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 Planning Applications for Upgrading
  5. Preparing Classic Planning Applications for Upgrading
  6. Exporting Planning Applications Using Lifecycle Management

Exporting Planning Applications Using Lifecycle Management

Use Oracle Hyperion Enterprise Performance Management System Lifecycle Management to export Oracle Hyperion Planning applications (metadata, data, and other artifacts) from Release 11.1.2.4.xxx.

Before exporting, refresh the cube for the Planning Release 11.1.2.4 application. The cube refresh must be successful before continuing. See the Oracle Hyperion Planning Administrator's Guide for details on refreshing the cube.

To export Planning applications from Release 11.1.2.4.xxx:

  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, expand the application group that includes your Planning applications, and then select the application to export.

  4. Click Select All.

    Tip:

    For large applications, consider exporting Essbase Data separately from the metadata (all the other options).
  5. Click Export.
  6. In the Export dialog box, in File System Folder, enter a name for the artifacts to be exported, and then click Export.

    Specify a meaningful name, such as planning_application_name_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.

    The Download option is available only if the folder size is less than or equal to 2 GB. If the Planning ZIP file is larger than 2GB, use an alternate method to access the file. For example, use a method such as FTP to transfer the folder to a location accessible to the Release 11.2 environment. By default, the exported folder is stored in EPM_ORACLE_INSTANCE\import_export.

  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.
  10. Repeat these steps for each application.