How to Create and Use Microsoft Documents with SAP ERP HCM and SuccessFactors in a Hybrid Environment

  • by Ronen Almog, Founder, Ox4Sap
  • October 2, 2015
Learn how to design and connect Microsoft document templates to an SAP ERP HCM or SuccessFactors system in a hybrid environment. Once in SAP ERP HCM or SuccessFactors, learn how to use background tasks for mass production of documents.
Learning Objectives

After reading this article, you will:

  • Know the configuration steps for implementing these integration scenarios
  • Be able to implement the integration using SAP Process Integration (PI) as the middleware
  • Connect SuccessFactors data with a document-generation process on an SAP server in a hybrid environment
Key Concept

There are a variety of third-party tools available as macro-enabled add-ons that bridge the gap between Microsoft Word and SAP and SuccessFactors systems, and allow users to generate readable and easy-to-use Microsoft Word documents in an SAP/SuccessFactors hybrid solution. Using a generic method, users can merge the attributes of each environment to produce more useful documents.

Most people are familiar with Microsoft Word and its capabilities for creating, formatting, and editing documents. I show how to generate Microsoft Word documents using an SAP server in SAP ERP HCM or in a hybrid environment using SAP ERP and SuccessFactors. These .xml open standard file options are changing the way Microsoft Office documents are generated, formatted, and used in SAP ERP HCM and SuccessFactors.

The introduction of cloud technologies and mobility are dramatically changing how companies use electronic documents (e.g., any electronic media content other than computer programs or system files that are intended to be used in either an electronic form or as printed output). These new technologies, in turn, affect how Microsoft Word is used, and the new formats change the way documents are generated, read, and manipulated. Using an SAP server as a document server in a hybrid environment is a huge step in this strategy, and it takes document handling to a new level.

Connecting Microsoft Office to an SAP ERP HCM System

Microsoft Word is the best-known word processing software in the world. With over 1 billion users, that means that one in seven people on the planet is using Microsoft Word at any given time. In the organizational world, SAP is often used as the back office system and Microsoft Office is used to move data between employees’ customers and suppliers. For this reason, I am using this functionality as my example scenario in this article.

In the HR area there is a need to correspond with employees, usually using Microsoft Word as the container of data. There are many reasons for this, including the ease of use of Microsoft Word and the need for interactivity of documents, among others.

The SAP solution for connecting Microsoft Word and SAP systems is Microsoft Office integration, also known as Desktop Office Integration (DOI). DOI is based on the old Object Linking and Embedding (OLE) technology and is very limited. It must run on a desktop, it’s very slow and unstable, and can only handle one document at a time.

In the next sections I review the new technology for handling the integration of SAP and Microsoft Office, which is better suited for the new Microsoft Office environment, including cloud computing and mobility.

Ronen Almog

Ronen Almog has 18 years of experience in SAP development and consulting and was a Senior Member of SAP projects and products for SAP. Currently, he is the founder of Ox4Sap.

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