Upgrade Installation Prerequisites

Before you proceed with an upgrade:

  • Back up information from the earlier release including databases, schemas, applications, and other files. See the Oracle Enterprise Performance Management System Backup and Recovery Guide for Release 11.1.2.4.
  • Optionally, for Release 11.1.2.4.xxx, for Oracle Hyperion Financial Management, Oracle Hyperion Financial Close Management, Oracle Hyperion Financial Reporting, and Oracle Hyperion Financial Data Quality Management, Enterprise Edition, review and delete any applications and artifacts that you will not be using in the new environment.
  • Remove artifacts for reporting products that are no longer available. See the Oracle Enterprise Performance Management System Installation and Configuration Readme .
  • Prepare a method for transferring artifacts from the Release 11.1.2.4 environment to the Release 11.2 environment.

    If the Release 11.1.2.4 environment and Release 11.2 environment are on the same network, you can export artifacts to a shared drive. If your Release 11.1.2.4 environment and Release 11.2 environment are not on the same network, export to a location from which you can use a method such as ftp to transfer files to the Release 11.2 environment.

  • If you configured Financial Close Management or Financial Management with other products in the same EPM System database in Release 11.1.2.4, extract database tables and other database objects separately for Financial Close Management and Financial Management. Use these extracts for restoring in the Release 11.2 environment.

    For Financial Close Management, extract:

    • Financial Close Management and Tax Governance: FCC%, FCM%, S_ROW_ID%

    • Account Reconciliation Management: ARM%, FCM% and S_ROW_ID

    • Supplemental Data Manager and Tax Supplemental Schedules: SDM%, FCM%, and S_ROW_ID

    For Financial Management, extract primary keys, indexes, and sequences for:

    • System Tables
      • HFM_*

      • HSV_*

      • HSX_*

      • XFM_*

    • Application Tables
      • *_ACCOUNT_*

      • *_ATTACHMENTS

      • *_BINARYFILES

      • *_CELLTXTLBL_*

      • *_CONSMETH

      • *_CONSMETH_*

      • *_CSE_*

      • *_CSN_*

      • *_CURRENCIES

      • *_CURRENCIES_*

      • *_CUSTOM_*

      • *_DATATIMESTAMP

      • *_DATA_AUDIT

      • *_DCE_*

      • *_DCN_*

      • *_DCT_*

      • *_ENTITY_*

      • *_ERPI

      • *_ERPI_URL

      • *_ETX_*

      • *_ICP_*

      • *_ICRATE_*

      • *_ICTRN_*

      • *_ICT_*

      • *_JLENT_*

      • *_JLTMP

      • *_JLTMPENT

      • *_JL_*

      • *_JPD_*

      • *_LID_*

      • *_MODULE_CONFIG

      • *_PARAMETERS

      • *_PFLOW

      • *_PFLOWH_*

      • *_PFLOW_*

      • *_PFLOW_PHASEGROUP

      • *_RPTS

      • *_RTD_*

      • *_RTS_*

      • *_RUNNINGTASKS

      • *_SCENARIO_*

      • *_TASK_AUDIT

      • *_TASK_AUDIT_ATT

      • *_TXTITEM_*

      • *_TXT_*

      • *_USERPARAMS

      • *_VALUE_*

When you are done with this step, return to the Upgrading Checklist.