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High Level: How to set up SDI connection for IBP usage

This is a try to outline the overall pictures and personnel involved WITHOUT going into the details of each step. Check the good documentation in the online documentation for details. And it does NOT include EVERY step.

The best entry point you can under help.sap.com/IBP –> section “Related Products”, pick the correct link and from there go to the Application Help. There is a nice chapter “How Does the Integration Work” which everyone should read!!!

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As of today, it is not possible to create or change master or transactional data manually for real usage within IBP for the external data needed for Response and Supply. And you cannot use the Data Integration App for that purpose either

Hence, SDI = Smart Data Integration is used for this purpose.

Plus, since IBP release 1811 the time series based integration via CPI-DS (Cloud Platform Integration for Data Services, formerly known as HCI) was enhanced with the first templates for supply processes which grab the /IBP/…-tables on ECC or S/4HANA side via extractors. It is possible to do source code based extensions to these extractors. For that, the steps need to be done until you fill the tables in ECC or S/4HANA, no need of the steps within IBP (unless you want to load the calendars).

In every step I try to list prerequisites and suggest which role can take the job, but that may differ from project to project and is only a rough guideline in order to discuss your resource upfront a project

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So, here you go:

  1. In IBP by consultant:
    Create a planning area for response, as of today based on template SAP7
    You can adjust the model to your needs, but that is not necessary for the pure SDI integration
    Prerequisite: IBP System available
    Note: Since 1811 you need to assign an integration profile to your planning area. You can start with the default integration profile and adjust it later when you have created it, or you switch the order of the steps and first create all integration and then directly assign the integration profile when you copy SAP7 from standard.
  2. In IBP by consultant:
    Configure Settings for Order Based Planning for your planning area
    Prerequisite: Planning area available
    Note: Since 1811 you need to assign an integration profile to your planning area. You can start with the default integration profile and adjust it later when you have created it, or you switch the order of the steps and first create all integration and then directly assign the integration profile.
  3. In ECC or S/4HANA by BASIS team:
    Install AddOn for either classical ECC (even when on HANA) or S4/HANA.
    The AddOn differs for the two and you can find related info under help.sap.com/IBP –> section “Related Products”, pick the correct link and from there go to the Administrator’s guide
    The AddOn provides the /IBP/…EXT tables holding the data to be integrated, plus reports & transactions that are necessary to fill these tables for the integration for both SDI and the new CPI-DS framework, plus the authorization objects needed on ECC/S4 side.
    Prerequisite: You need an IBP license in order to download the necessary software
  4. Optional:
    In ECC or S/4HANA by BASIS / Development / consultant:
    Check OSS Notes for the AddOn: Most should be included in the AddOn already if you pick the most recent ones, but there are always new OSS notes that are valid until the next upgrade of the AddOn. Depending of the note’s content you may decide to install them as well
  5. In ECC or S/4HANA by AUTHORIZATION team:
    Create roles and assign it to the integration User, plus the roles for the business users working in ECC / S4 on the integration (run the jobs, maintain the additional master data etc)
    The relevant “Security Information” can be found in help.sap.com/IBP –> section “Related Products”, pick the correct link and from there go to the Administrator’s guide –> Security Information
    Prerequisite: AddOn installed
  6. On any server on premise or in a demilitarized zone (DMZ) by BASIS team or your hoster company:
    A) Install DP-Agent = Data Provisioning Agent = SDI Agent (all just different wordings)
    Prerequisites: Have a server available. And depending on whether you install on Linux or windows server make sure you have someone that knows the related transactions. You need an IBP license and an S-User with enough authorization in order to download the necessary software
    B) Connect the agent to HANA, then register ABAP or File Adapter, and set preferences of FileAdapter (folders, access token)
    Prerequisite: Have the user’s password from the initial IBP system notification for the users SDIINTEG (the technical integration user towards IBP) and SDICONFIG (the user needed on the agent to do the configuration).
    In case of forgotten password, ticket should be opened on SCM-IBP-OPS-SRV https://launchpad.support.sap.com/#/notes/0002799038
    Make sure all needed ports are open, and whether you need to work with proxies.
  7. In ECC or S/4HANA by BASIS / Development / consultant:
    Configuration settings such as NDV2, BF11, BD61 etc, similar with what you need to do for CIF setup. Can be found in the “Setting Up the System Infrastructure” of the administrator guide (see above)
    Prerequisite: AddOn installed in ECC or S/4HANA
  8. In IBP by consultant together with BASIS:
    Configure remote source (own Tile ) and test it.
    Usually BASIS does not know the App, but they have the information you need to fill out there. Here you need the integration user’s credentials created with step 5 that connects the ECC/S4 with IBP. And here you maintain the ECC/S4 system information for the connection towards IBP.
  9. Optional:
    In ECC or S/4HANA by Development / consultant: BADI Implementation.
    A BAdI = “Business Add In” is meant to influence customer’s business data.
    With the BAdI implementation you influence the content (but not the structure) of what is loaded via the /IBP/…-reports into the Interface-tables. This can include e.g. selection criteria into the integration model, or removal of special signs from table content.
    It is very likely that you need a BADI, but you may be able to have an initial first load on few data without any. Help can be found in the Application help of the AddOn (see above)
    Prerequisite: AddOn installed to have the /IBP/… reports and tables available
  10. In IBP by consultant:
    In IBP set up the “integration profile” (own tile)
    Since 1902 it is possible to connect multiple ECC or S/4 to your IBP system. So here you set up to which planning area which data from which one or several ECC or S/4 systems are integrating from
    Note: There can be only one operative planning area for one integration profile. So if you have multiple planning areas, you can only back-integrate to EC or S/4 from the operative one. You can still use the others for testing or simulation.
    Prerequisite: Remote source is set up
  11. In IBP by consultant:
    Assign the integration profile to your planning area
    Prerequisite: Planning area and integration profile created.
  12. In IBP by consultant:
    Adjust the Settings for Orderbased Planning and exchange the integration profile
    Prerequisite: Planning area and integration profile created.
  13. In ECC or S/4HANA by consultant:
    A) Configure the basic IBP integration which you can find if you execute transaction /n/IBP/INT_MENU to open the new IBP-menu
    Prerequisites: AddOn installed and basic settings from step 7 executed
    B) Run the reports to fill the /IBP/-tables in ECC (and later schedule them on regular basis) and check result in the /IBP/…._EXT – tables.
    These tables are later transmitted 1:1 without any further logic into the IBP system, where the tables exist identically.
    Prerequisites: basic IBP integration settings maintained
  14. In IBP by consultant:
    Run the integration job in the “Application Jobs” tile based on the remote source in IBP (and later schedule them on regular basis)
    Prerequisite: All above done. Make sure you select an API that fits with the ECC or S/4HANA AddOn release else the job will fail.
    If you just want to check whether the connection itself is fine, try first with loading e.g. the calendars first, here the chance for a failure due to inconsistent data is the least
  15. In IBP by consultant:
    Check result of integration in the Apps of the General Response Planner such as “View Products” for product master data or “View Projected stock” for transactional data.

 

For proper Response functionalities you need some more configuration depending on your relevant processes such as maintaining the  “Forecast Consumption Profile” and assign it to location products, which for this example can be found in the group of the “Order-based Planning Configuration”. Some of them need additional master data maintenance in ECC or S/4HANA, either manually by transaction e.g. /IBP/ECC_MDSET, or via automatic fill via BADI, before interfacing them to IBP. But this shall NOT be part of this high level guidance.

 

Hope you enjoy…

 

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Amendment Feb 22, 2019: For the re-use of the Add-On for CPI-DS-based time series data load:

 

7 Comments
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  • Hi Ingrid , All

    I’ve been reading through the application help files but unable to find an answer.

    For the SDI agent, there is enough documentation to install the agent itself. But i cannot find information on the configuration for this. I suppose the IBP addons installed in ECC/S4 are of the type ABAP adapters and i guess this is where the SAP credentials maintained?

    I understand the SDI agent is connecting to a HANA instance and in this context it is the IBP’s hana through the SDIINTEG user. but for the S4/ECC side the linkage is not so clear.
    I suppose I’ll find the answers trying it but at the moment I am trying to estimate the work required and looking at the details as much as possible before I get my hands on test systems

    Thanks,
    Ram G.

  • Just made a one long-overdue update:
    Since already 1902 release we can connect multiple ERP / S/4 systems,
    which is why the integration profiles had been introduced the release before.