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

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.

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- Ehp7, BI 7.4, SCM

7.0 Ehp3, 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.

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

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

Categorizatio

n

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

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

14

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

15

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.

16

Lead: Configuration II

17

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.

18

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).

19

Processor: Configuration I

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

20

Processor: Configuration II

■ Complete the configuration in D1E:100 and save

21

Processor: Configuration III

Click on Own Requests instead of New Requests.

Choose the one given by the Lead

22

Processor: Configuration IV

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

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

DGE 100

/nSE10

Only the task and not the transport has to be released

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

23

Lead: N+1 Configuration I

Checking the CD to see which of the tasks assigned to the

specific transport are already released.

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 also

Click on the following action once all tasks will be released.

24

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-disciplinary

Consider managed services for ChaRM instead of dumping it on BASIS

ChaRM Challenges

Project Team Trainings (not exhaustive)NPL Novelis Project Lifecycle

Training

CodeShort 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 +

NPL180Configuration This training is on Application Configuration in Novelis

Configuration Experts, Functional Leads, Consultants,

Integration Managers

NPL120 +

NPL180Development This training is on Application Development in Novelis

Development 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 Build

This 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

31

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.

32

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.

33

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.

34

Cross System Object Lock

CSOL TablePGY 300

DGEK901234Object V_T187 Key XYZ

D1EK905678Object V_T187 Key XYZ

Future and normal situation

1st2nd

Additional control functions in ChaRM => CSOL

Change Document in PGY

36

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

40

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.

41

Lead: Usage of Retrofit – Dependency

The button showing you the Sequence Dependencies.

With you switch into the Correction Workbench.

.

42

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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