Hyperion Planning System 9 Installation Guide

Hyperion Planning - System 9 Installation Guide Shehzad Kazmi

Hyperion Planning - System 9 Installation Guide

Contents 1. Assumptions for this guide ................................................................................................................... 5 Intended Audience .................................................................................................................................... 5 Installation Environment........................................................................................................................... 5 2. Pre-Requisites ....................................................................................................................................... 5 3. Installation Sequence ............................................................................................................................ 6 4. Shared Services Installation .................................................................................................................. 7 5. Shared Services Configuration ............................................................................................................ 18 6. Check Windows Services..................................................................................................................... 31 7. Creating Configuration User ............................................................................................................... 32 8. Assigning Rights to Configuration User............................................................................................... 40 9. Essbase Installation ............................................................................................................................. 43 10. Essbase Client Installation............................................................................................................... 43 11. Essbase Server Installation.............................................................................................................. 55 12. Essbase Configuration ..................................................................................................................... 68 13. Essbase Administration Services Installation .................................................................................. 79 14. Essbase Administration Services Configuration .............................................................................. 91 15. Check Essbase Administration Services in Windows .................................................................... 103 16. Check Essbase Administration Services ........................................................................................ 103 17. Essbase Provider Services Installation .......................................................................................... 103 18. Essbase Provider Services Configuration ...................................................................................... 115 19. Check Hyperion Provider Services in Windows ............................................................................ 125 20. Hyperion Planning Installation ...................................................................................................... 125 21. Check Enterprise Performance Management Architect Services in Windows ............................. 137 22. Oracle Hyperion Enterprise Performance Management Architect Configuration ....................... 138 23. Check Oracle Hyperion Enterprise Performance Management Architect Services in Windows .. 152 24. Planning Configuration ................................................................................................................. 153 25. Creating Planning Instance ........................................................................................................... 162 26. Creating Data Source .................................................................................................................... 169 27. Check Planning Services in Windows ............................................................................................ 181 28. Reporting & Analysis Installation .................................................................................................. 182 29. Reporting & Analysis Services Installation .................................................................................... 182

30. Reporting & Analysis UIServices Installation ................................................................................ 193 31. Reporting & Analysis Client Installation ........................................................................................ 203 32. Reporting & Analysis Configuration .............................................................................................. 214 33. Check Reporting and Analysis Services in Windows ..................................................................... 236 34. Creating Super User ...................................................................................................................... 239 35. Assigning Rights to Super User ..................................................................................................... 244 36. Launching Workspace with Super User ........................................................................................ 247

Hyperion Planning - System 9 [Installation Guide] 1. Assumptions for this guide There are certain assumptions that this guide makes regarding the following: • Intended Audience • Installation Environment Intended Audience The intended audience for this document is people who are new to Hyperion Planning – System 9. Having previous experience of Hyperion Planning system’s is going to help but is not deemed essential. You’ll be able to skim through most of the sections. Installation Environment This guide refers to a particular installation environment and assumes certain products and configurations to be done prior to starting the Hyperion Planning – System 9 installation. OS: Windows 2003 Server Enterprise Edition Pre-installed software: • IIS (version 5 or above) • DotNet Framework 2.0 • GhostScript or Adobe Distiller (though this guide explicitly refers to GhostScript during the configuration process) • RDBMS (this guide explicitly refers to the Oracle RDBMS. However, IBM DB2 and Microsoft SQL Server are both supported) This guide assumes that the intended language of the package is English. 2. Pre-Requisites The installed products required for this particular installation have already been defined. Assuming that an Oracle 9i RDBMS is installed and configured, we would now discuss what databases and users need to be created for the Hyperion Planning – System 9 installation. Although this is not a strict requirement but I feel that it is better to create separate DB instances for each of the installed components rather than have separate schemas and tablespaces for them. I generally create 6 databases, the details for each are present below Component Database User (Password) Rights and Roles Hyperion Shared Services HSS hssuser (hssuser) • DBA Hyperion • Resource Administration HAS hasuser (hasuser) • DBA Services • Resource Shehzad Kazmi Page 5

Hyperion Planning - System 9 [Installation Guide] Oracle Hyperion Enterprise HEPM hepmuser • DBA Performance (hepmuser) • Resource Management Architect Hyperion Planning HPLN hplnuser (hplnuser) • DBA Hyperion Planning • Resource (Data Source) HDS hdsuser (hdsuser) • DBA Hyperion • Resource Reporting & HFR hfruser (hfruser) • DBA Analysis • Resource 3. Installation Sequence The installation sequence requires the installation of the Hyperion Planning – System 9 components in the following order: • Shared Services • Essbase o Essbase Client o Essbase Server o Essbase Administration Services o Hyperion Provider Services • Hyperion Planning • Hyperion Reporting & Analysis o Hyperion Reporting & Analysis Services o Hyperion Reporting & Analysis UIServices o Hyperion Reporting & Analysis Client Shehzad Kazmi Page 6

Hyperion Planning - System 9 [Installation Guide] 4. Shared Services Installation 1. Navigate to the installation files for Hyperion Shared Services. 2. Launch setup.exe 3. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 4.1: Select installation wizard language Shehzad Kazmi Page 7

Hyperion Planning - System 9 [Installation Guide] 4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed. Figure 4.2: Hyperion Shared Services welcome screen Shehzad Kazmi Page 8

Hyperion Planning - System 9 [Installation Guide] 5. The wizard will now prompt you to select a location. Continue with the default location ‘United States’ and click ‘Next’ to proceed. Figure 4.3: Select location Shehzad Kazmi Page 9

Hyperion Planning - System 9 [Installation Guide] 6. Read through the license agreement if you want to. Or you can select ‘I Agree’ and click on ‘Next’ to proceed. Figure 4.4: License agreement Shehzad Kazmi Page 10

Hyperion Planning - System 9 [Installation Guide] 7. Define the path for the Hyperion Home. All components will be installed to this path. Figure 4.5: Select Hyperion Home directory Shehzad Kazmi Page 11

Hyperion Planning - System 9 [Installation Guide] 8. Now select the directory for the Shared Services component. You can use the predefined path and just click on ‘Next’ to proceed. Figure 4.6: Select Shared Services directory Shehzad Kazmi Page 12

Hyperion Planning - System 9 [Installation Guide] 9. Choose the components to Install. For simplicity I’d suggest that you keep the default selection of ‘Typical’ install method and click on ‘Next’ to proceed. Figure 4.7: Select setup type Shehzad Kazmi Page 13

Hyperion Planning - System 9 [Installation Guide] 10. You can verify the components being installed on the summary screen. Click ‘Next’ to proceed. Figure 4.8: Summary Shehzad Kazmi Page 14

Hyperion Planning - System 9 [Installation Guide] 11. It takes a few moments for the installation to complete. Figure 4.9: Installation progress Shehzad Kazmi Page 15

Hyperion Planning - System 9 [Installation Guide] 12. The wizard now confirms the completion of the installation. Click on ‘Next’ to proceed. Figure 4.10: Installation completion summary Shehzad Kazmi Page 16

Hyperion Planning - System 9 [Installation Guide] 13. The wizard suggests launching the ‘Configuration Utility’ to configure ‘Shared Services’ and the steps for the configuration before you can start using the component. Select the ‘Launch Hyperion Configuration Utility’ check box and click on ‘Next’ to proceed. Figure 4.11: Launch configuration utility Shehzad Kazmi Page 17

Hyperion Planning - System 9 [Installation Guide] 5. Shared Services Configuration Now that you’ve completed the installation of Shared Services, we must now configure Shared Services before we can continue with the installation and configuration of the remaining components. 1. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 5.1: Select configuration wizard language Shehzad Kazmi Page 18

Hyperion Planning - System 9 [Installation Guide] 2. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed. Figure 5.2: Configuration Utility welcome screen Shehzad Kazmi Page 19

Hyperion Planning - System 9 [Installation Guide] 3. The wizard will now prompt you to select the products to configure. The products that aren’t configured yet have the warning icon next to them. Click and select ‘Hyperion Shared Services’ product. Select ‘Configure Database’ and ‘Deploy to Application Server’ items and click ‘Next’ to proceed. Figure 5.3: Select products to configure Shehzad Kazmi Page 20

Hyperion Planning - System 9 [Installation Guide] 4. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed. Figure 5.4: Select database Shehzad Kazmi Page 21

Hyperion Planning - System 9 [Installation Guide] 5. Now fill in the database configuration details. • SID: HSS • User Name: hssuser • Password: hssuser • Data Tablespace: <default> • Index Tablespace: <default> Figure 5.5: Database configuration details Shehzad Kazmi Page 22

Hyperion Planning - System 9 [Installation Guide] 6. Select the application server and deployment type. • Application Server: Apache Tomcat 5 • Deployment Type: Automatic Figure 5.6: Select application server and deployment type Shehzad Kazmi Page 23

Hyperion Planning - System 9 [Installation Guide] 7. Now select if you wish to deploy the application server as a Windows service. This option should already be checked. Click ‘Next’ to proceed. Figure 5.7: Deploy as a service Shehzad Kazmi Page 24

Hyperion Planning - System 9 [Installation Guide] 8. You can verify the configuration items on the summary screen. Click ‘Next’ to proceed. Figure 5.8: Configuration summary Shehzad Kazmi Page 25

Hyperion Planning - System 9 [Installation Guide] 9. Database configuration progress. Figure 5.9: Database configuration progress Shehzad Kazmi Page 26

Hyperion Planning - System 9 [Installation Guide] 10. Application server deployment progress. Figure 5.10: Application server deployment progress Shehzad Kazmi Page 27

Hyperion Planning - System 9 [Installation Guide] 11. Post configuration summary verifies if the configuration was successful. Click ‘Next’ to proceed. Figure 5.11: Configuration completion summary Shehzad Kazmi Page 28

Hyperion Planning - System 9 [Installation Guide] 12. Confirm if you wish to return to ‘Product Selection Panel’. Default selection is ‘No’. Click ‘Next’ to proceed. Figure 5.12: Return to product selection panel Shehzad Kazmi Page 29

Hyperion Planning - System 9 [Installation Guide] 13. The wizard confirms that all configuration tasks have completed. Click ‘Finish’ to exit. Figure 5.13: Configuration complete Shehzad Kazmi Page 30

Hyperion Planning - System 9 [Installation Guide] 6. Check Windows Services Open the Windows Service console to verify that the following services are registered: • Hyperion S9 OpenLDAP • Hyperion S9 Shared Services Figure 6.1: Windows Services Shehzad Kazmi Page 31

Hyperion Planning - System 9 [Installation Guide] 7. Creating Configuration User 1. Launch ‘User Management Console’. In the browser window, navigate to ‘http://localhost:58080/interop’. Figure 7.1: Launching Hyperion Shared Services Shehzad Kazmi Page 32

Hyperion Planning - System 9 [Installation Guide] 2. Login using the default user ‘admin/password’ (username/password) Figure 7.2: Login to Hyperion Shared Services Shehzad Kazmi Page 33

Hyperion Planning - System 9 [Installation Guide] 3. After successful login, you will see the main console window. Figure 7.3: Hyperion Shared Services Main Console Shehzad Kazmi Page 34

Hyperion Planning - System 9 [Installation Guide] 4. Navigate to ‘User Directories’->’Native Directory’. Right-click on ‘Users’ and select ‘Create User’. Figure 7.4: User Directory Shehzad Kazmi Page 35

Hyperion Planning - System 9 [Installation Guide] 5. This will bring up the user creation window. Figure 7.5: Create User window Shehzad Kazmi Page 36

Hyperion Planning - System 9 [Installation Guide] 6. Fill in the user details. • User Name: configuser • First Name: configuration • Last Name: user • Description: *DO NOT DELETE* (so no one accidentally deletes this user) • Email Address: • Password: configuser Click ‘Finish’ to create the user. Figure 7.6: User details Shehzad Kazmi Page 37

Hyperion Planning - System 9 [Installation Guide] 7. User creation is verified. Click on ‘OK’ to dismiss the user creation window. Figure 7.7: User creation confirmation Shehzad Kazmi Page 38

Hyperion Planning - System 9 [Installation Guide] 8. Click on the ‘Show All’ button to verify the user you just created. Figure 7.8: Configured users Shehzad Kazmi Page 39

Hyperion Planning - System 9 [Installation Guide] 8. Assigning Rights to Configuration User 1. Continue from where we left off. Right-click on the ‘configuser’ and click on ‘Provision’. Figure 8.1: Provision rights for user Shehzad Kazmi Page 40

Hyperion Planning - System 9 [Installation Guide] 2. In the ‘Provision’ dialog, click to expand ‘Global Roles’. Provision ‘Administrator’ privileges for user. Click on ‘Save’ to proceed. Figure 8.2: Provision window Shehzad Kazmi Page 41

Hyperion Planning - System 9 [Installation Guide] 3. Verify roles/rights assignment on Provision Summary screen. Click ‘OK’ to proceed. Figure 8.3: Provision summary Shehzad Kazmi Page 42

Hyperion Planning - System 9 [Installation Guide] 9. Essbase Installation Essbase consists of 5 components: • Essbase Server • Essbase Client • Essbase Administration Services • Essbase Provider Services • Essbase Integration Services These components need to be installed and configured in a specific sequence. Of the 5 components, Essbase Integration Services is definitely one that we can let go of and not compromise a Hyperion Planning installation. The 4 components are installed and configured in the following sequence: 1. Install Essbase Client 2. Install Essbase Server 3. Configure Essbase 4. Install Essbase Administration Services 5. Configure Essbase Administration Services 6. Install Essbase Provider Services 7. Configure Essbase Provider Services 10. Essbase Client Installation 1. Navigate to the installation files for Essbase Client. 2. Launch setup.exe. Shehzad Kazmi Page 43

Hyperion Planning - System 9 [Installation Guide] 3. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 10.1: Select installation wizard language Shehzad Kazmi Page 44

Hyperion Planning - System 9 [Installation Guide] 4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed. Figure 10.2: Hyperion Essbase Client welcome screen Shehzad Kazmi Page 45

Hyperion Planning - System 9 [Installation Guide] 7. The path will already be defined for Hyperion Home. All components will be installed to this path. Figure 10.5: Hyperion Home directory Shehzad Kazmi Page 48

Hyperion Planning - System 9 [Installation Guide] 8. Now select the directory for the Essbase Client component. You can use the predefined path and just click on ‘Next’ to proceed. Figure 10.6: Select Essbase Client directory Shehzad Kazmi Page 49

Hyperion Planning - System 9 [Installation Guide] 10. Select ‘ESSLANG’. I’d suggest you continue with the default selection of ‘English (Latin1)’. Click ‘Next’ to proceed. Figure 10.8: Select ESSLANG Shehzad Kazmi Page 51

Hyperion Planning - System 9 [Installation Guide] 11. Essbase Server Installation 1. Navigate to the installation files for Essbase Server. 2. Launch setup.exe. 3. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 11.1: Select installation wizard language Shehzad Kazmi Page 55

Hyperion Planning - System 9 [Installation Guide] 4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed. Figure 11.2: Hyperion Essbase Server welcome screen Shehzad Kazmi Page 56

Hyperion Planning - System 9 [Installation Guide] 8. Now select the directory for the Essbase Server component. You can use the predefined path and just click on ‘Next’ to proceed. Figure 11.6: Select Essbase Server directory Shehzad Kazmi Page 60

Hyperion Planning - System 9 [Installation Guide] 10. Select to update environment variables. I’d suggest you continue with the default checked option for ‘Environment Variables (PATH and ARBORPATH)’. Click ‘Next’ to proceed. Figure 11.8: Select to update Environment Variables Shehzad Kazmi Page 62

Hyperion Planning - System 9 [Installation Guide] 15. The wizard suggests launching the ‘Configuration Utility’. Check the ‘Launch Hyperion Configuration Utility’ check box and click on ‘Next’ to proceed. Figure 11.13: Launch configuration utility Shehzad Kazmi Page 67

Hyperion Planning - System 9 [Installation Guide] 12. Essbase Configuration 1. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 12.1: Select configuration wizard language Shehzad Kazmi Page 68

Hyperion Planning - System 9 [Installation Guide] 3. The wizard will now prompt you to select the products to configure. The products that aren’t configured yet have the warning icon next to them. Click and select ‘Essbase Server (C:HyperionAnalyticServices)’ product. Select 'Product Options', 'Register with Shared Services' and ‘Register Analytic Services Server as Windows Server’ items and click ‘Next’ to proceed. Figure 12.3: Select products to configure Shehzad Kazmi Page 70

Hyperion Planning - System 9 [Installation Guide] 4. You can keep the default product selection and click ‘Next’ to proceed. However, I also prefer to select 'Visual Explorer'. Figure 12.4: Select product options Shehzad Kazmi Page 71

Hyperion Planning - System 9 [Installation Guide] 5. Now fill in the essbase server configuration details. • Username: hypuser • Password: hypuser • Company Name: hyperion • Service Name Identifier: Planning Figure 12.5: Essbase Server configuration details Shehzad Kazmi Page 72

Hyperion Planning - System 9 [Installation Guide] 6. Keep the default port numbers for Essbase Server. • Agent Port Number: 1423 • Application Start Port: 32768 • Application End Port: 33768 Figure 12.6: Essbase Server ports Shehzad Kazmi Page 73

Hyperion Planning - System 9 [Installation Guide] 7. Enter location of Hyperion Shared Services. • Server: ubl • Port: 58080 • User: configuser • Password: configuser Figure 12.7: Shared Services details Shehzad Kazmi Page 74

Hyperion Planning - System 9 [Installation Guide] 13. Essbase Administration Services Installation 1. Navigate to the installation files for Essbase Administration Services. 2. Launch setup.exe. 3. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 13.1: Select installation wizard language Shehzad Kazmi Page 79

Hyperion Planning - System 9 [Installation Guide] 4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed. Figure 13.2: Essbase Administration Services welcome screen Shehzad Kazmi Page 80

Hyperion Planning - System 9 [Installation Guide] 8. Now select the directory for the Essbase Administration Services component. You can use the predefined path and just click on ‘Next’ to proceed. Figure 13.6: Select Essbase Administration Services directory Shehzad Kazmi Page 84

Hyperion Planning - System 9 [Installation Guide] 13. A popup will ask you to verify what to do if a file already exists. Just click ‘No’. This prompt will popup for the following files: • MFC71.dll • msvcp71.dll • msvcr71.dll Figure 13.11: Replace MFC71.dll Figure 13.12: Replace MSVCP71.dll Figure 13.13: Replace MSVCR71.dll Shehzad Kazmi Page 89

Hyperion Planning - System 9 [Installation Guide] 14. Essbase Administration Services Configuration 1. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 14.1: Select configuration wizard language Shehzad Kazmi Page 91

Hyperion Planning - System 9 [Installation Guide] 3. The wizard will now prompt you to select the products to configure. The products that aren’t configured yet have the warning icon next to them. Click and select ‘Essbase Administration Services (C:HyperionAnalyticAdministrationServices)’ product. Select 'Configure Database', 'Register with Shared Services' and ‘Deploy to Application Server’ items and click ‘Next’ to proceed. Figure 14.3: Select products to configure Shehzad Kazmi Page 93

Hyperion Planning - System 9 [Installation Guide] 6. Now fill in the database configuration details. • SID: HAS • User Name: hasuser • Password: hasuser • Data Tablespace: <default> • Index Tablespace: <default> Figure 14.6: Database configuration details Shehzad Kazmi Page 96

Hyperion Planning - System 9 [Installation Guide] 15. Check Essbase Administration Services in Windows Open the Windows Service console to verify that the following services are registered: • Hyperion S9 Administration Services ATS5 Figure 15.1: Windows Services 16. Check Essbase Administration Services 17. Essbase Provider Services Installation 1. Navigate to the installation files for Hyperion Provider Services. Shehzad Kazmi Page 103

Hyperion Planning - System 9 [Installation Guide] 2. Launch setup.exe. 3. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 17.1: Select installation wizard language Shehzad Kazmi Page 104

Hyperion Planning - System 9 [Installation Guide] 4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed. Figure 17.2: Provider Services welcome screen Shehzad Kazmi Page 105

Hyperion Planning - System 9 [Installation Guide] 8. Now select the directory for the Hyperion Provider Services component. You can use the predefined path and just click on ‘Next’ to proceed. Figure 17.6: Select Provider Services directory Shehzad Kazmi Page 109

Hyperion Planning - System 9 [Installation Guide] 18. Essbase Provider Services Configuration 1. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 18.1: Select configuration wizard language Shehzad Kazmi Page 115

Hyperion Planning - System 9 [Installation Guide] 3. The wizard will now prompt you to select the products to configure. The products that aren’t configured yet have the warning icon next to them. Click and select ‘Essbase Provider Services (C:HyperionAnalyticProviderServices)’ product. Select 'Register with Shared Services' and ‘Deploy to Application Server’ items and click ‘Next’ to proceed. Figure 18.3: Select products to configure Shehzad Kazmi Page 117

Hyperion Planning - System 9 [Installation Guide] 19. Check Hyperion Provider Services in Windows Open the Windows Service console to verify that the following services are registered: • Hyperion S9 Provider Services ATS5 Figure 19.1: Windows Services 20. Hyperion Planning Installation 1. Navigate to the installation files for Planning 9.3.1. 2. Launch planning.exe. Shehzad Kazmi Page 125

Hyperion Planning - System 9 [Installation Guide] 4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed. Figure 20.2: Planning 9.3.1 welcome screen Shehzad Kazmi Page 127

Hyperion Planning - System 9 [Installation Guide] 8. Now select the directory for the Planning 9.3.1 component. You can use the predefined path and just click on ‘Next’ to proceed. Figure 20.6: Select Planning 9.3.1 directory Shehzad Kazmi Page 131

Hyperion Planning - System 9 [Installation Guide] 10. The wizard will install VC redistributable. Figure 20.8: Installing VC Redistributable Shehzad Kazmi Page 133

Hyperion Planning - System 9 [Installation Guide] 13. The wizard will prompt that a restart is required. It is recommended to keep the default selection of ‘Yes, restart my computer’. However, you may select ‘No, I will restart my computer at a later time’. Click ‘Finish’ to proceed. Figure 20.11: Restart computer Shehzad Kazmi Page 136

Hyperion Planning - System 9 [Installation Guide] 21. Check Enterprise Performance Management Architect Services in Windows Open the Windows Service console to verify that the following services are registered: • Hyperion S9 EPM Architect Engine Manager • Hyperion S9 EPM Architect Event Manager • Hyperion S9 EPM Architect Job Manager • Hyperion S9 EPM Architect Process Manager Figure 21.1: Windows Services Shehzad Kazmi Page 137

Hyperion Planning - System 9 [Installation Guide] 22. Oracle Hyperion Enterprise Performance Management Architect Configuration 1. Launch the Configuration wizard. It will prompt to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 22.1: Select configuration wizard language Shehzad Kazmi Page 138

Hyperion Planning - System 9 [Installation Guide] 3. The wizard will now prompt you to select the products to configure. The products that aren’t configured yet have the warning icon next to them. Click and select ‘Oracle Hyperion Enterprise Performance Management Architect (C:HyperionBPMA)’ product. Select 'Register with Shared Services', ‘Configure Database’ and ‘Deploy to Application Server’ items and click ‘Next’ to proceed. Figure 22.3: Select products to configure Shehzad Kazmi Page 140

Hyperion Planning - System 9 [Installation Guide] 6. Now fill in the database configuration details. • SID: HEPMA • User Name: hepmauser • Password: hepmauser • Data Tablespace: <default> • Index Tablespace: <default> Figure 22.6: Database configuration details Shehzad Kazmi Page 143

Hyperion Planning - System 9 [Installation Guide] 9. Continue with the default values for EPM Architect Dimension Server details • Dimension Server Details • Dimension Server Name: ubl • Port: 80 • Dimension Server Connection Details • Maximum connections: 20 • Maximum idle connections: 10 • Max Wait Time: 60000 Figure 22.9: Dimension Server details Shehzad Kazmi Page 146

Hyperion Planning - System 9 [Installation Guide] 10. Continue with the default values for EPM Architect Data Synchronizer Server details • Data Synchronizer Server Details • Data Synchronizer Server Name: ubl • Port: 19101 • Data Synchronizer Server Connection Details • Maximum connections: 20 • Maximum idle connections: 10 • Max Wait Time: 60000 Figure 22.10: Data Synchronization Server details Shehzad Kazmi Page 147

Hyperion Planning - System 9 [Installation Guide] 11. Continue with the default value for EPM Architect Web Server details • Port: 19091 Figure 22.11: Web Server details Shehzad Kazmi Page 148

Hyperion Planning - System 9 [Installation Guide] 14. Confirm if you wish to return to ‘Product Selection Panel’. Default selection is ‘No’. Select 'Yes' and click ‘Next’ to proceed. Figure 22.14: Return to product selection panel Shehzad Kazmi Page 151

Hyperion Planning - System 9 [Installation Guide] 23. Check Oracle Hyperion Enterprise Performance Management Architect Services in Windows Open the Windows Service console to verify that the following services are registered: • Hyperion S9 EPM Architect Data Synchronization Server ATS5 • Hyperion S9 EPM Architect Web ATS5 Figure 23.1: Windows Services Shehzad Kazmi Page 152

Hyperion Planning - System 9 [Installation Guide] 24. Planning Configuration Shehzad Kazmi Page 153

Hyperion Planning - System 9 [Installation Guide] 1. The wizard will now prompt you to select the products to configure. The products that aren’t configured yet have the warning icon next to them. Click and select ‘Planning (C:HyperionPlanning)’ product. Select ‘Product Options’, 'Register with Shared Services', ‘Configure Database’ and ‘Deploy to Application Server’ items and click ‘Next’ to proceed. Figure 24.1: Select products to configure Shehzad Kazmi Page 154

Hyperion Planning - System 9 [Installation Guide] 4. Now fill in the database configuration details. • SID: HPLN • User Name: hplnuser • Password: hplnuser • Data Tablespace: <default> • Index Tablespace: <default> Figure 24.4: Database configuration details Shehzad Kazmi Page 157

Hyperion Planning - System 9 [Installation Guide] 25. Creating Planning Instance Shehzad Kazmi Page 162

Hyperion Planning - System 9 [Installation Guide] 1. The wizard will now prompt you to select the products to configure. The products that aren’t configured yet have the warning icon next to them. Click and select ‘Planning (C:HyperionPlanning)’ product. Select ‘Product Instance Registration’ item and click ‘Next’ to proceed. Figure 25.1: Select products to configure Shehzad Kazmi Page 163

Hyperion Planning - System 9 [Installation Guide] 2. Keep the default selection of ‘Create Instance’. Click ‘Next’ to proceed. Figure 25.2: Create Instance Shehzad Kazmi Page 164

Hyperion Planning - System 9 [Installation Guide] 3. Fill in the Hyperion Planning Product Instance Registration details • Instance Name: UBLInstance • Web Tier Host Name: UBL • Server Port: 8300 • Keep ‘SSL’ unchecked • Check ‘Activate Instance’ Figure 25.3: Planning Instance details Shehzad Kazmi Page 165

Hyperion Planning - System 9 [Installation Guide] 26. Creating Data Source Shehzad Kazmi Page 169

Hyperion Planning - System 9 [Installation Guide] 1. The wizard will now prompt you to select the products to configure. The products that aren’t configured yet have the warning icon next to them. Click and select ‘Planning (C:HyperionPlanning)’ product. Select ‘Data Source Configuration’ item and click ‘Next’ to proceed. Figure 26.1: Select products to configure Shehzad Kazmi Page 170

Hyperion Planning - System 9 [Installation Guide] 2. Keep the default selection of ‘Create Datasource’. Click ‘Next’ to proceed. Figure 26.2: Create Datasource Shehzad Kazmi Page 171

Hyperion Planning - System 9 [Installation Guide] 3. Fill in the Datasource details • Datasource Name: HDS • Datasource Description: Hyperion Data Source Figure 26.3: Datasource name Shehzad Kazmi Page 172

Hyperion Planning - System 9 [Installation Guide] 4. Select the previously configured Instance • Instance Name: UBLInstance Figure 26.4: Select Planning instance Shehzad Kazmi Page 173

Hyperion Planning - System 9 [Installation Guide] 6. Now fill in the database configuration details. • Database Details • Server: ubl • Port: 1521 • Database Details • Product: PLANNING • Database: HDS • User: hdsuser • Password: hdsuser Figure 26.6: Database configuration details Shehzad Kazmi Page 175

Hyperion Planning - System 9 [Installation Guide] 7. Fill in the Essbase Server configuration details. • Server: ubl • User: hypuser • Password: hypuser n Figure 26.7: Essbase Server details Shehzad Kazmi Page 176

Hyperion Planning - System 9 [Installation Guide] 27. Check Planning Services in Windows Open the Windows Service console to verify that the following services are registered: • Hyperion S9 Planning Figure 27.1: Windows Services Shehzad Kazmi Page 181

Hyperion Planning - System 9 [Installation Guide] 28. Reporting & Analysis Installation Reporting and Analysis consists of several components: • Reporting and Analysis Services • Reporting and Analysis UIServices • Reporting and Analysis Client These components need to be installed and configured in a specific sequence. The components are installed and configured in the following sequence: 1. Install Reporting and Analysis Services 2. Install Reporting and Analysis UIServices 3. Install Reporting and Analysis Client 4. Configure Reporting and Analysis 29. Reporting & Analysis Services Installation 1. Navigate to the installation files for Hyperion Reporting and Analysis Services. 2. Launch setup.exe. Shehzad Kazmi Page 182

Hyperion Planning - System 9 [Installation Guide] 4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed. Figure 29.2: Hyperion Reporting and Analysis Services welcome screen Shehzad Kazmi Page 184

Hyperion Planning - System 9 [Installation Guide] 8. Now select the directory for the Hyperion Reporting and Analysis Services component. You can use the predefined path and just click on ‘Next’ to proceed. Figure 29.6: Select Hyperion Reporting and Analysis Services directory Shehzad Kazmi Page 188

Hyperion Planning - System 9 [Installation Guide] 12. The wizard suggests launching the ‘Configuration Utility’. Keep the ‘Launch Hyperion Configuration Utility’ option unchecked and click on ‘Next’ to proceed. Figure 29.10: Launch configuration utility Shehzad Kazmi Page 192

Hyperion Planning - System 9 [Installation Guide] 30. Reporting & Analysis UIServices Installation 1. Navigate to the installation files for Hyperion Reporting and Analysis UIServices. 2. Launch setup.exe. 3. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 30.1: Select installation wizard language Shehzad Kazmi Page 193

Hyperion Planning - System 9 [Installation Guide] 4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed. Figure 30.2: Hyperion Reporting and Analysis UIServices welcome screen Shehzad Kazmi Page 194

Hyperion Planning - System 9 [Installation Guide] 8. Now select the directory for the Hyperion Reporting and Analysis UIServices component. You can use the predefined path and just click on ‘Next’ to proceed. Figure 30.6: Select Hyperion Reporting and Analysis UIServices directory Shehzad Kazmi Page 198

Hyperion Planning - System 9 [Installation Guide] 12. The wizard suggests launching the ‘Configuration Utility’. Keep the ‘Launch Hyperion Configuration Utility’ option unchecked and click on ‘Next’ to proceed. Figure 30.10: Launch configuration utility Shehzad Kazmi Page 202

Hyperion Planning - System 9 [Installation Guide] 31. Reporting & Analysis Client Installation 1. Navigate to the installation files for Hyperion Reporting and Analysis Client. 2. Launch setup.exe. 3. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 31.1: Select installation wizard language Shehzad Kazmi Page 203

Hyperion Planning - System 9 [Installation Guide] 4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed. Figure 31.2: Hyperion Reporting and Analysis Client welcome screen Shehzad Kazmi Page 204

Hyperion Planning - System 9 [Installation Guide] 8. Now select the directory for the Hyperion Reporting and Analysis Client component. You can use the predefined path and just click on ‘Next’ to proceed. Figure 31.6: Select Hyperion Reporting and Analysis Client directory Shehzad Kazmi Page 208

Hyperion Planning - System 9 [Installation Guide] 10. Keep 'English' as the default language for the product. Keep 'United States' as the default locale for Interactive Reporting Studio. Figure 31.8: Default language and formatting locale Shehzad Kazmi Page 210

Hyperion Planning - System 9 [Installation Guide] 32. Reporting & Analysis Configuration 1. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed. Figure 32.1: Select configuration wizard language Shehzad Kazmi Page 214

Hyperion Planning - System 9 [Installation Guide] 3. The wizard will now prompt you to select the products to configure. The products that aren’t configured yet have the warning icon next to them. Click and select ‘Hyperion Reporting and Analysis (C:HyperionBIPlus)’ product. Select 'Register with Shared Services', 'Product Options', 'Configure Database', 'Configure Financial Reporting', 'Deploy to Application Server' and 'Configure Web Server' items and click ‘Next’ to proceed. Figure 32.3: Select products to configure Shehzad Kazmi Page 216

Hyperion Planning - System 9 [Installation Guide] 4. Keep 'Impact Management Services' option checked on the Product Options page. Figure 32.4: Impact Management Services Shehzad Kazmi Page 217

Hyperion Planning - System 9 [Installation Guide] 7. Now fill in the database configuration details. • SID: HFR • User Name: hfruser • Password: hfruser • Data Tablespace: <default> • Index Tablespace: <default> Figure 32.7: Database configuration details Shehzad Kazmi Page 220

Hyperion Planning - System 9 [Installation Guide] 8. Keep the default options for Reporting and Analysis service configuration. • Core Service Port: 6801 • Name Service Port: 6798 • GSM Port: 6800 • Service Broker Port: 6797 • Job Service Port: 6796 • Event Service Port: 6794 • Repository Service Port: 6795 Figure 32.8: Port numbers Shehzad Kazmi Page 221

Hyperion Planning - System 9 [Installation Guide] 9. Keep the 'Select whether you want to configure SQR Production Reporting engine' option unchecked. Click 'Next' to proceed. Figure 32.9: SQR Production Reporting engine Shehzad Kazmi Page 222

Hyperion Planning - System 9 [Installation Guide] 12. Keep 'English' as the default language for the product. Keep 'United States' as the default locale for Interactive Reporting. Click 'Next' to proceed. Figure 32.12: Default language and formatting locale Shehzad Kazmi Page 225

Hyperion Planning - System 9 [Installation Guide] 13. Keep 'Apache HTTP Server' as the web server. Check the following options: • Financial Reporting • Web Analysis • Planning • BPM Architect Figure 32.13: Web Server configuration Shehzad Kazmi Page 226

Hyperion Planning - System 9 [Installation Guide] 14. Keep the default location for Apache HTTP Server location. Click 'Next' to proceed. Figure 32.14: Web Server location Shehzad Kazmi Page 227

Hyperion Planning - System 9 [Installation Guide] 15. Keep the default HTTP server port. Click 'Next' to proceed. • HTTP Port: 19000 Figure 32.15: Web Server Port Shehzad Kazmi Page 228

Hyperion Planning - System 9 [Installation Guide] 16. Select 'GNU Ghostscript 7.0.6 or AFPL Ghostscript 8.51' option (if you installed Ghostscript). Click 'Next' to proceed. Figure 32.16: Print service configuration Shehzad Kazmi Page 229

Hyperion Planning - System 9 [Installation Guide] 17. Keep the default values for Financial Reporting server configuration. Click 'Next' to proceed. • Workspace Web Application: http://ubl:19000 • Financial Reporting Print Service Location(s): ubl • Financial Reporting Schedule Service Location: ubl Figure 32.17: Financial Reporting server configuration Shehzad Kazmi Page 230

Hyperion Planning - System 9 [Installation Guide] 18. Keep the default values for Financial Reporting web application configuration. Click 'Next' to proceed. • Financial Server Reporting Location: ubl Figure 32.18: Financial Reporting server location Shehzad Kazmi Page 231

Hyperion Planning - System 9 [Installation Guide] 33. Check Reporting and Analysis Services in Windows Shehzad Kazmi Page 236

Hyperion Planning - System 9 [Installation Guide] Open the Windows Service console to verify that the following services are registered: • Hyperion S9 BI+ 9.3 Core Services 1 • Hyperion S9 BI+ 9.3 Financial Reporting Java RMI Registry • Hyperion S9 BI+ 9.3 Financial Reporting Print Server • Hyperion S9 BI+ 9.3 Financial Reporting Report Server • Hyperion S9 BI+ 9.3 Financial Reporting Scheduler Server • Hyperion S9 BI+ 9.3 Financial Reporting Web Application • Hyperion S9 BI+ 9.3 Interactive Reporting Service 1 • Hyperion S9 BI+ 9.3 Web Analysis • Hyperion S9 BI+ 9.3 Workspace Shehzad Kazmi Page 237 Figure 33.1: Windows Services

Hyperion Planning - System 9 [Installation Guide] Shehzad Kazmi Page 238

Hyperion Planning - System 9 [Installation Guide] 34. Creating Super User Shehzad Kazmi Page 239

Hyperion Planning - System 9 [Installation Guide] 1. Login to the User Management Console Figure 34.1: Login to User Management Console Shehzad Kazmi Page 240

Hyperion Planning - System 9 [Installation Guide] 2. Create a user. I have created a user with the following details. • User Name: shehzad • First Name: shehzad • Last Name: kazmi • Password: shehzad • Confirm Password: shehzad Figure 34.2: User creation window Shehzad Kazmi Page 241

Hyperion Planning - System 9 [Installation Guide] 3. User creation is confirmed Figure 34.3: User creation confirmation Shehzad Kazmi Page 242

Hyperion Planning - System 9 [Installation Guide] Shehzad Kazmi Page 243

Hyperion Planning - System 9 [Installation Guide] 35. Assigning Rights to Super User Shehzad Kazmi Page 244

Hyperion Planning - System 9 [Installation Guide] 1. Provision the user with all the roles available in the system. Figure 35.1: Provision roles Shehzad Kazmi Page 245

Hyperion Planning - System 9 [Installation Guide] 2. Role provisioning confirmation. Figure 35.2: Provisioning confirmation Shehzad Kazmi Page 246

Hyperion Planning - System 9 [Installation Guide] 36. Launching Workspace with Super User 1. Navigate to http://localhost:19000/workspace. Login to the system with the user created in the previous step. Figure 36.1: Login to workspace Shehzad Kazmi Page 247

Hyperion Planning - System 9 [Installation Guide] 2. The system will log you in and the default window will show the ‘Explore’ window. Use the ‘Navigate’ button to launch other features. Figure 36.2: Successful login Shehzad Kazmi Page 248

Hyperion Planning System 9 Installation Guide

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