D68033GC20 (ILT)

D68035GC20 (LVC)

ORACLE HYPERION PLANNING,

FOR INTERACTIVE USERS
11.1.2 (11.1.2.3)

S ETUP G UIDE
Last Updated: 06/13/2013

Planning for Interactive Users Setup Guide

Page 1

TABLE OF CONTENTS
Table of Contents.................................................................................................................. 2
General Information.............................................................................................................. 4
Introduction....................................................................................................................... 4
Alternative Configurations................................................................................................. 4
Software Licenses and Support.......................................................................................... 4
Course Description............................................................................................................ 4
Classroom Environment..................................................................................................... 4
Minimum Hardware Requirements........................................................................................ 5
Base Modules........................................................................................................................ 5
The ORCL Oracle Database................................................................................................... 7
Creating the ORCL SID....................................................................................................... 7
Creating the ORCL database instance.........................................................................7
Database Cleanup............................................................................................................. 8
Deleting an existing ORCL database instance.............................................................8
Verify that the ORCL directory no longer exists...........................................................8
Additional Steps.......................................................................................................... 8
Data Definition.................................................................................................................. 9
Creating a connection in SQL Developer.....................................................................9
Creating the users, tablespaces, and datafiles..........................................................10
EPM System Software......................................................................................................... 10
Installing EPM System Software:...................................................................................... 11
Configuring EPM System Software...................................................................................11
Guidelines..................................................................................................................... 11
Shortcuts, Files, and Folders............................................................................................... 12
Starting Services................................................................................................................. 12
Services........................................................................................................................... 12
Planning for Interactive Users Setup Guide

Page 2

Creating Batch Files......................................................................................................... 12

STEPS for Building Applications.......................................................................................... 13
Build Checklist.................................................................................................................... 13
To verify that the image installed successfully, perform the following tasks:............13
Rebuilding the Machine................................................................................................... 13

Planning for Interactive Users Setup Guide

Page 3

GENERAL INFORMATION
INTRODUCTION
Welcome, and thank you for choosing Oracle University. This technical document describes
the necessary steps to follow in order to replicate the technical environment for which
these courses were designed. Before proceeding, you may find it helpful to print this
document for ease of reference.

ALTERNATIVE CONFIGURATIONS
We strongly recommend following the exact configurations described in this document.
However, we realize that with the abundance of hardware, software, and networking
configurations it will not always be possible to follow these steps to the letter. Please be
sure to test these configurations thoroughly and discuss them in detail with your Oracle
University Representative before utilizing them to support the course.

SOFTWARE LICENSES

AND SUPPORT
Please note the following as it relates to software licenses and support:

Oracle University does not provide product software or licenses for on-site training
events. This document assumes possession of all applicable Oracle software and
associated licenses.
It is not possible to provide a complete and thorough installation guide in this
document, though effort is made to include important directions to follow when
performing the installation. Customers with product installation issues should open a
Service Request (SR) with Oracle World Wide Support for resolution.

COURSE DESCRIPTION
The ORACLE HYPERION PLANNING FOR INTERACTIVE USERS course is designed to teach
you how to use Planning. It includes an overview of Planning features, capabilities, and its
relationship with Essbase. You create forms, manage task lists, enter and adjust data, and
execute calculations in Planning. You manage the approval process which includes moving
a plan through the budget review-and-approval process. You create ad hoc grids to analyze
data and you work with Planning data from Smart View. You learn how to create
management quality reports with Financial Reporting. Exercises provide hands-on practice.

CLASSROOM ENVIRONMENT
This course runs on an ACES classroom environment to maximize performance. The image
is built with a silent scripted process, starting with the base operating system and other
required software (such as MS XML, IIS, and so on). Then, the Oracle database software is
installed, the ORCL database is created, and the users, tablespaces and datafiles required
for the EPM System software are created.

Planning for Interactive Users Setup Guide

Page 4

When the base modules have installed successfully, the EPM System software is silently
installed and configured.
After the EPM System software is configured successfully, class files, desktop shortcuts,
and additional set up files are copied to the machine. Then, scripts are run to build the
Planning applications required in class.
The following sections document the silent installation and configuration of the classroom
environment. The instructions ask you to set up the course files on the D: drive as the
course exercises reference that drive. If you set up the course files on a different drive,
please notify the instructor.

MINIMUM HARDWARE REQUIREMENTS

The course runs on an Intel Core (2) Duo CPU @2.33Hz, 2.33GHz machine with 8GB of
RAM. Hard drive size is 200MB.
Set the page (virtual memory) size to 1.5x of the RAM size. For example, for 8GB of RAM,
set the page size to 12288.

BASE MODULES
You must install the following software before installing the Oracle Hyperion EPM System:

Windows 2003 Server 64bit, Enterprise Edition, SP2

7-Zip
Winzip 11.2
Firefox Browser 17 ESR
Acrobat Reader (latest version)
Adobe Acrobat Reader and Browser Plugin
Shockwave Flash (latest version)
Adobe Flash Player 11 ActiveX
Adobe Flash Player 11 Plugin
Remote XUL Manager Add-on for FireFox (include local domain names such as
hyperion.com and us.oracle.com, and include localhost)
Sun Java JRE ( latest version)
Microsoft .NET Framework 2.0, 3.0, and 3.5 (EPM System installs Microsoft NET
Framework 4.0)
Microsoft IIS 6 (or latest version)
Microsoft Core MXL Services 6.0 (MSMXL Parser)
Microsoft Excel 2007 (viewer for Microsoft Powerpoint)
Microsoft Word 2007
SQL Developer (same version as DB)
Oracle Database 11g 11.2.x
Oracle Data Provider (same version as DB)
Oracle Client (same version as DB)

Planning for Interactive Users Setup Guide

Page 5

After the EPM System software is installed, the client software for the following is installed:
Essbase Administration Studio Console
Financial Reporting Studio
Smart View for Planning
Offline Planning
PlanningSVExtension
PredictivePlanning
HSFClient
EPMAClients
After the EPM System software is installed, the Oracle Hyperion Financial Reporting, Fusion
Edition 11.1.2.2.00, and Oracle Hyperion Smart View for Office, Fusion Edition 11.1.2.3.00
ad ons are enabled.
For a complete list of supported software, please refer to the EPM System Certification
Matrix on OTN.

Planning for Interactive Users Setup Guide

Page 6

THE ORCL ORACLE DATABASE

CREATING

THE ORCL SID

Create the ORCL Oracle database prior to installing EPM System software.

Creating the ORCL database instance

1. Select Start, then Programs, then Oracle OraDb11g_home1, then
Configuration and Migration Tools, and then Database Configuration Assistant.
2. On the Database Configuration Assistant Welcome page, click Next.
3. Select Create a Database and click Next.
4. Select General Purpose Database and click Next.
5. Enter ORCL as the Global Database Name, accept the same name as the SID, and click
Next.
6. Select Configure Enterprise Manager and click Next.
7. Select Use the Same Administrative Password for All Accounts.
8. Enter hyperion in the Password and Confirm Password text boxes, and click Next.
9. If you are prompted for password complexity, click Yes.
10.Select File System as the storage type and click Next.
11.Accept the default recovery options and click Next.
12.On the Sample Schemas screen, click Next without making any additional selections.
13.Select Typical and enter 1228 for the memory size.
14.Select Use Automatic Memory Management.
15.Select the Sizing tab.
16.Enter 500 for processes.
17.Click All Initialization Parameters.
18.Locate sessions, enter 750 as the value, and press Enter.
19.Click Close.
20.Select the Character Sets tab.
21.Select Use Unicode (AL32UTF8) and click Next.
22.Review the database storage information and click Next.
23.Ensure that Create Database is selected.
24.Optional: Select Generate Database Creation Scripts to create backup of the sql
files used to create the ORCL database.
25.Click Finish.
26.On the Create Database Summary page, click OK to confirm creation process.
The process takes approximately 20 minutes to complete.
27.When the dialog displays Database creation complete, click Exit.
28.Open Windows Services and locate the following service: OracleServiceORCL.
29.Ensure that the service has started before proceeding to the next task.
Make sure to check that the tnsnames.ora file is pointing to the right database. You can
test the ORCL Listener by running the following command in a DOS command prompt
window:
tnsping ORCL
You can also test via connecting to ORCL in SQL Developer.
Planning for Interactive Users Setup Guide

Page 7

DATABASE CLEANUP
In case you need to delete and recreate the database, the following sections list the steps
used to delete and verify the removal of the ORCL database instance.

Deleting an existing ORCL database instance

1. Select Start, then Programs, then Oracle OraDb11g_home1, then Configuration
and Migration Tools, and then Database Configuration Assistant.
2. On the Welcome screen, click Next.
3. Select Delete a Database and click Next.
4. Select ORCL, enter sys as the username and hyperion as the password, and click
Finish.
5. When prompted, click Yes.
6. When prompted a second time stating that Database deletion complete, click No.

Verify that the ORCL directory no longer exists

1. Using Windows Explorer, navigate to d:\oracle\app\administrator\oradata.
2. If the ORCL directory is still there, delete it (make sure to Shift-Delete).

Additional Steps
When you delete and recreate an Oracle instance (database) associated with ODAC, you
must uninstall ODAC and reinstall it to make sure it connects to the correct database.
ODAC is installed using the EPM System Installer.

Planning for Interactive Users Setup Guide

Page 8

DATA DEFINITION

Oracle users, tablespaces, and data files used by the Oracle Hyperion products have been
pre-created on all student PCs. The table lists the EPM Systems Products installed and their
corresponding tablespace and datafile.

Creating a connection in SQL Developer

1. In SQL Developer, right-click Connections and select New Connection.
2. Enter the following information:

Connection name: ORCL

Username: sys
Password: hyperion (all small letters)
Select Save Password
Role: SYSDBA
Connection Type: Basic
Hostname: localhost
Port: 1521
SID: ORCL

3. Click Test to verify the connection.

4. Click Save to create the connection.
5. Click Connect to connect to the database instance.

Planning for Interactive Users Setup Guide

Page 9

Creating the users, tablespaces, and datafiles

A copy of the script (setup_database_for_hyperion.SQL) used to generate the tablespaces
and datafiles is included in the D68033GC20_setup.7z file.
1. In SQL Developer, connect to the ORCL database.
2. Open the hyperion.sql in SQL Developer.
3. Click Run Script or press F5 on your keyboard.
The status bar should display Script Finished after all objects are created.

EPM SYSTEM SOFTWARE

This document presumes that you have downloaded the following required EPM System
software assemblies to the CF\install local folder.

EPM Workspace
Shared Services
Performance Management Architect
Calculation Manager
Planning
Essbase Server
Essbase Administration Services Console
Essbase Provider Services
Financial Reporting
Strategic Finance
EPM System Installer

You download Oracle Software and Documentation from the following locations:

E-Delivery: http://edelivery.oracle.com
Oracle Technology Network:
http://www.oracle.com/technology/documentation/epm.html

Planning for Interactive Users Setup Guide

Page 10

INSTALLING EPM SYSTEM SOFTWARE:

The classroom environment is built using the D Drive. All files/scripts created for the class
require the D drive.
Refer to the installation documentation for procedures in installing the following
components:

Foundation (all components)

Planning (all components)
Essbase
NOTE: Install all Essbase components except for Integration Services, and Essbase
Studio.

Reporting and Analysis

NOTE: Install Framework, and Financial Reporting. only

Strategic Finance

CONFIGURING EPM SYSTEM SOFTWARE

For specific steps in configuring EPM System software, please refer to the installation and
configuration documentation.

GUIDELINES

Please ensure that you configure each EPM System product to its corresponding
schema (see Data Definition section of this document).
Run the Configure Web Server task under Foundation Services last to make sure
products are accessible through Workspace.
When configuring the default Shared Services admin password, enter hyperion.
When configuring the EPM System instance, accept the default administrator name and
enter Hyperion1 as the password.

Planning for Interactive Users Setup Guide

Page 11

SHORTCUTS, FILES, AND FOLDERS

The D68033GC20_setup.7z file contains files and folders used to set up the
environment.
The classroom environment is built using the D Drive. All files/scripts created for the class
require the D drive.
The following shortcuts, files, and folders are added to the image:

HYPERION_desktop.7zcontains shortcuts to EPM Workspace, Reporting Studio,

Microsoft Excel and so on. Extract the folder to your desktop.
D68033GC20_setupcontains two 7-zip files required for the class.
o hyperion.7zextract this folder to the D drive. The folder contains the scripts
used to migrate and create the required application in class.
o CF.7zextract this folder to the D drive. The files used in practices by students
are located in this folder.

Extract these files prior to proceeding to the next section.

STARTING SERVICES
After successfully configuring the required software, set the Oracle DB and EPM System
services to start manually.

SERVICES
Always start the database and listener before starting the EPM System services.

OracleOraDb11g_home1TNSListener
OracleServiceORCL
Oracle Hyperion EPM Server Java Web Application
Oracle Hyperion EPMA Server (epmsystem1)
Oracle Hyperion Reporting and Analysis Framework (epmsystem1)
Oracle Hyperion RMI Service (epmsystem1)
Oracle Hyperion Strategic Finance Server (epmsystem1)
Oracle Process Manager (epmsystem1)

Practice 1-1 includes steps for starting services.

CREATING BATCH FILES

Batch scripts are provided in the environment and are used in the practices.

Planning for Interactive Users Setup Guide

Page 12

STEPS FOR BUILDING APPLICATIONS

After the EPM System software is installed and configured, you must create the Planning
applications, load data, and perform additional steps to complete the classroom set up.
The course uses two applications: Hyplan and Finbud.

Hyplan a finished application (very similar to Finbud, except for a few

processes/artifacts that may not be duplicated.
Finbud a base application created by the students to complete their exercises.

To start building the application, locate the plniu.bat file under the hyperion\plniu folder.
Run the batch file to complete the build process.

BUILD CHECKLIST
To verify that the image installed successfully, perform the following
tasks:
1. Check installed software (Oracle DB, EPM System Software, etc. using the EPM System
Configurator shortcut in the HYPERION desktop folder).
2. Check shortcuts/folders (CF/PLNIU, HYPERION on the desktop, hyperion/plniu).
3. Start services.
4. Log on to EPM Workspace as admin/hyperion.
5. Open Hyplan from the Navigate menu, verify that the PUH was set up correctly.
If they do not launch:
Open Shared Services Console and launch the migration status report (select
Administration, then Migration Status Report). Verify that lcm tasks were successful.
The hyplan and finbud applications may register as failed the first time, but should
display as Completed the second time.
In Shared Services, check users/groups were created.
In EPM Workspace, open Hyplan and verify data load using the Verify Application form.
From Planning administration, verify data sources were created. Verify that there are 12
data sources.

REBUILDING

THE MACHINE
If the Oracle database or any of the EPM System software failed to install/configure, you
will need to rebuild the machine.
To rebuild the machine, select Start, then Aces Utilities, and then Rebuild Workstation
from ghost image. The process takes approximately 7.5 hours. Alternatively, you can
ask GES to perform this task.
If the wrong image was pushed to the classroom, please contact GES/file a support ticket.

Planning for Interactive Users Setup Guide

Page 13