Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What's New in Oracle Migration Tool On Demand Guide, Release 45

2 Getting Started with Oracle Migration Tool On Demand

• Getting Started with Oracle Migration Tool On Demand
• Oracle Migration Tool On Demand Client
  • Auditing and Log Files
  • Supported Operating Systems for Oracle Migration Tool On Demand
  • Supported Releases of Oracle CRM On Demand
• Software Requirements for Installing the Oracle Migration Tool On Demand Client
  • Privileges for Administrators
  • Privileges for Nonadministrative Users
  • Language Considerations When Migrating Configuration Data
• Downloading the Oracle Migration Tool On Demand Client
• Installing the Oracle Migration Tool On Demand Client
• Starting the Oracle Migration Tool On Demand Client Graphical User Interface
• Starting the Oracle Migration Tool On Demand Client Command-Line Interface
• Migration Dependencies
• Commands for Oracle Migration Tool On Demand
  • Location of Output XML Files for Read and ReadAll Commands
• Specifying Internet Proxy Server Information
  • Examples of Using Parameters to Specify an Internet Proxy Server
• XML Templates and Web Services Description Language
  • About Web Services APIs
  • Downloading Administrative Web Services WSDLs from Oracle CRM On Demand
• Considerations for Using the Oracle Migration Tool On Demand Client
  • Considerations for the Mark for Translation Setting
  • Considerations for Character Encoding in Configuration Data

3 Migrating Configuration Data Using the Graphical User Interface

• Migrating Configuration Data Using the Graphical User Interface
• About the Graphical User Interface
• Migrating the Configuration Data
• Monitoring the Progress of the Migration Job
• Canceling a Migration Job

4 Migrating Customized Record Types

• Migrating Customized Record Types
• Customized Record Types
• Privileges Required for Migrating Customized Record Types
• Elements and Sections in the Customized Record Types XML Output File
• Migrating Customized Record Types
  • Extracting a Single Customized Record Type
  • Extracting All Customized Record Types
  • Updating or Inserting a Customized Record Type (Upsert)

5 Migrating Custom Web Tabs

• Migrating Custom Web Tabs
• Custom Web Tabs
• Privileges Required for Migrating Custom Web Tabs
• Elements and Sections in the Custom Web Tabs XML Output File
• Migrating Custom Web Tabs
  • Extracting a Single Custom Web Tab
  • Extracting All Custom Web Tabs
  • Updating or Inserting a Custom Web Tab (Upsert)
  • Deleting a Single Custom Web Tab

6 Migrating Custom Fields

• Migrating Custom Fields
• Custom Fields
• Privileges Required for Migrating Custom Fields
• Elements and Sections in the Field Management XML Output File
  • Example of a Field Management XML File Containing a Web Link Field Type
• Migrating Custom Fields
  • Extracting Customized Field Definitions for a Single Object
  • Extracting Customized Field Definitions for All Objects
  • Updating or Inserting a Set of Field Definitions (Upsert)
  • Creating a New Field Definition

7 Migrating Picklist Values

• Migrating Picklist Values
• Picklist Values
• Privileges Required for Migrating Picklist Values
• Elements and Sections in the Picklist XML Output File
• Migrating Picklist Values
  • Extracting All Picklist Values for a Single Object
  • Extracting Picklist Values for a Single Picklist Field
  • Extracting All Picklist Values for All Objects
  • Updating or Inserting a Set of Picklist Values for a Single Object (Upsert)

8 Migrating Picklist Value Groups

• Migrating Picklist Value Groups
• Picklist Value Groups
• Privileges Required for Migrating Picklist Value Groups
• Elements and Sections in the Picklist Value Groups XML Output File
• Migrating Picklist Value Groups
  • Extracting a Single Picklist Value Group
  • Extracting All Picklist Value Groups
  • Updating or Inserting a Picklist Value Group

9 Migrating Cascading Picklists

• Migrating Cascading Picklists
• Cascading Picklists
• Privileges Required for Migrating Cascading Picklists
• Elements and Sections in the Cascading Picklist XML Output File
• Migrating Cascading Picklists
  • Extracting Cascading Picklists for a Single Object
  • Extracting Cascading Picklists for All Objects
  • Updating or Inserting a Cascading Picklist (Upsert)

10 Migrating Custom Web Link Fields

• Migrating Custom Web Link Fields
• Custom Web Link Fields
• Privileges Required for Migrating Custom Web Link Fields
• Elements and Sections in the Custom Web Links XML Output File
• Migrating Custom Web Link Fields
  • Extracting Custom Web Link Fields for a Single Object
  • Extracting Custom Web Link Fields for All Objects
  • Updating or Inserting Custom Web Link Fields (Upsert)

11 Migrating Concatenated Fields

• Migrating Concatenated Fields
• Concatenated Fields
• Privileges Required for Migrating Concatenated Fields
• Elements and Sections in the Concatenated Fields XML Output File
• Migrating Concatenated Fields
  • Extracting Concatenated Fields for a Single Object
  • Extracting Concatenated Fields for All Objects
  • Updating or Inserting Concatenated Fields (Upsert)

12 Migrating Custom Web Applets

• Migrating Custom Web Applets
• Custom Web Applets
• Privileges Required for Migrating Custom Web Applets
• Elements and Sections in the Web Applet XML Output File
  • Detail Page Custom Web Applets
  • Action Bar Custom Web Applets
  • Homepage Custom Web Applets
  • Home Tab Custom Web Applets
• Migrating Custom Web Applets
  • Extracting a Single Custom Web Applet
  • Extracting a Set of Custom Web Applets for a Single Object
  • Extracting All Custom Web Applets
  • Updating or Inserting a Custom Web Applet Definition (Upsert)

13 Migrating Sales Assessment Templates

• Migrating Sales Assessment Templates
• Sales Assessment Templates
• Privileges Required for Migrating Sales Assessment Templates
• Elements and Sections in the Sales Assessment Template XML Output File
• Migrating Sales Assessment Templates
  • Extracting a Sales Assessment Template Configuration
  • Extracting All Sales Assessment Templates
  • Updating or Inserting a Specific Sales Assessment Template (Upsert)

14 Migrating Homepage Layouts

• Migrating Homepage Layouts
• Homepage Layouts
• Privileges Required for Migrating Homepage Layouts
• Elements and Sections in the Homepage Layout XML Output File
  • About the PdqList Section Name
  • Example of Sequence Values in the Section: ListOfSelectedSection
• Migrating Homepage Layouts
  • Extracting All Homepage Layouts
  • Updating or Inserting a Homepage Layout (Upsert)

15 Migrating Action Bar Layouts

• Migrating Action Bar Layouts
• Action Bar Layouts
• Privileges Required for Migrating Action Bar Layouts
• Elements and Sections in the Action Bar Layout XML Output File
• Migrating Action Bar Layouts
  • Extracting All Action Bar Layouts
  • Updating or Inserting an Action Bar Layout (Upsert)

16 Migrating Related Information Layouts

• Migrating Related Information Layouts
• Related Information Layouts
• Privileges Required for Migrating Related Information Layouts
• Elements and Sections in the Related Information Layout XML Output File
  • Support for the Sort Feature in Related Information Sections
• Migrating Related Information Layouts
  • Extracting a Set of Related Information Layouts for a Single Object
  • Extracting All Related Information Layouts for All Objects
  • Updating or Inserting a Specific Related Information Layout (Upsert)

17 Migrating Access Profiles

• Migrating Access Profiles
• Access Profiles
• Privileges Required for Migrating Access Profiles
• Elements and Sections in the Access Profile XML Output File
• Migrating Access Profiles
  • Extracting a Single Access Profile
  • Extracting a Single Access Profile by System Name Using a Template File
  • Extracting All Access Profiles
  • Extracting All Access Profiles to a Specific Location
  • Updating or Inserting an Access Profile (Upsert)

18 Migrating Page Layouts

• Migrating Page Layouts
• Page Layouts
• Privileges Required for Migrating Page Layouts
• Elements and Sections in the Page Layout Field Information XML Output File
  • Example of the Values for Page Layout Field Information
• Elements and Sections in the Page Layout Related Information XML Output File
  • Example of the Values for Page Layout Related Information
• Elements and Sections in the Page Layout Section XML Output File
  • Example of the Values for Page Layout Sections
• Migrating Page Layout Field Information
  • Extracting All Page Layout Field Information
  • Updating or Inserting Page Layout Field Information for a Single Object (Upsert)
• Migrating Page Layout Related Information
  • Extracting All Page Layout Related Information
  • Updating or Inserting Page Layout Related Information for a Single Object (Upsert)
• Migrating Page Layout Section Information
  • Extracting All Page Layout Section Information
  • Updating or Inserting Page Layout Section Information for a Single Object (Upsert)

19 Migrating Dynamic Page Layouts

• Migrating Dynamic Page Layouts
• Dynamic Page Layouts
• Privileges Required for Migrating Dynamic Page Layouts
• Elements and Sections in the Dynamic Page Layout XML Output File
• Migrating Dynamic Page Layouts
  • Extracting Dynamic Page Layouts for a Single Object
  • Extracting Dynamic Page Layouts for All Objects
  • Updating or Inserting Dynamic Page Layouts (Upsert)

20 Migrating Search Layouts

• Migrating Search Layouts
• Search Layouts
• Privileges Required for Migrating Search Layouts
• Elements and Sections in the Search Layout XML Output File
• Migrating Search Layouts
  • Extracting a Single Search Layout
  • Extracting All Search Layouts for a Single Object
  • Extracting All Search Layouts for All Objects
  • Updating or Inserting a Search Layout (Upsert)

21 Migrating Roles

• Migrating Roles
• Roles
• Privileges Required for Migrating Roles
• Elements and Sections in the Roles XML Output File
• Migrating Roles
  • Extracting All Roles
  • Updating or Inserting a Specific Role (Upsert)

22 Migrating Integration Event Queue Configuration Data

• Migrating Integration Event Queue Configuration Data
• Integration Event Queues
• Privileges Required for Migrating Integration Event Queue Configuration Data
• Elements and Sections in the Integration Event Queue XML Output File
• Migrating Integration Event Queue Configuration Data
  • Extracting a Single Integration Event Queue
  • Extracting All Integration Event Queues
  • Updating or Inserting an Integration Event Queue (Upsert)
• About Clearing Transactions from Integration Event Queues

23 Migrating Workflow Rules, Action Sets, and User Sets

• Migrating Workflow Rules and Action Sets
• Workflow Rules
  • Considerations That Apply to Upsert Operations
  • Language-Independent Codes for Trigger Events
• Workflow Action Sets
• Workflow User Sets
• Privileges Required for Migrating Workflow Rules and Action Sets
• Privileges Required for Migrating Workflow User Sets
• Elements and Sections in the Workflow Rules Output File
• Elements and Sections in the Workflow Action Sets Output File
  • Assign a Book Workflow Action Set
  • Send Email Workflow Action Set
  • Create Task Workflow Action Set
  • System Names and Display Names for Owner and To Element Values for Relative User on Record
  • Wait Action Workflow Action Set
  • Field Update Workflow Action Set
  • Create Integration Event Workflow Action Set
  • Submit Call Workflow Action Set
  • Submit Workflow Action Set
• Elements and Sections in the Workflow User Sets Output File
• Migrating Workflow Rules
  • Extracting a Workflow Rule or a Workflow Rule Set
  • Extracting All Workflow Rule Sets
  • Updating or Inserting Workflow Rules (Upsert)
  • Updating or Inserting Workflow Rules (InsertOrUpdate)
  • Deleting a Workflow Rule Set
• Migrating Workflow Action Sets
  • Extracting a Workflow Action or a Workflow Action Set
  • Extracting Workflow Action Sets That Are Related to a Workflow Rule Set
  • Updating or Inserting a Workflow Action Set (Upsert)
  • Updating or Inserting Workflow Actions (InsertOrUpdate)
• Migrating Workflow User Sets
  • Extracting Workflow User Sets
  • Updating or Inserting Workflow User Sets (InsertOrUpdate)
  • Deleting a Workflow User

24 Migrating Assignment Rule Groups and Assignment Rules

• Migrating Assignment Rule Groups and Assignment Rules
• Assignment Manager
• Assignment Rule Groups
• Assignment Rules
• Privileges Required for Migrating Assignment Rule Groups and Assignment Rules
• Elements and Sections in the Assignment Rule Groups Output File
• Elements and Sections in the Assignment Rules Output File
• Migrating Assignment Rule Groups
  • Extracting a Single Assignment Rule Group
  • Extracting All Assignment Rule Groups for a Single Object
  • Extracting All Assignment Rule Groups
  • Updating or Inserting an Assignment Rule Group
• Migrating Assignment Rules
  • Extracting a Single Assignment Rule
  • Extracting All Assignment Rules for a Single Rule Group
  • Extracting All Assignment Rules for a Single Object
  • Extracting All Assignment Rules
  • Updating or Inserting an Assignment Rule

25 Migrating Lists

• Migrating Lists
• Lists
• Privileges Required for Migrating Lists
• Elements and Sections in the List XML Output File
• Migrating Lists
  • Extracting All Lists for a Single Object
  • Extracting All Lists
  • Updating or Inserting a List

26 Migrating List Access and Order Layouts

• Migrating List Access and Order Layouts
• List Access and Order Layouts
• Privileges Required for Migrating List Access and Order Layouts
• Elements and Sections in the List Access and Order Layout XML Output File
• Migrating List Access and Order Layouts
  • Extracting List Access and Order Layouts for a Single Object and Role
  • Extracting List Access and Order Layouts for All Objects and Roles
  • Updating or Inserting List Access and Order Layouts (Upsert)

27 Migrating Role Associations for Analytics Folders

• Migrating Role Associations for Analytics Folders
• Role Associations for Analytics Folders
• Privileges Required for Migrating Role Associations for Analytics Folders
• Elements and Sections in the Role Associations for Analytics XML Output File
• Migrating Role Associations for Analytics Folders
  • Extracting Role Associations for a Single Analytics Folder
  • Extracting Role Associations for All Analytics Folders
  • Updating or Inserting Role Associations for Analytics Folders

28 Migrating Custom HTML Head Tag Additions

• Migrating Custom HTML Head Tag Additions
• Custom HTML Head Tag Additions
• Privileges Required for Migrating Custom HTML Head Tag Additions
• Elements in the Custom HTML Head Tag Additions XML Output File
• Migrating Custom HTML Head Tag Additions
  • Extracting Custom HTML Head Tag Additions
  • Updating or Inserting Custom HTML Head Tag Additions

29 Migrating Field Audit Setup Information

• Migrating Field Audit Setup Information
• Field Audit Setup
• Privileges Required for Migrating Field Audit Setup Information
• Elements and Sections in the Field Audit Setup XML Output File
• Migrating Field Audit Setup Information
  • Extracting Field Audit Setup Information for a Single Object
  • Extracting Field Audit Setup Information for All Objects
  • Updating Field Audit Setup Information (Upsert)

30 Migrating Sales Categories

• Migrating Sales Categories
• Sales Categories
• Privileges Required for Migrating Sales Categories
• Elements and Sections in the Sales Categories XML Output File
• Migrating Sales Categories
  • Extracting a Single Sales Category
  • Extracting All Sales Categories
  • Updating or Inserting Sales Categories (Upsert)

31 Migrating Modification Tracking Settings

• Migrating Modification Tracking Settings
• Modification Tracking Settings
• Privileges Required for Migrating Modification Tracking Settings
• Elements and Sections in the Modification Tracking Settings XML Output File
• Migrating Modification Tracking Settings
  • Extracting Modification Tracking Settings for a Single Object
  • Extracting Modification Tracking Settings for All Objects
  • Updating Modification Tracking Settings (Upsert)

32 Migrating Process Administration Configuration Data

• Migrating Process Administration Configuration Data
• Process Administration
• Process Administration Transition States
• Privileges Required for Migrating Process Administration Configuration Data
• Privileges Required for Migrating Process Administration Transition States
• Elements and Sections in the Process Administration XML Output File
• Elements and Sections in the Process Administration Transition States XML Output File
• Migrating Process Administration Configuration Data
  • Extracting a Process for a Single Object
  • Extracting Processes for All Objects
  • Updating or Inserting a Process (Upsert)
• Migrating Process Administration Transition States
  • Extracting a Single Transition State or All Transition States for a Process
  • Extracting All Transition States
  • Updating or Inserting a Transition State (Upsert)
  • Deleting a Transition State

33 Migrating Lead Conversion Mapping Data

• Migrating Lead Conversion Mapping Data
• Lead Conversion Mapping Data
• Privileges Required for Migrating Lead Conversion Mapping Data
• Elements and Sections in the Lead Conversion Mapping XML Output File
• Migrating Lead Conversion Mapping Data
  • Extracting Lead Conversion Mapping Data for a Single Field
  • Extracting All Lead Conversion Mapping Data
  • Updating or Inserting Lead Conversion Mapping Data

34 Migrating Sales Processes

• Migrating Sales Processes
• Sales Processes
• Privileges Required for Migrating Sales Processes
• Elements and Sections in the Sales Process XML Output File
• Migrating Sales Processes
  • Extracting a Single Sales Process
  • Extracting All Sales Processes
  • Updating or Inserting a Sales Process

35 Migrating Sales Stages

• Migrating Sales Stages
• Sales Stages
• Privileges Required for Migrating Sales Stages
• Elements and Sections in the Sales Stage XML Output File
• Migrating Sales Stages
  • Extracting a Single Sales Stage
  • Extracting All Sales Stages
  • Updating or Inserting a Sales Stage

36 Migrating Client Side Extensions

• Migrating Client Side Extensions
• Client Side Extensions
• Privileges Required for Migrating Client Side Extensions
• Elements and Sections in the Client Side Extensions XML Output File
• Migrating Client Side Extensions
  • Extracting a Single Client Side Extension
  • Extracting All Client Side Extensions
  • Updating or Inserting a Client Side Extension

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

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

38 Language Codes

• Language Codes
• Language Codes and Their Corresponding Language and Country

39 Access Objects

• Access Objects
• Access Objects and Corresponding Display Names
• Access Levels and Corresponding Permission Codes in the XML File

40 Classic and Modern Theme Icons

• Classic and Modern Theme Icons
• Classic Theme Icons
• Modern Theme Icons

41 System Names for Record Types

• System Names for Record Types
• System Names for Record Types

42 Homepage Section Layout Mapping

• Homepage Section Layout Mapping
• Homepage Section Layout Mapping

43 Privilege IDs and Names

• Privilege IDs and Names
• Privilege IDs and Their Corresponding Names and Descriptions

44 Child Applet IDs and Names

• Child Applet IDs and Names
• Child Applet IDs and Their Corresponding Names

45 Troubleshooting Oracle Migration Tool On Demand

• Troubleshooting Oracle Migration Tool On Demand
• Auditing and Log Files
• Troubleshooting