50353073 LSMW Glynn Williams

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Transcript of 50353073 LSMW Glynn Williams

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LSMW - Tutorial

Legacy System Migration Workbench

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Table of Contents

TITLE: LSMW 2

Sub title: Legacy System Migration Workbench 2

Table of Contents 3

Copyrights 5

Acknowledgments 5 Preface 6 Introduction to LSMW Tutorial 7 Step 1 - LSMW Initial screen 7 Step 2 - Create a Project, Subproject and Object 7

Step 2 .1 - Create a Project 7 Step 2 .2 - Create a Subproject 8 Step 2 .3 - Create an Object 8

Step 3 - Record the Customer Master Creation transaction 9 Step 4 - Perform Mapping 12

Step 4.1 - Maintain object attributes 14 Step 4.2 - Maintain source structures 16 Step 4.3 - Maintain source fields 17 Step 4.4 - Maintain field mapping and conversion rules 19 Step 4.5 - Maintain source fields 21 Step 4.6 - Maintain structure relations 25 Step 4.7 - Maintain field mapping and conversion rules 25 Step 4.8 - Maintain fixed values, translations, user-defined routines 29 Step 4.9 - Excel Spreadsheet 29 Step 4.10 - Specify files 29 Step 4.11 - Assign files 31

Step 5 - Read data 32 Step 5.1 - Display read data 32

Step 6 - Convert data 34 Step 6.1 - Display converted data 35

Step 7 - Create batch input session 36 Step 7.1 - Run batch input session 36

Glossary of Terms 39

Table of Figures 40

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Copyrights This publication is protected under international copyright laws. All reproduction, duplication and sharing of this publication in full or in any part, in all printed and digital formats is strictly prohibited unless express permission is obtained from the author or SAPWW – SAP Worldwide in writing.

“SAP” is a trademark of SAP Aktiengesellschaft, Systems, Applications and Products in Data Processing, Neurottstrasse 16, 69190 Walldorf, Germany. The publisher gratefully acknowledges SAP’s kind permission to use its trademark in this publication. SAP AG is not the publisher of this book and is not responsible for it under any aspect of press law.

Acknowledgments Thank you to Dustin Ainsworth for his technical and functional expertise and assistance in creating this material. Any queries can be sent to [email protected].

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Preface The LSMW- Legacy Systems Migration Workbench, is a SAP tool which supports one during the once-off and periodic transfer of data from non-SAP systems ("legacy systems") to the R/3 System. The tool supports the conversion of the legacy system data to be transferred into the R/3 System in a user-friendly manner. The LSM Workbench supports the following standard data interfaces in its newest version (see below):

• Batch input

• Direct input

• BAPIs (Business Application Programming Interfaces)

• IDocs (Intermediate Documents) Furthermore, the transaction recorder (batch input recorder) is connected to the LSMW. In this way a data migration object can be generated from the recording of a transaction. This tutorial helps you to learn to use LSMW using the standard data interface method of Batch input.

The LSMW comprises the following main functions: • Read data (legacy data in spreadsheet tables and/or sequential files).

You can use any combination of PC and server files

• Convert data (from the source into the target format)

• Import data (to the database used by the SAP application). This tutorial is used to introduce you to the functionality within LSMW and will permit you to use its basic functions, this will assist you by giving you a platform by which you may explore the additional functionality LSMW is able to provide.

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Introduction to the LSMW Tutorial In this Tutorial you will learn to use the LSMW to create customer master records. However this is an example which may be copied to create any master data within SAP.

Step 1 - LSMW Initial screen • Enter the transaction code LSMW

• Confirm your entry with Enter to start LSMW. You are now in the Legacy System Migration Workbench screen:

Figure 1 – Legacy System Migration Workbench

Step 2 - Create a Project, Subproject and Object

Step 2 .1 - Create a Project The project serves as an organizational unit used to combine mapping and field assignments

• Click inside the Project field and then click on the create pushbutton

You are now in the Create Project screen

Figure 2 – Create Project

• Enter a suitable Project name, such as ZPROJECT

• Enter a suitable Project description.

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• Click on the Enter pushbutton

Step 2 .2 - Create a Subproject You are now in the Create Subproject screen

Figure 3 – Create Subproject

A subproject is an organizational unit subordinated to the project

• Enter a suitable subproject name, such as SD

• Enter a suitable subproject description, such as SALES & DISTRIBUTION SUBPROJECTS.

• Take note, all SD related LSMW’s can now be created within this subproject.

• Click on the Enter pushbutton

Step 2 .3 - Create an Object You are now in the Create Object screen

Figure 4 – Create Object

An object is a unit (Business Object) combined from the business point of view, which is used to transfer the data of a project to the SAP system.

• Enter a suitable Object name, such as CUSTOMERS

• Enter a suitable object description, such as SOLD TO PARTY UPLOAD

• Click on the Enter pushbutton

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You have successfully created an LSWM Project, subproject and object.

Step 3 - Record the Customer Master Creation transaction • Click on the Goto Recordings

Figure 5 – Legacy System Migration Workbench

You use the recording function to create a new object (or a new "import method") if neither a standard batch input program nor a standard direct input program nor the BAPI/IDoc method is available for a data object. You are now in the Recordings of project ‘ZPROJECT’: Overview screen

Figure 6 – Recordings of project ‘ZPROJECT’

• Click on the icon to name and create a new recording. You are now in the Recordings of project ‘ZPROJECT’: Overview screen

Figure 7 – Recordings of project ‘ZPROJECT’: Overview

• Enter a suitable Recording name

• Enter a suitable Description

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• Your SAP logon name will default as the owner name

• Click on the Enter pushbutton You are now in the Transaction code screen

Figure 8 – Transaction code

• Enter the transaction code to create a Customer Master - XD01

• Click on the Enter pushbutton You are now in the Create Customer: Initial screen

Figure 9 – Create Customer: Initial screen

• Run through the transaction and enter data in the fields that you will need populated when uploading the LSMW.

• TAKE NOTE – this should be done in the Development client, as an actual data record will be created. The system will indicate, “Customer 001000999 has been created.” (Number may vary.)

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• TAKE FURTHER NOTE – if you do not enter data into a field, the LSMW will not record against that field and you will not be able to load data into that field with this specific recording.

You are now in the Create Recording screen

Figure 10 – Create Recording

• Click once on the Transaction code XD01

• Click on the pushbutton Take note that the SAP table names and descriptions have been defaulted against the fields that you entered data against in the recording of your transaction.

• TAKE NOTE – It is possible, but rare, that the technical field name has been used more than once in a recording, for example in 2 different tables. Make sure you change the technical name of the field, so that it is not the same in both screen input fields, or else the system will not be able to differentiate the fields.

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Figure 11 – Create Recording

• Click on the icon. The system indicates that the data was successfully saved.

• Once the recording is saved, click on the icon twice. You are now in the Legacy System Migration Workbench screen:

Figure 12 – Legacy System Migration Workbench

Step 4 - Perform Mapping

• Click on the Execute pushbutton. You are now in the LSM Workbench: ZPROJECT, SD, CUSTOMERS: SOLD TO PARTY UPLOAD screen:

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Figure 13 – LSM Workbench: ZPROJECT, SD, CUSTOMERS: SOLD TO PARTY UPLOAD

Tip - Click on the “Numbers on” pushbutton. This makes it easier to keep track of which step is next in the execution of the Recording. Tip - The screen above may have more than 14 steps. Click on the Personal Menu pushbutton. You are now in the Personal Menu screen:

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Figure 14 – Personal Menu

We are only concerned with the steps selected for the purposes of this Tutorial. Tip - Once we have completed Step 4.14 (14. Run Batch Input session) the LSMW is complete and can be executed Tip - Remember if you have more than one upload file for the same Object (i.e. Sold to Party Upload object), steps 1 to 6 need to be maintained/set up only once, but steps 7 to 14 will have to be revisited for every upload activity.

Step 4.1 - Maintain object attributes Maintenance of the object attributes is the first step carried out in the LSM Workbench

• Double click on ‘Maintain object attributes’ or select the radio

button and click on the execute pushbutton

You are now in the LSM Workbench: Display object attributes screen:

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Figure 15 – LSM Workbench: Display object attributes

• Click on the Display <-> Change pushbutton

• Do not change the Data Transfer selection. However, if you plan to run an LSMW periodically, then select the Periodic radio button

• Select the Batch Input Recording radio button.

• Click on the drop down pushbutton in the Recording field

• Select the Recording that you created in Step 3 above.

• Click on the Save pushbutton. The system will indicate that the data was successfully saved

• Click on the Back arrow . You are now in the LSM Workbench: ZPROJECT, SD, CUSTOMERS: SOLD TO PARTY UPLOAD screen:

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Figure 16 – LSM Workbench: ZPROJECT, SD, CUSTOMERS: SOLD TO PARTY UPLOAD

Take note - the system automatically proceeds to the next radio button.

Step 4.2 - Maintain source structures The source structures have to be defined before they can be adjusted to the SAP target structures and fields

• Double click on ‘Maintain source structures’ or click on the execute pushbutton.

You are now in the LSM Workbench: Display source structures screen:

Figure 17 – LSM Workbench: Display source structures

• Click on the Display <-> Change pushbutton

• Click on the Create pushbutton. You are now in the Create source structures screen:

Figure 18 – Create source structures

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• Enter a name in the Source structure field and a description

• Click on the Enter pushbutton. You are now in the LSM Workbench: Change source structures screen:

Figure 19 – LSM Workbench: Change source structures

• Click on the Save pushbutton. The system will indicate that the data was successfully saved

• Click on the Back arrow .

Step 4.3 - Maintain source fields The source fields also have to be defined before they can be adjusted to the SAP target structures and fields

• Double click on ‘Maintain source fields’ or click on the execute pushbutton.

You are now in the LSM Workbench: Display source fields screen:

Figure 20 – LSM Workbench: Display source fields

• Click on the Display <-> Change pushbutton

• Click once on the Source Structure

• Click on the Table Maintenance pushbutton.

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You are now in the Source fields of source structure SOLD_TO_SOURCE screen:

Figure 21 – Source fields of source structure SOLD_TO_SOURCE

Tip - You can drastically reduce the effort of maintaining every field by following the next steps carefully.

• Enter only one field name that you maintained data against when you recorded your Transaction code i.e. BUKRS

• Enter Type C

• Enter Length 4 (Take note, this usually the length of the Field (i.e. 4), but I always extend it to 60.

• Click on the Enter pushbutton The system automatically populates the Field Description

Figure 22 – Source fields of source structure SOLD_TO_SOURCE

• Click on the Back arrow

• Save the changes by clicking on the Yes pushbutton

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• Click on the Back arrow again.

• Save the changes by clicking on the Yes pushbutton

TIP - as mentioned above you can drastically reduce the effort of maintaining every field in this step. You will now go to radio button # 5 “Maintain field mapping and conversion rules” where all the fields needed to complete step 4.4 above can be found.

Step 4.4 - Maintain field mapping and conversion rules • Skip past the radio button # 4 Maintain structure relations.

• Double click on ‘# 5 Maintain field mapping and conversion rules’ or click on the execute pushbutton.

You are in the LSM Workbench: Display Fieldmapping and conversion rules screen:

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Figure 23 – LSM Workbench: Display Fieldmapping and conversion rules

All the fields have been defaulted by the system from the action carried out in Step 4.3. TIP - During this step we will also maintain the upload file that will be used to populate our data in.

• Copy the entire list of Field Names in this screen and Paste the list into an excel sheet.

Your excel sheet will look something like this

Figure 24 – Microsoft excel

• Now copy this column A and right click in Column B, Cell 1.

• Click on Paste Special

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Figure 25 – Microsoft excel paste special

• Then select Transpose and O.K.

Figure 26 – Microsoft excel paste special Transpose

The field names are populated across the worksheet.

• Now copy the field description from the LSMW and paste as above into the spreadsheet

• Your upload file should look something like this.

Figure 27 – Microsoft excel paste

• Delete the entries that run down the columns and save your spreadsheet someplace where you can find it later.

Step 4.5 - Maintain source fields • Now go back to radio button # 3 “Maintain source fields.” You are now in the LSM Workbench: Display source fields screen:

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Figure 28 – LSM Workbench: Display source fields

• Click on the Display <-> Change pushbutton

• Click once on the Source Structure

• Click on the Table Maintenance pushbutton. You are now in the Source fields of source structure SOLD_TO_SOURCE screen:

Figure 29 – Source fields of source structure SOLD_TO_SOURCE

• Go to the spreadsheet that you have just created.

• Copy the Field Names from the spreadsheet and Paste Special - Transpose onto the spreadsheet. Once again copy this column.

Your excel sheet will look something like this:

Figure 30 – Microsoft Excel

• Now paste into the Field Name column in figure above:

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You should see something like this Source fields of source structure SOLD_TO_SOURCE screen:

Figure 31 – Source fields of source structure SOLD_TO_SOURCE

• Before you click on Enter, maintain the same data in the Type and Length fields - C and 60

• Take note, if the number of fields you paste exceeds the length of the screen, you must scroll down and copy and paste the remainder of fields.

• Obviously if the field you intend to input is more than 60 characters, you need to lengthen the field value.

• After you have maintained all the fields and clicked on enter, the screen should look something like this

You are now in the Source fields of source structure SOLD_TO_SOURCE screen:

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Figure 32 – Source fields of source structure SOLD_TO_SOURCE

• Click on the Back arrow

• Save the changes by clicking on the Yes pushbutton

• Click on the Back arrow again.

• Save the changes by clicking on the Yes pushbutton

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Step 4.6 - Maintain structure relations

• This is a very simple step to perform. You establish the field relationships between the project and the SAP system

• Simple double click step or click on the Execute pushbutton.

• Click on the Display <-> Change pushbutton

• Click once on the Source Structure You are now in the LSM Workbench: Change structure relations screen:

Figure 33 – LSM Workbench: Change structure relations

• Click on the Save pushbutton

• The exit the screen via the back arrow

Step 4.7 - Maintain field mapping and conversion rules • Double click on ‘# 5 Maintain field mapping and conversion rules’

or click on the execute pushbutton.

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You are now in the LSM Workbench: Display Fieldmapping and Conversion Rules screen:

Figure 34 – LSM Workbench: Display Fieldmapping and Conversion Rules

• Click once on any field, then click on the Change <-> Display pushbutton

• Click on Extras --> Auto Fieldmapping

Figure 35 – Auto Fieldmapping screen dump

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You are in the Auto-Fieldmapping: Settings screen.

Figure 36 – Auto-Fieldmapping: Settings

• Click on the Enter pushbutton

Auto field mapping is useful in case if fields with identical or similar names/descriptions exist in the source and target structures. This is particularly the case if data is transferred from one SAP system to another SAP system.

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You are in the Auto-Fieldmapping: Proposals screen

Figure 37 – Auto-Fieldmapping: Proposals

• Click on the pushbutton until the following screen appears.

• Take note - you will click through all the fields specified in the recorded LSMW.

Figure 38 – Information

• Click on the Enter pushbutton.

• Click on the Save pushbutton.

• Click on the Check syntax pushbutton.

• The following message should appear on the bottom of the screen - The conversion program could be generated successfully.

• Click on the Back arrow .

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Step 4.8 - Maintain fixed values, translations, user-defined routines • Ignore ‘# 6 Maintain fixed values, translations, user-defined

routines’

Step 4.9 - Excel Spreadsheet • It is assumed that you are able populate the spreadsheet with clean

data. Tip - before maintaining the Excel sheet with data, highlight the entire worksheet by clicking on the far top left-hand corner of the sheet. Now right click and click on Format Cells. Select Text and click on OK.

• This allows numbers to be used in the Excel spreadsheet. Tip - Before saving the spreadsheet as a Text file, delete the extra sheets from the workbook. There should only be one sheet per excel file.

• If you have copied the descriptions of the field, delete them from the Spreadsheet.

Your spreadsheet will look something like this

Figure 39 – Microsoft excel

• Save the Spreadsheet as a Text file Your Text file will look something like this

Figure 40 – Text File

Step 4.10 - Specify files • Select ‘# 7 Specify files” radio button.

• If you need to load several sheets of data and you use the exact same format, you can reuse this LSMW.

• Simply start at ‘# 7 Specify files” radio button. You do not need to run through numbers 1 --> 7.

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You are in the LSM Workbench: Specify Files (Display) screen:

Figure 41 – LSM Workbench: Specify Files (Display)

• Click on the Display <-> Change pushbutton

• We assume you have saved the Text file on your own PC. Therefore, double click on the File - Legacy Data - On the PC (front-end)

The File on Front-end: Edit properties screen appears

Figure 42 – File on Front-end: Edit properties

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• Search for your Text file via the File Field.

• Maintain a description

• Select radio button Tabulator

• Tick the “Field names at the beginning of the file” checkbox The File on Front-end: Edit properties screen should look like this:

Figure 43 – File on Front-end: Edit properties

• Click on the Enter pushbutton

• Click on the Save pushbutton and the back arrow.

Step 4.11 - Assign files

• Double click on # 8 Assign files or click on the execute pushbutton.

• Click on the Display <-> Change pushbutton

• Click on the Save pushbutton and the back arrow.

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Step 5 - Read data

• Double click on # 9 Read data or click on the execute pushbutton.

The LSM Workbench: Read Data for ZPROJECT, SD, CUSTOMERS screen is displayed

Figure 44 – LSM Workbench: Read Data for ZPROJECT, SD, CUSTOMERS

• Click on the Execute pushbutton. The LSM Workbench: Read Data for ZPROJECT, SD, CUSTOMERS screen is displayed

Figure 45 – LSM Workbench: Read Data for ZPROJECT, SD, CUSTOMERS

• The screen above displays the number of records that the Text file consists of. Check this number to the number of lines in the excel spreadsheet. There should be one extra line in the spreadsheet, which is the line containing the SAP Field names.

• Click on the back arrow twice

Step 5.1 - Display read data

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• Double click on # 10 Display read data or click on the execute pushbutton.

The Display Read Data screen is displayed

Figure 46 – Display Read Data

• Click on the Enter pushbutton. The LSM Workbench: Display Read Data screen is displayed

Figure 47 – LSM Workbench: Display Read Data

• Take note, for this Tutorial, only one record has been loaded.

• Click on the record (s) and verify that the data is correct. The LSM Workbench: Display Read Data screen is displayed

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Figure 48 – LSM Workbench: Display Read Data

• The above display is per record

• Click on the back arrow twice.

Step 6 - Convert data

• Double click on # 11 Convert data or click on the execute pushbutton.

The LSM Workbench: Convert Data for ZPROJECT, SD, CUSTOMERS is displayed

Figure 49 – LSM Workbench: Convert Data for ZPROJECT, SD, CUSTOMERS

• Click on the execute pushbutton. The LSM Workbench: Convert Data for ZPROJECT, SD, CUSTOMERS is displayed

Figure 50 – LSM Workbench: Convert Data for ZPROJECT, SD, CUSTOMERS

• The above screen displays the number of records, read and converted.

• Click on the back arrow twice.

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Step 6.1 - Display converted data • Double click on # 12 Display converted data or click on the

execute pushbutton. The Display Converted Data screen is displayed

Figure 51 – Display Converted Data

• Click on the Enter pushbutton. The LSM Workbench: Display Converted Data screen is displayed

Figure 52 – LSM Workbench: Display Converted Data

• Click on the converted data record (s) and verify that the data is correct.

The LSM Workbench: Display Converted Data screen is displayed

Figure 53 – LSM Workbench: Display Converted Data

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• Click on the back arrow twice.

Step 7 - Create batch input session • Double click on # 13 Create batch input session or click on the

execute pushbutton. The LSM Workbench: Create Batch Input Session screen is displayed

Figure 54 – LSM Workbench: Create Batch Input Session

• Click on the execute pushbutton. The following Information screen is displayed

Figure 55 – Information

• Click on the Enter pushbutton.

Step 7.1 - Run batch input session • Double click on # 14 Run Batch Input session or click on the

execute pushbutton. The Batch Input: Session Overview screen is displayed

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Figure 56 – Batch Input: Session Overview

• Highlight the Session name and click on the Process pushbutton

The Process Session CUSOTMER screen is displayed

Figure 57 – Process Session CUSOTMER1

• Select Run mode - Display errors only

• Click on the Process pushbutton

The Information screen is displayed

Figure 58 – Information

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• The batch session is complete

• Click on the Session overview pushbutton The Batch Input: Session Overview screen is displayed

Figure 59 – Batch Input: Session Overview

• The batch session is no longer visible.

• Click on the back arrow.

You have successfully migrated data from a non-SAP system to SAP.

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Glossary of Terms Legacy system – this term indicates a non-SAP system. However, it usually also refers to the current system (old) which is being replaced. R/3 System – this term is commonly used when referring to a SAP system.

The project serves as an organizational unit used to combine mapping and field assignments A subproject is an organizational unit subordinated to the project An object is a unit (Business Object) combined from the business point of view, which is used to transfer the data of a project to the SAP system.

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Table of Figures Figure 1 – Legacy System Migration Workbench 7 Figure 2 – Create Project 7 Figure 3 – Create Subproject 8 Figure 4 – Create Object 8 Figure 5 – Legacy System Migration Workbench 9 Figure 6 – Recordings of project ‘ZPROJECT’ 9 Figure 7 – Recordings of project ‘ZPROJECT’: Overview 9 Figure 8 – Transaction code 10 Figure 9 – Create Customer: Initial screen 10 Figure 10 – Create Recording 11 Figure 11 – Create Recording 12 Figure 12 – Legacy System Migration Workbench 12 Figure 13 – LSM Workbench: ZPROJECT, SD, CUSTOMERS: SOLD

TO PARTY UPLOAD 13 Figure 14 – Personal Menu 14 Figure 15 – LSM Workbench: Display object attributes 15 Figure 16 – LSM Workbench: ZPROJECT, SD, CUSTOMERS: SOLD

TO PARTY UPLOAD 16 Figure 17 – LSM Workbench: Display source structures 16 Figure 18 – Create source structures 16 Figure 19 – LSM Workbench: Change source structures 17 Figure 20 – LSM Workbench: Display source fields 17 Figure 21 – Source fields of source structure SOLD_TO_SOURCE 18 Figure 22 – Source fields of source structure SOLD_TO_SOURCE 18 Figure 23 – LSM Workbench: Display Fieldmapping and conversion rules 20 Figure 24 – Microsoft excel 20 Figure 25 – Microsoft excel paste special 21 Figure 26 – Microsoft excel paste special Transpose 21 Figure 27 – Microsoft excel paste 21 Figure 28 – LSM Workbench: Display source fields 22 Figure 29 – Source fields of source structure SOLD_TO_SOURCE 22 Figure 30 – Microsoft Excel 22

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Figure 31 – Source fields of source structure SOLD_TO_SOURCE 23 Figure 32 – Source fields of source structure SOLD_TO_SOURCE 24 Figure 33 – LSM Workbench: Change structure relations 25 Figure 34 – LSM Workbench: Display Fieldmapping and Conversion

Rules 26 Figure 35 – Auto Fieldmapping screen dump 26 Figure 36 – Auto-Fieldmapping: Settings 27 Figure 37 – Auto-Fieldmapping: Proposals 28 Figure 38 – Information 28 Figure 39 – Microsoft excel 29 Figure 40 – Text File 29 Figure 41 – LSM Workbench: Specify Files (Display) 30 Figure 42 – File on Front-end: Edit properties 30 Figure 43 – File on Front-end: Edit properties 31 Figure 44 – LSM Workbench: Read Data for ZPROJECT, SD,

CUSTOMERS 32 Figure 45 – LSM Workbench: Read Data for ZPROJECT, SD,

CUSTOMERS 32 Figure 46 – Display Read Data 33 Figure 47 – LSM Workbench: Display Read Data 33 Figure 48 – LSM Workbench: Display Read Data 34 Figure 49 – LSM Workbench: Convert Data for ZPROJECT, SD,

CUSTOMERS 34 Figure 50 – LSM Workbench: Convert Data for ZPROJECT, SD,

CUSTOMERS 34 Figure 51 – Display Converted Data 35 Figure 52 – LSM Workbench: Display Converted Data 35 Figure 53 – LSM Workbench: Display Converted Data 35 Figure 54 – LSM Workbench: Create Batch Input Session 36 Figure 55 – Information 36 Figure 56 – Batch Input: Session Overview 37 Figure 57 – Process Session CUSOTMER1 37 Figure 58 – Information 37 Figure 59 – Batch Input: Session Overview 38

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