Is there anyway migrate security defined on members via web client Planning

Question

Hello there,
Can somebody help me , I have migrated dimensions and everything, except security from 9.2 to 11.1.1.3.
I see that the security defined on the members using the web client is not migrated which is causing the updateusers uitility to fail! I guess.
Can somebody suggest how I can migarte security without fail.
Thanks
Vince

Answer 1

Hi,
Couple questions:
1. Are you using the same Shared services or new shared services?
2. Have you provisioned all users to the new Planning application
Migrating security for Planning application has below steps: --
SHARED SERVICES STEPS: --
1. Make sure all users are migrated in shared services. [If you are using the same shared services, then this is not valid]
2. If you are migrating MSAD, make user that MSAD is correctly configured in new Shared services.
3. Since you are directly assigning access to users in Planning, all users need to be provisioned to minimum "Planner" access to the new planning application in Shared services. Do this for for native users as well as MSAD users.
PLANNING STEPS: --
4. Export planning security in old planning application v9 to a text file using ExportSecurity.cmd utility in $PLANNINGHOME\bin folder. A new fileSecFile.txt will be created in the same folder
ExportSecurity.cmd /A=AppName,/U=adminuser,/P=password,/TO_FILE=SecFile
5. Check the file for any access that needs to be revoked and manually edit the file.
6. Copy the security file to bin directory on new instance.
7. Goto new Planning application in V11 and migrate identities in web front end.
8. Import security in Hyperion Planning using ImportSecurity.cmd utility in $PLANNINGHOME\bin folder in new planning application.
ImportSecurity.cmd "AppName,adminuser,password,SL_COMMA,,SL_CLEARALL"
9. Generate security filters by going in Planning app and "Administration" -> "manage security filters"
10. Refresh database and security filters in v11
Lets me know if this helps.
Cheers,
RS