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SAP NetWeaver How-To Guide How To... Transport MDM Objects between MDM 5.5 Systems Applicable Releases: SAP NetWeaver Master Data Management 5.5 SP05 SAP NetWeaver Master Data Management 5.5 SP06 Patch 1 IT Practice: Data Unification IT Scenario: Master Data Management Version 1.10 February 2008

How To Transport MDM Objects between MDM 5.5 Systems€¦ · For SAP MDM 5.5 SP05, most of the MDM objects can be transported applying the mechanisms described in this how to guide,

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Page 1: How To Transport MDM Objects between MDM 5.5 Systems€¦ · For SAP MDM 5.5 SP05, most of the MDM objects can be transported applying the mechanisms described in this how to guide,

SAP NetWeaver How-To Guide

How To... Transport MDM Objects between MDM 5.5 Systems

Applicable Releases:

SAP NetWeaver Master Data Management 5.5 SP05

SAP NetWeaver Master Data Management 5.5 SP06 Patch 1

IT Practice: Data Unification

IT Scenario: Master Data Management

Version 1.10

February 2008

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Page 3: How To Transport MDM Objects between MDM 5.5 Systems€¦ · For SAP MDM 5.5 SP05, most of the MDM objects can be transported applying the mechanisms described in this how to guide,

Document History Document Version Description

1.10 Updated version for SAP NW MDM 5.5 SP06 Patch 1

1.00 First official release for SAP NW MDM 5.5 SP05

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Page 5: How To Transport MDM Objects between MDM 5.5 Systems€¦ · For SAP MDM 5.5 SP05, most of the MDM objects can be transported applying the mechanisms described in this how to guide,

Table of Contents

1. Business Scenario............................................................................................................... 1

2. Background.......................................................................................................................... 1

3. Prerequisites ........................................................................................................................ 1

4. MDM Transport Mechanisms.............................................................................................. 2 4.1 Business Objects Model (Repository Schema) ............................................................ 3 4.2 Manual Upload of XML Schemas (for SAP MDM 5.5 SP05 only)................................ 5 4.3 Maps ............................................................................................................................. 6

5. Best Practices ...................................................................................................................... 9 5.1 Initial Transport ............................................................................................................. 9 5.2 Subsequent Transports .............................................................................................. 10 5.3 Ports and Remote Systems........................................................................................ 15 5.4 User Management ...................................................................................................... 17

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How To... Transport MDM Objects between MDM 5.5 Systems

1. Business Scenario Even if you run your MDM system productively, you might have to make changes from time to time, for example if you upgrade to the latest release. In order to ensure that your productive system still runs properly after changes were made, SAP recommends a multiple stage landscape consisting of at least a Development (DEV), a Quality Assurance (QA), and a Production (PROD) system environment. So, you develop and modify only in the DEV landscape, and transport your changes to the QA landscape where tests are carried out. Finally, only after tests were successful, you apply the changes to the PROD environment.

DevelopmentDevelopment

TestData

TestData

MDM ObjectsMDM Objects

Transport onlyif tested with Ok

QualityQuality

TestData

TestData

MDM ObjectsMDM Objects

ProductionProduction

ProdData

ProdData

MDM ObjectsMDM Objects

DevelopmentDevelopment

TestData

TestData

MDM ObjectsMDM Objects

Transport onlyif tested with Ok

QualityQuality

TestData

TestData

MDM ObjectsMDM Objects

ProductionProduction

ProdData

ProdData

MDM ObjectsMDM Objects

2. Background This paper deals with the transport of MDM objects between MDM 5.5 systems. Currently, SAP MDM does not come with a comprehensive transport system, so this paper describes which transport mechanisms are supported right now, and outlines the steps that must still be done manually.

3. Prerequisites For SAP MDM 5.5 SP05, most of the MDM objects can be transported applying the mechanisms described in this how to guide, however there are some limitations for the export/import of repository schemas. As of SAP MDM 5.5 SP06 Patch 1, the repository schema transfer has been enhanced, as will be outlined in the following chapter.

March 2008 1

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How To... Transport MDM Objects between MDM 5.5 Systems

4. MDM Transport Mechanisms In the following, different transport mechanisms are described depending on the respective MDM objects. The table below shows which transport mechanism has to be applied to the respective objects.

Note Where nothing is indicated, a transport of the respective object is not supported yet. In this case, any changes in the development repository have to be tracked and manually maintained in the target systems.

Tip For manual changes of validations and assignments for instance, please note that Ctrl-c/Ctrl-v only works between two MDM repositories but not between an MDM repository and notepad.

Table: Supported transport mechanism

Object Export/Import Repository Schema

Export/Import Maps Import Manually

Repository Structure

Main Table

Lookup Tables (any type)

Image Variants

Relationships

Calculated Fields

System Tables

Roles

Users

Remote Systems ≥ SP06

Ports ≥ SP06

Links (URLs) ≥ SP06

XML Schemas (XSDs) ≥ SP06 SP05

Workflows

Validations ≥ SP06

Assignments ≥ SP06

Matching Strategies

Maps

Import Maps

Syndication Maps

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How To... Transport MDM Objects between MDM 5.5 Systems

4.1 Business Objects Model (Repository Schema) ...

1. Start the MDM Console. Mount the development repository, and export the repository schema.

Note The repository is described in XML format, however the generated XML format is not a W3C-compliant XSD.

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2. In MDM Console, mount the transport target repository (here QA), and import the repository schema.

3. This brings up a screen where you have to reject/accept the changes. When finished, select button OK.

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4. A dialog screen appears that warns you that importing changes may result in data loss. Confirm with OK. However, it is recommended that you back up the master data beforehand so you can recover data in case the data becomes corrupted during the import process, see also chapter 5.2 [page 10].

Tip In case of structural enhancements only, data is preserved. When changing field type or table type for instance, data could get lost (such as from text to integer, or from qualified table to flat lookup table).

4.2 Manual Upload of XML Schemas (for SAP MDM 5.5 SP05 only)

For SAP MDM 5.5 SP05, XML Schemas are not included when the repository schema is exported and imported. XML schema files (XSDs) have to be uploaded to the MDM Console anyway. So, whenever a new schema is uploaded to the development repository, keep track of it, and upload the same file to the target systems (QA and PROD).

For SAP MDM 5.5 SP06, XML Schemas are included in the export and import of the repository schema, see chapter 4.1 [page 3].

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How To... Transport MDM Objects between MDM 5.5 Systems

4.3 Maps Note

Only import maps are shown here, similar applies to syndication maps. ...

1. Launch MDM Import Manager [MDM Syndicator], and connect to the development repository. Create (not shown here) and save a map.

2. Export the map. A file with suffix map [syn] is created.

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3. Start MDM Import Manager [MDM Syndicator]. For the MDM Import Manager, connect to the target system. For the MDM Syndicator, you have to maintain the destination properties.

4. Import the map.

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5. Select the map file.

6. Save the map.

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How To... Transport MDM Objects between MDM 5.5 Systems

5. Best Practices

5.1 Initial Transport The very first transport is done by copying the development repository.

Tip You may want to minimize the manual maintenance effort, and if possible create all those objects in the development repository that are not supported yet by any transport mechanism (see table in chapter 4 [page 2)) before you run the initial transport.

Tip You may want to import all lookup tables already in the development repository before copying it, to avoid having to do it again for the target repositories. Technically, this is possible. However, it is not recommended, at least for lookup tables with key mapping. During import, a remote key is generated depending on the remote system. However, remote systems of the different landscapes differ. So, wrong remote keys would be created. Instead, copy the development repository without any master data, and apply the standard import mechanism to fill the lookup tables.

In MDM Console, duplicate the repository. Select the target server and the name of the target repository. Optionally, you could also duplicate the repository by archiving and unarchiving it.

...

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5.2 Subsequent Transports In some cases, depending on the extent of modifications done in the development repository, it might be necessary to syndicate/import the complete master data before/after upgrading the repository schema. Besides this, it is recommended that you back up the data anyway, just in case. ...

1. In MDM Console, connect to the target repository, and back up the complete repository by archiving it.

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2. Export the repository schema, and convert it to XSD. For more information about XSD conversion, see the how-to paper How To Generate XSD Schemas from existing MDM Repositories, available on SDN.

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3. In MDM Syndicator, maintain the destination properties.

4. Choose type XML Schema File, and select the XSD schema of the current version of your target repository that was generated beforehand.

Note The data has to be syndicated for each remote system. Otherwise the remote key would be lost.

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5. All master data records should be written in one single file. So, switch to tab Map Properties, and set XML File Output to Single File.

6. When all items are mapped (not shown here), execute the syndication.

7. Optional step: Only after a backup of the repository was done and the master data was syndicated, you can delete the data in the MDM Data Manager.

Note Depending on the extent of schema modifications, this step could be skipped.

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8. In MDM Console, unload the target repository, and import the new source schema.

9. In MDM Import Manager, connect to the target repository, and create an import map to re-import the complete master data. Choose type XML, and select the file that was syndicated beforehand.

Note In order to preserve remote keys, data has to be imported for all remote systems.

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10. Map all required fields and values (not shown here), and execute the import.

5.3 Ports and Remote Systems For MDM 5.5 SP05, there is no transport mechanism provided for Remote Systems and Ports, so they have to be manually maintained in the target systems.

As of MDM 5.5 SP06, Remote Systems and Ports are included in the export and import of the repository schema.

However, remote systems and ports within different landscapes (DEV, QA, and PROD) usually differ. So far, there is no mechanism in place that automatically maps remote systems across the different landscapes.

This leads us to two options: either maintaining remote systems and ports in the target systems or maintaining them in the source system and transport the same by exporting and importing the repository schema, for latter see chapter 4.1 [page 3]. ...

1. Option 1 (mandatory for MDM 5.5 SP05): In MDM Console, connect to the target systems, and add remote systems and respective ports.

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2. Option 2 (supported in MDM 5.5 SP06 only): In MDM Console, maintain all remote systems and ports of the target landscape in the development system, and transport the same by exporting and importing the repository schema.

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When importing the repository schema, you might have to reject adding remote systems and respective ports of the development landscape.

5.4 User Management You might like to have a dedicated user who is responsible for MDM transports only. This chapter shows which authorizations are necessary to carry out the respective transport tasks that were discussed in the previous chapters. ...

1. For duplicating/unarchiving repositories, you require DB access.

2. In MDM Console, create respective transport roles.

Tip You may create different roles for QA and PROD to distinguish between different transport requirements.

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For exporting/importing repository schemas, grant Execute access for functions Import Schema, and Export Schema.

Note On OS level, you might have to grant read-only access to prevent the role definition in the repository schema file from being manipulated in order to bypass role restrictions.

3. For manually maintaining schema objects (such as remote systems, ports, links, XML schemas in MDM 5.5 SP05), grant Execute access for functions Add Schema Object, Modify Schema Object, and Delete Schema Object.

Switch to tab Tables and Fields, and grant Read/Write access to the respective tables.

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4. For maintaining maps, at least grant Execute access to functions Add Import Maps, Modify Import Maps, Add Syndication Maps, and Modify Syndication Maps.

5. For manually maintaining validations, assignments, matching strategies, and workflows, grant Execute access to functions Add Records, Modify Records, and Delete Records.

Switch to tab Tables and Fields, and grant Read/Write access to the root node Tables and Fields.

In the upcoming pop-up you are asked whether you want to change the access setting for all tables and fields to the new default. By choosing No you do not inherit the setting to the child nodes.

For workflows, you also have to grant Read/Write access to table Workflows.

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