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references/initial-setup.md
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references/initial-setup.md
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# SAP Cloud Transport Management - Initial Setup Reference
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**Source**: [https://github.com/SAP-docs/sap-btp-cloud-transport-management/tree/main/docs/10-initial-setup](https://github.com/SAP-docs/sap-btp-cloud-transport-management/tree/main/docs/10-initial-setup)
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---
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## Prerequisites
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- Global account administrator status
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- Established global account with at least one SAP BTP subaccount
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- Cloud Foundry environment familiarity (see "Getting Started in the Cloud Foundry Environment")
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**Recommendation**: Deploy as a shared service on a central administrative subaccount to:
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- Simplify role management
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- Enforce strict access controls
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- Avoid conflicts with SAP Cloud ALM subaccount
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---
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## Step 1: Configure Entitlements
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**Location**: Global Account > Entitlements > Entity Assignments
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### Procedure
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1. Navigate to or create the target subaccount
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2. Enable Cloud Foundry in the subaccount:
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- In Cloud Foundry section, select **Enable**
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- Enter organization name
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- Choose **Create**
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3. Go to **Entitlements > Entity Assignments**
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4. Search for and select the target subaccount
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5. Choose **Configure Entitlements**
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6. Select **Add Service Plans**
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7. Search for "Cloud Transport Management"
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8. Select desired plans from the Service Details section
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9. Click **Add [n] Service Plans**
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10. **Save** the configuration
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### Available Service Plans
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#### Application Plans (UI Access)
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| Plan | Purpose |
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|------|---------|
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| `build-runtime` | SAP Build ecosystem content transport via UI |
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| `free` | Reduced-scope UI access for testing (500MB storage, 7-day retention) |
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| `standard` | Full UI access (50GB storage, 30-day retention) |
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#### Instance Plans (Programmatic/API Access)
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| Plan | Authorization Level | Use Cases |
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|------|---------------------|-----------|
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| `standard` | Full access | Default integrations, SAP Cloud ALM, Solution Manager |
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| `export` | Export actions only | File upload, node upload/export, CI/CD pipelines |
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| `transport_operator` | Transport operations only | Import, reset, forward, delete actions |
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### Selection Scenarios
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**Scenario 1 - Local File System Archives Only**:
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- Select one application plan (e.g., `standard`)
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**Scenario 2 - Direct Application-to-Application Transport**:
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- Select one application plan
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- Select one or more instance plans for programmatic access
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- Note: Instance plans require an active application plan
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---
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## Step 2: Subscribe to the Service
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**Location**: Subaccount > Services > Service Marketplace
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### Procedure
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1. Navigate to the target subaccount
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2. Select **Services > Service Marketplace**
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3. Search for "Cloud Transport Management"
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4. On the Cloud Transport Management tile, select **Actions > Create**
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5. In the dialog, select a subscription plan:
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- `build-runtime` (SAP Build ecosystem)
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- `free`
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- `standard`
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- Ensure plan type is **Subscription**
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6. Click **Create**
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7. When the subscription dialog appears, choose **View Subscription**
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8. Confirm status displays as **Subscribed**
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### Post-Subscription
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- Access subscriptions: **Services > Instances and Subscriptions**
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- Plan upgrades available through update service plan process
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---
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## Step 3: Set Up Role Collections
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**Location**: Subaccount > Security > Role Collections
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### Pre-Delivered Role Collections
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SAP provides two ready-to-use collections:
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- `TMS_LandscapeOperator_RC` (LandscapeOperator role)
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- `TMS_Viewer_RC` (Viewer role)
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### Available Role Templates
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| Role | Capabilities |
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|------|-------------|
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| **Administrator** | Overall administration for all SAP Cloud Transport Management tasks, manage import queues, forward requests, reset transport request statuses |
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| **LandscapeOperator** | Create, edit, delete transport nodes and transport routes |
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| **TransportOperator** | Remove files, forward requests, reset statuses, upload MTA descriptors, schedule imports |
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| **ImportSelectedOperator** | Start import of selected requests in import queue |
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| **ImportOperator** | Start import of all transport requests, test modifiable requests |
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| **ExportOperator** | Add files to import queues, create modifiable transport requests |
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| **Viewer** | Display-only access without landscape configuration or import capabilities |
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### Setup Procedure
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1. **Locate delivered roles**:
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- Navigate to **Services > Instances and Subscriptions**
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- Select **Cloud Transport Management > Manage Roles**
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2. **Create role collections**:
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- Go to **Security > Role Collections**
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- Select the plus icon
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- Enter collection names
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3. **Assign roles to collections**:
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- Return to subscription's **Roles** tab
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- Select plus icon next to desired template roles
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- Choose target role collections
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4. **Assign collections to users**:
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- Go to **Security > Role Collections**
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- Select collection > **Edit > Users** tab
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- Enter user data per your identity provider requirements
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**Recommendation**: Add roles from the **Roles** tab of the subscription details to see all relevant template roles in one location.
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---
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## Step 4: Create Service Instance and Service Key
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**Location**: Subaccount > Services > Instances and Subscriptions
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Required for programmatic/API access.
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### Procedure
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1. **Select subaccount**:
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- Use a central administrative subaccount (not SAP Cloud ALM subaccount)
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2. **Create Cloud Foundry space**:
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- Navigate to your subaccount's Cloud Foundry organization
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- Create a new space with default space roles assigned
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3. **Optional: Create quota plan**:
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- Access **Cloud Foundry > Quota Plans > New Plan**
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- Specify name and minimum of one service
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- Assign plan to your created space
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4. **Create service instance**:
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- Navigate to **Services > Instances and Subscriptions > Create**
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- Configure:
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| Field | Selection |
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|-------|-----------|
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| Service | Cloud Transport Management |
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| Plan | Instance-type plan (e.g., `standard`) |
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| Runtime Environment | Cloud Foundry |
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| Space | Previously created space |
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| Instance Name | User-defined name |
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- Note: TMS doesn't support initial JSON parameters - skip this step
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5. **Generate service key**:
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- From the Instances tab, select **Actions > Create Service Key**
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- The resulting credentials structure:
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```json
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{
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"uaa": {
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"clientid": "sb-xxxxxx",
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"clientsecret": "xxxxxx",
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"url": "[https://<domain>.authentication.sap.hana.ondemand.com"](https://<domain>.authentication.sap.hana.ondemand.com")
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},
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"uri": "[https://transport-service-app-backend.ts.cfapps.sap.hana.ondemand.com"](https://transport-service-app-backend.ts.cfapps.sap.hana.ondemand.com")
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}
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```
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These credentials enable API-based programmatic access and are used to configure destinations.
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---
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## Integrated SAP Solutions (21 Supported)
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### Build & Development Platform
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- Joule Studio in SAP Build
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- SAP Build Apps
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- SAP Build Process Automation
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- SAP Build Work Zone (standard & advanced)
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### Analytics & Data
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- SAP Analytics Cloud
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- SAP Datasphere
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### Integration & APIs
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- SAP Integration Suite
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- SAP API Management
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### Process & Automation
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- SAP Digital Manufacturing
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- SAP Cell and Gene Therapy Orchestration
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### Enterprise Solutions
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- SAP BTP ABAP environment
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- SAP Mobile Services
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### Domain-Specific Solutions
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- SAP Asset Performance Management
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- SAP Batch Release Hub for Life Sciences
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- SAP Cloud for Real Estate
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- SAP Entitlement Management
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- SAP Excise Tax Management
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- SAP Group Reporting Data Collection
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- SAP Intelligent Clinical Supply Management
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- SAP Risk and Assurance Management
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---
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## Documentation Links
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- Initial Setup Overview: [https://github.com/SAP-docs/sap-btp-cloud-transport-management/blob/main/docs/10-initial-setup/initial-setup-66fd728.md](https://github.com/SAP-docs/sap-btp-cloud-transport-management/blob/main/docs/10-initial-setup/initial-setup-66fd728.md)
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- Subscribing: [https://github.com/SAP-docs/sap-btp-cloud-transport-management/blob/main/docs/10-initial-setup/subscribing-to-cloud-transport-management-7fe10fc.md](https://github.com/SAP-docs/sap-btp-cloud-transport-management/blob/main/docs/10-initial-setup/subscribing-to-cloud-transport-management-7fe10fc.md)
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- Entitlements: [https://github.com/SAP-docs/sap-btp-cloud-transport-management/blob/main/docs/10-initial-setup/configuring-entitlements-to-sap-cloud-transport-management-13894be.md](https://github.com/SAP-docs/sap-btp-cloud-transport-management/blob/main/docs/10-initial-setup/configuring-entitlements-to-sap-cloud-transport-management-13894be.md)
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- Role Collections: [https://github.com/SAP-docs/sap-btp-cloud-transport-management/blob/main/docs/10-initial-setup/setting-up-role-collections-eb134e0.md](https://github.com/SAP-docs/sap-btp-cloud-transport-management/blob/main/docs/10-initial-setup/setting-up-role-collections-eb134e0.md)
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- Service Instance: [https://github.com/SAP-docs/sap-btp-cloud-transport-management/blob/main/docs/10-initial-setup/creating-a-service-instance-and-a-service-key-f449560.md](https://github.com/SAP-docs/sap-btp-cloud-transport-management/blob/main/docs/10-initial-setup/creating-a-service-instance-and-a-service-key-f449560.md)
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