Migrate Approval Rules Between Instances of Order Management

Migrate approval rules that you create in one instance of Order Management to another instance of Oracle Order Management.

You can migrate your rules from one instance of Order Management to another instance of Order Management. For example, you can migrate from your test instance to your production instance.
Each instance must be on the same update.
Migration deletes all rules in the target instance, then copies all rules in the source instance to the target. Migration deletes rules in the target even if there's no matching rule in the source.
Migration copies only the If condition of each rule. It doesn't copy the Then part of the rule. During testing, you typically use the Then part to assign approval to a specific test user. However, you need to replace the test user with an actual user in your production environment, so you need to redo the Then statement after you migrate.
If even one rule contains an error, then migration fails and it won't migrate any rule.

This topic uses example values. You might need different values, depending on your business requirements.

Migrate approval rules between instances of Order Management.

Sign into the Order Management instance where you must create the approval rule, then create the approval rule that you must export.

Make sure you activate and publish your approval rule.

Create the implementation project.

Go to the Setup and Maintenance work area.
On the Setup page, click Tasks > Manage Implementation Projects.
On the Implementation Projects page, click Actions > Create.

On the Basic Information page, set the value, then click Next.

Attribute	Value
Name	Project to Migrate Approval Rules You can use any text. Tab out of the Name attribute after you enter the value to populate other attributes.

On the Select Offerings to Implement page, in the Order Management row, add a check mark to Include, then click Save and Open Project.
In the Task Lists and Tasks area, click Actions > Select and Add.
In the Select and Add dialog, set Search to Task, search for Manage Order Approval Rules, then click Apply > Done.
On the Implementation Project page, click Done > Done.

Create the configuration package you will use to implement the project that you created in step 2.

On the Setup page, click Tasks > Manage Configuration Packages.
On the Manage Configuration Packages page, click Actions > Create.

On the Create Configuration Package page, in the Source Implementation Project area, set the values.

Attribute	Value
Name	Project to Migrate Approval Rules
Export	Setup Task List and Setup Data

In the Configuration Package Details area, make a note of the value that displays, then click Next > Submit.

Attribute	Value
Name	Project to Migrate Approval Rules_1

In the Warning dialog that displays, click Yes.

On the Manage Configuration Packages page, in the Project to Migrate Approval Rules_1 area, monitor the status. Click Refresh until the value displays.

Attribute	Value
Status	Completed Successfully

In the Download column, click Download, then click Download Configuration Package.
Save the file to a location on your computer. Make a note of the location and the file name, such as Project to Export Approval Rules_1_20180310_1805.zip.
Click Done, then sign out of Order Management.

Import the rule dictionary that you downloaded in step 4.

Sign into the Order Management instance where you must import the approval rules.
Go to the Setup and Maintenance work area.
On the Setup page, click Tasks > Manage Configuration Packages.
On the Manage Configuration Packages page, click Upload, locate the file you downloaded in step 4, click Get Details > Submit.

In the Search Results area, click the row that includes the value.

Attribute	Value
Name	Project to Migrate Approval Rules_1

In the Project to Migrate Approval Rules_1 area, verify the values.

Attribute	Value
Name	Project to Migrate Approval Rules_1
Type	Upload
Status	Completed Successfully

Click Import Setup Data.

On the Import Setup Data page, in the Import Options area, note the value, then click Submit.

Attribute	Value
Process Name	Project to Migrate Approval Rules_1

In the Search Results area, click the row that includes the value.

Attribute	Value
Name	Project to Migrate Approval Rules_1

In the Project to Migrate Approval Rules_1 area, verify values.

Attribute	Value
Name	Project to Migrate Approval Rules_1
Type	Import Setup Data
Status	Completed Successfully

Navigate to the Manage Order Approval Rules page, then verify that your approval rules imported successfully.