Employee File Management 4.0.1 - Installation

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EFM installation OT

Text of Employee File Management 4.0.1 - Installation

  • OpenText Employee File Management

    Installation Guide

    The OpenText Employee File Management installation guidedescribes the installation of the OpenText Employee FileManagement 4.0 SP1 components.

    EIM040001-IGD-EN-1

  • OpenText Employee File ManagementInstallation GuideEIM040001-IGD-EN-1Rev.: 26. Mar. 2014

    This documentation has been created for software version 4.0.1.It is also valid for subsequent software versions as long as no new document version is shipped with the product or ispublished at https://knowledge.opentext.com.

    Open Text SA

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    Copyright 2014 by Open Text Corporation

    OpenText is a trademark or registered trademark of Open Text SA and/or Open Text ULC. The list of trademarks is notexhaustive of other trademarks, registered trademarks, product names, company names, brands and service namesmentioned herein are property of Open Text SA or other respective owners.

    Disclaimer

    No Warranties and Limitation of Liability

    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 theaccuracy of this publication.

    https://knowledge.opentext.comftp://ftp.opentext.comhttp://www.opentext.com

  • Table of Contents1 About OpenText Employee File Management ........................ 51.1 What is OpenText Employee File Management? ................................. 51.2 About this document .......................................................................... 51.2.1 Target audience ................................................................................ 6

    2 Checking prerequisites ............................................................. 72.1 SAP prerequisites ............................................................................. 72.2 OpenText prerequisites ..................................................................... 82.3 Installation tool .................................................................................. 8

    3 Summary of installation steps ................................................. 9

    4 Installing ................................................................................... 114.1 Installing packages .......................................................................... 114.2 Activating BC sets ........................................................................... 134.3 Configuring Web Dynpro ................................................................. 16

    5 Importing EPA archive for ESS/MSS and HRadministrator ............................................................................ 19

    6 Installing integration for Employee Interaction Center(EIC) .......................................................................................... 21

    7 Upgrading ................................................................................. 237.1 Upgrade from EFM 3.0 or 3.5 to EFM 4.0 ......................................... 237.2 Delta upgrade from EIM 2.5 to EFM 3.0 ............................................ 237.3 Upgrading the SAP system .............................................................. 25

    EIM040001-IGD-EN-1 OpenText Employee File Management iii

  • Chapter 1

    About OpenText Employee File Management

    1.1 What is OpenText Employee File Management?OpenText Employee File Management (EFM) provides employees in the HumanResources (HR) department access to all HR-related documents in an electronicpersonnel file. Thus, working with paper documents can be reduced to a minimum.

    EFM offers data protection that guarantees only authorized employees can accessthe documents. Combined with OpenText Archive and Storage Services, EFMprovides secure long-term storage.

    EFM provides a clear folder structure of content such as original documents, masterdata, employee-related emails and Microsoft Office documents in SAP. Double-clickon a document opens it in the appropriate viewer. The search function makesretrieving information on employees easier.

    EFM provides a direct link to the SAP ERP Human Capital Management (HCM)objects. So, you can access the corresponding SAP transaction to view, change, orcreate data records. Creation of documents is supported by integration of an uploadfunction in Employee-Self-Service (ESS) and Manager-Self-Service (MSS); a centralDocument Inbox manages typical document workflows.

    For quick and easy access to documents in a web-based environment, EFM offers theEFM Web UI, including a feature that allows you to browse through thumbnails ofthe documents. The EFM Web UI is based on the SAP Web Dynpro technology.

    For mobile access to documents, EFM provides a document viewer with extensivefiltering capabilities. Currently, Android-based devices and the iPad are supported.

    1.2 About this documentThis guide describes the installation and upgrade process in the SAP environmentonly.

    For information on the other packages, see the individual installation guides. Forinformation on supported hardware and software platforms, check the ReleaseNotes in the OpenText Knowledge Center.

    ImportantNote that there may be a more recent version of this installation guide in theOpenText Knowledge Center. Look there for the most up-to-date version.

    EIM040001-IGD-EN-1 OpenText Employee File Management 5

  • 1.2.1 Target audienceThe following knowledge is required from the person dealing with the installationas described in this document:

    In-depth knowledge of SAP administration tasks, in particular the SAP Add-OnInstallation Tool (SAINT).

    Basic knowledge of the employed operating system.

    For installation of the ESS/MSS scenario, basic knowledge about administrationtasks in the SAP NetWeaver Portal environment is required.

    Chapter 1 About OpenText Employee File Management

    6 OpenText Employee File Management EIM040001-IGD-EN-1

  • Chapter 2

    Checking prerequisites

    2.1 SAP prerequisitesEFM can be installed on systems with SAP ECC 6.0 or higher.

    Note: Special versions are available for SAP ECC 6.0 EhP4 and EhP5; however,all EFM versions can also be used on higher systems with higher versions.

    Check the following prerequisites prior to installation:

    SAP support packagesCheck the latest version of the Release Notes in the OpenText Knowledge Centerfor required support packages for the employed SAP system prior toinstallation.

    OSS notesCheck the following OSS notes to avoid known problems with the SAP Add-OnInstallation Tool (SAINT):

    SAP 7.00 - OSS note 822380 Installation information - OSS note 1267724 SAPCAR tool - OSS note 212876

    Web Dynpro ABAPThe necessary configuration of Web Dynpro has to be provided on the serverwhich will provide the Web Dynpro UI application of Employee FileManagement.For more details see Configuring Web Dynpro on page 16.

    SAP NetWeaver Portal 7.0 (ESS/MSS and HR administrator scenarios only)In order to run the ESS/MSS and HR administrator scenarios in SAP NetWeaverPortal, the SAP NetWeaver Portal 7.0 (2004s) or higher is required and thebusiness packages for ESS/MSS and HR administrator must be installed in theportal.Required minimum versions for the ESS/MSS business packages are:

    Employee Self-Service 1.0 SP 14 (BP_ERP5ESS 1.0 SP14) Manager Self-Service 1.0 SP 14 (BP_ERP5MSS 1.0 SP14)

    The HR administrator scenario requires the business package HR Administrator1.41 SP2 (BP_ERP05 HR ADMINISTRATOR 1.41 SP2)

    Installation and administration of SAP NetWeaver Portal and the businesspackages is described in the respective SAP documentation.

    EIM040001-IGD-EN-1 OpenText Employee File Management 7

  • Note: If you plan to run the ESS/MSS and HR administrator scenarios inthe SAP NetWeaver Business Client (NWBC), you do not require aninstalled SAP NetWeaver Portal; however, this solution requires SAP ECC6.0 EhP5 as a minimum.

    2.2 OpenText prerequisitesCheck the following prerequisites prior to installation:

    OpenText Archiving and Document Access for SAP Solutions 10.0 SP2 (softwarecomponent OTEXBAS) must be installed on the SAP system. The correspondingsoftware can be downloaded from the OpenText Knowledge Center.

    In order to use EFM full-text search and retention management (softwarecomponent OTEXERM), OpenText Extended ECM for SAP Solutions 10.0 SP2(software component OTEXRL) and EFM software component OTEXEIM must beinstalled on the SAP system.

    In order to support the thumbnail view in the DocuLink Web UI, the OpenTextImaging Web Viewer 10.0.0 is required as a minimum. However, OpenTextstrongly recommends to employ OpenText Imaging Web Viewer 10.2.0 with thelatest patch. The corresponding software can be downloaded from the OpenTextKnowledge Center.

    Refer to the most recent product documentation, release notes and patchesdescription released in the OpenText Knowledge Center.

    Note: If you upgrade from EFM 3.5 or 3.5 SP1, note that tickets created withthe ESS and MSS Upload applications cannot be processed with the new EFMDocument Inbox in EFM 4.0. Therefore it is required to process all open ticketsbefore an upgrade to EFM 4.0 is started. For details see also Upgradingon page 23.

    2.3 Installation toolEFM uses the SAP Add-On Installation Tool (SAINT) for installation. SAINT us