Using Configuration Center

Configuration Center provides a holistic view of the configurations that are supported across SAP SuccessFactors.

With Configuration Center, we can do the following:

• View SAP SuccessFactors application configurations.
• Download configurations to a local machine.
• Transport configurations and configuration bundles from a source tenant to a target tenant.

This is applicable to the following:

• SAP SuccessFactors Employee Central
• People Profile
• Talent:
  • 360 Reviews
  • Cross-Talent Configuration
  • Goal Management
  • Performance Management
  • Succession
• Qualtrics

Before using Configuration Center, certain settings must be enabled in the source and the target tenants. First the corresponding modules must be enabled in both tenants so that they become available in the Configuration Area.

• For SAP SuccessFactors Employee Central: Employee Central V2 from Provisioning
• For SAP SuccessFactors Talent Management: Performance Management, Succession Management, 360 Reviews, Total Goal Management.
• Qualtrics: Qualtrics Employee Experience from the Upgrade Center

Moreover, the following switches need to be enabled from Provisioning:

• Enable Generic Object
• Enable the Attachment Manager

You also need the permissions related to the Configuration Center. You can find the relevant permissions by selecting the appropriate permission role and selecting the options for Configuration Center in the Administrator Permissions section.

Additionally, you will need to enable Admin access to MDF OData API permission or the View, and Edit Miscellaneous Permissions for the following MDF objects:

• ExportConfigRequest
• TransportConfigRequest
• ExportConfig1ode
• ImportBundle
• ImportConfigRequest
• ImportLogEntry
• BundleDefinitionConfig1ode
• ConfigBundleDefinition

You also need the permissions related to the Configuration Center. You can find the latest permissions needed for various SAP SuccessFactors modules on the SAP Help Portal:

Using Role-Based Permissions List of Role-Based Permissions

Note

There are some technical gaps when using Configuration Center. For example, when you transport rating scales or route maps from the source tenant to the target tenant, if there's a rating scale or route map with the same name in the target tenant, it's replaced with the transported one. For a full list of limitations see the documentation on the SAP Help Portal:

Using Configuration Center à Limitations and Important Notes While Using Configuration Center

You can view the following configuration type:

• · Features Configurations: This refers to the Provisioning settings
• · System Configurations: This refers to the settings in the SAP SuccessFactors application and how each setting interacts with each other based on a system settings file created automatically by the system or defined by the user MDF Object Definitions
• · MDF Object Definitions: This gives the option to view and manage database object definitions, object relationships, and object hierarchy.
• · Route Maps: A route map establishes the steps and roles that are involved in a performance review.
• · Rating Scales: A rating scale is a tool used in Performance Management forms with which the reviewer assigns a score to the employee as a measure of performance.
• · Templates: Online forms that are used by Managers and Employees to give ratings and comments on their goals, performances, or competencies. The form consists of several sections with configured features. Configuration Center supports Goal Management templates, 360 Reviews templates, and Performance Management form templates.

Drill down to the configuration group and choose the configuration type. You can view the list of configurations on the right panel of the screen.

Follow the steps below to download configurations:

1. From the Action Search go to the Configuration Center.
2. From Configuration Activities, go to Download Mode.
3. Choose a Configuration Area from the dropdown and drill down to the configuration group. For example, select Talent -> Cross-Talent Configuration -> Matrix grid report icon configuration -> Rating Scale
4. Select the configurations you wish to download. For example, at the Rating Scale level select the checkbox next to the Readiness rating scale.
5. Enter a name and a description for your download request and click the Create button.
6. Click the Initiate Download button.  You should get a message stating that your download request has been submitted. Click OK.  This will take you automatically to the Download Requests tab.
7. On the Download Requests tab under the Action column select the configuration you just created and click Download.
8. Save the file to your local system.

Your configurations are available to download for up to 7 days.

Similar steps can be used to transfer configurations from one company instance to another.  This requires more setup because both target and source systems must be configured to facilitate the transfer.

Track the status of each download request in the Downloads Requests tab:

• Pending
• Ready for Download
• Failed
• In Progress

Configuration Center can also be used to do the following:

• Define Transportation Routes to pair source and target systems and allow the transfer of configurations between those systems
• Monitor Transport Requests to see Exports, Imports and generate Import History reports.
• Use Bundle Management to view and edit Configuration Bundles used for downloading configurations to a local system or for transferring between company instances.

You can download the latest documentation on the SAP Help Portal:

Using Configuration Center

MDF Object Definitions can be added to a Transport Bundle from the Configure Object Definitions page.

Using Configuration Center, you can review or edit the MDF Object Definitions. Choose Classified to review or edit the MDF object Definitions that are identified and categorized by SAP SuccessFactors under a specific Configuration Area or Product. To review or edit configurations that are not categorized by SAP SuccessFactors, choose Miscellaneous.

Note

You can add MDF Object Definitions from the Configure Object Definitions page only to bundles that have not yet been transported to the target tenant.

Admins can continuously add configurations to the bundle and transport them using Configuration Center, after reviewing the changes. 

Filter capability in Configuration Center

You can now apply filters to narrow down your search results to view and download the required configurations or to transport the required configurations from one tenant to another.

You can use the Last Modified By, and Modified In filter options to search for configurations.

The filter options make it easier to find the configurations in each configuration group.

Note

You can view only 300 configurations. Apply filters to view fewer than 300 configurations.