SAP Knowledge Base Article - Public

2550626 - How to clean existing Document Management Service vendor config data

Symptom

  • How to clean existing DMS vendor config data
  • Unable to select a different vendor

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors HXM Suite

Reproducing the Issue

Step to reproduce the issue:

  1. Enable Document Management Service in provisioning
  2. Add "Document Management Configuration" to admin role permissions
  3. Open "Configure Document Management" in Admin Center
  4. Select "Successfactors" as document management vendor in the tool
  5. Try selecting a different vendor - system does not allow this

    ConfigureDocumentManagement.jpg

Cause

  • This is expected behavior
  • The options are grayed out because you already had selected a Document Management Service.

Resolution

  • DMS vendor config doesn't encourage frequent switch. So if you want to connect to another DMS vendor, you need to first clean the existing DMS vendor config data. 
  • The customer will have to migrate the attachments from Successfactors framework into the new selected framework.
  • The migration itself is a Professional Services paid engagement and not in scope for support

To Clean the old configuration:

PRE-REQUISITES: Please check and ensure that all necessary permissions and settings for integrating 3rd party document storage with BizX are set as described in the Admin Guide.

  1. Clean the old configuration copied from SOURCE instance. You will need to navigate to "Manage Data" page > OBITenantConfig > dms. Select Take Action > Permanently Delete Entry.

    DMS_OBITenantConfig.png

  2. Under "Manage Data" page, search for DMSPersonFolder. Delete all existing records created for this object by selecting each record > navigate to Take Action > Permanently Delete Entry.

    NOTE:
    Please give a gap of +/-20min for the changes to take place before proceeding to the next step.

    DMS_DMSPersonfolder.png


  3. Go to Admin Center > Configure Document Management page. 

  4. Select on "OpenText" radio button and configure the supply the fields below. Please engage OpenText if you do not know the information required below.

    • Endpoint
    • System User
    • System Password
    • Click "Get Repository" for the REPOSITORY field to be populated.

      openTextConfigPage.png

 

Keywords

DMS, Document Management Service, MDF, Box, OpenText, SuccessFactors, PeopleDoc , KBA , LOD-SF-PLT-DOC , Document Management , LOD-SF-PLT , Platform Foundational Capabilities , How To

Product

SAP SuccessFactors HXM Suite all versions