SAP Knowledge Base Article - Public

2077346 - Manage Templates - Move template from test to production - Performance Management

Symptom

  • I have tested a form template in my Test instance that was created using the New Admin Tools or uploaded by Technical Services and am now ready to move it to my Production instance.  How is this done?
  • How do I copy or move a template from test to production instance?

Environment

  • SAP SuccessFactors HCM Core
  • SA SuccessFactors Performance Management

Resolution

The first step would be to export the form template from your Test instance.  You can do this by:

1)  In your Test Instance => New Admin Tools => click the "Performance Management" icon => click the "Form Template Settings" link

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2)  Click on the Template Name => click on the <Download Form Template> button => Save the file where it can easily retrieved

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3)  Now, you will want to log into your Production instance => New Admin Tools => click the "Performance Management" icon => click the "Form Template Settings" link

NOTE:  The file will download as a zip file.  You will need to extract this file and save the form teplate xml file before uploading.

 

4)  On the upper right of the screen, click on the <Upload New Form> button

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5)  Provide a Template Name => click the <Browse> button to locate the previously Saved template from your Test Instance => click the <Upload Form Template> button.

 

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If you are using the Old Admin Tools please follow these instructions to move a from template from your Test to your Production instance:

 

1)  In your Test Instance => Old Admin Tools => “Form Template Administration” section => click on the “Form Templates” link

2)  Click on the Template Name => click on the <Download Form Template> button => Save the file where it can easily retrieved

3)  Now, you will want to log into your Production instance => Old Admin Tools => “Form Template Administration” section => click on the “Form Templates” link

4)  On the upper right of the screen you will click on the <Upload New Form> button

5)  Provide a Template Name => click the <Browse> button to locate the previously Saved template from your Test Instance => click the <Upload Form Template> button.

 

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  • NOTE:  If you encounter a problem launching this form from Production please take a look at the following Knowledgebase document
    • “Performance Management: Launching Forms - Troubleshooting Forms Failing to Launch”
    • http://bit.ly/18PSBdW

 

 

 

Keywords

KBA , sf performance manage templates , LOD-SF-PM , Performance Management , How To

Product

SAP SuccessFactors HCM Core all versions