Customizing

The Customizing screen is divided into two areas.

The customers along with the accompanying data are displayed on the left side in a tree. The following are located under every customer node:

• External systems (see Connection Settings),

• Advanced Lock Objects (verfeinerte Sperrobjekte), and

• Customer and Project.

You can access the available functions via the context menu.

The details of the object selected in the tree can be displayed or edited on the right side.

Please note that all editing options are available in edit mode only. An editable customer node appears green and is locked for editing by other users.

Connection Settings

You can manage the connection settings under 'External systems'.

Specify how enaio® server can be accessed under 'OS systems'.

Field	Description
OS system	User-defined name
Name	User-defined description
System type	Type of the OS system: 'R' for a call via an .os file 'W' for enaio® webclient 'Q' for enaio® client
URL	Address of enaio® gateway

Click the Change PW button. Once you have done this, you can then maintain the login data for the system:

Field	Description
OS user/OS password	Log in to enaio®
HTTP user/HTTP password	Log in to enaio® gateway
Proxy user/proxy password	Log in to a proxy if it is necessary to use a proxy which requires the user to sign in.

 

Under 'Repositories', the technical cabinets on the enaio® systems defined above are assigned to the content repositories of the SAP® systems required for document storage.

Field	Description
SAP® system	SAP® system ID
Content repository	Content repository in SAP® to which the document types to be stored have been assigned (can be selected using input help).
OS system	enaio® system (can be selected using input help).
Technical cabinet	Technical cabinet for storing SAP® documents (can be selected with input help; the internal name is then auto-populated if it is available).

 

The following functions are also available here:

Function	Explanation
Test	The connection to enaio® is checked. The results of the check are described in a pop-up window and displayed in various colors.
Export (in context menu)	The connection settings can be assigned to an SAP® transport order.

Advanced Lock Objects (verfeinerte Sperrobjekte)

Concurrent write accesses must be prevented when transferring data from SAP® to the enaio® system. Access is locked at a cabinet level for that reason. The objects that are blocked from being filed as a result wait in the queue for the next filing job.

If the number of concurrent accesses is too high, the lock can be limited to fields. For example, the entire supplier cabinet is no longer locked, but only the supplier that is currently being edited.

Advanced lock objects may only be set up if it can be ensured that concurrent write accesses do not take place below the locked area.

Entries in this table may result in concurrent write accesses and inconsistent data in the ECM system.

The following functions are available to you in the tree item's context menu:

Function	Explanation
Export	The lock objects can be assigned to an SAP® transport order.