Export Planning Artifacts

Before exporting Planning applications, ensure that the plan type name is identical to the cube name. If not, the cross application data map creation in the migrated Planning application in Oracle Enterprise Performance Management Cloud will fail.

To export artifacts from the on-premises deployment:

1. In the on-premises deployment, log in as a Shared Services Administrator.

   This user must be provisioned with the Administrator role of Calculation Manager, Reporting and Analysis, and the application that you want to migrate.

2. Select Navigate, Administer, and then Shared Services Console.
3. If the Planning application that is being exported uses Calculation Manager as the rule engine:
   1. In the left pane, expand Application Groups and then Foundation, and then select the Calculation Manager application.
   2. In the right pane, expand Planning, and then select the Planning application that you want to migrate. Ensure that all artifacts of the application (Configuration, Essbase Data, Global Artifacts, Plan Type, Relational Data, and Security) are selected.
4. In the left pane, expand Reporting and Analysis, and then select the Reporting and Analysis application.
5. In the right pane, expand Repository Objects, and then do the following:

   • Select all Financial Reporting objects associated with the Planning application.

     Snapshot Report and Snapshot Book don't need to be associated with an application.

   • Select any third-party content; for example, documents and HTML files.

   • Expand HRInternalFolder, and then:

     • Select DataSources.

     • Expand UserPOV.

       There is a UserPOV for every combination of user and data source. Select the UserPOVs for the users that were migrated as part of the security model migration.

       For example, if Henry is an active user in Planning after migrating the security model from your on-premises environment to Planning, then select all the UserPOVs having Henry in the artifact name.

6. Select Security.
7. Select all Planning artifacts.
   1. In the left pane, expand Application Groups and then Planning.
   2. From the right pane, select all the artifacts.
8. Click Export.
9. In Export to File System, enter a directory (the default directory is MIDDLEWARE_HOME/user_projects/epmsystem1/import_export/admin@native directory) on the computer where Oracle Hyperion Foundation Services is installed.
10. Click Export.
    The Migration Status Report is displayed. Review the report to ensure that all artifacts are migrated without errors. If the export fails, correct the reported errors and try again.