Hyperion Planning 9.3

May 2009

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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

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Key Features and Benefits

Web Architected Data Entry Reporting Process Management Server based application functionality – thin client

Benefits Zero footprint – No software to load on clients Low TCO Anytime, anywhere access Extended Enterprise Planning enabled

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Key Features and Benefits

Process Management Tracks the status Manages the plan progress Web Enabled

Benefits 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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Key Features and Benefits

Business Rules Graphical rules and planning methods builder Documentation provided Sophisticated calculations

Benefits 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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Key Features and Benefits

Powered by Hyperion Essbase Multi-dimensional OLAP engine Analytic and calculation functions Multi-cube application support Scalable and open

Benefits Common analytic platform Industry leading technology Integrates planning with custom Hyperion Essbase

applications

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Hyperion Planning - Architecture

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Hyperion Planning – Administrator Client

Classic Application Wizard Create Application Delete Application Register Application

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Hyperion Planning - Workspace

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

Entering Data, Supporting Details and Annotations

Workflow Managing the Planning Process Copy Data between Versions

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Hyperion Planning – Application Tier

The Application tier consists primarily of these servers: Hyperion System 9 BI+ Financial Reporting Server Hyperion System 9 Planning Server Hyperion System 9 Shared Services Server Web Server

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Hyperion Planning – Database Tier

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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Hyperion Planning – Product Components

Hyperion System 9 Planning Hyperion Essbase Analytics Hyperion Essbase Anaytics Administration

Services Hyperion Business Rules Hyperion Smart View for Office Hyperion Financial Reporting Hyperion Shared Services

Installing Hyperion Planning

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Hyperion Planning – Product Sequence

Hyperion Shared Services Hyperion Essbase Hyperion Essbase Analytics Administration

Services Hyperion Reporting & Analysis Services (Core

Services) Hyperion R&A UI Services (Workspace) Hyperion Planning Hyperion Enterprise Performance

Management (EPM) Architect

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Installing Hyperion Shared Services

Run the Installer Configure Database Deploy to Application Server Check for the installation

Login to http://<hostname>:58080/interop/index.jsp Username – admin Password - password

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Installing Hyperion Essbase

Run the Installer Select Product Options Register with Shared Services

Username – admin Password - password

Register Essbase as Windows Service Username – hyperion Password - password

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Installing Hyperion Essbase AAS

Run the Installer Configure Database Register with Shared Services

Username – admin Password - password

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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Installing Hyperion R&A (Core Services)

Run the Installer Install in Hyperion\BIPlus directory

Register with Shared Services Username – admin Password - password

Product Options Configure Database Deploy to Application Server

Workspace: 45000 Financial Reporting: 8200 Web Analysis: 16000

Install R&A Client Install in Hyperion\BIPlusClient directory

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Installing Hyperion R&A (UI Services)

Run the Installer Install in Hyperion\BIPlus directory

Configure Web Server Web Server – IIS/Apache Financial Reporting: 8200 Web Analysis: 16000 Performance Scorecard: 18080 Planning: 8300 BPM Architect: 19091 HTTP Port

IIS: 80 Apache: 19000

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Configure R&A: IIS Web Server

Goto IIS Default Web Site and ensure the following virtual directories are present: InsightInstaller – Hyperion\BIPlus\Appserver\InstalledApps\

workspace_static\zeroadmin\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”: Active Server Pages ASP.Net v.2.x jakarta WebDAV

Ensure that “World Wide Web Publishing” service is started

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Installing Hyperion Planning

Run the Installer Register with Shared Services

Username – admin Password - password

Deploy to Shared Service Configure Database Deploy to Application Server

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Configuring Hyperion Planning

Product Instance Registration Instance name: Assign a name Web tier host name: Server name/load balancer name

(for multi-server environment) Server Port: 8300

Configure a data source For every Planning application, it creates a link to

relational database and Essbase Configure Relational database Configure Essbase server details

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Configure Planning – Provision User

Create a project in Shared Services for Planning

Provision the user (e.g. hyperion): R&A

R&A Administrator R&A Global Administrator

Planning Application Creator Dimension Editor

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Sequence to start Hyperion Services

Hyperion Open LDAP Hyperion Shared Services Hyperion BI+ Core Services EPMA Hyperion Analytic Services Hyperion Administration Services Hyperion BI+ Interactive Reporting Services Hyperion BI+ Workspace Hyperion RMI Registry Hyperion Planning

Creating the Planning Application

Classic Planning Application

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Create a Planning Application

Logon to Workspace and goto Administer ->Classic Application Administration -> Planning Administration http://<server-name>/workspace/index.jsp

Click on Create Application button: Select Data source

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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Create a Planning Application – Cont’d

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

Specify Currencies Whether multi-currency application

Specify Plan Types – Separate Databases in Essbase Minimum 1 Plan Type Specify Plan Type names for upto 3 Plan Types

Creating the Planning Application

Performance Management Planning Application

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EPM SmartSpace Architecture

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Installing EPM Smartspace

Install EPM SmartSpace Configure EPM Architect

Configure with Shared Services Configure database Deploy to Application Server

EPMA Web Tier: 19091 EPMA Data Synchronizer: 19101

Interface Datasource Configuration

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Create a Planning Application

Create an Import Profile 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

Click Next and Finish

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Create a Planning Application - Cont’d

Create a Sample Application 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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Create a Planning Application - Cont’d

Deploy Sample Application 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

Hyperion Products Backup & Recovery

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Shared Services Backup & Recovery

Backup: Backup Shared Services database <HSS_HOME>\server\scripts\backup.bat

Shared Services Application Server Files (Apache Tomcat) Domain.xml Slide.properties CSS.xml WorkflowEngine.properties Scheduler.properties Manage_data.properties

Open LDAP database Configuration file Slapd.conf

All Open LDAP data and log files *.dbd files Log.* files

For Recovery: Restore Shared Services database Run <HSS_HOME>\server\scripts\recover.bat

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R&A Backup & Recovery

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

Recovery: Restore R&A database and all other files listed above

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Planning Backup & 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 Ensure that PlanningSystemDB.properties,

HBRServer.properties, Essbase.properties files are copied 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: Restore Planning database and all other files listed above

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HBR Backup & Recovery

Backup: Backup EAS database AnalyticAdministrationServices\storage directory AnalyticAdministrationServices\server directory

Dao.properties Hub.properties Locale.properties OlapAdmin.properties Workflowclient.properties HBR.properties *.xml

Recovery: Restore EAS database and all other files listed above

Planning Dimensions Overview

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Required Dimensions

Six required dimensions: Period Year Scenario Version Entity Account

Multiple Currency applications require 2 additional dimensions: Currency HSP_Rates

Total 20 dimensions are allowed

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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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Setting up Currencies and Exchange

Add and Modify Currencies Create Exchange Rate Tables Enter Exchange Rates Generate Currency Conversion Calculation

Scripts

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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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Create Exchange Rate Tables

3 types of rates associated with a member: Historical Average Ending

Select Reporting and Triangulation Currencies

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Time Periods

The Year and Period represents time. You can: 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

You can define the following properties: 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

Notes: 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

overrides data input with sum of children

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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

You can assign Plan Types to 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

Use aggregation options to define calculations in the account hierarchy

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Account Types

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User defined dimensions

You can add upto 14 user defined custom dimensions

User defined dimensions differ from Accounts and Entity in that you can assign valid Plan Types at dimension level itself You do not assign Plan Types to individual members

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Changing Other Properties

UDA (User defined Attributes) Formula

Security

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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

Create security filters

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User Authentication

Need a valid username and password Can be external or internal

Open LDAP (Native) LDAP MSAD NTLM

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 and Folders Overview

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

Folders: 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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User Types and Rights

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Access Options

Dimension Member and Data Form access: Read Write None

Task List: Assign Manage Manage and Assign None

Designing Data Forms

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Data Form Contents

Data Form Properties Row, Column layout Page and Point of View (POV) layout Display Options Business Rules Access Rights Substitution Variables User Variables

Managing Planning Process

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Process Management Overview

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Reviewer Actions

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Impact of Entity Hierarchy on Review Process

Migrating Planning Application

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Migrating Planning Application

Migrate Shared Services Backup the source SS repository and restore it in target

environment Use SS Import/Export command line utility

<HYPERION_HOME>\common\utilities\cssImportExportUtility

Migrate Planning application Backup source environment

Source Planning repository Export business rules, calc scripts and outline using EAS Export data into files

Create a shell relational database in the target environment

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Migrating Planning Application – Cont’d

Migrate Planning application 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

environment

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Migrating Planning Application – Cont’d

Migrate Planning application 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