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How to Transport a New Environment (Appset) that Does Not Exist in the Target Instance

Collecting the Transport (Part 1 – all except measures)

Follow these steps to create the transport, which is the first part of migrating the new environment to the target instance.

Please, follow the steps below:

1. Open SAP GUI, and connect to the source instance.

2. Go to RSA1

3. Click on Transport Connection

4. Select More Types, then select Environment, and then double-click Select Objects:


5. A pop-up window appears to choose the appropriate environment.  Select the appropriate environment, and then click Transfer Selections:

NOTE:  This make take several minutes, depending on the size of the content in the environment.

6. Once this step has completed, you should see something that looks like:


Notice the name of the environment under collected objects and the grayed out checkbox under the Transport (2nd) column.

7. Right-click on the grayed out checkbox, and then select Do Not Transport Any Below, as shown below:


8. Then, Select the Grouping button, and select Only Necessary Objects, as shown below:


NOTE:  You will see some activity very briefly, once you select this.

9. Make sure the Collection Mode is set to Collect Automatically:


10. Then, click on the “truck” icon to Transport Objects, and follow the remaining prompts to name and ultimately release the tasks and transport.


Collecting the Transport (Part 2 – measures)

The standard measures do not always get collected, automatically, so this step ensures the measures are included in the transport.

Please, follow the steps below:

1. Open SAP GUI, and connect to the source instance.

2. Go to SE16

3. Enter UJA_FORMULA_APP in the Table Name field, as shown below:


Press Enter.

4. Enter the Appset ID and then click on the Execute button:


5. You can either right-click one of the check boxes and click on Select All, if appropriate (as shown below), or you can individually select each measure that should be transported:


6. Click on the Table Entry menu option at the top of the window, and then select Transport Entries:


7. Add the entries to the existing transport created in the previous section, and follow the prompts, accordingly.

Releasing the Transport

The two main things to keep in mind, regarding releasing the transport are:

1. Make sure the tasks in the transport request have objects associated with them.  If there are no objects associated with a particular task, then you will need to re-collect the objects.

2. Make sure the environment (or appset) you are collecting from is currently set offline in the BPC Web Admin Client before releasing the transport.

SAP Basis Team to Move the Transport

When the SAP Basis team moves the transport, they need to use a profile that has SAP_ALL.

Update Security in the BPC Web Admin Client

Once the transport has been successfully moved, either make sure that the BPC team has been assigned to the Admin team in new environment just transported, via the BPC Web Admin Client or that the BPC team has SAP_ALL access to be able to do this for themselves.  Once the Admin assignment is complete, then SAP_ALL should not be required.

If the above step is not completed, then it is possible to see the new environment in SAP GUI but not see the environment in the BPC Web Admin Client.

Now that the master data is in the environment, it is possible to make sure the users are pulled into the environment in BPC and assigned to the appropriate security profiles, via the BPC Web Admin Client.

Restore Remaining Data

Once you are able to confirm that the environment exists in the BPC Web Admin Client, then it is time to restore the remaining data (transaction data).

Please, perform the following steps:

1. Open SAP GUI, and connect to the target instance.

2. Go to UJBR.  The following screen appears:


a. Select Execute Restore.

b. Select Background.

c. Select the appropriate Environment ID.

d. Paste the path for the zip file created in the archive process into the Archive File Name field.

e. Select only Restore Transaction Data.

f. Change the Record Count to “0”.

3. Execute the Restore.

4. Use SM37 to check the status of the restore.

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