1. Using Functional Setup Manager
  2. Copy Setup Configuration

Copy Setup Configuration

You can copy an existing setup configuration so that you can use it for any other setup with requirements.

You need the following privileges to copy a setup configuration:

  • Submit Export Setup Data Process (ASM_SUBMIT_EXPORT_SETUP_DATA_PROCESS_PRIV)

  • Submit Import Setup Data Process (ASM_SUBMIT_IMPORT_SETUP_DATA_PROCESS_PRIV)

  • Task-specific privileges

Refer to the Oracle Fusion Cloud Applications Security Reference for Common Features guide for detailed information about task-specific privileges.

To copy a setup configuration, follow these steps:

  1. Click Navigator > My Enterprise > Setup and Maintenance.

  2. In the Setup and Maintenance work area, select Copy Configuration from the Tasks panel tab.

  3. To create Copy Configuration Request:

    1. In the Copy Configuration Requests region, select Create from the Actions menu. Alternatively, you can also click the Create icon.

    2. On the Create Configuration Request page, select the setup configuration you want to copy from Copy Configuration menu.

    3. Select the scope of your copy. For example, if you copy setup configuration of business units, then you must select one of the existing business units to copy its setup.

    4. You can change the default request name if necessary.

    5. Click Submit.

  4. To edit the staged configuration:

    1. Monitor the Status column of the request in the Copy Configuration Requests table. Click Ready to Edit when the status updates.

    2. Enter or update the values for the displayed attributes, which represent the minimum set of setup data required for the new setup configuration to function.

    3. Click Save and Close when you complete making changes.

  5. To import the staged configuration:

    1. Click Ready to import in the Status column in the Copy Configuration Requests table when the status updates.

    2. The same set of attributes shown in the previous step is displayed for your final review. You can compare the values of the source setup with the values of the new setup. Select Edit to make modifications if necessary.

      Note: You can't edit the values after the new setup is created.

    3. Click Import.

    4. The Status column of Copy Configuration Requests table now shows Import in progress. Click the link to monitor the import process. To get updated information click the Refresh icon.

  6. To fix copy setup configuration errors:

    1. Click Ready to fix errors in the Status column in the Copy Configuration Requests table.

    2. Review the report and identify where the error occurred. The report lists all business objects in the order they were processed.

      • If the error is due to data conflicts such as attempting to create an object that already exists, use Edit Staged Configuration to fix the error and resubmit the import process.

      • Otherwise, report the issue to your help desk indicating the owning product as indicated in the error. Download and attach the process status details report when reporting the issue.

  7. To review the copied setup configuration, click Ready to review in the Status column of the Copy Configuration Requests column. You can select the Go to Task icon for each setup task displayed to verify accuracy of the setup data.