SRM-MDM Catalog Setup Ready Reference

Transcription

1 SRM-MDM Catalog Setup Ready Reference Applies to: Standard SRMMDMCATALOG20SP4 Repository, SAP NetWeaver MDM Console 7.1, Import Manager 7.1, Data Manager 7.1, SRM-MDM catalog content, MDM SRM UI App, SRM 7.0, SAP NetWeaver Portal For more information, visit the Master Data Management homepage. Summary The content of this document attempt to present the SRM-MDM Catalog setup in SAP NetWeaver MDM 7.1 and transfer of MDM Catalog data to SRM to complete Catalog buying process. Author: Vikas Kurane Company: L&T Infotech Created on: 1 st April 2010 Author Bio Vikas Kurane joined L&T InfoTech in March 2005; He is part of MDM Practice and working on MDM since February He also has a background in SAP SRM, R/3 MDM, NetWeaver MDM, and Catalog Content Management. He holds a bachelor s degree in Computer Engineering SAP AG 1

2 Table of Contents Background... 3 Assumptions... 3 Landscape Details... 3 SRM-MDM Catalog Overview... 4 SRM-MDM Catalog process... 7 Prepare MDM Server... 7 Prepare catalog data... 9 Import catalog You can import the following content:... 9 Configuration of SRM-MDM Catalog Web UI... 9 Web Service Configuration... 9 SRM configuration Accessing catalog through SRM Catalog-Specific Role Maintenance in SAP MDM Demonstration of Supplier catalog process Summary of major steps MDM Console MDM Import Manager Import product groups and codes: MDM Data Manager Web-Service Configuration in SRM Accessing of Catalog through SRM Portal Related Content Disclaimer and Liability Notice SAP AG 2

3 Background The purpose of this document is to serve as a ready reference, start up document for MDM/SRM consultants while setting up of MDM Catalog in SAP NetWeaver MDM system. Information has mostly been presented in the form of screen shots as encountered in different systems. This information assumes that all the technical steps related to installation, physical connectivity and business content deployment have been completed before an attempt is made to transfer the catalog data to SRM application. Assumptions All technical steps related to installation, physical connectivity and business content deployment have been completed before an attempt is made to transfer the MDM catalog data to SRM system. The user of this document is assumed to have basic knowledge on the use of SAP Systems, hence logon procedure and other details have been excluded from this document. Landscape Details System Type Service Pack Purpose SAP MDM 7.1 Console To setup SRMMDM Catalog repository SAP SRM 7.0 SPS3 To setup Catalog ID & call structure SRMMDMCATALOG20SP4 SP4 Catalog Repository SRM-MDM catalog content 2.0 MDM SRM UI App SRM MDM catalog content deployment To configure OCI structure & search engine 2009 SAP AG 3

4 SRM-MDM Catalog Overview Catalog types in SRM (Contract catalog, Supplier catalog & Product catalog) Product/Supplier Decision criteria Direct Materials No. of products in a catalog Configurable products Technical capabilities of Supplier SRM-MDM content as repository Externally Hosted Catalog For catalogs with high volume of products Preferred Supplier must have technical infrastructure and agree to use SAP s OCI (open catalog interface) standards Internally Hosted Catalog Vendor supplied Product Master content Catalog Mandatory For catalogs with Low/Medium volume of products Necessary when supplier does not have catalog hosting capabilities 2009 SAP AG 4

5 Introduction to MDM Tools for (SRM-MDM Catalog) 2009 SAP AG 5

6 MDM Console Using MDM Console, you can administer and monitor the MDM Server, you can create, maintain the structure of, and control access to the MDM repositories. Records are can not be entered or managed with the MDM Console, but rather with client apps such as the MDM Data Manager MDM Import Manager Import data from suppliers such as Product catalogs & Product hierarchies Import product master data, purchasing contracts, and suppliers from SAP SRM Import purchasing contracts and purchasing info records from SAP ERP Perform a value and key mapping between the supplier's source and the destination structure. MDM Data Manager Using the MDM Data Manager, you can enrich imported data. For example, you can add images and attachments to records, add new items manually, perform a mass change, or reassign records to another category. MDM Workflow Manager Using the MDM Workflow Manager, you have a framework for defining workflows. You can create your own workflow rules to establish role-based workflows using Microsoft Visio 2003 Standard. SRM-MDM Catalog UI Using SRM-MDM UI application you can configure user specific UI options for example, shopping options, item display criteria, search options, OCI mapping and display options for various catalog screens SAP AG 6

7 SRM-MDM Catalog process Prepare MDM Server Mounting and Unmounting the MDM Server : To Mount an MDM Server, in the Console Hierarchy tree, right-click on the root node (SAP MDM Servers) and choose Mount MDM Server from the context menu, or select the root node and choose MDM Servers -> Mount MDM Server from the main menu. You can also right-click in the grid and choose Mount MDM Server from Context Menu. MDM opens the Mount MDM Server dialog. You enter the name of an MDM Server you want to mount or select one from the drop-down list and click OK. To Unmount an MDM Server, in the Console Hierarchy tree, right-click on the MDM Server you want to unmount and choose Unmount MDM Server from the context menu, or select the tree node and choose MDM Servers -> Unmount MDM Server from the main menu. MDM removes the MDM Server node from the Console Hierarchy tree. Un-archiving catalog repository: In the Console Hierarchy tree, right-click on the MDM Server on which you want to restore the repository and choose Unarchive Repository from the context menu, or select the tree node and choose Repositories -> Unarchive from the main menu. MDM opens the Unarchive MDM Repository dialog. The Unarchive MDM Repository dialog from an MDM Server node is similar to the Create MDM Repository dialog, with the Port field replaced by the Archive field. Select the DBMS Server for the repository from the drop-down list. Enter the appropriate DBMS login (which must have system administrator privileges) and password for the selected DBMS Server and click Next. If the MDM Server is password-protected, MDM opens the Connect to MDM Server dialog and prompts you to enter your MDM Server password. Type the password and click OK. MDM disables the DBMS Server, Login, and Password fields and enables the Repository Name and Archive fields. MDM places Type or select a repository name into the Repository Name drop-down list. Type the name for a new MDM repository or select an existing repository from the drop-down list. Select the archive file from the drop-down list. Click Finish to unarchive the repository. Load and Unloading an MDM catalog repository: You can only load one repository on a TCP/IP port at a time. To load an unloaded MDM catalog repository (red square), in the Console Hierarchy tree, right-click on the MDM catalog repository to load and choose Load Repository -> Immediate from the context menu, or select the tree node and choose Repositories -> Load -> Immediate from the main menu. Choose whether to load the repository immediately or to update indices first. MDM loads the MDM catalog repository. While the repository is being loaded, MDM changes the repository status icon to a blue arrow, and reports the progress of the load in the Status field for the repository in the Repositories pane SAP AG 7

8 When the loading process is complete, MDM changes the repository status icon to a green triangle to indicate that the MDM repository is loaded. To unload a loaded MDM catalog repository (green triangle), in the Console Hierarchy tree, rightclick on the MDM catalog repository you want to unload and choose Unload Repository from the context menu, or select the tree node and choose Repositories -> Unload from the main menu. MDM unloads the MDM repository and changes the repository status icon to a red square SAP AG 8

9 Prepare catalog data Prepare Supplier Catalog (file format, data types): The supplier catalogs and product hierarchies can have any format supported by the standard SAP MDM application, such as MS EXCEL, XML, or content from running database systems such as MS SQL, MS ACCESS, or Oracle. You need to ensure the catalog content is compatible with standard classifications such as UNSPSC and eclass. The catalog data file format is described in detail below in demonstration of supplier catalog process section. Import catalog You can import the following content: Data from Suppliers Product Catalogs Product Hierarchies Product groups and codes Within MDM Import Manager, you can also perform a value and key mapping between the supplier's source and the destination structure. Wherever both are in sync, you can auto-map this data. A matching function ensures that no duplicate data occurs. The import of catalog data file and mapping of data is described in detail below in demonstration of supplier catalog process section. Configuration of SRM-MDM Catalog Web UI You use this function to search and locate items in a procurement catalog. You can configure all aspects of the Web UI for users with this configuration interface. General Configurable Options Shopping Options Item Display Criteria Search Options Compare function Shopping Lists Open Catalog Interface (OCI) Mapping Web Service Configuration To use the SRM-MDM Catalog with SAP Supplier Relationship Management (SAP SRM), and to access the SRM-MDM Catalog via URLs from SAP SRM applications, you must set up external Web Services in SAP SRM. Use the transaction SPRO in the SRM system. Find Supplier Relationship Management -> SRM Server -> Master Data -> Define External Web Services (Catalogs, Vendor Lists etc.). Select the New Entries button after selecting the Integrated Call Structure. Create entries as shown in Web-Service Configuration in SRM in demonstration section. Select the created web service from the list of all the integrated call structure services and double click on the integrated call structure item in the left hand tree. Maintain the parameters in web service definition as shown in Web-Service Configuration in SRM - > standard call structure in demonstration section SAP AG 9

10 SRM configuration The transaction PPOMA_BBP takes us to the Change Organizational Plan in the SRM system. Find by -> Org. unit -> Purchase Organizations is selected and then the Attributes tab is selected in the bottom right window. The Catalog user should exist in the Org. Structure where the Catalog ID is being assigned. In case a user does not exist, it might be required to create the same before proceeding. In attribute tab, the Change attribute gives the option to select the Catalog ID attribute. Select the entry for the SRM-MDM Web Service created in the previous step and save the data. Accessing catalog through SRM You have to login into SRM Portal for accessing catalog by the same Catalog User ID to which the new Catalog ID is assigned in Org Structure. Upon login into SRM Portal, find Shopping Area and Click on Shop link. You will see the new Catalog assigned. Catalog-Specific Role Maintenance in SAP MDM To use the SRM-MDM Catalog, you need to assign catalog-specific roles in SAP MDM Console. You assign the corresponding roles for the following tasks: Task Role Description Manage catalog content Catalog Manager Responsible for importing, managing, and classifying product and contract data in the MDM Import Manager and MDM Data Manager. Approve catalog content Catalog Content Approver Responsible for approving or rejecting catalog items in the SRM-MDM Catalog workflow. Launch catalog search Catalog User This role refers to the search users assigned to the catalog Web service. You configure this Web service in Customizing under SAP Supplier Relationship Management -> SRM Server Master Data -> Content Management -> Define External Web Services Configure catalog search UI UI Configuration Manager Responsible for setting up userspecific configuration for users who are assigned the Catalog User role. The owner of this role is authorized to configure the Javabased Web Dynpro search UI and the open catalog interface (OCI) mapping. (Note: This document only covers Supplier Catalog the other catalogs are out of this demonstration) 2009 SAP AG 10

11 Demonstration of Supplier catalog process Summary of major steps MDM Console Mounting of MDM Server Un-archiving catalog repository Load catalog repository Catalog Data Preparation MDM Import Manager Import product categories Import product groups and product codes Import supplier catalog Mapping catalog attributes to repository attributes MDM Data Manager Import images Configuration of SRM-MDM Catalog UI Web-Service Configuration Accessing of Catalog through SRM Portal 2009 SAP AG 11

12 MDM Console Mounting of MDM Server: When you start MDM Console Manager you have to mount the server by right clicking on the SAP MDM Servers and select the server name from the drop down list. Un-archiving catalog repository: To un-archiving the standard catalog repository, right click on the mounted server and select Unarchive Repository option. Enter the DBMS Server, User name, Password, Repository name & select the archive file and click Finish button. Please see below screenshot SAP AG 12

13 You will see the below message. Load catalog repository: You can observe that there is a Red Square in front of the un-archived repository this means that the repository is not loaded. To load repository, right click on repository and choose Load repository > Immediate menu. Now you will see the Red Square has been changed to Green. This means the repository has been loaded. For making any changes or adding new tables or fields you have to unload the repository (Red Square near it) and if the repository is loaded you cannot make any changes to it SAP AG 13

14 Catalog Data preparation You have to prepare the catalog data file. The catalog attributes with sample data is shown in below table for your reference. Sr. No. Charecterisitic Name Characteristic ID Data Type Length Sample1 Sample2 Sample3 1 Product Category Name PRODUCT_GROUP CHAR Product Category ID PRODUCT_ID CHAR 40 IT-SRM04 SRM-CONS-LEAD 7 Service Item (T/F) IS_SERVICE TRUE 8 Manufacturer's Part No. MNFCTR_PART_NO CHAR 40 VMM-08 9 Supplier's Part No. SUPPLIER_PART_NO CHAR 40 3AH15 IT-SRM SRM-CONS-LEAD 10 Short Description (40) SHORT_DESCRIPTION Value Master Protective Glove IT Graphics Software SRM SRM Introduction: Project Lead 11 Base Unit of Measure BASE_UOM PAA ST 12 Order Unit ORDER_UNIT PAA ST DAY 13 Price ($) PRICE Price Base Quantity PRICE_BASIS_QUANTITY Minimum Order Quanity MINIMUM_QUANTITY 1 1 Detailed Description LONG_DESCRIPTION Flock Lined, Yellow, Medium, 18 mils Thickness, 12 inch IT Office Software Package SRM 16 Length Value Master Gloves. Unsupported natural rubber glove for tactile sensitivity, comfort and flexibility. Embossed, self-flushing tractortread pattern encourages fluid run-off. Excellent wet or dry grip. Resists wide range of chemicals including animal 17 Image Ref. Name/No. PICTURE 18 Delivery Time (Days) LEAD_TIME 19 Supplier ID SUPPLIER_ID Supplier Name SUPPLIER_NAME Kemira Chemicals (UK) Ltd Office Depot UK Ltd. IDES IT Consulting MDM Import Manager Import product categories: When you start Import Manager you will get the dialog box in which you should state the repository, language, username, and password and click NEXT. Once you click Next, you will see the below screen. In Type select the source format of the data, in the drop down list you can see various data formats supported and can select from it as you need, the Remote system should be MDM, in the File name click on the browse button and select the path where your source data file is kept. Select Finish SAP AG 14

15 You have to map Source Hierarchy to Destination Hierarchy. You will notice that the Execute Import [! ] button is disabled until the entire field mapping is done. Once you complete the mapping, the Execute Import [! ] will get enabled and you have to just click on it. The below shown message will be displayed. Import product groups and codes: Similarly as explained above about importing product categories, in the same way you have to import the product groups. The screenshots are shown below SAP AG 15

16 2009 SAP AG 16

17 Import of supplier catalog: Once you ready with the catalog data file as per the format shown above, you can now import it via import manager as shown below SAP AG 17

18 Mapping catalog attributes to repository attributes: For mapping catalog attributes to repository attributes, please refer the below table. Catalog Attributes Map Fields/Values MDM Repository attributes Product Category Name Product Group Product Category ID Product Group -> Material Group Code Service Item (T/F) Service Item Manufacturer's Part No# Manufacturer Part Number Supplier's Part No# Supplier Part Number [DF] Short Description Short Description Base Unit of Measure Unit of Measure Order Unit Order Unit Price ($) Price Information -> Amount Currency Price Information -> Currency Price Base Quantity Price Information -> Price Base Quantity Price Base Quantity UoM Price Information -> Price Base Quantity UoM Minimum Order Quantity Minimum Quantity Detailed Description Long Description Image Ref# Name/No# Image Delivery Time (Days) Delivery Time in Days Supplier ID Supplier Catalog Name Supplier Name Supplier[DF] Category Category Lower Bound Price Information 2009 SAP AG 18

19 On completion of field mappings, select Match Records tab, in value matching select Supplier Part Number field from Mapped destination fields box and add into Matching fields box. On right hand side, in default import actions, select default import action as Create. You will notice the Execute Import [! ] is enabled and the action items status Ready to import. You can go and click Execute Import to complete the catalog data import. You will see the below message SAP AG 19

20 MDM Data Manager Import images: To import image, you double click on Image field. The new window will be populated. You have to click on Add button. The new Add Images popup window will appear SAP AG 20

21 Create New Data Group and click OK. Select New Data Group in Data Group, Language will be English [US]. Click Folder button and select the folder in which images resides and click OK SAP AG 21

22 You can see there are two options on Add Images window namely Store in repository & Link to original file only. You can keep first option selected. The below screen can be seen while adding images to repository SAP AG 22

23 You can add image from the New Data Group SAP AG 23

24 Configuration of SRM-MDM Catalog Web UI The Configuration view shows the user specific configuration of SRM MDM Catalog. In the General pane, you can set Shopping options, Item Display Criteria, Search, Shopping Lists and OCI Mapping. The OCI Mapping is shown on the right hand side in below table. In Customize Display, you can set the items to be displayed in each view. There are 5 views namely Item Lists, Shopping Cart Preview, Compare, Item Details & Context View. In Search, you can set the Search Items by their Hierarchy and Selection list category. It also provides Advance search criteria in which it has Dropdown Box, Free Text, Ranges are the Additional features that improves search ability. Configuration view OCI Mapping 2009 SAP AG 24

25 Web-Service Configuration in SRM The below screenshot shows how to create Web-Service ID in Integrated Call Structure in SRM. The below screenshot shows how to create standard call structure in SRM. The below screeshot shows the assignment of Catalog ID to User Id in Org Structure in SRM 2009 SAP AG 25

26 Accessing of Catalog through SRM Portal 2009 SAP AG 26

27 Related Content Please include at least three references to SDN documents or web pages. cb9a23133d3e&overridelayout=true aedec8cf376c&overridelayout=true For more information, visit the Master Data Management homepage SAP AG 27

28 Disclaimer and Liability Notice This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade. SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk. SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document SAP AG 28