Migrating Directly From One Application to Another

Direct application-to-application migrations can occur only between “like” applications that are registered with the same Shared Services instance; for example, Essbase to Essbase, Planning to Planning, or Financial Management to Financial Management. Users cannot migrate from Financial Management to Planning.

Some EPM System products do not support direct application-to-application migration using Lifecycle Management. See the appendixes at the end of this guide to determine whether your product supports application-to-application migration.

Note:

Some products require that an application exist or a shell application be created in the product before a destination application can be selected. To determine whether this is the case for your product, see the appendixes at the end of this guide.

  To migrate artifacts and applications directly from application to application using Shared Services Console:

  1. Back up the destination environment. See Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide.

  2. Launch Shared Services Console. See Launching Shared Services Console.

  3. View artifacts. See Viewing Artifacts.

  4. Select the applications or artifacts to migrate.

  5. Optional: Click Selected Artifacts (above the artifact listing) to filter the list of selected artifacts and display only the artifacts that are selected.

  6. Click Define Migration to display the Migration Wizard.

  7. On the Source page, select the source applications for migration, and click Next.

    Note the following:

    • The Source page displays only if you have selected artifacts from multiple applications (or multiple sources). If you have selected artifacts from only one product, the Migration Wizard skips this page and jumps directly to the Source Options page.

    • All sources displayed on the Source page are included in the migration definition, and you must provide migration options for each source.

    • To exclude a source from a migration definition, select it and click Remove Source.

    • You can execute the migration once at the end after providing migration options for each. After a migration is defined in Migration Wizard, a green check mark is displayed next to the source on the Source page.

  8. On the Source Options page, enter information about the source, and click Next.

    Note:

    Source options differ by product. For a listing of options by product, see the appendixes at the end of this guide.

  9. On the Destination page, specify the Applications destination, and click Next.

  10. On the Destination Options page, review the destination options, and click Next.

    Note:

    Destination options differ by product. For a listing of options by product, see the appendixes at the end of this guide.

  11. On the Migration Summary page, review the source and destination options you specified. Click Back to make changes.

  12. Save the migration definition for a later migration or execute the migration immediately: