4. 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
5. 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
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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
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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
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4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.
Figure 4.2: Hyperion Shared Services welcome screen
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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
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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
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7. Define the path for the Hyperion Home. All components will be installed to this path.
Figure 4.5: Select Hyperion Home directory
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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
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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
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10. You can verify the components being installed on the summary screen. Click ‘Next’ to proceed.
Figure 4.8: Summary
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11. It takes a few moments for the installation to complete.
Figure 4.9: Installation progress
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12. The wizard now confirms the completion of the installation. Click on ‘Next’ to proceed.
Figure 4.10: Installation completion summary
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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
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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
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2. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.
Figure 5.2: Configuration Utility welcome screen
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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
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4. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed.
Figure 5.4: Select database
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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
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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
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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
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8. You can verify the configuration items on the summary screen. Click ‘Next’ to proceed.
Figure 5.8: Configuration summary
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10. Application server deployment progress.
Figure 5.10: Application server deployment progress
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11. Post configuration summary verifies if the configuration was successful. Click ‘Next’ to proceed.
Figure 5.11: Configuration completion summary
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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
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13. The wizard confirms that all configuration tasks have completed. Click ‘Finish’ to exit.
Figure 5.13: Configuration complete
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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
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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
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2. Login using the default user ‘admin/password’ (username/password)
Figure 7.2: Login to Hyperion Shared Services
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3. After successful login, you will see the main console window.
Figure 7.3: Hyperion Shared Services Main Console
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4. Navigate to ‘User Directories’->’Native Directory’. Right-click on ‘Users’ and select ‘Create User’.
Figure 7.4: User Directory
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5. This will bring up the user creation window.
Figure 7.5: Create User window
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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
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7. User creation is verified. Click on ‘OK’ to dismiss the user creation window.
Figure 7.7: User creation confirmation
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8. Click on the ‘Show All’ button to verify the user you just created.
Figure 7.8: Configured users
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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
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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
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3. Verify roles/rights assignment on Provision Summary screen. Click ‘OK’ to proceed.
Figure 8.3: Provision summary
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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.
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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
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4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.
Figure 10.2: Hyperion Essbase Client welcome screen
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5. The wizard will now prompt you to select a location. Continue with the default location ‘United States’ and click ‘Next’ to proceed.
Figure 10.3: Select location
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6. Read through the license agreement if you want to. Or you can select ‘I Agree’ and click on ‘Next’ to proceed.
Figure 10.4: License agreement
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7. The path will already be defined for Hyperion Home. All components will be installed to this path.
Figure 10.5: Hyperion Home directory
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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
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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 10.7: Select setup type
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10. Select ‘ESSLANG’. I’d suggest you continue with the default selection of ‘English (Latin1)’. Click ‘Next’ to proceed.
Figure 10.8: Select ESSLANG
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11. You can verify the components being installed on the summary screen. Click ‘Next’ to proceed.
Figure 10.9: Summary
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12. It takes a few moments for the installation to complete.
Figure 10.10: Installation progress
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13. The wizard now confirms the completion of the installation. Click on ‘Next’ to proceed.
Figure 10.11: Installation completion summary
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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
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4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.
Figure 11.2: Hyperion Essbase Server welcome screen
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5. The wizard will now prompt you to select a location. Continue with the default location ‘United States’ and click ‘Next’ to proceed.
Figure 11.3: Select location
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6. Read through the license agreement if you want to. Or you can select ‘I Agree’ and click on ‘Next’ to proceed.
Figure 11.4: License agreement
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7. The path will already be defined for Hyperion Home. All components will be installed to this path.
Figure 11.5: Hyperion Home directory
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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
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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 11.7: Select setup type
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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
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11. Select ‘ESSLANG’. I’d suggest you continue with the default selection of ‘English (Latin1)’. Click ‘Next’ to proceed.
Figure 11.9: Select ESSLANG
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12. You can verify the components being installed on the summary screen. Click ‘Next’ to proceed.
Figure 11.10: Summary
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13. It takes a few moments for the installation to complete.
Figure 11.11: Installation progress
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14. The wizard now confirms the completion of the installation. Click on ‘Next’ to proceed.
Figure 11.12: Installation completion summary
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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
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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
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2. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.
Figure 12.2: Configuration Utility welcome screen
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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
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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
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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
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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
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8. You can verify the configuration items on the summary screen. Click ‘Next’ to proceed.
Figure 12.8: Configuration summary
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9. Post configuration summary verifies if the configuration was successful. Click ‘Next’ to proceed.
Figure 12.9: Configuration completion summary
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10. Confirm if you wish to return to ‘Product Selection Panel’. Default selection is ‘No’. Click ‘Next’ to proceed.
Figure 12.10: Return to product selection panel
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11. The wizard confirms that all configuration tasks have completed. Click ‘Finish’ to exit.
Figure 12.11: Configuration complete
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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
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4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.
Figure 13.2: Essbase Administration Services welcome screen
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5. The wizard will now prompt you to select a location. Continue with the default location ‘United States’ and click ‘Next’ to proceed.
Figure 13.3: Select location
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6. Read through the license agreement if you want to. Or you can select ‘I Agree’ and click on ‘Next’ to proceed.
Figure 13.4: License agreement
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7. The path will already be defined for Hyperion Home. All components will be installed to this path.
Figure 13.5: Hyperion Home directory
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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
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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 13.7: Select setup type
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10. Select ‘ESSLANG’. I’d suggest you continue with the default selection of ‘English (Latin1)’. Click ‘Next’ to proceed.
Figure 13.8: Select ESSLANG
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11. You can verify the components being installed on the summary screen. Click ‘Next’ to proceed.
Figure 13.9: Summary
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12. It takes a few moments for the installation to complete.
Figure 13.10: Installation progress
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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
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14. The wizard suggests launching the ‘Configuration Utility’. Check the ‘Launch Hyperion Configuration Utility’ check box and click on
‘Next’ to proceed.
Figure 13.14: Launch configuration utility
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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
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2. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.
Figure 14.2: Configuration Utility welcome screen
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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
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5. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed.
Figure 14.5: Select database
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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
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7. Select the application server and deployment type.
• Application Server: Apache Tomcat 5
• Deployment Type: Automatic
Figure 14.7: Select application server and deployment type
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8. 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 14.8: Deploy as a service
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9. You can verify the configuration items on the summary screen. Click ‘Next’ to proceed.
Figure 14.9: Configuration summary
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10. Post configuration summary verifies if the configuration was successful. Click ‘Next’ to proceed.
Figure 14.10: Configuration completion summary
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11. Confirm if you wish to return to ‘Product Selection Panel’. Default selection is ‘No’. Click ‘Next’ to proceed.
Figure 14.11: Return to product selection panel
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12. The wizard confirms that all configuration tasks have completed. Click ‘Finish’ to exit.
Figure 14.12: Configuration complete
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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.
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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
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4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.
Figure 17.2: Provider Services welcome screen
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5. The wizard will now prompt you to select a location. Continue with the default location ‘United States’ and click ‘Next’ to proceed.
Figure 17.3: Select location
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6. Read through the license agreement if you want to. Or you can select ‘I Agree’ and click on ‘Next’ to proceed.
Figure 17.4: License agreement
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7. The path will already be defined for Hyperion Home. All components will be installed to this path.
Figure 17.5: Hyperion Home directory
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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
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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 17.7: Select setup type
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10. Select ‘ESSLANG’. I’d suggest you continue with the default selection of ‘English (Latin1)’. Click ‘Next’ to proceed.
Figure 17.8: Select ESSLANG
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11. You can verify the components being installed on the summary screen. Click ‘Next’ to proceed.
Figure 17.9: Summary
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12. It takes a few moments for the installation to complete.
Figure 17.10: Installation progress
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13. The wizard suggests launching the ‘Configuration Utility’. Check the ‘Launch Hyperion Configuration Utility’ check box and click on
‘Next’ to proceed.
Figure 17.11: Launch configuration utility
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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
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2. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.
Figure 18.2: Configuration Utility welcome screen
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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
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5. Select the application server and deployment type.
• Application Server: Apache Tomcat 5
• Deployment Type: Automatic
Figure 18.5: Select application server and deployment type
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6. 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 18.6: Deploy as a service
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7. You can verify the configuration items on the summary screen. Click ‘Next’ to proceed.
Figure 18.7: Configuration summary
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8. Post configuration summary verifies if the configuration was successful. Click ‘Next’ to proceed.
Figure 18.8: Configuration completion summary
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9. Confirm if you wish to return to ‘Product Selection Panel’. Default selection is ‘No’. Click ‘Next’ to proceed.
Figure 18.9: Return to product selection panel
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10. The wizard confirms that all configuration tasks have completed. Click ‘Finish’ to exit.
Figure 18.10: Configuration complete
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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.
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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 20.1: Select installation wizard language
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4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.
Figure 20.2: Planning 9.3.1 welcome screen
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5. The wizard will now prompt you to select a location. Continue with the default location ‘United States’ and click ‘Next’ to proceed.
Figure 20.3: Select location
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6. Read through the license agreement if you want to. Or you can select ‘I Agree’ and click on ‘Next’ to proceed.
Figure 20.4: License agreement
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7. The path will already be defined for Hyperion Home. All components will be installed to this path.
Figure 20.5: Hyperion Home directory
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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
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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 20.7: Select setup type
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10. The wizard will install VC redistributable.
Figure 20.8: Installing VC Redistributable
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11. You can verify the components being installed on the summary screen. Click ‘Next’ to proceed.
Figure 20.9: Summary
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12. It takes a few moments for the installation to complete.
Figure 20.10: Installation progress
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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
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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
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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
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2. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.
Figure 22.2: Configuration Utility welcome screen
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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
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5. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed.
Figure 22.5: Select database
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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
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7. Select the application server and deployment type.
• Application Server: Apache Tomcat 5
• Deployment Type: Automatic
Figure 22.7: Select application server and deployment type
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8. 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 22.8: Deploy as a service
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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
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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
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11. Continue with the default value for EPM Architect Web Server details
• Port: 19091
Figure 22.11: Web Server details
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12. You can verify the configuration items on the summary screen. Click ‘Next’ to proceed.
Figure 22.12: Configuration summary
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13. Post configuration summary verifies if the configuration was successful. Click ‘Next’ to proceed.
Figure 22.13: Configuration completion summary
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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
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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
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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
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3. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed.
Figure 24.3: Select database
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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
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5. Select the application server and deployment type.
• Application Server: Apache Tomcat 5
• Deployment Type: Automatic
Figure 24.5: Select application server and deployment type
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6. 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 24.6: Deploy as a service
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7. Post configuration summary verifies if the configuration was successful. Click ‘Next’ to proceed.
Figure 24.7: Configuration completion summary
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8. Confirm if you wish to return to ‘Product Selection Panel’. Default selection is ‘No’. Select 'Yes' and click ‘Next’ to proceed.
Figure 24.8: Return to product selection panel
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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
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2. Keep the default selection of ‘Create Instance’. Click ‘Next’ to proceed.
Figure 25.2: Create Instance
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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
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4. You can verify the configuration items on the summary screen. Click ‘Next’ to proceed.
Figure 25.4: Configuration summary
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5. Post configuration summary verifies if the configuration was successful. Click ‘Next’ to proceed.
Figure 25.5: Configuration completion summary
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6. Confirm if you wish to return to ‘Product Selection Panel’. Default selection is ‘No’. Select 'Yes' and click ‘Next’ to proceed.
Figure 25.6: Return to product selection panel
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26. Creating Data Source
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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
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2. Keep the default selection of ‘Create Datasource’. Click ‘Next’ to proceed.
Figure 26.2: Create Datasource
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3. Fill in the Datasource details
• Datasource Name: HDS
• Datasource Description: Hyperion Data Source
Figure 26.3: Datasource name
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5. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed.
Figure 26.5: Select database
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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
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7. Fill in the Essbase Server configuration details.
• Server: ubl
• User: hypuser
• Password: hypuser
n
Figure 26.7: Essbase Server details
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8. You can verify the configuration items on the summary screen. Click ‘Next’ to proceed.
Figure 26.8: Configuration summary
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9. Post configuration summary verifies if the configuration was successful. Click ‘Next’ to proceed.
Figure 26.9: Configuration completion summary
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10. Confirm if you wish to return to ‘Product Selection Panel’. Default selection is ‘No’. Click ‘Next’ to proceed.
Figure 26.10: Return to product selection panel
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11. The wizard confirms that all configuration tasks have completed. Click ‘Finish’ to exit.
Figure 26.11: Configuration complete
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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
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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.
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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 29.1: Select installation wizard language
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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
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5. The wizard will now prompt you to select a location. Continue with the default location ‘United States’ and click ‘Next’ to proceed.
Figure 29.3: Select location
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6. Read through the license agreement if you want to. Or you can select ‘I Agree’ and click on ‘Next’ to proceed.
Figure 29.4: License agreement
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7. The path will already be defined for Hyperion Home. All components will be installed to this path.
Figure 29.5: Hyperion Home directory
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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
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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 29.7: Select setup type
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