Before using Lifecycle Management to migrate Shared Services artifacts, you must perform these actions:
Install and configure Shared Services and EPM System products and verify that they are running. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.
Ensure that users performing Lifecycle Management operations are assigned the LCM Administrator role. See the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide.
To export taskflows with the associated user information, taskflow users must have logged in to the taskflow interface at least once.
Shared Services does not support direct application-to-application migrations using Lifecycle Management. Shared Services artifacts must be migrated to and from the file system. See Migration Scenarios.
When migrating Shared Services Native Directory artifacts, ensure that the source and destination applications have matching names. If the source and destination names are different, perform these actions:
Migrate the source application artifacts to the file system.
In the source application CSV file (for example, sourceapp.csv), replace the source application group name with the destination application group name. Then replace the source application name with the destination application name.
Rename the file to use the destination application name (for example, destinationapp.csv).
Migrate the updated CSV file from the file system to the destination application.