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Restricting access to IBD documents in DMS for reports loaded through EHS (CG36VEN)


My client wants to load documents in EHS report management (and hence document management).

Not all reports will have the same access restrictions:

* inbound SDS is accessible throughout the company

* dedicated report categories are accessible for specific departments.

On DMS side however, authorization groups are not set automatically and access can only be restricted on document type.

Once you have access to DMS transactions CV0xN, you can find/open the inbound documents.

Business users consider the generic document name (WWI-number) not "secure" enough.

Have you seen similar requirements?

Do you have any suggestions on how to meet this requirement?

Current consideration is to use a custom load tool which updates the authorization group on Document Info Record, but this prevents us from using the standard tools (CG36/CG36VEN), which I would prefer...

All input is most welcome.

Kind regards,


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1 Answer

  • Feb 23, 2015 at 07:03 PM


    On DMS authorization groups (BERGU field) need to maintained for restrictions. If you are planning for the custom coding, here is my suggestion:

    1. You custom program need to have the Authorization field entry (this should be the authorization groups that you have created for the XYZ doc type).

    2. While loading the document (in DMS under the filed selection, make the Authorization group as "." optional entry).

    3. After successful load, go to the document type and select the Authorization Group under field selection and select "+: as Required entry.

    This will solve your query.



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