Warning: Review, understand, and satisfy the following requirements. If you do not meet the requirements, applications may malfunction, and you may experience service interruptions and data loss.
Before running the upgrade wizard during installation, perform these tasks:
Create a 11.1.2.0 test environment.
Make a backup copy of the current 11.1.2.0 application in your production environment. This copy will be the 11.1.2.0 test application.
If you use Business Rules as the calculation engine, copy the application to another server that has a different, and dedicated, Business Rules repository. See the Oracle Hyperion Enterprise Performance Management System Backup and Recovery Guide.
Ensure that you can log on to Shared Services Console using an account enabling Oracle Hyperion Enterprise Performance Management System Lifecycle Management tasks.
Ensure that you can log on to EPM Workspace as a Financial Reporting administrator.
Upgrade Planning as described in Chapter 5 of the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide and “Managing Upgrades” in the Oracle Hyperion Planning Administrator's Guide. If you use Business Rules as the calculation engine, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide for specific instructions.
Update references to re-hosted data sources (relational databases and Oracle Essbase servers). See "Managing Upgrades" in the Oracle Hyperion Planning Administrator's Guide.
Create a 11.1.2.1 test application that is identical, as follows, to the 11.1.2.0 test application:
Uses the same budget detail. See Budget Detail Types.
Uses the same calculation engine
Uses the same currency options
Has the same calendar definition (application start year, and number of years, for example)
Note: | If you use Business Rules as the calculation engine, create the application on another server that has its own Business Rules repository. Do not create the application on a server hosting the production application. |
Launch Planning11.1.2.1, open the 11.1.2.0 test application, and then click Upgrade.