Data Copied and Not Copied when Refreshed from Another Environment

When you refresh an environment from another environment, some data is (or configuration elements are) copied and some isn't copied.

This table gives the configuration elements that are copied when you refresh an environment from another environment.

Data Copied with the Environment
Activity Types Applications Business Rules
Capacity Categories Collaboration / Helpdesk groups and their members Company Settings
Daily Extract, BICS / DbaaS Configuration Dashboards (both Reports and Dashboards) Display

The following important note applies to the Daily Extract functionality:

Important: This information only applies to Oracle Field Service environments. You can verify whether you've Oracle Field Service or Oracle Fusion Field Service, by signing in and checking on the About page.
Filters Forms and Plugins Geocoding Configuration
Glossary Holidays Inventory Types
Link Templates Login Policies Message Scenarios
Oracle Knowledge Organizations Properties
Quota (configuration settings) Resources Resource Types
Resource Settings Routing Settings Time Slots
Themes User and User Types Work Schedules
Work Skills Work Skill Conditions Work Zones
Work Zone Layers

In addition to the above configuration elements, the following data is copied when you select the Refresh From Another Environment option with data for future or data for future and 7 days from the past option:

  • Activities

  • Inventory

  • Quota (quota values)

  • Statistics Parameters (both the parameters, estimated activity, and travel durations)

  • Service requests

  • Parts catalog
Note: Customer information including phone numbers, emails, and so on are copied while copying the data. So, be very careful if message scenarios use this information and contact customers accidentally from your TEST environments that are copied from Production or other TEST environments. For Statistics, only the durations are copied not the raw, reported data. In addition, the process that calculates statistics isn't run in non-production environments (that is, TEST). This means any started and completed activities aren't used to create statistics in a non-production environment.

If you've integrated an external application using Oracle Integration, the application is copied over to the target environment. However, you must reactivate the target environment in Oracle Integration to restart the data flow.

This data won’t be copied for any type of operation:

Data that is Not Copied
Certificates (uploaded for SAML & Open ID login policies and Applications) Collaboration chats Daily extract archives

The following important note applies to the Daily Extract functionality:

Important: This information only applies to Oracle Field Service environments. You can verify whether you've Oracle Field Service or Oracle Fusion Field Service, by signing in and checking on the About page.
BICS / DBaaS / OAC real time data GPS tracks / positions Files (images, file attachments, signatures, and user avatars)
History (activity, resource, and inventory) Logs Messages
Plug-ins credentials (credentials should be manually re-configured) Work zone shapes Subscriptions (event subscriptions)