Migration Procedure

Export Native Directory Data

Follow these steps in the source environment:

Use Oracle Hyperion Enterprise Performance Management System Lifecycle Management to export only the following Shared Services artifacts from Native Directory:

• Native Directory Groups

• Assigned roles

• Delegated lists

Lifecycle Management creates multiple export files, generally in EPM_ORACLE_INSTANCE/import_export/USER_NAME/EXPORT_DIR/resource/Native Directory, where USER_NAME is the identity of the user; for example, admin, who performed the export operation and EXPORT_DIR is the name of the export directory. Typically, these files are created:

• Groups.csv

• Assigned Roles.csv

• Delegated Lists.csv

• Assigned Roles/PROD_NAME.csv for each deployed application, where PROD_NAME is the name of an Oracle Enterprise Performance Management System component; for example, Shared Services.

Note:

• See the Oracle Enterprise Performance Management System Lifecycle Management Guide for detailed instructions on exporting data using Lifecycle Management.
• Ensure that Users.csv file is not exported.

After exporting the artifacts, verify that the Migration Status Report displays the status of the last export operation as Completed.

To export Native Directory data:

1. In the View pane of Oracle Hyperion Shared Services Console, in the Foundation application group, select Shared Services application.
2. To migrate, select only the required artifacts from the list below:
   • Native Directory Groups
   • Assigned Roles
   • Delegated Lists
3. Click Export.
4. Enter a name for the export archive. Default is admin DATE; for example admin 13-03-18.
5. Click Export.

Import Native Directory Data

Follow these steps in the target environment:

1. Manually create:
   1. Users in the target external user directory, similar to source user directory.
   2. Groups in the target external user directory, similar to source user directory, except Native Directory groups.
2. Configure the Target User Directory.

   Add the target user directory as an external user directory in EPM System if you moved the user accounts from the source user directory to a different user directory. For example, if you moved the user accounts from Oracle Internet Directory to SunONE Directory Server, add SunONE Directory Server as an external user directory. See "Chapter 3, Configuring User Directories" in the Oracle Enterprise Performance Management System User Security Administration Guide.

   Note:

   Ensure that the target user directory contains user accounts and groups for all EPM System users whose data is being migrated from the source user directory.

   If you moved the users to a user directory that is already defined as an external user directory, verify that the user accounts are visible to Oracle Hyperion Shared Services. You can do this by searching for users from Shared Services Console. See "Searching for Users, Groups, Roles, and Delegated Lists" in the Oracle Enterprise Performance Management System User Security Administration Guide.

   While configuring the target user directory as an external user directory, verify that the Login Attribute property points to the attribute whose value was originally used as the user name in the source user directory. See Prerequisites.

3. Move the Target User Directory to top of the Search Order.

   Note:

   If the target user directory name is identical to the source directory name, you must delete the source user directory from EPM System configuration.

   Shared Services assigns a lower search order priority to a newly added user directory as compared to the search order assigned to existing directories. Change the search order so that the target user directory has a higher search order priority than the source user directory. This order enables Shared Services to discover users in the target user directory before searching the source. See "Managing the User Directory Search Order" in the Oracle Enterprise Performance Management System User Security Administration Guide.

4. Restart Oracle Hyperion Foundation Services and other EPM System components to enforce the changes that you made.
5. Import Native Directory Data (exported from the source environment):

   Run Lifecycle Management with create/update option to import the data that you exported earlier (as listed below) from Native Directory.

   • Groups.csv

   • Assigned Roles.csv

   • Delegated Lists.csv

   Note:

   • See the Oracle Enterprise Performance Management System Lifecycle Management Guide for detailed instructions on importing data using Lifecycle Management.
   • Ensure that Users.csv file is not imported.

   After importing data, verify that the Migration Status Report displays the status of the last import operation as Completed.

   To import Native Directory data:

   1. In the View pane of Shared Services Console, expand File System.

   2. Select the file system location of the import files.

   3. Select the type of artifacts for which you want to import provisioning information.

   4. Click Import.

   5. Click OK.