Backup Strategies:

Steps for Backup of Hyperion Planning Applciation:

This process of Backup planning application is carried out in 5 main steps as given below…

 Export/Import of the application schema from DB server.

 Export/Import of Business Rules.
 Exporting Data from source application and importing in target application.
 Export/Import Shared Services Security and provisioning
 Export/Import of BI+ Reports

Source Server Side:

I.Export source planning application schema (appName.dmp):

Run the utility “EXP“ present in the path “C:\oracle\product\10.1.0\db_1\BIN” and login with the user
name of the schema used. Select “Entire database” and the “Filename“.

II.Export/Import of Business Rules:

NOTE:Before importing Busingess Rules update BR.xml file with correct target server name, port and
project name details

The process of Business Rule migration involves exporting “Variables”, “Macros”,“Sequences” and
“Business Rules”, “Projects” together in the same order from source server and Importing on to the
target server. Here basically we are exporting the above-mentioned objects in the XML format and
importing.

Source Server Side:

a.Login into AAS console and from the navigation panel right click on the “Business Rules” and select
“Export Business Rules” option.

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 b.From the “Export Business Rules” window select the “Variables” tab and select the all variables and
click on the “Export” button, this action will prompt for filename and location for storing this XML
file. Provide the file name and location to save this XML file.

c. Repeat the above steps for Macros and Sequences if you have any, finally select Business Rules and
Projects togather and export so that the association of Business Rules with Projects will take place.
d.Finally export these XML files to the Target server location.

III.Exporting Data from source application and importing in target application:

Exporting Data from Source:

1.Export all data from source app/db in txt format from AAS in .txt format
a. Login into AAS console:
b. In the Navigation Panel drill down till application and right click on the database and
select the option “Export”.
c. In the “Export Database” pop-up window enter the file name and select “All Data” option
click “OK”
d. Perform the same steps for all other databases in the application.

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 2.Backup of application folder

From the Hyperion _HOME path go to essbase server and go to the app folder take the back up of the
folder which is named in your application name.

3.Backup of Business Rule

From EAS console, click on the Business rule and click on export option. Check all the business rule
you want to take backup also click on the tab variables and sequence tab and click on export option

IV. Export/Import Shared Services Users and provisioning:

This step is performed using Shared Services Import/Export command line utility to import, export and
validation user provisioning data in the native OpenLDAP directory, performs this process.

Source Server side:

1. Login into Source Shared Services server machine.

2. Browse to the following directory
HYPERION_HOME/common/utilities/CSSImportExportUtility
Unzip “cssimportexport.zip”on the same location and this will create a new directory
“importexport”.

3. Browse to importexport/Samples directory and copy “importexport.properties” file to

“importexport” directory

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 3.Opentheimportexport.propertiesfilefromthelocation
HYPERION_HOME/common/utilities/CSSImportExportUtility/importexport directory
And update the following lines which are highlighted.

Also update the highlighted line under “EXPORT OPERATIONS”

Save the changes in the above file and run the CSSExport.bat with parameter as importexport.properties
filename from the command line.

This will generate an XML file on the location mentioned in the importexport.properties file, transfer
that file to the target server.

V. Export/Import of BI+ Reports:

The process of exporting and importing BI+ reports is very simple task; this does not involve security
and provisioning migration. The security and provisioning for reports is performed manually once the
reports are imported on the target. The database connection for these reports has to be created or can be
created during import process.
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Source Server Side:

1. Login into Source Workspace URL and go to Navigate -> Explore page.
2. Select on File -> Export option

3. The above step will pop-up “Select Financial Documents to Export” window, from this window
select the reports you wanted to export and click OK button. This action will pop-up “File
Download” window to save the Reports to the local disk, click “Save” on this window and Save
the reports as ZIP or DES format

Note: Save as ZIP if you have more than one report, for single report save as ReportName.dec

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