ASUG Webcast: Exploring the Capabilities of SAP Data Integration and Data Cleansing Tools

1. ASUG Webcast: Exploring the Capabilities of SAP Data Integration and Data Cleansing Tools Bjarne Berg Director SAP BI

2. Agenda • Introduction • BOBJ Data Management Tool overview • SAP BusinessObjects Data Services XI 3.1 Overview • Components and capabilities of SAP BusinessObjects Data Services XI 3.1 • Data Cleansing • Some Ideas & What is New • Wrap-up 2

3. Learning Points SAP data service capabilities delivered in the SAP Data Integrator and SAP Data Quality Management tools. Learn what is new, what is simple to implement and what requires a bit more effort based on experiences from real projects and lessons learned from the field. Explore the limitations and benefits of the tools, as well as what options each tool provides from a technical and business perspective. This Webcast will explore the new capabilities and the roadmap for integrating new features and functions in 2009 and 2010 and what can realistically be achieved by organizations. The session is intended for beginner and intermediate level attendees.

4. Agenda • Introduction • BOBJ Data Management Tool overview • SAP BusinessObjects Data Services XI 3.1 Overview • Components and capabilities of SAP BusinessObjects Data Services XI 3.1 • Data Cleansing • Some Ideas & What is New • Wrap-up 4

5. The 3-Tiers of Information Management Information management from an SAP perspective is six distinct efforts with different tools and some overlapping of functionality. Therefore the SAP BOBJ tools are many with various capabilities Applications ERP, SCM, CRM Business Intelligence Data Synchronization & Migration Performance Management Information Management Data Federation Text Analysis Masterdata Mgmt. Data Integration Data Quality Metadata Mgmt. Structured Unstructured Data Data RDBMS RDBMS Notes Web ERP ERP Email Docs 5

6. The total BOBJ toolset Source: SAP March, 2009

7. The total BOBJ Data Management toolset There are many BusinessObjects data quality and integration tools that are not specific to SAP. The tool landscape can be very confusing and the best approach is to examine this SAP site. http://www.sap.com/solutions/sapbusinessobjects/large/information-management/index.epx

8. Agenda • Introduction • BOBJ Data Management Tool overview • SAP BusinessObjects Data Services XI 3.1 Overview • Components and capabilities of SAP BusinessObjects Data Services XI 3.1 • Data Cleansing • Some Ideas & What is New • Wrap-up 8

9. SAP BusinessObjects Data Services XI 3.1 BusinessObjects Data Services XI 3.1 is a data movement, cleansing & integration tool. • Data Services Designer allows you to create jobs (applications) that include transformations and data mappings • The Data Services XI 3.1 RealTime tool supports real-time data movement for integration to web pages, applications and other systems. • Previously you had these functions in BusinessObjects Data Integrator XI 2 and Data Quality XI 2 Image: SAP AG, Aug. 2009

10. The XI 3.1 Data Services Architecture The tool architectural view of SAP BusinessObjects Data Services XI 3.1 Impact Analysis Data Lineage Target Data PeopleSoft Siebel Oracle DB SQL DB XML Mainframe Excel Oracle Apps SAP R/3 SAP ECC SAP BI NetWeaver DB2 Files Others Process Data Auditing Data Validation Data Cleansing Data Services Engine Data Profiling Source Data PeopleSoft Siebel Oracle DB SQL DB XML Mainframe Excel Oracle Apps SAP R/3 SAP ECC SAP BI NetWeaver DB2 Files Others

11. Pre-delivered connectors to systems and databases Applications • SAP R/3 & ECC • – ABAP • – BAPI • – Idoc • SAP NetWeaver BI • JD Edwards • Oracle Apps • Siebel • Salesforce.com • PeopleSoft Transports & File formats • XML • SOAP -Web Service • Cobol • HTTP • JMS • Excel • EBCDIC • Text fixed width • Text delimited Databases • Oracle • SQL Server • IBM DB2 • Sybase & IQ • MySQL • Informix • Teradata • Netezza • ODBC MainFrames • Enscribe • ADABAS • IMS/DB • RMS • VSAM • ISAM Non-Structured Data • 30+ languages • Any fileformat The high-performance parallel data processing also supports grid computing platforms for batch and real-time execution All major platforms are supported with pre-delivered connectors that can be installed for data movement

12. Agenda • Introduction • BOBJ Data Management Tool overview • SAP BusinessObjects Data Services XI 3.1 Overview • Components and capabilities of SAP BusinessObjects Data Services XI 3.1 • Data Cleansing • Some Ideas & What is New • Wrap-up 12

13. The Components Data Services Designer This GUI is where you design ETL and cleansing jobs. The interface is intended to be used to develop applications that are specifying work flows (job execution definitions) & data flows (data transformation definitions). Data Services Job Server This application launches the Data Services processing engine and provides an engine interface and access to other components. Data Services engine This engine executes jobs defined in the application and creates the needed engines for maximum performance. Note: A Workflow may consist of many data flows. Data-flows are source-target focused, while Workflows are an entire job (think process chains in SAP BI)

14. The Components Data Services Repository A local database that contains pre-delivered and user-defined objects (i.e. transformation rules). You can also create a central repository for version control and to share objects, Data Services Access Server Provides reliable processing on request-response messages between applications, engines and the Job Server. Data Services Administrator Web browser-based administration of Data Services (i.e. kick-off batch jobs, scheduling and performance monitoring). 14

15. How Does it Work There are several steps to implement Data Services XI 3.1, In the following slides we will highlight the major tasks • Create a local repository for the install • Add a job server in the Data Service – Service Manager • Associate the local repository with the job server

16. The Data Service Designer The Data Service Designer is the nerve center of the Data Services. This is where most of the time is spent during the development projects. Work area Projects Tools Object Library (local) Image: SAP AG, Aug. 2009

17. The Administrator Interface From the administrator Interface you can monitor jobs, start and stop web services, manage repositories, servers, connection and source system definitions. This is where you spend most of your time after the system has been developed.

18. Impact Analysis and Lineage Lineage is an end-user view that shows how Calculated Key Figures (CKF) are calculated from the source to the target. This tool increases the likelihood that people will trust your data. Impact analysts is a tool to determine who will be affected by a change in the IT system (i.e. who is using this measure or characteristic)

19. Agenda • Introduction • BOBJ Data Management Tool overview • SAP BusinessObjects Data Services XI 3.1 Overview • Components and capabilities of SAP BusinessObjects Data Services XI 3.1 • Data Cleansing • Some Ideas & What is New • Wrap-up 19

20. Data Cleansing Capabilities The Profile This tab in the “view data” screen contains data profile statistics on each column that can help you decide on the quality of the input data. The system automatically captures the following statistics in a profile grid. • Column Name • Number of distinct values in a column • Number of records with a NULL value in this column • Maximum & Minimum value of the column

21. Data Cleansing Capabilities The Validation Validation allows you to create rules for cleaning data prior to loading it to the system. You can have a pass rule and an Action on Failure that can provide complex logic .

22. Data Cleansing Capabilities The Audit The Auditing selection allows you to take complex actions when the data quality is poor. You can: • Send an email to an administrator • Load the data to a table for later correction • Modify the data through scripts • Create custom functions for your own processing logic

23. Universal Data Cleansing: Example of Enhanced Party Masterdata You can also add new items such as geocodes for visualization in SAP BI I.e. maps You can add new characteristics to the data such as: Legal tax jurisdictions Census track ID Block group ID Insurance rating territories Tax authority name Tax authority FIPS codes Longditude & Latitude City type ... GREAT FEATURE: The Census track ID allows you to analyze your customers and partners using government census information Source: SAP AG, 2009

24. Universal Data Cleansing: Customer Aggregating and Discovery A common way to look at customer data is by Households instead of single records. BOBJ DQ allows you to look at customer's addresses and create shared master records, customer mapping keys, aggregating data (i.e. aggregated sales data for the household), check "no-call" lists, examining churn (apparent customer turn-over). You can also integrating all masterdata from many records into a single "super record" that contains all the unique masterdata you have about a single customer or partner. Source: SAP AG, 2009

25. Universal Data Cleansing: Data integration & BAS • BAS is the Business Address Service feature.With this you can: • Use Postal reference files from 190 countries to clean address, including suggestion lists • Data scans and searches in SAP for duplicate records using partial user input. • SAP Data Quality Management has pre-delivered content for many solutions including CRM -> ECC integration. This include: • Across platform search capabilities • Automated address correction • De-Duplication of records • Direct system connection (no file extraction) • Supported for all major releases: R/3 4.6c; ECC 5 and 6; CRM 4 and 5 "Data Quality Management for SAP provides a prepackaged native integration of data quality best practices within the SAP environment using the BOBJ Data Services platform" SAP AG, 2009

26. Agenda • Introduction • BOBJ Data Management Tool overview • SAP BusinessObjects Data Services XI 3.1 Overview • Components and capabilities of SAP BusinessObjects Data Services XI 3.1 • Data Cleansing • Some Ideas & What is New • Wrap-up 26

27. Interesting use for SAP NetWeaver BI Using BOBJ Data Services you can consolidate data from many source systems, cleanse and integrate them before you send it to SAP BI. This avoids multi-nested DSOs and complex load logic. Source systems - Oracle - JDE - Peoplesoft - Baan - Siebel - Custom - Hyperion - Other. 27

28. Interesting use BOBJ Data Service XI 3.1 for SAP ECC Using BOBJ Data Services you integrate, cleanse and merge data from source systems during • ECC implementation projects, • Retirement of legacy systems, • Mergers and Acquisitions. Source systems - Oracle - JDE - Peoplesoft - Baan - Siebel - Custom - Hyperion - Other. 28

29. What is New in XI 3.1 • Expanded matching capabilities to allow the business user to select other fields (beyond street name and zip code) within the generation of break keys. • An improved method to install the functionality of this product into your IC WebClient or CRM IC WebClient environment. To do so, you add a Component Usage to the Component to which you want to add Postal Validation. • If you have purchased the geocoding option for this product, geocoding allows you to return latitude, longitude, and relevant status information for a U.S. address record 29

30. What is New in XI 3.1 • The Business Add-Ins are supported on SAP CRM 2007 (Basis version 7.00). • The RFC Server is supported on the following operating systems: • HP-UX 11i v2 (11.23) (Itanium) • IBM AIX 5.2 and 5.3 • Red Hat Linux Enterprise Server 4 and 5 • Red Hat Advanced Server 4 and 5 • Solaris 9 and 10 • SuSE Enterprise Server 9 SP3 and 10 • Windows XP (32 bit) • Windows 2003 Server (32 bit) • On Windows, the ability to install the RFC Server as a Windows Service or a stand-alone program. • Use of BusinessObjects Data Services XI 3.1 SP1 (v12.1.1) for its data quality operations. 30

31. Agenda • Introduction • BOBJ Data Management Tool overview • SAP BusinessObjects Data Services XI 3.1 Overview • Components and capabilities of SAP BusinessObjects Data Services XI 3.1 • Data Cleansing • Some Ideas & What is New • Wrap-up 31

32. Resources COMERIT Inc. Downloads http://www.comeritinc.com/Downloads.htm SAP BusinessObjects Data management web site: http://www.sap.com/solutions/sapbusinessobjects/large/information-management/index.epx SAP Data Quality web site: http://www.sap.com/solutions/sapbusinessobjects/large/information-management/data-quality-management/index.epx SAP BOBJ - Data Insight: http://www.sap.com/solutions/sapbusinessobjects/large/information-management/data-quality-management/datainsight/index.epx

33. Questions and Answers How to contact me: Dr. Bjarne Berg bberg@comeritinc.com

34. Thank you for participating.