1. Lifecycle Management Guide
  2. Working With Lifecycle Management and Shared Services Console
  3. Migrating Artifacts
  4. Setting Migration Options

Setting Migration Options

You can set the import and export options for Oracle Hyperion Enterprise Performance Management System Lifecycle Management migrations. Only the options for the installed products are displayed. The options differ by product, and not all products have options. You can accept the default options without making any changes if desired.

Migration options are globally applicable for all Lifecycle Management migrations. They can be overridden by specifying the options explicitly in the migration definition file.

To set migration options:

  1. Launch Oracle Hyperion Shared Services Console.
  2. Select Administration, and then Migration Options.
  3. On the Migration Options tab, enter the desired options for migration.

Example 6-1 Migration Import Options

Table 6-1 Import Options

Import Option Description
Essbase Studio - Import Mode Select an import option:

  • Replace—If the element already exists in the catalog database, it is overwritten with the new element from the catalog file.

  • Merge—If the element already exists in the catalog database, it is retained and the duplicate element in the XML file is not used. A catalog database is created using the XML file. The import process is terminated if at least one of the imported object exists in the catalog.

  • Abort if element exists—A catalog database is created using the XML file. The import process is terminated if at least one of the imported object exists in the catalog.

Note: To overwrite the value specified in the Migration Options dialog box, enter the following directly in the migration definition file:

<Options option="OverwriteCatalogObjects" Value="value"/>

For example:

<Options option="OverwriteCatalogObjects" Value="SKIP"/>

Valid values when entering directly in the migration definition file: Replace/Merge/Abort if element exists

Essbase Application - Overwrite Artifacts If Yes, Overwrites all artifacts in the destination location. The default value is No.

Note: To overwrite the value specified in the Migration Options dialog box, enter the following directly in the migration definition file:

<Options option="overWriteArtifact" Value="value"/>

For example:

<Options option="overWriteArtifact" Value="false"/>

Valid values when entering directly in the migration definition file: true/false.

Essbase Application - Restructure Cube Select an option:

  • Retain cube data—Retains the data in the cube when restructuring the cube outline

  • Discard cube data—Discards the data in the cube when restructuring the cube outline

  • Keep only input data—Retains only the input data when restructuring the cube outline

  • Keep only 0 level data—Retains only level 0 data when restructuring the cube outline

Note: To overwrite the value specified in the Migration Options dialog box, enter the following directly in the migration definition file:

<Options option="restructureCube" Value="value"/>

For example:

<Options option="restructureCube" Value="Retain cube data"/>

Valid values when entering directly in the migration definition file: Retain cube data/Discard cube data/Keep only input data/Keep only 0 level data.

FDMEE - Skip Validation Skips the validation of target dimension members in the destination location during import.

Note: overwrite the value specified in the Migration Options dialog box, enter the following directly in the migration definition file:

<Options option="skipValidation" Value="value"/>

For example:

<Options option="skipValidation" Value="true"/>

Valid values when entering directly in the migration definition file: true/false.

Financial Close Management - Import Mode Select an option:

  • Replace—Overwrites a selected artifact with an imported artifact

  • Replace All—Overwrites all the existing artifacts with the imported artifacts

Note: To overwrite the value specified in the Migration Options dialog box, enter the following directly in the migration definition file:

<Options option="replaceOption" Value="value"/>

For example:

<Options option="replaceOption" Value="Replace"/>

Valid values when entering directly in the migration definition file: Replace/Replace All.

HFM - Dimension Import Mode

Select an import operation:

  • Replace—Overwrites the artifacts with the imported artifacts

  • Merge—Merges the artifacts with the imported artifacts

    Note: This option is applicable to all dimensions defined in a migration.

Note: To overwrite the value specified in the Migration Options dialog box, enter the following directly in the migration definition file:

<Options option="ImportDimensionMode" Value="value"/>

For example:

<Options option="ImportDimensionMode" Value="Merge"/>

Valid values when entering directly in the migration definition file: Replace/Merge.

HFM - Phased Submission Assignment Import Mode

Select an import operation:

  • Replace—Overwrites the artifacts with the imported artifacts

  • Merge—Merges the artifacts with the imported artifacts

Note: <Options option="ImportPhaseSubmissionAssignmentMode" Value="value"/>

For example:

<Options option="ImportPhaseSubmissionAssignmentMode" Value="Replace"/>

Valid values when entering directly in the migration definition file: Replace/Merge.

Shared Services - Max Errors Threshold Number of errors allowed before the import process is stopped.

Note: To overwrite the value specified in the Migration Options dialog box, enter the following directly in the migration definition file:

<Options option="maxerrors" Value="value"/>

For example:

<Options option="maxerrors" Value="100"/>

Valid values when entering directly in the migration definition file: 10/50/100/500/1000/5000/>5000.

Shared Services - Import Mode Select an import operation:

  • Create or Update

  • Create

  • Update

  • Delete

Notes:

  • To delete a deactivated Native Directory user, the user must be activated first before it can be deleted.

  • To overwrite the value specified in the Migration Options dialog box, enter the following directly in the migration definition file:

    <Options option="operation" Value="value"/>

    For example:

    <Options option="operation" Value="Delete"/>

    Valid values when entering directly in the migration definition file: Create or Update/Create/Update/Delete.

Example 6-2 Sample Migration Definition File With Migration Options

Following is a sample migration definition file with the migration Options row shown in bold.

<Package>
   <LOCALE>en_US</LOCALE>
   <User name="admin" password="" />
   <Task>
      <Source type="Application" product="HUB" project="Foundation" application="Shared Services" />
      <Target type="FileSystem" filePath="/exp1/HUB.Shared Services" />
      <Options option="operation" Value="delete" />
      <Artifact recursive="true" parentPath="/Native Directory" pattern="*" />
      <Artifact recursive="true" parentPath="/Taskflows" pattern="*" />
   </Task>
   <Task>
      <Source type="FileSystem" filePath="/exp22/HUB.Shared Services" />
      <Target type="Application" product="HUB" project="Foundation" application="Shared Services" />
      <Artifact recursive="true" parentPath="/Native Directory" pattern="*" />
      <Artifact recursive="true" parentPath="/Taskflows" pattern="*" />
   </Task>
</Package>