Introduction: Creating an Implementation Project to Migrate Oracle HCM AI Agents Using Functional Setup Manager

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Migrating Oracle HCM AI Agents between environments is not just a technical task—it requires a structured, well-planned approach to ensure accuracy, consistency, and zero data loss. In real-world enterprise projects, AI Agents often play a critical role in automating HR interactions, decision support, and employee engagement. Any mistake during migration can impact business workflows and user experience.

At NexInfo, we help organizations simplify complex Oracle Cloud processes by following proven, industry-tested methodologies. Using Oracle Functional Setup Manager (FSM), NexInfo consultants ensure that AI Agent configurations are exported, transferred, and imported safely across environments such as Development, Test, and Production.

This guide walks through the practical steps involved in migrating Oracle HCM AI Agents. After creating the implementation project, adding AI Agent tasks, and exporting the configuration package, the final and most important phase is importing the configuration package into the target environment. Step 5 focuses entirely on this critical import process.

Supplies

  1. Oracle Fusion Cloud environment with HCM modules enabled
  2. Access to Setup and Maintenance with appropriate privileges
  3. Functional Setup Manager (FSM) access
  4. Exported Configuration Package from the source environment
  5. Completed Implementation Project with AI Agent task lists
  6. Stable network connection for upload and processing
  7. Validation that AI Agents were published in the source environment

Step 1: Creating the Implementation Project

Before you can export or migrate Oracle HCM AI Agents from one environment to another, the very first thing you need to do is create an Implementation Project in Oracle Functional Setup Manager (FSM). This step is important because Oracle uses implementation projects as a container to group and manage setup tasks. Without this project, you won’t be able to select AI Agent configurations or export them later.

When I started working with Oracle HCM AI Agents, this was the step that made everything clear. Think of the implementation project as a workspace where you tell Oracle exactly what you want to move and how it should be organized.

Accessing Setup and Maintenance

Log in to your Oracle Fusion application using a user account that has setup access. From the home page, navigate to Setup and Maintenance. This area is where all functional configurations are managed.

Once you’re inside Setup and Maintenance, click on the Actions menu at the top. From the list of options, select Manage Implementation Projects. This will take you to the page where you can see existing projects or create a new one.

Creating a New Implementation Project

On the Manage Implementation Projects page, choose the option to create a new project. This opens the Create Implementation Project – Enter Basic Information screen, which is shown in the image.

Here, you need to fill in some basic but important details:

  1. Name: Enter a clear and meaningful name such as HCM AI Agent Export. This helps you easily identify the project later.
  2. Code: Provide a unique code like HCM_AI_AGENT_EXPORT. Oracle uses this internally, so avoid spaces and keep it simple.
  3. Description: Add a short description explaining the purpose of the project. This is helpful when multiple users work in the same environment.
  4. Status: This usually stays as Not Started at this stage, which is completely fine.
  5. Assigned To: Select the person responsible for this project. This helps with ownership and tracking.
  6. Start Date and Finish Date: Set appropriate dates for reference. These dates don’t block the process but are useful for project management.

After entering all required information, save the project.

Why This Step Matters

This implementation project is the foundation for everything that follows. Oracle FSM uses this project to understand which setup tasks belong together. Later, when you add tasks like Configure AI Agent or create a configuration package, Oracle links everything back to this project.

If this step is skipped or done incorrectly, you may face issues while exporting data or miss important AI Agent configurations.

What Comes Next

Once the implementation project is created successfully, you’re ready to move to the next step. In the upcoming steps, you will:

  1. Add AI Agent–related task lists to this project
  2. Review and confirm the selected setup tasks
  3. Create a configuration package
  4. Export and download the AI Agent configuration data

But all of that starts here—with a properly created implementation project.

Final Note

This step may look simple, but it’s one of the most important parts of migrating Oracle HCM AI Agents. Taking a few extra minutes to name and configure the project correctly will save a lot of time later and make the entire export and import process much smoother.

Step 2: Adding AI Agent Configuration Tasks to the Implementation Project (With NexInfo)

Once the implementation project is created, the next step is to define what exactly needs to be migrated. At NexInfo, we always focus on being precise at this stage, because the success of any Oracle HCM migration depends on selecting the correct setup tasks.

In this step, you will add the AI Agent–related task lists to your implementation project. This tells Oracle Functional Setup Manager (FSM) which configurations should be included when exporting AI Agents from one environment to another.

Accessing the Task Lists and Tasks Section

After opening your implementation project (for example, HCM AI Agent Export), scroll down to the Task Lists and Tasks section. This section is initially empty because no functional scope has been defined yet.

Click the Add (plus) icon to open the Select and Add: Task Lists and Tasks window. This screen allows you to search and include specific Oracle setup areas related to your migration goal.

Searching for AI Agent Configuration Tasks

In the pop-up window, ensure the search type is set to Task Lists. In the Name field, enter Configure AI Agent, then click Search.

Oracle will return the relevant task list associated with AI Agent setup. You will typically see an option such as Configure AI Agent Teams, along with a description indicating that it manages the core settings and building blocks of Oracle AI Agents.

At NexInfo, we recommend reviewing the task description before adding it, to confirm that it aligns with the scope of your migration and does not include unrelated configurations.

Adding the Task List to the Project

Select the Configure AI Agent task list from the search results and click Done. Once added, you’ll return to the implementation project screen, where the task list now appears under Task Lists and Tasks.

This confirms that your implementation project is now correctly scoped to include AI Agent configurations.

Why This Step Is Critical

This step directly controls what gets exported in later stages. If the AI Agent task list is not added:

  1. AI Agent teams and related configurations will not be included
  2. The configuration package may be incomplete
  3. Importing into the target environment may result in missing or inconsistent AI Agent behavior

From NexInfo’s implementation experience, defining the correct task list at this stage prevents rework and ensures a smoother export and import process.

Best Practices from NexInfo

Based on real-world Oracle HCM projects, NexInfo follows these best practices:

  1. Add only the task lists required for the migration
  2. Ensure AI Agents are fully configured and published before export
  3. Avoid mixing unrelated setup areas in the same implementation project
  4. Validate the task list presence before proceeding to configuration packaging

What’s Next

With the AI Agent task list added, your implementation project now has a clearly defined scope. In the next step, this project will be used to create a configuration package, which bundles the selected tasks and their setup data for export.

Summary

Adding the Configure AI Agent task list is a key step in migrating Oracle HCM AI Agents. It ensures that all relevant setup data is captured accurately. At NexInfo, this structured approach helps deliver reliable, repeatable, and clean migrations across Oracle environments.

Step 3: Creating a Configuration Package for Oracle HCM AI Agent Export With NexInfo

Once the implementation project is created and the required AI Agent tasks are added, the next key step is to create a Configuration Package. At NexInfo, this step is considered one of the most important parts of the migration process because it defines what exactly will be exported and how complete the export will be. A well-prepared configuration package ensures that AI Agent configurations move safely and accurately between environments.

This step builds directly on the work done in Steps 1 and 2. Your implementation project already contains the AI Agent tasks; now, the configuration package bundles those tasks and their data into a portable format that Oracle can export and later import.

Why Configuration Packages Matter (NexInfo Perspective)

In real customer projects, NexInfo consultants focus heavily on configuration packages because they control data consistency. If this step is rushed or misconfigured, the export may miss critical AI Agent setup data, leading to broken configurations in the target environment.

A configuration package ensures:

  1. AI Agent setup tasks and related data stay together
  2. Only approved and structured configurations are exported
  3. Migration is repeatable and auditable
  4. Risk is minimized during environment transitions

Navigating to Manage Configuration Packages

From Setup and Maintenance, open the Actions menu and select Manage Configuration Packages. This takes you to the page where all configuration packages are created and managed.

Here, click on Create to start building a new configuration package. This opens the Create Configuration Package – Enter Basic Information screen, as shown in the image.

Selecting the Source Implementation Project

At the top of the page, you’ll see the Source Implementation Project section. This is where you connect your configuration package to the implementation project created earlier.

  1. In the Name field, select your implementation project, such as HCM AI Agent Export
  2. This selection tells Oracle that the configuration package should use the tasks and structure defined in that project

At NexInfo, we always double-check this selection. Choosing the wrong implementation project can result in exporting unrelated or incomplete configurations.

Choosing the Export Option

Next, you’ll see two export options:

  1. Setup task list only
  2. Setup task list and setup data

For AI Agent migrations, NexInfo strongly recommends selecting Setup task list and setup data.

This option ensures that not only the task structure but also the actual AI Agent configurations—such as teams, rules, and published settings—are included in the export. Selecting only the task list would move the structure without the data, which is not useful for real migrations.

Entering Configuration Package Details

In the Configuration Package Details section, fill in the following fields:

  1. Name: Enter a clear name like HCM AI Agent Export 1
  2. Code: Provide a unique code such as HCM_AI_AGENT_EXPORT_1
  3. Description: Add a short description explaining the purpose of the package, for example Configuration package for exporting HCM AI Agent setup
  4. Tracking Implementation Project: This field usually auto-populates based on the selected implementation project

NexInfo best practice is to keep naming consistent across projects and packages. This makes it easier to track exports during audits or future migrations.

Saving the Configuration Package

After reviewing all the details, save the configuration package. Once saved, the package becomes available for export processing.

At this point, Oracle knows:

  1. Which implementation project to use
  2. Which tasks are included
  3. That both setup structure and setup data should be exported

This clarity is what makes later export and import steps smooth and reliable.

Common Mistakes NexInfo Helps Clients Avoid

From real-world project experience, NexInfo consultants often help clients avoid these common issues:

  1. Selecting the wrong implementation project
  2. Exporting only task lists instead of task lists with data
  3. Using unclear or duplicate package names
  4. Skipping validation before moving to export

Avoiding these mistakes at this stage saves significant troubleshooting time later.

What Comes Next

With the configuration package created, you’re now ready to move to the export phase. In the next step, you will:

  1. Run the export process
  2. Monitor export status
  3. Download configuration and result files

All of this depends on the configuration package created here.

Final Thoughts (NexInfo Approach)

At NexInfo, we treat configuration package creation as a checkpoint. If this step is done correctly, the rest of the migration process becomes predictable and controlled. Taking the time to select the right options and provide clear details ensures a successful Oracle HCM AI Agent migration with minimal risk.

Step 4: Exporting AI Agent Setup Data From the Configuration Package

With the configuration package successfully created, the next step is to export the setup data. This is where Oracle actually generates the files needed to migrate AI Agents to another environment.

From the Manage Configuration Packages page, locate your package (for example, HCM AI Agent Export_1). Once selected, click on Export Setup Data. This action triggers Oracle’s export process and opens the Export and Import Processes screen.

Here, you can monitor the status of the export job. NexInfo consultants always wait until the status shows Completed Successfully before proceeding. This confirms that all AI Agent configurations have been exported without errors.

After completion, use the Download option to access important export artifacts, such as:

  1. Export Results Report
  2. Process Status Details
  3. Configuration Package file
  4. Summary Reports

These files are essential for validation, audit purposes, and future imports. NexInfo follows a best practice of downloading and securely storing these artifacts before moving to the import phase.

This step completes the export portion of the AI Agent migration process. The exported configuration package can now be safely imported into another Oracle environment, such as TEST or PROD, ensuring consistency across systems.

NexInfo Consultant Note

At NexInfo, these steps are always performed in a structured and repeatable way to minimize risk during environment migrations. Creating a clean configuration package and validating the export results helps ensure AI Agents behave exactly the same in the target environment as they did in the source.

Step 5: Importing the Configuration Package Into the Target Environment

Once the configuration package has been successfully exported, the final and most important step is importing that package into the target environment. This step ensures that all Oracle HCM AI Agent configurations created in the source environment are accurately restored and activated in the new environment. At NexInfo, this step is handled with special care, as it directly impacts system stability and functional consistency.

Before starting the import, ensure you are logged in to the target Oracle Fusion environment (such as Test or Production) with the required setup privileges.

Uploading the Configuration Package

From the Setup and Maintenance page, navigate to Actions → Manage Configuration Packages. This opens the configuration package management screen, where all import and export activities are controlled.

Click on the Upload button and select the configuration package file that was downloaded during the export process. This file contains all AI Agent–related setup data, including published agent teams and their configurations.

Once uploaded, Oracle validates the package and makes it available for import. NexInfo consultants always recommend verifying the package name and version at this stage to ensure the correct file is being used, especially in environments where multiple migrations are performed.

Running the Import Process

After the package upload is complete, go to Manage Export and Import Processes. Locate your implementation project (for example, HCM AI Agent Export 1) and select the Import Setup Data option.

Oracle may first prompt you to run Preimport Tasks. These tasks help identify any conflicts, missing dependencies, or setup issues before the actual import begins. Running these tasks is a best practice followed by NexInfo to avoid runtime errors and data inconsistencies.

Once preimport validation completes successfully, proceed with the import. Oracle processes the setup data and applies the AI Agent configurations to the target environment.

Monitoring Import Status

During the import, the process status will change to In Progress. You can monitor progress directly from the Export and Import Processes page. Once completed, the status will update to Completed Successfully.

At NexInfo, consultants always review the process logs and reports after completion. Oracle provides several downloadable reports, including:

  1. Import Results Report
  2. Process Status Details
  3. Configuration Package Summary

These reports confirm that all AI Agent configurations were imported without errors.

Post-Import Validation

After the import is complete, it is important to validate the results. Navigate to the AI Agent setup area and verify that:

  1. AI Agent teams are available
  2. Configurations match the source environment
  3. Agents are published and functioning as expected

NexInfo follows a strict validation checklist at this stage to ensure that the migrated AI Agents behave consistently across environments and meet business expectations.

Why This Step Is Critical

Step 5 is where all previous work comes together. Even if export steps are done correctly, skipping validation or rushing the import can lead to incomplete setups or unexpected behavior. NexInfo’s structured import approach ensures:

  1. Minimal downtime
  2. Accurate configuration replication
  3. Smooth transition between environments

Final Thoughts

Importing the configuration package is the final milestone in migrating Oracle HCM AI Agents. By carefully uploading, importing, monitoring, and validating the configuration package, NexInfo ensures a reliable and production-ready migration. This disciplined approach helps organizations confidently move AI Agent configurations across environments while maintaining system integrity and performance.