Hyperion Planning - System 9: Installation Guide

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Hyperion Planning System 9 Installation Guide

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Shehzad Kazmi

Hyperion Planning - System 9

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Installation Guide

Contents 1.

Assumptions for this guide ................................................................................................................... 5 Intended Audience .................................................................................................................................... 5 Installation Environment........................................................................................................................... 5 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

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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

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10.

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

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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

Installation Environment

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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.

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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)

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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 Hyperion Shared Services Hyperion Administration Services Shehzad Kazmi

Database HSS

User (Password) hssuser (hssuser)

HAS

hasuser (hasuser)

• • • •

Rights and Roles DBA Resource DBA Resource Page 5

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Hyperion Planning (Data Source) Hyperion Reporting & Analysis

HEPM

hepmuser (hepmuser)

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DBA Resource

HPLN

hplnuser (hplnuser)

HDS

hdsuser (hdsuser)

HFR

hfruser (hfruser)

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DBA Resource DBA Resource DBA Resource

3. Installation Sequence

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Oracle Hyperion Enterprise Performance Management Architect Hyperion Planning

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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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The installation sequence requires the installation of the Hyperion Planning – System 9 components in the following order:

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4. Shared Services Installation

1. Navigate to the installation files for Hyperion Shared 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.

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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.

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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.

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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.

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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.

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Figure 4.8: Summary

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11. It takes a few moments for the installation to complete.

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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.

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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.

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1. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed.

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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.

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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.

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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.

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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.

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Figure 5.8: Configuration summary

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9. Database configuration progress.

Figure 5.9: Database configuration progress

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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.

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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

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Figure 6.1: Windows Services

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7. Creating Configuration User

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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’.

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Figure 7.4: User Directory

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5. This will bring up the user creation window.

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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

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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.

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Figure 7.7: User creation confirmation

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8. Click on the ‘Show All’ button to verify the user you just created.

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Figure 7.8: Configured users

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8. Assigning Rights to Configuration User

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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.

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Figure 8.2: Provision window

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3. Verify roles/rights assignment on Provision Summary screen. Click ‘OK’ to proceed.

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Figure 8.3: Provision summary

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9. Essbase Installation Essbase consists of 5 components:

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Essbase Server Essbase Client Essbase Administration Services Essbase Provider Services Essbase Integration Services

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• • • • •

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:

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Install Essbase Client Install Essbase Server Configure Essbase Install Essbase Administration Services Configure Essbase Administration Services Install Essbase Provider Services Configure Essbase Provider Services

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1. 2. 3. 4. 5. 6. 7.

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Figure 10.9: Summary

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12. It takes a few moments for the installation to complete.

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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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Essbase Server Installation

1. Navigate to the installation files for Essbase Server. 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.

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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.

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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.

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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.

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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.

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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.

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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.

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Figure 11.10: Summary

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13. It takes a few moments for the installation to complete.

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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.

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Figure 11.13: Launch configuration utility

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Essbase Configuration

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1. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed.

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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:\Hyperion\AnalyticServices)’ product. Select 'Product Options', 'Register with Shared Services' and ‘Register Analytic Services Server as Windows Server’ items and click ‘Next’ to proceed.

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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'.

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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

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Figure 12.6: Essbase Server ports

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7. Enter location of Hyperion Shared Services. • Server: ubl • Port: 58080 • User: configuser • Password: configuser

Figure 12.7: Shared Services details

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8. You can verify the configuration items on the summary screen. Click ‘Next’ to proceed.

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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.

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Figure 12.11: Configuration complete

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Essbase Administration Services Installation

1. Navigate to the installation files for Essbase Administration 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.

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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.

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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.

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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.

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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.

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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.

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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.

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Figure 13.9: Summary

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12. It takes a few moments for the installation to complete.

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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

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Figure 13.11: Replace MFC71.dll

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Figure 13.12: Replace MSVCP71.dll

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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.

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Figure 13.14: Launch configuration utility

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Essbase Administration Services Configuration

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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:\Hyperion\AnalyticAdministrationServices)’ 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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4. Enter location of Hyperion Shared Services. • Server: ubl • Port: 58080 • User: configuser • Password: configuser

Figure 14.4: Shared Services details

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5. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed.

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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.

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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.

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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.

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Figure 14.12: Configuration complete

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Check Essbase Administration Services in Windows

Open the Windows Service console to verify that the following services are registered: Hyperion S9 Administration Services ATS5

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Figure 15.1: Windows Services

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Check Essbase Administration Services

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Figure 17.9: Summary

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12. It takes a few moments for the installation to complete.

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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.

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Figure 17.11: Launch configuration utility

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Essbase Provider Services Configuration

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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:\Hyperion\AnalyticProviderServices)’ 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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4. Enter location of Hyperion Shared Services. • Server: ubl • Port: 58080 • User: configuser • Password: configuser

Figure 18.4: Shared Services details

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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.

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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.

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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.

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Figure 18.10: Configuration complete

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Hyperion Planning - System 9 [Installation Guide]

Check Hyperion Provider Services in Windows

Open the Windows Service console to verify that the following services are registered: Hyperion S9 Provider Services ATS5

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Figure 19.1: Windows Services

Hyperion Planning Installation

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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.

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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.

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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.

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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.

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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.

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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.

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Figure 20.7: Select setup type

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10. The wizard will install VC redistributable.

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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.

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Figure 20.9: Summary

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12. It takes a few moments for the installation to complete.

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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.

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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:

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Hyperion S9 EPM Architect Engine Manager Hyperion S9 EPM Architect Event Manager Hyperion S9 EPM Architect Job Manager Hyperion S9 EPM Architect Process Manager

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Figure 21.1: Windows Services

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Oracle Hyperion Enterprise Performance Management Architect Configuration

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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.

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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:\Hyperion\BPMA)’ 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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4. Enter location of Hyperion Shared Services. • Server: ubl • Port: 58080 • User: configuser • Password: configuser

Figure 22.4: Shared Services details

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5. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed.

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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.

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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

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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.

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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:

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Hyperion S9 EPM Architect Data Synchronization Server ATS5 Hyperion S9 EPM Architect Web ATS5

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Figure 23.1: Windows Services

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Planning Configuration

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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:\Hyperion\Planning)’ 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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2. Enter location of Hyperion Shared Services. • Server: ubl • Port: 58080 • User: configuser • Password: configuser

Figure 24.2: Shared Services details

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3. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed.

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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.

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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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Creating Planning Instance

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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:\Hyperion\Planning)’ 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.

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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.

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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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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:\Hyperion\Planning)’ 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.

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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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4. Select the previously configured Instance • Instance Name: UBLInstance

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Figure 26.4: Select Planning instance

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5. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed.

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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.

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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.

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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

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Figure 27.1: Windows Services

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28.

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Reporting & Analysis Installation

Reporting and Analysis consists of several components: Reporting and Analysis Services Reporting and Analysis UIServices Reporting and Analysis Client

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Install Reporting and Analysis Services Install Reporting and Analysis UIServices Install Reporting and Analysis Client Configure Reporting and Analysis

Reporting & Analysis Services Installation

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These components need to be installed and configured in a specific sequence. The components are installed and configured in the following sequence:

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.

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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.

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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.

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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.

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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.

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Figure 29.7: Select setup type

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10. You can verify the components being installed on the summary screen. Click ‘Next’ to proceed.

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Figure 29.8: Summary

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11. It takes a few moments for the installation to complete.

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Figure 29.9: Installation progress

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12. The wizard suggests launching the ‘Configuration Utility’. Keep the ‘Launch Hyperion Configuration Utility’ option unchecked and click on ‘Next’ to proceed.

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Figure 29.10: Launch configuration utility

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Reporting & Analysis UIServices Installation

1. Navigate to the installation files for Hyperion Reporting and Analysis UIServices. 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.

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Figure 30.1: Select installation wizard language

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4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.

Figure 30.2: Hyperion Reporting and Analysis UIServices 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.

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Figure 30.3: 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.

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Figure 30.4: License agreement

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7. The path will already be defined for Hyperion Home. All components will be installed to this path.

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Figure 30.5: Hyperion Home directory

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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

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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.

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Figure 30.7: Select setup type

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10. You can verify the components being installed on the summary screen. Click ‘Next’ to proceed.

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Figure 30.8: Summary

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11. It takes a few moments for the installation to complete.

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Figure 30.9: Installation progress

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12. The wizard suggests launching the ‘Configuration Utility’. Keep the ‘Launch Hyperion Configuration Utility’ option unchecked and click on ‘Next’ to proceed.

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Figure 30.10: Launch configuration utility

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Reporting & Analysis Client Installation

1. Navigate to the installation files for Hyperion Reporting and Analysis 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.

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Figure 31.1: Select installation wizard language

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4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.

Figure 31.2: Hyperion Reporting and Analysis 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.

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Figure 31.3: 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.

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Figure 31.4: License agreement

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7. The path will already be defined for Hyperion Home. All components will be installed to this path.

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Figure 31.5: Hyperion Home directory

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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

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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.

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Figure 31.7: Select setup type

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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

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11. You can verify the components being installed on the summary screen. Click ‘Next’ to proceed.

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Figure 31.9: Summary

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12. It takes a few moments for the installation to complete.

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Figure 31.10: 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.

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Figure 31.11: Launch configuration utility

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Reporting & Analysis Configuration

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1. The wizard prompts to select a language to be used for the wizard. The default selection is ‘English’. Click on ‘OK’ to proceed.

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Figure 32.1: Select configuration wizard language

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2. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.

Figure 32.2: 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 Reporting and Analysis (C:\Hyperion\BIPlus)’ 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

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4. Keep 'Impact Management Services' option checked on the Product Options page.

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Figure 32.4: Impact Management Services

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5. Enter location of Hyperion Shared Services. • Server: ubl • Port: 58080 • User: configuser • Password: configuser

Figure 32.5: Shared Services details

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6. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed.

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Figure 32.6: Select database

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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

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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

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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

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10. Select the application server and deployment type. • Application Server: Apache Tomcat 5 • Deployment Type: Automatic

Figure 32.10: Select application server and deployment type

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11. Now select if you wish to deploy the application server as a Windows service. This option should already be checked. Click ‘Next’ to proceed.

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Figure 32.11: Deploy as a service

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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

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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

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14. Keep the default location for Apache HTTP Server location. Click 'Next' to proceed.

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Figure 32.14: Web Server location

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15. Keep the default HTTP server port. Click 'Next' to proceed. • HTTP Port: 19000

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Figure 32.15: Web Server Port

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16. Select 'GNU Ghostscript 7.0.6 or AFPL Ghostscript 8.51' option (if you installed Ghostscript). Click 'Next' to proceed.

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Figure 32.16: Print service configuration

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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

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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

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19. You can verify the configuration items on the summary screen. Click ‘Next’ to proceed.

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Figure 32.19: Configuration summary

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20. Post configuration summary verifies if the configuration was successful. Click ‘Next’ to proceed.

Figure 32.20: Configuration completion summary

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21. Confirm if you wish to return to ‘Product Selection Panel’. Default selection is ‘No’. Click ‘Next’ to proceed.

Figure 32.21: Return to product selection panel

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22. The wizard confirms that all configuration tasks have completed. Click ‘Finish’ to exit.

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Figure 32.22: Configuration complete

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Check Reporting and Analysis Services in Windows

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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

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Open the Windows Service console to verify that the following services are registered:

Figure 33.1: Windows Services

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Creating Super User

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1. Login to the User Management Console

Figure 34.1: Login to User Management Console

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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

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3. User creation is confirmed

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Figure 34.3: User creation confirmation

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Assigning Rights to Super User

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35.

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1. Provision the user with all the roles available in the system.

Figure 35.1: Provision roles

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2. Role provisioning confirmation.

Figure 35.2: Provisioning confirmation

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Hyperion Planning - System 9 [Installation Guide] 36.

Launching Workspace with Super User

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1. Navigate to http://localhost:19000/workspace. Login to the system with the user created in the previous step.

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Figure 36.1: Login to workspace

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2. The system will log you in and the default window will show the ‘Explore’ window. Use the ‘Navigate’ button to launch other features.

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Figure 36.2: Successful login

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