About the Graphical User Interface

You can use the GUI of the Oracle Migration Tool On Demand client to migrate configuration data directly from one environment (the source environment) to another environment (the target environment) without the need to construct and run commands. You can use the GUI to migrate all of the customized configuration data for all of the features that are supported by the Oracle Migration Tool On Demand client, or to migrate the configuration data for certain features only. You cannot use the GUI to migrate a subset of the configuration data for a feature. If a feature that you select for migration has a dependency on configuration data for one or more features that are not selected for the migration, then you are prompted to select those features also for migration. If you choose not to migrate the configuration data for a feature on which a selected feature is dependent, then the selected feature might not be migrated correctly.

If you want to migrate the configuration data for all of the supported features, or all of the configuration data for one or more features, and you do not want to make any changes to the configuration data, then it is recommended that you use the GUI of the Oracle Migration Tool On Demand client. However, you must use the command-line interface if you want to perform any of the following tasks:

• Download your configuration data and make changes to it before you upload it to another environment.

• Download and upload a subset of the configuration data for a feature, for example, if you want to migrate a single access profile or the search layouts for a single record type.

In the GUI of the Oracle Migration Tool On Demand client, the services for migrating the configuration data for the features are grouped into four categories, as follows:

• Company Administration. This category includes the services for migrating the configuration data for the following features:

  • Assessment Scripts (that is, sales assessment templates)

  • Report Folders (that is, role association for Analytics folders)

  • Sales Category

  • Sales Process

  • Sales Stage

• User Management and Access Controls. This category includes the services for migrating the configuration data for access profiles and roles.

• Application Customization. This category includes the services for migrating the configuration data for the application customization features that are supported by the Oracle Migration Tool On Demand client, for example, page layouts, customized record types, custom Web applets and tabs, client side extensions, and so on.

• Business Process Management. This category includes the services for migrating the configuration data for the assignment manager, modification tracking, integration event queue, lead conversion mappings, process administration and process administration transition states, and workflow features.

For each service that you select, the Oracle Migration Tool On Demand client does the following:

• Runs a ReadAll command and downloads the output XML files to the appropriate directory on your computer.

• Runs an Upsert command for each of the XML files that were downloaded by the ReadAll command.

The order in which the services are run is determined by the dependencies between the features. After the ReadAll command for a feature completes successfully, the Upsert command is run as many times as necessary to process the XML files that were generated by the ReadAll command. If you select the Use more resources check box when you set up the migration job, then multiple services will be processed concurrently, and the job will run more quickly.

The Oracle Migration Tool On Demand client places the output from the ReadAll commands in the directory that is selected for the output files when the migration job is set up.