Mass Maintenance

Register Tables for Download as a Finish Process using Collect

At the template-role level for a Post role, a Template Administrator can register tables for download as a Finish process. The Finish process starts when a user clicks the Finish button for a Post role on the Request (Roles) page.

Additional configuration settings set on the Template Role (Finish) page and the Template Role (Finish - Columns) page  allow a Template Administrator to set Collect rules to run on table data after the download is finished, and to specify filter columns for both source and target data.

On the Vertical View of the Template (Role) page for the Post role, on the Approve and Finish Settings tab, two settings help to facilitate this functionality: FinishTables and Finish Download in Background.

If the Finish Download In Background check box is enabled, the data downloads in the background after the user clicks the Finish button for a Post role on the Request (Roles) page.

NOTE: If the package type to download data is set to SAP Data Services, it is recommended that the Delete Target Table On Build check box be disabled in Collect on the Target Sources page’s Vertical View on the Advanced tab. In this case, if the check box is enabled, Mass Maintenance WILL delete every record in the target table during the Final Finish process (during which data posted in the target ERP system by the request is downloaded to tables).

This topic contains the following section:

Set Tables to Download

To set a table for download:

  1. Click Team on Navigation pane.
  2. Click Templates for a team.
  3. Click Roles for a template.
  4. Click Vertical View for the Post role.
  5. Click the Approve and Finish Settings tab.
  6. Click Finish Tables.

  7. Click Add.

    View the field descriptions for the Template Role (Finish) page.

    NOTE:If no records exist, the page displays in add mode. Otherwise, click Add.

  8. Select a Collect source from the SOURCE list box.
  9. Select a Collect target from the TARGET list box.
  10. Select the name of the table to download when the Post role is finished from the TABLE NAME list box.

  11. Select an option in the RUN RULES AFTER DOWNLOAD list box, if applicable.

    NOTE: This option determines the Collect rules to run on a table after download, when a user with the Post role clicks Finish for the request on the Request (Roles) page. Options are:

    • All – Run all of the rules:  If multiple rules are registered to the table in Collect, Mass Maintenance will run them on the table after download in the priority order set on the Collect Table (Rule) page.

    • None – Do not run any rules: Though rules are registered to the table in Collect, Mass Maintenance will not run those rules on the downloaded table.

    • NoParametersOnly – Run only Collect rules that do not contain input parameters, such as an Insert rule.

    • ParametersOnly – Run Collect rules that contain input parameters, such as an Update rule.

      NOTE: The rule(s) must have already been registered and activated in Collect.

  12. Click Save.

The Source Filter Columns and Target Filter Columns icons are then active.

Set a Filter Column

Instead of downloading an entire table in the finish process, a user can download data in specific columns, set as filter columns.

The Source Filter Columns are a list of columns used to form the where clause for selecting values from the source.

The Target Filter Columns are a list of columns used to form the where clause for selecting values to delete from the target before data is refreshed from the source.

NOTE: If no columns are set up, then Mass Maintenance downloads the entire table.

The Template Role (Finish – Columns) page displays for both the Source Filter Columns and Target Filter Columns.

A user can also restrict data for download using a where clause. Refer to Enter a Where Clause and Use Custom Syntax for more information.

To set a filter column:

  1. Click Team on Navigation pane.
  2. Click Templates for a team.
  3. Click Roles for a template.
  4. Click Vertical View for the Post role.
  5. Click the Approve and Finish Settings tab.
  6. Click FinishTables.

  7. Click Source Filter Columns or Target Filter Columns for the Finish role record.

    NOTE: If no records exist, the page displays in add mode. Otherwise, click Add.

    View the field descriptions for the Template Role (Finish - Columns) page's Vertical View

  8. Select a column name from the COLUMN NAME list box, or enter a column name to insert a value.

    NOTE: The COLUMN NAME contains the values to use for the where clause.

  9. Select a data source for the column from the Data Source ID list box.
  10. Select a table name of the table that contains the column from the Table Name list box.

  11. Select a mapped value for the column from the Mapped Value list box.

    NOTE: If a mapped value is entered, when the Finish process runs Mass Maintenance selects all values from the mapped value binding on RequestID and RoleID if they exist in the database object and will form an IN statement for selection from the Source filter column or theTarget filter column.

  12. Enter a value in the Fixed Value field to use as the condition of the matching value for download.

    NOTE: Either a Mapped Value or a Fixed Value can be set, not both.

  13. Click Save.

Enter a Where Clause

If a user enters a Where clause, the Where clause will be used verbatim when either selecting from the source or deleting from the target. If the Where clause is set, no other fields on the Template Role (Finish – Columns)page need be set and all other fields, if set, will be ignored.

NOTE: The Where clause takes precedence over any other Source and Target Filter settings.

NOTE: The data posted in the target system and downloaded in the table as part of the finish process both use this Where clause.

To enter a Where clause:

  1. Click Team on Navigation pane.
  2. Click Templates for a team.
  3. Click Roles for a template.
  4. Click Vertical View for the Post role.
  5. Click the Approve and Finish Settings tab.
  6. Click FinishTables.

  7. Click Add.

    View the field descriptions for the Template Role (Finish) page.

    NOTE:If no records exist, the page displays in add mode. Otherwise, click Add.  

  8. Select a Collect source from the SOURCE list box.
  9. Select a Collect target from the TARGET list box.
  10. Select the name of the table to download from the TABLE NAME list box.
  11. Select None – Do not run any rules from the RUN RULES AFTER DOWNLOAD list box.
  12. Click Save.
  13. Click Source Filter Columns or Target Filter Columns depending on whether the where clause should be applied to the target or source table.
  14. Click the Where Clause Filter tab.

  15. Enter the Where clause in the Where Clause field.

    NOTE: If the package type in Collect tables is set to SAP Data Services, add the Client value to the Where clause field. For example, add
    #ColumnName# IN (#Data#) AND MANDT = 'XXX'
    where 'XXX' is the value of the specific client.

  16. Click Save.

Use Custom Syntax

The Template Role (Finish – Columns) page for the source and target also allows a user to enter custom syntax in the case that the schema cannot be determined for either the source or the target. When setting the custom settings, the user must mark the settings as Custom by enabling the Custom check box.

To add custom syntax:

  1. Click Team on Navigation pane.
  2. Click Templates for a team.
  3. Click Roles for a template.
  4. Click Vertical View for the Post role.
  5. Click the Approve and Finish Settings tab.
  6. Click FinishTables.
  7. Click Source Filter Columns or Target Filter Columnsdepending on whether the where clause should be applied to the target or source table.
  8. Click the Custom check box to enable it.
  9. Click Custom Settings to expand it.
  10. Enter the beginning qualifier, if any, to place around the values in the Beginning Qualifier field.
  11. Enter the ending qualifier, if any, to place around the values in the Ending Qualifier field.
  12. Enter the separator to use for data values in the Separator field.
  13. Enter the format of the Where Statement in the Where Statement field.

NOTE: Mass Maintenance allows two dynamic substitution values to be used in the where statement: #ColumnName# is the name of the column. #Data# is a comma-separated list of the data.

NOTE: If the package type in Collect tables is set to SAP Data Services, add the Client value to the Where clause field. For example, add
#ColumnName# IN (#Data#) AND MANDT = 'XXX'
where 'XXX' is the value of the specific client.