RBP Permissions - Role creation and Migration
The article is a detailed guide for Creating Role and migrating RBP Permissions from one instance to another.
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 Permissions tab. This is where you'll initiate the process of adding the RBP Roles and Assigning RBP Permissions.
Create a new role by adding a new column to the right side of the divider.
Assign the required permissions for the new role you just created.
Set the processing status to pending.
Save and close the workbook.
Note: Make sure the permissions in one instance are similar to the permissions in another instance. For example, if there is view, edit, import, export in instance 1 that must be same in instance 2.
Back in CodeBot, click on the hamburger menu and select Start Configuration.
If SSO is implemented, login using SSO.
Then, enter Execution Notes, check the RBP Roles Permissions 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 Permissions tab.
Successfully updated information will be highlighted in green, and the Processing Status column will display as Passed.
Open your SAP SuccessFactors instance and navigate to Manage Permission Roles.
Confirm that the new RBP Role along with the assigned Permissions has been successfully created and updated in the instance.
Once the role is created and the permissions are assigned, now, we will migrate the role along with assigned permissions 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 Permissions tab, and set the Processing Status to pending. This will initiate the process of migrating the role and the assigned permissions from Instance 1 to Instance 2.
Back in CodeBot, click on the hamburger menu and select Start Configuration.
If the SSO is implemented, login using SSO, Enter Execution Notes, check the RBP Roles Permissions checkbox, and click on Confirm and start.
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 and the processing status is changed to passed. once the role and the assigned permissions have been successfully migrated form one instance to another.
To verify, open the SAP SuccessFactors instance 2 again and navigate to Manage Permission Roles. Here, notice that the role along with the assigned permissions 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 and RBP Permissions 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 Permissions tab. This is where you'll initiate the process of adding the RBP Roles and Assigning RBP Permissions.
Create a new role by adding a new column to the right side of the divider.
Assign the required permissions for the new role you just created.
Set the processing status to pending.
Save and close the workbook.
Note: Make sure the permissions in one instance are similar to the permissions in another instance. For example, if there is view, edit, import, export in instance 1 that must be same in instance 2.
Step 3: : Start Configuration in CodeBot
Back in CodeBot, click on the hamburger menu and select Start Configuration.
If SSO is implemented, login using SSO.
Then, enter Execution Notes, check the RBP Roles Permissions 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 Permissions tab.
Successfully updated information will be highlighted in green, and the Processing Status column will display as Passed.
Step 6: Verify in SuccessFactors
Open your SAP SuccessFactors instance and navigate to Manage Permission Roles.
Confirm that the new RBP Role along with the assigned Permissions has been successfully created and updated in the instance.
Step 7: Migration to Another Instance
Once the role is created and the permissions are assigned, now, we will migrate the role along with assigned permissions 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 Permissions tab, and set the Processing Status to pending. This will initiate the process of migrating the role and the assigned permissions from Instance 1 to Instance 2.
Back in CodeBot, click on the hamburger menu and select Start Configuration.
If the SSO is implemented, login using SSO, Enter Execution Notes, check the RBP Roles Permissions checkbox, and click on Confirm and start.
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 and the processing status is changed to passed. once the role and the assigned permissions have been successfully migrated form one instance to another.
To verify, open the SAP SuccessFactors instance 2 again and navigate to Manage Permission Roles. Here, notice that the role along with the assigned permissions 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 and RBP Permissions ensuring accuracy and efficiency with CodeBot.
Thank you!
Updated on: 22/01/2025
Thank you!