Export and Import Orchestrations

You can export orchestrations you create in one environment and import them into another.

You perform the migration in two stages:

1. Use the Functional Setup Manager (the Setup and Maintenance work area) to export the Opportunity functional area setup data from the source environment and import it to the target environment. Doing so migrates activity templates, which are used to store orchestration step properties, and sales methods, which determine orchestration scope and stages. Both are required for opportunity orchestrations. This step is a prerequisite for migrating the orchestrations themselves.
2. Use the Migration feature to export and import the orchestrations themselves. For more information on the Migration feature, see the topic Overview of Migration in the Configuring and Extending Applications guide.

Migrate Sales Methods and Activity Templates Using the Functional Setup Manager

1. In the Setup and Maintenance work area, open the Sales offering.
2. In the left-hand Functional Areas pane, select the Opportunities functional area.
3. Click the Opportunities: Actions button (the down arrow icon) and select either Export > Create New or Import > Create New.

For additional details on how to export and import this setup data, see the topics:

• Export Setup Data Using Offering or Functional Area
• Import Setup Data Using Offering or Functional Area

Export Orchestrations Using the Migrate Feature

1. In the Navigator, click Configuration > Migration.
2. In the Migration page, click Outgoing Create Migration Set.
3. Click Move All Changes.
4. In the Create Configuration Set, enter an export name and an optional email address to receive notifications.
5. Select Sales Orchestrations. If your orchestrations use email templates and custom smart actions, then select Email Templates and Smart Actions.
6. You can select other modules, but these aren't related to orchestrations.
7. Click Save and Close.
8. Wait for the export process to complete and download the .jar file.

Import the Orchestrations in the Target Environment

1. Before importing, use the Manage Administrator Profile Values task in the Setup and Maintenance work area to do the following:

   • Check to make sure that the Generate Artifacts After Sandbox Publishing Enabled (ZCA_IMPORT_SB_PUBLISH_ARTIFACTGEN) profile option is set to Yes at the Site level. This setting regenerates object metadata after a sandbox publish.

   • If you're using a custom fixed-choice list field as either a Striping Field attribute or a Lifecycle Field attribute, then you must set the profile option Object Metadata Complete Generation Enabled (ORA_ZCA_OBJECT_METADATA_COMPLETE_GENERATION) to Yes at the Site level.

2. In the Navigator, click Configuration > Migration.
3. In the Migration page, click Incoming Apply Migration Set.
4. Click the Upload Migration Set link.
5. Click the Choose File button and select the exported file.
6. Click Validate to validate the file.
7. Click Import to import the file.
8. Optionally, click Preview when import to the sandbox is completed.
9. Click Apply.
10. Test the imported orchestrations.