ITM116 Using ChaRM, CSOL, and Retrofit to Support a Dual Project and Production

Lovnish Mahajan –SAP BASIS and Solution manager Architect Robert Max- Application Technology Manager, Novelis

ITM 116                

 

Describe how Change and Request Management (ChaRM) from Solution Manager supports the development and configuration process

Lists the Important steps to deploy ChaRM in your organization

Describe how ChaRM functionality of CSOL and Retrofit supports a dual production support and project landscapes

LEARNING POINTS

PROJECT BACKGROUND Novelis has launched a global deployment of SAP solution

across various regions and locations. Standard ALM tools and ASAP methodology has been

established for the implementation of the solution. Implemented the change management process and

transport management for the dual landscape systems at Novelis.

Solution Manager tool was also setup to be for implementation functions including global templates, business blueprinting, documentation and test management.

Partner in Parvotech Inc.- SAP consulting boutique -specializing in remote BASIS, Solution Manager and HANA consulting .

SAP Certified BASIS, HANA and Solution Manager Architect.

Over 15 years of experience in SAP BASIS Technologies, ALM, ITSM and Security with SMBs and Fortune 500 companies.

Extensive Experience in strategy, design, development and successful deployment of Application Life Cycle Mgmt. and IT service Mgmt.

Speaker at various conferences including SAPPHIRE, ASUG Annual conference and SAP TechEd.

About – Lovnish Mahajan

Is currently responsible for the technical support of Novelis’ portfolio of global applications including the teams supporting Solution Manager and delivering SAP Basis and Security Administration services.

He has had a key role in the construction of two of the world’s largest SAP Implementations for Fortune 500 consumer products companies.

Active in ASUG, Robert was the founding leader of the Solution Manager SIG, has spoken at numerous ASUG Annual Conference, SAP Active Global Support and TechEd Conferences as well as many regional events.

He has presented at ASUG events, TechEd and SAPPHIRE and awarded best presenter at an SAP AGS event in Walldorf

About – Robert Max

Novelis Global Footprint

9

Countries

25

OperationsEmployees

2,786 Kt

Shipments

$9.8b

Revenues

11,000

Shipments and Sales Based on FY 2013 Results; Employees as of March 31, 2013

Revenues

Employees

FRP Shipments

NorthAmerica

$3.4 Billion

3,100

988 kt

Europe

$3.2 Billion

4,300

847 kt

Asia

$1.8 Billion

1,800

556 kt

SouthAmerica

$1.4 Billion

1,800

395 kt

Shipments and Sales Based on FY 2013 Results; Employees as of March 31, 2013

Introduction to Novelis and SAP Program

First SAP Go-Live 2012 2014

Where UsedU.S and Canada,

Worldwide

SAP Version Installed

Other Bolt-ons, Applications Implemented

ERP- Ehp5, BI 7.3, SCM 7.0 Ehp2, SBOP 4.0, GRC, Solution manager-SP11

SABRIX, TIBCO, SharePoint, SaaS applications i.e. Poornata, Rate hub, Legacy MES interfaces

Adopted SAP Application Life-Cycle Management

ChaRM, SD, SMSY, Monitoring, HP ALM

Team dynamicsNovelis CoE ( Center of Excellence)

AMS and SAPoD Hosting partner

Novelis is the world leader in rolled aluminum products, delivering unique solutions for the most demanding global applications, such as beverage cans, automobiles, architecture and consumer electronics.

Novelis – Use of Solution Manager Road Map

Service DeskChaRM –

Change Request Management

Business Process Change Analysis

Integration to HP QC

Integration to Job Scheduling

System

Business Process

Management

Incident and problem Management

Multilevel Categorization

Service Level Agreement (SLA) Monitoring

Implement ChaRM( Normal, Urgent, Defect)

Automated workflow and approval process

Automation for transports of the production environment

Retrofit and CSOL

Management Dashboards and reporting

Integrate HP ALM with Solution Manager

Best practices for Testing

Automated testing – Integration testing

Integration into SAP TAO

Integrate external job scheduling system into Solution Manager

Best practices for Batch job Process

Automated Incident and Change Management

Activate Business process Monitoring

Activate Business process Management

SLA setup

Management Scorecard/reporting

Use BPCA for support pack upgrade, Major release upgrades

Include BPCA in change request management

How Change and Request Management (ChaRM) from Solution Manager supports the development and configuration process

Deploying ChaRM in your organization How ChaRM functionality supports a dual

production support and project landscapes

Agenda

Enables the management of SAP Solution Manager projects from top to bottom:

Starting with change management and project planning, through resource

management, to physical transports of changes from the development

environment into the productive environment.

Scope

Distribute software changes of ABAP

and non-ABAP objects (CTS+)

Comprehensive, workflow-driven

management

Management of maintenance,

template, implementation, and upgrade

projects

Benefits

Increased maintenance and project

efficiency

Reduced risk of correction and project

failure

Minimized costs for project

management & IT

Change Request Management (ChaRM)

ChaRM automates previously manual procedures:

Spreadsheets of changes and transports Closely couple documentation with the change Synchronize change status with TMS status

ChaRM addresses questions like

Who requested change X? Who tested change Y? What changes are still in development? Being tested? Waiting for

production ?

ChaRM vs TMS

TMS automates the transport process and ChaRM automates the paperwork: Approvals, Maintenance Cycles, Document reasons, related docs and Integrates with TMS

ChaRM:Pain Points

Who Uses ChaRM ?

Typical roles:

Change Manager :Tracks changes, expedites the processes, controls the

maintenance cycle

Lead/Solution Architect: Create a Change Document (CD) for the requested

and confirmed (e.g. CCB) change.

Developer/Configurator: Makes transportable changes and releases to

tester

Tester: Tests in QA and confirms successful test

Basis: Automates QA imports, Manually performs production imports

ChaRM:Pain Points

Change Request Management ChaRM

ChaRM Documents

15

ChaRM and TOCs

■ ChaRM Uses Transport of Copies to avoid releasing the original transport until unit testing is complete and Reduce the number of transports into production completed

16

Lead: Configuration I – Create Change Document (CD)

Ensures that all mandatory fields (especially the project and the Change Manager) are filled in the right form.

17

Lead: Configuration II

18

Lead: Configuration III

Scroll down until you reach the Transport Management area and create a transport

Additional Transports or Tasks could be added later if it would be necessary due to changes of Business Processes or Functions or Resources within the team.There will be an one to one between Tasks and Developer/Config people.

19

Lead: Configuration IV

The result is shown in the Change Document – Task list appears by clicking on the loupe.

The transport(s) could be imported later into Q1E/Q2E once the configuration will be done and the tasks in the DEV system will be released (Email from the processor).

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Processor: Configuration I

■ Select the Object you are configuring. Click the Configure button, you will be routed to SPRO in D1E:100 client

21

Processor: Configuration II

■ Complete the configuration in D1E:100 and save

22

Processor: Configuration III

Click on Own Requests instead of New Requests.

Choose the one given by the Lead

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Processor: Configuration IV

Þ Do the Unit Test in D1E 300 once configuration (DGE 100)

will have been done (transport could be copied with SCC1).

Þ DGE 100

Þ /nSE10

Þ Only the task and not the transport has to be released

Þ

Þ

Þ Send a mail to your lead to inform him or her that your part

of the transport (task) is ready for the integration test in

Q1E 300

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Lead: N+1 Configuration I

Checking the CD to see which of the tasks assigned to

the specific transport are already released.Þ Þ Þ Þ Þ In this case not all tasks are already released. So the

lead has to wait for ‘Robert Max’ or to ask him to

release his task alsoÞ Click on the following action once all tasks will be

released. Þ

25

N+1 Tester: Test the ‘Normal Change’

Scroll down up to the Landscape area and jump into the QGE 300.

Do your tests following the test instructions.

Add a test report

Inform the Processor concerning the test result through email

Click on the following action if the test result was bad.Only the Change Manager is allowed to ‘Confirm Successfully Test’.

How Change and Request Management (ChaRM) from Solution Manager supports the development and configuration process

Deploying ChaRM in your organization How ChaRM functionality supports a dual

production support and project landscapes

Agenda

Imposes discipline on the change management process:

Resistance to Normal changes (“But I want my change now!”)

Transports must be managed as part of ChaRM (“But I want to create my own transport directly in SE09!”)

Each change must be assigned to a project, categorized as Normal or Urgent, etc.: requires training

Support for ChaRM is cross-disciplinaryConsider managed services for ChaRM instead of

dumping it on BASIS

ChaRM Challenges

Project Team Trainings (not exhaustive)NPL Novelis Project Lifecycle

Training Code

Short Code Training Details Audience

NPL101 Tools OverviewTools Overview for Novelis 2.0 (Solution Manager, HP ALM, Share Point, SAP Productivity Pak)

All Novelis2.0 Team members

Project Administration

This training is related to Projects and Project Admin.·         Create Projects (Template, Implementation, Maintenance, Upgrade)·         Project Administration - Create Project·         Project Administration - Compare and Adjust

Administration

This training is related to Administration of the BPH and creating/modifying the BPML·         Creating/Modifying the Business Process Hierarchy·         Creating/Modifying the Business Process Master List

Administration

This training is related to Administration and Management of the WRICEF Project·         Administer the WRICEF Project·         Production Support Changes to WRICEF Objects·         Using WRICEF Objects in multiple Projects·         Compare and Adjust WRICEF Objects to relevant projects

This training is related to Transport Management for Project Landscape.·         Creating a Change Request ·         Assigning Transports to Team·         Prepare List of Transports for Batch move·         Transport Approval Process·         Verify Transport Move

Release Management Release Management for Production Support & Project Implementations

NPL110 + NPL180

Configuration This training is on Application Configuration in NovelisConfiguration Experts, Functional Leads, Consultants, Integration Managers

NPL120 + NPL180

Development This training is on Application Development in NovelisDevelopment Experts, Technical Leads, Consultants (ABAP, TIBCO)

Testing from SolMan

This training is related to Testing in Solution Manager·         Functional Unit Testing·         Technical Testing of Development Objects·         Develop Test Cases·         HP ALM Project Sync (Transfer Requirements)

Configuration Experts, Functional Leads, Technical Leads, Consultants (Functional & Technical), Developers, ,

Integration Managers, Test Lead, Testers

Testing

This training is related to Testing (QA COE)·         Build Test Cases for Regression in HP ALM·         Build Test Cases for Automation·         Build/Load Test Cases for Manual Testing in HP ALM·         Build/Finalize Test Labs (All Test Cycles)

Integration Testing Integration Testing

Defect Management Defect Management

NPL510 TIBCO Administration

This training is related to Administration and Management of the TIBCO Project·         Administer the TIBCO Project·         Production Support Changes to TIBCO Interfaces Objects·         Using TIBCO Interface Objects in multiple Projects·         Compare and Adjust TIBCO Interface Objects to relevant projects

Development Lead, Integration Manager, TIBCO Lead

NPL180 Change Management Scope Change Management All Novelis2.0 Team members

NPL170 Training BuildThis training is on End User Training Build (Simulations recording in Solution Manager)·         Develop Business Process Procedures (Training Material)

Business Analysts, Functional Experts

NPL150

NPL100 + NPL180

Project Managers, Administrators, Integration Managers, Development Leads, Functional Leads, Technical Leads,

Training Sharepoint Site

How Change and Request Management (ChaRM) from Solution Manager supports the development and configuration process

Deploying ChaRM in your organization How ChaRM functionality supports a dual

production support and project landscapes

Agenda

ChaRM two projects for two landscapes

32

Cross System Object Lock

The cross-system object lock ensures that when

an object is changed in a satellite system, a lock

entry is created for this object in the central SAP

Solution Manager system. Depending on the

selected conflict analysis scenario, this lock entry

prevents changes being made to this object in any

other transport request. This applies to all satellite

systems and clients for which the cross-system

lock has been activated.

33

CSOL Example

Config lead C2C creates a new transport within the C2C functional CD for DGE 100 (Maintenance Dev system) to fix a bug in the customization table ‘Payment Terms’ and send the transport number to the configurator BRUCHM

Configurator BALLUSUS wants to configure ‘Payment Terms’ out of SOLAR02 within the R2 project for D1E 100 ( Project Dev system) using

an existing C2C transport.

34

CSOL Example

Configurator BALLUSUS gets the following error message

and has to cancel this change or to store it with a different key. In all cases he should contact BRUCHM to discuss and solve this conflict.

This lock exists until BRUCHM released his transport and until his transport will be imported into production.

35

Cross System Object Lock

CSOL TablePGY 300

DGEK901234Object V_T187 Key XYZ D1EK905678

Object V_T187 Key XYZ

Future and normal situation

1st

2nd

Additional control functions in ChaRM => CSOL

Change Document in PGY

37

Retrofit

The main new features and advantages of the Enhanced Retrofit Functionality can be summarized to:

Automatic Categorization of Objects (Auto Import, Semi-automatic, and Manual)

Automatic Categorization of Objects (Auto Import, Semi-automatic, and Manual)

The categorization takes place after the release of a transport request. The release creates the retrofit data.

ChaRM - Retrofit to keep both landscapes in snyc

ChaRM - Retrofit to keep both landscapes in snyc

Retrofit to keep both landscapes in snyc III

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Lead: Usage of Retrofit

. showing the key(s) or objects which cause the conflict.

You could add notes

You could compare the object in DGE with D1E

You could confirm the object once the conflict is solved or it becomes clear that the target should be overwritten.

42

Lead: Usage of Retrofit – Dependency

The button showing you the Sequence Dependencies.

With you switch into the Correction Workbench.

.

43

Lead: Start Retrofit from a CD

You could start the retrofit process from the CD once you got a Email from the Change Manager that there is a conflict. CD needs to be in the following status:

Jump into PGY 300

The list showing all transport requests which belong to the CD. Double click on a line to get the details of the transport request including conflicts on the object level.

Typical ChaRM Implementation Timeframe

Avoid the manual process of synchronizing changes between Project and Support SAP systems.

Reduce the schedule and timeline for managing changes between multiple systems but automating the process.

Extending other Solution Manager functions including Solution documentation, end to end testing – provides a comprehensive Change Mgmt., solution with out the need of 3rd party tools.

RETURN ON INVESTMENT

Establish a clear roadmap for implementing and utilizing various functions of ChaRM in Solution Manager.

Realize that Solution Manager can be used for a new SAP implementation or for an existing SAP solution.

Not ALL functions of Solution Manager need to be deployed and utilized. Identify the key functions and gaps and implement the same.

Solution Manager can easily be integrated with other ALM/ITSM tools like HP QC, ARIS, ServiceNow and more. Take advantage of the same without implementing or redesigning the system.

Solution Manager is not just a BASIS tool, it can be utilized by various other teams including Project Management, Testing and Change Management.

KEY LEARNINGS

THANK YOU

THANK YOU FOR PARTICIPATING

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