2/17/22, 9:18 PM Steps to Setup Instance Synchronization Between Two Successfactors Instances | SAP Blogs

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Amit Gupta
July 16, 2019
| 4 minute read

Steps to Setup Instance

Synchronization Between Two
Successfactors Instances
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With this blog post, I aim to visually depict the process to pair two Successfactors
instances so that configuration objects/artifacts can be pushed from Source
 RSS Feed Successfactors Instance to the Target Successfactors Instance using Instance Sync
Tool. The steps specified here are as per the latest Successfactors release.
Remember that pairing the source instance to a particular target instances is a one-
time activity.

You can find more information about Instance Sync tool here or try searching for
various other blog posts/KBAs.

Follow below steps to pair source and target instances:

1. Go to Provisioning of both Source and Target systems to enable below setting

2. Log onto Source and Target Successfactors Instance and create RBP Role via
Manage Permission Roles > Create New Role like below

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Grant desired Permissions in both source and target systems by hitting

Permissions button and navigate to Manage Instance Synchronization section
as shown below. The user who will be assigned this role in source system, can
push only related configuration/artifacts out of the source system whereas the
user who will be assigned this role in target system will only be able to bring
related configuration into the target system. So, in order to push an artifact
from source instance to target instance, both source and target users should
have the relevant permissions in both the instances.

Also, create RBP group to assign above RBP Role to appropriate users in both
source and target instances via Manage Permission Groups > Create New
Dynamic Group like below

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Finally, associate the RBP group to the RBP role created above via Manage
Permission Roles

Even if the user is granted permission to Sync at least one configuration

object/artifact e.g. Sync Data Model, then the user will get access to all three
transactions below which are required to perform Instance Synchronization:

Instance Synchronization Wizard

Instance Synchronization Monitor
Manage Sync Packages

3. Now, in Source Instance go to Manage Sync Packages, scroll down and click
‘Add New Pair’ (this can be alternatively be done by Instance Synchronization
Wizard as well)

In Step 1, populate various details like Data Center, Environment and Company
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ID of Target system.

In Step 2, we need to enter a Token generated by target system:

So, log into target system and go to ‘Instance Synchronization Wizard’ and click
Next:

Click Copy Token button. Remember that the token generated by Target
instance will be valid for a specified time period only.

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Go to source system and paste the token and click Validate button. Paring
process should complete now.

4. In the source system, go to ‘Instance Synchronization Wizard’

Click Next after selecting Configuration Copy

Click on link Launch the Instance Synchronization Wizard. Here user will need to
select the target instance that is already pared to the source instance.
Depending on the user permissions in the source and selected target instance,
list of artifacts that can be pushed into target system will appear.

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Now run the wizard further to copy configuration from source to target
instance. This step can be repeated any number of times to sync configuration
objects/artifacts from one system to another.

Obsolete Functionality: In the beginning of the blog post I mentioned that the steps
to pair two systems for Instance Sync are as per latest Successfactors release. Prior
to current release, the steps 3 could be carried out via Provisioning of source system
only but with current release it is no longer possible. Go to Provisioning (source) and
click on Instance Synchronization Company Permissions link

System now shows message ‘Please use new mechanism from Instance Sync Wizard
page’

That’s it for this blog post. I will soon come up with another blog post where I will
explain how to use Instance Sync Wizard to synchronize various artifacts, purpose
and usage of each of the three Instance Sync transactions and some tips. So, stay
tuned…

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