professional expertise distilled
P U B L I S H I N G
SAP NetWeaver MDM 7.1
Administrator’s Guide
Uday Rao
Chapter No. 3
"Accessing the MDM System"
In this package, you will find:
A Biography of the author of the book
A preview chapter from the book, Chapter NO.3 "Accessing the MDM System"
A synopsis of the book’s content
Information on where to buy this book
About the Author
Uday Rao is an Engineering graduate with a Bachelors of Engineering Degree in
Information Technology from PESIT college, Visvesvaraya Technological University.
He started his career as a Java programmer and soon started writing Enterprise Java
Beans for the SAP MDM Enrichment Adapter.
He is a certified SAP NetWeaver MDM 5.5 Technology Consultant and is also certified
in SAP ABAP with over four years of work experience in the IT industry including over
three years work experience on SAP NetWeaver MDM.
Apart from the MDM core implementations, he has also worked on creating SAP
NetWeaver MDM Enrichment adapters, incorporating MDM Java APIs, MDM ABAP
APIs, developing SAP WebDynpro Java applications, and SAP MDM Portal integration.
His experience on other SAP technologies include: working on SAP WebDynpro ABAP,
creating and testing SAP ABAP programs for various support and development projects,
performing product testing for SAP MDM 7.1 and SAP Master Data Governance.
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He has also published SAP SDN community network blog on the SAP MDM Enrichment
Adapter titled SAP MDM Enrichment Adapter - more than just enrichment.
Contact Uday Rao:
E-mail: udayrao.28@gmail.com
LinkedIn: http://www.linkedin.com/pub/uday-rao/7/9b5/9a
Thank you Leena, Rebecca, Vincila, Dhwani, Hyacintha, Sakina,
and all the folks from Packt Publishing for giving me the opportunity
to author this book. Finally and most importantly, I would like to
thank my parents Poonam and Vittal, my brother Prateek, and my
wife Deepika for their continuous support and encouragement to
author this book.
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SAP NetWeaver MDM 7.1
Administrator’s Guide
SAP Master Data Management (SAP MDM) enables information integrity across the
business network, in a heterogeneous IT landscape. SAP MDM enables the sharing of
harmonized master data, formerly trapped in multiple systems, and ensures cross system
data consistency. This book will guide you through all the aspects of this software
making it possible for you to get optimum output.
This book is a step-by-step tutorial that shows you how to successfully administer SAP
NetWeaver MDM 7.1.
You will learn to plan and manage master data with SAP NetWeaver MDM. It will
highlight the best practices and life cycle implementation using MDM and the concepts
behind various aspects of SAP MDM administration.
What This Book Covers
Chapter 1, MDM Scenarios and Fundamentals, covers the fundamentals of Master
Data Management and discusses the various IT and Business scenarios that exist for
an MDM implementation within an organization. You will also find discussion about
repository structure, the various types of tables and some key capabilities supported by
an MDM repository.
Chapter 2, Getting to Know the MDM Console, discusses about saving the MDM server
list to a console settings file and loading this file in three different ways. Later on, you
will see how to analyze the MDM Console main window and understand its GUI
comprising of panes and tabs. Finally, you will see brief discussion about various types
of configuration settings available in MDM.
Chapter 3, Accessing the MDM System, you learn to mount and unmount the MDM
Server in a step by step manner. Then you move on to starting and stopping the MDM
server. You will understand the various properties of the MDM repository. Finally, you
will learn the repository access operations which cover: mounting and unmounting,
connecting and disconnecting, and loading and unloading an MDM repository.
Chapter 4, MDM Repository Maintenance, you learn how to how to work with MDM
repositories, fields and tables. There is also a separate section which explains about the
addition and deletion of a new table/field type Tuple introduced with MDM 7.
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Chapter 5, MDM Repository Administration, teaches various commands operated on an
MDM repository like Appropriate repository, Update repository, and Verify repository.
In addition, this chapter also talks about methods to back-up a repository like duplicating
a repository, Master/Slave concept, and repository Archive/Unarchive. This chapter also
discusses techniques that can be used to replicate a schema of a repository (without the
data) like Exporting/Importing Schema and the Change Transport System (CTS+).
Chapter 6, Server Administration, discusses the options available in configuring the
settings of the MDM server, repositories, and the backend DBMS.
Chapter 7, Import Server Administration, familiarizes the concepts and techniques used
by the MDIS for efficiently importing large source data with exception handling
capabilities. You will also learn common troubleshooting tips and tricks for resolving
problems while importing data using the MDM Import Server.
Chapter 8, Syndication Server Administration, covers the administration of the MDM
Syndication Server. This chapter starts with the features of the MDM Syndication Server
or the MDSS. Then we highlight the differences between the Syndicator and the MDSS.
Next, we describe the procedure for utilizing the MDSS and monitoring its activities.
Configuring the MDSS using the various standard and optional parameters is described
next. The last section covers simple tips and tricks for troubleshooting the MDSS.
Chapter 9, MDM System Administration, gives an overview of the security features
available in MDM 7.1. Some administrative features and functions of some system tables
are also explained in this chapter.
Chapter 10, Security, discusses about the security features of SAP MDM 7.1. We will
talk about the various aspects of security for accessing the MDM system keeping in mind
the perspective of the end users, network, auditing, and the repository's content.
Chapter 11, MDM Integration Scenarios, discusses about the MDM integration scenarios
with these SAP offerings: BI, PI/XI, and the Enterprise Portal.
Appendix, Getting Started with MDM, discusses the need for MDM and provides an
overall understanding of its key capabilities.
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Accessing the MDM System
In this chapter, you can learn how to access and control the states of the MDM
Servers and repositories using the MDM Console application. These Console
operations enable you to maintain the MDM server and its underlying repositories.
After going through this chapter, you will be able to:
•
Mount and unmount an MDM server
•
Start and stop an MDM server
•
Mount and unmount a repository
•
Connect and disconnect to a repository
•
Load and unload a repository
Accessing the MDM servers
Before we can access an MDM repository, we first need to have access to the MDM
server that is hosting the repository. For this purpose we will first talk about
accessing the MDM server. Accessing an MDM server involves mounting and
unmounting operations which we discuss in the following section.
Mounting and unmounting an MDM server
MDM server installations are accessible on the console only after they have been
mounted. Multiple servers can be mounted within a single console session. We
have a choice of mounting only those servers which need to be accessed. The server
may or may not be in a running state when mounted in your console session.
No password is required to mount a server in your console session even if it is
password protected.
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The MDM Console provides the option of saving the list of currently mounted
servers to an MDM Console Settings file. We can load this settings file in the
console session and automatically get the previously saved server(s) list mounted
as a group. Refer to Chapter 2, Getting to Know the MDM Console for a detailed
explanation under the topic the MDM Console Settings file.
An MDM server can be mounted by multiple MDM Consoles. Once an MDM server
is started from any console, it runs on the machine where it is installed and is seen as
running by all MDM Consoles that have mounted it.
We can mount an MDM server as follows:
1. Right-click on the root node (SAP MDM Servers) in the hierarchy pane tree
and choose Mount MDM Server… from the context menu:
2. Alternatively you many select the root node (SAP MDM Servers) and choose
MDM Servers | Mount MDM Server… from the main menu:
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3. MDM opens the Mount MDM Server dialog prompting for the MDM Server
input as displayed next:
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4. In the drop-down list input the region displaying the text Enter or select an
MDM Server, type the name of the MDM server (typically the name of the
machine on which the server is running) you want mounted or select it from
the drop-down list. Alternatively (for non-Windows installations), type the
name or IP address of any remote machine into the edit box in the Mount
MDM Server dialog.
5. Click on the OK button:
The drop-down list of MDM Servers shows only those servers that you
have previously mounted. If a specific server is not in the list, click on
… (Browse) button to open the Select MDM Server dialog (see next)
and select the machine on which the MDM Server has been installed
from the list of Windows machines visible on the local network.
On successful mounting of the MDM server, you will see a new server node added in
the tree structure of the hierarchy pane. Depending on the state of the MDM server,
the corresponding icon is displayed in the tree node. The different states and the
respective icons of the server node are listed in the following table:
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Status icon
State of MDM server
MDM server is stopped
MDM server is running
MDM server is in one of the following states*:
•
Server Inaccessible
•
Communication Error
•
Start Server Failed
•
Invalid
If the MDM server is inaccessible via the console even after the server
has been started, you can try unmounting and remounting the MDM
server in the console to restore connectivity.
Next we see how to unmount an already mounted MDM server:
1. In the hierarchy tree, right-click on the MDM server that you want to unmount
and choose Unmount MDM Server from the context menu. Alternatively, you
may unmount the server by first selecting its node in the tree and then clicking
on MDM Servers | Unmount MDM Server from the main menu.
Unmounting an MDM server is also possible by using the MDM Servers
pane (top-right) when the root node (SAP MDM Servers) is selected in
the hierarchy tree. Then you can right-click on the MDM Server in the
objects pane and select Unmount MDM Server from the context menu.
2. The MDM server node disappears from the tree in the hierarchy pane.
Unmounting a running MDM server while it is still running keeps the
MDM repositories mounted and loaded even while the unmounted
server remains disconnected from the console session.
Unmounting and again re-mounting an MDM server within the same
MDM Console session requires the MDM server's password to be
re-entered to perform any server-level operations (like starting and
stopping the server).
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Accessing the MDM System
Starting and stopping an MDM server
Along with the MDM Server, other auxiliary servers like MDM Import Server, MDM
Syndication Server, and MDM Layout Server can be started and stopped using the
MDM Console tool. However, starting and stopping the servers requires an OS user
and password to be entered in the Web Service Authentication dialog box.
An MDM server in stopped state (red square) can be started by using the
following steps:
1. Right-click on the stopped MDM server in the hierarchy pane and select
Start MDM Server from the context menu. Alternatively, the server can
also be started by selecting MDM Servers | Start MDM Server from the
main menu.
Starting a stopped MDM server is also possible by using the MDM
Servers pane (top-right) when the root node (SAP MDM Servers) is
selected in the hierarchy tree. You can simply right-click on the MDM
server having the status Stopped in the objects pane and select Start
MDM Server from the context menu.
2. The console application prompts you to enter the OS level User and
Password in the Web Service Authentication dialog box:
3. Enter the credentials and click on OK.
4. The state of the MDM server changes to running with the server status icon
changing from a red square to a green triangle (as shown):
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When starting an MDM server, a check is performed on each of its
mounted repositories. This requires the underlying DBMS server to
be up and running.
You can stop an MDM server when it is in running state (green triangle) as follows:
1. Stop the MDM server from the context menu by right-clicking on the server
node in the hierarchy pane. Then click on the Stop MDM Server option in
the context menu displayed:
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Accessing the MDM System
2. Alternatively, you may also stop the currently selected MDM server by
choosing MDM Servers | Stop MDM Server from the main menu:
Stopping a running MDM server is also possible by using the MDM
Servers pane (top-right) when the root node (SAP MDM Servers) is
selected in the hierarchy tree. You can simply right-click on the MDM
server having the status Started in the objects pane and select Stop
MDM Server from the context menu.
3. A pop-up SAP Instance Shutdown dialog box appears prompting for the
type of shutdown. Select the shutdown type from the following choices:
°
Hard (SIGINT)
°
Soft with timeout (SIGQUIT/SIGINT)
°
Soft without timeout (SIGQUIT)
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4. If you have selected Soft with timeout as the shutdown type then also
provide the timeout period in seconds in the input textbox.
5. Click on the OK button.
6. MDM prompts you to enter the OS user name and password in the
Web Service Authentication pop-up dialog box:
7. After entering the credentials click on OK.
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8. The server status icon changes from the green triangle to a red square
(as shown) indicating that the server is now stopped:
You can start or stop the auxiliary servers using the following steps:
1. Mount the auxiliary server by right-clicking on the node in the console
hierarchy Auxiliary Servers:
2. Select the desired auxiliary server from the context menu option Mount.
3. In the dialog box, select the auxiliary server from the drop-down menu:
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4. A new server node is appended below the Auxiliary Servers node:
5. To start the auxiliary server (for example, Import Server), right-click on it
and select the context menu option Start Auxiliary Server:
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Similarly, you can stop the auxiliary server by selecting the context menu option
Stop Auxiliary Server. A pop-up SAP Instance Shutdown dialog box appears
prompting for the type of shutdown. This is the same pop-up that appears while
stopping the MDM server as discussed previously.
In the next section, we will learn about the various properties of the MDM
repositories and the DBMS server.
MDM repository properties
Once the MDM server is started, we can see the repositories that are available in it.
Every repository has a set of properties associated with it.
In order to see the repositories, select the MDM server node in the hierarchy tree.
The objects pane (top-right) having the title Repositories displays a list of mounted
MDM repositories in a grid layout. Each repository in the list is a child of the
corresponding MDM server node selected in the hierarchy pane.
You can view the repository properties for every repository displayed in the objects
pane titled Repositories. When you select a repository in the object pane list, the
object details pane displays additional repository properties under the Repository
Detail tab. These properties are summarized as shown:
Property
Description
Name
The MDM repository name
Description
The MDM repository description
DBMS Server
The network ID of the DBMS server that is hosting the repository
DBMS Type
The DBMS brand:
•
SQL Server
•
Oracle
•
DB2
•
MaxDB
Login
The login name for the DBMS server
Password
The password for the DBMS server
Port
The TCP/IP port number on which to connect to the repository
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Property
Description
Type
The MDM repository type:
•
Normal
•
Master
•
Slave
•
Publication Slave
Languages
The languages supported by the MDM repository.
Status
The MDM repository status:
•
Disconnected
•
Unloaded
•
Loading
•
Loaded
•
Running Remotely
•
Outdated
•
Newer than MDM Server
•
Archiving
•
Unarchiving
•
Duplicating
•
Invalid
•
Busy
The Type and Port property is hidden by default in the Repositories
pane; unhide to display.
The Password property is not visible in either the Repositories or
Repository Detail panes.
The Status property is not visible in the Repository Detail pane.
A repository having the status Disconnected may only show values for the Name,
DBMS Server, and DBMS Type properties. In order to see additional property
values you must connect to the repository (See Connecting to and disconnecting from
an MDM repository under the section Accessing MDM repository of this chapter).
We now discuss in detail the DBMS server and the repository port properties listed
in the previous table.
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DBMS server
The DBMS Server property defines the network identification string of the DBMS
instance/machine/server that is used by the DBMS-specific client on the MDM
server machine to connect to the DBMS.
The DBMS Type property displays the brand of the DBMS server on which the
repository is running.
When two repositories with the same name, but located in different
DBMS servers, are mounted on the same MDM server, MDM identifies
them in the hierarchy pane of the console by appending the name of the
DBMS server in angular brackets to the repository name (for example,
Test Repository <DBMS server>).
Repository port numbers
The port property defines TCP/IP port numbers that the various MDM client
applications, MDM APIs, and OCI connections use to connect to the repository.
MDM uses three consecutive port numbers starting from the value specified. So if
you have given the port value as 2400, MDM will actually be using the ports 2400,
2401, and 2402. The starting port value can be chosen as any value in the range 2000
to 9999 as per your requirements, but be aware of the three consecutive port values
actually used by MDM. It is recommended to provide at least a gap of 3 values while
assigning port numbers to two or more repositories. It is recommended that each
repository be assigned a unique port number as only one repository can be loaded
on a port at a time.
You can assign or edit TCP/IP port numbers using the object details pane titled
Repository Detail during any of the following operations:
•
Mounting a repository
•
Creating a repository
•
Repository duplication
•
Unarchiving a repository
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CAUTION
Even though MDM allows you to mount two repositories on the same
port, it doesn't allow you to load them on the same port simultaneously.
Hence, unique port numbers should be assigned to repositories. Users
should be notified promptly about any change in the port numbers.
Now that the MDM server has been mounted, let us move on to accessing the
MDM repository.
Accessing the MDM repository
You can access the MDM repository in your console session by first mounting it.
After mounting the repository you need to connect to it in order to view the
repository's current type and state. Then you can perform various administrative
functions on it.
The MDM server must be mounted in your console session in the
running state before we can mount any repositories under it.
When you select the MDM server node in the hierarchy tree, the objects pane titled
Repositories shows the list of mounted repositories. It displays both the type and
state of only connected repositories.
Let us see how we can mount, unmount, connect, disconnect, load, and unload
repositories in the following sections.
Mounting and unmounting an MDM repository
Multiple repositories can be mounted within a single console session. It is not
necessary to mount all repositories; instead we can mount only those repositories
which are of interest to us.
When mounting an MDM repository you are required to enter the user
name and password of the underlying DBMS server in the pop-up
dialog box.
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Follow the steps given in order to mount an existing MDM repository:
1. Right-click on the MDM server node in the tree of the hierarchy pane and
choose Mount Repository from the context menu:
2. Alternatively, you can select the server node and choose Repositories |
Mount… from the main menu:
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3. In the Mount MDM Repository dialog box, you are prompted to enter the
DBMS server, User name, and Password:
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4. In the DBMS server drop-down list, select the server of the DBMS you want
to connect:
If the DBMS server is not available in the drop-down list, you can add a
new DBMS server by clicking on the … button. MDM displays the Select
DBMS Server pop-up as illustrated with the buttons Add, Remove, OK,
and Cancel. By clicking on the Add… button, you can add a DBMS server
and its corresponding DBMS type in the Add DBMS Server dialog box
(see next). The newly added server henceforth appears in the DBMS
Server drop-down list of the Mount MDM Repository dialog box.
5. After choosing the DBMS server, enter the DBMS User name having the
system administrator privileges on the selected server and the corresponding
user password. Then click on the Next button.
6. If the credentials for the DBMS server are correct, MDM disables the DBMS
server, User name, and Password fields, and enables the Repository name
and Port fields:
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7. You can select the MDM repository you want to mount from the Repository
name drop-down list.
8. Enter the TCP/IP port number in the Port textbox.
9. Click on the Finish button to mount the MDM repository.
10. A new node for the MDM repository gets added to the hierarchy tree as a
child of the MDM server node. The repository is added in a disconnected
state with a gray lock (as shown) in the status icon in the hierarchy pane:
Next, let us see the reverse process that is unmounting an MDM repository. In order
to unmount a repository, it must be in the unloaded state.
Follow the steps to unmount a mounted repository:
1. In the hierarchy tree, right-click on the MDM repository, and choose
Unmount Repository from the context menu. Alternatively, you can
also select the tree node and choose Repositories | Unmount from the
main menu.
2. MDM removes the repository node from the hierarchy tree.
Once you unmount a repository, the port on which it was mounted
is freed and can be used to mount other repositories.
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Connecting to and disconnecting from an
MDM repository
Once the MDM repository is mounted, you must connect to it for any further
repository operations.
To connect to a disconnected MDM repository (gray lock):
1. Right-click on the MDM repository node in the hierarchy tree and choose
Connect to Repository from the context menu:
2. Alternatively, you can first select the repository tree node and choose
Repositories | Connect from the main menu:
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Connecting to an MDM repository is also possible by using the
Repositories pane (top-right) when the server node is selected in the
hierarchy tree. You can simply right-click on the repository having
the status Disconnected in the objects pane and select Connect to
Repository from the context menu.
3. You are prompted to enter the repository User and Password credentials in
the Connect to MDM Repository dialog box:
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4. If the user and password are correct, the status icon of the MDM repository
in the hierarchy tree changes to reflect its current type and state.
5. The Tables and Table Detail panes are populated with table information for
the connected MDM repository.
To disconnect from an MDM repository:
1. In the hierarchy tree, right-click on the MDM repository and choose
Disconnect from Repository from the context menu:
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2. Alternatively, you may select the tree node and choose Repositories |
Disconnect from the main menu:
3. The repository status icon changes to a gray lock indicating that the
repository is now disconnected from the Console:
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Loading and unloading an MDM repository
After an MDM repository has been mounted and connected, the next step is to load
the repository before performing data entry activities by the clients on the network.
An MDM repository can be simultaneously mounted by multiple
MDM servers. But once a repository has been loaded on a particular
MDM server, it cannot be loaded on any other MDM server having
the same repository mounted.
Only a single repository can be loaded on a TCP/IP port at a time. For instance, if
Repository A has been loaded on port 2400, no other repository can be loaded on the
same 2400 port.
After an MDM repository has been loaded, its structure cannot be modified through
the MDM Console. In order to do so it has to be first unloaded.
In order to modify the structure of an MDM repository while
preserving access to a current version, you can duplicate the repository
and give it a new name, or use the same name and move it to another
DBMS machine.
Follow the steps given to load an unloaded MDM repository (red square):
1. Right-click on the repository you want to load in the hierarchy tree and
choose Load Repository from the context menu:
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2. Alternatively, you may select the repository node in the hierarchy tree and
choose Repository | Load from the main menu:
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3. There are two options to load the repository—Immediate or Update Indices.
When you choose to load the repository using the Immediate option,
MDM automatically updates the out of date indices as a result of changes
made to the repository via the MDM Data Manager. On the other hand,
if the structure of the repository has been modified through the MDM
Console, MDM cannot know precisely which indices need to be updated.
In such situations, the Update Indices method for loading the repository
should be used and not the load Immediate option.
4. While MDM loads the MDM repository, the load progress is displayed in the
Status field for the repository in the Repositories pane and the repository
status icon changes to a blue arrow as illustrated:
5. After the loading process is completed the repository status icon changes to a
green triangle. This process can take somewhere between five minutes to five
hours depending upon the data stored in the repository:
Follow the steps given to unload a loaded MDM repository (green triangle):
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1. Right-click on the MDM repository node in the hierarchy tree and choose
Unload Repository from the context menu:
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2. Alternatively, you may select the tree node and choose Repositories |
Unload from the main menu:
3. You can choose the time out before unloading the MDM repository from the
cascading menu:
°
Immediate
°
1 Minute
°
2 Minutes
°
5 Minutes
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Chapter 3
4. With the delayed unload option, the repository state changes to Unload
scheduled: <time remaining> and a red square is added to the repository
status icon:
The non-Immediate choice allows users of MDM client applications
to finish using the MDM repository and exit before the repository is
unloaded and no longer available. With the delayed options, each
client application receives text messages at five, two, and one minute
intervals before shutdown.
5. After the selected wait time elapses, the MDM repository gets unloaded and
the repository status icon changes to a red square:
Once an MDM repository is unloaded:
1. MDM server no longer serves the repository's data to any client.
2. Any MDM clients using the repository will be automatically shut
down.
3. MDM client attempts to connect to the unloaded repository it will
fail with the message: The repository is not loaded.
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Accessing the MDM System
In order to cancel a scheduled unload:
1. Right-click on the MDM repository and select the Unload Repository |
Cancel Unload from the cascading menu:
2. Alternatively, you may select the repository tree node and choose
Repositories | Unload | Cancel Unload from the cascading main menu:
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Chapter 3
3. The repository status changes from Unload Scheduled to Loaded Running
in the Repositories pane. The status icon in the hierarchy tree also changes
to a green triangle:
Summary
In this chapter, we have seen the operations for accessing the MDM server
and the MDM repository. In the beginning, we saw how to mount and unmount
the MDM server in a step-by-step manner. Then we moved on to starting and
stopping the MDM server. We understood the various properties of the MDM
repository. Finally, we learned the repository access operations which cover:
mounting and unmounting, connecting and disconnecting, loading and
unloading an MDM repository.
In the next chapter, you will learn to perform MDM repository maintenance
by adding, removing, and modifying the structure of the repository using
the MDM Console.
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