Migrating the Repository

  To migrate the repository:

1. Launch the Administration Console by selecting Start > Programs > Hyperion > Administration Services > Start Administration Services Console.

2. In the Analytic Administration Services Login dialog box, enter a server name and your user name and password to log on to Administration Services.

3. In the left navigation frame of Administration Services, expand the Business Rules node. Then expand the Administration node.

4. Right-click Administration and select Migrate Repository.

   The Migrate Business Rules window is displayed with the Business Rules tab selected; this tab is empty initially. After you connect to a server, database, and repository from which to migrate, this tab lists the business rules that you can migrate.

   Note:

   You cannot migrate any access privileges that are associated with business rules, variables, macros, sequences, or projects.

5. Click Connect to connect to the repository from which you want to migrate repository objects.

6. On the Enter Source Repository Information dialog box, do the following:

   Note:

   You cannot use the Migrate Repository feature in Business Rules to migrate a 4.1 or higher release to the current release. You need to upgrade the 4.1 or higher repository to a repository for this release using the EPM System Configurator. See the Oracle Essbase Administration Services Installation Guide.

   1. From the Repository Version drop-down list, select one of the following repository versions from which to migrate:

      • Current Version: Select this option if your repository is upgraded to a repository for this release (using the Oracle's Hyperion Enterprise Performance Management System Configurator), and you want to migrate business rules, variables, macros, sequences, projects, and database locations and the access privileges assigned to them, to another repository for this release. You cannot use this option to upgrade from a previous release to the current release.

      • Business Rules 4.0 Repository: If you are migrating a 4.0 repository to a repository for this release, run the Externalize Users utility in Administration Services first. When you run this utility, all native Administration Services and Business Rules users from the previous release are migrated from the Administration Services/Business Rules repository into the Shared Services repository. For more information on using the Externalize Users utility to migrate users to Shared Services, see the Oracle Essbase Administration Services Installation Guide.

        Select this option to migrate non-graphical business rules, variables, macros, sequences, projects, and database locations and the access privileges assigned to them, from a Business Rules 4.0 repository into a Business Rules repository for this release. When you migrate your Business Rules 4.0 repository to a repository for this release, all Business Rules repository objects including rules, sequences, variables, macros, projects, and database locations and the access privileges assigned to them, are migrated to Shared Services automatically. During migration, any Business Rules roles assigned to users are migrated and assigned equivalent roles in Shared Services. In addition, any Business Rules groups are migrated to Shared Services. If the groups have roles assigned to them, these roles are also migrated and assigned equivalent roles in Shared Services. If a Business Rules group does not exist in Shared Services, it is created. After they are migrated to the Shared Services repository, existing Business Rules users and groups are automatically provisioned for use in Business Rules. You can work with Business Rules users and groups, and assign roles to them, in Shared Services User Management Console. For an overview of Shared Services User Management Console, Hyperion’s new centralized interface for managing users, groups, and roles for all Hyperion products, see the Hyperion EPM System Security Administration Guide.

      • Graphical Repository: Select this option to migrate graphical business rules from a graphical repository (from 2.x through 4.0.1) into a Business Rules repository for this release. All of your graphical business rules remain graphical business rules in the Business Rules repository for this release.

        Note:

        You cannot convert non-graphical business rules into graphical business rules by migrating to a new repository. Also, you cannot migrate rules from an active repository to another repository. For example, if you have repositories A and B, and A is the active repository, you cannot migrate rules from the A repository into the B repository, though you can migrate rules from the B repository into the A repository.

   2. From the Repository Type drop-down list, select one of the following repository types from which to migrate:

      • Microsoft SQL

      • Oracle

      • DB2

      • Microsoft Access

        Note:

        You can only select Microsoft Access if you are migrating from a graphical repository.

   3. Enter the name and port number of the server on which the repository resides. If you are using an Oracle repository, enter the instance.

   4. For SQL and DB2, enter the database name (this is the empty Business Rules database that was created in Microsoft SQL Server or DB2 during configuration) followed by the username and password for that database.

   5. Click Test Connection to test the connection to the database. If the connection fails, make any necessary changes until you can connect successfully.

   6. Click Connect to connect to the server.

      Note:

      Select Current if you want to connect to the server that you are connected to currently.

      The business rules and sequences that you can migrate to this release of Business Rules are listed on the Business Rules tab and the Sequences tabs, respectively. If you are migrating a 4.0 or 4.1 repository, any variables, macros, and projects that you can migrate are listed on their respective tabs.

7. Do one of the following:

   • If you are migrating a 4.0 or 4.1 database, on the Business Rules, Variables, Macros, Sequences, and Projects tabs, select the check boxes next to the names of the business rules, variables, macros, sequences, and projects you want to migrate. Or click the Select All button to migrate all of them.

   • If you are migrating a graphical repository, select the check boxes next to the names of the business rules and sequences you want to migrate. Or click the Select All button to migrate all of them. Go to step 9.

     Note:

     If you want to migrate all of the items listed on each tab, click the Select All button for each tab.

8. If you are migrating a 4.0 or 4.1 database, click the Dependents button to migrate the variables and macros that are associated with the business rules you selected.

   The variables and macros associated with the business rules you selected are listed on the Variables and Macros tabs.

9. Click Migrate to migrate the objects you selected.