Essbase Migration Prerequisites

  • Install and configure Oracle Hyperion Shared Services and Oracle Essbase and verify that they are running.

  • Ensure that users performing Oracle Hyperion Enterprise Performance Management System Lifecycle Management operations are assigned the LCM Administrator, Server Access, Calc, and Database Manager roles.

  • Essbase applications—Before migrating security filters, you must migrate Shared Services (users, groups, and provisioning). See Migrating Native Directory (Security). For a listing of Shared Services artifacts, see Shared Services and Lifecycle Management.

    Note:

    To use Lifecycle Management for Oracle Hyperion Planning or Essbase, Essbase must use Shared Services and not a legacy security mode.

  • Before exporting Essbase data, ensure that the database is set to read-only mode to disallow any updates until the export process is complete.

  • Before exporting data artifacts, ensure that you load data into the database; otherwise, the data migration will fail, because the artifacts will not have any value.