Protect your data in non-production instances in SAP SuccessFactors

January 07, 2021
Written by Danielle Larocca

Senior Vice-President of HCM Solutions Danielle Larocca has worked in the SAP HCM space for over 20 years. An SAP Mentor and featured speaker at numerous conferences, Danielle has authored four best-selling books on SAP, is the Technical Editor for the SAP Professional Journal, and often the Voice of the Expert on SAPInsider’s Ask the Expert series for HR.


It’s easy to keep your multiple instances and employee data synced and secure, in your SAP SuccessFactors landscape

You need secure access to your critical HCM and Payroll production data in non-production systems for testing, training and support. If you’re in SAP SuccessFactors Hybrid scenarios or with SAP SuccessFactors Employee Central Payroll, you currently have limited options for how to accomplish this.


The ‘Transport Truck’ in on-premise ECC SAP

In on-premise ECC SAP, you have different environments often titled Development, QAS and Production, and system configuration and customizing is transported between them. The methodology is that items are configured in the Development client, unit tested there and then transported to a QAS client for potential system, integration and regression testing, and then on to a Production client for live use. In the on-premise world, this makes it relatively easy to have organizational structures, objects and employee data synchronized between clients. Many of our clients leverage Data Sync Manager™ (DSM) for HCM to solve this challenge. DSM gives you the data you need, when you need it. This SAP-certified solution allows you to select and transfer specific HCM data objects easily and accurately, as needed, and to mask sensitive data for confidentiality, security and governance compliance.


SAP Transport methodology between clients

SAP Transport methodology between clients_v2
There is no ‘Transport Truck’ in SuccessFactors

In the SuccessFactors landscape, however, although there are multiple environments which are referred to as instances, similarly named as Development, QAS and Production, there is not that same concept of transporting configuration methodology where things get moved between those environments. Because of this, system configuration is easily out of sync between the environments, which in turn makes it difficult to share objects and employee data across the various instances. Organizations need to realign object definitions, picklist entries, business rules, etc. across their SuccessFactors instances, and then enforce correct change management, more akin to the SAP Transport Management System in the on-premise world, but without the same tool. Some configurations can be downloaded and uploaded, but many are still manual. Processes and procedures must enforce that new changes are made and tested before being promoted.

Testing is only as good as the data and customizing

Without aligned configuration, the testing is, at best, compromised. The quality of the test data also has a big part to play. Just like in the on-premise SAP system, there is no easy way to generate synthetic realistic test data, and so real production data is generally favored. At a high level, as a SuccessFactors customer, you have limited options for moving and masking data between your environments:


  • You can request a copy of the entire instance (test becomes a copy of Production, for example)

  • You have limited abilities to take entities and their properties from one environment to another.

Again, we provide a solution to this challenge for getting your data from your hybrid SuccessFactors Production instance to your other instances, and it includes important data masking options to ensure that your confidential data stays secure.


Hybrid SuccessFactors Production V2


We have expanded the functionality for our SAP-certified DSM Object Sync for HCM solution to include similar functionality if you are running in an SAP SuccessFactors Hybrid model or running with any form of SAP SuccessFactors Employee Central Payroll. This solution is also whitelisted to run on SuccessFactors Employee Central Payroll as per SAP Note 2167337, and this solution does not require a license for SCP.


(DSM) Object Sync for HCM SuccessFactors Add-On automatically ensures the consistent copying and masking of Employee Central data at the same time. The SuccessFactors identity is defined in the source and target ABAP stack system, and when employee data is exported, OData get-calls are made to the corresponding SuccessFactors system via this identity. Data for both systems is then scrambled simultaneously to ensure matching values still match, and then on the target system the SuccessFactors data is posted via the corresponding OData identity assigned to the target, again leveraging the OData API. This is why there is no requirement for SCP or any other platform beyond the existing ABAP systems.


Here is a quick overview of how our (DSM) Object Sync for HCM SuccessFactors Add-On works behind the scenes:




Watch a live system demonstration showing the copying and masking of data:




The solution includes a utility to identify if Foundation Objects are out of sync.

In implementing our (DSM) Object Sync for HCM SuccessFactors Add-On, we've discovered Foundation Objects and their configuration aren't always aligned between Production and Test systems. This video shows the utility we now include with the license that allows you to view entities with their Nav relations, make changes to property values, and then post to the target SuccessFactors instance.


Here is a video of it in action:




DSM was initially developed specifically for HCM, but later became available for other SAP ERP applications including FI and LO, SRM, CRM, SCM, GTS and BW. DSM is certified as integrated with SAP S/4HANA.

DSM Object Sync for -SuccessFactors Hybrid




Explore Popular Tags

Query Manager SAP SuccessFactors SAP HCM reporting SAP HCM HCM Reporting SAP Payroll SAP Reporting HCM SAP SuccessFactors Employee Central Payroll EPI-USE Labs SAP SuccessFactors Reporting PRISM reporting Intelligent HR and Payroll Payroll Document Builder Human Capital Management (HCM) Payroll reporting Query Manager Analytics Connector SAP Analytics Cloud SAP HCM Data SAP Query Microsoft PowerBI SAP SuccessFactors People Analytics SAP Payroll data Variance Monitor HR and Payroll data SAP S/4HANA SAP S/4HANA Private Cloud Edition (S/4 PCE) Tableau HXM Move Payroll Data SAP ERP HCM SAP HCM On-Premise Solutions SAP HCM Payroll SAP HR Reporting SAP HXM people analytics sap query hr Data Sync Manager Employee Central Payroll Journey to SAP SuccessFactors PRISM for HCM (Private Cloud Edition) PRISM free assessment SAP SAP HCM journey SAP and SuccessFactors HXM Reporting COVID-19 Cloud-based SAP HCM solutions Employee payroll H4S4 HCM Productivity Suite HR SAP HCM/HXM SuccessConnect reporting solution ABAP Artificial Intelligence (AI) DSM for HCM Employee Central Payroll Reporting Employee data GeoClock Let's Talk HCM On-Premise Payroll Pay Recon SAP Data Warehouse Cloud SAP HCM Analysis SAP HCM for SAP S/4HANA On-Premise SAP SuccessFactors HCM Journey SAP SuccessFactors Roadmaps SAP data privacy and compliance SuccessFactors Ultimate Guide: SAP HCM & Payroll Options data validation payroll control center Data Sync Manager for HCM Digital transformation Employee Central GDPR HCM, HR OData PRISM for ECP PRISM for H4S4 Query Manager with Document Builder Real-time reporting and document creation SAP Analytics Cloud (SAC) SAP HCM On-premise SAP HCM for S/4HANA SAP HR SAP On-Premise customers SAP Payroll to the Cloud SAP Road maps SAP customers SAP data SAP data privacy & security Success Factors SuccessConnect 2019 Tax Reporting Transformation without re-implementation accurate payroll data certification custom infotype data source ebook on-premise SAP HCM s/4HANA Analytics solutions Automated reports Automation Cloud migrations DSM Object Sync for SuccessFactors Hybrid Data Secure Data Types Data analysis EPI-USE Labs’ solutions Employee Letters Employee communication Free HCM Assessment HR Journey HR employee reports Human Experience Management (HXM) Human Resources Human Resources data Hybrid Reporting SAP and SuccessFactors Hybrid SAP and SuccessFactors Hybrid reporting Hybrid reporting solution Integrated reporting SuccessFactors SAP Intelligent Enterprise Machine Learning (ML) Microsoft Excel News OData integration OM Object Sync On-Premise Payroll S/HANA Sidecar On-premise reporting Organization of the data PA People Analytics Workforce Planning Personalized documents Protect personal employee data Report Stories Reporting and analysis Robotic Process Automation (RPA) Robotic Process Automation framework S/4HANA Private Cloud Edition (PCE) SAP Data Privacy Suite SAP Data Security SAP ERP Payroll customers SAP HCM 2023 SAP HCM Roadmap SAP HCM and Payroll customers SAP HXM 2021 SAP Mentors SAP SuccessFactors Hybrid SAP SuccessFactors Next-Gen Payroll SAP SuccessFactors Release updates SAP SuccessFactors Time Management SAP SuccessFactors Time Tracking SAP Wage Type Reporter SAP certified solution SAP migration SAPPHIRE 2018 SuccessFactors and the Intelligence Enterprise SuccessFactors' Employee Central Payroll TCO Calculator The Report Center The Road to People Analytics Time management Workforce Planning ad hoc data variances easy reporter high-speed, low-risk on-premise SAP data partner roadmap single reporting solution sq01 stories in SAP SuccessFactors People Analytics technology third party AI ALE STP report ASUG Accessing COVID-19 data Ad Hoc Query American Payroll Association (APA) Analytics Connector Analytics reports Analytics solution At-risk employees Australian Payroll Australian Tax Office (ATO) Automated analysis and pay run reconciliations Automatic HR reports BTP Best practice in BI Bots Business Analytics Business Intelligence COVID-19 statistics COVID-19 vaccinations Certified solutions ChatGPT Check for data replication errors Client Sync Cloud hosting SAP PCE Company Branding Compare legacy HR and Payroll data Comparing data Configuration Center Copy and mask test data Coronavirus Created timestamp Custom store Customer-specific infotypes DSAG Data Privacy Data Replication Data Sources Data Sync Manager (DSM) Data access Data privacy regulations Data production support issue solution Democratize data Description Diversity & Inclusion reporting DocuSign Document Building Dubai Dynamic data ECC EPI-USE ERP Education sector Electronic Signatures Embedded Analytics Edition Employee Central time Employee Central timesheets Employee NICs Employee Retention Analytics (ERA) Employee payment summaries Employee right to privacy Employer NICs Encrypt data FAQ Index Font Guidelines Gamma
+ See More

Get Instant Updates

Leave a Comment: