Oracle Cloud. Administering Migration for Oracle Enterprise Performance Management Cloud E

Oracle® Cloud Administering Migration for Oracle Enterprise Performance Management Cloud E73541-04 Oracle Cloud Administering Migration for Oracle E...
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Oracle® Cloud Administering Migration for Oracle Enterprise Performance Management Cloud E73541-04

Oracle Cloud Administering Migration for Oracle Enterprise Performance Management Cloud, E73541-04 Copyright © 2015, 2016, Oracle and/or its affiliates. All rights reserved. Primary Author: EPM Information Development Team This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. Microsoft, Windows, PowerPoint, Word, Excel, Access, Office, Outlook, Visual Studio, Visual Basic, Internet Explorer, Active Directory, and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services, except as set forth in an applicable agreement between you and Oracle.

Contents Documentation Accessibility ...................................................................................................................... v Documentation Feedback ......................................................................................................................... vii 1

Using Migration Accessing Migration.................................................................................................................................

2

1-1

Exporting Artifacts ...................................................................................................................................

1-1

Uploading Archives to the Service.........................................................................................................

1-2

Downloading Snapshots from the Service ............................................................................................

1-3

Deleting Snapshots and Archives...........................................................................................................

1-3

Repeating an Export Operation ..............................................................................................................

1-3

Renaming Snapshots and Archives .......................................................................................................

1-3

Setting Import Options ............................................................................................................................

1-4

Importing Data and Artifacts..................................................................................................................

1-4

Generating Reports Generating Migration Status Report......................................................................................................

2-1

Viewing Modified Since Report..............................................................................................................

2-1

Generating Artifact Updates Report ......................................................................................................

2-2

iii

iv

Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup? ctx=acc&id=docacc. Access to Oracle Support Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/ topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup? ctx=acc&id=trs if you are hearing impaired.

v

Documentation Feedback Send feedback on this documentation to: [email protected] Follow EPM Information Development on these social media sites: LinkedIn - http://www.linkedin.com/groups?gid=3127051&goback=.gmp_3127051 Twitter - http://twitter.com/hyperionepminfo Facebook - http://www.facebook.com/pages/Hyperion-EPM-Info/102682103112642 Google+ - https://plus.google.com/106915048672979407731/ #106915048672979407731/posts YouTube - https://www.youtube.com/user/EvolvingBI

vii

1 Using Migration • Accessing Migration • Exporting Artifacts • Uploading Archives to the Service • Downloading Snapshots from the Service • Deleting Snapshots and Archives • Repeating an Export Operation • Renaming Snapshots and Archives • Setting Import Options • Importing Data and Artifacts • Viewing Modified Since Report • Generating Migration Status Report

Accessing Migration You access Migration from the Application card on the Home page. To access Migration: 1. Access the service. 2. Complete a step:

• Click or tap Application, and then Migration. • For Oracle Hyperion Profitability and Cost Management Cloud: Click or tap Console and then

(Migration).

Exporting Artifacts You export artifacts to create backups that can be used in migrating applications across environments; for example, from a test environment to a production environment. You choose the artifacts to export. You can export all artifacts in the service or a combination of the artifacts belonging to these components: • Planning • Data management

Using Migration 1-1

Uploading Archives to the Service

• Calculation Manager (rules, formulas, scripts, templates) • Groups and membership (security) • Financial Reporting Snapshots that you create through the export process are stored for 60 days after which they are automatically deleted from the service. To export artifacts: 1. Access Migration. See Accessing Migration. 2. On Categories, choose the artifacts to export.

• To export all artifacts of all components, on Categories, click Select All, and then click Export. • To export all artifacts of a component, select the check box next to the name of the component, and then click Export. • To export specific artifacts of a component, click the name of the component. In Artifact List, open available folders, and then select the artifacts you want to export. 3. Click

(Selected Artifacts), and then verify the list of artifacts selected for export.

4. Click Export. 5. In Export, click OK.

You may change the default export folder name. For folder names, do not enter characters that are not supported by the native operating system. For example, Windows does not allow colons in a folder name. 6. Click OK.

The folder containing exported artifacts is listed on Snapshots.

Uploading Archives to the Service Use this option to upload a ZIP file (containing data, metadata, rule definitions, dimension definitions, mapped transactions, backup snapshots, etc.) from the local computer to the service. You cannot upload a ZIP file if a file with identical name exists in the service. Files that you upload to the service are stored for 60 days after which they are automatically deleted. To upload an archive to the service: 1. Access Migration. See Accessing Migration. 2. Click Snapshots, and then Upload. 3. Click Browse and select the ZIP file to upload to the service, and then click Upload. 4. Click OK.

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Downloading Snapshots from the Service

Downloading Snapshots from the Service To download files from the service to a local computer: 1. Access Migration. See Accessing Migration. 2. Click Snapshots. 3. Select the snapshot or file that you want download, then click Actions and then

select Download.

4. Follow the on-screen instructions to save or open the file.

Deleting Snapshots and Archives To delete a snapshot or archive from the service: 1. Access Migration. See Accessing Migration. 2. Click Snapshots. 3. Select the snapshot or archive to delete. 4. Click Actions, and then select Delete. 5. Click OK.

Repeating an Export Operation You can repeat a previous export operation to generate snapshots using the settings you used previously. To repeat an export operation: 1. Access Migration. See Accessing Migration. 2. Click Snapshots. 3. Select a snapshot that you previously exported from the service. The settings that

were used for exporting the snapshot are used for the export operation.

4. Click Actions and then select Repeat Export

The Migration Status Report opens. Click Refresh to verify that the operation completes without errors. Click Cancel to close the report.

Renaming Snapshots and Archives To rename snapshots and files: 1. Access Migration. See Accessing Migration. 2. Click Snapshots. 3. Select the snapshot or file to rename. 4. Click Actions, and then select Rename.

Using Migration 1-3

Setting Import Options

5. Make the desired changes, and then click OK. 6. Click OK.

Setting Import Options Import options specify the conditions for importing data into the service from uploaded files and snapshots. Available options are explained in the following table: Table 1-1

Import Options for Artifacts and Data

Import Option

Description

Reporting - Replace Newer Artifacts Only

If you specify Yes, only the artifacts that have a newer last modified timestamp compared to the one in the repository will be imported and replaced. The default value is No, which replaces any existing artifacts in the repository regardless of the last modified timestamp.

Reporting - Exclude Job Output On Import

If you specify Yes, all job outputs will be skipped on import, even if they match the import filter. The default value is No.

Data Management Skip Validation

Skips the validation of target dimension members in the destination location during import.

Groups and Membership - Import Mode

Select the mode for importing group information from import files: • Create or Update • Create • Update • Delete

Groups and Membership - Max Errors Threshold

Number of errors allowed before the import process is stopped.

To set import options: 1. Access Migration. See Accessing Migration. 2. Click Snapshots, and then

(Import Options).

3. Specify import options. See the preceding table for details. 4. Click OK. 5. Click Save and Close when you are done.

Importing Data and Artifacts You import artifacts and data to help set up the service instance, for example, while migrating your environment. This import operation is not used to load Planning application data or metadata. Data import process is controlled by the import settings specified for the service. See Setting Import Options. To import artifacts:

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Importing Data and Artifacts

1. Access Migration. See Accessing Migration. 2. Click Snapshots. 3. Select the snapshot or archive containing the artifacts or data that you want to

import.

4. Select artifacts to import.

• To import artifacts of a specific component: a.

Expand the snapshot, and then click a component name; for example HP– Vision to access a list of artifacts of the Vision sample application included in the snapshot.

b.

Click Import.

• To import specific artifacts of service components: a.

Expand the snapshot, and then click a component name; for example HP– Vision to access a list of artifacts of the Vision sample application included in the snapshot.

b.

In Artifact List, expand the list of available artifacts and then select the artifacts you want to import.

c.

Click Close to return to Artifact Snapshots.

d.

Optional: Repeat the preceding steps to select artifacts from other components included in the snapshot.

5. Click

import.

(Selected Artifacts), and then verify the list of artifacts selected for

6. Click Actions, and then select Import. 7. Click OK to confirm that you want to initiate the import operation.

The Migration Status Report opens. Click Refresh to verify that the operation completes without errors. Click Cancel to close the report.

Using Migration 1-5

Importing Data and Artifacts

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2 Generating Reports You can use these reports to manage your operations in Migration: • Generating Migration Status Report • Viewing Modified Since Report • Generating Artifact Updates Report

Generating Migration Status Report The Migration Status Report contains information on the artifact migrations that were performed in the service instance. For each migration, this report presents information such as the user who performed the migration, source, destination, start time, completed time, duration, and status. The start time and completed time indicated in the report reflect the current time based on the browser timezone. For failed migrations, you can view the information such as the source and destination applications, artifact path, artifact name, and error that caused the migration to fail. To view Migration Status Report: 1. Access Migration. See Accessing Migration. 2. Click Reports, and then Migration Status.

The report is automatically generated to show all migrations performed in the last 30 days. 3. To regenerate the report, click Refresh. 4. To close the report, click Cancel.

Viewing Modified Since Report You use the Modified Since Report to identify the artifacts that were modified after you created the original snapshot. Identifying changed artifacts helps you create new snapshots to backup the changes that were made to artifacts. The service automatically generates this report to list all the artifacts modified by all the users. You can regenerate the report to list only specific artifacts or only the artifacts that a specific user modified. To view modified artifacts in a snapshot: 1. Access Migration. See Accessing Migration. 2. Click Snapshots,and then select a snapshot.

Generating Reports 2-1

Generating Artifact Updates Report

3. Click Actions, and then select Modified Since.

Modified Since Report is displayed. 4. Optional: Regenerate the report if needed:

• Enter a name in Artifact Name to generate the report for a specific artifact. • Enter a user name in Modified By to generate the report to list the artifacts that a specific user modified. 5. Optional: Export artifacts. a. To create a snapshot containing all artifacts listed in the report, click Select All.

To create a snapshot containing specific artifacts, for each artifact you want to include in the snapshot, select the check box next to application name.

b. Click Export c. Enter a unique snapshot name, and then click OK.

Review the Migration Status Report to confirm that the export completed without errors. d. Click Cancel to close the Migration Status Report.

Generating Artifact Updates Report The Artifact Updates Report contains the following information on the artifacts that have been updated: • Application to which the artifact belongs • Artifact name • Artifact type • Name of the user who modified the artifact • Date when the artifact was modified • Location of the artifact You can generate this report for all the components of the service or for selected components. To generate the Artifact Updates Report: 1. Access Migration . See Accessing Migration. 2. Click Reports, and then Artifact Updates. 3. Specify report settings: a. Optional: In Artifact Name, enter the name of the artifact (for example,

Currency) for which the report is to be generated. Use * (asterisk) to report on all artifacts.

b. Optional: In Artifact Type, enter artifact type (for example, Currency

Dimension) for which the report is to be generated. Use * (asterisk) to report on all artifact types.

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Generating Artifact Updates Report

c. Optional: In Modified By, enter the name of the user about whom the report is

to be generated. Use * (asterisk) to report on all users.

d. Specify the period for which the report is to be generated. e. Select the components for which the report is to be generated. 4. Click Run Report. 5. Select one or more service components for which the report is to be generated. 6. Select what you want to do with the report.

• Click Cancel to close the report. • Click Actions and then Export to save the report to a file. • Click Actions and thenExport to CSV to export the report into a Comma Separated Value (CSV) file. • Click Actions and thenPrint Preview to preview the report.

Generating Reports 2-3

Generating Artifact Updates Report

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