Prerequisites#

Confirm the following items before you start the scenarios in Document Management Tutorial.

Permissions#

Your user must have a Role that grants the following security features:

Feature	Used to
`Document.Create`	Create a Document.
`Document.Edit`	Edit a Document, including its Read and Understand settings.
`Document.Show`	Open and view a Document.
`Document.Download`	Download a Document.
`Document.SetEffective`	Set a Document version effective.
`Document.ReadAndUnderstand`	Confirm that a Document was read and understood.
`ContextResolution.EditData`	Add rows to the context tables.

Table: Security features required for the scenarios

Info

For more information, see Features.

Use Case Data#

The different scenarios use the following example data. You can replace it with data from your own environment.

Entity	Example	Used in
Step	`Mixing`	Show a Document at Material Track-In Enforce Read and Understand at Track-In
Product	`Belgas`	Show a Document at Material Track-In Enforce Read and Understand at Track-In
Material	`Cookie01`, a material of the product `Belgas` that is ready to track in at the step `Mixing`	Show a Document at Material Track-In Enforce Read and Understand at Track-In
Resource	`Mixer-01`, with a state model such as SEMI E10	Show a Document in a Resource Change State
User and Role	A user that belongs to an applicable Role	Enforce Read and Understand at Track-In

Table: Master data used in the scenarios

The Document Group and Document Type values come from lookup tables. For more information, see:

Info

The configuration of the foundation model, including Calendar, Facility, Area, Steps, Resources, Services, Flows, Products, and Materials, is outside the scope of this tutorial.

Next Scenario#

Continue with Create and Organize Documents.