Upgrading SAP Public Budget Formulation (PBF) · 2019. 11. 12. · Standard BI functions provide the functionality. • Requires activating the Authorization Relevant flag in the

Upgrading SAP Public Budget Formulation (PBF)PBF Development TeamOctober 2012

SAP Public Budget FormulationUpgrading from PBF 7.1 to PBF 8.0 SP02

© 2012 SAP AG. All rights reserved. 3Confidential

Agenda

PBF 8.0 System Pre-Requisites

PBF 8.0 Functional EnhancementsGlobal enhancementsAdditional Currency Budget Form Re-AllocationsMass Stage AdvancerPEP EnhancementsCO Master Data IntegrationAuthorizationsSupport Pack 01 enhancements

PBF 8.0 Upgrade OverviewMinimum LandscapePlanning

Pre-Upgrade StepsVarious BackupsUpgrade Checklist

Upgrade StepsFramework upgradeInstall new PBF contentNWDI setupPBF Forms (Visual Composer Models)

Post-Upgrade StepsRestoring dataConfiguration

PBF 8.0 Functional Enhancements


System Prerequisites

Platform Technologies:– SAP NetWeaver Business Warehouse 730 (Support Pack 07 or higher)

– SAP Netweaver Enterprise Portal 730 (Support Pack 07 or higher)

– PBF 8.0 is the only supported PBF release on SAP NetWeaver 730

– Maintenance support for PBF 8.0 is valid until 30th Dec 2020.

– For further information on platform upgrade refer to Upgrade & Installation Information NW 730


Global enhancements

FM Dimension InfoObject length changes• All PBF FM dimensions InfoObjects (Fund, Fund Center, Functional Area, Funded Program,

Grant) have been expanded to 24 characters

Globals table /PBFBI/GLOBALSConversion types for Budget Form, Personnel Exp. Planning (PEP)– Two conversion types delivered with PBF 8.0 (/PBFBI/BFC & /PBFBI/PEP)

Apply rounding option for PEPInlying years for Federal Ranking

BFORM table /PBFBI/BFORMThe table has been enhanced to include the Alternate or Form currency

Central LockingThe new form templates have the locking capability enabled.

Mass DeletionCapability to delete all PBF Data including master data. Cannot be used in Productive environments


Additional Currency

Budget Forms

• The existing Budget Form layout has been enhanced to include a field for Form currency.

• Two currency amounts are saved in Budget Form Cube results: Form currency and FM Area currency. A planning function triggered during Save will translate the amount entered in Form Currency to FM Area Currency.

PEPEnhanced to support different currencies at the Employee/Position and Pay Table master data. Two currency amounts are saved in Projection Cube results: FM Area currency and Master Data currency.

NOTE: additional configuration is required (discussed in post-upgrade steps)

Alternate Amount Key Figure added to Budget

Form and Projection InfoCubes


Budget Form Re-Allocations

A new form has been added to allow budget form amounts to be re-allocated between various forms

Functionality allows data from 1 budget form entry type to be re-allocated to one or multiple budget forms.

Sender (input) consist of a – Form ID – type of entry (expense, revenue, position) – fiscal year

Receiver (output) can be one or many budget forms– Search functionality provided

Allocation can be amount or percentage driven

Transaction Type, Transaction ID added to

Budget Form cube


Mass Stage Advancer

Functionality to allow all form instances to be advanced centrally to a particular stage in bulk

The PBF Administrator portal role and a new authorization are required

The rule that a form instance may never move backwards is still enforced

Stages can be skipped (as always)

For Mass Stage Advancer, the new authorization object allows the user to advance form instance stages without having authorization to the current stage and target stage.

New Authorization object /PBFBI/MSA


PEP Enhancements (1)

Continuity in Step Calculation The PEP engine maintains continuity in step calculation for the employees or positions with multiple time slices.

Employee – Position: Job Interdependency

Employees and corresponding Positions can be assigned to different Jobs.

Budget Year on PEP Projection Screen

Selectable budget year on the Projection screen

Option for posting results only to Projection Cube

If the option is selected the PEP engine writes results only to the Projection cube. Results from the Monthwise DSOs are not saved.

Versioning of Master Data Captures the master data used for the PEP calculation, which in turn is used as the basis for What IF Projection.

Enhancements to the PEP Projections:

Save Master Data Option on Projection creates a reference projection for

What-if analysis


PEP Enhancements (2)

What-if Projection Scenarios Allows the user to create projection scenarios within the subset of the Reference Projection Master Data.

Supplementary Amounts and Rates

Similar to existing Projections, salary and benefits amounts can be changed

Overwrite Pay Level Master Data

Step Month, Next Pay Scale Group, and Next Pay Scale Level can be overwritten

Re-Allocate Funds Employee and Position Allocation Master Data can be re-allocated across different FM dimensions for a specified duration

Add Employee/Position Benefits

Benefits can be added to individual Employees/Positions

Remove Employee/Position Benefits

Existing benefits can be excluded from individual Employees/Positions

New PEP What-if Analysis form

What-if projections only possible after creating a Reference

Projection in 8.0


CO Master Data Integration

New tools are provided to aid in loading PBF Master Data from non-BI sources (ECC FI/CO and Non-SAP legacy systems)• An Open Inbound layer of Staging DSOs are provided to stage data initially

• A flexible mapping layer of DSOs is provided to perform any derivations of the master data before loading to PBF FM dimension master data

• Hierarchy conversion utility programs aid in loading non-BI based hierarchies into PBF FM dimension hierarchies

Info Area /PBFBI/CO is optional; only install if needed


Authorizations

A new PBF authorization concept allows both Direct and Indirect Authorization checks

• Direct authorization performs checks on the underlying InfoObjects. Standard BI functions provide the functionality.

• Requires activating the Authorization Relevant flag in the InfoObject

• Indirect authorization performs checks on other related InfoOobjects.• Highly used for F4 help, dropdown lists• For example, a user request a list of budget form IDs. The authorization check has 2

phases:• First the FM dimension values are read from the respective authorization-relevant characteristics for

which the user is authorized • Second the authorized values of FM dimensions are used to filter Form IDs in the budget form

before displaying the list

No impact on upgrade!


Support Pack 02 for PBF 8.0

New content (forms, cubes, queries, planning functions, etc.) are introduced to address common processes at the State and Local levels• Projection forms

• Multi-year Projection• Revenue Projection

• Base budget utility forms• Transfer and Re-distribution• Base Adjustment

• Decision Package forms and Ranking• Capital forms and Ranking

Federal Ranking form

Resource Planning form

High Level Summary Presentation will be published

soon

PBF 8.0 Upgrade Overview


Upgrade overview: Landscape for PBF 8.0 SP01

Minimum Landscape: NW 7.30 SP07 or higher


Upgrade overview: Upgrade Steps

Pre-Upgrade:

• Create Safeguard list (identify objects for backup, such as: InfoCube data, DSO configuration data, InfoObject data, Hierarchy data)

• Perform a backup of the safeguard list to protect against data loss• Standard BW tools (copy InfoObjects, InfoCubes, etc.)• PBF Utilities for Upgrade

Actual Upgrade:• NW 7.30 SP07• Apply additional NW 7.30 notes (Critical notes listed in the upgrade guide)• Upgrade PBF Add-on (ABAP and JAVA)• Upgrade PBF NWDI Track

Post Upgrade:• Collect / Install PBF content• Restore safeguarded objects• Configuration steps (ABAP and JAVA)

Pre-Upgrade Steps


Pre-upgrade Planning

Create safeguarding list:

• Standard PBF objects should include • FM dimension InfoObjects (Fund center, Fund, Funded Program, Functional Area, Grant)• Hierarchies used in PBF FM dimension InfoObject. The upgraded InfoObjects will not

activate if hierarchy data exists.• Budget form cube (/PBFBI/BF_CUBE)• Direct update DSOs• PBF ABAP table data

• Identify modified PBF objects

• Identify custom objects


Pre-Upgrade Steps: Backup UtilitiesSee note 1637621 for details

on PBF Backup Utility program

Object type Standard Tools PBFBI Utility program

FM Dimension InfoObjects(Structures + Data)

Hierarchy Data(Structures + Data)

Direct Update DSOs(Structures + Data)

InfoCubes(structures)

InfoCubes(data)

PBF ABAP Tables(Structures + Data)

Upgrade Steps


Upgrade Steps

Perform upgrade to NW 7.3 SP07

Install NW 7.3 SP07 patches

Install PBF 8.0 ABAP Add-on

Install PBF 8.0 JAVA Add-on


Upgrade steps: NWDI Setup

NWDI Version

PBF does no place any restriction on the NWDI version. For this reason there is no need to upgrade you NWDI version during the PBF upgrade.

However, it is very important to update the SLD CR content in order to make the newer Software Component versions available. This can be done by following the instruction in Note number 669669.

Clear the User Workspace in the NW Portal FrontendIn order to avoid data loss it is required to verify that no open activities are left open before the upgrade process starts. Additionally, you must clear each user’s workspace in the CE system. This can be done by following the instruction in Note number 1764496.

Make sure no open activities are left in your old track


Upgrade steps: NWDI Setup cont.

New PBF 8.0 TrackYou should set up a new track for the PBF 8.0 content, please note that the Track and Software Components configuration must suit the content’s version – 730 (e.g. you should maintain the BuildOptions properly)

Configure the SDIC service to point to the new TrackIn the NWA, change the SDIC service properties to point to the new Track.


Upgrade steps: PBF Forms (Visual Composer Models)

Using PBF 7.1 FormsPBF 7.1 delivered Forms should work seamlessly after the upgrade. Any customized Forms should be tested to verify that they work properly and if not, take the proper action to adjust them.

VC ModelsVisual Composer model are backward compatible, meaning any upgrade required will be done automatically and in such case, an upgrade notification will be presented to the form developer. Nevertheless, in some cases you may experience a difference in behavior after the upgrade due to bug fixes, in those cases a manual change to the model must take place.

Post Upgrade Steps


Post-Upgrade Steps

Install PBF 8.0 Content

Activate PBF BC set (/PBFBI/BCSET_MAP_OBJ) containing standard customizing content from some PBF tables

Maintain Number Ranges

Execute PBF transactions to create default master data: /PBFBI/MD_CORE01, /PBFBI/MD_CORE02, and /PBFBI/MD_SL01

Maintain PBF Global Configuration

Currency conversion types has to be maintained for Budget Forms (used in Bex queries) and for PEP (projection program logic).

Activate projection kits for Referenced Based Projections (What-if Scenarios)

For details refer to PBF Upgrade Guide


Upgrade Steps: Installing PBF BW content

Install FM Dimension Objects with Merge

Install Employee/Position/Job and Associated Objects

Install InfoCubes

Install DSO’s

Install Multiproviders

Install Aggregation Levels

Install Process Chain

PBF Upgrade Guide:

https://websmp201.sap-ag.de/~form/sapnet?_SHORTKEY=01100035870000743798&_SCENARIO=01100035870000000202&_OBJECT=011000358700001268572011E

For details refer to PBF Upgrade Guide PBF 80

Upgrade Guide


Post-Upgrade: After Upgrade and Post Restore steps

See note 1637621 for details on PBF Backup Utility program

Object type Standard Tools PBFBI Utility program

FM Dimension InfoObjects(Structures + Data)

Hierarchy Data(Structures + Data)

Direct Update DSOs(Structures + Data)

InfoCubes(structures)

InfoCubes(data)

PBF ABAP Tables(Structures + Data)

Delete backup objects (structures and data)


Upgrade Steps Summary

Backup Data

Platform Upgrade

PBF Upgrade

Install PBF Content

Restore Backup Data

Delete Backup Data

Standard tools

PBF utility tools

NW 7.30 upgrade and patches

PBF ABAP Add-on

PBF Java Add-on

Install PBF 8.0 contentState/Local content (optional)

Standard Tools

PBF Utility tools

PBF Utility tools

Thank you


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Documents

Upgrading SAP Public Budget Formulation (PBF) · 2019. 11. 12. · Standard BI functions provide the functionality. • Requires activating the Authorization Relevant flag in the