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In this final part of the series, we will talk about what to do when you need to have all your personalization sent from one tenant to another. From test to productive, per example.

After extensive testing and layout changing you are ready to the Go-Live! Hooray!

But, do we need now to make all the changes in layout once more? Nop. πŸ™‚

Once more we need to check our Adapt functionality: Adapt > Export/ Import Layouts are the desired now.

page Layout 8.png

So, we have our mytesttenant.crm.ondemand.com and our myprodtenant.crm.ondemand.com and we need to use the layout from test in prod.

First step is to log in test and go to Adapt > Export Layout and the below screen will be shown:

page Layout 9.png

Here you can choose a specific layout or all layouts at once.

page Layout 10.png

The above screen will be shown. Please notice that this may take a while to process.
Once it is finished, you will download a file: “layout_-NameOfYourLayout-.zip” like can be seen below:

page Layout 11.png

Here, the Export part is done and we can go to our Productive tenant, Adapt > Import Page Layout!

Once it is done, you will see the below screen:

page Layout 12.png

Click on Browse and find the file you just saved.

Once you select the file and apply, the below message will be shown. (It might be REALLY fast).

page Layout 13.png

To check the progress here, you will have to go to the Silverlight Client, as advised on the message shown.

To do that: Adapt > Launch in Microsoft Silverlight.

Once in Silverlight, you have to go to the Administrator Workcenter > Content Transfer. Check below:

page Layout 14.png

  Click on the red circled view and you will be able to see the progress on the importing.

page Layout 15.png

After having it done, all you have to do is assign the Layouts as desired and they will be working just fine. In case they don’t, feel free to open an incident as per advised on:

http://scn.sap.com/docs/DOC-62906 – How To Create Incidents

http://scn.sap.com/docs/DOC-63642 – Incident Handling

Important Note: you can only import layouts from the same version of the system or below. Example: if you have a tenant on the 1505 version, you can only import layouts from 1505, 1502 or below versions.

Well, I think that is the end of Part III! πŸ˜€ Please check Part Ihttp://scn.sap.com/docs/DOC-66854 and Part II http://scn.sap.com/docs/DOC-66856.

For more Cloud For Customer guides -> http://scn.sap.com/docs/DOC-62697.

You know the drill! Let me know in case of doubts or suggestions! In case there is something missing, give me a shout and I’ll check ASAP! πŸ™‚

Best regards,

Felipe

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8 Comments

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  1. Karthik Suryanarayanan

    Hello Felipe,

      Great Article. But few things to note.

    1. I find that When I import to a new tenant, The changes done on the quick create screen like adding a field, renaming the field are not reflected in the new tenant after importing/
    2. Can you explain the NOTE that you had mentioned that you can import only within same versions.? During my implementations, there has been 2 updates so far. Will it impact when I import all of this to production?
    (0) 
    1. Felipe Fraga Post author

      Hi Karthik!

      Thanks for your comments!

      In regards to them:

      1- I believe it should work. In case you have any specific case in which it happened recently, I’d suggest you to open an incident so support/development can check it further;

      2- Example: You have a test tenant that was upgraded to the 1511 release, you will not be able to import layouts from the 1508 or any earlier version.

      Please let me know in case you need more info πŸ˜€

      Thanks and regards,
      Felipe

      (0) 
  2. SivaRamaKrishna Joginipally

    Hi Felipe,

    Thanks for the great article.

    I have a question regarding extension fields added after go-live.

    For eg.,

    1. Our initial project is live and we created custom fields in adaptation mode in test tenant.

    2. Created pagelayouts which includes standard and the newly enhanced custom fields via adaptation.

    Now in Production.,

    1. My understanding is we re-create custom fields again and keep the same names.

    2. When we import page layouts from the test tenant

        a. Does it import successfully or will we have problems?

        b. If import works properly,  does it automatically recognize the custom fields in production or will we have any issues?

    Your input will greatly help us and deal with issues in a better way.

    Thanks,

    Siva.

    (0) 
    1. Felipe Fraga Post author

      Hi Siva,

      Sorry for taking so long to answer.
      I’m not sure if you still have the issue.

      However, I believe you won’t be able to use the Layout from one system to another if they are not copies. What would cause the issue here is that the ID of the Custom Fields are not the same.

      Hope to have helped,

      Felipe

      (0) 
  3. Michele Costa

    Hi Felipe thanks for your article!

    As you now, do a page layout is a time consuming activity but unfortunately we don’t have a way to duplicate an existing page layout.

    I try to achieve this result using export-import (changing page layout name in xml file) but it does not work.

    Do you have any idea?

    Thanks,

    Michele

    (0) 
    1. Felipe Fraga Post author

      Hello Michele,

      Could you please let me know what is the purpose of duplicating the layout?

      Do you meant to assign it to more than one role or something like this?

      Best regards,
      Felipe

      (0) 
      1. Michele Costa

        Hello Felipe, the purpose is to assign page layout 1 to a business role and page layout 2 to another business role. If page layout 1 is done and page layout 2 is very similar to the first, it would be very helpful copy page layout 1 and change only few fields in the second page layout.

        Michele

        (0) 
        1. Stefan Katschewitz

          Hi Felipe, Michele,

          I agree to the request placed by Michele. We have a very extensive read-only page layouts on accounts. Now basically the very same layout is required with changes only to a few fields. Since I now have to again start from scratch (master layout) this will be a very big Task. If I could just copy the existing read-only page layout it would justΒ  be a matter of a couple seconds.

          I was wondering if one might download only that particular page layout, do some changes to the XLM and upload again. But I fear that would Crash our tenant…

          Regards
          Stefan

          (0) 

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