SAP NetWeaver MDM
Trusted Information Across the Enterprise
EIM Solution Management June 2011
Preface
Information on how to use this presentation
Note that this presentation sheds light on major capabilities and individual features of
SAP NetWeaver Master Data Management (MDM). For an overview of SAP
NetWeaver Data Management (MDM) from a business perspective, we’d recommend
to go through the separate
SAP NetWeaver Master Data Management Overview
presentation
first.
In addition, you may watch a dedicated
presentation informing on MDM Business
Content
.
As a general source of information, please check the
SAP Enterprise MDM home
page
and the
SAP NetWeaver Master Data Management topic page
in the SAP
Developer Network.
Agenda
SAP’s Master Data Management Solution incl. SAP NetWeaver MDM
SAP NetWeaver Key Capabilities
Data Integration/Synchronization
Data Modeling
Data Quality
Workflow and Web Services
Data Stewardship
Manageability
Summary
Establish Trust in your Master Data
SAP Solutions for Enterprise Master Data Management
Automate master data governance
processes in accordance with your
data governance policies and business
processes
Gain a single view of master data from
SAP and non-SAP systems
Pre-packaged business usage
scenarios for faster time-to-value
Integrated with BusinessObjects Data
Services and Information Steward
Use SAP ecosystem to define a
winning MDM strategy and faster
implementation
1,500+ customers
SAP Master Data Governance
Out-of-the-box
Applications to create,
maintain, and replicate
master data
SAP NetWeaver MDM
Toolset to consolidate,
harmonize, and share
master data
SAP BusinessObjects Data Services and Information Steward
Industry leading data
quality, integration,
profiling, and visualization
SAP Enterprise Master Data Management
SAP NetWeaver Master Data Management
Bringing clarity on your master data across the enterprise
Which employee should we assign?
Do I have the right product?
Who is my best supplier?
Who is my customer? ERP 1 Part: 2574 ERP 2 Part: 0814 ERP 3 Part: 1235
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SAP NetWeaver Master Data Management
Versatile scenarios based on generic infrastructure
Generic Scenarios
Data Consolidation
Data Harmonization
Collaborative Data Creation
Horizontal Scenarios
Customer Data Management
Product Information Management
Industry Scenarios
Global Data Synchronization
Aggregate Physician Spend
Embedded Scenarios
Generic MDM Scenarios
Basic description
Master Data Consolidation
Load master data from client systems
Identification and consolidation of similar or identical objects
Provision of key mapping for unified, company-wide analytics and business operations
Aggregate master data across SAP and non-SAP systems into a centralized master data repository. Once data is consolidated, you can search for data across linked systems, identify identical or similar objects across systems, and provide key mapping for reliable companywide analytics and reporting.
Master Data Harmonization
Master Data Consolidation plus
Distribution of consolidated data to client systems
Local completion of master data with application-specific information
Consolidate and harmonize master data from
heterogeneous systems. Ensure high quality master
data by distributing harmonized data that is globally relevant using distribution mechanisms. Allow
subscribing applications to enrich master data with locally relevant information.
Collaborative Master Data Processes
Centrally controlled creation of master data in heterogeneous contexts, e.g., by integrating SAP
NetWeaver BPM to facilitate master data processes with automated and human activities
Distribution to client systems and local completion with application-specific information
Support company quality standards by ensuring the central control of master data, including
maintenance and storage. Distribute master data to client systems as required using distribution
Master Data Consolidation
Become the brains of the enterprise
Consolidation process
consists of the following actions
Load data from remote systems
(SAP and non-SAP) using native MDM features or leveraging SAP
BusinessObjects Data Services
Cleanse the master data using native MDM features or leveraging SAP
BusinessObjects Data Services
Create cross-system key mapping
Provide a single version of the truth
MDM Consolidate Master Data … … … … Consolidate Load Validate & Enrich De- Duplicate
Master Data Harmonization
Align the complete system landscape
Distribution process
consists of the following actions
Subscribe remote systems to enrich master data with globally relevant information
Distribute data to remote systems (SAP and non-SAP)
Perform local completion of master data with application-specific information if required
Distribute Master Data MDM … … … … Distribute Synchronize
Collaborative Master Data Processes
Ensure consolidated master data from the beginning
Collaborative data creation process leveraging SAP Business Process Management, involving
Multiple approval levels e.g.
different managers or departments
Sustained data quality checks and global duplicate checks prior to data creation ensure high quality master data
MDM repository contains
consolidated and reliable master data fueling enterprise business processes
SAP NetWeaver BPM
NW
MDM Create and syndicate Request
Search
Check Approve
Web Service calls
Cleansing, enrichment, de-duplication, quality analysis Flexible business-level modeling, hierarchy management, and layout composition Integrate and propagate data
Manageability
SAP NetWeaver MDM Capabilities
Facilitating utmost business process performance
Data Modeling
Workflow and
Web Services
Data Quality
Data Stewardship
Data Integration/
Synchronization
Service-based data access and flexible Workflow integration Command on data viaflexible UI , authorization etc., active data control
System monitoring, transport management,
MDM Technology Capabilities
Data Integration/Synchronization - Overview
SYSTEM
INTEGRATION
MDM
Integrate Data
Advanced Extract, Transform and Load capabilities
Field/value mapping and import maps for automated import
Automated and manual import
Supports point-to-point and brokered integration e.g. utilizing
SAP NetWeaver PI or Web services
Optional: connectivity with
SAP BusinessObjects Data Services for ETL processes
Propagate Data
Syndication of consolidated information
Automated and manual export
Data Integration/
Process Flow for Importing Master Data
Using native MDM import mechanisms
* Basically the same for both reference data and master data
Sequence of this process*
1) Extract master data from remote
systems and transfer to SAP NetWeaver Process Integration
2) Transform incoming data and send
to MDM Import Server
3) Process data with MDM Import
Server and send to MDM Server
4) Persist data in MDM repository
5) Access data using MDM Data
Manager (or SAP NetWeaver Portal) 1 2 3 4 5 MDM Server MDM Import Server MDM Data Manager 5 4 3 1 MDM SAP NetWeaver PI 2 Import
Integrating Data
Start with initialization process
Run initialization process
Retrieve reference data (customizing)
from SAP applications like ERP, CRM and SRM
Use generic extractor (independent of
MDM data model and SAP remote system)
Transfer reference data to MDM in an
XML format
Leverage predefined connection
information (MDM ports incl. import maps)
Process the XML files with MDM Import
Server and import data into MDM repository
* SAP Note 964991:This note specifies the PI and PI_BASIS support packages with which the generic extractor is delivered.
MDM remote system extractor* to initialize
MDM repositories
Integrating Data
Using MDM Extractor for master data
Run extraction process
Extract master data from major
SAP applications (R/3, ERP, CRM, SRM, BW) using generic extractor
Send data to SAP NetWeaver PI
Transform incoming master data and
send messages in XML format to MDM
Leverage predefined connection information (MDM
ports incl. import maps)
Process the XML files with MDM Import Server and
import data into MDM repository
* SAP Note 964991:This note specifies the PI and PI_BASIS support packages with which the generic extractor is delivered.
MDM remote system extractor* for
automating extraction of master data
Integrating Data
Interactively using MDM Import Manager
Required steps to import data
Select MDM repository as destination
Connect to source data file or database
Identify source and destination tables
Map fields/ values from source to
destination incl. transformation if required
Match records based on key fields to identify
whether new records should be created or existing records should be updated
Import records to transfer data into the MDM
repository
* MDM Import Server can be utilized for periodic import of master data.
Intuitive UI to import master data from various
sources*
Integrating Data
Leveraging SAP NetWeaver MDM Business Content
Out-of-the-box data models
Contain data structure mappings for major SAP applications like ERP, CRM and SRM
Include matching content for Business Partner and Product data model
Can be used as starting point for defining custom data models
Plus integration content
Provide generic MDM extractors for reference data and master data
MDM business content for
SAP NetWeaver PI SAP NetWeaver Portal
Business Partner Product Employee Vendor Material Customer
SAP ERP related model
Suite-related model
Predefined business content for multiple business
objects and major SAP applications
Process Flow for Integrating Master Data
Leveraging SAP BusinessObjects Data Services
Sequence of this process
Extract master data from remote systems using SAP BusinessObjects Data Services Cleanse data, match duplicates and deliver to MDM Import Manager
Map data using MDM Import Manager and send to MDM Server
Persist data in MDM repository
Access data using MDM Data Manager for post-processing (or SAP NetWeaver Portal)
1 2 3 4 5 MDM Server Import MDM Import Manager MDM Data Manager 5 4 3 1 MDM SBOP Data Services 2
Third party source systems
Option to use ETL capabilities of SAP
Business Objects Data Services
Integrating Data
Outbound integration with MDM Syndicator
Required steps to distribute data
Connect to a source MDM repository
Define map or apply predefined map, incl.
remote system and mapping information
Select records to syndicate by searching and
suppressing
Execute syndication manually or periodically*
* MDM Syndication Server can be utilized for periodic distribution of master data
Intuitive user interface to distribute master
data to various targets
SAP NetWeaver MDM Capabilities
Data Modeling - Overview
Business-level modeling
Supporting the needs of the data expert across all data domains
Extensibility and ability to built your
own models
Predefined data models with versatile extension options
Model-driven architecture to define custom objects
Support for industry-specific
requirements
Easy modeling capabilities to comply with industry standards such as UNSPSC, eCl@ss
Creating and Maintaining Master Data
Easily maintain:
Complex hierarchies and taxonomies
Reference data
Assign values to records via
multi-valued lookups, hierarchies, and
taxonomies
Quickly find and update multiple
records at once
Compare and merge multiple records
using side-by-side comparisons
* MDM iViews, APIs, and Web services can also be utilized to access master data stored in an MDM repository
MDM Data Manager* to search, create, edit, and structure content stored in
an MDM repository
© 2011 SAP AG. All rights reserved. 24
Versatile Options in Data Modeling
Support
for
multi-object
repositories
Multiplebusiness objects(=maintables) can residein oneand the same repository
E.g.supplierand productdata canbe storedin onerepository
Records ofdifferentmain tablescan referenceeachother (newfieldtype “Lookup[Main]”)
E.g.asuppliercan be related toseveralproducts
Maintables can sharethe same customizing/lookuptables
E.g.the maintables “customers”and “suppliers”can be connectedtothe table “countries”in order to ensureconsistent informationaboutthe countryof origin ofboth businesspartners
Support for nested structures
New compositedata typetupleallows modellingofnested structures
E.g.productcapacity information dependingon plantand locationor
multipleaddressesofa businesspartnercan holdmultiplephonenumbers
Flexibility for Data Modeling and Complex Objects
© 2011 SAP AG. All rights reserved. 25
Consolidated Data for Print Publications
Printed catalogs made easy
Automation Creative Design Final DTP Clean data
Publishing features include:
Clean data basis
By seamlessly integrating with MDM repository
Leverage MDM data quality features Semi-automation in data publishing
Predefined output and page layout
Page maximization Creative design
Manual intervention for
layout definition and adjustments Adobe InDesign Plug-in
DTP Finalization
Open interface to third-party publishing software Adobe InDesign 3rd party publishing SW 3rd party publishing SW MDM
Create printed catalogs in a DTP-like
environment
SAP NetWeaver MDM Capabilities
Data Quality - Overview
Data cleansing, enrichment and
de-duplication
Normalization and standardization at import incl. field and value mapping
UoM conversions
Validations and enrichment to ensure compliance with company standards
Data quality features (cleansing, rules-based and interactive matching,
comparison and interactive merge)
Integration with SAP Business Data Services for advanced DQ (e.g. data profiling, address validation, fuzzy
matching, auto-merge, and survivorship)
Management of key mapping information
Increasing Data Quality
Leveraging ETL from SAP BusinessObjects Data Services
For initial and incremental data loads to
SAP NetWeaver MDM from any source via file and Web services based
integration
Automated data pre-cleansing that
leverages capabilities such as auto merge and survivorship rules
Out-of-the-box system connectors
Cleanse source data before importing to MDM:
Increasing Data Quality
With mapping & conversion
Field Mapping
Allows you to map an individual source field to an individual destination field
Value Mapping
Source fields can be mapped at the value level against the legal destination
Conversion
Each source value can manually or automatically be converted or reformatted
Increasing Data Quality
With validations & assignments
Validations
Can be used to perform all sorts of tests that implement business logic, e.g.
Making sure required fields all have a non-NULL value Making sure non-lookup fields that do not have pick lists to
enforce data integrity have a legal value (e.g. Price > 0) Comparing the values of different fields to make sure the
relative values are legal (e.g. Price > Cost)
Increasing Data Quality
With validations & assignments
Assignments
Used to calculate and set the value of a field, e.g.
Provide users convenient and “error-free” shortcuts to fill-in fields Set field values depending on workflow events (like “Set status”)
Expressions
MDM expressions are Excel-like formulas that are evaluated by MDM and return a distinct value for each record
Used within MDM in validations, assignments, and calculated fields Define complex formulas based on the data values of the record Evaluate those formulas against a group of one or more records
Increasing Data Quality
With matching & merging
Matching
Locates duplicate records for consolidation within an MDM repository
Supports interactive, strategy-based matching and is exposed in the MDM Data Manager*
Allows you to:
Define matching strategies Apply these strategies to a
set of records and view the matching results
Merging
Uses the matching score to decide which of the potential duplicates to merge
Collapses duplicates into a single record
* Also available via APIs
De-duplication of records for unambiguous and consistent master
data
Increasing Data Quality
With key mapping
Key Mapping
Maintains the relationship between the remote system’s identifier (or key) for an object and the corresponding master data object in MDM
Provides cross-system identification for reliable, company-wide analytics and business operations
Is the main deliverable of Master Data Consolidation
© 2011 SAP AG. All rights reserved. 33
Increasing Data Quality
With Enrichment Architecture
MDM sends data elements to a data enrichment provider and receives a response containing data to be updated or inserted in a repository. Process is controlled by the Enrichment Controller, which is an Enterprise JavaBean (EJB).
Open to domain experts
SAP BusinessObjects Data Services XI 3.2
address cleansing and certified ISV solutions can be leveraged in SAP NetWeaver MDM
using the MDM Enrichment Architecture
MDM Enrichment Controller
…
Enr ic hm ent Adapter Enric hm ent Adapter Enric hm ent AdapterSAP
SAP
Business Objects certified ISV solutions MDM + DS MDM Dat a Qu a lity Time MDMAchieve meaningful master data using SAP BusinessObjects Data
Services and external domain expertise partners
DB Views*
RDBMS
RDBMS
Master Data Server
SAP NetWeaver
SAP BusinessObjects Data Services
Use Cases for DB Views
SAP BusinessObjects Data Services
External Matching
Data Quality Assessment / Reporting
DB Views are an optimized connectivity
option
Read-only
Tight integration
High Performance
* available per consulting service, consult your SAP consulting representative
DB Views to Directly Connect SAP NetWeaver MDM with SAP BusinessObjects
Increasing Data Quality
Enhancing BW Data Quality
Facilitate trusted analytics
Leverage MDM capabilities to improve
data quality in BW
Use MDM de-duplication features to consolidate BW master data Correct historical master data
inaccuracies
Enables cross system analysis based on consolidated group ID/ MDM key mapping
BW/MDM Connection
Connection via SAP NW PI or MDM ABAP API
BW standard interfaces (Open Hub, DataSource)
Generic BW extractor functionality
+
TRANSACTIONAL DATA MASTER DATA
BUSINESS INSIGHT
Deliver insight with an integrated platform, understand your most
profitable products, best customers and cheapest/reliable vendors
SAP NetWeaver MDM Capabilities
Workflow and Web Services - Overview
Service-based data access
Allow consumption and CRUD operations on master data through Web service integration
Design and create Web services without coding
Workflow integration
Leverage inherent data management workflow and cross-system business process management
Workflow and
Web Services
Ensure role and task based process flow and
authorize open access to central master data
Service-enabled access to master data
Using MDM APIs and Web Services
MDM APIs (ABAP, Java, and .NET) offer a broad functional coverage
Administrate MDM Servers and model repositories
Access and modify master data
Exposes MDM matching capabilities and workflow
MDM Web Services are an open interface to the MDM Server
Generator for Web services based on specific repository structure
Definition of exposed tables and fields through Web UI
CRUD operations can be defined on table and field level
xxxx
Service-enabled access to MDM repository with APIs and Web services
Integrating Data
MDM Web Services (starting with SP04)
Check in/Check out Records
Update/Get Key Mapping
Execute Validations
Launch/Get Workflow Status
Execute Assignments
Matching
Syndication*
* available as of SAP NetWeaver MDM 7.1 SP 5
Managing Master Data Operations
Workflows*
Consist of a sequence of steps that allow you to orchestrate a series of operations that include user tasks, validations, and approvals to automate business processes at the data management level
*) - MDM workflow tasks can also be accessed in the Universal Worklist (UWL) via SAP NetWeaver Portal. - SAP NetWeaver MDM can also be integrated with SAP NetWeaver Business Process Management (BPM)
SAP NetWeaver MDM and BPM – A Perfect Match
Collaborative master data creation process
Multiple approval levels e.g. different managers or departments
Sustained data quality checks and global
duplicate checks prior to data creation ensure high quality master data
MDM repository contains consolidated and reliable master data fueling
enterprise business processes
SAP NetWeaver BPM
MDM Create and syndicate Request Search Check ApproveWeb Service calls
SBOP DS
non SAP
SAP MDM
SAP CRM
Profess Layer: Based on SAP NW BPM, MDM Services can be consumed (generic services in SAP
NetWeaver MDM 7.1 (<=SP3), specific services in SAP NetWeaver MDM 7.1 SP04, SP05)
User Interface Layer: Java Web Dynpro components (delivered with SAP NetWeaver MDM 7.1 SP04,
SP05 or customer specific components based on SAP NetWeaver MDM 7.1)
Generic MDM infrastructure with BPM Integration Architecture
User Interface Layer Process Layer
Workflow and Rules, Services
Role Based UI
UI
UI
SAP NetWeaver MDM Capabilities
Data Stewardship - Overview
Appropriate User Interfaces to take
action
Role-specific, web-based data management
Integrated within the Enterprise Portal or standalone deployment
Authorization management
Role-based access, views & rights, workflow definition
Command on data management:
measure, monitor, improve
Mass maintenance support
Various search options (drill-down-, attribute-, keyword-search etc.)
Connectivity to SAP Business Data Services for data profiling, data lineage, and impact analysis
Accessing Data in a Role-Based Manner
Flexible UI strategy
Windows UIs for sophisticated key user master data
operations (e.g. mass changes) and administrative tasks MDM WebDynpro UI components for collaborative MDM,
e.g., in conjunction with SAP NetWeaver BPM*
MDM iView library provides a set of configurable iViews to access an MDM repository in multiple dimensions MDM iViews are
Totally adaptive to the schema structure of the MDM repository to which they are connected
Fully collaborative with other iViews on the page
* available as of SAP NetWeaver MDM 7.1 SP 4
Select the UI strategy for your purpose
High-performance Data Search
Using Drilldown Capabilities
MDM’s drilldown search has the following features:
All possible values are always displayed in pick lists
from which one or more values can be selected
Pick lists are continuously updated to include only
values that are currently valid
Multidimensional selections can
be made simultaneously from
among different search parameters (such as category, manufacturer, attributes, and keyword) and in any order
MDM also includes free-form
search incl. a literal search
that accepts typed values and a keyword search that can match keywords in any or all of the fields
Parametric Search
Process of finding records by selecting attributes and/or values (parameters) that must be matched in the records searched
Search entire repository and any item located in a matter of seconds
SAP NetWeaver MDM Capabilities
Manageability
Manage Track
Monitor System Monitoring
CCMS and Solution Manager Diagnostic monitoring, root cause analysis
Change and Transport Management
Integration with SAP Change and Transport System (CTS+)
Comprehensive Authorization Concept
and User Management
Supports authorization concepts; LDAP integration
Traceability
Clear change tracking and visualization of data changes
User- and roles-based maintenance activities documented in audit logs
Manageability
Ensure technical operation and
manageability of MDM
Auditing & Compliance
Clear change tracking UI to
visualize data changes
Authorization concept definition
in MDM Console
User- and roles-based
maintenance activities documented in audit logs
SAP NetWeaver MDM Info Collector
Snapshot of system performance
Speed up support through
streamlined problem analysis
Collect all relevant system
performance in a single reporting environment
Beneficial for SAP support and
Ensuring Technical Operations
As a prerequisite for top-notch master data management, SAP NetWeaver
MDM ensures reliability of technical operations
For a complete picture of how MDM ensures
technical operations (such as monitoring, transport
management etc.) see the
Solution Operations Guide
SAP NetWeaver Master Data Management 7.1
Cross-domain MDM Infrastructure
Two of the top three finalists of the Gartner MDM Excellence Awards 2009 are SAP NetWeaver MDM customers. Kraft Foods and BP were ranked 1st and 2nd by a team of Gartner analysts based on their
successful implementations of very complex MDM projects. Gartner MDM Excellence Awards 2011 winner is SAP NetWeaver MDM customer Lexmark International.
Great flexibility in data modeling and support for complex data structures
Optimized inbound & outbound processing, e.g.
Native MDM adapter for SAP NetWeaver PI
Option to use SAP BusinessObjects Data Services for integration of external data sources
Integration with SAP NetWeaver standard administration and life-cycle components
Optionally leveraging SAP BusinessObjects data quality capabilities
Model-driven generation of Web services
Integration with SAP NetWeaver BPM for collaborative data management
Summary
Key Takeaways
SAP NetWeaver MDM is the generic
cross-domain infrastructure
supporting all domains and use cases in the enterprise.
Combining SAP NetWeaver MDM and BPM provides a
flexible
process environment
for collaborative master data
maintenance in heterogeneous environments
SAP NetWeaver MDM combined with SAP Business Objects
Data Services provide unparalleled master data excellence
ensuring
insight, quality
and
process
enablement
SAP will lead the industry in helping our customers to turn master
data into a differentiating corporate asset facilitating best-run
Thank You!
Contact information: Markus Ganser
SAP EIM Solution Management
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