DSP Enablement – Common/Collect
Training Manual
Version 7.0.1a
Software Release Date: October 31th, 2018
Syniti
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Document History
Version
1
2
3
4
5
6
Author
Thomas
Janka /
Logan Buck
Date
10/17/2016
Thomas
Janka
8/22/2017
Thomas
Janka
10/23/2018
Thomas
Janka
Derek Lundy
Kathleen
Hevener
Reviewer
Date
Approver
Date
2/7/2018
1/11/2019
9/23/2019
Thomas
Janka
Thomas
Janka
1/23/2019
10/18/2019
Comments
First
Publication
Updates to
reflect use on
AWS Servers
Updates reflect
software
version 6.6.3
Updates reflect
software
version 6.7.1
Updates reflect
software
version 7.0.1
Modified for
Xylem Training
Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page i
Table of Contents
Overview ................................................................................................................................................................................................................ 1
Who Should Use This Manual?...................................................................................................................................................................... 1
Objective ................................................................................................................................................................................................................ 1
Overview of the BackOffice Associates Data Migration Methodology ......................................................................................... 2
BOA™ Data Stewardship Platform™ 7.0 Overview .......................................................................................................................... 2
Overview of the BackOffice Associates Data Migration Methodology ......................................................................................... 4
Source Methodology..................................................................................................................................................................................... 4
Target Methodology ..................................................................................................................................................................................... 4
BOA™ DSP Training Overview ...................................................................................................................................................................... 4
Process Session: Using Common to setup Databases and Data Imports ..................................................................................... 5
Create connections and register sources in Common......................................................................................................................... 5
Review Legacy Source Connection ..................................................................................................................................... 5
Register Target Database in Data Source Registry ...................................................................................................... 6
Set up Targets and Sources in Collect ........................................................................................................................................................ 7
Register Target Database in Collect ................................................................................................................................... 8
Add Source Database to Target Database ....................................................................................................................... 8
Identify a Table to Import from Source to Target ........................................................................................................ 9
Add Tables Using a Group ...................................................................................................................................................... 9
Manage Schedules ...................................................................................................................................................................11
Create a Custom Schedule.......................................................................................................................................................... 11
Create a Refresh Schedule for a Single Table..................................................................................................................... 13
Create a Refresh Schedule for a Target Source ................................................................................................................. 13
Refresh Manually........................................................................................................................................................................... 14
Refresh from Target Level ......................................................................................................................................................... 14
Refresh Individual Tables .......................................................................................................................................................... 14
Self-Directed Exercise............................................................................................................................................................ 15
Scenario ........................................................................................................................................................................................................... 15
Add Rules in Collect ................................................................................................................................................................ 15
Add an Action for a Table........................................................................................................................................................... 15
Pre-Test ..................................................................................................................................................................................................... 15
Implement ................................................................................................................................................................................................ 15
Groups & Build Views .....................................................................................................................................................................................16
Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page ii
Publish Views to sdbSouthwindXX ................................................................................................................................ 16
Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page iii
Overview
This class is designed to provide an introduction to the DSP™ Common and is the first manual in the
BackOffice DSP Enablement training course.
The BackOffice Associates™ (BOA) Data Stewardship Platform (DSP ®) 7.0.1 contains functionality
used to support the value that BOA consultants bring to our customers to deliver the core data
quality, data transformation and information governance functionality required by business users.
Use the process described in this manual as closely as your client will allow. This will ensure BOA
projects are using a common approach, simplifying implementation for all consultants and
maximizing the re-use of knowledge and processes going forward.
Who Should Use This Manual?
This manual is intended for the novice developer to become familiar with the BOA Data Migration
Implementation. The course reviews the steps of data migration as they pertain to and should be
implemented on a migration project.
Objective
This training is designed to provide the participant with a foundation and understanding of the
steps and processes used to perform a successful data migration.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 1 of 17
Overview of the BackOffice Associates Data Migration
Methodology
Migration Methodology Overview
BOA methodology requires the use of Microsoft SQL Server® and DSP™ to make source data
business ready for loading into any target system. The high-level steps involved in BOA’s migration
methodology are as follows:
BOA™ Data Stewardship Platform™ 7.0 Overview
The exercises provide hands on interaction with the DSP 7.0 features along with explanations and
details on their usage. Once mastered, these skills will be used in the BOA methodology process.
This training includes the setup and activities for a data migration from a legacy source system to a
new implementation of an ERP Target system using Microsoft SQL.
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confidential and proprietary information and reproduction is prohibited unless authorized by BackOffice Associates®.
Other names appearing within the product manuals may be trademarks of their respective owners.
Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 2 of 17
•
•
•
•
•
•
•
•
•
•
•
•
•
Setting up Basic Security
Understanding the Wave, Process Area and Object hierarchy
Import and Design Target in Design
Configure Basic Rules in Design for overall business and data quality
Sync Design to Map
Map all Fields in Map
Approve and Reject Mappings on the Quick Panel
Auto-generate and Manual creations of SQL rules
Review auto created objects in Transform
Registration of manually created objects in Transform
Create SQL source and target reports
Register a report for Report Delivery in Transform
Create SQL remediation rules and register in Transform
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confidential and proprietary information and reproduction is prohibited unless authorized by BackOffice Associates®.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 3 of 17
Overview of the BackOffice Associates Data Migration
Methodology
BackOffice Associates® has developed a standard proven methodology for successfully completing
data conversion projects – even those with large numbers of source (legacy) systems and very
large volumes of data.
Listed is a high-level summary of that methodology. It requires the use of Microsoft SQL Server®
and DSP to take source data and make it business ready for loading into a target ERP system. The
high-level steps involved in the BOA™ DSP methodology are:
1. Create Databases for all Source Systems.
2. Import all rows all columns of Source into Source Repository.
3. Create ERP Module databases in SQL.
Source Methodology
4. Create Assemble Packages to Import Sources.
5. Register Source to Target in Design.
6. Analyze Source data in SQL, sorting data fields ascending and descending looking for
inconsistencies.
7. Register and Execute Source reports in Transform. (dspMigrate)
8. Register and Execute the Insert Rule view in Transform. (dspMigrate)
9. Remove Source Data from Target with a Delete Rule created as a SQL view.
10. Register and Execute the Delete Rule in Transform. (dspMigrate)
11. Process entire Source as a repeatable process.
Target Methodology
12. Analyze the Target data in Transform by sorting data fields ascending and descending, looking
for inconsistencies.
13. Create Target Validation reports using a SQL view, for both informational and data
inconsistencies.
14. Register and Execute the Target reports in Transform.
15. Create Target Rules to cleanse data. Prior to an ERP Migration, Data should be:
 Business Ready
 Business Relevant
 System Ready
16. Register the Update rules and execute them in Transform.
17. Process entire Target as repeatable process.
BOA™ DSP Training Overview
The DSP Training begins with separate Skills Sessions that encompass the individual skills used to
create the objects necessary to a data migration. These skills are broken down into the following:
•
•
•
Define Target
SQL Insert Rule Views
SQL Delete Rule Views
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 4 of 17
•
AutoGen Rules
•
Manual Rules (SQL Views)
•
Registering Manual Rules in Transform
Once mastered, these skills will be utilized in the BOA™ Methodology process where each object is
created and run in SQL Management Studio and then registered in Transform and executed. Also,
an understanding of how to use the AutoGen feature within the DSP and review of what happens
when using this feature.
Process Session: Using Common to setup Databases and Data
Imports
The instructor will demonstrate the entire methodology in an interactive session by adding a new
source system, the sdbSouthwindXX, and importing data from the Country, Product, Region,
Shipper and Supplier tables.
•
•
•
•
•
Creating connection to legacy source for data retrieval
Registering the Target Database
Adding tables to be imported from the source
Refreshing the tables manually
Creating custom schedules
NOTE: Source table refers to the table where the data is coming from, and target refers to the table
where data is going.
Create connections and register sources in Common
Review Legacy Source Connection
Create the DSP™ Data Source for the specific external database which will be used by all trainees for
the remaining exercises.
NOTE: XX are the last two digits of the Training ID number given to each participant at the
beginning of class and should be used to replace XX references in the document.
(Ex. Training305 = XX would be 05)
NOTE: The connection exists; this exercise is to familiarize trainees with where legacy source
connections are created if they do not exist.
To review the connection to the source data:
1.
2.
3.
4.
5.
DSP will open on the landing page.
Click Common on Navigation Pane.
Click Configuration on Navigation Pane.
Click Data Source Registry on Navigation Pane.
Locate Southwind in Data Source Registry.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 5 of 17
Southwind Data Source in Data Source Registry
6. Click Vertical View
icon.
Southwind Data Source Vertical View
7. Click Test Connection
icon on Page Toolbar.
8. Test connection message displays; click OK.
9. Close Vertical view.
Register Target Database in Data Source Registry
To register the Target Database:
1. Click Add button on Page Toolbar.
2. Enter sdbSouthwindXX in Name field.
NOTE: XX indicates you should enter the last two digits of your training id.
3. Select Migration Source Database (sdb%) from Application Data Source Type list box.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 6 of 17
Target – Data Source Registration
4.
5.
6.
7.
8.
Click Save button on Page Toolbar, the Vertical View displays.
Enter sdbSouthwindXX in Database field.
Select Southwind from System Type list box.
Click Advanced Settings tab.
Verify the System Views checkbox is enabled.
Target Vertical View – Data Source Registry
NOTE: If the DSP™ database resides on a separate server System Views should be disabled
(unchecked).
9. Click Save button on Page Toolbar.
10. Verify sdbSouthwindXX is highlighted, click Test Connection
11. Test connection message displays, click OK.
Set up Targets and Sources in Collect
icon on Page Toolbar.
Collect is a data repository management component that is a core entity of many DSP™ product
offerings. Collect maintains a unified collection of data from multiple, disparate systems without
requiring users to connect to the actual systems. It can be configured to extract the data at
scheduled intervals and at an individual table level. In this way, the data can be kept in sync based
on the processing schedule of each data source. Collect also contains import groups to organize and
manage sets of tables.
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confidential and proprietary information and reproduction is prohibited unless authorized by BackOffice Associates®.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 7 of 17
Register Target Database in Collect
To register the Target Database:
1.
2.
3.
4.
Click DSP Site Link.
Click Collect on Navigation Pane.
Click Add button in Parent Pane.
Select sdbSouthwindXX from Target list box.
Target Registration - Collect
5. Click Save button on Page Toolbar.
6. Verify sdbSouthwindXX is highlighted, click Test Connection
icon on Page Toolbar.
7. Test the Target database connection message displays, click OK.
Add Source Database to Target Database
To add a Source Database:
1.
2.
3.
4.
5.
Click sdbSouthwindXX one time in Parent Pane to highlight target.
Click Add button in Dependent Pane.
Select Southwind from Source list box.
Verify SQLSERVER is selected from Connection Type list box.
Select Southwind from System Type ID list box.
NOTE: Schema Owner defaults to dbo, this is correct.
6. Verify Active checkbox is enabled.
Source Registration - Collect
7. Click Save button on Dependent Pane Page Toolbar.
8. The Vertical View displays.
9. Click Save button on Page Toolbar.
10. Close Vertical View.
11. Click Test Connection
icon on Dependent Pane Page Toolbar.
12. Test the Source database connection message displays, click OK.
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confidential and proprietary information and reproduction is prohibited unless authorized by BackOffice Associates®.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 8 of 17
Identify a Table to Import from Source to Target
To identify a table to import:
1.
2.
3.
4.
Click Tables
icon for Southwind source in the Dependent Pane.
Click Add button on Page Toolbar.
Enter Country in Table field.
Select Cranport from Package Type list box.
NOTE: Priority defaults to 99999, decrement priority by one for each subsequent table when
adding them one at a time.
5. Verify Active check box is enabled.
Source Table Import
6. Click Save button on Page Toolbar.
7. Click Cancel button on Page Toolbar.
8. Click Build Package
icon on Page Toolbar.
9. Build Package message is displayed, click OK.
10. Click Refresh
icon on Page Toolbar.
11. Refresh all data for table message is displayed, click OK.
NOTE: Record count should update once completed.
Source Table – After Refresh
12. Click View Data
icon to verify data was pulled correctly.
13. Click Browser Back button.
Add Tables Using a Group
The import group table(s) process imports system type group tables from Common into Collect to
facilitate the process of adding sources. This process also imports the table’s indices and rules.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 9 of 17
To utilize a group to add tables to a Target Source:
1. Click Browser Back button.
2.
3.
4.
5.
6.
Click Import Group Tables
icon, on Dependent Pane Page Toolbar.
Select Southwind from System Type Group ID list box.
Select Do Not Run from Schedule ID list box.
Click Publish Rules checkbox to enable.
Click Save button on Page Toolbar.
7. Click Import Group Tables
icon.
8. Import group tables message displays, click OK.
9. Click Tables
icon for Southwind source in Dependent Pane.
Group Import
10. Select all tables added by Group Import, using Shift + Click.
11. Click Build Package
icon on Page Toolbar.
12. Build download package for table message displays, click OK.
13. Click Refresh
icon on Page Toolbar.
14. Refresh all data message displays, click OK.
15. Troubleshoot and fix the error until the refresh displays a Procedures Completed
icon.
16. Verify all record counts for all tables listed.
status
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 10 of 17
Verify Record Counts
Manage Schedules
Schedules added in Common can be used across all dspMigrate™ components that have schedules,
such as refreshing a source in Collect. Schedules can recur on several intervals, including every few
minutes, every Tuesday and Thursday, and every October 19th.
Create a Custom Schedule
To create a custom schedule:
1.
2.
3.
4.
5.
6.
7.
8.
Click DSP Site Link.
Click Common on Navigation Pane.
Click Tools on Navigation Pane to expand.
Click Schedules on Navigation Pane.
Click Add button on Schedules page.
Enter TrainingXX for Name field.
Enter TrainingXX – Wednesday at 9:00PM for Description field.
Select Weekly – Recur every ## week(s) on specific weekdays from Recurrence ID list box.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 11 of 17
Custom Schedule Setup - Common
9. Click Save button.
10. Click Recurrence ID Link that generated during Save process.
11. Click Edit button.
12. Enter 1 for Interval field.
13. Click Set Time field to display Time Setting Sliders, set to 9:00PM.
14. Click Wednesday check box to enable schedule.
15. Click Save button.
Schedule Configuration
16. Close Vertical View.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 12 of 17
Create a Refresh Schedule for a Single Table
Schedule Groups are used for scheduling a subset of tables and/or to download tables in single
thread. Schedule Groups can also be used for business needs to split tables into business teams.
Once the schedule group has been defined, assign the group to a table.
To create a refresh schedule:
1. Click DSP Site Link.
2. Click Collect on Navigation Pane.
3. Select sdbSouthwindXX target by clicking one time to select.
4. Click Tables
5.
6.
7.
8.
9.
icon in Dependent Pane for Southwind source.
Click Vertical View icon for Product table.
Click Advanced Setting tab.
Click Edit button on Page Toolbar.
Select TrainingXX – Wednesday at 9:00PM from Schedule ID list box.
Click Save button on Page Toolbar.
Refresh Schedule added to Single Table
10. Close Vertical View.
NOTE: The Product table will now refresh on Wednesday without user interaction.
Create a Refresh Schedule for a Target Source
To create a source refresh schedule:
1. Click Browser Back button.
2.
3.
4.
5.
Click Vertical View icon for Southwind source in Dependent Pane.
Click Edit button on Page Toolbar.
Click Advanced Settings tab.
Select Run Sunday & Wednesday at 10PM from Schedule ID list box.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 13 of 17
6. Click Save on Page Toolbar.
7. Close Vertical View.
NOTE: Southwind source database will now refresh to the sdbSouthwindXX target on Sunday &
Wednesday without user interaction.
Refresh Manually
Refreshing targets, sources and tables manually is often a necessary task; however, it can be
detrimental to a server if a target is refreshed with a large amount of sources, or a large amount of
data. Therefore, it is always best practice on a project to verify with a system administrator before
manually refreshing any data. Refreshing table can occur at the individual level or at the target
level.
Refresh from Target Level
Refreshing at the Target Level will extract a copy of data from all registered sources and load into
target.
To refresh target manually:
1. Verify sdbSouthwindXX target is selected in Parent Pane.
2. Click Refresh
icon on Parent Pane Page Toolbar.
3. Refresh of all active sources/tables message displays, click OK.
4. Successful refresh displays Procedures Completed status icon.
NOTE: Every source and every table attached to those sources have been refreshed.
Refresh Individual Tables
Refresh an individual sdbSouthwindXX table. When refreshing an individual table, it is refreshed
immediately.
To refresh a table manually:
1. Click Tables
icon for the Southwind source in Dependent Pane.
2. Locate Product table.
3. Click Refresh
icon on Page Toolbar.
Refresh Table
4. Once Processing is complete, the Procedures Completed status icon displays.
NOTE: You can quickly determine the last processing date and time by viewing the Completed field
for any table.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 14 of 17
Self-Directed Exercise
The following self-directed exercise is to ensure the main tasks in Common and Collect are
understood.
The exercise reaffirms the following concepts:
•
•
•
Add Tables using Collect
Refreshing Data
Creating and Modifying Schedules
Scenario
The client just informed you that she has identified 2 new tables in Southwind that contain legacy
data that needs to be part of the migration process. The tables identified are EmployeeTerritory
and EmployeeTitle. She informs you that the data changes frequently and that she would like the
tables to contain the previous week’s data loaded by Monday morning of each week. If you could
refresh the data every Sunday around 8:00 pm (enter time based on 24hr clock), that would ensure
any weekend work is included in the data refresh.
Add Rules in Collect
Rules are registered to a Target Source to change or customize the Target Source tables. Create new
rules using the following naming
convention: [Database].[dbo].[RulePrefix][TableName]_[FieldName]_[Description][Action].
Register the rule after data has been downloaded by the package.
NOTE: Collect rules require database and a schema owner prefix for the rule to process correctly.
Add an Action for a Table
Pre-Test
To view the leading zeros:
1. Click Collect on Navigation Pane.
2. Locate and select sdbSouthwindXX.
3. Click Tables
icon for Southwind source in Dependent Pane.
4. Locate and select Product table.
5. Click View Data
icon.
NOTE: The ProductID column data has leading zeros. In order to match other records on this key
field the leading zeros must be removed.
Implement
1. Click Browser Back button.
2.
3.
4.
5.
Click Rules
icon for Product table.
Click Add button.
Enter 10 in Priority field.
Enter DSPCommon.dbo.apiActionRemoveLeadingZeroesUpd in Rule field.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 15 of 17
6. Verify Rule Type is set to Action from list box.
7. Verify Precedence is set to After from list box.
8. Select ProductID from Fieldname list box.
9. Verify Active checkbox is enabled.
10. Click Save button on Page Toolbar.
11. Click Browser Back button.
12. Verify Product table is selected, click Refresh
icon on Page Toolbar.
13. Refresh all data for table message displays, click OK.
14. Click View Data
icon to verify rule executed properly.
15. Click Browser Back button.
NOTE: Remove leading zeros can also be done as a rule in Transform.
Groups & Build Views
Groups are logical groupings of tables, such as Customer or Vendor.
Advance build is used to store View Builds and to join in Transform Param settings for runtime
settings instead of using a hard-coded value in a Where Clause. The Advance Build feature is
primarily used for Data Migration Teams that require a parameter table built into the process and
to retain views built.
To view a group:
1. Click DSP Site Link.
2. Click Common on Navigation Pane.
3. Click System Types on Navigation Pane.
4. Locate BOA SAPECC system type, click Groups
icon.
5. Locate dspEnablement ProcureToPay Tables in Parent Pane, click Tables
6. Review tables in Dependent Pane.
Publish Views to sdbSouthwindXX
icon.
To publish views:
1.
2.
3.
4.
Login to SQL Server.
Locate sdbSouthwindXX.
Expand sdbSouthwindXX.
Expand Views.
NOTE: Make note of the views in the database.
5. Click DSP Site Link.
6. Click Collect on Navigation Pane.
7. Click Tools on Navigation Pane to expand menu.
8. Click Advanced View Builder on Navigation Pane.
9. Click Add button to add entry for your team database.
10. Select sdbSouthwindXX from Database for Views list box.
11. Select dgSAP from Database for Tables list box.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 16 of 17
12. Enter 900 in SAP Client field.
13. Enter E in Language field.
14. Select BOA SAPECC: dspEnablement ProcureToPay Tables from Group For View list box.
Build Views
15. Click Save.
NOTE: This identifies the 26 tables that will be created as views in the sdbSouthwindXX database.
16. Click Build View
icon on Page Toolbar.
17. All Views will be built message displays, click OK.
18. Return to SQL Server.
19. Locate sdbSouthwindXX.
20. Refresh Views and verify the views exist in the database.
NOTE: The views are created and point to the dgSAP database.
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Training Manual > DSP Enablement – Common/Collect > 7.0.1a > Page 17 of 17