Learn EPMA 11.1.1.3 (Volume - 2)

Know everything about Hyperion
Enterprise Performance
Management System – 11.1.1.3
Compiled by Hyperion Lover

About EPM products in brief.
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)
Hyperion - Planning, Es Hyperion Lover 3

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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
Edition
EPM 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
C. Performance Scorecard. (not in the
D. Oracle Hyperion Strategic Finance,
Fusion Edition. (not in the scope of
this presentation)
E. Profitability and Cost Management.
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A. Planning
Planning 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.

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EPM System Product
Architecture.
Architecture for Foundation
Services products.
Web
Product Client Tier Web Server Application Services Tier
Server
Shared Services X X
EPM Workspace X X X
Performance
Management X X X X
Architect
Calculation
X X
Manager
Smart View for

X
Office

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Architecture for Essbase
products.
Web
Server
Essbase X
Administration
X X X
Services
Integration
X X
Services
Provider Services X X X
Smart Search X
Essbase Studio X X

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Architecture for Reporting and
Analysis products.
Web
Server
Interactive
X X X
Reporting
Financial
X X X X
Reporting
Production
X X
Reporting
Web Analysis X X X
Planning X X X

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Server Disk Space and RAM
Disc Space RAM
Product
(Min) (Minimum)
Shared
800 MB 1.5 GB
Services
EPM
2 GB 1 GB
Workspace
Performance
Mgmt. 125 MB 1 GB
Architect
Calculation
45 MB 256 MB
Manager

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(contd.)
Disc Space RAM

Product
(Min) (Minimum)
Essbase Server 2 GB 1 GB
Application
40 MB 256 MB
Pgm. Interface
Administration 32 MB X no. of
1 GB
Services user
Essbase
Integration 340 MB 256 MB
Server

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(contd.)
Product Disc Space (Min) RAM (Minimum)
Provider Services 680 MB 340 MB
Essbase Studio
120 MB 256 MB
Server
Financial
400 MB 1 GB
Reporting
Interactive
1 GB 1 GB
Reporting

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(contd.)
Disc Space RAM

Product
(Min) (Minimum)
Production
400 MB 256 MB
Reporting
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 GB
RAM: 2 X 2 GB RAM
Processor: 32 bit Pentium Processor.
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Installation of EPMA
Preparing Your Environment

Preparing a database
SQL Server 2005

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 Guideline
Shared Start with 100 MB, and add more as the number of
Services migrations with Lifecycle Management and the
number of audit records increases.
EPM The amount of space needed depends on the
Workspace 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 Oracle recommends with at least 250MB
Management
Architect
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Microsoft SQL Server Sizing
Guidelines (cont.)
Product Sizing Guideline
Administration The amount of space needed depends on the metadata

Services created. Oracle recommends starting with at 32 MB
Essbase The amount of space needed depends on the metadata
Studio created. Oracle recommends starting with at 32 MB
Planning and 100 MB for application with 5,000 or fewer total members.
Calc. Manager 200 MB for application with 15,000 or fewer total
members.
Financial 100 MB for application with 5,000 or fewer total members.
Management 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\V2.0.50727
b) 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 Name Product Name
No. No.
V17367- Hyperion Planning V17382- Hyp EPM Sys Installer
01 01
V17369- Hyp. EPM – 2 of 4 V17388- Hyp Essbase Client
01 01
V17370- Hyp. EPM – 3 of 4 V17389- Hyp Essbase Server
01 01
V17371- Hyp. EPM – 4 of 4 V17390- Hyp Provider Service
01 01
V17378- Hyp. Finanical Report V17397- Hyp EPM – 1 of 4
01 01
V17380- Hyp Web Analysis V17398- Hyp EPM Architect
01 01
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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.

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Configuring EPM System
Products
About EPM System Configurator
 EPM System Configurator is installed with
the first EPM System product installed on a
computer and is used to configure all
products installed on the computer.
 The Client tier does not require
configuration.
 EPM System Configurator also register
products with Shared Services during
configuration. You do not need to select
this task; all products that require it are
automatically registered.
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Tasks involved for configuration.
1. “Configure Database” for Shared Services – the
database that you configure for Shared Services,
which holds the Shared Services Registry.
2. “Common Settings” – EPM System Configurator
displays the common settings page once on each
machine you configure.
3. “Configure Product Options” – To comply with your
license agreement, select the product features that
you are authorized to use.
4. “Configure Database” for products – To store and
retrieve application data in a database.
5. “Deploy to Application Server” – To deploy the
application to Web application server.
6. Product – specific configuration tasks for products
that require it.
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About the Shared Services Registry
The shared Services Registry is part of the database that
you configure for Shared Services. Created the first
time you configure EPM System products, the shared
Services Registry simplifies configuration by storing
and re-using the following information for most EPM
System products that you install:
1. Initial configuration values such as database settings
and deployment settings
2. The computer names, ports, servers, and urls you use
to implement multiple, integrated, Hyperion products
and components
3. Dependent service data.

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Using EPM System Configurator
 Choose a method to launch EPM
System Configurator:
 On the last page of EPM System
Installer, click Configure.
 From the Start menu, select Programs,
then Oracle EPM System, then
Foundation Services, and then EPM
System Configurator.

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Task Selection
 Select the products and tasks to
configure for this machine.
 In a new installation all required tasks
are selected by default.

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Shared Services and Registry
Database Configuration
 Specify the settings for the Shared Services Registry
database.
 The first time you configure EPM System products,
you configure a database for use by Shared Services,
which includes the Shared Services Registry.
 EPM Sytem Configurator ensures that the database is
connected and is a supported database type.
 This task assumes that you have already created the
database. If you have not created a database see
“preparing a Database” slide earlier in the
presentation (slide number 34).

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Database connection information.
Field Description
Database Select the database type.

Type
Server Specify the name of the database server where the
Shared Services database is created.
Port Specify Shared Services server port number on which
the database listens.
Database Specify the name of Shared Services database.
name
Username Enter the name of the database user.
Password Enter the password of the database user.

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Issue faced at this point
 EPM System Configurator was not able to
communicate to SQL SERVER and had to do two
things to resolve this:
 Enable TCP/IP for SQl server, which was done via
SQL Server Configuration Manager.
 Default port number was not working to need to get
the TcpPort value which in this instance is 1131.
 To get this information go to start | Run | type
Regedt32.exe
 Navigate to
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Microsoft
SQL
Server\Hyperion\MSSQLServer\SuperSocketNetLib\Tcp\
TcpPort

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Enable Separately Licensed Product
Options
 Select the product features that you
are authorized to use based on your
license agreement.

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EPM System Common Settings
 Specify settings for all products on all
machines that have been identified in
the Shared Services Registry so far.

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EPM system common settings
Field Description
Create Windows Services for Select to configure each services as a Windows service
configured components that starts automatically when you start window.
Enable SSL for Select to enable SSL communication for all Web
communications applications.
SMTP Mail Server To enable e-mail alerts, you must specify the SMTP
server name.
Admin Email Specify the administrator’s e-mail address to use for
notifications.
SMTP Server requires Specify whether the SMTP server requires
authentication authentication, and then specify a user name and
password.
User Name Specify the user name for the SMTP server.
Password Specify the password for the SMTP server.

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 Specify the database settings to use
for the products that you selected on
the Task Selection page.
 For ease of deployment and
simplicity, for a new installation, you
can use one database for all products,
which is the default when you
configure all products at the same
time.

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Field Description
Database configuration for the Confirm the list of products for which you want to configure the database. The list displayed
following products depends on the products you initially selected to configure.
Connect to a previously Select a configured database, or specify the name of a new database to configure.
configured database / Perform 1st-
time configuration of database
Database type Select the database type.
Server Specify the name of the computer or server hosting the database.
Port Select the default or specify a custom server port number on which the database listen.
Database name Specify the name of database.
Username Enter the database user name.
Password Enter the database user password.

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Deploy to Application Server
 Select the application server and
deployment type.
 Only 32-bit application servers are
supported for auto-deployment. For
products that support it, to deploy to 64-bit
application servers, install the 64 bit
binaries for those products using the
“choose components individually” option in
EPM System Installer and then follow the
manual deployment instructions.

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Deploy to Application Server
Field Description
Select Select the Web Application
application Server you installed, and then

server / specify whether you want to
Automatic deploy automatically or manually.
or manual If you select Embedded java
Container (in this case), you can
deploy only automatically.

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Configure EPM Workspace Services
 Specify the following EPM Workspace
service information, or click Next to
accept defaults.

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Configure EPM Workspace Services
Field Description
Repository Specify the directory where the
Directory Reporting and Analysis repository
data is stored: for example:
Hyperion_home/products/Founda
tion/Workspace/data/directoryNa
me
Port Specify the port range to use
Ranges EPM Workspace services.

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Configure EPM Workspace Web
Server
 Specify EPM Workspace Web server
information, or click Next to accept
the defaults

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Configure EPM Workspace Web
Server
Field Description
Select Web Server Select the Web Server. (Apache HTTP server)
Port Specify the Web server port. If you enable SSL, make sure the port number you enter
is secure port.
SSL enabled Slect whether to enable SSL
Location of Web Server Specify or browse to the location of the web server.
Component Select the check box adjacent to each module to integrate with EPM Workspace.
Host For each enabled module, review the host name to which this Web server will proxy
requests.
Context Review the context path. The context path is the part of the URL that accesses the
deployed Web application. For example, in the following URL, workspace is the context
path:
http://webserverhost.example.com:19000/workspace
Port Review the port number for the application server listen ports for the applications. The
port here must match the listen port of the deployed application. For Embedded Java
container, this port is the AJP listen port, not the HTTP listen port.

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Configure Essbase server
 Specify the configuration in
information for Essbase Server, or
click next to accept the default
settings. In general, Oracle
recommends that you keep the
default settings.

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Configure Essbase server
Field Description
Agent Port Number Accept the default port number on which the Essbase Server listens for
client requests. The port value is stored in essbase.cfg
Start Port Enter the first port number that Essbase Server tries to connect
End Port Enter the highest port number that Essbase Server can use to connect.
Full path to application The location for applications.

location (ARBORPATH)
Set the language to be The ESSLANG variable is a locale definition. For example, to support
used by Essbase American English, you can ESSLANG to
(ESSLANG) English_UnitedStates.Latin1@Binary.

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Good Luck !
More coming …Creating an EPMA

Planning Application

Learn EPMA 11.1.1.3 (Volume - 2)

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Know everything about Hyperion

Compiled by Hyperion Lover

Hyperion - Planning, Es Hyperion Lover 3

Hyperion - Planning, Es Hyperion Lover 4

III. Oracle Hyperion Profitability and Cost Management,

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

Hyperion - Planning, Es Hyperion Lover 6

IV. Oracle Essbase.

V. Profitability and Cost Management.

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Smart View for

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Disc Space RAM

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Product Disc Space (Min) RAM (Minimum)

Provider Services 680 MB 340 MB

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Disc Space RAM

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Preparing Your Environment

SQL Server 2005

Administration The amount of space needed depends on the metadata

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c) Repeat steps 1,2, and 3.

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