1. Administering Profitability and Cost Management
  2. Creating and Migrating Profitability and Cost Management Applications
  3. Creating, Importing, and Exporting Applications in the Profitability Application Console
  4. Building Applications by Importing Template Files

Building Applications by Importing Template Files

Exporting Template Files describes how to export Profitability and Cost Management applications to template files for application migration and backup purposes. This section describes how to import those files, mainly to import on-premise Oracle Hyperion Profitability and Cost Management applications into Profitability and Cost Management.

While you can use templates to backup and restore an application in Profitability and Cost Management, it is good practice to use the migration features provided for lifecycle management. See Backing Up, Restoring, and Replicating Applications Using the Migration Features for an overview.

Note:

The following instructions assume that no application exists in the Profitability and Cost Management instance.

For another way to migrate Profitability and Cost Management artifacts, see Backing Up, Restoring, and Replicating Applications Using the Migration Features.

To migrate files from on-premise Profitability and Cost Management, see Migrating an Application from On-premises Profitability and Cost Management to EPM Cloud Profitability and Cost Management.

To migrate or restore an application with a template file:

  1. Export a template file as described in Exporting Template Files.
    If you are migrating an application from on-premise Profitability and Cost Management, follow the instructions in Migrating an Application from On-premises Profitability and Cost Management to EPM Cloud Profitability and Cost Management.
  2. Follow the instructions in Transferring Files with the File Explorer to download the template file to your local drive and upload back to the File Explorer Inbox.

    If you are migrating an on-premise application, make sure you can browse to the location of the template file on your local computer.

  3. Open the Profitability Application Console (Using the Profitability Application Console and Other Application Features).
  4. On the Application tab, select Actions, and then Import Template.
  5. Click Select File, and then select one of the following as the location of the file: Sample Templates, Server, or Client.
  6. Browse to select the file, with .zip extension.
  7. Click OK.
    If the file is a valid format, the import begins. Otherwise, an error message is displayed.
  8. Optional: You can click the Job Library icon, Job Library icon, and then Refresh to check import status.