1. Installation and Configuration Guide
  2. Upgrading EPM System (from 11.1.2.4 to 11.2.8)
  3. Importing Artifacts and Data for Release 11.2
  4. Importing Financial Reporting Artifacts

Importing Financial Reporting Artifacts

Use Oracle Hyperion Enterprise Performance Management System Lifecycle Management to import the Oracle Hyperion Financial Reporting Document Repository (Release 11.1.2.4.900) or Oracle Hyperion Reporting and Analysis artifacts (Release 11.1.2.4 and Release 11.1.2.4.700.

The steps vary slightly depending on whether you were working in Financial Reporting Document Repository (Release 11.1.2.4.900) or Reporting and Analysis (Release 11.1.2.4 and Release 11.1.2.4.700).

Importing the Financial Reporting Document Repository (Release 11.1.2.4.900)

Use Lifecycle Management to import the document repository from Financial Reporting Release 11.1.2.4.900 to Release 11.2.

To import the document repository to Release 11.2:

  1. Log in to Oracle Hyperion Enterprise Performance Management Workspace in the Release 11.2 environment.
  2. From the Navigate menu, select Administer, and then select Shared Services Console.
  3. Expand the File System node.
  4. Right-click the File System node, select Upload, and then navigate to the location of the LCM export file that you exported from Financial Reporting Release 11.1.2.4.
  5. In File System, expand the uploaded file, click DOCREP, then Select All, and then click Import.
  6. Click OK when you are prompted to proceed with the import.

Importing Reporting and Analysis Artifacts (Release 11.1.2.4 or Release 11.1.2.4.700)

Use Lifecycle Management to import the Reporting and Analysis artifacts from Release 11.1.2.4.900 to Release 11.2.

To import the Reporting and Analysis artifacts to Release 11.2:

  1. Log in to EPM Workspace in the Release 11.2 environment.
  2. From the Navigate menu, select Administer, and then select Shared Services Console.
  3. Expand the File System node.
  4. Right-click the File System node, select Upload, and then navigate to the location of the LCM export file that you exported from Reporting and Analysis Release 11.1.2.4.
  5. In File System, expand the uploaded file, select RnA-Reporting and Analysis, click Select All, and then click Import.
  6. Click OK when you are prompted to proceed with the import. Wait for Completed status.
  7. Click the Explore tab.
  8. From the Tools menu, select Database Connection Manager.
  9. Select the database connection to edit, click Edit, click the database connection to edit, enter the database connection details, and then click OK. Repeat to update all database connections.