CSS Plan Creation Process for Migration
Configuration: Inventory – Receiving Options
Steps
1.
Connect
with Server wherein the CSS (ConfigSnapshot) is installed
Connect
with Server wherein the CSS (ConfigSnapshot) is installed
2.
Log-in
on to ConfigSnapshot
Log-in
on to ConfigSnapshot
3.
Connect
with the Source Environment (from where the configurations are to be extracted
for migration on to the Target Environment)
Connect
with the Source Environment (from where the configurations are to be extracted
for migration on to the Target Environment)
4.
Create
Configuration Name (Inventory – Receiving Options)
Create
Configuration Name (Inventory – Receiving Options)
5.
Select
the Configuration to be extracted
Select
the Configuration to be extracted
6.
Extract
the Configurations
Extract
the Configurations
6.1
Select
the Entities
Select
the Entities
6.2
Filter
Filter
6.3
Load
Load
6.4
Verify
Data
Verify
Data
1.
Connect
with Server wherein the CSS (ConfigSnapshot) is installed.
Connect
with Server wherein the CSS (ConfigSnapshot) is installed.
Open Remote Desktop Connection
Navigation: Start > Remote Desktop Connection


Click “Connect”
button
button
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Remote Desktop is
open
open


Click on the CSS icon
2.
Log-in
on to ConfigSnapshot
Log-in
on to ConfigSnapshot

Enter User Name
and Password
and Password
Click “OK” Button
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You (the user)
are connected with CSS
are connected with CSS
Click “OK” Button
3.
Connect
with the Source Environment
Connect
with the Source Environment


Click on “Plan” in the block “Choose Option”
4.
Create
Configuration Name
Create
Configuration Name

The window
“Create / Manage Planned Configuration” opens
“Create / Manage Planned Configuration” opens
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Select the
instance from where you want to migrate the configurations < FINGBT03 >
in the “Data Source Name” field.
instance from where you want to migrate the configurations < FINGBT03 >
in the “Data Source Name” field.
Tab out
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Values default
in the fields User Name and Password (These values are stored in the user
preferences).
in the fields User Name and Password (These values are stored in the user
preferences).
Click on
“Connect” button.
“Connect” button.
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You are, now,
connected with the Source environment.
connected with the Source environment.
The “Connect”
button in the previous window is now changed to “Disconnect”
button in the previous window is now changed to “Disconnect”
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Enter the “Plan name”
(“Inventory – Receiving Options”) in the field “Configuration Name”
(“Inventory – Receiving Options”) in the field “Configuration Name”
Select the folder “User
Manual” folder in the field “Directory” by clicking the Browse button
Manual” folder in the field “Directory” by clicking the Browse button
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Click “Create New” button
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Click “Yes” button
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Click “OK” Button.
The Configuration <Inventory –
Receiving Options> is created.
Receiving Options> is created.
5.
Select
the Configuration to be extracted
Select
the Configuration to be extracted

Select “Receiving” in
Application Block and “Receiving Options” in Configuration Step Block.
Application Block and “Receiving Options” in Configuration Step Block.
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Click “Create New Steps” Button.
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6.
Extract
the Configurations
Extract
the Configurations
6.1
Select
the Entities
Select
the Entities

Select “Inventory Organization” in
the field “Entity Type”
the field “Entity Type”

The available Inventory Organizations are
displayed in the window “Choose Inventory Organization”
displayed in the window “Choose Inventory Organization”
You can select
one or multiple Inventory
Organization.
one or multiple Inventory
Organization.
Select “IM
AT IO” and click right arrow to move this to the right side.
AT IO” and click right arrow to move this to the right side.

The Inventory
Organization “IM AT IO” is on the right hand
side.
Organization “IM AT IO” is on the right hand
side.

The Inventory Organization “IM AT IO” is placed in the field “Entities”
You can add more than one Entity in this
field by clicking “Add Entity” Button.
field by clicking “Add Entity” Button.
6
Extract
the Configurations
Extract
the Configurations
6.2
Filter
Filter

Select “IM AT
IO” in the Entities field.
IO” in the Entities field.
Click “Filter”
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Click “OK” Button
Click “Load”
Button
Button
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Click “Yes”
————————————————————————————————————————————-

Click “Continue” Button
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The records (configurations)
pertaining the Inventory Organization “IM AT IO” have been extracted and loaded
in the plan).
pertaining the Inventory Organization “IM AT IO” have been extracted and loaded
in the plan).
Click “OK”
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6
Extract
the Configurations
Extract
the Configurations
6.4 Verify Data

Click “Detail”
Button (to view the configuration records loaded in the plan)
Button (to view the configuration records loaded in the plan)

The details of
the Receiving Options of the Inventory Organization “IM AT IO” are displayed.
the Receiving Options of the Inventory Organization “IM AT IO” are displayed.
You may verify
these details with the source EBS application (Snap shot given below).
these details with the source EBS application (Snap shot given below).



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