Copy as Classic Application

  To copy an application:

1. If the Source application exists at the Target destination, log in to the target environment and delete the application from within Performance Management Architect.

   If the Source application does not exist at the Target destination, proceed to step 2.

2. Ensure that the Source and Destination Financial Management servers are not running.

3. Navigate to the directory where the Copy Application utility is installed and double-click HFMCopyApplication.exe.

   Note:

   The default location is the Server directory of your Financial Management installation.

4. At the Welcome screen, click Next.

5. Click to locate the Source database connection file for the application that you want to copy and click Next.

   After successful validation of the Source database connection, the utility displays the Source applications (Classic and Performance Management Architect).

6. From the application list, select an application to copy and click Next.

7. At the prompt “This is an EPM Architect application. Do you want to convert it to a Classic Administration application?”, click Yes.

8. A warning message is displayed, advising that if the selected application currently exists in the target destination, it must be deleted prior to copying it. Perform an action:

   • If you have not deleted the existing application, click No and then delete it.

   • If the application does not exist in the target environment, or you have deleted it, click Yes to continue.

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

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

11. From Options, select options and click Next.

    • Copy Application Data to copy data from the source application to the destination application. This selection 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.

12. Confirm the settings and click Next.

13. When the copy process completes, click OK.

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

15. Click Close.

16. Click Finish to exit, or View Log File to view the log file and see 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.

17. Log in to the target Performance Management Architect Application Library.

18. Select the newly copied application and select Application Upgrade to upgrade the application.