Home
Administration
Setup Data Manager
Setup Data Manager (SDM) uses the system's REST APIs to copy setup data.
Using Setup Data Manager
Use Setup Data Manager to save the time of manually re-entering setup data in multiple environments, eliminate the potential for a user to make a mistake when re-entering setup data, and allow you to update a number of setup data policies all at once.
Key features of SDM
SDM enables you to do the following:

Administration
- Application Setup
- Data Import Tool
- Universal Device Manager
- Setup Data Manager
  Setup Data Manager (SDM) uses the system's REST APIs to copy setup data.
  - How Setup Data Manager works
    Setup Data Manager (SDM) uses the system's REST APIs to copy setup data.
  - Using Setup Data Manager
    Use Setup Data Manager to save the time of manually re-entering setup data in multiple environments, eliminate the potential for a user to make a mistake when re-entering setup data, and allow you to update a number of setup data policies all at once.
    - Key features of SDM
      SDM enables you to do the following:
  - Copy Setup Data (Tenant to Tenant)
    SDM can be leveraged to copy setup data from tenant to tenant.
  - Export Setup Data (Tenant to File)
    How to export data from the target environment.
  - Transfer a File to the Target Tenant
    You can select a configuration file to transfer to the Target tenant. Available configuration types are loaded into SDM based upon what is available in the logged-in tenant.
  - Version compatibility messages
    Refer to the following as a library of version compatibility messages.
  - About download files of published data
    The following is a set of scenarios used to describe when log download links and target download links are generated.
  - Setup Data Manager supported data
    The following section describes data supported by SDM.
  - Copying data between software versions
    Refer to the following information about copying data between software versions.
- Administer Business Processes
- Mobile App
  A mobile app is available on the iOS App Store for Apple devices and on the Google Play Store for Android devices.
- Communications
- Strategic Workforce Planning
- Extensions
- HCM
  The Human Capital Management (HCM) component provides a comprehensive set of applications for managing all aspects of the employee life cycle — recruitment, benefits, compensation, payroll, HR, and more. Users can configure and personalize configuration of the application for an optimal user experience.

Key features of SDM

SDM enables you to do the following:

Copy Setup Data from one tenant to another tenant in the same customer environment. For example, use SDM to copy setup data that has been created and tested on a test or development tenant to a production tenant.
Export Setup Data from the Target to a zip file to store as backup on a non-production server.
Import a Configuration File into SDM by using the migration toolkit to export a zipped configuration file

For your convenience, the version numbers from both the source and target are displayed when you select items for data transfer.

Note: To keep you informed about the possibility of incomplete data transfer, some scenarios generate warnings that indicate when the data transfer only partially succeeded and that some items may be missing from the target. For more information, see Scenarios that could cause possible incomplete transfer of data.

Exit SDM

To exit SDM, close the tab in which it is open and return to the Home page to log out.