Table of Contents:
This document is a tutorial on how to migrate an Oracle Hyperion Planning application from one environment to another. The steps include artifacts and data of Planning and related components including Oracle Hyperion Calculation Manager, Oracle Essbase Server, Oracle Hyperion Financial Reporting, and Oracle Hyperion Shared Services artifacts.
There are two exercises in this document that walk you through the steps needed to migrate artifacts and data from one environment to another.
This exercise provides steps to import an entire Planning Suite application. – 15 Minutes
This exercise provides steps to export application artifacts using Oracle Hyperion Enterprise Performance Management System Lifecycle Management and to export Essbase data using Oracle Essbase Administration Services. – 30 Minutes
Use the Shared Services native admin user to perform the procedures in these exercises.
Before you start these exercises, you will need an environment. To build this environment, follow the steps in the guide titled Oracle Enterprise Performance Management System Rapid Deployment of Oracle Hyperion Planning in Development Environments located at: http://stdoc-web02.idc.oracle.com:8080/downloads/E40248_01/index.htm.
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:
Go to the Oracle Documentation Library on Oracle® Technology Network (http://www.oracle.com/technology/documentation/epm.html).
Under Oracle Enterprise Performance Management System Release 18.104.22.168, click View Library.
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_planning_app_data.zip.
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.
In Oracle Hyperion Shared Services Console, right-click the File System node, and then select Upload.
Browse to FinSrvApplicationSuite.zip, and then select Upload.
Note that you can also explore and check out artifacts in the File System folder before importing by expanding the folder and then browsing in the right-hand pane. The File System folder has application-related content from Planning, Calculation Manager, Financial Reporting, Oracle Essbase, and Shared Services.
Log in to EPM Workspace and validate that the Planning application has been created successfully. You can also validate the Oracle Hyperion Calculation Manager business rules and the reports in the Reporting and Analysis repository.
In the right pane, you should see all the Oracle Hyperion Shared Services artifacts.
Your screen should look similar to the following:
In the left pane, expand Application Groups, and then EssbaseCluster-1. Select the EssbaseCluster-1 node. You should now see the Substitution Variables folder of EssbaseCluster-1 listed in the right pane. Select all the artifacts.
You should now see all the Oracle Hyperion Reporting and Analysis artifacts in the right hand pane.
These are the Oracle Hyperion Financial Reporting artifacts related to the FinSrv application.
This launches the Migration Status Report.
The exported content is available at EPM_ORACLE_INSTANCE/import_export.
The exported content can also be download from Oracle Hyperion Shared Services Console by right-clicking the exported File System folder and selecting Download.