1. Lifecycle Management Guide
  2. Getting Started With Lifecycle Management
  3. Quick Start to Lifecycle Management

Quick Start to Lifecycle Management

Oracle Hyperion Enterprise Performance Management System Lifecycle Management migrations follow this high-level process. Each part of the process is described in the guides or sections as noted in the table below.

Caution:

Oracle recommends that you back up the destination environment before performing a Lifecycle Management import. Exports and imports using Lifecycle Management are not reversible.

Table 2-1 Lifecycle Management Process

Task Additional Information
1. Install and configure Oracle Hyperion Shared Services and Oracle Enterprise Performance Management System products.  
2. Assign the LCM Administrator role to Lifecycle Management users.

Note: Most products require that users be provisioned with additional roles to perform Lifecycle Management tasks. For additional roles, see the appendixes at the end of this guide.

 
3. Define import and export options for the migration.
4. Using the Shared Services Console or the Lifecycle Management Utility, export the artifacts to the file system.

  1. Select all Shared Services artifacts as required.

  2. Select all product-specific artifacts as required.

    All related artifacts can also be selected; for example, Oracle Hyperion Calculation Manager rules, Oracle Hyperion Financial Reporting reports, Oracle Essbase global substitution variables, and so on.

  3. Export the selected artifacts to a single File System folder.

 Exporting to the File System.
5. Complete any product-specific migration prerequisites. "Migration Prerequisites" section for each product. See the appendixes at the end of this guide.
6. Back up the destination environment.  
7. Using Shared Services Console or the Lifecycle Management Utility, import the artifacts from the file system. Right click the exported File System folder, and then select Import. Importing from the File System.
8. View the Migration Status Report to ensure that everything migrated successfully. Migration Status Report.