Oracle Migration Tool On Demand Guide > Migrating Process Administration Configuration Data > Migrating Process Administration Configuration Data >

Updating or Inserting a Process (Upsert)

This topic describes how to update a process (if it exists) or insert a process (if it does not exist) on your Oracle CRM On Demand environment (customer test environment or production).

About the Upsert Operation

The Upsert command inserts or updates a process based on the user key: <RecordType>.

Oracle CRM On Demand attempts to locate the process specified in the input file based on the user key. If a process exists for the specified record type, then the process is updated. If a process does not exist for the specified record type, then a new process is created for that record type.

The Upsert command inserts or updates a process transition state based on the user key: <State>.

Oracle CRM On Demand attempts to locate a process transition state in the input file based on the user key. If a match is located, then the transition state is updated. If Oracle CRM On Demand cannot locate a transition state based on the user key, then a new transition state is created for the process for the record type.

NOTE:  The Read ProcessAdministration and ReadAll ProcessAdministration commands do not extract the field setup and related access control configuration data for transition states, and the Upsert ProcessAdministration command does not insert or update this configuration data. So, if you extract a process that has field setup and related access control configuration data, and if you then insert the extracted process in a different environment, then no field setup and related access control configuration data is inserted for the process. However, if the process already exists in the target environment, and if you update the process, then any existing field setup and related access control configuration data on the process remains unchanged.

Syntax

The following is the syntax for using the Oracle Migration Tool On Demand client to insert or update a process for an object:

migrationtool -u UserID -s ServerURL Upsert ProcessAdministration ProcessXML

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.
• ProcessXML is the fully qualified path name of the process administration XML file, for example:

  C:\My Files\Account.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 ProcessAdministration "C:\My Files\Account.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 a Process

The following is an example of updating a process (if it exists) or inserting the process (if it does not exist) in your Oracle CRM On Demand server:

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

NOTE:  Quotation marks are required only if the fully qualified path name contains spaces.