Upgrading From an Environment with Two Instances of Shared Services

  To upgrade an environment that has two instances of Shared Services:

1. Using EPM System Installer, use the Apply maintenance release option to move Foundation Services, Financial Close Management, and Disclosure Management from Release 11.1.2.0 to Release 11.1.2.1.

   If you are applying the maintenance release to Financial Close Management, see Financial Close Management Maintenance Release Installation Prerequisites.

2. Use EPM System Configurator to configure Foundation Services, Financial Close Management, and Disclosure Management.

   During database configuration for Foundation Services, select Upgrade existing database to the current release from.. and select a release number, and then select Import Data From Earlier Release.

3. Perform any required post-configuration tasks for these products. See Performing Postconfiguration Tasks.

4. Using the Upgrading Checklist, upgrade all Release 11.1.1.3 or Release 9.3.3 products except Shared Services to Release 11.1.2.1. Note that you do not need to install Shared Services again. However, you do have to export Shared Services data and perform a configuration task. Perform the upgrade tasks product by product in the following order:

   • Foundation Services. Perform the tasks to export Shared Services data. See Exporting Shared Services Data from the Earlier Release. During configuration with EPM System Configurator, when you configure Shared Services, select only Import Data From Earlier Release.

   • Essbase

   • All other products

   Note:

   If you are upgrading multiple instances of Essbase, for each instance that you are upgrading from, you must create a new instance in Release 11.1.2.1.

   For information about the upgrade process, see the Upgrading Checklist.

5. Note that Disclosure Management mappings from Release 11.1.2.0 are not moved to Release 11.1.2.1. You must manually recreate the Disclosure Management mappings in release 11.1.2.1.