HYPERION FOUNDATION SERVICES

Oracle Hyperion Foundation Services software provides a single, shared infrastructure to install the

EPM system, manage users, security, metadata and the application lifecycle. By combining the

technologies to install and configure all modules, centrally create and provision user security, build

and manage EPM applications and to consume EPM content via the web and through Microsoft

Office, Foundation Services can ease the deployment of your Hyperion implementation - large or

small. And, since Foundation Services provides easy integration with BI tools, applications, and

portals through an open, service-oriented architecture, it can enhance productivity and reduce TCO

of existing information technology assets in your organization.

Foundation Services includes the following components: Hyperion Shared Services, Oracle

Hyperion Enterprise Performance Management Architect,, Oracle Hyperion Enterprise Calculation

Manager, Fusion Edition, Oracle Hyperion Workspace and Oracle Hyperion Smart View for Office.

Hyperion Shared Service

What Is Shared Services?

Oracle's Hyperion® Shared Services, an Oracle's Hyperion® Foundation Services component,

helps establish a secure environment for Oracle Hyperion Enterprise Performance Management

System products. Using Shared Services, users define and manage security for EPM System

product deployments. Users interact with Shared Services through Oracle's Hyperion® Shared

Services Console.

All EPM System products depend on Shared Services to define how users are authenticated and

how they are authorized to use product resources.

Overview of Shared Services Console:Shared Services Console comprises a View pane, also known as the Application Management

pane, and task tabs. When you initially log in, the Shared Services Console displays the View

pane and a Browse tab.

The View pane is a navigation frame where you can choose objects (such as user directories,

users, groups, roles, application groups, and applications). Typically, details of your current

selection in the View pane are displayed on the Browse tab. Additional task tabs open as needed,

depending on the task that you perform; for example, a Report tab opens when you generate a

report, and a Configure tab opens when you configure a user directory.

Depending on the current configuration, Shared Services Console lists your existing objects in

the View pane. You can expand these object listings to view details. For example, you may expand

the User Directories node to view a list of configured user directories. You may also search

configured user directories for users and groups.

A shortcut menu, accessible by right-clicking an object, is associated with some objects in the

View pane.

Shortcut menus associated with objects in the View pane provide the quickest method to perform

operations on the objects. Options in shortcut menus change dynamically, depending on what

you select. The commands displayed in the shortcut menu also are available on a menu in the

menu bar. Buttons representing enabled menu options are displayed on the toolbar.

Oracle Hyperion Enterprise Calculation Manager:

About Calculation Manager

You use Calculation Manager to create, validate, deploy, and administer sophisticated

calculations that solve Oracle Hyperion Financial Management, Fusion Edition, Oracle

Hyperion Planning, Fusion Edition, and Oracle Essbase business problems. You access

Calculation Manager from within Oracle Enterprise Performance Management Workspace,

Fusion Edition.

There are three types of objects that can be calculated in Calculation Manager:

• Rulesets, which are objects that contain rules that can be calculated simultaneously or

sequentially (See Chapter 2, “Designing Business Rules and Business Rulesets.”)

• Rules, which are objects that contain components and templates (See Chapter 2, “Designing

Business Rules and Business Rulesets.”)

• Components, which are objects that contain formula components, script components,

condition components, range components, and fixed loop components (See Chapter 4,

“Using Components to Design Business Rules and Templates (Financial Management,

Planning, and Essbase Block Storage Application Users Only).”)

Oracle Hyperion Workspace :

About EPM Workspace

EPM Workspace is the Web user interface that is used to access all Oracle Hyperion and non-

Oracle Hyperion content. Oracle Hyperion content includes Reporting and Analysis Framework

and Oracle's Hyperion financial applications. Oracle Essbase is part of a comprehensive EPM

system that integrates this business intelligence platform with Oracle's Hyperion financial

applications, Oracle Hyperion Performance Scorecard, Fusion Edition, and Oracle Business

Intelligence Enterprise Edition products.

EPM Workspace, a modular business intelligence platform, providing access to management

reporting, query, and analysis capabilities for a wide variety of data sources in a single

coordinated environment.

EPM Workspace provides access to the following content:

• Oracle Hyperion Financial Reporting, Fusion Edition—for scheduled or on-demand highly

formatted financial and operational reporting from almost any data source, including Oracle

Hyperion Planning, Fusion Edition, Oracle Hyperion Financial Management, Fusion

Edition, Oracle Hyperion Profitability and Cost Management, Fusion Edition, Oracle BI

Answers, Oracle BI Dashboards, Oracle BI Delivers, and Oracle Business Intelligence

Publisher

• Oracle's Hyperion® Interactive Reporting—for ad hoc, relational query, self-service

reporting and dashboards against any ODBC data source

Oracle's Hyperion® Impact Management Services module is used to replace Interactive

Reporting data models.

• Oracle's Hyperion® SQR® Production Reporting—for high volume, enterprise-wide

production reporting

• Oracle's Hyperion® Web Analysis—for interactive ad hoc analysis, presentation, and

reporting of multidimensional data

• Oracle Hyperion Performance Scorecard, Fusion Edition—a Web-based solution that

enables your organization to set goals, and to use scorecard methodologies to measure and

monitor business performance

• Financial Management and Planning—for consolidation and planning application tasks

• l Oracle Hyperion Profitability and Cost Management, Fusion Edition—for managing cost

and revenue allocations that are necessary to compute profitability for a business segment

• Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle

Applications — a module of Oracle Hyperion Financial Data Quality Management, Fusion

Edition that enables you to integrate metadata and data from an Enterprise Resource

Planning (ERP) source system into an Enterprise Performance Management (EPM) target

application.

• Oracle BI Answers—Oracle BI Answers provides true end user ad hoc capabilities in a pure

Web architecture

• Oracle BI Dashboards—Oracle BI Dashboards provides intuitive, interactive access to

information that is actionable and dynamically personalized based on the individual's role

and identity

• Oracle BI Delivers—Oracle BI Delivers provides business activity monitoring and alerting

that can reach users through multiple channels such as email, dashboards, and mobile

devices

• BI Publisher—Oracle Business Intelligence Publisher (formerly known as XML Publisher)

offers efficient; scalable reporting solution available for complex, distributed environments

• Oracle Hyperion Disclosure Management—toolset designed to help you create, edit, and

submit instance documents for submission to a regulatory agency (for example a 10K or

10Q submitted to the SEC).

• Oracle Hyperion Financial Close Management—helps companies define, execute, and

report on the interdependent activities of a financial close period.

Oracle Hyperion Smart View for Office :

Smart View Components

Oracle Hyperion Smart View for Office, Fusion Edition provides a common Microsoft Office

interface for Oracle Essbase, Oracle Hyperion Financial Management, Fusion Edition, Oracle

Hyperion Planning, Fusion Edition, Oracle Enterprise Performance Management Workspace,

Fusion Edition, Oracle Business Intelligence Enterprise Edition, Oracle's Hyperion Reporting

and Analysis, Oracle Hyperion Financial Close Management, and Oracle's Hyperion®

Enterprise® data sources. Using Smart View, you can view, import, manipulate, distribute, and

share data from these data sources in Microsoft Excel, Word, Outlook, and PowerPoint.

The basic components of Smart View, from which you connect to your data source and access

Smart View functionality, are ribbons and the Smart View panel.

The components displayed depend on the Microsoft Office application that you have open.