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Hyperion Solutions Corporation

Hyperion PlanningRelease 3.0

Administrator’s Guide

D450630000

Copyright 2001-2002 Hyperion Solutions Corporation. All rights reserved.

Hyperion and Essbase are registered trademarks, and the “H” logo and Hyperion Solutions are trademarks of Hyperion Solutions Corporation.

U.S. Patent Number: 5,359,724

All other brand and product names are trademarks or registered trademarks of their respective holders.

No portion of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, for any purpose other than the purchaser’s personal use, without the express written permission of Hyperion Solutions Corporation.

Notice: The information contained in this document is subject to change without notice. Hyperion Solutions Corporation shall not be liable for errors contained herein or consequential damages in connection with the furnishing, performance, or use of this material.

Hyperion Solutions Corporation 1344 Crossman Avenue Sunnyvale, CA 94089

Printed in the U.S.A.

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Contents

Preface ......................................................................................................................... xv

Chapter 1: Using Hyperion Planning............................................................ 23

Hyperion Planning ........................................................................................................... 23

Hyperion Planning Web Client ................................................................................ 24

Hyperion Planning Spreadsheet Add-in ................................................................... 24

Components of Hyperion Planning .................................................................................. 25

Hyperion Essbase ............................................................................................................. 25

Hyperion Reports ............................................................................................................. 25

Hyperion Application Link .............................................................................................. 26

Hyperion Business Rules ................................................................................................. 26

Hyperion Analyzer ........................................................................................................... 27

User Licensing for Third-Party Software......................................................................... 27

Hyperion Planning Usage Scenario ................................................................................. 28

Deployment .............................................................................................................. 28

Setting Up the Application ....................................................................................... 29

Creating Metadata ............................................................................................ 30

Setting Up Users and Security ......................................................................... 31

Creating and Refreshing the Application ......................................................... 32

Designing Data Entry Forms............................................................................ 33

Designing Spreadsheets.................................................................................... 34

Populating the Application with Data .............................................................. 35

Creating Business Rules................................................................................... 35

Setting Targets.................................................................................................. 36

Reporting.......................................................................................................... 37

Initializing the Planning Cycle ......................................................................... 38

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Building a Plan.......................................................................................................... 38

Launching Business Rules ........................................................................................ 40

Starting the Budget Review Process ......................................................................... 41

Post-Planning Activities............................................................................................ 43

Chapter 2: Getting Started with Hyperion Planning ............................. 45

Starting Hyperion Essbase ................................................................................................ 45

Starting the Relational Database....................................................................................... 45

Optimizing an SQL Relational Database .................................................................. 45

Creating the Properties File....................................................................................... 46

Configuring JDBC Connection Pooling ................................................................... 46

Starting Hyperion Planning on the Desktop ..................................................................... 47

Using the Toolbar, Status Bar, and Navigation Frame ............................................. 47

Starting Hyperion Planning on the Web........................................................................... 49

Using Application Servers ................................................................................................ 49

Registering a Server .................................................................................................. 50

Unregistering a Server .............................................................................................. 50

Closing Hyperion Planning and Hyperion Essbase .......................................................... 51

Chapter 3: Creating an Application ............................................................... 53

Prerequisites...................................................................................................................... 53

Overview........................................................................................................................... 53

Creating Applications with the Setup Assistant ............................................................... 54

Using the Select Workspace Frame .......................................................................... 55

Creating the Calendar................................................................................................ 56

Defining the Base Time Period and Monthly Distribution Spread .................. 56

Defining the Calendar Range............................................................................ 57

Setting Up Currencies ............................................................................................... 58

Setting Up Plan Types............................................................................................... 59

Saving the Application.............................................................................................. 59

Creating Additional Applications ..................................................................................... 60

Using Applications ........................................................................................................... 60

Opening Applications ............................................................................................... 60

Deleting Applications ............................................................................................... 61

Closing Applications................................................................................................. 63

Unlocking Applications ............................................................................................ 63

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Using Broadcast Messaging ............................................................................................. 64

Viewing Usage Statistics .................................................................................................. 66

Creating Application Databases ...................................................................................... 67

Optimizing the Performance of Currency Conversion Calc Scripts......................... 69

Refreshing Application Databases............................................................................ 70

Scheduling Application Databases to be Refreshed ................................................. 72

Optimizing Application Performance............................................................................... 76

Dense and Sparse Dimensions.................................................................................. 76

Allocating Memory for Supporting Detail Cache..................................................... 78

Backing Up Applications and Application Databases...................................................... 78

Backing Up the Application in Hyperion Essbase.................................................... 79

Backing Up the Application ............................................................................. 79

Backing up the Security File ............................................................................ 79

Backing up Configuration Settings .................................................................. 80

Backing Up the Relational Database for Hyperion Planning and Hyperion Reports 80

Backing Up the Microsoft SQL Server Repository.......................................... 80

Backing up IBM DB2 Repository .................................................................... 81

Backing Up an Oracle Repository .................................................................... 81

Backing Up the Required Components of Hyperion Planning................................. 82

Backing Up Hyperion Application Link................................................................... 83

Backing Up Hyperion Business Rules...................................................................... 83

Chapter 4: Moving and Copying Applications......................................... 85

Migrating an Application ................................................................................................. 85

Migrating a Hyperion Planning Application ............................................................ 85

Migrating Hyperion Business Rules Data ................................................................ 87

Migrating Hyperion Reports ..................................................................................... 87

Copying a Hyperion Planning Application ...................................................................... 89

Chapter 5: Setting Up Security ........................................................................ 93

About Access Rights and Security ................................................................................... 93

About External Authentication Providers ........................................................................ 93

About Windows NT LAN Manager (NTLM) .......................................................... 94

About LDAP Authentication .................................................................................... 95

Configuring for External Authentication.......................................................................... 95

Editing the Application Properties............................................................................ 96

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When the Web Application Server is Installed on a UNIX System ......................... 98

Configuring NTLM Authentication.................................................................. 99

Configuring the Properties File....................................................................... 100

Configuring the NTLM Authentication Server .............................................. 101

Modifying Properties for LDAP or MSAD ............................................................ 102

Configuring the Authentication Provider ....................................................... 102

Configuring the User Provider........................................................................ 104

Enabling LDAP Authentication...................................................................... 105

Configuring DCOM........................................................................................................ 105

About Hyperion Planning Security................................................................................. 106

User Types ...................................................................................................................... 107

Administrator .......................................................................................................... 107

Setting Up Multiple Administrators for an Application with One Owner ..... 108

Interactive User ....................................................................................................... 108

Planner .................................................................................................................... 109

View Users...................................................................................................... 109

User Types and Tasks ............................................................................................. 110

Setting Up Users ............................................................................................................ 111

Search Order for Users............................................................................................ 111

Adding Users From the Web .................................................................................. 112

Importing Users With a Utility ............................................................................... 113

Creating the Text File ..................................................................................... 113

Importing Users .............................................................................................. 114

Modifying Users ..................................................................................................... 115

Deleting Users......................................................................................................... 116

Implementing User Security ................................................................................... 116

Importing Access Rights................................................................................................. 117

Setting Up Groups .......................................................................................................... 119

Adding Groups........................................................................................................ 119

Modifying Groups................................................................................................... 120

Managing Groups.................................................................................................... 121

Deleting Groups ...................................................................................................... 121

Modifying Passwords ..................................................................................................... 122

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Assigning Access Rights ................................................................................................ 123

Setting Up Hyperion Essbase Security as Defined by Hyperion Planning............. 124

Setting Up Security for Business Rules .................................................................. 126

Setting Security on Business Rules in Hyperion Essbase .............................. 126

Setting Security on Business Rules in the HBR Repository .......................... 126

Setting Up Security in Hyperion Reports ............................................................... 127

Chapter 6: Setting Up Multiple Alias Tables ........................................... 129

About Alias Tables ......................................................................................................... 129

Adding Alias Tables ....................................................................................................... 130

Copying Alias Tables ..................................................................................................... 130

Clearing Alias Tables ..................................................................................................... 131

Renaming Alias Tables................................................................................................... 131

Deleting Alias Tables ..................................................................................................... 132

Selecting an Alias Table ................................................................................................. 132

Chapter 7: Setting Up the Calendar and Currencies .......................... 135

Customizing the Calendar .............................................................................................. 135

Defining How Calendars Roll Up........................................................................... 135

Creating Summary Time Periods............................................................................ 136

Modifying Summary Time Periods ........................................................................ 137

Deleting Summary Time Periods............................................................................ 138

Expanding and Collapsing the Hierarchy ............................................................... 139

Adding Years to the Calendar................................................................................. 139

Changing the Current Year or Period ..................................................................... 140

Converting Currency Values .......................................................................................... 140

Enabling Multiple Currencies......................................................................... 140

Working with Multiple Currencies................................................................. 141

About the Calculate Currencies Calc Script ................................................... 142

Exchange Rate Types ..................................................................................... 142

Triangulation .................................................................................................. 143

Scaling ............................................................................................................ 143

Number Formatting ........................................................................................ 143

Reporting Currencies ...................................................................................... 144

Seeing How a Currency is Used ..................................................................... 145

Adding Currencies .......................................................................................... 145

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Modifying Currencies ..................................................................................... 147

Deleting Currencies ........................................................................................ 148

Setting Up Exchange Rates..................................................................................... 149

About Exchange Rate Tables.......................................................................... 149

Hsp_Rates Dimension..................................................................................... 150

Triangulation................................................................................................... 150

Calculation Method......................................................................................... 150

Setting Up Exchange Rate Tables .................................................................. 151

Modifying Exchange Rate Tables................................................................... 154

Deleting Exchange Rate Tables ...................................................................... 154

Chapter 8: Setting Up Custom Dimensions ............................................ 157

Working with Dimensions .............................................................................................. 157

About Dimensions and Members............................................................................ 157

About Sparse and Dense Dimensions ..................................................................... 157

About Dimension Hierarchies................................................................................. 158

Working with Custom Dimensions ................................................................................ 160

Aggregation Options ............................................................................................... 160

Storage Options....................................................................................................... 161

Expanding Dimensions and Members .................................................................... 162

Collapsing Dimensions and Members .................................................................... 162

Finding Dimensions or Members............................................................................ 163

Saving Changes to Dimensions and Members........................................................ 164

Restoring Dimension and Member Properties ........................................................ 164

Concurrent Usage.................................................................................................... 165

Working with the Entity Dimension............................................................................... 165

Working with Shared Members .............................................................................. 165

Assigning Access Rights to Shared Members ................................................ 166

Entity Members and Plan Types ............................................................................. 167

Base Currency ......................................................................................................... 168

Adding Entity Members.......................................................................................... 168

Defining Advanced Properties for Entity Members ............................................... 170

Modifying Entity Members..................................................................................... 171

Deleting Entity Members ........................................................................................ 173

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Working with the Account Dimension........................................................................... 174

Account Members and Plan Types ......................................................................... 174

Account Types ........................................................................................................ 174

Saved Assumptions................................................................................................. 176

Data Type and Exchange Rate Type....................................................................... 177

Adding Account Members...................................................................................... 177

Defining Advanced Properties for Account Members ........................................... 180

Modifying Account Members................................................................................. 181

Deleting Account Members .................................................................................... 183

Working with User-Defined Custom Dimensions ......................................................... 184

Adding User-Defined Custom Dimensions ............................................................ 185

Modifying User-Defined Custom Dimensions ....................................................... 186

Adding User-Defined Custom Dimension Members ..................................... 187

Modifying User-Defined Custom Dimension Members ................................ 189

Deleting User-Defined Custom Dimension Members ................................... 190

Defining Advanced Properties for User-Defined Dimensions and Members ........ 191

Working with Members.................................................................................................. 191

Assigning Access Rights to Members .................................................................... 192

Modifying Access Rights ....................................................................................... 193

Deleting Access Rights ........................................................................................... 194

Moving Members within the Dimension Hierarchy ............................................... 194

Working with Attributes................................................................................................. 195

Defining Attributes ................................................................................................. 196

Modifying Attributes .............................................................................................. 197

Deleting Attributes.................................................................................................. 197

Working with Attribute Values ...................................................................................... 198

Defining Attribute Values....................................................................................... 198

Assigning Attribute Values to Members ................................................................ 199

Modifying Attribute Values.................................................................................... 200

Deleting Attribute Values ....................................................................................... 201

Using Attributes and Attribute Values ........................................................................... 202

Using Attributes and Attribute Values in Hyperion Planning Data Entry Forms .. 202

Using Attributes and Attribute Values in Hyperion Application Link................... 203

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Chapter 9: Setting Up Scenarios and Versions..................................... 205

About Scenarios and Versions........................................................................................ 205

Setting Up Scenarios....................................................................................................... 205

Creating Scenarios .................................................................................................. 206

Time Periods ................................................................................................... 206

Exchange Rate Table ...................................................................................... 206

Access Rights.................................................................................................. 207

Adding a Scenario........................................................................................... 207

Modifying a Scenario...................................................................................... 208

Deleting a Scenario ......................................................................................... 209

Copying a Scenario ......................................................................................... 209

Setting Up Versions........................................................................................................ 210

Target and Bottom Up Versions ..................................................................... 211

Adding a Version ............................................................................................ 211

Modifying a Version....................................................................................... 212

Deleting a Version .......................................................................................... 213

Viewing Versions ........................................................................................... 214

Copying Versions ........................................................................................... 214

Setting Access Rights for Scenarios and Versions ......................................................... 215

Assigning Access Rights to Members ............................................................ 216

Modifying Access Rights for Members.......................................................... 216

Deleting Access Rights for a Member ............................................................ 217

Chapter 10: Loading Members and Data .................................................. 219

Importing Custom Dimension Members ........................................................................ 219

Quick Steps for Importing Custom Dimension Members ...................................... 220

Using Hyperion Application Link .................................................................................. 220

Using Flow Diagrams ............................................................................................. 221

Flow Diagram Workspace .............................................................................. 221

Creating an Adapter Process........................................................................... 222

Using the Hyperion Planning Adapter .................................................................... 222

Loading and Updating Shared Members ........................................................ 222

Loading Attribute Values................................................................................ 222

Adding a Hyperion Planning Adapter ............................................................ 223

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Using the Hyperion Essbase Adapter ..................................................................... 224

Adding a Hyperion Essbase Adapter.............................................................. 224

Importing Multiple Currency Application Data ............................................. 225

Using the Flat File Adapter..................................................................................... 225

Flat File Load File .......................................................................................... 226

Adding a Flat File Adapter ............................................................................. 226

Connecting Ports..................................................................................................... 227

Running an Adapter Process................................................................................... 228

Importing Data................................................................................................................ 228

Loading Data Files.................................................................................................. 229

Data Load File Example ......................................................................................... 230

Chapter 11: Using Data Entry Forms.......................................................... 231

About Data Entry Forms ................................................................................................ 231

Forms and Plan Types ............................................................................................ 231

Forms and Access Rights........................................................................................ 232

Forms and Currencies ............................................................................................. 232

Designing a Form for Multiple Currencies............................................................. 233

Forms and Versions ................................................................................................ 233

Forms and Attributes .............................................................................................. 233

Forms and Shared Members ................................................................................... 233

Understanding the Composition of a Form .................................................................... 234

Point of View.......................................................................................................... 234

Page Axis ................................................................................................................ 234

Rows and Columns ................................................................................................. 234

Managing Forms and Folders ......................................................................................... 234

Creating Form Folders ............................................................................................ 235

Moving Form Folders ............................................................................................. 236

Deleting Form Folders ............................................................................................ 236

Creating Forms ............................................................................................................... 237

Setting Form Properties .......................................................................................... 237

Setting the Row and Column Layout...................................................................... 238

Adding Column Definitions ................................................................................... 240

Adding Row Definitions......................................................................................... 240

Changing Column Definitions ................................................................................ 241

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Changing Row Definitions...................................................................................... 241

Selecting Members.................................................................................................. 241

Selecting Attribute Values as Members .................................................................. 244

Creating Asymmetric Rows and Columns.............................................................. 244

Defining the Page and POV .................................................................................... 245

Setting a Form’s Display Options........................................................................... 246

Adding Fonts................................................................................................... 249

Using Business Rules ..................................................................................................... 250

Selecting Business Rules ........................................................................................ 250

Setting Properties of Business Rules ...................................................................... 251

Using Run-Time Prompts ....................................................................................... 252

Enabling Run-Time Prompts .......................................................................... 253

Previewing a Form.......................................................................................................... 253

Assigning Access to a Form ........................................................................................... 253

Assigning Access to a Form.................................................................................... 254

Changing Access to a Form .................................................................................... 254

Modifying Forms ............................................................................................................ 255

Moving Forms ................................................................................................................ 256

Deleting Forms ............................................................................................................... 257

Chapter 12: Managing the Budgeting Process...................................... 259

About the Budgeting Process.......................................................................................... 259

Planning Units......................................................................................................... 259

Starting the Review Process.................................................................................... 262

Entity Hierarchy...................................................................................................... 262

Enabling E-mail Notification .................................................................................. 263

Chapter 13: Customizing Hyperion Planning Web Client ................ 265

Customizing the Hyperion Planning Web Home Page................................................... 265

Customizing Cascading Style Sheets.............................................................................. 266

Customizing Text............................................................................................................ 267

Customizing Text in Non-Latin Languages.................................................... 268

Restricted Characters .............................................................................................. 270

Customizing Hyperion Planning When Using WebLogic and UNIX .................... 270

Customizing Hyperion Planning When Using Apache Tomcat ............................. 270

Customizing Colors and Images ..................................................................................... 271

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Customizing the Colors, States, and Actions for Process Status.................................... 272

Customizing the Colors .......................................................................................... 273

Customizing the States ........................................................................................... 273

Customizing the Actions......................................................................................... 275

Chapter 14: Troubleshooting.......................................................................... 277

Currency Conversion Calc Script Failed ........................................................................ 277

500 Error Message.......................................................................................................... 277

JRun Server Connection Refused................................................................................... 279

Manage Database Errors................................................................................................. 280

File Naming Convention ................................................................................ 281

Setting Environment Variables....................................................................... 282

Restore Navigation Icons in Hyperion Planning 2.0 ...................................................... 282

java/rmi/Naming Error ................................................................................................... 283

Missing Hyperion Planning Adapter.............................................................................. 284

Slow Performance When Opening Large Forms............................................................ 284

Unable to Create Application Error................................................................................ 285

Unsuccessful Login ........................................................................................................ 286

JRun Evaluation Period Expired, Outdated, or Missing................................. 286

Incorrect JDBC Driver (SQL) ........................................................................ 286

Incorrect JDBC Driver (Oracle) ..................................................................... 287

Classes Zip Files Missing (Oracle)................................................................. 287

Restore or Move an Application..................................................................................... 288

Unable to Find Properties File........................................................................................ 289

Error: "database locked by another administrator" ........................................................ 290

Glossary..................................................................................................................... 291

Index ............................................................................................................................ 301

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■ xvHyperion Planning Administrator’s Guide

Preface

Welcome to the Hyperion Planning Administrator’s Guide. This preface discusses the following topics.

● “Purpose” on page xv

● “Audience” on page xvi

● “Document Structure” on page xvi

● “Related Documentation” on page xvii

● “Online Help” on page xviii

● “Online Guides” on page xviii

● “Conventions” on page xviii

● “Additional Support” on page xix

PurposeThis guide shows you how to create and maintain planning applications in Hyperion Planning, as well as set up dimensions, scenarios, versions, the calendar, currencies, exchange rates, alias tables, data entry forms, reports, budgeting assumptions, users, groups, and security rights. The Hyperion Planning Administrator’s Guide also steps you through uploading data from and downloading data to Hyperion Planning. It explains the Hyperion Planning concepts and procedures that you need to use the software.

Performance optimization information, troubleshooting information, and details on how Hyperion Planning interacts with and is enhanced by other Hyperion products is also included.

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Hyperion Planning Administrator’s Guide

AudienceThis guidehelp system is for planning administrators who are responsible for the following tasks:

● Creating and maintaining planning applications

● Setting up dimensions, scenarios, versions, currencies, exchange rates, alias tables, the calendar, users, groups, and their security rights

● Initiating and managing the budget process

● Creating data entry forms, Spreadsheet Add-in worksheets, and reports

● Uploading data to and downloading data from Hyperion Planning

● Customizing the Web interface

Please note that at this time, customers in North America have access to the Hyperion Download Center. Any references in the documentation to the Hyperion Download Center apply only if you have access.

Document StructureThis document contains the following information:

Chapter 1, “Using Hyperion Planning,” introduces Hyperion Planning and other Hyperion products that are used to enhance and extend Hyperion Planning’s functionality and performance.

Chapter 2, “Getting Started with Hyperion Planning,” describes how to start Hyperion Essbase server, start and navigate Hyperion Planning, and register application servers for use with Hyperion Planning.

Chapter 3, “Creating an Application,” describes how to create an application in Hyperion Planning using the Setup Assistant and how to schedule a refresh of existing applications.

Chapter 4, “Moving and Copying Applications,” describes how to migrate an existing Hyperion Planning application from one server to another and to copy and rename an application on the same server.

Chapter 5, “Setting Up Security,” describes how to set up and enable the authentication providers that Hyperion Planning supports, how to add users and groups to an application, and how to assign access rights to those users and groups.

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Chapter 7, “Setting Up the Calendar and Currencies,” describes how the calendar rolls up, which currencies are used in an application, and how currencies are converted.

Chapter 6, “Setting Up Multiple Alias Tables,” describes how to set up and maintain multiple alias tables within a Hyperion Planning application.

Chapter 8, “Setting Up Custom Dimensions,” describes how to work with user-defined custom dimensions, the Entity dimension, the Account dimension, and the members, attributes, and attribute values within each of the dimensions.

Chapter 9, “Setting Up Scenarios and Versions,” describes how to create scenarios to group the application into separate plans with their own review cycles. This chapter also describes how to create versions, which allow for many iterations of a plan.

Chapter 10, “Loading Members and Data,” describes how to populate Hyperion Planning applications with members and data from external systems.

Chapter 11, “Using Data Entry Forms,” describes how to create, modify, and manage data entry forms and the folders in which they are stored.

Chapter 12, “Managing the Budgeting Process,” describes the concept of a planning unit and its life cycle through the review process.

Chapter 13, “Customizing Hyperion Planning Web Client,” describes how to customize different aspects of the Hyperion Planning Web interface.

Chapter 14, “Troubleshooting,” describes common errors when using Hyperion Planning and potential resolutions for those errors.

The Glossary defines terms related to Hyperion Planning.

The Index contains a list of Hyperion Planning terms with page references.

Related DocumentationThe following documentation is available for Hyperion Planning:

● Hyperion Planning Installation Guide, which describes installing, upgrading, and configuring Hyperion Planning.

● Hyperion Planning Installation Checklist, which provides a quick reference of the installation process.

● Hyperion Planning Readme, which describes late-breaking product information.

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● Hyperion Planning New Features, which describes new features in this release of the product.

● Hyperion Business Rules Administrator’s Guide, which describes creating and launching business rules and integrations.

Online HelpTo access online help from the Hyperion Planning Desktop, select Help > Contents. To access online help from Hyperion Planning on the Web, click the Help link. To print an online Help topic, display the topic and select File > Print Topic.

Online GuidesThe online guides are electronic versions of the printed documentation.

➤ To display an online guide, do one of the following:

● From the Hyperion Planning Desktop, select Help > Online Guide.

● Navigate to the directory where Hyperion Planning is installed. Select Hyperion Planning\Documentation and double-click the .PDF file that you want to display.

● From the Hyperion Planning Desktop, select Help > Contents. From the online help table of contents, select Online Guide.

ConventionsThe following table shows the conventions used in this document:

Table i: Conventions Used in This Document

Item Meaning

Arrows indicate the beginning of a procedure consisting of sequential steps.

Brackets [ ] In examples, brackets indicate that the enclosed elements are optional.

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Bold Bold text indicates words or characters that you type exactly as they appear on the page. Bold in procedural steps highlights major interface elements.

CAPITAL LETTERS Capital letters denote commands and various IDs. (Example: CLEARBLOCK command)

Example text Courier font indicates that the material shown is a code or syntax example.

Ctrl + 0 Keystroke combinations shown with the plus symbol (+) indicate that you should press the first key and hold it while you press the next key. Do not type the + symbol.

Courier italics Courier italic text indicates a variable field in command syntax. Substitute a value in place of the variable shown in Courier italics.

Italics Italics in a product-related term in the body of a book indicates that the term is also included in the glossary of the book.

Ellipses (...) Ellipsis points indicate that text has been omitted from an example.

Mouse orientation This document provides examples and procedures using a right-handed mouse. If you use a left-handed mouse, adjust the procedures accordingly.

Menu options Options in menus are shown in the following format: Menu name > Menu command > Extended menu command

For example: File > Desktop > Accounts

n, x The variable n indicates that you must supply a generic number; the variable x indicates that you must supply a generic letter.

Table i: Conventions Used in This Document (Continued)

Item Meaning

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Additional SupportIn addition to providing documentation and online help, Hyperion offers the following support for product information.

How to Order Printed DocumentationTo order printed documentation:

● Visit the Hyperion Solutions Web site at http://www.hyperion.com.

● In the United States, call Hyperion Solutions Customer Support at 877-901-4975.

● From outside the United States, including Canada, call Hyperion Solutions Customer Support at 203-703-3600. Clients who are not serviced by support from North America should call their local support centers.

Education ServicesHyperion offers a variety of training options, including instructor-led training, custom training, and eTraining. This education covers all Hyperion applications and technologies and is geared to administrators, end users, and information systems (IS) professionals.

Instructor-led training is delivered in formats and in locations suited to Hyperion’s diverse, global customers. Hyperion Authorized Training Centers are certified to deliver courses developed by Hyperion. Custom Education Services—training on the configured and tailored applications that employees use on the job—is another option to enhance user productivity and to ensure smooth day-to-day operations. A service called eTraining—including computer-based training, Web-based training, and interactive Virtual Classroom training—provides a cost-effective means of giving users a hands-on introduction to product features and functions. Computer-based training (CBT) and Web-based training (WBT) provide high-quality, self-paced training at the user’s convenience, regardless of location.

For more information about training, contact your Regional Education Manager or visit the Hyperion Solutions Web site at http://www.hyperion.com to see a list of all training classes.

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Consulting ServicesHyperion Consulting Services assists customers in maximizing the use of, and the return on investment in, Hyperion products. Experienced Hyperion consultants and Hyperion Alliance Partners assist organizations in tailoring solutions to their particular requirements, such as reporting, analysis, modeling, and planning.

Specific services include implementation consulting, custom business solutions, data integration, and technical consulting. Additionally, Hyperion offers a variety of Services Packages and Reviews.

For more information about Consulting Services, Services Packages and Reviews, as well as the services offered by Alliance Partners, contact your local consulting services representative, or visit the Hyperion Solutions Web site at http://www.hyperion.com to see a list of all Hyperion Alliance Partners.

Technical SupportHyperion provides Web-based and telephone support to ensure that clients resolve product issues quickly and accurately, This support is available for all Hyperion products at no additional cost to clients with a current maintenance agreement.

● For Web-based support, or to see complete information on available support options, visit the Hyperion Solutions Web site at http://www.hyperion.com.

● In the United States, call 877-901-4975 for Hyperion Solutions Customer Support.

● From outside the United States, including Canada, call Hyperion Solutions Customer Support at 203-703-3600. Clients who are not serviced by support from North America should call their local support centers.

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■ 23Hyperion Planning Administrator’s Guide

1

Chapter

1Using Hyperion Planning

This section introduces Hyperion Planning and other Hyperion products that are used to enhance and extend Hyperion Planning’s functionality and performance.

Hyperion Planning Hyperion Planning is a Web-based budgeting and planning solution that drives collaborative, event-based operational planning processes throughout the organization for a wide range of financial and operational needs. Hyperion Planning is a comprehensive approach for the complete and closed-loop planning process that drives continuous business improvement. With Hyperion Planning, all decision makers and front-line managers can communicate which course of action to take and get budget holders to collaborate so that the planning process is optimized and efficient. When a material event occurs that causes a change in direction, planners have the flexibility to adapt rapidly, ensuring that plans are relevant and useful.

More specifically, Hyperion Planning:

● Facilitates collaboration, communication, and control across multi-divisional global enterprises

● Provides a framework for perpetual planning, with attention to managing volatility and frequent planning cycles

● Provides ease of use and deployment through the Web or the Hyperion Planning Spreadsheet Add-in

● Lowers the total cost of ownership through a shorter roll out and implementation phase, and easier maintenance for existing applications

● Enhances decision-making with reporting, analysis, and planning

● Promotes modeling by including complex business rules and allocations

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● Integrates with other systems to load data (through Hyperion Application Link)

Hyperion Planning Web Client Hyperion Planning provides complete functionality for the Web user, including reporting and analysis, process management, form design, and user and group management. Hyperion Planning offers a Web interface so companies can easily roll out the application to large, distributed planning organizations without having to install software on client computers. For the Web interface users, all software resides on the server. Built using a high-performance, scalable architecture, Hyperion Planning lowers the total cost of ownership and simplifies deployment to many users who have access to the application anytime, anywhere.

Hyperion Planning Spreadsheet Add-in The Hyperion Planning Spreadsheet Add-in lets you design worksheets in Microsoft Excel that you can use for entering, formatting, analyzing, and reporting on data in a Hyperion Planning application.

The Hyperion Planning Spreadsheet Add-in:

● Lets you work with Hyperion Planning applications using a familiar worksheet interface

● Provides user security, so you can see and change only data to which you have access rights

● The Hyperion Planning Spreadsheet Add-in enforces the data security overrides associated with the current owner of a planning unit, ensuring controlled budget reviews and revisions

● Lets you work with data while offline (that is, while you are not logged on to a Hyperion Planning application). For example, you can manipulate and analyze data based on various scenarios until you commit the data to the Hyperion Planning application by logging on to it and saving and calculating the values

Note: Hyperion Planning Spreadsheet Add-in is not recommended for deployment and connectivity on a wide area network (WAN).


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Components of Hyperion Planning To extend the power and flexibility of Hyperion Planning, you can use it with the following Hyperion products, which are included with Hyperion Planning:

● Hyperion Essbase

● Hyperion Reports

● Hyperion Application Link

● Hyperion Business Rules

You can also use Hyperion Planning with Hyperion Analyzer, which you can purchase separately.

Hyperion Essbase Hyperion Planning runs on top of Hyperion Essbase and leverages Hyperion Essbase’s robust analytic and calculation capabilities, security filters, APIs, pre-built financial intelligence, calculation functions and multi-cube application support. Hyperion Planning capitalizes on OLAP and data warehouse technologies by embedding powerful analysis, enhanced scalability, and data management functionality into a purpose-built planning application. Hyperion Planning stores the application definition in a relational database and then uses this information to create the necessary Hyperion Essbase databases and security privileges for your application.

Hyperion Reports Hyperion Reports is a management reporting solution for analysis applications that transforms data into meaningful business information by delivering highly formatted reports to the organization. Users can build their own reports without IT assistance and deliver them through a variety of channels, including the Internet. Hyperion Reports meets a wide range of reporting needs on multidimensional data, including profit-and-loss statements, balance sheets and statutory reporting. Hyperion Reports integrates with and extends the capabilities of Hyperion Planning.

Hyperion Planning users can use Hyperion Reports to manage reporting tasks and carry out all aspects of plan review and analysis. Users can easily create reports featuring text, grids of data, charts, graphs, and images. Hyperion Reports makes

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it easy to carry out real-time, ad hoc variance reporting and quickly produce a variety of sophisticated financial reports, which can be viewed online or printed with production-quality formatting.

Hyperion Application Link Hyperion Application Link is a suite of application integration services that dramatically reduces the time and expense of integrating external source data with Hyperion’s business analysis software. Using Hyperion Application Link, organizations can quickly deploy flexible, adaptable, and reusable integration solutions that seamlessly and transparently connect Hyperion’s business analysis software with various data sources.

You can use Hyperion Application Link to load data values, accounts, entities, and custom dimensions from any flat file or ODBC-compliant database into Hyperion Planning. You can also use Hyperion Application Link to load the same data into Hyperion Planning directly from an Enterprise Resource Planning (ERP) system such as SAP, J.D. Edwards World, or J.D. Edwards OneWorld.

Hyperion Application Link provides you with a graphical user interface that makes it easy to seamlessly integrate data from your source system into Hyperion Planning. It includes a wizard, called Hyperion Translation Manager, that helps you map your source data into Hyperion Planning equivalents.

Hyperion Business Rules Hyperion Business Rules is an underlying component of Hyperion Planning, which provides comprehensive support for planning needs of global finance organizations. Hyperion Business Rules is a graphical tool that guides users through the creation, maintenance, customization, documentation, and execution of sophisticated calculations and business models in a variety of analytic applications, such as product and customer profitability, budgeting and planning, financial management, and customer relationship management.

Hyperion Planning users can use Hyperion Business Rules to create, launch, edit, and organize allocation processes and business rules. Business users select and initiate allocations, create new data, and analyze results. Hyperion Business Rules offers the following benefits:

● Ease of use - the clear and intuitive graphical interface simplifies the creation of complex business rules


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● Enhanced calculation scripts - run-time prompts that include valid inputs and guidelines for budget preparers

● Documentation - automatic creation of printable documentation of business rules and calculations

● Time-saving methods - pre-defined and re-usable formulas to define unique cost and revenue business rules

● Low maintenance - logical organization and naming of business rules into sets

Hyperion Analyzer Hyperion Analyzer is an online analytical processing (OLAP) analysis, presentation, and reporting solution for the enterprise. Using Hyperion Analyzer with Hyperion Planning enables organizations to quickly deploy a wealth of highly graphical, interactive analysis applications for sales analysis, key performance measurement, product profitability analysis, forecasting, and promotional effectiveness across multiple operations.

Hyperion Analyzer provides the ease of use, analytical power, and deployability that is required to globally implement analysis applications. By leveraging the performance, scalability, and power of Hyperion Planning and Hyperion Essbase, Hyperion Analyzer allows organizations to deliver information to large user communities at a low cost.

User Licensing for Third-Party SoftwareTo use Hyperion Planning, you are required to purchase licenses from the appropriate third-party vendors. Examples of necessary third-party software include:

● Relational database such as Oracle, IBM DB2, or Microsoft SQL Server

● Web application servers (such as JRun, WebLogic, WebSphere, and Tomcat)

● JDBC drivers

● Adobe Acrobat Writer

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Hyperion Planning Usage Scenario The following section outlines the ways in which Hyperion Planning may be used, and the type of users that perform the various tasks.

Deployment The IT professional at the customer site is responsible for the installation and configuration of Hyperion Planning on both the server computers and the client workstations. The IT professional should have experience administering relational databases, installing client/server and Web server software, and configuring authentication security.

The following table lists the installation and configuration tasks that need to be performed on the server computers.

Table 1: Server Installation Users and Tasks

User Type Task

IT professional Installs all Hyperion Planning system requirements, including operating systems, relational database, Web server, application server, and browser

IT professional Installs Hyperion Essbase

IT professional Sets up the data source name (DSN) for the OLAP and relational databases

IT professional Installs Hyperion Planning, as well as Hyperion Reports, Hyperion Application Link, and Hyperion Business Rules

IT professional Creates necessary relational databases and connections

IT professional Configures the Web server

IT professional Sets up users in an external authentication provider

IT professional Optional: Creates a test application and adds users

IT professional Tests the installation and configuration


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The following table lists the installation and configuration tasks that need to be performed on the client computers.

Setting Up the Application Setting up the application consists of the following activities:

● Creating metadata

● Setting up users and security

● Generating the database

● Designing data entry forms

● Designing spreadsheets (optional)

● Populating the application with data

● Creating business rules

● Setting the planning targets

● Reporting on the data

● Starting the planning cycle

The following sections provide more detail on each aspect of setting up the application.

Table 2: Client Installation Users and Tasks

User Type Task

IT professional Installs the Hyperion Planning remote Windows client, as well as the Hyperion Essbase run-time client, the Hyperion Planning Spreadsheet Add-in, Microsoft Excel 2000, Hyperion Business Rules, Hyperion Reports, and Hyperion Application Link

IT professional Installs a Web browser

IT professional Tests the connection from both the Web and the network

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Creating Metadata Hyperion consulting partners and the Hyperion Planning administrator work together to design an application. Once a design is agreed upon, an application framework is created using the Setup Application task on the Hyperion Planning Desktop. The person who creates the application is by default the application owner. There is only one application owner per application. However, the owner may grant ownership to another administrator. The application framework includes:

● Application name

● Number of plan types and the names of the plan types

● Calendar structure

● Whether or not the application is a multi-currency application

● Default currency

After the application framework is created, dimensions and members are added to the application and assigned to the appropriate plan type. There are up to eight required dimensions in an application:

● Currency (for multi-currency applications)

● HSP_RATES (for multi-currency applications)

● Accounts

● Entities

● Scenarios

● Versions

● Time Periods

● Years

Some examples of additional custom dimensions include Products, Customers, Employees, Sales Channels, and Projects.

Dimensions can be added manually through the tasks in Hyperion Planning Desktop. However, the metadata typically exists in another external system, such as a general ledger, and can be transformed and uploaded into Hyperion Planning using Hyperion Application Link and the Hyperion Planning Adapter.


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The administrator is involved in creating the metadata for Hyperion Planning applications.

Setting Up Users and Security An IT professional must set up users in and configure an external authentication provider before you add or import users in a Hyperion Planning application. For information, see “About External Authentication Providers” on page 93.

When accessing a Hyperion Planning application through Hyperion Business Rules or the Hyperion Planning Spreadsheet Add-in, the user is authenticated against Microsoft Windows NTLM. In these instances, there is the option to use the Windows password. Using Windows authentication also makes it easier to maintain user IDs and passwords. Typically, the IT professional is responsible for setting up and maintaining Windows security.

When you add users, there is an option to share the Windows password with Hyperion Planning and Hyperion Essbase. After individual users have been added to an application, user groups are usually set up within the application. Individual users are then assigned to various groups, based on their data access requirements.

You assign individual users or groups to secured objects. Secured objects include:

● Scenarios

● Versions

● Accounts

● Entities

● Custom Dimensions

Table 3: Creating Metadata - Users and Tasks

User Type Task

Administrator Designs and creates an application in Hyperion Planning

Administrator Defines metadata (currencies, scenarios, versions, calendar)

Administrator Enters exchange rates

Administrator Defines attribute dimensions and members

Administrator Loads custom dimensions using Hyperion Application Link

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● Web forms

● Business Rules

Note: Business rules do not support user groups.

Creating and Refreshing the Application The administrator creates and periodically refreshes the Hyperion Essbase OLAP outline and security structure for the Hyperion Planning application. The Hyperion Essbase OLAP outline and security structure are created based on the metadata that is stored in the Hyperion Planning application’s relational database.

Hyperion Planning programatically creates:

● A Hyperion Essbase application

● Multiple Hyperion Essbase databases (one per plan type)

● Hyperion Essbase security filers

● Hyperion Essbase outlines (all metadata)

– Members

– Shared members (Entity dimension only)

– User-defined attributes

– Attribute dimensions

Table 4: Setting Up Users and Security - Users and Tasks

User Type Task

IT professional Sets up all Hyperion Planning users with a supported external authentication provider

Administrator Add or imports externally-authenticated users in a Hyperion Planning application

Administrator Sets up groups and assigns individual users to the groups.

Administrator Assigns security to secured objects


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– Exchange rates

Designing Data Entry Forms Using the Web client, the administrators and interactive users can design, organize, and maintain Web data entry forms. Form design includes the following tasks:

● Naming and describing the form

● Determining form layout (which dimensions are assigned to which axis: columns, rows, POV, and page)

● Setting the precision of the displayed values

● Determining other form properties, including annotations on accounts, displaying missing data as blank, suppressing missing data, and showing the form fully expanded

● Selecting which members are assigned to the form

● Selecting members by their attributes

● Creating asymmetrical columns or rows

● Associating Hyperion Business Rules to a specific data entry form

● Creating form instructions

● Setting up the display or printing properties

● Assigning form access to Hyperion Planning users and/or groups

Table 5: Generating the Database - Users and Tasks

User Type Task

Administrator Creates and refreshes the Hyperion Planning application based on the metadata that is stored in the application’s relational database

Table 6: Designing Data Entry Forms - Users and Tasks

User Type Task

Administrator and interactive user

Creates and maintains data entry forms in Hyperion Planning


Creates and manages folders in Hyperion Planning for form management

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Designing Spreadsheets Any Hyperion Planning user can install the Hyperion Planning Spreadsheet Add-in to create data entry worksheets. These worksheets enable users to leverage their existing spreadsheet models, build custom formulas, and report formats in a spreadsheet environment, or to work in a disconnected mode from Hyperion Planning. Using the Spreadsheet Add-in, users can perform the following tasks:

● Design the worksheet layout (which dimensions are assigned to which form axis - columns, rows, POV, and page).

● Select the members and aliases that are assigned to the worksheet.

● Create asymmetrical rows or columns.

● Associate Hyperion Business Rules to a specific worksheet.


Assigns access rights to forms

Table 7: Designing Spreadsheets - Users and Tasks

User Task

Any user Creates and maintains worksheets using Hyperion Planning Spreadsheet Add-in

Table 6: Designing Data Entry Forms - Users and Tasks(Continued)

User Type Task


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Populating the Application with Data Administrators are the primary type of user involved in pre-populating the Hyperion Planning application with data. Interactive users can also assist in bulk loading data directly into the applications.

Creating Business Rules Both administrators and interactive users can design business rules using the graphical user interface in Hyperion Business Rules. Business rules vary by application, but typically they include:

● Allocation of costs among entities

● Revenue modeling

● Expense modeling

– Employee planning

– Depreciation planning

– Selling costs

– Manufacturing costs

● Balance sheet planning

Table 8: Populating the Application with Data - Users and Tasks

User Type Task


Performs bulk loads of actuals data, previous forecasts, and so forth, directly into Hyperion Planning databases using Hyperion Application Link with the Hyperion Essbase adapter or the Hyperion Essbase Application Manager

Any user type Enters values for global saved planning assumptions that are referenced in business rules

Any user type Enters data directly into the Hyperion Planning application through a Web-based data entry form or the Hyperion Planning Spreadsheet Add-in

Any user type Calculates and creates data using Hyperion Business Rules or by using the Web-based copy version capabilities

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– Capital expenditures

– Account receivables

● Sources and uses of cash

Business rules can be designed with run-time prompts and can also be set up to run as an allocation sequence.

Business rules can be exported to the Hyperion Essbase database as calculation scripts. Both calculation scripts and business rules that reside in the Hyperion Business Rules repository can be launched from Hyperion Planning Web. However, only calculation scripts can be launched from the Hyperion Planning Spreadsheet Add-in.

For more information on business rules, see “Using Business Rules” on page 250. For information on setting up access to business rules, see “Setting Up Security for Business Rules” on page 126.

Setting Targets Administrators need to set up target type versions for the Hyperion Planning application. A user’s access to target data is determined by their access right assignments. Typically, target data is stored in the upper levels of metadata, such as Business Unit, Product Family, or regional levels. The administrator needs to configure the Hyperion Essbase database so that the target data is not replaced by lower level #Missing values.

Table 9: Creating Business Rules - Users and Tasks

User Task


Creates models using Hyperion Business Rules


Assigns users access to the business rules


Exports business rules from the relational database to the Hyperion Essbase database as calculation scripts


Launches certain business rules to further populate the Hyperion Planning application (for example, Budget2 = Actual x 15%)


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Target data is typically used as guidance for data entry and analysis. Target data can be created by any type of user through various methods:

● Manual data entry

● Hyperion Application Link with the Hyperion Essbase adapter

● Modeling with Hyperion Business Rules

● Pushing targets down to lower level members using business rules.

Reporting Hyperion Reports allows you to create reports that can be used on a Windows client or a Web-enabled client. Web-enabled reports are available to all Hyperion Planning users who are using the Hyperion Reports Web Viewer.

Hyperion Reports works directly against the Hyperion Essbase databases and adheres to the Hyperion Essbase security filters that are generated by Hyperion Planning.

Table 10: Setting the Target - Users and Tasks

User Type Task

Administrator Adds a standard target type version

Administrator Assigns users access to the target version (typically, read-only access)

Administrator Configures the Hyperion Essbase database so that target data is not replaced by lower level #Missing values

Any user Creates target data

Administrator Publishes targets using Hyperion Reports

Any user Displays targets on data entry forms for guidance or input

Table 11: Reporting - Users and Tasks

User Type Task


Creates and launches management reports using Hyperion Reports

Any user Prints reports to verify the bulk data loads and calculations

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Initializing the Planning Cycle All users are involved in initializing the planning cycle at some level.

At this point, the application setup is complete.

Building a Plan Hyperion Planning users start the planning cycle by logging into an application and opening the Web data entry forms to which they have access. Users read any form instructions and review any historical or target data for guidance when preparing the plan. Users can enter data directly into the form, including summary time periods and spreading data values back to base time periods, adjusting existing data values by a percentage value, copying data from one grid area to another area, or copying data from one version to another version. Users can also collapse or expand subtotals and scroll horizontally or vertically and maintain their point of reference.

Users can enter annotations to document assumptions at the planning unit level or on accounts. Certain Web data entry forms, based on the form design, provide for shorter text annotations. For example, these may be used to describe variances to targets or actuals.

Any user Views reports through the Hyperion Reports Web Viewer throughout the planning cycle

Table 12: Initializing the Planning Cycle - Users and Tasks

User Type Task

Administrator Selects which planning units are available for the iterative review, analysis, and approval process

Any user Any user can indicate as a user preferences whether or not they want to receive an e-mail when they become an owner of a planning unit

Table 11: Reporting - Users and Tasks(Continued)

User Type Task


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Once data has been entered, users can save the data. Users can also select to restore the data they have entered to the last saved version of the data. In this case, all data that has been entered since the last save was performed is lost. Users may also save a personal version of the data by using the copy version feature before promoting the data for review and potential modifications. When data is saved, the following events occur:

● The data is saved to the Hyperion Essbase database.

● The subtotals on the data entry form are calculated and stored if the Calculate Form business rule is selected to run on save when the form is created. By default, this option is not selected.

● Any business rules that are set up to calculate automatically when users select to save is run.

The currently stored data values can be refreshed in the data entry form prior to saving the data. Users can also click the Launch Business Rules button to display all the associated business rules that can be launched from the form either before, or after the data is saved.

Table 13: Building a Plan - Users and Tasks

User Type Task

Any user with the appropriate security access

Accesses Web-based data entry forms


Reads form-level instructions for planning guidelines, and reviews any historical or target data for guidance when preparing a plan


Enters data


Adjusts data values


Enters annotations (for example, assumptions) for planning units

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Launching Business Rules The administrator or interactive user can create and launch business rules from the Hyperion Planning Desktop. Business rules can be created with run-time prompts or allocation sequences. After a business rule is exported to the Hyperion Essbase database, it can be launched from the Hyperion Planning Web client or Spreadsheet Add-in by any user. The business rules that are available to each user depend on that user’s access rights. Administrators and interactive users have access to all business rules in an application. Business rules that are associated with a Web data entry form or a Spreadsheet Add-in worksheet can be launched from that source.


Calculates business rules


Prints reports and analyses using the Hyperion Essbase Spreadsheet Add-in, Hyperion Reports, or third party reporting tools


Copies the version of data to another version within the same scenario


Saves the data

Table 14: Launching Business Rules - Users and Tasks

User Task

Administrator and interactive user with the appropriate security access

Launch business rules from the Hyperion Planning Desktop


Launch business rules from the Hyperion Planning Web client or Spreadsheet Add-in

Table 13: Building a Plan - Users and Tasks(Continued)

User Type Task


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Starting the Budget Review Process The administrator initializes the review process by starting selected planning units, or all planning units. The planning units that are started are considered to be in the First Pass state. Data is typically promoted for review after the user enters data, saves it, and calculates it. When users promote a planning unit, they enter an annotation that records their assumptions and they select the next owner or reviewer of the data. When a planning unit is promoted, the system automatically does the following:

● Assigns ownership to the selected user

● Overrides the security on the planning unit to read-only for non-owners

● Changes the planning unit’s process status from 1st Pass to Under Review

● Updates the status of the upper level (or lower level) planning units to “under review” as necessary

● Records an audit entry in the process history

● Optionally sends an e-mail notification to the new owner of the planning unit

● Optionally sends a copy of the e-mail to the application owner

During the review phase, the reviewer can make additional modifications or annotations. Read-only users can continue to enter planning unit annotations and short account annotations, but cannot enter data values. When the user keeps a personal copy of the original data, it is easier to track the data that has been modified. When a planning unit is promoted, the reviewer is the new owner and typically does the following:

● Receives and opens e-mail notification and is directed to the Workflow Tasks Web page in the Hyperion Planning application

● Sorts the Workflow Tasks status page by entity, current process state, or current owner

● Reviews annotations and planning unit history

● Opens the data entry form and reviews, analyzes, modifies, and calculates data

● Makes additional annotations (including short account annotations)

● Promotes or rejects the planning unit; the system supports iterations until the planning unit is approved

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Once a planning unit is approved, the application owner becomes the planning unit owner. An administrator is the only user who can reject a planning unit. To close the review cycle, the application owner or administrator changes either the scenario or version to read-only for all users so that no other data can be entered.

Table 15: Starting the Budget Review Process - Users and Tasks

User Task

Administrator Starts the planning unit for the planning cycle


Enters data

Any user Calculates data

Any user Optionally, creates a copy of their submission

Any user Promotes data for review

Any user Enters additional annotations to support the review process

Note: Until an owner is established for a planning unit, multiple users with security access can update the same planning unit. The system changes data access rights of the non-owners to read-only when the planning unit is promoted to the next reviewer.

Any user Notifies the reviewer that the planning unit is ready for review

Any user Reviews data values of the promoted planning unit

Any user Reads and modifies promoted data through a Web-based data entry form

Any user Saves and runs the business rules

Any user Reads promoted data using Hyperion Reports, Hyperion Essbase Spreadsheet Add-in, or third party reporting tools


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At this point, the process of building a plan is complete.

Post-Planning Activities The administrator and the interactive user are involved during the post-planning phase of using Hyperion Planning.

Any user Takes one or more of the following actions:

• Modifies data values

• Enters additional annotations

• Signs off on a planning unit, without changing ownership

• Promotes the planning unit

• Rejects the planning unit

• Approves the planning unit

Administrator Checks the status of the planning process, by the planning unit

Administrator Reads supporting annotations

Administrator Views the process history (audit trail)

Administrator Completes the planning cycle

Administrator Changes user access of scenarios and versions in Hyperion Essbase to read-only


Publishes reports using Hyperion Reports

Table 16: Post-Planning Activities - Users and Tasks

User Type Task


Uploads planning data by scenario to other applications, such as Hyperion Financial Management, a general ledger, or an ERP.

All users Copies a version of the newly completed plan to a new version.

Table 15: Starting the Budget Review Process - Users and Tasks(Continued)

User Task

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Performs a bulk load of the new actual data into a Hyperion Planning application to report on actual performance versus plan (for example, actual results versus budget).

All users Accesses a Web-based data entry form, Hyperion Reports, Hyperion Planning Spreadsheet Add-in, Hyperion Performance Scorecard, or third party reporting tools to read updates to actuals and analysis of performance to plan.

Table 16: Post-Planning Activities - Users and Tasks(Continued)

User Type Task


2

Chapter

2Getting Started with Hyperion Planning

This section describes how to start Hyperion Essbase server, start and navigate Hyperion Planning, and register application servers for use with Hyperion Planning.

Starting Hyperion Essbase The data for Hyperion Planning applications resides on the Hyperion Essbase server. Hyperion Essbase must be running before you can open Hyperion Planning applications. After Hyperion Essbase is started, it can be minimized and run in the background or run as a service.

Starting the Relational DatabaseA relational database must be running before you can open Hyperion Planning applications. After the relational database has been started, it can be minimized and run in the background or run as a service.

Optimizing an SQL Relational DatabaseYou can configure the SQL timeout value through the SQLTimeOut registry key setting. Depending on the size of your database records, some of the SQL queries issued by Hyperion Planning could take longer to execute than the default ADO timeout of 30 seconds. This could lead to a cube refresh failure. If you find this is the case, you can change the SQL timeout value to decrease the likelihood of a cube refresh failure.

➤ To optimize the SQL timeout value:

1. Select Start > Run.

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Getting Started with Hyperion Planning


2. In the Open text box, type regedit to open the Registry Editor.

3. Navigate to the following location:

HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Hyperion Planning\SQLTimeOut

If the Timeout registry key exists in the right pane, then the timeout value is set to a corresponding value. If the Timeout registry key does not exist, the value is set to the default.

Creating the Properties FileYou must create the Properties file in order to configure JDBC connection pooling parameters.

➤ To create the properties file:

1. Run the HspSetupSupport.exe file, which is located in the Program Files\Hyperion Solutions\Hyperion Planning\Utils directory.

2. From the Application Server drop-down list, select the application server you are using.

3. In the Hyperion Planning Path text box, enter the location of the new properties file.

4. From the Select a JDBC Driver drop-down list, select the JDBC driver you are using.

5. From the Select Database Language drop-down list, select the language of the database you are using.

6. Click Launch.

7. The HspJSHome.properties file is located in the path you specified.

8. Click Exit.

Configuring JDBC Connection PoolingYou can determine the minimum and maximum number of JDBC connection pools. How you configure these depends largely on the number of Hyperion Planning users that are accessing the relational database. For example, you can specify the minimum connection number in JDBC connection pool as one, and the maximum as five. Doing this creates one connection when a user logs on to


2


Hyperion Planning. An additional connection is created for the next four users who log on to Hyperion Planning, resulting in a total of five connections. Any additional users who log on will share the five existing connections.

➤ To configure the JDBC connection pool parameters:

1. Open the HspJSHome.properties file, which is located in the webapps\HyperionPlanning\Web-inf\classes directory within your Web Application Server directory.

Note: If this file does not exist, see “Creating the Properties File” on page 46 for instructions on creating the Properties file.

2. Change the minimum and maximum values in the following lines:

– JDBC_MIN_CONNECTIONS=1

– JDBC_MAX_CONNECTIONS=1

3. Save and close the properties file.

Starting Hyperion Planning on the Desktop You can start Hyperion Planning from the Microsoft Windows Desktop. You should have a basic understanding of the Microsoft Windows environment before you start using Hyperion Planning. For information on using Microsoft Windows, see the Microsoft Windows User's Guide.

➤ To start Hyperion Planning, do one of the following:

● From the Microsoft Windows Desktop, double-click the Hyperion Planning icon.

● From the Microsoft Windows Desktop, select Start > Programs > Hyperion Solutions > Hyperion Planning.

Using the Toolbar, Status Bar, and Navigation Frame You can show or hide various components on the Hyperion Planning Desktop such as the navigation frame, the toolbar, and the status bar. When a check mark displays next to a menu option, the component is displayed. When there is no check mark next to the menu option, the component is hidden.

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You can also quickly expand and collapse the tasks in the navigation frame. Hiding these components provides you with a larger workspace frame in which to use Hyperion Planning. Showing these components provides you with access to Hyperion Planning tasks. You must show the navigation frame to access any of the Hyperion Planning tasks.

There are three types of nodes in the navigation frame.

● The top-level nodes contain category nodes. Hyperion Planning is an example of a top-level node.

● The category nodes contain groupings of task nodes. Manage Dimensions is an example of a category node in the Hyperion Planning navigation frame.

● The task nodes appear underneath category nodes. Task nodes can be Hyperion applications, external applications, or external documents. Calendar is an example of a task node.

Figure 1: Desktop Navigation Frame

➤ To show or hide components on the Desktop, do one or all of the following:

● Select View > Navigation Frame > Show/Hide, or click the Navigation Frame toolbar button to show or hide the navigation frame.

● Select View > Toolbar to show or hide the toolbar.


2


● Select View > Status Bar to show or hide the status bar.

➤ To expand or collapse all tasks in the Desktop navigation frame, do one of the following:

● Select View > Navigation Frame > Expand All, or click the Expand All toolbar button to expand all tasks on the navigation frame.

● Select View > Navigation Frame > Collapse All, or click the Collapse All toolbar button to collapse all tasks on the navigation frame.

➤ To expand or collapse some of the tasks on the desktop navigation frame, select one of the category nodes and do one of the following:

● Select View > Navigation Frame > Expand Selected to expand the selected category node.

● Select View > Navigation Frame > Collapse Selected to collapse the selected category node.

Starting Hyperion Planning on the WebTo start Hyperion Planning on the Web, use your browser to access the URL where the Web application server is installed and communicate this URL to all Web users of Hyperion Planning applications. By default, the address is http://<computer name>[:port]/HyperionPlanning/LogOn.jsp where the <computer name> is the name of the computer hosting the Hyperion Planning Web server.

If you are using JRun, WebLogic, or Tomcat as an internal Web server, you need to add a port number to the URL. For JRun, use port number 8300. For WebLogic, use 7001. For Tomcat, use port number 8080.

Using Application ServersYou access Hyperion Planning applications through application servers. However, before you can access applications, you must first register the application servers on your workstation from within Hyperion Planning.

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Registering a Server

➤ To register a server:

1. From the left navigation frame on the Hyperion Desktop, double-click Hyperion Planning > Open Application.

2. From the Server drop-down list, select the server you want to register.

Note: A server must exist in the Windows NT domain before it can be registered.

3. Click Browse, .

4. In the Server text box, enter the name of the server you want to register.

5. Click Register.

6. Click Close.

Unregistering a Server

➤ To unregister a server:

1. From the left navigation frame on the Hyperion Desktop, double-click Hyperion Planning > Open Application.

2. From the Server drop-down list, select the server you want to unregister.

3. Click Browse, .

4. In the Server text box, enter the name of the server you want to unregister.

5. Click Unregister.

6. Click Close.


2


Closing Hyperion Planning and Hyperion Essbase

Before you can close Hyperion Planning on the Desktop, all task windows must be closed. If they are not closed, the system prompts you to close them before exiting Hyperion Planning. You should also close all Hyperion Planning applications. However, keep in mind that this may affect other administrators who are currently logged on to the application.

Closing Hyperion Planning returns you to the Microsoft Windows Desktop.

➤ To close Hyperion Planning from the Desktop, select File > Exit.

➤ To close Hyperion Essbase OLAP Server:

1. Maximize the Hyperion Essbase window.

2. Type Quit.

➤ To close Hyperion Planning on the Web, click Log Off.

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3

Chapter

3Creating an Application

This section describes how to create an application in Hyperion Planning using the Setup Assistant and how to schedule a refresh of existing applications.

PrerequisitesBefore you create an application, you need to make sure the following tasks are completed:

● Create a relational database.

● Create a data source name (DSN).

● Create and configure a Microsoft Data Link (.UDL).

● Set System Properties for the Microsoft Data Link.

● Set the System Folder in Hyperion Server to a valid system folder.

For detailed instructions on performing these tasks, see the Hyperion Planning Installation Guide.

Overview An application is a related set of dimensions and dimension members that you use to meet a specific set of planning needs. Each application has its own accounts, entities, scenarios, and other data elements. For example, you might want to create an application for your cost centers for budgeting operating expenses. You might create a separate application that the finance department uses for revenue planning.

Creating an application involves several steps and uses most of the Hyperion Planning modules. The following is a list of the steps involved in creating an application:

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Creating an Application


● Create an application with the Setup Application task.

● Create entities to reflect your organization’s budget structure.

● Create the accounts and additional dimensions required to gather planning data.

● Create scenarios and versions.

● Create appropriate data entry forms to meet the needs of various users and groups.

● Assign access rights to users and user groups.

● Set up the currencies and corresponding exchange rates for currency conversions.

● Modify the calendar with the custom summary time periods your organization needs.

● Use Hyperion Business Rules to build customized business rules.

● Use Hyperion Application Link to load data and copy versions from other sources.

● Identify the review and approval process, its requirements, and its participants.

● Create management reports. For more information about creating management reports, see the Hyperion Reports System Administrator’s Guide.

This chapter covers only the first bullet item. The rest of the steps involved in creating an application in Hyperion Planning are covered in subsequent chapters.

Creating Applications with the Setup Assistant The Setup Application task in Hyperion Planning is the starting point for gathering information that is essential to building the Hyperion Planning application and creating its corresponding metadata. Setup Application guides you through the steps necessary to create applications quickly and easily.

Creating an application involves the following steps:

● Using the Select Workspace Frame (see “Using the Select Workspace Frame” on page 55)

● Creating the calendar (see “Creating the Calendar” on page 56)


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● Defining the base time period and weekly distribution (see “Defining the Base Time Period and Monthly Distribution Spread” on page 56)

● Defining the calendar range (see “Defining the Calendar Range” on page 57)

● Setting up currencies (see “Setting Up Currencies” on page 58)

● Setting up plan types (see “Setting Up Plan Types” on page 59)

● Saving the application (see “Saving the Application” on page 59)

Using the Select Workspace Frame The Select workspace frame allows you to name the application, select its data source, and select the application server on which it is located. The data source connects to a relational database that is used to store information about the application. Each application must have its own relational database and each relational database must have a unique data source name (DSN). Data sources cannot be shared among Hyperion Planning applications or relational databases. Data sources are set up during the installation process. The IT administrator and the Hyperion Planning budget administrator coordinate to ensure that data sources are set up for all the Hyperion Planning applications that will be created.

➤ To use the Select workspace frame:

1. From the navigation frame on the Hyperion Planning Desktop, double-click Hyperion Planning > Manage Application > Setup Application.

2. From the Server drop-down list, select the server for the application.

Note: The server must first be registered for it to appear in the Server drop-down list. If the desired server is not listed in the Server drop-down list, you may need to

register the server by clicking the Ellipsis button, . For more information about registering a server, see “Registering a Server” on page 50.

3. Click Connect to Server.

4. In the Data Source text box, highlight the data source you want to use for this application.

Note: A data source must be set up in advance for each new application. Data sources cannot be shared among applications or relational databases.

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5. In the Application text box, enter the name of the application.

Note: The maximum length of an application name is eight characters. An application name cannot contain spaces, tabs, or characters that have a special meaning to the relational database you are using. In addition, if Hyperion Essbase is installed on a UNIX server, the application name cannot contain the underscore character. We recommend limiting the application name to alpha-numeric characters.

6. In the Description text box, enter a description for the application.

7. Click Next.

Creating the Calendar The Calendar workspace frame allows you to establish the application’s base time periods (monthly, quarterly, or custom), the starting fiscal year and month, and the total number of years the application will contain. It also allows you to set up weekly distribution patterns, which determine how values are spread when the base time period is monthly.

The Calendar workspace frame contains two tabs, Define Basis and Define Range, which are discussed in the following topics.

For more information about customizing the calendar after the application is created, see “Customizing the Calendar” on page 135.

Defining the Base Time Period and Monthly Distribution Spread The Define Basis tab allows you to select the base time period and the monthly distribution pattern, based on the number of fiscal weeks in a month. The base time period options are the bottom-level time periods in the application. Pre-defined options are quarters or months. You can also create a custom base time period, such as weeks or days.

The options for monthly distribution patterns allow you to determine how data that is entered into a summary time period is distributed or spread among the base time period you select. During data entry, users can enter data into summary time periods, such as years or quarters. Hyperion Planning then automatically distributes the value the user enters over the base time periods that make up the summary time period.


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If you select a weekly distribution pattern other than Even Distribution, Hyperion Planning treats quarterly values as if they were divided into 13 weeks, and distributes the weeks according to the pattern you selected. For example, if you select the 5-4-4 pattern, Hyperion Planning treats the first month in a quarter as if it has five weeks, and the last two months in the quarter as if they have four weeks.

Note: The options for the weekly distribution pattern are available only if you select the base time period option “12 Months.”

➤ To define the base time period and weekly distribution pattern:

1. From the Base Time Period area, select a base time period.

2. If you selected Custom, you must also perform the following tasks:

– In the Prefix text box, enter a prefix for the custom base time period. For example, if you create a weekly base time period, you may want to enter “WK-” as the prefix. The week number will be added to the prefix automatically.

– In the Periods per Year text box, enter the number of periods per year in the custom base time period.

3. From the 4-4-5 Weekly Distribution area, select a weekly distribution pattern.

Note: The options in the Weekly Distribution area are available only if you have selected the 12 Months base time period.

4. Select the Define Range tab.

Defining the Calendar Range The Define Range tab allows you to specify the fiscal start year, the fiscal start month, and the total number of years the application will contain. The fiscal start year defines the starting fiscal year for the application. You cannot change this after the application is created. When specifying the fiscal start year, you should take into consideration how much historical data your organization needs and wants in the application. The total number of years defines the number of years to include in the calendar. You can add more years to your calendar at a later time. An application can contain a maximum of 15 years.

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➤ To define the calendar range:

1. In the Fiscal Start Year text box, type the year or use the drop-down list to select the fiscal start year of the application.

2. From the Fiscal Start Month drop-down list, type the month or select the month in which the fiscal year will start for the application.

3. In the Total Years text box, type the years or use the scroll arrows to select the total number of years you want the application to contain.

4. Click Next.

Setting Up Currencies The Currencies workspace frame allows you to specify the default currency for the entities in the application and to establish if the application will support currency conversions. Multiple currency support (also known as currency over-rides) is available for level 0 members, regardless of their base currency.

For more information about currencies and currency conversions, see “Converting Currency Values” on page 140.

➤ To set up currencies:

1. From the Default Application Currency drop-down list, select the default currency for the application.

2. Do one of the following:

– Select Yes to indicate that the application will support more than one currency. Once specified, this option cannot be changed.

– Select No to indicate that the application will not support more than one currency, and will only support the default currency you previously selected.

Note: If you specify that the application will support multiple currencies, two additional dimensions are created, Currency and HSP_RATES dimensions.

3. Click Next.


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Setting Up Plan Types The Plan Types workspace frame allows you to include up to three plan types in the application. A separate Hyperion Essbase database is created for each plan type. As you create the accounts, entities, and other elements of the application, you associate them with plan types, so that the database for each plan type contains only the application dimensions, members, and data values relevant to that plan type. This allows for optimal application design, size, and performance.

The number of plan types you include in the application depends on the needs of your organization. For example, the sales department may be responsible for a yearly revenue plan and the finance department may be responsible for a P&L plan. You could then define two plan types, Revenue and P&L.

Data can be shared between the plan types as needed. For example, the Revenue plan may include a number of sales detail accounts that roll up into a Total Product Sales account. You can set up the P&L plan to include the Total Product Sales account, but to omit the sales detail accounts. This allows you to bring the data value for the Total Product Sales into your P&L plan, without all of the account detail. This makes the database for your P&L plan smaller and more efficient.

You must set up at least one plan type, and you cannot change the number of plan types or the plan type labels after the application has been created. Plan type labels can be up to eight characters.

Note: If Hyperion Essbase is installed on a UNIX server, the plan type name cannot contain the underscore character.

➤ To set up plan types:

1. Select the Plan Type 1 check box.

2. In the Name text box, enter the name of the plan type.

3. Repeat these steps for Plan Types 2 and 3 if desired.

4. Click Next.

Saving the Application The Finish workspace frame allows you to save the application. The application is saved in a relational database on the application server you specified.

➤ To save an application:

1. Click Finish.

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2. In the Password text box on the Login dialog box, enter your Windows NT password.

Note: When you generate or refresh the application using the Manage Database task, the Hyperion Essbase dimensional outlines and alias tables are created and/or updated, and exchange rate values are re-populated into the Hyperion Essbase outlines.

Creating Additional Applications Each time you want to create an additional Hyperion Planning application, you need to perform the following tasks:

● Create a relational database.

● Create a data source name (DSN).

● Create and configure a Microsoft Data Link (.UDL).

● Create the application using the Setup Application task, which is described in the previous section.

Using Applications After you create an application, you can then open, delete, or close the application.

Opening Applications You can open an application to work with its data or run reports. You can have multiple applications that reside on the same server open at the same time. However, this has the potential to slow performance, depending on server configuration, the processor speed of your computer, and the amount of memory available. For further assistance on determining server configuration, contact your Hyperion consultant.

➤ To open an application:

1. From the navigation frame on the Hyperion Planning Desktop, double-click Hyperion Planning > Open Application.


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2. From the Server drop-down list, select the server on which the application resides.




4. From the Applications list box, select the application you want to open.

5. Click Open Application.

6. In the Password text box on the Logon dialog box, enter your Windows NT password.

7. Click Logon.

Note: Once you are logged on, the server and application names appear in the Connected To text box on the Open Application dialog box.

Deleting Applications Only the application owner can delete a Hyperion Planning application. When the application owner deletes an application, the Hyperion Essbase application is also deleted and the application is no longer available to any Hyperion Planning user. Before deleting an application, the application owner must be sure that no other user is currently using the application. We recommend that you back up the application’s system tables before you delete the application.

Tip: The default application owner is the administrator that created the application. The application owner can later re-assign ownership to another administrator.

➤ To back up system tables:

1. Determine which SQL database is the first database created when the first application for Hyperion Planning is created.

2. Select Start > Programs > Microsoft Server 7.0 > Enterprise Manager.

3. In SQL Server Enterprise Manager, expand the database name until the Databases folder is displayed.

4. Right-click the Databases folder and select All Tasks > Restore Database.

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5. On the General tab, type Sysdat in the Restore as database text box.

You can use any name you want, but it should be one that indicates where the system tables are stored.

6. In the Restore area of the dialog box, select the Database option.

7. In the Parameters area of the dialog box, from the Show backups of databases drop-down list, select the SQL database from which you want to copy all the tables.

8. Click OK.

You should receive the message: “Restore of Database <name of database> completed successfully.”

9. Create a UDL that links to the Sysdat database.

10. In the Hsxsysadmin.msc, change the System Data Link file to the Sysdat UDL.

➤ To delete an application:






4. From the Application list box, select the application you want to delete.

Note: You must be logged on to the application for it to appear in the Application list box.

5. Click Delete Application to delete the selected application from the server.

6. Click Yes to confirm the deletion.

7. In the Password text box on the Specify Administrator dialog box, enter your Windows NT password.


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8. Click OK.

Closing Applications You can close a Hyperion Planning application at any time. When you close the application, the system prompts you to save any changes you have made.

➤ To close an application:






4. From the Application list box, select the application you want to close.

Note: You must be logged on to the application in order for it to appear in the Application list box.

5. Click Close Application to close the selected application.

Unlocking Applications Occasionally a Hyperion Planning application can become locked. This can be caused by an event such as abnormally exiting the application and Hyperion Planning. The Unlock Application utility lets you clear all records in the HSP_LOCK table, which unlocks the application if there has been an interruption to the Hyperion Planning application.

You must run the unlock application utility from the Hyperion Planning application server. You can run it from the command line or by directly invoking the executable.

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It is a good idea to make sure there are no users in the Hyperion Planning Desktop before running the utility. You can confirm this by launching the task manager on the Hyperion Planning server and making sure there are no processes called hsxser~1 (hsxserver) or hspds.

➤ To unlock a Hyperion Planning application:

1. Locate the UnlockApp utility by navigating to the Hyperion Solutions\Hyperion Planning\Utils folder.

2. Double-click UnlockApp.exe.

3. Select the application to be unlocked, and then click OK.

4. Check the application event logs using the Event Viewer in Administrative Tools to see whether a success or failure event has been reported.

Alternatively, you can launch the utility from the command line by navigating to the Hyperion Solutions\Hyperion Planning\Utils folder and entering the following command:

unlockapp.exe [<application name>]

where: <application name> is the name of the application you want to unlock.

Using Broadcast Messaging You can use broadcast messaging to communicate a text message to all Hyperion Planning users who are currently logged on to a specific application. You can either do this through the Hyperion Planning Desktop or through a command line utility. If you are sending a broadcast message through the Hyperion Planning Desktop, the application is the same one to which you are currently logged on. If you are sending a broadcast message through the command line utility, you can specify any application, without being logged on to it. In addition, when using the command line utility, you can schedule the broadcast message, using standard operating system mechanisms. Broadcast messaging is helpful if you need to send periodic messages about system availability or periodic maintenance, such as application back ups.

For all users who are logged on to the application through the Windows client (for example, remote administrators and Spreadsheet Add-in users), the broadcast message displays as a pop-up message box on their desktop. For all users who are logged on to the application through the Web client, the broadcast message


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displays in their browser the next time they refresh the page or go to a different page. This behavior applies whether you send the broadcast message through the Hyperion Planning Desktop or the command line utility.

Only users who are currently logged on to the application see the broadcast message. Users who are logged on to the application through Hyperion Reports, Hyperion Application Link, Hyperion Business Rules, Hyperion Essbase Application Manager, Hyperion Analyzer, or any other third-party reporting tools do not receive broadcast messages.

➤ To send a broadcast message through the Hyperion Planning Desktop:

1. From the navigation frame on the Hyperion Planning Desktop, double-click Hyperion Planning > Manage Application > Manage Database.

2. Click Message.

3. In the Broadcast Message dialog box, type the message you want to broadcast.

4. Click Send.

➤ To send a broadcast message using the broadcast message command line utility:

1. Use the Microsoft Windows Scheduled Tasks tool (or another scheduler that accepts command line prompts) to enter the Broadcast Message command line.

Note: The BroadcastMessage.exe is installed in the UTILS directory when you install Hyperion Planning. BroadcastMessage.exe must be run on a server that is registered by the Hyperion Planning application for which you want to send a broadcast message.

2. The format and required arguments in the BroadcastMessage command line are:

broadcastmessage.exe Server Name, Domain Name, Application Name, User Name, Password, Message

● Server Name is assumed to be the localhost name.

● Domain Name is the name of the domain.

● Application Name is the name of the application to whose logged-on users you want to send a message.

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● User Name is the user who has rights to send a broadcast message. This is always an administrator.

● Password is the password for the user you previously specified.

● Message is the text message of up to 127 characters that you want to send to the users of the specified application.

3. View the results of the broadcast message, including any errors, in the Windows Event Viewer Application Log.

The following is an example of a typical command line used to send a broadcast message to all logged on users of a specified application:

broadcastmessage.exe ABCserver,testdomain,testapp,Jsmith001,admin,Please log off the application immediately for routine maintenance.

Viewing Usage Statistics You can see how many and which Hyperion Planning Web users are logged on to the current application, and how long it has been since each user last accessed the application.

You can also see what percentage of the supporting detail detection cache is being used. This helps you see whether an appropriate amount of RAM has been allocated. If the number is very low, you should consider allocating less RAM. If the number is very high, you should consider allocating more RAM. The default value of 20 is created by the Properties File Creator (HspSetupSupport.exe) and is stored in the HspJSHome.properties file. For more information on changing the amount of RAM allocated to supporting detail cache, see “Allocating Memory for Supporting Detail Cache” on page 78.

Those users who are logged on to the application through the Hyperion Planning Windows client, Hyperion Reports, Hyperion Application Link, Hyperion Planning Spreadsheet Add-in, Hyperion Business Rules, Hyperion Essbase Application Manager, Hyperion Analyzer, or any other third-party reporting tools are not included in the list of logged on-users.

➤ To view usage statistics:

1. From the Web client, log on to an application.

2. From the Hyperion Planning Home page, click Administration.


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3. Click the Statistics link under the Administration link.

Creating Application Databases After you create an application, you need to create the Hyperion Essbase multidimensional databases that store the application data. A separate Hyperion Essbase database is created to store data for each plan type in the application. The databases are structured according to the dimensions, their hierarchical members, attributes, and other data that is specified in an application. In addition, Hyperion Essbase creates an encrypted data file (Essbase.sec) to store security information.

You can create Hyperion Essbase databases for the application before completing the structure of the application. However, when the structure is complete, you need to refresh the Hyperion Essbase databases. When you make changes to the application structure (for example, modify properties of an entity member, add a scenario, or change user types and security profiles), those changes are stored in Hyperion Planning’s relational database until you refresh the Hyperion Essbase databases for the application. Planners using the Web client for data entry and workflow tasks do not see the changes you make to an application until you refresh the Hyperion Essbase databases for the application.

When you initially create the application databases, you can select to include all information. Otherwise you must select the information to include in the following manner:

● If you include security information, you must include database information.

● If you include currency conversion calc scripts, you must include database information.

After the initial creation of the databases, you can refresh the information separately. However we recommend that you always select to refresh the database information in conjunction with both the security information and the currency conversion calcscript information.

Note: All users must be logged off from the Hyperion Planning application before the Hyperion Essbase databases can be refreshed.

➤ To create databases in Hyperion Essbase for an application:


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2. Select the Lock current application from other users option to prevent users from logging on to the application while Hyperion Planning prepares to create the databases.

3. Select one or more of the Create/Refresh Options.

● Select All to automatically include databases, security filters, and currency conversion calc scripts.

● Select Database to create the Hyperion Essbase multidimensional databases that store the application data.

● Select Security Filters to create an encrypted data file (Essbase.sec) to store security information.

Tip: To generate security filters for all users in the application, select this check box, but do not select the Validate Limit check box.

Note: To update only a few user security filters, you can do that with the Implement Security task. For more information about updating individual user security filters, see “Implementing User Security” on page 116.

Note:

● Select Shared Members if you are applying security to shared members in addition to base members. If you are only applying security to base members, deselect this option.

● Select Validate Limit to identify which (if any) security filters exceed the Hyperion Essbase security filter limit of 4KB per row. Users who exceed the security filter limit display in the Failed Security Filters dialog box.

Tip: This option validates the size of the security filters to make sure they do not exceed the size limit before you actually transfer data to Hyperion Essbase. Selecting Validate Limit does not generate security filters; to do so, select only the Security Filters check box.

● Select Currency Conversion CalcScript to create a user-defined currency conversion calcscript.

Note: Selecting the Currency Conversion CalcScript option does not launch the calcscript. Additionally, only administrators can launch calculation scripts.

4. If you select the Currency Conversion CalcScript option, the Currency Conversion CalcScript Parameters area is enabled. Set the following:


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● In the CalcScript Name text box, enter a name for the application currency conversion calcscript.

● In the Version Type area, select either Bottom-Up or Target. The selection you make affects the versions that are listed in the Versions text box.

● In the Currencies text box, select one or more currencies as parameters for the application currency conversion calcscript. Or select All to include all currencies.

● In the Scenarios text box, select one or more scenarios as parameters for the application currency conversion calc script. Or select All to include all scenarios.

● In the Versions text box, select one or more versions as parameters for the application currency conversion calc script. Or select All to include all versions.

5. Click Create.

CAUTION: When you click Create, the data in existing databases is erased and the Hyperion Planning plan types are rebuilt. We recommend that you back up the existing application before proceeding.

Optimizing the Performance of Currency Conversion Calc Scripts

If multiple currencies are enabled for the Hyperion Planning application and you have checked Currency Conversion Calc Script on the Manage Database task, a currency conversion calc script is created, based on the selected scenarios, versions, and currencies. (For more information on working with multiple currencies, see “Enabling Multiple Currencies” on page 140.)

When the currency conversion calc script is created, a second calc script is automatically generated by Hyperion Planning. Its purpose is to copy the appropriate exchange rates to the account, based on the account rate type. The

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copy calc script is named HSPCrtB.csc for bottom-up versions and HspCrtT.csc for target versions. Running the copy calc script enables the currency conversion calc script to run more efficiently.

Note: The selected scenarios, versions, and currencies must be able to store data in the Hyperion Essbase database outline. Dynamic Calc, Dynamic Calc and Store, and Label are virtual members that do not store data. There is no benefit to running the copy of the currency conversion calc script if the target version has virtual members because Hyperion Essbase will discard the results of the calculation for these members.

The first time a currency conversion is launched, administrators need to run both the copy currency rates calc script and the currency conversion calc script.

To create the copy currency calc script for existing calc scripts, the administrator needs to regenerate currency conversion calc scripts in the Manage Database task on the Hyperion Planning Desktop. For more information, see “Creating Application Databases” on page 67.

The calc scripts need not be run again unless there are changes to the database outline, such as exchange rate or account rate type changes, or adding new versions, scenarios, accounts, or user-defined dimensions.

Refreshing Application Databases It is important to export existing data or back up calc scripts to separate files on a local drive before refreshing the databases.

Hyperion Planning provides you with the flexibility to decide what information to transfer to Hyperion Essbase databases, and when to transfer that information. You can transfer the data for each plan type, security information, or application currency conversion information at the same time, or separately. This allows you to make data for each plan type quickly available to users for form creation and data entry. You may then select to transfer the security information during non-peak hours, which maximizes system availability.

➤ To refresh databases in Hyperion Essbase for an application:


2. Select the Lock current application from other users option to prevent new users from logging on to the application while Hyperion Planning prepares to refresh the databases.


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3. Select one or more of the Create/Refresh Options.

● Select All to automatically include databases, security filters, and currency conversion calc scripts.

● Select Database to refresh the Hyperion Essbase multidimensional databases that store the application data.

● Select Security Filters to create an encrypted data file (Essbase.sec) to store security information.

● Select Shared Members if you are applying security to shared members in addition to base members. If you are only applying security to base members, deselect this option.

● Select Validate Limit to identify which (if any) security filters exceed the Hyperion Essbase security filter limit of 4KB per row. Users who exceed the security filter limit display in the Failed Security Filters dialog box.

Tip: This option can be used to validate security filter size limit before you begin the actual transfer of data to Hyperion Essbase. To do so, select only this option.

● Select Currency Conversion CalcScript to create a user-defined currency conversion calcscript.

Note: Selecting the Currency Conversion CalcScript option does not launch the calcscript. Additionally, only administrators can launch calculation scripts.

4. If you select the Currency Conversion CalcScript option, the Currency Conversion CalcScript Parameters area is enabled. Complete the following tasks:

● In the CalcScript Name text box, enter a name for the application currency conversion calcscript.

● In the Version Type area, select either Bottom-Up or Target. The selection you make affects the versions that are listed in the Versions text box.

● In the Currencies text box, select one or more currencies as parameters for the application currency conversion calcscript. Or select All to include all currencies.

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● In the Scenarios text box, select one or more scenarios as parameters for the application currency conversion calcscript. Or select All to include all scenarios.

● In the Versions text box, select one or more versions as parameters for the application currency conversion calcscript. Or select All to include all versions.

5. Click Refresh.

CAUTION: When you click Refresh, data may be removed, depending on the changes to the application. It is recommended that you back up the existing application before proceeding any further.

Scheduling Application Databases to be Refreshed Hyperion Planning allows you to refresh applications at a scheduled time. This allows you to schedule the refreshes at a time that is most convenient for your users, or when the availability of the server resources is optimal. For example, you may want to schedule the application refresh to take place after business hours, to minimize the impact on users.

During a scheduled application refresh, the metadata for an existing Hyperion Planning application is updated in the Hyperion Essbase database. The following lists some of the items that are updated during a refresh:

● Accounts or any associated properties are propagated from the relational database to the Hyperion Essbase database

● Hyperion Essbase security filters

● Currency conversion calcscripts

● Custom attributes and access rights are added, modified, and/or deleted in the Hyperion Essbase database

● The exchange rate values are re-populated in the Hyperion Essbase outline to incorporate additions, modifications, and deletions

● Member formulas for certain accounts are generated and/or updated

● Additions or changes to alias tables and their association to dimensions or members are updated


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● The Hyperion Essbase database is restructured

The amount of time it takes for an application to refresh depends on factors such as the number of entities, users, and so on, that are in the application. As the number of total users and security filters increases, the length of time it takes to perform a refresh also increases.

Note: The application refresh utility verifies only the syntax of the argument you supply to run the utility. It does not perform a check to verify that the members you supply in the argument are valid. If you supply an invalid scenario, version, or currency for the application or if you supply a non-reporting currency, the calc script is still generated, but produces an error when it is run. Therefore, you must supply valid parameters in the argument list for the calc script to run successfully.

➤ To create a batch file that creates or refreshes a Hyperion Planning application into a Hyperion Essbase database:

1. Start Hyperion Essbase.

2. Use the Microsoft Windows Scheduled Tasks tool (or another scheduler that accepts command line prompts) to enter the AppSchedule command line.

Note: The AppScheduler.exe is installed in the UTILS directory when you install Hyperion Planning. AppScheduler.exe must be run on a server that has been registered by the Hyperion Planning application you wish to refresh.

3. The format and required arguments in the AppSchedule command line are:

AppScheduler.exe([Server Name],Application Name,User Name,User Password,Create/Refresh Specification,Create/Refresh Options,Currency Conversion CalcScript Name,Currency List,Scenario List,Versions List,Version Type Specification, Security on Shared Members)

● [Server Name] is optional. If you do not provide this argument, the server name is assumed to be the localhost name.

● Application Name is the name of the application on which the application create or refresh is to be run.

● User Name is the user who has rights to create or refresh the application. This is always an administrator.

● User Password is the password for the user you previously specified.

● Create/Refresh Specification is the function to be performed on the application.

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● Use /C to create an application.

● Use /R to refresh an application.

● Create/Refresh Options are the items that will be created or refreshed.

● Use 1 to specify the database.

● Use 2 to specify the security filters.

● Use 3 to specify the generation of currency conversion calcscripts.

Note: When specifying multiple options, use a semicolon as a delimiter. For example, to specify the database and security filters, use 1;2.

● Currency Conversion CalcScript Name is the name of the application currency conversion calcscript and is only necessary if you specified to generate an application currency conversion calcscript.

● Currency List is the list of currencies to be included in the application currency conversion calcscript. This option is only necessary if you specified to generate an application currency conversion calcscript. Be sure that the currencies you specify exist in the application.

Note: When specifying multiple currencies, use a semicolon as a delimiter. For example, currency1;currency2;currency3.

● Scenarios List is the list of scenarios to be included in the application currency conversion calcscript. This option is only necessary if you specified to generate an application currency conversion calcscript. Be sure that the scenarios you specify exist in the application.

Note: When specifying multiple scenarios, use a semicolon as a delimiter. For example, scenario1;scenario2;scenario3.

● Versions List is the list of versions to be included in the application currency conversion calcscript. This option is only necessary if you specified to generate an application currency conversion calcscript. Be sure that the versions you specify exist in the application.

Note: When specifying multiple versions, use a semicolon as a delimiter. For example, version1;version2;version3.


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● Version Type Specification is the indicator for the type of versions that are included in the application currency conversion calcscript.

● Use 0 to indicate target versions.

● Use 1 to indicate bottom-up versions.

● Security on Shared Members is the indicator for whether or not you want to enforce security on shared members. Enforce this parameter if you are applying security to shared members in addition to base members. If you are only applying security to base members, ignore security on shared members.

In order to specify this parameter, you must have selected to specify security filters in the Create\Refresh Options parameter.

● Use 0 to ignore security on shared members.

● Use 1 to enforce security on shared members.

Note: The first seven parameters are required and the last six parameters are optional. The optional parameters are only necessary if you select to generate currency conversion calcscripts or security filters during the application refresh.

4. View the results of the application refresh, including any errors, in the Windows Event Viewer Application Log.

The following examples show typical command lines to both create and refresh an application, either with or without generating currency conversion calcscripts.

Create Application without Generating Currency Conversion CalcScripts

appscheduler localhost,HYPERION,testApp,testUser,password,/C,1;2

Refresh Application without Generating Currency Conversion CalcScripts

appscheduler localhost,HYPERION,testApp,testUser,password,/R,1;2

Create Application and Generate Currency Conversion CalcScripts

appscheduler localhost,HYPERION,testApp,testUser,password,/C,1;2;3,currencyconvcalcname,currency1;currency2;currency3,scenario1;scenario2,version1;version2;version3,0,1

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Refresh Application and Generate Currency Conversion CalcScripts

appscheduler localhost,HYPERION,testApp,testUser,password,/R,1;2;3,currencyconvcalcname,currency1;currency2;currency3,scenario1;scenario2,version1;version2;version3,1,1

Validating the Application Refresh

After the application database is refreshed, a message displays to indicate whether the refresh was successful or not. An error code 1 indicates that the application refresh failed and a zero indicates that the refresh was successful.

Optimizing Application Performance You can optimize application performance in the following ways:

● Assigning dimensions as either dense or sparse

● Allocating memory for supporting detail cache

Dense and Sparse DimensionsYou can speed up data retrieval and minimize memory and disk space requirements by assigning the dimensions to one of two types: dense dimensions and sparse dimensions. If the dimension lacks data values for the majority of member combinations, define it as a sparse dimension. If the dimension has data values for the majority of member combinations, define it as a dense dimension. Hyperion Essbase requires at least one dimension, and that it be set to dense. You should also note that custom attributes cannot be assigned to dense dimensions.

➤ To speed up calculation time by ordering dimensions according to the following guidelines:

1. Place the Account dimension first in the Dimension list.

2. Place the Time dimension second in the Dimension list.

3. Order all dimensions from the largest dense dimension to the smallest dense dimension.

4. Order all dimensions from the smallest sparse dimension to the largest sparse dimension.


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For more information about dense and sparse dimensions, see “About Sparse and Dense Dimensions” on page 157.

➤ To optimize performance of a Hyperion Planning application:

1. From the navigation frame on the Hyperion Planning Desktop, double-click Hyperion Planning > Manage Dimensions > Performance Settings.

2. From the Plan Type drop-down list, select a plan type and the dimensions that belong to the plan type. Each application can have up to three plan types.

3. From the Dimensions list, select one or more dimensions.


● Click Move Up, , to move the dimension up in the list.

● Click Move Down, , to move the dimension down in the list.


● Click Sparse, , to designate the dimension as a sparse dimension. A sparse dimension contains data values that are not smoothly and randomly distributed, and that do not exist for the majority of member combinations in the database.

● Click Dense, , to designate the dimension as a dense dimension. A dense dimension contains data values that are smoothly and randomly distributed, and that exist for the majority of the member combinations in the database.

6. Click Save.

Note: When you save the performance settings, a validation check is performed to ensure that you have designated at least one dense dimension in each plan type. If the validation fails, an error message displays and you can change the performance settings.

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Allocating Memory for Supporting Detail CacheYou can specify the amount of memory you want to dedicate to detecting supporting detail cache. Allocating the appropriate amount of memory improves performance when users change the status of a planning unit. The default value of 20 is created by the Properties File Creator (HspSetupSupport.exe) and is stored in the HspJSHome.properties file. By default, this file is in the following location:

<WebAppServer>\<application directory>\Hyperion Planning\Web-inf\classes

For example, if you are using Apache Tomcat, the HspJSHome.properties file is in the following location:

C\:Program Files\Apache Tomcat\webapps\Hyperion Planning\Web-inf\classes

➤ To change the default memory allocation for supporting detail cache:

1. Open the HspJSHome.properties file.

Note: If this file does not exist, see “Creating the Properties File” on page 46 for instructions on creating the Properties file.

2. Change the SUPPORTING_DETAIL_CACHE_SIZE entry.

3. Save and close the properties file.

To view the supporting detail cache usage, see “Viewing Usage Statistics” on page 66.

Backing Up Applications and Application Databases

You should back up your applications and application databases on a daily basis. Specific instances of when you need to back up your applications and application databases include:

● Before refreshing an existing application (Hyperion Planning prompts you to perform a backup first)

● Before moving an application to a new server

● Before upgrading an application


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● As your business dictates (for example, at key planning milestones)

Backing up an application and its related application databases is a three part process, consisting of the following steps:

● Backing up the application specifics in Hyperion Essbase

● Backing up the relational databases

● Backing up the required components of Hyperion Planning

Backing Up the Application in Hyperion EssbaseThere are three pieces of information that must be backed up for an application in Hyperion Essbase: the actual application, the security file, and the configuration settings.

Backing Up the ApplicationTo back up the application in Hyperion Essbase, you must copy the directory in which the application resides and place it in a backup directory of your choice. Usually, this directory is in the App directory under the directory in which Hyperion Essbase is installed (for example, C:\Program Files\Hyperion Essbase\App).

For example, to backup the application PlanApp, you copy the directory with the same name (PlanApp) under the Hyperion Essbase\App directory. This procedure must be followed for every application that needs to be backed up. To restore the application, you paste the backed up directory under the App directory.

If all the Hyperion Essbase applications are to be backed up, the entire Hyperion Essbase directory (where Hyperion Essbase is installed) can be copied and stored under the backup directory and can be restored when necessary.

Backing up the Security FileTo back up the Hyperion Essbase file, you must copy the Essbase.sec file and paste it in the backup directory. The Essbase.sec file resides in the Bin directory, under the directory in which Hyperion Essbase is installed (for example, C:\Program Files\Hyperion Essbase\Bin).

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Backing up Configuration SettingsTo back up the configuration settings for Hyperion Essbase, you must copy the Essbase.cfg file and paste it in the backup directory. The Essbase.cfg file resides in the Bin directory, under the directory in which Hyperion Essbase is installed (for example, C:\Program Files\Hyperion Essbase\Bin).

Backing Up the Relational Database for Hyperion Planning and Hyperion Reports

The database you need to back up is the database to which the UDL file associated with the application points. After determining the database you need to back up, you have to back up the database for complete restoration of the application at a later time. In addition to this database, you also have to backup the database in which the HSX_DATASOURCES table resides. This table is built into the schema of the database pointed at by the system UDL.

The following section contains procedures for backing up your repository and repository tables for the following Databases:

● Microsoft SQL Server

● IBM DB2

● Oracle

Backing Up the Microsoft SQL Server RepositoryThis section contains an example for backing up a Microsoft SQL Server Repository. This is only an example. Refer to your Microsoft SQL Server documentation for detailed information on performing database backups, or contact your Microsoft SQL Server administrator.

➤ To back up repository tables for Microsoft SQL Server:

1. Select Start > Programs > Microsoft SQL Server > Enterprise Manager.

2. Expand SQL Server Group.

3. Expand a server.

4. Expand Databases.

5. Right-click on the database that contains your Hyperion Planning repository tables.


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6. In the Context menu, select All Tasks > Backup Database.

7. Select a backup device, and assign a file name or media.

8. Click OK.

9. Repeat this procedure to back up the Hyperion Reports repository tables.

Backing up IBM DB2 RepositoryThis section contains an example for backing up an IBM DB2 Repository. This is only an example. Refer to your IBM DB2 documentation for detailed information on performing database backups, or contact your IBM DB2 administrator.

➤ To back up repository tables for IBM DB2:

1. Open a Windows command prompt or UNIX shell as the DB2 instance owner.

2. Stop DB2 applications by issuing the following command:

db2 force applications all

3. Verify that DB2 application processing has stopped by issuing the following command:

db2 list applications show detail

4. Back up the database that contains the Hyperion Planning Repository tables by issuing a command similar to the following:

db2 backup database MyDB to C:\\

where MyDB is the name of your database, and C:\\ is the location where the backup should be saved.

5. Repeat this procedure to backup the Hyperion Reports repository tables.

Backing Up an Oracle RepositoryThis section contains an example for backing up an Oracle Repository. This is only an example. Refer to your Oracle documentation for detailed information on performing database backups, or contact your Oracle administrator.

➤ To back up repository tables for Oracle:

1. Open a Windows command prompt or UNIX shell as a user with access to the Oracle client software.

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2. Export the Hyperion Planning repository tables using the exp command. Type exp –HELP for a list of command parameters.

For example:

exp SYS@TNS_ENTRY FILE= C:\Temp\hr_expdat.dmp LOG=C:\Temp\hr_expdat.log OWNER=HR_OWNER GRANTS=Y INDEXES=Y ROWS=Y CONSTRAINTS=Y

3. Repeat this procedure to back up the Hyperion Reports repository tables.

Backing Up the Required Components of Hyperion Planning

For a complete restoration of all applications, you must back up all the UDL files associated with the applications. To do this, you copy the UDL files into the backup directory. In addition to the UDL files, you must also back up all the spreadsheets associated with the applications that you want to restore at a later time.

● To back up registry entries, export the registry key entries under ‘HKEY_LOCAL_MACHINE\Software\Hyperion Solutions’, and save it in the backup directory.

● To restore registry entries, import the stored registration file into the registry from the backup directory.

Parameter Description

SYS The Oracle user with permission to export another user’s tables (you can use a different account)

TNS_ENTRY The TNS alias defined in tnsnames.ora (set up via Net8 Assistant) for the Oracle Instance containing the Hyperion Planning Repository

FILE The absolute path to the file that contains the backup

LOG The absolute path to the file where output from exp is logged

OWNER The name of the Oracle user that owns the Hyperion Planning Repository tables


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Backing Up Hyperion Application LinkThere are no specific backup procedures for Hyperion Application Link. Hyperion Application Link data should be imported to Hyperion Planning or Hyperion Essbase and the backup procedures for those applications should be followed to back up data.

Before opening an integration created with an earlier version of the Hyperion Planning Adapter, make a back up copy of the integration (.prp) file.

Note: Once the integration is opened and run or saved with the new version of the Adapter, it can no longer be used with the old version.

Backing Up Hyperion Business RulesThere are no specific backup procedures for Hyperion Business Rules. To back up user data, the Hyperion Essbase data and the database where the Hyperion Business Rules repository is located should be backed up.

● For backing up Hyperion Essbase, follow the Hyperion Essbase backup instructions (see “Backing Up the Application in Hyperion Essbase” on page 79).

● For backing up the Hyperion Business Rules repository, follow database specific backup procedures. For Microsoft Access, backup the .mdb file. For other relational databases, follow the standard backup procedures for the specific database.

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4

Chapter

4Moving and Copying Applications

This chapter details the steps and considerations for moving a Hyperion Planning application from one server to another (for example, moving from a test environment to a production environment) or copying and renaming an application on the same server.

Migrating an ApplicationTo migrate an application means to move it to a different environment while keeping its name intact.

This topic assumes the following:

● Each environment already has all the necessary components installed.

● The test and production environments exist on the same domain and contain the same users.

Migrating a Hyperion Planning Application

➤ To migrate a Hyperion Planning application:

1. Find the application owner of the application you want to migrate.

To do this, look at the relational database table HSP_HYPPLAN_SECHEADER, where HYPPLAN is the name of the application. This table contains one entry that has the application owner’s name.

Note: When migrating an application, it is important that the application owner be a domain account and not a local computer account. If the account is a local machine account, you should change the application owner in the Hyperion Planning application to a domain account.

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2. Create a new Hyperion Planning application on the production Hyperion Planning server (PRODPLAN) and name the application PLNTEST.

Keep in mind to create the application as the domain user that owns the existing application in the development environment.

3. Perform an application Refresh so that the application is pushed to Hyperion Essbase.

4. Open the newly created PLNTEST application in the production environment and add users to the application.

For information on adding users, see “Setting Up Users” on page 111.

Tip: The PLNTEST application is created only for the purpose of adding users to Essbase. Users are added to Essbase as soon as they are imported or added with the Users tab on Hyperion Planning Web.

5. Refresh the database from the Manage Database task on the development server.

Verify that no records exist in the HSP_PENDING_EXACTS relational database table for the application. Make a backup of the relational database for the development application (for example, hypplan.bak). Create a new relational database on the production server (for example, HYPPLANDB) and restore the development database to a new database in the production environment.

6. Create a UDL (PLANPROD.UDL) and a DSN (PLANPROD) for the application.

Verify that the PLANPROD.UDL points to the new HYPPLANDB database and the DSN uses PLANPROD.UDL.

7. Open the Hyperion Planning system database and open the table HSX_DATASOURCE.

8. Insert a new row into the table.

9. Add the product name (PLANNING), application name (HYPPLAN), description, and DSN (PLANPROD).

Note: The application name is the name that displays in the HSP_[APPLICATION NAME]_ROLEACCESS table in the restored relational database.

10. Log on to Essbase Application Manager on the production server and create an application named HYPPLAN.


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11. Note the user that has the same name as the application owner, with the addition of an underscore at the end of the user name. Make this user an Application Designer of the application.

12. Open Hyperion Planning and open the application.

13. Use the Manage Database task to create the Essbase outline.

Note: If you have custom Essbase outlines (.otl), calc scripts (.csc), or load rules (.rul), you can stop the Essbase application and copy the files to Essbase. You can then load any data from the development application. Selecting Create from the Manage Database task overwrites all .otl, .csc, .rul, and data values that exist in the database. If any of these files have been copied from the development server, you should only select to Refresh the database on the production server. Otherwise, the files need to be copied from the development server again.

Migrating Hyperion Business Rules Data

➤ To migrate Hyperion Business Rules data:

1. Configure the production business rules repository.

2. Restore the development business rules repository over the new production business rules repository.

3. In the restored database, locate the HBR_ALLOCPROCS table.

The server field contains the name of the Essbase server. Change the server field from the development Essbase server to the production Essbase server.

4. Open each business rule on the production server and apply the appropriate security rights.

Migrating Hyperion Reports

➤ To migrate Hyperion Reports data:

1. Configure the production reports server and make sure you can create and run a sample report.

2. Restore the development reports relational database over the production reports relational database.

3. On the development server, run the following program:

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C:\Program Files\Hyperion Solutions\Hyperion Reports\bin\ViewRegistry.cmd

Note: The location of this program may vary, depending on where you installed Hyperion Reports.

4. Navigate to HKEY_LOCAL_MACHINE\Common Components\HAAS\SecurityInfo\HsSecurityAdmin and make note of the HsSecurityAdmin Schema ID value.

5. Navigate to HKEY_LOCAL_MACHINE\Common Components\HAAS\ManagedServices\HsAuthenticator\SecurityInfo\HsSecurityAdmin and make note of the HsSecurityAdmin SchemaID value.

6. Close the registry editor.

7. On the production server, run the following program:

C:\Program Files\Hyperion Solutions\Hyperion Reports\bin\ViewRegistry.cmd

Note: The location of this program may vary, depending on where you installed Hyperion Reports.

8. Navigate to HKEY_LOCAL_MACHINE\Common Components\HAAS\SecurityInfo\HsSecurityAdmin and change the HsSecurityAdmin Schema ID value to the value on the development server.

9. Navigate to HKEY_LOCAL_MACHINE\Common Components\HAAS\ManagedServices\HsAuthenticator\SecurityInfo\HsSecurityAdmin and change the HsSecurityAdmin SchemaID value to the value on the development server.

10. Select File > Save.

11. Select File > Exit.

12. Restart the Hyperion Reports server.


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Copying a Hyperion Planning ApplicationTo set up an application more quickly, you can copy an existing application to the same application server. Because the new application will run on the same application server, you must give it a different name. The name of the new application can be a maximum of eight characters.

You cannot copy an application and then use the application on a server that does not recognize the users in the original application.

Note: For information on migrating an application from one application server to another, see “Migrating an Application” on page 85.

If you have calculation scripts or member formulas in the application you are copying, see the Hyperion Essbase documentation for information on copying these components.

The following procedures is based on copying a Microsoft SQL application.

➤ To copy a Hyperion Planning application, do the following:

1. Back up the relational database to which the application is connected.

Note: The .UDL file connects a relational database to an application. You must make a complete backup of the database.

For information on backing up SQL, Oracle, and DB2 databases, see “Backing Up Applications and Application Databases” on page 78.

2. Create a new relational database for the new application.

See “Installing and Creating a Relational Database” in the Installation Guide.

3. Restore the backup of the original application to the new database repository.

Note: When you restore the backup to the new database, you may get an error that physical files cannot be overwritten because they are in use by the original application. In this case, you need to rename the physical file names for both Data and Log files to reflect the name of the new database.

4. Create and configure a UDL pointing to the new relational database.

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See “Creating the Microsoft Data Link UDL” in the Installation Guide.

Figure 1: Data Link Properties Dialog Box

5. Create and configure a data source pointing to the new relational database.

See “Creating a Data Source” in the Installation Guide.

6. Create a new entry for the application in the HSX_DATASOURCES table by doing the following:

a. Open the HSX_DATASOURCES table and insert a new line.

Note: This table is found in the database to which the .UDL links the application.


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b. In the new line, enter information into the following fields: Product, AppName, Description, and DSN.

c. Close or commit the table after you edit it.

7. Open Essbase Application Manager and connect to the Essbase server to which the DSN is pointing.

8. Create an Essbase Application for the new application.

Note: Users on the Essbase server that hosts the original application need to already be defined on the Essbase server for the new application.

9. In Essbase security, modify the underscore user for the application owner of the original application to be the App Designer for the new application.

10. Open the new application in Hyperion Planning and refresh to Essbase.

Note: If Essbase outlines have been copied to the new application, perform a Cube Refresh. If Essbase outlines have not been copied to the new application in Essbase, perform a Cube Create.

You need to run HSPsetupsupport to display the new application on the Web.

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5

Chapter

5Setting Up Security

This section describes how to set up and enable the authentication providers that Hyperion Planning supports, how to add users and groups to an application, and how to assign access rights to those users and groups.

About Access Rights and Security Security and access rights enable you to control access to Hyperion Planning applications and application elements. Setting up security lets you protect data and prevent unauthorized users from changing data. For example, you can restrict access to certain data elements or forms within an application.

Security exists at two levels:

● Authentication by an external provider. For more information, see “About External Authentication Providers” on page 93.

● Hyperion Planning security, in which users and groups are assigned to applications and application elements. For more information, see “Setting Up Users” on page 111, “Setting Up Groups” on page 119, and “Assigning Access Rights” on page 123.

Before using Hyperion Planning, you must also configure the application’s Distributed Component Object Model (DCOM) settings. For more information, see “Configuring DCOM” on page 105.

About External Authentication ProvidersAuthentication confirms the identity of each user by matching a user name to a password. Hyperion Planning determines whether a user can access applications by relying on any of these external authentication providers:

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● Microsoft Windows NT LAN Manager (NTLM). By default, Hyperion Planning supports NTLM authentication. If you plan to use NTML authentication, see “About Windows NT LAN Manager (NTLM)” on page 94 and follow the instructions in the Hyperion Planning Installation Guide on assigning rights.

● Lightweight Directory Access Protocol (LDAP) using iPlanet. If you plan to use LDAP authentication, see “About LDAP Authentication” on page 95.

● Microsoft Active Directory (MSAD). If you plan to use MSAD authentication, see “About LDAP Authentication” on page 95.

External authentication providers create the following:

● Users and their passwords

● Groups of users

● Authentication (setting user policies and access rights)

Administrators can then assign roles and access to the users from these repositories into Hyperion Planning applications. Groups that are created outside of Hyperion Planning cannot be directly added to Hyperion Planning applications.

About Windows NT LAN Manager (NTLM) By default, Hyperion Planning supports Microsoft Windows NT LAN Manager (NTLM) security. The Microsoft Windows operating system’s security subsystem creates and manages the repository.

In Microsoft Windows Server, users and groups are organized by domains. A domain is an administrative grouping of networked computers and all the associated users and resources. The domain controller computer in a domain stores and authenticates all users in the domain for network resource access. This means the user and password database is stored and managed by the domain controller computer.

For large installations, you can organize multiple domains in one or more trusted relationships. This enables all users in one domain to access resources in another domain. This provides a degree of separation between the functions of user-account administration and resource management.

For example, you have users in New York on domain A, users in Boston on domain B, and the server is located in Washington on domain C. A trust relationship must exist between the server on domain C and all other domains (in this case, domain A and domain B). Users on domain A and B must be able to log on to domain C

Setting Up Security

5


to be added to Hyperion Planning applications. However, it is not necessary for those users to be able to access the server on domain C through a Microsoft Windows interactive logon.

Typically, Microsoft Windows security is configured by an IT professional at your company. For more information about setting up Microsoft Windows security, see the Hyperion Planning Installation Guide.

About LDAP AuthenticationBy default, Hyperion Planning supports NTLM authentication. To use or enable LDAP authentication (using iPlanet or Microsoft Active Directory), you need to:

1. Select the installation option LDAP Authentication when installing Hyperion Planning. For more information, see the Hyperion Planning Installation Guide.

2. Configure and rename the CSS.PROPERTIES.SAMPLE file. To authenticate users against LDAP providers, you need to edit and rename this sample property file. For more information, see “Configuring for External Authentication” on page 95.

3. Enable LDAP authentication by running the HsxSysAdmin.msc file and entering the name of the modified CSS.PROPERTIES file. For more information, see “Enabling LDAP Authentication” on page 105.

Note: The documentation refers to the edited and renamed CSS.PROPERTIES.SAMPLE file as CSS.PROPERTIES. If you have named the modified file something else, substitute that file name.

Configuring for External AuthenticationWhen installing Hyperion Planning, if you selected the option LDAP Authentication, a file called CSS.PROPERTIES.SAMPLE was installed. To authenticate users against LDAP providers, you need to edit key-value pairs in the sample properties file and rename the file. It is installed in \Program Files\Hyperion Solutions\Hyperion Planning\CSS.

This file contains three configuration sections, for NTLM, LDAP, and MSAD. For each supported authentication provider, there are one or more properties to edit in the CSS.PROPERTIES.SAMPLE file, depending on the deployment scenario. The properties specify:

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● The location of the authentication provider’s Java classes that will act as Authentication Factories for supporting NTLM, LDAP, and MSAD repositories.

● The location of the authentication provider’s Java classes that will act as a User Group Factory for user and group creation, deletion, renaming, and updating.

● The search order to use. Search order specifies the order (in terms of named, supported authentication repositories) in which to search for the existence of a user when multiple authentication repositories are used.

Instructions for, and examples of, modifying the file are included in the properties file.

Note: We recommend that you include the path to the CSS.PROPERTIES file in the application server CLASSPATH.

Editing the Application Properties

➤ To configure the properties file for external authentication:

1. Rename the file CSS.PROPERTIES.SAMPLE to CSS.PROPERTIES.

The CSS.PROPERTIES.SAMPLE file is located in the folder Program Files\Hyperion Solutions\Hyperion Planning\CSS.

Note: The documentation refers to the edited and renamed CSS.PROPERTIES.SAMPLE file as CSS.PROPERTIES. If you name the modified file something else, substitute that filename in the instructions.

2. In a text editor, open the file CSS.PROPERTIES, located in the folder Program Files\Hyperion Solutions\Hyperion Planning\CSS.

3. Skip this step unless you plan to use multiple LDAP providers: In the section # Authentication Factory, identify each provider by a name (by default, ldap and msad).

Note: You may modify the bolded configuration names in the following example (ldap and msad). You may rename them (for example, to ldap1 and ldap2), but if you do, you must consistently use the modified configuration names in the subsequent examples.

# Authentication Factory

Setting Up Security

5


com.hyperion.css.factory.auth.ldap = com.hyperion.css.spi.impl.LDAPAuthenticationFactorycom.hyperion.css.factory.auth.msad = com.hyperion.css.spi.impl.LDAPAuthenticationFactory

Note: If you are using iPlanet, you must specify LDAPAuthenticationFactory in the above section. If you are using Microsoft Active Directory, you must specify MSADAuthenticationFactory in the above section.

4. Skip this step unless you plan to use multiple LDAP providers: Under # UserGroup Factory, identify each configuration by a name, as in the previous step.

Configuration names to modify are suggested by the use of bold in the following example:

# UserGroup Factorycom.hyperion.css.factory.userGroup.ldap=com.hyperion.css.spi.impl.LDAPUserGroupCRUDFactorycom.hyperion.css.factory.userGroup.msad=com.hyperion.css.spi.impl.MSADUserGroupCRUDFactory

Note: If you are using iPlanet, you must specify LDAPUserGroupCRUDFactory in the above section. If you are using Microsoft Active Directory, you must specify MSADUserGroupCRUDFactory in the above section.

5. Under # Search Order, define the search order.

The search order provides the external authentication mechanism with the ability to access multiple data stores in a sequential manner.

Note: The first character in the string, ?, is used to separate the named provider from the URL specified for the directory. The second character, (, is used to separate the authentication repository designations in the search order.

The following example specifies a search order that is subsequently described. You must include the domainComponent attributes (DCs) in the URL. Sections in italics represent server information to be filled in.

com.hyperion.css.searchOrder = ?(msad?ldap://msad_server:389/DC=msad-dc,DC=hyperion,DC=com(ldap?ldap://ldap_server:390/dc=ldap-dc, dc=hyperion, dc=com(ntlm?hyperion

This example can be translated as follows:

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Access external repositories in the following order and by searching the following roots:

a. For a configuration named msad, search the Microsoft Active Directory repository at the URL ldap://msad_server:389/DC=msad-dc, DC=hyperion, DC=com.

b. For a configuration named ldap, search the LDAP repository at the URL ldap://ldap_server:390/DC=ldap-dc, DC=hyperion, DC=com.

c. Put the NTLM repository last in the search order.

For more information, see “Search Order for Users” on page 111.

6. Rename the logger.properties.sample file included in the CSS directory to logger.properties. Configure access for using log4j as the logging system in the logger.properties file, as documented by the Jakarta Project. Make sure that in the CSS.PROPERTIES file, the property com.hyperion.css.logger.properties gives the full path to the actual location of the logger.properties file.

7. Modify the other required properties.

See “When the Web Application Server is Installed on a UNIX System” on page 98 or “Modifying Properties for LDAP or MSAD” on page 102.

8. Enable LDAP authentication by running the HsxSysAdmin.msc file and entering the name of the modified CSS.PROPERTIES file. For more information, see “Enabling LDAP Authentication” on page 105.

9. Restart the application server.

When the Web Application Server is Installed on a UNIX System

How you set up security on a system in which the Web application server is installed on a UNIX computer depends on:

Type of Authentication Used Follow These Instructions

NTLM only “Configuring NTLM Authentication” on page 99

Setting Up Security

5


This topic shows how to modify the properties files to support systems in which the Web application server is installed on a UNIX computer that accesses information stored in a Windows NT LAN Manager repository. For such a cross-platform configuration to work, you need a Windows NT or Windows 2000 server running the remote NTLM provider. Use of the remote NTLM provider requires a Java installation that includes the Java Remote Method Invocation (RMI) server. The RMI server is included in the Java 2 Standard Edition. More information about RMI servers can be found at http://java.sun.com/products/jdk/rmi/.

Configuring NTLM AuthenticationTo use NTLM authentication as your sole authentication provider when your Web application server is installed on a UNIX system, you need to add the authentication server name to the HspJSHome.Properties file that the HspSetupSupport utility creates.

➤ To modify the HspJSHome.Properties file:

1. With a text editor, open the HspJSHome.Properties properties file.

The location of the HspJSHome.Properties file depends on your application server. Here is a sample location: Program Files\Hyperion Solutions\Hyperion Planning\web\web-inf\lib

2. Add the authentication server name or IP address that appears after the APP Server type line. Here is an example that uses a WebLogic application server type:

APP_SERVER_TYPE=WebLogic

NTLM and LDAP • “About LDAP Authentication” on page 95

• “Configuring the Properties File” on page 100

• “Configuring the NTLM Authentication Server” on page 101

LDAP Steps 4 and 5 in “Configuring the Properties File” on page 100

Type of Authentication Used Follow These Instructions

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AUTHENTICATION_SERVER=<server name or IP address>

where the server name or IP address is the Windows machine where Hyperion Planning installed the application server files.

Note: If DNS is not set up properly, you may also have to enter an IP address for the OLAP server and JDBC.

3. Run the Authentication Server.

It is located in Program Files\Hyperion Solutions\Hyperion Planning\Deployment\Authentication Server\AuthSrvr.bat.

4. Save and upload the modified HspJSHome.Properties file to the application folder (for example, web-inf\lib) on the UNIX machine.

5. Update the CLASSPATH by uploading the following to the web-inf\lib folder on the UNIX machine: db2java.zip.

Configuring the Properties FileThe CSS.PROPERTIES file must reside on the UNIX computer, and the ntlm.rmi.url property of the file needs to be modified to tell the system where to find the remote NTLM authentication server. The remote NTLM authentication server is implemented using the Java Remote Method Invocation (RMI) server, which is included in Java 2 Standard Edition.

Note: The CSS.PROPERTIES file on the UNIX system and on the Windows system must be identical. If the LOGGER.PROPERTIES file is not included in the CLASSPATH, then only the paths to LOGGER.PROPERTIES should be different.

Note: If you are using only LDAP authentication, you can skip steps 1 through 3.

➤ To configure the CSS.PROPERTIES file for a UNIX system to use NTLM authentication:

1. In a text editor, open CSS.PROPERTIES (or the file that was renamed from CSS.PROPERTIES.SAMPLE).

2. Under the comment header # NTLM, modify the property ntlm.rmi.url to point to the RMI registry name, using the format

//machinename:port/rmiservername

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where machinename is the name of the computer running the remote NTLM provider (the default is localhost if left blank), port is the port number (the port default is 1099 if left blank), and rmiservername is the name given to the RMI server.

Note: Rmiservername is always set to NTLMImpl in this release.

For example, the following entry might be valid for this property:

ntlm.rmi.url = //myNTserver2/NTLMImpl

3. If the application server CLASSPATH does not point to the location of the logger.properties file, modify the logFileProps property to indicate the full path to the logger.properties file.

The logger.properties file is included in the CSS directory. The file requires configuration as documented by the Jakarta Project for using log4j as the logging system.

Note: We recommend that you leave the LOGGER.PROPERTIES and the CSS.PROPERTIES files in the CSS directory.

4. Save and upload the CSS.PROPERTIES file to the UNIX server and to the Windows server.

5. Rename the LOGGER.PROPERTIES.SAMPLE file to LOGGER.PROPERTIES and upload it to the UNIX and the Windows servers.

Configuring the NTLM Authentication ServerThe NTLMConnectionServer.properties file must reside on the Windows NT or Windows 2000 server where the remote NTLM authentication provider is installed.

➤ To configure the remote NTLM provider:

1. In a text editor, open the file NTLMConnectionServer.properties.sample.

2. Save the file to the CSS directory under Hyperion Planning, renaming it NTLMConnectionServer.properties.

Note: You must use this exact name.

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Modifying Properties for LDAP or MSADThis section shows how to modify the properties that apply to configuring the provider implementations for Lightweight Directory Access Protocol (LDAP) using iPlanet or Microsoft Active Directory (MSAD) on Windows NT or Windows 2000.

Follow the instructions in these topics:

● “Configuring the Authentication Provider” on page 102

● “Configuring the User Provider” on page 104

Configuring the Authentication Provider

➤ To configure the authentication provider:

1. In a text editor, open CSS.PROPERTIES (or the file that was renamed from CSS.PROPERTIES.SAMPLE).

2. Locate the section that deals with LDAP authentication or MSAD authentication, depending on which configuration you want to use.

If you want to use both, you need to follow these instructions once for each section. The comment headers for each section are:

# This is the LDAP authentication provider properties# This is the MSAD authentication provider properties

3. Optional: Modify the user.url property to indicate the branch in the directory server that contains user definitions.

The user.url property is relative to the URL specified in the search order you defined in step 5 on page 97. If you want the authentication provider to search the whole directory specified by the URL in the search order, then comment out this property.

For example, if users for the provider named ldap are stored in an LDAP Organizational Unit directory named People, the following sample is correct:

ldap.user.url = ou=People

4. Modify the loginAttribute property to point to an attribute in the directory through which a user entry can be discovered.

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The attribute can be part of the DN, such as uid or cn, or it can be a customized extension of the corporate LDAP schema, such as employee_ID, or any other attribute in the directory node of a particular user.

The following sample property states that for the LDAP repositorY, which we have given a provider name of ldap, the user names in which we are interested are using the “user id” attribute:

ldap.loginAttribute = uid

Note: We recommend using uid as the loginAttribute and the nameAttribute property.

The entry above is correct if it is true that all directory server user names are identified by uid = UserName. The following example shows Autumn Smith in the LDAP browser view of a Microsoft Active Directory store:

The above example highlights a subset of the DN. However, the loginAttribute property may instead refer to an attribute under the directory node for the user; for example, loginAttribute may point to uid, shown in the following entry detail:

5. For each named provider, modify the userDN and password properties with an actual user account having read-only access to the directory stores.

Note: This step is required because the external authentication functionality requires read-only access to search user trees in the directory stores.

For example, modify the parts indicated by bold in the following:

ldap.userDN = uid=Fully Qualified Nameldap.password = user_password

msad.userDN = uid=Fully Qualified Name

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msad.password = user_password

Note: ldap and msad are bolded because they are sample provider names. If the directory allows anonymous binding, the values on the right of the equal signs can be left empty.

6. Save the file in the CSS directory.

Configuring the User Provider

➤ To configure the user provider:

1. In a text editor, open CSS.PROPERTIES (or the file that was modified and renamed from CSS.PROPERTIES.SAMPLE).

2. Because Hyperion Planning does not support external groups, you need modify only the nameAttribute property under these comment headers:

# This is the LDAP UserGroup provider properties# This is the MSAD UserGroup provider properties

Modify the nameAttribute property to point to an attribute in the directory through which a user entry can be discovered.

Note: The nameAttribute property must match exactly the value of the loginAttribute property described in step 4 on page 102.

The following sample property states that for the directory store named ldap, the relevant user names are using the Common Name attribute:

ldap.nameAttribute = uid

This entry is correct if all directory server user names are identified by uid = UserName, as is Jane Doe in the following LDAP browser view of a directory store:

This example highlights a subset of the DN. However, the nameAttribute property can alternately refer to an attribute under the directory node for the user. For example, nameAttribute might point to uid, shown in the following entry detail:

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3. You do not need to modify the other properties in this section.

4. Save the file in the CSS directory.

Enabling LDAP AuthenticationAfter you have configured the CSS.PROPERTIES file, you must provide the name of the CSS Property file to the HsxSysAdmin file. Until you do this, support for LDAP authentication is not enabled for Hyperion Planning.

➤ To enable LDAP authentication:

1. On the computer hosting the Hyperion Planning server, run the HsxSysAdmin.msc file.

By default, this file is located in C:\Program Files\Hyperion Solutions\Hyperion Planning\Server.

2. In the left frame of the Microsoft Management Console window, expand the Server Admin folder and click System Properties.

3. In the right frame of the Microsoft Management Console window:

a. Right-click CSS Properties.

b. In the CSS Property Name text box, type the name you gave to the modified CSS.PROPERTIES file.

Hyperion Planning can now access the external authorization configurations you set up in the CSS.PROPERTIES file.

Configuring DCOM Before using Hyperion Planning, the application server’s Distributed Component Object Model (DCOM) settings must be configured. DCOM enables network-based component interaction and enables sharing of processes across a network. With DCOM, components operating on a variety of platforms can interact, as long as DCOM is available within the environment. The following items are set using DCOM security:

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● Authorization level

● Access and launch permissions

● Identity

Typically, DCOM security is configured by an IT professional at your company. For more information about setting up DCOM security, see the Hyperion Planning Installation Guide.

About Hyperion Planning Security Hyperion Planning security determines a user’s privileges in Hyperion Planning.

Users are people who are granted access to the Hyperion Planning application. Groups are sets of users, based on similar access rights needs. After users and groups are defined, you can assign their appropriate access rights to various application elements. For example, you can assign a user or group access to Entity dimension members, forms, and so on.

Access rights for users and groups can vary from one application to another. You must first create and open an application before you can define users and groups, and assign access rights. Access rights for users and groups can be assigned to the following application elements:

● Scenario dimension members

● Version dimension members

● Account dimension members

● Entity dimension members

● User-defined custom dimension members

● Data entry forms

After you establish or update user and group security, the Hyperion Planning application needs to be refreshed to complete the update to Hyperion Essbase security filters. However, before doing this, you can validate that the size of the security filters does not exceed the Hyperion Essbase limit of 4 KB per row. For more information about validating the security filters, see “Creating Application Databases” on page 67. Additionally, if you need to update only a few user security

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filters, you can do that with the Implement Security task. For more information about updating individual user security filters, see “Implementing User Security” on page 116.

Note: Hyperion Business Rules can also be secured, but currently it supports only individual users, not Hyperion Planning groups.

User TypesHyperion Planning supports four types of users: administrators, interactive users, planners, and view users. The administrator user type also contains a super-user type called the application owner.

Administrator Users who are designated as administrators can perform any task in the application and during financial processes, except delete the application or claim ownership of an application. The administrator who is designated as the application owner is the only user who can delete an application. Administrators can perform the following types of tasks:

● Create applications.

● Manage security.

● Maintain metadata.

● Initiate and manage the budget process.

● Designate the e-mail server for e-mail notification.

● Create and maintain Web-based data entry forms.

● Create and maintain Spreadsheet Add-in worksheets.

● Create and maintain reports using Hyperion Reports.

● Create and launch adapter processes using Hyperion Application Link.

● Create and launch business rules using Hyperion Business Rules.

● Enter and view data.

● Initiate the budget process (for example, start planning units).

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Setting Up Multiple Administrators for an Application with One Owner Hyperion Planning allows you to designate more than one administrator per application. This ability facilitates the delegation of maintenance across large applications. An application owner always exists, because he or she is the only administrator who can delete an application. Other administrators who are assigned to an application can perform all tasks except deleting an application, deleting the application owner, or claiming ownership for themselves or another user. The initial owner of the application is the administrator who created the application. The application owner can later reassign ownership of the application to another user.

When the Manage Database task is in use by an administrator, all other tasks are unavailable to other users, including the application owner. Conversely, when any other task is open, the Manage Database task is unavailable to all users. This maintains consistency between the data in the relational database and the Hyperion Essbase database.

Interactive User Interactive users can perform the following tasks:

● Enable e-mail notification (for themselves only).

● Create and maintain Web-based data entry forms.

● Create and maintain Spreadsheet Add-in worksheets.

● Create and maintain reports using Hyperion Reports.

● Create and launch adapter processes using Hyperion Application Link.

● Create and launch business rules using Hyperion Business Rules.

● Enter and view data.

● Submit information and data for approval. They can then control this process, sign off, reject, pass plans to another level, verify the plans with other parts of the organization, and so on. For example a sales director may collect all the planning information for sales managers. Before signing this off, a manufacturing director can review new forecasts based on production capacity.

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Interactive users cannot create and maintain applications, dimensions, exchange rates, or users or access rights assignments. Examples of interactive users are department heads, sales directors, and business unit managers.

Planner In most cases, planners comprise the majority of users. Planners can perform the following tasks:

● Enable e-mail notification (for themselves only).

● Input, submit, and view data.

● Use reports that have been built by others.

● Run data integration routines designed by others.

● Execute business rules and other processes associated with validating and preparing data.

● Use Hyperion Planning Spreadsheet Add-in.

● Use any data access tools for which they are licensed (for example, Hyperion Analyzer).

● Submit information and data for approval. They can then control this process, sign off, reject, pass plans to another level, verify the plans with other parts of the organization, and so on.

Planners are subject to the restrictions placed on interactive users. In addition, planners cannot create and maintain reports, adapter flow diagrams, or business rules.

View UsersView users are a subset of planners and can only view data. Typically, this type of user is an executive who wants to see business plans during and at the end of the budget process. View users can use any data access tool for which they are licensed; for example, Hyperion Web Client, Hyperion Reports, Hyperion Planning Spreadsheet Add-in, Hyperion Analyzer, and so on.

View users are often set up through a user group. That group is then given read access to various combinations of dimensions.

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User Types and Tasks The following table lists Hyperion Planning tasks and the corresponding users who can perform the tasks.

Table 1: User Types and Tasks Matrix

Tasks AdministratorInteractive User Planner View User

Create new applications

X

Modify applications X

Submit plans X X X

Create and modify Web forms

X X

Create and update rules in Hyperion Business Rules

X X

Create and update Hyperion Application Link flow diagrams

X X

Run Hyperion Application Link flow diagrams

X X X

Data entry X X X

View data through Hyperion Planning Web forms

X X X X

View data through Hyperion Reports

X X X X

Create data using the Hyperion Planning Spreadsheet Add-in

X X X

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Setting Up Users Hyperion Planning security determines a user’s data and access rights in Hyperion Planning. You set up users in a Hyperion Planning application on the Web using the Users tab, which is accessed from Administration link.

User names and passwords are managed by an external authentication provider, so they must be created externally—using NTLM, LDAP, or MSAD—before they are added in Hyperion Planning applications. You can then add users to the Hyperion Planning application from the Users tab on the Web (see “Adding Users From the Web” on page 112), or you can import them using a batch utility (see “Importing Users With a Utility” on page 113).

By default, when users are added, they are added as planners, with planners’ access rights. To access specific elements in Hyperion Planning (for example, a data entry form), they must specifically be assigned access rights or inherit access rights by being part of a group that is assigned access rights. If an individual user is assigned to a group, and the access rights of the individual user conflict with those of the group, the individual user’s access rights take precedence.

Search Order for UsersWhen you add or import users into an application, Hyperion Planning searches for the first occurrence of a match using this logic:

If LDAP Authentication is not installed and enabled, Hyperion Planning searches for users based on NTLM’s internal search order:

– The local Hyperion Planning application server.

– The domain that the Hyperion Planning application server belongs to.

– The domains in trusted relationships with the domain that the Hyperion Planning application server belongs to.

Analyze data using the Hyperion Planning Spreadsheet Add-in

X X X X

Table 1: User Types and Tasks Matrix (Continued)

Tasks AdministratorInteractive User Planner View User

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If LDAP Authentication is installed and enabled, Hyperion Planning searches for users based on the search order in the CSS.PROPERTIES file (which IT configured). Note that NTLM may be one of the specified providers in the search order. In this case, see its internal search order, above. For more information, see “Configuring for External Authentication” on page 95.

Adding Users From the Web From the Add User page, you add users and set their user types. You can also enable sharing of a the user’s password with Essbase.

Note: To add many users at once, we recommend importing them with a utility. For more information, see “Importing Users With a Utility” on page 113.

➤ To add a user:

1. In the Value text box, type the user name you want to add.

If you are using NTLM authentication on the local computer, type the user name without the domain. Otherwise, separate the domain name and user name with a backslash (for example, domain\user).

If you are using LDAP authentication, match the attribute specified in step 2 in “Configuring the User Provider” on page 104 (for example, Jane Doe).

For information on how Hyperion Planning searches for the user, see “Search Order for Users” on page 111.

2. Select or clear the Share Password (with Essbase) check box.

Selecting this option enables the password that is set up for the user in Microsoft Windows to be used in both Hyperion Planning and Hyperion Essbase. For more information about shared passwords, see “Modifying Passwords” on page 122.

3. In the User Type area, select a user type.

You can define the user’s role as a planner, interactive user, or administrator. If you are the current owner of the application and select Administrator as the user type, you can designate the user as the application owner. For more information, see “User Types and Tasks” on page 110.

4. Click OK.

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Importing Users With a UtilityTo add a large number of users to a Hyperion Planning application, we recommend that you import them from a text file, using the ImportUsers utility that is included with Hyperion Planning.

Creating the Text FileYou can create a text file that defines the users to import in a variety of ways: manually typing in the values, cutting and pasting the information from another source, or writing a utility to export them.

Each line of the text file must include these three pieces of information, separated by a comma:

● Source\username (for example, hyperion\bsmith). For information on how Hyperion Planning finds and matches users, see “Search Order for Users” on page 111. For information on how user names are specified, see

● Whether or not to synchronize the user’s password with Essbase (true or false)

● The user’s role in the application:

0 = administrator

1 = planner

2 = interactive user

3 = application owner

Example

sunnyvale\user1,true,1

stamford\user2,false,3

paris\user3,true,2

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Importing UsersAfter you have created a text file that defines the users to import, you can import them into a Hyperion Planning application. You must run the ImportUsers utility from the computer where the application server is installed. For information on how Hyperion Planning searches for users, see “Search Order for Users” on page 111.

Note: If you are using a DB2 application and want to use the ImportUsers utility, copy db2java.zip from the DB2 installation directory (by default, this directory is \program files\sqllib\java) to the \Hyperion Planning\utils folder.

Note: If your Web application server is installed on a UNIX computer, you need to change the PROP_PATH to . (a period) in the ImportUsers.cmd file and manually copy the Properties file from the Utils folder on the UNIX system to the Utils folder on the Windows system.

➤ To import users into a Hyperion Planning application:

1. Locate the ImportUsers utility by navigating to the Hyperion Solutions\Hyperion Planning\Utils folder.

2. From the Command Prompt, log on to the Hyperion Planning application and start the utility by typing the following command and required parameters (separating each parameter with a space):

importusers (name of text file) (planning server name) (user name) (password) (application name)

where:

Parameter Explanation

name of text file The full path and name of the text file containing information on the users to import (for example, c:\users.txt)

planning server name

The name of the application server that Hyperion Planning is using (for example, localhost)

user name The name you use to log on to the Hyperion Planning application (for example, kravets).

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For example:

importusers c:\users.txt planning_server dkravets password wentel

3. Examine the results onscreen.


You can now see the new users in the application.

Note: The ImportUsers utility does not add any users that already exist in the application. If an imported user already exists, you can update whether their password is synchronized with Essbase and their user role in the application. You cannot, however, change a user to the application owner role by importing him or her.

Modifying Users From the Edit User page, you change a user’s name and set its user type. You can also enable sharing of the user’s password with Essbase.

➤ To modify a user:

1. At the Users tab, select the user you want to change.

You can edit only one user at a time.

2. In the Value text box, type the user name.

If you are using NTLM authentication on the local computer, type the user name without the domain. Otherwise, separate the domain name and user name with a backslash (for example, domain\user).

If you are using LDAP authentication, match the attribute specified in step 2 in “Configuring the User Provider” on page 104 (for example, Jane Doe).

For more information on how Hyperion Planning searches for a match with the user name, see “Search Order for Users” on page 111.

password The password you use to log on to the Hyperion Planning application (for example, pass1)

application name The name of the Hyperion Planning application (for example, Wentel)

Parameter Explanation

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3. Select or clear the Share Password (with Essbase) check box.

For more information about shared passwords, see “Modifying Passwords” on page 122.

4. In the User Type area, select a user type.

Note: When you change the user type for a user, the user has full read/write access to the application through the Hyperion Planning Spreadsheet Add-in and through Hyperion Essbase until you refresh the Hyperion Essbase cube. Once the cube has been refreshed, the appropriate access rights are applied to the user.

5. Optional: If you are the current owner of the application and you select Administrator as the user type, you can also make the user the application owner by selecting the Owner check box.

6. Click OK.

Deleting Users You delete users in Hyperion Planning on the Web from the Users tab, which is accessed from the Administration link.

➤ To delete a user:

1. On the Users tab, select the users you want to delete.

2. Click Delete.

3. When you are prompted to confirm your deletion, click Yes.

Note: Hyperion Planning lets you delete users, even if they are currently logged.

Implementing User SecurityWhen you add or modify users, you can create or update a security filter in Hyperion Essbase for one user or multiple users. During this process, the size of the security filter is checked to ensure it does not exceed the 4 KB Essbase limit. For example, when you promote an employee, the employee’s access rights may change. In that case, you need to update only one security filter rather than all security filters.

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If you have a very large number of users who need security filter updates, you can use the Manage Database task to update all security filters at once. For more information about updating large numbers of security filters, see “Creating Application Databases” on page 67.

➤ To implement security filters for a user:

1. From the navigation frame on the Hyperion Planning Desktop, double-click Hyperion Planning > Manage Database > Implement Security.

2. Select the users whose security filters you want to update.

3. Click .

Importing Access RightsThe ImportSecurity utility lets you load access rights for users and members from a text file into Hyperion Planning. You can create a text file that specifies access information and load that information directly into your Hyperion Planning application.

When creating the text file, consider the following:

● The name of the text file must be Secfile.txt and it must be saved in the Hyperion Solutions\Hyperion Planning\Utils folder

● All users and members must be defined in the database

● Each line must specify security implementation information

● Each line must contain the following items separated by a comma ( , )

Item Description

User Name An application planner

Member Name A member (account, entity, scenario or version) in the application

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For example, a line might contain the following:

User1, Member1, Read, @CHILDREN

➤ To import security information into Hyperion Planning:

1. Locate the ImportSecurity utility by navigating to the Hyperion Solutions\Hyperion Planning\Utils folder.

2. From the Command Prompt, type the following command and required parameter:

importsecurity.exe <UDL>

where <UDL> is the path and name of the Hyperion Planning UDL file that points to the application for which you are specifying security.

3. After you execute the utility, check the secmig.log in the Utils folder for a list of actions and a list of records inserted.

Note: The ImportSecurity utility retains existing form access for any users listed in Secfile.txt.

Access Rights Read, Write or None. (None is ignored.)

Note: If there are duplicate lines for a user name/member name combination, the line with Write access takes precedence. For example, consider the following two lines:

User1, Member1, Read, @IDESCENDANTS User1, Member1, Write, @ICHILDREN

In this case, the security applied is User1, Member1, Write, @ICHILDREN.

Hyperion Essbase Access Flags

@CHILDREN, @ICHILDREN, @DESCENDANTS, @IDESCENDANTS and MEMBER.

Note: The implementation of security for these functions is the same as that in Hyperion Essbase.

Item Description

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Setting Up Groups Groups are sets of users, based on similar access rights needs, who are granted access to the application. After users and groups are defined, you can assign their access rights to various application elements. Users and groups are defined for each application. A user or group may have different (if any) access rights for different applications. A user may be a member of more than one group.

Hyperion Planning groups are defined within Hyperion Planning applications and do not correspond with authentication provider groups. If you want to organize users of an application into groups, you must specifically create the groups in Hyperion Planning.

When you assign a user to a group, that user acquires the access rights of the group. However, if a user is assigned to a group, and the access rights of the individual user conflict with those of the group, the individual user’s access rights take precedence. User groups honor the access rights overrides in Workflow Tasks. For example, although a certain individual user may have write access to a planning unit because the user acquired that access as a member of a group, the user will have read-only access if another user currently has ownership of the planning unit.

Deleting a group does not delete its individual users. They are no longer part of the group because the group no longer exists. Users who were part of the deleted group may gain or lose some access rights, depending on the access rights that had been assigned to the group and the users’ individual access rights.

You add, change, and delete groups in Hyperion Planning on the Web with the Groups tab, which you access from the Administration link.

Adding Groups You add, change, and delete groups in Hyperion Planning on the Web with the Groups tab, which is accessed from the Administration link.

➤ To add a group:

1. In the Group Name text box on the Add Group page, enter the name of the new group.

The name of the group must be unique within the application.

2. Optional: In the Description text box, enter a description of the new group.

3. Click Add Users.

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● In the Available Users area, select the users you want to add to the group

and click Right Arrow, , to move them to the Selected Users area.

● Click Right Arrow All, , to move all users to the Selected Users area.

5. Click OK.

6. Click OK.

Modifying Groups You add, change, and delete groups in Hyperion Planning on the Web with the Groups tab, which you access from the Administration link.

➤ To modify a group:

1. In the Group Name text box on the Edit Group page, change the name of the group.

The name of the group must be unique within the application.

2. Optional: In the Description text box, enter or change the description of the group.

3. Click Add Users.

4. Do one or more of the following:

● In the Available Users area, select the users you want to add to the group

and click Right Arrow, , to move them to the Selected Users area.

● Click Right Arrow All, , to move all users to the Selected Users area.

● In the Selected Users area, select the users you want to remove from the

group and click Left Arrow, , to move them to the Selected Users area.

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● Click Left Arrow All, , to move all users to the Available Users area.

5. Click OK.

6. Click OK.

Deleting Groups You add, change, and delete groups in Hyperion Planning on the Web with the Groups tab, which is accessed from the Administration link.

➤ To delete a group:

1. At the Groups tab, select the groups to delete.

2. Click Delete.

3. When you are prompted to confirm your deletion, click Yes.

Modifying Passwords If users who are set up to share their passwords want to change their passwords in Hyperion Planning, they must do so by changing them directly in the external authentication provider: Microsoft Windows LAN Manager (NTLM), LDAP through iPlanet, or Microsoft Active Directory (MSAD). For example, a user would change a password through Microsoft Windows Authentication/Logon and then log on to Hyperion Planning through the Web client. At that time, the new password information is passed to the Hyperion Essbase Server.

If a user is set up to maintain separate passwords (that is, you deselected the option to share the password when setting up a user), you then need to change the user’s password using Hyperion Essbase Application Manager. Until you do so, the user’s password is set to the default, which is password. Users need to use this default password when accessing Hyperion Planning data through a Hyperion tool, such as Hyperion Analyzer.

When changing a user’s password, keep in mind that by default, Essbase passwords must have at least six characters. In addition, when you add a user to Hyperion Planning, two user IDs are automatically created in the Hyperion Essbase database. For example:

user1

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user1_

If you are using NTLM authentication, user1 is specified in NTLM, without the domain name (for example, dkravets). If you are using LDAP authentication, user1 is the value specified in step 4 in “Configuring the Authentication Provider” on page 102 (for example, Autumn_Smith).

In either case, the system appends an underscore character after the second user ID. The password for the underscore user ID should not be changed. In all cases, the user type in the Hyperion Essbase security settings is user.

Tip: If two Hyperion Planning applications exist on a single Hyperion Essbase server, and contain the same user in each application, you must pay attention to whether or not you select to share the user’s password in either one of the applications. For example, if you select to share the user’s password in one application but not in the other application, it will be shared in both applications regardless. This is because Hyperion Essbase maintains users and their passwords on a server basis rather than on an application basis.

Assigning Access Rights Access rights for users and groups can vary from one application to another. You must create and open an application before you can define users and groups and assign access rights. Access rights for users and groups can be assigned to the following application elements:

● Scenario dimension members

● Version dimension members

● Account dimension members

● Entity dimension members

● User-defined custom dimension members

● Data entry forms

● Business rules (supports users only, not groups)

Note: Changing a user’s or group’s access to the dimension members affects the members that are displayed on the axis on the form (after the application is refreshed). Hyperion Planning applications should be refreshed after any changes are made to user or group security.

Setting Up Security

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You can assign access rights to a dimension member or form when you add or modify that dimension member or form. In each instance, there is an Assign Access option where you can assign access rights for that dimension member or form.

Access rights consist of the following options:

● Read - Allows view access to the dimension member or form for the specified user or group

● Write - Allows view and modify access to the dimension member or form for the specified user or group

● None - Prohibits access to the dimension member or form for the specified user or group

Note: None is the default access and does not need to be specified.

You can specify only one access right for each user or group. However, when you assign a user to a group, that user acquires the access rights of the group. If an individual user is assigned to a group and the access rights of the individual user conflict with those of the group, the individual user’s access rights take precedence.

If there is no access right specified for a user or group to an Entity, Account, or user-defined custom dimension member, an inheritance option may determine the user or group’s access rights. However, an access right assigned to the member takes precedence over any inherited security access.

When assigning access rights to a specific member, you can also specify an attribute that causes the children or descendants of that member to inherit its access rights. In addition, when specifying inheritance attributes, you can include or exclude the actual member from the access rights setting. The following table illustrates the available inheritance options.

Table 2: Options for Inheriting Access Rights

Inheritance Option Result

Member The access right is assigned only to the currently selected member.

Children The access right is assigned to all children members in the level below the currently selected member.

iChildren The access right is assigned to the currently selected member and all children members in the level below it.

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Setting Up Hyperion Essbase Security as Defined by Hyperion Planning

For every licensed user in Hyperion Planning, two users are created in each Hyperion Essbase database: the named user (as determined by the external authentication provider) and the internal user. The internal user is identical to the named user, with an underscore appended. For information on the naming conventions for users, see “Modifying Passwords” on page 122 The password for the internal user is generated automatically.

CAUTION: The password generated by the system should not be modified.

The named user is always used to log on and authenticate a user. Depending on which program a user logs on through (for example, Hyperion Planning Web or Hyperion Analyzer), Hyperion Planning connects to the Hyperion Essbase database using the appropriate user type to establish a connection. The possible connection types are listed in the following table:

Descendant The access right is assigned to all descendant members below the currently selected member.

iDescendant The access right is assigned to the currently selected member and all descendant members below it.

Program Used to Log on to Hyperion Planning Application Hyperion Essbase Connection

Hyperion Planning Web Client Pooled supervisor user

Hyperion Planning Windows Desktop and Hyperion Planning Spreadsheet Add-in

Internal user

In addition, when an internal user logs on to an application, one supervisor user is logged on for that application. This occurs only for the first internal user who logs on, not for each subsequent internal user.

Table 2: Options for Inheriting Access Rights


Setting Up Security

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After the connection is established in Hyperion Essbase, the type of access a user has depends on the user type that is used to establish the connection.

Setting Up Security for Business Rules The ability for users to launch business rules from Hyperion Planning Web requires setting up appropriate access rights in the Hyperion Essbase database and in the Hyperion Business Rules repository. Setting security in Hyperion Essbase and the Hyperion Business Rules repository needs to be established for both Hyperion Planning users—the named user and the internal underscore user.

Setting Security on Business Rules in Hyperion EssbaseFor users to launch business rules, the type of access assigned in Hyperion Essbase depends on the business rule type. For users to launch calculation scripts (either created in Hyperion Essbase or exported from Hyperion Business Rules to Hyperion Essbase), they must have a minimum of Calculate rights to the Hyperion Essbase database for those specific calculation scripts. Allow All Calcs access gives users permission to run all calculation scripts stored on the application or database. For users to launch business rules that reside in the Hyperion Business repository, they must have a minimum of Calculate rights to the Hyperion Essbase database.

Analytical tools, such as Hyperion Business Rules and Hyperion Essbase Spreadsheet Add-in

Named user

User Type for Connection Planner Interactive User Administrator

Internal User Calculate Calculate Application Designer

Named User Read Calculate All Calculate All

Program Used to Log on to Hyperion Planning Application Hyperion Essbase Connection

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Setting Up Security


Access rights must be set up through Hyperion Essbase Application Manager. For instructions on setting up appropriate security to launch calc scripts, refer to the Hyperion Essbase documentation.

CAUTION: If you delete a business rule from Hyperion Essbase, you must remove the deleted business rule from any forms to which it is assigned.

Setting Security on Business Rules in the HBR RepositoryFor users to launch business rules that reside in the Hyperion Business Rules repository, access rights need to be assigned in Hyperion Business Rules in addition to those in Hyperion Essbase. In Hyperion Business Rules, users need to be assigned access to the specific business rules. If a business rule contains run-time prompts, run-time prompt security also needs to be set.

Access rights must be set up through the Hyperion Business Rules Designer module. For instructions on setting up appropriate security for business rules and run-time prompts, see the Hyperion Business Rules documentation.

Note: When you export a business rule with the Apply Existing Security Settings check box selected, the user access assignment of the business rule is retained in Hyperion Essbase.

Setting Up Security in Hyperion Reports Hyperion Reports supports three types of security:

● User Authentication

– Logon security

– Access to Hyperion Reports and data source

● Application Rights

– Access to tasks within Hyperion Reports

– Rights to design or view reports

● Data Rights

– Access to data source data such as members and values

Setting Up Security

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– Access to Hyperion Reports objects such as reports and folders

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Setting Up Security



6

Chapter

6Setting Up Multiple Alias Tables

This section describes how to set up and maintain multiple alias tables within a Hyperion Planning application.

About Alias TablesYou can assign one or more alternate names, or aliases, to Hyperion Planning Account, Entity, and user-defined dimension members. Aliases provide the ability to create unique sets of identifiers when working with dimensions and members. Hyperion Planning allows up to 10 aliases per dimension and dimension member, including the default alias.

For example, members in a Cost Center dimension may be identified by their number (100, 200, 210, and so on) or by their more descriptive alias (Human Resources, Engineering, Sales, and so on). Members may also have aliases for different languages.

When creating a Hyperion Planning application, Hyperion Essbase creates an empty default alias table in the database outline. If you do not create any other alias tables, all aliases are stored in this default table.

However, you can create up to nine new alias tables for storing new aliases in Essbase. Adding or changing aliases or alias tables means you must refresh the application. Changes are not in effect until the database is updated. To view the subsequent database outline, open Hyperion Essbase Application Manager and select Outline > Aliases > Set Table and select a specific alias table.

Note: You can only use alias tables that are created from within Hyperion Planning. Alias tables that are created outside of Hyperion Planning are deleted during an application refresh.

Multiple alias tables support the following language combinations:

● English, French, German, Spanish, and Italian

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Setting Up Multiple Alias Tables


● Japanese and English

● Korean and English

● Turkish and English

Each time you open the Custom Dimensions task on the Desktop, the default alias table is selected. If you select a new alias table for a dimension or member, it becomes the current alias table selection for all dimensions and members that support multiple aliases for the current session only. Web users can select which alias table to use by changing their user preferences.

Adding Alias Tables

➤ To add an alias table:

1. From the navigation frame on the Desktop, double-click Hyperion Planning > Multiple Aliases.

2. Click Add Table, .

3. In the New Alias Table Name text box, enter a name of up to 80 characters for the alias table.

Note: The alias table name cannot contain the Tab, double quote “, or backslash \ characters.

Note: The alias table name cannot start with the following characters:

‘ \ < | , = @ _ + - { } ( ) .

4. Click OK.

Copying Alias Tables

➤ To copy an alias table:


2. Click Copy Table .


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3. From the Source Alias Table drop-down list, select the alias table you want to copy.

4. From the Target Alias Table drop-down list, select the alias table to which you want to copy the information.

5. Click OK.

Clearing Alias Tables

➤ To clear an alias table:


2. Select the alias table you want to clear.

Note: Clearing the alias table removes the contents of the table but not the table itself.

3. Click Clear Table . You are prompted to confirm your intention to clear the contents of the alias table.

4. Click OK.

Renaming Alias Tables

➤ To rename an alias table:


2. Click Rename Table .

3. From the Alias Table drop-down list, select the alias table you want to rename.

Note: You cannot rename the default alias table.

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4. In the New Table Name text box, enter a name of up to 80 characters for the alias table.

Note: The alias table name cannot contain the Tab, double quote “, or backslash \ characters.

Note: The alias table name cannot start with the following characters:

‘ \ < | , = @ _ + - { } ( ) .

5. Click OK.

Deleting Alias Tables

➤ To delete an alias table:


2. Select the alias table you want to delete.

Note: Deleting the alias table removes the contents of the table and the table itself.

3. Click Delete Table . You are prompted to confirm your intention to delete the alias table.

4. Click OK.

Selecting an Alias TableIf you have assigned alternate names, or aliases, to Account, Entity, and user-defined dimensions and members, users can select which set of aliases (stored in an alias table) to use for displaying member and dimension names. For example, an alias table named French could display members in French and another alias table named German could display members in German. Users can select the alias table to use in Web forms through the Preferences link in the Hyperion Planning Web Client.

➤ To select an alias table:

1. From the Hyperion Planning Home page, click the Preferences link.


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2. Select the Application tab.

3. From the Alias Table drop-down list, select an alias table.

4. Click Save.

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7

Chapter

7Setting Up the Calendar and Currencies

This section describes how the calendar rolls up, which currencies are used in an application, and how currencies are converted from one to another.

Customizing the Calendar You use the Calendar task to maintain the Time dimension. The time periods that span the Hyperion Planning database are set up by the budget administrator when the application is created. After the calendar in the application is created, you cannot change the base time period or reduce the number of years in the calendar. You can change the rollup structure and add more years to the calendar using the Calendar task.

Defining How Calendars Roll Up The default roll up structure is based on the base time periods that are defined by the budget administrator when the application is set up. The following table illustrates the roll up scenario for each possible base time period:

Table 1: Calendar Roll Up

Base Time Period Roll Up

12 Months Four quarters are created per year. Months roll up into their parent quarter and quarters roll up into a year.

Quarters Quarters roll up into a year.

Custom There are no default roll up structures. Instead, a flat list of the custom base time periods is displayed.

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Setting Up the Calendar and Currencies


When you start the Calendar task, the Calendar window displays. Properties for a selected item in the hierarchy are displayed in the Period Properties to the right of the Summary Time Periods hierarchy. As the budget administrator, you can change the names, descriptions, and ranges of the summary time periods in the hierarchy.

Creating Summary Time Periods

➤ To create a summary time period:

1. From the navigation frame on the Desktop, double-click Hyperion Planning > Manage Dimensions > Calendar.

2. Select the first summary time period in the Summary Time Periods hierarchy.

Note: You must work from the top of the hierarchy to the bottom when you create summary time periods. Otherwise, Hyperion Planning views the rollup structure as asymmetrical and will not allow you to continue.


● Click New Period.

● Select Task > New Period.

Note: The new summary time period displays in the hierarchy as a parent of the selected item. It has a temporary name.

4. In the Name text box, enter a name for the new summary time period.

5. Optional: In the Description text box, enter a description for the new summary time period.

6. Use the Start Period and End Period drop-down lists to select start and end time periods.

7. Repeat steps 3 through 6 for each summary time period you want to add.

8. Click Save.


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Modifying Summary Time Periods The Period Properties frame to the right of the Summary Time Periods hierarchy displays the properties of a selected item in the hierarchy. You can use the Period Properties frame to rename a summary time period or to change the range of a summary time period. You cannot change the order of the base time periods or skip base time periods. Also, the range cannot extend beyond the current fiscal year.

➤ To modify the name of a summary time period:


2. In the Summary Time Periods hierarchy, select the summary time period you want to rename.

Note: You cannot rename base time periods or Year Total.

3. In the Name text box, highlight the existing text and enter a new name.

4. Optional: In the Description text box, highlight the existing text and enter a new description.

5. Repeat steps 3 through 4 for each summary time period you want to rename.

6. Click Save.

➤ To modify the range of a summary time period:


2. In the Summary Time Periods hierarchy, select the summary time period for which you want to change the range.

3. Use the Start Period and End Period drop-down lists to select the time periods for the selected summary time period.

● If you select a summary time period with no sibling above it, then the Start Period drop-down list is not available and displays its first child.

● If you select a summary time period with no sibling below it, then the End Period drop-down list is not available and displays its last child.

● If you select a summary time period that has a sibling above it, then the Start Period drop-down list is available and displays all children except the first child of the sibling above it.

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● If you select a summary time period with a sibling below it, then the End Period drop-down list is available and displays all children from the Start Period through the next sibling’s children, except for the last child.

4. Repeat steps 2 and 3 for each summary time period you want to modify.

5. Click Save.

Deleting Summary Time Periods

➤ To delete a summary time period:


2. In the Summary Time Periods hierarchy, select the summary time period you want to delete.

Note: You cannot delete a base time period.


● Click Delete Period.

● Select Task > Delete.

4. The summary time period is removed from the hierarchy and the children are moved into another summary time period, as described below:

● If you delete the first summary time period in the hierarchy, the children are moved into the next sibling of the summary time period.

● If you delete the last summary time period in the hierarchy, the children are moved into the previous sibling of the summary time period.

● If you delete a summary time period from the middle of a hierarchy, the children are moved into the previous sibling of the summary time period.

5. Repeat steps 2 through 4 for each summary time period you want to delete.

6. Click Save.


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Expanding and Collapsing the Hierarchy

➤ To expand the summary time periods in the hierarchy:



● Click Expand All.

● Select Task > Expand All.

➤ To collapse the summary time periods in the hierarchy:



● Click Collapse All.

● Select Task > Collapse All.

Adding Years to the Calendar You can add years to the calendar, however, the calendar cannot exceed 15 years. You cannot reduce the number of years in the calendar without creating a new database.

➤ To add years to the calendar:



● Click Add Years.

● Select Task > Add Years.

3. In the Number of Years to Add text box, enter the number of years you wish to add to the calendar.

Note: The total calendar years cannot exceed 15.

4. Click OK.

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Changing the Current Year or Period The Options dialog box displays the current year and period for the calendar that was defined when the application was created. You can change either of these options.

➤ To change the current year or period:



● Click Options.

● Select Task > Options.

3. From the Current Year drop-down list, select the current year.

4. From the Current Period drop-down list, select the current period.

5. Click OK.

Converting Currency Values You can plan, forecast, and analyze your financial information in a single currency or in multiple currencies. As the budget administrator, you control the following situations:

● Which currencies an application uses

● Which currencies an application uses for reporting purposes

● How currencies display in reports and data entry forms

● How one currency is translated into another currency

● Whether a third currency (also known as a triangulation currency) is used for converting between currencies

● When currency conversions occur

Enabling Multiple CurrenciesWhen you create an application, you specify that the application uses only one currency, or multiple currencies. If you specify that the application uses only one currency, neither the Currency nor Exchange Rates tasks are available on the


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navigation frame. For more information about creating an application that allows multiple currencies, see “Setting Up Currencies” on page 58. Additionally, if you enabled the application to support multiple currencies, you can also enable multiple currency support per entity on the forms you create and during business rule selection. For more information about form options and business rule selection, see “Setting a Form’s Display Options” on page 246 and “Selecting Business Rules” on page 250.

To allow users to work with currencies other than entities’ base currencies, you must also do one of the following when selecting members for a form:

➤ To compare converted currencies in the same form, for rows and columns select to display at least two different currencies.

➤ To convert currencies for all the currency values in the form, assign the Currency dimension to the page axis and select reporting currencies as members. Users can then select the currency member of their choice from the page axis and then launch the calculate currencies calc script to view all the values in that currency.

Working with Multiple CurrenciesIf multiple currencies are enabled, users can see values converted from the local currency to a reporting currency and can override a cell’s base currency. The following are some important points to know about working with multiple currencies:

● To convert data from one currency to another, multiple currencies must be enabled for the application and for the form, and the form must include at least two currencies.

● When the local currency is selected on a data entry form, the default stored and displayed currency for each cell is the entity’s base currency (which you set up). Think of the local currency members and values as source currencies. Users can enter data values only into local currency members. If the local currency member is selected, then all the currencies that are set up for the application are available as valid input types.

● Currencies can be converted only to reporting currencies. Think of reporting currencies as target currencies in that they are read-only. Users cannot enter data into cells that are displayed in a reporting currency. The application’s main currency is by default a reporting currency. You can change which currencies are reporting currencies within the Currencies task.

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You can load values (from historical scenarios, for example) into a reporting currency by using the Hyperion Essbase Adapter to populate values directly into Hyperion Essbase.

● Currency conversion is limited to level 0 members.

● Currencies that are defined for the application, including reporting and non-reporting currencies, (as set up in the Currencies task) are valid currencies for data entry. The valid currencies for data entry are displayed in a list that users can access by clicking the Available Currencies link on the Enter Data page.

● To get meaningful results, roll up values in one common reporting currency. If members of a subtotal have mixed currencies, the currency type is blank and the currency symbol does not display. For example, adding 10 US dollars and 10 Japanese Yen to a subtotal value of 20 does not make sense.

About the Calculate Currencies Calc ScriptThe Calculate Currencies calc script is based on the dimensions and members on the form. This calc script converts data from the local currency to the reporting currency specified on the form, applying the exchange rate conversions.

The following is a list of important points to know about the Calculate Currencies calc script:

● It converts only level 0 members.

● It does not calculate subtotals. To subtotal values, run the Calculate Form calc script (or a customized calc script that includes aggregation) after converting currencies.

● It ignores #missing values.

● It can be turned on or off by associating or disassociating it with a form (a form design option).

● It is by default set to not run when saving data.

Exchange Rate Types There are three types of exchange rates associated with a currency:

● Historical

● Average


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● Ending

The exchange rate type used for each account is specified in the Custom Dimensions window when you set up accounts. For average and ending rate types, you can enter values for all time periods. For the historical rate type, you can enter a single rate value that is used for all time periods, including the Beginning Balance time period. For the Beginning Balance time period you can enter a single rate value that is always used for that time period for average and ending rate types.

Triangulation Hyperion Planning supports currency conversion by triangulation through an interim currency. The interim currency is called the triangulation currency. For example, if you know Euro/US Dollar exchange rate and the Euro/French Franc exchange rate, you can calculate the US Dollar/French Franc exchange rate by using the Euro as the triangulation currency.

You also have the ability to modify a currency’s triangulation currency. Doing this requires you to re-enter exchange rates relative to the triangulation currency property. You must then refresh the application for the new exchange rates to be transferred and stored to the plan types.

Note: The application’s default currency cannot be selected as a triangulation currency.

Scaling You can specify that data values be scaled when they are displayed in certain currencies. For example, you might set the scaling for Yen to Thousands. You could enter 10,000 as a value for the Japan entity on a form with the Local member selected for the Currency dimension. When you select Yen as the currency member for the form, the scaling is applied and 10 displays as the value for Japan.

Number FormattingYou can determine how numerical values display in a data entry form. This applies to non-currency as well as currency data types. However, users can override these settings on an individual basis in data entry forms. You can determine the initial display of:

● The thousands separator:

– None - to display numbers with no thousands separator

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Example: 1000

– Comma - to display numbers with a comma separating thousands values

Example: 1,000

– Dot - to display numbers with a dot separating thousands values

Example: 1.000

– Space - to display numbers with a space separating thousands values

Example: 1 000

● The decimal separator:

– Dot - to display the decimal separator as a dot

Example: 1000.00

– Comma - to display the decimal separator as a comma

Example: 1000,00

● The display of negative numbers:

– Prefixed minus - to display a minus sign in front of negative numbers

Example: -1000

– Suffixed minus - to display a minus sign behind negative numbers

Example: 1000-

– Parentheses - to display brackets around negative numbers

Example: [1000]

● The color of negative numbers:

– Black - to display negative numbers in black

– Red - to display negative numbers in red

Reporting CurrenciesA reporting currency is the currency in which your company prepares its financial statements. Hyperion Planning supports currency conversion from local currencies to one or more reporting currencies. The converted reporting currency values are


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stored and are read-only for all users. An application’s default currency is also the default reporting currency. You also have the ability to disable a currency as a reporting currency.

Seeing How a Currency is Used You can see a graphical representation of how a currency is used in an application. The display reports such information as whether a currency:

● Is the default currency

● Is used as a triangulation currency

● Has a conversion or exchange relationship set up with other currencies

● Is used by an entity

➤ To see how a currency is used:

1. From the navigation frame on the Desktop, double-click Hyperion Planning > Manage Dimensions > Currencies.

2. From the list of currencies, highlight the currency for which you want information.

3. Click Show Currency Usage, .

4. Click OK.

Adding Currencies You can add currencies to an application as needed. When you add currencies, you can select them from a pre-defined list or create your own. You can specify the following properties when you add a currency:

● The three letter code

● The symbol

● A description of up to 256 characters

● The scaling factor to use, if any, when values are displayed in the currency

● The triangulation currency, if any, to use for currency conversion

● The number formatting

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● Whether or not it is a reporting currency

➤ To add a currency:



● Click New Currency, .

● Select Task > New Currency.


● To add a pre-defined currency to the application, select Select Standard Currencies.

● To add a custom currency to the application, select Create a New Currency and specify the following properties:

– In the Code text box, enter an abbreviation or key identifier of up to three characters for the new currency.

– From the Symbol drop-down list, select a symbol for the new currency.

– Optional: In the Description text box, enter a descriptive name for the new currency.

– Optional: From the Scale drop-down list, select how the new currency is entered and displayed (in whole numbers, tens, hundreds, thousands, ten thousands, and so on).

– Optional: From the Triangulation Currency drop-down list, select a currency to be used for converting the new currency to a different currency through a common, third currency, which is the triangulation currency.

– Optional: From the 1000s Separator drop-down list, select an option to display numbers with thousands values.

– Optional: From the Decimal Separator drop-down list, select an option to display numbers with decimal values.

– Optional: From the Negative Sign drop-down list, select an option to display numbers with negative values.


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– Optional: From the Negative Color drop-down list, select a color option to display numbers with negative values.

– Optional: Select the Reporting Currency option to designate the currency as a reporting currency.

4. Repeat steps 2 and 3 for each new currency you want to add.

5. Click OK.

Modifying Currencies

➤ To modify a currency:


2. From the Currencies area, select the currency you want to modify.


● Click Edit Currency, .

● Select Task > Edit Currency.

4. Modify the properties as necessary.

– From the Symbol drop-down list, select a symbol for the currency.

– In the Description text box, enter a descriptive name for the currency.

– From the Scale drop-down list, select how the currency is entered and displayed (in whole numbers, tens, hundreds, thousands, ten thousands, and so on).

– From the Triangulation Currency drop-down list, select a currency to be used for converting the currency to a different currency through a common, third currency, which is the triangulation currency.

– From the 1000s Separator drop-down list, select an option to display numbers with thousands values.

– From the Decimal Separator drop-down list, select an option to display numbers with decimal values.

– From the Negative Sign drop-down list, select an option to display numbers with negative values.

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– From the Negative Color drop-down list, select a color option to display numbers with negative values.

– Select or deselect the Reporting Currency option.

Note: You cannot modify the Code property.

5. Repeat steps 2 through 4 for each currency you want to modify.

6. Click OK.

Deleting Currencies

➤ To delete a currency:


2. From the Currencies area, select the currency you want to delete.

3. Click Show Currency Usage to see if the currency is the default currency, is used as a triangulation currency, or is associated with an entity. You cannot delete a currency that meets any of these criteria. Additionally, if you delete a currency that is defined in the exchange rate table, it is also deleted from that table.


● Click Delete Currencies, .

● Select Task > Delete Currencies.

5. The system prompts you to confirm your intention to delete the currency.

6. Click Yes.

7. Repeat steps 2 through 6 for each currency you want to delete.

8. Click OK.

Note: After deleting a currency, you need to update and validate business rules, reports, and Hyperion Application Link adapter processes.


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Setting Up Exchange Rates You use exchange rates to convert values from one currency to another. This allows you to plan in a variety of currencies. Some situations where you might want to set up exchange rates include:

● When you want to enable budget preparers in various countries to create plans in their native currencies

● When you want to show summary data in reports in a particular currency

● When you want to summarize values from multiple currencies into a single currency

For example, you might specify Yen as the base currency for the Japan entity and US Dollars for the United States entity. When you display a data entry form that has values on it for the Japan entity and the form’s display currency is set to US Dollars, the exchange rates for the Yen is used to convert the values for Japan to US Dollars. If the display currency is set to Yen, it uses the exchange rates for US Dollars to convert values for the Unites States entity to Yen.

Note: When you create an application, you must have selected to use multiple currencies for the Exchange Rates task to be available. If you selected to create the application using one currency, the Exchange Rates task is not available.

About Exchange Rate Tables Each application has a default currency, which you specify when creating the application. When setting up the exchange rate tables, only the default currency, and any triangulation currencies are available as destination currencies. You can then enter exchange rates from all source currencies to the default or triangulation currencies.

You can create as many exchange rate tables as the application requires, each with a different purpose. For example, you could use three exchange rate tables, each representing a different business scenario and name them Forecast, Actual, and Budget. Each table is typically associated with one or more scenarios. Each scenario can be associated with only one exchange rate table. When you create a scenario, Hyperion Planning allows you to select which exchange rate table to use for converting currencies.

You can then enter conversion values between the default currency and all the currencies defined in the Currencies Module. Each exchange rate tables span all time periods of the application calendar so that you can apply exchange rates to all scenarios. When you create a new exchange rate table or modify existing exchange

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rate tables, you must refresh the application for the new exchange rates to be transferred and stored in the plan types. For more information about creating and refreshing applications, see “Creating Application Databases” on page 67 and “Refreshing Application Databases” on page 70.

Hsp_Rates DimensionApplications that support multiple currencies include an additional dimension called Hsp_Rates. This dimension is used to store exchange rates. There are two members within this dimension:

● Hsp_InputValue - which stores data values

● Hsp_InputCurrency - which stores currency types for the data values

When you generate reports or load data, you need to refer to the Hsp_InputValue member. Additionally, when you load data, you need to load the data against the local currency. You do not need to refer to the Hsp_InputCurrency member.

By default, the Hsp_Rates dimension is set to Dense. You can change this setting using the Performance Settings option. For more information about changing performance settings, see “Optimizing Application Performance” on page 76.

Triangulation If currency A is set to triangulate through another currency B, then the exchange rates between currency A and any other currencies that triangulate through currency B are calculated automatically. For example, French Francs and Deutsche Marks might both be set to triangulate through the Euro. After rates are entered for converting between French Francs and the Euro and between Deutsche Marks and the Euro, the rates for converting from French Francs to the default currency and the rates for converting from Deutsche Marks to the default currency are automatically calculated.

Calculation Method When you input exchange rates for converting from one currency to another, you select either Multiply or Divide as the calculation method. For example, if you select 1.5 as the rate for converting British Pounds to US Dollars, and select multiply as the calculation method, 1 British Pound is converted to 1.5 US Dollars.


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Setting Up Exchange Rate Tables You enter exchange rates for time periods using the Exchange Rate Table window. You do not have to define exchange rates for all time periods. By default, the time periods shown in the table are for the current year of the application. You can control which columns and years display on an exchange rate table. Your selections do not affect the actual data stored in the table, just whether or not it displays. The display selections are not saved when you save the table.

The following table describes the option on the Exchange Rate Table window:

Table 2: Exchange Rate Table Window Options

Currency Select the currency from the list for which you want to enter conversion rates (either the default currency or any triangulation currency). For example, if you want to specify a rate for converting French Francs to the default currency of the application, select the default currency in the Currency column.

From Select the currency to enter rates from which to convert (source currency).

Method The mathematical operator (either multiply or divide) that determines how values are calculated between the source and destination currencies.

Historical For all time periods, this value sets the exchange rate for accounts whose Exchange Rate Type is set to Historical (in the Custom Dimension task). The account’s Data Type must be set to Currency. Historical is typically used for balance sheet account types. A historical exchange rate may reflect a calculated rate over time, a rate for a point in time prior to the application’s calendar, or a rate that was in effect when an event occurred.

Beg Balance The value of balance sheet accounts (for example, Asset, Liability, and Equity). There is one beginning balance time period, which is the first time period in the application. Rates for the Beginning Balance time period are populated for each year in the application. Scenarios that do not include the first year of the application can still include a Beginning Balance time period.

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➤ To set up an exchange rate table:

1. From the navigation frame on the Desktop, double-click Hyperion Planning > Manage Dimensions > Exchange Rates.


● Click New Rate Table, .

● Select Task > New Rate Table.

3. In the Name text box, enter the name of the new exchange rate table.

4. In the Description text box, enter a description for the new exchange rate table.

5. Click OK.

Average For any time period, this value sets the exchange rate for accounts whose Exchange Rate Type is set to Average (in the Custom Dimension task). Average is typically used for Revenue and Expense account types, or for Saved Assumption account types whose Time Balance option is set to Flow. The account’s Data Type must be set to Currency.

Ending For any time period, this value sets the exchange rate for accounts whose Exchange Rate Type is set to Ending (in the Custom Dimension task). Ending is typically used for Asset and Liability account types, or for Saved Assumption account types whose Time Balance option is set to Balance. The account’s Data Type must be set to Currency.

Show Columns for Lets you control which columns display in the grid by clicking the check boxes for Average Rates, Type, End Rates, Method, Historical, and Beg Balance.

Years Click to specify the time periods shown in the grid. By default, the time periods shown in the grid are the current year of the application calendar.

Select Another Rate Table

Click to select another Exchange Rate table to edit.

Table 2: Exchange Rate Table Window Options


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6. Highlight the exchange rate you created and click Open Rate Table.

7. From the Currency list, select the default currency or triangulation currency you want to set up.

8. Place the cursor in the row of the currency you want to convert from and in the cell for which you want to enter a value.

9. Enter values in the other columns of the row to reflect the relationship you want to set up when Hyperion Planning converts from that currency to the default or triangulation currency.

10. In the Method column of the row, specify whether multiplication or division should be used as the calculation method.

11. Enter values into the cells for the desired time periods:

● Hyperion Planning stores values with up to six places to the right of the decimal separator. If you enter more than six digits to the right of the decimal separator, the value is rounded off to six digits.

● To automatically enter the same exchange rate for all following average or ending periods in a year, place the cursor in the cell to be copied and select Task > Fill Year. To enter the value for all the average or ending exchange rate cells in the row, select Task > Fill Table.

● To set which years display, click Years and select the desired years.

12. Optional: From the Show Columns For section, select the columns you want to display in the grid.

13. Optional: Click Years to set which years the grid displays.

● Select the years you want to display.

● Click OK.

14. Click OK.

Note: To undo your changes since you last saved the exchange rate table, click Restore.

15. Click Save.

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Modifying Exchange Rate Tables The values of currencies relative to each other can change frequently. You can change the exchange rates that are used in an application to reflect real world changes.

➤ To modify an exchange rate table:


2. From the Exchange Rates Tables list, select the table whose exchange rates you want to modify.

3. Click Open Rate Table.

4. From the Currency list, select the destination currency you want to modify.

Note: By default, the currencies are listed by the abbreviations set up by the three character ISO currency standard.

5. Enter the changes in the appropriate columns.

6. Repeat steps 2 through 5 for each currency you want to modify.

Note: To undo your changes since you last saved the exchange rate table, click Restore.

7. Click Save.

Note: Launch the currency conversion to recalculate values.

Deleting Exchange Rate Tables You can delete exchange rate tables unless they are being used by a scenario, in which case they cannot be deleted.

➤ To delete an exchange rate table:


2. From the Exchange Rate Tables list, select the table you want to delete.


● Click Delete Rate Table.


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● Select Task > Delete Rate Table.

4. You are prompted to confirm your intention to delete the exchange rate table.

5. Click Yes.

6. Repeat steps 2 through 4 for each exchange rate table you want to delete.

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8

Chapter

8Setting Up Custom Dimensions

This section describes how to work with user-defined custom dimensions, the Entity dimension, the Account dimension, and the members, attributes, and attribute values within each of the dimensions.

Working with Dimensions Dimensions represent the core components of a Hyperion Planning application. You use them to categorize every data value. Dimensions are usually static. After you determine the dimensions, they rarely change over the life of an application. Seven dimensions are included with Hyperion Planning: Account, Entity, Scenario, Version, Time, Year, and Currency. In addition, you can create up to 13 user-defined custom dimensions that are specific to your organization.

About Dimensions and Members You create hierarchical relationships in dimensions by creating and organizing members. Members are the individual components of a dimension. Some dimensions may consist of relatively few members, while others may have hundreds or even thousands of members.

About Sparse and Dense Dimensions Most multi-dimensional databases have the following two characteristics:

● Data values are not smoothly and randomly distributed throughout the database.

● Data values do not exist for the majority of member combinations in the database.

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Setting Up Custom Dimensions


When these two conditions exist for any given dimension in the database, that dimension is said to be a sparse dimension. A sparse dimension is a dimension that contains a low percentage of occupied data values in each combination of dimensions that occurs. For example, a database might include the Product, Market, and Accounts dimensions. The Product dimension represents the product units, the Market dimension represents the geographical regions in which the products are sold, and the Accounts dimension represents the Accounts data. Because not every product is sold in every geographical region, accounts data does not exist for all products in all regions. In this case, the Accounts dimension is a sparse dimension.

Most multidimensional databases also contain dense dimensions. A dense dimension is a dimension that contains a high percentage of occupied data values in each combination of dimensions that occur. In the previous example, if every (or nearly every) product is sold in every (or nearly every) region, then accounts data exists for almost all products in all regions. In this case, the Accounts dimension is a dense dimension.

To optimize the performance of the database, you can designate the dimensions as sparse or dense. If a dimension is sparse, and you designate it as such, Hyperion Planning searches for only those data values that are occupied in each dimension combination that occurs, and then calculates those data values. This optimizes performance by decreasing calculation time and lowering disk usage. By default, Hyperion Planning designates the Account and Time dimensions as dense and the remaining dimensions as sparse. You can modify these settings as the application requires. For more information about optimizing the performance of the application, see “Optimizing Application Performance” on page 76.

About Dimension Hierarchies Dimension hierarchies define the structural and mathematical relationships, and the consolidations between the members in the database. These relationships are represented graphically in a collapsible hierarchy diagram. The levels below the database name are the dimensions, and the levels below each dimension are the members.

In the following example, the Periods dimension contains the member YearTotal, which in turn contains the members Q1, Q2, Q3, and Q4. The members Q1, Q2, Q3, and Q4 each contain their own members for the corresponding months in the year. To consolidate the data values in the Periods dimension, you roll up monthly


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data values to get quarterly data values, and quarterly data values to get yearly data values. Together, the structure of these members, as well as the method for consolidating their data values, comprise a dimension hierarchy.

In any dimension hierarchy, members of the same level that belong to the same dimension or member are known as siblings. In the previous example, Q1, Q2, Q3, and Q4 are siblings because they are at the same level in the hierarchy, and are members of the same member: YearTotal. However, Jan and Apr are not siblings because, though they are at the same level in the hierarchy, Jan is a member of Q1 and Apr is a member of Q2.

The members that belong to a particular dimension are known as the children of that dimension. This is also true of members as well. Members that belong to a particular member are known as the children of that member. In the previous example, the member YearTotal is a child of the Periods dimension, the members of Q1, Q2, Q3, and Q4 are children of the member YearTotal, and the members Jan, Feb, and Mar are children of the member Q1. Conversely, Q1 is the parent of Jan, Feb, and Mar, YearTotal is the parent of Q1, Q2, Q3, and Q4, and Periods is the parent of YearTotal. This is because the data values of Jan, Feb, and Mar are consolidated to produce the data value for Q1, and the data values for Q1, Q2, Q3, and Q4 are consolidated to produce the data value for YearTotal.

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Working with Custom DimensionsHyperion Planning includes two custom dimensions: Account and Entity. You can edit the names of these dimensions as needed. In addition, you can create up to 13 user-defined custom dimensions. You use custom dimensions for the following purposes:

● You use the Entity dimension to model the flow of planning information in your organization and establish a plan review path.

● You use the Account dimension and user-defined dimensions to specify the data you want to gather from planners.

Aggregation Options You can define calculations within dimension hierarchies using aggregation options. Aggregation options determine how values of child members are aggregated to the parent member. The following is a list of available aggregation options:

● + Addition

● - Subtraction

● * Multiplication

● / Division

● % Percent

● ~ Ignore

For example, Sales and COGS may be children of the member Net Income. If you set the aggregation option for the Sales member to addition and the aggregation option for COGS to subtraction, then the aggregated value for the Net Income member will represent the Sales member minus the COGS member.


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Storage Options You can select from several storage and calculation options for dimension members to optimize performance and disk usage. The following table describes the available options:

In most cases, you can optimize your calculation and lower disk usage by using Dynamic Calc instead of Dynamic Calc and Store when you are calculating members of sparse dimensions. However, you should use Dynamic Calc and Store for members of sparse dimensions in the following situations:

● A sparse member with a complex formula

● A sparse member that users retrieve frequently

For members of dense dimensions, use Dynamic Calc for your calculation. Using Dynamic Calc and Store provides only a small decrease in retrieval time, and in the regular calculation time. In addition, the disk usage is not lowered significantly.

For data values that are being accessed concurrently by many users, use Dynamic Calc. In this situation, the retrieval time may be significantly lower than for Dynamic Calc and Store.

You should keep the following points in mind when selecting storage options:

● You should not use Dynamic Calc for base-level members for which users enter data.

Table 3: Storage Options

Option Impact

Dynamic Calc and Store

Calculates the data values of the member, and then stores these values

Store Stores the data values of the member

Dynamic Calc Calculates the data values of the member, and then disregards these values

Share Allows two or more members in the same dimension to share data values (this is supported for Entity members only)

Never Share Prohibits two or more members in the same dimension from sharing data values

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● Data values are not saved for Dynamic Calc members.

● You should not use Dynamic Calc for a parent member if you enter data for that member in a target version. Parent members set to Dynamic Calc are read-only in target versions.

● You should not set a parent member to Stored if its children are set to Dynamic Calc. With this combination, when a user saves and refreshes a data entry form, the new total for the parent is not calculated.

● You should use Share when you want to allow for alternate roll-up structures in the application. For more information about shared members, see “Working with Shared Members” on page 165.

● You should use Never Share when a parent has only one child that aggregates to that parent.

Expanding Dimensions and Members You can expand a dimension and all its members, or you can select to only expand a particular member within a dimension. You must expand a dimension before using the Find feature. A dimension cannot be included in a search until it has been expanded.

➤ To expand a dimension or member:

1. From the navigation frame on the Desktop, double-click Hyperion Planning > Manage Dimensions > Custom Dimensions.

2. Select the dimension or member you want to expand.


● Click Expand Dimension, .

● Select Task > Expand Dimension.

Collapsing Dimensions and Members You can collapse a dimension and all its members. You can also collapse only a particular member within a dimension.


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➤ To collapse a dimension or member:


2. Select the dimension or member you want to collapse.


● Click Collapse Dimension, .

● Select Task > Collapse Dimension.

Finding Dimensions or Members The Find feature lets you search for dimensions or members in the Dimension List hierarchy. When you search for a dimension or member, the Find feature searches any dimensions that you expanded in the Dimension List hierarchy. If you do not expand a dimension before you use the Find feature, the unexpanded branches are not included in the search.

➤ To find a dimension or member:


2. Select the dimension you want to include in the search and do one of the following:

● Click Expand Dimension, .

● Select Task > Expand Dimension.

3. Repeat step 2 for each dimension you want to include in the search.

4. In the Find text box, enter the name of the dimension or member for which you want to search.

Note: You can use the wildcard character * to find an item when you do not know the complete name of the item or to find multiple items whose names have several letters in common.

5. Click Find Next, , and Find Previous, , to scroll through the search results.

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Saving Changes to Dimensions and Members Hyperion Planning provides an “autosave” feature to assist you in saving changes to dimensions and their members. This feature is turned on by default.

➤ To turn off the autosave feature:

1. Highlight the top-level Custom Dimensions.

2. Clear the Autosave check box.

From this point on, you will need to click Save in order to save the changes to the database. In addition, you will have access to the restore feature. For more information on the restore feature, see “Restoring Dimension and Member Properties” on page 164.

➤ To turn on the autosave feature:

1. Highlight the top-level Custom Dimensions.

2. Select the Autosave check box.

3. Now, changes are automatically saved to the database.

When changes are saved, Hyperion Planning performs a validation check to:

● Prevent a user from assigning a member to a plan type for which it is not valid.

● Prevent a user from using duplicate member names and aliases.

If the validation check fails, an error message displays and you can make the necessary corrections.

Restoring Dimension and Member Properties After you make changes to dimensions and members, and before you save those changes, you can restore the dimension and member properties to the properties that you last saved. When you restore the dimension and member properties, Hyperion Planning discards any changes that you made since you last saved the properties.

CAUTION: The restore feature is not available if you are using the autosave feature.


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Concurrent UsageDifferent administrators can work on different dimensions within the Custom Dimensions task. For example, one administrator can set up accounts while another administrator manages entities. This enables multiple administrators to maintain an application in less time, and with less restrictions.

Working with the Entity Dimension

Typically, you use the Entity dimension to create a structure that matches the structure of your organization. You create an entity member for each group or responsibility center in your organization that submits a plan for approval. The entity member is one of the key dimensions that helps define the budget review process. It represents the unit of work in workflow tasks. For more information about workflow tasks, see “Managing the Budgeting Process” on page 259. You can define whatever type of units your organization requires, such as geographical regions, departments, or divisions.

For example, you may have regional centers that prepare budgets which are reviewed at the country headquarters. The country headquarters in turn prepares a plan that is reviewed at the corporate headquarters. To match this structure, you would create members for the regions, countries and headquarters. You would set up the regions as children of the country members, and the country members as children of the headquarters member.

When you create a form, you can also allow multiple currencies per entity. This allows for multiple currency data entry and reporting against a single entity. However, Hyperion Planning continues to support a base entity for each entity. You can also assign the currency for the values you enter. The values for the selected currency convert to all other currencies that have defined exchange rates.

Working with Shared Members The ability to create shared members allows for alternate roll-up structures within a Hyperion Planning application. A base member must exist before you can create a shared member, but there is no limit to the number of shared members you can create for the base member. A base member must also display before any of its shared members in position from top to bottom.

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Shared members contain read-only values and are only available in the Entity dimension. For example, you may want to roll up by function (functional roll-ups), by line of business (management roll-ups), or by geography (statutory roll-ups). However, shared member values can be ignored to avoid double-counting the values when you roll-up the outline.

Shared members share some of the same property definitions as the base member. Those properties include member name, alias name, base currency, and plan types for which the member is valid. Shared members must have unique parent members and different roll-up aggregation settings. Custom attributes, custom attribute values, and member formulas are not allowed for shared members.

When a shared member is created, the Advanced option is not available. In addition, shared members cannot be moved to a different parent member. Rather, you must delete the shared member and re-create it under a different parent member. Shared members must be at the lowest level (which is level zero) in the hierarchy and cannot have children. Therefore, data can be entered to a shared member and the value is stored with its base member.

Assigning Access Rights to Shared MembersAccess cannot be assigned directly to a shared member. You assign access rights to shared members in one of two ways:

● From the security assigned directly to the base member

● From the security assigned at the parent or ancestor of the shared member

The existing inheritance access rights apply to shared members. The precedence order for access rights is checked at each level, first by user and then by group based on the member’s access right inheritance relationship. However, if there is more than one access assignment, inheritance rules are additive, so that the highest access right is applied. For more information about inheritance relationships, see “Assigning Access Rights” on page 123.

Example

Entity

United States

CA (base)

NY


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West

CA (shared)

NV

Sales Region 1

CA (shared)

Entity Members and Plan Types When you define an entity member, you assign a plan type for which it is valid. If you promote or demote a member, and the new parent of the member is valid for different plan types than the member is valid for, then the member becomes valid for the same plan types as the new parent. However, if you do not assign a plan type to a member, that member’s children do not have access to that plan type or its aggregation options.

Your organization may require that different entity members prepare different plans. For example, in your organization all entity members may submit expense plans, but entity members that are cost centers do not submit revenue plans. When you define entity members you specify the plan types for which they are valid. Because data entry forms are associated with plan types, this allows you to control which entity members can enter data for each plan type.

Case Access Assignment Effective Access for CA

Case 1 CA (base) = None

iDescendants (West) = Read

Read

Case 2 iDescendants (United States) = None

iDescendants (West) = Read

iDescendants (Sales Region 1) = Write

Write

Case 3 iDescendants (United States) = Write

iDescendants (West) = None

iDescendants (Sales Region 1) = Read

Write

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For example, Eastern US may be a cost center, and you assign it as valid for the P&L plan type, but not valid for the Revenue plan type. When you create data entry forms for the Revenue plan type, Eastern US is not selectable for those forms.

You can also add entities by performing a bulk load using Hyperion Application Link. For more information about loading entities using Hyperion Application Link, see “Loading Members and Data” on page 219.

Base Currency If the application is set up for currency conversion, you specify a base currency for each entity member. The default base currency for all entity members is the currency you specify when you create the application using the Setup Assistant. For example, if US Dollars is the default currency, you may specify Yen as the base currency for the Japan entity and US Dollars for the United States entity. When you display a data entry form that has values on it for the Japan entity and the form’s display currency is set to US Dollars, the values will be converted to US Dollars per the rates in the exchange rate table (this example assumes that Yen is the local currency and US Dollars is the reporting currency).

Adding Entity Members You can add entity members to the Entity dimension as well as adding siblings and children to the existing entity members.

➤ To add an entity member:


2. In the Dimensions List hierarchy, select the Entity dimension, or an existing member of the Entity dimension.


● If you select the Entity dimension, click Add Child, , to add an entity member to the dimension.


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● If you select an existing entity member, click Add Sibling, , to add a

sibling entity member or click Add Child, , to add a child entity member.

Note: A sibling member displays at the same level in the hierarchy as the selected member. A child member displays one level below the selected member in the hierarchy.

4. In the Member text box, highlight the default member name and enter a new member name. The name can contain up to 80 characters and must be unique across all dimensions.

Note: The member name cannot contain the Tab, double quote “, or backslash \ characters.

Note: The member name cannot start with the following characters:

‘ \ < | , = @ _ + - { } ( ) .

5. Optional: From the Alias Table drop-down list, select the alias table to store the alias name.

6. Optional: In the Alias text box, enter an alternate name for the entity member. The alias can contain up to 80 characters and requires the same naming conventions as described above for the member name.

7. From the Base Currency drop-down list, select the base currency for the entity member.

8. Select or deselect the Valid for Consolidations option. Selecting this option flags the member as one you plan to transfer to Hyperion Financial Management using Hyperion Application Link.

9. Optional: Click Advanced to set data storage properties used in building a Hyperion Essbase cube. For more information about setting advanced properties, see “Defining Advanced Properties for Entity Members” on page 170.

10. Click Assign Access. For more information about assigning access rights to members, see “Assigning Access Rights to Members” on page 192.

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11. Select the Custom Attributes tab. For more information about using attributes and attribute values, see “Working with Attributes” on page 195 and “Working with Attribute Values” on page 198.

12. Select the Plan Type tab.

13. Select one or more plan types for which the entity member is valid. For more information about plan types, see “Entity Members and Plan Types” on page 167.

Note: Only the plan types for which the entity member’s parent is valid are available. If the parent is not valid for a particular plan type, then neither is the child entity member.

14. Select an aggregation option for each plan type you previously selected. For more information about aggregation options, see “Aggregation Options” on page 160.

Note: Only the aggregation options for which the entity member’s parent is valid are available. If the parent is not valid for a particular aggregation option, then neither is the child entity member.

15. Click Save if you are not using Hyperion Planning’s Autosave feature. For more information about the Autosave feature, see “Saving Changes to Dimensions and Members” on page 164.

16. Repeat these steps for as many members as you need to add.

Defining Advanced Properties for Entity Members

➤ To define advanced properties for an entity member:


2. From the Dimensions List hierarchy, select the entity member for which you want to define advanced properties.

3. On the Member Properties tab, click Advanced.

4. From the Data Storage drop-down list, select a data storage option. For more information about data storage options, see “Storage Options” on page 161.

● Store - stores the data values of the member.


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● Dynamic Calc - calculates the data values of the member and then discards these values.

● Dynamic Calc and Store - calculates the data values of the member and then stores these values.

● Never Share - prohibits two or more members in the same dimension from sharing a data value. This option should be used for parent members that have only one child member, so that the appropriate security can be applied to the child member.

● Shared - when you want to allow for alternate roll-up structures in the application. For more information about shared members, see “Working with Shared Members” on page 165.

5. Select or deselect the Two Pass Calculation option. Selecting this option causes Hyperion Planning to re-calculate the data values of any members that are based on the data values of the parent member or other members.

Note: This option is available for all entity members with the Dynamic Calc or Dynamic Calc and Store properties.

6. Click OK.


Modifying Entity Members You can modify the name, alias, plan types, base currency, data storage options, attributes, and custom attributes for any entity member.

➤ To modify an entity member:


2. In the Dimensions List hierarchy, select the entity member you want to modify.

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‘ \ < | , = @ _ + - { } ( ) .


5. Optional: In the Alias text box, enter an alternate name for the entity member. The alias can contain up to 80 characters and requires the same naming conventions as described above for the member name.

6. From the Base Currency drop-down list, select the base currency for the entity member.

7. Select or deselect the Valid for Consolidations option. Setting this option flags the member as one you plan to transfer to Hyperion Financial Management using Hyperion Application Link.

8. Optional: Click Advanced to set data storage properties used in building a Hyperion Essbase cube. For more information about setting advanced properties, see “Defining Advanced Properties for Entity Members” on page 170.




12. Select one or more plan types for which the entity member is valid. For more information about plan types, see “Entity Members and Plan Types” on page 167.

Note: Only the plan types for which the entity member’s parent is valid are available. If the parent is not valid for a particular plan type, then neither is the child entity member.


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Deleting Entity Members Members must be deleted one at a time and a parent cannot be deleted without first deleting its children. Deleting an entity member also deletes all planning units (including data) that are associated with it. You must delete the entity member throughout Hyperion Planning before deleting it from the Custom Dimensions task. For example, if the entity member you want to delete is used in a data entry form, you must delete it from the data entry form before deleting it from the Custom Dimensions task.

➤ To delete an entity member:


2. From the Dimensions List, select the entity member you want to delete.

3. Select Edit > Delete Member.

Note: Deleting a base member also deletes its shared members.

4. Hyperion Planning prompts you to confirm your intention to delete the entity member.

5. Click Yes to confirm the deletion.


Note: After deleting an entity member, you need to update and validate business rules, reports, and Hyperion Application Link adapter process.

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Working with the Account Dimension You use the Account dimension to specify the information that you want to gather from budget planners. You create an account structure that lets budget preparers input data for all of the items you are budgeting to the level of detail that you need. You can also define calculations in the account structure. For example, the Detail Operating Expense account member can automatically aggregate to Total Expenses account member, and Total Expenses account member can be subtracted from the Total Revenue account member.

Account Members and Plan Types When you define an account member, you assign a plan type for which it is valid. If you promote or demote a member, and the new parent of the member is valid for different plan types than the member is valid for, then the member becomes valid for the same plan types as the new parent. For example, you may make the Total Product Sales account member valid for both the Revenue and the P&L plan types. You may make the Fixed Assets account member valid for only the Balance Sheet plan type. However, if you do not assign a plan type to a member, that member’s children do not have access to that plan type or its aggregation options.

If an account member is valid for more than one plan type, you must specify a source plan type for the account member. The source plan type determines which plan type’s database stores the account value. For example, if the source plan type for Total Product Sales account member is the Revenue plan type, then the value displayed for the Total Product Sales account member on forms for the P&L plan type is the value that was entered for the Revenue plan type.

You can also add accounts by performing a bulk load using Hyperion Application Link. For more information about loading accounts using Hyperion Application Link, see “Loading Members and Data” on page 219.

Account Types The account type defines an account’s time balance, or how an account’s value flows over time. It also determines the account’s sign behavior for variance reporting with Hyperion Essbase member formulas. The variance reporting and


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time balance settings are predefined for all account types except the Saved Assumption type, which is user-defined. The following table describes the account types.

An account’s time balance property determines the ending value of summary time periods either by aggregating all values for the summary time period, or by using only the ending value for the summary time period as follows:

● Flow uses an aggregate of all of the data values for a summary time period as a total for the period.

● Balance uses the ending data value in a summary time period as the total for the period.

An account’s variance reporting property determines whether the account is treated as an expense when used in Hyperion Essbase member formulas. The following illustrates how expense and non-expense accounts behave for variance reporting:

● Expense - the actual amount is subtracted from the budgeted amount to determine the variance.

● Non-Expense - the budgeted amount is subtracted from the actual amount to determine the variance.

Account types are used for the following purposes:

● An expense account type represents a cost of doing business. For example, when you plan your budget for travel expenses, you may have account members for sales trips, trade shows and seminars.

Table 4: Account Types

Account Type Time Balance Variance Reporting

Revenue Flow Non-Expense

Expense Flow Expense

Asset Balance Non-Expense

Liability Balance Non-Expense

Equity Balance Non-Expense

Saved Assumption User-defined User-defined

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● A revenue account type represents a source of income. For example, when you receive revenue from the sales of different products, you may have separate account members for each product.

● An asset account type represents a resource that belongs to your company. For example, when you plan accounts receivable, you may have separate account members for each customer.

● Both the liability and equity account types represent a residual interest or a single outside obligation to an outside creditor.

● A saved assumption account type represents the planning assumptions that you make. Examples include; floor space, headcount, rates, prices, and so on. Saved assumptions let you centralize your planning assumptions to ensure consistency across the application.

Saved Assumptions Saved assumptions let you centralize your planning assumptions to identify key business drivers and to ensure consistency across the application. When you define a saved assumption account member, you select the appropriate time balance and variance reporting properties.

● Variance reporting - for each saved assumption you create, you can determine the variance between budget data and actual data. To do so, you need to define the saved assumption as expense or non-expense. When you define a saved assumption as expense, Hyperion Planning calculates the variance by subtracting the actual amount from the budgeted amount. When you define a saved assumption as a non-expense, Hyperion Planning calculates the variance by subtracting the budgeted amount from the actual amount.

● Time balance - for each saved assumption you create, you can determine the ending value for the summary time period either by aggregating all values for the summary time period, or by using the ending value for the summary time period.

The following list contains examples of how time balance and variance reporting properties are used with saved assumption account members:

● You may create a saved assumption of an expense type for variance reporting that assumes that the actual amount you spent on headcount is less than the amount you budgeted for headcount. To determine the variance, Hyperion Planning subtracts the actual amount from the budgeted amount.


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● You may make an assumption on the floor space of an office and you determine the floor space of the office for the time period by using whatever value you have for the end of the time period.

● You may make an assumption about the number of product units that are sold at the end of the time period. You would therefore determine the final value for the time period by aggregating the number of units sold across the range of time periods.

Data Type and Exchange Rate Type The data type and exchange rate type determine how the numeric values are stored in the account member, and which exchange rate to use to calculate the value.

The following data type values are available:

● Currency - stores and displays the account member’s data value in the default currency.

● Non-currency - stores and displays the account member’s data value as a numeric value.

● Percentage - stores as a numeric value and displays the account member’s data value as a percent.

For accounts with Currency as the data type, the following Exchange Rate types are available:

● Average - valid for any time period; uses the average exchange rate for the account.

● Ending - valid for any time period; uses the ending exchange rate for the account.

● Historical - valid for any time period; uses the exchange rate that was in effect for the account when, for example, the earnings for a Retained Earnings account were earned or the assets for a Fixed Assets account were purchased.

Adding Account Members You can add account members to the Account dimension, as well as adding siblings and children to the existing account members.

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➤ To add an account member:


2. In the Dimensions List hierarchy, select the Account dimension, or an existing member of the Account dimension.


● If you select the Account dimension, click Add Child, , to add an account member to the dimension.

● If you select an existing account member, click Add Sibling, , to add

a sibling account member or click Add Child, , to add a child account member.





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6. Optional: In the Alias text box, enter an alternate name for the account member. The alias can contain up to 80 characters and must be unique across all dimensions. the alias also requires the same naming conventions as described above for the member name.

7. From the Account Type drop-down list, select the account type for the account member. For more information about account types, see “Account Types” on page 174.


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8. If the account type is Saved Assumptions, click Options to select account type options. For more information about saved assumptions, see “Saved Assumptions” on page 176.

● In the Variance Reporting area, select one of the following options:

– Expense - designates the saved assumption as an expense account. The actual amount is subtracted from the budgeted amount to determine the variance.

– Non-Expense - designates the saved assumption as a revenue, asset, liability, or equity account. The budgeted amount is subtracted from the actual amount to determine the variance.

● In the Time Balance area, select one of the following options:

– Flow - uses an aggregate of all the data values for a summary time period as a total for the period.

– Balance - uses the ending data value in a summary time period as the total for the period.

● Click OK.

9. From the Exchange Rate drop-down list, select an exchange rate. For more information about exchange rates, see “Data Type and Exchange Rate Type” on page 177.

10. From the Data Type drop-down list, select a data type. For more information about data types, see “Data Type and Exchange Rate Type” on page 177.

11. Select or deselect the Valid for Consolidations option. Selecting this option flags the member as one you plan to transfer using Hyperion Application Link.

12. Optional: Click Advanced to set data storage properties used in building a Hyperion Essbase cube. For more information about setting advanced properties, see “Defining Advanced Properties for Account Members” on page 180.




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16. Select one or more plan types for which the account member is valid. For more information about plan types, see “Account Members and Plan Types” on page 174.

Note: Only the plan types for which the account member’s parent is valid are available. If the parent is not valid for a particular plan type, then neither is the child account member.


18. Select the source plan type for the account. For more information about source plan types, see “Account Members and Plan Types” on page 174.

Note: You can select a source plan type only if more than one plan type is valid for the member (for example, more than one plan type is selected on the Plan Type tab).



Defining Advanced Properties for Account Members

➤ To define advanced properties for an account member:


2. From the Dimensions List, select the account member for which you want to define advanced properties.

3. On the Member Properties tab, click Advanced.

4. From the Data Storage drop-down list, select a data storage option. For more information about data storage options, see “Storage Options” on page 161.




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5. Select or deselect the Two Pass Calculation option. Selecting this option causes Hyperion Planning to re-calculate the data values of any members that are based on the data values of the parent member or other members.

Note: This option is available for all account members with the Dynamic Calc or Dynamic Calc and Store properties.

6. Click OK.


Modifying Account Members You can modify the name, alias, account type, variance reporting option, time balance option, exchange rate type, data type, plan types, source plan type, data storage options, attributes, and custom attributes for any account member.

➤ To modify an account member:


2. In the Dimensions List hierarchy, select the account member you want to modify.




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5. Optional: In the Alias text box, enter an alternate name for the account member. The alias can contain up to 80 characters and must be unique across al dimensions. The alias also requires the same naming conventions as described above for the member name.

6. From the Account Type drop-down list, select the account type for the account member. For more information about account types, see “Account Types” on page 174.

7. If the account type is Saved Assumptions, click Options to modify account type options. For more information about saved assumptions, see “Saved Assumptions” on page 176.

● In the Variance Reporting area, select one of the following options:

– Expense - designates the saved assumption as an expense account. The actual amount is subtracted from the budgeted amount to determine the variance.

– Non-Expense - designates the saved assumption as a revenue, asset, liability, or equity account. The budgeted amount is subtracted from the actual amount to determine the variance.

● In the Time Balance area, select one of the following options:

– Flow - uses an aggregate of all the data values for a summary time period as a total for the period.

– Balance - uses the ending data value in a summary time period as the total for the period.

● Click OK.

8. From the Exchange Rate drop-down list, select an exchange rate. For more information about exchange rates, see “Data Type and Exchange Rate Type” on page 177.

9. From the Data Type drop-down list, select a data type. For more information about data types, see “Data Type and Exchange Rate Type” on page 177.



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11. Optional: Click Advanced to set data storage properties used in building a Hyperion Essbase cube. For more information about setting advanced properties, see “Defining Advanced Properties for Account Members” on page 180.




15. Select one or more plan types for which the account member is valid. For more information about plan types, see “Account Members and Plan Types” on page 174.

Note: Only the plan types for which the account member’s parent is valid are available. If the parent is not valid for a particular plan type, then neither is the child account member.


17. Select the source plan type for the account. For more information about aggregation options, see “Aggregation Options” on page 160.

Note: You can select a source plan type only if more than one plan type is valid for the member (for example, more than one plan type is selected on the Plan Type tab).


Deleting Account Members Members must be deleted one at a time and a parent cannot be deleted without first deleting its children. Deleting an account also deletes account annotations and data. You must delete the account member throughout Hyperion Planning before

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deleting it from the Custom Dimensions task. For example, if the account member you want to delete is used in a data entry form, you must delete it from the data entry form before deleting it from the Custom Dimensions task.

➤ To delete an account member:


2. From the Dimensions List, select the account member you want to delete.


4. Hyperion Planning prompts you to confirm your intention to delete the account member. Click Yes to confirm the deletion.


Note: After deleting an account member, you need to update and validate business rules, reports, and Hyperion Application Link adapter processes.

Working with User-Defined Custom Dimensions You can add up to 13 user-defined custom dimensions to meet the needs of your organization. User-defined custom dimensions can help you to further capture categories your organization uses for planning. For example, you may have a group of accounts for operating expenses. You may decide to add a dimension called Project so that you can budget operating expenses on a per project basis. You add user-defined custom dimensions by defining properties, which include name, alias, plan type, security, custom attributes, and attribute values.

CAUTION: You cannot delete custom dimensions once they have been created.

User-defined custom dimensions differ from the Entity and Account dimensions in that you assign valid plan types for user-defined custom dimensions at the dimension level. You do not assign plan types to the members of a user-defined custom dimension. All members of a user-defined custom dimension are valid for the plan types assigned at the dimension level.


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You can also add user-defined custom dimensions by performing a bulk load using Hyperion Application Link. For more information about loading dimensions using Hyperion Application Link, see “Importing Custom Dimension Members” on page 219.

Adding User-Defined Custom Dimensions

➤ To add a user-defined custom dimension:


2. In the Dimension List hierarchy, select Custom Dimensions.


● Click Add Child, .

● Select Task > Add Child.

4. In the Dimension text box, enter the name of the dimension. The name can contain up to 80 characters and must be unique across all dimensions.

Note: The dimension name cannot contain the Tab, double quote “, or backslash \ characters.

Note: The dimension name cannot start with the following characters:

‘ \ < | , = @ _ + - { } ( ) .


6. Optional: In the Alias text box, enter an alternate name for the dimension. The alias can contain up to 80 characters and must be unique across all dimensions. The alias also requires the same naming conventions as described above for the dimension name.

7. Select the plan types for which the dimension is valid.

8. Select the Apply Security option to allow security to be set up on custom dimension members.

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9. Optional: Click Advanced to define how data values are stored in Hyperion Planning. For more information about defining advanced properties for a dimension, see “Defining Advanced Properties for User-Defined Dimensions and Members” on page 191.



Modifying User-Defined Custom Dimensions

➤ To modify a user-defined custom dimension:


2. In the Dimension List hierarchy, select the user-defined custom dimension you want to modify.

3. In the Dimension text box, enter the name of the dimension. The name can contain up to 80 characters and must be unique across all dimensions.

Note: The dimension name cannot contain the Tab, double quote “, or backslash \ characters.

Note: The dimension name cannot start with the following characters:

‘ \ < | , = @ _ + - { } ( ) .


5. Optional: In the Alias text box, enter an alternate name for the dimension. The alias can contain up to 80 characters and must be unique across all dimensions. The alias also requires the same naming conventions as described above for the dimension name.

6. Select the plan types for which the dimension is valid.

7. Select the Apply Security option to allow security to be set up on custom dimension members.


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8. Optional: Click Advanced to define how data values are stored in Hyperion Planning. For more information about defining advanced properties for a dimension, see “Defining Advanced Properties for User-Defined Dimensions and Members” on page 191.



Adding User-Defined Custom Dimension Members

➤ To add a user-defined custom dimension member:


2. In the Dimensions List hierarchy, select a user-defined custom dimension, or an existing member of a user-defined custom dimension.


● If you select a user-defined custom dimension, click Add Child, , to add a member to the dimension.

● If you select an existing member, click Add Sibling, , to add a sibling

member or click Add Child, , to add a child member.


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6. Optional: In the Alias text box, enter an alternate name for the member. The alias can contain up to 80 characters and must be unique across all dimensions. The alias also requires the same naming conventions as described above for the member name.


8. Optional: Click Advanced to define how data values are stored in Hyperion Planning. For more information about defining advanced properties for a member, see “Defining Advanced Properties for User-Defined Dimensions and Members” on page 191.




12. Select an aggregation option for each plan type that is available. For more information about aggregation options, see “Aggregation Options” on page 160.



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Note: After adding a user-defined custom dimension member, you need to update and validate business rules, reports, and Hyperion Application Link adapter processes.

Modifying User-Defined Custom Dimension Members

➤ To modify a user-defined custom dimension member:


2. In the Dimensions List hierarchy, select the member you want to modify.




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5. Optional: In the Alias text box, enter an alternate name for the member. The alias can contain up to 80 characters and must be unique across all dimensions. The alias also requires the same naming conventions as described above for the member name.


7. Optional: Click Advanced to define how data values are stored in Hyperion Planning. For more information about defining advanced properties for a member, see “Defining Advanced Properties for User-Defined Dimensions and Members” on page 191.

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11. Select an aggregation option for each plan type that is available. For more information about aggregation options, see “Aggregation Options” on page 160.


Deleting User-Defined Custom Dimension Members Members must be deleted one at a time and a parent cannot be deleted without first deleting its children. You must delete the member throughout Hyperion Planning before deleting it from the Custom Dimensions task. For example, if the member you want to delete is used in a data entry form, you must delete it from the data entry form before deleting it from the Custom Dimensions task.

➤ To delete a user-defined custom dimension member:


2. From the Dimensions List hierarchy, select the member you want to delete.


4. Hyperion Planning prompts you to confirm your intention to delete the member. Click Yes to confirm the deletion.


Note: After deleting a user-defined custom dimension member, you need to update and validate business rules, reports, and Hyperion Application Link adapter processes.


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Defining Advanced Properties for User-Defined Dimensions and Members

➤ To define how data values are stored in Hyperion Planning:


2. From the Dimensions List hierarchy, select the user-defined dimension or member for which you want to define advanced properties.

3. Click Advanced.

4. From the Data Storage drop-down list, select a data storage option. For more information about data storage, see “Storage Options” on page 161.





● Share - this option is not available for user-defined dimensions.

5. Click OK.


Working with MembersAfter you create members for the various custom dimensions, you can assign access rights to those members, rearrange the member hierarchy within the dimensions, and share Entity members. Only members of the Entity dimension can be shared.

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Assigning Access Rights to Members You can specify access rights for the members of the Entity, Account, and user-defined custom dimensions for groups or users. Access rights determine whether or not a user or group can view and/or modify data. A user or group can have only one of the following access rights: Read, Write, or None. However, the access rights for an individual user can be combined based on the groups to which that user belongs.

When assigning access rights to a specific member, you can also specify an attribute that causes the children or descendants of that member to inherit its access rights. In addition, when specifying inheritance attributes, you can include or exclude the actual member from the access rights setting. The following table illustrates the available inheritance options.

➤ To assign access rights to a member:


2. From the Dimension List hierarchy, select the member to which you want to assign access rights.

3. Click Assign Access.

4. Click Add User/Group, .

Table 5: Access Rights Inheritance Options


Member The access right is assigned only to the currently selected member.

Children The access right is assigned to all children members in the level below the currently selected member.

iChildren The access right is assigned to the currently selected member and all children members in the level below it.

Descendant The access right is assigned to all descendant members below the currently selected member.

iDescendant The access right is assigned to the currently selected member and all descendant members below it.


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5. Select a user or group to which you want to add access rights.

6. Select the type of access right you want to assign to the user or group for this particular member.

● Read - permits read access to this particular member for the user or group

● Write - permits read and write access to this particular member for the user or group

● None - prevents access to this particular member for the user or group

7. From the Relationship drop-down list, select a relationship.

8. Click OK.

9. Click OK.


Modifying Access Rights

➤ To modify access rights for a member:


2. From the Dimension List hierarchy, select the member to which you want to modify access rights.


4. Select a user or group for which you want to modify access rights.

5. Click Edit, .





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7. From the Relationship drop-down list, select a relationship.

8. Click OK.

9. Click OK.


Deleting Access Rights

➤ To delete access rights for a member:


2. From the Dimension List hierarchy, select the member for which you want to delete access rights.


4. Select a user or group for which you want to delete access rights.

5. Click Delete.

6. Click Yes to confirm your intention to delete the access rights.

7. Click OK.


Moving Members within the Dimension Hierarchy After you define members and their properties, you can change their order in the dimension hierarchy.

➤ To move members within the dimension hierarchy:


2. From the Dimensions List hierarchy, select the member you want to move.



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● Click Promote Member to move the member to the next highest level in the dimension hierarchy. You cannot promote a member to a dimension, nor can you promote shared members (for the Entity dimension only).

● Click Demote Member to move the member to the next lowest level in the dimension hierarchy. If a member has no siblings, you cannot demote that member.

● Click Move Up to move the member up in the dimension list within the same hierarchical level. You cannot move a member up if it has no siblings.

● Click Move Down to move the member down in the dimension list within the same hierarchical level. You cannot move a member down if it has no siblings.


Note: After moving members within the dimension hierarchy, you need to update and validate business rules, reports, and Hyperion Application Link adapter processes.

Working with Attributes Attributes let you add another level of granularity to your data. You create attributes for a dimension when you want to group its members according to the same criterion. You then create attribute values for each attribute, which are assigned to dimension members.

You can filter members by their attribute values when creating forms and reports. For example, you may have a Product dimension with members for three product lines, some of which are sold in retail outlets and some sold only by catalog. When you are analyzing or reporting on your data, you might need separate totals for retail and catalog sales. To gather this type of information, you could define an attribute called Channel for the Product dimension, with the values Retail and Catalog. You could then assign one of these values to each of the members in the Product dimension that you need to categorize.

Attributes must be assigned to sparse dimensions. Because the Account dimension is usually defined as a dense dimension, you cannot assign attributes to the Account dimension. If you must assign attributes to the Account dimension,

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change it to a sparse dimension. For more information on changing the sparsity/density option for a dimension, see “Optimizing Application Performance” on page 76.

Defining Attributes Hyperion Planning allows you to define attributes at the dimension level. Once you define an attribute for a dimension, you can define the values for that attribute and assign those values to dimension members.

➤ To define an attribute:


2. In the Dimension List hierarchy, select a dimension for which you want to define an attribute.

Note: Only sparse dimensions can contain attributes. Therefore, if the dimension you select is not a sparse dimension, the Custom Attributes tab is not available.

3. Select the Custom Attributes tab.

4. Click New.

5. In the Name text box, enter a name of up to 32 characters that is unique.

Note: The attribute value name cannot contain the Tab, double quote “, or backslash \ characters.

Note: The attribute value name cannot start with the following characters:

‘ \ < | , = @ _ + - { } ( ) .

6. Click OK.



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Modifying Attributes

➤ To modify an attribute:


2. In the Dimension List hierarchy, select the dimension that contains the attribute you want to modify.



4. From the Custom Attributes list, select the attribute you want to modify.

5. Click Edit Values.

6. From the Attribute drop-down list, select the attribute you want to modify.


● Define a new attribute value. For more information on defining attribute values, see “Defining Attribute Values” on page 198.

● Modify an attribute value. For more information on modifying attribute values, see “Modifying Attribute Values” on page 200.

● Delete an attribute value. For more information on deleting attribute values, see “Deleting Attribute Values” on page 201.

8. Click OK.


Note: After modifying an attribute, you need to update and validate business rules, reports, and Hyperion Application Link adapter processes.

Deleting Attributes When you delete an attribute, all attribute values associated with the attribute are also deleted. The attribute values are removed from any members to which they had been assigned, and the attribute is removed from any dimensions to which it had been assigned.

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➤ To delete an attribute:


2. In the Dimension List hierarchy, select the dimension whose attribute you want to delete.



4. Select the attribute you want to delete.

5. Click Delete.

6. Click Yes to confirm your intention to delete the attribute.


Note: After deleting an attribute, you need to update and validate business rules, reports, and Hyperion Application Link adapter processes.

Working with Attribute Values When you define an attribute, you can also define values for the attribute, which enables you to add another level of granularity to the data. For example, you may have a Product dimension, with the members Sodas, Juices, and Coffees. You can then create the Size attribute with the following attribute values: Small, Medium, and Large. After you create the attribute and attribute values, you can assign the attribute values to each member of the Product dimension.

When you assign attribute values to dimension members, they must all be assigned at the same level in the hierarchy.

Data values for attributes are dynamically calculated, but not stored.

Defining Attribute Values You can define attribute values for the Account, Entity, and user-defined custom dimensions. Once you define an attribute value for a dimension, you then assign it to the members of that dimension.


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➤ To define an attribute value:


2. In the Dimension List hierarchy, select a dimension that contains the attribute for which you want to define attribute values.



4. From the Custom Attributes list, select the attribute for which you want to define an attribute value.


6. From the Attribute drop-down list, select the attribute for which you want to define an attribute value.

7. Click New.

8. In the Name text box, enter a name of up to 32 characters that is unique.



‘ \ < | , = @ _ + - { } ( ) .

9. Press Enter.

10. Click OK.


Assigning Attribute Values to Members You can define attribute values for Custom Dimensions. Once you define an attribute value for a dimension, you then assign it to the members of that dimension.

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➤ To assign an attribute value to a member:


2. In the Dimension List hierarchy, select a member to which you want to assign an attribute value.


4. Click Assign Attribute Values.

5. From the Attributes list, select the attribute that contains the value you want to assign to the member.

6. From the Values For list, select the attribute value you want to assign to the member.

7. Click Assign.

8. Click OK.

Note: Attribute values for a given attribute must be assigned to the same-level sparse custom dimension members. Assigning an attribute value to a different level will cause an error during the application refresh.


Modifying Attribute Values

➤ To modify an attribute value:


2. In the Dimension List hierarchy, select a dimension that contains the attribute for which you want to modify an attribute value.



4. From the Custom Attributes list, select the attribute that contains the attribute value you want to modify.


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6. From the Attribute drop-down list, select the attribute that contains the attribute value you want to modify.

7. From the Attribute Values list, select the attribute value you want to modify.

8. Click Edit Values and modify the attribute value name. The attribute value name can contain up to 32 characters and must be unique.



‘ \ < | , = @ _ + - { } ( ) .

9. Click OK.


Deleting Attribute Values When you delete an attribute value, it is removed from any Custom Dimension members to which it is assigned. For example, you may have a Size attribute, with an attribute value of Small. And the attribute value Small has been assigned to the dimension members Sodas and Juices. When you delete the attribute value Small, it is removed from the members Sodas and Juices. However, since the values for small are dynamically calculated, no data values are lost.

➤ To delete an attribute value:


2. In the Dimension List hierarchy, select a dimension that contains the attribute for which you want to delete an attribute value.



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4. From the Custom Attributes list, select the attribute that contains the attribute value you want to delete.


6. From the Attribute drop-down list, select the attribute that contains the attribute value you want to delete.

7. From the Attribute Values list, select the attribute value you want to delete.

8. Click Delete.

9. Click OK.


Note: After deleting an attribute value, you need to update and validate business rules, reports, and Hyperion Application Link adapter processes.

Using Attributes and Attribute ValuesAfter you assign attributes to Custom Dimensions and attribute values to Custom Dimension members, it is important to understand how they are used within Hyperion Planning, and with other Hyperion products.

Using Attributes and Attribute Values in Hyperion Planning Data Entry Forms

Attribute values provide users with another way of selecting dimension members when they are using Web-based data entry forms. For example, users can select to include all the customers with the “Fortune 500” attribute value. When users select two or more custom attribute values from the same attribute, they behave as they would in an “OR” statement. For example, if a user selected to include members with the attribute values “Fortune 500” and “Fortune 1000” from the “Customers” attribute, all members with either the “Fortune 500” OR the “Fortune 1000” attribute values display.

When users select two or more custom attribute values from different attributes, they behave as they would in an “AND” statement. For example, if a user selected to include members with the attribute values “Fortune 500” from the “Customers” attribute and “Northeast” from the “Region” attribute, all members with both the “Fortune 500” and “Northeast” attribute values display.


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When users select a base member and an associated custom attribute member, they behave as they would in an “AND” statement. For example, if a user selected the “North America” base member and its descendants, and the user selected the “Population equals 250,000” custom attribute value, all members that are both in “North America” and have the “Population equals 250,000” attribute value display.

Using Attributes and Attribute Values in Hyperion Application Link

You can use Hyperion Application Link to load attribute values. However, Hyperion Application Link only supports loading attribute values to existing attributes. Therefore, you must create attributes before you load attribute values.

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9

Chapter

9Setting Up Scenarios and Versions

This section describes how to create scenarios to group the application into separate plans with their own review cycles. This section also describes how to create versions, which allow for many iterations of a plan.

About Scenarios and VersionsYou use the Scenarios and Version dimensions to create individual plans to be reviewed and approved. Each scenario/version combination contains its own set of data for the accounts and other dimensions of each entity. After users complete data entry for an entity for a specific scenario and version, they can submit or promote the data for the entity to another user for review and approval. The intersection of entity, scenario, and version is referred to as a planning unit. Hyperion Planning tracks the status of each planning unit as it moves through the review process.

Setting Up Scenarios Hyperion Planning allows you to create scenarios to group data that an application uses. Scenarios enable you to:

● Apply different planning methods to scenarios.

● Create new forecasts.

● Enter data into scenarios.

● Associate different scenarios with different time periods.

● Associate different scenarios with different exchange rates.

● Assign user access rights by scenario.

● Report on certain scenarios.

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Setting Up Scenarios and Versions


● Compare and analyze different scenarios.

Creating Scenarios Creating scenarios lets you group your application into separate plans with their own review cycles. Scenarios can also cover different time spans. For example, your organization may create one year and three year revenue plans that are prepared by different users and follow different review paths. You could create two scenarios, Current Year Revenue and 3Year Revenue Forecast for this purpose. When you create a scenario, you define these properties:

● Time periods

● Exchange rate table

● Access rights

Time Periods You assign each scenario a range of years and time periods for which it is valid.You can also specify whether or not to use the Beginning Balance time period for a scenario. When users access a data entry form, they can enter into that scenario only years and periods that are within the range. Years and periods outside of the range display as read-only.

You can modify the time range of scenarios as needed to allow for continuous planning. For example, you may have a scenario named 3Year Forecast that has 2002 as the start year and 2004 as the end year. At the beginning of the 2003 fiscal year, you could advance the start year to 2003 and the end year to 2005. You could then enter forecast data for 2005.

Exchange Rate Table If an application converts currencies, you assign an exchange rate table to the scenario. By assigning different exchange rate tables to scenarios, you can model the effect that different assumptions about currency rates have on your business.


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Access Rights You can specify access rights to the members of the Scenario dimension for groups or users. Access rights determine whether or not a user or group can view and/or modify data. A user or group can have only one of the following access rights: Read, Write, or None. However, the access rights for a user can be combined based on the groups to which that user belongs.

Adding a Scenario

➤ To add a scenario:

1. From the navigation frame on the Desktop, double-click Hyperion Planning > Manage Dimensions > Scenarios.


● Click New Scenario, .

● Select Task > New Scenario.

3. In the Scenario text box, enter a name of up to 80 characters for the new scenario.

4. Optional: In the Description text box, enter a description of up to 255 characters for the new scenario.

5. Select the Include BegBalance as time period option if you want to include the BegBalance time period in this scenario for currency conversion.

6. From the Start Period, Start Year, End Period, and End Year drop-down lists, select the time period you want to associate with the new scenario.

7. Optional: From the Exchange Rate Table drop-down list, select an exchange rate table to associate with the new scenario.

Note: If an application uses multiple currencies, you should associate a scenario with an exchange rate table so that currency conversions can be calculated.

8. Click Assign Access to assign access rights to the scenario member. For more information about assigning access rights, see “Setting Access Rights for Scenarios and Versions” on page 215.

Note: Assigning access rights to a scenario lets you control access to the data values associated with the scenario.

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9. Click OK.

Modifying a Scenario

➤ To modify a scenario:



● Click Edit Scenario, .

● Select Task > Edit Scenario.

3. In the Scenario text box, enter a name of up to 80 characters for the scenario.

4. Optional: In the Description text box, enter a description of up to 255 characters for the scenario.


6. From the Start Period, Start Year, End Period, and End Year drop-down lists, select the time period you want to associate with the scenario.

7. Optional: Use the Exchange Rate Table drop-down list to select an exchange rate table to associate with the scenario.




9. Click OK.


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Deleting a Scenario When you delete a scenario, all planning units that use the scenario (including data) are deleted. Also, you cannot delete a scenario that is assigned to an axis on a data entry form. You first need to remove the reference to the scenario from the data entry form and then assign a different scenario to an axis on the form.

➤ To delete a scenario:



● Click Delete Scenario, .

● Select Task > Delete Scenario.

3. You are prompted to confirm your intention to delete the scenario. Click Yes.

Note: After deleting a scenario, you need to update and validate business rules, reports, and Hyperion Application Link adapter processes.

Copying a Scenario When you select to copy a scenario, only the scenario properties are copied. The data values and access rights associated with the original scenario are not copied to the new scenario.

➤ To copy a scenario:


2. From the list of scenarios, select the scenario you want to copy.


● Click Copy Scenario, .

● Select Task > Copy Scenario.

4. In the Scenario text box, enter a name of up to 80 characters for the new scenario.

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5. Optional: In the Description text box, enter a description of up to 255 characters for the new scenario.


7. From the Start Period, Start Year, End Period, and End Year drop-down lists, select the time period you want to associate with the new scenario.

8. Optional: Use the Exchange Rate Table drop-down list to select an exchange rate table to associate with the new scenario.




10. Click Copy.

Setting Up Versions Versions allow flexibility in the planning process and are independent of individual scenarios. For example, if you create Best Case and Worst Case versions in the Version dimension, you can use these versions with any of the scenarios that you created. The following lists some possible uses of versions:

● To allow multiple iterations of a plan, for example, Preliminary and Final

● To model possible outcomes based on more optimistic or less optimistic assumptions, for example, Best Case and Worst Case

● To manage dissemination of plan data, for example, Internal and External

● To facilitate target settings


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Target and Bottom Up Versions You can create two types of versions, target or bottom up. With bottom up versions, you enter data into the bottom level members. Parent level members in bottom up versions are display-only and do not permit data entry. Values for parent members are automatically aggregated from the bottom level members. For example, data is entered for Northern Europe and Southern Europe, and the total for Europe is the aggregated result.

For target versions, you can enter data for members at any level in the hierarchy. You can then use business rules to distribute values from parent members to their descendants. For example, you can enter the target for Total Expenses into the Europe member and use a business rule to distribute the target values to Northern and Southern Europe based on their headcount.

Target versions allow you to set high-level targets for your plan. Planners working with bottom up versions can then reference these targets when they enter plan data. For example, the Total Product Sales member might have Retail, Wholesale, and Distributors for its children. A budget manager may enter 10,000 into Total Product Sales for the California entity in a target version. This sets California’s target for product sales. The budget preparer for California could then enter a combination of values for Retail, Wholesale, and Distributor that total to 10,000 into a bottom up version to show how the target will be met.

The functionality available with target versions is for tops down budgeting. However, take the following into consideration when using target versions:

● Workflow Tasks are not allowed for target versions.

● Children of target members must be blank (for example, #missing) for the data input to be allowed at the top level.

● Target members must be set to Store (Dynamic Calc overrides data input with sum of children).

Adding a Version

➤ To add a version:

1. From the navigation frame on the Desktop, double-click Hyperion Planning > Manage Dimensions > Versions.


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● Click New Version, .

● Select Task > New Version.

3. In the Number of Versions text box, enter the number of versions you are adding to the application.

4. From the Version Type drop-down list, select the type of version for the application.

● Standard Target - displays versions whose values are entered from the parent level down.

● Standard Bottom Up - displays versions whose values are entered at the lowest member level and aggregated upward. Standard bottom up versions are a dimension in a planning unit.

5. Click Assign Access to assign access rights to this version. For more information about assigning access rights, see “Setting Access Rights for Scenarios and Versions” on page 215.

Note: Assigning access rights to a version lets you control access to the data values associated with the version.

6. Click OK.

Modifying a Version You can edit an existing version to change the name of a version and the access rights assigned to the version. You can assign access rights to a version to specify which users have access to the version. For example, you may want to give users read-only access to the version Final. To modify the version type or the version owner, you must delete the version and add a new version.

➤ To modify a version:


2. In the Versions window, select the version you want to modify.


● Click Edit Version, .


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● Select Task > Edit Version.

4. In the Name text box, enter a new version name.

Note: Hyperion Planning automatically generates a unique name for each version you create. You can modify that name after the version is created.

5. Click Assign Access to assign access rights to this version. For more information about assigning access rights, see “Setting Access Rights for Scenarios and Versions” on page 215.

Note: Assigning access rights to a version lets you control access to the data values associated with the version.

6. Click OK.

Note: After modifying a version, you need to update and validate business rules, reports, and Hyperion Application Link adapter processes.

Deleting a Version You cannot delete a version that is currently assigned to an axis on a data entry form. You must first remove the reference to the version from the data entry form and then assign another version to an axis on the form.

➤ To delete a version:


2. In the Versions window, select the version you want to delete.


● Click Delete Version, .

● Select Task > Delete Version.

4. You are prompted to confirm your intention to delete the version. Click Yes.

Note: When you delete a standard bottom up version, all planning units associated with the version (including their data) are deleted.

Note: After deleting a version, you need to update and validate business rules, reports, and Hyperion Application Link adapter processes.

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Viewing Versions

➤ To view a version:


Note: By default, all existing versions display.

2. In the Show Versions area at the bottom of the Versions window, select the version types you want to display.

● Select Standard Target to display versions whose values are entered from the parent level down.

● Select Standard Bottom Up to display versions whose values are entered at the lowest member level and aggregated up.

Copying VersionsYou can copy versions using the Hyperion Planning Web client. You use the Copy Versions page to copy data from one bottom-up or target version of a selected scenario to another bottom-up or target version within the same scenario. You can copy between bottom-up and target versions, but keep in mind the following:

● When you copy to a bottom-up version, only selected level zero entities are copied.

● When you copy to a target version, all selected entities are copied.

For example, you can create a Best Case version and then copy some or all of the data in that version to a Worst Case version to quickly create a starting point for the new version.

➤ To copy a version:

1. Open an application in the Hyperion Planning Web client.

2. From the Hyperion Planning Home page, click Copy Versions.

3. In the Scenario drop-down list, select the scenario you want to copy.

4. In the Copy From drop-down list, select the version from which you want to copy data.


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5. In the Copy To drop-down list, select the version into which you want to copy data.

6. Click Go.

Note: The entities for the selected version display in the Available Entities list.

7. In the Available Entities list, select the entities to which you want to copy data.

Note: The Available Entities list displays only the entities to which you have write access.

8. Click > to add the selected entity to the Selected Entities list or click >> to add all of the entities in the Available Entities list. Click < to remove a selected entity from the list, or click << to remove all entities from the list.

9. Repeat steps 7 and 8 until the Selected Entities list is complete.

10. Optional: To copy any comments or annotations that are associated with accounts, select the Copy Account Annotations check box.

11. Optional: To copy any supporting details that are associated with versions, select the Copy Supporting Details check box.

Note: Only annotations for selected entities are copied. If you are copying to a bottom-up version, only level zero entities and their annotations are copied.

12. Click Copy Data.

Setting Access Rights for Scenarios and Versions

You can specify access rights to the members of the Scenario and Version dimension for groups or individual users that are either planners or interactive users. Access rights determine whether or not a user or group can view and/or modify data. A user or group can have only one of the following access rights: Read, Write, or None. However, the access rights for an individual user can be combined based on the groups to which that user belongs.

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Assigning Access Rights to Members

➤ To add access rights for a member:


– From the navigation frame on the Desktop, double-click Hyperion Planning > Manage Dimensions > Versions.

– From the navigation frame on the Desktop, double-click Hyperion Planning > Manage Dimensions > Scenarios.

2. Select the member for which you want to assign access rights.

3. Click Edit, .


5. Click New, .

6. Select a user or group for which you want to add access rights.





8. Click OK.

9. Click OK.

Modifying Access Rights for Members

➤ To modify access rights for a version:





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2. Select the member for which you want to modify access rights.

3. Click Edit, .


5. Select a user or group for which you want to modify access rights.

6. Click Edit, .





8. Click OK.

9. Click OK.

Deleting Access Rights for a Member

➤ To delete access rights for a member:




2. Select the member for which you want to delete access rights.

3. Click Edit Version, .


5. Select a user or group for which you want to delete access rights.

6. Click Delete.

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7. You are prompted to confirm your intention to delete the access rights for the user or group. Click Yes.

8. Click OK.

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Chapter

10Loading Members and Data

This section describes how to populate Hyperion Planning applications with members and data from external systems.

Importing Custom Dimension Members Custom dimensions, such as the Account dimension, often have large numbers of members. To save time, you can import members for a custom dimension from an external system, such as your ledger system. You can use Hyperion Application Link to load members for custom dimensions into Hyperion Planning applications.

When you import members, any that do not currently exist in the Hyperion Planning application are added to it. If a member being imported already exists in the application, the member is updated with the property settings from the import file (for example, including modifications to the rollup structure).

When you use Hyperion Application Link to import members into a Hyperion Planning application, they are imported into a relational database that stores the application definition. You must refresh the Hyperion Planning application before the new members are available to end users.

Often, your external system contains data for many of the member properties for the custom dimension, such as account type. However, it may not have information about some properties, such as parent/child relationships or the plan type. You can use Hyperion Translation Manager to modify information before loading the members into a Hyperion Planning application.

Note: You cannot use Hyperion Application Link to export data values from Hyperion Planning.

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Loading Members and Data


Quick Steps for Importing Custom Dimension Members This chapter covers how to import custom dimension members into a Hyperion Planning application. Listed below are the basic procedures.

1. Export custom dimension data from an external system, such as a general ledger.

2. Modify the source data using Hyperion Translation Manager to meet the data requirements of the Hyperion Planning application.

3. Use Hyperion Application Link (which includes using the Hyperion Planning Adapter and the flat file Adapter) to load the custom dimension data into a Hyperion Planning application. The Hyperion Planning Log On page must be loaded before you can connect to the Hyperion Planning server through Hyperion Application Link.

4. Refresh Hyperion Planning.

Using Hyperion Application Link Hyperion Application Link is a suite of application integration services that dramatically reduces the time and expense of integrating external source data with Hyperion’s business analysis software. Using Hyperion Application Link, organizations can quickly deploy flexible, adaptable, and reusable integration solutions that seamlessly and transparently connect Hyperion’s business analysis software with various data sources.

You can use Hyperion Application Link to load accounts, entities, and custom dimensions from any flat file or ODBC-compliant database into Hyperion Planning. You can also use Hyperion Application Link to load the same data into Hyperion Planning directly from an Enterprise Resource Planning (ERP) system such as SAP, J.D. Edwards World, or J.D. Edwards OneWorld.

Hyperion Application Link provides you with a graphical user interface that makes it easy for you to create seamless integration from your source system into Hyperion Planning. It includes a wizard, called Hyperion Translation Manager, that helps you map your source data into Hyperion Planning equivalents.


10■ 221Hyperion Planning Administrator’s Guide

Using Flow Diagrams To load data into a Hyperion Planning application, you must create a flow diagram in Vignette Business Integration Studio (VBIS). The main elements of a flow diagram are adapters that represent a special task or set of tasks to be performed within the flow diagram.

To build a flow diagram you select the Hyperion Planning Adapter from the Adapter Palette or Adapter Libraries window and drag it into the flow diagram workspace. From the workspace, you can open adapters to select processing options and create links between the ports of the adapters to reflect desired data flow. Save the flow diagram instance. You can run and launch adapter processes from within VBIS or deploy them as executables that you run either stand-alone or within other applications.

Flow Diagram Workspace The following table explains the elements of the flow diagram workspace.

Table 6: Flow Diagram Workspace

Element Function

Adapters These are the active elements of an adapter process. Each adapter represents a specialized task or tasks within the adapter process where it is used. Adapters are reusable objects that can be utilized multiple times in an adapter process, or in multiple adapter processes.

Methods These indicate the specific task that the adapter performs, such as read data from a file or write data to a file.

Ports These are the places on the adapters where you attach connections. Ports can receive data from other adapters, send data to other adapters, or both. The ports on the Hyperion Planning adapter represent the member properties. They can receive data from other adapters, but cannot send data.

Connectors These are the communication paths between adapters and are used to exchange data between adapters.

Adapter Palette This displays the adapters that are available for use. You can then drag any available adapter from the Adapter Palette to the Flow Diagram Workspace.

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Creating an Adapter Process Before you begin loading custom dimensions into a Hyperion Planning application, you must create an adapter process in VBIS.

➤ To create an adapter process:

1. Select Start > Programs > Vignette Business Integration Studio V6 > Vignette Business Integration Studio.

2. From the VBIS dialog box, select New Flow Diagram.

3. Click OK.

Using the Hyperion Planning Adapter You use the Hyperion Planning Adapter to load members, shared members, and attribute values into dimensions.

Loading and Updating Shared MembersYou can load and update the parent/child roll-up of existing shared members using the Hyperion Planning Adapter. Shared members can be loaded and updated from a text file, or any other data source that is supported by Hyperion Application Link. However, shared members must be loaded into the Hyperion Planning relational repository, rather than directly into Hyperion Essbase. Also keep in mind that shared members are supported only by the entity dimension, and the base member must first be loaded prior to loading its shared members.

Loading Attribute ValuesYou can load attribute values using Hyperion Planning Adapter, provided that the corresponding attribute is already set up. For example, the Color attribute must be established before you can load the attribute values Red, Blue, and Green. Attribute values can be loaded from a text file, or any other data source that is supported by Hyperion Application Link. However, attribute values must be loaded into the Hyperion Planning relational repository, rather than directly into Hyperion Essbase.

For more detailed information about using the Hyperion Planning Adapter, see the Hyperion Planning Adapter User’s Guide.



Adding a Hyperion Planning Adapter

➤ To add a Hyperion Planning Adapter:

1. Start Hyperion Essbase Server.


3. Drag the Hyperion Planning Adapter icon from the Palette or the Extensions window and drop it in the flow diagram workspace.

4. Enter the name of the Hyperion Planning Web server and click OK.

5. When you connect to the server, the Logon to Hyperion Planning dialog box displays. Enter the name of the Hyperion Planning application, user name and password, and click OK.

Note: The Properties dialog box for the Hyperion Planning Adapter displays with the Data Source tab selected. The Data Source tab shows the server and application to which you are connected.

6. Select the General tab and enter the name for the adapter, or accept the default.

7. Select the Methods tab.

8. From the Dimension drop-down list, select the dimension for which you want to load members.

9. If the source from which you are importing is not sorted in parent/child order, select Sort in Parent/Child Order.

10. Select the Errors tab.

11. Specify the locations for the errors and exceptions files or accept the defaults.

12. Click OK.

Note: The Hyperion Planning Adapter is now added to the flow diagram workspace.

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Using the Hyperion Essbase Adapter You use the Hyperion Essbase Adapter to load members from a Hyperion Essbase database into custom dimensions within a Hyperion Planning application. For example, there may be certain additional dimensions in a Hyperion Essbase database that you want to use in a Hyperion Planning application that you cannot obtain from any other external source.

Also, you may find that you use Hyperion Essbase for analysis of sales. The Hyperion Essbase Adapter supports loading values to Hyperion Planning. You can then use these values in a Hyperion Planning application for forecasting, budgeting, and projections. For more detailed information about using the Hyperion Essbase Adapter, see the Hyperion Essbase Adapter User’s Guide.

Adding a Hyperion Essbase Adapter The Hyperion Essbase Adapter can be used to load data to Hyperion Planning applications. You can use either the Data Load Rules and the Essbase Application Manager or Hyperion Application Link with the Essbase Adapter to load data into a Hyperion Planning application.

➤ To add a Hyperion Essbase Adapter:


2. Drag the Hyperion Essbase Adapter icon from the Palette or the Adapter Libraries window and drop it in the flow diagram workspace.

3. The Logon dialog box displays and you must perform the following tasks:

– In the Server text box, enter the name of the Hyperion Essbase server.

– In the Application text box, enter the name of the Hyperion Essbase application.

– In the User text box, enter your user name.

– In the Password text box, enter the password that corresponds with your user name.

– Click Login.

4. The system verifies the logon information and, if valid, logs on to the Hyperion Essbase application. The Data Source tab in the Properties dialog box displays by default.



5. From the Database drop-down list, select a Hyperion Essbase database to use in the adapter process.

Note: You cannot change the database once you select it.

6. Click OK.

Importing Multiple Currency Application DataIn Hyperion Planning, you can enter data into multiple currencies per entity by overriding the base currency assigned for an entity. If you want to load data to multiple currencies per entity using the Essbase Adapter, you will need to enter two lines of data for each piece of data entry. The first line of data represents the actual value that is to be input into the intersection of dimensions. The second line of data represents the overriding currency value so that the data is entered to the correct currency. The following figure is a sample of what a data load might look like:

The value in the HSP_Rates dimension should be HSP_InputValue for the actual data entry. The second line for HSP_InputCurrency represents the code that is assigned to the currency in the relational store to allow for currency overrides. The code is numeric as Essbase cannot accept alpha characters in the data cells. Then you can run a currency conversion calculation script to populate reporting currency values in the database.

Using the Flat File Adapter You use the flat file adapter to read data from a text file and to load data into the Hyperion Planning application. Files can contain records that are character delimited or fixed length. For character delimited files, you specify whether commas, tabs, or other delimiters are used to delimit the records. To map the fields in the text file to the member properties in a custom dimension, you need to make connections between the ports on the flat file adapter and the Hyperion Planning adapter.

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You can control how the file is read by specifying information in the flat file adapter Properties dialog box. For more detailed information about using the flat file adapter, see the Hyperion Application Link Getting Started Guide.

Flat File Load File The flat file load file is a text file with fields or columns that correspond to the member properties you want to load. The fields in the text file can be a fixed length or delimited with a character, such as a tab or comma. The only member property that is required to have a field in the load file is the member name. All other member properties are optional. If the value for a property is not loaded through the load file, the application default value for the property is used. When preparing a text file, consider the following:

● A load file can contain members for only one dimension.

● Parent members must display before children members, unless the Sort in Parent/Child option is selected. For example, if the Fixed Assets account is the parent of the Land account, then Fixed Assets must display before the Land account in the load file.

● If a parent is not included, the members are imported as children of the root parent. For example, in the account dimension they would be imported as children of the member Account.

● If the field or column names in the text file match the port names in the Hyperion Planning Adapter, they can be automatically connected to the ports. If the names do not match, you must manually connect them to the ports.

● If a field exists in the load file, but you do not connect it to a port on the Hyperion Planning Adapter, the members for that field are not loaded.

● The Valid for Consolidations, Two Pass Calculations, Distribution, and Plan Type properties take a binary value. A value of 1 turns the options on and a value of 0 turns the options off.

Adding a Flat File Adapter

➤ To add a Hyperion Planning Adapter:




2. Drag the Flat File Adapter icon from the Palette or the Adapter Libraries window and drop it in the flow diagram workspace.

Note: The Properties dialog box for the Flat File Adapter displays with the File tab selected.

3. Enter the name and path of the text file you want to load, or click the Browse button to select a file.

4. Select the Methods tab.

5. Select the Reader method if it is not already selected.

6. Select the Format tab.

7. Select Fixed or Delimited as the File Type.

8. If you selected Delimited as the File Type, select a delimiter from the Delimiters options.

9. Select the Fields tab.

10. If the first line of the file contains field headers, select the First Line for Field Names option.

11. Click File Preview and select Grid View to make sure that the data source file is correct.

12. Click OK.

Note: The Flat File Adapter is now added to the flow diagram workspace.

Connecting Ports There are two ways to connect ports: quick connect and manual connect. When you use quick connect, VBIS finds all ports with names that match and establishes connections between them. You use the manual connect to connect ports that do not have matching names. You can mix the connections methods.

➤ To use the quick connect method to connect ports:

1. Place the mouse on the quick connect circle in the upper right corner of one of the adapters.

Note: The mouse changes to a connect icon when it is in the correct position.

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2. Drag the mouse to the quick connect circle of the adapter to which you want to connect. Connection lines display between all ports with matching names.

➤ To use the manual connect method to connect ports:

1. Place the mouse over the arrow on a port on the right side of the port.

Note: The mouse changes to a connect icon when it is in the correct position.

2. Drag the mouse to the appropriate port of the adapter to which you want to connect. A connection line displays between the two ports.

Running an Adapter Process The Hyperion Essbase server must be running when you run an adapter process. Hyperion Planning does not need to be open. If the dimension editor is open, the dimension that is currently selected in the dimension editor is locked and you cannot load members into that dimension.

➤ To run an adapter process:

1. Click the Start button on the toolbar.

Note: An adapter process can be run outside of Hyperion Application Link as a deployed executable.

Importing Data You can load data values into the Hyperion Planning application from external systems. For example, you may want to load data for actuals from the ERP system so that you can calculate variances. Or, you may have an existing Hyperion Essbase database (for example, operational analysis) from which you want to load historical or current data into a Hyperion Planning application You use Hyperion Essbase Application Manager or Hyperion Essbase Adapter to load files that have been extracted from external systems.

Data load files must meet the following requirements:

● Each data point must be tagged with a member from each dimension.

● Data must be for bottom level members, unless you are loading into a target version.

● Data must be scanned from the top of the file and from left to right.



● Each field in a record must be separated by spaces, tabs, new lines, or carriage returns.

● A member name or alias must be enclosed in double quotes if it contains blanks, numeric characters, dashes, or unary operators. It must also appear exactly as it does in the outline.

● Members from the same dimension must be in the same column or row.

● Members from different dimensions can be together only on the page header. They cannot be mixed in any other rows or columns.

Loading Data Files

➤ To load data:

1. Select Start > Programs > Hyperion Solutions > Hyperion Essbase > Essbase Application Manager.

2. From the Hyperion Essbase Application Manager, select Server > Connect.

3. From the Server drop-down list, select the server to which you want to connect.

4. Enter a username and password, then click OK.

5. Minimize the Hyperion Essbase Application Manager.

6. Select Start > Programs > Windows NT Explorer.

7. Browse to the directory that contains the data files you want to load.

8. Select the text files that you want to load and drag those files onto Hyperion Essbase Application Manager on the Windows Task Bar at the bottom of the screen. Hold the mouse there until the Hyperion Essbase Application Manager maximizes.

9. Continue holding the mouse and drag the files onto the Hyperion Essbase Application Manager window, then release the mouse.

10. From the Application drop-down list, select the application to which you want to load the data files.

11. From the Database drop-down list, select the database to which you want to load the data files.

Note: You should select the database that corresponds to the plan type in the Hyperion Planning application into which you selected to load the data.

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12. Click OK.

13. Click Close.

Data Load File Example The following example loads data values for the first quarter of 2001 for the Europe entity and the Gross Sales account in the Actual scenario and Final version.

EUROPE GROSS SALES ACTUAL FINAL JAN 2001 150EUROPE GROSS SALES ACTUAL FINAL FEB 2001 110EUROPE GROSS SALES ACTUAL FINAL MAR 2001 200

If a dimension uses the same value for all rows, you can place it in the header as a page dimension, as in the following example:

ACTUAL FINALEUROPE GROSS SALES JAN 2001 150ASIA NET INCOME FEB 2001 150EUROPE NET INCOME FEB 2001 110ASIA GROSS SALES JAN 2001 200


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Chapter

11Using Data Entry Forms

This section describes how to create, modify, and manage data entry forms and the folders in which they are stored.

About Data Entry FormsData entry forms are spreadsheet-like grids with rows and columns for entering data through the Web. You can create as many data entry forms as needed to meet the needs of different users in your organization. For example, you may create a data entry form for fixed assets that is used by budget preparers in the finance department, and another data entry form with the schedule of expense accounts that is used by line managers.

Forms and Plan TypesWhen you create a data entry form, you assign it to a plan type. The data entry form contains dimension members that are valid for the plan type you select. For example, if you assign a data entry form to the Revenue plan type, you cannot add accounts to the data entry form that are not valid for the Revenue plan type. The data entered on the data entry form is saved to the database for the data entry form’s plan type. You cannot change the plan type for a data entry form once it has been assigned.

On a form, accounts whose source plan type is the plan type for the form are editable. You should only add an account to a form for a plan type other than the account’s source plan type if you want the account to be read-only on that form.

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Using Data Entry Forms


Forms and Access RightsWhen you assign access to a data entry form, you control which users can access and change the form design (for example, form properties such as formats, layout, and instructions) and which users can access the form for data input. A user or group can have only one of the following access rights: Read, Write, or None. However, the access rights for a user can be combined based on the groups to which that user belongs.

You create and change form designs using the Manage Forms task. Administrators and interactive users have access to this task. When users are designing a form in the Web client, the selection list to set properties is filtered based on access rights. For example, when setting up the form layout for page, column, row, and point of view, a user is able to select from the list of dimension members to which he has read or write access.

Users enter data through the Enter Data page. All users have access to the Enter Data page. Access to specific data entry forms created by administrators or interactive users is based on access rights. For example, a user having read access to a form can see the form listed and can select the form for entering data. Whether users can actually change the data in the form depends on whether they have access to its members.

When users access a form in the Web client for data entry, their access to the rows and columns on the form is determined by the data access rights they have been assigned to the members on the rows and columns of the form. In order for a form to be editable by a user, the user must have access to at least one member of each secured dimension on the form. For example, if a user has read-only access to the Europe entity, all of the rows and columns on the form that include the Europe entity display in a read-only format.

Forms and CurrenciesThe Currency dimension on a form determines the currency in which the form values display. When a row or column on a data entry form has the member Local selected for the Currency dimension, no currency conversion takes place for that row or column, and users can enter data for the entities on the row or column in their native currency. When a form uses a currency member other than Local, data values are converted to the selected currency for that row or column, and the form is read-only.


11


You can enter data in rows or columns that have Currency as the selected member, as well as Local. For applications that use a single currency, the currency you selected when you created the application is used as the currency member for all entities.

Designing a Form for Multiple CurrenciesTo allow users to work with currencies other than entities’ base currencies, you must also do one of the following when selecting members for a form:

● To compare converted currencies in the same form for rows and columns, select members from at least two different currencies.

● To convert currencies for all the members in the form, assign the Currency dimension to the page axis and select reporting currencies as members. Users can then select the currency member of their choice from the page axis and then launch the calculate currencies calc script to view all the values in that currency.

Forms and VersionsFor bottom up versions, rows and columns with Level 0 members allow data entry. A bottom-level member is a member that has no child members below it. If any rows or columns are set to a parent member, those rows or columns are read-only. The point of view must also be set to the Level 0 member and a member that allows data to be entered against it, in order to allow data entry on a bottom up version. Target versions allow data entry in both parent and bottom-level members.

Forms and AttributesYou can use attributes to select members that share an attribute. For example, you could select the Cost Center attribute to include members on the form that have the Cost Center attribute. Values can be entered into rows and columns that use attributes and are saved to the database.

Forms and Shared MembersYou can use the member relationship to select shared members. For example, you could select an alternate functional roll-up to include all members under that roll-up on the form. Values can be entered into rows or columns that display shared members and are saved to the base members in the database.

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Understanding the Composition of a FormBefore you begin creating data entry forms, it is important to understand some of the basic components of a data entry form.

Point of ViewThe members you select for the dimensions that are assigned to the point of view determine the context for the pages, rows, and columns. For example, if the Scenario dimension is set to Budget in the point of view, then all of the data entered in the pages, row, and columns will go into the Budget scenario. The point of view is always set to a single member for each point of view dimension. A user cannot change the member that is selected for the point of view.

Page AxisThe page axis lets you set up combinations of members that may span dimensions so users can work with data in smaller, logical views. Each item on the page axis can have members selected from one dimension or from multiple dimensions. Users see only members to which they have access.

You specify any number of page drop-down lists, and select members using relationship functions or attributes. You can then switch among member sets to work with by selecting them from the page axis.

Rows and ColumnsRows and columns define the grid into which users enter data. For example, you may assign Unit Sales to the row axis and January to the columns axis. When users access data entry forms through the Web client, they can enter data into the cell where the row for Unit Sales intersects with the column for January.

By default, data entry forms have a single set of rows and columns. You can add additional sets of rows and columns to create data entry forms with asymmetrical combinations for members in rows and columns.

Managing Forms and FoldersThe Form Management page lets you manage data entry forms and folders. You can perform the following tasks from the Form Management page:


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● Create folders

● Move folders

● Delete folders

● Create forms

● Edit forms

● Assign access to forms

● Move forms

● Delete forms

If you want to view all the forms in a particular folder, click on the folder’s name in the Form Folders area. To select all the forms in the forms list, select the check box at the top of the list, in the Form column.

Creating Form FoldersForm folders help you organize the various data entry forms you create. You can create as many form folders as needed, and you can arrange the form folders in a hierarchy. For example, you may want to create a top level form folder called P&L. Within the P&L form folder, you could create form folders named Revenue and Operating Expenses to organize your P&L data entry forms.

You should keep the following points in mind when working with form folders:

● You can move form folders within the hierarchy.

● You can give form folders the same name if they are not on the same hierarchical level.

● You cannot rename a form folder.

● You cannot assign access rights to form folders.

● You cannot delete a form folder unless it is empty.

● You cannot select multiple form folders.

● You cannot rename, move, or delete the top level form folder called Forms, as it contains all the form folders and forms for the application.

➤ To create a form folder:

1. From the Hyperion Planning Home page, click Manage Forms.

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2. From the Form Folders list on the left side of the Form Management page, select the form folder under which you want to create a new form folder.

3. From the left side of the Form Management page, click Create.

4. In the text box, enter a name for the new form folder.

Note: You cannot rename a form folder.

5. Click OK.

Moving Form FoldersWhen you move a form folder, all the data entry forms and nested form folders within the folder are also moved.

➤ To move a form folder:


2. From the Form Folders list on the left side of the Form Management page, select the form folder you want to move.

3. From the left side of the Form Management page, click Move.

4. From the Destination Folder drop-down list, select the form folder to which you want to move the selected form folder.

5. Click OK.

Deleting Form Folders

➤ To delete a form folder:


2. From the Form Folders list on the left side of the Form Management page, select the form folder you want to delete.

Note: You cannot delete a form folder that contains folders or forms.

3. From the left side of the Form Management page, click Delete.

4. When you are prompted to confirm your intention to delete the form folder, click OK.


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Creating FormsThe process of creating a form includes defining various aspects of the form, including:

● Form properties

● Row and column layout

● Page and POV definition

● Member selection

● Display options

● Business rules selection and properties

● Access rights

➤ To create a form:


2. From the Form Folders list on the left side of the Form Management page, select the form folder under which you want to store the new form.

3. From the right side of the Form Management page, click Create.

4. The Form Design Wizard displays and guides you through the process of creating a form.

Setting Form PropertiesOn the Properties tab, you name the form and set its basic characteristics.

➤ To set a form’s properties:

1. In the Form text box, enter a name for the form of up to 80 characters.

2. Optional: In the Description text box, enter a description for the form of up to 255 characters.

3. From the Plan Type drop-down list, select the plan type to associate with the form.

4. In the Enter Instructions text box, enter instructions that users can view.

5. Click Next.

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Setting the Row and Column LayoutOn the Row/Column Layout tab, you assign dimensions to the columns and rows on the form by selecting them from the drop-down lists. For each of those dimensions, you select the members with which you want users to work. You can then set the properties of the dimensions and members on the columns and rows. These properties include showing a member name or alias, starting with the hierarchy expanded, suppressing missing data, and the column width.

You should keep the following items in mind when setting the row and column layout:

● You must select at least one member for each dimension.

● A form must have at least one dimension assigned to the row and column axis.

● You cannot select the same dimension for more than one axis.

● To move a dimension from one axis to another, delete it from the source axis and select it for the destination axis.

➤ To set up the dimensions and members for the column and row axis:

1. In the Column Dimensions area, use the Dimension drop-down list to select the dimension to display first in the column axis.

● To add more dimensions to a column, click Add Dimension.

● To add more columns, click Add Column. For more information, see “Adding Column Definitions” on page 240.

2. Select each dimension’s members by doing one of the following:

● In the Member text box, type the names.

● Click the magnifying glass icon under Select.

For more information about selecting members, see “Selecting Members” on page 241. For more information about selecting different sets of members across the same dimension for a column, see “Creating Asymmetric Rows and Columns” on page 244.

3. Repeat the above steps to assign more dimensions to the column axis.

4. In the Properties area, you can make the following selections:

● Select or deselect the Member Name and Alias options to display the member name, member alias, or both.


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● Select or deselect the Start Expanded option to start the member list expanded or collapsed.

● Select or deselect the Suppress missing data option to suppress or show missing data.

● Select either Small, Medium, or Large for the column width.

5. In the Row Dimensions area, use the Order Dimension 1 drop-down list to select the dimension to display first in the row axis.

● To add more dimensions to a row click Add Dimension.

● To add more rows, click Add Row. For more information, see “Adding Row Definitions” on page 240.




For more information about selecting members, see “Selecting Members” on page 241.

For more information about selecting different sets of members across the same dimension for a row, see “Creating Asymmetric Rows and Columns” on page 244.

7. Repeat the above steps to assign more dimensions to the row axis.

8. In the Properties area, you can make the following selections:

● Select or deselect the Member Name and Alias options to display the member name, member alias, or both.

● Select or deselect the Start Expanded option to start the member list expanded or collapsed.

● Select or deselect the Suppress missing data option to suppress or show missing data.


● Click Next to continue setting up the form.

● Click Previous to return to the previous tab.

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Adding Column DefinitionsOn the Additional Column Definition page, you can further define the member selections for a column’s dimensions. This page enables you to create asymmetric columns. For more information, see “Creating Asymmetric Rows and Columns” on page 244.

➤ To further select members for dimensions in the column axis:

1. On the Additional Column Definition page, click the magnifying glass icon.

2. On the Member Selection page, select members for the dimension.

3. Click Submit.

4. Repeat this for the necessary dimensions.

5. Click Submit.

The newly displayed Edit Columns button on the Row/Column Layout tab lets you further define the column’s dimensions and members.

Adding Row DefinitionsOn the Additional Row Definition page, you can further refine the member selections for a row’s dimensions. This page enables you to create asymmetric rows. For more information about asymmetric rows, see “Creating Asymmetric Rows and Columns” on page 244.

➤ To further select members for dimensions in the row axis:

1. On the Additional Row Definition page, click the magnifying glass icon.

2. On the Member Selection page, select members for the dimension.

3. Click Submit.


5. Click Submit.

The newly displayed Edit Rows button on the Row/Column Layout tab lets you further define the row’s dimensions and members.


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Changing Column DefinitionsThe Edit Columns Definition page lets you further define or remove column definitions.

➤ To set or change the dimension members assigned to a column or to remove the column definition:

1. On the Row/Column Layout tab, click Edit Columns.

2. On the Edit Column Definitions page, next to the column you want to change or delete, click:

● Edit to further define the member selections for the column.

● Delete to delete the additional column definition (including its member selection).

3. Click Return to Form Layout.

Changing Row DefinitionsThe Edit Row Definitions page lets you further define or remove row definitions.

➤ To set or change the dimension members assigned to a row or to remove the row definition:

1. On the Row/Column Layout tab, click Edit Rows.

2. On the Edit Row Definitions page, next to the row you want to change or delete, click:

● Edit to further define the member selections for the row.

● Delete to delete the additional row definition (including its member selection).

3. Click Return to Form Layout.

Selecting MembersOn the Member Selection page, you select members for the current dimension. You can select members directly, by attribute, or based on a relationship.

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➤ To select members for a dimension:

1. From the Members list on the left, select the check boxes for the members you want to select.

Note: To select all members, select the check box in front of the Members In list. Click the plus or minus sign in the Member list to expand or collapse the member list.

2. Move members to and from the Selected Members list in any of these ways:

● Use the right arrow to move the selected members to the right Selected Members list.

● Use the left arrow to remove the selected members from the Selected Members list.

● Use the double left arrows to remove all members from the Selected Members list.

● When selecting members for the page, row, or column axis, you can use the Relation drop-down list to select a range of members based on database outline relationships.

The following table describes the existing relationships, and the members that are included on the form for each relationship:

Relationship Members Included on the Form

Member The selected member

Descendants All descendants of the selected member, excluding the selected member

Descendants (inc) The selected member and all its descendants

Ancestors All members above the selected member, excluding the selected member

Ancestors (inc) The selected member and all its ancestors

Siblings All members from the same level in the hierarchy as the selected member, excluding the selected member

Siblings (inc) The selected member and all its siblings


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Members chosen using the Relation drop-down list are displayed in their unexpanded state.

3. Click Submit.

Note: Changing a user’s access to a dimension member affects which members are displayed in the form after the plan is refreshed.

The order of the members in the Selected Members list determines the order in which they appear in the data entry form. You can change the order of members by selecting a member and then clicking the up or down arrow in the Selected Members title bar. You can use the scroll bar on the right to view long member lists or the horizontal scroll bar at the bottom to easily see members that have long file names or are deeply nested.

● For information on defining different sets of members for a dimension, see “Creating Asymmetric Rows and Columns” on page 244.

● For information on selecting members that are attribute values, see “Selecting Attribute Values as Members” on page 244.

● For information on creating forms that enable account annotations to display on the data entry form, see “Setting a Form’s Display Options” on page 246.

Parents The member in the level above the selected member

Parents (inc) The selected member and its parent

Children All members in the level immediately below the selected member

Children (inc) The selected member and all its children

Level 0 Descendants All descendants of the selected member that have no children

Relationship Members Included on the Form

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Selecting Attribute Values as MembersWhen selecting members for a data entry form, you can select attribute values as members, but you cannot select attributes themselves. For example, you can select the East and West attribute values, but you cannot select the Region attribute as a member.

When selecting attribute values as members, you should also keep the following points in mind:

● You can select shared members by the attribute values they inherit from their base member.

● You can select attribute values using one or more attribute members.

● Selecting two or more attribute values as members from the same attribute dimension results in members that have either attribute value. For example, selecting Blue and Red from the Color attribute includes members that are either Blue or Red.

● Selecting two or more attributes from different attribute dimensions results in members that have both attribute values. For example, selecting Blue from the Color attribute and Large from the Size attribute includes members that are both Blue and Large.

● Selecting a base dimension member and an associated attribute value results in base dimension members that have the associated attribute value. For example, selecting North America (base member) and all its descendants and Populations equal to 200,000 (attribute value) includes all members that are both North American and have populations equal to 200,000.

● A data entry form in which attribute values are selected as members shows the attribute name as well as the base dimension member names and/or aliases.

Creating Asymmetric Rows and ColumnsAsymmetric rows and columns are ones in which different sets of members are selected across the same dimension. Here is an example of an asymmetric selection:

Row/Column A: Scenario = Actual, Time Period = Q1

Row/Column B: Scenario = Budget, Time Period = Q2, Q3, Q4


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➤ To create an asymmetric row or column:

1. On the Row/Column Layout tab, click Add Row or Add Column.

2. On the Additional Row or Column Definitions page, next to the dimension you want to select asymmetric members for, click the magnifying glass icon.

3. Select a different set of members for the row or column than you selected for the dimension in the previous row or column.

4. Click Submit.


6. Click Submit.

Defining the Page and POVOn the Page/Point of View Layout tab, you can select dimensions and members for the page axis, as well as whether to display the members names or aliases. You can also define the POV dimensions and members for any dimensions that are valid for the form’s plan type and not assigned to a page, column, or row axis. The POV toolbar lets you set the unique set of dimension members that define specific intersections of data.

➤ To define the page axis and POV:

1. In the Page Dimensions area, use the Order Dimension 1 drop-down list to select the dimension to display first in the page axis.





3. Repeat the above steps to assign any number of dimensions to the page axis.

Assigning multiple dimensions to the page axis enables planners to easily select dimensionality while entering data. Using the Preferences link and the Data Display tab, users can also specify whether Hyperion Planning sets the page selection to the most recently used selection.

4. Select or deselect the Member Name and Alias options to display the member name or member alias.

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5. In the POV Dimension area, select each dimension’s members by doing one of the following:




6. Select or deselect the Member Name and Alias options to display the member name or member alias.

7. At this point you have entered enough information to save the form. Do one of the following:

● Click Save to save the form and return to the Form Management page.



Setting a Form’s Display OptionsOn the Display Options tab, you can set various options for the form’s display, functionality, and printing. You can also enable account level annotations. In a data entry form, users can add annotations to accounts. However, a user must have write access to the individual account, entity, scenario, and version members. The account level annotations can vary by different combinations of scenario, version, and entity dimensions. The following guidelines apply in order to enable users to add annotations to accounts:

● The Account dimension must be assigned to a row axis.

● The Account, Entity, Version, and Scenario dimensions cannot be assigned to the column axis.

● The Entity dimension can be assigned to either the row, page, or POV axis.

● The Version and Scenario dimensions must be assigned to either the page or POV axis.

➤ To set display options for the form:

1. In the Precision area, set the number of decimal positions you want for displayed values in the form.

– From the Currency Values drop-down list, select the number you want.


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– From the Non-Currency Values drop-down list, select the number you want.

– From the Percentage Values drop-down list, select the number you want.

2. In the Display Properties area, select the appropriate check boxes to enable the following features:

● Display missing values as blank - You can select this option to leave form cells empty where data does not exist. If this option is not selected, empty cells display the text “#missing.”

● Enable account annotations - You can select this option to enable users to add annotations of up to 1500 characters to accounts during data entry.

Note: The Enable Account Annotations option displays if the form meets the criteria listed above for enabling account level annotations.

● Allow multiple currencies per entity - If the application supports multiple currencies, you can select this option to allow entities to support multiple currencies, regardless of their base currency. Users can select the currency for displayed cell values in a form on the fly.

3. In the Printing Options area, set your preferences for how the information in the form is displayed:

Option Explanation

Orientation Select the orientation of the PDF file:

Normal - displays the form with a vertical orientation

Landscape - displays the form with a horizontal orientation

Font Select from among the available fonts in the drop-down list to set the font for the information displayed in the PDF file. To add fonts to the drop-down list, see “Adding Fonts” on page 249.

Font size Type a number from 1 to 26 to set the font size for the information displayed in the PDF file.

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Percentage of the page to use for row headers

Type a number from 1 to 99 to set the percentage of the page to use for row headers. If the row header exceeds the space allotted for it, the text wraps. Set a smaller percentage value to allot more display space for the data and columns headers. The default value is 35.

Number of data columns per page

If you have more rows or columns than will fit on a page, type the number of columns to display on each page.

Repeat headers on all pages If you consistently have more rows or columns than will fit on one page, select this check box to repeat the headers on all displayed pages.

Format data Select this check box to apply the number format settings from the data entry form to the displayed data.

Apply precision Select this check box to apply the form’s precision settings (desired number of decimal points) to the data that is displayed in the PDF file.

Include supporting detail Select this check box to include supporting detail as extra rows in the PDF file. Use the drop-down list to specify how the supporting detail is displayed:

Normal Order - prints the supporting detail in the same order in which it appears on the Supporting Detail page, after the member it is associated with

Reverse Order - prints the supporting detail in reverse order, before the member it is associated with. Supporting detail for children appears above their parents and the order of siblings is preserved.

Show account annotations If the form designer enabled account annotations for the form, select this check box to display account annotations in the PDF file.

Option Explanation


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● Click Save to save the form and return to the Form Management page.

● Click Save As to save the form under a new name.



Adding FontsBy default, Hyperion Planning supports a number of built-in (type-1) fonts for printing forms (for example, Helvetica, Times, Courier, and so on). Administrators can add true type fonts to the Font drop-down list to enable printing in various other languages such as Turkish and Russian. All Hyperion Planning applications on the application server can access the added fonts.

➤ To add fonts that are available for printing forms:

1. Open the HspJSHome.properties file, which is located in the webapps\HyperionPlanning\Web-inf\classes directory within your Web Application Server directory.

Note: If this file does not exist, see “Creating the Properties File” on page 46 for instructions on creating the properties file.

2. Add an entry, using the following syntax:

PDF_FONT_FILE=path\\font1,path\\font2,path\\font3

Note: You must use double backslashes in the path name (for example, c:\\winnt\\fonts\comic.ttf) and separate font names with commas.

Show attribute members If attribute members are selected in the form, select this check box to display them in the PDF file.

Show currency codes If the form supports multiple currencies, select this check box to display the currency codes of values in the PDF file.

Option Explanation

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Here is an example (ignore the line breaks):

PDF_FONT_FILE=c:\\winnt\\fonts\\comic.ttf,c:\\winnt\\fonts\\msgothic.ttc,c:\\winnt\\fonts\\msmincho.ttc

3. Save and close the HspJSHome.properties file.


The fonts you added to the properties file are now available from the Font drop-down list.

Using Business RulesYou can create business rules using a graphical user interface with Hyperion Business Rules for use with Hyperion Planning. These business rules can reside either directly in the Hyperion Business Rules repository or can be exported to Hyperion Essbase as calculation scripts. These business rules can be launched directly from Hyperion Planning Web or associated with Web data entry forms. Both the designers of the forms and users entering data into the form can see and launch only business rules to which they have access.

In Hyperion Business Rules, administrators and interactive users can define business rules that prompt users for input when the rules are launched. For information on:

● Creating business rules, see the Hyperion Business Rules Administrator’s Guide

● Using run-time prompts, see “Using Run-Time Prompts” on page 252 and “Enabling Run-Time Prompts” on page 253

● Setting security on business rules, see “Setting Up Security for Business Rules” on page 126

Selecting Business RulesOn the Business Rules tab, you can associate one or more business rules to which you have access with a form, by plan type. This lets users launch any or all of the associated business rules from the data entry form to allocate and calculate values.You can also set whether each business rule that is associated with a form automatically launches when the Save button is clicked during data entry.


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➤ To select business rules for the form:

1. From the Plan Type drop-down list, select the plan type.

2. From the Business Rules list, select the business rules you want to associate with the form.

3. Move the business rules to the Selected Business Rules on the right side by clicking the right arrow to move the selected business rules or clicking the double right arrows to move all the business rules.

Note: By default, the Calculate Form and the Calculate Currencies business rules are selected. The Calculate Form business rule is programatically created for each form to calculate subtotals. The Calculate Currencies business rule is created for forms that include multiple currencies in a row, column, or page, to enable converting values among the available currencies.

4. To set the order of the selected business rules (which determines the order users see the rules displayed and the order in which they are launched when the data is saved), select a business rule in the Selected Business Rules list and click the up or down arrow.

Note: The order in which business rules are launched is very important and may affect the data. If you are launching both conversion and subtotal business rules, it is important that the conversions be run first, before subtotaling.

Setting Properties of Business RulesOn the Business Rule Properties page, you can set whether each business rule that is associated with a form automatically launches when Save is clicked during data entry. If a business rule has run-time prompts, you can also set whether or not the default member selection on the run-time prompt window matches the current member selection in the page and POV axes.

You set up the properties for business rules as part of the process of creating a form. For more information, see “Creating Forms” on page 237.

➤ To set up properties for a business rule:

1. Select the Run on Save check box next to the business rules you want to run automatically during save operations.

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The business rule Calculate Form is programmatically created for each form to calculate subtotals. The Calculate Currencies business rule is created for forms that include multiple currencies to enable the conversion of values among the available currencies.

Note: The Run on Save option is not available for business rules that have run-time prompts.

2. If a business rule has run-time prompts and you want the default member selection on the run-time prompt window to match the current member selection in the page and POV axes of the open form, select the Use Members on Form check box.

Note: The Use Members on Form option is available only for business rules that have run-time prompts. This option is most effective when used by run-time prompts that use a dimension only once.

For more information on run-time prompts, see “Using Run-Time Prompts” on page 252.

3. Click OK.

Using Run-Time PromptsIn Hyperion Business Rules, administrators and interactive users can set up business rules that, when launched from Hyperion Planning, prompt users for such variables as members, text, or numbers. Here are some examples of run-time prompts:

● Please select an account.

● Select a month.

● Enter the expected number of customer visits per quarter.

● What percentage change in earnings do you expect next month?

Tip: Create prompts that are specific and that let the user know what type of data is expected.

Note: When launching a business rule with a run-time prompt, Hyperion Planning validates the value entered, but it does not validate the business rule.

To learn how to set the default member selection in a run-time prompt, see “Setting Properties of Business Rules” on page 251.


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Enabling Run-Time PromptsFor users to be able to select a business rule that has a run-time prompt, the administrator must first establish a connection between Hyperion Planning and Hyperion Business Rules.

Note: The following steps apply to Microsoft Windows only, not to UNIX systems.

➤ To set up a connection between Hyperion Planning and Hyperion Business Rules:

1. Start the application server.

2. From your Web browser, log on to Hyperion Planning.

3. Start the Hyperion Business Rules server:

a. Navigate to the bin folder where Hyperion Business Rules is installed.

b. Double-click starthbr.bat.

The starthbr.bat file synchronizes Hyperion Business Rules with Hyperion Planning. If the connection is lost, Hyperion Planning tries to reconnect at a predefined interval.

4. When the connection between the two products is established, the following message is displayed: “HBR Server bound in registry.”

Previewing a FormWhile you are designing or changing a data entry form, you can preview the form’s structure: which dimensions are assigned to the POV (Point of View), columns, rows, and page axes. Preview does not display data associated with the form.

➤ To preview a form’s design, select the Preview tab.

Assigning Access to a FormBy assigning access to forms, administrators and interactive users determine:

● Administrators and interactive users who can view and change various form designs. By default, administrators have write access to all forms for design modifications. Interactive users have write access to certain forms based on access rights.

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● Users who can access the forms for view or data input. By default, administrators have write access to all data entry forms. Interactive users and planners have access to data entry forms based on access rights. Whether users have access to the data in the form depends on whether they have access to its members.

Assigning Access to a Form

➤ To assign access to forms:

1. At the Form Management page, select the form for which you want to set access.

Note: Access rights are assigned to forms, not to form folders. You can assign access to one form at a time.


3. Click Add Access and select the users or groups you want to have access to the form.

4. In the Type of Access box, select the kind of access you want the selected users or groups to have to the form:

– Read - enables users to see and use the form for data entry

– Write - enables users to change the form’s design and to see and use the form for data entry

– None - prevents users from seeing the form listed

5. Click Add.

6. Click Close.

Changing Access to a Form

➤ To change which users can use a form or change the form’s design:

1. At the Form Management page, select the form for which you want to change access.

Note: Access rights are assigned to forms, not to form folders. You can change access to only one form at a time.


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3. Select the users or groups for which you want to change the access assignment and click Edit Access.

4. In the Type of Access box, select the kind of access you want the selected users or groups to have to the form:

– Read - enables users to see and use the form for data entry

– Write - enables users to change the form’s design and to see and use the form for data entry

– None - prevents users from seeing the form listed

5. Click Set.

6. Click Close.

➤ To remove access from forms:

1. At the Form Management page, select the form for which you want to remove access.

Note: Access rights are assigned to forms, not to form folders. You can remove access to only one form at a time.


3. Select the users or groups for which you want to remove the access assignment and click Remove Access.

4. You are prompted to confirm your intention to remove access. Click OK.

Modifying Forms

➤ To modify a form:


2. From the Form Folders list on the left side of the Form Management page, select the form folder where the form you want to modify is stored.

3. From the Forms list on the Form Management page, select the form you want to modify.

4. From the right side of the Form Management page, click Edit.

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5. Make the necessary changes to the form. For additional information on modifying a form, see:

● “Setting Form Properties” on page 237

● “Setting the Row and Column Layout” on page 238

● “Defining the Page and POV” on page 245

● “Selecting Members” on page 241

● “Setting a Form’s Display Options” on page 246

● “Selecting Business Rules” on page 250

Note: When you open a form, all business rules that are associated with the form display and remain selected regardless of your access rights. You can reposition or remove these business rules. When you select new business rules to add to the form, you can select only those business rules to which you have access.

● “Assigning Access to a Form” on page 253

Moving Forms

➤ To move a form:


2. From the Form Folders list on the left side of the Form Management page, select the form folder where the form you want to move is stored.

3. From the Forms list on the Form Management page, select the form you want to move.

Note: You can move multiple forms at once if they are in the same form folder.

4. From the right side of the Form Management page, click Move.

5. From the drop-down list, select the destination form folder.

6. Click OK.


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Deleting Forms

➤ To delete a form:


2. From the Form Folders list on the left side of the Form Management page, select the form folder where the form you want to delete is stored.

3. From the Forms list on the Form Management page, select the form you want to delete.

4. From the right side of the Form Management page, click Delete.

5. When you are prompted to confirm your intention to delete the form, click OK.

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12

Chapter

12Managing the Budgeting Process

This section describes the concept of a planning unit and its life cycle through the review process.

About the Budgeting ProcessThe Hyperion Planning budgeting process lets you track the progress of a budget from any level in the organization using the Web-based client. The budgeting process lets you identify problems in the review process, view status information, quickly identify ownership of budget planning units, and change the budget status. Hyperion Planning tracks the budget by planning units, which are combinations of scenario, version, and entity.

The budget process is designed to reduce budget cycle time through these key characteristics.

● Approve a planning unit from any process state

● Approval path is independent of organizational structure

● Highlight the exceptions and problem areas

● Built-in audit information through annotations and process status

● Add annotations and comments at each pass through the review process

● Accountability through ownership

Planning UnitsScenarios and versions are the basis of the planning review cycle. Entities submit planning data for a particular scenario and version. The combination of scenario, version, and entity is called a planning unit and is the basic unit for preparing, reviewing, and approving plan data.

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Managing the Budgeting Process


For example, consider the data outline below:

● The Version dimension has two members: Best Case, Worst Case

● The Entities dimension has three members: New York, California, Connecticut

● The Scenario dimension has two members: Actual, Budget

The planning unit might consist of a version (Worst Case), an entity (New York), and a scenario (Actual) as shaded in the example below:


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You start, view, and promote planning units using Hyperion Planning Web’s Check Status task. Hyperion Planning Web also maintains a history of the budget review process and supports users’ annotations. For more information about Check Status, see the Hyperion Planning Web help.

A planning unit is in one of six possible states:

● Not Started - the initial state of all planning units. Any budget administrator can initiate the review process using the Start action.

● First Pass - The first state for planning units that have been selected to go through the budgeting process. There is no owner of a planning unit during First Pass. Any user with data access can enter data and promote the planning unit during the First Pass state.

● Under Review - This state occurs when a Promote action is taken on a planning unit and signifies that a planning unit is being reviewed by someone in the organization. Only the current owner or the budget administrators can modify data or perform an action on a planning unit that is in the Under Review state.

● Signed Off - This state occurs when a Sign Off action is taken on a planning unit. Only the current owner or the budget administrators can modify data or perform an action on a planning unit that is in a Signed Off state. Ownership does not change when a planning unit is signed off.

● Not Signed Off - This state occurs when a Reject action is taken on a planning unit. Only the current owner or the budget administrators can modify data or perform an action on a planning until it is in a Not Signed Off state.

● Approved - This state occurs when an Approve action is taken on a planning unit. After a planning unit is approved, the budget administrator becomes the owner of the planning unit. Only the budget administrators can modify data or perform an action on a planning unit that is in the Approved state. With multiple budget administrators, management of the planning cycle is procedural, requiring coordination among the administrators. Once all the planning units are approved, the budget cycle is complete.

Note: In all states except the Not Started state, all users with read access can view data, view the process state, view the history, and read and enter new annotations.

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Starting the Review ProcessA budget administrator begins the review process by selecting a planning unit and starting it. The budget administrator can select all planning units or a subset of planning units for the review process. The Start action changes the state of the planning unit to First Pass, which is the beginning state of the review process. During the First Pass state, the budget administrator may choose to exclude some or all of the entities from the planning unit.

➤ To start a planning unit:

1. From the Hyperion Planning Home page, click Check Status / Manage Process.

2. From the Scenario drop-down list, select a scenario.

3. From the Version drop-down list, select a version.

4. Click Go.

5. Select the Start option next to the entity that you want to start.

Note: For budget administrators, the Entity list can be displayed as a tree or a flat list. If you are in a tree view, you can expand the hierarchy until you see the entity or entities you want to work with, or if you are in the flat list view, you can click a column header to sort the list.

6. Optional: To remove planning units from the planning process or from being tracked in the system, select the Exclude option next to the desired planning unit.

Note: After an administrator excludes a planning unit, all annotations and history associated with the planning unit are discarded. The planning unit’s status is returned to Not Started and the owner is set to No Owner. However, the data values are retained.

Tip: For more information on working with planning units, see the User’s help system.

Entity HierarchyThe parent/child relationships between entities affect their movement through the review process. The following rules apply:

● When you promote or reject a parent, its children are automatically promoted or rejected, unless they are in the Approved state. The owner selected for the parent becomes the owner of the children also.


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● When you approve a parent, its children are automatically approved.

● After all of the children of a parent are promoted to the same owner, the parent is promoted to that owner automatically.

● After all of the children of a parent are signed off, the parent status automatically changes to signed off.

Note: You cannot change the status of a parent if its children are owned by different users. If the children of a parent are promoted to different users or signed off by different users, the parent has no owner and its status can only be changed by the budget administrators.

Enabling E-mail NotificationThe Preferences page displays differently for the application owner versus the other application users because the application owner must set up the application’s e-mail server before anyone else can successfully enable e-mail notification. After e-mail notification is enabled, users receive an e-mail when they become the new owner of a planning unit. The subject of the e-mail is NEW OWNER: XYZ Plan (Scenario, Version, Entity).

Note: This feature is available for SMTP e-mail systems only.

➤ To enable e-mail notification for the other application users:

1. From the Hyperion Planning Home page, click the Preferences link.

2. Select the Application tab.

3. In the Email Server text box, type the name of the e-mail server for the current application.

4. In the Email Address text box, type in the appropriate e-mail address.

5. Select the Enable Email Notification check box.

6. Optional: Select Copy The Application Owner if you want the owner of the application to receive a copy of the e-mail notifications.

Note: Click Reset to revert to the selections that were set when you accessed the Preferences page. Reset lets you undo your latest changes and start over again from your previous selections.

7. Click Save.

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8. Repeat the above steps for each application you want e-mail notification enabled.

If the e-mail server name and e-mail address are valid, the application owner now becomes the source of all e-mail notifications. If the e-mail server name and e-mail address are not valid, no one else can enable e-mail notification.


13

Chapter

13Customizing Hyperion Planning Web Client

You can customize five different aspects of the Hyperion Planning Web user interface:

● Home Page Tools

● Style (font size, alignment, etc.)

● Text

● Images/Color

● Process Management

Customizing the Hyperion Planning Web Home Page

Administrators can customize the Hyperion Planning Home page by adding links to commonly-used tools for analyzing, tracking, and reporting on planning data. Other Hyperion Planning users can then click on links that launch associated tools. The customized links appear on the Hyperion Planning Home page, under the Tools: Analyze and Report section.

➤ To add a link to the Hyperion Planning Home page:

1. Log on to the Hyperion Planning Home page.

1. Click the Preferences link.

2. Select the Custom Tools tab.

3. In the Name text box, enter the name of the link that you want to display on the Hyperion Planning Home page.

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Customizing Hyperion Planning Web Client


4. In the URL text box, enter the URL for the site or application to which you want to link.

Examples:

http://ABCcompany/announcement.htm http://www.hyperion.com

5. From the User Type drop-down list, select which user type you want to have access to this link. Your choices are Administrator, Interactive, and Basic.

– Administrator users see all links

– Interactive users see interactive user and basic user links

– Basic users see basic user links

6. Click Save.

Tip: To revert to the previous settings, click Reset.

Customizing Cascading Style SheetsYou should have a basic knowledge of cascading style sheets before customizing the Hyperion Planning cascading style sheets, as some of the settings are necessary for the proper display of certain portions of Hyperion Planning. Any changes to the cascading style sheets must be made on the Web server. These changes then affect all users connected to the Web server.

Note: Colors defined in the style sheets are not governed by the image and color resources.

The default Hyperion Planning cascading style sheet is named HspStyle.css and is located in the following location:

<WebAppServer>\<application directory>\HyperionPlanning

➤ To customize the cascading style sheet:

1. Locate the HspStyle.css file in the <WebAppServer>\<application directory>\HyperionPlanning directory.

2. Copy and paste the HspStyle.css file to the <WebAppServer>\<application

directory>\HyperionPlanning\custom directory.

3. Rename the file HspCustom.css.


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4. Make all changes to the HspCustom.css file in the <WebAppServer>\<application


All Hyperion Planning Web pages include a reference to the HspCustom.css file and any settings made here override those in HspStyle.css.

For example, the style that defines the look of the small action buttons used in various places in Hyperion Planning is defined:

.SmallBtnIn {background-color:#99CCCC;border:solid thin;border-width:1;border-color:#969696;

}

and would be customized to change the colors in the following way:

.SmallBtnIn {background-color:#0000DD;border:solid thin;border-width:1;border-color:#777777;

}

Customizing TextYou can customize the text that appears in various locations throughout the Hyperion Planning Web interface. All customizable text is stored in the HspCustomMsgs_en.template file, which is located in the <WebAppServer>\<application directory>\HyperionPlanning\custom directory. The text in HspCustomMsgs_en.template is the English version of the labels and messages used in Hyperion Planning. You can override the text through two levels of customization.

The first level of customization is localization, in which the text resources of HspCustomMsgs_en.template are overridden by the localized versions of the text. These files are generated by a localization vendor, renamed according to the localized language, and installed to the <WebAppServer>\<application directory>\HyperionPlanning\Web-inf\lib directory. For example, the French version of this file is named HspCustomMsgs_fr.properties and is installed to the <WebAppServer>\<application directory>\HyperionPlanning\Web-inf\lib directory.

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The second level of customization is any custom modifications you make to text resources.

➤ To customize the HspCustomMsgs_en.template file:

1. Locate the HspCustomMsgs_en.template file in the <WebAppServer>\<application


Note: If you are using WebLogic on a UNIX machine, see “Customizing Hyperion Planning When Using WebLogic and UNIX” on page 270.

2. Copy and paste the HspCustomMsgs_en.template file to the <WebAppServer>\<application

directory>\HyperionPlanning\Web-inf\lib directory.

3. Rename the file HspCustomMsgs_en.properties.

4. Make all changes in the HspCustomMsgs_en.properties file in the <WebAppServer>\<application


Each line in the HspCustomMsgs_en.properties file represents an individual text resource you can customize. The name of the resource starts each line, followed immediately by an equals sign, followed immediately by the contents of the text resource. There is no punctuation required at the end of the line. The carriage return signals the end of the resource.

For example, if you want to change the Tools menu label used on the Hyperion Planning Home page, find the following string:

LABEL_HOME_TOOLS=Tools: Analyze and Report

and make a corresponding entry in HspCustomMsgs_en.properties:

LABEL_HOME_TOOLS=Tools: Additional Resources

After making changes to the .properties files, stop and restart JRun Server in order for changes to take affect.

Customizing Text in Non-Latin LanguagesYou can customize the text that appears in the Hyperion Planning Web interface, even in non-Latin languages such as Chinese, Russian, Japanese, and so on.


13


You will need the native2ascii program, which is included with the Sun JDK. Some application servers such as WebLogic install this program for you. If you don’t have the native2ascii program, you may either install the JDK or copy this program from a computer that has the JDK installed.

➤ To customize the HspCustomMsgs_en.template file:

1. Copy the HspCustomMsgs_en.template file into the web-inf\lib folder.

2. Rename this file HspCustomMsgs_ru.source.

3. Customize the .source file as needed with the appropriate label names, messages, and so on.

4. Copy a .bat file similar to this one for Russian into the web-inf\lib folder:

@echo offecho Creating HspCustomMsgs_ru.properties set path=.;C:\bea\jdk131\binset CLASSPATH=.native2ascii -encoding Cp1251 (To determine the correct encoding, see the Note that follows these steps.)HspCustomMsgs_ru.sourceHspCustomMsgs_ru.propertiespause

5. Edit the .bat file to make sure the language settings and directory path to the native2ascii executable are correct.

6. Run the .bat file to generate an HspCustomMsgs_ru.properties file.


You should now be able to see all characters correctly.

Note: You can find a complete list of canonical encodings at this Web site:

http://java.sun.com/j2se/1.3/docs/guide/intl/encoding.doc.html

To generate a new .properties file, you must make any additional customization changes to the .source file and then run the .bat file again.

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Restricted CharactersCertain characters can cause errors when used in custom messages. This also depends on whether the text string is being generated by java or java script. Pop up boxes and some buttons are usually generated by java script and text messages are usually generated by java.

Avoid using the following characters in custom messages:

“ / ‘

● If you need to use /b within a text string, use //b instead.

● If you need to use ‘ within a text string, use //‘ instead.

Customizing Hyperion Planning When Using WebLogic and UNIX

If you are running WebLogic on a UNIX machine, you will follow slightly different steps before you can customize the text, colors, and images of the Hyperion Planning Web interface.

➤ To prepare for customization:

1. Manually decompress the HyperionPlanning.ear file.

2. Locate the HspCustomMsgs_en.template file in the <WebAppServer>\<application


3. Copy and paste the HspCustomMsgs_en.template file to the same directory in which the HspJSHome.properties file is located.

The location of this file will vary depending on where you decided to decompress the HyperionPlanning.ear file.

4. Rename the file HspCustomMsgs_en.properties.

5. Make all changes in the HspCustomMsgs_en.properties file.

Customizing Hyperion Planning When Using Apache Tomcat

If you are using Apache Tomcat as your Web application server, you follow slightly different steps before you can customize the text, colors, and images of the Hyperion Planning Web interface.


13


➤ To prepare for customization:

1. Locate the HspCustomMsgs_en.template file and the HspCustomImgs_en.template file in the tomcat\webapps\HyperionPlanning\custom directory.

2. Copy and paste the HspCustomMsgs_en.template file nd the HspCustomImgs_en.template file to the same directory in which the HspJSHome.properties file is located.

3. Rename the files as HspCustomMsgs_en.properties and HspCustomImgs_en.properties.

4. Make all changes in the HspCustomMsgs_en.properties and HspCustomImgs_en.properties files.

Customizing Colors and ImagesYou can customize the colors and images that appear in various locations throughout the Hyperion Planning Web interface. All customizable colors and images are stored in the HspCustomImgs_en.template file, which is located in the <WebAppServer>\<application directory>\HyperionPlanning\custom directory. The information in HspCustomImgs_en.template is the English version of the colors and images used in Hyperion Planning.

➤ To customize the HspCustomImgs_en.template file:

1. Locate the HspCustomImgs_en.template file in the <WebAppServer>\<application


Note: If you are using WebLogic on a UNIX machine, see “Customizing Hyperion Planning When Using WebLogic and UNIX” on page 270.

2. Copy and paste the HspCustomImgs_en.template file to the <WebAppServer>\<application


3. Rename the file HspCustomImgs_en.properties.

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4. Make all changes in the HspCustomImgs_en.properties file in the WebAppServer>\<application


Note: Image file names and the Images directory are case-sensitive on some application servers and operating systems.

Each line in the HspCustomImgs_en.properties file represents an individual color or image resource you can customize. The name of the resource starts each line, followed immediately by an equals sign, followed immediately by the contents of the resource. There is no punctuation required at the end of the line. The carriage return signals the end of the resource.

For example, if you want to change the image on the Hyperion Planning Log On page, find the following resource:

IMG_LOGON=Images/logon_nobdr_nopnstrp.gif

and make the following entry in HspCustomImgs_en.properties:

IMG_LOGON=Images/my_logon_image.gif

You have the ability to change every reference to a particular color (such as the various shades of teal) to be some other color. Some of the colors are named, some are given as hex values, and some are given as RGB values. Any new images that you add to the Web interface must also be stored in the Hyperion Solutions\Hyperion Planning\Web\Images directory.

After making changes to the .properties files, stop and restart JRun Server in order for changes to take affect.

Customizing the Colors, States, and Actions for Process Status

You can customize the color, state name, and action name for process status in Hyperion Planning Workflow Tasks. Customizing the color, state, and action of each process status requires some knowledge of how to maintain and manipulate the relational database you are using.


13


Customizing the ColorsBy default, each process status state in the Workflow Tasks page is black. However, you can customize each process status state to display different colors (e.g., red for Not Started, green for First Pass, etc.). Valid colors include all named colors, which means they are those colors that a browser will recognize. Refer to the Microsoft Web site for an up to date list of supported named colors.

The process status state color information is stored in the HSP_PM_STATES table in the COLOR column. You will need to run statements for your particular relational database to change the color value in the database.

The following examples are for an SQL relational database.

● To get a list of all the available process status states and their current color settings, run the following query:

select * from hsp_pm_states

● This returns various information, including the state_id, the name of the process status state, several other pieces of information, and the color. By default, the value of the color will be <NULL> which converts to black.

● Take note of the state_id of the process status state for which you want to change the color and run the following query:

UPDATE HSP_PM_STATES SET COLOR = '<new color>' WHERE STATE_ID = <state_id>

Example:

To change the First Pass process status state color to green, run the following SQL statement:

UPDATE HSP_PM_STATES SET COLOR='GREEN' WHERE STATE_ID=1

Note: For an Oracle relational database you need to remember to issue a commit to commit the transaction.

Example:COMMIT;

Customizing the StatesBy default, the following process status states are available in the Workflow Tasks page:

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● Not Started

● First Pass

● Approved

● Not Signed Off

● Under Review

● Signed Off

However, you can customize each process status state to display a different name (e.g., you can use the name “Promoted” rather than the default “Approved”).

The process status state information is stored in the HSP_PM_STATES table in the NAME column. You will need to run statements for your particular relational database to change the state value in the database.


● To get a list of all the available process status states and their current names, run the following query:

select * from hsp_pm_states

● This returns various information, including the state_id, the name of the process status state, several other pieces of information, and the color.

● Take note of the state_id of the process status state for which you want to change the name and run the following query:

UPDATE HSP_PM_STATES SET NAME = '<new name>' WHERE STATE_ID = <state_id>

Example:

To change the Approved process status state name to Promoted, run the following SQL statement:

UPDATE HSP_PM_STATES SET NAME='PROMOTED' WHERE STATE_ID=1


Example:COMMIT;


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Customizing the ActionsBy default, the following process status actions are available in the Workflow Tasks page:

● Start

● Exclude

● Reject

● Approve

● Sign Off

● Promote

However, you can customize each process status action to display a different name (for example, you can use the name “Accept” rather than the default “Approve”).

The process status action information is stored in the HSP_PM_ACTIONS table in the NAME column. You will need to run statements for your particular relational database to change the action value in the database.


● To get a list of all the available process status actions and their current names, run the following query:

select * from hsp_pm_actions

● This returns various information, including the action_id, the name of the process status action, and several other pieces of information.

● Take note of the state_id of the process status action for which you want to change the name and run the following query:

UPDATE HSP_PM_ACTIONS SET NAME = '<new name>' WHERE ACTION_ID = <action_id>

Example:

To change the Approve process status action name to Accept, run the following SQL statement:

UPDATE HSP_PM_ACTIONS SET NAME='ACCEPT' WHERE ACTION_ID=1


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Example:COMMIT;


14

Chapter

14Troubleshooting

This section describes how to resolve some common issues.

Currency Conversion Calc Script Failed

Scenario

When verifying your calc scripts, the following error message appears if the scenarios, versions, or currencies in the calc script are dynamic calc members or if all account members are dynamic: “The FIX statement cannot contain a dynamic calc member.”

Solution

When selecting scenarios, versions, and currencies for creating a currency conversion calc script on the Manage Database task, the selected scenarios, versions, and currencies cannot be dynamic calc members. In addition, at least one of the accounts must be set as Store.

500 Error Message

Scenario

You may receive a 500 ERROR message on a data entry form when the number of members on the Page (the cross-product combination of dimensions after security filter is applied) causes Java to run out of memory.

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Troubleshooting


Solution

It is recommended that the number of cross-product dimension combinations on the Page be reduced as much as possible. By default, Java is allocated 128MB of memory, but if your server has more memory available, you should increase the amount that Java can use. As a general rule, if the server is dedicated to Hyperion Planning, allocate 75% of the server’s RAM to Java; if the server is not dedicated, allocate 25 to 50%of the RAM to Java. The minimum memory setting should be 128MB.

➤ To change the Java memory settings for JRun:

1. Open the JRun Management Console and navigate to JRun Default Server > Java Settings > Java Arguments.

2. In the Input text box, enter the amount of RAM you want to allocate, using the following expression:

-Xmx<amount>M

For example, to set Java to use 512MB of RAM, enter:

-Xmx512M

3. Select Update.

4. Close the JRun Management Console.

5. Restart the JRun Default Server to apply the change.

➤ To change the Java memory settings for WebSphere 3.5.x:

1. Highlight the Hyperion Reports\Hyperion Planning application server in the administrator console.

2. Add the Java memory settings to the same place where you add or modify the -CLASSPATH arguments.

CAUTION: Do not modify the admin.config file settings. Any changes made to this file will be in affect for all application server JVMs.

➤ To change the Java memory settings for WebSphere 4.0:

1. Highlight the default server in the administrator console.

Troubleshooting

14


2. Enter the amount of RAM in the Initial java heap size and the Maximum java heap size fields.

Note: You can set both values to 512 or 1024, depending on how much RAM your system has. If your system has 1 GB of physical RAM, use 512MB as the java heap size.

➤ To change the Java memory settings for WebLogic 6.x:

1. Open the .cmd file used to start the application server (for example, startHPServer.cmd).

2. Locate the section for the %JAVA_HOME% variables and make the setting changes shown below. This procedure is the same for both Hyperion Planning and Hyperion Reports.

echo on"%JAVA_HOME%\bin\java" -hotspot -ms128m -mx128m -classpath %CLASSPATH% -Dweblogic.management.discover=false -Dweblogic.Domain=Hyperion -Dweblogic.Name=HPServer "-Dbea.home=%BEA_HOME%" -Dweblogic.management.password=%WLS_PW% -Dweblogic.ProductionModeEnabled=%STARTMODE% "-Djava.security.policy==%WEBLOGIC_HOME%/lib/weblogic.policy" weblogic.Servergoto finish

JRun Server Connection Refused

Scenario

You may receive the following error when initially using the Hyperion Application Link Planning Adapter: “Connection refused to host [DRIVENAME:11333]; nested exception is: java.net.connectexception:connection refused.”

Solution

Log on to the Hyperion Planning Web server. Below are two procedures to connect to the JRun server. The first is for the default server, the second is for when the server is an Oracle relational store.

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Troubleshooting


➤ To connect to the JRun default server:

1. Rerun hspsetupsupport.exe which by default, is found in the <DRVIE>:\Program Files\Hyperion Solutions\Hyperion

Planning\Utils directory.

2. Select the appropriate driver (for example, JTurbo).

3. Stop and start or recycle the JRun default server.

➤ To connect to the JRun default server on an Oracle relational store, perform the following:

1. Rerun hspsetupsupport.exe which by default, is found in the <DRVIE>:\Program Files\Hyperion Solutions\Hyperion

Planning\Utils directory.

2. Select the appropriate driver (for example, Oracle Thin).

3. If the Oracle server is not on the same machine as the Hyperion Planning Web server, open the hspjshome.properties file in the C:\Program Files\Hyperion Solutions\Hyperion Planning\Web\Web-inf\Lib directory.

4. Change the PLANNING_JDBC_URL line from @localhost to @OracleServerName and save your changes.

5. Stop and start or recycle the JRun default server.

Manage Database Errors

Scenario

Manage database errors can occur when the 8.3 naming convention is not used. The error may appear as: “Manage Database Errors detected (Start 1060044): Could not open outline -2147218904.”

Solution

To resolve manage database errors you may need to redirect the operating system environment variables. Ensure that the 8.3 character naming convention is applied to the file system. If you are certain that the correct naming convention is applied, see Setting Environment Variables.

Troubleshooting

14


File Naming ConventionEnsure you are logged on to the Hyperion Planning server as the DCOM user before making any changes.

➤ To confirm that the DCOM user's temp environment variables conform to an 8.3 naming convention, perform one of the following:

● To check the environment variables for Windows NT:

a. Close Hyperion Planning.

b. Close Hyperion Essbase.

c. On the Windows desktop, right-click My Computer.

d. Select Properties.

e. Select the Environment tab.

f. Change the settings for Temp and Tmp in the user variable to the 8.3 naming convention.

For example, C:\Temp

● To check the environment variables for Windows 2000:

a. Close Hyperion Planning.

b. Close Hyperion Essbase.

c. On the Windows desktop, right-click My Computer.

d. Select Properties.

e. Select the Advanced tab.

f. Select Environment Variables.

g. Change the settings for Temp and Tmp in the user variable to the 8.3 naming convention.

For example, C:\Temp

h. Open the Essbase Application Manager and open the outline.

i. Close the Essbase Application Manager and restart Hyperion Planning.

Note: The settings for Temp and Tmp in the user and system variables must be unique. Do not set the user and system variables to the same directory.

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Troubleshooting


Setting Environment VariablesOnce you are certain that you are using the 8.3 naming convention, you can resolve the issue by setting the environment variables.

➤ To set the environment variables:

1. Using Microsoft Explorer, add a directory under Temp called Temp.

2. Redirect environment variables to C:\temp\temp.

3. Try Refresh\Create.

4. If you continue to receive the error, redirect environment variables back to C:\temp.

5. Try Refresh\Create again.

Restore Navigation Icons in Hyperion Planning 2.0

Scenario

The navigation icons in Planning 2.0 are missing.

Solution

When the Hyperion Reports server has stopped, you must apply the navigation icon selections to Hyperion Planning.

➤ To apply the navigation icons:

1. Log on to Hyperion Reports.

2. From the menu, select View/Navigation frame/Organize navigation frame.

3. Click Advanced.

4. Click New.

5. Click Add.

6. From the drop-down box, select Plan apps.

7. Type Hyperion Planning for the display name and the full name.

Troubleshooting

14


8. Click OK.

9. Bring over the icon selections you want to see in your navigation frame, and click OK.

java/rmi/Naming Error

Scenario

You receive the error: “java/rmi/Naming” when creating a new Hyperion Planning Adapter.

Note: This scenario occurs only in versions of Hyperion Planning prior to version 2.2.

Solution

To resolve this issue, you must download and install the RMI patch from the Microsoft support site or acquire it from your MSDN support representative at your location.

➤ To download and install the RMI patch:

1. Go to the following Microsoft ftp site to obtain the rmi.zip file:ftp://ftp.microsoft.com/developr/msdn/unsup-ed/rmi.zip

2. Extract the contents to a temporary directory.

3. Copy the following directories to C:\winnt\java\classes:

● sun

● java

● sunw (optional)

4. Verify that your machine has a sun and java directory in the C:\winnt\java\classes directory.

Note: You may also have other directories such as sunw or com directory depending on your setup of WinZip, but they are not required.

5. From a Command Prompt, run the command clspack -auto

6. Delete the temporary directory.

7. Restart your machine.

284 ■

Troubleshooting


Missing Hyperion Planning Adapter

Scenario

When you use a new machine with a copy of the old C drive, the path to the Hyperion Application Link task palette is broken. In some instances, either the Hyperion Planning icon or the flat file icon is lost.

Solution

Locate the Hyperion Planning or flat file .prx file.

➤ To replace the missing icon on the task palette:

1. Go to the Extensions menu.

2. Click Browse.

3. Locate and select the missing prx file.Examples:

● Hyperion Planning is Planning.PRX

● Flat file is Files.prx.

Slow Performance When Opening Large Forms

Scenario

Unusually large data entry forms with many cells may require significant time to open.

Solution

You can choose to display a warning when someone tries to open data entry forms that are larger than a specified number of cells. When a user tries to open a form that is beyond the specified size limit, Hyperion Planning displays a warning about the time needed to open the form. The user can choose whether or not to open the data entry form.

The default value of cells that trigger the warning is 1500. Administrators can change the default value.

Troubleshooting

14


➤ To set the number of form cells that trigger a warning message upon opening:

1. On the Web, select Preferences.

2. Click the Data Display tab.

3. In the text box Warn If Form Larger Than __ Cells, type a value.

4. Optional: To apply this value to all users, select Apply To All.

Unable to Create Application Error

Scenario

When you try to create a new application in Hyperion Planning, you may receive the following error message when you click Finish in the Create Application task: “Unable to create application <application name>. Error number: -2147160060.”

Solution

There may be several causes of this issue. To resolve it, ensure that the following conditions are met:

● Hyperion Essbase must be running.

● Advanced User Rights must be set up on the local machine.

● Administrator user must be set up in DCOM (run dcomcnfg.exe) for HsxServer and HspDataSource.

● If the Hyperion Essbase supervisor username is the same as the Hyperion Planning administrator username, then the passwords must be identical.

● If using local authentication, then the machine name must be different from the username.

● For all versions later than Hyperion Planning 1.0, you must be running MDAC 2.5 or higher (with the exception of version 2.7, which is not compatible). To confirm the version, check the properties on any .dll in C:\Program Files\Common Files\System\Msadc. The newer version can be downloaded from the Microsoft Web site.

286 ■

Troubleshooting


Unsuccessful Login

Scenario

When logging on to Hyperion Planning Web client, you receive the error: “Unsuccessful login. Please try again.”

Solution

Ensure that you are using a valid username and password. Otherwise proceed to the following possible resolutions.

JRun Evaluation Period Expired, Outdated, or MissingCheck your JRun default-err.log for a message stating that your Evaluation period of Jturbo has expired.

➤ To replace an expired copy of JRun:

1. Stop the JRun Default Server and replace your current copy of jturbo.jar with a current licensed copy or evaluation version.

2. Place the jturbo.jar in the Hyperion Planning \web\web-inf\lib directory.

3. Start the JRun Default Server.

4. Log on to the Hyperion Planning Web client.

Incorrect JDBC Driver (SQL)If you have the incorrect driver to run JRun, it is necessary to select the correct one when running hspsetupsupport.exe.

➤ To select the correct driver:

1. Rerun hspsetupsupport.exe and select the appropriate driver (for example, JTurbo).

2. Stop and start or recycle the JRun Default Server or the Hyperion Planning server.

Troubleshooting

14


Incorrect JDBC Driver (Oracle)The same case may apply if you are running on Oracle. You must select the appropriate driver when running hspsetupsupport.exe. You may also need to modify the hspjshome.properties file.

1. Rerun hspsetupsupport.exe and select the appropriate driver (for example, Oracle Thin).

2. If the Oracle server is not on the same machine as the Hyperion Planning Web server, open the hspjshome.properties file in the C:/Program Files/Hyperion Solutions/Hyperion Planning/Web/Web-inf/Lib directory.

3. Change the PLANNING_JDBC_URL line from @localhost to @OracleServerName and save your changes.

4. Stop and start or recycle the JRun Default server or the Hyperion Planning server.

Classes Zip Files Missing (Oracle)Another cause of this problem on an Oracle system is a copy of the CLASSES12.ZIP file was not found in the C:\Program Files\Hyperion Solutions\Hyperion Planning\Web\Web-inf\Lib directory.

➤ To replace or provide the classes zip files:

1. Locate the classes files on your Hyperion Planning CD or download .zip file.

2. Copy the CLASSES12.ZIP file to C:\Program Files\Hyperion Solutions\Hyperion Planning\Web\Web-inf\Lib directory.

3. Restart or recycle the JRun Default Server.

288 ■

Troubleshooting


Restore or Move an Application

Scenario

When a Hyperion Planning application needs to be restored or moved to another machine, it can be done by a consultant at your site or when a support staff member receives your file for testing purposes (usually referred to as “restoring”). For SQL databases, you use the Backup utility. Then, either the consultant or the support staff uses the Restore utility.

Solution

➤ To restore or move an Hyperion Planning application:

1. Create a temporary relational database.

2. Create a permanent relational database.

3. Restore the relational database from the customer backup file to the new permanent database created in step 2.

4. Create a temporary UDL pointing to the temporary database.

5. Create a permanent UDL pointing to the permanent database.

6. Create a permanent DSN pointing to the temporary UDL.

7. Run the Hyperion Planning Create Application task with same name as the customer <appname>.

Note: If you do not know the name of the customer application and are using SQL Server for your relational database management system (RDBMS), look at the list of tables for the restored database. There is a table named Hsp_<appname>_RoleAccess where appname is the name of the customer’s application.

Troubleshooting

14


8. If your testing requires that users be brought over, you need to add users to your Temporary Planning application (from your own domain). You can add the same number as the customer or fewer. If you add fewer, the excess users will be displayed in Planning as “Account Unknown”, but they will retain the security set by the customer.

Note: If you do not know the total number of users in the customer application and are using SQL Server for your RDBMS, look at the list of tables for the restored database. Open the HSP_USERS table and count the number of non-admin users (or count them all and subtract 1).

9. Run HPRestore using permanent DSN and permanent UDL.

10. At the prompts, choose the permanent datasource (Step 6 above) and permanent UDL (Step 5 above.)

11. When you get the message “Done!”, click OK

12. Log on to the restored application through Hyperion Planning using the machine's NT username and password.

13. To create the databases in Essbase, open the application in Hyperion Planning, go into Manage Application > Manage Database and click Create.

Unable to Find Properties File

Scenario

When you try to connect to Hyperion Planning through the Web, you may receive the error: “An exception was reported: Unable to find properties file: HspJSHome.properties.”

Solution

➤ To run the HspSetupSupport.exe file:

1. From Microsoft Windows Explorer go into Hyperion Planning\Utils directory (default: <drive>\Program Files\Hyperion Solutions\Hyperion Planning\Utils) and run HspSetupSupport.exe.

2. Create\modify the HspJSHome.properties located in <drive>:/Program Files/Hyperion Solutions/Hyperion Planning/web/web-inf/lib.

3. Stop and Start JRun default server or the Hyperion Planning server.

290 ■

Troubleshooting


Error: "database locked by another administrator"

Scenario

Occasionally, Hyperion Planning applications may become locked. This can be caused by events such as abnormally exiting the application and Hyperion Planning.

Solution

For information on how to unlock an application, see “Unlocking Applications” on page 63.


Glo

ssary

Glossary

account. A dimension that represents an accounting container that identifies the location and primary nature of the data.

account type. The definition of how an account’s value flows over time, as well as its sign behavior. Account type options are expense, revenue, asset, liability, or equity. An additional account type option factor is used for calculation purposes. Expense examples: payroll expenses, salaries, office supplies, legal expenses, and rent. Revenue examples: sales, interest income, and other income. Asset examples: cash, accounts receivable, fixed assets, and accumulated depreciation. Liability examples: accounts payable, accrued expenses, and long-term debt. Equity examples: common stock, preferred stock, additional paid-in-capital, and retained earnings.

active window. A window with a highlighted title bar or border distinguishing it from other visible windows. A user can perform actions only within an active window. Only one window can be active at any given time.

activity-level authorization. Defines user access to application components and the types of activities they can perform on the application component. Activity-level authorization controls whether a given user may perform a certain action in an application and is independent of the data that will be operated on by the action. Data access is controlled by data-level authorization.

adapter. The fundamental elements in a Hyperion Application Link adapter process. Each adapter represents a set of specialized instructions.

add-in file. A small file you load within a larger software program that enhances the functions and capabilities of the larger program. Hyperion Planning Spreadsheet Add-in is an add-in file you load within Microsoft Excel.

aggregate function. An operation that summarizes or performs analysis on data. Sum, calculation of an average, and identification of a maximum value are examples of aggregate functions.

292 ■

Glossary


alias. An alternative name for a dimension, member, or description.

alias table. A database table that stores aliases for the dimensions or members.

ancestor. A branch member that has members below it. For example, in a dimension that includes years, quarters, and months, the members Qtr2 and 2001 are ancestors of the member April.

application. A related set of dimensions, dimension members, and plan types associated with a database that are used to meet a specific set of analytical and/or reporting requirements.

application currency. The default reporting currency for the application.

application log. A record of user actions performed on an application.

application server. A middle-tier server that is used to deploy and run Web-based application processes.

asset account. An account type that stores values that represent the assets of a company.

asymmetric rows or columns. A form design characterized by groups of members that differ by at least one member across the groups. There can be a difference in the number of members or the names of members under each heading in the form. For example, a form could have three members (Product A, B, and C) grouped under “East” and two members (Product D and E) grouped under “West.”

attribute. A classification of a member in a dimension. You can select and group members based on their associated attributes. You can also specify an attribute when you perform calculations and use calculation functions. For example, a Product dimension can have several attributes, such as Size and Flavor. A specific member of the Product dimension can have the Size attribute, 8, and the Flavor attribute, Cola.

authentication. Verification of identity as a security measure. Authentication is typically based on a user ID and password. Passwords and digital signatures are forms of authentication.

authentication server. The authentication server provides authentication and server-level authorization services. It is a middle-tier server responsible for authenticating users as they log on to the Hyperion Analytic Framework. When the user attempts to access the Hyperion Desktop, the client obtains the user’s user name and password through a logon dialog.

balance account. An account type that stores unsigned values that relate to a particular point in time.

Glossary


base currency. The currency in which daily business transactions are performed.

base entity. An entity at the bottom of the organization structure that does not own other entities.

broadcast message. A simple text message sent by an administrator to a user who is logged on to a Hyperion Planning application. The message displays information to the user such as system availability, notification of application refresh, or application backups.

budget administrator. A person responsible for setting up, configuring, maintaining, and controlling an application. Has all application privileges and data access rights.

business rules. Logical expressions or formulas that are created within an application to produce a desired set of resulting values.

calculated data field. A calculated data field is a field that holds a data value resulting from a formula or arithmetic calculation as opposed to being retrieved as a stored data value from a database.

calculation script. A set of commands that define how a database is consolidated or aggregated. A calculation script may also contain commands that specify allocation and other calculation rules separate from the consolidation process.

calendar. User-defined time periods and their relationship to each other. Q1, Q2, Q3, and Q4 comprise a calendar or fiscal year.

cell. A unit of data representing the intersection of dimensions in a multidimensional database; the intersection of a row and a column in a worksheet.

child. A member that has a parent above it in the database outline.

column. A vertical display of information in a grid or table. A column can contain data from a single field, derived data from a calculation, or textual information. The terms column and field are sometimes used interchangeably. Contrast with row.

cube. A block of data that contains three or more dimensions. Multidimensional cubes are better suited for complex data analyses than for relational databases because relational databases are limited to two dimensions. A Hyperion Essbase database consists of miniature cubes that make up a larger cube, or hypercube.

currency. The monetary unit of measure associated with a balance or transaction.

294 ■

Glossary


currency code. A three-character ISO (International Standards Organization) code used to identify a country’s currency. US dollars = USD, British pound sterling = GPB, Japanese Yen = YEN

currency conversion. A process that converts currency values in a database from one currency into another currency. For example, to convert one US dollar into the euro, the exchange rate of 0.923702 is multiplied with the dollar (1* 0.923702). After conversion, the euro amount is .92.

custom dimension. A dimension created and defined by users. For example, channel, product, department, project, or region could be custom dimensions.

custom property. A property of a dimension or a dimension member that is created by a user.

data. The values (monetary or non-monetary) associated with the query intersection.

data entry form. A grid display that allows users to enter data into the database from a Web browser. Certain dimension member values are fixed, giving users a specific view into the data.

data source. A storage area containing data that is available to the user. A data source may be a multidimensional database, a relational database, or a file.

data type. Defines the kind of data associated with an account member: currency, non-currency, or percentage.

default. A pre-loaded response to a request for data and the accepted value if no data is entered.

dense dimension. A dimension likely to contain data for every combination of dimension members. For example, a time dimension is typically a dense dimension because it contains all combinations of all members. Contrast with sparse dimension.

dependent entity. An entity that is owned by another entity in the organization.

descendant. Any member below a parent in the database outline. For example, in a dimension that includes years, quarters, and months, the members Qtr2 and April are descendants of the member Year.

destination currency. The currency to which the balances will be converted. You enter exchange rates and convert from the source currency to the destination currency. For example, when you convert from euros to USD, the destination currency is USD.

Glossary


dimension. A data category that is used to organize business data for retrieval and preservation of values. Each dimension usually contains a hierarchy of related members grouped within it. For example, a Year dimension often includes members for each time period, such as quarters and months. Other common business dimensions may be measures, natural accounts, products, and markets.

direct rate. A currency rate that you enter directly in the exchange rate table. The direct rate is used for currency conversion. For example, assume you want to convert balances from GBP to USD. In the exchange rate table, you enter a rate for the period/scenario where the source currency is GBP and the destination currency is USD.

drill down. The process of retrieving progressively detailed data relative to a selected dimension by expanding a parent member to reveal its children. The expansion can reveal hierarchical relationships, such as those between a parent entity and its child entity, a parent account and a child account, and a summary time period and a base time period. For example, drilling down can reveal the hierarchical relationships between year and quarters or between quarter and months.

entity. A dimension representing organizational units, which can be divisions, subsidiaries, plants, regions, products, or any other financial reporting unit.

Essbase OLAP Server. A Hyperion server that locates and accesses multidimensional data.

exchange rate. A numeric value used to convert one currency to another. For example, to convert $1 into Euros, the exchange rate of 0.8936 is multiplied with the dollar. The Euro equivalent of $1 is 0.8936.

exchange rate type. An identifier associated with an exchange rate. Different rate types are used because there may be more than one rate for a period and year. Users traditionally define a rate at period end for the average rate of the period and also a rate for the end of the period. Additional rate types are historical rates, budget rates, forecast rates, and so on. All of these exchange rate types apply to the same point in time.

expense account. An account type that stores periodic and year-to-date values that decrease net worth if the value is positive.

file delimiter. One or more characters, such as a comma (,), separating fields in a data source.

frame. An area of the desktop where information is displayed to the user. There are two main areas on the desktop: the navigation frame and the workspace frame.

296 ■

Glossary


generation. A layer in a hierarchical tree structure that defines member relationships in a database. For example, Essbase orders generations incrementally from the dimension (generation 1) down to the child members.

hierarchy. A set of multidimensional relationships in an outline, often created in a tree formation. For example, parents, children, and generations represent a hierarchy.

Hyperion Application Link. A suite of application integration services that connect resource planning systems, transaction processing applications, and other data sources with Hyperion’s analytic applications.

Hyperion Business Rules. An application module for application designers who need to create, document, and maintain complex allocation processes and business rules for analytic applications throughout an organization.

Hyperion Reports. A graphical report writer that enables users to create a wide variety of financial reports for printing and online access.

input currency type. An attribute that designates the currency type of the values that are entered and stored in the applications.

interactive user. Interactive users can review and approve budgets, set up e-mail notification to other users, create Web-based data entry forms, create worksheets using the Spreadsheet Add-in, create reports using Hyperion Reports, create and launch integrations using Hyperion Application Link, create and launch business rules using Hyperion Business Rules and/or Hyperion Essbase Application Manager, enter and view data in Web data entry forms and the Spreadsheet Add-in.

iteration. A “pass” of the budget or planning cycle in which the same version of data is revised and promoted.

liability account. An account type that stores “point in time” balances that represent the liabilities of a company. Examples of liability accounts include accrued expenses, accounts payable, and long term debt.

local currency. Any input currency type. When an input currency type is not specified, the local currency is the same as the entity’s base currency.

log. A system-maintained record of transactional data resulting from actions and commands.

Glossary


log file. A system-maintained file that records transactional data resulting from actions and commands. For example, an application log file records user actions that are performed on that application; a client log file records client messages, actions, and errors.

member. A discrete component within a dimension. For example, a time dimension might include such members as Jan, Feb, and Qtr1.

metadata. The structure elements of an application that describe and hold data. Examples of metadata are dimension names, member names, properties, exchange rates, and security.

missing data (#MISSING). A marker indicating that data in the labeled location does not exist, contains no meaningful value, or was never entered or loaded. For example, missing data exists when an account contains data for a previous or a future period but not for the current period.

multidimensional database (MDDB). A method of organizing, storing, and referencing data through three or more dimensions. An individual value is the intersection of a point for a set of dimensions.

navigation frame. The left side of the desktop where you access applications and their related components. The tasks presented in the navigation frame are based upon the user’s security rights.

page axis. Enables you to set up views (pages) of selected members, to organize the data in a data entry form into smaller, logical groups. Each page on the page axis can have members selected from one dimension or from multiple dimensions. For example, you could set up one page to enter data for Radio promotions and another page to enter data for Web promotions.

parent. A member that has an aggregated branch of children below it.

planner. Planners comprise the majority of users and can enable e-mail notification for themselves, input, submit, and view data, user reports that have been created by others, run data integration routines, execute business rules, and use Hyperion Planning Spreadsheet Add-in.

planning unit. A slice of data at the intersection of a scenario, a version, and an entity. It is the basic unit for preparing, reviewing, annotating, and approving plan data.

POV (point of view). A feature that lets you work with members of dimensions that are not assigned to a row, column, or page axis. For example, you could assign the Currency dimension to the POV and select the Euro member. By selecting this POV in a data entry form, all the data in the form is displayed in Euro values.

298 ■

Glossary


precision. Number of decimal places displayed in a number.

process pad. A button bar in the top part of the workspace frame that guides users through a series of screens related to a process.

promote. The act of notifying other users that data is ready for review. Example: a user promotes a version of their budget for review to the budget analyst.

RDBMS. See relational database management system (RDBMS).

relational database. A type of database that stores data in the form of related tables. A single database can be spread across several tables, and can be viewed in many different ways. Contrast with multidimensional database (MDDB).

relational database management system (RDBMS). A database management system for accessing data in a relational database and storing data in the form of related tables. A RDBMS takes SQL statements entered by a user or contained in an application program and creates, updates, or provides access to the relational database.

report. A layout that dynamically identifies the content and formatting of a report. Reports become populated with data when they are run.

reporting currency. The currency in which an enterprise prepares its financial statements. Hyperion Planning supports currency conversions from local currencies to one or more reporting currencies. The converted reporting currency values are stored.

row. A horizontal display of information in a grid or table. A row can contain data from a single field, derived data from a calculation, or textual information. The words row and record are sometimes used interchangeably. Contrast with column.

saved assumptions. Planning assumptions that are created either globally or locally. The saved assumptions can be named, saved and referenced in planning methods and allocations to help drive plan and budget values.

scaling. Determines how currency values are displayed in a data entry form or report: in whole numbers, tens, hundreds, thousands, millions, and so on.

scenario. A dimension that specifies a data classification. Examples include Actuals, Budget, Forecast1, and Forecast2.

security rights. User security rights defined by the user’s data access permissions and activity-level privileges as explicitly defined for a user and as inherited from other user groups.

Glossary


shared member. A member that shares storage space with another member of the same name. The shared member has a property that designates it as shared. The use of shared members prevents duplicate calculation of members that appear more than once in an Essbase outline.

shortcut menu. A menu that is displayed when the user right-clicks a selection or a toolbar. A shortcut menu lists commands pertaining only to that screen region or selection.

sibling. A child member at the same generation as another child member and having the same immediate parent. For example, the members Florida and New York are both children of the member, East, and siblings of each other.

sparse dimension. A dimension unlikely to contain data for all combinations of dimension members. For example, product and market dimensions are sparse if not all products are sold in all markets. Contrast with dense dimension.

standard form. A spreadsheet-like grid whose format guides users in entering the necessary budget and plan data.

supporting detail. Calculations and assumptions from which the values of cells are derived. Supporting detail can include text, values, and operators that define how data aggregates.

system administrator. A person responsible for installing and initially configuring Hyperion Planning, including setting up security.

time dimension. A dimension that defines how often data is collected and updated, such as fiscal or calendar periods.

triangulation currency. A currency through which exchange rates can be derived. For example, if you set up the Euro/Dollar exchange rate and the Euro/Yen rate, the Dollar/Yen rate can be derived by using Euro as the triangulation currency.

variance. The difference between two values (for example, between a planned and actual value).

version. A possible outcome used within the context of a scenario of data. For example, Budget - Best Case and Budget - Worst Case where Budget is the scenario and Best Case and Worst Case are the versions.

workspace frame. The area on the right of the desktop that displays the window related to the task currently selected in the left navigation frame.

300 ■

Glossary



Ind

ex

Index

Numerics4-4-5 weekly pattern, 57500 error message, 2775-4-4 weekly pattern, 57

Aaccess rights

assigning to data entry forms, 253assigning to members, 192assigning to scenario and version members, 216assigning to users and groups, 123available options, 123data entry forms, 232defining for scenarios, 207deleting for members, 194deleting from scenario and version members, 217for business rules, 126importing, 117inheritance options, 124modifying for members, 193modifying for scenario and version members, 216setting for scenarios and versions, 215

access statistics, 66Account dimension, 174Account members

account types, 174adding, 177annotating, 246data type, 177defining advanced properties for, 180deleting, 183modifying, 181plan types, 174

rate type, 177refreshing, 70saved assumptions, 176

account types, 174adapter palette, 221adapter process

creating, 222running, 228

administrator user type, 107administrators

and application ownership, 30setting up multiple, 108

advanced propertiesdefining for Account members, 180defining for Entity members, 170defining for user-defined custom dimension

members, 191aggregation options, 160alias names, 129alias tables

adding, 130clearing, 131copying, 130deleting, 132renaming, 131selecting in the Web Client, 132setting for Entity members, 170

Analyzersee Hyperion Analyzer, 27

annotating accounts, 246application

databases, implications of creating, 69populating with data overview, 35set up overview, 29

application currency conversion calcscript

Index

302 ■ Hyperion Planning Administrator’s Guide

and batch refresh, 74and create database, 67

application databasesabout, 67refreshing, 70scheduling a refresh, 72

application serversregistering, 50unregistering, 50

applicationsbacking up, 61choosing, 55closing, 63copying and renaming, 89creating, 54 to 60creating additional, 60creating the calendar, 56currency conversion calcscripts, 69data source for, 55defining currencies, 58defining the calendar range, 57deleting, 61moving, 85, 288naming, 56opening, 60optimizing performance, 76overview, 53restoring, 288saving, 59setting up plan types, 59Setup Application task, 54unlocking, 63using, 60 to 63

asymmetric rows and columns, 244attribute values

assigning to members, 199defining, 198deleting, 201loading, 222modifying, 200overview, 198selecting as members on data entry forms, 244using in Hyperion Application Link, 203using in Hyperion Planning Web data entry

forms, 202attributes

defining, 196deleting, 197modifying, 197on data entry forms, 233overview, 195refreshing, 70using in Hyperion Application Link, 203using in Hyperion Planning Web data entry

forms, 202

Bbacking up an application, 288backing up databases, 70backing up system tables, 61base currency for Entity members, 168base time period

defining, 56 to 57spreading data, 56

bottom-up versions, 211and currency calculations, 71

broadcast messaging, 64BroadcastMessage.exe file, 65budget process

impact of the entity hierarchy, 262overview, 259

business rulesaccess rights, 126and Spreadsheet Add-in, 36launch upon Save, 251launching overview, 40migrating, 87overview, 35selecting members for run-time prompts, 251setup overview, 35using, 250

Ccalculation method of currency conversion, 150calendar range,defining, 57Calendar workspace frame, 56calendars

adding years to, 139changing the current period, 140changing the current year, 140creating in applications, 56

Index


creating summary time periods, 136defining roll ups, 135deleting summary time periods, 138expanding and collapsing the summary time

periods hierarchy, 139modifying summary time periods, 137setting up, 135 to 140

cascading style sheetscustomizing, 266

category nodes, 47closing applications, 63colors, customizing in the UI, 271column definitions

adding, 240changing, 241

copying an application, 89css files, customizing, 266CSS Property Name, 105cube setup overview, 32currencies

adding, 145calculating conversions, 150conversions with, 58data entry forms, 232defining in an application, 58deleting, 148modifying, 147multiple, 58setting up, 140 to 148usage representation, 145

currency conversion calc scriptsetting parameters, 68troubleshooting, 277

customizing textabout, 267in non-Latin languages, 268

customizing the UI, 265when using WebLogic and UNIX, 270

Ddata

distribution over time, 56importing, 228 to 230

data entry forms, 231access rights, 232

assigning access rights, 253attributes, 233creating, 237creating asymmetric rows and columns, 244currencies, 232designing with multiple currencies, 233layout, 238modifying, 255moving, 256 to 257page axis, 234plan types, 231point of view, 234previewing design, 253printing options, 247rows and columns, 234selecting attribute values as members, 244selecting business rules, 250selecting members, 241setting options, 246setting properties, 237setup overview, 33shared members, 233unusually large, 284versions, 233

data filesload file example, 230loading, 229

data source name (DSN), 55data type for Account members, 177databases

Essbase, 67implications of creating, 69unlocking, 290

DCOM, configuring, 105Define Basis tab, 56Define Range tab, 57dense dimensions, 157deployment scenario for Hyperion Planning, 28Desktop

overview of, 47 to 49showing/hiding components on, 48

dimensionsAccount, 174adding user-defined, 185aggregation options, 160collapsing, 162

Index


concurrent usage, 165dense, 157Entity, 165expanding, 162finding, 163hierarchies, 158in relation to their members, 157modifying user-defined, 186overview, 157restoring properties, 164saving changes to, 164sparse, 157storage options, 161user-defined, 184

distribution of data over time periods, 56domains, 94DSN (data source name), 55Dynamic Calc and Store option, 161dynamic calc members

and currency conversion calc script, 70in currency conversion calc script, 277setting, 161

Ee-mail announcements, 64e-mail notification, 263enterprise resource planning (ERP), 220Entity dimension, 165Entity members

adding, 168alias table, 169, 172, 178, 182, 185 to 186,

188 to 189and plan types, 167base currency, 168defining advanced properties, 170deleting, 173modifying, 171

error messages, 277Essbase

see Hyperion Essbase, 25Essbase.sec file, 67 to 68exchange rate tables

defining for scenarios, 206deleting, 154modifying, 154

overview of, 149setting up, 151

exchange rate types, 142exchange rates

refreshing, 70setting up, 149

Ffiscal year, setting up, 57FIX statement, troubleshooting, 277Flat File Adapter

adding, 226using, 225

flat file load file, 226Flow Diagram workspace, 221fonts, adding, 249form folders

creating, 235deleting, 236moving, 236

forms (see data entry forms), 231

Ggroups

adding, 119deleting, 121modifying, 120overview of setting up, 119

HHAL

see Hyperion Application Link, 26HBR

see Hyperion Business Rules, 26Hsp_Rates dimension, 150HspCustomMsgs_en.template file, 268HspJSHome.properties file, 46, 66, 99

adding fonts to, 249unable to find, 289

HspSetupSupport utility, 66, 99, 289HsxSysAdmin file, 62, 105Hyperion Analyzer

overview of, 27Hyperion Application Link

Index


overview of, 26using attributes and attribute values, 203using to import members, 220

Hyperion Business Rulesabout run-time prompts, 252enabling run-time prompts, 253overview of, 26security, 126

Hyperion Essbaseclosing, 51multidimensional databases, 67overview of, 25security, 124starting, 45

Hyperion Essbase Adapteradding, 224using, 224

Hyperion Planningapplication setup overview, 29budget review process overview, 41business rules set up overview, 35closing, 51cube setup overview, 32data entry form setup overview, 33deployment scenario, 28getting started, 45 to 51initializing the planning cycle overview, 38launching business rules overview, 40metadata setup overview, 30overview of, 23plan building overview, 38populating the application overview, 35post-planning activities overview, 43reporting overview, 37setting the target overview, 36Spreadsheet Add-in, 24spreadsheet worksheets overview, 34starting on the Web, 49starting the Desktop, 47usage scenario, 28 to 44user setup overview, 31using with other products, 25 to 27Web Client, 24

Hyperion Planning Adapteradding, 223loading attribute values, 222

loading shared members, 222using, 222

Hyperion Planning Home Page, customizing, 265Hyperion Planning Spreadsheet Add-in

overview of, 24worksheet overview, 34

Hyperion Planning Web Clientoverview of, 24

Hyperion Reportsmigrating data, 87overview of, 25security, 127

Iimages, customizing in the UI, 271importing users, 113ImportSecurity utility, 117ImportUsers utility, 113inheritance options

Children option, 124, 192Descendant option, 124, 192iChildren option, 124, 192iDescendant option, 124, 192Member option, 124, 192

interactive users, 108

JJava memory, allocating, 278JDBC

connection pooling, 46selecting correct driver (Oracle), 287selecting correct driver (SQL), 286

JRunsetting Java memory, 278troubleshooting server connection, 279

Llanguage in the UI, localizing, 267load file, flat file, 226localizing the UI text, 267locked application, 63logged-on users, 66logging on to Hyperion Planning Web, 49

Index


Mmember formulas,refreshing, 70member selection

on a form, 241setting for run-time prompts, 251

membersadding Account members, 177adding Entity members, 168adding user-defined custom dimension members,

187alias names, 129assigning access rights to, 192assigning attribute values to, 199collapsing, 162defining advanced properties for Account

members, 180defining advanced properties for Entity members,

170defining advanced properties for user-defined

custom dimension members, 191deleting access rights, 194deleting Account members, 183deleting Entity members, 173deleting user-defined custom dimension

members, 190expanding, 162finding, 163importing custom dimension members,

219 to 228importing overview, 220importing using Hyperion Application Link, 220modifying access rights, 193modifying Account members, 181modifying Entity members, 171modifying user-defined custom dimension

members, 189moving within the dimension hierarchy, 194of the Entity dimension, 167restoring properties, 164saving changes to, 164working with shared members, 165

memory settings for Java, 278message announcements, 64metadata setup overview, 30migrating an application, 85monthly distribution patterns, 56

moving an application, 85, 288multiple alias tables, 129multiple currencies, 58

designing forms with, 233enabling, 140loading exchange rate data, 225

Nnative2ascii program, 269navigation frame

using, ?? to 49navigation frame, using, 47NTLM authentication

about, 94configuring for, 99cross-platform configuration, 99search order, 111

number formatting, 143

Oonline guide

displaying, xviiisearching, xviii

opening large forms, 284Oracle system, troubleshooting, 287

Ppage axis, 234passwords

modifying, 122sharing, 122

PDF printing, fonts in, 249performance

optimizing in applications, 76when opening large forms, 284

period, changing in the calendar, 140plan building, overview, 38plan types

Account members, 174data entry forms, 231Entity members, 167setting up in applications, 59

planners, 109Planning

Index


see Hyperion Planning, 23planning units, 259

enabling e-mail notification, 263starting the review process, 262

point of view, 234ports, connecting, 227previewing form design, 253printing fonts, 249printing options for forms, 247process status states

customizing the actions, 272, 275customizing the color, 272 to 273customizing the states, 272 to 273

properties file, 46for LDAP, 102for MS Active Directory, 102for NTLM, 99unable to find, 289

Qquick connect port connection, 227

Rrate type for Account members, 177refresh application

scheduling, 72refresh Hyperion Essbase databases, 67refreshing data, implications of, 72refreshing databases, 70relational database

optimizing, 45Remote Method Invocation server

configuration with, 99reporting currencies, 144restoring an application, 288RMI server, configuration with, 99roll ups, defining in calendars, 135row definitions

adding, 240changing, 241

run-time promptsabout, 252enabling, 253

Russian font, adding, 249

Ssaved assumptions, 176scaling, 143scenarios

adding, 207and currency conversion calc scripts, 69assigning access rights, 216copying, 209creating, 206defining access rights, 207defining exchange rate tables, 206defining time periods, 206deleting, 209deleting access rights, 217modifying, 208modifying access rights, 216setting access rights, 215setting up, 205 to 210

scheduling an application refresh, 72scheduling messages, 64search order for finding users, 111Secfile.txt file, 118security

about, 106authentication providers, 93DCOM, 105LDAP support, 93Microsoft NTLM, 94setting up, 93 to 127setting up in Hyperion Business Rules, 126setting up in Hyperion Essbase, 124setting up in Hyperion Reports, 127

security filtersgenerating for all users, 68generating for one or more users, 116validating, 67, 71

serversregistering, 50unregistering, 50

Setup Application task, 54shared member

setting, 161shared members, 165

applying security to, 68data entry forms, 233loading, 222

Index


sparse dimensions, 157spreading data, 56Spreadsheet Add-in

and business rules, 36setting up worksheets, 34

starthbr.bat file, 253starting Hyperion Planning

on the Desktop, 47on the Web, 49

statistics on usage, 66status bar, using, 47storage options, 161strings,customizing, 267style sheets, customizing, 266summary time periods

collapsing the hierarchy, 139creating in calendars, 136deleting in calendars, 138expanding the hierarchy, 139modifying in calendars, 137

supporting detail detection cache, 66allocating memory for, 78

Ttarget versions, 211targets

setting up, 36tasks

collapsing on the navigation frame, 49expanding on the navigation frame, 49

text,customizing, 267time periods

defining for scenarios, 206toolbar, using, 49triangulation, 143

implied rates, 150troubleshooting, 277Turkish font, adding, 249

UUNIX and NTLM authentication, 98unlocking applications, 63, 290usage statistics, 66user types

administrator, 107

interactive user, 108planners, 109tasks, 110

user-defined custom dimension membersadding, 187defining advanced properties, 191deleting, 190modifying, 189

user-defined dimensionsadding, 185modifying, 186

usersabout setting up, 111adding from the Web, 112deleting, 116importing, 113modifying, 115search order, 111setup overview, 31

utilitiesfor importing security, 117for importing users, 113HspSetupSupport, 99, 289unlocking an application, 64

Vvalidate security filter size, 71versions

adding, 211and currency conversion calc scripts, 69assigning access rights, 216copying, 214data entry forms, 233deleting, 213deleting access rights, 217modifying, 212modifying access rights, 216setting access rights, 215setting up, 210 to 214setting up bottom up versions, 211setting up bottom-up versions, 71setting up target versions, 211target, and currency conversion, 71viewing, 214

Index


WWeb, starting Hyperion Planning on, 49WebSphere, setting Java memory, 278weekly distribution patterns, 56worksheet, setting up, 34

Yyears

adding to the calendar, 139changing in the calendar, 140

Index


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