1. Lifecycle Management Guide
  2. Shared Services and Lifecycle Management
  3. Shared Services Migration Prerequisites

Shared Services Migration Prerequisites

  • Install and configure Oracle Hyperion Shared Services and Oracle Enterprise Performance Management System products and verify that they are running.

  • Ensure that users performing Oracle Hyperion Enterprise Performance Management System Lifecycle Management operations are assigned the LCM Administrator role. See the Oracle Enterprise Performance Management System User Security Administration Guide .

  • When migrating Shared Services artifacts, ensure that the source and destination applications have matching names. If the source and destination names are different, perform these actions:

    1. Export the source application provisioning artifacts and download them to your system.

    2. In the source application CSV file (for example, sourceapp.csv), replace the source application group name with the destination application group name, and then replace the source application name with the destination application name.

    3. Rename the file to use the destination application name (for example, destinationapp.csv).

    4. Upload the updated LCM File system folder, and then import it back to the destination application.

  • When migrating Shared Services native users across environments, if users in the source environment should not be migrated to the target environment, you must edit the exported content to remove these users before importing. In the File System, open the artifact Users.csv and remove the rows that should not be migrated. (Each row corresponds to one user.) Once edited, you can import the Users.csv artifact into the target environment, and the excluded users will not get created.