Thursday 12 October 2017

CSS Plan Creation - Inventory Organization Configuration

CSS Plan Creation Process for Migration

Configuration: Inventory Organization

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

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" (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

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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 Org Migration Plan> is created.





1.      Select the Configuration to be extracted


Select "Organizations" in Application Block and “Organizations” in Configuration Step Block.
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Click “Create New Steps” Button.
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2.      Extract the Configurations

2.1              Select the Entities
Select “Business Group” in the field “Entity Type”

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

You can select one or multiple Business Group(s).

Select "IM Austria Business Group" and click right arrow to move this to the right side.
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The Business Group "IM Austria Business Group" is on the right hand side.
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Click “OK”
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The Business Group "IM Austria Business Group" 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

2.2              Filter
Select “IM Austria Business Group” in the Entities field.

Click “Filter”
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The window “Apply Filters – Organizations” opens
Select “=” sign in the field “Name”
Click “Search” Button
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The available / configured 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.
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Click “OK” Button.

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Click “OK” Button



















6        Extract the Configurations

6.3  Load



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 Inventory Organization “IM AT IO” are displayed.
You may verify these details with the source EBS application (Snap shot given below).
Click “Classification” in the Child Data Block.
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The details of the Classification of the Inventory Organization “IM AT IO” are displayed.
You may verify these details with the source EBS application.

Click “Organization Information” in the Child Data Block.
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Place the cursor on the value in the field “Details” and click “Field Zoom” button.












The details of the Accounting Information are displayed.
You may verify with the EBS application.

Click “OK” Button.

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