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Move OA Framework personalizations from one environment to another

 

In this article, you will see

How to move personalizations from one environment to another

Common pitfalls, things to be careful about when moving personalizations

How to avoid such pitfalls.

Fault in Oracle's design for exporting/importing responsibility level personalizations.

Screenshots for steps to export and import personalizations

 

First of all what is a personalization?

It is a layer of customization on top of a OA Framework Page.

This includes changes to prompt, changes to display order, hide/show certain fields, making fields

mandatory, creation of new fields, creation of new regions etc.



How do we move the personalization from one environment to another?

Source Environment

Destination Environment

Set profile option “FND: Personalization Document Root Path”. The value of this profile option will be the directory name on mid-tier

Ensure that this directory exists on mid-tier machine of the destination environment

 

Login to Functional Administrator Responsibility

 

Navigate to tab “Personalization”

 

Click on Import/Export

 

Search the desired personalizations for the application name

 

Extract the personalilzations

 

Login to linux/unix mid-tier and cd to directory specified in profile option

 

Do tar –cvf xxPersonalizations.tar ./*

 
 

Set profile option “FND: Personalization Document Root Path”. The value of this profile option will be the directory name on mid-tier

Ensure that this directory exists on mid-tier machine of the destination environment

 

FTP the xxPersonalizations.tar to the directory specific in above profile option

 

Cd to that directory

 

tar –xvf xxPersonalizations.tar *****

 

Login to Functional Administrator Responsibility

 

Navigate to tab “Personalization”

 

Click on Import/Export

 

Select and Import the personalizations that have been imported

 

What are common pitfalls, that one must be careful about?

1. Responsibility level personalizations extracted with RESPONSIBILITY_ID in directory path.

2. Substitutions of BC4J objects are also extracted



Lets have a deeper look at these issues



Responsibility level personalizations issue

Lets assume

You have created a new responsibility in development system.

Name of responsibility is “XX HRMS Manager”

Its responsibility_id in development system is 1032

You have done responsibility level personaliation for OAF Pages, for this resp.

Issue:- When you extract the personalizations, the directory path of extracted personalizations will contain the responsibility_id

However, the same responsibility when created on TEST SYSTEM might be allocated a responsibility_id of 1088.

Hence, you referring to ***** in notes above, you will have to rename the directory from 1032 to 1088. This can be scripted too in Unix.

To overcome this issue:-If you wish to perform responsibility level personalizations against a custom responsibility, first create

this responsibility on production, and get this cloned to other environments. Alas, such forward planning rarely happens in projects.

Blame this on Oracle’ design. They could have easily used RESPONSIBILITY_KEY/APPLICATION_ID in the path, instead of using RESPONSIBILITY_ID.




Substitutions of BC4J objects are also extracted

You may accidentally export and import the substitutions to BC4J Objects, because substitutions are stored in MDS layer as site level personalizations.

In this scenario, you must ensure that relevant extended java classes and xml files are located in $JAVA_TOP of destination environment.




 

Click on personalization tab

 

 

Click on Import/Export

 

 

To export personalizations, search for your personalizations and click export to file system

 

 

To import personalizations, click on exported personalizations button.

This will show the files on file-system. Select the desired personalizations and then click on “Import from File System”






Anil Passi

Comments   

+1 #1 Ritu 2008-01-26 09:12
Great article Anil.
Still waiting for you to write on Integration of XML Publisher with OAF.

Ritu
Quote
0 #2 sravabapatasatish 2008-01-26 09:50
Hi Team,

Kindly let me know how to run GL import program.

Regar ds
S.Satish kumar
Quote
0 #3 Tapash Ray 2008-01-27 20:42
The description is very good, just wanted to highlight that if you are familiar with UNIX, you need not go through this process and can run a couple of commands on the UNIX prompts to extract and deploy personalization s.

Thanks
Tapa sh
Quote
0 #4 Mairaj 2010-09-26 06:47
Hi Anil,
Your article was excellent and worked fine for us. However, we have the current issue.
WE had done personalisation s for iRecruitement External Candidate Page. Our organisation needs the this page to be in English and Arabic. Oracle provides for the page in many languages. WE had personalised some text on the English page and accordingly pesonalized this text in Arabic for the Arabic External Candidate page.

With the procedure you pointed out, the enlish personalization s were migrated successfully but the arabic text wasnt.

So the outcome is like this
On the English External Candidate Registration page it shows " Welcome to my Company"
But
On the Arabic External Candidate Registration page it shows " Welcome to my Company" whereas it should be in arabic.


Can you pleas throw some light on this.

Thanks in advance.
Quote

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