206663517 Hyperion Planning Bootcamp

Hyperion Planning 9.3 May 2009

Agenda  

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     

Hyperion Planning Introduction Installing Hyperion Planning Backing up and Recovery of Hyperion applications Setting up An Application Working with Dimensions and Members Security Data Forms Workflow and Task lists Using Business rules Demo Application Test 2

Introduction 

A web-based budgeting and planning solution that drives collaborative, integrated, event-based planning processes throughout the organization for a wide range of financial and operational needs

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Key Features and Benefits 

Web Architected    

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Data Entry Reporting Process Management Server based application functionality – thin client

Benefits  

 

Zero footprint – No software to load on clients Low TCO Anytime, anywhere access Extended Enterprise Planning enabled 4

Key Features and Benefits 

Process Management   

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Tracks the status Manages the plan progress Web Enabled

Benefits  

  

Co-ordinates whole company, single and sub-sets of users Supports complex organization structures Provides clear documentation of plan status Shortens cycle time Supports organizational collaboration 5

Key Features and Benefits 

Business Rules   

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Graphical rules and planning methods builder Documentation provided Sophisticated calculations

Benefits  

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Easy to use calculation generator Greater understanding of planning methodology and corporate assumptions Distribution and use of standard methods company wide Distribution of rule building if required for local needs 6

Key Features and Benefits 

Powered by Hyperion Essbase    

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Multi-dimensional OLAP engine Analytic and calculation functions Multi-cube application support Scalable and open

Benefits  

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Common analytic platform Industry leading technology Integrates planning with custom Hyperion Essbase applications 7

Hyperion Planning - Architecture

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Hyperion Planning – Administrator Client 

Classic Application Wizard   

Create Application Delete Application Register Application

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Hyperion Planning - Workspace 

Administration     

Manage Data Forms, Dimensions, Task Lists, User Variables and Shared Services Define Alias Tables Assign Member Access Copy Data (Including Supporting Details) View Statistics and Run Administration Reports

Entering Data, Supporting Details and Annotations  Workflow 

 

Managing the Planning Process Copy Data between Versions

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Hyperion Planning – Application Tier 

The Application tier consists primarily of these servers:   

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Hyperion System 9 BI+ Financial Reporting Server Hyperion System 9 Planning Server Hyperion System 9 Shared Services Server Web Server

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Hyperion Planning – Database Tier 

The Database tier consists of a third party RBMS and Hyperion Essbase. The relational database is used primarily to store the following:     

  

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Application Framework Dimensions, Members and Properties Exchange Rates Member Access (Security Filters) Data Form Design Definitions Planning Units Annotations Supporting Details Process Management Workflow Status

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Hyperion Planning – Product Components Hyperion System 9 Planning  Hyperion Essbase Analytics  Hyperion Essbase Anaytics Administration Services  Hyperion Business Rules  Hyperion Smart View for Office  Hyperion Financial Reporting  Hyperion Shared Services 

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Installing Hyperion Planning

Hyperion Planning – Product Sequence Hyperion Shared Services  Hyperion Essbase  Hyperion Essbase Analytics Administration Services  Hyperion Reporting & Analysis Services (Core Services)  Hyperion R&A UI Services (Workspace)  Hyperion Planning  Hyperion Enterprise Performance Management (EPM) Architect 

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Installing Hyperion Shared Services Run the Installer  Configure Database  Deploy to Application Server  Check for the installation 

  

Login to http://:58080/interop/index.jsp Username – admin Password - password

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Installing Hyperion Essbase Run the Installer  Select Product Options  Register with Shared Services 

 



Username – admin Password - password

Register Essbase as Windows Service  

Username – hyperion Password - password

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Installing Hyperion Essbase AAS Run the Installer  Configure Database  Register with Shared Services 

 

Username – admin Password - password

Deploy to Shared Service  Run AAS Console  Login to AAS and then to Essbase  Move Security to Shared Services 

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Externalize Users 18

Installing Hyperion R&A (Core Services) 

Run the Installer 

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Install in Hyperion\BIPlus directory

Register with Shared Services  

Username – admin Password - password

Product Options  Configure Database  Deploy to Application Server 

  

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Workspace: 45000 Financial Reporting: 8200 Web Analysis: 16000

Install R&A Client 

Install in Hyperion\BIPlusClient directory

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Installing Hyperion R&A (UI Services) 

Run the Installer 



Install in Hyperion\BIPlus directory

Configure Web Server  

    

Web Server – IIS/Apache Financial Reporting: 8200 Web Analysis: 16000 Performance Scorecard: 18080 Planning: 8300 BPM Architect: 19091 HTTP Port  

IIS: 80 Apache: 19000

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Configure R&A: IIS Web Server 

Goto IIS Default Web Site and ensure the following virtual directories are present: 

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Go to Web Service Extensions and ensure that the following components are “allowed”: 

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InsightInstaller – Hyperion\BIPlus\Appserver\InstalledApps\workspace_static\zeroa dmin\component\Insight Jakarta – Hyperion\common\appServers\Tomcat\5.0.28\isapi workspace – Hyperion\BIPlus\AppServer\InstalledApps\workspace_static Ensure that these directories have execute permissions to “Scripts and Executables”

Active Server Pages ASP.Net v.2.x jakarta WebDAV

Ensure that “World Wide Web Publishing” service is 21 started

Installing Hyperion Planning Run the Installer  Register with Shared Services 

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Username – admin Password - password

Deploy to Shared Service  Configure Database  Deploy to Application Server 

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Configuring Hyperion Planning 

Product Instance Registration 

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Instance name: Assign a name Web tier host name: Server name/load balancer name (for multi-server environment) Server Port: 8300

Configure a data source   

For every Planning application, it creates a link to relational database and Essbase Configure Relational database Configure Essbase server details

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Configure Planning – Provision User Create a project in Shared Services for Planning  Provision the user (e.g. hyperion): 

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R&A  

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R&A Administrator R&A Global Administrator

Planning  

Application Creator Dimension Editor

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Sequence to start Hyperion Services Hyperion Open LDAP  Hyperion Shared Services  Hyperion BI+ Core Services  EPMA  Hyperion Analytic Services  Hyperion Administration Services  Hyperion BI+ Interactive Reporting Services  Hyperion BI+ Workspace  Hyperion RMI Registry  Hyperion Planning 

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Creating the Planning Application

Classic Planning Application

Create a Planning Application 

Logon to Workspace and goto Administer >Classic Application Administration -> Planning Administration 

http:///workspace/index.jsp

Click on Create Application button:  Select Data source 

   

If no data source exist then goto Hyperion Configuration Utility to create a data source) Specify the name for the application Specify the Project Name in Shared Services Specify the Instance Name (Created using Configuration Utility)

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Create a Planning Application – Cont’d 

Specify Calendar     

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Specify Currencies 

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Select Base Period Option – 12 months, Quarters or Custom Fiscal Start Year Fiscal Start month Weekly Distribution – Even, 445, 454 or 544 Total Number of Years Whether multi-currency application

Specify Plan Types – Separate Databases in Essbase  

Minimum 1 Plan Type Specify Plan Type names for upto 3 Plan Types

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Creating the Planning Application

Performance Management Planning Application

EPM SmartSpace Architecture

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Installing EPM Smartspace Install EPM SmartSpace  Configure EPM Architect 

  

Configure with Shared Services Configure database Deploy to Application Server  

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EPMA Web Tier: 19091 EPMA Data Synchronizer: 19101

Interface Datasource Configuration

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Create a Planning Application 

Create an Import Profile 

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Select Navigate -> Administer -> Dimension Library Select File -> Import -> Create Profile Name it as SampAp Select Flat File as Import Type Browse Hyperion\Planning\bin\Sampleapp\SampApp Source File.ads Click Ok and Next In the Map Dimensions section, select all dimensions in the Master View column by clicking Create dimensions for the non-mapped dimensions with the source dimension name 32 Click Next and Finish

Create a Planning Application - Cont’d 

Create a Sample Application     

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Select Navigate -> Administer -> Dimension Library Select File -> New -> Application View Enter name as SampAp and type as Planning Select SampAp application view Drag and drop all dimensions from Master view into Application view In Properties grid for SampAp:    

    

Category – Planning Valid for Plan1 Rename Plan1 to Consol Start Year – 2007 Start Month – Jan Default Currency – USD Activate all associations Performance Settings Save

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Create a Planning Application - Cont’d 

Deploy Sample Application 

  

Select Navigate -> Administer -> Application Library Select SampAp view Right Click -> Validate Right Click -> Deploy     

Instance Name Shared Services Project – Planning Data Source Name Create Outline – For new applications Refresh Outline – For existing applications

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Hyperion Products Backup & Recovery

Shared Services Backup & Recovery 

Backup:  

Backup Shared Services database \server\scripts\backup.bat 

Shared Services Application Server Files (Apache Tomcat)      

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Domain.xml Slide.properties CSS.xml WorkflowEngine.properties Scheduler.properties Manage_data.properties

Open LDAP database Configuration file  Slapd.conf

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All Open LDAP data and log files  *.dbd files  Log.* files

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For Recovery:  

Restore Shared Services database Run \server\scripts\recover.bat

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R&A Backup & Recovery 

Backup: 

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   

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Backup R&A database R&A installation directory and all sub-folders e.g. \Hyperion\BIPlus Hyperion home common directory and all sub-folders e.g. \Hyperion\common OS registry including entries made by installer If Weblogic or Websphere used then directories corresponding to those ANDALE fonts (ANDALE.ttf file) in Windows font directory VPD properties file e.g. C:\Windows

Recovery: 

Restore R&A database and all other files listed above37

Planning Backup & Recovery 

Backup:     

Backup Planning database Essbase Security File Essbase Configuration File Essbase Application backup Planning installation directory and all sub-folders e.g. \Hyperion\Planning 

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Ensure that PlanningSystemDB.properties, HBRServer.properties, Essbase.properties files are copied

OS registry including entries made by installer Entire OS folder which contains many Planning libraries e.g. C:\Windows\System32 If Weblogic or Websphere used then directories corresponding to those VPD properties file e.g. C:\Windows

Recovery: 

Restore Planning database and all other files listed above

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HBR Backup & Recovery 

Backup: 

 

Backup EAS database AnalyticAdministrationServices\storage directory AnalyticAdministrationServices\server directory       



Dao.properties Hub.properties Locale.properties OlapAdmin.properties Workflowclient.properties HBR.properties *.xml

Recovery: 

Restore EAS database and all other files listed above39

Planning Dimensions Overview

Required Dimensions 

Six required dimensions: 

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Multiple Currency applications require 2 additional dimensions:  

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Period Year Scenario Version Entity Account

Currency HSP_Rates

Total 20 dimensions are allowed

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Setting up Dimensions Setting up Currencies and Exchange Rates  Setting up Period, Scenario and Version Dimension  Setting up Entity Dimension  Setting up Account Dimension  Creating User-defined Dimensions, Attributes and Member Formulas 

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Setting up Currencies and Exchange Rates Add and Modify Currencies  Create Exchange Rate tables  Enter Exchange Rates  Generate currency conversion calculation scripts 

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Setting up Dimensions Setting up Currencies and Exchange Rates  Setting up Period, Scenario and Version Dimension  Setting up Entity Dimension  Setting up Account Dimension  Creating User-defined Dimensions, Attributes and Member Formulas 

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Setting up Currencies and Exchange Add and Modify Currencies  Create Exchange Rate Tables  Enter Exchange Rates  Generate Currency Conversion Calculation Scripts 

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Add/Modify Currencies Add and Modify Currencies using Dimension editor  Select currencies from a pre-defined list or create your own  Each currency has a 3-letter code 

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Create Exchange Rate Tables 

3 types of rates associated with a member: 

 



Historical Average Ending

Select Reporting and Triangulation Currencies

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Time Periods 

The Year and Period represents time. You can:     

Add Years Create new summary time periods or change the name of summary time periods Add or change the aliases Add upto 100 years or 500 time periods to an application You cannot reduce the number of years or change the base time periods

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Scenarios 

You can define the following properties: 

  

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Valid start and end Year and Periods Exchange Rate table Include Beginning Balance Enable for Process Management Access Rights

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Version Version provide process flexibility by providing iterative planning cycles  Versions are independent of scenarios  There are 2 version types: 

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



Bottom-up Target

Notes: 

 

Workflow tasks are not allowed for Target versions Children of Target version must be #MI for data input to be allowed at the top/upper level Target members must be set to Store (Dynamic Calc 50 overrides data input with sum of children

Entities 

  

Entities allow you to model the flow of budget information through the organization You can create an entity for each group or responsibility centre that submits plan for approval You can assign Plan Types to Entities Entities can have a base currency:  

If base currency is defined, application default currency is used The base currency can be overwritten during data entry or data loads

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Accounts 

You can assign Plan Types to Accounts 





If more than one Plan Type is assigned to an Account, designate a source Plan Type Other Plan Types pull their values from the source Plan Type

Use aggregation options to define calculations in the account hierarchy

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Account Types

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User defined dimensions You can add upto 14 user defined custom dimensions  User defined dimensions differ from Accounts and Entity in that you can assign valid Plan Types at dimension level itself 



You do not assign Plan Types to individual members

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Changing Other Properties UDA (User defined Attributes)  Formula 

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Security

Security Overview Determine user privileges  Assign access rights to application elements 

 

 



Dimension members – Scenario, Version, Accounts, Entity, Custom defined dimensions Data Forms Task list Business Rules

Create security filters

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User Authentication Need a valid username and password  Can be external or internal 

  





Open LDAP (Native) LDAP MSAD NTLM

Users and groups must exist in the authentication directory before they can be granted access in Hyperion

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Task Security Specify the tasks that users and groups are authorized to perform  Assign roles to users to implement task security  Tasks for which users are not authorized are either removed from the menu or are not selectable 

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Data Forms and Folders Overview 

Data Forms: 

 



Each data form is associated with a Plan Type You assign access to Data Forms Data Forms with Target version enable entry into parent members

Folders:    

You can move folders within the hierarchy You cannot assign access rights to folders You cannot delete a folder unless it is empty You cannot move or delete top level folder called Forms 60

User Types and Rights

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Access Options 

Dimension Member and Data Form access: 

 



Read Write None

Task List:    

Assign Manage Manage and Assign None

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Designing Data Forms

Data Form Contents Data Form Properties  Row, Column layout  Page and Point of View (POV) layout  Display Options  Business Rules  Access Rights  Substitution Variables  User Variables 

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Managing Planning Process

Process Management Overview

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Reviewer Actions

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Impact of Entity Hierarchy on Review Process

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Migrating Planning Application

Migrating Planning Application 

Migrate Shared Services  

Backup the source SS repository and restore it in target environment Use SS Import/Export command line utility 



\common\utilities\cssImportExportUtility

Migrate Planning application 

Backup source environment  





Source Planning repository Export business rules, calc scripts and outline using EAS Export data into files

Create a shell relational database in the target environment 70

Migrating Planning Application – Cont’d 

Migrate Planning application   



 

Create a target Planning application with the same name as in source Import relational database in target If the application owner is different in target, update the SIDs in target environment with application owner (user SIDs are in HSP_USERS table and user names are in HSP_OBJECT table) Restore calc scripts in target environment Restart SS, Essbase, Administration and Planning services in target environment Register/Re-register the application in target 71 environment

Migrating Planning Application – Cont’d 

Migrate Planning application       

Perform cube create to create Planning outline in Essbase Logon to EAS, import Essbase data and HBR XML files Assign Access to users Run \Planning\bin\ProvisionUsers.cmd Perform Create database in Planning Import Essbase data Refresh Security Filters

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