Setup | Export setup data to configuration packages

Hi, my name is Mike. In this video, You’ll learn how to export setup data to a configuration package. You will need the Application Implementation Consultant role to perform this activity. Before you can export to a configuration package you must create an implementation project as described in the Manage Setup using Implementation Projects tutorial.

To start, go to Setup and Maintenance.

Click Setup and Maintenance.

Open the task panel and then go to Manage Configuration Packages.

Open the task panel and click Manage Configuration Packages.

Next, create a configuration package.

Click the Create Configuration Package (+) icon.

To create a configuration package, first select an implementation project. In this case, select Sales Implementation Data. The task list of the implementation project determines which setup data will be exported.

Select the Sales Implementation Data project.

A default name is assigned to the configuration package based on the name of its source implementation project. You can change the name to something more meaningful if you want. Go to the next step.

Highlight the Name field.

Click Next.

This table shows what setup will be exported. This list is determined based on the task list of the implementation project you selected as the source of this configuration package in the previous step.

Highlight the list.

When you select a setup object, if it has any predefined filters, those filter values are shown here. For example, when you submit this export process, setup data for Applications Standard Lookup will be filtered by only the values shown.

Scroll down and highlight the Scope area.

Some of the setup objects may not have predefined filters but you can still add one or more filter values to restrict export to a smaller set of setup data. For example, Legal Entity does not have any predefined filters, however, you can add filters.

In the Select Objects area select Legal Entity.

In the Scope area click the Add Scope (+) icon.

Since you’ve setup many legal entities but want to export only 1 of them, add it as the scope.

Search for the Spain legal entity.

Add the Spain legal entity. You can select additional legal entities, but this is all you need for now. Since you’ve finished your selection, save and close.

Click Spain and then click Save and Close.

The selected legal entity is displayed in the bottom table. When you submit this export process, setup data of this legal entities will be exported. Now go to the next step.

Click Next Step.

By default, the export process runs as soon as you submit it. However, you could choose to schedule it for a later time. For now, keep the default option and submit the process.

Highlight each schedule option as you describe it.

You receive a warning that if you continue, the configuration package will be locked and exported using the definition you have specified. You will no longer be able to edit this configuration package. If, in the future you want to export with different scope, you will have to create a new configuration package. Click Yes to continue.

Click Yes.

The configuration package you just created and submitted for export is shown here.

Highlight the configuration package.

When you select it, the Export and Import Processes table displays the details of the processes.

Scroll down and highlight the lower part of the window that displays the processes.

Click Refresh to see that the status of the export process you just submitted is In Progress. Continue to monitor it until it completes.

Click Refresh.

The export process has completed successfully, so download the configuration package file, and save it in an appropriate location. You will use this file later to import the setup data into the environment where you want to migrate your setup.

Click Download Configuration File.

Save the file.

Watch the Importing Setup Data from Configuration Packages video next to learn how to import setup data from the exported file.

Click Done.

Thanks for watching.