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    Session ID: MDM202Configuration ofMatching-Strategies for

    SAP Master DataManagement

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    SAP AG 2004, SAP TechEd / Session MDM202 / 2

    Contributing Speaker(s)

    Christian BehreNetWeaver Product Management, SAP AG

    Remo DuranteSolution Architect, SAP Deutschland AG & Co.KG

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    SAP AG 2004, SAP TechEd / Session MDM202 / 3

    Learning Objectives

    As a result of this workshop, you willbe able to:

    understand the role of the Master Data Management

    understand the architecture of the Content Integrator

    understand the matching process

    explain the Content Integrator settings

    understand the meaning of Normalization and MatchingAlgorithm and how to adopt them

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    Overview

    ArchitectureNormalization

    Matching Algorithm

    Implementation Considerations

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    SAP AG 2004, SAP TechEd / Session MDM202 / 5

    MDM A Key Capability of SAP NetWeaver 04

    SAP NetWeaver MDM

    Enables companies to store,augment, and consolidate

    master data with high qualityEnsures consistent distribution to

    all applications and systems within aheterogeneous IT landscape

    Leverages existing IT investmentsin business-critical data

    Delivers vastly reduced TCO byeffective master data management

    ensuring cross-system dataconsistency

    Accelerates and improves theexecution of business processes

    SAP NETWEAVER

    ONE PLATFORM ONE PRODUCT

    SAP NetWeaver

    Com

    positeApplication

    Framework

    PEOPLE INTEGRATION

    Multi channel access

    Portal Collaboration

    INFORMATION INTEGRATION

    Bus. Intelligence

    Master Data Mgmt

    Knowledge Mgmt

    PROCESS INTEGRATION

    IntegrationBroker

    BusinessProcess Mgmt

    APPLICATION PLATFORM

    J2EE

    DB and OS Abstraction

    ABAP

    L

    ifeCycleMgmt

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    SAP AG 2004, SAP TechEd / Session MDM202 / 6

    SAP NetWeaver: Delivering on the promise of ESA

    SAP NetWeaver

    COMPOSITEAPPLICATIONFRAMEWORK

    PEOPLE INTEGRATION

    Multi channel access

    Portal Collaboration

    INFORMATION INTEGRATION

    Knowledge Mgmt Bus. Intelligence

    PROCESS INTEGRATION

    IntegrationBroker

    Bus. ProcessMgmt

    APPLICATION PLATFORM

    J2EE

    DB and OS Abstraction

    ABAP

    ...

    Procurement Sales Shipment

    Master Data ManagementMaster Data Management

    R/3 SRM Siebel i2 Legacy

    P O i f SAP MDM

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    SAP AG 2004, SAP TechEd / Session MDM202 / 7

    SAP NetWeaver

    Enterprise Portal

    Exchange Infrastructure

    Application Platform

    Master Data Management

    BI

    KnowledgeMgmt.

    Process Overview of SAP MDMLoading Master Data

    IILoading Master Data with Periodic Inbound Collector

    Client triggers the load PUSH principleILoading Master Data with Extraction

    MDM triggers the load PULL mechanism

    4

    3

    3

    Legacy 3rd Party

    22

    ERP CRM

    222

    3

    4

    Legacy

    2

    1

    1

    II

    1

    I

    4

    Staging4

    Process Overview of SAP MDM

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    SAP AG 2004, SAP TechEd / Session MDM202 / 8

    SAP NetWeaver

    Enterprise Portal

    Exchange Infrastructure

    Application Platform

    Master Data Management

    BI

    KnowledgeMgmt.

    ERP CRM Legacy 3rd Party Legacy

    3

    5

    ?=

    6

    7?

    CI

    DatabaseStaging2

    1b

    1bConsolidating Master

    Data from Staging (PIC)

    1a

    1aConsolidating Master

    Data from Extraction

    Valid for both

    process variants

    4

    9

    =

    Process Overview of SAP MDMConsolidating Master Data

    Process Overview of SAP MDM

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    SAP AG 2004, SAP TechEd / Session MDM202 / 9

    SAP NetWeaver

    Enterprise Portal

    Exchange Infrastructure

    Application Platform

    Master Data Management

    BI

    KnowledgeMgmt.

    ERP CRM Legacy 3rd Party Legacy

    ?=

    Process Overview of SAP MDMConsolidating Master Data - Example

    Ca. 95816Brown & Partner Inc. 248 Meadow Lane Drive Sacramento

    CA 93860Brownes & Partner MEADOW Lane San Diego

    Ca. 95819Brown Inc. 248 Meadow Lane Drive Sacramento

    Demo

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    SAP AG 2004, SAP TechEd / Session MDM202 / 10

    Consolidating Master Data Challenges & Solutions

    How can the data from different systems be comparedat all?

    How can duplicates or identicals be determined?

    How can granted/may be/most probably nothits be distinguished?

    How can the system itself decide what cleansing cases to automatically confirm as duplicates or identicals? present to the master data specialist to take a decision?

    automatically confirm as non duplicates or identicals?

    MDM cleansing capabilities provide:

    Normalization capabilities to store unaligned data in a comparableformat

    Object type related Matching algorithms to compare data sets Ranking on matching results to calculate matching scores

    Lower and Upper Score Thresholds to pre-decide on cleansing cases

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    Overview

    ArchitectureNormalization

    Matching Algorithm

    Implementation Considerations

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    SAP AG 2004, SAP TechEd / Session MDM202 / 12

    SAP MDM 3.00 - Architecture

    BI (BW 3.5)

    EP 6.0

    Master

    Data

    Clients*

    *i.e. SAPERP, CRM,

    SRM

    Master Data Engine 3.00

    master data administration process control (process chains) Inbound staging UIs logical routing

    SAP Solution Manager 3.1Content Integrator 3.00

    matching engine key-mapping administration

    XI 3.00

    technical routing structure mapping key-mapping

    cache (new 3.0)

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    SAP AG 2004, SAP TechEd / Session MDM202 / 13

    Content Integrator - Process Overview

    Master Data Server (MDS)

    Matching

    GetMatchingCandidates

    CalculateScore

    Content Integrator (CI)

    Upload

    Validation

    Cleansing

    ID-Mapping

    Normalization

    GetNormalizedAttributeKeys

    Global Normalizer

    NormalizeObjects

    Master Data Client (MDC)

    BusinessPartner 1

    BusinessPartner 2

    BusinessPartner 5

    BusinessPartner 4

    BusinessPartner 3

    Stag

    ingArea

    XML-File

    Product 1

    Product 2

    Product 3

    Product 4

    RFC

    The explication you can find in the notes

    C t t I t t P D t il

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    SAP AG 2004, SAP TechEd / Session MDM202 / 14

    Master Data Server (MDS)

    Staging Area

    1. Upload 2. Normalization

    Content Integrator Process Details

    3. Matching4. Cleansing

    Validation

    Mapping

    readsGetNormalizedAttributeKeys

    NormalizeObjects writes

    reads

    CalculateScoreScore TablewritesreadsID-Mapping

    Table

    writes

    RFC XML-File

    Generation ofMDS-Objects

    Global Normalizer

    Object StoreTable

    Index Table

    GetMatchingCandidates

    Comparison

    writes

    API

    the Normalization is triggered again for the MDS Object

    (stops after writing into the Index Table)

    writes

    MDS

    API

    CI

    O i T bl Vi

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    SAP AG 2004, SAP TechEd / Session MDM202 / 15

    Overview: Table View

    MDS-Objects with the information,to what MDC-Objects they aremapped

    mapped MDC-Objects

    for every new process the contentis overwritten

    MDC-Data that lies abovethe lower threshold with therelated calculated score

    normalized and indexed MDS-Datanormalized and indexedMDC-Data

    MDS-Objects with attributesMDC-Objects without attributes(exist only to hold the references)

    MDC-Objects with attributes

    Content end of processContent during processTable

    Object StoreTable

    Index Table

    Score Table

    ID-MappingTable

    M t hi St t (C t t)

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    SAP AG 2004, SAP TechEd / Session MDM202 / 16

    Matching Strategy (Context)

    The Matching Strategy

    contains settings to

    Normalizing Algorithm

    Matching Algorithm

    is defined dependent on

    the particular Business Objects

    the requirements of the customer

    is used within a Matching Context (e.g. Global Spend)

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    Overview

    ArchitectureNormalization

    Matching Algorithm

    Implementation Considerations

    Normalization: The Process (Generally)

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    SAP AG 2004, SAP TechEd / Session MDM202 / 18

    Master Data Server (MDS)

    Staging Area

    1. Upload 2. Normalization

    Normalization: The Process (Generally)

    readsGetNormalizedAttributeKeys

    NormalizeObjects writes

    RFC XML-File

    Global Normalizer

    Object StoreTable

    Index Table

    writes

    CI

    Global Normalizer Makes the data comparable Perticular settings:

    Ingnore blanks, special characters or several punctuation marks Upper and lower case

    Normalizing Algorithm GetNormailzedAttributeKeys

    Finds the indices that are defined within the coding NormalizeObject

    Indicates the data and writes them into the index table

    Settings for the Global Normalizer

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    Settings for the Global Normalizer

    Object Type

    Upper or lower case

    Insert the character you want to include or exclude.

    Include or exclude the characters

    Enter the Reference Path

    Enter the Source Path / Target Path

    Settings for the Global Normalizer

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    Settings for the Global Normalizer

    Upper or lower case

    This concerns the whole content of the array. Include or exclude the characters

    If you include a certain amount of characters, the other characters,that are not separately mentioned are automatically excluded.

    Insert the character you want to include or excludeBe careful with the character : It must not stand in the lastposition when listing several characters. The characters have also tobe listed without any separator.

    Enter the Source Path/Target PathIt corresponds to the array name of the source/target table. You canget it form the Development Guide at the Service Market Place.

    Enter the Reference PathYou can get it from the object scheme displayed in the DevelopmentGuide at the Service Market Place.

    Global Normalizer

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    Global Normalizer

    Object model diagram of the Content Integrator

    Business Partner

    Reference Path

    Source Path/Target Path

    (source: Development Guide for Matching Strategies)

    Normalizing Algorithm

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    Normalizing Algorithm

    GetNormalizedAttributeKeys

    The indices can be defined within the javacoding

    You can define as an index

    one array

    several arrays

    a certain part of an array(e.g. the first 8 characters)

    Due to the fact that you can manipulatedirectly in the coding, the specification ofthe indices is very flexible.

    Normalizing Algorithm

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    Normalizing Algorithm

    NormalizeObjects

    The data are indicated and written into the index table, dependentfrom the previous coding settings:

    Mandant Object ID consecutive numberingof data records havingthe same ObjectID

    Matched Entity ObjectID Column Key/Index ColumnValue

    oneobject

    NameNormalizer Customizing

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    NameNormalizer Customizing

    It may contain:

    The definition ofNonNameTokens

    The substitution of several characters or aspecial character string

    The adding/truncation of several characters

    or a special character string

    At the SAP Enterprise Portal a Normalizing Algorithm Customizing in XML-Format can be uploaded.

    Settings for Normalizing Algorithm

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    g g g

    Customizing XML file accordingto the Normalizing Algorithm.

    Java Classname for

    Normalizing Algorithm

    Example Normalization

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    SAP AG 2004, SAP TechEd / Session MDM202 / 26

    p

    Activity Example"Mnchen Traffic Corp."

    1 Remove fill signs like "# _ - / \ . ,"

    "Mnchen Traffic Corp"

    2 Convert to upper case

    "MNCHEN TRAFFIC CORP"

    3 Normalize special characters according to predefinedlist (replace by AE)

    MUENCHEN TRAFFIC CORP

    4 (Tokenize) Cut name into tokens using list of tokenseparator: , "-"

    MUENCHEN, TRAFFIC, CORP

    5 Check and mark token against predefined list of non-name tokens (like CORP, BANK).

    MUENCHEN, TRAFFIC, CORP

    6 Check for minimum Length.

    MUENCHEN, TRAFFIC, CORP

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    Overview

    ArchitectureNormalization

    Matching Algorithm

    Implementation Considerations

    Matching: The Process (Generally)

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    3. Matching4. Cleansing

    reads

    CalculateScoreScore Tablewrites

    Index Table

    GetMatchingCandidates

    GetMatchingCandidatesReads the content of the Index Table

    CalculateScoreCalculates the score between the indicated data records

    the score is calculated with the help of the settings in the xml-file

    dependent on the defined upper and lower threshold, the results arewritten into the Score Table

    objects with a score below the lower threshold are not written into theScore Table

    Matching Algorithm

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    CalculateScore

    Calculates the score between the indicated data records with the help ofthe settings in the XML-File

    Matching Algorithm contains:

    the definition of the score for theparticular attributes

    conditions for the matchingcheck (e.g. check in a certainorder with a special dependence)

    The score values in a existing XML-File can be replaced without changing the

    Matching Algorithm.

    Matching Strategy BP_300_Token_cust - Organizations

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    sum if sum 90(90 + (sum90)/10) if sum 90100 if sum > 190

    Sum up

    scoring points

    Score

    Only for ABA

    BuPaavailable

    Comment

    +15 if match, else +0Partner/address/postalCode

    +15 for first match of NameToken else+0+5 for each additional match of NameToken+5 for each match of HouseNumber

    +5 for each match of NonNameToken

    Partner/address/streetPartner/address/houseNumber

    +10 if match, else +0Partner/address/city

    +5 if match, else +0Partner/address/region

    -30 if no match, else +0Partner/address/countryCode

    +50 if secID and taxType match else+0+20 for each additional match of secID / taxType pairs

    10 if secID no match, but taxType matches

    Partner/SecondaryIDs/TaxNumber

    +50 if secID and secIDType match else+0+20 for each additional match of secID / secIDType pairs

    10 if secID does not, but secIDType matches

    Partner/SecondaryIDs/PartnerIdentification

    +25 for first match of NameToken+10 for each additional match of NameToken+10 for each match of NonNameToken

    Partner/companyName

    ScoringSource of Information

    Matching Algorithm (Example)

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    Threshold

    Original Data Reference Object

    Name Mnchen Trafic CorporationStreet Brezelstrasse 7

    City Mnchen

    Postal Code 80331

    DUNS 4711

    Normalized Date Normalized Values Normalized Values Score Normalized Values Score Normalized Values Score

    nameToken MUENCHEN MUENCHEN 25 MUENCHEN 25 MUENCHEN 25

    nameToken TRAFIC RUECK 0 BROETCHEN 0 TRAFIC 10

    non-nameToken CORP AG 0 CORP 10 CORP 10

    street Brezelstrasse Brezelstrasse 15 Brezelstrasse 15 Brezelgasse 0

    street number 7 17 0 17 0 17 0

    city MUENCHEN MUENCHEN 10 MUENCHEN 10 MUENCHEN 10

    Postal Code 80331 61525 0 61525 0 80331 15

    DUNS 4711 4512 -10 - 0 4711 50

    Calculated Score 40 60 120

    Final Score 40 60 91

    Result

    Matching Canditate 2Matching Canditate 1 Matching Canditate 3

    Automatic MatchCleansing CaseNo Match

    Matching Result

    80331

    4711

    Mnchen Rck AGBrezelstrasse 17

    Mnchen

    61525

    4512 -

    Mnchen Trafic CorporationBrezelgasse 17

    Mnchen

    Mnchener Brtchen Corp.Brezelstrasse 17

    Mnchen

    61525

    Settings for Matching Algorithm

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    Customizing XML file accordingto the Matching Algorithm

    Java Classname for theMatching Algorithm

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    Overview

    ArchitectureNormalization

    Matching

    Implementation Considerations

    Find Ways to identify Duplicates/Identicals

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    How to find records representing the same business object?

    1. Using the name Name1, Name2, ..

    2. Using identifying characteristics D&B no., tax no.,manufacturer part no.

    3. Using other attributes Street, zip code, place

    4. Built decision matrix - verify with business using real life examples

    YesYes?No?NoDuplicate?

    3Account Group3City3Zip Code3House No.3Street3Name

    Know about the Quality of your Data

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    Examples of questions about the quality of master data

    Which identifying characteristics are available in your systems and arecorrectly maintained there?

    Are these characteristics always available?

    What are the insignificant parts of a name for which a matchingstrategy is not required?

    Which data might contain typing errors?

    How big is the volume of data in the different systems? What level of similarity is required for a valid duplicate proposal?

    Is there a level of similarity above which a duplicate is certain to befound?

    Are the existing matching strategies sufficient to meet therequirements?

    Be aware of exceptional Cases

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    Reality Check: Example - Wal-Mart as a customer

    If the matching strategy is based on the name, there will be a number ofsuperfluous duplicate proposals and therefore a large amount of effort willbe required for the manual decision (clearing). This will also have a

    negative effect on the system performance.

    Possible Solution Adjust limit values for generating

    a duplicate proposal Make Wal-Mart an insignificant

    name part Adjust the matching strategy:

    Are there other identifying attributesor keys that can be taken into account?

    Use all Configuration Possibilities (before Developing)

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    Matching results can be influenced on 3 levels

    1. Portal based configuration

    build your Matching Context

    choose from the out-of-the-box Normalization/Matching Algorithms

    define your thresholds (lower/upper)

    configure the Global Normalizer

    2. XML-file based configuration

    normalization (e.g. define additional non name tokens) alter the scores for the particular attributes

    3. Adapt a standard algorithms, develop own algorithms

    develop your own JAVA coding for normalization and/or matching define your own customizing objects for your new algorithms

    follow the Matching Strategy Development Guide

    Developing an new Matching Strategy

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    Steps of the development process

    1. Prerequisites and Configuration of the Development Environment Install and configure the required software

    SAP MDM 3.0 SP02 or higher

    NetWeaver Developer Studio 2.0 or higher

    2. Building your application logic

    Define your project using NetWeaver Developer Studio

    Import the matching API and perform recommended settings for yourproject

    Design your matching and normalization strategy and implement thelogic in Java classes using the interfaces provided by the Matching API(considerMatching Strategy Development Guide)

    3. Customizing and Deploying of a Matching Strategy

    Define new customizing object types for matching and normalizationalgorithm and upload them on the SAP Enterprise Portal. Customizationfiles are maintained in XML format.

    Fine-Tune the Normalization/Matching Algortihms

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    Test different Matching Strategies

    In MDM 3.00 multiple Matching and Normalization Algorithms can beapplied on objects within one object type.

    The data is loaded once, but can be used for multiple normalization and

    matching processes according to different matching contexts. Generated ID-Mappings will be saved separately marked with the relevant

    Matching Context.

    One Matching Context can be marked for productive usage.

    The whole process can be reset all relevant table content will bedeleted.

    Summary

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    Content Integrator (CI) is a component of SAP Master

    Data Management (MDM) to consolidate business data ina heterogeneous system landscape.

    The matching process is the core process to identify

    identical or similar business data objects.

    Matching context provides the logic and conditions formatching processes.

    With MDM some Matching Strategies are delivered.

    Matching Strategies can be configured and/or developed.

    Further Information

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    Public Web:www.sap.com

    SAP Developer Network: www.sdn.sap.com Master Data Management

    SAP Customer Services Network: www.sap.com/services/

    Related Workshops/Lectures at SAP TechEd 2004MDM201 How to Use Key-Mapping in SAP MDM for Reporting LectureMDM202 Configuration of Matching-Strategies for SAP MDM Lecture

    MDM203 Customizing ID Mapping in SAP Solution Manager Lecture

    MDM252 Connecting a New Client-System to SAP MDM Hands-on

    MDM253 SAP MDM: How to Model a New MDM Object Type Hands-on

    Related SAP Education Training Opportunitieshttp://www.sap.com/education/http://service.sap.com/okp

    Related MDM Documentationhttp://service.sap.com/instguides Installation and Upgrade Guides SAP

    Components SAP MDM(Configuration Guides, Matching Strategy Development Guide, Description of standard

    Matching Strategies)

    SAP Developer Network

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    Look for SAP TechEd 04 presentations and videos on

    the SAP Developer Network.

    Coming in December.

    http://www.sdn.sap.com/

    Questions?

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    Q&A

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    Please complete your session evaluation.

    Be courteous deposit your trash,and do not take the handouts for the following session.

    Feedback

    Thank You !

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    Overview

    ArchitectureNormalization

    Matching Algorithm

    Implementation Considerations

    Appendix

    Matching Strategies

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    Matching Strategies CI 3.0

    Matching Algorithm

    (com.sap.ci.strategies)

    Normalization Algorithm

    (com.sap.ci.strategies)

    Mat_300_GTIN Mat_300_GTIN_A Mat_300_GTIN_N

    Mat_300_GTIN_SPN_MPN Mat_300_GTIN_SPN_MPN_A Mat_300_GTIN_SPN_MPN_N

    Mat_300_ShorttextCategory_cust Mat_300_Shortt extCategory_c ust_A Mat_300_Shortt extCategory_c ust_N

    Org_300_Token_cust Org_300_T oken_c ust_A Org_300_T oken_c ust_N

    BP_300_Token_cust BP_300_Token_c ust_A BP_300_Token_c ust_N

    TA_300_ManufacturerInfo TA_300_ManufacturerInfo_A TA_300_ManufacturerInfo_N

    Organization_By_Token MDMPartnerStrategyByTokens MDMPartnerStrategyByTokens

    Material_by_GTIN MDMProductStrategyByGTIN DummyMaterialNormalizationAlgo

    Material_by_GTIN_MPN_SPNMDMProductStrategyByGTIN_SPN_MPN MaterialNormalizationByGTIN_SPN_MPN

    TechAsset_by_ManuInfo MDMTechnicalAssetStrategyByManufacturerInfo TechnicalAssetNormalization

    Please note that this document is subject to change and may be changed by SAP atany time without notice. The document is not intended to be binding upon SAP to any

    particular course of business, product strategy and/or development.

    Cleansing: How to Merge Manually

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    Enter one of the datacleansing case numbers

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    List of Cleansing Cases:The mapped data recordsare displayed

    Cleansing: How to Merge Manually

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    To compare the two

    data, mark them andclick the button

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    To merge the two objects:

    Set one of the data , the other

    Set the status from to

    Click the button

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    Additionally you have

    to enter the othercleansing case number.

    No part of this publication may be reproduced or transmitted in any form or for any purpose without the express

    Copyright 2004 SAP AG. All Rights Reserved

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    SAP AG 2004, SAP TechEd / Session MDM202 / 54

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