35Replicating Configuration Data from a Source Environment to a Target Environment

Replicating Configuration Data from a Source Environment to a Target Environment

This chapter describes how to migrate all or selective configuration data from a source environment to a target environment of Oracle CRM On Demand using the command-line interface of the Oracle Migration Tool On Demand client. It contains the following topics:

• Replicating All Configuration Data from a Source Environment to a Target Environment

• Replicating Selective Configuration Data from a Source Environment to a Target Environment

Replicating All Configuration Data from a Source Environment to a Target Environment

This topic describes the commands that you run to replicate all the configuration data from a source environment to a target environment of Oracle CRM On Demand using the command-line interface of the Oracle Migration Tool On Demand client.

Caution: Most components of Oracle CRM On Demand cannot revert to their original states by using the backup copies of the configuration data. For example, after a new access profile is inserted into the target environment, it cannot be removed by using the backup copy (that is, access profiles in Oracle CRM On Demand cannot be deleted). A backup copy of the configuration data provides a reference of the target environment before applying new configuration data.

Note: In the following examples, 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.

To replicate all configuration data from a source environment to a target environment

1. Start the command-line interface of the Oracle Migration Tool On Demand client, as described in Starting the Oracle Migration Tool On Demand Client Command-Line Interface.

2. 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 LeadConversionMapping
   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 SalesProcess
   migrationtool -u UserID -s TargetServer ReadAll SalesStage
   migrationtool -u UserID -s TargetServer ReadAll SearchLayout
   migrationtool -u UserID -s TargetServer ReadAll WorkflowRuleSet
   

   where:

   • UserID is the customer administration user’s sign-in ID for the Oracle CRM On Demand target environment where the extraction occurs.

   • TargetServer is the URL for the Oracle CRM On Demand target server for the target environment.

   In addition, back up all workflow action sets for each of the record types and trigger events that exist on the target server:

   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.

3. 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 LeadConversionMapping
   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 SalesProcess
   migrationtool -u UserID -s SourceServer ReadAll SalesStage
   migrationtool -u UserID -s SourceServer ReadAll SearchLayout
   migrationtool -u UserID -s SourceServer ReadAll WorkflowRuleSet
   

   where:

   • UserID is the customer administration user’s sign-in ID for the Oracle CRM On Demand source environment where the extraction occurs.

   • SourceServer is the URL for the Oracle CRM On Demand source server for the source environment.

   In addition, extract all workflow action sets for each of the record types and trigger events that exist on the source server:

   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.

4. 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 CustomHTMLHeadTagXML
   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
   migrationtool -u UserID -s TargetServer Upsert LeadConversionMapping LeadConversionMappingXML
   migrationtool -u UserID -s TargetServer Upsert SalesProcess SalesProcessXML
   migrationtool -u UserID -s TargetServer Upsert SalesStage SalesStageXML

   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\windows\repository\AccessProfile\MyCustomProfile.xml

   • ActionBarCustomWebAppletXML is the fully qualified path name of the Action bar customized Web applet XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\ActionBarCustomWebApplet\MyActionBarCustomWebApplet.xml

   • ActionBarLayoutXML is the fully qualified path name of the Action Bar layout XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\ActionBarLayout\MyActionBarLayout.xml

   • AssignmentRuleGroupXML is the fully qualified path name of the assignment rule group XML file, for example, C:\Oracle Migration Tool On Demand\windows\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\windows\repository\AssignmentRule\Account\My AssignmentRuleGroup\My AssignmentRule1.xml

   • CascadingPicklistXML is the fully qualified path name of the cascading picklist XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\CascadingPicklist\Account.xml

   • ConcatenatedFieldXML is the fully qualified path name of the concatenated field XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\ConcatenatedField\Account.xml

   • CustomHTMLHeadTagXML is the fully qualified path name of the custom HTML head tag additions XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\CustomHTMLHeadTag\CustomHTMLHeadTag.xml

   • CustomizedRecordTypeXML is the fully qualified path name of the customized record type XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\CustomRecordType\My CustomRecordType.xml

   • CustomWebLinkXML is the fully qualified path name of the custom Web link XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\CustomWebLink\Account.xml

   • CustomWebTabXML is the fully qualified path name of the custom Web tab XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\CustomWebTab\My CustomWwebTab.xml

   • DetailPageCustomWebAppletXML is the fully qualified path name of the detail page customized Web applet XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\DetailPageCustomWebApplet\Account\MyDetailPageCustomWebApplet.xml

   • DynamicLayoutXML is the fully qualified path name of the dynamic layout XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\DynamicLayout\Account.xml

   • EnableModificationTrackingXML is the fully qualified path name of the modification tracking settings XML file, for example C:\Oracle Migration Tool On Demand\windows\repository\EnableModificationTracking\Account.xml

   • FieldAuditSetUpXML is the fully qualified path name of the field audit setup XML file, for example C:\Oracle Migration Tool On Demand\windows\repository\FieldAuditSetUp\Account.xml

   • FieldManagementXML is the fully qualified path name of the field management XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\FieldManagement\Account.xml

   • HomepageCustomWebAppletXML is the fully qualified path name of the homepage customized Web applet XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\HomePageCustomWebApplet\Account\MyHomePageCustomWebApplet.xml

   • HomepageLayoutXML is the fully qualified path name of the homepage layout XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\HomepageLayout\Account\My HomepageLayout.xml

   • HomeTabCustomWebAppletXML is the fully qualified path name of the Home tab customized Web applet XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\HomeTabCustomWebApplet\MyHomeTabCustomWebApplet.xml

   • IntegrationEventQueueXML is the fully qualified path name of the integration event queue XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\IntegrationEventQueue\MyIntegrationEventQueue.xml

   • LeadConversionMappingXML is the fully qualified path name of the lead conversion mapping XML file, for examle, C:\Oracle Migration Tool On Demand\windows\repository\LeadConversionMapping\Date of Birth.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\windows\repository\ListAccessAndOrder\Account\ExpertRole.xml

   • PageLayoutFieldXML is the fully qualified path name of a page layout field information XML file for a specific record type such as Account, for example, C:\Oracle Migration Tool On Demand\windows\repository\PageLayoutField\Account\AccountCustom.xml

   • PageLayoutRelatedXML is the fully qualified path name of a page layout related information XML file for a specific record type such as Account, for example, C:\Oracle Migration Tool On Demand\windows\repository\PageLayoutRelatedInformation\Account\AccountCustom.xml

   • PageLayoutSectionXML is the fully qualified path name of a page layout section XML file for a specific record type such as Account, for example, C:\Oracle Migration Tool On Demand\windows\repository\PageLayoutSection\Account\AccountCustom.xml

   • PicklistXML is the fully qualified path name of the picklist XML file for a specific record type such as Account, for example, C:\Oracle Migration Tool On Demand\windows\repository\Picklist\Account.xml

   • PicklistValueGroupXML is the fully qualified path name of the picklist value group XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\PickValueGroup\MyPicklistValueGroup.xml

   • ProcessXML is the fully qualified path name of the process administration XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\ProcessAdministration\Account.xml

   • RelatedInfoLayoutXML is the fully qualified path name of the related information layout XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\RelatedInformationLayout\Contact\ContactAccountChildList\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\windows\repository\ReportFolder\MyFolder.xml

   • RoleXML is the fully qualified path name of the role XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\Role\MyRole.xml

   • SalesAssessmentScriptXML is the fully qualified path name of the sales assessment template XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\SalesAssessmentTemplate\Account Survey\MyAssessmentScript.xml

   • SalesCategoryXML is the fully qualified path name of the sales category XML file, for example C:\Oracle Migration Tool On Demand\windows\repository\SalesCategory\1.xml

   • SalesProcessXML is the fully qualified path name of the sales process XML file, for examle, C:\Oracle Migration Tool On Demand\windows\repository\SalesProcess\High Potential.xml

   • SalesStageXML is the fully qualified path name of the sales stage XML file, for examle, C:\Oracle Migration Tool On Demand\windows\repository\SalesStage\[High Potential]\Short List.xml

   • SearchLayoutXML is the fully qualified path name of the search layout XML file, for example C:\Oracle Migration Tool On Demand\windows\repository\SearchLayout\Account\MyAccountSearchLayout.xml

   • WorkflowRulesXML is the fully qualified path name of the workflow rules XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\WorkflowRuleSet\Activity\WriteRecordNew.xml

   • WorkflowActionSetXML is the fully qualified path name of the workflow action set XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\WorkflowActionSet\Task email.xml

   • WorkflowUsersXML is the fully qualified path name of the workflow user set XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\WorkflowUserSet\ScheduledEvent1.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.

Replicating Selective Configuration Data from a Source Environment to a Target Environment

This topic describes the commands that you run to replicate a subset of the configuration data from a source environment to a target environment of Oracle CRM On Demand using the command-line interface of the Oracle Migration Tool On Demand client.

Caution: Most components of Oracle CRM On Demand cannot revert to their original states by using the backup copies of the configuration data. For example, after a new access profile is inserted into the target environment, it cannot be removed by using the backup copy (that is, access profiles in Oracle CRM On Demand cannot be deleted). A backup copy of the configuration data provides a reference of the target environment before applying new configuration data.

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.

To replicate selective configuration data from a source environment to a target environment

1. Start the command-line interface of the Oracle Migration Tool On Demand client, as described in Starting the Oracle Migration Tool On Demand Client Command-Line Interface.

2. Back up the configuration data that you want to change or update on the target environment by running the following command:

   migrationtool -u UserID -s TargetServer ReadAll Feature 
   

   where:

   • UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.

   • TargetServer is the URL for the Oracle CRM On Demand target server for the target environment.

   • Feature is the type of configuration data to be extracted from the target environment. It can be one of the following values:

     • AccessProfile. For Oracle CRM On Demand access profile configuration data.

     • ActionBarCustomWebApplet. For Oracle CRM On Demand Action bar Web applet configuration data.

     • ActionBarLayout. For Oracle CRM On Demand Action bar layout configuration data.

     • AssignmentRuleGroup. For Oracle CRM On Demand assignment rule groups.

     • AssignmentRules. For Oracle CRM On Demand assignment rules.

     • CascadingPicklist. For Oracle CRM On Demand cascading picklist configuration data.

     • ConcatenatedField. For Oracle CRM On Demand concatenated field configuration data.

     • CustomRecordType. For Oracle CRM On Demand record type configuration data.

     • CustomWebLink. For Oracle CRM On Demand customized Web link field configuration data.

     • CustomWebTab. For Oracle CRM On Demand Web tab configuration data.

     • DetailPageCustomWebApplet. For Oracle CRM On Demand detail page Web applet configuration data.

     • DynamicLayout. For Oracle CRM On Demand dynamic layout configuration data.

     • EnableModificationTracking. For Oracle CRM On Demand modification tracking settings.

     • FieldAuditSetup. For Oracle CRM On Demand field audit setup configuration data.

     • FieldManagement. For Oracle CRM On Demand field configuration data.

     • HomePageCustomWebApplet. For Oracle CRM On Demand homepage Web applet configuration data.

     • HomepageLayout. For Oracle CRM On Demand homepage layout configuration data.

     • HomeTabCustomWebApplet. For Oracle CRM On Demand Home tab Web applet configuration data.

     • IntegrationEventQueue. For Oracle CRM On Demand integration event queue configuration data.

     • LeadConversionMapping. For Oracle CRM On Demand lead conversion mapping configuration data.

     • ListAccessAndOrder. For Oracle CRM On Demand list access and order layouts.

     • PageLayoutField. For Oracle CRM On Demand page layout field configuration data.

     • PageLayoutRelatedInformation. For Oracle CRM On Demand page layout related information configuration data.

     • PageLayoutSection. For Oracle CRM On Demand page layout section configuration data.

     • Picklist. For Oracle CRM On Demand customized picklist configuration data.

     • PicklistValueGroup. For Oracle CRM On Demand picklist value group configuration data.

     • ProcessAdministration. For Oracle CRM On Demand process adminstration configuration data.

     • RelatedInformationLayout. For Oracle CRM On Demand related information configuration data.

     • ReportFolder. For Oracle CRM On Demand role associations for analytics folders.

     • Role. For Oracle CRM On Demand role configuration data.

     • SalesAssessmentTemplate. For Oracle CRM On Demand sales assessment template configuration data.

     • SalesCategory. For Oracle CRM On Demand field sales category configuration data.

     • SalesProcess. For Oracle CRM On Demand sales process configuration data.

     • SalesStage. For Oracle CRM On Demand sales stage configuration data.

     • SearchLayout. For Oracle CRM On Demand search layout configuration data.

     • WorkflowActionSet. For Oracle CRM On Demand workflow actions configuration data.

     • WorkflowRuleSet. For Oracle CRM On Demand workflow rules configuration data.

     • WorkflowUserSet. For Oracle CRM On Demand workflow users configuration data.

     Note: You can use any third-party application of your choice to store a history of changes, for example, IBM® Rational® ClearCase®.

3. If you want to back up the custom HTML head tag additions from the target server, run the following command:

   migrationtool -u UserID -s TargetServer ReadForValue CustomHTMLHeadTag
   

4. Retrieve the required configuration data from the source environment by running one of the following commands:

   • migrationtool -u UserID -s SourceServer ReadAll Feature

   • migrationtool -u UserID -s SourceServer Read Feature MetadataFilename

   where:

   • UserID is the customer administration user’s sign-in ID for the Oracle CRM On Demand source environment where the extraction occurs.

   • SourceServer is the URL for the Oracle CRM On Demand source server for the source environment.

   • Feature is the type of configuration data to be extracted from the target environment. It can be one of the following values:

     • AccessProfile. For Oracle CRM On Demand access profile configuration data.

     • ActionBarCustomWebApplet. For Oracle CRM On Demand Action bar Web applet configuration data.

     • ActionBarLayout. For Oracle CRM On Demand Action bar layout configuration data.

     • AssignmentRuleGroup. For Oracle CRM On Demand assignment rule groups.

     • AssignmentRules. For Oracle CRM On Demand assignment rules.

     • CascadingPicklist.For Oracle CRM On Demand cascading picklist configuration data.

     • ConcatenatedField. For Oracle CRM On Demand concatenated field configuration data.

     • CustomRecordType.For Oracle CRM On Demand record type configuration data.

     • CustomWebLink. For Oracle CRM On Demand customized Web link field configuration data.

     • CustomWebTab. For Oracle CRM On Demand Web tab configuration data.

     • DetailPageCustomWebApplet. For Oracle CRM On Demand detail page Web applet configuration data.

     • DynamicLayout. For Oracle CRM On Demand dynamic layout configuration data.

     • EnableModificationTracking. For Oracle CRM On Demand modification tracking settings.

     • FieldAuditSetup. For Oracle CRM On Demand field audit setup configuration data.

     • FieldManagement. For Oracle CRM On Demand field configuration data.

     • HomePageCustomWebApplet. For Oracle CRM On Demand homepage Web applet configuration data.

     • HomepageLayout. For Oracle CRM On Demand homepage layout configuration data.

     • HomeTabCustomWebApplet. For Oracle CRM On Demand Home tab Web applet configuration data.

     • IntegrationEventQueue. For Oracle CRM On Demand integration event queue configuration data.

     • LeadConversionMapping. For Oracle CRM On Demand lead conversion mapping configuration data.

     • ListAccessAndOrder. For Oracle CRM On Demand list access and order layouts.

     • PageLayoutField. For Oracle CRM On Demand page layout field configuration data.

     • PageLayoutRelatedInformation. For Oracle CRM On Demand page layout related information configuration data.

     • PageLayoutSection. For Oracle CRM On Demand page layout section configuration data.

     • Picklist. For Oracle CRM On Demand customized picklist configuration data.

     • PicklistValueGroup. For Oracle CRM On Demand picklist value group configuration data.

     • ProcessAdministration. For Oracle CRM On Demand process administration configuration data.

     • RelatedInformationLayout. For Oracle CRM On Demand related information configuration data.

     • ReportFolder. For Oracle CRM On Demand role associations for analytics folders.

     • Role. For Oracle CRM On Demand role configuration data.

     • SalesAssessmentTemplate. For Oracle CRM On Demand sales assessment template configuration data.

     • SalesCategory. For Oracle CRM On Demand field sales category configuration data.

     • SalesProcess. For Oracle CRM On Demand sales process configuration data.

     • SalesStage. For Oracle CRM On Demand sales stage configuration data.

     • SearchLayout. For Oracle CRM On Demand search layout configuration data.

     • WorkflowActionSet. For Oracle CRM On Demand workflow actions configuration data.

     • WorkflowRuleSet. For Oracle CRM On Demand workflow rules configuration data.

     • WorkflowUserSet. For Oracle CRM On Demand workflow users configuration data.

   • MetadataFilename is the name of the configuration data XML file to be retrieved, for example, for an access profile, use:

     C:\Oracle Migration Tool On Demand\resources\template\AccessProfile.xml

   Note: Running the ReadAll command is a simpler way to obtain the configuration data that you require if you are planning to replicate a subset of configuration data from the source environment. For example, if you are replicating ten access profiles out of twenty, then you can run one ReadAll command. However, performing a Read command is a way of retrieving the exact configuration data that you require.

5. If you want to extract the custom HTML head tag additions from the source server, run the following command:

   migrationtool -u UserID -s SourceServer ReadForValue CustomHTMLHeadTag

6. Perform an Upsert operation (or an InsertOrUpdate operation, in the case of workflow rules, workflow actions, and workflow users) for the required XML file to the target environment by running the following commands, as applicable:

   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 WorkflowUserSetXML
   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 CustomHTMLHeadTagXML
   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
   migrationtool -u UserID -s TargetServer Upsert LeadConversionMapping LeadConversionMappingXML
   migrationtool -u UserID -s TargetServer Upsert SalesProcess SalesProcessXML
   migrationtool -u UserID -s TargetServer Upsert SalesStage SalesStageXML

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\windows\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\windows\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\windows\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

• CustomHTMLHeadTagXML 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\windows\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\windows\repository\CustomWebTab\My CustomWebTab.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\windows\repository\DynamicLayout\Account.xml

• EnableModificationTrackingXML is the fully qualified path name of the modification tracking settings XML file, for example C:\Oracle Migration Tool On Demand\windows\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

• Field ManagementXML is the fully qualified path name of the field management XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\FieldManagement\Account.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:\Oracle Migration Tool On Demand\windows\repository\IntegrationEventQueue\MyIntegrationEventQueue.xml

• LeadConversionMappingXML is the fully qualified path name of the list access and order layout XML file, for example C:\Oracle Migration Tool On Demand\windows\repository\LeadConversionMapping\Account\Date of Birth.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\windows\repository\ListAccessAndOrder\Account\ExpertRole.xml

• PageLayoutFieldXML is the fully qualified path name of the page layout field information XML file for a specific record type such as Account, for example, C:\My Files\PageLayoutFieldInformation\Account\AccountCustom.xml

• PageLayoutRelatedXML is the fully qualified path name of the page layout related information XML file for a specific record type such as Account, for example, C:\My Files\PageLayoutRelatedInformation\Account\AccountCustom.xml

• PageLayoutSectionXML is the fully qualified path name of the page layout section XML file for a specific record type such as Account, for example, C:\My Files\PageLayoutSection\Account\Account.xml

• PicklistXML is the fully qualified path name of the picklist XML file, for example, C:\Oracle Migration Tool On Demand\windows\repository\Picklist\Account.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\windows\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

• SalesProcessXML is the fully qualified path name of the sales process XML file, for example C:\My Files\High Potential.xml

• SalesStageXML is the fully qualified path name of the sales stage XML file, for example C:\My Files\Short List.xml

• SearchLayoutXML is the fully qualified path name of the search layout XML file, for example C:\Oracle Migration Tool On Demand\windows\repository\SearchLayout\Account\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

• WorkflowUserSetXML 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, then ten Upsert operations (one for each XML file) are required.