Preface

19

Who This Book Is For

19

How This Book Is Organized

20

Acknowledgments

23

Conclusion

24

1 Introduction to Enterprise Information Management

25

1.1 Stages of Enterprise Information Management Engagement

26

1.2 Organizational Drivers for Enterprise Information Management

28

1.2.1 Enterprise Information Management Benefits and Drivers

28

1.2.2 Building the Business Case

30

1.3 Enterprise Information Management Capabilities

31

1.3.1 Architecture and Metadata Management

32

1.3.2 Data Integration

33

1.3.3 Data Quality

33

1.3.4 Master Data Management

33

1.3.5 Content Management

34

1.3.6 Information Lifecycle Management

34

1.4 Key SAP Solutions for Enterprise Information Management

34

1.4.1 SAP Data Services

35

1.4.2 SAP Information Steward

36

1.4.3 SAP HANA Smart Data Integration and SAP HANA Smart Data Quality

37

1.4.4 SAP Agile Data Preparation

38

1.4.5 SAP Information Lifecycle Management

39

1.4.6 SAP Content Management Solutions by OpenText

41

1.5 SAP Master Data Governance

42

1.6 Summary

45

2 Deploying SAP MDG

47

2.1 Overview

48

2.2 Architecture

50

2.2.1 Overview

50

2.2.2 Available User Interfaces

54

2.3 Available Deployment Options

57

2.3.1 Hub versus Co-Deployment

58

2.3.2 Limitations and Restrictions

60

2.3.3 Initial Build

61

2.3.4 Customizing Synchronization

63

2.3.5 Reference Master Data Synchronization

75

2.4 Overview of Data Domains

76

2.4.1 Material Master

76

2.4.2 Business Partner, Supplier, and Customer

79

2.4.3 Customer Vendor Integration

84

2.4.4 Financials

93

2.4.5 Custom Domains

96

2.5 SAP S/4HANA

96

2.5.1 Architecture and Deployment Options

97

2.5.2 Master Data Domains

97

2.6 Summary

98

3 Data Modeling

99

3.1 Introduction to Data Modeling in SAP MDG

99

3.1.1 Master Data Create/Change Process

100

3.1.2 Entity Types

102

3.1.3 Attributes

108

3.1.4 Relationships

110

3.1.5 Hierarchies

111

3.1.6 Entity Relationship Model Diagram

113

3.1.7 Data Model-Related Configurations

114

3.2 Standard Data Models

125

3.2.1 Material Master Data Model

125

3.2.2 Supplier, Customer, and Business Partner Data Models

129

3.2.3 Financial Data Model

135

3.3 Summary

138

4 User Interface Modeling

139

4.1 Floorplan Manager

140

4.2 User Interface Framework

144

4.2.1 Overview

144

4.2.2 Configuration

153

4.2.3 Material Master

158

4.2.4 Business Partner, Customer, and Supplier

160

4.2.5 Financial Domains

163

4.3 Summary

166

5 Process Modeling

167

5.1 Governance Scope

168

5.2 Change Requests

170

5.2.1 Overview

171

5.2.2 Logical Action

176

5.2.3 Business Activity

176

5.2.4 Change Request Type

178

5.2.5 Change Request Steps

181

5.2.6 Change Requests Actions and Step Types

187

5.2.7 User Interface Determination

189

5.2.8 Editions

190

5.3 Single-Record Processing

193

5.3.1 Central Master Data Scenarios

193

5.3.2 Processing Customer on a Client System

203

5.3.3 Business Context Viewer Side Panels

204

5.4 Multiple Object Processing

205

5.4.1 Mass Change

206

5.4.2 File Upload/Download

207

5.4.3 Data Import Process

209

5.4.4 Hierarchy Processing

210

5.4.5 Multiple-Record Processing

218

5.5 Workflow Process Modeling

219

5.5.1 Standard Workflow Templates

222

5.5.2 Rule-Based Workflows

229

5.5.3 Available Business Add-Ins

240

5.6 Summary

241

6 Data Quality and Search

243

6.1 Search Functionality

244

6.1.1 Overview

244

6.1.2 Search Help

246

6.1.3 Match Profiles

249

6.1.4 SAP HANA Search Setup

251

6.1.5 SAP HANA Search Extensibility

256

6.2 Duplicate Check

258

6.2.1 Search and Duplicate Check

259

6.2.2 Data Quality Remediation

263

6.3 Business Rules

263

6.3.1 Code Lists

264

6.3.2 Simple Checks in SAP Master Data Governance

264

6.3.3 Data Modeling-Based Checks

265

6.3.4 Business Rules Framework Plus-Based Checks and Validations

266

6.3.5 Business Add-In-Based Validations

275

6.4 Data Enrichment

278

6.4.1 Integration with SAP Data Quality Management for Address Standardization

279

6.4.2 Integration with Third-Party Data Enrichment Tools

283

6.4.3 Business Partner Screening in SAP Fraud Management

285

6.5 Summary

287

7 Data Replication Framework

289

7.1 Building Blocks and Configuration Objects

291

7.1.1 Building Blocks

291

7.1.2 Configuration Objects

307

7.1.3 Enhance Default Settings for Outbound Implementations

314

7.2 Material Master Replication

325

7.3 Customer, Supplier, and Business Partner Replication

328

7.3.1 SOA-Based Replication

328

7.3.2 ALE-Based Replication

329

7.4 Financial Master Data Replication

330

7.4.1 Account Replication

330

7.4.2 Company Replication

331

7.4.3 Cost Element Replication

332

7.4.4 Profit Center and Profit Center Hierarchy Replication

332

7.4.5 Cost Center and Cost Center Hierarchy Replication

333

7.5 Replication Options for Non-SAP Systems

334

7.5.1 Web Services

334

7.5.2 Intermediate Documents

334

7.5.3 File Protocol

334

7.6 Operations

335

7.6.1 Logging, Tracing, and Monitoring Tools

335

7.6.2 Change Pointers

337

7.6.3 Check Data Replication Framework Customizing

338

7.6.4 Delete Replication Log

338

7.6.5 Display Object Replication Status

340

7.6.6 Delete Replication Status

341

7.7 Summary

341

8 Analytics

343

8.1 Embedded Business Intelligence Content

344

8.2 SAP HANA-Based Analytics

349

8.2.1 Architecture

349

8.2.2 Object-Based Change Request Analytics

353

8.2.3 Change Document-Based Change Request Analytics

353

8.2.4 Workflow-Based Change Request Analytics

353

8.3 Summary

354

9 Data Migration

355

9.1 Overview

355

9.1.1 Technology Options

357

9.1.2 General Recommendations for Initial Data Load

365

9.2 Data Migration Strategies

369

9.2.1 Data Import/Export Framework

369

9.2.2 Key Mapping and Value Mapping

373

9.2.3 SAP MDG File Upload/Download

377

9.3 Summary

388

10 Integration Scenarios

389

10.1 SAP MDG Application Programming Interfaces

389

10.1.1 Governance API

390

10.1.2 Convenience API

391

10.1.3 Application Context API

391

10.2 Integration with SAP Solutions

392

10.2.1 SAP Product Lifecycle Management

392

10.2.2 SAP Supplier Lifecycle Management

393

10.2.3 SAP Hybris

395

10.2.4 SAP Ariba

395

10.2.5 SAP Customer Relationship Management

397

10.2.6 SAP S/4HANA Finance

397

10.2.7 SAP Information Steward

398

10.3 Integration with Third-Party Solutions

399

10.4 Summary

400

11 SAP Fiori Applications for SAP MDG

401

11.1 Introduction to SAP Fiori

401

11.2 SAP Fiori Applications for SAP MDG

403

11.3 Extensibility Options

409

11.3.1 Extension of the Data Model (SAP MDG Layer)

410

11.3.2 Extension of the User Interface layer

412

11.3.3 Launchpad Extension

418

11.3.4 SAP Theme Designer

420

11.4 Summary

421

12 SAP MDG Extensibility

423

12.1 Extending Standard Data Models

424

12.1.1 Adding Attributes to Standard Data Models

425

12.1.2 Adding New Entities to the Data Model

426

12.2 Enhancing SAP-Delivered User Interfaces

427

12.2.1 Customizing

427

12.2.2 Personalizing

428

12.2.3 Enhancement

429

12.2.4 Context-Based Adaptations

430

12.2.5 Copy Application Configuration (Deep-Copy)

430

12.2.6 Modification

431

12.3 Using the SAP MDG Business Add-In

433

12.3.1 Rule Service BAdIs

433

12.3.2 Various Replication BAdIs

434

12.3.3 Change Request User Interface Building Block Enhancement BAdIs

435

12.3.4 Workflow BAdIs

436

12.3.5 Other Domain-Specific BAdIs

438

12.4 Enhancing Master Data Domains with Search Capabilities

440

12.4.1 Database Search

441

12.4.2 SAP Enterprise Search

441

12.4.3 SAP HANA Search

442

12.4.4 BAdI Enhancements for the Search Functionality

443

12.5 Summary

445

13 Building Custom Applications: Data Modeling and User Interface Modeling

447

13.1 Custom Data Models

448

13.1.1 SAP ERP Project System

448

13.1.2 Data Modeling Tools

450

13.2 Create a Custom Data Model

454

13.2.1 Concepts and Prerequisites

454

13.2.2 Creating Entities

458

13.2.3 Adding Attributes to Entities

471

13.2.4 Representing the Work Breakdown Structure Hierarchically

472

13.2.5 Generic Interaction Layer Data Model

476

13.3 Create a Custom User Interface

478

13.3.1 User Interface Framework

479

13.3.2 Design and Develop the User Interface

480

13.3.3 Develop a Single Object Maintenance User Interface

487

13.4 Summary

496

14 Building Custom Applications: Process Modeling and Data Replication

497

14.1 Process Modeling

497

14.1.1 Create a New Business Object

498

14.1.2 Create a New Business Activity

499

14.1.3 Assign Business Activities and Logical Actions to Business Objects

500

14.1.4 Maintain Settings for Business Activity Determination

501

14.1.5 Create Change Request Type

502

14.1.6 Workflow Settings

505

14.2 Security and Roles

506

14.2.1 Authorization Objects

506

14.2.2 Roles

509

14.2.3 Home Page

513

14.3 Translation

516

14.3.1 Overview

517

14.3.2 Floorplan Manager Text Tool

520

14.3.3 Translating Data Element Texts and Floorplan Manager Texts

521

14.3.4 Translating Text Elements in the Feeder Class

523

14.3.5 Translating Texts in the PFCG Role

524

14.4 Data Replication

525

14.4.1 Customizing Settings for Data Replication

526

14.4.2 Data Replication Framework Runtime Settings for Project Definition

531

14.5 Enabling Key Mapping

536

14.6 Enabling Value Mapping

538

14.7 Summary

540

15 Operational Strategies

541

15.1 Edition Strategy

541

15.1.1 Create New Editions

543

15.1.2 Releasing Editions

544

15.1.3 Monitoring Editions

546

15.2 Ongoing Data Loads

548

15.2.1 Creating Mass Change Requests for Mass Loads

548

15.2.2 Scheduling File Uploads in the Background

550

15.2.3 Operating with the Data Import/Export Framework

550

15.2.4 Mass Processing in SAP MDG

552

15.3 Performance Optimization

554

15.4 Troubleshooting

556

15.5 Summary

558

16 Consolidation

559

16.1 Overviews and Use Cases

560

16.2 Process Flow

563

16.2.1 Prerequisites and Preparations

564

16.2.2 Creating a Consolidation Process with SAP Fiori

578

16.2.3 Standardization

580

16.2.4 Matching

585

16.2.5 Best Record Calculation

590

16.2.6 Validation

593

16.2.7 Activation

595

16.3 Initial Data Load

599

16.3.1 Source Tables

600

16.3.2 SAP Landscape Transformation Replication Server

601

16.3.3 SAP HANA Studio

603

16.3.4 CSV Files

603

16.4 Summary

603

Appendices

605

A SAP MDG Solution Extensions by Utopia

605

A.1 Enterprise Asset Management Extension

605

A.2 Retail and Fashion Management Extension

608

B The Authors

613