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Planning Utilities

Utilities described below can be found at the location <HYPERION_HOME>>/products/Planning/bin

Loading Metadata Using the Outline Load Utility

The Outline Load Utility that comes with Oracle EPM 11 is a cool utility for loading the metadata as well as data into your Planning applications. It should have been developed a long long time ago when Hyperion was providing the other utilities and then the emphasis wouldnt have been put so much on HAL/DIM/ODI/EPMA. Using the utility we can load metadata for the default dimensions like Account, Period, Year, Scenario, Version, Currency, Entity as well as user-defined dimensions, attributes and UDAs; though the command line parameters varies between the default dimensions and the user-defined dimensions. The first thing to be kept in mind is the load file that would be used for building the metadata. Unlike other tools, the command line utility identifies only files which are .csv format.

Locate the utility and execute the following command from the command prompt. OutlineLoad.cmd -f:<<PasswordFile>> /S:<<PlanningServer>> /A:<<PlanningApplication>> /U:<<PlanningUser>> /I:<<PlanningDimensionFile>> /D:<<PlanningLoadDimension>> /L:<<PlanningLogFile>> /X:<<PlanningErrorFile>> /M

There are a multitude of options for using the command line that are covered in the documentation, the format being:OutlineLoad [-f:passwordFile][/S:server] /A:application /U:userName [/M] [/I:inputFileName/D[U]:loadDimensionName/DA:attributeDimensionName:baseDimensionName] [/N] [[/R] [/U]] [/C] [/F] [/K] [/X:exceptionFileName] [L:logFileName] [/?] /C parameter in the command line argument for OutlineLoad then it will perform a cube refresh after building the metadata from the load file. /N performs a dry run to test the command line and file. /O which maintains the order members of the load file /-O ignores the order. This is how a sample load file looks like. If the load file doesnt contain all the properties then it will use the default properties or inherit from the parent member. The utility can let you insert/update members as well as delete members (Level0, Idescendants and descendants).

Another example, I am going to load a simple hierarchy into the entity dimension of the planning sample application.


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Once the file has been saved as .csv you are ready to invoke the utility. Be careful when creating the headers as they are case sensitive and have to match exactly to the same as mentioned in the documentation

If you were told the Alliance part of the hierarchy was not required and should be deleted then you could easily do this by using the utility.

Just create the above and run the same command line as before and the Alliance part of the hierarchy will be removed.

Password Encrption
The password file can be generated using another utility provided by Hyperion. This ensures that the password is encrypted. PasswordEncryption.cmd <<PasswordFile>>

To create the password file you just need to run the utility with the path to the file. Example :- PasswordEncryption.cmd passwordFile

Now you have the encrypted file you can reuse it for all the utilities.

Such as:

OutlineLoad -f:passfile.txt /A:PLANSAMP /U:hypadmin /I:entityload.csv /D:Entity /L:outlineLoad.log /X:outlineLoad.exc /N

Another new utility is the ability to export/import task lists; another feature that has been long awaited though can also be done through LCM.


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It is easy to use and does not have many filters. TaskListDefUtil [-f:passwordFile] importexportFILE_NAMETASK_LIST_NAME-all SERVER_NAME USER_NAME APPLICATION Examples To export all task lists:TaskListDefUtil.cmd f:passfile.txt export -all localhost hypadmin PLANSAMP To import task list:TaskListDefUtil.cmd -f:passfile.txt import TaskList.xml localhost hypadmin PLANSAMP


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