How to migrate personalization on OAF pages

The migration steps are given below.

• Retrieve the page hierarchy
• Download the personalization
• Locate the personalization file on the server
• Review the exported file
• Move the exported personalization
• Check the OAF page in the target Oracle instance before importing personalization
• Import the personalization in the target instance
• Bounce the web server in the target instance
• Check the personalization on the target instance

Step 1: Retrieve the page hierarchy

We shall identify where and which the personalization will be migrated.

Navigate to the OAF Page on which personalization is done. In our case the page is below.

The Highlighted personalization are made in this page.

Now click on About this Page link on the bottom left of the page 

highlighted one is the page please not down.

/oracle/apps/fnd/framework/toolbox/labsolutions/webui/EmpSearchPG

The document name will be used in the next step as this is where the OAF page, EmpSearchPG, is located and the location of the personalization on this page within the personalization repository.

in the above picture click on personlization tab

To check the personalizations on an OAF page you can execute a PL/SQL code in the database.

SET SERVEROUTPUT ON;

BEGIN

jdr_utils.listcustomizations ('/oracle/apps/fnd/framework/toolbox/labsolutions/webui/EmpSearchPG');

END;

the output you can see like below

anonymous block completed

/oracle/apps/fnd/framework/toolbox/labsolutions/webui/customizations/org/204/EmpSearchPG

/oracle/apps/fnd/framework/toolbox/labsolutions/webui/customizations/responsibility/24743/EmpSearchPG

/oracle/apps/fnd/framework/toolbox/labsolutions/webui/customizations/site/0/EmpSearchPG

Step 2: Download the personalization

Now we shall download the personalization after locating it on the repository.

Go to Responsibility: Functional Administration

Navigation: Personalization > Import/Export > Personalization Repository

Then drill down as per the page hierarchy you had found in the earlier step.

We shall take the personalization done on the Function level by checking the “Select” box on the Page (The page name is GeneralInformationPG as shown in the previous step). You will notice the Last Updated date on the right hand side. The date also tells us whether we are looking at the correct OAF page or not.

Check the box for the OAF page whose personalization will be exported

Enter document path as page path and click on GO button.like below.

/oracle/apps/fnd/framework/toolbox/labsolutions/webui

click on Export to File system button. you can see below screen and go and download the file from mentioned path.

for this go and mention the path "FND: Personalization Document Root Path"

Step 3: Locate the personalization file on the server

go and export again , the file will create in this path without error like above. you can see below screen.

go and check in the /U01/oracle path you can see the files

Step 4: Review the exported file

We shall FTP the entire directory structure to a local PC and review the XML file. For this task I prefer to use a tool called Core FTP Lite as it is free and I can transfer an entire directory structure from and to the local pc.

After transferring the directory structure to your local pc review the PG.

download the file and go to target instance and go to the same navigation , the page like below now we need to import our personalziations.

Step 5: Move the exported personalization

First let us locate the value of the profile option, FND: Personalization Document Root Path, on the target Oracle instance.

This is the path where we need to drop the xml file with its directory structure.

Step 6: Check the OAF page in the target Oracle instance before importing personalization

Step 7: Import the personalization in the target instance

On the target instance, log in to Functional Administrator responsibility.

Navigate to Personalization > Import/Export > Exported Personalizations

The page will look like the following if Step 4 has been completed properly.

Expand the nodes all the way down to the XML file

Click on Import from File System and you will get the following screen.

Once import is complete the screen will automatically change to the following

Now import is complete and we have to bounce the web server

Step 8: Bounce the web server in the target instance

We need to either bounce the web server (Apache) or we can clear the cache. For bouncing the web server you can check out this link and for clearing cache you check this article.

Step 9: Check the personalization on the target instance

Login to Oracle and navigate to the same page in the target instance. That is the Expense report creation page, where we had done our personalizations.