Prerequisites
- A connection to your source environment and a connection to your target environment. See Oracle connections.
- The source connection must be harvested — run discovery on it first so its setup tasks are available. Discovery uses SQL, so SQL must be enabled on the connection.
- Permission to run the setup export and import on both environments.
Create a workbook
1
Open the Configuration Workbench
Select Configuration Workbench in the left navigation, then Create.
2
Choose what to pull
Pick the source connection, then choose the offering and functional area to pull — or switch to choose tasks to select individual setup tasks. Give the workbook a name.
3
Pull the configuration
ORCA exports the selected tasks from the source environment and creates the workbook as a draft. Each task appears in the left panel with its business objects and row counts.
Review and edit
Open the workbook to review what you pulled.- Edit in the grid. Each business object shows its rows in a grid. Edit cells directly.
- Edit in Excel. Use Download Excel to export the workbook, edit it in Excel, then Upload Excel to replace each business object’s data with your edited copy.
- Keep only what you need. Uncheck a row to drop it. Dropped rows stay in the workbook for reference but are excluded from a push — they are never deleted from any environment.
Publish a version
Publishing saves a numbered, read‑only version of the workbook so you have a fixed point to push and to return to.- Publish — save the current draft as the next version.
- Edit as draft — start a new draft from a published version to make further changes.
- Discard draft / Reset to source — throw away draft edits, or re‑pull the whole workbook fresh from the source.
Check for drift
Detect drift compares the workbook against the environment it was pulled from, so you can see whether that environment has changed since you pulled — and reconcile it.1
Run the check
Select Detect drift. The check runs in the background; you can keep working, and the drift view updates itself when it finishes.
2
Review what changed
Each drifted business object gains a Drift view showing rows that were added, changed, or removed in the source. Switch a section between Data and Drift to inspect it.
3
Apply what you want
Accept the source changes you want and Apply to draft to merge them into your workbook. Everything else is left untouched.
Detect drift compares against the workbook’s source environment. Comparing one workbook against a different target environment is not part of this workflow.
Push to a target environment
1
Select the version to push
Use the version selector to choose the version you want. Confirm the Push button names that version (for example, Push v2) — this is what will be sent.
2
Select the target
Choose the target connection in the connection selector.
3
Push
Select Push and confirm. ORCA sends each task to the target as an Oracle setup‑import request, waits for each to finish, and reports how many tasks succeeded.
Verify the load in Oracle
Each task is submitted as an Oracle scheduled process. To confirm what landed:- In the target environment, open Tools → Scheduled Processes.
- Search for the process by its request ID (or by name, for example Manage Value Sets).
- Open the process and View Output / Log to see the per‑object records loaded and rejected.
Next steps
Oracle connections
Add and harvest the source and target environments.
Governed REST vs SQL
How ORCA reads and writes within your Oracle security.