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Hyperion 101 for DBAs

NCOAUG Training Day August 21, 2009 Amar Nettem, Technologies Director

Introducing New Generation Consultants www.newgenusa.com Oracle Certified Partner

Founded 2001 HQ in Des Plaines; branch in Chennai 6 Practice Areas


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Oracle Hyperion

Agenda
Hyperion History and Essbase Architecture Components Involved. Installation Order. Startup/Shutdown Order. How to Access the Application Application Maintenance Migration. Where to find Technical Documentation. Q&A

Hyperion History

Hyperion History
Company founded as IMRS in 1981. Renamed Hyperion Software Corporation in 1995. Merged with Arbor Software Corporation, the developer of Essbase OLAP server.

Oracle acquired Hyperion in March, 2007

ESSBASE Concept

Multidimensional database management system (MDBMS)

Name derives from "Extended Spread Sheet dataBASE.

Originally developed by Arbor Software, which merged with Hyperion Software in 1998.

Developed to address the scalability issues associated with spreadsheets such as Lotus 1-2-3 and Microsoft Excel

Oracle Hyperion Architecture

Essbase Architecture High level information flow between Product Components

Essbase Product Components


Essbase Product Components Incorporate powerful architectural features to handle a wide range of analytic applications across large multi-user environments. Essbase Essbasea multi-threaded OLAP database software The server acts as a shared resource, handling all data storage, caching, calculations, and data security. The Essbase Server client needs only to retrieve and view data that resides on a server. Administration Services Database and system administrators interface to Essbase Provides a single-point-of-access console to multiple Essbase Servers. Used to design, develop, maintain, and manage multiple Essbase Servers, applications, and databases.

Essbase Product Components - Contd.


Essbase Spreadsheet Add-in for Excel Add-in for Excel integrates Essbase with Microsoft Excel User can add the Essbase menu to access Excel. Integration Services Metadata-driven environment to bridge the gap between data stored in Essbase databases and detailed data stored in relational databases. The Hybrid Analysis feature gives business users more detail for decision making and IT managers more modularity in designing and maintaining large-scale analytic applications. Provider Services Middle-tier data-source provider to Essbase for Java API, Smart View, and XMLA clients. Provider Services supports highly concurrent analytical scenarios and provides scalability and reliability in a distributed Web-enabled enterprise environment. Smart View Common Microsoft Office interface for Essbase, Oracle's HFM, Planning and Oracle's Workspace data. Using Smart View, you can view, import, manipulate, distribute and share data in Microsoft Excel, Word, and PowerPoint interfaces.

Essbase Product Components Contd.


Application Programming Interface (API) Allows creation of customized applications. The Essbase API Reference provides a complete listing of API functions, platforms, and supported compilers. Developer Products Enable the rapid creation, management and deployment of tailored enterprise analytic applications. Provide a comprehensive set of application programming interfaces, drag and drop components and services. Data Mining Shows hidden relationships and patterns in organizational data. Enables better business decisions. you can plug in various data mining algorithms, build models, and then apply them to existing Essbase applications and databases.

EPM Architecture

EPM Architecture
Provides an interface to various sources for metadata Data from these sources can be imported into the system via flat files or Hyperion interface tables. Provides a direct interface to Financial Management and Planning applications Enables the creation, maintenance, and synchronization of these applications directly from Performance Management Architect. The middle tier of Performance Management Architect includes the required application services for application construction, metadata management, data synchronization, and surfacing the user interface. End users access Performance Management Architect and reporting and application content through Oracle's Hyperion Workspace.

Components of Hyperion

Components of Hyperion
Components Involved
Hyperion Enterprise Hyperion Foundation Services Hyperion Essbase Hyperion Financial Management Hyperion Planning Hyperion Performance Scorecard Hyperion Interactive Reporting Hyperion Production Reporting

Components of Hyperion - Contd

Hyperion Financial Reporting Hyperion Web Analysis Hyperion Strategic Finance Hyperion Financial Data Quality Management Hyperion Master Data Management Hyperion Data Integration Management Hyperion Workforce Planning. Hyperion Financial Data Quality Management

Hyperion Install Sequence

Hyperion Install Sequence


Create a Database Install & Configure Hyperion shared services Install Essbase server and configure

Install Administration services

Install Integration services and configure

Install Hyperion reporting services

Install Hyperion

reporting UI services

Install Hyperion reporting client

Startup/Shutdown sequence in Hyperion

Startup Order for Hyperion Product Services and Processes


Shared Services Hyperion S9 OpenLDAP Hyperion S9 Shared Services Reporting and Analysis Core Services Hyperion S9 BI+ 9.3 Core Services 1 Performance Management Architect Services Hyperion S9 EPM Architect Process Manager IIS Admin Service

BI+ Analytics Hyperion S9 BI+ Analytic Services 9.3.1 - <ServerName> Hyperion S9 Administration Services ATS5 Hyperion S9 Provider Services ATS5

Reporting and Analysis UI Services Hyperion S9 BI+ 9.3 Financial Reporting Java RMI Registry Hyperion S9 BI+ 9.3 Financial Reporting Print Server Hyperion S9 BI+ 9.3 Financial Reporting Report Server Hyperion S9 BI+ 9.3 Financial Reporting Scheduler Server

Hyperion S9 Apache 2.0 Hyperion S9 BI+ 9.3 Workspace Hyperion S9 BI+ 9.3 Financial Reporting Web application Hyperion S9 BI+ 9.3 Web Analysis

Performance Management Architect Application Server Service Hyperion S9 EPM Architect Web ATS5 Hyperion S9 EPM Architect Data Synchronization ATS5

Planning Services Hyperion S9 Planning Hyperion RMI Registry

Shutdown Order for Hyperion Product Services and Processes


Shared Services Hyperion S9 OpenLDAP Hyperion S9 Shared Services Reporting and Analysis Core Services Hyperion S9 BI+ 9.3 Core Services 1 Performance Management Architect Services Hyperion S9 EPM Architect Process Manager IIS Admin Service

BI+ Analytics Hyperion S9 BI+ Analytic Services 9.3.1 - <ServerName> Hyperion S9 Administration Services ATS5 Hyperion S9 Provider Services ATS5

Reporting and Analysis UI Services Hyperion S9 BI+ 9.3 Financial Reporting Java RMI Registry Hyperion S9 BI+ 9.3 Financial Reporting Print Server Hyperion S9 BI+ 9.3 Financial Reporting Report Server Hyperion S9 BI+ 9.3 Financial Reporting Scheduler Server

Hyperion S9 Apache 2.0 Hyperion S9 BI+ 9.3 Workspace Hyperion S9 BI+ 9.3 Financial Reporting Web application Hyperion S9 BI+ 9.3 Web Analysis

Performance Management Architect Application Server Service Hyperion S9 EPM Architect Web ATS5 Hyperion S9 EPM Architect Data Synchronization ATS5

Planning Services Hyperion S9 Planning Hyperion RMI Registry

Accessing Application

Accessing Application

Hyperion Shared Services User Management Console http://hostname.domainname:58080/interop

Essbase Administration Services Console http://hostname.domainname:10080/easconsole/console.html

Hyperion workspace http://hostname.domainname:19000/workspace

Accessing Application
Hyperion Financial Management http://hostname.domainname/hfm

Hyperion Planning http://hostname.domainname:8300/HyperionPlanning/

Shared Services

Shared Services - User Provisioning

Assigning Access to Users in Webforms

Hyperion Workspace

Workspace Elements
Number 1 2 3 Name Menu Bar Description Commands and sub-commands that organize tasks and modules (See Menus)

Standard toolbar Buttons for performing tasks (See Toolbars.) View pane Area that provides buttons that enable jumps between panels (each panel having a specific use and corresponding controls) and displays the list of documents and modules (Hiding this pane provides a larger content frame in which to use Workspace. Select View > View Pane to hide and display). Setting to adjust the size of the View pane and content area

View Pane or Content Area Adjuster Content area Buttons Process bar Document tab bar

5 6 7 8

Area in which you view active-module documents, tasks, or files Buttons for performing module tasks Location of the current folder, document, or step. Information bar specific to the current module (If multiple documents are open, the current document tab is highlighted).

Hyperion Workspace

Workspace Functionalities

Workspace Functionalities

Preferences Screen in Workspace

Navigation from Workspace to Planning

Web Analysis integrated with Workspace

Financial Reporting integrated with Workspace

Webforms through Smart View

Oracle Hyperion Strategic Finance

Application Maintenance

Application Maintenance
Ad-hoc Maintenance Planned Maintenance During any change in hierarchy During User/Group/Role Create/Edit/Deletion process During Patch Deployment During Upgrade/Migration process Applying Bug Fixes DataBase Maintenance

Migration

Migration
Typical Hyperion Essbase migration: Move the application and associated files from one server to another Upgrade server to a newer version Move applications from Development to Production environment Examples of Migration Components: Application Outline Load Rules Data Calc Scripts Report Scripts Configuration Files Security Filters Security Users Groups

Migration Steps Summary


Typical Hyperion Essbase migration steps to migrate an Essbase application from one server to another using Migration Wizard, where native security was in force. Examining Source and Target Servers Launching Migration Wizard Selecting Source and Target Servers Selecting Source and Target Applications Selecting Application-Level Objects to Migrate Selecting Database-Level Objects to Migrate Selecting Security Migration Options Selecting Individual Groups to Migrate Selecting Individual Users to Migrate Examining Migration Results

Documentation

Documentation

Main Documentation http://download.oracle.com/docs/cd/E10530 _01/welcome.html http://www.oracle.com/hyperion/index.html Technical Troubleshooting Reference http://metalink3.oracle.com

QUESTIONS ANSWERS

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For more information contact: Eugene Breger 847-331-5554 gbreger@newgenusa.com

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