BusinessObjects™ Data Quality XI for SAP® Solutions
User’s Guide
BusinessObjects Data Quality XI for SAP Solutions 11.6.0.0 June 2007
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For customer care, contact us on the Web at http://www.firstlogic.com/customer If you find any problem with this documentation, please report it to Business Objects in writing at
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Copyright © 2007 Business Objects. All rights reserved.
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Business Objects owns the following U.S. patents, which may cover products that are offered and sold by Business Objects: 5,555,403, 6,247,008 B1, 6,578,027 B2, 6,490,593 and 6,289,352.
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Business Objects, the Business Objects logo, Crystal Reports, and Crystal Enterprise are trademarks or registered trademarks of Business Objects SA or its affiliated companies in the United States and other countries. All other names mentioned herein may be trademarks of their respective owners.
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Business Objects products in this release may contain redistributions of software licensed from third-party contributors. Some of these individual components may also be available under alternative licenses. A partial listing of third-party contributors that have requested or permitted acknowledgments, as well as required notices, can be found at: http://www.businessobjects.com/thirdparty
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Preface ............................................................................................................ 7 About this guide.........................................................................................7 Don’t miss emails from us .........................................................................7 Access the latest documentation ................................................................7 Conventions ...............................................................................................7 Assumed audience .....................................................................................8 Chapter 1: Overview ........................................................................................................ 9 Data quality overview ....................................................................................10 What is data quality? ...............................................................................10 What steps are involved in data quality? .................................................10 The results of data quality........................................................................11 What is Data Quality for SAP Solutions? ......................................................12 Three components of Data Quality for SAP Solutions............................12 Who updates Data Quality for SAP Solutions?.......................................12 Postal validation engine...........................................................................12 Match engine ...........................................................................................12 Introduction to Data Quality ..........................................................................13 Hub of data quality needs ........................................................................13 Data Quality scenario ..............................................................................13 More information about Data Quality .....................................................14 Data Quality documentation descriptions................................................14 Access Data Quality documentation on Windows ..................................15 Access Data Quality documentation on UNIX........................................15 Chapter 2: Installing Data Quality for SAP Solutions ................................................ 17 System requirements ......................................................................................18 Requirements for the BAdIs ....................................................................18 Required OSS Notes for your SAP system..............................................18 Requirements for the RFC Server............................................................18 RFC Server space requirements...............................................................19 The installation process..................................................................................20 Data Quality installation notes and procedures..............................................21 Install Data Quality..................................................................................21 After installing Data Quality ...................................................................21 Installing the RFC Server...............................................................................23 Install a dedicated RFC Server for batch duplicate search ......................23 Install the RFC Server on Windows ........................................................23 Install the RFC Server on UNIX .............................................................24 Start the RFC Server................................................................................25 Stop the RFC Server ................................................................................26 Installing the Data Quality for SAP Solutions BAdIs....................................27 Step 1: Import the Data Quality package on client 000...........................27 Step 2: Insert the Data Quality IMG structure on client 000...................30
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Step 3: Activate the Business Configuration Sets on each target client.. 33 SAP handshake with RFC server................................................................... 34 Purpose of the activity............................................................................. 34 Define the RFC destination ..................................................................... 34 Load supported country codes ....................................................................... 37 Running the transaction and report ......................................................... 37 Activate duplicate check index pools ............................................................ 38 Activate the index pools.......................................................................... 38 Quarterly Adjustment Reports ....................................................................... 40 Report RSADRQU1................................................................................ 40 Report /FLDQ/RSADRQU2 ................................................................... 41 Report RSADRQU3................................................................................ 42 Quarterly Adjustment custom error report .............................................. 43 Run the initial setup program......................................................................... 44 Purpose of initial setup............................................................................ 44 Run the initial setup................................................................................. 44 Install and configure Data Quality into the IC WebClient ............................ 45 Requirements for running Data Quality for SAP Solutions in an IC WebClient profile.................................................................................... 45 Considerations for postal validation with the IC WebClient .................. 45 Summary of configuration tasks ............................................................. 45 Activate the BSP BC Sets ....................................................................... 45 Configure IC WebClients to use Data Quality for SAP Solutions views and controllers................................................................................................ 46 Activate the /FLDQ/BSP_DQ service..................................................... 46 Add postal validation functionality to other IC WebClient views .......... 47 Disable the Postal Validation BAdI for the IC WebClient ..................... 48 Creating new address records.................................................................. 48 Chapter 3: Configuring through the IMG ................................................................... 49 Locating the Data Quality IMG activities...................................................... 50 SAP handshake with RFC server................................................................... 51 Maintain Supported Countries ....................................................................... 52 Remove the country codes ...................................................................... 52 Maintain exception table of transaction codes............................................... 53 Add a transaction code to the exception table......................................... 53 Maintain table to activate SAP postal code check before postal validation .. 55 Add a country to the table ....................................................................... 55 Maintain fields for address reviewer ............................................................. 56 Fields and order for standard street addresses......................................... 56 Fields and order for P.O. Box addresses ................................................. 56 Make changes to the fields for the address reviewer .............................. 56 Maintain fields for duplicate hit list display .................................................. 58 Fields and order for error tolerant search and duplicate search .............. 58 Make changes to the fields for the duplicate hit list display ................... 59 Maintain operating parameters ...................................................................... 60 Operating parameters .............................................................................. 60 Modify the parameters ............................................................................ 61 Map address types for Quarterly Adjustment ................................................ 62 Defining mappings .................................................................................. 62 Predefined mappings ............................................................................... 62 Add a mapping for an Address Type Code ............................................. 62
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Chapter 4: Configuring the RFC Server ...................................................................... 65 Configuring through flrfcsrv.xml...................................................................66 Location of flrfcsrv.xml ...........................................................................66 Editing flrfcsrv.xml..................................................................................66 SAP settings and Data Quality settings ...................................................66 File settings..............................................................................................66 General settings .......................................................................................67 Dataflows.................................................................................................68 Overrides..................................................................................................68 Chapter 5: Postal address validation ............................................................................ 69 Interactive cleansing with Data Quality for SAP Solutions...........................70 Using interactive cleansing......................................................................70 Multiple suggestions................................................................................71 Batch cleansing with Quarterly Adjustment Reports.....................................72 Chapter 6: Duplicate check and error tolerant search ............................................... 73 Understanding duplicate check and error tolerant search ..............................74 Duplicate check .......................................................................................74 Error tolerant search ................................................................................74 Break Keys...............................................................................................74 Understanding break keys and data fields......................................................75 How Data Quality determines a break key ..............................................75 Configure the break key settings .............................................................75 Match on name data.................................................................................76 Using duplicate check ....................................................................................77 The hit list ................................................................................................77 Fields displayed .......................................................................................78 Using error tolerant search .............................................................................79 The hit list ................................................................................................79 Fields displayed .......................................................................................80 Chapter 7: Tips and troubleshooting ............................................................................ 81 Installation troubleshooting............................................................................82 Checking the RFC server(s) connected ...................................................82 Connection to the RFC Server closed......................................................82 Troubleshooting Unicode issues..............................................................82 Postal validation and duplicate check/error tolerant search troubleshooting .84 Inability to save addresses for which the postal code cannot be completed.................................................................................................84 Records created without break keys due to downtime of RFC Server ....84 Records not stored in pending update table when search disabled..........84 Understanding regions .............................................................................85 Newfoundland region code for R/3 4.60 and 4.70...................................85 RSMTCCODE program error message ...................................................85 Include records with empty break keys ...................................................86 Duplicate hit list not appearing as expected ............................................86 Threshold values for duplicates ...............................................................86 Addresses do not validate/Error T528 .....................................................87
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Data Quality Troubleshooting........................................................................ 88 Installing directories and file permissions on UNIX............................... 88 Threads allowed per process on UNIX ................................................... 88 RFC Server Troubleshooting ......................................................................... 89 Output manifest information ................................................................... 89 Appendix A: Data Quality Dataflows and Transforms................................................... 91 Data Quality dataflows............................................................................ 91 Enable and disable country engines ........................................................ 92 Combine House Num and PMB transform ............................................. 93 Data Quality Global Address Cleanse Base transform ........................... 94 Appendix B: Error Codes .................................................................................................. 97 Technical error codes .............................................................................. 97 Postal validation error codes ................................................................. 100 Duplicate check error code.................................................................... 100 Index........................................................................................................... 103
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This guide provides a general overview of BusinessObjects Data Quality XI for SAP Solutions as well as specific information for installing and integrating this product into your SAP environment.
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Email messages concerning this product come from a different address now. Ever since Business Objects purchased Firstlogic, Inc. in April 2006, email messages from us have come from a businessobjects.com email address. Make sure that your email system does not unintentionally filter these messages to a spam, trash, or quarantine area where you might miss them. We don’t want any important news about your product to not reach you.
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You can access product documentation in several places: On your installation CD. Release notes, manuals, and other documents for Data Quality for SAP Solutions are available on the CDs that you use to install this product. On the Customer Portal. Go to www.firstlogic.com/customer, and then click the Documentation link to access all the latest product documentation. You can view the PDFs online or save them to your computer for viewing or printing.
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This document follows these conventions:
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We use this symbol to alert you to important information and potential problems. We use this symbol to point out special cases that you should know about. We use this symbol to draw your attention to tips that may be useful to you.
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This guide assumes that the people responsible for integrating and using Data Quality for SAP Solutions are experienced administrators and users of SAP R/3® and SAP Customer Relationship Management (SAP CRM) solutions. If you are implementing the IC WebClient postal validation and search capabilities, this guide also assumes that you are aware of any settings and customizations you have made to your IC WebClient configuration before installing this product. This guide does not explain basic operation of the SAP environment. For questions about the SAP environment, consult the appropriate SAP documentation or SAP technical support. This guide also does not explain the operation of the Data Quality server or Project Architect. For specific questions about Data Quality, consult the Data Quality documentation that is included in this package.
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In previous releases of this software, this product was called the Global Data Quality Connector for SAP Solutions. BusinessObjects Data Quality XI Release 2 was formerly called IQ8. Throughout this Guide, BusinessObjects Data Quality XI Release 2 is referred to by the shorthand name Data Quality. In some earlier releases, the RFC Server was called the Data Quality Server. This changed name better uses standard SAP terminology and avoids confusion with a component of BusinessObjects Data Quality XI Release 2 that is called the Data Quality Server.
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Before using BusinessObjects Data Quality XI for SAP Solutions, you should understand some of concepts of data quality. A basic familiarity with these concepts helps you to understand what Data Quality for SAP Solutions does, how it works with your existing SAP environment, and why your organization benefits from data quality.
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Data quality is a process of arranging customer information in a standardized, validated, and consistent order. The process also helps you to avoid duplicate data entries and adds value by creating a single and accurate view of your customers.
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Generally, data quality requires four main steps: parsing correction standardization duplicate matching
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Parsinginvolves checking the structure and content of each field of a contact’s information. During parsing, checks ensure that data appears where it belongs; an address does not appear in a name field, for example. Some of the more common elements to search for in a record during parsing include first and last name, street number and name, region, and postal code.
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In order to correct data, Data Quality for SAP Solutions uses secondary data sources, such as the U.S. Postal Service’s National Directory or an international postal directory, to check and validate address information. Using these secondary sources, Data Quality for SAP Solutions can check, for example, whether La Crosse, Wisconsin is associated with the ZIP Code 54601, whether Harbor Plaza is actually a valid street name in La Crosse, and whether 100 is a valid address for that street.
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After correcting the data, Data Quality for SAP Solutions can standardize the data. Standardization works in conjunction with correction and parsing as it arranges customer information in a consistent and preferred format. Examples of standardization include removal of dashes from a phone number or Social Security number, use of a common abbreviation such as DEPT for department number, or common representations of title such as Mr., Ms., Mrs., and Jr. It also includes the application of standard address elements such as converting Street to St and converting South West to SW. Once a standardized customer record exists, matching should become part of the data quality analysis to eliminate redundancies. During the matching step, the software searches existing customer data records in real time using specific business-defined criteria to look for similar records. If no match is found, the data quality process is complete. If a match is found, however, then the user is offered the opportunity to determine whether the newly entered record matches the suggested existing record. Duplicate matching technology even allows the user to search for records based on partial information.
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These data quality concepts provide a foundation that helps a business to develop a clear picture of the customer, which can improve both efficiency and effectiveness. Because there are so many touch points for customer data in an organization, this activity has far-reaching implications in how you conduct business on a day-to-day basis.
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:KDWLV'DWD4XDOLW\IRU6$36ROXWLRQV" Data Quality for SAP Solutions is software that enhances parts of your SAP installation. SAP can stand alone without having Data Quality for SAP Solutions installed, but without Data Quality for SAP Solutions you would not attain the benefits of data quality. Data Quality for SAP Solutions takes care of the correction, standardization, and duplicate matching steps in the data quality process. 7KUHHFRPSRQHQWVRI 'DWD4XDOLW\IRU6$3 6ROXWLRQV
Data Quality for SAP Solutions consists of these components:
Three Business Add-Ins (BAdI) that are integrated directly into the SAP environment for postal validation, duplicate check, and error tolerant search. The RFC Server, which receives and returns data sent from the SAP environment through TCP/IP. BusinessObjects Data Quality XI Release 2, which handles data quality processing tasks on the data it receives from the RFC Server through a Common Programming Interface for Communications (CPI-C) connection.
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Data Quality for SAP Solutions is created and maintained by Business Objects.
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The postal validation engine of Data Quality for SAP Solutions relies on the BusinessObjects Data Quality XI Release 2 address directories compiled from postal authorities such as the United States Post Office. Data Quality for SAP Solutions can cleanse both U.S. and global addresses. The postal validation engine is integrated into your SAP system through SAP’s Business Address Services–Postal Validation (PV) interface.
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The match engine of Data Quality for SAP Solutions brings sophisticated recordmatching technology to your SAP applications. The criteria for deciding which records are a potential match are controlled by business rules that you can customize to your needs. When you enter a record that is a potential duplicate, you have the option of choosing which of the duplicate records to keep. The match engine is integrated into your SAP system through SAP’s Business Address Services (BAS)–Duplicate Check, Error Tolerant Search (DES) interface.
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,QWURGXFWLRQWR'DWD4XDOLW\ As a Data Quality for SAP Solutions user, you may be wondering what Data Quality is and what it means to you. After installation, you can use Data Quality for SAP Solutions with little thought given to Data Quality, because it handles the data quality processes behind the scenes. The version of Data Quality shipped as part of Data Quality for SAP Solutions is customized to run only as part of Data Quality for SAP Solutions, but the technology of Data Quality offers other potential solutions to your enterprise’s data quality needs. This section provides an overview of what Data Quality does, independent of its use within Data Quality for SAP Solutions, and tells you where you can find more information about Data Quality. +XERIGDWDTXDOLW\ QHHGV
Data Quality is the next generation data quality platform that allows you to tie in all of your data quality needs to a single “hub.” Many users of Data Quality for SAP Solutions also have data quality needs in other applications or other areas of their enterprise. Instead of having many disparate solutions for each area of your enterprise, you can use Data Quality as the backbone for all of your data quality needs. With Data Quality, you can centralize and standardize this processing through the following Data Quality features.
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All of the business rule definitions are stored in a single repository that can be shared by all applications that use Data Quality. You can organize business rules into reusable objects that can be shared to meet your enterprise requirements. You can use the same objects in a project for Data Quality for SAP Solutions, your own custom application that incorporates Data Quality, or direct batch processing through Data Quality itself. This means that you can create data quality standards that are truly shared across your entire enterprise.
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Data Quality is built on service-oriented architecture principles.
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The following diagram shows a possible scenario for how Data Quality can be used as the central hub for all of your enterprise data quality needs. This is only one example; the number of scenarios is practically limitless because of Data Quality’s flexibility.
You can set up any number of instances of the Data Quality Server software, and your applications (including Data Quality for SAP Solutions) can communicate with that server directly, or via a web server using the Data Quality web service. This means that all of your data quality processing can happen in one centralized area.
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For more information about Data Quality, see the Data Quality documentation. The Data Quality documentation is available in electronic format, both in a printable PDF file and an online help format. The online version requires an internet browser. We recommend Internet Explorer or Netscape 4.x (most recent versions recommended), or Mozilla 1.4 or higher, though other browsers may work as well. The printable version requires Adobe® Reader® 4.0 or higher (6.x recommended). Documentation is installed as a separate component. The documentation for Data Quality is an optional installation component in most cases. If you don’t install the documentation while installing Data Quality, it won’t be available on your system.
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The following table describes the types of information included with each of the documents installed with Data Quality.
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Data Quality User’s Guide
Includes conceptual information about Data Quality, details about using the Project Architect interface, and a detailed reference for objects such as transforms and Data Quality Blueprints™. This guide is intended for the user who creates projects (dataflows) and configures the business rules of your Data Quality processing.
Data Quality Integrator’s Guide
Includes information about integrating Data Quality functionality into custom applications via the web service. For example, it includes a detailed web method reference. This guide is intended for programmers and integrators.
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Data Quality System Administrator’s Guide
Includes information about system requirements, installation planning, and actual installation steps for Data Quality.
Data Quality Release Notes
Includes information about what is new in the latest Data Quality release.
Data Quality Data Cleanse Modifier’s Guide
Includes information about how to customize cleansing with the Data Cleanse transform. This guide is intended for advanced users of the Data Cleanse transform.
After installing Data Quality, Windows users can access the documentation from shortcuts on the Start menu. To access the documentation: 1. Choose Start > Programs > BusinessObjects XI Release 2 > Data Quality 11.6 > Documentation. 2. Click the appropriate shortcut for the documentation you want to view.
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After installing Data Quality, UNIX users can access the online documentation from their web browser. Enter the appropriate location and file name for the document you want to view, as shown in this table.
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Data Quality User’s Guide
install_location/documentation/userguide_html/index.htm
Data Quality Integrator’s Guide
install_location/documentation/intguide_html/index.htm
Data Quality Data Cleanse Modifier’s Guide
install_location/documentation/modguide_html/index.htm
UNIX users can access the printable (PDF) documentation from Adobe Reader. You can find these documents in install_location/documents/pdf/.
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This chapter explains the requirements and procedures for installing BusinessObjects Data Quality XI for SAP Solutions. The total number of CDs that you receive with your purchase of Data Quality for SAP Solutions is based on the country-specific address-cleansing engines that you purchased. The CDs for Data Quality for SAP Solutions include: The “BusinessObjects Data Quality XI Release 2” and the Auxiliary Directories CDs contain the installation of BusinessObjects Data Quality XI Release 2 and the extensive lookup directories used for address cleansing. The exact CD set that you receive depends on your purchase. See the Data Quality documentation for installation instructions. “BusinessObjects Data Quality XI for SAP – RFC Server” contains the installation of the RFC Server. “BusinessObjects Data Quality XI for SAP – PV and DES Business Add Ins” contains the installation of the Business Add-Ins. “BusinessObjects Data Quality XI for SAP – Dataflows” contains the dataflows that you must copy to your Data Quality installation. “Runtime Environment for International Address Engine” contains an addition for your Data Quality installation if you use the International Address Engine or if you are using HP-UX with any address engines BusinessObjects Data Quality XI Release 2 – Windows Components for UNIX contains additional software for customers who install Data Quality on UNIX
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6\VWHPUHTXLUHPHQWV This section shows the requirements for the BAdIs and the RFC Server. 5HTXLUHPHQWVIRUWKH %$G,V
The BAdIs portion of Data Quality for SAP Solutions requires the following environment: SAP Customer Relationship Management (SAP CRM) solutions v4.0 (with Basis/ABAP SP 39) and higher. SAP R/3 v4.6 (with Basis/ABAP SP 46) and higher. ECC 5.0 (ERP2004) and higher.
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You must have installed the following Online Service System (OSS) Notes on your SAP system.
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Collective note: Errors in interface for duplicate check
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Composite note: Various errors in quarterly adjustment
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Composite note: Error with interface for address check
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Termination with AM897 when calling ADDR_PERSONAL_GET_ARRAY
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The RFC Server requires one of the following environments.
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Windows 2000 Windows 2000 Server Windows XP Windows 2003 Server
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AIX 5.1, 5.2, and 5.3 (32 bit) HP-UX 11.0 and 11i (32 bit) Red Hat Linux 3.0 (32 bit) Solaris 8.0 and 9.0 (32 bit) SUSE Linux 8.0 and 9.0
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The machine on which you install Data Quality for SAP Solutions must run the 32-bit version of the Java 2 Platform, Standard Edition (J2SE) version 1.4.2 or higher. An installable version of the J2SE is not included in this software package. You must acquire, install, and run the J2SE independently of the installation and before the installation of Data Quality for SAP Solutions.
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The Business Objects software that powers Data Quality for SAP Solutions requires that you have an Intel or compatible processor with a minimum clock speed of 1 GHz, or a RISC processor of comparable power.
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All supported Windows operating systems
256 MB
512 MB
All supported UNIX operating systems
512 MB
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The RFC Server for your Data Quality for SAP Solutions installation requires 117 MB of disk space. In Windows 2003 Server, the user account that runs the RFC Server must also have full permissions to access the subdirectories that contain the address directories.
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7KHLQVWDOODWLRQSURFHVV The installation of Data Quality for SAP Solutions requires these tasks: 1. Install BusinessObjects Data Quality XI Release 2 and copy the Data Quality for SAP Solutions dataflows. 2. Install the RFC Server. 3. Install the Data Quality Business Add-Ins. 4. Perform the “SAP handshake with RFC server” IMG activity. 5. Load the supported countries. 6. Activate duplicate check index pools. 7. Run Quarterly Adjustments. 8. Run the initial setup program.
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'DWD4XDOLW\LQVWDOODWLRQQRWHVDQGSURFHGXUHV This section describes issues unique to installing BusinessObjects Data Quality XI Release 2 as part of Data Quality for SAP Solutions, including a procedure to copy the Data Quality for SAP Solutions dataflows and transforms from the “BusinessObjects Data Quality XI for SAP – Dataflows” CD. You must complete the installation and configuration of Data Quality before proceeding to rest of the installation of Data Quality for SAP Solutions. ,QVWDOO'DWD4XDOLW\
You must install Data Quality before installing the RFC Server or BAdIs. You can find instructions for installing, configuring, and running Data Quality in the Data Quality documentation you received in this package.
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You can install Data Quality on the same machine as the RFC Server, on a different machine, or even on a machine with a different operating system than the one that contains your installation of the RFC Server. Information about the system requirements for the machine on which you install Data Quality are included with the Data Quality documentation.
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If you are already an BusinessObjects Data Quality Data Quality XI Release 2 customer (prior to the purchase and installation of Data Quality for SAP Solutions) and therefore have already installed a version of Data Quality that you want to use with Data Quality for SAP Solutions, you must upgrade to BusinessObjects Data Quality XI Release 2 Version 11.6.0.0. See the Data Quality documentation for details of how to upgrade.
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For UNIX installations of Data Quality, if you use the international address engine within the address-cleansing engine, you must install the International ACE runtime environment on your system from the “Runtime Environment for International Address Engine” CD. This installation requires that you have root access. For detailed instructions, see the Data Quality Administrator’s Guide and the document International Address Processing: Installing The Runtime Environment for UNIX Platforms, which are included with your shipment if you purchased international address support. The International Address Processing runtime environment is sometimes referred to as the COBOL runtime environment. These names refer to the same product.
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After you have installed Data Quality, you must perform additional procedures to prepare Data Quality for use as part of Data Quality for SAP Solutions.
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The “BusinessObjects Data Quality XI for SAP – Dataflows” CD contains dataflows and transforms in the form of .xml files that are specific to the functionality of Data Quality for SAP Solutions. You must copy the dataflows and transforms from this CD to your Data Quality installation.
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If you have a previous installation of Data Quality for SAP Solutions that uses Data Quality and you have customized any dataflows or transforms, copying the dataflows and transforms from the CD will overwrite the existing files and therefore overwrite any customizations you have made. Before copying the dataflows and transforms to your Data Quality installation, you should make a backup copy of all the files in the DQinstall\ repository\ folder. You can then use these backup files to recreate your customizations in the new files. For a description of important dataflows and transforms, see “Data Quality dataflows” on page 91.
To copy the dataflows and transforms to your Data Quality installation: 1. From the “BusinessObjects Data Quality XI for SAP – Dataflows” CD, copy the folder repository (and all the folders and files within) to the folder DQinstall\, where DQinstall is the location of your Data Quality installation (by default, c:\dqxi\11_6). 2. When prompted for permission to overwrite files, choose “Yes to all.” The files are copied to their correct locations in subdirectories of the folder DQinstall\repository\. (QDEOHGLVDEOHDGGUHVV FOHDQVHHQJLQHV
After installing Data Quality, you must enable in Data Quality the address cleanse engines for the countries that your installation of Data Quality for SAP Solutions supports to ensure that Data Quality uses the proper directories during data quality operations. You must also disable any unused engines that are enabled. For information on enabling and disabling country engines in Data Quality, see “Enable and disable country engines” on page 92.
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,QVWDOOLQJWKH5)&6HUYHU The next step in installing Data Quality for SAP Solutions is installing the RFC Server. You must install the RFC Server from a user account that has permissions to install software on the machine. The following procedures describe the installation and running of the RFC Server. ,QVWDOODGHGLFDWHG 5)&6HUYHUIRUEDWFK GXSOLFDWHVHDUFK
To run duplicate search functionality in batch mode (often called “batch match”), you must run a dedicated RFC Server to handle these tasks. For more information about setting and configuring this dedicated RFC Server, see “Maintain operating parameters” on page 60.
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To install the RFC Server on Windows: 1. On a machine that meets the system requirements for the RFC Server (see “Requirements for the RFC Server” on page 18), insert the CD labeled “BusinessObjects Data Quality XI for SAP – RFC Server,” navigate to the location of the CD, and launch the file setup.exe. The installation begins and the Data Quality confirmation window appears. 2. Click Yes to confirm that you have first installed Data Quality. The Welcome window appears. 3. Click Next. The License Agreement window appears. 4. After reading and accepting the license agreement, click Next. The Choose Destination Locations window appears. By default, the installation routine installs the RFC Server to the folder C:\Program Files\BusinessObjects\DataQuality_for_SAP. Though you can use the Browse button to change the destination folder, Business Objects recommends that you install to this default directory, and you must install to a path that finishes with [your_path]\BusinessObjects\ DataQuality_for_SAP. 5. After choosing the destination folder, click Next. The SAP Information window appears. 6. Enter the Host Name and Service of the SAP Gateway. The host name can be filled by either the name or IP address of the SAP Gateway. On the same screen, click Yes or No to indicate whether your system is Unicode compliant. Click Next. If your system is Unicode compliant, the step “SAP handshake with RFC server” on page 34 has further configuration instructions on configuring Data Quality for SAP Solutions for Unicode systems. The SAP Basis window appears.
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7. Click the appropriate radio button to indicate whether your SAP Basis version is 6.40 or above, or a version prior to 6.40. (The installer uses different files depending on your Basis version.) Click Next. The Data Quality Connection Options window appears. 8. Click the appropriate radio button to indicate whether you want the installation to gather your Data Quality settings automatically or if you want to enter them manually. If you select automatically, you must provide the Data Quality server host name and the location of the Data Quality bootstrap file. (The bootstrap file is typically located in DQinstall\repository\configuration_rules\.) If you select manually, you must provide the Data Quality server host name, Data Quality port number, Data Quality repository path, and Data Quality substitution file name. Proceed through the screens. At completion, the Integrated Batch Port Number screen appears. 9. Accept the default values for Low Port and High Port numbers, unless you know that range of values is already in use. Otherwise, enter appropriate values. Click Next. The Ready to Install the Program window appears. 10. Click Install. The RFC Server installation proceeds. When the installation has finished, the Installshield Wizard Complete window appears. 11. Click Finish. The RFC Server is now installed on your system. ,QVWDOOWKH5)&6HUYHU RQ81,;
To install the RFC Server on UNIX: 1. Place the “BusinessObjects Data Quality XI for SAP – RFC Server” CD in the CD-ROM drive. 2. Mount the CD. 3. Open a console window. 4. Change the directories to point to the CD-ROM drive. 5. Type install_console and press Enter. The installation begins and the “Welcome” text appears. 6. Press 1 and Enter to go to the next screen. The “License Agreement” text appears. 7. After you read all pages and accept the license agreement, make sure the X is in the appropriate box and press 0 to accept the license agreement. Press 1 and Enter to go to the next screen. The Data Quality and Java confirmation text appears. 8. Confirm that you have installed Data Quality and the Java Runtime Environment. Press 1 and Enter to go to the next screen. The “Install Directory” text appears. 9. Enter a directory path for the install directory and confirm that you want to create the new directory.
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Business Objects recommends that you install to a newly created directory such as /local/apps/SAP/BusinessObjects/ DataQuality_for_SAP. Press 1 and Enter to go to the next screen. The “Host” text appears. 10. Enter the SAP Gateway Host name. The host name can be filled by either the name or IP address of the SAP Gateway. Press 1 and Enter to go to the next screen. The “SAP Service” text appears. 11. Enter the SAP Service name. Press 1 and Enter to go to the next screen. The “Unicode” text appears. 12. Indicate whether this machine supports Unicode. Press 1 to go to the next screen. The “Basis information” text appears. If your system is Unicode compliant, the step “SAP handshake with RFC server” on page 34 has further configuration instructions on configuring Data Quality for SAP Solutions for Unicode systems. 13. Indicate whether your SAP system is Basis version 6.40 or above. (The installer uses different files depending on your Basis version.) Press 1 and Enter to go to the next screen. The “Data Quality interview” text appears. 14. Indicate whether you want the installation to gather your Data Quality settings automatically or if you want to enter them manually. If you select automatically, you must provide the Data Quality server host name and the location of the Data Quality bootstrap file. If you select manually, you must provide the Data Quality server host name, port number, repository path, and substitution file name. Proceed through the screens for your Data Quality interview selection. At completion, the installation begins, goes to completion, and the RFC Server is installed on your system. The remaining sections of these installation instructions are “Windowscentric” in the sense that the paths are suitable to a Windows installation. The procedures are fundamentally identical in UNIX, and should be read with that understanding. 6WDUWWKH5)&6HUYHU
You can find the batch file to start the RFC Server in the install directory of the machine on which you installed the RFC Server. install_directory\start_rfcserver.bat (On UNIX, the file is start_rfcserver.) You can launch this file from the command line or in Windows by doubleclicking the file in the Windows Explorer.
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When the RFC Server starts, it looks for the SAP Gateway and your installation of Data Quality. Therefore, you should have both the SAP Gateway and Data Quality running before starting the RFC Server. If the Data Quality portion of this product is stopped for any reason, you must restart Data Quality and then restart the RFC Server to reinitialize the Data Quality dataflows. Additionally, the RFC Server looks for the Java Runtime Environment. Therefore, the Java runtime must be installed relative to where the RFC Server startup script runs, or you must set the JAVA_HOME environment variable to where Java is installed so that the RFC Server can find it. 6WRSWKH5)&6HUYHU
To stop the RFC Server: 1. Use transaction SMGW. For information on the use and syntax of transaction SMGW, consult your SAP documentation. Using transaction SMGW is the preferred method to stop the RFC Server. However, if you are running multiple RFC Servers with the same TP name, this method may simultaneously stop all RFC Servers with that TP name (for more information, see SAP Note 923248). 2. On the machine that hosts the RFC server, use Ctrl-C in the RFC Server console to terminate the RFC Server process. Note that this method may on rare occasion cause SAP to show a connection to the RFC Server after the RFC Server has stopped.
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,QVWDOOLQJWKH'DWD4XDOLW\IRU6$36ROXWLRQV%$G,V With the RFC Server running, you can now install the Data Quality for SAP Solutions Business Add-Ins (BAdIs). Throughout the installation of the Data Quality for SAP Solutions BAdIs, the exact look of SAP windows and other GUI elements may differ from those presented here, depending on the version of SAP you run. At times in these procedures, you may find intermediary screens that your version of SAP shows in between steps of these procedures. Therefore, these procedures rely in part on your knowledge of SAP administration to help you successfully navigate through the installation. However, you must fulfill each step outlined in these procedures. After you have made sure that your SAP system complies with all prerequisites as described in “System requirements” on page 18, there are four steps to installing the Data Quality for SAP Solutions BAdIs: 1. Import the Data Quality for SAP Solutions package on the reference client (client 000). 2. Insert the Data Quality for SAP Solutions IMG structure on the reference client (client 000). 3. Activate the Business Configuration Sets on all target/reference clients (non000 clients). The BAdIs are installed and upgraded using the Add-on Installation Tool, invoked by the transaction SAINT. 6WHS,PSRUWWKH 'DWD4XDOLW\SDFNDJH RQFOLHQW
Import to the reference client (client 000) the Data Quality for SAP Solutions package, which is in the form of a .SAR file, from the “BusinessObjects Data Quality XI for SAP – PV and DES Business Add Ins” CD using the SAP Add-On Installation Tool, which you invoke with the transaction SAINT. Make sure that the contents of that CD are available in a disk drive or on the network.
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Also, you must (re)activate BC Set /FLDQ/47U6X to import new customizing data. For Basis 6.40, you must install the following:
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If you use Basis 7.00, you must have the SPAM 21 update/patch to be able to load the .SAR package. (For more information, see SAP Note 822379.) Also, you must (re)activate BC Set /FLDQ/47U6X to import new customizing data. 3DFNDJHIRUXVHZLWKWKH ,&:HE&OLHQW
If you intend to use the functionality of Data Quality for SAP Solutions within the IC WebClient, you must import a second .SAR file, SAPK-38BCHINFLDQ.SAR. For information on the requirements and configuration procedures to use the functionality of Data Quality for SAP Solutions within the IC WebClient, see “Install and configure Data Quality into the IC WebClient” on page 45.
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To import the Data Quality for SAP Solutions package: 1. Enter the transaction SAINT. The Add-On Installation Tool window appears. 2. From the Installation packages menu, select Load packages->From frontend. The Select CAR/SAR archive dialog appears. 3. Browse to the \DATA directory of the “BusinessObjects Data Quality XI for SAP – PV and DES Business Add Ins” CD, and locate the .SAR file. 4. Select the .SAR file and click the Open button. 5. Click the Yes button to load the file. A dialog is displayed showing the contents of the .SAR file.
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6. Click the Decompress button. The Add-On Installation Tool window is displayed, this time with the contents of the Data Quality for SAP Solutions BAdIs listed in the table entitled “Installable add-on and PCS Packages for your system.” 7. Click the Continue button. A confirmation window is displayed indicating that the Add-on FLDQ (named for the namespace you created previously) will be installed. 8. Click Enter on the confirmation dialog. The import continues and may require approximately five minutes. After the import finishes, you can choose to view logs. 9. Click the Finish button. The Add-On Installation Tool window is displayed, now with confirmation that the Add-on was installed successfully.
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10. Click the Cancel button because there are no additional Add-ons to install.
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After you import the Data Quality for SAP Solutions BAdIs, you must link the Data Quality for SAP Solutions IMG structure to your SAP Reference IMG structure. To link the Data Quality for SAP Solutions IMG structure to your SAP Reference IMG Structure: 1. Log on to client 000 of your system. 2. Type S_IMG_EXTENSION into the command field and click Enter. The Edit IMG structure window appears. 3. Select the Possible entries button on the “IMG Structure” field.
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The Find structure dialog appears. 4. Enter Address Management on the Title field. 5. Click the Execute button. A dialog appears in order to confirm that the Address management structure exists. 6. Double-click the Address management node to return to S_IMG_EXTENSION. 7. Place the cursor in the Enhancement ID field and click the possible entries dropdown. The Choose enhancement ID dialog appears. 8. In the Choose enhancement ID dialog, double-click the entry /FLDQ/ AD_IMG. The Edit IMG structure window appears. 9. Click the Enhance structure button. One or possibly two Information dialogs appear. 10. Click Enter each time to clear the Information dialog boxes. 11. Highlight the last of the Address Management sub nodes. 12. Choose Edit > Nodes > Insert IMG Structure > on same level.
The Reference to a structure dialog appears. 13. Click the Find button. The Find structure dialog appears. 14. Enter BusinessObjects in the title field of the Find structure dialog and click Execute.
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15. Double-click to select BusinessObjects : Global Data Quality Connector. The Reference to a structure dialog appears.
16. Highlight the contents of the field “The node refers to the structure” and press Ctrl-C to copy. 17. Place your cursor in the “Node name” field and press Ctrl-V to paste. Copying and pasting ensures that the name is reproduced precisely.
18. Click Enter. 19. Click Save. The Change Request dialog appears. 20. Click the Create button in the Change Request dialog. 21. Enter a name for the change request and click Save. 22. Click Enter to clear the task dialog. You have now completed the linking. To verify that the Data Quality for SAP Solutions IMG structure has been correctly inserted into the SAP Reference IMG structure:
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1. Enter transaction /nSPRO in the command box. 2. Click the SAP Reference IMG button, and navigate the following path, depending on your Basis version.
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You should now see the entry BusinessObjects : Global Data Quality Connector within the IMG structure. 3. Exit R/3 or CRM. You are now finished with the installation steps required on the reference client (client 000), and can proceed to the steps required on the target clients. 6WHS$FWLYDWHWKH %XVLQHVV &RQILJXUDWLRQ6HWVRQ HDFKWDUJHWFOLHQW
After you import the Data Quality for SAP Solutions IMG structure, you must now activate the Business Configuration Sets on each of the target clients (non000, logon clients) that you want to configure for use with Data Quality for SAP Solutions. To activate the Business Configuration Sets: 1. From a target client that you want to configure for use with Data Quality for SAP Solutions, enter /nSCPR20 to navigate to the Business Configuration Sets : Activation transaction. 2. Type /FLDQ/AAK25 (for R/3 v. 4.6) or /FLDQ/47U6X (for all other versions) in the BC set input field and click Enter. The following Short text appears: Business Configuration Set for BusinessObjects AAK 06-21-07. (The date may vary.) 3. Click the Activate button or select Activate from the BC Set menu. 4. Create a new change request when the window appears. (You may receive a Caution window, which can be dismissed.) 5. On the Activation Options window, click the Continue Activation (Enter) button. An Activation completed message appears at the bottom of the window. 6. Repeat these steps for each target client that you want to configure for use with Data Quality for SAP Solutions.
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6$3KDQGVKDNHZLWK5)&VHUYHU Now that you have installed the components of Data Quality for SAP Solutions, you must make some post-installation configurations on each target (non-000) client, one-by-one, before running Data Quality for SAP Solutions. The Data Quality for SAP Solutions IMG activity “SAP handshake with the RFC server” is a mandatory activity that you conduct through the Implementation Management Guide (IMG). You can find this activity within the IMG structure by following this process: 1. Use the transaction SPRO to access the Implementation Guide for R/3® Customizing (IMG) structure. 2. Navigate down the structure to the following location: Implementation Guide for R/3® Customizing (IMG) > Basis Components > Basis Services > Address Management > BusinessObjects : Global Data Quality Connector > SAP handshake with the RFC server
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This activity allows you to define the RFC destination and test whether the components of Data Quality for SAP Solutions are able to communicate by invoking a TCP/IP handshake. The first time this activity is invoked, you must define the RFC destination.
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The RFC Server is an RFC server used to perform postal validation and duplicate check functions on data sent by the SAP system. To communicate with the RFC Server from within the IMG, you must define the RFC destination for the server. To define the RFC destination: 1. From the IMG on a target (non-000) client, click on the activity “SAP handshake with the RFC server.” The “Display and maintain RFC destinations” window appears. On SAP versions that use Basis 7.00, this window is labeled “Configuration of RFC Connections.” 2. Click the button Create. The RFC Destination window appears. 3. Fill in the fields of the RFC Destination window as follows: RFC Destination: FL_GDQC_SERVER Connection type: T Description: Connection to BusinessObjects GDQC RFC Server By default, Data Quality for SAP Solutions expects the name of the RFC destination to be FL_GDQC_SERVER. If you choose not to use the name FL_GDQC_SERVER, you must go to the activity “Maintain operating parameters” on page 60 and ensure that the value of the RFC_DEST parameter is the name of the chosen RFC destination.
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4. Save the settings (Ctrl+S). 5. Click the Registration button (in R/3) or choose the Registered Server Program radio button (CRM) to make the Activation Type Registration. This setting is desired because the RFC Server is registered on the SAP gateway as an RFC server. 6. Type the Program ID as FLRFCSRV. By default, Data Quality for SAP Solutions expects the Program ID to be FLRFCSRV. If you choose not to use the Program ID FLRFCSRV, you must edit the
setting in the configuration file flrfcsrv.xml. For details on editing this configuration file, see “Configuring through flrfcsrv.xml” on page 66.
7. Click the Test Connection button. If the RFC Server is running and the connection is successful, a confirmation appears. 8. Save the settings (Ctrl+S). If you are installing Data Quality for SAP Solutions on Unicode system, you must perform steps 9-11. 9. If you are installing Data Quality for SAP Solutions on a Unicode system: select the Special Options tab. On SAP versions that use Basis 7.00, this tab is labeled “MDMP & Unicode.” 10. If you are installing Data Quality for SAP Solutions on a Unicode system: in the Character Width in Target System field, select the Unicode button.
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11. Save the settings (Ctrl+S).
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/RDGVXSSRUWHGFRXQWU\FRGHV Now that you have connected your SAP system to the RFC Server, you must load into each target (non-000) client the supported countries on which Data Quality for SAP Solutions can perform postal validation.
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Because of a known issue on AIX, the first time the user executes the FLDQ/AD_REPT_LOAD_COUNTRIES program, the RFC Server will fail (timeout). After this occurs, restart the RFC Server and run the program again.
To load supported country codes: 1. On a target (non-000) client, run transaction SA38. The ABAP: Execute Program window appears. 2. In the “Program” field, specify /FLDQ/AD_REPT_LOAD_COUNTRIES. 3. Click the Execute button. The supported countries are loaded into a table that you can maintain from the IMG activity Maintain Supported Countries. 4. Repeat steps 1-3 on each target client that you want to configure for use with Data Quality for SAP Solutions. After loading the country codes with this step, you can optionally configure Data Quality for SAP Solutions by removing country codes for which you have not purchased support by using the Maintain Supported Countries IMG activity. For details, see the section “Maintain Supported Countries” on page 52.
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$FWLYDWHGXSOLFDWHFKHFNLQGH[SRROV The next step in setting up Data Quality for SAP Solutions is to run on each target (non-000) client the standard SAP IMG activity “Activate duplicate check index pools.” Though this activity is part of the standard SAP functionality and not added specifically by Data Quality for SAP Solutions, it is required for the proper functioning of Data Quality for SAP Solutions. You must perform this procedure on each target (non-000) client. Data Quality for SAP Solutions relies on these duplicate check index pools to perform its duplicate check processes. You can find this activity within the IMG structure by following this process: 1. On a target (non-000) client, use the transaction SPRO to access the IMG structure. 2. Navigate down the structure to the following location: Implementation Guide for R/3® Customizing (IMG) > Basis Components > Basis Services > Address Management > Activate duplicate check index pools This IMG structure assumes you are running R/3. The IMG structure for a CRM or ECC system is similar. However the IMG nodes on your system are arranged, you must reach the node “Activate duplicate check index pools” to perform this procedure. 3XUSRVHRIWKLV DFWLYLW\
This activity creates the standard SAP index pools, KNA1 and BUT000, which are useful when Data Quality for SAP Solutions searches for duplicate data. Initially, the index pools are not active.
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To activate the two standard SAP index pools: 1. From the IMG, click on the activity “Activate duplicate check index pools.” The “Customizing settings for logical search pools: Overview” window appears. 2. For index pool BUT000, enter 90 in the Threshold field and check the Index active box. A checked box activates the index pool. 3. R/3 only: For index pool KNA1, enter 90 in the Threshold field and check the Index active box. A checked box activates the index pool.
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4. Save the settings (Ctrl+S). 5. Repeat the entire process for each target (non-000) client.
Warning: When you activate index pools in SAP CRM systems, you should not activate the index pool KNA1 ADRNR. If you have previously activated index pool KNA1 ADRNR in a SAP CRM system, you should deactivate it. This functionality is not supported in SAP CRM systems.
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4XDUWHUO\$GMXVWPHQW5HSRUWV The next step in setting up Data Quality for SAP Solutions is to run Quarterly Adjustments. You must run Quarterly Adjustments on each target (non-000) as part of the installation and configuration process to perform postal validation on the existing data in your SAP system. SAP provides standard reports for Quarterly Adjustments, which allow you to validate all the addresses in your database in a three-step batch process. You may want to run Quarterly Adjustments other times after this installation on a regular, pre-determined schedule and you should run Quarterly Adjustments after installing new Data Quality address directories from Business Objects to validate data that may have changed due to the renaming of streets, the development of new areas, and so on. If you did not have Data Quality for SAP Solutions installed, to run a Quarterly Adjustment Report, you would execute the defined SAP reports RSADRQU1, RSADRQU2, and RSADRQU3. Installing Data Quality for SAP Solutions allows you to substitute the second of these standard reports, RSADRQU2, with the custom report /FLDQ/RSADRQU2, and take advantage of the postal validation capabilities provided by Data Quality for SAP Solutions. The running of these reports exchanges records between SAP and the RFC Server. Then the validated and updated addresses are committed to the SAP database. 5HSRUW56$'548
You use report RSADRQU1 to select the addresses that are to be cleansed. To run the report: 1. On a target (non-000) client, start the report RSADRQU1 by running the transaction code SA38. The “ABAP Execute Program” window appears. 2. In the Program field, enter RSADRQU1 and click the Execute button (F8). The “Create an address index for the quarterly adjustment” window appears, presenting several options. 3. Specify the countries for which the quarterly adjustment is to be performed. This field is required by default. 4. Specify the cities within the selected country or countries for which the quarterly adjustment is to be performed. This field is optional. 5. Specify the postal code or range of postal codes for which the Quarterly Adjustment is to be performed. This field is optional. 6. Change the packet size only if you have experienced problems in running Quarterly Adjustment Reports previously. Business Objects recommends that you maintain the default setting for packet size of 1000 records. This number determines how many records are processed and stored at one time. All addresses that meet the selection conditions are read, regardless of the packet size. The setting should be adjusted only in response to performance issues previously encountered.
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7. Select the radio button to exclude, check additionally, or check separately addresses that have not previously been subjected to postal validation. This setting is not relevant to Data Quality for SAP Solutions’s functionality, so the setting will not affect the results of postal validation. 8. Select the appropriate radio button either to cancel the Quarterly Adjustment if INDX exists or to overwrite the existing INDX. Running RSADRQU1 creates a temporary table called INDX, which is used by the other two Quarterly Reports and deleted when the process completes successfully. If the Quarterly Adjustment Reports process did not complete successfully, the INDX table from the failed attempt may still be available. This option allows you to cancel the Quarterly Adjustment process rather than overwrite the existing data, or to proceed creating INDX with the current parameters. You must select “Overwrite existing INDX” if the Quarterly Adjustment is terminated for some reason and you want to start it again. 9. Click the Execute button (F8) to run RSADRQU1. A confirmation window appears. 5HSRUW )/'456$'548
Instead of the defined SAP report RSADRQU2, you next execute the report /FLDQ/RSADRQU2. You use this report to read the addresses stored temporarily in INDX and update INDX. 1. Start the report /FLDQ/RSADRQU2 by running the transaction code SA38. The “ABAP Execute Program” window appears. 2. In the Program field, enter /FLDQ/RSADRQU2 and click the Execute button (F8). The “Check and update address data in quarterly adjustment” window appears. 3. Check the “Clear Previous Error Codes” box to clear error codes from previous runs or uncheck the box to have the new error codes appended. Check the “Skip D records during the Quarterly adjustment process” box only if you want to run postal validation without checking D records. A D record is a record that has its check status set to D. There are three possible check status values.
C = Postal or address data is known and does not contain any errors D = Postal or address data may have errors “ ” = Postal Validation has not been run
If a record has a check status set to D, the address in that record has previously been checked and the user selected to save the address without cleansing it. Records with a check status of D may contain faulty address data as a result. When running report /FLDQ/RSADRQU2, you may want to skip D records because a user has already made the decision to save the address without cleansing it. A confirmation window appears. If any records failed during validation, those records are shown here.
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The system uses the “Clear Previous Error Codes” check box to determine whether the report saves validation errors logged from previous runs of the Quarterly Adjustments, or errors only from this run. The check box “Clear Previous Error Codes” affects the content of the report displayed as a result of running the custom error report /FLDQ/AD_REPT_DISP_QTRERRORLOG. It does not affect the content of the error log that appears automatically after you run the final Quarterly Adjustment Report.
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You use report RSADRQU3 to commit updates to the SAP database with the validations performed in /FLDQ/RSADRQU2.
If execution errors occur when you run the report /FLDQ/RSADRQU2, you must not run the report RSADRQU3 next. All three of the Quarterly Adjustment reports must be run successfully in sequence. Running RSADRQU3 on data resulting from a failed run of /FLDQ/RSADRQU2 can compromise the integrity of the data written back to the SAP system.
To run the report: 1. Start the report RSADRQU3 by running the transaction code SA38. The “ABAP Execute Program” window appears. 2. In the Program field, enter RSADRQU3 and click the Execute button (F8). A confirmation window appears, indicating that the addresses have been removed from postal check and committed to the database. If the Quarterly Adjustment process finds that any records are incorrect, the window displays a list of those records. You should next run a Quarterly Adjustment custom error report, which provides you a hyperlink to each of these records so that you can directly edit each record as necessary. If the report terminates or is terminated prematurely for any reason, it can be started again at any time. When this report has finished, the system displays an error log of all addresses that could not be updated on this run of Quarterly Adjustments.
While RSADRQU3 is in process or not started, the Quarterly Adjustment remains active. If addresses are changed using other SAP business transactions while the quarterly adjustment is in process, these addresses can not be updated by report RSADRQU3. You must complete the Quarterly Adjustment process before making other changes to the postal address data if you want the new data included in the adjustments.
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Data Quality for SAP Solutions provides a custom error report, /FLDQ/AD_REPT_DISP_QTRERRORLOG, which you can use to display the address validation errors that occurred during all Quarterly Adjustment runs since the last time you cleared the previous error codes. To run the Quarterly Adjustment custom error report: 1. Start the report /FLDQ/AD_REPT_DISP_QTRERRORLOG by running the transaction code SA38. The ABAP Execute Program window appears. 2. In the Program field, enter /FLDQ/AD_REPT_DISP_QTRERRORLOG and click the Execute button (F8). The Display Address Errors generated during Quarterly Adjustment window appears. At this window you can set limits to filter and sort the displayed results. 3. Set any filters and click the Execute button (F8). An error log is displayed showing a list of records on which postal validation errors occurred. Each field item is a hyperlink to the record itself, which you can use to go to the record for direct editing. You must repeat the entire procedure for running Quarterly Adjustments for each target (non-000) client as part of the installation of Data Quality for SAP Solutions.
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5XQWKHLQLWLDOVHWXSSURJUDP The last step in setting up Data Quality for SAP Solutions is to run the initial setup program on each target (non-000) client.
Before running the initial setup program, you must run Quarterly Adjustments to perform postal validation on the data that already exists in your SAP system.
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The initial setup program prepares your existing data for matching with duplicate check and error tolerant search.
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To run the initial setup program: 1. Enter transaction SA38 in the command box. The “ABAP Execute Program” window appears. 2. In the “Program” field, enter /FLDQ/RSADRINI and click the Execute button (F8). The program executes. Installation and setup are complete in this target (non000) client. 3. Repeat steps 1-2 on each target client that you want to configure for use with Data Quality for SAP Solutions. You should execute the FLDQ/RSADRINI program only when users are not updating records in the system, such as during the initial setup. When users are working in the SAP system and updating records, use instead the /FLDQ/RSMTCCODE program (Match Code Creation Program). This program performs the same function as the RSADRINI program, but on only a subset of the data. This program simultaneously locks records as it runs so that you can run it while users are updating records in the system.
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,QVWDOODQGFRQILJXUH'DWD4XDOLW\LQWRWKH,&:HE&OLHQW This section describes the requirements and procedures to install the functionality of Data Quality for SAP Solutions into your IC WebClient environment. 5HTXLUHPHQWVIRU UXQQLQJ'DWD4XDOLW\ IRU6$36ROXWLRQVLQ DQ,&:HE&OLHQW SURILOH
To run the functionality of Data Quality for SAP Solutions within your IC WebClient profiles, you must meet the following minimum requirements in your SAP system.
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Postal Validation
SAP CRM 4.0 and above
Duplicate Check/Error-Tolerant Search SAP CRM 5.0 and above
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SAP has provided a mechanism for customers to replace SAP’s IC WebClient views and controllers with third party views and controllers. Data Quality for SAP Solutions contains enhanced versions of the Business Partner Create (BuPaCreate) view and controller. If you are currently using the SAP-provided version of these objects, you can use the instructions in this section to configure your system to use the version shipped with Data Quality for SAP Solutions. If you are currently using an already modified version of these objects, you can use the instructions below to add the postal validation functionality to your modified objects. These instructions can also be used to add postal validation functionality to new views within your environment.
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All users of the IC WebClient have a unique profile. To run the functionality of Data Quality for SAP Solutions into your IC WebClient profiles, a Basis Administrator must configure the profile by replacing the BuPa controller of each profile with the BuPa controller provided by this product. The configuration is manually performed because overwriting the existing BuPa controller with the BuPa controller provided with this product would also overwrite any customizations that have been performed prior to the installation of this product. Make sure that you have imported the file SAPK-38BCHINFLDQ.SAR into your SAP system. For information on importing .SAR files, see “Installing the Data Quality for SAP Solutions BAdIs” on page 27.
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To activate the BSP Business Configuration Sets: 1. From a target client that you want to configure for use with Data Quality for SAP Solutions, enter transaction /nSCPR20 to navigate to the Business Configuration Sets : Activate transaction. 2. Type /FLDQ/BSP_PV in the BC set input field and click Enter. The following Short text appears: BC Set for BusinessObjects BSP_PV Product 02/08/07. (The date may vary.) 3. Click the Activate button or select Activate from the BC Set menu. 4. Create a new change request when the window appears. (You may receive a Caution window, which you can dismiss.)
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5. On the Activation Options window, click the Continue Activation (Enter) button. An Activation completed message appears at the bottom of the window. 6. Repeat these steps for each target client that you want to configure for use with Data Quality for SAP Solutions. &RQILJXUH,& :HE&OLHQWVWRXVH 'DWD4XDOLW\IRU6$3 6ROXWLRQVYLHZVDQG FRQWUROOHUV
To configure IC WebClients to use the functionality of Data Quality for SAP Solutions views and controllers: 1. Navigate the IMG structure to IMG > CRM > WebClient > CustomerSpecific System Modification > Define IC WebClient Runtime Framework Profiles, and select this activity. The Editor XML Data screen appears to modify the Component IC WebClient Runtime Framework Profiles. 2. Add the following XML markup within the tags. BuPaCreate /fldq/BSP_DQ/BOBJ_BuPaCreate
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Next, you must activate the /FLDQ/BSP_DQ service. To activate the /FLDQ/BSP_DQ service: 1. Enter transaction SICF. The Maintain service window appears. 2. Navigate through the services hierarchy to default host > sap > bc > bsp > FLDQ. 3. Right-click on FLDQ, and select Activate Service from the context-sensitive menu.
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The enhancement to the BuPaCreate view was designed with portability in mind. You can add postal validation functionality to other views within the IC WebClient by copying the enhanced code from the BuPaCreate view to the destination view and configuring the form values postal validation should use.
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To add postal validation code to the destination view: 1. Open the destination BSP application and view in the SAP Web Application Builder. 2. Create a new session. 3. In the SAP Web Application Builder, open the BSP application /FLDQ/BSP_DQ. 4. Open the BOBJ_BuPaCreate.htm view in the layout tab. 5. Find the beginning of the enhanced code by searching for “Beginning of changes for adding Business Objects BSP_PV Functionality”. This text marks the beginning of the enhanced code. 6. Find the end of the enhanced code by searching for “End of changes for adding Business Objects BSP_PV Functionality”. 7. Copy the enhanced code and insert it into the destination view. 8. Add the following attribute to the Save CRMIC:Button tag at the bottom of the destination view. RQ&OLHQW&OLFN LIRQ6DYH&OLFN ^KWPOEHYHQWFDQFHO6XEPLW WUXH`HOVH^KWPOEHYHQWFDQFHO6XEPLW IDOVH`
9. Replace BOBJ_BuPaCreate.htm in the select statement with the name of the destination view. 10. Activate the view and fix any syntax errors. 11. Before continuing to the form configuration section, view the destination form within the IC WebClient to ensure it still displays correctly. &RQILJXUHIRUPYDOXHVIRU SRVWDOYDOLGDWLRQ
To configure form values for postal validation: 1. In the BOBJ_BuPaCreate.htm view in the layout tab, find the following tag: