SAP R/3 UPGRADES A METHODOLOGY PROPOSAL

Marie de Graeve
Project Manager
2000-08-18

SAP

Professional Services Upgrade Focus Day

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SAP R/3 Upgrade Experience to date

SAP R/3 Project Management Experience :

1997 - Upgrade 2.2 to 3.0 @ Persetel ( FI, CO, SD, MM, PP, HR / PAYR) 1998 - Upgrade 2.2 to 3.1H @ Telkom (HR / Payroll - 67,000Employees) 1999 - Upgrade 3.0 to 4.5 @ Massmart (SD, MM, FI, CO & RIS)

SAP SA Upgrade Portfolio Management since mid February 2000

Johannesburg & Pretoria :

NIA, CONSUL GLASS, SWISS RE, PFG, KOLBENCO, ROBERT BOSCH, FIDELITY GUARDS, AMPLATS, SA MINT, DB THERMAL, ANGLO AMERICAN, HENKEL, VODACOM, SASCON, MUNTEK, NATREF, ESCOM & ISCOR

Durban / Port Elizabeth / Cape Town :

UNILEVER, SAPREF, ALUSAF, CADBURY-s & NIB

Other :

SAP

NAMIBIA TELECOM & NAMIBIA BREWERIES LESOTHO HIGHLANDS Project

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A market perception on SAP Upgrades

Pains in Upgrading
Time, costs and resources User training Customization Complexity Upgrade information Testing and validation Change management Hardware

1 1 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4

Source: Interviewed 40 SAP customers by telephone Jan. 25 Jan. 31, 2000

SAP
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What Customers expect from SAP

Improve customer knowledge Improve upgrade support Improve product functionality Reduce upgrade complexity Minimize the costs and resources Minimize user impact Reduce product complexity
4

4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4

Source: Interviewed 40 SAP customers by telephone Jan. 25 Jan. 31, 2000

SAP
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What Customers expect from SAP The SAP SA contribution to ease the upgrade pains
Improve customer knowledge Improve upgrade support Improve product functionality Reduce upgrade complexity Minimize the costs and resources Minimize user impact Reduce product complexity
4

4 4 4 4 4 4 4 4 4 4
4 4 4 4 4 4 4 4 4 4 4 4 4 4 4

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1. Know the SAP R/3 Maintenance Strategy

ORIGINAL RELEASES MAINTENANCE PERIOD REVISED MAINTENANCE PERIOD

44 . 44 . D 44 . F 11 . H 44 . I 44 . B 11 . B 11 . B

END OCTOBER 44 END MARCH 4444 END SEPTEMBER 4444 END OCTOBER 4444 END OCTOBER 4444 END OCTOBER 4444 END JUNE 4444 END MARCH 4444 END MARCH 4444 END SEPTEMBER 4444 END OCTOBER 4444 END AUGUST 4444 END AUGUST 4444 END AUGUST 4444 END AUGUST 4444

Current Installations
Customers
SAP

Total
44 4

4F .4 4

4D .4 4

4E .4 4

4F .4 4 4

1G .1 4

4H .4 4 4
/6

4I 4B .4 .4 4 4 4 4

1B .1 4 4

1B .1 4

Professional Services Upgrade Focus Day

June/July 2000 (Marie de Graeve)

2. Understand the SAP R/3 Release Strategy

TARGETS RELEASES 1B .1
Available Dec- 44

STARTING RELEASE

4I .4
Available Jun- 44

4B .4
Available May- 44

1B .1
Available Dec- 44

4C .4
Available ? 4444

Any 4 .4 4D .4 4F .4 1H .1 4 .I 4B .4 1B .1 1B .1

X X X X

X X X X X X X X X X X X X X X X X X X X X X X

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3. Audit your current SAP R/3 system landscape

Which current SAP R/4 release/s do you operate in Production environment/s? What is your current hardware configuration/s? What is your current database release/s? What is your current operating system release/s? To which release would you upgrade? Have you done an upgrade before? Will your hardware vendor assist you with sizing your target SAP R/4 environment? What is your target systems hardware configuration? What is your target systems data base release/s? What is your target systems operating systems release/s? How many SAP R/4 On-line users and where are they situated? Have you changed any SAP objects or BASIS code? Have you any non-standard SAP customer developed objects? Have you modified the standard SAP payroll schema? Have you non-SAP certified 4 party software that link to the current release? rd
SAP
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4. Establish your Upgrade requirements

How competent is your BASIS team and would you require assistance? Which SAP modules are you currently using and do you do your own customization? In which module areas do you require consultancy assistance? How involved will the business be in the upgrade processes? Would you require ABAP assistance? Would you need to convert to using the Profile Generator for authorization management? Do you require Project Management / Project Planning / QA assistance? Is SAP SA currently involved in any of your day-to-day SAP activities - If so, how? Do you have a SAP SA Business Partner that currently assists you - If so, in which areas? Would you require SAP Education and Training? Would you require any additional SAP services? How many SAP physical boxes / systems make up your SAP R/ 4 landscape? Which SAP R/ 4 releases run on these boxes / systems? How many SAP Clients run on each of these boxes / systems? How in sync are the Development / QA and PRODUCTION environments? Would you require to do a SAP systems clean-up / synchronization before upgrading?
SAP
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5. MAP the current SAP R/3 Systems Landscape

SAP 4.0 Development System
000 SAP Reference 100 SANDPIT (Test data) 120 MASTER CONFIG (Master data) 130 UNIT TESTING Master data 150 PROGRAM DEV No data

SAP 4.0 QA System

000 SAP Reference 200 INTEGRATION (QA Data) 210 CONVERSION (Legacy data)

SAP 4.0 Training System

000 SAP Reference 300 MASTER TRAINING (Training Data) 310 TRAINING 2 (Training Data) 320 TRAINING 3 (Training Data) 330 TRAINING 4 (Training Data) 340 TRAINING 5 (Training Data)

SAP 4.0 PROD System

000 SAP Reference 210 PRODUCTION

Transport Management System

SAP
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7. Set the Project rules for the Upgrade Manage, plan and monitor the Upgrade Project thoroughly Perform a Like-for-Like Technical Upgrade

AS-IS on current release = TO-BE on target release

Do not embark on BPR efforts Do not configure any added functionality Minimise new Development during the Upgrade period The Core-SAP Team must concentrate on the Upgrade

Current system maintenance must not be the priority

Only fix your SAP Landscape / Other problems after the new PRODUCTION release upgrade

Use the new upgraded Production System as a basis to create / refresh other SAP Systems (DEV,QA, Training) Schedule new SAP development as post-upgrade phases
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SAP

8. PROCEED WITH THE TECHNICAL UPGRADE

Create a TEST SYSTEM

AQUIRE / RENT A TEST BOX

Ensure that your systems are synchronised DEV=QA=TRAINING=PRODUCTION Copy the PRODUCTION, QA or DEV SYSTEM to the TEST SYSTEM

Use BACKUP/RESTORE utilities Ensure that the timing when doing the Backup / Restore is such that you will be able to do Payroll parallel runs on the TEST System

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Backup
INTERIM Storage Area

QA / PRODUCTION SYSTEM Rel 4.0

CLIENT 400

Restore

TEST SYSTE M CLIENT 400 Rel 4.0

SAP
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PROCEED WITH THE TECHNICAL UPGRADE

Upgrade the TEST SYSTEM from 4.0 to 4.6

Backup current Payroll Schema Reset code to SAP Standard

Apply Support Packages for the 4.6 Release

SAP

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PRODUCTIO N SYSTEM REL 4.0

Client 400

Backup

INTERIM Storage Area

Restore
TEST SYSTEM CLIENT 400 Rel 4.6
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TEST SYSTE M CLIENT 400 Rel 4.0

SAP

Upgrade

Professional Services Upgrade Focus Day

Support Packages : Changes

SAP R/3 < 4.5

HOT PACKAGES

SAP R/3 = 4.5

Legal Change Packages for HR & HOT PACKAGES for other

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Support Packages : Changes

SAP R/3 < 4.5

HOT PACKAGES

SAP R/3 4.6

SUPPORT PACKAGES
1. BASIS 2. ABAPs 3. HR 4. APPLICATIONS

SAP R/3 4.5

Legal Change Packages for HR & HOT PACKAGES for other

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Apply Support Packages : Tips & Tricks Outstanding Hot Packages and LCPs for the current release, need not be applied before the upgrade Phone BASIS Hotline to query any known SP problems Do not submit the SPs all in one go but queue them and import them them 1 by 1 Import SPs in TEST Mode

Check the effect of the SPs on the DEV environment See if any Transports pending in DEV, are affected Consult ABAP Resources on Programs that will be affected Merge relevant Transport with SP imports to QA and PROD

Apply SPs and associated Transports to QA and test Apply SPs and associated Transports to PROD
SAP
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PRODUCTIO N SYSTEM REL 4.0

Client 400

Backup

INTERIM Storage Area

Restore
TEST SYSTEM CLIENT 400 Rel 4.6
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TEST SYSTE M CLIENT 400 Rel 4.0

SAP

Upgrade

Professional Services Upgrade Focus Day

PROCEED WITH THE TECHNICAL UPGRADE

Customise SAP 4.6 on the TEST SYSTEM Test PD, PA & PY Functionality

Parallel runs - Payroll results & FI Postings

Test all ABAPs

Reports Interfaces

Develop Profile Generator Test all business processes end-to-end RELEASE 4.6 Transports from TEST

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PRODUCTIO N SYSTEM REL 4.0

Client 400

Backup

INTERIM Storage Area

Restore

TEST TMS
TEST SYSTEM 4.6 CLIENT 400 MASTER

TEST SYSTEM CLIENT 400 Rel 4.0

SAP

Upgrade

Professional Services Upgrade Focus Day

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PROCEED WITH THE TECHNICAL UPGRADE

When Client 400 on 4.6 TEST SYSTEM = OK

Create User Training Client 900

Copy Client 400 to 900 with no data

Train Super Users in Client 900

Populate Client 900 as part of training Use STT Tool (Simulation & Training Tool)

Capture SAP R/3 4.0 processes & transactions Capture SAP R/3 4.6 processes & transactions Add user dialogs to guide users Assess SAP capabilities

SAP

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PRODUCTIO N SYSTEM REL 4.0

Client 400

Backup

INTERIM Storage Area

Restore

TEST TMS
TEST SYSTEM 4.6 CLIENT 400 MASTER CLIENT 922

TEST SYSTEM CLIENT 400 Rel 4.0

SAP

Upgrade

Copy Client

Train Users
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Professional Services Upgrade Focus Day

June/July 2000 (Marie de Graeve)

PROCEED WITH THE TECHNICAL UPGRADE

Freeze the DEVELOPMENT System Upgrade DEVELOPMENT from 4.0 to 4.6 Apply Support Packages Import TRANSPORTS :

From TEST TMS

Test DEVELOPMENT and if errors:

Fix by customising in DEVELOPMENT and releasing Transports to NEW TMS

SAP

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June/July 2000 (Marie de Graeve)

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PRODUCTIO N SYSTEM REL 4.0

Client 400

Backup

INTERIM Storage Area

Restore

TEST TMS
TEST SYSTEM 4.6 CLIENT 400 MASTER CLIENT 922

NEW TMS

TEST SYSTEM CLIENT 400 Rel 4.0

SAP

Upgrade

Copy Client

Train Users
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DEV SYSTEM Upgrade ALL CLIENTS Rel 4.0 to 4.6

Professional Services Upgrade Focus Day

June/July 2000 (Marie de Graeve)

PROCEED WITH THE TECHNICAL UPGRADE

Freeze the QA System Upgrade QA from 4.0 to 4.6 Apply Support Packages Import TRANSPORTS :

From TEST TMS From NEW TMS

Test QA and if errors:

Fix QA by customising in DEVELOPMENT, releasing Transports to NEW TMS & Importing to QA

SAP

Professional Services Upgrade Focus Day

June/July 2000 (Marie de Graeve)

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PRODUCTIO N SYSTEM REL 4.0

Client 400

Backup
QA SYSTEM Upgrade QA CLIENTS Rel 4.0 to 4.6

INTERIM Storage Area

Restore

TEST TMS
TEST SYSTEM 4.6 CLIENT 400 MASTER CLIENT 922

NEW TMS

TEST SYSTEM CLIENT 400 Rel 4.0

SAP

Upgrade

Copy Client

Train Users
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DEV SYSTEM Upgrade ALL CLIENTS Rel 4.0 to 4.6

Professional Services Upgrade Focus Day

June/July 2000 (Marie de Graeve)

PROCEED WITH THE TECHNICAL UPGRADE

Freeze the PRODUCTION System Upgrade PRODUCTION from 4.0 to 4.6 Apply Support Packages Import TRANSPORTS:

From UPGRADE TMS From NEW TMS

Check PRODUCTION and if errors:

Fix PRODUCTION by changing DEVELOPMENT and releasing Transports to NEW TMS Import Transports to QA Import Transports to PRODUCTION
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SAP

PRODUCTIO N SYSTEM REL 4.0

Client 400

PROD SYSTEM Upgrade PROD CLIENT 400 Rel 4.0 to 4.6

Backup
QA SYSTEM Upgrade QA CLIENTS Rel 4.0 to 4.6

INTERIM Storage Area

Restore

TEST TMS
TEST SYSTEM 4.6 CLIENT 400 MASTER CLIENT 922

NEW TMS

TEST SYSTEM CLIENT 400 Rel 4.0

SAP

Upgrade

Copy Client

Train Users
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DEV SYSTEM Upgrade ALL CLIENTS Rel 4.0 to 4.6

Professional Services Upgrade Focus Day

June/July 2000 (Marie de Graeve)

9. Minimise the affect on the Business

LIVE Environment
DEVELOPMENT SYSTEM 4.0 QA SYSTEM 4.0 PRODUCTION SYSTEM 4.0

Transport Management System

TEST Environment
Transports

TEST SYSTEM CLIENT 400 Rel 4.0

SAP

Upgrade

TEST SYSTEM 4.6 CLIENT 400 ..MASTER CLIENT 900

June/July 2000 (Marie de Graeve) / 30

Test & Train

Professional Services Upgrade Focus Day

10. Ensure minimum DEVELOPMENT, QA & PRODUCTION disruption

FREEZE PRODUCTION (Minimum time period)

PROD SYSTEM Upgrade PROD CLIENTS Rel 4.0 to 4.6

FREEZE QA (Minimum time period)

PROD SYSTEM Upgrade QA CLIENTS Rel 4.0 to 4.6

FREEZE DEVELOPMENT (Minimum time period)

DEV SYSTEM Upgrade ALL CLIENTS Rel 4.0 to 4.6

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11. MAP THE UPGRADE ROADMAP

Project Preparation Include Set-up of Test Environment

Continuos Changes Final Preparation Apply Transports to DEV, QA, PRROD

Business Blueprint Include Risk Analysis, AS-IS Analysis + Additional Functionality

Realization of TEST Environment

Go Live & Support Include Systems Performance Tuning & Fixing Landscape

SAP

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12. Identify the Project Tasks

STEPS
4 4 4 4 4 4 4 4 4 1 1 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4 4
SAP

TA SKS
Clean-up current systems environment Synchronize the current SAP systems DEV=QA=PROD Delete,consolidate & create SAP Clients Prepare for the new release Upgrade Decide on Upgrade methodology and negotiate switch-over date Prepare project, resource and budget plans Plan & size technical requirements and procure hardware / software Clarify training strategy for the new release Establish the upgrade team (business, functional & technical roles) Prepare Busines BLUEPRINT Do Risk Assesment of non-standard functionality AS-IS Analysis & New / additional functionality Analysis Develop Test plan Realise the new release Upgrade on a separate Test environment Set-up and Upgrade the Technical Upgrade environment Configure and Unit Test the new release Enhance & test ABAP's Develop & test Authorization profiles Perform Integration Testing Conduct user training on new release Monitor new release Transports Realise the Development, QA & Production Systems Upgrade the development environment & apply transports Upgrade the QA environment & apply transports Upgrade the Production environment & apply transports Go live and Support Provide Production support
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13. Establish an Integrated Project Team

A S S A

4 P A P 4 P

/ R S A /

P U

G P

R G

A R

D A

E D E

X P

T c t

I V M

E a n

S a

P g e

O r

r o j e

ME d u c a t i o n C o n s u l t a n t s

C C T T e c h n e a m i c a l A M u t h o r i s a a n a g e m

o m m o - O

u n i c a t i I o n n t es g r a t i o n r d i n a t o Cr o - O r d i n a t o r P m T A e / P a m Y T T M e a R m T e M a m

t i o n P D e n t T e a

B A S I S ( U p g r a d e u p p o r t P a

A u t h o r i s a t P i o l a ns n i n g , D e P v e rl os p A m d e m n i t n , & T i m a e y M o al l n a g e R m e e c n r u t i t m n P r e n t &( P r o f i l e G e n O e r r ga t Mo r n) g , T r a i Cn o & n sD u e l tv a n t s C o n s u l t a n t s C o n s u l t a n t s c k a g e s ) C o n s u l t a n t s A u d i t o r s P l a n n i n g , D e Fv ei n l oa pn mc i ae l n s t , / C T oi m s t e i n Mg a n a g e R m e e c n r u t i t m e n t ( E x t e r n a l )O r g M n g , T r a i Cn o & n sD u e l tv a n t s S u p e r U s e r s S u p e r U s e r s S u p e r U s e r s P e r s A d m S u p e r U i n & P s e r s a y r o l l

A B A P 's ( R e p o r t s & I n t e r f a c e s )

i n a n c i a l s / C o S u p e r U s e r s

s t i n

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14. Our SAP SA Upgrade Service Offerings

Analysing the complexity of your Systems Landscape Proposing an Upgrade methodology Identifying the upgrade team members

Business Functional Technical

Compiling a detailed Upgrade Plan according to the methodology Doing QA checks during the Upgrade life cycle Engaging in Upgrade Projects

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15. Our SAP SA Methodology Aspirations

To ensure a synchronized and harmonized SAP R/3 Systems Landscapes To gain an enthusiastic and knowledgeable SAP R/3 User Community To strive towards total SAP R/3 Customer Ownership To ease the effort of any technical upgrades to future SAP R/3 Releases To ease post-upgrade activities

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Thank You

SAP

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