Quick Guide to Implementing SAP Predictive Analytics Content Adoption rapiddeployment

Transcription

1 SAP HANA 1.0 Predictive Analysis 1.0 August 2013 English Quick Guide to Implementing SAP Predictive Analytics Content Adoption rapiddeployment solution for Retail (EN) SAP AG Dietmar-Hopp-Allee Walldorf Germany

2 Copyright 2013 SAP AG or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and other countries. Please see for additional trademark information and notices. SAP AG Page 2 of 13

3 Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Example text Example text EXAMPLE TEXT Example text EXAMPLE TEXT Example text <Example text> Description Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths, and options. Cross-references to other documentation. Emphasized words or phrases in body text, titles of graphics and tables. Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade, and database tools. Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. SAP AG Page 3 of 13

4 Contents Implementing SAP Predictive Analytics Content Adoption rapid-deployment solution for Retail Purpose Solution Overview Business Consultant Localization and Language Support System Landscape System Setup & Preparation System Administrator SAP Notes and Messages Prerequisites Required and Optional Software Release and Support Package Level System setup for Required Components SAP HANA SAP HANA Security Considerations Predictive Analysis System Administrator Initial Check of System Readiness Installation Checklist Step 1: Verify the SAP HANA environment Step 2: Install SAP Predictive Analysis Step 3: Download the Predictive Analysis rapid-deployment solution Step 4: Prepare the HANA environment for SAP Predictive Analysis Step 5: Load the data into HANA or map the schema Step 6: Configure SAP Predictive Analysis Post-installation and data connection and mapping Evaluate Business Content / Processes Business Consultant Further Information Step by Step Guide SAP AG Page 4 of 13

5 Implementing SAP Predictive Analytics Content Adoption rapid-deployment solution for Retail 1 Purpose This quick guide provides an overview of the information to implement the SAP Predictive Analytics Content Adoption rapid-deployment solution for Retail. This document only provides a general overview and explanation of the processes necessary for planning, deploying, and administering this analytic application. For more information about, technical requirements, specific installation instruction, or administering and using this solution, see the related documentation this overview examines. This document is intended for: Business Consultants o Evaluate Business Content o o Further information for extended usage of the package Navigation and Explanation of User Interface to accelerate providing user guides Technical System Administrators o System setup, Preparation & Installation Business System Administrators o Configuration & Maintaining the System o Understanding the Elements & Navigation of the User Interface The following sections provide the overview to find the information required for each of the roles for the successful installation, implementation, and usage of this analytic application. SAP AG Page 5 of 13

6 2 Solution Overview Business Consultant The SAP Predictive Analytics Content Adoption rapid-deployment solution for Retail uses a predictive and statistical approach to uncover and predict trends for a competitive edge. This solution uses existing SAP analytic tools to analyze market basket opportunities, to uncover hidden patterns in customer loyalty behavior and for store segmentation. Predictive algorithms are utilized in analyzing the trends and giving realistic projections based on retail data. The following scenarios are addressed in this package: 1. Market Basket Opportunities 2. Customer Loyalty 3. Store Segmentation SAP Predictive Analytics Content Adoption rapid-deployment solution for Retail can be used to focus the sales force on high-value customers with optimal product mixes to improve margin by giving enterprise visibility into near real-time demand information, as well as internal, and external factors influencing demand. When using large repositories of sales information, users can better understand important contributors to margin and make informed decisions that drive better net margins. 2.1 Localization and Language Support The initial release of this application is available only in the English language. All documentation, messages, and text are available only in English. The application does not natively support other languages. SAP AG Page 6 of 13

7 3 System Landscape The following illustrates the system landscape and the architecture of the solution. R library open source (optional) SAP BusinessObjects Explorer mobile app SAP Predictive Analysis SAP Lumira Read/process/write XLS or CSV Delimited Files SAP Lumira software specific files Info models SAP BusinessObjects solutions Scope of rapid-deployment solution Schema mapping Data sources SAP ERP SAP Landscape Transformation Predictiv e Analysis Library (PAL) SAP HANA External process For more information about software requirements, see the SAP Predictive Analytic Content Adoption rapid-deployment solution Software Requirements Guide SAP AG Page 7 of 13

8 4 System Setup & Preparation System Administrator 4.1 SAP Notes and Messages If issues become apparent after shipment of this SAP Best Practices package (and hence of this document), an SAP Note exists to document how to solve the issues. Before you start the installation and configuration this rapid-deployment solution, check the latest version of the SAP Note to obtain updates and corrections for problems that have not become apparent until after shipment. All SAP Notes mentioned must have the implementation status completely implemented. Some SAP Notes require manual action before you set the status to completely implemented. SAP Note # Description Component Area Remark Predictive Analytics Content Adoption rapid-deployment solution SV-RDS-BI General Info Always check the SAP Note of the SAP Best Practices package for updates on the implementation 4.2 Prerequisites This rapid deployment solution is based on the set of software components from SAP that must be installed and configured before you implement this rapid-deployment solution Required and Optional Software This rapid deployment solution is based mainly on a set of software components from SAP. Required Software: SAP HANA SAP Predictive Analysis(version ) Optional Software: The following software components are not required for this solution, although this solution is designed to be used effectively with these SAP components SAP Sales Analysis for Retail Rapid Deployment Solution For more information, see the Software Requirements guide. SAP AG Page 8 of 13

9 4.2.2 Release and Support Package Level The deliverables of SAP rapid-deployment solutions are developed and tested in a system landscape with specific release and support package (SPS) level. If the SPS level in your system is different, there may be errors during the installation and deployment. Make sure that your system meets the minimum SPS level requirements. In case your system has an exceptional SPS level compared to the requirements, only LIMITED SUPPORT can be provided. If you need a higher SPS level in your system, FIRST import and activate the SAP Best Practices package on the SPS levels, THEN update your system to the target SPS level. The software requirements with support package levels relevant for this package are listed together with the required components the Software Requirements Guide. SAP AG Page 9 of 13

10 4.3 System setup for Required Components SAP HANA Before installing and activating the rapid-deployment solution for Predictive Analytics for Retail, install and configure SAP HANA. Refer to the documentation for installing and configuring SAP HANA on the SAP Help Portal and SAP Predictive Analysis for Retail HANA configuration guide (U44) Check the release notes for this solution for any special instructions. Follow the installation and configuration guides of the required components SAP HANA Security Considerations There are various methods and techniques available to secure information available with the SAP HANA database. These range from the database storage itself, authorizations, and data transmission to external consumers of the application information. Each individual installation should have a security strategy in place to adhere to requirements and guarantee privacy and stable information provided to the business user. These techniques are found in the SAP HANA Security Guide. The SAP HANA Security Guide provides an overview of the security-relevant information that applies to the SAP HANA appliance software including the SAP HANA database. The SAP HANA database is used in different scenarios and solutions. Those solutions provide additional security guides, which cover aspects specific to the particular scenario. The security guide includes sections that address: User Administration and Authentication Provide an overview of user administration and authentication aspects. These aspects include both user management and integration into a single sign-on environment. Implementation considerations for user management include user role assignment, privileges, and restrictions. Authentication within the context of an SAP HANA database includes identification of technical users, system users, and named users. A security methodology should be determined as to how external applications authenticate to the SAP HANA database. This can be as simple as a single user for the application or granular with the introduction of named users in a single sign-on environment. Review password policies as part of the security methodology. SAP HANA supports many options for defining and controlling password policies. Review those policies for adherence to the required password policies for your organization. Authorizations Depending on the customer landscape, preferred reporting tools, and the authorization requirements, you have to decide whether to apply the authorization concept of SAP HANA, the authorization concept of the user tool (for example, SAP BusinessObjects Business Intelligence platform), or a hybrid of both. Any access to data must be enforced by corresponding privileges to insure access too only the authorized information from within SAP HANA. Various privileges exist within the SAP HANA database and should be reviewed to insure adherence to the defined security requirements. Network and Communication Security SAP HANA supports communication channel security. This feature contains multiple methods that should be researched and understood to determine which one, if at all should become a part of the overall data security model. This should be implemented according to the SAP HANA documentation. Common protocols to data providers are ODBC / JDBC. SAP HANA supports the SSL (Secure Socket Layer) protocol to provide secure communication between itself and client SAP AG Page 10 of 13

11 connections. Implementation of this protocol is described within the SAP HANA documentation and this configuration should be considered for inclusion in the data security requirements. Data Storage Security The SAP HANA Security Guide should be reviewed for data encryption capability as well as considering underlying operating system data encryption to see how this may be integrated into the security requirements specification. 5 Predictive Analysis System Administrator The following section describes, at a high-level, the activities to be done by the system administrator or consultant installing the solution on a system. 5.1 Initial Check of System Readiness It is necessary that you check if your system administrator has applied the correct SPS level. In addition, ensure that the system administrator completes all activities as described in the section System Setup & Preparation System Administrator. Continue with the following steps only if these prerequisites are met. 5.2 Installation Checklist The following checklist itemizes the steps to install the solution: For detailed instructions on the installation of this solution refer to the Building Block Configuration Guides that are attached to the Content Library in the Step by Step Guide. Step 1: Verify the SAP HANA environment Step 2: Install SAP Predictive Analysis Step 3: Download the SAP Predictive Analytic Content Adoption rapid-deployment solution package Step 4: Prepare the HANA environment for SAP Predictive Analysis Step 5: Load the data into HANA or if data is already available, map the schema. Step 6: Configure SAP Predictive Analysis Step 1: Verify the SAP HANA environment Verify the SAP HANA landscape. Verify that the HANA is properly configured. Predictive Analytics Library (PAL) should be configured for the execution of the scenarios. For further details, refer to the HANA System Administration guide at and the SAP HANA Deployment for Retail on SAP Predictive Analytics Content Adoption rapid-deployment solution (U44), for the rapid-deployment Solution. Step 2: Install SAP Predictive Analysis Install SAP Predictive Analysis (version ) from the SAP Service Market Place. Install the R environment and configure it to work with Predictive Analysis. For further instructions on SAP Predictive Analysis installation, refer to the SAP Predictive Analysis User guide at SAP AG Page 11 of 13

12 Step 3: Download the Predictive Analysis rapid-deployment solution Download the analytic application installation package from the Service Marketplace. Review the content, which includes required files and documentation. Step 4: Prepare the HANA environment for SAP Predictive Analysis Configure the HANA instance for Predictive Analytics by following the instructions in the SAP HANA Deployment for Retail on SAP Predictive Analytics Content Adoption rapid-deployment solution (U44). Here, you will configure the SAP Predictive Analysis Library(PAL) in the HANA environment, install the necessary solution schemas and import the business content necessary for the Predictive Analysis scenarios. You can perform a completely new installation of the solution or leverage SAP Sales Analysis for Retail rapid-deployment solution, if already installed. Step 5: Load the data into HANA or map the schema After successfully installing this rapid-deployment solution, you would perform the necessary steps for mapping and loading of the source system data into the solution. If the data is already available as part of an existing SAP Sales Analysis for Retail (SAR) rapiddeployment solution, then mapping is necessary to point to the SAR schemas. If there is no existing SAR implementation, then it would be necessary to extract, transform, and load data into the solution schema tables. The extraction, transformation, and loading of data are implemented as part of the services component of the package. The services consultant working with you on this deployment will assist you with importing the content, as specified in the Statement of Work. Step 6: Configure SAP Predictive Analysis Setup the SVIDs by following instructions in Configuring SAP Predictive Analysis for Retail for SAP Predictive Analytics Content Adoption rapid-deployment solution (U45) 5.3 Post-installation and data connection and mapping After successfully installing Predictive Analytics for Retail rapid-deployment solution, you would perform the necessary steps for mapping and loading of the source system data into the solution. If the data is already available as part of an existing Sales Analysis for Retail (SAR) rapid-deployment solution, then mapping is necessary to point to the SAR schemas. If there is no existing SAR implementation, then it would be necessary to extract, transform, and load data into the solution schema tables. The extraction, transformation, and loading of data are implemented as part of the services component of the package. The services consultant working with you on this deployment will assist you with importing the content, as specified in the Statement of Work. 6 Evaluate Business Content / Processes Business Consultant A detailed guide is provided that describes the business processes: Predictive Analytics Content Adoption for Retail (U47) business process documentation. SAP AG Page 12 of 13

13 7 Further Information Step by Step Guide A Step by Step Guide is available for this package. Step by Step Guides are built specially for every rapid-deployment solution. This interactive guide follows the overall process, in chronological order, of all the steps to be executed during the project to plan, install, configure, and go-live. The guide is based on rapid-deployment methodology: Start, Deploy, Run, which is to be used as an implementation roadmap. Documentation assets, project accelerators, and reference materials, are linked to the Step by Step Guide. The Step by Step Guide is available on the SAP Software Download Center at service.sap.com/swdc under Installation and Upgrades Browse our download catalog SAP Rapid Deployment solutions SAP AG Page 13 of 13