Updating or Inserting a List

This topic describes how to update a custom list (if it exists) or insert a custom list (if it does not exist) on your Oracle CRM On Demand environment (customer test environment or production).

About the Upsert Operation

The Upsert command inserts or updates custom lists based on the following user keys:

  • For private lists, <RecordType> and <ListName> and <ListType> and <UserSignInID>

  • For role-specific lists: <RecordType> and <ListName> and <ListType> and <RoleName>

  • For public lists: <RecordType> and <ListName> and <ListType>

Note: You cannot insert or update a system list. Any attempts to do so are ignored.

Oracle CRM On Demand attempts to locate the list specified in the input file based on the user keys. If a match is located, then the list is updated. If Oracle CRM On Demand cannot locate a list based on the user keys, then a new list is created for the specified record type.

Provided that your user role has the Manage Private Lists privilege, you can update a private list that is owned by another user, but you must specify the sign-in ID of the other user in the <UserSignInID> element in the XML file. Similarly, you can insert a new private list for another user by specifying the sign-in ID of that user in the <UserSignInID> element.

Syntax

The following is the syntax for using the Oracle Migration Tool On Demand client to insert or update a custom list:

migrationtool -u UserID -s ServerURL Upsert List ListXML

where:

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

  • ServerURL is the URL for the Oracle CRM On Demand server where your company resides.

  • ListXML is the fully qualified path name of the list XML file, for example:

    C:\My Files\Western Region Accounts.xml
    

    If the fully qualified path name contains any spaces, then it must be enclosed with quotation marks.

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.

Example of Updating or Inserting a List

The following is an example of updating a custom list (if it exists) or inserting the list (if it does not exist) in your Oracle CRM On Demand server:

migrationtool -u UserID -s ServerURL Upsert List "C:\Oracle Migration Tool On Demand\windows\repository\List\Western Region Accounts.xml"
Note: Quotation marks are required only if the fully qualified path name contains spaces.