Exporting Business Rules, Business Rulesets, Templates, and Formula and Script Components

You can export objects from any view: the System View, the Custom View, and the Deployment View. When you export an application, an object, or multiple objects, they are exported to an xml file that can be imported into other Calculation Manager applications.

Note:

You can export one object or multiple objects.

  To export objects:

  1. From the System View, expand the Financial Management, Planning, or Essbase application type, and the application that contains the objects you want to export.

  2. Do one of these tasks:

    • Financial Management users only: To export Financial Management rulesets, expand the calculation type and the Rulesets node that contains the ruleset you want to export.

    • Planning and Essbase aggregate storage application users working with Oracle General Ledger applications only: To export Planning or Essbase aggregate storage rulesets, expand Rulesets.

    • To export rules, formulas, scripts, or templates, expand the calculation, plan type, or database, then expand Rules, Formulas, Scripts, or Templates.

  3. Do one of these tasks:

    • If you want to export one object only, right-click it, and select Export.

    • If you want to export multiple objects, select the objects you want to export, right-click, and select Export. Use Shift + Click and Ctrl + Click to select contiguous or non-contiguous objects within different calculation, plan types, or databases, different object types (for example, business rules and formulas), and different applications within an application type (Financial Management, Planning, or Essbase).

      After you select Export, you are prompted to open or save the generated .xml file.

  4. In File Download, do one of these tasks:

    • If you want to view the contents of the generated .xml file, select Open.

    • If you want to save the generated .xml file without first viewing it, select Save, enter a name for the file (or accept the default), and click Save again.