Hyperion Planning 9.

3
May 2009

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
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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

Key Features and Benefits

Web Architected

Data Entry Reporting Process Management Server based application functionality thin client Zero footprint No software to load on clients Low TCO Anytime, anywhere access Extended Enterprise Planning enabled
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Benefits

Key Features and Benefits

Process Management

Tracks the status Manages the plan progress Web Enabled 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
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Benefits

Key Features and Benefits

Business Rules

Graphical rules and planning methods builder Documentation provided Sophisticated calculations 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
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Benefits

Key Features and Benefits

Powered by Hyperion Essbase

Multi-dimensional OLAP engine Analytic and calculation functions Multi-cube application support Scalable and open Common analytic platform Industry leading technology Integrates planning with custom Hyperion Essbase applications
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Benefits

Hyperion Planning - Architecture

Hyperion Planning Administrator Client

Classic Application Wizard

Create Application Delete Application Register Application

Hyperion Planning - Workspace

Administration

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

Entering Data, Supporting Details and Annotations Workflow

Managing the Planning Process Copy Data between Versions

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Hyperion Planning Application Tier

The Application tier consists primarily of these servers:

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

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Hyperion Planning Database Tier

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

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

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Hyperion Planning Product Components

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

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Installing Hyperion Planning

Hyperion Planning Product Sequence

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

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Installing Hyperion Shared Services

Run the Installer Configure Database Deploy to Application Server Check for the installation

Login to http://<hostname>:58080/interop/index.jsp Username admin Password - password

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Installing Hyperion Essbase

Run the Installer Select Product Options Register with Shared Services

Username admin Password - password Username hyperion Password - password

Register Essbase as Windows Service

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Installing Hyperion Essbase AAS

Run the Installer Configure Database Register with Shared Services

Username admin Password - password

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

Externalize Users
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Installing Hyperion R&A (Core Services)

Run the Installer

Install in Hyperion\BIPlus directory Username admin Password - password

Register with Shared Services

Product Options Configure Database Deploy to Application Server

Workspace: 45000 Financial Reporting: 8200 Web Analysis: 16000

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Install R&A Client

Install in Hyperion\BIPlusClient directory

Installing Hyperion R&A (UI Services)

Run the Installer

Install in Hyperion\BIPlus directory Web Server IIS/Apache Financial Reporting: 8200 Web Analysis: 16000 Performance Scorecard: 18080 Planning: 8300 BPM Architect: 19091 HTTP Port

Configure Web Server

IIS: 80 Apache: 19000

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Configure R&A: IIS Web Server

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

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

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 21 started

Installing Hyperion Planning

Run the Installer Register with Shared Services

Username admin Password - password

Deploy to Shared Service Configure Database Deploy to Application Server

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

Configure a data source

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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 Application Creator Dimension Editor

Planning

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Sequence to start Hyperion Services

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

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Creating the Planning Application

Classic Planning Application

Create a Planning Application

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

http://<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)

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Create a Planning Application Contd

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 Whether multi-currency application

Specify Currencies

Specify Plan Types Separate Databases in Essbase

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

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Creating the Planning Application

Performance Management Planning Application

EPM SmartSpace Architecture

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Installing EPM Smartspace

Install EPM SmartSpace Configure EPM Architect

Configure with Shared Services Configure database Deploy to Application Server

EPMA Web Tier: 19091 EPMA Data Synchronizer: 19101

Interface Datasource Configuration

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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 32 Click Next and Finish

Create a Planning Application - Contd

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

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Create a Planning Application - Contd

Deploy Sample Application

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

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

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Hyperion Products Backup & Recovery

Shared Services Backup & Recovery

Backup:

Backup Shared Services database <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

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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
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Recovery:

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

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HBR Backup & Recovery

Backup:

Backup EAS database AnalyticAdministrationServices\storage directory AnalyticAdministrationServices\server directory

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

Recovery:

39 Restore EAS database and all other files listed above

Planning Dimensions Overview

Required Dimensions

Six required dimensions:

Period Year Scenario Version Entity Account

Multiple Currency applications require 2 additional dimensions:

Currency HSP_Rates
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Total 20 dimensions are allowed

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

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

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

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Setting up Currencies and Exchange

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

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

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Create Exchange Rate Tables

3 types of rates associated with a member:

Historical Average Ending

Select Reporting and Triangulation Currencies

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Time Periods

The Year and Period represents time. You can:

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

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Scenarios

You can define the following properties:

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

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

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

Notes:

Entities

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

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

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Accounts

You can assign Plan Types to Accounts

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

Use aggregation options to define calculations in the account hierarchy

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Account Types

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User defined dimensions

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

You do not assign Plan Types to individual members

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Changing Other Properties

UDA (User defined Attributes) Formula

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Security

Security Overview
Determine user privileges Assign access rights to application elements

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

Create security filters

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

Open LDAP (Native) LDAP MSAD NTLM

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

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

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Data Forms and Folders Overview

Data Forms:

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

User Types and Rights

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Access Options

Dimension Member and Data Form access:

Read Write None

Task List:

Assign Manage Manage and Assign None

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Designing Data Forms

Data Form Contents

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

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Managing Planning Process

Process Management Overview

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Reviewer Actions

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Impact of Entity Hierarchy on Review Process

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Migrating Planning Application

Migrating Planning Application

Migrate Shared Services

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

<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

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Migrating Planning Application Contd

Migrate Planning application

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

Migrating Planning Application Contd

Migrate Planning application

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

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