1. Oracle Migration Tool On Demand Guide
  2. Oracle Migration Tool On Demand Client

Oracle Migration Tool On Demand Client

The Oracle Migration Tool On Demand client is a utility that uses the Administrative Web services in Oracle CRM On Demand to extract configuration data from Oracle CRM On Demand and to import configuration data to Oracle CRM On Demand. The Oracle Migration Tool On Demand client allows you to download customized configuration data from one Oracle CRM On Demand environment to your local machine, and to import that configuration data to another Oracle CRM On Demand environment, thus eliminating the need to manually reproduce the customized configuration data from one Oracle CRM On Demand environment to another. For example, you can download the customized configuration data from a customer test environment, and import it to a production environment.

You can extract and import configuration data for the following features:

  • Access profiles

  • Action bar layouts

  • Assignment rule groups

  • Assignment rules

  • Cascading picklists

  • Client side extensions

  • Concatenated fields

  • Custom field definitions

  • Customized record types

  • Custom HTML head tag additions

  • Custom Web applets (for Homepages, Detail pages, Action bar, and the Home tab)

  • Custom Web links

  • Custom Web tabs

  • Dynamic page layouts

  • Field audit setup

  • Homepage layouts

  • Integration event queues

  • Lead conversion mappings

  • List access and order layouts

  • Lists

  • Modification tracking settings

  • Page layouts (field information, related information, and sections)

  • Picklists

  • Picklist value groups

  • Process administration

  • Process administration transition states

  • Related information layouts

  • Role associations for analytics folders

  • Roles

  • Sales assessment templates

  • Sales categories

  • Sales processes

  • Sales stages

  • Search layouts

  • Workflow rules, actions, and user sets

The Oracle Migration Tool On Demand client comes with two interfaces: a command-line interface and a graphical user interface (GUI). If you want to migrate all of the configuration data, or all of the configuration data for one or more features (for example, all access profile configuration data), and if you do not want to make any changes to the data, then it is recommended that you use the GUI to migrate your data. However, if you want to download configuration data and make changes to it before you upload it to another environment, then you must use the command-line interface. Similarly, if you want to download and then upload a subset of the configuration data for a feature, such as a single access profile or the search layouts for a single record type, then you must use the command-line interface.

Your ability to perform tasks through the Oracle Migration Tool On Demand client is subject to the same restrictions as your ability to perform the same tasks in the Oracle CRM On Demand user interface. Typically, if you are not able to perform a task in the user interface, then you cannot perform the equivalent task in the Oracle Migration Tool On Demand client, for example, delete an access profile, edit a field type, and so on.

Oracle CRM On Demand verifies that you are using the latest version of the client. If you run a command on the Oracle CRM On Demand server using an unsupported version of the Oracle Migration Tool On Demand client, then you are prompted to download the latest version of the client.

Similarly, if you attempt to use an unsupported version of the GUI to migrate your configuration data, then you are prompted to download the latest version of the client from Oracle CRM On Demand. A link to the page where you can access the client is included in the error message.

When you download the Oracle Migration Tool On Demand client from an Oracle CRM On Demand environment, a version argument with a value that corresponds to the release of Oracle CRM On Demand that is running on that environment is applied to all of your requests by default. So, the configuration data that is returned by the Oracle Migration Tool On Demand client reflects the configuration data that is available in that version of Oracle CRM On Demand. For example, if you download the Oracle Migration Tool On Demand client from an environment that is running Release 43 of Oracle CRM On Demand, then the configuration data that is returned for your requests is the configuration data that is available in Release 43 of Oracle CRM On Demand.