Migrating Oracle Frame Work Personalizations

Once Personalization is done in the development environment they can be migrated to another instance without redoing them. For each screen personalized, xml files are created with the Personalization information. These can be migrated using the following steps.

Export Personalization
All the Personalization needs to be exported from the development instance using the following steps.

                                          i.    Set ‘FND: Personalization Document Root Path’ to desired location in the application server.
                                         ii.    Bounce the Apache.
                                        iii.    Log on to Functional Administrator à Home à Personalization Tab à Import/Export à Personalization Repository
                                       iv.    Date filters and application filters could be used to narrow down the search.
                                        v.    Select the personalization that needs to be migrated. (Hint – Do not select the complete list. Ensure that only the required personalization are exported to avoid any wanted items going into the other instance)
                                       vi.    Click Export to File System button

Establish Mapping
For the responsibility level personalization, the export option creates the folder name with the responsibility id in the source instance. This does not work in the target instance with the same name because the target instance may have a different responsibility id.
                                          i.    Open the folders under ‘/oracle/apps/per/customizations/responsibility/’
                                         ii.    Rename the folders with the corresponding responsibility id from the target instance
                                        iii.    Repeat this for all modules and screens

Import the personalization in the target instance by doing the following steps.
                                          i.    Set ‘FND: Personalization Document Root Path’ to desired location in the application server.
                                         ii.    Bounce the Apache.
                                        iii.    Move the dump from step 2 to this folder. Make sure all the folders are intact as they were from source system.
                                       iv.    Log on to Functional Administrator à Home à Personalization Tab à Import/Export à Exported Personalization
                                        v.    The folder structure that is copied in step iii should appear
                                       vi.    Select all or the desired folders/files
                                      vii.    Click Import form File System.