Import Access Extension Rules and Rule Details

You can use import management to create, update or delete custom access extension rules. When importing predefined access extension rules, the only updates you can make are to activate or inactivate the rule.

You can import access extension rule data for these objects:

Access Group Extension Rule
Access Extension Rule Detail

Import access extension rules before you import rule details. To import data for each object, create a separate CSV file containing the data you want to import.

Before You Start

Before you import access extension rules and rule details, make sure that the access group relationships used in the rules already exist in your target environment. If they don’t, the import rules process fails for any rules that are based on those relationships.

You can’t use the standard import framework to import access group relationship data. So, to create the relationships in your target environment, you must first perform a configuration migration between your source and target environments. For information, see the topic, Migrate Access Group Rules Setup Data, in this guide.

Review Required Attributes and Validations for Access Extension Rule Objects

Before you begin the import, you need to understand how your source data maps to the target object attributes in your application. You also must identify the target object attributes your CSV import file.

The tables in this section list the attributes that are required when importing access extension rules and rule details. Some attributes are required to uniquely identify the object record, some are conditionally required depending on whether you want to create, update, or delete an object record, and some are optional. Make sure that you provide valid values for these attributes so that they pass import validations built into the application.

This table lists the required attributes for importing access extension rules:

Attribute	Description	Import Validations	Creating a Rule	Updating an Existing Rule	Deleting an Existing Rule
Name	The name of the access extension rule.	Not applicable.	Required	Optional	Optional
RelationshipName	The name of the relationship between the objects specified in the rule.	To identify the relationship name, export the Access Group Relationship object from the source environment. To export, navigate to Tools > Export Management > Create Export Activity.	Required	Optional	Optional
RelationshipTypeCode	Specifies whether the relationship is predefined by Oracle (Standard) or custom (Custom).	Not applicable.	Required	Optional	Optional
RelationshipId	The identifier of the access group relationship.	Not applicable.	Optional	Optional	Optional
RelationshipDisplayName	The display name of the relationship.	Not applicable.	Optional	Optional	Optional
SourceObjectCode	The code of the source object used in the relationship.	Not applicable.	Optional	Optional	Optional
TargetObjectCode	The code of the target object used in the relationship.	Not applicable.	Optional	Optional	Optional
SourceObjectName	The name of the source object used in the access group relationship.	Not applicable.	Optional	Optional	Optional
TargetObjectName	The name of the target object used in the access group relationship.	Not applicable.	Optional	Optional	Optional
AccExtRuleNumber	The alternate key identifier for the access extension rule. It is a unique system generated sequence number.	Not applicable.	Optional	Required	Required
ExtendAllRulesFlag	Indicates the method used to identify which rules from the source object should be extended to the target object.	Not applicable.	Required	Optional	Optional

This table lists the required attributes for importing access extension rule details:

Attribute	Description	Import Validations	Creating Rule Details	Updating Existing Rule Details	Deleting Existing Rule Details
SrcObjectRuleNumber	The alternate key identifier of the rule on the source object.	Not applicable.	Required	Required	Required
AccessGroupNumber	The alternate key identifier of the access group associated to the rule on the source object.	Not applicable.	Required	Required	Required
ReadAccessPermissionFlag	Indicates whether read access is granted.	Not applicable.	Optional	Optional	Optional
AccExtRuleNumber	The number of the access extension rule.	Not applicable.	Required	Required	Required
AccExtRuleDetailId	The identifier of the access extension rule details.	Not applicable.	Optional	Optional	Optional
DeleteAccessPermissionFlag	Indicates whether delete access is granted.	Not applicable.	Optional	Optional	Optional
SrcObjectRuleGuid	The unique identifier of the rule on the source object.	Not applicable.	Optional	Optional	Optional
UpdateAccessPermissionFlag	Indicates whether update access is granted.	Not applicable.	Optional	Optional	Optional

Create the Source CSV File

You include the data that you want to import into your application in a source CSV file. Create a separate CSV file for the access extension rules and access extension rule details you want to import. You can use the templates available in the Import Objects UI page to create the source CSV file. To download a template:

Go to Navigator > Tools > Import Management > Import Objects.
Select either the Access Group Extension Rule or Access Group Extension Rule Detail object in the Import Object Details table and click Download.

You can now edit the downloaded file and provide valid values for the required attributes.

Create the Import Activity

Once you have the CSV file ready, create an import activity to import the rule information.

Caution: Make sure custom objects and attributes are synchronized before running the import.

Navigate to the Manage Imports page (Navigator > Tools > Import Management > Import Queue).
Click Create Import Activity.

In the Enter Import Options page, provide values for these fields:

Field	Description
Name	The name you want to assign to the import.
Object	From the Object drop-down list, select Access Group Extension Rule or Access Extension Rule Detail depending on the object records you're importing.
File Name	Select the CSV file you previously created for the rule import data. Import access extension rules before you import access extension rule details.
Import Mode	In the Advanced Options area, in the Import Mode field, select whether you want to update and create records, only create records, or delete records.

Click Next.
On the Map Fields page, you'll see that the source and target attributes are automatically mapped. Review and edit the mappings if required.
Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.
On the Review and Submit page, review the import details and then click Submit when you're ready.

Review the Import Results

Use the Manage Imports page to check whether your import succeeded. The Manage Imports page shows the status of all active, completed, and unsuccessful imports.

Navigate to the Manage Imports page: Navigator > Import Management > Import Queues.
1. Click the All Imports infotile and search for the import activity that you created earlier.
2. Check the Status column for the import activity. The import is successful if the status displays as Completed. You can drill down on the import activity to go to the Import Status page, which provides the status details of the import activity.
After the import process completes successfully, navigate to the Object Sharing Rules page: Navigator > Sales and Service Access Management > Access Groups > Object Sharing Rules.
Publish the rule changes by selecting Publish Rules from the Actions menu.
The Perform Object Sharing Rule Assignment Processing scheduled process automatically runs at scheduled intervals. When the process is finished, verify the changes to your access group extension rules on the Object Sharing Rules page.