Copying Classic Administration Applications

Financial Management provides a utility to copy and move an application from one application server to the same server or another application server. An application can be copied across databases. For example, an application created in a SQL database can be copied to an Oracle database.

The copy application utility, HFMCopyApplication.exe, is installed to this default location:

%Oracle_Home%FinancialManagement\Server

Note:

Before copying an application, make sure that all users are disconnected from the application that is being copied and that all processing is stopped. Otherwise, the copied application may contain incorrect data.

After you copy an application, you must register the new application with Shared Services and then set up a user with Application Administrator role for the new application. See the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide.

  To copy an application:

  1. In Windows Explorer, navigate to the Server directory of your Financial Management installation, and double-click HFMCopyApplication.exe.

  2. At the Welcome screen, click Next.

  3. Click Next button to locate the source database connection file (UDL) for the application you want to copy and click Next.

  4. From the list of applications, select the application to copy and click Next.

  5. Click Next button to locate the destination database connection file (UDL) and click Next.

  6. From the application drop-down list, select the application name to which you want to copy or enter a new application name and click Next.

  7. On the Options panel, select any or all of these actions and click Next.

    • Copy Application Data to copy data from the source application to the destination application. This generates an identical copy of the source application.

    • Copy Audit Data to copy task and data audit data from the source application to the destination application.

    • Copy Cluster Settings to copy cluster information from the source application to the destination application.

    • Overwrite Existing Application (if it exists) to overwrite an application of the same name as the destination application.

      • Drop All application tables prior to copy

      • Only drop tables that are being copied

    • Optional: Click Advanced Options for additional options.

    1. Modify these values as required:

      • Use Client-side Cursor or Use Server-Side Cursor

      • Use SQL Binding

      • Use default thread count or Use custom thread count

      • Log SQL errors

      • Number of task retries

    2. Click OK to close the Advanced Options box.

  8. Confirm the settings and click Next.

  9. When processing completes, click OK.

  10. To view a task detail either in Completed tasks or Failed tasks (if any), double-click the task, or select the task and click the question mark (?) icon.

  11. Click Close.

  12. Click Finish to exit, or View Log File to view the log file and see any errors that occurred during the copy operation.

    Note:

    An improperly sized Oracle instance can cause the utility to fail to copy all table rows. If the error log displays an Oracle issue, or table rows are missing, you may need to increase the size of the REDO logs.

  13. After you copy an application, register the new application with Oracle's Hyperion® Shared Services and set up a user with administrative rights for the new application.