Migrating Data to SAP S/4HANA Cloud, Public Edition Unit 1: Introduction to Data Migration Introduction to data migration Learning objectives Migrating Data to SAP S/4HANA Cloud, Public Edition By the end of this week, you will understand ▪ What data migration to SAP S/4HANA Cloud, public edition comprises ▪ The different steps in the migration process ▪ How to migrate data using staging tables with XML or CSV template files ▪ Where to find further resources for data migration The openSAP course “Migrating Data to SAP S/4HANA Using the Migration Cockpit” starting 27 September 2023 will take a detailed look at the SAP S/4HANA migration cockpit in SAP S/4HANA and SAP S/4HANA Cloud, private edition. This 3 week course deals with the functionality, including different migration approaches and modeling environment. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2 Introduction to data migration Agenda Setting the scene: Transition scenario – New implementation Data migration requirements SAP Activate methodology Data Migration landing page © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3 Introduction to data migration Transition paths recap Approach REUSE with in-place conversion Business Driver Start rapid modernization Transition Option System conversion Target SAP S/4HANA Cloud, private edition SAP S/4HANA versus REENGINEERING with data migration Customer tailored Highly standardized, with best practices and based on a clean core © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Selective business process optimization Business model innovation Selective data transition New implementation SAP S/4HANA Cloud, private edition SAP S/4HANA SAP S/4HANA Cloud, public edition SAP S/4HANA Cloud, private edition SAP S/4HANA 4 Introduction to data migration Focus: new implementation Approach REUSE with in-place conversion Business Driver Start rapid modernization Transition Option System conversion Target SAP S/4HANA Cloud, private edition SAP S/4HANA versus REENGINEERING with data migration Customer tailored Highly standardized, with best practices and based on a clean core Selective business process optimization Business model innovation Selective data transition New implementation SAP S/4HANA Cloud, private edition SAP S/4HANA SAP S/4HANA Cloud, public edition SAP S/4HANA Cloud, private edition SAP S/4HANA © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5 Introduction to data migration Starting point ▪ You have decided to go for SAP S/4HANA Cloud, public edition. ▪ You have activated your business process content and local versions, defined the organizational structure, and completed product-specific configuration for the SAP S/4HANA Cloud systems using SAP Central Business Configuration (CBC). Master data and transactional data is needed to run business processes. Master Data Transactional Data Describing business objects Describing business events Examples: Customer, Supplier, Product Examples: Bank account balance, G/L account balance © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6 Introduction to data migration Data migration requirements What are the sources / sender systems of the data? Number and type of source systems? Central master data management? Which data is needed from your source to operate SAP S/4HANA the way you want? Master data? Open items? Balances? Migrate data “as is” or transform on the fly? Data transformations needed? Data quality improvement necessary? Who needs to be involved? Decisions to be taken? Major stakeholder? Bottom Line: Start as early as possible to ensure high quality data © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7 Introduction to data migration Sources to support you in your migration process SAP Activate Methodology (Roadmap Viewer) SAP Best Practices via Process Navigator Data Migration Landing Page on SAP Help ▪ Access implementation guidance for your digital transformation ▪ Access and download SAP Best Practices content ▪ Access documentation – Application Help ▪ View and download SAP Activate methodology assets and accelerators ▪ Power your project with ready-to-run business processes ▪ View additional slide decks and training information ▪ https://go.support.sap.com/roadmapviewer/ ▪ https://me.sap.com/processnavigator ▪ http://help.sap.com/S4_CE_DM © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8 Introduction to data migration SAP Activate methodology SAP Activate ▪ Develop data migration approach and strategy ▪ Rough overview of required migration objects sorted © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC ▪ Enablement ▪ Finalize migration objects migration ▪ Select data from legacy system cockpit ▪ Data cleansing ▪ Specify ▪ Migrate relevant data in test system migration ▪ Define cutover tasks and finalize objects data files for production system ▪ Prepare files, mapping and simulate data in test system ▪ Migrate relevant data in production system ▪ Check migrated objects 9 Introduction to data migration SAP Best Practices in SAP Signavio Process Navigator Solution Scenario: SAP Best Practices for SAP S/4HANA Cloud Line of Business: Database and Data Management Solution Process: Data Migration to SAP S/4HANA from Staging 2Q2 © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10 Introduction to data migration Data Migration landing page SAP Help Portal: Data Migration landing page for SAP S/4HANA Cloud, public edition © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11 Introduction to data migration Key takeaways In this unit you have learned ▪ Why data migration in a new implementation scenario is important ▪ How the SAP Activate methodology supports you ▪ Where to find further information DATA MIGRATION IS NECESSARY It is one key task during the transition to SAP S/4HANA. Unfortunately, it is often underestimated. It can’t be done just by pressing a button. Make sure to understand your data migration requirements early and plan for them accordingly. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12 Thank you. Contact information: open@sap.com Follow all of SAP www.sap.com/contactsap © 2023 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See www.sap.com/trademark for additional trademark information and notices. Migrating Data to SAP S/4HANA Cloud, Public Edition Unit 2: The Tool of Choice: SAP S/4HANA Migration Cockpit The tool of choice: SAP S/4HANA migration cockpit Agenda Introduction to SAP S/4HANA migration cockpit Overall migration process Data migration objects Mapping Simulation/Migration © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2 The tool of choice: SAP S/4HANA migration cockpit Your way to SAP S/4HANA Cloud, public edition Bring your business processes to the new platform System Conversion SAP S/4HANA migration SAPcockpit ERP system • A complete technical in-place conversion of an existing SAP ERP system to SAP S/4HANA • Adopt new innovations at your speed → Delivery model: included in SAP S/4HANA shipment ▪ Part of SAP S/4HANA and SAP S/4HANA Cloud (included in these licenses) ▪ Supports customers with the “new implementation” Partly scenario re-use, partly re-implementation migration of relevant business data from SAP ERP to SAP ▪ SAP’s tool for the migration of business data to• Covers SAPthe S/4HANA Cloud, public edition S/4HANA Hybrid Selective Hybrid Transition Data Transition Transition SAP ERP system(s) • Allows to combine redesign of business processes with retaining historical data • Realized by a combination of standard functions used for a new implementation or system conversion together with complementing expert functions which are not released to general availability → Delivery model: as a service / consulting project New implementation New Implementation SAP or non-SAP system(s) © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC ▪ Reengineering and process simplification based on latest innovations ▪ Highly standardized, fueled with best practices and based on a clean core ▪ Implement innovative business processes with preconfigured best practice content on an innovative platform 3 The tool of choice: SAP S/4HANA migration cockpit Capabilities Out-of-the-box, included in SAP S/4HANA and SAP S/4HANA Cloud license and shipment Preconfigured SAP S/4HANAspecific migration content Guidance and simulation for the migration process SAP S/4HANA migration cockpit Integrated into SAP Activate methodology Automated mapping between source and target Lower migration time and costs, no developer skills required Migration Object Modeler for custom requirements* * reduced scope for SAP S/4HANA Cloud, public edition © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4 The tool of choice: SAP S/4HANA migration cockpit What it is designed for (in/out of scope) Designed for: ▪ Initial load of data (master data, open transactional data, no historical data) ▪ Use in the context of a new implementation of SAP S/4HANA, SAP S/4HANA Cloud, private edition and SAP S/4HANA Cloud, public edition ▪ Ensuring full coverage with migration objects for SAP S/4HANA Cloud, public edition because the SAP S/4HANA migration cockpit is the only option to load data Not designed for ▪ Keeping data in sync across systems ▪ Realizing a continuous exchange or flow of data ▪ Cleansing data ▪ Migrating data directly from SAP S/4HANA or SAP S/4HANA Cloud to SAP S/4HANA (currently not supported) © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5 The tool of choice: SAP S/4HANA migration cockpit No migration of historical data Do you remember the last time you moved house? ▪ An SAP S/4HANA Cloud, public edition implementation is by definition a new implementation. ▪ No migration objects for historical data in migration cockpit*: ▪ Only the data necessary for a smooth business start is migrated. ▪ A comprehensive customer-specific evaluation makes sense. Solutions like business warehouse or side-by-side extensibility can be considered. Examples: ▪ The migration of closed documents leads to postings which are already included in the balances; there are no open items for those documents any more. ▪ For partially open items, only the remaining quantities or values should be migrated. * Exception: FI – Historical balance migration object see SAP Note 2943035 © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6 The tool of choice: SAP S/4HANA migration cockpit Process overview SAP S/4HANA Cloud, public edition SAP S/4HANA Cloud, private edition Select migration objects Get data SAP Business Suite Map and transform data Model and design to reflect custom requirements* Simulate Migrate SAP S/4HANA Legacy *Migration Object Modeler available for SAP S/4HANA and SAP S/4HANA Cloud, private edition. For SAP S/4HANA Cloud, public edition limited functionality – check SAP Note 2999428. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7 The tool of choice: SAP S/4HANA migration cockpit Step: select migration objects Preconfigured SAP S/4HANA-specific migration content What is a migration object? ▪ Represents a business entity in SAP S/4HANA, such as a customer, sales order, or invoice ▪ Encapsulates the logic to create the specific business entities through the corresponding APIs offered by SAP S/4HANA ▪ Delivered by SAP based on SAP Best Practices configuration and ready for immediate use ▪ Categorized in master data and transactional data (no historical data) ▪ Contains rules for handling values from source to target – called “mapping” What is migration content? ▪ Migration content is the sum of all migration objects What about updates on migration objects? ▪ Updates are shipped automatically by SAP (e.g. a standard field was added) ▪ You are prompted to perform an update in your migration project © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8 The tool of choice: SAP S/4HANA migration cockpit Step: select migration objects – Details and documentation Download migration object list Documentation available Use filter options Migration object list in SAP Help Portal (SAP S/4HANA Cloud) – http://help.sap.com/S4_CE_MO © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9 The tool of choice: SAP S/4HANA migration cockpit Step: map and transform Automated mapping between source and target What is a mapping? ▪ Data transformation or data mediation between a data source and a destination. Here, you map the source values which were extracted from the source system to the values and formats of the SAP S/4HANA system. Example Source Country Key Target Country Key Deutschland DE USA US ▪ The migration cockpit automatically provides proposals for mapping values, if possible. 1:1 mappings and rules are predefined by SAP. ▪ The mappings have to be maintained only once. They are used for all objects within a project. Example You maintain the country key for migration object BANK, then all other objects in your project will use the same mapping. Check the object-related documentation for details on mapping. It is not necessary to provide the extracted data the way SAP S/4HANA would expect. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10 The tool of choice: SAP S/4HANA migration cockpit Step: simulate and migrate Guidance and simulation for the migration process ▪ Data is posted to the SAP S/4HANA system using standard APIs. Therefore, data is created like it would be created when entered manually in the SAP system. ▪ All logical and semantic checks are done in the API. ▪ During the simulation process, no data is written to the target SAP S/4HANA system, but you can view all the messages that would occur during an actual data transfer (for example, information about a cost center that does not exist). ▪ Objects can be simulated/migrated one by one – keep dependencies in mind. ▪ There is no migration at database table level. ▪ It is possible to simulate/migrate only specific migration object instances (single instances or a set of instances). © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11 The tool of choice: SAP S/4HANA migration cockpit Key takeaways In this unit you have learned ▪ About the migration process in the SAP S/4HANA migration cockpit ▪ What the migration cockpit is used for ▪ Where to find information on migration objects © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12 Thank you. Contact information: open@sap.com Follow all of SAP www.sap.com/contactsap © 2023 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See www.sap.com/trademark for additional trademark information and notices. Migrating Data to SAP S/4HANA Cloud, Public Edition Unit 3: Getting Started with the Migration Cockpit Getting started with the migration cockpit Agenda System setup Demo © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2 Getting started with the migration cockpit SAP Fiori app “Migrate Your Data” SAP Fiori app Migrate Your Data * Process & content Data load API-based Staging SAP S/4HANA Cloud, public edition SAP S/4HANA Cloud, public edition 2302, migration objects Staging tables 240+ ▪ Excel XML ▪ CSV template files ▪ ETL tools of choice © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC *Required roles: ▪ SAP_BR_CONFIG_EXPERT_DATA_MIG ▪ Corresponding business catalog for each migration object 3 Getting started with the migration cockpit System setup – Local SAP HANA database connection SAP S/4HANA Cloud, public edition 1 Select local SAP S/4HANA database schema* for your migration project SAP S/4HANA migration cockpit Staging table 1 3 Fill staging tables with Microsoft Excel XML or CSV template files Legacy system Application data Staging table creation for selected migration object 4 Read access 6 Status update of record Staging table 2 ... Staging table n Application interface 5 Insert through API Application tables Data source(s) * Staging tables reside within the local ABAP schema of the SAP S/4HANA Cloud system. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4 Getting started with the migration cockpit Migrate banks © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5 Getting started with the migration cockpit Instance-based simulation, migration, deletion via mass processing Mass Processing helps you to do trigger actions on selected instances. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6 Getting started with the migration cockpit Instance-based simulation, migration, deletion via mass processing 1 2 Select from possible actions: ▪ Simulate Use filter options to select relevant instances ▪ Migrate ▪ Delete instances 3 Instance list based on your selection criteria © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4 Get a summary and proceed with Start 7 Getting started with the migration cockpit Available videos Video Migrate Data Using Staging Tables Video Using CSV Files to Fill Staging Tables Link to Click-Through-Tutorial SAP S/4HANA migration cockpit Learning Hub Subscription necessary (SAP Learning Hub Solution Editions) © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8 Getting started with the migration cockpit Functions to keep in mind ▪ Follow guided procedure ▪ Run the Prepare step whenever data is added to the staging tables ▪ Fill staging tables with XML or CSV files ▪ Download mapping tasks/templates to hand over to business users ▪ Check monitoring to see running jobs, access to messages, and download files ▪ Use mass processing if you want to trigger actions for specific instances © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9 Getting started with the migration cockpit Key takeaways In this unit you have learned ▪ How to use the SAP Fiori app Migrate Your Data to migrate data to SAP S/4HANA Cloud, public edition © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10 Demo Slides – to be hidden for recording © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11 Getting started with the migration cockpit Demo details 1. Open SAP Fiori app “Migrate Your Data” – user with necessary roles 2. Create migration project – Choose the Create button → “Direct Transfer” will be handled in unit 9 – Select Local SAP S/4HANA Database Schema connection – Choose migration object Bank – Finish creating the migration project 3. Populate migration objects with data – Download the template for migration object Bank – Fill template with data manually – Upload template and follow guided procedure – Migrate data 4. Verify data in relevant app NOTE: When you set the migration project to “Finished”, you can specify a retention period for the data. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12 Getting started with the migration cockpit Create project – General data Name your project Local SAP S/4HANA Database System will generate staging tables in the internal schema of the SAP S/4HANA Cloud system © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 13 Getting started with the migration cockpit Create project – Migration objects You can use the search field Add your migration object via button or drag & drop To proceed, review your entries © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 14 Getting started with the migration cockpit Create project Use Edit to add other migration objects Create your project © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 15 Getting started with the migration cockpit Monitoring – Settings To view a log of all activities, choose the Monitoring button. You can view the current settings for your project at any time by choosing the Settings button. Here, you can change settings for the project. For example, you can add additional migration objects. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 16 Getting started with the migration cockpit Trigger actions via dropdown list Find the selected migration objects. If you need to add additional ones later on, use the Settings button. The system proposes the next action to be performed. For example, “Upload File” after creating the project. Here, you start the action for one object only. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 17 Getting started with the migration cockpit Download templates for multiple migration objects 3 1 You can download the templates for several migration objects by selecting them and then clicking Download Template. 2 A messages toast appears – check Monitoring for file download © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 18 Getting started with the migration cockpit Mapping tasks Certain migration objects use control parameter mapping tasks to control specific data migration procedures – see example Product. These mapping tasks appear before filling the staging tables with data. Check them first before proceeding. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 19 Getting started with the migration cockpit Mapping tasks (specify mapping values) You can specify value mappings and transform values from the source system to the target system. Search help for target values provides existing values in the SAP S/4HANA Cloud target system. Details about mapping tasks in KBAs 3003068, 3076466 and 3075948 © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 20 Getting started with the migration cockpit Migration project screen – More buttons 3 Buttons for quick access ▪ Monitoring – to view a log of all activities ▪ Mapping tasks – all mapping tasks for your project ▪ Job management – adjust number of background jobs ▪ Settings – general settings, e.g. add new migration objects ▪ Finish project See more details in application help. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 21 Thank you. Contact information: open@sap.com Follow all of SAP www.sap.com/contactsap © 2023 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See www.sap.com/trademark for additional trademark information and notices. Migrating Data to SAP S/4HANA Cloud, Public Edition Unit 4: Filling the Staging Tables Filling the staging tables Agenda Ways to populate data XML template CSV template Demo CSV upload XML or CSV? Other possibilities Where to find information © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2 Filling the staging tables Ways to populate data You can fill the staging tables by using: or XML files* or CSV files* your preferred ETL tools * The size limit for each file is 100MB. You can upload multiple files at once by using a zip file. Note that the combined size of all the files you want to add to the zip file must not exceed 160MB. The maximum permitted size of the zip file is 100MB. For more information see KBA 2719524 © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3 Filling the staging tables Introduction to the XML template Check the Introduction worksheet for information about how to fill the template file. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4 Filling the staging tables Important information on the XML template Important information ▪ Read the introduction and check field list before starting filling the template ▪ Check the mandatory fields, data type, and length ▪ You can expand the SAP Structure and SAP Field columns to check the technical names ▪ Expand and read the tooltips (line 8) ▪ Copy and paste values only using the following options: − Within XML file: paste option + values (V) − From notepad/text editor: paste special + Text − From somewhere else: paste option + keep text only and then choose Text © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5 Filling the staging tables Introduction to the CSV template CSV template Staging tables in migration cockpit Help Portal: Downloading template files © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6 Filling the staging tables Introduction to the CSV template ▪ More flexible way to populate the staging tables using CSV files. ▪ Widely known and compatible format for sharing, uploading, and migrating data. ▪ Faster file creation and modification due to the simple structure and nature of the CSV format. ▪ Upload the CSV file that contains only the data that should be migrated (no need to use comma to fill the empty fields) ▪ Use the naming convention during the CSV upload and the file will be mapped to the data structure automatically, for example S_MARA#FreeText.csv ▪ Upload several CSV files with a ZIP folder Help Portal: Downloading CSV template files © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7 Filling the staging tables Important information on the CSV template More flexibility: you can upload a CSV file that only contains the data that should be migrated (no need to fill the empty fields) and also change the order of the fields if required. Cost center MO template Cost center filled template “Cost center”, “valid from”, and “valid to” are the first fields in this CSV template file. When you fill the template, you can change the order of the fields. Do not forget to change the order in the header row. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8 Filling the staging tables Important information on the CSV template Naming convention: use the naming convention for uploading the CSV file. The system will automatically map* the CSV files to the relevant data structures: <data structure name># <optional user input>.csv * It is about mapping the CSV file to the data structure (staging table) to fill the staging tables. The processing mapping task is a different step and will come later. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9 Filling the staging tables Important information on the CSV template Check the CSV settings before downloading the CSV templates In the Project Settings, check your CSV file options. If needed, set the field delimiter to Semicolon or Tab (Comma is chosen by default) © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10 Filling the staging tables How to fill the staging tables with CSV files © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11 Filling the staging tables XML or CSV? XML CSV ▪ Using XML is a stable option for entering and editing values manually. ▪ You need to use a separate CSV file for each data structure. ▪ All data is contained in one file. ▪ There is no built-in protection for data formats. ▪ It contains detailed information about the relevant data structures as well as instructions about how to enter data in the file. ▪ A readme file is also available for each migration object with information about the data structures as well as how to enter data in the files. ▪ 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. Help Portal: Downloading template files © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12 Filling the staging tables XML or CSV? CSV template XML template The single CSV file represents one worksheet in the XML template file © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 13 Filling the staging tables Other possibilities Good to know To fill the staging tables, you can either use an ETL tool or fill the data directly on the SAP HANA database. There are several blog posts listed below that explain the different methods to load data into the staging tables: ▪ Migrate data using staging tables and methods for populating the staging tables ▪ Using SAP HANA Smart Data Integration (SDI) to load data to the staging tables ▪ SAP S/4HANA migration cockpit – creating and using synonyms for renaming staging tables We recommend that you look at the following materials and decide how you would like to populate the staging tables: ▪ KBA 2733253 FAQ Migrate Data Using Staging Tables © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 14 Filling the staging tables Where to find information? Application Help Transferring Data from XML Template Files to Staging Tables Transferring Data from CSV Template Files to Staging Tables Demo videos XML upload CSV upload KBAs Additional Information about Transferring Data from CSV Template Files to Staging Tables Migration Cockpit: How to correctly fill data into XML template © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 15 Filling the staging tables Key takeaways In this unit you have learned ▪ Different ways to fill the staging tables ▪ Important information on the XML and CSV templates ▪ Where to find additional information on filling the staging tables © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 16 Thank you. Contact information: open@sap.com Follow all of SAP www.sap.com/contactsap © 2023 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See www.sap.com/trademark for additional trademark information and notices. Migrating Data to SAP S/4HANA Cloud, Public Edition Unit 5: Issue Handling During the Migration Process Issue handling during the migration process Agenda Business partner concept Different ways to check error messages, including demo Correction file Handling duplicate key errors © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2 Issue handling during the migration process Business partner concept The business partner is a leading object in SAP S/4HANA. All customers and suppliers should be migrated as business partners. Aim: to migrate the business partners which have customer and supplier roles. Solution: 1. First, migrate data for the Customer migration object 2. Use the migration object Supplier – extend existing record by new org levels to add the supplier data This process is also described in KBA 2748819 – Migrate Business Partners with Supplier and Customer roles In case of any issues, please refer to: KBA 2848224 – Migration Cockpit: Collective KBA for Business Partner (Customer, Supplier) © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3 Issue handling during the migration process Adding additional information on customer/supplier If you want to add additional information for a customer or supplier, the following standard migration objects are available: Customer Supplier Customer – extend existing record by new org levels (*) Supplier – extend existing record by new org levels (*) Customer – extend existing record by multiple addresses (*) Supplier – extend existing record by multiple addresses (*) Customer – extend existing record by Credit Management data (*) Supplier – extend existing record by Thailand branch code (**) Customer – extend existing record by Thailand branch code (**) Used APIs: *CMD_MIG_BP_CVI_CREATE **CMD_MIG_BRANCH_CODE_CREATE © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4 Issue handling during the migration process Different ways to check error messages View: which messages occurred for an activity? Simulation run no. 4 Simulation run no. 1 Instance 111 Message AA123 Instance 112 Instance 113 Message BB444 View: Which messages occurred for one instance? Simulation run no. 2 Simulation run no. 3 Message HJ123 Instance 114 Message UU555 Instance 115 Message ZZ333 Instance 116 © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC View: Which instances are relevant for one message? 5 Issue handling during the migration process Different ways to check error messages Which messages occurred for an activity? Monitoring Which instances are relevant for one message? Messages in the project view (messages for the object) Which messages occurred for one instance? Messages in the instances view buttons Which messages occurred during a simulation/migration run for a migration object? © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC History in the migration object view 6 Issue handling during the migration process Monitoring (1) On the Monitoring screen you can see all activities related to the project Which messages occurred for an activity? Select the activity and the status “Completed with Errors” to see all the messages containing an error © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7 Issue handling during the migration process Messages in the project view (2) In Messages you can see messages related to the latest activity (simulation or migration) Select relevant migration objects – press Messages button Which instances are relevant for one message? Toggle between migration objects Click to see the instances to which this message applies © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8 Issue handling during the migration process In Messages you can see activities related to simulation and migration of the particular instance Messages in the instance view (3) Which messages occurred for one instance? Click on number to get a list of all erroneous instances All messages referring to this single instance Click Error to get the message for the corresponding instance © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9 Issue handling during the migration process In History you can see all activities related to the migration project History (4) Which messages occurred during a simulation/migration run for a migration object? Click on migration object name to get details Select History tab to view messages for the selected migration object and action Select Show Messages © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10 Issue handling during the migration process Demo: error messages © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11 Issue handling during the migration process Correction file After the migration, you can generate a correction file that contains all the migration object instances in the staging tables that have the status Error. Help Portal: Creating Correction Files © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12 Issue handling during the migration process Handling duplicate key errors If duplicate key errors occur, the status of the file will change to Transfer of Data to Staging Tables Failed You still can transfer data to staging tables and: ▪ Skip files with duplicates ▪ Replace duplicates with instances from file Help Portal: Handling Duplicate Key Errors © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 13 Issue handling during the migration process Key takeaways In this unit you have learned ▪ How to migrate business partners ▪ The different ways to check error messages ▪ How to establish a correction file after the erroneous data migration ▪ How to handle duplicate key errors © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 14 Thank you. Contact information: open@sap.com Follow all of SAP www.sap.com/contactsap © 2023 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See www.sap.com/trademark for additional trademark information and notices. Migrating Data to SAP S/4HANA Cloud, Public Edition Unit 6: Best Practices and Challenges Best practices and challenges Agenda Set up your project Enhancing data migration performance Mass change Migration objects © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2 Best practices and challenges Set up your project Use only one project Use several projects It might seem that one project for each application would lead to a better progress overview for a dedicated area but: + ▪ Mapping values valid for all migration objects ▪ Central overview and control of the migration must keep mapping in sync between - ▪ You the projects: additional effort and error-prone ▪ If you use internal numbering for a migration object, you can only upload this mapping after it has been created ▪ Distributing migration objects across multiple projects does not improve performance. See KBA 3065607 © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3 Best practices and challenges Enhancing data migration performance Recommendations ▪ Do not start the migration of all objects in a migration project in parallel. There is a sequence for migrating objects, because of the dependencies between objects. ▪ Parallelization is meant for migration objects with high data migration volumes. ▪ Try to prevent many people working in parallel on separate migration projects. ▪ Try to avoid that users trigger multiple activities for several projects in same data migration context. ▪ Consider that uploading multiple objects in parallel can flood the job queue. ▪ In our experience, it delivers better results to migrate one object with the full number of jobs, complete the data migration, and then start migration of the next object. ▪ Even if you assign a higher number of data transfer jobs to run in parallel, the effect on performance depends on the overall system load. ▪ Consider that additional activities might be running in the system that also fill the process queue. ▪ If you experience performance problems, consider executing the data migration at times when the system has a low workload. KBA 2878945 and KBA 3065607 provide information on parallelization of XML file loads and improving the performance of the data transfer © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4 Best practices and challenges System types No transport functionality is available for migration projects in SAP S/4HANA Cloud Dev system Test system Production system* ▪ Create/recreate the project ▪ Fill the staging tables ▪ Process the mapping tasks ▪ Simulate ▪ Migrate ▪ Validate the migrated data * migrated data can not be deleted from the production system © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5 Best practices and challenges Plan your project go-live ▪ Check the upgrade and maintenance schedule before migration to a production system ▪ To reduce errors throughout data migration in SAP S/4HANA Cloud use the SAP S/4HANA migration cockpit ▪ The Migrate your Data – Migration Cockpit app is available in read-only mode during SAP S/4HANA Cloud upgrades 2-System Landscape 3-System Landscape Please check the upgrade schedule linked in KBA 2996675 Note: It is not possible to run a data in migration blue-green deployment. See SAP Note 3024158 © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6 Best practices and challenges Mass change The APIs used with migration cockpit are APIs to create data. The update of existing data is therefore not supported. Mass change is available after an initial data migration. Search for “mass maintenance” to see for which object the mass maintenance app is available http://help.sap.com/S4_CE_MO Check the migration object documentation, for example Customer or Product © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7 Best practices and challenges Migration object updates Content is permanently adapted and therefore the templates used in one release might no longer be used with higher releases. You can see the change overview for the particular release or for particular migration object. SAP S/4HANA Cloud – Release Comparison of Migration Object Templates © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8 Best practices and challenges Migration object updates If a migration object update is required, you will get a pop-up message when any action is triggered (download template, simulate, migrate). As described in the message, go to the migration object screen and start the Update there. Always use the latest migration object templates for your release. As the content is always updated, the templates from previous releases may not correspond to the updated migration object structure. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9 Best practices and challenges Migration object updates Alternatively, you can go to the migration object screen and click Check for Updates © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10 Best practices and challenges Object dependencies During project creation Predecessors are also listed in the migration object documentation http://help.sap.com/S4_CE_MO In our example, the migration object Product was used. After adding the predecessors © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11 Best practices and challenges Mapping download/upload You can work on mapping tasks not only in the migration cockpit but also on your local computer using the download/upload functionality. 1. Download templates/download values 2. Edit values in XML 3. Upload the XML file to the migration cockpit 4. Confirm values automatically/ Replace existing values Blog: Maintaining the mapping values with download/upload functionality – SAP S/4HANA migration cockpit © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12 Best practices and challenges Key takeaways In this unit you have learned ▪ How to set up your project ▪ How to enhance data migration performance ▪ How to mass change the data after migration ▪ How to update the migration objects and where to find migration object dependencies © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 13 Thank you. Contact information: open@sap.com Follow all of SAP www.sap.com/contactsap © 2023 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See www.sap.com/trademark for additional trademark information and notices. Migrating Data to SAP S/4HANA Cloud, Public Edition Unit 7: Related Apps in the Data Migration Process Related apps in the data migration process Agenda Overview Data Migration Status app Define Settings for Legacy Data Transfer app Situation Handling © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2 Related apps in the data migration process Overview Data Migration Status app Define Settings for Legacy Data Transfer app ▪ Check the statuses for all records after simulation and migration; get info about all messages ▪ Set Posting Date per Company Code in the Migration Key Date field ▪ See running jobs at a glance and get notifications ▪ For details, check KBA 2754615 – SAP S/4HANA Migration Cockpit: Information about Fix Posting Date ▪ And much more. For more details, check the Help Portal – Data Migration Status © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC ▪ Set Legacy Data Transfer Status 3 Related apps in the data migration process Data Migration Status app Application Help for Data Migration Status © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4 Related apps in the data migration process Data Migration Status app – Features The app provides the following key features: ▪ Get an overview of your migration objects and projects in real time ▪ Use filters and change view settings to drill down into reports faster ▪ See detailed statuses for all records ▪ Get info on all messages ▪ Export reports to Microsoft Excel files ▪ Click-through Tutorial (Learning Hub Subscription necessary) ▪ KBA 2681413 FAQ for SAP S/4HANA Data Migration Status App © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5 Related apps in the data migration process Data Migration Status app – Features Real-time progress monitoring and background job status Many filter capabilities Notification upon completion of migration job Audit management Ready-to-use record statistics Instance sub-structure record counts Source record linked with migration status and internal number Extended statistics Ready-made status log and no need to store and distribute the log Configure migration objects for extended statistics logging Export to Excel Export extended statistics Quick and easy failed records evaluation Validation by structure fields relevant for value conversion Smart data validation by navigation to respective SAP Fiori app © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6 Related apps in the data migration process Data Migration Status app – Statistics ▪ Filter the uploaded content by: – migration period – migration project – object name – record status (failed, imported, ready to import) ▪ Statistics for simulated and migrated records on instance level Indicates that 100% of records were successfully migrated Indicates that simulation or migration completed with errors Indicates that simulation completed with 100% success and the records are ready to be imported Blog: Data Migration – Status Monitoring © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7 Related apps in the data migration process Data Migration Status app – Extended statistics Export the report, including statistics, to Microsoft Excel files. ▪ Video: Extended Statistics in 'Data Migration Status' app ▪ Blog: Extended Statistics in 'Data Migration Status' app © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8 Related apps in the data migration process Define Settings for Legacy Data Transfer app Before you go live with SAP S/4HANA, you may want to initially transfer open balances and open postings from a legacy system to your SAP S/4HANA Cloud system. You transfer such data using the SAP S/4HANA migration cockpit. To enable the cockpit to properly transfer your legacy data, enter the dates on which you want to complete all preparatory activities for each company code before the actual data transfer. 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. Documentation via Configuration Help button © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9 Related apps in the data migration process Situation Handling When simulation or migration is completed, a notification is displayed that the data migration results are available. If you click it, you will be redirected to the Data Migration Status app for more details. “Data Migration Complete” notification is preactivated for the Data Migration Status app Situation Handling Template: CA_DATA_MIGRATION_STEP_COMPLETED Help portal: Situation Handling for data migration © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10 Related apps in the data migration process Key takeaways In this unit you have learned ▪ The additional apps that help you in your data migration task ▪ The capabilities of the Data Migration Status app and Define Settings for Legacy Data Transfer app ▪ Notification from Situation Handling © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11 Thank you. Contact information: open@sap.com Follow all of SAP www.sap.com/contactsap © 2023 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See www.sap.com/trademark for additional trademark information and notices. Migrating Data to SAP S/4HANA Cloud, Public Edition Unit 8: Options for Supporting Additional Requirements Options for supporting additional requirements Agenda Remote database connection Extensibility Migration Object Modeler Customer influence © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2 Options for supporting additional requirements Remote SAP HANA database connection Remote SAP HANA Database Schema ▪ Select this option if you want to fill the staging table with data using your preferred tools ▪ System will generate staging tables in a remote SAP HANA DB schema Required Setup 1. SAP BTP Settings − Create SAP HANA Cloud instance − Create Communication User and assign corresponding roles 2. SAP S/4HANA Cloud Setup − Create communication system with BTP credentials − Create communication arrangement SAP_COM_0678 − Set up outbound communication user © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3 Options for supporting additional requirements System setup – remote SAP HANA database connection SAP BTP Staging table 1 Staging table 2 via SAP HANA Cloud instance ODBC 3 Data extraction and fill of staging tables via SAP or third-party tools, or Microsoft Excel XML/CSV template files Customer Application data © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC SAP S/4HANA Cloud ODBC SAP S/4HANA migration cockpit Staging table 3 ... Remote SAP HANA DB schema* Data Source(s) Staging table creation for selected migration object 4 1 Select Remote SAP HANA Database Schema for your migration project Read Access Status Update 6 of Record Application interface 5 Insert / Update via API Application tables * Prerequisites: ▪ SAP Business Technology Platform (BTP), SAP HANA Cloud instance ▪ Communication arrangement (service) SAP_COM_0678 Hint: Follow the setup instructions in Process Navigator for solution process 2Q2 https://me.sap.com/processnavigator/SolP/2Q2 4 Options for supporting additional requirements Comparison of local and remote database connection Connection Location for the staging tables Tables filled via Local SAP S/4HANA Database Schema Staging tables will be created in same HANA DB schema as SAP S/4HANA Cloud, public edition. ▪ XML template files ▪ CSV template files Staging tables will be created in the separate SAP HANA Cloud instance. ▪ 3rd party tools (staging tables can be accessed via DB layer) ▪ XML template files ▪ CSV template files Standard use case Remote SAP HANA Database Schema* Specific customer use case * SAP recommends to minimize the network latency between SAP S/4HANA Cloud and the remote SAP HANA database, as a general increase in network latency will negatively impact the performance of a migration. E.g. an SAP HANA Cloud instance should be located in the same data center as the SAP S/4HANA Cloud system. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5 Options for supporting additional requirements Key user extensibility – Custom fields support Key user extensibility SAP S/4HANA migration cockpit ▪ Business expert or implementation consultant can use the Custom Fields app to create additional fields ▪ Some migration objects support these custom fields – check migration object list (details next slide) ▪ Example: Add product-related bonus to product master data, see video ▪ If supported, custom fields will automatically be reflected in the template of the corresponding migration object © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6 Options for supporting additional requirements Custom fields support – Available migration objects List of available migration objects with custom field support http://help.sap.com/S4_CE_MO © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7 Options for supporting additional requirements Custom fields support – Check for Custom Fields ▪ Use Check for Custom Fields to update migration object ▪ On History tab, find detailed messages © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8 Options for supporting additional requirements SAP S/4HANA migration object modeler SAP Fiori app to enhance migration objects used in SAP S/4HANA migration cockpit Add a standard field, which is currently not supported by the migration object, but is available in the API Available for migration objects: Customer, Supplier, Product General Information – list of released migration objects: SAP Note 2999428 Additional role SAP_BR_ADMINISTRATOR required Step-by-Step guide with an example in KBA 3216716 If a migration object or field is not listed in the SAP Note above, follow the procedure for feature requests (see KBA 2676589). © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9 Options for supporting additional requirements SAP Notes for migration objects – Details on which fields are available SAP Notes for released migration objects: ▪ SAP Note 3020259: Customer ▪ SAP Note 3019787: Supplier ▪ SAP Note 3263101: Product Only the migration objects listed in SAP Note 2999428 are supported by the app. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10 Options for supporting additional requirements SAP S/4HANA migration object modeler © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11 Options for supporting additional requirements Request a new feature, request a new migration object Request any idea or feature on our Customer Influence page Please vote for other ideas to help us prioritize them! © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12 Options for supporting additional requirements Key takeaways In this unit you have learned ▪ What the different option for database connection comprises ▪ How migration objects support custom fields ▪ What the SAP S/4HANA migration object modeler is used for ▪ What to do if you have further requests © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 13 Thank you. Contact information: open@sap.com Follow all of SAP www.sap.com/contactsap © 2023 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they should not be relied upon in making purchasing decisions. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies. See www.sap.com/trademark for additional trademark information and notices. Migrating Data to SAP S/4HANA Cloud, Public Edition Unit 9: Summary and Outlook Summary and outlook Agenda Outlook: migrate data directly from SAP system Data migration process in SAP S/4HANA migration cockpit Checklist for data migration project Further resources © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2 Summary and outlook Outlook: migrate data directly from SAP system to SAP S/4HANA Cloud, public edition ▪ Migration approach now available in SAP S/4HANA Cloud, public edition within Early Adopter Care Program as of 2302 ▪ Connects via communication arrangement to SAP ERP source system ▪ Registration page: Influence Opportunity Homepage – Customer Influence (sap.com) ▪ More information (prerequisites and available objects): SAP Note 3252723 – SAP S/4HANA Migration Cockpit – Direct Transfer for Public Cloud We are looking for customers in realize phase for migrating an SAP ERP system or partners for own tests. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3 Summary and outlook SAP S/4HANA migration cockpit – Migration process SAP S/4HANA Cloud, public edition SAP S/4HANA Cloud, private edition Select migration objects Get data SAP Business Suite Map and transform data Model and design to reflect custom requirements* Simulate Migrate SAP S/4HANA Legacy *Migration Object Modeler available for SAP S/4HANA and SAP S/4HANA Cloud, private edition. For SAP S/4HANA Cloud, public edition limited functionality – check SAP Note 2999428. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4 Summary and outlook SAP S/4HANA migration cockpit – Facilitate business data migration Tool of choice for migration to SAP S/4HANA Preconfigured migration content specific to SAP S/4HANA Integrated in SAP Activate methodology Guided and safe migration Flexible and extendable Part of SAP S/4HANA and SAP S/4HANA Cloud (included in these licenses) Comprehensive set of preconfigured migration objects, such as customers, suppliers, and so on Proven methodology integrated in SAP Activate roadmap Step-by-step guidance through the migration process Ability to use custom field support for existing migration objects Best practices Preconfigured migration objects Migration Object Modeler for specific migration objects Ready-to-use solution Support customers with new implementations Facilitate initial data load ensuring a consistent end user experience and a simplified data migration Automated mapping between source data and SAP S/4HANA target values © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC Data validation to ensure high data quality and consistency Lower cost, project duration, and risk for our customers 5 Summary and outlook Checklist for data migration project – In a nutshell Get an Overview Understand Prioritize & Focus Simplify Align © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC ▪ Which migrations objects are relevant? ▪ How many records do we have? ▪ Do we migrate them manually or automatically? ▪ Do we have the necessary resources to prepare and migrate them? ▪ Have all required processes been discussed and set up in the system? ▪ Do I have the knowledge to do my daily business in the new system? ▪ Do I understand the concepts and processes of the new system? ▪ What are the dependencies between the migration objects? ▪ Which migration objects are really business-critical? ▪ Which records are really business-critical? ▪ What is the single most important next step? ▪ Can migration tasks be simplified or automated? ▪ Can we reduce the administrative workload? ▪ Can we reduce the business workload? ▪ Have we aligned and communicated a common project and cutover plan? ▪ Have dependent streams aligned on a migration approach and the exchange of relevant mappings and information? 6 Summary and outlook SAP S/4HANA migration cockpit – Resources to start with Data Migration Landing Page on SAP Help SAP Community Topic Page SAP S/4HANA Migration Cockpit Cookbook ▪ Access documentation – Application Help ▪ Find Frequently Asked Questions ▪ Get guidance on data migration ▪ Write a blog posts ▪ View additional slide decks and training information ▪ Ask a question ▪ Details on how to use the Migrate Your Data – Migration Cockpit app ▪ https://community.sap.com/topics/ s4hana-migration-cockpit/ ▪ SAP S/4HANA Migration Cockpit Cookbook ▪ http://help.sap.com/S4_CE_DM © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7 Summary and outlook SAP S/4HANA migration cockpit – Further resources Standard presentation Migrate Your Data to SAP S/4HANA Cloud, public edition Available migration objects http://help.sap.com/S4_CE_MO Migration template samples Staging* Link List – Further Useful Documentation Migration object changes release comparison* Migration of Financial Accounting Master and Transactional Data Data Migration Status app http://help.sap.com/S4_CE_DM_STATUS Video Library for data migration Click through demo: Introducing the SAP S/4HANA Migration Cockpit** * For customers and partners only ** A one-time registration in SAP Learning Hub, edition for SAP Enterprise Support, is required. A detailed step-by-step guide on how to register. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8 Summary and outlook Bottom line DATA MIGRATION IS NECESSARY It is one key task during the transition to SAP S/4HANA. Unfortunately, it is often underestimated. It is not done just by pressing a button. Make sure to understand your data migration requirements early and plan for them accordingly. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9 Summary and outlook Key takeaways In this unit you have learned ▪ About the outlook for migrating data directly from an SAP system ▪ The summary for the SAP S/4HANA migration cockpit ▪ Where to find further information Thank you for participating. The openSAP course “Migration Data to SAP S/4HANA Using the Migration Cockpit” starting 27 September 2023 will take a detailed look at the SAP S/4HANA migration cockpit in SAP S/4HANA and SAP S/4HANA Cloud, private edition. This 3 week course deals with the functionality, including different migration approaches and modeling environment. © 2023 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10 Thank you. 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