Deploy / Send Changes in SAP CPQ

• This functionality enables you to send changes made in one SAP CPQ environment (such as sandbox or test) to another (such as production). 

Example: 

Imagine that you made several changes to a product in your sandbox environment (for instance, you added formula rules, attribute triggers and global scripts). After running tests and concluding that the changes will not break your existing customizations in the production, you can use the Deploy / Send Changes  feature to send and deploy the product to the production environment. 

• To access this feature, go to Setup>>General >>Deploy / Send Changes. 

  
  

  

• This page contains the following tabs 

  1. Deployment Setup 

  2. Deployment Packages 

  3. Deployment Templates

     
     

     a. Deployment Setup: 

     1. This tab contains section called connections. Via available connections the changes that are made in current environment will send to other environments or changes can deploy from other environment to this environment 

     2. In connections we have Current environment and Connected Environment. Current environment is the one from where the changes are sending, and connected environment is the one to which the changes are sending. 

     3. Set Up the Current Environment: 

To set up current environment, follow the steps below. 

1. In Current Environment, click Add Current Environment. 

A pop-up displays. 

2. Environment Type, URL (without http prefix) and Domain are prepopulated with the current environment information. 

3. Click Save. 

4. Your current environment displays in the Current Environment section, where it can be edited or deleted. 

2. Set Up the Target Environment: 

Users can send changes made in the current environment to a target environment. To connect our current environment to a target environment, follow the steps below. 

1. In Connected Environment, click Add Connected Environment. 

A pop-up displays. 

2. Select the destination environment type from the Environment Type dropdown list. Test, Production and Sandbox environment types are available. 

3. In URL (without http prefix), enter the URL of the destination environment without the http prefix. 

4. In Domain, enter your tenant name on the destination environment . 

5. The Username field is prepopulated with your current user ID. 

6. The Password field is prepopulated with your current password. 

7. Click Save. 

8. The destination environment displays in the Connected Environment section. 

9. You can connect multiple target environments to your current environment. 

b. Deployment Package: 

1. Deployment packages enable you to combine one or more SAP CPQ objects (such as products, users, templates, and so on) into a package, which you can then deploy to the target environment. 

2. SAP CPQ objects that can be combined into a package are referred to as package components or change types. Additionally, you can make changes to the deployment package as many times as needed, which makes the deployment process more flexible. 

3. You can create a deployment package in SAP CPQ or upload an existing deployment package. 

4. Deploying an object that already exists in the target environment overwrites the existing object. 

Create a Deployment Package

To define a deployment package, follow the steps below. 

1. Click Create Package. 

2. A new page displays. 

3. In the Create New Package section, enter a Name for the deployment package. 

   1. Enter a description of the deployment package in the dedicated fields (Optional) 

   2. Select the Destination Environment to which instance changes need to send or deploy. 

   3. In the Deployment Package Component section, select the SAP CPQ object you want to add to the package from the Package Component dropdown list. There is no limit to the number of components you can add to the deployment package. 

      Select Components radio button is selected by default when creating a deployment package. This option allows you to select and add package components. 

      The Apply Template radio button allows you to select and add a deployment template. Once you add a template, the product components from the template display in the grid. 

   4. Click Add 

   5. The following is a list of package components that can be added to the deployment package and deployed.  

      Approval Rules 

      Cart Level Aggregates 

      Categories 

      CRM Integration 

      Currencies 

      Custom Actions 

      Custom Calculations 

      Custom Fields 

      Custom Tables 

      Global Scripts 

      Guided Selling 

      Item Actions Workflow 

      Markets 

      Notifications 

      Permissions 

      Products 

      Quote Item Custom Fields 

      Quote Tables 

      Responsive Templates 

      Territories 

      User Types 

      Workflow

6. Once you select the components and click on add, Product Sending Checklist opens, corresponding with the component you have previously chosen.  

7. In this page it will ask you to define Name (Required), Description (Optional) and corresponding components list.  

8. On the right side of this page, it will show one Sending Checklist to specify what data will be sent to destination environment. 

9. Multiple components can be added, and by clicking on Add to Package it will get add into the package. 

10. Once you add a package component, save your changes. The newly created package is displayed in the grid on the Deployment Packages tab. You can perform the following actions on the package. 

    Clone 

    edit 

    download 

    send 

    delete  

11. The grid displays the following columns: Package Name, Package Description, Source Environment, Destination Environment, Comment, Status Date and Status. You can sort the columns in an ascending or descending order by clicking the arrows next to the column name. Additionally, values in columns can be searched by entering a query in the dedicated box and clicking on Search or by pressing Enter. 

12. By clicking on Send the package will be sent to Destination Environment

Upload a Deployment Package: 

Apart from creating a deployment package from start to finish, you can also upload an existing package from your computer. Uploaded packages can be managed the same way as any packages made in SAP CPQ. 

1. Go to Setup>>General>>Deploy / Send Changes >>Deployment Packages. 

2. Click Upload Package. 

A pop-up displays. 

3. In the Comment field, enter a comment for the package. This field is mandatory. 

4. Click Choose File to browse and select the package you want to upload. 

5. Click Upload. 

6. The uploaded package displays in the grid on the Deployment Packages tab. The status of the package is Uploaded. 

7. Note that only .zip files can be uploaded. 

Deploy a Package: 

To deploy a package to the destination environment, go to Destination Environment Setup>>General >>Deploy / Send Changes. 

1. Click  next (send) next to the package name in the current environment.so the package is automatically sent to the destination environment. 

2. Log into the destination environment. 

3. Go to Setup>>General >>Deploy / Send Changes>> Deployment Packages. 

4. Find the package you sent to the destination environment. The status of the package in the destination environment is Received, so you can search by Status to find the package more easily. 

5. Click  (Deploy) next to the package name to deploy the package. 

A new page displays. 

6. In the Deployment Questionnaire section, answer additional questions about the package components. The questions are specific to the package component that is being deployed. By default, the option is set to No (Only new XXXX will be created) 

7. If you want to update the existing components select Yes(all XXXX will be updated) 

8. Note that the size limit for deployment packages is 20 MB.