This document summarizes traditional usage scenarios and business value solutions for integrating OpenText, SAP, and SharePoint. It discusses connecting content, processes, and users within and outside of SAP applications. It provides an example of using the platforms for enterprise asset management. The document concludes with an overview of the system for archiving, records management, site deployment, and identifying a roadmap for strategic and tactical solutions.

1. OpenText, SAP and
SharePoint
Thomas Demmler
Director Product Management
SAP Solutions Group
#xECM
Copyright © OpenText Corporation. All rights reserved.

2. Traditional Usage Scenarios of
OpenText, SAP and SharePoint
DoD 5015.2
and VERS
Storage Archiving (SP) Formal Site Deployment Legacy
Optimization (SP) Document Archiving Compliance (SP) Decommissioning
Data Archiving (SAP) (SAP) (SP + SAP) Business Views
(SAP)
Business Value Solutions that address primarily IT

3. Enabling Business Transformation
with OpenText, SAP and SharePoint
Information Technology Procurement Customer
Human Resources Financial Production & Operation

4. Enabling Business Transformation
with OpenText, SAP and SharePoint
Information Technology Procurement Customer
Storage Opt. / Data Archiving Manage Sourcing Projects Brand Asset Management
Archival / Document Archiving Order Materials and Service Sales Account Management
Compliance Manage Suppliers & Contracts Customer Service & Billing
Rapid Site Deployment
Legacy Decom. / Bus. Views
Human Resources Financial Production & Operation
Manage Employee Information Customer Invoicing Enterprise Asset Management
Talent Sourcing & Acquisition Collections Logistic and Distribution
Reward and Retain Expense Management Eng. Construction & Operations
Accounts Payable Quality Management

5. Agenda
1 Connecting Content, Processes and Users
2 Example: Enterprise Asset Management
3 Outlook/Summary

6. Connecting Users and Content
Inside and Outside of SAP
SAP User Non-SAP User
SAP Non-SAP
Related Content Related Content

7. Connecting Users and Content
Inside and Outside of SAP
SAP User Non-SAP User
Business
Workspace

8. ECM based on the SAP Business Model
The Concept of Business Workspaces
Material Supplier, PO
Workspace Workspace
Materials Vendors
SAP MM
SAP FI, SRM
SAP PM
Projects
Assets &
Plants
Project SAP PS
EQUI, FLOC
Workspace
SAP SD, CRM
Workspace
Simple folder structures are very often not sufficient for representing complex SAP business objects or
Customers
SAP PLM, QM
processes. For that reason SAP Extended ECM offers powerful Business Workspaces with built-in
Products Customer
SAP connectivity to combine business content, processes, and people. Business Workspaces give a
Workspace
complete view on business objects like a vendor or a material, but also on processes like a sourcing
Product
project or a root cause analysis for an equipment.
Workspace

9. Connecting Content to Processes
The Concept of Business Workspaces
Content-Enriched Business Processes
Roles Transactions
SAP
Business Object
Data Events
Business
Workspace
Relationships Business Object Policies & Roles
Meta Data Folder Structures Documents
Folder 1
Customer ABC Folder 2
ID 4711 Sub Folder 1
Date 21.12.2009 Sub Folder 2
Sub Folder A
Status Prospect Sub Folder B
Owner Meier Folder 3
Activity Feeds Workflows Tasks & Follow ups
Records Management

10. Universal Access to Business Workspaces
SAP GUI, SAP NWBC SAP CRM, SAP SRM, SAP PPM SAP NetWeaver Portal
Business
Workspace
SharePoint MS Windows Explorer
Mobile Extended ECM Web UI MS Outlook / Lotus Notes

11. Agenda
1 Connecting Content, Processes and Users
2 Example: Enterprise Asset Management
3 Outlook/Summary

12. Enterprise Asset Management
Content Management for Key Process Areas
Asset Lifecycle
Plan and Procure and
Commission Operate Maintain Decommission
Design Build
Planning, Building, and Commissioning Assets Functional
Equipment
Project Supplier Location
Workspace
Workspace Workspace Workspace
Asset Visibility and Performance
Notification Work Order Shutdown
Workspace Workspace Workspace
Optimized Asset Operations and Maintenance Equipment
Failure
Analysis
Material
Asset Safety and Compliance Workspace
Facility
Real Estate Lifecycle Management Workspace

13. Enterprise Asset Management
Content Management for Key Process Areas
Asset Lifecycle
Plan and Procure and
Commission Operate Maintain Decommission
Design Build
Provide business workspaces for key SAP business objects
in asset management:
Functional
Location
Equipment
Maintenance
Materials
Notification
Maintenance
Order
Project Supplier
Task List

14. Enterprise Asset Management
in Microsoft SharePoint
SharePoint User
Interface OpenText
AGA (Application
Governance and
Archiving)
Business Workspaces for
Equipment, Functional
Locations, Maintenance
Notifications, and
Maintenance Orders

15. Functional Location Business Workspace
Enterprise Asset Management in Microsoft SharePoint SharePoint users can
access attributes of SAP
Comprehensive ECM Functionality technical objects and
process information.
Hierarchy of Functional
Locations according to
Technical documents like drawings, SAP PM structure
manuals, etc. of the functional
location are managed in the Business
Workspace, which is attached to a New or changed
SAP Functional Location documents

16. Equipment Business Workspace
Enterprise Asset Management in Microsoft SharePoint
Hierarchy of related
Technical documents like drawings,
equipment according to
manuals, etc. of the piece of
SAP PM structure
equipment are managed in the
Business Workspace, which is
attached to a SAP equipment

17. Material Business Workspace
Enterprise Asset Management in Microsoft SharePoint
SharePoint users can
access attributes of SAP
Material Management.
Bill of Material
Material documents like
specifications, purchasing Related Vendors delivering the
information or import / trade material
information are managed in Business
Workspace, which is attached to a
SAP material New or changed
material
documents

18. Vendor Business Workspace
Enterprise Asset Management in Microsoft SharePoint
SharePoint users can
access vendor
information managed in
SAP ERP + SAP SRM.
360° view on
Materials provided by
Vendor documents;
this Vendor;
includes native SAP
managed in SAP MM.
documents.
Requests for Quotation
and Purchase Orders;
managed in
SAP ERP + SAP SRM.

19. Vendor Business Workspace
Enterprise Asset Management in SAP NW Business Client
Same 360° view on
Vendor documents;
natively inside SAP
ERP and SAP SRM
transactions.

20. Vendor Business Workspace
Enterprise Asset Management in Extended ECM Web UI
Access easily vendor information
managed in SAP ERP + SAP SRM.
360° view on
Vendor documents;
includes native SAP
documents.
Vendor KPIs
at a glance.
Materials provided by
this Vendor;
managed in SAP MM.
Recent
Changes

21. Belgian Railways
Have a look at this compelling
asset management solution at:
http://wp.me/p1Eq2T-3k
Maintenance (Revision and Modernization)
Increase Safety, Traceability, and Reduce Costs
Consolidation Integration with SAP PM
One Version of the Truth Business Workspaces
+ +
Universal Access Records Management

22. Agenda
1 Connecting Content, Processes and Users
2 Example: Enterprise Asset Management
3 Outlook/Summary

23. System Overview
Microsoft SharePoint
Archiving & Records Business Workspace
Site Deployment
Management User Interface
OpenText Extended ECM
Business Data
Business Roles &
Relation- Synchroni- ArchiveLink RM for SAP
Workspaces Policies
ships zation
OpenText Enterprise Library
Document Metadata Records
Archiving Search
Management Management Management

24. Archiving & Records Management
Integrated Usage Scenarios
 Storing SharePoint documents in Business Workspaces
 Interactive Archiving: “Send to Enterprise Library”
 Profile based document archiving
 Synced Copy archiving
 Collaborating with SharePoint document workspaces
 Copying Business Workspace documents to SharePoint
 Creating links to Business Workspace documents

25. Site Deployment
Integrated Usage Scenarios
 Deploying SharePoint collaboration sites that are
connected to specific Business Workspace
 Collaborating in SharePoint
 Site Termination: Archiving site information into related
Business Workspace

26. Enterprise Content Management
Identify Your Roadmap to Success
Vision
Strategic Solution
Unified ECM Platform
Enterprise Records Mgmt
Procurement Enterprise Asset Mgmt
Employee File Mgmt Customer Service
Tactical Solution
Invoice Management
SAP Document Archiving
SP Archival
SAP Data Archiving
SP Storage Optimization
Quick Wins Midterm Strategy Long-Term Strategy

27. OpenText, SAP and SharePoint
Thomas Demmler
Director Product Management
SAP Solutions Group
Email: thomas.demmler@opentext.com
Blog: http://thomasdemmler.wordpress.com/
LinkedIn: http://de.linkedin.com/in/thomasdemmler
Slideshare: http://www.slideshare.net/thomasdemmler
Join the SAP xECM by OpenText
Feel free to contact me. professionals group at LinkedIn.