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Overview
This tutorial covers upgrading prior versions of Financial Management applications to version 9.3.1. After installing Financial Management 9.3.1, if you want to use applications from prior releases you must upgrade the applications by using the HFM Schema Upgrade utility. If you are using Enterprise Performance Management Architect, you then upgrade the converted applications in Performance Management Architect.
Your company has upgraded Financial Management to version 9.3.1, and they want to continue to use its existing applications, which were built in version 9.2.0.3. You are to upgrade the applications to the current version. Your company uses Performance Management Architect to manage its applications, so the applications must be upgraded in Performance Management Architect as well.
Upgrading Applications by Using the Schema Upgrade Utility
The Schema Upgrade utility is installed in the Server directory when you install Financial Management, and it runs on the application server. It converts any database table that does not meet the current release specifications. This process accounts for changes in metadata, data types, and other changes that optimize or enhance Financial Management. It also migrates security users and their roles from the prior release to Shared Services.
When you run the utility, based on your settings, the Schema Upgrade utility sequentially upgrades one application at a time. If it is determined that security needs to be migrated, the migration utility is launched on the first instance and used for subsequent applications. It converts the tables and migrates the users from your Financial Management application to Shared Services for all applications.
When you use the Schema Upgrade utility, all applications for the current database are upgraded, and the upgrading options apply to all applications. You cannot upgrade only one application.
1.
Navigate to the Financial Management installation directory and locate the Server directory.
2.
Double-click HFM Schema Upgrade.exe.
The Schema Upgrade Utility is launched in a new window.
3.
In the Schema Upgrade Utility window, click Connect.
A list of applications available to be upgraded is displayed.
4.
Under Error Handling, select an option:
Halt On Any Error halts the upgrade process when any error occurs so that you can view it immediately.
Ignore Errors And Continue ignores errors during the upgrade process so that you can view them later.
5.
Under Logging Options, perform the following actions:
Select a logging option:
Truncate Existing Log On Startup clears the error log when you start the upgrade process.
Backup Existing Log saves the error log when you start the upgrade process.
In the Log File Name box, enter an upgrade error log name in a directory of your choosing.
6.
Click Upgrade.
7.
Review the system warning that all applications will be converted, and click Yes to continue.
8.
In the User Migration dialog box, enter the following information to provision the application, and click OK:
In the User Management URL box, enter the URL that you use for Shared Services. For example, http://<Shared Services server>:58080/interop.
In the User Management Project box, enter the name of the project that you created.
In the Financial Management Web Server URL for Security Administration box, enter the name of the Financial Management Web server.
In the Administrator Login box, enter the domain, user name, and password of a Shared Services administrator.
9.
When the upgrade process is completed, click OK.
10.
Optional: To view the error log after upgrading, click View Log.
11.
Review the error log and click X to close the log.
Upgrading Applications in Enterprise Performance Management Architect
If you are using Performance Management Architect, after you convert applications by using the Schema Upgrade utility, you run the Application Upgrade for Performance Management Architect.
Note:
If you are not using Performance Management Architect, you work with applications by using Classic Application Administration. If you upgrade an application created in Classic Application Administration to Performance Management Architect, you cannot work with that application in Classic Application Administration.
1.
Log on to Workspace with user name trnadmin and password hyperion.
2.
Select Navigate > Administer > Application Upgrade.
3.
Review the Welcome screen, and click Next.
4.
Review the Upgrade Summary information, and click Next.
The Upgrade Summary page displays the applications to which the user has access. (This information is provided from the Shared Services server. If an application cannot be upgraded, an explanation is provided.)
5.
On the Application Selection page, select the applications that you want to upgrade, click to add them to the Application to Upgrade list, and click Next.
6.
Review the summary of applications to upgrade and click Next to execute the upgrade.
7.
Click Finish to view the upgrade process in the Job Console.
8.
Review the Application Upgrade task in the Job Console, and verify that it was completed successfully.
9.
Select Navigate > Administer > Application Library.
10.
Confirm that the upgraded application is displayed in Performance Management Architect.
11.
Select Navigate > Administer > Dimension Library.
12.
Confirm that the dimensions for the upgraded application were added to Performance Management Architect.
13.
Select Navigate > Applications > Consolidation > APEX to open the application.
14.
Confirm that the application was opened successfully in Performance Management Architect.
Bookmark
to add them to the Application to Upgrade list, and click Next.
