Can Element Manager export/import all of the items needed for setting up an Oracle B2C Service site?
Environment:
Browser User Interface (BUI), Element Manager
Issue:
Element Manager is continuously extending support to export and import various configurable elements within Oracle B2C Service. Element Manager also now supports overwrite of certain existing elements in a supported target site, during import process. Refer to Answer 10998: Element Manager supports overwrite of existing elementsAnswer 10998: Element Manager supports overwrite of existing elements for important information related to overwrite of existing elements.
As of today, Element Manager cannot be considered a "one button" solution for migrating configurations & customizations from development, to test, and then to production environments. For now, Administrators will need to strategically plan Element Manager package creation and migration operations. Element Manager does not replace the cloning process. It is meant to assist transport of portions of the site configuration in a manner similar to the Data Import Wizard which helps Administrators fill in gaps of data, but not build whole databases.
Resolution:
Element Manager is designed to allow configurable components to be grouped, packaged, migrated and deployed across Oracle B2C Service instances in an automated fashion.
The following table provides details regarding which versions the relevant elements are supported in Element Manager.
New Elements | Supported Oracle B2C Service Versions | ||||
Element Type | 21B | 21C | 21D | 22A | 24C and above |
Configuration Settings | Yes | Yes | Yes | Yes | Yes |
Custom Objects | Yes | Yes | Yes | Yes | Yes |
Custom Scripts | - | - | - | Yes | Yes |
Customizable Menus (System menu and Custom menu) | - | - | - | - | Yes |
Enhanced Business Rules | Yes | Yes | Yes | Yes | Yes |
| External Objects | - | - | - | Yes | Yes |
Message Bases | Yes | Yes | Yes | Yes | Yes |
Navigation Sets | Yes | Yes | Yes | Yes | Yes |
.NET add-ins/Browser UI Extensions | Yes | Yes | Yes | Yes | Yes |
Object Event Handlers | Yes | Yes | Yes | Yes | Yes |
Products, Categories, and Disposition | - | - | - | - | Yes |
Reports/Dashboards | Yes | Yes | Yes | Yes | Yes |
Standard Text | Yes | Yes | Yes | Yes | Yes |
System Attributes | Yes | Yes | Yes | Yes | Yes |
Variables | Yes | Yes | Yes | Yes | Yes |
Workflows with Scripts | Yes | Yes | Yes | Yes | Yes |
Workspaces/Workflows | Yes | Yes | Yes | Yes | Yes |
Customers should note the following, while planning export/import process. Element Manager supports the following element types - with listed limitations.
Add-ins and extensions | Does not support Dashboard Add-ins, Report Record Command Add-ins, external table add-insexternal table add-ins. Typical message: "There is an add-in in the report which will not be exported” |
Configuration Settings | Only custom configuration settings are supported. |
Custom Scripts | The scripts from sub folder will be imported into the sub folder of the same name under "Custom" folder in the target site. A validation error will be displayed if the sub folder is missing in the target site. |
| External Objects | While importing, the External Object is not configured with authentication details. Administrators will need to choose the Authentication Type and provide the authentication details using the External Objects editor for the imported External Objects and Save the changes. Note: See Create an External Object for more details on authentication types. |
Message Bases | Custom message bases only |
Navigation Sets | No known limitations with the exception of package size |
Reports | Does not support Dashboard Add-insDoes not support Dashboard Add-ins, Report Record Command Add-in. Typical message: "There is an add-in in the report which will not be exported" |
Standard Text | No known limitations with the exception of package size |
Workspaces and Workflows | Does not support custom workspace ribbon add-inDoes not support custom workspace ribbon add-in. Typical message: "This package cannot be processed" |
Enhanced Business Rules | Element Manager supports export and import of Enhanced Business Rules for the record types – (20A): Incident, Contact, Organization; (20C): Tasks, Opportunities and Answer. (20D): Chat and Custom Object rules. This capability is available, if Enhanced Business Rules is enabled on the sites. While importing, the Enhanced Business Rules is created in edit mode (not active state) for the corresponding record type. Administrators will need to enable the imported rules in edit mode after validation and save the changes. Once rules are validated and enabled/disabled as needed, administrators could deploy the edit rule base for a record type so that the rules will be active. |
Element Manager recommends limiting the number of elements in a package for import and export.
We recommend creating packages with 50 or fewer elements to reduce the time it takes to stage and deploy the packages. If the dependent elements in a package is more, customers can close the browser and download it later, from the export home page.
