Linking FileNet P8 objects manually to SAP

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You can link documents, folders, search templates, and stored searches manually. The users who view a linked document always see the current version of that document. Starting with Fix Pack 1, you can also make specific document versions available for viewing.

Before you begin

  1. Planning for FileNet P8 documents
  2. Configuring IBM Content Navigator for linking IBM Content Manager and FileNet P8 objects manually to SAP.
  3. If the documents are to be linked by creating work items in an SAP workflow, complete this task: Associating documents with a specific SAP workflow.
  4. In Administration Feature, at least one document-linking profile for a logical FileNet P8 archive must exist for the linking method that you want to use. In addition, the profile must be enabled for manual linking.

Procedure

Complete these steps to link one or more objects:

  1. Open a web browser and then open the IBM Content Navigator desktop that was created for linking documents manually, by typing the following URL: 
    protocol://hostname:portnumber/context_root/?desktop=desktop_id

    You must have access to this desktop.

    For example, type:
    https://myserver.com:9443/navigator/?desktop=iccsaplink
  2. Log on to this desktop.
  3. In the plug-in pane on the left, click the Open Browse View icon Open Browse View.
  4. In the navigation pane on the left, select the repository that contains the objects that are to be linked.
    When prompted, log on to the repository.
  5. In the navigation pane, open the folder that contains the objects.
  6. Select the objects that you want to link with the same linking method and for which you want to use the same document-linking profile. Proceed as follows:
    • To link documents, folders, search templates, stored searches, you have the following options:
      • If your IBM Content Navigator administrator added the link action to the context menus, right-click the selected objects and then click Link > Link to SAP.
      • If your IBM Content Navigator administrator added the link action to the toolbar menus, click Link to SAP.
    • Fix Pack 1 To link documents of which a specific version is to be made available for viewing, complete these steps:
      1. Right-click the document and then click Properties.
      2. On the Versions page, right-click the version that is to be made available for viewing. Then, click Link to SAP.
  7. In the Link Objects to SAP window, select the appropriate document-linking profile.
    The document-linking profile determines the linking method. Starting with Fix Pack 1, the profile also determines which document version is made available for viewing.
  8. Fix Pack 1 If your IBM Content Navigator administrator lets you decide which document version is to be made available for viewing, the Display the current version of the documents check box is displayed. Select or clear this check box.
  9. Click Send Bar Codes or Create Work Items, depending on the linking method that is defined in the selected document-linking profile.