SRM-MDM Catalog Setup – Ready Reference · Select the DBMS Server for the repository from the drop-down list. Enter the appropriate DBMS login (which must have system administrator

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© 2009 SAP AG 1

SRM-MDM Catalog Setup – Ready

Reference

Applies to:

Standard SRMMDMCATALOG20SP4 Repository, SAP NetWeaver MDM Console 7.1, Import Manager 7.1, Data Manager 7.1, SRM-MDM catalog content, MDM SRM UI App, SRM 7.0, SAP NetWeaver Portal For more information, visit the Master Data Management homepage.

Summary

The content of this document attempt to present the SRM-MDM Catalog setup in SAP NetWeaver MDM 7.1 and transfer of MDM Catalog data to SRM to complete Catalog buying process.

Author: Vikas Kurane

Company: L&T Infotech

Created on: 1st April 2010

Author Bio

Vikas Kurane joined L&T InfoTech in March 2005; He is part of MDM Practice and working on MDM since February 2009. He also has a background in SAP SRM, R/3 MDM, NetWeaver MDM, and Catalog Content Management. He holds a bachelor’s degree in Computer Engineering.

https://www.sdn.sap.com/irj/sdn/nw-mdm

SRM-MDM Catalog Setup – Ready Reference


© 2009 SAP AG 2

Table of Contents

Background ......................................................................................................................................................... 3

Assumptions ....................................................................................................................................................... 3

Landscape Details .............................................................................................................................................. 3

SRM-MDM Catalog Overview............................................................................................................................. 4

SRM-MDM Catalog process ............................................................................................................................... 7

Prepare MDM Server ............................................................................................................................. 7

Prepare catalog data ............................................................................................................................. 9

Import catalog You can import the following content: ............................................................................ 9

Configuration of SRM-MDM Catalog Web UI ........................................................................................ 9

Web Service Configuration .................................................................................................................... 9

SRM configuration ............................................................................................................................... 10

Accessing catalog through SRM ......................................................................................................... 10

Catalog-Specific Role Maintenance in SAP MDM ............................................................................................ 10

Demonstration of Supplier catalog process Summary of major steps ............................................................. 11

MDM Console ...................................................................................................................................... 12

MDM Import Manager .......................................................................................................................... 14

Import product groups and codes: ....................................................................................................... 15

MDM Data Manager ............................................................................................................................ 20

Web-Service Configuration in SRM .............................................................................................................. 25

Accessing of Catalog through SRM Portal.................................................................................................... 26

Related Content ................................................................................................................................................ 27

Disclaimer and Liability Notice .......................................................................................................................... 28



© 2009 SAP AG 3

Background

The purpose of this document is to serve as a ready reference, start up document for MDM/SRM consultants while setting up of MDM Catalog in SAP NetWeaver MDM system. Information has mostly been presented in the form of screen shots as encountered in different systems. This information assumes that all the technical steps related to installation, physical connectivity and business content deployment have been completed before an attempt is made to transfer the catalog data to SRM application.

Assumptions

All technical steps related to installation, physical connectivity and business content deployment have been completed before an attempt is made to transfer the MDM catalog data to SRM system.

The user of this document is assumed to have basic knowledge on the use of SAP Systems, hence logon procedure and other details have been excluded from this document.

Landscape Details

System Type Service Pack Purpose

SAP MDM 7.1 Console 7.1.01.46 To setup SRMMDM Catalog repository

SAP SRM 7.0 SPS3 To setup Catalog ID & call structure

SRMMDMCATALOG20SP4 SP4 Catalog Repository

SRM-MDM catalog content 2.0

SRM MDM catalog content deployment

MDM SRM UI App To configure OCI structure & search engine



© 2009 SAP AG 4

SRM-MDM Catalog Overview

Catalog types in SRM (Contract catalog, Supplier catalog & Product catalog)

SRM-MDM content as repository

Vendor supplied

content

Product Master

Catalog

Direct Materials Mandatory

No. of products in a catalog For catalogs with high

volume of products

For catalogs with

Low/Medium volume of

products

Configurable products Preferred

Technical capabilities of Supplier Supplier must have

technical infrastructure and

agree to use SAP’s OCI

(open catalog interface)

standards

Necessary when

supplier does not have

catalog hosting

capabilities

Internally Hosted CatalogProduct/Supplier Decision criteria Externally Hosted Catalog



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Introduction to MDM Tools for (SRM-MDM Catalog)



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MDM Console

• Using MDM Console, you can administer and monitor the MDM Server, you can create, maintain the structure of, and control access to the MDM repositories. Records are can not be entered or managed with the MDM Console, but rather with client apps such as the MDM Data Manager

MDM Import Manager

• Import data from suppliers such as Product catalogs & Product hierarchies

• Import product master data, purchasing contracts, and suppliers from SAP SRM

• Import purchasing contracts and purchasing info records from SAP ERP

• Perform a value and key mapping between the supplier's source and the destinationstructure.

MDM Data Manager

• Using the MDM Data Manager, you can enrich imported data. For example, you can addimages and attachments to records, add new items manually, perform a mass change, or reassign records to another category.

MDM Workflow Manager

• Using the MDM Workflow Manager, you have a framework for defining workflows. You can create your own workflow rules to establish role-based workflows using Microsoft Visio 2003 Standard.

SRM-MDM Catalog UI

• Using SRM-MDM UI application you can configure user specific UI options for example, shopping options, item display criteria, search options, OCI mapping and display options for various catalog screens.



© 2009 SAP AG 7

SRM-MDM Catalog process

Prepare MDM Server

Mounting and Unmounting the MDM Server : To Mount an MDM Server, in the Console Hierarchy tree, right-click on the root node (SAP MDM

Servers) and choose Mount MDM Server from the context menu, or select the root node and choose MDM Servers -> Mount MDM Server from the main menu. You can also right-click in the grid and choose Mount MDM Server from Context Menu.

MDM opens the Mount MDM Server dialog. You enter the name of an MDM Server you want to mount or select one from the drop-down list and click OK.

To Unmount an MDM Server, in the Console Hierarchy tree, right-click on the MDM Server you want to unmount and choose Unmount MDM Server from the context menu, or select the tree node and choose MDM Servers -> Unmount MDM Server from the main menu.

MDM removes the MDM Server node from the Console Hierarchy tree. Un-archiving catalog repository: In the Console Hierarchy tree, right-click on the MDM Server on which you want to restore the repository and choose Unarchive Repository from the context menu, or select the tree node and choose Repositories -> Unarchive from the main menu. MDM opens the Unarchive MDM Repository dialog. The Unarchive MDM Repository dialog from an MDM Server node is similar to the Create MDM Repository dialog, with the Port field replaced by the Archive field. Select the DBMS Server for the repository from the drop-down list. Enter the appropriate DBMS login (which must have system administrator privileges) and password for the selected DBMS Server and click Next. If the MDM Server is password-protected, MDM opens the Connect to MDM Server dialog and prompts you to enter your MDM Server password. Type the password and click OK. MDM disables the DBMS Server, Login, and Password fields and enables the Repository Name and Archive fields. MDM places Type or select a repository name into the Repository Name drop-down list. Type the name for a new MDM repository or select an existing repository from the drop-down list. Select the archive file from the drop-down list. Click Finish to unarchive the repository.

Load and Unloading an MDM catalog repository: You can only load one repository on a TCP/IP port at a time. To load an unloaded MDM catalog repository (red square), in the Console Hierarchy tree, right-click on the MDM catalog repository to load and choose Load Repository -> Immediate from the context menu, or select the tree node and choose Repositories -> Load -> Immediate from the main menu. Choose whether to load the repository immediately or to update indices first. MDM loads the MDM catalog repository.

While the repository is being loaded, MDM changes the repository status icon to a blue arrow , and reports the progress of the load in the Status field for the repository in the Repositories pane.



© 2009 SAP AG 8

When the loading process is complete, MDM changes the repository status icon to a green triangle

to indicate that the MDM repository is loaded. To unload a loaded MDM catalog repository (green triangle), in the Console Hierarchy tree, right-click on the MDM catalog repository you want to unload and choose Unload Repository from the context menu, or select the tree node and choose Repositories -> Unload from the main menu. MDM unloads the MDM repository and changes the repository status icon to a red square.



© 2009 SAP AG 9

Prepare catalog data

Prepare Supplier Catalog (file format, data types): The supplier catalogs and product hierarchies can have any format supported by the standard SAP MDM application, such as MS EXCEL, XML, or content from running database systems such as MS SQL, MS ACCESS, or Oracle. You need to ensure the catalog content is compatible with standard classifications such as UNSPSC and eClass. The catalog data file format is described in detail below in demonstration of supplier catalog process section.

Import catalog You can import the following content:

Data from Suppliers

Product Catalogs

Product Hierarchies

Product groups and codes Within MDM Import Manager, you can also perform a value and key mapping between the supplier's source and the destination structure. Wherever both are in sync, you can auto-map this data. A matching function ensures that no duplicate data occurs. The import of catalog data file and mapping of data is described in detail below in demonstration of supplier catalog process section.

Configuration of SRM-MDM Catalog Web UI

You use this function to search and locate items in a procurement catalog. You can configure all aspects of the Web UI for users with this configuration interface.

General Configurable Options

Shopping Options

Item Display Criteria

Search Options

Compare function

Shopping Lists

Open Catalog Interface (OCI) Mapping

Web Service Configuration

To use the SRM-MDM Catalog with SAP Supplier Relationship Management (SAP SRM), and to access the SRM-MDM Catalog via URLs from SAP SRM applications, you must set up external Web Services in SAP SRM. Use the transaction SPRO in the SRM system. Find Supplier Relationship Management -> SRM Server -> Master Data -> Define External Web Services (Catalogs, Vendor Lists etc.). Select the New Entries button after selecting the Integrated Call Structure. Create entries as shown in Web-Service Configuration in SRM in demonstration section. Select the created web service from the list of all the integrated call structure services and double click on the integrated call structure item in the left hand tree. Maintain the parameters in web service definition as shown in Web-Service Configuration in SRM - > standard call structure in demonstration section.



© 2009 SAP AG 10

SRM configuration

The transaction PPOMA_BBP takes us to the Change Organizational Plan in the SRM system. Find by -> Org. unit -> Purchase Organizations is selected and then the Attributes tab is selected in the bottom right window. The Catalog user should exist in the Org. Structure where the Catalog ID is being assigned. In case a user does not exist, it might be required to create the same before proceeding. In attribute tab, the Change attribute gives the option to select the Catalog ID attribute. Select the entry for the SRM-MDM Web Service created in the previous step and save the data.

Accessing catalog through SRM

You have to login into SRM Portal for accessing catalog by the same Catalog User ID to which the new Catalog ID is assigned in Org Structure. Upon login into SRM Portal, find Shopping Area and Click on Shop link. You will see the new Catalog assigned.

Catalog-Specific Role Maintenance in SAP MDM

To use the SRM-MDM Catalog, you need to assign catalog-specific roles in SAP MDM Console. You assign the corresponding roles for the following tasks:

Task Role Description

Manage catalog content Catalog Manager Responsible for importing, managing, and classifying product and contract data in the MDM Import Manager and MDM Data Manager.

Approve catalog content Catalog Content Approver Responsible for approving or rejecting catalog items in the SRM-MDM Catalog workflow.

Launch catalog search Catalog User This role refers to the search users assigned to the catalog Web service. You configure this Web service in Customizing under SAP Supplier Relationship Management -> SRM Server Master Data -> Content Management -> Define External Web Services

Configure catalog search UI UI Configuration Manager Responsible for setting up user-specific configuration for users who are assigned the Catalog User role. The owner of this role is authorized to configure the Java-based Web Dynpro search UI and the open catalog interface (OCI) mapping.

(Note: This document only covers Supplier Catalog the other catalogs are out of this demonstration)



© 2009 SAP AG 11

Demonstration of Supplier catalog process Summary of major steps

MDM Console

Mounting of MDM Server Un-archiving catalog repository Load catalog repository Catalog Data Preparation

MDM Import Manager

Import product categories Import product groups and product codes Import supplier catalog Mapping catalog attributes to repository attributes

MDM Data Manager

Import images

Configuration of SRM-MDM Catalog UI

Web-Service Configuration

Accessing of Catalog through SRM Portal



© 2009 SAP AG 12

MDM Console

Mounting of MDM Server: When you start MDM Console Manager you have to mount the server by right clicking on the SAP MDM Servers and select the server name from the drop down list.

Un-archiving catalog repository: To un-archiving the standard catalog repository, right click on the mounted server and select ‘Unarchive Repository…’ option.

Enter the DBMS Server, User name, Password, Repository name & select the archive file and click Finish button. Please see below screenshot.



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You will see the below message.

Load catalog repository:

You can observe that there is a Red Square in front of the un-archived repository this means that the repository is not loaded. To load repository, right click on repository and choose Load repository > Immediate menu.

Now you will see the Red Square has been changed to Green. This means the repository has been loaded.

For making any changes or adding new tables or fields you have to unload the repository (Red Square near it) and if the repository is loaded you cannot make any changes to it.



© 2009 SAP AG 14

Catalog Data preparation

You have to prepare the catalog data file. The catalog attributes with sample data is shown in below table for your reference.

MDM Import Manager

Import product categories:

When you start Import Manager you will get the dialog box in which you should state the repository, language, username, and password and click NEXT. Once you click Next, you will see the below screen.

In ‘Type’ select the source format of the data, in the drop down list you can see various data formats supported and can select from it as you need, the ‘Remote system’ should be MDM, in the ‘File name’ click on the browse button and select the path where your source data file is kept. Select Finish.

Sr. No. Charecterisitic Name Characteristic ID Data Type Length Sample1 Sample2 Sample3

1 Product Category Name PRODUCT_GROUP CHAR 40 004 006 0070101

2 Product Category ID PRODUCT_ID CHAR 40 IT-SRM04 SRM-CONS-LEAD

7 Service Item (T/F) IS_SERVICE TRUE

8 Manufacturer's Part No. MNFCTR_PART_NO CHAR 40 VMM-08

9 Supplier's Part No. SUPPLIER_PART_NO CHAR 40 3AH15 IT-SRM02-3020 5586-SRM-CONS-LEAD

10 Short Description (40) SHORT_DESCRIPTION Value Master Protective Glove IT Graphics Software SRM SRM Introduction: Project Lead

11 Base Unit of Measure BASE_UOM PAA ST

12 Order Unit ORDER_UNIT PAA ST DAY

13 Price ($) PRICE 0.67 1600

14 Price Base Quantity PRICE_BASIS_QUANTITY 1 1

15 Minimum Order Quanity MINIMUM_QUANTITY 1 1

16

Detailed Description LONG_DESCRIPTION Flock Lined, Yellow, Medium,

18 mils Thickness, 12 inch

Length Value Master Gloves.

Unsupported natural rubber

glove for tactile sensitivity,

comfort and flexibility.

Embossed, self-flushing tractor-

tread pattern encourages fluid

run-off. Excellent wet or dry

grip. Resists wide range of

chemicals including animal

IT Office Software

Package SRM

17 Image Ref. Name/No. PICTURE

18 Delivery Time (Days) LEAD_TIME

19 Supplier ID SUPPLIER_ID 2020 2024 5586

20 Supplier Name SUPPLIER_NAME Kemira Chemicals (UK) Ltd Office Depot UK Ltd. IDES IT Consulting



© 2009 SAP AG 15

You have to map Source Hierarchy to Destination Hierarchy. You will notice that the Execute Import [ ! ] button is disabled until the entire field mapping is done.

Once you complete the mapping, the Execute Import [ ! ] will get enabled and you have to just click on it.

The below shown message will be displayed.

Import product groups and codes:

Similarly as explained above about importing product categories, in the same way you have to import the product groups. The screenshots are shown below.



© 2009 SAP AG 16



© 2009 SAP AG 17

Import of supplier catalog:

Once you ready with the catalog data file as per the format shown above, you can now import it via import manager as shown below.



© 2009 SAP AG 18

Mapping catalog attributes to repository attributes:

For mapping catalog attributes to repository attributes, please refer the below table.

Catalog Attributes Map Fields/Values MDM Repository attributes

Product Category Name ≈ Product Group

Product Category ID ≈ Product Group -> Material Group Code

Service Item (T/F) ≈ Service Item

Manufacturer's Part No# ≈ Manufacturer Part Number

Supplier's Part No# ≈ Supplier Part Number [DF]

Short Description ≈ Short Description

Base Unit of Measure ≈ Unit of Measure

Order Unit ≈ Order Unit

Price ($) ≈ Price Information -> Amount

Currency ≈ Price Information -> Currency

Price Base Quantity ≈ Price Information -> Price Base Quantity

Price Base Quantity UoM ≈ Price Information -> Price Base Quantity UoM

Minimum Order Quantity ≈ Minimum Quantity

Detailed Description ≈ Long Description

Image Ref# Name/No# ≈ Image

Delivery Time (Days) ≈ Delivery Time in Days

Supplier ID ≈ Supplier Catalog Name

Supplier Name ≈ Supplier[DF]

Category ≈ Category

Lower Bound ≈ Price Information



© 2009 SAP AG 19

On completion of field mappings, select ‘Match Records’ tab, in value matching select ‘Supplier Part Number’ field from Mapped destination fields box and add into Matching fields box. On right hand side, in default import actions, select default import action as ‘Create’.

You will notice the Execute Import [ ! ] is enabled and the action items status ‘Ready to import’.

You can go and click Execute Import to complete the catalog data import. You will see the below message.



© 2009 SAP AG 20

MDM Data Manager

Import images:

To import image, you double click on Image field.

The new window will be populated. You have to click on Add button. The new Add Images popup window will appear.



© 2009 SAP AG 21

Create ‘New Data Group’ and click OK.

Select ‘New Data Group’ in Data Group, Language will be English [US]. Click Folder button and select the folder in which images resides and click OK.



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You can see there are two options on Add Images window namely ‘Store in repository’ & ‘Link to original file only’. You can keep first option selected.

The below screen can be seen while adding images to repository.



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You can add image from the New Data Group.



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Configuration of SRM-MDM Catalog Web UI

The Configuration view shows the user specific configuration of SRM MDM Catalog. In the General pane, you can set Shopping options, Item Display Criteria, Search, Shopping Lists and OCI Mapping. The OCI Mapping is shown on the right hand side in below table. In Customize Display, you can set the items to be displayed in each view. There are 5 views namely Item Lists, Shopping Cart Preview, Compare, Item Details & Context View. In Search, you can set the Search Items by their Hierarchy and Selection list category. It also provides Advance search criteria in which it has Dropdown Box, Free Text, Ranges are the Additional features that improves search ability.

Configuration view OCI Mapping



© 2009 SAP AG 25

Web-Service Configuration in SRM

The below screenshot shows how to create Web-Service ID in Integrated Call Structure in SRM.

The below screenshot shows how to create standard call structure in SRM.

The below screeshot shows the assignment of Catalog ID to User Id in Org Structure in SRM



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Accessing of Catalog through SRM Portal



© 2009 SAP AG 27

Related Content

Please include at least three references to SDN documents or web pages.

http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/90cb1670-52c1-2c10-adb8-cb9a23133d3e&overridelayout=true

http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/801b0fcf-e880-2b10-5398-aedec8cf376c&overridelayout=true https://www.sdn.sap.com/irj/sdn/weblogs?blog=/pub/wlg/7246

For more information, visit the Master Data Management homepage.

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http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/801b0fcf-e880-2b10-5398-aedec8cf376c&overridelayout=true

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Disclaimer and Liability Notice

This document may discuss sample coding or other information that does not include SAP official interfaces and therefore is not supported by SAP. Changes made based on this information are not supported and can be overwritten during an upgrade.

SAP will not be held liable for any damages caused by using or misusing the information, code or methods suggested in this document, and anyone using these methods does so at his/her own risk.

SAP offers no guarantees and assumes no responsibility or liability of any type with respect to the content of this technical article or code sample, including any liability resulting from incompatibility between the content within this document and the materials and services offered by SAP. You agree that you will not hold, or seek to hold, SAP responsible or liable with respect to the content of this document.

Documents

SRM-MDM Catalog Setup – Ready Reference · Select the DBMS Server for the repository from the drop-down list. Enter the appropriate DBMS login (which must have system administrator