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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
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
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
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
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
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
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Hyperion System 9 BI+ Financial Reporting Server Hyperion System 9 Planning Server Hyperion System 9 Shared Services Server Web Server
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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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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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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
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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:
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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
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R&A
Planning
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Logon to Workspace and goto Administer >Classic Application Administration -> Planning Administration
http://<server-name>/workspace/index.jsp
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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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
Minimum 1 Plan Type Specify Plan Type names for upto 3 Plan Types
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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
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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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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Backup:
For Recovery:
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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:
Backup:
Backup Planning database Essbase Security File Essbase Configuration File Essbase Application backup Planning installation directory and all sub-folders e.g. \Hyperion\Planning
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:
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Backup:
Recovery:
Required Dimensions
Currency HSP_Rates
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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 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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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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Time Periods
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
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
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
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Account Types
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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
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User Authentication
Need a valid username and password Can be external or internal
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:
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:
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Access Options
Task List:
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Reviewer Actions
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Backup the source SS repository and restore it in target environment Use SS Import/Export command line utility
<HYPERION_HOME>\common\utilities\cssImportExportUtility
Source Planning repository Export business rules, calc scripts and outline using EAS Export data into files
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
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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