SAP Master Data Governance Framework Configuration & Workflow Development

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RDP363

SAP Master Data Governance


Framework Configuration & Workflow Development
David Quirk – EIM Solution Management / Scott Braker – EIM Solution Management
October, 2013
Disclaimer

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Agenda

MDG Overview and Process Flexibility


 MDG Process Flow Overview
 MDG Process Configuration
 MDG UI Configuration
MDG Workflow Details
 Workflow Overview
 Rules Based Workflow Configuration
Exercise Summary
Further Information

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MDG Overview and Process
Flexibility
SAP Master Data Governance
Process flow archetype
External Providers
External Services

Master Data Governance


Re-Use existing business logic Collaboration
Integrate external services Adaptable Workflow
Data Enrichment, Address Cleansing, Auditable Change Process
Duplicate Check
Central
maintenance of Maintain
Maintain Validate
Validate Approve
Approve Replicate
Replicate Automatic replication to
master data in non-SAP and SAP systems
staging area
3rd party systems

Adaptation /
5 Enrichment in local
Business Adapt systems 5
Suite
Adapt
systems

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

Workflow (WF) WF Steps


Work Center
Services (UI links)

Change Request (CR)


CR Steps
Type
Business Activity

UI
Processor
Configuration
Logical Action
Authorization
Data Model Entity Types

defines
related

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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)

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

Change Request Step Types


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

Change Request Step (Number)


Process specific step number (e.g. 1-Evaluation)

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Change Request Framework
Change Request Processing

Change Request (Steps)


Step 2
Step 0 Step 1 Step 3 Step 4
Considerationand
Submit Evaluation Processing Final Check
Approval
Check Chg Request Approve Chg Req Process Chg Req Approve Chg Req

Actions
Finalize
Agree Approve Approve
Processing

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

Workflow Steps
Status Status Status Changes Status Status
… … … … … … Activate Replicate
Change Change Change successful? Change Change

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

Runtime: Change Request Step


Actions

Workflow Steps
in Workflow Builder
(optional: Rule Based
through BRF)
Status

Workflow Steps
in Workflow Log

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Change Request Process Configuration
Enhanced Flexibility – UI Navigation & Adaptation
Any UI
(Menu, Search, Worklist, …)
Change Request Step: General Settings -> Process Modeling -> Change
Requests -> Configure Properties of Change Request Step
Based on the change request step (if available) the system
checks if a specific UI is configured

UI not found

The system gets the Business Object Type (BO Type)


for the relevant Business Activity.
Business Activity – General Settings -> Process Modeling -> Business Activities
-> Create Business Activity
The system checks if the UI can be obtained from
UI found
the navigation table
based on the logical action

UI not found
Navigation Table - General Settings -> Process Modeling -> Business Activities -> Link
The system obtains the UI from change Actions with UI Application and Business Activity
UI found
request type, data model or
personalization (as in EHP5).

UI found
UI Adaptation
(Personalization, CBA, Customizing)

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Change Request Process
Enhanced Flexibility – Actions
General Settings -> Process Modeling -> Workflow

Actions define the next choices a user has in a


specific Change Request step.

Not to be confused with logical actions!

Customer specific actions allow a simple way to


streamline governance processes.

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Change Request Process
Enhanced Flexibility – Change Request Step Types
General Settings -> Process Modeling -> Workflow

Define Step Types (can be assigned to Change


Request Steps in the Workflow).

Assign actions to step types. Actions define the


next available steps.

These actions are represented on the UI using


pushbuttons. They can be standard actions or
customer-defined actions.

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Change Request Process
Enhanced Flexibility – Actions & Step Types: User Interface

Change Request Step Types Actions

User
Interface

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Change Request Process
Enhanced Flexibility - Change Request Step Properties
For each Change Request Step Business Process
Experts now can:
General Settings -> Process Modeling ->
Change Requests
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

… allowing a maximum of flexibility on the


Change Request step level!

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

Business process experts can apply enrichment spots and General Settings -> Process Modeling -> Change Requests ->
checks to a change request step. Configure Properties of 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) Enhancement Spots and Checks per Change Request Step
 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

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

Business process experts can determine the system General Settings -> Process Modeling -> Change Requests ->
logic that answers the following questions about fields Configure Properties of Change Request Step
within a change request step:
 Is a field required?
Field properties
 Is a field relevant (used)?
Field properties Entity Types per Change Request Step
 Which checks are applicable?
Combination of field properties and check logic

Attributes per Change Request Step

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Change Request Process
Enhanced Flexibility – Reuse Option
Dependencies: Checks and Field Properties
Field property
Change Request Step Specific Configuration determination: (1) overrules
(2) overrules (3) overrules (4) .
MDG Framework
Standard Basic Check
Basic Check Only Relevance of checks: (a)
No Required Field Check Reuse Area Check overrules (b).
All Configured Checks
Not Relevant Existence Check Required field
determination: MDG
Check logic for entity type Duplicate Check Framework or Reuse Area,
Field properties for entity type or (a) depending on impl. of reuse
Authorization Check
attribute (1) Overrule class.
Validation Rules (BRF)
Validations (BAdI) Reuse Area
Implementation
Enrichment Spots Field Properties

BAdI (2)
Checks & Enrichments (b) Application specific (4)
Required Field

Field Properties
Data Model Configuration
(3) MDG

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

Business process experts can assign a user interface General Settings -> Process Modeling -> Change Requests ->
to a change request step. Configure Properties of Change Request Step

MDG provides far-reaching control over user


interfaces at every level from the change request step
upwards.

See section “Logical Actions, Business Activities and


UI Navigation”. User Interface per Change Request Step

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Change Request Process Configuration
User Interface Configuration and Adaptation

Work Center Change Request (CR)


Services (UI links) CR Steps
Type
BRF Derivations
Business Activity
UI
Processor
Configuration

Logical Action Authorization


Data Model Entity Types

MDG (Navigation)

UI
Configuration (FPM*) Context Based Adaptation
*Floorplan Manager (CBA)
Personalization

Customizing

Configuration

NetWeaver (Adaptation)
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Floorplan Manager User Interfaces
Adaptation Options

Floorplan Manager UIs


can be adapted by

 Personalization
 Customizing
 w/o Context Based Adaptation
 Configuration
 Enhancement
 Copying the Application
 Modification (not recommended)
Read more: SAP Note 1619534
How to Create, Enhance and Adapt FPM
Applications on NW 702 (EhP5 w/o CBA)

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MDG Workflow Details
Rules based Workflow
Template WS60800086 controlled by rules
Evaluate decision
 Workflow template tables and variables
 WS60800086 (Path and Process Finder)

 SAP delivered Main endless


loop
Main branch

End workflow
when expired

End workflow
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MDG for Flight Data
Create Flight Connection – Pre-configured scenario

Save draft Automatic


workflow task
00: Create Flight
Connection
(Request) Submit
05: Finalize
Processing 03: Approve

01: Add Connection 91: Activate


03: Approve
Details Data

Change Request Type: SFZXX

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How to configure the Rules Based Workflow

 Design the flow and decide which steps and loops are
needed
 Decide which step types are needed (different UI steps,
Step Step Step background steps)
 Enhance the flow diagram with outcoming actions of each
step
 Enhance the flow diagram with condition alias
 Enhance the flow diagram with status
CRStatus  Build the decision tables (Single Value Decision Table, User
CR Step
Table and Non User Table)
Condition
Alias
XX: Action

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Fundamental steps to configure a rules based workflow

1. Define the steps for the rules based workflow


2. Define Actions
3. Define Step types and assign actions to step types
4. Configure Properties of the Change Request for the new step
1. Assign a separate user interface to the new step
2. Enable / Disable checks for the new step
5. Define / Edit Status of the Change Request step(s)
6. Enhance the decision tables
1. Single value decision table – Process flow
2. User Agent Decision Table – New users/roles assigned the task
3. Non-user agent Decision Table – System steps executed for this task

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Set Up the Rule-Based Workflow
Maintain Content in the Single Value Decision Table

Entries for Single Value Decision


Table
 Previous Step + Previous Action 
determines the New Step + New
CR Status
 Condition Alias  unique ID
 Every Condition Alias needs to be
handled at least once by either a
User Agent or a Non-User Agent
activity
 Maintenance via Excel export and
upload possible

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Set Up the Rule-Based Workflow
Maintain Content in the User Decision Table and Non-User Decision Table

Entries for User Decision Table


and Non-User Decision Table
 Handle all Condition Alias  either
User activity or automated
 Start with the SAP default 2-step 4-
eye approval process with revision
capability
 Settings are identical for all 4
process variants (create, change,
mass change, flag for deletion)
 Maintenance via Excel export and
upload possible

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Exercise Summary
MDG for Flight Data
Create Flight Connection – Exercise scenario

Save draft Automatic


workflow task
00: Create Flight
Connection
(Request) Submit
05: Finalize
Processing 03: Approve

01: Add Connection 91: Activate


03: Approve
Details Data

CQ: Check 05: Finalize


Landing Processing
Quota 04: Check Landing
Quota

Change Request Type: SFZXX

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MDG for Flight Data
Create Flight Connection – Exercise scenario – incl. Step Types
Old Step Type ‘3’:
Save draft 05: Finalize Pr. Automatic
06: Revise workflow task
Action
00: Create Flight Step Type ‘X’:
Connection 05: Finalize Pr. Step Type ‘5’:
Action
06: Revise 09: Activate
(Request)
CQ: Check Quota 10: Send for Revision
05: Finalize
Processing 03: Approve

01: Add Connection 91: Activate


03: Approve
Details Data

Step
CQ: Check 05: Finalize Processing
Landing
Quota 04: Check Landing
Action Quota

Action

Step Type ‘3’:


05: Finalize Pr.
06: Revise
Change Request Type: SFZXX

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Additional Governance Sessions at TechEd to Explore

Session ID Title

RDP101 Information Management Road Map in Real-Time


RDP161 Consolidation and Distribution of customer and consumer data using SAP MDS
RDP202 SAP Enterprise Master Data Management Road Map
RDP204 Information Governance from Design to Execution: Part 1 – Discover and Design
RDP208 SAP Master Data Governance Integration Scenarios with SAP Business Suite
RDP211 SAP Master Data Governance Deployment Options and Hub Configuration
RDP214 End-to-End Information Management – Demonstrating an Integrated Invoice Management Scenario
RDP263 Data Model and UI Creation in SAP Master Data Governance
RDP268 Information Governance from Design to Execution: Part 2 – Enforcement
RDP363 SAP Master Data Governance Framework Configuration and Workflow Development
RDP862 SAP Data Services – Road Map Q&A
RDP863 SAP Master Data Governance Road Map: Q&A
RDP864 SAP Information Steward – Today, Tomorrow, and Beyond

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Further Information

SAP Public Web


http://scn.sap.com/community/mdm/master-data-governance
http://www.sap.com/mdg

SAP Education and Certification Opportunities


https://training.sap.com/v2/course/tzmdg1-master-data-governance-classroom-098-us-en/

Watch SAP TechEd Online


www.sapteched.com/online

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