Install and configure Shared Services and Essbase 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, Server Access, Calc, and Database Manager roles. See the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide.
Determine the migration scenario that best fits your requirements. See Migration Scenarios.
Essbase Classic applications—Before migrating security filters, you must migrate Shared Services Native Directory (users, groups, and provisioning). See Migrating Native Directory (Security). For a listing of Shared Services Native Directory artifacts, see Shared Services and Lifecycle Management..
Note: | To use Lifecycle Management for Planning or Essbase, Essbase must use Shared Services Native Directory and not a legacy security mode. |
Essbase Performance Management Architect applications—Before migrating non-dimensional artifacts, Performance Management Architect dimensions must be migrated first and 'deployed after import'. For a listing of Performance Management Architect artifacts, see Performance Management Architect and Lifecycle Management.
Before exporting Essbase data, ensure that the database is set to read-only mode to disallow any updates until the export process is complete.
Before exporting data artifacts, make sure to load data into the database; otherwise, the data migration will fail since the artifacts will not have any value.