This document outlines the prerequisites, configuration, and lessons for a change request management training. It includes setting up transport management systems and approval procedures in SAP. The training contains 3 lessons on change request content and process, with objectives, teaching materials, and wrap-ups for each lesson. It concludes with an assessment of the training and evaluation of participant feedback.

1. Change request
Management
Presented by
Rishav Garg

2. Change request management

3. Training Outline
 Lesson 1: Name
 Provide brief description, if desired.
 Lesson 2: Name
 Provide brief description, if desired.
 Lesson 3: Name
 Provide brief description, if desired.

4. Prerequisites
 SAP solution manger should be correctly installed
 System preparation, basic configuration and managed system setup
should be done.
 Piece List Activation: Standard customizing for IT service
Management, problem and change management was imported
correctly. It will be copied from client 000.
 Implement the master note with latest release as it includes the bug
fix etc.
 Main activities for the prerequisites are
1. Transport Management system
2. Active Integration with Change request management
3. Setup authorization and work center navigation
4. Activate the Solution Manager Services

5. Configuration of TMS for this scenario
according to Charm prerequisites
 In Solution Manager, in client 000, call STMS
(the same must be done in the domain
controller system of your real landscape)

6.  Note: SMM client 001 does not need to take
part of your TMS landscape.
 Select Transport Routes icon:

7.  For this test landscape initially you have system SMM and none transport route
defined (for a real landscape you will have the three system boxes DEV, QUA and
PRD):
 Make double-click on system SMM and fill the following values (or in the box of the
development system and after in the quality box):
 In System Attributes tab: the use of Single transport is a prerequisite for Charm for all
the systems in the landscape; you will see this in detail in section Step 3.

8.  In Standard Transport Layer tab: ensure you
enter the client 100, (client with customizing
role for the development box, client with test
role for the quality box).

9.  Create the consolidation transport routes to
SMM:200, transport route must be CLIENT
SPECIFIC for the use in Charm scenario, this
is real important!
 From development system to quality system
you need at least two consolidation routes,
SAP and ZXXX

10. Go with the pencil from the system SMM to
system SMM and get this pop-up

11.  Make the same to create the Delivery
transport route from SMM:200 to SMM:300,
delivery routes are always from quality to
production systems.

13. Links between different
Domains
 Log on to one of the two domain controller
systems, in solman system for example.
 - Call transaction STMS (always being in
client 000).
 - Choose Overview --> Systems.
 The system overview appears.
 - Choose SAP System-->Create --> Domain
link.

14. The dialog box Request for Linking 2
Domains appears

15.  Enter system name, DEV for example, hostname
where is installed the system and system number,
all this information is in SM51 of this DEV system, if
DEV system is the domain controller of your real
landscape.
 Your SAP System performs the following actions
automatically:- Generates the required RFC
destinations. - Sends the address data of the
controller to the controller in the other domain.After
you have to logon in the domain controller, client
000, of your real landscape and confirm the link
between these two domains as follows:

16.  Log on to the domain controller in the other domain.
 - Call Transaction STMS in client 000.
 - Choose Overview -->Systems. The system
overview appears.
 - Position the cursor on the domain controller where
you requested the domain link, DOMAIN_SMM in
our example, and choose SAP Systemà Approve.
 - Confirm the prompt and distribute the
configuration.

17.  The two domain controllers now exchange all
necessary information about the systems in their
domains. This information is distributed to all
systems in the domain whose controller you are
currently logged on to. A transport profile is
generated, which contains all systems in both
domains.
 You have to see something like this in your
solman system (called SSM in this real
example):

19.  Create logical component.
Create project in solar_project_admin and active Change
request management
and check

20.  Create a Project Cycle and Task List.

21.  The initial phase will be development without
release and the tasks for the project tasks for
the project track will still be locked. You can
unlock by right mouse click or use the
lock/release transport Tracks incl. role types.

23. Importance of SMSY and
IBASE
 SMSY for logical grouping of system
 IBASE unique system identification
 For every system in SMSY there will be
IBASE generated.
 This automation will happen in the
transaction DNO_CUST04 and parementer
IB_GEN_AUTO

24. Business partners
 There are two types of it
 Organization and Person.
 Creation of BPs can be automatically or
manually.
 SE38->AI_SDK_USER_BP_GEN
 Or BP_GEN transaction
 Manually by transaction BP

25. Coping of transactions
 AI_CRM_CPY_PROCTYPE
 Copy into Z or Y transactions

26. Define impact and urgency

27. Approval procedure
 Each approval step will be assigned to
specific business function and then to
business partners.
 Approval procedure Determination :- Used to
define which approval procedure should be
used.
 Approval step Determination rules : which
business partner of the transaction shall be
entered as approver of specific step
automatically.

28.  SAP Solution Manager-> capabilities->
Change management-> standard
configuration -> transaction types-> Approval
settings-> Define approval settings

29.  Lock the approval procedure after the saving
or after the approval procedure starts

30. Rule Modular profiles
 AI_CM_AP_STEP used for step
determination
 AI_CM_AP_PRO used for general procedure
determination

31.  To create rule policy for the newly created
app procedure you should start CRM_UI
transaction with the proper transactions

32. Step this means this will lead that for each process you should corresponding Partner
Function like is presented in the above picture. SDCR0002 Change Manager, SDCR0003
Change AB, SDCR0004 Quality Manager,
To create its own App procedure Rule you can follow below process example:
Clik on the "New" button on the below screeen.

35. Define multilevel
categorization

36. Define Status and action
profiles

38. Lesson 1: Content
 Add text here.
 To add a picture, chart,
or other content in the
right column, click the
appropriate icon.
 To add a slide, click
New Slide on the
Insert menu, or press
CTRL+M.

39. Lesson 1: Wrap-up
 Summarize important points.
 Allow time for questions.

40. Lesson 2: Objectives
 List the intended outcomes for this training
session.
 Each objective should be concise, should
contain a verb, and should have a
measurable result.

41. Lesson 2: Content
 Add text here.
 To add a picture, chart,
or other content in the
right column, click the
appropriate icon.
 To add a slide, click
New Slide on the
Insert menu, or press
CTRL+M.

42. Lesson 2: Wrap-up
 Summarize important points.
 Allow time for questions.

43. Lesson 3: Objectives
 List the intended outcomes for this training
session.
 Each objective should be concise, should
contain a verb, and should have a
measurable result.

44. Lesson 3: Content
 Add text here.
 To add a picture, chart,
or other content in the
right column, click the
appropriate icon.
 To add a slide, click
New Slide on the
Insert menu, or press
CTRL+M.

45. Lesson 3: Wrap-up
 Summarize important points.
 Allow time for questions.

46. Summary of Training
 List important points from each lesson.
 Provide resources for more information on
subject.
 List resources on this slide.
 Provide handouts with additional resource
material.

47. Assessment and Evaluation
 Prepare a quiz or challenge to assess how
much information participants learned.
 Survey participants to see if they found the
training beneficial.