Cloud Data Migration - Transcript
Cloud Data Migration - Transcript
openSAP
Migrating Data to SAP S/4HANA Cloud, Public Edition
Unit 1
00:00:06 This is our openSAP course, Migrating Data to SAP S/4HANA Cloud, Public Edition.
00:00:12 A very warm welcome from my side. My name is Claudia Gemm.
00:00:16 I'm from the Product Management of the Data Transformation and Data Migration team,
based in Walldorf.
00:00:23 My colleague, Elizaveta, and I will guide you through this one-week course. I'm happy to
start with this first unit,
00:00:30 introducing the data migration. First of all, let's have a look
00:00:39 at the learning objectives of this course. We are covering this week the data migration to
SAP S/4HANA Cloud, public edition.
00:00:48 This course is intended for users that are not that much experienced in data migration and
need to know the basic principles.
00:00:58 By the end of this week, you will be able to explain what data migration is,
00:01:03 what the different steps during a migration process are, and how to use the tool SAP
S/4HANA migration cockpit.
00:01:13 You will get a deeper knowledge of how you can use staging tables with XML and CSV
template files
00:01:19 to bring your data from your old legacy system into the public cloud. Furthermore, you will
be able to find further resources
00:01:29 that support you in your data migration project. In addition to this course, we have also
prepared a second openSAP course
00:01:39 called Migrating Data to SAP S/4HANA Using the Migration Cockpit, which starts on the
27th of September this year.
00:01:50 This course will cover details of migration cockpit related to SAP S/4HANA and the SAP
S/4HANA Cloud, private edition.
00:02:00 This three-week course deals with the functionalities there, including the different migration
approaches,
00:02:06 as well as the modeling environment. But now back to our course this week.
00:02:17 In this first unit, we will cover the transition scenarios of new implementation. What does it
mean?
00:02:25 We explain the data migration requirements, we have a look at the SAP Activate
methodology,
00:02:31 and I will show you the data migration landing page where you can find all the necessary
information you need.
00:02:42 To get to SAP S/4HANA, we see the three different transition scenarios,
00:02:48 which are probably already well known. SAP has two distinct products that can be deployed
00:02:56 as the cloud ERP core of the organization, the SAP S/4HANA Cloud, public edition,
00:03:02 and the SAP S/4HANA Cloud, private edition, which also comprises SAP S/4HANA on
premise.
00:03:12 We will not go into detail in these scenarios, but looking at the right-hand side
00:03:19 where the different target systems are listed, SAP S/4HANA Cloud, public edition,
00:03:25 which is our focus this week, is only available for new implementation environments.
00:03:37 The new implementation means to start with a new SAP S/4HANA Cloud system
00:03:42 for SAP S/4HANA in the on-premise environment, which is highly standardized
00:03:48 with pre-configured business processes. These best practice processes, based on the clean
core,
00:03:56 mean the standardized processes are always on the latest release in the cloud,
00:04:02 and the cloud provider manages the infrastructure. SAP S/4HANA Cloud, public edition is
the cloud-native ERP
00:04:12 that delivers the latest industry best practices and continuous innovation.
00:04:19 During this week, we will focus on how you will get your master in transactional data
00:04:25 that's needed to run your business processes into the new system. So what is our starting
point?
00:04:36 You decided to go with SAP S/4HANA Cloud, public edition. This means you have activated
your business process content and local versions,
00:04:47 defined the organizational structure, and completed product-specific configuration
00:04:54 for the SAP S/4HANA Cloud system via SAP Central Business Configuration, the CBC.
00:05:02 Now the question is, what do you need to run your business processes? The answer: data.
00:05:32 Data migration is the process of selecting, preparing, extracting, and transforming data,
00:05:39 from one computer storage system to another. Additionally, the validation of migrated data
for completeness
00:05:47 and the decommissioning of the legacy data storage are considered part of the entire data
migration process.
00:05:57 Data migration is a key consideration for any system implementation, upgrade, or
consolidation,
00:06:04 and it's typically performed in such a way as to be as automated as possible,
00:06:10 freeing up human resources from tedious tasks. This brings us now to the new topic,
00:06:16 your data migration requirements. What are your requirements with regard to data
migration?
00:06:28 What are the source systems of your data? Which type of source systems are in place?
00:06:34 Do you have a central master data management? And further on, which data is needed
from your source system
00:06:42 to operate the SAP S/4HANA the way you want? Another question, migrate the data as is,
00:06:51 or is there a need to transform them on the fly? Are there any changes needed?
00:06:58 Is there any improvement in the data quality necessary? And the team, who needs to be
involved?
00:07:04 Who can make the decisions needed, and who are the major stakeholders
00:07:09 in your data migration project? A lot of questions to be considered.
00:07:16 The goal of a data migration project is not simply to move and transform data from one
system to another.
00:07:23 It is to ensure that the moved data is of high quality, is fit for use, and supports the
underlying business processes and operational goals of the organization.
2 / 37
00:07:38 In the next slides, you'll find resources that support you. There are different sources of
information to support you
00:07:47 in your data migration process. First, there is the SAP Activate methodology,
00:07:53 our roadmap viewer. Here, you have access to implementation guidance
00:07:58 for your digital transformation. You'll get an overview of activities
00:08:02 in the different phases of the roadmap. You can view and download all the assets and
accelerators
00:08:10 that are relevant for your specific situation. Second, you can use the process navigator
00:08:17 to consume the SAP Best Practices. It will enable you to optimize your project
00:08:24 with ready-to-run business processes. And last but not least,
00:08:29 our data migration landing page in the SAP Help Portal. Here, you can find all materials
related to the migration cockpit.
00:08:38 For example, the documentation, trainings, and deep dives. Let's have a closer look at the
different capabilities.
00:08:51 The implementation methodology for all SAP S/4HANA implementation projects is SAP
Activate.
00:09:00 The SAP Activate methodology includes a structure of project phases, tasks, and
deliverables
00:09:07 that vary based on the solution you are implementing. You will find this methodology
structure in the SAP roadmap viewer.
00:09:17 It is a central tool that guides your SAP S/4HANA implementation project by providing
specific instructions,
00:09:27 and supporting accelerators to help you execute tasks and deliverables throughout each
implementation phase and after go live.
00:09:38 The content is continuously updated to provide current and accurate information. The
structure of SAP roadmap viewer includes the phases,
00:09:49 the different stages of the project. At the end of each phase, a quality gate exists
00:09:55 to verify the completion of the deliverables. Deliverables are the outcomes that are delivered
during the course of the project.
00:10:06 Several deliverables are included within a phase. The tasks are activities to be performed.
00:10:15 One or several tasks comprise a deliverable. The work stream is a collection of related
deliverables
00:10:25 that show time relationships within a project and among other streams. Streams can span
phases,
00:10:33 and are not necessary depending on phase starts and ends. Finally, there are the
accelerators, which provide assistance
00:10:44 in the form of how-to guides, best practice recommendation, prescribed templates, and links
to learning materials.
00:10:54 Accelerators can be linked to phases, deliverables, or tasks. On this slide, you see different
activities related to data migration.
00:11:06 For data migration, you find activities and tasks in the workstream data management for the
phases prepare, explore, realize, and deploy.
00:11:17 Let's have a look. Here, you see the roadmap viewer,
00:11:24 and you can jump in, and here we go. Choose the right one.
00:11:36 And if you now select the data management here, you see we have our tasks
00:11:43 in the prepare, explore, realize, and deploy phases. And if you jump in, you find here all the
necessary tasks,
00:11:53 and go deeper, you have also your different accelerators. Let's get back to our presentation.
00:12:13 The process navigator by SAP provides access to all SAP Best Practices solutions.
3 / 37
00:12:19 It is a free service integrated into SAP for Me to make it easy to access SAP solution
scenarios,
00:12:27 solution processes, and contextual process information, such as integration, applications,
00:12:34 and implemented solution capabilities. Such solution process information in process
navigator
00:12:42 can include description of solution processes including business benefits and key process
steps.
00:12:49 The solution process flow is a representation of the business process to show the user
actions
00:12:55 and flow of data between apps. A test script describes a procedure for testing
00:13:02 according to the defined business process. Setup instructions illustrate a guidance
00:13:09 with instructions to complete setup activities required for the solution process to function
correctly.
00:13:20 This document is only relevant for certain processes, and often includes integration
activities
00:13:25 that must be completed before the test script can be executed. On the data migration
landing page,
00:13:36 you can jump into a wide area of information. We not only provide the documentation
00:13:42 for the migration cockpit itself, but also more additional materials
00:13:47 like development news, training, or access to the community.
00:13:53 On these pages, you'll find valuable information, even if you have not yet started your
migration project.
00:14:04 With this slide, our first unit ends. Now you understand why data migration is so important.
00:14:11 You are aware of how the SAP Activate methodology supports you, and how to find further
additional information.
00:14:20 Data migration is one key task during the transition to SAP S/4HANA.
00:14:26 Unfortunately, it is often underestimated, and can't be done by just pressing a button.
00:14:32 Make sure to understand your data migration requirements early, and plan for it accordingly.
00:14:40 In our next unit, I will explain why the SAP S/4HANA migration cockpit is your tool of choice.
00:14:47 Many thanks for your attention, and see you soon.
4 / 37
Unit 2
00:00:06 Welcome back to our second unit, with the topic, the tool of choice, SAP S/4HANA
migration cockpit.
00:00:13 My name is Claudia Gemm, and I will guide you through this session.
00:00:20 Let's have a look at the agenda. I will give you an introduction to the migration cockpit,
00:00:26 including the overall migration process. Further, we will focus on the data migration objects,
00:01:43 which is our migration scope. Executing the mapping, the simulation,
00:01:50 and finally the real migration fun at the end. The migration cockpit covers the automated
mapping logic
00:01:57 between source and target system. Coming from any legacy system,
00:02:03 the data will be assigned automatically to the data structure of the S/4HANA data model.
00:02:12 Providing such a migration tool should lower your migration time and costs.
00:02:18 And as long as you keep working with the standard objects, no development skill is
required.
00:02:27 If you have a necessary adoption of your migration content, there is a modeling environment
available
00:02:34 where you can adapt objects to your own needs. Please note, in the cloud environment,
00:02:41 there is only a restricted scope available. You have already learned the complete migration
process
00:02:50 is integrated in our SAP Activate methodology, where you can find guidance to support you
00:02:57 during your migration project. This we have seen in unit one.
00:03:04 The pre-configured migration content, meaning our migration objects,
00:03:08 covers all the necessary migration business objects. You will need to apply your business
process in your system.
00:03:21 For what purpose is the migration cockpit designed? It is an initial data load tool
00:03:28 in the new implementation scenario. We only load master data and open transaction data.
00:03:35 Please keep in mind, historical data are not covered in a greenfield environment. We ensure
the full coverage of the migration objects for best practice processes,
00:03:48 and the migration cockpit is the only option to load data into the cloud. What is out of
scope?
00:03:58 It is not built to keep data in sync across systems, so there is neither data replication
5 / 37
00:04:03 nor continuous exchange of data between systems. Data cleansing is also not part of the
migration cockpit.
00:04:12 It is currently not supported to migrate data directly from SAP S/4HANA to SAP S/4HANA or
SAP S/4HANA Cloud.
00:04:27 A few more additional words on the migration of historical data.
00:04:32 Why do we not move historical data in a new implementation scenario?
00:04:36 The public cloud implementation is, by definition, a new implementation,
00:04:41 which means starting with new, clean business processes and leaving the old world behind.
00:04:49 From a functional perspective, the S/4HANA public cloud edition does not require
00:04:55 any historical data in order to work correctly. To make it more transparent,
00:05:01 do you remember the last time you had to move house? Which of all these boxes full of not-
required things
00:05:08 did you actually unpack in your new house? We are starting in a new implementation area
in the public cloud,
00:05:16 meaning you probably make a business process re-engineering and start from scratch.
00:05:24 In addition to this, you see some example to make it more clear.
00:05:30 The migration of closed documents leads to postings that are already included in the
balances.
00:05:37 There are simply no open items for those documents anymore. Or for partially open items,
00:05:44 only the remaining quantities or values should be migrated. Let's step into the migration
process.
00:05:55 You see here an overview of the different steps. You start with selecting the migration
objects.
00:06:03 With activating your scope items, that means defining your business processes,
00:06:08 you have all necessary migration objects provided in the migration cockpit.
00:06:14 You can select them as per your needs. The list of migration objects provided
00:06:19 in the migration cockpit can differ. Therefore, from the list of all available migration objects,
00:06:25 you only get to choose from the migration objects that relate to your activated scope. The
second and big step is to get the data relevant
00:06:39 for the load in the target system. For this activity, you can use the template files,
00:06:45 which are provided for each single migration object. We will have a closer look in the next
unit.
00:06:53 The third step is map and transform data. If you have the requirement to rename
00:06:59 or renumber a single object, you have an action point here. For example, you define a new
cost center hierarchy
00:07:06 and need to transform them from old to new. As we use standard APIs to post the data into
SAP S/4HANA,
00:07:17 all logical checks are performed to guarantee consistent data.
00:07:23 During the simulation, data is not posted yet to the database, only simulated, and in this
phase, you can check if the objects have all necessary information
00:07:34 so that they can be processed by the underlying API. In case of errors, for example a field
entry has the wrong format
00:07:44 or a mandatory field displaying, you can correct them and run the simulation again until all
errors are solved.
00:07:51 As a final step, you execute the migration. I already talked about the migration object.
00:08:03 What is a migration object? Each migration object represents a business entity
00:08:09 in your S/4HANA system. Very popular objects are customers, sales orders,
00:08:16 or G/L account balances, open items. They encapsulate the logic
6 / 37
00:08:23 to create the specific business entities through the corresponding APIs.
00:08:30 They are delivered by SAP based on SAP Best Practices configuration
00:08:34 and ready for immediate use. We categorize them in master data and transactional data.
00:08:43 As you already know, historical data are not in scope. All migration objects contain the rule
00:08:51 for handling values from source to target, which is called mapping or field mapping.
00:08:58 And if we are talking about the migration content, then we talk about the sum of all migration
objects
00:09:04 available in the migration cockpit. What about updates on migration objects?
00:09:13 Updates are shipped automatically by SAP. For instance, when a new standard field
00:09:19 was defined as migration relevant and thus added to the relevant migration object.
00:09:26 In this case, you were prompted to perform an update in your migration project
00:09:30 if such an updated object is already in use. Where can I find information about the migration
objects?
00:09:42 In our first unit, I already showed you our SAP S/4HANA migration landing page.
00:09:50 On this landing page, you can find the object-based information,
00:09:54 which leads you to the object where you can search for object information you need.
00:09:59 Let's have a look in the SAP Help Portal. Here you can see a list of the available migration
objects.
00:10:09 So you can click the link of the single migration objects. Let's choose the customer.
00:10:19 And here you see some general information, what is in scope, what is out of scope,
00:10:26 what is not covered, features, and all the dependencies, and, if necessary, some general
migration information.
00:10:38 And if you scroll down to the Post-Processing section there you can find the information
00:10:48 how to validate your migration in your new system. So you see the app that is required,
00:10:59 and also the business role that is required to display this information.
00:11:08 Good. Let's go back to the slides.
00:11:16 Even if you do not have access to your S/4HANA system, you can already check what is in
scope
00:11:22 for a single object or what are the pending objects. This supports you to plan your initial load
00:11:30 at a very early point in time in your data migration journey. With this slide, I want to explain
one big advantage
00:11:43 of the migration cockpit, the automated mapping between source and target.
00:11:48 Mapping means to assign source values that were extracted from the source system
00:11:54 to the values and formats of the SAP S/4HANA system. You see an example here.
00:12:01 The migration cockpit is shipped with this information by using one-to-one mapping or rules,
00:12:06 which are already predefined. The mapping itself needs to be maintained once in a project
00:12:13 and will be used for all migration objects assigned. This helps to reduce errors in the
preparation.
00:12:21 Providing such an automated mapping makes it not necessary to provide source data in a
format SAP S/4HANA would expect.
00:12:35 The last step in our migration process is to simulate and migrate.
00:12:40 Data is posted to the SAP S/4HANA system using standard APIs. Therefore, data is created
like it would be created
00:12:49 when entered manually in the system. All logical and semantic checks are done in the API
7 / 37
00:12:56 and keep the system consistent after the data load. During the simulation process, no data
is written to the target SAP S/4HANA system,
00:13:06 but you can view all the messages that would occur during an actual data transfer.
00:13:11 For example, information about a cost center that does not exist. Objects can be simulated
or migrated one by one.
00:13:22 It is important to keep any dependencies between objects in mind. A typical example is
master data before transactional data.
00:13:34 There is no migration at database level. It is possible to simulate or migrate only specific
migration object instances,
00:13:45 single instances, or a set of instances, and this is very useful, especially at the beginning of
a migration project.
00:13:59 Now we reach the end of the unit two of our course. You have now an overview about the
migration process
00:14:06 in the SAP S/4HANA migration cockpit. I have explained what the migration cockpit is used
for
00:14:13 or even not. And finally, you know where to find information
00:14:18 about the migration objects. In our next unit,
00:14:22 I will demonstrate the described process in a system. Many thanks for your participation.
00:14:27 Goodbye, and see you soon.
8 / 37
Unit 3
00:00:06 Welcome back to unit three of our openSAP course. Now, we are finally getting started with
the migration cockpit.
00:00:14 My name is Claudia Gemm, and I will be your guide through this very hands- on unit.
00:00:22 We have a very short agenda in this unit. Before I show you a demo in the system,
00:00:27 we will have a look at the system setup. You access the Migrate Your Data migration
cockpit app
00:00:38 from the launchpad. When you open the app,
00:00:41 in an SAP S/4HANA Public Cloud system, the migration approach is migrate data using
staging tables.
00:00:49 A staging table is a database table used to store your business data to be migrated.
00:00:58 There are different possible options to work with these staging tables.
00:01:04 The standard way is to use template files, either XML or CSV.
00:01:10 Another possibility is using an ETL tool of your choice to fill the staging tables.
00:01:17 This will be discussed in unit eight. So now, how does it work with the template file?
00:01:27 The users create one or more migration projects in the Migrate Your Data app
00:01:32 and assign the relevant migration objects to the project. For each migration object,
00:01:40 you download the corresponding template, open and populate the template,
00:01:45 then upload the template file and follow the guided migration steps
00:01:50 to correctly map and complete the migration. SAP delivers template files for migration
objects
00:01:59 in the SAP S/4HANA migration cockpit. You can download the file in XML or CSV format
00:02:06 and open the file in Microsoft Excel. Working with the migration cockpit
00:02:13 requires special authorizations. The role SAP_BR_CONFIG_EXPERT_DATA_MIG
00:02:21 is required, and additionally, the corresponding business catalog roles
00:02:25 for each of your migration objects, which is described in the individual object documentation.
00:02:35 Let's have a look at what the system setup with a local SAP HANA database connection
looks like.
00:02:43 This is our starting point. On the left-hand side, you have your source data stored in any
kind of legacy system.
00:02:52 On the right-hand side, we see the SAP S/4HANA public cloud system,
00:02:58 where the migration cockpit is already available. The S/4HANA system has an integrated
SAP HANA database,
00:03:09 where all application tables are located. So now, what happens when you use the migration
cockpit?
00:03:19 First, when you create the migration project, you are asked about the location of the
database
00:03:25 for the staging tables. As mentioned, the standard use case is to use
00:03:31 local SAP S/4HANA database schema. As soon as you select the migration objects
00:03:41 that are in scope for your project, the corresponding staging tables are created
automatically.
00:03:47 The number of staging tables for one migration object can vary depending on the underlying
table structures.
00:03:55 A customer master has much more structures and more staging tables than a cost center.
00:04:07 You fill these staging tables via XML or CSV template files.
9 / 37
00:04:12 This is a topic in one of the following units. The migration cockpit gets read access to the
staging tables
00:04:22 and consequently, to the data uploaded in these. During the data load,
00:04:32 meaning during the step migration in our process, the migration cockpit uses APIs to insert
the data
00:04:38 into the corresponding application table. Afterwards, the migration cockpit sets a status
update
00:04:48 for each process record in the staging table. Example, process or error.
00:04:54 Amongst others, the status set is important to avoid further migration of already loaded data.
00:05:01 This is valid within one project, as the staging tables are assigned on project level.
00:05:11 Let's jump finally into the system. In this demo, I will show you how you can use
00:05:16 the SAP S/4HANA migration cockpit to migrate your data using the staging tables.
00:05:26 This is an SAP S/4HANA cloud public edition system in the Horizon theme.
00:05:33 You open the Migrate Your Data app. This will bring you
00:05:41 to the Migration Projects overview screen, where you can view all the migration projects
00:05:47 that already exist in the system. We define a filter to reduce the number of projects
displayed.
00:06:01 Let's create a new project. You see two entries here.
00:06:11 The first one, Migrate Data Directly from SAP System, is not yet generally available.
00:06:17 Further details and outlook will be explained in the last session of this course. We are
focusing in the next units
00:06:25 on the Migrate Data Using Staging Tables, shortly called Staging Tables.
00:06:31 Therefore, we choose this entry. This will take you to a two-step procedure.
00:06:42 Under General Data, you specify a name for your project. Let's call it openSAP Staging
demo.
00:06:58 You decide whether you want to create staging tables in an internal schema of the SAP
S/4HANA Cloud system
00:07:06 or in a remote SAP HANA database schema. Our use case is to use
00:07:13 the local SAP S/4HANA database schema. Press enter.
00:07:18 The second step will appear. Under Migration Objects,
00:07:25 you can find a list of all delivered migration objects depending on your scope items
activated.
00:07:33 For more information about the migration object, you see here the documentation.
00:07:40 And also, you see the predecessors that are relevant for the single objects.
00:07:46 So you can click and you get the list of the predecessors. Now, for our very simple example
project,
00:07:58 we select the migration objects bank and cost center. You can also use the search bar on
the top,
00:08:09 and you can even drag and drop your object, or move with the arrows.
00:08:20 We click Review. And now, we see the information about the predecessors,
00:08:28 which I'm able now to add or even not to add. We choose Do Not Add.
00:08:35 In this screen you have the chance to edit again your general data,
00:08:40 or you can also add further migration objects. So for us, everything is fine,
00:08:47 and we create the project. This brings us back to the Migration Project overview screen
00:08:57 with all the projects listed. To open the project, just simply click.
00:09:06 This is the migration project screen, the one that gives you an overview on the whole project
10 / 37
00:09:13 and also guides you through the complete migration process. You see, they are currently
not ready for processing.
00:09:23 This means the standard objects will be copied to your migration project,
00:09:27 so you can work with them independently. The first column, you find the migration object.
00:09:36 In our case, only the two, bank and cost center. And the next column, Data, indicates how
many staging tables were created.
00:09:50 Furthermore, there are columns like Mapping Tasks, Simulation, and Migration.
00:09:57 And in the Action column, you find a dropdown list
00:10:03 for all steps to be performed for the migration. The system proposed the next logical step.
00:10:13 At the very top you find different buttons like Monitoring, Mapping Tasks, Job Management,
Settings,
00:10:21 and also, for Finished Project. But this is now only some words
00:10:28 on the general layout of this screen. We now want to proceed with our project.
00:10:37 The staging table is empty. We have zero instances.
00:10:45 We need to populate them with data now. And the system proposed Download Template.
00:10:55 You find two different options here, XML or CSV. Template files are provided by SAP
00:11:02 for every pre-delivered migration object. For now, we go for XML, and more details on the
CSV files will be presented in the next unit.
00:11:18 So we open our file. And now you see...
00:11:27 Better. You have different worksheets here.
00:11:32 In the first one you have an introduction that provides you detailed information
00:11:39 about how to enter the expected data. So please read this carefully.
00:11:48 In the Field List worksheet, you have a list of all fields used in this migration object,
00:11:57 including the information on mandatory fields. So this is a very simple object.
00:12:05 You can have many more fields and more worksheets as for different data structures.
00:12:15 And finally, we have the worksheet for the real bank master, where we can now enter our
data.
00:12:23 Important, in row 8 is more information about the expected
00:12:35 format length of the different fields. And you see here,
00:12:42 the columns with the star are the mandatory fields. So, we see here, for instance,
00:12:53 the bank key, here are examples that the length must be specific for different countries.
00:13:02 So we take this example, and so, okay, we have a German bank, DE, Germany.
00:13:09 And we have a length of eight. So we just simply enter eight numbers here.
00:13:23 And we have an Italian, which have, we see here, a length of 10.
00:13:40 Okay, and here we have our, openSAP Bank DE.
00:13:51 And the openSAP Bank for Italy. Now we can enter maybe...
00:14:02 Also, it's not mandatory but we do this, we have it here, Walldorf.
00:14:08 And the Italian one is located in Rome. So, we do not have more fields with the star here.
00:14:17 You can check this also again here, we have three mandatory fields,
00:14:21 these are the very beginning ones. And now we can save this.
00:14:25 It's important that you keep the provided format. Say yes.
00:14:32 And now, we jump back to our migration project.
00:14:42 And you see here, the next activity is to upload the file. So we can do this, you can use here
the upload.
00:14:56 And here we have a drag and drop possibility. And now you see a validation is scheduled
00:15:05 where the system checks if, for example, all the mandatory fields are already filled.
11 / 37
00:15:12 And finally, we have the information that the transfer was done successfully.
00:15:21 Okay, let's go back to our project. And now you see here we have two instances
00:15:27 uploaded in our staging tables. So now the next activity is prepare.
00:15:38 This is a very important step. It's a technical step, which needs to be run
00:15:44 every time you have entered data or changed data in your staging table. You see in the
running activity, there's a job planned.
00:15:59 You get also the information here. And as soon as the preparation is done,
00:16:06 we can move on with the next step. You have also the possibility to jump into the
Monitoring,
00:16:13 where you can see all the jobs already done, or even still running, and our Prepare step is
now completed.
00:16:23 So if you move back to the project. You see now, the next tasks are the Mapping Tasks.
00:16:30 We have two open tasks to be checked, if necessary adjusted,
00:16:36 or even finally confirmed. So you can jump into it by choosing the next activity or you can
also go here,
00:16:48 click this link and you see we have the two mapping tasks that need to be confirmed.
00:16:56 If you are at the end of the project, you can confirm these tasks directly,
00:17:06 if you choose all and confirm it here. But at the beginning of the project,
00:17:12 you should always go into the single mapping task, check the values,
00:17:17 and confirm them or not. So here you see you have the chance to change the bank key, if
necessary.
00:17:26 From our point of view, everything is fine. You can select them here, all, and confirm it on
this level,
00:17:34 or you can do it one by one. So, Confirm.
00:17:47 So finally, we have one more mapping task to confirm. Here we have the country keys.
00:17:56 So these are also not changed and I confirm this in the top for all entries in one step.
00:18:05 Now you see to be confirmed is now zero. But you can also check this again if you choose
the already confirmed.
00:18:14 And you have also again this overview in the previous task to see if everything is on green
and confirmed.
00:18:28 Okay, let's go back. You see now it's switched to done.
00:18:33 Everything is fine. Now we should start with the simulation.
00:18:40 So here you have the chance to say, okay, I want to do is for all instances.
00:18:45 Or you can say, okay, I do not want to have it for all in one step, I just want to have it for
10%.
00:18:51 Or you can also choose your own selection. As we do have only two instances,
00:18:58 we start the simulation. And here, you see again,
00:19:07 there is a job planned in the background for running activities.
00:19:12 And the simulation, meaning the API, is now checking if all the relevant data are in place.
00:19:23 You can also jump into the monitoring. And here you see the simulation is done.
00:19:30 In case of errors, you have here the chance to check the messages. And the final step is the
migration.
00:19:43 And we are pretty sure that everything is fine. We start the migration again for all instances.
00:19:49 You get a warning that you are now doing the re-conversion.
00:19:55 We say yes and start our conversion. Let's jump in there.
00:20:06 Here the job is planned, it's running. And you can check.
00:20:11 Now you see here the Running step. We have now the job started.
12 / 37
00:20:18 We are almost at the end. We can now go back.
00:20:24 And you see here the green progress bar shows you how much of your data is migrated
successfully,
00:20:33 or even have an error, then you can see it here.
00:20:38 Now I want to check my migration result. For this, I can select my migration object
00:20:46 and go to the Migration Results. And here you have
00:20:52 the list of all your information with old keys and new keys. This is now old, we have not
changed our keys,
00:20:59 that's why it is the same. You can change this display as per your needs
00:21:06 by using this gear icon. And to be able to send it to your business units
00:21:14 for checking the migration result you can also download it.
00:21:18 You can jump directly into the application as well. So if you click on the link behind the key,
00:21:26 then you see there would be a second window opened with the additional app for bank
master to show.
00:21:39 We do not want it. We want to download our results.
00:21:44 Also here you have the chance to check which fields you want to see and to download.
00:21:50 And now you get here a message saying that you find the created file in the Monitoring.
00:21:57 So let's see it, jump into the Monitoring. And besides all the activities and messages you
can check here,
00:22:05 you are also able to download the file here. And that was the complete migration process.
00:22:15 And our demo ends here. And we go back to our slides.
00:22:27 More functions will be explained in the next units. Also, check the application help
00:22:32 about the different screens, the functionality, and the process steps.
00:22:41 Before we close this unit, I want to show you one more important function of the migration
cockpit,
00:22:47 the mass processing, which supports you to do trigger actions on selected items.
00:22:56 You can use this mass processing for different actions during your migration process,
00:23:02 simulation, migration, or deleting instances from your staging table. You can define your
own filters
00:23:10 to select or limit the number of instances. In the next step, you have the chance to check,
00:23:18 verify the instance list based on your filter and, if necessary, you can move back
00:23:23 and adjust your selection. And finally, you will get a better summary about your selection
criteria
00:23:33 and the number of affected instances. Choose Start to run your actions,
00:23:39 which is here, the simulation. This function within the migration cockpit
00:23:46 provides you the opportunity to run explicit instances, for example to start with initial tests of
single records
00:23:55 to prove the transformation logic. We have this system demo also a separate video
available.
00:24:06 Feel free to have your own recap. Further, I want to give a hint on two other videos.
00:24:14 Using CSV Files to Fill Staging Tables is an outlook on our unit four. And the clickthrough
tutorial provides, again,
00:24:23 the overall migration process with the migration cockpit. Please keep these main functions
in mind
00:24:33 when working with the SAP S/4HANA migration cockpit. Follow the guided procedure
through your migration project.
00:24:42 The Prepare step is important. Run it whenever data is added to the staging tables.
13 / 37
00:24:48 Use the template files delivered with our migration objects and fill them via XML or CSV
files.
00:24:57 Use the function of downloading the mapping task templates for handover to your business
units.
00:25:03 Check the monitor to see running jobs, access messages, and download files.
00:25:10 The mass processing supports you to trigger actions on specific number of instances.
00:25:15 Use this function to start a controlled testing. And with this, we close our unit three.
00:25:26 You had your first experience on how to use the SAP Fiori app Migrate Your Data
00:25:32 to load data to SAP S/4HANA Cloud, public edition using the migration cockpit.
00:25:38 In the next unit, my colleague Elizaveta takes over. She will show more insight on how to fill
staging tables.
00:25:46 I wish you good luck for the upcoming units. Thanks again for your attention, and bye.
14 / 37
Unit 4
00:00:06 Hello and welcome to unit four, Filling the Staging Tables.
00:00:10 My name is Elizaveta and I am part of the product management team
00:00:13 of SAP S/4HANA migration cockpit. Today I will start the presentation
00:00:18 with the ways to populate data to the staging tables. Then I will give you an overview
00:00:25 on the XML and CSV template files. Afterwards, I will show you the demo on the CSV
upload,
00:00:32 how you can upload CSV files to the migration project. After the demo, we will see the
difference
00:00:38 between XML and CSV template files and check other possibilities of filling the staging
tables.
00:00:46 Finally, I will inform you where you can find further information on the topic,
00:00:50 filling the staging tables. First of all, you can fill the staging tables
00:00:56 by using XML files, CSV files, or your preferred ETL tools. Please note that the size limit
00:01:04 for each file is 100 megabytes. Of course, you can upload multiple files at once
00:01:10 by using a zip folder. Please note that the combined sizes
00:01:14 of the files that you can add to the zip folder should not exceed 160 megabytes.
00:01:21 There is no limit for the staging tables themselves, I need to mention it as we get this
question very often.
00:01:28 And also I would like to remind you that you can save more data anyway in the CSV files
00:01:34 than in the XML, because of the CSV data structure. Let's now turn to the XML files.
00:01:42 You can find more information in the following KBA that you see on the slide.
00:01:47 Let's talk about XML template files. When you are working with the XML template files,
00:01:54 firstly you download the template file, and when you open it, the first thing you see
00:01:59 is the Introduction tab. Please check the Introduction worksheet
00:02:03 for the information about how to fill the template file. In there you can also find that you
cannot exceed
00:02:11 the particular size of the file, or what is not allowed to be done in the template.
00:02:17 In short, you find information on how to work with a template in this tab.
00:02:24 Afterward, please check the field list. For example, the mandatory fields,
00:02:28 as it is shown on the upper screenshot for the Bank migration object.
00:02:33 In there you will find also the data type, length of the field, and you can also expand the
columns
00:02:40 SAP Structure, to check the name of the staging tables, and SAP Field, to check the
technical names of the field.
00:02:49 The next steps after introduction and field list represent the staging tables.
00:02:56 For Bank, for example, we have only one staging table, and in this table,
00:03:01 as it is shown on the second bottom screenshot, you can unhide the rows four, five for the
technical names
00:03:08 and expand row eight for the field description. For example, what is Bank country key?
00:03:15 What is Bank key? On the slide, there are some recommendations
00:03:19 of how to copy and paste values to the table depending on where you copy this data,
00:03:25 within XML file, from Notepad, or from somewhere else. You can check this information
when you actually will try
00:03:33 to fill the template files. Okay, that was it about XML, what about CSV?
15 / 37
00:03:42 When you download CSV templates, you get a zip folder with CSV files.
00:03:48 Each of them represents one staging table. You can see it on the left screenshot.
00:03:54 For basic data, for Product migration object, you have S_MARA CSV file.
00:04:00 It is highlighted on the left screenshot. And in the right screenshot you can see
00:04:04 that in the migration cockpit you will find the staging table with the technical name
00:04:09 that corresponds to the CSV file. You can find more information in the Help Portal
00:04:15 about unloading template files. In the overall, using CSV format is a flexible way
00:04:23 to populate staging tables, and it's a very known compatible format for migrating data.
00:04:30 It should be easier and faster to fill the staging tables with CSV files
00:04:35 if you have already used them before and have experience in using them.
00:04:40 Therefore, we still say that CSV upload is an expert option and recommend using it if you
have already worked
00:04:47 with CSV files before. This option appeared later in SAP S/4HANA Cloud
00:04:53 than XML files, it has been improved every release.
00:04:57 In the latest version you can maintain only the data that should be migrated,
00:05:02 so you should not fill the empty fields how they were before. It is quite flexible and we will
see it in the next slide.
00:05:11 On the left side, you can see the empty template, and on the right side, the filled template.
00:05:17 The empty template for the cost center migration object has the header data,
00:05:22 and in there you see the fields in the following order, cost center, valid from, valid to.
00:05:29 When we fill the template on the right screenshot, we can change the order of the fields
00:05:34 and delete the fields we don't use. In the filled template,
00:05:38 we put the cost center name on the first place, then we have description,
00:05:42 and only then cost center, valid from, valid to fields. Of course, if you change the order,
00:05:49 do not forget to change the order of the header, it will not be mapped automatically.
00:05:56 The next subtopic is naming convention. The CSV file names consist of two parts,
00:06:02 data structure name and optional user input. When you fill the templates,
00:06:09 please do not delete the data structure name, so the first part of the name.
00:06:13 It will save you time by the CSV upload because the migration cockpit will recognize
00:06:19 which staging table should be filled. If you ignore the naming convention,
00:06:23 you will need to do some additional steps, such as map the file to the data structure,
00:06:29 validate data, and only then transfer data to the staging tables.
00:06:35 Before proceeding with the demo for CSV files, there is something you should know about
the settings
00:06:40 of the CSV file option. Please check the settings before you even download the templates
00:06:46 because there are different possibilities, for example, for the field delimiter.
00:06:52 By default, you have comma as the delimiter in your settings, but you can change it to
semicolon and tab.
00:07:00 If you change it to semicolon, you will be able to download the template
00:07:04 with a semicolon delimiter. Great, now is the demo time.
00:07:10 I will show you how to fill the staging tables with CSV files.
00:07:16 I have already prepared the project for the demo. My project name is Demo_Staging_CSV.
00:07:22 I have added two migration objects in there, Bank and Product.
00:07:26 I will work today with the Product migration object. We had three open mapping tasks for the
Product,
16 / 37
00:07:33 I already confirmed them. For the complex migration objects,
00:07:38 such as Customer or Supplier, there are some control perimeters, or fixed values,
00:07:44 that you need to maintain before uploading any data, for example, internal, external
numbering, and so on.
00:07:52 The first action which is proposed by migration project is Download Template.
00:07:58 I click it, and we need to choose between XML file and CSV file.
00:08:03 I choose CSV Files. Okay.
00:08:09 I expect to get a zip folder with CSV files for every staging table.
00:08:21 We have 17 staging tables for the Product migration object, that means I expect to have 17
CSV files.
00:08:33 I open the zip folder and I see that I have 17 CSV files,
00:08:42 but they're empty, this is the template. I open the basic data
00:08:46 to show you how the template looks. So I open S_MARA.
00:08:53 When I open my CSV file, I see the header data, I see the key fields with a K in the brackets
00:12:47 If you remember, we uploaded the zip file that contained nine CSV files,
17 / 37
00:12:52 but what happens if we need to upload any additional data? I have prepared the example
for that
00:12:59 and named this example "Product MARA more fields".
00:13:08 I go to the Upload File screen again. Of course I can upload the additional file
00:13:24 to the existing folder, or better I create a new one.
00:13:29 So let's see the alternative way. I Create CSV Folder and upload the files in there.
00:13:39 I can rename it to "Additional data", Create and Open.
00:13:58 As you can see the status Files Missing for Mandatory Data Structures
00:14:04 and there are no files provided because we didn't upload any files yet.
00:14:16 I only see the name of the staging tables, and I see also the status Missing or No File
Provided.
00:14:23 So I drag and drop the file with the additional instances to the CSV folder.
00:14:34 I would like to emphasize that I do not use naming convention.
00:14:39 As you can see, the file name is Product MARA more fields, there is no technical ID
included in the name.
00:14:48 And the first thing I get, I get the error, Not Mapped to Any Data Structure.
00:14:53 So the file is not mapped. I can click Show Messages, check the error.
00:15:00 In the error I see "Choose the 'Map Files' button". I go back.
00:15:07 Okay, I go back and select the file and click Map Files.
00:15:18 You can choose any data structure, but in this case we need to choose Basic Data.
00:15:28 Map Files. The status has changed.
00:15:43 Okay, as you can see in Data Structures the status has changed to Mapped,
00:15:48 and the next step, what I need to do is I need to validate the data.
00:15:54 I click Validate Data. Validation is scheduled.
00:16:18 Validation Completed Successfully. So now I can transfer data to the staging tables.
00:16:25 I click this button. In this case I do not have any duplicates
00:16:35 so it doesn't matter which option I choose, so I choose Skip Files with Duplicates
00:16:41 and select Transfer Data. Transfer is scheduled.
00:17:04 We see the status Data Successfully Transferred to the Staging Tables,
00:17:09 and now in the project view we will see four instances. Okay, that was it, and back to our
slides.
00:17:19 Now you have seen the overview on XML and CSV file, and even seen the demo for the
CSV file upload,
00:17:26 it's time to check the differences between them. XML file is a convenient template
00:17:32 to enter the values manually. All data is contained in one file.
00:17:38 You find detailed instructions, information on the fields in the file itself.
00:17:43 For the CSV template, you need to use a separate CSV document for each data structure.
00:17:51 You will find more information in the readme file provided for every migration object
00:17:56 when you download the template. We recommend to use CSV
00:18:01 if you have worked with this format before and used to extract data
00:18:04 from the database tables. There is one more slide about the difference of XML and CSV.
00:18:13 Visually you see that single CSV files represent one worksheet in the XML template file.
00:18:22 To fill the staging tables, you can either use an ETL tool or fill data directly on the SAP
HANA database.
00:18:30 The blogs listed in the presentation may be helpful for how you bring data to the staging
tables.
18 / 37
00:18:37 You may want to use, for example, SAP HANA smart data integration.
00:18:42 Clearly it's not part of migration cockpit product management team,
00:18:46 but we are glad to guide you to where you can find more information about it
00:18:51 and check the FAQ KBA, which help you to decide how it is more convenient for you
00:18:56 to fill the staging tables. There are several blog posts listed below
00:19:03 that explain the different methods to load data into the staging tables.
00:19:10 Where to find more information? In the Application Help
00:19:14 it is described how to use migration cockpit step-by-step. We have also a five-minute demo
for XML and CSV upload,
00:19:23 and we have KBAs, one is for XML and one for CSV. In this unit you have learned
00:19:31 how to fill the staging tables, got an overview on the XML and CSV templates,
00:19:37 and now you also know where to find additional information on filling the staging tables.
00:19:42 I hope you enjoyed this unit. In the next step we will see how to handle issues
00:19:47 during the migration process.
19 / 37
Unit 5
00:00:05 Hello and welcome to unit five, Issue Handling During the Migration Process.
00:00:11 In this unit I will talk about business partner concept. I will show you different ways how to
check error messages
00:00:18 and even do the demo. I will talk about the correction file, what that is,
00:00:23 and how you can create it. And at the end, I will give you some information
00:00:27 about handling duplicate key errors. Let's turn to the business partner concept.
00:00:36 As you may know, business partners is a leading object in SAP S/4HANA, and all
customers and suppliers should be migrated as business partners.
00:00:46 What is the recommendation there? Firstly, you need to migrate the customer data
00:00:52 with the customer migration object. Afterward, you should use the supplier – extend existing
record by new org levels
00:01:00 migration object to add the supplier data.
00:01:04 The process is described in the KBA that you see on the slide.
00:01:08 If you have any issues, please refer to the collective KBA note. In the next slide
00:01:16 we have collected all the migration objects related to the customer and supplier.
00:01:22 In case you want to add any additional information, you can use this table to check which
objects are available.
00:01:29 You can check it after the session. This was it about the business partner concept for SAP
S/4HANA Cloud.
00:01:37 The next topic is how to check the error messages, and we turn to the next slide.
00:01:44 If you have already tried migration cockpit, you may have faced different types of errors.
00:01:50 And sometimes you have several messages for one instance. Sometimes you have the
same message for several instances.
00:01:59 And it may happen that you have messages for different activities. You can check all these
error messages at different places,
00:02:07 different buttons or functionalities in migration cockpit. Firstly, I will briefly give you an
overview
00:02:14 on these places or buttons where you can check the error messages, and then I explain in
the next slides
00:02:20 each of them in more details. I have decided to show you these possibilities
00:02:26 by answering the different questions. Usually when you completed, for example,
00:02:31 the particular activity, simulation, or mapping task, you want to know which messages
occurred for an activity.
00:02:39 You can check it in the monitoring. If you get an error message,
00:02:45 you are asking which instances need to be checked. You can check this in the messages
project view.
00:02:54 When you think about which messages occurred for one particular instance, you should
check messages in the instance view.
00:03:04 And if your question is which messages occurred during the last simulation migration run,
00:03:09 you can check history in the particular migration object. All of these functions are different
buttons
00:03:17 located in the migration cockpit. We will now check all of them.
00:03:23 First question, which messages occurred for an activity? You are in the migration project
screen.
00:03:31 In the top-right corner, you can see the monitoring button. You click it,
00:03:38 and in there you can choose different filters. For example, you can filter the activity,
20 / 37
00:03:45 choose Simulate Data, and select Completed with Errors
00:03:49 to see all the messages containing errors for this simulation run.
00:03:54 In the monitoring you can see all activities related to the project, from the project creation till
the migration.
00:04:04 The next question is, which instances are relevant for one message?
00:04:10 You got an error for the product, for example, and we're in the migration project view.
00:04:16 And we'll see, we'll get some errors for the product migration object. Select the migration
object or objects and click Messages.
00:04:26 When you click Messages you have a separate screen for different migration objects.
00:04:32 You can toggle between them. In this screen, the list of the messages,
00:04:37 and you can see how many instances got this message. For example, in this case we have
the error message.
00:04:48 Some mapping tasks are not yet confirmed, so maintain value conversion.
00:04:53 And there are two instances for which this error message occurred.
00:04:57 You can click the message or click the number 2, and then you see more information.
00:05:03 The key fields for the instances, for example, and you see that for the key fields, MIG_008,
MIG_009,
00:05:12 you need to confirm the mapping values. If you ask which messages occurred
00:05:21 for one particular instance, we are in the migration project view and get some errors.
00:05:28 What we do to get the errors for the particular instance, we click on the error number.
00:05:33 And in the next screen we see the list of the instances. Then we click the error for the
particular instance,
00:05:44 and then we get the list of the messages for this instance. We can download the list in the
Excel,
00:05:51 and you can see messages related to the latest activity. If our question is,
00:06:00 which messages occurred during a simulation migration run for a migration object, for
example, usually a project manager asking that
00:06:10 they would like to see the statistics of how many messages occurred
00:06:15 for the second simulation run, for example. In the migration project view,
00:06:20 we click on the name of the object, for example, Bank, and we have different tabs in there,
00:06:27 and we choose the History tab. We see simulation completed with errors,
00:06:32 and click Show Messages and see all the messages relevant for this simulation run.
00:06:44 Now it's time for a demo. In the demo, I will show you four ways to check the error
messages.
00:06:53 We have seen them already in the slides, and now we see it in the system.
00:06:59 I have prepared the project where I have got errors in product migration object.
00:07:05 The last step that I did, there was simulation, and I got two errors in there.
00:07:11 I would like to see all the messages for the simulation activity.
00:07:17 So if I would like to see all the messages, I go to the Monitoring screen
00:07:24 and choose the activity that I want to see, in this case it's simulation.
00:07:33 I also can filter the errors, completed with errors. So I found my activity, Simulate Data.
00:07:43 I have a lot of messages. I click Show Messages.
00:07:49 And also I filter the errors and see the list of the errors,
00:07:56 error messages for the simulation run, the last simulation.
00:08:01 I also can export this information to the Excel file and I will see the same information,
00:08:09 so I will see the message title, I will see message class, message number, date and time.
00:08:17 Go back. Okay, now we go to the next point.
21 / 37
00:08:21 For example, we want to see which instances are relevant for one particular message, for
example, for mapping tasks
00:08:30 I go to the migration project view and I select the migration object product
00:08:38 and I click Messages. Okay, for the message that mapping tasks are not yet confirmed,
00:08:51 I see there are two instances affected. I click this message
00:08:58 and I can see the key fields for the instances. So the key fields, MIG_008 and MIG_009.
00:09:09 I can also extract this information to the Excel file. Okay, that was the second option.
00:09:23 Okay, now, for example, I would like to check one instance. For example, I would like to
check messages for instance MIG_008.
00:09:32 I go to the project view and click number 2 in the simulation. I see there are two instances
00:09:46 and I choose the particular instance and click the error in the instance MIG_008.
00:09:54 and now I see all the messages related to this particular instance.
00:10:05 I can also extract this information to the Excel file. The fourth possibility to check the
messages,
00:10:15 for example I'm the project manager and want to see the errors that occurred
00:10:19 for the first simulation run. So I click the object name, Product.
00:10:27 I would like to check the messages for the simulation run for the particular object.
00:10:33 So I click the product, and I go to the History tab
00:10:38 and see the Show Messages button under the simulation run. So in the History tab of the
product migration object,
00:10:47 I see the history for the object from the object being added to the project,
00:10:54 so, prepare migration object. Then I see the data was validated,
00:10:57 transferred to the staging tables, and then I see the first simulation run.
00:11:02 So I click Show Messages and I go to the errors.
00:11:11 And I see all the errors again that happened for this particular simulation run.
00:11:17 Okay, that was it for the demo, for the error handling. I go back to the slides.
00:11:24 Now it's time to go to the next topic, correction file. After the migration, there is the
possibility
00:11:30 to generate a correction file. Before it was called data file.
00:11:36 What is a correction file? It is the file that contains all the instances
00:11:40 that have errors. You download this correction file
00:11:45 and you have the chance to edit these instances instead of checking them in the migration
cockpit
00:11:56 and checking which instances have errors and then creating them from scratch in the
template.
00:12:01 So you just download the correction file, you add in the data and upload it back to the
migration cockpit
00:12:07 and go through all the steps of the migration process. Please pay attention that this option is
available
00:12:14 only after the migration, not after the simulation. So when your migration completed with
errors.
00:12:22 Let's go to the next topic, handling duplicate key errors.
00:12:31 It may happen that you upload the file to the migration cockpit that contains duplicates. For
example, the instances that are already in the staging tables.
00:12:42 In this case, you will get a status, the transfer of data to staging tables failed.
00:12:49 It means that your staging tables will not be filled with the data,
00:12:53 but you still can handle the transfer of the data. You have to choose, so what can you do?
00:13:04 You have uploaded a lot of files, and some of the files have duplicates,
22 / 37
00:13:08 so you can choose Skip Files with Duplicates, or you can replace duplicates with instances
from the file.
00:13:17 You can check more information about handling duplicate key errors in our help portal.
00:13:26 Key takeaways. In this unit, we have learned
00:13:28 how to migrate business partners. We have seen the different ways to check error
messages,
00:13:33 and also the demo. We have understood what the correction file is
00:13:37 and when you can't unload it. And we have seen the option to handle duplicate key errors.
00:13:44 I hope you enjoyed this unit. In the next unit, we will see the best practices
00:13:49 and challenges during the migration process.
23 / 37
Unit 6
00:00:06 Hello and welcome to unit six, Best Practices and Challenges.
00:00:13 In this unit I would like to share with you some best practices on how to set up your project.
00:00:19 I will give some information about the data migration performance.
00:00:24 Also, we will check the mass change or what you can do after you have used migration
cockpit
00:00:30 and after you migrated your data. We will get more information
00:00:34 about the migration objects and check the mapping download/upload functionality.
00:00:42 First of all, how to set up your project. We recommend to use one project
00:00:48 for many or several migration objects. The reason for that is that there are many mapping
values
00:00:55 that are cross-project, and if you maintain a particular mapping value for one object,
00:01:00 it will be also used for another object within the same project and you can have better
control of the migration.
00:01:10 You see the overview, the status of your migration objects. If you use several migration
projects,
00:01:17 this is your responsibility to keep mapping in sync between projects, and of course, it's
additional effort and time.
00:01:27 If you use the internal numbering for a migration object, you can only upload this mapping
after it has been created.
00:01:35 As a fact, distributing migration objects across different projects doesn't improve the
performance.
00:01:43 You can find more information in the KBA provided on the slide about the performance,
00:01:51 but we also talk about it in the next slide. How to enhance the data migration performance.
00:01:59 We recommend not to start migration of all objects in parallel because there are some
dependencies on the migration objects.
00:02:08 There is a specific sequence that you need to follow. Parallelization is meant for migration
objects
00:02:15 with high data volumes. Please prevent many people working in parallel
00:02:21 on the different migration projects, and by this avoid multiple activities for several projects
00:02:27 in the same data migration context. Consider that uploading multiple objects
00:02:32 can make the performance worse and flood the job queue, even if you use job
management.
00:02:39 In our experience, it's better to migrate one object with the full number of jobs, complete
data migration,
00:02:46 and start the migration of the next object. Of course, it is recommended to execute the data
migration
00:02:53 when the system has a low workload. You can find a lot of information in the KBAs.
00:03:00 One is about the parallelization and improving the performance, and the second KBA
contains a lot of sources
00:03:08 for the specific performance problems System types.
00:03:16 With the following slide, I wanted to emphasize that for the migration cockpit
00:03:20 in SAP S/4HANA Cloud there is no transport functionality available.
00:03:25 It means for the different systems the process of data migration is the same.
00:03:31 You need to create, recreate the project, fill the staging tables,
00:03:35 process the mapping tasks, simulate, migrate, and validate the migrated data.
24 / 37
00:03:41 The migrated data cannot be deleted for the production system. Regarding planning your
project go-live,
00:03:52 SAP S/4HANA Cloud upgrade and maintenance schedule is available. Please check the
upgrade before migration to a production system.
00:04:02 The migration cockpit is available only in read-only mode during the upgrade,
00:04:07 and if you migrate your data during maintenance schedules or upgrades, for example
started to migrate it shortly before the upgrade,
00:04:16 you will get some inconsistencies or errors, for example, wrong number of staging tables
and so on.
00:04:23 So please plan to do the migration out of upgrade windows. You can check the schedule in
the following slides.
00:04:33 What about the mass change? We often get this question about the mass change,
00:04:38 if I'm allowed, for example, to change the data after the migration. As you have already
seen,
00:04:45 the scope of the migration cockpit is the initial data upload. It is also because the APIs used
with migration cockpit
00:04:52 are the APIs to create data, and the update of existing data is not possible.
00:04:59 But there are some mass change apps available for some migration objects
00:05:04 that you can use after the initial data migration. Our recommendation is to check these apps
in the Help Portal.
00:05:13 In the migration object list, there is a general search. You can type in "mass maintenance"
00:05:20 and you will find the list of the objects for which the mass change is available.
00:05:26 As you can see on the screen, there are 20 results or 20 migration objects,
00:05:32 so you can open each of these results and check exactly what is the name of the mass
change app.
00:05:39 For example, for customer and for product migration objects, these apps are available and
you can check authorization
00:05:47 and the name of the app in the Help Portal documentation. What is also worth mentioning -
00:05:55 migration object updates. With the SAP S/4HANA Cloud update,
00:06:00 the migration content is also being updated. The migration objects are always up to date.
00:06:07 They are permanently adapted and therefore the templates used in one previous release
00:06:13 might not be anymore used for the actual release. For example, in the higher release,
00:06:19 there may be changes in key mandatory fields or structure changes,
00:06:24 and you can check the change overview for the particular release to be on the safe side.
00:06:30 The link is provided on the slides. It leads you to the release comparison.
00:06:36 There is a comparison between the releases, and also if you're interested in the particular
object,
00:06:41 there is also a detailed object view. You can choose the object, for example Bank,
00:06:46 and see what was changed in the particular release. There is more information about the
migration objects
00:06:54 available in the Help Portal. If you have already worked in migration cockpit
00:07:01 in SAP S/4HANA Cloud, you may notice that, from time to time,
00:07:05 the updates of the migration objects are needed. If a migration object update is required,
00:07:11 you will get a pop-up message when you perform any action from the action list,
00:07:17 for example, download template, simulate, migrate, and so on. As described in the
message,
00:07:23 go to the migration object screen and start the update there.
00:07:28 We recommend to use the latest migration object templates to avoid any inconsistencies
25 / 37
00:07:33 because the content is always updated and the templates from the previous release may
not correspond
00:07:39 to the updated migration object structure. There is another way to check for the updates
00:07:46 without triggering any action. You can open the migration object view
00:07:51 and click Check for Updates, and then you can see if the object needs updates or not.
00:08:02 Okay, regarding the object dependencies, when you create the project and you add any
object,
00:08:09 you will get a message that the predecessor object exists if it exists for the object,
00:08:15 and you will be proposed to add this object in the migration project.
00:08:20 You can click Add and then you always can check them in the settings.
00:08:27 You will see them in the settings only if you added the migration objects to the project.
00:08:33 You click the migration object name, as you see on the bottom screenshot,
00:08:37 and then you need to select the Dependencies tab and then you can see the list of the
dependencies.
00:08:44 Alternatively, you can check the documentation for every migration object,
00:08:50 information about the predecessors, which migration objects should be migrated before,
00:08:55 and so on. For example, for the product,
00:08:59 the information also is in the Help Portal in the documentation. The last-but-not-least best
practices of very useful functionality.
00:09:12 Mapping, download upload. We know that maybe some of you
00:09:17 would like to maintain the mapping tasks out of migration cockpit, mapping values,
00:09:22 and you would like to prepare them in the Excel files. Therefore, there is a functionality
available
00:09:28 to download and upload mapping tasks, mapping values. usually you can of course also edit
them
00:09:35 in the migration object directly, but for a big amount of data
00:09:39 it's maybe practical to download the values. In this case,
00:09:43 you will get the values generated automatically one-to-one. You can edit them, then you can
upload them to the system,
00:09:51 to the migration cockpit, and by the upload, which is also very practical,
00:09:55 you can confirm them automatically. It means that you do not need to select them
00:10:01 in the migration cockpit additionally and maintain them by upload.
00:10:06 Or you can also replace existing mapping tasks by the mapping files upload.
00:10:16 You can also download mapping templates. The source target values will be empty in this
case,
00:10:22 and you'll find more information in the blog "Maintaining the mapping values".
00:10:30 In this unit, you have learned how to set up your project, how to enhance data migration
performance,
00:10:36 possibility to change the data after migration. You got some information
00:10:40 about the migration objects and how to update them, where to find the migration object
dependencies.
00:10:47 I also showed you then the mapping download/upload functionality. I hope you enjoyed the
unit.
00:10:54 In the next unit, we will see the additional or related apps in the data migration process.
26 / 37
27 / 37
Unit 7
00:00:06 Hello and welcome to unit seven, Related Apps in the Data Migration Process.
00:00:11 In this unit, I will give you an overview on the additional apps, such as Data Migration Status
app
00:00:18 and Define Settings for Legacy Data Transfer app. At the end, I will let you know what
situation handling is
00:00:25 in the context of data migration, so this is about notification.
00:00:32 There are two apps that can help you in data migration tasks. The first app is called Data
Migration Status app.
00:00:39 With this app, you can check the status of your migration project and objects for which you
have started simulation or data migration.
00:00:48 The second app is called Define Settings for Legacy Data Transfer. So when you transfer
balances
00:00:55 and open postings from the legacy system to your SAP S/4HANA Cloud system,
00:01:00 you need to define the posting key data. You can do it with this app,
00:01:05 before even starting working with migration cockpit. In short, you use this app
00:01:10 to define the key date for data transfer of financial objects for each company code.
00:01:17 You find these two apps under data migration topic. You do not need to assign any
additional business roles.
00:01:25 It is the same as for migration cockpit in SAP S/4HANA Cloud,
SAP_BR_CONFIG_EXPERT_DATA.
00:01:34 Firstly, let's check the Data Migration Status app. When you open the Data Migration app,
00:01:41 you see the overview of the migration objects with different records
00:01:45 and statuses, as is shown on the right screenshot. This is a reflection of what is happening
00:01:51 in your migration cockpit. In the screenshot, you can see that,
00:01:57 for example, for 13 objects, the simulation and migration process was started.
00:02:03 This can be for one project, it can be for different projects,
00:02:07 but in total you have 13 objects for which there is a simulation
00:02:11 or migration completed with a certain status. The are successful records, you can see them
in green.
00:02:19 And there are records with arrows, you can see them in red. With the Data Migration Status
app
00:02:26 you can get an overview of your migration objects in real time. You can use filters and
change view settings,
00:02:33 depending on the records you want to get. You can see the detailed statuses for all the
records,
00:02:40 get the information on all the messages appeared during simulation or migration,
00:02:45 and export records to the Excel files. For more information, check our help portal and KBA
00:02:53 for the Data Migration Status app. Actually, there are many more features
00:02:59 and there is much more that you can get with the app. You can not only drill down to every
error message
00:03:05 and export these reports to the migration, to the Microsoft Excel files,
00:03:10 you can also navigate to the respective SAP Fiori app, which is quite practical.
00:03:17 For example, after you perform the data migration you can go to the Status app,
00:03:21 see the status of the records, and navigate to the respective apps
00:03:24 with the link to check the posted data. You can get the notification
28 / 37
00:03:29 about the data migration simulation completion. And you have the functionality to perform
the audit.
00:03:35 The user can set the dependent status, meaning that the data records will be still validated,
00:04:35 and these instances are ready to be migrated. You find more information in the application
help.
00:04:43 In the extended statistics, you can see the instance details,
00:04:47 such as source values, target values after mapping, and target IDs.
00:04:52 You need this information to validate your data. When you click the statistics link,
00:04:57 you can get a separate small window where you can select the fields of the structure
00:05:02 that you want to see in your expert statistics. This means that what you can see
00:05:07 in the extended statistics is adjustable. In this pop-up window,
00:05:12 you also see the fields under the structures. You select the particular field and go to the
details
00:05:18 or to the instance level statistics. For example, you click the product group
00:05:24 or product type that you see on the second screenshot, and you will be redirected to the
information
00:05:30 where you can check how many records were imported, if there are any failed records,
00:05:35 and in the overall, you see the progress for this particular field. Also, you see the products to
this particular category
00:05:44 to each product group or product type In the defined settings for legacy data transfer,
00:05:51 you can define a migration key date for each company code, and you can specify the legacy
data transfer status
00:05:58 for the specific company code. There are three statuses that you see on the screenshot.
00:06:05 In preparation status means that the key date is not yet defined.
00:06:10 No transactional data can be migrated. The ongoing status means that you are ready to
migrate data,
00:06:17 the key data is specified. And the completed status
00:06:20 means that the data migration is finished. Another migration of transaction data,
00:06:26 in this case, for these company codes is not possible. The date that you set is usually the
end of a period,
00:06:33 so month, quarter, year, since this will fit into the normal reconciliation cycle.
00:06:40 The last topic in this unit is situation handling. It's interesting to know that when you have
your simulation of migration completed,
00:06:49 you will get a notification in your system that the data migration results are available.
00:06:55 And if you follow the message you will be redirected to the Data Migration Status app.
29 / 37
00:07:01 This is pre-activated. You can see the situation handling template name on the screen.
00:07:07 And you can switch off this notification if needed. In this unit we have learned the additional
apps
00:07:16 that can help you in data migration process. We have seen the capabilities of data migration
status
00:07:22 and defined settings for Legacy Data Transfer apps. And we have seen that the notification
is activated via situation handling.
00:07:31 I hope this unit was helpful and that you learned something new, and we will see each other
in the next unit,
00:07:37 Options for Supporting Additional Requirements.
30 / 37
Unit 8
00:00:06 Hello and welcome to unit eight, Options for Supporting Additional Requirements.
00:00:13 In this unit, I will give you an overview on the remote database connection.
00:00:19 We will talk about extensibility or custom fields in the migration objects.
00:00:25 We will see some information on the modeling environment or migration object modeler
app.
00:00:31 And at the end, I will let you know where you can put your requests
00:00:35 or show you our customer influence session. Okay. Remote SAP HANA database
connection.
00:00:44 When you create the project, you see that you can select local or remote database schema.
00:00:51 When do you opt for the remote database? The answer is when you want to fill the staging
tables
00:00:57 with your preferred ETL tools. In this case, the system generates staging tables
00:01:04 in a remote SAP HANA database schema, and the tables will be read from there.
00:01:10 There is a particular setup that you need to follow. First of all, you need to perform the
settings for BTP,
00:01:17 for example, create SAP HANA Cloud instance and create communication user with specific
roles.
00:01:25 You also need to establish the connection via communication scenario.
00:01:29 You will find the instructions in the scope item 2Q2. Before we had, as you know, best
practices,
00:01:37 now we have process navigator, where you can access the documents
00:01:41 for the communication arrangement, in case you want to use the remote database schema.
00:01:46 You will see the link to the scope item in the next slide. The process with the remote
database connection
00:01:54 is as follows: You select the remote SAP HANA database schema
00:02:00 for your migration project, and the staging tables
00:02:05 for your migration objects are created in there, in the remote database schema.
00:02:10 You extract the data from the ERP system or from any other system
00:02:16 and write the data directly to the staging tables in SAP BTP
00:02:21 using your preferred tools. The communication scenario, SAP_COM_0678,
00:02:28 establishes the database connection using SAP HANA database instance
00:02:34 on an SAP S/4HANA Cloud instance in SAP BTP. Migration cockpit reads the data from the
staging tables,
00:02:44 and the data is being updated via API. The local and remote database connections
00:02:53 refer to different use cases. Normally, you use the local database schema
00:02:59 if you fill the staging tables with XML or CSV template files.
00:03:04 This is a standard use case. You use the remote SAP HANA database schema
00:03:10 in a specific situation when you're using third-party ETL tools
00:03:15 to extract a big amount of data, and it is easy for you then
00:03:19 to fill the staging tables directly with your preferred tools.
00:03:25 That was it about the database schemas. And now, we will proceed with the extensibility
00:03:30 in the next slide. What visibility do you have in terms of extensibility?
00:03:39 As a business user, you can create additional fields using the Custom Fields app.
31 / 37
00:03:45 For example, you want to add additional field product-related bonus to the product master
data.
00:03:52 We have a video about it, you can check it after this unit. The migration cockpit supports the
custom fields
00:03:59 for some migration objects. We will see in the next slide
00:04:04 how you can find these objects. And if the custom fields are supported,
00:04:10 they will be automatically reflected in the template of the migration object.
00:04:16 So the process is you add the custom fields to a business object via an extensibility
00:04:22 using Custom Fields app, and then these fields should be added to the template.
00:04:27 After you have worked in Custom Fields app, you go to the migration cockpit.
00:04:32 And when you try to download the template, you will get a notification
00:04:36 saying that the custom fields need to be checked, and you just follow what is written in this
notification.
00:04:42 Go to the object screen and click Check for Custom Fields button.
00:04:47 When the update of the custom field is completed, you can download your template with the
custom fields.
00:04:53 The process in the migration cockpit is quite intuitive and you will see it in the next slides.
00:05:01 So how you can check the list of the migration objects that support the custom fields.
00:05:08 You go to our famous list of the migration objects. In there, you see different columns,
00:05:14 and one of the columns is called Custom Field Support. You can choose Yes and see the
list of the objects.
00:05:23 There are around 36 migration objects that support custom fields.
00:05:29 This is how the button Check for Custom Fields looks in the migration cockpit.
00:05:34 As I said, you get a notification by downloading the template but you can do it also without
any notification.
00:05:41 So you edit it, for example, the custom fields to a business object in Custom Fields app.
00:05:47 You go to the migration cockpit to the specific object and choose Check for Custom Fields
button.
00:05:53 When the update of the template is finished, you will see it in the History tab.
00:05:59 The action will be called Update Custom Fields Completed. When you see this action in the
History tab,
00:06:08 you can go back to the migration cockpit and download the template with the custom fields.
00:06:15 Now it's time to talk about the modeler environment, migration object modeler app.
00:06:22 For now, the app is very limited, but it's been improved. You can enhance the migration
object with this app,
00:06:29 for example, Customer, Supplier, Product. You will get the actual information
00:06:35 on which fields and objects areas are available to be edited in the SAP note that you see on
the slide.
00:06:43 And to use this app, you need to assign the role SAP_BR_ADMINISTRATOR.
00:06:48 You'll get instructions on how to use this app in the step-by-step guide in KBA 3216716.
00:06:58 If you would like to have more fields in the particular object, you can create a request.
00:07:03 Please follow the procedure in the KBA 2676589. There are also separate SAP notes
00:07:14 for each of the migration objects that can be enhanced. You see the screenshot of the SAP
note for the supplier.
00:07:22 Each of these notes provides you with the list of the fields that you add to the migration
object,
00:07:27 to the template, with the help of the migration object modeler.
32 / 37
00:07:33 The app looks the following way. As you can see,
00:07:37 you just go to the source structures of the object and add the additional fields at the end of
the list.
00:07:44 You choose the data type, length of the field. You give it a name and save your editings.
00:07:51 Then you can proceed with the enhanced migration object. Last but not least for this unit,
00:07:59 where you can submit your ideas regarding the migration cockpit.
00:08:04 We have a customer influence session named SAP S/4HANA Cloud for data management
00:08:09 and data migration public edition. In here, you can create a request
00:08:15 for the new functionality that should be included in the migration cockpit, or the new
migration object,
00:08:23 or the new field in the particular migration object. Please describe your requests as detailed
as possible.
00:08:32 You can also see the requests of other users. This is a platform where you can have an
overview
00:08:38 of what is requested, and we really appreciate
00:08:41 if you can vote for the requests that you find important. The thing is that we prioritize them,
00:08:48 and the threshold for the session is four votes, and sometimes we even don't reach the
threshold.
00:08:54 This is important for us to push the requests and choose it, implement it,
00:08:59 especially when the development is limited in their capacity.
00:09:04 In this unit, we have learned the different options for database connection.
00:09:09 You have seen that some migration objects have custom fields.
00:09:13 We have checked what is the migration object modeler. And now you know what to do
00:09:18 if you have further requests regarding the migration cockpit.
00:09:23 I hope you had a good time and were not overloaded with the information.
00:09:27 I hand over to my colleague, Claudia. In the next unit,
00:09:31 she will give you a summary of what we have learned during this course.
33 / 37
Unit 9
00:00:06 A very warm welcome to our closing session, unit nine of our openSAP course,
00:00:11 Migrating Data to SAP S/4HANA Cloud, Public Edition. My name is Claudia Gemm,
00:00:17 and I will summarize our learnings and give an outlook for the SAP S/4HANA migration
cockpit.
00:00:27 Last time, let's have a look at today's agenda. I will give you an outlook on our new
migration approach
00:00:35 in the migration cockpit. We will have a recap of the migration process
00:00:40 and the different steps. Having a checklist to start with a data migration
00:00:46 is always a good idea. I will present some important points for this checklist.
00:00:54 Last but not least, there are further resources to share where you can get information to
support you
00:01:01 on your way to SAP S/4HANA Cloud, public edition. Next to the migration approach using
staging tables,
00:01:13 we have another approach called migrate data directly from SAP system.
00:01:20 You have shortly seen this in our demo when we created the new migration project.
00:01:27 This approach is now newly introduced to SAP S/4HANA Cloud, public edition.
00:01:34 How does this work? To connect your SAP ERP source system,
00:01:40 you use a communication arrangement. With this, your business data can be fetched
00:01:47 automatically from the source system. This means the migration cockpit
00:01:53 takes over the task of collecting the source data, based on a defined selection criteria, the
company code.
00:02:03 Since release 2302, this new approach runs under the Early Adopter Care program.
00:02:11 We have a registration page online and an SAP Note available,
00:02:16 where interested partners and customers can check the preconditions and assign to the
program.
00:02:25 We are looking for customers in the realize phase for migrating an SAP ERP system or
partners for their own tests.
00:02:38 This is a recap of our migration process covered especially the first units of this course.
00:02:45 Starting with the definition of the migration scope, you select the migration objects you need
34 / 37
00:04:29 used to facilitate your business data migration These are the consolidated key capabilities.
00:04:39 It is a tool of choice in a new implementation area. And for the public cloud,
00:04:44 it is the only tool to load data in. It is ready to use, included in the license
00:04:51 with a big bunch of preconfigured migration objects. With the integration in the SAP Activate
methodology,
00:05:00 we can provide best practices with test cases and accelerators supporting our customers.
00:05:09 Working with the migration cockpit means running a guided and safe migration.
00:05:15 The user is guided but has their own flexibility in executing the steps.
00:05:24 And in the end, we have, even in the cloud environment, the ability to use custom field
support for existing migration objects.
00:05:33 And for some restricted objects, the migration object modeler can be used for adjustments.
00:05:44 As promised, I will show you a checklist for data migration projects in a nutshell.
00:05:51 You see a lot of questions to be answered. Please use and analyze them
00:05:57 to have a structured preparation for your data migration. Get an overview of your source
data,
00:06:05 understand your required processes, and check all dependencies.
00:06:11 Prioritize and focus on the business-critical data. Simplify the migration tasks as much as
possible
00:06:19 to reduce the workloads of any involved unit. And finally, align your tasks.
00:06:25 Use a project and cutover plan. This would also help you to prepare and execute your
migration tests.
00:06:40 There is more information to consume. Besides our landing page on SAP Help,
00:06:47 we provide an SAP Community Topic Page where you can find FAQs, write you own blogs,
00:06:55 or ask questions to the worldwide community. To join our community, use the section SAP
Community
00:07:04 on our landing page. Also worth mentioning is the first version of our cookbook,
00:07:12 which is now available. Here we cover a lot of additional separate topics
00:07:17 that come along while working with the migration cockpit. You can find it on our landing
page in section
00:07:26 Training and Education. These are some important links bundled on one slide.
00:07:38 I want to highlight the third row, our migration template samples.
00:07:44 Here we provide sample-data-filled XML templates. These template samples help you
00:07:52 in filling out the data migration templates of various data migration objects
00:07:56 available in the SAP S/4HANA migration cockpit. Nevertheless, we recommend using all the
information,
00:08:06 which is in part very detailed. All the materials will continuously be updated
00:08:14 with new features, functions, and other news. Be part of the community.
00:08:24 We from product management are not getting tired of explaining how important the data
migration is.
00:08:32 It is one key task during the transition to SAP S/4HANA. Unfortunately, it's often
underestimated.
00:08:41 It's not done just by pressing a button. Make sure to understand
00:08:46 your data migration requirements early and plan for them accordingly.
00:08:56 Now we are at the end of our openSAP course. In this last unit, we gave you an outlook
00:09:02 on the new approach migrating data directly from an SAP system,
35 / 37
00:09:06 which is currently running the Early Adopter Care program. We had a repeat on the overall
migration process
00:09:14 and a summary of the SAP S/4HANA migration cockpit. Having all resources to find further
information,
00:09:22 you are now able to run the course assignment. We hope you enjoyed this course.
00:09:29 On behalf of the whole migration cockpit product management team,
00:09:32 many thanks for your attention and participation. We wish you all the best and good luck
00:09:38 for this course assignment.
36 / 37
© 2023 SAP SE or an SAP affiliate company. All rights reserved.
See Legal Notice on www.sap.com/legal-notice for use terms,
disclaimers, disclosures, or restrictions related to SAP Materials
for general audiences.