This chapter applies only when upgrading from an earlier release of FDM (11.1.1.3 or earlier). If you are performing a new installation or applying a maintenance release (FDM Release 11.1.2 to 11.1.2.1) use the Table 1, FDM Installation and Maintenance Release Checklist.
Perform the steps in the following table when installing an upgrade.
Note: | When you apply the maintenance release to move from FDM Release 11.1.2.0 to Release 11.1.2.1, you also use the Schema Updater Utility to upgrade applications. |
Table 2. FDM Upgrade Checklist
| Step | Task | Reference |
|---|---|---|
| 1 | Perform EPM System installation prerequisites | See the Oracle Hyperion Enterprise Performance Management Installation and Configuration Guide and the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Readme. Refer to the Upgrade Checklist in Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide for prerequisite, installation, and configuration tasks. Review both documents thoroughly before installing FDM or ERP Integrator. |
| 2 | Install FDM using Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition | See the Oracle Hyperion Enterprise Performance Management Installation and Configuration Guide for installation procedures. |
| 3 | Configure FDM using EPM System Configurator | Oracle's Hyperion Enterprise Performance Management System Configurator registers FDM with Shared Services, and creates the FDM Task Manager Service and FDM virtual directory in IIS. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide. |
| 4 | Configure Web Server components | See Configuring Web Server Components for Web server configuration procedures. |
| 5 | Configure Task Manager | See Configuring Task Manager for details on setting up Task Manager. |
| 6 | Configure Application Server components | Application Server setup is detailed in Configuring Application Server Components. |
| 7 | Configure Load Balance Manager | Load Balance Manager setup is detailed in Configuring Load Balance Manager. |
| 8 | Configure Workbench | See Configuring Workbench for Workbench configuration procedures. |
| 9 | Upgrade existing FDM Applications using the Schema Updater | SeeUpdating Schemas in this chapter. |
| 10 | Upgrade users using the User Migration Utility | Note: This step is required only when upgrading from a release of FDM in which you did not use Shared Services for user authentication. See Migrating Users to Shared Services in this chapter. |
| 11 | Update scripts | Note: This step is only required when upgrading from FDM 9.x releases. SeeUpdating Scripts in this chapter. |
| 12 | Configure adapter(s) | See Configuring Adapters. |