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

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.
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.
  - ClientSideExtension. For Oracle CRM On Demand client side extension 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.
  - List. For Oracle CRM On Demand list 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.
  - ProcessAdministrationTransitionState. For Oracle CRM On Demand process adminstration transition state 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®.
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
```
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.
  - ClientSideExtension. For Oracle CRM On Demand client side extension 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.
  - List. For Oracle CRM On Demand list 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.
  - ProcessAdministrationTransitionState. For Oracle CRM On Demand process adminstration transition state 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.
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
```

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 List ListXML
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 ProcessAdministrationTransitionState TransitionStateXML
migrationtool -u UserID -s TargetServer Upsert LeadConversionMapping LeadConversionMappingXML
migrationtool -u UserID -s TargetServer Upsert SalesProcess SalesProcessXML
migrationtool -u UserID -s TargetServer Upsert SalesStage SalesStageXML
migrationtool -u UserID -s TargetServer Upsert ClientSideExtension ClientSideExtensionXML

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
ClientSideExtensionXML is the fully qualified path name of the client side extension XML file, for example, C:\My Files\logo.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
ListXML is the fully qualified path name of the list XML file, for example C:\Oracle Migration Tool On Demand\windows\repository\ListAccessAndOrder\Account\AllList.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
TransitionsStateXML is the fully qualified path name of the process administration transition state XML file, for example, C:\My Files\Assigned.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.