This document provides various recommendations to prepare your up-and-running SAP Solution Manager 7.1 solution documentation for a smooth transition to the upcoming SAP Solution Manager 7.2 release.

Please note: This is a collection of tips and tricks. Not all information in this document might be relevant for every customer, depending on the individual setup of SAP Solution Manager.

Start using SAP Solution Manager innovation today on 7.1

IT Project & Portfolio Management

IT PPM replaces SAP Solution Manager 7.1 project management capabilities in SAP Solution Manager 7.2. The functional differences between IT PPM on SAP Solution Manager 7.1 and on SAP Solution Manager 7.2 are non-disruptive and therefore manageable. Using IT PPM already on 7.1 simplifies the transition to 7.2. For more information on integration IT PPM and SAP Solution Manager 7.1, see the documentation.

Blueprint Generation

In SAP Solution Manager 7.2, the libraries are organized based on the application component hierarchy. The blueprint generation report available on SAP Solution Manager 7.1 builds up a process step library structured by the application component hierarchy and using customer system usage.

  • For customers who do not currently have any solution documentation, this can be the foundation for building up solution documentation structured according to the application component hierarchy.
  • Customers with an existing solution documentation can use this report in SAP Solution Manager 7.1 to evaluate the structure and prepare conceptually for the new Process Management environment in 7.2. Please note that the project generated for evaluation should not be used for content activation.

You can download the report from SAP note 2061626, and you can find more information in this document.

Minimize extra effort: Carefully evaluate your integration activities

SAP Solution Manager 7.1 offers various integration possibilities, for example in the solution documentation area, the test management area, the ITSM area and the operations part.

Customers who are using the following integrations cannot upgrade to the first release of SAP Solution Manager 7.2, as the interfaces have not yet been adapted. The adaptations are currently planned for later.

Integration Area
IBM Rational Test Management
SAP Quality Center by HP Test Management
SAP Productivity Pak by ANCILE Solution Documentation
Software AG ARIS Suite* Solution Documentation
SAP Workforce Performance Builder Solution Documentation

*SAP Solution Manager 7.2 provides built-in graphical modeling capabilities. SAP recommends to carefully evaluate these capabilities as they could reduce the need for 3rd party modeling tools.

Minimize activation effort: “Smart document” your solution today

Keep your business process structure simple

The business process structure in SAP Solution Manager 7.1 is limited to the three levels “Scenario” – “Business Process” – “Business Process Step”. If you needed more than three levels, SAP AGS best practices recommended circumventing this restriction with naming conventions, e.g. “level 5 -> level 4 -> scenario”.

If you use these naming conventions, do not change anything in SAP Solution Manager 7.1. You can change the additional levels into regular folders, manually, after upgrading to SAP Solution Manager 7.2.

If you start using SAP Solution Manager 7.1 now, and intend to use such a naming convention, follow the guidelines in this best practice document. Only do so if it is unavoidable, because it can require additional effort to change the additional levels into regular folders in SAP Solution Manager 7.2.

Assign executables on process step level

To ensure a smooth transition and reduce post-activation effort, assign test cases and one executable (transaction/report, etc.) on process step level wherever possible, to ensure correct functioning of Test Management, Business Process Monitoring and other SAP Solution Manager capabilities.

Executable variants

The executable variants concept in SAP Solution Manager 7.1 let you add variants to an executable attached to a process step. In SAP Solution Manager 7.2, executable variants will be represented by single process steps (one step for each variant)., Executable variants will be converted into single process steps during content activation.

Deprecated SAP attributes

In SAP Solution Manager 7.2, the set of SAP attributes has been cleaned up and reduced, so the attributes listed below will no longer be available. If you use them now, and want to retain them after the upgrade to SAP Solution Manager 7.2, you can convert them into customer attributes during content activation.

Structure element attributes:

  • Industry, Component, Template ID, Custom Development, SAP Modification, SAP with Enhancement, SAP Standard, ESR Assignment Key, BPMS Assignment Key, Keywords

Assignment attributes:

  • Keywords, Is Default, Processing Type, Ext. Test Tool relevant

Document attributes:

  • Blueprint-Relevant, Duration, Technical Name, Business Partner, General Documentation, End User Documentation, Ext. Test Tool, Solution Builder Key, Solution Package ID

Tag your copied projects

This information is only relevant for customers who regularly create copies of projects, to keep a snapshot of a project.

This is not generally recommended, because it greatly increases the number of projects in SAP Solution Manager. The result may be that projects which are not required are activated during content activation. Customers may then have to invest in unnecessary post-activation clean-up activities.

If you need to take project snapshots in SAP Solution Manager, label them as not activation-relevant, using a naming convention. Project-based archiving capabilities are planned for a later functional enhancement of SAP Solution Manager 7.2.

Clean up your existing solution documentation

To ensure a smooth transition, clean up your existing solution documentation.

  • Clean up „dead-end“ shortcuts which point to elements that no longer exist
  • Use report AI_DIR_STRUCTURE_NO_LOGCOMP to find process steps which have no logical component assigned, and assign a logical component to them (or remove the steps)
  • Use report SOLMAN_DOCU_VERSION_ARCHIVE* to archive old versions of KW documents. Alternatively, you can use report SOLMAN_DOCU_VERSION_DEL* to delete old versions of KW documents. This step is optional, to free up database space.

Please note: KW documents which are not assigned to any structure object will not be activated. They will no longer be accessible after content activation. You can use report SOLMAN_UNUSED_DOCUMENTS to find unassigned KW documents.

(* Implementation of corrections from SAP Note 1360988 and 1360436 necessary )

Ensure a smooth transition: update your managed systems

Keep your managed systems up-to-date

SAP Solution Manager 7.2 needs connectivity to the SAP systems in the customer landscape, for example to retrieve data for library generation and for monitoring purposes. This is technically ensured through the ST-PI and ST-A/PI packages, which are installed in the managed systems.

To ensure that the technical upgrade of your SAP Solution Manager system runs smoothly, SAP recommends that the ST-PI and ST-A/PI levels of customers’ managed systems should be at the latest available version. Please see the minimally required versions below.

Package Name Required SP level
ST-PI 2008/1 710 SP12
ST-PI 2008/1 740 SP02

As this may affect a high number of systems in customers’ system landscape, SAP recommends to include this update into the regular maintenance schedule or carefully plan the update before updating SAP Solution Manager to release 7.2.

Keep your CIM model and CR content up to date

SAP provides product information and landscape data via updates of the CIM model (Common Information Model) and CR content (Component Repository content).

In preparation of the content activation, SAP recommends to update CIM model and CR content before the actual upgrade to SAP Solution Manager 7.2. Otherwise, updating the CIM model and CR content has to be performed during the mandatory post-upgrade activities and can be quite time-consuming.

You can find more information in SAP note 1701770 (LMDB CIM model and CR Content prerequisite) and in SAP note 669669 (Update of SAP System Component Repository in SLD).

Evaluate your existing projects & solutions

Overview Report

The “overview report for projects and solutions” gives you an overview of your existing projects and solutions in SAP Solution Manager 7.1. It will help you to identify projects relevant for activation, and projects which can be discontinued or deleted. The information from the report will help you to prepare content activation, and reducing the effort required. The report can be downloaded via SAP Note 2161244.

Prepare the content activation in advance

The guided procedure in transaction PREPARE_ACTIVATION helps you to define the activation scope before you start the activation process. It also helps you to understand and plan the future logical component group design, and to align it within your company. The execution of this procedure is a prerequisite of content activation. It will not change existing data in your SAP Solution Manager 7.1 system.

PREPARE_ACTIVATION is currently in a closed beta mode. It will be available via SAP Note once it is released.

Template Management/Global Roll-Out

Template Management lets you create re-usable process content in SAP Solution Manager 7.1. The global roll-out functionality defines a central process template, and rolls it out into local projects.

In SAP Solution Manager 7.2, the template management functionality is replaced by a new concept, and the strong re-use paradigm. Template projects can be migrated to SAP Solution Manager 7.2 and activated.

If customers use the global roll-out functionality heavily, upgrade to SAP Solution Manager 7.2 is initially not possible. The successor to the global rollout functionality is currently planned for a future SP.


SAP Solution Manager 7.2 has new authorization objects:

SAP_SM_SL_* (Process Documentation)

SAP_SM_KW_* (Document Management)

Roles and profiles must be updated to reflect these new authorization structures. See the SAP Solution Manager 7.2 security guide.

Additional topics: Preparation activities beyond Solution Documentation

Maintenance Planner

Maintenance Planner replaces Maintenance Optimizer in SAP Solution Manager 7.2, and is already available for SAP Solution Manager 7.1. Using the Maintenance Planner already in 7.1 simplifies the transition to 7.2. For more information, see this blog and this document.

SAP S/4HANA can only be maintained and updated using the Maintenance Planner.

Prepare Business Process Monitoring

In SAP Solution Manager 7.2, all Business Process Monitoring capabilities will be available on the Monitoring and Alerting Infrastructure ONLY. Customers who use capabilities like Business Process Monitoring on SAP Solution Manager 7.1 SP 12 (or higher), and have not yet completed the transition to MAI, should move to MAI before upgrading to SAP Solution Manager 7.2.

Additional knowledge resources

You can find lots of additional information related to the transition to SAP Solution Manager 7.2 in the Content Activation WIKI.

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  1. Stephan Heinberg

    We run SM 7.1 and plan an upgrade to 7.2 in Q4.

    We use SOLAR02 with TREX full text search integration.

    How will TREX work with 7.2 SOLDOC UI5?

    Do we need to upgrade TREX?



      1. Stephan Heinberg

        Dear Olegas,

        Thank you for your fast reply.

        Does this mean SOLDOC uses Embedded Search?

        Do you know if SAP has published any more official documents?

        In this note SolMan is not mentioned.

        According to the note, we would need to reinstall TREX in order that is works with embedded search?

        Why is this not mentioned in this preparation blogs?

        Thanks again,


  2. Elsa Roman


    Thank you for the information. I do have a question regarding the Global Roll-out Management, you said that a successor feature will be planned for a future release. Could you tell me more about it ? What will it be ? When will it be available ?



    1. Benjamin Schneider Post author

      Hello Elsa,

      due to legal restrictions we are not able to talk in detail about upcoming functionality and planned dates. We plan to have a follow-up concept available with the next functional release of SAP Solution Manager. This concept should be fully based upon the new process management capabilities in Solution Manager 7.2.

      Best regards,


      1. Daniel Lippmann

        Hello Benjamin,

        we’re running a SolMan testdrive on CAL/AWS. I know I’ve seen a documentation on how to export CR Content from a customer system and import it. Can you tell me where I can find this?

        Best regards,

        Daniel Lippmann

        1. Benjamin Schneider Post author

          Hello Daniel,

          the documents have been moved to the EKT material. Please go to and navigate to the learning map “Content Activation”. There, you need to look for the “Prepare” section, where you will find the documents which describe how to import your own content into the CAL system.

          Best regards,


          1. Solman Novice

            Hi Ben

            I am not able the access the ” ” . it comes out with an authorization error.

            what is the procedure to get access ?

            Another question regarding the templates for global roll outs , you have mentioned there is new functionality to replace the templates using the strong reuse paradigm

            Please explain the reuse paradigm and also good if there any documents on the same


            sol man

            1. Benjamin Schneider Post author

              Hi “Solman Novice”,

              the EKT area in the support portal is accessible with your S-User credentials. If you have authorization issues with your S-User, please check out the page Getting Started | SAP Support Portal or call the SAP Support Center (local phone number can be found on the support portal entry page which should be reachable without logging on).

              Documents explaining the reuse paradigm in the new process management capabilities in SAP Solution Manager 7.2 can be found in the EKT material, so I would suggest to get your authorization issues sorted out. The follow-up concept for global roll-out / template management will be called “sites” in solution documentation, and it is planned to be available with SolMan 7.2 SP03. Once this SP is available, there will also be more rollout information on this topic available.

              Best regards,


  3. Endre Rasmussen


    Thanks for good information Benjamin!


    In the section “Clean up your existing solution documentation” its a statement saying; Please note: KW documents which are not assigned to any structure object will not be activated. They will no longer be accessible after content activation.

    Does this mean that these documents cannot be accessed/opened or link to the structure after the content activation in 7.2? What if you want to have all documents available because of audeting?

    Best Regards

    Endre Rasmussen



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