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IRACST - International Journal of Computer Science and Information Technology & Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013

iSetup - Oracle Migration Module for new Instance Configuration

Syed Imdad Huseny,

Accenture Private Limited, Chennai, Tamil Nadu, India.

Abstract-It is a very tedious task to do setups in every instance like development instance, production instance etc.But with iSetup we can migrate setup data from one Oracle E-business Suite instance to another. So the tedious task of doing the setup in every instace can be avoided and also we can avoid human errors while doing the setup by using iSetup.

Keywords – isetup, instance, Object Migration.

I.INTRODUCTION

Oracle iSetup, a data migration and reporting tool, is a part of the Oracle E-Business Suite. This tool consists of the Migrator and the Reporter. Oracle iSetup is used to

Migrate setup data from one Oracle E-business Suite instance to another.

(iSetup can be used to migrate incremental setups selectively across instances using filters on setup attributes.)

Generate reports on setup data.

A. Components of Oracle iSetup

Oracle iSetup consists of the following components:

iSetup Migrator

iSetup Reporter

The Migrator helps you to migrate data from one instance of the Oracle E-Business Suite to another instance. The two instances used here are EBSDEV and EBSCRP3.

I.Sumaiya Thaseen,

Assistant Professor (Senior), SCSE, VIT University, Chennai, Tamil Nadu, India.

The steps to migrate data are:

• Extract select data from an Oracle E-Business Suite instance. (EBSDEV)

• Transform select attributes of the extracted data objects as per requirements. (OPTIONAL)

• Load data to the target Oracle E-Business Suite instance. (EBSCRP3)

• The Reporter helps you to generate reports.

• Generate reports on the extracted data.

Compare two sets of extracted data to identify differences between them if any.

II. FUNCTIONALITY OF ISETUP

The first step is to define Source and Target Instance ( to be done once only). Login to iSetup responsibility.

Menu options for this responsibility are:

Home: Takes to the Home page of iSetup. This page displays the most recent extracts, loads and reports. It also has links to other components of the product.

Migrations: This menu contains the Selection Sets, Extracts, Transforms, and Loads subtabs. Each of these subtabs takes to their respective windows.

Reports: This menu contains the Standard Reports and Comparison Reports subtabs. Clicking on them takes to the respective windows.

Administration: This menu contains the Instance Mapping subtab. Having appropriate access privileges, one can also see the Interface Repository subtab in addition to the Instance Mapping sub tab.

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IRACST - International Journal of Computer Science and Information Technology & Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013

Create Instance Mapping (between the two instance that are to be used as source instance EBSDEV and target instance EBSCRP3 )

as source instance EBSDEV and target instance EBSCRP3 ) While mapping, we require the name of

While mapping, we require the name of the DBC file for the two instance (source & destination) .It can be obtained from the system administrator . Here they are EBSCRP3.dbc (destination instance) and EBSDEV.dbc (source instance). The second step is data migration. Data migration is a four-step process:

Create a Selection Set

Extract data from the source instance, using the selection sets.

Transform the extracted data, if required. (Optional)

Load the extracted or transformed data to the target instance.

B. Selection Sets

Selection sets are the building blocks for the migration process. Oracle iSetup provides a set of templates allowing to create selection sets assisted with existing templates. Custom selection sets can also be created without using existing templates.

Home Page

selection sets can also be created without using existing templates. • Home Page • Click on

Click on Selection Sets

selection sets can also be created without using existing templates. • Home Page • Click on

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IRACST - International Journal of Computer Science and Information Technology & Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013

Click on Create Standard Button (This screen will provides set of standards templates)

(This screen will provides set of standards templates) Example of AOL Object Migration • Select Continue
(This screen will provides set of standards templates) Example of AOL Object Migration • Select Continue

Example of AOL Object Migration

Select

Continue

General

Foundation

and

click

on

• Select Continue General Foundation and click on Finally name of the selection set has to

Finally name of the selection set has to be given (any name) and the source instance from where it has to be extracted. Now objects can be filtered here by clicking on the filter icon of each data object.

If the filter icon of the USERS is clicked then the screen appears where we give the user name and the security group for which we want the data to be extracted as given below.

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IRACST - International Journal of Computer Science and Information Technology & Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013

After selecting the User_name and Security_group for which the filtration is to be done, it
After selecting the User_name and Security_group
for which the filtration is to be done, it is selected and
apply button is pressed.
III. EXTRACTS
An extract is a snapshot of the data that has been
extracted from a source Instance. The extract can be
used to perform migration. Create; Upload,
Download, Search, View, Transform, Load, or
Report on an extract can be done.
Creating an Extract
From the Migrations tab > Extracts sub tab, click
Create to create an extract.

Click on Finish Button.

Alternatively, select a selection set from the Selection Sets window and click Extract. This populates details of the selection set for the Extract process.

The following screen appears.

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IRACST - International Journal of Computer Science and Information Technology & Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013

The following are the steps to create an Extract: 1. Name: Enter a unique name
The following are the steps to create an Extract:
1. Name: Enter a unique name for the extract. This is

a Mandatory field.

2. Selection Set: Select the required selection set for

extraction. To do this, click the search icon. This is a

Mandatory field. After a selection, the data objects for the chosen selection set are automatically displayed in a table format. 3. Source Instance: Select the source instance from the pick list. This is a Mandatory field.

Note: If the selected source instance is different from that used at the time of creating the selection set, then some of the filters, if set, may become invalid and may not return any data. By default, the source instance used during creation of the selection set is populated.

used during creatio n of the selection set is populated. 4. Description : Provide informative description

4. Description: Provide informative description that

could help in identifying the extract. This field is not mandatory.

5. Filter Set: Indicate if any filters are set to the data

object.

6. Supports Update: Indicate if data object interface

supports updating the existing record in the target.

Click on Continue Button

7. Schedule: Create the extract as soon as possible or

schedule it for a later date and time.

8. Finish: Click Finish to submit the extract creation

process. An extract is created as per the screen shots given

below.

Schedule the extract with ‘As soon as possible’ option and click on Finish Button. On Confirmation, the Go Button is clicked to Search the extract. The Go button is used for refresh here.

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IRACST - International Journal of Computer Science and Information Technology & Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013

Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013 IV. TRANSFORMS Oracle iSetup allows you to
Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013 IV. TRANSFORMS Oracle iSetup allows you to

IV. TRANSFORMS Oracle iSetup allows you to transform extracted data in the following ways:

Individually transform certain attributes of the data objects in an Extract. Simultaneously transform group of attributes for the data objects in an extract

Note: All data objects do not support transformation.

Transforming data is a three step process.

1. Create: Submit the extract for transformation.

2. Update: Modify the attributes of the data objects.

3. Freeze: Freeze the transform to prevent any further

changes before it is loaded. By freezing a transform, it is ensured that it would not be changed while it is being loaded.

Attention: Only frozen transforms can be loaded. An active extract which has at least one data object supporting transformation.

Searching for Transforms Either a Simple Search or an Advanced Search can be done.

In Advanced Search, the following attributes of the Transform based on which the search can be done are:

Name

Extract Name

Request ID

Phase

Status

Submitted on

Search Results

All transforms that match search criteria provided are listed in a table format. Use the search results page to:

View a list of transforms with name, request ID, extracts, submitted date, phase, transform status, frozen, and active status

View the details of a transform by clicking the name link

Create a transform by clicking Create

Load an active and frozen transform by selecting the transform first and

clicking Load

Delete a transform by clicking the Delete icon

Update a transform by the Update icon

The check in the Active column indicates that the transform is created from an extract of the current release.

A. Loads Load can be done for an extract or a frozen transform to the target instance.

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IRACST - International Journal of Computer Science and Information Technology & Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013

Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013 Create a Load by clicking on Create

Create a Load by clicking on Create Button as per below screen shots.

by clicking on Create Button as per below screen shots. Click on Go Button to find
by clicking on Create Button as per below screen shots. Click on Go Button to find
by clicking on Create Button as per below screen shots. Click on Go Button to find
by clicking on Create Button as per below screen shots. Click on Go Button to find

Click on Go Button to find out the Load that has been submitted.

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IRACST - International Journal of Computer Science and Information Technology & Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013

Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013 V. REPORTING Oracle iSetup Reporter take s
Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013 V. REPORTING Oracle iSetup Reporter take s

V. REPORTING

Oracle iSetup Reporter takes extracted data as input to generate standard reports and comparison reports. The data objects can be chosen to generate the desired report and view the report online or download it as PDF, RTF, or Excel formats. The report online view also allows to search for a record from within the report.

A. Advantages of isetup

1. A first time EBS implementation involves a manual setup using either Business Accelerators or a manual entry. iSetup can

help jump-start such implementation scenarios by loading a CRP instance from an industry best practice configuration.

2. iSetup provides an enterprise wide repository to store business specific configuration snapshots. These copies can

be used to configure a new instance, thus

re-configuration.

avoiding

3. iSetup can be used to copy all setups striped by an Operating Unit and move it to another EBS instance using Hierarchical selection set feature which cascades filter criteria to all related setups in the selection set template.

4. iSetup can be used to migrate incremental

setups

selectively

across

instances

using

filters

on

setup

attributes.

5. Instead of cloning the entire EBS instance, iSetup can be used to move required setup data from a production instance to a testing instance. New setups can be added to the test instance and those specific setups can be selectively migrated to production instance while the instance is up and running. This minimizes the need to redo setups, and execute expensive clone activities.

6. iSetup provides standard and comparison reporting features. Standard reports help in documenting the setups in regular PDF/RTF/Excel that serve as a standard reference for implementation teams. Release 12.1 also supports BR100 styled reports. iSetup also generates detailed deployment reports for post implementation audits and sign-offs (coming soon in 12.1).

7. iSetup comparison reports can help in troubleshooting functional setups by enabling users to compare setups across instances or timelines.

VI.CONCLUSION

Any oracle Implementations involves lot of effort and re-doing setups from scratch when ever a new instance is required. If we perform the setups manually it is prone to human error and it cause lot of time for functional developers to find the missing setups and fix it. A lot of time os saved for setups and errors are avoided if we use the

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IRACST - International Journal of Computer Science and Information Technology & Security (IJCSITS), ISSN: 2249-9555 Vol. 3, No.3, June 2013

iSetup to migrate the setups from one instance to another instance.

REFERENCES

[1]http://docs.oracle.com/cd/B11454_01/11.5.9/acrobat/

115azug.pdf

[2] https://support.oracle.com [3] http://forums.oracle.com

AUTHORS PROFILE

Syed Imdad Huseny working at Accenture is a OCP certified, experienced in implementation of multiple ERP products like Oracle eBusiness suite, good experience in managing and delivering projects, which includes planning, designing, effort estimation, scoping, delivery management and team mentoring. Good exposure in client interfacing and project coordination in offshore-onsite model, both from onsite and offshore. Skilled in managing, leading and motivating teams to accomplish tasks within specified timelines, comply with client specifications and quality processes defined by the organization.

Sumaiya Thaseen is an Assistant Professor (Senior) in VIT University, Chennai with 7 years of experience and also pursuing her PhD degree. A life member of Computer Society of India (CSI). Her areas of interests are ad hoc networks, network security and data mining.

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