Ten Ways of Using iSetup to Streamline E-Business Suite Implementations

[Editor update:  The iSetup Development team is eagerly monitoring the newly-created iSetup OTN Forum for your burning questions; direct email ID removed]

At the recent OAUG Collaborate conference at Denver, I had a session on "Setup Management for E-Business Suite using iSetup." This being the last session on the last day of the conference, I was really surprised to see more than 40 people attending the session, listening with rapt attention and asking a lot of questions!  Interestingly enough, only a handful of the attendees were using iSetup in their EBS implementations, and a majority of the customers in the room were interested in knowing how and when to use iSetup.

iSetup in a Nutshell

The main focus of iSetup is to help migrate functional setups from one E-Business Suite instance to another. During migration, setups can be extracted selectively using filters on setup attributes. Extracted setup data can be optionally transformed before loading into target instance.

Oracle iSetup Architecture: Overview of iSetup architecture, showing the migration of product configuration data from one E-Business Suite instance to another

Another neat capability of iSetup is setup comparison, whereby a report can be generated on the exact differences of setup information between two instances or from the same instance across different timelines.

Oracle iSetup Deployment Report: Screenshot of iSetup deployment report

Ten Typical Uses for iSetup

  1. A first time EBS implementation involves a manual setup using either Business Accelerators or a manual entry. iSetup can help jump-start such implementation scenarios by loading a CRP instance from an industry best practice configuration.

  2. iSetup provides an enterprise wide repository to store business specific configuration snapshots. These Gold copies can be used to configure a new instance, thus avoiding re-configurations.

  3. iSetup expedites implementations by providing out-of-the-box migration templates tailored to suit various implemenation phases.

  4. iSetup can also help promote setups from CRP to multiple test, development and production environments. iSetup enforces business validations inherent in interfaces owned by Oracle product modules. iSetup abstracts the complex setup dependencies across functional modules by orchestrating the deployment of setups during migration.

  5. iSetup can be used to copy all setups striped by an Operating Unit and move it to another EBS instance using Hierarchical selection set feature which cascades filter criteria to all related setups in the selection set template.

  6. In a roll-out scenario, iSetup can be used to replicate the setups tied to an existing Operating Unit to a new Operating Unit; similarly replicate Payroll Element setups tied to existing Business Group to new Business Group using Transformation feature which cascade the changes to all related setups in the selection set template.

  7. iSetup can be used to migrate incremental setups selectively across instances using filters on setup attributes.

  8. Instead of cloning the entire EBS instance, iSetup can be used to move required setup data from a production instance to a testing instance. New setups can be added to the test instance and those specific setups can be selectively migrated to production instance while the instance is up and running. This minimizes the need to redo setups, and execute expensive clone activities.

  9. iSetup provides standard and comparison reporting features. Standard reports help in documenting the setups in regular PDF/RTF/Excel that serve as a standard reference for implementation teams. Release 12.1 also supports BR100 styled reports. iSetup also generates detailed deployment reports for post implementation audits and sign-offs (coming soon in 12.1).

  10. iSetup comparison reports can help in troubleshooting functional setups by enabling users to compare setups across instances or timelines.

Interested in collaborating with Oracle iSetup Development?

Here in Oracle iSetup Product Development we've created a dedicated customer forum for iSetup. The objective of the forum is to reach out to our Oracle iSetup users and establish a formal channel of communication and interaction. The forum will also hold regular meetings, webcasts and product update sessions. If you are an iSetup customer and interested in being a part of this forum, please post your questions.

For More Information

We've been investing heavily in enhancing iSetup in R12 and 12.1.  For more details, see:

The above is intended to outline our general product direction.  It is intended for information purposes only, and may not be incorporated into any contract.   It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.  The development, release, and timing of any features or functionality described for Oracle's products remains at the sole discretion of Oracle.




I have one instance it is about to go live with in one week. It is having some text transactions. Now I want to clean up those transactions. and make all the balaces Zero. The setups should be remain same. Can you please suggest me what is best way to arrive this...


Posted by Raju on February 25, 2009 at 08:35 PM PST #

Hi, Raju,

I don't have a lot of visibility into the actual functionality of the E-Business Suite itself; I'm a techstack specialist.

I'd suggest logging a formal Service Request via Metalink against the EBS product that you're using.

Best of luck with your rollout!


Posted by Steven Chan on February 27, 2009 at 07:55 AM PST #

Hello, i would like to know if iSetup is available to use under EBS 11.5.10 ? My customer (runs 11.5.4 today) wants to have a easier way for creating new organizations where lots of common data could be copied from another organization.Thanks

Posted by Renato on June 22, 2009 at 01:39 AM PDT #


I want to implement isetup on R12.1.1.plz let me know navigation and implmentation patches,steps and metalink id.

Posted by Shveta on September 08, 2009 at 06:10 PM PDT #

Hi, Shveta,

I'd recommend checking out the iSetup 12.1.1 documentation here:


Good luck with your implementation.


Posted by Steven Chan on September 09, 2009 at 07:18 AM PDT #

We are trying to migrate entire setups of an instance pertaining to all modules to another instance.

During the migration phase we are facing lot of issues. The actual problem is the migration hierarchy with which we should go forward.
Can we get to know some systematic way to move ahead.


Posted by Ravi on September 24, 2009 at 06:31 PM PDT #

We are upgrading to R12.1.2. We want to create a secondary ledger using subledger accounting. Does iSetup have a template to allow us to migrate the setup up to production and between instances?

Posted by Ramona Gauna on March 16, 2010 at 07:48 AM PDT #

i am trying to transform data objects that i have extracted in iSetup but among them only a very few are transformable. is there any process available by which other things(data objects) can be transformed

Posted by ritwik on May 29, 2011 at 03:35 PM PDT #

Hi, I was working on iSetup for one of the client project, a person from the technical team asked me how does iSetup work. I was quite puzzled myself. -Does it do the migration using setup created API's. -Does it do a base table update. Please help me out so that I can clearify the doubt with my client.

Posted by Atif on May 30, 2011 at 07:36 PM PDT #


Can i use isetup for migrating setups from R11i (11.5.10) instance to an R12 (latest release) instance across various modules (Financials, CRM, SCM, WMS etc)? if yes, what could be the possible challanges


Posted by Ram on October 20, 2011 at 05:33 AM PDT #

Hi, Ram,

No, iSetup can only be used to migrate setups between EBS instances running at that same level. For example, iSetup can be used to migrate setup data between two different EBS 12.1.3 instances.


Posted by Steven Chan on October 21, 2011 at 07:46 AM PDT #

Hi Steven,
Could I just ask if iSetup is a separately licensable product or if it is covered under our existing EBS bundle licences?
Kind regards

Posted by Richard on February 29, 2012 at 09:37 AM PST #

Hi, Richard,

iSetup is covered by your existing E-Business Suite licence. There is no extra charge for using iSetup.


Posted by Steven Chan on February 29, 2012 at 12:28 PM PST #

Many thanks Steven. Best Wishes, Richard.

Posted by Richard on March 01, 2012 at 01:05 AM PST #

Hi Steven,

Can iSetup be used to copy the configurations ? Or just it can be is used for Data copy?


Posted by guest on May 09, 2012 at 04:06 AM PDT #

Hi Steven,

For Migrating Custom selection sets, i have created custom function,custom menu without grant, grant for the custom menu/permission set and assign to the role ‘iSetup Super User’. After that while creating 'Interface Repository' i got struck with an doubt that, if i select Interface Type as 'Generic Loader' its asking some path in next tab. can please let me know what path should i provide there and why?

Thanks In Advance

Posted by Naresh on June 13, 2012 at 10:54 AM PDT #

Any good documentation to create templates with iSetup based on Public APIs?



Posted by Fede on February 14, 2013 at 09:55 PM PST #


You have mentioned in typical uses 6 that isetup can be used to copy from one organization to another can you please elaborate on this.



Posted by guest on June 29, 2014 at 09:11 PM PDT #


I haven't been working with iSetup for the last six months but then I was not able to find any good document or tutorial to create a template based on a public API. I've got many clients and end users that want to extend iSetup capabilities to other areas that are not coming out of the box. By creating these templates I understand I would be able to enable iSetup functionality with any open API.

Anything you recommend?



Posted by Fede on June 29, 2014 at 10:50 PM PDT #

Has anyone tried to transfer HRMS Per and PAY configuration and employees to a target instance?

I've been trying for over 5 months and it is incomplete.

Posted by guest on October 08, 2014 at 11:34 AM PDT #

Hello, Guest,

I'm sorry that you're encountering issues with this.

There are some functional limitations depending upon what you're trying to transfer.

We can provide general conceptual guidance here, but I'm afraid that this blog isn't the best place to get technical support for specific issues like the one that you're working through.

Your best bet would be to log a formal Service Request via My Oracle Support (formerly Metalink) to get one of our specialists engaged.

Please feel free to forward your Service Request number to me if it gets stuck in the support process for some reason.


Posted by Steven Chan on October 21, 2014 at 04:38 PM PDT #


Please advise how i can use isetup for payroll element setup migration.


Posted by Subbu on April 15, 2015 at 05:33 AM PDT #


There is a section in the iSetup user guide on Payroll Element Selection Set Metadata. See the link below.


Please make sure you review the iSetup user guide and the iSetup developer's guide. After following instructions in these guides, you should be able to try out the migration. If you encounter any issues, please log a formal service request using My Oracle Support.

Hope this helps.

Vasu Rao

Posted by Vasu on April 15, 2015 at 06:36 PM PDT #

Thanks Vasu Rao

Posted by guest on May 01, 2015 at 06:08 AM PDT #

Can we use iSetup to find the configuration setup for current Bolt ons (e.g. SFDC, ServiceMax, etc.) and 3rd party tools (Olite/Mobile Field Services) that are integrated with Oracle EBS?

Posted by guest on May 26, 2015 at 03:30 PM PDT #

Hi, iSetup can be used to migrate only E-Business Suite setups. iSetup does not support third party tools.

Vasu Rao

Posted by vasu rao on May 26, 2015 at 07:40 PM PDT #

In our current R12 setup 4 OU are already live and now we are planning to add/implement some more OU's....how we can we move from one OU to new OU or can we use existing setup n rebuild for new one with required changes.
Pl revert..

Posted by Ishwat Deore on October 15, 2015 at 07:12 AM PDT #


Yes, you can use iSetup for creating new operating units by using existing setups. Please review the iSetup user guide for more details.


Please make sure you review the iSetup user guide and the iSetup developer's guide. After following instructions in these guides, you should be able to try out the migration. If you encounter any issues, please log a formal service request using My Oracle Support.


Vasu Rao

Posted by Vasu Rao on October 15, 2015 at 11:30 AM PDT #

I reading about iSetup, but I have an specific doubt.
If I have already configured 1 Operating Unit with Purchasing and Payables modules, I could replicate this setup for create another Operating Unit in the same instance like the first one, or the function of iSetup is only replicate setup between different instances.


Posted by Guillermo on July 19, 2016 at 08:50 AM PDT #

Yes, source and target can be same. You need to modify the data before uploading. You can Extract and download data, change name inside XML of zip, then upload. Hope this helps.


Vasu Rao

Posted by Vasu Rao on July 19, 2016 at 03:44 PM PDT #

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