Upgrading Financial Analyzer 6.0.1.x to Financial Analyzer 11i

Directory structures

Both Financial Analyzer release 6.0.1.x and release 11i use a standard directory structure for the CODE, SHARED, TASKFILE, TEMPORARY, and SHELLS directories for Super administrator and Administrator workstations, and for cluster configurations. It is recommended that you conform to this standard structure, because features in future releases will be based on it.

The Financial Analyzer 11i client component will be installed into a different directory than the directory that was used for Financial Analyzer 6.0.1.x off of your Oracle home directory.

Upgrade requirements

Before you upgrade your system, be sure to perform the following tasks:

• Back up your existing Financial Analyzer system.

• Run the Task Processor to ensure that all processes have been completed.

• Ensure that Express Server 6.3.2.1 is installed on all appropriate servers.

• For thick client workstations, ensure that Personal Express Sever 6.3.2.1 is installed on the client PC.

Upgrade sequence

The upgrade process must be completed in the order listed here to upgrade Financial Analyzer properly. You will follow a top-down order.

1. Upgrade the Super administrator workstation.

2. Upgrade workstations reporting to the Super administrator.

3. Upgrade the Administrator workstations.

4. Upgrade workstations reporting to subordinate administrators.

Procedure: Upgrading the Super administrator workstation

Follow these steps to upgrade a Super administrator workstation:

1. Remove (deselect) the Read-only attribute for all code database files that correspond to this workstation. See "Understanding the Installed Server Directories and Files" for a list of the code database files; these are the files listed in the CODE directory that have .db file extensions.

2. Use Installer to install the server component of 11i in the same location as 6.0.1.x. When you are prompted for the name of the Super administrator personal database, use the same database name that was used in 6.0.1.x.

   Note: The existing personal and shared databases will not be overwritten.

3. Install the new 11i client component of the Super administrator workstation.

4. Start the Super administrator workstation from the newly created icon to upgrade the personal database and shared component.

5. Select Users from the Manage menu and select the Super administrator workstation user. The operating system username used to start up the Super administrator workstation for the first time is associated with the Super administrator workstation user.

   If more than one operating system user needs access to the Super administrator workstation, associate each operating system username with the Super administrator workstation user as necessary.

   Refer to "Creating Users" in the Financial Analyzer Help system for information on associating an operating system username with a Financial Analyzer user.

6. For every other Financial Analyzer user managed by the Super administrator, associate the appropriate operating system usernames.

   Refer to "Creating Users" in the Financial Analyzer Help system for information on associating an operating system username with a Financial Analyzer user.

7. Run the Task Processor to update the user task.

Procedure: Upgrading an Administrator workstation

Follow these steps to upgrade an Administrator workstation:

1. Remove (deselect) the Read-only attribute for all code database files that correspond to this workstation. See "Understanding the Installed Server Directories and Files" for a list of the code database files; these are the files listed in the CODE directory that have .db file extensions.

2. Use Installer to install the server component of 11i in the same location as 6.0.1.x.

3. If the 6.0.1.x installation used UNC pathing, edit the [SUPER] section of the system configuration file to specify the appropriate path information (UNC pathing is not supported in 11i.).

   For detailed information about configuration files, see Chapter 4.

4. Install the new 11i client component of the Administrator workstation.

5. Start the Administrator workstation from the newly created icon to upgrade the personal database and shared component.

   Note: After the upgrade, but before the workstation starts, you might receive the message "You are not a valid Financial Analyzer user." This could mean that the superior Administrator (the Administrator workstation that administers the workstation that you are upgrading) has not associated your operating system username with your workstation. To resolve this issue, start the superior Administrator workstation, associate appropriate operating system usernames for the Administrator workstation you are upgrading and for every other Financial Analyzer user managed by the superior Administrator, and run the task processor. After the task completes, you can start the upgraded workstation.

6. Select Users from the Manage menu and select the Administrator workstation user. The operating system username used to start up the Administrator workstation for the first time is associated with the Administrator workstation user.

   If more than one operating system user needs access to the Administrator workstation, associate each operating system username with the Administrator workstation user as necessary.

   Note: The usernames associated with the Administrator's own workstation are not automatically allowed access to the superior environment. Only the superior Administrator can control access to the superior tier.

   Refer to "Creating Users" in the Financial Analyzer Help system for information on associating an operating system username with a Financial Analyzer user.

7. For every other Financial Analyzer user managed by the Administrator, associate the appropriate operating system usernames.

   Refer to "Creating Users" in the Financial Analyzer Help system for information on associating an operating system username with a Financial Analyzer user.

8. Run the Task Processor to process the user update task.

Procedures: Upgrading Budget workstations

Follow these steps to upgrade a Budget workstation, depending on how it is configured.

Upgrading a thin client Budget workstation

Follow these steps to upgrade a thin client Budget workstation:

1. Install the new 11i thin client component for the Budget workstation.

2. If the 6.0.1.x installation used UNC pathing, edit the personal configuration file associated with the workstation and change the OFASYSCFGPATH setting to specify the appropriate path information (UNC pathing is not supported in 11i.).

   For detailed information about configuration files, see Chapter 4.

3. Start the Budget workstation from the newly created icon to upgrade the personal database.

   Note: After the upgrade, but before the workstation starts, you might receive the message "You are not a valid Financial Analyzer user." This could mean that the Administrator has not associated your operating system username with your workstation. To resolve this issue, start the Administrator workstation, associate appropriate operating system usernames for the Budget workstation you are upgrading and for every other Financial Analyzer user managed by the Administrator, and run the task processor. After the task completes, you can start the upgraded workstation.

Upgrading a thick client Budget workstation

Follow these steps to upgrade a thick client Budget workstation:

1. Use Installer to install the thick client component of 11i for the Budget workstation. When you are prompted for the name of the personal database, use the same database name that was used in 6.0.1.x.

2. Move the personal database from the existing thick client directory into the newly installed one.

3. Start the thick client Budget workstation from the newly created icon to upgrade the personal database.

   Note: After the upgrade, but before the workstation starts, you might receive the message "You are not a valid Financial Analyzer user." This could mean that the Administrator has not associated your operating system username with your workstation. To resolve this issue, start the Administrator workstation, associate appropriate operating system usernames for the Budget workstation you are upgrading and for every other Financial Analyzer user managed by the Administrator, and run the task processor. After the task completes, you can start the upgraded workstation.

Upgrading a thin client Budget workstation that is part of a cluster

Follow these steps to upgrade a thin client Budget workstation that is part of a cluster:

1. Use Installer to install a new cluster component of 11i on the server in the same location where the 6.0.1.x cluster component was installed.

2. If the 6.0.1.x installation used UNC pathing, edit the personal configuration file associated with the workstation and change the OFASYSCFGPATH setting to specify the appropriate path information (UNC pathing is not supported in 6.3).

   For detailed information about configuration files, see Chapter 4.

3. Install the new 11i thin client component for the Budget workstation.

4. Start the Budget workstation from the newly created icon to upgrade the personal database.

   Note: After the upgrade, but before the workstation starts, you might receive the message "You are not a valid Financial Analyzer user." This could mean that the Administrator has not associated your operating system username with your workstation. To resolve this issue, start the Administrator workstation, associate appropriate operating system usernames for the Budget workstation you are upgrading and for every other Financial Analyzer user managed by the Administrator, and run the task processor. After the task completes, you can start the upgraded workstation.

Procedure: Upgrading an Analyst workstation

Follow these steps to upgrade an Analyst workstation:

1. Install the new 11i thin client component for the Analyst workstation.

2. If the 6.0.1.x installation used UNC pathing, edit the personal configuration file associated with the workstation and change the OFASYSCFGPATH setting to specify the appropriate path information (UNC pathing is not supported in 11i.).

   For detailed information about configuration files, see Chapter 4.

3. Start the Analyst workstation from the newly created icon to upgrade the personal database.

   Note: After the upgrade, but before the workstation starts, you might receive the message "You are not a valid Financial Analyzer user." This could mean that the Administrator has not associated your operating system username with your workstation. To resolve this issue, start the Administrator workstation, associate appropriate operating system usernames for the Analyst workstation you are upgrading and for every other Financial Analyzer user managed by the Administrator, and run the task processor. After the task completes, you can start the upgraded workstation.

Upgrade tasks for Oracle General Ledger users

Financial Analyzer users who use the Oracle General Ledger integration module must perform the following tasks after completing the upgrade:

1. Run the segment value extraction program in General Ledger.

2. Run the calendar extraction program in General Ledger for each year of the accounting calendar present in Financial Analyzer.

3. Use the Submit Load feature in Financial Analyzer to load financial data.

4. After the load task has run successfully, the Super administrator must refresh structure to the personal database.