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Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master Data Governance Framework Configuration and UI Personalization

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Page 1: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

Michael Boettcher - Product Management MDM - August 27, 2012

EIM261

SAP Master Data Governance Framework Configuration and UI Personalization

Page 2: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 2

Disclaimer

This presentation outlines our general product direction and should not be relied on in making a

purchase decision. This presentation is not subject to your license agreement or any other agreement

with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to

develop or release any functionality mentioned in this presentation. This presentation and SAP's

strategy and possible future developments are subject to change and may be changed by SAP at any

time for any reason without notice. This document is provided without a warranty of any kind, either

express or implied, including but not limited to, the implied warranties of merchantability, fitness for a

particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this

document, except if such damages were caused by SAP intentionally or grossly negligent.

Page 3: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 3

Agenda

Introduction and Demos

Change Request Process Configuration

User Interface Configuration and Adaption

Change Request Step Properties

Derivations

Summary & Exercise

Further Information

Page 4: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 4

Agenda

Introduction and Demos

Change Request Process Configuration

User Interface Configuration and Adaption

Change Request Step Properties

Derivations

Summary & Exercise

Further Information

Page 5: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 5

Change Request Process Configuration Connected to the Data Model and User Interfaces

Work Center

Services (UI links)

Business Activity

Change Request (CR)

Type

Data Model

CR Steps

Entity Types

Processor

Authorization

UI

Configuration

defines

related

WF Steps

Logical Action

Workflow (WF)

Page 6: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 6

Change Request Framework Technical Concept

(Logical) Action Domain independent (e.g. Create)

Business Activity Domain specific (e.g. Create Airline)

Change Request Type Specific processes (e.g. Create Airline simple)

Change Request Step Types Process step specific types (e.g. Check Chg Request)

Action Change request step specific (e.g. Agree)

Change Request Step (Number) Process specific step number (e.g. 1-Evaluation)

Page 7: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 7

Change Request Framework Change Request Processing

Step 0

Submit

Change Request (Steps)

Actions

Agree Finalize

Processing Approve

Workflow Steps Status

Change

Status

Change …

Changes

successful? Activate Replicate

Status

Step 2

Considerationand

Approval

Step 3

Processing

Step 1

Evaluation

Step 4

Final Check

Check Chg Request Approve Chg Req Approve Chg Req Process Chg Req

Approve

To be evaluated To Be Cons. & Appr Changes to Be Exec Fin Chk to Be Perfor Fin Check Approved

Status

Change

Status

Change

Status

Change … … … … …

Page 8: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 8

Change Request Framework Processing – User Interface / Link from CR Step to Workflow

Runtime: Change Request Step

Actions

Status

Workflow Steps

in Workflow Log

Configuration: Change Request Steps

Workflow Steps

in Workflow Builder

(optional: Rule Based

through BRF)

Page 9: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 9

Agenda

Introduction and Demos

Change Request Process Configuration

User Interface Configuration and Adaption

Change Request Step Properties

Derivations

Summary & Exercise

Further Information

Page 10: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 10

MDG (Navigation)

Change Request Process Configuration User Interface Configuration and Adaptation

Work Center

Services (UI links)

Business Activity

Change Request (CR)

Type

Data Model

CR Steps

Entity Types

Processor

Authorization

UI

Configuration

Logical Action

BRF Derivations

Page 11: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 11

NetWeaver (Adaptation)

Change Request Process Configuration User Interface Configuration and Adaptation

Work Center

Services (UI links)

Business Activity

Change Request (CR)

Type

Data Model

CR Steps

Entity Types

Processor

Authorization

UI

Configuration

Logical Action

Configuration

Personalization

Customizing

BRF Derivations

Context Based Adaptation

(CBA) *Floorplan Manager

MDG (Navigation)

UI

Configuration (FPM*)

Page 12: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 12

Change Request Process Configuration Enhanced Flexibility – UI Navigation & Adaptation

Business Activity – General Settings -> Process Modeling -> Business Activities

-> Create Business Activity

Navigation Table - General Settings -> Process Modeling -> Business Activities -> Link

Actions with UI Application and Business Activity

Based on the change request step (if available) the system

checks if a specific UI is configured

The system gets the Business Object Type (BO Type)

for the relevant Business Activity.

The system checks if the UI can be obtained from

the navigation table

based on the logical action

The system obtains the UI from change

request type, data model or

personalization (as in EHP5).

UI found

UI not found

Change Request Step: General Settings -> Process Modeling -> Change

Requests -> Configure Properties of Change Request Step

UI found

UI not found

Any UI (Menu, Search, Worklist, …)

UI Adaptation

(Personalization, CBA, Customizing)

UI found

Page 13: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 13

Floorplan Manager User Interfaces Context Based Adaptation

Context Based Adaptation (CBA)

Context Based Adaptation offers UI configuration depending on the data displayed on the screen.

Other adaptation techniques do not offer this (and are either user-, client- or system-specific).

MDG Applications deliver prebuilt integration into CBA.

Context Based Adaptation (CBA) Use-Cases

Need for data-dependent adaptations

Business Partner: Address format depending on the „Country‟

Material: Displaying or Hiding Classification depending on „Material Type‟

Page 14: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 14

Floorplan Manager User Interfaces Context Based Adaptation

Supplier

Material

Page 15: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 15

Flexible User Interface UI Configuration With Context Based Adaptions

The Application Configuration BS_MAT_OVP contains the Component Configurations

BS_MAT_OVP_CBA and BS_MAT_OVP_LAYOUT.

Page 16: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 16

Agenda

Introduction and Demos

Change Request Process Configuration

User Interface Configuration and Adaption

Change Request Step Properties

Derivations

Summary & Exercise

Further Information

Page 17: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 17

Change Request Process Enhanced Flexibility with Change Request Step Properties

Page 18: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 18

Change Request Process Enhanced Flexibility - Change Request Step Properties

For each Change Request Step Business Process

Experts now can:

Define enhancements and checks

Enrich parts of data by assigning an

enrichment spot.

Skip unnecessary checks.

Ensure validations occur by assigning checks.

Set field properties for entity types and attributes

Specify which fields are relevant, and which

relevant fields are required, by setting field

properties.

Assign a user interface

Assign a different Web Dynpro Application to

the standard one configured for the data model

General Settings -> Process Modeling ->

Change Requests

Page 19: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 19

Change Request Process Enhanced Flexibility – Enhancements and Checks per CR Step

Business process experts can apply enrichment spots and

checks to a change request step.

Checks and Enrichment Spots

Basic check (e.g. numeric vs. alpha numeric)

Existence check (check if value exists in check table)

Duplicate check (identify potential duplicates)

Authorization check (check user authorities)

Validation rules (as defined in BRF)

BAdI Validations (coded validations)

Reuse area check (in reuse class)

Sequence

The sequence in which enrichment spots are executed

Message Output

Set the severity of messages raised (error or warning)

Relevant

Sets the relevance of a check. Dependencies exist

with field properties on entity type and attribute level

(see next slides)

Execution

Always executed / Executed when data changes

General Settings -> Process Modeling -> Change Requests ->

Configure Properties of Change Request Step

Enhancement Spots and Checks per Change Request Step

Page 20: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 20

Change Request Process Enhanced Flexibility – Set Field Properties and Check Logic

Business process experts can determine the system

logic that answers the following questions about fields

within a change request step:

Is a field required?

Field properties

Is a field relevant (used)?

Field properties

Which checks are applicable?

Combination of field properties and check logic

General Settings -> Process Modeling -> Change Requests ->

Configure Properties of Change Request Step

Attributes per Change Request Step

Entity Types per Change Request Step

Page 21: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 21

Change Request Process Enhanced Flexibility – Reuse Option

Dependencies: Checks and Field Properties

Reuse Area

Application specific (4)

Field Properties

MDG Framework

Change Request Step Specific Configuration

Check logic for entity

type (a)

Basic Check Only

All Configured Checks

Checks & Enrichments (b)

Basic Check

Existence Check

Duplicate Check

Authorization Check

Validation Rules (BRF)

Validations (BAdI)

Enrichment Spots

Reuse Area Check

Field properties for entity

type or attribute (1)

Standard

No Required Field Check

Not Relevant

MDG

Field Properties

Overrule

Field property

determination: (1)

overrules (2) overrules (3)

overrules (4) .

Relevance of checks: (a)

overrules (b).

Required field

determination: MDG

Framework or Reuse Area,

depending on impl. of

reuse class.

Data Model

Configuration (3)

Required Field

BAdI (2)

Implementation

Page 22: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 22

Change Request Process Enhanced Flexibility – User Interface per Change Request Step

Business process experts can assign a user interface

to a change request step.

MDG provides far-reaching control over user

interfaces at every level from the change request step

upwards.

User Interface per Change Request Step

General Settings -> Process Modeling -> Change Requests ->

Configure Properties of Change Request Step

Page 23: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 23

Agenda

Introduction and Demos

Change Request Process Configuration

User Interface Configuration and Adaption

Change Request Step Properties

Derivations

Summary & Exercise

Further Information

Page 24: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 24

Self-defined Validations and Derivations Business Rule Framework plus (BRFplus)

For the definition of the validation rules you launch

a dedicated application from the IMG activity

“Define Validation and Derivation Rules”.

The definitions of the rules are

specific to one particular data

model.

Page 25: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 25

Self-defined Validations and Derivations Business Rule Framework plus (BRFplus) - Example

Page 26: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 26

Agenda

Introduction and Demos

Change Request Process Configuration

User Interface Configuration and Adaption

Change Request Step Properties

Derivations

Summary & Exercise

Further Information

Page 27: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 27

Agenda

Introduction and Demos

Change Request Process Configuration

User Interface Configuration and Adaption

Change Request Step Properties

Derivations

Summary & Exercise

Further Information

Page 28: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 28

Further Information

Related Sessions

EIM222 From Concept to Solution – The Master Data Story at Intel

EIM119 SAP Master Data Governance – A Data Governance and Value-Generation Solution

EIM264 Flexible Governance – Govern Your Own Objects in SAP Master Data Governance

EIM262 Workflow Design in SAP Master Data Governance

EIM101 SAP Enterprise Master Data Management – Strategy and Road Map

EIM104 Introduction to SAP Master Data Governance

EIM210 Monitoring Cross-System Master Data Governance Processes

EIM206 SAP Enterprise Master Data Management and SAP Information Steward

EIM110 Managing Big Data with SAP HANA – Solution Strategy

Page 29: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 29

Further Information

SAP Public Web

http://www.sap.com/solutions/rapid-deployment

SAP Education and Certification Opportunities

www.sap.com/education

Watch SAP TechEd Online

www.sapteched.com/online

Page 30: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 30

Resources: Enterprise Information Management with SAP

• Understand the big picture of SAP‟s enterprise

information management offerings

• Explore step-by-step instructions for working

with SAP Data Services

• Learn how to perform the most important tasks

in SAP Information Steward, SAP NetWeaver

Information Lifecycle Management, SAP

Master Data Governance, and SAP Extended

Content Management

• All royalties donated to Doctors Without

Borders

Enter 6Y8DF3 as your discount code when ordering at SAP PRESS

Page 31: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

Feedback Please complete your session evaluation for EIM261.

Thanks for attending this SAP TechEd session.

Page 32: EIM261 SAP Master Data Governance - …sapvod.edgesuite.net/TechEd/TechEd_Vegas2012/pdfs/EIM261.pdf · Michael Boettcher - Product Management MDM - August 27, 2012 EIM261 SAP Master

© 2012 SAP AG. All rights reserved. 32

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