oracle fusion crm_using sandboxes

Download Oracle Fusion CRM_Using Sandboxes

Post on 05-Jan-2016

8 views

Category:

Documents

0 download

Embed Size (px)

DESCRIPTION

Oracle Fusion CRM_Using Sandboxes

TRANSCRIPT

  • An Oracle White Paper

    October 2012

    Customizing Oracle Fusion CRM Applications

    Using Sandboxes

  • Safe Harbor

    The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

    About This Document

    This document supplements standard product documentation, which you are encouraged to review. To find documentation, such as guides, click Help and search for topics.

    The information in this document is applicable to Oracle Fusion CRM versions 11.1.3.0.0 and 11.1.4.0.0.

  • Customizing Oracle Fusion CRM Applications Using Sandboxes

    Copyright 2012, Oracle and/or its affiliates. All rights reserved.

    Oracle Proprietary and Confidential - Distributed to Authorized Customers

    Executive Overview ............................................................................................. 1

    Introduction ......................................................................................................... 1

    Customizations .................................................................................................... 2

    Composers ................................................................................................................ 2

    Sandboxes .......................................................................................................... 4

    Using the Sandbox Manager ...................................................................................... 6

    Creating a Sandbox ................................................................................................................7

    Creating Multiple Sandboxes..................................................................................................8

    Activating a Sandbox ..............................................................................................................8

    Exiting a Sandbox and Returning to the Mainline ............................................................... 10

    Publishing a Sandbox .......................................................................................................... 11

    When should you publish a sandbox? ........................................................................ 11

    How frequently should you publish a sandbox? ......................................................... 12

    Deleting a Sandbox ............................................................................................................. 12

    Using Sandboxes: Guidelines .................................................................................. 13

    Guidelines: Multiple Users ................................................................................................... 13

    Guidelines: Sandbox Operations ......................................................................................... 15

    Exceptions ......................................................................................................... 16

    Lookup Types and Values ........................................................................................ 16

    Reports and Custom Fields ...................................................................................... 16

    Web Services (including Object Workflows) ............................................................. 17

    Import and Export .................................................................................................... 18

    Server Exception ...................................................................................................... 18

    ProfileMO.xml Error ............................................................................................................. 18

    Data Security Service Error ................................................................................................. 18

    Other Errors ......................................................................................................................... 19

  • Customizing Oracle Fusion CRM Applications Using Sandboxes

    Copyright 2012, Oracle and/or its affiliates. All rights reserved.

    Oracle Proprietary and Confidential - Distributed to Authorized Customers

    Development Lifecycle ...................................................................................... 20

    Publishing a Sandbox .............................................................................................. 22

    Example of Multi-week Cycle ................................................................................... 24

  • Customizing Oracle Fusion CRM Applications Using Sandboxes

    Copyright 2012, Oracle and/or its affiliates. All rights reserved.

    Oracle Proprietary and Confidential - Distributed to Authorized Customers 1

    Executive Overview Todays dynamic business landscape demands fast responses from companies to address both customer and market needs, typically requiring several different teams to work simultaneously on application customizations while sharing the same data model and configuration starting point.

    Oracle Fusion CRM Applications use sandboxes to allow companies to meet these requirements. Sandboxes let companies avoid the risk of conflicts between teams working in parallel, and give administrators the ability to test all customizations before their users ever see them.

    Introduction Sandboxes in Oracle Fusion Applications provide robust out-of-the-box functionality to help isolate and control customization efforts without impacting other users configuration environments, and/or the production environment. You can read all about sandboxes in the Oracle Fusion Applications Extensibility Guide. Or, review this document to learn how to customize Oracle Fusion CRM Applications, specifically, using sandboxes.

    Sandboxes let users make changes isolated from the mainline application, as well as from other sandboxes. The mainline is the source of data and definitions used at the time of creating a new sandbox. Business analysts can implement and test application customizations in a sandbox and, once satisfied, publish them back to the mainline. When making changes in a sandbox, your customizations will not be available to any other sandbox or to the mainline application until you have published your sandbox. When publishing a sandbox, the included application customizations overwrite the mainline applications existing configuration.

    Within this document, the term customizing means to change an existing artifact, for example, adding a new field to an existing business object. Customizing also refers to changing what is displayed on a page, as well as creating a completely new artifact, such as a business object or page.

    Note: NEVER make your customizations directly in the mainline. Instead, always use sandboxes whenever possible.

  • Customizing Oracle Fusion CRM Applications Using Sandboxes

    Copyright 2012, Oracle and/or its affiliates. All rights reserved.

    Oracle Proprietary and Confidential - Distributed to Authorized Customers 2

    Customizations At a technical level, your customizations affect two major areas: the Metadata Services repository and the database layer.

    First, all changes result in the creation or updating of many files within the Metadata Services repository. Your customizations are stored as XML files in the repository, segregated by sandbox.

    Additionally, as custom objects and fields are created, their definitions are allocated to generic placeholders that already exist as tables or columns in the database.

    Composers

    To customize applications within Oracle Fusion CRM, you can use these composers:

    COMPOSER USE

    CRM Application Composer

    Customize pages, business objects, and all the artifacts that support them (such as fields, pages, buttons and links, security, server scripts, and saved searches). Extend Oracle Fusion CRM applications by creating completely new business objects and artifacts. For more information on customizing Oracle Fusion CRM Applications using CRM Application Composer, refer Oracle Fusion Applications CRM Extensibility Guide on Oracle Technology Network at http://www.oracle.com/technetwork/indexes/documentation

    Oracle Composer Customize pages. For more information on customizing pages using Oracle Composer, refer Oracle Fusion Applications Extensibility Guide on Oracle Technology Network at http://www.oracle.com/technetwork/indexes/documentation

  • Customizing Oracle Fusion CRM Applications Using Sandboxes

    Copyright 2012, Oracle and/or its affiliates. All rights reserved.

    Oracle Proprietary and Confidential - Distributed to Authorized Customers 3

    CRM Application Composer

    Oracle Composer

  • Customizing Oracle Fusion CRM Applications Using Sandboxes

    Copyright 2012, Oracle and/or its affiliates. All rights reserved.

    Oracle Proprietary and Confidential - Distributed to Authorized Customers 4

    Sandboxes Sandboxes handle metadata customizations made to the data stored in the Metadata Services repository (MDS).

    Sandboxes typically have one of two

Recommended

View more >