# SAP Workflow Wizard

> Source: https://docs.synthesized.io/tdk/latest/user_guide/070_integrations/sap/workflow_wizard
> For the complete documentation index, see [llms.txt](https://docs.synthesized.io/llms.txt).

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](https://docs.synthesized.io/tdk/latest/user_guide/_images/SAP_workflow.png)

> **NOTE**
> 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](https://docs.synthesized.io/tdk/latest/user_guide/_images/SAP_Workflow_1.png)

 
| 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](https://docs.synthesized.io/tdk/latest/user_guide/_images/SAP_Workflow_2.png)

#### 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

```yaml
# 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](https://docs.synthesized.io/tdk/latest/user_guide/_images/SAP_workflow_3.png)

#### 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

 |

> **NOTE**
> 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 →](https://docs.synthesized.io/tdk/latest/user_guide/070_integrations/sap/time_slicing)

### Step 4: Configure

Select the data protection level.

![Step 4: Configure](https://docs.synthesized.io/tdk/latest/user_guide/_images/SAP_workflow_4.png)

#### 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 →](https://docs.synthesized.io/tdk/latest/user_guide/070_integrations/sap/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](https://docs.synthesized.io/tdk/latest/user_guide/_images/SAP_DB_View.png)

## Generated Configuration - YAML

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

```yaml
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

- [SAP Modules](https://docs.synthesized.io/tdk/latest/user_guide/070_integrations/sap/modules)
- [Data Scoping](https://docs.synthesized.io/tdk/latest/user_guide/070_integrations/sap/data_scoping)
- [SAP HANA Connection](https://docs.synthesized.io/tdk/latest/user_guide/070_integrations/sap/sap_hana)