Updating References to Data Sources

Use the Oracle Hyperion Planning Upgrade Wizard to update references to rehosted relational databases and Oracle Essbase servers.

Note:

Before updating references to data sources, ensure that the Essbase server and the relational database are running.

To update references to data sources:

  1. In the Planning Application Wizard, click Upgrade Wizard.
  2. On the Update Data Sources tab, review the relational database information and the Essbase server information for each Planning data source. If the Essbase server host and port have changed during upgrade, or if the relational database has moved to a new host, update the information.
    • To update multiple relational databases with the same information:

      1. On the bottom of the page, select the data sources to which to apply relational database updates.

      2. Under Update Relational Information, enter the new database information.

      3. Click Apply to Selected.

    • To update multiple Essbase servers with the same information:

      1. On the bottom of the page, select the data sources to which to apply Essbase information updates.

      2. Under Update Essbase Information, enter the new Essbase server information.

        When using Essbase failover in active-passive clustering mode, note that you can specify the APS URL followed by the Essbase cluster name; for example, if the APS URL is http://<hostname>:13090/aps and the Essbase cluster name is EssbaseCluster-1, then the value in the Essbase Server name field would be:

        http://<hostname>:13090/aps/Essbase?clusterName=EssbaseCluster-1

        Entering the Essbase cluster name without the APS URL is not supported in this release.

      3. Click Apply to Selected.

    • To update each data source individually:

      1. On the bottom of the page, select the data sources to which to apply the updates.

      2. Enter the new information for each data source.

  3. Choose an option under Actions
    • Click Reset to undo the updates.

    • Click Validate to test the connections to the selected data sources, and fix any issues that are noted.

    • Click Save to save the updates to the selected data sources.

  4. Click Next to proceed to the Upgrade Applications tab (see Upgrading Applications).

Note:

If you do not see the updates reflected in the Planning application, stop and then restart the Planning server.