Professional Documents
Culture Documents
SAP Solutions
Installation Guide
This guide describes the installation of all Vendor Invoice
Management (VIM) 7.0 components: Vendor Invoice
Management SAP ERP component, optional OpenText
Approval Portal, optional Mobile Approval Portal, optional KPI
Dashboard, optional Vendor Invoice Management SAP CRM
SAP Shared Service Framework component, optional Vendor
Invoice Management SAP NetWeaver Business Warehouse
(VIM BW) component, optional Vendor Invoice Management
SAP NetWeaver Gateway component, optional Vendor Invoice
Management Supplier Self Service component, and optional
Vendor Invoice Management input channel for Ariba Network
Integration for SAP Business Suite.
VIM070000-IGD-EN-6
Copyright 2014 Open Text SA and/or Open Text ULC. All Rights Reserved.
Open Text is a trademark or registered trademark of Open Text SA and/or Open Text ULC. The list of trademarks is not
exhaustive of other trademarks, registered trademarks, product names, company names, brands and service names
mentioned herein are property of Open Text SA or other respective owners.
Disclaimer
No Warranties and Limitation of Liability
Every effort has been made to ensure the accuracy of the features and techniques presented in this publication. However,
Open Text Corporation and its affiliates accept no responsibility and offer no warranty whether expressed or implied, for the
accuracy of this publication.
Table of Contents
Part 1
1.1
1.2
Part 2
2.1
2.2
2.3
2.4
General ..........................................................................................
Password Control ............................................................................
Checking Prerequisites ....................................................................
Notes on Transports ........................................................................
3.1
3.2
3.3
5.1
5.2
5.3
11
13
14
14
16
Upgrading ................................................................................. 49
6.1
6.2
6.3
6.4
6.5
49
51
52
56
62
Troubleshooting ...................................................................... 67
7.1
FAQs ............................................................................................. 67
Part 3
9.1
9.2
69
iii
Table of Contents
iv
9.3
Part 4
83
10
10.1
10.2
10.3
11
11.1
11.2
11.3
11.4
12
12.1
12.2
12.3
12.4
12.5
12.6
12.7
13
14
15
16
17
17.1
17.2
17.3
17.4
17.5
143
144
145
146
146
Part 5
149
18
19
109
115
125
129
132
133
134
Table of Contents
20
Installing Web Viewer for the Mobile Approval Portal ....... 157
21
21.1
21.2
Part 6
161
22
22.1
22.2
23
24
24.1
24.2
24.3
25
Part 7
177
26
26.1
26.2
27
28
29
Part 8
189
30
30.1
30.2
31
32
Table of Contents
vi
Part 9
33
33.1
33.2
33.3
34
34.1
34.2
34.3
Part 10
197
205
35
35.1
35.2
36
37
37.1
38
GLS
Glossary
215
Part 1
About Vendor Invoice Management
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.
Important note for SAP Reseller Customers
For information about all OpenText products resold by SAP (including VIM
and ICC), check SAP Marketplace Note 1791874: SAP Products by OpenText
- Software and Support Lifecycle. This note provides detailed information
about software life cycle, access to Support Packages, access to latest
documentation, language packages, and other patches, as well as Support
ticket handling.
Chapter 1
VIM features the optional component Web Invoice Approval. The target audience for
this component includes:
Site administrators
Database administrators
Network administrators
Vendor Invoice Management Input Channel for Ariba Network Integration for
SAP Business Suite Installation on page 205
Part 2
Vendor Invoice Management SAP ERP
Component Installation
This part describes the installation of the SAP ERP component of Vendor Invoice
Management (VIM).
12
Chapter 2
Preparing Installation
2.1 General
Caution
The following information is very important. Read the table carefully
before the installation.
Disclaimer
Supported versions
Only the products and versions specified in the Release Notes are
supported. Other versions have not been tested and are therefore
not officially supported for this version. The Release Notes
contain the definitive list of supported versions. Any other
versions mentioned in this guide are superseded by the versions
specified in the Release Notes.
OpenText Support
Center
Important
Make sure the SAP workflow system is configured to run workflows. To
check this, run the SWU3 transaction. Make sure most of the relevant items are
icon. It is very important that, in the
configured correctly, indicated by 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.
13
VIM installation
E067B86AE9
E067B86CFE
VIM upgrade
E067B86AEE
Required Knowledge
The following knowledge is required for the person dealing with the installation as
described in this document:
2.3.2
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 1462364: Dependent structure has inconsistent runtime object
after mass activation. This is specific to SAP ECC 6.0 system, up to EHP5.
For a list of available software components, check OSS note 1791715: SAP Invoice
Management by OpenText 7.0
The following components must be installed for SAP ECC 6.0 up to EHP7:
14
Option
2.3.3
Component: SAP_BASIS
Release
Level
Support package
700
0013
SAPKB70013
701
0003
SAPKB70103
702
0003
SAPKB70203
higher
Workflow Customizing
Make sure the SAP workflow system is configured to run workflows.
To check for correct workflow configuration:
2.3.4
Installation Tool
OpenText Vendor Invoice Management uses the SAP Add-On Installation Tool
(SAINT) for installation. SAINT uses single PAT files (extension *.PAT) which
integrate several transport files; these collections are also called packages.
On the product CD, the single PAT files are archived in SAPCAR files (extension
*.SAR) that can be extracted using the SAPCAR command line tool. The different
SAPCAR files are located in a DATA folder below the respective package folder named
as the package and SAP release.
15
16
Chapter 3
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 version
File
Source path
Target path
OTEXVIM_INST_700_70
0.SAR
INST_ERP\DATA\
\usr\sap\trans
\EPS
3.
Carry out the import of the package as described in the respective SAP
documentation.
4.
To finish installation, install the most recent VIM 7.0 Support Package (SP). You
find the SPs in the Knowledge Center: https://knowledge.opentext.com/
knowledge/cs.dll/Open/10151605. For further information, see the Release Notes
of the respective SP.
17
3.2.1
Installing Transports with Layout Variants for Integrated Invoice Cockpit and
IDH Admin Tool on page 38
For every client, you must activate new BC Sets after installing VIM 7.0.
Depending on the SAP version, the following screens might look different on
your system.
To access the Business Configuration Sets: Activation screen, run the SCPR20
transaction.
From the Utilities menu, click User Settings.
18
Chinese
Dutch
English
French
German
Hungarian
Italian
Japanese
Portuguese
Romanian
Russian
Spanish
19
Czech
Polish
Turkish
To select your applicable languages, select the respective check box in the
Manual Selection column.
2.
20
To access the Business Configuration Sets: Activation screen, run the SCPR20
transaction.
2.
3.
4.
5.
21
3.2.2
Dialog Task ID
DP WF
00275278
PO Parked
00275262
00275265
PO Blocked Header
00275267
NPO parked
00275260
IAP
00275253
Referee workitem
00275283
22
1.
2.
In the Task type field, select Standard task, enter the task ID and click the
button.
3.
In the Standard Task: Display screen, select Additional data > Agent
assignment > Maintain.
4.
In the Standard task: Maintain Agent Assignment screen, select the name of
the assignment and then click the Attributes button.
23
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.
If you are asked if you want to Transfer missing elements from the object
method?, click No.
3.2.3
6.
7.
Repeat the procedure for all the tasks mentioned in Table 3-1 on page 22.
24
2.
3.2.4
2.
Enter SGOSATTR in the Table/View field and click the Maintain button.
25
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.
26
5.
6.
3.2.5
Description
/PTGWFI/RI
CP Document
/OPT/DOCID
Document Processing
/ORS/STACK
Invoice Approval
/ORS/USRMP
/OPT/REGID
Important
All the number ranges intervals must be 01.
To maintain the number range:
1.
27
28
2.
Enter the object name from the table above, for example /OPT/DOCID and click
the Number ranges button.
3.
Click the
button.
4.
Click the
5.
29
3.2.6
2.
To schedule the Event Queue Job, run 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
30
Event
Receiver type
DELETED
SWW_WI_CREATE_VIA_EVENT
TS00275270
POSTED
SWW_WI_CREATE_VIA_EVENT
TS00275270
DELETED
SWW_WI_CREATE_VIA_EVENT
TS00275270
Usage
comments
Invoice
Approval (IAP)
IAP
IAP
Object type
BUS2081
BUS2081
BUS2081
/OPT/FIPP
Event
Receiver type
POSTED
SWW_WI_CREATE_VIA_EVENT
TS00275270
POSTED
/OPT/BL_PO_BLK_RECEIVER
WS00275264
/OPT/BL_PO_CHECK_ROLL_OUT
POSTED
/OPT/BL_PO_BLK_RECEIVER
TS00275264
/OPT/BL_PO_CHECK_ROLL_OUT
ZWFI_CREATE
D
/OPT/BL_NPO_PRK_RECEIVER
WS00275254
/OPT/B2081 ZWFI_PARKED
FIPP
FIPP
BUS2081
BUS2081
BUS2081
BUS2081
Usage
comments
IAP
Invoice
Exception (IE)
IE
IE
/PTGWFI/PIR_F_CHECKFM
/OPT/BL_PO_PRK_RECEIVER
IE
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
VAN
May be used in
special
situation.
Should be
inactive in
standard
configuration.
RELEASED
/OPT/VIM_RPT_PO_INV_RECEIVER
VAN
CANCELLED
/OPT/VIM_RPT_PO_INV_RECEIVER
/ORS/INVAP POSTED
/OPT/AAFS_POST_RECEIVER
VIM Analytics
(VAN)
VAN
VAN
VAN
Posted
Approval
31
Note: There is a dependency between two entries for Object Type BUS2081 and
Event POSTED, the one with Receiver Type WS00275264, and the one with an
empty Receiver Type.
In transaction SWETYPV, make sure that only one of these event linkages is
activated.
If you use your own blocking workflow, activate only the event linkage with
empty Receiver Type. This event linkage ensures that VAN will be correctly
updated.
If you use the standard blocking workflow template, activate only the event
linkage with Receiver Type WS00275264. This event linkage updates VAN
with the same function module as the other event linkage but it also starts
the blocking workflow.
To open the Event Type Linkages screen, run the SWE2 transaction.
2.
Create the event linkage entries shown in Event linkages for VIM workflows
on page 30 (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.
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 Event
linkages for VIM workflows on page 30.
32
3.2.7
2.
3.
33
4.
Enter values in the required fields. In Form Name, enter SYSTEM, and in Target
Form, enter /ORS/SAPSCRIPT.
5.
To submit, click
3.2.8
/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
34
2.
Note: To copy the text in all languages at once, you can use an asterisk in
the Language field.
3.
Enter values in the required fields. Text Name and Target Name must be the
same.
35
Click
3.2.9
4.
5.
6.
Repeat the steps for all standard text shown in the list above.
Run the SU01 transaction and open the user WF-BATCH in edit mode.
2.
Parameter value
FO3
Note: Use O like Oscar in FO3. Note that there is a blank in front of the
parameter value 2. The 2 is the second character.
36
3.2.10
Regarding online posting using the MIRO transaction and Enhancement Points
(for ECC 6.0 version), see section 9.9.4 Enhancing MIRO for Pre-population of
Data During Online Invoice Creation in OpenText Vendor Invoice Management for
SAP Solutions - Configuration Guide (VIM-CGD).
Regarding the configuration of BAdIs for invoice processing, see section 9.5.1
Activating BAdI for Invoice Processing in OpenText Vendor Invoice Management
for SAP Solutions - Configuration Guide (VIM-CGD).
Use transaction SE19 to check the runtime behavior of the BAdIs. The following
are the standard values:
BAdI
Implementation
Runtime behavior
/OPT/VIM_MIGO_ENH
/OPT/VIM_CHECK_MIGO
Implementation is called
/OPT/VIM_MIRO_ENH
/OPT/VIM_CHECK_MIRO
Implementation is called
/OPT/
VIM_ENH_SPOT_MIRO
/OPT/
CL_IM_VIM_BADI_MIRO
Implementation is not
called
37
3.2.11
Beginning with VIM 7.0 SP2, VIM provides a cumulative language pack with every
SP. You need this language pack, if you did not install the initial language pack of
the VIM version along with the installation package. You can obtain the cumulative
language pack in the Knowledge Center in the folder of the respective SP.
You can import the cumulative language pack after the respective SP is installed.
The initial language pack of the VIM version is not required. To import the language
pack, use the SMLT transaction. You can import the language pack multiple times for
several languages.
Translation
Guide
38
VIM provides a translation guide that describes the various aspects of translating
VIM into new languages. In addition, the translation guide contains a section
explaining what to do if you want to use the available SAP tools Secondary
Language and Language Supplementation instead of translating into a new
language. The translation guide is available in the Knowledge Center: https://
knowledge.opentext.com/knowledge/llisapi.dll/Properties/46423475
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
39
In the System: Component information dialog, you should see the OTEXVIM
add-on component installed, with Release number 700.
40
Chapter 5
2.
Click the
In the System: Component information dialog box, you should see the
OTEXVIM add-on component installed, with Release number xxx_yyy where
xxx is the VIM version (for example 600) and yyy is the SAP basis component
version.
41
2.
3.
Set the pointer on each include line (.INCLUDE) that is still displayed, and, on
the Edit menu, click Include > Copy Components.
Normally, all fields will be expanded at once. After this, you can activate the
table.
42
Determine which VIM SP file is needed based upon your SAP version. For more
information, see the Release Notes for the SP.
2.
Log on to the SAP server and copy the corresponding file to the following
location on the server: \usr\sap\trans\EPS\in.
3.
Open the SAP GUI and access client 000 as the DDIC user.
4.
5.
In the Support Package Manager window, click Support Package > Load
Packages > From Application Server.
6.
You are asked to confirm if you want to upload the OCS Package for the VIM
SP. Click Yes.
43
7.
8.
Scroll down until you find the OTEXVIM component and click this line.
A dialog box opens, with the OTEXVIM Patch highlighted.
10. Click the checkmark button to confirm the queue selection. The Release may be
different in your SAP implementation.
You now see the package name in the queue. The Status is yellow and reads
Next action: Import queue.
11. In the Extras menu, click Settings.
44
12. Click the Always radio button in the section ABAP/Screen Generation. Then
click the confirmation checkmark.
13. In the Extras menu, click Ignore generation errors.
Note: This step is Support Package specific. Perform it if it is mentioned in
the Release Notes of the Support Package.
The Support Package may contain Data Dictionary changes that require
database table conversions or other additional activities. Without performing
45
these additional activities, the generation will result in errors that must be
ignored first.
14. You are now ready to import. Click the Import Truck button to begin.
When the import has completed, you see a message Queue <queue name>
imported successfully (ECC 6.0) in the dialog box.
16. Click the Checkmark button.
17. Now check the import logs for errors, code 8 or above. To display the logs, click
the Import Log button.
18. Verify that you do not have any error codes eight (8) or above. Warning codes
of four (4) are acceptable.
Note: Some objects can display generation errors. For a list of these
objects, see the Release Notes for the SP.
19. When you have finished viewing, click the Back button.
20. To resolve the domain and tables generation errors (see Step 13 on page 45), the
table data must be converted with the SAP Database Utility (transaction SE14).
Open this transaction in a new window and perform the conversion for each of
the tables listed in the Release Notes for the SP.
46
22. Select Background and Save data, and click Activate and adjust database. You
can set the parameters of the proposed background job to immediate execution.
47
As soon as the jobs created this way for all tables are finished, activate the
domain /OPT/VIM_TAXRATE in the SE11 transaction. There should be no errors
in the activation log.
Note: You must perform the database adjustment in each of the systems
where the SP is installed or transported, including the production system.
23. Return back to the SPAM transaction screen.
Now you can confirm the queue to complete the task.
24. To confirm the queue, click the checkmark icon in the application toolbar.
The SPAM status changes to a green light and the queue is cleared. The
following message will appear: You have applied OTEXVIM <patch number>
successfully.
48
Chapter 6
Upgrading
This chapter describes the upgrade procedure for both SAP ERP upgrade and VIM
upgrade.
Terminology
Former versions of SAP (4.6C and 4.7) are no SAP ERP versions, but SAP R/3
versions. Therefore, the wording in many locations would have to be SAP
ERP or R/3 instead of SAP ERP. To make reading more convenient in this
chapter, also the R/3 versions (4.6C and 4.7) are called SAP ERP.
Recommended
start level
Upgrade Guide
Installation Guide VIM 7.0, Upgrading
VIM on page 56.
You must use the upgrade package, and
you must follow the post installation
activities for installation.
VIM 5.2
VIM 6.0
Recommended
start level
Upgrade Guide
49
Chapter 6 Upgrading
The following 2-step upgrades have a VIM upgrade to VIM 6.0 SP1 as a first step.
Perform this intermediate step completely. Activate all BC sets mentioned in the
Upgrade Guide and execute all the conversion and migration tools according to the
Upgrade Guide.
Table 6-3: VIM upgrades in 2 steps for SAP version ERP 6.0
Source version
Intermediate step
Upgrade Guide
Second step:
VIM upgrade from 6.0 SP1
to 7.0
Intermediate step
Upgrade Guide
50
For more information about upgrading, see the document FAQ on Upgrade
to 7.0, available in the Knowledge Center: https://knowledge.opentext.com/
knowledge/cs.dll/Properties/38482369
Inconsistent data in workflow containers often results in short dumps. They happen
when, after an upgrade, a user tries to open a work item that was created before the
upgrade.
To solve the problem, the workflow containers can be processed by a special
program provided by SAP in OSS note 910573. The program requires that a new
table is created with the same structure as the table changed in the upgrade process,
in the version that existed in the system before the upgrade. You can normally find
the old version using ABAP dictionary version management. However, to simplify
the solution of potential problems, OpenText recommends that you create that copy
before the upgrade is started.
The only VIM database table that is currently known to cause these problems is
table /OPT/VIM_1HEAD. OpenText recommends that you create a copy (for example
with the name ZZZ1HEAD) in transaction SE11. It is important that the table copy will
not reference any include or append structures. You can achieve this by performing
the following steps:
To expand includes:
1.
2.
3.
Set the pointer on each include line (.INCLUDE) that is still displayed, and, on
the Edit menu, click Include > Copy Components.
Normally, all fields will be expanded at once. After this, you can activate the
table.
51
Chapter 6 Upgrading
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.
For a list of available software components, check OSS note 1791715: SAP Invoice
Management by OpenText 7.0
The following components must be installed for SAP ECC 6.0 up to EHP7:
Option
52
Component: SAP_BASIS
Release
Level
Support package
700
0013
SAPKB70013
701
0003
SAPKB70103
702
0003
SAPKB70203
higher
OTEXVIM 604_700
OTEXVIM 603_640
OTEXVIM 602_620
OTEXVIM 601_46C
2.
3.
Save values from PO number lists and delivery note (DN) number lists in
your /OPT/VIM_1HEAD table.
If you want to keep the values for these fields, where the PO numbers and DN
numbers for a DP document were stored as a comma-separated list, you have to
use a migration program. The migration program is part of VIM 6.0 SP6 and
VIM 5.2 SP11.
If you are on a lower version, you have to install transport D89K904627 (for SAP
4.6C: D81K903267). You find this transport on your installation CD.
Then run report /OPT/VIM_MIGRATE_PO_DN_LISTS to store PO_LIST and
DN_LIST values in the new table /OPT/VIM_1PO_DN.
You get a log with the count of resulting entries in the table /OPT/VIM_1PO_DN.
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
OTEXVIM_EXCH UPGR_ERP/DATA/
_700_700.SAR
Target path
\usr\sap\trans
\EPS
3.
4.
53
Chapter 6 Upgrading
5.
To include the OTEXVIM exchange package, select Upgrade with SAINT package.
Click the OK button to continue.
6.
7.
54
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"
If the two objects are green (see screenshot above), they are active and
generated. This is okay and can be ignored.
55
Chapter 6 Upgrading
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.
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.
For a list of available software components, check OSS note 1791715: SAP
Invoice Management by OpenText 7.0
ECC 6.0
Component SAP_BASIS
Level: 700
56
The following components must be installed for SAP ECC 6.0 up to EHP7:
Option
Component: SAP_BASIS
Release
Level
Support package
700
0013
SAPKB70013
701
0003
SAPKB70103
702
0003
SAPKB70203
higher
VIM version
Upgrade to VIM 7.0 is supported with minimal versions of VIM 5.2 SP6 or VIM
6.0 SP1. If you have a lower support package level within VIM 5.2 or VIM 6.0,
you must upgrade to the required SP level first, and activate the BC sets
delivered with the SPs.
Direct upgrade from VIM 5.1.6 is not supported. You can upgrade from VIM
5.1.6 to VIM 6.0 SP1 and then go on to VIM 7.0.
To check the version of VIM, open System > Status from the SAP menu and
check the Component Version.
For more details, see Verifying Installation on page 39. The following
screenshots show system component information with the required minimum
SP levels of OTEXVIM.
57
Chapter 6 Upgrading
58
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.
2.
Before you begin the update, perform a complete backup or take a snapshot of
the SAP ERP system.
3.
Make sure the namespaces /OPT/, /ORS/, and /PTGWFI/ are modifiable:
4.
a.
b.
c.
Save values from PO number lists and delivery note (DN) number lists in
your /OPT/VIM_1HEAD table.
If you want to keep the values for these fields, where the PO numbers and DN
numbers for a DP document were stored as a comma-separated list, you have to
use a migration program. The migration program is part of VIM 6.0 SP6 and
VIM 5.2 SP11.
If you are on a lower version, you have to install transport D89K904627. You
find this transport on your installation CD.
Then run report /OPT/VIM_MIGRATE_PO_DN_LISTS to store PO_LIST and
DN_LIST values in the new table /OPT/VIM_1PO_DN.
You get a log with the count of resulting entries in the table /OPT/VIM_1PO_DN.
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.
59
Chapter 6 Upgrading
2.
File
Source path
OTEXVIM_UPGR UPGR_VIM/DATA/
_700_700.SAR
Target path
\usr\sap\trans
\EPS
3.
Carry out the import of the package as described in the respective SAP
documentation.
4.
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
7.
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 39 for specific release
number.
If you need login languages other than English and German, install the
language packs for the languages you need. For more information, see
Language Packs on page 38.
61
Chapter 6 Upgrading
2.
Install the most recent VIM 7.0 Support Package (SP). You find the SPs in the
Knowledge Center: https://knowledge.opentext.com/knowledge/cs.dll/Open/
10151605. For further information, see the Release Notes of the respective SP.
3.
After the upgrade, perform/verify all the post installation activities as described
in Post Installation Activities After an Upgrade on page 62.
Important
Do not activate the BC Sets for first installation, as described in
Activating Business Configuration Sets on page 18. If you activate
these BC Sets, all the configuration data is overwritten with OpenText
baseline configuration data and all custom configuration changes are
lost.
4.
Test the entire VIM process like for a new VIM installation.
5.
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.
62
Installing Transport with Layout Variant for IDH Admin Tool on page 64
6.5.1
Activate this BC Set if your source system for the upgrade is VIM 5.2. If you get
an activation error, ignore it.
/OTEXVIM/VIM70_BASELINE_LOWSP_D
Activate this BC Set if your source system for the upgrade is lower than VIM 5.2
SP8 or VIM 6.0 SP3 respectively. If you get an activation error, ignore it.
/OTEXVIM/VIM70_BASELINE_NEWFOR70
Activate this BC Set in any case. You should not have activation errors here. If
you have activation errors, repeat the activation. If you still have activation
errors, you have to find out the reason. You can ignore activation errors like No
data found for writing activation links for object <xxx>.
6.5.2
6.5.3
63
Chapter 6 Upgrading
Check with the BF34 transaction, if these events occur in the customer section. If yes,
remove them.
In the BF42 transaction, the VIM process RWBAPI01 should be configured; see the
following screenshot.
Check with the BF44 transaction, if this process occurs in the customer section. If yes,
remove it.
6.5.4
Implementation
Runtime behavior
/OPT/VIM_MIGO_ENH
/OPT/VIM_CHECK_MIGO
Implementation is called
/OPT/VIM_MIRO_ENH
/OPT/VIM_CHECK_MIRO
Implementation is called
/OPT/
VIM_ENH_SPOT_MIRO
/OPT/CL_IM_VIM_BADI_MIRO
Implementation is not
called
6.5.5
64
6.5.6
6.5.7
65
Chapter 7
Troubleshooting
7.1 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 39.
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.
67
Part 3
KPI Dashboard Installation
This part describes the installation and post installation activities needed for the
Key Performance Indicator Dashboard KPI Dashboard. The KPI Dashboard is a
tool for managers showing VIM related process data at a glance in graphical charts.
For further information, see section 25 KPI Dashboard in OpenText Vendor Invoice
Management for SAP Solutions - Configuration Guide (VIM-CGD).
Notes
70
If you are not using the KPI Dashboard, you can skip this part.
Chapter 8
71
Chapter 9
Make sure, the Open Text Name space / Prefix /OPT and /ORS are set to Modifiable.
After you have finished the customizing of services, change back the settings.
73
74
1.
To activate the Web Dynpro service on the SAP ERP system, run the SICF
transaction.
2.
3.
4.
5.
75
1.
2.
Error Handling
You can customize a few default pages for error handling in the Web Dynpro
service.
Error pages are shown for defined reasons; for example, if the timeout is reached for
the web session. The default setting is to show SAP standard error pages.
You can change these settings for the following use cases:
76
Logon Errors
Application Errors
Logoff Page
Not Accessible
77
78
9.3.1
Prerequisites
This example shows the customizing for the connection to a specific ABAP system.
To customize the connection to an ABAP system:
1.
2.
3.
Connector settings
In the Display drop down list, select Object, and then, in the Property
Category drop down list, select Connector.
Provide minimum connector properties for example. See the following
screenshot for example values.
79
4.
ITS settings
ITS settings are maintained for displaying SAP transactions in the portal as an
iView.
In the Display drop down list, select Object, and then, in the Property
Category drop down list, select Internet Transaction Server (ITS).
Provide ITS properties as shown in the following screenshot.
80
The property values to enter can be read from the ABAP system using
transactions SICF and SMICM.
For a detailed description how to set up the System Object in the Portal, see
http://wiki.sdn.sap.com/wiki/display/EP/How+to+Create+System+Object+in+the
+Portal+for+Connecting+to+SAP+backend+System.
9.3.2
2.
Choose a folder or generate a new folder. To select the iView object, right-click
the folder and select new > iView.
3.
In the Display drop down list, select Object, and then, in the Property
Category drop down list, select Content - Web Dynpro.
Provide properties as shown in the following screenshot.
81
Check also other properties for design or layout, and customize them if needed.
4.
82
To test the newly generated iView object, click the Preview button. If everything
is customized correctly, a separate window opens and shows the KPI
Dashboard content in the iView.
Part 4
OpenText Approval Portal Installation
This part describes the installation of the OpenText Approval Portal component. The
Approval Portal is designed to work within SAP NetWeaver Application Server Java
(NWAS) 7.0 or 7.3 or SAP NetWeaver Portal (NWP) 7.0 or 7.3.
With VIM 7.0 SP4 and higher, NWAS 7.4 and NWP 7.4 are also supported.
The Approval Portal can be deployed as a standalone application residing on NWAS
only or as an application inside NWP using AppIntegrator iView. Install all the
components in a coordinated manner.
Notes
84
If you are not using the Approval Portal, you can skip this part.
You might want to install multiple instances of the Approval Portal on the
same SAP NetWeaver Portal. In this case, contact OpenText Customer
Support.
Chapter 10
Preparing Installation
10.1 Installation Prerequisites
A complete installation and configuration of OpenText Vendor Invoice Management
for SAP Solutions 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 ERP component, you will not be able to verify if the installation of the
Approval Portal is completed and correct.
Server
Web Application Server
SAP NetWeaver Application Server Java (NWAS) 7.0 SP9 or above with
SPNegoLoginModule and NWAS 7.3 SP3 or above. For SPNego configuration,
see SAP Note 1488409.
With VIM 7.0 SP4 and higher, NWAS 7.4 SP3 or above is also supported.
SAP NetWeaver Portal
SAP NetWeaver Portal (NWP) 7.0 SP9 or above and NWP 7.3 SP3 or above.
With VIM 7.0 SP4 and higher, NWP 7.4 SP3 or above is also supported.
Notes
Recommended
Screen
Resolution
The requirement SPx or above does also refer to the EhP level.
The following list shows the supported resolution modes that have been tested in
the OpenText R&D lab. The resolution modes have been tested in all supported
browsers.
1. 1280 x 800 - Laptop view
2. 1920 x 1080 - Laptop view
3. 1680 x 1050 - Desktop view
4. 1280 x 1024 - Desktop view
Web browsers
The following matrix shows the web browsers and versions that are supported by
the new interface of the Approval Portal, which is delivered since VIM 7.0 SP2. The
matrix is based on tests performed at OpenText R&D Lab. It considers accessibility
and usability aspects.
Note: The old interface of the Approval Portal supports only Internet Explorer
7.0, 8.0, and 9.0.
85
With VIM 7.0 SP4 and above, the old interface of the Approval Portal also
supports Internet Explorer 10.0 and 11.0.
Server
IE10
Firefox > 17
Chrome > 22
NWAS 7.0
NWAS 7.3
NWAS 7.4
(with VIM 7.0
SP4)
NWP 7.0
NWP 7.3
NWP 7.4 (with
VIM 7.0 SP4)
Operating
systems
The Approval Portal supports Windows, Unix and other operating systems
supported by SAP.
There is no restriction which Windows or Unix versions or patch levels are
supported. Approval Portal supports all versions.
Note: The new Approval Portal has not been tested in Unix environment.
Aligned with SAP operating system support, see the SAP Product Availability
Matrix (PAM) for more details.
SSL
Sizing requirements
SAP user
86
Object: S_RFC
Activity
Execute (16)
Names of RFC to be protected
/OPT/VIM_FG1A2, /ORS/*, /OPT/*, /ORS/SAPL000007_APPR_SCREEN, /
PTGWFI/*, OPTB, ARFC, ERFC, RFC1, SDIFRUNTIME, SUNI, SYST, SYSU
RFC_TYPE
FUGR (Function Group)
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/*
The following 2 authorization objects for the CPIC user are applicable for SAP
ERP 702 SP14 and higher and SAP NetWeaver Portal 702 SP15 and higher:
Object: S_RZL_ADM (Authorization object for R/3 system administration)
Activity
Display (03)
Object: S_WF_SUBST (Workflow: substitute rule)
Activity
Display (03)
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.
87
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.
Note: For SAP ERP systems with EHP5 or higher, one additional authorization
is required for the CPIC user.
S_WF_WI
Classification of tasks
*
Activities
12 (Resubmit work item)
Work item type
W Dialog work item
Java Enterprise archive (.ear file) - for the actual J2EE application
VIM 7.0 SPx installation packages for old and new interface
For all Support Packages of VIM 7.0 (SP2 and higher), the respective OpenText
Vendor Invoice Management 7.0 Support Package folder in the Knowledge
Center (accessible via https://knowledge.opentext.com/knowledge/cs.dll/Open/
32893475) provides two installation packages of the VIM 7.0 SPx Approval
Portal in the Web and Mobile Approval Component folder: one for the new
user interface (which is introduced with VIM 7.0 SP2), and one for the old user
interface.
88
89
90
10.3.1
91
92
Chapter 11
mobileconfiguration.xml
RequestMappings.xml
OpenText strictly recommends not to modify this file. The Approval Portal
application internally uses this file.
Lang_Support.properties
Lang_DE.properties
Lang_EN.properties
93
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 12.3.1 Changing Language Resources in OpenText Vendor Invoice
Management for SAP Solutions - Administration Guide (VIM-AGD) for details.
Important
Make sure the <Approval_Portal_installdir> folder has:
2.
<INSTANCE_NAME>/j2ee/configtool.
94
Notes
a.
Add the startup parameter to the Java parameters on the server: Dcom.opentext.vim.portal.invoiceCfg=<Approval_Portal_installd
ir>.
Example: -Dcom.opentext.vim.portal.invoiceCfg=c:/
opentext/invoiceCfg
b.
3.
95
11.2.1
96
1.
Log in to J2EE Visual Administrator and navigate to Instance > Server >
Services > Security Provider.
2.
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.
97
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.
98
Navigate to http://<NWAS>:<NWASPORT>/vimportal/admin.
If you see a screen similar to the one above, you have configured the
administrator role successfully.
11.2.2
99
100
2.
3.
4.
Click the Assigned Users tab and perform a search. Select the user and click
Add.
5.
11.3.1
To gain access to the file system, sign on to the host server as a user with
administrator rights.
2.
3.
101
11.3.2
2.
Which one to use depends on your requirements. Both of them will work.
3.
102
4.
Click Choose.
5.
6.
7.
8.
9.
11.3.3
In the SDM, click the SDM Repository tab and expand SAPJ2EEEngine.
103
You will see OpenText Approval error messages. This is correct as you have not
done any configuration yet.
3.
Click on a server.
Expand Services.
Expand Deploy.
d.
104
11.4. Deploying the Software Component Archive with SAP NetWeaver 7.3 and 7.4
11.3.4
Click on a server.
2.
Expand Services.
3.
Expand Deploy.
See screenshot in Step 3 on page 104.
4.
5.
Click on opentext.com/IM_APPROVAL_PORTAL.
6.
7.
2.
Notes
3.
105
4.
106
11.4. Deploying the Software Component Archive with SAP NetWeaver 7.3 and 7.4
5.
Click Start.
107
6.
108
Chapter 12
Creating AppIntegrator IViews for Users with SAP NetWeaver 7.3 and 7.4
on page 115
Creating Roles for Users with SAP NetWeaver 7.3 and 7.4 on page 129
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.
109
3.
110
4.
In the iView wizard, click Portal Component create an iView from a portal
component ... and click Next.
5.
111
112
6.
7.
iView ID (mandatory)
iView ID Prefix
Description
8.
9.
113
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.
114
12.2. Creating AppIntegrator IViews for Users with SAP NetWeaver 7.3 and 7.4
$host$
NWAS server name where the Approval Portal J2EE application was
deployed
$port$
2.
115
3.
116
Right-click End User Content, point to New, and then click Folder.
12.2. Creating AppIntegrator IViews for Users with SAP NetWeaver 7.3 and 7.4
4.
5.
On the New Folder tab, enter Folder Name and Folder ID Prefix (for example,
117
6.
118
12.2. Creating AppIntegrator IViews for Users with SAP NetWeaver 7.3 and 7.4
7.
8.
Navigate to Portal Content > Content Provided by SAP > End User Content.
9.
In the Approval Portal folder, paste the Generic iView as PCD Object. See the
following screenshot.
119
120
12.2. Creating AppIntegrator IViews for Users with SAP NetWeaver 7.3 and 7.4
121
122
12.2. Creating AppIntegrator IViews for Users with SAP NetWeaver 7.3 and 7.4
13. From the Show Category list, select Content - Generic Launcher.
123
URL Template
124
In the SAP NetWeaver Portal, navigate to the folder you created in Creating
AppIntegrator IViews for Users on page 109.
2.
125
3.
In Step 1, enter Role Name, Role ID, Role ID Prefix and Description.
Select the Master Language.
Notes
4.
126
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.
5.
Click Finish.
6.
127
7.
In Property Editor, scroll to the Entry Point line and click Yes.
Click Save.
8.
9.
128
Click Close.
12.4. Creating Roles for Users with SAP NetWeaver 7.3 and 7.4
In the SAP NetWeaver Portal, navigate to the Approval Portal folder; see
Creating AppIntegrator IViews for Users with SAP NetWeaver 7.3 and 7.4
on page 115.
2.
Right-click on the folder, select New > Role > Freestyle Role.
129
3.
Enter properties as shown in the screenshot above: Role Name, Role ID, Role
ID Prefix and Description.
Select the Master Language.
Note: 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.
4.
130
Click Finish.
12.4. Creating Roles for Users with SAP NetWeaver 7.3 and 7.4
5.
6.
Enter the Name (as shown in the screenshot) and select the Entry Point check
mark.
Click Save.
131
7.
8.
Click Close.
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 125).
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.
132
See Step 11 on page 114 for details on the URL template for users.
133
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 132.
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.
134
Chapter 13
135
Chapter 14
137
Chapter 15
Troubleshooting
For information on troubleshooting the Approval Portal, see section 29.11
Troubleshooting in OpenText Vendor Invoice Management for SAP Solutions Administration Guide (VIM-AGD).
139
Chapter 16
141
Chapter 17
Optional: Removing the Startup Parameter in the Config Tool on page 146
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.
143
5.
6.
Administrator.
2.
3.
In the J2EE Engine Console, type list_app to view the list of components that
are deployed.
4.
144
2.
3.
4.
Navigate to the folder that was created in Creating AppIntegrator IViews for
Users on page 109.
145
<INSTANCE_NAME>/j2ee/configtool.
Notes
146
2.
3.
4.
147
Part 5
Mobile Approval Portal Installation
This part describes the installation of the Mobile Approval Portal, which is an
enhancement to the Invoice Approval. Users can approve their invoices, using a
mobile device, for example a Blackberry, an iPhone, or an iPad. The Mobile
Approval Portal is based on HTML5.
Note: The Mobile Approval Portal is an optional component. If you are not
using the Mobile Approval Portal, you can skip this part.
For information on the configuration of the Mobile Approval Portal, see section 13
Configuring the Mobile Approval Portal in OpenText Vendor Invoice Management
for SAP Solutions - Administration Guide (VIM-AGD).
150
Chapter 18
The Mobile Approval Portal supports Windows, Unix and other operating systems
supported by SAP.
There is no restriction which Windows or Unix versions or patch levels are
supported. Mobile Approval Portal supports all versions. Aligned with SAP
operating system support, see the SAP Product Availability Matrix (PAM) for more
details.
The following table shows which mobile operating systems, devices, and browsers
are fully supported:
VIM 7.0 adds the new column Category which signifies Performance, Usability/
Accessibility and Document Viewing aspects, ranked from A to C. A, B, and C are
rankings from top to bottom on the mentioned aspects. These ranks are provided
based on testing in OpenText Mobile lab with real devices and simulators.
Mobile Operating
System
Device
Browser
Category
iPad
iPhone
BlackBerry
BlackBerry OS 10
browser
Android (4.0.x or
higher)
WindowsPhone (8 or
higher)
Any WindowsPhone
device
Internet Explorer
mobile version (10 or
higher)
[a]
In general, you can view the Mobile Approval Portal inside the browser on all kind of Android devices.
Due to the diversity of physical Android devices, OpenText cannot guarantee 100% compatibility on all
functionality that the Mobile Approval Portal offers.
151
Web Viewer
integration
Mobile Approval Portal users can display invoices using OpenText Imaging Web
Viewer. Web Viewer is a web application for displaying and printing documents in
Web-based scenarios and for appending comments to these documents. The
documents may be stored in OpenText Archive Server or other repositories.
The Web Viewer integration is completed for the invoice document and supports all
documents supported by Web Viewer.
On the Mobile Browser without Web Viewer, it is not possible to render TIFF
documents. JPG, PNG and GIF documents are supported to be shown in browser by
default. To support PDF documents, a specific browser-plugin or a separate viewer
app is needed.
However, Web Viewer is able to display TIFF documents on the Mobile Browser on
Mobile Approval Portal.
Web Viewer is installed on a web server. It generates HTML pages containing the
document to be displayed and sends them to the browser. The Web Viewer can be
used by any leading application server configured appropriately.
Web Viewer supports documents from the following products:
Limitations
For attachments, the Web Viewer integration is not implemented. Any attached
document, like PDF, JPEG, GIF or PNG, will be forced to open in a separate
browser window by default.
Notes
152
For further information about Web Viewer, see OpenText Imaging Web Viewer
- Installation and Configuration Guide (CLWEBV-IGD).
153
Chapter 19
155
Chapter 20
Web Viewer version 10.5.0 will be supported with a later Support Package.
The Mobile Approval Portal supports Windows, Unix and other operating systems
supported by SAP. For the Web Viewer installation, see the appropriate section in
section 3 Installing Web Viewer in OpenText Imaging Web Viewer - Installation and
Configuration Guide (CLWEBV-IGD).
To install Web Viewer 10.2.0, download the software from the following location:
http://knowledge.opentext.com/knowledge/cs.dll/Open/19642255.
To apply patch 004 (or higher) for Web Viewer 10.2.0, download the software from
the following location: https://knowledge.opentext.com/knowledge/cs.dll/Open/
22422170
Notes
OpenText recommends that you use the latest patch of the supported Web
Viewer software version.
157
158
Chapter 21
21.2.1
Prerequisites
The following versions are supported:
SAP NetWeaver Portal
7.0 SP8 or higher
All higher support packages and enhancement packages of NetWeaver 7.0, 7.3,
and 7.4
Approval Portal
7.0
159
21.2.2
2.
21.2.3
3.
Deploy the Approval Portal with the officially supported Support Package.
4.
160
2.
Deploy the Approval Portal with the officially supported Support Package.
3.
Part 6
Vendor Invoice Management SAP CRM SAP
Shared Service Framework Component
Installation
This part describes the installation of the Vendor Invoice Management SAP CRM
SAP Shared Service Framework component.
162
Chapter 22
Preparing Installation
22.1 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 SAP CRM SAP Shared Service Framework
installation package, the password is 316C596F6A.
22.2.1
Required Knowledge
The following knowledge is required for the person dealing with the installation as
described in this document:
22.2.2
For a list of available software components, check OSS note 1791715: SAP Invoice
Management by OpenText 7.0
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 (ABA), SAPKB70203 (BASIS)
163
22.2.3
For a list of available software components, check OSS note 1791715: SAP Invoice
Management by OpenText 7.0
The following components must be installed for SAP CRM 7.0 EHP2:
Component SAP_ABA
Level: 731
Component BBPCRM
Level: 702
Component SAP_BASIS
Level: 731
The following support packages must be installed:
SAPKA73102 (ABA), SAPKB73102 (BASIS), SAPKU70202 (CRM)
22.2.4
For a list of available software components, check OSS note 1791715: SAP Invoice
Management by OpenText 7.0
The following components must be installed for SAP CRM 7.0 EHP3:
Component SAP_ABA
Level: 740
Component BBPCRM
Level: 703
Component SAP_BASIS
Level: 740
The following support packages must be installed: SAPKB74003 (BASIS),
SAPKA74003 (ABA), SAPKU71301 (CRM)
164
22.2.5
22.2.6
1.
2.
Installation Tool
OpenText Vendor Invoice Management uses the SAP Add-On Installation Tool
(SAINT) for installation. SAINT uses single PAT files (extension *.PAT) which
integrate several transport files; these collections are also called packages.
On the product CD, the single PAT files are archived in SAPCAR files (extension
*.SAR) that can be extracted using the SAPCAR command line tool.
165
Chapter 23
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
File
SAP CRM 7.0 EHP2: Additional step needed, see Step 3 on page 167
SAP CRM 7.0 EHP3: Additional step needed, see Step 3 on page 167
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.
Only if you install on SAP CRM 7.0 EHP2 or SAP CRM 7.0 EHP3:
An ACP file is necessary. The ACP file is available in SAP Marketplace as
Carry out the import of the package as described in the respective SAP
documentation.
167
168
Chapter 24
Maintaining a Logical System for the CRM System in VIM on page 173
For every client, you must activate new BC Sets after installing VIM 6.0
CRM.
To access the Business Configuration Sets: Activation screen, run the SCPR20
transaction.
From the Utilities menu, click User Settings.
169
170
Chinese
Dutch
English
French
German
Hungarian
Italian
Japanese
Portuguese
Romanian
Russian
Spanish
Czech
Polish
Turkish
To select your applicable languages, select the respective check box in the
Manual Selection column.
2.
To access the Business Configuration Sets: Activation screen, run the SCPR20
transaction.
171
2.
3.
4.
172
In VIM, run the /N/OPT/SPRO transaction and navigate to the menu path
Vendor Invoice Management > Cross Component Configuration > CRM
Integration > Maintain CRM Logical System.
2.
Enter the logical system for the CRM system in the Constant Value field.
3.
173
Chapter 25
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
175
In the System: Component information dialog box, you should see the
176
Part 7
Vendor Invoice Management SAP
NetWeaver Business Warehouse
Component Installation
This part describes the installation of the Vendor Invoice Management SAP
NetWeaver Business Warehouse (VIM BW) component.
178
Chapter 26
Preparing Installation
26.1 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). The following table shows the passwords for the VIM 7.0
BW installation package:
SAP_BASIS
Password
700
F17CB370FA
730
F17CB070FA
26.2.1
Required Knowledge
The following knowledge is required for the person dealing with the installation as
described in this document:
26.2.2
For SAP NetWeaver BW 7.3 only: Implement OSS note 1636155: 730SP6: Error
RSTRAN 510 while activating Transformation (if not yet in the system with
SP6)
179
Table 26-1: SAP NetWeaver BW 7.0 / SAP NetWeaver BW 7.3 EHP1 / SAP
NetWeaver BW 7.4
Option
Component: SAP_BW
Component: SAP_BASIS
Release
Support Package
Release
Support Package
700
SAPKW70023
700
SAPKB70013
731
SAPKW73103
731
----
740
----
740
----
26.2.3
Component: SAP_BW
Component: SAP_BASIS
Release
Support Package
Release
Support Package
730
SAPKW73001
730
SAPKB73001
Installation Tool
OpenText Vendor Invoice Management uses the SAP Add-On Installation Tool
(SAINT) for installation. SAINT uses single PAT files (extension *.PAT) which
integrate several transport files; these collections are also called packages.
On the product CD, the single PAT files are archived in SAPCAR files (extension
*.SAR) that can be extracted using the SAPCAR command line tool.
180
Chapter 27
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 NetWeaver BW 7.0 / SAP NetWeaver BW 7.3 EHP1
File
OTVIMBW_INST_VIM700_700.SAR
Source path
INST_BW_700/DATA/
Target path
\usr\sap\trans\EPS
OTVIMBW_INST_VIM700_730.SAR
Source path
INST_BW_730/DATA/
Target path
\usr\sap\trans\EPS
2.
The resulting PAT file is extracted to the EPS\in folder relative to the path of the
SAPCAR file.
3.
Call transaction SAINT (in client 000). You get an initial screen, which shows the
installed components.
Click Start to add the VIM 7.0 BW component.
181
4.
182
Click Start to see the screen that presents the packages ready to be installed.
5.
Choose the package for component OTVIMBW. Carry out the import of the
package as described in the respective SAP documentation.
183
Chapter 28
2.
Click
185
In the System: Component information dialog box, you should see the OTVIMBW
add-on component installed, with Release number 700.
186
Chapter 29
File Name
Password
UPGR_BW_730/DATA/
OTVIMBW_EXCH_700_730.SAR
F17CB076ED
File Name
Password
UPGR_BW_731/DATA/
OTVIMBW_EXCH_700_731.SAR
F17CB376ED
187
Part 8
Vendor Invoice Management SAP
NetWeaver Gateway Component
Installation
This part describes the installation of the Vendor Invoice Management SAP
NetWeaver Gateway (VIM GW) component. The VIM GW component is needed to
run the Supplier Self Service component, which is introduced with VIM 7.0 SP3.
190
Chapter 30
Preparing Installation
30.1 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). The following table shows the passwords for the VIM 7.0
GW installation package:
SAP_BASIS
Password
F17CB670FA
30.2.1
Required Knowledge
The following knowledge is required for the person dealing with the installation as
described in this document:
30.2.2
191
Component: IW_FND
Component: IW_BEP
Releas Support
e
Package
Releas Support
e
Package
200
250
SAPK-20004IN
GWCORE
SAPK-25004INI 200
WFND
SAPK-20004INIWB
EP
Implement OSS note 1744864: Multiple Origin for Generated BOR/RFC Objects
does not work
Component: SAP_GWFND
Component: SAP_BASIS
Release
Support Package
Release
Support Package
740
SAPK-74004INSAPGWF
ND
740
SAPKB74002
Note: The VIM GW component is not yet released for SAP_BASIS 740 (EHP7).
30.2.3
Installation Tool
OpenText Vendor Invoice Management uses the SAP Add-On Installation Tool
(SAINT) for installation. SAINT uses single PAT files (extension *.PAT), which
integrate several transport files; these collections are also called packages.
On the product CD, the single PAT files are archived in SAPCAR files (extension
*.SAR), which can be extracted using the SAPCAR command line tool.
The SAR files can also be used directly in transaction SAINT.
192
Chapter 31
2.
3.
On the menu, click Installation Package > Load packages > From Front End
and load file OTVIMGW_INST_VIM700_700.SAR.
4.
5.
Choose the package for component OTVIMGW. Carry out the import of the
package as described in the respective SAP documentation.
193
Chapter 32
2.
Click
In the System: Component information dialog box, you should see the OTVIMGW
add-on component installed, with Release number 700.
195
Part 9
Vendor Invoice Management Supplier Self
Service Component Installation
This part describes the installation of the Vendor Invoice Management Supplier Self
Service component. The Supplier Self Service component is introduced with VIM 7.0
SP3.
198
Chapter 33
Preparing Installation
33.1 Installation Prerequisites
A complete installation and configuration of OpenText Vendor Invoice Management
for SAP Solutions is needed for installing and testing the Supplier Self Service.
Although it is possible to install the Supplier Self Service before the installation and
configuration of the SAP ERP and Gateway component, you will not be able to
verify if the installation of the Supplier Self Service is completed and correct.
Server
Operating
system and
browser support
SAP HANA Cloud Platform or any other Java-based application server (SP3
restriction)
This section covers support and restrictions of Supplier Self Service in regards to
operating systems and web browsers.
The Supplier Self Service web application does not support any mobile operating
systems. It does not support any other operating systems than Windows.
Therefore, Mac/iOS, Linux, and Android operating systems are not supported.
199
SAP user
200
Chapter 34
You have downloaded and configured the SAP HANA Cloud Platform console
client. For more information, see https://help.hana.ondemand.com/help/
frameset.htm?7613dee4711e1014839a8273b0e91070.html.
In the opened command line console, run the neo deploy command with the
appropriate parameters. You can define the parameters of commands directly in
the command line, as in Example 34-1, Deployment on the SAP HANA Cloud
Server on page 202.
2.
201
3.
Press ENTER.
The deployment of your application starts.
4.
user name>
Notes
Next steps
OpenText recommends entering the application name vim3s but you can
choose any other identifier you want.
If you face any problems with the runtime environment, you can set the
custom parameter runtime-version manually, as described in https://
help.hana.ondemand.com/help/frameset.htm?
13afe5ca6e38485d8e6523f610c0ed29.html.
To make your deployed application available for requests, you must start it by
running the neo start command or manage inside the SAP HANA Cloud cockpit.
For more information, see section 22.2 Customizing the HANA Cloud Server
(Option) in OpenText Vendor Invoice Management for SAP Solutions - Configuration
Guide (VIM-CGD).
If you need more information about the SAP HANA Cloud Platform console client,
see the online documentation: https://help.hana.ondemand.com/help/frameset.htm?
46acebcd81384c9881f8ae7c5f3e3cac.html
202
203
Part 10
Vendor Invoice Management Input Channel
for Ariba Network Integration for SAP
Business Suite Installation
This part describes the installation of the Vendor Invoice Management input channel
for Ariba Network Integration for SAP Business Suite (VIM ARB).
206
Chapter 35
Preparing Installation
35.1 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). The following table shows the passwords for the VIM 7.0
ARB installation package:
SAP_BASIS
Password
F17CB07598
35.2.1
Required Knowledge
The following knowledge is required for the person dealing with the installation as
described in this document:
35.2.2
The following components must be installed for Ariba Network Integration 1.0
for SAP Business Suite:
Table 35-1: Ariba Network Integration 1.0 for SAP Business Suite
Option
Component: ARBFNDI1
Component: ARBERPI1
Release
Release
Support Package
100
Support Package
600
207
35.2.3
Implement OSS note 1935335: Mapping methods cannot be used from BAdI
implementations
Installation Tool
OpenText Vendor Invoice Management uses the SAP Add-On Installation Tool
(SAINT) for installation. SAINT uses single PAT files (extension *.PAT), which
integrate several transport files; these collections are also called packages.
On the product CD, the single PAT files are archived in SAPCAR files (extension
*.SAR), which can be extracted using the SAPCAR command line tool.
The SAR files can also be used directly in transaction SAINT.
208
Chapter 36
2.
3.
On the menu, click Installation Package > Load packages > From Front End
and load file OTVIMARB_INST_VIM700_700.SAR.
4.
5.
Choose the package for component OTVIMARB. Carry out the import of the
package as described in the respective SAP documentation.
209
Chapter 37
OTVIMARB component.
2.
211
Chapter 38
2.
Click
In the System: Component information dialog box, you should see the
213
Glossary
AAK
See SAP Add-On Assembly Kit (AAK).
After Image
Technical option to realize an delta upload from the source systems into the SAP
NetWeaver BW system. A data record loaded as After Image provides the status
of the record after it has been changed, or after data has been added.
Aging Report
Part of the Central Reporting infrastructure. The Aging Report reports about the
aging of documents and work items in the current system.
AP processor
Accounts Payable personnel
Application Component Hierarchy
Hierarchy of folders to structure DataSources in SAP NetWeaver BW.
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).
Approval Portal
VIM web interface for approving invoices.
Archive system
Computer system that enables storage, management and retrieval of archived
data and documents
ArchiveLink document types
Document types that need to be customized for ArchiveLink
ArchiveLink
Service integrated in the SAP NetWeaver Application Server ABAP for linking
archived documents and the application documents entered in the SAP ERP
system
215
Glossary
Authorization profiles
The SAP administrator assigns authorizations to the users that determine which
actions a user can perform in the SAP ERP system. These authorizations are
stored in Authorization profiles.
Automation Report
Tool that provides data about automated and manual processing steps of VIM
documents
BAdI
See Business Add-Ins (BAdI).
BAPI
SAP programming interface: Business Application Programming Interface
Baseline
Set of functionality with pre-defined configuration and the starting point to
implement VIM
BasisCube
See InfoCube.
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 an SAP enhancement technique based on ABAP
objects. BAdI can be inserted into the SAP ERP 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
216
Glossary
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.
Central Audit Report
Part of the Central Reporting infrastructure. The Central Audit Report is a
slimmed VIM Analytics (VAN). The main difference to VAN is that the Central
Audit Report serves as a single point of access in a multiple backend scenario.
Central Reporting
Reporting infrastructure that provides several reports that enable you to measure
certain properties of VIM documents and their work items, in order to optimize
working with VIM. Central Reporting comprises the following individual reports:
Aging Report, Central Audit Report, Exception Analysis Report, Key Process Analytics
Report, Productivity Report, and Summary Report.
Characteristic
Type of InfoObject in SAP NetWeaver BW that represents descriptions of fields,
such as Vendor ID, Invoice Number, Unit of Measure, and Posting Date.
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.
Data Transfer Process (DTP)
Object in SAP NetWeaver BW to transfer data from source objects to target objects
DataSource
Set of fields in SAP NetWeaver BW that provide the data for a business unit for
data transfer to the SAP NetWeaver BW system; technically, it contains an extract
structure and an extraction function module.
217
Glossary
DSO
See DataStore Object (DSO).
DTP
See Data Transfer Process (DTP).
Duplicate analyzer
Person who is responsible to identify duplicate invoices
EDI
218
Glossary
Exception
Action that is not part of normal operations or standards
FI
IDoc
See Intermediate Document (IDoc).
IE
Indexer
Person responsible for entering index data
Indexing
Process of entering or storing data into the system
InfoArea
Folder in SAP NetWeaver BW to organize InfoCubes, DataStore Objects, InfoObjects,
and InfoObject Catalogs
InfoCube
Self-contained dataset in SAP NetWeaver BW, for example, of a business-oriented
area; an InfoCube is a quantity of relational tables arranged according to the
enhanced star schema: A large fact table in the middle surrounded by several
dimension tables
InfoObject Catalog
Folder structure in SAP NetWeaver BW to organize InfoObjects
InfoObject
Smallest information unit in SAP NetWeaver BW. Key figures and Characteristics
are collectively called InfoObjects.
219
Glossary
InfoPackages
Object in SAP NetWeaver BW that specifies when and how to load data from a
given source system to the SAP NetWeaver BW system
InfoProvider
Object in SAP NetWeaver BW for which queries can be created or executed.
InfoProviders are the objects or views that are relevant for reporting.
Information provider
Receiving role for option Refer for Information
Integrated Invoice Cockpit
VIM component that gathers and displays all VIM exceptions in one place. Users
can start the respective dashboard by processing a work item directly from the
Integrated Invoice Cockpit.
Intermediate Document (IDoc)
Standard SAP message document format for the EDI interface.
Invoice Approval (IAP)
VIM component that enables users to perform coding, approving and rejecting
invoices
Invoice approver
Person who approves invoices
Invoice Capture Center (ICC)
Optional VIM OCR component
Invoice characteristic
A value specific to each invoice (for example country) that allows flexible
processing in VIM. An invoice characteristic is determined during runtime and
depends on the corresponding index data of the document.
Invoice coder
Person who enters the accounting info on invoices to allocate the cost
Invoice Exception (IE)
VIM component that handles the exceptions that arise after an SAP invoice is
created
220
Glossary
Invoice requester
Person who requested goods and services for Non PO invoices
Key Figure
Type of InfoObject in SAP NetWeaver BW that represents numeric values or
quantities, such as Number of Invoices and Gross Invoice Amount.
Key Process Analytics Report
Part of the Central Reporting infrastructure. The Key Process Analytics Report
reports about a variety of key figures regarding the VIM process: It shows the
accumulated amounts of all documents in the DP workflow, in parked state and
in posted state.
KPI Dashboard
Tool for managers showing VIM related process data at a glance in graphical
charts.
LIV
221
Glossary
222
Glossary
Process Chain
Sequence of processes in SAP NetWeaver BW that are scheduled to wait in the
background for an event; used to automate, visualize and monitor the processes.
Process options
Processing options for the user in the dashboard, such as Referral, Authorization,
and Actions
Process type
Process type for a document. The process type determines the initial actor and
various collaboration options available to the various actors during the process
flow.
Productivity Report
Part of the Central Reporting infrastructure. The Productivity Report reports
about the productivity of users/roles and the activities of users/roles.
PSA
See Persistent Staging Area (PSA).
Purchase order (PO) invoice
Invoice based on a Purchase order (PO)
Purchase order (PO)
SAP module. PO indicates a document sent from a buyer to a seller. The purpose
of the document is to order the delivery of goods or services.
Quantity variance
Situation where the quantity on the invoice is different from the quantity in the
purchase order
Receiver
Person who can create and reverse the goods receipt in SAP ERP
Requisitioner
Person who requested goods and services
Roles
Set of predefined roles for the SAP user
SAP Add-On Assembly Kit (AAK)
Standardized delivery procedure for software
223
Glossary
224
Glossary
TRF
See Transformation (TRF).
VAN
See VIM Analytics (VAN).
Vendor Invoice Management (VIM)
Packaged business solution that solves a business problem paying correct
amount to vendors on-time and with the lowest cost. VIM delivers not technology
but best-practice business processes. VIM provides values to customers in process
efficiency, visibility and compliance.
Vendor maintenance
Person who is responsible for creating and maintaining the vendor master
records
VIM Analytics (VAN)
VIM component that gives users a clear data report on their invoices in progress.
VIM Analytics allows to track the documents routed through SAP workflows via
VIM.
VIM Workplace
Tool for VIM super users, which allows users to display lists of their work items
that meet a selection they have entered before. Users also can display work items
of other users and of their team as a whole.
Workflow
SAP Business Workflows can be used to define business processes that are not yet
mapped in the SAP ERP system.
225