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Analytics > Copying Analytics Objects from Staging to Production

Copying Analytics Objects from Staging to Production

You can copy analytics objects (all object types except conditions) and folders containing analytics objects from your staging environment to your production environment. Be aware that this feature does not copy analytics objects from one version of Oracle CRM On Demand to another, both your staging environment and production environment must be using the same version of Oracle CRM On Demand.

The copy method is to archive the analytics object or folder in the staging environment and then unarchive it in the production environment. The following procedures describe how to do the archive and unarchive steps.

To archive an analytics object or folder in your staging environment

1. Sign on to your staging environment.
2. Click the Analytics tab.
3. Click Catalog.
4. Navigate to the analytics object or folder to copy.
5. Under the folder or analytics object's name, right-click (or pull down the More menu, depending on the view type) and choose Archive.

   The Archive dialog box opens.

6. Click OK.

   The Opening report name.Catalog dialog box opens.

7. Make sure Save File is selected and click OK.

   The file browser dialog box opens.

8. Navigate to a folder on your computer and click Save.

   All dialog boxes close and the archive (.Catalog) file is now saved on your computer.

9. Sign out of your staging environment.

To unarchive an archive file in your production environment

1. Sign in to your production environment.
2. Click the Analytics tab.
3. Click Catalog.
4. Navigate to a destination folder to hold the unarchived object or folder.
5. Under the destination folder right-click (or pull down the More menu, depending on the view type) and choose Unarchive.

   The Unarchive dialog box opens.

6. Click Browse and navigate to the archive (.Catalog) file you saved on your computer in the previous procedure, and then click Open.
7. In the Replace drop-down menu, choose from the following:
   • All. Pastes all possible files from the archive into the destination folder.
   • Old. Pastes all possible files from the archive, but does not overwrite any existing files unless they are older than the source.
   • None. (Default) Pastes all possible files, from the archive but does not overwrite any existing files in the destination folder.
8. Click OK.

   The analytic object or folder is now copied from staging to production.

Note: The file size limit is 20 megabytes.

Be aware that if you unarchive an object that references custom objects or custom fields that you created in Staging and that were not recreated in Production, then the unarchived object is unlikely to work as it does in the staging environment. Also, if you unarchive objects that reference other analytics objects that do not yet exist in the production environment, then these objects are unlikely to work as expected.

The unarchived object(s) or folders will inherit the visibility rules from the destination folder if any.