WI_CREATE_VIA_EVENT
TS00275270
POSTED
/OPT/BL_PO_BLK_RECEIVER
WS00275264
ZWFI_CREATED
/OPT/BL_NPO_PRK_RECEIVER
WS00275254
/PTGWFI/PIR_F_CHECKFM
ZWFI_PARKED
/OPT/BL_PO_PRK_RECEIVER
WS00275260
/PTGWFI/PRK_M_CHECKFM
DELETED
/OPT/VIM_RPT_RECEIVER_FM
POSTED
/OPT/VIM_RPT_RECEIVER_FM
DELETED
/OPT/VIM_RPT_PO_INV_RECEIVER
POSTED
/OPT/VIM_RPT_PO_INV_RECEIVER
Installation Guide
Usage comments
Invoice Approval (IAP)
IAP
IAP
IAP
IE
VIM Analytics
(VAN)
VAN
VAN
VAN
39
Object type
BUS2081
BUS2081
Event
Receiver type
RELEASED
/OPT/VIM_RPT_PO_INV_RECEIVER
CANCELLED
/OPT/VIM_RPT_PO_INV_RECEIVER
Usage comments
VAN
VAN
To open the Event Type Linkages screen, execute the SWE2 transaction.
2.
Create the event linkage entries shown in Table 3-2 (if not already existing) by
clicking the New Entries button.
To edit an existing event linkage entry, double-click the entry.
3.
To enable the workflow, select the Type linkage active check box.
To disable the workflow, clear the check box.
40
VIM060000-IGD-EN-3
3.2
4.
Save your changes with a transport and move this transport to subsequent
systems.
Note: Repeat the procedure for all event linkage entries shown in Table 3-2.
VIM060000-IGD-EN-3
Installation Guide
41
2.
Enter /OPT/VIM_RETRY in the Table/view field and click the Maintain button.
3.
represents extraction.
represents validation.
OpenText recommends the following settings for Time limit (in seconds)
42
VIM060000-IGD-EN-3
3.2
Extraction
7200
Validation
3600
2.
3.
/OPT/VIM
Text
OpenText VIM
A
Select the check box.
4.
VIM060000-IGD-EN-3
Installation Guide
43
2.
Follow the menu path Settings > P/S Modules > of a customer.
3.
4.
5.
44
1.
2.
Follow the menu path Settings > Process Modules > of a customer.
3.
4.
VIM060000-IGD-EN-3
3.2
5.
/OPT/VIM_DP_SRM_PRICE_HEADER
/OPT/VIM_DP_SRM_QTY_FOOTER
/OPT/VIM_DP_SRM_QTY_HEADER
/OPT/VIM_DP_SRM_QTY_URL_HEAD
VIM060000-IGD-EN-3
Installation Guide
45
2.
3.
Enter values in the required fields. Text Name and Target Name must be the
same.
Click
46
VIM060000-IGD-EN-3
3.2
4.
5.
6.
Repeat the steps for all standard text shown in the list above.
VIM060000-IGD-EN-3
Installation Guide
47
Chapter 4
Verifying Installation
Make sure that the OpenText Vendor Invoice Management add-on is reflected in the
installed components.
To verify the installation:
1.
2.
Click the
VIM060000-IGD-EN-3
49
In the System: Component information dialog, you should see the OTEXVIM
add-on component installed, with Release number as shown in the following
table.
50
SAP Version
Release
ECC 6.0
604_700
ECC 5.0
603_640
SAP 4.7
602_620
SAP 4.6 C
601_46C
VIM060000-IGD-EN-3
Chapter 5
Upgrading
This chapter describes the upgrade procedure for both SAP upgrade and VIM
upgrade.
Apply OSS note 1082597: Not enough business functions activated in SFW5; this
is used for Switch Frame Work for activating the PO based invoice parking
infrastructure.
Apply OSS note 938147: OAWD: Object does not exist (OA 233)
VIM060000-IGD-EN-3
51
Chapter 5 Upgrading
SAPKB70010
OTEXVIM 604_700
OTEXVIM 603_640
OTEXVIM 602_620
OTEXVIM 601_46C
2.
2.
Copy the respective SAPCAR file (*.SAR) from the product CD to the target SAP
application server in the /usr/sap/trans folder. This is the parent folder of the
DIR_EPS_ROOT folder.
Upgrade to ECC
6.0 from SAP
version
File
Source path
Target path
OTEXERP_UPGR
_VIM604_700.
SAR
UPGR_ERP/DATA/
/usr/sap/trans/
EPS
Upgrade to ECC
5.0 from SAP
version
File
Source path
Target path
OTEXERP_UPGR
_VIM603_640.
SAR
UPGR_ERP/DATA/
/usr/sap/trans/
EPS
Upgrade to SAP
4.7 from SAP
version
File
Source path
Target path
OTEXERP_UPGR
_VIM602_620.
SAR
UPGR_ERP/DATA/
/usr/sap/trans/
EPS
52
VIM060000-IGD-EN-3
5.1
3.
Upgrading SAP
4.
5.
To include the OTEXVIM exchange package, select Upgrade with SAINT package.
Click the OK button to continue.
6.
7.
VIM060000-IGD-EN-3
Installation Guide
53
Chapter 5 Upgrading
Important
In case of an SAP upgrade, do not activate BC Sets, as described in
Activating Business Configuration Sets on page 20. If you activate BC
Sets, all the configuration data is overwritten with OpenText baseline
configuration data and all custom configuration changes are lost.
At the end of the upgrade you may see the following screen.
When checking the LONGPOST.LOG, you may discover the following error
referencing the VIM namespace.
A2PESEEF_BADI 103 BAdI implementation "/OPT/VIM_CHECK_MIRO" must
still be migrated
2 EPU139 Postprocessing necessary when upgrade has been
completed"SEEF_BADI""103"
A2WESEEF_BADI 051 Migrate implementation "/OPT/VIM_CHECK_MIRO"
using transaction SPAU
Execute the upgrade report "COM_PRODUCT_UPGRADE"
54
VIM060000-IGD-EN-3
5.2
Upgrading VIM
If the two objects are green (see screenshot above), they are active and
generated. This is okay and can be ignored.
Execute the COM_PRODUCT_UPGRADE report using transaction SE38. This report is
outlined in the SAP ERP Central Component 6.0 SR3 ABAP Upgrade Guide
section for Follow-up Activities, 6.22 Executing Conversion Programs for the
Product Master, p. 154.
If you have errors running this program, refer to SAP notes 970046 and 1055794.
To finish the SAP upgrade:
1.
2.
Test the entire VIM process like for a new VIM installation.
3.
When you have successfully completed all tests, inform the OpenText Project
Manager.
With this information, we can keep our customer installation database up-todate, which helps us providing faster technical support for you.
VIM060000-IGD-EN-3
Apply OSS note 1082597: Not enough business functions activated in SFW5;
this is used for Switch Frame Work for activating the PO based invoice
parking infrastructure.
Installation Guide
55
Chapter 5 Upgrading
Apply OSS note 938147: OAWD: Object does not exist (OA 233)
Apply OSS note 636217: DDIC activation error as table width greater than
1962 bytes. This is specific to SAP 4.6 C system.
ECC 6.0
Component SAP_BASIS
Level: 700
ECC 5.0
Component SAP_BASIS
Level: 640
R/3 4.7
Component SAP_BASIS
Level: 620
56
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5.2
Upgrading VIM
R/3 4.6C
Component SAP_BASIS
Level: 46C
VIM060000-IGD-EN-3
Installation Guide
57
Chapter 5 Upgrading
Inform all users about the scheduled VIM downtime as early as possible.
Users must not perform any actions on the Accounts Payable module; that
means, the entire VIM processes must not be performed.
58
2.
Before you begin the update, perform a complete backup or take a snapshot of
the SAP system.
3.
Make sure the namespaces /OPT/, /ORS/, and /PTGWFI/ are modifiable:
a.
b.
VIM060000-IGD-EN-3
5.2
c.
Upgrading VIM
2.
Copy the respective SAPCAR file (*.SAR) from the product CD to the target SAP
application server in the /usr/sap/trans folder. This is the parent folder of the
DIR_EPS_ROOT folder.
SAP system
File
Source path
Target path
OTEXVIM_UPGR
_604_700.SAR
UPGR_VIM/DATA/
/usr/sap/trans/EPS
OTEXVIM_UPGR
_603_640.SAR
UPGR_VIM/DATA/
/usr/sap/trans/EPS
OTEXVIM_UPGR
_602_620.SAR
UPGR_VIM/DATA/
/usr/sap/trans/EPS
OTEXVIM_UPGR
_601_46C.SAR
UPGR_VIM/DATA/
/usr/sap/trans/EPS
3.
Carry out the import of the package as described in the respective SAP
documentation.
4.
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Installation Guide
59
Chapter 5 Upgrading
5.
6.
When you are prompted for the password, enter the password as provided in
Password Control on page 14.
Click the Continue button.
60
VIM060000-IGD-EN-3
5.2
7.
Upgrading VIM
Make sure that Start options is set to Start in dialog immediately for
Preparation and Continue in Dialog immediately for Import 1, Import 2,
and Clean Up.
Click the Continue button.
A message is displayed, confirming the successful import.
8.
Check in the SAINT tool if the package has been imported successfully with the
new release number. See Verifying Installation on page 49 for specific release
number.
2.
After the upgrade, perform/verify all the post installation activities as described
in Post Installation Activities on page 19, except activating BC set.
Important
Do not activate BC Sets, as described in Activating Business
Configuration Sets on page 20. If you activate BC Sets, all the
configuration data is overwritten with OpenText baseline configuration
data and all custom configuration changes are lost.
3.
Test the entire VIM process like for a new VIM installation.
4.
When you have successfully completed all tests, inform the OpenText Project
Manager.
With this information, we can keep our customer installation database up-todate, which helps us providing faster technical support for you.
VIM060000-IGD-EN-3
Installation Guide
61
Chapter 6
Troubleshooting
6.1 FAQs
The following FAQs cover basic troubleshooting information.
Does VIM consist of any standard SAP objects/repairs?
No
Does VIM consist of any Z objects?
No
How do I check whether installation is successful?
Refer to Verifying Installation on page 49.
What is the namespace?
SAP assigns name spaces for its partners; by doing so the changes to these objects
are protected.
Can I repair the OpenText objects?
It is not recommended to repair OpenText objects. Contact
support@opentext.com before making any repairs; OpenText might have already
issued a patch for the intended repair and the same functionality can be achieved
by using appropriate user exits.
There is an error when starting the workflow.
Make sure the standard task is defined as a general task.
VIM060000-IGD-EN-3
63
Part 2
OpenText Approval Portal Installation
This part describes the installation of the OpenText Approval Portal component. The
Approval Portal is designed to work within SAP Web Application Server (WAS) 7.0
or SAP NetWeaver Portal (NWP) 7.0. The Approval Portal can be deployed as a
standalone application residing on WAS only or as an application inside NWP using
AppIntegrator iView. Install all the components in a coordinated manner.
Notes:
66
If you are not using the Approval Portal, you can skip this part.
VIM060000-IGD-EN-3
Chapter 7
Preparing Installation
7.1 Installation Prerequisites
A complete installation and configuration of the Invoice Approval SAP component
is needed for installing and testing the Approval Portal. Although it is possible to
install the Approval Portal before the installation and configuration of the SAP
component, you will not be able to verify if the installation of the Approval Portal is
completed and correct.
Web browser
Server
The following web browsers are supported: Internet Explorer 6.0, 7.0, and 8.0.
SAP Web Application Server (WAS) 7.0 SP9 or above with SPNegoLoginModule or
SAP NetWeaver Portal (NWP) 7.0 SP9 or above. The requirement SP9 or above
does also refer to the EhP level.
Note: For further information, see the SAP Note: 994791-SPNego Wizard.
Operating
systems
The following table shows the supported combinations of operating systems and
SAP NetWeaver versions:
Approval Portal 6.0 (Windows)
SAP NetWeaver 7.0
WAS 7.0
Portal 7.0
WAS CE 7.1
Portal CE 7.1
WAS CE 7.2
Portal CE 7.2
WAS 7.3
Portal 7.3
The following table shows the supported combinations of operating systems and
SAP NetWeaver 7.0 higher versions.
Notes:
VIM060000-IGD-EN-3
You can achieve support of the Approval Portal for SAP NetWeaver higher
versions with two landscapes: SAP NetWeaver 7.0 and SAP NetWeaver 7.0
higher version.
67
Portal
7.0 (Windows)
WAS 7.0
(UNIX)
Portal
7.0
(UNIX)
WAS CE 7.1
Portal CE 7.1
WAS CE 7.2
Portal CE 7.2
WAS 7.3
Portal 7.3
SSL
Sizing
requirements
SAP user
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7.2
Installation Components
Object: S_CPIC
Activity
Accept, Initialize (37 and 51)
Name of an ABAP/4 FORM routine
CPIC
Symbolic destination
*
If you wish to narrow this down, examine table TXCOM and choose entry
under the SDEST field that represents the destination of the system you are
communicating with.
Program Names with Search Help
/ORS/*, /OPT/*, /PTGWFI/*
Object: S_DATASET (Authorization for file access)
Activity
Read, Write (33 and 34)
Filename
* (physical file name)
Program Names with Search Help
/ORS/*, /OPT/*, /PTGWFI/*
Additional SAP Standard Profile needed: S_A.CPIC and S_A.USER
Note: If you are using an Archive Server to pull in images, you may need to
assign additional roles. See the Archive Server Installation manual.
Example:
OpenText Archive Server provides the following profiles that need to be
assigned to the CPIC user to access images:
Defaults
Decimal notation should be 1,234,567.89.
Java Enterprise archive (.ear file) - for the actual J2EE application
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System Architecture
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7.3
System Architecture
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Chapter 8
mobileconfiguration.xml
Lang_Support.properties
Lang_DE.properties
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Lang_EN.properties
Lang_ES.properties
Lang_FR.properties
Lang_IT.properties
Lang_JA.properties
Lang_NL.properties
Lang_PT.properties
Lang_RU.properties
Lang_ZH.properties
There might be more .properties files, depending on the package and the
release for additional languages. The language resource files can be changed.
See section 23.3.1 "Changing Language Resources" in OpenText Vendor Invoice
Management - Administration Guide (VIM-AGD) for details.
Important
Make sure the <InstallDir> folder has:
2.
Full Control permission to the J2EE Engine service user (or to Everyone)
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8.2
parameter in the Config Tool, manually, to tell the application where to look for
the configuration files.
You find the Config Tool in the following directory:
usr/sap/<SID>/<INSTANCE_NAME>/j2ee/configtool.
Notes:
a.
Add the startup parameter to the Java parameters on the server: Dcom.opentext.vim.portal.invoiceCfg=<InstallDir>.
Example: -
Dcom.opentext.vim.portal.invoiceCfg=c:/opentext/invoiceCfg
b.
3.
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This section describes the installation activities to assign the administrator role to
the user for the Approval Portal application. As the Administrator, you must login
to the Administrator page to perform some application configuration and to
perform other administration tasks. See section 23 "Administering and
Troubleshooting the Approval Portal" in OpenText Vendor Invoice Management Administration Guide (VIM-AGD) for additional information.
78
1.
Log in to J2EE Visual Administrator and navigate to Instance > Server >
Services > Security Provider.
2.
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3.
Click the Runtime tab > Policy Configurations tab > Security Roles tab.
4.
5.
6.
In the Add Security Role dialog box, enter the role name:
com.opentext.vim.portal.administrator.
Note: The role name is case-sensitive.
Click OK.
2.
Click the Add button which is on the right hand side next to Users.
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3.
In the Choose Users or Groups dialog box, type the domain user to whom you
want to assign the administrator role.
4.
Click on Search.
5.
6.
Click OK.
7.
80
Navigate to http://<WAS>:<WASPORT>/vimportal/admin.
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If you see a screen similar to the one above, you have configured the
administrator role successfully.
To gain access to the file system, sign on to the host server as a user with
administrator rights.
2.
3.
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2.
Which one to use depends on your requirements. Both of them will work.
3.
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8.3
4.
Click Choose.
5.
6.
7.
8.
9.
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In the SDM, click the SDM Repository tab and expand SAPJ2EEEngine.
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3.
Click on a server.
b.
Expand Services.
c.
Expand Deploy.
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8.3
Click on a server.
2.
Expand Services.
3.
Expand Deploy.
See screenshot in step 3 on page 84.
4.
5.
Click on opentext.com/IM_APPROVAL_PORTAL.
6.
7.
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Chapter 9
Login to SAP NetWeaver Portal as Administrator and expand Portal Content >
Content Provided by Other Vendor.
2.
Create a folder under End User Content or under another location, if wanted.
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3.
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9.1
4.
In the iView wizard, click Portal Component create an iView from a portal
component ... and click Next.
5.
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6.
7.
iView ID (mandatory)
iView ID Prefix
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Description
8.
9.
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10. In Property Editor, scroll to the Entry Point line and click Yes.
Scroll to the HTTP Request Method line and select HTTP:GET.
Click Save.
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9.2
WAS server name where the Approval Portal J2EE application was deployed
$port$
In the SAP NetWeaver Portal, navigate to the folder you created in Creating
AppIntegrator IViews for Users on page 87.
2.
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3.
In Step 1, enter Role Name, Role ID, Role ID Prefix and Description.
Select the Master Language.
Notes:
4.
94
Role ID Prefix is not mandatory. If you enter this parameter, you must
search by giving Role ID Prefix and Role Name when assigning the role
to the user.
Click Next.
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5.
Click Finish.
6.
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7.
In Property Editor, scroll to the Entry Point line and click Yes.
Click Save.
8.
9.
Click Close.
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9.4
2.
In the Search Criteria, enter the users or groups you want to assign to the new
role (created in Creating Roles for Users on page 93).
Click Go.
3.
4.
Click Modify.
5.
In the Search Criteria field, search for the new role you created and click Go.
6.
7.
Click Save.
The following screenshot shows a role being assigned to a demo coder.
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See step 11 on page 92 for details on the URL template for users.
Once you have finished the creation of the Administrator iView and the role, assign
it to the appropriate administrators, as described in Assigning Roles to SAP
NetWeaver Portal Users on page 96.
When you, as the administrator, navigate to the Approval Admin iView, it will look
like the following screenshot:
You have now finished the installation and configuration of the OpenText Approval
Portal.
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Chapter 11
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Chapter 12
Troubleshooting
For information on troubleshooting the Approval Portal, see section 23.14
"Troubleshooting" in OpenText Vendor Invoice Management - Administration Guide
(VIM-AGD).
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Chapter 13
Optional: Removing the Startup Parameter in the Config Tool on page 107
Connect to the SAP Software Deployment Manager (SDM) in the host server:
You find SDM in the following directory:
usr/sap/<SID>/<INSTANCE_NAME>/SDM/program.
Notes:
Refer to the Software Deployment Manager Guide for more details on how to
use SDM.
2.
3.
4.
Click Select.
5.
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6.
Administrator.
2.
3.
4.
Navigate to the folder that was created in Creating AppIntegrator IViews for
Users on page 87.
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usr/sap/<SID>/<INSTANCE_NAME>/j2ee/configtool.
Notes:
2.
Example: Dcom.opentext.vim.portal.invoiceCfg=c:/opentext/invoiceCfg
3.
4.
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Part 3
This part describes the installation of the Vendor Invoice Management CRM Shared
Service Framework (SSF) component:.
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Chapter 14
Preparing Installation
14.1 Password Control
The OpenText Vendor Invoice Management package is protected with a specific
password. During installation, this password is requested by the SAP Add-On
Installation Tool (SAINT). For the VIM CRM SSF installation package, the password
is 316C596F6A.
The following components must be installed for SAP CRM 7.0 EHP1:
Component SAP_ABA
Level: 702
Component BBPCRM
Level: 701
Component SAP_BASIS
Level: 702
The following support packages must be installed:
SAPKA70203, SAPKB70203
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2.
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Chapter 15
Copy the respective SAPCAR file (*.SAR) from the product CD to the target SAP
application server in the /usr/sap/trans folder (this is the parent folder of the
DIR_EPS_ROOT folder).
SAP CRM version
SAP CRM 7.0 EHP1
File
OTVIMSSF_INST_VIM701_702.SAR
Source path
INST_CRM_700/DATA/
Target path
/usr/sap/trans/EPS
2.
The resulting PAT file will be extracted to the EPS/in folder relative to the path
of the SAPCAR file.
3.
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Carry out the import of the package as described in the respective SAP
documentation.
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Maintaining a Logical System for the CRM System in VIM on page 120
For every client, you must activate new BC Sets after installing VIM 6.0
CRM.
2.
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Dutch
English
French
German
Italian
Japanese
Portuguese
Spanish
Russian
Chinese
To select your applicable languages, select the respective check box in the
Manual Selection column.
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2.
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2.
3.
4.
120
In VIM, execute the /N/OPT/SPRO transaction and follow the menu path
LiveLink VIM - Configuration > CRM Integration > Maintain CRM Logical
System.
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Enter the logical system for the CRM system in the Constant Value field.
3.
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Chapter 17
Verifying Installation
Make sure that the OpenText Vendor Invoice Management CRM add-on is reflected
in the installed components.
To verify the installation:
1.
2.
Click
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In the System: Component information dialog box, you should see the
OTVIMSSF add-on component installed, with Release number 701_702.
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Part 4
Mobile App Installation
This part describes the installation of the mobile App, which is introduced with VIM
6.0 as an enhancement to the Invoice Approval. Users can approve their invoices,
using a mobile device, for example a Blackberry. Mobile support bases on the
OpenText Everywhere (OTE) infrastructure. For further information on OTE, see
OpenText Everywhere - Installation and Administration Guide (MOD-IGD).
A mobile application (mobile App) is available as a new SAP mobile solution for
VIM. Using the mobile App, users can perform their approval tasks in a simple GUI,
directly on their mobile device.
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The mobile App requires SAP version R/3 4.7 or higher. The prerequisites described
in SAP Prerequisites on page 14 apply for the mobile App.
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The communication of the mobile App with the SAP system is accomplished by
using a CPIC user ID. The OpenText Everywhere (OTE) middleware server is
connected to one SAP backend system.
The CPIC user logon parameters, with which the server will connect to the SAP
system during the web service calls, must be maintained during installation of the
OTE middleware server components.
Therefore the CPIC user must be created in the SAP system with the corresponding
authorities:
User type
Communication Data (CPIC)
Profile
Create a profile with the following authorization objects and add it to the CPIC
user:
Object: S_ICF
ICF_FIELD
SERVICE - Internet Communication Framework Service
ICF_VALUE
/ORS/OTE
Object: S_WFAR_OBJ
Activity
Display (03)
Content repository identification
Enter corresponding repositories.
Document type
Enter corresponding document types.
Object type
Enter corresponding object types.
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Defaults
Decimal notation should be 1,234,567.89.
However, the web service user is recorded as the agent who approved an invoice,
not the CPIC user. The web service user authenticates against the active directory or
the content server when he logs on to the App on his mobile device.
OpenText recommends using the https protocol for communication between OTE
environment (middleware server) and SAP system. See Optional: Setting Up SSL
Communication for the Web Application Server on page 136.
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Chapter 19
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Chapter 20
2.
3.
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4.
login/create_sso2_ticket
login/accept_sso2_ticket
134
If the mentioned profile parameters do not exist, use the RZ10 transaction to
create them.
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2.
In the Edit Profiles screen, select the correct instance profile, click Extended
maintenance and change the data of the existing profile.
3.
Maintain these profile parameters on the SAP backend. Set the following values:
4.
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5.
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Glossary
AAK
See: SAP Add-On Assembly Kit (AAK)
AP processor
Accounts Payable personnel
Approval chart of authority (COA)
The Approval chart of authority (COA) determines first approver and next
approver for an invoice by combinations of Company Code (specific or range),
Expense Type (marketing expense, utility), Cost Objects (G/L account, Cost
Center), and HR objects (Position, Job code).
Archive system
Computer system that enables storage, management and retrieval of archived
data and documents
ArchiveLink
Service integrated in the SAP Web Application Server for linking archived
documents and the application documents entered in the SAP system
ArchiveLink document types
Document types that need to be customized for ArchiveLink
Authorization profiles
The SAP administrator assigns authorizations to the users that determine which
actions a user can execute in the SAP system. These authorizations are stored in
Authorization profiles.
BAdI
See: Business Add-Ins (BAdI)
Baseline
Set of functionality with pre-defined configuration and the starting point to
implement VIM
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Glossary
BDC ID
Business Data Communication ID. The BDC ID is used by the system to process
an SAP transaction to create an SAP Document in user context.
Block
Situation where an invoice has a price or quantity variance that prevents invoice
from posting
BTE
See: Business Transaction Event (BTE)
Business Add-Ins (BAdI)
Business Add-Ins (BAdI) is a new SAP enhancement technique based on ABAP
objects. BAdI can be inserted into the SAP System to accommodate user
requirements too specific to be included in the standard delivery.
Business rules
Rules that describe the operations, definitions and constraints that apply to an
organization
Business Transaction Event (BTE)
Event used for extending a Non PO invoice functionality to call a custom program
Buyer
Person who is in charge of the PO. This role should have authorization to create
and change the purchase order. This role is also responsible for negotiating and
communicating with vendors.
COA
See: Approval chart of authority (COA)
Coding
Coding allocates an invoice to G/L account and cost object if required.
Contract agent
Person who can create and modify SAP contracts.
Dashboard
User interface that organizes and presents information in a way that is easy to
read. Users can also perform actions from the dashboard.
DocuLink
OpenText DocuLink enables the archiving, management and retrieval of CRM or
ERP documents from within the SAP infrastructure.
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Glossary
140
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Glossary
142
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Index
.ear file
OpenText Approval Portal 69
.sca file
OpenText Approval Portal 69
.sda file
OpenText Approval Portal 69
A
Activate business configuration sets
SSF integration 117
Activating
SAP parking APIs 33
AppIntegrator iViews creation for users
SAP NetWeaver Portal components
configuration 87
Apply new patch
OpenText Approval Portal 99
Approval Portal J2EE application
start manually 85
Architecture
OpenText Approval Portal 70
Authentication
mobile App 127
B
BTE maintenance 43
Business Configuration Sets
activate 20
Business object /OPT/B2081
generate 38
C
Check correct deployment
OpenText Approval Portal 83
Configure administrator role
OpenText Approval Portal 77
Configure administrator role for access
through WAS
OpenText Approval Portal 78
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Configuring
workflow dialog tasks 24
Connect to SDM
OpenText Approval Portal 81
conventions 8
CP Document number range 30
D
Deploy .sca file
OpenText Approval Portal 82
Deploy .sda file
OpenText Approval Portal 82
Deploy Software Component Archive
OpenText Approval Portal 81
E
Event linkage for VIM workflows 38
Extraction and validation retry count 41
F
FAQs
basic installation 63
G
Generating
business object /OPT/B2081 38
I
Installation
installation tool 18
mobile App 131
OpenText Approval Portal 75
package 19
password control 14
prerequisites 14
required knowledge 14
SAP prerequisites 14
verification 49
workflow customizing 16
Installation components
OpenText Approval Portal 69
145
Index
Installation prerequisites
OpenText Approval Portal 67
Installation tool
SSF integration 114
Installing package 19
iViews and roles for administrator
SAP NetWeaver Portal components
configuration 97
L
Logical system
SSF integration 120
M
Maintain
number ranges 30
Mobile App
authentication 127
installation 131
post installation activities 133
profile parameters 134
SAP systems activation 136
SSL communication for Web Application
Server 136
web service activation 133
N
Number range
CP Document 30
O
Object services 27
OpenText Approval Portal
.ear file 69
.sca file 69
.sda file 69
apply new patch 99
architecture 70
check correct deployment 83
configure administrator role 77
configure administrator role for access
through WAS 78
configure SAP NetWeaver Portal
components 87
connect to SDM 81
deploy .sca file 82
deploy .sda file 82
deploy Software Component Archive 81
146
installation 75
installation components 69
installation prerequisites 67
prepare installation 67, 75
SAP user requirements 72
troubleshoot 103
uninstall 105
upgrade 101
OpenText Online 9
OpenText package installation
SSF integration 115
P
Password
SSF integration 113
Post installation activities 19
mobile App 133
SSF integration 117
Prepare installation
OpenText Approval Portal 75
SSF integration 113
Prerequisites
SSF integration 113
Profile parameters
mobile App 134
R
Refreshing runtime buffer 26
Required knowledge
SSF integration 113
Roles assignment to SAP NetWeaver
Portal users
SAP NetWeaver Portal components
configuration 96
Roles creation for users
SAP NetWeaver Portal components
configuration 93
Runtime buffer 26
S
SAP CRM EHP1 prerequisites
SSF integration 113
SAP NetWeaver Portal components
configuration
assigning roles to SAP NetWeaver Portal
users 96
create AppIntegrator iViews for users 87
create roles for users 93
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Index
VIM upgrade
password control 55
VIM workflows
event linkage 38
W
Web service activation
mobile App 133
Workflow customizing 16
Workflow dialog tasks
configure 24
T
Troubleshoot
OpenText Approval Portal 103
Troubleshooting
basic installation 63
typography 8
U
Uninstall
OpenText Approval Portal 105
Upgrade
OpenText Approval Portal 101
SAP 51
VIM 55
V
Verify installation
SSF integration 123
Verifying installation 49
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