D69191

Oracle Hyperion Planning Fusion Edition 11.1.2: Installation and Configuration

Activity Guide

D63790GC11

Edition 1.1

October 2010

D69191

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Copyright 2010, Oracle and/or it affiliates. All rights reserved.

Disclaimer

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle.

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AuthorTheresa Songco

Technical Contributors and ReviewersEmilya AltmanShankar ViswanathanDave FalascoRon ReileyAline Goetz

EditorSusan Moxley

Graphic DesignerJames Amitabh Hans

PublisherSyed Imtiaz Ali

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OTable of Contents 0

Exercises

Lesson 1: Introduction to Planning

Lesson 2: Preparing the Installation Environment

Exercise 2.1 Reviewing Classroom Hardware Specifications. . . . . . . . . . . . . . . . . . . . 3Exercise 2.2 Connecting to the Controller PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Lesson 3: Preparing the Software Requirements

Exercise 3.1 Accessing Classroom Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Lesson 4: Installing Product Components

Exercise 4.1 Installing Required Third-Party Software . . . . . . . . . . . . . . . . . . . . . . . . . 6Exercise 4.2 Installing Planning Product Components . . . . . . . . . . . . . . . . . . . . . . . . . 6

Lesson 5: Configuring Shared Services

Exercise 5.1 Configuring Shared Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Configuring Common Settings: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Deploying Shared Services to the Application Server . . . . . . . . . . . . . . . . . . . . . . . 7

Exercise 5.2 Configuring User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Exercise 5.3 Creating Native Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Exercise 5.4 Creating Application Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Lesson 6: Configuring Performance Management Architect and Calculation Manager

Exercise 6.1 Configuring Performance Management Architect . . . . . . . . . . . . . . . . . 10Exercise 6.2 Configuring Calculation Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

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OLesson 7: Configuring Essbase

Exercise 7.1 Configuring Essbase Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Exercise 7.2 Accessing Administration Services Console . . . . . . . . . . . . . . . . . . . . . 11Exercise 7.3 Adding Essbase Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Lesson 8: Configuring Planning

Exercise 8.1 Configuring Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Exercise 8.2 Managing Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Lesson 9: Configuring Financial Reporting, Web Analysis, and Workspace

Exercise 9.1 Configuring Reporting and Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Exercise 9.2 Configuring the Workspace Web Server . . . . . . . . . . . . . . . . . . . . . . . . 14

Lesson 10: Troubleshooting the EPM System Installation

Exercise 10.1 Running EPM System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Lesson 11: Accessing Planning in Workspace

Exercise 11.1 Setting Services to Start Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Verifying the ohsinstance Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Changing service start-up types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Exercise 11.2 Accessing the Services Batch File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Exercise 11.3 Starting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Exercise 11.4 Accessing Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Exercise 11.5 Installing Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Exercise 11.6 Creating and Deploying Planning Applications . . . . . . . . . . . . . . . . . . . 18

Creating Planning Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Create Planning Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Creating the Essbase Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Exercise 11.7 Configuring Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Lesson 12: Verifying the Reporting Installation

Exercise 12.1 Connecting to Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Exercise 12.2 Connecting to Web Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

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OLesson 13: Moving Classic Applications to Performance Management Architect

Exercise 13.1 Moving PLAN1 to Performance Management Architect. . . . . . . . . . . . . 22Exercise 13.2 Accessing PLAN1 in Application Library . . . . . . . . . . . . . . . . . . . . . . . . 22

Lesson 14: Performing System Maintenance

Lesson 15: Performing Migrations with Lifecycle Management

Exercise 15.1 Migrating Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Extracting Artifacts from a Zip File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Migrating from a File System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Migrating to a File System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Exercise 15.2 Review Imported Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Exercise 15.3 Loading Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Exercise Solutions

Lesson 1: Introduction to Planning

Lesson 2: Preparing the Installation Environment

Solution 2.1 Reviewing Classroom Hardware Specifications. . . . . . . . . . . . . . . . . . . 29Solution 2.2 Connecting to the Controller PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Lesson 3: Preparing the Software Requirements

Solution 3.1 Accessing Classroom Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . 33

Lesson 4: Installing Product Components

Solution 4.1 Installing Required Third-Party Software . . . . . . . . . . . . . . . . . . . . . . . . 34Solution 4.2 Installing Planning Product Components . . . . . . . . . . . . . . . . . . . . . . . . 34

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OLesson 5: Configuring Shared Services

Solution 5.1 Configuring Shared Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Configuring Common Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Deploying Shared Services to the Application Server . . . . . . . . . . . . . . . . . . . . . . 37

Solution 5.2 Configuring User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Solution 5.3 Creating Native Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Solution 5.4 Creating Application Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Lesson 6: Configuring Performance Management Architect and Calculation Manager

Solution 6.1 Configuring Performance Management Architect . . . . . . . . . . . . . . . . . 41Solution 6.2 Configuring Calculation Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Lesson 7: Configuring Essbase

Solution 7.1 Configuring Essbase Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Solution 7.2 Accessing Administration Services Console . . . . . . . . . . . . . . . . . . . . . 44Solution 7.3 Adding Essbase Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Lesson 8: Configuring Planning

Solution 8.1 Configuring Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Solution 8.2 Managing Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Lesson 9: Configuring Financial Reporting, Web Analysis, and Workspace

Solution 9.1 Configuring Reporting and Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Solution 9.2 Configuring the Workspace Web Server . . . . . . . . . . . . . . . . . . . . . . . . 49

Lesson 10: Troubleshooting the EPM System Installation

Solution 10.1 Running EPM System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Lesson 11: Accessing Planning in Workspace

Solution 11.1 Setting Services to Start Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Verifying the ohsinstance Number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Changing service start-up types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

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OSolution 11.2 Accessing the Services Batch File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Solution 11.3 Starting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Solution 11.4 Accessing Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Solution 11.5 Installing Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Solution 11.6 Creating and Deploying Planning Applications . . . . . . . . . . . . . . . . . . . 55

Creating Planning Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Creating Planning Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Creating the Essbase Database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Solution 11.7 Configuring Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Lesson 12: Verifying the Reporting Installation

Solution 12.1 Connecting to Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Solution 12.2 Connecting to Web Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Lesson 13: Moving Classic Applications to Performance Management Architect

Solution 13.1 Moving PLAN1 to Performance Management Architect. . . . . . . . . . . . . 61Solution 13.2 Accessing PLAN1 in Application Library . . . . . . . . . . . . . . . . . . . . . . . . 61

Lesson 14: Performing System Maintenance

Lesson 15: Performing Migrations with Lifecycle Management

Solution 15.1 Migrating Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Extracting Artifacts from a Zip File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Migrating from a File System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Migrating to a File System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Solution 15.2 Review Imported Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Solution 15.3 Loading Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

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lyPlanning 11.1.2: Installation and Configuration vii

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UExercises

OverviewThis section contains hands-on exercises that you will be working on throughout this course. Exercises are grouped by lesson.

Your instructor may choose to demonstrate some exercises. Therefore, you may not be required to complete all exercises. It is, however, important that you complete all exercises as requested by the instructor, as many exercises build upon one another in the course.

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Lesson 1 Introduction to Planning Exercises

OLesson 1 Introduction to Planning

There are no learning activities for this lesson.

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ly2 Planning 11.1.2: Installation and Configuration

Lesson 2 Preparing the Installation Environment Exercises

OLesson 2 Preparing the Installation Environment

Exercise 2.1 Reviewing Classroom Hardware SpecificationsOpen the System Properties dialog box from the Control Panel. On the General tab, review the system information.

On the Advanced tab, review and make the necessary changes for the following settings:

Visual effects - set for best performance

Advanced - Processor scheduling - prioritize Programs

Advanced - Memory usage - prioritize Programs

Advanced - Virtual memory - set to 12288MB

Data execution prevention - set for essential Windows services and programs only

NOTE: WARNING. If you are prompted to restart, click Yes. If you manually reboot your environment, ensure that you select Restart. Do NOT select Shutdown.

Exercise 2.2 Connecting to the Controller PCThere are two controller PCs in the classroom. The instructor will assign half of the installer PCs to each controller PC. By default, all installer PCs will connect to controller PC1. If you have been selected by the instructor to point to controller PC2, you must run a batch file to update your TNSNAMES.ORA file.

Your instructor will assign you a student number and a controller PC used throughout the class exercises.

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Lesson 2 Preparing the Installation Environment Exercises

OFill in your controller PC, student number, and installer PC information:

NOTE: You can refer to this information while working on succeeding exercises in class.

If the instructor has selected you to point to controller PC2, run the update_tnsnames_controller_PC2.bat file located in D:\CF\scripts.

NOTE: Only perform the previous step if you have been selected to connect to controller PC2.

Verify the host entry in your tnsnames file to match the controller PC assigned to you by running the tnsping command against the ORCL database.

Launch Oracle SQL Developer using the desktop shortcut. On the Connection tab, create a new connection to the ORCL database with the following credentials:

Connection Name: ORCL

Username: sys

Password: hyperion

Save Password: Selected

Role: SYSDBA

Connection Type: Basic

Hostname:

Port: 1521

SID: ORCL

Test and save the database connection. Connect and expand the ORCL database connection. Locate the Other Users node, expand its child nodes, and locate the users that correspond to your student number.

Controller PC:

Student #:

Installer PC:

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Lesson 3 Preparing the Software Requirements Exercises

OLesson 3 Preparing the Software Requirements

Exercise 3.1 Accessing Classroom Installation FilesOpen Windows Explorer and navigate to the CF folder in drive D. Note the following file locations:

CF\installContains EPM System installation files

CF\ghostcriptContains the third-party AFPL Ghostscript installation files

CF\lcmContains migration files

CF\scriptsContains batch files and the hyperion_DB.sql script

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Lesson 4 Installing Product Components Exercises

OLesson 4 Installing Product Components

Exercise 4.1 Installing Required Third-Party SoftwareIn Windows Explorer, navigate to CF\ghostscript. Run the installation for AFPL Ghostscript, accepting all default values. When finished, close the Ghostscript shortcut folder.

Exercise 4.2 Installing Planning Product ComponentsIn Windows Explorer, navigate to the CF folder. Create a subfolder named response.

Navigate to CF\install. Run the installTool.cmd and install the following components individually:

Foundation Services

Performance Management Architect

Calculation Manager

Planning

Essbase

Administration Services

Provider Services

Essbase Studio

Reporting and Analysis Framework

Financial Reporting

Web Analysis

Be sure to change the drive letter of the default home directory to D.

On the Confirmation page, store the response file as install.xml in the CF\response folder. When the installation is completed, exit EPM System Installer.

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Lesson 5 Configuring Shared Services Exercises

OLesson 5 Configuring Shared Services

Exercise 5.1 Configuring Shared Services

Configuring Common Settings:

Launch EPM System Configurator from the Start menu. Run the configuration for the following Hyperion Foundation tasks:

Common Settings

Configure Database

Configure Oracle Configuration Manager

Configure the Shared Services database with the following connection information:

Database Type: Oracle

Server:

SID: ORCL

Username: ST##HSS (where ST## refers to your user ID)

Password: hyperion

Select to create Windows services for configured components. Note that SSL and mail servers are not configured in this class.

For the Oracle Configuration Manager Registration, be sure that e-mail options are cleared.

Set the Shared Services admin password to hyperion.

Save the response file in CF\response as config01.xml.

When the configuration is completed, return to the task panel.

Deploying Shared Services to the Application Server

In EPM System Configurator, run the configuration for the following Hyperion Foundation tasks:

Configure Web Server

Deploy to Application Server

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ODeploy to a new WebLogic domain with the following connection information:

Domain name: EPMSystem

Admin Port: 7001

Admin user: admin

Admin Password: Hyperion1

Accept all default addresses in the Application Server Deployment page.


When the configuration is completed, exit EPM System Configurator.

Exercise 5.2 Configuring User DirectoriesStart Oracle Process Manager (ohsInstance1649849633) and the Foundation Services Managed Server in Windows Services.

NOTE: In some cases, the Oracle Process Manager (ohinstance###) may be different from what is noted in this guide. You can continue with the suceeding steps using that instance number. However, take note of the number. You will be updating the startup/stop service scripts in a later exercise.

Launch Shared Services Console in Internet Explorer. Navigate to the following URL:

http://:28080/interop

Log on with user name admin and password hyperion.

Select Configure User Directories under Administration, and add a new MSAD provider.

Use the following values in creating an MSAD provider:

Name: MSAD

Host Name:

Base DN: Click Fetch DNS

Trusted: Selected

User DN: cn=ST##,cn=Users (where ST## refers to your user ID)

Append Base DN: Selected

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O Password: hyperion

Unique identifier: cn=ST##

Restart services and access Shared Services Console.

Exercise 5.3 Creating Native Users and GroupsIn the Shared Services Console view pane, create the following users under Native Directory using the shortcut menu:

lcorso

bbalkan

iadler

Set all passwords to password.

Exercise 5.4 Creating Application GroupsIn the Shared Services Console view pane, right-click Application Groups and create a new group named MyGroup.

Log off Shared Services Console.

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Lesson 6 Configuring Performance Management Architect and Calculation Manager Exercises

OLesson 6 Configuring Performance Management Architect and Calculation Manager

Exercise 6.1 Configuring Performance Management ArchitectLaunch EPM System Configurator from the Start menu. Run the configuration for the following Hyperion Foundation - Performance Management Architect tasks:

Configure Database


Configure the Oracle database with the following connection information:

Username: ST##EPMA (where ST## refers to your user ID)

Password: hyperion


When the configuration is completed, return to the task panel.

Exercise 6.2 Configuring Calculation ManagerRun the configuration for the following Hyperion Foundation - Calculation Manager tasks:

Configure Database



Username: ST##CALC (where ST## refers to your user ID)

Password: hyperion



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Lesson 7 Configuring Essbase Exercises

OLesson 7 Configuring Essbase

Exercise 7.1 Configuring Essbase ComponentsRun the configuration for the following Essbase tasks:

Provider Services

- Deploy to Application Server

Studio

- Configure Database

Essbase Administration Services

- Configure Database

- Deploy to Application Server

Essbase

- Essbase Custom Configuration


Username: ST##ESS (where ST## refers to your user ID)

Password: hyperion

Accept all defaults. Save the response file in CF\response as config05.xml.


Exercise 7.2 Accessing Administration Services ConsoleIn Windows Services, start the following, if they are not already started:

Hyperion Foundation Services Managed Server

Oracle Process Manager (EPM_epmsystem1)

Hyperion Administration Services - Web Application

Launch Administration Services Console from the Start menu. Log on as the Administration server, and with admin as the user name and hyperion as the password.

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Lesson 7 Configuring Essbase Exercises

OFrom Enterprise View, expand until you see your machine listed under Administration Servers. Verify that it is connected.

Expand Users and verify that admin is listed.

Exercise 7.3 Adding Essbase ServersUnder Enterprise View, right-click Essbase Servers and add an Essbase server. For connection details, select your installer PC name and make sure to use Single Sign-On to connect.

Verify that the sample applications are now accessible under the Essbase Server that you added.

Close Administration Services Console.

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Lesson 8 Configuring Planning Exercises

OLesson 8 Configuring Planning

Exercise 8.1 Configuring PlanningRun the configuration for the following Planning tasks:

Configure Product Options

Configure Database


Ensure that you enable the following products:

Capital Expenditures Planning

Public Sector Planning and Budgeting

Workforce Planning


Username: ST##PLN (where ST## refers to your user ID)

Password: hyperion

Accept all defaults and save the response file in CF\response as config06.xml.

Return to the task panel when the configuration is completed.

Exercise 8.2 Managing ClustersRun the configuration for the Planning - Manage Planning Clusters task with the following cluster information:

Cluster Name: PLANNING

Web Tier Host Name:

Server Port: 8300

Activate Cluster: Selected


Exit EPM System Configuration when the configuration is completed.

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Lesson 9 Configuring Financial Reporting, Web Analysis, and Workspace Exercises

OLesson 9 Configuring Financial Reporting, Web Analysis, and Workspace

Exercise 9.1 Configuring Reporting and AnalysisRun the configuration for the following Reporting and Analysis tasks:

Configure Database

Configure Financial Reporting Server



Username: ST##BI (where ST## refers to your user ID)

Password: hyperion

Accept all defaults and save the response file in CF\response as config08.xml.

Return to the task panel when the configuration is completed.

Exercise 9.2 Configuring the Workspace Web ServerRun the configuration for the Configure Web Server task under Hyperion Foundation. Review the locations for each product and accept all defaults. Save the response file in CF\response as config09.xml.


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Lesson 10 Troubleshooting the EPM System Installation Exercises

OLesson 10 Troubleshooting the EPM System Installation

Exercise 10.1 Running EPM System DiagnosticsRun EPM System Diagnostics from the Foundation Services Start menu and review the diagnostic report. Locate and review the diagnostic tests that failed.

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Lesson 11 Accessing Planning in Workspace Exercises

OLesson 11 Accessing Planning in Workspace

Exercise 11.1 Setting Services to Start Manually

Verifying the ohsinstance Number

Open Windows Services and locate the Oracle Process Manager (ohsInstance##########) service.

Perform one of the following actions:

1. If your ohsinstance number is 1649849633, skip the remaining steps and proceed to the next exercise (Changing service start-up types).

2. If you have a different instance number, complete the following steps.

Navigate to D:\CF\scripts and locate the following batch files:

set_services_manual.bat

start_hyperion_foundation_services.bat

stop_hyperion_foundation_services.bat

Edit the batch files in Notepad and replace the instance number with the number in your services window. Make sure to save your changes.

Changing service start-up types

Open Windows Services, and locate the following services:


Oracle Process Manager (ohsInstance1649849633)


OracleMTSRecoveryService

Oracled_oracle_middle~1_epmsys~1d_oracle_middleware_user_projects_epmsystem1ConfigurationManager

Hyperion Foundation Services - Managed Server

Hyperion Reporting and Analysis Framework

Hyperion RMI Registry

Hyperion Studio Service BPMS bpms1

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O Hyperion Provider Services - Web Application

Hyperion EPM Architect - Process Manager

Hyperion EPMA Data Synchronizer - Web Application

Hyperion EPMA Web Tier - Web Application

Hyperion CALC Manager - Web Application

Hyperion Planning - Web Application

Hyperion Financial Reporting - Print Service

Hyperion Financial Reporting - Web Application

Hyperion Web Analysis - Web Application

Hyperion Reporting and Analysis Framework - Web Application

Notice that some services are set to automatic and have already started. Run the set_services_manual.bat file.

In Windows Services, verify that the services are now set to start manually. If any of the listed services above have status set to Automatic, open the Properties dialog box for that service. Set the startup type to Manual and stop the service.

Exercise 11.2 Accessing the Services Batch FileIn Windows Explorer, navigate to CF\scripts. Locate the following files and copy them to your desktop:

Start_EPMSystem.bat

Stop_EPMSystem.bat

Close Windows Explorer.

Open both batch files in Notepad and review the contents. When finished, exit Notepad.

Exercise 11.3 Starting ServicesDouble-click Start_EPMSystem.bat to start services. Verify that all required services started in Windows Services.

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OExercise 11.4 Accessing WorkspaceIn Internet Explorer, go to http://:19000/workspace. Log on with user name admin and password hyperion.

TIP: Bookmark the Workspace URL for easy access.

Exercise 11.5 Installing Smart ViewIn Workspace, select Tools, then Install, and then Smart View. Run Installation Wizard. Complete the installation by accepting the default settings in the wizard.

Exercise 11.6 Creating and Deploying Planning Applications

Creating Planning Data Sources

In Workspace, select Navigate, then Administer, then Classic Application Administration, and then Planning Administration.

Click Manage Data Source, and then Create Data Source.

Create the data source with the following information:

Data source name: ST##PLN1 (where ST## refers to your user ID)

Data source Description: Planning data source 1

Use the following application database connection information:

Database platform: Oracle

Server:

Port: 1521

Database: ORCL

User: ST##PLN1 (where ST## refers to your user ID)

Password: hyperion

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Lesson 11 Accessing Planning in Workspace

OExercises

Use the following Essbase connection information:

Server:

User: admin

Password: hyperion

Validate both connections. When both connections are successfully established, click Finish.

Repeat the same steps to create the ST##PLN2 data source.

Create Planning Applications

In the bottom left pane, click Create Application.

Follow the steps in the wizard to create the PLAN1 application with the following property settings:

Data source: ST##PLN1

Application name: PLAN1

Description: Planning Application 1

Shared Services Project: MyGroup

Instance: PLANNING

Application Type: General

Calculation Module: Calculation Manager

Base Time Period: 12 Months

Fiscal Start Year: 2009

Fiscal Start Month: January

Weekly Distribution: Even Distribution

Total Years: 5

Default currency: USD

Multiple Currencies: Yes

Plan Type 1: Incstmt

Plan Type 2: Balsheet

When the application creation is completed, click Go to the new application: PLAN1.

The PLAN1 application shell is displayed.

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OCreating the Essbase Database

In PLAN1, select Administration, then Application, and then Create Database. Select to create the database and click Create. In the Manage Database window, click Create.

When the status displays Create Complete, click Finish.

Exercise 11.7 Configuring Smart ViewLaunch Microsoft Office Excel 2007 and select the Smart View tab.

On the Smart View ribbon, click Open, and select Shared Connections. Modify the Shared Services Connections URL to http://:19000/workspace/SmartViewProviders.

Connect with admin as the user name and hyperion as the password.

Connect to the HP-11.1.1.2 - Oracle Hyperion Planning, Fusion Edition Shared Connection and expand until you display the Forms and Task Lists folders for the Incstmt plan.

Switch to Private Connections and create a new connection with the following URL: http://:8300/HyperionPlanning/SmartView. Set the private connection as your default connection.

After the connection is created, connect and expand until you display the Forms and Task Lists folders for the Incstmt plan.

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Lesson 12 Verifying the Reporting Installation Exercises

OLesson 12 Verifying the Reporting Installation

Exercise 12.1 Connecting to Financial ReportingLaunch Workspace, and click Explore. Select Tools, and then Database Connection Manager.

Create a new database connection named PLAN1: Incstmt with the following settings:

Type: Planning

Server:

User ID: admin

Password: hyperion

Application: PLAN1

Database Connection: Incstmt

Exercise 12.2 Connecting to Web AnalysisFrom Workspace, select Tools, then Links, and then Web Analysis Studio. When prompted, select to install the required Web Analysis components, accepting all defaults.

Create a new database connection to Analytic Services with the following settings:

Database Server:

User ID: admin

Password: hyperion

Applications: Incstmt

Save your connection as Incstmt.

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Lesson 13 Moving Classic Applications to Performance Management Architect Exercises

OLesson 13 Moving Classic Applications to Performance Management Architect

Exercise 13.1 Moving PLAN1 to Performance Management ArchitectIn Workspace, select Navigate, then Administer, and then Application Upgrade. Follow the steps in the Application Upgrade Wizard to upgrade PLAN 1 to Performance Management Architect. Refresh the page until the status shows 100% Completed.

Exercise 13.2 Accessing PLAN1 in Application LibraryIn Workspace, select Navigate, then Administer, and then Application Library. Verify that the PLAN1 application is displayed.

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Lesson 14 Performing System Maintenance Exercises

OLesson 14 Performing System Maintenance


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Lesson 15 Performing Migrations with Lifecycle Management Exercises

OLesson 15 Performing Migrations with Lifecycle Management

Exercise 15.1 Migrating Artifacts

Extracting Artifacts from a Zip File

Open Windows Explorer and navigate to D:\oracle\Middleware\user_projects\epmsystem1. Minimize Windows Explorer.

Use 7-Zip File Manager to extract plan1.zip to D:\oracle\Middleware\user_projects\epmsystem1\import_export\admin@Native Directory.

Verify that the following folders were extracted under D:\oracle\Middleware\user_projects\epmsystem1\import_export\admin@Native Directory:

app

calc

epma

users

Migrating from a File System

Launch Shared Services Console and expand File System.

Define and execute migrations for the following file system folders, in the order listed:

1. epma

2. users

3. calc

4. app

In the Application Management pane, select epma under File System. Select all artifacts and define the migration. Follow the steps in the Migration Wizard.

After setting migration definition options, execute the migration and launch the Migration Status Report. Refresh the page until the status shows Completed.

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OFor epma, enter the following destination options:

Dimension Import Mode: Merge

Deploy After Import: Selected

Instance Name: PLANNING

Shared Services Project: MyGroup

Data Source: ST##PLN2

Create Outline: Selected

For app, set the destination application to MyGroup:Hyplan.

Migrating to a File System

In the Application Management pane, select PLAN1 under MyGroup. Select all artifacts and define the migration. Follow the steps in the Migration Wizard and set the file system folder name to myplan1.

Refresh Shared Services Console and expand File System. The myplan1 migration file system folder is displayed.

Open Windows Explorer and navigate to D:\oracle\Middleware\user_projects\epmsystem1\import_export\admin@Native Directory. Verify that the myplan1 folder is displayed. Open the myplan1 subfolders to review the file system content. Close Windows Explorer.

Exercise 15.2 Review Imported ArtifactsIn Shared Services Console, display the Native Directory users to display the imported users.

In Workspace, open Hyplan. In the left pane, expand Forms and select Verify BR. From the view pane, select Verify App. The Verify App data form is displayed.

Exercise 15.3 Loading DataOpen Windows Explorer and navigate to CF\data. Locate the following data files:

Incstmt.txt

Balsheet.txt

Minimize Windows Explorer.

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OOpen and log on Start Administration Services Console.

In the left pane, locate the Hyplan application under your Essbase Server.

Right-click Incstmt and select Load data. Select to find the Incstmt.txt data file in the file system. Ensure that you select the Abort on Error prior to running the data load.

Repeat the same steps for Balsheet, and minimize Administration Services Console.

In Workspace, open Hyplan. Open the Standard Expenses data form in the Income Statement data form folder.

Select the following POV members and click Go:

Georgia

Budget

FY11

Draft 1

Log off Workspace and close Internet Explorer.

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Oracl

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UExercise Solutions

OverviewThis section contains step-by-step solutions to successfully complete all exercises. Solutions are grouped by lesson.

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Lesson 1 Introduction to Planning Solutions

OLesson 1 Introduction to Planning


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Lesson 2 Preparing the Installation Environment Solutions

OLesson 2 Preparing the Installation Environment

Solution 2.1 Reviewing Classroom Hardware Specifications1. On your desktop, select Start, then Settings, and then Control Panel.

2. Double-click System to display the System Properties dialog box.

3. On the General tab, review the system information.

4. Select the Advanced tab.

5. In the Performance section, click Settings.

6. On the Visual Effects tab, ensure that Adjust for best performance is selected.

7. Select the Advanced tab.

8. For Process scheduling, ensure that Programs is selected.

9. For Memory usage, ensure that Programs is selected.

10. In the Virtual memory section, click Change.

11. Verify that drive D has an allotment of 12288MB for both initial and maximum sizes.

12. Click OK to close the Virtual Memory dialog box.

13. Select the Data Execution Prevention tab.

14. If not already selected, click Turn on DEP for essential Windows programs and services only.

15. Click OK to close the Performance Options dialog box.

16. Click OK to close the System Properties dialog box.

NOTE: WARNING. If you are prompted to restart, click Yes. If you manually reboot your environment, ensure that you select Restart. Do NOT select Shutdown.

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OSolution 2.2 Connecting to the Controller PCThere are two controller PCs in the classroom. The instructor will assign half of the installer PCs to each controller PC. By default, all installer PCs will connect to controller PC1. If you have been selected by the instructor to point to controller PC2, you must run a batch file to update your TNSNAMES.ORA file.

Your instructor will assign you a student number and a controller PC used throughout the class exercises.

1. Fill in your controller PC, student number, and installer PC information

NOTE: You can refer to this information while working on succeeding exercises in class.

2. Perform an action:

a. If the instructor has selected you to point to controller PC2, proceed to step 3.

b. If the instructor has not selected you to point to controller PC2, proceed to step 5.

3. Open Windows Explorer and navigate to D:\CF\scripts.

NOTE: IMPORTANT: Perform steps 3 and 4 only if you have been selected to connect to controller PC2. Otherwise, proceed to step 5.

4. Double-click update_tnsnames_controller_PC2.bat.

The host entry in TNSNAMES.ORA is updated to connect to controller PC2.

5. Verify that the host entry in your TNSNAMES.ORA matches the controller PC assigned to you by performing the following actions:

a. Select Start, and then Run.

b. Type cmd and the press Enter to open a command prompt.

c. Type tnsping ORCL and press Enter.

Controller PC:

Student #:

Installer PC:

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Od. Verify that the host entryis set the controller PC assigned to you. For example:

TNS Ping Utility for 64-bit Windows: Version 11.1.0.7.0 - Production on 24-AUG-2010 19:18:52

Copyright (c) 1997, 2008, Oracle. All rights reserved.

Used parameter files:

Used TNSNAMES adapter to resolve the alias

Attempting to contact (DESCRIPTION = (ADDRESS = (PROTOCOL = TCP)(HOST = edabr10p1.us.oracle.com)(PORT = 1521)) (CONNECT_DATA = (SERVER = DEDICATED) (SERVICE_NAME = orcl.us.oracle.com)))

OK (20 msec)

6. On your desktop, double-click the SQL Developer icon.

7. If you are prompted with first-time settings, perform the following actions:

a. If prompted to migrate settings, click Yes.

b. Accept the default migration user directory settings, and click OK.

c. Click OK to close the Configure File Type Associations dialog box.

d. Clear the Show the tips at startup check box, and click Close.

8. Right-click Connections and select New Connection.

9. Enter the following connection information, and click Test:

Connection Name: ORCL

Username: sys

Password: hyperion

Save Password: Selected

Role: SYSDBA

Connection Type: Basic

Hostname:

Port: 1521

SID: ORCL

Status: Success is displayed on the lower left of the dialog box.

10. If the connection fails, make the necessary revisions and click Test.

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O11. Click Save.

12. Click Connect.

13. On the Connections tab, expand ORCL.

14. Minimize SQL Developer.

15. On the Connections tab, expand ORCL, and then Other Users.

16. Scroll down until you find the ST## users.

17. Locate the following users that correspond to your student number:

18. Close SQL Developer.

EPM System Product UsersShared Services ST##HSS

Reporting and Analysis Framework ST##BI

Performance Management Architect ST##EPMA

Calculation Manager ST##CALC

Administration Services and Essbase Studio ST##ESS

Financial Data Quality Management USERS

ERP Integrator ST##ERPI

Planning (System) ST##PLN

Planning (Applications) ST##PLN1, ST##PLN2, ST##PLN3, ST##PLN4, ST##PLN5, ST##PLN6, ST##PLN7

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Lesson 3 Preparing the Software Requirements Solutions

OLesson 3 Preparing the Software Requirements

Solution 3.1 Accessing Classroom Installation Files1. Open Windows Explorer.

2. In the Folders pane, expand drive D, and then CF.

3. In the Folders pane, click install.

The EPM System installation files are displayed in the right pane.

4. In the Folders pane, click ghostscript.

The installation files for AFPL Ghostscript are displayed in the right pane.

5. In the Folders pane, click lcm.

The migration files are displayed in the right pane.

6. In the Folders pane, click scripts.

The hyperion_DB.sql and batch files are displayed in the right pane.

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Lesson 4 Installing Product Components Solutions

OLesson 4 Installing Product Components

Solution 4.1 Installing Required Third-Party Software1. Open Windows Explorer.

2. In the Folders pane, expand drive D, then CF, and then ghostscript.

3. In the right pane, locate gs851w32.exe.

4. Double-click gs851w32.exe to launch the Ghostscript installer.

5. Click Setup.

6. Accept the defaults, and click Install.

When the installation is completed, the Ghostscript shortcut folder is displayed.

7. Close the Ghostscript shortcut folder.

Solution 4.2 Installing Planning Product Components1. In Windows Explorer, navigate to the CF folder.

2. In the right pane, right-click, select New, and select Folder.

3. Name the folder response, and press Enter.

4. In the Folders pane, navigate to CF\install.

5. In the right pane, locate installTool.cmd.

6. Double-click installTool.cmd.

7. When prompted to select a language, accept the default (English) and click OK.

8. Review the Welcome page contents, and click Next.

9. On the Destination page, change the drive letter of the default home directory to D and click Next.

10. On the Installation Type page, select New Installation, then Choose components individually, and click Next.

11. On the Product Selection page, click the Uncheck All checkbox.

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Lesson 4 Installing Product Components Solutions

O12. Select the following components, and click Next:

Foundation (all components)

Planning (all components)

Essbase

NOTE: Install all Essbase components except for Integration Services.

Reporting and Analysis

NOTE: Install Framework, Financial Reporting, and Web Analysis only.

13. On the Confirmation page, click Save.

14. Navigate to the CF\reponse folder.

15. Enter silent.xml as the file name, and click Save.

16. On the Confirmation page, click Next.

The installation may take several minutes.

17. Click Finish.

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Lesson 5 Configuring Shared Services

OSolutions


Solution 5.1 Configuring Shared Services

Configuring Common Settings

1. On your desktop, select Start, then Programs, then Oracle EPM System, then Foundation Services, and then EPM System Configurator.

TIP: Create a desktop shortcut for EPM System Configurator for easy access.

2. Click the Uncheck All checkbox.

3. Ensure that the following Hyperion Foundation tasks are selected:

Common Settings

Configure Database

Configure Oracle Configuration Manager

4. Click Next.

5. Ensure that the Perform 1st-time configuration of database option is selected.

6. Configure the Shared Services database with the following connection information, and click Next:

Database Type: Oracles Driver (Thin)

Server:

Port: 1521

SID: ORCL

Username: ST##HSS (where ST## refers to your user ID)

Password: hyperion

7. Select Create Windows services for configured components, and click Next.

NOTE: SSL and mail servers are not configured in this class.

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Lesson 5 Configuring Shared Services Solutions

O8. Clear I wish to receive security updates via My Oracle Support, and click Next.

9. When prompted to confirm, click Yes.

10. In the Connection Failed dialog box, select the I want to remain uninformed of critical issues in my configuration check box and click Continue.

TIP: When configuring EPM System in your business environment, Oracle recommends that you subscribe to critical updates through My Oracle Support.

11. Set the Shared Services admin user password to hyperion, and click Next.

12. On the Confirmation page, review the components to be configured and click Save.

13. Navigate to the CF\response folder.

14. Enter config01.xml as the filename and click Save.


16. On the Summary page, when the status is displayed as Completed, click Task Panel.

Deploying Shared Services to the Application Server

1. In EPM System Configurator, click the Uncheck All checkbox.

2. Select the following Hyperion Foundation tasks and click Next:

Configure Web Server


3. Select Define a new domain to deploy the web applications, and enter the following connection information:

Domain name: EPMSystem

Admin Port: 7001

Admin user: admin

Admin Password: Hyperion1

Confirm Admin Password: Hyperion1

4. Click Next.

5. Review the Application Server Deployment component and port information, accept all default entries, and click Next.

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O6. On the Configure Web Server page, accept all default entries, and click Next.





The configuration may take several minutes to complete.

11. When the task status is displayed as Completed, click Finish.

Solution 5.2 Configuring User Directories1. Open Windows Services and scroll down to locate the following service:



NOTE: In some cases, the Oracle Process Manager (ohinstance###) may be different from what is noted in this guide. You can continue with the suceeding steps using that instance number. However, take note of the number. You will be updating the startup/stop service scripts in a later exercise.

2. Right-click Hyperion Foundation Services Managed Server, and select Start.

3. Repeat step 2 for Oracle Process Manager (ohsInstance1649849633).

4. Close Windows Services.

5. Launch Shared Services Console in Internet Explorer by navigating to the following URL:

http://:28080/interop

6. Enter admin as the user name, hyperion as the password, and click Log On.

7. Select Administration, and then Configure User Directories.

8. On the Provider Configuration tab under Configure User Directories, click New.

9. Select Microsoft Active Directory (MSAD), and click Next.

10. In the Name text box, enter MSAD.

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11. In the Host Name text box, enter the Controller PC host name.

O12. Next to the Base DN text box, click Fetch DNS.

13. Verify that Trusted is selected.

14. In the User DN text box, enter cn=ST##,cn=Users.

15. Select Append Base DN.

16. In the Password text box, enter hyperion.

17. Click Next.

18. Enter the unique identifier cn=ST## and click Auto Configure.

19. Accept the default values, and click Save.

20. Click OK.

21. Verify that the MSAD directory search order is set to 1.

22. Click Save.

23. Click OK.

24. Click Log Out.

25. If you are prompted to log out, click Yes.

26. Open Windows Services and scroll down to locate the following service:


27. Right-click Hyperion Foundation Services Managed Server, and select Restart.

28. Close Windows Services.

TIP: After restarting Hyperion Foundation Services Managed Server in Windows Services, wait a couple of minutes before launching Shared Services Console.

29. Launch and log on to Shared Services Console.

30. In the view pane, expand User Directories and MSAD, and select Users.

31. Click Search.

The MSAD users are displayed.

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OSolutions

Solution 5.3 Creating Native Users and Groups1. In the Shared Services Console view pane, expand User Directories and Native

Directory, and select Users.

2. Right-click Users, and select New.

3. On the Create User page, enter lcorso as the user name.

4. Enter password as the password.

5. Reenter the password in the Confirm Password text box.

6. Click Save.

7. Optional: Perform the following actions to add more users:

a. Click Create Another.

b. Repeat steps 4 through 7 to create the following users, and set the passwords to password:

bbalkan

iadler

8. Click OK after saving.

9. Click Search to display the Native users.

Solution 5.4 Creating Application Groups1. In the Shared Services Console view pane, right-click Application Groups and select

New.

2. In the Name text box, enter MyGroup.

3. Click Finish.

4. Click OK.

5. Click Logout.

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Lesson 6 Configuring Performance Management Architect and Calculation Manager Solutions

OLesson 6 Configuring Performance Management Architect and Calculation Manager

Solution 6.1 Configuring Performance Management Architect1. On your desktop, select Start, then Programs, then Oracle EPM System, then Foundation

Services, and then EPM System Configurator.


3. Select the following Hyperion Foundation - Performance Management Architect tasks:

Configure Database


4. Click Next.

5. Select the Perform 1st-time configuration of database option.

6. Configure the Performance Management Architect database with the following connection information, and click Next:


Server:

Port: 1521

SID: ORCL

Username: ST##EPMA (where ST## refers to your user ID)

Password: hyperion







12. When the task status is displayed as Completed, click Task Panel.

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Lesson 6 Configuring Performance Management Architect and Calculation Manager Solutions

OSolution 6.2 Configuring Calculation Manager1. Click the Uncheck All checkbox.

2. Select the following Hyperion Foundation - Calculation Manager tasks:

Configure Database


3. Click Next.


5. Configure the Performance Management Architect database with the following connection information, and click Next:


Server:

Port: 1521

SID: ORCL

Username: ST##CALC (where ST## refers to your user ID)

Password: hyperion








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Lesson 7 Configuring Essbase Solutions

OLesson 7 Configuring Essbase

Solution 7.1 Configuring Essbase Components1. On your desktop, select Start, then Programs, then Oracle EPM System, then Foundation



3. Select the following Essbase tasks:

Provider Services


Studio

Configure Database

Essbase Administration Services

Configure Database


Essbase

Essbase Custom Configuration

4. Click Next.


6. Configure the Essbase database with the following connection information and click Next:


Server:

Port: 1521

SID: ORCL

Username: ST##ESS (where ST## refers to your user ID)

Password: hyperion


8. Accept the default Essbase Server Configuration settings, and click Next.

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Lesson 7 Configuring Essbase

OSolutions







Solution 7.2 Accessing Administration Services Console1. Open Windows Services and scroll down to locate the following service:


2. If not already started, right-click Hyperion Foundation Services Managed Server and select Start.

3. Repeat steps 1 and 2 for the following services:



4. Close or minimize Windows Services.

5. On your desktop, select Start, then Programs, then Oracle EPM System, then Essbase, then Essbase Administration Services, and then Start Administration Services Console.

TIP: Create a desktop shortcut for Administration Services Console for easy access.

6. Enter the following log on information, and click OK:

Administration Server:

Username: admin

Password: hyperion

7. Expand Enterprise View, and then Administration Servers.

8. Verify that your machine is listed under Administration Servers, and Connected is displayed next to it.

9. Expand Users, and verify that admin is listed.

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Lesson 7 Configuring Essbase Solutions

OSolution 7.3 Adding Essbase Servers1. In the left pane, right-click Essbase Servers.

2. Select Add Essbase Server.

3. From the Essbase node drop-down list, select your installer PC name.

4. Accept admin as the user name, and verify that Use Single Sign On is selected.

5. Click OK.

An Essbase server node is displayed under Essbase Servers.

6. In the left pane, expand Essbase Servers, then , and then Applications.

7. Verify that the sample applications are displayed.

8. Select File, and then Exit.

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Lesson 8 Configuring Planning Solutions

OLesson 8 Configuring Planning

Solution 8.1 Configuring Planning1. On your desktop, select Start, then Programs, then Oracle EPM System, then Foundation



3. Select the following Planning tasks:

Configure Product Options

Configure Database


4. Click Next.

5. On the Separately licensed products panel, select the following products and click Next:

Capital Expenditures Planning

Public Sector Planning and Budgeting

Workforce Planning


7. Configure the Planning database with the following connection information, and click Next:


Server:

Port: 1521

SID: ORCL

Username: ST##PLN (where ST## refers to your user ID)

Password: hyperion




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Lesson 8 Configuring Planning Solutions

O11. Enter config06.xml as the filename and click Save.




Solution 8.2 Managing Clusters1. On the Task Selection panel, select the Manage Planning Clusters for Planning and click

Next.

2. On the Planning Cluster Management panel, select Create Cluster and click Next.

3. Enter the following cluster information, and click Next:

Cluster Name: PLANNING

Web Tier Host Name:

Server Port: 8300

Activate Cluster: Selected







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Lesson 9 Configuring Financial Reporting, Web Analysis, and Workspace Solutions

OLesson 9 Configuring Financial Reporting, Web Analysis, and Workspace

Solution 9.1 Configuring Reporting and Analysis1. On your desktop, select Start, then Programs, then Oracle EPM System, then Foundation



3. Select the following Reporting and Analysis tasks:

Configure Database

Configure Financial Reporting Server


4. Click Next.


6. Configure the Reporting and Analysis database with the following connection information, and click Next:


Server:

Port: 1521

SID: ORCL

Username: ST##BI (where ST## refers to your user ID)

Password: hyperion

7. Accept the default settings for configuring RA Framework Services, and click Next.





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Lesson 9 Configuring Financial Reporting, Web Analysis, and Workspace Solutions

O12. On the Confirmation page, click Next.



Solution 9.2 Configuring the Workspace Web Server1. Click the Uncheck All checkbox.

1. On the task panel, select the Configure Web Server task for Hyperion Foundation.

2. Click Next.

3. Review the locations specified on the Configure Web Server panel, and click Next.







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Lesson 10 Troubleshooting the EPM System Installation

OSolutions

Lesson 10 Troubleshooting the EPM System Installation

Solution 10.1 Running EPM System Diagnostics1. Select Start, then Programs, then Oracle EPM System, then Foundation Services, then

epmsystem1, and then EPM System Diagnostics.

EPM System Diagnostics is displayed in a separate window.

2. When the utility finishes running, locate and review the diagnostic tests that failed.

NOTE: You can rerun EPM System Diagnostics after all services have successfully started.

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Lesson 11 Accessing Planning in Workspace Solutions

OLesson 11 Accessing Planning in Workspace

Solution 11.1 Setting Services to Start Manually

Verifying the ohsinstance Number

1. Open Windows Services.

2. Locate the Oracle Process Manager (ohsInstance##########) service.

3. Perform one of the following actions:

a. If your ohsinstance number is 1649849633, skip the remaining steps and proceed to the next exercise (Changing service start-up types)

b. If you have a different instance number, complete the proceeding steps.

4. Open Windows Explorer and navigate to D:\CF\scripts.

5. Right-click the set_services_manual.bat file and select Edit.

6. Locate the following line:

sc config "OracleProcessManager_ohsInstance1649849633" start= demand

7. Replace the instance number with the number in your services window.

8. Select File, and then Save.


10. Right-click the start_hyperion_foundation_services.bat file and select Edit.


net start "OracleProcessManager_ohsInstance1649849633"


13. Select File, and then Save.


15. Right-click the stop_hyperion_foundation_services.bat file and select Edit.


net stop "OracleProcessManager_ohsInstance1649849633"


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O18. Select File, and then Save.


Changing service start-up types

1. Open Windows Services.

2. Locate the following services:




OracleMTSRecoveryService

Oracled_oracle_middle~1_epmsys~1d_oracle_middleware_user_projects_epmsystem1ConfigurationManager





Hyperion Provider Services - Web Application










Notice that some services are set to automatic and have already started.

3. In D:\CF\scripts, double-click set_services_manual.bat.

4. Return to Windows Services.

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O5. Select Action, and then Refresh.

6. Locate the services noted in step 2.

7. If any of the services listed in step 2 have status set to Automatic, perform the following actions:

Right-click the service and select Properties.

From the Startup type drop-down list, select Manual.

If enabled, click Stop.

Click Apply, and then click OK.

8. Close the Services window.

Solution 11.2 Accessing the Services Batch File1. Open Windows Explorer, and navigate to CF\scripts.

2. Locate the following files, and copy them to your desktop:

Start_EPMSystem.bat

Stop_EPMSystem.bat

3. Close Windows Explorer.

4. On your desktop, right-click Start_EPMSystem.bat and select Edit.

By default, the batch file is opened in Notepad.

5. Review the contents of the script file.

6. When finished, select File, then Exit.

7. If prompted to save, click No.

8. On your desktop, right-click Stop_EPMSystem.bat and select Edit.

By default, the batch file is opened in Notepad.

9. Review the contents of the script file.

10. When finished, select File, then Exit.

11. If prompted to save, click No.

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OSolution 11.3 Starting Services1. Double-click Start_EPMSystem.bat to start services.

2. Open Windows Services and verify that the following services are started:







Hyperion Provider Services - Web Application











3. Minimize Windows Services.

Solution 11.4 Accessing Workspace1. Start Internet Explorer, and enter the following URL: http://:19000/workspace.

TIP: Bookmark the Workspace URL for easy access.

2. In the User Name text box, enter admin.

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O3. In the Password text box, enter hyperion, and click Log On.

Workspace is displayed.

Solution 11.5 Installing Smart View1. In Workspace, select Tools, then Install, and then Smart View.

2. Click Run.

3. When the security warning is displayed, click Run.

4. Select English, and click OK.

5. Review the Welcome panel, and click Next.

6. Accept the default location, and click Next.

7. Click Install.

Smart View is installed.

8. Click Finish to close the wizard.

Solution 11.6 Creating and Deploying Planning Applications

Creating Planning Data Sources

1. In Workspace, select Navigate, then Administer, then Classic Application Administration, and then Planning Administration.

Classic Application Wizard is displayed.

2. Click Manage Data Source.

3. Click Create Data Source.

4. Enter ST##PLN1 (where ST## refers to your user ID) as the data source name.

5. Enter Planning data source 1 as the data source description.

6. From the Select Database Platform drop-down list, select Oracle.

7. In the Application Database area, enter the following information and click Validate Database Connection:

Server:

Port: 1521

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O Database: ORCL

User: ST##PLN1 (where ST## refers to your user ID)

Password: hyperion

8. In the Essbase Server area, enter the following information and click Validate Essbase Connection:

Server:

User: admin

Password: hyperion

9. When both connections are successfully established, click Finish.

10. Repeat steps 3 through 9 to create the ST##PLN2 data source.

Creating Planning Applications

1. In the bottom left pane, click Create Application.

2. From the Data Source drop-down list, select ST##PLN1.

3. Enter PLAN1 as the application name.

4. Enter Planning Application 1 as the description.

5. From the Shared Services Project drop-down list, select MyGroup.

TIP: Shared Services Projects are the same as Shared Services Application Groups.

6. From the Instance drop-down list, select PLANNING.

TIP: Planning Instances are the same as Planning Clusters.

7. From the Application Type drop-down list, select General.

8. From the Calculation Module dropown list, select Calculation Manager.

9. Click Next.

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O10. For the base time period, select 12 Months and make the following calendar selections:

Fiscal Start Year: 2009

Fiscal Start Month: January

Weekly Distribution: Even Distribution

Total Years: 5

11. Click Next.

12. Review the selections, and accept the defaults on the Currency tab.

TIP: By default, USD is selected as the default currency and multiple currencies are supported.

13. Click Next.

14. On the Plan Types tab, clear all selections except for Plan Type 1 and Plan Type 2.

15. Enter the following plan names and click Next:

Plan Type 1: Incstmt

Plan Type 2: Balsheet

16. Review the application settings, and click Finish.

The application creation process may take several minutes.

17. On the confirmation page, click Go to the new application: PLAN1.

The empty PLAN1 application is displayed.

Creating the Essbase Database

1. In PLAN1, select Administration, then Application, and then Create Database.

2. Select the Database check box, and click Create.

3. In the Manage Database window, click Create.

The Cube Refresh status is displayed.

4. When the status displays Create Complete, click Finish.

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Lesson 11 Accessing Planning in Workspace

OSolutions

Solution 11.7 Configuring Smart View1. Select Start, then Programs, then Microsoft Office, and then Microsoft Office Excel 2007.

A blank worksheet is displayed in Excel.

2. Select the Smart View tab.

3. On the Smart View ribbon, click Open, and select Smart View Panel.

4. On the Smart View Panel, select Shared Connections.

5. Click Modify.

6. In the Shared Services Connections URL text box, enter http://:19000/workspace/SmartViewProviders and click OK.

7. In the Connect to Data Source dialog box, enter admin as the user name and hyperion as the password.

8. Click Connect.

9. From the Shared Connections drop-down list, select HP-11.1.1.2 - Oracle Hyperion Planning, Fusion Edition.

10. Expand , and then PLAN1.

The Forms and Task Lists folders for the Incstmt plan are displayed.

11. Click the Switch To icon next to Shared Connections, and select Private Connections.

12. Next to the Private Connections drop-down list, click the arrow down icon and select Create New Connection.

13. In the URL field, enter http://:8300/HyperionPlanning/SmartView.

14. Select Set as default connection.

15. Click Next.

A list of accessible servers is displayed in Add Connection - Application/Cube.

16. Expand Servers, and then .

17. Expand PLAN1, and select Incstmt.

18. Click Next.

19. Enter Incstmt as the name for the connection, and click Finish.

20. From the Private Connections drop-down list, select Planning-.

21. Expand PLAN1 - Incstmt.

The Forms and Task Lists folders for the Incstmt plan are displayed.

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Lesson 12 Verifying the Reporting Installation Solutions

OLesson 12 Verifying the Reporting Installation

Solution 12.1 Connecting to Financial Reporting1. Launch Workspace, and click Explore.

2. Select Tools, and then Database Connection Manager.

3. Click New.

4. In the Database Connection Name text box, enter PLAN1: Incstmt.

5. In the Type list, select Planning.

6. In the Server text box, enter your installer PC name.

7. In the User ID text box, enter admin.


9. In the Application text box, enter PLAN1.

10. In the Select Database Connection text box, enter Incstmt.

11. Click OK.

12. Click Close.

Solution 12.2 Connecting to Web Analysis1. From Workspace, select Tools, then Links, and then Web Analysis Studio.

2. When prompted, select to install the required Web Analysis components, accepting all defaults.

3. When the installation is complete, click OK.

Web Analysis Studio is displayed.

4. Select File, then New, then Database Connection, and then Analytic Services.

5. In the Database Server text box, enter your installer PC name.

6. In the User ID text box, enter admin.


8. Click Next.

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Lesson 12 Verifying the Reporting Installation Solutions

O9. In the Available Applications list, select Incstmt under PLAN1, and click Finish.

The Save As dialog box is displayed.

10. In the File Name text box, enter Incstmt, and click OK.

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Lesson 13 Moving Classic Applications to Performance Management Architect Solutions

OLesson 13 Moving Classic Applications to Performance Management Architect

Solution 13.1 Moving PLAN1 to Performance Management Architect1. In Workspace, select Navigate, then Administer, and then Application Upgrade.

Application Upgrade Wizard is displayed in a separate window.

2. Review the Welcome panel, and click Next.

3. In the Application Summary panel, verify that the PLAN1 application can be upgraded, and click Next.

4. In the Application Selection panel, perform the following actions:

a. In the Upgradable Application list, select PLAN1, and click the right-arrow button to move it to the Application to Upgrade list.

b. Click Next.

5. Review the upgrade summary, and click Finish.

The wizard is closed and Job Console is displayed.

6. Click Refresh to update the status of the application upgrade process.

7. Verify that the job status is Completed.

Solution 13.2 Accessing PLAN1 in Application Library1. In Workspace, select Navigate, then Administer, and then Application Library.

2. Verify that the PLAN1 application is displayed.

The application is now a Performance Management Architect application.

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Lesson 14 Performing System Maintenance Solutions

OLesson 14 Performing System Maintenance


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