Overview
Migration is the process of copying components from one Oracle CPQ site to another Oracle CPQ site. Migration saves admins time by eliminating the need to manually recreate components on a different site or to bulk upload and download components on multiple sites. Migration also eliminates error by ensuring that exact copies of all migrated components end up on the target site.
In CPQ, migrations are done as pulls, where the components are pulled from the source site to the target site. To perform a migration between sites, the admin must log into the target site, open the Migration Center, and connect to the source site that the components will be pulled from.
Migrations can be done between two Oracle CPQ sites, or between an Oracle CPQ site and a migration package. See the topic Migration Packages for more information on creating and applying migration packages.
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Migration Center |
The Migration Center is the user-interface where all migration takes place within CPQ. |
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Source Site |
The Oracle CPQ site that new and changed components are being pulled from. The admin must connect to the source site with appropriate credentials when in Import From Source mode in order to perform a migration. |
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Target Site |
The Oracle CPQ site that new and changed components are being pulled to. To pull components to the target site, the admin must log into the target site, open the Migration Center, and connect to a source site. |
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Migration Packages |
Migration packages are admin-defined packages of components that can easily be moved from site to site without the admin having to reselect components before each migration. |
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Migration Modes |
Migration modes define what action can be done within the Migration Center. Within the Migration Center, an admin can choose from the Offline, Import From Source, Import Package, or Connect to Destination modes. |
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Snapshot |
A Snapshot is a captured state of a site’s migratable objects. Admins can use revert a site to the state captured in a Snapshot, if needed. Oracle CPQ will automatically take a Snapshot of the target site immediately before a migration is performed. Admins can choose to have a Snapshot taken immediately before a migration is performed, and they can take “on-demand” Snapshots at any time. |
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Rollback |
Rollback is the action of undoing a migration to a target site. Rollbacks will restore the components on the target site that were updated by the migration to their previous state immediately before the migration took place. |
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Migration Logs
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The Migration Logs page holds a record (or log) of all previous migrations to the target site. Each migration log includes additional information about the migration. Snapshots can be created and Rollbacks can be initiated on the Migration Logs page. |
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Migration in a Development-Test-Production Setup
In a Development-Test-Production environment setup, administration would be done on the Development site, new or changed components would be migrated to the Test site for testing, and then the components would be migrated to the Production site where they would be live to sales users in the field.
In the graphic above, in the first migration from the Development site to the Test site, the Development site is the source site and the Test site is the target site. In the second migration from the Test site to the Production site, the Test site is the source site and the Production site is the target site.
Environment setups will differ from implementation to implementation, but new or changed components must somehow be moved from the site they were developed on to the site where they can be used in the field. Migration is the fastest and safest way to move components from site to site.
The Migration Center is the user-interface where all migration takes place within CPQ.
| Section | Description |
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Content Pane Depending on what mode is selected, the admin can expand and view components and, if desired, select components for migration using the Contents pane. See the topic Performing a Migration for more information. |
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Details Pane Depending on what mode is selected, the admin can expand and either view or select components with a specific Commerce Process for migration using the Details pane. See the topic Performing a Migration for more information. |
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Migration View Selector Using the Migration View Selector, the admin can choose to view the source site or a Migration Package within the Contents pane. The admin can also create a new Migration Package from this drop-down. See the topic Migration Packages for more information. |
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Migration Mode Selector Using the Migration Mode Selector, the admin can connect to a source site, disconnect from a source site, connect to a destination site, or enter Import Package mode. See the topic Migration Modes for more information. |
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Migration/Package Action Bar Depending on what mode and view are selected, the Migration/Package Action Bar shows different buttons. When in Import from Source mode and in the Whole Site view or a Package view, a Migrate button will be present. Clicking Migrate will initiate a migration of the selected components to the target site. See the topic Performing a Migration for more information.
When in Offline mode or Connect to Destination mode and in a Package view, four package-related buttons (Package Information, Download Package, Save Package, and Delete Package) will be in the action bar. See the topic Migration Packages for more information.
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Admin Action Bar The Admin Action Bar contains two buttons, Logs and Refresh. Clicking Logs opens the Migration Logs page. See the topic Migration Logs for more information. Clicking Refresh refreshes the components in the Contents pane and the Details pane to reflect any changes made on the source or destination site, depending on which mode is selected. |
Administration
Accessing the Migration Center
- Click Admin to go to the Admin Home Page.
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Click Migration under Utilities.
Display Variable Names in Migration Center
In prior releases, the Migration Center only displayed labels for items, which made it difficult to identify items for migration when multiple items had the same display label. Oracle CPQ 19D provides options to display variable names and allow sorting in the Migration Center. When enabled, this enhancement makes it easier for administrators to identify appropriate items for migration.
Complete the following steps to display variable names in the Migration Center.
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Navigate to the Options - General page.
Admin Home > General > General Site Options
- Set the Display Variable Name in Migration Center option to Yes.
- Select the Sort by default in Migration Center option:
- Yes - Display Migration Center items in alphabetical order.
- No - Display Migration Center items in the order they are listed in their parent folder.
The following image shows the Migration Center with variable names and alphabetical sorting enabled.
