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:
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..!!!
Thank you so much Rahul... fantastic job in this subject.
ReplyDeleteSimply the best. Thank you so much :-)
ReplyDelete