Oracle® Enterprise Performance Management System

Migrating Oracle Hyperion Planning 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 Planning Suite Artifacts and Data

Exercise 2: Exporting Planning Suite Artifacts and Data

About This Document

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.

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 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.

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_planning_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 FinSrvApplicationSuite.zip, and then select Upload.

Exercise 1: Importing Planning Suite Artifacts and Data

  To import Planning Suite artifacts using Lifecycle Management:

  1. Log in to EPM Workspace and select Navigate, then Administer, and then Planning Administration. Create a datasource with the name FinSrv.

    Manage Data Source tab in the Classic Application Wizard showing a FinSrv datasource being created
  2. Click OK to save the datasource.

  3. While still in EPM Workspace, select Navigate, then Administer, and then Shared Services Console.

  4. Expand File System, right-click FinSrvApplicationSuite, and select Import.

    File System node expanded with Import selected for FinSrvApplicationSuite

    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.

  5. 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
  6. Wait for the import operation to complete.

    Status showing whether the import operation has completed.
  7. 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.

    Planning Application Library

Exercise 2: Exporting Planning Suite Artifacts and Data

Step 1: Exporting from the Source

  To export Planning Suite artifacts and data:

  1. 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.

  2. Expand Application Groups, then Foundation, and then Shared Services.

  3. Click the Shared Services node.

    In the right pane, you should see all the Oracle Hyperion Shared Services artifacts.

    Artifact list showing the Shared Services artifacts
  4. In the right pane, expand Native Directory, and select the users and groups artifacts.

  5. Expand Assigned Roles, and then Shared Services for your Oracle Hyperion Planning application, and then select the Assigned Roles artifact named after the application, FinSrv, Reporting and Analysis.

    Your screen should look similar to the following:

    Shared Services Console showing the assigned roles for your Planning application.
  6. In the left pane, select Foundation, and then Calculation Manager.

  7. In the right pane, expand Planning and select the FinSrv application.

    Shared Services Console showing Planning, FinSrv selected.
  8. In the left pane, expand the HP Application group and explore the FinSrv application. You should be able to see all the artifacts of this application in right pane. Select all the artifacts.

    Shared Services Console showing all the artifacts selected.
  9. 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.

    Artifact List tab showing the EssbaseCluster-1 node selected.
  10. In the left pane, expand the Reporting and Analysis application group and select Reporting and Analysis.

    You should now see all the Oracle Hyperion Reporting and Analysis artifacts in the right hand pane.

  11. In the right pane, expand Repository Objects and select FinSrv; then, expand Security and select all users.

    These are the Oracle Hyperion Financial Reporting artifacts related to the FinSrv application.

    Shared Services Console showing Repository objects, FinSrv, and Security selected.
  12. Click Export.

  13. 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.

  14. Wait for the migration to complete.

    Sample 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.

Step 3: Re-export Artifacts From the Source

  To re-export artifacts from the source system:

  1. Right-click FinSrvApplicationSuite and select Repeat Export.

    Shared Services Console showing FinSrvApplicationSuite highlighed with Repeat Export selected.
  2. When prompted for a File System Folder name, specify a name or leave the default name.

    Export dialog box with a sample File System Folder name.