Backing Up Oracle® Hyperion Financial Management Classic Applications


Purpose


This tutorial covers backing up Financial Management classic applications by extracting and saving the application files.

Time to Complete


Approximately 1 hour.

Topics


This tutorial covers the following topics:

 Overview
 Scenario
 Prerequisites
 Extracting and Saving Security Files
 Extracting and Saving Metadata Files
 Extracting and Saving Member Lists files
 Extracting and Saving Rules Files
 Extracting and Saving Data Files
 Extracting and Saving Journals Files
 Backing Up Additional Financial Management Classic Application Files
 Summary
 Related information

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Overview


Oracle recommends that you periodically back up your Financial Management classic applications by extracting and saving your application files to a backup location. In this tutorial, you extract and save your application files, and then you back up the additional Financial Management files that make up your application.

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Scenario


As an administrator, you have been charged with backing up a Financial Management classic application prior to a version upgrade.

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Prerequisites


Before starting this tutorial, you should:

1.

Have access to all Financial Management application files.

2.

Have a backup location with adequate space for your application files.

3.Have created a Financial Management classic application. (Training application is used in the tutorial.)

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Extracting and Saving Security Files


After extracting application security files, you save the files in a format that supports MBCS. Application security files use the SEC file extension. You can view and modify the extracted application security files in a text editor.

In this topic, you extract and save application security files by using the web client.

1.

On your desktop, double-click the Workspace icon. Log on to Workspace by entering trnadmin as the username and hyperion as the password, and clicking Log On.

 

 

2.

From Workspace, select Navigate > Applications > Consolidation > TRAINING to open your Financial Management classic application.

 

 

3.

In Browser View, expand Tasks, and select Extract Tasks.


4.

From Extract Tasks, select Extract Security, and in the Extract Security area, select the sections to extract.

 

5.

In the Delimiter Character text box, enter the character used to separate information in the file and click Extract.

The following characters are valid: , ~ @ # $ % ^ & | : ; ? \

Note: You can use only a character that is not used in the file name or in any other way in the file. For example, if you use the comma in an entity description, you cannot use the comma as the delimiter.

 

6.

In the download instructions list, click the Click here to download link.

 

7.

Click Save to save the file to a backup location.

 

8.

In the Save in list, navigate to the backup location. In the "Save as Type" list, select All Files and click Save.

 

9.

Navigate to your backup location and verify that the .SEC extract file was saved.

 

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Extracting and Saving Metadata Files


After extracting metadata files, you save the files as an XML or APP file and specify the file name and location. You can view and modify extracted metadata files in Metadata Manager. After modifying the metadata file, you must load it into the application for the changes to take effect.

You cannot extract members of system-defined dimensions, such as the Value dimension. In addition, you cannot extract members of dimensions that are defined in application profiles, such as Year and Period.

In this topic, you extract and save application metadata files by using the web client.

1.

From Extract Tasks, select Extract Metadata.

 

2.

In the Delimiter Character text box, enter the character to be used to separate the metadata in the file.

The following characters are valid: , ~ @ # $ % ^ | : ; ? \

Enter delimiter characters only for ASCII files with the APP file extension. Do not enter delimiter characters for XML files.

Note: You can enter only a character that is not used in the file name or in any other way in the file. For example, if you use the comma in an entity description, you cannot use the comma as the delimiter.


 

3.

Select the Financial Management Application Format checkbox to extract the file in APP format. Clear the Financial Management Application Format checkbox to extract the file in XML format.

 

4.

Select the types of metadata to extract and click Extract.

Note: Click the Select All  or De-Select All  button to quickly select or clear all metadata types.

 

5.

In the Download Instructions, click the Click here to download link.

 

6.

Click Save.

 

7.

Browse to your backup location. In the "Save as type" list, select All Files and click Save.

 

8.

Navigate to your backup location and verify that the APP extract file was saved.

 

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Extracting and Saving Member Lists Files


After extracting member lists files, you save the files to an ASCII file that supports MBCS. Member list files use the LST file extension. You can view and modify the extracted member list files in a text editor.

In this topic, you extract and save application member lists by using the web client.

1.

From Extract Tasks, select Extract Member Lists.

 

2.

In the Download Instructions list, click the Click here to download link.


 

3.

Click Save.

 

4.

Browse to your backup location. In the "Save as type" list, select All Files and click Save.

 

5.

Navigate to your backup location and verify that the LST extract file was saved.

 

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Extracting and Saving Rules Files


After extracting rules files, you save the files to an ASCII format that supports MBCS. Rules files use the XML file extension. You can view and modify the extracted rules files in a text editor.

In this topic, you extract and save application rules files using the web client.

1.

From Extract Tasks, select Extract Rules.

 

2.

In the Download Instructions list, click the Click here to download link.


 

3.

Click Save.


 

4.

Browse to your backup location. In the "Save as type" list, select All Files and click Save.


 

5.

Navigate to your backup location and verify that the XML extract file was saved.


 

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Extracting and Saving Data Files


You can extract base-level input data files and some calculated data files from an application. After extracting data files, you save the files to an ASCII file format that supports multibyte character sets (MBCS). By default, data files use the DAT file extension. You can view and modify the extracted data files in a text editor.

When you extract data files, you must specify a member for the Scenario and Year dimensions. You can specify one or more members for the Period, Entity, and Account dimensions.

In this topic, you extract and save application data files by using the web client.

1.

From Extract Tasks, select Extract Data.


 

2.

Select a data view to extract:


 

3.

Click a Dimension Member to select members to extract.


 

4.

Click Next to select other dimension members. Click OK when you have specified all dimension members.


 

5.

a. Select Extract Calculated Data to extract calculated data.

b. Optional: Select Extract Process Management Data to extract process management data.


 

6.

Click Extract.


 

7.

In the Download Instructions list, click the Click here to download link.


 

8.

Click Save.


 

9.

Browse to your backup location. In the "Save as type" list, select All Files and click Save.


 

10.

Navigate to your backup location and verify that the DAT extract file was saved.


 

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Extracting and Saving Journals Files


You can extract journals, recurring journals, and journal templates from an application. You can select the scenario, year, period, entity, and value dimensions from which to extract journals. You can also select the journal status, journal type, and journal balance type to extract.

After extracting journal files, you save the files to an ASCII file format that supports MBCS. Journal files use the JLF file extension. You can view and modify the extracted journal files in a text editor.

In this topic, you extract and save application journal files using the web client.

1.

From Extract Tasks, select Extract Journals.


 

2.

Select items to extract:

If you choose to extract Journals, you must specify a Scenario, Year, and one or more Periods from which to extract the journals.


 

3.

Click a Dimension Member to select members to extract.


 

4.

Click Next to select other dimension members. Click OK when you have specified all dimension members.

If you do not select members for the Period, Entity, and Value dimensions, all members of the dimension are extracted. However, if you select members, the system displays a plus sign ( + ) next to the dimension to indicate multiple selections.


 

5.

Enter the Label and Group for the journals to extract.


 

6.

Select the check box next to each journal status, journal type, and journal balance type to extract.


 

7.

In the Delimiter Character box, enter the character used to separate the journals data in the file, and click Extract.

The following characters are valid: , ~ @ # $ % & ^ | : ; ? \

Note: You can use only a character that is not used in the file name or in any other way in the file. For example, if you use the comma in an entity description, you cannot use the comma as the delimiter.


 

8.

In the Download Instructions list, click the Click here to download link.


 

9.

Click Save.


 

10.

Browse to your backup location. In the "Save as type" list, select All Files and click Save.


 

11.

Navigate to your backup location and verify that the JLFextract file was saved.


 

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Backing Up Additional Financial Management Classic Application Files


In addition to extracting the application files above, you must extract and back up additional Financial Management Classic Application files by copying them to a backup location.

In this topic, you extract and back up additional application files by copying them to a backup location.

1.

Select Administration > Manage Documents.

The Manage Documents page is displayed.

2.

Select the All tab.

All documents are displayed.


 

3.

Select the documents that you want to extract, and click Extract.

Extracted documents are displayed.


 

4.

Click the document that you want to extract.


 

5.

Click OK.

The File Download page is displayed.

 

6.

Click Save.


 

7.

Browse to your backup location. In the "Save as type" list, select All Files and click Save.

 

8.

Click Cancel.

The Extracted Documents page is displayed.

 

9.

Repeat steps 4 through 8 to extract the remaining documents.

 

10.

Navigate to your backup location and verify that all files were saved.

You have successfully backed up a Financial Management classic application.


 

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Summary


In this tutorial, you learned how to:

 Extract and save security files
 Extract and save metadata files
 Extract and save member lists files
 Extract and save rules files
 Extract and save data files
 Extract and save journals files
 Back up additional Financial Management application files

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Related Information


To learn more about Financial Management, refer to additional OBEs.

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