Problem with CRM Content Management

[Former Member]

Hi all,

I'm trying to specify a default folder template to use in business transactions, in order to show a default path in "Attachments" tab.

I have configurated my template folder using the following IMG path:

CRM-Basic Functions-Content Management-Define Templates for Folders.

Now I suppose that I have to assign this template to a business object (for example, BUS2000111) in similar way as when I assign a folder path to a business partner role (CRM-Master Data-Business Partner-Basic Settings-Assign Templates for Content Management Folder to BP Roles).

The problem is that I can't find the exact customizing point to do this.

It's neccesary for the described configuration use the Document Modeler Workbench (DMWB)?

It's possible to configure a default folder for business transactions or it's only a business partners or products feature?

Could anybody help me please?

Regards

[Former Member]

Hello Javier,

Have a look to oss note 872869.

Regards,

Frédéric

[gregorw]

Hello Frédéric,

can you explain me the connection of the Note to Javier's question? I don't get the point.

Regards

Gregor

[Former Member]

Hello Gregor,

For a customer, to avoid double documents (one on file server and 1 in CRM), we were using URL links. With this note, you can create some kind of default source folder for the CRM users (for ex. Personal folders of users).

It is maybe not be useful for Javier Merino Vivar. Sorry than.

Regards,

Frédéric

[gregorw]

Hello Frederic,

have you tested if this setting have also a effect in the PC-UI? I think it will only work in SAP GUI.

Regards

Gregor

[Former Member]

Hello Gregor,

No test made in PC-UI but I also think this is only working in SAP GUI.

Regards,

Frédéric

[Former Member]

Hi All

Content management fucntions are also available in PCUI on the attachmenst tab page.Integration with the archive link functionality.In customizing,you can define which documentation for the approriate business object is linked to the archive link fucntion.In Customizing select web application server >basis services >arachive link additionaly also you can create archive links documents from contentv management.Usage of filter profiles allows you to specify which documents are to be transferred.

For technical information on content management go to help.sap.com>sap netweaver>web appl.server>basis services/communication interfaces(BC-SRV)>Knowledge provider(BC-SRV-KPR)>Content Management service(BC-SRV-KPR)

IN GUI

Creation of personal and general visible notes at document level. IMG>CRM>Basic functions>ContentManagement>Define document templates

I hope this helps

[Former Member]

Hi, it seems you have quite a bit of experience with CRM content management, do you know what must be done so documents linked in CRM content management(under attachment tab) will be stored on an external content server? I already setup a content server for archivelink in CRM?

Thanx

[gregorw]

Hello Javier,

it seems that it is not possible to define a template for folders for Opportunities or other CRM Transactions. I found it only for Case Management, Acconts and Products. Perhaps it will change in CRM 5.0.

Regards

Gregor