EPM Workspace and Shared Services

Oracle Hyperion Enterprise Performance Management Workspace and Oracle Hyperion Shared Services share a file system and database.

Note:

You must synchronize Shared Services backups with product backups to preserve provisioning data.

Backing Up the File System

To back up the file system for EPM Workspace and Shared Services:

  1. Copy these folders to a storage device or another network location after you install or reconfigure EPM Workspace.

    • EPM_ORACLE_INSTANCE

    • MIDDLEWARE_HOME/user_projects/domains/domain name

    Note:

    This is a one-time backup of all Oracle Enterprise Performance Management System components that installed and configured on the machine.

  2. Perform a weekly full or daily incremental backup of these subfolders of EPM_ORACLE_INSTANCE/config:

    • FoundationServices

    • Foundation

      Note:

      The 11.1.2.0 subfolder of EPM_ORACLE_INSTANCE/config/foundation contains .reg.properties, which is required for recovery.

  3. Optional: Perform a monthly or weekly backup of MIDDLEWARE_HOME/user_projects/domains/domain name/servers/managed server name/logs, which contains only historical information.

Restoring EPM Workspace and Shared Services

To restore EPM Workspace and Shared Services after a failure:

  1. Recover all components that you backed up, including Oracle Hyperion Shared Services Registry.

    Place the copied directories and files in their original locations.

  2. Restart all products and related services. See "Starting and Stopping EPM System Products" in the Oracle Enterprise Performance Management System Installation and Configuration Guide.

Backing Up the Database

To back up the database for EPM Workspace and Shared Services:

  1. Navigate to your database system tables.

  2. Back up the Shared Services and EPM Workspace schema if you use Oracle RDBMS; otherwise, back up the SQL Server database.

Restoring the Database to a Different Server

If you back up a database from one server and restore it to a second server (for example, because the first database server is under maintenance), you must use the WebLogic Admin Console to update the data source and the reg.properties file:

To restore a database to a different server:

  1. Update the data source:

    1. From the WebLogic Admin Console, select Services, then dataSource, and then EPMSystemRegistry.

    2. On the Connection Pool tab, specify the user name, password, and JDBC URL for the second server.

    3. Click Save and Activate Changes.

  2. Open reg.properties with a text editor and update the user name, password, and JDBC server URL.

    The reg.properties file is in EPM_ORACLE_INSTANCE/config/foundation/11.1.2.0.

  3. Start Shared Services.