Setup | Import offering setup

Hi, my name is Dee. In this video, you will learn how to import your offering setup. You need the Application Implementation Consultant role to perform this activity. Before you can import, you must first export your offering setup as described in the Export Offering Setup tutorial.

To start, go to offering Setup.

Click Setup and Maintenance.

You’ve successfully exported the setup data of Supply Chain Planning and now you are ready to import it to another environment.

Click Setup drop-down list and Supply Chain Planning.

Create a new import process. If you export setup data of an entire offering, you start the import process from the offering.

Click Actions and select Import > Create New.

Next, select the configuration package file that contains the exported setup data that you want to import.

Highlight the Browse button.

First, open the file.

Navigate to and select the configuration package file.

Click Open.

The Configuration Package Details section shows the basic information about the exported file so you can verify whether or not you have selected the correct file. If you need to, you can use the update button to select a different file, but this looks good.

Highlight the Details section.

By default, the import process will pause if any errors are found during import, so you can take the corrective actions before it continues. If you want, you can change this option and allow the process to run without pausing. However, be aware that if any prerequisite data fails, additional dependent data might not be imported correctly. There might be some data that can’t be imported automatically and requires you to import it manually. By default the import process pauses each time data must be imported manually. You could change this option, if all data required to be imported manually already exists in your environment. Highlight the Pause process each time an error occurs and the Pause process each time manual import setup data is required checkboxes.

Although feature selection – that is, the opt-in configuration--is exported along with the setup data, it’s not automatically imported. If you want to import opt-in configuration you have to explicitly select the Import Feature Selection checkbox and then Submit.

Highlight the Import Feature Selection checkbox.

Submit the process.

Highlight the Submit button.

When you choose to import the opt-in configuration, a warning is displayed that the import will override the opt-in configuration of the current environment. Confirm that this is what you want to do.

Click Yes.

When you choose to import the opt-in configuration, a warning is displayed that the import will override the opt-in configuration of the current environment. Confirm that this is what you want to do.

Highlight the warning at the top of the page and then highlight the Pre-Import Tasks section.

These are the same manual tasks that you received a warning about at the end of the export processing. Ensure that you’ve entered this setup data and then select Resume.

Click Resume.

Once you resume the import process, you receive a confirmation.

Highlight the Yes button.

The status of the import process is displayed on the setup page. Continue to watch the process until it completes.

Click the Status of the Import process.

If any setup requires manual data entry during import, the process pauses and you didn’t change the default import options, the status shows Waiting for manual import. Drill down to review what you have to enter manually.

Click the Status of the Import process.

Here you see that you have to grant user access to the Reference Data Sets manually. So, go to the appropriate page to enter the data.

Highlight the Business Objects section.

Drill down on the task name.

Click the task name.

Once you complete you data entry, return to the Import Process page.

Click Done.

And resume the import process.

Click Resume.

Confirm that you want to continue.

Click Yes.

The Import process resumes. Now watch the process until it completes.

Highlight the process status once it starts again. Click the status when completed.

Review the summary of the process. The process was successful. Now review if there are any manual tasks that you need to complete. If so, ensure they are correctly performed. Otherwise the offering will not be fully ready to be used.

In the Summary section, highlight the status.

Highlight the Manual Tasks section.

If the import process completes with errors, under the Business Objects section, the Status Details column displays the error details, in which case, you’d review and take appropriate action to correct the errors.

Expand Business Objects.

Since this process completed successfully, you do not need any additional actions. However, it is a best practice to verify correct data was imported for the setup objects. You can verify data before making the offering available to users.

Highlight the Business Objects section.

Expand the Business Objects section.

If you exported setup data of a functional area instead of an entire offering, you start the import process from the functional area. For example, after your initial import of the entire offering, if you need to migrate setup changes for Enterprise Profile you could export only that functional area. In that case, select Enterprise Profile from the list of the functional areas and then create a new import process. The rest of the import process works the same for both the offering and the functional areas.

Click the Suppliers drop-down list and select Import > Create New.

Thanks for watching.