Uploading Requirements

You can upload requirements by using the /SALM/Requirement_Import report in transaction SE38.

Prerequisites

You have prepared an XLS file in one of the following ways:

  • If the process structure and requirements have already been defined in another SAP Solution Manager system:

    You can upload requirements with Solution Documentation structure information (for example, process, process step, library) to the design branch of the on-premise SAP Solution Manager system with automated assignment to the process structure.

    To download requirements from Solution Documentation, proceed as follows:

    1. Create a scope for the process structures to be transferred:

    2. When selecting the structure, select the Include Originals checkbox to transfer the library elements as well.

    3. When saving the scope, decide if it should be visible to all Solution Documentation users (public) or only to you (private).
    4. Export the process structure (from Solution Documentation):

      In the Solution Administration application, choose the Imports tab.

    5. Choose the Global Functions icon and then Export.

    6. In the popup, to establish the linkage to the library elements, select the Map deployment to origin checkbox.

    7. Export the file to a share or your frontend.

    8. Import the Solution Documentation process structure (JSON file) from the frontend or share to the target SAP Solution Manager system.

    9. Export requirements from the Requirements Management application in your source SAP Solution Manager system to your frontend as an XLS file.

  • If the process structure and requirements have not been defined in another SAP Solution Manager system:

    You can download an XLS file (without Solution Documentation structure information) and populate it with requirements from an external data source.

    To prepare an XLS file:

    1. To get the upload XLS structure, export the requirements list from your SAP Solution Manager system. There must be at least one example entry.

    2. Populate the XLS file with data from a source XLS file or document.

Context

Procedure

  1. Run the report in test mode.
  2. Correct the requirements with warnings, for example, for:
    • Duplicates (for example, if several work packages are assigned)

    • No work package assigned

    • Mandatory fields not filled, for example, Solution

    • Solution Documentation element not available in target system

  3. Choose how to handle the Requirement Owner field (check, overwrite, keep existing value).
  4. Select Source Language and Target Language.
  5. Run the report in regular mode (Test Mode checkbox deselected).

Results

All requirements are uploaded, linked to process elements, and set to status Draft in the target system.

Next Steps

Maintain process structure/diagrams: Open each requirement. On the Documentation tab, assign process structure elements.