Using the Standard to Management Ledger Migration Utility

Use the Standard to Management Ledger Migration Utility for preparing a Detailed Profitability application for migration to an Profitability and Cost Management environment.

Note:

This utility is available only for Oracle Hyperion Profitability and Cost Management installations that use the Oracle Database.

The utility creates a template ZIP file that can be imported as a new Management Ledger application into Profitability and Cost Management. It contains the dimension metadata, point-of-view (POV) definitions, and application preferences from the Standard Profitability application. It also contains placeholder Management Ledger rule sets and rules, derived from the standard application stages and rules, to provide a framework that must be filled out manually to complete the migration process.

The Standard to Management Ledger Migration Utility uses a PL/SQL procedure to extract the information from the Standard Profitability application into files on a server. The PL/SQL procedure requires that you first create an Oracle directory object, which is used to access the operating system on the database server and write the files. Next, you copy these files to any Microsoft Windows-based client computer, where you run a batch (BAT) file to prepare and package them into a Management Ledger template ZIP file. Finally, you can import the template file into a new Management Ledger application in the Cloud.

Steps are as follows:

  1. Extract the utility files from the ZIP file that contains them.

    Open the P28048630_111240_Generic.zip patch file and extract these two files: sptomlextract.sql, sptomltemplate.bat

    Within the Zip file, they are located in the following folder:

    HPCM_11_1_2_4_128_28048630\files\products\Profitability\database\Common\Oracle

  2. Create an Oracle directory database object to specify the location on the database server where the migration files are to be written:
    1. In Oracle SQL Developer or SQL Plus, connect to a user that has the create any directory privilege and execute this command:

      create or replace directory EXTRACT_DIR as '<directory path where you want the migration files written>';

      For example, to write them to the D:\Migration_Extract directory on a Windows server:

      create or replace directory EXTRACT_DIR as 'D:\Migration_Extract';

    2. Grant all privileges on that directory to the Profitability and Cost Management product schema owner:

      grant all on directory EXTRACT_DIR to < Profitability and Cost Management schema owner>;

      For example, if the Profitability and Cost Management schema owner is HPCM1, you would use this command:

      grant all on directory EXTRACT_DIR to HPCM1;

  3. Create the migration utility PL/SQL package:

    From Oracle SQL Developer or SQL Plus, as the Profitability and Cost Management product schema owner, run the sptomlextract.sql script. This creates and compiles the HPM_SP_TO_ML_PKG PL/SQL package.

  4. Run the migration utility to extract information from the Standard Profitability application into files on the database server:

    Run this command from Oracle SQL Developer or SQL Plus:

    exec HPM_SP_TO_ML_PKG.ExtractAll('<appName>');

    For example, for application name "BksSP82", you would use this command:

    exec HPM_SP_TO_ML_PKG.ExtractAll('BksSP82');

    The migration files are created in the directory you specified in step 2.
  5. Copy the migration files to any Microsoft Windows client or server.

    If the Oracle Database instance is not installed on a Microsoft Windows system, copy the generated migration files to any Windows system. Also copy the sptomltemplate.bat file to that location.

  6. Generate the Management Ledger template ZIP file:

    On the Microsoft Windows computer, run the sptomltemplate.bat script to prepare and package the migration files into a Management Ledger template ZIP file, using this command:

    sptomltemplate.bat <directory path where you copied the migration files>

    For example, if you copied the migration files to D:\Migration_Template on the Windows server, the command is:

    sptomltemplate.bat D:\Migration_Template

    This step generates a template file called SPtoML_Template.zip in the same folder.