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Produced by Wellesley Information Services, LLC, publisher of SAPinsider. © 2016 Wellesley Information Services. All rights reserved.
Managing Change Releases with SAP Solution Manager
Steve ChristianNIMBL
1
In This Session
• Identify the constraints and challenges in managing multiples releases within an SAP
landscape
• Learn about tools included with SAP Solution Manager to help manage projects, releases,
and change within an SAP landscape
• Understand how we can deploy tools to support ITIL standards-based release
management
2
What We’ll Cover
• Challenges with change management
• SAP’s change and release management tools
• Tool features and functionalities
• Object protection capabilities
• Wrap-up
3
Challenges from the Business
Keep the lights on
• Manage a complex and growing or
changing IT environment
• Growing and changing market
conditions require quick adjustments
Maximize current investments
• Maximize the value of our SAP
maintenance agreements we should
be implementing the latest
functionality from SAP
Business requires new functionality
• Blend of IT services and solutions – on-
premise and cloud-based applications
Investing into new functionalities
and enhanced capabilities within
software is required to support and
sustain the growth of our
organization
4
Challenges Within IT
General Issues
• No overview about all changes
• Unnecessary changes, doubling
of effort
• Compliance to audit rules (e.g., FDA,
SOX)
Organizational Challenges
• No adherence to change process
• Missing control over external
developers
• Process is too complex
Growing complexity of IT
• More and more systems
• More and more people
• Unclear responsibilities
Reduce IT cost of ownership while
maintaining a complex landscape of
systems and staying legally
compliant
5
Typical Change and Release Management Tasks
• Organize requests in a central repository
IT and business requests
Categorize, validate, and review
Assign priorities
• Perform capacity planning for resources
Do we have the resources to deploy?
When can we promise delivery?
• Coordinate and control the implementation
From development to testing and deployment
Determine dependencies and risks
Understand impact to organization
6
What We’ll Cover
• Challenges with change management
• SAP’s change and release management tools
• Tool features and functionalities
• Object protection capabilities
• Wrap-up
7
Change Management in SAP Solution Manager
Improve Visibility and Planning
Leverage Change Request
Management (or QGM) to plan,
organize, and manage change in both
SAP and non-SAP applications
Leverage SAP Innovations
Centralize process documentation support
Go-Live, then monitor and maintain
applications long term
Implement Without Fear
Detect and analyze the impact of
enhancements to your SAP Business Suite
system before implementation
Leverage Scope & Effort Analyzer, BPCA,
Test Mgmt.
SAP Solution Manager provides the
tools required to implement and
operate SAP landscapes in
accordance with industry best
practices
Source: SAP
8
SAP’s Change Management Tools
• Change Request Management (ChaRM)
Manage the Request for Change process
Govern the implementation of change for all applications (SAP and non-SAP)
Integrate with IT ITSM, Test Management, and Change Impact Analysis
ITIL-certified, browser-based UI, central repository
• Quality Gate Management (QGM)
All the technical capabilities of ChaRM, no UI
Change and release documentation not stored in SAP for example, Remedy,
ServiceNow, JIRA, Cherwell, etc.
9
What We’ll Cover
• Challenges with change management
• SAP’s change and release management tools
• Tool features and functionalities
• Object protection capabilities
• Wrap-up
10
SAP’s Request and Change Process
Source: SAP
11
Change Types in ChaRM
Source: SAP
12
Best Practice Workflow
• Workflow is highly customizable based
on SAP CRM
• Actions and conditions already created
• Features pre-configured email
notifications
• Emails based on HTML mail
functionality of SAP CRM
Source: SAP
13
Typical Change Scenario
• Difficult time managing testing
• Overburdened resources
• Resource turn over has significant impact on delivery
• Firefighters always deployed
timeline
Project 1
Project 2
Project 4
Project 9
Project 6
Project 7
Project 8
Project 10
Project 11
14
Controlled Change Scenario
• Maximize valuable test resources
• Leverage Agile during Build and Functional test
• Reduce cross-project impacts
Release 1
Scope Build Test Deploy Hypercare Operate
Project 1
Build & Functional Test Go-Live
Project 2
Build & Functional Test Go-Live
Project 3
Build & Functional Test Go-Live
Jo
int
Inte
gra
tio
n T
est
Ph
ase
Synchronized
Go Live
15
Release Management
• ChaRM supports release management processes for better change deployment control
and risk mitigation
Source: SAP
16
Managing Changes and Transports
• Changes can be reassigned to another
project and cycle
• Changes can be taken out of release
and preliminary imported if required
• Transports can be assigned or decoupled
from a change document
Project A Project B
Source: SAP
17
Risk Mitigation
• Process workflow for request for change approval
• Email functionality and completely customizable
• Multiple level approval procedure
• Business partner check for approvals integrated with delegates functionality
Mobile app for approvals
Source: SAP
18
SAP’s Request and Change Process
• Transport of copies is built into standard ChaRM
• Iterative testing in QA without releasing original
transport
• Setup change analysis directly with Business
Process Change Analyzer (BPCA)
• Integration with Test Management
Source: SAP
19
Using ChaRM — User Interface
Who’s Involved?
What Project?
Configured
Categories
Reference other tools
Measure
delivery
Enhance text fields
to capture decisions,
minutes, & updates
Source: SAP
20
Detailed Logs and Change History
Who did what?
Track
background
jobs
Who did what?
Source: SAP
21
Transparency — Transport Management
• Instantly see all transport and task information
• Track the status of imports from the change document
• Get notified about potential risks or transport errors
Source: SAP
22
Audit Assessment
• Many agencies such as the FDA and EU authorities consider electronic records
equivalent to paper records and electronic signatures equivalent to traditional
handwritten signatures
• For example, FDA regulation 21 CFR Part 11 Electronic Records –
Electronic Signatures
Custom Report
Digital Signatures.
Functionality in
Solution Manager
made available in
ChaRM
Source: SAP
23
What We’ll Cover
• Challenges with change management
• SAP’s change and release management tools
• Tool features and functionalities
• Object protection capabilities
• Wrap-up
24
Object Protection
• Retrofit
SAP supported method to perform cross platform/release transports
Can be enabled once ChaRM or QGM is activated
• Cross-System Object Lock
Limit conflicts between project and production support teams
Creates awareness of shared object usage
• Downgrade Protection
Validate objects in transports will not downgrade target
• Critical Object Lock
Create a blacklist of critical objects and control changes to those sensitive objects
Mandates approval to override
25
SAP’s Request and Change Process
• Worklist of all transports to be synchronized
• Less manual effort for double maintenance (conflict and sequence visibility)
• Synchronization is tool-based
• Ensure integrity and safety for your IT infrastructure
Source: SAP
26
CSOL and DGP
• Cross-System Object Lock: Identify changes on the same objects in different projects/
Dev environments
• Downgrade Protection: Minimize risk of downgrades and over takers
Change Checks executed at release, re-assignment, and before import of transport
CSOL DGP
Trigger checks,
view conflict
and ignore if
authorized
Source: SAP
27
Critical Object Lock
• Create a blacklist of critical objects and control changes to those sensitive objects
Avoid critical situations caused by changes on important objects
Creates awareness and mandates approval to override
The blacklist.
Workbench and
Customizing
The error
Source: SAP
28
Reporting — Monitoring and Search
• Automatic Change
Tracking – no need
for Excel tracking
sheets!!!!!
• Multiple search
criteria
• Save search filters
• Export results to
Excel
• Graphical
representations
of results
Source: SAP
29
Typical Implementation
• AGILE implementation – Baseline configure, scenario test, user acceptance test, and go-live
• ITIL certified out of the box
• Common enhancements
Field label changes, custom categorization, minor process steps
Email content development and notifications, reporting
Custom UI fields
• Special enhancements
Interface development
Digital signatures and audit reporting
Feb 1, '15 Feb 8, '15 Feb 15, '15 Feb 22, '15 Mar 1, '15 Mar 8, '15 Mar 15, '15 Mar 22, '15
Project
Preparation
Mon 1/26/15 - Fri
1/30/15
Project Execution
Mon 2/2/15 - Tue 3/24/15
Requirements
Gathering
Mon 2/2/15 - Mon
2/9/15
Development Configuration & Test
Tue 2/10/15 - Tue 3/3/15
ITSM Analytics
Configuration
Thu 2/26/15 - Mon
3/2/15
User Acceptance Testing
Wed 3/4/15 - Wed 3/18/15
Training
Thu 3/19/15 - Tue 3/24/15
Project Go Live
Thu 3/19/15 - Thu 3/26/15
Configuration Template
PopulatedMon 2/9/15
Configuration CompleteTue 3/3/15
Go LiveThu 3/26/15
30
What We’ll Cover
• Challenges with change management
• SAP’s change and release management tools
• Tool features and functionalities
• Object protection capabilities
• Wrap-up
31
Where to Find More Information
• SAP Ramp-Up Knowledge Transfer on the SAP Support Portal
https://support.sap.com/ekt-solutionmanager
• Nathan Williams, “ITSM and ChaRM in SAP Solution Manager” (SAP PRESS, 2013).
ISBN – 13: 978-1592294404
• http://help.sap.com
SAP Help Portal
Technology Platform SAP Solution Manager SAP Solution Manager 7.1
• https://scn.sap.com/people/dolores.correa/content
SCN blogposts by Dolores Correa
• U.S. FDA Title 21 CFR PART 11 Compliance Assessment of SAP® Solution Manager
www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/20a3ed42-f1d6-2a10-609f-
c3a003949060?QuickLink=index&overridelayout=true&26341034465133
32
7 Key Points to Take Home
• SAP provides the tools customers need to manage change in simple and complex
landscapes
• ChaRM provides ITIL-certified, out-of-the-box, functionality to manage releases and
change
• ChaRM can solve release management challenges
Unauthorized changes, visibility into change status
Systematic control of change and change documentation
• Retrofit, Downgrade protection, and Cross-System Object Locking replace manual
process steps – especially useful for geographically dispersed teams
• ChaRM integrates with Change Impact Analysis tools and Test Management tools to
provide a complete end-to-end solution
• Prior to implementation, document your current and desired change process
• Determine (hire if needed) tool and change process owner
33
Your Turn!
How to contact me:
Steve Christian
Email: [email protected]
Twitter: @solman-ninja
Please remember to complete your session evaluation
34
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