Setup | Export offering setup

Hi, my name is Dee. In this video, you will learn how to export your offering setup. You need the Application Implementation Consultant role to perform this task. Before you can export, you must first set up your offering as described in the Setting Up Offerings tutorial.

To start, go to offering Setup.

Click Setup and Maintenance.

You’ve completed setting up Project Execution Management and now you are ready to migrate your setup to another environment.

Click the Setup drop-down list and Select Project Execution Management.

Create a new export process.

In the Actions menu select select Export > Create New.

Typically you’ll export all setup data of the offering and therefore, select Submit.

Highlight the Submit button.

However, you may decide to filter and export a partial set of setup data. The Scope Enabled column shows which setup data could be filtered. For example, you’ve set up many business units but want to export only Vision Operations. So you select Business Unit from the list and then select Add.

Select Business Unit and then click Add.

Search for and select Vision Operations.

If you wanted to limit export to more than one business units, you would continue to search and apply each of those business units. Once you have the correct list, save and return.

Setup of the business units shown in the list will be exported. If you to want to filter any other scope enabled setups for your export, repeat the same steps for those Business Objects. Once you’ve completed specifying all filtering criteria for your export, submit the process.

Highlight the Business Unit Scope table and then click Submit.

Once you submit the export process, you get a confirmation. The status of the export process is displayed on the Setup page. Continue to watch the status until the process completes.

Highlight the Latest Export status.

Once the export completes successfully, the Latest Export status shows ‘Ready for download’. Go to the Export Offering Data Results to download the export file.

Review the summary of the process. Since this process completed successfully, you can start to download the export file.

Highlight Summary.

If the exported offering has setup tasks for which data will not be migrated through export and import processes, they are listed here. You have to perform those tasks manually. You must pay particular attention to those that are recommended as ‘Before Import’. Typically they are prerequisites of other setups. So, if you start the import process on the other environment without performing these tasks first, your import will fail.

Highlight Manual Tasks.

If errors are returned, the Business Objects table is displayed and the Status Details column shows you the details of the errors encountered. You would have to review the errors and take the appropriate actions to correct them.

Expand Business Objects.

Since your export does not have any errors, you can download the export file.

Click Download Files.

Save the file when prompted. The filename is the same as the export process name. When the download completes, you are ready to import the setup into your other instance. Highlight the file name, the Save File option, and the OK button. If setup data of a functional area changes in the future, you might prefer to migrate only the changed setups rather than the setup of the entire offering. For example, after your initial export, setup of only Project Execution has changed, which you need to migrate. Therefore, you select Project Execution functional area and then create a New Export process. The export process will work the same as described for the offering but will limit the exported setup to the selected functional area.

Click the Project Execution drop-down list and select Export > Create New.

Thanks for watching! Watch Importing Offering Setup video next to learn how to import setup data from the exported file.