Contents

• Title and Copyright Information
• Preface
• 1 What's New in This Release
  • What's New in Oracle Migration Tool On Demand Guide, Release 39
• 2 Getting Started with Oracle Migration Tool On Demand
  • Getting Started with Oracle Migration Tool On Demand
  • Oracle Migration Tool On Demand Client
    • Auditing and Log Files
    • Supported Operating Systems for Oracle Migration Tool On Demand
    • Supported Releases of Oracle CRM On Demand
  • Software Requirements for Installing Oracle Migration Tool On Demand
    • Checking Your Java Runtime Environment
    • Privileges for Administrators
    • Privileges for Nonadministrative Users
    • Language Considerations When Migrating Configuration Data
  • Downloading the Oracle Migration Tool On Demand Client
  • Installing and Configuring the Oracle Migration Tool On Demand Client
  • Starting the Oracle Migration Tool On Demand Client
  • Migration Dependencies
  • Commands for Oracle Migration Tool On Demand
    • Location of Output XML Files for Read and ReadAll Commands
  • Specifying Internet Proxy Server Information
    • Examples of Using Parameters to Specify an Internet Proxy Server
  • XML Templates and Web Services Description Language
    • About Web Services APIs
    • Downloading Administrative Web Services WSDLs from Oracle CRM On Demand
  • Considerations for Using the Oracle CRM On Demand Migration Tool Client
    • Considerations for the Mark for Translation Setting
    • Considerations for Character Encoding in Configuration Data
• 3 Migrating Customized Record Types
  • Migrating Customized Record Types
  • Customized Record Types
  • Privileges Required for Migrating Customized Record Types
  • Elements and Sections in the Customized Record Types XML Output File
  • Migrating Customized Record Types
    • Extracting a Single Customized Record Type
    • Extracting All Customized Record Types
    • Updating or Inserting a Customized Record Type (Upsert)
• 4 Migrating Custom Web Tabs
  • Migrating Custom Web Tabs
  • Custom Web Tabs
  • Privileges Required for Migrating Custom Web Tabs
  • Elements and Sections in the Custom Web Tabs XML Output File
  • Migrating Custom Web Tabs
    • Extracting a Single Custom Web Tab
    • Extracting All Custom Web Tabs
    • Updating or Inserting a Custom Web Tab (Upsert)
    • Deleting a Single Custom Web Tab
• 5 Migrating Custom Fields
  • Migrating Custom Fields
  • Custom Fields
  • Privileges Required for Migrating Custom Fields
  • Elements and Sections in the Field Management XML Output File
    • Example of a Field Management XML File Containing a Web Link Field Type
  • Migrating Custom Fields
    • Extracting Customized Field Definitions for a Single Object
    • Extracting Customized Field Definitions for All Objects
    • Updating or Inserting a Set of Field Definitions (Upsert)
    • Creating a New Field Definition
• 6 Migrating Picklist Values
  • Migrating Picklist Values
  • Picklist Values
  • Privileges Required for Migrating Picklist Values
  • Elements and Sections in the Picklist XML Output File
  • Migrating Picklist Values
    • Extracting All Picklist Values for a Single Object
    • Extracting Picklist Values for a Single Picklist Field
    • Extracting All Picklist Values for All Objects
    • Updating or Inserting a Set of Picklist Values for a Single Object (Upsert)
• 7 Migrating Picklist Value Groups
  • Migrating Picklist Value Groups
  • Picklist Value Groups
  • Privileges Required for Migrating Picklist Value Groups
  • Elements and Sections in the Picklist Value Groups XML Output File
  • Migrating Picklist Value Groups
    • Extracting a Single Picklist Value Group
    • Extracting All Picklist Value Groups
    • Updating or Inserting a Picklist Value Group
• 8 Migrating Cascading Picklists
  • Migrating Cascading Picklists
  • Cascading Picklists
  • Privileges Required for Migrating Cascading Picklists
  • Elements and Sections in the Cascading Picklist XML Output File
  • Migrating Cascading Picklists
    • Extracting Cascading Picklists for a Single Object
    • Extracting Cascading Picklists for All Objects
    • Updating or Inserting a Cascading Picklist (Upsert)
• 9 Migrating Custom Web Link Fields
  • Migrating Custom Web Link Fields
  • Custom Web Link Fields
  • Privileges Required for Migrating Custom Web Link Fields
  • Elements and Sections in the Custom Web Links XML Output File
  • Migrating Custom Web Link Fields
    • Extracting Custom Web Link Fields for a Single Object
    • Extracting Custom Web Link Fields for All Objects
    • Updating or Inserting Custom Web Link Fields (Upsert)
• 10 Migrating Concatenated Fields
  • Migrating Concatenated Fields
  • Concatenated Fields
  • Privileges Required for Migrating Concatenated Fields
  • Elements and Sections in the Concatenated Fields XML Output File
  • Migrating Concatenated Fields
    • Extracting Concatenated Fields for a Single Object
    • Extracting Concatenated Fields for All Objects
    • Updating or Inserting Concatenated Fields (Upsert)
• 11 Migrating Custom Web Applets
  • Migrating Custom Web Applets
  • Custom Web Applets
  • Privileges Required for Migrating Custom Web Applets
  • Elements and Sections in the Web Applet XML Output File
    • Detail Page Custom Web Applets
    • Action Bar Custom Web Applets
    • Homepage Custom Web Applets
    • Home Tab Custom Web Applets
  • Migrating Custom Web Applets
    • Extracting a Single Custom Web Applet
    • Extracting a Set of Custom Web Applets for a Single Object
    • Extracting All Custom Web Applets
    • Updating or Inserting a Custom Web Applet Definition (Upsert)
• 12 Migrating Sales Assessment Templates
  • Migrating Sales Assessment Templates
  • Sales Assessment Templates
  • Privileges Required for Migrating Sales Assessment Templates
  • Elements and Sections in the Sales Assessment Template XML Output File
  • Migrating Sales Assessment Templates
    • Extracting a Sales Assessment Template Configuration
    • Extracting All Sales Assessment Templates
    • Updating or Inserting a Specific Sales Assessment Template (Upsert)
• 13 Migrating Homepage Layouts
  • Migrating Homepage Layouts
  • Homepage Layouts
  • Privileges Required for Migrating Homepage Layouts
  • Elements and Sections in the Homepage Layout XML Output File
    • About the PdqList Section Name
    • Example of Sequence Values in the Section: ListOfSelectedSection
  • Migrating Homepage Layouts
    • Extracting All Homepage Layouts
    • Updating or Inserting a Homepage Layout (Upsert)
• 14 Migrating Action Bar Layouts
  • Migrating Action Bar Layouts
  • Action Bar Layouts
  • Privileges Required for Migrating Action Bar Layouts
  • Elements and Sections in the Action Bar Layout XML Output File
  • Migrating Action Bar Layouts
    • Extracting All Action Bar Layouts
    • Updating or Inserting an Action Bar Layout (Upsert)
• 15 Migrating Related Information Layouts
  • Migrating Related Information Layouts
  • Related Information Layouts
  • Privileges Required for Migrating Related Information Layouts
  • Elements and Sections in the Related Information Layout XML Output File
  • Migrating Related Information Layouts
    • Extracting a Set of Related Information Layouts for a Single Object
    • Extracting All Related Information Layouts for All Objects
    • Updating or Inserting a Specific Related Information Layout (Upsert)
• 16 Migrating Access Profiles
  • Migrating Access Profiles
  • Access Profiles
  • Privileges Required for Migrating Access Profiles
  • Elements and Sections in the Access Profile XML Output File
  • Migrating Access Profiles
    • Extracting a Single Access Profile
    • Extracting a Single Access Profile by System Name Using a Template File
    • Extracting All Access Profiles
    • Extracting All Access Profiles to a Specific Location
    • Updating or Inserting an Access Profile (Upsert)
• 17 Migrating Page Layouts
  • Migrating Page Layouts
  • Page Layouts
  • Privileges Required for Migrating Page Layouts
  • Elements and Sections in the Page Layout Field Information XML Output File
    • Example of the Values for Page Layout Field Information
  • Elements and Sections in the Page Layout Related Information XML Output File
    • Example of the Values for Page Layout Related Information
  • Elements and Sections in the Page Layout Section XML Output File
    • Example of the Values for Page Layout Sections
  • Migrating Page Layout Field Information
    • Extracting All Page Layout Field Information
    • Updating or Inserting Page Layout Field Information for a Single Object (Upsert)
  • Migrating Page Layout Related Information
    • Extracting All Page Layout Related Information
    • Updating or Inserting Page Layout Related Information for a Single Object (Upsert)
  • Migrating Page Layout Section Information
    • Extracting All Page Layout Section Information
    • Updating or Inserting Page Layout Section Information for a Single Object (Upsert)
• 18 Migrating Dynamic Page Layouts
  • Migrating Dynamic Page Layouts
  • Dynamic Page Layouts
  • Privileges Required for Migrating Dynamic Page Layouts
  • Elements and Sections in the Dynamic Page Layout XML Output File
  • Migrating Dynamic Page Layouts
    • Extracting Dynamic Page Layouts for a Single Object
    • Extracting Dynamic Page Layouts for All Objects
    • Updating or Inserting Dynamic Page Layouts (Upsert)
• 19 Migrating Search Layouts
  • Migrating Search Layouts
  • Search Layouts
  • Privileges Required for Migrating Search Layouts
  • Elements and Sections in the Search Layout XML Output File
  • Migrating Search Layouts
    • Extracting a Single Search Layout
    • Extracting All Search Layouts for a Single Object
    • Extracting All Search Layouts for All Objects
    • Updating or Inserting a Search Layout (Upsert)
• 20 Migrating Roles
  • Migrating Roles
  • Roles
  • Privileges Required for Migrating Roles
  • Elements and Sections in the Roles XML Output File
  • Migrating Roles
    • Extracting All Roles
    • Updating or Inserting a Specific Role (Upsert)
• 21 Migrating Integration Event Queue Configuration Data
  • Migrating Integration Event Queue Configuration Data
  • Integration Event Queues
  • Privileges Required for Migrating Integration Event Queue Configuration Data
  • Elements and Sections in the Integration Event Queue XML Output File
  • Migrating Integration Event Queue Configuration Data
    • Extracting a Single Integration Event Queue
    • Extracting All Integration Event Queues
    • Updating or Inserting an Integration Event Queue (Upsert)
  • About Clearing Transactions from Integration Event Queues
• 22 Migrating Workflow Rules, Action Sets, and User Sets
  • Migrating Workflow Rules and Action Sets
  • Workflow Rules
    • Considerations That Apply to Upsert Operations
    • Language-Independent Codes for Trigger Events
  • Workflow Action Sets
  • Workflow User Sets
  • Privileges Required for Migrating Workflow Rules and Action Sets
  • Privileges Required for Migrating Workflow User Sets
  • Elements and Sections in the Workflow Rules Output File
  • Elements and Sections in the Workflow Action Sets Output File
    • Assign a Book Workflow Action Set
    • Send Email Workflow Action Set
    • Create Task Workflow Action Set
    • System Names and Display Names for Owner and To Element Values for Relative User on Record
    • Wait Action Workflow Action Set
    • Field Update Workflow Action Set
    • Create Integration Event Workflow Action Set
    • Submit Call Workflow Action Set
    • Submit Workflow Action Set
  • Elements and Sections in the Workflow User Sets Output File
  • Migrating Workflow Rules
    • Extracting a Workflow Rule or a Workflow Rule Set
    • Extracting All Workflow Rule Sets
    • Updating or Inserting Workflow Rules (Upsert)
    • Updating or Inserting Workflow Rules (InsertOrUpdate)
    • Deleting a Workflow Rule Set
  • Migrating Workflow Action Sets
    • Extracting a Workflow Action or a Workflow Action Set
    • Extracting Workflow Action Sets That Are Related to a Workflow Rule Set
    • Updating or Inserting a Workflow Action Set (Upsert)
    • Updating or Inserting Workflow Actions (InsertOrUpdate)
  • Migrating Workflow User Sets
    • Extracting Workflow User Sets
    • Updating or Inserting Workflow User Sets (InsertOrUpdate)
    • Deleting a Workflow User
• 23 Migrating Assignment Rule Groups and Assignment Rules
  • Migrating Assignment Rule Groups and Assignment Rules
  • Assignment Manager
  • Assignment Rule Groups
  • Assignment Rules
  • Privileges Required for Migrating Assignment Rule Groups and Assignment Rules
  • Elements and Sections in the Assignment Rule Groups Output File
  • Elements and Sections in the Assignment Rules Output File
  • Migrating Assignment Rule Groups
    • Extracting a Single Assignment Rule Group
    • Extracting All Assignment Rule Groups for a Single Object
    • Extracting All Assignment Rule Groups
    • Updating or Inserting an Assignment Rule Group
  • Migrating Assignment Rules
    • Extracting a Single Assignment Rule
    • Extracting All Assignment Rules for a Single Rule Group
    • Extracting All Assignment Rules for a Single Object
    • Extracting All Assignment Rules
    • Updating or Inserting an Assignment Rule
• 24 Migrating List Access and Order Layouts
  • Migrating List Access and Order Layouts
  • List Access and Order Layouts
  • Privileges Required for Migrating List Access and Order Layouts
  • Elements and Sections in the List Access and Order Layout XML Output File
  • Migrating List Access and Order Layouts
    • Extracting List Access and Order Layouts for a Single Object and Role
    • Extracting List Access and Order Layouts for All Objects and Roles
    • Updating or Inserting List Access and Order Layouts (Upsert)
• 25 Migrating Role Associations for Analytics Folders
  • Migrating Role Associations for Analytics Folders
  • Role Associations for Analytics Folders
  • Privileges Required for Migrating Role Associations for Analytics Folders
  • Elements and Sections in the Role Associations for Analytics XML Output File
  • Migrating Role Associations for Analytics Folders
    • Extracting Role Associations for a Single Analytics Folder
    • Extracting Role Associations for All Analytics Folders
    • Updating or Inserting Role Associations for Analytics Folders
• 26 Migrating Custom HTML Head Tag Additions
  • Migrating Custom HTML Head Tag Additions
  • Custom HTML Head Tag Additions
  • Privileges Required for Migrating Custom HTML Head Tag Additions
  • Elements in the Custom HTML Head Tag Additions XML Output File
  • Migrating Custom HTML Head Tag Additions
    • Extracting Custom HTML Head Tag Additions
    • Updating or Inserting Custom HTML Head Tag Additions
• 27 Migrating Field Audit Setup Information
  • Migrating Field Audit Setup Information
  • Field Audit Setup
  • Privileges Required for Migrating Field Audit Setup Information
  • Elements and Sections in the Field Audit Setup XML Output File
  • Migrating Field Audit Setup Information
    • Extracting Field Audit Setup Information for a Single Object
    • Extracting Field Audit Setup Information for All Objects
    • Updating Field Audit Setup Information (Upsert)
• 28 Migrating Sales Categories
  • Migrating Sales Categories
  • Sales Categories
  • Privileges Required for Migrating Sales Categories
  • Elements and Sections in the Sales Categories XML Output File
  • Migrating Sales Categories
    • Extracting a Single Sales Category
    • Extracting All Sales Categories
    • Updating or Inserting Sales Categories (Upsert)
• 29 Migrating Modification Tracking Settings
  • Migrating Modification Tracking Settings
  • Modification Tracking Settings
  • Privileges Required for Migrating Modification Tracking Settings
  • Elements and Sections in the Modification Tracking Settings XML Output File
  • Migrating Modification Tracking Settings
    • Extracting Modification Tracking Settings for a Single Object
    • Extracting Modification Tracking Settings for All Objects
    • Updating Modification Tracking Settings (Upsert)
• 30 Migrating Process Administration Configuration Data
  • Migrating Process Administration Configuration Data
  • Process Administration
  • Privileges Required for Migrating Process Administration Configuration Data
  • Elements and Sections in the Process Administration XML Output File
  • Migrating Process Administration Configuration Data
    • Extracting a Process for a Single Object
    • Extracting Processes for All Objects
    • Updating or Inserting a Process (Upsert)
• 31 Replicating Configuration Data from a Source Environment to a Target Environment
  • Replicating Configuration Data from a Source Environment to a Target Environment
  • Replicating All Configuration Data from a Source Environment to a Target Environment
  • Replicating Selective Configuration Data from a Source Environment to a Target Environment
• 32 Language Codes
  • Language Codes
  • Language Codes and Their Corresponding Language and Country
• 33 Access Objects
  • Access Objects
  • Access Objects and Corresponding Display Names
  • Access Levels and Corresponding Permission Codes in the XML File
• 34 Classic and Modern Theme Icons
  • Classic and Modern Theme Icons
  • Classic Theme Icons
  • Modern Theme Icons
• 35 System Names for Record Types
  • System Names for Record Types
  • System Names for Record Types
• 36 Homepage Section Layout Mapping
  • Homepage Section Layout Mapping
  • Homepage Section Layout Mapping
• 37 Privilege IDs and Names
  • Privilege IDs and Names
  • Privilege IDs and Their Corresponding Names and Descriptions
• 38 Child Applet IDs and Names
  • Child Applet IDs and Names
  • Child Applet IDs and Their Corresponding Names
• 39 Troubleshooting Oracle Migration Tool On Demand
  • Troubleshooting Oracle Migration Tool On Demand
  • Auditing and Log Files
  • Troubleshooting