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Updating or Inserting Role Associations for Report and Dashboard Folders

This topic describes how to insert or update role associations for a report or dashboard folder on your Oracle CRM On Demand environment (customer test environment or production).

About the Upsert Operation

The Upsert command inserts or updates role associations for report and dashboard folders based on the following user keys:

• <Path>
• <Path> and <Catalog>

Oracle CRM On Demand attempts to locate the folder specified in the input file based on the user key. If the <Catalog> element is not specified, and if multiple folders are found that match the value in the <Path> element, then an error is returned. If one existing folder that matches the value in the <Path> element is located, then the following happens:

• If a role association that is specified in the input file already exists for that folder, and if the access level that is specified for the role in the input file is different from the existing access level for the role, then the role association is updated. Otherwise, the existing role association is left unchanged.
• If a role association that is specified in the input file does not already exist for the folder, then the role association is inserted for the folder.
• Any existing role associations for the folder that are not specified in the input file are left unchanged.

Syntax

The following is the syntax for using the Oracle Migration Tool On Demand client to insert or update role associations for a report or dashboard folder:

migrationtool -u UserID -s ServerURL Upsert ReportFolder ReportFolderXML

where:

• UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.
• ServerURL is the URL for the Oracle CRM On Demand server where your company resides.
• ReportFolderXML is the fully qualified path name of the XML file containing the role associations for the report or dashboard folder, for example:

  C:\My Files\Test Folder.xml

  If the fully qualified path name contains any spaces, then it must be enclosed with quotation marks, for example:

  migrationtool -u UserID -s ServerURL Upsert ReportFolder "C:\My Files\Test Folder.xml"

NOTE:  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.

Example of Updating or Inserting Role Associations for a Report or Dashboard Folder

The following is an example of updating or inserting role associations for a report or dashboard folder in your Oracle CRM On Demand server:

migrationtool -u UserID -s ServerURL Upsert ReportFolder "C:\Oracle Migration Tool On Demand\repository\ReportFolder\MyFolder.xml"

NOTE:  Quotation marks are required only if the path or file name contains spaces.