The following steps explain the high-level process to migrate setup tasks from the one environment to another

or to upload the setups

after refresh

Section 1 : Steps for creating configuration package and export setup data:

1. Navigate to Setup and maintenance

2. Click on Tasks and then click Manage Configuration Packages

3. Click on Create Button

4. Click on Search button to find your implementation project

5. Provide the Configuration Package details. Select Source Implementation Project from drop-down list or Click on Search to to search for it. Setup tasks and their associated business objects
that are part of Source Implementation Project, define export and import and the sequence for the configuration package. We can create a configuration package that only includes setup tasks
or setup data. The Tracking Implementation Project is a copy of the source implementation project, which tracks setup tasks and setup data after import.
6. Make sure Setup task list and setup data leaving the default values appearing after selecting the implementation project and click on Next
7. At this step keep the Business Unit required for export and remove the ones not required from the list. To do this select the Business Unit from the Objects Listed for Export and under Business
Unit : Scope remove the ones not required.By default, the configuration package includes all of the setup tasks and associated business objects that are part of the source implementation
project. We can customize a configuration package and choose only business objects that we would like to migrate. An import sequence is derived from the source implementation project and
we can customize it in order of the business object imported. We need to consider data dependency before modifying the sequence to avoid errors during migration. We can filter data that we
would like as part of migration using the screen text options. For example, if migration should only include data related to a particular legal entity, by using the Scope option, we can choose an
appropriate legal entity and export only the process data part of that legal entity
8. After removing the Business Unit that are not required Click on Next
9.Select the Schedule time and click on Submit

At this time, the configuration package only includes export and import definitions and allows modifications to the existing configuration.

Clicking on Submit will start the export process as per requested schedule, lock the configuration package definition, and not allow any more modification

Clicking on Save and Close will create a configuration package with the definition in progress status.

10. Select the Implementation Project and Click on Export Setup Data
10.1 Export process will start and wait till the status is shown complete

11. Once the Status for export is shown Completed Successfully you can download the Configuration Package
12. Click on the Download button and Click Download Configuration Package

Save the file in required location:

13. Once the Download is complete you can upload the configuration setups to another instance or same instance after refresh. Please follow steps in Section 2 to import the setup.

Section 2 : Importing the setup

1. To start with importing you need to make sure you have already downloaded the configuration package. he ConfigurationPackage.zip file that gets downloaded includes setup tasks (XML
files) and setup data (XLS files).
2. Navigate to Setup and maintenance
3. Click on Tasks and then click Manage Configuration Packages

4. Click on Upload
5. Click on Choose File to rowse to the ConfigurationPackage.zip file that you have downloaded .

Select the file and Click on open

6.1 Click on Get Details

6.2 As soon as you click on Get Details i will start Uploading the file . It will take few minutes to upload
6.3 Click on Submit button after Configuration Package details are visible after upload .

7. Review the errors if any while loading the configuration package.

You should be able to see the message that configuration package was uploaded as shown below.

8.We can now see a configuration package on the target environment with type Upload:

9. Select the Configuration Package just uploaded and Click on Import Setup Data button
10.1 Review the Information Displayed and click on Next
10.2.1 On this screen Select Manual data loading as Type if you wish to skip the manual process of creating users and data access set required before submitting the import process.

10.2.2 Uncheck all the Manual data load type if required or perform the manual steps when the import process is paused. Click on Yes for the warning message

10.3 Select the Schedule option required and click on Submit to submit the import process:
10.4 Click on yes for the Warning message that appears

11. Import process will start after clicking Submit button

Click on refresh button to Monitor the import process and if the process stopped for any reason, review the status details for more information and take the appropriate actions:

Review the error messages and correct them before resuming the import setup data process