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] Shehzad KazmiPage 5 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 ComponentDatabaseUser (Password)Rightsand Roles Hyperion Shared Services HSShssuser (hssuser)DBA Resource Hyperion Administration Services HAShasuser (hasuser)DBA Resource Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 6 Oracle Hyperion Enterprise Performance Management Architect HEPMhepmuser (hepmuser) DBA Resource Hyperion PlanningHPLNhplnuser (hplnuser)DBA Resource Hyperion Planning (Data Source) HDShdsuser (hdsuser)DBA Resource Hyperion Reporting & Analysis HFRhfruser (hfruser)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 oEssbase Client oEssbase Server oEssbase Administration Services oHyperion Provider Services Hyperion Planning Hyperion Reporting & Analysis oHyperion Reporting & Analysis Services oHyperion Reporting & Analysis UIServices oHyperion Reporting & Analysis Client Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 7 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 8 4.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 4.2: Hyperion Shared Services welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 9 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 10 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 11 7.Define the path for the Hyperion Home. All components will be installed to this path. Figure 4.5: Select Hyperion Home directory Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 12 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 13 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 14 10. You can verify the components being installed on the summary screen. Click Next to proceed. Figure 4.8: Summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 15 11. It takes a few moments for the installation to complete. Figure 4.9: Installation progress Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 16 12. The wizard now confirms the completion of the installation. Click on Next to proceed. Figure 4.10: Installation completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 17 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 18 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. 1.The wizard prompts to select a language to be used for the wizard. The default selection is English. Click on OK to proceed. Figure 5.1: Select configuration wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 19 2.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 5.2: Configuration Utility welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 20 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 21 4.Select the RDBMS. This guide assumes Oracle RDBMS. Select Oracle and click Next to proceed. Figure 5.4: Select database Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 22 5.Now fill in the database configuration details. SID: HSS User Name: hssuser Password: hssuser Data Tablespace: Index Tablespace: Figure 5.5: Database configuration details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 23 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 24 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 25 8.You can verify the configuration items on the summary screen. Click Next to proceed. Figure 5.8: Configuration summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 26 9.Database configuration progress. Figure 5.9: Database configuration progress Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 27 10. Application server deployment progress. Figure 5.10: Application server deployment progress Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 28 11. Post configuration summary verifies if the configuration was successful. Click Next to proceed. Figure 5.11: Configuration completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 29 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 30 13. The wizard confirms that all configuration tasks have completed. Click Finish to exit. Figure 5.13: Configuration complete Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 31 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 32 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 33 2.Login using the default user admin/password (username/password) Figure 7.2: Login to Hyperion Shared Services Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 34 3.After successful login, you will see the main console window. Figure 7.3: Hyperion Shared Services Main Console Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 35 4.Navigate to User Directories->Native Directory. Right-click on Users and select Create User. Figure 7.4: User Directory Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 36 5.This will bring up the user creation window. Figure 7.5: Create User window Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 37 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 38 7.User creation is verified. Click on OK to dismiss the user creation window. Figure 7.7: User creation confirmation Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 39 8.Click on the Show All button to verify the user you just created. Figure 7.8: Configured users Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 40 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 41 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 42 3.Verify roles/rights assignment on Provision Summary screen. Click OK to proceed. Figure 8.3: Provision summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 43 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.Install Essbase Client 2.Install Essbase Server 3.Configure Essbase 4.Install Essbase Administration Services 5.Configure Essbase Administration Services 6.Install Essbase Provider Services 7.Configure Essbase Provider Services 10.Essbase Client Installation 1.Navigate to the installation files for Essbase Client. 2.Launch setup.exe. Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 44 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 10.1: Select installation wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 45 4.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 10.2: Hyperion Essbase Client welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 46 5.The wizard will now prompt you to select a location. Continue with the default location United States and click Next to proceed. Figure 10.3: Select location Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 47 6.Read through the license agreement if you want to. Or you can select I Agree and click on Next to proceed. Figure 10.4: License agreement Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 48 7.The path will already be defined for Hyperion Home. All components will be installed to this path. Figure 10.5: Hyperion Home directory Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 49 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 50 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 10.7: Select setup type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 51 10. Select ESSLANG. Id suggest you continue with the default selection of English (Latin1). Click Next to proceed. Figure 10.8: Select ESSLANG Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 52 11. You can verify the components being installed on the summary screen. Click Next to proceed. Figure 10.9: Summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 53 12. It takes a few moments for the installation to complete. Figure 10.10: Installation progress Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 54 13. The wizard now confirms the completion of the installation. Click on Next to proceed. Figure 10.11: Installation completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 55 11.Essbase Server Installation 1.Navigate to the installation files for Essbase Server. 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 11.1: Select installation wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 56 4.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 11.2: Hyperion Essbase Server welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 57 5.The wizard will now prompt you to select a location. Continue with the default location United States and click Next to proceed. Figure 11.3: Select location Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 58 6.Read through the license agreement if you want to. Or you can select I Agree and click on Next to proceed. Figure 11.4: License agreement Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 59 7.The path will already be defined for Hyperion Home. All components will be installed to this path. Figure 11.5: Hyperion Home directory Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 60 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 61 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 11.7: Select setup type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 62 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 63 11. Select ESSLANG. Id suggest you continue with the default selection of English (Latin1). Click Next to proceed. Figure 11.9: Select ESSLANG Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 64 12. You can verify the components being installed on the summary screen. Click Next to proceed. Figure 11.10: Summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 65 13. It takes a few moments for the installation to complete. Figure 11.11: Installation progress Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 66 14. The wizard now confirms the completion of the installation. Click on Next to proceed. Figure 11.12: Installation completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 67 15. The wizard suggests launching the Configuration Utility. Check the Launch Hyperion Configuration Utility check box and click on Next to proceed. Figure 11.13: Launch configuration utility Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 68 12.Essbase Configuration 1.The wizard prompts to select a language to be used for the wizard. The default selection is English. Click on OK to proceed. Figure 12.1: Select configuration wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 69 2.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 12.2: Configuration Utility welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 70 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 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. Figure 12.3: Select products to configure Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 71 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 72 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 73 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 74 7.Enter location of Hyperion Shared Services. Server: ubl Port: 58080 User: configuser Password: configuser Figure 12.7: Shared Services details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 75 8.You can verify the configuration items on the summary screen. Click Next to proceed. Figure 12.8: Configuration summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 76 9.Post configuration summary verifies if the configuration was successful. Click Next to proceed. Figure 12.9: Configuration completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 77 10. Confirm if you wish to return to Product Selection Panel. Default selection is No. Click Next to proceed. Figure 12.10: Return to product selection panel Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 78 11. The wizard confirms that all configuration tasks have completed. Click Finish to exit. Figure 12.11: Configuration complete Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 79 13.Essbase Administration Services Installation 1.Navigate to the installation files for Essbase Administration 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 13.1: Select installation wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 80 4.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 13.2: Essbase Administration Services welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 81 5.The wizard will now prompt you to select a location. Continue with the default location United States and click Next to proceed. Figure 13.3: Select location Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 82 6.Read through the license agreement if you want to. Or you can select I Agree and click on Next to proceed. Figure 13.4: License agreement Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 83 7.The path will already be defined for Hyperion Home. All components will be installed to this path. Figure 13.5: Hyperion Home directory Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 84 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 85 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 13.7: Select setup type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 86 10. Select ESSLANG. Id suggest you continue with the default selection of English (Latin1). Click Next to proceed. Figure 13.8: Select ESSLANG Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 87 11. You can verify the components being installed on the summary screen. Click Next to proceed. Figure 13.9: Summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 88 12. It takes a few moments for the installation to complete. Figure 13.10: Installation progress Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 89 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 90 14. The wizard suggests launching the Configuration Utility. Check the Launch Hyperion Configuration Utility check box and click on Next to proceed. Figure 13.14: Launch configuration utility Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 91 14.Essbase Administration Services Configuration 1.The wizard prompts to select a language to be used for the wizard. The default selection is English. Click on OK to proceed. Figure 14.1: Select configuration wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 92 2.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 14.2: Configuration Utility welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 93 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 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. Figure 14.3: Select products to configure Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 94 4.Enter location of Hyperion Shared Services. Server: ubl Port: 58080 User: configuser Password: configuser Figure 14.4: Shared Services details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 95 5.Select the RDBMS. This guide assumes Oracle RDBMS. Select Oracle and click Next to proceed. Figure 14.5: Select database Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 96 6.Now fill in the database configuration details. SID: HAS User Name: hasuser Password: hasuser Data Tablespace: Index Tablespace: Figure 14.6: Database configuration details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 97 7.Select the application server and deployment type. Application Server: Apache Tomcat 5 Deployment Type: Automatic Figure 14.7: Select application server and deployment type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 98 8.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 14.8: Deploy as a service Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 99 9.You can verify the configuration items on the summary screen. Click Next to proceed. Figure 14.9: Configuration summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 100 10. Post configuration summary verifies if the configuration was successful. Click Next to proceed. Figure 14.10: Configuration completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 101 11. Confirm if you wish to return to Product Selection Panel. Default selection is No. Click Next to proceed. Figure 14.11: Return to product selection panel Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 102 12. The wizard confirms that all configuration tasks have completed. Click Finish to exit. Figure 14.12: Configuration complete Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 103 15.Check Essbase Administration Services in Windows Open the Windows Service console to verify that the following services are registered: Hyperion S9 Administration Services ATS5 Figure 15.1: Windows Services 16.Check Essbase Administration Services 17.Essbase Provider Services Installation 1.Navigate to the installation files for Hyperion Provider Services. Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 104 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 17.1: Select installation wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 105 4.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 17.2: Provider Services welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 106 5.The wizard will now prompt you to select a location. Continue with the default location United States and click Next to proceed. Figure 17.3: Select location Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 107 6.Read through the license agreement if you want to. Or you can select I Agree and click on Next to proceed. Figure 17.4: License agreement Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 108 7.The path will already be defined for Hyperion Home. All components will be installed to this path. Figure 17.5: Hyperion Home directory Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 109 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 110 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 17.7: Select setup type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 111 10. Select ESSLANG. Id suggest you continue with the default selection of English (Latin1). Click Next to proceed. Figure 17.8: Select ESSLANG Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 112 11. You can verify the components being installed on the summary screen. Click Next to proceed. Figure 17.9: Summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 113 12. It takes a few moments for the installation to complete. Figure 17.10: Installation progress Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 114 13. The wizard suggests launching the Configuration Utility. Check the Launch Hyperion Configuration Utility check box and click on Next to proceed. Figure 17.11: Launch configuration utility Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 115 18.Essbase Provider Services Configuration 1.The wizard prompts to select a language to be used for the wizard. The default selection is English. Click on OK to proceed. Figure 18.1: Select configuration wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 116 2.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 18.2: Configuration Utility welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 117 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 Essbase Provider Services (C:\Hyperion\AnalyticProviderServices) product.Select 'Register with Shared Services' and Deploy to Application Server items and click Next to proceed. Figure 18.3: Select products to configure Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 118 4.Enter location of Hyperion Shared Services. Server: ubl Port: 58080 User: configuser Password: configuser Figure 18.4: Shared Services details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 119 5.Select the application server and deployment type. Application Server: Apache Tomcat 5 Deployment Type: Automatic Figure 18.5: Select application server and deployment type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 120 6.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 18.6: Deploy as a service Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 121 7.You can verify the configuration items on the summary screen. Click Next to proceed. Figure 18.7: Configuration summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 122 8.Post configuration summary verifies if the configuration was successful. Click Next to proceed. Figure 18.8: Configuration completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 123 9.Confirm if you wish to return to Product Selection Panel. Default selection is No. Click Next to proceed. Figure 18.9: Return to product selection panel Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 124 10. The wizard confirms that all configuration tasks have completed. Click Finish to exit. Figure 18.10: Configuration complete Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 125 19.Check Hyperion Provider Services in Windows Open the Windows Service console to verify that the following services are registered: Hyperion S9 Provider Services ATS5 Figure 19.1: Windows Services 20.Hyperion Planning Installation 1.Navigate to the installation files for Planning 9.3.1. 2.Launch planning.exe. Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 126 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 20.1: Select installation wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 127 4.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 20.2: Planning 9.3.1 welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 128 5.The wizard will now prompt you to select a location. Continue with the default location United States and click Next to proceed. Figure 20.3: Select location Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 129 6.Read through the license agreement if you want to. Or you can select I Agree and click on Next to proceed. Figure 20.4: License agreement Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 130 7.The path will already be defined for Hyperion Home. All components will be installed to this path. Figure 20.5: Hyperion Home directory Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 131 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 132 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 20.7: Select setup type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 133 10. The wizard will install VC redistributable. Figure 20.8: Installing VC Redistributable Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 134 11. You can verify the components being installed on the summary screen. Click Next to proceed. Figure 20.9: Summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 135 12. It takes a few moments for the installation to complete. Figure 20.10: Installation progress Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 136 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 137 21.Check Enterprise Performance Management Architect Services in Windows Open the Windows Service console to verify that the following services are registered: Hyperion S9 EPM Architect Engine Manager Hyperion S9 EPM Architect Event Manager Hyperion S9 EPM Architect Job Manager Hyperion S9 EPM Architect Process Manager Figure 21.1: Windows Services Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 138 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. Figure 22.1: Select configuration wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 139 2.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 22.2: Configuration Utility welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 140 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 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. Figure 22.3: Select products to configure Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 141 4.Enter location of Hyperion Shared Services. Server: ubl Port: 58080 User: configuser Password: configuser Figure 22.4: Shared Services details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 142 5.Select the RDBMS. This guide assumes Oracle RDBMS. Select Oracle and click Next to proceed. Figure 22.5: Select database Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 143 6.Now fill in the database configuration details. SID: HEPMA User Name: hepmauser Password: hepmauser Data Tablespace: Index Tablespace: Figure 22.6: Database configuration details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 144 7.Select the application server and deployment type. Application Server: Apache Tomcat 5 Deployment Type: Automatic Figure 22.7: Select application server and deployment type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 145 8.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 22.8: Deploy as a service Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 146 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 147 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 148 11. Continue with the default value for EPM Architect Web Server details Port: 19091 Figure 22.11: Web Server details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 149 12. You can verify the configuration items on the summary screen. Click Next to proceed. Figure 22.12: Configuration summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 150 13. Post configuration summary verifies if the configuration was successful. Click Next to proceed. Figure 22.13: Configuration completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 151 14. Confirm if you wish to return to Product Selection Panel. Default selection is No. Select 'Yes' and click Next to proceed. Figure 22.14: Return to product selection panel Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 152 23.Check Oracle Hyperion Enterprise Performance Management Architect Services in Windows Open the Windows Service console to verify that the following services are registered: Hyperion S9 EPM Architect Data Synchronization Server ATS5 Hyperion S9 EPM Architect Web ATS5 Figure 23.1: Windows Services Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 153 24.Planning Configuration Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 154 1.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 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. Figure 24.1: Select products to configure Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 155 2.Enter location of Hyperion Shared Services. Server: ubl Port: 58080 User: configuser Password: configuser Figure 24.2: Shared Services details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 156 3.Select the RDBMS. This guide assumes Oracle RDBMS. Select Oracle and click Next to proceed. Figure 24.3: Select database Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 157 4.Now fill in the database configuration details. SID: HPLN User Name: hplnuser Password: hplnuser Data Tablespace: Index Tablespace: Figure 24.4: Database configuration details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 158 5.Select the application server and deployment type. Application Server: Apache Tomcat 5 Deployment Type: Automatic Figure 24.5: Select application server and deployment type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 159 6.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 24.6: Deploy as a service Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 160 7.Post configuration summary verifies if the configuration was successful. Click Next to proceed. Figure 24.7: Configuration completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 161 8.Confirm if you wish to return to Product Selection Panel. Default selection is No. Select 'Yes' and click Next to proceed. Figure 24.8: Return to product selection panel Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 162 25.Creating Planning Instance Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 163 1.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 Planning (C:\Hyperion\Planning) product.Select Product Instance Registration item and click Next to proceed. Figure 25.1: Select products to configure Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 164 2.Keep the default selection of Create Instance. Click Next to proceed. Figure 25.2: Create Instance Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 165 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 166 4.You can verify the configuration items on the summary screen. Click Next to proceed. Figure 25.4: Configuration summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 167 5.Post configuration summary verifies if the configuration was successful. Click Next to proceed. Figure 25.5: Configuration completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 168 6.Confirm if you wish to return to Product Selection Panel. Default selection is No. Select 'Yes' and click Next to proceed. Figure 25.6: Return to product selection panel Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 169 26.Creating Data Source Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 170 1.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 Planning (C:\Hyperion\Planning) product.Select Data Source Configuration item and click Next to proceed. Figure 26.1: Select products to configure Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 171 2.Keep the default selection of Create Datasource. Click Next to proceed. Figure 26.2: Create Datasource Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 172 3.Fill in the Datasource details Datasource Name: HDS Datasource Description: Hyperion Data Source Figure 26.3: Datasource name Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 173 4.Select the previously configured Instance Instance Name: UBLInstance Figure 26.4: Select Planning instance Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 174 5.Select the RDBMS. This guide assumes Oracle RDBMS. Select Oracle and click Next to proceed. Figure 26.5: Select database Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 175 6.Now fill in the database configuration details. Database Details Server: ubl Port: 1521 Database Details Product: PLANNING Database: HDS User: hdsuser Password: hdsuser Figure 26.6: Database configuration details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 176 7.Fill in the Essbase Server configuration details. Server: ubl User: hypuser Password: hypuser nFigure 26.7: Essbase Server details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 177 8.You can verify the configuration items on the summary screen. Click Next to proceed. Figure 26.8: Configuration summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 178 9.Post configuration summary verifies if the configuration was successful. Click Next to proceed. Figure 26.9: Configuration completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 179 10. Confirm if you wish to return to Product Selection Panel. Default selection is No. Click Next to proceed. Figure 26.10: Return to product selection panel Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 180 11. The wizard confirms that all configuration tasks have completed. Click Finish to exit. Figure 26.11: Configuration complete Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 181 27.Check Planning Services in Windows Open the Windows Service console to verify that the following services are registered: Hyperion S9 Planning Figure 27.1: Windows Services Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 182 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.Install Reporting and Analysis Services 2.Install Reporting and Analysis UIServices 3.Install Reporting and Analysis Client 4.Configure Reporting and Analysis 29.Reporting & Analysis Services Installation 1.Navigate to the installation files for Hyperion Reporting and Analysis Services. 2.Launch setup.exe. Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 183 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 29.1: Select installation wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 184 4.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 29.2: Hyperion Reporting and Analysis Services welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 185 5.The wizard will now prompt you to select a location. Continue with the default location United States and click Next to proceed. Figure 29.3: Select location Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 186 6.Read through the license agreement if you want to. Or you can select I Agree and click on Next to proceed. Figure 29.4: License agreement Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 187 7.The path will already be defined for Hyperion Home. All components will be installed to this path. Figure 29.5: Hyperion Home directory Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 188 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 189 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 29.7: Select setup type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 190 10. You can verify the components being installed on the summary screen. Click Next to proceed. Figure 29.8: Summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 191 11. It takes a few moments for the installation to complete. Figure 29.9: Installation progress Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 192 12. The wizard suggests launching the Configuration Utility. Keep the Launch Hyperion Configuration Utility option unchecked and click on Next to proceed. Figure 29.10: Launch configuration utility Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 193 30.Reporting & Analysis UIServices Installation 1.Navigate to the installation files for Hyperion Reporting and Analysis UIServices. 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 30.1: Select installation wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 194 4.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 30.2: Hyperion Reporting and Analysis UIServices welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 195 5.The wizard will now prompt you to select a location. Continue with the default location United States and click Next to proceed. Figure 30.3: Select location Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 196 6.Read through the license agreement if you want to. Or you can select I Agree and click on Next to proceed. Figure 30.4: License agreement Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 197 7.The path will already be defined for Hyperion Home. All components will be installed to this path. Figure 30.5: Hyperion Home directory Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 198 8.Now select the directory for the Hyperion Reporting and Analysis UIServices component. You can use the predefined path and just click on Next to proceed. Figure 30.6: Select Hyperion Reporting and Analysis UIServices directory Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 199 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 30.7: Select setup type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 200 10. You can verify the components being installed on the summary screen. Click Next to proceed. Figure 30.8: Summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 201 11. It takes a few moments for the installation to complete. Figure 30.9: Installation progress Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 202 12. The wizard suggests launching the Configuration Utility. Keep the Launch Hyperion Configuration Utility option unchecked and click on Next to proceed. Figure 30.10: Launch configuration utility Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 203 31.Reporting & Analysis Client Installation 1.Navigate to the installation files for Hyperion Reporting and Analysis Client. 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 31.1: Select installation wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 204 4.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 31.2: Hyperion Reporting and Analysis Client welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 205 5.The wizard will now prompt you to select a location. Continue with the default location United States and click Next to proceed. Figure 31.3: Select location Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 206 6.Read through the license agreement if you want to. Or you can select I Agree and click on Next to proceed. Figure 31.4: License agreement Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 207 7.The path will already be defined for Hyperion Home. All components will be installed to this path. Figure 31.5: Hyperion Home directory Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 208 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 209 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 31.7: Select setup type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 210 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 211 11. You can verify the components being installed on the summary screen. Click Next to proceed. Figure 31.9: Summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 212 12. It takes a few moments for the installation to complete. Figure 31.10: Installation progress Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 213 13. The wizard suggests launching the Configuration Utility. Check the Launch Hyperion Configuration Utility check box and click on Next to proceed. Figure 31.11: Launch configuration utility Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 214 32.Reporting & Analysis Configuration 1.The wizard prompts to select a language to be used for the wizard. The default selection is English. Click on OK to proceed. Figure 32.1: Select configuration wizard language Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 215 2.This will now take you to the Welcome Screen. Click on Next to proceed. Figure 32.2: Configuration Utility welcome screen Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 216 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 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. Figure 32.3: Select products to configure Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 217 4.Keep 'Impact Management Services' option checked on the Product Options page. Figure 32.4: Impact Management Services Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 218 5.Enter location of Hyperion Shared Services. Server: ubl Port: 58080 User: configuser Password: configuser Figure 32.5: Shared Services details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 219 6.Select the RDBMS. This guide assumes Oracle RDBMS. Select Oracle and click Next to proceed. Figure 32.6: Select database Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 220 7.Now fill in the database configuration details. SID: HFR User Name: hfruser Password: hfruser Data Tablespace: Index Tablespace: Figure 32.7: Database configuration details Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 221 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 222 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 223 10. Select the application server and deployment type. Application Server: Apache Tomcat 5 Deployment Type: Automatic Figure 32.10: Select application server and deployment type Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 224 11. 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 32.11: Deploy as a service Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 225 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 226 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 227 14. Keep the default location for Apache HTTP Server location. Click 'Next' to proceed. Figure 32.14: Web Server location Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 228 15. Keep the default HTTP server port. Click 'Next' to proceed. HTTP Port: 19000 Figure 32.15: Web Server Port Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 229 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 230 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 231 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 232 19. You can verify the configuration items on the summary screen. Click Next to proceed. Figure 32.19: Configuration summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 233 20. Post configuration summary verifies if the configuration was successful. Click Next to proceed. Figure 32.20: Configuration completion summary Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 234 21. Confirm if you wish to return to Product Selection Panel. Default selection is No. Click Next to proceed. Figure 32.21: Return to product selection panel Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 235 22. The wizard confirms that all configuration tasks have completed. Click Finish to exit. Figure 32.22: Configuration complete Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 236 33.Check Reporting and Analysis Services in Windows Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 237 Open the Windows Service console to verify that the following services are registered: 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 Figure 33.1: Windows Services Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 238 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 239 34.Creating Super User Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 240 1.Login to the User Management Console Figure 34.1: Login to User Management Console Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 241 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 242 3.User creation is confirmed Figure 34.3: User creation confirmation Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 243 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 244 35.Assigning Rights to Super User Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 245 1.Provision the user with all the roles available in the system. Figure 35.1: Provision roles Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 246 2.Role provisioning confirmation. Figure 35.2: Provisioning confirmation Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 247 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 Hyperion Planning - System 9 [Installation Guide] Shehzad KazmiPage 248 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