Preface

19

Who This Book Is For

20

How This Book Is Organized

20

Acknowledgments

24

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

29

1.2.1 Enterprise Information Management Benefits and Drivers

30

1.2.2 Building the Business Case

32

1.3 Enterprise Information Management Capabilities

35

1.3.1 Architecture and Metadata Management

35

1.3.2 Data Integration

36

1.3.3 Data Quality

36

1.3.4 Master Data Management

36

1.3.5 Content Management

39

1.3.6 Information Lifecycle Management

40

1.3.7 Federated Master Data Landscape

40

1.3.8 SAP One Domain Model

42

1.4 Key SAP Solutions for Enterprise Information Management

44

1.4.1 SAP Data Services

44

1.4.2 SAP Information Steward

45

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

46

1.4.4 SAP Agile Data Preparation

47

1.4.5 SAP Information Lifecycle Management

48

1.4.6 SAP Content Management Solutions by OpenText

49

1.5 SAP Cloud Solutions for Information Management

50

1.5.1 SAP Data Intelligence Cloud

51

1.5.2 SAP Data Quality Management, Microservices for Location Data

52

1.5.3 Data Attribute Recommendation

53

1.5.4 SAP Master Data Integration

54

1.5.5 SAP Master Data Orchestration

55

1.6 SAP Master Data Governance

57

1.6.1 SAP Master Data Governance, Cloud Edition

60

1.6.2 SAP Master Data Governance on SAP S/4HANA Cloud, Private Edition

61

1.6.3 SAP S/4HANA Cloud for Master Data Governance

62

1.7 Summary

62

2 Introduction to SAP Master Data Governance

63

2.1 Use Cases

63

2.2 Architecture

66

2.2.1 Overview

66

2.2.2 Available User Interfaces

70

2.3 Overview of Data Domains

73

2.3.1 Material Master

73

2.3.2 Business Partner, Supplier, and Customer

76

2.3.3 Customer-Vendor Integration

81

2.3.4 Solution Extension Offerings

89

2.3.5 Financials

90

2.4 Summary

94

3 SAP Master Data Governance, Cloud Edition

95

3.1 Introduction

95

3.2 Overview of Processes in SAP Master Data Governance, Cloud Edition

99

3.2.1 Central Governance

99

3.2.2 Consolidation

104

3.2.3 Managing Data Quality

110

3.3 Workflow Integration

116

3.4 Address Validation

117

3.5 Document Management Services

119

3.6 Summary

121

4 Deployment Options

123

4.1 Deployment Options

124

4.1.1 Hub versus Co-Deployment

124

4.1.2 Limitations and Restrictions

126

4.1.3 Initial Build

127

4.1.4 Quick-Start for SAP Master Data Governance

129

4.1.5 Customizing Synchronization

130

4.1.6 Reference Master Data Synchronization

143

4.1.7 On-Premise versus Cloud Deployment

143

4.2 Summary

146

5 Central Governance: Data Modeling

147

5.1 Introduction to Data Modeling in SAP Master Data Governance

148

5.1.1 Master Data Create/Change Process

148

5.1.2 Entity Types

150

5.1.3 Attributes

156

5.1.4 Relationships

157

5.1.5 Hierarchies

158

5.1.6 Entity Relationship Model Diagram

160

5.2 Configuring Data Models

161

5.2.1 Define Business Object Type Codes and Entity Types

161

5.2.2 Define Prefixes for Internal Key Assignment

162

5.2.3 Edit Data Model

163

5.2.4 Define Authorization Relevance per Entity Type

165

5.2.5 Generate Data Model-Specific Structures

166

5.2.6 Assign Package and Define Package Groups

167

5.2.7 Service Mapping Tool

169

5.3 Standard Data Models

171

5.3.1 Material Master Data Model

171

5.3.2 Business Partner Data Model

175

5.3.3 Financial Data Model

181

5.4 Extending Standard Data Models

184

5.4.1 Adding Attributes to Standard Data Models

185

5.4.2 Adding New Entities to the Data Model

186

5.5 Summary

186

6 Central Governance: User Interface Modeling

187

6.1 Floorplan Manager

187

6.2 User Interface Framework

191

6.2.1 Overview

192

6.2.2 Configuration

199

6.2.3 Material Master

204

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

207

6.2.5 Financial Domains

210

6.3 Enhancing the SAP-Delivered User Interface

213

6.3.1 Customizing

213

6.3.2 Personalizing

214

6.3.3 Enhancement

215

6.3.4 Context-Based Adaptations

215

6.3.5 Copy Application Configuration (Deep-Copy)

216

6.3.6 Modification

217

6.3.7 Change Request User Interface Building Block Enhancement BAdIs

218

6.4 Summary

219

7 Central Governance: Process Modeling

221

7.1 Governance Scope

221

7.2 Change Requests

223

7.2.1 Change Request Header

225

7.2.2 Logical Action

228

7.2.3 Business Activity

228

7.2.4 Change Request Type

230

7.2.5 Change Request Steps

233

7.2.6 Change Request Actions and Step Types

238

7.2.7 User Interface Determination

241

7.2.8 Editions

242

7.3 Single-Record Processing

244

7.3.1 Central Master Data Governance Scenarios

245

7.3.2 Processing Customer on a Client System

255

7.3.3 Business Context Viewer Side Panels

256

7.4 Multiple Object Processing

257

7.4.1 Mass Change

257

7.4.2 File Upload/Download

258

7.4.3 Data Import Process

260

7.4.4 Hierarchy Processing

261

7.4.5 Multiple-Record Processing

269

7.5 Workflow Process Modeling

270

7.5.1 Standard Workflow Templates

272

7.5.2 Rule-Based Workflows

278

7.5.3 Available Business Add-Ins

288

7.6 Summary

288

8 Data Quality, Search, and Remediations

291

8.1 Search Functionality

292

8.1.1 Overview

292

8.1.2 Search Applications

294

8.1.3 Match Profiles

297

8.1.4 SAP HANA–Based Search Setup

299

8.1.5 SAP HANA Search Extensibility

304

8.2 Duplicate Check

306

8.3 Business Rules in Central Governance

310

8.3.1 Code Lists

311

8.3.2 Simple Checks

311

8.3.3 Checks Based on Data Modeling

312

8.3.4 Checks and Validations Based on Business Rules Framework Plus

313

8.3.5 Validations Based on Business Add-Ins

320

8.4 Data Enrichment

323

8.4.1 Integration with SAP Data Quality Management for Address Standardization

324

8.4.2 Integration with Third-Party Data Enrichment Tools

328

8.4.3 SAP Business Partner Screening for SAP S/4HANA

330

8.5 Managing Data Quality

333

8.5.1 Process Overview

334

8.5.2 Managing Derivation Scenarios

337

8.5.3 Manage Validation Rules

338

8.5.4 Rule Mining Process Overview

342

8.5.5 Data Quality Evaluation Process Overview

343

8.6 Data Quality Remediation

353

8.6.1 Overview

354

8.6.2 Remediation Process

357

8.6.3 Configuration

364

8.7 SAP Master Data Governance: Data Quality Management Content for SAP Analytics Cloud

369

8.8 Summary

371

9 Consolidation and Mass Processing

373

9.1 Use Cases

375

9.2 Setting Up the Environment for Consolidation and Mass Processing

377

9.2.1 Activate Business Functions

377

9.2.2 Activate Transaction SICF Services

377

9.2.3 Authorization Objects and Roles

378

9.2.4 Grant Permissions and Privileges for SAP HANA-Based Fuzzy Matching

380

9.2.5 Basic Configuration for Background Remote Function Calls

381

9.2.6 Determination of Business System

381

9.2.7 Set Up the Workflow

381

9.3 SAP-Delivered Data Models

382

9.3.1 Overview of Process Models

383

9.3.2 Business Partner and Relationships

384

9.3.3 Material

388

9.4 Process Steps Overview and Configuration

390

9.4.1 Standardization

393

9.4.2 Update and Edit

396

9.4.3 Matching

397

9.4.4 Best Record Calculation

401

9.4.5 Validation

403

9.4.6 Filter and Remove

405

9.4.7 Activation

406

9.4.8 Scheduling Process Steps

408

9.5 Designing and Configuring Process Templates

410

9.6 Loading Data into Source Tables

414

9.6.1 Import Data for Consolidation

415

9.6.2 SAP Landscape Transformation Replication Server

417

9.6.3 SAP HANA Studio

419

9.6.4 Usage of Consolidation Processes for Service-Oriented Architecture Inbound Processing

419

9.7 Operating and Running Consolidation and Mass Processing Applications

420

9.7.1 Starting a Consolidation Process

421

9.7.2 Starting Mass Processing

422

9.7.3 Manage Consolidation and Mass Processing Processes

423

9.7.4 Troubleshooting Errors in Consolidation and Mass Processing

427

9.8 Technical Architecture

429

9.8.1 Overview

430

9.8.2 Frontend Architecture

431

9.8.3 Backend Architecture

450

9.9 Backend Extensibility

456

9.9.1 Building Custom Objects: Consolidation

456

9.9.2 Building Custom Objects: Mass Processing

489

9.10 Consolidation in SAP Master Data Governance, Cloud Edition

492

9.11 Summary

492

10 Data and Process Analytics

493

10.1 Process Analytics Overview and Analysis Drilldown

494

10.2 Change Request Analytics Using Master Data Attributes

499

10.3 Change Analytics for Master Data in Change Requests

503

10.4 Summary

505

11 Central Governance: Building Custom Applications

507

11.1 Custom Data Models

508

11.1.1 Project System in SAP S/4HANA

508

11.1.2 Data Modeling Tools

510

11.2 Create a Custom Data Model

512

11.2.1 Concepts and Prerequisites

513

11.2.2 Creating Entities

516

11.2.3 Adding Attributes to Entities

529

11.2.4 Representing the Work Breakdown Structure Hierarchically

530

11.2.5 Generic Interaction Layer Data Model

533

11.2.6 Hierarchy Data Model Types

535

11.3 Create a Custom User Interface

536

11.3.1 User Interface Framework

537

11.3.2 Design and Develop the User Interface

538

11.3.3 Develop a Single Object Maintenance User Interface

544

11.4 Process Modeling

554

11.4.1 Create a New Business Object

554

11.4.2 Create a New Business Activity

555

11.4.3 Assign Business Activities and Logical Actions to Business Objects

556

11.4.4 Maintain Settings for Business Activity Determination

557

11.4.5 Create a Change Request Type

558

11.4.6 Workflow Settings

560

11.5 Security and Roles

561

11.5.1 Authorization Objects

561

11.5.2 Roles

564

11.5.3 Homepage

568

11.6 Data Replication

572

11.6.1 Customizing Settings for Data Replication

572

11.6.2 Data Replication Framework Runtime Settings for Project Definition

576

11.7 Enabling Key Mapping

581

11.8 Enabling Value Mapping

582

11.9 Enabling Notifications

584

11.10 Summary

586

12 Data Replication Framework

587

12.1 Building Blocks and Configuration Objects

588

12.1.1 Building Blocks

589

12.1.2 Configuration Objects

602

12.1.3 Enhance Default Settings for Outbound Implementations

609

12.2 Material Master Replication

619

12.3 Customer, Supplier, and Business Partner Replication

623

12.3.1 Service Oriented Architecture-Based Replication

623

12.3.2 Application Link Enabling-Based Replication

624

12.4 Financial Master Data Replication

624

12.4.1 Account Replication

625

12.4.2 Company Replication

626

12.4.3 Cost Element Replication

626

12.4.4 Profit Center and Profit Center Hierarchy Replication

627

12.4.5 Cost Center and Cost Center Hierarchy Replication

628

12.4.6 Internal Order Replication

628

12.5 Replication Options for Non-SAP Systems

629

12.6 Operations

630

12.6.1 Logging, Tracing, and Monitoring Tools

630

12.6.2 Change Pointers

632

12.6.3 Check Data Replication Framework Customizing

633

12.6.4 Delete Replication Log

633

12.6.5 Display Object Replication Status

635

12.6.6 Delete Replication Status

636

12.6.7 Subscribe Objects for Data Replication

636

12.7 Summary

637

13 Central Governance: Integration Scenarios

639

13.1 SAP Master Data Governance Application Programming

639

13.1.1 Governance Application Programming Interface

640

13.1.2 Convenience Application Programming Interface

641

13.1.3 Application Context Application Programming Interface

641

13.2 Integration with SAP Solutions

642

13.2.1 SAP Cloud for Customer

642

13.2.2 SAP Ariba Supplier Lifecycle and Performance

644

13.2.3 Central Finance

645

13.2.4 SAP Product Lifecycle Management

646

13.2.5 SAP Product Content Management

647

13.2.6 SAP Information Lifecycle Management

648

13.2.7 SAP Information Steward

648

13.3 Integration with Third-Party Solutions

649

13.4 Summary

650

14 Master Data Migration

651

14.1 Data Migration Options

652

14.1.1 Migration Use Cases

652

14.1.2 Data Extraction from SAP ERP

653

14.1.3 Transaction MDMGX Data Extraction from SAP ERP

655

14.1.4 Data Conversion Option in SAP Master Data Governance

659

14.1.5 Data Load Options in SAP Master Data Governance

660

14.1.6 General Recommendations for Initial Data Load

662

14.2 Data Migration Strategies

665

14.2.1 Data Import/Export Framework

665

14.2.2 Key Mapping and Value Mapping

670

14.2.3 SAP Master Data Governance File Upload/Download

673

14.3 Summary

683

15 Central Governance: Operational Strategies

685

15.1 Edition Strategy

685

15.1.1 Creating New Editions

687

15.1.2 Releasing Editions

688

15.1.3 Monitoring Editions

689

15.2 Ongoing Data Loads

692

15.2.1 Creating Mass Change Requests for Mass Loads

692

15.2.2 Scheduling File Uploads in the Background

694

15.2.3 Operating with the Data Import/Export Framework

695

15.3 Performance Optimization

697

15.4 Data Archiving

698

15.5 Data Read Access Logging

699

15.6 Troubleshooting

701

15.7 Summary

703

16 SAP Fiori Applications

705

16.1 Introduction to SAP Fiori

705

16.2 SAP Fiori Applications for SAP Master Data Governance

707

16.3 Extensibility Options

719

16.3.1 Redefinition of OData Service

720

16.3.2 Extension of the User Interface Layer

722

16.3.3 Launchpad Extension

728

16.3.4 User Interface Theme Designer

729

16.4 Summary

730

17 Overview of SAP Master Data Governance Complementary Solutions

731

17.1 SAP Solution Extensions Partner Solutions

731

17.1.1 SAP Master Data Governance, Enterprise Asset Management Extension by Utopia

732

17.1.2 SAP Asset Information Workbench by Utopia

733

17.1.3 SAP Master Data Governance, Retail and Fashion Management Extension by Utopia

734

17.1.4 Other Partner Add-Ons Complementing SAP Master Data Governance

735

17.2 Quick-Start for SAP Master Data Governance

735

17.2.1 Benefits for Your IT Team

736

17.2.2 Benefits for Your Business Team

737

17.2.3 Benefits for the SAP Master Data Governance Implementation Team

738

17.2.4 Contents Delivered as Part of Quick-Start for SAP Master Data Governance

739

17.2.5 Deployment Approaches

741

17.2.6 Post-Deployment Steps

743

17.3 Summary

743