Migration Paths for Legacy EPM Cloud Snapshots

Legacy snapshot refers to a snapshot taken from an Oracle Enterprise Performance Management Cloud environment that is not an EPM Standard subscription or EPM Enterprise subscription environment.

Essbase in Legacy EPM Cloud

Because the following legacy environments allow you to enable Hybrid BSO cubes, they may already be configured with an Oracle Essbase version that supports hybrid cubes (referred to as Hybrid Essbase).

  • Enterprise Planning and Budgeting Cloud
  • Planning and Budgeting Cloud with Plus One option
  • Financial Consolidation and Close Cloud

If you want to upgrade from Non-Hybrid Essbase to Hybrid Essbase to enable Hybrid BSO cubes in Financial Consolidation and Close Cloud and Enterprise Planning and Budgeting Cloud applications before migrating your environment, use the recreate EPM Automate command.

All other legacy environments are configured with an Essbase version that does not support hybrid cubes (referred to as Non-hybrid Essbase).

See "About Essbase in EPM Cloud" for detailed information on Essbase use in EPM Cloud.

Note:

You can upgrade legacy Planning and Budgeting Cloud environments to use Hybrid Essbase. However, you cannot enable the use of Hybrid BSO cubes in these environments.

Table 5-1 Migration Scenarios for Legacy EPM Cloud Snapshots

Legacy Snapshot Source Available Migration Paths Unavailable Migration Paths
Planning and Budgeting Cloud (Non-Hybrid Essbase)
  • EPM Enterprise subscription - Custom
  • Legacy Planning and Budgeting Cloud (Non-Hybrid Essbase)
  • Legacy Planning and Budgeting Cloud (Hybrid Essbase)
  • EPM Enterprise subscription - Planning Modules, FreeForm
  • EPM Standard subscription - Planning
Planning and Budgeting Cloud with Plus One option (Hybrid or Non-Hybrid Essbase)
  • EPM Enterprise subscription - Planning Modules
  • Legacy Planning and Budgeting Cloud with Plus One option (Hybrid or Non-Hybrid Essbase)
  • EPM Standard subscription
  • EPM Enterprise subscription - FreeForm, Custom
  • Legacy Planning and Budgeting Cloud (Non-Hybrid Essbase)
Enterprise Planning and Budgeting Cloud (Non-Hybrid Essbase)
  • Legacy Enterprise Planning and Budgeting Cloud (Non-Hybrid or Hybrid Essbase)
  • EPM Enterprise subscription - Planning Modules
  • EPM Standard subscription
  • EPM Enterprise subscription - Custom, FreeForm
Enterprise Planning and Budgeting Cloud (Hybrid Essbase)
  • Legacy Enterprise Planning and Budgeting Cloud (Hybrid Essbase)
  • EPM Enterprise subscription - Planning Modules
  • EPM Standard subscription
  • EPM Enterprise subscription - Custom, FreeForm
  • Legacy Enterprise Planning and Budgeting Cloud (Non-Hybrid Essbase)
  • On-Premises 11.2.x Planning *
  • On-Premises 11.1.2.4 Planning
  • On-Premises 11.1.2.3 Planning
  • EPM Enterprise subscription - Custom
  • Legacy Planning and Budgeting Cloud
  • EPM Standard subscription
  • EPM Enterprise subscription - Planning Modules, FreeForm
  • Legacy Enterprise Planning and Budgeting Cloud (Non-Hybrid Essbase)
Financial Consolidation and Close without Extended Dimensionality
  • Legacy Financial Consolidation and Close environments without Extended Dimensionality
  • Legacy environments using Hybrid Essbase
  • EPM Standard subscription
  • EPM Enterprise subscription
Financial Consolidation and Close with Extended Dimensionality
  • EPM Enterprise subscription
  • Legacy Financial Consolidation and Close with Extended Dimensionality
  • EPM Standard subscription
  • Legacy Financial Consolidation and Close environments using Non-Hybrid Essbase
On-Premises 11.1.2.4 Oracle Hyperion Financial Management (see About Financial Management Migration)
  • EPM Standard subscription
  • EPM Enterprise subscription
  • Legacy Financial Consolidation and Close environments
 
Tax Reporting Cloud
  • EPM Enterprise subscription - Tax Reporting
  • Legacy Tax Reporting Cloud
EPM Standard subscription
Account Reconciliation
  • EPM Enterprise subscription - Account Reconciliation
  • Legacy Account Reconciliation environments
EPM Standard subscription
On-Premises 11.1.2.4.250 (and later) Oracle Hyperion Financial Close Management
  • EPM Standard subscription - Account Reconciliation
  • EPM Enterprise subscription - Account Reconciliation
  • Legacy Account Reconciliation environments
 
On-Premises 11.1.2.4.002 Oracle Hyperion Strategic Finance (see About Strategic Finance Migration)
  • EPM Enterprise subscription - Planning Modules
  • EPM Enterprise subscription - Custom
  • EPM Standard subscription
  • Legacy Planning and Budgeting Cloud
  • Legacy Enterprise Planning and Budgeting Cloud
  • EPM Enterprise subscription - FreeForm
Profitability and Cost Management
  • EPM Enterprise subscription - Enterprise Profitability and Cost Management
  • EPM Enterprise subscription - Profitability and Cost Management
  • Legacy Profitability and Cost Management
EPM Standard subscription
On-Premises 11.1.2.4 Profitability and Cost Management EPM Enterprise subscription - Profitability and Cost Management
  • EPM Standard subscription
  • Legacy Profitability and Cost Management
  • EPM Enterprise subscription - Enterprise Profitability and Cost Management
On-Premises 11.1.2.4 Management Ledger Profitability and Cost Management EPM Enterprise subscription - Enterprise Profitability and Cost Management EPM Standard subscription
Enterprise Performance Reporting Cloud
  • EPM Standard subscription - Narrative Reporting
  • EPM Enterprise subscription - Narrative Reporting
  • Legacy Narrative Reporting
 
Enterprise Data Management Cloud
  • Oracle Enterprise Data Management Cloud
  • EPM Enterprise subscription - Enterprise Data Management
  • Legacy Enterprise Data Management
EPM Standard subscription
* On-Premises 11.2.x Planning that uses Essbase 21c cannot be migrated to EPM Cloud.

About Financial Management Migration

You use the EPM Cloud Migration Accelerator to migrate On-premises 11.1.2.4 Financial Management to EPM Cloud. For detailed instructions, see "Migrate Financial Management to Financial Consolidation and Close" in Administering Migration for Oracle Enterprise Performance Management Cloud.

About Strategic Finance Migration

See these information sources.

About Data Relationship Management Migration

You can migrate On-Premises 11.1.2.4.330 or newer Oracle Data Relationship Management to the standalone Oracle Enterprise Data Management Cloud or to EPM Enterprise subscription - Enterprise Data Management business process.

Limits apply to the number of records in some Enterprise Data Management environments. See Overview of Oracle Enterprise Data Management Cloud for an explanation of available Enterprise Data Management subscriptions.

See these information sources: