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© 2021 Coupa Software, Inc.
Copyright notice. All materials within this document and the document itself are protected
by U.S. and International copyright laws and may not be reproduced, distributed, trans-
mitted, displayed, published, or broadcast without the prior, express written permission of
Coupa. You may not alter or remove any copyright or other notice from copies of this doc-
ument. All rights are reserved by Coupa.
To request permission to reprint this document, please contact Coupa directly.
Introduction 5
Audience 5
Functional overview 6
Configuration Requirements 8
Hardware 8
Operating system 11
Additional required software 12
Database requirements 13
User rights 16
Internet connectivity 16
Optional Third-Party Software 18
Microsoft Office 18
PC*Miler 19
PTV XServer Internet 20
Geodata services 20
RateWare XL Server 21
Third-party reporting tools 21
Integration Strategies 22
On-demand import 22
Input pipes 22
3
Contents
Data Guru connection options 25
Cloud data refresh 27
Model Size and Scalability 28
Model optimization performance 28
Sample hardware configurations and run times 32
Performance Improvement 34
Supply Chain Guru X Performance 34
Data Guru performance 39
Security 40
Desktop products 40
Cloud products 40
4
Supply Chain Guru Product Family Contents
Welcome to Coupa’s Supply Chain Guru Deployment Guide.
This document is based on the latest information available for the following Coupa
product releases:
l Supply Chain Guru X version 30
l Data Guru version 30
l Demand Guru version 30
l Data Services version 3.1
Audience
The document has been prepared for IT professionals or system installers concerned with
deployment issues such as:
l Solution Architecture
l Version Control and Software Conflict Avoidance
l Integration
l Hardware Sizing
l Upgrade Management
l Security
Introduction
5
Functional overview
Supply Chain Guru X
l Leading supply chain design and analysis application with interactive interface,
advanced supply chain intelligence database, design engine
l System features include supply chain analysis algorithms and techniques, network
optimization, multi-echelon inventory modeling, product flow path optimization,
demand classification, discrete event simulation, transportation route and asset
optimization, data editing, visualization and reporting
l Cloud-based design platform enables scalable scenario running and sharing across
the enterprise
Data Guru
l Self-service drag-and-drop application empowering all users to connect and trans-
form enterprise data from disparate systems
l Simplifies data transformation and creates documented, repeatable, time-saving
workflows
l Interactive visual tool removes coding and query-building from process; enables
analysts to effectively work with big data
l Design Toolkit’s pre-built tools guide the analyst through every step of the design
process and provides the ability to debug models, analyze input and output, and
apply advanced analytics
6
Supply Chain Guru Product Family Introduction
Data Services
l Provides reference and benchmark data for strategic supply chain modeling
l Accessible through web-based interface and Coupa's Data Guru
l Data sets include mode-specfic transportation costs, transit times, facilities cost
estimates, demographics, risk estimates, geodata, more
Demand Guru
l Data cleansing, blending, and publishing capabilities quickly transform ERP data for
demand modeling
l Out-of-the-box integration with Coupa's Data Cube for powerful causative mod-
eling, giving analysts the ability to incorporate over 500,000 time-series datasets
including weather and macroeconomic data
l Visual modeling capabilities for quick and deep insight into your demand
l Powerful demand forecasting based on innovative machine learning algorithms
l Integration with Coupa Supply Chain products
7
Supply Chain Guru Product Family Introduction
Hardware
Laptops or desktops capable of running Microsoft Windows can run Coupa Supply Chain
desktop products. Recommended hardware specifications are provided below.
Recommended Notes
Display
Supply Chain Guru X
1920 x 1080 None
Data Guru and Demand Guru
1920 x 1080 None
RAM
Supply Chain Guru X
32 GBminimum
64 GB or higher recommended
Memory typically has little impact for small
models. For larger models, if optimization
requires more than the available physical
memory, the operating system pages in vir-
tual memory, which can significantly
degrade performance.
Data Guru and Demand Guru
32 GB None
CPU/Processors
Supply Chain Guru X
Configuration Requirements
8
Recommended Notes
i7 or equivalent processor
3 GHz+ processor
For multi-core processors, SCGX uses
available threads on the machine and
solves any problem with binary or integer
variables as a Parallel MIP; in this case,
the amount of memory required is
increased proportionally as the number of
threads being used is increased.
Data Guru and Demand Guru
Quad core i7 or equivalent processor
3 GHz+ processor
None
Disk
Supply Chain Guru X
2 x 500 GB HDD or 500 GB SSD (Solid
State Drive)
For SCGX, performance running models
from network drives or slower media such
as USB flash drives.
Data Guru and Demand Guru
500 GB SSD SSD strongly recommended for Data Guru
projects of significant size and complexity
Video Card
Supply Chain Guru X
DirectX 11.1 or higher with DirectX
Features enabled
See Video Card Requirements for inform-
ation on determining and upgrading your
DirectX version
9
Supply Chain Guru Product Family Configuration Requirements
Video card requirements
DirectX version 11.1 or higher is required to display maps correctly in Supply Chain Guru
X. To determine your version of Direct X:
1. From Start, type dxdiag in the Search box, and press Enter.
2. Check the DirectX Version value on the System tab in System Information.
3. If the version is listed as 11, check the DxDiag version listed below System Inform-
ation. The version should be 6.02.9200.16384 or higher.
To upgrade your version of DirectX, you can use the information provided here:
https://support.microsoft.com/en-us/help/179113/how-to-install-the-latest-version-of-dir-
ectx
To confirm your DirectX Features:
1. From Start, type dxdiag in the Search box, and press Enter.
2. Select the Display 1 tab and verify the following DirectX Features are enabled:
l DirectDraw Acceleration
l Direct3D Acceleration
3. If either or both of these are not enabled, refer to the following information to update
your DirectX Feature settings:
https://support.microsoft.com/en-us/help/191660/directdraw-or-direct3d-option-is-
unavailable
If you use Supply Chain Guru X on a virtual machine (VM), you must enable 3D Support
for the video card 3D Graphics setting. This is required to display maps. For example, with
vSphere, the VM settings should look similar to the following:
10
Supply Chain Guru Product Family Configuration Requirements
Operating system
Coupa's Supply Chain desktop products require the following:
Minimum Recommended Notes
Supply Chain Guru Xl Windows 8.1 (64-bit)
l Windows 10 (64-bit)
l Windows Server
2012 R2
l Windows Server
2016
l Windows Server
2019
Windows 10 (64-bit) None
Data Guru and Demand Guru
Windows 8.1 (64-bit) Windows 10 (64-bit) None
11
Supply Chain Guru Product Family Configuration Requirements
Additional required software
Microsoft.NET
Supply Chain Guru X
l Microsoft .NET Framework 4.7.1 is required (provided with Supply Chain Guru X
installation).
l Microsoft .NET Framework 4.7.1 is provided by default on manyWindows 10 install-
ations. It can also be downloaded and installed on other supported operating sys-
tems.
Data Guru and Demand Guru
l Microsoft .NET Framework 4.7.1 is required (provided with Data Guru and Demand
Guru installation).
l R-Install 3.3.2 is required for Data Guru’s Time Series Forecasting action and
Demand Guru. For more information, visit https://www.r-project.org/about.html.
Microsoft Visual C++
Supply Chain Guru X
l Microsoft Visual C++ 2013 Redistributable (x64) is required.
l Microsoft Visual C++ 2015-2019 Redistributable (x64) is required.
l These redistributables are provided with the Supply Chain Guru X installation.
Data Guru and Demand Guru
l Microsoft Visual C++ 2013 Redistributable Package (x64) is required.
l Microsoft Visual C++ 2013 Redistributable Package (x86) is required.
12
Supply Chain Guru Product Family Configuration Requirements
Python
Python is required for Supply Chain Guru X when using Simulation scripts that have been
defined in Python, and it is provided with the installations.
l Supply Chain Guru requires Python 2.6.2
l Supply Chain Guru X requires Python 3.8.5
Database requirements
Supply Chain Guru X
Supply Chain Guru X models are stored in Microsoft SQL Server format. If not already
installed, SQL Server 2017 Express RTM LocalDB will be installed as part of the Supply
Chain Guru X installation process. The SQL Server 2017 database instance will be used
as the default for Supply Chain Guru X with new installations.
The default database version for Supply Chain is SQL Server 2017. If you previously had
SQL Server 2016 LocalDB installed and used as the database instance for Supply Chain
Guru X, Coupa recommends that you now use the SQL Server 2017 LocalDB. You can
specify it as the default LocalDB instance as described below:
Use the SQL Server 2017 LocalDB
1. Navigate to C:\Users\<username>\AppData\Local\LLamasoft, where <username>is your login name on the computer.
2. Delete the LocalDBInstance.txt file, which specifies the SQL Server LocalDB
instance that Supply Chain Guru X uses.
3. Start Supply Chain Guru X. When there is no LocalDBInstance.txt file, Supply Chain
Guru X creates a new file and uses the LocalDB instance for the newest version of
SQL Server (in this case 2017).
13
Supply Chain Guru Product Family Configuration Requirements
During Supply Chain Guru X installation, the installer creates an instance using the cur-
rent default SQL LocalDB. If you already have multiple SQL Server versions installed at
the time you install Supply Chain Guru X, the default SQL LocalDB is typically the latest
version. Therefore, if you have SQL Server 2016 and SQL Server 2017 installed, Supply
Chain Guru X will use the 2017 version. SQL Server databases are not backwards com-
patible, so once your models are in SQL Server 2017 format, you cannot convert them
back to SQL Server 2016.
If you plan to connect to a SQL Server Express edition server, be sure to select the UseUser Instance option on the Database Servers tab in Application Settings.
If you plan to connect to a SQL Server Standard edition server, you will need the service
account for the server to have access to the folder(s) you want to use it for. You can either
set up a different account in SQL Server settings that has those permissions, or modify
the permissions on the folders themselves. Coupa recommends updated permissions for:
l C:\Users\<username>\Documents
l C:\Users\<username>\AppData
Supported SQL Server versions
The SQL Server versions supported with Supply Chain Guru X and the Supply Chain plat-
form are as follows:
SQL Server2014
SQL Server2016
SQL Server2017
SQL Server2019
Supply Chain Guru X Yes Yes Yes Yes
Supply Chain (plat-
form)Yes Yes Yes - Default No
14
Supply Chain Guru Product Family Configuration Requirements
l Newmodels and databases created on Supply Chain use SQL Server 2017.
l Supply Chain Guru X currently installs SQL Server 2017 LocalDB. If your current
LocalDB instance is SQL Server 2016, you can specify SQL Server 2017 as the
default LocalDB instance. See Use the SQL 2017 LocalDB for more information.
l While Supply Chain Guru X supports SQL Server 2019, Coupa does not recom-
mend use of this version unless you use only the desktop product.
Database recovery model option - Simple vs. Full
The Simple database recovery model option is recommended when point-in-time data-base recovery is not needed, as this can significantly reduce log file disk space usage.
Simple recovery is commonly used by customers who backup the database frequently
and can accept data loss since the last full or differential backup. The recovery option set-
ting is a database property that can be changed at any time:
If you have disk space concerns, you may be able to address this issue by also using the
Simple option as your Recovery model setting when creating a new database:
15
Supply Chain Guru Product Family Configuration Requirements
Data Guru
Data Guru can directly connect to a variety of databases and other data sources (see
Data Guru Connection Options), but it requires a local instance of SQL Server for storage
of project meta data describing the integration.
An optional SQL Server LocalDB instance can be created during application installation.
However, installation of Microsoft SQL Server full edition or PostgreSQL is recom-
mended.
User rights
Full administrative rights on the target machine are required to install and properly con-
figure Coupa products.
Internet connectivity
You can view and analyze Supply Chain Guru X models in an offline mode; however,
there are times when a model requires access to the internet to refresh data. Similarly,
Data Guru and Demand Guru use the internet for certain data transform actions. Internet
connectivity is required to make use of geocoding and routing providers (see Geocoding
Services and RateWare XL Server in the next section). These web service calls from the
software can be blocked by corporate firewall services if certain ports are blocked.
In most cases, Coupa uses port 443 for SSL connections; if unavailable, then port 80 is
used. The following outside services are utilized:
l *.virtualearth.net (BING)
l Maps.live.com (BING)
l *.maps.live.com (BING)
16
Supply Chain Guru Product Family Configuration Requirements
l *.openstreetmap.org
l api.map.baidu.com (Baidu)
l *.api.here.com (HERE)
l api.mapbox.com (Mapbox)
l openapi.naver.com (Naver)
l api.cloud.ptvgroup.com (PTV)
l api2.sktelecom.com (T Map)
l core.its-mo.com (Zenrin)
The following support article describes how to set up the proxy settings within Supply
Chain Guru X: https://support.coupa.com/s/article/Web-Services-Proxy-Settings
If configuring the proxy settings does not work, Coupa can provide the User Agent
Strings, Hosts, and URLs of the http headers used by Supply Chain Guru X when calling
web services. Contact licensing@coupa.com for assistance.
The following website provides examples of proxy scripts that are set up to allow for these
type of exceptions: http://technet.microsoft.com/en-us/library/dd361918.aspx.
NoteData Guru and Demand Guru do not require the proxy settings described in the
support article.
17
Supply Chain Guru Product Family Configuration Requirements
The software described here allows you to take advantage of additional features and func-
tionality provided by Coupa.
Microsoft Office
Coupa desktop Supply Chain products support Microsoft Access and Microsoft Excel
formats for a variety of functions. For example, the tables in each application support
import and export of Microsoft Excel data. Supply Chain Guru X supports Excel files as
data sources for input pipes. Data Guru also supports Access databases when running in
32-bit mode.
If you wish to use these features with a Coupa desktop application, we recommend that
you have Microsoft Office installed on the same machine as the application.
Special considerations for Microsoft Access use
If you have Microsoft Office 32-bit installed, you may encounter issues with Data Guru pro-
jects. With Microsoft Office 32-bit, Data Guru opens as a 32-bit application to ensure the
Access database connection will work. However, you may encounter "Out of Memory"
issues with the 32-bit version of Data Guru.
Supply Chain Guru X is available as a 64-bit application only. Data Guru projects run from
Supply Chain Guru X will be 64-bit.
Optional Third-Party Software
18
To resolve the issue with 32-bit Microsoft Access:
1. With Microsoft Office 32-bit installed (for example MS Office 2016 32-bit), download
and install the Microsoft Access 2013 64-bit runtime.
2. When the installation is complete, run Data Guru 64-bit and connect to an Access
database. The Access database is now successfully connected to Data Guru 64-bit,
even though the 32-bit version of Access is installed. Data Guru checks the data-
base engine driver and can use the 64-bit runtime version to connect.
Microsoft Access Runtime downloads are available here:
l 2010 Access Runtime - https://www.microsoft.com/en-us/-download/details.aspx?id=10910
l 2013 Access Runtime - https://www.microsoft.com/en-us/-download/details.aspx?id=39358
l 2016 Access Runtime - https://www.microsoft.com/en-us/-download/details.aspx?id=50040
PC*Miler
Supply Chain Guru X supports PC*Miler for geocoding, routing, and distance calculation.
You must have PC*Miler with PC*Miler|Connect. PC*Miler|Connect must be on the same
machine that the Supply Chain Guru X application is installed on.
Supply Chain Guru X can work with PC*Miler version 29 or higher.
For information about PC*Miler | Connect:
http://www.pcmiler.com/products/pcmiler-connect.aspx
Coupa recommends that you set up PC*Miler using the instructions provided by ALK.
19
Supply Chain Guru Product Family Optional Third-Party Software
After installing PC*Miler,Supply Chain Guru X shows it as a provider when it detects the
instance of PC*Miler|Connect installed. You can use the PC*Miler License Tool to confirm
that PC*Miler|Connect is installed.
PTV XServer Internet
Supply Chain Guru X supports PTV XServer Internet for geocoding, routing, and distance
calculation. To use PTV XServer Internet, you must obtain a license from PTVGroup.
Geodata services
You can use a geodata service provider to convert an address to a latitude/longitude tuple
in support of geographic rendering of the supply chain flows. For example, Bing is a trans-
actional geocoding service provided by Microsoft and requires an account to use it. Bing
results in successful geocoding in many cases of different spellings and structures (for
example, state specified vs. not specified). It can often accurately interpret either a local
language, English, or alternate spelling of names for streets and cities. However, in some
areas (such as Eastern Europe), providing postal code information can actually prevent
Bing from successfully geocoding sites.
Mapbox
Mapbox is Coupa’s default geodata provider. The Data Services Tera package provides
50,000 geocoding and 250,000 distance lookups per company per year. If you require
additional geocoding or distance lookups, please contact your Coupa account manager.
Other supported geodata services
Other geodata services supported include:
20
Supply Chain Guru Product Family Optional Third-Party Software
l Bing
l Here.com
l Baidu
l PCMiler
l T map
l Zenrin
l PTV XServer Internet
For any road-level detailed maps, internet access is required.
RateWare XL Server
Supply Chain Guru X supports RateWare XL from SMC3 for obtaining tariff rates. These
rates are based on origin, destination, and weight of shipments, along with the freight
class of products. This service requires an account with SMC3 and a live internet con-
nection. You must set up valid connection credentials within your Supply Chain Guru X
application.
Third-party reporting tools
Any Business Intelligence (BI) or third-party reporting tool that can connect to Supply
Chain Guru X data sources via ODBC can be used to create visualizations and reports.
21
Supply Chain Guru Product Family Optional Third-Party Software
New users conducting ad hoc or one-off analyses often rely on Excel or flat-file interfaces
to import master and transactional data from enterprise systems and data warehouses.
Data Guru is useful for accelerating initial model building as well as automating the model
refresh process. This section describes the options for handling data.
On-demand import
Users running on local hardware can continue the process of manually refreshing their
data in the Supply Chain Guru X model via MS Excel, or by using csv or txt files. This tech-
nique is very common for data updates.
Input pipes
Input pipes offer a more automated method for refreshing data. An input pipe establishes
a pointer to an external data source that is automatically triggered when the model is
loaded into memory. Input pipes are best utilized when entering costs associated with vari-
ous policies and structural elements in a model. To make changes to costs efficiently, you
define external data as input pipes. This uncouples the structure from the costs so that
model costs can be updated whenever they are changed in the external linked file.
Integration Strategies
22
The advantages of input pipes include:
l Making data entry and editing easy
l Dynamic readability of data sources
l Flexibility of data source type
Row-column lookup
This is the equivalent of an Excel pivot table, in which values are read from a row-column
union index. This is also known as an x-y lookup, where x corresponds to the rows and y
corresponds to the columns. A unique combination of the two dimensions x and y extracts
the value and places it into the target field. You can set up input pipes that look up a range
of values rather than matching values. For row-column lookups, you can set up one or two
ranges for the lookup. When using a range lookup, the field represents the lower limit of
the range.
Standard lookup
This is a standardized lookup table where multiple dimensions of lookup parameters can
be stored. Any combinations of these multiple dimensions can be retrieved and input into
the target cells. If looking up two parameters which are normalized, then standard tables
provide the most efficient lookup tool. You can set up input pipes that look up a range of
values rather than matching values. When using a range lookup, the field represents the
lower limit of the range.
Transportation Cost Rate Table
You can automatically look up many transportation rates and input them into the Shipping
Rates table in Supply Chain Guru X. Optionally, you can look up rates from the available
databases for the various transportation lanes. The following base rates are available:
23
Supply Chain Guru Product Family Integration Strategies
l UPS Ground Commercial
l UPS Ground Residential
l UPS 3 Day Select
l UPS 2nd Day Air
l UPS 2nd Day Air AM
l UPS Next Day Air Saver
l UPS Next Day Air
l UPS Next Day Air Early AM
l FedEx Ground Business
l FedEx Home Delivery
l FedEx Express Saver
l FedEx 2Day
l FedEx 2Day AM
l FedEx Standard Overnight
l FedEx Priority Overnight
l FedEx Overnight
Due to limitations in available data, this tool works best for costing transportation lanes
between sites in North America.
Dynamic simulation pipe
For simulation models only, dynamic pipes typically are used to repeatedly look up trans-
portation costs based on a variety of factors (shipment weight, volume, total units) during
the simulation run. Once you define the connection to the data source, the simulation
engine looks up the cost whenever needed. You can use this type of pipe to populate the
Variable Transportation Cost field in the Transportation Policies table. Currently, only .csv
files can be used with dynamic simulation pipes.
24
Supply Chain Guru Product Family Integration Strategies
Data Guru connection options
Data Guru is the recommended method for automated data refreshes, and it can be used
to regularly refresh data elements in established models as well as for initial model build-
ing activities. The user interface enables you to quickly locate and connect to a variety of
data sources and extract the data you need.
Databases
The following database types are supported by Data Guru, and connections to these data-
base types can be created for the methods and modes listed:
Connection Read Write Workspace
Access X X -
Hive (ODBC) X - -
IBM DB2 (ODBC) X X -
ODBC X X -
Oracle X X -
Oracle (ODBC) X X -
PostgreSQL X X X
SAP Hana X X X
SQL Server X X X
SQLite X X -
Teradata X X X
Teradata (ODBC) X X X
l [Read]: Database Import, Select, Aggregation, and SQL import actions can be usedto read data from these databases
25
Supply Chain Guru Product Family Integration Strategies
l [Write]: Database Import, Select, Aggregation, SQL Import, and insert user dataactions can be used to write data to these databases
l [Workspace]: A database used by Data Guru when transforming and blending data
within a project
Files
l Delimited Files [Read/Write]
l Any flat file with delimiters
l Fixed-width files are not supported
l Excel [Read/Write]
l File extensions of xls, xlsx, xlsm
l Worksheets
l Named Ranges
Applications
l SAP [Read/Write]
l Direct SAP client login
l Tableau [Export]
Web services
l Supply Chain Guru X
l Coupa Data Services
l ChainAlytics iFMI Server
26
Supply Chain Guru Product Family Integration Strategies
Bing
l Microsoft Bing account (Bing key required)
Cloud data refresh
Several options are available for refreshing model data on the server:
l Create or update a model locally using either the Supply Chain Guru X desktop cli-
ent or Data Guru, and then upload it to the server.
l Create models and edit model data on the server using Supply Chain Guru X.
l Upload data to populate a new model on the server or, if present, overwrite any
existing contents of the model. Data can also be downloaded from an open model
on the server.
l Upload data into a specific table within an open model on the server.
l Use Coupa’s Data Services to access reference and benchmark data for modeling.
27
Supply Chain Guru Product Family Integration Strategies
The data and other information available here can help predict expected performance and
model runtimes. However, note that while great effort has been made to provide the most
accurate statistics and analyses, every site configuration is unique and actual results will
vary.
Model optimization performance
The performance characteristics of optimization software are fundamentally different from
traditional transactional platforms. Response time and performance can be predicted
(with varying degrees of accuracy) for transactional systems based on capacity loading
assumptions such as number of users, transactions per day, network and hardware archi-
tecture, etc. In a recent study, Coupa researchers collected over 2,000 models, then
grouped and categorized them into roughly 100 classifications for performance analysis.
Model Size and Scalability
28
The following illustration depicts some of the classifications:
Your Coupa account representative can arrange a briefing on the details of this analysis.
The key conclusion of the analysis is this: there is no correlation between the numberof variables and constraints in a model and amount of time required to solve. Thefollowing charts illustrate some of these findings.
29
Supply Chain Guru Product Family Model Size and Scalability
The following chart depicts how solve time can be affected when only the number of vari-
ables is considered -
30
Supply Chain Guru Product Family Model Size and Scalability
The addition of binary or integer constraints (batch-wise production, incremental lot sizes,
modeling individual container sizes for transport, etc.) can add an exponential factor to
the time required to solve -
Note that these conclusions are not associated with the design of the Coupa products.
These characteristics are derived from industry standard solvers common to numerous
planning platforms employed by software products across the Supply Chain Planning and
Optimization space.
Coupa’s Applied Research team is available to assist with model tuning to improve per-
formance.
31
Supply Chain Guru Product Family Model Size and Scalability
Sample hardware configurations and run times
The traditional platform for supply chain design software is a laptop or desktop envir-
onment. Coupa’s strategic direction is to enable all supply chain design tasks to be per-
formed in the cloud. However, while the cloud platform is expanding quickly, as of this
writing, a local computing platform (and license) is still required for model construction
and data integration activities.
The following table provides sample hardware configurations and run times for a range of
models – from simple, to moderately detailed, to very large. While an effort was made to
provide some sizing metrics for guidance, until the final model is built with all its con-
straints, it is extremely difficult to predict run times. The information presented here
should help determine how much to invest in laptop/desktop performance.
32
Supply Chain Guru Product Family Model Size and Scalability
Model Size and Scalability Sample hardware configurations and run times
Supply Chain Product Family Supply Chain Product Family Deployment Guide 33
This section describes the most common techniques for addressing scalability and per-
formance issues.
Supply Chain Guru X Performance
Tune the Model
Once a model has been constructed and validated to solve and meet output expectations,
the Coupa Applied Research department can provide expertise in analyzing and tuning
that model. These minor adjustments typically do not require any software customization.
Contact your Coupa Account Representative to arrange for this service.
Increase laptop/desktop performance
Insufficient memory is a common cause of performance problems. The underlying optim-
ization solvers can consume two or three times the amount of memory as the initial basic
formulation in an attempt to improve response time. Whenever physical memory limits are
reached, the operating system will begin to page and thrash portions of the problem to the
disk, which dramatically degrades performance. If the model is too large to load into the
application, it may crash.
Processor speed and number of cores can also influence solve time.
Performance Improvement
34
Optimize on a local server
From an IT perspective, there are several advantages to setting up a server-based imple-
mentation of the Coupa desktop family of products:
l Advantages
l Shared access to high-performance hardware. As the number of usersgrows, it becomes more cost effective to have a central shared computing plat-
form instead of investing in stronger local hardware.
l Performance Monitoring and Load-Balancing. The environment can be vir-tualized in a server farm to ensure good performance.
l Automated backup and recovery can be more easily administered.Many corporate IT protocols provide for automated backup of end-user com-
puting platforms as well; however, recovery might not be as smooth.
l Software Upgrades. Coupa is a highly innovative software firm and typically
provides several releases per year. Managing these releases can be easier
on a server.
l Disadvantages
l IT Support Required. Setting up and managing a server requires IT support,which is increasingly in short supply. Most IT organizations have significant
lead times for project support.
l Reduced Flexibility. From an end-user/modeler perspective, a server imple-
mentation limits the flexibility of the user due to network access dependency.
Modelers who frequently travel and/or work offline will prefer to invest in a
stronger laptop and/or the cloud approach instead of a server-based install-
ation.
35
Supply Chain Guru Product Family Performance Improvement
Guidance
l When the frequency of model refreshes from enterprise systems must be at
least monthly or weekly, setting up a server-based environment is recommended.
Most classic supply chain design use cases do not require frequent data refreshes
and typically work from a snapshot of data (for stability of analysis reasons) through-
out the duration of the project or initiative. Use cases supporting S&OP and/or
order fulfillment strategies require frequent refresh of inventories and customerorder data, and perhaps other data as well. When enterprise data needs frequent
refresh, a central common data hub for integration and/or server-based installation
should be considered.
l When the number of users grows large (more than a dozen) and the majority
of the models are moderately detailed or large, then a server-based envir-
onment may be appropriate. The key factor in this equation is whether your stand-
ard laptop configuration is robust enough to be productive without hitting memory
limitations. The Cloud Solver is an attractive option for running models, but if your
laptops require significant investment or upgrade just to perform basic modeling
tasks, then a server environment may be a less expensive solution.
Server deployment considerations
All of the same basic requirements for hardware and third-party software apply to server
deployments. There is no client/server (or otherwise different) version of Coupa's desktop
software specifically designed to run on a server.
Server-based licensing subscription
A third-party licensing software application, Reprise License Manager (RLM), is required
to run on the license server computer and track how many licenses are available and how
many licenses are in use.
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Supply Chain Guru Product Family Performance Improvement
Coupa provides a copy of RLM, along with comprehensive installation instructions to
assist with the deployment of RLM on aWindows license server machine.
Shared server remote desktop access
MS Remote Desktop Services or Citrix Desktop Terminal Services are recommended.
NoteIf more than two concurrent terminal server connections to the Shared Server com-
puter are required, that server is then considered a Terminal Server by Microsoft,and you must pay for Remote Desktop Services Client Access Licenses (RDS
CALs) to enable users to connect to it. These separate licenses are purchased dir-
ectly from Microsoft Corporation.
Virtualized server deployment
Coupa's software must be installed on a Microsoft Windows operating system. Coupa
does not preclude the deployment of its software within a virtualized deployment.
Optimize on the cloud
The cloud platform provides excellent price performance by enabling users to solve mul-
tiple what-if scenarios in a fraction of the time it would take to run them locally. Users can
solve models either locally or on the cloud as needed. The two environments work
together to fully support the modeling process.
Component Standard Laptop Coupa Cloud SolverDesign Engine Servers**
Default Option 1 Option 2
CPU Cores Dual Core
2.4 GHz
4 Core
2.5 GHz
8 Core
2.5 GHz
16 Core
2.5 GHz
Logical Processors 4 8 16 32
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Supply Chain Guru Product Family Performance Improvement
Component Standard Laptop Coupa Cloud SolverDesign Engine Servers**
RAM 32 GB 64 GB 128 GB 256 GB
Hard Drive 7200 RPM SSD SSD SSD
**Specifications represent an example hardware setup for Coupa's cloud solver. Options
1 and 2 are available for an additional charge.
l Advantages
l No IT Support Required. The cloud option is immediately available to exist-ing Supply Chain Guru X desktop users.
l Unlimited Power On Demand. Solve requests are added to a queue, whichautomatically launches additional servers as needed.
l Built-in Parallel Processing. The cloud solver automatically processes mul-tiple what-if scenarios in parallel that would otherwise be run sequentially on
local hardware.
l No hardware to maintain. No operating system updates or hardware to man-
age.
l Collaboration and Knowledge Management. The cloud enables publishingand sharing of models under controlled security permissions within the organ-
ization.
l Disadvantage
l IT Approval Required.Most IT organizations must verify that Coupaprovides adequate security controls, which requires additional time prior to the
actual implementation process. Refer to Security for more information.
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Supply Chain Guru Product Family Performance Improvement
Data Guru performance
Data Guru uses relational databases as its primary data processing engine, and so per-
formance is impacted by the available RAM as well as the type of storage. Any per-
formance improvements made to the MS SQL Server environment also benefit Data
Guru. MS SQL Server Express is included with the client installation of Data Guru.
Data Guru allows you to transform your data on a cloud or local server. If the data trans-
formation process is to occur locally, you should upgrade your hardware. A Solid State
Drive (SSD) and increased memory are strongly recommended.
BasicClient
StandardClient
Low EndServer
StandardServer
HighPerformance
Server
PurposeUser client machinefor day-to-day work
Dedicated data server to be accessed byclient machine
Data (GB) 4 or less 6-10 10-30 30-60 75 or greater
CPU Intel i7 Intel i7 Single
Xeon pro-
cessor
Single
Xeon pro-
cessor
Dual Xeon pro-
cessor
Memory(GB)
6 10 32 64 128 or greater
HardDrive
240 BG
SSD
500 GB
SSD
RAID Array RAID Array SAN/SSD
RAID Array
SQL SQL
Express
SQL
Express /
SQL Stand-
ard
SQL Stand-
ard
SQL Stand-
ard
SQL Enterprise
OS Win 8 (64-
bit)
Win 8 (64-
bit)
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Supply Chain Guru Product Family Performance Improvement
Desktop products
Supply Chain Guru X desktop client, Data Guru, and Demand Guru are installed on cus-
tomer hardware and are therefore subject to their company’s internal security protocols
and procedures. Supply Chain desktop product users should be advised of these pro-
cedures.
Cloud products
In recognition of the sensitive nature of data involved in supply chain design, Coupa takes
security very seriously. This section describes our SaaS offering and the security meas-
ures in place.
Service provider locations
Coupa currently hosts our cloud products with secure data center provider AmazonWeb
Services for additional on-demand processing power. The data centers are located in the
United States.
Physical security
The cloud platform is housed in AmazonWeb Services top-tier data centers with secure
cages, redundant power, and diverse high bandwidth access through the Internet.
Security
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SOC Certification
Coupa's data center providers are SSAE 16 (SOC 1, SOC 2) certified, and SAS70-cer-
tified tier 3. SOC reports that thoroughly describe the physical controls in place for
AmazonWeb Services are available upon request to Coupa customers with an active and
current mutual Non-Disclosure Agreement.
Infrastructure security
Internet access to cloud platform is hardened. Online access points are restricted to
secure HTTPS. Coupa can establish secure communication sessions to our services
using SSL (Secure Sockets Layer). No other ports are opened.
There are no wireless access points as a part of the Coupa networks at our data center
co-location provider. This restriction is an additional control to ensure that no wireless
access is possible to the servers and systems.
The firewall is Next Generation. All systems have malware protection software installed
and active. Automatic updates are in place. All users must be authenticated for access.
Data security
Supply Chain Guru X desktop users may exercise the “Cloud Solver” option to push their
models to our hosted solver and optimize on the cloud for scalability and performance
benefits. The data transfer method employs a secure encrypted tunnel. The encryption
method is AES 256. Upon completion, the results are returned to the desktop using the
same secure method. All data transfers between client systems and our cloud are sim-
ilarly secured.
Modelers can also upload a completed model from Supply Chain Guru X desktop or auto-
mate a model build/refresh using Data Guru. These models can persist in our cloud and
be shared with co-workers. All traffic between customer sources (behind the customer fire-
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Supply Chain Guru Product Family Security
wall) and the cloud platform are encrypted. Models at rest in the system are similarly
encrypted.
l TLS is required.
l SSL 2.0 and 3.0 are not supported.
l SFTP is not supported.
For retention purposes, administrators and builders can choose when to delete models
from our cloud server. Coupa does not delete any customer data as long as the customer
maintains their term license subscription to the service. Upon termination, it is the cus-
tomer’s responsibility to download any models or data they wish to archive.
Unless prior arrangements are made, Coupa deletes all customer data after the ter-
mination of service. Backups are retained for 30 days, and then those backups are auto-
matically deleted.
Chain of custody follows the licensee. In the event of a merger, acquisition, or divestiture,
users may need to change their email addresses and re-authenticate their logins.
The cloud platform is a multi-tenant system; however, all customer data is segregated
and stored independently in separate file systems. Strong separation of duties is enforced
to ensure data privacy.
Production environments are physically and logically separated from all other envir-
onments, including development.
Privacy Shield
Coupa is certified under the EC- and Swiss-approved Privacy Shield program admin-
istered by the U.S. Department of Commerce and enforced by the U.S. Federal Trade
Commission. The Privacy Shield certification covers Business Personal Data, the core
information necessary for Coupa to license, support, and maintain its software and ser-
vices, as well as provide credentialing and use authorization.
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Supply Chain Guru Product Family Security
GDPR
The cloud platform is compliant with the European Union General Data Protection Regu-
lation 2016/679 (GDPR). This includes the use of Business Personal Data, the core
information necessary for Coupa to license, support, and maintain its software and ser-
vices, as well as provide credentialing and use authorization.
Monitoring
Proactive system and network monitoring systems are in place 24x7x365 to provide
important security measures such as distributed denial of service (DDoS) protection and
password brute-force detection on accounts.
Internal vulnerability scans/penetration tests are completed two times per week. External
vulnerability scans/penetration tests (by an independent third party) are completed a min-
imum of once a year.
The system is scanned twice a week for vulnerabilities.
Audit logs are monitored and retained for at least 90 days.
We maintain a documented system patch and security update procedure. All system
patches are regularly updated. Typically, systems are updated at least once a month, and
more frequently in the event of a critical security patch.
A defined and documented incident response process is in place, as well as a breach noti-
fication procedure.
Application development
Coupa adheres to industry best practices for secure application design and development.
Our staff utilizes a SAST (Static Application Security Testing) product, which is a com-
mercially available third-party tool to analyze source code for security issues on a regular
basis.
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Supply Chain Guru Product Family Security
Backup and recovery
The system is backed up (full backups) nightly. Backups are encrypted and stored at a dif-
ferent data center. Two full weekly instance backups are retained. A disaster recovery
plan is in place. Users can also download models to their desktop as a redundant backup
step.
Files deleted accidently may be recovered provided that a support request is submitted
immediately. Daily backups are relocated to offsite storage every 24 hours.
Uptime
Planned maintenance is scheduled in advance to minimize customer impact for the North
American Hosted Platform. Coupa reserves the right to change the schedule. A noti-
fication is sent to all users at least 24 hours in advance of any planned maintenance.
User login
Each user has authenticated and unique security credentials, eliminating the need for
shared passwords or keys while supporting the security best practices of role separation
and least privilege.
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Supply Chain Guru Product Family Security
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