TRANSPORT AND CHANGE

MANAGEMENT PROCEDURES
PROJECT IDENTIFICATION
Project Name

CPI Project Number

<Project Name>
Customer Name

Customer Number

<Customer Name>
SAP Project Manager

Customer Project Manager

<SAP Project Manager>

<Customer Project Manager>

DOCUMENT IDENTIFICATION
Author

Document Location (repository/path/name)

<Author>

<Document location>

Version

Status

Date (YYYY-MM-DD)

Document Classification

0.1

Final

<Date>

Internal

REVISION HISTORY
Version

Date

Description

0.1

June 29,2011

Reformatted to the latest format

0.2

TABLE OF CONTENTS
General Approach........................................................................................................................................... 3
Roles & Responsibilities................................................................................................................................ 3
Client Strategy................................................................................................................................................ 3
Clients in Development Systems...................................................................................................................... 3
Clients in Other Systems.................................................................................................................................. 3
Procedure Requesting a New Client.............................................................................................................. 3
Development & Configuration Process........................................................................................................ 3
Creating Change Requests.............................................................................................................................. 3
Documentation of Changes.............................................................................................................................. 3
Releasing Change Requests............................................................................................................................ 3
Quality Assurance Process........................................................................................................................... 3
Approval Process............................................................................................................................................. 3
Importing Changes into the QA System............................................................................................................ 3
Transport Error Resolution................................................................................................................................ 4
QA Testing Procedures..................................................................................................................................... 4
Production Transports....................................................................................................................................... 4
Special Transport Handling Procedures........................................................................................................... 4

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This document specifies the procedures and guidelines around all configuration and development activities
to be performed throughout the project.

General Approach
[The overall approach to the landscape is described in the Technical Requirements Specification deliverable,
but should be reiterated here.]

Roles & Responsibilities

[Project roles & responsibilities relevant to the transport management process should be summarized here.]

Client Strategy
Clients in Development Systems
[Describe the clients to be utilized in the systems of the Development environment, the roles of each, the
user groups who will be granted access to each, and the kinds of changes that are allowed in each.]

Clients in Other Systems

[Describe the clients to be utilized in non-Development systems such as QA or training. In general, a
diagram showing the transport paths for client-dependent transports is often a good idea if many additional
clients are used.]

Procedure Requesting a New Client

[Describe the process for requesting creation of a new client for temporary purposes.]

Development & Configuration Process

Creating Change Requests
[Describe the standard policies regarding the creation of change requests, such as who is allowed to create
them, whether changes only be allowed through Solution Manager only, the necessary approvals required
prior to creation of a change request, etc.]

Documentation of Changes
[Describe how changes are to be documented at the time they are made.]

Releasing Change Requests

[Describe the standard policies regarding the change request release process.]

Quality Assurance Process

Approval Process
[Describe the approval process required prior to import into QA, if applicable.]

Importing Changes into the QA System

[Describe how often changes will be imported into the QA system.]

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Transport Error Resolution

[Describe the process for resolving transport errors, such as monitoring import logs, the steps performed by
the Basis team to notify users of import errors, etc.]

QA Testing Procedures
[Describe the process for testing transports in QA, and documenting the results.]

Production Transports
[Describe the process for importing transports to Production, including the timing/frequency, how emergency
transports are handled, etc.]

Special Transport Handling Procedures

[In this section, document known workarounds for special situations where non-standard or special transport
methods are required, as those situations are encountered and resolved.]

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