Table of Contents:
This document is a tutorial on how to migrate an Oracle Hyperion EPM Architect based Oracle Hyperion Financial Management application from one environment to another using the Oracle Hyperion Enterprise Performance Management System Lifecycle Management console. The steps include artifacts of Performance Management Architect and related components including Financial Management, Oracle Hyperion Calculation Manager, and Oracle Hyperion Shared Services artifacts.
Migrating Performance Management Architect applications through the Lifecycle Management console requires two passes. However, the same results can be achieved in a single pass by leveraging the command-line utilities of Lifecycle Management and Performance Management Architect.
The first two exercises in this document walk you through the steps needed to migrate artifacts from one environment to another using the Oracle Hyperion Enterprise Performance Management System Lifecycle Management console. The third exercise walks you through the command line approach.
This exercise provides steps to import an entire Performance Management Architect application in two migrations. – 15 Minutes
This exercise provides steps to export all the related artifacts for a Performance Management Architect application in a single migration. – 15 Minutes
This exercise provides steps to import all the related artifacts for a Performance Management Architect application in a single migration using command-line utilities. – 15 Minutes
Use the Shared Services native admin user to perform the procedures in these exercises.
Before you start the exercises in this document, do the following:
Set up a Release 18.104.22.168 environment configured with the following products:
Performance Management Architect
Oracle Hyperion Foundation Services
Complete the following steps to apply a Performance Management Architect patch:
Navigate to ORACLE_HOME\EPMSystem11R1\products\Foundation\BPMA\AppServer\InstallableApps.
Open epmawebtier.ear and navigate to awb.war\WEB-INF\conf\.
Replace the lcmArtifacts.xml file that is available in the copied folder – LCMWorkshops.
Restart the Oracle Fusion Performance Management Web application.
Restart Oracle Hyperion Foundation Services.
You must use the 7-Zip software to unzip the sample data used in these exercises. Please download it before proceeding. Using other archiving utilities might result in migration errors.
You will need some sample data for these exercises. To download the sample data:
Go to the Oracle Documentation Library on Oracle® Technology Network (http://www.oracle.com/technology/documentation/epm.html).
Under Oracle Enterprise Performance Management System Release 22.214.171.124, click View Library.
On the Foundation Services tab, download the file titled Migrating Oracle Hyperion Performance Management Architect Applications - Data, and unzip its content to EPM_ORACLE_INSTANCE\import_export.
If the import_export folder does not exist, you must create it
You must use 7-Zip to unzip the contents of the file. The name of the actual zip file is epm_migrate_epma_app_data.zip.
To import Performance Management Suite artifacts using Lifecycle Management:
To deploy the Performance Management Application and Calculation Manager rules:
To import Financial Management artifacts using Lifecycle Management:
To export Shared Services, Performance Management Architect, and Calculation Manager artifacts from the source:
Default Application Group/FM7Dim
Dimension Access/Import Profiles/MGApp
This launches the Migration Status Report.
To export Financial Management artifacts from the source:
To import a Performance Management Architect application using a batch script:
<bpmaserverurl>: URL to the Oracle Hyperion EPM Architect server; for example, http://localhost/hyperion-bpma-server/.
<workspaceurl>: Workspace URL; for example,. http://localhost:19000/workspace.
<username>: Shared Services admin username.
<password>: Shared Services admin password.
<ApplicationServer>: Oracle Hyperion Financial Management application server.