In this exercise you will create the Hyperion Planning Relational
Database Repository which stores Planning metadata and security and then a Data Source. Each Planning application must be associated with a Data Source, which links the relational database and the Essbase server.
Start Services…
1. For the exercises in this section, start following services (see Appendix A.1 for specific instructions on starting the necessary services)
OracleOraDb11g_home1TNSListener
OracleServiceORCL
Hyperion Foundation OpenLDAP
Hyperion Foundation Shared Services
Hyperion Apache 2.0
Hyperion Workspace - Web Application
Hyperion Workspace - Agent Service
Hyperion RMI Registry
Hyperion Planning - Web Application
Hyperion Essbase Services 11.1.1 - hypservice_1
Hyperion Administration Services - Web Application
Hyperion Provider Services - Web Application
At end of Day, Stop Services in reverse order before Shut Down of virtual image to help avoid Shared Services corruption issues.
Start at Demo Drive Homepage…
2. Double-click on the Demo Drive Homepage shortcut found on the Demo Drive desktop (see below)
Create Tablespace…
3. On the left-hand side of page, expand Oracle Database DemoUtilities and click on Create Tablespace to display C:\Home\CreateTablespace.html page on right as shown below.
4. Click on Create Tablespace link at the bottom of page on the right to open
C:\DemoUtilities\3PS\Database\Oracle\create_tablespace\Admin folder
Double-click on RunCreateTablespace.exe Create Tablespace Utility dialog box displays:
5. Enter Tablespace Name - AutoPlan and click OK button.
OK Pressed dialog box displays:
Click OK button and wait several seconds.
Process finished dialog box displays:
Click OK button and leave Create Tablespace Utility dialog box open.
6. Return to C:\Home\CreateTablespace.html page and click on Logs link on the right to open
C:\DemoUtilities\3PS\Database\Oracle\create_tablespace\Logs folder
Double-click on log.txt to open file in Notepad.
7. Scroll down to end of file and confirm that Tablespace created successfully.
8. Close the log.txt file and
C:\DemoUtilities\3PS\Database\Oracle\create_tablespace\Logs folder
9. Create EPMa tablespace repeating steps 4-7 using EMPaPlan instead of AutoPlan.
10. Click on Quit button to close Create Tablespace Utility dialog box.
Quit Pressed dialog box displays:
Click OK button
11. Close the
C:\DemoUtilities\3PS\Database\Oracle\create_tablespace\Admin folder
Create User…
12. Back on Homepage, on the left-hand side of page, expand Oracle Database DemoUtilities and click on Create User to display C:\Home\CreateUser.html page on right as shown below.
13. Click on Create User link at the bottom of page on the right to open C:\DemoUtilities\3PS\Database\Oracle\create_user\Admin folder
14. Double-click on RunCreateUser.exe Create Tablespace Utility dialog box displays:
15. Enter Oracle user – AutoUser and User password –
Demov52. Leave default entries USERS and TEMP unchanged and click OK button.
OK Pressed dialog box displays:
Click OK button and wait several seconds.
Process finished dialog box displays:
16. Return to C:\Home\CreateUser.html page and click on Logs link on the right to open
C:\DemoUtilities\3PS\Database\Oracle\create_user\Logs folder
Double-click on log.txt to open file in Notepad.
17. Scroll down to end of file and confirm that Grant succeeded..and Commit complete messages displayed. Do not be concerned about error - ORA-30041: Cannot grant quota on the tablespace
18. Close the log.txt file and
C:\DemoUtilities\3PS\Database\Oracle\create_user\Logs folder
19. Click on Quit button to close Create User Utility dialog box.
Quit Pressed dialog box displays:
Click OK button
20. Close the C:\DemoUtilities\3PS\Database\Oracle\create_user\Admin folder
Create Data Source…
21. On the left-hand side of Home page, collapse Oracle Database Utilities and click on Home
22. On right, select Oracle EPM Workspace link under Workspace
Notes:
- you can also access Oracle EPM Workspace directly from Internet Explorer Favorites
- 1st time you access Workspace, you should see message
“Pop-up blocked. To see this pop-up or additional options click here …”. Select “Always Allow Pop-ups from This Site…” or Setting > Turn Off Pop-up Blocker
http://demodrive:19000/workspace/index.jsp page displays:
Enter User Name: demoadmin and Password: Demov52
23. Click on Navigate menu (in upper left-hand corner), select Administer > (scroll down) Classic Application
Administration > Planning Administration
Classic Application Wizard page displays:
Click Manage Data Source button.
New page displays:
Collapse pane on left and click Create Data Source button.
24. Data Source definition page displays:
Enter values as shown above:
Data Source Name *: AutoPlan Select Database Platform – Oracle Application Database
Server *: demodrive Port *: 1521
Database *: ORCL User *: AutoUser Password *: Demov52 Essbase Server
25. Click Validate Database Connection button on bottom left.
Message at top should be displayed:
The database connection was successful.
Click the
Server *: demodrive User *: demoadmin Password *: Demov52
after message to clear message.
Click Validate Essbase Connection button on bottom right.
Message at top should be displayed:
The Essbase connection was successful.
Click the after message to clear message.
Click Finish button in bottom right-hand corner.
The previous page with message at top should be displayed:
Data source AutoPlan was created successfully Click the after message to clear message.
Create Application…
26. From Classic Application Wizard page, following successful creation of the AutoPlan Data Source, click the Create Application button in the bottom right-hand corner.
27. Page displays with 5 tabs starting with Select tab;
Enter values as shown above:
Data Source – AutoPlan Application – AutoPlan
Shared Services Project – Planning Instance – PLN
Sample Application unchecked Click the Next button.
28. Page displays with Calendar tab:
Enter values as shown above:
Base Time Period – 12 Months Fiscal Start Year – 2004
Fiscal Start Month – January
Weekly Distribution – 4-4-5 Distribution Total Years – 3
Click the Next button.
29. Page displays with Currencies tab:
Under Will your application support multiple currencies? Select No
Click the Next button.
30. Page displays with Plan Types tab:
Enter values as shown above:
Plan Type 1 – AutoFin Plan Type 2 – AutoHR
Plan Type 3 – unchecked and Name deleted
Click the Next button.
31. Page displays with Finish tab displaying summary of selected settings:
Click the Finish button.
Be patient! This process will require ~ 1 minute.
Congratulations page displays:
Click on 1st link to refresh workspace Navigate->Applications menu
32. At this point the Planning tables will be created in the Planning Relational Database Repository. To view tables, click Start > All Programs > Oracle – Client > SQL Developer.
Right-click on Connections and select New Connection
33. The New / Select Database Connection dialog box displays:
Enter:
Connection Name – AutoPlan User – AutoUser
Password – Demov52 Change SID from xe to ORCL
Click Save button and then Connect button
34. On left-hand pane, expand AutoPlan and Tables.
Select HSP_CALENDAR table and on right-hand pane select the Data tab.
You will see information entered during the Create Application process such as FIRST_YEAR - 2004 and NUM_YEARS – 3 Close SQL Developer.
Register Application…
35. Click on Navigate > Applications > (scroll down) Planning
> AutoPlan
The 1st time it will take a number of seconds for applications to appear after you select Applications.
The AutoPlan page displays.
36. From menu bar on AutoPlan page, select Administration >
Register Application G
Register Application page displays:
Select AutoPlan and click Register Application button.
Register Application pop-up window displays:
For Select Shared Services Project: select Planning and click OK button.
Back on Register Application page message at top should be displayed:
Applications successfully registered.
Click the after message to clear message.
Click Finish button in bottom right-hand corner.
Create Database…
37. Click on Navigate > Applications > (scroll down) Planning
> AutoPlan. From menu bar on AutoPlan page, select Administration > Manage Database B
Manage Database page displays:
Select Database checkbox and click Create button.
WARNING message displays:
Click Create button.
Cube Refresh/Create in Progress displays:
When Create Complete message displayed, click Finish button.
38. At this point the Essbase databases related to AutoPlan application have been created. Open Essbase Administration Services Console and View AutoPlan:AutoFin Outline to see Dimensions and Members.
Close Outline Viewer.