SAP Workflow Wizard

A guided, four-step wizard designed specifically for creating SAP data transformation workflows with minimal configuration.

Overview

The SAP Workflow Wizard simplifies the process of creating data workflows for SAP systems. The SAP Wizard:

  • Pre-selects SAP tables based on your chosen module

  • Configures relationships automatically using SAP’s implicit foreign keys

  • Applies intelligent masking with SAP-specific transformation rules

  • Handles time slicing for date-based data filtering

Accessing the Wizard

  1. Navigate to Workflows in the main menu

  2. Click Create SAP Workflow

  3. The wizard opens with Step 1: Define

Create SAP Workflow Button

The SAP Workflow option is only visible when the SAP UI feature is enabled. Contact your administrator if you don’t see this option.

Wizard Steps

Step 1: Define

Define the basic workflow properties.

Step 1: Define
Field Description

Workflow Name

A descriptive name for your workflow (e.g., "MM Test Data - Q1 2024")

Tags

Optional tags for organization and filtering

Step 2: Connect

Configure the source and target SAP HANA connections.

Step 2: Connect

Connection Options

Field Description

Input Connection

The source SAP HANA database (production or source system)

Output Connection

The target SAP HANA database (test or development system)

Input Schema

The schema containing source SAP tables

Output Schema

The schema where transformed data will be written

Same-System Deployments

When the input and output connections are the same (same SAP system), the wizard:

  • Enables dual schema mode

  • Allows selecting different input/output schemas within the same database

  • Automatically configures schema mapping in the generated workflow

# Generated configuration for same-system deployment
metadata:
  schemas:
    - input: SAP_PROD
      output: SAP_TEST

Step 3: Module & Data Scope

Select the SAP module and define the data scope.

Step 3: Module & Data Scope

Module Selection

Choose the SAP module to work with:

Module Tables Included Configuration

MM (Material Management)

MARA, MAKT, MARC, MARD, MBEW, MARM, MVKE, MKPF, MSEG

Guided Wizard

FI (Financial Accounting)

BKPF, BSEG, SKA1, SKB1, LFA1, KNA1

YAML Config

CO (Controlling)

CSKS, CSKA, CEPC, COSP

YAML Config

HCM (Human Capital Management)

PA0001, PA0002, PA0008, HRP1000

YAML Config
All modules can be configured via YAML. The MM module additionally offers guided wizard support.

Data Scope Options

Scope Description

Master Data Only

Include only master data tables (MARA, MAKT, MARC, etc.). Smaller dataset, ideal for reference data.

Transactional + Master

Include both transactional tables (MKPF, MSEG) and required master data. Automatically includes master records referenced by transactions.

Full Copy

All master data and transactional tables. Largest dataset, includes all historical data. Can be combined with time slicing when needed.

Time Slicing

When Transactional + Master is selected, you can filter by date:

Period Filter Behavior

No time slicing

Include all records regardless of date

Last month

Records from the past 30 days

Last 3 months

Records from the past 90 days

Last 6 months

Records from the past 180 days

Last 9 months

Records from the past 270 days

Last 12 months

Records from the past 365 days

Learn more about Time Slicing →

Step 4: Configure

Select the data protection level.

Step 4: Configure

Data Protection Options

Option Description

Mask Sensitive Data (Recommended)

Apply pre-configured masking rules to sensitive fields while preserving SAP process integrity. Manufacturer numbers, pricing, quantities are transformed.

No Protection

All fields pass through unchanged. Use only in secure, approved environments where data protection is not required.

Learn more about Data Protection →

Generated Configuration - DB View

After completing the wizard, a UI friendly database view is automatically presented with all the necessary transformers applied:

SAP DB View

Generated Configuration - YAML

After completing the wizard, a YAML configuration is generated automatically:

mode: MASKING
target_ratio: 1.0
safety_mode: RELAXED
use_working_directory: true
cycle_resolution_strategy: FAIL
schema_creation_mode: DO_NOT_CREATE
table_truncation_mode: TRUNCATE
use_text_column_heuristics: false

tables:
  - table_name_with_schema: "SCHEMA.MARA"
    filter: "ERSDA >= ADD_MONTHS(CURRENT_DATE, -3)"
    transformations:
      - columns: ["MANDT"]
        params:
          type: passthrough
      - columns: ["MATNR"]
        params:
          type: passthrough
      # ... additional transformations

Running the Workflow

After creating the workflow:

  1. Review the generated configuration

  2. Click Run Workflow to execute

  3. Monitor progress in the workflow details page

  4. View results and any errors in the execution log

Best Practices

Start with Master Data

For initial testing, start with Master Data Only scope:

  • Smaller dataset for faster iteration

  • Validates connection and permissions

  • Confirms table structure compatibility

Use Time Slicing for Large Systems

Production SAP systems often contain years of historical data:

  • Start with Last 3 months to limit volume

  • Increase scope once transformations are validated

  • Full Copy for complete test environments

Validate Before Production

Before running against production:

  1. Test with a development database first

  2. Review the generated YAML configuration

  3. Confirm output schema has appropriate permissions

  4. Verify no other processes are writing to target tables

Troubleshooting

Wizard Not Available

If you don’t see the "Create SAP Workflow" option:

  • Ensure the SAP UI feature is enabled (UI_SAP_UI=true)

  • Contact your administrator to enable the feature

Connection Errors

If SAP HANA connections fail:

  • Verify JDBC URL format: jdbc:sap://hostname:39015

  • Check database user credentials

  • Ensure network connectivity to SAP HANA

Schema Not Listed

If schemas don’t appear in the dropdown:

  • Verify user has SELECT permission on SYS.SCHEMAS

  • Check that schemas contain SAP tables

  • Only schemas with SAP module tables are displayed

See Also