Import, Export, and Compare Categories Between Environments
Your users can import, export, and compare service categories between environments using Functional Setup Manager. Users can create or update setup service category data in bulk as well as compare differences between two environments.
For example, a user wants to import service category data into a production environment that has been exported from a test environment after making changes to the setup data. Before the user imports the data, the user can compare the exported data of the test environment with the existing production data, and preview how the setup data in production will change after the data is imported.
Any implementation usually requires migrating setup data from one environment to another at various points in the subscription lifecycle. For example, a subscribed offering is typically set up in the test environment first, and is moved to the production environment only after proper testing and verification. Setup export and import processes help you migrate setup data from test to production.
Note:
In order to complete these tasks, you must have the ability to export and import tasks, and also have read/write access to FSM setup tasks.- To export, import, and compare tasks, users must have the Export Import Functional Setups User role.
- To have read/write access to setup tasks, users must also have the following privileges:
- Administer Industries Class MetaData
- View Industries Class MetaData
In releases prior to 25D, you had to manually add these privileges to the administrator roles. These privileges are now automatically included for the Utilities Customer Service Administrator and the Utilities Key Account Administrator roles.
See Manage Roles and Users for additional information.
For detailed information about Functional Setup Manager, see the following chapters in the Using Functional Setup Manager Guide in Oracle Help Center:
- Manage Setup Using CSV File Packages
- Setup Data Export and Import
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