Regular file system backups are recommended for these Oracle Enterprise Performance Management System products:

• Oracle Hyperion Foundation Services

• Oracle Data Relationship Management

• Oracle Hyperion Financial Management

• Oracle Hyperion Planning

• Oracle Hyperion Profitability and Cost Management

Oracle recommends daily backup of these items:

• EPM_ORACLE_INSTANCE/config (to back up the configuration and reconfiguration settings written to the Oracle Hyperion Shared Services Registry)

• MIDDLEWARE_HOME/user_projects/domains/domain name (EPM System WebLogic domain directory)

  Note:

  This item applies only to products that require a Web application server.

• EPM_ORACLE_INSTANCE/import_export (where Oracle Hyperion Enterprise Performance Management System Lifecycle Management content is located)

• Product applications and application data

• In Windows environments:

  • Windows registry: HKEY_LOCAL_MACHINE and all of its subkeys

    Note:

    For some EPM System components, you need only back up specific subkeys, as described in the procedures for backing up those components.

    Backing up the Windows registry enables system recovery if Windows is reinstalled. See Backing Up OS Settings.

    Not applicable for these products:

    • Oracle Smart View for Office

    • Oracle Hyperion Provider Services

    See Backing Up OS Settings.

  • %CommonProgramFiles%/InstallShield/Universal

  • %USERPROFILE%//oracle.instance, which enables you to add, remove, reinstall, and upgrade products

• In environments:

  • .oracle.instances, which enables you to add, remove, reinstall, and upgrade products

  • $HOME/InstallShield/Universal

  • $HOME/oraInventory

  • Any files such as user profiles, kernel tuning parameters, or .init files that have been edited

  • /etc (system-level settings)

  • User home directories (user-level settings in hidden files and subdirectories)

  • /usr, /lib, and /platform (static system information)

  • /var (system logs and spool)

  You must back up user home directories and application-specific directories or file systems. Oracle recommends periodically testing the restoration procedure.

Back up the EPM Oracle home directory (to back up all installed products) if you install a new product or apply a patch.

Back up directories and files by copying them to another location. You can also use utilities provided with your OS (such as the Windows 2003 Backup Utility) or other third-party backup utilities. In case of failure, restore these directories and files by returning the copy to the original location.