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First steps to work with Change Request Management scenario in SAP Solution Manager 7.0

With the following steps you will be able to create a test landscape to practice with the Charm scenario in Solution Manager 7.0 without creating interferences with real TMS landscapes.

Also I will try to give tips and tricks for the common mistakes in the configuration of this scenario.

The configurations given are valid for Solution Manager 7.0 since SP9 and above.

Note: If you have a Solman 7.1 system then see SCN doc First steps to work with Change Request Management scenario in Solution Manager 7.1

Step 1- Create the test landscape

Usually you would like to use Charm to manage the changes in this kind of TMS landscapes:

DEV:100 –>QUA:200 –>PRD:300

The test landscape that I am proposing is this one: your Solution Manager is installed in system SMM for example, and you are configuring client 001 for being used as Charm client, them SMM:001 is your Charm client.

Create three additional clients in SMM, like local client copy from client 000 with SAP_ALL profile (this will need some extra space in SMM system, but not too much), let say you create clients 100, 200 and 300.

We assume that SMM:100 is going to be the Development system, SMM:200 the Quality system and SMM:300 is the Production system.

In SCC4 assign the following client settings, roles, etc. to these clients, this is important!

Customizing role for SMM client 100

Test role for SMM:200

Production role for SMM:300

The indications given for this test case from now on also apply to for your real TMS landscape, to DEV, QUA and PRD system.

Note:

In ChaRM we do support two-system landscape, to use it you should firstly configure the consolidation route in STMS correctly.

Then set up the development system as type of role “Source System”, and production system as type of role “Production System” in your project system landscape. In such projects there should be no target system needed.

Please always keep in mind that production system is very special in ChaRM so make sure there is at least one in each of your project.

See that in two-system landscape no test transport will be generated for normal correction SDMJ, since officially this functionality is only designed for test system, see note 1419150 ChaRM: Transport of Copies (ToC) with two-system landscape.

Step 2- Configuration of TMS for this scenario according to Charm prerequisites

In Solution Manager, in client 000, call STMS (the same must be done in the domain controller system of your real landscape)

Note: SMM client 001 does not need to take part of your TMS landscape.

Select Transport Routes icon:

For this test landscape initially you have system SMM and none transport route defined (for a real landscape you will have the three system boxes DEV, QUA and PRD):

Make double-click on system SMM and fill the following values (or in the box of the development system and after in the quality box):

In System Attributes tab: the use of Single transport is a prerequisite for Charm for all the systems in the landscape; you will see this in detail in section Step 3.

In Standard Transport Layer tab: ensure you enter the client 100, (client with customizing role for the development box, client with test role for the quality box).

Create the consolidation transport routes to SMM:200, transport route must be CLIENT SPECIFIC for the use in Charm scenario, this is real important!

From development system to quality system you need at least two consolidation routes, SAP and ZXXX.

Go with the pencil from the system SMM to system SMM and get this pop-up:

I create the consolidation route for transport layer SAP and I do the same to create transport route for transport layer ZSMM (for customer developments).

In case of a real landscape you need to choose from which system to which system and client.

I make the same to create the Delivery transport route from SMM:200 to SMM:300, delivery routes are always from quality to production systems.

Finally you will get the following situation:

Save and distribute the changes:

All the previous work has to be done in the satellite systems in real landscapes.

Step 3- Review of the main configuration points in SPRO

1. All point under SAP Solution Manager –>Configuration –>Basis Settings must be performed.

Especially important point is:

RFC connections from Solution Manager to DEV, QUA and PRD system, don’t forget to create also SM_…_TMW connection to all satellites DEV, QUA and PRD, to clients with customizing, test and production roles, in our example, we will create the RFC connection to 100, 200 and 300. Also to client 000 of all the involved systems, DEV, QUA and PRD systems in our example.

In transaction SMSY:

Also you need to create the RFC connections from Solution Manager SMM:001 to client 000 in the system that is the domain controller of your real landscape, this is really IMPORTANT!!! You will see more information about this in spro point “Generate RFC Destinations to Client 000″

Note: usually the domain controller is always in DEV system as this was the first system in the landscape to be installed. If you move the domain controller to PRD system, as it is recommended, don´t forget to create the RFC connection to client 000 of this domain controller system.

2. In SPRO go to Scenario-Specific Settings–>Change Request Management –>Standard Configuration

General Activities:

2.1. Run “Activate Integration with Change Request Management”

After this check in SM30 that view BCOS_CUST has the following entries:

CHARM         W        NONE CUST620        1.0

CHARM_DEST         W        NONE CUST620        1.0

This means that Charm configuration has been done in this client.

2.2. Activate BC Sets: Check note 903527

Bc Set for Charm: SOLMAN40_CHARM_BASICFUNC_001

 

Under Transport Management System check the following in detail:

2.3. Define Transport Routes for System Landscape: already explain in steps above

2.4 Activate Extended Transport Control: apply this point to all systems in real scenario

2.5 Configure Transport Strategy: apply this point to all systems in real scenario

2.6. Activate TMS Trusted Services: apply this point to all systems in real scenario

2.7. Activate Domain Links: you have to create inter-domain links

If you go to STMS in the solman system you can see that the solman system is in transport domain DOMAIN_SMM for example.

In your real landscape, DEV, QUA and PRD will belong to another transport domain, usually called DOMAIN_DEV.

What you need to do in this spro point is to make these two transport domains known each other, I mean as the solman system is going to call TMS functions in the transport domain of DEV, QUA and PRD, the TMS of solman must know this other transport domain.

From help.sap.com:

To request a link between two transport domains, proceed as follows:

– Log on to one of the two domain controller systems, in solman system for example.

– Call transaction STMS (always being in client 000).

– Choose Overview –> Systems.

The system overview appears.

– Choose SAP System–>Create –> Domain link.

The dialog box Request for Linking 2 Domains appears.

Enter system name, DEV for example, hostname where is installed the system and system number, all this information is in SM51 of this DEV system, if DEV system is the domain controller of your real landscape.

Your SAP System performs the following actions automatically:- Generates the required RFC destinations. – Sends the address data of the controller to the controller in the other domain.After you have to logon in the domain controller, client 000, of your real landscape and confirm the link between these two domains as follows:

– Log on to the domain controller in the other domain.

– Call Transaction STMS in client 000.

– Choose Overview –>Systems. The system overview appears.

– Position the cursor on the domain controller where you requested the domain link, DOMAIN_SMM in our example, and choose SAP Systemà Approve.

– Confirm the prompt and distribute the configuration.

The two domain controllers now exchange all necessary information about the systems in their domains. This information is distributed to all systems in the domain whose controller you are currently logged on to. A transport profile is generated, which contains all systems in both domains.

You have to see something like this in your solman system (called SSM in this real example):

And this in the DEV system (called ED4 in this real example):

To check that the domain link is ok go in solman system and in development system to STMS->transport routes, in the top of the screen you will see that in solman system the systems belonging to the other transport domain appear like boxes and the same if you go to STMS in DEV system, the box of the solman system can be seen.

The information about the systems in the other domain is not automatically distributed to the systems in the domain where you requested the domain link. This means that you must distribute the new configuration to these systems.

2.8. Generate RFC Destinations to Client 000: already explained.

2.9. Add Import Authorization to Operator/Administrator: According to note 913232

“Therefore, the TMS requires that the people responsible for the import (operator or administrators with import authorization) have a user in the client 000 of the target system”.

This means that you need to define these users in the client 000 of all target systems involved in the landscape with import authorizations.

Under Change Request Management:

2. 10. Set Project Assignment of Requests as Mandatory: not totally mandatory but this will avoid users creating transport orders directly in development system. All transport orders in development system in your real landscape must be created from the solman system via a Change Request.

2. 11. Maintain Number Ranges: run this.

None of the configuration points under “Extended configuration” are required if you want to use the standard Charm scenario.

Now you are ready to create a project.

Step 4. In Solution Manager go to transaction SOLAR_PROJECT_ADMIN

Please go to http://service.sap.com/rkt-solman

Select SAP Solution Manager 7.0, select Learning Map for Supp Organizations/Serv providers, open Change Request Management section and see the iTutor called:

“Create a Project”

The main points in the creation of a project for Change Request Scenario are:

– Decide if your project is an implementation or a Maintenance project; see the differences in the Solution Manager Documentation. For our test case select a maintenance project.

– In System Landscape Tab

Systems: here you have to enter your logical component

Take into account that all systems that belongs to the TMS landscape must be assigned to the same logical component, because all system must have the

same product version (exception in case of an upgrade).

This means that in the same logical component each system must have assigned a role, you can have a minimum of two systems for Charm scenario but you can have for example 5 systems with different roles in your real landscape.

In our test case you will have this:

 

Always define here the same landscape that you have defined in the STMS of the real landscape, if not the Charm scenario can not be activated. This point is always the point that more problems gives in the activation of Charm scenario!!!

– In IMG project tab: define always a project in the development system ONLY!  You need to define this project in the development system in order to assign to this project all transport orders that you are going to create via a Change request in the solman system, this is a prerequisite for Charm scenario!

See the above iTutor to see how to define this IMG project.

Don’t define IMG projects in other roles, systems, different to development.

 

– In Change Request tab: Select “Activate Change Request Management”

Select Create Task List

Select the name of your Maintenance Cycle also called Project Cycle.

Note: Choose Lock/Unlock Grroup/Subsequent Groups to unlock the tasks in the task list.

If all is working correctly a Task List and a Maintenance transaction type SDMN (called Service Desk Transaction in the screenshot) is being created.

Service Desk Transaction Tab: This tab is not appearing in SP9 but appears in SP13 and above and shows the SDMN document for this project cycle.

The task list is one representative of the cycle and represents the system landscape tracks with tasks to be used by an IT operator for managing project related IT activities, especially imports.

The SDMN transaction represents the service request for managing the phase changes.

In SP9 you went to Task List to Activate the maintenance cycle and also to change the phases of this maintenance cycle, in SP13 and above it are recommended to go to the maintenance transaction directly, via CRM_DNO_MONITOR (select transaction type SDMN) and activate and change the phase via Actions in the transaction directly.

So, phase shifts should be done from within the cycle transaction SDMN but not from within the tasklist.

In case of the Task list in not created please run the Check (transaction /n/tmwflow/charmchk) or go to the Application Log via the button or calling SLG1 directly.

In both place you will get information above the reasons why the Task List and the Maintenance Cycle is not being created.

As summary pay special attention to the following points:

– Ensure that the Logical Component in Systems tab and the TMS information in STMS in the domain controller of your real landscape fits together

– Transport routes must be set client specific

Now is time to check the RKT material, iTutors:

– Regular correction

– Urgent correction

to fully understand the complete process.

When everything in the test scenario is running fine, then you can connect the Production System landscape to Solman system.

This will ensure that you do not stop the TMS in the production landscape.

Update information of Charm can be found in:

907768  “General note for Change Request Management ST 400”

881553  “Roles for Change Request Management (SAP Solution Man 7.0)”

 

For further information about the Charm scenario see also the following SDN blogs:

Change Request Management scenario: Usual questions and known errors

Change Request Management scenario: Working examples

Change Request Management scenario: Retrofit Functionality

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43 Comments

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  1. Aldo Ortiz
    Hello Dolores,
    Thanks for your very complete definition.  We have a case where we are using a Solman DEV, client 100 and SolMan PRD, client 300.  We have a transport layer already defined where we can create transport request and send to the Solman PRD (for example for Service Desk customizing).  Now we are implementing ChaRM and creating a test landscape of 3 clients in the same SolMan Dev system, in our case 500, 600, and 700 (dev, qa, prd.  Can we have these two transport layer in the same SolMan DEV?

    I appreciate your comments.

    Regards

    Aldo

    (0) 
    1. Dolores Correa Post author
      Hi Aldo,
      In this case you have a real TMS landscape from DEV:100–>PRD:300 so consolidation routes SAP and ZXXX are already used for the real TMS landscape.
      This means that you can not create the test scenarion in DEV without interfering the real TMS.
      So, in this case I would suggest to create the test scenario in PRD or in other development system of other product, for example in the development system of your R/3 system.
      Hope this helps,
      Dolores
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      1. Boris Milosevic
        In our case we have standard transport route ZDEV for the standard CHARM transports ( DEV:330-PRD:100). We created test clients in our DEV environment and created new consolidations route ZCHM with source client charm development client  800. (qas 801 prd 802) and CHARM test environment  works fine  🙂

        rgds
        Boris

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      2. HAI HUYNH
        Hi Dolores,

        Great Article and contribution to SDN on CHARM.
        On EHP1 Solman, do we still follow the OSS Note number to activate CHARM. There is no NOTE# indicated on the IMG Documentation in EHP1.

        When I run it automatically in EHP1 after hitting execute in the IMG, I check the BC Sets and nothing is activated. So, should I manually activate BC Set Solman40_CHARM_BASICFUN001 in SCPR20.

        Thanks

        (0) 
        1. Dolores Correa Post author
          Hello,
          For EhP1 firstly you run solman_setup. In the Basic Configuration in point 7 BC Set SOLMAN40_CHARM_PROXYFACT_001 is activated.
          After you have to follow the spro point Change Request Management specailly an entry called “Activate Activate BC Sets”.
          Hope this helps,
          Dolores
          (0) 
          1. HAI HUYNH
            Thanks for the quick response…

            I ran the automatic configuration when i executed Activate BC Set for CHARM in the IMG.
            If I check in SCPR20, SOLMAN40_CHARM_BASICFUNC001 has not been activated. If I click on the Manual, it does nothing… Is this a bug in the system?
            I would assume this should be activated…

            I did see Solman40_proxyfact_001 activated in the system…

            (0) 
            1. Dolores Correa Post author
              Hello,
              I checked this and the correct name for the BC Set is SOLMAN40_CHARM_BASICFUNC_001, as far as I know this BC set should be activated running the indicated spro point but also running Activate BC Set in the Basic Configuration point of solman_setup according to the activation time in my solman test system.
              Anyway follow note 903527 in order to activate this BC Set in expert mode and chosing overwrite option too.
              Hope this helps,
              Dolores
              (0) 
              1. HAI HUYNH
                Thanks Dolores… I’m use to using that note in the past. I just think there is a bug with EHP1 for that img activity…

                Take care and great work. Much appreciated

                (0) 
            2. HAI HUYNH
              Hi Dolores,

              For EHP1, how should we take the approach to move transport across clients. We are doing an upgrade and would like to to move transport as well to our Golden Client in DEV. (DEV 100- Custom Development , DEV 200-Golden Client)

              Do we configure a different route in the TMS and just include DEV-200 in the Locigical Component. I would assume that we use the Task List to do the import manually.

              Thanks for your advice…

              (0) 
            3. HAI HUYNH
              Hi Dolores,

              For EHP1, how should we take the approach to move transport across clients. We are doing an upgrade and would like to to move transport as well to our Golden Client in DEV. (DEV 100- Custom Development , DEV 200-Golden Client)

              Do we configure a different route in the TMS and just include DEV-200 in the Locigical Component. I would assume that we use the Task List to do the import manually.

              Thanks for your advice…

              (0) 
  2. Jamuna Nithyanandam
    Thank you for a very detailed blog.

    After we have the tms set up for satellite systems, project created and activated for CTS in solution manager:

    How do we set the status in the CHaRM workflow with the corresponding task in Scheduler? Can you please help me with this query.. I am really not sure how to proceed further.

    Thank you very much,
    Jamuna Nithyanandam

    (0) 
  3. Brad Donovan
    Hi – We have a complex landscape, in which we have multiple DEV (AGD/AGM) and QA (AGQ/AGV) systems.  Is it possible to configure CHARM to use in this scenario?
    (0) 
      1. Brad Donovan
        Hi Sadi, yes, we have set up cons route from AGD-AGV, and delivery route from AGV-AGP.  For AGM, there is an auto-import job that is set up an run (every 15 minutes) to pick up transport requests released from AGD.
        (0) 
  4. Fabio Sato
    Hello Dolores.

    Your posts are perfect! I made a SDesk and a ChaRM only with your informations. Thank you so much. Now i have a issue and i believe then only you can help me to resolved.

    In ChaRM, on schedule plan, before the request importation to QAS, if i change the status to “Go Live”, is able to me to import the request to productive environment. Wouldn’t have a check or a lock on this schedule. The status of the correct document is “in develop”. Can you help me?

    Sorry for this inconvenience. I already try everything.

    (0) 
    1. Dolores Correa Post author
      Hi Fabio,
      Could you please give me your e-mail address? I will send you some slides where you can see which action can be done in each phase for normal and urgent correction.
      Best regards,
      Dolores
      (0) 
      1. nsingh sihag
        Hi Dolores!

        we are having a different scenario. Our Landscape is something like this.

        ECD(DEV)->EC1(QA1)  and
        EA2(QA2)->EAP(PRD)

        we are not having any network connectivity in between DEV-QA1 to QA2 and PRD. DEV and QA1 are in one network and QA2 and PRD are on other network.

        Now we need to implement ChaRM from Dev to PRD, so please suggest me how to implemet this. Whether this is possible or not? what different settings we have to do from standards.

        Aslp please send me the configuration Docs and Slides on my mail ID narpal.singh@gmail.com.

        It would be very great if you suggest us on this.
        thanks
        narpal

        (0) 
  5. Sandeep Menon
    Hi Dolores ,

    I have a requirement to do a workflow for Transaction ‘CRM_DNO_MONITOR’ In Solution Manager. If you have any information details on the configuration for workflow, Any business object that can be used for workflow . Please do provide me the details.

    There are two process,
    1. I need the workflow to trigger when a ticket is created
    2. When the status of the ticket is changed.

    (0) 
  6. Sistemas 1
    Hello Dolores,

    I’m following your detailed steps to configure the charm, but I allways get the following errors:
    – Warning: Problems occurred during synchronization of the system landscape –> When I activate the change request management in solar_project_admin transaction.

    – The project is not released. Hence cycle can not be created — when I push  the buttom “create task List” in the same transaction.

    The system landscape are two system: dev –> prod, we don’t have quality system. Could it be the cause of the errors?

    How can I follow the configuration?

    Thanks for you help and you great blog and best regards,

    Ana.

    (0) 
      1. Vadivambal Paramasivam
        Hi,

        Currently CHARM allows tranport across 3 system landscape  DEV–>Qual–>Prod.
        Can we create project with  mulitple 3 sys landscape (for e.g ECC- 3sys,cProjec-3 sys,CRM-3 sys)and control the transports.

        ERP and cProject systems are tightly integrated here and changes are being moved in both the systems.

        Please let me know if its possible

        Thanks,
        Vadi

        (0) 
    1. Kevin Richman
      Ana,

      From what I have seen and experienced, ChaRM really wants a 3 system landscape at a minimum.  Even if this means creating a logical component and transport route that goes through 2 clients on your dev system (1 for Config/Dev, and 1 that can be used for Test) before going to prod, or creating a virtual QA system that can be included in your transport routes and landscape.

      (0) 
  7. kalenthiran p
    HI,Really help me lot,in my case We have three system landscape (DEV,QA,PRD),in dev we have two client (100,200)we are doing customizing in client 100 and workbench changes in client 200,QA 300 PRD 330.for charm configuration how i have do define transport layer and route and logical componet
    (0) 
  8. Nayab Siddiqui
    Hi,

    This error occurs if the background job is not scheduled

    Error in background job for program RSGET_SMSY error message No active job found

    Why it is required and do I need to schedule background job, each time the project is created.

    Regards,
    Nayab

    (0) 
  9. Natalyia Veleva
    Hello Dolores,

       you wrote:

    “When everything in the test scenario is running fine, then you can connect the Production System landscape to Solman system.
    This will ensure that you do not stop the TMS in the production landscape.”

       Could you please explain this step in detail?
       As far as I know, you need to switch the production landscape to client specific and completely change the transport routes so that they can be client specific. One also has to create a new ChaRM project and activate it. The production project can not be activated if the production landscape is not client specific.

    (0) 
  10. Shawn Grant
    I am trying to prototype ChaRM by following this details (which are fantastic!). Unfortunately, I am stuck at the step to Activate BC Sets. When I execute this step I receive the following message, “There is a production client in the system. SAP Change Request Management cannot be configured.” Does anyone know what the problem might be?

    Thanks,
    Shawn

    (0) 
      1. Ravi Kanth

        Hi Dolores,

        I am New to SAP Solution Manager. Can you please help me in understanding a step by step procedure on how to migrate Incident/Change request data from Non SAP system to SAP Solution Manager.

        One of my client has already installed SAP Solution Manager last year and but not been used till now. Wtih respective handling Incident tickets/Change request and Taking reports, they have been maintaining in Non SAP system (Service Support). Now management has decided that only one system (SAP SolMan) should be their for maintaining Change request and Taking reports.

        Client is asking me to give solution on how to go about it. I am requesting you to please share a document which talks about a step-by-step with respective above requirements.

        If you have documents, request you to please mail to ravikanth8141@gmail.com

        Please help.

        Thanks

        Ravi Kanth

        (0) 
      2. Shawn Grant

        Hi Dolores, that worked. Thank you (and sorry for the real tardy acknowledgement).

        Can anyone answer this question?

        Our Solution Manager system in which I set up the prototype as outlined in this blog is our development SM system. We hooked this system up to our production SM system for transports. Since then my prototype will not work. Can my development SM system be part of both a prototype and production set up? Or do I need a third, sandbox, system in which to prototype?

        Thanks,

        Shawn

        (0) 
  11. Ravindran Pather

    Hi Dolores , i am new to SCN and this is my first attempt at adding a comment so i am quite chaffed with myself 🙂

    yes this a fantastic blog

    i am engaging with a client for the implementation of SOlman 7.1

    so we hada couple of consultnats come in and give some direction and advice.

    they painted a very strange scenario regarding transports

    in brief they are saying that when a change document is created , 2 transport are allocated automatically

    now the abaper completes his developemnt and it is tested in the Dev client , the consultaant will then request end user testing in the QA enviroment client . any errors detected in QA can then be communciated to the the developer for corrections . now here is the punchline ! , i am told that the developer will still be able to do the corrections on the orginal wokbench ?

    to my knowledge after the transport is realese to QA and further developements are required a new transport is allocated and the process continues until final release into Prod . please can you give me some insight into this scenario .

    once again thanks for sharing your knowledge and expertise

    Be Blessed

    Ravi

    (0) 
  12. Herik Ribeiro

    Hi Dolores,

    Your Blog is the best ..! Congratulations ..!

    I’m starting in world charm and wonder how I can get the guide (step by step) with the first steps to set up the charm in my Landscape and a check-list for this setting.

    Best Regards,

    Herik

    (0) 
  13. Ying Ye

    Hi Dolores,

    We have three BI systems DBC, ABC and PBC and we are working on ChaRM setup for this. We use PBC as domain controller and include DBC and ABC to PBC. We setup transport route from DBC -> ABC -> PBC and verified TMS configuration works fine.

    After that we logon to our solution manager (the other domain controller), follow the steps you mentioned regarding domain link creation, request domain link from SolMan and approve it in PBC. Then we see all the systems in SolMan domain controller shows up in PBC but in SolMan we don’t see any of the DBC/ABC/PBC.

    In which way should we create domain link? Should we request it from SolMan or should we reqeust it from PBC?

    If from PBC, after approve from SolMan and those boxes show up in SolMan STMS, should we create transport route again in SolMan or it will reference to the one already exist in PBC?

    The SolMan we have is in 7.1 version but this article has detailed steps about how to create domain link so I post my question here.

    Thanks in advance if you can provide any suggestion.

    Best Regards,

    Ying Ye

    (0) 

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