Upgrading EPM System Products

In This Section:

About Upgrading

Upgrading Checklist

Upgrade Installation Prerequisites

Downloading and Preparing Files for Installation

Preparing Data for Upgrading

Stopping EPM System Services

Uninstalling the Earlier Release of EPM System Products

Installing EPM System Products for an Upgrade

Configuring EPM System Products in an Upgrade

Starting EPM System Services

Validating the Installation

Performing PostConfiguration Tasks

Updating References to a Rehosted Environment

Upgrading Applications from the Earlier Release to the Current Release

Performing Additional Product-Specific Upgrade Tasks

Transferring Existing FDM Users to Shared Services

Upgrading Smart View

Upgrading from an Environment with Multiple Releases

Repeating the Upgrade Process for Applications

This chapter describes the upgrade process for EPM System products. To upgrade EPM System products to Release, you deploy Release software in a new location and move applications and data to the new deployment.


Upgrading does not apply to moving from Release or to Release Use the “Apply Maintenance Release” option in EPM System Installer instead. See Maintenance Release Installation Checklist. When you apply the maintenance release, you need not follow the upgrade procedures described in this chapter.


For most clients, if you are upgrading from an earlier release of an EPM System client component, you must uninstall the earlier release before you install the new release. No configuration is required. If you have an earlier release of Financial Reporting Studio, see Maintenance Release Installation Prerequisites for additional requirements.