Central Master Data Management (CMDM) allows you to synchronize data between Exact Synergy Enterprise (ESE) and Exact Globe Next (EGN) so that the data will be consistent, and the same data does not have to be entered twice. A data conversion tool will convert the data from the EGN databases to ESE databases and vice versa. Thus, the data in ESE and EGN will always be synchronized.
The CMDM solution is based on Exact Lightweight Integration Server Management (ELIS) and Exact Connectivity Layer (ECL). The following is an overview of how the software components are used in the synchronization:
This document contains the following information:
Various pre-requisites have to be taken into account before setting up CMDM on ELIS.
The following are the requirements:
To enable the CMDM module, license SE0151 – Central Master Data Management is required for EGN, and YA0151 – Central Master Data Management for ESE. If you have the CMDM license, the settings for CMDM will be available.
A fixed combination of the EGN product update and ESE product update is mandatory. See the following table:
Exact Globe Next
Exact Synergy Enterprise
CMDM version
416
261
5.255.10.1
415
260
5.255.9.9
414
259
5.255.9.5
413
258
5.255.8.12
412
257
5.255.8.0
411
256
5.255.7.0
410
255
5.255.6.1
409
254
5.254.7.3
408
253
5.253.7.1
407
252
5.252.1.0
406
251
5.0.20.18
405
250
5.0.19.24
404
249
5.0.19.11
403
248
5.0.17.3
Note: From product update 262 onwards, the solution will only be supported on Exact Lightweight Integration Server (ELIS), and will no longer be supported on the MSI version. Note that the installation files for the MSI version will no longer be available from this product update onwards. In the case that you decide to continue using the existing solution on the MSI version, the synchronization will remain to work as usual although any issues that may be encountered will no longer be resolved henceforth. Therefore, it is advisable to migrate to ELIS to ensure that the solution will continue to work correctly.
For more information on the supported scenarios for CMDM on ELIS, see Supported scenarios for Exact Integrator and CMDM on ELIS.
For more information on how to migrate from Exact CMDM to Exact CMDM using ELIS, see How to move from Exact CMDM to Exact CMDM using ELIS.
For more information on the configuration steps that are required to set up the synchronization between ESE and EGN in ELIS, see How-to: Setting up Exact Central Master Data Management (CMDM) in Exact Lightweight Integration Server (ELIS).
The CMDM settings must be activated before CMDM can be used to synchronize data. For more information on how to activate the CMDM settings in ESE, see Activating Central Master Data Management (CMDM) functions.
To ensure that all account and item data will be synchronized in EGN and ESE, a conversion process must be performed. With the CMDM solution, four entities are supported, and these four entities must be converted. The following are the entities:
If accounts are found in either EGN, or ESE, the conversion will create the accounts, and contact persons in the solution where these are not available.
During the conversion, the system will check the item code in EGN to determine whether the item with the same item code exists in ESE on either the corporate, or division level. If the item exists on the corporate level, but not on the division level, it will be created on the division level. If it does not exist on the corporate level, the item will be created on the corporate, and division levels. In both cases, the division-specific data will be copied from EGN to ESE. If the item does not exist on the corporate level, the corporate data will be used to create the item in ESE.
General ledger accounts are not available in the CMDM conversion. General ledger accounts can be replicated from EGN to ESE via the existing XML functionality. The link between EGN and ESE is created by the general ledger account code.
For people, the link between people in EGN and ESE is based on the person ID and creditor number. During the conversion, the system will try to match the people in the EGN database with the people in the ESE database. The conversion will copy the division-specific data from the EGN database to the ESE database.
For more information on how to install the CMDM conversion wizard, see How-to: Converting data with Central Master Data Management (CMDM).
The synchronization involves the creation, update, and the deletion of the entities done in either ESE or EGN. For more information on the supported entities, see Supported entities - Central Master Data Management (CMDM).
Note: This functionality is available only when using CMDM with ELIS.
For more information on how to convert account records by batches, see How-to: CMDM Conversion tool - Account records by batches.
For more information on how to create and modify debtor or creditor codes, see:
For more information on how to view debtor or creditor codes, see:
For more information on how to create and modify bank accounts, see Creating and modifying bank accounts for Central Master Data Management (CMDM).
For more information on the account information that will be synchronized between Exact Globe Next and Exact Synergy Enterprise, see How-to: Updating account information with Central Master Data Management (CMDM).
For more information on how to create and modify divisions of people, see Creating and modifying divisions of people for Central Master Data Management (CMDM).
For more information on how to copy items, see Copying items for Central Master Data Management (CMDM).
To monitor the synchronization between Exact Globe Next and Exact Synergy Enterprise, a monitor is available in Exact Synergy Enterprise that displays the results of the synchronization, no matter in what direction the synchronization takes place. The status of the synchronization can also be monitored via ELIS. For more information, see How-to: Monitoring synchronization for Central Master Data Management (CMDM).