planning migration steps

8/2/2019 Planning Migration Steps

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STEPS FOR MIGRATING PLANNINGAPPLICATION

This process of Migrating planning application is carried out in 5 main steps as givenbelow

I. Export/Import of the application schema from DB server.II. Expor/Import of Business Rules.

III. Exportig Data from source application and importing in target applciation.

IV. Export/Import Shared Services Security and provisioning

V. Export/Import of BI+ Reports

I. Export/Import of the application schema from DB server.

Source Server Side:

1. Export source planning application schema (appName.dmp)

2. Transefer the dump file appName.dmp to the Targer server location

Target Server Side:

3. Stop the Planning service on target server4. Copy the SID for admin user from target appName Schema

Select * from HSP_USERS;

USER_ID=50001 for admin

SID=native://DN=cn=a761603468c8757b:66e3e0c5:119112a5db7:-7f2a,ou=People,dc=css,dc=hyperion,dc=com?USER

5. Copy the applciation owner user detials on the target application

6. Drop all the objects from the target appName schema7. Import the schema exported in step 1 for target application schema


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8. Update SID for user whose object_id=50001 on newly imported schema on target

SQL> select * from HSP_USERS where user_id=50001;

USER_ID SID ROLE SYNC_PSWDOFFLINE_ENABLED HUB_ROLES

------------------------------------------------------------------------------------------ 50001 native://DN=cn=e9a26e998aa8de30:3f6f31ff:117d27fada9:-

7ffe,ou=People,dc=css,dc=hyperion,dc=com?USER

3 2 0 411

SQL> update HSP_USERS set

SID='native://DN=cn=a761603468c8757b:66e3e0c5:119112a5db7:-

7f2a,ou=People,dc=css,dc=hyperion,dc=com?USER' where user_id=50001;

1 row updated.

SQL> commit;

Commit complete.

9. Update username on the target applciation schema

SQL> select OBJECT_NAME from HSP_OBJECT where OBJECT_ID=50001;

OBJECT_NAME

--------------------------------------------------------------------------------

Testuser

SQL> update HSP_OBJECT set OBJECT_NAME='hypadmin' where

OBJECT_ID=50001;

1 row updated.

SQL> commit;

Commit complete.

10. Update Group details on the Target schema:

SQL> select * from HSP_GROUP;

GROUP_ID SID

------------------------------------------------------------------------------------------

50488 native://DN=cn=e9a26e998aa8de30:-14a35b39:1181f27754a:-7ff1,ou=Groups,dc=css,dc=hyperion,dc=com?GROUP

50490 native://DN=cn=e9a26e998aa8de30:-14a35b39:1181f27754a:-7ffc,ou=Groups,dc=css,dc=hyperion,dc=com?GROUP

64673 native://DN=cn=e9a26e998aa8de30:-14a35b39:1181f27754a:-

7ffa,ou=Groups,dc=css,dc=hyperion,dc=com?GROUP


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SQL> select OBJECT_NAME from HSP_OBJECT where OBJECT_ID in

(50488,50490,64673);

OBJECT_NAME

--------------------------------------------------------------------------------

AdministratorsFPA

Planner

11. Start the Planning Service on the target server

12. On Target serverLogin into Hyperion Workspace with the applciation userid and

Password

13. Open the Newly migrated application to confirm the the objects are moved (Forms,Dimension and Members)

Navigate->Applications->Planning->CMC (To open application)

Administration->Dimension (To confirm Dimensions)

Administration-> Manage Data Forms (To confirm Data Forms)


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14. Update the Shared Services URL and Register with Shared Services

Administration->Application Settings

15. Confirm the URL and PORTSAdministration->Manage Properties->System Properties

16. Migrate any Substituation Variables used in source application from AAS console


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17. Refresh the Application from Planning web to sync with Essbase.

Administration -> Manage Database -> Refresh

18. Migrate all other objects (calc script, report script, outline, business rules etc) of thisapplication from source using Migration Wizars in AAS console


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19. Repeat step 16 once again to refresh the database and sync with Essbase.


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II. Expor/Import of Business Rules.

The process of Business Rule migration involves exporting Variables,Macros,Sequences and Business Rules, Projects togather in the same order from

source server and Importing on to the target server. Here basically we are exporting the

above-mentioned objects in the XML format and importing.

Source Server Side:

1. Login into AAS console and from the navigation panel right click on the

Business Rules and select Export Business Rules option.

2. From the Export Business Rules window select the Variables tab and select the

all variables and click on the Export button, this action will prompt for filename and

location for storing this XML file. Provde the file name and location to save this XMLfile.


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3. Repeat the above steps for Macros and Sequences if you have any, finally select

Business Rules and Projects togather and export so that the association of Business

Rules with Projects will take place.4. Finally export these XML files to the Target server location.

Target Server Sode:

1. Login into AAS console and from the navigation panel right click on the BusinessRules and select Import Business Rules option.

2. From the Import Business Rules window select the Variables tab and select the

all variables and click on the Import button, this action will prompt for XML

filename. Browse to the directory and select the XML file for Variables and which

is transeferred from the source click OK to import.


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III. Exportig Data from source application and importing in target applciation.

Exporting Data from Source:

1. Export All data from source app/db in txt format from AAS in .txt format

Login into AAS console: In the Navigation Panael drill down till application and right click on the

database and select the option Export.

In the Export Database pop-up window enter the file name and select AllData option click OK

Perform the same steps for all other databases in the application.


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Transefer these exported data files to the target server using FTP oranyother way.

Loading Data into Application

a. Login into target AAS console

b. From the Navigation Panel dirll down till the application which is migrated

newlyc. Right click on the Database and selcect the option Load Data


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d. In the Data Load pop-up window confirm the Data Source Type is

Data File and click on Find Data File button to select the data file

Browse to the directory where the data files are transefered and select the file for loadingand click OK button


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Click on the OK button on the Data Load window to being the dataload process.

Confirm the dataload is success in Data Load Results window and also in the AAS

consoles message panel whices says Dataload Succeeded.

Repeat step 3 and 4 for other databases in the application.


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IV. Export/Import Shared Services Users and provisioning

This step is peroformed using Shared Services Import/Export command line utility toimport, export and validation user provisioning data in the native OpenLDAP directory,

performs this process.

Source Server side:

1. Login into Source Shared Services server machine.

2. Browse to the following directory

HYPERION_HOME/common/utilities/CSSImportExportUtility

Unzip cssimportexport.zipon the same location and this will create a newdirectory importexport.

Browse to importexport/Samples directory and copy importexport.properties file toimportexport directory

Open the importexport.properties file from the location

HYPERION_HOME/common/utilities/CSSImportExportUtility/importexport directory

And update the following lines which are highlighted .


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Also update the highlighted line under EXPORT OPERATIONS

Save the changes in the above file and run the CSSExport.bat with parameter asimportexport.properties filename from the command line.

This will generate an XML file on the location mentioned in the importexport.properties

file, transefer that file to the target server.

Target Server Side:

1. Login into Target server machine

2. Browse to the following directoryHYPERION_HOME/common/utilities/CSSImportExportUtility

Unzip cssimportexport.zipon the same location and this will create a newdirectory importexport.

Browse to importexport/Samples directory and copy importexport.properties file to

importexport directory

Open the importexport.properties file from the location

HYPERION_HOME/common/utilities/CSSImportExportUtility/importexport directoryAnd update the following lines which are highlighted .


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Also update the lines highlighted under IMPORT OPERATIONS section

Save the changes in the above file and run the CSSImport.bat with parameter as

importexport.properties filename from the command line.


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V. Export/Import of BI+ Reports

The process of exporting and importing BI+ reports is very simple task; this does notinvolve security and provisioning migration. The security and provisioning for reports is

performed manually once the reports are imported on the target. The database connection

for these reports has to be created or can be created during import process.

Source Server Side:

1. Login into Source Workspce URL and go to Navigate -> Explore page.

2. Select on File -> Export option

3. The above step will pop-up Select Financial Documents to Export window, fromthis window select the reports you wanted to export and click OK button. This

action will pop-up File Download window to save the Reports to the local disk,

click Save on this window and Save the reports as ZIP or DES format

Note: Save as ZIP if you have more than one report, for single report save as

ReportName.dec


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Target Server Side:

1. Login into Target Workspace URL and go to Navigate->Explore page.

2. Select File -> Import -> Financial Reports option

4. From the Import pop-up window browse to the directory where you have

transeferred reports/books from the source and select the file and click ImportButton.


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The above step will prompt for Database Connection for the Reports, if the DB

connections are already created then select the DB connection for the available list elseclick on New Database Connection button to create a new DB connection for this

Report.