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NCOAUG Training Day August 21, 2009 Amar Nettem, Technologies Director
Oracle Hyperion
Agenda
Hyperion History and Essbase Architecture Components Involved. Installation Order. Startup/Shutdown Order. How to Access the Application Application Maintenance Migration. Where to find Technical Documentation. Q&A
Hyperion History
Hyperion History
Company founded as IMRS in 1981. Renamed Hyperion Software Corporation in 1995. Merged with Arbor Software Corporation, the developer of Essbase OLAP server.
ESSBASE Concept
Originally developed by Arbor Software, which merged with Hyperion Software in 1998.
Developed to address the scalability issues associated with spreadsheets such as Lotus 1-2-3 and Microsoft Excel
EPM Architecture
EPM Architecture
Provides an interface to various sources for metadata Data from these sources can be imported into the system via flat files or Hyperion interface tables. Provides a direct interface to Financial Management and Planning applications Enables the creation, maintenance, and synchronization of these applications directly from Performance Management Architect. The middle tier of Performance Management Architect includes the required application services for application construction, metadata management, data synchronization, and surfacing the user interface. End users access Performance Management Architect and reporting and application content through Oracle's Hyperion Workspace.
Components of Hyperion
Components of Hyperion
Components Involved
Hyperion Enterprise Hyperion Foundation Services Hyperion Essbase Hyperion Financial Management Hyperion Planning Hyperion Performance Scorecard Hyperion Interactive Reporting Hyperion Production Reporting
Hyperion Financial Reporting Hyperion Web Analysis Hyperion Strategic Finance Hyperion Financial Data Quality Management Hyperion Master Data Management Hyperion Data Integration Management Hyperion Workforce Planning. Hyperion Financial Data Quality Management
Install Hyperion
reporting UI services
BI+ Analytics Hyperion S9 BI+ Analytic Services 9.3.1 - <ServerName> Hyperion S9 Administration Services ATS5 Hyperion S9 Provider Services ATS5
Reporting and Analysis UI Services 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 Apache 2.0 Hyperion S9 BI+ 9.3 Workspace Hyperion S9 BI+ 9.3 Financial Reporting Web application Hyperion S9 BI+ 9.3 Web Analysis
Performance Management Architect Application Server Service Hyperion S9 EPM Architect Web ATS5 Hyperion S9 EPM Architect Data Synchronization ATS5
BI+ Analytics Hyperion S9 BI+ Analytic Services 9.3.1 - <ServerName> Hyperion S9 Administration Services ATS5 Hyperion S9 Provider Services ATS5
Reporting and Analysis UI Services 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 Apache 2.0 Hyperion S9 BI+ 9.3 Workspace Hyperion S9 BI+ 9.3 Financial Reporting Web application Hyperion S9 BI+ 9.3 Web Analysis
Performance Management Architect Application Server Service Hyperion S9 EPM Architect Web ATS5 Hyperion S9 EPM Architect Data Synchronization ATS5
Accessing Application
Accessing Application
Accessing Application
Hyperion Financial Management http://hostname.domainname/hfm
Shared Services
Hyperion Workspace
Workspace Elements
Number 1 2 3 Name Menu Bar Description Commands and sub-commands that organize tasks and modules (See Menus)
Standard toolbar Buttons for performing tasks (See Toolbars.) View pane Area that provides buttons that enable jumps between panels (each panel having a specific use and corresponding controls) and displays the list of documents and modules (Hiding this pane provides a larger content frame in which to use Workspace. Select View > View Pane to hide and display). Setting to adjust the size of the View pane and content area
View Pane or Content Area Adjuster Content area Buttons Process bar Document tab bar
5 6 7 8
Area in which you view active-module documents, tasks, or files Buttons for performing module tasks Location of the current folder, document, or step. Information bar specific to the current module (If multiple documents are open, the current document tab is highlighted).
Hyperion Workspace
Workspace Functionalities
Workspace Functionalities
Application Maintenance
Application Maintenance
Ad-hoc Maintenance Planned Maintenance During any change in hierarchy During User/Group/Role Create/Edit/Deletion process During Patch Deployment During Upgrade/Migration process Applying Bug Fixes DataBase Maintenance
Migration
Migration
Typical Hyperion Essbase migration: Move the application and associated files from one server to another Upgrade server to a newer version Move applications from Development to Production environment Examples of Migration Components: Application Outline Load Rules Data Calc Scripts Report Scripts Configuration Files Security Filters Security Users Groups
Documentation
Documentation
QUESTIONS ANSWERS
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