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Upgrading Hyperion Soon? Document These 4 Things

There are many reasons for having to upgrade your Oracle EPM enterprise software, including:

  • Compatibility with new operating systems
  • New features or functionality that could benefit your business
  • Support from Oracle if your current version is falling off support and maintenance
  • Mergers, acquisitions, chart of account restructures, and consolidation of multiple systems

No matter your reason for upgrading, documentation should be a priority. Good documentation paves the way for a smooth transition and successful migration.

 eBook: Documenting Hyperion Planning, Essbase & HFM

Changes to Your Environment

Obviously, changes come with the territory. The key to making your upgrade successful is expecting and understanding those changes. Each version of Oracle’s EPM suite will have major changes you’ll need to take note of and prepare for:

  • Features that are eliminated
  • Functionality
  • Performance
  • Compatibility
  • User interface

Fortunately, Oracle allows you to compare your versions through a Defects Fixed Finder tool. This Excel-based tool will show you the functional and technical differences, as well as a list of fixes, between your current version and the latest version.

IT and Hardware Requirements

With each version, you’ll find new software components, services, and requirements. You must complete a full IT analysis on your new system to ensure that you have the appropriate hardware. With an upgrade, you might find entire operating systems and architectures are now supported or no longer supported.

You’ll need to understand all the pre-installation requirements, like hostnames, databases, security access, and special operating systems. Additionally, you need to document how the upgrade will impact the following:

  • Monitoring tools
  • Server storage
  • Network
  • Backup/recovery systems
  • Security and encryption methodologies
  • User compatibility, scalability, and performance


You’ll be introducing awesome new features that your users will want to see, so start preparing now for training. Take note of how features have changed from version to version. For example, upgrading FDMEE to allows HFM to act as both a source and a destination. With this feature, you’ll be able to streamline and optimize data flows, allowing you to get rid of time-consuming manual extract and importing processes.


Before upgrading, you should make sure your security and user settings are up to date. First, you need to ensure that your processes to validate data are in place and understand how/if those processes need to change due to your upgrade.

This is also a good time for you to look at your users, their roles, and the groups they’re in. You should make sure all your users are in groups that correspond with their roles. This will help you maintain the security settings when someone leaves your company and their replacement comes in.

More Hyperion Documentation Tips...

Download our free eBook for 20 pages of tips on documenting Hyperion applications, including Planning, Essbase, HFM, and more.


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