sap mdm key capabilities

SAP NetWeaver MDM Trusted Information Across the Enterprise

Key Capabilities

SAP NetWeaver Solution ManagementJuly 2009

This presentation is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP NetWeaver MDM® product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice. SAP assumes no responsibility for errors or omissions in this document.

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All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

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) in the areas of master data integration, master data operations and master data quality. 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 NetWeaver Master Data Management homepage and the corresponding release-specific MDM site regularly.

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https://www.sdn.sap.com/irj/sdn/nw-masterdatamanagement

1. The Need for Mastering Master Data2. Capability Overview3. Integrate Your Master Data – Getting a Trusted Base and Service-

Enabled Access4. Control Your Master Data – Operate the Trusted Base5. Make Your Master Data a Real Asset – Ensure Master Data Quality6. Summary

Agenda

Master Data is Crucial to Business Agility

Applying master data management as a foundation for cost savings and optimized business and analytical processes means that you:

Integrate your master data across the landscape to get a trusted base providing service-enabled access

Efficiently operate this trusted base and control the data

Turn your master data into company asset by achieving utmost data quality

Master data management

Business agility in heterogeneous landscapes requires trust in master data

Overall Impact From Bottom Up By poorly managed master data

Business Execution

Analytics

Master Data

Time

Qua

lity

leve

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Quality of master data dramatically impacts transactional and analytical processes

What is worse, you’ll only notice it after the damage is already done

M&A

One-off cleansing

SAP NetWeaver Master Data Management Bringing clarity on your master data

ERP 1Part: 2574

Which employee should we assign?

Do I have the right product?

Who is my best supplier?

Who is my customer?

ERP 2Part: 0814

ERP 3Part: 1235

= =



Agenda

Aligning Master Data Facilitate utmost business process performance

Key Mapping Provide cross-system identification to ensure enterprise-wide data quality

Clean Master Data

SAP NetWeaver MDM capabilities ensure high quality standards throughout the enterprise

Mapping & Conversion Normalize and standardize information

Validations & Assignments Ensure compliance according to defined criteria

Enrichment Achieve more complete and meaningful master data, e.g. by leveraging SAP BusinessObjects Data Services to complement existing DQ capabilities

Matching & Merging De-duplicate records for unambiguous and consistent master data

Workflows Leverage built in workflows to manage compliance process

Versatility of SAP NetWeaver MDM Consolidate, harmonize and control master data

SAP NetWeaver Master Data Management Versatile scenarios based on generic infrastructure

Generic ScenariosData ConsolidationData HarmonizationControlled Data Creation

Horizontal ScenariosCustomer Data IntegrationProduct Information ManagementImproved Business Intelligence

Industry ScenariosGlobal Data Synchronization

Embedded ScenariosSupplier Catalog Management

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.

Controlled Data Creation

Controlled creation of master data e.g. through integration with SAP NetWeaver Business Process Management, enabling 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 mechanisms.

Master Data Consolidation Become the brains of the enterprise

Consolidate master data within a heterogeneous system landscape

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

ConsolidateMaster Data

… … ……

Consolidate

Load Validate & Enrich

De- Duplicate

Master Data Harmonization Align the complete system landscape

Distribute consolidated master data within a heterogeneous 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

DistributeMaster Data

MDM

… … ……

Distribute

Synchronize

Controlled Data Creation Ensure consolidated master data from the beginning

Governed data creation process leveraging SAP Business Process Management (BPM), involving

SAP BusinessObjectsData Services for data quality checks

SAP NetWeaver MDM as repository for consolidated data and distribution instance

MDM Create and syndicate

Request

Search

Fully control master data creation upfront

… … ……

New record…

Check

Approve

SAP NetWeaver Master Data Management 7.1 A Great Leap Forward

"This is an important release that addresses a number of core issues in the technology, and is a big step forward for SAP MDM".Andy Hayler, CEO, The Information Difference (Source: http://www.it-analysis.com)

Great flexibility in data modeling and support for complex data structures

Optimized inbound and outbound processing(e.g. native MDM adapter for SAP NetWeaver PI)

Integration with SAP NetWeaver standard administration and life-cycle components

Pristine data quality (e.g. through connectivityto SAP BusinessObjects Data Services)

Flexible generation of Web services

http://www.it-analysis.com/technology/data_mgmt/content.php?cid=10837



Agenda

MDM Key Capabilities What they are used for

Master Data Integration

Information exchange between the central MDM repository and connected business applications

Extraction from and syndication to remote systems

Service-enabled access to MDM data with APIs and Web services

Master Data Integration bundles the features applied to integrate MDM with other technology layers of SAP NetWeaver, SAP BusinessObjects Data Services, the SAP Business Suite, and 3rd party applications. Specific topic areas include the inbound and outbound data transfer process, and the service-enabled access to MDM data.

Master Data Operations

Processing layer that offers the right tools to centrally model and manipulate master data

Comprises the relevant features involved in master data orchestration and processing

Master Data Operations provides the processing layer ensuring that the right people have the right tools to manage master data. Specific topic areas include data modeling, role- based data access, search, workflow-enabled data maintenance, and data publishing.

Master Data QualityEssential capabilities of MDM and SAP BusinessObjects Data Services guarantee high quality standards throughout the enterprise

Enable cross-system data consistency

Master Data Quality includes the whole array of features used to ensure utmost quality standards regarding accuracy, validity, completeness, consistency, or timeliness. Specific topic areas include data normalization and standardization, data validation data enrichment, and de-duplication.

Versatility of SAP NetWeaver MDM Data Integration (inbound to MDM)

Data Integration Focus (inbound)

The extraction process includes

Extract reference data and actual master data from SAP Business Suite leveraging MDM Business Content

Use MDM capabilities for data imports from various sources

Process Flow for Integrating Master Data Using native MDM import mechanisms

Run extraction process automatically without user interaction

* 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 PI

2) Transform incoming data and send to MDM

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)

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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

MDM remote system extractor* for an easy initialization of MDM repositories

* SAP Note 964991:This note specifies the PI and PI_BASIS support packages with which the generic extractor is delivered.

Integrating Data Using MDM Extractor for master data

Run extraction process

Extract master data from major SAP applications (R/3, ERP, CRM, SRM, BW)

Use generic extractor (independent of MDM data model and SAP remote system)

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

MDM remote system extractor* for automating extraction of master data

* SAP Note 964991:This note specifies the PI and PI_BASIS support packages with which the generic extractor is delivered.

Integrating Data Interactively using MDM Import Manager

Required steps to import dataSelect 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

Features an intuitive and highly efficient user interface to import master data from various sources*

* MDM Import Server can be utilized for periodic import of master data.

Integrating Data Leveraging MDM Business Content

Business content available for multiple business objects and major SAP applications

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

EmployeeVendor

Material

Customer

SAP ERP related model

Suite-related model


Process Flow for Integrating Master Data Leveraging SAP BusinessObjects Data Services

Using Business Objects ETL capabilities

Sequence of this process

1) Extract master data from remote systems using SAP BusinessObjects Data Services

2) Cleanse data, match duplicates and deliver to MDM Import Manager

3) Map data using MDM Import Manager and send to MDM Server

4) Persist data in MDM repository

5) Access data using MDM Data Manager for post-processing (or SAP NetWeaver Portal)

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Import MDM Import Manager

MDM Data Manager

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Third party source systems

Versatility of SAP NetWeaver MDM Data Integration (outbound from MDM to applications)

Data Integration Focus (outbound)

Syndicate master data to remote systems in various formats

Leverage MDM Business Content to distribute reference data and actual master data back to SAP Business Suite applications

The distribution process includes

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*

Features an intuitive user interface to distribute master data to various targets

* MDM Syndication Server can be utilized for periodic distribution of master data

Integrating Data Using MDM APIs and Web Services

MDM APIs (ABAP, Java, and .NET) offer a broad functional coverageAdministrate MDM Servers and model repositoriesAccess and modify master dataExposes MDM matching capabilities and workflow

MDM Web Services are an open interface to the MDM ServerGenerator for Web services based onspecific repository structureDefinition of exposed tables and fields through Web UICRUD operations can be defined on table and fieldlevel

Service-enabled access to master data available in an MDM repository with APIs and Web services

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Agenda

Master Data Operations The SAP NetWeaver MDM processing layer

SAP NetWeaver MDM capabilities facilitating master data operations

Role-based Access: Access data stored in MDM using adequate UI technologies, e.g.

MDM Windows clients for power usersSAP NetWeaver Portal leveraging MDM iViews for occasional users

Drilldown Search featuring powerful and efficient search capabilitiesAllows users to start with all of the items in the repository and then effortlessly zoom in on items of interest

Manage data in the repository, incl. main tables and sub tables recordsLeverage built-in data management workflows or SAP Business Process Management to manage compliance process

Centrally manage catalogs (upload, consolidate, search) and publish the information to business processes

Control technical operations Streamlined technical operations is a prerequisite for overall data processing

Accessing Data in a Role-Based Manner

Accessing data stored in MDM using adequate UI technologies

Windows UIs for sophisticated key user master data operations (e.g. mass changes) and administrative tasks

MDM iView library provides a set of configurable iViews to access an MDM repository in multiple dimensions

Ability to design and configure specialized portal pages for a set of user requirements

MDM iViews areTotally adaptive to the schema structure of the MDM repository to which they are connectedFully collaborative with other iViews on the page

Role-based access with MDM Windows clients or SAP NetWeaver Portal to MDM repositories

MDM

Searching Data 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

Entire repository can be easily searched and any item located in a matter of seconds

Parametric SearchProcess of finding records by selecting attributes and/or values (parameters) that must be matched in the records searched

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 Data Manager* to search, create, edit, and structure content stored in an MDM repository

* MDM iViews, APIs, and Web services can also be utilized to access master data stored in an MDM repository

Versatile Options in Data Modeling

Flexibility for Data Modeling and Complex Objects

Support for multi-object repositories

Multiple business objects (=main tables) can reside in one and the same repositoryE.g. supplier and product data can be stored in one repository

Records of different main tables can reference each other (new field type“Lookup [Main]”)E.g. a supplier can be related to several products

Main tables can share the same customizing/lookup tablesE.g. the main tables “customers” and “suppliers” can be connected to the table “countries” in order to ensure consistent information about the country of origin of both business partners

Support for nested structures

New composite data type tuple allows modelling of nested structuresE.g. product capacity information depending on plant and location or multiple addresses of a business partner can hold multiple phone numbers

© SAP 2009 / Page 36

Orchestrating Master Data Operations

Leverage built-in data management workflows to manage compliance process

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)

MDM

SRM

Supplier Catalog Management Manage supplier catalogs seamlessly in the procurement process

Supplier Catalogs

Load of supplier catalogs into SRM/MDM catalog

Quick data access by in-memory enabled parametric search

Integration into procurement process within SRM and ERP

Procurement

ManageSupplier Catalogs

Managing Your Master Data Catalogs

Catalog management from an overall process perspective

Enrich loaded data with additional information, such as images

Run approval workflows and validations to ensure data consistency

Visualize consistent data on the Web catalog

Use powerful search capabilities to select required items and put them in a shopping cart for further processing

Centrally manage catalogs (upload, consolidate, search) and publish the information to business processes

Consolidated Data for Print Publications Printed catalogs made easy

Automation

Creative Design

Final DTP

Cleandata

Publishing features include:Clean data basis

By seamlessly integrating with MDM repositoryLeverage MDM data quality features

Semi-automation in data publishingPredefined outputand page layoutPage maximization

Creative designManual intervention for layout definition and adjustments

Adobe InDesign Plug-inDTP Finalization

Open interface to third-party publishing software

Adobe InDesign

3rd party publishing

SW

3rd party publishing

SW

Create printed catalogs in a DTP-like environment

MDM

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

http://help.sap.com/saphelp_nwmdm71/helpdata/en/45/b0c80990eb2733e10000000a155369/frameset.htm



Agenda

MDM

Consolidation with Sustained Data Quality Using native MDM capabilities and BusinessObjects Data Services

Load data from SAP and non SAP sources

Leverage native MDM capabilities and/or SAP Business Objects Data Services to raise master data quality

CleansingDe-duplicationValidationEnrichment

Use MDM processing layer for Mass maintenanceWorkflow-orchestrated processingProvisioning of key mapping

ManageData Quality

A1 = B2

Defining Data Quality

CompletenessContains all information required to execute processes

ValidityDoes not contain wrong information

ConsistencyDoes not contain contradicting or duplicate information

TimelinessPresents required up-to-date information to a consumer on time

AccuracyInformation adheres to defined formats and standards

Master data of high quality is mandatory for efficient and error-free business process execution

The state of completeness, validity, consistency, timeliness, and accuracy that makes data appropriate for a specific use

Versatility of SAP NetWeaver MDM Comprehensive data quality framework

Validate master data

Enrich master data using e.g. SAP BusinessObjects Data Services

De-duplicate master data

Leverage MDM workflow or SAP NetWeaver BPM to manage compliance process

Enforce data governance through user roles, security, and audits to prevent future data problems

Data Quality Focus

Increasing Data Quality Leveraging ETL from SAP BusinessObjects Data Services

Option to use ETL capabilities of SAP BusinessObjects Data ServicesFor 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

Normalization and standardization of information with MDM Import Manager

Increasing Data Quality With validations & assignments

Ensure compliance according to defined criteria with Validations and 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)

Ensure compliance according to defined criteria with Validations and AssignmentsAssignments

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 validations & assignments

Increasing Data Quality With matching & merging

De-duplication of records for unambiguous and consistent master data

MatchingLocates duplicate records for consolidation within an MDM repositorySupports interactive, strategy-based matching and is exposed in the MDM Data Manager*Allows you to:

Define matching strategiesApply these strategies to a set of records and view the matching results

MergingUses the matching score to decide which of the potential duplicates to mergeCollapses duplicates into a single record

* Also available via APIs

Increasing Data Quality With key mapping

Provide cross-system identification to ensure enterprise-wide data quality

Key MappingMaintains 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

A remote system’s objects are mapped to master data objects within MDM using key mapping

© SAP 2009 / Page 53

Achieve complete and meaningful master data using SAP BusinessObjects Data Services and external domain expertise partners

MDM sends data elements to an external data enrichment provider and receives a response containing data to be updated or inserted in a repository.

Open to domain expertsSAP BusinessObjects Data Services XI 3.1 address cleansing and certified ISV solutions can beleveraged in SAP NetWeaver MDM using the MDM Enrichment Architecture

Increasing Data Quality With Enrichment Architecture

MDM EnrichmentController

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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

Direct BW/MDM Connection“Point-to-point” connectionAutomatic metadata and master data transfer BW standard interfaces (Open Hub, DataSource)Generic BW extractor functionality

Deliver insight with an integrated platform, understand your most profitable products, best customers and cheapest/reliable vendors

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TRANSACTIONAL DATAMASTER DATA

BUSINESS INSIGHT



Agenda

Summary Key Takeaways

SAP NetWeaver MDM is the source of truth for enterprise- class master data

SAP BusinessObjects Data Services is the market-leading* single platform for enterprise-class data integration and data quality

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 business execution and decision-making

*Source: SAP BusinessObjects Positioned as Market Leader in 2008 Gartner Magic Quadrant for Data Integration and Data Quality Management

Thank you!

sap mdm key capabilities

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