Migrating Business Rules and Business Rules' Security to 11.1.2.2


Migrating BRs and BRs' Security to 11.1.2.2:



As we are aware that, 11.1.2.2 no longer supports Business Rules as calculation module. If we are using BRs as calculation module in your current version, then How do we achieve this ? How do we migrate rules and more importantly the security from previous version to 11.1.2.2 ?
Here is an example where we will be migrating rules and security from 11.1.1.3 to 11.1.2.2. Few consideration before we start:

1. Ensure that user directories and native users with the same SID are available when you upgrade Shared Services, since the security migration is done on the basis of SID, if SIDs are not in sync then the security won't be migrated successfully,
2. If the HSS upgrade process is followed as documented then the SIDs will be in sync.
3. Ensure that the Planning applications are upgraded to the current release and are available in Calculation Manager under SYSTEM View,



Exporting of rules is fairly straight forward, take the export of rules from EAS, make sure for calc manager is checked while taking export and import them to 11.1.2.2, or follow the process documented in the oracle documentation


Now for migrating security: Say we have two rule in 11.1.1.3 EAS and we want to migrate these rules along with security to version 11.1.2.2: 




Three users have "validate or launch" privilege for both of these rules: 


The first step will be exporting rules from 11.1.1.3, we can right click on Business rule node in EAS console and export rules: 



Be sure not to check the For Calc Manager option, Click on dependents and save the file with the name "HBRrules"



Open the exported file to make sure that it contains the security information, 



Note: When you export for calc manger the generate .xml doesn't have the security information. 

Save this .xml at MIDDLEWAREHOME\EPMData\Planning folder at the destination server: 



If you log into Planning application and check for security in rules ( of course  assuming At this stage that the rules have been migrated and deployed to the planning application ): 



Let's run HBRMigrateSecurityUtility to migrate the security



Once this utility is sucessfully completed you will find the security for the rules in planning web: 



Upon successful execution of this utility , take a look at the output .xml file (/F:HBRExportedSecurity.xml), in this case the output file looks something like this: 




To check if the SID are same in both version, you can have a LCM export of security from both versions, both the format of internal_id is a bit different but you can still check: Ex: Here I have compared the user.csv files from both environments which can be found in the LCM export: 


Here are the ID for test1 user in: 

11.1.1.3 is: 0d84e1e9e897e0a5:-60e01a52:130af31e04c:4009 

11.1.2.2 is: native://DN=cn=0d84e1e9e897e0a5:-60e01a52:130af31e04c:4009,ou=People,dc=css,dc=hyperion,dc=com?USER 



For more information on HBRMigrateSecurity.cmd utility: http://docs.oracle.com/cd/E17236_01/epm.1112/hp_admin_11122/ch03s14.html 



Rules Re-migration

Issue: The rules for a repository have already been migrated, and you need to migrate them again. 

To remigrate all objects for all applications, delete the entire HSPSYS_HBR2CMGRMIGINFO table. 

Caution! Any modifications made in Oracle Hyperion Calculation Manager will be lost. 



To preserve any modifications to other objects, 

delete from the table only the rows for objects that you need to remigrate. 

Object type IDs: 

1 - Rules 

2 - Sequences 

3 - Variables 

5 - Macro 

17 - Shortcuts 


When deleting OBJECTTYPEID= 1 (for rules), also delete OBJECTTYPEID= 17 (for shortcuts).

Cheers..!!! 

Comments

  1. Thank you so much Rahul... fantastic job in this subject.

    ReplyDelete
  2. Simply the best. Thank you so much :-)

    ReplyDelete

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