Adding RBP Role and Migrating it from One Instance to Another
This article will help you in adding a role in one instance and then migrating it to another instance.
On the CodeBot dashboard click on Role Based Permissions module tile.
Then Enter into your workspace.
Open the workbook that you generated from instance1 and navigate to the RBP Roles tab. This is where you'll initiate the process of adding the RBP Roles.
Populate the required columns as follows:
Column C: Enter the Role Name.
Column D: Provide a description.
Column E: Set the Role Status to Inactive.
Column F: Add the User Type
Column G: Input the RBP Only.
Column J: Set the processing status to pending.
Save and close the workbook.
Note: The Role ID in column B and the data in columns 'H' and 'I' will be generated by the system once the execution is completed successfully.
Back in CodeBot, click on the hamburger menu and select Start Configuration.
Enter the SAP SuccessFactors Password.
Then, enter Execution Notes, check the RBP Roles checkbox, and click on Confirm and Start to begin the process.
Execution is processing. Click the “i” icon to track the progress.
Refresh the logs to view updated information.
Once Complete, review the screenshots to see where the changes have been made in the instance 1.
Re-open the Role Based Permissions Workbook and navigate to the RBP Roles tab.
Successfully updated information will be highlighted in green, and the Processing Status column will display as Processed.
Notice that the Role ID, and the data in columns H and I is auto updated.
Open your SAP SuccessFactors instance and navigate to Manage Permission Roles.
Search for the RBP Role using the Role Name you just created.
Confirm that the new RBP Role has been successfully created and updated in the instance 1.
Once the role is created, now, we will migrate the role to another instance by clicking the pen icon under the actions menu.
Under Edit Iteration, change the Instance by changing the host address, IAS Host Adress, Company ID, and SFSF Username. Lastly, Click on submit form.
Notice that the Iteration has been successfully updated.
Reopen the RBP workbook to the RBP Roles tab, and set the Processing Status to pending. This will initiate the process of migrating the role from Instance 1 to Instance 2.
Back in CodeBot, click on the hamburger menu and select Start Configuration.
Enter the SAP SuccessFactors Password, Execution Notes, check the RBP Roles checkbox, and click on Confirm and start.
Execution is processing.
Open the Instance 2 and search for the RBP Role using the role name. And notice that the Role does not exist in the Instance 2 yet.
Once Complete, review the screenshots to see where the changes have been made in the instance 2.
Open the workbook and notice that the successfully updated information is highlighted in green, the processing status is changed to processed and the role id will also be auto updated as per the system, once the role has been successfully migrated form one instance to another.
To verify, open the SAP SuccessFactors instance 2 again and navigate to Manage Permission Roles. Search for the RBP Role you just Migrated from the Instance 1. Here, notice that the role has been successfully migrated from instance 1 to instance 2 using codebot.
By following these steps, you’ll streamline and automate the creation and migration of RBP Roles, ensuring accuracy and efficiency with CodeBot.
Thank you!
Step 1: Access the Role Based Permissions Module.
On the CodeBot dashboard click on Role Based Permissions module tile.
Then Enter into your workspace.
Step 2: Open the Role Based Permissions Workbook
Open the workbook that you generated from instance1 and navigate to the RBP Roles tab. This is where you'll initiate the process of adding the RBP Roles.
Populate the required columns as follows:
Column C: Enter the Role Name.
Column D: Provide a description.
Column E: Set the Role Status to Inactive.
Column F: Add the User Type
Column G: Input the RBP Only.
Column J: Set the processing status to pending.
Save and close the workbook.
Note: The Role ID in column B and the data in columns 'H' and 'I' will be generated by the system once the execution is completed successfully.
Step 3: : Start Configuration in CodeBot
Back in CodeBot, click on the hamburger menu and select Start Configuration.
Enter the SAP SuccessFactors Password.
Then, enter Execution Notes, check the RBP Roles checkbox, and click on Confirm and Start to begin the process.
Step 4: Track the Execution Progress
Execution is processing. Click the “i” icon to track the progress.
Refresh the logs to view updated information.
Once Complete, review the screenshots to see where the changes have been made in the instance 1.
Step 5: Review Updated Workbook
Re-open the Role Based Permissions Workbook and navigate to the RBP Roles tab.
Successfully updated information will be highlighted in green, and the Processing Status column will display as Processed.
Notice that the Role ID, and the data in columns H and I is auto updated.
Step 6: Verify in SuccessFactors
Open your SAP SuccessFactors instance and navigate to Manage Permission Roles.
Search for the RBP Role using the Role Name you just created.
Confirm that the new RBP Role has been successfully created and updated in the instance 1.
Step 7: Migration to Another Instance
Once the role is created, now, we will migrate the role to another instance by clicking the pen icon under the actions menu.
Under Edit Iteration, change the Instance by changing the host address, IAS Host Adress, Company ID, and SFSF Username. Lastly, Click on submit form.
Notice that the Iteration has been successfully updated.
Reopen the RBP workbook to the RBP Roles tab, and set the Processing Status to pending. This will initiate the process of migrating the role from Instance 1 to Instance 2.
Back in CodeBot, click on the hamburger menu and select Start Configuration.
Enter the SAP SuccessFactors Password, Execution Notes, check the RBP Roles checkbox, and click on Confirm and start.
Execution is processing.
Open the Instance 2 and search for the RBP Role using the role name. And notice that the Role does not exist in the Instance 2 yet.
Once Complete, review the screenshots to see where the changes have been made in the instance 2.
Open the workbook and notice that the successfully updated information is highlighted in green, the processing status is changed to processed and the role id will also be auto updated as per the system, once the role has been successfully migrated form one instance to another.
To verify, open the SAP SuccessFactors instance 2 again and navigate to Manage Permission Roles. Search for the RBP Role you just Migrated from the Instance 1. Here, notice that the role has been successfully migrated from instance 1 to instance 2 using codebot.
By following these steps, you’ll streamline and automate the creation and migration of RBP Roles, ensuring accuracy and efficiency with CodeBot.
Thank you!
Updated on: 09/01/2025
Thank you!