Hyperion Planning

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(1)Oracle® Hyperion Planning Fusion Edition 11.1.2: Installation and Configuration. y m. e d a. Student Guide. D63790GC11 Edition 1.1 October 2010 D69190. a r O. e l c. e l c a r O ly & On l a e n r s e t U n I. c A.

(2) Copyright © 2010, Oracle and/or it affiliates. All rights reserved.. Author Theresa Songco. Disclaimer. Technical Contributors and Reviewers Emilya Altman Shankar Viswanathan Dave Falasco Ron Reiley Aline Goetz. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. Restricted Rights Notice. Editor Susan Moxley. If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable:. Graphic Designer James Amitabh Hans Publisher Syed Imtiaz Ali. This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle.. U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.. y m. e d a. a r O. e l c. e l c a r O ly & On l a e n r s e t U n I. c A.

(3) Table of Contents. 0. Preface Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii Course Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii Course Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv Student Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv Activity Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv Related Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv. Lesson 1: Introduction to Planning. y m. Oracle’s Enterprise Performance Management System . . . . . . . . . . . . . . . . . . . . . . . 1-2 Information Delivery Layer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 EPM and BI Applications Layer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3 BI Foundation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3 Planning Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4 Planning Product Components Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5 Additional Products Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7 Planning Architecture Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9 Planning Adapters Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13 Foundation Services Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16 Shared Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16 Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17 Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17 Smart View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17 Calculation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18 Essbase Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19 Administration Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20 Provider Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20 Essbase Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20 Reporting and Analysis Framework Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-22 Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23 Web Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-24 Oracle Business Intelligence Suite Enterprise Edition . . . . . . . . . . . . . . . . . . . . . 1-24. e d a. a r O. e l c. e l c a r O ly & On l a e n r s e t U n I. c A.

(4) Table of Contents. Lesson 2: Preparing the Installation Environment Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 EPM System Installation Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4 Preparing the Work Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 Obtaining Third-Party Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 Planning the Deployment Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7 Example 1: Single Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7 Example 2: Distributed Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8 Example 3: Virtual Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-11 Classroom Architecture Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13 Preparing the Security Infrastructure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14 User Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15 Security API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15 Configuring SSL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16 Full Secure Socket Layer Deployment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17 SSL Terminating at the Web Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19 SSL Off-Loading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21 Two-Way SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23 Preparing Web Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-25 General Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26 Supported Web Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26 Preparing Web Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27 Oracle HTTP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28 Microsoft IIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28 Enabling Existing .NET 2.0 Framework (Windows 2003) . . . . . . . . . . . . . . . . . . 2-29 Preparing Web Browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-30 Preparing Server Disk Space and RAM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-32 Preparing Client Disk Space and RAM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34 Default Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-36. y m. e d a. e l c a r O ly & On l a e n r s e t U n I. c A. Lesson 3: Preparing the Software Requirements. Selecting a Supported Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Server Operating Systems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Client Operating Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Selecting a Supported Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Supported Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Products Requiring a Relational Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Classroom Database Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. e l c. a r O iv. 3-2 3-2 3-3 3-4 3-4 3-7 3-8. Planning 11.1.2: Installation and Configuration.

(5) Table of Contents. Accessing Oracle Software and Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10 Preparing the Required Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-11 Release Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13 EPM System Certification Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13 EPM System Software Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14 Preparing Third-Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17. Lesson 4: Installing Product Components EPM System Installer Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 Installation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3 Oracle HTTP Server Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3 Installing EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4 Reviewing System Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6 Specifying the Middleware Home Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8 Middleware Home Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9 EPM Oracle Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9 Installation Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10 Selecting an Installation Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10 Selecting the Products to Install. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12 Confirming Your Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14 Reviewing the Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15 Performing Silent Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16 Recording Response Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16 Modifying Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17 Executing Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18 Installing Foundation Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19 Shared Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20 Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20 Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21 Calculation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22 Installing Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23 Essbase Server and Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24 Administration Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24 Provider Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24 Essbase Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24 Installing Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25 Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25 Off-line Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O. Planning 11.1.2: Installation and Configuration. v.

(6) Table of Contents. Installing Reporting and Analysis Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Framework Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Web Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Reporting and Analysis Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installing Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Optional Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4-27 4-28 4-28 4-29 4-30 4-32 4-34. Lesson 5: Configuring Shared Services EPM System Configurator Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Configuration Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3 Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4 Configuration Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7 Configuring Products on a Single Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8 Configuring Products in a Distributed Environment . . . . . . . . . . . . . . . . . . . . . . . . 5-8 Configuring Products in an SSL-Enabled Environment . . . . . . . . . . . . . . . . . . . . . 5-8 Configuring Products in a Clustered Environment . . . . . . . . . . . . . . . . . . . . . . . . . 5-9 Performing Silent Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13 Recording Response Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13 Modifying Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15 Executing Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15 Running EPM System Configurator for Shared Services . . . . . . . . . . . . . . . . . . . . . 5-16 Configuring the Shared Services and Registry Database Connection . . . . . . . . . . . 5-17 Shared Services Registry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17 Specifying Database Connection Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18 Configuring EPM System Common Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20 Deploying to the Application Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22 Registering with Oracle Configuration Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24 Setting the Shared Services Admin User Password . . . . . . . . . . . . . . . . . . . . . . . . . 5-26 Configuring the Foundation Services Web Server. . . . . . . . . . . . . . . . . . . . . . . . . . . 5-27 Configuring External User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-28 Native Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-29 External Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-29 Configuring MSAD or LDAP User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-30 Configuring MSAD or LDAP Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-34 Configuring MSAD or LDAP Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-37 Provisioning Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-41 Available Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-42 Provisioning Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-44. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O vi. Planning 11.1.2: Installation and Configuration.

(7) Table of Contents. Deprovisioning Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-45 Generating Provisioning Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-46 Creating Application Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-48. Lesson 6: Configuring Performance Management Architect and Calculation Manager Configuring Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2 Configuring the Performance Management Architect Database . . . . . . . . . . . . . . 6-3 Deploying Performance Management Architect to the Application Server . . . . . . 6-5 Creating an Interface Datasource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7 Configuring Calculation Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9 Configuring the Calculation Manager Database . . . . . . . . . . . . . . . . . . . . . . . . . 6-10 Deploying Calculation Manager to the Application Server. . . . . . . . . . . . . . . . . . 6-12. Lesson 7: Configuring Essbase Configuring Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2 Configuring the Essbase Studio and Administration Services Database. . . . . . . . 7-4 Deploying Administration Services and Provider Services . . . . . . . . . . . . . . . . . . 7-6 Configuring the Essbase Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8 Externalizing Users in Administration Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10 Adding Essbase Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12. y m. e d a. Lesson 8: Configuring Planning. e l c a r O ly & On l a e n r s e t U n I. c A. Configuring Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enabling Separately Licensed Product Options. . . . . . . . . . . . . . . . . . . . . . . . . . . Configuring the Planning System Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Deploying Planning to the Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . Managing Planning Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8-2 8-3 8-4 8-6 8-8. Lesson 9: Configuring Financial Reporting, Web Analysis, and Workspace Configuring Financial Reporting and Web Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2 Configuring the Reporting and Analysis Database . . . . . . . . . . . . . . . . . . . . . . . . 9-4 Configuring Reporting and Analysis Framework Services. . . . . . . . . . . . . . . . . . . 9-6 Deploying Reporting and Analysis to the Application Server. . . . . . . . . . . . . . . . . 9-7 Configuring Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9 Integrating Products with Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10. e l c. a r O. Planning 11.1.2: Installation and Configuration. vii.

(8) Table of Contents. Lesson 10: Troubleshooting the EPM System Installation Troubleshooting Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2 Reviewing Hardware and Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4 Checking Release Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6 Identifying Port Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7 Starting and Stopping EPM Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8 Running EPM System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9 Viewing and Analyzing Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10-11 Troubleshooting Product-Specific Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-13 Troubleshooting Shared Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-13 Troubleshooting Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-14 Troubleshooting Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-14 Troubleshooting Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-15 Troubleshooting Performance Management Architect. . . . . . . . . . . . . . . . . . . . 10-15 Contacting Oracle Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-17. Lesson 11: Accessing Planning in Workspace. y m. Verifying the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-2 Starting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-3 Logging On to Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-5 Creating and Deploying Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-6 Managing Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-8 Creating Applications in Performance Management Architect. . . . . . . . . . . . . . .11-10 Creating Applications in Classic Application Administration . . . . . . . . . . . . . . . .11-12 Creating Essbase Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-14 Provisioning Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-16 Provisioning for Shared Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-17 Provisioning for Performance Management Architect . . . . . . . . . . . . . . . . . . . . .11-18 Provisioning for Calculation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-19 Provisioning for Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-19 Provisioning Users for Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-20 Provisioning for Reporting and Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-22 Configuring Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-24 Installing Smart View from Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-25 Accessing the Smart View Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-25 Types of Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-26 Connecting to Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-26. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O viii. Planning 11.1.2: Installation and Configuration.

(9) Table of Contents. Accessing Planning Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-27 Accessing Planning Applications in Workspace . . . . . . . . . . . . . . . . . . . . . . . . .11-28 Accessing Planning Applications in Smart View . . . . . . . . . . . . . . . . . . . . . . . . .11-30 Taking Forms Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-31 Accessing Planning Outlines in Administration Services . . . . . . . . . . . . . . . . . . .11-33. Lesson 12: Verifying the Reporting Installation Testing Financial Reporting Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2 Importing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4 Managing Financial Reporting Database Connections . . . . . . . . . . . . . . . . . . . . 12-6 Exporting Reports to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-7 Testing Web Analysis Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-8 Using POV Definitions in Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-10 Managing Web Analysis Database Connections . . . . . . . . . . . . . . . . . . . . . . . . 12-10. Lesson 13: Moving Classic Applications to Performance Management Architect. y m. Application Upgrade Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2 Moving Classic Applications to Performance Management Architect . . . . . . . . . . . . 13-3 Step 1: Reviewing the Welcome Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4 Step 2: Reviewing the Application Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-5 Step 3: Selecting Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6 Step 4: Reviewing the Upgrade Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-7 Step 5: Viewing Job Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-8 Step 6: Viewing Application Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-9 Step 7: Accessing the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-10. e d a. e l c a r O ly & On l a e n r s e t U n I. c A. Lesson 14: Performing System Maintenance. Backup and Recovery Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Assumed Knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Common Backup Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Backup Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Backing Up Databases and File Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Database Backup Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . File System Backup Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Recovery Sequence. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Backing Up Windows Registry Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. e l c. a r O. Planning 11.1.2: Installation and Configuration. 14-2 14-2 14-3 14-3 14-4 14-5 14-6 14-7 14-8. ix.

(10) Table of Contents. Backing Up and Recovering EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . 14-9 Workspace and Shared Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-9 Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14-11 Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-12 Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-13 Calculation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-14 Smart View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-14 Managing EPM System Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-15 Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-16 Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-19. Lesson 15: Performing Migrations with Lifecycle Management Lifecycle Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2 Migrating on Connected and Disconnected Environments . . . . . . . . . . . . . . . . . 15-4 LCM Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-5 LCM Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-6 About Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-7 Planning Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-8 Performance Management Architect Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . 15-10 Essbase Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15-11 Calculation Manager Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-12 Foundation Services Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-13 Viewing and Searching for Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-15 Application and Artifact Migration Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-17 Migration Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-18 Migration Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-19 Migrating Directly from One Application to Another . . . . . . . . . . . . . . . . . . . . . . 15-21 Migrating Applications to a File System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-23 Migrating Applications from the File System to a Destination Application . . . . . 15-25 Exporting and Importing Individual Artifacts for Editing . . . . . . . . . . . . . . . . . . . 15-27 Automating Migration Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-29 Running the Lifecycle Management Utility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-30 Accessing and Viewing Migration Status Reports . . . . . . . . . . . . . . . . . . . . . . . . . . 15-32 Viewing Audit Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-33. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O x. Planning 11.1.2: Installation and Configuration.

(11) Table of Contents. Appendix A: Integrating with Planning Integration Options Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2 Outline Load Utility Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3 Oracle Data Integrator Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7 Data Integration Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10 Financial Data Quality Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . A-12 Enterprise Resource Planning Integrator Overview. . . . . . . . . . . . . . . . . . . . . . . A-13 Installing FDM and ERP Integrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-15 Configuring FDM and ERP Integrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-16 Configuring Web Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17 Configuring the Task Manager and Application Server Components . . . . . . . . . A-19 Configuring Load Balance Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21 Configuring Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-23 Working with FDM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-25 Creating FDM Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-26 Installing Standard Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-28 Copying Standard Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30 Installing the Essbase Adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-32 Connecting to Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-34 Working with ERP Integrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-36 Creating the ERP Integrator Master Repository . . . . . . . . . . . . . . . . . . . . . . . . . A-37 Creating Logical Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-38 Creating Data Servers and Physical Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . A-39 Creating Contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-40 Configuring the ERP Integrator Work Repository . . . . . . . . . . . . . . . . . . . . . . . . A-41 Creating a Physical Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-41 Importing Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-42 Accessing ERP Integrator in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-43 Registering an ERP Integrator Source System . . . . . . . . . . . . . . . . . . . . . . . . . . A-44. y m. e d a. e l c a r O ly & On l a e n r s e t U n I. c A. Appendix B: Working with the Performance Management Architect File Generator Performance Management Architect File Generator Overview . . . . . . . . . . . . . . . . . . Creating an Import File from Planning Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . Creating an Import File from Performance Management Architect Applications . . . . . Creating an Import File from Microsoft Excel Files . . . . . . . . . . . . . . . . . . . . . . . . . . .. e l c. B-2 B-4 B-6 B-8. a r O. Planning 11.1.2: Installation and Configuration. xi.

(12) Table of Contents. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O xii. Planning 11.1.2: Installation and Configuration.

(13) Preface. 0. Welcome to Oracle® Hyperion Planning Fusion Edition 11.1.2: Installation and Configuration. Before you begin, please take a moment to review this section. The preface presents an overview of the following information: • Course objectives • Structure of the course • Course materials used in the class • Conventions used in the book. y m. • Additional resources to enhance your learning. e d a. • Relevant follow-up courses that you might want to attend. Course Objectives After completing this course, you should be able to:. e l c a r O ly & On l a e n r s e t U n I. c A. • Identify the Planning installation requirements • Install and configure Planning. Course Structure. Oracle® Hyperion Planning Fusion Edition 11.1.2: Installation and Configuration is a 3-day, instructor-led training course consisting of lectures, demonstrations, and hands-on exercises. In this course, the instructor presents a topic, and guides you through the exercises. Demonstrations and hands-on exercises reinforce the concepts and skills introduced during lectures.. a r O. e l c.

(14) Preface. Course Materials You use two books in class—the student guide and the activity guide. The instructor may also give you handouts.. Student Guide The student guide contains lessons. Each lesson begins with a list of objectives followed by the presentation of slides and accompanying text. The lesson ends with a summary of the topics covered in the lesson. The student guide contains appendices of material related to the course.. Activity Guide The activity guide has two sections—exercises and exercise solutions. • Exercises—A critical part of the learning process is the challenge of completing real tasks associated with each lesson. Each exercise is an opportunity to apply your knowledge. • Exercise Solutions—The exercise solutions present the detailed steps to complete the exercises.. y m. Conventions The following text conventions are used in this course book:. e d a. c A. • Text to be entered, options to be selected, names of files and modules, and menu selections are displayed in bold type. Examples:. e l c a r O ly & On l a e n r s e t U n I. - Select Clear Profile.. - Click YES to clear the profile.. • When available, figures are used to identify an object or task. Example: Click Edit. .. • Keyboard shortcuts are displayed as follows: Click OK or press Alt+O. • Alerts are used to direct your attention to different types of information.. e l c. a r O xiv. NOTE: A note provides related information, common mistakes, or cautions about the current topic.. Planning 11.1.2: Installation and Configuration.

(15) Preface. TIP: A tip provides information that helps you work more efficiently.. Additional Resources Use the following resources to enhance your learning: • Product documentation on the Oracle Technology Network: http://www.oracle.com/technology/documentation/epm.html • Oracle Learning Library: http://apex.oracle.com/pls/apex/f?p=OTNCR:1:0 Oracle provides the following user assistance with Enterprise Performance Management products: • Context-sensitive help—Click Help for context-sensitive help. • Help menu—From the Help menu in the software, access screen-level help, general product help, technical support, EPM documentation, oracle.com, and optionally Oracle User Productivity Kit.. y m. • My Oracle Support—Access release-specific Readme files.. e d a. • E-Delivery—Access release-specific installation documentation before downloading software.. c A. • Oracle Technology Network—Explore product documentation, get started with Java, PHP, Linux, and other industry-standard technologies, download free software, and read technical articles and notes authored by OTN members. You can also join discussion forums to request advice from Oracle engineers and other OTN members; listen to podcast interviews with Oracle engineers, customers, and partners; bookmark Technology and Developer Centers devoted to your area of interest; and subscribe to Developer e-mail newsletters.. e l c a r O ly & On l a e n r s e t U n I. • OTN Documentation Library—Download documentation for all Enterprise Performance Management products, including reference information and PDF and HTML versions of each deliverable.. Related Courses. The following courses are available:. e l c. • Oracle Hyperion Planning 11.1.2: Create & Manage Applications. a r O. • Oracle Essbase 11.1.2 Bootcamp. Planning 11.1.2: Installation and Configuration. xv.

(16) Preface. NOTE: Course names and learner paths may change. Visit www.oracle.com/education for the latest information.. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O xvi. Planning 11.1.2: Installation and Configuration.

(17) L E S S O N. 1. Introduction to Planning. 1. Objectives At the end of this lesson, you should be able to: • Describe Oracle's Enterprise Performance Management System • Describe Planning • Describe Foundation Services • Describe Essbase. y m. • Describe Reporting and Analysis. e d a. a r O. e l c. e l c a r O ly & On l a e n r s e t U n I. c A.

(18) Lesson 1. Introduction to Planning. Oracle’s Enterprise Performance Management System Information Delivery. EPM and BI Applications. BI Foundation. y m. Copy right © 2010, Orac le and/or its affiliates. All rights reserved.. e d a. c A. Oracle’s Enterprise Performance Management System. e l c a r O ly & On l a e n r s e t U n I. Oracle’s Enterprise Performance Management System (EPM System) is a complete, open, and integrated system that supports a broad range of analytic requirements. It includes three layers of capabilities—information delivery, EPM and business intelligence (BI) applications, and a common BI foundation.. Information Delivery Layer. This layer provides a complete set of information delivery and access capabilities, which are designed to address the needs of different types of users in an organization. These capabilities include interactive dashboards for executives and managers, ad hoc analysis tools for power users, Microsoft Office interfaces for finance users, and pixel-perfect reports and mobile support for casual users.. e l c. a r O 1-2. Planning 11.1.2: Installation and Configuration.

(19) Lesson 1. Introduction to Planning. EPM and BI Applications Layer This layer includes an integrated suite of market-leading performance management applications that are based on the Hyperion product suite. The applications address key strategic and financial performance management processes, including strategy management, planning and forecasting, financial close and reporting, and profitability management. This layer also includes integrated BI applications that can help users analyze data from enterprise resource planning (ERP) and customer relationship management (CRM) applications, as well as support industry-specific requirements.. BI Foundation The EPM and BI applications are integrated on a BI foundation that includes the following: • Common enterprise information model • Powerful, forward-looking analytics with Oracle© Essbase • Ability to integrate data from Oracle and non–Oracle databases and transactional systems. y m. • Enterprise dimension management application, which provides a single point of management for dimensions and hierarchies across EPM, BI, data warehouse, and other applications. e d a. c A. • Predictive analytics engine, which integrates BI with business processes. e l c a r O ly & On l a e n r s e t U n I. The BI foundation also leverages key technologies from Oracle Fusion Middleware, such as data integration, identity management, and process management.. e l c. a r O. Planning 11.1.2: Installation and Configuration. 1-3.

(20) Lesson 1. Introduction to Planning. Planning Overview Planning has the following features: • Multidimensional data structure • • • • • • •. Target setting and bottom-up planning Iterative planning cycles Modeling with complex business rules and allocations Accessible on the Web or Smart View Management of the planning cycle Currency conversion for multicurrency applications Metadata and data integration with other systems Copy right © 2010, Orac le and/or its affiliates. All rights reserved.. Planning Overview. e l c a r O ly & On l a e n r s e t U n I. y m. e d a. c A. Planning is an Excel and Web-based budgeting and planning solution that drives collaborative, event-based, operational planning processes through the organization for a wide range of financial and operational needs. Planners have the flexibility to adapt rapidly to changes in direction, ensuring that plans are always current, relevant, and functional. Decision makers and managers can communicate the course of action and collaborate with budget holders to optimize the planning process. Planning provides ease of use and deployment through the Web or Oracle® Hyperion Smart View for Office, Fusion Edition. Powered by Essbase, Planning uses a multidimensional data structure for flexible data collection and analysis. With Planning, you can integrate metadata and data with other external systems.. e l c. a r O. Planning also supports driver-based plans that are based on global assumptions, such as interest rates and head count.. 1-4. Planning 11.1.2: Installation and Configuration.

(21) Lesson 1. Introduction to Planning. Planning Product Components Overview • •. Foundation Services Performance Management Architect. • • •. Calculation Manager Smart View Workspace. • • •. Planning Offline Planning Essbase Reporting and Analysis. y m. Copy right © 2010, Orac le and/or its affiliates. All rights reserved.. Planning Product Components Overview. e l c a r O ly & On l a e n r s e t U n I. e d a. c A. Your organization can access deployed Planning applications through the Web client. To extend the power and flexibility of Planning, you use it with other Hyperion products. The following product components are delivered with Planning: • Oracle Hyperion Enterprise Performance Management System Installer • Oracle® Hyperion Foundation Services. • Oracle® Hyperion Enterprise Performance Management Architect, Fusion Edition • Oracle® Hyperion Calculation Manager. • Oracle® Hyperion Smart View, Fusion Edition. e l c. • Oracle® Enterprise Performance Management Workspace, Fusion Edition. a r O. • Oracle® Hyperion Planning, Fusion Edition and Offline Planning • Oracle® Essbase and Oracle Essbase Clients. Planning 11.1.2: Installation and Configuration. 1-5.

(22) Lesson 1. Introduction to Planning. • Hyperion Reporting and Analysis Framework • Oracle® Hyperion Financial Reporting, Fusion Edition • Hyperion® Web Analysis. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O 1-6. Planning 11.1.2: Installation and Configuration.

(23) Lesson 1. Introduction to Planning. Additional Products Overview • •. Workforce Planning Capital Asset Planning. • • •. Public Sector Budgeting Strategic Finance Financial Management. •. Financial Data Quality Management. Enterprise Performance Management Solutions D as hboarding and Sc orecarding Modeling. Planning, Budgeting, and Forecasting. Copy right © 2010, Orac le and/or its affiliates. All rights reserved.. Additional Products Overview. y m. Cons olidating and Reporting. e l c a r O ly & On l a e n r s e t U n I. e d a. c A. Several complementary Hyperion products are integrated with Planning, completing the Enterprise Performance Management solutions. • Oracle® Hyperion Workforce Planning, Fusion Edition—Handle workforce, salary, and compensation planning • Oracle® Hyperion Capital Asset Planning, Fusion Edition—Plan for new asset purchases and existing asset actions • Oracle® Hyperion Public Sector Planning and Budgeting, Fusion Edition— Prepare and maintain a comprehensive budget that includes position budgeting for personnel services, general operating, and capital budget components. e l c. • Oracle® Hyperion Strategic Finance, Fusion Edition—Test financial models, create contingency plans, and form alternative strategies. a r O. Planning 11.1.2: Installation and Configuration. 1-7.

(24) Lesson 1. Introduction to Planning. • Oracle® Hyperion Financial Management, Fusion Edition—Consolidate results, reduce the cost of regulatory reporting, and gain important insights into performance • Hyperion® Web Analysis—Transform data into insightful information through easyto-use, highly graphical displays and robust analytics • Oracle® Hyperion Financial Data Quality Management, Fusion Edition— Integrate and validate Planning with financial data from external source systems. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O 1-8. Planning 11.1.2: Installation and Configuration.

(25) Lesson 1. Introduction to Planning. Planning Architecture Overview Client. Server. Java application server. Web server. Services. Data. RDBMS. External Services. ODI/ERPI. Essbase cube. Legacy, ERP Systems. Copy right © 2010, Orac le and/or its affiliates. All rights reserved.. Planning Architecture Overview. e l c a r O ly & On l a e n r s e t U n I. y m. e d a. c A. Planning is a multitier application that combines the advantages of Essbase (a multidimensional database) and a relational database to optimize performance and maintenance. Client Tier The client tier contains Workspace, Smart View, Administration Services Console, Essbase Studio, Web Analysis Studio, and Financial Reporting Studio. You access Planning applications, Performance Management Architect applications, and reports through Workspace. Planning administrators and users enter data, perform process management, manage users and security, launch business rules, copy versions, develop data forms, and perform other administrative tasks on the client tier.. e l c. a r O. Planning 11.1.2: Installation and Configuration. 1-9.

(26) Lesson 1. Introduction to Planning. Server Tier The server application tier consists primarily of the following: • Java application and Web servers: - Shared Services - Performance Management Architect - Calculation Manager - Administration Services - Provider Services - Workspace - Financial Reporting - Web Analysis - Planning. y m. NOTE: The Web server can be on a separate machine or on the same machine as the Planning application server. The Web server enables you to access Planning applications from a Web client through a Web browser. The Web server uses Hypertext Transfer Protocol (HTTP) as the communications protocol.. e d a. • Services. e l c a r O ly & On l a e n r s e t U n I. c A. - Shared Services. - Performance Management Architect - Calculation Manager - Workspace - Essbase. - Essbase Studio. - Financial Reporting. e l c. a r O 1-10. Planning 11.1.2: Installation and Configuration.

(27) Lesson 1. Introduction to Planning. Data Tier The data tier consists of relational database management systems (RDBMS) and Essbase. The following products require a repository database: • Shared Services • Performance Management Architect • Calculation Manager • Reporting and Analysis Framework • Essbase Administration Services • Planning Planning requires a system database and a database for each deployed application. The Planning application database is used primarily to store the application’s definition. In addition, the following information is stored in the RDBMS: • Application framework* • Dimensions, dimension members, and properties*. y m. • Exchange rates*. e d a. • Member access (security filters)* • Data form design definitions • Planning units • Annotations (planning unit, account, and cell text). e l c a r O ly & On l a e n r s e t U n I. c A. • Supporting details. • Workflow and task lists • Audit tracking and logs • Business rules • Allocations. • Copy versions. • Specialized modules. e l c. NOTE: Items with an asterisk (*) are updated to the Essbase databases during application refreshes.. a r O. Planning 11.1.2: Installation and Configuration. 1-11.

(28) Lesson 1. Introduction to Planning. The Essbase database stores the following information: • Security • Planning data and metadata • Calculation scripts. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O 1-12. Planning 11.1.2: Installation and Configuration.

(29) Lesson 1. Introduction to Planning. Planning Adapters Overview • •. Oracle Data Integrator Financial Data Quality Management. y m. Copy right © 2010, Orac le and/or its affiliates. All rights reserved.. Planning Adapters Overview. e l c a r O ly & On l a e n r s e t U n I. e d a. c A. You can connect and integrate Planning with any database through the Oracle Data Integrator (ODI) Adapter for Planning or the Financial Data Quality Management (FDM) Adapter for Planning. Adapters are predefined software components that communicate with various source and target applications. Each adapter is programmed to integrate with a specific source or target system. Oracle Data Integrator After installing ODI, you can perform the following tasks to integrate Planning with an external data source:. e l c. • Defining data servers—You define data servers for connecting to a Planning server in the Topology Manager. When defining data server connections, you specify a connection name, the technology used, the server host and port address, user name, and password.. a r O. Planning 11.1.2: Installation and Configuration. 1-13.

(30) Lesson 1. Introduction to Planning. • Defining physical and logical schemas—You can define physical schemas corresponding to a Planning application and logical schemas on which models are based for each defined data server. After defining physical and logical schemas, you create a context to link the two schemas. • Reverse-engineering Planning applications—You reverse-engineer Planning applications through the Reverse-engineering Knowledge Module (RKM) to create an Oracle Data Integrator model that includes a data store for each dimension in the application. The RKM connects to the application, determined by the logical schema and context, and imports a data store for each dimension in the application and a data store called UDA for UDA loading. • Creating interfaces for data stores—You can use the imported data stores as interface targets for loading data and metadata into a Planning application. • Chaining interfaces into packages—You can chain interfaces into packages to consolidate a set of processes that you need to run. • Loading data and metadata—Planning applications are structured with dimensions and dimension members. Before you can load data values for members, you must first load metadata. You can load members only to dimensions that exist in Planning. You must use a separate interface for each dimension that you load. After loading dimension members, you must refresh the Essbase database to reflect your changes. After updating the Essbase database, you can run interfaces to load data into Planning.. y m. e d a. c A. The Oracle Data Integrator uses the following interfaces to perform tasks: • Topology Manager—enables you to define server connections.. e l c a r O ly & On l a e n r s e t U n I. • Designer—enables you to define data stores, and load data and metadata into data stores. Financial Data Quality Management Financial Data Quality Management (FDM) is a Web-based solution that helps finance users to develop standardized financial data management processes. Its data preparation server can ease integration and validation of financial data from any source system. To further reduce data integration costs and data mapping complexities, FDM includes EPM System adapters for a variety of source and target systems.. e l c. a r O 1-14. Planning 11.1.2: Installation and Configuration.

(31) Lesson 1. Introduction to Planning. You can use FDM to feed source-level financial data into Planning. Refer to Appendix B: Installing and Configuring Financial Data Quality Management for more information on: • Running the installation • Configuring FDM components • Creating applications • Installing the Planning adapter • Connecting to Planning applications. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O. Planning 11.1.2: Installation and Configuration. 1-15.

(32) Lesson 1. Introduction to Planning. Foundation Services Overview. Shared Services. Performance Management Architect. Workspace. Calculation Manager. Smart View. Copy right © 2010, Orac le and/or its affiliates. All rights reserved.. Foundation Services Overview. e l c a r O ly & On l a e n r s e t U n I. y m. e d a. c A. Foundation Services is a modular suite of integrated applications that support a common workspace and a common security and metadata management, enabling a single point of maintenance for efficient management and ownership services. The suite provides a consistent source of information and change control across the enterprise through centralized application and application group management, user and group provisioning, and data integration tools.. Shared Services. Shared Services integrates Hyperion products to provide user provisioning, life cycle management, and task flow management. It also provides the Shared Services Registry, a central repository that simplifies product configuration by storing and reusing information for most installed Hyperion products.. e l c. a r O 1-16. Planning 11.1.2: Installation and Configuration.

(33) Lesson 1. Introduction to Planning. Performance Management Architect Performance Management Architect is a feature set in Planning that enables you to manage, create, and deploy Hyperion applications within one interface. Using the Data Synchronization feature in Performance Management Architect, you can create data movement synchronizations between Hyperion applications, data mappings for reuse, and flat file and staging area mappings to import data into Hyperion applications.. Workspace Workspace is the Web-based common user interface for Hyperion products. It enables users to work with Hyperion-authored content that is created with Reporting and Analysis and with third-party documents such as Microsoft Word and Excel files. You access Planning through Workspace. Workspace has the following key features: • Dynamic HTML (DHTML), zero footprint client • File system paradigm to access content. y m. • Interface for common Reporting and Analysis administration task. e d a. • Access point for Performance Scorecard. • Support for Reporting and Analysis authoring studios and third-party documents. Smart View. e l c a r O ly & On l a e n r s e t U n I. c A. You can use Smart View to enter and analyze data in Microsoft Office. Smart View provides integration with Microsoft Office, not only for Planning but also for Financial Management, Essbase, Web Analysis, Financial Reporting, Interactive Reporting, and SQR Production Reporting. Tasks that previously were repeated across products are now performed only once. Tight integration with Smart View enables you to perform the following tasks: • Import content into Microsoft Excel, Word, PowerPoint, and Outlook • Use Office smart tags to add single data values and import reports • Distribute and share Office documents by logging on only once to the data source. e l c. • Expose functions for Financial Management and Essbase Analytics content in Word, PowerPoint, and Outlook. a r O. Planning 11.1.2: Installation and Configuration. 1-17.

(34) Lesson 1. Introduction to Planning. Calculation Manager Calculation Manager is a calculation engine of Performance Management Architect that enables you to create, validate, and launch complex calculations that you can use in your Planning application. It provides a graphical interface for ease of use. Here are the types of objects that can be calculated in Calculation Manager: • Rules containing different calculations that are grouped in components • Rule sets containing rules that can be calculated simultaneously or sequentially • Components containing formulas, scripts, conditions, ranges, and loops. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O 1-18. Planning 11.1.2: Installation and Configuration.

(35) Lesson 1. Introduction to Planning. Essbase Overview • •. Essbase server Essbase client. • • •. Administration Services Provider Services Essbase Studio. y m. Copy right © 2010, Orac le and/or its affiliates. All rights reserved.. Essbase Overview. e l c a r O ly & On l a e n r s e t U n I. e d a. c A. Essbase is a multithreaded online analytical processing (OLAP) database software using symmetric multiprocessing hardware platforms. It is based on a Web-deployable, thinclient architecture. Components of Essbase:. • Essbase server acts as a shared resource, handling all data storage, caching, calculations, and data security. • The following Essbase client components enable you to connect to the Essbase server and perform administrative and analytic tasks on server objects. - Spreadsheet Add-in is a software program that merges seamlessly with Microsoft Excel. By using Spreadsheet Add-in, you can access Essbase data and perform ad hoc reporting on analytic databases.. e l c. a r O. Planning 11.1.2: Installation and Configuration. 1-19.

(36) Lesson 1. Introduction to Planning. - MaxL DDL is a multidimensional database definition language for Essbase. You make requests to Essbase by using English-like statements rather than commands. - Data Mining, an optional product component of Essbase, shows you hidden relationships and patterns in your data. You can plug in various data mining algorithms, build models, and apply them to Essbase applications and databases. Planning uses Essbase to store dimension hierarchies and consolidate data.. Administration Services Administration Services is the robust, cross-platform framework for managing and maintaining Essbase. It provides a single point of access for viewing, managing, and maintaining Essbase servers and Administration servers. Components of Administration Services: • Administration Services server provides access to Essbase through Essbase Administration Services Console. • Essbase Administration Services Console provides wizards, editors, dynamic menus and other tools to help you implement, monitor, and maintain Essbase solutions.. y m. e d a. After deploying a Planning application, you can review the resulting Essbase application in Essbase Administration Services Console.. Provider Services. c A. Provider Services is a 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.. e l c a r O ly & On l a e n r s e t U n I. Essbase Studio. Essbase Studio simplifies cube construction by delivering a single environment for performing tasks related to data modeling, cube designing, and analytic application construction. With a wizard-driven user interface, Essbase Studio supports modeling of the various data source types from which Essbase applications are typically built. With a wizard-driven user interface, Essbase Studio supports modeling various data source types from which Essbase applications are typically built, making it a single point from which all cube-related data modeling can be performed.. e l c. a r O 1-20. Planning 11.1.2: Installation and Configuration.

(37) Lesson 1. Introduction to Planning. A common metadata repository captures all metadata related to all Essbase applications allowing the reuse of metadata at the lowest level of granularity. The repository gives contains the common metadata shared across the various applications enterprise-wide. Essbase Studio supports lineage tracking through a rich graphical view of the metadata relationships, allowing users to follow application lineages to their metadata components and data sources.. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O. Planning 11.1.2: Installation and Configuration. 1-21.

(38) Lesson 1. Introduction to Planning. Reporting and Analysis Framework Overview. Financial Reporting. Web Analysis. y m. Copy right © 2010, Orac le and/or its affiliates. All rights reserved.. Reporting and Analysis Framework Overview. e l c a r O ly & On l a e n r s e t U n I. e d a. c A. Planning leverages Foundation Services and Reporting and Analysis modules to integrate data from multiple sources; and provide dashboards, reporting, and analysis. You access Reporting and Analysis through Web clients and Windows clients. Web clients are built on J2EE technology and consist of the following Web applications: • Workspace Web application—This application is the container for Web applications. • Shared Services Web application—This application is a foundation for Hyperion products. You can access Shared Services through its own Web interface.. e l c. a r O 1-22. Planning 11.1.2: Installation and Configuration.

(39) Lesson 1. Introduction to Planning. Windows clients consist of the following applications: • Authoring studios—Each reporting tool provides a Windows application for developing specialized reports. • Administration Services Console—Essbase provides management and data analysis engines for its multidimensional database. You can access Essbase through Administration Services and the Administration Services Console. The following table lists Reporting and Analysis modules and their features: Module. Features. Financial Reporting. Specialized financial reporting module with predefined formatting and built-in financial intelligence that enables users to quickly assemble and publish report books for management control and regulatory fillings. Web Analysis. Front-end analysis tool that enables users to explore business data for growth and profit opportunities, uncover emerging problems, and test solutions before using them. Essbase. Essbase Analytics: Enterprise analytic infrastructure for financial analysis, spending analysis, customer behavior analysis, product profitability, or workforce analysis. y m. Aggregate Storage Mode: Real-time analytical engine with data scalability to support enterprise analysis. e d a. Interactive Reporting. Query and reporting tool with Web-enabled dashboard interface and ability to secure content based on different users. SQR Production Reporting. Reporting tool that generates and manages large-volume reports, and allows users to distribute reports to diverse audiences over the Web. e l c a r O ly & On l a e n r s e t U n I. c A. In this class, you install Financial Reporting and Web Analysis.. Financial Reporting. Oracle Hyperion products support multiple types of reporting and analysis through a personalized, intuitive, and interactive thin-client workspace. With Financial Reporting, you can graphically design and present analytic data. You can design traditional financial report formats, such as cash management reports, profit and loss statements, and balance sheets. You can also design nontraditional formats for financial or analytic data that includes text and graphics.. e l c. a r O. Planning 11.1.2: Installation and Configuration. 1-23.

(40) Lesson 1. Introduction to Planning. The following are key features of Financial Reporting: • Flexible range of output options • Scalable, cross-platform, server-based report generation • Graphical, object-based, report creation with simultaneous access to multiple Hyperion data sources • Objects that are reusable across multiple reports • Book creation for similar reports • Dynamic scheduling that enables automated reporting. Web Analysis Web Analysis provides a Web interface for advanced report design. The interface offers drag-and-drop tools to create personalized reports for a broad range of analytic applications, such as sales analysis, product profitability, key performance management, and dashboards. Web Analysis interacts with data stores from Essbase, Financial Management, Planning, and relational databases.. Oracle Business Intelligence Suite Enterprise Edition. y m. e d a. Oracle Business Intelligence Suite Enterprise Edition Plus (Oracle BI EE Plus) is a comprehensive suite of enterprise BI products that delivers a full range of analysis and reporting capabilities. Featuring a unified, highly scalable, modern architecture, Oracle BI EE Plus provides intelligence and analytics from data spanning enterprise sources and applications—empowering the largest communities with complete and relevant insight.. e l c a r O ly & On l a e n r s e t U n I. c A. Oracle BI EE Plus bundles key Oracle Hyperion reporting products for integrated reporting with Oracle Hyperion financial applications.. e l c. a r O 1-24. Planning 11.1.2: Installation and Configuration.

(41) Lesson 1. Introduction to Planning. Summary In this lesson, you should have learned to: • Describe Oracle's Enterprise Performance Management System • Describe Planning • Describe Foundation Services • Describe Essbase • Describe Reporting and Analysis. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O. Planning 11.1.2: Installation and Configuration. 1-25.

(42) Lesson 1. Introduction to Planning. y m. e d a. e l c. e l c a r O ly & On l a e n r s e t U n I. c A. a r O 1-26. Planning 11.1.2: Installation and Configuration.

(43) L E S S O N. 2. Preparing the Installation Environment. 2. Objectives At the end of this lesson, you should be able to: • List the items required for the installation environment • Compare installation architecture options • Identify the supported user directories • Describe the supported SSL configurations. y m. • Identify the supported Web application servers • Identify the supported Web servers. e d a. • Name the supported Web browsers. c A. • Identify the server disk space and RAM requirements • Identify the client disk space and RAM requirements. e l c a r O ly & On l a e n r s e t U n I. • List the default ports used by the EPM System software. a r O. e l c.

(44) Lesson 2. Preparing the Installation Environment. Installation Overview An EPM System installation typically follows this workflow: 1. Plan the installation and perform the prerequisite tasks. 2. Ensure that the installation environment meets the system requirements. 3. Prepare the installation files. 4. Install EPM System products. 5. Configure EPM System products. 6. Confirm that EPM System services are started. 7. Validate the installation using Oracle's Hyperion Enterprise Performance Management System Diagnostics. 8. Perform required post-configuration tasks for the products that you installed. 9. Enable external authentication and provision users. Copyright © 2010, Oracle and/or its affiliates. All rights reserved.. Installation Overview. e l c a r O ly & On l a e n r s e t U n I. y m. e d a. c A. Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition installs components on three tiers: • Client tier • Services tier. • Web tier, which includes the Java Application Server tier and the Web server tier Additionally, when you configure EPM System products, you set up databases on a data tier.. e l c. a r O 2-2. Planning 11.1.2: Installation and Configuration.

(45) Lesson 2. Preparing the Installation Environment. EPM System Installation Workflow An EPM System Installation typically follows the workflow described in the guides noted in the following table: Task. Reference. Plan the installation and perform prerequisite tasks.. “Installation Planning Checklist” in Oracle Hyperion Enterprise Performance Management System Installation Start Here. Meet the system requirements. Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/ hyperion-supported-platforms.html). Prepare the installation files. Chapter 2, “Preparing for Installation”, in Oracle Hyperion Enterprise Performance Management System Installation Release 11.1.2 Installation and Configuration Guide. Install EPM System products. Chapter 3, “Installing EPM System Products”, in Oracle Hyperion Enterprise Performance Management System Installation Release 11.1.2 Installation and Configuration Guide. Configure EPM System products. Chapter 4, “Configuring EPM System Products”, in Oracle Hyperion Enterprise Performance Management System Installation Release 11.1.2 Installation and Configuration Guide. Confirm that EPM System services are started. e d a. c A. Chapter 6, “Starting and Stopping EPM System Products”, in Oracle Hyperion Enterprise Performance Management System Installation Release 11.1.2 Installation and Configuration Guide. e l c a r O ly & On l a e n r s e t U n I. Validate the installation using Oracle’s Hyperion Enterprise Performance Management System Diagnostics. Chapter 7, “Validating the Installation”, in Oracle Hyperion Enterprise Performance Management System Installation Release 11.1.2 Installation and Configuration Guide. Perform any required postconfiguration tasks. Chapter 8, “Performing Post-configuration Tasks”, in Oracle Hyperion Enterprise Performance Management System Installation Release 11.1.2 Installation and Configuration Guide. Enable external authentication and proivision users. Oracle Hyperion Enterprise Performance Management System User and Role Security Guide. (Optional) Complete your SSL implementation. Oracle Hyperion Enterprise Performance Management System User and Role Security Guide. e l c. a r O. y m. Planning 11.1.2: Installation and Configuration. 2-3.

(46) Lesson 2. Preparing the Installation Environment. Installation Checklist • •. Preparing the work area Obtaining third-party licenses. • • •. Preparing software Gathering required documentation Preparing the hardware. • • •. Preparing databases Preparing the security infrastructure Setting up Web application servers and Web servers. • •. Resolving ports Preparing for product configuration. y m. Copyright © 2010, Oracle and/or its affiliates. All rights reserved.. Installation Checklist. e l c a r O ly & On l a e n r s e t U n I. e d a. c A. Use the Installation checklist to prepare for installing Hyperion products. To ensure a smoother, faster installation, Oracle recommends that you review the checklist at least one week prior to installation. If your company is working with a consultant, Oracle recommends reviewing the checklist several weeks prior to installation. Refer to Chapter 3, “Installation Planning Checklist” in the Oracle Hyperion Enterprise Performance System Installation Start Here Guide. The succeeding topics and lesson discuss sections of the Installation Checklist.. e l c. a r O 2-4. Planning 11.1.2: Installation and Configuration.

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