Move OA Framework personalizations from one environment to another
Written by Anil Passi   
Thursday, 24 January 2008
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.


SCREENSHOTS


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”






 

Comments (3)add
...
written by Ritu , January 26, 2008
Great article Anil.
Still waiting for you to write on Integration of XML Publisher with OAF.

Ritu
Gl import
written by sravabapatasatish , January 26, 2008
Hi Team,

Kindly let me know how to run GL import program.

Regards
S.Satish kumar
...
written by Tapash Ray , January 27, 2008
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 personalizations.

Thanks
Tapash
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