HFM LCM Steps

First-Time Lifecycle Management Migration for HFM Page 1 of 20
Print Preview First-Time Oracle Hyperion Enterprise Performance Management System

Lifecycle Management Migration for Oracle Hyperion Financial Management,
First-Time Oracle Hyperion Fusion Edition 11.1.2 with Hyperion Shared Services 11.1.2
Enterprise Performance
Management System Lifecycle Purpose
Management Migration for
Oracle Hyperion Financial This tutorial covers a first-time lifecycle management (LCM) migration for Financial Management classic applications or for
Financial Management applications that are created in Oracle Hyperion Enterprise Performance Management Architect
Management, Fusion Edition (Performance Management Architect). This LCM migration utilizes Hyperion Shared Services 11.1.2.
11.1.2 with Hyperion Shared
Services 11.1.2 Time to Complete
This tutorial contains the following sections: Approximately 2 hours.
Purpose Overview
Time to Complete
Overview In this tutorial, you perform a first-time lifecycle management migration with a Financial Management 11.1.2 application and with
Shared Services 11.1.2 from a source environment to a destination environment.
Scenario
Prerequisites
The Financial Management application consists of artifacts from various products. For example:
Exporting a Financial Management Application to the File
System in the Source Environment
Shared Services users, groups, provisioning artifacts, and task flows
Copying Artifacts for the Financial Management Performance Management Architect dimensions, Calculation Manager, data synchronization, and import profile artifacts for
Application from the Source Environment to the Financial Management applications created in Performance Management Architect
Destination Environment Financial Management artifacts
Creating a Financial Management Classic Application Financial reports
Shell in the Destination Environment
Importing a Financial Management Application from the Because the artifacts for Financial Management applications span multiple products, you must migrate the artifacts from each
File System in the Destination Environment product as it relates to the Financial Management application.
Summary
Resources Scenario
You are tasked with a first-time migration for Financial Management 11.1.2 application from a source environment to a destination
environment. The 11.1.2 release is installed and configured on the source and destination environments, which utilize separate
Viewing Screenshots Shared Services 11.1.2 instances. Consequently, the file system will be utilized for this migration.
Click icon to hide all screenshots Prerequisites
Before starting this tutorial, you should:

Note: Alternatively, you can click an individual icon (or
image) associated with each step to view (or hide) the
screenshot associated with that step. 1. Install and configure Financial Management 11.1.2 and all related Performance Management Architect 11.1.2
products in the source and destination environments (Hyperion Shared Services, Performance Management
Architect, Oracle Hyperion Financial Reporting, Fusion Edition and so on).
2. Ensure that the source environment contains the Financial Management application with all metadata.
3 . Ensure that the source and destination user who is performing the LCM activities is provisioned with the following
roles:
Shared Services LCM administrator

Financial Management application administrator
Exporting a Financial Management Application to the File System in the Source

Environment
In this part of the tutorial, you migrate a Financial Management application to the File System.
1. In the source environment, log on to Shared Services as the user who is provisioned with the appropriate LCM roles.
http://www.oracle.com/webfolder/technetwork/tutorials/obe/hyp/HFM11.1.2_LCM/H... 16/03/2017
Print Preview 2. Navigate to Foundation > Shared Services, and select the following native directory provisioning artifacts and the task flows that
to the Financial Management application:
First-Time Oracle Hyperion
Enterprise Performance Users Native Directory users
Groups Native Directory groups
Management System Lifecycle Assigned Roles Roles granted to users and groups through the provisioning process. You should select the roles for the associated
Management Migration for artifacts that pertain to the Financial Management application.
Oracle Hyperion Financial Note: You should choose the assigned roles for all products that contain artifacts for the Financial Management application.
Management, Fusion Edition
Services 11.1.2
This tutorial contains the following sections:
Purpose
Time to Complete
Overview
Scenario
Prerequisites
Copying Artifacts for the Financial Management
Application from the Source Environment to the
Destination Environment
Creating a Financial Management Classic Application
Importing a Financial Management Application from the
File System in the Destination Environment
Summary 3. Navigate to the default application group, and select the Financial Management application that you want to migrate; for example, Reports.
Resources
Viewing Screenshots
Click icon to hide all screenshots

screenshot associated with that step.
Click Select All to select all Financial Management application artifacts.
4. For Financial Management applications created in Performance Management Architect,, navigate to Foundation > EPM Architect
Metadata > Consolidation Applications, and select the Performance Management Architect artifacts that reside under the Financial
Management application that you are migrating. In the following example, it is Reports.
5. Navigate to Hyperion Reporting and Analysis and perform the following actions:
a) Expand the Repository Objects folder.
Print Preview
b) Select the Financial Reports folder that contains the financial reports which are associated with the Financial Management application.
Management System Lifecycle
Oracle Hyperion Financial
Services 11.1.2
Purpose
Time to Complete
Overview
Scenario
Prerequisites
Importing a Financial Management Application from the 6. On the Selected Artifacts tab, review the set of artifacts that you selected for the migration of the Financial Management application.
Summary
Resources
Viewing Screenshots

Click the Define Migration button to define the migration of the Financial Management application.
7. Select the first product to migrate (for example, Reporting and Analysis).
Click Next.
8. On the Source Options page, select Export with job output if you want that information to be migrated.
Print Preview
Click Next.
9. On the Destination page, enter the name of the file system folder where the Financial Reporting artifacts will be extracted.

Services 11.1.2
Purpose
Time to Complete
Overview
Scenario
Prerequisites
Copying Artifacts for the Financial Management Click Next.
File System in the Destination Environment 10. Review the Destination Options page to ensure that the parameters are correct.
Summary
Resources
Viewing Screenshots

Click Next.
You are directed back to the beginning of the migration wizard so that you can define other product migrations.
11. Select the next application to migrate (for example, Financial Management application that you created in Performance Management Architect).
Click Next.
12. Review the source options.
Click Next.
Print Preview

Enterprise Performance 13. On the Destination page, enter the name of the file system folder where the Performance Management Architect artifacts will be

Services 11.1.2
Purpose
Time to Complete
Overview
Scenario
Prerequisites Click Next.
Creating a Financial Management Classic Application 14. Review the destination options to ensure that the parameters are correct.
Summary
Resources
Viewing Screenshots

Click Next.
15. Select the next application to migrate (for example, the Reports application).
Click Next.
Click Next.
17. On the Destination page, enter the name of the file system folder where the Financial Management artifacts will be extracted.
Print Preview

Services 11.1.2
Click Next.
Purpose
Time to Complete
Overview
Scenario
Prerequisites 18. Review the destination options to ensure that the parameters are correct.
Summary
Resources
Viewing Screenshots
Click icon to hide all screenshots Click Next.

19. Select the next application to migrate (for example, the Shared Services application).
Click Next.
20. On the Source Options page, filter the user, groups, and roles as needed.
Click Next.
21. On the Destination page, enter the name of the file system folder where the Shared Services artifacts will be extracted.
Print Preview

11.1.2 with Hyperion Shared Click Next
Services 11.1.2
Purpose
22. Review the destination options to ensure that the parameters are correct.
Time to Complete
Overview
Scenario
Prerequisites
Summary
Resources
Click Next.
Viewing Screenshots
23. Review the Migration Summary to ensure that the defined migrations are correct.
24. Click Save Migration Definition.
25. Click Save.
26. Enter the location and name for the migration definition file, and click Save.
Print Preview

Services 11.1.2
Purpose
Time to Complete
Overview
Scenario
Prerequisites
System in the Source Environment 27. On the Migration Summary page, click Execute Migration.
Summary
Resources
Viewing Screenshots

The migration of the Financial Management application is executed.
28. Click Launch Migration Status Report.
29. On the Migration Status Report page, review the status of the migration. If needed, refresh the Migration Status Report to see that the migration
was completed successfully.
Print Preview

Oracle Hyperion Financial Copying Artifacts for the Financial Management Application from the Source Environment
Management, Fusion Edition to the Destination Environment
Services 11.1.2 The artifacts for the source environment application that exist on the file system must be moved to the destination environment file
system. You can accomplish this task by copying and pasting the artifacts, sending them through FTP, or burning them to a DVD.
The default file system location for the Life Cycle Management artifacts is on the Shared Services Web application server at
c:\oracle\Middleware\user_projects\epmsystem1\common\import_export.
Purpose
Time to Complete
The artifacts must also be copied into the user directory within this file system location.
Overview
Scenario In this example, you copy and paste the artifacts within Windows Explorer.
Prerequisites
Exporting a Financial Management Application to the File 1. In the source environment, navigate to Windows Explorer on the file system.
Summary
Resources
Viewing Screenshots
Note: Alternatively, you can click an individual icon (or 2. Select Tools > Map Network Drive.
3. Enter the parameters for the destination environment file system location, and click Finish.
4. Navigate to the artifacts for the source environment application. Select the folders, right-click, and select Copy.
Print Preview

Services 11.1.2
Purpose
Time to Complete
Overview
Scenario
Prerequisites
Application from the Source Environment to the 5. Navigate to the newly mapped destination location, right-click, and select Paste.
Summary
Resources
Viewing Screenshots

6. The database artifact folders now reside in the destination server file system location.
Creating a Financial Management Classic Application Shell in the Destination

Environment
Before migrating a Financial Management classic application, you must create the Financial Management classic application shell
in the destination environment.
Before following these steps Financial Management must be installed and configured in the destination environment.
Note: For Financial Management applications that you created in Performance Management Architect, you can skip this section.
1. Log on to Workspace in the destination environment.
Print Preview

Services 11.1.2
Purpose
Time to Complete
Overview
Scenario
Prerequisites
Copying Artifacts for the Financial Management 2. Select Navigate > Administer > Classic Application Administration > Consolidation Administration > Create Application.
Summary
Resources
Viewing Screenshots

3. Enter the application properties to create a Financial Management classic application shell, and click Create.
4. Confirm that the application was successfully created.
Print Preview
Importing a Financial Management Application from the File System in the Destination
Environment
Enterprise Performance You have exported the artifacts for the Financial Management application from the source environment to the file system and
Management System Lifecycle copied the artifacts to the destination environment file system.
Management Migration for You now import a Financial Management application from the file system to the destination environment.
Management, Fusion Edition 1. In the destination, log on to Shared Services as the user who is provisioned with the appropriate LCM roles.
Services 11.1.2
Purpose
Time to Complete
Overview
Scenario
Prerequisites
Summary
Resources
Viewing Screenshots

2. Perform one of the following actions:
For Financial Management applications that were created in Performance Management Architect, proceed to step 3.
For Financial Management classic applications, skip to step 14.
3 . If the Financial Management application was created in Performance Management Architect, under Application Group Management
File System.
4. Select the artifacts for the Performance Management Architect file system that are applicable to the Financial Management application.
Click Define Migration.
5. View the Source Options page.
Print Preview

Services 11.1.2
Click Next.
Purpose
Time to Complete
Overview
Scenario
Prerequisites
6. Select the destination (in this case, Performance Management Architect).
Summary
Resources
Viewing Screenshots

Click Next.

7. Perform the following actions:
a) In the Dimension Import Mode list, select Merge or Replace.
b) Select Deploy after Import.
c) Enter the remaining parameters to deploy the application view to a physical Financial Management application.
Click Next.
8. Review the Migration Summary.
Click Save Migration Definition.
Print Preview

Enterprise Performance 9. In the File Download dialog box, click Save.

Services 11.1.2
Purpose
Time to Complete
Overview
Scenario
Prerequisites
Application from the Source Environment to the 10. Enter the location and the file name for the migration definition, and click Save.
Summary
Resources
Viewing Screenshots

11. Navigate to the Migration Summary page.
Select Execute Migration.
The migration is executed.
12. Click Launch Migration Status Report to view the status of the migration
13. Confirm that the migration is completed.
Print Preview

Services 11.1.2
Purpose
Time to Complete
Click Cancel to close the Migration Status Report.
Overview
Scenario
Prerequisites
Copying Artifacts for the Financial Management 14. Navigate to File System, and select the Financial Management application artifacts, the Financial Management application financial reports, and
Application from the Source Environment to the the Financial Management Shared Services artifacts.
Summary
Resources
Viewing Screenshots

15. Select the Selected Artifacts tab to view the artifacts that you selected for the migration.
Click Define Migration.
16. Select the Shared Services artifacts.
Click Next.
Print Preview

11.1.2 with Hyperion Shared Click Next.
Services 11.1.2
Purpose
18. On the Destination page, select the Shared Services repository.
Time to Complete
Overview
Scenario
Prerequisites
Summary
Resources
Click Next.
Viewing Screenshots
19. On the Destination Options page, select the import operation type and the number of maximum errors to allow before stopping the import.
Click Next.
20. Select the Financial Management artifacts.
Click Next.
Print Preview

Management Migration for Click Next.
Services 11.1.2
22. Select the destination Financial Management application to which you want to import the artifacts.
Purpose
Time to Complete
Overview
Scenario
Prerequisites
Summary
Resources
Click Next
Viewing Screenshots
Note: Alternatively, you can click an individual icon (or 23. For Import Dimension Mode and Import Phased Submission Assignment mode, select merge or replace. Note: If dimensions or
image) associated with each step to view (or hide) the submission assignments are not being imported, these options will not be considered.
Click Next.
24. On the Source page, select the Financial Reports artifacts.
Click Next.
Print Preview

Services 11.1.2
This tutorial contains the following sections: Click Next.
Purpose
Time to Complete
Overview
Scenario
26. On the Destination page, select the Reporting and Analysis repository.
Prerequisites
Summary
Resources
Viewing Screenshots
Click icon to hide all screenshots Click Next.

27. Optional: On the Destination Options page, select Exclude Job Output on Import.
Click Next.
28. Review the Migration Summary.
Click Save Migration Definition.
29. In the File Download dialog box, click Save.
Print Preview

Services 11.1.2
Purpose
30. Enter the location and the file name for the migration definition, and click Save.
Time to Complete
Overview
Scenario
Prerequisites
Summary
Resources
Viewing Screenshots

31. Navigate back to the Migration Summary page.
Click Execute Migration.
32. Click Launch Migration Status Report.
33. Confirm that the migration is completed.
Print Preview

Summary
Management Migration for In this tutorial, you learned how to:
Management, Fusion Edition Export the application artifacts from your source environment to the file system
Copy artifacts for the Financial Management application from the source environment to the destination environment
11.1.2 with Hyperion Shared For Financial Management classic applications, create a Financial Management classic application shell in the destination
Services 11.1.2 environment
Import the application artifacts from the destination environment file system to the application

Resources
To learn more about life cycle management, refer to the Oracle Hyperion Enterprise Performance Management System,
Purpose
Release 11.1.2, Lifecycle Management Guide.
Time to Complete To learn more about Financial Management, refer to additional OBEs in the Oracle Learning Library.
Overview
Scenario
Prerequisites
Exporting a Financial Management Application to the File About Oracle | | Careers | Contact Us | Site Maps | Legal Notices | Terms
System in the Source Environment of Use | Your Privacy Rights
Summary
Resources
Viewing Screenshots


HFM LCM Steps

Diunggah oleh

Informasi Dokumen

Judul Asli

Hak Cipta

Format Tersedia

Bagikan dokumen Ini

Bagikan atau Tanam Dokumen

Opsi Berbagi

Apakah menurut Anda dokumen ini bermanfaat?

Apakah konten ini tidak pantas?

Hak Cipta:

Format Tersedia

HFM LCM Steps

Diunggah oleh

Hak Cipta:

Format Tersedia

First-Time Lifecycle Management Migration for HFM Page 1 of 20

Print Preview First-Time Oracle Hyperion Enterprise Performance Management System

This tutorial contains the following sections: Approximately 2 hours.

Click icon to hide all screenshots Prerequisites

Before starting this tutorial, you should:

Shared Services LCM administrator

Exporting a Financial Management Application to the File System in the Source

Click icon to hide all screenshots

Note: Alternatively, you can click an individual icon (or

Click Select All to select all Financial Management application artifacts.

a) Expand the Repository Objects folder.

Click icon to hide all screenshots

Note: Alternatively, you can click an individual icon (or

Management, Fusion Edition

Click icon to hide all screenshots

Note: Alternatively, you can click an individual icon (or

12. Review the source options.

First-Time Oracle Hyperion

Management System Lifecycle

Click icon to hide all screenshots

Note: Alternatively, you can click an individual icon (or

16. Review the source options.

First-Time Oracle Hyperion

Click icon to hide all screenshots Click Next.

Note: Alternatively, you can click an individual icon (or

First-Time Oracle Hyperion

Click icon to hide all screenshots

24. Click Save Migration Definition.

25. Click Save.

First-Time Oracle Hyperion

Click icon to hide all screenshots

Note: Alternatively, you can click an individual icon (or

The migration of the Financial Management application is executed.

28. Click Launch Migration Status Report.

First-Time Oracle Hyperion

Click icon to hide all screenshots

First-Time Oracle Hyperion

Click icon to hide all screenshots

Note: Alternatively, you can click an individual icon (or

Creating a Financial Management Classic Application Shell in the Destination

1. Log on to Workspace in the destination environment.

First-Time Oracle Hyperion

Click icon to hide all screenshots

Note: Alternatively, you can click an individual icon (or

4. Confirm that the application was successfully created.

Click icon to hide all screenshots

Note: Alternatively, you can click an individual icon (or

2. Perform one of the following actions:

Click Define Migration.

5. View the Source Options page.

First-Time Oracle Hyperion

Click icon to hide all screenshots

Note: Alternatively, you can click an individual icon (or

7. Perform the following actions:

a) In the Dimension Import Mode list, select Merge or Replace.

b) Select Deploy after Import.

8. Review the Migration Summary.

Click Save Migration Definition.

First-Time Oracle Hyperion

Management System Lifecycle

Click icon to hide all screenshots

Note: Alternatively, you can click an individual icon (or

11. Navigate to the Migration Summary page.