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Managing Changes in SAP Sales Cloud and SAP Service Cloud solution Using Transport Management

7 min read

Introduction

Transportation Management is an in-built tool within SAP Sales Cloud and SAP Service Cloud solution for moving changes between the tenants during or after a project implementation.

The tool is available to be executed by your project team members via Administration Work Centre in the SAP Sales Cloud and SAP Service Cloud solution.

The key use cases of the tool include:

  1. Before Going Live – Move changes from Test environments to Production (Prod) environments post User Acceptance Testing (UAT)
  2. After Going Live- Manage ongoing changes created in Test or Development (Dev) environments and move to Prod post testing and change approval process as per organisational policies

Depending on the customer’s tenant environments, potential movements could be as below:



Supported Framework

  • Transport Management supports movement between the tenants commissioned for a specific customer
  • The source and the target tenant need to be in synchronisation in terms of fine tuning and configuration activities

Objects in Scope

Transport Management may be used to move any of the following objects across the tenants which are currently supported by the solution:

  • Adaptation Changes
  • Add-On Solutions
  • Business Roles
  • Code List Custom Order
  • Code List Restrictions
  • Custom Work Center
  • Key User Extension Fields
  • Language Adaptations
  • Local Form Templates
  • Mashups
  • Organized Work Centres
  • Surveys
  • Templates
  • Workflow Rules

Business Scenario

Customer – Global Energy Unlimited (GEU)

Key User - Graham

GEU is live with SAP Sales Cloud and SAP Service Cloud solution for employee support tickets. Moving ahead with the learning journey for their employees they want to introduce feedback surveys for their employees. Graham has created a survey in the Test tenant of GEU. User Acceptance Testing (UAT) has been accomplished in the test tenant and now Graham wants to move the newly created survey to the Production tenant.

Graham uses the Transport Management tool to move the survey through the following steps:

Step 1.  Graham Creates a Transport Route from the Source System

The first step for Graham to manage his transport is to define transport routes from the source system to the target system.

Under Active Systems, the Transport Route column indicates if a Transport Route exits.

Selects row showing source system details and clicks on ‘Create Transport Route’


The Target system look up displays all the tenants provisioned for GEU which do not have an existing Transport Route with the source tenant i.e. the tenant from which the request is being created.

 


Graham selects the relevant tenant (Production tenant in this case) and completes the process of requesting the Transport Route.


Step 2.  Graham Creates a Transport Request in the Source System




Graham selects the objects to be transported:


Graham observes that the options ‘Update Mandatory Dependencies’ or ‘Add Optional Dependencies’ are not active.

These only get activated based on the selected Transport Objects. 

The status the request gets changed to ‘Imported’


More information on status and other details on creating Transport Request is available at:

Transport Request - Status and Configuration Details


Graham further checks the Log messages to verify progress of Assembly:


He also checks ‘Transport Content’ tab which shows the transport object attachment.


Once released, the flag ‘Action Required in Target System’ is updated which Indicates if any action is required in the target system. The checkbox is selected if the transport object is ready for activation in one or multiple target systems. The field is reset after the actions are complete in all the target systems.

Step 3.  Graham Activates the Received Transport Request in the Target System

Graham logs into the Target system and opens the ‘Transport Management’ view in Administrator work centre and selects ‘Transport Requests Ready for Activation’ query:


Graham verifies all the details of the Transported Object as entered in the source system in Step 2:

Graham activates the received Transport Object:

After successful activation, transportation process is accomplished and Graham is able to see the transported survey under Survey Work Centre.

Troubleshooting

In case of errors during assembly in source system or activation in the target system, find the details in the 'Transport Logs' tab using 'Show All' option and rectify them as per messages:

Minimise Errors

Always ensure that the source and target tenant are sync in terms of fine tuning and configuration before transporting the required objects.






Conclusion

The article has introduced you to the concept of Transport Management and has detailed the steps required to move changes between the tenants during or post SAP Sales Cloud and SAP Service Cloud solution implementations.

Now, you should be able to use the tool to manage changes between the available tenants in the customer landscape.

Help.SAP.com documentation

Help Documentation will provide a deeper dive on the topic:

Transport Request - Status and Configuration Details

Manage Transports

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