Exporting and Importing Objects

Object Migration is the process of migrating or moving objects between environments. You may want to migrate objects for reasons such as managing global deployments on multiple environments or creating multiple environments so that you can separate the development, testing, and production processes.

Objects refer to the various definitions defined in the Oracle Financial Services Analytical Application Infrastructure (OFSAAI) Applications. The Object Migration Framework within the Infrastructure facilitates you to define a set of objects to migrate across Information Domains within the same setup or across different setups.

NOTE:   

·        The CM_ADMIN user must have access to the Object Migration Admin (OBJMIGADMIN) Group Role before using the Admin Configuration Migration functionality

·        When migrating CM-ADMIN related Objects, if PMF_PROCESS workflow and User Groups are not available in the target environment, you will need to first migrate the associated PMF_PROCESS workflow and User Groups

·        When migrating CM-ADMIN related Objects, PMF_PROCESS workflow migration is required for Case Actions, Case Statuses, Case Types, Case Priority, and Case Rules

·        When migrating CM-ADMIN related Objects, PMF_PROCESS workflow migration is not required for Business Domain, Case System Parameters, and Jurisdictions

·        If User Groups are not available in the target environment, User Groups migration is required for Security Mapping and Case Actions/Statuses

·        Ensure that Report Types are migrated from Reference Data upload (applicable for Security Mapping).

 

 

About Exporting and Importing Objects

You can migrate (import/export) the following Object Types using the Admin Configuration Migration functionality:

·        Schedule: Schedule provides instructions to schedule the execution of defined processes. When a schedule is migrated, the associated batch is also migrated.

·        Batch: A batch is a collection of jobs that are planned to run automatically at predetermined intervals without any user input. When a batch is migrated, the batch and the associated pipeline information are migrated.

·        Batch_Group: A set of individual batches are consolidated to form a single Batch_Group. When migrating a Batch_Group, all the associated batches, tasks, and pipeline information is also migrated.

·        Pipeline: A pipeline is an embedded data processing engine that runs inside the application to filter, transform, and migrate data on-the-fly. Pipelines are a set of data processing elements called widgets connected in series, where the output of one widget is the input to the next element.

·        Threshold: The threshold limit associated with set variables values for scenarios in FCCM Cloud Service. These threshold values are set when scenarios are created or installed and can be changed if required.

·        Job: Jobs provide a set of instructions to execute workflow pipelines based on the set threshold values.

·        PMF_Process: PMF_Processes are defined to sequence the workflow Pipelines of the applications, and to design the artifacts that participate in the Pipelines, to implement the Pipelines. Export of the PMF process will take care of dependent metadata, such as data fields, and transition rules associated with the PMF process, that are defined in PMF.

·        Role: Roles are used to mapping functions to a defined set of groups to ensure user access system security.

·        Groups: Groups are used to map Roles. Specific User Groups can perform only a set of functions associated with that group.

·        CM_ADMIN: The CM_ADMIN object type refers to all the case management-related admin screens. Under this object type, you can export case management related admin metadata and settings for Business Domain, Case Actions/Statuses, Case Priority, Case Rules, Case System Parameters, Case Types, Jurisdictions and Security Mapping.

Exporting Objects

To export the objects, follow these steps:

1.     Enter the application URL in the browser's URL field. The Oracle Cloud Account Sign In window appears.

2.     Provide your User Name and Password.

3.     Click Sign In. The Financial Services Analytical Applications home page appears.

4.      Click Navigation Menu Navigation Menu icon to hide the Application Navigation List.

5.     Click Admin Configuration Migration and then select Export. The Object Export Summary page appears.

For more information on exporting objects, see Exporting Objects.

Importing Objects

To export the objects, follow these steps:

1.     Enter the application URL in the browser's URL field. The Oracle Cloud Account Sign In window appears.

2.     Provide your User Name and Password.

3.     Click Sign In. The Financial Services Analytical Applications home page appears.

4.      Click Navigation Menu Navigation Menu icon to hide the Application Navigation List.

5.     Click Admin Configuration Migration and then select Import. The Object Import Summary page appears.

For more information on importing objects, see Importing Objects.