Learn EPMA 11.1.1.3 (Volume - 1)

Know everything about Hyperion Enterprise Performance Management System – 11.1.1.3

Compiled by Hyperion Lover

About EPM products in brief.

Hyperion - Planning, Essbase and Reports

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Primary families of EPM System products

1. Oracle’s Hyperion Foundation Services.2. Oracle Essbase.3. Oracle’s Hyperion Reporting and

Analysis.4. Oracle’s Hyperion Financial

Performance Management Applications.5. Oracle’s Data Management. (not in the

scope of this presentation)


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1. Oracle’s Hyperion Foundation Services – list of products

A. Oracle’s Hyperion Shared Services.B. Oracle Enterprise Performance

Management Workspace, Fusion Edition.C. Performance Management Architect.D. Calculation Manager.E. Oracle Hyperion Smart View for Office,

Fusion Edition.


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A. Oracle’s Hyperion Shared Services.

Shared Services integrates EPM System products to provide user provisioning, lifecycle management, and task flow management. It also provide the Shared Services Registry, a central repository that simplifies product configuration by storing and re-using information for most EPM System products that you install.


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B. Oracle Enterprise Performance Management Workspace, Fusion EditionEPM Workspace provides a consistent and interactive thin-client

environment for working with EPM content. EPM Workspace is the Web client for the following products:

I. Reporting and Analysis.II. Oracle Hyperion Planning, Fusion Edition.III. Oracle Hyperion Profitability and Cost Management,

Fusion Edition.IV. Oracle Hyperion Financial Management, Fusion Edition.V. Oracle Hyperion EPM Architect, Fusion Edition.VI. Oracle Hyperion Performance Scorecard, Fusion Edition.VII. Hyperion Calculation Manager.

In addition, Oracle Business Intelligence Publisher and Oracle BI EE can be configured to integrate with EPM Workspace.


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C. Performance Management Architect.

Performance Management Architect enables creation and deployment of financial applications from a central location. The visual environment provided by Performance Management Architect provides a simple and intuitive user experience for modeling the financial business process, including data, dimensions, and application logic.

Performance Management Architect works with the following products:

I. Calculation Manager.II. Planning.III. Financial Management.IV. Oracle Essbase.V. Profitability and Cost Management.


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D. Calculation Manager

Calculation Manager is a module with which Planning, Financial Management, and Essbase users can design, validate, and administer business rules in a graphical environment. Users of classic Planning and Financial Management applications may use either Calculation Manager or Oracle’s Hyperion Business Rules to design and administer their business rules; users of EPM System applications, however, may use only calculation Manager to design and administer their business rules.


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E. Oracle Hyperion smart View for Office, Fusion Edition.

Smart View provides a common Microsoft Office addin for various EPM System products – Essbase, Financial Management, Planning, and Reporting and Analysis. Using Smart View, you can view, import, manipulate, distribute, and share data in Microsoft Excel, Word and PowerPoint interfaces.


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2. Oracle Essbase – list of products.

A. Essbase.B. Oracle Essbase Administration Services.C. Business Rules.D. Oracle Essbase Integration Services.E. Oracle Hyperion Provider Services.F. Oracle Hyperion Smart Search

Command Line Utility.G. Oracle Essbase Studio.


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A. Essbase

Essbase is the business analysis server technology that provides an environment for rapid development of custom analytic and enterprise performance management applications. Essbase supports extremely fast query response times for vast numbers of users, for large data sets, and for complex business models. It is hot – pluggable across any data source. It is a back-bone of all Hyperion suites.


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B. Oracle Essbase Administration Services

Administration Services is the cross-platform administration tool for Essbase. It consists of Administration Server (a Java middle-tier server), and Essbase Administration Console (a thin-client console).


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C. Business Rules

Business Rules, which is installed and configured as part of Administration Services, guides users through the creation, execution, and management of business rules on the Essbase Server component of Essbase. Business rules are similar to calc scripts but gives flexibility of selecting members. Only Classic Planning works with Business Rules.


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D. Oracle Essbase Integration Services.

Integration Services provides a suite of graphical tools that can be used to create Essbase databases, OLAP models, and metaoutlines.


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E. Oracle Hyperion Smart Search Command Line Utility

Smart Search Command Utility integrates with leading enterprise search solutions (Google Search Appliance and Oracle Secure Enterprise Search) to provide a familiar search interface. Using simple business terminology, users can obtain structured information from Essbase applications and databases. Information filtered according to user prileges is delivered in data grids and live links in Smart View of Office.


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F. Oracle Essbase Studio

Essbase Studio consolidates cube (database in Essbase is called cubes) construction activities into one interface, enabling consistent performance of data load and outline build.


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3. Reporting and Analysis – list of products.

A. Oracle’s Hyperion Interactive Reporting.

B. Oracle’s Hyperion Financial Reporting, Fusion Edition.

C. Oracle’s Hyperion SQR Production Reporting.

D. Oracle’s Hyperion Web Analysis.


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A. Oracle’s Hyperion Interactive Reporting

Interactive Reporting provides intuitive user-directed query and analysis capabilities. This business intelligence software delivers these capabilities through an interface that enables users to design dashboards, and then monitor and navigate to relevant information.


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B. Oracle’s Hyperion Financial Reporting, Fusion Edition.

Financial Reporting enables generation of formatted, book-quality financial and management reports that comply with regulations and external requirements.


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C. Oracle’s Hyperion SQR Production Reporting

Production Reporting generates high volume, presentation-quality formatted reports and provides unparalleled performance – even when data comes from disparate sources.


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D. Oracle’s Hyperion Web Analysis

Web Analysis delivers online analytical processing (OLAP) analysis, presentation, and reporting for the extended enterprise.


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4. Financial Performance Management Applications – list of products.

A. Planning.B. Financial Management. (not in the

scope of this presentation)C. Performance Scorecard. (not in the

scope of this presentation)D. Oracle Hyperion Strategic Finance,

Fusion Edition. (not in the scope of this presentation)

E. Profitability and Cost Management.


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A. PlanningPlanning is a centralized planning, budgeting, and

forecasting solution that integrates financial and operational planning processes. Planning provides an in-depth look at business operations and their impact on financials by tightly integrating financial and operational planning models. With Planning, you can meet your immediate financial planning needs and also enable future cross-functional expansion and automated process integration.

Planning administrators can create two type of applications: Classic Planning Application, which use Business

Rules, Performance Management Architect Planning

applications, which use Calculation Manager business rules.

EPM System Product Architecture.


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Architecture for Foundation Services products.

Product Client Tier Web ServerWeb

Application Server

Services Tier

Shared Services X X

EPM Workspace X X X

Performance Management

ArchitectX X X X

Calculation Manager

X X

Smart View for Office

X


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Architecture for Essbase products.


Application Server

Services Tier

Essbase X

Administration Services

X X X

Integration Services

X X

Provider Services X X X

Smart Search X

Essbase Studio X X


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Architecture for Reporting and Analysis products.


Application Server

Services Tier

Interactive Reporting

X X X

Financial Reporting

X X X X

Production Reporting

X X

Web Analysis X X X

Planning X X X


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Server Disk Space and RAM

ProductDisc Space

(Min)RAM

(Minimum)

Shared Services

800 MB 1.5 GB

EPM Workspace

2 GB 1 GB

Performance Mgmt.

Architect125 MB 1 GB

Calculation Manager

45 MB 256 MB


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Server Disk Space and RAM (contd.)

ProductDisc Space

(Min)RAM

(Minimum)

Essbase Server 2 GB 1 GB

Application Pgm. Interface

40 MB 256 MB


1 GB32 MB X no. of

user

Essbase Integration

Server340 MB 256 MB


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Product Disc Space (Min) RAM (Minimum)

Provider Services 680 MB 340 MB

Essbase Studio Server

120 MB 256 MB

Financial Reporting

400 MB 1 GB

Interactive Reporting

1 GB 1 GB


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ProductDisc Space

(Min)RAM

(Minimum)

Production Reporting

400 MB 256 MB

Web Analysis 2 GB 1 GB

Planning 10 GB 2 GB


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Server information (For testing purposes)

For testing purposes all the mentioned products are installed in one server with following specification.

Operating System: Windows XP Professional.

Hard Drive: 40 GBRAM: 2 X 2 GB RAMProcessor: 32 bit Pentium Processor.

Installation of EPMA

Preparing Your Environment

Preparing a database

SQL Server 2005


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Using a Microsoft SQL Server Database.

When you set the security properties for the database, select the following Authentic option:

SQL Server and Windows.

Database users must be assigned ownership of the database, which provides DB_OWNER privileges, and BULK_INSERT


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Microsoft SQL Server Sizing Guidelines

Product Sizing GuidelineShared Services

Start with 100 MB, and add more as the number of migrations with Lifecycle Management and the number of audit records increases.

EPM Workspace

The amount of space needed depends on the aggregated size of the object that you can plan to store in the repository. Oracle recommends starting with at least 250 MB, which provides space to expand the EPM Workspace repository without having to increase the data file or table space.

Performance Management Architect

Oracle recommends with at least 250MB


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Microsoft SQL Server Sizing Guidelines (cont.)

Product Sizing Guideline


The amount of space needed depends on the metadata created. Oracle recommends starting with at 32 MB

Essbase Studio

The amount of space needed depends on the metadata created. Oracle recommends starting with at 32 MB

Planning and Calc. Manager

100 MB for application with 5,000 or fewer total members. 200 MB for application with 15,000 or fewer total members.

Financial Management

100 MB for application with 5,000 or fewer total members. 200 MB for application with 15,000 or fewer total members.


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Installing SQL Server 2005


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Microsoft SQL Server Management Studio Express Installation


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Preparing Web Application Servers.

Many EPM System products require a Web application server. EPM Workspace and the application being integrated must be deployed to the same Web application server type. For example, if EPM Workspace is deployed to Oracle WebLogic Server, Performance Management Architect must also be deployed to WebLogic server.


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Preparing Web Application Servers – General Considerations

When deploying to an application server, EPM System products cannot be installed to directories with name that contain spaces.

For automatic deployment, the Web server must reside on the same machine where EPM Workspace will be deployed.

Set all Web applications to have a session timeout that exceeds 10 minutes.


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Preparing Web Application Servers – Embedded Java Container

Oracle provides the Embedded Java Container, which is provided on the installation media for use with the deployment of EPM System products.

For automatic deployment, the Web server must reside on the same machine where EPM Workspace will be deployed.

In this project I used Embedded Java Container as our Web Application server.


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Microsoft Internet Information Services Performance Management Architect service

requires IIS to be installed with ASP.NET support enabled before configuration.

Ensure that the IIS services are running. If .NET 2.0 Framework is not installed on

your machine, Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition automatically installs it for you.

If.NET 2.0 is installed then it must be registered and enabled with IIS.


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To enable .NET 2.0 on Windows 2003 machines

1. Open IIS Manager.2. On the left pane, select Web Services Extensions.3. If ASP.NET 2.0 is listed in the right pane, enable it by

ensuring that the Status column is set to Allowed.4. If ASP.NET 2.0 is not listed in the right pane and .NET

2.0 is installed, register .NET 2.0 with IIS:a) From the command prompt, go to this directory: c:\

Windows\Microsoft.NET\Framework\V2.0.50727b) Enter aspnet_regiis.exe –iru.c) Repeat steps 1,2, and 3.


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Preparing Web Browsers Enable JavaScript. Enable cookies. Allow pop-up windows. Enable ActiveX

Enable the setting “Run ActiveX controls and plug-ins”.

Enable the setting “Script ActiveX controls marked safe for scripting”.

Hyperion works best with Internet Explorer.


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Preparing for Installation – Downloading the Installation Files. Create a directory to store EPM System

files. Download the required files from the

“Oracle Enterprise Performance Management System” page of Oracle E-Delivery (http://edelivery.oracle.com/) site into the directory mentioned above.

Unzip all the files in the same location. If you are prompted that any files or common components already exist, click Yes to continue.


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Preparing for Installation – Downloading the Installation Files for this project.

Product No.

Name Product No.

Name

V17367-01 Hyperion Planning V17382-01 Hyp EPM Sys Installer

V17369-01 Hyp. EPM – 2 of 4 V17388-01 Hyp Essbase Client

V17370-01 Hyp. EPM – 3 of 4 V17389-01 Hyp Essbase Server

V17371-01 Hyp. EPM – 4 of 4 V17390-01 Hyp Provider Service

V17378-01 Hyp. Finanical Report V17397-01 Hyp EPM – 1 of 4

V17380-01 Hyp Web Analysis V17398-01 Hyp EPM Architect


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Installing EPM System Products in Windows

To install EPM System products Double click installTool.cmd in the root directory to which EPM System Installer files were extracted.

Following slides contains the screenshots of installing steps


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Select a language - English


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Welcome Page


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Welcome Page (contd.)

EPM System Installer checks whether the system has a supported operating system and meets minimum memory requirements to run the installation, and whether the user installing has administrator privileges. EPM System Installer also attempts to discover the computer host name. If the machine host name resolves to an IP address, EPM System Installer provides a warning.


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Destination Page


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Destination Page (contd.)

Destination for the installation needs to be specified here.

Destination path cannot contain spaces.

The destination which is specified here becomes Hyperion Home directory.


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Installation Type Page


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Installation Type Page (cont.) “New Installation” in this case. If the “New Installation” option is not

available, your machine might have improperly deleted previous version of EPM System products. Search for and rename vpd.properties (usually in the /windows directory)

You cannot combine installation types in one session. For example, you cannot perform a new installation of one product at the same time you perform a reinstallation of another product.


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Product Selection Page


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Product Selection Page (cont.) Select a product component to see

information and status about it in the lower portion of the screen. If Microsoft Internet Information Server (IIS) is required for your installation, and it is not installed, a warning is noted in the lower portion of the screen, and you cannot proceed until you install IIS. If you are installing on an unsupported platform, a warning is displayed.


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Confirmation Page.


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Summary Page.

To be continued with Configuration

Learn EPMA 11.1.1.3 (Volume - 1)

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