Creating a Financial Management Application Shell

  To create a Financial Management application shell:

1. Launch Shared Services Console and log in as the user who is provisioned with the appropriate Lifecycle Management roles.

2. In Shared Services Console, expand Application Groups and select a Financial Management application.

3. In the Artifact List tab, complete the following steps:

   • Expand Configuration, Properties and select Application Definition.xapr.

   • Select the artifacts to migrate.

4. Click Define Migration and enter the requested information in the Migration Wizard. When you get to the Migration Summary dialog box, click Save Migration Definition.

5. Open the migration definition file and do the following:

   • Add an option to create an application shell:

     <optionInfo name="operation" value="create"/>

   • Enter a new application name (APPNAME)

     Note that Financial Management always registers the application name in all upper case.

   The following is a sample migration definition file. The options to create an application shell and to enter a new application name are shown in bold.

   <?xml version="1.0" encoding="UTF-8"?>
   <Package name="web-migration" description="Migrating File System to Product">
      <Credentials user="admin" password="{LCM}EfvQ1OtKE+BSpvzfzrI41EfvHn9RQfk/8SarfMr0wR+pl1sZ95WYO2aTE9EDBme5"/><LOCALE>en_US</LOCALE>
      <Connections>
         <ConnectionInfo name="MyHSS-Connection1" type="HSS" description="Hyperion Shared Service connection"/>
         <ConnectionInfo name="FileSystem-Connection1" type="FileSystem" HSSConnection="MyHSS-Connection1" filePath="C:\Oracle\Middleware\user_projects\epmsystem1\import_export\admin@Native Directory\AppExtract" description="Source Application"/>
         <ConnectionInfo name="AppConnection2" type="Application" product="HFM" description="Destination Application" HSSConnection="MyHSS-Connection1" project="hfm" application="APPNAME"/>
      <Connections>
      <Tasks>
         <Task seqID="-1">
            <Source connection="FileSystem-Connection1">
               <Options/>
               <Artifact recursive="true" parentPath="/Configuration" pattern="*"/>
               <Artifact recursive="true" parentPath="/InterCompany" pattern="*"/>
               <Artifact recursive="true" parentPath="/Dimensions" pattern="*"/>
               <Artifact recursive="true" parentPath="/Member Lists" pattern="*"/>
               <Artifact recursive="true" parentPath="/Documents" pattern="*"/>
               <Artifact recursive="true" parentPath="/Rules" pattern="*"/>
               <Artifact recursive="true" parentPath="/Forms" pattern="*"/>
               <Artifact recursive="true" parentPath="/Security" pattern="*"/>
               <Artifact recursive="true" parentPath="/Journals" pattern="*"/>
            <Source>
            <Target connection="AppConnection2">
               <Options>
                  <optionInfo name="ImportDimensionMode" value="replace"/>
                  <optionInfo name="operation" value="create"/>
              </Options>
            </Target>
         </Task>
      </Tasks>
   </Package>

6. Save the changes to the migration definition file.

7. Execute the migration using the command line utility utility.bat found in EPM_ORACLE_INSTANCE/bin as follows:

   utility.bat <Migration Definition File Name>