Export and Import the Functional Setup Data for Business Units

You may have created the functional setup data for all business units (BUs) in the Service offering in your test environment. After testing it, you may want to export the data to your production environment.

You can export or import the functional setup data by using the export and import feature in Functional Setup Manager. You can complete this process by using either an implementation project or the implementation method based on offering.

When you use the method based on offering, all the functional setup data for the Service offering is exported or imported, including the setup data for all the BUs. You can also export and import the functional setup data for a specific BU by using an implementation project. This way, you have additional management flexibility in scenarios where each BU manages its own set of configurations.

For more information about the following features in Functional Setup Manager, see the Oracle Fusion Using Functional Setup Manager guide.

  • Using implementation projects

  • Export and import feature

  • Implementation method based on offering

To export the functional setup data for BUs in the Service offering by using an implementation project:

  1. Sign in as a setup user.

  2. Navigate to the Setup and Maintenance work area and open the Tasks panel tab.

  3. Select Manage Implementation Projects.

  4. On the Manage Implementation Projects page, create a new implementation project to export the functional setup data for one of the following:

    • A specific business unit

    • All business units

  5. Save and open the implementation project.

  6. In the Task Lists and Tasks area, ensure that you add the Define Business Units for Service task list to the project.

  7. Determine whether you want to export the setup data for a specific BU or all BUs.

    • If you want to export the setup data for all BUs, then go to step 12.

    • If you want to export the setup data for a specific BU, then complete all the remaining steps.

  8. Expand the task list.

  9. Navigate to the first task that has a Select link in the Selected Scope column. Click the Select link.

  10. From the Business Unit list, select Select and Add.

  11. Click Apply and Go to Task.

  12. In the Select and Add Business Unit window, search and add the specific BU.

    The selected BU appears in the Selected Scope column for all the tasks in the task list.

  13. Click Done for the implementation project.

  14. Continue to create the configuration package as described in the "Exporting Setup Data Using Implementation Project" process in the Oracle Fusion Using Functional Setup Manager guide.

When you export the configuration package:

  • If you select all BUs in step 3, the export data includes the functional setup data for all BUs in the Service offering.

  • If you select a specific BU in step 3, the export data includes the functional setup data only for the selected BU.

Note: To import the functional setup data for BUs, follow the steps described in the Using Functional Setup Manager guide.