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

Preparing Financial Reporting Artifacts

Use Oracle Hyperion Enterprise Performance Management System Lifecycle Management to export the document repository or artifacts.

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

Note:

Hyperion BI Plus is no longer available, and features such as Financial Reporting reports with Oracle Essbase as a data source are no longer supported. You can’t migrate Release 11.1.2.4 reports that used Essbase as a data source to Release 11.2. In Release 11.2, Financial Reporting, which is now a component of Hyperion Financial Applications, continues to support connections to Oracle Hyperion Planning data sources using an Essbase connection, as well as Oracle Hyperion Profitability and Cost Management.

Preparing the Financial Reporting Document Repository (Release 11.1.2.4.900)

Before you begin, delete objects that are no longer required.

To export the artifacts from the Document Repository:

  1. Log in to Oracle Hyperion Enterprise Performance Management Workspace.
  2. From the Navigate menu, select Administer, and then select Shared Services Console.

  3. In the View pane, expand the Application Groups node and then select Document Repository.

  4. Click Select All.
  5. Click Export.
  6. In the Export dialog box, enter the File System Folder where the artifacts will be exported, and then click Export.

    Specify a meaningful name, such as financial_reporting_11.1.2.4.

    Check the status column and wait for Completed status.

  7. Expand the File System node in Shared Services Console, right-click the Financial Reporting folder, and then select Download.

  8. In the File Download dialog box, click Save to save the application artifacts as a ZIP file.

    The entire contents of the ZIP file is downloaded as one file.

  9. Copy the ZIP file to a location accessible to the Release 11.2 environment.

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

Before you begin, delete objects that are no longer required.

To export the Reporting and Analysis artifacts:

  1. Log in to EPM Workspace.
  2. From the Navigate menu, select Administer, and then select Shared Services Console.

  3. In the View pane, expand the Application Groups node, expand Reporting and Analysis and then select Reporting and Analysis.

  4. Click Select All.
  5. Click Export.
  6. In the Export dialog box, enter the File System Folder where the artifacts will be exported, and then click Export.

    Specify a meaningful name, such as financial_reporting_11.1.2.4.

    Check the status column and wait for Completed status.

  7. Expand the File System node in Shared Services Console, right-click the folder you created, and then select Download.

  8. In the File Download dialog box, click Save to save the application artifacts as a ZIP file.

    The entire contents of the ZIP file is downloaded as one file.

  9. Copy the ZIP file to a location accessible to the Release 11.2 environment.