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Using Archive Link functionality to store attachments

Using Archive Link functionality to store attachments in 3rd Party Document Management Systems

Documents can be attached in CRM Web UI, using the Attachments assignment block. These attachments are usually stored in SAP server unless they are designated to be stored in a 3rd party content repository.

Document Storage in SAP server

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In order for the documents be stored in 3rd Party content repository , the Archive Link document folder , corresponding to the file type that we wish to store should be selected and the document needs to be attached.

Document storage using Archive Link

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Steps to setup 3rd Party DMS related Configuration

  1. Define Content Repository

    SPRO: SAP NetWeaver->Application Server ->Basis Services ->Archive Link ->Define Content Repositories

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  2. Maintain Document Type

SPRO: SAP NetWeaver->Application Server ->Basis Services ->Archive Link->Edit Document Type

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3. Edit Links

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  • It is also possible to use standard content server functionality (no archive link), but assign it to the 3rd party content server. Then you can use all features from the CRM, like authorisations for attachments, drag&drop, badi, simple search, etc. For some hints check the note 491701.