206663517 Hyperion Planning Bootcamp

Hyperion Planning 9.3

May 2009

2

Agenda

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

3

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

4

Key Features and Benefits

Web Architected

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

5


Process Management

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

6


Business Rules

Graphical rules and planning methods builder

Documentation provided

Sophisticated calculations

Benefits

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

7


Powered by Hyperion Essbase

Multi-dimensional OLAP engine

Analytic and calculation functions

Multi-cube application support

Scalable and open

Benefits

Common analytic platform

Industry leading technology

Integrates planning with custom Hyperion Essbase

applications

8

Hyperion Planning - Architecture

9

Hyperion Planning – Administrator Client

Classic Application Wizard

Create Application

Delete Application

Register Application

10

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

11

Hyperion Planning – Application Tier

The Application tier consists primarily of

these servers:

Hyperion System 9 BI+ Financial Reporting Server

Hyperion System 9 Planning Server

Hyperion System 9 Shared Services Server

Web Server

12

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:

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

13

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

Installing Hyperion

Planning

15

Hyperion Planning – Product Sequence


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

16

Installing Hyperion Shared Services

Run the Installer

Configure Database

Deploy to Application Server

Check for the installation

Login to http://<hostname>:58080/interop/index.jsp

Username – admin

Password - password

17

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

18

Installing Hyperion Essbase AAS

Run the Installer

Configure Database


Username – admin

Password - password

Deploy to Shared Service

Run AAS Console

Login to AAS and then to Essbase

Move Security to Shared Services

Externalize Users

19

Installing Hyperion R&A (Core Services)

Run the Installer Install in Hyperion\BIPlus directory

Register with Shared Services Username – admin

Password - password

Product Options

Configure Database

Deploy to Application Server Workspace: 45000

Financial Reporting: 8200

Web Analysis: 16000

Install R&A Client Install in Hyperion\BIPlusClient directory

20

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

21

Configure R&A: IIS Web Server

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

Hyperion\BIPlus\Appserver\InstalledApps\workspace_static\zeroadmin\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”

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

ASP.Net v.2.x

jakarta

WebDAV

Ensure that “World Wide Web Publishing” service is started

22

Installing Hyperion Planning

Run the Installer


Username – admin

Password - password

Deploy to Shared Service

Configure Database


23

Configuring Hyperion Planning

Product Instance Registration

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

24

Configure Planning – Provision User

Create a project in Shared Services for

Planning

Provision the user (e.g. hyperion):

R&A

R&A Administrator

R&A Global Administrator

Planning

Application Creator

Dimension Editor

25

Sequence to start Hyperion Services

Hyperion Open LDAP


Hyperion BI+ Core Services

EPMA

Hyperion Analytic Services

Hyperion Administration Services

Hyperion BI+ Interactive Reporting Services

Hyperion BI+ Workspace

Hyperion RMI Registry

Hyperion Planning

Creating the Planning

Application

Classic Planning Application

27

Create a Planning Application

Logon to Workspace and goto Administer -

>Classic Application Administration ->

Planning Administration

http://<server-name>/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)

28

Create a Planning Application – Cont’d

Specify Calendar 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

Specify Currencies Whether multi-currency application

Specify Plan Types – Separate Databases in Essbase Minimum 1 Plan Type

Specify Plan Type names for upto 3 Plan Types

Creating the Planning

Application

Performance Management

Planning Application

30

EPM SmartSpace Architecture

31

Installing EPM Smartspace

Install EPM SmartSpace

Configure EPM Architect

Configure with Shared Services

Configure database


EPMA Web Tier: 19091

EPMA Data Synchronizer: 19101

Interface Datasource Configuration

32

Create a Planning Application

Create an Import Profile

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

Click Next and Finish

33

Create a Planning Application - Cont’d

Create a Sample Application 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

34

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

Hyperion Products

Backup & Recovery

36

Shared Services Backup & Recovery

Backup: Backup Shared Services database

<HSS_HOME>\server\scripts\backup.bat Shared Services Application Server Files (Apache Tomcat)

Domain.xml

Slide.properties

CSS.xml

WorkflowEngine.properties

Scheduler.properties

Manage_data.properties

Open LDAP database Configuration file Slapd.conf

All Open LDAP data and log files *.dbd files

Log.* files

For Recovery: Restore Shared Services database

Run <HSS_HOME>\server\scripts\recover.bat

37

R&A Backup & Recovery

Backup: 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 above

38

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 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

39

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 above

Planning Dimensions

Overview

41

Required Dimensions

Six required dimensions:

Period

Year

Scenario

Version

Entity

Account

Multiple Currency applications require 2

additional dimensions:

Currency

HSP_Rates

Total 20 dimensions are allowed

42

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

43


Add and Modify Currencies

Create Exchange Rate tables

Enter Exchange Rates

Generate currency conversion calculation

scripts

44

Setting up Dimensions


Setting up Period, Scenario and Version

Dimension

Setting up Entity Dimension

Setting up Account Dimension

Creating User-defined Dimensions, Attributes

and Member Formulas

45

Setting up Currencies and Exchange

Add and Modify Currencies

Create Exchange Rate Tables

Enter Exchange Rates

Generate Currency Conversion Calculation

Scripts

46

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

47

Create Exchange Rate Tables

3 types of rates associated with a member:

Historical

Average

Ending

Select Reporting and Triangulation

Currencies

48

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

49

Scenarios

You can define the following properties:

Valid start and end Year and Periods

Exchange Rate table

Include Beginning Balance

Enable for Process Management

Access Rights

50

Version

Version provide process flexibility by

providing iterative planning cycles

Versions are independent of scenarios

There are 2 version types:

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

overrides data input with sum of children

51

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

52

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

53

Account Types

54

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

55

Changing Other Properties

UDA (User defined Attributes)

Formula

Security

57

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

58

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

59

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

60

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

61

User Types and Rights

62

Access Options

Dimension Member and Data Form access:

Read

Write

None

Task List:

Assign

Manage

Manage and Assign

None

Designing Data Forms

64

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

Managing Planning

Process

66

Process Management Overview

67

Reviewer Actions

68

Impact of Entity Hierarchy on Review Process

Migrating Planning

Application

70

Migrating Planning Application

Migrate Shared Services

Backup the source SS repository and restore it in target

environment

Use SS Import/Export command line utility

<HYPERION_HOME>\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

71

Migrating Planning Application – Cont’d


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

environment

72

Migrating Planning Application – Cont’d


Perform cube create to create Planning outline in

Essbase

Logon to EAS, import Essbase data and HBR XML files

Assign Access to users

Run

<HYPERION_HOME>\Planning\bin\ProvisionUsers.cmd

Perform Create database in Planning

Import Essbase data

Refresh Security Filters

Documents

206663517 Hyperion Planning Bootcamp