Install and configure Shared Services and Financial Management 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 and Application Administrator 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.
Before migrating the Financial Management product-specific artifacts, migrate the Shared Services Native Directory artifacts (users, groups, and provisioning). See Migrating Native Directory (Security). For a listing of Shared Services artifacts, see Shared Services and Lifecycle Management.
Review the Financial Management artifact migration information in the following sections: