Hyperion Business Performance

Management Installation Checklist

This document helps you to install and configure the latest release of Hyperion Business Performance
Management products successfully. It provides an overview of the installation procedure and considerations to be
aware of when you install multiple Hyperion products. Read this document first, before you install Hyperion
Business Performance Management products. For information about system requirements, refer to the Installation
Guide for each product. For late-breaking information and known issues, refer to the Readme for each product.
This document addresses the following products:
● *Essbase Administration Services 7.1
● *Essbase Analytic Services 7.1 (supports Hyperion Hub through Essbase Administration Services 7.1)
● Essbase Deployment Services 7.1
● *Essbase Integration Services 7.1
● Essbase Spreadsheet Services 7.1
● *Hyperion Analyzer 7.0.x
● *Hyperion Application Builder 7.0.x
● *Hyperion Business Modeling 3.5.x
● *Hyperion Central 7.0.x
● Hyperion Enterprise 6.3.x
● *Hyperion Financial Management 3.5.x
● *Hyperion Hub 7.0.x
● Hyperion Objects 7.0.x
● Hyperion Performance Scorecard 3.1.x
● *Hyperion Performance Suite 8.2.x
● *Hyperion Planning 3.5.x
● *Hyperion Reports 7.0.x
● Hyperion Strategic Finance 3.5.x
● Hyperion Translation Manager 7.0.x
* Products that support Hyperion Hub

Hyperion Business Performance Management Installation Checklist 1

Installation Checklist
The following table lists the high-level tasks for installing and configuring Hyperion products. Steps related to
Hyperion Hub or external authentication apply only if you are using them. Not all products support Hyperion
Hub. See the list on the previous page for products that support Hyperion Hub. External authentication is required
if you are using Hyperion Hub.

✔ Installation and Configuration Steps Where to Find Details

1. Set up one or more external authentication repositories, using one of the Documentation for your
supported external authentication providers: Lightweight Directory Access external authentication
Protocol (LDAP), Microsoft Active Directory (MSAD), and Windows NT provider
LAN Manager (NTLM). In addition to native Hyperion single sign-on,
Hyperion applications can integrate with the Netegrity SiteMinder Web access
management solution.

2. Install Hyperion Hub. Notice the following requirements: Hyperion Hub

● If you are upgrading from a previous version of Hyperion Hub, uninstall the Installation Guide and
previous version before you install this release of Hyperion Hub. Hyperion Hub Readme
● Each Web application server requires configuration for use with Hyperion
Hub.
● If you are using SQL, Oracle, or DB2 for your database, ensure that a
database is created prior to configuring Hyperion Hub.

3. Run Hyperion Hub Configuration Console to do the following tasks: Hyperion Hub
● Configure the relational database to use with Hyperion Hub Installation Guide
● If upgrading from Hyperion Hub 7.0, migrate the relational database
● Configure external authentication for Hyperion Hub

4. Install the individual Hyperion products that you want to use. Notice the The Installation Guide
following factors: and Readme for each
● Hyperion setup programs install common files for internal components and product
third-party products in the following default installation location:
<drive letter>:\<HYPERION_HOME>\common
● Hyperion setup programs use the initial installation location that you
specify for <HYPERION_HOME> for all subsequent Hyperion product
installations.
● Each Web application server requires configuration for use with Hyperion
products.
● See the Installation Guide for each product for recommendations on
installing in a distributed environment.
● If you are upgrading from a previous version of a Hyperion product, see the
upgrading chapter in the Installation Guide for that product.

2 Hyperion Business Performance Management Installation Checklist

✔ Installation and Configuration Steps Where to Find Details

5. Perform any steps required to configure Hyperion products for working The Installation Guide,
together. For example: Administrator’s Guide,
● You might need to modify the Web application server configuration when and Readme for each
you install multiple Hyperion products. product
● Some products require installing Essbase 6.5.x Runtime Client if you are
using Essbase 7.x Server.
● Each product generally requires its own database or tablespace within the
relational database.

6. Specify a unique port number for the Web application server for each product. The Installation Guide
and Readme for each
product

7. Configure external authentication for each product. Some products require The Administrator’s
additional steps to enable external authentication. Notice the following Guide and Readme for
requirements: each product
● You must use external authentication to use Hyperion Hub.
● To use Hyperion Hub or to take advantage of single sign-on, you must use a
single .XML configuration file. Use the .XML configuration file that you set
up for Hyperion Hub and modify it for each Hyperion product.

8. Register each product with Hyperion Hub. For Hyperion Financial The Administrator’s
Management, before you can register, use the Hyperion Financial Management Guide for each product
Configuration utility to specify the URL of the Hyperion Hub server. Notice and the Hyperion
the following factors: Financial Management
● For each product, the user who registers the product with Hyperion Hub Installation Guide
must be in the external authentication repository.
● You will see links for Hyperion Hub on your product Web page even before
you register the product with Hyperion Hub. However, if you select a link
for Hyperion Hub before you register, an error message will display.
● To register products with Hyperion Hub, manage models, manage projects,
and manage data integrations, you must log in to the product as an
administrator.
● For Hyperion Planning, end users can run data integrations and view
scheduled data integrations.

9. If you are using Hyperion Hub with Hyperion Planning, Hyperion Financial Hyperion Hub Readme
Management, or Hyperion Business Modeling to share metadata or data, we and the Administrator’s
strongly recommend that you review the design parameters. Guide “Common
Member Attributes”
Appendix for each
product

Hyperion Business Performance Management Installation Checklist 3

Where to Get More Information
Documentation
Copyright 2004 Hyperion Solutions Corporation.
To order printed documentation, access the
All rights reserved.
Hyperion Download Center or contact Hyperion
Solutions Customer Support. Hyperion, Essbase, the Hyperion “H” logo, and Hyperion
Solutions are registered trademarks or trademarks of
Customer Support Hyperion Solutions Corporation.
All other brand and product names are trademarks or
For answers to questions about Hyperion products, registered trademarks of their respective holders.
contact your authorized technical support provider
No portion of this manual may be reproduced or transmitted
or
in any form or by any means, electronic or mechanical,
Hyperion Solutions Customer Support including photocopying, recording, or information storage
Phone: 203-703-3600 (outside the U.S.A.) and retrieval systems, for any purpose other than the
Phone: 877-901-4975 (in the U.S.A.) purchaser’s personal use, without the express written
permission of Hyperion Solutions Corporation.
Internet: http://support.hyperion.com
Notice: The information contained in this document is
Visit the Hyperion Solutions Web site home page at subject to change without notice. Hyperion Solutions
http://www.hyperion.com . Corporation shall not be liable for errors contained herein
or consequential damages in connection with the furnishing,
performance, or use of this material.

Hyperion Solutions Corporation

1344 Crossman Avenue
Sunnyvale, CA 94089

Printed in the U.S.A.

P/N: D00017010A

4 Hyperion Business Performance Management Installation Checklist