Thursday, 12 October 2017

CSS Plan Creation - Inventory Receiving Options Migration


CSS Plan Creation Process for Migration

Configuration: Inventory – Receiving Options

Steps
1.      Connect with Server wherein the CSS (ConfigSnapshot) is installed

2.      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)

4.      Create Configuration Name (Inventory – Receiving Options)

5.      Select the Configuration to be extracted

6.      Extract the Configurations
6.1              Select the Entities
6.2              Filter
6.3              Load
6.4              Verify Data














1.      Connect with Server wherein the CSS (ConfigSnapshot) is installed.

Open Remote Desktop Connection
Navigation: Start > Remote Desktop Connection


Click “Connect” button
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Remote Desktop is open

Click on the CSS icon


2.      Log-in on to ConfigSnapshot


Enter User Name and Password
Click “OK” Button
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You (the user) are connected with CSS
Click “OK” Button



3.      Connect with the Source Environment


Click on "Plan" in the block "Choose Option"

















4.      Create Configuration Name


The window “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.

Tab out
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Values default in the fields User Name and Password (These values are stored in the user preferences).

Click on “Connect” button.
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You are, now, connected with the Source environment.
The “Connect” 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"

Select the folder "User 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.


5.      Select the Configuration to be extracted
Select "Receiving" in 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

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




























The available Inventory Organizations are displayed in the window “Choose Inventory Organization”

You can select one or multiple Inventory Organization.

Select "IM 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.

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.

6        Extract the Configurations

6.2              Filter
Select “IM AT IO” in the Entities field.

Click “Filter”
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Click “OK” Button
Click “Load” Button
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Click “Yes”
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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).

Click “OK”
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6        Extract the Configurations
6.4 Verify Data


Click “Detail” 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.
You may verify these details with the source EBS application (Snap shot given below).










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