Siebel Pricing Administration Guide > Creating Product Offers >

Migrating Product Offers Using Workspace Projects

You can migrate product offers from one Siebel CRM environment to another by using workspace projects.

You can export just the product offer header or the full structure of the product offer, including all its child objects. If you export the full structure, then all the objects that the product offer refers to must exist in the target environment, including products, promotions, and eligibility and compatibility matrixes. For example, if you migrate a product offer that includes the product named Wireless Service and the component product named SMS Unlimited, then the product offer import fails if the products Wireless Service and SMS do not exist in the target environment.

To migrate product offers using workspace projects

1. Export the product offer from the source environment:
   1. Navigate to the Administration - Product screen, then the Workspace Projects view.
   2. In the Workspace Projects list, add a new record and complete the necessary fields. Some fields are described in the following table.

      Field	Comments
      Name	Enter a name for the workspace project.
      Effective Start Date	Enter the date that the application uses to determine what versions must be exported for dependent items. When you import a workspace, this field is also used to set the start date of the versions released from the workspace project.

   3. Click the Contents view tab.
   4. In the Contents list, click Add to add a new record.
   5. In the Select Versioned Object dialog box, select the product offer that you want.
   6. Continue to add new records and to select new product offers until you have selected all the product offers you want to migrate.
   7. From the Workspace Project menu, select Export Contents.
   8. In the Export Contents dialog box, choose one of the export options and click OK. Options are as follows:
      • Object(s) only export. Exports the product offer header information only.
      • Full structure export. Exports the product offer header and all of its child objects, including Responses, Actions, Recommendations and Messages. Full structure does not include product or promotion definitions.
   9. Use the dialog box to save the contents in an XML file in a location that you can access from the target environment.
2. Import the product offer to the target environment:
   1. Navigate to the Administration - Product screen, then the Workspace Projects view.
   2. In the Workspace Projects list, add a new record and complete the necessary fields. Some fields are described in the following table.

      Field	Comments
      Name	Enter a name for the workspace project.
      Effective Start Date	Enter the date that is used to set the Start Date of the versions released from the workspace project.

   3. From the Workspace Project menu, select Import Contents.
   4. In the dialog box, select the XML file with the content you want, and click on OK

      The product offers from the XML file appear in the Contents view, and are all locked.

   5. Click Release All.