CRM On Demand

Oracle Migration Tool On Demand Guide

Release 17 February 2010

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Contents

Oracle Migration Tool On Demand Guide 1

Chapter 1: Chapter 2:

Whats New in This Release Getting Started with Oracle Migration Tool On Demand
9

Oracle Migration Tool On Demand Client

Software Requirements for Installing the Oracle Migration Tool On Demand Client 10
Checking Your Java Runtime Environment (JRE) 10 Required Privileges for Oracle CRM Migration Tool On Demand 12 Language Considerations When Migrating Configuration Data 14

Downloading the Oracle Migration Tool On Demand Client Starting the Oracle Migration Tool On Demand Client Commands for Oracle Migration Tool On Demand 16 15

14 14

Installing and Configuring the Oracle Migration Tool On Demand Client

XML Templates and Web Services Description Language

18

Chapter 3:
Access Profiles

Migrating Access Profiles

21
21

Privileges Required

Elements and Sections of Access Profile XML File Migrating Access Profiles 24

22

Extracting a Single Access Profile 24 Extracting a Single Access Profile by System Name Using a Template File Extracting All Access Profiles 26 Extracting All Access Profiles to a Specific Location 26 Updating or Inserting an Access Profile (Upsert) 27

25

Chapter 4:

Migrating Custom Fields

29 30

Commands Used with Fields in the Field Management Section Elements and Sections in the Field Management XML File Migrating Custom Fields 32

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Extracting Customized Field Definitions for a Single Object's Section Extracting All Customized Field Definitions 33 Updating or Inserting a Set of Field Definitions (Upsert) 34 Creating a New Field Definition 35

33

Chapter 5:

Migrating Custom Record Types

37 38 39

Custom Record Types

Custom Record Types XML File

Using Oracle Migration Tool On Demand to Migrate Custom Record Types

Extracting the Custom Record Type for a Single Object 39 Extracting All Customized Record Types 40 Updating or Inserting a Custom Record Type (Upsert) 40

Chapter 6:

Migrating Custom Web Tabs

43 44 45

Custom Web Tabs

Elements and Sections in the Custom Web Tabs XML File Migrating Custom Web Tabs
Extracting a Single Custom Web Tab 45 Extracting All Custom Web Tabs 46 Updating or Inserting a Custom Web Tab (Upsert) Deleting a Single Custom Web Tab 47

46

Chapter 7:
Picklist Values

Migrating Picklist Values

49 50 52

Elements and Sections in the Picklist XML File Migrating Picklist Values

Extracting All Picklist Values for an Object 52 Extracting a Single Picklist Field 53 Extracting All Picklist Values 53 Updating or Inserting a Set of Picklist Values for a Specific Object (Upsert)

54

Chapter 8:

Exporting Cascading Picklists

55 56
58

Cascading Picklists

Elements and Sections of the Cascading Picklist XML File Exporting Cascading Picklists 57

Extracting the Cascading Picklists for all Picklist Fields for a Named Object Extracting Cascading Picklists for All Objects 58

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Chapter 9:

Replicating Configuration Data from a Source Environment to a Target Environment

Replicating All Configuration Data from a Source Environment to a Target Environment 61 Replicating Selective Configuration Data from a Source Environment to a Target Environment 63

Appendix A: Reference Information for Oracle Migration Tool On Demand

Language Codes and Their Corresponding Languages 67 68 131 Display Names and Their Corresponding Names in the Access Profile XML File Access Levels and Their Corresponding Permission Codes in the XML File Icons for Custom Record Types System Names for Record Types 133 143

Index

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Oracle Migration Tool On Demand Guide Release 17

Whats New in This Release

Whats New in Oracle Migration Tool On Demand Guide, Release 17

This is a new guide, which describes how to use the Oracle Migration Tool On Demand client to migrate Oracle CRM On Demand configuration data between different environments, for example, between a testing environment and a production environment. Table 1 lists the chapters in this guide. Table 1. Topic Chapter 2, Getting Started with Oracle Migration Tool On Demand Chapter 3, Migrating Access Profiles New Product Features in Oracle Migration Tool On Demand Guide, Release 17 Description Describes how to start using the Oracle Migration Tool On Demand client, including how to install and configure it. Describes how to migrate configuration data for access profiles between Oracle CRM On Demand environments. Describes how to migrate configuration data for field management between Oracle CRM On Demand environments. Describes how to migrate custom record types between Oracle CRM On Demand environments. Describes how to migrate custom Web tabs between Oracle CRM On Demand environments. Describes how to migrate picklist values between Oracle CRM On Demand environments. Describes how to export cascading picklists from an Oracle CRM On Demand environment. Provides examples of migrating all or selective configuration data between Oracle CRM On Demand environments. Describes the reference information provided for using Oracle Data Migration Tool On Demand.

Chapter 4, Migrating Custom Fields

Chapter 5, Migrating Custom Record Types Chapter 6, Migrating Custom Web Tabs Chapter 7, Migrating Picklist Values Chapter 8, Exporting Cascading Picklists Chapter 9, Replicating Configuration Data from a Source Environment to a Target Environment Appendix A, Reference Information for Oracle Migration Tool On Demand

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Audience
The target audience for this guide is company administrators for Oracle CRM On Demand who want to copy or move the existing configuration data for Oracle CRM On Demand from one environment to another. For example, company administrators might want to apply their company's configuration data from a customer test environment to a production environment. CAUTION: As a company administrator using the Oracle Migration Tool On Demand client, you must understand its functionality and capabilities. Failure to do so might result in unintended changes to your environment. You must back up your existing configuration data for Oracle CRM On Demand before using the Oracle Migration Tool On Demand client. Oracle will not be responsible for any damage incurred from improper use of the Oracle Migration Tool On Demand client.

Oracle Migration Tool On Demand Guide Release 17

Getting Started with Oracle Migration Tool On Demand

This chapter describes how to start using the Oracle Migration Tool On Demand client. It includes the following topics: Oracle Migration Tool On Demand Client Software Requirements for Installing the Oracle Migration Tool On Demand Client Downloading the Oracle Migration Tool On Demand Client Installing and Configuring the Oracle Migration Tool On Demand Client Starting the Oracle Migration Tool On Demand Client Commands for Oracle Migration Tool On Demand XML Templates and Web Services Description Language

Oracle Migration Tool On Demand Client

The Oracle Migration Tool On Demand client is a command-line based utility, which eliminates having to manually copy customized configuration data from one Oracle CRM On Demand environment to another, for example, from a customer test environment to a production environment. The Oracle Migration Tool On Demand client allows you to extract and import specific configuration data directly to your computer or in batch mode. The administration Web Services allow client applications to access configuration data. The configuration data includes the following: Access profiles Field management definitions (excluding Web links) Custom record types Custom Web tabs Picklists Cascading picklists (read-only)

For example, you can use the downloadable client and the administration Web services to copy specific configuration data between your customer test environment and a production environment for Oracle CRM On Demand. The Oracle Migration Tool On Demand client provides only the functionality that is available with the Oracle CRM On Demand user interface. So, if you are not able to do a task in the user interface, you cannot do it in the Oracle Migration Tool On Demand client, for example, delete an access profile, edit a field type, and so on.

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Getting Started with Oracle Migration Tool On Demand Software Requirements for Installing the Oracle Migration Tool On Demand Client

Auditing and Log Files

All Web service operations in the customer test environment are audited automatically. All successful operations as well as processing errors, such as Request Size exceeded, Invalid SOAP request, ratelimit error, and so on are audited. You can find the audited records in the Web Services Utilization section in Oracle CRM On Demand (click Admin, and then Web Services Utilization). You can view the log files for the Oracle Migration Tool On Demand client in the <Installation

directory>\log directory, for example:

C:\Oracle Migration Tool On Demand\log Any requests by the Oracle Migration Tool On Demand client are also captured in the Web Services Utilization section in Oracle CRM On Demand.

Supported Operating Systems for Oracle Migration Tool On Demand

Although the Oracle Migration Tool On Demand client might successfully migrate configuration data on any operating system that supports extraction of its ZIP file, the client has been fully tested only on Microsoft Windows. The Oracle Migration Tool On Demand client is supported on the following Microsoft Windows operating systems: Microsoft Windows 2000 Professional Edition Microsoft Windows XP Professional and Home Version Microsoft Windows Vista Enterprise Edition

Supported Releases of Oracle CRM On Demand

The Oracle Migration Tool On Demand client supports exporting and importing configuration data between any two instances of Oracle CRM On Demand Release 17. Earlier versions of Oracle CRM On Demand Release 17 are not supported.

Software Requirements for Installing the Oracle Migration Tool On Demand Client
The Oracle Migration Tool On Demand client has the following software requirements: Java Runtime Environment (JRE) 1.5 or later installed on your computer A ZIP utility (for example, WINZIP) to extract the files to your computer Appropriate access to set the environment variables on your computer

Checking Your Java Runtime Environment (JRE)

To check whether you have the correct version of the JRE installed on your computer, complete the following procedure.

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To check your Java Runtime Environment (JRE) 1 2

On your Windows computer, open the Control Panel. In the Control Panel:

For Classic View, double-click the Java icon For Category View, select the Other Control Panel Options, and click the Java icon

NOTE: If the Java icon does not exist, then you do not have JRE installed. To get the latest version, go to http://www.java.com.

3 4

Within the Java Control Panel window, click the Java tab, then click the View button for Java Application Runtime Settings. Under the Platform column, verify that version 1.5 or later exists, and that it is set up.

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Getting Started with Oracle Migration Tool On Demand Software Requirements for Installing the Oracle Migration Tool On Demand Client

Required Privileges for Oracle CRM Migration Tool On Demand

Table 2 on page 12 summarizes the privileges required to use the Oracle Migration Tool On Demand client on various Oracle CRM On Demand objects. In addition to these specific privileges, you must have Web services set up on Oracle CRM On Demand. For more information about setting and checking privileges, see the information on role management in the Oracle CRM On Demand online help. Table 2. Feature Name Access Profiles Required Privileges and Requirements for Oracle CRM On Demand Features User Level Privileges Enable Web Services Access Manage Users and Access Object Level Privileges Manage Object Access for custom objects that have been set up for the company instance, for example, Customize Application - Manage Custom Object 01, and so on. Manage Object Access for custom objects that have been set up for the company instance, for example, Customize Application - Manage Custom Object 01, and so on. Additional Notes None

Field Management

Enable Web Services Access Customize Application

Observe the following requirements: Field Management must be supported for the object. The object must be set up for field renaming, if the operation is Upsert. The object must be set up for new fields, if the operation is Create. Advanced Field Management must be set up if the <ValidationErrorMsg>, <ValidationExpression>, or <PostDefault> elements are modified. The Integration Tag can be changed only if renaming is allowed on that object. A multi-select picklist can be created or updated only if it is set up for the object.

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Table 2. Feature Name Cascading Picklist

Required Privileges and Requirements for Oracle CRM On Demand Features User Level Privileges Enable Web Services Access Customize Application Object Level Privileges Manage Object Access for custom objects that have been set up for the company instance, for example, Customize Application - Manage Custom Object 01, and so on. Manage Object Access for custom objects that have been set up for the company instance, for example, Customize Application - Manage Custom Object 01, and so on. Manage Object Access for custom objects that have been set up for the company instance, for example, Customize Application - Manage Custom Object 01, and so on. None Additional Notes Cascading picklists must be supported for the object.

Custom Record Type

Enable Web Services Access Customize Application

None

Picklist

Enable Web Services Access Customize Application

Field management must be supported for the object.

Custom Web Tab

Enable Web Services Access Customize Application

None

In addition to the privileges listed in Table 2 on page 12, you require: The Data Management: Import privilege and Data Management: Export privilege to download the Oracle Migration Tool On Demand client. The Enable Web Services Access privilege to run the Oracle Migration Tool On Demand client.

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Getting Started with Oracle Migration Tool On Demand Downloading the Oracle Migration Tool On Demand Client

Language Considerations When Migrating Configuration Data

To migrate configuration data, for example, an access profile, the same languages that are set up in the XML file or source company must be set up for the target company. For example, if the XML file contains definitions for English, French, and Traditional Chinese, and the target company has definitions for English, French, and German, an upsert operation fails. The number of languages is the same but the operation does not succeed because Traditional Chinese is not set up for the target company. However, if the XML file contains English and French definitions and the target company has definitions for English, French, and German, the upsert operation succeeds because for any language that has not been defined (in this case, German), the system name is used. A system name is the name which identifies an object uniquely in Oracle CRM On Demand Application.

Downloading the Oracle Migration Tool On Demand Client

To download the Oracle Migration Tool On Demand client from Oracle CRM On Demand, the following are required: The user account must have the Data Management: Import privilege and Data Management: Export privilege assigned The user's role must have Web services set up

See the information on privileges and user roles in the Oracle CRM On Demand online help.

To download the Oracle Migration Tool On Demand client 1

Create a directory on your computer in which to extract the Oracle Migration Tool On Demand client files, for example: C:\Oracle Migration Tool On Demand

2 3 4 5

Sign in to Oracle CRM On Demand, and click Admin. Under Data Management Tools, click Import and Export Tools. Under Metadata Import and Export Tools, click Oracle Migration Tool On Demand. Save the ZIP file on your computer in the directory that you created, for example: C:\Oracle Migration Tool On Demand

Installing and Configuring the Oracle Migration Tool On Demand Client

Complete the following procedure to install and set up the Oracle Migration Tool On Demand client.

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Getting Started with Oracle Migration Tool On Demand Starting the Oracle Migration Tool On Demand Client

It is recommended that you set the environment variables in the following procedure at the system level on which the Oracle Migration Tool On Demand client is installed, so that all users of the computer can run the client. NOTE: Even though a user can successfully run the Oracle Migration Tool On Demand client, it does not mean that he or she can read and load company configuration data successfully. The user must have the login credentials to access Oracle CRM On Demand and the appropriate privileges to read and load configuration data.

To install and configure the Oracle Migration Tool On Demand client 1

Extract the contents of the Oracle Migration Tool On Demand ZIP file in the directory that you created in Step 1 on page 14, for example: C:\Oracle Migration Tool On Demand

Navigate to the Environment Variables applet on your Windows computer by right-clicking My Computer, selecting Properties, and under the Advanced Tab, and clicking Environment Variables. In the Windows Environment Variables applet, set the following environment variables on your computer: Variable Name=JAVA_HOME, Variable Value=<path of JRE 1.5 or later> For example: C:\Program Files\Java\jre1.5.0_10 Set this variable if it is not already set. Variable Name=MIGRATIONTOOL_HOME, Variable Value=<path of where the tool is installed> For example: C:\Oracle Migration Tool On Demand

Starting the Oracle Migration Tool On Demand Client

After you have configured the Oracle Migration Tool On Demand client, you can start it using the following steps.

To start the Oracle Migration Tool On Demand client 1 2

Open a command line window. Navigate to the directory where you have extracted the Oracle Migration Tool On Demand client, for example: C:\Oracle Migration Tool On Demand

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Getting Started with Oracle Migration Tool On Demand Commands for Oracle Migration Tool On Demand

Run the Oracle Migration Tool On Demand client from the command line: migrationtool -u <userID> -p <password> -s <server> [Read | ReadAll | Upsert] [<type>] where:

<userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides. <type> is the type of configuration data that you are migrating. It can be one of the following values:

AccessProfile. Indicates access profile configuration data for Oracle CRM On Demand. FieldManagement. Indicates field configuration data for Oracle CRM On Demand. CustomRecordType. Indicates record type configuration data for Oracle CRM On Demand. CustomWebTab. Indicates Web tab configuration data for Oracle CRM On Demand. Picklist. Indicates customized picklist configuration data for Oracle CRM On Demand. CascadingPicklist. Indicates Oracle CRM On Demand customized cascading picklist configuration data. The upsert operation is not supported for cascading picklists.

NOTE: The detailed syntax for running Oracle Migration Tool for each specific type of configuration data that you are migrating is provided in the chapter corresponding to that configuration data. For example, to migrate access profiles, see Chapter 3, Migrating Access Profiles. It is recommended that you refer to the examples in the each chapter that correspond to the configuration data that you are migrating.

Commands for Oracle Migration Tool On Demand

The commands, feature names, and specific configuration data accepted by the Oracle Migration Tool On Demand client are case sensitive. For example, the following commands have specific spellings: The ReadAll command must be referenced as ReadAll (capital R and capital A). The access profile feature must be referenced as AccessProfile (capital A and capital P). An access profile configuration data, called Service Manager in the user interface, must be referenced as Service Manager.

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Getting Started with Oracle Migration Tool On Demand Commands for Oracle Migration Tool On Demand

Table 3 shows the exact spelling and case of the commands supported by the Oracle Migration Tool On Demand client. Table 3. Command Names for the Oracle Migration Tool On Demand client Description This command exports all configuration data of a specific type from an Oracle CRM On Demand server. This command exports a single set of configuration data of a specific type from an Oracle CRM On Demand server. This command updates or inserts configuration data of a specific type to an Oracle CRM On Demand server, as required. A single Upsert command can upload the following entities of an Oracle CRM On Demand feature: For field management, multiple fields for one Oracle CRM On Demand object For access profiles, one access profile in Oracle CRM On Demand. For picklists, any number of picklist fields and its values for one Oracle CRM On Demand object. For custom Web tabs, one custom Web tab in Oracle CRM On Demand. For custom record types, one object record in Oracle CRM On Demand.

Command Name ReadAll Read Upsert

NOTE: The Upsert command is not supported for cascading picklists. Delete help This command deletes a single set of configuration data from an Oracle CRM On Demand server. (This operation is supported only for custom Web tabs.) The user assistance provided with the Oracle Migration Tool On Demand client.

Location of XML Files for Read and ReadAll Commands

By default, the XML files created for the Read and ReadAll commands, are stored in: <Installation directory>\Repository\<Feature>\ where: <Installation directory> represents the directory where you have installed the Oracle Migration Tool On Demand client on your computer, for example: C:\Oracle Migration Tool On Demand <Feature> is one of the following features of the Oracle Migration Tool On Demand client:

AccessProfile CascadingPicklist CustomRecordType

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Getting Started with Oracle Migration Tool On Demand XML Templates and Web Services Description Language

CustomWebTab FieldManagement Picklist

For example, when running the Read or ReadAll commands to extract access profiles, the Oracle Migration Tool On Demand client stores the XML files that it generates in the following directory: C:\Oracle Migration Tool On Demand\Repository\AccessProfile

XML Templates and Web Services Description Language

Certain Oracle CRM On Demand features have elements that might be required, might require a default value, or might be optional. Understanding how these elements are categorized helps you understand how to read and comprehend the information in an XML template. This topic will help you to determine which elements are required for migrating configuration data. To understand the elements, you must download the Web Services Description Language (WSDL) for each feature that you want, see Downloading WSDLs from Oracle CRM On Demand. Scan through each WSDL. After downloading the WSDL to your computer, view the content with an editor (for example, Notepad). As you scan the WSDL, take note of the elements with defined minOccurs and maxOccurs values. The minOccurs value and maxOccurs value are attributes of the <xsd:element> element in the XSD schema language. These attributes determine whether the element defined by <xsd:element> in a WSDL file is optional, and how many times the element can occur in an XML file. For example, the following entry in a WSDL file indicates that the <Name> element is required. <xsd:element name="Name" maxOccurs="1" minOccurs="1" type="apData:string100" /> Table 4 describes the values for minOccurs and maxOccurs. Table 4. minOccurs and maxOccurs Values maxOccurs 1 unbounded 1 unbounded Description The element is not required. If it is included, a maximum of one entry can exist. The element is not required. If it is included, it can exist multiple times. The element is required, but it exists only once. The element is required, but it can exist multiple times.

minOccurs 0 0 1 1

For information about the APIs provided by Oracle CRM On Demand Web Services and other administration Web services, see Oracle Web Services On Demand Guide, which is available from the Oracle CRM On Demand documentation library on Oracle Technology Network (OTN). This guide is also available from the Oracle CRM On Demand application by clicking Admin, Web Services Administration, and then Download Documentation.

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Downloading WSDLs from Oracle CRM On Demand

You can download the WSDL that you want from Oracle CRM On Demand by completing the following procedure.

To download a WSDL from Oracle CRM On Demand 1 2 3 4 5

Sign in to Oracle CRM On Demand as a company administrator, and click Admin. Under Web Services Integration, click Web Services Administration. From the Select Service drop-down list, choose Administrative Services, and click Go. Select the WSDL you want to download (for example, Access Profile), and click Download WSDL. Save the selected WSDL to a known location on your computer, for example: C:\Migration Tool On Demand\WSDL

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Getting Started with Oracle Migration Tool On Demand XML Templates and Web Services Description Language

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Migrating Access Profiles

This chapter describes how to migrate access profiles using the Oracle Migration Tool On Demand client. It includes the following topics: Access Profiles Elements and Sections of Access Profile XML File Migrating Access Profiles

Access Profiles
An access profile is the set of security permissions that determines what data a user can access. Table 5 describes the Oracle Migration Tool On Demand client commands that are used with access profiles. The commands are case-sensitive. For examples on running these commands, see Migrating Access Profiles on page 24. Table 5. Oracle Migration Tool On Demand Commands for Access Profiles Description This command exports a single access profile from an Oracle CRM On Demand server. This command exports all access profiles from an Oracle CRM On Demand server. This command updates or inserts a single access profile on an Oracle CRM On Demand server, as required.

Command Read AccessProfile [<Access Profile System Name>]> ReadAll AccessProfile [<Location to store exported Access Profiles>] Upsert AccessProfile

NOTE: Do not assume that the system name of the access profile is the same as what you see in the user interface for Oracle CRM On Demand. For example, if you create an access profile called My Access Profile and later rename it to My Renamed Access Profile, the system name continues to be My Access Profile. Therefore, if you want to read this specific access profile, you must reference it by the name, My Access Profile, in your read request. The only way to determine the real name of an access profile that has been modified is to perform a ReadAll operation and export all the configuration data.

Privileges Required
The following privileges are required on the user account running the Oracle Migration Tool On Demand client commands: Manage Users and Access

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Migrating Access Profiles Elements and Sections of Access Profile XML File

Manage Access For example, if the access profile contains information about Custom Object 02, the user account requires the privilege, Manage Access: Custom Object 02, to be set up. For information on setting and checking privileges, see the Oracle CRM On Demand online help.

Elements and Sections of Access Profile XML File

Table 6 describes the elements of the Access Profile XML. Table 6. Element <ns1:Name> Description of Access Profile XML File Elements Description This element contains the name of the access profile. This is the same name that is used to retrieve a single access profile. This name never changes during any updates. When performing an insert operation, this name is used as the display name if a display name is not provided in the <AccessProfileTranslation> element of the XML file. <ns1:Description> This element contains the description of the access profile that is used if one is not provided in the <AccessProfileTranslation> element of the XML file. This element indicates if the Grantable to Team Members privilege is checked in Step 1 of the Access Profile Wizard. This element indicates if the Grantable to Book Users privilege is checked in Step 1 of the Access Profile Wizard. This element indicates if the Disabled element is checked in Step 1 of the Access Profile Wizard.

<ns1:AvailableForTeam>

<ns1:AvailableForBook>

<ns1:Disabled>

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Table 7 describes the sections of the Access Profile XML. Table 7. Section
<ns1:ListOfAccessProfileTranslation> <ns1:AccessProfileTranslation> <ns1:LanguageCode>DEU</ns1:LanguageCode> <ns1:Title>Administrator Standardzugriffsprofil</ns1:Title> <ns1:Description>Vom System erzeugt</ns1:Description> </ns1:AccessProfileTranslation> </ns1:ListOfAccessProfileTranslation>

Description of Access Profile XML File Sections Description This section indicates the title and description that are displayed for the language specified by the language code. See Language Codes and Their Corresponding Languages on page 67 for more details. In this example, when the user's language is set to German (DEU) in the access profile: The title is displayed as follows: Administrator Standardzugriffsprofil The description is displayed as follows: Vom System erzeugt

<ns1:ListOfAccessProfileEntry> <ns1:AccessProfileEntry> <ns1:AccessObjectName>CustomObject10</ns1:AccessObjectName> <ns1:PermissionCode>R</ns1:PermissionCode> </ns1:AccessProfileEntry> </ns1:ListOfAccessProfileEntry>

This section describes the access rights defined on the access profile for the object or the object's related information, including the permission code. The permission code is the code corresponding to the access level for an object, for example, R, RU, CRUD and so on. For information about the Access Object Name in the XML and its associated Display Name in the user interface, see Display Names and Their Corresponding Names in the Access Profile XML File on page 68. For information about the access rights available for each object and each object's related information, see Access Levels and Their Corresponding Permission Codes in the XML File on page 131.

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Migrating Access Profiles Migrating Access Profiles

Migrating Access Profiles

The following topics provide examples of how to use the Oracle Migration Tool On Demand client with access profiles: Extracting a Single Access Profile Extracting a Single Access Profile by System Name Using a Template File Extracting All Access Profiles Extracting All Access Profiles to a Specific Location Updating or Inserting an Access Profile (Upsert)

NOTE: Back up your configuration data and all other relevant data before running the Oracle Migration Tool On Demand client.

Extracting a Single Access Profile

This topic describes how to extract a single access profile from your Oracle CRM On Demand server for your environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract a specific access profile: migrationtool -u <userID> -p <password> -s <server URL> Read AccessProfile <system

name of the access profile>

where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides.

<system name of the access profile> is the system name of the access profile that you want
to extract, for example, Administrator Default Access Profile.

Example of Extracting a Single Access Profile

The following is an example of extracting a specific access profile: Administrator Default Access Profile: migrationtool -u <userID> -p <password> -s <server URL> Read AccessProfile "Administrator Default Access Profile" NOTE: Quotation marks are required only if the access profile name contains spaces.

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Extracting a Single Access Profile by System Name Using a Template File

This topic describes how to extract a single access profile from your Oracle CRM On Demand server for your environment (customer test environment or production) by system name, using a template file.

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract a specific access profile by system name, using an access profile input file that is derived from the access profile template file: migrationtool -u <userID> -p <password> -s <server URL> Read AccessProfile <access

profile template>
where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides.

<access profile template> is an XML file that is derived from the default access profile
template file on your computer. The default access profile template (AccessProfile.xml) is located in the <install_path>\resources\template directory, for example: C:\Oracle Migration Tool On Demand\resources\template NOTE: Do not modify the default template file. If the template file is modified, a Read operation extracts only the access profile specified in the template file, bypassing what is provided on the command line. Instead, modify a copy of the default access profile.

Example of Extracting a Single Access Profile by System Name Using a Template File
The following is an example of extracting a specific access profile by system name using a template file. In this example, before you run the Oracle Migration Tool On Demand client, make a copy of the default file, AccessProfile.xml, and in the copy, add the system name of the access profile between the tags: <ns2:Name> </ns2:Name> For example: <ns2:Name>Administrator Default Access Profile</ns2:Name>) migrationtool -u <userId> -p <password> -s <server URL> Read AccessProfile "C:\Oracle Migration Tool On Demand\resources\template\MyAccessProfile.xml" By default, the template files are stored in the following directory: <path of Oracle Migration Tool>\resources\template

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Also, quotation marks are required only if the name contains spaces. If quotation marks are not surrounding the name, the Oracle Migration Tool On Demand client uses the first value and bypasses the remaining values. For example, if you have two access profiles called Admin and Admin Access Profile, and you send the following request (without quotation marks), the Oracle Migration Tool On Demand client extracts the Admin access profile, because no quotation marks are used. It uses the first value (Admin) and bypasses the rest (Access Profile): migrationtool -u <userID> -p <password> -s <server URL> Read AccessProfile Admin Access Profile

Extracting All Access Profiles

This topic describes how to extract all access profiles from your Oracle CRM On Demand environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract all access profiles: migrationtool -u <userID> -p <password> -s <server URL> ReadAll AccessProfile where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides.

Example of Extracting All Access Profiles

The following is an example of extracting all access profiles from your Oracle CRM On Demand server: migrationtool -u <userID> -p <password> -s <server URL> ReadAll AccessProfile

Extracting All Access Profiles to a Specific Location

This topic describes how to extract all access profiles from your Oracle CRM On Demand environment (customer test environment or production) to a specific location.

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract all access profiles to a specific location:

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migrationtool -u <userID> -p <password> -s <server URL> ReadAll AccessProfile <folder location> where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides. <folder location> is the directory path to the folder where the extracted access profiles are stored, for example: C:\MyAccessProfiles NOTE: If you do not specify the drive letter, the folder is created at the root of the directory where the Oracle Migration Tool On Demand client is installed.

Example of Extracting All Access Profiles to a Specific Location

The following is an example of extracting all access profiles from your Oracle CRM On Demand server to a specific folder: migrationtool -u <userID> -p <password> -s <server URL> ReadAll AccessProfile "C:\MyAccessProfiles

Updating or Inserting an Access Profile (Upsert)

This topic describes how to update a specific access profile (if it exists), or insert that access profile (if it does not exist) on your Oracle CRM On Demand environment (customer test environment or production). For the purposes of the Oracle Migration Tool On Demand client, this is known as an upsert operation. It is specified using the Upsert command. An update to an access profile is derived from the access profile system name. That is, if you run an upsert operation on an access profile where the access profile system name in the XML file is My Access Profile, and an access profile of the same name exists in the target company, the target access profile is updated. If the access profile does not exist on the target company, the access profile is inserted on the target. The matching of the access profile name is also case sensitive. For example, if the access profile system name in the XML file is MY Access Profile and the target access profile is My Access Profile (no capital Y), the MY Access Profile is inserted in the target.

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to update a specific access profile (if it exists) or insert the access profile (if it does not exist): migrationtool -u <userID> -p <password> -s <server URL> Upsert AccessProfile <Access Profile XML> where:

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<userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides. <Access Profile XML> is the fully qualified path name of the access profile XML file, for example: C:\My Files\My Profile.xml

Example of Updating or Inserting an Access Profile

The following is an example of updating a specific access profile (if it exists) or inserting that access profile (if it does not exist) in your Oracle CRM On Demand server: migrationtool -u <userID> -p <password> -s <server URL> Upsert AccessProfile "C:\My Files\My Profile.xml" NOTE: Quotation marks are required only if the name consists of spaces.

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Migrating Custom Fields

This chapter describes how to migrate custom fields using the Oracle Migration Tool On Demand client. It includes the following topics: Commands Used with Fields in the Field Management Section Elements and Sections in the Field Management XML File Migrating Custom Fields

Commands Used with Fields in the Field Management Section

Fields refer to all items under the Field Management section in the Oracle CRM On Demand user interface. Each object has its own set of fields that are derived from the functionality of the fields. Table 8 describes the Oracle Migration Tool On Demand client commands used with fields. For more information on running these commands, see Migrating Custom Fields on page 32. Table 8. Commands Used with Fields in the Oracle Migration Tool On Demand Client Description This command exports a set of fields derived from the object's system name. The values for <System Name> are listed in System Names for Record Types on page 143. This command exports all fields separated by the object name. This command updates but does not insert a set of fields in a particular object, as required. This command creates a new set of fields on a particular object.

Command Read FieldManagement <System Name>

ReadAll FieldManagement Upsert FieldManagement <path of XML file/xml file name> Create FieldManagement <path of XML file/xml file name>

NOTE: Read and ReadAll extract only the field definitions for fields that have been created by the user or preconfigured fields that have been modified. Unmodified preconfigured fields are bypassed because they exist on all company instances by default. An object with unmodified preconfigured fields or without any newly created fields contains an empty XML file. The fields of the type Web Link are not supported. All system names are listed in System Names for Record Types on page 143. You might not have certain objects available depending on how your company is set up, so some of the system names that are listed might not exist for your company.

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Elements and Sections in the Field Management XML File

Table 9 describes the elements of the Field Management XML file. Table 9. Element <ns1:ObjectName> <ns1:ListOfFields> Description of the Field Management XML File Elements Description This element contains the object's section that is being referenced. This element never changes. This element contains all the customized field definitions for the object name.

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Table 10 describes the sections of the Field Management XML file. Table 10. Sections
<ns1:Field> <ns1:Name>Account Contact Role</ns1:Name> <ns1:DisplayName>Account Roles</ns1:DisplayName> <ns1:FieldType>Text</ns1:FieldType> <ns1:IntegrationTag>Account_Contact_Role</ns1:IntegrationTag> <ns1:Required>false</ns1:Required> <ns1:ReadOnly>false</ns1:ReadOnly> <ns1:DefaultValue></ns1:DefaultValue> <ns1:FieldValidation></ns1:FieldValidation> <ns1:PostDefault>false</ns1:PostDefault> <ns1:ValidationErrorMsg></ns1:ValidationErrorMsg>

Description of the Field Management XML File Sections Field Element Description <ns1:Name> is the system name of the field, which never changes. <ns1:DisplayName> is the name in the user interface to use if no Translation Display Names are provided. <ns1:FieldType> is the type of field. <ns1:IntegrationTag> is the Integration Tag name of the field. <ns1:Required> determines if the field is a required field (true), or if it is not a required field (false). <ns1:ReadOnly> determines if the field is a read-only field (true) or if it is not a read-only field (false). <ns1:DefaultValue> is the default value of the field. <ns1:FieldValidation></ ns1:FieldValidation> contains the validation rules for the custom field. <ns1:PostDefault>false</ ns1:PostDefault> is the value assigned to the field when the record is saved. It is set to false if the user leaves the field blank, or the field is hidden from the layout, or a value has not been supplied by the integration tools. <ns1:ValidationErrorMsg></ ns1:ValidationErrorMsg> contains the error message displayed when a validation rule fails.

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Table 10. Sections

Description of the Field Management XML File Sections Field Element Description This section indicates the Display Name and Validation Error Message that are displayed for the language code. In this example, for EnglishAmerican (ENU), the display name is Roles, and the Validation Error Message is not set. For the list of language codes, see Language Codes and Their Corresponding Languages on page 67. The precedence for determining the display name is as follows:

<ns1:ListOfFieldTranslations> <ns1:FieldTranslation> <ns1:LanguageCode>ENU</ns1:LanguageCode> <ns1:DisplayName>Roles</ns1:DisplayName> <ns1:ValidationErrorMsg></ns1:ValidationErrorMsg> </ns1:FieldTranslation> </ns1:ListOfFieldTranslations>

1 2

The translation definition, if it is defined. The information contained in the <display name> tag if it is defined, and if the translation definition is not defined. The system name, if the translation definition and the <display name> are not defined.

For more information about field management, see Oracle CRM On Demand online help.

Migrating Custom Fields

The following topics provide examples of how to use the Oracle Migration Tool On Demand client to migrate field definitions: Extracting Customized Field Definitions for a Single Object's Section Extracting All Customized Field Definitions Updating or Inserting a Set of Field Definitions (Upsert) Creating a New Field Definition

NOTE: Back up your configuration data and all other relevant data before running the Oracle Migration Tool On Demand client.

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Extracting Customized Field Definitions for a Single Object's Section

This topic describes how to extract the set of customized field definitions for a single object's section from your Oracle CRM On Demand server for your environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract a single object's section: migrationtool -u <userID> -p <password> -s <server URL> Read FieldManagement <system

object name>
where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides. <system object name> is the system name of the object whose field definitions you want to extract, for example, Account Contact. A complete set of system names is listed in System Names for Record Types on page 143.

Example of Extracting Customized Field Definitions for a Single Object's Section

The following is an example of extracting the custom field definitions for the Account Contact object: migrationtool -u <userID> -p <password> -s <server URL> Read FieldManagement "Account Contact" NOTE: Quotation marks are required only if the name contains spaces.

Extracting All Customized Field Definitions

This topic describes how to extract all customized field definitions from your Oracle CRM On Demand environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract all customized field definitions: migrationtool -u <userID> -p <password> -s <server URL> ReadAll FieldManagement where:

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<userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides.

Example of Extracting All Customized Field Definitions

The following is an example of extracting all customized field definitions from your Oracle CRM On Demand server: migrationtool -u <userID> -p <password> -s <server URL> ReadAll FieldManagement

Updating or Inserting a Set of Field Definitions (Upsert)

This topic describes how to update a specific set of field definitions (if they exist) or insert those field definitions (if they do not exist) on your Oracle CRM On Demand environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to update a specific set of field definitions (if they exist), or insert those field definitions (if they do not exist): migrationtool -u <userID> -p <password> -s <server URL> Upsert FieldManagement <Field Management XML> where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides. <Field Management XML>. The fully qualified path name of the field management XML file, for example, C:\My Files\AccountContact.xml.

Example of Updating or Inserting a Set of Field Definitions

The following is an example of updating account contact field definitions (if they exist) or inserting the field definitions (if they do not exist) in your Oracle CRM On Demand server migrationtool -u <userID> -p <password> -s <server URL> Upsert FieldManagement "C:\My Files\AccountContact.xml" NOTE: Quotation marks are required only if the name contains spaces.

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Creating a New Field Definition

This topic describes how to create a new field definition for your Oracle CRM On Demand environment (customer test environment or production). NOTE: System names (that is, the value between the <ns2:Name> tag) cannot be defined by a user, and it is a required field. Any Field Management XML file extracted from a company instance always has the system name defined. A net new field is a field that has not been extracted from another instance but is defined in an XML file. To create a net new field, you must use the Create function. The Create function allows you to insert field definitions without having the system name defined.

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to create a new field definition: migrationtool -u <userID> -p <password> -s <server URL> Create FieldManagement <Field Management XML> where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides. <Field Management XML>. The fully qualified path name of the field management XML file, for example, C:\My Files\MyAccountField.xml.

Example of Creating a New Field Definition

The following is an example of creating a field definition for the Account object: migrationtool -u <userID> -p <password> -s <server URL> Create FieldManagement C:\My Files\MyAccountField.xml" NOTE: Quotation marks are required only if the name contains spaces.

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Migrating Custom Record Types

This chapter describes how to migrate custom record types using the Oracle Migration Tool On Demand client. It includes the following topics: Custom Record Types on page 37 Custom Record Types XML File on page 38 Using Oracle Migration Tool On Demand to Migrate Custom Record Types on page 39

Custom Record Types

Custom record types enable you to change the display name and associated icons for various objects. These changes are reflected in most areas of the user interface. Table 11 describes the Oracle Migration Tool On Demand client commands used with custom record types. For more information on running these commands, see Using Oracle Migration Tool On Demand to Migrate Custom Record Types on page 39. Table 11. Oracle Migration Tool On Demand Commands for Custom Record Types Description This command exports a set of fields that is derived from the system name of the object. The values for <Objectss System Name> are listed in System Names for Record Types on page 143. ReadAll CustomRecordType This command exports all fields demarcated by the object name.

Command Read CustomRecordType <Object's System Name>

Upsert CustomRecordType <path of XML file/xml file name>

This command updates or inserts a set of fields in a particular object.

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Custom Record Types XML File

Table 12 describes the elements and sections of the Field Management XML file for custom record types. Table 12. Description of Custom Record Types XML File Elements and Sections Description This element contains the system name of the object that is being referenced. This element contains the file name of the icon used by the referenced object. For the list of available icon file names, see Icons for Custom Record Types on page 133. This section indicates the singular name, the plural name, and the short name that is displayed for the language code. In this example, for EnglishAmerican (ENU), the singular name is Account, the plural name is Accounts, and the short name is Acct Validation. For the list of language codes, see Language Codes and Their Corresponding Languages on page 67. The precedence for determining the display name is as follows:

Element or Section Name <ns1:Name>

<ns1:IconName>1801.gif<ns1:IconName>

<ns1:ListOfCustomRecordTypeTranslations> <ns1:CustomRecordTypeTranslation> <ns1:LanguageCode>ENU</ns1:LanguageCode> <ns1:SingularName>Account</ns1:SingularName> <ns1:PluralName>Accounts</ns1:PluralName> <ns1:ShortName>Acct</ns1:ShortName> </ns1:CustomRecordTypeTranslation> </ns1:ListOfCustomRecordTypeTranslations>

1 2

The translation definition, if it is defined. The information contained in the <display name> tag if it is defined and if the translation definition is not defined. The system name if the translation definition and the <display name> are not defined.

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Using Oracle Migration Tool On Demand to Migrate Custom Record Types

The following topics provide examples of how to use the Oracle Migration Tool On Demand client with custom record types: Extracting the Custom Record Type for a Single Object on page 39 Extracting All Customized Record Types on page 40 Updating or Inserting a Custom Record Type (Upsert) on page 40

NOTE: Back up your configuration data and all other relevant data before running the Oracle Migration Tool On Demand client.

Extracting the Custom Record Type for a Single Object

This topic describes how to extract a custom record type for a single object from your Oracle CRM On Demand server for your environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract custom record types for a single object: migrationtool -u <userID> -p <password> -s <server URL> Read CustomRecordType <system name of the object> where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides.

<system name of the object>. The system name of the object whose custom record types you want to extract, for example, Account. A complete set of system names is listed in System Names for Record Types on page 143.

Example of Extracting the Custom Record Type for a Single Object

The following is an example of extracting the custom record types for the Account object: migrationtool -u <userID> -p <password> -s <server URL> Read CustomRecordType Account NOTE: Quotation marks are required only if the system name contains spaces.

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Extracting All Customized Record Types

This topic describes how to extract all customized record types from your Oracle CRM On Demand environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract all customized record types: migrationtool -u <userID> -p <password> -s <server URL> ReadAll CustomRecordType where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides.

Example of Extracting All Customized Record Types

The following is an example of extracting all customized record types from your Oracle CRM On Demand server: migrationtool -u <userID> -p <password> -s <server URL> ReadAll CustomRecordType

Updating or Inserting a Custom Record Type (Upsert)

This topic describes how to update a custom record type (if it exists) or insert a custom record type (if it does not exist) on your Oracle CRM On Demand environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to update a custom record type (if it exists) or insert a custom record type (if it does not exist): migrationtool -u <userID> -p <password> -s <server URL> Upsert CustomRecordType <Custom Record Type XML> where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides. <Custom Record Type XML>. The fully qualified path name of the custom record type XML file, for example, C:\My Files\MyAccount.xml.

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Example of Updating or Inserting a Custom Record Type

The following is an example of updating an Account custom record type (if it exists) or inserting an Account custom record type (if it does not exist) in your Oracle CRM On Demand server: migrationtool -u <userID> -p <password> -s <server URL> Upsert CustomRecordType "C:\My Files\MyAccount.xml" NOTE: Quotation marks are required only if the name contains spaces.

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Migrating Custom Web Tabs

This chapter describes how to migrate custom Web tabs using the Oracle Migration Tool On Demand client. It includes the following topics: Custom Web Tabs Elements and Sections in the Custom Web Tabs XML File Migrating Custom Web Tabs

Custom Web Tabs

Custom Web tabs enable you to create customized Web tabs in Oracle CRM On Demand. Table 13 describes the Oracle Migration Tool On Demand client commands used with custom Web tabs. For more information on running these commands, see Migrating Custom Web Tabs on page 45. Table 13. Commands Used with Custom Web Tabs in Oracle Migration Tool On Demand Description This command exports a single custom Web tab, derived from the custom Web tab's system name. The generated <System Name> is derived from the custom Web tab name provided by user. This command exports all custom Web tabs. This command updates or inserts a custom Web tab, as required. This command deletes a single custom Web tab derived from the custom Web tabs system name. The generated <System Name> is derived from the custom Web tab name provided by a user.

Command Read CustomWebTab <System Name>

ReadAll CustomRecordType Upsert CustomRecordType <path of XML file/xml file name> Delete CustomWebTab <System Name>

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Elements and Sections in the Custom Web Tabs XML File

Table 14 describes the elements and sections of the Custom Web Tabs XML file and the values. Table 14. Elements and Sections in Custom Web Tabs XML File Description This element contains the system name of the custom Web tab that is being referenced. This element contains the description for the custom Web tab. This element contains the URL information for the custom Web tab. This element specifies the frame height of the custom Web tab. This element specifies the frame width of the custom Web tab. This element contains the icon used for this custom Web tab. In this example, icon_custtab.gif is the graphic file that is used. This section contains the display name for the language code. In this example, for English-American (ENU), the display name is My Custom Web tab. The precedence for determining the display name is as follows: Element or Section Name <ns2:DisplayName>test</ns2:DisplayName>

<ns2:Description></ns2:Description> <ns2:Url></ns2:Url> <ns2:FrameHeight></ns2:FrameHeight> <ns2:FrameWidth></ns2:FrameWidth> <ns2:IconName>icon_custtab.gif</ns2:IconName>

<ns2:ListOfCustomWebTabTranslations> <ns2:CustomWebTabTranslation> <ns2:LanguageCode>ENU</ns2:LanguageCode <ns2:DisplayName>My Custom Web Tab</ns2:DisplayName> </ns2:CustomWebTabTranslation> </ns2:ListOfCustomWebTabTranslations>

1 2

The translation definition, if it is defined. The information contained in the <display name> tag if it is defined and if the translation definition is not defined. The system name, if the translation definition and the <display name> are not defined.

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Migrating Custom Web Tabs

The following topics provide examples of how to use the Oracle Migration Tool On Demand client to migrate custom Web tabs: Extracting a Single Custom Web Tab on page 45 Extracting All Custom Web Tabs on page 46 Updating or Inserting a Custom Web Tab (Upsert) on page 46

NOTE: Back up your configuration data and all other relevant data before running the Oracle Migration Tool On Demand client.

Extracting a Single Custom Web Tab

This topic describes how to extract a custom Web tab from your Oracle CRM On Demand server for your environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract a custom Web tab: migrationtool -u <userID> -p <password> -s <server URL> Read CustomWebTab <system name of the Custom Web tab> where: <userID>. The user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password>. The password for the user sign-in ID. <server URL>. The URL for the Oracle CRM On Demand server where your company resides. <system name of the Custom Web tab>. The system name of the Custom Web tab that you want to extract, for example, My Custom Web Tab.

Example of Extracting a Single Custom Web Tab

The following is an example of extracting a single custom Web tab: migrationtool -u <userID> -p <password> -s <server URL> Read CustomWebTab "My Custom Web Tab" NOTE: Quotation marks are required only if the name of the custom Web tab contains spaces.

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Extracting All Custom Web Tabs

This topic describes how to extract all custom Web tabs from your Oracle CRM On Demand environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract all customized record types: migrationtool -u <userID> -p <password> -s <server URL> ReadAll CustomWebTab where: <userID>. The user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password>. The password for the user sign-in ID. <server URL>. The URL for the Oracle CRM On Demand server where your company resides.

Example of Extracting All Custom Web Tabs

The following is an example of extracting all custom Web tabs from your Oracle CRM On Demand server: migrationtool -u <userID> -p <password> -s <server URL> ReadAll CustomWebTab

Updating or Inserting a Custom Web Tab (Upsert)

This topic describes how to update a custom Web tab (if it exists) or insert a custom record type (if it does not exist) on your Oracle CRM On Demand environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to update a custom Web tab (if it exists) or insert a custom record type (if it does not exist): migrationtool -u <userID> -p <password> -s <server URL> Upsert CustomWebTab <Custom

Web Tab XML>

where: <userID>. The user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password>. The password for the user sign-in ID. <server URL>. The URL for the Oracle CRM On Demand server where your company resides. <Custom Web Tab XML>. The fully qualified path name of the custom Web tab XML file, for example, C:\My Files\MyCustomWwebTab.xml.

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Example of Updating or Inserting a Custom Web Tab

The following is an example of updating a custom Web tab (if it exists) or inserting the custom Web tab (if it does not exist) in your Oracle CRM On Demand server: migrationtool -u <userID> -p <password> -s <server URL> Upsert CustomWebTab "C:\My Files\MyCustomWebTab.xml" NOTE: Quotation marks are required only if the name contains spaces.

Deleting a Single Custom Web Tab

This topic describes how to delete a custom Web tab from your Oracle CRM On Demand server for your environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to delete a custom Web tab: migrationtool -u <userID> -p <password> -s <server URL> Delete CustomWebTab <system name of the Custom Web tab> where: <userID>. The user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password>. The password for the user sign-in ID. <server URL>. The URL for the Oracle CRM On Demand server where your company resides. <system name of the Custom Web tab>. The system name of the custom Web tab that you want to delete, for example, My Custom Web Tab.

Example of Deleting a Single Custom Web Tab

The following is an example of deleting a single custom Web tab: migrationtool -u <userID> -p <password> -s <server URL> Delete CustomWebTab "My Custom Web Tab" NOTE: Quotation marks are required only if the name of the custom Web tab contains spaces.

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Migrating Picklist Values

This chapter describes how to migrate picklist values using the Oracle Migration Tool On Demand client. It includes the following topics: Picklist Values Elements and Sections in the Picklist XML File Migrating Picklist Values

Picklist Values
Picklist values are those values that you have assigned to a field of the type Picklist in Oracle CRM On Demand. Table 15 describes the Oracle Migration Tool On Demand client commands used with picklist values. For more information on running these commands, see Migrating Picklist Values on page 52. Table 15. Oracle Migration Tool On Demand Commands for Picklist Values Description This command exports a set of picklist values derived from the system name of an object. The values for <Objectss System Name> are listed in System Names for Record Types on page 143. This command exports all fields separated by the object name. This command updates or inserts a set of fields in a particular object.

Command Read Picklist <Object's System Name>

ReadAll Picklist Upsert Picklist <path of XML file/xml file name>

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Elements and Sections in the Picklist XML File

Table 16 describes the elements of the Picklist XML file. Table 16. Element <ns1:ObjectName> <ns1:ListOfPicklists> <ns1:Name>Team Role</ns2:Name> Description of Picklist XML File Elements Description This element contains the object that is being referenced. This element contains all the customized field definitions for the object name. The name of the Picklist field within the object being referenced.

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Table 17 describes the sections of the Picklist XML file. Table 17. Description of Picklist XML File Sections Description This section contains the values assigned to a picklist field: <ns1:ValueId> is the ValueId assigned to the specific picklist value. <ns1:Disabled> identifies whether the value is disabled or not. <ns1:ValueTranslation> is the section containing the language code, the value for the given language, and the order for the specific ValueID.

Section Name <ns1:ListOfPicklistValues> <ns1:PicklistValue> <ns1:ValueId>Executive Sponsor</ns1:ValueId> <ns1:Disabled>false</ns2:Disabled> <ns1:ListOfValueTranslations> <ns1:ValueTranslation> <ns1:LanguageCode>ENU</ns1:LanguageCode> <ns1:Value>Executive Sponsor</ns2:Value> <ns1:Order>2</ns1:Order> </ns1:ValueTranslation> </ns1:ListOfValueTranslations> </ns1:PicklistValue>

<ns1:ListOfFieldTranslations> <ns1:FieldTranslation> <ns1:LanguageCode>ENU</ns1:LanguageCode> <ns1:DisplayName>Roles</ns1:DisplayName> <ns1:ValidationErrorMsg></ns1:ValidationErrorMsg> </ns1:FieldTranslation> </ns1:ListOfFieldTranslations>

This section indicates the Display Name and Validation Error Message that is displayed for the language code. In this example, for EnglishAmerican (ENU), the display name is Roles, and the Validation Error Message is not set. For the list of language codes, see Language Codes and Their Corresponding Languages on page 67. The precedence for determining the display name is as follows:

1 2

The translation definition, if it is defined. The information contained in the <display name> tag if it is defined and if the translation definition is not defined. The system name if the translation definition and if the <display name> are not defined.

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Migrating Picklist Values

The following topics provide examples of how to use the Oracle Migration Tool On Demand client to migrate picklist values: Extracting All Picklist Values for an Object Extracting a Single Picklist Field Extracting All Picklist Values Updating or Inserting a Set of Picklist Values for a Specific Object (Upsert)

NOTE: Back up your configuration data and all other relevant data before running the Oracle Migration Tool On Demand client.

Extracting All Picklist Values for an Object

This topic describes how to extract all picklist values from your Oracle CRM On Demand server for your environment (customer test environment or production) for a specified object.

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract all picklist values for a specified object: migrationtool -u <userID> -p <password> -s <server URL> Read Picklist <system name of object> where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides.

<system name of object>. The system name of the object for which you want to extract the picklists, for example, Account. A complete set of system names is listed in System Names for Record Types on page 143.

Example
The following is an example of extracting the picklist values for the Account object: migrationtool -u <userID> -p <password> -s <server URL> Read Picklist Account NOTE: Quotation marks are required only if the object name contains spaces.

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Extracting a Single Picklist Field

To extract a single picklist field for an object, complete the steps in the following procedure.

To extract a single picklist field 1

Prepare an input XML file as follows: <ns2:PicklistSet xmlns:ns2="urn:/crmondemand/xml/picklist/query"> <ns2:ObjectName>ObjectName</ns2:ObjectName> <ns2:ListOfPicklists> <ns2:Picklist> <ns2:Name>PickListName</ns2:Name> </ns2:Picklist> </ns2:ListOfPicklists> </ns2:PicklistSet> where:

ObjectName is the name of the object, for example, Account. PickListName is the name of the picklist that you want to extract.

Run the Oracle Migration Tool On Demand client as follows: migrationtool -u <userID> -p <password> -s <server URL> Read Picklist <Input XML file path> For example, if your input XML file is named, MyAccountPicklist.xml: migrationtool -u <userID> -p <password> -s <server URL> Read Picklist "C:\My Files\MyAccountPicklist.xml"

Extracting All Picklist Values

This topic describes how to extract all picklist values from your Oracle CRM On Demand environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract all picklist values for all objects: migrationtool -u <userID> -p <password> -s <server URL> ReadAll Picklist where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides.

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Example of Extracting All Picklist Values

The following is an example of extracting all picklist values from your Oracle CRM On Demand server for all objects: migrationtool -u <userID> -p <password> -s <server URL> ReadAll Picklist

Updating or Inserting a Set of Picklist Values for a Specific Object (Upsert)

This topic describes how to update a set of picklist values (if the set exists) or insert a set of picklist values (if the set does not exist) in your Oracle CRM On Demand environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to update a set of picklist values (if the set exists) or insert a set of picklist values (if the set does not exist): migrationtool -u <userID> -p <password> -s <server URL> Upsert Picklist <Picklist

XML>
where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides. <Picklist XML>. The fully qualified path name of the picklist XML file, for example, C:\My Files\MyAccountPicklist.xml.

Example of Updating or Inserting a Set of Picklist Values for a Specific Object

The following is an example of updating a set of custom picklist values for an Account object (if the set exists) or inserting a set of custom picklist values (if the set does not exist) in your Oracle CRM On Demand server: migrationtool -u <userID> -p <password> -s <server URL> Upsert Picklist "C:\My Files\MyAccountPicklist.xml" NOTE: Quotation marks are required only if the path or file name contains spaces.

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Exporting Cascading Picklists

This chapter describes how to export cascading picklists using the Oracle Migration Tool On Demand client. It includes the following topics: Cascading Picklists Elements and Sections of the Cascading Picklist XML File Exporting Cascading Picklists

Cascading Picklists
Cascading picklists restrict the values of a picklist, which is the related picklist. The cascading picklist is derived from the value selected in another picklist, which is the parent picklist. Table 18 describes the Oracle Migration Tool On Demand client commands used with cascading picklists. For more information on running these commands, see Exporting Cascading Picklists on page 57. Table 18. Oracle Migration Tool On Demand Commands for Cascading Picklists Description This command exports the values for a cascading picklist derived from the system name of an object. The values for <Objectss System Name> are listed in System Names for Record Types on page 143. This command exports all cascading picklists.

Command Read CascadingPicklist <Object's System Name>

ReadAll CascadingPicklist

NOTE: The Read operation for cascading picklists reads all cascading picklists for the object name provided. The ReadAll operation for cascading picklists reads all the cascading picklists from all the objects set up for the user running the Oracle Migration Tool On Demand client. The Upsert command is not supported for cascading picklists.

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Elements and Sections of the Cascading Picklist XML File

Table 19 describes the elements of the cascading picklist XML file and the values. Table 19. Elements of Cascading Picklist XML File Description This element contains the object that is being referenced. This element contains all the cascading picklist definitions for the object name. Element Name <ns1:ObjectName> <ns1:ListOfCascadingPicklist>

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Table 20 describes the sections of the cascading picklist XML file and the values. Table 20. Sections of Cascading Picklist XML File Description This section contains the values for a cascading picklist: <ns1:CascadingPicklist> is the starting point of where the cascading picklist definition begins. <ns1:ParentPicklist> is the parent picklist that has been defined. <ns1:RelatedPicklist> is the related picklist that has been defined. <ns1:Description> is the description that has been defined. <ns1:ListOfPicklistValueAssoci ations> contains all the associations for the given cascading picklist. <ns1:PicklistValueAssociations > is the starting section for a single association for the given cascading picklist. <ns1:ParentPicklistValue> is the parent picklist value for the given cascading picklist. <ns1:RelatedPicklistValue> contains the related values for the parent picklist that has been defined.

Section Name
<ns1:CascadingPicklist> <ns1:ParentPicklist>Organization Relationship</ns1:ParentPicklist> <ns1:RelatedPicklist>Region</ns1:RelatedPicklist> <ns1:Description></ns1:Description> <ns1:ListOfPicklistValueAssociations> <ns1:PicklistValueAssociations> <ns1:ParentPicklistValue>IHN</ns1:ParentPicklistValue> <ns1:RelatedPicklistValue>East</ns1:RelatedPicklistValue> <ns1:RelatedPicklistValue>West</ns1:RelatedPicklistValue> </ns1:PicklistValueAssociations> </ns1:ListOfPicklistValueAssociations> </ns1:CascadingPicklist>

Exporting Cascading Picklists

The following topics provide examples of how to use the Oracle Migration Tool On Demand client to export cascading picklists: Extracting the Cascading Picklists for all Picklist Fields for a Named Object

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Extracting Cascading Picklists for All Objects

NOTE: Back up your configuration data and all other relevant data before running the Oracle Migration Tool On Demand client.

Extracting the Cascading Picklists for all Picklist Fields for a Named Object
This topic describes how to extract cascading picklists from your Oracle CRM On Demand server for your environment (customer test environment or production).

Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract all cascading picklists for an object: migrationtool -u <userID> -p <password> -s <server URL> Read CascadingPicklist <object name> where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides.

<object name>. The name of the object for which you are extracting the cascading picklist, for
example, Account. A complete set of object names is listed in System Names for Record Types on page 143.

Example of Extracting the Cascading Picklists for all Picklist Fields for a Named Object
The following is an example of extracting all the picklist values for the Account object: migrationtool -u <userID> -p <password> -s <server URL> Read CascadingPicklist Account NOTE: Quotation marks are required only if the object name contains spaces.

Extracting Cascading Picklists for All Objects

This topic describes how to extract all the cascading picklists from your Oracle CRM On Demand environment (customer test environment or production) for all objects set up for the user who is running the command.

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Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract all cascading picklists for all objects set up for the user running the command: migrationtool -u <userID> -p <password> -s <server URL> ReadAll CascadingPicklist where: <userID> is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password> is the password for the user sign-in ID. <server URL> is the URL for the Oracle CRM On Demand server where your company resides.

Example of Extracting Cascading Picklists for All Objects

The following is an example of extracting all cascading picklists for all objects that you have set up on your Oracle CRM On Demand server: migrationtool -u <userID> -p <password> -s <server URL> ReadAll CascadingPicklist

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Replicating Configuration Data from a Source Environment to a Target Environment

This chapter describes how to migrate all or selective configuration data from a source environment to a target environment of Oracle CRM On Demand. It includes the following topics: Replicating All Configuration Data from a Source Environment to a Target Environment Replicating Selective Configuration Data from a Source Environment to a Target Environment

Replicating All Configuration Data from a Source Environment to a Target Environment

This topic describes the Oracle Migration Tool On Demand client commands that you run to replicate all the configuration data from a source environment to a target environment of Oracle CRM On Demand. CAUTION: Most components of Oracle CRM On Demand cannot revert to their original states by using the backup copies of the configuration data. For example, after a new access profile is inserted into the target environment, it cannot be removed by using the backup copy (that is, access profiles in Oracle CRM On Demand cannot be deleted). A backup copy of the configuration data provides a reference of the target environment before applying new configuration data.

To replicate all configuration data from a source environment to a target environment 1

Open a command line window on the computer where you have installed the Oracle Migration Tool On Demand client, and navigate to the directory where you have installed it, for example: C:\Oracle Migration Tool On Demand

Back up the existing configuration data in the target environment by running the following commands: migrationtool -u <UserID> -p <password> -s <target server> ReadAll AccessProfile migrationtool -u <UserID> -p <password> -s <target server> ReadAll FieldManagement migrationtool -u <UserID> -p <password> -s <target server> ReadAll CustomRecordType migrationtool -u <UserID> -p <password> -s <target server> ReadAll CustomWebTab migrationtool -u <UserID> -p <password> -s <target server> ReadAll Picklist where:

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<userID>. The customer administration users sign-in ID for the Oracle CRM On Demand target environment where the extraction occurs. <password>. The password for the customer administration users sign-in ID.

<target server>. The URL for the Oracle CRM On Demand target server for the target
environment.

Retrieve all configuration data from the source environment by running the following commands: migrationtool -u <userID> -p <password> -s <source server> ReadAll AccessProfile migrationtool -u <userID> -p <password> -s <source server> ReadAll FieldManagement migrationtool -u <userID> -p <password> -s <source server> ReadAll CustomRecordType migrationtool -u <userID> -p <password> -s <source server> ReadAll CustomWebTab migrationtool -u <userID> -p <password> -s <source server> ReadAll Picklist where:

<userID>. The customer administration users sign-in ID for the Oracle CRM On Demand source environment where the extraction occurs. <password>. The password for the customer administration users sign-in ID.

<source server>. The URL for the Oracle CRM On Demand source server for the source
environment.

Perform an upsert operation for each XML file to the target environment by running the following commands: migrationtool -u <userID> -p <password> -s <target server> Upsert AccessProfile <Access Profile XML> migrationtool -u <userID> -p <password> -s <target server> Upsert FieldManagement <Field Management XML> migrationtool -u <userID> -p <password> -s <target server> Upsert CustomRecordType <Custom Record Type XML> migrationtool -u <userID> -p <password> -s <target server> Upsert CustomWebTab <Custom Web Tab XML> migrationtool -u <userID> -p <password> -s <target server> Upsert Picklist <Picklist XML> where:

<userID>. The customer administration users sign-in ID for the Oracle CRM On Demand environment where the upsert operation occurs. <password>. The password for the customer administration users sign-in ID.

<target server>. The URL for the Oracle CRM On Demand target server for the target
environment.

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<Access Profile XML>. The fully qualified path name of the access profile XML file, for example, C:\Oracle Migration Tool on Demand\repository\AccessProfile\MyCustomProfile.xml. <Field Management XML>. The fully qualified path name of the field management XML file, for example, C:\Oracle Migration Tool on Demand\repository\FieldManagement\MyFieldManagement.xml. <Custom Record Type XML>. The fully qualified path name of the custom record type XML file, for example, C:\Oracle Migration Tool on Demand\repository\CustomRecordType\My CustomRecordType.xml. <Custom Web Tab XML>. The fully qualified path name of the custom Web tab XML file, for example, C:\Oracle Migration Tool on Demand\repository\CustomWebTab\My CustomWwebTab.xml. <Picklist XML>. The fully qualified path name of the picklist XML file, for example, C:\Oracle Migration Tool on Demand\repository\Picklist\MyPicklist.xml.

NOTE: The upsert command must be run for each XML file that is retrieved from the source environment. For example, if ten access profile XML files are retrieved from the source environment, then ten upsert operations (one for each XML file) are required.

Replicating Selective Configuration Data from a Source Environment to a Target Environment

This topic describes the Oracle Migration Tool On Demand client commands that you run to replicate a subset of the configuration data from a source environment to a target environment of Oracle CRM On Demand. CAUTION: Most components of Oracle CRM On Demand cannot revert to their original states by using the backup copies of the configuration data. For example, after a new access profile is inserted into the target environment, it cannot be removed by using the backup copy (that is, access profiles in Oracle CRM On Demand cannot be deleted). A backup copy of the configuration data provides a reference of the target environment before applying new configuration data.

To replicate selective configuration data from a source environment to a target environment 1

Open a command line window on the computer where you have installed Oracle Migration Tool On Demand client, and navigate to the directory where you have installed it, for example, C:\Oracle Migration Tool On Demand. Back up the configuration data that you want on the target environment by running the following command: migrationtool -u <userID> -p <password> -s <target server> ReadAll <type> where:

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<userID>. The user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands. <password>. The password for the user sign-in ID.

<target server>. The URL for the Oracle CRM On Demand target server for the target
environment. <type>. The type of configuration data to be extracted from the target environment. It can be one of the following values:

AccessProfile. For Oracle CRM On Demand access profile configuration data. FieldManagement. For Oracle CRM On Demand field configuration data. CustomRecordType. For Oracle CRM On Demand record type configuration data. CustomWebTab. For Oracle CRM On Demand Web tab configuration data. Picklist. For Oracle CRM On Demand customized picklist configuration data.

Retrieve the required configuration data from the source environment by running one of the following commands:

migrationtool -u <userID> -p <password> -s <source server> ReadAll <type> migrationtool -u <userID> -p <password> -s <source server> Read <type> <metadatafilename>

where:

<userID>. The customer administration users sign-in ID for the Oracle CRM On Demand source environment where the extraction occurs. <password>. The password for the customer administration users sign-in ID.

<source server>. The URL for the Oracle CRM On Demand source server for the source
environment. <type>. The type of configuration data to be extracted from the target environment. It can be one of the following values:

AccessProfile. Specifies access profile configuration data for Oracle CRM On Demand. FieldManagement. Specifies field configuration data for Oracle CRM On Demand. CustomRecordType. Specifies record type configuration data for Oracle CRM On Demand. CustomWebTab. Specifies Web tab configuration data for Oracle CRM On Demand. Picklist. Specifies customized picklist configuration data for Oracle CRM On Demand.

<metadatafilename>. The name of the configuration data XML file to be retrieved for an access profile, for example:

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C:\Oracle Migration Tool On Demand\resources\template\AccessProfile.xml NOTE: Running the ReadAll command is a simpler way to obtain the configuration data that you require if you are planning to replicate a subset of configuration data from the source environment. For example, if you are replicating ten access profiles out of twenty, you can run one ReadAll command. However, performing a Read command is a way of retrieving the exact configuration data that you require.

Perform an upsert operation for each XML file to the target environment by running the following commands: migrationtool -u <userID> -p <password> -s <target server> Upsert AccessProfile <Access Profile XML> migrationtool -u <userID> -p <password> -s <target server> Upsert FieldManagement <Field Management XML> migrationtool -u <userID> -p <password> -s <target server> Upsert CustomRecordType <Custom Record Type XML> migrationtool -u <userID> -p <password> -s <target server> Upsert CustomWebTab <Custom Web Tab XML> migrationtool -u <userID> -p <password> -s <target server> Upsert Picklist <Picklist XML> where:

<userID>. The customer administration users sign-in ID for the Oracle CRM On Demand environment where the upsert operation occurs. <password>. The password for the customer administration users sign-in ID.

<target server>. The URL for the Oracle CRM On Demand target server for the target
environment. <Access Profile XML>. The fully qualified path name of the access profile XML file, for example, C:\Oracle Migration Tool on Demand\repository\AccessProfile\MyCustomProfile.xml. <Field Management XML>. The fully qualified path name of the field management XML file, for example, C:\Oracle Migration Tool on Demand\repository\FieldManagement\MyFieldManagement.xml. <Custom Record Type XML>. The fully qualified path name of the custom record type XML file, for example, C:\Oracle Migration Tool on Demand\repository\CustomRecordType\My CustomRecordType.xml. <Custom Web Tab XML>. The fully qualified path name of the custom Web tab XML file, for example, C:\Oracle Migration Tool on Demand\repository\CustomWebTab\My CustomWwebTab.xml.

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<Picklist XML>. The fully qualified path name of the picklist XML file, for example, C:\Oracle Migration Tool on Demand\repository\Picklist\MyPicklist.xml.

NOTE: The upsert command must be run for each XML file that is retrieved from the source environment. For example, if ten access profile XML files are retrieved from the source, then ten upsert operations (one for each XML file) are required.

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Reference Information for Oracle Migration Tool On Demand

This appendix contains the following reference information that is required when using the Oracle Migration Tool On Demand client: Language Codes and Their Corresponding Languages on page 67 Display Names and Their Corresponding Names in the Access Profile XML File on page 68 Access Levels and Their Corresponding Permission Codes in the XML File on page 131 Icons for Custom Record Types on page 133 System Names for Record Types on page 143

Language Codes and Their Corresponding Languages

Table 21 lists the three-letter language codes in Oracle CRM On Demand and their corresponding languages. Table 21. Three-Letter Language Codes and Their Corresponding Language Language Chinese (Simplified) Chinese (Traditional) Danish German English - United Kingdom English - American Spanish Finnish French Italian Japanese Korean Dutch Norwegian

Three-Letter Language Code CHS CHT DAN DEU ENG ENU ESN FIN FRA ITA JPN KOR NLD NOR

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 21.

Three-Letter Language Codes and Their Corresponding Language Language Polish Portuguese (Brazil) Portuguese Russian Swedish Thai

Three-Letter Language Code PLK PTB PTG RUS SVE THA

Display Names and Their Corresponding Names in the Access Profile XML File
This topic describes the Oracle CRM On Demand object display names in the access profile XML file and their corresponding display names in the user interface for Oracle CRM On Demand.

How to Read the Table

Table 22 contains the access object names that appear in the access profile XML file and the associated display name in the Oracle CRM On Demand user interface. In Table 22, the names without a parent name (designated by Not Applicable in the table) reference the top-level object. For example, in the following table, the table entry refers to the top-level object, Account. This object name is referenced as Account in the access profile XML file. Object Name in the Access Profile XML File Account Display Name in the User Interface Account

Parent Name Not applicable

In Table 22, the object names with a parent name reference the related information object for the object listed in the Parent Name column. For example, in the following table, the table entry refers to the Related Information object called Addresses for the Account Object. This is referenced as Acct Address in the access profile XML file: Object Name in the Access Profile XML File Acct Address Display Name in the User Interface Addresses

Parent Name Account

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Object Names and Their Corresponding Display Names in the User Interface
Table 22 lists the object names that appear in the XML file that you are working with and the corresponding display names in the user interface for Oracle CRM On Demand. The following abbreviations are used in the table: 1-M (one-to-many) 1-M-Primary (one-to-many-primary) M-M (many-to-many) M-M-Primary (many-to-many-primary) Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Not applicable CRMODLS_Sampl eLot CRMODLS_Sampl eLot Not applicable Not applicable CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 Display Name Sample Lot Sample Inventory Transaction Items Object Type Top Child Child

Table 22.

Object Name in the XML File CRMODLS_SampleLot CRMODLS_SampleLot CRMODLS_SampleInventory (Lot Num Id) CRMODLS_SampleLot CRMOD_LS_TransactionItems (LotNumber Id) CRMOD_LS_TransactionItems CustomObject10 CustomObject10 Fund (CustomObject10 Id) CustomObject10 Lead (CustomObject10 Id) CustomObject10 Service Request (CustomObject10 Id) CustomObject10 or CustomObject10 Book CustomObject10 Program (CustomObject10 Id) CustomObject10 Channel Partner (CustomObject10 Id) CustomObject10 Account (CustomObject10 Id) CustomObject10 Fund Request (CustomObject10 Id) CustomObject10 CustomObject6 (CustomObject10 Id)

Transaction Item Custom Object 10 Funds Leads Service Requests Books Partner Programs Dealers Accounts Fund Requests Custom Objects 06

Top Top 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M

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Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 Display Name Partners Custom Objects 13 Contacts Custom Objects 10 MedEd Events Households Custom Objects 11 Revenues Campaigns MDF Requests Custom Objects 04 Products Deal Registrations Custom Objects 02 Custom Objects 07 Activities Custom Objects 01 Object Type 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M Child 1-M 1-M 1-M 1-MPrimary 1-M

Object Name in the XML File CustomObject10 Partner (CustomObject10 Id) CustomObject10 CustomObject13 (CustomObject10 Id) CustomObject10 Contact (CustomObject10 Id) CustomObject10 CustomObject10 (CustomObject10 Id) CustomObject10 MedEdEvent (CustomObject10 Id) CustomObject10 Household (CustomObject10 Id) CustomObject10 CustomObject11 (CustomObject10 Id) CustomObject10 Revenue (CustomObject10 Id) CustomObject10 Campaign (CustomObject10 Id) CustomObject10 MDFRequest (CustomObject10 Id) CustomObject10 CustomObject4 (CustomObject10 Id) CustomObject10 Product (CustomObject10 Id) CustomObject10 DealRegistration (CustomObject10 Id) CustomObject10 Custom Object 2 (CustomObject10 Id) CustomObject10 CustomObject7 (CustomObject10 Id) CustomObject10 Activity (CustomObject10 Id) CustomObject10 Custom Object 1 (CustomObject10 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 CustomObject10 Not applicable CustomObject7 CustomObject7 CustomObject7 CustomObject7 Display Name Custom Objects 09 Custom Objects 12 Solutions Assets Opportunities Custom Objects 08 Portfolios Custom Objects 14 Custom Objects 05 Custom Objects 15 Special Pricing Requests Vehicles Custom Objects 03 Custom Object 07 Custom Objects 05 Dealers MDF Requests Custom Objects 02 Object Type 1-M 1-M 1-M 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M Top 1-M 1-M 1-M 1-M

Object Name in the XML File CustomObject10 CustomObject9 (CustomObject10 Id) CustomObject10 CustomObject12 (CustomObject10 Id) CustomObject10 Solution (CustomObject10 Id) CustomObject10 Asset (CustomObject10 Id) CustomObject10 Opportunity (CustomObject10 Id) CustomObject10 CustomObject8 (CustomObject10 Id) CustomObject10 Portfolio (CustomObject10 Id) CustomObject10 CustomObject14 (CustomObject10 Id) CustomObject10 CustomObject5 (CustomObject10 Id) CustomObject10 CustomObject15 (CustomObject10 Id) CustomObject10 SPRequest (CustomObject10 Id) CustomObject10 Vehicle (CustomObject10 Id) CustomObject10 Custom Object 3 (CustomObject10 Id) CustomObject7 CustomObject7 CustomObject5 (CustomObject7 Id) CustomObject7 Channel Partner (CustomObject7 Id) CustomObject7 MDFRequest (CustomObject7 Id) CustomObject7 Custom Object 2 (CustomObject7 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 Display Name Portfolios Activities Campaigns Books Products Custom Objects 11 Opportunities Custom Objects 08 MedEd Events Deal Registrations Custom Objects 12 Partners Custom Objects 01 Vehicles Households Custom Objects 04 Accounts Custom Objects 10 Object Type 1-M 1-MPrimary 1-M Child Child 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File CustomObject7 Portfolio (CustomObject7 Id) CustomObject7 Activity (CustomObject7 Id) CustomObject7 Campaign (CustomObject7 Id) CustomObject7 or CustomObject7 Book CustomObject7 Product (CustomObject7 Id) CustomObject7 CustomObject11 (CustomObject7 Id) CustomObject7 Opportunity (CustomObject7 Id) CustomObject7 CustomObject8 (CustomObject7 Id) CustomObject7 MedEdEvent (CustomObject7 Id) CustomObject7 DealRegistration (CustomObject7 Id) CustomObject7 CustomObject12 (CustomObject7 Id) CustomObject7 Partner (CustomObject7 Id) CustomObject7 Custom Object 1 (CustomObject7 Id) CustomObject7 Vehicle (CustomObject7 Id) CustomObject7 Household (CustomObject7 Id) CustomObject7 CustomObject4 (CustomObject7 Id) CustomObject7 Account (CustomObject7 Id) CustomObject7 CustomObject10 (CustomObject7 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 CustomObject7 Not applicable Campaign Display Name Special Pricing Requests Custom Objects 09 Fund Requests Service Requests Contacts Custom Objects 06 Funds Revenues Custom Objects 07 Custom Objects 14 Assets Custom Objects 03 Custom Objects 13 Partner Programs Solutions Leads Custom Objects 15 Campaign Custom Objects 03 Object Type 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M Top M-M

Object Name in the XML File CustomObject7 SPRequest (CustomObject7 Id) CustomObject7 CustomObject9 (CustomObject7 Id) CustomObject7 Fund Request (CustomObject7 Id) CustomObject7 Service Request (CustomObject7 Id) CustomObject7 Contact (CustomObject7 Id) CustomObject7 CustomObject6 (CustomObject7 Id) CustomObject7 Fund (CustomObject7 Id) CustomObject7 Revenue (CustomObject7 Id) CustomObject7 CustomObject7 (CustomObject7 Id) CustomObject7 CustomObject14 (CustomObject7 Id) CustomObject7 Asset (CustomObject7 Id) CustomObject7 Custom Object 3 (CustomObject7 Id) CustomObject7 CustomObject13 (CustomObject7 Id) CustomObject7 Program (CustomObject7 Id) CustomObject7 Solution (CustomObject7 Id) CustomObject7 Lead (CustomObject7 Id) CustomObject7 CustomObject15 (CustomObject7 Id) Campaign Camp CustObj3

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Campaign Display Name Completed Activities Leads Custom Objects 01 Custom Objects 11 Contacts Policies Financial Accounts Financial Plans Custom Objects 06 Custom Objects 15 Attachments MDF Requests Open Activities Custom Objects 14 Custom Objects 05 Custom Objects 12 Notes Custom Objects 04 Custom Objects 08 Custom Objects 10 Books Opportunities Custom Objects 02 Object Type 1-MPrimary 1-M M-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-MPrimary 1-M 1-M 1-M Child 1-M 1-M 1-M Child M-MPrimary M-M

Object Name in the XML File Camp Cmpltd Activity Camp Lead Camp CustObj1 Campaign CustomObject11 (Campaign Id) Camp Contact Campaign Policy (Campaign Id) Campaign FinancialAccount (Campaign Id) Campaign FinancialPlan (Campaign Id) Campaign CustomObject6 (Campaign Id) Campaign CustomObject15 (Campaign Id) Camp Att Campaign MDFRequest (Campaign Id) Camp Open Activity Campaign CustomObject14 (Campaign Id) Campaign CustomObject5 (Campaign Id) Campaign CustomObject12 (Campaign Id) Camp Note Campaign CustomObject4 (Campaign Id) Campaign CustomObject8 (Campaign Id) Campaign CustomObject10 (Campaign Id) Campaign or Campaign Book Camp Oppty Camp CustObj2

74

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Campaign Campaign Campaign Campaign Not applicable Book Book Not applicable Not applicable Not applicable Not applicable CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 Display Name Custom Objects 07 Custom Objects 13 Applications Custom Objects 09 Books Sub-Books Users Not applicable Plan Account Signature Custom Object 04 Partner Programs Special Pricing Requests Custom Objects 03 Custom Objects 11 Custom Objects 12 Partners Funds Custom Objects 14 Opportunities Dealers Service Requests Object Type 1-M 1-M 1-M 1-M Top 1-M Child Top Top Top Top 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-MPrimary 1-M 1-M

Object Name in the XML File Campaign CustomObject7 (Campaign Id) Campaign CustomObject13 (Campaign Id) Campaign Application (Campaign Id) Campaign CustomObject9 (Campaign Id) Book Book Sub-Book Book User User CRMODLS_BPL_ACNT CRMODLS_Signature CustomObject4 CustomObject4 Program (CustomObject4 Id) CustomObject4 SPRequest (CustomObject4 Id) CustomObject4 Custom Object 3 (CustomObject4 Id) CustomObject4 CustomObject11 (CustomObject4 Id) CustomObject4 CustomObject12 (CustomObject4 Id) CustomObject4 Partner (CustomObject4 Id) CustomObject4 Fund (CustomObject4 Id) CustomObject4 CustomObject14 (CustomObject4 Id) CustomObject4 Opportunity (CustomObject4 Id) CustomObject4 Channel Partner (CustomObject4 Id) CustomObject4 Service Request (CustomObject4 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 Display Name Custom Objects 05 Contacts Solutions Fund Requests Custom Objects 08 Custom Objects 04 Custom Objects 06 Custom Objects 01 MedEd Events Assets Portfolios Leads Custom Objects 13 Products Custom Objects 10 Households Custom Objects 02 Custom Objects 07 Object Type 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M

Object Name in the XML File CustomObject4 CustomObject5 (CustomObject4 Id) CustomObject4 Contact (CustomObject4 Id) CustomObject4 Solution (CustomObject4 Id) CustomObject4 Fund Request (CustomObject4 Id) CustomObject4 CustomObject8 (CustomObject4 Id) CustomObject4 CustomObject4 (CustomObject4 Id) CustomObject4 CustomObject6 (CustomObject4 Id) CustomObject4 Custom Object 1 (CustomObject4 Id) CustomObject4 MedEdEvent (CustomObject4 Id) CustomObject4 Asset (CustomObject4 Id) CustomObject4 Portfolio (CustomObject4 Id) CustomObject4 Lead (CustomObject4 Id) CustomObject4 CustomObject13 (CustomObject4 Id) CustomObject4 Product (CustomObject4 Id) CustomObject4 CustomObject10 (CustomObject4 Id) CustomObject4 Household (CustomObject4 Id) CustomObject4 Custom Object 2 (CustomObject4 Id) CustomObject4 CustomObject7 (CustomObject4 Id)

76

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 CustomObject4 Not applicable Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle Display Name Custom Objects 15 Activities MDF Requests Books Vehicles Revenues Campaigns Accounts Deal Registrations Custom Objects 09 Vehicle Custom Objects 01 Custom Objects 12 Custom Objects 03 Custom Objects 05 Custom Objects 13 Service Request History Custom Objects 10 Custom Objects 09 Custom Objects 06 Custom Objects 11 Custom Objects 02 Custom Objects 08 Object Type 1-M 1-MPrimary 1-M Child 1-M Child 1-M 1-M 1-M 1-M Top M-M 1-M M-M 1-M 1-M Child 1-M 1-M 1-M 1-M M-M 1-M

Object Name in the XML File CustomObject4 CustomObject15 (CustomObject4 Id) CustomObject4 Activity (CustomObject4 Id) CustomObject4 MDFRequest (CustomObject4 Id) CustomObject4 or CustomObject4 Book CustomObject4 Vehicle (CustomObject4 Id) CustomObject4 Revenue (CustomObject4 Id) CustomObject4 Campaign (CustomObject4 Id) CustomObject4 Account (CustomObject4 Id) CustomObject4 DealRegistration (CustomObject4 Id) CustomObject4 CustomObject9 (CustomObject4 Id) Vehicle Vehicle CustObj1 Vehicle CustomObject12 (Vehicle Id) Vehicle CustObj3 Vehicle CustomObject5 (Vehicle Id) Vehicle CustomObject13 (Vehicle Id) Vehicle Serv Hist Vehicle CustomObject10 (Vehicle Id) Vehicle CustomObject9 (Vehicle Id) Vehicle CustomObject6 (Vehicle Id) Vehicle CustomObject11 (Vehicle Id) Vehicle CustObj2 Vehicle CustomObject8 (Vehicle Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle Vehicle Not applicable Not applicable Policy Policy Policy Policy Policy Policy Policy Policy Policy Not applicable Not applicable Not applicable CRMOD_LS_Perio d CRMOD_LS_Perio d CRMOD_LS_Perio d Not applicable Display Name Custom Objects 14 Custom Objects 15 Contacts Custom Objects 04 Custom Objects 07 Sales History Financial Information Message Response Policy Insurance Properties Coverages Policy Holders Leads Policies Claims Service Requests Opportunities Activities Partner Special Pricing Request Damage Period Business Plans Objectives Messaging Plans Object Type 1-M 1-M M-M 1-M 1-M Child Child Top Top 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-MPrimary 1-MPrimary Top Top Top 1-M 1-M 1-M

Object Name in the XML File Vehicle CustomObject14 (Vehicle Id) Vehicle CustomObject15 (Vehicle Id) Vehicle Contact Vehicle CustomObject4 (Vehicle Id) Vehicle CustomObject7 (Vehicle Id) Vehicle Sales Hist Vehicle Fin Info CRMODLS_PCD_MSGRSP Policy Policy InsuranceProperty (Policy Id) Policy Coverage (Policy Id) Policy PolicyHolder (Policy Id) Policy Lead (Policy Id) Policy Policy (Parent Policy Id) Policy Claim (Policy Id) Policy Service Request (Policy Id) Policy Opportunity (Policy Id) Policy Activity (Policy Id) SPPartner Damage CRMOD_LS_Period CRMOD_LS_Period CRMODLS_BusinessPlan (Period Id) CRMOD_LS_Period CRMODLS_OBJECTIVE (Period Id) CRMOD_LS_Period CRMOD_LS_MessagingPlan (Effective Period Id) Solution

Solution

Top

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Solution Display Name Service Requests Custom Objects 14 Custom Objects 12 Custom Objects 03 Attachments Custom Objects 08 Solution Product Messaging Plan Items Custom Objects 04 Custom Objects 15 Custom Objects 01 Messaging Plans Books Custom Objects 10 Custom Objects 02 Custom Objects 07 Custom Objects 11 Custom Objects 05 Custom Objects 06 Products Message Responses Custom Objects 13 Messaging Plan Item Relations Custom Objects 09 Solutions Related Solutions Object Type M-M 1-M 1-M M-M Child 1-M 1-M Child 1-M 1-M M-M 1-M Child 1-M M-M 1-M 1-M 1-M 1-M Child 1-M 1-M Child 1-M 1-M M-M

Object Name in the XML File Soln SR Solution CustomObject14 (Solution Id) Solution CustomObject12 (Solution Id) Soln CustObj3 Soln Att Solution CustomObject8 (Solution (Solution Id) Soln Product Solution CRMOD_LS_MsgPlanItem (Solution Name Id) Solution CustomObject4 (Solution Id) Solution CustomObject15 (Solution Id) Soln CustObj1 Solution CRMOD_LS_MessagingPlan (Solution Id) Solution or Solution Book Solution CustomObject10 (Solution Id) Soln CustObj2 Solution CustomObject7 (Solution Id) Solution CustomObject11 (Solution Id) Solution CustomObject5 (Solution Id) Solution CustomObject6 (Solution Id) Solution Product (Solution Id) Solution CRMODLS_PCD_MSGRSP (Solution Id) Solution CustomObject13 (Solution Id) Solution CRMOD_LS_MsgPlnRel (Solution Name Id) Solution CustomObject9 (Solution Id) Solution Solution (Thumbnail Id) Soln Related Soln

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Not applicable Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Fund Request Display Name Fund Request Custom Objects 07 Custom Objects 06 Custom Objects 08 Custom Objects 15 Custom Objects 13 Completed Activities Attachments Custom Objects 04 Custom Objects 01 Custom Objects 05 Custom Objects 10 Custom Objects 11 Open Activities Custom Objects 03 Custom Objects 12 Custom Objects 09 Custom Objects 02 Custom Objects 14 Notes Object Type Top 1-M 1-M 1-M 1-M 1-M 1-MPrimary Child 1-M M-M 1-M 1-M 1-M 1-MPrimary M-M 1-M 1-M M-M 1-M Child

Object Name in the XML File Fund Request Fund Request CustomObject7 (Fund Request Id) Fund Request CustomObject6 (Fund Request Id) Fund Request CustomObject8 (Fund Request Id) Fund Request CustomObject15 (Fund Request Id) Fund Request CustomObject13 (Fund Request Id) FR Cmpltd Activity FR Att Fund Request CustomObject4 (Fund Request Id) FR CustObj1 Fund Request CustomObject5 (Fund Request Id) Fund Request CustomObject10 (Fund Request Id) Fund Request CustomObject11 (Fund Request Id) FR Open Activity FR CustObj3 Fund Request CustomObject12 (Fund Request Id) Fund Request CustomObject9 (Fund Request Id) FR CustObj2 Fund Request CustomObject14 (Fund Request Id) FR Note

80

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Fund Request Not applicable CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 Display Name Audit Trail Custom Object 08 Leads Custom Objects 13 Partner Programs Dealers Activities Custom Objects 12 Custom Objects 11 Service Requests Contacts Custom Objects 06 Custom Objects 15 Books Custom Objects 08 Custom Objects 03 Custom Objects 04 Portfolios Custom Objects 14 Object Type ReadOnly Top 1-M 1-M 1-M 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File FR Audit Trail CustomObject8 CustomObject8 Lead (CustomObject8 Id) CustomObject8 CustomObject13 (CustomObject8 Id) CustomObject8 Program (CustomObject8 Id) CustomObject8 Channel Partner (CustomObject8 Id) CustomObject8 Activity (CustomObject8 Id) CustomObject8 CustomObject12 (CustomObject8 Id) CustomObject8 CustomObject11 (CustomObject8 Id) CustomObject8 Service Request (CustomObject8 Id) CustomObject8 Contact (CustomObject8 Id) CustomObject8 CustomObject6 (CustomObject8 Id) CustomObject8 CustomObject15 (CustomObject8 Id) CustomObject8 or CustomObject8 Book CustomObject8 CustomObject8 (CustomObject8 Id) CustomObject8 Custom Object 3 (CustomObject8 Id) CustomObject8 CustomObject4 (CustomObject8 Id) CustomObject8 Portfolio (CustomObject8 Id) CustomObject8 CustomObject14 (CustomObject8 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 CustomObject8 Display Name Custom Objects 01 Revenues Assets Opportunities MDF Requests Custom Objects 07 Custom Objects 02 Products Partners Funds Deal Registrations Vehicles Special Pricing Requests MedEd Events Accounts Campaigns Custom Objects 09 Custom Objects 05 Object Type 1-M Child 1-M 1-MPrimary 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File CustomObject8 Custom Object 1 (CustomObject8 Id) CustomObject8 Revenue (CustomObject8 Id) CustomObject8 Asset (CustomObject8 Id) CustomObject8 Opportunity (CustomObject8 Id) CustomObject8 MDFRequest (CustomObject8 Id) CustomObject8 CustomObject7 (CustomObject8 Id) CustomObject8 Custom Object 2 (CustomObject8 Id) CustomObject8 Product (CustomObject8 Id) CustomObject8 Partner (CustomObject8 Id) CustomObject8 Fund (CustomObject8 Id) CustomObject8 DealRegistration (CustomObject8 Id) CustomObject8 Vehicle (CustomObject8 Id) CustomObject8 SPRequest (CustomObject8 Id) CustomObject8 MedEdEvent (CustomObject8 Id) CustomObject8 Account (CustomObject8 Id) CustomObject8 Campaign (CustomObject8 Id) CustomObject8 CustomObject9 (CustomObject8 Id) CustomObject8 CustomObject5 (CustomObject8 Id)

82

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject8 CustomObject8 CustomObject8 CustomObject8 Not applicable Not applicable CRMODLS_Invent oryAuditReport Not applicable CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 Display Name Custom Objects 10 Solutions Households Fund Requests Contact State License Inventory Audit Report Sample Inventory Object Type 1-M 1-M 1-M 1-M Top Top Child

Object Name in the XML File CustomObject8 CustomObject10 (CustomObject8 Id) CustomObject8 Solution (CustomObject8 Id) CustomObject8 Household (CustomObject8 Id) CustomObject8 Fund Request (CustomObject8 Id) CRMOD_LS_ContactLicenses CRMODLS_InventoryAuditReport CRMODLS_InventoryAuditReport CRMODLS_SampleInventory (Audit Report Id) CustomObject12 CustomObject12 Opportunity (CustomObject12 Id) CustomObject12 Activity (CustomObject12 Id) CustomObject12 Household (CustomObject12 Id) CustomObject12 Custom Object 3 (CustomObject12 Id) CustomObject12 Portfolio (CustomObject12 Id) CustomObject12 Campaign (CustomObject12 Id) CustomObject12 Solution (CustomObject12 Id) CustomObject12 CustomObject8 (CustomObject12 Id) CustomObject12 Lead (CustomObject12 Id)

Custom Object 12 Opportunities Activities Households Custom Objects 03 Portfolios Campaigns Solutions Custom Objects 08 Leads

Top 1-MPrimary 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M 1-M

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 Display Name MDF Requests Custom Objects 13 Custom Objects 11 Deal Registrations MedEd Events Fund Requests Contacts Revenues Custom Objects 12 Custom Objects 14 Service Requests Dealers Special Pricing Requests Accounts Custom Objects 09 Books Partner Programs Custom Objects 06 Object Type 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M

Object Name in the XML File CustomObject12 MDFRequest (CustomObject12 Id) CustomObject12 CustomObject13 (CustomObject12 Id) CustomObject12 CustomObject11 (CustomObject12 Id) CustomObject12 DealRegistration (CustomObject12 Id) CustomObject12 MedEdEvent (CustomObject12 Id) CustomObject12 Fund Request (CustomObject12 Id) CustomObject12 Contact (CustomObject12 Id) CustomObject12 Revenue (CustomObject12 Id) CustomObject12 CustomObject12 (CustomObject12 Id) CustomObject12 CustomObject14 (CustomObject12 Id) CustomObject12 Service Request (CustomObject12 Id) CustomObject12 Channel Partner (CustomObject12 Id) CustomObject12 SPRequest (CustomObject12 Id) CustomObject12 Account (CustomObject12 Id) CustomObject12 CustomObject9 (CustomObject12 Id) CustomObject12 or CustomObject12 Book CustomObject12 Program (CustomObject12 Id) CustomObject12 CustomObject6 (CustomObject12 Id)

84

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 CustomObject12 Not applicable Communication Communication Not applicable Not applicable CRMOD_LS_Trans actions Not applicable Display Name Funds Custom Objects 07 Partners Custom Objects 05 Custom Objects 02 Custom Objects 04 Products Vehicles Custom Objects 15 Custom Objects 10 Assets Custom Objects 01 Communication Contacts Attachments Involved Party Sample Transaction Transaction Items Object Type 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M Top M-M Child Top Top Child

Object Name in the XML File CustomObject12 Fund (CustomObject12 Id) CustomObject12 CustomObject7 (CustomObject12 Id) CustomObject12 Partner (CustomObject12 Id) CustomObject12 CustomObject5 (CustomObject12 Id) CustomObject12 Custom Object 2 (CustomObject12 Id) CustomObject12 CustomObject4 (CustomObject12 Id) CustomObject12 Product (CustomObject12 Id) CustomObject12 Vehicle (CustomObject12 Id) CustomObject12 CustomObject15 (CustomObject12 Id) CustomObject12 CustomObject10 (CustomObject12 Id) CustomObject12 Asset (CustomObject12 Id) CustomObject12 Custom Object 1 (CustomObject12 Id) Communication CCOD Activity Contact CCOD Activity Att InvolvedParty CRMOD_LS_Transactions CRMOD_LS_Transactions CRMOD_LS_TransactionItems (Sample Transaction Id) CustomObject15

Custom Object 15

Top

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 Display Name Fund Requests Revenues Assets Accounts Custom Objects 07 Activities Custom Objects 03 Custom Objects 08 Leads Custom Objects 14 MedEd Events Custom Objects 11 Custom Objects 04 Custom Objects 06 Partners Partner Programs Portfolios Object Type 1-M Child 1-M 1-M 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File CustomObject15 Fund Request (CustomObject15 Id) CustomObject15 Revenue (CustomObject15 Id) CustomObject15 Asset (CustomObject15 Id) CustomObject15 Account (CustomObject15 Id) CustomObject15 CustomObject7 (CustomObject15 Id) CustomObject15 Activity (CustomObject15 Id) CustomObject15 Custom Object 3 (CustomObject15 Id) CustomObject15 CustomObject8 (CustomObject15 Id) CustomObject15 Lead (CustomObject15 Id) CustomObject15 CustomObject14 (CustomObject15 Id) CustomObject15 MedEdEvent (CustomObject15 Id) CustomObject15 CustomObject11 (CustomObject15 Id) CustomObject15 CustomObject4 (CustomObject15 Id) CustomObject15 CustomObject6 (CustomObject15 Id) CustomObject15 Partner (CustomObject15 Id) CustomObject15 Program (CustomObject15 Id) CustomObject15 Portfolio (CustomObject15 Id)

86

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 CustomObject15 Display Name Custom Objects 10 Deal Registrations Special Pricing Requests Books Custom Objects 05 Custom Objects 12 Custom Objects 13 Vehicles Custom Objects 01 Custom Objects 09 Products Dealers Custom Objects 15 Solutions Contacts Campaigns Opportunities Households Object Type 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M 1-MPrimary 1-M

Object Name in the XML File CustomObject15 CustomObject10 (CustomObject15 Id) CustomObject15 DealRegistration (CustomObject15 Id) CustomObject15 SPRequest (CustomObject15 Id) CustomObject15 or CustomObject15 Book CustomObject15 CustomObject5 (CustomObject15 Id) CustomObject15 CustomObject12 (CustomObject15 Id) CustomObject15 CustomObject13 (CustomObject15 Id) CustomObject15 Vehicle (CustomObject15 Id) CustomObject15 Custom Object 1 (CustomObject15 Id) CustomObject15 CustomObject9 (CustomObject15 Id) CustomObject15 Product (CustomObject15 Id) CustomObject15 Channel Partner (CustomObject15 Id) CustomObject15 CustomObject15 (CustomObject15 Id) CustomObject15 Solution (CustomObject15 Id) CustomObject15 Contact (CustomObject15 Id) CustomObject15 Campaign (CustomObject15 Id) CustomObject15 Opportunity (CustomObject15 Id) CustomObject15 Household (CustomObject15 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject15 CustomObject15 CustomObject15 CustomObject15 Not applicable DealRegistration DealRegistration DealRegistration DealRegistration DealRegistration DealRegistration DealRegistration DealRegistration DealRegistration Display Name Funds MDF Requests Custom Objects 02 Service Requests Deal Registration Special Pricing Requests Custom Objects 04 Custom Objects 14 Custom Objects 11 Custom Objects 12 Custom Objects 10 Custom Objects 15 Custom Objects 01 Product Revenues Object Type 1-M 1-M 1-M 1-M Top 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child

Object Name in the XML File CustomObject15 Fund (CustomObject15 Id) CustomObject15 MDFRequest (CustomObject15 Id) CustomObject15 Custom Object 2 (CustomObject15 Id) CustomObject15 Service Request (CustomObject15 Id) DealRegistration DealRegistration SPRequest (Deal Registration Id) DealRegistration CustomObject4 (Deal Registration Id) DealRegistration CustomObject14 (Deal Registration Id) DealRegistration CustomObject11 (Deal Registration Id) DealRegistration CustomObject12 (Deal Registration Id) DealRegistration CustomObject10 (Deal Registration Id) DealRegistration CustomObject15 (Deal Registration Id) DealRegistration Custom Object 1 (Deal Registration Id) DealRegistration DealRegistrationRevenue (Deal Registration Id) DealRegistration CustomObject8 (Deal Registration Id) DealRegistration CustomObject6 (Deal Registration Id) DealRegistration CustomObject7 (Deal Registration Id)

DealRegistration DealRegistration DealRegistration

Custom Objects 08 Custom Objects 06 Custom Objects 07

1-M 1-M 1-M

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name DealRegistration DealRegistration DealRegistration DealRegistration DealRegistration DealRegistration DealRegistration DealRegistration Not applicable FinancialAccount FinancialAccount FinancialAccount FinancialAccount FinancialAccount FinancialAccount FinancialAccount FinancialAccount FinancialAccount Display Name Custom Objects 13 Custom Objects 02 Activities Custom Objects 09 Custom Objects 03 Custom Objects 05 Deal Registration Teams Books Financial Account Financial Accounts Financial Transactions Leads Financial Account Holdings Opportunities Policies Activities Service Requests Financial Account Holders Object Type 1-M 1-M 1-MPrimary 1-M 1-M 1-M Child Child Top 1-M 1-M 1-M 1-M 1-MPrimary 1-M 1-MPrimary 1-M 1-M

Object Name in the XML File DealRegistration CustomObject13 (Deal Registration Id) DealRegistration Custom Object 2 (Deal Registration Id) DealRegistration Activity (DealRegistration Id) DealRegistration CustomObject9 (Deal Registration Id) DealRegistration Custom Object 3 (Deal Registration Id) DealRegistration CustomObject5 (Deal Registration Id) DealRegistration or DealRegistrationTeam DealRegistration or DealRegistration Book FinancialAccount FinancialAccount FinancialAccount (Parent Financial Account Id) FinancialAccount FinancialTransaction (Financial Account Id) FinancialAccount Lead (Financial Account Id) FinancialAccount FinancialAccountHolding (Financial Account Id) FinancialAccount Opportunity (Financial Account Id) FinancialAccount Policy (Financial Account Id) FinancialAccount Activity (Financial Account Id) FinancialAccount Service Request (Financial Account Id) FinancialAccount FinancialAccountHolder (Financial Account Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name FinancialAccount Not applicable CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 Display Name Financial Plans Custom Object 02 Custom Objects 14 MDF Requests Partner Custom Objects 02 Deal Registrations Special Pricing Requests Open Activities Contacts Custom Objects 15 Completed Activities Custom Objects 05 Custom Objects 06 Custom Object 02 Team Portfolios Books Custom Objects 08 Custom Objects 10 Products Object Type 1-M Top 1-M 1-M M-M M-M 1-M 1-M M-MPrimary M-M 1-M M-MPrimary 1-M 1-M Child M-M Child 1-M 1-M M-M

Object Name in the XML File FinancialAccount FinancialPlan (Financial Account Id) CustObj2 Custom Object 2 CustomObject14 (Custom Object 2 Id) Custom Object 2 MDFRequest (Custom Object 2 Id) CustObj2 Partner CustObj2 CustObj2 Custom Object 2 DealRegistration (Custom Object 2 Id) Custom Object 2 SPRequest (Custom Object 2 Id) CustObj2 Open Activity CustObj2 Contact Custom Object 2 CustomObject15 (Custom Object 2 Id) CustObj2 Cmpltd Activity Custom Object 2 CustomObject5 (Custom Object 2 Id) Custom Object 2 CustomObject6 (Custom Object 2 Id) CustObj2 Team CustObj2 Portfolio CustObj2 Book Custom Object 2 CustomObject8 (Custom Object 2 Id) Custom Object 2 CustomObject10 (Custom Object 2 Id) CustObj2 Prod

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Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 CustObj2 Not applicable Partner Display Name Custom Objects 12 Service Requests Notes Campaigns Custom Objects 07 Dealers Custom Objects 03 Custom Objects 04 Custom Objects 09 MedEd Event Accounts Custom Objects 13 Solutions Leads Households Fund Requests Attachments Custom Objects 11 Vehicles Opportunities Fund Custom Objects 01 Assets Partner Custom Objects 09 Object Type 1-M M-M Child M-M 1-M M-M M-M 1-M 1-M M-M M-M 1-M M-M M-M M-M M-M Child 1-M M-M M-MPrimary M-M M-M M-M Top 1-M

Object Name in the XML File Custom Object 2 CustomObject12 (Custom Object 2 Id) CustObj2 Service Request CustObj2 Note CustObj2 Camp Custom Object 2 CustomObject7 (Custom Object 2 Id) CustObj2 Dealer CustObj2 CustObj3 Custom Object 2 CustomObject4 (Custom Object 2 Id) Custom Object 2 CustomObject9 (Custom Object 2 Id) CustObj2 MedEd CustObj2 Acct Custom Object 2 CustomObject13 (Custom Object 2 Id) CustObj2 Solution CustObj2 Lead CustObj2 Household CustObj2 Fund Request CustObj2 Att Custom Object 2 CustomObject11 (Custom Object 2 Id) CustObj2 Vehicle CustObj2 Opportunity CustObj2 Fund CustObj2 CustObj1 CustObj2 Asset Partner Partner CustomObject9 (Partner Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Display Name Contacts Custom Objects 10 Custom Objects 03 Custom Objects 13 Partner Types Program Membership Opportunity Attachments Fund Custom Objects 07 Books Custom Objects 02 Completed Activities Fund Requests Applications Custom Objects 05 Custom Objects 06 Custom Objects 15 Partner Organization Books Deal Registrations Special Pricing Requests Notes Custom Objects 04 Policies Business Plans Object Type M-M 1-M M-M 1-M Child Child Child Child Child 1-M Child M-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M Child 1-M 1-M 1-M

Object Name in the XML File Partner Contact Partner CustomObject10 (Partner Id) Partner CustObj3 Partner CustomObject13 (Partner Id) Partner PartnerType (Partner Id) Partner Programs Partner Opportunity Partner Attachment Partner Fund Partner CustomObject7 (Partner Id) Partner or Partner Book Partner CustObj2 Partner Cmpltd Activity Partner Fund Request (Principal Partner Account Id) Partner Application (Associated Partner Id) Partner CustomObject5 (Partner Id) Partner CustomObject6 (Partner Id) Partner CustomObject15 (Partner Id) Partner Book Partner DealRegistration (Partner Id) Partner SPRequest (Principal Partner Account Id) Partner Note Partner CustomObject4 (Partner Id) Partner Policy (Primary Agency Id) Partner CRMODLS_BusinessPlan (Principal Partner Id)

92

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Partner Not applicable Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Fund Display Name Custom Objects 01 Addresses Custom Objects 08 Lead Open Activities MDF Requests Partner Teams Custom Objects 12 Partner Special Pricing Requests Partner Relationships Custom Objects 14 Custom Objects 11 Account Fund Custom Objects 02 Credits Audit Trail Debits Custom Objects 06 Custom Objects 10 Custom Objects 01 Custom Objects 11 Custom Objects 08 Custom Objects 05 Custom Objects 14 Custom Objects 09 MDF Requests Object Type M-M Child 1-M Child 1-MPrimary 1-M Child 1-M Child Child 1-M 1-M Child Top M-M Child ReadOnly Child 1-M 1-M M-M 1-M 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File Partner CustObj1 Partner Address Partner CustomObject8 (Partner Id) Partner Lead Partner Open Activity Partner MDFRequest (Principal Partner Account Id) Partner or PartnerTeam Partner CustomObject12 (Partner Id) Partner SPPartner (Partner Id) Partner Rel Partner CustomObject14 (Partner Id) Partner CustomObject11 (Partner Id) Partner Account Fund Fund CustObj2 Fund Credit Fund Audit Trail Fund Debit Fund CustomObject6 (Fund Id) Fund CustomObject10 (Fund Id) Fund CustObj1 Fund CustomObject11 (Fund Id) Fund CustomObject8 (Fund Id) Fund CustomObject5 (Fund Id) Fund CustomObject14 (Fund Id) Fund CustomObject9 (Fund Id) Fund MDFRequest (Fund Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Fund Fund Fund Fund Fund Display Name Custom Objects 07 Participants Books Partner Fund Requests Object Type 1-M M-M Child Child 1-M

Object Name in the XML File Fund CustomObject7 (Fund Id) Fund Participant Fund Book Fund Partner Fund Request

Fund CustomObject15 (Fund Id) Fund Activity (Fund Id) Fund CustomObject13 (Fund Id) Fund SPRequest (Fund Id) Fund Att Fund Note Fund CustomObject4 (Fund Id) Fund CustomObject12 (Fund Id) Fund CustObj3 PartnerType PartnerType Partner (Primary Partner Type Id) CRMODLS_PlanOpportunities Quote CustomObject9 CustomObject9 Service Request (CustomObject9 Id) CustomObject9 CustomObject11 (CustomObject9 Id) CustomObject9 Campaign (CustomObject9 Id) CustomObject9 Vehicle (CustomObject9 Id)

Fund Fund Fund Fund Fund Fund Fund Fund Fund Not applicable PartnerType Not applicable Not applicable Not applicable CustomObject9 CustomObject9 CustomObject9 CustomObject9

Custom Objects 15 Activities Custom Objects 13 Special Pricing Requests Attachments Notes Custom Objects 04 Custom Objects 12 Custom Objects 03 Partner Type Partners Plan Opportunity Quote Custom Object 09 Service Requests Custom Objects 11 Campaigns Vehicles

1-M 1-MPrimary 1-M 1-M Child Child 1-M 1-M M-M Top 1-M Top Top Top 1-M 1-M 1-M 1-M

94

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 Display Name Custom Objects 08 Partner Programs Revenues Fund Requests Custom Objects 02 Custom Objects 15 Deal Registrations Custom Objects 03 Portfolios Custom Objects 06 Books Households Leads Custom Objects 07 Products Dealers Assets Custom Objects 14 Custom Objects 12 Object Type 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M

Object Name in the XML File CustomObject9 CustomObject8 (CustomObject9 Id) CustomObject9 Program (CustomObject9 Id) CustomObject9 Revenue (CustomObject9 Id) CustomObject9 Fund Request (CustomObject9 Id) CustomObject9 Custom Object 2 (CustomObject9 Id) CustomObject9 CustomObject15 (CustomObject9 Id) CustomObject9 DealRegistration (CustomObject9 Id) CustomObject9 Custom Object 3 (CustomObject9 Id) CustomObject9 Portfolio (CustomObject9 Id) CustomObject9 CustomObject6 (CustomObject9 Id) CustomObject9 or CustomObject9 Book CustomObject9 Household (CustomObject9 Id) CustomObject9 Lead (CustomObject9 Id) CustomObject9 CustomObject7 (CustomObject9 Id) CustomObject9 Product (CustomObject9 Id) CustomObject9 Channel Partner (CustomObject9 Id) CustomObject9 Asset (CustomObject9 Id) CustomObject9 CustomObject14 (CustomObject9 Id) CustomObject9 CustomObject12 (CustomObject9 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 CustomObject9 Not applicable Not applicable Not applicable Display Name Custom Objects 05 MDF Requests Custom Objects 13 Activities Custom Objects 04 Partners Special Pricing Requests Accounts Contacts Funds MedEd Events Custom Objects 10 Opportunities Solutions Custom Objects 09 Custom Objects 01 Not applicable Asset Activity Object Type 1-M 1-M 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-MPrimary 1-M 1-M 1-M Top Top Top

Object Name in the XML File CustomObject9 CustomObject5 (CustomObject9 Id) CustomObject9 MDFRequest (CustomObject9 Id) CustomObject9 CustomObject13 (CustomObject9 Id) CustomObject9 Activity (CustomObject9 Id) CustomObject9 CustomObject4 (CustomObject9 Id) CustomObject9 Partner (CustomObject9 Id) CustomObject9 SPRequest (CustomObject9 Id) CustomObject9 Account (CustomObject9 Id) CustomObject9 Contact (CustomObject9 Id) CustomObject9 Fund (CustomObject9 Id) CustomObject9 MedEdEvent (CustomObject9 Id) CustomObject9 CustomObject10 (CustomObject9 Id) CustomObject9 Opportunity (CustomObject9 Id) CustomObject9 Solution (CustomObject9 Id) CustomObject9 CustomObject9 (CustomObject9 Id) CustomObject9 Custom Object 1 (CustomObject9 Id) Company Asset Activity

96

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Activity Not applicable Display Name Samples Dropped Sample Transactions Custom Objects 09 Custom Objects 01 Custom Objects 05 Custom Objects 07 Contacts Attachments Custom Objects 12 Custom Objects 13 Solutions Custom Objects 08 Products Detailed Custom Objects 11 Custom Objects 02 Promotional Item Dropped Custom Objects 10 Users Custom Objects 04 Custom Objects 03 Custom Objects 06 Signature Message Responses Custom Objects 14 Books Custom Objects 15 Program Object Type Child 1-M 1-M M-M 1-M 1-M M-M Child 1-M 1-M M-M 1-M Child 1-M M-M Child 1-M M-M 1-M M-M 1-M Child 1-M 1-M Child 1-M Top

Object Name in the XML File Activity Samp Drop Activity CRMOD_LS_Transactions (Activity Id) Activity CustomObject9 (Activity Id) Activity CustObj1 Activity CustomObject5 (Activity Id) Activity CustomObject7 (Activity Id) Activity Contact Activity Att Activity CustomObject12 (Activity Id) Activity CustomObject13 (Activity Id) Activity Soln Activity CustomObject8 (Activity Id) Activity Prod Detail Activity CustomObject11 (Activity Id) Activity CustObj2 Activity PromItem Drop Activity CustomObject10 (Activity Id) Activity Team Activity CustomObject4 (Activity Id) Activity CustObj3 Activity CustomObject6 (Activity Id) Activity CRMODLS_Signature (Activity Id) Activity CRMODLS_PCD_MSGRSP (Activity Id) Activity CustomObject14 (Activity Id) Activity Book Activity CustomObject15 (Activity Id) Program

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Program Program Program Program Program Program Program Program Program Program Program Program Program Program Program Program Program Program Program Program Not applicable Opportunity Opportunity Opportunity Opportunity Display Name Custom Objects 05 Custom Objects 12 Deal Registrations Program Membership Fund Requests Custom Objects 06 Opportunities Custom Objects 13 Special Pricing Requests Custom Objects 08 MDF Requests Custom Objects 07 Custom Objects 10 Custom Objects 09 Applications Custom Objects 15 Books Custom Objects 14 Custom Objects 04 Custom Objects 11 Opportunity Special Pricing Requests Notes Custom Objects 10 Orders Object Type 1-M 1-M 1-M Child 1-M 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M Top 1-M Child 1-M 1-M

Object Name in the XML File Program CustomObject5 (Program Id) Program CustomObject12 (Program Id) Program DealRegistration (Partner Program Id) ProgramPartner Program Fund Request (Partner Program Id) Program CustomObject6 (Program Id) Program Opportunity (Program Id) Program CustomObject13 (Program Id) Program SPRequest (Partner Program Id) Program CustomObject8 (Program Id) Program MDFRequest (Partner Program Id) Program CustomObject7 (Program Id) Program CustomObject10 (Program Id) Program CustomObject9 (Program Id) Program Application (Partner Program Id) Program CustomObject15 (Program Id) Program Book Program CustomObject14 (Program Id) Program CustomObject4 (Program Id) Program CustomObject11 (Program Id) Opportunity Opportunity SPRequest (Opportunity Id) Oppty Note Opportunity CustomObject10 (Opportunity Id) Opportunity Order (Opportunity Id)

98

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Display Name Custom Objects 12 Custom Objects 05 Custom Objects 07 Deal Registrations Open Activities Custom Objects 15 Custom Objects 11 Opportunity Competitors Completed Activities Quotes Plan Opportunities Revenues Leads Custom Objects 09 Custom Objects 03 Opportunity Partners Custom Objects 08 Custom Objects 14 Opportunity Team Books Attachments Object Type 1-M 1-M 1-M 1-M 1-MPrimary 1-M 1-M Child 1-MPrimary 1-M Child Child 1-M 1-M M-M Child 1-M 1-M Child Child Child

Object Name in the XML File Opportunity CustomObject12 (Opportunity Id) Opportunity CustomObject5 (Opportunity Id) Opportunity CustomObject7 (Opportunity Id) Opportunity DealRegistration (Opportunity Id) Oppty Open Activity Opportunity CustomObject15 (Opportunity Id) Opportunity CustomObject11 (Opportunity Id) Oppty Competitor Oppty Cmpltd Activity Opportunity Quote (Opportunity Id) Opportunity CRMODLS_PlanOpportunities (Opportunity Id) Oppty Revenue Oppty Lead Opportunity CustomObject9 (Opportunity Id) Oppty CustObj3 Oppty Partner Opportunity CustomObject8 (Opportunity Id) Opportunity CustomObject14 (Opportunity Id) Oppty Team Oppty Book Oppty Att

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Opportunity Not applicable Not applicable CRMOD_LS_MsgPl anItem CRMOD_LS_MsgPl anItem Not applicable Not applicable InsuranceProperty InsuranceProperty Not applicable ProgramMember Not applicable Not applicable Application Application Application Display Name Custom Objects 06 Contacts Custom Objects 02 Custom Objects 01 Custom Objects 13 Audit Trail Custom Objects 04 Opportunity Assessment Plan Contact Messaging Plan Item Message Responses Messaging Plan Item Relations Messaging Plan Item Relations Insurance Property Coverages Damages Program Membership Attachments Forecast Application Books Activities Application Object Type 1-M Child M-M M-M 1-M ReadOnly 1-M 1-M Top Top 1-M Child

Object Name in the XML File Opportunity CustomObject6 (Opportunity Id) Oppty Contact Oppty CustObj2 Oppty CustObj1 Opportunity CustomObject13 (Opportunity Id) Oppty Audit Trail Opportunity CustomObject4 (Opportunity Id) Oppty Sales Assmt CRMODLS_BPL_CNTCT CRMOD_LS_MsgPlanItem CRMOD_LS_MsgPlanItem CRMODLS_PCD_MSGRSP (Plan Item Id) CRMOD_LS_MsgPlanItem CRMOD_LS_MsgPlnRel (Parent MP Item Id) CRMOD_LS_MsgPlnRel InsuranceProperty InsuranceProperty Coverage (Insured Property Id) InsuranceProperty Damage (Property Id) ProgramMember ProgramMemberAtt Forecast Application Application or Application Book Application Activity (Application Id) Application or ApplicationTeam

Top Top 1-M 1-M Top Child Top Top Child 1-MPrimary Child

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Not applicable Not applicable CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 Display Name Financial Account Holder Custom Object 05 Solutions Custom Objects 04 Special Pricing Requests Vehicles Custom Objects 14 Custom Objects 01 Activities Custom Objects 06 Custom Objects 15 Custom Objects 08 Fund Requests MDF Requests Custom Objects 02 Deal Registrations Dealers Custom Objects 13 Object Type Top Top 1-M 1-M 1-M 1-M 1-M 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File FinancialAccountHolder CustomObject5 CustomObject5 Solution (CustomObject5 Id) CustomObject5 CustomObject4 (CustomObject5 Id) CustomObject5 SPRequest (CustomObject5 Id) CustomObject5 Vehicle (CustomObject5 Id) CustomObject5 CustomObject14 (CustomObject5 Id) CustomObject5 Custom Object 1 (CustomObject5 Id) CustomObject5 Activity (CustomObject5 Id) CustomObject5 CustomObject6 (CustomObject5 Id) CustomObject5 CustomObject15 (CustomObject5 Id) CustomObject5 CustomObject8 (CustomObject5 Id) CustomObject5 Fund Request (CustomObject5 Id) CustomObject5 MDFRequest (CustomObject5 Id) CustomObject5 Custom Object 2 (CustomObject5 Id) CustomObject5 DealRegistration (CustomObject5 Id) CustomObject5 Channel Partner (CustomObject5 Id) CustomObject5 CustomObject13 (CustomObject5 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 CustomObject5 Display Name Assets Accounts Portfolios Funds Households Books Leads Custom Objects 07 Custom Objects 12 Partner Programs Opportunities Partners Custom Objects 05 Custom Objects 03 Products Custom Objects 10 Custom Objects 11 Revenues Service Requests Object Type 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-MPrimary 1-M 1-M 1-M Child 1-M 1-M Child 1-M

Object Name in the XML File CustomObject5 Asset (CustomObject5 Id) CustomObject5 Account (CustomObject5 Id) CustomObject5 Portfolio (CustomObject5 Id) CustomObject5 Fund (CustomObject5 Id) CustomObject5 Household (CustomObject5 Id) CustomObject5 or CustomObject5 Book CustomObject5 Lead (CustomObject5 Id) CustomObject5 CustomObject7 (CustomObject5 Id) CustomObject5 CustomObject12 (CustomObject5 Id) CustomObject5 Program (CustomObject5 Id) CustomObject5 Opportunity (CustomObject5 Id) CustomObject5 Partner (CustomObject5 Id) CustomObject5 CustomObject5 (CustomObject5 Id) CustomObject5 Custom Object 3 (CustomObject5 Id) CustomObject5 Product (CustomObject5 Id) CustomObject5 CustomObject10 (CustomObject5 Id) CustomObject5 CustomObject11 (CustomObject5 Id) CustomObject5 Revenue (CustomObject5 Id) CustomObject5 Service Request (CustomObject5 Id)

102

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject5 CustomObject5 CustomObject5 CustomObject5 Not applicable CRMODLS_Invent oryPeriod CRMODLS_Invent oryPeriod CRMODLS_Invent oryPeriod CRMODLS_Invent oryPeriod Not applicable Not applicable MDFRequest MDFRequest MDFRequest MDFRequest MDFRequest MDFRequest Display Name Contacts Campaigns Custom Objects 09 MedEd Events Inventory Period Sample Inventory Object Type 1-M 1-M 1-M 1-M Top Child

Object Name in the XML File CustomObject5 Contact (CustomObject5 Id) CustomObject5 Campaign (CustomObject5 Id) CustomObject5 CustomObject9 (CustomObject5 Id) CustomObject5 MedEdEvent (CustomObject5 Id) CRMODLS_InventoryPeriod CRMODLS_InventoryPeriod CRMODLS_SampleInventory (Inventory Period Id) CRMODLS_InventoryPeriod CRMOD_LS_TransactionItems (Inventory Period Id) CRMODLS_InventoryPeriod CRMODLS_InventoryAuditReport (Inventory Period Id) CRMODLS_InventoryPeriod CRMOD_LS_Transactions (Inventory Period Id) CRMODLS_SampleInventory MDFRequest MDFRequest Custom Object 3 (MDF Request Id) MDFRequest CustomObject7 (MDF Request Id) MDFRequest CustomObject10 (MDF Request Id) MDFRequest CustomObject5 (MDF Request Id) MDFRequest CustomObject15 (MDF Request Id) MDFRequest CustomObject4 (MDF Request Id)

Transaction Items

Child

Inventory Audit Reports Sample Transactions

1-M

1-M

Sample Inventory MDF Request Custom Objects 03 Custom Objects 07 Custom Objects 10 Custom Objects 05 Custom Objects 15 Custom Objects 04

Top Top 1-M 1-M 1-M 1-M 1-M 1-M

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name MDFRequest MDFRequest MDFRequest MDFRequest MDFRequest MDFRequest MDFRequest MDFRequest MDFRequest MDFRequest MDFRequest MDFRequest Not applicable Not applicable Not applicable FinancialPlan FinancialPlan FinancialPlan FinancialPlan Not applicable Display Name MDF Request Teams Custom Objects 12 Custom Objects 09 Books Custom Objects 13 Custom Objects 01 Custom Objects 08 Custom Objects 14 Custom Objects 06 Custom Objects 02 Custom Objects 11 Activities Allocation Financial Account Holding Financial Plan Service Requests Opportunities Leads Activities Modification Tracking Object Type Child 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-MPrimary Top Top Top 1-M 1-MPrimary 1-M 1-MPrimary Top

Object Name in the XML File MDFRequest or MDFRequestTeam MDFRequest CustomObject12 (MDF Request Id) MDFRequest CustomObject9 (MDF Request Id) MDFRequest or MDFRequest Book MDFRequest CustomObject13 (MDF Request Id) MDFRequest Custom Object 1 (MDF Request Id) MDFRequest CustomObject8 (MDF Request Id) MDFRequest CustomObject14 (MDF Request Id) MDFRequest CustomObject6 (MDF Request Id) MDFRequest Custom Object 2 (MDF Request Id) MDFRequest CustomObject11 (MDF Request Id) MDFRequest Activity (MDFRequest Id) CRMOD_LS_Allocation FinancialAccountHolding FinancialPlan FinancialPlan Service Request (Financial Plan Id) FinancialPlan Opportunity (Financial Plan Id) FinancialPlan Lead (Financial Plan Id) FinancialPlan Activity (Financial Plan Id) CRMODLS_ModificationLog

104

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Not applicable CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 Display Name Custom Object 03 Custom Objects 08 Custom Objects 11 Custom Object 03 Team Solutions Custom Objects 04 Service Requests Portfolios Open Activities Attachments Fund Custom Objects 05 Custom Objects 06 Custom Objects 15 Custom Objects 03 Notes Custom Objects 07 Custom Objects 14 Opportunities Books Custom Objects 13 Object Type Top 1-M 1-M Child M-M 1-M M-M M-M M-MPrimary Child M-M 1-M 1-M 1-M M-M Child 1-M 1-M M-MPrimary Child 1-M

Object Name in the XML File CustObj3 Custom Object 3 CustomObject8 (Custom Object 3 Id) Custom Object 3 CustomObject11 (Custom Object 3 Id) CustObj3 Team CustObj3 Solution Custom Object 3 CustomObject4 (Custom Object 3 Id) CustObj3 Service Request CustObj3 Portfolio CustObj3 Open Activity CustObj3 Att CustObj3 Fund Custom Object 3 CustomObject5 (Custom Object 3 Id) Custom Object 3 CustomObject6 (Custom Object 3 Id) Custom Object 3 CustomObject15 (Custom Object 3 Id) CustObj3 CustObj3 CustObj3 Note Custom Object 3 CustomObject7 (Custom Object 3 Id) Custom Object 3 CustomObject14 (Custom Object 3 Id) CustObj3 Opportunity CustObj3 Book Custom Object 3 CustomObject13 (Custom Object 3 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 CustObj3 Not applicable CRMODLS_Busine ssPlan Display Name Vehicles Households Custom Objects 12 Fund Requests Custom Objects 02 Contacts MDF Requests Campaigns Accounts Special Pricing Requests Partner Dealers Products Completed Activities Custom Objects 10 Custom Objects 01 Deal Registrations MedEd Event Leads Custom Objects 09 Assets Business Plan Objectives Object Type M-M M-M 1-M M-M M-M M-M 1-M M-M M-M 1-M M-M M-M M-M M-MPrimary 1-M M-M 1-M M-M M-M 1-M M-M Top 1-M

Object Name in the XML File CustObj3 Vehicle CustObj3 Household Custom Object 3 CustomObject12 (Custom Object 3 Id) CustObj3 Fund Request CustObj3 CustObj2 CustObj3 Contact Custom Object 3 MDFRequest (Custom Object 3 Id) CustObj3 Camp CustObj3 Acct Custom Object 3 SPRequest (Custom Object 3 Id) CustObj3 Partner CustObj3 Dealer CustObj3 Prod CustObj3 Cmpltd Activity Custom Object 3 CustomObject10 (Custom Object 3 Id) CustObj3 CustObj1 Custom Object 3 DealRegistration (Custom Object 3 Id) CustObj3 MedEd CustObj3 Lead Custom Object 3 CustomObject9 (Custom Object 3 Id) CustObj3 Asset CRMODLS_BusinessPlan CRMODLS_BusinessPlan CRMODLS_OBJECTIVE (Plan Name Id)

106

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CRMODLS_Busine ssPlan CRMODLS_Busine ssPlan CRMODLS_Busine ssPlan CRMODLS_Busine ssPlan CRMODLS_Busine ssPlan CRMODLS_Busine ssPlan Not applicable Not applicable CRMOD_LS_Mess agingPlan CRMOD_LS_Mess agingPlan CRMOD_LS_Mess agingPlan Not applicable Not applicable MedEd MedEd MedEd MedEd MedEd MedEd MedEd Display Name Plan Contacts Business Plan Teams Business Plans Object Type Child Child 1-M

Object Name in the XML File CRMODLS_BusinessPlan CRMODLS_BPL_CNTCT (Business Plan Id) CRMODLS_BusinessPlan or CRMODLS_BusinessPlanTeam CRMODLS_BusinessPlan CRMODLS_BusinessPlan (Parent Plan Name Id) CRMODLS_BusinessPlan CRMODLS_BPL_ACNT (Business Plan Id) CRMODLS_BusinessPlan CRMODLS_PlanOpportunities (Plan Id) CRMODLS_BusinessPlan Activity (Business Plan Id) SPRequestLineItem CRMOD_LS_MessagingPlan CRMOD_LS_MessagingPlan CRMODLS_PCD_MSGRSP (Plan Id) CRMOD_LS_MessagingPlan CRMOD_LS_MsgPlanItem (Parent Message Plan Id) CRMOD_LS_MessagingPlan or CRMOD_LS_MessagingPlan Book Employee MedEd MedEdEvent CustomObject4 (MedEd Id) MedEd CustObj1 MedEdEvent CustomObject10 (MedEd Id) MedEd Cmpltd Activity MedEdEvent CustomObject12 (MedEd Id) MedEdEvent CustomObject13 (MedEd Id) MedEd Open Activity

Plan Accounts Plan Opportunities Activities Special Pricing Product Messaging Plan Message Responses Messaging Plan Items Books Not applicable MedEd Event Custom Objects 04 Custom Objects 01 Custom Objects 10 Completed Activities Custom Objects 12 Custom Objects 13 Open Activities

Child Child 1-MPrimary Top Top 1-M Child

Child Top Top 1-M M-M 1-M 1-MPrimary 1-M 1-M 1-MPrimary

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name MedEd MedEd MedEd MedEd MedEd MedEd MedEd MedEd MedEd MedEd MedEd MedEd Not applicable FinancialProduct FinancialProduct FinancialProduct FinancialProduct Not applicable Account Account Account Account Account Account Account Display Name Custom Objects 07 Custom Objects 11 Custom Objects 03 Custom Objects 14 Custom Objects 02 Custom Objects 09 Custom Objects 08 Custom Objects 05 Contacts Custom Objects 06 Custom Objects 15 Books Financial Product Financial Transactions Financial Products Financial Account Holdings Coverages Account Custom Objects 15 Sub-Accounts Completed Activities Orders Custom Objects 04 Account Relationships Deal Registrations Object Type 1-M 1-M M-M 1-M M-M 1-M 1-M 1-M Child 1-M 1-M Child Top 1-M 1-M 1-M 1-M Top 1-M ReadOnly 1-MPrimary 1-M 1-M Child 1-M

Object Name in the XML File MedEdEvent CustomObject7 (MedEd Id) MedEdEvent CustomObject11 (MedEd Id) MedEd CustObj3 MedEdEvent CustomObject14 (MedEd Id) MedEd CustObj2 MedEdEvent CustomObject9 (MedEd Id) MedEdEvent CustomObject8 (MedEd Id) MedEdEvent CustomObject5 (MedEd Id) MedEd Contact MedEdEvent CustomObject6 (MedEd Id) MedEdEvent CustomObject15 (MedEd Id) Pharma ME Event or Pharma ME Event Book FinancialProduct FinancialProduct FinancialTransaction (Financial Product Id) FinancialProduct FinancialProduct (Parent Financial Product Id) FinancialProduct FinancialAccountHolding (Financial Product Id) FinancialProduct Coverage (Coverage Product Id) Account Account CustomObject15 (Account Id) Acct Sub Acct Acct Cmpltd Activity Account Order (Business Account Id) Account CustomObject4 (Account Id) Acct Rel Account DealRegistration (Customer Id)

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Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Display Name Plan Accounts Revenues Contacts Assets Addresses Message Responses Financial Account Holders Financial Plans Custom Objects 05 Custom Objects 03 Calls Policy Holders Custom Objects 07 Claims Books Attachments Portfolios Opportunities Custom Objects 10 Custom Objects 11 Quotes Special Pricing Requests Account Team Leads Object Type Child Child M-M 1-M Child 1-M 1-M 1-M 1-M M-M 1-MPrimary 1-M 1-M 1-M Child Child 1-M 1-MPrimary 1-M 1-M 1-M 1-M Child 1-M

Object Name in the XML File Account CRMODLS_BPL_ACNT (Account ID Id) Acct Revenue Acct Contact Acct Asset Acct Address Account CRMODLS_PCD_MSGRSP (Account Id) Account FinancialAccountHolder (Business Account Id) Account FinancialPlan (Business Account Id) Account CustomObject5 (Account Id) Acct CustObj3 Acct Call Account PolicyHolder (Business Account Holder Id) Account CustomObject7 (Account Id) Account Claim (Business Account Id) Acct Book Acct Att Acct Portfolio Acct Oppty Account CustomObject10 (Account Id) Account CustomObject11 (Account Id) Account Quote (Business Account Id) Account SPRequest (End Customer Id) Acct Team Acct Lead

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Account Not applicable Smart Call Smart Call Smart Call Not applicable Not applicable CustObj1 Display Name Custom Objects 13 Financial Accounts Custom Objects 08 Financial Accounts Custom Objects 14 Custom Objects 06 Open Activities Custom Objects 09 Objectives Vehicles Policies Financial Accounts Service Requests Notes Custom Objects 02 Custom Objects 12 Account Partners Custom Objects 01 Account Competitors Smart Call Samples Dropped Promotional Item Dropped Products Detailed Policy Holder Custom Object 01 Products Object Type 1-M 1-M 1-M 1-M 1-M 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M Child M-M 1-M Child M-M Child Top Child Child Child Top Top M-M

Object Name in the XML File Account CustomObject13 (Account Id) Account FinancialAccount (Branch Id) Account CustomObject8 (Account Id) Account FinancialAccount (Business Account Id) Account CustomObject14 (Account Id) Account CustomObject6 (Account Id) Acct Open Activity Account CustomObject9 (Account Id) Account CRMODLS_OBJECTIVE (Account Name Id) Acct Vehicle Account Policy (Business Account Id) Account FinancialAccount (Held Away Institution Id) Acct SR Acct Note Acct CustObj2 Account CustomObject12 (Account Id) Acct Partner Acct CustObj1 Acct Competitor Smart Call SC Samp Drop SC PromItem Drop SC Prod Detail PolicyHolder CustObj1 CustObj1 Prod

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Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 Display Name Partner Custom Objects 04 Custom Objects 03 Books Custom Objects 05 Custom Objects 15 Special Pricing Requests Completed Activities Custom Objects 13 Deal Registrations Open Activities Custom Objects 01 Campaigns Custom Objects 08 Custom Objects 07 Custom Objects 14 Notes MedEd Event Custom Objects 11 Households Custom Objects 02 Object Type M-M 1-M M-M Child 1-M 1-M 1-M M-MPrimary 1-M 1-M M-MPrimary M-M M-M 1-M 1-M 1-M Child M-M 1-M M-M M-M

Object Name in the XML File CustObj1 Partner Custom Object 1 CustomObject4 (Custom Object 1 Id) CustObj1 CustObj3 CustObj1 Book Custom Object 1 CustomObject5 (Custom Object 1 Id) Custom Object 1 CustomObject15 (Custom Object 1 Id) Custom Object 1 SPRequest (Custom Object 1 Id) CustObj1 Cmpltd Activity Custom Object 1 CustomObject13 (Custom Object 1 Id) Custom Object 1 DealRegistration (Custom Object 1 Id) CustObj1 Open Activity CustObj1 CustObj1 CustObj1 Camp Custom Object 1 CustomObject8 (Custom Object 1 Id) Custom Object 1 CustomObject7 (Custom Object 1 Id) Custom Object 1 CustomObject14 (Custom Object 1 Id) CustObj1 Note CustObj1 MedEd Custom Object 1 CustomObject11 (Custom Object 1 Id) CustObj1 Household CustObj1 CustObj2

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 CustObj1 Not applicable Lead Lead Lead Lead Display Name Custom Objects 06 Portfolios Fund Requests Fund Custom Objects 12 Custom Objects 09 Service Requests Leads Contacts MDF Requests Accounts Custom Objects 10 Vehicles Custom Object 01 Team Solutions Dealers Attachments Assets Opportunities Lead Custom Objects 05 Lead Assessment Open Activities Custom Objects 10 Object Type 1-M M-M M-M M-M 1-M 1-M M-M M-M M-M 1-M M-M 1-M M-M Child M-M M-M Child M-M M-MPrimary Top 1-M 1-M 1-MPrimary 1-M

Object Name in the XML File Custom Object 1 CustomObject6 (Custom Object 1 Id) CustObj1 Portfolio CustObj1 Fund Request CustObj1 Fund Custom Object 1 CustomObject12 (Custom Object 1 Id) Custom Object 1 CustomObject9 (Custom Object 1 Id) CustObj1 Service Request CustObj1 Lead CustObj1 Contact Custom Object 1 MDFRequest (Custom Object 1 Id) CustObj1 Acct Custom Object 1 CustomObject10 (Custom Object 1 Id) CustObj1 Vehicle CustObj1 Team CustObj1 Solution CustObj1 Dealer CustObj1 Att CustObj1 Asset CustObj1 Opportunity Lead Lead CustomObject5 (Lead Id) Lead Sales Assmt Lead Open Activity Lead CustomObject10 (Lead Id)

112

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Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Lead Lead Lead Lead Lead Lead Lead Lead Lead Lead Lead Lead Lead Lead Lead Lead Lead Not applicable CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 Display Name Custom Objects 09 Custom Objects 01 Custom Objects 04 Books Custom Objects 14 Custom Objects 06 Partner Custom Objects 08 Custom Objects 13 Completed Activities Custom Objects 03 Custom Objects 15 Custom Objects 11 Custom Objects 02 Attachments Custom Objects 07 Custom Objects 12 Custom Object 06 Custom Objects 02 Campaigns Custom Objects 09 Funds Partner Programs Accounts Custom Objects 03 Object Type 1-M M-M 1-M Child 1-M 1-M Child 1-M 1-M 1-MPrimary M-M 1-M 1-M M-M Child 1-M 1-M Top 1-M 1-M 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File Lead CustomObject9 (Lead Id) Lead CustObj1 Lead CustomObject4 (Lead Id) Lead Book Lead CustomObject14 (Lead Id) Lead CustomObject6 (Lead Id) Lead Partner Lead CustomObject8 (Lead Id) Lead CustomObject13 (Lead Id) Lead Cmpltd Activity Lead CustObj3 Lead CustomObject15 (Lead Id) Lead CustomObject11 (Lead Id) Lead CustObj2 Lead Att Lead CustomObject7 (Lead Id) Lead CustomObject12 (Lead Id) CustomObject6 CustomObject6 Custom Object 2 (CustomObject6 Id) CustomObject6 Campaign (CustomObject6 Id) CustomObject6 CustomObject9 (CustomObject6 Id) CustomObject6 Fund (CustomObject6 Id) CustomObject6 Program (CustomObject6 Id) CustomObject6 Account (CustomObject6 Id) CustomObject6 Custom Object 3 (CustomObject6 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 Display Name Leads Custom Objects 04 Dealers Opportunities Solutions Custom Objects 06 MDF Requests Custom Objects 13 Custom Objects 11 Special Pricing Requests Contacts Custom Objects 15 Households Products Deal Registrations Portfolios Custom Objects 10 Activities Object Type 1-M 1-M 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-MPrimary

Object Name in the XML File CustomObject6 Lead (CustomObject6 Id) CustomObject6 CustomObject4 (CustomObject6 Id) CustomObject6 Channel Partner (CustomObject6 Id) CustomObject6 Opportunity (CustomObject6 Id) CustomObject6 Solution (CustomObject6 Id) CustomObject6 CustomObject6 (CustomObject6 Id) CustomObject6 MDFRequest (CustomObject6 Id) CustomObject6 CustomObject13 (CustomObject6 Id) CustomObject6 CustomObject11 (CustomObject6 Id) CustomObject6 SPRequest (CustomObject6 Id) CustomObject6 Contact (CustomObject6 Id) CustomObject6 CustomObject15 (CustomObject6 Id) CustomObject6 Household (CustomObject6 Id) CustomObject6 Product (CustomObject6 Id) CustomObject6 DealRegistration (CustomObject6 Id) CustomObject6 Portfolio (CustomObject6 Id) CustomObject6 CustomObject10 (CustomObject6 Id) CustomObject6 Activity (CustomObject6 Id)

114

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 CustomObject6 Not applicable FinancialTransacti on FinancialTransacti on Not applicable Not applicable Display Name Vehicles MedEd Events Custom Objects 01 Fund Requests Custom Objects 07 Custom Objects 14 Assets Books Custom Objects 08 Service Requests Custom Objects 12 Partners Custom Objects 05 Revenues Financial Transaction Service Requests Financial Transactions Sample Disclaimer Custom Object 11 Object Type 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M Child Top 1-M 1-M Top Top

Object Name in the XML File CustomObject6 Vehicle (CustomObject6 Id) CustomObject6 MedEdEvent (CustomObject6 Id) CustomObject6 Custom Object 1 (CustomObject6 Id) CustomObject6 Fund Request (CustomObject6 Id) CustomObject6 CustomObject7 (CustomObject6 Id) CustomObject6 CustomObject14 (CustomObject6 Id) CustomObject6 Asset (CustomObject6 Id) CustomObject6 or CustomObject6 Book CustomObject6 CustomObject8 (CustomObject6 Id) CustomObject6 Service Request (CustomObject6 Id) CustomObject6 CustomObject12 (CustomObject6 Id) CustomObject6 Partner (CustomObject6 Id) CustomObject6 CustomObject5 (CustomObject6 Id) CustomObject6 Revenue (CustomObject6 Id) FinancialTransaction FinancialTransaction Service Request (Financial Transaction Id) FinancialTransaction FinancialTransaction (Financial Transaction Parent Id) CRMODLS_SIGNDISC CustomObject11

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 Display Name Opportunities Leads Custom Objects 04 MedEd Events Custom Objects 15 Households Custom Objects 03 Custom Objects 06 Custom Objects 10 Books Partners Activities Service Requests Custom Objects 12 Custom Objects 13 Dealers Special Pricing Requests Custom Objects 09 Object Type 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File CustomObject11 Opportunity (CustomObject11 Id) CustomObject11 Lead (CustomObject11 Id) CustomObject11 CustomObject4 (CustomObject11 Id) CustomObject11 MedEdEvent (CustomObject11 Id) CustomObject11 CustomObject15 (CustomObject11 Id) CustomObject11 Household (CustomObject11 Id) CustomObject11 Custom Object 3 (CustomObject11 Id) CustomObject11 CustomObject6 (CustomObject11 Id) CustomObject11 CustomObject10 (CustomObject11 Id) CustomObject11 or CustomObject11 Book CustomObject11 Partner (CustomObject11 Id) CustomObject11 Activity (CustomObject11 Id) CustomObject11 Service Request (CustomObject11 Id) CustomObject11 CustomObject12 (CustomObject11 Id) CustomObject11 CustomObject13 (CustomObject11 Id) CustomObject11 Channel Partner (CustomObject11 Id) CustomObject11 SPRequest (CustomObject11 Id) CustomObject11 CustomObject9 (CustomObject11 Id)

116

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 CustomObject11 Display Name Products Deal Registrations Partner Programs Fund Requests Accounts Portfolios Revenues Vehicles Custom Objects 05 Funds Custom Objects 11 Assets Custom Objects 02 Campaigns Solutions MDF Requests Custom Objects 07 Object Type Child 1-M 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File CustomObject11 Product (CustomObject11 Id) CustomObject11 DealRegistration (CustomObject11 Id) CustomObject11 Program (CustomObject11 Id) CustomObject11 Fund Request (CustomObject11 Id) CustomObject11 Account (CustomObject11 Id) CustomObject11 Portfolio (CustomObject11 Id) CustomObject11 Revenue (CustomObject11 Id) CustomObject11 Vehicle (CustomObject11 Id) CustomObject11 CustomObject5 (CustomObject11 Id) CustomObject11 Fund (CustomObject11 Id) CustomObject11 CustomObject11 (CustomObject11 Id) CustomObject11 Asset (CustomObject11 Id) CustomObject11 Custom Object 2 (CustomObject11 Id) CustomObject11 Campaign (CustomObject11 Id) CustomObject11 Solution (CustomObject11 Id) CustomObject11 MDFRequest (CustomObject11 Id) CustomObject11 CustomObject7 (CustomObject11 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject11 CustomObject11 CustomObject11 CustomObject11 Not applicable Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Display Name Contacts Custom Objects 08 Custom Objects 14 Custom Objects 01 Contact Policy Holders Custom Objects 06 Accounts Referrals Custom Objects 02 Custom Objects 07 Portfolios Open Activities Leads Calls Custom Objects 08 Contact State Licenses Service Requests Contact Relationships Signature Custom Objects 12 Custom Objects 13 Custom Objects 09 Households Object Type 1-M 1-M 1-M 1-M Top 1-M 1-M M-M 1-M M-M 1-M Child M-MPrimary 1-M M-MPrimary 1-M 1-M 1-M Child Child 1-M 1-M 1-M M-M

Object Name in the XML File CustomObject11 Contact (CustomObject11 Id) CustomObject11 CustomObject8 (CustomObject11 Id) CustomObject11 CustomObject14 (CustomObject11 Id) CustomObject11 Custom Object 1 (CustomObject11 Id) Contact Contact PolicyHolder (Contact Holder Id) Contact CustomObject6 (Contact Id) Contact Acct Contact Referrals Contact CustObj2 Contact CustomObject7 (Contact Id) Contact Portfolio Contact Open Activity Contact Lead Contact Call Contact CustomObject8 (Contact Id) Contact CRMOD_LS_ContactLicenses (Contact Id) Contact SR Contact Rel Contact CRMODLS_Signature (Contact Id) Contact CustomObject12 (Contact Id) Contact CustomObject13 (Contact Id) Contact CustomObject9 (Contact Id) Contact Household

118

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Display Name Financial Accounts MedEd Event Custom Objects 03 Message Responses Custom Objects 10 Financial Plans Objectives Contact Best Times Attachments Claims Coverages Contact Assessment Completed Activities Campaigns Involved Parties Policies Plan Contacts Custom Objects 05 Custom Objects 14 Vehicles Custom Objects 15 Deal Registrations Revenues Assets Financial Account Holders Object Type 1-M ReadOnly M-M 1-M 1-M 1-M 1-M Child Child 1-M 1-M 1-M M-MPrimary 1-M 1-M 1-M Child 1-M 1-M M-M 1-M 1-M Child M-M 1-M

Object Name in the XML File Contact FinancialAccount (Financial Advisor Id) Contact Med Ed Contact CustObj3 Contact CRMODLS_PCD_MSGRSP (Contact Id) Contact CustomObject10 (Contact Id) Contact FinancialPlan (Contact Id) Contact CRMODLS_OBJECTIVE (Contact Name Id) ContactBestTimes Contact Att Contact Claim (Contact Id) Contact Coverage (Contact Id) Contact Sales Assmt Contact Cmpltd Activity Contact Camp Contact InvolvedParty (Contact Id) Contact Policy (Primary Agent Id) Contact CRMODLS_BPL_CNTCT (Contact Id) Contact CustomObject5 (Contact Id) Contact CustomObject14 (Contact Id) Contact Vehicle Contact CustomObject15 (Contact Id) Contact DealRegistration (Associated Contact Id) Contact Revenue Contact Asset Contact FinancialAccountHolder (Financial Account Holder Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Contact Contact Contact Contact Contact Contact Contact Contact Contact Contact Not applicable CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 Display Name Custom Objects 04 Custom Objects 11 Opportunities Financial Accounts Contact Team Notes Contact Interests Custom Objects 01 Books Addresses Custom Object 14 Partners Partner Programs Assets Activities Custom Objects 02 Funds Fund Requests Portfolios Custom Objects 04 MedEd Events Object Type 1-M 1-M M-MPrimary 1-M Child Child Child M-M Child Child Top 1-M 1-M 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File Contact CustomObject4 (Contact Id) Contact CustomObject11 (Contact Id) Contact Oppty Contact FinancialAccount (Account Holder Id) Contact Team Contact Note Contact Interest Contact CustObj1 Contact Book Contact Addr CustomObject14 CustomObject14 Partner (CustomObject14 Id) CustomObject14 Program (CustomObject14 Id) CustomObject14 Asset (CustomObject14 Id) CustomObject14 Activity (CustomObject14 Id) CustomObject14 Custom Object 2 (CustomObject14 Id) CustomObject14 Fund (CustomObject14 Id) CustomObject14 Fund Request (CustomObject14 Id) CustomObject14 Portfolio (CustomObject14 Id) CustomObject14 CustomObject4 (CustomObject14 Id) CustomObject14 MedEdEvent (CustomObject14 Id)

120

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 Display Name Custom Objects 08 Contacts Custom Objects 15 Custom Objects 11 Revenues Service Requests Dealers Custom Objects 09 Households Products Custom Objects 01 Solutions Custom Objects 12 Custom Objects 07 Custom Objects 14 Custom Objects 10 Special Pricing Requests Object Type 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File CustomObject14 CustomObject8 (CustomObject14 Id) CustomObject14 Contact (CustomObject14 Id) CustomObject14 CustomObject15 (CustomObject14 Id) CustomObject14 CustomObject11 (CustomObject14 Id) CustomObject14 Revenue (CustomObject14 Id) CustomObject14 Service Request (CustomObject14 Id) CustomObject14 Channel Partner (CustomObject14 Id) CustomObject14 CustomObject9 (CustomObject14 Id) CustomObject14 Household (CustomObject14 Id) CustomObject14 Product (CustomObject14 Id) CustomObject14 Custom Object 1 (CustomObject14 Id) CustomObject14 Solution (CustomObject14 Id) CustomObject14 CustomObject12 (CustomObject14 Id) CustomObject14 CustomObject7 (CustomObject14 Id) CustomObject14 CustomObject14 (CustomObject14 Id) CustomObject14 CustomObject10 (CustomObject14 Id) CustomObject14 SPRequest (CustomObject14 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 CustomObject14 Not applicable Not applicable Not applicable CustomObject13 CustomObject13 CustomObject13 CustomObject13 Display Name Vehicles Custom Objects 03 Custom Objects 05 Custom Objects 06 Opportunities Custom Objects 13 Campaigns Accounts MDF Requests Deal Registrations Books Leads Order Product Revenue Custom Object 13 Vehicles Products Assets Custom Objects 13 Object Type 1-M 1-M 1-M 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M Child 1-M Top Top Top 1-M Child 1-M 1-M

Object Name in the XML File CustomObject14 Vehicle (CustomObject14 Id) CustomObject14 Custom Object 3 (CustomObject14 Id) CustomObject14 CustomObject5 (CustomObject14 Id) CustomObject14 CustomObject6 (CustomObject14 Id) CustomObject14 Opportunity (CustomObject14 Id) CustomObject14 CustomObject13 (CustomObject14 Id) CustomObject14 Campaign (CustomObject14 Id) CustomObject14 Account (CustomObject14 Id) CustomObject14 MDFRequest (CustomObject14 Id) CustomObject14 DealRegistration (CustomObject14 Id) CustomObject14 or CustomObject14 Book CustomObject14 Lead (CustomObject14 Id) Order DealRegistrationRevenue CustomObject13 CustomObject13 Vehicle (CustomObject13 Id) CustomObject13 Product (CustomObject13 Id) CustomObject13 Asset (CustomObject13 Id) CustomObject13 CustomObject13 (CustomObject13 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 Display Name Activities Custom Objects 12 Custom Objects 15 Revenues Portfolios MDF Requests Contacts Custom Objects 06 Custom Objects 01 Funds Books Accounts Opportunities Solutions Custom Objects 08 Leads Custom Objects 05 Partner Programs Object Type 1-MPrimary 1-M 1-M Child 1-M 1-M 1-M 1-M 1-M 1-M Child 1-M 1-MPrimary 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File CustomObject13 Activity (CustomObject13 Id) CustomObject13 CustomObject12 (CustomObject13 Id) CustomObject13 CustomObject15 (CustomObject13 Id) CustomObject13 Revenue (CustomObject13 Id) CustomObject13 Portfolio (CustomObject13 Id) CustomObject13 MDFRequest (CustomObject13 Id) CustomObject13 Contact (CustomObject13 Id) CustomObject13 CustomObject6 (CustomObject13 Id) CustomObject13 Custom Object 1 (CustomObject13 Id) CustomObject13 Fund (CustomObject13 Id) CustomObject13 or CustomObject13 Book CustomObject13 Account (CustomObject13 Id) CustomObject13 Opportunity (CustomObject13 Id) CustomObject13 Solution (CustomObject13 Id) CustomObject13 CustomObject8 (CustomObject13 Id) CustomObject13 Lead (CustomObject13 Id) CustomObject13 CustomObject5 (CustomObject13 Id) CustomObject13 Program (CustomObject13 Id)

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 CustomObject13 Not applicable Display Name Custom Objects 07 Custom Objects 10 Custom Objects 09 Campaigns Deal Registrations Custom Objects 02 Partners MedEd Events Custom Objects 11 Fund Requests Households Custom Objects 03 Custom Objects 04 Service Requests Dealers Custom Objects 14 Special Pricing Requests Dealer Object Type 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M 1-M Top

Object Name in the XML File CustomObject13 CustomObject7 (CustomObject13 Id) CustomObject13 CustomObject10 (CustomObject13 Id) CustomObject13 CustomObject9 (CustomObject13 Id) CustomObject13 Campaign (CustomObject13 Id) CustomObject13 DealRegistration (CustomObject13 Id) CustomObject13 Custom Object 2 (CustomObject13 Id) CustomObject13 Partner (CustomObject13 Id) CustomObject13 MedEdEvent (CustomObject13 Id) CustomObject13 CustomObject11 (CustomObject13 Id) CustomObject13 Fund Request (CustomObject13 Id) CustomObject13 Household (CustomObject13 Id) CustomObject13 Custom Object 3 (CustomObject13 Id) CustomObject13 CustomObject4 (CustomObject13 Id) CustomObject13 Service Request (CustomObject13 Id) CustomObject13 Channel Partner (CustomObject13 Id) CustomObject13 CustomObject14 (CustomObject13 Id) CustomObject13 SPRequest (CustomObject13 Id) Dealer

124

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Dealer Display Name Custom Objects 11 Custom Objects 13 Notes Custom Objects 01 Completed Activities Open Activities Attachments Custom Objects 14 Vehicles Custom Objects 07 Sales Hours Service Requests Custom Objects 02 Contacts Custom Objects 06 Territories Custom Objects 12 Opportunities Custom Objects 03 Custom Objects 05 Service Request Hours Makes Object Type 1-M 1-M Child M-M 1-MPrimary 1-MPrimary Child 1-M 1-M 1-M Child M-M M-M M-M 1-M Child 1-M 1-MPrimary M-M 1-M Child Child

Object Name in the XML File Channel Partner CustomObject11 (Dealer Id) Channel Partner CustomObject13 (Dealer Id) Dealer Note Dealer CustObj1 Dealer Cmpltd Activity Dealer Open Activity Dealer Att Channel Partner CustomObject14 (Dealer Id) Dealer Vehicle Channel Partner CustomObject7 (Dealer Id) Dealer Sales Hours Dealer SR Dealer CustObj2 Dealer Contact Channel Partner CustomObject6 (Dealer Id) Dealer Terr Channel Partner CustomObject12 (Dealer Id) Dealer Oppty Dealer CustObj3 Channel Partner CustomObject5 (Dealer Id) Dealer Service Hours Dealer Makes

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Dealer Dealer Dealer Dealer Dealer Dealer Dealer Not applicable Sales Assmt Not applicable Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Display Name Addresses Custom Objects 10 Custom Objects 09 Custom Objects 08 Custom Objects 04 Custom Objects 15 Books Assessment Values Portfolio Custom Objects 07 Custom Objects 10 Custom Objects 06 Open Activities Completed Activities Custom Objects 12 Financial Plans Books Custom Objects 02 Custom Objects 11 Custom Objects 04 Custom Objects 13 Custom Objects 09 Custom Objects 08 Object Type Child 1-M 1-M 1-M 1-M 1-M Child Top Child Top 1-M 1-M 1-M 1-MPrimary 1-MPrimary 1-M 1-M Child M-M 1-M 1-M 1-M 1-M 1-M

Object Name in the XML File Dealer Addr Channel Partner CustomObject10 (Dealer Id) Channel Partner CustomObject9 (Dealer Id) Channel Partner CustomObject8 (Dealer Id) Channel Partner CustomObject4 (Dealer Id) Channel Partner CustomObject15 (Dealer Id) Dealer Book Sales Assmt SA Value Portfolio Portfolio CustomObject7 (Portfolio Id) Portfolio CustomObject10 (Portfolio Id) Portfolio CustomObject6 (Portfolio Id) Portfolio Open Activity Portfolio Cmpltd Activity Portfolio CustomObject12 (Portfolio Id) Portfolio FinancialPlan (Portfolio Id) Portfolio Book Portfolio CustObj2 Portfolio CustomObject11 (Portfolio Id) Portfolio CustomObject4 (Portfolio Id) Portfolio CustomObject13 (Portfolio Id) Portfolio CustomObject9 (Portfolio Id) Portfolio CustomObject8 (Portfolio Id)

126

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Reference Information for Oracle Migration Tool On Demand Display Names and Their Corresponding Names in the Access Profile XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Portfolio Not applicable Not applicable Claim Claim Claim Claim Not applicable SPRequest SPRequest SPRequest SPRequest SPRequest SPRequest SPRequest Display Name Portfolio SubAccounts Custom Objects 14 Custom Objects 15 Portfolio Team Custom Objects 03 Custom Objects 05 Custom Objects 01 Financial Accounts Contacts Import Export Claim Involved Parties Damages Activities Service Requests Special Pricing Request Custom Objects 05 Custom Objects 06 Custom Objects 01 Custom Objects 14 Custom Objects 13 Custom Objects 10 Partner Special Pricing Requests Object Type 1-M 1-M 1-M Child M-M 1-M M-M 1-M Child Top Top 1-M 1-M 1-MPrimary 1-M Top 1-M 1-M 1-M 1-M 1-M 1-M Child

Object Name in the XML File Portfolio Sub Portfolio Portfolio CustomObject14 (Portfolio Id) Portfolio CustomObject15 (Portfolio Id) Portfolio Team Portfolio CustObj3 Portfolio CustomObject5 (Portfolio Id) Portfolio CustObj1 Portfolio FinancialAccount (Portfolio Id) Portfolio Contact Import Export Claim Claim InvolvedParty (Claim Id) Claim Damage (Claim Id) Claim Activity (Claim Id) Claim Service Request (Claim Id) SPRequest SPRequest CustomObject5 (SP Request Id) SPRequest CustomObject6 (SP Request Id) SPRequest Custom Object 1 (SP Request Id) SPRequest CustomObject14 (SP Request Id) SPRequest CustomObject13 (SP Request Id) SPRequest CustomObject10 (SP Request Id) SPRequest SPPartner (SP Request Id)

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Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name SPRequest SPRequest SPRequest SPRequest SPRequest SPRequest SPRequest SPRequest SPRequest SPRequest SPRequest SPRequest SPRequest Not applicable CRMODLS_OBJEC TIVE CRMODLS_OBJEC TIVE CRMODLS_OBJEC TIVE CRMODLS_OBJEC TIVE Display Name Custom Objects 04 Custom Objects 11 Custom Objects 03 Custom Objects 07 Books Custom Objects 09 Custom Objects 08 Custom Objects 02 Special Pricing Products Activities Special Pricing Request Teams Custom Objects 12 Custom Objects 15 Objective Objective Teams Opportunities Activities Objectives Object Type 1-M 1-M 1-M 1-M Child 1-M 1-M 1-M Child 1-MPrimary Child 1-M 1-M Top Child 1-MPrimary 1-MPrimary 1-M

Object Name in the XML File SPRequest CustomObject4 (SP Request Id) SPRequest CustomObject11 (SP Request Id) SPRequest Custom Object 3 (SP Request Id) SPRequest CustomObject7 (SP Request Id) SPRequest or SPRequest Book SPRequest CustomObject9 (SP Request Id) SPRequest CustomObject8 (SP Request Id) SPRequest Custom Object 2 (SP Request Id) SPRequest SPRequestLineItem (SP Request Id) SPRequest Activity (SPRequest Id) SPRequest or SPRequestTeam SPRequest CustomObject12 (SP Request Id) SPRequest CustomObject15 (SP Request Id) CRMODLS_OBJECTIVE CRMODLS_OBJECTIVE or CRMODLS_OBJECTIVETeam CRMODLS_OBJECTIVE Opportunity (Objective Id) CRMODLS_OBJECTIVE Activity (Objective Id) CRMODLS_OBJECTIVE CRMODLS_OBJECTIVE (Parent Objective Id)

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Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Not applicable Not applicable Not applicable Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Service Request Display Name Coverage Bulk Data Load Service Request Custom Objects 14 Custom Objects 01 Custom Objects 04 Custom Objects 05 Solutions Custom Objects 15 Audit Trail Attachments Custom Objects 13 Completed Activities Custom Objects 03 Books Custom Objects 08 Custom Objects 12 Open Activities Custom Objects 09 SR Assessment Custom Objects 02 Custom Objects 07 Object Type Top Top Top 1-M M-M 1-M 1-M M-M 1-M ReadOnly Child 1-M 1-MPrimary M-M Child 1-M 1-M 1-MPrimary 1-M 1-M M-M 1-M

Object Name in the XML File Coverage Bulk Data Load Service Request Service Request CustomObject14 (Service Request Id) SR CustObj1 Service Request CustomObject4 (Service Request Id) Service Request CustomObject5 (Service Request Id) SR Solution Service Request CustomObject15 (Service Request Id) SR Audit Trail SR Att Service Request CustomObject13 (Service Request Id) SR Cmpltd Activity SR CustObj3 SR Book Service Request CustomObject8 (Service Request Id) Service Request CustomObject12 (Service Request Id) SR Open Activity Service Request CustomObject9 (Service Request Id) SR Sales Assmt SR CustObj2 Service Request CustomObject7 (Service Request Id)

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Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Service Request Service Request Service Request Service Request Not applicable Household Household Household Household Household Household Household Household Household Household Household Household Household Household Household Household Household Household Household Household Display Name Custom Objects 06 Notes Custom Objects 10 Custom Objects 11 Household Financial Accounts Opportunities Custom Objects 15 Custom Objects 04 Custom Objects 13 Custom Objects 09 Portfolios Financial Account Holders Custom Objects 05 Claims Open Activities Custom Objects 01 Contacts Custom Objects 06 Financial Plans Books Household Team Custom Objects 03 Policies Attachments Object Type 1-M Child 1-M 1-M Top 1-M ReadOnly 1-M 1-M 1-M 1-M ReadOnly 1-M 1-M 1-M ReadOnly M-M M-M 1-M 1-M Child Child M-M 1-M ReadOnly

Object Name in the XML File Service Request CustomObject6 (Service Request Id) SR Note Service Request CustomObject10 (Service Request Id) Service Request CustomObject11 (Service Request Id) Household Household FinancialAccount (Household Id) Household Opportunity Household CustomObject15 (Household Id) Household CustomObject4 (Household Id) Household CustomObject13 (Household Id) Household CustomObject9 (Household Id) Household Portfolio Household FinancialAccountHolder (Household Id) Household CustomObject5 (Household Id) Household Claim (Household Id) Household Open Activity Household CustObj1 Household Contact Household CustomObject6 (Household Id) Household FinancialPlan (Household Id) Household Book Household Team Household CustObj3 Household Policy (Household Id) Household Att

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Reference Information for Oracle Migration Tool On Demand Access Levels and Their Corresponding Permission Codes in the XML File

Table 22.

Object Names in the XML File and Their Corresponding Display Names in the User Interface for Oracle CRM On Demand Parent Name Household Household Household Household Household Household Household Household Household Household Household Household Display Name Policy Holders Custom Objects 12 Custom Objects 02 Custom Objects 08 Custom Objects 07 Custom Objects 14 Custom Objects 10 Custom Objects 11 Service Requests Notes Leads Completed Activities Object Type 1-M 1-M M-M 1-M 1-M 1-M 1-M 1-M ReadOnly ReadOnly ReadOnly ReadOnly

Object Name in the XML File Household PolicyHolder (Household Holder Id) Household CustomObject12 (Household Id) Household CustObj2 Household CustomObject8 (Household Id) Household CustomObject7 (Household Id) Household CustomObject14 (Household Id) Household CustomObject10 (Household Id) Household CustomObject11 (Household Id) Household SR Household Note Household Lead Household Cmpltd Activity

Access Levels and Their Corresponding Permission Codes in the XML File
This topic describes the access levels to objects in Oracle CRM On Demand and their corresponding permission codes in the XML file you are working with. For a given access level to an object in Oracle CRM On Demand, use Table 23 to look up the permission code that appears in the XML file and crossreference the permission code with the access level in the Oracle CRM On Demand user interface.

For more information on access levels, see the access profile information in the Oracle CRM On Demand online help.
Table 23. Access Levels to Objects in Oracle CRM On Demand and Their Corresponding Permission Codes in the XML File Permission Code in XML File

Access Level to Objects in Oracle CRM On Demand Top-Level Object Read-Only Read/Edit

R RU

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Table 23.

Access Levels to Objects in Oracle CRM On Demand and Their Corresponding Permission Codes in the XML File Permission Code in XML File RUD

Access Level to Objects in Oracle CRM On Demand Read/Edit/Delete Related Information Object Type: Child Read/Create Read/Create/Edit Read-Only Read/Edit Read/Edit/Delete Full No Access

CR CRU R RU RUD CRUD No value (This field is empty.)

Related Information Object Type: 1-M (One-to-Many) View Read-Only No Access CRUD R No value (This field is empty.)

Related Information Object Type: 1-M-Primary (One-to-Many Primary) View Read-Only No Access Inherit Primary CRUD R No value (This field is empty.) CRUDI

Related Information Object Type: M-M (Many-to-Many) Read/Create Read-Only Full No Access CR R CRUD No value (This field is empty.)

Related Information Object Type: M-M-Primary (Many-to-Many Primary) View Read-Only No Access Add/Inherit Primary Add/Remove/Inherit Primary CRUD R No value (This field is empty.) CRUDAI CRUDAXI

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Reference Information for Oracle Migration Tool On Demand Icons for Custom Record Types

Table 23.

Access Levels to Objects in Oracle CRM On Demand and Their Corresponding Permission Codes in the XML File Permission Code in XML File CRUDI

Access Level to Objects in Oracle CRM On Demand Inherit Primary Related Information Object Type: Read-Only Read-Only No Access

R No value (This field is empty.)

Icons for Custom Record Types

This topic lists the icons used for objects in Oracle CRM On Demand and their corresponding names in the Custom Record Type XML file. Table 24 list the icons for the custom record types and their file names as provided with Oracle CRM On Demand. Table 24. Icons for Custom Record Types Icon

Icon Name 1006.gif

1033.gif

1048.gif

1056.gif

1801.gif

1824.gif

1826.gif

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Table 24.

Icons for Custom Record Types Icon

Icon Name application_form.png

application_view_tile.png

arrow_divide.png

asterisk_orange.png

attach.png

award_star_gold_1.png

bell.png

box.png

brick.png

bug.png

building.png

cake.png

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Table 24.

Icons for Custom Record Types Icon

Icon Name camera.png

campaign_status.gif

car.png

cart.png

catalog_status.gif

certificaterequired.gif

chart_bar.png

chart_organisation.png

chart_pie.png

clock.png

cog.png

coins.png

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Table 24.

Icons for Custom Record Types Icon

Icon Name commentind_active.gif

controller.png

cup.png

derived_bidi_status.gif

disconnect.png

drive_network.png

email.png

eye.png

feed_icon.gif

female.png

film.png

flag_green.png

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Reference Information for Oracle Migration Tool On Demand Icons for Custom Record Types

Table 24.

Icons for Custom Record Types Icon

Icon Name heart.png

house.png

HR_IMAGE5_85.gif

HR_IMAGE5_184.gif

HR_IMAGE5_221.gif

HR_IMAGE5_249.gif

HR_IMAGE5_593.gif

HR_IMAGE5_678.gif

icon_custtab.gif

instore_status.gif

ipod.png

key.png

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Table 24.

Icons for Custom Record Types Icon

Icon Name lightbulb.png

lightning.png

locked_status.gif

male.png

map.png

money.png

money_dollar.png

money_euro.png

mouse.png

newupdateditem_status.gif

onvacation_status.gif

package_green.png

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Table 24.

Icons for Custom Record Types Icon

Icon Name paintcan.png

palette.png

phone.png

photo.png

plugin.png

primary_status.gif

printer.png

rainbow.png

register_status.gif

rosette.png

rte_image_enabled.gif

rte_paste_enabled.gif

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Table 24.

Icons for Custom Record Types Icon

Icon Name ruby.png

shield.png

sound.png

sport_football.png

sport_soccer.png

telephone.png

television.png

timeexpires_status.gif

transmit.png

tree_alert.gif

tree_collateral.gif

tree_component.gif

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Reference Information for Oracle Migration Tool On Demand Icons for Custom Record Types

Table 24.

Icons for Custom Record Types Icon

Icon Name tree_configextension.gif

tree_contentobject.gif

tree_database.gif

tree_forum.gif

tree_grades.gif

tree_graph.gif

tree_library.gif

tree_messages.gif

tree_property.gif

tree_server.gif

tree_servicerequest.gif

tree_sharedobjects.gif

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Table 24.

Icons for Custom Record Types Icon

Icon Name tree_site.gif

tree_testobject.gif

tree_workflow.gif

tux.png

user_gray.png

user_orange.png

wand.png

weather_sun.png

webpage_status.gif

world.png

zoom.png

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System Names for Record Types

Table 25 lists the system name for record types and the corresponding display name in the user interface for Oracle CRM On Demand. Table 25. System Name for Record Types in the Oracle CRM On Demand User Interface Display Name in the User Interface Account Contact Account Team Account Account Relationship Activity Application Application Team Asset Book Users Book Products Detailed Promotional Item Dropped Samples Dropped Campaign Dealer Territory Dealers Claim Contact Team Contact Contact Best Time Campaign Recipients Contact Interests Contact Relationship Coverage Plan Accounts Plan Contacts Business Plan

System Name Account Contact Account Team Account AccountRelationship Activity Application ApplicationTeam Asset Book User Book Call ProdDetail Call PromItemDrop Call SampDrop Campaign Channel Partner Territory Channel Partner Claim Contact Team Contact ContactBestTimes ContactCampaign ContactInterest ContactRelationship Coverage CRMODLS_BPL_ACNT CRMODLS_BPL_CNTCT CRMODLS_BusinessPlan

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Table 25.

System Name for Record Types in the Oracle CRM On Demand User Interface Display Name in the User Interface Business Plan Teams Inventory Audit Report Inventory Period Modification Tracking Objectives Objective Teams Message Response Plan Opportunities Sample Inventory Sample Lot Signature Sample Disclaimer Allocation Contact State Licenses Messaging Plans Messaging Plan Items Message Plan Item Relations Period Transaction Items Sample Transaction Custom Object 01 Custom Object 02 Custom Object 03 Custom Object 10 Custom Object 11 Custom Object 12 Custom Object 13 Custom Object 14 Custom Object 15 Custom Object 04

System Name CRMODLS_BusinessPlanTeam CRMODLS_InventoryAuditReport CRMODLS_InventoryPeriod CRMODLS_ModificationLog CRMODLS_OBJECTIVE CRMODLS_OBJECTIVETeam CRMODLS_PCD_MSGRSP CRMODLS_PlanOpportunities CRMODLS_SampleInventory CRMODLS_SampleLot CRMODLS_Signature CRMODLS_SIGNDISC CRMOD_LS_Allocation CRMOD_LS_ContactLicenses CRMOD_LS_MessagingPlan CRMOD_LS_MsgPlanItem CRMOD_LS_MsgPlnRel CRMOD_LS_Period CRMOD_LS_TransactionItems CRMOD_LS_Transactions Custom Object 1 Custom Object 2 Custom Object 3 CustomObject10 CustomObject11 CustomObject12 CustomObject13 CustomObject14 CustomObject15 CustomObject4

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Reference Information for Oracle Migration Tool On Demand System Names for Record Types

Table 25.

System Name for Record Types in the Oracle CRM On Demand User Interface Display Name in the User Interface Custom Object 05 Custom Object 06 Custom Object 07 Custom Object 08 Custom Object 09 Damage Deal Registration Deal Registration Product Revenue Deal Registration Teams Delegated User Financial Account Financial Account Holders Financial Account Holding Financial Plan Financial Product Financial Transactions Fund Request Fund Household Contact Household Household Team Insurance Properties Involved Party Lead MDF Request MDF Request Team MedEd Event Opportunity Contact Role Opportunity Team

System Name CustomObject5 CustomObject6 CustomObject7 CustomObject8 CustomObject9 Damage DealRegistration DealRegistrationRevenue DealRegistrationTeam Delegated User FinancialAccount FinancialAccountHolder FinancialAccountHolding FinancialPlan FinancialProduct FinancialTransaction Fund Request Fund Household Contact Household HouseholdTeam InsuranceProperty InvolvedParty Lead MDFRequest MDFRequestTeam MedEdEvent Opportunity Contact Role Opportunity Team

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Table 25.

System Name for Record Types in the Oracle CRM On Demand User Interface Display Name in the User Interface Opportunity Opportunity Competitor Opportunity Partner Orders Partner Partner Account Partner Opportunity Partner Program Partner Teams Partner Type Policy Policy Holders Portfolio Portfolio Owner Portfolio Team Price List Price List Line Item Partner Admin Product Program Program Membership Quote Revenue Assessment Service Request Solution Special Pricing Requests Special Pricing Product Special Pricing Request Teams

System Name Opportunity OpportunityCompetitor OpportunityPartner Order Partner PartnerAccount PartnerOpportunity PartnerProgram PartnerTeam PartnerType Policy PolicyHolder Portfolio PortfolioOwners PortfolioTeam PriceList PriceListLineItem PRMDelegatedAdmin Product Program ProgramPartner Quote Revenue Sales Assessment Template Service Request Solution SPRequest SPRequestLineItem SPRequestTeam

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Reference Information for Oracle Migration Tool On Demand System Names for Record Types

Table 25.

System Name for Record Types in the Oracle CRM On Demand User Interface Display Name in the User Interface User Vehicle Financial Information Vehicle Sales History Vehicle Service History Vehicle Dealer Dealer Territory Campaign Recipients Assessment Campaign

System Name User Vehicle FinInfo Vehicle SalesHist Vehicle ServHist Vehicle Channel Partner Channel Partner Territory ContactCampaign Sales Assessment Template Campaign

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Index

A
access levels for Oracle CRM On Demand 131 access profiles elements and sections 22 extracting all 26 extracting all to a specific location 26 extracting single 24 extracting single by system name 25 overview 21 privilege requirements 21 upsert command 27 auditing files 10

delete command 47 elements and sections 44 extracting all 46 extracting single 45 overview 43 upsert command 46

D
delete command custom Web tab 47 display names for Oracle CRM On Demand 68 downloading the Oracle Migration Tool On Demand client 14

C
cascading picklists elements and sections 56 extracting for all objects 58 overview 55 commands for access profiles 21 for cascading picklists 55 for custom fields 29 for custom record types 37 for custom Web tabs 43 for picklist values 49 for the Oracle Migration Tool On Demand client 16 configuration data replicating all 61 replicating selective 63 configuring the Oracle Migration Tool On Demand client 14 create command field definitions 35 custom fields elements and sections 30 extracting all 33 extracting single objectss section 33 overview 29 custom record types elements and sections 38 extracting all 40 extracting for single object 39 overview 37 upsert command 40 custom Web tabs

E
elements for access profiles 22 cascading picklists 56 custom fields 30 custom record types 38 custom Web tabs 44 picklist values 50 example creating a field definition 35 deleting a custom Web tab 47 extracting all access profiles 26 extracting all access profiles to specific location 26 extracting all custom field definitions 33 extracting all custom record types 40 extracting all custom Web tabs 46 extracting all picklist values 52, 53 extracting cascading picklists for all objects 58 extracting cascading picklists for all picklist fields 58 extracting custom field definitions for single object 33 extracting custom record type 39 extracting custom Web tab 45 extracting single access profile 24 extracting single access profile by system name 25 extracting single picklist field 53 replicating all configuration data 61

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Index F

replicating selective configuration data 63 updating or inserting a custom record type 40 updating or inserting a custom Web tab 46 updating or inserting a picklist value 54 updating or inserting an access profile 27 updating or inserting field definitions 34 exporting cascading picklists 55 extracting all access profiles 26 all access profiles to a specific location 26 all custom field definitions 33 all custom record types 40 all custom Web tabs 46 all picklist values 52, 53 cascading picklists for all objects 58 cascading picklists for all picklist fields 58 custom field definitions for single objects section 33 custom record type for single object 39 single access profile 24 single access profile by system name 25 single custom Web tab 45 single picklist field 53

M
mapping access levels to permission code 131 display names to names in XML file 68 icons to name for custom record types 133 language code to language 67 system names to record types 143 migrating access profiles 21 custom fields 29 custom record types 37 custom Web tabs 43 picklist values 49

O
operating systems supported 10 Oracle Migration Tool On Demand commands 16 configuring 14 downloading 14 installing 14 introduction to the client 9 software required 10 starting the client 15 supported operating systems 10 supported releases of Oracle CRM On Demand 10 overview Oracle Migration Tool On Demand client 9 XML templates 18

F
field definitions creating 35 elements and sections 30 extracting all 33 extracting single objectss section 33 overview 29 upsert command 34

P
picklist fields extracting all for named object 58 picklist values elements and sections 50 extracting all 52, 53 extracting single field 53 overview 49 upsert command 54 privileges for access profiles 21 required for Oracle CRM Migration Tool On Demand 12

I
icons for Oracle CRM On Demand 133 installing the Oracle Migration Tool On Demand client 14 introduction to Oracle Migration Tool On Demand client 9

J
Java Runtime Environment (JRE) requirements 10

L
language codes for Oracle CRM On Demand 67 language consideration 14 log files 10

R
releases of Oracle CRM On Demand supported 10 replicating all configuration data 61 selective configuration data 63 requirements

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Index S

access profile privileges 21 Java Runtime Environment (JRE) 10 language considerations 14 privileges 12 software 10 Web Services Description Language (WSDL) 18

supported releases of Oracle CRM On Demand 10 system names for Oracle CRM On Demand 143

U
upsert command access profile 27 custom record type 40 custom Web tab 46 field definitions 34 picklist values 54

S
sections for access profiles 22 cascading picklists 56 custom fields 30 custom record types 38 custom Web tabs 44 picklist values 50 software required 10 starting the Oracle Migration Tool On Demand client 15 supported operating systems 10

W
Web Services Description Language (WSDL) consideration 18

X
XML templates overview 18

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Index X

152

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