Oracle OAF Personalization – Self Service – Migration – Export/Import

After spending time personalizing and testing framework pages in a Development instance, you may wish to automate the transfer of these changes to another instance, rather than manually re-doing them all again.

This objective can be achieved by exporting the personalizations from the Development instance, then importing them to a different instance or instances

You can either use the GUI interface in “Functional Administrator”  (Personalization tab) to transfer personalizations, or can invoke the XMLImporter/XMLExporter commands directly from the command line

This note provides detailed steps how to transfer personalizations from one instance to others using the XMLImporter/XMLExporter tool, this way you can automate it also using shell script

1. Get Document Name. —Go to the page you want to copy the personalization from and click the “about this Page” link at the bottom of the page. You will see the page name with full path which starts with /oracle/apps/<prod>.

2. Get the Personalization Document info — Run the following command at SQLPlus as APPS user

<br /><br />SQL&gt; set serveroutput on<br />SQL&gt; exec jdr_utils.listCustomizations('&amp;lt;full document name from step 1&amp;gt;')<br />

3. Use XMLExporter to export personalization document

<br />java oracle.jrad.tools.xml.importer.XMLImporter \<br />\<br />-username "" -password ""  \<br />-dbconnection "(description=(address_list=(address=(protocol=tcp)(host=)(port=)))(connect_data=(sid=)))"<br />-rootdir "" \<br />-rootPackage "/oracle/apps/"<br />

4. Use XMLImporter to import personalization document

java oracle.jrad.tools.xml.importer.XMLImporter \
\
-username "" -password ""  \
-dbconnection "(description=(address_list=(address=(protocol=tcp)(host=)(port=)))(connect_data=(sid=)))"
-rootdir "" \
-rootPackage "/oracle/apps/"

Example

Here is a step-by-step guide showing how to use XMLImporter/XMLExporter to transfer a SITE level personalization for the PreferencesPG page ($FND_TOP/mds/preferences/webui/PreferencesPG.xml)

1. List the personalization document to be exported

SQL> set serveroutput on
SQL> exec jdr_utils.listcustomizations('/oracle/apps/fnd/preferences/webui/PreferencesPG');

Returns:
/oracle/apps/fnd/preferences/webui/customizations/site/0/PreferencesPG
2. Export the above personalization file to /tmp/mytest from the DEV instance

Before exporting, check the directory /tmp/mytest is valid and writable.

java oracle.jrad.tools.xml.exporter.XMLExporter \
/oracle/apps/fnd/preferences/webui/customizations/site/0/PreferencesPG \
-username apps -password appsdevpass \
-dbconnection "(description=(address_list=(address=(protocol=tcp)(host=myhost)(port=1523)))(connect_data=(sid=DEV)))" \
-rootdir "/tmp/mytest"

3. Import the above exported file into the UAT instance:

java oracle.jrad.tools.xml.importer.XMLImporter \ /tmp/mytest/oracle/apps/fnd/preferences/webui/customizations/site/0/PreferencesPG.xml
\ -usernameapp -password appsuatpass \
-dbconnection "(description=(address_list=(address=(protocol=tcp)(host=myhost)(port=1522)))(connect_data=(sid=UAT)))" \
-rootdir "/tmp/mytest" -rootPackage "/oracle/apps/fnd"