Tuesday, August 28, 2012

R12 Personalization Export and Import

Export from source instance
1. Set profile option "FND: Personalization Document Root Path", default is /tmp/custdocs
2. Functional Administrator->Personalization-> Import/Export
   select from the "Personalization Repository" then click the "Export to File System" button, it will create files in that "/tmp/custdocs" direcotry.


Import into target instance
1. Set profile option "FND: Personalization Document Root Path" in your target instance.
2. copy the export files to your target instance, put it under the "FND: Personalization Document Root Path" directory in your target instance.
3. Functional Administrator->Personalization-> Import/Export
   click on the "Exported personalizations" on the left, then select the personalizations you need, and click "Import from File System"

Addition information:

Get the Personalization Document info: run this as apps user:
SQL> set serveroutput on
SQL> exec jdr_utils.listCustomizations('<full document name>')


export/import translations:
export:
Functional Administrator->Personalization Tab -> Put the Document Path (under the "Application Catalog" tab not the "Import/Export" tab, the document path can be obtained by going to the page -> About This Page -> Personalization) -> Click on GO
Click on Manage Personalizations -> Check the Box for  Site -> Extract Translations -> Select your language and click on Apply button

import:
Functional Administrator->Personalization Tab -> Put the Document Path (same as used above) -> Click on GO
Click on Manage Personalizations -> Check the Box for  Site -> Upload Translations

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