Friday, May 29, 2009

HFM & FDM Migration

Create a folder just for this move, save all files here.
Open HFM Client (desktop software) if you have BPMA none of this applies.
Connect to DEV app.Extract Security.Extract Metadata.
Extract Member Lists.
Extract Rules.
Extract Data (one file per combo of Year and Scenario).
Extract Journals (same as data).
Find Application Profile used to create DEV.
Click Create Application, fill in info, use above profile.
Load security.
Load metadata.
Load rules.
Load data.
Load journals.
Go into app, register with shared services.consolidate each year-scenario.Migrate reports.
Go into DEV app.Extract each document.Load each document into Prod.

OR
HFMCopyApplication.exe utility (located in the HFM \Server folder.
You should be able to use this to copy from one server/database to another.

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For FDM Open DEV app in webFile > ExportSave .xml file to folder
Connect to Prod serverOnce app is created, File > Import

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