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Exporting Shared Services Data from the Earlier Release

To use data from the earlier release of Shared Services, you export the data using a utility, and then copy the resulting file to the machine hosting the new installation. During configuration, EPM System Configurator extracts the necessary data for use in the current release. Note: The database, Shared Services, and OpenLDAP must be running before you perform this procedure. Note: Before you migrate Shared Services data, ensure that the admin user is provisioned for the Essbase Server. You can remove this provisioning after the upgrade is complete. To export Shared Services data from the earlier release: 1) Download files for Release 11.1.2.1 and extract the contents of the System Installer ZIP file. 2) In the SystemInstallerExtractLocation/Migration directory, look for HSSMigrate.zip and extract the contents to the HYPERION_HOME directory on the machine hosting the earlier release of Shared Services. 3) From a command line, run the following script from the HYPERION_HOME/Migrate directory: hssmigrate.bat|sh. The utility searches for Shared Services configuration files and prompts you for confirmation. 4) At the prompt, review the location from which the utility will extract Shared Services configuration files. If the path is correct, press Enter. If the path is not correct, enter 2, specify the correct path, and then press Enter. Tip: The path you enter should be the path for the CSS.xml, Domain.xml, and WorkflowEngine.properties files, for example: HYPERION_HOME/AppServer/InstalledApps/WebServerName/WebServerVersion. The utility creates a file, hssmigratedata.zip, in HYPERION_HOME/migrate, that stores the Shared Services data. Tip: If the utility reports errors, review the logs in HYPERION_HOME/migrate/logs, correct any errors, and then rerun the utility to generate a new ZIP file that replaces the existing file.

5) Copy hssmigratedata.zip from HYPERION_HOME/migrate to the machine on which you plan to host the
new release of Shared Services, or make the file available on a shared drive. (If you are installing on the same machine, make sure the location is outside of HYPERION_HOME.) You specify the location during configuration. 6) In a distributed installation, for some products, if products will be installed on a machine or machines other than the machine hosting Shared Services, copy hssmigratedata.zip to each machine and unzip the contents to the MIDDLEWARE_HOME directory. This step is required for Essbase Studio, Web Analysis, Administration Services if you are also using Business Rules, and Performance Scorecard. Create the MIDDLEWARE_HOME directory if it does not exist. You must specify this MIDDLEWARE_HOME during installation. Tip: If you do not want to create the MIDDLEWARE_HOME directory in advance, you can create a temporary folder to store these files. After installation, unzip hssmigratedata.zip to the MIDDLEWARE_HOME created by EPM System Installer.

Copying Files for Temporary Use During Configuration


If you are upgrading Provider Services, Administration Services, or Planning, some files from the earlier release of EPM System are required during configuration of the new release. You must make the files available on a shared drive or copy them from the earlier release installation to the machine hosting the new installation for use during configuration with EPM System Configurator. During configuration with EPM System Configurator, this data is moved to the Shared Services Registry and the files are no longer used. To copy the files required for configuration: 1) On the machine hosting the new release installation, prepare a temporary location to store files from the earlier release. During configuration, you specify the location of these files. 2) Copy the following files from the earlier release installation to the directory that you just created:
Product
Provider Services

File To Replicate
1) essbase.properties, located in: HYPERION_HOME/products/Essbase/aps/bin 2) datasources.xml, located in: HYPERION_HOME/products/Essbase/aps/bin 3) domain.db located in: HYPERION_HOME/products/Essbase/aps/data 4) Smart slice definitions located in: HYPERION_HOME/products/Essbase/aps/data/cubeviews. Copy the entire cubeviews directory structure. Copy the entire storage directory structure located at: HYPERION_HOME/products/Essbase/eas/storage.

EAS and BR

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