Skip Navigation
Expand
Element Manager export and import options
Answer ID 11002   |   Last Review Date 07/21/2022

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 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 and above

Configuration Settings

Yes

Yes

Yes

Yes

Custom Objects

Yes

Yes

Yes

Yes

Custom Scripts

-

-

-

Yes

Enhanced Business Rules

Yes

Yes

Yes

Yes

External Objects

-

-

-

Yes

Message Bases

Yes

Yes

Yes

Yes

Navigation Sets

Yes

Yes

Yes

Yes

.NET add-ins/Browser UI Extensions

Yes

Yes

Yes

Yes

Object Event Handlers

Yes

Yes

Yes

Yes

Reports/Dashboards

Yes

Yes

Yes

Yes

Standard Text

Yes

Yes

Yes

Yes

System Attributes

Yes

Yes

Yes

Yes

Variables

Yes

Yes

Yes

Yes

Workflows with Scripts

Yes

Yes

Yes

Yes

Workspaces/Workflows

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-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-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-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.