Oracle EBS R12 – iSetup: How to transport Forms Personalization

Overview

The purpose of this document is to describe the process to transport forms

personalization’s using iSetup.

Content

Part 1: Steps to extract Forms Personalization’s............................................................2

Part 2: Review the Package Content ..............................................................................5
Part 3: Steps to load Forms Personalization’s................................................................9

Requirement

This procedure assumes that a custom iSetup loader has been registered in Oracle
iSetup. (R) iSetup > (M) Administration > Interface Repository1

1
Please contact the author for further details (see last page)

Volker Eckardt, Oracle Corporation 27/11/2010

Part 1: Steps to extract Forms Personalization’s
1. Create a custom Selection Set:

(R) iSetup > (M) Migration > Selection Sets > (B) Create Custom

2. Give a selection set name and add the custom Data Object

Press [Apply], you shall receive the following message:

3. Update the selection set and specify criteria

Search for the Selection Set again and click the update pen icon

Volker Eckardt, Oracle Corporation 27/11/2010

Click the filter icon:

Specify the criteria; in this case we like to extract all forms personalization’s
belonging to forms starting with FND:

Apply your changes.

4. Start the extract immediately

Still in this form, you can choose the [Apply and Extract] button to start the extract
right here.

EBS opens the extract form. Give a name and a description, and click continue:

Volker Eckardt, Oracle Corporation 27/11/2010

The Schedule window will come up and you can start here the extract by clicking on
[Finish]:

5. Requery the form and you should see a request like this:

Wait until it is finished; then the status goes to Completed, and a downloadable file
shall appear to the right.

You can open it, it shall contain your personalization data and some more files related
to iSetup packages. Your data is in the last file (XXFND…).

Volker Eckardt, Oracle Corporation 27/11/2010

Part 2: Review the Package Content
To review the content the best way is to utilize the Oracle iSetup Reporting capability.

(R) iSetup > (M) Reports > Standard > Create

Give a name and select the data source just created:

Press [Next] to continue.

Select the object to report, in this case it is only one.

Press [Next] to continue.

Volker Eckardt, Oracle Corporation 27/11/2010

Start the reporting request:

Query again, and your request shall be run:

After completion click the name, keep Tabular and drill further down to the details.

Volker Eckardt, Oracle Corporation 27/11/2010

You shall now see a list of all personalization lines, further details are available when
clicking on the highlighted entries to the right.

But already here you see quite good which personalizations you have in your package.

Alternatively you can choose the EXCEL or PDF output type.

Is case of Excel you will get a zip as output, containing the following objects:

When extracted, you can open the index.html and will receive the following:

Volker Eckardt, Oracle Corporation 27/11/2010

The drill down opens the generated Excel:

Volker Eckardt, Oracle Corporation 27/11/2010

Part 3: Steps to load Forms Personalization’s
In case the target environment has been set up also in yours ((R) iSetup > (M)
Administration > Instance Mapping), you can upload right from here. In case the
target is not set up here, you can still download and upload the package manually.

The target environment setup requires a *.dbc file, your DBA can help here. In case
you transfer the file manually, you need to do the following:

Target Environment: (R) iSetup > (M) Extracts > Upload

Choose your file you have created on step 5 (page 4)

Click [Upload].
This will upload your file, validate the content and will create a readable object for
iSetup, which we are now going to load into the target environment itself.

Target Environment: (M) Migrations > Loads > Create

Enter the name, and choose your data as data source from previous step.

Continue with [Next]:

Volker Eckardt, Oracle Corporation 27/11/2010

Review and continue with [Next]:

Start the load process:

This raises also a concurrent program, in fact at least 2 (the second is hidden to this
screen).

Review the process status:

Volker Eckardt, Oracle Corporation 27/11/2010

In case of FNDLOAD APIs only the total number of loaded objects will be shown.
Review also the log to check about errors.

In it you see also the other request id, in my case it is the 11410799, which is the
underlying load process id.

Now, your Forms Personalization shall be available in your target environment.

Please contact me if you need any further explanation!

Oracle Corporation
Email: volker.eckardt@oracle.com
Linkedin: http://de.linkedin.com/pub/volker-eckardt/0/8a7/430

Volker Eckardt, Oracle Corporation 27/11/2010