Preface

19

Who This Book Is For

20

How This Book Is Organized

20

Acknowledgments

23

Conclusion

25

1 Introduction to Enterprise Information Management

27

1.1 Stages of Enterprise Information Management Engagement

28

1.2 Organizational Drivers for Enterprise Information Management

30

1.2.1 Enterprise Information Management Benefits and Drivers

30

1.2.2 Building the Business Case

32

1.3 Enterprise Information Management Capabilities

36

1.3.1 Architecture and Metadata Management

37

1.3.2 Data Integration

37

1.3.3 Data Quality

37

1.3.4 Master Data Management

38

1.3.5 Content Management

41

1.3.6 Information Lifecycle Management

41

1.4 Key SAP Solutions for Enterprise Information Management

41

1.4.1 SAP Data Services

42

1.4.2 SAP Information Steward

43

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

44

1.4.4 SAP Agile Data Preparation

45

1.4.5 SAP Information Lifecycle Management

46

1.4.6 SAP Content Management Solutions by OpenText

48

1.4.7 SAP Data Hub

49

1.5 SAP Cloud Solutions for Information Management

51

1.5.1 SAP S/4HANA Cloud for Data Enrichment

51

1.5.2 SAP Cloud Platform Master Data

52

1.5.3 SAP Data Quality Management, Microservices for Location Data

54

1.5.4 Data Attribute Recommendation

55

1.6 SAP Master Data Governance

56

1.7 Summary

60

2 Introduction to SAP Master Data Governance

61

2.1 Use Cases

62

2.2 Architecture

65

2.2.1 Overview

65

2.2.2 Available User Interfaces

68

2.3 Available Deployment Options

71

2.3.1 Hub versus Co-Deployment

72

2.3.2 Limitations and Restrictions

74

2.3.3 Initial Build

74

2.3.4 Customizing Synchronization

76

2.3.5 Reference Master Data Synchronization

89

2.4 Overview of Data Domains

90

2.4.1 Material Master

91

2.4.2 Business Partner, Supplier, and Customer

93

2.4.3 Customer-Vendor Integration

100

2.4.4 Financials

109

2.5 Summary

114

3 Central Governance: Data Modeling

115

3.1 Introduction to Data Modeling in SAP Master Data Governance

116

3.1.1 Master Data Create/Change Process

116

3.1.2 Entity Types

119

3.1.3 Attributes

125

3.1.4 Relationships

126

3.1.5 Hierarchies

128

3.1.6 Entity Relationship Model Diagram

130

3.2 Configuring Data Models

131

3.2.1 Define Business Object Type Codes and Entity Types

131

3.2.2 Define Prefixes for Internal Key Assignment

132

3.2.3 Edit Data Model

133

3.2.4 Define Authorization Relevance per Entity Type

136

3.2.5 Generate Data Model-Specific Structures

137

3.2.6 Assign Package and Define Package Groups

137

3.2.7 Service Mapping Tool

140

3.3 Standard Data Models

142

3.3.1 Material Master Data Model

142

3.3.2 Business Partner Data Model

146

3.3.3 Financial Data Model

153

3.4 Extending Standard Data Models

156

3.4.1 Adding Attributes to Standard Data Models

157

3.4.2 Adding New Entities to the Data Model

158

3.5 Summary

159

4 Central Governance: User Interface Modeling

161

4.1 Floorplan Manager

162

4.2 User Interface Framework

166

4.2.1 Overview

166

4.2.2 Configuration

175

4.2.3 Material Master

180

4.2.4 Business Partner, Customer, Supplier, and FI Contract Account Governance

183

4.2.5 Financial Domains

185

4.3 Enhancing the SAP-Delivered User Interface

188

4.3.1 Customizing

189

4.3.2 Personalizing

190

4.3.3 Enhancement

191

4.3.4 Context-Based Adaptations

191

4.3.5 Copy Application Configuration (Deep-Copy)

192

4.3.6 Modification

193

4.3.7 Change Request User Interface Building Block Enhancement BAdIs

194

4.4 Summary

195

5 Central Governance: Process Modeling

197

5.1 Governance Scope

198

5.2 Change Requests

200

5.2.1 Change Request Header

202

5.2.2 Logical Action

205

5.2.3 Business Activity

206

5.2.4 Change Request Type

207

5.2.5 Change Request Steps

211

5.2.6 Change Requests Actions and Step Types

217

5.2.7 User Interface Determination

220

5.2.8 Editions

221

5.3 Single-Record Processing

223

5.3.1 Central Master Data Scenarios

223

5.3.2 Processing Customer on a Client System

234

5.3.3 Business Context Viewer Side Panels

235

5.4 Multiple Object Processing

237

5.4.1 Mass Change

237

5.4.2 File Upload/Download

238

5.4.3 Data Import Process

240

5.4.4 Hierarchy Processing

242

5.4.5 Multiple-Record Processing

250

5.5 Workflow Process Modeling

251

5.5.1 Standard Workflow Templates

254

5.5.2 Rule-Based Workflows

261

5.5.3 Available Business Add-Ins

272

5.6 Summary

273

6 Data Quality and Search

275

6.1 Search Functionality

276

6.1.1 Overview

276

6.1.2 Search Applications

278

6.1.3 Match Profiles

282

6.1.4 SAP HANA-Based Search Setup

284

6.1.5 SAP HANA Search Extensibility

290

6.2 Duplicate Check

292

6.3 Business Rules in Central Governance

297

6.3.1 Code Lists

298

6.3.2 Simple Checks

298

6.3.3 Data Modeling-Based Checks

299

6.3.4 BRFplus-Based Checks and Validations

300

6.3.5 BAdI-Based Validations

308

6.4 Data Enrichment

312

6.4.1 Integration with SAP Data Quality Management for Address Standardization

312

6.4.2 Integration with Third-Party Data Enrichment Tools

317

6.4.3 Business Partner Screening in SAP Fraud Management

319

6.4.4 SAP S/4HANA Cloud for Data Enrichment

321

6.5 Data Quality Management

323

6.5.1 Overview

323

6.5.2 Define Data Quality

326

6.5.3 Manage and Monitor Data Quality

330

6.5.4 Improve Data Quality

337

6.6 Data Quality Remediation

342

6.6.1 Overview

343

6.6.2 Remediation Process

346

6.6.3 Configuration

354

6.7 Summary

360

7 Data Replication Framework

361

7.1 Building Blocks and Configuration Objects

363

7.1.1 Building Blocks

363

7.1.2 Configuration Objects

379

7.1.3 Enhance Default Settings for Outbound Implementations

386

7.2 Material Master Replication

397

7.3 Customer, Supplier, and Business Partner Replication

400

7.3.1 Service Oriented Architecture-Based Replication

400

7.3.2 Application Link Enabling-Based Replication

401

7.4 Financial Master Data Replication

402

7.4.1 Account Replication

402

7.4.2 Company Replication

403

7.4.3 Cost Element Replication

404

7.4.4 Profit Center and Profit Center Hierarchy Replication

405

7.4.5 Cost Center and Cost Center Hierarchy Replication

406

7.4.6 Internal Order Replication

407

7.5 Replication Options for Non-SAP Systems

407

7.6 Operations

408

7.6.1 Logging, Tracing, and Monitoring Tools

408

7.6.2 Change Pointers

411

7.6.3 Check Data Replication Framework Customizing

411

7.6.4 Delete Replication Log

412

7.6.5 Display Object Replication Status

414

7.6.6 Delete Replication Status

415

7.6.7 Subscribe Objects for Data Replication

415

7.7 Summary

416

8 Central Governance: Data Migration

417

8.1 Data Migration Options

418

8.1.1 Migration Use Cases

418

8.1.2 Data Extraction from SAP ERP

419

8.1.3 Transaction MDMGX-Based Data Extraction from SAP ERP

421

8.1.4 Data Conversion Option in SAP Master Data Governance

425

8.1.5 Data Load Options in SAP Master Data Governance

427

8.1.6 General Recommendations for Initial Data Load

428

8.2 Data Migration Strategies

432

8.2.1 Data Import/Export Framework

432

8.2.2 Key Mapping and Value Mapping

437

8.2.3 SAP Master Data Governance File Upload/Download

441

8.3 Summary

451

9 Central Governance: Integration Scenarios

453

9.1 SAP Master Data Governance Application Programming Interfaces

453

9.1.1 Governance API

454

9.1.2 Convenience API

455

9.1.3 Application Context API

455

9.2 Integration with SAP Solutions

456

9.2.1 SAP Cloud Applications

456

9.2.2 Central Finance

457

9.2.3 SAP Product Content Management

458

9.2.4 SAP Ariba

459

9.2.5 SAP Product Lifecycle Management

460

9.2.6 SAP Information Lifecycle Management

461

9.2.7 SAP Information Steward

462

9.3 Integration with Third-Party Solutions

463

9.4 Summary

464

10 Central Governance: Building Custom Applications

465

10.1 Custom Data Models

466

10.1.1 Project System in SAP S/4HANA

466

10.1.2 Data Modeling Tools

468

10.2 Create a Custom Data Model

471

10.2.1 Concepts and Prerequisites

471

10.2.2 Creating Entities

475

10.2.3 Adding Attributes to Entities

488

10.2.4 Representing the Work Breakdown Structure Hierarchically

489

10.2.5 Generic Interaction Layer Data Model

493

10.3 Create a Custom User Interface

496

10.3.1 User Interface Framework

496

10.3.2 Design and Develop the User Interface

498

10.3.3 Develop a Single Object Maintenance User Interface

505

10.4 Process Modeling

516

10.4.1 Create a New Business Object

517

10.4.2 Create a New Business Activity

517

10.4.3 Assign Business Activities and Logical Actions to Business Objects

519

10.4.4 Maintain Settings for Business Activity Determination

519

10.4.5 Create Change Request Type

521

10.4.6 Workflow Settings

523

10.5 Security and Roles

524

10.5.1 Authorization Objects

524

10.5.2 Roles

528

10.5.3 Home Page

532

10.6 Data Replication

536

10.6.1 Customizing Settings for Data Replication

537

10.6.2 Data Replication Framework Runtime Settings for Project Definition

542

10.7 Enabling Key Mapping

547

10.8 Enabling Value Mapping

549

10.9 Enabling Notifications

551

10.10 Summary

553

11 Central Governance: Operational Strategies

555

11.1 Edition Strategy

555

11.1.1 Creating New Editions

557

11.1.2 Releasing Editions

559

11.1.3 Monitoring Editions

560

11.2 Ongoing Data Loads

563

11.2.1 Creating Mass Change Requests for Mass Loads

563

11.2.2 Scheduling File Uploads in the Background

565

11.2.3 Operating with the Data Import/Export Framework

566

11.3 Performance Optimization

568

11.4 Data Archiving

570

11.5 Data Read Access Logging

571

11.6 Troubleshooting

572

11.7 Summary

575

12 Consolidation and Mass Processing

577

12.1 Use Cases

579

12.2 Setting Up the Environment for Consolidation and Mass Processing

582

12.3 SAP-Delivered Data Models

587

12.3.1 Overview of Process Models

589

12.3.2 Business Partner and Relationships

590

12.3.3 Material

595

12.4 Process Steps Overview and Configuration

596

12.4.1 Standardization

601

12.4.2 Update and Edit

605

12.4.3 Matching

606

12.4.4 Best Record Calculation

610

12.4.5 Validation

613

12.4.6 Filter and Remove

615

12.4.7 Activation

615

12.5 Designing and Configuring Process Templates

618

12.6 Loading Data into Source Tables

623

12.6.1 Import Data for Consolidation

624

12.6.2 SAP Landscape Transformation Replication Server

627

12.6.3 SAP HANA Studio

629

12.6.4 Usage of Consolidation Processes for SOA Inbound Processing

629

12.7 Operating and Running Consolidation and Mass Processing Applications

630

12.7.1 Starting a Consolidation Process

631

12.7.2 Starting Mass Processing

633

12.7.3 Manage Consolidation and Mass Processing Processes

634

12.7.4 Troubleshooting Errors in Consolidation and Mass Processing

638

12.8 Technical Architecture

641

12.8.1 Overview

641

12.8.2 Frontend Architecture

642

12.8.3 Backend Architecture

664

12.9 Backend Extensibility

671

12.9.1 Building Custom Objects: Consolidation

671

12.9.2 Building Custom Objects: Mass Processing

711

12.10 Summary

714

13 SAP Fiori Applications

715

13.1 Introduction to SAP Fiori

715

13.2 SAP Fiori Applications for SAP Master Data Governance

717

13.3 Extensibility Options

726

13.3.1 Redefinition of OData Service

727

13.3.2 Extension of the User Interface Layer

729

13.3.3 Launchpad Extension

735

13.3.4 User Interface Theme Designer

737

13.4 Summary

738

14 Process Analytics

739

14.1 Process Analytics with SAP Master Data Governance on SAP S/4HANA

740

14.2 SAP HANA-Based Analytics

744

14.2.1 Architecture

744

14.2.2 Object-Based Change Request Analytics

748

14.2.3 Change Document-Based Change Request Analytics

748

14.2.4 Workflow-Based Change Request Analytics

748

14.3 Embedded Business Intelligence Content

749

14.4 Summary

754