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Uncovering the Basics of the SAP Marketing Cloud Configuration

Objective

After completing this lesson, you will be able to identify the configuration sections, transport them to the production system, and define the upgrade procedure restrictions

Manage Your Solution

As a business administrator, you can access most configuration apps by following these steps:

In Implementation Cockpit, select Manage Your Solution.
Select Configure Your Solution.
View the available configuration apps.

The image demonstrates the process of accessing various configuration apps in the three steps described above. It's a visual aid that guides users on how to navigate and access the different configuration apps efficiently.

You will find 5 different sections to perform configuration for the Marketing Application area:

General Settings. This section contains information about configuration applications used to configure various applications in SAP Marketing Cloud.
Contacts and Profiles. Here you find configuration apps that are related to contacts and profiles.
Campaigns. Here you find configuration apps that are required for the setup of campaigns.
Commerce Marketing. This section contains information about the configuration applications for offers and recommendation.
Planning. This section contains information about the configuration applications for marketing planning.

All business configuration settings in SAP Marketing Cloud are done in the quality tenant. Changing configuration settings in the production tenant is not possible. The settings are read-only.

Note

To have access to the Manage Your Solution app, your user needs to be assigned to a business role that contains the business catalog End-to-End Implementation Experience - Implementation Cockpit.

Transport from Quality to Production Process

If you have customized and made adaptations in the quality tenant using the extensibility apps, you must transfer these settings to the production tenant. The Export and Import Software Collection apps are used to transfer the items or settings from the quality tenant to the production tenant.

If you have made business configuration settings in the configuration apps of your quality tenant, you must transfer these settings to the production tenant. You can trigger the transfer in the Manage Your Solution app.

Please keep in mind that some of the steps must be carried out manually, such as the re-creation of business and admin users.

Watch this tutorial to learn about how to transfer configuration settings:

ExerciseStart Exercise

For further information on Export and Import software collections, please refer to the documents on SAP Help Portal:

An image depicting the data flow of software collection apps from the Quality system to the Production system.

Restrictions During Upgrade Procedure

During the upgrade procedure including the upgrade of quality and production tenants the following restrictions apply:

All transports from the quality tenant to the production tenants are locked.
Emergency patches in the production tenant with prequalification in quality tenant are blocked.

Data flow from Quality to Production tenant during upgrade; locked transports, no changes during Quality upgrade downtime, no Production tenant access or campaign execution pre-upgrade.

During Upgrade of Quality Tenant:

As long as the downtime of the quality tenants has not started, you can access all apps and make configuration changes. The transports from the quality tenant to the production tenant are locked. Once the upgrade of the production tenant has been completed, you can execute these transports.

After upgrade of Quality tenant / Before Upgrade of Production Tenant:

We strongly recommend not to make any configuration changes in the quality tenant to avoid any configuration inconsistencies between quality and production tenant.

During Upgrade of Production Tenant:

You cannot access the production tenant, as it is locked.

Concerning running campaigns, please notice the following:

Time buffers implemented in the system ensure that the execution of campaigns is not possible any longer as of a specific point in time shortly before the downtime.
These time buffers usually ensure the finish of all running campaigns before the upgrade downtime.
After the downtime, the system collects all campaigns that have been scheduled for the time period of the downtime and starts them automatically.
If a downtime interrupts a campaign, the system detects that this execution has not been finished and proceeds with the execution where it has been interrupted.
Only in the very rare case of an unintended longer downtime, a manual restart of a campaign might be required.
A separate data buffer collects interactions of email recipients such as email opened or link clicked during the upgrade downtime. After the downtime, his data buffer will be readout, and the collected interactions will be processed.

After Upgrade of Production Tenant:

Using the Export Software Collection and Import Collection apps, you must trigger a full transport of all those extension items and additional configuration settings that existed in the production tenant before the upgrade and that have been changed in the quality tenant.

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