Strategic Finance Upgrade Tasks

Note:

If you are using the Strategic Finance client as a standalone program, Strategic Finance converts the data to the upgraded format when you open the existing.alc files in the new release. If you are using a Client-Server implementation and point the upgraded Strategic Finance server to an existing database during configuration, it converts that database upon first startup, and as each entity is opened at user request. The administrator can also force one or more entities in the database by using the Strategic Finance Administrator Utility.

Table 45. Strategic Finance Upgrade Tasks

TaskReference

In releases earlier than 9.3.x, Strategic Finance used port 1493. Since Release 9.3.x, the default port used for Strategic Finance is 7750. It might be necessary to select the new port number for connections configured on workstations that had clients installed previously.

 

If you customized Strategic Finance files in the earlier release, copy the custom files and client-defined fields to the machine hosting the new installation. Replicating these files is required only if there are customizations to these files. If no customizations have been made to these files, you do not have to replicate them in the new environment; use the base files that are installed with Release 11.1.2.1.

  • .coa: chart of accounts files

  • .drs: default report spec files

  • .alc: alcar file

  • .alt: alcar template

  • consdata.dat (Release 9.x)

  • currdata.dat (Release 9.x)

  • currencies_user.xml (Release 11.x)

  • convert.idx

Copy these files to EPM_ORACLE_HOME/products/hsf/bin.

When you are done with this step, return to the Upgrading Checklist.

 
If you are upgrading from Release 11.1.1.3, use the Strategic Finance migration utility to move Strategic Finance provisioning from the earlier release to the current release. Upgrading Strategic Finance Provisioning Information