Tasks in the Release 11.2.12+ Source Environment

To upgrade Oracle Hyperion Financial Close Management, have your database administrator perform these steps:

Shut down all Oracle Enterprise Performance Management System services.
Export (Oracle) or back up (SQL Server) the Release 11.2.12+ database schema.
- For Oracle Database: Export the Release 11.2.12+ database schemas for Financial Close Management using Oracle Data Pump.
```
expdp <user>/<password>@<SID> DIRECTORY=data_pump_dir dumpfile=<user.dmp> logfile=exp_user.log SCHEMAS=<schema name to be exported>
```
  For example:
```
expdp <fcm_source>/<password>@<SID> DIRECTORY=data_pump_dir dumpfile=<fcm_source.dmp> logfile=exp_user.log SCHEMAS=<schema name to be exported>
```
  For Oracle Database 21c: Ensure that you open the pluggable database and set <CONTAINER=PDB NAME> as indicated below, prior to executing the export command:
```
ALTER PLUGGABLE DATABASE ALL OPEN;
ALTER SESSION SET CONTAINER=<PDB NAME>
```
```
expdp <system>/<password>@<PDB SID> DIRECTORY=data_pump_dir dumpfile=<user.dmp> logfile=exp_user.log SCHEMAS=<schema name to be exported>
```
- For Oracle database: Copy the schema dump file(s) fcm_source.dmp to a location accessible to the Release 11.2.15 environment.
- For SQL Server:
  1. Launch SQL Server Management Studio.
  2. Right-click the Financial Close Management source database and select Tasks and then select Back Up.
  3. In the Back Up Database Wizard, click OK to save all the defaults. A notification confirming the successful completion of the backup is displayed.
  4. Copy the FCM backup file (.bak) that was generated in the previous step to a file system that the target SQL database server (11.2.15) can access.
Restart EPM System Release 11.2.12+ services.

Note:

The task flows are exported with the Oracle Hyperion Foundation Services artifacts.