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SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 1 SAP Extended ECM Solution Accelerator February 2016 Implementing Extended ECM in SAP Environment, Health and Safety Management (EHSM) A sample configuration for Extended ECM for SAP Solutions 2.1 SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 2 Solution Accelerator Disclaimer The purpose of a solution accelerator is to give you an example for an implementation. This particular solution accelerator relates to OpenText Extended ECM for SAP® Solutions in a specific business context. A solution accelerator in most cases consists of documentation and software. A solution accelerator is not part of a product and is not covered by product maintenance and support. Please be appreciative that OpenText Customer Support is unable to answer questions related to solution accelerators. DISCLAIMER OF WARRANTIES: THE EXTENDED ECM SOLUTION ACCELERATOR (SOFTWARE AND DOCUMENTATION) IS PROVIDED “AS IS”, AND OPEN TEXT MAKES NO (AND HEREBY DISCLAIMS) ALL WARRANTIES, REPRESENTATIONS, OR CONDITIONS, WHETHER WRITTEN, ORAL, EXPRESS, IMPLIED OR STATUTORY, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, TITLE, AGAINST INFRINGEMENT, OR FITNESS FOR A PARTICULAR PURPOSE, WITH RESPECT TO THE USE, MISUSE, OR INABILITY TO USE THE EXTENDED ECM SOLUTION ACCELERATOR (IN WHOLE OR IN PART). OPEN TEXT DOES NOT WARRANT THAT ANY DEFECTS OR ERRORS WILL BE REPAIRED OR THAT ALL DEFECTS OR ERRORS CAN BE CORRECTED, OR THAT OPERATION OF THE SOLUTION ACCELERATOR IMPLEMENTATION SHALL BE UNINTERRUPTED, DEFECT OR ERROR-FREE. Open Text Corporation is the owner of the trademarks Open Text, The Content Experts, and Open Text ECM Suite (this list is not exhaustive). All other products or company names are used for identification purposes only, and are trademarks of their respective owners. All rights reserved. © Copyright 2016 Open Text. All Rights Reserved. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 3 Summary You can enhance your SAP ECC system with OpenText Extended ECM for SAP Solutions® (“Extended ECM”) functionality with which you maintain and access unstructured content items and documents related to your main EHSM objects in a business workspace on OpenText Content Server. This provides you with state-of-the art document management, collaboration and records management capabilities which are tightly integrated into SAP EHSM while providing enterprise access to your content via productivity tools like Microsoft Windows® and Microsoft Office®. The SAP EHSM Solution Accelerator covers one of many possible implementations that use business workspaces to manage documents in SAP EHSM; other implementations are possible. OpenText continuously improves the Extended ECM solution accelerators. We are very much interested in your feedback. Please use the OTDN forum linked to each solution accelerator to give us your feedback. System Prerequisites The following products and components are the basis for this scenario: EHSM Classic: SAP ERP 6.00 To display Specifications (BUS1077) in Content Server, you need SAP ERP 6.00 EhP3 (SAP Component EA-APPL with SP5). EHSM Extension: SAP EHS Management Extension 3.0 with SP3 Extended ECM: SAP Extended ECM 10.0.3 with all its prerequisites The most recent solution accelerator transport package that is available on the OpenText Knowledge Center at https://knowledge.opentext.com/knowledge/cs.dll/Open/41496620 SAP Extended ECM 10.5 SP1 with all its prerequisites The most recent solution accelerator transport package that is available on the OpenText Knowledge Center at https://knowledge.opentext.com/knowledge/cs.dll/Open/41496620. The required additional files for the 10.5 SP1 support are available at https://knowledge.opentext.com/knowledge/cs.dll/Open/62014533 For the prerequisites of Product Safety, see 7.2 Prerequisites on page 59. Solution Accelerator Content SAP transport Content Server category export This documentation https://knowledge.opentext.com/knowledge/cs.dll/Open/41496620 https://knowledge.opentext.com/knowledge/cs.dll/Open/41496620 https://knowledge.opentext.com/knowledge/cs.dll/Open/62014533 SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 4 Package structure /OTX/RMEHSM Topmost package containing all EHSM related packages /OTX/RMEHSM_CLASSIC For Classic EHS. This package is needed only for Specification and Waste Management. Installation is not necessary for the EHSM extension component. /OTX/RMEHSM_EXTENSION For the EHSM Extension component. This package is needed for Incident Management. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 5 Contents Summary ...................................................................................................................................................... 3 System Prerequisites ............................................................................................................................... 3 Solution Accelerator Content ................................................................................................................... 3 Package structure .................................................................................................................................... 4 1 Overview of SAP Environment, Health and Safety Management (SAP EHSM) ............................... 7 1.1 Specification management ............................................................................................................... 8 1.2 Incident management ....................................................................................................................... 8 1.3 Waste management ......................................................................................................................... 9 1.4 Product Safety ................................................................................................................................ 10 2 Solution description ............................................................................................................................ 11 3 New in EHSM Solution Accelerator 2.0 .............................................................................................. 13 3.1 Specification ................................................................................................................................... 13 3.2 Incident ........................................................................................................................................... 13 3.3 Waste Management ....................................................................................................................... 15 3.4 Additional Icons .............................................................................................................................. 17 3.5 Product Safety ................................................................................................................................ 17 4 Customizing Specification .................................................................................................................. 18 4.1 Overview......................................................................................................................................... 18 4.2 UI integration .................................................................................................................................. 19 4.3 Business object declaration........................................................................................................... 20 4.4 Workspace type in Content Server ................................................................................................ 21 Icons for business workspaces ...................................................................................................... 21 4.5 Category and attributes .................................................................................................................. 22 4.6 Business relationships .................................................................................................................... 22 4.7 Receiver module events ................................................................................................................. 22 4.8 Event triggering .............................................................................................................................. 24 4.9 Testing ............................................................................................................................................ 26 5 Customizing Incident ........................................................................................................................... 28 5.1 Overview......................................................................................................................................... 28 5.2 UI integration .................................................................................................................................. 29 5.3 Business object declaration ........................................................................................................... 33 5.4 Workspace type in Content Server ................................................................................................ 34 Icons for business workspaces ...................................................................................................... 34 5.5 Category sets and attributes .......................................................................................................... 34 5.6 Business relationships .................................................................................................................... 36 5.7 Displaying an SAP business object from Content Server .............................................................. 36 SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 6 5.8 Receiver module events ................................................................................................................. 37 5.9 Event triggering .............................................................................................................................. 40 5.10 Testing ............................................................................................................................................ 40 6 Customizing Waste management ....................................................................................................... 44 6.1 Overview: Waste management ...................................................................................................... 44 6.2 UI integration .................................................................................................................................. 45 6.3 Business object declaration ........................................................................................................... 46 6.4 Workspace type in Content Server ................................................................................................ 48 Icons for business workspaces ...................................................................................................... 49 6.5 Category sets and attributes .......................................................................................................... 50 6.6 Business relationships .................................................................................................................... 50 6.7 Receiver module events ................................................................................................................. 51 6.8 Event triggering .............................................................................................................................. 53 6.9 Testing ............................................................................................................................................ 53 7 Customizing Product Safety ............................................................................................................... 59 7.1 Overview......................................................................................................................................... 59 7.2 Prerequisites for Product Safety .................................................................................................... 59 7.3 Reports in Product Safety .............................................................................................................. 60 7.3.1 SOP and MSDS reports .................................................................................................... 60 7.3.2 Inbound reports ................................................................................................................. 65 7.4 Exporting raw reports to business workspaces .............................................................................. 67 7.4.3 Exporting a raw report manually ........................................................................................ 67 7.4.4 Exporting raw reports automatically .................................................................................. 72 7.5 Exporting final reports to business workspaces ............................................................................. 74 7.5.5 Exporting final reports manually ........................................................................................ 74 7.5.6 Exporting final reports automatically ................................................................................. 80 7.5.7 Debugging shipping of a final report.................................................................................. 85 8 About OpenText ................................................................................................................................... 87 SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 7 1 Overview of SAP Environment, Health and Safety Management (SAP EHSM) With the SAP EHSM solution, you can integrate environment, health, and safety (EH&S) compliance functions into global business processes. This helps you address EH&S needs proactively, respond to unplanned events, reduce risk, and improve performance. SAP EHSM supports you in ensuring compliance with regulations for product safety, hazardous substances, dangerous goods, and waste management: Hazardous Substance Management Industrial Hygiene Product Safety and Stewardship (Managing product compliance) Incident Management Occupational Health As SAP EHSM also integrates into key applications such as Plant Maintenance and Manufacturing execution systems, all of your compliance related business processes are aligned, auditable, and transparent. This enables automated reporting, early identification of deviations, and comprehensive site data reporting for enterprise planning and risk management. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 8 1.1 Specification management Specification management is a basic component that is required for several areas of the SAP EHSM component. With the Specification management component, you create specificationsfor EH&S objects such as substances, agents, dangerous goods classifications, waste codes, and packaging, and assign characteristics to these objects using identifiers. For each specification you enter structured data and text information, for example, in the form of phrases. You can find information about Risk and Safety Phrases, material safety data sheet requirements, or physical attributes. The SAP system offers you a selection of typical properties, known as value assignment types, in a property tree. You can assign any number of materials to a specification, thus creating a link to other logistic processes. 1.2 Incident management You use the Incident component in NetWeaver Business Client to initially record and then review and complete incidents, safety observations, and near misses to fulfill your environment, health, and safety requirements on a regional and global scale. This solution provides various methods for recording the data to accommodate online and offline situations as well as skilled and unskilled users. After initial recording, you can collect additional information from the people involved, investigate why an incident occurred, and track the financial impact on the organization and its assets. You can also assess risk, report data internally or externally to fulfill legal, regulatory, and company reporting responsibilities, and analyze aggregated incident data. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 9 Figure 1-1: Incident management overview 1.3 Waste management In enterprises of all kinds, substances and objects accumulate that can no longer be used in the production process and that must be disposed of as waste. Disposal in this sense means either the recycling (recovery) or the disposal (dumping) of waste. Laws and regulations regulate disposal and must be complied with by enterprises. Moreover, the disposal processes tie up resources (personnel, storage, containers, vehicles, and so on) and costs arise for the actual disposal of waste that depend on the quantity and level of risk of the waste and on the situation on the disposal market. The SAP Waste Management transaction supports you in handling waste disposal processes, complying with national and international regulations and laws that are relevant for generation, transport, and disposal, and distributing costs proportionally among the departments within the enterprise that generated the waste. Main waste management pillars: Master Data Management Disposal Processing Disposal Document Management Reporting SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 10 Maintain data for Waste Generator Waste Disposer Waste Transporter Authority Enter waste quantities Trigger purchase orders for disposal Post waste directly to inventory management Create, print and manage disposal documents Create various reports, such as waste life-cycle analyses 1.4 Product Safety The Product Safety area covers processes around product safety reporting. This includes creating maintaining chemical, physical, safety reports and other data for the substances that are used and processed in the EHS Management specification database. When the product is available and all of its data is maintained correctly, this data is used to create Material Safety Data Sheets (SDSs or MSDSs). These data sheet are managed in the EHS Management report information system. They can also be saved in a business workspace. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 11 2 Solution description The SAP EHSM Solution Accelerator uses OpenText Content Server workspace technology to define a container for each EHSM business object of interest. You can leverage Content Server features to provide a rich and effective content management. This solution accelerator provides solutions for the following EHSM areas and business objects: Module Business object Specification Management Specification BUS1077 Incident Management Incident /OTX/RMINC Waste management Waste Generator /OTX/RMWAG Waste Distributor /OTX/RMWAD Waste Transporter /OTX/RMWAT Waste Authority /OTX/RMWAA SAP offers two components for EHS management: EHS component Description Business Objects Package EHSM Classic Is part of SAP ERP Specification Waste Management /OTX/RMEHSM_CLASSIC Component extension for SAP EHS Management Is part of the SAP Business Suite as an ABAP Add-on Incident Management /OTX/RMEHSM_EXTENSION The business objects in the scope of this solution accelerator are all stand-alone business objects. Therefore, this solution accelerator uses a simple business workspace for each. Documents are directly stored in the corresponding business workspace. Connections between business objects are also represented as business relationships. They are maintained for the workspaces. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 12 Upon creation of an SAP EHSM business object, the corresponding business workspace can be created either automatically or manually. For more information about the workspace capabilities, refer to the official Extended ECM for SAP Solutions documentation which is available in the OpenText Knowledge Center (https://knowledge.opentext.com/knowledge/cs.dll/Open/34046660). Basic customizing of Extended ECM For details about SAP Extended ECM, see the official product documentation in OpenText Knowledge Center (https://knowledge.opentext.com/knowledge/cs.dll/Open/34046660). https://knowledge.opentext.com/knowledge/cs.dll/Open/34046660 https://knowledge.opentext.com/knowledge/cs.dll/Open/34046660 SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 13 3 New in EHSM Solution Accelerator 2.0 3.1 Specification Update these category attributes on SAP for the business object declaration in the IMG (transaction SPRO). Category attribute old Category attribute new PP property Spec. Type Specification Type SUBCATEGRY Substance Nature SUBCHARACT Note NOTE 3.2 Incident For the business object Incident, existing categories were enhanced and re-structured in category sets. With this change, customizing of EHSM Solution Accelerator 1.0 has become invalid and must be set up again with the new categories. As set attributes cannot be used for creating name patterns in the configuration, the property provider now provides two stand-alone business attributes INC_ID (Incident ID) and INC_TITLE (Incident title). You can use these attributes to create the names for business attachments and business workspaces. Figure 3-1: Name pattern for business attachments and business workspaces Incident category set: Category attribute PP property Incident Number ID Title TITLE Incident Category Number CATEGORY Incident Category CATEGORY_DESC SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 14 Category attribute PP property Incident Status STATUS_DESC Incident Groups INC_GROUP_DESC Regulations REGULATIONS_DESC Description of Events DESC_TEXT Immediate Actions IMA_DESC_TEXT Fatal Injury / Illness FATALITY_TS Created By USER_ID_CR Technical Key ROOT_KEY Start Date START_DATE Location category set: Category attribute PP property City CITY Country COUNTRY_DESC Location LOC_ROOT_NAME_REF Location Classification LOC_TYPE_DESC Location DescriptionLOC_DESC_TEXT Organizational Unit ORG_DESC Plant PLANT_DESC Postal Code POSTAL_CODE Region REGION_DESC Street / House Number STREET_HOUSE_NUM SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 15 Assets category set: Category attribute PP property Id ID Name ASSET_DESC Type TYPE_DESC Persons Involved category set: Category attribute PP property Full Name FULL_NAME_DISP Role ROLES_SHORT_DESC Starting with this version, the property provider also delivers asset relationships. 3.3 Waste Management From this version on, there is one common category for Waste Generator, Waste Disposer, Waste Transporter and Waste Authority. Waste Generator (/OTX/RMWAG): Category attribute old Category attribute new PP property Company-Internal Procedure Company-Internal Procedure WADEPRO Contact Person Contact Person WACON Date of Last Audit Date of Last Audit WAAUDIT Date of Next Audit Date of Next Audit WANAUDIT Inspector Inspector WAAUDPERS Partner Role Partner Role ID RLTYP Partner type Partner Type ID WABPCAT Partner type descr. Partner Type WABPCATDES SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 16 Category attribute old Category attribute new PP property Role-Dependent Partner Name Partner Name WADESCRPOFG Partner ID PARTNER Plant NAME1 Waste Disposer (/OTX/RMWAD): Category attribute old Category attribute new PP property Company-Internal Procedure Company-Internal Procedure WADEPRO Contact Person Contact Person WACON Date of Last Audit Date of Last Audit WAAUDIT Date of Next Audit Date of Next Audit WANAUDIT Inspector Inspector WAAUDPERS Partner Role Partner Role ID RLTYP Partner type Partner Type ID WABCAT Partner type descr. Partner Type WABPCATDES Role-Dependent Partner Name Partner Name WADESCRPOFG Partner ID PARTNER Plant NAME1 Waste Transporter (/OTX/RMWAT): Category attribute old Category attribute new PP property Company-Internal Procedure Company-Internal Procedure WADEPRO Contact Person Contact Person WACON Date of Last Audit Date of Last Audit WAAUDIT Date of Next Audit Date of Next Audit WANAUDIT Inspector Inspector WAAUDPERS SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 17 Category attribute old Category attribute new PP property Partner Role Partner Role ID RLTYP Partner type Partner Type ID WABPCAT Partner type descr. Partner Type WABPCATDES Role-Dependent Partner Name Partner Name WADESCRPOFG Partner ID PARTNER Waste Authority (/OTX/RMWAA): Category attribute old Category attribute new PP property Contact Person Contact Person WACON Partner Role Partner Role ID RLTYP Partner type Partner Type ID WABPCAT Partner type descr. Partner Type WABPCATDES Partner ID PARTNER 3.4 Additional Icons The package now contains additional icons that you can use for the EHSM workspace types in Content Server. To enable these icons, copy them into the <OPENTEXT CS directory>/support/otsapxecm directory. 3.5 Product Safety The solution accelerator now supports the export of product safety reports to a business workspace. You can export raw reports as well as final reports, both automatically and manually. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 18 4 Customizing Specification 4.1 Overview A specification is a detailed description which outlines objects such as substances, agents, dangerous goods classifications, waste codes, medical data and packaging. Characteristics of these items, such as physical-chemical properties, create date, are defined using identifiers which are a format of structured data. After creating a specification in transaction CG02, a corresponding workspace is created if customized, or it can be created manually. The workspace metadata can be synchronized when a specification is changed. The corresponding workspace can be displayed from the specification workbench via Business Content window. To see the workspace name, which is defined by the [IDENTIFIER] attribute, you maintain a language in ID Category=NAM and ID Type=PROD L=users login language. Otherwise the identifier will not be used to define the workspace name in Content Server. Figure 4-1: Specification transaction CG02 with Business Content window SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 19 4.2 UI integration Figure 4-2: Button to open Business Content window in transaction CG02 To add a Business Content button in transaction CG02: 1. Start transaction SPRO. 2. In the IMG, open Environment, Health & Safety > Basic Data and Tools > Specification Management > Menu Exits for Specification Management > Develop Enhancement for Menu Exit 1. 3. Create a new Project Z_PROJ and enter a short text. 4. Click Enhancement assignments. 5. Add C1020001 (EHS: Menu Exit 1 of Specification Management). 6. Click Components. 7. Double-click Menu exit. Then enter the name of the button in the Function text field. Select icon ICON_BUSINAV_DATAMODEL, enter @51@ as icon text and add Info text. Then click Copy. 8. Click Function exit. In the code, double-click ZXC1AU20 next to INCLUDE. 9. Press Return to confirm message ‘Program names ZX… are reserved for includes of exit function groups’ that is displayed in the status bar. Then click Yes to create the object. 10. Press Enter and insert the following code: data: lh_window type ref to /otx/rmehsm_cl_bc_embedded, l_id type sibfboriid. l_id = i_sub_tab-subid. lh_window = /otx/rmehsm_cl_bc_embedded=>get_instance( pi_bo_type = 'BUS1077' SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 20 pi_bo_id = l_id ). lh_window->set_focus( ). 11. Save and activate the enhancement. 4.3 Business object declaration To configure business workspaces for SAP EHSM business objects, generally proceed as described in the OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD): “Configuring Business workspaces.” Customize the specific settings for the SAP EHSM objects as follows: Figure 4-3: Business object declaration for Specification 1. In the Business Object Declaration dialog, create and configure the following business object declarations: Object Type – BUS1077 Properties Provider – /OTX/RMEHSM_WSCI_CL_WSPP_SPEC Search Help Name – /OTX/RMEHSM_SH_SPEC SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 21 2. Do the corresponding workspace configuration on Content Server. Proceed here as described in the OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD). 3. Content Server categories are imported in an XML file from a transport package. For more information, see OpenText Content Server XML Import and Export Guide (https://knowledge.opentext.com/knowledge/piroot/llescor/v100000/llescor- pgd/en/html/_manual.htm). 4.4 Workspace type in Content Server The following is a sample workspace type configuration for a Specification. Figure 4-4: Sample workspace type configuration for specification Icons for business workspaces You can use the following icons for business workspaces: Specification https://knowledge.opentext.com/knowledge/piroot/llescor/v100000/llescor-pgd/en/html/_manual.htm https://knowledge.opentext.com/knowledge/piroot/llescor/v100000/llescor-pgd/en/html/_manual.htm SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M AT I O N M A N A G E M E N T 22 4.5 Category and attributes For a list of deprecated category attributes, see 3.1 Specification on page 13. Category Attributes Property Specification Specification SUBSTANCE Identifier IDENTIFIER Specification Type SUBCATEGRY Material MATERIAL Substance Nature SUBCHARACT Note NOTE 4.6 Business relationships The following business relationships as implemented in the respective property provider. Business Object Is parent to Is child of Specification Material 4.7 Receiver module events To automatically react on creation, update or even deletion of SAP business objects, you must configure the respective Receiver Module Events in the IMG activity Maintain Receiver Module Events. To configure Receiver Module Events for SAP business objects, generally proceed as described in OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD): “Configuring eventing”. Customize the special settings for the SAP business objects as follows: Notes: Destination of Receiver is set to NONE: the function module is running in the context of the current user. Destination of Receiver is empty: the function module is running as default user wf-batch. In this case the wf-batch user has to be available in OTDS and Content Server. Alternatively, you can insert here an RFC destination that contains a dedicated user. As before, this dedicated user has to be known by OTDS and Content Server. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 23 Figure 4-5: Receiver module event Changed for Specification Change In the Event Type Linkages dialog, click New Entries to customize the following settings: Object Category – Select BOR Object Type. Object Type – enter BUS1077 Event – enter CHANGED.* Receiver Type – enter BUS1077 Receiver Call – select Function Module. Receiver Function Module – enter /OTX/RMEHSM_UPD_SPEC. Destination of Receiver – enter NONE. Linkage Activated – select the check box. Comment:* The business object type BUS1077 only supports the CHANGED event. However if you create a specification, you will also get a CHANGED event. The function module /OTX/RMEHSM_UPD_SPEC redirects the CHANGED event to the appropriate CREATED/CHANGED event according to existing workspaces. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 24 Deletion This action is currently not supported. 4.8 Event triggering Not all BOR objects can trigger all event types by default, therefore in some cases you have to use change documents in order to react on different activities. Make sure, that change documents are written for all the business objects of interests. To maintain change document events, execute the ECMLink > Maintain Change Document Event activity in the IMG. Create the following entries in the Events for Change Document list. Upon adding new entries, you may get the following message “Key for change doc. object <CHANGE DOC> and business object type <BO> are incompatible”. You can ignore this warning. <CHANGE DOC> and <BO> are placeholders for concrete values. Create Change doc. object – ESSUB Object Category – BOR Object Type Object Type – BUS1077 Event – CHANGED Trigger Event – select on Create Figure 4-6: Create event for Specification SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 25 Change Change doc. object – ESSUB Object Category – BOR Object Type Object Type – BUS1077 Event – CHANGED Trigger Event – select on Change Figure 4-7: Change event for Specification SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 26 4.9 Testing Use transaction CG02 to maintain Substances and specification. Create a business workspace from the GOS menu. Figure 4-8: Specification in transaction CG02 SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 27 Figure 4-9: Business Content window for the specification Figure 4-10: Business workspace for the specification in Content Server SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 28 5 Customizing Incident 5.1 Overview Incident management is part of the component extension for EHSM. It is built on the foundation layer of EHSM. You can create the following types of incidents: Incident Near Miss Safety observation From a technical point of view, there is no difference between those types of incidents. However, the type determines the follow-up business processes. This solution accelerator supports all types of incidents. After you create a new incident, the corresponding business workspace is created or it can be created later manually. From this point on, you can leverage all document management features of Content Server. If configured, the workspace metadata is synchronized each time the incident is changed. The workspace itself is displayed as a separate view in the main incident window beside the regular incident views. Incidents have a standard document view, which is delivered by SAP. To reduce confusion for the users, you can hide this view via customizing. If you use the normal incident report for creating an incident, you may attach documents to the incident. These documents are managed via the customized attachment folder and are independent from the related workspace. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 29 Figure 5-1: Workspace tab in an Incident 5.2 UI integration You can use SAP’s floor plan manger to enhance the component configuration EHHSS_INC_REC_OIF_V3 of component FPM_OIF_COMPONENT. Add a new Workspace tab. Use the /OTX/RMEHSM_INC_WSP component to display the workspace. To integrate the Workspace tab in Incident Management: 1. Run transaction SE80 and open the FPM_OIF_COMPONENT WebDynpro component. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 30 2. Display the EHHSS_INC_REC_OIF_V3 component configuration. 3. Click Start Configurator. 4. Use the Other Functions menu to create an enhancement of the current configuration. 5. Open the enhancement in change mode. 6. Click Add Main View on the right side to add a new tab. 7. Fill in the fields: SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 31 Mainview ID: WSP_COMP Mainview Name: Workspace 8. Open the tree on the left and fill in the UIBB values. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 32 9. In in the IMG, open the node SAP EHS Management > Incident Management > General Configuration > Assign Access Level to Tabs. 10. Add a new entry: Configuration Code: can be any name. Access Level: select Basic Information. Incident Main View: Mainview ID from the Floorplan configuration before. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 33 5.3 Business object declaration To configure business workspaces for SAP EHSM business objects, generally proceed as described in the OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD): “Configuring Business workspaces.” Customize the specific settings for the SAP EHSM objects as follows: Figure5-2: Business object declaration for Incident 1. In the Business Object Declaration dialog, create and configure the following business object declarations: Object Type – /OTX/RMINC Properties Provider – /OTX/RMEHSM_WSCI_CL_WSPP_INC Search Help Name – /OTX/RMEHSM_SH_INCIDENT Workspace name - [INC_ID] - [INC_TITLE] 2. Do the corresponding workspace configuration on Content Server. Proceed here as described in the OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD). 3. Content Server categories are imported in an XML file from a transport package. For more information, see OpenText Content Server XML Import and Export Guide SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 34 (https://knowledge.opentext.com/knowledge/piroot/llescor/v100000/llescor- pgd/en/html/_manual.htm). 5.4 Workspace type in Content Server The following is a sample workspace type configuration for an Incident. Figure 5-3: Sample workspace type configuration for Incident Icons for business workspaces You can use the following icons for business workspaces: Incident 5.5 Category sets and attributes For a list of deprecated category attributes, see 3.2 Incident on page 13. https://knowledge.opentext.com/knowledge/piroot/llescor/v100000/llescor-pgd/en/html/_manual.htm https://knowledge.opentext.com/knowledge/piroot/llescor/v100000/llescor-pgd/en/html/_manual.htm SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 35 Category set Attributes Property Incident Incident Number ID Title TITLE Incident Category Number CATEGORY Incident Category CATEGORY_DESC Incident Status STATUS_DESC Incident Groups INC_GROUP_DESC Regulations REGULATIONS_DESC Description of Events DESC_TEXT Immediate Actions IMA_DESC_TEXT Fatal Injury / Illness FATALITY_TS Created By USER_ID_CR Technical Key ROOT_KEY Start Date START_DATE Location Plant PLANT_DESC Location LOC_ROOT_NAME_REF Location Description LOC_DESC_TEXT Location Classification LOC_TYPE_DESC Street / House Number STREET_HOUSE_NUM Postal Code POSTAL_CODE City CITY Country COUNTRY_DESC Region REGION_DESC Organizational Unit ORG_DESC Assets Type TYPE_DESC Name ASSET_DESC SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 36 Category set Attributes Property Id ID Persons Involved Role ROLES_SHORT_DESC Full Name FULL_NAME_DISP 5.6 Business relationships The following business relationships as implemented in the respective property provider. Business Object Is parent to Is child of Incident Equipment Functional Location 5.7 Displaying an SAP business object from Content Server You can use the Display functionality of a business workspace (Function menu > Properties > General > Display) to display the corresponding SAP business object. Most objects do not need additional setup; however, Incident management requires additional steps. Change the display URL of the Configure Business Object Type administration page to the following: $SapSystemUrl$/sap/bc/webdynpro/sap/ehhss_inc_rec_oif_v3;?KEY=$attribute:catn ame=<catid>,attrname=Tech.Key$ Replace <catid> with the incident category ID. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 37 Figure 5-4: Display URL for business object type The Tech.Key attribute must be filled in for a given incident. 5.8 Receiver module events the respective Receiver Module Events in the IMG activity Maintain Receiver Module Events. To configure Receiver Module Events for SAP business objects, generally proceed as described in OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD): “Configuring eventing”. Customize the special settings for the SAP business objects as follows: Notes: Destination of Receiver is set to NONE: the function module is running in the context of the current user. Destination of Receiver is empty: the function module is running as default user wf-batch. In this case the wf-batch user has to be available in OTDS and Content Server. Alternatively, you can insert here an RFC destination that contains a dedicated user. As before, this dedicated user has to be known by OTDS and Content Server. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 38 Figure 5-5: Receiver module event Created for Incident Creation 1. In the Event Type Linkages dialog, click New Entries to customize the following settings: Object Category – Select ABAP Class Object Type – enter CL_EHHSS_PCO_INC_LC Event – enter CREATED Receiver Type – enter /OTX/RMINC Receiver Call – select Function Module Receiver Function Module – enter /OTX/RMEHSM_HND_INC_WFE Destination of Receiver – enter NONE Linkage Activated – select the check box. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 39 Figure 5-6: Receiver module event Changed for Incident Change 1. In the Event Type Linkages dialog, click New Entries to customize the following settings: Object Category – Select BOR Object Type Object Type – enter /OTX/RMINC Event – enter CHANGED Receiver Type – enter /OTX/RMINC Receiver Call – select Function Module Receiver Function Module – enter /OTX/RMEHSM_HND_INC_WFE Destination of Receiver – enter NONE Linkage Activated – select the check box. Deletion This action is currently not supported. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 40 5.9 Event triggering Create If the EHSM component is set up correctly, the system automatically triggers the create event. Change 1. Start transaction SPRO and open the following: SAP Customizing Implementation Guide > Cross-Application Components > Processes and Tools for Enterprise Applications > Reusable Objects and Functions for BOPF Environment > Maintain BO-specific Change Document Objects. 2. Search the entry for Business Object EHHSS_INCIDENT and modify the value according the following: Change doc. object: EHHSS_INCIDENT Change Doc. Class: /OTX/RMEHSM_CL_CDCALLBACK Figure 5-7: Change document adapter for Incident 5.10 Testing 1. Open NetWeaver Business Client (transaction NWBC) and log in with an Incident related role, for example Incident Manager. 2. Create a new incident. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 41 Figure 5-8: Incident 3. Click the Business Workspace tab and create a new business workspace. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 42 Figure 5-9: Business workspace for the Incident 4. You can now also view the business workspace in Content Server. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 43 Figure 5-10: Business workspace for the incident in Content Server SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 44 6 Customizing Waste management 6.1 Overview: Waste management The waste management solution focuses on the integration into waste management master data management. The waste management business partner is the central data object for uniformly modeling a person, institution, or organizationalunit involved in the generation, transportation, or disposal of a waste. You always access master data editing via an involved waste management business partner. The solution accelerator delivers integration for the four predefined business partner roles. Depending on the customizing, a workspace is created when a new instance of a particular role is created or it can be created later manually. If configured, the role properties can be synchronized automatically with the workspace after changing a role. The corresponding workspace is displayed on a new separate tab in the Role Maintenance transaction. Figure 6-1: Business workspace for the Waste Generator business object SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 45 6.2 UI integration To embed the Business Content window into the waste management transaction, you use the BDT framework capabilities. 1. Start transaction WASS102 to create a new view. a) Click New entries and fill in the form as follows: View Choose an arbitrary identifier Description Business Content Application WAM Differentiation Type 0 Data Set BUS000 Entry view Select Dialog view Select Program Name /OTX/SAPLRMEHSM_WASTE_MNG Screen Number 0100 Data screen Select b) Save the entries. 2. Start transaction WASS103 to create a new section. a) Click the new button and fill in the form as follows: Section Any arbitrary section identifier Description Business Content Title Business Content b) Click the Section > Views node on the left side. c) Click the new button and fill in the form as follows: Item 100 View Add the newly created view d) Save the entries. 3. Start transaction WASS104 to create a new screen. a) Click the new button and fill in the form as follows: SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 46 Screen Any arbitrary identifier Description Business Content Screen title Business Content Data screen Select BDT Select Normal Select b) Click the Screen > Sections tree node on the left side. c) Click the new button and fill in the form as follows: Item 10 Sect. WAA105 Item 20 Sect. Add the newly created section 4. Customize the waste management role: Note: Each waste management role can be customized differently. Follow the following steps for each role of interest. a) Start transaction WASS105. b) Mark the screen sequence of interest, for instance Waste Generator. c) Click the Screen Sequence > Screens node on the left side. d) Click the new entries button and fill in the form as follows: Item Any arbitrary item number(the screen order depends on the item number) Screen Add the newly created screen e) Save the entries. 6.3 Business object declaration To configure business workspaces for SAP EHSM business objects, generally proceed as described in the OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD): “Configuring Business workspaces.” Customize the specific settings for the SAP EHSM objects as follows: SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 47 Figure 6-2: Business object declaration for Waste Generator 1. In the Business Object Declaration dialog, create and configure the following business object declarations: For the Waste Generator business object: Object Type – /OTX/RMWAG Properties Provider – /OTX/RMEHSM_WSCI_CL_WSPP_WAGEN Search Help Name – /OTX/RMEHSM_SH_WASTE_GEN Workspace name - [PARTNER] - [WADESCRPOFG] For the Waste Disposer business object: Object Type – /OTX/RMWAD Properties Provider – /OTX/RMEHSM_WSCI_CL_WSPP_WADIS Search Help Name – /OTX/RMEHSM_SH_WASTE_DISP Workspace name - [PARTNER] - [WADESCRPOFG] For the Waste Transporter business object: SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 48 Object Type – /OTX/RMWAT Properties Provider – /OTX/RMEHSM_WSCI_CL_WSPP_WATRA Search Help Name – /OTX/RMEHSM_SH_WASTE_TRAN Workspace name - [PARTNER] - [WADESCRPOFG] For the Waste Authority business object: Object Type – /OTX/RMWAA Properties Provider – /OTX/RMEHSM_WSCI_CL_WSPP_WAAUT Search Help Name – /OTX/RMEHSM_SH_WASTE_AUTH Workspace name - [PARTNER] 2. Do the corresponding workspace configuration on Content Server. Proceed here as described in the OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD). 3. Content Server categories are imported in an XML file from a transport package. For more information, see https://knowledge.opentext.com/knowledge/piroot/llescor/v100000/llescor- pgd/en/html/_manual.htm. 6.4 Workspace type in Content Server The following is a sample workspace type configuration for a Waste Generator. https://knowledge.opentext.com/knowledge/piroot/llescor/v100000/llescor-pgd/en/html/_manual.htm https://knowledge.opentext.com/knowledge/piroot/llescor/v100000/llescor-pgd/en/html/_manual.htm SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 49 Figure 6-3: Sample workspace type configuration for a Waste Generator Icons for business workspaces You can use the following icons for the waste related business workspaces: Waste Generator Waste Disposer Waste Transporter Waste Authority SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 50 6.5 Category sets and attributes For a list of deprecated category attributes, see 3.3 Waste Management on page 15. Category Attributes Property Waste Partner Type ID WABPCAT Partner Type WABPCATDES Partner Role ID RLTYP Partner Name WADESCRPOFG Date of Last Audit WAAUDIT Date of Next Audit WANAUDIT Inspector WAAUDPERS Contact Person WACON Company-Internal Procedure WADEPRO Plant NAME1 Partner ID PARTNER 6.6 Business relationships The following business relationships as implemented in the respective property provider. Business Object Is parent to Is child of Waste Generator (/OTX/RMWAG) Material Waste Generator (depending on partner type) Waste Generator (depending on partner type) Waste Disposer Waste Transporter Waste Authority Waste Disposer Material Waste Disposer SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 51 (/OTX/RMWAD) Waste Generator (depending on partner type) Waste Disposer Waste Transporter Waste Authority Waste Transporter (/OTX/RMWAT) Material Waste Generator (depending on partner type) Waste Disposer Waste Transporter Waste Authority Waste Authority (/OTX/RMWAA) — — 6.7 Receiver module events To automatically react on creation, update or even deletion of SAP business objects, you must configure the respective Receiver Module Events in the IMG activity Maintain Receiver Module Events. To configure Receiver Module Events for SAP business objects, generally proceed as described in OpenText ECMLink for SAP Solutions - Customizing Guide (ERLK-CGD): “Configuring eventing”. Customize the special settings for the SAP business objects as follows: Notes: Destination of Receiver is set to NONE: the function module is running in the context of the current user. Destination of Receiver is empty: the function module is running as default user wf-batch. In this case the wf-batch user has to be available in OTDS and Content Server. Alternatively, you can insert here an RFC destination that contains a dedicated user. As before, this dedicated user has to be known by OTDS and Content Server.SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 52 Figure 6-4: Receiver module event Created for Waste Authority (object type /OTX/RMWAA) You can create event type linkages for the Created and for the Change event for the following Waste management objects: Waste Generator: /OTX/RMWAG Waste disposer: /OTX/RMWAD Waste transporter: /OTX/RMWAT Waste authority: /OTX/RMWAA Creation 1. In the Event Type Linkages dialog, click New Entries to customize the following settings: Object Category – select BOR Object Type Object Type – Waste business object type Event – enter CREATED Receiver Type – Waste business object type Receiver Call – select Function Module SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 53 Receiver Function Module – enter /OTX/RM_WSC_UPD Destination of Receiver – enter NONE Linkage Activated – select the check box. Change 2. In the Event Type Linkages dialog, click New Entries to customize the following settings: Object Category – Select BOR Object Type Object Type – Waste business object type Event – enter CHANGED Receiver Type – Waste business object type Receiver Call – select Function Module Receiver Function Module – enter /OTX/RM_WSC_UPD Destination of Receiver – enter NONE Linkage Activated – select the check box. Deletion This action is currently not supported. 6.8 Event triggering 1. Start transaction WASS106. 2. Mark the DSAVE event and double-click Event > Function Modules on the left side. 3. Create a new entry: o Choose any arbitrary number for the item o Function module name: /OTX/RMEHSM_HND_WASTE_SAVE o Call: X o Appl.: WAM 6.9 Testing 1. Use transaction WASM101 to access Waste Management. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 54 Figure 6-5: Select a role 2. Select Waste Generator and open a Waste Generator business partner. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 55 Figure 6-6: Waste Generator details screen 3. Open the Business Content tab. 4. If no automatic creation of business workspaces is configured, right-click the Business Workspace node and select Create Business Workspace. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 56 Figure 6-7: Create Business Workspace The business workspace is displayed. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 57 Figure 6-8: Business workspace in Business Content tab 5. You can now also view the business workspace in Content Server. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 58 Figure 6-9: Waste Generator business workspace in Content Server SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 59 7 Customizing Product Safety 7.1 Overview Report generation You can use report generation to create any number of multilingual reports that can contain data from the substance database. Report management Report management supports the management and release of reports, for example, material safety data sheets and labels. Using status management, you can set up a controlled release process according to your own individual needs. By adding data from an actual substance, a report is generated from the report template that is created for a certain language and jurisdiction. This report is then available in R/3 document management for all R/3 users in a company. By transferring current data (such as material number, company name and logo) this report is transferred to the final report to be dispatched. The entire report request can be triggered manually or automatically. Report shipping Report shipping is used for shipping finished reports, taking into account the relevant valid legal regulations. In addition, you can use report management to trigger the printing of reports at a later point in time. As well as the automatic triggering from within SAP R/3 SD Shipping, you can create a shipping order for reports manually. Bundling the substance reports according to certain criteria (such as envelope used, e-mail size or recipient) is also possible. Subsequent shipping of reports is carried out automatically using a date-controlled check routine. Reports can also be subsequently shipped automatically if the report has changed because relevant changes were made to substances or phrases. Reports that were created as inbound documents can also be shipped. Report information system You can use the report information system to display all reports for a substance in the form of a report tree. The current (released) version of a report is highlighted in the report display. Historical versions of a report can also be displayed. The report information system can also be started from a material for which reports are to be displayed. This function can also be used from within documents from R/3 Shipping. 7.2 Prerequisites for Product Safety Prerequisites from EHSM Solution Accelerator 1.0 are met. WWI server and all EHSM configurations are customized for report management and report shipment. Check the EHSM prerequisites with your EHSM consultant. To enable the final report solution you need ABAP development knowledge. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 60 EA-APPL Rel. 605, Level 0005: This solution accelerator needs at least EA-APPL Rel. 605, Level 0005 in order to fully use the final report functionality with different renditions for final reports. If you have EA-APPL < Rel.605, Level 0005, you cannot get another rendition with the EHSM function module C14S_DOCUMENT_ORIGINAL_COPY. This would have been important, for example in case of LET/FAX. LET/FAX often uses the formats PS or PC”. In OpenText Content Server, you would need another format. In this case you have to program more lines of code yourself than it is outlined in this solution accelerator. 7.3 Reports in Product Safety This section explains basic information about EHSM Product Safety. EHSM experts can skip this section. Principle legal regulations oblige companies to provide data reports for the sold materials to their customers. 7.3.1 SOP and MSDS reports The production of the final report which you send to the customer passes several stages. This applies to the following: Standard Operating Procedures (SOP) Material Safety Data Sheets (MSDS) SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 61 Figure 7-1: Reports in Product Safety Substance management forms the basis for all other SAP EH&S functions and provides the infrastructure for further applications in the SAP system. Using substance management, you can enter and identify all kinds of substances (pure substances, preparations, mixtures, polymers, and so on) and describe them with properties. The substance properties can be changed both quickly and flexibly. You can also extend them and arrange them into properties trees that the user can define. 1. In transaction CG02 you can see a substance: SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 62 Figure 7-2: Substance with Property tree 2. From the menu, select Specification > Reports > CreateReport to create a raw report: Figure 7-3: Select variant for report creation The raw report contains data from the specification, but the parameters and material name are still placeholders. The generation variant (transaction CG2B) is the link between a report template (transaction CG42) and specification data (transaction CG02). The report template defines the layout of your report by using word symbols where data should be replaced. In the generation variant you define among others: Report template Status the raw report has after its generation SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 63 Rating/Validity: Priority which data should be used first in raw report: In case you have two data sets on a specification parameter: One dataset with classification SPECIF, another with classification PUBLIC, define which dataset is used In the report information system (transaction CG54, report category = MSDS), you see the raw reports that are generated by the WWI server: Figure 7-4: Raw reports in the report information system 3. To generate the shipping order of the final report for a raw report, select the raw report. Then select from the menu Report > Send. 4. Select a material and then enter the report shipping parameters: SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 64 Figure 7-5: Shipping parameters You can create a shipping order for a customer (= debtor), Office User (needs an HR-Account) or report recipient directly. 5. In the Edit Shipping Orders screen (transaction CVD1), you see this sort of shipping order with the reason = MAN_CALL (manual call): If you trigger a shipment for this shipping order, the shipment runs through several stages: SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 65 - Checks whether multiple deliveries of the same material are to be shipped to the same customer - Checks whether the MSDS is already sent - Bundling (e.g. determines how many bytes can contain one email) - Generation of the final report by WWI server - Generation of the cover sheet - Ship to printer/fax/email - (Acknowledgement of receipt, only if customized) The final report contains the data of the recipient, all parameter symbols are replaced by specification data and the material name symbol is replaced by a specific material as well. The raw report with its parameter values from transaction CVD1 is the proof for legal regulation that the final report is shipped to the customer. Raw reports are never deleted in SAP DMS. In case of new version of raw reports the old reports can be set in status “historical”. Final reports are only stored temporarily in SAP DMS. After shipment they are deleted by a job after a defined time. Reports are only if the final report flag is disabled. To enable the final report flag, see 7.5.6 Exporting final reports on page 80. 7.3.2 Inbound reports Sometimes the companies have their own documents, for example descriptions of production processes. These documents can be uploaded in SAP in the Import Single Report screen (transaction CG36VEN) with generation variant IBD_MSDS: SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 66 Figure 7-6: Importing a single report (transaction CG36VEN) In transaction CG54 with report category = IBD_MSDS, you see the uploaded documents: SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 67 Figure 7-7: Uploaded documents (transaction CG54) 7.4 Exporting raw reports to business workspaces Raw reports of report category IBD_MSDS, SOP or MSDS can be stored in a business workspace. For this, you export them from the SAP system, either manually or automatically. 7.4.3 Exporting a raw report manually For the manual export of raw reports to a business workspace, you can use the following approaches: 1. Store raw report in transaction CG54. 2. Select either menu option a. Report > Export > <your user exit> b. Utilities > <your user exit> 7.4.3.1 Export approach If you use the Export option, you can select several reports and store them in the respective business workspace in Content Server. Drawback of this approach is that you have to enter the material name for each selected report, which you actually do not need for a raw report. 1. In transaction CG54, select one or several documents 2. From the menu, select Report > Export. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 68 Figure 7-8: User exits This entry uses the function module /OTX/RMEHSM_EXPORT_DOCS_RAW that creates the raw reports in the business workspace of the corresponding specification. The business workspace for the corresponding Specification has to exist in Content Server The default directory in which the report is stored is called Raw Reports.This folder must exist in the business workspace. The default format of the raw report is RTF. If the raw report already exists in Content Server, the report is added as a new version. You can copy this function module and adapt it to your own needs. To configure the Export approach: 1. In the IMG, go to Environment, Health & Safety > Basic Data and Tools > Basic Settings > Manage User Exits: SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 69 Figure 7-9: Function module assignment 2. Create a new entry: User Exit Category: SRE_EXPOMN User Exit: OT_EXPRAW Function Module: /OTX/RMEHSM_EXPORT_DOCS_RAW User Exit Description: Export raw reports to business workspace Function Module: CVE9_RDO_DOKX_EXPORDS_CREATE 7.4.3.2 Utilities approach If you use the Utilities approach, you can only store the last selected report in the business workspace. However, you are not asked to enter the material name. 1. In transaction CG54, select one document. Then select from the menu Utilities > Create Raw Report in Business Workspace. To configure the Utilities approach: 1. In the IMG, go to Environment, Health & Safety > Product Safety > Report Information System > Menue Exits > Develop Enhancement for Menu Exit 1. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 70 Figure 7-10: Enhancement for User Exit 2. Create your project. 3. You can create the menu option for the user exits for Report Management (transaction CG50) and for Report Information System (transaction CG54). The following explains the customizing for Report Information System. Enhancement for report management is similar. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 71 4. Double-click Menu exit and enter text as required 5. Double-click Function exit: 6. Double-click ZXC1AU12, then press Return. 7. Enter the following text: data: ls_estdh type estdh. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 72 move-corresponding x_leaf_tab to ls_estdh. call function '/OTX/RMEHSM_EXPORT_DOC_RAW' exporting i_estdh = ls_estdh. 7.4.4 Exporting raw reports automatically The automatic export of raw reports is done automatically by a daily background job, which you have to create. This job executes the /OTX/RMEHSM_PROD_SAF_EXP_RAW report, which stores the raw reports with state Released (= W7) and of the currentday. 7.4.4.1 Configuration 1. Create a daily background job for the report /OTX/RMEHSM_PROD_SAF_EXP_RAW. a. Use transation SM36 to define the background job. Figure 7-11: Create a background job b. Enter as step of the job the ABAP program /OTX/RMEHSM_PROD_SAF_EXP_RAW. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 73 Figure 7-12: Steps of background job SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 74 7.5 Exporting final reports to business workspaces Final reports can be created and stored in a business workspace on Content Server by SD_CALL or by export functionality (EXP_CALL) of EHSM. 7.5.5 Exporting final reports manually For the manual export of final reports to a business workspace, this solution accelerator leverages the export user exit of the report information system (transaction CG54). 1. In transaction CG54, select one or several documents. 2. From the menu, select Report > Export. Figure 7-13: User Exit This entry uses the function module similar to /OTX/RMEHSM_EXPORT_DOCS_FINAL. Eventually you have to create your own function module that creates the final report in the business workspace of the corresponding material after you shipped it in transaction report shipping orders (transaction CVD1). The business workspace for the material must already exist in Content Server The default folder in which the report is stored is called Final Reports. This folder must exist in the business workspace. If the report already exists, a new version is created. You can modify the function module to meet your needs. To create a shipment: 1. Use transaction CVD1 to edit a shipping order. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 75 Figure 7-14: Edit Report Shipping Orders (transaction CVD1) 2. Press Enter. Figure 7-15: Released shipping order As this order was triggered in transaction CG54 by menu option Report > Export, the export reason is EXP_CALL. 3. Select the order and click Accept. This changes the order status to In Work. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 76 4. Select the order again and click Ship immediately: 5. Confirm the message, click Yes. The order is bundled, generated etc.: SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 77 When the status is Completed, the final report is stored in the business workspace of the corresponding material. To check the material assignment for a shipping order: 1. Select a shipping order and click Parameter Values. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 78 Figure 7-16: Parameter values for a shipping order To configure manual export of final reports: 1. If you have EA-APPL Release 605 Level 0005 do the following: a. Copy the function module /OTX/RMEHSM_EXPORT_DOCS_FINAL of package /OTX/RMEHSM_CLASSIC to your local area. b. Name it z_rmehsm_exports_docs_final c. Delete the code remarks after „STEP 1: Check preconditions“. 2. Alternatively, do the following: a. Copy the function module CVE9_RDO_DOKX_EXPORT from package CVDD in your local area. b. Copy both the declaration and code between the comments into your function module to the respective places. “" Begin of the Open Text own storage of the final report.” And" End of the Open Text own storage of the final report.” c. Delete the dispensable lines (here compare with /otx/rmehsm_export_docs_final). SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 79 3. Insert the respective includes into the top include of your function module. Type-pools CVDDS. Include CVDD09. Include CBUI09. Include CVDD08. Include CVDD05. Include CBUI15. 4. Check and activate your function module z_rmehsm_exports_docs_final. 5. In the IMG, go to Environment, Health & Safety > Basic Data and Tools > Basic Settings > Manage User Exits 6. Make Create a new entry with the following parameters: Change User Exit Description of entry User Exit Cat. SRE_EXPOMN with User Exit DOKX_EXOMN to Shipping Order for Business Workspace. Figure 7-17: Rename user exit description SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 80 7.5.6 Exporting final reports automatically The automatic export of final reports can be triggered by business processes, for example: - Material is sold > sales document is created - Material is delivered > shipping document is created To configure automatic report export: If you want to save the final report in a business workspace in addition to the standard shipping, you have to do the following: 1. Copy the corresponding shipping function module and insert after data declaration these lines: " Save final report into Open Text Content Server: call function <your created Open Text Final Report function module> tables x_rdo_header_tab = x_rdo_header_tab. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 81 2. Assign corresponding includes to your function group, for example: Type-pools CVDDS. Type-pools CVDA1. INCLUDE CBUI00. Include CVDD09. Include CBUI09. Include CVDD08. Include CVDD05. Include CBUI15. 3. Copy subroutines L_CHECK_SPOOL_PRECOND() from package CVDD, function group CVEQ. 4. Save and activate the copy. 5. In IMG, go to Environment, Health & Safety > Basic Data and Tools > Basic Settings > Manage User Exits. 6. Edit the entry for User Exit Cat. SRE_DIST, User Exit EHS_SEND_L: Enter your copied Function module. 7. Do the same for User Exits EHS_SEND_F, EHS_SEND_I and EHS_SEND_R. SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 82 The following table gives a suggestion which standard function modules have to be replaced by your copied function modules to save the final report not only to the standard communication types but also to the business workspace in Content Server. Communication Type Standard Function Module LET CVEQ_SEND_TO_SPOOL FAX CVEQ_RDO_SEND_TO_FAX INT CVEQ_RDO_SEND_TO_INTERNET RML CVEQ_RDO_SEND_TO_RML 7.5.6.1 Choice of Format If you also use LET and FAX for shipping you must also use the Disp./Backup format from your LET/FAX communication. The standard output format PS in not useful in Content Server. To change the format: 1. In IMG, go to Environment, Health & Safety > Product Safety > Report Shipping > Basic Settings > Specify Communication, for example LET. Figure 7-18: Change format In this case the Disp./Backup format is PDF. However, this format is only generated if you customize it for final reports: In IMG, go to Environment, Health & Safety > Product Safety > SAP EHSM SAP Extended ECM Solution Accelerator E N T E R P R I S E I N F O R M A T I O N M A N A G E M E N T 83 Report Shipping > Basic Settings > Specify Shipping Reason and set the flag for SD_CALL/DELIVERY/MSDS_DIST: Figure 7-19: Set Display and Backup format for final reports Only if this flag is set, the special Disp./Backup format is generated, otherwise you only have the format of the output format: PS for FAX/LET. To delete the generated final reports even if the final report flag is set:
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