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Replicating All Configuration Data from a Source Environment to a Target Environment

This topic describes the Oracle Migration Tool On Demand client commands that you run to replicate all the configuration data from a source environment to a target environment of Oracle CRM On Demand.

CAUTION:  Most components of Oracle CRM On Demand cannot revert to their original states by using the backup copies of the configuration data. For example, after a new access profile is inserted into the target environment, it cannot be removed by using the backup copy (that is, access profiles in Oracle CRM On Demand cannot be deleted). A backup copy of the configuration data provides a reference of the target environment before applying new configuration data.

NOTE:  In the following examples, the Oracle Migration Tool On Demand client requests your Oracle CRM On Demand password, which can be redirected (using the pipe command) to the client program from standard input; that is, from a file, from the command line, or from another program.

To replicate all configuration data from a source environment to a target environment

  1. Open a command line window on the computer where you have installed the Oracle Migration Tool On Demand client, and navigate to the directory where you have installed it, for example:

    C:\Oracle Migration Tool On Demand

  2. Back up the existing configuration data in the target environment by running the following commands:

    migrationtool -u UserID -s TargetServer ReadAll AccessProfile

    migrationtool -u UserID -s TargetServer ReadAll ActionBarCustomWebApplet

    migrationtool -u UserID -s TargetServer ReadAll ActionBarLayout

    migrationtool -u UserID -s TargetServer ReadAll AssignmentRule

    migrationtool -u UserID -s TargetServer ReadAll AssignmentRuleGroup

    migrationtool -u UserID -s TargetServer ReadAll CascadingPicklist

    migrationtool -u UserID -s TargetServer ReadAll ConcatenatedField

    migrationtool -u UserID -s TargetServer ReadForValue CustomHTMLHeadTag

    migrationtool -u UserID -s TargetServer ReadAll CustomRecordType

    migrationtool -u UserID -s TargetServer ReadAll CustomWebLink

    migrationtool -u UserID -s TargetServer ReadAll CustomWebTab

    migrationtool -u UserID -s TargetServer ReadAll DetailPageCustomWebApplet

    migrationtool -u UserID -s TargetServer ReadAll DynamicLayout

    migrationtool -u UserID -s TargetServer ReadAll EnableModificationTracking

    migrationtool -u UserID -s TargetServer ReadAll FieldAuditSetUp

    migrationtool -u UserID -s TargetServer ReadAll FieldManagement

    migrationtool -u UserID -s TargetServer ReadAll HomePageCustomWebApplet

    migrationtool -u UserID -s TargetServer ReadAll HomepageLayout

    migrationtool -u UserID -s TargetServer ReadAll HomeTabCustomWebApplet

    migrationtool -u UserID -s TargetServer ReadAll ListAccessAndOrder

    migrationtool -u UserID -s TargetServer ReadAll PageLayoutField

    migrationtool -u UserID -s TargetServer ReadAll PageLayoutRelatedInformation

    migrationtool -u UserID -s TargetServer ReadAll PageLayoutSection

    migrationtool -u UserID -s TargetServer ReadAll Picklist

    migrationtool -u UserID -s TargetServer ReadAll PicklistValueGroup

    migrationtool -u UserID -s TargetServer ReadAll RelatedInformationLayout

    migrationtool -u UserID -s TargetServer ReadAll ReportFolder

    migrationtool -u UserID -s TargetServer ReadAll Role

    migrationtool -u UserID -s TargetServer ReadAll SalesAssessmentTemplate

    migrationtool -u UserID -s TargetServer ReadAll SalesCategory

    migrationtool -u UserID -s TargetServer ReadAll SearchLayout

    migrationtool -u UserID -s TargetServer ReadAll WorkflowRuleSet

    where:

    • UserID is the customer administration user's sign-in ID for the Oracle CRM On Demand target environment where the extraction occurs.
    • TargetServer is the URL for the Oracle CRM On Demand target server for the target environment.

      In addition, back up all workflow action sets for each of the object names and trigger events that exist on the target server:

    migrationtool -u UserID -s TargetServer ReadForRuleSet WorkflowActionSet
    RecordType TriggerEvent [ParentRecordType]

    For more details on extracting workflow action sets, see Extracting a Workflow Action or a Workflow Action Set.

  3. Retrieve all configuration data from the source environment by running the following commands:

    migrationtool -u UserID -s SourceServer ReadAll AccessProfile

    migrationtool -u UserID -s SourceServer ReadAll ActionBarCustomWebApplet

    migrationtool -u UserID -s SourceServer ReadAll ActionBarLayout

    migrationtool -u UserID -s SourceServer ReadAll AssignmentRule

    migrationtool -u UserID -s SourceServer ReadAll AssignmentRuleGroup

    migrationtool -u UserID -s SourceServer ReadAll CascadingPicklist

    migrationtool -u UserID -s SourceServer ReadAll ConcatenatedField

    migrationtool -u UserID -s SourceServer ReadForValue CustomHTMLHeadTag

    migrationtool -u UserID -s SourceServer ReadAll CustomRecordType

    migrationtool -u UserID -s SourceServer ReadAll CustomWebLink

    migrationtool -u UserID -s SourceServer ReadAll CustomWebTab

    migrationtool -u UserID -s SourceServer ReadAll DetailPageCustomWebApplet

    migrationtool -u UserID -s SourceServer ReadAll DynamicLayout

    migrationtool -u UserID -s SourceServer ReadAll EnableModificationTracking

    migrationtool -u UserID -s SourceServer ReadAll FieldAuditSetUp

    migrationtool -u UserID -s SourceServer ReadAll FieldManagement

    migrationtool -u UserID -s SourceServer ReadAll HomePageCustomWebApplet

    migrationtool -u UserID -s SourceServer ReadAll HomepageLayout

    migrationtool -u UserID -s SourceServer ReadAll HomeTabCustomWebApplet

    migrationtool -u UserID -s SourceServer ReadAll ListAccessAndOrder

    migrationtool -u UserID -s SourceServer ReadAll PageLayoutField

    migrationtool -u UserID -s SourceServer ReadAll PageLayoutRelatedInformation

    migrationtool -u UserID -s SourceServer ReadAll PageLayoutSection

    migrationtool -u UserID -s SourceServer ReadAll Picklist

    migrationtool -u UserID -s SourceServer ReadAll PicklistValueGroup

    migrationtool -u UserID -s SourceServer ReadAll RelatedInformationLayout

    migrationtool -u UserID -s SourceServer ReadAll ReportFolder

    migrationtool -u UserID -s SourceServer ReadAll Role

    migrationtool -u UserID -s SourceServer ReadAll SalesAssessmentTemplate

    migrationtool -u UserID -s SourceServer ReadAll SalesCategory

    migrationtool -u UserID -s SourceServer ReadAll SearchLayout

    migrationtool -u UserID -s SourceServer ReadAll WorkflowRuleSet

    where:

    • UserID is the customer administration user's sign-in ID for the Oracle CRM On Demand source environment where the extraction occurs.
    • SourceServer is the URL for the Oracle CRM On Demand source server for the source environment.

      In addition, extract all workflow action sets for each of the object names and trigger events that exist on the source server:

    migrationtool -u UserID -s SourceServer ReadForRuleSet WorkflowActionSet
    RecordType TriggerEvent [ParentRecordType]

    For more details on extracting workflow action sets, see Extracting a Workflow Action or a Workflow Action Set.

  4. Perform an Upsert operation (or an InsertOrUpdate operation, in the case of workflow rules and workflow actions) for each XML file to the target environment by running the following commands:

    migrationtool -u UserID -s TargetServer Upsert CustomRecordType CustomizedRecordTypeXML

    migrationtool -u UserID -s TargetServer Upsert CustomWebTab CustomWebTabXML

    migrationtool -u UserID -s TargetServer Upsert FieldManagement FieldManagementXML

    migrationtool -u UserID -s TargetServer Upsert Picklist PicklistXML

    migrationtool -u UserID -s TargetServer Upsert CascadingPicklist CascadingPicklistXML

    migrationtool -u UserID -s TargetServer Upsert PicklistValueGroup PicklistValueGroupXML

    migrationtool -u UserID -s TargetServer Upsert CustomWebLink CustomWebLinkXML

    migrationtool -u UserID -s TargetServer Upsert ConcatenatedField ConcatenatedFieldXML

    migrationtool -u UserID -s TargetServer Upsert ActionBarCustomWebApplet ActionBarCustomWebAppletXML

    migrationtool -u UserID -s TargetServer Upsert DetailPageCustomWebApplet DetailPageCustomWebAppletXML

    migrationtool -u UserID -s TargetServer Upsert HomepageCustomWebApplet HomepageCustomWebAppletXML

    migrationtool -u UserID -s TargetServer Upsert HomeTabCustomWebApplet HomeTabCustomWebAppletXML

    migrationtool -u UserID -s TargetServer Upsert SalesAssessmentTemplate SalesAssessmentScriptXML

    migrationtool -u UserID -s TargetServer Upsert HomepageLayout HomepageLayoutXML

    migrationtool -u UserID -s TargetServer Upsert ActionBarLayout ActionBarLayoutXML

    migrationtool -u UserID -s TargetServer Upsert RelatedInformationLayout RelatedInfoLayoutXML

    migrationtool -u UserID -s TargetServer Upsert AccessProfile AccessProfileXML

    migrationtool -u UserID -s TargetServer Upsert PageLayoutField PageLayoutFieldXML

    migrationtool -u UserID -s TargetServer Upsert PageLayoutRelatedInformation PageLayoutRelatedXML

    migrationtool -u UserID -s TargetServer Upsert PageLayoutSection PageLayoutSectionXML

    migrationtool -u UserID -s TargetServer Upsert DynamicLayout DynamicLayoutXML

    migrationtool -u UserID -s TargetServer Upsert SearchLayout SearchLayoutXML

    migrationtool -u UserID -s TargetServer Upsert Role RoleXML

    migrationtool -u UserID -s TargetServer InsertOrUpdate WorkflowRules WorkflowRulesXML

    migrationtool -u UserID -s TargetServer InsertOrUpdate WorkflowActionSet WorkflowActionSetXML

    migrationtool -u UserID -s TargetServer Upsert AssignmentRuleGroup AssignmentRuleGroupXML

    migrationtool -u UserID -s TargetServer Upsert AssignmentRule AssignmentRuleXML

    migrationtool -u UserID -s TargetServer Upsert ListAccessAndOrder ListAccessAndOrderXML

    migrationtool -u UserID -s TargetServer Upsert ReportFolder ReportFolderXML

    migrationtool -u UserID -s TargetServer Upsert CustomHTMLHeadTag CustomHTMLHeadTagXML

    migrationtool -u UserID -s TargetServer Upsert FieldAuditSetUp FieldAuditSetUpXML

    migrationtool -u UserID -s TargetServer Upsert SalesCategory SalesCategoryXML

    migrationtool -u UserID -s TargetServer Upsert EnableModificationTracking EnableModificationTrackingXML

    where:

    • UserID is the customer administration user's sign-in ID for the Oracle CRM On Demand environment where the Upsert operation occurs.
    • TargetServer is the URL for the Oracle CRM On Demand target server for the target environment.
    • AccessProfileXML is the fully qualified path name of the access profile XML file, for example, C:\Oracle Migration Tool On Demand\repository\AccessProfile\MyCustomProfile.xml
    • ActionBarCustomWebAppletXML is the fully qualified path name of the Action bar customized Web applet XML file, for example, C:\My Files\MyActionBarCustomWebApplet.xml
    • ActionBarLayoutXML is the fully qualified path name of the Action Bar layout XML file, for example, C:\My Files\MyActionBarLayout.xml
    • AssignmentRuleGroupXML is the fully qualified path name of the assignment rule group XML file, for example, C:\Oracle Migration Tool On Demand\repository\AssignmentRuleGroup\Account\My AssignmentRuleGroup.xml
    • AssignmentRuleXML is the fully qualified path name of the assignment rule XML file, for example, C:\Oracle Migration Tool On Demand\repository\AssignmentRule\Account\My AssignmentRuleGroup\My AssignmentRule1.xml
    • CascadingPicklistXML is the fully qualified path name of the cascading picklist XML file, for example, C:\My Files\MyCascadingPicklist.xml
    • ConcatenatedFieldXML is the fully qualified path name of the concatenated field XML file, for example, C:\My Files\MyConcatenatedField.xml
    • CustomHTMLHeadTagXML is the fully qualified path name of the custom HTML head tag additions XML file, for example, C:\My Files\CustomHTMLHeadTag.xml
    • CustomizedRecordTypeXML is the fully qualified path name of the customized record type XML file, for example, C:\Oracle Migration Tool On Demand\repository\CustomRecordType\My CustomRecordType.xml
    • CustomWebLinkXML is the fully qualified path name of the custom Web link XML file, for example, C:\My Files\MyCustomWebLink.xml
    • CustomWebTabXML is the fully qualified path name of the custom Web tab XML file, for example, C:\Oracle Migration Tool On Demand\repository\CustomWebTab\My CustomWwebTab.xml
    • DetailPageCustomWebAppletXML is the fully qualified path name of the Detail page customized Web applet XML file, for example, C:\My Files\MyDetailPageCustomWebApplet.xml
    • DynamicLayoutXML is the fully qualified path name of the dynamic layout XML file, for example, C:\Oracle Migration Tool On Demand\repository\DynamicLayout\MyDynamicLayout.xml
    • EnableModificationTrackingXML is the fully qualified path name of the modification tracking settings XML file, for example C:\Oracle Migration Tool On Demand\repository\EnableModificationTracking\Account.xml
    • FieldAuditSetUpXML is the fully qualified path name of the field audit setup XML file, for example C:\My Files\Account.xml
    • FieldManagementXML is the fully qualified path name of the field management XML file, for example, C:\Oracle Migration Tool On Demand\repository\FieldManagement\MyFieldManagement.xml
    • HomepageCustomWebAppletXML is the fully qualified path name of the Homepage customized Web applet XML file, for example, C:\My Files\MyHomePageCustomWebApplet.xml
    • HomepageLayoutXML is the fully qualified path name of the homepage layout XML file, for example, C:\My Files\My HomepageLayout.xml
    • HomeTabCustomWebAppletXML is the fully qualified path name of the Home tab customized Web applet XML file, for example, C:\My Files\MyHomeTabCustomWebApplet.xml
    • ListAccessAndOrderXML is the fully qualified path name of the list access and order layout XML file, for example C:\Oracle Migration Tool On Demand\repository\ListAccessAndOrder\Account\ExpertRole.xml
    • PageLayoutFieldXML is the fully qualified path name of the page layout field information XML file for a specific object such as Account, for example, C:\My Files\PageLayoutFieldInformation\Account.xml
    • PageLayoutRelatedXML is the fully qualified path name of the page layout related information XML file for a specific object such as Account, for example, C:\My Files\PageLayoutRelatedInformation\Account.xml
    • PageLayoutSectionXML is the fully qualified path name of the page layout section XML file for a specific object such as Account, for example, C:\My Files\PageLayoutSection\Account.xml
    • PicklistXML is the fully qualified path name of the picklist XML file, for example, C:\Oracle Migration Tool On Demand\repository\Picklist\MyPicklist.xml
    • PicklistValueGroupXML is the fully qualified path name of the picklist value group XML file, for example, C:\My Files\MyPicklistValueGroup.xml
    • RelatedInfoLayoutXML is the fully qualified path name of the related information layout XML file, for example, C:\My Files\MyRelatedInfoLayout.xml
    • ReportFolderXML is the fully qualified path name of the XML file for the role associations for a report folder, for example, C:\Oracle Migration Tool On Demand\repository\ReportFolder\MyFolder.xml
    • RoleXML is the fully qualified path name of the role XML file, for example, C:\My Files\MyRole.xml
    • SalesAssessmentScriptXML is the fully qualified path name of the sales assessment template XML file, for example, C:\My Files\MyAssessmentScript.xml
    • SalesCategoryXML is the fully qualified path name of the sales category XML file, for example C:\My Files\1.xml
    • SearchLayoutXML is the fully qualified path name of the search layout XML file, for example C:\Oracle Migration Tool On Demand\repository\SearchLayout\MyAccountSearchLayout.xml
    • WorkflowRulesXML is the fully qualified path name of the workflow rules XML file, for example, C:\My Files\My WorkflowRules.xml
    • WorkflowActionSetXML is the fully qualified path name of the workflow action set XML file, for example, C:\My Files\My WorkflowActionSet.xml

      NOTE:  The Upsert command must be run for each XML file that is retrieved from the source environment. For example, if ten access profile XML files are retrieved from the source environment, then ten Upsert operations (one for each XML file) are required.

    
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