Oracle® Hyperion Enterprise Performance Management Systemdeveloping custom analytic and enterprise performance management (EPM) applications that is managed by business users. Engineered

Oracle® Hyperion Enterprise Performance ManagementSystem

Licensing Guide

EPM System Licensing Guide, 11.1.2.1

Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

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Contents

Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter 1. Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 2. Hyperion Business Intelligence Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Included Products and Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Usage Notes and Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Chapter 3. Enterprise Performance Management Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Included Products and Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Options for Hyperion Enterprise Planning Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Options for Hyperion Financial Close Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Options for Hyperion Financial Data Quality Management . . . . . . . . . . . . . . . . . . . . 24

Options for Hyperion Data Relationship Management . . . . . . . . . . . . . . . . . . . . . . . 25

Usage Notes and Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Contents iii

iv Contents

Documentation Accessibility

Our goal is to make Oracle products, services, and supporting documentation accessible, withgood usability, to the disabled community. To that end, our documentation includes featuresthat make information available to users of assistive technology. This documentation is availablein HTML format, and contains markup to facilitate access by the disabled community.Accessibility standards will continue to evolve over time, and Oracle is actively engaged withother market-leading technology vendors to address technical obstacles so that ourdocumentation can be accessible to all of our customers. For more information, visit the OracleAccessibility Program Web site at http://www.oracle.com/accessibility/.

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Access to Oracle Support for Hearing-ImpairedCustomersOracle customers have access to electronic support through My Oracle Support or by callingOracle Support at 1.800.223.1711. Hearing-impaired customers in the U.S. who wish to speakto an Oracle Support representative may use a telecommunications relay service (TRS).Information about the TRS is available at http://www.fcc.gov/cgb/consumerfacts/trs.html/, anda list of telephone numbers is available at http://www.fcc.gov/cgb/dro/trsphonebk.html.International hearing-impaired customers should use the TRS at +1.605.224.1837. An OracleSupport engineer will respond to technical issues according to the standard service requestprocess.

5

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6 Documentation Accessibility

1Overview

This document, which is part of the Program Documentation under the terms of your Oraclelicensing agreement, is intended to help you understand the features, functionality, and optionsavailable for Oracle Programs and the licenses required to use them. Oracle offers a variety oflicensing options that determine your rights to run the Oracle Programs. If you have a questionabout your licensing needs, please contact your Oracle sales representative or refer to theresources listed in the "Related Documents" section below for more information.

This document provides information on the following products and their licensingrequirements:

l Chapter 2, “Hyperion Business Intelligence Technology”

l Chapter 3, “Enterprise Performance Management Applications”

7

8 Overview

2Hyperion Business Intelligence

Technology

In This Chapter

Included Products and Components ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Options... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Usage Notes and Restrictions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

This chapter describes Oracle’s Hyperion Business Intelligence Technology licensed programsand their included products, components, options, and restrictions.

Included Products and ComponentsTable 1 Hyperion Business Intelligence Technology: Included Products and Components

Product Description Included Products and Components

Essbase Plus Essbase Plus is the leading online analytical processing (OLAP) serveravailable today. Essbase Plus provides an environment for rapidlydeveloping custom analytic and enterprise performance management(EPM) applications that is managed by business users. Engineered forscalability, security, and rapid-response, Essbase Plus brings analytics tothe business user and enables the business to quickly model complexbusiness scenarios. Through an intuitive interface, business users canmanipulate large data sets to model complex scenarios, forecast outcomes,and perform what-if analyses to identify trends and optimize businessresults. Together with other modules, Essbase Plus offers broad support fordemanding business intelligence analytics requirements.

Restrictions and Notes:

l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Essbase Plus.

l See items (1) and (2) under “Usage Notes and Restrictions” on page12.

l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Essbase Plus only)

l Restricted use Oracle Internet Directory(restricted to use with Essbase Plusonly) for the purposes of storingEssbase Plus user information only

l Hyperion Foundation Services(including Smart View for Office Toolkit)

l Essbase Analytics

l Enterprise Analytics

l High Availability Services

l Application Builder.NET

l Application Builder J2EE

l Spreadsheet Toolkit

Included Products and Components 9


EssbaseEnterprisePerformanceManagementFoundation

Use of Essbase Analytics Link for Hyperion Finanical Management requiresthat the customer have a license for Hyperion Financial Management Plus.


Limited use of Essbase Plus allows for an unlimited number of Block Storageoption (BSO) applications and/or Aggregate Storage option (ASO)applications to be created, however, each ASO application created needsto share data and meta data with a deployed instance of one or more ofthe following applications

l Hyperion Planning Plus

l Hyperion Financial Management Plus

l Hyperion Strategic Finance

l Hyperion Profitability and Cost Management

l Integrated Operational Planning

l Integrated Margin Planning

l Hyperion Workforce Planning

l Hyperion Capital Asset Planning,

l Hyperion Public Sector Planning and Budgeting

Other included components:

l Essbase Analytics Link for HyperionFinanical Management,

l Limited use Essbase Plus

EssbaseVisualExplorer(controlledavailability)

Essbase Visual Explorer, an option for Essbase, is a visualization tool thatbrings rich analysis and discovery to the business or novice user. An easy-to-navigate view of data across the enterprise enables you to identify trends,exceptions, and interdependencies critical to your organization’sperformance.


l Essbase Plus must be licensed separately.

l See item (4) under “Usage Notes and Restrictions” on page 12.

HyperionInteractiveReporting

Hyperion Interactive Reporting provides executives, business users, andanalysts with intuitive user-directed relational query capabilities. Frominteractive dashboards in a readily available context, to complex datamodeling for fully ad hoc access to source data, Hyperion InteractiveReporting can pull together data from disparate sources to produce easyto use charts, pivot tables, highly formatted reports, and more.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Hyperion InteractiveReporting.


l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Interactive Reportingonly)

l Restricted use Oracle Internet Directory(restricted to use with HyperionInteractive Reporting only) for thepurposes of storing Hyperion InteractiveReporting user information only


l Hyperion Impact Management Services

10 Hyperion Business Intelligence Technology


Hyperion SQRProductionReporting

Hyperion SQR Production Reporting generates high volume, presentation-quality and pixel-perfect formatted reports with unparalleled performanceregardless of the type and number of disparate sources. Hyperion SQRProduction Reporting delivers its comprehensive enterprise reportingcapabilities through a graphical report creation environment and a powerful4GL reporting language (called SQR) for advanced reporting and dataprocessing.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Hyperion SQRProduction Reporting.


l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion SQR ProductionReporting only)

l Restricted use Oracle Internet Directory(restricted to use with Hyperion SQRProduction Reporting only) for thepurposes of storing Hyperion SQRProduction Reporting user informationonly


l SAP & SAP BW Adapter for ProductionReporting

HyperionFinancialReporting

Hyperion Financial Reporting enables book-quality financial managementand reporting targeted at meeting the unique requirements of the Financedepartment or any functional area that requires very highly formattedmultidimensional reporting.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Hyperion FinancialReporting.


l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Financial Reportingonly)

l Restricted use Oracle Internet Directory(restricted to use with HyperionFinancial Reporting only) for thepurposes of storing Hyperion FinancialReporting user information only


l SAP BW Adapter for Financial Reporting

Hyperion WebAnalysis

Hyperion Web Analysis delivers powerful, intuitive, Web-based interactiveanalytics to all corners of the enterprise. A highly graphical and easy-to-useinteractive interface, it enables users to view their data in a way that makessense to them. Hyperion Web Analysis facilitates access to packagedapplication and multidimensional data sources. It supports drill-through toa wide variety of relational data sources, including drill-through to URL.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Hyperion WebAnalysis.


l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Web Analysis only)

l Restricted use Oracle Internet Directory(restricted to use with Hyperion WebAnalysis only) for the purposes ofstoring Hyperion Web Analysis userinformation only


l SAP BW Adapter for Web Analysis

OptionsNone.

Options 11

Usage Notes and Restrictions1. Customers with legacy Hyperion pre-System 9 product licenses must pay a Foundation

Enablement migration fee to migrate to the corresponding Oracle Hyperion licenses, whichinclude Hyperion Foundation Services.

2. The minimums for all products are 25 Named User Plus licenses or 4 Processor licenses.

12 Hyperion Business Intelligence Technology

3Enterprise Performance

Management Applications

In This Chapter

Included Products and Components ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Options... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Usage Notes and Restrictions ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

This chapter describes Oracle’s Enterprise Performance Management Applications licensedprograms and their included products, components, options, and restrictions.

13

Included Products and ComponentsTable 2 Enterprise Performance Management Applications: Included Products and Components


HyperionFinancial CloseSuite

Comprehensive suite of all required modules for financial consolidation,close and statutory reporting

l Hyperion Financial Management Plus

l Hyperion Financial Close Management

l Hyperion Financial Data QualityManagement

l Hyperion Financial Data QualityManagement Adapter for FinancialManagement

l Hyperion Financial Data QualityManagement Adapter Suite

l Hyperion Financial Data QualityManagement ERP Source Adapter forSAP

l Essbase Analytics Link for HyperionFinancial Management

l Restricted use Essbase Plus (restrictedto use with Hyperion Financial CloseSuite only and further restricted torequire each Aggregate Storage Optionapplication created to share data andmetadata with a deployed instance ofHyperion Financial Management Plus.)

For a listing of options to this product, see“Options” on page 23.

14 Enterprise Performance Management Applications


HyperionFinancialManagementPlus

Hyperion Financial Management Plus is a financial consolidation andreporting application built with advanced Web technology, but used andmaintained by the finance team. It provides financial managers theability to rapidly close and report financial results, meet global regulatoryrequirements, reduce the cost of compliance and deliver confidence inthe numbers.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Hyperion FinancialManagement Plus.

l HAL BASIC is not included.


l Restricted use Hyperion FinancialReporting (restricted to use withHyperion Financial Management Plusonly)

l Restricted use Hyperion Web Analysis(restricted to use with Hyperion FinancialManagement Plus only)

l Restricted use Oracle Data Integratorand Application Adapter for DataIntegration (restricted to use of theOracle Data Integrator Studio EmbeddedAgent component for use with HyperionFinancial Management Plus as the onlytarget)

l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Financial ManagementPlus only)

l Restricted use Oracle Internet Directory(restricted to storing Hyperion FinancialManagement Plus user information only)

l Hyperion Foundation Services (includingSmart View for Office Toolkit)

l Hyperion Data Integration ManagementAdapters for Hyperion FinancialManagement Plus

FinancialManagementAnalytics


To be licensed separately:

l (1a) Oracle Business Intelligence Suite Enterprise Edition Plus or(1b) Oracle Business Intelligence Foundation Suite AND

l (2a) Hyperion Financial Management Plus or (2b) Hyperion FinancialClose Management or (2c) Hyperion Financial Close Suite



HyperionFinancial CloseManagement

Financial Close Management helps companies define, execute, andreport on the interdependent activities of a financial close period. Itprovides centralized monitoring of all close process tasks and providesa visible, automated, repeatable system of record for running closeprocesses.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Hyperion FinancialClose Management.

l The restricted use license of WebLogic Server Standard Edition doesnot support HTTP Session or Servlet clustering functionality withinWebLogic Server (as WebLogic Server Standard Edition does notinclude clustering).

l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Financial CloseManagement only)

l Restricted use Oracle Internet Directory(restricted to storing Hyperion FinancialClose Management user informationonly)

l Restricted use Web Services Manager(restricted to enabling web serviceswithin the Hyperion Financial CloseManagement application)

l Restricted use BPEL Process Manager(restricted to enabling workflowfunctions to process requests withinHyperion Financial Close Management)

l Restricted use Oracle Virtual Directory(restricted to enabling multiple externalprovider support within HyperionFinancial Close Management)

EssbaseAnalytics Linkfor HyperionFinancialManagement(ControlledAvailability)


l Essbase Plus must be licensed separately.

l Hyperion Financial Management Plus must be licensed separately.

l Each Hyperion Essbase Analytics Link for Hyperion FinancialManagement user must have license entitlement to Essbase Plus.However, these same users are not required to have entitlement toHyperion Financial Management Plus.


N/A

HyperionDisclosureManagement

Disclosure Management allows customers to assemble a reportingpackage for submission to a regulatory agency (for example, 10K or 10Qsubmitted to the SEC) with a complete XBRL creation and managementsolution that includes: XBRL Taxonomy extension and viewing; documentlevel mapping within MS Word and Excel, as well as reusable EPMmetadata mapping; instance document validation, generation andviewing; centralized taxonomy concept mapping storage andmanagement and the ability to combine multiple documents to generatea single XBRL instance document.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of HyperionDisclosure Management.

l The restricted use license of WebLogic Server Standard Edition doesnot support HTTP Session or Servlet clustering functionality withinWebLogic Server (as WebLogic Server Standard Edition does notinclude clustering).

l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion DisclosureManagement only)

l Restricted use Oracle Internet Directory(restricted to storing Hyperion DisclosureManagement user information only)

l Restricted use Web Services Manager(restricted to enabling web serviceswithin the Hyperion DisclosureManagement application)

l Restricted use Universal ContentManagement (restricted to store andmanage documents used by HyperionDisclosure Management application)



HyperionPlanning Suite(ControlledAvailability)



l Hyperion Planning Plus

l Integrated Operational Planning

HyperionEnterprisePlanning Suite

Comprehensive suite of all required modules for enterprise planning.l Hyperion Planning Plus

l Hyperion Workforce Planning

l Hyperion Capital Asset Planning

l Hyperion Strategic Finance

l Hyperion Profitability and CostManagement

l Restricted use Essbase Plus (restrictedto use with Hyperion Enterprise PlanningSuite only and further restricted torequire each Aggregate Storage Optionapplication created to share data andmetadata with a deployed instance ofHyperion Enterprise Planning Suite.)


HyperionPlanning Plus

Hyperion Planning Plus is a centralized, Microsoft Excel- and Web-basedplanning, budgeting, and forecasting solution that integrates financialand operational planning processes. Hyperion Planning Plus providesan in-depth look at business operations and its impact on financials bytightly integrating financial and operational planning models. WithHyperion Planning Plus, you can meet your immediate financial planningneeds while enabling a platform for future cross-functional expansionand automated process integration.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Hyperion PlanningPlus.

l This restricted-use license of WebLogic Server Standard Edition doesnot support HTTP Session or Servlet clustering functionality withinWebLogic Server (as WebLogic Server Standard Edition does notinclude clustering). While the included restricted use version (SE) ofWebLogic Server’s servlet engine is restricted to be not clusterable,Hyperion Planning Plus applications can be clustered even whendeployed on WebLogic Server SE using the Hyperion Planning Plusapplication’s clustering and state replication mechanisms that aredistinct from HTTP Session or Servlet clustering.

l Essbase Plus cannot be used to create Essbase cubes that do notcontain data used by the Hyperion Planning Plus application.

l The Aggregate Storage Option component of Essbase Plus may notbe used.



l Restricted use Essbase Plus (restrictedto use only for accessing data fromHyperion Planning Plus)

l Restricted use Hyperion FinancialReporting (restricted to use withHyperion Planning Plus only)

l Restricted use Hyperion Web Analysis(restricted to use with Hyperion PlanningPlus only)

l Restricted use Oracle Data Integratorand Application Adapter for DataIntegration (restricted to use of theOracle Data Integrator Studio EmbeddedAgent component for use with HyperionPlanning Plus as the only target),)

l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Planning Plus only)

l Restricted use Oracle Internet Directory(restricted to storing Hyperion PlanningPlus user information only)


l Hyperion Data Integration ManagementAdapters for Hyperion Planning Plus



HyperionWorkforcePlanning(ControlledAvailability)

Hyperion Workforce Planning is a special-purpose planning module thatmakes head count, salary, and compensation planning efficient acrossthe enterprise. Designed with prebuilt functionality and out-of-the-boxbest practices, it simplifies the planning of workforce and workforce-related expenses, such as bonuses, fringe benefits, overtime payments,and merit increases. Additionally, it automatically and seamlessly linksworkforce expense plans into Hyperion Workforce Planning, allowing youto accurately assess, in real time, the business impact of workforcedecisions on your overall expense plans.


l Hyperion Planning Plus or Hyperion Planning Suite must be licensedseparately.

l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of HyperionWorkforce Planning.


l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Workforce Planningonly)

l Restricted use Oracle Internet Directory(restricted to storing Hyperion WorkforcePlanning user information only)

HyperionCapital AssetPlanning(ControlledAvailability)

Hyperion Capital Asset Planning provides a framework to automate thecapital asset planning process while bridging the gap between financeand operations. With Hyperion Capital Asset Planning, capital assetplans are an integral part of Oracle Hyperion Planning, allowing you toaccurately assess the impact of capital decisions on overall expenseplans.


l Hyperion Planning Plus or Hyperion Planning Suite must be licensedseparately.

l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Hyperion CapitalAsset Planning.


l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Capital Asset Planningonly)

l Restricted use Oracle Internet Directory(restricted to storing Hyperion CapitalAsset Planning user information only)



Hyperion PublicSector Planningand Budgeting

Hyperion Public Sector Planning and Budgeting extends the capabilitiesof Hyperion Planning application to address the unique requirements ofpublic sector, healthcare and higher education organizations across theglobe With Hyperion Public Sector Planning and Budgeting,organizations can integrate and simplify budget preparation, review andapproval, publication and disclosure processes.


l Hyperion Planning Plus is a prerequisite for Hyperion Public SectorPlanning and Budgeting and includes restricted-use Oracle DataIntegrator and Application Adapter for Data Integration (restricted touse with Hyperion Planning Plus as the only target). When HyperionPlanning Plus and Hyperion Public Sector Planning are licensedtogether, Oracle Data Integrator and Application Adaptor for DataIntegration may be used to both move data into Hyperion PlanningPlus and write the updated data back to the original ERP source. Forany other data movement requirements, full-use licenses of OracleData Integrator and Application Adapter for Data Integration arerequired.

l Hyperion Planning Plus must be licensed separately.

l Hyperion Planning Suite must be licensed separately.

l Hyperion Enterprise Planning Suite must be licensed separately.

l Restricted use Essbase Plus (restrictedto use of the Aggregate Storage Optioncomponent for use with Hyperion PublicSector Planning and Budgeting only)

IntegratedOperationalPlanning(ControlledAvailability)

Hyperion Operational Planning enables the alignment of key operationalplanning processes with financial planning to provide a commonperspective across financial and operational plans. It addresses a rangeof high-value planning processes, such as demand-supply alignment,product allocation and integrated revenue planning, which aresupported poorly with spreadsheet tools today. The solution is based onan innovative change-based data modeling engine that allows richcross-functional modeling and interactive business impact analysis atan enterprise scale. It complements existing financial and supply chainplanning systems by linking these functional plans into an integratedbusiness planning framework. This allows planners across businessfunctions to change operational assumptions, re-evaluate planningscenarios, assess business impact, and rapidly update the plan ofrecord.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of IntegratedOperational Planning.


l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Integrated Operational Planningonly)

l Restricted use Oracle Internet Directory(restricted to storing IntegratedOperational Planning user informationonly)



IntegratedMarginPlanning(ControlledAvailability)

Integrated Margin Planning is a performance management applicationthat enables businesses to predictably manage margins and cost ofgoods sold (COGS) using detailed cost modeling based on operationaldrivers and assumptions. This prepackaged solution incorporatesgranular models of key COGS elements such as materials, labor andtransportation costs, enables rich modeling and driver-based planningof margins and costs, and helps align operational performance with top-down financial targets. It empowers managers and analysts in financeand operations to proactively manage margins even in the face ofextreme variability related to cost and revenue drivers.



l Integrated Operational Planning must be licensed separately.


Restricted use Oracle Internet Directory(restricted to storing Integrated MarginPlanning user information only).

FinancialServicesBalance SheetPlanning(ControlledAvailability)



l Hyperion Planning Plus must be licensed separately.

l Hyperion Enterprise Planning Suite must be licensed separately.


N/A

HyperionProfitability andCostManagement

Understanding profitability and cost in your business is fundamental toimproving performance. Hyperion Profitability and Cost Management isa new performance management application that provides actionableinsights into cost and profitability. Hyperion Profitability and CostManagement drives business performance by discovering drivers of costand profitability, empowering users with visibility and flexibility, andimproving resource alignment.


l Hyperion Essbase Plus cannot be used to create Essbase cubes thatdo not contain data used by the Hyperion Profitability and CostManagement application.

l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of HyperionProfitability and Cost Management.

l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Profitability and CostManagement only)

l Restricted use Oracle Internet Directory(restricted to storing HyperionProfitability and Cost Management userinformation only)

l Restricted use Hyperion FinancialReporting (restricted to use withHyperion Profitability and CostManagement only)

l Restricted use Hyperion Web Analysis(restricted to use with HyperionProfitability and Cost Management only)

l Restricted use Oracle Data Integratorand Application Adapter for DataIntegration (restricted to use of theOracle Data Integrator Studio EmbeddedAgent component for use with HyperionProfitability and Cost Management asthe only target)

l Restricted use Essbase Plus (restrictedto use only for accessing data fromHyperion Profitability and CostManagement)



HyperionPerformanceScorecard Plus(ControlledAvailability)

Hyperion Performance Scorecard Plus helps companies clearly articulatestrategy and goals, communicate them across the enterprise, andmonitor key performance indicators. It provides a flexible approach tothe development of scorecards, supporting recognized scorecardingmethodologies and industry benchmarks. The software offers youcomplete strategy- and accountability-mapping capabilities, as well asWeb-based message boards, forums, and discussion threads.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of HyperionPerformance Scorecard.



l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion PerformanceScorecard Plus only).

l Restricted use Oracle Internet Directory(restricted to storing HyperionPerformance Scorecard Plus userinformation only)


l Hyperion Data Integration ManagementAdapters for Hyperion PerformanceScorecard Plus

HyperionStrategicFinance

Hyperion Strategic Finance is a financial modeling application that letsexecutives identify and understand the full financial impact of alternativecorporate strategies. Hyperion Strategic Finance delivers pre-packagedmodeling and forecasting so your finance experts can better spend theirtime testing alternative strategies, building contingency plans, andunderstanding the impact of those strategies and plans on yourcompany's long-term performance.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Hyperion StrategicFinance.

l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Strategic Finance only)

l Restricted use Oracle Internet Directory(restricted to storing Hyperion StrategicFinance user information only)

l Hyperion Foundation Services — tosupport external authentication providedthrough CSS (Shared Services) andcommon installation only

HyperionStrategicFinance forBanking

A powerful analytical solution enabling financial lending institutions tooptimize the credit origination, underwriting and portfolio managementprocess for commercial lending activities.


l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Hyperion StrategicFinance for Banking.

l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Strategic Finance forBanking only)

l Restricted use Oracle Internet Directory(restricted to storing Hyperion StrategicFinance for Banking user informationonly)

l Hyperion Foundation Services — tosupport external authentication providedthrough CSS (Shared Services) andcommon installation

HyperionEnterprise

Hyperion Enterprise is a prepackaged application for midsizeorganizations that helps financial managers improve financialconsolidation and reporting efficiency while enabling line managers toquickly identify key trends and variances in order to make better, fasterdecisions. Hyperion Enterprise can be distributed and installed at remoteoffices quickly and easily. It can be fully deployed by the financeorganization with minimal IT support, even on a standalone PC.



l Hyperion Enterprise Web Reporting

l Hyperion Enterprise Advanced Features(Organization by Period, DetailedStorage and Statutory ConsolidationsEngine)

l Hyperion Auto Pilot

l Hyperion Allocations



HyperionBusinessModeling(ControlledAvailability)

Hyperion Business Modeling is an interactive, Web based profitabilityand business modeling solution that enables organizations to testoperational and financial planning assumptions, model processes andactivities, determine optimal use of resources, and drive profitabilitythroughout an organization.




N/A

HyperionFinancial DataQualityManagement

Finance organizations need to enhance the quality of internal controlsand reporting processes. To meet these goals, you need a source-to-report view of financial data. Hyperion Financial Data QualityManagement allows business analysts to develop standardized financialdata management processes and validate data from any source system—all while reducing costs and complexity. Fully integrated with Oracle’sperformance management applications, Hyperion Financial Data QualityManagement is the only enterprise-class system for managing thequality of financial data.


l Hyperion Financial Data Quality Management Adapter for FinancialManagement must be licensed separately.

l Hyperion Financial Data Quality Management Adapter Suite mustbe licensed separately.

l Hyperion Financial Data Quality Management ERP Source Adapterfor SAP must be licensed separately.

l WebLogic Server Standard Edition may only be used to host J2EE orJava application logic that is distributed as part of Hyperion FinancialData Quality Management.

l Restricted use WebLogic ServerStandard Edition (restricted to use forrunning Hyperion Financial Data QualityManagement only

l Restricted use Oracle Internet Directory(restricted to storing Hyperion FinancialData Quality Management userinformation only)


HyperionFinancial DataQualityManagementfor HyperionEnterprise


l Hyperion Financial Data Quality Management for Hyperion Enterprisecan only be used with Hyperion Enterprise. It can not be used withother Hyperion products, such as Hyperion Financial Management.

l Hyperion Enterprise (from the Oracle price list) or a HyperionEnterprise legacy product offering (such as Hyperion EnterpriseENTB, Hyperion Enterprise EC, Hyperion Enterprise MML, HyperionEnterprise MMF) must be licensed separately.

Hyperion Enterprise Adapter

Hyperion DataRelationshipManagement

As companies grow and evolve, it becomes essential to manage masterdata across information silos that result from mergers and acquisitions,departmental initiatives, or legacy system proliferation. Dataconsistency, integrity, quality and accuracy suffer. And, no one truststhe information and insight that ensues. Hyperion Data RelationshipManagement, (previously known as Hyperion Master Data Management)provides enterprises with a solution to build consistency within masterdata assets despite endless changes within the underlying transactionaland analytical systems.

Restrictions and Notes

l Set up of more than one public view requires the Hyperion DataRelationship Read Only Access option.

l Restricted use: Internet ApplicationServer Enterprise Edition and BPELProcess Manager (restricted to enablingworkflow functions to process requestswithin Hyperion Data RelationshipManagement)

l Restricted use Hyperion DataRelationship Read Only Access(restricted to a single public view)



Hyperion DataRelationshipSteward

Hyperion Data Relationship Steward is the client user interface for editingHyperion Data Relationship Management dimensions, hierarchies, andrelated artifacts.


l Prerequisites to be licensed separately:

m Hyperion Data Relationship Management

m Hyperion Data Relationship Management for Oracle HyperionFinancial Close Suite

m Hyperion Data Relationship Management for Oracle HyperionEnterprise Planning Suite

m Hyperion Data Relationship Management for Customer Hub

N/A

OptionsOptions for products are listed in the following sections.

Options for Hyperion Enterprise Planning SuiteTable 3 Options for Hyperion Enterprise Planning Suite

Product Notes Included Products and Components

Hyperion Financial DataQuality Management forOracle HyperionEnterprise PlanningSuite


l Hyperion Enterprise Planning Suite must belicensed separately

l All included, restricted use products are restrictedto loading data into Hyperion Enterprise PlanningSuite applications only.

l See item (2) under “Usage Notes and Restrictions”on page 25.

l Restricted use Hyperion Financial Data QualityManagement

l Restricted use Hyperion Financial Data QualityManagement Adapter Suite (excluding theHyperion Enterprise Adapter)

l Restricted use Hyperion Financial Data QualityManagement ERP Source Adapter for SAP

Hyperion DataRelationshipManagement for OracleHyperion EnterprisePlanning Suite


l Hyperion Enterprise Planning Suite must belicensed separately (license metric and quantity ofthis option and Hyperion Enterprise Planning Suitemust be the same.

l Hyperion Data Relationship Steward (minimum 1per customer)


Restricted use Hyperion Data RelationshipManagement (restricted to use where dimensions andhierarchies may only be targeted to applicationsincluded within Hyperion Enterprise Planning Suite).Dimensions and hierarchies may not be targeted toother systems, such as a data warehouse.

Options 23


Crystal Ball EnterprisePerformanceManagement for OracleHyperion EnterprisePlanning Suite


l Hyperion Enterprise Planning Suite must belicensed separately.


Restricted use Crystal Ball Enterprise PerformanceManagement (restricted to use with Hyperion PlanningPlus, Hyperion Strategic Finance and the restricteduse of Essbase Plus provided within the OracleHyperion Enterprise Planning Suite product licenseonly)

Options for Hyperion Financial Close SuiteTable 4 Options for Hyperion Financial Close Suite


Hyperion DisclosureManagement forHyperion FinancialClose Suite


l Hyperion Financial Close Suite must be licensed separately.

l See item (2) under “Usage Notes and Restrictions” on page25.

Restricted use Hyperion DisclosureManagement (restricted to use with HyperionFinancial Close Suite only)

Hyperion DataRelationshipManagement forHyperion FinancialClose Suite


l Hyperion Financial Close Suite must be licensed separately.(License metric and quantity of this option and HyperionFinancial Close Suite must be the same.)

l Hyperion Data Relationship Steward must be licensedseparately (minimum 1 per customer).

l See item (2) under “Usage Notes and Restrictions” on page25.

Restricted use Hyperion Data RelationshipManagement (restricted to use wheredimensions and hierarchies may be targetedonly to applications included within HyperionFinancial Close Suite). Dimensions andhierarchies may not be targeted to othersystems, such as a data warehouse.

Options for Hyperion Financial Data Quality ManagementTable 5 Options for Hyperion Financial Data Quality Management

Product Notes Included Products andComponents

Hyperion FinancialData QualityManagement Adapterfor FinancialManagement


l Hyperion Financial Data Quality Management must be licensed separately.

l Hyperion Financial Management Plus must be licensed separately.


N/A


Product Notes Included Products andComponents

Hyperion FinancialData QualityManagement AdapterSuite


l When licensing this option with Hyperion Financial Data QualityManagement for Hyperion Enterprise, only the Hyperion Enterprise Adapter,Tax Adapter, and Batch Automation may be used. (Hyperion EnterpriseAdapter entitlement is included with Hyperion Financial Data QualityManagement for Hyperion Enterprise.)


l Hyperion Financial Data Quality Management for Enterprise must belicensed separately.

l The associated target application (such as Hyperion Enterprise, HyperionPlanning Plus, Essbase Plus, Hyperion Strategic Finance, and/or otherOracle application) must be licensed separately.

l Restricted use of Oracle Data Integrator Enterprise Edition is restricted touse of the Oracle Data Integrator scenarios delivered with HyperionFinancial Data Quality Management ERP Integration Adapter for OracleApplications only.


l Hyperion Enterprise Adapter

l Planning Adapter

l Essbase Adapter

l Hyperion Strategic FinanceAdapter

l Batch Automation

l Data Mart Adapter

l Tax Adapter

l Restricted use ERPIntegration Adapter(restricted to use with OracleERP sources only)

Hyperion FinancialData QualityManagement ERPSource Adapter forSAP




Restricted use ERP IntegrationAdapter (restricted to use withSAP ERP sources only)

Options for Hyperion Data Relationship ManagementTable 6 Options for Hyperion Data Relationship Management

Product Notes IncludedProducts andComponents

Hyperion Data RelationshipManagement Read Only Access


l Hyperion Data Relationship Management must be licensed separately.

l See items (2) and (4) under “Usage Notes and Restrictions” on page 25.

Usage Notes and Restrictions1. Customers with legacy Hyperion pre-System 9 product licenses must pay a Foundation

Enablement migration fee to migrate to the corresponding Oracle Hyperion licenses, whichinclude Hyperion Foundation Services. Additional information can be found on eSource athttp://esource.oraclecorp.com > License > Migration > Migration Pricing Practices >Acquisition Specific Migration Practices > Hyperion Migration Practices. A detailed licensemapping spreadsheet can be found on eSource at http://esource.oraclecorp.com > License

Usage Notes and Restrictions 25

> Migration > Product Migration Listing > Hyperion Pre-System 9. If you are an Oraclepartner, please contact your Oracle Representative for additional information.

2. Hyperion product option license quantities must match the number of licenses of theassociated Hyperion product. This rule applies to all license models: Component, CustomerApplication Suite, and Enterprise. Examples include the following:

l The number of Hyperion Financial Data Quality Management Financial ManagementAdapter Application User licenses must match the number of Hyperion Financial DataQuality Management Application User licenses.

l The number of Hyperion Data Relationship Management for Hyperion Financial CloseSuite Application User licenses must match the number of Hyperion Financial CloseSuite Application User Licenses. Similarly, the number of Hyperion Data RelationshipManagement for Hyperion Financial Close Suite Enterprise $M in Revenue licensesmust match the number of Hyperion Financial Close Suite Enterprise $M in Revenuelicenses.

3. When licensing Hyperion Financial Data Quality Management Adapter Suite as an optionto Hyperion Financial Data Quality Management for Hyperion Enterprise, only the TaxAdapter and Batch Automation may be used.

4. This product is offered under Controlled Availability (CA), which means it requires specialapproval prior to quoting. For information on the Controlled Availability process andrequired approvals, please refer to the Controlled Availability section on eSource at, http://esource.oraclecorp.com > Home > Controlled Availability Sales Questions. If you are anOracle partner, please contact your Oracle Representative for additional information.
