Indice_SAP Master Data Governance_The Comprehensive Guide

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Contents
Preface ....................................................................................................................................................... 19
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
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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
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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
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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
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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
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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
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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
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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
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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 ReplicationLog .......................................................................................... 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
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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
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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
The Authors ............................................................................................................................................. 745
Index .......................................................................................................................................................... 749
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