ChaRM Overview2

ALM Solution Management

November 2013

Change Request Management Overview & Latest Enhancements

2013 SAP AG. All rights reserved. 3

Change

Request

Management

Change Control Management Overview

Quality Gate

Management

Change and Transport

system (SAP / Non SAP)

Central Transport

Management

Retrofit Transport

Analytics /

Configuration

Validation

Change

Control

Management


Challenges for Change & Release Management

Organizational challenges with existing Change Management processes

Growing complexity of IT infrastructure leads to issues with changes in organization

Many general issues with Changes and their implementation in the company


Key Benefits with Change Request Management

Best-Practice Processes

Risk Minimization

Integration in technical Tools

Better traceability of

Changes

Easy Adoption and highly

customizable

1 2 3 4 5

Best-Practice Processes 1


Separate Requests from Change Implementation & Deployment

Process Layer: Change & Release Management Process

Create

Request for

Change

Process

Request for

Change

Handover to

Execution

Manage Change

Execution

Coordinate

Release &

Deployment

Close

Change

1 Request for Change 2 Change Document 3 Change Cycle


Control impact: bundle changes for a joint-deployment

Release compilation via

Change Cycle Joint Deployment

Individual request and

implementation of Changes

Change Request Management supports Release Management process for better change deployment control and risk mitigation


Maximize flexibility with Single Change Strategy

Individual Deployment Individual request and

implementation of Changes

Possibility to manage Independent Changes if Release Management is not applicable for organization or IT


Pre-Configured Email Notifications for HTML Mailing

Change Request Management now features some

pre-configured Email Notifications

Based on HTML Mail functionality of SAP CRM

Easy to adapt with own HTML Templates

Triggering based on Actions and Conditions

Preconfigured for Standard Transaction Types

Actions & Conditions already created

NEW FEATURE

Risk Minimization 2


Ensure authorization of Changes via Approval Procedures

Avoid & reduce risk of un-authorized changes via Approvals

Create Request for

Change

Validate Request

for Change Approval Implementation


Approval Procedure

Step 1 General Approval Approver A

Step 2 System Approval Approver B

Enhanced Approval Management: Business Partner Check

Additional security and authorization checks

Business Partner check for approvals, integrated with delegates functionality

Approver A

Other User

Approver B Substitute

NEW FEATURE


Approval Procedure

Step 1 General Approval Approver A

Step 2 System Approval [Group ABC]

Enhanced Approval Management: Group Approvals

Delegate approval decisions to groups

Any member of the group, can perform the approval step

Approver A

Group ABC

NEW FEATURE


Lower risk through consistent testing of Changes

Avoid surprises via built-in 4-eye principle and integration with Test Management

as well as Business Process Change Analyzer

Test Workbench


Documentation & Logs overcome risk of undocumented Changes

Keep Overview via Detailed Logs and Change History

Integration in technical Tools 3


Change Request Management closes gaps between

Processes and Technical Tools

Process Layer: Change & Release Management Process

Technical Layer: Implementation / Execution of Changes

Create

Request for

Change

Process

Request for

Change

Handover to

Execution

Manage Change

Execution

Coordinate

Release &

Deployment

Close

Change


Major benefits through deep technical integration

Save time and money: less manual effort through integration 1


Increase working comfort with integrated functions

Transport Management System Enhanced Change & Transport System

Manage ABAP and Non-ABAP technologies via CTS+

Create and Release Transports in direct context of Changes

Control technical Deployment via Workflow

&


Automatic tracking of transports and changes

Get rid of endless spreadsheets through automatic change tracking

for easier Release deployment


IT Calendar Integration

Change Request Management is now integrated with the IT calendar of SAP Solution Manager

Establish a central IT

calendar for all your

changes, projects, work

modes and downtimes

Create a common

Release calendar, and

visualize the project

schedules of your project

cycles

Create a Change

calendar to show all

planned changes for a

certain time

NEW FEATURE


Minimize effort for landscape synchronization with Retrofit

Dual landscape synchronization with Minimized effort

Implementation Projects

Maintenance Projects in Cycles

DEV TST

Con QAS PRD

1. Select Transport

2. Choose Method (based on conflict detection)

Automatic

Tool Supported

(Conflict Case)

Manual

(Conflict Case)

3. Do the Retrofit


Report

XYZ

Synchronizing Maintenance and Innovation is an Issue

1) Start of Release Development

2) Issue in Production Fix required

3) Perform Correction in Maintenance

4) Transport fix to Production

5) Synchronization issue in DEV

6) Manual check for conflict

1) No conflict case: manual re-transport required

2) Conflict case: manual resolution with high effort

7) Back to regular maintenance operations

High Synchronization

Effort Required!


Report

XYZ

Synchronizing Maintenance and Innovation is an Issue

1) Start of Release Development

2) Issue in Production Fix required

3) Perform Correction in Maintenance

4) Transport fix to Production

5) Synchronization issue in DEV

6) Manual check for conflict

1) No conflict case: manual re-transport required

2) Conflict case: manual resolution with high effort

7) Back to regular maintenance operations

Retrofit fully automates 90% of synchronization tasks between tracks!

6) Automatic check for conflict

1) No conflict case: no action required - automatic transport

2) Conflict case: easy resolution through tool support (e.g. split screen)

Retrofit



Save time and money: less manual effort through integration

Ensure integrity and safety for your IT infrastructure

1

2


Ensure proper testing and reduced downtime

Iterative testing: Possibility to test changes in QAS, without releasing original transports

Only original transport will be released - less transports for import

mean less import times

Transport of Copies is built-in into standard Change Request Management processes

PRE PRD DEV QAS

Original Transport

of Normal Change

Transport of Copies



Receive warnings before creating potential downgrade situations or creating a real downgrade!

2) Downgrade Protection Checks 1) Cross-System Object Lock (CSOL)

Dev System 1

Client 1

Production

System Dev System 2

Client1

Test

System

Cross System Object Lock

Object A

Object A


QAS PRD DEV

Flexible Change Request Management

Downgrade Protection

Vers.1

Vers.2

2nd Change of Object A

1st Change of Object A Release Object A V1

Release Object A V2 Import Object A V2

Protection at Change

Protection at Release

Protection at Import

Vers.1

Vers.2

Import Object A V1

Vers.1

Vers.2


Avoid critical situations caused by changes on important objects

Define critical objects

Approve critical objects

Create a blacklist of critical objects and control all changes to those sensitive objects with additional approvals




Get more flexibility without risking consistency


1

2

3


Transport with Cluster and Collection

BID Non-

ABAP

BIQ Non-

ABAP

BIP Non-

ABAP

BWD

ABAP

BWP

ABAP

BWQ

ABAP

ERD

ABAP

ERP

ABAP

ERQ

ABAP

PRD

Cluster

DEV

Cluster

QAS

Cluster TC cCTS

Infrastructure

TR

TR

TR

Two New Entities

Transport Collection

Container bundles and synchronize transport

requests

Transport System Cluster

Groups systems with the same role

Transport routes are defined between clusters

Collections are transported between clusters

Transports

NEW FEATURE


Flexibility for Managing Changes and Transports

Changes can be reassigned to another Change Request Management project

Project A Project B

Transports can be assigned or decoupled from a Change Document Change Document

Transport A

Transport B

Transport C


Flexibility when Importing Changes into Systems

Changes can be taken out of the Release and

preliminary imported if required

Changes assigned to

Change Cycle


Technical import of transports dependent on status of Change Document

Flexible Import Options: Status driven Import

Solution Manager

Change Cycle 4711

Normal Change 2

Status: Requires

Re-Test

Normal Change 3

Status: Successfully

Tested Production System Buffer of

Production System

Normal Change 1

Status: Successfully

Tested

Status = OK Import

Status NOT OK


New Import Strategy: Selective Import

Freely select the changes and transports, that shall be imported into a system Additional variant: Intelligent pre-selection

based on status

Note: SAP only recommends to use the

selective import if all changes and transports

are not related to each other and have no

interdependencies

NEW FEATURE




Get more flexibility without risking consistency


Keep the overview and benefit from additional transparency

1

2

3

4


Keep the overview and benefit from additional transparency

Instantly see all related technical transports, tasks and information when checking the content of a change


Dont loose the link between Process- and Technical-Layer

Track the status of the imports directly in the Change Documents

Get notifications about potential risks or transport errors

Missing Synchronization Open Transports Transport Errors Missing Transports

? ? ? ?

Better traceability of Changes 4


Powerful monitoring and search functionality


Change Request Reporting & Tracking Functionalities

Which change requests are in process/completed...?

How long do change requests take to be completed?

Which transports belong to which change request and vice versa?

What is the current transport status (in which system)?

How many change requests were declined?

Change Request Management - Reporting Change Request Management - Tracking

Sequence Dependency analysis: Find out about sequence violations of customizing and workbench requests.

Delta Analysis for Change Request Management based transports and changes.

BW Content


Powerful reporting and analytics capabilities based on SAP BW

Multiple Filter Values

to redefine data

Graphical

representation of Data:

Requests for Change by

Status

Tabular Data


Overview New Integration Features with SAP PPM

SAP PPM Project can be linked with SAP Solution Manager

project

Project Management specific information are set to read-only in

SOLAR_PROJECT_ADMIN

PPM Tasks can create Request for Change

Link between Task and CRM Transaction will be established

Relevant data is transferred from PPM Task to Change Transaction

1:1 relationship between Task and CRM document

Time Recording / Effort Feedback from Change to PPM Task

Recorded effort will be transferred back to PPM for Project

Management Office (PMO)

Task status shall reflect status of CRM Document

SAP Solution Manager

SAP ERP

PPM

IT Portfolio (PPM-PFM)

IT Projects (PPM-PRO)

Project Accounting on

PSP or IO HR/CATS

This presentation and SAPs strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement

NEW FEATURE


Screenshots - Integrated Project- and Change Management

This is the current state of planning and may be changed by SAP at any time. This presentation and SAPs strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement

PPM project

Integration

Task

SAP Solution

Manager Request for

Change

NEW FEATURE


Screenshots - Integrated Project- and Change Management

This presentation and SAPs strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement

NEW FEATURE

Easy Adoption and highly customizable 5


Highly configurable according individual requirements

Entirely modular solution to ease adoption as much as possible

Many Customization and Configuration options to adapt to

individual process requirements

Completely flexible User Interface for high end-user satisfaction


Lower TCO and get quicker ROI with Change Request Mgmt.

No installation required - mostly SAP Solution Manager is already part of IT landscape

Highly preconfigured: best-practice processes from SAP for faster Return on Investment

Similar features as other tools plus deep technical integration

No additional license cost reduce longterm TCO


Change

Request

Management

Change Control Management

The whole is more than the sum of its parts

Quality Gate

Management

Change and Transport

system (SAP / Non SAP)

Central Transport

Management

Retrofit Transport

Analytics /

Configuration

Validation

Change

Control

Management

Transparency


More information needed?

Visit our IT Service Management Wiki

in the SAP Community Network

Presentations, Information, Demos around IT Service Management and Change Request

Management

Content is targeted and tailored for Managers, End-Users and Administrators

Link: http://wiki.sdn.sap.com/wiki/display/SAPITSM

@SAPITSM

Thank You!

Tobias Hauk ALM Solution Management

ITSM, Change Request Management

SAP AG

Dietmar-Hopp-Allee 16

D-69190 Walldorf

[email protected]