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SAP NetWeaver
How-To Guide

How-To... Configure and use Change
Recording

Applicable Releases:
SAP NetWeaver Enterprise Portal 7.3
as ”CTS System”:
SAP NetWeaver AS Java and AS ABAP on enhancement package 2 for
SAP NetWeaver 7.0
or
SAP NetWeaver AS Java and AS ABAP on enhancement package 1 for
SAP NetWeaver 7.0 with restrictions
or
SAP NetWeaver AS Java and AS ABAP on SAP NetWeaver 7.0 SPS 14 and
up with restrictions

Version 1.1
June 2012
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Document History
Document Version

Description

1.10

Guide has been updated due to UI changes. The term “Release for
transport” has been changed to “Attach” to transport request on the
Change Recording UI. This change has been reflected in the guide.
Note: Screenshots in this version of the How-To Guide have not been
updated.
The change is effective as of the following releases.


SAP NetWeaver 7.30 SP08



SAP NetWeaver 7.31 SP05

See also: SAP Note: 1694085, Change Recording Button from
"Release..." to “Attach”
1.00

First official release of this guide
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Table of Contents
1.

Business Scenario............................................................................................................... 1

2.

Background Information ..................................................................................................... 3

3.

Prerequisites ........................................................................................................................ 4

4.

Recommendations............................................................................................................... 5

5.

Configure Change Recording ............................................................................................. 6
5.1

Enable Change Recording in General .......................................................................... 6

5.2

Enable Change Recording for certain PCD folders ...................................................... 9

6.

Permissions ....................................................................................................................... 12

7.

Use Change Recording ..................................................................................................... 14
7.1

Step 1: Change Objects in development portal (JE2) ................................................ 14

7.2

Step 2: Activate and Release Change List ................................................................. 27

7.3

Step 3: Release and import Transport Request ......................................................... 33

7.4

Step 4: Test new content on target portal .................................................................. 39

7.5

Optional Step: Create a changelist ............................................................................. 41

8.

Working with the Team Organizer ................................................................................... 43

9.

Additional Options............................................................................................................. 45
9.1

Use Change Recording on other systems than development .................................... 45

9.2

Change Default Configuration for Changelists ........................................................... 45
How To... Configure and use Change Recording

1.

Business Scenario

With Change Recording, you have the option to make the system remember all the changes that you
did for your portal content. The changes will be stored in so called changelists. If you would like to
transport the changes to another system, you can then use these lists to make sure that all the
changes are part of a transport request in CTS. You don‟t have to collect the changes one by one. In
addition, change recording also stores the deletions in the change lists and you can therefore also
transport deletions to other systems. Manual deletions on target systems are no longer necessary –
you can tidy up your system by the help of transports.
Important
Change Recording is available for PCD objects. Changes to KM objects cannot be
recorded.
Let‟s have a look at the basic process when working with Change Recording. The following figure
shows how this looks.

For this basic process, let‟s assume that there are two portal systems in place. One called HC1 and
one called HC2. HC1 is the development system where your users can create new content by the help
of the portal content studio. HC2 is the target system where the content should be tested or used
productively.
As soon as the user changes an object in the Portal Content Studio on HC1 – be it an iView or a page
or a role – the change is collected automatically in a so called changelist. At the same time, the object
is locked so that no-one else can do changes to the object. After the user finished his changes, he can
activate the change list. This means that an epa-file containing all the changed objects is created and
stored, the locks are removed, other users can start changing the objects. Having activated the
changelist, the user can now attach it to a transport request. Now, the epa-file that has been created
during activation is added to a transport request. The transport request can then be released and
imported into HC2. This last step is executed in TMS (on your CTS system)
You can of course have more systems than just HC1 and HC2 as part of your transport route – this is
a matter of the systems that you have and how you configured the transport routes on the CTS
System.
Change Recording provides you with some more features that you might find useful to manage your
PCD content: you can revert changes (as long as the changelist is not activated) or look for other
versions of a certain object that have been part of another change list.
Objects that are part of an open changelist are locked. Only the owner of a change list can change the
respective object. You can thereby make sure that one project or one change can be finished before
someone else touches the object. If you work in teams, you can make a team the owner of a
changelist. This helps if e.g. one of the team members is not available and someone else should

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continue working on his tasks. If these two people are both member of the team that owns the change
list, then both of them can work on the object as the object is then locked for the team.
After all the changes are done, you can activate a change list (which will release the locks) and attach
it to a transport request.
Change Recording is used on the development portal – all the required tools are part of either the
portal or AS Java. This means that no other system – especially not the CTS system – have to be
available while the users are doing changes to portal content. Only when a changelist is attached to a
transport request, the CTS System is contacted to get the default transport request and add the epa
file to this request.

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2.

Background Information

Change Recording is part of the SAP NetWeaver 7.3. It can be used to record changes made to PCD
objects. The Change Organizer and the Team Organizer are provided to manage changelists and
teams. Both tools run on the portal system – therefore no additional system has to be called while
doing changes. Only when you attach a changelist, the CTS+ system has to be available to attach the
epa-file (resulting from the changes) to a transport request.
Documentation is provided on the SAP Help Portal:


Change Recording:
http://help.sap.com/saphelp_nw73/helpdata/en/4d/5dc9eeba4741e8890670e4e418801a/frames
et.htm



Change Recording in the Portal:
http://help.sap.com/saphelp_nw73/helpdata/en/10/0ec813f87b453d809329163080434a/frames
et.htm



CTS+:
http://help.sap.com/saphelp_nw70ehp2/helpdata/en/bb/6fab6036a146baa58e42fac032ab7b/fra
meset.htm

Additional guides for configuring CTS+ with the Portal are available on SCN:
http://scn.sap.com/docs/DOC-8576#section8
If you would like to see Change Recording in action, you can take a look at a video on SCN:
http://scn.sap.com/community/netweaver-portal/blog/2011/02/25/change-recording-for-the-sapnetweaver-portal
Information on the different options for exporting portal content (Package Export Editor, Synchronized
Folders and Change Recording) is available on SCN in another blog: http://scn.sap.com/community/itmanagement/alm/blog/2011/03/06/which-way-of-exporting-portal-content-should-i-use

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How To... Configure and use Change Recording

3.

Prerequisites

This guide assumes that you have an in-depth knowledge about CTS and how it is used with the
portal.
To be able to use Change Recording with your portal, you need the following software and releases


On the portal side, you would need SAP NetWeaver 7.3 at least



In addition, a system where CTS+ runs is needed. We recommend that you use the SAP
Solution Manager as CTS System. Change Recording can be used with any CTS system (AS
Java and AS ABAP) that has enhancement package 2 for SAP NetWeaver 7.0 installed if you
would like to use the full functionality for object lists. Enhancement package 1 SP7 is required to
be able to see object lists at all, but with this release, there is a restriction in the field length for
some of the fields of the object list. If you do not need the object lists, you can use any system
starting with SAP NetWeaver 7.0 SP14 as CTS system. For details on object lists, take a look at
the SAP Help Portal:
http://help.sap.com/saphelp_nw70ehp2/helpdata/en/2b/acde17180f4f26a57a0c777f33d5a4/fra
meset.htm

For this guide, we assume that you already use the enhanced Change and Transport system (CTS) to
manage transports for your portal landscape. This guide only describes how to enable Change
Recording and how to use it with CTS. If you need more information on CTS and how to configure it,
please use the links provided in the chapter Background Information.
Important
Change Recording is available for PCD objects. Changes to KM objects cannot be
recorded.
In particular, we assume that you are already able to attach epa files to a transport request when
using the package export editor in your portal. When exporting a package, you should see the option
CTS as Transport Method as shown on the following screen.

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4.

Recommendations










We recommend that you use Change Recording for managing your changes in the Portal.
You should use Change Recording only in combination with CTS+
You should not turn on Change Recording for the folder Portal Content. Doing so would mean
that all changes to all subfolders and objects are going to be recorded. You won‟t be able to
create any test content to try out something without it being recorded.
If you start a new project which involves a lot of content creation (in a new PCD Area) it might
be helpful to create the new objects without having change recording turned on. You should
then transport the initial content (most probably a whole folder with all objects) via CTS as
soon as you have reached a state where this makes sense. After the initial transport, you
should then turn on Change Recording for the new area in PCD to make sure that all changes
done after the initial transport arrive e.g. in the test and productive system.
If you decide to switch off change recording for a certain folder after having used it for a while,
make sure that there are no open changelists containing any object of the respective folder(s).
You can use the search functionality of the Change Organizer to find out whether there are
open changelists for the respective folders.

Revert the changes or activate the changelists before turning off Change Recording
Change the default behavior for creating changelists if you are using a governed process to
manage changes. If for example a project lead is responsible for creating a changelist and
making sure that the right team is assigned to the right changelist, you might not want the
system to create a new changelist in case a developer changes some content after the
changelist created by the project manager has already been activated. Take a look at chapter
Change Default Configuration for Changelists for details on how to change the configuration.

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5.

Configure Change Recording

If you already use CTS+ with your portal landscape, there are no additional configurations required on
CTS side. The landscape remains the same, no changes are required to the properties of your system
in TMS – but please keep in mind that you have to change the deploy URL in case you just upgraded
your portal from SAP NetWeaver 7.0. There is no SDM any more, deploy controller is used for
deployments and this means that you have to change the deploy port and the user which does the
deployment. Details are provided on the SAP Help Portal:
http://help.sap.com/saphelp_nw70ehp2/helpdata/en/90/936dd615f04cd89d6645616bdb5741/frameset
.htm
If you are not using CTS+ up to now, you can learn more from the SAP Help Portal
(http://help.sap.com/saphelp_nw70ehp2/helpdata/en/0f/e563e8a62341568f038936275d1035/frameset
.htm ) or find guides on SCN (http://scn.sap.com/docs/DOC-8576#section8 )
Before you can use Change Recording, you have to execute some configuration steps on your
development portal (the portal server where you would like o record the changes). At first, you have to
enable Change Recording in general. It is by default turned off after the installation or upgrade of a
system. After that you can then decide whether you would like to use Change Recording for the whole
Portal Content or for some specific folders. You can turn on Change Recording for additional folders at
any time.

5.1

Enable Change Recording in General

Change Recording is initially turned off. This is the case after an upgrade and a new installation of an
SAP NetWeaver 7.3 System.
To enable Change Recording do the following
1.

Open the NetWeaver Administrator of your development portal (http://<host>:<port>/nwa) and log
on with a user who has system administration rights.

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How To... Configure and use Change Recording

2.

Go to Configuration  Infrastructure and click on Java System Properties

3.

Click on Show Advanced Properties. Choose the appropriate template or instance for your portal
installation.
For details, please refer to
http://help.sap.com/saphelp_nw73/helpdata/en/48/bdba8f50dd35bce10000000a42189d/frameset.
htm
Click on the tab Services.

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How To... Configure and use Change Recording

4.

Filter for PCD in the section Details about <instance or template> on the tab Services

5.

Select PCD Generic Layer in the section Details about <instance or template>. Mark the line
Pcd.ChangeRecording.isChangeRecordingActive and click on Modify

6.

Type True in the field Enter Custom Value and click on Set.

7.

True should now be shown as Custom Calculated Value for
Pcd.ChangeRecording.isChangeRecordingActive

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How To... Configure and use Change Recording

Click on Save.

5.2

Enable Change Recording for certain PCD folders

...

You can now turn on Change Recording for folders in the Portal Content Directory. Turning on Change
Recording for a certain folder will automatically turn it on for all subfolders.
1. Log On to the development portal (http://<host>:<port>/irj/portal) with a user who has
administrative rights.
2. Go to System Administration  Transport  Change Recording Configuration

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3. Open the folder Portal Content  <your folder> (where you would like to use Change
Recording) and mark the checkbox in front of the respective folder(s)

4. Save your changes
5. If you would like to, you can prevent Change Recording for objects where a certain prefix is
used. To do so, click on Manage omitted prefixes.

6. Enter the prefix that you would like to exclude and click on Add. Add as many prefixes as you
need and click on OK. The prefixes will be omitted for any PCD folder – you cannot specify
omitted prefixes per folder. The values com.sap.pct and com.sap.portal are pre-defined. You
should not change objects delivered by SAP.

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How To... Configure and use Change Recording

7. Go to Content Administration  Portal Content Management and open the folder Portal
Content. The folder(s) that you marked in step 3 (and all subfolders) now show a red bullet as
a decorator on the folder icon. This indicates that Change Recording is in use for the folder.

As a next step, you have to assign permissions to your users so that they can use Change Recording.

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How To... Configure and use Change Recording

6.

Permissions

Change Recording allows setting different permissions. You can define who should be allowed to e.g.
create changelists or teams.
Five roles are delivered but you can also create your own roles by using the actions provided. To
assign the different roles to your users, either use the alias useradmin or go to User Administration 
Identity Management on your development portal where you would like to use Change Recording.
Search for the roles that use _CR_ in their name.

The five roles are made for the following:







SAP_CR_DISPLAYER: users having this role assigned can view all changelists and teams
but cannot execute any action.
SAP_CR_DEVELOPER: this role is made for people who should be able to work with
Changelists both in teams and on their own. They can e.g. create Changelists for a team and
use them for recording their changes
SAP_CR_ADMINISTRATOR: if a user has this role assigned, he can use the full functionality
of change recording. He is able to create or delete changelists for any other user or team, he
can use any changelist for recording his changes or he can release changelists to a transport
request.
SAP_CR_TRANSPORTER: If your process foresees that in addition to the developers and
administrators, some people should be able to release changelists without being allowed to
create or use them, you would have to assign the role SAP_CR_TRANSPORTER to these
users.

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How To... Configure and use Change Recording

CAUTION
Users having the role SAP_CR_DEVELOPER assigned are also able to release
changelists to a transport request. If you need a process where only dedicated users can
release change lists and developers should not be able to do so, you would have to
create your own role for the developers.


SAP_CR_TEAMORGANIZER: if this role is assigned to a user, she can create change or
delete teams but can only view changelists.
Note
It might be that you can find six roles having „_CR_‟ in their name – if this is the case,
then the roles SAP_CR_DISPLAYER and SAP_CR_DISLAY_USER are the same – you
should use SAP_CR_DISPLAYER..

Details also on the actions provided (in case you would like to create your own roles) are available on
the SAP Help Portal:
http://help.sap.com/saphelp_nw73/helpdata/en/26/2d406f7cd840e99621875d92b862a0/frameset.htm

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7.

Use Change Recording

The following steps will show how Change Recording can be used in real life. In the example shown,
we are going to add a new iView to a role, delete one and make the changes visible in the target
system. A prerequisite for the following steps is that Change Recording has been turned on for the
folder in the PCD where the users are going to change objects (DemoGroup in our example).
We are going to use a system called JE2 where we change content and the system JE1 is our target
system. The CTS System where the landscape is configured and where the transports are executed is
called M50.

The process described in the reminder of this chapter uses the following steps:

We assume for this example that your Portal Content Directory both of the development and the
productive portal already contains a folder named ALM266 with a sub-folder structure Demo Session
 DemoGroup. We furthermore assume that the folder DemoGroup contains a role named ctsDemo
with a menu entry CTS and an iView named SAP. The iView SAP is part of the role ctsDemo. In
addition, the role ctsDemo should be assigned to the user that you are using on the development and
the productive portal.

7.1

Step 1: Change Objects in development portal
(JE2)

In this step, we are working on the development system.

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How To... Configure and use Change Recording

Go to the development portal, log on
with a user who is allowed to do
changes in the portal content studio
and go to Content Administration ->
Portal Content Management.

Open the folder Portal Content 
ALM266  Demo Session 
DemoGroup. Make sure that the
folder DemoGroup shows a red
bullet. This indicates that change
recording is turned on for this folder.

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Click on the section My Open
Changelists.

Make sure that there is no open
changelist available for your user
(section My Open Changelists is
empty).

Click on the section Portal Content to
get back to the folder view.

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Open the folder Portal Content 
ALM266  Demo Session 
DemoGroup.

Right-click on the folder DemoGroup
and choose New  iView iView
from Template.

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Choose the template URL iView and
click Next.

Type in Education as Name and
iView ID and click Next.

Type
http://www.sap.com/education
in the field Enter URL and click Next.

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Take a look at the summary to make
sure that everything is correct and
click Finish.

Wait for a second – don‟t do anything
on the next screen.
A message is displayed saying that
the object has been created and
added to an automatically created
change list.
Click OK.
You don‟t need to change anything.
The iView is ready. Choose Close the
wizard and click OK.

The iView Education is now visible in
the folder structure. The green plus in
the upper right corner indicates that
this is a new iView which is part of
one of your changelists that has not
been activated, yet. (If someone else
had created the iView, you would see
an iView named Education where
there is a red plus shown in the upper
right corner. The red plus indicates
that this is a new iView which is part
of the change list of another user).

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Click again on the section My Open
Changelists.

A changelist has been created
automatically. The iView Education is
part of it.

Click again on the section Portal
Content.

Right-Click on the role ctsDemo and
choose Open  Role.

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The role ctsDemo opens up. Click on
the black arrow in front of the folder
CTS to view the complete content of
the role.

We are now going to remove the
iView SAP and display the new one –
Education – instead.
Mark the iView SAP (click on the cell)
and click Remove.

Confirm that you would like to remove
the iView (click Yes).

Make sure that the folder CTS is now
highlighted in the Role Content.
Right-click on the iView Education (in
the tree) and choose Add iView to
Role  Delta Link.

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The Role Content of your role now
shows the iView Education below the
folder CTS.

Close the role.

The iView SAP is not needed any
more. It can therefore be deleted.
Right-click on the iView SAP and
choose Delete.

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Click Finish to delete the iView.

A message is shown that the object
has been deleted.

The iView SAP is not available any
more.

Click on the section My Open
Changelists.

You can see that the role that had
been changed and the iView that had
been deleted are now part of the
changelist. The deletion is shown as
a so-called operation.

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To continue working on the changes
that you did, you have to go to the
Change Organizer.
Right-click on your changelist and
choose Open in Changelist
Organizer.

Reverting a Change
In the Change Organizer,
switch at first to your
changelists. (Click on the
black arrow next to All
Changelists and choose My
Changelists if this is not
already the case.)

You should now only see one
open changelist with your
user in the column Owner.
In the lower part of the
change organizer, you can
see the objects that you have
changed before in the portal.

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As long as the changelist has
not been activated, changes
can be reverted.
Mark the line Object Deleted:
SAP in the lower part of the
change organizer and click
Revert. For Operations,
reverting is only possible on
the operations level, not for
one of the objects involved in
the operation.
Confirm that you would like to
revert the operation (click
Revert).

The operation for deleting the
iView SAP is no longer shown
in the list of changed objects.

Go back to the development
portal.
Right-click on your folder and
choose Refresh.

The iView SAP is back. This
is the result of having reverted
the deletion in the Change
Organizer.

June 2012

25
How To... Configure and use Change Recording

But as we really don‟t need
the iView SAP any more, we
are now going to delete it
again.
Right-click on the iView SAP
and choose Delete.

Confirm the deletion (click
Finish).

The iView SAP is again gone.

June 2012

26
How To... Configure and use Change Recording

Close all objects open for
editing and go back to the
Change Organizer (Click on
Manage your Changelists if
you closed the change
organizer before). Leave the
development portal open.

No further changes to content are required for now

7.2

Step 2: Activate and Attach Change List to
Transport Request

In this step, we will work both on the development portal and on the CTS system. All the required
changes are done; we can now prepare everything for the transport request.

June 2012

27
How To... Configure and use Change Recording

Make sure that your
changelist is displayed and
marked and that the
operation Object Deleted:
SAP is back. If this is not the
case, click Refresh.

Click Activate to activate your
changes.

Change the Name of the
changelist to
Changelist_Sy_Groupxx
and type in a description.
Click Activate. (DON‟T
choose Activate and Release
– releasing the changelist will
be done in a separate step).
(Note: The Activate and
Release… button has
changed to Activate and
Attach… – refer to Document
History)

June 2012

28
How To... Configure and use Change Recording

The State of the changelist is
switched to Activated. Leave
the Change Organizer open.
Activating a changelist
releases the locks on the
objects. Other portal users
can work on the objects after
the changelist has been
activated. An epa-file
containing all the changed
objects (including the
deletion) is created.

Check effects of activating in the portal
Go back to the development
portal. The objects ctsDemo and
Education still show the
decorators that identify them as
part of an open changelist.

Right-click on folder DemoGroup
and choose Refresh.

June 2012

29
How To... Configure and use Change Recording

Now the new status of the
changelist (Activated) is taken
into consideration – the objects
can be edited again by any user.

Click on the section My Open
Changelists.

Click on Refresh.

There is no open changelist
available any more (at least the
one that you just activated is not
shown any more).

Release the Changelist
Go back to the Change
Organizer, make sure that your
changelist is marked and is in
state Activated.

June 2012

30
How To... Configure and use Change Recording

Click Release.
From now on, communication
with the CTS System is required.
(Note: The Release… button has
changed to Attach… – refer to
Document History)

A new transport request is
created automatically (depending
on the configuration that you did
in TMS for the Transport
Strategy). The name of the
changelist is taken over as
description for the transport
request.
Click on Transport Organizer.

The login for the Transport
Organizer Web UI opens up. Click
on Log On and log on with your
user for the CTS system. (In case
you are using Single-Sign-On,
this screen will not come up, the
Transport Organizer is displayed
directly)

June 2012

31
How To... Configure and use Change Recording

The transport request that has
been shown when you started to
release the changelist is
displayed.
Change the Description if
required and click Save.

Check that the Object List is
empty. Or that it only contains
objects that you would like to
transport at the same time as the
objects that you changed in step
1 of this example.
Close the Transport Organizer
Web UI.

Make sure that you are back on
the screen where you started
attaching the changelist.
Click Refresh to make changes
visible if you changed something
in the Transport Organizer Web
UI.
Click Release and Monitor. The
Transport Organizer Web UI
opens up again.
(Note: The Release and Monitor
button changed to Attach and
Monitor – refer to Document
History)

June 2012

32
How To... Configure and use Change Recording

Check the Object List again. Click
on the black arrow in front of the
epa-file
Changelist_Sy_Group.epa. Now,
the objects that you changed are
attached to the transport request
(as an epa-file).
Leave the Transport Organizer
Web UI open.

Go back to the Change
Organizer.
The changelist is now in the State
Released for Transport.
(Note: The Released for
Transport state changed to
Attached for Transport – refer to
Document History)

7.3

Step 3: Release and import Transport Request

For this step, we will work on the CTS system M50.

June 2012

33
How To... Configure and use Change Recording

Go back to the Transport
Organizer Web UI. Make sure
that the transport request that
was used before is marked. Click
Release.

A truck is displayed in front of the
transport request.
Click Refresh.

The list of requests in status
Modifiable is now empty. Switch
to the Released requests.

June 2012

34
How To... Configure and use Change Recording

The request cannot be changed
any more. It is now released. The
information e.g. about the Object
List can be displayed in the lower
part of the screen.

Start the Import
Log on to your CTS system via the
SAP Logon with a user who has
permissions to execute imports.

Open transaction STMS.

June 2012

35
How To... Configure and use Change Recording

Click on Import Overview (the truck).

Double Click on the SID of the
Productive Portal (JE1).

If your request is no yet visible, click
Refresh to make new requests visible
in the list.

June 2012

36
How To... Configure and use Change Recording

Mark the transport request that you
would like to import and click on
Import Request (the truck which is
partly orange). Note that in this
example we are importing just one
single request. This might contradict
the strategy that your company uses
for imports. You should continue
using your standard import strategy.
Import Single is just used as an
example in this guide.
Click Continue to import the request
immediately.

Click Yes to import the request.

A truck is displayed behind your
transport request. It indicates that the
import is running. Click on Refresh
from time to time.

June 2012

37
How To... Configure and use Change Recording

Take a look at the return code as
soon as the truck disappeared. It
should be green and the value should
be „0‟. Move your mouse over the
icon to see the return code. Double
click on the return code.

The overview of transport logs is
displayed. Click on icon in front of the
step Deployment to view the
deployment log.

You can use the buttons to expand or
collapse the log file. The deployment
log of Deploy Controller (used to
deploy the objects to the target
portal) is shown.

Go back to the Transport Organizer
Web UI and click on Refresh. On the
Tab Logs. You can now see a
change in the status of the import for
the productive system.

June 2012

38
How To... Configure and use Change Recording

Click on the black arrow in front of
the SID of the productive portal and
then on Details for the step
Deployment.

You can see the deployment log –
the same that was visible on the
ABAP side in TMS.

7.4

Step 4: Test new content on target portal

And now, for the final step, we will take a look on our target portal JE1 to check that the changed
content including the deletion has arrived.

June 2012

39
How To... Configure and use Change Recording

Open the productive portal.

Log on with a user who does have
permissions to access the Portal
Content Studio. Go to CTS. You
should now see the menu entry
Education and SAP‟s web page for
Education in the productive portal as
well. The menu entry SAP is gone.

Go to Content Administration 
Portal Content Management.

June 2012

40
How To... Configure and use Change Recording

Open the folder ALM266  Demo
Session  DemoGroup.
You should see that the iView SAP is
gone.

7.5

Optional Step: Create a changelist

If you would like to work with Change Recording in a more governed way, you can also create change
lists before starting to change portal content. In this case a „step 0‟ would have to be executed for .our
example above. An Administrator would create one or several changelists for the portal content
developers or for a team.
Open the development portal. Go to
Content Administration  Portal
Content Management and click on
Manage your Changelists. You can
also use the URL
http://<development portal
host>:<port>/cr to open the
change organizer directly.

Click on New to start creating a
changelist.

June 2012

41
How To... Configure and use Change Recording

The pop-up for creating a new
changelist shows up. Enter a name
and an owner (these are the
mandatory fields) if you want, you
can add a description. By default, the
option Default is set. This will make
sure that the changelist is used by
the owner when doing changes in
the portal. Click on Browse to search
for users or teams.

You can filter for users by name or
by caption. The list shows all
available users and teams. Select
the user or team that should use this
changelist. You can select only one
row (=one owner) per changelist. If
more than one person should work
on a changelist, you have to create a
team. Take a look at the chapter
Working with the Team Organizer for
details.
Click on Select as soon as you
marked the required owner.
The selected team or user is now
shown as the owner of the
changelist. Click on Create to create
the changelist.

June 2012

42
How To... Configure and use Change Recording

8.

Working with the Team Organizer

The Team Organizer is used if you would create a team (=a group of portal users) that should work on
one changelist. You cannot use the UME groups as teams; you have to create your own teams for
change recording. Teams are only needed if several people should work on the same objects while
they are locked. If people are working at the same time on portal content but don‟t touch the same
content, then you don‟t need to use teams.

To start the Team Organizer, open
the change Organizer and choose
Team Organizer from the Goto menu

The Team organizer opens up. In the
upper part, you can see the existing
Teams. If you select one team, you
will see its members in the lower
part. Click on New to create a team.

June 2012

43
How To... Configure and use Change Recording

Enter a Name and a Caption if
needed. By default, the option Active
is set. You can deactivate a team if
you would like to make sure that it is
not used as an owner for a
changelist for now. Click on Create
as soon as you finished your entries.

The new team is now displayed in
the list of available teams. Use the
lower part Members of team… to
add members to a team. Click on
Add to do so.

June 2012

44
How To... Configure and use Change Recording

9.
9.1

Additional Options
Use Change Recording on other systems than
development

By default, Changelists will be created on the systems where you execute imports. With this, you do
have an additional option to track what has been imported when. The status of these changelists will
be imported if you import a transport request containing epa-files created out of changelists. So there
won‟t be any open changelists or locked objects on the system where the import is executed.
If you import epa-files which did not use changelists and have turned on Change Recording on the
target system, then an open changelist will be created.
If you would not like to use this feature, you have to set the property
Pcd.ChangeRecording.isRecordingOfImportsEnabled to false. To do so, open the NetWeaver
Administrator, go to the Java System Properties and change the value for the required template or
instance:

9.2

Change Default Configuration for Changelists

You can change the behavior of the system when creating or activating a changelist:


By default, a new changelist is created for a user as soon as he saves a change to a pcd object
where Change Recording is turned on if there is no default list available for this user (or a team
that he belongs to). You can turn off the automatic creation of changelists by setting the
property com.sap.tc.di.cr.changelist.autoCreation to false:
1. Open the NetWeaver Administrator of your development portal
(http://<host>:<port>/nwa) and log on with a user who has system administration rights.
2. Go to Configuration  Infrastructure and click on Java System Properties
3. In the area Details about <instance or template> search for Change Recording and
select the Change Recording Service.
4. In the Extended Details mark com.sa.tc.di.cr.changeList.autoCreation (see screenshot
below)

June 2012

45
How To... Configure and use Change Recording

5. Click on Modify and set the value to false
6. Save your changes.



A changelist that is created automatically receives a default name, e.g. <Standard changelist
(11.02.04)>. You are asked to change the name when activating the changelist. The request to
change the name checks whether the name of the changelist is set in angle brackets (<>). You
can turn off this check.
1. Open the NetWeaver Administrator of your development portal
(http://<host>:<port>/nwa) and log on with a user who has system administration rights.
2. Go to Configuration  Infrastructure and click on Java System Properties.
3. In the area Details about <instance or template> search for Change Recording and
select the Change Recording Service.
4. In the Extended Details mark com.sa.tc.di.cr.changeList.nameCheck (see screenshot
above).
5. Click on Modify and set the value to false.
6. Save your changes.
Note
There is no option to implement any other name check. You cannot force the user to use
a certain schema when entering a name for a changelist. We recommend that you leave
the name check in place to make sure that a meaningful name is used for a changelist.
Note
The name check is executed whenever you try to activate a changelist. It is not executed
when you create a new changelist in the Change Organizer.

June 2012

46
www.sdn.sap.com/irj/sdn/howtoguides

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How to configure and use change recording

  • 1. SAP NetWeaver How-To Guide How-To... Configure and use Change Recording Applicable Releases: SAP NetWeaver Enterprise Portal 7.3 as ”CTS System”: SAP NetWeaver AS Java and AS ABAP on enhancement package 2 for SAP NetWeaver 7.0 or SAP NetWeaver AS Java and AS ABAP on enhancement package 1 for SAP NetWeaver 7.0 with restrictions or SAP NetWeaver AS Java and AS ABAP on SAP NetWeaver 7.0 SPS 14 and up with restrictions Version 1.1 June 2012
  • 2. © Copyright 2012 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, Informix, i5/OS, POWER, POWER5, OpenPower and PowerPC are trademarks or registered trademarks of IBM Corporation. Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden. SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. These materials are provided “as is” 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. SAP shall not be liable for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. SAP does not warrant the accuracy or completeness of the information, text, graphics, links or other items contained within these materials. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third party web pages nor provide any warranty whatsoever relating to third party web pages. SAP NetWeaver “How-to” Guides are intended to simplify the product implementation. While specific product features and procedures typically are explained in a practical business context, it is not implied that those features and procedures are the only approach in solving a specific business problem using SAP NetWeaver. Should you wish to receive additional information, clarification or support, please refer to SAP Consulting. Any software coding and/or code lines / strings (“Code”) included in this documentation are only examples and are not intended to be used in a productive system environment. The Code is only intended better explain and visualize the syntax and phrasing rules of certain coding. SAP does not warrant the correctness and completeness of the Code given herein, and SAP shall not be liable for errors or damages caused by the usage of the Code, except if such damages were caused by SAP intentionally or grossly negligent. Disclaimer Some components of this product are based on Java™. Any code change in these components may cause unpredictable and severe malfunctions and is therefore expressively prohibited, as is any decompilation of these components. Any Java™ Source Code delivered with this product is only to be used by SAP’s Support Services and may not be modified or altered in any way.
  • 3. Document History Document Version Description 1.10 Guide has been updated due to UI changes. The term “Release for transport” has been changed to “Attach” to transport request on the Change Recording UI. This change has been reflected in the guide. Note: Screenshots in this version of the How-To Guide have not been updated. The change is effective as of the following releases.  SAP NetWeaver 7.30 SP08  SAP NetWeaver 7.31 SP05 See also: SAP Note: 1694085, Change Recording Button from "Release..." to “Attach” 1.00 First official release of this guide
  • 4. Typographic Conventions Icons Type Style Description Icon Example Text Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options. Cross-references to other documentation Example text Emphasized words or phrases in body text, graphic titles, and table titles Example text File and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools. Example text User entry texts. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. EXAMPLE TEXT Keys on the keyboard, for example, F2 or ENTER. Description Caution Note or Important Example Recommendation or Tip
  • 5. Table of Contents 1. Business Scenario............................................................................................................... 1 2. Background Information ..................................................................................................... 3 3. Prerequisites ........................................................................................................................ 4 4. Recommendations............................................................................................................... 5 5. Configure Change Recording ............................................................................................. 6 5.1 Enable Change Recording in General .......................................................................... 6 5.2 Enable Change Recording for certain PCD folders ...................................................... 9 6. Permissions ....................................................................................................................... 12 7. Use Change Recording ..................................................................................................... 14 7.1 Step 1: Change Objects in development portal (JE2) ................................................ 14 7.2 Step 2: Activate and Release Change List ................................................................. 27 7.3 Step 3: Release and import Transport Request ......................................................... 33 7.4 Step 4: Test new content on target portal .................................................................. 39 7.5 Optional Step: Create a changelist ............................................................................. 41 8. Working with the Team Organizer ................................................................................... 43 9. Additional Options............................................................................................................. 45 9.1 Use Change Recording on other systems than development .................................... 45 9.2 Change Default Configuration for Changelists ........................................................... 45
  • 6. How To... Configure and use Change Recording 1. Business Scenario With Change Recording, you have the option to make the system remember all the changes that you did for your portal content. The changes will be stored in so called changelists. If you would like to transport the changes to another system, you can then use these lists to make sure that all the changes are part of a transport request in CTS. You don‟t have to collect the changes one by one. In addition, change recording also stores the deletions in the change lists and you can therefore also transport deletions to other systems. Manual deletions on target systems are no longer necessary – you can tidy up your system by the help of transports. Important Change Recording is available for PCD objects. Changes to KM objects cannot be recorded. Let‟s have a look at the basic process when working with Change Recording. The following figure shows how this looks. For this basic process, let‟s assume that there are two portal systems in place. One called HC1 and one called HC2. HC1 is the development system where your users can create new content by the help of the portal content studio. HC2 is the target system where the content should be tested or used productively. As soon as the user changes an object in the Portal Content Studio on HC1 – be it an iView or a page or a role – the change is collected automatically in a so called changelist. At the same time, the object is locked so that no-one else can do changes to the object. After the user finished his changes, he can activate the change list. This means that an epa-file containing all the changed objects is created and stored, the locks are removed, other users can start changing the objects. Having activated the changelist, the user can now attach it to a transport request. Now, the epa-file that has been created during activation is added to a transport request. The transport request can then be released and imported into HC2. This last step is executed in TMS (on your CTS system) You can of course have more systems than just HC1 and HC2 as part of your transport route – this is a matter of the systems that you have and how you configured the transport routes on the CTS System. Change Recording provides you with some more features that you might find useful to manage your PCD content: you can revert changes (as long as the changelist is not activated) or look for other versions of a certain object that have been part of another change list. Objects that are part of an open changelist are locked. Only the owner of a change list can change the respective object. You can thereby make sure that one project or one change can be finished before someone else touches the object. If you work in teams, you can make a team the owner of a changelist. This helps if e.g. one of the team members is not available and someone else should June 2012 1
  • 7. How To... Configure and use Change Recording continue working on his tasks. If these two people are both member of the team that owns the change list, then both of them can work on the object as the object is then locked for the team. After all the changes are done, you can activate a change list (which will release the locks) and attach it to a transport request. Change Recording is used on the development portal – all the required tools are part of either the portal or AS Java. This means that no other system – especially not the CTS system – have to be available while the users are doing changes to portal content. Only when a changelist is attached to a transport request, the CTS System is contacted to get the default transport request and add the epa file to this request. June 2012 2
  • 8. How To... Configure and use Change Recording 2. Background Information Change Recording is part of the SAP NetWeaver 7.3. It can be used to record changes made to PCD objects. The Change Organizer and the Team Organizer are provided to manage changelists and teams. Both tools run on the portal system – therefore no additional system has to be called while doing changes. Only when you attach a changelist, the CTS+ system has to be available to attach the epa-file (resulting from the changes) to a transport request. Documentation is provided on the SAP Help Portal:  Change Recording: http://help.sap.com/saphelp_nw73/helpdata/en/4d/5dc9eeba4741e8890670e4e418801a/frames et.htm  Change Recording in the Portal: http://help.sap.com/saphelp_nw73/helpdata/en/10/0ec813f87b453d809329163080434a/frames et.htm  CTS+: http://help.sap.com/saphelp_nw70ehp2/helpdata/en/bb/6fab6036a146baa58e42fac032ab7b/fra meset.htm Additional guides for configuring CTS+ with the Portal are available on SCN: http://scn.sap.com/docs/DOC-8576#section8 If you would like to see Change Recording in action, you can take a look at a video on SCN: http://scn.sap.com/community/netweaver-portal/blog/2011/02/25/change-recording-for-the-sapnetweaver-portal Information on the different options for exporting portal content (Package Export Editor, Synchronized Folders and Change Recording) is available on SCN in another blog: http://scn.sap.com/community/itmanagement/alm/blog/2011/03/06/which-way-of-exporting-portal-content-should-i-use June 2012 3
  • 9. How To... Configure and use Change Recording 3. Prerequisites This guide assumes that you have an in-depth knowledge about CTS and how it is used with the portal. To be able to use Change Recording with your portal, you need the following software and releases  On the portal side, you would need SAP NetWeaver 7.3 at least  In addition, a system where CTS+ runs is needed. We recommend that you use the SAP Solution Manager as CTS System. Change Recording can be used with any CTS system (AS Java and AS ABAP) that has enhancement package 2 for SAP NetWeaver 7.0 installed if you would like to use the full functionality for object lists. Enhancement package 1 SP7 is required to be able to see object lists at all, but with this release, there is a restriction in the field length for some of the fields of the object list. If you do not need the object lists, you can use any system starting with SAP NetWeaver 7.0 SP14 as CTS system. For details on object lists, take a look at the SAP Help Portal: http://help.sap.com/saphelp_nw70ehp2/helpdata/en/2b/acde17180f4f26a57a0c777f33d5a4/fra meset.htm For this guide, we assume that you already use the enhanced Change and Transport system (CTS) to manage transports for your portal landscape. This guide only describes how to enable Change Recording and how to use it with CTS. If you need more information on CTS and how to configure it, please use the links provided in the chapter Background Information. Important Change Recording is available for PCD objects. Changes to KM objects cannot be recorded. In particular, we assume that you are already able to attach epa files to a transport request when using the package export editor in your portal. When exporting a package, you should see the option CTS as Transport Method as shown on the following screen. June 2012 4
  • 10. How To... Configure and use Change Recording 4. Recommendations       We recommend that you use Change Recording for managing your changes in the Portal. You should use Change Recording only in combination with CTS+ You should not turn on Change Recording for the folder Portal Content. Doing so would mean that all changes to all subfolders and objects are going to be recorded. You won‟t be able to create any test content to try out something without it being recorded. If you start a new project which involves a lot of content creation (in a new PCD Area) it might be helpful to create the new objects without having change recording turned on. You should then transport the initial content (most probably a whole folder with all objects) via CTS as soon as you have reached a state where this makes sense. After the initial transport, you should then turn on Change Recording for the new area in PCD to make sure that all changes done after the initial transport arrive e.g. in the test and productive system. If you decide to switch off change recording for a certain folder after having used it for a while, make sure that there are no open changelists containing any object of the respective folder(s). You can use the search functionality of the Change Organizer to find out whether there are open changelists for the respective folders. Revert the changes or activate the changelists before turning off Change Recording Change the default behavior for creating changelists if you are using a governed process to manage changes. If for example a project lead is responsible for creating a changelist and making sure that the right team is assigned to the right changelist, you might not want the system to create a new changelist in case a developer changes some content after the changelist created by the project manager has already been activated. Take a look at chapter Change Default Configuration for Changelists for details on how to change the configuration. June 2012 5
  • 11. How To... Configure and use Change Recording 5. Configure Change Recording If you already use CTS+ with your portal landscape, there are no additional configurations required on CTS side. The landscape remains the same, no changes are required to the properties of your system in TMS – but please keep in mind that you have to change the deploy URL in case you just upgraded your portal from SAP NetWeaver 7.0. There is no SDM any more, deploy controller is used for deployments and this means that you have to change the deploy port and the user which does the deployment. Details are provided on the SAP Help Portal: http://help.sap.com/saphelp_nw70ehp2/helpdata/en/90/936dd615f04cd89d6645616bdb5741/frameset .htm If you are not using CTS+ up to now, you can learn more from the SAP Help Portal (http://help.sap.com/saphelp_nw70ehp2/helpdata/en/0f/e563e8a62341568f038936275d1035/frameset .htm ) or find guides on SCN (http://scn.sap.com/docs/DOC-8576#section8 ) Before you can use Change Recording, you have to execute some configuration steps on your development portal (the portal server where you would like o record the changes). At first, you have to enable Change Recording in general. It is by default turned off after the installation or upgrade of a system. After that you can then decide whether you would like to use Change Recording for the whole Portal Content or for some specific folders. You can turn on Change Recording for additional folders at any time. 5.1 Enable Change Recording in General Change Recording is initially turned off. This is the case after an upgrade and a new installation of an SAP NetWeaver 7.3 System. To enable Change Recording do the following 1. Open the NetWeaver Administrator of your development portal (http://<host>:<port>/nwa) and log on with a user who has system administration rights. June 2012 6
  • 12. How To... Configure and use Change Recording 2. Go to Configuration  Infrastructure and click on Java System Properties 3. Click on Show Advanced Properties. Choose the appropriate template or instance for your portal installation. For details, please refer to http://help.sap.com/saphelp_nw73/helpdata/en/48/bdba8f50dd35bce10000000a42189d/frameset. htm Click on the tab Services. June 2012 7
  • 13. How To... Configure and use Change Recording 4. Filter for PCD in the section Details about <instance or template> on the tab Services 5. Select PCD Generic Layer in the section Details about <instance or template>. Mark the line Pcd.ChangeRecording.isChangeRecordingActive and click on Modify 6. Type True in the field Enter Custom Value and click on Set. 7. True should now be shown as Custom Calculated Value for Pcd.ChangeRecording.isChangeRecordingActive June 2012 8
  • 14. How To... Configure and use Change Recording Click on Save. 5.2 Enable Change Recording for certain PCD folders ... You can now turn on Change Recording for folders in the Portal Content Directory. Turning on Change Recording for a certain folder will automatically turn it on for all subfolders. 1. Log On to the development portal (http://<host>:<port>/irj/portal) with a user who has administrative rights. 2. Go to System Administration  Transport  Change Recording Configuration June 2012 9
  • 15. How To... Configure and use Change Recording 3. Open the folder Portal Content  <your folder> (where you would like to use Change Recording) and mark the checkbox in front of the respective folder(s) 4. Save your changes 5. If you would like to, you can prevent Change Recording for objects where a certain prefix is used. To do so, click on Manage omitted prefixes. 6. Enter the prefix that you would like to exclude and click on Add. Add as many prefixes as you need and click on OK. The prefixes will be omitted for any PCD folder – you cannot specify omitted prefixes per folder. The values com.sap.pct and com.sap.portal are pre-defined. You should not change objects delivered by SAP. June 2012 10
  • 16. How To... Configure and use Change Recording 7. Go to Content Administration  Portal Content Management and open the folder Portal Content. The folder(s) that you marked in step 3 (and all subfolders) now show a red bullet as a decorator on the folder icon. This indicates that Change Recording is in use for the folder. As a next step, you have to assign permissions to your users so that they can use Change Recording. June 2012 11
  • 17. How To... Configure and use Change Recording 6. Permissions Change Recording allows setting different permissions. You can define who should be allowed to e.g. create changelists or teams. Five roles are delivered but you can also create your own roles by using the actions provided. To assign the different roles to your users, either use the alias useradmin or go to User Administration  Identity Management on your development portal where you would like to use Change Recording. Search for the roles that use _CR_ in their name. The five roles are made for the following:     SAP_CR_DISPLAYER: users having this role assigned can view all changelists and teams but cannot execute any action. SAP_CR_DEVELOPER: this role is made for people who should be able to work with Changelists both in teams and on their own. They can e.g. create Changelists for a team and use them for recording their changes SAP_CR_ADMINISTRATOR: if a user has this role assigned, he can use the full functionality of change recording. He is able to create or delete changelists for any other user or team, he can use any changelist for recording his changes or he can release changelists to a transport request. SAP_CR_TRANSPORTER: If your process foresees that in addition to the developers and administrators, some people should be able to release changelists without being allowed to create or use them, you would have to assign the role SAP_CR_TRANSPORTER to these users. June 2012 12
  • 18. How To... Configure and use Change Recording CAUTION Users having the role SAP_CR_DEVELOPER assigned are also able to release changelists to a transport request. If you need a process where only dedicated users can release change lists and developers should not be able to do so, you would have to create your own role for the developers.  SAP_CR_TEAMORGANIZER: if this role is assigned to a user, she can create change or delete teams but can only view changelists. Note It might be that you can find six roles having „_CR_‟ in their name – if this is the case, then the roles SAP_CR_DISPLAYER and SAP_CR_DISLAY_USER are the same – you should use SAP_CR_DISPLAYER.. Details also on the actions provided (in case you would like to create your own roles) are available on the SAP Help Portal: http://help.sap.com/saphelp_nw73/helpdata/en/26/2d406f7cd840e99621875d92b862a0/frameset.htm June 2012 13
  • 19. How To... Configure and use Change Recording 7. Use Change Recording The following steps will show how Change Recording can be used in real life. In the example shown, we are going to add a new iView to a role, delete one and make the changes visible in the target system. A prerequisite for the following steps is that Change Recording has been turned on for the folder in the PCD where the users are going to change objects (DemoGroup in our example). We are going to use a system called JE2 where we change content and the system JE1 is our target system. The CTS System where the landscape is configured and where the transports are executed is called M50. The process described in the reminder of this chapter uses the following steps: We assume for this example that your Portal Content Directory both of the development and the productive portal already contains a folder named ALM266 with a sub-folder structure Demo Session  DemoGroup. We furthermore assume that the folder DemoGroup contains a role named ctsDemo with a menu entry CTS and an iView named SAP. The iView SAP is part of the role ctsDemo. In addition, the role ctsDemo should be assigned to the user that you are using on the development and the productive portal. 7.1 Step 1: Change Objects in development portal (JE2) In this step, we are working on the development system. June 2012 14
  • 20. How To... Configure and use Change Recording Go to the development portal, log on with a user who is allowed to do changes in the portal content studio and go to Content Administration -> Portal Content Management. Open the folder Portal Content  ALM266  Demo Session  DemoGroup. Make sure that the folder DemoGroup shows a red bullet. This indicates that change recording is turned on for this folder. June 2012 15
  • 21. How To... Configure and use Change Recording Click on the section My Open Changelists. Make sure that there is no open changelist available for your user (section My Open Changelists is empty). Click on the section Portal Content to get back to the folder view. June 2012 16
  • 22. How To... Configure and use Change Recording Open the folder Portal Content  ALM266  Demo Session  DemoGroup. Right-click on the folder DemoGroup and choose New  iView iView from Template. June 2012 17
  • 23. How To... Configure and use Change Recording Choose the template URL iView and click Next. Type in Education as Name and iView ID and click Next. Type http://www.sap.com/education in the field Enter URL and click Next. June 2012 18
  • 24. How To... Configure and use Change Recording Take a look at the summary to make sure that everything is correct and click Finish. Wait for a second – don‟t do anything on the next screen. A message is displayed saying that the object has been created and added to an automatically created change list. Click OK. You don‟t need to change anything. The iView is ready. Choose Close the wizard and click OK. The iView Education is now visible in the folder structure. The green plus in the upper right corner indicates that this is a new iView which is part of one of your changelists that has not been activated, yet. (If someone else had created the iView, you would see an iView named Education where there is a red plus shown in the upper right corner. The red plus indicates that this is a new iView which is part of the change list of another user). June 2012 19
  • 25. How To... Configure and use Change Recording Click again on the section My Open Changelists. A changelist has been created automatically. The iView Education is part of it. Click again on the section Portal Content. Right-Click on the role ctsDemo and choose Open  Role. June 2012 20
  • 26. How To... Configure and use Change Recording The role ctsDemo opens up. Click on the black arrow in front of the folder CTS to view the complete content of the role. We are now going to remove the iView SAP and display the new one – Education – instead. Mark the iView SAP (click on the cell) and click Remove. Confirm that you would like to remove the iView (click Yes). Make sure that the folder CTS is now highlighted in the Role Content. Right-click on the iView Education (in the tree) and choose Add iView to Role  Delta Link. June 2012 21
  • 27. How To... Configure and use Change Recording The Role Content of your role now shows the iView Education below the folder CTS. Close the role. The iView SAP is not needed any more. It can therefore be deleted. Right-click on the iView SAP and choose Delete. June 2012 22
  • 28. How To... Configure and use Change Recording Click Finish to delete the iView. A message is shown that the object has been deleted. The iView SAP is not available any more. Click on the section My Open Changelists. You can see that the role that had been changed and the iView that had been deleted are now part of the changelist. The deletion is shown as a so-called operation. June 2012 23
  • 29. How To... Configure and use Change Recording To continue working on the changes that you did, you have to go to the Change Organizer. Right-click on your changelist and choose Open in Changelist Organizer. Reverting a Change In the Change Organizer, switch at first to your changelists. (Click on the black arrow next to All Changelists and choose My Changelists if this is not already the case.) You should now only see one open changelist with your user in the column Owner. In the lower part of the change organizer, you can see the objects that you have changed before in the portal. June 2012 24
  • 30. How To... Configure and use Change Recording As long as the changelist has not been activated, changes can be reverted. Mark the line Object Deleted: SAP in the lower part of the change organizer and click Revert. For Operations, reverting is only possible on the operations level, not for one of the objects involved in the operation. Confirm that you would like to revert the operation (click Revert). The operation for deleting the iView SAP is no longer shown in the list of changed objects. Go back to the development portal. Right-click on your folder and choose Refresh. The iView SAP is back. This is the result of having reverted the deletion in the Change Organizer. June 2012 25
  • 31. How To... Configure and use Change Recording But as we really don‟t need the iView SAP any more, we are now going to delete it again. Right-click on the iView SAP and choose Delete. Confirm the deletion (click Finish). The iView SAP is again gone. June 2012 26
  • 32. How To... Configure and use Change Recording Close all objects open for editing and go back to the Change Organizer (Click on Manage your Changelists if you closed the change organizer before). Leave the development portal open. No further changes to content are required for now 7.2 Step 2: Activate and Attach Change List to Transport Request In this step, we will work both on the development portal and on the CTS system. All the required changes are done; we can now prepare everything for the transport request. June 2012 27
  • 33. How To... Configure and use Change Recording Make sure that your changelist is displayed and marked and that the operation Object Deleted: SAP is back. If this is not the case, click Refresh. Click Activate to activate your changes. Change the Name of the changelist to Changelist_Sy_Groupxx and type in a description. Click Activate. (DON‟T choose Activate and Release – releasing the changelist will be done in a separate step). (Note: The Activate and Release… button has changed to Activate and Attach… – refer to Document History) June 2012 28
  • 34. How To... Configure and use Change Recording The State of the changelist is switched to Activated. Leave the Change Organizer open. Activating a changelist releases the locks on the objects. Other portal users can work on the objects after the changelist has been activated. An epa-file containing all the changed objects (including the deletion) is created. Check effects of activating in the portal Go back to the development portal. The objects ctsDemo and Education still show the decorators that identify them as part of an open changelist. Right-click on folder DemoGroup and choose Refresh. June 2012 29
  • 35. How To... Configure and use Change Recording Now the new status of the changelist (Activated) is taken into consideration – the objects can be edited again by any user. Click on the section My Open Changelists. Click on Refresh. There is no open changelist available any more (at least the one that you just activated is not shown any more). Release the Changelist Go back to the Change Organizer, make sure that your changelist is marked and is in state Activated. June 2012 30
  • 36. How To... Configure and use Change Recording Click Release. From now on, communication with the CTS System is required. (Note: The Release… button has changed to Attach… – refer to Document History) A new transport request is created automatically (depending on the configuration that you did in TMS for the Transport Strategy). The name of the changelist is taken over as description for the transport request. Click on Transport Organizer. The login for the Transport Organizer Web UI opens up. Click on Log On and log on with your user for the CTS system. (In case you are using Single-Sign-On, this screen will not come up, the Transport Organizer is displayed directly) June 2012 31
  • 37. How To... Configure and use Change Recording The transport request that has been shown when you started to release the changelist is displayed. Change the Description if required and click Save. Check that the Object List is empty. Or that it only contains objects that you would like to transport at the same time as the objects that you changed in step 1 of this example. Close the Transport Organizer Web UI. Make sure that you are back on the screen where you started attaching the changelist. Click Refresh to make changes visible if you changed something in the Transport Organizer Web UI. Click Release and Monitor. The Transport Organizer Web UI opens up again. (Note: The Release and Monitor button changed to Attach and Monitor – refer to Document History) June 2012 32
  • 38. How To... Configure and use Change Recording Check the Object List again. Click on the black arrow in front of the epa-file Changelist_Sy_Group.epa. Now, the objects that you changed are attached to the transport request (as an epa-file). Leave the Transport Organizer Web UI open. Go back to the Change Organizer. The changelist is now in the State Released for Transport. (Note: The Released for Transport state changed to Attached for Transport – refer to Document History) 7.3 Step 3: Release and import Transport Request For this step, we will work on the CTS system M50. June 2012 33
  • 39. How To... Configure and use Change Recording Go back to the Transport Organizer Web UI. Make sure that the transport request that was used before is marked. Click Release. A truck is displayed in front of the transport request. Click Refresh. The list of requests in status Modifiable is now empty. Switch to the Released requests. June 2012 34
  • 40. How To... Configure and use Change Recording The request cannot be changed any more. It is now released. The information e.g. about the Object List can be displayed in the lower part of the screen. Start the Import Log on to your CTS system via the SAP Logon with a user who has permissions to execute imports. Open transaction STMS. June 2012 35
  • 41. How To... Configure and use Change Recording Click on Import Overview (the truck). Double Click on the SID of the Productive Portal (JE1). If your request is no yet visible, click Refresh to make new requests visible in the list. June 2012 36
  • 42. How To... Configure and use Change Recording Mark the transport request that you would like to import and click on Import Request (the truck which is partly orange). Note that in this example we are importing just one single request. This might contradict the strategy that your company uses for imports. You should continue using your standard import strategy. Import Single is just used as an example in this guide. Click Continue to import the request immediately. Click Yes to import the request. A truck is displayed behind your transport request. It indicates that the import is running. Click on Refresh from time to time. June 2012 37
  • 43. How To... Configure and use Change Recording Take a look at the return code as soon as the truck disappeared. It should be green and the value should be „0‟. Move your mouse over the icon to see the return code. Double click on the return code. The overview of transport logs is displayed. Click on icon in front of the step Deployment to view the deployment log. You can use the buttons to expand or collapse the log file. The deployment log of Deploy Controller (used to deploy the objects to the target portal) is shown. Go back to the Transport Organizer Web UI and click on Refresh. On the Tab Logs. You can now see a change in the status of the import for the productive system. June 2012 38
  • 44. How To... Configure and use Change Recording Click on the black arrow in front of the SID of the productive portal and then on Details for the step Deployment. You can see the deployment log – the same that was visible on the ABAP side in TMS. 7.4 Step 4: Test new content on target portal And now, for the final step, we will take a look on our target portal JE1 to check that the changed content including the deletion has arrived. June 2012 39
  • 45. How To... Configure and use Change Recording Open the productive portal. Log on with a user who does have permissions to access the Portal Content Studio. Go to CTS. You should now see the menu entry Education and SAP‟s web page for Education in the productive portal as well. The menu entry SAP is gone. Go to Content Administration  Portal Content Management. June 2012 40
  • 46. How To... Configure and use Change Recording Open the folder ALM266  Demo Session  DemoGroup. You should see that the iView SAP is gone. 7.5 Optional Step: Create a changelist If you would like to work with Change Recording in a more governed way, you can also create change lists before starting to change portal content. In this case a „step 0‟ would have to be executed for .our example above. An Administrator would create one or several changelists for the portal content developers or for a team. Open the development portal. Go to Content Administration  Portal Content Management and click on Manage your Changelists. You can also use the URL http://<development portal host>:<port>/cr to open the change organizer directly. Click on New to start creating a changelist. June 2012 41
  • 47. How To... Configure and use Change Recording The pop-up for creating a new changelist shows up. Enter a name and an owner (these are the mandatory fields) if you want, you can add a description. By default, the option Default is set. This will make sure that the changelist is used by the owner when doing changes in the portal. Click on Browse to search for users or teams. You can filter for users by name or by caption. The list shows all available users and teams. Select the user or team that should use this changelist. You can select only one row (=one owner) per changelist. If more than one person should work on a changelist, you have to create a team. Take a look at the chapter Working with the Team Organizer for details. Click on Select as soon as you marked the required owner. The selected team or user is now shown as the owner of the changelist. Click on Create to create the changelist. June 2012 42
  • 48. How To... Configure and use Change Recording 8. Working with the Team Organizer The Team Organizer is used if you would create a team (=a group of portal users) that should work on one changelist. You cannot use the UME groups as teams; you have to create your own teams for change recording. Teams are only needed if several people should work on the same objects while they are locked. If people are working at the same time on portal content but don‟t touch the same content, then you don‟t need to use teams. To start the Team Organizer, open the change Organizer and choose Team Organizer from the Goto menu The Team organizer opens up. In the upper part, you can see the existing Teams. If you select one team, you will see its members in the lower part. Click on New to create a team. June 2012 43
  • 49. How To... Configure and use Change Recording Enter a Name and a Caption if needed. By default, the option Active is set. You can deactivate a team if you would like to make sure that it is not used as an owner for a changelist for now. Click on Create as soon as you finished your entries. The new team is now displayed in the list of available teams. Use the lower part Members of team… to add members to a team. Click on Add to do so. June 2012 44
  • 50. How To... Configure and use Change Recording 9. 9.1 Additional Options Use Change Recording on other systems than development By default, Changelists will be created on the systems where you execute imports. With this, you do have an additional option to track what has been imported when. The status of these changelists will be imported if you import a transport request containing epa-files created out of changelists. So there won‟t be any open changelists or locked objects on the system where the import is executed. If you import epa-files which did not use changelists and have turned on Change Recording on the target system, then an open changelist will be created. If you would not like to use this feature, you have to set the property Pcd.ChangeRecording.isRecordingOfImportsEnabled to false. To do so, open the NetWeaver Administrator, go to the Java System Properties and change the value for the required template or instance: 9.2 Change Default Configuration for Changelists You can change the behavior of the system when creating or activating a changelist:  By default, a new changelist is created for a user as soon as he saves a change to a pcd object where Change Recording is turned on if there is no default list available for this user (or a team that he belongs to). You can turn off the automatic creation of changelists by setting the property com.sap.tc.di.cr.changelist.autoCreation to false: 1. Open the NetWeaver Administrator of your development portal (http://<host>:<port>/nwa) and log on with a user who has system administration rights. 2. Go to Configuration  Infrastructure and click on Java System Properties 3. In the area Details about <instance or template> search for Change Recording and select the Change Recording Service. 4. In the Extended Details mark com.sa.tc.di.cr.changeList.autoCreation (see screenshot below) June 2012 45
  • 51. How To... Configure and use Change Recording 5. Click on Modify and set the value to false 6. Save your changes.  A changelist that is created automatically receives a default name, e.g. <Standard changelist (11.02.04)>. You are asked to change the name when activating the changelist. The request to change the name checks whether the name of the changelist is set in angle brackets (<>). You can turn off this check. 1. Open the NetWeaver Administrator of your development portal (http://<host>:<port>/nwa) and log on with a user who has system administration rights. 2. Go to Configuration  Infrastructure and click on Java System Properties. 3. In the area Details about <instance or template> search for Change Recording and select the Change Recording Service. 4. In the Extended Details mark com.sa.tc.di.cr.changeList.nameCheck (see screenshot above). 5. Click on Modify and set the value to false. 6. Save your changes. Note There is no option to implement any other name check. You cannot force the user to use a certain schema when entering a name for a changelist. We recommend that you leave the name check in place to make sure that a meaningful name is used for a changelist. Note The name check is executed whenever you try to activate a changelist. It is not executed when you create a new changelist in the Change Organizer. June 2012 46