1. A comprehensive guide to leveraging SAPBusinessObjects Data Services for your data migrationneedsGinger GatlingSAP Labs

2. In This Session ... This session is intended for business process experts and technologists who are interested in data migration and need a deep-dive look at the tools provided by SAP for data migration projects. At the end of this session: You will understand SAPs Data Migration Solution, including the key capabilities and when it should be leveraged You will gain insight into the SAP Best Practice migration content, including when and how to load the content into Data Services Get step-by-step instruction to get started with SAP BusinessObjects Data Services, such as how to leverage the pre-delivered migration content with customer data 3. Agenda1. Understanding SAPs Data Migration Solution what it is, how it works, when to use it2. Deep-dive into the SAP Best Practice migration content3. Step by step demo on using the migration content in Data Services4. Top 10 recommendations for getting started on your first data migration project5. Wrap-up 4. Reasons companies need data migrationMigration is relevant for companies who are: Acquiring or merging with other companies Expanding into new lines of business Initiating Green IT projects to reduce hardware and systems environmental and dollar costs Harmonizing data and processes across organizational boundaries Global SAP rolloutMigration projects are relevant forall types companies, includingthose with SAP applications, non-SAP applications, upgrading, anyMigrationcompany who needs to migratedata from one application toanother. ILM stands for Information Lifecycle Management MDM stands for Master Data Management 5. SAP Addresses the Challenges of Data MigrationMigration projects are tactical and challengingGoLive with NO business disruptionPoor quality master data unable to support corebusiness processesUser Adoption Lack of quality data can make new system unusable Return on investment is at risk if implementation is delayed No Surprises Surprises early in a project can be managed surprises late in a project are a huge problem Data Migration Cannot Delay GoLive Inability to track and manage the project can cause surprises late in the project 6. SAP Data Migration SolutionSAP introduces an easy to use datamigration solution to reduce project risksand speed implementationThe solution includes: SAP BusinessObjects Data Services SAP BusinessObjects Enteprise for Webi dashboards SAP BusinessObjects Data Services SAP Best Practices for Data Migration Services provided by SAP and partners 7. Examples of When to Use SAPs DataMigration Solution Implementing a new SAP application system, such as ERP or CRMExample: Project to implement ECC 6.0 or CRM 7.0 Adding new line of business that requires migration data to SAPExample: Adding new plants to existing system, or adding new country to financials Implementing new application within existing SAP ERP systemExample: Implementing Utilities Customer Relationship/Billing onto CRMExample: Implementing materials management on existing ERP New application New LoB 8. Examples of When to Use SAPs DataMigration Solution continued Reducing number of SAP systems as part of TCO or other Green IT projectExample: Moving from 20 to 4 SAP production systems globally and data must bemigrated to the 4 systems Decommissioning non-SAP systems as part of TCO or other Green IT projectExample: After implementing a new SAP application, the previous system can bedecommissioned New application New LoB Lower TCO Green IT 9. What SAP Data Migration Is Not A tool to convert SAP to SAP Example: You need to carve out a company code and all related data from one SAP system and move it to another SAP system Example: You need to convert data directly in the productive database for example currency conversion, chart of accounts, legal compliance issues, while preserving the business context.Conversion of SAP to SAP is done by System Landscape Optimization http://service.sap.com/slo 10. How SAPs Data Migration Solution Works 1. Data is profiled and extracted from the source system. 2. Data is mapped to the target data structures. 3. Data is validated against the target business context. 4. Data is loaded into the target system. 5. Data is reconciled between the target system and the source system. 6. The entire process is done iteratively until the data is ready for load into the production target system.1 Extract Data 2 Map data3validate data 4 load data 5 reconcile data 11. SAP Best Practices for Data MigrationArchitectureLegacy Data Staging and TestLoadingTarget Data EnvironmentEnvironmentEnvironmentPerformanceDashboards andAnalysisBusiness Reporting Staging Area Flat Files/ExcelPre-Built loadroutines for SAPData Services Platform Files ObjectsValidateDatabasesCleanse Transform & Load Name Parsing Business TransformIDocsExtract & Address Parsing & Correction Data into SAPValidation Rules Automatic SAP SAP ProfilestructureMaterial/Product ConfigParsingValidation ApplicationsMatching SAPReconciliation ConfigurationExtraction XMLTransparency,Communication and Governance, 12. Major Components of SAPs Data MigrationSolutionSoftware components:SAP BusinessObjects Data Services: Data management platform to supportall migration tasks.SAP BusinessObjects Data Insight: Data profiling & assessmentSAP BusinessObjects Metadata Manager: Data lineage and reconciliation ofdata from target to sourceSAP BusinessObjects Enterprise : Includes Xcelsius, Webi, Crystal forreporting.SAP Best Practice Migration Content components:Migration content loaded into Data Services. Webi reports for monitoring the data migration.Migration services on BusinssObjects Enterprise to map source data to SAPbusiness context.Migration content for reconciling what was loaded in the target to the source. 13. SAP BusinessObjects Data ServicesData Services is the primary software component for data migrationMigrate Trusted Data Quickly And EfficientlyKey Features:Easy Mapping - ReusableDatabase extraction to easy extract legacysystemsReusable and sharable transforms andfunctions (drag and drop) to make minimize handcodingSingle interface to design data structures andbuild transformation rulesVisualization of source to target metadata toanalyze data lineage and impactProfile and analyze any source dataWeb-based administration to manage jobSAP BusinessObjects Data Services is the mostoperationsproductive and scalable data integration platform forOperational dashboards to monitor job execution extraction, transformation, and loadingand trends 14. SAP Data Migration in Your Architecture Technical considerations: Data Services can connect to any source or target system via the adapter framework. Data Services resides in the orchestration & integration layer of your existing architecture.Business considerations: Data Services can be reused after the data migration project:Ongoing integration, for example master data integration with multiple systemsOngoing data quality, including on-entry quality check within the ERP and CRMapplications.Drive data governance project, especially as it relates to cleansing, quality, removing ofduplicate data. 15. Agenda1. Understanding SAPs Data Migration Solution what it is, how it works, when to use it2. Deep-dive into the SAP Best Practice migration content3. Step by step demo on using the migration content in Data Services4. Top 10 recommendations for getting started on your first data migration project5. Wrap-up 16. SAP Best Practices Content for Data MigrationMigration content provided in Data ServicesKey Features:Predefined Migration Best Practices Content is loaded into Data ServicesData validation content enables mapping of customer data to SAP data, includingvalidation of key values. Content for ERP and CRM are included. Examples are:Business partner content such as customer and vendor mastersLogistics content such as material master, bills of material, purchasing documents,sales documentsFinancial content such as receivables, payables, cost elementsSales content such as activities, leads, opportunities, contractsDocumentationQuick Guide on how to installing the content.Business Process Document for Data Migration is a process guidethat provides a process flow and the sequence in which the objectsneed to be loaded, including specific instructions.Extension Guide provides the information you need to extend andmodify the content according to your specific needs.In addition, Data Services delivers blue prints that serve as bestpractices for specific data quality and data integration scenarios. 17. SAP Best Practices content for data migrationMigration content available for ERP Cost ElementHCM Best Practices Baseline Contracts CharacteristicService masterScheduling agreements Class Equipment Material stocks WM Activity Type Organizational Management Reference operation set Activity PriceStandard hierarchyOrder reservatoin Customer Master Profit centersPlanned independents Vendor Master Cost centersrequirements Material Master Exchange ratesOpen deliveries Material Master ClassificationObject Dependency Material Inspection TypeSales Order Material Customer Replenishment Purchase Order Purchase Info RecordInternal Order Inspection Method Source List Master Inspection Characteristics Work Breakdown Structure Inspection Plan Functional Location BOM Bank Routing Config Profile for Material SD PricingFixed Assets Inventory BalancesFunctional Location Accounts Payable / Receivable Purchasing Requisitions Work Centers 18. SAP Best Practices content for data migrationMigration content available for CRM Business Partner - General / Sold-To (Customer) Quotations Business Partner - Contact PersonsComplaints Business Partner - CompetitorsFinancial Services Business Partner - EmployeesPlant Business Partner - RelationshipsProspect Business Partner HierarchiesChannel Partner Business Partner-Product Relationships - Material Consumer Target Groups Enterprise Org. Structure Product - MaterialSolutions Product - Service Business Activities Product - Individual ObjectsFinancing Contracts Installed Bases Service Plans Pricing ConditionsPool Contracts Sales OrdersFramework Agreements Service OrdersProduct Service Letters Sales Contracts Tasks Service Contracts Confirmations Leads Exchange rates Opportunities Price agreements (within contracts) 19. Rapid data migration to SAP Utilities Business PartnerSecurity Deposit Business partner relationship Disconnection Document Contract accountEnter disconnection Device/EquipmentDisconnection order Connection object FI-CA document (only open items) Premise Individual facts for utility installation Device location Device installation/removal/replacement (install. Notes mgt.) - Billing Utility InstallationMeter Reading Device installation/removal/replacement (install. Meter reading sequence mgt.) - Technical Install Installment plan Budget billing plan from IS-U scheduling Customer Contact Move-in/utility contract Notes to Field Service for Connection Object Owner Assignment 20. SAP Best Practices: 2011 Q3 DeliveryPlanned delivery with Q3 BP release:Data governance for data migrationProject Management Framework to track status/progress/deliverables (including templatesfor common data migration projects ERP, CRM, HCM, DQ etc)New data quality jobs for data migration (name, address, de-duplication forcustomer/vendor/business partner)Additional migration content for HCM (approximately 40 new objects)Upgrade of all existing migration content to 4.0 21. Example report content for Data Migration 22. SAP Best Practices Migration Services DeliveredWith Migration Content Lookup configuration values in SAP for mapping source to target 23. Pre-Configured Migration Content to Supportthe Entire Data Migration Process 1 Extract Data2 Map data3 validate data4 load data5 reconcile data1. Data extraction: SAP BusinessObjects Data Services tool helps to connect to most known legacy systems to extract legacy data (master & transaction)2. Data mapping: Data mapping and restructuring functionality supports all the major master data business objects required to configure SAP Business All-in-One as the target system3. Data validation: Contains predefined content for business logic validation and data quality improvement. Dashboards to identify and visualize data errors early in the process4. Data load: Contains program to activate the Idocs needed for the data migration process5. Reconcile data: Right data to support the business process 24. Agenda1. Understanding SAPs Data Migration Solution what it is, how it works, when to use it2. Deep-dive into the SAP Best Practice migration content3. Step by step demo on using the migration content in Data Services4. Top 10 recommendations for getting started on your first data migration project5. Wrap-up 25. Step by step to get the migration contentloaded into Data Services 1. Go to http://service.sap.com/bp-datamigration a) Optionally review the overview presentation and watch the demo b) Select Data Migration DVD: This takes you to the location to download the content. Note: The newest version has a silent installer that will install both Data Services and the migration content. 2. After the content is downloaded, go to online help. a) http://help.sap.com SAP Best Practices Cross-Industry Packages Data Migration b) Online help provides quick guides for ERP and CRM. They will walk you through manually loading the migration content into Data Services.If you are new to Data Services and the migration content,allocate approximately 4 to 8 hours for installation on asandbox server. 26. Step by step: SAP Best Practices migrationcontent for customer data migration 1 / 5 Once the migration content is loaded into Data Services, the1project AIO_BPFDM_IDOC exists. Notice there are jobs for each object supported, for example material master and customer master.Customer masterMaterial master 27. Step by step: SAP Best Practices migrationcontent for customer data migration 2 / 5 The migration content includes word documents explaining2each IDOC, as well as spreadsheets to for mapping the legacy customer data to the SAP IDOC structure. 28. Step by step: SAP Best Practices migrationcontent for customer data migration 3 / 5The customer master job in Data Services has workflows for each3 IDOC segment. As you drill into the jobs, you can see the mappingand validation steps that exist. The validation steps use theMigration Services tool provided by SAP Best Practices. 29. Step by step: SAP Best Practices migrationcontent for customer data migration 4 / 5 4 The source country key is mapped to the target country key. 30. Step by step: SAP Best Practices migrationcontent for customer data migration 5 / 55Migration Services is a tool delivered by SAP Best Practices that does two things: 1. Reads the IMG configuration data from the SAP system 2. Enables mapping of source values to SAP configuration values In this example U.S.A., US, and Vereinigte Staaten von Amerika in the source system should map to US in the target system. 31. Agenda1. Understanding SAPs Data Migration Solution what it is, how it works, when to use it2. Deep-dive into the SAP Best Practice migration content3. Step by step demo on using the migration content in Data Services4. Top 10 recommendations for getting started on your first data migration project5. Wrap-up 32. Top 10 Recommendations1. Profile, profile, profile!2. Create templates of data to understand downstream testing and data impact on business processes.3. Create a specific team that is involved in entire process, then bring in experts for each application area. Ensure a core team is involved throughout the entire migration project.4. Ensure right functional experts are involved. For example, involve purchasing experts when migrating POs to understand downstream impact if you choose not to migrate closed purchase orders.5. Migration projects normally require some consulting/services. Ensure you use SAP or a partner with experience in Data Services and the SAP Best Practices migration content. 33. Top 10 Recommendations (cont.)6.In addition to the software, SAP provides a methodology for Data Migration withinASAP. Use this methodology to guide you through the first project.7.If you have extended the SAP structures, you need to extend the IDOC and thecontent. The documentation on the SAP Best Practices includes an extensionguide to extending the IDOCs and the jobs in Data Services for your additionalfields.8.If you have created Z-tables and you need data migrated to these tables, the SAPBest Practices team has detailed information on how to do this in the guide.Within the next year, SAP Best Practices will provide a tool to do thisautomatically.9.The migration content does not include quality work such as checking forduplicates, cleansing addresses. Include duplicate checks on key objects.10. Use data migration project to put emphasis on data management and data asstrategy building block for the business processes. Get the business owners toalso own the data. 34. Agenda1. Understanding SAPs Data Migration Solution what it is, how it works, when to use it2. Deep-dive into the SAP Best Practice migration content3. Step by step demo on using the migration content in Data Services4. Top 10 recommendations for getting started on your first data migration project5. Wrap-up 35. Resources ASUG webinarhttp://www.asug.com/tabid/150/EventID/2230/Default.aspx Data Migration on service marketplace http://service.sap.com/bp-datamigration - download all migration content Blogs on data migration http://www.sdn.sap.com/irj/scn/advancedsearch?query=data+migration Blog on using Data Services for data migration done by SAP after Sybase acquisition: http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/20321 Blog for 5 minute demo on data migration: http://www.sdn.sap.com/irj/scn/elearn?rid=/library/uuid/400abf34-0b3d-2e10-578a- d844610bfdc4 Join the discussion on workflow, business process experts, and data migration: http://www.sdn.sap.com/irj/scn/weblogs?blog=/pub/wlg/24845 Blogs on information management: http://www.sdn.sap.com/irj/scn/weblogs?blog=/weblogs/topic/139 Data Services on SDN http://www.sdn.sap.com/irj/sdn/im 36. ASUG 2011 UPCOMING CONFERENCE35 37. ASUG 2011 UPCOMING CONFERENCEThe ASUG SAP BusinessObjects User Conference will take place at The Walt Disney World Swan and Dolphin Resort in Orlando, October 9-12, 2011. This event is dedicated to BusinessObjects users in any data environment and offers a variety of educational and hands-on sessions presented by customers, partners, and SAP.36 38. ASUG BI/EIM Influence Sessions at TechEDBI150 The BusinessObjects Universe: An Update From the SAP BusinessObjects Semantic Layer Influence CouncilBI151 ASUG Influence Council: SAP BusinessObjects AnalysisBI152 ASUG Influence: SAP BusinessObjects Enterprise Influence CouncilBI250 ASUG Influence: SAP BusinessObjects Explorer Casual User Influence CouncilBI251 ASUG Influence: Best Practices for SAP NetWeaver BW and SAP BusinessObjects BIBI252 ASUG Influence: SAP BusinessObjects Mobile BI Influence CouncilEIM250 ASUG Influence: Enterprise Data Warehouse Customer Influence Council UpdateEIM350 ASUG Influence: SAP BusinessObjects Information Management Influence Council37 39. Check it out!Join the ASUG BI Community http://tinyurl.com/2df4mr5Follow us on Twitter: http://twitter.com/asug_bi http://twitter.com/@asug_bi 38 40. On-Line ASUG Business Intelligence CommunityOpt-In from your ASUG Profile to get updates.Visit us at www.asug.com39 41. Thank you!How to contact me:Ginger Gatling Ginger.Gatling@sap.com 42. Copyright 2011 SAP AGAll Rights ReservedNo part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. 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