You must perform Essbase Server rehosting steps before you perform this step. See Updating References to a Rehosted Essbase Server .
Use the Planning Upgrade Wizard to update references to rehosted data sources and to upgrade Planning applications. For example, if the Essbase Server host and port have changed since the earlier release, you must update data sources and update mappings from Planning applications to reporting applications. If the relational data source has changed, you must update data source connections. The Planning Upgrade Wizard enables you to update multiple data sources and reporting applications simultaneously. The Upgrade Wizard also upgrades applications created in Performance Management Architect or Classic Planning.
Caution! | You must update references to rehosted data sources before you upgrade applications. |
Note: | Before updating references to data sources, ensure that the Essbase server and the relational database are running. |
To update references to data sources and upgrade applications:
From EPM Workspace, select Navigate, then Administer, then Classic Application Administration, Planning Administration and then click Upgrade Wizard. Log in as an administrator user that has Dimension Editor or Application Creator role.
On the Update Data Sources page, review the relational database information and the Essbase server information for each Planning data source. If the Essbase server host and port have changed during upgrade, or if the relational database has moved to a new host, update the information.
To update multiple relational databases with the same information:
On the bottom of the page, select the data sources to which to apply relational database updates.
Under Update Relational Information, enter the new database information.
Click Apply to Selected.
To update multiple Essbase servers with the same information:
On the bottom of the page, select the data sources to which to apply Essbase information updates.
Under Update Essbase Information, enter the new Essbase server information.
Note that you can specify the Essbase cluster name.
Click Apply to Selected.
To update each data source individually:
On the bottom of the page, select the data sources to which to apply the updates.
Enter the new information for each data source.
Click Reset to undo the updates.
Click Validate to test the connections to the selected data sources, and fix any issues that are noted.
Click Save to save the updates to the selected data sources.
On the Upgrade Applications page, review the Relational Server and Essbase Server details and confirm that they are correct. If the details are not correct, click Previous and make the corrections. Then select one or more applications and click Upgrade, and then click OK to proceed.
The list shows both Classic applications and Performance Management Architect applications. Applications that have already been upgraded are not available. The Status column indicates the upgrade status of each application.
The selected applications are upgraded and reregistered with Shared Services. For applications created in Release 9.2.1 or 9.3.3, the Upgrade Wizard upgrades identities in the Planning schema. After upgrade, applications are associated with the same project that they were associated with before upgrading. Any applications that were not associated with a project are assigned to the default Shared Services project.
The administrator user that is upgrading the applications is assigned the Provisioning Manager role for those applications.
A message shows the pass and failure status. The Status column shows the details for each application. The logs show details for the upgrade for all applications.
Upgrade log files are created for each upgraded application in EPM_ORACLE_INSTANCE/diagnostics/logs/planning/PlanningAppUpgradeLog_application_name.txt.
For updates from Release 11.1.2 only: On the Update Reporting Essbase Servers page, review or update the Essbase server information for reporting applications.
Only applications that have already been upgraded and that have reporting applications created on an Essbase server (other than the default Essbase server) are listed.
To update multiple reporting applications with the same information:
On the bottom of the page, select the applications to which to apply the updates.
Under Update Reporting Essbase Information, enter the new Essbase server information.
Click Apply to Selected.
To update each reporting application individually:
On the bottom of the page, select the reporting applications to which to apply the updates.
Enter the new Essbase server information for each application.
Click Reset to undo the updates.
Click Validate to test the connections to the selected Essbase servers, and fix any issues that are noted.
Click Save to save the updates to the selected Essbase servers.
Note: | If you do not see the updates reflected in the Planning application, stop and then restart the Planning server. |
When you are done with this step, return to the Upgrading Checklist.