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Element Manager current capabilities
Answer ID 11002   |   Last Review Date 09/11/2020

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. Do refer to the article 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. For knowing the overwrite support across these elements, refer to the over write of elements article.

New Elements

Supported Oracle B2C Service Versions

Element Type

18D

19A

19B

19C

19D

20A

20B

20C

Reports/Dashboards

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Workspaces/Workflows

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

.NET add-ins/Browser UI Extensions

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Configuration Settings

-

-

Yes

Yes

Yes

Yes

Yes

Yes

Message Bases

-

-

Yes

Yes

Yes

Yes

Yes

Yes

Navigation Sets

-

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Custom Objects

-

-

-

Yes

Yes

Yes

Yes

Yes

System Attributes

-

-

-

Yes

Yes

Yes

Yes

Yes

Object Event Handlers

-

-

Yes

Yes

Yes

Yes

Yes

Yes

Standard Text

-

-

Yes

Yes

Yes

Yes

Yes

Yes

Enhanced Business Rules

-

-

-

-

-

Yes

Yes

Yes


Customers should note the following, while planning export/import process. Element Manager supports the following element types - with listed limitations.

1

Add-in 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”

2

Configuration Settings - Only custom configuration settings are supported.

3

Message Bases - custom message bases only

4

Navigation Sets - no known limitations with the exception of package size

5

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"

6

Standard Text - no known limitations with the exception of package size

7

Variables - does not support variable values

8

Workspaces and Workflows - does not support custom workspace ribbon add-in. Typical message:  "This package cannot be processed"

9

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. 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.

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