Hyperion: LCM Best Practices

If you are migrating an entire Planning application at once, Lifecycle Management handles most migration dependencies automatically. However, if you are migrating artifacts individually, Oracle recommends that you migrate Planning artifacts in this order:

1. Shared Services Native Directory (Security)
2. Application Settings under Configuration Properties
3. Global Artifacts:
   
   • Spread Patterns
   • Smart Lists
   • Common Dimensions
   • Exchange Rates
4. All Standard and Attribute Dimensions under Plan Type
5. Configuration:
   
   • User Variables
   • User Preferences
6. Substitution Variables under Global Artifacts
7. Plan Type:
   
   • Substitution Variables
   • Calc Scripts
   • Rules files
   • Calculation Manager Rules
8. Global Artifacts:
   
   • Business Rules
   • Custom Menus
   • Calculation Manager Rule sets
9. Data Forms under Plan Type
10. Global Artifacts:
    
    • Composite Forms
    • Task Lists
11. Relational Data
12. Access Permissions under Security
13. Reporting and Analysis (Financial Reporting and Web Analysis)