- 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
- 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 IntegrationEventQueue
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 ProcessAdministration
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:
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.
In addition, back up all workflow user sets that exist on the target server:
migrationtool -u UserID -s TargetServer ReadForRuleSet WorkflowUserSet
Analytics ScheduledEvent
For more details on extracting workflow user sets, see Extracting Workflow User Sets.
- 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 IntegrationEventQueue
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 ProcessAdministration
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:
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.
In addition, extract all workflow user sets that exist on the source server:
migrationtool -u UserID -s SourceServer ReadForRuleSet WorkflowUserSet
Analytics ScheduledEvent
For more details on extracting workflow user sets, see Extracting Workflow User Sets.
- Perform an Upsert operation (or an InsertOrUpdate operation, in the case of workflow rules, workflow actions, and workflow users) 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 Upsert IntegrationEventQueue IntegrationEventQueueXML
migrationtool -u UserID -s TargetServer InsertOrUpdate WorkflowRules WorkflowRulesXML
migrationtool -u UserID -s TargetServer InsertOrUpdate WorkflowActionSet WorkflowActionSetXML
migrationtool -u UserID -s TargetServer InsertOrUpdate WorkflowUserSet WorkflowUsersXML
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 C
ustomHTMLHeadTagXML
migrationtool -u UserID -s TargetServer Upsert FieldAuditSetUp FieldAuditSetUpXML
migrationtool -u UserID -s TargetServer Upsert SalesCategory SalesCategoryXML
migrationtool -u UserID -s TargetServer Upsert EnableModificationTracking EnableModificationTrackingXML
migrationtool -u UserID -s TargetServer Upsert ProcessAdministration ProcessXML
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
C
ustomHTMLHeadTagXML
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
- IntegrationEventQueueXML is the fully qualified path name of the integration event queue XML file, for example,
C:\My Files\MyIntegrationEventQueue.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
- ProcessXML is the fully qualified path name of the process administration XML file, for example,
C:\My Files\Account.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 containing the role associations for an analytics 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
- WorkflowUsersXML is the fully qualified path name of the workflow user set XML file, for example,
C:\My Files\My WorkflowUserSet.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.