S4C01
SAP S/4HANA Cloud, Public
Edition Onboarding Fundamentals
.
.
PARTICIPANT HANDBOOK
INSTRUCTOR-LED TRAINING
.
Course Version: 27
Course Duration:
Material Number: 50135532
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iii
Typographic Conventions
American English is the standard used in this handbook.
The following typographic conventions are also used.
This information is displayed in the instructor’s presentation
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Procedure
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Related or Additional Information
Facilitated Discussion
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iv
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Contents
vii
Course Overview
1
Unit 1:
3
9
17
23
Lesson: Introducing SAP S/4HANA Cloud, Public Edition
Lesson: Understanding System Landscapes
Lesson: Adapting to the Release Upgrade Strategy
Unit 2:
25
Unit 3:
57
79
95
Unit 4:
Unit 5:
Unit 6:
225
Managing Extensions and Integrations
Lesson: Developing Extensions
Lesson: Setting up Integrations
Unit 7:
205
223
Configuring the SAP S/4HANA Cloud, Public Edition Solution
Lesson: Configuring with SAP Central Business Configuration
Lesson: Managing Output
151
177
203
Identifying Implementation Requirements
Lesson: Delivering Fit-to-Standard Analysis Workshops
109
139
149
Managing People and Apps in the SAP Fiori Launchpad
Lesson: Working with the SAP Fiori Launchpad
Lesson: Explaining Identity Access Management
97
107
Preparing for the Transition to SAP S/4HANA Cloud, Public
Edition
Lesson: Managing Organizational Change for the Implementation
Project
Lesson: Scoping the Solution
Lesson: Discussing Application Lifecycle Management and
Methodology
39
43
55
Introducing the Technical Characteristics of SAP S/4HANA
Cloud, Public Edition
Migrating Data to SAP S/4HANA Cloud, Public Edition
Lesson: Migrating Legacy Data
Unit 8:
Testing Business Processes
Lesson: Testing Business Processes
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v
261
Unit 9:
Operating and Maintaining SAP S/4HANA Cloud, Public Edition
263
271
Lesson: Training End Users
Lesson: Operating the Solution
279
Lesson: Supporting the Solution
vi
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Course Overview
TARGET AUDIENCE
This course is intended for the following audiences:
© Copyright. All rights reserved.
vii
viii
© Copyright. All rights reserved.
UNIT 1
Introducing the Technical
Characteristics of SAP S/
4HANA Cloud, Public Edition
Lesson 1
Introducing SAP S/4HANA Cloud, Public Edition
3
Lesson 2
Understanding System Landscapes
9
Lesson 3
Adapting to the Release Upgrade Strategy
17
UNIT OBJECTIVES
●
Explain characteristics of SAP S/4HANA Cloud, Public Edition
●
Explain SAP system landscapes involved in implementation, training, and demonstration
●
Become familiar with the release upgrade cycle
●
Understand where to find release upgrade resources
© Copyright. All rights reserved.
1
Unit 1: Introducing the Technical Characteristics of SAP S/4HANA Cloud, Public Edition
2
© Copyright. All rights reserved.
Unit 1
Lesson 1
Introducing SAP S/4HANA Cloud, Public
Edition
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Explain characteristics of SAP S/4HANA Cloud, Public Edition
SAP S/4HANA Cloud, Public Edition Scope
SAP S/4HANA Cloud, public edition
SAP S/4HANA Cloud, public edition, is a ready-to-run cloud ERP that delivers the latest
industry best practices and continuous innovation. With SAP S/4HANA Cloud, public edition,
customers can see results right away with ready-to-work business processes built on proven
industry best practices. You can stay ahead by getting the latest business processes and
technology innovations with semi-annual release upgrades in August and February, which are
automatically installed in your system by SAP on the dates defined in the release schedule.
The fully extensible platform enables your unique business processes and you can easily
expand as your needs evolve with the cloud architecture.
Scope Highlights
SAP S/4HANA Cloud, public edition has a comprehensive ERP scope with end-to-end
business processes delivered by preconfigured SAP Best Practices and selected industryspecific scenarios. Detailed information regarding individual scope items is available in the
SAP Best Practices for SAP S/4HANA Cloud package in SAP Best Practices Explorer.
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3
Unit 1: Introducing the Technical Characteristics of SAP S/4HANA Cloud, Public Edition
Animation
For more information on this topic please view the animation in the lesson
Introducing SAP S/4HANA Cloud, Public Edition in your online course.
Scope Highlights
SAP S/4HANA Cloud has a comprehensive ERP scope with end-to-end business processes
delivered by preconfigured SAP Best Practices and selected industry-specific scenarios.
Detailed information regarding individual scope items is available in the SAP Best Practices
for SAP S/4HANA Cloud package in SAP Best Practices Explorer. https://rapid.sap.com/bp/
BP_CLD_ENTPR
Scope highlights:
●
●
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Finance
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Accounting and financial close
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Receivables and Payables mgmt.
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Cost mgmt. & profitability analysis
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Treasury & working capital mgmt.
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Governance Risk and Compliance
Procurement
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Procurement of direct materials and services
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Supplier management
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Central procurement
Sales
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4
Sell, deliver, bill, and monitor a combination of physical goods and services as one
solution offering
© Copyright. All rights reserved.
Lesson: Introducing SAP S/4HANA Cloud, Public Edition
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Sell from Stock & Sell Services
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Convergent & External Billing
Service
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After-sales services with service contracts, service deliveries, and billing with cost
controlling and revenue recognitions
Combine sales & services as packaged solution offerings
Manufacturing
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Material requirements planning with demand driven and/or predictive MRP
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Make to stock and make to order
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Quality management
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Environment, Health and Safety
R&D / Engineering
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Product compliance
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Enterprise portfolio and project management
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Variant configuration
Asset Management
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Resource scheduling for maintenance planner
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Enhanced collaboration and review
Supply Chain
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Warehouse Outbound & Inbound Processing
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Core Inventory Management
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(Advanced) ATP Processing
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Basic Transportation Mgmt.
Industry Capabilities
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Professional services
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Oil & Gas
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Automotive
GROW with SAP for Public Cloud
SAP S/4HANA Cloud, public edition Packages
The SAP S/4HANA Cloud, public edition packages have been designed to support the
priorities of customers who want to adopt cloud ERP with speed, predictability, and
continuous innovation. In addition to the core SAP S/4HANA Cloud, public edition software,
customers receive a grant of Cloud Platform Enterprise Agreement (CPEA) credits that can
be used to consume eligible services on the SAP Business Technology Platform (SAP BTP),
entitlements to SAP Build to create apps, automate processes, and design business sites,
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Unit 1: Introducing the Technical Characteristics of SAP S/4HANA Cloud, Public Edition
enhanced finance capabilities, and the GROW with SAP acceleration services, tools, and
methodologies.
The SAP BTP CPEA credits provided to each customer vary, as they are based on the annual
contract valuation (ACV) of each unique contract. Please note, the base and premium
packages differ in the quantity of additional features provided for SAP BTP Build and the
Finance Entitlements.
GROW with SAP Offering
The GROW with SAP offering was built to specifically help midsize companies take full
advantage of cloud ERP and give customers confidence they will be up and running quickly
with technology that allows them to keep growing effectively and efficiently. GROW with SAP
provides the solutions, best-practice support, adoption acceleration services, and community
and learning to deliver a cost-effective, rapid implementation that enables you to scale into
the future.
GROW with SAP includes:
6
© Copyright. All rights reserved.
Lesson: Introducing SAP S/4HANA Cloud, Public Edition
Feature
Description
Solution Components
●
●
●
Adoption and Acceleration Services
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●
●
Community and Learning
●
●
SAP S/4HANA Cloud, public edition; the
ready-to-run cloud ERP that delivers the
latest industry best practices and
continuous innovation.
SAP Business Technology Platform (SAP
Build) to enable all developers to build,
integrate, and collaborate with an agile
innovation platform.
Industry best practice content to support
customers in optimizing their processes
with preconfigured scenarios.
SAP Activate Methodology and SAP Cloud
ALM to accelerate implementation results
with predictable outcomes.
Optional SAP Baseline Packaged
Activation Service to deploy a
preconfigured customer-personalized
environment within weeks to provide a
solid foundation for future enhancements.
Trusted partner ecosystem to facilitate
each customer's journey to the cloud.
Access to SAP Community where
software users, developers, consultants,
mentors, and students, share ideas, learn,
innovate, and connect with others. You
can explore technology topics, ask
questions, and engage with other
members to collaborate on ideas and
learn in the cloud.
Accessible learning resources tailored to
roles and learning goals on SAP Learning.
LESSON SUMMARY
You should now be able to:
●
Explain characteristics of SAP S/4HANA Cloud, Public Edition
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7
Unit 1: Introducing the Technical Characteristics of SAP S/4HANA Cloud, Public Edition
8
© Copyright. All rights reserved.
Unit 1
Lesson 2
Understanding System Landscapes
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Explain SAP system landscapes involved in implementation, training, and demonstration
System Landscapes for Implementation
SAP for Me
SAP for Me is the digital platform for customers and partners to find the information they
need and use a variety of self-service features to easily request support, provision systems,
and resolve issues. SAP for Me is free and uses your existing SAP ID.
Customers can provision their cloud systems (e.g. SAP Cloud ALM) from the Systems &
Provisioning Dashboard and view their licenses and consumption of SAP solutions from the
Portfolio & Products dashboard. Partners can manage their customers' license portfolio,
cloud consumption, upcoming renewals, and more with the Customer Success Dashboard.
At the beginning of an implementation, a customer administrator provisions the following
systems via SAP for Me:
1. SAP Cloud ALM
2. SAP Central Business Configuration
3. SAP S/4HANA Cloud Starter System
4. SAP S/4HANA Cloud Development System
5. SAP S/4HANA Cloud Test System
6. SAP S/4HANA Cloud Production System
Choose the Continue button to learn more about SAP for Me.
Animation
For more information on this topic please view the animation in the lesson
Understanding System Landscapes in your online course.
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9
Unit 1: Introducing the Technical Characteristics of SAP S/4HANA Cloud, Public Edition
SAP Cloud Identity Services
SAP Cloud Identity Services consists of two separate systems hosted in SAP Business
Technology Platform: Identity Authentication Service (IAS) and Identity Provisioning Service
(IPS). The identity tenants are the first to be provisioned for an SAP S/4HANA Cloud
customer because the other systems are connected to them. Identity Authentication is a
cloud service for authentication, single sign-on, and user management in SAP cloud and onpremise applications. It can act as an identity provider itself or be used as a proxy to integrate
with an existing single sign-on infrastructure. Identity Provisioning offers a comprehensive,
low-cost approach to identity lifecycle management in the cloud. It helps you provision
identities and their authorizations to various cloud and on-premise business applications.
Collectively, IAS and IPS enable customers to manage access to applications across their
landscape.
SAP Cloud ALM
SAP Cloud ALM is an application lifecycle management tool that provides implementation and
operations capabilities for SAP cloud solutions. SAP Cloud ALM is hosted on the SAP
Business Technology Platform, and is included in the SAP Enterprise Support for cloud
10
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Lesson: Understanding System Landscapes
editions that automatically comes with a customer's SAP S/4HANA Cloud software at no
additional cost.
During implementation, project team members (both customer and partner) can use the
project management capabilities to view the project progress, assign tasks to team members,
mark tasks as complete, and more. The tasks and deliverables that must be completed during
each implementation phase are populated from the SAP Activate Implementation Roadmap,
and scope item information is populated from SAP Best Practices Explorer to support in Fitto-Standard Workshops when configuration data is gathered. There are additional capabilities
for test management, change management, and analytics that will be discussed in future
lessons. After implementation, the IT team can use the operations capabilities for full-stack
monitoring and alerting of business processes, integrations, users, applications, and health of
all managed systems. SAP Cloud ALM can monitor multiple SAP solutions in addition to SAP
S/4HANA Cloud to provide transparency into the health of the entire landscape.
SAP Central Business Configuration
SAP Central Business Configuration is hosted on SAP Business Technology Platform and is
used to provision, activate business content, and configure the SAP S/4HANA Cloud
systems. First, SAP Central Business Configuration is used to activate the predefined content
and configuration in the SAP S/4HANA Cloud Starter System. The Starter System is used to
gather customer configuration requirements and finalize the scope during Fit-to-Standard
Workshops. After all configuration values have been gathered, SAP Central Business
Configuration is used to provision the customer's SAP S/4HANA Cloud systems, activate
business scope, define the organizational structure and primary finance settings, configure
business processes, and maintain transports between the systems. After go-live, customers
continue to use SAP Central Business Configuration to maintain their SAP S/4HANA Cloud
systems through future release upgrades and business changes. For example, new country or
business scope activation, defining additional organizational entities, or making configuration
changes.
Click on the orange frames below to learn more about the project experience in SAP Central
Business Configuration.
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11
Unit 1: Introducing the Technical Characteristics of SAP S/4HANA Cloud, Public Edition
Animation
For more information on this topic please view the animation in the lesson
Understanding System Landscapes in your online course.
SAP Business Technology Platform
The SAP Business Technology Platform (BTP) is integral to SAP S/4HANA Cloud. You can
run and monitor integrations on SAP BTP to connect your SAP and non-SAP solutions with
the Integration Suite. Many of our prepackaged integrations already run on SAP BTP. You can
develop and run side-by-side extensions or apps on SAP BTP to customize your SAP S/
4HANA Cloud solution with the Extension Suite. You can enable Fiori Launchpad apps for the
SAP Mobile Start app with the SAP Build Work Zone so employees can access their desktop
apps on mobile devices (access to this service is included in GROW with SAP). You can also
deploy and run database and data management solutions and develop customized analytics
across your solutions on SAP BTP. View all SAP BTP services in the SAP Discovery Center.
12
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Lesson: Understanding System Landscapes
SAP S/4HANA Cloud Systems
SAP S/4HANA Cloud Trial System
The SAP S/4HANA Cloud, public edition Trial System is a shared landscape with guided tours
to help you experience SAP S/4HANA Cloud applications as different business roles. Each
tour guides you through business process flows and apps the user would work with to
complete their job tasks. Start your 14-day free trial here.
SAP S/4HANA Cloud Starter System
The SAP S/4HANA Cloud Starter System is a preconfigured system with the enterprise scope
(all lines of business enabled) and business data that aligns with the SAP Best Practices test
scripts. Consultants use the Starter system to deliver Fit-to-Standard workshops to customer
business experts in each line of business during the Explore phase of the SAP Activate
Methodology. The purpose is to teach the customer experts how to navigate the new system
and to gather configuration data and extension requirements. Customization requirements
are documented in SAP Cloud ALM to ensure there is a record of each requirements the
consultants must implement in the customer’s actual system during the Realize phase of the
SAP Activate Methodology. The Starter system can be decommissioned after the customer’s
own systems are implemented, as it would not be needed any longer.
3-System Landscape (3SL) for SAP S/4HANA Cloud, public edition
In August of the year 2022 (release 2208), the 3-system landscape (3SL) became available.
The 2-system landscape included a Quality system, where customizations were both created
and tested, and a Production system. 3SL includes a Development system, Test system
(previously named, Quality), and Production system. This enables developers to build more
complex on-stack extensions using stable SAP objects in the Development system, and
separates testing activities into a dedicated Test system.
Development System
Within a system, there can be one or more client tenants with different purposes. A client is an
organizational unit in the system with specific user master records and authorizations. The
SAP S/4HANA Cloud Starter and Development systems have two client tenants:
●
●
Development tenant / client 080 is for developer extensibility in the SAP S/4HANA Cloud
ABAP environment, where developers have full ABAP development tool access to released
SAP S/4HANA Cloud business objects and extension points. The development tenant is
client-independent, meaning development objects built here can be accessed from the
customizing tenant if permission is granted. This is because development objects are
stored in database tables without a client column. Changes are recorded on development
workbench requests and are released for transport with the Transport Organizer view in
ABAP Development Tools.
Customizing tenant / client 100 is the main project, used for business process
configuration and key user extensibility with the SAP Fiori extensibility apps. The
customizing tenant is client-dependent, meaning configurations or extensions made here
can only be accessed within the customizing tenant. This is because master and
transactional data is stored in database tables within a client column. Changes to business
configuration in this tenant are recorded on customizing requests and are released for
transport with the Export Customizing Requests SAP Fiori app. Key user extensions built
with the SAP Fiori extensibility apps in this tenant are added to software collections and
released for transport with the Export Software Collections SAP Fiori app.
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Unit 1: Introducing the Technical Characteristics of SAP S/4HANA Cloud, Public Edition
Test System
An administrator imports development requests, customizing requests, and software
collections with the Import Collection SAP Fiori app, in the Test system to validate business
configurations and extensions.
Production System
An administrator imports development requests, customizing requests, and software
collections with the Import Collection SAP Fiori app in the Production system to make the
configurations and extensions available for productive use.
3-System Landscape (3SL) for SAP S/4HANA Cloud, public edition
In August of the year 2022 (release 2208), the 3-system landscape (3SL) became available.
The 2-system landscape included a Quality system, where customizations were both created
and tested, and a Production system. 3SL includes a Development system, Test system
(previously named, Quality), and Production system. This enables developers to build more
complex on-stack extensions using stable SAP objects in the Development system, and
separates testing activities into a dedicated Test system.
Click on each pictogram to display additional information.
Animation
For more information on this topic please view the animation in the lesson
Understanding System Landscapes in your online course.
Start your 14-day free trial here.
Additional Systems for Training or Demonstration
Additional Systems for Training or Demonstration
Select each option to display further information:
14
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Lesson: Understanding System Landscapes
Animation
For more information on this topic please view the animation in the lesson
Understanding System Landscapes in your online course.
●
To learn more about Partner Test, Demo, and Development (TDD): Learn more
●
To learn more about Partner Shared Demo Environment (PDE): Learn more
●
To learn more about SAP Learning System Access: Learn more
Partner Test & Demonstration Landscape
Get free access to an integrated, pre-scripted shared demo environment focused on
intelligent enterprise solutions. This system is regularly updated and has a growing repository
of demo store content largely focused on intelligent enterprise demo scenarios. The demo
scripts help partners create a compelling SAP Intelligent Enterprise story relevant to your
solution / industry / line of business to support you in demonstrating and selling the solution
to customers.
Learn more
SAP Learning System Access
This tenant is specialized for use only when completing SAP S/4HANA Cloud training courses
from SAP Learning Hub. Each course has a dedicated tenant (e.g. the SAP S/4HANA Cloud
Finance course has a corresponding system) that is tested and validated to work with the
respective training course exercises. Because the system is specific to training courses, an
SAP Learning Hub subscription is required.
Learn more
Stay Current Enablement Sandbox
This system is a free playground landscape to explore SAP S/4HANA Cloud functionality and
new scope items from the latest release. Basic company data and master data are preloaded,
however the system is not specifically tested to work with the SAP S/4HANA Cloud training
courses on SAP Learning Hub (use SAP Learning System Access for this). You can try testing
course exercises here, but you may need to complete additional steps, such as creating your
own master data, for the exercises to work. You request access for a one-week booking at a
time through SAP Learning Hub, therefore a subscription to SAP Learning Hub is required.
Detailed instructions to request access to the sandbox is available in the SAP S/4HANA Cloud
Implementation Learning Room.
Figure 1: Additional Systems Relevant for SAP S/4HANA Cloud
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15
Unit 1: Introducing the Technical Characteristics of SAP S/4HANA Cloud, Public Edition
LESSON SUMMARY
You should now be able to:
●
16
Explain SAP system landscapes involved in implementation, training, and demonstration
© Copyright. All rights reserved.
Unit 1
Lesson 3
Adapting to the Release Upgrade Strategy
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Become familiar with the release upgrade cycle
●
Understand where to find release upgrade resources
Release Upgrade Process
Components of the SAP S/4HANA Cloud Release Cycle
Explore the two components of the SAP S/4HANA Cloud release cycle:
Animation
For more information on this topic please view the animation in the lesson
Adapting to the Release Upgrade Strategy in your online course.
Components of the SAP S/4HANA Cloud Release Cycle
Explore the two components of the SAP S/4HANA Cloud release cycle:
●
Release
-
-
-
●
Two major releases per year
Provides substantial developments and the typical enhancements to existing
functionality.
Enhancements to a customer's existing scope are automatically installed by SAP.
Substantial developments that are not relevant for a customer's existing scope are not
installed by SAP. For example, if a new business process is released, a customer can
choose whether or not to activate the process in their systems.
Continuous delivery updates
-
-
-
Delivered monthly
Provides pre-deliveries of new features that SAP makes available in the SAP S/4HANA
Cloud system, but does not install. This gives customers flexibility to decide if they want
to switch any of these features on.
If a feature is not switched on when delivered, it will be automatically installed by SAP at
the next release.
© Copyright. All rights reserved.
17
Unit 1: Introducing the Technical Characteristics of SAP S/4HANA Cloud, Public Edition
The release reference consists of the last two digits of the year and the numerical month. For
example, the first release of the year 2022 in February is release 2202. A continuous feature
delivery is indicated by a suffix following the release. For example, the first continuous feature
delivery after release 2202 is 2202.1, then 2202.2, etc.
SAP S/4HANA Cloud Continuous Delivery Release Strategy
Beginning in the year 2022, SAP S/4HANA Cloud moved from a quarterly release cycle to a
semi-annual release cycle with regular deliveries between releases. This method is less
disruptive to customers to desire more stability and fewer releases, while satisfying early
adopter customers who like trying out new features as they roll out. This strategy also enables
SAP to quickly react to feedback and improvement requests submitted by customers and
partners in the Influence Portal.
Animation
For more information on this topic please view the animation in the lesson
Adapting to the Release Upgrade Strategy in your online course.
18
© Copyright. All rights reserved.
Lesson: Adapting to the Release Upgrade Strategy
Activate New Features via SAP Fiori App
New feature deliveries become available in the Activate New Features SAP Fiori app in the
launchpad. An administrator can activate a new feature in the app when it's released, or wait
until the next major release, when it will automatically be activated by SAP for all who scope is
relevant for the feature.
Note:
Feature activation is not transportable, so you must activate a new feature in each
system (Development, Test, Production). Feature activation is NOT reversible, so
thorough testing of the feature should be done before activating in the Production
system.
Release Upgrade Resources
You can find the latest release information, and influence future releases in the following
resources:
●
What's New and What's New Viewer in SAP Help Portal
-
-
-
●
A website within the SAP Help Portal with detailed information about new and changed
features in the latest release.
Enhancements are presented in a standard What's New PDF document, or you can use
the filter and search capabilities on the What's New Viewer to find information specific
to your needs and download in a CSV or PDF file.
Access SAP S/4HANA Cloud What's New in the SAP Help Portal
Release Assessment and Scope Dependency (RASD) 2.0 Tool
-
A customer-specific landscape to help customers understand the impact of changes to
their active SAP Best Practices scope in SAP S/4HANA Cloud after each release.
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19
Unit 1: Introducing the Technical Characteristics of SAP S/4HANA Cloud, Public Edition
-
-
-
●
Customers can access the RASD 2.0 with their S-user ID via this link.
Customers can also access the RASD 2.0 from SAP for Me in the Portfolio & Products
dashboard. Select SAP S/4HANA Cloud > Additional Information > Selected Content.
SAP Road Map Explorer
-
-
●
Personalized analysis provides information on changes to existing scope, new
functionality, deprecated functionality, and recommendations on what to test based on
the degree of change and impact to scope items.
An interactive tool with functionality to mix and match different filters to create, save,
and share a customized road map with information about current and planned future
enhancements.
Access SAP Road Map Explorer
Customer Influence Portal
-
-
Enables customers and partners to influence SAP software development decisions by
submitting improvement requests for different SAP products. Customers can also get
involved in special projects for early adopters and beta testing.
Access the Influence Portal
LESSON SUMMARY
You should now be able to:
20
●
Become familiar with the release upgrade cycle
●
Understand where to find release upgrade resources
© Copyright. All rights reserved.
Unit 1
Learning Assessment
1. Which of the following are included in the base and premium packages for SAP S/4HANA
Cloud, public edition?
Choose the correct answers.
X
A Cloud Platform Enterprise Agreement (CPEA) credits
X
B Qualtrics
X
C SAP Signavio Process Manager
X
D Finance Entitlements
X
E SAP Build Work Zone
2. What services can you consume with the Cloud Platform Enterprise Agreement (CPEA)
credits?
Choose the correct answer.
X
A Ariba Network
X
B SAP Enable Now
X
C SAP Business Technology Platform
X
D SAP Learning Hub
3. What system does a customer use to provision their SAP Cloud ALM tenant?
Choose the correct answer.
X
A SAP Cloud Identity Services
X
B SAP for Me
X
C SAP Central Business Configuration
X
D SAP Business Technology Platform
© Copyright. All rights reserved.
21
Unit 1: Learning Assessment
4. How do you configure the SAP Mobile Start app?
Choose the correct answer.
X
A With SAP Central Business Configuration
X
B With the Launchpad Service on SAP Business Technology Platform
X
C With the Extension Suite on SAP Business Technology Platform
5. How can customers understand the impact of changes to the activated scope items in
their personal SAP S/4HANA Cloud system during each release?
Choose the correct answer.
X
A By using the What's New Viewer in the SAP Help Portal
X
B By reviewing the SAP Best Practices Explorer new and changed scope item
information
X
C By reviewing the updates to the SAP Activate Roadmap Viewer
X
D By using the Release Assessment and Scope Dependency (RASD) tool
6. How many major releases are delivered for SAP S/4HANA Cloud?
Choose the correct answer.
22
X
A One major release
X
B Two major releases
X
C Three major releases
X
D Four major releases
© Copyright. All rights reserved.
UNIT 2
Preparing for the Transition to
SAP S/4HANA Cloud, Public
Edition
Lesson 1
Managing Organizational Change for the Implementation Project
25
Lesson 2
Scoping the Solution
39
Lesson 3
Discussing Application Lifecycle Management and Methodology
43
UNIT OBJECTIVES
●
Understand best practices of leading successful organizational change
●
Identify stakeholders involved in the transformation
●
Understand the cloud mindset
●
Analyze the change impact for an organization
●
Support end user adoption with enablement
●
Use the Digital Discovery Assessment to scope a customer's solution
●
Appy the SAP Activate implementation methodology to your project
●
Use SAP Cloud ALM for project management tasks
© Copyright. All rights reserved.
23
Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
24
© Copyright. All rights reserved.
Unit 2
Lesson 1
Managing Organizational Change for the
Implementation Project
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Understand best practices of leading successful organizational change
●
Identify stakeholders involved in the transformation
●
Understand the cloud mindset
●
Analyze the change impact for an organization
●
Support end user adoption with enablement
Organizational Change Management Overview
Research by McKinsey
McKinsey & Company's research in a 2010 survey on What successful transformations share
found employee engagement, especially early in the planning process, to be a key success
factor. To foster engagement, they suggest breaking down the change process into small,
clearly defined activities and involving employees to give them a sense of ownership in the
change initiative. Regular communication from the executive stakeholders is also important in
keeping employees engaged, positive, and reducing change fatigue during a large-scale
transformation.
Limiting mindsets can occur at all levels of the organization. To successfully achieve a largescale transformation, such as implementing a company-wide software solution, leaders need
to identify limiting mindsets and reframe them appropriately. Humans can frame any
situation to make it appear better or worse, such as the classic paradigm of looking at a glass
of water as half-full or half-empty. In the 2019 McKinsey article, Getting personal about
© Copyright. All rights reserved.
25
Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
change, the authors noted that mind-sets ingrained by past management practices remain
ingrained far beyond the existence of the practices that formed them, even when new
management practices have been put in place. However they also explained that once
employees become open to new ways of looking at what's possible for them and their
organization, they can never return to a state of not having that broader perspective.
References:
●
McKinsey, 2020, How do we manage the change journey?
●
McKinsey Survey, 2010, What successful transformations share
●
McKinsey, 2019, Getting personal about change
Change Plan Characteristics
McKinsey & Company's extensive research on organizational change management found the
following characteristics to be essential for creating a change plan closely tied to success:
●
Assessing a company's present situation rigorously
●
Identifying the current state of corporate capabilities and problems
●
Explicitly identifying underlying mindsets that must change for the transformation to
succeed
Research by McKinsey
Play the video to get some background information on the research by McKinsey.
Video
For more information on this topic please view the video in the lesson Managing
Organizational Change for the Implementation Project in your online course.
References
●
McKinsey, 2020, How do we manage the change journey?
●
McKinsey, 2019, Getting personal about change
Premortem Analysis with the Project Team
In his 2004 book, The Power of Intuition, Gary Klein devised a "premortem analysis"
procedure to help teams develop the ability to quickly adapt to changing situations as
exceptions over the course of a project. The idea came from a study conducted at the
26
© Copyright. All rights reserved.
Lesson: Managing Organizational Change for the Implementation Project
University of Colorado that found prospective hindsight, where you imagine an event has
already occurred, can increase a person's ability to correctly identify reasons for future
outcomes by up to 30 percent.
A premortem comes at the beginning of a project, so the team can anticipate potential issues
that could happen and develop resolutions in advance. If and when any of those problems
occur during the project, the team can quickly and easily implement the resolution previously
identified.
This is how Gary Klein describes the procedure:
"Start by assuming [your] undertaking has failed spectacularly. Then, over the next few
minutes, write down every reason you can think of for the failure […]. Then, revisit your plans
in light of the pitfalls you've uncovered, and generate ideas as to how you can minimize their
likelihood of occurring or avoid them altogether. Klein also recommends that you periodically
review your premortem list as you make progress."
Figure 2: Premortem Analysis Example
Resources to Support Organizational Change Management
To support a successful SAP S/4HANA Cloud implementation, SAP provides organizational
change management guidance and templates in the Solution Adoption workstream of the
SAP Activate Methodology to do the following:
●
Conduct a Cloud Mindset Assessment & determine follow-up actions
-
●
Manage Organizational Change Management (OCM) tasks end-to-end
-
●
To assess a company's present situation and readiness for a cloud solution
To support partner consultants and customers complete tasks such as setting up an
OCM team, analyzing and planning activities, conducting continuous change
management, and others that need to be completed at key implementation phases
throughout the project (and after).
Identify & engage stakeholders
-
To identify key individuals at different levels of the organization critical to the success of
the project
© Copyright. All rights reserved.
27
Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
●
Conduct Change Impact Analyses and determine follow-up actions
-
●
To assess existing mindsets based on perceived impact of the new solution and
potential issues
Conduct Learning Needs Analysis and design an enablement strategy
-
To identify training requirements to ensure all employees are fully prepared and
enabled for the new solution
Stakeholder Identification
Identify Key Stakeholders
Identifying the right stakeholders is critical to a successful implementation project. Some
stakeholders have already been engaged in the Discover phase for tasks such as creating a
business case for SAP S/4HANA, exploring the trial system, and ultimately purchasing the
solution and choosing the scope during the Digital Discovery Assessment. These are likely L1
Executive Sponsor stakeholders.
In the Prepare phase, the core project team (L1 stakeholders) should be identified, in addition
to the implementation project team (L4 stakeholders). Prior to the Fit-to-Standard workshops
in the Explore phase, key users and the extended project team (L2 stakeholders) should be
identified, as they are essential to the success of the workshops. Key users are those in an
administrative position, and should be chosen carefully as they are typically granted access to
customization Fiori apps on the launchpad, such as Custom Fields and Logic, Custom
Business Objects, and so on (though these business roles can be customized to remove
access to those apps).
The extended project team includes customer Line of Business process exerts, and other
supporting customer experts involved in integration and customization activities. Partner
consultants will lead the LoB-specific workshops to collect configuration values, evaluate
standard SAP Best Practices business processes the customers are willing to adopt
(replacing their original process(es)), integration specifications, customizations that are
required, and other information used in the Realize phase to configure the solution. In
addition, it's important to have at least one Organizational Change Management expert
(customer or partner) involved in each workshop to identify the change impact for each LoB.
28
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Lesson: Managing Organizational Change for the Implementation Project
Assessing the change impact is essential to determining the training requirements to
efficiently and effectively ramp up employees / consumers of the solution (L3 stakeholders).
Select Learn more to receive further information about the different stakeholder levels.
Animation
For more information on this topic please view the animation in the lesson
Managing Organizational Change for the Implementation Project in your online
course.
L1 Stakeholders: Core Team and Executive Sponsors
This group is composed of the promoters of change. It includes those persons who
participated in analyzing the business needs and conceptualizing the solution, as well as those
persons responsible for driving the change (executive sponsors and project owners among
others)
L2 Stakeholders: Key Users and Extended Project Team
This group consists of the key process owners, as well as the extended project team
(business process experts, users with elevated access, analysts, auditors, IT executives and
IT experts, among others). Change advocates are drawn and fostered from this group.
L3 Stakeholders: Consumers (Internal and External)
This group consists of all other individuals and organizations impacted by the solution being
implemented (end users, indirect users, internal to the organization or external). Efficiently
and effectively servicing this group of users is the ultimate goal of the solution.
L4 Stakeholders: Implementation Project Team
Day-to-day project execution of all deliverables and tasks associated with the SAP Activate
project phases by documenting and resolving any issues and risk within the framework of
their authority. Identification, resolution and communication of issues and risk to PMO along
with the status reporting and communication to the Project Manager are key tasks for L4.
Stakeholders Involvement
Play the video to learn how to identify the key stakeholders for successful project
implementation.
© Copyright. All rights reserved.
29
Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
Video
For more information on this topic please view the video in the lesson Managing
Organizational Change for the Implementation Project in your online course.
Cloud Mindset
Why Cloud?
There are many benefits to a public cloud solution, including:
●
●
●
●
●
Lowest TCO: Leveraging software-as-a-service to minimize - and in some cases eliminate costs related to infrastructure, implementation, maintenance and upgrades. Benchmarks
show that cloud solutions are at least 30% less costly than other deployment types.
Easy to scale: In the cloud, you can grow (or shrink) your software footprint easily based
on the needs of the organization.
Speed of innovation: With multiple releases a year, a cloud solution helps ensure you get
the latest innovations instantly.
Simplification and standardization: The predefined processes and packaged content in a
SaaS solution simplifies and standardizes the landscape.
Easy to replicate and deploy: In the cloud, your software can be deployed globally or
replicated in a matter of minutes.
SAP Activate Implementation Approach: Mindset Shift to Cloud
To make an SAP S/4HANA Cloud implementation successful, we need to move away from the
traditional "Fit-Gap" on-premise mindset to the Fit-to-Standard Cloud mindset.
Note:
A "Gap" is a difference between what the system DOES and what the customer
NEEDS it to do.
30
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Lesson: Managing Organizational Change for the Implementation Project
Traditional "Fit-Gap" mindset:
●
Make the software fit the company
●
Fit-gap analysis
●
Business Blueprint phase (weeks and months)
●
Heavy customization and modifications
●
Preconfigured processes (SAP Best Practices) optional and only as a jumpstart
Fit-to-Standard mindset:
●
Make the company fit the software
●
Fit-to-standard analysis - "what you see is what you get"
●
Fit-to-standard workshops (days and weeks) - "the system is your blueprint"
●
Workarounds and light extensions
●
Preconfigured processes (SAP Best Practices) mandatory, as they are the final
destination!
How to handle gaps with the Fit-to-Standard Mindset:
1. No Gap!
●
●
Is it really needed at all? Why? What's the business value? What if you didn't have it?
Not available in S4HC core, but in an add-on or other SAP application (often with
standard integration)
2. Roadmap
●
Official/public roadmap or unofficial "planned innovation".
●
If it's not on the official/external roadmap today, maybe it can be added.
●
If it's on the official/external roadmap, but it's urgent, maybe it can be prioritized and
brought forward.
3. Workaround
●
In S4HC standard functionality, for example, alternative use of an existing field.
© Copyright. All rights reserved.
31
Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
●
Outside of S4HC altogether, for example, in new or existing 3rd party app, or even MS
Excel.
4. Custom Integration and/or Extensibility
●
Integration with APIs (available or on the roadmap).
●
In-app extensibility using the SAP Fiori apps in the lauchpad.
●
Side-by-side extensibility, with SAP Business Technology Platform and the SAP S/
4HANA Cloud SDK.
5. Co-innovation (co-development)
●
With SAP
●
With partner
6. Any combination of the above (for example, roadmap and workaround)
Change Impact Analysis
Change Impact Analysis Key Tasks
The purpose of the Change Impact Analysis Process is to identify the impact of changes
associated with the implementation project on the organization. This enables you to develop a
change management plan to meet the requirements of stakeholders and support a smooth
transition to the new system. To get a visual "heat map" overview of the varying degrees of
impact different areas of the business will experience, use the SAP S/4HANA Cloud Change
Impact Analysis.xlsx accelerator.
Assessing all types of change impact:
●
What organizational transition activities need to be executed to prepare the organization
for the identified change impacts?
-
●
32
Change of job descriptions, incentive system, goal setting, re-organization
How is the change network designed to meet the requirements of identified change
impacts?
© Copyright. All rights reserved.
Lesson: Managing Organizational Change for the Implementation Project
-
●
What specific activities are needed to ensure the right level of stakeholder engagement is
in place to identify the change impact to the organization?
-
●
Communication needs, communication channels, communication timeline, key
messages
What learning is needed to prepare each stakeholder group for the upcoming changes?
-
-
●
Involvement, commitment, awareness
What kind of communication is required to prepare the organization for the identified
change impacts?
-
●
Number of change agents, timeline of change agent network activities, required skill set
of change agents?
Training topics, delivery methods, duration, transactional scope, business knowledge,
process knowledge, system knowledge
We recommend discussing the change impact after each business process is
demonstrated/discussed during the Fit-to-Standard workshops with customer
business process experts, as this is when the new way versus old way differences will
be fresh in everyone's minds.
What further activities are required to plan, execute and to prepare the organization for the
upcoming change?
-
Could there be any other change impacts? Consider everything that could possibly go
wrong, and brainstorm solutions.
tLearning and Enablement
Learning & Enablement Key Tasks
The goal of the learning needs analysis is to ensure the right learning is readily available at the
time of need. The focus is on intuitive, consumer focused content, activities and deployment
methods that are directly relevant to the learner's daily life. The change impact of the new
solution is important in understanding the enablement needs of all stakeholders in the
organization. All training resources should be evaluated, including SAP enablement content,
and documentation customers have for processes in the legacy system.
Click on each image to display a description.
Animation
For more information on this topic please view the animation in the lesson
Managing Organizational Change for the Implementation Project in your online
course.
For additional information, review these deliverables in the SAP Roadmap Viewer:
●
Enablement Assessment
●
Learning Needs Analysis for Users
© Copyright. All rights reserved.
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Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
Learning & Enablement Key Tasks
The goal of the learning needs analysis is to ensure the right learning is readily available at the
time of need. The focus is on intuitive, consumer focused content, activities and deployment
methods that are directly relevant to the learner's daily life. The change impact of the new
solution is important in understanding the enablement needs of all stakeholders in the
organization. All training resources should be evaluated, including SAP enablement content,
and documentation customers have for processes in the legacy system.
For additional information, review the following deliverable in the SAP Roadmap Viewer:
●
Learning Needs Analysis for Users
Embedded Support in the SAP Fiori Launchpad
Through the SAP Enable Now content tool, SAP has developed many predelivered tutorials
for standard business processes and made them available in the Web Assistant in SAP S/
4HANA. End-users can access enablement and support any time by selecting the question
mark icon in the top right corner of the launchpad. Delivering training content within the SAP
S/4HANA applications provides support to end-users when they need it, in-context of the
current task. Easily accessible enablement improves user adoption of a solution and
increases productivity, as it takes less time to get employees up-to-speed on the new
solution. If a customer has best practices in their system that have not been customized,
there may be a predelivered tutorial that can be used at no additional cost. To create your
own custom tutorials or download the standard tutorial packages and edit, a license to SAP
Enable Now is required.
34
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Lesson: Managing Organizational Change for the Implementation Project
Try it out
Click through the tutorial below to get an experience of an SAP Enable Now tutorial, while also
learning how to access embedded help in SAP S/4HANA Cloud.
Simulation
For more information on this topic please view the simulation in the lesson
Managing Organizational Change for the Implementation Project in your online
course.
Developing E-Learning Content with SAP Enable Now
With a license to SAP Enable Now, you can create, maintain and deliver effective training and
enablement assets where learners can easily find them. Create content once, and reuse it
across multiple learning scenarios, and provide contextual knowledge and guidance by
embedding tutorials directly in an application. You can also add videos, animations, or
detailed and interactive software simulations easily with the Enable Now Producer. SAP
Enable Now is supported for both on-premise and cloud deployments.
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35
Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
Learn more about SAP Enable Now
Learn how to use SAP Enable Now in the SAP Help Portal
Find tutorials, templates, and other materials that can be used with SAP Enable Now in the
SAP Enable Now Info Center
SAP Learning Hub
There are a multitude of enablement resources on SAP Learning Hub. Start with an SAP
Learning Journey to identify the training course(s) relevant to your interests. Complete elearning courses 24x7x365 via Learning Hub and join expert-led live training sessions offered
through the SAP Learning Rooms. If your SAP S/4HANA Cloud Learning Journey leads to
certification, revisit the SAP S/4HANA Cloud Implementation Learning Room to find the
quarterly "stay current" release information and complete a short assessment to keep your
knowledge up-to-date. You can also ask questions and collaborate with SAP experts and your
peers through the SAP Learning Rooms.
36
© Copyright. All rights reserved.
Lesson: Managing Organizational Change for the Implementation Project
SAP S/4HANA Cloud Learning Rooms
Access to the Learning Rooms and training content is based on your SAP Learning Hub
subscription. Check out all SAP Learning Hub Editions here.
●
SAP Enterprise Support Value Maps Learning Room
-
●
SAP S/4HANA Cloud Implementation Learning Room
-
●
Customers have access to this Learning Room through their SAP Enterprise Support
package. SAP Enterprise Support experts deliver virtual meet-the-expert sessions,
develop administrator and customer project team member-focused training content,
and collaboratively work with customers to support their experience during
implementation and after go-live.
Find training and certification resources, exchange questions and answers with SAP
experts and your peers, and attend virtual instructor-led live sessions discussing
related topics.
PartnerEdge Learning Rooms
-
Implementation consultants from SAP Partner companies have access to PartnerEdge
Learning Rooms through their status as a "partner". These Learning Rooms are
targeted to partners preparing for, or currently working on implementation projects.
Partners can access virtual instructor-led live sessions, training materials, and
exchange questions, answers, and project experiences with SAP experts and their
peers.
© Copyright. All rights reserved.
37
Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
Note:
Check which SAP Learning Hub edition(s) you have with the following steps:
1. Navigate to the SAP Training website.
2. Select the icon in the top right corner to log in.
3. Select the same icon in the top right corner and choose the Access purchased
subscriptions option.
4. Your subscriptions are displayed.
Note:
For technical issues with SAP Learning Hub or SAP Learning Rooms, submit a
ticket in the User Support Center.
LESSON SUMMARY
You should now be able to:
38
●
Understand best practices of leading successful organizational change
●
Identify stakeholders involved in the transformation
●
Understand the cloud mindset
●
Analyze the change impact for an organization
●
Support end user adoption with enablement
© Copyright. All rights reserved.
Unit 2
Lesson 2
Scoping the Solution
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Use the Digital Discovery Assessment to scope a customer's solution
Digital Discovery Assessment
Digital Discovery Assessment Overview
The Digital Discovery Assessment is used in the sales cycle to assess a customer's
requirements and match them with the best SAP S/4HANA Cloud solution to fit their needs.
This occurs in the Discover phase of the SAP Activate Methodology.
As a member of a sales or presales team, you will use the Supply Chain of Selling app to
create the initial customer opportunity and follow the guided workflow to complete the Quick
Qualification and Detailed Discovery. You can access all your customer Discovery
Assessments in the Digital Discovery Assessment app.
The Digital Discovery Assessment provides an automated recommendation based on the
customer data for an SAP S/4HANA Cloud solution, which could include:
●
SAP S/4HANA Cloud
●
SAP S/4HANA Cloud, private edition
© Copyright. All rights reserved.
39
Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
Quick Qualification
The Discovery Assessment provides an automated recommendation initially based on data
input to the Quick Qualification form. This captures basic data, such as if the customer is net
new or existing (installed base), if the implementation will be greenfield (new) or brownfield
(system conversion), and country and industry data the solution must cover.
Detailed Discovery
After the Quick Qualification, a Detailed Discovery is completed to identify the business
processes, localization, known integrations, and additional parameters required. After the
Detailed Discovery, the automated recommendation may change from what was initially
recommended in the Quick Qualification. The automated recommendation from the Detailed
Discovery is then reviewed by an SAP Brand Guardian, to verify the recommended solution is
in fact the best match for the customer requirements.
40
© Copyright. All rights reserved.
Lesson: Scoping the Solution
Discovery Assessment Report
After a customer purchases a solution, the generated Discovery Assessment Report is used
as a basis for setting the project scope when the implementation begins in the Prepare phase
of the SAP Activate Methodology.
The report provides the following information:
●
Known integration and extension requirements
●
Localizations and legal entities
●
●
●
●
The percentage of business scenarios (scope items) selected in each functional business
area
Individual business scenarios selected
Selection of priority and which implementation phase the business scenario will be rolledout (optional)
Questions and notes raised by a customer regarding specific scenarios and the
corresponding answers from the account team
●
Additional business process-related requirements
●
Detailed project-related questions
Note:
Access to the DDA is restricted to partners who are either fully SALES or SERVICE
authorized for either SAP S/4HANA Cloud or SAP S/4HANA Cloud, private
edition.
LESSON SUMMARY
You should now be able to:
●
Use the Digital Discovery Assessment to scope a customer's solution
© Copyright. All rights reserved.
41
Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
42
© Copyright. All rights reserved.
Unit 2
Lesson 3
Discussing Application Lifecycle Management
and Methodology
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Appy the SAP Activate implementation methodology to your project
●
Use SAP Cloud ALM for project management tasks
SAP Activate Implementation Methodology
SAP Activate Methodology
The implementation methodology for all SAP S/4HANA implementation projects is SAP
Activate. The SAP Activate Methodology includes a structure of project phases, tasks, and
deliverables that vary based on the solution you are implementing. You will find this
methodology structure in the SAP Roadmap Viewer. It is the central tool that guides your SAP
S/4HANA implementation project by providing specific instructions and supporting
accelerators to help you execute tasks and deliverables throughout each implementation
phase and after go-live. Content is continuously updated to provide current and accurate
information.
The structure of SAP Roadmap Viewer includes:
●
Phases: stages of the project. At the end of each phase, a quality gate exists to verify the
completion of the deliverables.
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Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
●
●
●
●
Deliverables: outcomes that are delivered during the course of the project. Several
deliverables are included within a phase.
Task: work to be performed. One or several tasks comprise a deliverable.
Workstream: a collection of related deliverables that show time relationships within a
project and among other streams. Streams can span phases and are not necessarily
dependent on phase starts and end.
Accelerators: provide assistance in the form of How-to guides, Best Practice
recommendations, prescribed templates, and links to learning materials. Accelerators can
be linked to Phases, Deliverables, or Tasks.
Note:
Stay up-to-date on the latest news in the SAP Activate Community.
SAP Best Practices
SAP Best Practices Explorer enables you to find the package of content specific to the scope
of your solution. You can reduce the cost of operations by using the predelivered processes
and use the country-specific content to manage multiple geographies, divisions, subsidiaries,
and ledgers. Best Practice content is updated on the Release to Customer (RTC) date for your
selected solution with the latest enhancements and new features.
You will find scope item (business process) information covering the following in SAP Best
Practices Explorer:
●
●
●
44
Scope-item fact sheets: A description of the business process including business benefits
and key process steps covered.
Process flow: A representation of the business process to show how the software works as
standard.
Process flow (BPMN2): A representation of the business process to show how the
software works as standard, for displaying and editing in process modeling applications.
© Copyright. All rights reserved.
Lesson: Discussing Application Lifecycle Management and Methodology
●
●
Test scripts: A procedure for testing the activated system according to the defined
business process.
Set-up Instructions: A guide to the steps customers need to carry out to set up this scope
item. This document usually only applies to integration scope items, or scope items
requiring additional setup in a system only the customer has login information to access
(example: customer's Administration Console in SAP Cloud Platform).
SAP Best Practices
Play the following short video to find out how SAP Best Practices Explorer enables you to find
the package of content specific to the scope of your solution.
Video
For more information on this topic please view the video in the lesson Discussing
Application Lifecycle Management and Methodology in your online course.
SAP Cloud ALM for Implementation Capabilities
SAP Application Lifecycle Management (ALM) Solution for SAP S/4HANA Cloud
SAP Cloud ALM is a cloud-native application lifecycle management tool for cloud-centric
customers. It provides extensive implementation and operations capabilities for cloud
solutions with the two components of SAP Cloud ALM for Implementation and SAP Cloud
ALM for Operations. SAP Cloud ALM is included in your cloud subscription with SAP
Enterprise Support.
Key Features:
●
Implement cloud-centric solutions with a preconfigured, content-driven guided workspace
based on SAP Activate methodology and Best Practices.
●
●
●
●
●
Run Fit-to-Standard workshops and manage all implementation, testing and deployment
activities.
Accelerate team member onboarding, define business process scope according to project
milestones, manage requirements, and track project progress.
Ensure smooth business operations without disruptions with proactive monitoring and
alerting.
Increase business-process execution quality and performance by finding and analyzing
issues on business process, integration, user, and application level.
Understand solution health and efficiency with advanced analytics and intelligence.
© Copyright. All rights reserved.
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Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
Note:
SAP Cloud ALM can be integrated with SAP Central Business Configuration to
enable a seamless transition between implementation project management and
landscape configuration.
Note:
In hybrid implementations, a combination of using Cloud ALM and SAP Solution
Manager may be necessary. SAP Solution Manager is the best solution for
customers with mostly on premise solutions. SAP Cloud ALM is the best solution
for customers with mostly cloud solutions. Cloud ALM is also an ideal choice for
customers moving toward a cloud-centric landscape from on premise.
Learn more about SAP Cloud ALM
SAP Cloud ALM for Implementation
SAP Cloud ALM for Implementation combines the SAP Roadmap Viewer methodology with
the predelivered business process content in the SAP Best Practices Explorer. CALM for
Implementation provides visual dashboards to track completion of tasks and deliverables
from the implementation roadmap.
46
© Copyright. All rights reserved.
Lesson: Discussing Application Lifecycle Management and Methodology
Select each core capability to get more information.
Animation
For more information on this topic please view the animation in the lesson
Discussing Application Lifecycle Management and Methodology in your online
course.
Key Features of SAP Cloud ALM for Implementation
●
Self-guided and content-driven implementation based on SAP Activate methodology and
Best Practices content
●
Fast onboarding of project Teams and Progress Monitoring of implementation activities
●
Project planning synchronized with SAP Cloud solutions release timelines
●
Manage Implementation Tasks - automatically generated and adapted to customer scope
●
Supports Fit-to-Standard workshops with convenient visualization of Business Models and
Process Descriptions
●
Prepare and manage manual and automated tests
●
Integrated reporting capabilities
Learn more about SAP Cloud ALM for Implementation
© Copyright. All rights reserved.
47
Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
SAP Cloud ALM for Operations
SAP Cloud ALM for Operations enables customers to monitor processes and be alerted to
potential issues. This ensures smooth business operations without disruptions, and increases
the business process execution quality and performance. SAP Cloud ALM allows customers
to be proactive in addressing potential issues, and empowers them to more fully understand
how their cloud solutions run.
Select each SAP Cloud ALM Operations feature to understand its function.
Animation
For more information on this topic please view the animation in the lesson
Discussing Application Lifecycle Management and Methodology in your online
course.
Key Features of SAP Cloud ALM for Operations
●
Empowers customers to understand healthiness of SAP business solutions:
-
●
●
●
Provides full stack monitoring and alerting covering business processes, integration,
users, applications, and healthiness of cloud services and systems
-
Acts as collaboration platform between LOB and IT
-
Allows to conduct root cause analysis on technical as well as on business process level
Enables customer to increase operation efficiency by automating corrective actions as well
as regular operation tasks
Helps to predict anomalies in business process and application operation by event
correlation and learning out of the collected data (AIOps)
Provides transparency regarding availability of business services including business
downtimes, business events and business SLAs
Learn more about SAP Cloud ALM for Operations
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Lesson: Discussing Application Lifecycle Management and Methodology
LESSON SUMMARY
You should now be able to:
●
Appy the SAP Activate implementation methodology to your project
●
Use SAP Cloud ALM for project management tasks
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Unit 2: Preparing for the Transition to SAP S/4HANA Cloud, Public Edition
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Unit 2
Learning Assessment
1. What is the best transition scenario for a customer looking for some, but not full process
redesign, and re-use of existing processes in some areas that still fit?
Choose the correct answer.
X
A New Implementation
X
B Selective Data Transition
X
C System Conversion
2. What are some of the defined recommendations for organizational change success?
Choose the correct answers.
X
A Don’t worry about the scale of change for end users.
X
B Be aware of cultural and language barriers for regions, countries, and Lines of
Business impacted by change.
X
C Promote the case for change and look forward to avoid change fatigue.
X
D Maintain a robust governance structure, especially in the Run phase.
X
E Collect feedback from employees occasionally.
3. What are some characteristics of the "Cloud" mindset?
Choose the correct answers.
X
A Make the software fit the company
X
B Make the company fit the software
X
C Fit-to-Standard workshops
X
D Business blueprint phase
X
E Heavy customizations and modifications
X
F Workarounds and light extensions
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Unit 2: Learning Assessment
4. How can you handle "gaps" with a Fit-to-Standard cloud-based mindset?
Choose the correct answers.
X
A Use a workaround (e.g. create a custom field with in-app extensibility)
X
B Redesign a business processes by editing the building blocks in S/4HANA Cloud
X
C Define modifications in the HANA database
X
D Co-innovation/co-development with SAP or a partner
X
E Review planned enhancements on the roadmap; potentially request future
enhancements
5. Which of the following tasks are involved in delivering the Organizational Change
Management (OCM) measures?
Choose the correct answers.
X
A Set up Change Agent networks
X
B Set up project newsletter
X
C Communicate specific stakeholder information
X
D Provide access to key and end-user training
X
E Set up the project charter
6. Which of the following tasks are involved in controlling and reporting on Organizational
Change Management (OCM) effectiveness?
Choose the correct answers.
52
X
A Gather information from project team members about satisfaction with project
work
X
B Analyze possible media channels for effective communication
X
C Gather information about the level of information end users and stakeholders have
X
D Organize a workshop to check employees' perceived progress of change
X
E Collect feedback from end users about usability of system
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Unit 2: Learning Assessment
7. What are some responsibilities of the Customer Center of Expertise (CoE)?
Choose the correct answers.
X
A Generate a detailed report of system scope and integration requirements
X
B Conduct risk-based assessments to determine which new processes to implement
each quarter
X
C Define KPIs to support a continuous improvement mindset and maintain quarterly
release knowledge
X
D Provide LoB-specific knowledge and guidance on business process requirements
8. In which step of the Digital Discovery Assessment do you identify the business processes,
localization, known integrations, and additional parameters required?
Choose the correct answer.
X
A Detailed Discovery
X
B Review by a SAP Brand Guardian
X
C Discovery Assessment Report
X
D Quick Qualification
9. In which scenarios do you usually decide between SAP Cloud ALM and SAP Solution
Manager and prefer SAP Cloud ALM to SAP Solution Manager?
Choose the correct answers.
X
A Hybrid implementations
X
B Implementations with mostly cloud solutions
X
C Moving from on premise to cloud-centric landscape
X
D On premise implementations
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Unit 2: Learning Assessment
54
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UNIT 3
Managing People and Apps in
the SAP Fiori Launchpad
Lesson 1
Working with the SAP Fiori Launchpad
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Lesson 2
Explaining Identity Access Management
79
UNIT OBJECTIVES
●
Navigate the SAP Fiori Launchpad
●
Review the digital assistance with SAP Conversational AI capabilities
●
Review the situation handling framework
●
Manage teams and responsibilities
●
Review the custom business workflow functionality
●
Review the analytics applications and capabilities
●
Understand the authorization tools and concept in SAP S/4HANA Cloud, Public Edition
●
Create business users in SAP S/4HANA Cloud, Public Edition
●
Create and assign business roles in SAP S/4HANA Cloud, Public Edition
●
Check user authorization
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Unit 3: Managing People and Apps in the SAP Fiori Launchpad
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Unit 3
Lesson 1
Working with the SAP Fiori Launchpad
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Navigate the SAP Fiori Launchpad
●
Review the digital assistance with SAP Conversational AI capabilities
●
Review the situation handling framework
●
Manage teams and responsibilities
●
Review the custom business workflow functionality
●
Review the analytics applications and capabilities
SAP Fiori Launchpad
What is SAP Fiori?
SAP Fiori is the design language that provides a consistent and holistic user experience for
SAP software. By creating visually pleasing designs with a strong focus on ease of use, the
experience is intuitive and simple, across all devices.
At its core, the design concept of SAP Fiori:
●
Provides role-based simplification of business processes
●
Shifts from monolithic solutions to activity-based apps
●
Empowers users and the way they work
What is the SAP Fiori Launchpad?
The SAP Fiori launchpad is the single entry point to all apps permissioned to a user on any
device. The launchpad is role-based, meaning you only see what has been permissioned for
you to access, based on the business role(s) assigned to your user. What you see on the
home page may also change depending on the device that you are using. For example, not all
apps support mobile devices, so they won't be visible on your launchpad when you access via
a mobile device.
When end users launch apps from the SAP Fiori launchpad, the apps run within a shell. The
shell bar is the outer frame of the SAP Fiori launchpad. The shell bar contains header and
footer areas with various buttons, icons, and a logo. A default footer is not provided out-ofthe-box with SAP Fiori launchpad. In the shell header, you'll see either Home (when you have
the home page displayed) or the title of the current app you are using.
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Unit 3: Managing People and Apps in the SAP Fiori Launchpad
Note:
The icons may change depending on where you are working in the launchpad. For
example, you may see the back button when navigating in an app, but not when
you are in the home page.
Figure 3: SAP Fiori Launchpad Shell Bar
SAP Fiori Launchpad Shell Bar
Click on each of the orange frames for a description.
Animation
For more information on this topic please view the animation in the lesson
Working with the SAP Fiori Launchpad in your online course.
Spaces and Pages Layout
Apps are displayed as tiles or links on the launchpad home page. A tile/link is a visual
representation of an app, either in a square icon, or a basic link. Links can be useful for adding
apps (tiles) to a section without taking up the amount of space a tile would. The structure that
defines how apps are displayed on the launchpad is called Spaces and Pages.
Each business role must have a space assigned that designates how the apps/tiles granted
through the role will display on the launchpad. A space has one or more pages, and apps are
organized into sections within each page. If a space has more than one page, they will display
in a drop-down menu below the space title.
SAP delivers predefined space and page templates for each business role that customers can
use as-is, or customize as needed.
Note:
If a page happens to contain an app that a user is not authorized to launch, the app
is hidden from the user.
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Try it out
Learn how to navigate and personalize the SAP Fiori Launchpad with Spaces and Pages.
Simulation
For more information on this topic please view the simulation in the lesson
Working with the SAP Fiori Launchpad in your online course.
SAP Fiori Launchpad User Actions Menu
The User Actions Menu offers user-related options (e.g. open apps, change the launchpad
layout, define settings, contact support). To open the User Actions Menu, click your profile
picture or the User icon located at the top right corner of the shell header. Your profile picture
appears only if SAP Jam integration is enabled and you have uploaded a picture in SAP Jam.
Note:
Some of the options in the User Actions Menu may not be available for all
platforms. In some cases, options that are typically in the User Actions Menu
might be shown in the shell header instead.
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Unit 3: Managing People and Apps in the SAP Fiori Launchpad
SAP Fiori Launchpad User Actions Menu
The User Actions Menu offers user-related options (e.g. open apps, change the launchpad
layout, define settings, contact support). To open the User Actions Menu, click your profile
picture or the User icon located at the top right corner of the shell header. Your profile picture
appears only if SAP Jam integration is enabled and you have uploaded a picture in SAP Jam.
Note:
Some of the options in the User Actions Menu may not be available for all
platforms. In some cases, options that are typically in the User Actions Menu
might be shown in the shell header instead.
Click on each highlighted area of the screen for information.
Animation
For more information on this topic please view the animation in the lesson
Working with the SAP Fiori Launchpad in your online course.
App Finder
The App Finder is a convenient tool for finding apps, all in one place, and then adding them to
your home page, if the administrator has enabled user personalization of the home page. The
app finder lists all the apps available for your role that you may potentially use in your daily
work. You can access the app finder from the User Actions Menu.
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SAP Fiori Apps Reference Library
An excellent resource for learning more about the functionality of the applications in your SAP
S/4HANA Cloud system is the SAP Fiori Apps Reference Library. The SAP Fiori Apps
Reference Library is a comprehensive library of all relevant SAP content for the SAP Fiori
launchpad. The library enables you to explore information about SAP Fiori apps as well as
classic applications based on SAP GUI and WebDynpro.
Note:
Learn more about the SAP Fiori Launchpad in the SAP Help Portal.
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Digital Assistance with SAP Conversational AI
SAP Conversational AI Functionality
SAP Conversational AI (formerly SAP CoPilot), is a digital assistant and bot integration hub
that enables you to accomplish tasks quickly in business applications. The conversational AI
digital assistant bot is context sensitive, and can recognize business objects in apps that you
work in. For example, you can add and create objects such as products, sales orders, and
notes on the go by talking or typing to the digital assistant bot. You can use it on your mobile
device, desktop, or through an external channel or platform.
As a technology, SAP Conversional AI refers to using chatbots to interface and hand-over
instructions to execution bots. Chatbots assist users with access to peers for guidance and
interaction, or smart support with an automated conversational bot. Consumers often use
intelligent assistants such as Google Assistant, Siri, Cortana, and Alexa, and expect similar
convenience in a conversational interaction with their business software. The more you use
Conversational AI bots, the better the bots will be able to communicate with, and support you.
You can also use the Bot Building Platform to create powerful conversational agents with
training, building, generating, connecting, and monitoring modules.
With SAP Conversational AI, you can experience:
●
Natural Language Interaction
-
-
-
●
Type, talk, or interact with the screen depending on your device.
Control your conversation, interacting by text or voice recognition, based on your
situational context and preference.
In-Context Chat
-
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Interact with SAP applications in natural language, as if you're talking to another human
being.
Chat with other users from your business application context without entering a
collaboration room.
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Lesson: Working with the SAP Fiori Launchpad
-
●
Business Object Creation
-
-
-
●
You can share notes, screenshots and business objects, and save the collection of
chats, notes and so on for later use.
SAP Conversational AI recognizes business objects within the current application
context as well as those referred to in notes or chats.
Create business objects with information prepopulated from your conversational
context to take immediate action on relevant items within the context of your chat
without having to navigate to the respective app.
You can also quickly create business objects via embedded QuickCreate UIs - fields will
be prefilled from SAP Conversational AI context.
Cross-Application Access
-
-
Perform transactions across SAP solutions with SAP Conversational AI as your single
point of interaction.
Experience smooth transitions between applications with a digital assistant that has
one consistent personality and memory
Situation Handling
Situation Handling Framework
The Situation Handling Framework helps your business run smoothly by automatically
informing the right users about situations that need their attention. A situation can be any
kind of business situation (situation type) that requires the attention of an end user, such as:
●
An approaching deadline
●
A pending task
●
A deviating demand or turnover rate
●
A surpassed threshold
SAP delivers preconfigured standard templates for situation types for various business areas
and for specific apps. These standard templates are not editable, but serve as blueprints for
your required situation types. They can be copied and adapted (configured) by your business
process configuration experts to match your business requirements.
As soon as the copied (new) situation type is saved, it becomes a ready-to-use situation type.
Once this is enabled, situation instances are triggered, according to the Conditions defined in
the situation type. Situation instances are displayed in text form through various channels to
the specified end users:
●
As notification on SAP Fiori launchpad
●
As an e-mail notification
●
As in-app situation message in a specific app
●
As a list item in the My Situations app
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Manage Situation Types Application
The Manage Situation Types app enables you to maintain situation types that detect actual
situations and send notifications to the users. Situation types manage events that are critical
to your business processes.
Monitor Situations Application
With the Monitor Situations app, you can monitor the handling of situations in your business,
including the occurrence and the lifecycle of situation instances with respect to their status
and related business objects.
Example: By entering a specific situation type, you can monitor how many activities were
tracked for this situation type. Alternatively, you can enter a status like Open or Resolved, to
see how many situations are open or were solved within the selection period.
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Responsibility Management
Responsibility Management
As we move toward an intelligent enterprise, intelligent systems need to determine agents
(responsible persons) who are automatically notified about events and who are responsible
for business processes and objects. It is essential to define and manage these responsibilities,
including authorizations for various contexts, and retrieve responsible agents that can react
to tasks and activities.
With Responsibility Management, you can create teams and add members that are
responsible for a business process. Each team member is responsible for performing certain
tasks. Tasks are represented as member functions. Team members are assigned functions
which uniquely describe their work tasks. For example, Operational Purchaser or Catalog
Manager.
Teams are based on team types and differ by a set of attributes. A team category consists of
one or more team types. A team category represents a business process (e.g. Procurement).
A business process could include several subprocesses represented as team types. For
example, the Operational Purchasing and Strategic Purchasing team types in the
Procurement team category.
Team attributes are represented as responsibility definitions. A responsibility definition is a
name-value pair that can be used to query teams. For example, Plant = 1010 in the category,
Procurement. For certain business processes, you might need to add custom responsibility
definitions and assign them to the standard team categories delivered by SAP.
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Unit 3: Managing People and Apps in the SAP Fiori Launchpad
Note:
Learn more with the Responsibility Management (1NJ) business process
Determining Responsible Agents Using Teams
Responsibility definitions and team member functions are assigned to SAP-delivered team
categories and inherited by team types. You have the flexibility to customize a team type by
excluding member functions and responsibility definitions.
You can also use responsibility rules to determine responsible agents. In addition to the
standard responsibility rules, you can create custom responsibility rules and associate them
with agent rules in standard responsibility contexts (for example, business workflows and
situation templates delivered by SAP application teams) that have been extended.
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Note:
Learn more about teams and responsibilities in the SAP Help Portal.
Try it out
Learn how to configure the assignment of teams and responsibilities.
Simulation
For more information on this topic please view the simulation in the lesson
Working with the SAP Fiori Launchpad in your online course.
Flexible Business Workflow
SAP Business Workflows
SAP Business Workflow is used to define business processes that are not yet mapped in the
SAP S/4HANA Cloud system. This cloud be simple release or approval procedures, or more
complex business processes such as creating a material master and the associated
coordination of the departments involved. SAP Business Workflow is particularly suitable for
situations in which work processes have to be run repeatedly, or situations in which the
business process requires the involvement of a large number of agents in a specific sequence.
You can also use SAP Business Workflow to respond to errors and exceptions in other
existing business processes. For example, you can trigger a workflow to begin when
predefined events occur.
Work packages are called tasks, with one person taking responsibility for each task. The
assignment of each task to the right person (agent) is called agent-determination. The
workflow specifies the sequencing of the tasks, such as specifying deadlines and escalation or
mitigation routes, and the system uses events to trigger or terminate processes. Other
aspects of workflow are related to how users receive tasks, how users are assigned to
responsibilities and how reporting and administration are performed.
SAP provides workflow scenarios that map predefined business processes. A business expert
can then use these scenarios and the related entities to configure custom workflows.
Note:
End users receive information about their tasks in the My Inbox app.
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Manage Workflows Application
The Manage Workflows app is used to define approval workflows for a line of business or an
organization. You can find out which approval workflows are available in a certain scenario,
inspect them, create new approval workflows, or create copies of existing workflows for reuse
and customization.
Note:
Learn how to Manage Workflows in the SAP Help Portal.
Try it out
Learn about the different workflow configurations and how to create a workflow.
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Simulation
For more information on this topic please view the simulation in the lesson
Working with the SAP Fiori Launchpad in your online course.
Analytics
Data Integration Architecture in SAP S/4HANA Cloud
ABAP Core Data Services (CDS) views will always be the standard and recommended method
of extracting data from SAP S/4HANA for customers to build analytics and extensibility
scenarios.
What are Core Data Services?
Most databases, including SAP HANA, support SQL as the standard means to define, read
and manipulate data. Higher-level models have been developed for most consumer
technologies to make consumption of data easier. Examples of different stacks:
●
OData Entity Data Models (EDM)
●
Semantic Layer in the Business Intelligence (BI) platform
●
JPA and enterprise objects in Java
●
Business objects frameworks in ABAP
Problem: These models share many commonalities, but individual information cannot be
shared across stacks.
Solution: Core Data Services (CDS) was developed as an integral part of the HANA database.
CDS is a common set of domain-specific languages and services for defining and consuming
semantically rich data models (i.e. universal language to read and process data across
stacks).
What are Domain-Specific Languages?
Core Data Services comprise a family of domain-specific languages which serve as a common
core model for all stacks on top. Think of these as "computer languages", just like English and
German are "people languages".
●
●
●
The Data Definition Language (DDL) is for defining semantically rich domain data models
which can be further enriched through Annotations.
The Query Language (QL) is for conveniently and efficiently reading data based on data
models, and for defining views within data models.
The Expression Language (EL) is for specifying calculated fields, default values,
constraints, etc. within queries, and for elements in data models
Core Data Services Functionality
●
Besides the Domain Specific Languages (DSLs), Core Data Services also comprise
advanced means for writing data, handling transactions, access control.
●
Core Data Services provide functional services independent of any programming language
and language paradigms.
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Unit 3: Managing People and Apps in the SAP Fiori Launchpad
●
●
They do not specify nor make assumptions on how to add application logic and behavior
using general-purpose programming languages and services of application containers.
The Virtual Data Model (VDM) is a structured representation of CDS views and follows
consistent modeling rules. It provides direct access to SAP business data using standard
SQL or OData requests.
In SAP S/4HANA Cloud, CDS views are used to pull data from the database for use in SAP
Fiori apps or extract data for use in other landscapes. The SAP Fiori applications apply strict
security and compliance measures as you access the SAP-approved tables and ABAP CDS
views to ensure the stability of the system.
SAP Fiori Analytical Apps
●
Custom CDS Views
●
Manage KPIs and Reports
●
View Browser
●
Create Tile for SAP Analytics Cloud Stories
●
Custom Analytical Queries
●
Query Browser
●
Manage Date Functions
●
Analytical Apps Based on Analysis Path Framework (APF)
●
Predictive Analytics integrator (PAi) (now Intelligent Scenarios)
The Custom CDS Views app enables you to model data access across multiple database
tables without changing underlying database tables. You can rearrange the table fields and
describe the metadata of the fields that belong to one object but are located in different
databases. In general, CDS views are intended to be consumed by a UI, analytics or other
systems. You can use this app to create custom CDS views based on the predelivered data
sources that are built on the virtual data model. In addition, you can build models using
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correlated ABAP CDS Views and enable them for extraction. By extracting data to other
landscapes, you can build more complex models, calculations, machine learning, and reports
using SAP Data Warehouse Cloud, SAP Data Intelligence, and SAP BW/4HANA.
Figure 4: Custom Core Data Services (CDS) Views App
The Manage KPIs and Reports app is a single platform for creating all analytical applications
using KPIs, reports, and stories. You can create applications that can be launched directly
from the SAP Fiori launchpad and configure metrics in the KPI, visualize the data in chart or
table format, and analyze the data to improve the quantity and quality of the different
business units belonging to an organization.
With the embedded SAP Analytics Cloud engine powering this app, you can:
●
●
●
●
Create beautiful stories
View integrated dashboards based on SAP S/4HANA Cloud data using SAP Analytics
Cloud
View and analyze stories with classic visualizations, navigate to them and share them with
different business units in a secured environment
Pull data from analytical and non-analytical data sources and analyze it at runtime
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Figure 5: Manage KPIs and Reports App
Evolution of Analytical Report Applications: Design Studio to Web Dynpro Data Grid
You use analytical reports to analyze your data and display your results. You can switch the
display from table to chart/graphical display or to a combined table/chart display. Both
displays can be further configured via the settings menu.
Note:
Design Studio will no longer be supported as a tool to create analytical reports,
and the existing Design Studio UI5 Control-based applications will be replaced
with Web Dynpro Data Grid applications. For existing custom applications that
were built with Design Studio, we recommend rebuilding in Web Dynpro Data Grid,
as the majority of these applications will be deprecated after release 2105.
View Browser App
The View Browser app enables you to get a list of all available CDS views and use the artifacts
(for example, Category, View types, Dimensions and Measures, Annotations) for analyzing
data. You can also view the supported capabilities and modeling pattern of CDS views. The
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advantage of using this app over the Custom Analytical Query app is that the latter displays
only released analytical queries, while the View Browser app displays all the CDS views that
were released by SAP, in addition to custom SAP views irrespective of draft or release status.
However, only the Custom Analytical Query app can be used to create, edit, and delete CDS
views.
Try it out
Learn how to use the View Browser app.
Simulation
For more information on this topic please view the simulation in the lesson
Working with the SAP Fiori Launchpad in your online course.
Create Tile for SAP Analytics Cloud Stories App
The Create Tile for SAP Analytics Cloud Stories app is used to create tiles on the launchpad to
directly launch analytic cloud stories based on SAP S/4HANA content. Using the Create Tile
for SAP Analytics Cloud Stories app reduces time and errors that occur while navigating
between multiple products, and the built-in social collaboration function enables users to
work together and act instantly. SAP Analytics Cloud stories connect to heterogeneous data
sources for SAP or non-SAP, cloud or on premise applications. In addition, you can now
export embedded stories to a PDF or Microsoft PowerPoint, which allows users to easily
include specific page ranges. Each exported story page corresponds to one image on a PDF
page or PowerPoint slide.
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Custom Analytical Queries App
Custom Analytical Queries provides the fields required to design a query. The tool transforms
and organizes raw data delivered from business documents into a meaningful grid, and
abstracts the process of writing structured queries so you don't have to understand the query
language or the technical details. You set the required fields and filters for your query and add
restricted measures, calculated measures, and preview the query results. You can convert
unit measures for fields in the data source and suppress rows or columns containing zeros.
To create, copy, and view all analytical queries, use the View Browser app.
Query Browser App
The Query Browser is a Fiori application that can be used to search, browse, and tag analytical
queries. The application displays all SAP-released analytical queries and customer-specific
analytical queries. Please note that you cannot modify or delete SAP-created analytical
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queries. However, you can create, save, and publish an analytical query from the Custom
Analytical Queries app and view the details of that query in the Query Browser app.
Manage Date Functions App
The Manage Date Functions app is used to view SAP-predelivered and customer-created date
functions. The app determines a single date or a date range using base and relative dates. The
result displayed is the difference between the base and the relative date. You can search for
multiple date functions using *.
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Analytical Apps Based on Analysis Path Framework (APF)
Analysis Path Framework (APF)-based analytical SAP Fiori apps are interactive drill-down
apps that you can use to explore KPIs and their influencing factors by drilling down into
multidimensional representations of data, such as charts or tables. You can perform a stepby-step analysis of KPIs by looking at them from different perspectives with many different
predefined analysis steps, which consist of data that is depicted on the UI in various types of
visualizations (for example, charts or tables).
In each analysis step, you can select data to filter the information provided in subsequent
steps. By combining different analysis steps and applying filters, you interactively create your
own flexible analysis paths.
Evolution of Predictive Analytics integrator (PAi) to Intelligent Scenario Lifecycle
Management (ISLM)
A predictive scenario describes a predictive business use case. The predictive use case
defines a business goal or the type of prediction to make, such as a regression or
classification. The type of dataset required to run a scenario must be either a training dataset,
which contains historical facts and has known outcomes that are analyzed to build a
predictive model, or an apply dataset, which is a selection of current data with unknown
outcomes for which predictions are required.
A predictive model is used for predicting outcomes from a given dataset. Before a predictive
model can be used for predicting outcomes, it must be trained in order to create a predictive
model version. The predictive model version can be regularly retrained using the most recent
data. To ensure the predictions generated are based on the most recent data, you use the
Predictive Models app to train your model, and retrain your model version. This requires
regularly reviewing the training status and quality, and deleting any inactive model versions
that have never been set to active.
Intelligent Scenario Lifecycle Management (ISLM) provides a new framework in the basis SAP
software layer (no additional license required), and is to be the successor of the SAP
Predictive Analytics integrator functionality. The Intelligent Scenario apps provide the ability
to create both predictive and machine learning scenarios. With a centralized cockpit, there is
one central place to manage the lifecycle of your models. Scenarios are based on libraries
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Lesson: Working with the SAP Fiori Launchpad
provided by SAP HANA, such as the automated predictive library (APL). You can create
intelligent scenarios directly in ISLM without the need for SAP Analytics Cloud.
Try it out
Learn how to work with analytical applications.
Simulation
For more information on this topic please view the simulation in the lesson
Working with the SAP Fiori Launchpad in your online course.
LESSON SUMMARY
You should now be able to:
●
Navigate the SAP Fiori Launchpad
●
Review the digital assistance with SAP Conversational AI capabilities
●
Review the situation handling framework
●
Manage teams and responsibilities
●
Review the custom business workflow functionality
●
Review the analytics applications and capabilities
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Unit 3
Lesson 2
Explaining Identity Access Management
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Understand the authorization tools and concept in SAP S/4HANA Cloud, Public Edition
●
Create business users in SAP S/4HANA Cloud, Public Edition
●
Create and assign business roles in SAP S/4HANA Cloud, Public Edition
●
Check user authorization
SAP Cloud Identity Services
SAP Cloud Identity Services
SAP Cloud Identity Services are a group of services running on the SAP Business Technology
Platform (SAP BTP), that enable you to integrate identity and access management (IAM)
between systems. The goal is to provide a seamless single sign-on (SSO) experience across
systems while ensuring that system and data access are secure.
When a customer purchases SAP S/4HANA Cloud, their SAP Cloud Identity tenants are
automatically provisioned and system-generated emails with login details are sent. These
tenants include:
●
●
SAP Cloud Identity Authentication Service: provides secure authentication and single signon for users in the cloud.
SAP Cloud Identity Provisioning Service: enables administrators to manage the identity
lifecycle processes for cloud and on-premise systems.
SAP Cloud Identity Services
Play the video to gather more information on SAP Cloud Identity Services.
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Video
For more information on this topic please view the video in the lesson Explaining
Identity Access Management in your online course.
Authorization Concept in SAP S/4HANA Cloud, public edition
Authorization Concept
Access to business applications is controlled by role-based authorization management.
Business Roles are assigned to Business Users to grant access to the required applications
and functionality needed for their job requirements.
●
●
●
A Business User is an employee, contractor, administrator, or any other person who needs
access to log into the SAP S/4HANA Cloud system.
A Business Role is a template of access rights that can be assigned to business users.
A Technical User corresponds to a local or remote process which is typically part of the
cloud management process (for example, system provisioning or support), or intrinsic
system processes (for example, periodic cleanup of logs). Technical users can belong to
the software or service provider, or the customer.
Try it out
Learn how to find business roles for a scope item.
Simulation
For more information on this topic please view the simulation in the lesson
Explaining Identity Access Management in your online course.
How to find Business Roles for a scope item:
1. Navigate to SAP Best Practices for SAP S/4HANA Cloud.
2. Select your country localization from the Version drop-down list.
3. In the Solution Scope section, expand the relevant scope item group.
4. Select a scope item.
5. Download the test script.
6. Navigate to the Roles section of the test script.
Authorization Process
Get to know more about the Authorization Concept by selecting each step.
Animation
For more information on this topic please view the animation in the lesson
Explaining Identity Access Management in your online course.
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Lesson: Explaining Identity Access Management
Authorization Process
●
●
●
●
●
A Business Role (for example, sales manager) is assigned to a Business User to grant
permission to access applications in SAP S/4HANA Cloud.
A Business Role can include one or more Business Catalogs (for example, sales order
processing).
Business Catalogs provide access to one or more applications, dashboards, displays of
data, or functionality.
Administrators can control visibility to the information/functionality granted through a
Business Catalog by applying restrictions (for example, based on sales organization).
Restrictions allow you to define what a Business User can view (read) or edit (write) with
the information/functionality granted per each Business Catalog within the assigned
Business Role.
The Business Catalog defines which access categories are available (Value Help, Read, Write),
and for which fields restriction values can be maintained. The fields vary per catalog, as they
are based on the fields within the apps in the catalog. The Business Role aggregates
restrictions for all Business Catalogs.
Administrators define a restriction based on a supported field (for example, company code,
country, controlling area, and so on). Supported restriction fields vary per Business Catalog,
as they are based on the fields within the apps in the catalog. You can restrict data access for
the Value Help, Read, and Write categories separately.
●
Value Help
-
-
●
You can restrict a user's ability to access the value help information (for example,
restrict value help access to business partners to belong to certain authorization
groups).
The value help restrictions do not influence the restrictions defined for read access.
Read, Value Help
-
You can restrict a user's Read (view) access based on the available restriction fields.
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Unit 3: Managing People and Apps in the SAP Fiori Launchpad
-
-
-
●
By default, the Read access for any new business role is Unrestricted.
You can define restrictions based on the restriction fields (for example, company code,
supplier account group).
You must grant some type of access for each field. If you do not want to restrict access
for a field, you can choose Unrestricted (*) to grant full Read access for data related to
the specific restriction field.
Write, Read, Value Help
-
You can restrict a user's Write (edit) access based on the available restriction fields.
-
By default, the Write access for any new business role is No Access.
-
-
-
You can define restrictions based on the restriction fields (for example, company code,
supplier account group).
You must grant some type of access for each field. If you do not want to restrict access
for a field, you can choose Unrestricted (*) to grant full Write access for data related to
the specific restriction field.
If a user has access for Write, the assumption is Read access is granted too, because
you would have to be able to view the information in a field to be able to edit it.
To apply General Restrictions, an Administrator should first make a copy of the SAP Standard
Business Role, or create a new role based on the SAP Standard Business Role Template. For
example, if you need to restrict access in the Accounts Payable Accountant Business Role for
some users to only Company Code 1710 (United States), and for some users to only Company
Code 1010 (Germany), you will create two new Business Roles based on the SAP Standard
Accounts Payable Accountant role.
You should name the roles accordingly (for example, Accounts Payable Accountant_1710). In
the first business role, you edit the role and maintain the restriction value(s) for the entire
Business Role (for example, define the Company Code field = 1710). Then, you may edit the
individual business catalogs within the role and define the access category (for example,
Value Help, Read, Write) as Restricted.
When you create a new Business Role, the Read access is set to Unrestricted (*) and Write
access is set to No Access by default. When an access category is Restricted, you must select
a specific field value (for example, Company Code = 1710) or grant unrestricted access (*). If
you leave fields empty within a business catalog, a user will have No Access to the field in the
business catalog's granted apps.
Create Business Users
Manage Workforce Application
The Manage Workforce app, is used to create and update worker information for both
employees and contingent workers, including work agreements and changing employment
situations. This app enables you to upload/edit employee information independent of an HR
system of record.
During an implementation project, the Manage Workforce app is used to create business
users for the project team members in the SAP S/4HANA Cloud starter system. After logging
into the starter system, the implementation consultants use this app to create additional test
users to demonstrate business processes in the Fit-to-Standard workshops. This app is also
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Lesson: Explaining Identity Access Management
used to create the initial users in the development, test, and production systems during the
implementation project.
Once the integration with a customer's HR system of record (e.g. SAP SuccessFactors
Employee Central) is activated, the Manage Workforce app becomes read-only to ensure
there is only one HR data source. Changes to users must be done directly in the HR system of
record after the integration is activated.
You can use the app to do the following:
●
Create workers directly in the app.
●
Edit personal or employment details.
●
Create work agreements and assign company codes, cost centers, and more.
●
Change employment situations, such as global assignment, concurrent employment, or
transfers.
Try it out
Learn how to create a business user.
Simulation
For more information on this topic please view the simulation in the lesson
Explaining Identity Access Management in your online course.
Maintain Business Users Application
The Maintain Business Users app can be used to change user settings and assign business
roles to business users.
You can use this app to do the following:
●
Edit business user data.
●
Add/remove business role assignments for users.
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Unit 3: Managing People and Apps in the SAP Fiori Launchpad
●
Lock and unlock users.
●
Download a list of users.
●
Set the language of the user interface for each business user.
Try it out
Learn how to assign a business role to a business user.
Simulation
For more information on this topic please view the simulation in the lesson
Explaining Identity Access Management in your online course.
Display Technical Users Application
With the Display Technical Users app, you can display all technical users in the system.
Technical users can be services that are used to automate tasks in the system (for example,
print queue user to pull print jobs remotely), or the support users of the software provider or
hosting provider to access the system if troubleshooting is required to resolve an incident.
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Lesson: Explaining Identity Access Management
Create and Assign Business Roles
Maintain Business Roles Application
The Maintain Business Roles app is used to create and edit business roles, add business
catalogs to the roles, and maintain access restrictions. You define business roles by
combining predefined business catalogs and, if necessary, define value help, read and write
access by maintaining values for restriction fields. You use business roles to control the
access to your applications. The predefined catalogs contain the actual authorizations that
allow users to access apps and allow to define instance-based restrictions where necessary.
Business catalogs bundle authorizations for a specific business area. Once you have created a
business role, you can assign it to multiple business users who perform similar business
tasks.
Try it out
Learn how to create a business role and assign an SAP-delivered Fiori Space to the role.
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Unit 3: Managing People and Apps in the SAP Fiori Launchpad
Simulation
For more information on this topic please view the simulation in the lesson
Explaining Identity Access Management in your online course.
Download and Upload Business Roles
Try it out
Learn how to download business roles from one system and upload them to another system.
Simulation
For more information on this topic please view the simulation in the lesson
Explaining Identity Access Management in your online course.
Business Role Templates Application
With the Business Role Templates app, you can get an overview of the delivered business role
templates, any changes included in the latest release upgrade, and whether you need to adapt
your business roles to these changes. For example, after an upgrade, you can use the filter
Show Business Role Templates, and choose Different From Business Roles. This will help you
identify if any templates have been updated in the latest release, and therefore now are
different than your current Business Roles assigned to your users. The changes could mean
that a new business catalog was added, or an existing catalog was replaced with a successor.
You can see which business roles have changed, and how they have changed, so the
Administrator can adapt them if necessary.
Business Role Templates Application
Play the following short video to get an overview of the delivered business role templates and
their use.
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Lesson: Explaining Identity Access Management
Video
For more information on this topic please view the video in the lesson Explaining
Identity Access Management in your online course.
Business Catalogs Application
With the Business Catalogs app, you can get an overview of all business catalogs, their
statuses (for example, Deprecated), and their usage within business roles. You use this
application to see which applications and business catalogs delivered by SAP have changed
after a release upgrade. Some catalogs are deprecated after a release, meaning the catalog
has been replaced with a successor. The deprecated catalog will be deleted from the system
two releases after it becomes deprecated, which means an Administrator must remove
deprecated business catalogs from business roles, and replace with the successors to make
sure employees have the permissions they need to complete their job tasks.
Business Catalogs Application
Play the following short video to get an overview of the Business Catalogs, their status and
usage
Video
For more information on this topic please view the video in the lesson Explaining
Identity Access Management in your online course.
How to Handle Deprecated Business Catalogs
Due to ongoing development of new features and new apps, SAP needs to periodically revise
existing business catalogs. This means that some business catalogs are deprecated and
replaced by new ones, and you may need to assign business roles and business users to these
new catalogs. Rather than disappearing, deprecated business catalogs are identified as being
obsolete, which allows you to identify them at a glance. You can also check how many
deprecated business catalogs you still have in use with the Business Catalogs app. This app
lets you change assignments from the old, deprecated business catalogs to the new, active
catalogs quickly and easily.
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Unit 3: Managing People and Apps in the SAP Fiori Launchpad
Note:
If a business catalog is deprecated or redesigned after a release, it's important to
check the assignments for your business roles and business users and make the
necessary changes to the assignments as soon as possible. The process is
detailed in the SAP Activate Roadmap Viewer - Revise Business Roles and
Business Catalogs task.
1. In the Business Catalogs app, check how many deprecated business catalogs you still
have in use. You can use the Status filter to search for only deprecated catalogs, and you
will also notice deprecated catalogs have (Obsolete) in their titles.
2. Select Go to apply the filter and search.
3. Select a business catalog from the list.
4. Identify the Successor catalog, review the Restriction Types, and determine if the catalog
is being used in any of your Business Roles or Business Role Templates. You can then
change the assignment of the old, deprecated business catalogs, to the new, active
catalogs.
Note:
Once the deprecation of a business catalog is announced via the Business
Catalogs app, the catalog will remain in the system for two more releases before
being deleted. During these two releases you can use the old or the new business
catalog. Within this time frame you can do the replacement when it suits you best.
Check User Authorization
IAM Information System Application
With the IAM Information System app, you can display information about the usage of
business roles, business catalogs, business users and restrictions, and how they are related.
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Lesson: Explaining Identity Access Management
For example, you can use this app to check if a business user is using a particular app and to
check which authorizations he or she has.
Display Restriction Types Application
With the Display Restriction Types app, you can display the assignment of restrictions to
restriction fields and business catalogs.
Display Authorization Trace Application
With the Display Authorization Trace app, you can enable an authorization trace for a
business user to analyze if any authorizations are missing or insufficient. This app allows you
to activate or deactivate a trace and display the authorization check results, including already
assigned authorizations and failed checks.
Note:
A maximum of 10,000 data sets is possible, therefore you should be careful when
defining the selection criteria, especially the date range.
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Unit 3: Managing People and Apps in the SAP Fiori Launchpad
LESSON SUMMARY
You should now be able to:
90
●
Understand the authorization tools and concept in SAP S/4HANA Cloud, Public Edition
●
Create business users in SAP S/4HANA Cloud, Public Edition
●
Create and assign business roles in SAP S/4HANA Cloud, Public Edition
●
Check user authorization
© Copyright. All rights reserved.
Unit 3
Learning Assessment
1. What are some of the capabilities end users can utilize to adapt and change their
launchpad home page according to the way they work?
Choose the correct answers.
X
A Rearrange or move tiles within a group
X
B Add a new group
X
C Delete a predelivered group
X
D Rename a predelivered tile
X
E Add any SAP Fiori apps to a group, regardless of role
2. What tool can you use to create chats with other users and share notes and screenshots in
SAP S/4HANA Cloud?
Choose the correct answer.
X
A SAP Jam
X
B Skype
X
C SAP Conversational AI
X
D Microsoft Outlook
3. If a situation such as an approaching deadline or a pending task occurs, how can the
information be communicated to end users?
Choose the correct answers.
X
A As a notification on the SAP Fiori Launchpad
X
B As a message in Business Technology Platform
X
C As an email notification
X
D As a notification in SAP Jam
X
E As a message in the relevant application
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91
Unit 3: Learning Assessment
4. An employee, John, who is a member of multiple teams and handles different functions
across those team is retiring. What app would you use to find and replace John with a new
team member to take over the same functions?
Choose the correct answer.
X
A Business Event Handling
X
B Maintain Business Users
X
C Responsibility Management
X
D SAP Business Workflows
5. Where do end users receive information about their assigned workflow tasks?
Choose the correct answer.
X
A As an email notification
X
B As a message in the My Inbox app
X
C As a notification in the SAP Fiori Launchpad
X
D As a message in the relevant application
6. What comprises a Workflow Scenario?
Choose the correct answers.
X
A Reusable workflow segments
X
B A collection of tasks
X
C Agent-determination rules
X
D A tool to identify work items that have not yet been assigned to a user
X
E Related artifacts that can be sequenced to construct workflows
7. What tool do you use to design and view results of analytical reports?
Choose the correct answer.
92
X
A Design Studio UI5
X
B SAP HANA Studio
X
C Eclipse
X
D Web Dynpro Data Grid
© Copyright. All rights reserved.
Unit 3: Learning Assessment
8. What are some functions of Business Catalogs?
Choose the correct answers.
X
A Enable you to restrict user access
X
B Analyze if authorizations are missing or insufficient
X
C Display information about the usage of business roles
X
D Provide access to one or more applications
9. What is a Technical User?
Choose the correct answer.
X
A An employee with specific business roles
X
B An administrator
X
C A local or remote process
X
D A template of access rights
10. When you create a new Business Role (either completely blank, or from an SAP standard
template), what is the Read access set to by default?
Choose the correct answer.
X
A Unrestricted (*)
X
B Restricted
X
C No Access
11. How can you create a custom business role in SAP S/4HANA Cloud?
Choose the correct answers.
X
A Edit one of the preloaded SAP standard roles directly
X
B Create a new role from an SAP standard role template, then add/remove business
catalogs
X
C Create a new role from scratch, then add the business catalogs you need
X
D Transport the business role from the Starter system to the Quality system
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Unit 3: Learning Assessment
12. What can you check with the IAM Information System app?
Choose the correct answers.
94
X
A How restrictions can be used for different business catalogs
X
B Business roles assigned to business users
X
C Applications a business user has access to, and if any restrictions exist
X
D If a user's authorizations are missing or insufficient through a trace
© Copyright. All rights reserved.
UNIT 4
Identifying Implementation
Requirements
Lesson 1
Delivering Fit-to-Standard Analysis Workshops
97
UNIT OBJECTIVES
●
Prepare to deliver Fit-to-Standard workshops
●
Conduct Fit-to-Standard workshops to gather customer data
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Unit 4: Identifying Implementation Requirements
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© Copyright. All rights reserved.
Unit 4
Lesson 1
Delivering Fit-to-Standard Analysis Workshops
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Prepare to deliver Fit-to-Standard workshops
●
Conduct Fit-to-Standard workshops to gather customer data
Prepare for Fit-to-Standard Analysis
Fit-to-Standard Analysis Overview
The purpose of the Fit-to-Standard Analysis workshops is to confirm the scope identified in
the Digital Discovery Assessment and gather configuration and customization requirements.
To do this, implementation consultants demonstrate the SAP S/4HANA Cloud business
processes to customer experts from each line of business. These customer experts should
represent business roles covered in the standard SAP S/4HANA Cloud business processes.
For example, a customer project manager would be able to make the most informed decisions
about whether the Customer Project Management (J11) business process meets their need
and captures all required data throughout the process flow.
Fit-to-Standard Workshop Tasks
●
Consultants demonstrate business processes in SAP S/4HANA Cloud to help customer
experts understand the new system.
●
Customer experts validate the business processes meet their needs.
●
Consultants gather configuration values from customer experts.
●
Consultants gather customization requirements from customer experts.
●
Consultants gather authorization requirements from customers experts.
●
After the workshops, customer experts are provided access to the SAP S/4HANA Cloud
system to test out the processes they saw demonstrated in the workshop(s) they
attended.
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97
Unit 4: Identifying Implementation Requirements
Fit-to-Standard Process
Fit-to-Standard Process
Select each process phase to learn more about Fit-to-Standard Analysis.
Animation
For more information on this topic please view the animation in the lesson
Delivering Fit-to-Standard Analysis Workshops in your online course.
Prepare for Fit-to-Standard Analysis Workshops
Consultants typically specialize in one or two line of business (LoB) areas (e.g. Finance, Sales,
etc.), and will lead Fit-to-Standard workshops in their area(s) of expertise. To prepare for
delivery of a Fit-to-Standard workshop, a consultant should do the following:
1. Review the business processes selected on the Digital Discovery Assessment for their
relevant LoB and any relevant integrations identified. The Digital Discovery Assessment is
completed in the Discover phase to help a customer make the right purchase decision.
2. Download the business process information from SAP Best Practices Explorer for the
scope items you plan to cover in the workshops, and download the relevant template(s)
from the SAP Activate Roadmap: Fit-to-Standard Analysis taskto start preparing your
workshop PowerPoint deck.
3. Make a list of the roles involved in your workshops and reach out to the customer project
team to request contact information for customer experts who currently do those job
roles in the organization.
4. Organize a small workshop with the customer experts to gather responses to the L2
questions on the Business Driven Configuration Questionnaire. This helps the consultant
gather some initial configuration data prior to the workshops, and serves as an initial
opportunities to build relationships with the customer experts who will (hopefully)
participate in the Fit-to-Standard workshops. The remaining L3 responses on the
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Lesson: Delivering Fit-to-Standard Analysis Workshops
Business Driven Configuration Questionnaire are gathered during the Fit-to-Standard
workshops.
5. Schedule the Fit-to-Standard workshops with the customer experts. This includes booking
rooms (virtual or in-person), inviting participants, and explaining the initial purpose/goals.
Use the templates provided in the SAP Roadmap Viewer: Prepare for Fit-to-Standard
Workshops task.
6. Prepare test users in the SAP S/4HANA Cloud system for each business role and run
through each test script to ensure you feel confident demonstrating each process. When
creating test users, only assign one business role per business user to ensure the
launchpad looks as close as possible to what a customer would experience in their actual
system. You will also provide the test user information to the customer experts who
participate in the workshop so they can explore the system on their own after the
workshops. It can be helpful to name each test user as the business role you assign them.
For example:
●
First name: Accounts Payable
●
Last name: Accountant
How to Estimate Fit-to-Standard Workshop Durations
●
Fit-to-Standard Workshops can take place in parallel and they can take place in any
sequence. As a best practice, we suggest conducting the Chart of Accounts workshop
first, the Organizational Structure workshop second, and the Finance workshop last.
●
●
●
Remember that not all business processes will be used (average = 60%), and they vary in
complexity.
Estimate 2-4 hours per business process covered in a workshop.
Effort is dependent on the experience of the implementation teams; estimate additional
effort for newer consultants.
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Unit 4: Identifying Implementation Requirements
Business Driven Configuration
Play the following short video to find out about the Business Driven Configuration Process and
the three steps it contains.
Video
For more information on this topic please view the video in the lesson Delivering
Fit-to-Standard Analysis Workshops in your online course.
Conduct Fit-to-Standard Analysis Workshops
Fit-to-Standard Workshop Approach
Prior to discussing a business process, the consultant should lead a "mini" kick-off for the
customer experts participating in the workshop. This is an opportunity to introduce
customers to the Cloud Mindset concept and help them understand why their organization
has chosen to purchase and implement SAP S/4HANA Cloud. It's also beneficial to highlight
how the customers participating in the workshop are in a special position, where they
feedback they provide will ultimately influence the configuration of the solution for the entire
organization. This can help provide a sense of ownership for the customers and encourage
them to be more engaged.
Ideally, two consultants would run a Fit-to-Standard workshop. One consultant focuses on
demonstrating the process steps in the system, and the other consultant documents
feedback from the customer experts that may require follow-up actions, and documents the
configuration values gathered. Documenting requirements should be done in the SAP Cloud
ALM Requirements app.
Fit-To-Standard Execution - Overall Workshop Approach
Select the start button to unlock all the steps of Overall Workshop Approach in the Fit-ToStandard Execution process. Select the markers to read more about each step. Refer the
labels to find out the key roles assigned to the respective steps.
Animation
For more information on this topic please view the animation in the lesson
Delivering Fit-to-Standard Analysis Workshops in your online course.
Process Steps
For each business process, the following steps should take place:
1. Consultant navigates to SAP Best Practices Explorer to show the process flow. By
demonstrating the process flow from Best Practices Explorer, this helps the customer
experts understand where they can go in the future to find important resources, like the
task tutorials, for a business process.
2. Consultant navigates to the SAP S/4HANA Cloud Starter System and demonstrates all
procedures in the test script (skip any prerequisite procedures). During the
demonstration, the following information should be gathered:
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Lesson: Delivering Fit-to-Standard Analysis Workshops
●
L3 responses on the Business Driven Configuration Questionnaire
●
Authorization customizations/requirements
●
Gaps/delta requirements where the consultants will need to define extensions or come
up with workaround solutions to ensure the customer's business needs are met.
●
Form or email template customizations (if relevant for the business process)
●
Analytic customizations/requirements (if relevant for the business process
●
Change impact analysis for the process to help consultants understand the amount of
training/communication required to ensure the solution is effectively rolled-out to all
employees in the organization.
3. After completing the business process discussion, the consultants provide the test user
login information to the customer experts participating in the workshop so they can work
through the business process on their own time in the SAP S/4HANA Cloud Starter
system.
Potential Gaps / Delta Requirements & Solutions
A gap or delta requirement is any functional issue raised by the customer that is not covered
by the standard SAP Best Practices business process. The prioritization, detailed analysis,
and design for closing the gaps must be documented and monitored in the Requirements app
of SAP Cloud ALM.
The following examples are designed to help you get an idea of common requirements and
how they can be resolved.
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Unit 4: Identifying Implementation Requirements
Topic
Gap / Requirement
Process issue
●
●
●
Predefined process is not
meeting the customer
requirement.
Potential Solution
●
Requested process is not
part of the preconfigured
SAP Best Practices.
Required data fields are
not available.
●
●
●
●
Analytics / Reports
●
●
Standard report is not
adequate or does not
exist.
Data requirements are
outside predefined scope.
●
●
●
●
●
Authorizations
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Requested customization to
standard authorization
Business Roles or Business
Utilize theCustom Fields
and Logic app to add
custom UI fields and/or
custom enhancements
that are permissible in S/
4HANA Cloud system.
Explore all configuration
activities available (in SAP
Central Business
Configuration).
Utilize the Custom
Business Objects app to
create custom objects and
generate application UIs,
corresponding database
tables, and/or table
columns.
Custom extension
development via Business
Technology Platform
services.
Developer extensibility in
the SAP S/4HANA Cloud
ABAP Environment.
Utilize Custom CDS Views
app to create your own
data access.
Explore all available
configuration activities.
Utilize Custom Analytical
Queries app to design
custom queries.
Developer extensibility in
the SAP S/4HANA Cloud
ABAP Environment.
Custom development via
Business Technology
Platform Analytics
services.
Use the Maintain Business
Roles app to create custom
Business Roles and/or
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Lesson: Delivering Fit-to-Standard Analysis Workshops
Topic
Gap / Requirement
Potential Solution
Catalogs are not included in
maintain General Restrictions
best practices or not possible of the roles.
via front-end app
functionality.
Forms
Requested customization to
standard forms, with the
exception of company logo
and address data, are outside
predefined service scope or
not possible via front-end app
functionality.
Utilize the SAP Forms by
Adobe service in Business
Technology Platform to
customize.
Configuring the SAP S/4HANA Cloud Solution
After the Fit-to-Standard workshops, consultants should have all the information necessary to
begin the Realize phase and configure the customer's own SAP S/4HANA Cloud systems. The
solution should be configured with an Agile mindset, meaning weekly sprints configuring small
chunks of content at a time, then testing what's been configured to identify any issues and
resolve them quickly.
LESSON SUMMARY
You should now be able to:
●
Prepare to deliver Fit-to-Standard workshops
●
Conduct Fit-to-Standard workshops to gather customer data
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Unit 4: Identifying Implementation Requirements
104
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Unit 4
Learning Assessment
1. What is the purpose of the Business Driven Configuration Questionnaire?
Choose the correct answer.
X
A To document all configuration values prior to the Fit-to-Standard workshop
X
B To determine the business scope for the customer's solution
X
C To gather the integration requirements for all systems planned to be integrated to
SAP S/4HANA Cloud
X
D To get early insight into the customer's business processes and gather some
configuration values
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Unit 4: Learning Assessment
106
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UNIT 5
Configuring the SAP S/4HANA
Cloud, Public Edition Solution
Lesson 1
Configuring with SAP Central Business Configuration
109
Lesson 2
Managing Output
139
UNIT OBJECTIVES
●
Get an introduction to SAP Central Business Configuration
●
Review the system landscapes and setup activities
●
Identify characteristics of the implementation project experience
●
Activate scope, countries, and define the organizational structure
●
Define configuration values for the business processes
●
Define form and email templates with the output management apps
●
Review the SAP Forms service by Adobe for detailed form templates
●
Set up the cloud print manager
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Unit 5: Configuring the SAP S/4HANA Cloud, Public Edition Solution
108
© Copyright. All rights reserved.
Unit 5
Lesson 1
Configuring with SAP Central Business
Configuration
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Get an introduction to SAP Central Business Configuration
●
Review the system landscapes and setup activities
●
Identify characteristics of the implementation project experience
●
Activate scope, countries, and define the organizational structure
●
Define configuration values for the business processes
Introduction to SAP Central Business Configuration
Introduction to SAP Central Business Configuration
SAP Central Business Configuration is a tool that will make it possible to configure business
processes spanning different SAP cloud solutions from one central place. Currently, SAP
Central Business Configuration supports the system provisioning and configuration of SAP S/
4HANA Cloud, public edition since January 2021. The future vision is for SAP Central
Business Configuration to support implementation of all solutions in SAP’s Intelligent
Enterprise to enable end-to-end provisioning and configuration of solutions such as SAP
SuccessFactors, SAP Ariba, and others.
Components of SAP Central Business Configuration
SAP Central Business Configuration aims to increase business process flexibility, reduce time
to value and total cost of ownership, and support roll-out of business processes in smaller
iterative steps.
SAP Central Business Configuration consists of the components below; select each to learn
more.
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Animation
For more information on this topic please view the animation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Components of SAP Central Business Configuration
SAP Central Business Configuration aims to increase business process flexibility, reduce time
to value and total cost of ownership, and support roll-out of business processes in smaller
iterative steps.
SAP Central Business Configuration consists of the following components:
●
●
●
●
●
Project Experience: Manage your SAP cloud implementations with guided workflow steps
to configure and deploy systems. Currently only applicable to SAP S/4HANA Cloud.
Scoping & Organizational Structure: Scope your solution by selecting countries/regions,
business processes, and solution capabilities, then set up and maintain your organizational
structure.
Central Configuration: Configure integrated end-to-end business processes.
Business Configuration workspaces: Manage parallel implementation projects and
company rollouts via templates.
Content: Fueled by SAP Best Practices pre-configuration content and the Business
Adaptation Catalog (BAC).
Configuration Process Overview
The guided workflow process steps include:
1. Scope: Select the scope items (business processes) and countries in which to activate
them, then assign systems as the deployment targets.
2. Organizational Structure: Specify primary finance settings such as group currency and
fiscal year variant, set up the organizational structure, and deploy the settings.
3. Product-Specific Configuration: Carry out configuration activities to define business
processes and release transports to the target systems. The configuration activities
visible are based on the active scope.
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Lesson: Configuring with SAP Central Business Configuration
Maintaining SAP S/4HANA Cloud after Go-Live
SAP Central Business Configuration is used to continuously maintain SAP S/4HANA Cloud
after go-live. For example, if a new business process is released, a customer will start at the
beginning of the workflow to first select the scope to activate, make any changes or additions
to the organizational structure (if necessary), complete the relevant configuration activities,
and finally maintain any necessary production system settings. The workflow ensures all
required steps are completed for new scope to be successfully activated.
Important Dates & Milestones
Customers who implemented SAP S/4HANA Cloud prior to January 2021 still use the Manage
Your Solution and Configure Your Solution Fiori apps in their SAP S/4HANA Cloud system to
maintain configuration values for different business processes. These customers will be
contacted by SAP individually to schedule their conversion to SAP Central Business
Configuration. Conversion is executed by SAP and will not affect the customer’s existing
configuration. After the switch, all future configuration changes, such as activating new
business processes or countries will take place in SAP Central Business Configuration.
Customers who implemented SAP S/4HANA Cloud after January 2021 received an SAP
Central Business Configuration system along with their Quality and Production systems.
These customers have a 2-system landscape (2SL), referring to the Quality and Production
systems.
In September 2022, the ability to have a third system landscape with development
capabilities became available. The development system is called the SAP S/4HANA Cloud
ABAP Environment. Customers who implemented SAP S/4HANA Cloud after September
2022 received an SAP Central Business Configuration system along with their Development,
Test (formerly Quality), and Production systems. These customers have a 3-system
landscape (3SL).
Old Configuration Method vs. New Configuration Method
Prior to SAP Central Business Configuration, the Manage Your Solution and Configure Your
Solution apps in the SAP S/4HANA Cloud Fiori launchpad were used to complete
configuration activities. Customers that implemented SAP S/4HANA Cloud prior to January
2021 will continue to use this method to maintain their systems until their systems are
converted by SAP. Until all customers are converted to SAP Central Business Configuration,
the Manage Your Solution app will not be removed from the launchpad.
Select each box below to view where the functionality has moved.
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Animation
For more information on this topic please view the animation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Embedded User Assistance
User assistance is accessed through the question mark icon in the top right corner of the SAP
Central Business Configuration system. You will find:
●
●
In-app help: On-screen "hot spots" describing elements of the user interface with links to
detailed information and tutorial videos.
SAP Help Portal links: Application help with interactive graphics, concepts, task
descriptions and tutorial videos.
Additional Resources:
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Lesson: Configuring with SAP Central Business Configuration
●
SAP Central Business Configuration in the SAP Help Portal
●
SAP Central Business Configuration in the SAP Community
●
SAP Central Business Configuration free training on openSAP
●
SAP Central Business Configuration Learning Journey (SAP Learning Hub subscription
required)
Try it out
Access the SAP Central Business Configuration In-App Help.
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
System Landscapes
SAP S/4HANA Cloud, public edition Landscape Overview
SAP S/4HANA Cloud, public edition is the system where your enterprise business data lives.
SAP Central Business Configuration is a separate system that lives in SAP Business
Technology Platform where you provision your systems, activate the business scope, and
complete configuration-related activities. Both systems are integrated with the customer's
SAP Cloud Identity environment, which includes the Identity Authentication Service (IAS) and
Identity Provisioning Service (IPS).
SAP Central Business Configuration Release Upgrades
Because SAP Central Business Configuration an independent product, it's release schedule is
different from SAP S/4HANA Cloud and other SAP Cloud solutions. The current focus is on
each SAP Central Business Configuration release providing enhancements to the
configuration capabilities for SAP S/4HANA Cloud. In the future, additional SAP Cloud
solutions will be included.
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Note:
Find SAP Central Business Configuration release and product information in the
SAP Help Portal.
SAP Central Business Configuration and SAP S/4HANA Cloud
In SAP Central Business Configuration, a project workspace contains the business content
and activities that need to be completed to deploy content to an SAP S/4HANA Cloud tenant.
One workspace is connected to one tenant of the SAP S/4HANA Cloud Starter and
Development systems. In total, four workspaces will be created to connect to the customizing
and development tenants of the Starter system and customizing and development tenants of
the Development system.
For the workspaces connected to the Starter system tenants, the project workspace type is
Evaluation. For the workspaces connected to the Development system tenants, the project
workspace type is Implementation.
Transporting Configurations in SAP S/4HANA Cloud
After you select the scope and define the organizational structure in SAP Central Business
Configuration, the content is automatically deployed to the development system tenants and
activated. After content is activated, you complete product-specific configuration activities,
such as defining expenses or work items and groups in SAP Central Business Configuration.
After completing a configuration activity, you are prompted to assign the change to a
customizing request. You can assign the changes to a new request or an existing one. These
customizing requests can be further edited or released to the Test system with the Export
Customizing Transports SAP Fiori app, which lives in the customizing tenant of the SAP S/
4HANA Cloud Development system.
Additional business configuration done in the customizing tenant of the Development system,
such as creating a custom workflow or teams and responsibilities are also recorded as
customizing requests. The Export Customizing Transports SAP Fiori app is used to release
these changes to the Test system too.
Key user extensions built with the SAP Fiori extensibility apps in the customizing tenant of the
Development system must be added to a software collection and released in the Export
Software Collection SAP Fiori app and to make them available for import in the Test system.
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Lesson: Configuring with SAP Central Business Configuration
Changes in the development tenant (client 080) are recorded on workbench requests. To
make a development available for import in the Test System, you release the workbench
request with the Transport Organizer view in ABAP Development Tools.
The Import Collection SAP Fiori app is used in the Test and Production systems to import
customizing requests, software collections, and development requests. The Test and
Production systems only have one tenant (client 100).
Release Upgrades
Software Delivery
A software upgrade starts in the Test System, meaning the Development and Production
systems are on the previous release (release n) after the test system has been upgraded
(release n+1). Customers are responsible for completing regression tests, which refers to
testing existing processes in the upgraded system, with a focus on any customized
processes. During this time, you can also release customizing and development transports
and import them into the Test System. For key user extensibility, you can’t import a software
collection into the Test System, but you can directly forward them to the Production system.
After the Development and Production systems are upgraded to the latest release, you may
not be able to key user extensibility transports from the previous release.
Content Delivery
After the software in the development system and production system have been upgraded,
SAP makes the new business process reference content available in SAP Central Business
Configuration and customer workspaces are upgraded to the latest version. The new content
is deployed to the corresponding tenants of the development system, which upgrades the
business process content in the development system. The new reference content is recorded
in a transport request, which is released and exported automatically. When this transport is
imported into the test system, customers can test the updated business processes. The
content is automatically forwarded from the test system and the import into the production
system is triggered.
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Note:
Customers need to ensure the new business process content for a specific
software release reaches the production system as quickly as possible to ensure
all systems are on the same release. Features delivered in new software versions
can have a content dependency, which means the features are only usable if a
certain content version is available in your systems. If a new feature has a content
dependency, it will be indicated in the What’s New documentation. If the business
content is not upgraded before the next semi-annual software release, the
functionality, operability, and security of your software installation may be
impacted. Releasing transports is a manual step by default, but you can set up
automation so you don’t have to decide when each individual transport request is
imported or forwarded. Learn how to automate transports in the SAP Help Portal.
Initial System Access for SAP Central Business Configuration
Provision Systems via SAP for Me
The IT Contact is a role assigned to a customer to grant administrator access to the SAP
Cloud Identity systems and support applications in SAP for Me. Only one person can be
assigned as the IT Contact. Since this user is heavily involved in system activities and will
receive system provisioning notifications, it’s important the right person was assigned. If the
assignment needs to be changed, create a case in SAP for Me with the following information:
●
Subject: Request update to the Contact Person IT
●
Description: Please change the IT Contact to <NAME>, <EMAIL ADDRESS>
●
Component: XX-S4C-OPR-SRV
The IT Contact is responsible for triggering provisioning of the following systems (in the order
listed) in SAP for Me > Systems & Provisioning dashboard:
1. SAP Cloud ALM
2. SAP Central Business Configuration
3. SAP S/4HANA Cloud Starter System
4. SAP S/4HANA Cloud Development System
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Lesson: Configuring with SAP Central Business Configuration
5. SAP S/4HANA Cloud Test System
6. SAP S/4HANA Cloud Production System
Note:
You only have to trigger provisioning of the Starter System and Development
System customizing tenants. After the customizing tenant is successfully
provisioned, the development tenant will automatically be triggered.
Provisioning Email Notifications
The IT Contact will receive provisioning email notifications from each system:
●
●
●
SAP Cloud Identity - Identity Authentication Service (follow the link in this email to activate
your account first)
SAP Cloud ALM
SAP Central Business Configuration (also includes a link to the connected Identity
Provisioning Service)
●
SAP S/4HANA Cloud Starter system (customizing and development tenants)
●
SAP S/4HANA Cloud Development system (customizing and development tenants)
●
SAP S/4HANA Cloud Test system
●
SAP S/4HANA Cloud Production system
After the SAP Cloud ALM and SAP Central Business Configuration emails are received, the IT
Contact should set up the integration connecting the two. This makes it easier to navigate
directly to SAP Central Business Configuration when a project team member is working on a
relevant task in SAP Cloud ALM.
Note:
Learn how to set up in the integration in the SAP Help Portal.
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Try it out
Start the provisioning of your SAP Central Business Configuration, SAP S/4HANA Cloud, and
SAP Cloud ALM tenants.
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Change the Subject Name Identifier from E-Mail to Login Name for SAP Central Business
Configuration
After activating the Identity Authentication Service (IAS) account, the IT Contact navigates to
Applications and select the SAP Central Business Configuration app. By default, the Subject
Name Identifier field is E-Mail, meaning users would log into the system with their e-mail and a
password. This needs to be changed to Login Name.
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Lesson: Configuring with SAP Central Business Configuration
Enter the Home URL of the SAP Central Business Configuration System
The IT Contact needs to set a Home URL for their SAP Central Business Configuration
system. By default, the Home URL is empty, however if the field is not maintained, you cannot
send activation emails to users imported in IAS. Refer to the SAP Central Business
Configuration provisioning email to find the correct URL to enter in the field.
Run a job to copy permission roles from SAP Central Business Configuration to the
Identity Authentication Service
Next, the IT Contact access the Identity Provisioning Service (IPS) from the link provided in
the SAP Central Business Configuration (CBC) provisioning email. Here, they select Source
System and choose the CBC system from the list. The IT Contact runs a job to copy the
permission roles (user groups) from CBC to the IAS so users can be created and assigned the
roles.
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Import users to SAP Central Business Configuration
In the IAS system, the IT Contact will mass-import all project team members that require
access to CBC for their job tasks. You have to create your own template to import users in
IAS.
Note:
How to Import Users in Identity Authentication
Create the CSV User Template - Example
By importing new users to Identity Authentication with a CSV file, you create user profiles
without passwords. As a result, the users receive e-mails with instructions on how to activate
their accounts. After the users set their passwords, they can log on to the application for
which they were imported.
The IT Contact can use Microsoft Excel to create a new spreadsheet, then Save-As in Comma
Separated Value (.csv) format. You can both create users and assign permission groups in
the same file.
Only a few people should have the Project Lead/Manager role, because it grants permission
to complete critical activities, like creating a new project in SAP Central Business
Configuration. Multiple roles can also be assigned, as long as they are separated by a comma.
Other consultants on the implementation team, like the line of business experts should be
assigned the Key User role.
The customer IT Contact can also assign permission to themselves within this same file. The
recommended role is the Display User to provide read-only access. Additional permissions
can always be granted in the future.
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Lesson: Configuring with SAP Central Business Configuration
status
loginName
mail
active
NAME1
active
firstName
lastName
groups
name1@email Project
.com
Manager
SAP_CBC_C
ONSUMPTIO
N_PROJECT_
LEAD,
SAP_CBC_C
ONSUMPTIO
N_AUDITOR
NAME2
name2@emai Partner
l.com
Consultant1
SAP_CBC_C
ONSUMPTIO
N_KEY_USER
active
NAME3
name3@emai Partner
l.com
Consultant2
SAP_CBC_C
ONSUMPTIO
N_KEY_USER
active
NAME4
name4@emai IT
l.com
Contact
SAP_CBC_C
ONSUMPTIO
N_DISPLAY_
USER
Note:
See all roles that can be assigned in SAP Central Business Configuration and their
authorized task activities.
Import users and send activation emails
After importing the user file, you have the option to send activation emails to all users.
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Run a job to replicate users and their assigned permissions to SAP Central Business
Configuration
Immediately following the user import, the IT Contact should go back to Identity Provisioning
and run a job for the Identity Authentication system to replicate the new users and their
assigned permissions to SAP Central Business Configuration.
Email notifications sent to project team members
Last, email notifications will be sent to project team members. The project team member
assigned the Project Lead / Manager role in SAP Central Business Configuration can now log
in, create project workspaces, add the relevant project team members to the “Team” and
complete the guided workflow steps to activate business content in the SAP S/4HANA Cloud
Starter System tenants (both tenants).
Try it out
Set up and enable users for SAP Central Business Configuration using the Identity
Authentication Service and Identity Provisioning Service.
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Lesson: Configuring with SAP Central Business Configuration
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Project Experience
Project Experience Overview
SAP Central Business Configuration is designed to provide guidance for your implementation
project by controlling the sequence of activities that are completed. In the Project Experience,
you can manage your team members, complete activities to set up and configure your
systems, and view the project status. Activities are grouped into phases, and each phase ends
with a milestone.
Milestones serve the following functions:
●
Trigger the change of project phases
●
Lock project activities of project phases that are currently not active
●
Trigger and control processes in the background to simplify the user experience
The Project Status lets you know the current state of your project and can give an indication
of what activities are occurring in the backend. Project Statuses can be:
●
●
●
●
Active: the project is available or in use and project activities can be executed.
Closed: the project is terminated, usually after the Go Live milestone has been set. It is still
possible to initiate change in this status.
Decommissioned: this status is used for the starter project when it is no longer necessary
and can be decommissioned.
Setup: the project is being initially set up, upgraded, or there are operations being
performed by the SAP Support team.
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Try it out
Navigate the Project Experience and interact with the user interface in SAP Central Business
Configuration
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
One-time Message
On the initial login to SAP Central Business Configuration, each user will be presented with a
one-time popup window, requesting users to click 'proceed' in order to acknowledge that the
user has read and understood the provided information and hyperlinked privacy statement.
Without clicking 'proceed', access to SAP Central Business Configuration will not be possible.
Please refer to the popup message and the hyperlinked privacy statement for details.
Note:
In order to click 'proceed', no certification is required by the user.
Project Phases & Switching Projects
A user with permission can easily switch between projects and create additional projects.
They can also move to an earlier phase by using the Initiate Change functionality. This allows
you to unlock activities for an earlier phase and then sequentially move forward through the
required activities.
Note:
See all roles that can be assigned in SAP Central Business Configuration and their
authorized task activities.
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Lesson: Configuring with SAP Central Business Configuration
For example, after a customer goes live with SAP S/4HANA Cloud, a new business process
may be released in an upgrade they want to activate. The customer would use the Initiate
Change functionality in SAP Central Business Configuration to move back to the Scope phase
to activate the new scope item, then continue through the Organizational Structure phase
(some scope items may require additional organizational entities), the Product-Specific
Configuration phase to complete any necessary configuration for the scope item, and finally,
the Production System Settings phase.
Try it out
Perform evaluation project activities and create the implementation project.
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Teams
The Teams tab provides an overview of project team members and their specific project roles.
Some activities, like scoping, can only be processed by one user at a time. This ensures the
data is consistent. Other activities, such as defining the organizational structure and
configuration of business processes allow multiple users to work at the same time.
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Deployment Targets
The Deployment Targets tab is where you select the tenant to which your SAP Central
Business Configuration workspace is connected. You will create an individual workspace for
each tenant in the Starter and Development systems. The assigned deployment target
automatically sets up the corresponding technical business options in scope for the project.
In total, you will have four workspaces:
126
Workspace
Project Type
Entitlement Role
SAP S/4HANA Cloud
System
Workspace 1
Evaluation Project
Starter Development
(080)
Starter System
Workspace 2
Evaluation Project
Starter Customizing
(100)
Starter System
Workspace 3
Implementation
Project
Development (080)
Development System
Workspace 4
Implementation
Project
Customizing (100)
Development System
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Lesson: Configuring with SAP Central Business Configuration
Change Logs
The Change Logs tab provides detailed information on the changes performed in Project
Experience. For audit purposes, it's important to have tracking and logging history in place
that captures changes in project activities with the time, name, fields changed, and area.
Scope and Organizational Structure Activities
Select Countries/Regions
In SAP Central Business Configuration, you start scoping in the Project Experience area with
the Define Scope project activity. You begin scoping by providing basic information about
your company, such as the countries/regions and industry you operate in. The tool will
propose relevant bundles and scenarios with predefined content. You can then further adjust
the business scenarios in your solution. Built-in rules ensure that your selected content is
logical and consistent from a technical and business point of view.
With SAP Central Business Configuration, customers are able to scope:
●
Countries in which the chosen business processes will run
Note:
When defining your initial scope or using the Initiate Change functionality to
define additional scope, we strongly recommend not to scope more than five
countries or regions at a time.
●
Predefined scenario bundles
●
Additional non-standard scenarios
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Configuration Localization Toolkit
The new Configuration Localization Toolkit (CLT) enables you to activate countries that are
not covered by SAP Best Practices. You can create a localized country in your project by
selecting a source and target country. When you deploy the content to the SAP S/4HANA
Cloud system, the new country will be activated based on the configuration and setup
available in the source country.
Check SAP Note 3107866 to find the business process and countries released for use in CLT.
Note:
It is not possible to change the source/target country combination after you
confirm your selections.
Select Bundles/Scenarios
You first select a bundle that includes many scenarios (scope items) grouped into a package.
Additional scenarios can be added after selecting a bundle. License-dependent and nonstandard scenarios show a "lock" icon because they need to be requested. Within a bundle or
scenario, you can choose which country/region to activate the scenario in. The
documentation of each scenario provides a link to SAP Best Practices Explorer for additional
information.
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Select a Group Ledger Scenario
You must choose a group ledger scenario when defining the initial scope. The two choices are:
●
●
Accounting and Financial Close - Group Ledger IFRS (International Financial Reporting
Standards)
Group Ledger US GAAP (United States Generally Accepted Accounting Principles)
Review Scoping Selection
My Selected Scope provides an overview of all business scenarios (scope items) you have
chosen. You have the ability to filter scenarios by country/region.
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Request License-Dependent or Non-Standard Scenarios
You must request license-dependent scenarios from the SAP Service Center by creating a
case in SAP for Me. Selecting the Open button in this activity brings you to SAP Best Practices
Explorer to find the relevant app IDs and scope item information. Since this activity isn't
relevant for the Starter System tenants, you can manually set the status to Completed. You
will set up integrations with the Production System later in the Realize phase of the
implementation.
Note:
Find information on requesting SAP S/4HANA Cloud license-dependent or nonstandard scenarios in SAP Help Portal.
Try it out
Add countries/regions, bundles, and scenarios to your scope. Request license-dependent and
non-standard scenarios via ticket.
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Lesson: Configuring with SAP Central Business Configuration
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Assign Deployment Target
This activity requires you to assign a deployment target for your system. The deployment
target is created and maintained in the backend by SAP, but in the Project Experience, a
consultant or customer still needs to assign the target. The assigned deployment target
automatically sets up the corresponding technical business options in scope for the project.
Note:
Once a deployment target is assigned, it cannot be decoupled from the assigned
system.
Try it out
Assign a deployment target to your project.
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Confirm Scoping is Completed Milestone
Relevant configuration activities are identified based on the scoping selection.
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Try it out
Confirm that you've finished your scoping by completing the milestone.
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Specify Primary Finance Settings
Next, you define the fiscal year variant and group currency. The fiscal year variant defines the
number of posting periods in a fiscal year and how many special periods are needed. The
group currency is used as the global currency and allows amounts to be compared in a single
currency.
Note:
The fiscal year variant and group currency are applied to the entire system and
cannot be changed after confirmation.
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Lesson: Configuring with SAP Central Business Configuration
Try it out
Define the fiscal year variant and group currency for your project.
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Set Up Organizational Structure
The Organizational Structure app allows you to easily create and adapt your company's
organizational structure (org structure). The selected scope defines which organizational
entities are required to run the underlying processes. The system also runs consistency
checks to ensure all organizational hierarchies contain the relevant entities (for example,
every plant requires at least one storage location if logistics is in-scope), and that all required
relationships are defined (for example, every distribution chain requires at least one plant to
be assigned).
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The following types of relationships exist between the units of an organizational structure:
●
●
Tree relation: Country-specific parent-child relationship (1:n). For example, plant to legal
entity.
Additional relation: Relation of an organizational unit from a country-specific tree to
another organizational unit of the same tree or to a global organizational unit. Additional
relationships have an n:n cardinality, meaning each of the organizational units for which an
additional relationship is possible may have an additional relationship with one or several
organizational units.
Local Entity
Local entities are assigned to defined countries, and are the highest level of the organizational
structure. Company is the root node and may have one legal entity as a child. Under legal
entities, you can add these organizational units:
●
Sales Organization for Sales & Distribution
●
Plant for site logistics
Global Entity
Global entities can be assigned to enterprise structures in one or more countries. For
example, a Shipping Point can be assigned to several Plants which are in more than one
country. You can create the following types of global entities:
134
●
Distribution Channel
●
Division
●
Purchasing Organization
●
Sales Office
●
Shipping Point
●
Shipping Point for Raw Materials
●
Standard Shipping Point
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Lesson: Configuring with SAP Central Business Configuration
Organizational Structure App Display Views
The Organizational Structure app allows you to easily create and adapt your company's
organizational structure (org structure) with several different views:
●
Graphic view: Graphical, scope-dependent, and guided creation of organizational units
●
Table view: All org units are listed in a table
●
Simplified mode: The buttons that guide you through the creation of new org units are
hidden in this mode to gain a better overview of your org structure
Note:
Non-confirmed entities are in the "staging" area, where they can be easily changed
or deleted. Make sure you confirm only the units you want to deploy to the backend system. Once confirmed, the entity cannot be deleted!
Confirm Organizational Entities & Complete Milestone
When you are finished maintaining the organizational structure, select the Confirm button to
confirm the entities, then complete the activity.
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Try it out
Create organizational units and assignments between units, then confirm the organizational
structure of your company.
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Confirm the milestone to complete the first phase of your project and display information
about the progress of the milestone confirmation.
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Product-Specific Configuration Activities
Initiate Change to an Earlier Phase (if necessary)
If you need to change or add something done in a previous phase, you can select the Initiate
Change button in the upper right corner of SAP Central Business Configuration. You will then
be prompted to choose the information you wish to change, for example, activating an
additional country or business scenario (scope item).
Try it out
Initiate a change to enhance your scope, organizational structure, or configuration settings.
136
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Lesson: Configuring with SAP Central Business Configuration
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
Configuration Activities
The configuration activities in SAP Central Business Configuration are designed to support
customers in adapting the preconfigured SAP Best Practices content to their requirements.
The available configuration activities are based on the active scope and country selections.
Configuration activities may vary by country, because not all business scenarios (scope
items) are available in all countries. Configuration activities can be mandatory,
recommended, or optional.
Configuration Activity Types:
●
●
●
Mandatory: Must be configured. For example, organizational structure.
Recommended: Default content exists that a customer can use, but many will need to
change the standard content or add their own content. For example, Chart of Accounts or
Pricing.
Optional: Default content exists and most customers don't need to change the standard
information. For example, Delivery Block Reasons.
Try it out
Configure a business process in a 3-system landscape by adapting configuration settings,
releasing transport tasks, and executing a transport request.
Simulation
For more information on this topic please view the simulation in the lesson
Configuring with SAP Central Business Configuration in your online course.
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Activities Completed in Other Systems
Several activities during implementation are listed in SAP Central Business Configuration, but
not actually completed within the configuration tool, such as data migration, business
process testing, and integration setup. In these cases, the activity in SAP Central Business
Configuration links to the most applicable area or information to complete the task.
For example, the Integration Setup activity in SAP Central Business Configuration links to the
Integration Setup deliverable and corresponding tasks and accelerators in the SAP Activate
Roadmap Viewer. The Business Process Test activity in SAP Central Business Configuration
links directly to the Test Your Processes app in the SAP S/4HANA Cloud Quality or Test
System.
LESSON SUMMARY
You should now be able to:
138
●
Get an introduction to SAP Central Business Configuration
●
Review the system landscapes and setup activities
●
Identify characteristics of the implementation project experience
●
Activate scope, countries, and define the organizational structure
●
Define configuration values for the business processes
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Unit 5
Lesson 2
Managing Output
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Define form and email templates with the output management apps
●
Review the SAP Forms service by Adobe for detailed form templates
●
Set up the cloud print manager
Output Management
Output Management Applications
The Output Management apps comprise activities related to the output of business
documents in print and email. You can choose the channel for your output directly in your app
(that is, print or email). For example, the documents can be output on an ad-hoc basis by
previewing them in Adobe Reader. For email correspondence, you can streamline your
messages by creating custom templates based on predelivered templates. You can also
monitor the email transmissions in your area for a certain time frame and check whether the
transmissions have been successful, or if errors occurred. In addition, you can streamline
your records by defining force templates as a basis for the documents you want to print (for
example, Invoices). You can either create new custom templates, or reuse an existing
template by copying it.
Example: A sales employee has created and released a sales order. The system determines
from the output settings of the document that the document should be sent by email to the
customer. The system creates a PDF file using the form template defined in the output
settings, and then sends the PDF as an email attachment to the customer. If no error is
returned by the mail server, the email appears with the status Sent in the Display Email
Transmissions app.
Output Management Applications
Play the following short video to find out about the channels that can be chosen for the print
or email output of business documents.
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Video
For more information on this topic please view the video in the lesson Managing
Output in your online course.
Maintain Email Templates Application
With the Maintain Email Templates app, you can define email templates to streamline your
email correspondence. Templates consist of fixed content (e.g. subject or disclaimer) and
variable parts (e.g. form of address).
Display Email Transmissions Application
The Display Email Transmissions app can be used to monitor email transmissions for an
application. This helps you identify and analyze errors to support in troubleshooting an issue.
Maintain Print Queues Application
With the Maintain Print Queues app, you can set up print queues to manage the printing of
documents and monitor the print jobs in each queue. This helps you to identify and analyze
errors to troubleshoot and resolve issues.
140
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Lesson: Managing Output
Maintain Form Templates Application
With the Maintain Form Templates app, you can maintain form templates to streamline your
records. You can use the predefined form templates as a basis for documents you want to
print, such as invoices.
Manage Logos Application
You can use the Manage Logos app to upload, download, edit, and delete the logos for your
master forms. The app also provides information about how many and which master forms
use a specific logo.
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Manage Texts Application
You can use the Manage Texts app to manage the texts for your master forms. The app also
provides information about how many and which master forms use a specific text.
Try it out
Learn how to implement an end-to-end scenario for output management.
Simulation
For more information on this topic please view the simulation in the lesson
Managing Output in your online course.
142
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Lesson: Managing Output
SAP Forms Service by Adobe
SAP Forms Service by Adobe
The SAP Forms Service can be used to manage print and interactive forms. It is a cloud-based
service, running on the SAP Business Technology Platform, based on the Adobe Document
Services (ADS) component by Adobe. Since the SAP Forms service provides virtually the
same features, you can use it as an alternative to ADS based on SAP NetWeaver and call it
from an application running on an ABAP or Java backend system. Using the SAP Forms
service, SAP manages the complete service for you and is responsible for all patches and
updates.
There are two scenarios for using the SAP Forms service:
●
●
Calling the SAP Forms service from an application running on an ABAP or Java backend
Calling the SAP Forms service from an application through the SAP Forms service REST
API via HTTP
Key Features of SAP Forms Service by Adobe
Create interactive forms that look exactly like their paper counterparts.
●
●
Work with forms in online and offline scenarios.
●
Annotate PDF documents and collaborate on PDF document reviews.
●
Capture data using forms and import the data directly into the SAP system.
●
Allow users to digitally sign PDF documents.
●
Embed other file formats inside PDF documents as attachments.
Learn more about SAP Forms Service by Adobe in the SAP Help Portal
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Cloud Print Manager
SAP Cloud Print Manager
The SAP Cloud Print Manager (CPM) is used to establish a connection between a cloud-based
SAP S/4HANA solution and printers available in your network. In a cloud environment, the
back-end system does not have a connection to local printers in the customer's network (no
virtual private network access is available). To establish this connection, you need to create a
print queue in the cloud system representing an output channel to a local printer. To do so,
you have to install SAP Cloud Print Manager to enable automatic transmission and printing of
documents from the cloud-based system to local printers.
You should install the SAP Cloud Print Manager once in your network. As a Windows service,
the SAP Cloud Print Manager is available for print queue output from the cloud-based system
as long as the Windows computer is running and the SAP Cloud Print Manager Windows
service has not been stopped manually. We recommend installing it on a central print server
that is up and running all the time, or at least during the time printing is needed.
You only need to install SAP Cloud Print Manager more than once if you have multiple
separate networks with printers that you want to use for process-integrated printing.
Install Additional Software Application
With the Install Additional Software app, you can display the list of apps that are available for
download. This helps you to better integrate your apps with other programs you need for your
daily business. For example, you could use this app to download the current version of the
SAP Cloud Print Manager or the Adobe LiveCycle Designer.
Note:
Select the help (?) icon in the top right corner of your screen to view the SAP
Cloud Print Manager Quick Guide. This document is only available if you have
installed SAP Cloud Print Manager.
Maintain Print Queues Application
An alternative method of printing on an ad-hoc basis is to directly print a PDF document from
the Maintain Print Queues app in preview mode.
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Lesson: Managing Output
Learn how to Create Print Queues.
Learn how to Create Print Users.
Manage Print Queues Process Flow
Additional Information
●
One Cloud Print Manager can connect to multiple systems (for example, Starter, Quality,
Production) and fetch jobs. You will have to add each Runtime system separately with its
own combination of WebService URL Print User and password.
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●
●
DO NOT install more than one Cloud Print Manager to pull from same Print Queue.
Meaning, you should not configure CPMs on two different Windows PCs using the same
URL+ Technical Print User combination. This will confuse the system.
One Technical Print User + URL combination will make all Print Queues available on the
system under that Technical Print User.
-
●
For example, if you have 3 different Queues, with same Technical Print User, once you
configure Cloud Print Manager with the URL + Technical Print User combination, these
3 print queues will automatically be available in the CPM.
You can first print to PDF format in the Cloud system and view the PDF before printing to
local printer. However please note that when printing using PDF file, make sure the setting
in the Print dialog for windows is set to Actual size rather than the default Shrink oversized
pages.
●
You can move documents form one Print Queue to another Print Queue.
●
Print Queues do not belong to a specific business user, but to a Technical Print User.
LESSON SUMMARY
You should now be able to:
146
●
Define form and email templates with the output management apps
●
Review the SAP Forms service by Adobe for detailed form templates
●
Set up the cloud print manager
© Copyright. All rights reserved.
Unit 5
Learning Assessment
1. Which applications in SAP S/4HANA Cloud are replaced by SAP Central Business
Configuration?
Choose the correct answers.
X
A Migrate Your Data
X
B Manage Your Solution
X
C Test Your Processes
X
D Configure Your Solution
2. In which phase does the Integration Setup activity occur?
Choose the correct answer.
X
A Scope and Organizational Structure
X
B Product-Specific Configuration
X
C Production System Settings
3. How many times should you install SAP Cloud Print Manager?
Choose the correct answer.
X
A Once in your network
X
B Twice in your network
X
C Once per user computer
X
D Once per printer
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Unit 5: Learning Assessment
4. How do you create print and interactive forms that look like their paper counterparts?
Choose the correct answer.
148
X
A Maintain custom forms in the ABAP UI editor.
X
B Maintain custom forms in the Maintain Form Templates Fiori app.
X
C Maintain custom forms in Business Technology Platform Forms by Adobe.
X
D Maintain custom form content in the Manage Logos and Manage Texts Fiori apps.
© Copyright. All rights reserved.
UNIT 6
Managing Extensions and
Integrations
Lesson 1
Developing Extensions
151
Lesson 2
Setting up Integrations
177
UNIT OBJECTIVES
●
Introduce the extensibility concept in SAP S/4HANA Cloud, Public Edition
●
Use the SAP Fiori extensibility apps to define in-app extensions
●
●
●
Explore developer extensibility in the SAP S/4HANA Cloud, Public Edition ABAP
environment
Transport extensions between landscapes
Explore the SAP Business Technology Platform extensibility capabilities for building sideby-side extensions
●
Review the SAP S/4HANA, Public Edition localization approach
●
Define integration principles for the intelligent enterprise
●
Review the integration solution advisory methodology
●
Understand the SAP Business Technology Platform Integration Suite capabilities
●
Differentiate integration connectivity options for different use cases
●
Set up an integration scenario with the SAP Fiori Communication Management apps
●
●
Use the cloud integration automation service (CIAS) to automate an integration scenario
setup
Monitor integrations with available tools
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Unit 6: Managing Extensions and Integrations
150
© Copyright. All rights reserved.
Unit 6
Lesson 1
Developing Extensions
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Introduce the extensibility concept in SAP S/4HANA Cloud, Public Edition
●
Use the SAP Fiori extensibility apps to define in-app extensions
●
●
●
●
Explore developer extensibility in the SAP S/4HANA Cloud, Public Edition ABAP
environment
Transport extensions between landscapes
Explore the SAP Business Technology Platform extensibility capabilities for building sideby-side extensions
Review the SAP S/4HANA, Public Edition localization approach
Extensibility in SAP S/4HANA Cloud, Public Edition
Lifecycle Stable Extensions in SAP S/4HANA Cloud
Extensibility covers a broad spectrum of topics that enable implementation consultants and
customers to adapt standard business software to their business needs. This includes
changes to software behavior that go beyond the capabilities of business configuration, data
model extensions, data exposure, layout changes to user interfaces (UIs) or forms and
reports, and creation of new UIs or own applications.
The architecture of SAP S/4HANA Cloud ensures that extensions made using the built-in
capabilities are separated from the core business software layer, meaning that SAP can push
upgrades out to all customer systems without affecting any customer-specific extensions
that have been defined. Any extensions that can’t be performed in the core SAP S/4HANA
Cloud system using the in-app capabilities should be decoupled, or separated into a different
software platform to ensure the core is lifecycle stable. SAP Business Technology Platform
enables these de-coupled extensions because it has a huge range of capabilities for building
and hosting applications and integrations.
For all extensibility options, the virtual data model (VDM) forms the basis for data access in
SAP S/4HANA Cloud. The VDM is made up of core data services (CDS) views. CDS views
expose business data, which is stored in abstract database tables, in a way that is based on
business semantics and therefore easier to consume.
Extensibility in SAP S/4HANA Cloud can be divided into three areas:
●
Key User In-App Extensibility in SAP S/4HANA Cloud using the built-in capabilities
●
Side-by-Side Extensibility through the SAP Business Technology Platform
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Unit 6: Managing Extensions and Integrations
●
Developer In-App Extensibility through the SAP S/4HANA Cloud ABAP Environment
Note:
Developer extensibility is only available in a 3-system landscape.
Extensibility Use Cases
152
Key User Extensibility Developer
Extensibility
Side-by-Side
Extensibility
Scenario
Smaller low/no-code
extensions
Loosely coupled
extensions and apps
Target Environment
Fully integrated in
Fully integrated in
SAP Business
SAP S/4HANA Cloud SAP S/4HANA Cloud Technology Platform
Stack
Stack
Target Group
Key Users (admins)
ABAP developers
Developers
Released object
types
BAdIs, CDS views
BAdIs, classes,
interfaces, CDS
views, behavior
definitions,
authorization objects
BAPIs, IDocs, OData
and SOAP APIs,
events
Benefits
Fully managed and
integrated in SAP S/
4HANA Cloud; no
development skills
required
Custom ABAP
development directly
on the SAP S/4HANA
Cloud stack; use and
extend released SAP
S/4HANA Cloud
objects; rich set of
Decoupled
extensions
independent of SAP
S/4HANa Cloud
operation and
lifecycle
management
Tightly coupled more
complex extensions
and apps
© Copyright. All rights reserved.
Lesson: Developing Extensions
Key User Extensibility Developer
Extensibility
Side-by-Side
Extensibility
cloud extension
points
Discover SAP S/4HANA Cloud Extensibility Options in the SAP Extensibility Explorer
The SAP Extensibility Explorer website is an excellent resource to find information about the
different types of extensibility in SAP S/4HANA Cloud with pre-built extension scenarios that
you can download and use.
Explore APIs for Custom Integrations in SAP Business Accelerator Hub
The SAP Business Accelerator Hub is a rich library of content with prepackaged integrations,
APIs, events, adapters, open connectors, CDS Views, and workflow scenarios. Content
published here is built by SAP and our developer partners using the SAP Business Technology
Platform. All content is available for public consumption.
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Unit 6: Managing Extensions and Integrations
In-App Extensibility in SAP S/4HANA Cloud, Public Edition
In-App Extensibility
SAP S/4HANA Cloud in-app extensibility allows adapting standard functionalities to user
requirements without the need for any external tools. Whether you want to apply small
changes, such as hiding standard fields for specific user groups or including some business
logic, SAP S/4HANA Cloud offers a variety of tools covering diverse extensibility needs. Here
are a few examples of what you can do with the in-app extensibility tools:
●
Change and adapt the UIs for SAP Fiori apps
●
Create a new custom user interface
●
Create and extend forms and email templates
●
Create custom CDS Views
●
Enhance the current business process by creating custom business logic
●
Create custom fields
●
Create custom business objects
●
View a list of your extensibility items and the dependencies between them in the
Extensibility Inventory app
The in-app extensibility tools are completely web-based and targeted to key users
(administrators) who have a deep knowledge of the product itself, but not necessarily a deep
technical knowledge (for example, in coding). The tools SAP provides enable you to create
lifecycle-stable extensions that will not be affected by release upgrades.
Note:
The management of data in an extension scenario deviates from the management
of data in the standard scenarios. You are responsible for ensuring that the data
used in an extension scenario is managed in accordance with any applicable legal
requirements or business needs, such as data protection legislation or data life
cycle requirements. Please note that the extensibility framework is currently not
integrated in the privacy-by-default functionality. Therefore, the extensibility
framework should not be used for the processing of personal data if this
processing falls under any applicable data protection legislation.
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Lesson: Developing Extensions
Extensibility Cockpit App
With the Extensibility Cockpit app, you can explore the available options to extend an SAP app
by filtering on the type of extension, solution scope, scope item, or business context. This app
helps you gain information when planning or preparing to build an extension.
Extensibility Inventory App
The Extensibility Inventory app enables you to display an overview of your extensibility items
and to view associations or dependencies between various extensibility items. You can thus
gauge how importing or exporting a given extensibility item would affect other extensibility
items.
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Unit 6: Managing Extensions and Integrations
Link Extensibility Explorer to your SAP S/4HANA Cloud Development System
In SAP Extensibility Explorer, you can select Extensibility Patterns to get instructions on how
to build these common extensions. You can also link your SAP S/4HANA Cloud development
system (customizing tenant) to extensibility explorer to get personalized navigation, where
the patterns will point you to a specific application to use in your system. You can also access
Extensibility Explorer as an application in your Launchpad.
To link your SAP S/4HANA Cloud system to Extensibility Explorer:
1. Navigate to Extensibility Explorer.
2. Select Log in in the upper right corner.
3. Select the user dropdown menu in the upper right corner and choose Preferences.
4. Enter your SAP S/4HANA Cloud URL.
5. Navigate to the Extensibility Patterns link in the header bar to work through scenarios with
personalized navigation.
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Lesson: Developing Extensions
Adapt Fiori UI at Runtime
When running an app in the SAP Fiori launchpad, end users can personalize object pages and
key users can adapt the user interface for all users of the app (for example, a team lead can
add a field that is then available for all team members). Once you turn on the Adapt UI mode,
you can simply use drag and drop and the context menu to make UI changes. You can
rearrange fields or groups, remove them or add additional ones. You can also access the
Custom Fields and logic app by creating a new custom field while you're in Adapt UI mode.
The changes you make with key user adaptation apply to the entire app and all app users
(after you transport the extension to the production system).
In adaptation mode, you can do the following:
●
Hide fields in a form, table, or filter, hide groups and areas.
●
Rename labels.
●
Add field to UI from field repository.
●
●
Move form field or UI group, create new groups and move fields into, combine fields into
one line, split combined fields.
Define new filter and table variants.
This applies to transactional SAP Fiori Uls and to SAP Fiori fact sheets
Try it out
Learn how to adapt the SAP Fiori UI at runtime.
Simulation
For more information on this topic please view the simulation in the lesson
Developing Extensions in your online course.
© Copyright. All rights reserved.
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Unit 6: Managing Extensions and Integrations
Creating App Variants
You can create variants of apps (even if the apps are variants themselves) to adapt it for
special usage scenarios (for example, countries, organizational units, or user groups). You
can create a new variant based on the app you are currently editing in UI adaptation mode by
choosing Save As from the header bar, or based on the original app or its existing variants in
the overview of app variants. UI changes you make to the original app or a variant are not
applied to other variants. But if the UI of the original app gets changed outside of UI
adaptation mode, for example by your IT or partners, these UI changes are applied to your
app (if you have already adapted it, on top of your changes) and all variants that you have
created from the app or its variants.
Note:
Some apps do not support creating variants, the feature is then not available in UI
adaptation mode. (If you are interested in the technical details: variants are not
supported by Scaffolding-based apps or apps whose SAPUI5 version is 1.28 or
lower.)
Adapting Views
For certain apps, you can change existing views, create new views, and manage available
views. To check if it is available, check if the User Actions menu contains the Adapt UI menu
item. If you can choose Adapt UI, the UI adaptation mode will start, and you should be able to
make changes to the UI.
Custom Fields App
The Custom Fields app enables you to create your own fields and implementations to
customize applications and their UIs, reports, email templates, and form templates. Different
users and business contexts require different document layouts or application functionality.
To address these specific needs, you can adapt accordingly (for example, predelivered
templates and logic).
Custom fields can be used to enhance applications which contain APIs and data sources that
have been released by SAP to add custom fields.
Note:
To create an implementation for a custom field, you need to know the business
context it is allocated to. You can find an overview of business contexts and their
scope items with the Extensibility Cockpit app.
You can open the Custom Fields app either directly from the SAP Fiori launchpad, or from an
extensible application by clicking Add Field in the UI adaptation mode of an application
(runtime authoring).
When you delete an already transported field, the contained data is saved for 18 months. If
you need to recover the data of a deleted custom fields, open an incident for the component
BC-SRV-APS-EXT-FLD.
No read access logging is provided for custom fields.
158
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Lesson: Developing Extensions
Try it out
Explore the Extensibility Cockpit and learn how to change the layout of a user interface and
create custom fields.
Simulation
For more information on this topic please view the simulation in the lesson
Developing Extensions in your online course.
Custom Logic App
Custom logic can be used to enhance applications that contain internal APIs that have been
released by SAP for use in ABAP code and data sources.
Note:
To create an implementation for a Cloud BAdI, you need to know the business
context it is allocated to. You can find an overview of business contexts and their
scope items with the Extensibility Cockpit app.
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Unit 6: Managing Extensions and Integrations
Custom Business Object App
You can use the Custom Business Objects app to create custom business objects for
segmentation in marketing, and to generate UIs and applications based on custom business
objects. The fields can be used as table columns on the initial page of a custom application
that you create based on a custom business object. The fields that you create for a custom
business object can furthermore be used for database tables by marketing professionals for
segmentation.
Important Information
●
No instance-based authorization is provided for custom business objects. No read access
logging is provided in the business object. This applies both when accessing via SELECT
and in the logic of the business object itself. No instance-based authorization is provided
for custom business objects.
●
Custom fields and custom business objects cannot be marked as relevant for Data
Protection & Privacy (DP&P) and cannot be blocked or deleted. Please do not store DP&P
relevant content in custom fields or custom business objects
Learn more about Custom Business Objects in the SAP Help Portal.
160
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Lesson: Developing Extensions
Custom Business Object App
Play the following short video to find out what you can create using the Custom Business
Objects app.
Video
For more information on this topic please view the video in the lesson Developing
Extensions in your online course.
Custom Field Association to Business Object Example
Custom business objects can be used for associations:
●
Define your custom fields (define your own custom table).
●
Add logic in ABAP to determine "after modification" or to validate "before save".
●
Associate a custom business object to another custom business object.
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Unit 6: Managing Extensions and Integrations
Custom Reusable Elements App
With the Custom Reusable Elements app, you can modularize your custom code and thus
structure your custom code according to your requirements. You can use this app to create
Custom Libraries and organize your methods as required. This app is specifically designed for
custom code reuse and supports your productivity and efficiency.
Learn more about the Custom Reusable Elements app in the SAP Help Portal.
Custom Catalog Extension App
With the Custom Catalog Extensions app, you can assign your applications (for example,
Custom Business Objects) to a new or different business catalog. If you have created a
custom application, you have to assign it to at least one business catalog, and assign that
catalog to a business role for any user to be able to access it.
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Learn more about the Custom Catalog Extensions app in the SAP Help Portal here.
Custom Tiles App
With the Custom Tiles app you can create your own tiles to access any external application,
for example an app you developed on your Business Technology Platform. You can start this
tile from the SAP Fiori Launchpad in your SAP S/4 HANA Cloud system.
Learn more about the Custom Tiles app in the SAP Help Portal.
Released ABAP Artifacts App
The Released ABAP Artifacts app lets key users see details about SAP-approved ABAP
development artifacts that are released as APIs. These development artifacts can be used in
enhancement implementations to extend SAP S/4HANA Cloud solutions.
Learn more about the Released ABAP Artifacts app in the SAP Help Portal.
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Simplified BRFplus Workbench App
Business Rule Framework plus (BRFplus) provides a comprehensive application
programming interface (API) and user interface (UI) for defining and processing business
rules. It allows you to model rules in an intuitive way and to reuse these rules in different
applications.
The Simplified BRFplus Workbench app enables you to define and process business rules for
use in different scenarios, such as:
●
Validating data
●
Detecting invalid data and states
●
Matching responsibilities, suitable products, or locations
●
Calculating costs, overhead, or risks
●
BRFplus as a technical configuration engine
Learn more about the Simplified BRFplus Workbench app in the SAP Help Portal.
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Extensibility Templates & Extensibility Settings
Extensibility covers a broad tool spectrum which allows you to adopt standard business
software to your specific business needs, like adding custom fields or logic. Large
organizations with an extensive system landscape require a possibility to distribute
extensibility content across system landscapes. This can be achieved with the help of
Extensibility Templates.
Extensibility templates are developed in the quality system of a template provider using the
extensibility apps like Custom Business Objects or Custom Fields. Extension items are
exported in template files with the Export Extensibility Template app and are handed over to
the template consumer. After that, the templates are imported into the quality system of the
consumer with the Import Extensibility Template app. The template consumer can adapt and
change the extension items and transport them to the production system using the Export
Collection app. To develop, export, and import a template, you need to enable this process
first in the Extensibility Settings app.
The following extension patterns are enabled for extensibility templates:
●
Custom Business Objects
●
Custom Reusable Elements
●
Custom Fields
●
Custom Logic
●
Custom Library
With the Extensibility Settings app, you can check the general extensibility settings like
transport enablement and you can make settings for namespaces. These namespace settings
are required for the Extensibility Templates.
●
●
Template providers can register their own namespace and assign users to it to use the inapp extensibility tools to develop extensions in your own namespace. You can create and
download a namespace installation file so that a consumer can import your extension
items.
Template consumers can register a template provider's namespace to be able to import
and publish extensions developed in the respective namespace. Note that you won't be
able to create items in the template provider's namespace.
Learn more about Exporting Extensibility Templates in the SAP Help Portal.
Learn more about Importing Extensibility Templates in the SAP Help Portal.
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Note:
SAP is not responsible for any extensibility template that a customer uploads into
his SAP S/4HANA cloud system. The use of an extensibility template is at the
customer's sole risk, and SAP shall not be responsible for any changes or
modifications of customer data by or through an extensibility template. SAP does
not warrant that extensibility template items are or will be available without
interruption, including, without limitation, during any standard maintenance
windows for SAP cloud solutions. SAP shall not be responsible for any negative
impact of an extensibility template on the availability, functionality, or
performance of the customer´s SAP S/4HANA cloud system. SAP strongly
recommends that all extensibility template items adhere to SAP's quality
standards. For a downloaded extensibility template or a downloaded namespace
definition, SAP does not provide any means to protect the content of the file.
There is no security mechanism to prohibit the import of an extensibility template
or namespace into any systems. It is the customer and provider sole risk to secure
the transfer and usage of the files. After the import of the extensibility template
into an system there is no protection of the imported items. The items can be
viewed and changed after the import. Before activating the template, we
recommend that you inform the consumer of any functions that may be affected
by the update. For example, if the administrator at the customer has adapted a
user interface or analytical report, this may be affected by any changes you have
made to the same object.
Developer Extensibility
SAP S/4HANA Cloud ABAP Environment
Developer extensibility allows ABAP developers to create advanced cloud-ready and upgradestable custom ABAP code on SAP S/4HANA Cloud. This combines the benefits of custom
ABAP code, with the required restrictions for cloud-readiness, and the SAP S/4HANA
programming model to build SAP Fiori apps. Developer extensibility is completed in the
development system, then transported to the test/quality system for testing, and finally
transported to the production system.
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Developer extensibility in the SAP S/4HANA Cloud ABAP Environment includes:
●
●
●
ABAP RESTful Application Programming model (RAP) to build services and SAP Fiori apps
Eclipse-based IDE (ABAP Development Tools) with debugger, troubleshooting, and testing
tool support
ABAP software lifecycle support
To ensure cloud-readiness, developers must take into account the following restrictions:
●
Work within the cloud-optimized subset of the ABAP language.
●
Use only released SAP APIs or objects in the custom code.
●
Use only predefined extension points to extend SAP objects.
●
●
Ensure user access to data is controlled with thorough testing after developing
customizations.
There is no default security when you create your own tables, meaning you cannot use ILM
(Information Lifecycle Management) and IRF (Information Retrieval Framework).
Transport Extensions
Transporting Configurations in SAP S/4HANA Cloud with 3SL
After you select the scope and define the organizational structure in SAP Central Business
Configuration, the content is deployed to the development system tenants and activated.
After content is activated, you complete product-specific configuration activities, such as
defining expenses or work items and groups in SAP Central Business Configuration. After
completing a configuration activity, you are prompted to assign the change to a customizing
request. You can assign the changes to a new request or an existing one. These customizing
requests can be further edited or released to the Test system with the Export Customizing
Transports SAP Fiori app, which lives in the customizing tenant of the SAP S/4HANA Cloud
Development system.
Additional business configuration done in the customizing tenant of the Development system,
such as creating a custom workflow or teams and responsibilities are also recorded as
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customizing requests. The Export Customizing Transports SAP Fiori app is used to release
these changes to the Test system too.
Key user extensions built with the SAP Fiori extensibility apps in the customizing tenant
(client 100) of the Development system must be added to a software collection and released
in the Export Software Collection SAP Fiori app and to make them available for import in the
Test system.
Changes in the development tenant (client 080) are recorded on workbench requests. To
make a development available for import in the Test System, you release the workbench
request with the Transport Organizer view in ABAP Development Tools.
The Import Collection SAP Fiori app is used in the Test and Production systems to import
customizing requests, software collections, and development requests. The Test and
Production systems only have one tenant (client 100).
Transport Organizer
The Transport Organizer in ABAP Development Tools (ADT) contains the basic transport
functions of workbench. The requests record changes made to the ABAP workbench objects.
Note:
Only developers will use the transport organizer.
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Export Customizing Transports App
The Export Customizing Transports app enables you to manage business configuration
changes recorded in requests. Depending on the category to which the customizing objects
belong, different request types exist:
●
●
●
Central Business Configuration: Business configurations done via SAP Central Business
Configuration.
Customizing Request: Client-specific business configurations from the customizing tenant
of the Development system.
Cross-Client Customizing Request: Cross-client business configurations from the
development tenant of the Development system.
Export Software Collection App
The Export Software Collection app enables you to create software collections, add extension
items to your software collections, and export your software collection to transport the
extension items. A software collection contains custom extension items that you have created
and want to import into your production system. You need to manually add these extension
items to your software collections. With this app you can then export the extension items that
you have added to your software collection for import into your production system.
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Import Collection App
The Import Collection app enables you to import software collection versions, which makes
extension items available for productive usage. Any extension that is exported must be
imported with this app. Keep in mind that importing items can lead to business interruptions.
For example, if a user is working in the productive system with an app while items are being
changed by the import. The business interruption risk persists until an import is finished. In
the event of a business interruption, users could lose data or batch jobs and external services
could be interrupted. In the app, a column for Business Interruption indicates if the
interruption risk is high or low. We recommend importing collections with a high business
interruption risk after working hours.
Side-by-Side Extensibility with SAP Business Technology Platform
Side-by-Side Extensions using SAP BTP
SAP Business Technology Platform enables developers to implement loosely coupled
extension applications securely, thus implementing additional workflows or modules on top of
the existing SAP solution they already have. Loosely coupled extensions enable
customizations to be built and integrated without disrupting the core system's performance
or processes. All standard SAP solutions are offered with in-app customizing capabilities. For
additional customer requirements, the SAP Business Technology Platform extension
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Lesson: Developing Extensions
capability can help them build, deploy, and operate their new functionalities easily and
securely in on premise or cloud SAP solutions.
Extensibility in SAP Business Technology Platform is divided into three suites:
●
●
●
Extension Suite - Development Efficiency: Extend and optimize business processes in your
existing applications and simplify development with low-code tools to create innovative
applications faster.
Extension Suite - Digital Experience: Deliver consistent, personalized, and unified user
experiences across business applications and multiple channels at scale.
Extension Suite - Digital Process Automation: Automate repetitive and manual tasks with
digitalized workflows and robotic process automation bots. The predefined process
content packages designed for specific lines of business and industries enable you to
implement customizations quickly and easily.
Learn more about services in the Extension Suites in the SAP Discovery Center.
Click on each column to determine the side-by-side extensibility with SAP Business
Technology Platform.
Animation
For more information on this topic please view the animation in the lesson
Developing Extensions in your online course.
SAP Cloud Software Developer Kit (SDK)
The SAP Cloud SDK (Software Developer Kit) makes connecting to and integrating with any
SAP S/4HANA system easy. The SDK includes further features that facilitate application
development, such as a virtual data model for SAP S/4HANA, abstractions of the underlying
cloud platform implementation, fault-tolerance, cache management, and project templates.
In addition, the SDK delivers tools to get started quickly and maintain high quality, for
example with project starters, a continuous delivery server and continuous delivery pipeline.
These components enable developers to quickly set up the environment for development,
quality assurance, and deployment that is essential for the development in cloud
environments.
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On a high level, the SAP Cloud SDK consists of two technical components: SAP Cloud SDK
libraries and the Continuous Delivery Toolkit. You can use the SDK libraries in integration with
SAP Cloud Application Programming Model, as well as independently with any framework of
choice. The continuous delivery toolkit of the SDK offers an out-of-the-box pipeline for
bringing applications developed with the SDK into production and continuously deploy
changes, without a heavy investment into setting up continuous delivery. This enables
development teams to get their features and fixes quickly to their users and adopt a DevOps
culture. Essentially, SAP Cloud SDK delivers cloud-native best practices to development
teams in an easy-to-adopt manner.
Learn more about the SAP Cloud SDK.
Basics of Custom Extension Applications
Public APIs
Public APIs can be used to connect SAP S/4HANA Cloud with any third party solution. These
open protocols have been standardized internationally, meaning Public APIs for customerdriven extensions and integrations are published on the SAP Business Accelerator Hub.
There are two primary types of public APIs used in SAP S/4HANA Cloud:
●
●
OData (Open Data Protocol): After being initially developed by Microsoft, OData became
an international standard protocol for creating and consuming REST APIs. REST
(Representational state transfer) APIs allow a web client to publish and edit resources
defined in a data model using simple HTTP (Hypertext Transfer Protocol) messages. In
SAP S/4HANA Cloud, you can generate OData services for released CDS views (read only)
and custom business objects (read/write). This provides a lifecycle stable method of
making certain data consumable from SAP S/4HANA Cloud by a third-party system.
SOAP (Simple Object Access Protocol): This message protocol uses XML (Extensible
Markup Language) and HTTP to communicate data regardless of the operating system
where a program is running (e.g. Windows, Linux). SOAP messages are often used for
error handling, because they create an audit trail when one system sends a request for
data from another system, and the receiving system sends a confirmation the request has
been received, in addition to the data that was requested.
Private APIs
Private APIs are delivered by SAP to primarily connect SAP applications to other SAP
applications.
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There are two primary types of private APIs used in SAP S/4HANA Cloud:
●
●
BAPI (Business Application Programming Interface): This refers to a standard interface to
the business object models in SAP products. BAPIs are the primary method through which
customer code and third-party applications interact with SAP products.
IDOC (Intermediate Document): This refers to a data container used to exchange
information between any two processes that can understand the syntax and semantics of
the data. In other words, an IDOC is a data file with a specified format that is exchanged
between two systems that know how to interpret the data.
Business Scenarios for Side-by-Side Extensions
Additional side-by-side extensibility tools to enable building and consuming extensions:
●
●
●
●
●
SAP Business Accelerator Hub: Discover and consume digital content packages with APIs,
pre-packaged integrations, and sample apps from SAP and select partners.
SAP Business Technology Platform ABAP Environment : Use the provided libraries and
project templates to simplify your ABAP application and extension development in the
cloud.
SAPWEB IDE Full-Stack : You can easily develop, test, build, deploy, and extend rolebased, consumer-grade apps for business users.
SAP Forms Service by Adobe : SAP Forms service by Adobe lets you generate print and
interactive forms using Adobe Document Services.
SAP Store: Discover, download & buy SAP solutions, services & free trials from SAP &
partners including business analytics, Crystal Reports, mobile apps, cloud solutions, and
more.
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Localization
Expanding the local version coverage of SAP S/4HANA Cloud
SAP-delivered local versions are predelivered with authored configuration content. Further
adaptations can be done through configuration activities in SAP Central Business
Configuration. SAP S/4HANA Cloud is already designed to comply with a wide range of local
financial reporting standards, legal frameworks, tax calculations, and regulations.
The Configuration Localization Tool in SAP Central Business Configuration enables
customers to generate additional countries not covered by SAP Best Practices content from a
source country that is covered by SAP Best Practices. Further country/region-specific
functionality can be developed through extensibility in SAP S/4HANA Cloud. In this scenario,
the customer is responsible for ongoing maintenance and safeguarding legal compliance of
these local versions.
Localization as a Self-Service for SAP S/4HANA Cloud provides additional resources
describing multiple options to implement localization extensions, including field extensibility,
business object extensibility, business logic extensibility, UI adaptation, custom analytics, and
forms extensibility, in addition to the built-in localization features of Advanced Compliance
Reporting and Payment Medium Workbench.
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●
Find country/region-specific functions in SAP Help Portal
●
Learn more about SAP Central Business Configuration in SAP Community
●
●
Learn more about Localization as a Self-Service for SAP S/4HANA Cloud in SAP
Community
Customers can submit requests for enhancements & new functionalities in Localization
through SAP Customer Influence
LESSON SUMMARY
You should now be able to:
●
Introduce the extensibility concept in SAP S/4HANA Cloud, Public Edition
●
Use the SAP Fiori extensibility apps to define in-app extensions
●
●
●
●
Explore developer extensibility in the SAP S/4HANA Cloud, Public Edition ABAP
environment
Transport extensions between landscapes
Explore the SAP Business Technology Platform extensibility capabilities for building sideby-side extensions
Review the SAP S/4HANA, Public Edition localization approach
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Unit 6
Lesson 2
Setting up Integrations
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Define integration principles for the intelligent enterprise
●
Review the integration solution advisory methodology
●
Understand the SAP Business Technology Platform Integration Suite capabilities
●
Differentiate integration connectivity options for different use cases
●
Set up an integration scenario with the SAP Fiori Communication Management apps
●
●
Use the cloud integration automation service (CIAS) to automate an integration scenario
setup
Monitor integrations with available tools
Integration in the Intelligent Enterprise
Key Integration Principles for the Intelligent Enterprise
SAP's integration strategy for the Intelligent Enterprise is based on four key principles.
Click on each of the options to reveal the key integration principles for the Intelligent
Enterprise.
Animation
For more information on this topic please view the animation in the lesson
Setting up Integrations in your online course.
●
Out-of-the-box integration
-
-
-
●
Prepackaged content supporting integration of the end-to-end business processes in
SAP's intelligent suite (Lead to Cash, Design to Operate, Source to Pay, and Recruit to
Retire)
Prebuilt integration content can be found in SAP Best Practices Explorer and the SAP
Business Accelerator Hub.
The Cloud Integration Automation Service (CIAS) enables easy deployment of
supported SAP Best Practices integration scenarios.
Open integration
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-
SAP is open for any third-party integration and custom extensions that leverage public
APIs.
■
-
●
SAP provides prebuilt connectors for 160+ third-party applications with Open
Connectors in the SAP Integration Suite.
Holistic integration
-
-
-
●
An Application Programming Interface (API) is a messenger that allows
two applications to talk to each other. An API delivers a request from one system to
another, then returns a response. They facilitate communication between systems
by selectively exposing certain functionalities, allowing different applications,
websites, or devices to communicate with each other.
SAP provides a holistic integration technology portfolio that covers all flavors of
integration required in cloud and hybrid landscapes.
With SAP Integration Suite, SAP supports all types of integration use cases, ranging
from process, data, user, and IoT, to analytics-centric integration.
The Integration Solution Advisory Methodology helps enterprise architects shape the
integration strategy for their organizations, which can include integration technologies
from SAP and third parties.
AI-driven integration
-
-
Artificial intelligence and machine learning are used to simplify the development of
integration scenarios
For example, the Integration Advisor capability has a crowd-based machine learning
approach to enable users to define, maintain, share, and deploy Business-to-Business
(B2B) and Application-to-Application (A2A) integration content much faster than
building it from scratch.
Integration Solution Advisory Methodology
Integration Solution Advisory Methodology
SAP provided the Integration Solution Advisory Methodology (ISA-M) as a component of the
holistic integration principle. This methodology is designed to support enterprise integration
architects in shaping and documenting their integration strategy. ISA-M includes a collection
of typical integration use case patterns in a hybrid landscape that can be mapped to various
integration services/technologies based on a customer's requirements. The methodology is
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Lesson: Setting up Integrations
open to include SAP and non-SAP integration services and technologies in the overall
integration strategy.
The Integration Solution Advisory Methodology consists of three major steps:
●
●
●
Integration domains: Entry points of the methodology are integration domains that
describe typical integration areas within a hybrid system landscape, such as on-premiseto-cloud or cloud-to-cloud integration.
Integration styles: Integration styles describe the different categories of integration:
process, data, user, and IoT centric. Each integration style has specific characteristics and
can be refined by use-case patterns.
Integration technology mapping: Integration styles and use-case patterns can be mapped
to integration technologies and services, including integration technologies from SAP and
third parties. This allows enterprise architects to derive integration guidelines for their
organizations. A sample integration guideline could state that the SAP Cloud Platform
Integration service is the preferred integration technology for the process integration style
within the on-premise-to-cloud integration domain. This mapping depends on the
customer context, which takes into consideration aspects such as existing investments
and available skill sets.
Note:
Learn more in the SAP Blog: Integration Solution Advisory Methodology (ISA-M):
Define Integration Guidelines for Your Organization.
SAP Business Technology Platform Integration Suite
SAP Integration Suite Overview
The SAP Integration Suite offers a modular set of integration services covering all needs in
cloud and hybrid landscapes:
●
Process integrations (application to application) across value chains, such as lead to cash,
recruit to retire, source to pay, and design to operate
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Unit 6: Managing Extensions and Integrations
●
●
●
●
●
Master data integrations that provide master data consistency leveraging SAP One
Domain Model
API-driven integrations, including full API lifecycle management and omnichannel access
Event-driven integrations to support sense-and respond scenarios based on business
events
Data integration and pipelines to support artificial intelligence, machine learning, and data
lake or data warehousing scenarios with the SAP Data Intelligence solution
B2B integrations to integrate with suppliers across the digital ecosystem, including egovernment - business to government (B2G) - integrations to support document
compliance
SAP Integration Suite is complemented by existing on-premise technologies such as SAP
Data Services software (from the solutions for enterprise information and data management
from SAP) and SAP Process Orchestration software.
Learn more about the SAP Integration Suite in the SAP Discovery Center.
SAP Cloud Integration
SAP Cloud Integration helps you to connect cloud and on-premise applications with other
SAP and non-SAP cloud and on-premise applications. This service has the capabilities to
process messages in real-time scenarios spanning different companies, organizations, or
departments within one organization. You can:
●
●
●
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Integrate processes and data in application-to-application (A2A) and business-to-business
(B2B) scenarios.
Integrate various applications and data sources from SAP and non-SAP, on premise, as
well as the cloud. SAP Cloud Integration comes with a set of prebuilt adapters.
Benefit from prepackaged integration content to jump-start integration projects and to set
up productive scenarios with only minimum effort. You can extend predefined integration
flows according to your requirements.
●
Use the adapter SDK to build your own custom adapters for additional connectivity needs.
●
Customize the access to SAP Cloud Integration with our public OData APIs.
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Lesson: Setting up Integrations
●
●
Use our core integration and security capabilities for the safe and reliable processing of
messages. Configure the way how messages are exchanged within an integration scenario
so that the data involved is protected according to the newest security standards.
Orchestrate business processes and integrate data in synchronous as well as in
asynchronous scenarios. SAP Cloud Integration also supports reliable messaging
processes based on asynchronous decoupling implemented by using queuing
mechanisms.
SAP Cloud Connector
SAP Cloud Connector facilitates secure communication between SAP cloud solutions and
protected on-premise or private cloud networks that cannot be accessed directly from the
Internet. The cloud connector acts as a reverse invoke proxy component that is installed and
runs on an on-premise network. The administrator has complete control over the on premise
systems and resources that can be accessed by the cloud applications and the cloud
applications using the cloud connector. Broken connections are recovered automatically, and
the tool provides audit logging of inbound traffic and configuration changes. Cloud connector
is used in hybrid scenarios where cloud applications must access or extend on-premise
software.
Without a solution like SAP Cloud Connector, a developer would need to reconfigure the on
premise/private cloud firewall settings to allow external access from public cloud systems.
The Cloud Connector therefore provides a much easier, lower TCO method of integrating
public cloud and on premise/private cloud applications. SAP also provides standard support
for the Cloud Connector.
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SAP API Management
SAP API Management lets you publish, promote, and oversee APIs in a secure and scalable
environment. API Management technology helps you to share digital assets and enable
developer communities to consume these assets in new channels, devices, and user
interfaces. Available in the cloud, the technology helps promote co-innovation among
employees, partners, and the developer community. To gain better insights about consumer
needs, you can empower employees and partners with access to critical information and
increase reach to a wider customer base. API Management reduces complexity by leveraging
a single provisioning platform (API Platform) to provide unified access and governance of
APIs across a heterogeneous landscape.
SAP Business Accelerator Hub
The SAP Business Accelerator Hub is a public catalog of all SAP APIs and partner APIs to
enable integration and application developers in the SAP ecosystem to discover, test, and use
public APIs from SAP, and integration content for the SAP Integration Suite. The APIs are
documented in the open API format, which is a vendor-neutral open-source format. To ensure
stability of the APIs on the Business Accelerator Hub, SAP has extended the existing API
lifecycle and version management with a deprecation policy that defines versioning,
compatibility of changes, and applicability.
Note:
Find prepackaged integration content, APIs, and open connectors in the SAP
Business Accelerator Hub
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Lesson: Setting up Integrations
Learn more about the different terms in the SAP Business Accelerator Hub.
Animation
For more information on this topic please view the animation in the lesson
Setting up Integrations in your online course.
SAP Open Connectors
SAP Open Connectors are pre-built, feature-rich connectors to simplify the connectivity and
seamless integration with over 160 non-SAP cloud applications. Regardless of the
application's backend - REST, SOAP, Proprietary SDK, Database, etc. - SAP Open Connectors
create a unified API layer and standards-based implementation across every environment.
This ensures that developers, integration users, and their use cases are decoupled from the
backend services on which they rely. SAP Open Connectors can be very easily integrated with
SAP Cloud Integrations, SAP API Management, SAP Data Hub services or your applications.
Learn more about SAP Open Connectors.
SAP Integration Advisor
Defining and implementing standards for business document exchange can involve many
complex processes depending on the business need. The SAP Integration Advisor is a cloudbased service that helps you to simplify and streamline the implementation flow of your B2B
integration process. It uses a crowd-based machine learning approach to propose the most
efficient integration interface for B2B scenarios. It also provides a comprehensive library of
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the documentation and code lists of all frequently used B2B standards and de facto
standards.
Learn more in the SAP Blog: Announcement of the New Integration Content Advisor.
Connecting Applications
Types of SAP S/4HANA Cloud Integrations
Most customers have diverse landscapes where many different systems have to
communicate with each other to complete end-to-end business scenarios. SAP S/4HANA
Cloud integrations are grouped into three categories:
●
●
●
184
SAP-managed integration: These integrations are predefined and set up by SAP because
they are required for the system to function correctly. For example, the Identity
Authentication Service lives in SAP Business Technology Platform, but is integrated to the
Starter, Quality, and Production systems to secure and protect access to the systems.
There is no action needed by customers or partners to set up this integration, as it is
defined and predelivered by SAP to support the SAP S/4HANA Cloud system in
functioning the way it should.
SAP Best Practices template-based integration: If there is an SAP Best Practices scope
item available that supports the integration scenario, it's called an SAP-managed
integration. This means the integration is predefined and operated by SAP, so no customer
involvement is required, besides the initial setup of the integration through either the Best
Practices set-up guide, or the Cloud Integration Automation Service.
Customer-driven integration: If there is not an SAP Best Practices scope item for the
required integration scenario, check the SAP Business Accelerator Hub for integration
packages or open connectors. If a package or open connector supports the integration
scenario, it is implemented by the customer or partner, and then maintained by the
customer. If no integration package or open connector in the SAP Business Accelerator
Hub is available, use the predelivered APIs to create a custom integration. This integration
is developed and operated by the customer.
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Lesson: Setting up Integrations
SAP-managed
integration
SAP Best Practices
template-based
integration
Customer-driven
integration
Description
SAP cloud to SAP
cloud predelivered
SAP verified content
guarantees DIY
implementation
success
Based on robust SAP
delivered APIs
Operated by
SAP
Customer
Customer
Created by
Predefined &
implemented by SAP
Content predefined
Developed &
by SAP; implemented implemented by
by customer
customer
Responsibility
Upgrades managed
by SAP
Customer owns and
manages their
integrations
Customer owns and
manages their
integrations
How to find integration content:
Integration Content
Resource
SAP Best Practices template-based
integration
Serach for predelivered SAP Best Practices
integration scope items in the SAP Best
Practices Explorer
Customer-driven integration
●
●
Search for integration packages or
prebuilt open connectors in the SAP
Business Accelerator Hub.
If you cannot find a suitable package,
build your own integration package using
the individual APIs from the SAP Business
Accelerator Hub and host the integration
on the SAP Business Technology Platform
Technologies for Integrating Systems and Applications
There are many different methods of facilitating communication between applications or
systems. Here are a few methods relevant for SAP S/4HANA Cloud integrations:
Point-to-Point Integration
Every system or application is integrated directly with another system or application to share
data. This type of integration can be set up quickly and easily, but it is not scalable. Each
point-to-point integration must be individually secured, monitored, and maintained during its
lifecycle. This becomes time consuming and costly as more applications are deployed and
integrated into the landscape.
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Hub-and-Spoke Integration
All applications share data through one central hub system. The hub routes traffic to the
respective system/application, and acts as a MOM (Message Oriented Middleware) that can
perform any type of translation, transformation, and routing decision. Unlike point-to-point
integration, each system that wants to share data doesn't need to be directly connected to
any other sharing system. All applications have a single connection point to the hub, to which
they can send or retrieve data. With far fewer integrations to maintain, hub and spoke
integration massively simplifies the landscape.
Note:
SAP Master Data Integration is a centralized hub of HR master data, where both
the HR system (SAP SuccessFactors Employee Central) and the SAP S/4HANA
Cloud system access directly to send/retrieve data, instead of just sending the
data between the two of them (S/4HANA Cloud & SF Employee Central).
Middleware
Middleware acts as a bridge between two or more applications that need to share data with
each other. As it's name suggests, middleware sits in the middle of an end-to-end transaction,
and therefore initiates outgoing messages from one application in response to incoming
messages from another application. Middleware takes data from an application and
translates, reformats, and restructures the information so it can be received by another
application. It has the ability to process, route, enrich, and manipulate the flow of data
between multiple source and target systems.
Application Programming Interface (API)
An Application Programming Interface (API) is a software intermediary that allows
two applications to talk to each other. An API is the messenger that delivers a request from
one system to another system, then returns a response. APIs facilitate interaction between
systems by selectively exposing certain functionality, allowing different applications,
websites, or devices to communicate with each other. While APIs carry data, they need an
integration technology to facilitate the transfer between two applications, such as a point-topoint connector or middleware.
Click on REQUEST then RESPONSE to see a pictorial representation of the flow.
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Animation
For more information on this topic please view the animation in the lesson
Setting up Integrations in your online course.
Application Programming Interface (API)
An Application Programming Interface (API) is a software intermediary that allows
two applications to talk to each other. An API is the messenger that delivers a request from
one system to another system, then returns a response. APIs facilitate interaction between
systems by selectively exposing certain functionality, allowing different applications,
websites, or devices to communicate with each other. While APIs carry data, they need an
integration technology to facilitate the transfer between two applications, such as a point-topoint connector or middleware.
Connecting SAP S/4HANA Cloud with Other Solutions
Open APIs for any integration scenario
OData and SOAP APIs can be used to connect SAP S/4HANA Cloud to SAP or non-SAP cloud
or on premise applications. OData and SOAP APIs published on the SAP Business Accelerator
Hub have guaranteed usage rights and lifecycles form SAP, and some support extensibility.
Core Data Services (CDS) Views
The virtual data model (VDM) forms the basis for data access in SAP S/4HANA Cloud, for
example, in analytical consumption or APIs. The Core Data Services (CDS) views that make
up the VDM follow consistent modeling and naming rules. They expose business data, which
is stored in abstract database tables, based on business semantics and is therefore easier to
consume.
You can use the Custom CDS Views app for different purposes:
●
External APIs define a service that can be consumed externally via OData.
●
Cube or Dimension views can be used in analytical scenarios.
●
General custom CDS views can be reused for view building in various scenarios.
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Traditional SAP Integration APIs
BAPIs and IDocs can be used to connect SAP S/4HANA Cloud with on-premise applications.
They are published and released via SAP Notes and can only be used in the specific scenarios
for which they have been explicitly released. There is limited or no extensibility and limited or
no lifecycle guarantees for BAPIs and IDocs.
Transitioning from On Premise to Cloud Integration Technologies
SAP Process Integration (PI) and SAP Process Orchestration (PO) are SAP's traditional
integration middleware products for on-premise deployments. PI enables message-based
integration between systems in an SAP landscape. PO combines the capabilities of PI, SAP
Business Process Management, SAP Business Rules Management, and out-of-the-box B2B
connectivity support for EDI communications to meet most on-premise integration needs.
For customers that still have a relatively heavy on-premise footprint on the journey toward the
cloud, the first step is to use the built-in cloud integration runtime of PI/PO (release 7.5 and
higher). This is provided with any SAP Process Integration or SAP Process Orchestration
license, and allows SAP customers to take advantage of the prebuilt integration packages
provided with the SAP Integration Suite while deploying the actual integration scenarios on
premise. In this case, design-time work is done in the cloud while deployment is through the
on-premise runtime.
Moving forward, new integrations should be built with the SAP Integration Suite, and existing
integrations should be eventually moved to the SAP Integration Suite. Prebuilt integration
packages that can accelerate an implementation are in the SAP Business Accelerator Hub.
Other capabilities like API Management and Open Connectors support building and deploying
cloud integrations. The SAP Cloud SDK (Software Developer Kit) is a set of tools and libraries
for developers to build and extend SAP applications in the cloud.
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Note:
Learn how to address different integration use cases with SAP Cloud Integration in
this SAP Blog: Enterprise Integration Patterns with SAP Cloud Integration
Comparing SAP Integration Technologies: SAP Integration Suite vs. SAP Process
Orchestration
SAP Integration Suite
Deployment
●
Data centers owned and
run by SAP
●
Multi-cloud
Operations
●
SAP
License Model
●
Architecture
●
●
●
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Monthly subscription fee,
pay per use
Multitenancy with data
isolation
Virtualization with automated failover
Rolling software updates
SAP Process Orchestration
●
●
Customer landscape
Private cloud (e.g. SAP
HANA Enterprise Cloud
●
Customer
●
Product license
●
Single-tenant solution
●
●
Failover to be configured
by customer
Near-zero downtime
maintenance for updates
through support packages
or enhancement packages
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SAP Integration Suite
Prepackaged Integration
Content
Preferred Integration Domains
Decision Criteria
●
Available for a variety of
cloud solutions from SAP,
third party applications,
and B2B and B2G scenarios
SAP Process Orchestration
●
●
Available for a wide variety
of on premise SAP and
third party applications
Runtime of the SAP Cloud
Integration service (starting from SAP PO release
7.5) for re
●
Cloud to cloud
●
On premise to on premise
●
On premise to cloud
●
On premise to cloud
●
●
Customer has predominantly cloud-centric landscape
No need to invest in on
premise middleware (install, operation, upgrades)
●
Fast innovation cycle
●
Flexible license model
●
Scenarios with a need for
compliance are available
●
●
●
Customer has a predominantly on premise centric
landscape
Interest in leveraging an
existing investment in SAP
Process Orchestration
Custom interest in having
full control over integration (install, operation, upgrades)
Communication Scenarios in SAP S/4HANA Cloud, public edition
SAP S/4HANA Cloud Communication Management Apps
The Communication Management apps in SAP S/4HANA Cloud enable you to connect your
system to another system to facilitate data exchange. SAP has predelivered many different
SAP Best Practices integrations that can be activated using the Communication Management
apps, which include:
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●
Maintain Communication Users
●
Communication Systems
●
Communication Arrangements
●
Display Communication Scenarios
●
Custom Communication Scenarios
●
Maintain SAP Business Technology Platform Extensions
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Lesson: Setting up Integrations
Maintain Communication Users App
With the Maintain Communication Users app, you create a user that provides authentication
for a communication system, and ultimately the final communication arrangement. For a
system to post data to another, the solution must authenticate itself with the methods
available in the Maintain Communication Users app. You can choose basic authentication,
which is user name and password, or upload a security certificate. Keep in mind, the
supported authentication methods vary based on the communication arrangement scenario.
A communication user is assigned to a communication system, which is then assigned to a
communication arrangement.
Communication Systems App
The Communication Systems app enables you to create a communication system, which is
then used to establish a communication arrangement. A communication system represents
the communication partner within an integration scenario.
To allow two systems to send data, they must be "registered" with the Communication
Systems app. You provide technical information, such as the host name URL, logical system,
HTTPS port, specify if the integration is using Cloud Connector, and other details.
When creating a communication system, you must assign a communication user to the
inbound and/or outbound user sections (varies based on the integration scenario) to
authenticate the partner system. Inbound communication refers to a third-party system
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calling services provided by SAP S/4HANA Cloud (messages are coming into SAP S/
4HANA). Outbound communication refers to SAP S/4HANA Cloud calling services provided
by the third-party system (messages are sent from SAP S/4HANA).
Communication Arrangements App
You can use the Communication Arrangements app to create and edit communication
arrangements that connect the SAP S/4HANA Cloud system to another system. Through a
communication arrangement, you are configuring the electronic data exchange between the
two systems. The communication scenario determines the authorizations, inbound and
outbound services, and the supported authentication methods required for successful setup
of the integration.
There are many SAP Best Practices predelivered communication scenarios available that you
can simply follow the setup guide instructions in SAP Best Practices Explorer to activate for a
particular scope item.
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Lesson: Setting up Integrations
Try it out
Learn how to create a communication arrangement, map the arrangement to a
communication system, and map a user to the communication system in SAP S/4HANA
Cloud.
Simulation
For more information on this topic please view the simulation in the lesson
Setting up Integrations in your online course.
Display Communication Scenarios App
The Display Communication Scenarios app is used to display an overview of all available
communication scenarios available in your SAP S/4HANA Cloud system. You can also see the
scenario details, supported authentication methods, properties, and status.
Maintain SAP Business Technology Platform Extensions App
With the Maintain Business Technology Platform Extensions app, you can create Business
Technology Platform extensions to automatically connect an extension build on Business
Technology Platform to SAP S/4HANA Cloud.
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Custom Communication Scenarios App
You can use the Custom Communication Scenarios app to create scenarios to use later in the
Communication Arrangements app. A communication scenario bundles inbound and
outbound communication design-time artifacts and is the basis of communication between
systems.
Cloud Integration Automation Service
Introduction to the Cloud Integration Automation Service
The Cloud Integration Automation Service (CIAS) is a framework that provides task-based
procedures with automation. It eases the technical configuration of SAP Best Practices
integrations by reducing the manual work and offers integrated parameter management so
data can be entered once and reused throughout the workflow. You can assign integration
tasks to different roles to ensure the right person can execute the right task and allows
traceability of activity by collecting information on who did what steps during the integration
workflow.
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Task Types in the Cloud Integration Automation Service:
Automated tasks: The respective applications provide APIs, which allows the Cloud
Integration Automation service to automate the corresponding configuration step.
●
●
●
Semiautomated tasks: These may include customer-specific data (for example, customer
tenant URLs defined in the integration setup in SAP Maintenance Planner) to partially
automate certain tasks.
Manual tasks: These will show the respective excerpt of the implementation guide for the
responsible person to apply the necessary setting manually before confirming the task.
Note:
Not all integration scenarios are supported with the Cloud Integration Automation
service tool. Refer to SAP Best Practices Explorer to determine which scenarios
are supported.
Cloud Integration Automation Service in SAP Maintenance Planner
In SAP Maintenance Planner, you will access the Cloud Integration Automation service via the
Plan for Cloud Integration Scenario app. In this app, you can find and activate supported SAP
Best Practices integration scenarios by completing the guided workflow steps. Always check
the set-up guide from SAP Best Practices Explorer first, because there are often prerequisite
steps that must be completed before you can run the automation.
Note:
To use the Plan for Cloud Integration Scenario app, you must request Cloud
Integration Automation Service Entitlement following the instructions provided in
SAP Note 2608492. Customers can use this service at no additional cost, if they
meet the prerequisites.
What are the other apps for in Maintenance Planner?
SAP Maintenance Planner is a tool within the Landscape Management component of SAP
Solution Manager. SAP Solution Manager is the Application Lifecycle Management tool used
to implement SAP S/4HANA Cloud, private edition and SAP S/4HANA on premise, therefore
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most apps in Maintenance Planner are designed to support customers in maintaining and
upgrading their private cloud or on-premise systems.
Automate the Integration Setup of a Business Process (1/2)
Complete the following steps in the SAP Maintenance Planner Plan for Cloud Integration
Scenario app to set up an automated integration scenario:
1. Select SAP S/4HANA Cloud Integration.
2. Select a scenario to set up.
3. Choose Select Systems to select the system.
Automate the Integration Setup of a Business Process (2/2)
(Continued) Complete the following steps in the SAP Maintenance Planner Plan for Cloud
Integration Scenario app to set up an automated integration scenario:
1. Choose the system tenant(s) as indicated in the guided workflow.
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Lesson: Setting up Integrations
2. After selecting all systems required, select the Invoke Workflow button in the upper-right
corner.
3. Review the integration scenario details and confirm.
Integration Monitoring Tools
Integration Monitoring with SAP Cloud ALM for Operations
SAP Cloud ALM for Operations enables customers to monitor processes and be alerted to
potential issues. A component of Cloud ALM for Operations is Integration & Exception
Monitoring. To get a holistic view across your integrated landscape, all cloud and on-premise
systems are set up in the SAP Cloud ALM Landscape Management app. Then you can monitor
your systems with the Integration & Exception Monitoring app in Cloud ALM.
Capabilities of Integration & Exception Monitoring in SAP Cloud ALM:
●
End-to-End monitoring by correlating single messages to end-to-end message flows
across cloud services and systems
●
Monitoring of integration related exceptions
●
Support of peer-to-peer interfaces as well as orchestrated integration
●
Closes gap between business and IT during problem resolution process (technical issue vs.
business issue) by:
-
-
-
Alerting to notify responsible persons in business and IT about discovered integration
related problems
Search and track single messages based on exposed business context attributes, for
example order numbers
Operation automation to trigger operation flows context sensitively for automated
correction of problems
Access the Integration & Exception Monitoring setup guides for the supported cloud and onpremise solutions here.
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Integration Monitoring in SAP Business Technology Platform
For SAP Cloud Integrations built on the SAP Business Technology Platform, a developer can
check the status of messages and integration content artifacts for a tenant cluster.
The start page is divided into the following sections, each covering a specific task area:
●
●
●
●
●
●
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Monitor Message Processing: View the number and status of processed messages within a
specified time window.
Manage Integration Content: View the number and status of integration content artifacts
(for example, integration flows).
Mange Security: Manage certain tasks related to the setup of secure connections between
your tenant and remote systems.
Manage Stores: Manage temporary data storages on the tenant.
Access Logs: Monitor audit logs (resulting from system changes) and analyze errors that
occurred during inbound HTTP processing.
Manage Locks: Display and manage lock entries that are created (in the in-progress
repository) to avoid the same message being processed several times in parallel.
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Lesson: Setting up Integrations
Integration Monitoring in SAP Analytics Cloud
The SAP Cloud Integration Reporting Dashboard is developed on SAP Analytics Cloud. It is a
simple and intuitive widget-based analytics dashboard that provides at-a-glance view of
relevant key performance indicators of a Business Technology Platform tenant where your
SAP Cloud Integrations are running. The widgets in the dashboard displays data in a simple
metric that helps you visualize the context information with slicing and dicing capabilities.
Using the dashboard, you can:
●
Monitor the integration flows which has the highest processed messages.
●
Analyze the status of processed messages.
●
Get the count of the deployed artifacts.
Interface Integration Monitoring with Application Interface Framework
In the application layer, app-related interface logic (for example, business validations,
business mappings) is often distributed through different technologies. Some interface logic
may be implemented in user exits or business add-ins (BAdIs), while other logic is defined in
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Unit 6: Managing Extensions and Integrations
various coding places. Even with the best middleware technology, there will be failed IDoc
postings and service calls in the application layer that require monitoring and quick
resolutions (for example, validating and reprocessing failed sales orders).
The SAP Application Interface Framework (AIF) is a solution designed to make it easier to
manage A2A/process integration by enabling you to create, deploy, monitor, and manage all
of your application interfaces in one location. AIF enables business users to reduce the time
needed for error handling because they are able to monitor interfaces and troubleshoot
issues without IT. AIF shipped as an add-on for SAP S/4HANA on premise, but it is already
embedded in SAP S/4HANA Cloud. The SAP Fiori apps in the launchpad, including Message
Dashboard, Assign Recipients to Users, and Configure Value Mapping, are built as Web
Dynpro for ABAP applications available as SAP Fiori applications on the launchpad for all
deployments of SAP S/4HANA.
Learn more in this SAP Blog: SAP Application Interface Framework: All You Need to Know
About SAP AIF.
LESSON SUMMARY
You should now be able to:
●
Define integration principles for the intelligent enterprise
●
Review the integration solution advisory methodology
●
Understand the SAP Business Technology Platform Integration Suite capabilities
●
Differentiate integration connectivity options for different use cases
●
Set up an integration scenario with the SAP Fiori Communication Management apps
●
●
200
Use the cloud integration automation service (CIAS) to automate an integration scenario
setup
Monitor integrations with available tools
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Unit 6
Learning Assessment
1. What does "de-coupling extensions" mean in SAP S/4HANA Cloud?
Choose the correct answers.
X
A Extensions could conflict with future release enhancements
X
B Extensions are applied with modifications in the HANA database
X
C Extensions are separated from the stable system of records.
X
D Extensions will not clash with quarterly release upgrades
2. What types of extensibility are supported directly in the SAP S/4HANA Cloud solution?
Choose the correct answers.
X
A Classic Extensibility
X
B Managed Extensibility
X
C In-App (Key User) Extensibility
X
D Side-by-Side Extensibility
3. What are some extension item types can be transported from the Quality system to the
Production system?
Choose the correct answers.
X
A Custom Fields
X
B Form Templates
X
C Employee Data
X
D Custom Business Logic
X
E Master Data
X
F Query Designer Report
X
G Communication Arrangements
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Unit 6: Learning Assessment
4. What SAP middleware tool hosts the SAP Best Practices pre-delivered integration content
and can be used for custom integration development?
Choose the correct answer.
X
A SAP Process Integration / Orchestration
X
B Business Technology Platform
X
C SAP HANA Enterprise Cloud
X
D SAP API Management
5. What APIs (Application Programming Interface) are often used to connect SAP Cloud to
SAP on premise solutions?
Choose the correct answers.
X
A BAPI
X
B OData
X
C IDoc
X
D SOAP
6. What Business Technology Platform integration tool would you use to integration SAP S/
4HANA Cloud and SAP S/4HANA on premise?
Choose the correct answer.
202
X
A Business Technology Platform, Cloud Integration
X
B Business Technology Platform, Connectivity
X
C Business Technology Platform, API Management
X
D Business Technology Platform, Open Connectors
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UNIT 7
Migrating Data to SAP S/
4HANA Cloud, Public Edition
Lesson 1
Migrating Legacy Data
205
UNIT OBJECTIVES
●
●
●
Review the capabilities of the SAP S/4HANA Migration Cockpit
Migrate data to SAP S/4HANA Cloud, public edition with the SAP S/4HANA Migration
Cockpit
Leverage resources for migrating data
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Unit 7: Migrating Data to SAP S/4HANA Cloud, Public Edition
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Unit 7
Lesson 1
Migrating Legacy Data
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
●
●
Review the capabilities of the SAP S/4HANA Migration Cockpit
Migrate data to SAP S/4HANA Cloud, public edition with the SAP S/4HANA Migration
Cockpit
Leverage resources for migrating data
SAP S/4HANA Migration Cockpit
SAP S/4HANA Migration Cockpit Overview
The SAP S/4HANA Migration Cockpit is included in the licenses for all SAP S/4HANA
deployment options and is accessed with the Migrate Your Data Fiori app on the launchpad.
The Migration Cockpit is a ready-to-use data migration solution with a set of comprehensive
template-based migration objects for transferring business data. It automatically maps
source data to the SAP S/4HANA target values and generates the necessary migration
programs, so there is no programming required. The Migrate Your Data app guides you
through the migration process with a step-by-step workflow that has built-in validation checks
to ensure data quality and consistency.
Standard migration objects are predelivered by SAP and the availability in a system depends
on the deployment (i.e. public cloud, private cloud, or on premise), and the customer's
activated scope items. This means if additional scope item(s) are activated, additional
migration objects may become available in the Migrate Your Data app.
The SAP S/4HANA Migration Cockpit is designed for data transfer from customer legacy
system(s) to SAP S/4HANA and SAP S/4HANA Cloud during implementation, not continuous
replication. The tasks to extract, prepare, and execute data migration are all defined in the
relevant implementation phases of the SAP Activate Methodology.
In the extensibility framework, certain migration objects support custom fields created in the
Custom Fields and Logic app. If the migration cockpit detects a custom field in a target
function module or CDS behavior definition for a migration object, it will automatically add it
to the source structure of the migration object to allow data to be entered for the field. In
addition, the Migration Object Modeler tool enables you to customize and create new
migration objects.
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Unit 7: Migrating Data to SAP S/4HANA Cloud, Public Edition
Note:
●
●
●
●
View the migration objects supported by the extensibility framework in the SAP
Help Portal
In some cases, custom fields cannot be automatically added and you must
manually identify the source structure using the Migration Object Modeler.
The Migration Object Modeler only supports certain objects for customization
in SAP S/4HANA Cloud. Learn more in SAP Note 2999428
New migration objects cannot be created with the Migration Object Modeler in
SAP S/4HANA Cloud.
Benefits of the SAP S/4HANA Migration Cockpit
Benefits of the SAP S/4HANA Migration Cockpit
Click on each of the pictograms to see the benefits of the SAP S/4HANA Migration Cockpit.
Animation
For more information on this topic please view the animation in the lesson
Migrating Legacy Data in your online course.
Migration Options in SAP S/4HANA Cloud
You access the Migrate Your Data - Migration Cockpit app from the launchpad in SAP S/
4HANA Cloud. In an SAP S/4HANA Cloud system, the migration approach is: migrate data
using staging tables. A staging table is a database table that contains business data.
Essentially, you are migrating data directly to the database tables in the SAP HANA database
through the Migrate Your Data app.
This approach has two methods:
●
Transfer data using template files (Local SAP S/4HANA Database Schema connection)
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Lesson: Migrating Legacy Data
-
●
With this method, consultants create migration projects in the Migrate Your Data app in
SAP S/4HANA Cloud and map relevant migration object(s) to the projects. For each
migration object, you download the corresponding template from SAP S/4HANA
Cloud, open and populate the template in Microsoft Excel, then upload the template
and follow the guided migration steps to map and import the data.
Transfer data using separate HANA staging database (Remote SAP HANA Database
Schema connection)
-
With this method, you integrate your SAP S/4HANA Cloud system with a separate SAP
HANA database. The customer is responsible for identifying internal expert(s) with
access to their legacy database(s) and knowledge of Extract, Transform, and Load
tools to design a process to connect their legacy database(s) to the separate SAP
HANA database. Consultants create migration projects using the Migrate Your Data
app in SAP S/4HANA Cloud and map relevant migration object(s) to the projects.
Through the integration with the separate SAP HANA staging database, the migration
object data is populated in SAP S/4HANA Cloud.
Note:
For the transfer of data using separate SAP HANA staging database
(Remote SAP HANA Database Schema connection):
■
You must first activate the scope item Data Migration to SAP S/4HANA
from Staging (2Q2) and set up the integration between SAP S/4HANA
and the staging database.
■
The SAP HANA express edition trial can be deployed as the secondary
database and is free for development and productive use for up to 32 GB
of RAM. Learn more here
Animation
For more information on this topic please view the animation in the lesson
Migrating Legacy Data in your online course.
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Unit 7: Migrating Data to SAP S/4HANA Cloud, Public Edition
Note:
Access the Video Library for Data Migration in the SAP Help Portal
Migrate Data
Migrate Data Using Staging Tables: Transfer Data Using Template Files
SAP predelivers template files for migration objects in the SAP S/4HANA Migration Cockpit.
You can populate the data manually or use tools such as SAP Data Services. Template files
can be downloaded in two formats: XML or CSV. We recommend using the default format,
XML, for the following reasons:
●
●
●
208
All data is contained in one file.
The XML template file contains detailed information about the relevant data structures as
well as instructions about how to enter data in the file.
Microsoft Excel is a stable option for entering and editing values in an XML file manually.
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Lesson: Migrating Legacy Data
Note:
●
●
If you manually populate data by copy-pasting, make sure to paste VALUES
ONLY to strip any formatting from the data. If any existing formatting gets
pulled into the XML template, it will corrupt the file and you will not be able to
upload it.
The size limit for each XML file uploaded to the SAP S/4HANA Migration
Cockpit is 100MB. You can upload multiple XML files at once by using a zip file.
The combined size of all the XML files you want to add to the zip file must not
exceed 160MB, and the maximum permitted size of the zip file is still 100MB.
Using CSV template files is an expert option. We do not recommend using CSV files unless
you have a specific use case for doing so. For example, if you are automating the extraction of
data from database tables, CSV files may be easier to create using database or other file
handling tools. A benefit of the CSV format is no size restriction for the file. However, we
recommend using caution with the CSV template format for the following reasons:
●
You need to use a separate CSV file for each data structure.
●
There is no built-in protection for data formats.
Note:
●
●
A test script detailing the data migration process is available in SAP Best
Practices Explorer: Data Migration to SAP S/4HANA from File (BH5)
When you set a migration project to Finished, you can specify a retention
period for the data.
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Try it out
Learn how to migrate your data to SAP S/4HANA Cloud using the SAP S/4HANA Migration
Cockpit template files and check your results.
Simulation
For more information on this topic please view the simulation in the lesson
Migrating Legacy Data in your online course.
Migrate Data Using Staging Tables: Transfer Data Using Separate SAP HANA Staging
Database
To transfer data to SAP S/4HANA from a separate staging database, you must have a remote
HANA database deployed that will act as the staging system. Following the instructions in the
setup guide for the Data Migration to SAP S/4HANA from Staging (2Q2) business process,
you will first deploy an SAP HANA Database as a Service (DBaaS) on SAP Business
Technology Platform. Then you request activation of the 2Q2 scope item via ticket
component XX-S4C-OPR-SRV. Last, set up an integration between the DBaaS and your SAP
S/4HANA tenant with communication arrangement SAP_COM_0259 (Migration Cockpit
Integration) in the Communication Arrangements Fiori app on the launchpad.
Next, the customer must identify internal expert(s) with access to their legacy database(s)
and with knowledge of extract, transform, load (ETL) tools. The ETL process pulls data from
the legacy system(s) and loads into the staging database. Customers can use their own ETL
tools or SAP tools such as, SAP HANA Studio, SAP HANA Smart Data Integration (SDI), or
SAP Data Services. The staging database must be built on HANA, and integrated to the SAP
S/4HANA target system. Through the integration APIs, data is transferred from the staging
database to the SAP S/4HANA target system.
Note:
More information on the staging database method can be found in SAP Note
2733253
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Lesson: Migrating Legacy Data
Steps to migrate data using a separate SAP HANA staging database
1. Preparation
●
●
●
●
Assign necessary business roles
Deploy a separate staging database: SAP HANA Database as a Service (DBaaS) on
SAP Business Technology Platform
Activate the Data Migration to SAP S/4HANA from Staging (2Q2) scope item in your
SAP S/4HANA target system
Follow the setup guide to activate the integration between the staging database and
your SAP S/4HANA target system (Communication Arrangement: Migration Cockpit
Integration SAP_COM_0259)
2. Create Migration Project
●
Open the Migrate Your Data - Migration Cockpit app in the Fiori launchpad
-
Choose the Create button
-
Select Remote SAP S/4HANA Database Schema connection
-
Choose the staging database as the source system
3. Copy Migration Object(s) to project
●
Choose object(s) and select Move to Selected Migration Objects
-
●
Staging tables for each object are generated in staging DB automatically
To remove objects, select the object(s) and choose Move to Available Migration Objects
4. Finish creating the migration project
●
Select the Review button to review your Project Settings
●
Select the Create Project button to create your migration project
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5. Populate Migration Objects with Data
●
In the staging database:
-
●
Customer uses their own or SAP ETL tools (e.g. SAP Data Services, SAP HANA
Smart Data Integration (SDI), SAP HANA Studio) to extract data from legacy
system(s) and populate staging tables in staging DB
In the SAP S/4HANA system - follow guided procedure to complete migration:
a. Prepare the staging tables for each migration object to ensure they can be used to
transfer data
b. Process open mapping tasks. (e.g. Value mapping where you specify target values
for corresponding source values, or Fixed Value tasks where you set default values
for target fields)
c. Optional: Simulate transfer of data
d. Migrate data
●
●
Data from the staging tables will be posted to the target SAP S/4HANA system
When all data for an object has been migrated, the message Data Successfully
Transferred to Staging Tables, will display.
6. Verify Data in Relevant App
Note:
When you set the migration project to Finished, you can specify a retention period
for the data.
SAP Help Portal Migration Object Documentation
When preparing to migrate data, you must have the data migration expert business role
assigned to your user (SAP_BR_CONFIG_EXPERT_DATA_MIG) and the business role that
corresponds with the migration object(s) for which you are migrating data. For example, to
migrate data for the Bank object, you need the Cash Manager business role. This information
is available in the migration object documentation in the SAP Help Portal.
Note:
Access the SAP S/4HANA Cloud Data Migration landing page in the SAP Help
Portal
In the menu of options on the Data Migration help portal page, select Migration Objects for
SAP S/4HANA Cloud. Then, click the link of a migration object to find detailed information
about the object. Scroll down to the Post Processing section to find information about
validating your data in the system. This will show you the business role required to migrate
the data for that particular object, and the name of an application to validate data has been
successfully migrated.
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© Copyright. All rights reserved.
Lesson: Migrating Legacy Data
Canceling Migration
You can cancel the migration in the Simulate and Migrate steps. This feature allows you to
cancel the migration in a controlled way that does not arbitrarily kill the job. In the Migration
Project view screen, select Monitoring, then select the Cancel button.
Migration Results
After data is migrated, you can check the migration results. The results links open the
relevant app where you can access the data record. In the Migration Project view screen,
select migration object(s) and choose the Migration Results button.
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Data Migration Status
With the Data Migration Status app, you can check the status of your migration objects and
projects after you've started migrating data to your SAP S/4HANA Cloud system for at least
one migration object.
Note:
Learn more in SAP Note 2681413: FAQ for SAP S/4HANA Data Migration Status
App
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Lesson: Migrating Legacy Data
Extended Statistics in the Data Migration Status App
Extended statistics provide details about migrated data, such as source values, target values
after mapping, and target IDs. This information can then be used to validate or audit your
migrated data.
In the Data Migration Status app, the extended statistics column provides the record counts
of all structures of a migrated object. You can download a complete spreadsheet with all the
extended statistics data. The extended statistics feature is activated by default, but you can
change the settings per migration object. If you want to turn off logging of extended statistics,
you can toggle the switches off. Please note that switching off extended statistics not only
stops logging of new data, but it also deletes previously logged data. you can stop logging
extended statistics data by changing your logging preferences. Please note, if you toggle off
an extended statistics data point, the system will stop logging that data in the future but also
delete past logged data.
●
In the Extended Statistics column in the Migration Objects overview table, three different
statuses can be displayed for a migration object:
-
-
-
Statistics: This means logging of extended statistics is activated, and data is available.
When you click the Statistics link, you see an overview of all logged statistics for a
specific migration object in all available projects.
No Data: This means logging of extended statistics is activated, and data will be
available after the next migration run.
Turned off: This means logging of extended statistics was manually deactivated for the
migration object.
Settings for Legacy Data Transfer
Before go-live, you may want to transfer open balances and open postings from a legacy
system to your SAP S/4HANA Cloud system. To enable the migration cockpit to properly
transfer your legacy data, you must first enter the dates on which you want to complete all
preparatory activities for each company code in the Define Settings for Legacy Transfer app
BEFORE the actual data transfer using the relevant migration objects in the Migrate Your Data
app.
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Unit 7: Migrating Data to SAP S/4HANA Cloud, Public Edition
The date must allow for you to complete the following actions:
●
Complete all postings available up to this date in full in the source system
●
Reconcile and close the journals in the source system for the period
●
Extract source data and enter it into migration templates
●
Clean and convert data as needed
●
Validate the imported data against your legacy system
The date chosen is usually the end of a period (month, quarter, year) since this will fit into the
normal reconciliation cycle. Please note that the migration key date is also used as the
posting date when the legacy data is actually transferred to your SAP S/4HANA system.
How to transfer open balances and open postings to SAP S/4HANA Cloud before go-live
1. Enter dates you want to complete preparation activities for each company code in Define
Settings for Legacy Data Transfer app.
2. Use the relevant migration objects in the Migrate Your Data app to load the actual
balances and postings data.
Situation Handling for Data Migration
Data migration uses Situation Handling to automatically display a situation message when the
data migration is completed and results are available. As of SAP S/4HANA Cloud 2111,
Situation Handling delivers an automatically enabled situation type for the Situation
Template: Data Migration Complete (CA_DATA_MIGRATION_STEP_COMPLETED).
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Lesson: Migrating Legacy Data
Note:
Learn more about working with situation templates and types in the SAP Help
Portal
Migration Object Modeler
The SAP S/4HANA migration object modeler is an application that can be used to enhance
the migration objects that are used in the SAP S/4HANA Migration Cockpit. It is only possible
to enhance certain migration objects that are released by SAP. There is an SAP Note for each
migration object that details the structures and fields that can be enhanced for that specific
migration object. These SAP Notes can be accessed from the collective SAP Note 2999428.
Data Migration Resources
Data Migration Support Services
SAP Value Assurance: Data Migration Design Support
The SAP Value Assurance programs for SAP S/4HANA and SAP S/4HANA Cloud help ensure
your successful transition to a new digital platform. The Data Migration Design Support
service addresses customers and their partners that need to build or review their data
migration concept for their transition from on-premise SAP solutions to those based in the
cloud. SAP experts assess data migration requirements in detail and perform technical
analysis in the customer's SAP system. They lead the customer through discussions to
identify needs related to migration prerequisites, scope, responsibilities, objects, tools,
processes, and timelines.
Learn more about the SAP Value Assurance Data Migration Design Support
SAP Data Management and Landscape Transformation (SAP DMLT)
The SAP DMLT team offers a holistic approach for customers' data-related needs in a
Selective Data Transition implementation. You can connect remotely or onsite with the team
to fast-track your data migration and the move to SAP S/4HANA. The SAP DMLT team will
transform your data and system landscapes to support mergers, acquisitions, and
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Unit 7: Migrating Data to SAP S/4HANA Cloud, Public Edition
organizational restructuring, in addition to reviewing and consolidating system landscapes to
reduce the cost of operating distributed systems worldwide. The team will analyze and clean
incorrect data, and work with customers to unify and standardize financial and controlling
processes.
How to Change Your Language Settings in SAP S/4HANA Cloud
Check out the SAP Blog: Changing Your Language Settings in SAP S/4HANA Cloud, to learn
how to change the language within the settings for different browsers, or by adding the
language to the URL in SAP S/4HANA Cloud (fastest method). This helps you with data
migration if you need to download migration object templates in several different languages.
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Lesson: Migrating Legacy Data
SAP S/4HANA Migration Cockpit Resources
SAP Community
Find SAP Blogs and many different resources in the SAP Community: SAP S/4HANA
Migration Cockpit.
SAP Best Practices Explorer
Test script detailing the process: Data Migration to SAP S/4HANA from File (BH5)
●
●
Test script detailing the process: Data Migration to SAP S/4HANA from Staging (2Q2)
Deploy SAP S/4HANA Migration Cockpit in the Fully-Activated Appliance, SAP Cloud
Appliance Library (CAL)
There have been many requests from customers, partners, SAP employees, and prospects
for a test or demo system of the SAP S/4HANA Migration Cockpit. With CAL, you can create
your own private instance of the SAP S/4HANA Migration Cockpit to educate yourself in using
the tool, or to use for demo purposes.
●
●
Learn more in the SAP Blog SAP S/4HANA Fully Activated Appliance: Create your SAP S/
4HANA system in a fraction of the usual setup time
Access the SAP S/4HANA Migration Cockpit in SAP Cloud Appliance Library
General Implementation SAP Knowledge Base Article (KBA) Notes:
SAP Note 2538700 is the collective note covering migration content
●
●
SAP Note 2520291 helps you provide enough information for initial analysis of an issue
during implementation
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Unit 7: Migrating Data to SAP S/4HANA Cloud, Public Edition
●
●
SAP Note 2489730 shows how to find the related component when you have an issue with
a specific app
SAP Note 2706322 clarifies what constitutes a supportable incident as opposed to a
consulting inquiry for SAP Cloud Solutions
Support Channels
SAP S/4HANA Migration Cockpit - Tool Support
●
-
●
■
Tool handling issues
■
Tool related short dumps
■
Tool process issues (hanging jobs)
■
Messages of message class DMC_* (e.g. DMC_RT_MSG)
SAP S/4HANA Data Migration Content Development (Component: CA-GTF-MIG)
-
-
●
All tool related issues:
All mapping related issues on migration content:
■
Missing fields
■
Issues w/ conversion rule
■
Missing/Wrong documentation
■
Messages of message class CNV_DMC_SIN
Data Migration Status app
Data Migration API support (Component: API owning component)
-
All API related issues:
■
Short dumps
■
Missing fields
■
Missing messages
■
Missing functionality
■
All API related coding issues
■
Messages of neither tool nor content message classes
You may also contact the Migration Cockpit team directly:
SAP_S4HANA_Migration_Cockpit@sap.com
LESSON SUMMARY
You should now be able to:
●
●
●
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Review the capabilities of the SAP S/4HANA Migration Cockpit
Migrate data to SAP S/4HANA Cloud, public edition with the SAP S/4HANA Migration
Cockpit
Leverage resources for migrating data
© Copyright. All rights reserved.
Unit 7
Learning Assessment
1. What are the two options for transferring data to SAP S/4HANA Cloud?
Choose the correct answers.
X
A Data Migration to SAP S/4HANA from SAP (BH3)
X
B Data Migration to SAP S/4HANA from File (BH5)
X
C Data Migration to SAP S/4HANA from Staging (2Q2)
X
D Data Aging (1K8)
2. What preparation activities must you complete before transferring data using a separate
HANA staging database?
Choose the correct answers.
X
A Integrate the legacy database to your SAP S/4HANA target system
X
B Request activation of the Data Migration to SAP S/4HANA from File (BH5) scope
item with a ticket
X
C Request activation of the Data Migration to SAP S/4HANA from Staging (2Q2)
scope item with a ticket
X
D Deploy the SAP HANA DBaaS
X
E Integrate the legacy database to the staging database
3. Where can you find the Migration Object Template documentation?
Choose the correct answer.
X
A SAP Best Practices Explorer
X
B SAP Roadmap Viewer accelerator
X
C SAP Support Portal
X
D SAP Help Portal
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Unit 7: Learning Assessment
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UNIT 8
Testing Business Processes
Lesson 1
Testing Business Processes
225
UNIT OBJECTIVES
●
●
●
Understand the SAP S/4HANA Cloud, public edition test strategy
Review the functionality of the automated testing tool in SAP S/4HANA Cloud, Public
Edition
Manage your test processes by adapting standard automates or creating custom
automates
●
Assign test processes to a test plan and execute the test
●
Analyze results of post upgrade and customer-managed automated tests
●
Understand the test management functionality of SAP Cloud ALM
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Unit 8: Testing Business Processes
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© Copyright. All rights reserved.
Unit 8
Lesson 1
Testing Business Processes
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
●
●
Understand the SAP S/4HANA Cloud, public edition test strategy
Review the functionality of the automated testing tool in SAP S/4HANA Cloud, Public
Edition
Manage your test processes by adapting standard automates or creating custom
automates
●
Assign test processes to a test plan and execute the test
●
Analyze results of post upgrade and customer-managed automated tests
●
Understand the test management functionality of SAP Cloud ALM
Test Strategy
Test Objectives
There are three key elements, namely ‘Functionality Testing’,‘Roles & Authorization Testing’,
and ‘Sprint Cycle Test Planning’, each of which is explained in this interaction.
Click on each of the options to reveal an explanation.
Animation
For more information on this topic please view the animation in the lesson
Testing Business Processes in your online course.
Test Objectives
Functionality Testing focuses on ensuring that an application or business process works as
expected. After configuring the customer’s actual system, some business processes may be
slightly different than when they were demonstrated during the Fit-to-Standard workshops.
Functionality testing is important to determine that even with the customer-specific
configuration and extensions, the business process still accomplishes the necessary tasks.
Roles and Authorization Testing is done to ensure that critical information and applications
are only available to persons that require it. These tests are intended to confirm if the users
with specific roles are able to access the required apps on their Launchpad and data within
the apps, and the users with restricted permissions are not able to access such apps or data.
Because role authorization is related to security, Security and Authorization Testing may be
combined with these role tests or tested in a separate effort.
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Unit 8: Testing Business Processes
Sprint Cycle Test Planning is completed by the Project Lead, Test Lead, and Business Process
Experts to determine which business processes are available for User Acceptance Testing
during teach sprint. An end-to-end business process consists of a series of actions, often
covering multiple lines of business, to accomplish business tasks. Due to the data required to
begin a business process, or the data generated from the process, there is an order to which
the processes should be configured and tested. The Availability and dependencies of scope
items accelerator in SAP Best Practices Explorer is a valuable resource to determine this
order and plan sprints accordingly.
Testing Mapped to the SAP Activate Roadmap Phases
Tests are conducted at various stages of the implementation project, with different purposes
and objectives. Select the numbers 1, 2, and 3 below to learn more about Implementation
Tests, End User Acceptance Tests, and Regression Tests.
Animation
For more information on this topic please view the animation in the lesson
Testing Business Processes in your online course.
Testing Mapped to the SAP Activate Roadmap
Tests are conducted at various stages of the implementation project, with different purposes
and objectives. Three important test types are:
226
Test Type
SAP Activate Phase
Activity
Implementation
Realize
Configuration experts test
configured business
processes to validate
business process
functionality and data
accuracy.
End User Acceptance
Realize
Customer experts test the
configured processes to
validate business process
functionality and confirm
requirements have been
resolved.
Regression
Run
Customer experts use the
Automated Testing Tool to
test business processes after
software and content
upgrades are applied to the
Test system.
© Copyright. All rights reserved.
Lesson: Testing Business Processes
Roles and Responsibilities for Testing
Click each role below to reveal the description and responsibility.
Animation
For more information on this topic please view the animation in the lesson
Testing Business Processes in your online course.
Roles and Responsibilities for Testing
Role
Description
Business Process Expert
Specialized knowledge in one or more lines of
business. We suggest using a (P) and (C) to
indicate whether the Business Process Expert role is being filled by a member of the
Partner consultant team (P) or the customer
project team (C).
Integration Expert
Expertise in technical system areas, such as
interfaces to other systems, communication
arrangements, SAP Integration Suite, etc.
They may support integrations between external systems and various lines of business
in SAP S/4HANA Cloud.
Test Lead
Leads the test planning and test execution
during the project by organizing the testing
team and ensuring the testing scenarios and
variants are defined before each weekly
sprint begins. Also adds re-testing and regression tests as necessary. This role should
be filled by a customer with expertise in test
management and an understanding of their
most business-critical processes.
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227
Unit 8: Testing Business Processes
Role
Description
Project Lead
Ensures the test plan and outcomes are reviewed in the weekly or daily project status
calls. Also ensures required sign-offs are provided by the Test Lead and Key Users for
User Acceptance Tests. This role should be
filled by a customer with expertise in project
management.
Key User
A customer project team member with expertise in administration tasks for the business. The Key User works with the system on
a daily basis and therefore has more in-depth
knowledge of the functionality (and permission) than a typical end user. A Key User for
each line of business should be selected for
specific tests related to those areas.
End Users
Business users of the SAP S/4HANA Cloud
system.
Formal vs. Informal Testing
Informal testing is not recorded or eligible for sign-off. This is often the case where test
variants are likely to be so numerous that logging each would add an excessive amount of
time to the task. Unit and string tests are examples of informal tests.
Formal testing refers to tests that require formal documentation of their completion status in
SAP Cloud ALM. Business process tests, systems integration tests, and user acceptance
tests are examples of formal tests.
Test Types
There are several different types of tests that must be completed by different roles.
228
Test Type
Formal / Informal
Role(s) Responsible
Purpose
Unit Tests
Informal
Business Process
Experts (P),
Integration Experts
To isolate and test a
single piece of
functionality. For
example, a single
application, report, or
interface action.
String Tests
Informal
Business Process
Experts (P), Solution
Architects
To test the
functionality of
multiple unit tests,
completed one after
the other to form a
string. For example, a
string test could be
done to check the
flow of data from one
© Copyright. All rights reserved.
Lesson: Testing Business Processes
Test Type
Formal / Informal
Role(s) Responsible
Purpose
application to
another.
Business Process
Tests
Formal
Business Process
Experts (P or C), Key
Users
To test the
functionality of an
end-to-end process
flow with multiple
units or strings within
a single system. This
may cover an entire
scope item or extend
beyond a single
scope item.
System Integration
Tests
Formal
Integration Experts,
Solution Architects
To test the
functionality of a
business process that
includes interfaced
data to or from other
systems. This
ensures data can be
imported, exported,
or reported on asneeded in the SAP S/
4HANA Cloud or
interfaced system.
User Acceptance
Tests
Formal
Key Users, End Users To test the
functionality and
roles and
authorizations of
end-to-end process
flows that may or
may not include
integrated systems.
These tests should
follow a prepared
scrip to ensure the
system functions as
expected by
customer experts
after configuration,
data migration, and
integration activities
have been
completed.
Data Migration Tests
Formal
Business Process
Experts (C), Key
Users
© Copyright. All rights reserved.
To verify data
migrated to SAP S/
4HANA Cloud is
available for the
correct business
users. These tests
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Unit 8: Testing Business Processes
Test Type
Formal / Informal
Role(s) Responsible
Purpose
should give a final
idea of any data
cleansing, load times,
or other issues to be
anticipated for
cutover.
230
Business Acceptance Formal
Tests
Key Users, End Users To confirm entire
business units agree
on the final solution
and inform the
Go/No Go decision
on moving to the
Deploy phase. These
are completed only
after all Business
Process, System
Integration, User
Acceptance, and
Data Migration tests
have been accepted.
Regression Tests
Key Users and End
Users of areas
affected by the
release
Formal
To confirm
functionality affected
by the release is
performing as
expected after the
release occurs. These
tests are still
considered unit,
string, and user
acceptance tests, but
are classified as
Regression tests
when the repeated
test result is tracked.
© Copyright. All rights reserved.
Lesson: Testing Business Processes
Testing Activities after Go-Live
After a customer is live, a release upgrade or activation of new business processes makes it
necessary to test the processes again to validate their functionality. Activating scope for a
new country will require the type of unit, string, business process, integration tests and others
that were completed in the Realize phase during implementation. All other testing triggered
by changes to the system is considered regression testing since it requires a re-test of
functionality or roles and authorization tests that were already passed. Regression testing can
be completed much faster with the Test Automation Tool for SAP S/4HANA Cloud.
There are two primary types of tests managed by the Test Automation Tool and a third
manual test:
Test
Description
Post-Upgrade Testing (Automated)
A customer may grant SAP permission to
carry out Post-Upgrade Testing (PUTs) on
their behalf using the Test Automation Tool.
If permission is granted and the prerequisites
are completed, SAP will automatically
execute post upgrade test scripts in the
customer's Test system and the customer
can review the completed test results to
address any issues. PUTs are typically unit or
string tests, but do not typically cover entire
business processes.
Customer Testing (Automated)
A customer can use the Test Automation
Tool to run automated scripts that align with
the SAP Best Practice business processes. If
a customer-specific configuration prevents
the usage of the standard test process, the
customer can make a copy of the existing
process and customize it. Customers can
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231
Unit 8: Testing Business Processes
Test
Description
also create entirely custom business
processes from scratch with the tool.
Regression Testing (Manual)
If a predefined automated test script is not
available or viable, customers can use SAP
Cloud ALM Test Management to build and
track completion of manual test cases.
The Automated Testing Tool
Test Automation Tool for SAP S/4HANA Cloud
The Test Automation Tool is integral part of SAP S/4HANA Cloud. With preconfigured test
scripts you can automate your business process tests. In addition, you can change existing or
create new test cases via a recording functionality. In addition, improved regression testing is
supported by SAP delivered test automats on app level.
Click on each of the five headings in the graphic below to find out how the Test Automation
Tool uses preconfigured test scripts to automate business process tests as an integral part of
SAP S/4HANA Cloud.
Animation
For more information on this topic please view the animation in the lesson
Testing Business Processes in your online course.
Test Automation Tool for SAP S/4HANA Cloud
The Test Automation Tool is integral part of SAP S/4HANA Cloud. With preconfigured test
scripts you can automate your business process tests. In addition, you can change existing or
create new test cases via a recording functionality. In addition, improved regression testing is
supported by SAP delivered test automats on app level.
232
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Lesson: Testing Business Processes
Stay lifecycle enabled with customer specific test processes
To reduce the efforts for regression testing, use test automation wherever possible. Ensure
that you stick to the following recommendations to stay as far as possible lifecycle enabled:
●
Stick to standard test automats wherever applicable.
●
Leverage data variants, instead of changing the standard test automats.
●
●
●
To use customer specific master data for testing, do not change the standard test process
in the Manage Your Test Processes app. Exchange master data via data variants at test
plan level in Test Your Processes app. Upload and download feature is available.
Change only deviated process steps (for example, if extension/customization is made to
business process flow).
If a deviation from a standard process is needed, copy standard processes and change
only the deviated steps (or add custom steps, or delete steps). All other process steps will
stay standard and will be updated during upgrades by SAP.
Test Execution Engine on Business Technology Platform
When a test is performed in the Test Your Processes application, a Test Execution Service
performs actions in a simulated user interface on behalf of your test user. The Test Execution
Service runs on Business Technology Platform. The first step in the communication between
the Test Execution Service and the simulated user interface of S/4HANA Cloud is to
authenticate the test user through the identity provider.
The test plan covers:
●
Information on the business app(s) to be performed
●
Information on your actual tenant configuration
●
The business data to be used for each screen/dialog step
The Test Execution Service:
●
●
●
Inserts the data into the simulated browser window for each screen of the business app(s)
and triggers.
Filled screens are sent to the S/4HANA Cloud frontend.
Records log entries (screen shots and processing status) for each dialog step of the
business app(s) and sends to the Test Your Processes App.
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Unit 8: Testing Business Processes
Manage Your Test Processes
Manage Your Test Processes App
With the Manage Your Test Processes app, you can create and manage test processes that
represent the business processes in an organization. A test process, or multiple processes
must be added to a test plan in the app, Test Your Processes to execute the actual test in the
system. The implementation team works with customers to build test plans with the standard
test processes, and modify test processes to align with any extensions or customizations
made based on the Fit to Standard workshops. The test processes available in the Manage
Your Test Processes app are based on the scope enabled in your system, as each test
process automate aligns directly with a business process (scope item) active in your system.
The test process automates are essentially automated versions of the test scripts you find in
SAP Best Practices Explorer to manually test the business processes in the S/4HANA Cloud
system.
Note:
Example: If you define with the custom business logic BADI (business add-in) that
managers are required to approve time sheets submitted by internal employees
(by default, this is only required for contingent workers, not internal employees),
then the standard test automate for Time Recording (1Q4) must be edited to align
with the customized process in the S/4HANA Cloud system. You can copy the
existing Time Recording (1Q4) standard automate to make a custom process,
then record the additional actions in the custom process. You should also
download the editable Process flow (BPMN2 version) from SAP Best Practices
Explorer for the Time Recording (1Q4) scope item and use an editor that supports
editing BPMN2 files to add the additional required manager approval step to the
process flow. This is important because customers should have documentation of
any customized process flow that deviates from the standard process flow listed
in Best Practices Explorer.
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Lesson: Testing Business Processes
Test Process Types
A test process is comprised of one or more steps and typically maps to an SAP Best Practices
process. A process step is a series of actions or keystrokes to accomplish a business task
within the larger test process. For example, creating a purchase order is a test process step
within a larger test process. Because SAP defined the keystrokes to create a purchase order,
this is a standard test process step. If you record your own keystrokes for a particular step, it
would be a custom process step.
We refer to test processes as test automates in the SAP S/4HANA Cloud Test Automation
Tool, because each process is essentially an automated version of the test script you could
use to manually test the business process.There are three types of test processes /
automates:
●
●
●
Standard test automates / process: Standard test automates / processes are created and
delivered by SAP as per SAP Best Practice processes. Users can view standard automates
based on active scope items in their Q-System. Note, that you can't edit or delete a
standard test automate / process.
Custom test automate / process: Custom test process are created by users either copying
from Standard process or by creating a new one according to your business needs.
Post Upgrade Test automate / process: Post Upgrade tests are created by SAP and the
focus of these automates is to test the key functionality of applications based on active
scope in Q-system after upgrade. Post upgrade tests are performed by SAP based on
customer consent.
Use Cases for the Manage Your Test Processes Application
If you have not changed a business process from the standard process flow, you can
search for the corresponding standard test process automate in the Manage Your Test
Processes app and change the test data to align with your organizational data. Then you
can use the Test Your Processes app to assign the process to a test plan and execute the
plan.
●
●
●
●
If you have made edits to the standard process flow (for example, custom fields/custom
logic), you can copy the standard test process automate in the Manage Your Test
Processes app to edit the steps (for example, delete, add new, and so on). You will also
need to define the test data to align with your organizational data. Then you can use the
Test Your Processes app to assign the process to a test plan and execute the plan.
If you want to test some, but not all, of the steps from one business process, and some
from another process, you can create a new test process in the Manage Your Test
Processes app and manually add empty steps. You can then select the empty step and use
the search options to find the standard automates you want to pull steps from to create
your custom process. You will also need to define the test data to align with your
organizational data. Then you can use the Test Your Processes app to assign the process
to a test plan and execute the plan.
If you find that none of the standard test automates meet your requirements, you can
create a new test process and add test process steps by recording the actions (such as
recording your keystrokes) in the applications directly. The functionality to "record"
keystrokes is available in the Manage Your Test Processes application.
Create a Test Process
Try it out
Learn how to create and edit a test process.
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Unit 8: Testing Business Processes
Simulation
For more information on this topic please view the simulation in the lesson
Testing Business Processes in your online course.
Create a Test Process
The test process created by user is called a Custom test process.
You can create a custom test process in three ways:
●
By copying standard/custom test process
●
By creating a new test process
●
By uploading a (downloaded) test process.
Copy Test Process
1. To create a custom test process by copying a standard/custom test process, open the
test process.
2. Choose Copy.
Create New Test Process
1. Choose Create or upload test process.
2. Choose Create test process.
3. Enter test process name.
4. Optional: Select test relevant scope name from the scope items available in drop-down
list.
If you are creating a custom test process which is related to a standard test process (or scope
item), you can give the name of scope item in this field.
The test process is created and has no data. To add process steps to the test process, refer to
the Editing Test Process and Recording and Adding Actions to Process Step.
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Lesson: Testing Business Processes
Upload a (downloaded) Test Processes
1. Choose Create or upload test process.
2. Choose Upload test process.
3. Browse the xml file and choose Submit.
4. The test process gets uploaded and has all the process steps.
Edit a Test Process
You can make following changes to a custom test process after creating it:
●
Change Process Name
●
Add Application Area
●
Change Business Role
●
Verify Release Compatibility
●
Add process steps
●
Delete process steps
Procedure to edit a custom process:
1. Select the test process from the list to edit.
2. Choose Edit.
3. Enter Process Name.
4. Optional: Select correct Application Area only if you are sure about it.
5. Under Business Role column, enter the required role name.
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Unit 8: Testing Business Processes
Note:
You can change the Business Role for a required custom process step. One or
more process steps in a test process might require specific business roles for
execution. To execute the test process in test plan in app Test Your Processes,
test-user must have all the required roles maintained in the process steps.
For example, if a test process includes two test steps: one step requires the
SAP_BR_PURCHASING_MANAGER role and another test step requires the
SAP_BR_WAREHOUSE_CLERK role. Then you need to change the business
roles to the required roles. You can see entire list of business roles in
Customer Admin Guide attached in SAP Note 2129147.
All the business roles must have their destinations maintained in Business
Technology Platform (SCP). If you are using a new business role, you need to
create a destination in SCP.
6. Under Release Compatibility column, click if you want to verify the compatibility of any test
process step to the new release or upgrade of application. This is because the applications
for which the process steps are available might undergo minor or major changes in later
release. In such cases, a user can check for the release compatibility of process steps and
can mark it verified after verifying its release compatibility.
Note:
The Release Compatibility option is just a proposal and is optional.
7. Select the test process step to open and choose Edit to edit it.
8. To edit a standard process step, first convert it to custom process step by choosing
Convert namespace.
9. The test process step becomes custom. It contains recorded actions of the original
standard process. You can edit the actions by choosing Edit.
10. Choose Add above or Add below to add a new custom step to the process.
11. Optional: You can select a test process step from all available process steps (both
standard and custom).
12. Choose Delete to remove steps that you don't need.
13. The test process must contain at least one process step. You cannot delete all steps.
14. Choose Save.
Record and Add Actions to a Process Step
Try it out
Learn how to record and add actions to a test process step.
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Lesson: Testing Business Processes
Simulation
For more information on this topic please view the simulation in the lesson
Testing Business Processes in your online course.
Record and Add Actions to a Process Step
You can record your keystrokes for any blank process step. Each process step in a test
process corresponds to a business application on the Fiori Launchpad. To create a process
step, record the actions on the corresponding application.
Procedure to Record and Add Actions to a Process Step
1. Select the process step.
2. Choose Edit.
3. For a new process step, choose Open Recording.
4. Select Application Name of the business application by choosing and then choose Submit.
The selected application opens in a new tab where you can perform recording of your
keystrokes.
5. To start recording, choose Record on the previous tab. A Recording Panel appears on the
application tab.
6. Perform your actions on screen while the recording is on.
Note:
Choose Read in the recording panel to capture an input value or message
generated from the application screen. The text is stored in a variable or
export parameter that is used later for Data Binding. If you read an Input action
or Message action during recording, the action changes to Read in the action
list. The text of the Input or Message becomes the variable name by default.
You can change the variable name manually when required.
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Unit 8: Testing Business Processes
Note:
Choose Check in the recording panel to capture values, error messages, or
labels that are static on the screen. The value or text that you check using the
Recording Panel is expected during test execution (in Test Your Processes
app). Any change in the text might result in test failure.
7. Choose Stop from the Recording Panel. The application tab will close.
8. You can edit recorded actions.
9. ChooseSave to save your actions. The recorded actions will be added to the test process
step.
Edit a Process Step
You can edit the recorded actions of a custom process step or record actions on application.
Every action in a process step has Action No., Optional, Action Type, Label, Value, Data
Binding, and Technical Details. With the Edit option at process step level, you can add actions
and edit Label, Value, Data Binding, and Technical Details columns.
Procedure to Edit a Process Step
1. Choose Edit to edit the actions.
2. Add Action: To add an action manually, select a specific action and choose Add Action to
add keyboard action.
3. Choose Add below or Add above to add an action below or above the selected action.
4. Select Action Key from drop-down list. You can enter Element Label.
5. Click Submit.
6. Add below/Add above: To add a new action by recording, choose Add below or Add above.
The application will launch in a separate window and recording starts.
7. Optional: Switch to YES to make an action optional. If the action marked as Optional fails
during execution, the test run continues for succeeding actions in a test process step. If
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Lesson: Testing Business Processes
the action not marked as Optional fails during execution, the test run terminates at that
action and all succeeding actions remain untested.
8. Label: Under the Label column, you can change label as per your need.
9. Value: Under the Value column, you can change value as per your need. You can change
values for editable action types. For example, Input) either manually or by selecting value
(System Variable or Input Help) for standard process steps.
10. System Variables include the formulas of the input values. These formulas are calculated
during execution of test plan. For example, if you want to assign current date in any field
during execution, you can use variable $TODAY[]. You must select right combination of
data.
11. Input Help includes standard values (delivered by SAP) for actions. It is only available for a
copy of standard test process step. Select System Variables option if you want to assign
any formula for the value of action. Select Input Help option if you want to use standard
value for the action.
12. Data Binding: Under the Data Binding column, you can rename an existing data binding
variable or parameter or you can select a new one. You can also create a data binding
variable manually. A data binding variable or parameter is required to bind the data from
any previous action. The variable is either created using the Read option in the Recording
Panel while recording, or by creating it manually while editing actions. The value or
message that you read is stored in a variable. In the Data Binding process, there is a
source and a destination. The Read action is always a source for data binding. Data
Binding can be done in two ways:
●
Data binding within test process step: Select the action to which you want to bind the
data. Enter the name of variable for data binding that is present in Read action. The
syntax is: SequenceNo.ofPreviousStep-BindingParameter.
Note:
If you create any variable through Read, it is not available on for the same
test process step.
●
Data binding with previous test process step: Select the action, choose, and select the
test process step from which you want to bind. Then select the variable name. The
syntax is: SequenceNo.ofPreviousStep-SequenceNo.ofPreviousProcessBindingParameter.
Note:
If you create any variable through Read, it is available for subsequent steps.
13. Edit Details: Choose Edit Details to edit technical details of the action.
Note:
Editing technical details is not recommended to functional users. Any
discrepancy in the details might cause failure during execution. These details
are used to safeguard testing.
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Unit 8: Testing Business Processes
14. ID: You can edit the technical ID of the UI element. Please be careful while changing the ID
as the change in ID of UI element might cause failure during execution. If you are a
technical user, you can change the ID .
15. Formula Name: You can also edit the formula applied for the action. This option is used
when you want to provide a formula. For example, if you want to introduce extra waiting
time before performing an action, corresponding formula can be provided.
16. Choose Save to save the changes in actions.
Features of Manage Your Test Processes App
Try it out
Learn how to use the Manage Your Test Processes app in SAP S/4HANA Cloud.
Simulation
For more information on this topic please view the simulation in the lesson
Testing Business Processes in your online course.
Test Your Processes
Test Your Processes App
With the Test Your Processes app, you can view Post Upgrade test plans; and create, manage,
and execute Customer test plans. The app (SAP S/4HANA Cloud- Test Automation Tool)
enables the user to automate end to end business process testing in a faster and easier way.
Automated testing not only validates your S/4HANA business processes, but also reduces
effort in manual testing by using the Standard test processes delivered by SAP. You can reuse Standard test processes by providing custom test data for testing. Use this app to create
and maintain automated test plans and to view post upgrade test plans for current release.
Test Your Processes Key Terms:
Test Plan: A test plan represents an end-to-end business scenario. Test Plan is a set of one
or more Standard/Custom test processes.
●
●
●
●
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Test Process: A test process represents a business process and is a set of one or more
process steps.
Process Step: A process step is a series of actions.
Action: An action is a user action performed on the application for the test. Some
examples of actions include: Input, Click, Select, and Search.
© Copyright. All rights reserved.
Lesson: Testing Business Processes
Use the Test Your Processes App
Try it out
Learn how to use the Test Your Processes app.
Simulation
For more information on this topic please view the simulation in the lesson
Testing Business Processes in your online course.
Maintain a Test User
You must create a test user for testing the applications with the Automated Testing Tool. If a
test user is not maintained, the test execution may remain in the In Process status
indefinitely, or throw an error stating the test plan cannot be submitted for execution. You
must have also the business role SAP_BR_ADMIN_TEST_AUTOMATION or
SAP_BR_BPC_EXPERT assigned to your user.
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Unit 8: Testing Business Processes
Procedure to maintain a test user:
1. Access the Test Your Processes application.
2. Choose Manage User to maintain a test user.
3. Choose Add User to add a new test user. The user should have all necessary authorization
to launch and work with business applications.
4. Enter values for the following fields:
●
Role: To use the generic test user, the value should be DEFAULT. You can also define
the name of a business role from the best practice process. It is mandatory to have the
DEFAULT test user.
●
User Name: Actual test user name of the SAP S/4HANA quality system.
●
Description: Description of the test user.
●
Password: Password of the test user.
●
URL: URL of the SAP S/4HANA Cloud quality system.
5. Choose OK . The test user will now be visible in the Test User table.
6. Save your changes.
Working with Post-Upgrade Tests
You can view Post Upgrade test plans and results, copy test plan, and download & print test
plan summary. Customers need to provide consent to perform the Post Upgrade Test by
choosing the Consent for Post Upgrade Testing button in the Test Your Process app
(displayed as a shield icon located at the bottom of the Post Upgrade Tests section of the
screen). Test cases are selected based on active business processes (active scope) in the
system, availability of data, and the apps which are already covered for this test. All the test
plans created as part of the post upgrade test, are system generated test plans, and are
executed only once by SAP. The data needed to run those test plans are read automatically in
the Quality-System. The result of those test plans can be viewed in the Test Your Process app
by choosing the Post-Upgrade Tests tab. These test plans can be copied by the end user and
be executed further, if required.
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Lesson: Testing Business Processes
Procedure to work with post upgrade test plans:
1. Choose Post Upgrade Tests. All post upgrade tests appear in the list. The test plans can
have one of five statuses:
●
●
●
●
●
Not Executable - A test plan is marked as Not Executable status when the required test
data could not be read from customer's quality tenant. To resolve this, the customer
must copy the test plan to a custom test plan and maintain valid test data to execute
the test.
In Process - A test plan is marked as In Process when the test plan is being executed.,
Customers can stop the execution by choosing button Stop Test.
Failed - A test plan is marked as Failed when there is some issue during execution.
Success - A test plan is marked as Success when all the required test conditions are
executed successfully.
Canceled - A test plan is marked as Canceled when a user manually cancels a test plan
which was getting executed.
2. Choose Consent for Post-Upgrade Test to review and provide Consent for creating
automated test in your system after Upgrade. By selecting Confirm, you agree that SAP
may perform post-upgrade test executions in your quality system for subsequent
releases. As part of post-upgrade testing, SAP will create and execute test plans. The test
results will be made available in a customer dashboard app. During this process,
transactional data will be created from the existing Customizing and master data in the
quality system.
3. Choose View Settings to sort, filter, or group test plans.
4. Choose Copy to copy the test plan.
5. Choose Delete to delete the test plan. The delete option is not available for an In Process
test plan.
6. Choose Download to download test plan execution summary. The download option is not
available for Not Executable test plans.
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Unit 8: Testing Business Processes
7. Choose Print to print test plan last execution summary. The print option is not available for
Not Executable test plans.
Creating and Editing a Test Plan
Create a test plan to test end-to-end business scenarios. A test plan can include one or more
test processes, each representing a business process. Please select the test processes for
test plan in the proper sequence carefully because the sequence cannot be changed later in
test plan. Also, the test processes are executed in the sequence you select them.
You can create a test plan in two ways:
1. Create a new test plan.
2. Copy from an existing test plan.
Create a New Test Plan
1. Choose (at bottom-left) to create a new test plan.
2. Enter a Test Plan Name.
3. Select the test processes from the list in the order of which test process you want to be
executed first, second, third, etc. After you assign test processes to the test plan, you can
add/remove/change the order of the test processes.
4. Choose Save. A new test plan is created and displayed.
Copy an Existing Test Plan
1. Select the test plan to copy.
2. Choose Copy to copy the test plan.
3. Enter a Test Plan Name. If you would like to copy the variants of the original test plan to
the new one, check the Copy All Variants option.
4. Choose Save.
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Lesson: Testing Business Processes
Note:
You can only add test processes to a test plan that are visible in the Test Your
Process App. If you want to create a new test process, or change the visibility,
navigate to the Manage Your Test Processes application.
You can edit a test plan by changing the name or adding/deleting test processes. Please note:
You cannot add or delete test processes when data binding exists between two or more test
processes. If you try adding or removing test process that have these dependencies, an error
message will display. If data binding exists between all the test processes on the test plan, a
new test process can only be added at the end so there is no effect on the data binding in any
of the other test processes. You also cannot add or remove test processes from test plans
once they have been executed.
Procedure to edit a test plan:
1. Choose Edit.
2. Change Test Plan Name.
3. To add one or more test process to test plan, perform following steps:
●
Select a test process above or below which you want to add test process.
●
Choose the "+" icon to add test a process.
●
Choose Add above or Add below to add above or below the selected test process
respectively.
4. To delete one or more test process from the test plan, perform the following steps:
●
●
Select a test process to delete.
Choose the "trash" icon. You cannot delete all test processes from a test plan. There
must be at least one test process in the test plan.
5. Click Save.
Manage Test Data Variants
You can change Value and Data Binding variants in a Test Plan by creating data variants in the
Variants Tab. A Data Variant is a combination of set of the data actions in test process step. A
test plan can have one or more data variants. You can choose data variants using Execute with
variant option before execution.
Data Binding in Actions
In a test plan, you can bind editable action data from any previous step within a test process
or with any previous test process through data variant (storing action values). You can
perform data binding only in the process step using a data variant.
Data Binding is a feature that establishes a connection between editable action data (source)
in one test process step to editable action data (target) in another process step. If the source
data changes, the target data is automatically updated. The source for data binding is
the Read action type and the target is any editable action data such as Input, Message, and
many more.
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Unit 8: Testing Business Processes
Procedure to manage test data variants:
1. Click on Variants tab at Test Plan level.
2. Create data variant: Choose the "+" icon to create a new data variant for the test plan.
3. Enter Variant Name.
4. Enter Variant Description.
5. Enter the values in editable action of the test process steps. System Variables are built-in
functions of the values. The value of the function is calculated during execution of test
plan. For example, if you want to assign current date as test data during execution, you
can use variable $TODAY or $TODAY[#dd.mm.yyyy].
6. Click Save to save the test data variant.
7. Edit Data Variant: Select the line item from the Variants table and choose Edit. With this
option, you can change Value and Data Binding.
8. Edit Value column: Under the Value column, you can select System Variables. You can
also enter the values.
9. Edit Data Binding column: You can select data binding variables under the Data Binding
column.
10. Copy Data Variants: Select a data variant and copy the data variant. Using the Copy
option, you can copy any data variant to a new one.
11. Delete Data Variant: Choose the "trash" icon to delete the selected data variant
permanently.
12. Download Data Variant: Choose the "download" icon to download the selected data
variant as an excel file. The data variant excel file will be downloaded to your local
computer.
13. Upload Data Variant: Choose the "upload" icon to upload the data variant into the test
plan. The data variant excel file must be compatible to the test plan variant.
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Lesson: Testing Business Processes
Executing a Test Plan
Execute the test plan to run all individual test processes within the plan. The test results are
displayed on completion of execution.
To execute a test plan, perform following steps:
1. Open a test plan.
2. Click Execute or Re-Execute to execute test plan for first time.
3. Optional: Choose Refresh to refresh the test results.
To execute a test process in a test plan, perform following steps:
1. Select a test process in the test plan.
2. Choose Execute.
3. Optional: Go back to the test plan details screen and click Refresh to refresh the test
results.
When a test plan starts undergoes execution, the statuses of test plan, test processes, and
process steps change as the execution proceeds.
Before test execution
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Test Plan Status: Untested
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Test Process Status: Untested
●
Test Process Progress: 0%
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Process Step Status: Untested
During test execution
●
Test Plan Status: In Process
●
Test Process Status: In Process, Success, Failed, Untested
●
Test Process Progress: 0%
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Unit 8: Testing Business Processes
●
Process Step Status: In Process, Success, Failed, Untested
After execution
●
Test Plan Status: Success or Failed
●
Test Process Status: Success, Failed
●
Test Process Progress: 50% (for half execution), 100% (for complete execution)
●
Process Step Status: Success, Failed, Canceled
Note:
Execution can be done any number of times. The time taken for complete
execution depends on the number of test processes in the queue in the backend.
Even if you do not select Refresh, the test results get auto-refreshed at the
backend and get loaded on the screen to make sure the status and progress of
test results is regularly being updated.
Checking Test Execution Results
You can check the text execution results by viewing the Status of your test plan. After
completing execution, the test plan Status becomes either Success or Failed. The execution
of a test plan occurs in two ways:
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●
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Dependent execution of test processes: If there's data binding between two or more test
processes in a test plan and if the source test process becomes Failed, then the
destination test process status does not execute. Subsequently, destination test process
status becomes Failed and process steps statuses become Canceled, as it is dependent on
the source test process.
Independent execution of test processes: If there's no data binding between two or more
test processes in a test plan and if source test process status becomes Failed, then the
destination test process will execute independently and its status becomes Success if it
passes.
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Lesson: Testing Business Processes
Why does a test plan fail?
One or more failed actions in a process step leads to a failed test process, and ultimately, a
failed test plan. Failed actions are followed by Canceled actions because they are not
executed.
How can you identify errors in a failed action of a failed process step?
If a test plan fails, we recommend checking the Logs and Screenshots of the failed process
step.
Procedure to check test execution results:
1. Open the failed test process and select the failed process step. The process step will open,
and you will see all the actions with the Action ID, Action Type, Label, Value, Data Binding,
Status of Last Run and Screenshot of Last Run.
2. Select the Failed action. The failed action is followed by the Canceled actions.
3. Choose Logs. You can view and print screenshots and a Detailed Action Log of all the
actions. The screenshot of the Failed action can help you identify the actual error that
caused failure of test process step.
Correcting Errors and Executing/Resuming Failed Test Plans
If the error is because of system failure, you must fix the system configuration issue. If there is
a recording issue, re-record the action. After identifying the issue and correcting it, you can
re-execute or resume the failed test plan.
Procedure to resume a failed test plan:
●
Choose Execute at the test plan level to re-execute the test plan.
●
Choose Execute at the test process level to re-execute a failed test process.
●
Choose Resume at the action level to resume execution from a failed action.
Analyze Automated Test Results
Analyze Automated Test Results Application
The Analyze Automated Test Results app enables you to view the Post Upgrade and
Customer test results with visual cards. You can also share the dashboard link via e-mail or
save as tile.
Test Results Cards:
Processes (Executed): Displays the Total number of Processes executed. The card
displays a bar chart which is based on the Process type available in the Customer system.
●
●
●
Test Execution Status (Post-Upgrade Test Plans): Total number of Post Upgrade Test
plans executed. The card displays the doughnut chart which is based on the status of the
Test Plans executed for Post Upgrade Tests.
Test Execution Status (Customer Test Plans): Total number of Customer Test Plans
executed. The card displays the doughnut chart which is based on the status of the Test
Plans executed by the customer.
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Unit 8: Testing Business Processes
Display Test Results
Filters available on the Display Results screen include:
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●
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Test Plan Name: Filters results displayed based on the Test Plan Name.
Test Plan Type: Filters results based on who created the test plan. "Post Upgrade Test"
plans are created by SAP and "Customer Test" plans are custom test plans created by the
customer.
Release: Filter results based on the quarterly release.
Application Area: Filter the results based on the Application Area maintained in the test
plan.
●
Status: Filter the results based on the Status of execution of the Test Plan.
●
Process Step Type: Filter the results based on Process Step type the test plan contains.
●
Last Run On: Date range to search for test results.
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Lesson: Testing Business Processes
Review Test Plan Status
Test plan status can include:
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Success: All actions in the process steps are executed successfully.
●
Failed: One of the test actions failed, which causes failure of all following actions.
●
In Process: Test plan execution is ongoing.
●
Canceled: Test plan execution was stopped by the user manually.
●
Untested: Test plan has not been submitted for execution.
●
Not Executable: Data required for the automates to successfully execute is not available in
the system (specific to post upgrade tests).
Try it out
Learn how to use the Test Automation Tool to automate business process testing in SAP S/
4HANA Cloud.
Simulation
For more information on this topic please view the simulation in the lesson
Testing Business Processes in your online course.
Test Management with SAP Cloud ALM
SAP Cloud ALM for Implementation Test Management
The Test Management features of SAP Cloud ALM are grouped under the SAP Cloud ALM for
Implementation capabilities. They enable consultants and customer project team members
to prepare and execute tests based on SAP content for both automated and manual testing.
Instead of documenting test efforts in a spreadsheet, we recommend using the Test
Preparation, Test Execution, and Defects apps in SAP Cloud ALM to document completion of
the required formal tests.
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Test Case Preparation & Execution
Steps to prepare and execute business process tests:
Test Case Preparation Step
Testing experts prepare test cases.
Tasks
1. Create new test cases.
2. Define the structure and scope of test
cases.
3. Build and edit the content of test cases.
Testing experts manage and monitor the
progress of test preparation.
1. Access information about test cases.
2. Release test cases and process flows for
test execution.
Test Case Execution Step
Tasks
Testers execute test runs.
Execute test runs, assign statuses, and enter
comments based on results.
Testing experts monitor the progress and
results of test execution.
1. View the test progress.
2. View a history of executed test runs and
performed actions.
3. View the results of the current or last
closed test run.
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SAP Cloud ALM Internet Demo System
Get a hands-on experience with SAP Cloud ALM in a public system with pre-loaded data at no
cost. Demo users are provided to enable you to instantly log into the system at any time.
Multiple users can be logged into the system with the same user credentials, but you will not
be able to overwrite each other. For example, if two users logged in with the same credentials
try to create a test case at the same time, only one user will be able to create the test plan,
and the other will see a message that a test plan is already open in another session.
Note:
Access the SAP Cloud ALM Internet Demo System.
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Figure 6: Test Preparation App
Test Execution App
Testers use the Test Execution app to run automated tests in the Test Automation Tool in
SAP S/4HANA Cloud or execute manual test runs by carrying out the test activities, assigning
statuses, and entering comments based on the results. Testers can also create defects and
assign defects to test runs and test actions.
Testing experts use the Test Execution app to monitor the progress and results of test
execution by viewing test progress and results, viewing a history of all executed test runs and
the performed actions in the test runs.
Defects App
In the Defects app, you assign test cases to defects if problems were discovered during
testing that need to be resolved. After a defect is documented, it should be assigned to a
team, role, or processor. The processor is notified about their defect assignment and can
analyze and correct the defect. Once the defect has been corrected, the processor changes
the defect status to Retest Required and assigns it to the original reporter of the defect. The
reporter is notified and can retest the case via the Test Execution app. If the retest is
successful, the defect status can be set to Closed.
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Note:
Learn more about Test Management in the SAP Cloud ALM for Implementation
Expert Portal.
LESSON SUMMARY
You should now be able to:
●
●
●
Understand the SAP S/4HANA Cloud, public edition test strategy
Review the functionality of the automated testing tool in SAP S/4HANA Cloud, Public
Edition
Manage your test processes by adapting standard automates or creating custom
automates
●
Assign test processes to a test plan and execute the test
●
Analyze results of post upgrade and customer-managed automated tests
●
Understand the test management functionality of SAP Cloud ALM
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Unit 8
Learning Assessment
1. What hosts the Test Execution Service that drives automated business process testing in
SAP S/4HANA Cloud?
Choose the correct answer.
X
A SAP Cloud Identity
X
B SAP HANA Enterprise Cloud
X
C Manage Your Solution app
X
D Business Technology Platform
2. What are some activities you must complete the run an automated business process test,
assuming you have not customized any of the apps or the process flow of the scope item?
Choose the correct answers.
X
A Copy the standard process in the Manage Your Test Processes app
X
B Change the test data to align with your organizational data in the Manage Your Test
Processes app
X
C Create a test plan and assign the process in the Test Your Processes app
X
D Record actions in the Manage Your Test Processes app
X
E Create the DEFAULT test user in the Test Your Processes app
3. Which type of test automate/process does SAP create and execute on behalf of the
customer after consent?
Choose the correct answer.
X
A Standard test automate
X
B Custom test automate
X
C Post upgrade test automate
X
D Best Practices test automate
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Unit 8: Learning Assessment
4. What does it mean when a Post Upgrade Test Plan has the status: Not Executable?
Choose the correct answer.
X
A A user has manually canceled the test plan during execution
X
B There was an issue during test execution
X
C The test plan is currently being executed
X
D The required test data could not be read from the customer's Quality system
5. If you cannot add or remove test processes from an existing test plan, what could be the
reason?
Choose the correct answers.
260
X
A Data binding exists between two or more test processes
X
B A new variant of the test plan has been created
X
C The test plan has been executed
X
D The values of the test plan have been edited
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UNIT 9
Operating and Maintaining SAP
S/4HANA Cloud, Public Edition
Lesson 1
Training End Users
263
Lesson 2
Operating the Solution
271
Lesson 3
Supporting the Solution
279
UNIT OBJECTIVES
●
Access the learning center tutorials and embedded support in SAP S/4HANA Cloud,
Public Edition
●
Leverage training resources available in SAP Learning Hub
●
Set up a customer center of expertise to manage the solution
●
Get the customer IT organization familiar with the SAP Cloud ALM capabilities
●
Understand the scope of SAP Enterprise Support, cloud editions
●
Use SAP for Me to manage support cases
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Unit 9
Lesson 1
Training End Users
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
●
Access the learning center tutorials and embedded support in SAP S/4HANA Cloud,
Public Edition
Leverage training resources available in SAP Learning Hub
The Learning Center App
SAP S/4HANA Cloud Learning Center App / SAP S/4HANA Cloud Tutorials
The SAP S/4HANA Cloud Learning Center app provides a rich library of content predelivered
by SAP to support end user adoption of the solution.
●
●
●
●
●
End users can access help anytime by selecting the question mark icon in the upper right
corner of SAP S/4HANA Cloud.
End users can learn how to complete the business processes (scope items) for their role
by filtering the guided simulations by any business roles relevant to their job tasks.
Tutorials are guided demonstrations following the step-by-step procedures listed in the
test script for each scope item.
Tutorials enable end users by demonstrating which applications to use, and how to use
them, for each business process relevant to their job roles.
Downloadable PDF versions of tutorials are provided with step-by-step screenshots and
instructions to assist end users when completing business processes on their own in the
productive S/4HANA Cloud system.
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How to Access SAP S/4HANA Cloud Tutorials
Access the Learning Center app in SAP S/4HANA Cloud:
1. Log into SAP S/4HANA Cloud.
2. Whether on the home page, or in an application, you can select the Help (?) icon in the
upper right corner.
3. Select Learning.
4. Filter by relevant business role(s).
5. Select a tutorial to launch.
The tutorials are also listed as an accelerator for several tasks in SAP Activate Roadmap
Viewer.
Access tutorials in SAP Roadmap Viewer:
1. Navigate to SAP Activate Roadmap Viewer
2. Select the User icon in the upper left corner to log in.
3. Select the Solution Specific tile.
4. Select the SAP Activate for SAP S/4HANA Cloud roadmap.
5. Select the Accelerators link in the upper right corner of the roadmap.
6. Keyword search (CTRL+F) for SAP S/4HANA Cloud Tutorials.
7. Select the SAP S/4HANA Cloud Tutorials link.
Access tutorials in SAP Best Practices Explorer:
1. Navigate to SAP Best Practices Explorer
2. Select the User icon in the upper left corner to log in.
3. Select the Accelerators tab to navigate down to the Accelerators section.
4. In the General Documents section, select SAP Best Practices content library.
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Lesson: Training End Users
●
Use the filters to select the relevant Line of Business
●
Task tutorials are visible next to the relevant scope item
5. Or, in the General Documents section, select Task tutorials and navigate through the LoB
folders to find tutorials.
Note:
Task tutorials are not available for all scope items.
SAP Enable Now for Developing Embedded E-Learning Content
SAP developed the guided simulation tutorials you can access from the Learning Center in
SAP S/4HANA Cloud using the SAP Enable Now tool. These tutorials are based on the
standard business processes and are not tailored to a customer's unique extensions.
If you would like to develop your own tutorials for your unique customizations in the S/
4HANA Cloud system, you may purchase a license for SAP Enable Now. Learn more about
SAP Enable Now.
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Try it out
Open the Learning Center and navigate the functions in SAP S/4HANA Cloud.
Simulation
For more information on this topic please view the simulation in the lesson
Training End Users in your online course.
Explore Training in SAP Learning Hub
SAP Learning Hub for SAP S/4HANA Cloud IT Professionals
With SAP Learning Hub, you can learn SAP S/4HANA Cloud skills, and keep them up-to-date.
The online training and enablement solution offers easy access to the latest SAP education
content and a whole community of learners. Harness self-paced e-learning courses, online
classes, expert-led live sessions, and collaborative social learning rooms to enable your SAP
S/4HANA Cloud journey.
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SAP S/4HANA Cloud Learning Journeys
Learning Journeys are structured visual and interactive guides detailing the recommended
route to gain full competence, expand your skills, or stay current with your certification
status, for specific roles and SAP solutions. SAP Learning Journeys enable you to easily
identify and access linked digital training content and resources to accomplish your goals.
There are solution-specific Learning Journeys (for example, SAP S/4HANA Cloud Finance),
and role-specific Learning Journeys (for example, SAP S/4HANA Cloud for Customer Project
Teams).
To access Learning Journeys:
1. Navigate to https://help.sap.com/Learning-Journeys/overview.
2. Browse by product and filter by role or product category (optional).
3. Select an applicable Learning Journey and get started!
Note:
Learning Journeys have links that point to training course content, certifications,
and other resources. You must be logged into the SAP Learning Hub for the links
that point to training content to work.
SAP S/4HANA Cloud Learning Rooms
You can join live instructor-led sessions and connect with SAP software experts and other
learners in our virtual SAP Learning Rooms.
Note:
Access to Learning Rooms depends on your SAP Learning Hub subscription.
●
SAP S/4HANA Cloud Implementation Learning Room
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-
-
●
You can join live sessions led by SAP experts, access training content, exchange
questions and answers with experts and your peers, access certification information,
and access Stay Current content and assessments to maintain your current
certification status.
SAP S/4HANA Cloud Enterprise Support Value Maps Learning Room > SAP S/4HANA
Cloud Value Map
-
-
●
For SAP S/4HANA Cloud implementation project team members and managers (both
customer and partner), and implementation partners completing training courses in
preparation to complete an SAP S/4HANA Cloud certification and/or maintaining
current certification.
For SAP S/4HANA Cloud customer key users and customer project team members
currently deploying SAP S/4HANA Cloud.
You can join meet-the-expert (MTE) sessions, listen to recorded webinars, access
tutorials, exchange questions and answers with your peers, and access learning
resources.
SAP S/4HANA Cloud PartnerEdge Learning Room
-
-
For SAP S/4HANA Cloud implementation partners preparing for, or currently working
on SAP S/4HANA Cloud implementation projects.
You can access partner-specific live events, training materials, and exchange
configuration questions, answers, and project experiences with your peers.
Access the SAP S/4HANA Cloud Implementation Learning Room
1. Log into SAP Learning Hub.
2. If prompted, select Log in / Registerunder the Already a subscriber? text.
3. Select the Browse your rooms link.
4. In the Explore SAP Learning Rooms search field, type: SAP S/4HANA Cloud
Implementation Learning Room.
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5. Select the link of the Learning Room.
6. Accept the Terms of Use. This is a one-time prompt.
7. If you are not brought directly into the Learning Room, select the Groups dropdown menu
in the upper left area of the screen, then select View All Groups.
8. Use the Search field to enter the name of the Learning Room. You can also add the
Learning Room to your favorites, by selecting the star in the upper right corner of the
Learning Room (in the Groups area).
Access the SAP Enterprise Support Value Maps Learning Room and SAP S/4HANA Cloud
Value Map
1. Log into the ONE Support Launchpad
2. Open the SAP Learning Hub - SAP Enterprise Support tile.
3. In the Explore SAP Learning Rooms search field, type: SAP Enterprise Support
Value Maps Learning Room.
4. Select the link of the Learning Room.
5. Accept the Terms of Use. This is a one-time prompt.
6. If you are not brought directly into the Learning Room, select the Groups dropdown menu
in the upper left area of the screen, then select View All Groups.
7. Use the Search field to enter the name of the Learning Room. You can also add the
Learning Room to your favorites, by selecting the star in the upper right corner of the
Learning Room (in the Groups area).
8. In the SAP Enterprise Support Value Maps Learning Room, select the Explore Value Maps
header.
9. Select the SAP S/4HANA Cloud Value Map - SAP Enterprise Support.
10. This is the subgroup for SAP S/4HANA Cloud within the SAP Enterprise Support Value
Maps Learning Room.
11. Access learning content in relevant Learning Journeys
Access the SAP S/4HANA Cloud PartnerEdge Learning Room
1. Log into SAP Partner Portal
2. Select the Quick Accessdrop-down menu from the header bar.
3. Select SAP Learning Hub.
4. Select Learning Rooms from the dropdown navigation menu in the upper left corner of
SAP Learning Hub to navigate to your Learning Rooms home.
5. In the Explore SAP Learning Rooms search field, enter: SAP PartnerEdge - SAP S/
4HANA Cloud Learning Room.
6. Select the link of the Learning Room.
7. Accept the Terms of Use. This is a one-time prompt.
8. If you are not brought directly into the Learning Room, select the Groups dropdown menu
in the upper left area of the screen, then select View All Groups.
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Unit 9: Operating and Maintaining SAP S/4HANA Cloud, Public Edition
9. Use the Search field to enter the name of the Learning Room. You can also add the
Learning Room to your favorites, by selecting the star in the upper right corner of the
Learning Room (in the Groups area).
SAP Learning System Access
SAP Learning System Access enables SAP Learning Hub subscribers to work with fully
configured SAP software systems to carry out class exercises, cross-train, and experiment.
When you use SAP Learning System Access, your system environment is specifically
configured for the course you are studying. There is no system setup on your side - just
launch and learn with a system designed specifically to accompany your training course
content and exercises.
Prepare for Certification with SAP Learning System Access
●
Use SAP Learning Hub to access the training course content.
●
●
Use Learning Rooms to collaborate with other students and ask questions to experts.
Test your skills in an environment designed specifically to accompany your course with
SAP Learning System Access.
LESSON SUMMARY
You should now be able to:
●
●
270
Access the learning center tutorials and embedded support in SAP S/4HANA Cloud,
Public Edition
Leverage training resources available in SAP Learning Hub
© Copyright. All rights reserved.
Unit 9
Lesson 2
Operating the Solution
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Set up a customer center of expertise to manage the solution
●
Get the customer IT organization familiar with the SAP Cloud ALM capabilities
Customer Center of Expertise
Customer Center of Expertise (Customer COE)
A Customer COE is an expert team across business units that maximizes the return on a
customer's SAP investment by communicating change, optimizing business processes, IT
applications, resources, and continuously applying innovations and improvements.
Most customers have more than one SAP cloud or on premise solution, and several other
non-SAP cloud or on premise solutions. While on premise solutions tend to have fewer
enhancements that change functionality, your cloud solutions are constantly evolving on
different release schedules.
It's not possible to apply the old mindsets that may have worked for managing on premise
solutions to the cloud. This is why SAP strongly recommends all customers, regardless of
their landscape complexity institute a Customer Center of Expertise, or Customer COE.
The Customer COE is a team that works across all other business units to facilitate
communication and get decisions made, then manage the rollout of communication and
training to employees who are impacted by system changes.
The goal is to not only keep up with the pace of change across your different cloud solutions
that have their own upgrade cycles, but to also identify new features in a release that you
could activate, such as automating repetitive processes, that could have a larger impact on a
line of business or organizational area.
Select each of the options for further information on the Customer Center of Expertise
(CCOE).
Animation
For more information on this topic please view the animation in the lesson
Operating the Solution in your online course.
Note:
Learn more about setting up a Customer Center of Expertise here.
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Customer Center of Expertise (Customer COE)
A Customer COE is an expert team across business units that maximizes return on a
customer's SAP investment by optimizing business processes, IT applications, resources and
by applying innovations and continuous improvement.
To achieve appropriate end-to-end solution orchestration, the Customer COEs need to:
●
●
●
●
Implement standardized end-to-end operations processes flexible enough to react to fast
changing business needs.
Balance out the need to implement automated and proactive processes with having
manual and reactive processes, according to a risk-based assessment and value to
business.
Define KPIs that will support a continuous improvement mindset, ensuring a state-of-the
art IT that is ready for new challenges.
Maintain knowledge of latest innovation by keeping close connection to experts from the
SAP ecosystem (internal and external skills).
Note:
Learn more about setting up a Customer Center of Expertise here.
Customer Center of Expertise Certification
The Customer COE is a central point of contact for interacting with SAP, and can enhance
their capabilities, knowledge, and effectiveness by completing the Customer COE
Certification Program. There are two certification levels:
●
●
Primary Customer COE: Validates an organization fulfills the minimum requirements
needed to provide a solid foundational infrastructure for interaction with SAP
Advanced Customer COE: Covers the full spectrum of required Customer COE functions
to ensure the successful implementation of SAP's best practices. This certification
provides the Customer COE
Certification Process
First, customers establish and fulfill the Customer COE functions to meet the certification
guidelines (approximately 6 months). Next, the Customer COE submits their results to SAP
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Lesson: Operating the Solution
for an audit (approximately 4 weeks). If the audit is successful, the Customer COE is certified.
Certification is valid for 2 years, then re-certification follows the same process.
Customer COE Incident Quality Evaluation
One of the most important areas of the Customer COE responsibility within support
operations is SAP Incident Management, because effective management of incidents enables
the business to quickly return to work. It is essential that submitted customer incidents
already have all necessary information ready in order to prevent further delays. With the
Customer COE Incident Quality Evaluation, customers will get insights on the overall SAP
Incident Processing of the organization. While incident management is one of multiple criteria
to determine the maturity and effectiveness of a Customer COE, it is a very important
component of the overall certification assessment.
Benefits of Certification
Certified Customer COEs have exclusive access to the following benefits:
●
Access to benchmarks within their peer group.
●
Faster incident processing with special SAP incident flagging for a Certified COE.
●
Free access to SAP Learning Hub.
●
Special Customer COE knowledge transfer sessions with SAP experts in various topics.
●
Accelerators for value development provided by Certified COE customers (customers
sharing success stories).
●
Access to the SAP Customer COE Community Suite group.
●
Customer Center of Expertise Role and Incident Quality Dashboard in SAP for Me.
Customer Center of Expertise Roles
A Customer COE consists of the following roles (roles do not map to job positions; several
roles can be combined into a single position):
Select each of the options in the three boxes below for further information.
Animation
For more information on this topic please view the animation in the lesson
Operating the Solution in your online course.
Customer Center of Expertise Roles
A Customer COE consists of the following roles (roles do not map to job positions; several
roles can be combined into a single position):
Role
Description
Business roles
●
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Business Process Owners are responsible
for continuous improvement of their
respective business domains
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Role
Description
●
●
●
IT roles
●
●
●
274
Digital Business Analysts are responsible
for analyzing KPIs and determining new
areas that can be enhanced or extended
to improve business outcomes
Key Users have detailed business
knowledge in their area of expertise and
are incredibly valuable in validating and
testing new business processes,
identifying potential areas of
improvement, and facilitating the
dissemination of knowledge to their
peers.
Users have authorization to specific
applications and functionality based on
their business roles, and are responsible
for executing their business
responsibilities to the best of their ability
and can request support from key users
or raise support tickets via the service
desk to solve problems.
Business (Cloud) Architects serve as a
counterpart to the Digital Business
Analysts and have specialized technical
knowledge that enables them to develop
extensions, integrations, and other
necessary enhancements to support
digital transformation initiatives.
Prototypers / UX Developers are
responsible for transforming
requirements and requests into clickable
and functional user-centric prototypes
that can support the business in realizing
their digital transformation goals.
Following the cloud mindset and golden
rules, prototypes would be developed
exclusively in SAP Business Technology
Platform, not directly in the SAP S/
4HANA backend system.
Data Scientists are responsible for
analyzing and interpreting complex digital
data to support the business on their
decisions.
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Lesson: Operating the Solution
Role
Description
Roles across all Customer COEs
●
●
●
●
●
●
Enterprise Architects are responsible for
defining and implanting the governance
strategy across the entire IT landscape.
Integration Architects (Process and Data
Integration) are responsible for
contributing during the data migration
and integration activities during
implementation, and continue to support
and monitor data synchronization and
integration flows between platforms.
Technology Architects / Security Experts
are responsible for ensuring solutions
within the system landscape are securely
and optimally integrated.
Release Managers are responsible for
working with the SAP Support team to
plan deployment of release upgrades and
coordinate individuals required on the
customer side to support the execution of
the upgrade with SAP.
Test Managers are responsible for
maintaining the test plans based on the
business process solution
documentation, coordinating test efforts,
and tracking test results.
Service Managers are responsible for
governance of service levels in the service
level agreements and subscription(s).
SAP Cloud ALM for Operations
SAP Cloud ALM for Operations
SAP Cloud ALM for Operations enables customers to monitor processes and be alerted to
potential issues. This ensures smooth business operations without disruptions and increases
the business process execution quality and performance. SAP Cloud ALM is targeted to
customers with a largely cloud-focused landscape.
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Key Features of SAP Cloud ALM for Operations
●
Integration and exception monitoring
-
Integration and exception monitoring enables you to monitor data exchanged among
services (public or private) in both cloud-only scenarios and hybrid scenarios within the
selected scope. It includes the following capabilities:
■
●
-
Follow a call or message sequence from a sender to all intended receivers.
-
Process alerts and start registered workflow instances.
Business process monitoring
-
-
-
●
Monitor the health of your business processes in real time with the help of predefined
business process key performance indicators (KPIs).
Access information about business documents for each of your processes, for
example, for reporting purposes or root cause analyses.
Detect anomalies during process execution.
-
Trigger and process alerts for KPI threshold violations.
Health monitoring
-
276
Business process monitoring enables the detect-to-correct lifecycle of SAP Cloud
solutions along the end-to-end processes of the intelligent suite. You can perform the
following activities:
-
-
●
Report component-specific, business-impacting exceptions.
Health monitoring displays the most important health metrics defined by the monitored
services.
Use it to check the correct function of a monitored service. It covers the functional
aspects of the service, like availability of components, utilization of resources, or
reported errors. This distinguishes health monitoring from real user monitoring, which
mainly monitors the performance of services.
Real user monitoring
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Lesson: Operating the Solution
-
●
Notification management
-
●
Automate operation and error handling procedures:
■
Register SAP workflows.
■
Start workflow instances.
Job status management
-
●
Job and automation monitoring helps you to evaluate the status of automated actions
and background jobs.
Workflow automation
-
●
Intelligent event processing enables you to manage event processing rules. You can
create new rules, edit existing rules, deactivate and delete rules when they are not
needed anymore.
Job and automation monitoring
-
●
Notification management enables you to manage the receiver of email notifications
regarding operations with SAP Cloud ALM.
Intelligent event processing
-
●
Real user monitoring permanently measures all real user requests from your managed
SAP solutions. The monitored services send monitoring data to SAP Cloud ALM
covering performance as well as utilization aspects. Also, real user monitoring offers
drilldown possibilities from the global use of selected request types to single executions
and execution details.
Job status management provides you an overview of all jobs scheduled for a specific
use case such as Integration Monitoring and Exception Monitoring. The jobs displayed
can be any kind of jobs such as data collection jobs, alert calculation jobs, housekeeping
jobs.
Business service management
-
Business service management enables you to manage business services, assigned
cloud services, and related events:
■
Manage business services by adding or deleting business services and/or assigned
cloud services.
■
See all service-related events and manually create new ones.
Note:
Learn more about SAP Cloud ALM for Operations
SAP Cloud ALM for Service
SAP Cloud ALM for Service
SAP Cloud ALM for Service enables customers to centrally access all information for past,
present, and future services. This allows you to collaborate more closely with the delivery
teams conducting services and follow up on the results.
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The following applications support the collaboration before, during and after a service
delivery:
●
Service Delivery Center
-
-
●
Includes notes, preparation tasks, attachments, access to service results, access to
issues and actions.
Service Results
-
●
Harmonized central access point to all relevant information related to individual service
deliveries.
Share results in a digitized format and easily drill down to service result details.
Issues and Actions Management
-
Simplified tracking of all action items along the end-to-end service delivery process.
Note:
●
Learn more about SAP Cloud ALM for Operations
●
Learn how to get your Cloud ALM tenant ready for Service Deliveries
LESSON SUMMARY
You should now be able to:
278
●
Set up a customer center of expertise to manage the solution
●
Get the customer IT organization familiar with the SAP Cloud ALM capabilities
© Copyright. All rights reserved.
Unit 9
Lesson 3
Supporting the Solution
LESSON OBJECTIVES
After completing this lesson, you will be able to:
●
Understand the scope of SAP Enterprise Support, cloud editions
●
Use SAP for Me to manage support cases
SAP Enterprise Support, cloud editions
SAP Enterprise Support
Regardless of the way in which your landscape is deployed, the SAP Enterprise Support
offering gives you the proactive support you need to succeed. By addressing the complex
business challenges of today with clear engagement plans including jointly established goals,
we help you secure existing investments, optimize operations, and take advantage of the
latest SAP innovations. More than helping you solve problems, we act like a business partner
that proactively works with you to help you realize your business goals.
SAP Enterprise Support is the standard support offering included in your cloud agreement. All
S/4HANA Cloud customers automatically have access to the base SAP Enterprise Support
package. In addition to SAP Enterprise Support, SAP also offers SAP Preferred Success and
SAP Preferred Care. These packages provide a personalized engagement that helps you
deepen your product knowledge, optimize your processes, and accelerate issue resolution by
working with designated SAP contacts.
Additional Resources
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Learn more about SAP Preferred Success & SAP Preferred Care
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Note:
Explore product support capabilities such as scheduling an expert, expert chat,
solution matching, built-in support, predictive and preventative support, and
interaction management.
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SAP Enterprise Support Academy: Learning Resources for SAP Enterprise Support and
SAP Preferred Success
A certain number of user seats for the SAP Learning Hub, edition for SAP Enterprise Support
are included in a customer's SAP Enterprise Support agreement for cloud services. You can
easily register for SAP Learning Hub through your SAP Learning Hub, edition for SAP
Enterprise Support subscription to access the SAP Enterprise Support Value Maps Learning
Room and dedicated training content created by the Enterprise Support team targeted to
customer administrators.
The Enterprise Support team focuses on:
Helping to ensure customer key users, IT, and business experts gain the skills and
knowledge they need about system operations, solution supportability, and the SAP
support infrastructure.
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Providing opportunities to build and reinforce knowledge and skills
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Maximizing the value of customers' SAP solutions
Additional Resources
SAP Enterprise Support Academy Newsletter Subscription
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SAP S/4HANA Cloud Implementation Learning Assets through SAP Enterprise Support
Academy
How to Register for, Withdraw, and Join a Meet-the-Expert Sessions in SAP Learning Hub
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Lesson: Supporting the Solution
SAP Enterprise Support Value Maps Learning Room
The SAP Enterprise Support Value Maps Learning Room is targeted to customers supporting
and administering their SAP solutions.
Value maps provide you with:
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Direct access to SAP experts through Meet the Expert (MTE) sessions
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Interactive social collaboration forums
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24x7 learning content with interactive formats
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Prescriptive guidance to learn how to implement, and use your solution
Access the SAP S/4HANA Cloud Enterprise Support Value Map in SAP Learning Hub
(must have a valid subscription)
1. Log into the SAP Learning Hub.
2. Join the SAP Enterprise Support Value Maps Learning Room.
3. Choose the Explore Value Maps header tab.
4. Choose the SAP S/4HANA Cloud Value Map.
5. Explore the Learning Journey content & get started!
SAP Enterprise Support Advisory Council (ESAC)
Customers can become early adopters of the latest support innovations and directly influence
SAP's offering in a meaningful way with the SAP Enterprise Support Advisory Council (ESAC).
The SAP S/4HANA Cloud focus topic is designed to help customers use discovery services to
learn about the benefits of switching to SAP S/4HANA Cloud. Customers can also get advice
for every phase of their journey to SAP S/4HANA Cloud, including discovery, design,
realization, and go-live.
SAP Cloud Availability Center (CAC)
The Cloud Availability Center (CAC) provides a personalized dashboard with relevant
information about your cloud product availability and maintenance. CAC helps provide a
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Unit 9: Operating and Maintaining SAP S/4HANA Cloud, Public Edition
constant information flow on the current and historic availability of your SAP cloud services,
provides timely updates during unplanned service downtime situations, and supports you in
better planning your daily business activities with an overview of upcoming maintenance
events.
SAP Cloud System Notification Subscriptions (CSNS)
The Cloud System Notification Subscriptions (CSNS) application makes it easy to add,
customize, and manage subscriptions to Cloud Availability Center notifications. Using this
tool, SAP Cloud customers can remain constantly informed and receive timely updates
regarding their SAP Cloud Services, such as planned and unplanned downtimes and
customer communication.
282
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Lesson: Supporting the Solution
SAP for Me
Transition to SAP for Me
SAP is making strides to simplify and harmonize the support experience by reducing the
number of digital touch points. SAP for Me is the new digital platform that enables our
customers and partners to find the information they need, and use a variety of self-service
features to easily request support and resolve issues. SAP for Me is free, and uses your
existing SAP ID.
With SAP for Me, you can:
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Engage with support from SAP through a single entry point
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Get a holistic view of your licenses, orders, and consumption status.
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Perform self-services (e.g. cloud system provisioning)
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Additional features will continue to be integrated
Note:
Learn about managing your SAP for Me access in the SAP Help Portal
Terminology Change: Incidents are now Cases
Following the Information Technology Infrastructure Library (ITIL) standard, SAP has
changed the terminology for getting technical support from "Incident" to "Case" in SAP for
Me. Cases identify a question or issue and tracks the activities related to resolving it. Cases
are different from service requests, which are standardized requests from end users for
specific functions (e.g. additional service capacity, additional backup) using a predefined
service catalog.
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Unit 9: Operating and Maintaining SAP S/4HANA Cloud, Public Edition
Cross Capabilities for All Users
There are several cross capability features available for all types of users in SAP for Me,
including:
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Home Page
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Manage your SAP account, access SAP contacts, your company information, learnings,
and the SAP Community.
Influence SAP for Me
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See SAP communications emails in the SAP Central Communication Center.
My Profile
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Explore ways to enhance your product skills and earn certificates with learning journeys
and training. You can also access My Learnings in the Profile Menu.
SAP Communications
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See SAP events in a centralized calendar and filter by your favorite products to see
events most relevant to you. Note that some events may require special authorizations
from your administrator.
Knowledge & Learning
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If you are a known SAP ONE Support Launchpad user, you can let SAP import your user
data, then personalize your Home page by adding or removing cards, or dragging and
dropping cards to rearrange the layout.
Calendar
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See an overview of all your products, licenses, materials, orders, and systems, and get
alerts about potential consumption overages, down systems, and support incidents.
Provide feedback, report a bug, or suggest features in the SAP Customer Influence site.
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Lesson: Supporting the Solution
Note:
Join the SAP for Me Community to hear from the experts, share information, ask
questions, and more.
Customer Dashboards
Customer Dashboards is the entry point for customers. SAP customers can find several
different dashboards to manage their SAP product portfolio, license consumption, orders and
billing, systems provisioning, and more.
Click on each of the options to reveal further information.
Animation
For more information on this topic please view the animation in the lesson
Supporting the Solution in your online course.
Note:
Learn more about Customer Dashboards in the SAP Help Portal
Customer Dashboards
Customer Dashboards help SAP customers manage their SAP product portfolio, license
consumption, orders and billing, systems provisioning, and more. These dashboards include:
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Unit 9: Operating and Maintaining SAP S/4HANA Cloud, Public Edition
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Portfolio & Products
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Services & Support
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View a list of all cloud or on-premise systems related to a product, the current
availability status of a system related to a product, and navigate directly to the Cloud
Availability Center (CAC) for detailed status information for cloud systems.
Users & Contacts
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Purchasers, controllers, and other related roles have multiple methods of reviewing
their product portfolio from a financial perspective. Review your SAP orders, the
licensed materials behind the orders, and the connection to the individual product. You
can also view consumption metrics across all your cloud product licenses.
Systems & Provisioning
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Review and submit maintenance and support cases across your company and find out
information like planned upcoming maintenance events for your products.
Finance & Legal
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View your purchased SAP portfolio and its related products, find additional details in
your product list like the number of related orders, systems, or licenses, and access
links to additional information sources related to your product.
View a list of all SAP contacts that are available for a product or product portfolio, and
view a list of contacts SAP is aware of in your company for a product or product order.
You can also change the assignment of a contact in your company in relation to a
product, and manage S-Users, P-Users, and SAP Universal ID (UID) users.
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Lesson: Supporting the Solution
Note:
Learn more about Customer Dashboards in the SAP Help Portal
Partner Dashboards
Partner Dashboards help partners with sales and marketing, deals, and pipelines. There are
four dashboards.
Click on each of the options to reveal further information.
Animation
For more information on this topic please view the animation in the lesson
Supporting the Solution in your online course.
Review these guides for targeted information based on your role:
Partner Sales Executives | Partner Account Managers & Customer Engagement Executives |
Partner Consultant Managers | Partner Managers | Partner Developers | Partner Technical &
Support Administrators
Note:
Learn more about Partner Dashboards in the SAP Help Portal
Partner Dashboards
Partner Dashboards help partners with sales and marketing, deals, and pipelines. There are
four dashboards:
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Partnership
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Sales & Marketing
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View your company and partnership details including Partner Tracks, contracts, sell &
service authorizations, and grouping. In addition, you can find links to access key
partner management apps and portals.
View your business plan, monitor your plan vs. actual revenue performance, view and
manage end-to-end deal execution, and access sales apps.
Customer Success
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Unit 9: Operating and Maintaining SAP S/4HANA Cloud, Public Edition
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Manage your customers by analyzing their license portfolio, cloud consumption,
upcoming renewals, and orders and contracts. Manage customer delivery such as
cloud projects, certified consultants, and next generation cloud delivery migrations.
Partner Solutions
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Find enablement on how to build your own solutions, monitor the status of your
developed solutions, and find your AIR key and links to register a new solution.
Review these guides for targeted information based on your role:
Partner Sales Executives | Partner Account Managers & Customer Engagement Executives |
Partner Consultant Managers | Partner Managers | Partner Developers | Partner Technical &
Support Administrators
Note:
Learn more about Partner Dashboards in the SAP Help Portal
LESSON SUMMARY
You should now be able to:
288
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Understand the scope of SAP Enterprise Support, cloud editions
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Use SAP for Me to manage support cases
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Unit 9
Learning Assessment
1. What are some of the training tools / resources available in SAP Learning Hub?
Choose the correct answers.
X
A SAP Learning Journeys
X
B SAP Learning Rooms
X
C Learning Center App
X
D Live Sessions in SAP Learning Rooms
X
E SAP Best Practice Business Processes
2. Where can end users access SAP S/4HANA Cloud tutorials?
Choose the correct answers.
X
A In the SAP S/4HANA Cloud system by selecting the Question mark (?) icon in the
upper right corner
X
B In SAP Help Portal
X
C In SAP Roadmap Viewer
X
D In SAP Support Portal
X
E In SAP Best Practices Explorer
3. Which areas does a Customer COE optimize to maximize ROI?
Choose the correct answers.
X
A Resources
X
B Personal relationships
X
C Business processes
X
D IT applications
X
E Handling units
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Unit 9: Learning Assessment
4. What are the four dimensions of SAP Enterprise Support?
Choose the correct answer.
290
X
A Expert access, Empowerment, Innovation and value realization, and Missioncritical support
X
B Collaboration, Empowerment, Preferred care, and Mission-critical support
X
C Collaboration, Empowerment, Innovation and value realization, and Mission-critical
support
X
D Collaboration, Personalized engagement, Innovation and value realization, and
Mission-critical support
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