Introduction
This page defines the configuration settings related to Documents.
DMS document must be KPro enabled to be used with BlueWorx
Settings
The following is an illustration of this page/ tab:
Settings
The following are the field settings on this tab:
| Field | Description/ Usage | Recommendation |
|---|---|---|
| Document Lists On Device | ||
| Equipment Document List | ON to store Equipment document information which will be synchronised to the device. | Set and Avoid Change. If this setting is changed existing document information will not be cleared, nor added. Existing document information will continue to be synchronised until a full Master Data Refresh. |
| FL Document List | ON to store Functional Location document information which will be synchronised to the device. | Set and Avoid Change. See recommendations above for the Equipment List setting. |
| Measurement Point Document List | ON to store Measurement Point document information which will be synchronised to the device. This functionality was introduced in SP13. | Set and Avoid Change. See recommendations above for the Equipment List setting. |
| Document Download | ||
| Assistant Active | If the Assistant is ON it will collate the documents attached to Work Orders, Notifications, and their associated technical objects as selected in the object settings below. | |
| The following settings in this section only apply when the Assistant Active setting is ON: | ||
| Max Size (MB) | This is the maximum size of files that are automatically downloaded | |
| Automatic in Sync | Controls whether document syncs occur automatically when BlueWorx syncs with SAP. | |
| Auto on Mobile Network | Visible/ applicable only when Automatic in Sync setting is ON. Controls whether documents are automatically downloaded when a connection is via a mobile network:
| |
| Work Orders | Controls whether documents directly attached to Work Orders (GOS, or DMS) or by Document PRT are synced:
| If Assistant is active then ON |
| Work Order Objects | Controls whether documents for the Technical Objects referenced in Work Orders (e.g. Equipment and Functional Location documents) are synced:
| |
| Work Order Notifications: | Controls whether documents directly attached to Notifications (GOS, or DMS), that are associated with synced Orders, are synced:
| If Assistant is active then ON |
Notifications | Controls whether documents directly attached to Notifications (GOS, or DMS) are synced: | |
| Notification Objects | Controls whether documents for the Technical Object referenced in Notifications (e.g. Equipment and Functional Location documents) are synced:
| |
| Document Upload | ||
| Document Upload | Controls whether users can upload documents (files) for Orders, Notifications, FL and Equipment:
| Recommend ON as this feature provides real business value in gathering contextual information. |
| Max Upload Size | >Controls the maximum document size that can be uploaded in Megabytes | |
| Document Repository | Controls which document repository will be used for documents uploaded through BlueWorx:
| |
| DMS Document Type | Used in conjunction with the DOC option in the Document Repository field, this setting controls which DMS document type will be used on upload. The document type, as configured using SAP configuration via SPRO > Cross-Application Components > Document Management > Control Data > Define Document Types. | |
| DMS Storage Category | Used in conjunction with the DOC option in the Document Repository field, this setting controls which DMS document storage category will be used on upload. The storage category, as defined using SAP transaction OACT. | |
| Allowed Document Types (for Download) | ||
| Add Document Type button | Add an allowed SAP DMS Document Type to download. This setting is specific to DMS Document Types. It does not apply to GOS or Custom document sources. Note that all documents will be displayed when on browser as they are retrieved online and on request. This setting allows for more precise control over what documents go to mobile applications - to conserve storage, sync time and (potentially) mobile data. | |
| Auto Download | If auto download is active for documents, select if this document type is included. | |
| Image Settings | ||
| Save Image to Gallery | Controls whether photos taken on a device through BlueWorx are saved to a mobile device's image gallery. | Recommend OFF to conserve storage space on device over time |
| Image Quality | Controls the quality of photos. Think about the general use of the photos. For example:
Note that the translation from this setting to actual file sizes depends on the photo and the device and operating system. | |
| Online Reporting | ||
| Days to keep reports on device | If the linked object for the report is no longer on the device, then delete the report. Otherwise, if the report expiry date is non-zero, delete any reports older than x days | 20 |