Importing Strategic FinanceTemplates into Strategic Modeling (Optional)

You use Oracle Smart View for Office to import Oracle Hyperion Strategic Finance templates into Strategic Modeling. This step is required only if you want to preserve the templates that you used to create the migrated models.

Note:

When you take a Strategic Finance model offline, the template that was used to create the model, if available on the server, is copied to the EPM_ORACLE_HOME\products\hsf\Client\offline\server_hostname\database_name directory (generally, Oracle\Middleware\EPMSystem11R1\products\hsf\Client\offline\server_hostname\database_name) on the computer where Strategic Finance is deployed. Template files are created as ALT files.

To import templates using Smart View:

  1. Using Strategic Finance, connect to the Oracle Enterprise Performance Management Cloud environment in which Strategic Modeling is enabled.

  2. In the Smart View Panel on Strategic Modeling ribbon, expand the Strategic Modeling node

  3. Right-click Templates and then select Import Template.

  4. In Source Template, select the template file you want to import.

  5. In Template Name, enter a unique name for the template in Strategic Modeling.

  6. Click OK.

  7. Repeat this process for each template you want to migrate.