Use Only: Oracle Hyperion Planning 11.1.1: Installation and Configuration

Oracle Hyperion Planning 11.1.
1:
Installation and Configuration
Activity Guide
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Table of Contents 0
Exercises
Lesson 1: Introduction to Planning
Lesson 2: Planning the Installation

Exercise 2.1 Creating Oracle Tablespaces and Users . . . . . . . . . . . . . . . . . . . . . . . . . 3
Lesson 3: Installing Foundation Services

Exercise 3.1 Installing Shared Services and Workspace . . . . . . . . . . . . . . . . . . . . . . . 4
Exercise 3.2 Setting Services to Start Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Lesson 4: Installing Essbase Services

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Exercise 4.1 Installing Essbase Server, Essbase Client, Administration Services,
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Provider Services and Essbase Studio . . . . . . . . . . . . . . . . . . . . . . . . . . 5
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Lesson 5: Installing Planning and Performance Management Architect
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Exercise 5.1
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Installing Planning, Performance Management Architect, Calculation
Exercise 5.2 r a
Manager, and Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Configuring the Internet Information Server . . . . . . . . . . . . . . . . . . . . . . . 6
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Lesson 6: & On
Installing Reporting Tools
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Exercise 6.1
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Installing AFPL Ghostscript 8.5.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Exercise 6.2
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Installing Financial Reporting and Web Analysis . . . . . . . . . . . . . . . . . . . 7
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Lesson 7:
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Configuring Shared Services
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Exercise 7.1
Exercise 7.2
Running EPM System Configurator for Shared Services. . . . . . . . . . . . . 8
Starting Shared Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
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Exercise 7.3 Configuring User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
OExercise 7.4 Synchronizing Shared Services with MSAD . . . . . . . . . . . . . . . . . . . . . 10

Table of Contents
Exercise 7.5 Provisioning the Planning Administrator . . . . . . . . . . . . . . . . . . . . . . . . 10

Exercise 7.6 Creating an Application Management Group . . . . . . . . . . . . . . . . . . . . . 11
Lesson 8: Configuring Essbase Services

Exercise 8.1 Running the EPM System Configurator for Common Settings and
Essbase Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Exercise 8.2 Setting Services to Start Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Exercise 8.3 Externalizing Administration Server Users. . . . . . . . . . . . . . . . . . . . . . . 13
Exercise 8.4 Provisioning Users for Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Exercise 8.5 Adding Essbase Servers and Externalizing Users. . . . . . . . . . . . . . . . . 15
Exercise 8.6 Refreshing Essbase Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Exercise 8.7 Provisioning Essbase Server Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Exercise 8.8 Updating the Essbase Server View . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Lesson 9: Configuring Planning

Exercise 9.1 Running EPM System Configurator for Common Settings and
Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Exercise 9.2
Exercise 9.3
Running EPM System Configurator for Calculation Manager . . . . . . . . 19
Running EPM System Configurator for Planning . . . . . . . . . . . . . . . . . . 20
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Exercise 9.4
Exercise 9.5
Provisioning Users for Performance Management Architect . . . . . . . . . 21
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Managing Planning Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Exercise 9.6 a
Setting Services to Start Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
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Lesson 10: Configuring Reporting Tools
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Exercise 10.1 Running EPM System Configurator for Financial Reporting and Web
Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
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Lesson 11: Configuring Workspace

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Exercise 11.1 Running EPM System Configurator to configure Workspace. . . . . . . . . 24
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Exercise 11.3 Provisioning Users for Performance Management Architect . . . . . . . . . 25
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Lesson 12: Verifying the Planning Installation
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Exercise 12.1 Starting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Exercise 12.2 Creating the Sample Application in Planning . . . . . . . . . . . . . . . . . . . . . 28
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iv Planning 11.1.1: Installation and Configuration
Table of Contents
To log on to Workspace: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
To create a Planning data source: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
To create the sample application: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
To initialize the sample application: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
To display forms created in the sample application: . . . . . . . . . . . . . . . . . . . . . . . 29
Exercise 12.3 Loading Data into the Sample Application . . . . . . . . . . . . . . . . . . . . . . . 30
Lesson 13: Accessing Reporting and Analysis
Lesson 14: Performing System Maintenance and Upgrades

Exercise 14.1 Moving Classic applications to Performance Management Architect . . 32
Exercise Solutions
Lesson 1: Introduction to Planning
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Lesson 2: Planning the Installation
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Solution 2.1
Solution 2.2 c a
Powering Up Virtual Machines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Creating Oracle Tablespaces and Users . . . . . . . . . . . . . . . . . . . . . . . . 35
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Lesson 3: l
Installing Foundation Services
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Solution 3.1
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Installing Shared Services and Workspace . . . . . . . . . . . . . . . . . . . . . . 37
Solution 3.2
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Lesson 4:
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Installing Essbase Services
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Solution 4.1
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Installing Essbase Server, Essbase Client, Administration Services,
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Provider Services and Essbase Studio . . . . . . . . . . . . . . . . . . . . . . . . . 39
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Lesson 5: I n
Installing Planning and Performance Management Architect
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Solution 5.1l e Installing Planning, Performance Management Architect, Calculation
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Solution 5.2
Manager, and Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Configuring the Internet Information Server . . . . . . . . . . . . . . . . . . . . . . 41
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Planning 11.1.1: Installation and Configuration v
Table of Contents
Lesson 6: Installing Reporting Tools

Solution 6.1 Installing AFPL Ghostscript 8.5.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Solution 6.2 Installing Financial Reporting and Web Analysis . . . . . . . . . . . . . . . . . . 42
Lesson 7: Configuring Shared Services

Solution 7.1 Running EPM System Configurator for Shared Services. . . . . . . . . . . . 44
Solution 7.2 Setting Shared Services to Start Manually. . . . . . . . . . . . . . . . . . . . . . . 45
Solution 7.3 Configuring User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Solution 7.4 Synchronizing Shared Services with MSAD . . . . . . . . . . . . . . . . . . . . . 47
Solution 7.5 Provisioning the Planning Administrator . . . . . . . . . . . . . . . . . . . . . . . . 47
Solution 7.6 Creating an Application Management Group . . . . . . . . . . . . . . . . . . . . . 48
Lesson 8: Configuring Essbase Services

Solution 8.1 Running the EPM System Configurator for Common Settings and
Essbase Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Solution 8.2 Setting Services to Start Manually . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Solution 8.3
Solution 8.4
Externalizing Administration Server Users. . . . . . . . . . . . . . . . . . . . . . . 51
Provisioning Users for Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
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Solution 8.5
Solution 8.6
Adding Essbase Servers and Externalizing Users. . . . . . . . . . . . . . . . . 53
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Refreshing Essbase Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Solution 8.7
Solution 8.8 c a
Provisioning Essbase Server Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Updating the Essbase Server View . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
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Lesson 9: Configuring Planning
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Solution 9.1
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Running EPM System Configurator for Common Settings and
Solution 9.2 O ly
Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Running EPM System Configurator for Calculation Manager . . . . . . . . 58
Solution 9.3
& On
Running EPM System Configurator for Planning . . . . . . . . . . . . . . . . . . 59
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Solution 9.4
Solution 9.5
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Provisioning Users for Performance Management Architect . . . . . . . . . 60
Managing Planning Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Solution 9.6
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Lesson 10: Configuring Reporting Tools
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Solution 10.1 Running EPM System Configurator for Financial Reporting and Web
r a Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
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vi Planning 11.1.1: Installation and Configuration
Table of Contents
Lesson 11: Configuring Workspace

Solution 11.1 Running EPM System Configurator to configure Workspace. . . . . . . . . 65
Solution 11.3 Provisioning Users for Reporting and Analysis . . . . . . . . . . . . . . . . . . . 67
Lesson 12: Verifying the Planning Installation

Solution 12.1 Starting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Solution 12.2 Creating the Sample Application in Planning . . . . . . . . . . . . . . . . . . . . . 70
To log on to Workspace: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
To create a Planning data source: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
To create the sample application: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
To initialize the sample application: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
To display forms created in the sample application: . . . . . . . . . . . . . . . . . . . . . . . 72
Solution 12.3 Loading Data into the Sample Application . . . . . . . . . . . . . . . . . . . . . . . 72
Lesson 13: Accessing Reporting and Analysis
Lesson 14: Performing System Maintenance and Upgrades m y

Solution 14.1 Moving Classic applications to Performance Management Architect . . 75 d e
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Planning 11.1.1: Installation and Configuration vii
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viii Planning 11.1.1: Installation and Configuration
Exercises
Overview
This section contains hands-on exercises that you will be working on
throughout this course. Exercises are grouped by lesson.
Your instructor may choose to demonstrate some exercises. Therefore,
you may not be required to complete all exercises. It is, however, important
that you complete all exercises as requested by the instructor, as many
exercises build upon one another in the course.
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Lesson 1 Introduction to Planning
Exercises
There are no learning activities for this lesson.
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2 Planning 11.1.1: Installation and Configuration
Lesson 2 Planning the Installation
Exercises
Exercise 2.1 Creating Oracle Tablespaces and Users

In this exercise, you run the create_db_users.sql script to create Oracle tablespaces and
users in HypDB.
In SQL Developer, connect to the hyperion instance of the Oracle database. Open the
create_db_users.sql script from Cf on hypapp (H:). On your keyboard, press F5 to run the
script.
When the status bar displays the Script Finished message, close SQL Developer.
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Planning 11.1.1: Installation and Configuration 3
Lesson 3 Installing Foundation Services
Exercises
Exercise 3.1 Installing Shared Services and Workspace

In this exercise, you install Shared Services and Workspace on the HypDB machine.
On the HypDB desktop, open the CF\Install folder. Double-click InstallTool.cmd.
On the Welcome panel, verify that your system meets the installer requirements, and
click Next. On the Destination panel, accept the default for Hyperion Home, and click
Next. On the Installation Type panel, select New Installation > Choose components individually,
and click Next.
On the Product Selection panel, deselect all options except Foundation and the following
components and click Next.
Shared Services
Workspace
On the Confirmation panel, review the components to be installed, and click Next. On the
Summary panel, click Finish to close the installer.
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Exercise 3.2 Setting Services to Start Manually
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In this exercise, you configure services to start manually.
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Start Windows Services and locate the Hyperion Foundation OpenLDAP service. Right-click
Hyperion Foundation OpenLDAP and select Properties. Set the startup type to Manual and
click OK.
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Lesson 4 Installing Essbase Services
Exercises
Exercise 4.1 Installing Essbase Server, Essbase Client,

Administration Services, Provider Services and
Essbase Studio
In this exercise, you install Essbase Services on the HypBI server.
On the HypBI desktop, start the InstallTool.cmd from the CF\Install desktop folder. Select to
install individual components selecting only the following:
Essbase Client 32-bit
Essbase Administration Services Client
Essbase Studio Client
Essbase Administration Services 32-bit Web Application
Provider Services 32-bit Web Application
Essbase Studio Server
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Essbase Services Server 32-bit
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Lesson 5 Installing Planning and Performance Management Architect
Exercises
Lesson 5 Installing Planning and Performance

Management Architect
Exercise 5.1 Installing Planning, Performance Management

Architect, Calculation Manager, and Smart View
In this exercise, you install Performance Management Architect and Calculation
Manager on the HypApp server.
On the HypApp desktop, start the InstallTool.cmd and install the following components:
Foundation > Performance Management Architect
Foundation > Calculation Manager
Planning
Essbase > Smart View with Visual Explorer Client
Exercise 5.2 Configuring the Internet Information Server

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In this exercise, you enable the required ASP.Net components required by Performance
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Management Architect.
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From the HypApp server, start Internet Information Services (IIS) Manager.
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In the left pane, expand HYPAPP > Websites. Right-click Default Website and select
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Properties. Select the ASP.NET tab. Verify that the ASP.NET version is set to 2.0.050727.
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Click OK.
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In the left pane, select Web Server Extensions. Verify that the following extensions are set
to Allowed: O ly
Active Server Pages
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ASP.NET v2.0.050727
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Close IIS.
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Lesson 6 Installing Reporting Tools
Exercises
Exercise 6.1 Installing AFPL Ghostscript 8.5.1

In this exercise you install a PDF generator on the HypBI server.
On the HypBI desktop, open the CF\Third-Party folder. Double-click gs851w32.exe to start
the Ghostscript installer.
Click Setup. Accept the defaults and click Install.
When the installation completes, the Ghostscript shortcut folder is displayed. Close the
Ghostscript shortcut folder.
Exercise 6.2 Installing Financial Reporting and Web Analysis

In this exercise, you install Financial Reporting and Web Analysis on the HypBI server.
Install the following components:
Financial Reporting
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Web Analysis
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Lesson 7 Configuring Shared Services
Exercises
Exercise 7.1 Running EPM System Configurator for Shared

Services
In this exercise, you use EPM System Configurator to configure Shared Services on the
HypDB server.
On the HypDB server, select Start > Programs > Oracle EPM System > Foundation Services >
EPM System Configurator.
When selecting tasks, ensure that you deselect Workspace and configure common settings
and Shared Services.
On the Configure database panel, select Perform 1st-time configuration of Shared Services
database and enter the following property values:.
Property Value
Database Type Oracle
Server HypDB
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Port
Service Name or SID
1521
hyperion
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Username HSS
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Password hyperion
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On the EPM System common settings panel, verify that Create Windows Services for
configured components is selected.
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On the Application server deployment panel, verify that Embedded Java Container -
Automatic is selected.
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On the Application Server Deployment Embedded Java Container page, accept all
defaults.
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Confirm the configuration tasks to complete and click Next to continue with the
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configuration. When configuration finishes, the status of each task is displayed.
Click Finish to close EPM System Configurator.
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Exercises
Exercise 7.2 Starting Shared Services

Start Windows Services and locate the following services:
Hyperion Foundation Shared Services - Web Application
Hyperion Foundation OpenLDAP
Verify that both services have started and then set them to start Manually.
Exercise 7.3 Configuring User Directories

In this exercise, you configure Shared Services for Microsoft Active Directory.
On the HypDB server, select Start > Programs > Oracle EPM System > Foundation Services >
Shared Services Console. Log on with user name admin and password password.
In the Application Management pane, expand Shared Services:localhost:28080. Right-click
User Directories and select Configure User Directory.
click Next.
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On the Provider Configuration tab, click Add. Select Microsoft Active Directory (MSAD), and
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On the MSAD Connection Information page, enter the following property values, leaving
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any unspecified properties at their default values, and click Next:
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Property Value
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Name (required)
Host Name
MSAD
Selected
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Host Name HypDB
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(required)
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Port (required)
Base DN
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Click Fetch DNs
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DC=hypclass,DC=local
Trusted
t e r s
Selected
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User DN
I n cn=System
Administrator,ou=Administrators,ou=HypClass
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Append Base DN
Organization
Selected
O ra Password hyperion

Exercises
In the Search Filter box, type cn=System Administrator and click Auto Configure. Accept the
default values, and click Finish.
Click OK and Verify that the MSAD directory search order is set to 2. Click OK.
Select File > Logoff and click Yes to log off of Shared Services console. Close your browser
windows.
Exercise 7.4 Synchronizing Shared Services with MSAD

Start Windows Services and locate the following services:
Restart the Hyperion Foundation OpenLDAP service. When prompted to restart Hyperion
Foundation Shared Services - Web Application, click Yes. Close the Services window.
Login to the Shared Services console with the user name admin and the password
password.
In the Provisioning pane, select User Directories > MSAD > Users. Click Search. A list of
Active Directory users is displayed.
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Exercise 7.5 Provisioning the Planning Administrator
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In this exercise, you provision the plnadmin account with global administrator roles in
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Shared Services.
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In the Application Management pane, expand Shared Services:localhost:28080 > User
Directories > MSAD > Users. In the right pane, click Search to display all users.
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Right-click plnadmin and select Provision. Expand Foundation > Shared Services.
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Select the following available roles and click the Add button to move them to the selected
roles list:
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Administrator
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Dimension Editor
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Application Creator
Calculation Manager Administrator
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Save, review the Provision Summary, and click OK.
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Exercises
Log off Shared Services.
Exercise 7.6 Creating an Application Management Group

In this exercise, you create the Planning application management group in Shared
Services.
Start Shared Services Console and log on as plnadmin with hyperion as the password.
In the Application Management pane, expand Shared Services:localhost:28080. Right-click
Application Groups, and click New.
1. Enter Planning as the name and Planning Applications as the description. Click Finish
and click OK.
In the Application Management pane, expand Application Groups.
Select File > Exit, and click Yes.
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Lesson 8 Configuring Essbase Services
Exercises
Exercise 8.1 Running the EPM System Configurator for Common

Settings and Essbase Services
In this exercise, you use EPM System Configurator to configure common product
settings on the HypBI server.
On the HypBI server, select Start > Programs > Oracle EPM System > Foundation Services >
EPM System Configurator. Configure the following components first:
Hyperion Foundation - Common Settings
Hyperion Foundation - Configure Database
For Shared Services, connect to a previously configured database using the following
settings:
Property Value
Database Type
Server
Oracle
HypDB
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Port 1521
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Service Name or SID
Username
hyperion
HSS c a
Password hyperion
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When finished configuring common components, configure Essbase products. On the
Configure database panel, perform these actions and click Next:
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Select Perform 1st-time configuration of database.
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Enter the following property values:.
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Property
Database Type
t e r U s Value
Oracle
Server
I n HypDB
Port
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Service Name or SID
1521
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Exercises
Property Value
Username ESSBASE
Password hyperion
Continue until you complete the configuration. Click Finish.

Start Windows Services using the shortcut on the Quick Launch bar. Scroll down to
locate the following services:
Hyperion Administration Services - Web Application
Hyperion Essbase Services 11.1.1 - hypservice_1
Hyperion Provider Services - Web Application
Set the services to start manually and then close the Services window.
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Exercise 8.3 Externalizing Administration Server Users
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In this exercise, you externalize native users in the Administration server.
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Administration Services Console.
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Select Start > Programs > Oracle EPM System > Essbase > Administration Services > Start
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On the Essbase Administration Services Login dialog box, enter the following information
and click OK:
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Administration Server O ly
HYPBI
Username
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admin
Password
n a e password
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In the left pane, expand Enterprise View > Administration Servers. Right-click hypbi Connected
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and select Externalize users. On the Externalize Users dialog box, select Users and click
Next. Verify that the Shared Services server name points to HYPDB and that the server
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port is set to 28080. Click Next.
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Select the Passwords option and enter hyperion. Enter hyperion in the Confirm Password
text box, and click Next. When prompted to create the Externalize log file, click Yes.
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On the Map Users to External Providers page, select admin and click Apply. Click Next. On
the Externalize Users/Groups page, verify that Users is selected and click Start.
Review the status message to verify that user admin was migrated successfully. Click
Finish. Click Close. When prompted to save changes, click OK twice. Click Close. Exit from
Administration Services.
Exercise 8.4 Provisioning Users for Essbase

In this exercise, you provision the plnadmin account with Essbase administrator roles in
Shared Services.
Start the Shared Services Console and logon as plnadmin with hyperion as the password.
NOTE
You can access Shared Services Console from HypDB, HypApp, and HypBI
using the following URL: http://hypdb:28080/interop.
plnadmin and select Provision.

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Directories > MSAD > Users. On the right pane, click Search to display all users. Right-click
From the Available Roles list, expand and select the following roles:
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Business Rules > HYPDB > Provisioning Manager
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Business Rules > HYPDB > Administrator
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Essbase Studio Server9.5.0 Servers > Essbase Studio Server_9.5.0_HYPBI_# > Provisioning
Manager
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Essbase Studio Server9.5.0 Servers > Essbase Studio Server_9.5.0_HYPBI_# > cpAdmin
Click the Add button to move them to the selected roles list. Click Save.
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Review the Provision Summary and click OK. Log off Shared Services.
t e r U s
Start Windows Services using the shortcut on the Quick Launch bar. On the following
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services, right-click and select Stop.
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Right-click Hyperion Essbase Services 11.1.1 - hypservice_1 and select Start. Right-click
Hyperion Administration Services - Web Application and select Start. Close Windows Services.
Exercise 8.5 Adding Essbase Servers and Externalizing Users

Start Administration Services, enter the following login information, and click OK:
Administration Server HYPBI

Username plnadmin
Password hyperion
In the left pane, expand Enterprise View. Right-click Essbase Servers and select Add Essbase
Server. Deselect Use external authentication. Enter the following information and click OK:
Page Element Value

Essbase Server HYPBI
Username admin
Password password
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Confirm password password
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In the left pane, expand Essbase Servers> HYPBI > Applications > Essbase Servers > HYPBI.
Right-click Security and select Externalize users. When prompted to convert the security
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mode to Shared Services, click Yes. Enter the following conversion settings and click OK:
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Page Element Value
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Administration Server name
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HYPBI
Administration Server port
O ly
10080
Password
l & On
Selected; hyperion
Confirm password
n a e hyperion
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On the Convert to Shared Services security mode confirmation dialog box, click OK.
Select File > Exit. t U
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Exercise 8.6 Refreshing Essbase Security

Start the Administration Services Console. Enter the following login information:
Page Element Value

Username plnadmin
Password hyperion
In the left pane, expand Enterprise View > Essbase Servers > HYPBI. Right-click Security and
select Refresh security from Shared Services. Select All users and click OK. When prompted
to continue, click Yes. Click OK. Select File > Exit.
Exercise 8.7 Provisioning Essbase Server Users

Shared Services.
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Directories > MSAD > Users. On the right pane, click Search to display all users. Right-click
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plnadmin and select Provision.
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From the Available Roles list, expand and select the following roles:
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Essbase:HYBI1:# > Essbase:HYBI1:# > Provisioning Manager
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Essbase:HYBI1:# > Essbase:HYBI1:# > Administrator
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Essbase:HYBI1:# > Demo > Provisioning Manager
Essbase:HYBI1:# > Demo > Application Manager
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Essbase:HYBI1:# > Sample > Provisioning Manager
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Essbase:HYBI1:# > Sample > Application Manager
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Click the Add button to move them to the selected roles list. Click Save.
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Exercise 8.8 Updating the Essbase Server View

Start Administration Services, enter the following login information, and click OK:

Username plnadmin
Password hyperion
In the left pane, expand Enterprise View > Essbase Servers. Right-click HYPBI and select
Remove Essbase Server. Right-click Essbase Servers and select Add Essbase Server. Enter the
following information and click OK:
Page Element Value

Username plnadmin
Use external authentication Selected
In the left pane, expand Essbase Servers> HYPBI > Applications. View the Essbase sample
applications.
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Lesson 9 Configuring Planning
Exercises
Exercise 9.1 Running EPM System Configurator for Common

Settings and Performance Management Architect
In this exercise, you use EPM System Configurator to configure Performance
Management Architect on the HypApp server.
On the HypApp server, start the EPM System Configurator.
Configure the following options:
On the Configure database panel, perform these actions and click Next:
Select Connect to a previously configured Shared Services database
Enter the following property values:
Property Value
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Server
Port
HypDB
1521 c a
Service Name or SID hyperion
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Username HSS
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Password
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hyperion
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When finished configuring common settings, Return to the task panel.
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On the Task Panel, deselect all options except for Hyperion Foundation - Performance
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Management Architect and the following options:
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Configure Database
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Deploy to Application Server
On the Configure database panel, perform the following actions and click Next:
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Enter the following information:
Property Value
Server HypDB
Port 1521
Username EPMA
Password hyperion
Automatic is selected, and click Next. On the Application Server Deployment Embedded
Java Container page, accept all defaults and click Next.
Confirm the configuration tasks to complete, and click Next. Click Task Panel.
Exercise 9.2 Running EPM System Configurator for Calculation

Manager
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the HypApp server.
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On the Task Panel, deselect all other options except for Hyperion Foundation - Calculation
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Manager is selected, and click Next. On the Configure database panel, perform the
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following actions and click Next.
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Property
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Value
Database Type
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Server
Port
t e r U s HypDB
1521
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Username
Password
CALC
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Confirm the configuration tasks to complete, and click Next. Click Task Panel.
Exercise 9.3 Running EPM System Configurator for Planning

In this exercise, you use EPM System Configurator to configure Planning on the HypApp
server.
On the Task Panel, verify that only Planning and the following components are selected,
and click Next:
Configure Product Options
Configure Database
On the Additional licensed products panel, click Next.
On the Configure database panel, perform the following actions and click Next:
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Property
Database Type
Value
Oracle
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Server
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HypDBl
Port
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1521
Service Name or SID
O ly
hyperion
Username
l & OnPLANNING
Password
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Confirm the configuration tasks to complete, and click Next. Click Finish.
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Exercise 9.4 Provisioning Users for Performance Management

Architect
NOTE
Provision plnadmin with the Foundation > EPM Architect HYPAPP > Provisioning Manager.. role.
NOTE
Perfomance Management Architect and Calculation Manager roles include
Dimension Editor, Application Creator, Application Administrator, and
Calculation Manager Administrator. In Exercise Solution 7.5, the user
plnadmin is assigned with those roles
.
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Exercise 9.5 Managing Planning Clusters
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In this exercise, you configure a Planning cluster used to organize a group of Planning

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On the Task Selection panel, select Planning - Manage Planning Clusters and click Next. On
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the Planning Cluster Management panel, select Create Cluster and click Next.
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Enter the following information and click Next:
Property
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Value
Cluster Name
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Web Tier Host Name
Port
t e r U s
HYPAPP
8300
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Activate Clustern Selected
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Start Windows Services. Locate the following services, stop the services, and set them to
start Manually:
Hyperion CALC Manager - Web Application
Hyperion EPM Architect - Process Manager
Hyperion EPM Architect - Web Application
Hyperion EPM Architect Data Synchronization Web Application
Hyperion Planning - Web Application
When finished, close the Services window.
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Lesson 10 Configuring Reporting Tools
Exercises
Exercise 10.1 Running EPM System Configurator for Financial

Reporting and Web Analysis
In this exercise, you use EPM System Configurator to configure Financial Reporting and
Web Analysis on the HypBI server.
Configure the Reporting and Analysis tier with the Embedded Java Container - Automatic
application server.

Start Windows Services. Stop and set the following services to start manually:
Hyperion Financial Reporting - Java RMI Registry
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Hyperion Financial Reporting - Report Server
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Hyperion Financial Reporting - Scheduler Server
Hyperion Financial Reporting - Web application c a
Hyperion Web Analysis - Web Application
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Close the Services window.
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Lesson 11 Configuring Workspace
Exercises
Exercise 11.1 Running EPM System Configurator to configure

Workspace
In this exercise, you use EPM System Configurator to configure Workspace on the
HypDB server.
NOTE
Oracle recommends that you configure Workspace after all other installed
components have been configured.
On the HypDB server, start EPM System Configurator. Configure Workspace with the
following database options:
Select Perform 1se-time configuration of database.
Property Value
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Server
Port
HypDB
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Username
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BIPLUS l
Password
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hyperion
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On the Configure Workspace Services panel, accept the default values, and click Next.
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On the Configure Workspace Web Server panel, accept the default values, and click
Next.
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1. Start Windows Services. Stop and set the following services to start manually:
Hyperion Workspace - Agent Service
Hyperion Workspace - Web Application
Close the Services window.
Exercise 11.3 Provisioning Users for Performance Management

Architect
NOTE
Provision plnadmin with the following Hyperion System 9 BI+:hypdb.hypclass.local roles:

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Provisioning Manager
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Reporting and Analysis Administrator
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Reporting and Analysis Global Administrator
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Lesson 12 Verifying the Planning Installation
Exercises
Exercise 12.1 Starting Services

In this exercise, you stop and start the required services in the recommended startup
order.
On HyDB, start Windows Services.
On the following services, right-click and select Stop:
OracleServiceHYPERION
OracleOraDb11g_home1_TNSListener
On HypApp, start Windows Services.
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Hyperion EPM Architect - .Net JNI Bridge
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Hyperion EPM Architect - Engine Manager
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Hyperion EPM Architect - Event Manager
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Hyperion EPM Architect - Job Manager
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On HypBI, start WIndows Services.
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Exercises

Hyperion Financial Reporting - Print Server
Hyperion Financial Reporting - Web application
On HypDB, start the following services in this order:
On HypBI, start the following services in this order:
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On HypApp, start the following services in this order:
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On HypDB, start the Hyperion Workspace - Web Application service.
Minimize all instances of the Services window in all servers.
Exercise 12.2 Creating the Sample Application in Planning

In this exercise, you verify the Planning installation by creating a sample classic
application.
To log on to Workspace:
On the HypApp server, start Internet Explorer and enter the following URL:
http://hypdb:19000/workspace. Log on as plnadmin with the password hyperion.
To create a Planning data source:

In Workspace, select Navigate > Administer > Classic Application Administration > Planning
Administratrion.
Click Manage Data Source. Click Create Data Source.
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Description. From the Select Database Platform drop-down list, select Oracle. d e
Type PLAN1 as the Data Source Name. Type Planning Application 1 as the Data Source
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In the Application Database area, enter the following information and click Validate
Database Connection:
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Server HYPDB
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Port 1521
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Database
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PLAN1
User
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PLAN1
Password
n a e
hyperion
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In the Essbase Server area, enter the following information and click Validate Essbase
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plnadmin
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Exercises
When both connections successfully establish, click Finish.
To create the sample application:

In the bottom left pane, click Create Application. From the Data Source drop-down list,
select PLAN1.
Enter PLAN1 as the Application. Enter Planning Application 1 as the Description. From the
Shared Services Project drop-down list, select Planning.
NOTE
Shared Services Projects are the same as Shared Services Application
Groups.
From the Instance drop-down list, select Planning.

NOTE
Planning Instances are the same as Planning Clusters.
Select the Sample Application checkbox and click Next.
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Verify the settings for the sample application and click Finish.
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Click the Please click here to refresh workspace Navigate > Applications menu link.
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To initialize the sample application:
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Select Navigate > Administer > Planning > PLAN 1.
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Select Edit > Sample Planning Application > Initialize Sample Application. A message confirms
when initialization is successful. Click OK.
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Select Administration > Manage Database. Select Database and click Create.
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In the Manage Database pop-up window, click Create. The Cube Refresh status is
displayed.
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When the status displays Create Complete, click Finish.
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To display forms created in the sample application:
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In the left pane, expand Forms and click a folder. From the content area, click a data form
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name. The data form is displayed. Note that there is no data loaded into the application.
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Log off Workspace and close Internet Explorer.
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Exercise 12.3 Loading Data into the Sample Application

In this exercise, you load data into the sample application.
On the HypApp server, open Windows Explorer and navigate to the following directory:
C:\Hyperion\products\Planning\bin\sampleapp. Locate the sampApp_data.zip file.
Right-click sampApp_data.zip and select Winzip > Extract to....
In the Winzip Extract window, navigate to the C:\CF\Data folder and click Extract.
In Windows Explorer, navigate to the C:\CF\Data folder. Rename the file
SampleApp_data.txt to MyData.txt.
On the HypBI server, open Windows Explorer and create a folder named temp in the C
drive.
On the desktop, open the CF\Data folder. Copy the MyData.txt file from CF\Data to the
C:\temp folder.
Start the Administration Services Console. Log on to the HYPBI Administration Server
with username plnadmin and password hyperion.
In the left pane, expand Enterprise View > Essbase Servers > HYPBI > Applications > PLAN1.
Right-click Consol and select Load data. Click Find Data File. Select the File System tab.
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MyData.txt file and click OK.
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From the Look in drop-down list, select Local Disk (C:). Double-click temp. Select the
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On the Data Load dialog box, select the Abort on Error checkbox and click OK. The Data
Load Results displays a status of Success. Click Close.
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Start Internet Explorer and log on to Workspace using plnadmin credentials. In Workspace,
select Navigate > Administer > Planning > PLAN1.
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In the left pane, expand Forms and click a folder. From the content area, click a data form
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name. The data you loaded can now be viewed in Planning. Log off Workspace and
close Internet Explorer.
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Lesson 13 Accessing Reporting and Analysis
Exercises
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Lesson 14 Performing System Maintenance and Upgrades
Exercises
Lesson 14 Performing System Maintenance and

Upgrades
Exercise 14.1 Moving Classic applications to Performance

In this exercise, you move an application that was created in Classic Administration to
Performance Management Architect.
NOTE
When you perform this action, you cannot move the application back to Classic
Application Administration.
In Workspace, select Navigate > Administer > Application Upgrade. Review the Welcome
page, and click Next.
The Application Summary page displays the applications that the user can
upgrade. This information is provided from the Shared Services server. If an
application cannot be upgraded, an explanation is provided.
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Select PLAN1 and click Next. On the Application Selection page, select PLAN1 and click
Add to move it to the Application to Upgrade list. Click Next.
Review the Upgrade Summary and click Finish to execute the upgrade. c a
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In the Job Console, click Refresh to view the status of the upgrade. A
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Select Navigate > Administer > Application Library, and confirm that the PLAN1 application is
in Performance Management Architect.
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Exercise Solutions
Overview
This section contains step-by-step solutions to successfully complete all
exercises. Solutions are grouped by lesson.
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Solution 2.1 Powering Up Virtual Machines

In this exercise, you launch the HypDB, HypApp, and HypBI virtual machines.
1. On your desktop, double-click the VMWare Server Console.
2. Select Local host and click OK.
3. Select the HypDB tab and click Start this virtual machine.
NOTE
If any of the virtual machine tabs are not displayed, select the machines from the
Inventory pane on the left of the console.
4. Select the HypBI tab and click Start this virtual machine.
5. Select the HypApp tab and click Start this virtual machine.
6. Return to the HypDB tab.
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7. When the Welcome screen displays, select VM > Send Ctrl+Alt+Del.
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8. Login as trnadmin with hyperion as the password, and press Enter.
9. Repeat steps 6 to 8 for HypApp and HypBI. c a
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Solution 2.2 c l
Creating Oracle Tablespaces and Users
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In this exercise, you run the create_db_users.sql script to create Oracle tablespaces and
users in HypDB. O ly
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1. Start Windows Services using the shortcut on the Quick Launch bar.
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2. Scroll down to locate and start the following services in this order:
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OracleServiceHYPERIONr U s
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3. Select Start > Programs > Oracle - OraDb11g_home1 > Application Development > SQL
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Developer.
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4. From the Connections pane, right-click hyperion and select Connect.
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5. Select File > Open.

6. Set the location to Cf on hypapp (H:).
7. Double-click Data.
8. Select the create_db_and_users.sql and click Open.
The Create DB and Users script is displayed.
9. Click the Run Script (F5) button.
The Select Connection dialog box is displayed.
10. From the Connection drop-down list, select hyperion and click OK.
The Results pane displays the script status messages.
11. When the status bar displays the Script Finished message, close SQL Developer.
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Solution 3.1 Installing Shared Services and Workspace

In this exercise, you install Shared Services and Workspace on the HypDB machine.
1. On the HypDB desktop, double-click the CF folder shortcut.
2. Double-click the Install folder.
3. Double-click InstallTool.cmd.
EPM System Installer starts in a separate window.
4. On the Welcome panel, verify that your system meets the installer requirements, and
click Next.
5. On the Destination panel, accept the default for Hyperion Home, and click Next.
6. On the Installation Type panel, select New Installation > Choose components individually,
and click Next.
7. On the Product Selection panel, deselect all options except Foundation and the
following components:
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Workspace
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8. Click Next.
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9. On the Confirmation panel, review the components to be installed, and click Next.
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The selected component files are copied to the HypDB server.
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10. On the Summary panel, click Finish to close the installer.
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Solution 3.2 a e
Setting Services to Start Manually
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2. Scroll down to locate the Hyperion Foundation OpenLDAP service.
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3. Right-click Hyperion Foundation OpenLDAP and select Properties.
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4. From the Startup type drop-down list, select Manual.
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5. Click Apply.
6. Click OK.
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Solution 4.1 Installing Essbase Server, Essbase Client,

Administration Services, Provider Services and
Essbase Studio
In this exercise, you install Essbase Services on the HypBI server.
1. On the HypBI desktop, double-click the CF folder shortcut.
click Next.
and click Next.

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7. On the Product Selection panel, deselect all options except for Essbase and the
following components:
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Provider Services 32-bit Web Application
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Essbase Studio Server
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8. Click Next.
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Lesson 5 Installing Planning and Performance

Solution 5.1 Installing Planning, Performance Management

Architect, Calculation Manager, and Smart View
In this exercise, you install Performance Management Architect and Calculation
Manager on the HypApp server.
1. On the HypApp desktop, double-click the CF folder shortcut.
click Next.
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and click Next.
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7. On the Product Selection panel, deselect everything except for the following
components:
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Foundation > Performance Management Architect
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Foundation > Calculation Manager
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8. Click Next.
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Essbase > Smart View with Visual Explorer Client
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Solution 5.2 Configuring the Internet Information Server

In this exercise, you enable the required ASP.Net components required by Performance
Management Architect.
1. From the HypApp server, select Start > Programs > Administrative Tools > Internet
Information Services (IIS) Manager.
2. In the left pane, expand HYPAPP > Websites.
3. Right-click Default Website and select Properties.
4. Select the ASP.NET tab.
5. Verify that the ASP.NET version is set to 2.0.050727.
6. Click OK.
7. In the left pane, select Web Server Extensions.
8. Verify that the following extensions are set to Allowed:
Active Server Pages
ASP.NET v2.0.050727
9. Close IIS.
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Solution 6.1 Installing AFPL Ghostscript 8.5.1

In this exercise you install a PDF generator on the HypBI server.
2. Open the Third-Party folder.
3. Double-click gs851w32.exe to launch the Ghostscript installer.
4. Click Setup.
5. Accept the defaults and click Install.
When the installation completes, the Ghostscript shortcut folder is displayed.
6. Close the Ghostscript shortcut folder.
Solution 6.2 Installing Financial Reporting and Web Analysis

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In this exercise, you install Financial Reporting and Web Analysis on the HypBI server.
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and click Next.
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8. Click Next.
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The selected component files are copied to the HypBI server.
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Solution 7.1 Running EPM System Configurator for Shared

Services
In this exercise, you use EPM System Configurator to configure Shared Services on the
HypDB server.
1. On the HypDB server, select Start > Programs > Oracle EPM System > Foundation Services
> EPM System Configurator.
EPM System Configurator starts in a separate window.
2. Review the Welcome panel, and click Next.
3. On the Task Selection panel, expand Foundation, deselect Workspace, and click Next.
4. On the Configure database panel, perform these actions and click Next:
Select Perform 1st-time configuration of Shared Services database.
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Property Value
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Database Type
Server
Oracle
HypDB
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Port 1521
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Username
Password
HSS
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hyperion
O ly
& On
5. On the EPM System common settings panel, verify that Create Windows Services for
l
a e
configured components is selected, and click Next.
n
t e r s
6. On the Application server deployment panel, verify that Embedded Java Container -
Automatic is selected, and click Next.
U
I n
7. On the Application Server Deployment Embedded Java Container page, accept all
defaults and click Next.
c l e
8. Confirm the configuration tasks to complete, and click Next.
r a When configuration finishes, the status of each task is displayed.
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9. Click Finish to close EPM System Configurator.
Solution 7.2 Setting Shared Services to Start Manually

2. Scroll down to locate the following services:
3. Verify that both services have started.
4. Right-click Hyperion Foundation Shared Services - Web Application and select Properties.
6. Click Apply.
7. Click OK.
m y
Solution 7.3 Configuring User Directories
d e
c a
In this exercise, you configure Shared Services for Microsoft Active Directory.
A
1. From the HypDB server, select Start > Programs > Oracle EPM System > Foundation
e
Services > Shared Services Console.
c l
r a
2. In the User Name text box, type admin.
3. In the Password text box, type password and click Log On.
O ly
l & On
The Shared Services Console is displayed.
4. In the Application Management pane, expand Shared Services:localhost:28080.
n a e
t e r
5. Right-click User Directories and select Configure User Directory.
U s
6. On the Provider Configuration tab, click Add.
I n
7. Select Microsoft Active Directory (MSAD), and click Next.
c l e
The MSAD Connection Information page is displayed.
r a
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8. Enter the following property values, leaving any unspecified properties at their default
values:
Property Value
Name (required) MSAD
Host Name Selected
Host Name HypDB
(required)
Port (required) 389
Base DN Click Fetch DNs
DC=hypclass,DC=local
Trusted Selected
User DN cn=System
Administrator,ou=Administrators,ou=HypClass
Organization
Append Base DN Selected
Password hyperion
9. Click Next.
m y
The MSAD User Configuration page is displayed.
d e
c a
10. In the Search Filter box, type cn=System Administrator and click Auto Configure.
11. Accept the default values, and click Finish.
e A
c l
The Directory Configuration Result page is displayed.
12. Click OK.
r a
O ly
MSAD is added to the Directory Name list.
& On
13. Verify that the MSAD directory search order is set to 2.
l
14. Click OK.
n a e
t e r U s
The Additional Configuration confirmation page is displayed.
I n
15. Select File > Logoff and click Yes to log off of Shared Services console.
16. Close your browser windows.
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Solution 7.4 Synchronizing Shared Services with MSAD

3. Right-click Hyperion Foundation OpenLDAP and select Restart.
4. When prompted to restart Hyperion Foundation Shared Services - Web Application, click
Yes.
The Service Control window displays the restart status.
5. Close the Services window.
6. Login to the Shared Services Console with the user name admin and the password
password.
7. In the Provisioning pane, select User Directories > MSAD > Users.
8. Click Search.
A list of Active Directory users is displayed.
m y
d e
Solution 7.5 Provisioning the Planning Administrator
c a
A
In this exercise, you provision the plnadmin account with global administrator roles in
e
Shared Services.
c l
Directories > MSAD > Users. r a
1. In the Application Management pane, expand Shared Services:localhost:28080 > User
O ly
2. In the right pane, click Search to display all users.
l & On
3. Right-click plnadmin and select Provision.
n a e
4. Expand Foundation > Shared Services.
t e r U s
5. Select the following available roles and click the Add button to move them to the
n
selected roles list:
I
c l e
Administrator
Dimension Editor
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Application Creator
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Calculation Manager Administrator

6. Click Save.
7. Review the Provision Summary and click OK.
Solution 7.6 Creating an Application Management Group

In this exercise, you create the Planning application management group in Shared
Services.
1. If not already started, start the Shared Services Console and log on as plnadmin with
hyperion as the password.
2. In the Application Management pane, expand Shared Services:localhost:28080.
3. Right-click Application Groups, and click New.
4. In the Name text box, type Planning.
5. In the Description text box, type Planning Applications.
6. Click Finish.
7. Click OK.
m y
8. In the Application Management pane, expand Application Groups.
d e
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The Planning application group is listed under Application Groups.
9. Select File > Exit, and click Yes.
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Solution 8.1 Running the EPM System Configurator for Common

Settings and Essbase Services
In this exercise, you use EPM System Configurator to configure common product
settings on the HypBI server.
1. On the HypBI server, select Start > Programs > Oracle EPM System > Foundation Services >
3. On the Task Selection panel, deselect all options except for the following options and
click Next:
m y
Select Connect to a previously configured Shared Services database.
d e
c a
Property Value
e A
c l
Server
a
HypDB
r
Port
Service Name or SID O ly
1521
hyperion
Username
l & On
HSS
Password
n a e hyperion
t e r U s
I n
l e
c
7. Click Task Panel.
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8. Deselect Reporting and Analysis and expand Essbase.

9. Verify that all Essbase product options are selected and click Next.
Property Value
Server HypDB
Port 1521
Username ESSBASE
Password hyperion
m y
d e
click Next: c a
13. On the Essbase Server Configuration panel, accept the following default options and
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Property
Agent Port Number
Value
1423
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Start Port
r a
32768
End Port O ly
33768
l & On
a e
n
15. Click Finish.
t e r
When configuration finishes, the status of each task is displayed.
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Solution 8.2 Setting Services to Start Manually

3. Right-click Hyperion Administration Services - Web Application and select Properties.
5. Click Apply.
6. Click OK.
7. Repeat steps 3 to 6 for the remaining services.
m y
Solution 8.3 Externalizing Administration Server Users
d e
c
In this exercise, you externalize native users in the Administration server. a
A
1. Select Start > Programs > Oracle EPM System > Essbase > Administration Services > Start
e
Administration Services Console.
c l
2. On the Essbase Administration Services Login dialog box, enter the following
information and click OK:
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Administration Server O ly
HYPBI
Username
l & On
admin
Password
n a e password
t e r U s
3. In the left pane, expand Enterprise View > Administration Servers.
I n
4. Right-click hypbi Connected and select Externalize users.
l e
5. On the Externalize Users dialog box, select Users and click Next.
c
r a
6. Verify that the Shared Services server name points to HYPDB and that the server port
is set to 28080.
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7. Click Next.
8. Select the Passwords option and enter hyperion.
9. Enter hyperion in the Confirm Password text box, and click Next.
10. When prompted to create the Externalize log file, click Yes.
11. On the Map Users to External Providers page, select admin and click Apply.
12. Click Next.
13. On the Externalize Users/Groups page, verify that Users is selected and click Start.
14. Review the status message to verify that user admin was migrated successfully.
15. Click Finish.
16. Click Close.
17. When prompted to save changes, click OK twice.
18. Click Close.
19. Select File > Exit.
m y
Solution 8.4 Provisioning Users for Essbase
d e
Shared Services. c a
e A
1. Start the Shared Services Console and logon as plnadmin with hyperion as the
password.
c l
NOTE
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O ly
l & On
n a e
e r
Directories > MSAD > Users.
t U s
I n
3. On the right pane, click Search to display all users.
c l e
5. From the Available Roles list, expand and select the following roles:
r a APS 9.5.0 Servers > APS_9.5.0_HYPBI_# > Provisioning Manager
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Business Rules > HYPDB > Provisioning Manager

Business Rules > HYPDB > Administrator
Essbase Studio Server9.5.0 Servers > Essbase Studio Server_9.5.0_HYPBI_# > Provisioning
Manager
Essbase Studio Server9.5.0 Servers > Essbase Studio Server_9.5.0_HYPBI_# > cpAdmin
6. Click the Add button to move them to the selected roles list.
7. Click Save.
9. Log off Shared Services.
11. On the following services, right-click and select Stop.
12. Right-click Hyperion Essbase Services 11.1.1 - hypservice_1 and select Start.
13. Right-click Hyperion Administration Services - Web Application and select Start. m y
14. Close Windows Services.
d e
c a
Solution 8.5 Adding Essbase Servers and Externalizing Users
e A
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1. Start Administration Services, enter the following login information, and click OK:
r a
Administration Server
O ly
HYPBI
Username
Password
l & On
plnadmin
hyperion
n a e
t e r U s
2. In the left pane, expand Enterprise View.
I n
3. Right-click Essbase Servers and select Add Essbase Server.
4. Deselect Use external authentication.
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5. Enter the following information and click OK:
Page Element Value

Username admin
Password password
Confirm password password
6. In the left pane, expand Essbase Servers> HYPBI > Applications.

The Essbase sample applications are displayed.
1. In the left pane, expand Essbase Servers> HYPBI.
2. Right-click Security and select Externalize users.
3. When prompted to convert the security mode to Shared Services, click Yes.
4. Enter the following conversion settings and click OK:
Page Element
Administration Server name
Value
HYPBI
m y
Administration Server port 10080
d e
Password
Confirm password
Selected; hyperion
hyperion c a
e A
l
5. On the Convert to Shared Services security mode confirmation dialog box, click OK.
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r a
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Solution 8.6 & On
Refreshing Essbase Security
l
a e
1. Start the Administration Services Console.
n
t e r U s
2. Enter the following login information:
Page Element
I n Value
c l e
Administration Server
Username
HYPBI
plnadmin
r a Password hyperion
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3. In the left pane, expand Enterprise View > Essbase Servers > HYPBI.
4. Right-click Security and select Refresh security from Shared Services.
5. Select All users and click OK.
6. When prompted to continue, click Yes.
7. Click OK.
Solution 8.7 Provisioning Essbase Server Users

Shared Services.
password.
NOTE
m y
d e
c a

e A
l
c
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5. From the Available Roles list, expand and select the following roles:
O ly
Essbase:HYBI1:# > Essbase:HYBI1:# > Provisioning Manager
l & On
Essbase:HYBI1:# > Essbase:HYBI1:# > Administrator
a e
Essbase:HYBI1:# > Demo > Provisioning Manager
n
e r s
Essbase:HYBI1:# > Demo > Application Manager
t U
n
Essbase:HYBI1:# > Sample > Provisioning Manager
I
c l e
Essbase:HYBI1:# > Sample > Application Manager
6. Click the Add button to move them to the selected roles list.
r a
7. Click Save.
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Solution 8.8 Updating the Essbase Server View

1. Start Administration Services, enter the following login information, and click OK:

Username plnadmin
Password hyperion
2. In the left pane, expand Enterprise View > Essbase Servers.

3. Right-click HYPBI and select Remove Essbase Server.
4. Right-click Essbase Servers and select Add Essbase Server.
5. Enter the following information and click OK:
Page Element Value

m y
d e
Username
Use external authentication
plnadmin
Selected
c a
e A
l
6. In the left pane, expand Essbase Servers> HYPBI > Applications.
c
a
The Essbase sample applications are displayed.
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O ly
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Solution 9.1 Running EPM System Configurator for Common

Settings and Performance Management Architect
In this exercise, you use EPM System Configurator to configure Performance
Management Architect on the HypApp server.
1. On the HypApp server, select Start > Programs > Oracle EPM System > Foundation Services
3. On the Task Selection panel, deselect all options except for the following options and
click Next:
m y
Select Connect to a previously configured Shared Services database
d e
Enter the following property values:
c a
Property Value
e A
c l
Server
a
HypDB
r
Port
Service Name or SID O ly
1521
hyperion
Username
l & On
HSS
Password
n a e hyperion
t e r U s
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l e
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8. Deselect all options except for Hyperion Foundation - Performance Management Architect.
9. Expand Performance Management Architect and verify that only the following
components are selected, and click Next:
Configure Database
10. On the Configure database panel, perform the following actions and click Next:
Property Value
Server HypDB
Port 1521
Username EPMA
Password hyperion
m y
d e
c a
e A
c l
r a
14. Click Task Panel. O ly
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Solution 9.2
n a e
Running EPM System Configurator for Calculation
e r
Manager
t U s
I n
In this exercise, you use EPM System Configurator to configure Calculation Manager on
the HypApp server.
c l e
1. On the Task Panel, deselect all other options except for Hyperion Foundation -
r aCalculation Manager is selected, and click Next.
O 2. On the Configure database panel, perform the following actions and click Next.

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Property Value
Server HypDB
Port 1521
Username CALC
Password hyperion
m y
d e
c a
Solution 9.3 Running EPM System Configurator for Planning
e A
l
In this exercise, you use EPM System Configurator to configure Planning on the HypApp
c
server.
r a
1. On the Task Panel, verify that only Planning and the following components are
selected, and click Next: O ly
Configure Product Options
l & On
Configure Database
n a e
t e r
U s
I n
2. On the Separately licensed products panel, click Next.
c l e
3. On the Configure database panel, perform the following actions and click Next:
r a
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Property Value
Server HypDB
Port 1521
Username PLANNING
Password hyperion
7. Click Finish.
m y
d e
Solution 9.4 Provisioning Users for Performance Management
c a
Architect
e A
password.
c l
NOTE
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O ly
& On
l
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t e r
U s
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5. From the Available Roles list, expand and select the Foundation > EPM Architect HYPAPP
> Provisioning Manager.
NOTE
Perfomance Management Architect and Calculation Manager roles include
Dimension Editor, Application Creator, Application Administrator, and
Calculation Manager Administrator. In Exercise Solution 7.5, the user
plnadmin is assigned with those roles
.
6. Click the Add button to move the selection to the selected roles list.
7. Click Save.
Solution 9.5 Managing Planning Clusters

In this exercise, you configure a Planning cluster to organize a group of Planning
applications.
m y
e
1. On the HypApp server, select Start > Programs > Oracle EPM System > Foundation Services
d
EPM System Configurator starts in a separate window. c a
e A
c l
3. On the Task Selection panel, select Planning - Manage Planning Clusters and click Next.
r a
4. On the Planning Cluster Management panel, select Create Cluster and click Next.
O ly
5. Enter the following information and click Next:
Property l & On
Value
Cluster Name
n a e Planning
Web Tier Host Name
t e r U sHYPAPP
Port
I
Activate Cluster
n 8300
c l e Selected
a
r
O When configuration finishes, the status of each task is displayed.

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7. Click Finish.

Hyperion EPM Architect Data Synchronization - Web Application
3. Right-click Hyperion CALC Manager - Web Application and select Properties.
5. Click Stop.
m y
6. Click Apply.
d e
7. Click OK.
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e A
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Solution 10.1 Running EPM System Configurator for Financial

Reporting and Web Analysis
In this exercise, you use EPM System Configurator to configure Financial Reporting and
Web Analysis on the HypBI server.
1. On the HypBI server, select Start > Programs > Oracle EPM System > Foundation Services >
3. On the Task Selection panel, select Reporting and Analysis and all its components, and
click Next:
defaults and click Next. m y
d e
c
When configuration finishes, the status of each task is displayed.a
7. Click Finish.
e A
c l
Solution 10.2
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Setting Services to Start Manually
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3. Right-click Hyperion Financial Reporting - Java RMI Registry and select Properties.
5. If enabled, click Stop.
6. If you are prompted to stop other services, click Yes.
7. Click Apply.
8. Click OK.
m y
d e
c a
e A
c l
r a
O ly
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t e r U s
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Solution 11.1 Running EPM System Configurator to configure

Workspace
In this exercise, you use EPM System Configurator to configure Workspace on the
HypDB server.
NOTE
Oracle recommends that you configure Workspace after all other installed
components have been configured.
1. On the HypDB server, select Start > Programs > Oracle EPM System > Foundation Services
3. On the Task Panel, expand Foundation, verify that Workspace and all its components
are selected, and click Next. m y
d e
4. On the Configure database panel, perform the following actions and click Next.
Select Perform 1se-time configuration of database.
c a
e A
Property Value
c l
Database Type
r a
Oracle
Server
O ly
HypDB
Port
l & On
1521
Service Name or SID
n a e hyperion
Username
Password
t e r U sBIPLUS
hyperion
I n
5. On the Configure Workspace Services panel, accept the default values, and click
c
Next.
l e
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8. On the Configure Workspace Web Server panel, accept the default values, and click
Next.
10. Click Finish.

3. Right-click Hyperion Workspace - Agent Service and select Properties.
m y
d e
5. If enabled, click Stop.
c a
6. If you are prompted to stop other services, click Yes.
e A
7. Click Apply.
c l
8. Click OK.
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Solution 11.3 Provisioning Users for Reporting and Analysis

In this exercise, you provision users with Financial Reporting and Web Analysis roles.
password.
NOTE

5. From the Available Roles list, expand Hyperion System 9 BI+ > Hyperion System 9
BI+:hypdb.hypclass.local and select the following roles:
Provisioning Manager
Reporting and Analysis Administrator
m y
Reporting and Analysis Global Administrator
d e
c
6. Click the Add button to move the selection to the selected roles list. a
7. Click Save.
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l
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Solution 12.1 Starting Services

In this exercise, you stop and start the required services in the recommended startup
order.
1. On HyDB, start Windows Services.
2. On the following services, right-click and select Stop:
3. On HypApp, start Windows Services.
m y
d e
c a
Hyperion EPM Architect - .Net JNI Bridge
e A
l
Hyperion EPM Architect - Engine Manager
c
r a
Hyperion EPM Architect - Event Manager
O ly
Hyperion EPM Architect - Job Manager
& On
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a e
n
t e r U s
I n
5. On HypBI, start WIndows Services.
c l e
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7. On HypDB, start the following services in this order:
8. On HypBI, start the following services in this order:
m y
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9. On HypApp, start the following services in this order:
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10. On HypDB, start the Hyperion Workspace - Web Application service.
11. Minimize all instances of the Services window in all servers.
Solution 12.2 Creating the Sample Application in Planning

In this exercise, you verify the Planning installation by creating a sample classic
application.
To log on to Workspace:
1. On the HypApp server, start Internet Explorer and enter the following URL:
http://hypdb:19000/workspace.
2. In the User Name text box, type plnadmin.
3. In the Password text box, type hyperion, and then click Log On.
Workspace is displayed.
To create a Planning data source:

m y
d e
1. In Workspace, select Navigate > Administer > Classic Application Administration > Planning
Administratrion.
c a
The Classic Application Wizard is displayed.
e A
2. Click Manage Data Source.
c l
3. Click Create Data Source.
4. Type PLAN1 as the Data Source Name.r a
O ly
l & On
5. Type Planning Application 1 as the Data Source Description.
6. From the Select Database Platform drop-down list, select Oracle.
n a e
Database Connection:
t e r
7. In the Application Database area, enter the following information and click Validate
U s
Server
I n HYPDB
Port
c l e 1521
r a Database hyperion
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User PLAN1
Password hyperion
8. In the Essbase Server area, enter the following information and click Validate Essbase
Connection:
Server HYPDB
User plnadmin
Password hyperion
9. When both connections successfully establish, click Finish.
To create the sample application:

1. In the bottom left pane, click Create Application.
2. From the Data Source drop-down list, select PLAN1.
3. Enter PLAN1 as the Application.
4. Enter Planning Application 1 as the Description.
m y
5. From the Shared Services Project drop-down list, select Planning.
d e
NOTE
c
Shared Services Projects are the same as Shared Services Application
a
Groups.
e A
c l
r a
6. From the Instance drop-down list, select Planning.
NOTE
O ly
& On
Planning Instances are the same as Planning Clusters.
l
n a e
t e r
7. Select the Sample Application checkbox and click Next.
U s
8. Verify the settings for the sample application and click Finish.
I n
The confirmation page is displayed.
l e
9. Click the Please click here to refresh workspace Navigate > Applications menu link.
c
O ra You have created a Planning application with the pre-defined structure.

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To initialize the sample application:

1. Select Navigate > Applications > Planning > PLAN 1.
Planning is displayed.
2. Select Edit > Sample Planning Application > Initialize Sample Application.
A message confirms when initialization is successful.
3. Click OK.
4. Select Administration > Manage Database.
5. Select Database and click Create.
6. In the Manage Database window, click Create.
The Cube Refresh status is displayed.
7. When the status displays Create Complete, click Finish.
To display forms created in the sample application:

1. In the left pane, expand Forms and click a folder.
2. From the content area, click a data form name.
m y
The data form is displayed. Note that there is no data loaded into the
d e
application.
c a
3. Log off Workspace and close Internet Explorer.
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c l
Solution 12.3
a
Loading Data into the Sample Application
r
O ly
In this exercise, you load data into the sample application.
l & On
1. On the HypApp server, open Windows Explorer and navigate to the following
directory: C:\Hyperion\products\Planning\bin\sampleapp.
n a e
2. Locate the sampApp_data.zip file.
t e r U s
3. Right-click sampApp_data.zip and select Winzip > Extract to....
I n
4. In the Winzip Extract window, navigate to C:\CF\Data and click Extract.
l e
5. In Windows Explorer, navigate to C:\CF\Data.
c
a
6. Rename the file SampleApp_data.txt to MyData.txt.
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7. On the HypBI server, open Windows Explorer and create a folder named temp in the
C drive.
8. On the desktop, double-click the CF folder shortcut.
9. Double-click Data.
10. Copy the MyData.txt file from CF\Data to the C:\temp folder.
11. Start the Administration Services Console.
12. Log on to the HYPBI Administration Server with username plnadmin and password
hyperion.
13. In the left pane, expand Enterprise View > Essbase Servers > HYPBI > Applications > PLAN1.
14. Right-click Consol and select Load data.
15. Click Find Data File.
16. Select the File System tab.
17. From the Look in drop-down list, select Local Disk (C:).
18. Double-click temp.
19. Select the MyData.txt file and click OK.
m y
20. On the Data Load dialog box, select the Abort on Error checkbox and click OK.
d e
The Data Load Results displays a status of Success.
c a
21. Click Close.
e A
l
22. Start Internet Explorer and enter the following URL: http://hypdb:19000/workspace.
c
a
23. In the User Name text box, type plnadmin.
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O ly
24. In the Password text box, type hyperion, and then click Log On.
& On
25. In Workspace, select Navigate > Applications > Planning > PLAN1.
l
a e
26. In the left pane, expand Forms and click a folder.
n
t e r U s
27. From the content area, click a data form name.
The data you loaded can now be viewed in Planning.
I n
28. Log off Workspace and close Internet Explorer.
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m y
d e
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Lesson 14 Performing System Maintenance and

Upgrades
Solution 14.1 Moving Classic applications to Performance

In this exercise, you move an application that was created in Classic Application
Administration to Performance Management Architect.
NOTE
When you perform this action, you cannot move the application back to Classic
Application Administration.
1. Log on Workspace as plnadmin with hyperion as the password.

2. Select Navigate > Administer > Application Upgrade.
The Application Upgrade Wizard is launched.
3. Review the Welcome page, and click Next.
m y
d e
The Application Summary page displays the applications that the user can
application cannot be upgraded, an explanation is provided.

c a
upgrade. This information is provided from the Shared Services server. If an
4. Select PLAN1 and click Next.

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5. On the Application Selection page, select PLAN1 and click Add to move it to the
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7. Review the Upgrade Summary and click Finish to execute the upgrade.
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8. In the Job Console, click Refresh to view the status of the upgrade.
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Oracle Hyperion Planning 11.1.

Theresa Songco Disclaimer

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Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other

Lesson 1: Introduction to Planning

Lesson 2: Planning the Installation

Lesson 3: Installing Foundation Services

Lesson 4: Installing Essbase Services

OExercise 7.4 Synchronizing Shared Services with MSAD . . . . . . . . . . . . . . . . . . . . . 10

Exercise 7.5 Provisioning the Planning Administrator . . . . . . . . . . . . . . . . . . . . . . . . 10

Lesson 8: Configuring Essbase Services

Lesson 9: Configuring Planning

Lesson 11: Configuring Workspace

Lesson 13: Accessing Reporting and Analysis

Lesson 14: Performing System Maintenance and Upgrades

Lesson 1: Introduction to Planning

Lesson 6: Installing Reporting Tools

Lesson 7: Configuring Shared Services

Lesson 8: Configuring Essbase Services

Lesson 11: Configuring Workspace

Lesson 12: Verifying the Planning Installation

Lesson 13: Accessing Reporting and Analysis

Lesson 14: Performing System Maintenance and Upgrades m y

Lesson 1 Introduction to Planning

There are no learning activities for this lesson.

Lesson 2 Planning the Installation

Exercise 2.1 Creating Oracle Tablespaces and Users

Lesson 3 Installing Foundation Services

Exercise 3.1 Installing Shared Services and Workspace

Lesson 4 Installing Essbase Services

Exercise 4.1 Installing Essbase Server, Essbase Client,

Lesson 5 Installing Planning and Performance

Exercise 5.1 Installing Planning, Performance Management

Exercise 5.2 Configuring the Internet Information Server

Lesson 6 Installing Reporting Tools

Exercise 6.1 Installing AFPL Ghostscript 8.5.1

Exercise 6.2 Installing Financial Reporting and Web Analysis

Lesson 7 Configuring Shared Services

Exercise 7.1 Running EPM System Configurator for Shared

Exercise 7.2 Starting Shared Services

Exercise 7.3 Configuring User Directories

Planning 11.1.1: Installation and Configuration 9

Exercise 7.4 Synchronizing Shared Services with MSAD

Log off Shared Services.

Exercise 7.6 Creating an Application Management Group

Lesson 8 Configuring Essbase Services

Exercise 8.1 Running the EPM System Configurator for Common

Continue until you complete the configuration. Click Finish.

Exercise 8.2 Setting Services to Start Manually

Exercise 8.4 Provisioning Users for Essbase

In the Application Management pane, expand Shared Services:localhost:28080 > User

plnadmin and select Provision.

Exercise 8.5 Adding Essbase Servers and Externalizing Users

Administration Server HYPBI

Page Element Value

Exercise 8.6 Refreshing Essbase Security

Page Element Value