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Converting Unshared Addresses to Shared Addresses

Release 19 and earlier releases of Oracle CRM On Demand used unshared addresses. You can continue to use unshared addresses in this release. However, if you want to convert unshared addresses from earlier releases to shared addresses that are supported in this release, then you must complete the following procedure.

Note: If the data files are large and the import operations take longer than you expect, then you can use Oracle Data Loader On Demand with the same input files and mapping files that are defined in this procedure.

Before you begin: It is assumed that Oracle CRM On Demand Customer Care has upgraded your company to the current release. To complete this procedure, you must be a company administrator who can perform import and export operations and customize Oracle CRM On Demand. You require the Manage Addresses privilege to enable shared address functionality.

NOTE: When moving to shared addresses from unshared addresses, you must use the Web Services v2.0 API for all Web services requests because the Web Services v1.0 API does not support access to shared addresses.

To convert unshared addresses to shared addresses

  1. If required, deselect the Enable Shared Addresses setting in the company profile.
  2. Export the data from the address-related objects that you want to convert to shared addresses.

    The list includes the following items:

    • All account data sections including:
      • Accounts
      • Account Addresses
      • Contacts
      • Account Partners
      • Addresses
    • All contact data sections including:
      • Contacts
      • Contact Addresses
      • Accounts
      • Addresses
    • All dealer data sections including:
      • Dealer
      • Dealer Addresses
    • All partner data sections including:
      • Partner
      • Partner Addresses
    • All address data

      This export operation must export all the relevant account, contact, partner, dealer, and address data from Oracle CRM On Demand to an external file. You must be able to use the external file with the data correction and standardization method that you choose.

  3. Correct and reformat the data so that importing these addresses into Oracle CRM On Demand does not contain duplicate data and so that the account, contact, dealer, and partner data is set up with the associated addresses.

    Many duplicate and invalid addresses will probably exist after the export operation. For example, because addresses were not shared in earlier releases, contacts residing at the same location might have identical or similar addresses. However, minor differences might arise because of typing and other errors. For the duplicate addresses that are likely to occur, reimporting the records (for example, accounts) and associating them with newly created shared address records will not delete the preexisting address associations from the earlier release. Consequently, you must do the following:

  4. Import the address record data:
    1. Choose the import file name with the address data and the appropriate mapping file.
    2. Allow the import to complete.

      Importing the shared Address top-level record data is a prerequisite for importing account, contact, dealer, and partner record data. For information on importing data, see Importing Your Data.

  5. Import the account record data:
    1. Choose the option to create associated records.
    2. Allow the import to complete.

      This import creates the accounts and associates the shared addresses with the accounts. For information on importing data, see Importing Your Data.

  6. Import the contact record data:
    1. Choose the option to create the associated records.
    2. Allow the import to complete.

      This import creates the contacts and associates the shared addresses with the contacts. For information on importing data, see Importing Your Data.

  7. Import the dealer record data:
    1. Choose the option to create the associated records.
    2. Allow the import to complete.

      This import creates the dealers and associates the shared addresses with the dealers. For information on importing data, see Importing Your Data.

  8. Import the partner record data:
    1. Choose the option to create the associated records.
    2. Allow the import to complete.

      This import creates the partners and associates the shared addresses with the partners. For information on importing data, see Importing Your Data.

  9. Confirm that the data has been imported correctly.
  10. Set up the page layouts for the appropriate roles in your company, and assign the appropriate access to the page layouts for users.
  11. Update your users' roles to include the Record Type Access role in step 2 of the Role Management wizard.

    If you do not complete this step, then users cannot view address records. For example, if they attempt to associate an address record with an account, then an error message is displayed.

  12. Select the Enable Shared Addresses setting in the company profile to enable shared addresses.
  13. If your company uses applications that are external to Oracle CRM On Demand to mark addresses as valid, and if you want to use only those validated addresses in address picklists, address searches, and address associations, then select the Validate Shared Addresses setting in the company profile.

    NOTE: The Validation Date in an address record must be set to mark the address as validated. For more information, see Marking Shared Addresses as Validated.

  14. (Optional) After you have verified that the imported data is correct, you can delete the preexisting unshared address data by using Web services.

    For more information about Web services, see Oracle Web Services On Demand Guide.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.