Updating References to Data Sources

  To update references to data sources:

1. In the Classic Application Wizard, click Upgrade Wizard.

2. On the Update Data Sources page, review the relational database information and the Essbase server information for each Planning data source. If the Essbase server host and port have changed during upgrade, or if the relational database has moved to a new host, update the information.

   • To update multiple relational databases with the same information:

     1. On the bottom of the page, select the data sources to which to apply relational database updates.

     2. Under Update Relational Information, enter the new database information.

     3. Click Apply to Selected.

   • To update multiple Essbase servers with the same information:

     1. On the bottom of the page, select the data sources to which to apply Essbase information updates.

     2. Under Update Essbase Information, enter the new Essbase server information.

     3. Click Apply to Selected.

   • To update each data source individually:

     1. On the bottom of the page, select the data sources to which to apply the updates.

     2. Enter the new information for each data source.

3. Choose an option:

   • Click Reset to undo the updates.

   • Click Validate to test the connections to the selected data sources, and fix any issues that are noted.

   • Click Save to save the updates to the selected data sources.

4. Click Next to proceed to the Upgrade Applications page (see Upgrading Applications), or click Cancel to return to the Classic Application Wizard launch page.