Oracle® Enterprise Performance Management System

Migrating Oracle Hyperion Profitability and Cost Management 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 Profitability and Cost Management Application

Exercise 2: Exporting a Profitability and Cost Management Application

About This Document

This document is a tutorial on how to migrate an Oracle Hyperion Profitability and Cost Management application from one environment to another. The steps include artifacts and data of Profitability and Cost Management and related components including Oracle Essbase 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.

- Exercise 1: Importing a Profitability and Cost Management Application This exercise provides steps to import a Profitability and Cost Management application. – 30 Minutes

- Exercise 2: Exporting a Profitability and Cost Management Application This exercise provides steps to export a Profitability and Cost Management application. – 30 Minutes

Note:

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

Note:

The application names shown in the screen shots in this document do not match the application names in the sample data; however, the steps remain the same.

Setting Up the Environment

Subtopics

- Building an Environment

- Downloading Sample Data

Building an Environment

Before you start these exercises in this document, you will need a Release 11.1.2.4 environment configured with the following products:

- Oracle Hyperion Foundation Services

- Oracle Hyperion EPM Architect

- Profitability and Cost Management

- Essbase

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, select the file titled Migrating Oracle Hyperion Profitability and Cost Management 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_hpcm_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 .

6. Browse to HPCMAppSuite1.zip , and then select Upload .

7. Repeat Step 5, then browse to HPCMAppSuite2.zip , and then select Upload .

Exercise 1: Importing a Profitability and Cost Management Application

Subtopics

- Step 1: Import Profitability and Cost ManagementPerformance Management Architect Metadata and Shared Services Artifacts

- Step 2: Import Profitability and Cost Management Application Artifacts and Essbase Cubes

Step 1: Import Profitability and Cost ManagementPerformance Management Architect Metadata and Shared Services Artifacts

To import Profitability and Cost ManagementPerformance Management Architect metadata and Shared Services artifacts:

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 HPCMAppSuite1 , and select Import . Note that the HPCMAppSuite1 folder has related artifacts from Oracle Hyperion Shared Services and Performance Management Architect. The data set is divided into two parts because the Oracle Hyperion EPM Architect application has to be deployed before you can import other application artifacts.

3. Select OK when asked if you want to proceed with the import.

4. Wait for the import operation to complete.

5. Log in to EPM Workspace and navigate to the Profitability and Cost Management application library by selecting Navigate , then Administer , and then Application Library .

6. Deploy the Profitability and Cost Management application and wait for it to complete.

Step 2: Import Profitability and Cost Management Application Artifacts and Essbase Cubes

To import Profitability and Cost Management application artifacts and Essbase cubes:

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 HPCMAppSuite2 , and select Import . Note that the HPCMAppSuite2 folder has related artifacts (including data) from Profitability and Cost Management and Essbase. These artifacts can now be imported because the application has been deployed.

3. Wait for the import to complete.

4. Log in to EPM Workspace and navigate to the Profitability and Cost Management application you just imported by selecting Navigate , then Applications , then Profitability , and then <application name> . In this example, the < application name > is Bikes72.

5. In the Oracle Hyperion Profitability and Cost Management application, expand Calculate , select Manage Database , and redeploy both the Calculation and Reporting cubes to sync them up.

6. Log in to Oracle Essbase Administration Services Console and verify that both Oracle Essbase cubes were deployed successfully.

Exercise 2: Exporting a Profitability and Cost Management Application

To export a Profitability and Cost Management application:

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. Do one of the following:

- Select the artifacts individually from multiple applications and export them into a single folder. To do this:

a. Select the artifacts in the following screen capture and export them to a folder.

b. Select the artifacts in the following screen capture and export them to a second folder.

- Do a Repeat Export on the HPCMAppSuite1 and HPCMAppSuite2 folders To do this:

a. Right-click HPCMAppSuite1 and select Repeat Export .

b. When prompted for a File System folder name, specify a name or leave the default name.

c. Wait for the export operation to complete.

d. Right-click HPCMAppSuite2 and select Repeat Export .

e. When prompted for a File System folder name, specify a name or leave the default name.

f. Wait for the export operation to complete.

Oracle Enterprise Performance Management System - Migrating Oracle Hyperion Profitability and Cost Management Applications

epm_migrate_hpcm_app