Hyperion LCM Utility
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Transcript of Hyperion LCM Utility
LifeCycle ManagementLifeCycle Management
June 27, 2010June 27, 2010
Philip DuPre’, Project LeadPhilip DuPre’, Project LeadRanzal & AssociatesRanzal & Associates
Introductions What is LCM? Configuration Requirements Backup an Entire Environment
Migrate to Dev / Test Tricks and Hacks
Removing an unwanted dimension Rename a Plan Type
Q & A
Agenda
INTRODUCTIONS
Founded in 1996, Ranzal has implemented Hyperion solutions for 500+ companies (800+ projects since the acquisition)
Oracle / Hyperion Platinum Partner - Highest Status
Hyperion “Americas Reseller” & “Partner of the Year” › 1999, 2005 & 2007
Certified EPM Consultants & Instructors
Vertical Expertise with High-Profile Clients from Coast to Coast› East Coast & West Coast Presence
Sound Project Methodology Insures Project Success› Support Business Applications from start to finish
One of the Largest Hyperion Practices in the U.S.
“Best Planning & Essbase Practices with Best HFM Practice”› Hyperion Development utilizes Ranzal for Planning, Essbase and HFM product direction
About Ranzal
Regarded in the industry as one of the "BEST” at leveraging Regarded in the industry as one of the "BEST” at leveraging
OLAP technology to develop EPM ApplicationsOLAP technology to develop EPM Applications
Our team has been involved in 800+ successful EPM Implementations› Financial Consolidation & Management Reporting› Budgeting & Planning › Profitability Management Solutions› Business Intelligence and Data Warehousing › Infrastructure Planning and Performance Tuning › Business Process and Project Management
Strong client portfolio across leading Industry Sectors including
Certified consultants and instructors› Hyperion Essbase, Hyperion Planning, Hyperion Financial Management, HPCM, Hyperion
Enterprise, Hyperion Strategic Finance, Hyperion BI+ (Web Analysis, Financial Reports, Interactive Reporting, Production Reporting), Hyperion Data Relationship Management, Hyperion Financial Data Quality Management, Data Services (including ETL, Warehousing)
› Financial Services › Insurance› Retail / Consumer Packaged Goods› Manufacturing› Pharmaceutical & Hospital› Hospitality / Travel / Entertainment
› High Technology / E-business › Energy / Utilities› Distribution › Government› Other
Application & Industries
WHAT IS LCM?
Lifecycle Management
The process of moving an application or artifact from one environment to another with the same version
(Development, Test, Production)
Unified Graphical interface
Command Line capabilities
Allows tasks to be repeated via automation
Exported files can be modified to make changes easier
What is LCM?
Lifecycle Management
Allows Planning Database copy within the same environment
Can Backup the Entire Environment Shared Services Security Essbase, Planning, HFM, Reports, HBR, etc. Excel & Text Files within the Essbase DB Folder Dimensions with EPMA
Allows Selective Restores
What is LCM?
Lifecycle Management
Must manually copy files between environments
Some special characters cause errors
Reports naming convention can exceed Windows limitations
User Interface Seems repetitive
Restoration Order causes error May require several iterations to load correctly
No Detailed listing of what was restored
LCM Limitations - Global
CONFIGURATION REQUIREMENTS
Shared Services Provisioning
User ID used must be provisioned appropriately to allow access to the apps being exported or imported
Can only backup / restore what they have access to Provisioning must include LCM Administrator
Environment
Single Shared Services Foundation Multiple Shared Services Foundations
Development Test Production
Configuration Essentials
BACKUP AN ENTIRE ENVIRONMENT
Backup Source and Target Environments
(Including Relational Repository) With simplicity comes an opportunity for confusion Still an early release of this product
Key Dependencies
Install Target Environment Create Planning apps with the same initial setup
Number of years does not matter, but start year does Create the Essbase apps / databases Create HFM database
Pre-Requisites - Global
Configure Artifacts from Shared Services
Shared Services Essbase Planning Reports HFM
Save or Execute Migration Definition File
Saved Definition Files are used in Automation
Migration Definition File
Plan Type must be the same name as Source Multiple Plan Types, must be in the same order
Start Year must be the same # of years does not have to match
Must have the same base time period Months, Quarters, or Years
Currency Setting must match source
Standard dimension names must match Can edit the name in the files
Planning
A Full Planning Migration Requires 4 Areas
Essbase Only if using Substitution Variables for “All Apps”
Shared Services For Group or User Security
Planning Application Contains, Dimensions, Business Rules, etc.
Reporting & Analysis
For Member Formulas with HspUDF attribute Essbase Outline
Planning
For Planning, if you use substitution variables at “(all apps) (all dbs)”, then you will need to export these under Essbase artifact list
All the other substitution variables are contained within the Planning specific LCM artifact list
Planning - Essbase
Order of Export does not matter We are just creating text files
Order of Importing is important Shared Services Security should be 1st
Planning – Shared Services
When Exporting, you usually want to export everything A file is created for each artifact
Planning - Planning
When Exporting Reports, Generally use “Select All” button
Planning - Reports
Help Leads to very good online help from Oracle
Select All or Clear Selections Select all or Deselect all Artifacts on the screen
Define Migration Select this button to Continue
View Audit Report Auditing must be enabled to use this option
LCM Navigation
Choose your options for the Migration Wizard This is similar for each type of LCM export
Migration Wizard
Migration Wizard
Source Used to select which artifact type is active If only one is open, will skip this screen
Source Options Different depending on the type of export
Destination Pick to export to File or within the environment
Destination Options This screen may vary, but is usually repetitive
Migration Summary Summary of your choices
Migration Wizard (Con’t)
Source
Select which Application Artifacts to Define Repeats until all selected Artifacts have been defined
Source
Source Options
Shared Services May Select Groups
Essbase No Selections
Planning No Selections
Reports Uncheck Export Job Output Click Next
Source Options
Destination
When exporting to file, this option is the same for all apps For Planning and Essbase it is possible to export to another database,
more on that later
Destination
Destination Options
This is just a review of the Options chosen for each App
Destination Options
Migration Summary
This is a Review of All the Options Chosen for All Apps
Migration Summary
Click “OK” or “Launch Migration Status Report”
Status Report will show “In Progress” while export is running
Click “Refresh” until job shows “Completed”
Launch Migration
Where did the Export go?
Under Application Groups - File System ODTUG_2010_Essbase ODTUG_2010_SS ODTUG_2010_Planning ODTUG_2010_Reports
On the Shared Services / Foundation Server E:\Hyperion\Common\import_export directory Under the UserID you performed the export as Under the folder we used in the export
LCM Export
Restoring Full Environment
Copy the physical files to the Target environment On the Shared Services / Foundation Server
E:\Hyperion\Common\import_export directory Under the UserID you want to Restore under
Can Create this if it Does Not Exist Copy the exported folder intact
Login to SS using the same UserID which the files were copied under in the files system
Under “Application Groups”, open “File System”
Move Files
The Import Order is Crucial
Create “stub” databases Applications are not created by LCM Planning Application must exist
Multiple Plan Types, must be in the same order Identical Start Year, Currency, Base Time Period Standard Dimension Names must match Source
Load Shared Services Security Essbase Servername is often different than Source
Must modify the files to reflect this difference
Load Essbase Global Substitution Variables “All Apps” – “All DBs”
Import Order
The Import Order is Crucial (Con’t)
Restore Planning HspUDF attribute requires Essbase Outline restore Some Pre-requisites are loaded later, Try Again Error listing only lists what did not load
Restore Essbase Databases Existing Essbase migration tools work better
Restore Reports
Import Order (Con’t)
HFM Migration
Documents (including Folders) Grids, Forms, TaskLists, Custom Documents
System Reports
MetaData (Classic or EPMA)
Rules (Classic or Calc Mgr)
Security
Journal Templates & Groups
Does Not Migrate Data or Journal Entries
HFM Migration
HFM Specific Items
HFM Destination Options
HFM Options
Can Migrate the Dimensions Housed in EPMA
Accessed via Foundation Application Group
LCM can load artifacts
Use Application Library to Deploy Changes
May use EPMA File Generator utility Create .ads files to export dimensions Can Import dimensions from .ads files
LCM - EPMA
LCM – EPMA (Con’t)
Scripting the Backup
Migration Definition
Click Save Migration Definition
Choose Save Select a Location Click Save
Migration Definition
When Download is Complete Click Close
Open the MigrationDefinition File Goto the Shared Services Line Find User=“” Password=“”
Migration Definition (Con’t)
Enter the LCMAdmin UserID and password The password will be encrypted after the first time it is used
The job is run using “Utility.bat” under the LCM directory E:\Hyperion\common\utilities\LCM\9.5.0.0\bin\Utility.bat
Call Utility.bat MigrationDefinition.xml > LCMMigration.Log
Migration Definition (Con’t)
The exports go to the same place
On the Shared Services / Foundation Server E:\Hyperion\Common\import_export directory Under the UserID you performed the export as Under the folder used in the export
You will want to remove these folders before running the script again. LCM does not overwrite export folders
Planning - Exports
TRICKS AND HACKS
Copy a Planning App in the Same Environment
Prepare a “Destination” Stub Planning App Perform an LCM backup
Select All members (Including Security?) Same Source Options …
At Destination, instead of File, Choose the Stub Planning App
Planning Copy
Removing an Unwanted Dimension (Planning) A dimension was added by “accident” and needs to be removed
Backup the current environment using LCM Delete the Current Planning App Recreate the Current Planning Base Application When restoring from LCM do not restore that dimension
Delete a Dimension
Rename a Plan Type (Planning) It is decided a Plan Type should have a different name
Backup the current environment using LCM Delete the Current Planning App Recreate the Current Planning Base Application
Locate the LCM Export Make a Copy of the Files Modify the files to reflect the desired change
Rename a Plan Type
Go to the “Plan Type” directory under the resource structure
Change the “Old_Name” directory to be “New_Name”
Rename a Plan Type (Con’t)
Locate the LCM Export
Modify the listing.xml file Replace “Plan Type/Old_Name” with “Plan Type/New_Name”
Rename a Plan Type (Con’t)
Restore a Single Business Rule
After backing everything up you can restore one or many items
You can move a single form from Dev to Prod using LCM
You can restore a form from backup using LCM Provided your backup includes an LCM export
Restore a Single Artifact
When migrating EPMA HFM application, if the source and target names are different:
Change the name within listing.xml Change the subdirectory name
EPMA Migration
Philip DuPre’Philip DuPre’[email protected]@ranzal.com
Questions
LifeCycle ManagementLifeCycle Management
June 27, 2010June 27, 2010
Philip DuPre’, Project LeadPhilip DuPre’, Project LeadRanzal & AssociatesRanzal & Associates