Quick Start to Lifecycle Management

Lifecycle Management migrations follow this high-level process. Each part of the process is described in the guides or sections as noted in the table below.

Caution!

Oracle recommends that you back up the destination environment before performing a Lifecycle Management import. Exports and imports using Lifecycle Management are not reversible.

Table 2. Lifecycle Management Process

Task	Additional Information
1. Install and configure Shared Services and EPM System products.	Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide
2. Assign the LCM Administrator role to Lifecycle Management users. Note: Essbase, Reporting and Analysis, Financial Management, Planning, Performance Scorecard, and Profitability and Cost Management require that Lifecycle Management users be provisioned additional product roles to perform Lifecycle Management tasks. For additional roles, see the appendixes at the end of this guide.	Oracle Hyperion Enterprise Performance Management System User and Role Security Guide
3. Migrate the following Shared Services Native Directory artifacts: Roles Groups Delegated Lists Users Assigned Roles (only for the application you are migrating)	Migrating Native Directory (Security)
4. Migrate Taskflow artifacts for the application that you are migrating.	Shared Services and Lifecycle Management
5. Complete any product-specific migration prerequisites (for example in Financial Management or Planning Classic applications, create a shell application in the destination environment).	See the “Migration Prerequisites” section for each product in the appendixes at the end of this guide.
6. Back up the destination environment.	Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide
7. In Shared Services Console or Lifecycle Management Utility, select the product-specific artifacts and their dependant artifacts.	See the artifact listing for each product in the appendixes at the end of this guide.
8. Choose a migration scenario; for example, migrating to and from the file system.	Migration Scenarios
9. Continue to define the migration.	For Shared Services Console, see Working With Lifecycle Management and Shared Services Console. For Lifecycle Management Utility, see Using Lifecycle Management Utility.
10. Save the migration definition file for future use.	Saving a Migration Definition
11. Execute the migration.	Editing or Executing a Migration Definition
12. View the Migration Status Report to ensure that everything migrated successfully.	Viewing Migration Status