SLO Service
Client Merge
Speaker Name SAP Deutschland
Content
System Landscape Optimization (SLO) Client Merge
Conversion approach (Conversion Workbench Migration approach (Migration Workbench) Data transfer
Further Information
SAP AG 2002, Title of Presentation, Speaker Name / 2
Content
System Landscape Optimization (SLO) Client Merge
Conversion approach (Conversion Workbench Migration approach (Migration Workbench) Data transfer
Further Information
SAP AG 2002, Title of Presentation, Speaker Name / 3
SAP SLO
The SAP SLO team consists of experts for SLO issues from all areas of SAP development and consulting
SLO has its own development group and a specialized SLO consulting team SAP System Landscape Optimization
SLO Consulting
SLO Development
Experience from numerous projects + Successful team of consultants and developers Standardized services: The SLO service offering
SAP AG 2002, Title of Presentation, Speaker Name / 4
SLO Service portfolio
Pre-defined services for typical business scenarios
Service description Standardized approach Project plans, document templates Full service (from planning to implementation) Long-standing project experience Extensive knowledge base Configurable, extendable services for new requirements
System Landscape Change Consulting Organizational Structure Change Consulting
SAP Conversion Services / Data Harmonization Cons. Technical Archiving CurrenServices Services cies
SLO-specific tools
Analysis tools Conversion Workbench (CWB) Migration Workbench (MWB)
Use of SAP standard methods and tools
LSMW*, Batch Input, BAPI
* LSMW Legacy System Migration Workbench
SAP AG 2002, Title of Presentation, Speaker Name / 5
SLO Back Office ensures quality and efficiency
SLO project at customer
Project-specific requirements and results SLO is an SAP expert group
Direct know-how transfer from and to other SAP teams / departments
First-hand SAP knowledge
Customer and partner
SLO experts
SLO Back Office
SLO support (services, tools) SLO expert knowledge Experience Consulting Development Service & Support
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SLOs pre-defined, structured approach
Service Delivery
System/ client merge by SLO specialists Standardized phased approach
Transparent definition of objectives and results
Project support by SLO Back-office
Provision of programs for making the required changes, Support during the complete project runtime (normal working hours) and 7*24 h support during conversion of the production system
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SLO facilitates implementation and operation of mySAP Business Suite
Harmonization of structures and processes
More transparency, fewer redundancies mySAP PLM
Sales order processing and distribution Purchasing managem. Maintenance and QM
Unified master data, e. g. customers, vendors, materials Unified controlling structures Unified chart of accounts
mySAP SRM
mySAP ERP
Financials Human Resources Corporate Services Operations
Improved communication and integration mySAP CRM
More efficient information exchange through unified structures
Facilitate cross-system processes
Master Data Management (MDM) Cross-system planning Central purchasing Central / cross-system reporting
Inventory managem./manufacturing
mySAP SCM
SAP NetWeaver
Company reorganization
Merger or divestiture of companies or parts of companies
System creation
Initial load, e. g. for MDM server
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SLO project procedure
Analysis Recommendation
Project management
SLO knowledge and experience Check several possible solutions Recommend the best solution for the given project Reliable estimate of required work
Implementation
Project management
Implementation by SLO experts Application of SLO Services
SLO
Project management
Efficient tool-based analysis of as-is situation Identification and quantification of optimization potential
Proven methods Conversion Migration
Generic environment for development CWB, MWB
Co-operation with other SAP teams if required
Business Consulting
Technical Consulting
Performance Consulting
7x24 Operations
Archiving DB-Migration
...
SAP AG 2002, Title of Presentation, Speaker Name / 9
Overview of SLOs technical methods
Conversion (using Conversion Workbench) Change existing structures within one client / system
Availability of data and document flow for all completed and open transactions in target structure
Migration (using Migration Workbench) Transfer business objects across systems / clients
Add to / change existing structures in target system Availability of data and document flow for all completed and open transactions in target structure in target system
Data transfer (using Legacy System Migration Workbench (LSMW)) SAP standard tool for legacy data transfer Can be used for reorganization purposes
Implement required structures
Copy master data
Transfer selected data (e. g. balances, open items)
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Detailed comparison of the methods
System consolidation general overview
System consolidation
Client transfer
Client merge
Client copy
Migration (MWB)
Conversion solution
Migration (MWB)
Data transfer (LSMW)
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Content
System Landscape Optimization (SLO) Client Merge
Conversion approach (Conversion Workbench Migration approach (Migration Workbench) Data transfer
Further Information
SAP AG 2002, Title of Presentation, Speaker Name / 12
Typical reasons for a client merge
Reduce size of system landscape and simplify it
Make maintenance and administration easier Reduce costs Re-centralize Prepare for e-commerce
Merge companies that currently have their own separate R/3 systems
Harmonize structures and business processes
What is the reason for the given project?
SAP AG 2002, Title of Presentation, Speaker Name / 13
Content
System Landscape Optimization (SLO) Client Merge
Conversion approach (Conversion Workbench Migration approach (Migration Workbench) Data transfer
Further Information
SAP AG 2002, Title of Presentation, Speaker Name / 14
Basic facts on the conversion method (for client merge)
A client merge by means of the conversion method...
... Affects the complete dataset of a client
... Cannot be restricted to certain parts of the data
E. g. individual fiscal years or applications
... Is not related to a key date ... Is not related to any SAP transactions
No logical validation (SAP standard checks) No change documents are created
After the conversion, the target client will look as if it had always been like that
SAP AG 2002, Title of Presentation, Speaker Name / 15
Client Merge - Principle
Source client remains in the system, but is no longer used productively Target client contains all relevant data from the source client after the conversion and looks as if it had always been like that
System B
System B
Client 010
Client 010
Client 020 Client 020
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Client merge by means of conversion approach
ALL master and transaction data from the source client is transferred to the target client
Depending on conditions at the outset of the project, this may involve a huge renumbering effort!
Customizing settings of target client have priority
Settings from target client are not changed Different settings from source client are discarded Additional settings from the source client are transferred to the target If you need to keep any settings from the source client, or change settings in the target client, this requires additional work in the preparation phase
Conflicts are found during the pre-analysis
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Client merge by means of conversion approach
Organizational units from the source client are transferred to the target client without being changed in any way
Organization al units need to be disjoint, that is, each ID may occur only once in all affected clients organizational units can be renamed by means of conversion if necessary
Example: In both the source client and the target client, there is a controlling area 0001 one of these (normally the one from the target client) needs to be renamed
If required, lower-level structures (e. g. controlling areas) can be merged later on
System S001
System S001
MANDT M001
MANDT M002
MANDT M003
MANDT M001
MANDT M003
KOKRS K001
KOKRS K002
KOKRS K003
KOKRS K004
KOKRS K005
KOKRS K001
KOKRS K002
KOKRS K003
KOKRS K004
KOKRS K005
SAP AG 2002, Title of Presentation, Speaker Name / 20
Client merge by means of conversion approach
Basis package for client merge already contains solutions for several typical tasks, such as
Renaming of clients, logical systems, FI document types, ledger numbers Automatic renumbering of transaction data Automatic renumbering of documents, change documents, conditions Renumbering of CO objects
Solutions for additional project-specific tasks (renaming, changing number ranges) are developed using the Conversion Workbench
Standardized definition of conversion logic for a given task
Implementation of necessary changes by means of generated conversion programs
SAP AG 2002, Title of Presentation, Speaker Name / 21
Client Merge: Structure of the technical concept
Basis package for client merge
Pre-defined solutions that can be included in the project if required
Project specific additional development
Size of individual components depends on requirements in the project!
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Client Merge: Restrictions
The following data will NOT be considered in the standard version of a client merge:
R/3 User master data, authorizations, profiles and activity groups
New authorization concept is needed! Spool, Batch Input, jobs
R/3 System tables
ABAP queries
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Specifics
Archives can be converted by means of SLO Archiving Services. Without an archiving conversion
Only the technical view of SAP Archive Information System (SAP AS) will be fully available Unrestricted access to archives from the applications and via reporting is no longer guaranteed after the conversion
Authorizations and Authorization objects are not converted
Manual adaptation required after the merge
Data from HR (Human Resources) is not covered by the standard
service, but can be included if necessary
Often it is possible to change the relevant HR data using standard functions
Data from Industry Solutions and other mySAP Business Suite products is not covered by the standard service, but can be included if necessary
Details need to be analyzed and discussed on project basis
SLO Technical Services are available e. g. for Analysis of report variants Doing a Coding Scan
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Prerequisites
The conversion blueprint must cover all applications and systems that are linked via interfaces
E. g. all clients that belong to an ALE integrated system E. g. related systems (non-R/3 systems) for reporting, consolidation etc. Make sure that data exchange between the systems will work correctly after the merge
Preparation of tests is an important part of the conversion blueprint!
Define general test procedures Define test procedures for business processes Provide test data and reports for reconciliation/comparison such as
Balance sheet, account balances, ...
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Technical prerequisites
Access to server SAPSERV<X>
Transports provided by SLO must be imported
OSS connection
Test conversion and conversion of production system are usually done via remote connection Users with the necessary authorizations must be provided (SAP_ALL, if possible)
Data backup prior to conversion
It must be possible to reload the data backup in case problems occur during the conversion!
System settings for the conversion
Change system parameters for the conversion
Note 534036 System settings for conversions and Note 376787 Technical documentation for 4.0 Conversions
Other settings at database and operating system level
SAP AG 2002, Title of Presentation, Speaker Name / 26
Technical background
Conversion using clusters
Can be restarted Does not depend on size of individual tables
SAP AG 2002, Title of Presentation, Speaker Name / 27
Client Merge: Procedure
Project phases (high-level)
Technical analysis of the system shows feasibility of the conversion and project scope
A task list for unification of Customizing and master data is created Maintenance of control tables, e. g. for converting document numbers and number ranges; project-specific development (if required)
Draw up a blueprint for the conversion and have it accepted
Several test conversions and thorough tests of conversion results Customizing freeze before last test conversion
Do not introduce e. g. new applications, tables or business transactions
Only approved transports
Otherwise: Problems may occur during production conversion
Conversion of production system
Timeline
Depends on numerous factors (e. g. database size, hardware, requirements) For details, see next slide
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Client Merge: Procedure and duration of individual steps (according to experience)
1. 2. Analysis: One to four weeks (and even longer for very complex projects) Decision in favor of one solution, specification of project procedure: Depends on workflows within customer company; usually about four weeks
(If necessary, consider also time required for client transfer!) 3. 4. 5. 6. Project-specific development: Depends on requirements found during analysis Client Merge: Technical cycle without subsequent acceptance tests: Five weeks Client Merge: First test run with subsequent acceptance tests : Five weeks Client Merge: Second test run with subsequent acceptance tests : Four weeks
(If necessary, four weeks for each additional test run) 7. Client Merge: Last test run with subsequent acceptance tests : Four weeks
8.
9.
Client Merge: Preparations for production conversion: One week
Client Merge: Production conversion and post-processing: One week (production conversion itself is done at week-end)
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Test conversion
Prerequisites
Tasks as defined after the analysis must be completed
Preparation for test conversion
Provide test system (customer)
Test system = Copy of production system (the more recent, the better) Hardware and application data are comparable to those of the production system Test system should be available exclusively for conversion purposes during the complete project duration
Import necessary transports
Reliability of the runtime estimation for the production conversion is determined by similarity between test system and production system
As a rule, a reliable runtime estimation is not possible until after the first test conversion
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Conversion of production system
Preparation
Import the transports provided by SLO and the customer-specific modifications (e. g. test results)
Execution
Conversion is usually done during a weekend so as not to interfere with daily business
Project team members must be available! This refers in particular to the system administrator
Operating system maintenance, database, SAP Basis such as transport system...
System lock
Production system is locked during data conversion
System lock covers all clients in the system! No other work is possible at that time even in clients that do not participate in the conversion
System lock is not lifted until test of results has been successfully completed
Data backup prior to conversion
It must be possible to reload the data backup in case problems occur during the conversion!
SAP AG 2002, Title of Presentation, Speaker Name / 31
Client Merge: Test
Test of conversion results is sole responsibility of customer
Define suitable test procedures (customer)
Tip:
Compare lists (status before and after conversion)
Account balances for G/L accounts, customers, vendors Open items lists for G/L accounts, customers, vendors Asset history sheet, list of stock values for assets Inventory management list for stock account Special Ledger ...
SAP cannot provide test plans and procedures for all possible constellations
Project members test conversion results using the defined test procedures
Scope of tests is similar to those that are normally done after a system upgrade How many and which tests are required depends to a large extent on the specific conditions in the affected SAP system Tip: Have a look at documentation requirements and recommendations for testing that apply for the Euro conversion and adapt them accordingly
Test business processes
Customer confirms in writing that test conversion was successful This confirmation is a mandatory prerequisite for the production conversion
e. g. depreciation posting runs, purchasing process from purchasing requisition to goods receipt, sales process from customer request to delivery / returns, ...
SAP AG 2002, Title of Presentation, Speaker Name / 32
Client Merge: Main tasks of project team (customer)
Collaboration of customer (project team) is needed:
For evaluation of analysis results As contact persons for questions (business-related as well as organizational)
Customer is responsible for:
Change management (e. g. information for end users) Adaptation of authorization concept Check interfaces with third-party and downstream systems and adapt them if necessary Provide test system
Check results of the conversion
Provide system administration/ basis support (e. g. data backups)
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Allocation of tasks in SLO projects
Project team (customer)
Specialists from application departments
Business and organizational issues
Conversion blueprint Mapping tables (if applicable) Information on customer-specific tables and programs
Test results of conversions
The members of the project team must be available during the complete project duration
This applies in particular to the weekend of the production conversion
System administrators / IT staff
Technical issues
Information on customer-specific tables and programs
Provide test system Import necessary transports Transports from test system to production system OSS connection and user System settings (number of batch processes, tablespaces)
Technical prerequisites
and also for staff from third parties (if IT administration is outsourced)
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A lot of experience with conversion method After the creation the SLO team in 2000, the conversion method proved its worth in about 700 SLO projects
Chart of Accounts Conversions
Fiscal Year Conversions Material Number Conversions ....
Plus more than 6000 Euro conversions in which the conversion method was used as well
About 25 SLO Client Merges using the conversion method have been carried out to date (starting in 2000)
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Content
System Landscape Optimization (SLO) Client Merge
Conversion approach (Conversion Workbench Migration approach (Migration Workbench) Data transfer
Further Information
SAP AG 2002, Title of Presentation, Speaker Name / 36
Client Merge by means of Migration Workbench Principle
MWB system
System B System A
Client 010 Client 020
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Migration Workbench (MWB)
Access plan
Run / Restart info
4711Johnnie W 1881Jim Beam
Controller
0001Johnnie W 0002 Jim Beam
Data reader (client)
Data converter
Data reader (server)
Data writer (client)
Data writer (server)
Sender
MWB
Receiver
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Content
System Landscape Optimization (SLO) Client Merge
Conversion approach (Conversion Workbench Migration approach (Migration Workbench) Data transfer
Further Information
SAP AG 2002, Title of Presentation, Speaker Name / 39
Data transfer
LSMW Legacy System Migration Workbench
General remarks
The joint client is newly created in Customizing together with the related lower-level SAP organizational units Selected data is transferred
Copy master data Transfer account balances, open items etc. Data from completed and open processes is not transferred
Old data can only be accessed via old structure Document flow is destroyed Open business transactions are transferred explicitly Can be a problem particularly for companies with complex logistics and/or long-term processes or projects
The new joint client is used as of a key date
The source client is not used any more but are still visible in the system(s)
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Data transfer
LSMW Legacy System Migration Workbench
Technical details
Objects / data that are relevant for the migration are identified basically by means of analysis of the Business Objects and processes
LSMW is a standard tool for transferring data from legacy systems (third-party) to SAP R/3 systems
It must be possible to extract the data from the source system and provide it in files
Data is imported into the SAP system by means of standard transactions
E. g. Batch Input, Call Transaction, Direct Input, BAPIs or IDocs SAP standard checks for consistency and correctness are made
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Data transfer
LSMW Legacy System Migration Workbench
Project steps (high-level description)
Analysis of Business Objects and processes shows project scope Export relevant data
Existing solutions can be re-used Specify source, target and conversion rules for all relevant data
The most frequently used conversion rules are pre-defined
Map the old structure to the new one (LSMW)
Change business processes
(Several) test migrations and thorough test of results Migration into production system
Duration
Normally about four to six months
LSMW in detail
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Legacy Migration Workbench (LSMW)
One or several files Legacy data on PC Legacy data on application server
Read data
READ_DATA
Structure relations Field mapping Conversion rules
Converted data
CONVERT_DATA
SAP Standard Batch Input processing
Direct Input processing
IDoc inbound processing
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Content
System Landscape Optimization (SLO) Client Merge
Conversion approach (Conversion Workbench Migration approach (Migration Workbench) Data transfer
Further Information
SAP AG 2002, Title of Presentation, Speaker Name / 44
Further information
SAP Service Marketplace
http://service.sap.com/slo
General enquiries
Send an e-mail to slo.consulting@SAP.com
Conditions and prices
Contact the responsible local SAP Subsidiary
SAP AG 2002, Title of Presentation, Speaker Name / 45
Questions? Remarks?
SAP AG 2002, Title of Presentation, Speaker Name / 46
