Export and Import Configuration in Oracle Fusion

When we do the configuration in test system and attain the confirmation post UAT, the next step would be to do the setup all over again to the new instance or say Production Pod. This task used to be very cumbersome and tedious prior to Oracle Cloud.

You can move the functional setup data from one application instance into another by exporting and importing configuration packages from the Manage Configuration Packages page in Oracle Fusion Functional Setup Manager. A configuration package contains the setup import and export definition. The setup import and export definition is the list of setup tasks and their associated business objects that identifies the setup data for export as well as the data itself.

The prerequisites for exporting and importing a configuration package are:

1.Ensure that both the source application instance and the target application instance are at the same release level.

2.Identify the implementation project used to enter and define the functional setup data in the source application instance. An implementation project is the list of setup tasks that you need to complete to implement selected offerings and options.

To move the functional setup data from the source application instance to the target application instance, follow the procedures in the following tasks:

v  Task 1, “Export Functional Setup Data from the Source”

v  Task 2, “Import Functional Setup Data on the Target”

v  Task 3, “Complete Post-Movement Tasks

Task 1 Export Functional Setup Data from the Source

To export the functional setup data from the source application instance:

1.Login to Oracle Fusion Functional Setup Manager in the source application instance and go to the Manage Configuration Packages page.

Select the Implementation Project

Click on “Yes”

Select the objects to be exported and click on Next

Either Schedule or run the scheduled process.

You can export a configuration package after you create it, or at any point in time in the future. During export, appropriate setup data is identified based on the setup export definition and added to the configuration package. You can download the configuration package after the export is completed.

The status of the export process is displayed after you submit the export request and is updated after the export is completed. You can click the status to view the detailed results, including all the business objects processed and the corresponding errors, if any. You can also view or download the setup data report that contains all the setup data exported to the configuration package.

Download the Configuration Package as shown below:

Task2 Import Functional Setup Data on the Target Instance

To import the functional setup data on the target application instance:

1.Transport the configuration package from the source application instance to the target application instance.

2.Login to Oracle Fusion Functional Setup Manager in the target application instance and go to the Manage Configuration Packages page.

3.Import –Upload the configuration package. After the upload is completed, select the uploaded configuration package and start importing. The setup import process inserts all new data from the configuration package that does not already exist and updates any existing data with changes from the source instance. No data is deleted. Setup data that exists in the target instance but not in the source instance remains unchanged.

Import Process

Once you are logged in to the target instance, navigate to Setup and maintenance page and click on Actions->Import->Create New

Browse and select the configuration file to be imported and Select items under Import Options if you want and then click on Submit.

The system then directs you to see Import page with the actions to be take, if any for manual processes.

Click on each task to manually complete them.

Once you are done with the manual tasks/Processes, click on Resume and then Yes.

As we had selected the Compare Setup data prior to Import under Import Options, the system then compares the setup between Source and Target Pods.

After comparing process is completed, the status changes to Ready to Download

Review the stage and perform the post migration tasks, if any. Click on Done  to complete the process.

As we can see in the above screenshot that the status is Completed Successfully and Completed with Errors is 0. So we are good to go with that.

This Ends the process of exporting the setup data from one Pod and Importing it to another one. If it requires any post import tasks like user creation, roles assignments and  indicated in the report, do perform the same.