Export and

Import
HCM
Extract
Definitions
WHITE PAPER / APRIL 24, 2018
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Table of Contents

Introduction ..................................................................................................4

Special Considerations ................................................................................4

Prerequisites ................................................................................................4

Exporting Dependant collateral VIA configuration

package .......................................................................................................5

Importing dependant collateral via configuration

package .....................................................................................................12

Exporting bi publisher template ..................................................................15

Importing bi publisher templates ................................................................17

exporting HCM Extracts .............................................................................18

Importing hcm extracts...............................................................................20

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INTRODUCTION

Oracle HCM extract definitions specify how to extract HCM data from the
database, transform the extract results to the desired format (e.g., XML,
PDF), distribute the output by e-mail, fax, and other delivery nodes.

Typically, you create and test extract definitions in a test environment and
after certifying the definitions, you migrate the extract definitions to the
production environment for live deployment. This document explains how
you can achieve this migration using the export/import facility in the
Manage HCM extract definitions user interface. You can use the facility to
migrate content from any environment to another, with both the source and
target environments in the same release levels.

SPECIAL CONSIDERATIONS
If the extract already exists in the target environment, you cannot overwrite it. You must either give it
an original name, or delete the existing extract before import.

PREREQUISITES
• Create and certify the HCM extract definitions in the source environment (usually a test or
development environment).

• Re- create any dependent collateral such as Fast Formulas, lookup values, value sets, balance
groups, or BIP report templates. If the collateral isn’t in the destination environment when the extract
is imported, the parameters, artifacts, and extract options will need to be recreated.

Dependent collaterals can be migrated manually. This document describes how to migrate artifacts
using the Functional Setup Manager.

• Access to Data Exchange work area or the Setup and Maintenance work area for the user migrating
the HCM extract definitions.

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EXPORTING DEPENDANT COLLATERAL VIA CONFIGURATION PACKAGE
Exporting data via configuration package will allow you to export multiple objects simultaneously.

1. Access the Setup and maintenance Area.

2. From the tasks list, select Manage Implementation Projects.

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 3. From Implementation Projects Management, select Create.

4. If necessary, modify the default properties. Click Next.

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 5. Select the offering Workforce Deployment and Payroll to include in your implementation
project. Click Save and Close.

6. Click Done.

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 7. Click Manage Configuration Packages from the task list.

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 8. On the Manage Configuration Packages page, click Create.

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 9. Choose your implementation project and click Next.

10. Click Deselect all.

11. Items to report, include, but are not limited to. If there are any dependencies, those objects
will automatically be selected. Once all selections are made, click Submit.

• 40 – Application Common Lookup

• 240 – Application Flex field Value Set

• 3530 – Fast Formula User Entity

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 • 3580 – Payroll Balance Group

• 3590 – Payroll Balance Group Usage

12. Download the configuration package.

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IMPORTING DEPENDANT COLLATERAL VIA CONFIGURATION PACKAGE
1. Access the Setup and Maintenance area.

2. Click Manage Configuration Packages.

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 3. Click Upload.

4. Click Choose file, and choose the configuration package you downloaded.

5. Click Get Details and Submit.

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 6. Click Import Setup Data.

7. Click Submit.

8. Click Yes to acknowledge the warning.

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EXPORTING BI PUBLISHER TEMPLATE
1. From the navigator, choose Reports and Analytics.

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 2. Click browse catalog.

3. Locate you HCM Extract Templates. Make a note of the folder path in which the templates
are located. You can archive or unarchive individual templates or a folder with multiple
templates. Select the artifact and then Archive from the Tasks pane.

The extract definition is downloaded to your local machine, based on your browser settings.

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IMPORTING BI PUBLISHER TEMPLATES
1. In the destination environment, recreate folders, if necessary. Select the destination folder
from the Folders pane and Unarchive from the Tasks pane.

2. Browse your computer, select the archived catalog file and click OK.

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EXPORTING HCM EXTRACTS
Steps 1 to 4 identify the actions you perform in the environment from which you are migrating HCM
extract definitions. This is typically a test or development environment. If exporting multiple extract
definitions, you can save time by exporting all extract definitions before logging on to the target
environment.

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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 2. From the tasks list, select the Manage Extract Definitions task.

3. Select for the HCM Extract Definition you want to export. Note that you can import and export
extract definitions individually.

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

The extract definition is downloaded to your local machine, based on your browser settings.

IMPORTING HCM EXTRACTS

Steps 1 to 4 identify the actions you perform in the environment from which you are migrating HCM
extract definitions. This is typically a test or development environment. If exporting multiple extract
definitions, you can save time by exporting all extract definitions before logging on to the target
environment.

1. 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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2. Assign a name to the HCM Extract. To find the exported extract definition that you want to import
into the target environment, click Choose File. If the wrong file is accidentally selected, you may
click Update to choose another file. Provide a Legislative Data Group, if applicable, to the HCM
extract definition that you are importing. Click OK.

If the import is successful, then a confirmation message displays. You can now download the log
and check for any errors and correct them. If logged errors are not corrected, it may result in some
object loss. An example of this, if an extract definition is imported which uses an extract rule artifact
and the underlying fast formula is not in the destination system, the artifact will not be present in the
extract.

Press OK to exit the confirmation dialog.

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3. Search for the extract and click on the extract definition name.

4. Compile all formulas and validate the extracts.

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Export and Import HCM Extract Definitions
April 2018
Author: Rachel Martorelli