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Overview
Oracle recommends that you periodically back up your Financial Management 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.
After extracting application security files, you save the files in a format that supports multibyte character sets (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, enter trnadmin as the user name and hyperion as the password, and click Log On.
2.
In Workspace, select Navigate > Applications > Consolidation > APEX to open your Financial Management application.
3.
In Browser View, expand Tasks, and select Extract Tasks.
4.
Under Extract Security, select the sections to extract.
5.
In the Delimiter Character 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, click the Click here to download link.
7.
Click Save to save the file to a backup location.
8.
Browse to your 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.
You can extract metadata files only from a classic application. 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. You also 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.
In Workspace, select Navigate > Applications > Consolidation > APEX to open your classic Financial Management application.
2.
In Browser View, expand Tasks, and select Extract Tasks.
3.
From Extract Tasks, select Extract Metadata.
4.
In the Delimiter Character box, enter the character to be used to separate the metadata in the file.
The following characters are valid: , ~ @ # $ % ^ | : ; ? \
You enter delimiter characters only for ASCII files with the APP file extension. You 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.
5.
Perform one of the following actions:
Select the HFM Application Format check box to extract the file in APP format.
Clear the HFM Application Format check box to extract the file in XML format.
6.
Select the types of metadata to extract and click Extract.
Note: Use the Select All and De-Select All buttons to quickly select or clear all metadata types.
7.
In the download instructions, 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 APP extract file was saved.
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, 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.
After extracting rules files, you save the files to an ASCII format that supports MBCS. Rules files use the RLE 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 by using the Web client.
1.
From Extract Tasks, select Extract Rules.
2.
In the download instructions, 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 RLE extract file was saved.
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 MBCS. By default, data files use the DAT file extension. You can view and modify the extracted data files in a text editor.
When extracting 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 after you specify all dimension members.
5.
Select Extract Calculated Data to extract calculated data.
6.
Click Extract.
7.
In the download instructions, 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.
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 by 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 after you specify 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, 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 JLF extract file was saved.
Backing Up Additional Financial Management Application Files
In addition to extracting the application files, you must back up additional Financial Management application files by copying them to a backup location.
1.
Copy all Data Explorer grid files (*.HDE) by selecting the files and pressing Ctrl+C.
2.
Navigate to your backup directory, and press Ctrl+V to paste the Data Explorer grid files.
3.
Select all Web data grid files (*.XML), and press Ctrl+C.
4.
Navigate to your backup directory, and press Ctrl+V to paste the Web data grid files.
5.
Select all Web data entry form files (*.WDF or *.GRD) and press Ctrl+C.
6.
Navigate to your backup directory, and press Ctrl+V to paste the Web data entry form files.
7.
Select all system report files (*.RPT, *.XML, or *.HTML) and press Ctrl+C.
8.
Navigate to your backup directory, and press Ctrl+V to paste the system report files.
You have successfully backed up a Financial Management application.
Bookmark
and De-Select All 
buttons to quickly select or clear all metadata types.
