Creating Data Transfer Processes for Hierarchies

The starting point when creating a data transfer process is the target where you want to transfer data to. You can create the data transfer process via a process chain or via the context menu for the hierarchy in the InfoProvider tree in the Data Warehousing Workbench.

Context

The following section described how the data transfer process is created via the InfoProvider tree. For information about how the data transfer process is created via process chains and for detailed information about the main settings for data transfer processes, see Creating a Data Transfer Process.

Procedure

  1. In your hierarchy's context menu, choose Create Data Transfer Process.
    The dialog box for creating a data transfer process appears.
  2. Select DataSource as your source type.
  3. Select the DataSource that you want to transfer data to the target from.
    When selecting the DataSource, input help is provided. This help shows you the selection of objects have been defined for the target object in the data flow . If there is only one object in the data flow, this is selected by default. Using the List button, you can select a DataSource from the complete list of DataSources. If no transformation has been defined yet for the hierarchy for the DataSource, the system proposes the generation of a default transformation.
  4. To call the data transfer process maintenance screen, choose Continue(Continue).
  5. Define the parameters on the Extraction tab page:
    1. In the default setting, the Package Size field displays 2,000,000,000 records.
      The reason for this is that the system checks the consistency of the hierarchy every time the hierarchy is updated, and that the hierarchy therefore has to be processed in precisely one package (if a unique ID is not entered for every hierarchy in the Object ID field).
    2. Choose the extraction mode. You can choose Delta or Full mode. In the default setting, the extraction mode is set to Full.
      Note the dependencies to other settings here:
      • If you choose extraction mode Full, the Get All New Data by Request checkbox is also selected in the default setting. If a source has more than one hierarchy, cost centers for example, which are loaded into the Persistent Staging Area (PSA) using multiple InfoPackages, this ensures that this can be read and updated with a data transfer process from the PSA. With this setting, any number of hierarchies can be processed at one time via data transfer process. With this setting, the data transfer process works through a chain of requests, each of which extracts precisely one reuqest. This continues until all (green) source extracts have been extracted and updated. The chain starts with the oldest available source request, even if you have previously deleted a DTP request containing errors and restart the data transfer process.
      • If you choose extraction mode Delta, you can still select the Get All New Data by Request checkbox in order to loaded more than one hierarchy from the PSA at once. Unlike with Full mode, the chain then starts with the oldest source request that has not yet been extracted from a DTP request belonging to this data transfer process. When you restart the delta DTP after deleting a DTP request containing errors, the delta DTP carries on processing where it left off prior deletion.
      • If you load in Full mode, old requests are stored in the PSA, and the new reuquest is immediately updated with the data transfer process, you should select the Only Load Latest Request checkbox. If you do not select this, all old requests will be loaded. Use these settings for example if you have a hierarchy that is reloaded on a daily basis, and you want to store its histrory in the PSA. This setting and the setting for getting data by request are mutually exclusive.
      • If one request is always loaded from the source at a time and updated with the data transfer process, and the request is subsequently deleted from the PSA, you can also use Full mode without setting the Only Load Latest Request.
      • If you choose extraction mode Delta, you can select the DeltaInit without Data checkbox in order to stipulate that the first request in the delta DTP should be transferred without data.
    3. Make any further settings that you need, such as filter or semantic grouping.
  6. Define the parameters on the Update tab page:
    1. Under Error Handling, define whether error handling should remain deactivated or whether record tracing should be performed for the first record that contains errors.
    2. Under Update Mode, define how the hierarchy should be stored after loading.
    3. Select the Activate Hierarchy checkbox.
  7. Define the parameters on the Execute tab page:
    On this tab page, the process flow of the program for the data transfer process is displayed in a tree structure.
    1. Specify the status that you want the system to adopt for the request if there are warnings in the log.
    2. Specify how you want the system to determine the overall status of the request.
    3. Specify whether red requests should be automatically repeated in process chains.
    4. The processing mode for background processing is defined automatically by the system. You can select certain processing modes yoursel, such as processing in debugging mode.
  8. Check, save, and activate the data transfer process.
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