Hyperion Solutions Hyperion Financial Management HFM Application Backup Utility

The HFM Application Backup Utility is designed to allow users to extract the database schema and data from an HFM Application to a serialized flat file. This file can be restored at a later date to provide a snap-shot of the Application at the point in time when the backup was created. The utility also provides the functionality to mask the extracted data and text labels. This allows the client to provide a backup of their application database to Hyperion support without the worry of sharing company information.

Using the utility:

The HFM Application Backup Utility is a wizard based tool that allows the user to select the database, HFM Application and extract/import options. After starting the tool and selecting Next on the Welcome page, the user will be presented with a window where the database connection file (used by HFM) can be set.

Enter or select a valid UDL or encrypted UDL file that points to the desired HFM database.

The next window allows the user to select the type of operation they would like to perform. The user can either extract an existing application or import from a previous extract.

Application Backup:
If Backup Existing Application is selected, the user will then be presented with a list of applications that exist in the selected database. From the list, the user will be required to select the application that they would like to backup.

After the user selects the desired Application, the user will be given the option of selecting where to store the application backup. The user must enter or select the path for the output file.

After the user has selected the file to extract the backup to, the user will be given an option of what to extract.

These options allow the user to specify whether to extract auditing data and Event Log data. The next page allows the user to specify the amount of processing threads to use and whether to default the data values (all cell values) to a value of 1 and all text values (member labels) to incremented numeric string.

The next page displays a summary of the selected choices.

Select Next will start the backup. The processing page contains three windows:

The top middle window will contain a list of all currently processing tasks. The lower left window will display a list of completed tasks. The lower right window will display a list of failed tasks. Upon successful backup, a window will display.

Application Restore:
After starting the tool and selecting the database connection file, select Restore a previous backup from the Backup/Restore page.

On the next page, select the HFMBAK file to load.

A summary of the information stored in the backup file will be displayed.

Select Yes to use this file or select No to go back and select another file. The Restore Options page allows the user the ability to limit what data is available for restore. If an item is grayed out, then the associated data does not exist in the backup set.

The Settings page allows the user to define the number of processing threads to use.

The Display page lists the settings for the current restore.

The Processing page shows the activity of the restore.

Upon successful restore, a processing status window will display the results.

If any error occurs and Hyperion support is required, please provide the Backup or Restore log file that is generated. This file contains valuable information.

HFM Application Backup - Export Selected Tables Update Table Extract Usage Overview The HFM Application Backup utility is provided to allow the extracting of HFM applications to a single backup file. This file can be used to provide a backup of an HFM application to product support. The utility provides support for scrambling data so that no real data values are distributed to support or development. New features The ability to extract specific HFM application tables has been added. This allows a client, at the instruction of HFM development or support, to select a specific set of tables for export. Exporting specific tables Note: Make sure the folder where the utility is run from has at least 4 Gb of free disk space. 1) Start the utility from an HFM application server 2) Select the UDL (or encrypted UDL) to use to connect to the desired database. Click Next. 3) Select Backup Specific Tables

4) Select the desired HFM Application. Click Next 5) From the list of available tables, check the tables that you wish to export.

Once one or more tables have been checked, click Next. 6) Enter the path of the resultant output file (where you want to write the data).

7) If directed by product support, check the options to backup Task, Data and event log information. Click Next to continue.

8) Optionally, check Default exported data to a value of 1 if you wish to mask the exported numeric values. It is strongly recommended that you never check the Default exported text option.

9) Click Next until processing starts. Once processing has completed, zip the selected output file along with the extract log and forward to Product support.