Planning Migration Considerations
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Oracle Hyperion Enterprise Performance Management System Lifecycle Management migration to and from Oracle Hyperion Planning is a long-running operation.
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Some Planning artifacts have dependencies; for example, forms have dimension dependencies. Instead of migrating only the dimension members required for a form, Lifecycle Management migrates the entire dimension. You must manually select any necessary dependencies. See Migrating Artifacts.
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The source and destination applications must have exactly the same settings for Plan Type, Calendar, and Single- or Multi-currency.
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If Planning does not exist in the target environment, Lifecycle Management creates an application shell.
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Oracle Essbase must be in Oracle Hyperion Shared Services mode to use Lifecycle Management.
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Essbase artifacts are displayed under the Planning application node, and the data artifact is displayed under the Essbase Data category.
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For a first-time test-to-production migration, Oracle recommends migrating all the Planning-related artifacts under the Planning node.
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Oracle recommends migrating Essbase data only for a first-time test-to-production migration, and not for any incremental migrations.
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To export or import Planning data artifacts, Lifecycle Management must have a shared file system path.
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To enable data migration across distributed environments,
filesystem.artifact.path
must be a shared path. The Lifecycle Management file system location must be accessible from all environments in the distributed setup.