1. Implementing Risk Management
  2. Use the Data Migration Tool

Use the Data Migration Tool

A Data Migration tool uploads operational data for Oracle Fusion Cloud Financial Reporting Compliance. Operational data includes object and perspective specifications, transactions against the objects (for example, issues or assessments), and how these items relate to one another.

You can use Data Migration to load an initial set of data or to update data in a single instance. Or you can use it to migrate data from one instance to another, for example from a development environment to a test environment.

Note: The Data Migration utility enables you to upload or download only data records you're authorized to work with as an owner or editor.

To use Data Migration, select the Data Migration tab in the Setup and Administration work area. The procedure involves:

  • Generating a template

  • Updating the template with operational or perspective data

  • Running an import process

Generate a Template

To generate a Data Migration template:

  1. In the Data Migration page, click the Create Import Template button.

  2. In a Create Import Template dialog, select a data option:

    • Without Data creates a blank template. This is appropriate in either of two cases: You plan to upload data into an environment in which no operational data exists yet. Or, your upload data has no relationships to data already existing in your target environment.

    • With Data - All Objects or With Data - Perspectives Only creates a template containing all of your operational data or only your perspective data. Use one of these options if you plan to upload data that defines new associations to existing data, or sets new values for perspectives that already exist. These options also apply if your upload data includes some records with associations to existing data, and other records with no associations.

  3. Click OK. A message presents an identifying number. Make a note of it, then close the message. Retrieve the template from the record of the job in the Monitor Jobs page.

Update the Template

The template is an Excel workbook organized into tabbed worksheets. A given worksheet may hold information pertinent to a type of object or to perspectives, or may define object-to-object, object-to-perspective, or object-to-transaction associations.

If you're working with a blank template, add new records to it.

If you're working with a template populated with existing data:

  • Identify and retain records of existing objects that are to be associated with new records.

  • Delete all other existing records.

  • Add records of new objects, perspectives, or transactions.

  • Use association tabs to define relationships between new and existing records. Remove rows that define relationships of existing records to one another.

  • The template may contain both new records with associations to existing records and new records with no associations to existing data.

  • Except to define new associations, you can't modify the record of an existing object. For example, you can't edit the row for an existing risk to modify its description.

When you finish editing the template, save it in .xml format.

Import the Template

To import an updated template:

  1. In the Data Migration page, click the Import Data File button.

  2. In an Import File dialog, browse for and select your template file.

  3. Click Import.

  4. Navigate to the Monitor Jobs page to check on the status of the import job.

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