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Introduction to data migration
1.
Introduction to Data
Migration for the SAP Cloud Solution Customer
2.
© 2013 SAP
AG. All rights reserved. 2Ramp-Up Knowledge Transfer Customer Legal Disclaimer This presentation outlines our general product direction and should not be relied on in making a purchase decision. This presentation is not subject to your license agreement or any other agreement with SAP. SAP has no obligation to pursue any course of business outlined in this presentation or to develop or release any functionality mentioned in this presentation. This presentation and SAP's strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP intentionally or grossly negligent.
3.
What is Data
Migration?
4.
© 2013 SAP
AG. All rights reserved. 4Ramp-Up Knowledge Transfer Customer Data Migration Defined Data Migration is the process of transferring data between the source system and a new target system. The successful migration of data is a critical task for every SAP Cloud Solution implementation project. Incomplete or inaccurate migration of data can lead to: Decreased end user productivity Mishandling of open transactions impacting cash flow and operations Delays in financial close activities
5.
© 2013 SAP
AG. All rights reserved. 5Ramp-Up Knowledge Transfer Customer Schedule Cleanse Extract Source Data Populate Migration Templates Test Migration Verify Cutover Migration Data Migration Steps
6.
© 2013 SAP
AG. All rights reserved. 6Ramp-Up Knowledge Transfer Customer Step 1: Schedule Schedule activities are performed using the Project Schedule for Data Migration tool. Using the tool, the project team: Selects the scope that is relevant to the implementation project Assigns the person who is responsible for each data object Identifies the source system for each data object Decides which format to use when migrating each data object (i.e. manual, .txt file, etc.) Defines due dates and sequence for the migration of each data object into a test system Defines due dates and sequence for the migration of each data object into a production system Create a precise project plan for all tasks related to migration.
7.
© 2013 SAP
AG. All rights reserved. 7Ramp-Up Knowledge Transfer Customer Step 2: Cleanse Cleansing activities include: Deleting duplicate records Removing obsolete records and any associated transactions Checking for values in wrong fields Validating address data is complete Confirming the format of contact data such as e-mail addresses, postal codes, phone numbers, etc. Cleanse the data prior to entering it into the SAP Cloud Solution in order to avoid technical errors during migration or usability issues.
8.
© 2013 SAP
AG. All rights reserved. 8Ramp-Up Knowledge Transfer Customer Step 3: Extract Source Data Activities: Review the format required for entering the data into the new target system in order to export the data in a similar structure (such as order of columns and grouping of details) Extract the data using a report or database query into a .xls, .csv, .txt or other flat file format Export the data from the source system(s) Note that this step may be performed prior to the Cleanse step, in which case the data is cleansed within the extracted files and not directly within the source system
9.
© 2013 SAP
AG. All rights reserved. 9Ramp-Up Knowledge Transfer Customer Step 4: Populate Migration Template If the data is scheduled to be imported into the SAP Cloud Solution, then copy the data from step 3 into the migration templates provided by SAP. Activities: Download required migration templates directly from the SAP Cloud Solution Copy extracted, unformatted data into the templates
10.
© 2013 SAP
AG. All rights reserved. 10Ramp-Up Knowledge Transfer Customer Step 5: Test Migration Activities: Import or manually enter data into the SAP Cloud Solution test system, in the order identified within the Project Schedule for Data Migration Accurately map the values within the source data to the SAP Cloud Solution, using the tool (for example, US = United States) Test the migration of the source data into the SAP Cloud Solution to ensure a successful cutover into the production system.
11.
© 2013 SAP
AG. All rights reserved. 11Ramp-Up Knowledge Transfer Customer Step 6: Verify Activities: Confirm the number of migrated records is as expected Perform spot checks Run reconciliation reports in the system Run end-to-end business scenarios within the SAP Cloud Solution using the migrated data Verify the migrated data is reflected in the SAP Cloud Solution as expected.
12.
© 2013 SAP
AG. All rights reserved. 12Ramp-Up Knowledge Transfer Customer Step 7: Cutover Migration Activities: If the values were correctly mapped in the test system, then export the value conversion files and import them into the SAP Cloud Solution production system via the data migration tool Import or manually enter data into the SAP Cloud Solution production system, in the order identified within the Project Schedule for Data Migration Verify that all data was imported successfully Perform the final entry of source data into the SAP Cloud Solution production system.
13.
Data Migration Misconceptions
14.
© 2013 SAP
AG. All rights reserved. 14Ramp-Up Knowledge Transfer Customer Common Misconception #1 Data migration is a job for IT Wrong! Your IT department may be involved to extract the data, but business users are also engaged since they understand the business context of the data.
15.
© 2013 SAP
AG. All rights reserved. 15Ramp-Up Knowledge Transfer Customer Common Misconception #2 We can always change migrated data after we go live This cannot be assumed! Some data items, such as a customer’s address, can be changed after migration is completed; whereas other records, such as financial data, cannot be changed.
16.
© 2013 SAP
AG. All rights reserved. 16Ramp-Up Knowledge Transfer Customer Common Misconception #3 It’ll be easy to cleanse my data Probably not! Most companies find data cleansing to be very time consuming.
17.
© 2013 SAP
AG. All rights reserved. 17Ramp-Up Knowledge Transfer Customer Common Misconception #4 I don’t have to perform data migration – this is done by SAP or one of its partners Are you sure? The standard SAP Cloud Launch service assumes all data migration tasks are executed by the customer. An optional data migration service can be purchased for SAP or a partner to perform some of the data migration activities, but customer involvement is always needed.
18.
Data Migration in
the SAP Cloud Implementation Methodology
19.
© 2013 SAP
AG. All rights reserved. 19Ramp-Up Knowledge Transfer Customer VERIFYPREPARE REALIZE LAUNCH Production Systems Setup Solution Testing Cutover Planning Solution Walkthrough Data Migration Cutover Execution Business Process Confirmation Key User Enablement SAP Cloud Implementation Methodology Scope Verification Project Management Change Management and End User Training Go-Live Solution Configuration Solution Acceptance Readiness Acceptance Custom Content Specifications Custom Content Development Integration Readiness Cloud Integration Data migration activities span all phases of the implementation project Data migration activities span all phases of the implementation project
20.
© 2013 SAP
AG. All rights reserved. 20Ramp-Up Knowledge Transfer Customer Leading the Way Depending on the SAP Cloud Launch service chosen by your company, a data migration workshop may be delivered to jump start your data migration activities. With that said, it’s never too early to start cleansing data!
21.
© 2013 SAP
AG. All rights reserved. 21Ramp-Up Knowledge Transfer Customer Data Migration Information Migration Tool Help Help Center Documentation in Go-Live Activity List More information is available in the SAP Business Center… www.sme.sap.com Data Migration Wiki … and in your SAP Cloud Solution
22.
© 2013 SAP
AG. All rights reserved. 22Ramp-Up Knowledge Transfer Customer © 2013 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.
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