Defining Metadata Framework (MDF) Objects

Objective

After completing this lesson, you will be able to describe the Metadata Framework and enable Permissions for MDF objects.

MDF Overview

The maximum number of custom MDF objects allowed is 400 objects.

Metadata Framework (MDF) is a platform functionality that allows extension to existing SuccessFactors HCM suite capabilities. MDF has capabilities to add new custom objects and maintain existing objects called Generic Objects. 

With MDF, you can create and manage objects, link them, or even create a hierarchy of objects. MDF is well integrated with workflow, rules engine, and reporting. It also has inbuilt capabilities like support for importing and exporting records, and security with Role Based Permissions (RBP). This means any of the objects available within MDF have all these features. You then have different ways to manage data the way you want. For example, using Import/Export, a UI, or oData. You also have ability to control who gets access to these objects.

The manage data tool allows system administrators to better understand and manage the data volume consumption of MDF objects in the system. They can also rely on the statistics to decide whether and when to purge MDF data.

The data volume information is collected periodically for every company in the production environment and is available for viewing with proper permission. Alternatively, you can also export the data volume information with Import and Export Data.

The data volume information is collected periodically for every company in the production environment and is available for viewing with proper permission. Alternatively, you can also export the data volume information with Import and Export Data.

  • MDF Audit Data Volume: Use this object to check the volumes of audit data available for a given MDF object.
  • MDF Association Data Volume: Use this object to check the volumes of association data available for a given MDF object.
  • MDF Transactional Data Volume: Use this object to check the volumes of transactional data available for a given MDF object. Transactional data refers to the day-to-day business data that's available in a system.

Using MDF, you can easily extend Employee Central (EC) entities for customers. It allows you to customize objects and behavior needed to meet customer needs. Several key applications of SAP SuccessFactors suite like Position Management, Time Off, and Manage Business Configuration (BCUI) are built using MDF capabilities.

The tools used to manage MDF Objects are available at Admin Center.

Administrators are able to create 250 custom MDF objects by default. This limit can be raised to 400 from ProvisioningCompany Settings.

MDF Components

MDF has several different layers. The most basic layer is the Object Definition. This is where all the configuration decisions for an object are made and where the object is "built". Object behavior, fields, associations, and security are all set within the object definition. 

Once the object definition is built, you can then add business logic to the object. This is done using Business Rules. Business Rules can be used to default data, set values based on data chosen, raise informational or error messages, and trigger actions to occur when data records are saved or deleted.

Once the object is built and business logic is integrated, you can start to import, create, and manage data related to that object.

Finally, you can create different "views" or UIs for your object. Within the Configuration UI, you can change the layout of the object, add or remove fields, update labels, and add text or hyperlinks to the object view.

Enablement of MDF and Granting of Permissions

Enablement of MDF

To enable MDF, go to Provisioning and then select Company Settings.

  1. Select the Enable Generic Objects checkbox.
  2. Select the Enable the Attachment Manager checkbox.
  3. Scroll up to the top of the screen and select Save Feature.

If you want to use other related features, such as workflows and Rules you must also enable the following features from Provisioning:

  • Employee Central Foundation Objects

  • Effective Dated Data Platform

  • Enable Business Rules for Workflow Derivation

Do not turn on these switches in Provisioning for your THR80 training instance as it will interfere with completion of the labs. For example, employee imports work differently when Employee Central is active.

Granting of Permissions

Access to tools to manage MDF configuration and Data is controlled by (RBP). Once MDF is enabled you need to grant access to it by granting specific RBP permissions.

  1. Use the Action Search to navigate to theManage Permission Roles.
  2. Choose an existing role or create a new Permission Role.
  3. Click Next.

The Metadata Framework permissions are displayed.

Navigate to the Metadata Framework section and choose all permissions you would like to grant to that role.

  • Configure Object Definitions: Allows you to access Configure Object Definition page to manage objects and related configurations.

  • Access to Business Rule Execution Log: You need this permission to be able to access the log that shows how business rules are executed.

  • Configure Business Rules: Allows you to access Configure Business Rules page.

  • Manage Data: Allows you to access Manage Data page.

    Manage Sequence: Allows you to access Manage Sequence. You can use this field to generate automatic sequence number for a rule or automatic externalCode generation

  • Import permission on Metadata Framework: You need this permission to be able to import and export data for generic objects or business rules using the Import and Export Data link in the Admin Center.

Note

There are other RBP sections that allow a user to work with objects that have been built using MDF (for example, Miscellaneous Permissions or Manage Time Off). Some of these permissions like Manage Position might not be available for you if related features are not enabled from Provisioning.

To learn more about these permissions you can review the following guide on the SAP Help Portal: Implementing the Metadata Framework (MDF)

Additional Information on Permissions

The Add Permissions page is displayed.

In the Miscellaneous Permissions section, you can grant access to tools that manage data, as well as the ability to view, edit, import, and export data for specific MDF objects. There is also an option ‘Field Level Overrides’ to define a more restrictive permissions (no access or read only) on specific fields for an object. To learn more about these permissions you can review the following guide on the SAP Help Portal and related KBA (SAP Knowledge Base Article):

Provide Record-Level Permission

You can provide record-level permission, allowing administrators to manage which records you can import or export. You can only export or import data for MDF objects which have the explicit Export or Import permission. If the Export or Import permission isn't enabled for a specific object, you can't export or import data for that object.

Prerequisites

You've set secured to Yes for the Object Configuration of the MDF object. The Edit permission to the MDF object for Object Configuration is enabled in Manage Permission Roles.

  1. Go to Manage Data
  2. From the Search dropdown, select Object Configuration if you would like to change the settings for an existing object.
  3. From the second dropdown, select the specific object for which you want to enable record level permission.

    The second dropdown gets populated with values corresponding to the selected object.

    UI displays all the configurations corresponding to the selected object definition. If the specific object isn't found in the second dropdown, create an Object Configuration. To create an object configuration:

    1. In the Manage Data admin tool, selectObject Configuration option for Create New.
    2. In theObject Type field, select your specific object.
  4. In the Object Configuration screen for your selected object, you can set explicit permission for two new fields:
    1. Enable Record-Level Permission Check on Import - Set this field to Yes to enable record level permission for import.
    2. Enable Record-Level Permission Check on Export - Set this field to Yes to enable record level permission for export.

    For more details, refer to Additional Object Configurations.

  5. Click Save, after making the necessary changes.

MDF Change History Data report

You can include all MDF objects in the MDF Change History Data report. The report is available via:Action SearchChange Audit Reports.

The Change Audit Reports screen with MDF Configuration Data highlighted

Eventually you need to enable the report first via Action SearchManage Audit Configuration.

The Manage Audit Configuration screen with Change Audit activated.

The MDF Change History Data report includes all root-level data from Metadata Framework (MDF) excluding those marked as configuration, such as object definition, picklist, and object configuration. This enables you to get a comprehensive view of all changes without missing any data. It provides a single, comprehensive change audit report that includes all root-level MDF objects, making it simpler and more efficient to track all system configuration changes.

Lesson Summary

  • Metadata Framework (MDF) extends SuccessFactors HCM, enabling creation and management of customizable objects integrated with workflows and permissions.
  • MDF permissions are managed via Role-Based Permissions (RBP) to control access, configure objects, and manage data securely.
  • Administrators can enable MDF, manage object definitions, configure permissions, and set record-level restrictions for data import/export.
  • Key MDF functionalities include business rules, data volume management, audit reporting, and object configuration views.
  • MDF supports applications like Employee Central, Position Management, and Time Off, enhancing customization and enterprise functionality.