An Oracle White Paper

June 2014

Guidance for Managing Customizations in Oracle

Fusion HCM Cloud Service Environments: HCM
Extract Definition Migration (Release 8)
 Guidance for Managing Customizations in Oracle Fusion HCM Cloud Service Environments: HCM Extract Definition Migration (Release 8)

Introduction

Oracle Fusion HCM extract definitions specify how to extract HCM data from the database, transform
the extract results to the desired format (e.g., XML, PDF), and distribute the output by e-mail, fax, and
other delivery modes. As such, implementing customers use the facility heavily to tailor the delivered
product. Typically, customers create and test extract definitions in a test environment. After certifying
the definitions, customers then want to migrate extract definitions to the production environment for
live deployment in that environment. This document explains how you can achieve this migration
using the export/import capability provided with the Manage HCM extract definitions user interface.
Although the typical use case is to migrate extract definitions from a test environment to production,
the facility can migrate content from any environment to another.

Supported Fusion Releases: Release 8

Oracle Fusion HCM Cloud Service-enabled: Yes. Direct Customer-enabled Transaction.

Special Considerations
 You must migrate HCM Extract Definitions one-at-a-time. No bulk migration capability is available.
 The Production-to-test (P2T) content migration utility will migrate HCM extract definitions from the
production environment to the target environment along with all the other data it migrates.

Prerequisites
 Create and certify HCM extract definitions in the source environment, typically a test or
development environment.
 Ensure that the user who will migrate HCM extract definitions has access to either the Data
Exchange work area or the Setup and Maintenance work area.

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 Guidance for Managing Customizations in Oracle Fusion HCM Cloud Service Environments: HCM Extract Definition Migration (Release 8)

Source Environment Steps

Steps 1 through 7 identify the actions you must take in the environment from which you are
migrating one or more HCM extract definitions. This is typically a test or development
environment. If you are exporting multiple extract definitions, you should export all definitions
before logging on to the target environment and importing them to save time.
1. From the Navigator, select the Data Exchange work area. Alternatively, select Setup and
Maintenance using the Manage HCM Extract Definitions task.

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 Guidance for Managing Customizations in Oracle Fusion HCM Cloud Service Environments: HCM Extract Definition Migration (Release 8)

2. Select the Manage Extract Definitions task.

3. Search for the HCM Extract Definition that you want to export. Note that extract definitions
must be exported and imported one-at-a-time.

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 Guidance for Managing Customizations in Oracle Fusion HCM Cloud Service Environments: HCM Extract Definition Migration (Release 8)

4. Select the HCM Extract Definition that you want to export and click on the Export Extract icon.

5. Click Save to save the exported extract definition to a local directory.

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 Guidance for Managing Customizations in Oracle Fusion HCM Cloud Service Environments: HCM Extract Definition Migration (Release 8)

6. Accept the default file name or use any name that clearly identifies to you what HCM extract
definition is being migrated. Save the file in the folder of your choice.

7. Close the dialog box and log on to the target environment.

Target Environment Steps

Steps 8 through 10 identify the actions you must take in the environment to which you are
migrating one or more HCM extract definitions. This is typically a production environment. If you
are importing multiple extract definitions, you should import all definitions being migrated to save
time.
8. In the target environment, navigate to the Manage Extract Definitions task as described above
in steps 1 - 2. Then, click Import Extract.

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Guidance for Managing Customizations in Oracle Fusion HCM Cloud Service Environments: HCM Extract Definition Migration (Release 8)

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 Guidance for Managing Customizations in Oracle Fusion HCM Cloud Service Environments: HCM Extract Definition Migration (Release 8)

9. Assign a name to the HCM Extract, ensuring that the name will be understood by users and
click Update… to find the exported extract definition that you want to import into the target
environment. Provide a Legislative Data Group only if applicable to the HCM system extract that
you are importing. Click OK.

10. The confirmation message indicates that the HCM extract definition imported successfully.

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Guidance for Managing Customizations in Oracle
Fusion HCM Cloud Service Environments:
HCM Extract Definition Migration (Release 8)
June 2014
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