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COURSE
Lesson Plan
1. Introduction to HFM
What is HFM for? Important terminology Tasks Performed HFM as a Data Source
3. Configuring Security
Types of Security Configuring security
4. Installing HFM
Prerequisites Planning the Install
What is HFM?
Hyperion Financial Management is a Web based (architected), financial consolidation, analysis and reporting product. Companies use HFM to consolidate data from various systems to create a global view of information. Journals for Adjustments Inter-company transactions Consolidation of Data Translation of exchange rates Reporting and data loading through Excel Data analysis and report writing through Hyperion Analyzer and Hyperion Reports Data Entry Forms Data Grids Rules Process Management Security Related Content Workspaces
Terminology
HFM Dimensions: Scenario Set of related Data Eg: Actual, Forecast, Budget Year Years Eg: 2004, 2005, 2006, 2007, 2008 Period Sub division of years Eg: Trimester, Quarters, Months, Weeks, Days Entity Management and reporting structures - Eg: companies, regions, divisions Value input Currency, Parent Currency, Adjustment currency and consolidation detail. Account Hierarchy of Account Eg: Chart of Accounts Inter-Company ICP Used for inter-company eliminations View Data representation modes Eg: Periodic, YTD Custom 1,2,3,4 Used for more detailed analysis Eg: Product, Region, Customers
Terminology
Hyperion Reports - Graphical report writer (Read Only). Allows for Web based report output in HTML or PDF Hyperion Analyzer Online analysis reporting tool (Read Only). Web Based Graphical Output Hyperion Application Link (Read Write) Smart View Microsoft Excel Add-in (Read Write) Extended Analytics (Read)
N-Tier
HFM is a multi tier system There are three tiers in total: Client Tier The main user interface, This is the way most users will interact with HFM from their workstations. Access methods mainly use HTTP(S) through the Internet Explorer Web Browser or through Microsoft Excel. Middle Tier - Application Servers and IIS Web application Servers layer, This is where all the data processing occurs and is the tier where html/asp pages are generated to be sent to the end user. Data Tier Consists of the relational Database tier. This is where all HFM data is stored. Benefits Scalability Reliability Efficiency
Database Server
N-Tier
MS Windows NT4/2000/XP IE6/IE7/Mozilla MS Office 2000/XP/2003 HFM Win32 Client HFM Smart View
WAN/LAN/Web HTTP
WAN/LAN DCOM
LAN OLE DB
2.
3.
Protocols
HTTP and HTTPS Hypertext Transfer Protocol (HTTP) is the method used to transfer or convey information on the World Wide Web. Used for communication between Internet Explorer/Excel Smartview workstations and the HFM Web Server. Nearly all functionality in HFM is accessible through the HFM Web site. Ports Used: HTTP = 80 & HTTPS = 443 DCOM and DCE/RPC Distributed Component Object Model (DCOM) is a Microsoft proprietary technology for software components distributed across several networked computers to communicate with each other. DCOM communication is the only way different components can talk with the core HFM processes. Ports Used: RPC = 135 and then a dynamic port range (This can be fixed for compatibility with firewall environments) OLE DB Object Linking and Embedding for Databases, is a means Microsoft uses for accessing different types of data stores in a uniform manner. HFM processes use a UDL file to interface with the database. Ports Used: MS SQL Server = 1433(TCP) & 1434(UDP) Oracle = 1521 1526 1575 1630
Lesson 3: Security/Authentication
HFM Security
Security for HFM is configured on three levels. The local security rights required by the HFM processes just to run, often a local user on the individual application servers. Often referred to as the DCOM user User Authentication - The actual End Users IDs and passwords this is normally the companys Primary Domain Controller. HFM Uses this to authenticate a user only. This can be NTLM (old) or MSAD or LDAP (eDirectory) User rights within HFM Financial Application. Once a users username and password has been verified, HFM checks the users rights to view certain data, to create delete information, to perform certain tasks.
Security Options
Authentication Providers Windows NT LAN Manager (NTLM) on NT 4.0 or higher Microsoft Active Directory (MSAD), Windows 2000 SP3 or higher Lightweight Directory Access Protocol (LDAP) version 3 or higher
Prerequisites
Relational Database Microsoft SQL Server Database and User Oracle Tablespace and User
Default: C:\Program Files\Hyperion Solutions\Hyperion Financial Management Clients will more than likely like to install to x:\Hyperion
The Installation
Optional: To specify database tablespaces where the Hyperion Financial Management data tables and indexes are created Maximum Number of pooled DB connections
If using a local user do not include a domain name. *If the user does not exist, then HFM will automatically create the user locally with all the required user rights to run the HFM Processes
Must be enabled when more than one Application server is being used
A Domain group. Members of this group will be given rights to create Applications. If blank then everyone can create applications within HFM.
A Domain group. Members of this group will be given rights to Perform Administrative Tasks e.g Manage Servers, View Users on system etc. If blank then everyone can create applications within HFM.
Data Source Name, Information to be used by Extended Analytics (Exporting of data to a second database to be used by e.g. by third party OLAP/Analysis Tools
MultiMulti-Server
The Multi-server option MUST be enabled when more then one HFM application server is used. Not enabling multi server support in a multi Application server environment will cause undesirable/erratic results. When more than one application server is used one of the application servers will appoint itself the Primary server. If the primary server is unavailable then one of the other servers will become the primary server. The primary server is the the server which keeps track of data locks and consolidation. In a multi server environment the application servers talk to each other. Information about the multiple active servers is kept in the Database.
UDL File
To create the udl file, Create a text document and rename it with the .udl extension.
Right click and Opening the UDL file will allow the correct provider to be selected and database user to be entered. Test Connection to see if the information is correct
Registry Setting
The configuration in formation is stored in the registry: HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Hyperion Financial Management\Server
HFM ASP Web Application Accessed through an Internet browser by the end user
Smart View Web Site files. Smart View is the Excel Add-in and connects using HTTP (s) This is usually installed on the same server as the HFM Web Site
Register the HFM Application Servers and Application Server Clusters here that you want this Web Server to connect to.
Links to other HFM products, which are selectable from within HFM
Configuring Smart View (Excel Add-in) AddSmartview Configuration will automatically create the HFMOfficeProvider
folder in IIS.
SmartView Timeout. Smartview timeout is not controlled by the HFMOfficeProvider virtual directory options in IIS.
1. The ASP Session Timeout setting on the HFM website. 2. Application Pool - Recycle worker processes (Minutes) - Disable this, When Enabled this recycles the application pool and all ASP session information is lost. 3. Application Pool - Recycle worker process (Number of Requests) Disable this, When Enabled this recycles the application pool and all ASP session information is lost. 4. Application Pool - Shutdown worker processes after being idle for (minutes), Should be set to the ASP Session timeout interval, if set shorter peoples sessions will be terminated before their ASP session timeout is reached.
Recycle worker process (Number of Requests) Disable this, When Enabled this recycles the application pool and all ASP session information is lost
Database Server