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  • 1. Hyperion Business Modeling ®Release 3.0Installation Guide Hyperion Solutions Corporation P/N: D500030000
  • 2. © 2002 Hyperion Solutions Corporation. All rights reserved.Hyperion, Essbase, Hyperion Analyzer, Hyperion Business Modeling and the “H” logo areregistered trademarks of Hyperion Solutions Corporation. Hyperion Solutions is a trademarkof Hyperion Solutions Corporation.All other brand and product names are trademarks or registered trademarks of their respectiveholders.No portion of this manual may be reproduced or transmitted in any form or by any means,electronic or mechanical, including photocopying, recording, or information storage andretrieval systems, for any purpose other than the purchaser’s personal use, without the expresswritten permission of Hyperion Solutions Corporation.Notice: The information contained in this document is subject to change without notice.Hyperion Solutions Corporation shall not be liable for errors contained herein orconsequential damages in connection with the furnishing, performance, or use of this material. Hyperion Solutions Corporation 1344 Crossman Avenue Sunnyvale, CA 94089
  • 3. ContentsPreface ................................................................................................. vDocument Structure ............................................................................................................vRelated Documentation ..................................................................................................... viOnline Guides ...................................................................................................................viiConventions ........................................................................................................................ xAdditional Support............................................................................................................. xi Product Documentation ............................................................................................. xi Education Services..................................................................................................... xi Consulting Services .................................................................................................. xii Technical Support ..................................................................................................... xiiChapter 1: Software and System Requirements ........................... 13System Requirements ....................................................................................................... 13Tested Platforms ............................................................................................................... 15Chapter 2: Installing Hyperion Business Modeling .......................17Installing Hyperion Business Modeling ........................................................................... 18 Installing the JDBC 2.0 Driver for DB2 ...................................................................25Chapter 3: Uninstalling Hyperion Business Modeling .................. 27Uninstall All Components ................................................................................................27Uninstall a Single Component .......................................................................................... 28Hyperion Business Modeling Installation Guide s iii
  • 4. Contentsiv s Hyperion Business Modeling Installation Guide
  • 5. Preface This guide provides complete installation instructions for Hyperion® Business Modeling. The preface includes the following topics: q Document Structure q Related Documentation q Online Guides q Conventions q Additional SupportDocument Structure The following chapters are included in this document: q Chapter 1, “Software and System Requirements,” specifies the minimum system requirements for the application, and provides a list of supported platforms for this release. q Chapter 2, “Installing Hyperion Business Modeling,” provides detailed instructions for installing Hyperion Business Modeling. q Chapter 3, “Uninstalling Hyperion Business Modeling,” explains how to uninstall Hyperion Business Modeling, either in its entirety or in separate components.Hyperion Business Modeling Installation Guide s v
  • 6. PrefaceRelated Documentation Hyperion Solutions provides the following related documentation for this product: q Hyperion® Business Modeling Installation Checklist provides a high-level list of tasks required to install Hyperion Business Modeling. The checklist also supplies information regarding additional templates that are shipped with Hyperion Business Modeling, and identifies other available product-related tools and documentation. q Hyperion® Business Modeling New Features describes the new or enhanced features for this release. q Hyperion® Business Modeling Model Builder’s Guide explains the features and options of Hyperion Business Modeling, and contains the concepts, processes, procedures, formats, tasks, and examples that you need to use the software to build a model or enterprise model. q Hyperion® Business Modeling Results Analysis and Reports Guide discusses saving and analyzing reports, and contains an explanation of how to access calculated results and project information reports for models and enterprise models. q Hyperion® Business Modeling Solutions Guide provides information about building models and using them to solve business issues and maximize profitability. The guide explains the Hyperion Business Modeling features and options, and contains case studies that implement the model building method, The Model Approach®. q Hyperion® Business Modeling Database Tables Reference is a reference guide for Database Administrators that describes the Hyperion Business Modeling database schema. All documentation for the software is available from the Hyperion Business Modeling Information Map. To access the Information Map, select Help > Information Map.vi s Hyperion Business Modeling Installation Guide
  • 7. PrefaceOnline Guides The Hyperion Business Modeling Installation Guide is available in a PDF format in the documentation_english folder with the Hyperion Business Modeling files. You should print a copy of the installation documentation for reference before you begin the installation process. When the Installation Guide is opened, you can: q View the guide online, as outlined below q Print the guide from the PDF, as outlined on page ix After you install Hyperion Business Modeling, you can view the Installation Guide by: q Selecting Help>Information Map from the main menu on the Information Map to open the Installation Guide q Selecting Program Files/Hyperion Solutions/Hyperion Business Modeling 3.0/documentation_english/ hbm_install.pdf, or ➤ To display the online guide: 1. Depending on how you have accessed the application files, unzip the files from the Download Center, or expand the contents for the CD-ROM drive to review the application files.Hyperion Business Modeling Installation Guide s vii
  • 8. Preface 2. In the documentation_english folder, double-click hbm_install.pdf to open the Installation Guide PDF. The online PDF version of the Installation Guide is displayed. The cover of the online manual is displayed in the right pane, and a list of all topics and sub-topics is presented in the Bookmarks tab in the left-hand pane. The PDF version is fully hyperlinked and indexed to make it easy to find and jump to related topics. 3. In the Bookmarks tab, click the topic that you want to view. The first page of the selected section displays in the right frame.viii s Hyperion Business Modeling Installation Guide
  • 9. Preface ➤ To print the complete Installation Guide or a range of pages: 1. Depending on how you have accessed the application files, unzip the files from the Download Center, or expand the contents for the CD-ROM drive to review the application files. 2. In the documentation_english folder, double-click hbm_install.pdf to open the Installation Guide PDF. Your copy of Adobe Acrobat launches and opens the PDF version of the guide. 3. Select File > Print. The Print window displays. 4. Select your requirements for the print job, such as the portion of the document that you want to print, whether you want to print double-sided, and so on. 5. Click OK to submit the print job. Tip: Screen shots are a low resolution image type. If the printed screen shots are unreadable and you are using a non-PostScript printer, upgrade to an Acrobat 4.0 viewer. If you do not have Adobe Acrobat Reader, you can download the most current version free from Adobe’s Web site at www.adobe.com.Hyperion Business Modeling Installation Guide s ix
  • 10. PrefaceConventions For clarity, we use the following conventions in the procedures. Item Meaning Arrows indicate the beginning of a procedure consisting of sequential steps. Bold Bold text indicates words or characters that you type exactly as they appear on the page. Bold in procedural steps highlights major interface elements. CAPITAL LETTERS Capital letters denote commands and various IDs. (Example: CLEARBLOCK command) Example text Courier font indicates that the material shown is a code or syntax example. Ctrl + 0 Keystroke combinations shown with the plus symbol (+) indicate that you should press the first key and hold it while you press the next key. Do not type the + symbol. Courier italics Courier italic text indicates a variable field in command syntax. Substitute a value in place of the variable shown in Courier italics. Ellipses (...) Ellipsis points indicate that text has been omitted from an example. Italics Document titles are shown in italics. Mouse orientation This document provides examples and procedures using a right-handed mouse. If you use a left-handed mouse, adjust the procedures accordingly. Menu options Options in menus are shown in the following format: Menu name > Menu command > Extended menu command For example: File > Desktop > Accounts n, x The variable n indicates that you must supply a generic number; the variable x indicates that you must supply a generic letter.x s Hyperion Business Modeling Installation Guide
  • 11. PrefaceAdditional Support In addition to providing the documentation and online help, Hyperion offers the following types of support for product information: q Product Documentation q Education Services q Consulting Services q Technical SupportProduct Documentation A complete set of documentation is included in PDF or HTML format on the Information Map. All available product documentation is listed on the Download Center on Hyperion Solutions Web site. To purchase documentation, call Customer Service at 877-901-4975, or log on to http://www.hyperion.com.Education Services Hyperion offers a variety of training options, including instructor-led training, custom training, and eTraining. This education covers all Hyperion applications and technologies and is geared to administrators, end users, and information systems (IS) professionals. Instructor-led training is delivered in formats and in locations suited to Hyperion’s diverse, global customers. Hyperion Authorized Training Centers are certified to deliver courses developed by Hyperion. Custom Education Services—training on the configured and tailored applications that employees use on the job—is another option to enhance user productivity and to ensure smooth day-to-day operations. eTraining—including computer-based training, Web-based training, and interactive Virtual Classroom training—provides a cost-effective means of giving users a hands-on introduction to product features and functions. Computer-based training (CBT) and Web-based training (WBT) provide high-quality, self-paced training at the user’s convenience, regardless of location. For more information about training, contact your Regional Education Manager. A list of all Hyperion training classes is available at http://www.hyperion.com.Hyperion Business Modeling Installation Guide s xi
  • 12. PrefaceConsulting Services Hyperion Consulting Services assists customers in maximizing the use of, and the return on investment in, Hyperion products. Experienced Hyperion consultants and Hyperion Alliance Partners assist organizations in tailoring solutions to their particular requirements, such as reporting, analysis, modeling, and planning. Specific services include implementation consulting, custom business solutions, data integration, and technical consulting. Additionally, Hyperion offers a variety of Services Packages and Reviews. For more information about Consulting Services, Services Packages, and Reviews, as well as the services offered by Alliance Partners, contact your local consulting services representative. A list of all Hyperion Alliance Partners can be found at http://www.hyperion.com.Technical Support Hyperion provides telephone and Web-based support to ensure that clients resolve product issues quickly and accurately. This support is available for all Hyperion products at no additional cost to clients with a current maintenance agreement. q For Hyperion Solutions Customer Service, call 877-901-4975. A complete list of all local Customer Service numbers is available on the Information Map under Contacts. q For Web-based support or to see complete information on available support options, visit our Web site at http://www.hyperion.com. When standard support does not meet specific requirements, a Hyperion support package that meets your needs can usually be designed. For more information, contact your local Customer Service office.xii s Hyperion Business Modeling Installation Guide
  • 13. Chapter Software and System 1 RequirementsSystem Requirements The minimum system requirements for this release of Hyperion Business Modeling depend on the intended use of the software, as outlined in the following table: Configuration Minimum System Requirements Hyperion Business Modeling Running • Pentium II 266 MHz microprocessor on Windows NT or 2000 or better • 128 Mb of RAM • 4 Mb of video memory • 20 Mb of printer memory • 100 Mb hard disk space (Minimum) • VGA graphics monitor with 256 colors (16-bit color recommended ) • CD-ROM drive Hyperion Business Modeling with • Pentium III 800 MHz Enterprise Model Running on Windows microprocessor or better NT or Windows 2000 • 256 Mb of RAM • 8 Mb of video memory • 20 Mb of printer memory • 150 Mb hard disk space (Minimum) • VGA graphics monitor with 256 colors (16-bit color recommended ) • CD-ROM drive • Plus an additional 1 Mb RAM for each modelHyperion Business Modeling Installation Guide s 13
  • 14. Software and System Requirements Configuration Minimum System Requirements Hyperion Business Modeling Running • Pentium II 300 MHz microprocessor on Windows XP Professional Edition or better • 128 Mb of RAM • 4 Mb of video memory • 20 Mb of printer memory • 150 Mb hard disk space (Minimum) • VGA graphics monitor with 256 colors (16-bit color recommended ) • CD-ROM drive • Plus an additional 8 MB of RAM for each Office application (such as Microsoft Word) running simultaneously • Plus an additional 16 MB of RAM for Visio Standard and an additional 49 MB for Visio Professional Hyperion Business Modeling with • Pentium III 800 MHz Enterprise Model Running on Windows microprocessor or better XP Professional Edition • 512 Mb of RAM • 4 Mb of video memory • 20 Mb of printer memory • 150 Mb hard disk space (Minimum) • VGA graphics monitor with 256 colors (16-bit color recommended ) • CD-ROM drive • Plus an additional 1 Mb RAM for each model • Plus an additional 8 MB of RAM for each Office application (such as Microsoft Word) running simultaneously • Plus an additional 16 MB of RAM for Visio Standard and an additional 49 MB for Visio Professional14 s Hyperion Business Modeling Installation Guide
  • 15. Software and System RequirementsTested Platforms The following table displays the platforms that are tested for this release. Note: Hyperion Analyzer 6.1.1 and Hyperion Application Link 3.0 have also been tested with this release. Operating Relational Database Essbase Excel Language System (OLAP Database) Windows 2000 Oracle 8 6.5 2000 English, French German, Italian, Spanish Access 2000 6.5 2000 Japanese Access 2000 1 6.5 2000 English SQL Server 2000 6.2.1 2000 Japanese Enterprise Edition SQL Server 2000 6.0 2000 Korean Enterprise Edition (English) Windows NT Oracle 8 6.0 2000 Korean (English) Oracle 8 6.2 2000 English DB2 v7.1 2 6.2.1 2000 English SQL Server v7 6.2.1 2000 English SQL Server 2000 6.1 2000 English Enterprise Edition Access 2000 6.5 2000 English Oracle 9.0.1.1 6.2 2000 English Windows NT Oracle 8 6.2.1 2000 English SP4 Windows NT Oracle 8 6.1, patch 4 2000 Japanese SP6Hyperion Business Modeling Installation Guide s 15
  • 16. Software and System Requirements Windows XP Oracle 9.0.1.1 6.2 2000 English Professional Access 2002 (XP) 6.2 2002 English Edition (XP)1 This configuration is for a Citrix Client/Server setup.2 The JDBC 1.22 driver is the default driver on all operating systems (including Windows 32-bit). If you are using DB2 with JDBC, you can upgrade to the JDBC 2.0 driver to take advantage of the new features of JDBC 2.0, such as batch update, to improve performance. Refer to “Installing the JDBC 2.0 Driver for DB2” on page 25 for detailed instructions.16 s Hyperion Business Modeling Installation Guide
  • 17. Chapter Installing Hyperion Business 2 Modeling Hyperion Business Modeling is installed on the client computer. Project data can be stored locally or on a network server. Client and server software can be installed separately only if using the automation server. Note: For Windows 2000, you must install Hyperion Business Modeling as a user with administrative rights.Hyperion Business Modeling Installation Guide s 17
  • 18. Installing Hyperion Business ModelingInstalling Hyperion Business Modeling The following procedure explains the steps required to install Hyperion Business Modeling. ➤ To install Hyperion Business Modeling: 1. Insert the Hyperion Business Modeling CD in your CD-ROM drive, or unzip the Hyperion Business Modeling folder, and double-click the Hyperion Business Modeling Setup.exe file to begin the installation. The Welcome screen is displayed. Note: If InstallShield® does not launch automatically, click the Start button on the main Windows menu, and choose Run. Enter D:setup in the Run dialog. (Substitute your own CD-ROM drive letter in place of D.)18 s Hyperion Business Modeling Installation Guide
  • 19. Installing Hyperion Business Modeling 2. Click Next on the Hyperion Business Modeling Setup window to begin the setup. The Customer Information window is displayed. 3. Enter your user name and company name on the Customer Information window, then click Next. The Choose Destination Location window is displayed.Hyperion Business Modeling Installation Guide s 19
  • 20. Installing Hyperion Business Modeling 4. Accept the default destination location where the files are to be installed, or browse to select an alternate location, then click Next. The Select Components window is displayed. 5. Click to select each component of the installation that you want to install on the Select Components window, as outlined in the following table: Requirement Install If you require the Automation feature Server on the network, and Clients where required If you want to build models, play scenarios, Both the Client and Server on update and view results, or if you work the same system remotely Note: Unless you change the requirements, the installation installs both the Client and Server on the same system by default.20 s Hyperion Business Modeling Installation Guide
  • 21. Installing Hyperion Business Modeling CAUTION: The Installation Wizard uninstalls any components that are not chosen in the Select Components window. If you have already installed a component, and you want to keep it, DO NOT clear the checkbox. If you do, the Installation Wizard removes the cleared component. For example, if you decide to install just the Client, ensure the Client is checked, and the Server is unchecked. If the Server component was already installed, it is automatically removed. 6. Click Next. The Select Program Folder window is displayed. 7. Select the folder in which you want to install the application, then click Next.Hyperion Business Modeling Installation Guide s 21
  • 22. Installing Hyperion Business Modeling The setup searches for installed components. The following Question dialog may be displayed: 8. Click No to accept the browsers that have been located, and continue with the installation. The Select Your Browser window is displayed.22 s Hyperion Business Modeling Installation Guide
  • 23. Installing Hyperion Business Modeling 9. Select the Browser that you want to use, or browse to select an alternate, then click Next. The Start Copying Files window is displayed. 10. Verify the settings that you selected. You can click Back to return to a previous window to modify your settings. When you are satisfied the settings are correct, click Next to begin copying the files. The Setup Status window shows the progress of the installation. After the software is installed, the Select a Locale dialog is displayed. 11. Select the required locale, then click OK. Note: The locale determines the format that will be used to display numbers in the application, using either commas or periods as the appropriate decimal separator. The Readme file is displayed.Hyperion Business Modeling Installation Guide s 23
  • 24. Installing Hyperion Business Modeling 12. Review the contents of the Readme, then close the file. The Install Wizard Complete window is displayed. 13. In the InstallShield Wizard Complete window, click Finish to exit the installation. The installation of the application is complete. 14. If you want to customize your workstation preferences and locale settings for country and language codes, launch the application to set your workstation settings. Refer to the Hyperion Business Modeling Model Builder’s Guide for detailed instructions. 15. If you will be using Essbase to save your results, you must set the ESSLANG variable on both the client and server computers to the required language. Refer to the Hyperion® Essbase® Installation Guide for detailed instructions on setting the correct ESSLANG variable for your language. 16. If you are using DB2 with JDBC to save your models or results in Hyperion Business Modeling 3.0, you can install the JDBC 2.0 driver, as outlined in “Installing the JDBC 2.0 Driver for DB2” on page 25.24 s Hyperion Business Modeling Installation Guide
  • 25. Installing Hyperion Business Modeling For help configuring and using Hyperion Business Modeling when the installation is complete, launch the software and choose Help > Information Map from the main menu to view the Hyperion Business Modeling Model Builder’s Guide and the Hyperion Business Modeling Solutions Guide. Installing the JDBC 2.0 Driver for DB2 The JDBC 1.22 driver is the default driver on all operating systems (including Windows 32-bit). If you are using DB2 with JDBC, you can upgrade to the JDBC 2.0 driver to take advantage of the new features of JDBC 2.0, such as batch update, to improve performance. ➤ To install the JDBC 2.0 driver: 1. Ensure the following services are stopped on your database server: – DB2 JDBC Applet Server – DB2 JDBC Applet Server - Control Center 2. Run the usejdbc2 command from the sqllibjava12 directory. This command performs the following functions: – Creates an sqllibjava11 directory for the 1.22 driver files – Backs up the JDBC 1.22 driver files to the sqllibjava11 directory – Copies the JDBC 2.0 driver files from the sqllibjava12 directory to the appropriate directories. 3. Copy the file sqllibjavadb2java.zip on your DB2 server, then paste the file to the same machine that is running Hyperion Business Modeling. 4. Select Project > Container Setup to open the Container Setup window. 5. Select Add to display the Add Container window. 6. Select DB2 under Type on the Container Setup window, and browse to the location of db2java.zip to select the new driver.Hyperion Business Modeling Installation Guide s 25
  • 26. Installing Hyperion Business Modeling 7. Click Create to create the new container. Note: You can have two DB2 containers with different versions. If you are connected to one version (for example, DB2, version 7), and want to switch to the other version (for example, DB2, version 6), you must restart Hyperion Business Modeling; otherwise, the connection will fail. For other DB2 users, you can set up the JDBC 1.2 driver under the Other Databases option on the Container Setup dialog. ➤ To switch back to the JDBC 1.22 driver: 1. Ensure the following services are stopped on your database server: – DB2 JDBC Applet Server – DB2 JDBC Applet Server - Control Center 2. Run the usejdbc1 batch file from the sqllibjava12 directory. 3. Copy the file sqllibjavadb2java.zip on your DB2 server, then paste the file to the same server that is running Hyperion Business Modeling. 4. Rename and save the existing file HBM_other.sql. 5. Clear the contents of the file HBM_other.sql. 6. Copy the contents of the file HBM_DB2.sql into the cleared file HBM_Other.sql in the Hyperion Business Modeling folder. 7. Select Project > Container Setup to open the Container Setup window. 8. Select Add to display the New Container window. 9. Select Other Databases under Type on the Container Setup window, and browse to the location of db2java.zip to select the driver. 10. Click Create to create the new container. Note: You can have two DB2 containers with different versions. If you are connected to one version (for example, DB2, version 7), and want to switch to the other version (for example, DB2, version 6), you must restart Hyperion Business Modeling; otherwise, the connection will fail.26 s Hyperion Business Modeling Installation Guide
  • 27. Chapter Uninstalling Hyperion 3 Business Modeling You can uninstall Hyperion Business Modeling in one of two ways: q “Uninstall All Components” on page 27 q “Uninstall a Single Component” on page 28 Note: Whenever you upgrade to a new release of the product, it is always a good idea to uninstall the previous version first to minimize the risk of unexpected conditions.Uninstall All Components Use this option to completely uninstall Hyperion Business Modeling from your system. ➤ To uninstall Hyperion Business Modeling: 1. Open the Hyperion Business Modeling group. The default path is Start>Programs>Hyperion Solutions>Hyperion Business Modeling 3.0> Uninstall Hyperion Business Modeling. An uninstall confirmation message is displayed.Hyperion Business Modeling Installation Guide s 27
  • 28. Uninstalling Hyperion Business Modeling 2. Click Yes to continue with the uninstall. The Setup Status window is displayed, showing the progress of the uninstall. When the uninstall is complete, a confirmation message is displayed. 3. Click OK to exit the application. All Hyperion Business Modeling files have been removed from your system.Uninstall a Single Component Use this option to remove one or both components of the Hyperion Business Modeling installation from your system. ➤ To uninstall Hyperion Business Modeling from the Control Panel: 1. Select Start>Settings>Control Panel>Add/Remove Programs. The Add/Remove Programs Properties window is displayed.28 s Hyperion Business Modeling Installation Guide
  • 29. Uninstalling Hyperion Business Modeling 2. On the Add/Remove Programs window, select Hyperion Business Modeling 3.0. 3. Click Add/Remove. The InstallShield Wizard displays the Hyperion Business Modeling Setup window.Hyperion Business Modeling Installation Guide s 29
  • 30. Uninstalling Hyperion Business Modeling 4. Select Modify to choose the components that you want to uninstall, then click Next. CAUTION: If you select Remove, all installed components are automatically removed. The Select Components window is displayed.30 s Hyperion Business Modeling Installation Guide
  • 31. Uninstalling Hyperion Business Modeling 5. Clear the checkmark next to the component that you want to uninstall. CAUTION: Ensure that the component you want to keep is selected. Any component that is not selected is automatically uninstalled. The cleared component is removed. When the Uninstall is complete, the Maintenance Complete window is displayed. 6. Click Finish to exit. The selected component has been uninstalled.Hyperion Business Modeling Installation Guide s 31
  • 32. Uninstalling Hyperion Business Modeling32 s Hyperion Business Modeling Installation Guide

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