Migrating Configurations Using the Export and Import Packages Feature
In this lesson, we’ll delve into the essential features of exporting and importing packages in SAP Customer Data Platform (CDP). This section is designed to familiarize you with the process and benefits of migrating configurations through package export and import. As an administrator, mastering this capability will streamline your efforts in configuring and maintaining your SAP CDP environment, ultimately enhancing efficiency and consistency.
The package export and import feature enables you to transfer configurations effortlessly between different business units of the SAP Customer Data Platform. Whether you're moving from a development environment to production or sharing configurations across business units, this functionality ensures that your settings are accurately replicated, saving time and reducing the risk of manual errors. By packaging your configurations, you can maintain a high level of consistency and quality control, crucial for sophisticated data management operations.
To understand the practical applications of this feature, consider scenarios such as creating a robust backup of your configurations before implementing major changes or deploying a tested configuration across multiple environments to ensure uniformity. Additionally, you can leverage this feature for collaborative purposes, sharing specific configurations with other business units to enable a unified approach in managing customer data.
The types of configurations that can be part of the export and import capabilities include:
| Export and Import Configuration Types |
|---|
| Profile |
| Activity |
| Groups |
| Relationships |
| Matching Rules |
| Merge Rules |
| Segments |
| Activity Indicators |
| Calculated Indicators |
| Processing Purposes |
This comprehensive approach ensures that not only the business rule settings but core underlying configurations like schemas are seamlessly transferred.
Exporting and Importing Configuration Packages in SAP Customer Data Platform
In the following video, we’ll guide you through the essential process of exporting and importing configuration packages in SAP Customer Data Platform (CDP). This video will show you step-by-step how to transfer configurations between business units, ensuring consistency and efficiency in managing your customer data settings. By the end of this demo, you'll be adept at leveraging this feature to maintain seamless and error-free configuration across different instances.
Video Summary
- Navigate and Export:
- Go to the existing business unit, access the User Menu → Packages → Export Package.
- Set Details and Download:
- Enter package details, select configurations, and download the generated JSON file.
- Navigate and Import:
- Go to the new business unit, access the User Menu → Packages → Import Package.
- Set Details and Download:
- Upload or drag and drop the JSON file, review and apply the configurations. Verify the settings in the new business unit to ensure they match the original.
Lesson Summary
In this lesson, we covered the essential features of exporting and importing packages in SAP Customer Data Platform. This capability allows you to efficiently transfer configurations between different business units, ensuring consistency and reducing manual errors. Key applications include creating backups, deploying configurations across environments, and sharing setups with other business units. Configurations such as Profiles, Activities, Groups, and Rules can be seamlessly migrated, enhancing efficiency and quality control in your SAP Customer Data Platform environment.