Hyperion Planning - Installation

Hyperion Planning System 9
Installation Guide
Shehzad Kazmi
Hyperion Planning - System 9

Installation Guide
Contents
1.
Assumptions for this guide ................................................................................................................... 5

Intended Audience .................................................................................................................................... 5
Installation Environment........................................................................................................................... 5
2.
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
10.
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
30.
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
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
The intended audience for this document is people who are new to Hyperion Planning System 9.
Having previous experience of Hyperion Planning systems is going to help but is not deemed
essential. Youll be able to skim through most of the sections.
Installation Environment
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)
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
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Database
HSS
User (Password)
hssuser (hssuser)
HAS
hasuser (hasuser)
Rights and Roles

DBA
Resource
DBA
Resource
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Oracle Hyperion
Enterprise
Performance
Management
Architect
Hyperion Planning
Hyperion Planning
(Data Source)
Hyperion
Reporting &
Analysis
HEPM
hepmuser
(hepmuser)
DBA
Resource
HPLN
hplnuser (hplnuser)
HDS
hdsuser (hdsuser)
HFR
hfruser (hfruser)
DBA
Resource
DBA
Resource
DBA
Resource
3. Installation Sequence
The installation sequence requires the installation of the Hyperion Planning System 9 components
in the following order:
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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4. Shared Services Installation
1. Navigate to the installation files for Hyperion Shared Services.

2. Launch setup.exe
3. The wizard prompts to select a language to be used for the wizard. The default selection is English. Click on OK to proceed.
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.
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.
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 Id suggest that you keep the default selection of Typical install method and click
on Next to proceed.
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.
Figure 4.8: Summary
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11. It takes a few moments for the installation to complete.
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.
Figure 4.11: Launch configuration utility
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5. Shared Services Configuration
Now that youve 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.
Figure 5.1: Select configuration wizard language
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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 arent 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.
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.
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.
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.
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.
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
Figure 6.1: Windows Services
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7. Creating Configuration User
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.
Figure 7.4: User Directory
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5. This will bring up the user creation window.
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
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.
Figure 7.7: User creation confirmation
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8. Click on the Show All button to verify the user you just created.
Figure 7.8: Configured users
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8. Assigning Rights to Configuration User
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.
Figure 8.2: Provision window
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3. Verify roles/rights assignment on Provision Summary screen. Click OK to proceed.
Figure 8.3: Provision summary
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9. Essbase Installation
Essbase consists of 5 components:
Essbase Server
Essbase Client
Essbase Administration Services
Essbase Provider Services
Essbase Integration Services
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:
1.
2.
3.
4.
5.
6.
7.
Install Essbase Client

Install Essbase Server
Configure Essbase
Install Essbase Administration Services
Configure Essbase Administration Services
Install Essbase Provider Services
Configure Essbase Provider Services
10.
Essbase Client Installation
1. Navigate to the installation files for Essbase Client.

2. Launch setup.exe.
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Figure 10.2: Hyperion Essbase Client welcome screen
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7. The path will already be defined for Hyperion Home. All components will be installed to this path.
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.
Figure 10.6: Select Essbase Client directory
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on Next to proceed.
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10. Select ESSLANG. Id suggest you continue with the default selection of English (Latin1). Click Next to proceed.
Figure 10.8: Select ESSLANG
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Figure 10.9: Summary
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11.
Essbase Server Installation
1. Navigate to the installation files for Essbase Server.

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Figure 11.2: Hyperion Essbase Server welcome screen
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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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on Next to proceed.
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10. Select to update environment variables. Id 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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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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12.
Essbase Configuration
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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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4. You can keep the default product selection and click Next to proceed. However, I also prefer to select 'Visual Explorer'.
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
Figure 12.6: Essbase Server ports
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7. Enter location of Hyperion Shared Services.

Server: ubl
Port: 58080
User: configuser
Figure 12.7: Shared Services details
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13.
Essbase Administration Services Installation
1. Navigate to the installation files for Essbase Administration Services.

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Figure 13.2: Essbase Administration Services welcome screen
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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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on Next to proceed.
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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
Figure 13.11: Replace MFC71.dll
Figure 13.12: Replace MSVCP71.dll
Figure 13.13: Replace MSVCR71.dll
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Next to proceed.
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14.
Essbase Administration Services Configuration
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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.
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Server: ubl
Port: 58080
User: configuser
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SID: HAS
User Name: hasuser
Password: hasuser
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proceed.
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15.
Check Essbase Administration Services in Windows
Hyperion S9 Administration Services ATS5
16.
Check Essbase Administration Services
17.
Essbase Provider Services Installation
1. Navigate to the installation files for Hyperion Provider Services.

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Figure 17.2: Provider Services welcome screen
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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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on Next to proceed.
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Next to proceed.
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18.
Essbase Provider Services Configuration
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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.
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Server: ubl
Port: 58080
User: configuser
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proceed.
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19.
Check Hyperion Provider Services in Windows
Hyperion S9 Provider Services ATS5
20.
Hyperion Planning Installation
1. Navigate to the installation files for Planning 9.3.1.

2. Launch planning.exe.
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Figure 20.2: Planning 9.3.1 welcome screen
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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.
Figure 20.6: Select Planning 9.3.1 directory
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on Next to proceed.
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10. The wizard will install VC redistributable.
Figure 20.8: Installing VC Redistributable
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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.
Figure 20.11: Restart computer
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21.
Check Enterprise Performance Management Architect Services in Windows
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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22.
Oracle Hyperion Enterprise Performance Management Architect Configuration
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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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.
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Server: ubl
Port: 58080
User: configuser
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SID: HEPMA
User Name: hepmauser
Password: hepmauser
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proceed.
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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
Figure 22.11: Web Server details
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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.
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23.
Check Oracle Hyperion Enterprise Performance Management Architect Services in
Windows
Hyperion S9 EPM Architect Data Synchronization Server ATS5

Hyperion S9 EPM Architect Web ATS5
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24.
Planning Configuration
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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.
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Server: ubl
Port: 58080
User: configuser
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SID: HPLN
User Name: hplnuser
Password: hplnuser
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proceed.
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25.
Creating Planning Instance
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next to them. Click and select Planning (C:\Hyperion\Planning) product. Select Product Instance Registration item and click Next
to proceed.
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2. Keep the default selection of Create Instance. Click Next to proceed.
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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26.
Creating Data Source
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next to them. Click and select Planning (C:\Hyperion\Planning) product. Select Data Source Configuration item and click Next to
proceed.
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2. Keep the default selection of Create Datasource. Click Next to proceed.
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
Figure 26.4: Select Planning instance
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Database Details
Server: ubl
Port: 1521
Database Details
Product: PLANNING
Database: HDS
User: hdsuser
Password: hdsuser
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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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27.
Check Planning Services in Windows
Hyperion S9 Planning
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28.
Reporting & Analysis Installation
Reporting and Analysis consists of several components:
Reporting and Analysis Services

Reporting and Analysis UIServices
Reporting and Analysis Client
These components need to be installed and configured in a specific sequence. The components are installed and configured in the following
sequence:
1.
2.
3.
4.
Install Reporting and Analysis Services

Install Reporting and Analysis UIServices
Install Reporting and Analysis Client
Configure Reporting and Analysis
29.
Reporting & Analysis Services Installation
1. Navigate to the installation files for Hyperion Reporting and Analysis Services.
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Figure 29.2: Hyperion Reporting and Analysis Services welcome screen
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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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on Next to proceed.
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12. The wizard suggests launching the Configuration Utility. Keep the Launch Hyperion Configuration Utility option unchecked and
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30.
Reporting & Analysis UIServices Installation
1. Navigate to the installation files for Hyperion Reporting and Analysis UIServices.
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Figure 30.2: Hyperion Reporting and Analysis UIServices welcome screen
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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
Figure 30.6: Select Hyperion Reporting and Analysis UIServices directory
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on Next to proceed.
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12. The wizard suggests launching the Configuration Utility. Keep the Launch Hyperion Configuration Utility option unchecked and
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31.
Reporting & Analysis Client Installation
1. Navigate to the installation files for Hyperion Reporting and Analysis Client.
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Figure 31.2: Hyperion Reporting and Analysis Client welcome screen
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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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on Next to proceed.
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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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Next to proceed.
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32.
Reporting & Analysis Configuration
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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.
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4. Keep 'Impact Management Services' option checked on the Product Options page.
Figure 32.4: Impact Management Services
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Server: ubl
Port: 58080
User: configuser
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SID: HFR
User Name: hfruser
Password: hfruser
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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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proceed.
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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.
Figure 32.14: Web Server location
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15. Keep the default HTTP server port. Click 'Next' to proceed.
HTTP Port: 19000
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.
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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33.
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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34.
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
Figure 34.3: User creation confirmation
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35.
Assigning Rights to Super User
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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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36.
Launching Workspace with Super User
1. Navigate to http://localhost:19000/workspace. Login to the system with the user created in the previous step.
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.
Figure 36.2: Successful login
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Hyperion Planning - Installation

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Hyperion Planning - Installation

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Hyperion Planning System 9

Hyperion Planning - System 9

Assumptions for this guide ................................................................................................................... 5

Installation Sequence ............................................................................................................................ 6

Shared Services Installation .................................................................................................................. 7

Shared Services Configuration ............................................................................................................ 18

Check Windows Services..................................................................................................................... 31

Creating Configuration User ............................................................................................................... 32

Assigning Rights to Configuration User............................................................................................... 40

Essbase Installation ............................................................................................................................. 43

Essbase Client Installation............................................................................................................... 43

Essbase Server Installation.............................................................................................................. 55

Essbase Configuration ..................................................................................................................... 68

Essbase Administration Services Installation .................................................................................. 79

Essbase Administration Services Configuration .............................................................................. 91

Check Essbase Administration Services in Windows .................................................................... 103

Check Essbase Administration Services ........................................................................................ 103

Essbase Provider Services Installation .......................................................................................... 103

Essbase Provider Services Configuration ...................................................................................... 115

Check Hyperion Provider Services in Windows ............................................................................ 125

Hyperion Planning Installation ...................................................................................................... 125

Check Enterprise Performance Management Architect Services in Windows ............................. 137

Oracle Hyperion Enterprise Performance Management Architect Configuration ....................... 138

Planning Configuration ................................................................................................................. 153

Creating Planning Instance ........................................................................................................... 162

Creating Data Source .................................................................................................................... 169

Check Planning Services in Windows ............................................................................................ 181

Reporting & Analysis Installation .................................................................................................. 182

Reporting & Analysis Services Installation .................................................................................... 182

Reporting & Analysis UIServices Installation ................................................................................ 193

Reporting & Analysis Client Installation ........................................................................................ 203

Reporting & Analysis Configuration .............................................................................................. 214

Check Reporting and Analysis Services in Windows ..................................................................... 236

Creating Super User ...................................................................................................................... 239

Assigning Rights to Super User ..................................................................................................... 244

Launching Workspace with Super User ........................................................................................ 247

Hyperion Planning - System 9 [Installation Guide]

1. Assumptions for this guide

IIS (version 5 or above)

Rights and Roles

Hyperion Planning - System 9 [Installation Guide]

Hyperion Planning - System 9 [Installation Guide]

4. Shared Services Installation

1. Navigate to the installation files for Hyperion Shared Services.

Figure 4.1: Select installation wizard language

Hyperion Planning - System 9 [Installation Guide]

Figure 4.2: Hyperion Shared Services welcome screen

Hyperion Planning - System 9 [Installation Guide]

Figure 4.3: Select location

Hyperion Planning - System 9 [Installation Guide]

Figure 4.4: License agreement

Hyperion Planning - System 9 [Installation Guide]

Figure 4.5: Select Hyperion Home directory

Hyperion Planning - System 9 [Installation Guide]

Figure 4.6: Select Shared Services directory

Hyperion Planning - System 9 [Installation Guide]

Figure 4.7: Select setup type

Hyperion Planning - System 9 [Installation Guide]

Figure 4.8: Summary

Hyperion Planning - System 9 [Installation Guide]

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

Figure 4.9: Installation progress

Hyperion Planning - System 9 [Installation Guide]

Figure 4.10: Installation completion summary