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Migrating to Enterprise Performance Management (EPM) Cloud from Hyperion Financial Management (HFM)

Tanya Heise
Sr Principal Technical Support Engineer

Thank you to the Oracle Development team for their detailed presentation on this topic.

Hyperion Financial Management Migration to EPM Cloud - provides the methodology and tools to migrate the application.

Utility to automate application build
Moves all artifacts using Lifecycle Management
Respects capabilities and validations of EPM Cloud
Works with the latest monthly release
- Updates to tool as metadata changes each month
Persists all mappings
11.1.2.3 and 11.1.2.4 HFM applications are supported
- Process can only be run once per target application

Review the presentation for more information on the migration steps for:

Metadata
- Use the migration tool to parse HFM metadata and map to EPM Cloud metadata.
- Validate and create application
Application Data
- Option 1: Migrate data using Data Management on Cloud
- Option 2: Manual
Business Rules
- Cloud and On-Premises handle business rules differently
- Evaluate the Rules file and map which elements are handled by the system on the cloud and which require scripting
Grids and Forms
Journals
Reporting
Task Lists
Task Flows
Security
Member Lists
Intercompany Transactions

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