SAP NetWeaver MDM 7.1 Administrator's Guide

Table of Contents

SAP NetWeaver MDM 7.1 Administrator's Guide

Credits

About the Author

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. MDM Scenarios and Fundamentals

Master Data Management

Benefits of Master Data Management

MDM scenarios

IT scenarios

Master Data Consolidation

Components required for implementing Master Data Consolidation

How this scenario integrates with other scenarios?

Master Data Harmonization

Components required for implementing Master Data Harmonization

How this scenario integrates with other scenarios

Central Master Data Management

Components required for implementing Central Master Data Management

How this scenario integrates with other scenarios

Business scenarios

Rich Product-Content Management

Process flow

Importing product data

Re-categorizing and enriching product data

Providing catalog content

Enabling print publishing

Global Data Synchronization

Customer-Data Integration

MDM Server know how

What is an MDM Server?

MDM auxiliary servers

What is an MDM repository?

What makes a database a master data repository?

MDM repository structure

Other key capabilities of an MDM repository

Taxonomies

Attributes

Qualified tables and qualifiers

Product family

Product masks

Data groups

Validations and validation groups

Summary

2. Getting to Know the MDM Console

Launching the MDM Console

MDM Console Settings file

Loading the MDM Console Settings file

Using the Console main menu

Using the Console desktop shortcut

Using the command line

MDM Console main window

Hierarchy pane

Objects pane

Object detail pane

Functions tab

Tables and Fields tab

Status bar

Configuration parameters

MDM Console settings

MDM server settings

MDM auxiliary server settings

Repository settings

DBMS settings

Keyboard shortcuts

Summary

3. Accessing the MDM System

Accessing the MDM servers

Mounting and unmounting an MDM server

Starting and stopping an MDM server

MDM repository properties

DBMS server

Repository port numbers

Accessing the MDM repository

Mounting and unmounting an MDM repository

Connecting to and disconnecting from an MDM repository

Loading and unloading an MDM repository

Summary

4. MDM Repository Maintenance

Working with MDM repositories

Creating an MDM repository

Creating a default repository

Creating a repository from an archive

Repository creation options

Deleting an MDM repository

Working with tables and fields

Table properties

Adding tables

Editing tables

Display Fields

Unique Fields

Deleting tables

Field properties

Adding fields

Editing fields

Reordering fields

Deleting fields

Working with tuples

Tuple properties

Adding or deleting tuples

Working with tuple member fields

Adding tuple member fields

Deleting tuple member fields

Summary

5. MDM Repository Administration

Appropriating an MDM repository

Updating an MDM repository

Verifying an MDM repository

Duplicating an MDM repository

Maintaining a master/slave repository

Benefits and limitations of master/slave concepts

Master/slave landscape strategies

Publication slave

Master/slave repository in the Console

Identifying master and slave repositories in the Console

Creating a master and slave repository

Synchronizing a slave repository

Normalizing a slave repository

Broken master/slave repository

Repository archive and unarchive

Archiving

Archive Options

Unarchiving

Publication model archive and unarchive

MDM schema transportation

Exporting schemas

Importing schemas

CTS+

Schema migration vs. CTS+

Summary

6. Server Administration

Accessing MDM servers

Monitoring MDM server activity

Optimizing MDM's performance

Import slices and import sleep time

Logs, traces, and reports

Logs

Traces

Reports

MDS configuration

Server-level configuration

Repository-level configuration

DBMS settings

DBMS initialization

MDM on multiple DBMS instances

DBMS servers list

Summary

7. Import Server Administration

Master Data Import Server

Difference between the MDIS and the Import Manager

MDIS's Ports

File types supported by the MDIS

MDIS's support for text files

MDIS's support for XML files

Working with other XML types

Virtual Extended Records

Structural Transformation phase

Value Transformation phase

Import phase

Using the MDIS

Exception handling

Structural Exceptions

Value and Import Exceptions

Block on Structural Exceptions

The MDIS configuration

Global MDIS parameters

Repository specific MDIS.ini parameters

Configuring the MDIS from the MDM Console

Configuring optimal performance

Troubleshooting

Import files are not being processed by the MDIS

Port has exceptions

Source fields or values not being imported

Source file is too large to open in the Import Manager

Enabling tracing and audit trails in the Import log

Summary

8. Syndication Server Administration

Master Data Syndication Server

Difference between MDSS and the Syndicator

MDSS Ports

Automated

Scheduled

Manual

Using MDSS

Monitoring MDSS activities

MDSS configuration

Global MDSS Parameters

Repository specific MDSS parameters

MDSS - Auxiliary Servers node in the MDM Console

Troubleshooting

Problem 1: No syndications are executed

Server and repository status

Outbound port settings

Map properties

MDSS configuration errors

Problem 2: Syndications are not executed as per scheduled time

Problem 3: Unchanged records are not suppressed

Problem 4: Changed records are not syndicated

Syndication tips

Tip 1: Syndicating large files

Tip 2: Avoid changes to master data during syndication

Summary

9. MDM System Administration

MDM security: at a glance

Managing MDM users, roles, and privileges

Managing MDM users

Managing MDM roles

Functions tab

Tables and Fields

Trusted connections

Additional system tables

Connections

Change tracking

Links

XML schemas

Summary

10. Security

Users, roles, and authentication

Password protecting the MDM servers

Password protecting the MDM repositories

Changing password on login

Password expiration

Avoiding weak passwords

Minimal password length

Deactivation due to inactivity

Resetting the admin password

Network and communication security

SSL support for securing the communication channel

MDM server configuration

Authorization concepts and management

Auditing

Content security

MDM file locations and file system security

Summary

11. MDM Integration Scenarios

MDM BI integration

Pre-requisites

Integrating BI and MDM

MDM XI/PI integration

Communication

Implementation

Configuration of the Adapter

Monitoring the MDM Adapter

MDM Portal integration

MDM Portal integration prerequisites

Before working with SAP Enterprise Portal

Integrating SAP NetWeaver MDM with Enterprise Portal

Summary

A. Getting Started with MDM

MDM concept

MDM functional components

Key capabilities

Setup and installation of MDM 7.1

Index

SAP NetWeaver MDM 7.1 Administrator's Guide

SAP NetWeaver MDM 7.1 Administrator's Guide

Copyright © 2011 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

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Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: September 2011

Production Reference: 1070911

Published by Packt Publishing Ltd.

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ISBN 978-1-849682-14-5

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Credits

Author

Uday Rao

Reviewers

Ankur Goel

Patrick Rayes

Swarnadeepika Subramanian

Sebastian Tinnirello

Acquisition Editor

Dhwani Devater

Development Editor

Hyacintha D'Souza

Technical Editors

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Project Coordinator

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Proofreader

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Graphics

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Cover Work

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About the Author

Uday Rao is an Engineering graduate with a Bachelors of Engineering Degree in Information Technology from PESIT college, Visvesvaraya Technological University. He started his career as a Java programmer and soon started writing Enterprise Java Beans for the SAP MDM Enrichment Adapter.

He is a certified SAP NetWeaver MDM 5.5 Technology Consultant and is also certified in SAP ABAP with over four years of work experience in the IT industry including over three years work experience on SAP NetWeaver MDM.

Apart from the MDM core implementations, he has also worked on creating SAP NetWeaver MDM Enrichment adapters, incorporating MDM Java APIs, MDM ABAP APIs, developing SAP WebDynpro Java applications, and SAP MDM Portal integration. His experience on other SAP technologies include: working on SAP WebDynpro ABAP, creating and testing SAP ABAP programs for various support and development projects, performing product testing for SAP MDM 7.1 and SAP Master Data Governance.

He has also published SAP SDN community network blog on the SAP MDM Enrichment Adapter titled SAP MDM Enrichment Adapter - more than just enrichment.

Contact Uday Rao:

E-mail: <udayrao.28@gmail.com>

LinkedIn: http://www.linkedin.com/pub/uday-rao/7/9b5/9a

Thank you Leena, Rebecca, Vincila, Dhwani, Hyacintha, Sakina, and all the folks from Packt Publishing for giving me the opportunity to author this book. Finally and most importantly, I would like to thank my parents Poonam and Vittal, my brother Prateek, and my wife Deepika for their continuous support and encouragement to author this book.

About the Reviewers

Ankur R Goel is a SAP AG Certified MDM freelancer Consultant. He has worked with some of the greatest SAP consulting organizations like IBM, Satyam, and also SAP itself on various Implementations, Scoping exercises, Strategy studies, pre-sales and Enhancement co-ordinations in SAP-MDM, SAP-BW, SAP-ABAP in various roles of Team member, Consultant, Coordinator, and Team Lead to Solution Architect, and handled multiple projects simultaneously. He has authored more than 20 blogs and 20 whitepapers in SAP MDM, BI and has been a lead contributor in SDN forums. He is also authoring a book. Ankur has many awards and customer appreciations to his credit. He can be found on http://in.linkedin.com/in/ankurrgoel.

Patrick Rayes is a Senior Project Manager and Solution Architect with a proven 10-year track record in successful global and large-scale ERP and e-Commerce implementations. Specialized in SAP and Microsoft business solutions, and accredited with industry-recognized certifications and formal educational background in software architecture and design, he has worked on numerous mid-to-large scale projects of up to 50 resources and budgets of well over $15 million.

Combined with his global experience of working in countries such as the US, Canada, and Europe, he carries enterprise-class experience from companies such as FootLocker, IATA, Nestle, IBM, and the New York Times.

I would like to personally thank the amazing team at Packt Publishing for providing the valuable resources I needed to review this book, including the author who worked tirelessly towards delivering a quality guide. Also to my wife and parents, who have supported my ambitions and career. Lastly, to my dog who for many nights has patiently waited for me during late night working hours eager for her next walk.

Swarnadeepika Subramanian completed her Bachelor of Technology Degree from Anna University in 2005. She joined Cognizant the same year and started her career as a SAP Enterprise Portal consultant. Her expertise was eventually enhanced in SAP Master Data Management with experience on varied areas through numerous client engagements.

She has to her credit many organization-wide MDM training sessions for entry-level trainees as well as experienced professionals.

Thank you to my husband, who is also the author, for his support towards helping me spend time to review this book.

Sebastian Tinnirello is an IT Engineer working since 1993 on business-oriented IT projects. Over the last 10 years, the projects he was involved on have been in the Supply Chain Management (SCM) and E-Procurement areas and he has a demonstrated experience of implementing and managing full cycle SAP ERP MM, SRM, CCM, MDM-CAT, requisite projects in some twenty societies around the world.

He has been fortunate in the last ten years to have worked for large multi-national companies such as Repsol-YPF and TOTAL (both from the Oil and Gas Sector), Endesa Group (Energy), and Tenaris (Steel Industry). His roles have varied between Project team member, Lead consultant, Project/Division manager, and currently CEO.

Founder of his own company, called eProcure.AR (http://www.eprocure-ar.com), based on consulting services around SAP SRM, MDM-CAT, SAP ESourcing, and SAP CLM. In addition to attending the company's management aspects, he still works in several projects as expert Consultant, including implementations, Q&A, trainings, and so on.

I would really like to thank my family and all my friends for supporting me during my entire career

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My efforts in this book are dedicated to my wife, my family, my colleagues, and my friends.

Preface

SAP Master Data Management (SAP MDM) enables information integrity across the business network, in a heterogeneous IT landscape. SAP MDM enables the sharing of harmonized master data, formerly trapped in multiple systems, and ensures cross system data consistency. This book will guide you through all the aspects of this software making it possible for you to get optimum output.

This book is a step-by-step tutorial that shows you how to successfully administer SAP NetWeaver MDM 7.1.

You will learn to plan and manage master data with SAP NetWeaver MDM. It will highlight the best practices and life cycle implementation using MDM and the concepts behind various aspects of SAP MDM administration.

What this book covers

Chapter 1, MDM Scenarios and Fundamentals, covers the fundamentals of Master Data Management and discusses the various IT and Business scenarios that exist for an MDM implementation within an organization. You will also find discussion about repository structure, the various types of tables and some key capabilities supported by an MDM repository.

Chapter 2, Getting to Know the MDM Console, discusses about saving the MDM server list to a console settings file and loading this file in three different ways. Later on, you will see how to analyze the MDM Console main window and understand its GUI comprising of panes and tabs. Finally, you will see brief discussion about various types of configuration settings available in MDM.

Chapter 3, Accessing the MDM System, you learn to mount and unmount the MDM Server in a step by step manner. Then you move on to starting and stopping the MDM server. You will understand the various properties of the MDM repository. Finally, you will learn the repository access operations which cover: mounting and unmounting, connecting and disconnecting, and loading and unloading an MDM repository.

Chapter 4, MDM Repository Maintenance, you learn how to how to work with MDM repositories, fields and tables. There is also a separate section which explains about the addition and deletion of a new table/field type Tuple introduced with MDM 7.

Chapter 5, MDM Repository Administration, teaches various commands operated on an MDM repository like Appropriate repository, Update repository, and Verify repository. In addition, this chapter also talks about methods to back-up a repository like duplicating a repository, Master/Slave concept, and repository Archive/Unarchive. This chapter also discusses techniques that can be used to replicate a schema of a repository (without the data) like Exporting/Importing Schema and the Change Transport System (CTS+).

Chapter 6, Server Administration, discusses the options available in configuring the settings of the MDM server, repositories, and the backend DBMS.

Chapter 7, Import Server Administration, familiarizes the concepts and techniques used by the MDIS for efficiently importing large source data with exception handling capabilities. You will also learn common troubleshooting tips and tricks for resolving problems while importing data using the MDM Import Server.

Chapter 8, Syndication Server Administration, covers the administration of the MDM Syndication Server. This chapter starts with the features of the MDM Syndication Server or the MDSS. Then we highlight the differences between the Syndicator and the MDSS. Next, we describe the procedure for utilizing the MDSS and monitoring its activities. Configuring the MDSS using the various standard and optional parameters is described next. The last section covers simple tips and tricks for troubleshooting the MDSS.

Chapter 9, MDM System Administration, gives an overview of the security features available in MDM 7.1. Some administrative features and functions of some system tables are also explained in this chapter.

Chapter 10, Security, discusses about the security features of SAP MDM 7.1. We will talk about the various aspects of security for accessing the MDM system keeping in mind the perspective of the end users, network, auditing, and the repository's content.

Chapter 11, MDM Integration Scenarios, discusses about the MDM integration scenarios with these SAP offerings: BI, PI/XI, and the Enterprise Portal.

Appendix, Getting Started with MDM, discusses the need for MDM and provides an overall understanding of its key capabilities.

What you need for this book

You need to have the following servers installed in your system landscape.

Servers:

SAP MDM Server 7.1 Service Pack 06 Patch 225 or above

SAP MDM Import Server 7.1 Service Pack 06 Patch 225 or above

SAP MDM Syndication Server 7.1 Service Pack 06 Patch 225 or above

In