Importing Planning Applications

Set up a new data source, and then use Oracle Hyperion Enterprise Performance Management System Lifecycle Management to import Oracle Hyperion Planning applications (metadata, data, and other artifacts) from Release 11.1.2.4.xxx to Release 11.2.

To import Planning applications 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 Planning Administration.
3. Click Manage Data Source.
4. Click Create Data Source , enter the data source name, description, and data source information for the application database and the Oracle Essbase Server, and then click Save. The data source name must match the data source name in the Release 11.1.2.4 application.

   Tip:

   Click Validate under Application Database to validate the database connection. Click Validate under Essbase Server to validate the Essbase Server connection.
5. From the Navigate menu, select Administer, and then select Shared Services Console.
6. Expand the File System node.
7. Right-click File System, select Upload, and then navigate to the location of the LCM export file that you exported from the Planning Release 11.1.2.4 application.

   Skip this step for large files that you copied using another method.

8. In File System, expand the uploaded file, select the application, click Select All, select the application to import to, and then click Import.

   The application is created if it doesn't exist.

   If you get any errors related to application security:

   1. Import provisioning. See Importing Provisioning and Taskflows.
   2. Re-import application security using Lifecycle Management.

9. After importing artifacts, review the Migration Status Report to validate the import.

10. Repeat these steps for each application.