Upgrading from a Previous Version, 3 of 3

Upgrading Financial Analyzer 6.2 and Higher to Financial Analyzer 11i

Directory structures

Both Financial Analyzer release 11i and releases 6.2x use a standard directory structure for the CODE, SHARED, TASKFILE, TEMPORARY, and SHELLS directories for Super administrator and Administrator workstations, and for cluster configurations. It is recommended that you conform to this standard structure, because features in future releases will be based on it.

The Financial Analyzer 11i client component will be installed into a different directory than the directory that was used for Financial Analyzer 6.2.x off of your Oracle home directory.

Upgrade requirements

Before you upgrade your system, be sure to perform the following tasks:

Back up your existing Financial Analyzer system.
Run the Task Processor to ensure that all processes have been completed.
Ensure that Express Server 6.3.2.1 is installed on all appropriate servers.
For thick client workstations, ensure that Personal Express Server 6.3.2.1 is installed on the client PC.
Uninstall all Financial Analyzer and Sales Analyzer 6.2.x client components.

Upgrade sequence

The upgrade process must be completed in the order listed here to upgrade Financial Analyzer properly. You will follow a top-down order.

Upgrade the Super administrator workstation.
Upgrade workstations reporting to the Super administrator.
Upgrade the Administrator workstations.
Upgrade workstations reporting to subordinate administrators.

Procedure: Upgrading the Super administrator workstation

Follow these steps to upgrade a Super administrator workstation:

Remove (deselect) the Read-only attribute for all code database files that correspond to this workstation. See "Understanding the Installed Server Directories and Files" for a list of the code database files; these are the files listed in the CODE directory that have .db file extensions.
Use Installer to install the server component of 11i in the same location as 6.2.x. When you are prompted for the name of the Super administrator personal database, use the same database name that was used in 6.2.x.

Note: The existing personal and shared databases will not be overwritten.
Install the new 11i client component of the Super administrator workstation.
Start the Super administrator workstation from the newly created icon to upgrade the personal database and shared component.

Procedure: Upgrading an Administrator workstation

Follow these steps to upgrade an Administrator workstation:

Remove (deselect) the Read-only attribute for all code database files that correspond to this workstation. See "Understanding the Installed Server Directories and Files" for a list of the code database files; these are the files listed in the CODE directory that have .db file extensions.
Use Installer to install the server component of 11i in the same location as 6.2.x.
If you are upgrading a 6.2 installation that used UNC pathing, edit the [SUPER] section of the system configuration file to specify the appropriate path information (UNC pathing is not supported in 11i.).

For detailed information about configuration files, see Chapter 4.
Install the new 11i client component of the Administrator workstation.
Start the Administrator workstation from the newly created icon to upgrade the personal database and shared component.

Procedures: Upgrading Budget workstations

The following procedures describe the steps you follow to upgrade a Budget workstation, depending on how it is configured.

Upgrading a thin client Budget workstation

Follow these steps to upgrade a thin client Budget workstation:

Install the new 11i thin client component for the Budget workstation.
If you are upgrading a 6.2 installation that used UNC pathing, edit the personal configuration file associated with the workstation and change the OFASYSCFGPATH setting to specify the appropriate path information (UNC pathing is not supported in 11i.).

For detailed information about configuration files, see Chapter 4.
Start the Budget workstation from the newly created icon to upgrade the personal database.

Upgrading a thick client Budget workstation

Follow these steps to upgrade a thick client Budget workstation:

Use Installer to install the thick client component of 11i for the Budget workstation. When you are prompted for the name of the personal database, use the same database name that was used in 6.2.x.
Move the personal database from the existing thick client directory into the newly installed one.
Start the thick client Budget workstation from the newly created icon to upgrade the personal database.

Upgrading a thin client Budget workstation that is part of a cluster

Follow these steps to upgrade a thin client Budget workstation that is part of a cluster:

Use Installer to install a new cluster component of 11i on the server in the same location where the 6.2.x cluster component was installed.
If you are upgrading a 6.2 installation that used UNC pathing, edit the personal configuration file associated with the workstation and change the OFASYSCFGPATH setting to specify the appropriate path information (UNC pathing is not supported in 11i.).

For detailed information about configuration files, see Chapter 4.
Install the new 11i thin client component for the Budget workstation.
Start the Budget workstation from the newly created icon to upgrade the personal database.

Procedure: Upgrading an Analyst workstation

Follow these steps to upgrade an Analyst workstation:

Install the new 11i thin client component for the Analyst workstation.
If you are upgrading a 6.2 installation that used UNC pathing, edit the personal configuration file associated with the workstation and change the OFASYSCFGPATH setting to specify the appropriate path information (UNC pathing is not supported in 11i.).

For detailed information about configuration files, see Chapter 4.
Start the Analyst workstation from the newly created icon to upgrade the personal database.