Manual Data Migration Design Template

8/12/2019 Manual Data Migration Design Template

http://slidepdf.com/reader/full/manual-data-migration-design-template 1/8

MANUAL DATA MIGRATION DESIGN

TEMPLATE

P ROJECT IDENTIFICATION

Project Name CPI Project Number

<Project Name>

Customer Name Customer Number

<Customer Name>

SAP Project Manager Customer Project Manager

<SAP Project Manager> <Customer Project Manager>

DOCUMENT IDENTIFICATION

Author Document Locat on !re"os tor#$"ath$name%

<Author> <Document location>

&ers on Status Date !''''(MM(DD% Document C)ass * cat on

0.1 Final <Date> Internal

RE&ISION +ISTOR'

&ers on Date Descr "t on

0.1 June !" 011 #e$ormatte% to the latest $ormat

0.



TA,LE OF CONTENTIntro-uct on.................................................. ......................................... ......................................... ..................... ....... ..... / Pur&ose......................................................................... ........................................ ......................................... ................ ' ()jecti*e...................................................................... ......................................... ........................................ ......... ...... .. 'Manua) Data M grat on Sco"e............................................................. ........................................ ....................... ....... ..... / +usiness ()ject Sco&e........................................................... ........................................ ................................... ...... ...... '

,us ness Object Deta ).................................................... ......................................... .................................... ....... ....... .... 0Ro)es an- Res"ons b ) t es........................................................ ........................................ ..................... ....... ....... ...... ... 1 Project #oles.................................................. ......................................... ......................................... ............................ .. , Project #es&onsi)ilities....................................... ........................................ ......................................... ................. ....... .. !Project De"en-enc es........................................................ ......................................... ........................................ ............ 2 -*ents an% De&en%encies............................................... ........................................ ................................... ...... ....... ...... !



Intro%uction

Pur"ose

he &ur&ose o$ the Manual Data Migration Plan is to %e$ine the sco&e an% a&&roach $or )ringing legac/ %ata into theSAP %ata)ase here automate% &rograms are either not a*aila)le or the %ata *olume %oes not justi$/ the in*estment in

%e*elo&ing such &rograms. Man/ im&lementation tas s %e&en% on the a*aila)ilit/ o$ manuall/ entere% %ata an% thee2ecution o$ this tas can )e resource intensi*e" so $ormal &lanning is re3uire% to success$ull/ com&lete this e$$ort. his&lan shoul% )e a&&ro*e% an% signe% o$$ )/ e/ sta ehol%ers an% &roject management.

Object 3e

he o)jecti*e o$ this %ocument is to assist the migration team ith the anal/sis an% &lanning o$ the manual %atamigration &rocess. hrough the com&letion o$ this %eli*era)le" the migration team ill ha*e a clear un%erstan%ing o$the sco&e o$ the migration an% esta)lish an a&&roach to satis$/ the im&lementation re3uirements. his %ocument is%esigne% to ans er an% a%%ress the $ollo ing 3uestions4

+usiness ()jects4

5hat +usiness ()jects are re3uire% to )e entere% manuall/65hat are the %ata sources $or the target SAP A&&lication o)jects65hat is the ma&&ing o$ %ata elements )et een source an% target ta)les65hat trans$ormation" cleansing or enrichment rules are re3uire% at the %ata element le*el65ill a selection or e2clusion criteria )e a&&lie% to the source %ata set6

Data -ntr/ Process an% Pre&aration Proce%ures45ill the %ata entr/ )e )ase% on a %ata %um&" legac/ re&orts or an on7line a&&lication6

Are there &re&aration ste&s $or the legac/ %ata &rior to %ata entr/65hat &roce%ures ill )e esta)lishe% to *ali%ate an% reconcile the manual %ata6

#oles an% #es&onsi)ilities45ho are the a&&ro&riate legac/ %ata o ners to assist in the ma&&ing o$ )usiness o)jects65ho ill )e res&onsi)le $or %ata entr/ throughout the &roject li$ec/cle65ho ill )e res&onsi)le $or the *ali%ation an% reconciliation o$ manual %ata6

Project De&en%encies45hat are the %e&en%encies o$ manual %ata to other &roject tas s such as con$iguration" automate% migrationsan% testing65hen an% ho o$ten ill the manual %ata entr/ )e &er$orme%65hat is the le*el o$ e$$ort an% resource re3uirements to su&&ort this e$$ort6

Manual Data Migration Sco&e

,us ness Object Sco"e

he $ollo ing ta)le lists the +usiness ()jects that ill manuall/ migrate%.

ID SAP ,us ness Object Source A"") cat on Source Tab)e $ F )e Data &o)ume1

'89:,!;



10

+usiness ()ject Detail

he $ollo ing section is %esigne% to &ro*i%e %etaile% in$ormation $or each o$ the )usiness o)jects in sco&e $or manualmigration. he section )elo nee%s to )e co&ie% an% re&eate% $or each )usiness o)ject. he re&eate% sections ill%escri)e the $ollo ing in$ormation $or each in%i*i%ual )usiness o)ject4

Data element ma&&ing an% logicData entr/ in&ut $ormat an% %ata &re&aration &roce%ureCleansing re3uirementsDe&en%encies

ali%ation an% reconciliation re3uirements an% &rocess



4 ,us ness Object 56 7

he &ur&ose o$ this section is to %escri)e the &roce%ure to )e $ollo e% an% the *alues to )e entere% hen manuall/ con*erting legac/%ata $or <+usiness ()ject > . =se the $ollo ing in$ormation as a %etaile% gui%e $or con*erting <+usiness ()ject> legac/ %ata into the SAP

A&&lication.

<+usiness ()ject> Data -lement Ma&&ing

his section is %esigne% to ca&ture a %etaile% %ata element ma&&ing )et een the target SAP ta)le an% the source a&&lication ta)le or $ile.

<()ject Name> Data -lement Ma&&ing

he source o$ the %ata $or <()ject Name> is the <Source A&&lication> an% the %ata is containe% in the <Source a)le or File>.

Target Co)umn Datat#"e Re8u re- Source Co)umn Datat#"e De*au)t &a)ue &a) -at on Ru)e 5

<()ject Name> +usiness #ules

his section is %esigne% to %e$ine an% %escri)e the %ata element )usiness rules. +usiness rules can a%%ress cleansing an%trans$ormation re3uirements associate% ith migration o$ legac/ %ata.

Ru)e Number Ru)e Descr "t on

1

'



<()ject Name> Data -ntr/ In&ut Format an% Data Pre&aration Proce%ure

he $ollo ing section %e$ines the in&ut $ormat $or %ata entr/ an% the %ata &re&aration &roce%ure re3uire% $orca&turing an% &re&aring the %ata.

Data In&ut Format

Descri)e the in&ut $ormat that ill )e use% $or %ata entr/. Inclu%e a screen shot o$ the in&ut $ormat an%&ro*i%e a%%itional instructions as re3uire%. -2am&les ma/ inclu%e4

A legac/ re&ort that contains the %ata recor%s an% elements A %ata %um& loa%e% into -2cel that contains the %ata recor%s an% elements

he %irect entr/ o$ manual %ata )ase% on an on7line legac/ a&&lication

Data Pre&aration Proce%ure

Descri)e an/ %ata &re&aration &roce%ure re3uire% to o)tain the manual %ata entr/ recor%s. -2am&les ma/inclu%e4

he e2ecution o$ a legac/ re&ort ith s&eci$ic selection criteriahe e2traction o$ %ata $rom a legac/ a&&lication an% the loa%ing o$ that %ata into an a&&ro&riate in&ut

$ormathe na*igation an% selection instructions $or the on7line legac/ a&&licationhe selection or e2clusion criteria $or %ata recor%s inclu%e% in the in&ut $ormat

<()ject Name> De&en%encies

he $ollo ing section i%enti$ies an% %escri)es the %e&en%encies to other %ata o)jects or con$iguration %atare3uire% $or manual entr/ o$ this )usiness o)jects.

Data ()ject De&en%encies

Descri)e an/ %e&en%encies to other )usiness o)jects. -2am&les ma/ inclu%e4

A ? account num)er must )e a*aila)le )e$ore entering a en%or recor% A en%or must )e a*aila)le )e$ore entering an o&en AP In*oice recor%

Con$iguration Data De&en%encies

Descri)e an/ %e&en%encies to a&&lication con$iguration %ata. -2am&les ma/ inclu%e4

?ist o$ *alues $or en%or t/&es? segment *alues $or ? accounts

<()ject Name> ?egac/ Data Normali@ation an% Cleansing

he $ollo ing section i%enti$ies an% %escri)es an/ re3uire% %ata normali@ation an% cleansing that is re3uire%in the legac/ a&&lication &rior to the manual %ata entr/ &rocess. his o&eration ma/ not )e re3uire% on all&rojects since the selection an% %ata entr/ rules ma/ a%%ress these re3uirements.

Data Normali@ation

De$ine the normali@ation &rocess re3uire% to )e &er$orme% in the legac/ a&&lication &rior to manual %ataentr/. -2am&les o$ %ata normali@ation inclu%e4

-limination o$ %u&licate %ata recor%s-limination o$ inacti*e %ata recor%s not re3uire% $or the migration



Data Cleansing

De$ine the cleansing &rocess re3uire% to )e &er$orme% in the legac/ a&&lication &rior to manual %ata entr/.-2am&les o$ %ata normali@ation inclu%e4

Cleansing o$ a%%ress $iel%s such as @i& co%e" state an% count/Correction o$ %ata elements $or consistenc/ &ur&oses $or $iel%s containing *alues such as Bes No

<()ject Name> ali%ation an% #econciliation

he $ollo ing section %escri)es the &rocess an% &roce%ures re3uire% to *ali%ate an% reconcile the manual%ata.

Data ali%ation

Descri)e the %ata *ali%ation &rocess re3uire% to )e &er$orme% once the %ata is entere%. -2am&les o$ %ata*ali%ation inclu%e4

Per$orming manual transactions ithin the SAP A&&lication using the manuall/ entere% %ataesting %e&en%ent %ata migrations" manual or automate%" here the manual %ata has a %irect

%e&en%enc/

Data #econciliation

Descri)e the %ata reconciliation &rocess re3uire% to )e &er$orme% )et een the legac/ source s/stem an%SAP A&&lication once the manual entr/ is com&lete%. -2am&les o$ %ata *ali%ation inclu%e4

#ecor% counts )et een the source an% target sourcesData summar/ *alue com&arisons such as o&en )alances or 3uantit/ on han%

#oles an% #es&onsi)ilities

he $ollo ing section is %esigne% to %e$ine the &roject roles re3uire% to su&&ort the manual migration &lanan% to i%enti$/ the a&&ro&riate &roject mem)ers ho ill )e res&onsi)le $or $ul$illing these roles.

Project Ro)es

he ta)le )elo contains recommen%ations on &roject roles an% %escri&tions. his in$ormation shoul% )ea%juste% to align to the in%i*i%ual &roject structure an% re3uirements.

ID Project Ro)e Descr "t on

1 ?egac/ Data( ner

+usiness o ner o$ legac/ %ata. his role coul% )e in*ol*e% in the %atama&&ing" creation o$ manual &roce%ures" &er$orming %ata entr/ an%reconciliation.

?egac/ Anal/sts Data anal/sts res&onsi)le $or the legac/ %ata. his role coul% )ein*ol*e% in the %ata ma&&ing" creation o$ manual &roce%ures"cleansing o$ legac/ %ata" &er$orming %ata entr/ an% reconciliation.

' Data -ntr/ Cler #esource tas e% ith the entr/ o$ manual %ata.8 Su)ject Matter

-2&ertConsulting resource no le%gea)le a)out the s&eci$ic )usiness o)jectan% a&&lication mo%ule. his role coul% )e in*ol*e% in the %atama&&ing an% creation o$ manual &roce%ures.

9 Migration Anal/st Migration team mem)er res&onsi)le $or su&&orting the %e*elo&ment o$the %ata migration &lan an% management o$ the manual %ata migratione$$ort.

Copyright/Trademark

http://www.sap.com/company/legal/copyright/index.epx




Project Res"ons b ) t es

he ta)le )elo contains a ma&&ing o$ the &roject roles an% the in%i*i%uals assigne% to these roles $or eacho$ the )usiness o)jects.

ID ,us ness Object Project Ro)e Res"ons b)e Resource

1 <+usiness ()ject E1> ?egac/ Data ( ner ?egac/ Anal/stData -ntr/ ClerSu)ject Matter -2&ertMigration Anal/st

<+usiness ()ject E > ?egac/ Data ( ner ?egac/ Anal/stData -ntr/ ClerSu)ject Matter -2&ert

Migration Anal/stProject De&en%encies

he $ollo ing section i%enti$ies the e2ecution e*ents $or the manual %ata entr/ throughout the &rojectli$ec/cle an% %e&en%encies to other &roject tas s an% milestones. his is not inten%e% to re&lace the $unctiono$ the &roject &lan" it is sim&l/ &ro*i%es the migration team a high le*el *ie o$ the timing $or %eli*er/ an%resource &lanning &ur&oses. he e*ents an% milestones nee% to )e a%juste% to align ith the s&eci$ic&roject im&lementation strateg/ an% re3uirements.

E3ents an- De"en-enc es

he ta)le )elo outlines the *arious e2ecution e*ents $or the manual entr/ &rocess.

ID E9ecut on E3ent De"en-ent Tas: $ M )estone Data &o)umeRe8u re-

1 =nit esting =nit esting o$ manual %ata migration&rocess

Partial

A&&lication Con$iguration A&&lication setu& a&&ro*al Partial' Automate% Migration =nit

esting=nit esting o$ automate% %ata migration&rocess

Partial

' Automate% Migration S/stemesting

S/stem esting o$ automate% %atamigration &rocess

Full

8 Integration esting Integration esting o$ SAP A&&lication Full9 =ser Acce&tance esting =ser Acce&tance esting o$ SAP

A&&lication

Full

: Data Migration Pro%uctionSimulation

Pro%uction Simulation o$ $ull %atamigration &rocess

Full

Copyright/Trademark



Documents

Manual Data Migration Design Template