Prepare Strategic Finance Models and Templates for Migration

You migrate each Oracle Hyperion Strategic Finance model and template separately. The Take Offline feature of Oracle Smart View for Office enables you to quickly save entities and templates as local ALC files that can be migrated to Strategic Modeling.

It is not required to migrate template files to Strategic Modeling unless you want to maintain a copy of the template that was used to create the model in Strategic Finance.

Use the following procedure to create individual ALC files for each entity that you want to migrate. The ALC files are stored in 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.

To take models and templates offline using Smart View:

1. From Smart View, connect to the Strategic Finance instance from which you want to migrate entities and templates.
2. In Smart View, right-click the Strategic Finance database node, and then select Take Offline.
   The Take Offline utility is displayed.
3. Complete these steps in the Take Offline utility:
   1. Select the models to take offline.
   2. Make sure that the Check Out checkbox is not selected.
   3. Click Next.
      
      
   4. Verify the list of models that will be taken offline. The models and templates listed in this screen will be saved as ALC files.
   5. Click Finish.
      
      
4. Wait a while for the process to finish. Click OK when the process of taking models off line is reported as complete.