Configuring Master Data Governance for Customer on Client System

The business function Master Data Governance for Customer on Client (ERP) offers features that can be used as supplement to SAP Master Data Governance for Customer (MDG-C) . It enables you to search and compare corresponding data on the hub system, before creating or changing customer master data on a client system. Additionally it enables you to trigger a copy of customer data from the hub system to the client system.

Prerequisites

Master Data Govnernance for Customer

Master Data Governance for Customer on Client (ERP) expects MDG-C to be configured in the hub system first and in the client system.

Note Note

For detailed information how to configure Master Data Governance for Customer see, Configuring Master Data Governance for Customer.

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Business Functions

In the Customizing activity Activate Business Functions (transaction SFW5) you have activated the following business functions on the client system:

Process

Settings in the SOA Manager

The configuration steps listed below have to be carried out in the SOA Manager (transaction SOAMANAGER) after the hub system has been configured as described in the document Configuring the SOA Manager for Master Data Governance:

Configure the search in the hub system
1. On the Service Administration tab choose Business Scenario Configuration.
2. Choose Create, enter a Name and a Description and choose Next.
3. Choose Add, enter the search term BusinessPartnerBasicDataByElementsQueryResponse_In in the SOA Management dialog box and choose Go.
4. Select the entry and choose Add To Worklist.
5. Select the entry, choose Assign Profiles, select MDG in the Assign Profile dialog box, choose Assign Profiles and choose Next.
6. Choose Add, enter the search term MDG_BS_BP_SEARCH and choose Go.
7. Select the entry and choose Add to Worklist.
  
  Note
  Make sure that the Communication Protocol is Use WS Protocol.
  
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8. Select the entry and choose Assign Business Application.
9. Select a target system (client system) and choose Assign to Service Group.
10. Choose Finish.
  
  Note
  A dialog box is displayed, asking whether you want to activate the business scenario.
  
  We recommend not to activate the business scenario until the business scenario in the client system is activated.
  
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Configure the search in the client system
To configure the search in the client system proceed exactly as you did for the hub system, except Step. 9. Here you have to select the hub system as target system.

Note
To activate the business scenario configuration choose Activate and then choose Process List on the Pending Tasks screen.

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Note
To check whether the configuration works properly choose transaction XD03 in the client system. On the Customer Display: Initial Screen dialog box use the input help of the Customer field. On the Customer Account Number dialog box select the Customer in MDG hub by Address Attributes tab and search for an existing business partner on the hub system.

If necessary, deactivate the business scenarios in the hub system and in the client system, and activate them again in the same order.

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Configure the client maintenance scenario

Note
You can access this specific Customizing using the transaction DRFIMG.

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To define the technical settings for business systems, in the hub system run the following activity in Customizing for Data Replication under Define Custom Settings for Data Replication Define Technical Settings Define Technical Settings for Business Systems .
1. Choose New Entries and enter the following data:
  - Business System <client system>
    
    Note
    The error message that might be displayed can be ignored.
    
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  - Logical System <client system>
  - RFC Destination <client system>
2. Choose Enter, select your entry and choose Define Bus. Systems, BOs.
3. Choose New Entries and select the BO Type 147 Business Partner using the input help.
4. Choose Define Bus. Systems, BOs, Communication Channel, then New Entries and select the following entries:
  - Communication Channel Replication via Service
  - Key Harmonization Key Mapping
  Note
  In the Storage Location for Data Replication field you can decide whether changes are written into the staging area and change requests are created or whether changes are written into the active area without a workflow being triggered.
  
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5. Choose Save.
Note
If you intend to maintain business partner relationships, repeat the procedure using BO Type 1405 Business Partner Relationship with the same settings.

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Note
To check whether the configuration works properly proceed as follows:
1. In the client system choose transaction XD01 and create a new customer.
2. Make sure that the Customer-Vendor-Integration (CVI) creates the corresponding business partner.
3. In the hub system check if a change request or a business partner has been created, depending on your selection in the Storage Location for Data Replication field.
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Configure the copy function

To define the technical settings for business systems, in the client system run the following activity in Customizing under Master Data Governance, Central Governance General Settings Value Mapping Define Technical Settings for Business Systems .
1. Choose New Entries and enter the following data:
  - Business System <hub system>
    
    Note
    The error message that might be displayed can be ignored.
    
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  - Logical System <hub system>
  - RFC Destination <hub system>
2. Choose Enter, select your entry and choose Define Bus. Systems, BOs.
3. Choose New Entries and select the BO Type 147 Business Partner using the input help.
4. Choose Save.
Note
To check whether the configuration works properly, choose transaction XD03 in the client system as described above, and copy an existing business partner from the hub system to the client system .

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Note
To make the Copy button appear on the search result list, the authorization object MDGC_LCOPY has to be assigned to the user.

For further information, see SAP Note 1655835.

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