Prerequisites and Preconfiguration (On-Premise Source Systems)

In this section, step 1 is considered in the interaction of administrators.

This section of the course is relevant for: SAP Source System Administrators

Source System Requirements for a Direct Connection

In the previous chapter, you have identified possible on-premise source systems for SAP Signavio Process Insights. Depending on the type of system connection (direct or intermediate), the source systems must meet certain prerequisites. The requirements for the product and software component version depend on the source system type you want to connect. The most common source systems are SAP ECC and SAP S/4HANA.

See the following sections for details.

You selected possible source systems in your system landscape. For each of this systems:

• Check what versions are installed in your system and whether you need to update to a newer version by using transaction SE38 to run report RTCCTOOL.
• Check the report status: A red traffic light in the report's output lets you know if you need to update your ST-PI or ST-A/PI versions.

If your source system does not meet the requirements, install the required plug-ins. There are no dependencies between these plug-ins and the code in your SAP on-premise source system. You can therefore add these plug-ins to your production systems without implications for production features. Follow this steps:

1. Check the information about how to install these plug-ins: Installing ST-PI and ST-A/PI Plug-Ins (Direct Connection).
2. Open Tools for Support Service Sessions on SAP Support Portal. Use the options provided to download the latest versions of ST-PI and ST-A/PI.

Find additional information about Plug-Ins:

• More information about Plug-In ST-PI can be found in SAP Note 539977 - Release strategy for add-on ST-PI.

• More information about Plug-In ST-A/PI can be found in SAP Note 69455 - Servicetools for Applications ST-A/PI (ST14, RTCCTOOL, ST12).

Source System Requirements for a Intermediate System Connection

In the previous chapter, you have identified possible on-premise source systems for SAP Signavio Process Insights. If the selected source system does not fulfill the requirements for a direct system connection or several systems are connected via an intermediate system, you must identify such an intermediate system. To connect one or more source systems using a intermediate system, the following system prerequisites must be met for the intermediate system. The system requirements for the source system are then reduced (compared to a direct system connection).

For intermediate systems, the following requirements apply:

• The system must be part of your system landscape.
• It's not connected to SAP Signavio Process Insights and you don't plan to connect it in future.
• If you 're using ST-PI SP24 or lower, you must ensure you're not using the system as an intermediate system for SAP Signavio Process Insights already. Each SAP on-premise source system you want to connect to SAP Signavio Process Insights needs its own intermediate system.
• If you're using ST-PI SP25 or higher, you can connect multiple SAP on-premise source systems to one intermediate system.

If you have one of the following systems in your landscape, you might want to check if they meet the requirements for intermediate systems or can be upgraded accordingly:

• SAP Solution Manager
• SAP Business Warehouse
• SAP NetWeaver Gateway
• SAP Exchange Infrastructure (XI)

The intermediate system need to fulfill the following prerequisites:

For the indirectly connected source system the requirements for the product and software component version depend on the source system type you want to connect via an intermediate system connection. See the following sections for details.

You selected possible source systems in your system landscape. For each of the intermediate and indirectly connected source systems:

• Check what versions are installed in your system and whether you need to update to a newer version by using transaction SE38 to run report RTCCTOOL.
• Check the report status: A red traffic light in the report's output lets you know if you need to update your ST-PI (Intermediate System) or ST-A/PI (Source System) versions.

If your intermediate or source system does not meet the requirements, install the required plug-ins. There are no dependencies between these plug-ins and the code in your SAP on-premise source system. You can therefore add these plug-ins to your production systems without implications for production features.

1. Check the information about how to install these plug-ins: Installing ST-PI and ST-A/PI Plug-Ins (Direct Connection).
2. Open Tools for Support Service Sessions on SAP Support Portal. Use the options provided to download the latest versions of ST-PI and ST-A/PI.

More information about Plug-In ST-PI can be found in SAP Note 539977 - Release strategy for add-on ST-PI.

More information about Plug-In ST-A/PI can be found in SAP Note 69455 - Servicetools for Applications ST-A/PI (ST14, RTCCTOOL, ST12).

Security approval is often required to provide data to a cloud solution. This often involves discussing fields that contain users, customers, suppliers or other personal information.

For SAP Signavio Process Insgihts, you can decide whether personal information and monetary values are extracted from the source system or not. (This is maintained in the authorization for the background user). You also have the option of restricting authorizations for users within the application. In this case, the field contents are extracted from the source system and handed over to SAP Signavio Process Insights. Within the application, authorizations control which users are allowed to see this information. Only authorized users (with the PERSONAL_DATA / MONETARY_VALUES role) can see personal data / monetary values. (This is maintained in the user authorization role assignments for SAP Signavio Process Insights on BTP).

Excluding personal / monetary data restricts the information available to your users of SAP Signavio Process Insights. Without this information, you lose some valuable insights otherwise available for performance indicators. Some fields containing personal information are key fields. If you exclude data for key fields of a performance indicator from being sent to SAP Signavio Process Insights, no data is available for that performance indicator and the performance indicator can't be analyzed in SAP Signavio Process Insights.

Authorization wise sensitive data is group in:

• User IDs
• Monetary Values
• Other Personal Information (e.g. Customer, Supplier, Material Number, MRP Controller, …)

The various data fields are technically represented by sementic IDs.

Start the discussions with your security team to decide

• whether personal information / monetary values must be excluded when loading data or
• whether you want to use the option of authorizations for personal / monetary data in the application itself.

Check the lastest list of SAP Notes for (1) ST-PI and (2) ST-A/PI in the help portal documentation „Plug-In Requirements for Source Systems" for your system version and install or update all missing notes to ensure your source system is prepared.

A background user is needed for the data collection and data transfer.

For direct system connections this user must have the following authorizations:

• PFCG role SAP_SDF_ALM_METRIC_PUSH_FND. You can download this PFCG role from SAP Note 3372078
• PFCG role SAP_MANAGED_BPOANA_ALL

For SAP ECC and SAP S/4HANA systems only:

To obtain data for the MRP elements to be canceled per material (KPPP000410) performance indicator, the user also requires authorization object M_MTDI_ORG (Organizational Levels for Material Requirements Planning) and authorization for the activity category L MRP (MRP list, individual display).

• Check that your dialog user (or a newly created user) has the mentioned authorization to set up the data connection.
• Generate the above-mentioned roles, create a background user for the data collection and data transfer and assign the required authorization.

Two other prerequisites should be checked by you to ensure that end users can use all features of SAP Signavio Process Insights. These are, on the one hand, the browsers available in your company and, on the other hand, the software installed on the end users' desktops to jump directly to a source system from SAP Signavio Process Insights.

• Check the Browsers available in your company
• Check whether the prerequisites for the "Direct Links to Objects in SAP on-Premise Systems" are met. Details can be found in section „other requirements" in the documentation (SAP Notes, Plug-Ins, SAP GUI for HTML, autodiscovery job).