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OpenText Vendor Invoice Management For SAP Solutions 7.5 SP5 - Installation Guide English (VIM070500-05-IGD-En-2)
OpenText Vendor Invoice Management For SAP Solutions 7.5 SP5 - Installation Guide English (VIM070500-05-IGD-En-2)
Installation Guide
VIM070500-05-IGD-EN-2
OpenText™ Vendor Invoice Management for SAP® Solutions
Installation Guide
VIM070500-05-IGD-EN-2
Rev.: 21. Dec. 2016
This documentation has been created for software version 7.5 SP5.
It is also valid for subsequent software versions as long as no new document version is shipped with the product or is
published at https://knowledge.opentext.com.
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Disclaimer
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 About Vendor Invoice Management 9
7 Upgrading ................................................................................. 53
7.1 Upgrade overview ........................................................................... 53
7.2 Handling workflow container inconsistencies ..................................... 55
7.3 Upgrading SAP ERP ....................................................................... 56
7.4 Upgrading VIM ................................................................................ 60
7.5 SAP S/4HANA conversion ............................................................... 66
7.6 Post installation activities after an upgrade ........................................ 67
8 Troubleshooting ...................................................................... 73
8.1 FAQs ............................................................................................. 73
OpenText Vendor Invoice Management for SAP Solutions – Installation Guide iii
VIM070500-05-IGD-EN-2
Table of Contents
24 Installing Web Viewer for the Mobile Approval Portal ....... 181
OpenText Vendor Invoice Management for SAP Solutions – Installation Guide vii
VIM070500-05-IGD-EN-2
Part 1
About Vendor Invoice Management
Part 1 About Vendor Invoice Management
Patches Patches (Hot Fixes), Support Packages and the latest versions of the Release Notes
for VIM are available on OpenText My Support: https://knowledge.opentext.com/
knowledge/llisapi.dll/Open/10151605. The latest versions of the documentation are
also available on My Support: https://knowledge.opentext.com/knowledge/
llisapi.dll/Open/10151494.
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.
VIM features the optional component Web Invoice Approval. The target audience for
this component includes:
• Site administrators
• Database administrators
• Network administrators
This part describes the installation of the SAP ERP component of Vendor Invoice
Management (VIM).
Note: With VIM 7.5 SP3 and later, VIM supports SAP S/4HANA on Premise, as
well. There is no separate installation guide for the S/4HANA version, but
there are separate Release Notes. In general, what is said in this guide for SAP
ERP, is valid as well for SAP S/4HANA on Premise. If this is not the case, there
is an explicit remark.
2.1 General
Caution
The following information is very important. Read the table carefully
before the installation.
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
configured correctly, indicated by the icon. It is very important that, in the
Maintain Runtime Environment node, Configure RFC destination has the
icon.
Note: Check for and download the available latest support packs and hot fixes
on OpenText My Support: https://knowledge.opentext.com/knowledge/
llisapi.dll/Open/10151605.
The following table shows the passwords for VIM installation, SAP ERP upgrade
and VIM upgrade.
The following components must be installed for SAP ERP 6.0 up to EHP8:
Note: For a list of all currently supported combinations of VIM versions and
SAP products, see SAP Note 2339256 (https://launchpad.support.sap.com/#/
notes/2339256).
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.
Some steps of the installation and upgrade procedures make use of transports. These
transports have been created in the OpenText development or packaging systems.
These systems do not have the same components and component versions as your
systems. So, when the transport is imported, you must select the Ignore invalid
component version check box.
This chapter describes the installation of the Basis package of Vendor Invoice
Management (VIM) on an SAP ERP system. Read also “Preparing installation“
on page 15 with general information on installation in an SAP environment.
1. 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).
3. Add the support packages to the queue now. Adding support packages at this
point saves time and is a safer variant of the installation.
Important
• If your SAP system is ERP 6.0 EHP8 or later, respectively S/4HANA
1511 on premise or later, add at least the VIM 7.5 support packages
SP1, SP2, and SP3 to the installation queue.
• After that, start the import and start the installation with target
support level SP3 or later.
• Do not try to import only the basis package, you will get stuck.
4. Carry out the import of the package(s) as described in the respective SAP
documentation.
5. To finish installation, install the most recent VIM 7.5 Support Package (SP). You
find the SPs on My Support: https://knowledge.opentext.com/knowledge/cs.dll/
Open/10151605. For further information, see the Release Notes of the respective
SP.
Notes
• For every client, you must activate new BC Sets after installing VIM 7.5.
• You have to login in English to activate the BC Sets.
• Always use “Expert mode” to activate the BC sets.
• You need the appropriate security authorization to run some of the
transactions.
• Depending on the SAP version, the following screens might look different on
your system.
Activate the BC set in the Configuration client of the Development system and create
a transport from BC set activation, move the transport to required systems.
Don’t activate the BC set in the production system. Create a customization transport
in Development System configuration client by activating the BC set and move it to
desired systems.
To activate BC Sets:
1. To access the Business Configuration Sets: Activation screen, run the SCPR20
transaction.
Note: If you are prompted to create a new transport, follow your standard
change request process for tracking changes.
Tip: You can ignore any warnings during the activation. If you get an
error during activation of a BC set, then activate it again. In many cases the
error will disappear. You can ignore activation errors like No data found
for writing activation links for object <xxx>.
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.
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.
7. Repeat the procedure for all the tasks mentioned in Table 3-1 on page 22.
The VIM dashboard and the OpenText Document Processing document services are
accessible from the SAP Invoice function.
2. Enter SGOSATTR in the Table/View field and click the Maintain button.
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.
Object Description
/PTGWFI/RI CP Document
/OPT/DOCID Document Processing
/ORS/STACK Invoice Approval
/ORS/USRMP Invoice Approval Usermap
/OPT/REGID Incoming Document Handling (IDH) framework
Important
All the number ranges intervals must be 01.
2. Enter the object name from the table above, for example /OPT/DOCID and click
the Number ranges button.
SAP events are trigger points for VIM workflows. For example, when a logistic
invoice is posted, SAP ERP generates the event POSTED from the business object
BUS2081. The event is linked to trigger the VIM workflow solution for blocked
invoices if the invoice is blocked.
Event linkages are not activated automatically. You must add the event linkages
manually.
In case of not properly raised parking events, perform the following actions:
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:
TS00275270 —
BUS2081 DELETED SWW_WI_CREATE_VIA_EVENT IAP
TS00275270 —
TS00275270 —
BUS2081 POSTED /OPT/BL_PO_BLK_RECEIVER Invoice
Exception (IE)
TS00275264 /OPT/BL_PO_CHECK_ROLL_OUT Posted
Approval
/OPT/FIPP ZWFI_CREATE /OPT/BL_NPO_PRK_RECEIVER IE
D
/PTGWFI/PIR_F_CHECKFM
WS00275254
/OPT/B2081 ZWFI_PARKED /OPT/BL_PO_PRK_RECEIVER IE
WS00275260 /PTGWFI/PRK_M_CHECKFM
FIPP DELETED /OPT/VIM_RPT_RECEIVER_FM VIM Analytics
(VAN)
— —
FIPP POSTED /OPT/VIM_RPT_RECEIVER_FM VAN
— —
BUS2081 DELETED /OPT/VIM_RPT_PO_INV_RECEIVER VAN
— —
BUS2081 POSTED /OPT/VIM_RPT_PO_INV_RECEIVER VAN
— — May be used in
special
situation.
Should be
inactive in
standard
configuration.
BUS2081 RELEASED /OPT/VIM_RPT_PO_INV_RECEIVER VAN
— —
BUS2081 CANCELLED /OPT/VIM_RPT_PO_INV_RECEIVER VAN
— —
/ORS/INVAP POSTED /OPT/AAFS_POST_RECEIVER Posted
Approval
— —
Note: There is a dependency between two entries for Object Type BUS2081 and
Event POSTED, the one with Receiver Type TS00275264, 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 TS00275264. This event linkage updates VAN
with the same function module as the other event linkage but it also starts
the blocking workflow.
1. 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.
4. Enter values in the required fields. In Form Name, enter SYSTEM, and in Target
Form, enter /ORS/SAPSCRIPT.
5. To submit, click .
If you are asked for a package, enter /ORS/000007.
• /OPT/VIM_RTV_EXAMPLE
• /OPT/VIM_SIGNATURE_RTV
Copying the following texts is only required if the SRM PO functionality is being
implemented in VIM.
• /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
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.
Click .
6. Repeat the steps for all standard text shown in the list above.
1. Run the SU01 transaction and open the user WF-BATCH in edit mode.
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.
• Regarding online posting using the MIRO transaction and Enhancement Points
(for SAP ERP 6.0 version), see section 9.11.3 “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 9.8.1
“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:
Due to limitations of BC set technology, the entries are not correctly entered in the
table when the BC sets are activated. Therefore copy the transport EW3K900402 into
the transport directory and install the transport using STMS. You must install the
transport to every client because the transport contains client specific data.
Note: This transport with layout variants may come in a new version with a
Support Package (SP). Therefore, check the Release Notes of the latest SP that
you want to install, and use the transport which is contained in the SP instead
of the transport from the installation CD.
OpenText recommends setting the layout /IDH as default layout for the IDH Admin
Tool (transaction /OPT/VIM_7AX8; report /OPT/VIM_ICC_ADMIN_TOOL).
You can import the cumulative language pack after the respective SP is installed. To
import the language pack, use the SMLT transaction. You can import the language
pack multiple times for several languages.
Translation VIM provides a translation guide that describes the various aspects of translating
Guide 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
You find the first two language packs in the Business Center folder on My Support:
https://knowledge.opentext.com/knowledge/cs.dll/Open/62972488
Make sure that the OpenText Vendor Invoice Management add-on is reflected in the
installed components.
In the System: Component information dialog, you should see the OTEXVIM
add-on component installed, with Release number 750.
VIM 7.5 introduces the Single Click Entry feature in the DP Dashboard. The Single
Click Entry feature allows users to easily capture index data by clicking the
appropriate field zone of the invoice that is displayed in the Detail pane of the DP
Dashboard. For more information, see section 4.2 “Using the Single Click Entry
feature” in OpenText Vendor Invoice Management for SAP Solutions - User Guide (VIM-
UGD).
Notes
• Single Click Entry is an optional feature. If it is not installed, the
functionality is just not available in the DP Dashboard.
• Single Click Entry only supports SAP GUI for Windows, no other SAP GUIs.
• To use Single Click Entry, an installation of OpenText Invoice Capture
Center (ICC) is mandatory. Single Click Entry only works if the DP process
has been started using ICC.
You download the software for Single Click Entry from My Support, the folder for
OpenText™ Invoice Capture Center for SAP® Solutions: https://
knowledge.opentext.com/knowledge/llisapi.dll/Open/15664414. Open the folder of
the appropriate version, 7.5 or higher.
This chapter describes the installation of a Support Package (SP) for VIM.
Inconsistent data in workflow containers often results in short dumps. They happen
when, after an SP installation, a user tries to open a work item that was created
before the SP installation.
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:
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.
6. You are asked to confirm if you want to upload the OCS Package for the VIM
SP. Click Yes.
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.
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.
The Support Package may contain Data Dictionary changes that require
database table conversions or other additional activities. Without performing
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.
15. At this point, you can choose the Start Options, which control whether each
phase executes in a dialog process or a background process. Make your
selections and start by clicking the confirmation checkmark button.
The import starts running. If you chose to run in dialog, you see the process
steps running at the bottom of the screen. Otherwise you need to monitor the
log.
When the import has completed, you see a message Queue <queue name>
imported successfully (SAP ERP 6.0) in the dialog box.
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 47), 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.
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.
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.
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.
The load manager and the hotspots of the ICC/BCC server will continue to use the
old data definitions. This may lead to inconsistencies if you do not restart the server.
This chapter describes the upgrade procedure for both SAP ERP upgrade and VIM
upgrade.
Notes
• Upgrading is not yet supported for SAP S/4HANA on Premise. Therefore,
this chapter is not applicable for SAP S/4HANA on Premise.
• 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”.
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 7-3: VIM upgrades in 2 steps for SAP version ERP 6.0
Notes
• If possible, finish the processing of all currently open DP documents before
upgrading the production system. Do not create new DP documents during
the upgrade procedure.
• For more information about upgrading, see the VIM 7.5 Upgrade Guide,
available on My Support: https://knowledge.opentext.com/knowledge/
llisapi.dll/Properties/61798981
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.
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:
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.
Notes
• This section is about changing the SAP version from 4.6C, 4.7, or ERP 5.0 to
ERP 6.0. It is not about going to a higher EHP level within ERP 6.0.
• Do not use the “Keep files” option when you are upgrading your SAP
version from 4.7 or ERP 5.0 to ERP 6.0. Even if this is technically possible,
you will end up in a constellation where no further VIM upgrade is possible
without an ACP file.
When you have to upgrade your SAP ERP system and you already installed VIM
using packages, you have to use the specific VIM SAP ERP upgrade packages.
When you upgrade an SAP release to a higher release, the system automatically
recognizes that an SAP add-on is installed and requests the respective upgrade
package. This way the standard SAP ERP upgrade procedure also updates the VIM
add-ons to the relevant version.
Password The OpenText Vendor Invoice Management package is protected with a specific
control password. During upgrade, this password is requested by the SAP Add-On
Installation Tool (SAINT). For the SAP ERP upgrade password, see “Password
control” on page 16.
Prerequisites
• Support Package Manager (transaction code SPAM) level 35
• Make sure the profile parameter transport/systemtype is set to CUSTOMER, not
to SAP. If it is set to SAP, you will get object generation errors.
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.
1. 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.
5. To include the OTEXVIM exchange package, select Upgrade with SAINT package.
Important
In case of an SAP ERP upgrade, do not activate BC Sets, as described in
“Activating Business Configuration Sets” on page 20. If you activate BC
Sets, all the configuration data is overwritten with OpenText baseline
configuration data and all custom configuration changes are lost.
At the end of the upgrade you may see the following screen.
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.
Run the COM_PRODUCT_UPGRADE report using transaction SE38. This report is
outlined in the “SAP ERP Central Component 6.0 SR3 ABAP Upgrade Guide”
section for Follow-up Activities, 6.22 Executing Conversion Programs for the
Product Master, p. 154.
If you have errors running this program, refer to SAP notes 970046 and 1055794.
2. Test the entire VIM process like for a new VIM installation.
Password The OpenText Vendor Invoice Management package is protected with a specific
control password. During VIM upgrade, this password is requested by the SAP Add-On
Installation Tool (SAINT). For passwords for a VIM upgrade, see “Password
control” on page 16.
Prerequisites
General prerequisites
• Apply OSS note 822380: Problems w/ add-on inst/upgrade to SAP NW 7.0s
AS ABAP
• Apply OSS note 1462364: Dependent structure has inconsistent runtime
object after mass activation. This is specific to SAP ERP 6.0 system, up to
EHP5.
• For a list of available software components, check OSS note 2068615: SAP
Invoice Management by OpenText 7.5
• The following components must be installed:
Component SAP_BASIS
Level: 700
• The following components must be installed for SAP ERP 6.0 up to EHP8:
VIM version
Upgrade to VIM 7.5 is supported with minimal versions of VIM 5.2 SP6 or VIM
6.0 SP1 or VIM 7.0. 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 7.5.
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.
1. 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. This step is not relevant, if you are upgrading from VIM 7.0 to VIM 7.5.
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.
When you have to upgrade VIM and you already installed VIM using packages, you
have to use the specific VIM upgrade packages.
1. 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.
3. Carry out the import of the package as described in the respective SAP
documentation.
4. Continue the Add On process by selecting Add On OTEXVIM.
Click the Continue button.
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.
1. If you need login languages other than English, install the language packs for
the languages you need. For more information, see “Language packs”
on page 37.
2. Install the most recent VIM 7.5 Support Package (SP). You find the SPs on My
Support: 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 67.
Important
Do not activate the BC Sets for first installation, as described in
“Activating Business Configuration Sets” on page 20. 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.
Prerequisites
2. If the tables exist, open the table definition, and check the data element for
table field CONFIG_LINE.
3. For each of the tables, change the data element for table field CONFIG_LINE
from VERI_LRAW to /OPT/LRAW2048.
The components available for SAP S/4HANA are highlighted in the table.
Performing the SAP S/4HANA conversion - For the actual SAP S/4HANA
conversion, use the guides provided by SAP, for example http://help.sap.com/
saphelp_nw75/helpdata/en/5c/41b3173c9a4aca8c05392635d622f4/content.htm.
Installing additional VIM components - After your SAP system has been converted
to SAP S/4HANA, you can add the additional components OTVIMS4 and OTVIMARB
(version 750_S4).
For more information, see OpenText Vendor Invoice Management 7.5 S4HANA
Release Notes (https://knowledge.opentext.com/knowledge/cs.dll/link/61907298)
The business configuration sets (BC Sets) for post installation activities after an
upgrade are the following:
/OTEXVIM/VIM75_52_LOW60_D
Activate this BC Set if your source system for the upgrade is VIM 5.2 or VIM 6.0
SP3 or earlier. If you get an activation error, ignore it.
/OTEXVIM/VIM75_BASELINE_52_60_D
Activate this BC Set if your source system for the upgrade is VIM 5.2 or VIM 6.0.
If you get an activation error, ignore it.
Note: This means, if your source version is VIM 5.2 or VIM 6.0 SP1 or VIM
6.0 SP2 , you have to activate both BC Sets: /OTEXVIM/VIM75_52_LOW60_D
and /OTEXVIM/VIM75_BASELINE_52_60_D.
/OTEXVIM/VIM75_BASELINE_NEWFOR75
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>.
Notes
• To make it easier to compare the values of the Z-constants, the following
additional BC sets are available:
• /OTEXVIM/VIM75_BASELINE_LCONST
• /OTEXVIM/VIM75_BASELINE_DCONST
• /OTEXVIM/VIM75_BASELINE_NCONST
You can use these BC sets to compare the system settings related to constants
in the LEGACY set (which normally should not be applied in case of upgrade),
in the 52_60_D set (for old versions), and in the NEWFOR75 set.
• OpenText recommends that you run each of these BC sets with compare
option, to get an overview of the constant values, that are going to be
changed when the BC sets are activated. The values in green are added
constants, the values in yellow are changes. Note that you do not need to
activate these BC sets.
In the BF32 transaction, the 6 VIM events should be configured; see the following
screenshot.
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.
Due to limitations of BC set technology, the entries are not correctly entered in the
table when the BC sets are activated. Therefore copy the transport EW3K900402 into
the transport directory and install the transport using STMS. You must install the
transport to every client because the transport contains client specific data.
Note: This transport with layout variants may come in a new version with a
Support Package (SP). Therefore, check the Release Notes of the latest SP that
you want to install, and use the transport which is contained in the SP instead
of the transport from the installation CD.
OpenText recommends setting the layout /IDH as default layout for the IDH Admin
Tool (transaction /OPT/VIM_7AX8; report /OPT/VIM_ICC_ADMIN_TOOL).
After an upgrade from a version older than VIM 7.0, the VORGANG field is empty for
all invoices. To make its value consistent with the CREDIT_MEMO field, run the
program /OPT/VIM_UPDATE_VORGANG_FOR_CM.
The program will set the VORGANG field to 2 for every document in the DP workflow
with CREDIT_MEMO flag selected.
This is not designed as a user process option but it still occurs in some process types
and must be removed.
If you are upgrading from a version older than VIM 7.0, run the program /OPT/
VIM_PURGE_PROCESS_OPTIONS.
In previous versions, the approval validation was always active. This could cause
issues in some business scenarios. The overall goal of the new constant
SKIP_BAPICHECK is to make the process more simple. Approvals do not need to stop
because of errors generated by those deep checks.
Note: Basic checks like whether a cost center exists are still performed.
After applying the BC sets for VIM 7.5, the setting for approval validation is
“switched off”.
If you want to restore the behavior of the old version, set the Z-constant IAP
SKIP_BAPICHECK to an empty value or remove the Z-constant.
8.1 FAQs
The following FAQs cover basic troubleshooting information.
This part describes the installation of Business Center components that are needed
for the Business Center Solution Integration for VIM. The solution integration
comprises the following features:
Notes
• The VIM Fiori apps, which all are using the Business Center Fiori Task App,
are optional components. If you are not using them, skip the respective
sections.
• For information about the configuration of the VIM Fiori apps, see section 14
“Apps based on the Fiori Task App” in OpenText Vendor Invoice Management
for SAP Solutions - Configuration Guide (VIM-CGD).
• You can download the Business Center components from the Business
Center download section on My Support.
This section lists all components that are needed for the integration of VIM and
Business Center, including those that are used to run VIM Fiori apps. For
information regarding the prerequisites for standard Business Center components,
such as SAP Basis versions, see OpenText Business Center for SAP Solutions -
Installation Guide (BOCP-IGD). The VIM integration components need only standard
Business Center components as prerequisites.
If you intend to use Business Center VIM integration components, make sure to
select and install appropriate Business Center components versions (SPs), based on
“VIM and Business Center compatibilities” on page 77:
You can download VIM integration components, whose names begin with OTBCSL
(see the following lists), using the links that are provided in the download area of
the corresponding VIM SP on OpenText My Support. For your convenience, links
for the downloads of the corresponding general Business Center components are
provided at the same location.
SAP Integration
Fiori Integration
During the installation process, the following major packages are used:
Note: “Fiori Server” and “Gateway Frontend Server” mean the same server.
For more information, see section 4 “Setup for the Fiori Task App” in OpenText
Business Center for SAP Solutions - Installation Guide (BOCP-IGD).
This section summarizes the required installation steps and their sequence for
installing Business Center for VIM integration.
Notes
• The installation steps for each component, listed in this section, are related to
the initial installation of components delivered with VIM 7.0 SP8 / VIM 7.5
SP4. When installing components for later VIM SPs, all additional SPs of the
respective Business Center and VIM solution components need to be
installed according to “VIM and Business Center compatibilities” on page 77.
• First you must install VIM with the wanted SP level. After that, you can
install the corresponding Business Center VIM integration
a. Install the Base for Business Center solution accelerators (OTBCSL00) add-on
using the SAINT transaction.
b. Install the Support Package 0001 for Base for Business Center solution
accelerators (OTBCSL00) using the SPAM transaction.
c. Activate the BC set of the Base for Business Center solution accelerators (/
OTX/PS00_BASE_003_01) using the SCPR20 transaction.
d. Install the VIM Base (OTBCSL30) and after that the VIM Foundation
(OTBCSL03) add-ons using the SAINT transaction.
e. Install the Support Packages 0001 for VIM Base (OTBCSL30) and VIM
Foundation (OTBCSL03) using the SPAM transaction.
f. Mandatory. Do not skip this step.
Activate the BC set of the VIM Foundation (/OTX/PS03_VIM_003_01) using
the SCPR20 transaction.
3. Optional installations but required for the Business Center Fiori Task App
Install Web Services.
a. Install the Business Center Web Services (OTBCWSR) and after that the VIM
Web Services (OTBCSL33) add-ons using the SAINT transaction on the
system where you also installed the Business Center Foundation (OTBCFND)
and the VIM Foundation (OTBCSL03).
b. On the same system, install the Support Packages 0001 for Business Center
Web Services (OTBCWSR) and VIM Web Services (OTBCSL33) using the SPAM
transaction.
c. Install the Business Center Web UI (OTBCWUI) add-on using the SAINT
transaction on the system that you want to use for the Web UI.
d. On the same system, install the Support Packages 0001 and 0002 for the
Business Center Web UI (OTBCWUI) using the SPAM transaction.
e. On the same system, install the VIM Web UI (OTBCUS03) add-on using
the SAINT transaction.
f. On the same system, install the Support Package 0001 for VIM Web UI
(OTBCUS03) using the SPAM transaction.
Important
Installing the Business Center Web Services (OTBCWSR) and VIM Web
Services (OTBCSL33) on a different system than the Business Center
Foundation (OTBCFND) and VIM Foundation (OTBCSL03) is not
supported.
4. Optional installations but required for the Business Center Fiori Task App
Activate OData and UI services.
a. The Fiori Task App communicates with the ABAP backend using a
dedicated OData service (PS33_DATA_SRV). To invoke this service using the
HTTP protocol, activate it first on the Gateway Frontend Server. For more
information, see section 6.3.1 “Enabling OData service” in OpenText
Business Center for SAP Solutions - Installation Guide (BOCP-IGD).
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 26 “KPI Dashboard” in OpenText Vendor Invoice
Management for SAP Solutions - Configuration Guide (VIM-CGD).
Notes
• The KPI Dashboard is not supported in the VIM 7.5 version for SAP S/
4HANA on Premise.
• The KPI Dashboard is an optional component.
• If you are not using the KPI Dashboard, you can skip this part.
The KPI Dashboard is installed together with the VIM Basis package.
The following activities are needed to configure the KPI Dashboard on your system.
Prerequisites
There are specific OpenText name spaces that have to be modifiable in order to
change the service settings. So first check with transaction SE03
Navigate to Transport Organizer Tool > Administration > Set System Change
Option
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.
1. To activate the Web Dynpro service on the SAP ERP system, run the SICF
transaction.
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:
• Logon Errors
• Application Errors
• Logoff Page
• Not Accessible
Do not change the service settings described in “Activating the SAP Web Dynpro
service” on page 87. Make sure that the SSL settings are not activated in the Logon
Data tab.
A System Object is needed to integrate the KPI Dashboard in the SAP NetWeaver
Portal. The System Object is a set of connection properties to represent an external or
SAP system (SAP R3, CRM, BW) used to retrieve data into portal iViews. If not
existing, you must create a System Object in the NetWeaver Portal.
Note: If you use an SAP NetWeaver Portal version higher than 7.0, refer
directly to the SAP Portal documentation: http://help.sap.com/saphelp_nw74/
helpdata/de/4b/8d080d231e2b5fe10000000a42189c/frameset.htm. Follow the
description of creating an iView type based on a Web Dynpro ABAP
application.
12.3.1 Prerequisites
This example shows the customizing for the connection to a specific ABAP® system.
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.
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.
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.
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.
Check also other properties for design or layout, and customize them if needed.
4. 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.
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, 7.3, or 7.4 or SAP NetWeaver Portal (NWP) 7.0, 7.3, 7.4, or 7.5.
Notes
• The Approval Portal is an optional component.
• If you are not using the Approval Portal, you can skip this part.
• Please refer to section 11 “Administering the Approval Portal” in OpenText
Vendor Invoice Management for SAP Solutions - Administration Guide (VIM-
AGD) for administering and troubleshooting the Approval Portal.
• You might want to install multiple instances of the Approval Portal on the
same SAP NetWeaver Portal. In this case, contact OpenText Customer
Support.
Preparing installation
Server
Notes
• The requirement “SPx or above” does also refer to the EhP level.
• For further information, see the SAP Note: 994791-SPNego Wizard.
Supported The following list shows the supported resolution modes that have been tested in
Screen the OpenText R&D lab. The resolution modes have been tested in all supported
Resolution
browsers.
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.
NWAS 7.3
NWAS 7.4
NWP 7.0
NWP 7.3
NWP 7.4
Operating The Approval Portal supports Windows, Unix and other operating systems
systems supported by SAP.
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.
Sizing require- Standard sizing requirements for NWAS or NWP 7.0 apply.
ments
SAP user A SAP CPIC user in the SAP ERP server
The communication with the SAP ERP system is accomplished by using a CPIC user
ID. However, the Web user is recorded as the agent who approved an invoice, not
the CPIC user.
User type
Communication Data (CPIC)
Profile
Create a profile with the following authorization objects and add it to the CPIC
user:
Object: S_RFC
Activity
Execute (16)
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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)
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.
Example: OpenText™ Archive Center provides the following profiles that need to
be assigned to the CPIC user to access images:
• S_AL_ADMLO (Display SAP ArchiveLink® administrator)
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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)
For all Support Packages of VIM 7.5, the respective OpenText Vendor Invoice
Management 7.5 Support Package folder on My Support (accessible via https://
knowledge.opentext.com/knowledge/cs.dll/Open/10151605) provides an
installation package of the VIM 7.5 SPx Approval Portal in the Web and
Mobile Approval Component folder.
There are 2 ways to configure the Approval Portal application. It can be deployed:
• as a standalone J2EE application residing on NWAS only utilizing integrated
authentication
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13.3. System architecture
The SAP help pages linked in the following discuss some of the communication
channels between each component:
• Simple and Protected GSS API Negotiation Mechanism (SPNEGO) (http://
help.sap.com/saphelp_nw70ehp1/helpdata/en/43/
4bd58c6c5e5f34e10000000a1553f6/frameset.htm)
• Network and Transport Layer Security (http://help.sap.com/saphelp_nw70ehp1/
helpdata/en/3a/7cddde33ff05cae10000000a128c20/frameset.htm)
• SAP Java Connector (JCO) (http://help.sap.com/saphelp_nw70ehp1/helpdata/en/
6f/1bd5c6a85b11d6b28500508b5d5211/content.htm)
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Note: Approval Portal can be used if the SAP NetWeaver Portal is configured
to use SAML-based authentication. No specific VIM configuration is required
in this case. For more information on SAML, see the SAP documentation
(http://help.sap.com/saphelp_nwce72/helpdata/en/17/
6d45fc91e84ef1bf0152f2b947dc35/content.htm?frameset=/en/17/
6d45fc91e84ef1bf0152f2b947dc35/frameset.htm¤t_toc=/en/45/
b6af743753003ae10000000a11466f/plain.htm&node_id=10&
show_children=true#jump10).
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Installing Web Viewer/Brava! View for the Approval
Portal
To display invoice images, you can integrate OpenText™ Imaging Web Viewer
(Web Viewer) into the Approval Portal. The Approval Portal supports Web Viewer,
version 10.2.0.
Note: OpenText recommends that you use the latest patch of the supported
Web Viewer software version.
As an alternative, you can use OpenText™ Brava!™ View for SAP Solutions (Brava!
View).
• To install Web Viewer 10.2.0, download the software from the following location:
http://knowledge.opentext.com/knowledge/cs.dll/Open/19642255.
• 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 Brava! View, download the software from the following location:
https://knowledge.opentext.com/knowledge/llisapi.dll/Open/62290594.
• For the installation of Brava! View, see section 2 “Installing Brava! View for SAP
Solutions” in OpenText Brava! View for SAP Solutions - Installation and
Configuration Guide (BRWEBV-IGD).
• To apply the latest patch for Web Viewer 10.2.0, download the software from the
following location: https://knowledge.opentext.com/knowledge/cs.dll/Open/
22422170
• It is necessary to install Archiving and Document Access for SAP Solutions 10.0
SP2. For more information, see OpenText Archiving and Document Access for SAP
Solutions - Installation and Upgrade Guide (ER-IGD).
• You perform the configuration that is necessary for the Web Viewer integration
in the /IXOS/OA_CUST_A archive tables in SAP ERP. For a description of the
configuration, see section 20.2 “Configuration for Java Viewer/Web Viewer/
Brava! View” in OpenText Archiving and Document Access for SAP Solutions -
Scenario Guide (ER-CCS).
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Important
OpenText recommends you to create and deploy to the folder usr/sap/
<SID>/SYS/global/opentext/invoiceCfg. This is the default location
for putting the application configuration file. If you deploy to another
location, you will have to manually add a startup parameter in the
Config Tool to tell the application where to look for the configuration
files. This will also require restarting the SAP NetWeaver Application
Server Java (NWAS). See Step 2 on page 111 for details.
<SID> is the system ID of the NWAS. Example: T39.
Example: E:\usr\sap\T39\SYS\global\opentext\invoiceCfg
configuration.xml
containing all the configuration for the application
mobileconfiguration.xml
containing all the configuration for mobile support
RequestMappings.xml
OpenText strictly recommends not to modify this file. The Approval Portal
application internally uses this file.
Lang_Support.properties
containing all the mapping of languages code; see section 11.4.2
“Configuring additional languages” in OpenText Vendor Invoice Management
for SAP Solutions - Administration Guide (VIM-AGD) for details.
Lang_DE.properties
containing all the text for the German language resource
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Lang_EN.properties
containing all the text for the English language resource
Lang_ES.properties
containing all the text for the Spanish language resource
Lang_FR.properties
containing all the text for the French language resource
Lang_IT.properties
containing all the text for the Italian language resource
Lang_JA.properties
containing all the text for the Japanese language resource
Lang_NL.properties
containing all the text for the Dutch language resource
Lang_PT.properties
containing all the text for the Portuguese language resource
Lang_RU.properties
containing all the text for the Russian language resource
Lang_ZH.properties
containing all the text for the Chinese language resource
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 11.4.1 “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:
Important
This step is only needed if you deploy the configuration files to a
location other than the folder usr/sap/<SID>/SYS/global/opentext/
invoiceCfg.
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Notes
a. Add the startup parameter to the Java parameters on the server: -Dcom.
opentext.vim.portal.invoiceCfg=<Approval_Portal_installdir>.
Example: -Dcom.opentext.vim.portal.invoiceCfg=c:/opentext/
invoiceCfg
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15.3. Configuring the administrator role
This section describes the installation activities to assign the administrator role to the
user for the Approval Portal application. As the Administrator, you must login to
the Administrator page to perform some application configuration and to perform
other administration tasks. See section 11 “Administering the Approval Portal” in
OpenText Vendor Invoice Management for SAP Solutions - Administration Guide (VIM-
AGD) for additional information.
You must perform this configuration before deploying the .sca or .sda, to ensure
that the application recognizes the role.
1. Log in to J2EE Visual Administrator and navigate to Instance > Server >
Services > Security Provider.
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3. Click the Runtime tab > Policy Configurations tab > Security Roles tab.
6. In the Add Security Role dialog box, enter the role name: com.opentext.vim.
portal.administrator.
Click OK.
2. Click the Add button which is on the right hand side next to Users.
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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.
6. Click OK.
Note: Check this after you have deployed the .SCA or .SDA file, see
“Deploying the Software Component Archive” on page 118.
• Navigate to http://<NWAS>:<NWASPORT>/vimportal/admin.
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If you see a screen similar to the one above, you have configured the
administrator role successfully.
To configure the administrator role for access through NWAS for SAP
NetWeaver 7.3 and 7.4:
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15.3. Configuring the administrator role
4. Click the Assigned Users tab and perform a search. Select the user and click
Add.
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Refer to the SAP help on SDM for more details on how to use SDM.
To connect to SDM:
1. To gain access to the file system, sign on to the host server as a user with
administrator rights.
Notes
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4. Click Choose.
5. Click Next to finish step 1 of 4 of deployment.
6. In step 2 of 4 of deployment, click Next to continue.
7. In step 3 of 4 of deployment, click Start Deployment to continue.
8. Wait until deployment is finished.
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1. In the SDM, click the SDM Repository tab and expand SAPJ2EEEngine.
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You will see OpenText Approval error messages. This is correct as you have not
done any configuration yet.
a. Click on a server.
b. Expand Services.
c. Expand Deploy.
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1. Click on a server.
2. Expand Services.
3. Expand Deploy.
See screenshot in Step 3 on page 121.
5. Click on opentext.com/IM_APPROVAL_PORTAL.
2. On the Tools menu, click Delete browsing history. Alternatively, press CTRL
+SHIFT+DEL.
3. In the Delete Browsing History dialog box, select the check boxes, as shown in
the following screenshot.
Make sure that the Preserve Favorites website data check box is cleared.
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4. Click the Delete button. Then wait for the browser to clear the cache.
2. Press CTRL+SHIFT+DEL.
3. In the Clear All History dialog box, select the check boxes, as shown in the
following screenshot.
Make sure to select Everything in the Time range to clear list.
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4. Click the Clear Now button. Then wait for the browser to clear the cache.
1. Open Chrome.
2. Press CTRL+SHIFT+DEL.
3. In the Clear browsing data dialog box, select the check boxes, as shown in the
following screenshot.
Make sure to select the beginning of time in the Obliterate the following
items from list.
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4. Click the Clear browsing data button. Then wait for the browser to clear the
cache.
Notes
• SID is the system ID of the NWAS (example O15).
• INSTANCE_NAME is the NWAS instance in the format of JCxx, where
xx is the instance number (example JC00).
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15.5. Deploying the Software Component Archive with SAP NetWeaver 7.3
5. Click Start.
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15.6. Deploying the Software Component Archive using SUM
Example: To undeploy the 7.0 SP4 packaging file, the command is: undeploy
name=IM_APPROVAL_PORTAL7_0SP4 vendor=opentext.com
4. Press ENTER.
1. To place the Properties files, download the Approval Portal package and
extract opentext.zip in the following directory: <drive>:\usr\sap\<SAP
instance>\SYS\global.
2. If a SUM installation already exists in the system, you must rename or delete it.
3. Ensure to have a .SAR file at the location, where the SUM installation takes
place.
4. To install SUM, open a command prompt, navigate to the directory where
the .SAR file is located, and run the following command.
Syntax
sapcar -xvf <SUM…… file.SAR> -R <drive>:\usr\sap\<SAP instance>\
Example
sapcar –xvf SUM10SP10_8-20006676.SAR –R D:\usr\sap\MO3\
SUM restriction
The SUM tool is valid until you completely finish deploying. You can
always stop and restart without any issues. However, if you want to use
the same SUM that you have previously used for deploying, it will not
work.
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Click Next.
9. Specify Credentials
Enter User Name and Password.
Click Next.
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Note: This is not the same password that was configured for the SUM
authentication.
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Chapter 16
If you are deploying the Approval Portal on SAP NetWeaver Application Server
Java (NWAS) and the users are accessing the application through SAP NetWeaver
Portal, you must configure the SAP NetWeaver Portal components.
For a description of the configuration with SAP NetWeaver 7.3, 7.4, and 7.5, see
“Creating AppIntegrator iViews for users with SAP NetWeaver 7.3, 7.4, and 7.5”
on page 139 and “Creating roles for users with SAP NetWeaver 7.3, 7.4, and 7.5”
on page 153.
Note: For information on how to change the title of the iView, page, workset,
or role, refer to the SAP NetWeaver Portal Administration Guide from SAP.
As the SAP NetWeaver Portal administrator, you create the Appintegrator iView. To
make the application available for SAP NetWeaver Portal users, you have to
perform the following steps:
1. 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.
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16.1. Creating AppIntegrator iViews for users
4. In the iView wizard, click Portal Component – create an iView from a portal
component ... and click Next.
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16.1. Creating AppIntegrator iViews for users
• Description
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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.
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$host$
NWAS server name where the Approval Portal J2EE application was
deployed
$port$
Port of that NWAS
To create AppIntegrator iViews for users with NetWeaver 7.3, 7.4, and 7.5:
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3. Right-click End User Content, point to New, and then click Folder.
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16.2. Creating AppIntegrator iViews for users with SAP NetWeaver 7.3, 7.4, and 7.5
4. On the New Folder tab, enter Folder Name and Folder ID Prefix (for example,
com.opentext); then click Finish at the bottom of the page.
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16.2. Creating AppIntegrator iViews for users with SAP NetWeaver 7.3, 7.4, and 7.5
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.
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16.2. Creating AppIntegrator iViews for users with SAP NetWeaver 7.3, 7.4, and 7.5
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16.2. Creating AppIntegrator iViews for users with SAP NetWeaver 7.3, 7.4, and 7.5
13. From the Show Category list, select Content - Generic Launcher.
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URL Template
http://<host name>:<port number>/vimportal/?
urlView=Y&PORTALUSER=<User.UserID>
The URL is different for the Admin iView:
http://<host name>:<port number>/vimportal/admin?
urlView=Y&PORTALUSER=<User.UserID>
Enter the following values:
<host name>
Name of the NWAS where the Approval Portal J2EE application was
deployed.
<port number>
Port of that NWAS.
15. To create an Admin iView, repeat Step 1 to Step 14. Choose the relevant URL
Template from Step 14.
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16.3. Creating roles for users
1. In the SAP NetWeaver Portal, navigate to the folder you created in “Creating
AppIntegrator iViews for users” on page 133.
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3. In Step 1, enter Role Name, Role ID, Role ID Prefix and Description.
Select the Master Language.
Notes
• See also Step 7 on page 136 in “Creating AppIntegrator iViews for
users” on page 133.
• 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. Click Next.
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5. Click Finish.
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7. In Property Editor, scroll to the Entry Point line and click Yes.
Click Save.
9. Click Close.
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16.4. Creating roles for users with SAP NetWeaver 7.3, 7.4, and 7.5
To create roles for users with SAP NetWeaver 7.3, 7.4, and 7.5:
1. In the SAP NetWeaver Portal, navigate to the Approval Portal folder; see
“Creating AppIntegrator iViews for users with SAP NetWeaver 7.3, 7.4, and
7.5” on page 139.
2. Right-click on the folder, select New > Role > Freestyle Role.
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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. Click Finish.
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6. Enter the Name (as shown in the screenshot) and select the Entry Point check
mark.
Click Save.
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8. To create an Admin role, repeat Step 1 to Step 7. Enter the relevant name for the
Admin role.
9. 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 149).
Click Go.
4. Click Modify.
5. In the Search Criteria field, search for the new role you created and click Go.
7. Click Save.
The following screenshot shows a role being assigned to a demo coder.
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16.6. Configuring iViews and roles for the administrator
You can use Approval Admin for the iView Name and Approval Admin Role for the
role.
The only difference from the user configuration is the URL template:
http://$host$:$port$/vimportal/admin?
urlView=Y&PORTALUSER=<User.UserID>
See Step 11 on page 138 for details on the URL template for users.
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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 156.
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.
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Chapter 17
Applying a new patch
Note: Unlike the VIM SAP ERP component, the Approval Portal is a build and
has no dependencies of previous patches or support packages. You can
uninstall the previous version and directly install the newest version without
applying the patches in between. However, the patch or build needs to match
to the VIM SAP ERP component. Approval Portal 7.5 will only work with the
VIM 7.5 SAP ERP component.
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Chapter 18
Upgrading the Approval Portal from previous
versions
Approval Portal 5.2 to 7.5, Approval Portal 6.0 to 7.5, Approval Portal 7.0 (old UI)
to 7.5
Undeploy the old and deploy the new .SCA file, and freshly install the OpenText
installation directory.
Make sure that all files mentioned in opentext.zip are deployed correctly.
For an upgrade from Approval Portal 7.0 (new UI) to 7.5, you can reuse the original
configuration.xml file. However, it is best to make a backup of the
configuration.xml. For all other upgrade paths, OpenText recommends that you
use the new configuration.xml.
If you changed the language properties files from the previous version and would
like to reuse them in VIM 7.5, change the new language properties files manually.
To upgrade, perform the actions described in “Applying a new patch“ on page 159.
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Chapter 19
Troubleshooting
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Chapter 20
Supporting installation of the standalone NWAS
Portal and Mobile Approval Portal on Unix or Linux
This chapter provides instructions how to enable the installation of the standalone
NWAS Portal and Mobile Approval Portal on Unix or Linux operating systems.
To support Unix or Linux operating systems, you must maintain the Domain field
with the same value, as maintained in the Windows Domain column in the COA
table. For details about the COA configuration, see section 5.5.1 “User Details View”
in OpenText Vendor Invoice Management for SAP Solutions - Configuration Guide (VIM-
CGD).
Example: If the Windows Domain column in the COA table is not maintained for users,
leave the Domain field in the Configuration tab of the Approval Portal Administration
console empty as well.
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Chapter 21
Uninstalling the Approval Portal
1. 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
• SID is the system ID of the NWAS (example O15).
• INSTANCE_NAME is the NWAS instance in the format of JCxx, where
xx is the instance number (example JC00).
Refer to the Software Deployment Manager Guide for more details on how to
use SDM.
4. Click Select.
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To undeploy the Approval Portal with SAP NetWeaver 7.3, 7.4, and 7.5:
3. In the J2EE Engine Console, type list_app to view the list of components that
are deployed.
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21.3. Removing SAP NetWeaver Portal components
Note: First, unassign the role if you already have assigned it to a user.
4. Navigate to the folder that was created in “Creating AppIntegrator iViews for
users” on page 133.
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Removing the startup parameter, using the J2EE Config Tool, finishes the
uninstallation process.
Notes
• SID is the system ID of the NWAS (example O15).
• INSTANCE_NAME is the NWAS instance in the format of JCxx, where
xx is the instance number (example JC00).
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21.5. Optional: Removing the startup parameter in the Config Tool
Example: -Dcom.opentext.vim.portal.invoiceCfg=c:/opentext/
invoiceCfg
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Part 6
Mobile Approval Portal installation
Part 6 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 12
“Configuring the Mobile Approval Portal” in OpenText Vendor Invoice Management
for SAP Solutions - Administration Guide (VIM-AGD).
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Chapter 22
The Mobile Approval Portal component is enhanced with the mobile capabilities
Sencha Touch. This enriches the look and feel on the supported mobile platforms.
For detailed information about Sencha Touch, see http://www.sencha.com/products/
touch/features/.
Operating The Mobile Approval Portal supports Windows, Unix and other operating systems
systems supported by SAP.
The following table shows which mobile operating systems, devices, and browsers
are fully supported.
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Web Viewer Mobile Approval Portal users can display invoices using OpenText Imaging Web
integration 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 Center 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.
Limitations
• Web Viewer does not support MS Office documents.
• 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
• OpenText strongly recommends that you implement Web Viewer to display
images on the Mobile Approval Portal.
• For further information about Web Viewer, see OpenText Imaging Web Viewer
- Installation and Configuration Guide (CLWEBV-IGD).
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Figure 22-1: HTML5 Mobile Approval Portal Architecture
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Chapter 23
Authentication for the Mobile Approval Portal
This section describes the communication and authentication needed for the Mobile
Approval Portal.
The Mobile Approval Portal uses domain authentication. It can be accessed using
WiFi or VPN on the same network or on an external network.
To access from external network without WiFi or VPN, keep the Mobile Approval
Portal URL in the DMZ and connect with Virtual Host. This requires IT help to
configure the URL in the DMZ.
Note: For security reasons and also to grant stable access to the Mobile
Approval Portal, OpenText recommends that you use a VPN connection.
The detail authentication mechanism is the same as for the Approval Portal, for
example, which SSO mechanism is used. See “Preparing installation“ on page 99
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Chapter 24
OpenText Imaging Web Viewer can be integrated in the Mobile Approval Portal. To
ensure security for the Web Viewer integration, OpenText recommends that you
verify the “Use Signature” setting in /IXOS/OA_CUST_A with the following
prerequisites:
• Archiving and Document Access for SAP Solutions (OTEXBAS) 10.0 SP2
• OpenText Imaging Web Viewer 10.2.0, latest patch.
• OpenText Archive Services Patch ASR-1021-007 or higher (as included in
Enterprise Library 10.2.1 Patch Collection 1021_2012_04)
Note: See also the Release Notes of Archiving and Document Access for SAP
Solutions 10.0 SP2.
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 the latest patch 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.
• OpenText also recommends installing Web Viewer on a NetWeaver 7.3, 7.4,
and 7.5 instance where Mobile Approval Portal is not running or on a
supported Tomcat version. This approach improves the performance of
viewing invoice images on Mobile devices.
• OpenText also recommends installing Web Viewer on the same domain as
the Archive Center and SAP NetWeaver Application Server Java.
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Chapter 25
Installing the Mobile Approval Portal differs depending on the application server
you use:
The Mobile Approval Portal software component is packaged along with the
Approval Portal component. The installation of the Mobile Approval Portal is
similar to Approval Portal. Refer to “Installing the Approval Portal“ on page 109.
The Mobile Approval Portal software component is packaged along with the
Approval Portal component. The installation of the Mobile Approval Portal is
similar to Approval Portal. Refer to “Installing the Approval Portal“ on page 109.
25.2.1 Prerequisites
The following versions are supported:
Approval Portal
7.5
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Chapter 25 Installing the Mobile Approval Portal
3. Deploy the Approval Portal with the officially supported Support Package.
2. Deploy the Approval Portal with the officially supported Support Package.
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Part 7
Vendor Invoice Management ABAP CDS
views component installation
Part 7 Vendor Invoice Management ABAP CDS views
component installation
This part describes the installation of the Vendor Invoice Management ABAP CDS
views component. This component is used for the new VIM Analytics (VAN) report
in case of a SAP system with SAP NetWeaver AS ABAP 7.40 SP05 or higher. The
installation of this component is optional.
Important
The VIM SAP HANA component is no longer supported. It is replaced by
the new VIM ABAP CDS views component.
This component includes development objects, including ABAP CDS views, for the
new VAN. The ABAP CDS views are highly optimized for SAP® HANA database
systems but are also supporting all other database systems.
Note: Current results of mass data tests on Oracle® have shown that ABAP
CDS views are not the best choice for the new VAN on an Oracle Database
system.
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Chapter 26
Preparing installation
SAP NetWeaver AS ABAP 7.40 SP05 is the precondition for installing the VIM ABAP
CDS views package. In detail the following components must be installed:
Component SAP_ABA
Level: 740, support package SAPKA74005
Component SAP_BASIS
Level: 740, support package SAPKB74005
Another precondition for installing the VIM ABAP CDS views package is VIM 7.5
SP3.
Component OTEXVIM
Support package SAPK-75003INOTEXVIM
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Chapter 26 Preparing installation
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.
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Chapter 27
Installing the OpenText package
This chapter describes the installation of the VIM ABAP CDS views package.
3. On the menu, click Installation Package > Load packages > From Front
End and load the OTVIMCDS_INST_750_740.SAR file.
5. Select the package for the OTVIMCDS component. Carry out the import of the
package as described in the respective SAP documentation.
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Part 8
Vendor Invoice Management SAP CRM SAP
Shared Service Framework component
installation
Part 8 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.
Note: This component is not supported in the VIM 7.5 version for SAP S/
4HANA on Premise.
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Chapter 28
Preparing installation
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
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Chapter 28 Preparing installation
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 components must be installed for SAP CRM 7.0 EHP3:
Component SAP_ABA
Level: 740
Component BBPCRM
Level: 703
Component SAP_BASIS
Level: 740
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28.2. Checking prerequisites
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.
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Chapter 29
This chapter describes the installation of the Basis package of Vendor Invoice
Management (VIM) on an SAP CRM application server.
1. 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).
File
OTVIMSSF_INST_VIM701_702.SAR
Source path
INST_CRM_700/DATA/
Target path
\usr\sap\trans\EPS
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
Attribute Change Package 01 for OTVIMSSF 701_702.
Extract the CSR0120031469_0080724.PAT file from the
CSR0120031469_0080724.zip folder and copy it to the \usr\sap\trans\EPS
\in folder.
4. Carry out the import of the package as described in the respective SAP
documentation.
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Chapter 29 Installing the OpenText package
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Chapter 30
To put the SAP Shared Service Framework integration into operation, you must
perform the following post installation tasks:
• For every client, you must activate new BC Sets after installing VIM 6.0
CRM.
• You need the appropriate security authorization to run some of the
transactions.
Activate the BC set in the Configuration client of the development system and
create a transport from BC set activation, move the transport to the required
systems.
Do not activate the BC set in the production system. Create a customization
transport in the development system configuration client by activating the BC
set and move it to the desired systems.
1. To access the Business Configuration Sets: Activation screen, run the SCPR20
transaction.
From the Utilities menu, click User Settings.
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• German (DE)
• English (EN)
• Spanish (ES)
• French (FR)
• Hungarian (HU)
• Italian (IT)
• Japanese (JA)
• Dutch (NL)
• Portuguese (PT)
• Romanian (RO)
• Russian (RU)
• Chinese (ZH)
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30.1. Activating business configuration sets in the CRM system
To select your applicable languages, select the respective check box in the
Manual Selection column.
To activate BC Sets:
1. To access the Business Configuration Sets: Activation screen, run the SCPR20
transaction.
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Note: If you are prompted to create a new transport, follow your standard
change request process for tracking changes.
After successful BC Set activation, a message is displayed in the lower left of the
SAP GUI: Activation ended with additional information.
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30.2. Maintaining a logical system for the CRM system in VIM
To maintain a logical system for the CRM system in the SAP ERP system:
1. 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.
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Verifying installation
Make sure that the OpenText Vendor Invoice Management CRM add-on is reflected
in the installed components.
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Chapter 31 Verifying installation
In the System: Component information dialog box, you should see the
OTVIMSSF add-on component installed, with Release number 701_702 and
patch level 0002.
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Part 9
Vendor Invoice Management SAP
NetWeaver Business Warehouse
component installation
Part 9 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.
Note: This component is not supported in the VIM 7.5 version for SAP S/
4HANA on Premise.
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Preparing installation
SAP_BASIS Password
700 F17CB370FA
730 F17CB070FA
Important
Running the OTVIMBW component is not supported when you are using an
SAP® HANA database.
• 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)
• The following components must be installed for SAP NetWeaver BW 7.x:
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Table 32-1: SAP NetWeaver BW 7.0 / SAP NetWeaver BW 7.3 EHP1 / SAP
NetWeaver BW 7.4
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.
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Chapter 33
This chapter describes the installation of the Basis package of VIM on an SAP
NetWeaver BW application server.
The basic components of VIM SAP NetWeaver BW are installed with the Basis
package.
1. 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).
File
OTVIMBW_INST_VIM700_700.SAR
Source path
INST_BW_700/DATA/
Target path
\usr\sap\trans\EPS
File
OTVIMBW_INST_VIM700_730.SAR
Source path
INST_BW_730/DATA/
Target path
\usr\sap\trans\EPS
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.
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4. Click Start to see the screen that presents the packages ready to be installed.
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5. Choose the package for component OTVIMBW. Carry out the import of the
package as described in the respective SAP documentation.
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Verifying the installation
Make sure that the VIM BW add-on is reflected in the installed components.
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Chapter 34 Verifying the installation
In the System: Component information dialog box, you should see the OTVIMBW
add-on component installed, with Release number 700.
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Upgrading SAP NetWeaver BW
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Part 10
Vendor Invoice Management component for
SAP NetWeaver Gateway installation
Part 10 Vendor Invoice Management component for
SAP NetWeaver Gateway installation
This part describes the installation of the Vendor Invoice Management SAP
NetWeaver Gateway package (VIM GW). The VIM GW component is needed to run
the Supplier Self Service component.
Note: This component is not supported in the VIM 7.5 version for SAP S/
4HANA on Premise.
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Preparing installation
SAP_BASIS Password
700 up to 731 F17CB670FA
740 and higher not required
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Chapter 36 Preparing installation
• Implement OSS note 1744864: Multiple Origin for Generated BOR/RFC Objects
does not work
Note: The Gateway component is not yet available for EHP8 (SAP_BASIS 750).
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.
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Installing the OpenText package
3. On the menu, click Installation Package > Load packages > From Front End
and load file OTVIMGW_INST_VIM700_700.SAR or OTVIMGW_INST_VIM750_740.
SAR.
5. Choose the package for component OTVIMGW. Carry out the import of the
package as described in the respective SAP documentation.
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Verifying the installation
Make sure that the VIM GW add-on is reflected in the installed components.
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Post installation activities
Therefore, run the SE03 transaction, and, under Administration, run Set System
Change Option.
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Part 11
Vendor Invoice Management Supplier Self
Service component installation
Part 11 Vendor Invoice Management Supplier Self
Service component installation
This part describes the installation of the Vendor Invoice Management Supplier Self
Service component.
Note: This component is not supported in the VIM 7.5 version for SAP S/
4HANA on Premise.
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Preparing installation
The Supplier Self Service lean variant is enabled for multiple deployment options:
• HANA Cloud Deployment (runs on SAP HANA Cloud Platform)
• On-Premise (runs on SAP ABAP NetWeaver)
Operating This section covers support and restrictions of Supplier Self Service in regards to
system and operating systems and web browsers.
browser support
• 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.
• For supported browsers, see OSS note 1716423: SAPUI5 Browser Support for
Mobile and Desktop Applications
• Some additional browser settings are necessary:
Firefox
You must customize the language preferences: Go to Tools > Options, and
click the Content tab. In the Languages area, click Choose.
Add languages from the Select a language to add list. When performing
an HTTP request, Firefox will send all the languages chosen with the Accept-
Language header in the order of preference in which they are arranged in the
list.
Windows Internet Explorer 9
The website might appear blank or might not be displayed correctly. In this
case, set and use the Compatibility View on the menu bar of the browser:
• To use the Compatibility View, open the webpage in Internet Explorer,
and then, on the Tools menu, click Compatibility View. If you do not see
the Tools menu, press ALT.
• To set the Compatibility View, on the Tools menu, click Compatibility
View settings. If you do not see the Tools menu, press ALT. In the
Compatibility View Settings dialog box, enter the address of the
webpage, and then click Add.
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SAP user The communication with the SAP NetWeaver Gateway system is accomplished by
using a Service user ID. Creation and assignment of the specific profile is described
in section 23.1.3 “Configuring Gateway users” in OpenText Vendor Invoice
Management for SAP Solutions - Configuration Guide (VIM-CGD).
The on-premise application is part of the GW 740 package, and will be automatically
deployed to the ABAP stack.
If you plan to use the On-Premise deployment, skip “Installation on the SAP HANA
Cloud“ on page 233.
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Chapter 41
Installation on the SAP HANA Cloud
The SAP HANA Cloud Platform is an in-memory cloud platform based on open
standards. The platform is Java EE 6 Web Profile certified and provides a secure,
scalable runtime environment with reusable platform services. Therefore, Supplier
Self Service can run on the SAP HANA Cloud Platform just like on any Java-based
application server.
Note: You need an SAP account for accessing the SAP HANA Cloud.
1. Log on to the cockpit, and click Java Applications in the navigation area.
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3. In the Deploy Application dialog box, select the specific WAR file
vimsupplierselfservice.war to deploy. Initially the Cockpit proposes the
same name as for the WAR file. OpenText recommends that you enter the
application name vim3s but you can choose any other identifier you want.
Note: The application name must start with a letter, can contain lowercase
letters and numbers only, and must not exceed 30 characters. You can also
assign a display name and a description to the Java application.
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41.3. Installing the SAP HANA Cloud connector
5. Click Deploy to deploy the WAR file to the cloud platform. The Deploy
Application dialog box remains on the screen while the deployment is in
progress. When the deployment is finished, a confirmation appears that the
application has been successfully deployed.
Next steps To make your deployed application available for requests, you must start it inside
the SAP HANA Cloud Cockpit. For more information, see section 23.2 “Customizing
the HANA Cloud Server (option)” in OpenText Vendor Invoice Management for SAP
Solutions - Configuration Guide (VIM-CGD).
You can update or redeploy the application with a new WAR file or make changes
to the configuration parameters whenever required. To open the Deploy
Application dialog box in update mode, click Update application.
Important
The SAP HANA Cloud connector must not be used with products other than
SAP HANA Cloud Platform.
Note: OpenText strongly recommends that you use the latest version of the
SAP HANA Cloud connector software. Due to known security vulnerability
risks, do not use any version of SAP HANA Cloud connector earlier than 2.4.1.
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Part 12
Vendor Invoice Management ARIBA
Integration component installation
Part 12 Vendor Invoice Management ARIBA
Integration component installation
This part describes the installation and upgrade of the Vendor Invoice Management
ARIBA Integration (OTVIMARB) component. It integrates Ariba® with VIM.
If you do not have installed the OTVIMARB component yet, you must use the
installation package. If you are upgrading from VIM 7.0 and the OTVIMARB
component is installed already, you must use the upgrade package. The OTVIMARB
component is available in two releases. Release OTVIMARB 750 is for SAP ERP,
release OTVIMARB 750_S4 is for SAP S/4HANA on Premise.
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Preparing installation
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Table 42-1: Ariba Network Integration 1.0 for SAP Business Suite
Notes
• OpenText recommends that you use the latest SP level of the OTVIMARB
component. The exact supported SP levels of the SAP components
ARBFNDI1 and ARBERPI1 are listed in the Release Notes of the
OTVIMARB support package.
• For a current and complete list of supported support packages of VIM,
VIM Ariba Integration component, and Ariba Network Integration for
SAP Business Suite, see the following Knowledge Base article: https://
knowledge.opentext.com/go/58540435.
• Implement OSS note 1935335: Mapping methods cannot be used from BAdI
implementations
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.
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Installing the OpenText package
1. Copy the respective SAPCAR file (*.SAR) from My Support to a local folder.
File
3. On the menu, click Installation Package > Load packages > From Front End
and load file OTVIMARB_INST_750_700.SAR, OTVIMARB_UPGR_750_700.SAR, or
OTVIMARB_INST_750_S4.SAR.
5. Choose the package for component OTVIMARB. Carry out the import of the
package as described in the respective SAP documentation.
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Verifying the installation
Make sure that the OTVIMARB add-on is reflected in the installed components.
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Chapter 45
Post installation activities
Note: Consider the most recent Release Notes for latest information on new BC
sets and additional post installation activities.
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Part 13
Vendor Invoice Management ABAP
OTVIMS4 component installation
Part 13 Vendor Invoice Management ABAP OTVIMS4
component installation
This part describes the installation of the Vendor Invoice Management ABAP
OTVIMS4 component. This component is needed for modifications that are
necessary to use certain VIM functions in a system based on SAP S/4HANA on
Premise. The installation of this component is not possible in an SAP ERP system,
the component is only for an SAP S/4HANA on Premise system.
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Preparing installation
Component S4CORE
Release: 100
Component SAP_ABA
Release: 75A
Component SAP_BASIS
Level: 750
Another precondition for installing the OTVIM4S package is VIM 7.5 SP4.
Component OTEXVIM
Support package SAPK-75004INOTEXVIM
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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.
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Chapter 47
Installing the OpenText package
3. On the menu, click Installation Package > Load packages > From Front
End and load the OTVIMS4_INST_750_S4.SAR file.
5. Select the package for the OTVIMS4 component. Carry out the import of the
package as described in the respective SAP documentation.
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Part 14
Vendor Invoice Management integration
with Ariba, PI scenario objects installation
Part 14 Vendor Invoice Management integration with
Ariba, PI scenario objects installation
This section describes the installation of the additional objects required to integrate
VIM with Ariba Network using the SAP NetWeaver Process Integration adapter
scenario (PI) and Ariba Cloud Integration (CI) components.
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Chapter 48
Importing ABAP workbench objects
You can select Ariba CI components to be used for your Ariba integration project
with the PI scenario. If you need to send status updates from SAP ERP back into the
Ariba Network, you need to import a set of transports and then adjust the VIM
configuration as described in section 24.2 “Integrating the Ariba SAP NetWeaver
Process Integration adapter” in OpenText Vendor Invoice Management for SAP
Solutions - Configuration Guide (VIM-CGD). The adapter version CI-8 and later is
supported.
Because of dependencies on the Ariba CI-8 adapter, OpenText delivers the necessary
ABAP workbench objects as a separate set of transport files. You find the transport
files on My Support.
The delivery of the transport files is provided with VIM 7.5 SP5. This scenario is
supported by VIM 7.0 SP3 and VIM 7.5 SP1 and later VIM versions. You can use the
provided transport files with the mentioned older VIM versions and SPs.
1. On My Support, access VIM 7.5 SP5 and Ariba Cloud Integration with PI
(https://knowledge.opentext.com/knowledge/cs.dll/Open/64801445).
1. EW3K901050
2. EW3K901080
3. EW3K901083
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Part 15
Vendor Invoice Management ABAP Invoice
Analysis app components installation
Part 15 Vendor Invoice Management ABAP Invoice
Analysis app components installation
This part describes the installation of the two Vendor Invoice Management ABAP
components that are needed for the VIM Invoice Analysis Fiori app (Invoice
Analysis app). The first component OTVIMWSR must run on the backend system,
where the VIM system is installed. The second component OTVIMWUI must be
installed on the front-end system. The installation of the components is optional, but
they are necessary if you want to use the Invoice Analysis app.
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Preparing installation
Component Password
OTVIMWSR 2BE2C0725B
OTVIMWUI 2BE2C07440
The Invoice Analysis web application requires SAP Basis 7.40 Support Package
Level 9 or higher. The Invoice Analysis web user interface requires at least UI5
version 1.26.8. You can check the installed version by following the relative URL /
sap/public/bc/ui5_ui5/index.html.
Prior to installation, check the following prerequisites. For more information about
the overall system landscape and the relevant AddOn packages with detailed
prerequisites, see “System landscape” on page 262.
OSS notes Check the following OSS notes to avoid known problems with the SAP Add-On
Installation Tool (SAINT):
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Chapter 49 Preparing installation
Invoice Analysis The Invoice Analysis app uses a backend system and a frontend system. Both
app prerequi- systems have different system requirements. The backend system is a VIM system
sites
with the component IW_BEP (backend provider), which is available from SAP BASIS
700 SP 0022.
For the frontend system, you need SAP NetWeaver AS ABAP 7.40 SP09 as
precondition.
Another precondition for installing the Invoice Analysis app package is VIM 7.5 SP4.
Component OTEXVIM
Support package SAPK-75004INOTEXVIM
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.
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Chapter 50
Setup for the Invoice Analysis app
Setting up the Invoice Analysis app comprises the following deployment options:
• System landscape
• Configuring network options
• Checking the Fiori landscape
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Chapter 50 Setup for the Invoice Analysis app
The Invoice Analysis app includes the VIM Invoice Analysis UI (AddOn OTVIMWUI).
Minimum requirement for this AddOn is the following.
OpenText recommends that you install the OTVIMWSR AddOn on the same system as
the OTEXVIM AddOn, as shown in Figure 50-1: “Invoice Analysis app landscape”
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50.2. Configuring network options
on page 262, but any other installation variants are also possible. However, all
systems must be connected using trusted RFCs.
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Chapter 51
Installing the OpenText packages
This chapter describes the installation of the two packages needed for the Invoice
Analysis app.
3. On the menu, click Installation Package > Load packages > From Front
End and load the OTVIMWSR_INST_750.SAR file.
5. Select the package for the OTVIMWSR component. Carry out the import of the
package as described in the respective SAP documentation.
3. On the menu, click Installation Package > Load packages > From Front
End and load the OTVIMWUI_INST_750_740.SAR file.
5. Select the package for the OTVIMWUI component. Carry out the import of the
package as described in the respective SAP documentation.
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Chapter 52
Activating services
Prerequisite All connection settings must be configured accordingly and the SAP NetWeaver
Gateway must be activated.
Therefore you might need to connect to the backend system where the AddOn
Package OTVIMWSR is installed according to your system landscape setting.
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Chapter 52 Activating services
After that you must activate the registered service. To activate the service, run
the SICF transaction and activate the /sap/opu/odata/OPT/
VIM_FX_VA2_SRV_SRV_V2 service.
To activate the service, run the SICF transaction and activate the /sap/bc/ui5_ui5/
opt/ svanreports service.
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52.3. Activating the service nodes on BSP and UI5
2. Navigate to the following path: default_host > sap > bc > bsp.
4. Right-click the bsp service and create the new sub-element opt.
5. When opt is created, right-click the opt service and create a new sub-element
svanreports.
6. To activate the newly created services opt and svanreports, right-click them,
and then click Activate Service.
2. Navigate to the following path: default_host > sap > bc > ui5_ui5.
4. Right-click the ui5_ui5 service and create the new sub-element opt.
5. When opt is created, right-click the opt service and create a new sub-element
svanreports.
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Chapter 52 Activating services
6. To activate the newly created services opt and svanreports, right-click them,
and then click Activate Service.
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Chapter 53
This section provides a description how to create a solution specific tile for the SAP
Fiori Launchpad. Every tile is referring to the same Invoice Analysis web application
but with different parametrization.
For more details and further information about the Fiori Launchpad, see http://
scn.sap.com/docs/DOC-53178.
When creating tiles for the Launchpad, there are three different ways how you can
link an application. For a UI5 application that is delivered as component, only the
“Target Mapping SAP UI5 Fiori App” mechanism is recommended.
Direct Link
The tile is directly referring to a relative or absolute URL.
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Because the Invoice Analysis app is delivered as a UI5 component, the tile creation
description is referring to “Target Mapping SAP UI5 Fiori App”.
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Note: For the Invoice Analysis app, at least one catalog is necessary. If you
plan to enroll the Fiori Launchpad configuration to another Fiori server,
ensure that a customizing request is specified, using the Settings button.
a. In the Intent area, choose the Semantic Object you have created in Step 1
on page 272 and specify an Action.
You can freely define the action. You must remember it when creating the
solution tiles. For that string, no value help is provided.
b. In the Target area, click SAP UI5 Fiori App for the Source of Navigation
Target.
c. Enter the parameters exactly as follows.
Title
<A title of your choice>
URL
/sap/bc/ui5_ui5/opt/svanreports
Component
ot.vim.van
4. Create tiles.
After you have defined the target mapping, you can create the wanted solution
tiles. For the Invoice Analysis app, you can create a static tile.
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General
Title
<A title of your choice>
Subtitle
<A subtitle of your choice>
Navigation
Semantic Object
Enter the object that you have created in Step 1 on page 272.
Action
Enter the action that you have defined in Step 3 on page 273.
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7. Configure a direct link from the Gateway Server.
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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
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
Archive system
ArchiveLink
Service integrated in the SAP NetWeaver Application Server ABAP for linking
archived documents and the application documents entered in the SAP ERP
system
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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®
Baseline
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).
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Business Center
OpenText Business Center for SAP Solutions. OpenText product that helps
receiving incoming documents, capturing processes, and filing them within a SAP
system. VIM is tightly integrated with Business Center.
Business rules
Rules that describe the operations, definitions and constraints that apply to an
organization
Event used for extending a Non PO invoice functionality to call a custom program
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 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
COA
See Approval chart of authority (COA).
Coding
Contract agent
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Dashboard
User interface that organizes and presents information in a way that is easy to
read. Users can also perform actions from the dashboard.
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.
DocuLink
OpenText™ DocuLink for SAP Solutions enables the archiving, management and
retrieval of SAP CRM or SAP ERP documents from within the SAP infrastructure.
VIM component that captures invoice metadata including line items for PO and
performs preconfigured business rules
Document type
DP
See Document Processing (DP).
DSO
See DataStore Object (DSO).
DTP
See Data Transfer Process (DTP).
Duplicate analyzer
EDI
See Electronic Data Interchange (EDI).
Method for transferring data between different application systems in the form of
messages. SAP applications support EDI with messages sent in an SAP
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Glossary
Error handling method. Event Type Linkage determines what the application
should do in case an error could not be handled.
Exception
FI
See Financial Accounting (FI).
IAP
See Invoice Approval (IAP).
ICC
See Invoice Capture Center (ICC).
IDoc
See Intermediate Document (IDoc).
IE
See Invoice Exception (IE).
Indexer
Indexing
InfoArea
InfoCube
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Glossary
enhanced star schema: A large fact table in the middle surrounded by several
dimension tables
InfoObject Catalog
InfoObject
Smallest information unit in SAP NetWeaver BW. Key figures and Characteristics
are collectively called InfoObjects.
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
Information provider
VIM component that enables users to perform coding, approving and rejecting
invoices
Invoice approver
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
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VIM component that handles the exceptions that arise after an SAP invoice is
created
Invoice requester
Key Figure
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
See Logistic invoice (LIV).
MM
See Materials Management (MM).
MultiProvider
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Namespace
Name range reserved by SAP for customer objects and SAP objects to make sure
that objects are not overwritten by SAP objects during the import of corrections or
an upgrade
Number range
Array of numbers that can be used for an object in the SAP ERP system
OCR
See Optical character recognition (OCR).
Park
Situation where an invoice is not posted and is waiting for further processing
Temporary document that the AP processor can change and post. SAP assigned
document number becomes real number when posted.
PIR
See Non purchase order (Non PO) invoice (PIR).
PO
See Purchase order (PO).
Invoice that has already been posted in SAP ERP. Only free-form text fields can
be changed. Related documents such as POs or good receipts may be created or
changed to effect the invoice. If the document is not needed, it must be cancelled
( PO invoice) or reversed ( non-PO invoice).
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Price variance
Situation where the price on the invoice is different from the price in the purchase
order
Process Chain
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
PSA
See Persistent Staging Area (PSA).
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
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Roles
SAP application that provides software for ticket systems, for example in the
Accounts Payable department.
SAP software that contains a rich set of tools to improve and automate Shared
Service Center operations.
Scan operator
Person who scans the invoices into images (may not have a SAP ID)
Service approver
Service requisitioner
Summary Report
Swimlane
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Tax expert
Person who advises on invoices that need tax audit. Normally tax department
personnel.
Transformation (TRF)
TRF
See Transformation (TRF).
VAN
See VIM Analytics (VAN).
Vendor maintenance
Person who is responsible for creating and maintaining the vendor master
records
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.
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