Friday Jan 11, 2013

Configuration Migration Assistant Part 2 - Flows

To use the Configuration Migration Assistant facility in Oracle Utilities Application Framework V4. the are two main sets of step that must be performed:

  • Configuration - The Configuration Migration Assistant must be configured at an environment level to determine the locations of data exports and imports as well as definitions of the migration specifications.
  • Execution - Registering the intent to export and import data as well as physically exporting and importing the data. Once the data has been imported performing approval of specific changes and then applying the import data set.

These topics will be individually covered in subsequent entries in this blog to target specific settings. The flow diagrams illustrate a summary of the processes used in the Configuration Migration Assistant.

Configuration Flow

To configure the Configuration Migration Assistant the following must be performed:

Configuration Flow

  • Migration Master Configuration - Define the default location for import and export files generated by the Configuration Migration Assistant. Define the default file suffix for the export/import files. This task only has to be done once per environment and must be performed BEFORE the first export or import task is performed.
  • Define Migration Plans - Define the Business Object definitions and their relationships to migrate the group of Business Objects as a single unit. The sequence and relationship is defined for the associated child objects. The relationship, known as Traversal Criteria, is expressed as Constraint, SQL expression or XPath statement describing the related data.
  • Define Migration Requests - Define the groups of migration plans to migrate as a set including the selection criteria expressed as SQL expression, XPath statement or algorithm.

Execution Flow

Once configuration is complete on the source environment then the execution component of the feature can be used to perform migrations. The following flow summarizes these processes:

Execution Flow

  • Define Migration Export - Register the intent to export the data with the Migration Request to use for the export and the file name to use for the export. The Migration Master Configuration record for the environment is used to set the location and suffix. This process wont actually export the data, hence the word intent, it simply registers the fact that you want to export the data.
  • Export Data - Execute the Migration Monitor batch process to physically export all the active Migration Export requests using the specification on the Migration Export.
  • Define Migration Import - Register the intent to import the data file from the import directory. The migration import directory and file prefix are taken from the Migration Master Configuration record for the environment.
  • Import Data - Execute the Migration Monitor batch process to physically export all the active Migration Import requests using the specification on the Migration Import. At the is time the use of the Approval/Rejection process can be defaulted by change type. At this time a Migration Data Set is created to hold the changes.
  • Approval Process - If there are any manual changes that require approval can be manually approved. Regardless of whether approvals are required, the Migration Data Set must be marked Ready to Apply.
  • Apply Changes - Execute the Migration Monitor batch process to physically apply the changes. The Migration Data Set will display the status of each change at application time. Data is re-validated at the time of application to maximize data integrity.

Each of these processes will be expanded on in future blog entries with guidelines. For more information on this facility refer to Configuration Migration Assistant Overview (Doc Id: 1506830.1).

Oracle Access Manager Integration Landing Sample

In the Oracle Identity Management Suite Integration with Oracle Utilities Application Framework based products (Doc Id: 1375600.1) whitepaper the Oracle Access Manager integration section mentions a custom landing page that can be used to complete the integration.

A sample landing page is now available from My Oracle Support for customers to use as a basis for their own landing pages. It is located within My Oracle Support under Sample Code oamlanding.jsp - refer to the Instructions in Note 1375600.1 (Doc Id 1518856.1).

This is a sample only and should be tested and modified to suit your individual site needs. Refer to Doc Id 1375600.1 for instructions on how to use the landing page.

Configuration Migration Assistant Part 1 - Features

One of the main features of Oracle Utilities Application Framework V4. is the Configuration Migration Assistant. The Configuration Migration Assistant is a new facility to allow customer owned configuration data to be migrated from one environment to another. Customers using Oracle Utilities Customer Care and Billing and Oracle Enterprise Taxation and Policy Management will use this new facility instead of Configuration Lab for versions of those products using the Oracle Utilities Application FrameworkOracle Utilities Application Framework V4. and above.

The features of this new facility are:

  • Meta Data Driven Migration - The Configuration Migration Assistant uses the meta data within the product to understand the data and the relationships. A set of new migration objects have been added to define reuseable data relationships, sequence of migration and groups of data to migrate.
  • Reusability - The Configuration Migration Assistant emphasizes resuablility across migrations by providing reuseable migration plans allowing customers and partners to combine base and custom migration plans into reusable migrations.
  • Simple design - The Configuration Migration Assistant simplifies the specification and exeuction of migrations. No technical setup outside the product is required.
  • Support for different relationship types - Relationships between objects can be expressed using Constraints, SQL statements or XPATH statements. This allows Configuration Migration Assistant to support the wide variety of configuration objects in the products.
  • Export Data to a File - The export process now exports data to a file rather than using database links. This allows the export to be checked in to a code respository to match the code components involved in a configuration. This also allows the exports to be reused and imported across many environments and even be used to rollback configuration changes on a global basis within an environment.
  • Approval/Rejection of Changes - Individual changes can be forced to be approved before they are applied allowing customers fine levels of control over changes in their target environments.
  • Data Manipulation upon Import - Data can be manipulated upon import, using algorithms, to avoid configuration conflicts. For example, when importing Batch Controls the batch run numbers can be manipulated upon import to ensure they are consistent in the target environment.

Over the next few weeks there will be a series of articles on this blog highlighting the Configuration Migration Assistant and its features and configuration. For more details about the facility refer to Configuration Migration Assistant Overview (Doc Id: 1506830.1) available from My Oracle Support.


    Anthony Shorten
    Hi, I am Anthony Shorten, I am the Principal Product Manager for the Oracle Utilities Application Framework. I have been working for over 20+ years in the IT Business and am the author of many a technical whitepaper, manual and training material. I am one of the product managers working on strategy and designs for the next generation of the technology used for the Utilities and Tax markets. This blog is provided to announce new features, document tips and techniques and also outline features of the Oracle Utilities Application Framework based products. These products include Oracle Utilities Customer Care and Billing, Oracle Utilities Meter Data Management, Oracle Utilities Mobile Workforce Management and Oracle Public Service Revenue Management. I am the product manager for the Management Pack for these products.


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