Supply Chain Product FamilySupply Chain Product Family

Deployment GuideSupply Chain Guru Product Family

Release R31.0.0August 21, 2021

© 2021 Coupa Software, Inc.

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Introduction 5

Audience 5

Functional overview 6

Configuration Requirements 8

Hardware 8

Operating system 11

Additional required software 12

Database requirements 13

User rights 16

Internet connectivity 16

Optional Third-Party Software 18

Microsoft Office 18

PC*Miler 19

PTV XServer Internet 20

Geodata services 20

RateWare XL Server 21

Third-party reporting tools 21

Integration Strategies 22

On-demand import 22

Input pipes 22

3

Contents

Data Guru connection options 25

Cloud data refresh 27

Model Size and Scalability 28

Model optimization performance 28

Sample hardware configurations and run times 32

Performance Improvement 34

Supply Chain Guru X Performance 34

Data Guru performance 39

Security 40

Desktop products 40

Cloud products 40

4

Supply Chain Guru Product Family Contents

Welcome to Coupa’s Supply Chain Guru Deployment Guide.

This document is based on the latest information available for the following Coupa

product releases:

l Supply Chain Guru X version 30

l Data Guru version 30

l Demand Guru version 30

l Data Services version 3.1

Audience

The document has been prepared for IT professionals or system installers concerned with

deployment issues such as:

l Solution Architecture

l Version Control and Software Conflict Avoidance

l Integration

l Hardware Sizing

l Upgrade Management

l Security

Introduction

5

Functional overview

Supply Chain Guru X

l Leading supply chain design and analysis application with interactive interface,

advanced supply chain intelligence database, design engine

l System features include supply chain analysis algorithms and techniques, network

optimization, multi-echelon inventory modeling, product flow path optimization,

demand classification, discrete event simulation, transportation route and asset

optimization, data editing, visualization and reporting

l Cloud-based design platform enables scalable scenario running and sharing across

the enterprise

Data Guru

l Self-service drag-and-drop application empowering all users to connect and trans-

form enterprise data from disparate systems

l Simplifies data transformation and creates documented, repeatable, time-saving

workflows

l Interactive visual tool removes coding and query-building from process; enables

analysts to effectively work with big data

l Design Toolkit’s pre-built tools guide the analyst through every step of the design

process and provides the ability to debug models, analyze input and output, and

apply advanced analytics

6

Supply Chain Guru Product Family Introduction

Data Services

l Provides reference and benchmark data for strategic supply chain modeling

l Accessible through web-based interface and Coupa's Data Guru

l Data sets include mode-specfic transportation costs, transit times, facilities cost

estimates, demographics, risk estimates, geodata, more

Demand Guru

l Data cleansing, blending, and publishing capabilities quickly transform ERP data for

demand modeling

l Out-of-the-box integration with Coupa's Data Cube for powerful causative mod-

eling, giving analysts the ability to incorporate over 500,000 time-series datasets

including weather and macroeconomic data

l Visual modeling capabilities for quick and deep insight into your demand

l Powerful demand forecasting based on innovative machine learning algorithms

l Integration with Coupa Supply Chain products

7

Supply Chain Guru Product Family Introduction

Hardware

Laptops or desktops capable of running Microsoft Windows can run Coupa Supply Chain

desktop products. Recommended hardware specifications are provided below.

Recommended Notes

Display

Supply Chain Guru X

1920 x 1080 None

Data Guru and Demand Guru

1920 x 1080 None

RAM

Supply Chain Guru X

32 GBminimum

64 GB or higher recommended

Memory typically has little impact for small

models. For larger models, if optimization

requires more than the available physical

memory, the operating system pages in vir-

tual memory, which can significantly

degrade performance.


32 GB None

CPU/Processors

Supply Chain Guru X

Configuration Requirements

8

Recommended Notes

i7 or equivalent processor

3 GHz+ processor

For multi-core processors, SCGX uses

available threads on the machine and

solves any problem with binary or integer

variables as a Parallel MIP; in this case,

the amount of memory required is

increased proportionally as the number of

threads being used is increased.


Quad core i7 or equivalent processor

3 GHz+ processor

None

Disk

Supply Chain Guru X

2 x 500 GB HDD or 500 GB SSD (Solid

State Drive)

For SCGX, performance running models

from network drives or slower media such

as USB flash drives.


500 GB SSD SSD strongly recommended for Data Guru

projects of significant size and complexity

Video Card

Supply Chain Guru X

DirectX 11.1 or higher with DirectX

Features enabled

See Video Card Requirements for inform-

ation on determining and upgrading your

DirectX version

9

Supply Chain Guru Product Family Configuration Requirements

Video card requirements

DirectX version 11.1 or higher is required to display maps correctly in Supply Chain Guru

X. To determine your version of Direct X:

1. From Start, type dxdiag in the Search box, and press Enter.

2. Check the DirectX Version value on the System tab in System Information.

3. If the version is listed as 11, check the DxDiag version listed below System Inform-

ation. The version should be 6.02.9200.16384 or higher.

To upgrade your version of DirectX, you can use the information provided here:

https://support.microsoft.com/en-us/help/179113/how-to-install-the-latest-version-of-dir-

ectx

To confirm your DirectX Features:

1. From Start, type dxdiag in the Search box, and press Enter.

2. Select the Display 1 tab and verify the following DirectX Features are enabled:

l DirectDraw Acceleration

l Direct3D Acceleration

3. If either or both of these are not enabled, refer to the following information to update

your DirectX Feature settings:

https://support.microsoft.com/en-us/help/191660/directdraw-or-direct3d-option-is-

unavailable

If you use Supply Chain Guru X on a virtual machine (VM), you must enable 3D Support

for the video card 3D Graphics setting. This is required to display maps. For example, with

vSphere, the VM settings should look similar to the following:

10


https://support.microsoft.com/en-us/help/179113/how-to-install-the-latest-version-of-directx

https://support.microsoft.com/en-us/help/179113/how-to-install-the-latest-version-of-directx

https://support.microsoft.com/en-us/help/191660/directdraw-or-direct3d-option-is-unavailable

https://support.microsoft.com/en-us/help/191660/directdraw-or-direct3d-option-is-unavailable

Operating system

Coupa's Supply Chain desktop products require the following:

Minimum Recommended Notes

Supply Chain Guru Xl Windows 8.1 (64-bit)

l Windows 10 (64-bit)

l Windows Server

2012 R2

l Windows Server

2016

l Windows Server

2019

Windows 10 (64-bit) None


Windows 8.1 (64-bit) Windows 10 (64-bit) None

11


Additional required software

Microsoft.NET

Supply Chain Guru X

l Microsoft .NET Framework 4.7.1 is required (provided with Supply Chain Guru X

installation).

l Microsoft .NET Framework 4.7.1 is provided by default on manyWindows 10 install-

ations. It can also be downloaded and installed on other supported operating sys-

tems.


l Microsoft .NET Framework 4.7.1 is required (provided with Data Guru and Demand

Guru installation).

l R-Install 3.3.2 is required for Data Guru’s Time Series Forecasting action and

Demand Guru. For more information, visit https://www.r-project.org/about.html.

Microsoft Visual C++

Supply Chain Guru X

l Microsoft Visual C++ 2013 Redistributable (x64) is required.

l Microsoft Visual C++ 2015-2019 Redistributable (x64) is required.

l These redistributables are provided with the Supply Chain Guru X installation.


l Microsoft Visual C++ 2013 Redistributable Package (x64) is required.

l Microsoft Visual C++ 2013 Redistributable Package (x86) is required.

12


https://www.r-project.org/about.html

Python

Python is required for Supply Chain Guru X when using Simulation scripts that have been

defined in Python, and it is provided with the installations.

l Supply Chain Guru requires Python 2.6.2

l Supply Chain Guru X requires Python 3.8.5

Database requirements

Supply Chain Guru X

Supply Chain Guru X models are stored in Microsoft SQL Server format. If not already

installed, SQL Server 2017 Express RTM LocalDB will be installed as part of the Supply

Chain Guru X installation process. The SQL Server 2017 database instance will be used

as the default for Supply Chain Guru X with new installations.

The default database version for Supply Chain is SQL Server 2017. If you previously had

SQL Server 2016 LocalDB installed and used as the database instance for Supply Chain

Guru X, Coupa recommends that you now use the SQL Server 2017 LocalDB. You can

specify it as the default LocalDB instance as described below:

Use the SQL Server 2017 LocalDB

1. Navigate to C:\Users\<username>\AppData\Local\LLamasoft, where <username>is your login name on the computer.

2. Delete the LocalDBInstance.txt file, which specifies the SQL Server LocalDB

instance that Supply Chain Guru X uses.

3. Start Supply Chain Guru X. When there is no LocalDBInstance.txt file, Supply Chain

Guru X creates a new file and uses the LocalDB instance for the newest version of

SQL Server (in this case 2017).

13


During Supply Chain Guru X installation, the installer creates an instance using the cur-

rent default SQL LocalDB. If you already have multiple SQL Server versions installed at

the time you install Supply Chain Guru X, the default SQL LocalDB is typically the latest

version. Therefore, if you have SQL Server 2016 and SQL Server 2017 installed, Supply

Chain Guru X will use the 2017 version. SQL Server databases are not backwards com-

patible, so once your models are in SQL Server 2017 format, you cannot convert them

back to SQL Server 2016.

If you plan to connect to a SQL Server Express edition server, be sure to select the UseUser Instance option on the Database Servers tab in Application Settings.

If you plan to connect to a SQL Server Standard edition server, you will need the service

account for the server to have access to the folder(s) you want to use it for. You can either

set up a different account in SQL Server settings that has those permissions, or modify

the permissions on the folders themselves. Coupa recommends updated permissions for:

l C:\Users\<username>\Documents

l C:\Users\<username>\AppData

Supported SQL Server versions

The SQL Server versions supported with Supply Chain Guru X and the Supply Chain plat-

form are as follows:

SQL Server2014

SQL Server2016

SQL Server2017

SQL Server2019

Supply Chain Guru X Yes Yes Yes Yes

Supply Chain (plat-

form)Yes Yes Yes - Default No

14


l Newmodels and databases created on Supply Chain use SQL Server 2017.

l Supply Chain Guru X currently installs SQL Server 2017 LocalDB. If your current

LocalDB instance is SQL Server 2016, you can specify SQL Server 2017 as the

default LocalDB instance. See Use the SQL 2017 LocalDB for more information.

l While Supply Chain Guru X supports SQL Server 2019, Coupa does not recom-

mend use of this version unless you use only the desktop product.

Database recovery model option - Simple vs. Full

The Simple database recovery model option is recommended when point-in-time data-base recovery is not needed, as this can significantly reduce log file disk space usage.

Simple recovery is commonly used by customers who backup the database frequently

and can accept data loss since the last full or differential backup. The recovery option set-

ting is a database property that can be changed at any time:

If you have disk space concerns, you may be able to address this issue by also using the

Simple option as your Recovery model setting when creating a new database:

15


Data Guru

Data Guru can directly connect to a variety of databases and other data sources (see

Data Guru Connection Options), but it requires a local instance of SQL Server for storage

of project meta data describing the integration.

An optional SQL Server LocalDB instance can be created during application installation.

However, installation of Microsoft SQL Server full edition or PostgreSQL is recom-

mended.

User rights

Full administrative rights on the target machine are required to install and properly con-

figure Coupa products.

Internet connectivity

You can view and analyze Supply Chain Guru X models in an offline mode; however,

there are times when a model requires access to the internet to refresh data. Similarly,

Data Guru and Demand Guru use the internet for certain data transform actions. Internet

connectivity is required to make use of geocoding and routing providers (see Geocoding

Services and RateWare XL Server in the next section). These web service calls from the

software can be blocked by corporate firewall services if certain ports are blocked.

In most cases, Coupa uses port 443 for SSL connections; if unavailable, then port 80 is

used. The following outside services are utilized:

l *.virtualearth.net (BING)

l Maps.live.com (BING)

l *.maps.live.com (BING)

16


Topics/Data_Guru_Connection_Options.htm

l *.openstreetmap.org

l api.map.baidu.com (Baidu)

l *.api.here.com (HERE)

l api.mapbox.com (Mapbox)

l openapi.naver.com (Naver)

l api.cloud.ptvgroup.com (PTV)

l api2.sktelecom.com (T Map)

l core.its-mo.com (Zenrin)

The following support article describes how to set up the proxy settings within Supply

Chain Guru X: https://support.coupa.com/s/article/Web-Services-Proxy-Settings

If configuring the proxy settings does not work, Coupa can provide the User Agent

Strings, Hosts, and URLs of the http headers used by Supply Chain Guru X when calling

web services. Contact [email protected] for assistance.

The following website provides examples of proxy scripts that are set up to allow for these

type of exceptions: http://technet.microsoft.com/en-us/library/dd361918.aspx.

NoteData Guru and Demand Guru do not require the proxy settings described in the

support article.

17


https://support.coupa.com/s/article/Web-Services-Proxy-Settings

mailto:[email protected]

http://technet.microsoft.com/en-us/library/dd361918.aspx

The software described here allows you to take advantage of additional features and func-

tionality provided by Coupa.

Microsoft Office

Coupa desktop Supply Chain products support Microsoft Access and Microsoft Excel

formats for a variety of functions. For example, the tables in each application support

import and export of Microsoft Excel data. Supply Chain Guru X supports Excel files as

data sources for input pipes. Data Guru also supports Access databases when running in

32-bit mode.

If you wish to use these features with a Coupa desktop application, we recommend that

you have Microsoft Office installed on the same machine as the application.

Special considerations for Microsoft Access use

If you have Microsoft Office 32-bit installed, you may encounter issues with Data Guru pro-

jects. With Microsoft Office 32-bit, Data Guru opens as a 32-bit application to ensure the

Access database connection will work. However, you may encounter "Out of Memory"

issues with the 32-bit version of Data Guru.

Supply Chain Guru X is available as a 64-bit application only. Data Guru projects run from

Supply Chain Guru X will be 64-bit.

Optional Third-Party Software

18

To resolve the issue with 32-bit Microsoft Access:

1. With Microsoft Office 32-bit installed (for example MS Office 2016 32-bit), download

and install the Microsoft Access 2013 64-bit runtime.

2. When the installation is complete, run Data Guru 64-bit and connect to an Access

database. The Access database is now successfully connected to Data Guru 64-bit,

even though the 32-bit version of Access is installed. Data Guru checks the data-

base engine driver and can use the 64-bit runtime version to connect.

Microsoft Access Runtime downloads are available here:

l 2010 Access Runtime - https://www.microsoft.com/en-us/-download/details.aspx?id=10910



PC*Miler

Supply Chain Guru X supports PC*Miler for geocoding, routing, and distance calculation.

You must have PC*Miler with PC*Miler|Connect. PC*Miler|Connect must be on the same

machine that the Supply Chain Guru X application is installed on.

Supply Chain Guru X can work with PC*Miler version 29 or higher.

For information about PC*Miler | Connect:

http://www.pcmiler.com/products/pcmiler-connect.aspx

Coupa recommends that you set up PC*Miler using the instructions provided by ALK.

19

Supply Chain Guru Product Family Optional Third-Party Software

https://www.microsoft.com/en-us/download/details.aspx?id=10910






http://www.pcmiler.com/products/pcmiler-connect.aspx

After installing PC*Miler,Supply Chain Guru X shows it as a provider when it detects the

instance of PC*Miler|Connect installed. You can use the PC*Miler License Tool to confirm

that PC*Miler|Connect is installed.

PTV XServer Internet

Supply Chain Guru X supports PTV XServer Internet for geocoding, routing, and distance

calculation. To use PTV XServer Internet, you must obtain a license from PTVGroup.

Geodata services

You can use a geodata service provider to convert an address to a latitude/longitude tuple

in support of geographic rendering of the supply chain flows. For example, Bing is a trans-

actional geocoding service provided by Microsoft and requires an account to use it. Bing

results in successful geocoding in many cases of different spellings and structures (for

example, state specified vs. not specified). It can often accurately interpret either a local

language, English, or alternate spelling of names for streets and cities. However, in some

areas (such as Eastern Europe), providing postal code information can actually prevent

Bing from successfully geocoding sites.

Mapbox

Mapbox is Coupa’s default geodata provider. The Data Services Tera package provides

50,000 geocoding and 250,000 distance lookups per company per year. If you require

additional geocoding or distance lookups, please contact your Coupa account manager.

Other supported geodata services

Other geodata services supported include:

20


l Bing

l Here.com

l Baidu

l PCMiler

l T map

l Zenrin

l PTV XServer Internet

For any road-level detailed maps, internet access is required.

RateWare XL Server

Supply Chain Guru X supports RateWare XL from SMC3 for obtaining tariff rates. These

rates are based on origin, destination, and weight of shipments, along with the freight

class of products. This service requires an account with SMC3 and a live internet con-

nection. You must set up valid connection credentials within your Supply Chain Guru X

application.

Third-party reporting tools

Any Business Intelligence (BI) or third-party reporting tool that can connect to Supply

Chain Guru X data sources via ODBC can be used to create visualizations and reports.

21


New users conducting ad hoc or one-off analyses often rely on Excel or flat-file interfaces

to import master and transactional data from enterprise systems and data warehouses.

Data Guru is useful for accelerating initial model building as well as automating the model

refresh process. This section describes the options for handling data.

On-demand import

Users running on local hardware can continue the process of manually refreshing their

data in the Supply Chain Guru X model via MS Excel, or by using csv or txt files. This tech-

nique is very common for data updates.

Input pipes

Input pipes offer a more automated method for refreshing data. An input pipe establishes

a pointer to an external data source that is automatically triggered when the model is

loaded into memory. Input pipes are best utilized when entering costs associated with vari-

ous policies and structural elements in a model. To make changes to costs efficiently, you

define external data as input pipes. This uncouples the structure from the costs so that

model costs can be updated whenever they are changed in the external linked file.

Integration Strategies

22

The advantages of input pipes include:

l Making data entry and editing easy

l Dynamic readability of data sources

l Flexibility of data source type

Row-column lookup

This is the equivalent of an Excel pivot table, in which values are read from a row-column

union index. This is also known as an x-y lookup, where x corresponds to the rows and y

corresponds to the columns. A unique combination of the two dimensions x and y extracts

the value and places it into the target field. You can set up input pipes that look up a range

of values rather than matching values. For row-column lookups, you can set up one or two

ranges for the lookup. When using a range lookup, the field represents the lower limit of

the range.

Standard lookup

This is a standardized lookup table where multiple dimensions of lookup parameters can

be stored. Any combinations of these multiple dimensions can be retrieved and input into

the target cells. If looking up two parameters which are normalized, then standard tables

provide the most efficient lookup tool. You can set up input pipes that look up a range of

values rather than matching values. When using a range lookup, the field represents the

lower limit of the range.

Transportation Cost Rate Table

You can automatically look up many transportation rates and input them into the Shipping

Rates table in Supply Chain Guru X. Optionally, you can look up rates from the available

databases for the various transportation lanes. The following base rates are available:

23

Supply Chain Guru Product Family Integration Strategies

l UPS Ground Commercial

l UPS Ground Residential

l UPS 3 Day Select

l UPS 2nd Day Air

l UPS 2nd Day Air AM

l UPS Next Day Air Saver

l UPS Next Day Air

l UPS Next Day Air Early AM

l FedEx Ground Business

l FedEx Home Delivery

l FedEx Express Saver

l FedEx 2Day

l FedEx 2Day AM

l FedEx Standard Overnight

l FedEx Priority Overnight

l FedEx Overnight

Due to limitations in available data, this tool works best for costing transportation lanes

between sites in North America.

Dynamic simulation pipe

For simulation models only, dynamic pipes typically are used to repeatedly look up trans-

portation costs based on a variety of factors (shipment weight, volume, total units) during

the simulation run. Once you define the connection to the data source, the simulation

engine looks up the cost whenever needed. You can use this type of pipe to populate the

Variable Transportation Cost field in the Transportation Policies table. Currently, only .csv

files can be used with dynamic simulation pipes.

24


Data Guru connection options

Data Guru is the recommended method for automated data refreshes, and it can be used

to regularly refresh data elements in established models as well as for initial model build-

ing activities. The user interface enables you to quickly locate and connect to a variety of

data sources and extract the data you need.

Databases

The following database types are supported by Data Guru, and connections to these data-

base types can be created for the methods and modes listed:

Connection Read Write Workspace

Access X X -

Hive (ODBC) X - -

IBM DB2 (ODBC) X X -

ODBC X X -

Oracle X X -

Oracle (ODBC) X X -

PostgreSQL X X X

SAP Hana X X X

SQL Server X X X

SQLite X X -

Teradata X X X

Teradata (ODBC) X X X

l [Read]: Database Import, Select, Aggregation, and SQL import actions can be usedto read data from these databases

25


l [Write]: Database Import, Select, Aggregation, SQL Import, and insert user dataactions can be used to write data to these databases

l [Workspace]: A database used by Data Guru when transforming and blending data

within a project

Files

l Delimited Files [Read/Write]

l Any flat file with delimiters

l Fixed-width files are not supported

l Excel [Read/Write]

l File extensions of xls, xlsx, xlsm

l Worksheets

l Named Ranges

Applications

l SAP [Read/Write]

l Direct SAP client login

l Tableau [Export]

Web services

l Supply Chain Guru X

l Coupa Data Services

l ChainAlytics iFMI Server

26


Bing

l Microsoft Bing account (Bing key required)

Cloud data refresh

Several options are available for refreshing model data on the server:

l Create or update a model locally using either the Supply Chain Guru X desktop cli-

ent or Data Guru, and then upload it to the server.

l Create models and edit model data on the server using Supply Chain Guru X.

l Upload data to populate a new model on the server or, if present, overwrite any

existing contents of the model. Data can also be downloaded from an open model

on the server.

l Upload data into a specific table within an open model on the server.

l Use Coupa’s Data Services to access reference and benchmark data for modeling.

27


The data and other information available here can help predict expected performance and

model runtimes. However, note that while great effort has been made to provide the most

accurate statistics and analyses, every site configuration is unique and actual results will

vary.

Model optimization performance

The performance characteristics of optimization software are fundamentally different from

traditional transactional platforms. Response time and performance can be predicted

(with varying degrees of accuracy) for transactional systems based on capacity loading

assumptions such as number of users, transactions per day, network and hardware archi-

tecture, etc. In a recent study, Coupa researchers collected over 2,000 models, then

grouped and categorized them into roughly 100 classifications for performance analysis.

Model Size and Scalability

28

The following illustration depicts some of the classifications:

Your Coupa account representative can arrange a briefing on the details of this analysis.

The key conclusion of the analysis is this: there is no correlation between the numberof variables and constraints in a model and amount of time required to solve. Thefollowing charts illustrate some of these findings.

29

Supply Chain Guru Product Family Model Size and Scalability

The following chart depicts how solve time can be affected when only the number of vari-

ables is considered -

30


The addition of binary or integer constraints (batch-wise production, incremental lot sizes,

modeling individual container sizes for transport, etc.) can add an exponential factor to

the time required to solve -

Note that these conclusions are not associated with the design of the Coupa products.

These characteristics are derived from industry standard solvers common to numerous

planning platforms employed by software products across the Supply Chain Planning and

Optimization space.

Coupa’s Applied Research team is available to assist with model tuning to improve per-

formance.

31


Sample hardware configurations and run times

The traditional platform for supply chain design software is a laptop or desktop envir-

onment. Coupa’s strategic direction is to enable all supply chain design tasks to be per-

formed in the cloud. However, while the cloud platform is expanding quickly, as of this

writing, a local computing platform (and license) is still required for model construction

and data integration activities.

The following table provides sample hardware configurations and run times for a range of

models – from simple, to moderately detailed, to very large. While an effort was made to

provide some sizing metrics for guidance, until the final model is built with all its con-

straints, it is extremely difficult to predict run times. The information presented here

should help determine how much to invest in laptop/desktop performance.

32


Model Size and Scalability Sample hardware configurations and run times

Supply Chain Product Family Supply Chain Product Family Deployment Guide 33

This section describes the most common techniques for addressing scalability and per-

formance issues.

Supply Chain Guru X Performance

Tune the Model

Once a model has been constructed and validated to solve and meet output expectations,

the Coupa Applied Research department can provide expertise in analyzing and tuning

that model. These minor adjustments typically do not require any software customization.

Contact your Coupa Account Representative to arrange for this service.

Increase laptop/desktop performance

Insufficient memory is a common cause of performance problems. The underlying optim-

ization solvers can consume two or three times the amount of memory as the initial basic

formulation in an attempt to improve response time. Whenever physical memory limits are

reached, the operating system will begin to page and thrash portions of the problem to the

disk, which dramatically degrades performance. If the model is too large to load into the

application, it may crash.

Processor speed and number of cores can also influence solve time.

Performance Improvement

34

Optimize on a local server

From an IT perspective, there are several advantages to setting up a server-based imple-

mentation of the Coupa desktop family of products:

l Advantages

l Shared access to high-performance hardware. As the number of usersgrows, it becomes more cost effective to have a central shared computing plat-

form instead of investing in stronger local hardware.

l Performance Monitoring and Load-Balancing. The environment can be vir-tualized in a server farm to ensure good performance.

l Automated backup and recovery can be more easily administered.Many corporate IT protocols provide for automated backup of end-user com-

puting platforms as well; however, recovery might not be as smooth.

l Software Upgrades. Coupa is a highly innovative software firm and typically

provides several releases per year. Managing these releases can be easier

on a server.

l Disadvantages

l IT Support Required. Setting up and managing a server requires IT support,which is increasingly in short supply. Most IT organizations have significant

lead times for project support.

l Reduced Flexibility. From an end-user/modeler perspective, a server imple-

mentation limits the flexibility of the user due to network access dependency.

Modelers who frequently travel and/or work offline will prefer to invest in a

stronger laptop and/or the cloud approach instead of a server-based install-

ation.

35

Supply Chain Guru Product Family Performance Improvement

Guidance

l When the frequency of model refreshes from enterprise systems must be at

least monthly or weekly, setting up a server-based environment is recommended.

Most classic supply chain design use cases do not require frequent data refreshes

and typically work from a snapshot of data (for stability of analysis reasons) through-

out the duration of the project or initiative. Use cases supporting S&OP and/or

order fulfillment strategies require frequent refresh of inventories and customerorder data, and perhaps other data as well. When enterprise data needs frequent

refresh, a central common data hub for integration and/or server-based installation

should be considered.

l When the number of users grows large (more than a dozen) and the majority

of the models are moderately detailed or large, then a server-based envir-

onment may be appropriate. The key factor in this equation is whether your stand-

ard laptop configuration is robust enough to be productive without hitting memory

limitations. The Cloud Solver is an attractive option for running models, but if your

laptops require significant investment or upgrade just to perform basic modeling

tasks, then a server environment may be a less expensive solution.

Server deployment considerations

All of the same basic requirements for hardware and third-party software apply to server

deployments. There is no client/server (or otherwise different) version of Coupa's desktop

software specifically designed to run on a server.

Server-based licensing subscription

A third-party licensing software application, Reprise License Manager (RLM), is required

to run on the license server computer and track how many licenses are available and how

many licenses are in use.

36


Coupa provides a copy of RLM, along with comprehensive installation instructions to

assist with the deployment of RLM on aWindows license server machine.

Shared server remote desktop access

MS Remote Desktop Services or Citrix Desktop Terminal Services are recommended.

NoteIf more than two concurrent terminal server connections to the Shared Server com-

puter are required, that server is then considered a Terminal Server by Microsoft,and you must pay for Remote Desktop Services Client Access Licenses (RDS

CALs) to enable users to connect to it. These separate licenses are purchased dir-

ectly from Microsoft Corporation.

Virtualized server deployment

Coupa's software must be installed on a Microsoft Windows operating system. Coupa

does not preclude the deployment of its software within a virtualized deployment.

Optimize on the cloud

The cloud platform provides excellent price performance by enabling users to solve mul-

tiple what-if scenarios in a fraction of the time it would take to run them locally. Users can

solve models either locally or on the cloud as needed. The two environments work

together to fully support the modeling process.

Component Standard Laptop Coupa Cloud SolverDesign Engine Servers**

Default Option 1 Option 2

CPU Cores Dual Core

2.4 GHz

4 Core

2.5 GHz

8 Core

2.5 GHz

16 Core

2.5 GHz

Logical Processors 4 8 16 32

37


Component Standard Laptop Coupa Cloud SolverDesign Engine Servers**

RAM 32 GB 64 GB 128 GB 256 GB

Hard Drive 7200 RPM SSD SSD SSD

**Specifications represent an example hardware setup for Coupa's cloud solver. Options

1 and 2 are available for an additional charge.

l Advantages

l No IT Support Required. The cloud option is immediately available to exist-ing Supply Chain Guru X desktop users.

l Unlimited Power On Demand. Solve requests are added to a queue, whichautomatically launches additional servers as needed.

l Built-in Parallel Processing. The cloud solver automatically processes mul-tiple what-if scenarios in parallel that would otherwise be run sequentially on

local hardware.

l No hardware to maintain. No operating system updates or hardware to man-

age.

l Collaboration and Knowledge Management. The cloud enables publishingand sharing of models under controlled security permissions within the organ-

ization.

l Disadvantage

l IT Approval Required.Most IT organizations must verify that Coupaprovides adequate security controls, which requires additional time prior to the

actual implementation process. Refer to Security for more information.

38


d2/ProdDep_Security.htm

Data Guru performance

Data Guru uses relational databases as its primary data processing engine, and so per-

formance is impacted by the available RAM as well as the type of storage. Any per-

formance improvements made to the MS SQL Server environment also benefit Data

Guru. MS SQL Server Express is included with the client installation of Data Guru.

Data Guru allows you to transform your data on a cloud or local server. If the data trans-

formation process is to occur locally, you should upgrade your hardware. A Solid State

Drive (SSD) and increased memory are strongly recommended.

BasicClient

StandardClient

Low EndServer

StandardServer

HighPerformance

Server

PurposeUser client machinefor day-to-day work

Dedicated data server to be accessed byclient machine

Data (GB) 4 or less 6-10 10-30 30-60 75 or greater

CPU Intel i7 Intel i7 Single

Xeon pro-

cessor

Single

Xeon pro-

cessor

Dual Xeon pro-

cessor

Memory(GB)

6 10 32 64 128 or greater

HardDrive

240 BG

SSD

500 GB

SSD

RAID Array RAID Array SAN/SSD

RAID Array

SQL SQL

Express

SQL

Express /

SQL Stand-

ard

SQL Stand-

ard

SQL Stand-

ard

SQL Enterprise

OS Win 8 (64-

bit)

Win 8 (64-

bit)

39


Desktop products

Supply Chain Guru X desktop client, Data Guru, and Demand Guru are installed on cus-

tomer hardware and are therefore subject to their company’s internal security protocols

and procedures. Supply Chain desktop product users should be advised of these pro-

cedures.

Cloud products

In recognition of the sensitive nature of data involved in supply chain design, Coupa takes

security very seriously. This section describes our SaaS offering and the security meas-

ures in place.

Service provider locations

Coupa currently hosts our cloud products with secure data center provider AmazonWeb

Services for additional on-demand processing power. The data centers are located in the

United States.

Physical security

The cloud platform is housed in AmazonWeb Services top-tier data centers with secure

cages, redundant power, and diverse high bandwidth access through the Internet.

Security

40

SOC Certification

Coupa's data center providers are SSAE 16 (SOC 1, SOC 2) certified, and SAS70-cer-

tified tier 3. SOC reports that thoroughly describe the physical controls in place for

AmazonWeb Services are available upon request to Coupa customers with an active and

current mutual Non-Disclosure Agreement.

Infrastructure security

Internet access to cloud platform is hardened. Online access points are restricted to

secure HTTPS. Coupa can establish secure communication sessions to our services

using SSL (Secure Sockets Layer). No other ports are opened.

There are no wireless access points as a part of the Coupa networks at our data center

co-location provider. This restriction is an additional control to ensure that no wireless

access is possible to the servers and systems.

The firewall is Next Generation. All systems have malware protection software installed

and active. Automatic updates are in place. All users must be authenticated for access.

Data security

Supply Chain Guru X desktop users may exercise the “Cloud Solver” option to push their

models to our hosted solver and optimize on the cloud for scalability and performance

benefits. The data transfer method employs a secure encrypted tunnel. The encryption

method is AES 256. Upon completion, the results are returned to the desktop using the

same secure method. All data transfers between client systems and our cloud are sim-

ilarly secured.

Modelers can also upload a completed model from Supply Chain Guru X desktop or auto-

mate a model build/refresh using Data Guru. These models can persist in our cloud and

be shared with co-workers. All traffic between customer sources (behind the customer fire-

41

Supply Chain Guru Product Family Security

wall) and the cloud platform are encrypted. Models at rest in the system are similarly

encrypted.

l TLS is required.

l SSL 2.0 and 3.0 are not supported.

l SFTP is not supported.

For retention purposes, administrators and builders can choose when to delete models

from our cloud server. Coupa does not delete any customer data as long as the customer

maintains their term license subscription to the service. Upon termination, it is the cus-

tomer’s responsibility to download any models or data they wish to archive.

Unless prior arrangements are made, Coupa deletes all customer data after the ter-

mination of service. Backups are retained for 30 days, and then those backups are auto-

matically deleted.

Chain of custody follows the licensee. In the event of a merger, acquisition, or divestiture,

users may need to change their email addresses and re-authenticate their logins.

The cloud platform is a multi-tenant system; however, all customer data is segregated

and stored independently in separate file systems. Strong separation of duties is enforced

to ensure data privacy.

Production environments are physically and logically separated from all other envir-

onments, including development.

Privacy Shield

Coupa is certified under the EC- and Swiss-approved Privacy Shield program admin-

istered by the U.S. Department of Commerce and enforced by the U.S. Federal Trade

Commission. The Privacy Shield certification covers Business Personal Data, the core

information necessary for Coupa to license, support, and maintain its software and ser-

vices, as well as provide credentialing and use authorization.

42


GDPR

The cloud platform is compliant with the European Union General Data Protection Regu-

lation 2016/679 (GDPR). This includes the use of Business Personal Data, the core

information necessary for Coupa to license, support, and maintain its software and ser-

vices, as well as provide credentialing and use authorization.

Monitoring

Proactive system and network monitoring systems are in place 24x7x365 to provide

important security measures such as distributed denial of service (DDoS) protection and

password brute-force detection on accounts.

Internal vulnerability scans/penetration tests are completed two times per week. External

vulnerability scans/penetration tests (by an independent third party) are completed a min-

imum of once a year.

The system is scanned twice a week for vulnerabilities.

Audit logs are monitored and retained for at least 90 days.

We maintain a documented system patch and security update procedure. All system

patches are regularly updated. Typically, systems are updated at least once a month, and

more frequently in the event of a critical security patch.

A defined and documented incident response process is in place, as well as a breach noti-

fication procedure.

Application development

Coupa adheres to industry best practices for secure application design and development.

Our staff utilizes a SAST (Static Application Security Testing) product, which is a com-

mercially available third-party tool to analyze source code for security issues on a regular

basis.

43


Backup and recovery

The system is backed up (full backups) nightly. Backups are encrypted and stored at a dif-

ferent data center. Two full weekly instance backups are retained. A disaster recovery

plan is in place. Users can also download models to their desktop as a redundant backup

step.

Files deleted accidently may be recovered provided that a support request is submitted

immediately. Daily backups are relocated to offsite storage every 24 hours.

Uptime

Planned maintenance is scheduled in advance to minimize customer impact for the North

American Hosted Platform. Coupa reserves the right to change the schedule. A noti-

fication is sent to all users at least 24 hours in advance of any planned maintenance.

User login

Each user has authenticated and unique security credentials, eliminating the need for

shared passwords or keys while supporting the security best practices of role separation

and least privilege.

44
