Configuring Document Parameters

Installation and Upgrade > Windchill ESI > Installing and Configuring Windchill ESI in an SAP Environment > Creating ESI User Accounts and Configuring SAP for Windchill ESI > Configuring Document Parameters

This involves defining document types. To define document types, perform these steps:

1. From the Implementation Guide for Customizing (IMG), select Cross Application Components > Document Management System > Control Data.

2. Select Define document types. The following window appears:

3. Deselect all indicators forWindchill ESI document types: DES, DOC, DRW, SPE, and TST.

4. Save your changes.

5. Select DES (the document type). Double-click to display details on the document types as shown in the following window:

These descriptions are unique to each document type and do not need to be changed; however, certain fields need to be populated as shown in the preceding window.

6. Enter the following values for these fields:

Field	Value
Internal number range	Any valid internal number range
External number range	Enter a valid external number range. See Configuring External Number Ranges for Parts, Documents, CNs, Process Plans and Resources.
Number exit	MCDOKZNR
Vers. no. incr.	8
File size	12000000
Class type	017
Class	CL0001
Document Status	Does not equal “-” (suppress field)
Document desc.	Does not equal “-” (suppress field)
User	Does not equal “-” (suppress field)
Change number	Does not equal “-” (suppress field)

7. Save changes.

8. Press F3 to go back to the Define document types: Overview window. Repeat steps 5–7 for all the other document types: DOC, DRW, SPE, and TST.

9. Press F3 to go back to the Define document types: Overview window. Highlight DES and select Define object links from the panel on the left. The following window appears:

10. Verify that MARA and MARC are listed with Scr. No. (screen numbers) 201 and 211, respectively. If they are not listed, then add the screen numbers by clicking New Entries.

Make sure the 1:n ratio field is deselected for both MARA & MARC entries.

11. Save changes.

12. Repeat Steps 9–11 for all the other document types: DOC, DRW, SPE, and TST.

When you are done defining all these document object links, perform the next step.

13. Press F3 to go back to the Define document types: Overview window. Select DES (Document Type) and select Define document status from the panel on the left. The following window appears:

14. Double-click Status IA. If entry IA does not appear, click New Entries and add the type IA. The following window appears:

15. Verify that the following Status IA attributes are set to:

Attribute	Value/Action
Status type	Leave this field blank
Object check	Selected
Release flag	Selected
Prev. 1 ...6	Leave this field blank

Go back to the previous window and double-click FR in the Doc.St column. If entry FR does not appear, click New Entries and add the type FR. The following window appears:

16. Verify that the following Status FRattributes are set to:

Attribute	Value/Action
Status type	S
Object check	Selected
Release flag	Selected
Prev. 1	Leave this field blank
Prev. 2	Leave this field blank
Prev. 3	Leave this field blank

These are not the default values. You must change them.

17. Verify that the document status for each document type is listed. If they are not, click New Entries to add them.

18. Repeat for each document type: DOC, DRW, SPE and TST.

19. Click Save and create a Transport Request.

For these functional changes to take effect you must create a Transport Request.