It would probably make things even simpler if the application owner was changed to the default admin account before upgrading.
Anyway, it has been covered before but
create a blank planning app (doesn't matter about the options) with planadm
store the SID code in the HSP_USERS table
stop planning, drop the schema, import the 9.3.3 to the same schema,
update the SID in the HSP_USER to the one stored.
start planning
upgrade app
and so on
Cheers
John
** My concern: Is the Planning app repository table structures the same between 9.3.3 and 11.1.2.2? --- No its not same , but you don't have to worry about it..As your 5th Step will take care of this (Under upgrade process we have sql scripts which will upgrade your planning application from 9.3.3 to 11.1.1.1 and at last to 11.1.2.2 step by step)
Rest -- John has already updated..
Cheers!
Sh!va
Following the steps, the upgrade/migration of the Planning application worked successfully. The app and forms were all migrated and was able to push to Essbase application successfully. The only issue was security. While the users/groups seem to appear in the migrated Planning app, none of their security access/filter info migrated. We have Planning security defined down to the member level in the application and it appears none of that successfully migrated, so we would need to manually re-assign all of that security. Any thoughts of what may have happend or step I may have missed?
Also have moved on to attempt migration of the Business Rules to Calc Manager. Using John's 2nd alternative method from his blog, I export the rule from 9.3.3 EAS to HBRRules.xml file, copy it to the appropriate 11.1.2.2 folder, select "Migrate" on the PlanTest planning app in Calc Manager, select the app and Plan type and all seems well with the Import screen even indicating that the Rule and variables were Inserted. But I never see the rule appear. Could this be an "owner" issue or is there something I need to do to the .xml file before the migration step?
Mike
If there is an issue with security then it probably doesn't match between Shared Services and Planning, it all depends how you migrated the Shared Services security, there is also the updateusers utility which is an option to try and sync security.
If the business rules methods does not work then you may have to use the other methods available.
Cheers
John
I suspected that may be the problem. Since Shared Services was a clean install, we imported all of our users/groups via the hssmigratedata.zip file from our Production environment since our old test environment only had a few users. Howerver, this Planning app was migrated from our Test environment, thus the out of sync security. So I assume if I were to migrate our other Planning apps from our old Production environment, I would not run into the security issue? That being said, if I were to use the updateusers utility to sync security, I assume I run it after the Planning app has been migrated?
As for the business rule issue. I will research the other methods. One question is the version of 11.1.2.2. I have only installed the base version. I have not applied any patches. Would applying the .300 patch possibly fix any migration issues?
Mike
Have you gone through Oracle whitepaper for migration to Calc manager : Hyperion Business Rules (HBR) to Calculation Manager Migration White Paper (Doc ID 1528121.1)?
It covers prerequisites & all recommended methods.Also, It is recommended to be on at least Oracle Hyperion Planning Patch Set Update 11.1.2.2.300 and Oracle Hyperion Calculation Manager Patch Set Update 11.1.2.2.300. (Not sure if this can fix your issue)
Regards,
Santy
I Don't think patches will fix any migration issues..Well it haven't in my case 
Cheers!
Sh!va
