Financial Management Upgrade Tasks

Perform the following upgrade tasks for Financial Management.

Table 44.  Upgrade Tasks for Financial Management

Upgrade TaskReference

If server names change in a cluster, run EPM System Configurator for all Financial Management clients and perform the cluster registration task to update this information locally.

Financial Management — Register Servers and Clusters

If cluster names are changed or deleted (which can happen during an upgrade or any time), or if server names change within a cluster, the upgrade might not be able to determine the cluster for the application. There are two possible symptoms for this issue:

  • The Upgrade applications from earlier release task fails, and details are logged in EPM_ORACLE_INSTANCE/diagnostics/logs/upgrades/HFMApplicationUpgrade.log. The log contains a message such as the following: “Failed to find default Cluster name for the application applicationName. Will register application with HSS using server localServerName.”

  • The Upgrade applications from earlier release task succeeds, but the application fails to open in EPM Workspace, and the following error is in the Financial Management event log: “Server/Cluster is incorrectly configured. Please reconfigure your Cluster or Server connection.”

If either of these symptoms occur, you must reregister applications manually using EPM Workspace to assign the correct cluster or server.

Financial Management Upgrade Tasks
Define a new cluster if required in the new environment.Clustering Financial Management Servers