Hyperion Planning System 9 Installation Guide

Hyperion Planning -
System 9
Installation Guide
Shehzad Kazmi

Hyperion Planning - System 9

Installation Guide

Contents
1. Assumptions for this guide ................................................................................................................... 5
Intended Audience .................................................................................................................................... 5
Installation Environment........................................................................................................................... 5
2. Pre-Requisites ....................................................................................................................................... 5
3. Installation Sequence ............................................................................................................................ 6
4. Shared Services Installation .................................................................................................................. 7
5. Shared Services Configuration ............................................................................................................ 18
6. Check Windows Services..................................................................................................................... 31
7. Creating Configuration User ............................................................................................................... 32
8. Assigning Rights to Configuration User............................................................................................... 40
9. Essbase Installation ............................................................................................................................. 43
10. Essbase Client Installation............................................................................................................... 43
11. Essbase Server Installation.............................................................................................................. 55
12. Essbase Configuration ..................................................................................................................... 68
13. Essbase Administration Services Installation .................................................................................. 79
14. Essbase Administration Services Configuration .............................................................................. 91
15. Check Essbase Administration Services in Windows .................................................................... 103
16. Check Essbase Administration Services ........................................................................................ 103
17. Essbase Provider Services Installation .......................................................................................... 103
18. Essbase Provider Services Configuration ...................................................................................... 115
19. Check Hyperion Provider Services in Windows ............................................................................ 125
20. Hyperion Planning Installation ...................................................................................................... 125
21. Check Enterprise Performance Management Architect Services in Windows ............................. 137
22. Oracle Hyperion Enterprise Performance Management Architect Configuration ....................... 138
23. Check Oracle Hyperion Enterprise Performance Management Architect Services in Windows .. 152
24. Planning Configuration ................................................................................................................. 153
25. Creating Planning Instance ........................................................................................................... 162
26. Creating Data Source .................................................................................................................... 169
27. Check Planning Services in Windows ............................................................................................ 181
28. Reporting & Analysis Installation .................................................................................................. 182
29. Reporting & Analysis Services Installation .................................................................................... 182

30. Reporting & Analysis UIServices Installation ................................................................................ 193
31. Reporting & Analysis Client Installation ........................................................................................ 203
32. Reporting & Analysis Configuration .............................................................................................. 214
33. Check Reporting and Analysis Services in Windows ..................................................................... 236
34. Creating Super User ...................................................................................................................... 239
35. Assigning Rights to Super User ..................................................................................................... 244
36. Launching Workspace with Super User ........................................................................................ 247

Hyperion Planning - System 9 [Installation Guide]

1. Assumptions for this guide

There are certain assumptions that this guide makes regarding the following:

• Intended Audience
• Installation Environment

Intended Audience
The intended audience for this document is people who are new to Hyperion Planning – System 9.
Having previous experience of Hyperion Planning system’s is going to help but is not deemed
essential. You’ll be able to skim through most of the sections.

Installation Environment
This guide refers to a particular installation environment and assumes certain products and
configurations to be done prior to starting the Hyperion Planning – System 9 installation.

OS: Windows 2003 Server Enterprise Edition

Pre-installed software:

• IIS (version 5 or above)
• DotNet Framework 2.0
• GhostScript or Adobe Distiller (though this guide explicitly refers to GhostScript during the
configuration process)
• RDBMS (this guide explicitly refers to the Oracle RDBMS. However, IBM DB2 and Microsoft SQL
Server are both supported)

This guide assumes that the intended language of the package is English.

2. Pre-Requisites

The installed products required for this particular installation have already been defined. Assuming
that an Oracle 9i RDBMS is installed and configured, we would now discuss what databases and
users need to be created for the Hyperion Planning – System 9 installation.

Although this is not a strict requirement but I feel that it is better to create separate DB instances for
each of the installed components rather than have separate schemas and tablespaces for them.

I generally create 6 databases, the details for each are present below

Component Database User (Password) Rights and Roles
Hyperion Shared
Services
HSS hssuser (hssuser) • DBA

Hyperion
• Resource

Administration
HAS hasuser (hasuser) • DBA

Services
• Resource

Shehzad Kazmi Page 5


Oracle Hyperion
Enterprise
HEPM hepmuser • DBA

Performance
(hepmuser) • Resource

Management
Architect
Hyperion Planning HPLN hplnuser (hplnuser) • DBA

Hyperion Planning
• Resource

(Data Source)
HDS hdsuser (hdsuser) • DBA

Hyperion
• Resource

Reporting &
HFR hfruser (hfruser) • DBA

Analysis
• Resource

3. Installation Sequence

The installation sequence requires the installation of the Hyperion Planning – System 9 components
in the following order:

• Shared Services
• Essbase
o Essbase Client
o Essbase Server
o Essbase Administration Services
o Hyperion Provider Services
• Hyperion Planning
• Hyperion Reporting & Analysis
o Hyperion Reporting & Analysis Services
o Hyperion Reporting & Analysis UIServices
o Hyperion Reporting & Analysis Client



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



4. This will now take you to the Welcome Screen. Click on ‘Next’ to proceed.

Figure 4.2: Hyperion Shared Services welcome screen



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



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



7. Define the path for the Hyperion Home. All components will be installed to this path.

Figure 4.5: Select Hyperion Home directory



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



9. Choose the components to Install. For simplicity I’d suggest that you keep the default selection of ‘Typical’ install method and click
on ‘Next’ to proceed.

Figure 4.7: Select setup type



10. You can verify the components being installed on the summary screen. Click ‘Next’ to proceed.

Figure 4.8: Summary



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

Figure 4.9: Installation progress



12. The wizard now confirms the completion of the installation. Click on ‘Next’ to proceed.

Figure 4.10: Installation completion summary



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



5. Shared Services Configuration

Now that you’ve completed the installation of Shared Services, we must now configure Shared Services before we can continue with the
installation and configuration of the remaining components.


Figure 5.1: Select configuration wizard language




Figure 5.2: Configuration Utility welcome screen



3. The wizard will now prompt you to select the products to configure. The products that aren’t 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



4. Select the RDBMS. This guide assumes Oracle RDBMS. Select ‘Oracle’ and click ‘Next’ to proceed.

Figure 5.4: Select database



5. Now fill in the database configuration details.
• SID: HSS
• User Name: hssuser
• Password: hssuser
• Data Tablespace: <default>
• Index Tablespace: <default>

Figure 5.5: Database configuration details



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



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



8. You can verify the configuration items on the summary screen. Click ‘Next’ to proceed.

Figure 5.8: Configuration summary



9. Database configuration progress.

Figure 5.9: Database configuration progress



10. Application server deployment progress.

Figure 5.10: Application server deployment progress



11. Post configuration summary verifies if the configuration was successful. Click ‘Next’ to proceed.

Figure 5.11: Configuration completion summary



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



13. The wizard confirms that all configuration tasks have completed. Click ‘Finish’ to exit.

Figure 5.13: Configuration complete



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



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



2. Login using the default user ‘admin/password’ (username/password)

Figure 7.2: Login to Hyperion Shared Services



3. After successful login, you will see the main console window.

Figure 7.3: Hyperion Shared Services Main Console



4. Navigate to ‘User Directories’->’Native Directory’. Right-click on ‘Users’ and select ‘Create User’.

Figure 7.4: User Directory



5. This will bring up the user creation window.

Figure 7.5: Create User window



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



7. User creation is verified. Click on ‘OK’ to dismiss the user creation window.

Figure 7.7: User creation confirmation



8. Click on the ‘Show All’ button to verify the user you just created.

Figure 7.8: Configured users



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



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



3. Verify roles/rights assignment on Provision Summary screen. Click ‘OK’ to proceed.

Figure 8.3: Provision summary



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.




Figure 10.2: Hyperion Essbase Client welcome screen



7. The path will already be defined for Hyperion Home. All components will be installed to this path.

Figure 10.5: Hyperion Home directory



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



10. Select ‘ESSLANG’. I’d suggest you continue with the default selection of ‘English (Latin1)’. Click ‘Next’ to proceed.

Figure 10.8: Select ESSLANG




Figure 10.9: Summary



11. Essbase Server Installation

1. Navigate to the installation files for Essbase Server.





Figure 11.2: Hyperion Essbase Server welcome screen



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



10. Select to update environment variables. I’d 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



15. The wizard suggests launching the ‘Configuration Utility’. Check the ‘Launch Hyperion Configuration Utility’ check box and click on
‘Next’ to proceed.




12. Essbase Configuration





next to them. Click and select ‘Essbase Server (C:HyperionAnalyticServices)’ product. Select 'Product Options', 'Register with
Shared Services' and ‘Register Analytic Services Server as Windows Server’ items and click ‘Next’ to proceed.




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



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



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



7. Enter location of Hyperion Shared Services.
• Server: ubl
• Port: 58080
• User: configuser

Figure 12.7: Shared Services details



13. Essbase Administration Services Installation

1. Navigate to the installation files for Essbase Administration Services.





Figure 13.2: Essbase Administration Services welcome screen



8. Now select the directory for the Essbase Administration Services component. You can use the predefined path and just click on

Figure 13.6: Select Essbase Administration Services directory



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



14. Essbase Administration Services Configuration





next to them. Click and select ‘Essbase Administration Services (C:HyperionAnalyticAdministrationServices)’ product. Select
'Configure Database', 'Register with Shared Services' and ‘Deploy to Application Server’ items and click ‘Next’ to proceed.




• Server: ubl
• Port: 58080




• SID: HAS
• User Name: hasuser
• Password: hasuser




proceed.




15. Check Essbase Administration Services in Windows

• Hyperion S9 Administration Services ATS5


16. Check Essbase Administration Services

17. Essbase Provider Services Installation

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




Figure 17.2: Provider Services welcome screen



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



18. Essbase Provider Services Configuration





next to them. Click and select ‘Essbase Provider Services (C:HyperionAnalyticProviderServices)’ product. Select 'Register with
Shared Services' and ‘Deploy to Application Server’ items and click ‘Next’ to proceed.




• Server: ubl
• Port: 58080




proceed.




19. Check Hyperion Provider Services in Windows

• Hyperion S9 Provider Services ATS5


20. Hyperion Planning Installation

1. Navigate to the installation files for Planning 9.3.1.
2. Launch planning.exe.




Figure 20.2: Planning 9.3.1 welcome screen



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



10. The wizard will install VC redistributable.

Figure 20.8: Installing VC Redistributable



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



21. Check Enterprise Performance Management Architect Services in Windows

• Hyperion S9 EPM Architect Engine Manager
• Hyperion S9 EPM Architect Event Manager
• Hyperion S9 EPM Architect Job Manager
• Hyperion S9 EPM Architect Process Manager




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.




next to them. Click and select ‘Oracle Hyperion Enterprise Performance Management Architect (C:HyperionBPMA)’ product.
Select 'Register with Shared Services', ‘Configure Database’ and ‘Deploy to Application Server’ items and click ‘Next’ to proceed.




• Server: ubl
• Port: 58080




• SID: HEPMA
• User Name: hepmauser
• Password: hepmauser




proceed.




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



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



11. Continue with the default value for EPM Architect Web Server details
• Port: 19091

Figure 22.11: Web Server details



14. Confirm if you wish to return to ‘Product Selection Panel’. Default selection is ‘No’. Select 'Yes' and click ‘Next’ to proceed.




23. Check Oracle Hyperion Enterprise Performance Management Architect Services in
Windows

• Hyperion S9 EPM Architect Data Synchronization Server ATS5
• Hyperion S9 EPM Architect Web ATS5




24. Planning Configuration



next to them. Click and select ‘Planning (C:HyperionPlanning)’ product. Select ‘Product Options’, 'Register with Shared Services',
‘Configure Database’ and ‘Deploy to Application Server’ items and click ‘Next’ to proceed.




• Server: ubl
• Port: 58080




• SID: HPLN
• User Name: hplnuser
• Password: hplnuser




proceed.




25. Creating Planning Instance



next to them. Click and select ‘Planning (C:HyperionPlanning)’ product. Select ‘Product Instance Registration’ item and click ‘Next’
to proceed.




2. Keep the default selection of ‘Create Instance’. Click ‘Next’ to proceed.

Figure 25.2: Create Instance



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



26. Creating Data Source



next to them. Click and select ‘Planning (C:HyperionPlanning)’ product. Select ‘Data Source Configuration’ item and click ‘Next’ to
proceed.




2. Keep the default selection of ‘Create Datasource’. Click ‘Next’ to proceed.

Figure 26.2: Create Datasource



3. Fill in the Datasource details
• Datasource Name: HDS
• Datasource Description: Hyperion Data Source

Figure 26.3: Datasource name



4. Select the previously configured Instance
• Instance Name: UBLInstance

Figure 26.4: Select Planning instance



• Database Details
• Server: ubl
• Port: 1521
• Database Details
• Product: PLANNING
• Database: HDS
• User: hdsuser
• Password: hdsuser




7. Fill in the Essbase Server configuration details.
• Server: ubl
• User: hypuser
• Password: hypuser

n
Figure 26.7: Essbase Server details



27. Check Planning Services in Windows

• Hyperion S9 Planning




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.




Figure 29.2: Hyperion Reporting and Analysis Services welcome screen



8. Now select the directory for the Hyperion Reporting and Analysis Services component. You can use the predefined path and just
click on ‘Next’ to proceed.

Figure 29.6: Select Hyperion Reporting and Analysis Services directory


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Hyperion Planning System 9 Installation Guide

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