Oracle® Enterprise Performance Management System

Migrating Oracle Hyperion Performance Management Architect Applications

Release 11.1.2.4


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Authors: EPM Information Development Team

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Table of Contents:

About This Document

Setting Up the Environment

Exercise 1: Importing a Performance Management Architect Application

Exercise 2: Exporting a Performance Management Architect Application

About This Document

This document is a tutorial on how to migrate an Oracle Hyperion EPM Architect based Oracle Hyperion Financial Management application from one environment to another using the Oracle Hyperion Enterprise Performance Management System Lifecycle Management console. The steps include artifacts of Performance Management Architect and related components including Financial Management, Oracle Hyperion Calculation Manager, and Oracle Hyperion Shared Services artifacts.

Migrating Performance Management Architect applications through the Lifecycle Management console requires two passes. However, the same results can be achieved in a single pass by leveraging the command-line utilities of Lifecycle Management and Performance Management Architect.

The first two exercises in this document walk you through the steps needed to migrate artifacts from one environment to another using the Oracle Hyperion Enterprise Performance Management System Lifecycle Management console. The third exercise walks you through the command line approach.

Note:

Use the Shared Services native admin user to perform the procedures in these exercises.

Setting Up the Environment

Building an Environment

Before you start the exercises in this document, set up a Release 11.1.2.4 environment configured with the following products:

  • Oracle Hyperion EPM Architect

  • Oracle Hyperion Financial Management

  • Oracle Hyperion Foundation Services

Downloading Sample Data

Note:

You must use the 7-Zip software to unzip the sample data used in these exercises. Please download it before proceeding. Using other archiving utilities might result in migration errors.

You will need some sample data for these exercises. To download the sample data:

  1. Go to the Oracle Documentation Library on Oracle® Technology Network (http://www.oracle.com/technology/documentation/epm.html).

  2. Under Oracle Enterprise Performance Management System Release 11.1.2.4, click View Library.

  3. On the Foundation Services tab, download the file titled Migrating Oracle Hyperion Planning Applications - Data, and unzip its content to your desktop.

    You must use 7-Zip to unzip the contents of the file. The name of the actual zip file is epm_migrate_epma_app_data.zip.

  4. Log in to Oracle Hyperion Enterprise Performance Management Workspace, http://web_server_name:port_number/workspace, and then select Navigate, then Administer, and then Shared Services Console.

  5. In Oracle Hyperion Shared Services Console, right-click the File System node, and then select Upload.

    Shared Services Console, File System, Upload
  6. Browse to FM_Day0.zip, and then select Upload.

  7. Browse to HSS_EPMA_Calc_Artifacts_Day0.zip, and then select Upload.

Step 1: Import Performance Management Suite Artifacts Using Lifecycle Management

  To import Performance Management Suite artifacts using Lifecycle Management:

  1. Log in to EPM Workspace (http://web_server_name:port_number/workspace), and then launch Shared Services Console (select Navigate, then Administer, and then Shared Services Console).

  2. Expand File System, right-click HSS_EPMA_Calc_Artifacts_Day0, and select Import.

    Shared Services Console with File System expanded and HSS_EPMA_Cal_Artifacts_Day0 selected.
  3. Click OK when asked if you want to proceed with the import.

    Import to Application dialog box where you can click OK to proceed to the import
  4. Wait for the import operation to complete.

    Status showing whether the import operation has completed.

Step 2: Deploy the Performance Management Application and Calculation Manager Rules

Note:

If warnings are displayed when deploying from the Application Library, continue to deploy the application.

  To deploy the Performance Management Application and Calculation Manager rules:

  1. Log in to EPM Workspace (http://host:port/workspace).

  2. Select Navigate, then Administer, and then Application Library.

  3. Right-click the application FM7Dim and select Deploy, and then Application.

    Application Library tab in EPM Workspace with FM7Dim, Deploy, Application selected.
  4. In the Deploy dialog box, keep the default settings and click Deploy.

    Deploy dialog box with the default settings displayed.
  5. Go to the Job console and wait for the deploy operation to complete.

  6. Right-click the application FM7Dim and select Deploy, and then Rules.

    Application Library tab in EPM Workspace with FM7Dim, Deploy, Rules selected.
  7. Go to the Job console and wait for the deploy operation to complete.

Step 3: Import Financial Management Artifacts Using Lifecycle Management

  To import Financial Management artifacts using Lifecycle Management:

  1. Log in to EPM Workspace (http://web_server_name:port_number/workspace), and then launch Shared Services Console (select Navigate, then Administer, and then Shared Services Console).

  2. Expand File System, right-click on the folder FM_Day0, and select Import.

    Shared Services Console with File System expanded and FM_Day0 selected.
  3. Select OK when asked if you want to proceed with the import.

    Import dialog box where you can click OK to proceed to the import.

    This launches the Migration Status Report.

  4. Wait for the import operation to complete.

    Screen showing the status of the import operation.

Step 1: Export Shared Services, Performance Management Architect, and Calculation Manager Artifacts from the Source

  To export Shared Services, Performance Management Architect, and Calculation Manager artifacts from the source:

  1. Log in to Oracle Hyperion Enterprise Performance Management Workspace (http://web_server_name:port_number/workspace), and then launch Oracle Hyperion Shared Services Console (select Navigate, then Administer, and then Shared Services Console).

  2. Expand Application Groups, then Foundation, and then Shared Services. Select the following users and provisioning artifacts:

    • Default Application Group/FM7Dim

    • Foundation/EPM Architect

    Artifact List tab showing the FM7Dim and EPM Architect artifacts selected.
  3. Expand Application Groups, then Foundation, and then EPM Architect. Select the following artifacts:

    • Application Metadata/ConsolidationApplications/FM7Dim

    • Dimension Access/Import Profiles/MGApp

    • SharedLibraryDimensions/7Dim*

    Artifact list tab showing the FM7Dim, MPApp, and 7Dim artifacts selected.
  4. Expand Application Groups, then Foundation, and then Calculation Manager. Select the following artifact:

    Consolidation/FM7Dim

    Artifact List tab showing the FMDim artifact selected.
  5. Click Export.

  6. In the Export dialog box, enter the File System Folder name and click Export.

    Export dialog box showing a sample file system folder

    This launches the Migration Status Report.

  7. Wait for the export operation to complete.

    Screen showing the status of the export operation.
  8. Optional: Download the exported artifacts by right-clicking the exported File System folder and selecting Download.

Step 2: Export Financial Management Artifacts from the Source

  To export Financial Management artifacts from the source:

  1. Expand Application Groups, then Default Application Group, and then FM7DIM.

    Application Groups, then Default Application Group,and then FM7DIM.
  2. Click Select All to select all the artifacts except for the “Application Snapshot” folder.

  3. Click Export.

  4. In the Export dialog box, enter the File System Folder name and click Export.

    Export dialog box showing a sample file system folder

    This launches the Migration Status Report.

  5. Wait for the export operation to complete.

    Screen showing that the export operation is complete.
  6. Optional: Download the exported artifacts by right-clicking the exported File System folder and selecting Download.