---
alias: tutorials-document-management-prerequisites
description: "Security features, context tables, and master data required before you start the Document Management scenarios"
---

# Prerequisites

Confirm the following items before you start the scenarios in [[tutorials-document-management-tutorial-index]].

## 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 [[user-guide-security-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` | <ul><li>[[tutorials-document-management-scenario-material-track-in]]</li><li>[[tutorials-document-management-scenario-read-and-understand]]</li></ul> |
| Product | `Belgas` | <ul><li>[[tutorials-document-management-scenario-material-track-in]]</li><li>[[tutorials-document-management-scenario-read-and-understand]]</li></ul> |
| Material | `Cookie01`, a material of the product `Belgas` that is ready to track in at the step `Mixing` | <ul><li>[[tutorials-document-management-scenario-material-track-in]]</li><li>[[tutorials-document-management-scenario-read-and-understand]]</li></ul> |
| Resource | `Mixer-01`, with a state model such as SEMI E10 | <ul><li>[[tutorials-document-management-scenario-resource-context]]</li></ul> |
| User and Role | A user that belongs to an applicable **Role** | <ul><li>[[tutorials-document-management-scenario-read-and-understand]]</li></ul> |

Table: Master data used in the scenarios

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

- [[documenttype-lt]]
- [[user-guide-configuration-index]].

!!! 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 [[tutorials-document-management-scenario-create-organize-documents]].