Migration Order Best Practices for Planning

If you are migrating artifacts individually, Oracle recommends that you migrate Planning artifacts in this order:

  1. Shared Services Native Directory (Security)

  2. Application Settings under Configuration Properties

  3. Global Artifacts:

    • Spread Patterns

    • Smart Lists

    • Common Dimensions

    • Exchange Rates

  4. All Standard and Attribute Dimensions under Plan Type

  5. Configuration:

    • User Variables

    • User Preferences

  6. Substitution Variables under Global Artifacts

  7. Plan Type:

    • Substitution Variables

    • Calc Scripts

    • Rules files

    • Calculation Manager Rules

  8. Global Artifacts:

    • Business Rules

    • Custom Menus

    • Calculation Manager Rule sets

    • Planning Unit Hierarchies

    • Report Mappings

  9. Data Forms under Plan Type

  10. Global Artifacts:

    • Composite Forms

    • Task Lists

  11. Relational Data

  12. Access Permissions under Security

  13. Reporting and Analysis (Financial Reporting and Web Analysis)