CSS Plan Creation Process for Migration
Configuration: Inventory Organization
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
Create
Configuration Name
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.
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
————————————————————————————————————————————-

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
Configuration Name

The window
“Create / Manage Planned Configuration” opens
“Create / Manage Planned Configuration” opens
—————————————————————————————————————————————–


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
————————————————————————————————————————————-


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.
————————————————————————————————————————————-


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”
————————————————————————————————————————————-



Enter the “Plan name”
(say “Inventory Org Migration Plan”) in the field “Configuration
Name”
(say “Inventory Org Migration Plan”) 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
————————————————————————————————————————————-


































Click “Create New” button
————————————————————————————————————————————-

Click “Yes” button
————————————————————————————————————————————-


Click “OK” Button.
The Configuration <Inventory
Org Migration Plan> is created.
Org Migration Plan> is created.
1.
Select
the Configuration to be extracted
Select
the Configuration to be extracted



Select “Organizations”
in Application Block and “Organizations” in Configuration Step Block.
in Application Block and “Organizations” in Configuration Step Block.
————————————————————————————————————————————-


Click “Create New Steps” Button.
————————————————————————————————————————————-
2.
Extract
the Configurations
Extract
the Configurations
2.1
Select
the Entities
Select
the Entities


Select “Business Group” in the
field “Entity Type”
field “Entity Type”
————————————————————————————————————————————-


The available Business Groups are displayed in the
window “Choose Business Group”
window “Choose Business Group”


You can select one or multiple
Business Group(s).
Business Group(s).
Select “IM Austria Business
Group” and click right arrow to move this to the right side.
Group” and click right arrow to move this to the right side.
————————————————————————————————————————————-


The Business Group “IM
Austria Business Group” is on the right hand side.
Austria Business Group” is on the right hand side.
————————————————————————————————————————————-

Click “OK”
————————————————————————————————————————————-


The Business Group “IM
Austria Business Group” is placed in the field “Entities”
Austria Business Group” is placed in the field “Entities”
You can add more than one Entity in this field by clicking
“Add Entity” Button.
“Add Entity” Button.
6
Extract
the Configurations
Extract
the Configurations
2.2
Filter
Filter



Select “IM Austria Business Group”
in the Entities field.
in the Entities field.
Click “Filter”
————————————————————————————————————————————-



The window “Apply Filters –
Organizations” opens
Organizations” opens
Select “=” sign in the field
“Name”
“Name”
Click “Search” Button
————————————————————————————————————————————-


The available / configured
Organizations with in the IM Austria Business Group are displayed.
Organizations with in the IM Austria Business Group are displayed.
Select “IM AT IO” and click right
arrow to move this to the right hand side.
arrow to move this to the right hand side.
————————————————————————————————————————————-



Click “OK” Button.
————————————————————————————————————————————-


Click “OK”
Button
Button
6
Extract
the Configurations
Extract
the Configurations
6.3 Load


Click “Load” Button
————————————————————————————————————————————-


Click “Yes”
————————————————————————————————————————————-


Click “Continue” Button
————————————————————————————————————————————-


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”
————————————————————————————————————————————-
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 Inventory Organization “IM AT IO” are displayed.
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).


Click
“Classification” in the Child Data Block.
“Classification” in the Child Data Block.
————————————————————————————————————————————-



The details of
the Classification of the Inventory Organization “IM AT IO” are displayed.
the Classification of the Inventory Organization “IM AT IO” are displayed.
You may verify
these details with the source EBS application.
these details with the source EBS application.


Click
“Organization Information” in the Child Data Block.
“Organization Information” in the Child Data Block.
————————————————————————————————————————————-



Place the cursor on the value in the field “Details”
and click “Field Zoom” button.
and click “Field Zoom” button.


The details of
the Accounting Information are displayed.
the Accounting Information are displayed.
You may verify
with the EBS application.
with the EBS application.
Click “OK”
Button.
Button.
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