Upgrading SAP Public Budget Formulation (PBF) PBF Development Team October 2012

Upgrading SAP Public Budget Formulation (PBF) PBF Development Team October 2012

SAP Public Budget Formulation Upgrading from PBF 7.1 to PBF 8.0 SP02

Agenda PBF 8.0 System Pre-Requisites PBF 8.0 Functional Enhancements Global enhancements Additional Currency Budget Form Re-Allocations Mass Stage Advancer PEP Enhancements CO Master Data Integration Authorizations Support Pack 01 enhancements PBF 8.0 Upgrade Overview Minimum Landscape Planning Pre-Upgrade Steps Various Backups Upgrade Checklist Upgrade Steps Framework upgrade Install new PBF content NWDI setup PBF Forms (Visual Composer Models) Post-Upgrade Steps Restoring data Configuration 2012 SAP AG. All rights reserved. Confidential 3

PBF 8.0 Functional Enhancements

System Prerequisites Platform Technologies: SAP NetWeaver Business Warehouse 730 (Support Pack 07 or higher) SAP Netweaver Enterprise Portal 730 (Support Pack 07 or higher) PBF 8.0 is the only supported PBF release on SAP NetWeaver 730 Maintenance support for PBF 8.0 is valid until 30 th Dec 2020. For further information on platform upgrade refer to Upgrade & Installation Information NW 730 2012 SAP AG. All rights reserved. Confidential 5

Global enhancements FM Dimension InfoObject length changes All PBF FM dimensions InfoObjects (Fund, Fund Center, Functional Area, Funded Program, Grant) have been expanded to 24 characters Globals table /PBFBI/GLOBALS Conversion types for Budget Form, Personnel Exp. Planning (PEP) Two conversion types delivered with PBF 8.0 (/PBFBI/BFC & /PBFBI/PEP) Apply rounding option for PEP Inlying years for Federal Ranking BFORM table /PBFBI/BFORM The table has been enhanced to include the Alternate or Form currency Central Locking The new form templates have the locking capability enabled. Mass Deletion Capability to delete all PBF Data including master data. Cannot be used in Productive environments 2012 SAP AG. All rights reserved. Confidential 6

Additional Currency Alternate Amount Key Figure added to Budget Form and Projection InfoCubes Budget Forms The existing Budget Form layout has been enhanced to include a field for Form currency. Two currency amounts are saved in Budget Form Cube results: Form currency and FM Area currency. A planning function triggered during Save will translate the amount entered in Form Currency to FM Area Currency. PEP Enhanced to support different currencies at the Employee/Position and Pay Table master data. Two currency amounts are saved in Projection Cube results: FM Area currency and Master Data currency. NOTE: additional configuration is required (discussed in post-upgrade steps) 2012 SAP AG. All rights reserved. Confidential 7

Budget Form Re-Allocations Transaction Type, Transaction ID added to Budget Form cube A new form has been added to allow budget form amounts to be re-allocated between various forms Functionality allows data from 1 budget form entry type to be re-allocated to one or multiple budget forms. Sender (input) consist of a Form ID type of entry (expense, revenue, position) fiscal year Receiver (output) can be one or many budget forms Search functionality provided Allocation can be amount or percentage driven 2012 SAP AG. All rights reserved. Confidential 8

Mass Stage Advancer New Authorization object /PBFBI/MSA Functionality to allow all form instances to be advanced centrally to a particular stage in bulk The PBF Administrator portal role and a new authorization are required The rule that a form instance may never move backwards is still enforced Stages can be skipped (as always) For Mass Stage Advancer, the new authorization object allows the user to advance form instance stages without having authorization to the current stage and target stage. 2012 SAP AG. All rights reserved. Confidential 9

PEP Enhancements (1) Save Master Data Option on Projection creates a reference projection for What-if analysis Enhancements to the PEP Projections: Continuity in Step Calculation Employee Position: Job Interdependency Budget Year on PEP Projection Screen Option for posting results only to Projection Cube Versioning of Master Data The PEP engine maintains continuity in step calculation for the employees or positions with multiple time slices. Employees and corresponding Positions can be assigned to different Jobs. Selectable budget year on the Projection screen If the option is selected the PEP engine writes results only to the Projection cube. Results from the Monthwise DSOs are not saved. Captures the master data used for the PEP calculation, which in turn is used as the basis for What IF Projection. 2012 SAP AG. All rights reserved. Confidential 10

PEP Enhancements (2) What-if projections only possible after creating a Reference Projection in 8.0 New PEP What-if Analysis form What-if Projection Scenarios Supplementary Amounts and Rates Overwrite Pay Level Master Data Re-Allocate Funds Add Employee/Position Benefits Remove Employee/Position Benefits Allows the user to create projection scenarios within the subset of the Reference Projection Master Data. Similar to existing Projections, salary and benefits amounts can be changed Step Month, Next Pay Scale Group, and Next Pay Scale Level can be overwritten Employee and Position Allocation Master Data can be reallocated across different FM dimensions for a specified duration Benefits can be added to individual Employees/Positions Existing benefits can be excluded from individual Employees/Positions 2012 SAP AG. All rights reserved. Confidential 11

CO Master Data Integration Info Area /PBFBI/CO is optional; only install if needed New tools are provided to aid in loading PBF Master Data from non-bi sources (ECC FI/CO and Non-SAP legacy systems) An Open Inbound layer of Staging DSOs are provided to stage data initially A flexible mapping layer of DSOs is provided to perform any derivations of the master data before loading to PBF FM dimension master data Hierarchy conversion utility programs aid in loading non-bi based hierarchies into PBF FM dimension hierarchies 2012 SAP AG. All rights reserved. Confidential 12

Authorizations No impact on upgrade! A new PBF authorization concept allows both Direct and Indirect Authorization checks Direct authorization performs checks on the underlying InfoObjects. Standard BI functions provide the functionality. Requires activating the Authorization Relevant flag in the InfoObject Indirect authorization performs checks on other related InfoOobjects. Highly used for F4 help, dropdown lists For example, a user request a list of budget form IDs. The authorization check has 2 phases: First the FM dimension values are read from the respective authorization-relevant characteristics for which the user is authorized Second the authorized values of FM dimensions are used to filter Form IDs in the budget form before displaying the list 2012 SAP AG. All rights reserved. Confidential 13

Support Pack 02 for PBF 8.0 High Level Summary Presentation will be published soon New content (forms, cubes, queries, planning functions, etc.) are introduced to address common processes at the State and Local levels Projection forms Multi-year Projection Revenue Projection Base budget utility forms Transfer and Re-distribution Base Adjustment Decision Package forms and Ranking Capital forms and Ranking Federal Ranking form Resource Planning form 2012 SAP AG. All rights reserved. Confidential 14

PBF 8.0 Upgrade Overview

Upgrade overview: Landscape for PBF 8.0 SP01 Minimum Landscape: NW 7.30 SP07 or higher 2012 SAP AG. All rights reserved. Confidential 16

Upgrade overview: Upgrade Steps Pre-Upgrade: Create Safeguard list (identify objects for backup, such as: InfoCube data, DSO configuration data, InfoObject data, Hierarchy data) Perform a backup of the safeguard list to protect against data loss Standard BW tools (copy InfoObjects, InfoCubes, etc.) PBF Utilities for Upgrade Actual Upgrade: NW 7.30 SP07 Apply additional NW 7.30 notes (Critical notes listed in the upgrade guide) Upgrade PBF Add-on (ABAP and JAVA) Upgrade PBF NWDI Track Post Upgrade: Collect / Install PBF content Restore safeguarded objects Configuration steps (ABAP and JAVA) 2012 SAP AG. All rights reserved. Confidential 17

Pre-Upgrade Steps

Pre-upgrade Planning Create safeguarding list: Standard PBF objects should include FM dimension InfoObjects (Fund center, Fund, Funded Program, Functional Area, Grant) Hierarchies used in PBF FM dimension InfoObject. The upgraded InfoObjects will not activate if hierarchy data exists. Budget form cube (/PBFBI/BF_CUBE) Direct update DSOs PBF ABAP table data Identify modified PBF objects Identify custom objects 2012 SAP AG. All rights reserved. Confidential 19

Pre-Upgrade Steps: Backup Utilities See note 1637621 for details on PBF Backup Utility program Object type Standard Tools PBFBI Utility program FM Dimension InfoObjects (Structures + Data) Hierarchy Data (Structures + Data) Direct Update DSOs (Structures + Data) InfoCubes (structures) InfoCubes (data) PBF ABAP Tables (Structures + Data) 2012 SAP AG. All rights reserved. Confidential 20

Upgrade Steps

Upgrade Steps Perform upgrade to NW 7.3 SP07 Install NW 7.3 SP07 patches Install PBF 8.0 ABAP Add-on Install PBF 8.0 JAVA Add-on 2012 SAP AG. All rights reserved. Confidential 22

Upgrade steps: NWDI Setup Make sure no open activities are left in your old track NWDI Version PBF does no place any restriction on the NWDI version. For this reason there is no need to upgrade you NWDI version during the PBF upgrade. However, it is very important to update the SLD CR content in order to make the newer Software Component versions available. This can be done by following the instruction in Note number 669669. Clear the User Workspace in the NW Portal Frontend In order to avoid data loss it is required to verify that no open activities are left open before the upgrade process starts. Additionally, you must clear each user s workspace in the CE system. This can be done by following the instruction in Note number 1764496. 2012 SAP AG. All rights reserved. Confidential 23

Upgrade steps: NWDI Setup cont. New PBF 8.0 Track You should set up a new track for the PBF 8.0 content, please note that the Track and Software Components configuration must suit the content s version 730 (e.g. you should maintain the BuildOptions properly) Configure the SDIC service to point to the new Track In the NWA, change the SDIC service properties to point to the new Track. 2012 SAP AG. All rights reserved. Confidential 24

Upgrade steps: PBF Forms (Visual Composer Models) Using PBF 7.1 Forms PBF 7.1 delivered Forms should work seamlessly after the upgrade. Any customized Forms should be tested to verify that they work properly and if not, take the proper action to adjust them. VC Models Visual Composer model are backward compatible, meaning any upgrade required will be done automatically and in such case, an upgrade notification will be presented to the form developer. Nevertheless, in some cases you may experience a difference in behavior after the upgrade due to bug fixes, in those cases a manual change to the model must take place. 2012 SAP AG. All rights reserved. Confidential 25

Post Upgrade Steps

Post-Upgrade Steps For details refer to PBF Upgrade Guide Install PBF 8.0 Content Activate PBF BC set (/PBFBI/BCSET_MAP_OBJ) containing standard customizing content from some PBF tables Maintain Number Ranges Execute PBF transactions to create default master data: /PBFBI/MD_CORE01, /PBFBI/MD_CORE02, and /PBFBI/MD_SL01 Maintain PBF Global Configuration Currency conversion types has to be maintained for Budget Forms (used in Bex queries) and for PEP (projection program logic). Activate projection kits for Referenced Based Projections (What-if Scenarios) 2012 SAP AG. All rights reserved. Confidential 27

Upgrade Steps: Installing PBF BW content For details refer to PBF Upgrade Guide PBF 80 Upgrade Guide Install FM Dimension Objects with Merge Install Employee/Position/Job and Associated Objects Install InfoCubes Install DSO s Install Multiproviders Install Aggregation Levels Install Process Chain PBF Upgrade Guide: https://websmp201.sap-ag.de/~form/sapnet?_shortkey=01100035870000743798&_scenario=01100035870000000202&_object=011000358700001268572011e 2012 SAP AG. All rights reserved. Confidential 28

Post-Upgrade: After Upgrade and Post Restore steps See note 1637621 for details on PBF Backup Utility program Object type Standard Tools PBFBI Utility program FM Dimension InfoObjects (Structures + Data) Hierarchy Data (Structures + Data) Direct Update DSOs (Structures + Data) InfoCubes (structures) InfoCubes (data) PBF ABAP Tables (Structures + Data) Delete backup objects (structures and data) 2012 SAP AG. All rights reserved. Confidential 29

Upgrade Steps Summary Backup Data Platform Upgrade Standard tools PBF utility tools NW 7.30 upgrade and patches PBF Upgrade Install PBF Content PBF ABAP Add-on PBF Java Add-on Install PBF 8.0 content State/Local content (optional) Restore Backup Data Delete Backup Data Standard Tools PBF Utility tools PBF Utility tools 2012 SAP AG. All rights reserved. Confidential 30

Thank you

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