1 Basic Principles and Legal Frameworks of SAP Data Archiving

23

1.1 Safeguarding Performance of SAP Systems

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1.2 Information Lifecycle Management

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1.2.1 Generating Data

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1.2.2 Using Data

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1.2.3 Completing Data Records

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1.2.4 Retaining Data

30

1.2.5 Destroying Data

30

1.3 Archive Development Kit

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1.4 Transactions and Processes

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1.4.1 Transaction DB02: Determining the Database Size and Table Size

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1.4.2 Transaction DB15: Determining Archiving Objects

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1.4.3 Transaction TAANA: Performing Table Analyses

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1.4.4 Transaction SARA: Managing Data Archiving

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1.4.5 Transaction FILE: Defining Path Names and File Names

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1.5 Legal Regulations

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1.5.1 Data Archiving Laws for the United States

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1.5.2 International Data Archiving Laws

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1.6 Tools for Electronic Tax Audits

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1.6.1 Extraction Using the Data Retention Tool (DART)

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1.6.2 Audit Software from IDEA and ACL

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1.7 Interfaces in the SAP Landscape

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1.8 Parties and Organizations Involved

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1.8.1 In-House Parties and Organizations

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1.8.2 External Parties and Organizations

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1.9 Summary

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2 Storage Options for Archived Data

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2.1 ArchiveLink Interface

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2.1.1 Creating and Maintaining Content Repositories

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2.1.2 Creating and Maintaining Document Types and Document Classes

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2.1.3 Creating and Maintaining Links

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2.2 WebDAV Interface

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2.2.1 Metadata

110

2.2.2 Archive Hierarchy

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2.3 Data Storage Locations

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2.3.1 Storage in the Database

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2.3.2 Storage in the File System

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2.3.3 Storage in the Archive System

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2.3.4 Using External Optical Storage Media

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2.4 Cost Considerations

121

2.5 Recommendations for Storage Strategies

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2.6 Summary

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3 Access Options for Archived Data

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3.1 Read Programs

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3.2 Direct Access

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3.3 Archive Information System

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3.3.1 Archive Explorer

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3.3.2 Status Management

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3.3.3 Customizing

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3.4 Document Relationship Browser

157

3.5 Print Lists

162

3.6 Third-Party Add-ons

164

3.6.1 PBS Transactions

165

3.6.2 Creating DART Extracts from Archive Files

166

3.6.3 Creating Structured Data from SAP Print Lists

166

3.7 Summary

167

4 Developing a Data Archiving Strategy

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4.1 Choosing the Right Time

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4.1.1 Early Planning

172

4.1.2 Late Setup

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4.2 Developing an Archiving Concept

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4.2.1 Strategic Level

187

4.2.2 Operational Level

191

4.2.3 Conceptual Level

203

4.3 Summary

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5 Planning Archiving Projects

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5.1 Archiving Projects in Three Sample Industries

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5.1.1 Automotive Industry

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5.1.2 Chemical Industry

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5.1.3 Energy Sector

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5.2 Change Management and Communication

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5.2.1 Preparing for the Change

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5.2.2 Choosing the Right Means of Communication

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5.3 Defining Decision-Makers

269

5.4 Creating a Project Plan and Schedule

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5.4.1 Preparation

274

5.4.2 Technology

275

5.4.3 Concept per Country

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5.4.4 Concept per Archiving Object

277

5.4.5 Support

278

5.5 Summary

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6 Implementing Archiving Projects

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6.1 Implementation Phase

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6.1.1 Selecting the Right Archiving Objects

283

6.1.2 Hosting Kick-Off Workshops

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6.2 Final Preparation

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6.2.1 Preparing Archiving Objects

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6.2.2 Archiving Data in a Test System

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6.2.3 Testing Accesses and Interfaces

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6.2.4 Obtaining Approvals

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6.2.5 Documenting Results and Decisions

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6.2.6 Creating Data Extracts in the Production System in Good Time

335

6.3 Go-Live and Support

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6.3.1 Informing Users

340

6.3.2 Commencing Data Archiving in the Production System

345

6.3.3 Responding to Potential Support Requests

356

6.4 Summary

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7 Managing Archiving Systems

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7.1 System Analysis

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7.1.1 Performance

369

7.1.2 Space

375

7.2 Communication

376

7.2.1 Recipients

377

7.2.2 Forms of Communication

379

7.3 Operation

381

7.3.1 Scheduling the Archiving Run in the SAP System

381

7.3.2 Managing Space in the SAP System

382

7.3.3 Managing Space for Storage

383

7.4 Monitoring

384

7.4.1 Monitoring the Archiving Run

384

7.4.2 Finding SAP Notes

385

7.4.3 Evaluating Support Packages

388

7.4.4 SAP Solution Manager

391

7.5 Documentation

392

7.5.1 Topics of Documentation

392

7.5.2 Storage Locations for the Documentation

397

7.5.3 Recommendations for Documentation

401

7.6 Summary

402

8 SAP Information Lifecycle Management

405

8.1 Setting Up SAP Information Lifecycle Management

406

8.2 Tasks of SAP Information Lifecycle Management

413

8.3 Archiving Data

417

8.3.1 Converting Existing Archive Files

418

8.3.2 New Write Programs for SAP ILM

420

8.3.3 Implementing Archiving

422

8.3.4 Creating Snapshots

422

8.3.5 Destroying Data

423

8.4 Using Retention Management

425

8.4.1 Securing Archiving Objects

430

8.4.2 Defining Retention and Residence Rules

432

8.4.3 Storing Data

447

8.5 Implementing System Shutdowns

448

8.5.1 Preparing a System Shutdown

450

8.5.2 Transferring Data from the Legacy System to the Retention Warehouse System

451

8.5.3 Evaluating Data

454

8.5.4 Destroying Data

461

8.6 Summary

461

9 Future of SAP Data Archiving

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9.1 Development of Traditional SAP Data Archiving

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9.1.1 Past

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9.1.2 Today

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9.1.3 Future

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9.2 Development of Archiving Using SAP ILM

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9.2.1 Past

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9.2.2 Today

467

9.2.3 Future

467

9.3 Technological Trends

468

9.3.1 SAP HANA

469

9.3.2 Data Aging

470

9.3.3 Cloud Computing

476

9.3.4 Big Data

478

9.4 Summary

480

Appendices

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A Transactions

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A.1 Transactions for Analysis

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A.2 Transactions for Customizing

485

A.3 Transactions for Data Extraction using DART

486

A.4 Transactions for Storage

486

A.5 Transactions for Administration

486

A.6 Transactions for Display

487

A.7 Transactions for Display in SAP IS-U

488

A.8 Transactions as Part of Data Aging

488

A.9 Transactions for SAP ILM

489

B Archiving Objects—Compact Overviews

491

B.1 Archiving Object BC_DBLOGS (Archiving of Changes to Customizing Tables)

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B.2 Archiving Object BC_SBAL (Archiving Object for Application Log)

492

B.3 Archiving Object IDOC—Intermediate Document

492

B.4 Archiving Object WORKITEM (Work Items from the Workflow System)

493

B.5 Archiving Object CHANGEDOCU (Change Documents)

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B.6 Archiving Object MM_ACCTIT (MM Subsequent Posting Data for Accounting Interface)

496

B.7 Archiving Object RL_TA (MM-WM Warehouse Management: Transport Requests)

497

B.8 Archiving Object FI_DOCUMNT (FI Documents)

498

B.9 Archiving Object MM_MATBEL (Material Documents)

500

B.10 Archiving Object LE_HU (Handling Units)

501

B.11 Archiving Object RV_LIKP (Deliveries)

503

B.12 Archiving Object SD_VBRK (Billing Documents)

504

B.13 Archiving Object SD_VBAK (Sales Documents)

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B.14 Archiving Object MM_EINA (Purchasing Info Records)

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B.15 Archiving Object MM_EBAN (Purchase Requisitions)

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B.16 Archiving Object MM_EKKO (Purchasing Documents)

508

B.17 Archiving Object PM_ORDER (Service and Maintenance Orders)

509

B.18 Archiving Object PR_ORDER (Process Orders)

510

B.19 Archiving Object VEHICLE (Archiving of Vehicles VMS)

511

B.20 Archiving Object JITO_CALL (Just-in-Time Calls Outbound)

512

C Concept Template

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D List of Abbreviations

517

E The Author

519