Import Setup Data Using Offering or Functional Area

To import setup data for an offering or functional area, you need the Export Import Functional Setups user (ORA_ASM_FUNCTIONAL_SETUPS_USER_ABSTRACT) role and the appropriate application administrator role with the task-specific privileges to migrate setup data.

You also need access to additional roles if you're importing certain business objects. For more information about additional roles to import these business objects, see Additional Access Required for Exporting and Importing Setup Data.

1. Click Navigator > My Enterprise > Setup and Maintenance.

2. In the Setup and Maintenance work area, select the offering you want to import from the Offering menu.

3. If the configuration package you want to import was created by exporting:

   • An offering, select Import from the Actions menu in the page header.

   • A functional area, select Import from the Actions menu corresponding to that functional area.

4. Select Create New to create a new import process.

5. Browse and select the configuration package file that contains the setup data you want to import. View the Configuration Package Details to verify that you selected the correct file.

   • If the offering or functional area selected during export doesn't match the offering or functional area you chose for the import process, an error message appears. Click the Update button to browse and select the correct file.

6. Expand the Import Options section.

   • Best practice is to select the Compare setup data prior to import option. If you select this option, the import process automatically runs a comparison of the setup data in the configuration package file with that in the target environment before importing the setup data.

     Note: Comparing setup data prior to import requires additional time. You may skip this step by not selecting the Compare setup data prior to import option. However, if you skip this step, you can't review how the setup data is similar or different in the source and target, and how the import process changes setup data in the target environment.

   • Optionally, select the Import feature selection option to import the opt-in configuration of the offering or functional area you're importing. This imports the enabled dependent functional areas and features of the offering or functional area.

   • The Pause process each time an error occurs option is selected by default. If an error occurs, the import process pauses so that you can take corrective action and resume the import. If you don't want the import process to be interrupted even if there are errors, deselect the option. However, note that if any prerequisite data fails, additional dependent data might not be imported correctly.

   • The Pause process each time manual import setup data is required option is selected by default. The import process pauses each time there's some data that you must manually import. You can deselect this option if the data to be imported manually already exists in your target environment.

7. Click Submit to start the import process.

8. If any setup data requires manual entry before the import can start, a warning message appears. This message shows you the tasks you must perform before submitting the process.

   • If you verified that the setup data for those tasks are already entered in the target environment, click Submit.

   • Otherwise, click Cancel. Create a new import process after you ensure that the setup data is entered in the target environment.

9. Monitor the import process by clicking Actions > Import. Up to three most recent processes are listed and ordered from newest to oldest. Each process indicates its status at the time and, if the process is completed, the time stamp when it was processed.

10. While the process is in progress, you can select the status to view how much progress the process made at the time. A message shows you how many business objects were already processed out of the total number of the objects to be processed. Click View Progress to review the details of the business objects that finished processing. Click the Refresh button to view the most recent information. Refer to the topic Review of Export and Import Process Results for detailed information about the process results.

11. If you selected the Compare setup data prior to import option, once the comparison completes, the status reads Waiting for comparison review. Select the status to go to the Import Offering Data Results page to review the comparison results. Refer to the topic Compare Setup Data Using Offering or Functional Area for a detailed description of the comparison results.

12. Click Continue to Import from the Import Offering Data Results page to start the import process if you're satisfied with the comparison results.

13. Alternatively, if you didn't select the Compare setup data prior to import option, the import process starts automatically.

14. Monitor the process as before, until it completes.

15. If any setup data requires manual data entry during import, the process pauses, and the status reads Waiting for manual import.

    1. Select the status to go to the Import Offering Data Results page and review the details.

    2. A list displays the business objects that require manual data entry before import.

    3. For each of the listed business objects, click Go to task. This displays a list of related tasks. Select each task to enter the required data.

    4. After you enter the setup data for all the listed business objects, click Resume from the Import Offering Data Results page to restart the import process.

    5. Click Confirm in the confirmation message that appears to resume the import process.

16. Continue to monitor the process until it completes.

17. If the import process completes successfully:

    1. Review the results to verify successful completion.

    2. If any post import tasks are listed, ensure that their setup data is entered. Otherwise, the setup data remains incomplete, and you experience errors when processing transactions.

18. If the import process completes with errors:

    1. The Business Objects table displays all business objects which encountered errors while processing. Refer to the topic Review of Export and Import Process Results for a detailed description of the process results.

    2. Click the Download Log File from the page header level. This includes the error log of all business objects that encountered errors. Alternatively, click Actions > Download Log File corresponding to a specific business object to download the error log specific to that business object.

    3. Create a new import process after correcting the errors.