Table of Contents

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Preface
19
Goal of This Book
19
Structure of This Book
19
Acknowledgments
23
1 Introduction to SAP Cloud ALM and SAP Activate
25
1.1 Introduction to SAP Cloud ALM
26
1.1.1 Features of SAP Cloud ALM
27
1.1.2 Differentiating Between SAP Cloud ALM from Other ALM Tools
29
1.2 SAP Cloud ALM Areas
31
1.2.1 SAP Cloud ALM for Implementation
33
1.2.2 SAP Cloud ALM for Operations
34
1.2.3 SAP Cloud ALM for Service
34
1.3 SAP Activate
35
1.3.1 SAP Activate as a Framework
35
1.3.2 SAP Activate Methodology
36
1.3.3 SAP Best Practices Explorer and SAP Signavio Process Navigator
38
1.3.4 SAP Central Business Configuration
40
1.3.5 SAP Activate in Connection with SAP Cloud ALM
44
1.4 Our Practical Example
44
1.5 Summary
46
PART I Prepare
47
2 Provisioning of the SAP Cloud ALM Tenant
49
2.1 Prerequisites
50
2.1.1 Scope of Usage Rights
51
2.1.2 Authorizations for the Cloud Administrator
51
2.2 Provisioning Process
52
2.3 Further Preparation Steps
55
2.3.1 Customize Logon Title and Logo
55
2.3.2 Create Cloud and Project Administrators
57
2.3.3 Planning the Onboarding and Training Concept
59
2.4 Additional Costs
60
2.5 Summary
61
3 Management of the Project Landscape
63
3.1 Project Landscape Management
64
3.1.1 Example: SAP Integration Suite
65
3.1.2 Example: SAP S/4HANA
66
3.2 Managed Landscape Groups
67
3.2.1 Services
68
3.2.2 Systems
72
3.3 Manageable Information
76
3.3.1 Lifecycle Status
77
3.3.2 Use Cases
79
3.3.3 Endpoints
81
3.4 Service Key Enabling and Maintenance
82
3.5 Scenario with Multiple SAP Customer Numbers
85
3.6 Summary
86
4 Transport Tools of SAP Cloud ALM
87
4.1 SAP Cloud Transport Management
89
4.1.1 Prerequisites
91
4.1.2 Setting up Transport Management for Cloud Integration
92
4.2 Change and Transport System
98
4.2.1 Prerequisites
98
4.2.2 Setting up Transport Management for SAP S/4HANA
100
4.3 Adaptation Transport Organizer
105
4.4 Summary
107
5 Project Approach with Agile Methodology
109
5.1 Basics of Agile Methodology with Scrum
111
5.1.1 Before the Start
111
5.1.2 Stakeholders and Requirements
112
5.1.3 Product Owner and Product Backlog
113
5.1.4 Sprint Planning and Sprint Backlog
113
5.1.5 Sprint Execution and Daily Scrum
115
5.1.6 Sprint End: Sprint Review, Product Increment, and Sprint Retrospective
116
5.1.7 Product Backlog Refinement
117
5.2 Support for Scrum in SAP Cloud ALM
118
5.2.1 Agile Approach in the SAP Activate Method
120
5.2.2 Requirements, User Stories, and Features
122
5.2.3 Roles and Responsibilities
122
5.2.4 Timeboxing
123
5.3 Project Approaches for SAP Implementation Projects
127
5.3.1 On-Premise Scenario/Hybrid Scenario
128
5.3.2 Cloud-Centric Scenario
128
5.3.3 Single Deployment
128
5.3.4 Template, Rollout, and Further Deployments
129
5.4 Specifications and Conventions for the Project Setup
130
5.4.1 Project Setup for the Example Scenario
130
5.4.2 Hybrid Scenario: Initial Template Development
132
5.4.3 Hybrid Scenario: Further Template Development
135
5.4.4 Hybrid Scenario: Rollouts
137
5.4.5 Hybrid Scenario: Further Deployments
141
5.5 Summary
141
6 Project Setup
143
6.1 General Information
144
6.1.1 SAP Activate Templates (Task Templates)
146
6.1.2 Status and Planning
147
6.2 Timeboxes
147
6.2.1 Phases
148
6.2.2 Sprints and Milestones
148
6.2.3 Quality Gates
150
6.3 Teams
156
6.3.1 Creating Teams
156
6.3.2 Create Your Own Roles
158
6.4 Scopes
160
6.5 Deployment Landscape and Deployment Plan
161
6.6 Tag Management
162
6.7 Summary
167
7 Define Project Scope
169
7.1 Create Scope
171
7.2 Preparation for a Fit-to-Standard Workshop
176
7.3 Define Tasks
181
7.4 Define Solution Process
183
7.5 Tools for Scope Definition of the Project
188
7.5.1 SAP Readiness Check
188
7.5.2 SAP Business Transformation Center and Digital Blueprints
194
7.6 Summary
201
8 User Management and Project Reporting
203
8.1 Project Onboarding
204
8.1.1 Identity Authentication Service
204
8.1.2 Add Users to SAP Cloud ALM
207
8.1.3 Create and Authorize Users
221
8.1.4 Create Your Own Role Collections
222
8.1.5 Manage Users and Assign Roles
223
8.1.6 Approve User Requests
226
8.1.7 Define Project Access Permissions
227
8.2 Project Progress and Project Reporting
229
8.2.1 Project Overview
230
8.2.2 Tasks
232
8.2.3 Analytics
234
8.2.4 Cross-Project Analysis
238
8.3 Summary
239
PART II Explore
241
9 Process and Document Management
243
9.1 Processes in SAP Cloud ALM
245
9.2 Documents
246
9.3 Solution Value Flow
251
9.4 Solution Process Flow
252
9.5 Process Authoring
257
9.6 Process Hierarchy
260
9.7 Outlook on the Integration with SAP Signavio
266
9.8 Summary
267
10 Requirements Management
269
10.1 Overview of Requirements
270
10.2 Creation of Requirements
273
10.2.1 Creation via the Solution Process
275
10.2.2 Creation as a Standalone Requirement
277
10.3 Specification of Requirements
278
10.3.1 Best Practices for Requirements Specification
278
10.3.2 Text Example for Requirements
280
10.3.3 Further Information on Requirements
281
10.4 Handover of Requirements for Implementation
284
10.4.1 Preparation for Handover to Implementation
284
10.4.2 Requirement Approval
285
10.4.3 Possible Follow-Up Elements
286
10.4.4 Outlook on User Stories
288
10.5 Enrichment of Requirements during Implementation
289
10.6 Summary
291
11 Fit-to-Standard and Fit-Gap Workshops
293
11.1 Differences Between Fit-to-Standard and Fit-Gap Workshops
294
11.2 Fit-to-Standard Workshops
296
11.2.1 Definitions and Basics
297
11.2.2 Project Tasks
298
11.2.3 Steps 1 to 3: View, Demonstrate, and Compare Processes
300
11.2.4 Step 4: Identify Requirements
302
11.2.5 Step 5: Define Configurations
303
11.2.6 Step 6: Empower the Customer
303
11.3 Fit-Gap Workshops and Rollouts
303
11.4 Summary
305
12 Test Management
307
12.1 Test Management in SAP Cloud ALM
308
12.2 Planning the Test Preparation
310
12.2.1 SAP Activate and Test Management
310
12.2.2 Determining Test Scope
311
12.2.3 Dashboards for Test Preparation
311
12.2.4 Tagging Function in Test Management
312
12.3 Test Automation in SAP Cloud ALM
313
12.3.1 Test Automation Tool for SAP S/4HANA Cloud
314
12.3.2 SAP Test Automation by Tricentis with SAP Cloud ALM
315
12.4 Summary
319
PART III Realize
321
13 Agile Implementation of User Stories
323
13.1 Creation of Sprints
324
13.2 From the Requirements Backlog to the Product Backlog
328
13.3 Overview of User Stories
330
13.3.1 Create a User Story from a Requirement
331
13.3.2 Specify User Story
336
13.4 Sprint Planning
338
13.4.1 Structure of a Product Backlog
338
13.4.2 Assigning the User Story Selection to the Sprint
339
13.4.3 Structure of a Sprint Backlog
340
13.4.4 Review of the User Story Selection
340
13.4.5 Set Requirements to In Realization
344
13.4.6 Creating Features
345
13.5 Processing User Stories during Sprint Execution
346
13.5.1 Processing the User Story by the Developers in the Sprint
346
13.5.2 Creating Transports for Implementation
347
13.5.3 Assigning Test Cases to a User Story
351
13.6 Daily Scrum: Daily Meetings
351
13.7 Sprint Review Meeting
355
13.8 Sprint Retrospective
357
13.9 Summary
358
14 Test Preparation
359
14.1 Solution Walkthrough and Test Cycles
360
14.2 Test Case Creation
361
14.2.1 Create and Edit Manual Test Cases
362
14.2.2 SAP Best Practice Content for Test Cases
366
14.2.3 Uploading Test Cases
366
14.2.4 Create and Import Automated Test Cases
368
14.2.5 Releasing Test Cases
372
14.3 Test Case Assignment to User Story and Requirement
372
14.4 Test Plan
374
14.4.1 Create and Prepare Test Plans
374
14.4.2 Handover Test Plans to Execution
378
14.5 Summary
379
15 Test Execution
381
15.1 Run Test Cycle
382
15.1.1 Execution of Manual Test Cases
384
15.1.2 Execution of Automated Test Cases
388
15.2 Defect Management
389
15.2.1 Defect Dispatching
391
15.2.2 Defect Processing
393
15.2.3 Defect Closing
397
15.3 Test Progress and Defect Monitoring
397
15.3.1 Test Execution Analysis
398
15.3.2 Defects Reporting
401
15.3.3 Traceability of Solution Processes, Requirements, and User Stories
402
15.3.4 Project Overview
404
15.4 Documentation of Results and Handover for Deployment
405
15.5 Summary
405
PART IV Deploy
407
16 Change Enablement
409
16.1 Record, Manage, Control, and Deploy Changes
410
16.2 Release Management in Theory
411
16.3 Importance of Release Management in Software Development
411
16.4 Release Management with SAP Cloud ALM
412
16.4.1 Developing a Sprint Concept
412
16.4.2 Defining User Stories and Features
414
16.4.3 Planning Sprints and Resources
414
16.4.4 Carrying Out Sprints and Monitoring Progress
415
16.5 Release Management in Hybrid System Landscapes
416
16.5.1 Template Rollout Approach
419
16.5.2 Infrastructure and Components in a Template Release
422
16.5.3 Planning and Implementation of Template Rollouts
422
16.5.4 Process Example for a Template Rollout Approach
423
16.6 Release Management in Cloud System Landscapes
432
16.7 Corrections during Operation
435
16.8 Summary
435
17 Deployment with SAP Cloud ALM
437
17.1 Technical Preparations
438
17.1.1 Consolidation of Systems into System Groups
438
17.1.2 Planning the Deployment
440
17.1.3 Linking the Deployment Plan and Project
442
17.2 Features Overview
443
17.2.1 Status Overview
444
17.2.2 Create Features
447
17.3 Change Control with the Help of Features
451
17.3.1 Transportation Creation
452
17.3.2 Start Feature Implementation
455
17.3.3 Transport of Copy
456
17.3.4 Release Transport
458
17.3.5 Import Transport into the Test System
459
17.3.6 Handover for Testing
461
17.3.7 Approve for Production
461
17.3.8 Import Transport into the Production System
461
17.3.9 Confirm and Complete Feature Import
462
17.4 Mass Deployment of Features into Production
463
17.5 Transport Protocols
464
17.6 Milestone for Handover to Operations
465
17.7 Summary
468
PART V Operate
469
18 Overview of SAP Cloud ALM for Operations
471
18.1 Business Service Management
472
18.2 Monitoring and Event Management
473
18.2.1 Recognize Events
473
18.2.2 Forwarding and Resolving Events
490
18.3 Summary
497
19 Implementation
499
19.1 Business Service Management
500
19.2 Business Process Monitoring
507
19.2.1 Checking the Prerequisites
507
19.2.2 Initial Configuration
508
19.2.3 Specific Configuration
510
19.3 Integration and Exception Monitoring
514
19.3.1 Checking the Prerequisites
514
19.3.2 Initial Configuration
515
19.3.3 Specific Configuration
519
19.4 Real User Monitoring
527
19.4.1 Checking the Prerequisites
528
19.4.2 Initial Configuration
528
19.5 Synthetic User Monitoring
531
19.5.1 Initial Configuration
532
19.5.2 Specific Configuration
534
19.6 Job and Automation Monitoring
540
19.6.1 Checking the Prerequisites
540
19.6.2 Initial Configuration
541
19.6.3 Specific Configuration
543
19.7 Health Monitoring
546
19.7.1 Checking the Prerequisites
547
19.7.2 Initial Configuration
548
19.7.3 Specific Configuration
552
19.8 Email Notifications and Ticket Creation
555
19.8.1 Set Up Email Event Action
555
19.8.2 Set Up Ticket Event Action
558
19.9 Notes for the Operating Phase
559
19.9.1 Optimization the Configuration
559
19.9.2 SAP Focused Run Reverse Proxy
561
19.9.3 Next Generation Data Collection Infrastructure with OpenTelemetry
562
19.10 Summary
563
PART VI Extend and Integrate
565
20 Extension Basics
567
20.1 Extension Types
567
20.1.1 SAP BTP Services
568
20.1.2 SAP Cloud ALM APIs
568
20.1.3 SAP Solution Extensions
569
20.1.4 Your Applications
569
20.2 Introduction to SAP Business Accelerator Hub
570
20.2.1 Testing with the API Sandbox
572
20.2.2 Testing with Cloud Integration
576
20.3 SAP Integration Suite
579
20.3.1 Cloud Integration
579
20.3.2 Other Tools
581
20.3.3 Versions
583
20.4 External API Management
584
20.5 Basic Use of APIs
592
20.5.1 Pull APIs
593
20.5.2 Push APIs
600
20.6 Best Practices
601
20.7 Summary
605
21 Overview of APIs
607
21.1 APIs in the Implementation Area: Build
609
21.1.1 Analytics API
609
21.1.2 Project API
613
21.1.3 Task API
614
21.1.4 Custom Process API
616
21.1.5 Process Scopes API
619
21.2 APIs in the Operation Area: Run
621
21.2.1 Analytics API
621
21.2.2 Status Event API
622
21.2.3 Event Situations API
624
21.2.4 Resource Changes API
624
21.2.5 Raw Data Outbound Metrics API
625
21.3 Summary
627
22 Practical Examples
629
22.1 Creating GitHub Issues for Alarms in Integration Monitoring
629
22.1.1 GitHub API for Issues
630
22.1.2 External API Management
633
22.1.3 Intelligent Event Processing
638
22.1.4 Practical Application
640
22.2 Integration of Microsoft To Do
642
22.2.1 Technical Aspects of the Integration of Microsoft To Do
643
22.2.2 Implementation of the Microsoft Graph API for Microsoft To Do
645
22.2.3 Implementation of the SAP Cloud ALM API
658
22.2.4 Practical Application
661
22.3 Summary
663
The Authors
665
Index
669