Guiding Your Implementation

Objective

After completing this lesson, you will be able to describe the data migration and integration processes and the importance of system testing.

Planning Data Integration

Data integration plays a crucial role in project implementation by ensuring seamless communication between different systems. By facilitating the exchange of data, effective data integration streamlines workflows, reduces manual efforts, ensures error handling, and improves overall operational performance.

Key stages of the data integration process include:

  1. Assessment and Planning: Identifying integration needs, reviewing system compatibility, and defining scope and resources.
  2. Designing the Integration Solution: Developing an integration architecture, mapping data, and selecting appropriate tools.
  3. Development and Configuration: Configuring the necessary communications between systems, transforming data, and implementing business logic.
  4. Testing: Testing individual components of the integration (Unit Testing), verifying if the integration flow works (Integration Testing), and validating that the integration meets the entire business processes (User Acceptance Testing).
  5. Deployment: Deploying to production, monitoring performance, and ensuring smooth operation.
  6. Post-Integration Support: Troubleshooting issues, monitoring, maintaining, and optimizing the solution for long-term success.

Note

Data integration can often become a bottleneck in project implementation; ensure all integration-related activities are planned well in advance to avoid delays.
Relevant questions about integration to help preparing the data integration activities

Level Up in SAP IBP Data Integration Scenarios

The SAP IBP solution offers flexibility in integrating with various SAP and non-SAP products to facilitate the exchange of different types of data (e.g. master data and transactional data). The choice of the data integration tool can vary based on the load frequency and whether you're engaging in time-series data planning or order-based data planning, as well as the nature of the objects being loaded (e.g. key figures or orders).

To better understand your options, explore the range of integration scenarios for connecting SAP IBP with other systems. These scenarios include Cloud Integration for Data Services (CI-DS), SAP Cloud Integration (CI), Real-Time Integration (RTI), among others.

For time series planning type, there is available the tool SAP Cloud Integration for data services (CI-DS) and Cloud Integration (CI), used to integrate data from S/4HANA Cloud public environment. For order based planning, there is two tools available : Real Time Integration and Smart Data integration. For specific scenarios, such as integration with SAP Ariba or SAP SAC there are Direction Connections or OData Services.

The videos provide information about various integration scenarios, delivered during a Meet-the-Expert session in March 2024. Although there are different integration tools available, it does not mean that customers will utilize all of them during their SAP IBP implementation. The selection of tools is contingent upon the specific SAP IBP applications that customers have subscribed to, the planning types you intend to use, and other business requirements.

Note

Support from your implementation partner will be required to define your data integration scenarios.

Hint

Please be aware that the content in the following videos is technical.

SAP Cloud Integration for Data Services (Time-Series Integration)

Let’s look into the standard scenario of a time-series-based integration where CI-DS is the relevant data integration tool to load data into SAP IBP and extract data into other systems.

Note

When using CI-DS tools, always leverage the SAP IBP Supply Chain Integration Add-On for fast and efficient adoption.

SAP Cloud Integration (Time-Series Integration)

SAP Cloud Integration (SAP CI) enables pre-delivered SAP IBP integration with S/4HANA Public Cloud Edition. This integration supports efficient time-series data processing between systems.

Real Time Integration (Order-Based Integration)

SAP IBP Real Time Integration (RTI) is the go-to tool for order-based planning, available in the Supply and Response module. The video also mentioned another data integration tool called SAP Smart Data Integration (SDI), which will be phased out over the next few years.

Additional Information

Get all details on the Data Integration Scenarios from the SAP Help Portal here.

Check out the full presentation regarding SAP Data Integration Tools for SAP IBP from where the videos were edited.

More on Real-Time Integration Setup

If you need to set up Real-Time Integration in conjunction with order-based planning in SAP IBP:

  1. Check out SAP Note 3110007.
  2. For more details on implementing and monitoring RTI, refer to this presentation .

Preparing for Testing

Testing during project implementation ensures that business processes are verified and validated as initially agreed upon during the design phase. Establishing a clear test strategy is a critical component of the project plan.

Three key focal points when preparing for testing phases are described below:

There are three focal points to prepare for testing: Plan & Prepare, Execute, Analyze and Monitor.

WHO Will Be Testing?

A test management team will oversee the process in collaboration with project management to define the testing scope. Testers should include participants from the design phase, as well as business experts and end users.

WHAT Will Be Tested?

Identify in advance which business scenarios, master data, and transactional data are relevant for testing. Key areas include:

  • Roles, permissions, and authorizations.
  • Business elements such as countries, regions, products, customers, and locations.
  • Specific scenarios that require targeted data.

WHERE Will Testing Be Performed?

Select the appropriate testing environment, whether it’s Development (DEV), Quality (QA), or a production-like environment (PROD).

HOW Will Testing and Issues Be Managed?

The test manager will assign test plans with specific test packages and communicate schedules. A structured approach to issues reporting is essential, using a tool to document issues or needed changes, including details such as the tester assigned, issues owner, and resolution priority.

WHEN Will Testing Occur?

Testing phases should have clear timelines in the project plan, typically starting during the realization phase after the design review is completed. Different teams in the project will conduct various types of testing:

  • The implementation team handles unit and integration testing.
  • Business users are responsible for User Acceptance Testing (UAT).

Note

The testing strategy and phases are mutually agreed upon by the implementation partner and customer and must be adapted to fit each project plan and its requirements.

Testing Types

Understanding the types of testing is crucial to ensure that the configuration and integration align with the initially agreed business requirements. There are several test types, and the most common ones include:

  • Unit Testing.
  • Integration Testing.
  • User Acceptance Testing (UAT).
 Unit TestIntegration TestUser Acceptance Test
Purpose

Test configuration

Confirm the interfaced data is being exchanged with other systems

Validate E2E processes to meet the approved design requirements

Owner/ Tester

Functional & technical teams

Key users

Key users and end users

Data

Sample data sets

Combination of user-created data and sample migrated data

Combination of user-created data and sample migrated data

Outcome

Configured solution is validated; critical & high priority defects resolved

Integration of the E2E scenarios function as per requirements

Business E2E scenarios function as per requirements

Each test type involves different roles. For example, UAT is typically conducted by business users who ideally participated in the design phase. Their involvement ensures they can effectively validate whether the designed solution aligns with the agreed business requirements.

Additional Information

Explore and download this Implementation Guide for a summary of the content covered in this lesson.

Conclusion

Data migration and system integration work together to keep an organization’s technology ecosystem modern, efficient, and aligned with business objectives. They enable seamless transitions to new systems while unlocking the full potential of integrated technologies.

A successful testing phase requires a clear definition of the purpose and scope of each test type, the assignment of teams based on expertise and involvement in earlier phases, and a structured process for tracking and resolving issues that arise during testing.

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