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SmartNotes Interface Architecture

This document describes the functionality of data import from SAP BW systems into SmartNotes. This scenario can be used to import SAP BW Queries to SmartNotes.

For details of the SmartNotes system architecture please refer to the “SmartNotes Technical Documentation”.

SmartNotes uses the third-party .NET library ERPConnect (Theobald Software) to access the SAP BW system via RFC. ERPConnect is "SAP Certified Integration with SAP NetWeaver".

System requirements

All SAP systems starting from version 4.0B (unicode and non-unicode) and higher are supported. The system needs to be accessible via RFC. Connection parameters needs to be provided (in most cases the same parameters used by the SAP GUI). A technical SAP user is recommended. For testing purposes the transaction MDXTEST should be accessible.

On the SmartNotes Server side all files are distributed by the SmartNotes Server installation package. On 64 bit Windows environments the SAP RFC libraries have to copied to the Windows system folders (if not automatically installed by SmartNotes). The following libraries have to exists in the appropriate directories.

  • dll need to be copied to <WindowsDir>\System32
  • dll needs to be copied to <WindowsDir>\SysWOW64

SAP BW Query Import to SmartNotes

Definition of SAP MDX Statements

The recommended way to import SAP BW Queries to SmartNotes is the definition of an appropriate MDX Statement. The use of MDX statement in SAP is well documented by SAP.

However, we recommend to use the MDXTEST transaction to generate the MDX statement including all variables like PERIOD and FISCAL year. This variables can later be filled by SmartNotes automatically with the correspondent report variables.

It is recommended to use full hierarchy members in the MDX statement with the keyword “MEMBERS”. This approach will result in a complete list of position entries. In the use case of a list of positions (chart of accounts) the MDX statement will always provide the full list including new entries. By creating MDX statements this way no changes are needed if the list of positions changes (or accounts will be added).

The screenshots shows the MDXTEST transaction in the SAP GUI that allows to test-run and preview a MDX statement (red frame)

Once the MDX statement is defined it can be copied to SmartNotes and stored there in the SmartNotes SAP MDX Import Connector.

Setup of SmartNotes SAP MDX statements within SmartNotes

Within the SmartNotes Import Administration a new connector have to be defined, using the “SAP BW Standard Import” as interface. If the entry is not available from the list, please ask the technical SmartNotes hotline to provide the library.

All connection and logon parameters can be defined within the Connector dialog.

If the checkbox “Technical User” is check in the logon dialog, the password will be store.

After added the new connector the list, data sources needs to be defined in the next dialog. The data sources representing a MDX statement. After adding a new data source, the MDX statement and variables can be defined.

Optional the following data source parameters can be used as variables in the MDX statement text.


Variable Name

Description

MDX statement placeholder

FiscalYear

Inserts the year of the report

%YEAR%

StartPeriod

Inserts the period start range

%STARTPERIOD%

EndPeriod

Inserts the period end range

%ENDPERIOD%


If a MDX statement placeholder is found within the MDX statement and the checkbox “Request” is checked, the user will be prompted to set up the variable values during the import.

After defining the data source, a preview can be fetch to check if all connection parameters and the MDX statement are set up correctly.

Within the Mapping Administration the columns to import needs to be chosen. Please refer to the normal SmartNotes user documentation or AMANA consulting to get support for this step.

After setting up all correctly and getting a valid non-empty preview, the interface is setup completely and an import can be done.

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