Can you save time using the FDM to FDMEE migration utility?

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Future Webinars
 We have a large amount of webinar /
training content available related to :
 Essbase
 FDMEE and Jython
 OBIEE
 HFM
 DRM
 If you’d like to receive a notification
when we schedule webinars, please
notify bash@epmclarity.com.

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Introductions
 Bernard Ash - EPMClarity.com
 EPM Gurus – 15+ years and counting
 123Olap.com – premier Hyperion training provider:
 Rudy Zucca, Eric Eriksen, Matthias Wohlen
 Experienced and renowned consultants, NOT just
trainers.
 Konvergence.com
 With Essbase or Without. EPM and Beyond.
 Cloud or On-Prem.
 Come find out about the “Save Essbase!”
revolution.

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FDM to FDMEE Migration Utility

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What will we cover?
 What version of the utility should I use? As
of July 1, the latest version is 1.1.
 When is it a good idea to use the
Migration Utility? Can it really save time?
 What will it migrate?
 What will it NOT migrate?
 Mapping considerations
 Does it work on SQL server installations?
 Do I have to know ODI to use it?
 Migrate more than one FDM Classic
application.

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Is it a Good Idea?
 When is it a good idea to use the
Migration Utility?
 Can it really save time?
 What will it migrate?
- The migration utility is almost always faster than doing
a migration (rewrite) and always less error-prone.
- How many of each class of artifacts do you have ?
Locations, Import Formats, Rules, Validation Entities,
Check Rules, Sources, Targets, etc.
- The migration utility will bring all these artifacts over
for you. For large implementations, it could take 6
months or more to move over all the requisite
artifacts which is tedious and very error-prone.

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What will it migrate?
- Create the integration with the Target
- Period and Category Mappings
- Locations
- Import Formats
- Validation Entities and Validation Rules
- Logic Groups
- Mapping
- Data
- Data Load Rules
- Integration Options

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What will it NOT migrate?
 User Security
 Object Security
 Scripts of all kinds, including those in
check reports.
 Custom Reports
 Control Group Locations
 Task Flows
 Certifications & Assessments

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Do we have to convert to Jython?
 You will have to convert VBScript to
Jython manually. No, there is currently
no wizard for this.
 Technically, this is how it is supposed to
work in FDMEE 11.1.2.4 (see table below):
Jython VBScript
Import Jython ONLY
NOT
SUPPORTED
Mapping Jython & SQL
NOT
SUPPORTED
Event Supported Supported
Custom Supported Supported

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Conversion to Jython -All or Nothing.
 You want to convert to Jython b/c :
 You will spend more time trying to use poorly documented
VBScript syntax in FDMEE than you would just writing the Jython. It
is a different object model in FDMEE than it was in FDM.
 Most if not all docs and forums for FDMEE are in Jython, NOT
VBScript.
 Very few if any people are doing anything in VBScript in FDMEE
 For maintenance, you don’t want you administrators (or
consultants) to have to support more than one standard.
 VBScript is old technology

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Documentation
Oracle:
http://docs.oracle.com/cd/E57185_01/e
pm.1112/fdm_migration.pdf
Pay close attention to the concept of source and
target and note that FDMC stands for FDM
Classic

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Mapping Considerations
1. Compared to FDM Classic, the Multi Dimension
mapping type handles the most common reason
to use mapping scripts and is more efficient. This
can elminate the need for existing FDM Scripts.
2. Multi-star mappings not supported in FDMEE. For
example - *.*
3. •Mapping scripts can be in SQL or Jython. Since
Jython runs one row at a time, SQL is much better
for performance.

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Prerequisites
 SQL Server - Not by any means a
showstopper but this utility works with
less troubleshooting if your FDM and
FDMEE repositories were and are in
Oracle
 ODI – Yes, it helps to know ODI but it’s
not a showstopper if you aren’t an ODI
expert.

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Migrating from Multiple Applications
 Duplicate names
FDMEE does not allow duplicate names for key artifacts. In the
case you have multiple FDM applications (which could use the
same name for an artifact), the migration utility lets you add a
prefix to FDM artifacts. This way, you will avoid duplication
issues during migration and it’s easier to keep track of where
each migrated artifact came from.
 For example, if you have two FDM applications both
having a location called “US_West”, you can use a
prefix which create in FDMEE two artifacts: one
named ”Prefix1_US_West” and the other
“Prefix2_US_West”.

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Delimiters – watch out
 File delimiters
FDMEE just supports comma (,), pipe (|),
exclamation (!), colon (:), semi-colon (;) and tab.
Any other delimiter used in legacy FDM will be
converted to comma (,).
Watch out! this change will force modifications in
source files as well.

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Let’s Do the Migration
 And when we’re done with the
migration, let’s do a little Jython
scripting in Eclipse.

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Migration Utility Steps
1. Install ODI Studio
a) You need a 32 bit JDK
b) Download ODI client installer –
ODI Studio 11.1.1.7- don't try to install ODI Studio from EPM installer, it fails. I still keep the
full ODI 11.1.1.7 installer. I think Oracle just keeps last 11g release which is 11.1.1.9. If
you don't have the original installer files, I would suggest you raise a SR with oracle
so they can provide you with the links to download it.
c) Need Master and Work Repository connection information – contact DBA. This should
already be set up if you have FDMEE installed b/c FDMEE uses ODI under the covers.
2. Install Migration Utility Scenarios into ODI client (see details on next
slide)
3. Have legacy FDM repository copied into new world (not required but
easier)
4. Configure Topology for Source (legacy) and Target (new FDMEE
repository)
5. Run Migration Utility Scenarios
6. Check logs in Operator

18. www.123olap.com
Introductions
 Bernard Ash - EPMClarity.com
 EPM Gurus – 15+ years and counting
 123Olap.com – premier Hyperion training provider:
 Rudy Zucca, Eric Eriksen, Matthias Wohlen
 Experienced and renowned consultants, NOT just
trainers.
 Konvergence.com
 With Essbase or Without. EPM and Beyond.
 Cloud or On-Prem.
 Come find out about the “Save Essbase!”
revolution.

19. www.123olap.com