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Hyperion 101 for DBAs
NCOAUG Training Day
August 21, 2009
Amar Nettem,
Technologies Director
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Introducing New Generation Consultants
www.newgenusa.com
Oracle Certified Partner
Founded 2001
HQ in Des Plaines; branch in Chennai
6 Practice Areas
Data and Process Integration/Security
Enterprise Applications/OBAs
Infrastructure Design, Deployment, Support
Managed Services
Education and Training
2
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OracleOracleOracleOracle
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Agenda
Hyperion History and Essbase
Architecture
Components Involved.
Installation Order.
Startup/Shutdown Order.
How to Access the Application
Migration.
Where to find Technical Documentation.
Q&A
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Hyperion History
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Hyperion History
Company founded as IMRS in 1981.
Renamed Hyperion Software Corporation in 1995.
Merged with Arbor Software Corporation, the developer of Essbase OLAPserver.
Oracle acquired Hyperion in March, 2007
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Multidimensional database management system (MDBMS)
Name derives from "Extended Spread Sheet dataBASE.
ESSBASE Concept
,
Software in 1998.
Developed to address the scalability issues associated with spreadsheets
such as Lotus 1-2-3 and Microsoft Excel
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Oracle Hyperion
rc ec ure
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Essbase Architecture High level information
flow between Product Components
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Essbase Product Components
Essbase Product Components Incorporate powerful architectural features to handle a wide range of analyticapplications across large multi-user environments.
Essbase Essbasea multi-threaded OLAP database software
The server acts as a shared resource, handling all data storage, caching, calculations,and data security.
The Essbase Server client needs only to retrieve and view data that resides on a server.
Administration Services Database and system administrators interface to Essbase
Provides a single-point-of-access console to multiple Essbase Servers.
Used to design, develop, maintain, and manage multiple Essbase Servers, applications,and databases.
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Essbase Product Components - Contd.Essbase Spreadsheet Add-in for Excel Add-in for Excel integrates Essbase with Microsoft Excel
User can add the Essbase menu to access Excel.
Integration Services Metadata-driven environment to bridge the gap between data stored in Essbase
databases and detailed data stored in relational databases.
The Hybrid Analysis feature gives business users more detail for decision making and ITmanagers more modularity in designing and maintaining large-scale analytic applications.
rov er erv ces
Middle-tier data-source provider to Essbase for Java API, Smart View, and XMLA clients.
Provider Services supports highly concurrent analytical scenarios and provides scalabilityand reliability in a distributed Web-enabled enterprise environment.
Smart View Common Microsoft Office interface for Essbase, Oracle's HFM, Planning and Oracle'sWorkspace data.
Using Smart View, you can view, import, manipulate, distribute and share data in MicrosoftExcel, Word, and PowerPoint interfaces.
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Essbase Product Components Contd.
Application Programming Interface (API)
Allows creation of customized applications.
The Essbase API Referenceprovides a complete listing of API functions, platforms, and
supported compilers.
Developer Products
Enable the rapid creation, management and deployment of tailored enterprise analytic.
Provide a comprehensive set of application programming interfaces, drag and dropcomponents and services.
Data Mining
Shows hidden relationships and patterns in organizational data.
Enables better business decisions.
you can plug in various data mining algorithms, build models, and then apply them to
existing Essbase applications and databases.
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EPM Architecture
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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 applicationsdirectly from Performance Management Architect.
EPM Architecture
The middle tier of Performance Management Architect includes the requiredapplication services for application construction, metadata management, datasynchronization, and surfacing the user interface.
End users access Performance Management Architect and reporting and
application content through Oracle's Hyperion Workspace.
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Components of Hyperion
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Components of Hyperion
Components Involved
Hyperion Financial Management
Hyperion Essbase
Hyperion Foundation Services
Hyperion Enterprise
Hyperion Production Reporting
Hyperion Interactive Reporting
Hyperion Performance Scorecard
Hyperion Planning
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Hyperion Financial Data Quality Management
Hyperion Strategic Finance
Hyperion Web Analysis
Hyperion Financial Reporting
Components of Hyperion - Contd
Hyperion Financial Data Quality Management
Hyperion Workforce Planning.
Hyperion Data Integration Management
Hyperion Master Data Management
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Hyperion Install Sequence
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Create a DatabaseInstall & Configure
Hyperion shared services
Install Administration services
Install Essbase server and
configure
Hyperion Install Sequence
Install Integration services and
configure
Install Hyperion reporting services Install Hyperion reporting UI services
Install Hyperion
reporting client
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Startup/Shutdown sequence
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Shared Services
Hyperion S9 OpenLDAP
Hyperion S9 Shared Services
Reporting and Analysis Core Services
Hyperion S9 BI+ 9.3 Core Services 1
BI+ Analytics
Hyperion S9 BI+ Analytic Services 9.3.1 -
Hyperion S9 Administration Services ATS5
Hyperion S9 Provider Services ATS5
Performance Management Architect Services
Hyperion S9 EPM Architect Process Manager
IIS Admin Service
Startup Order for Hyperion ProductServices and Processes
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 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
yper on + . nanc a epor ng c e u er erver
Performance Management Architect Application Server Service
Hyperion S9 EPM Architect Web ATS5
Hyperion S9 EPM Architect Data Synchronization ATS5
Planning Services
Hyperion S9 Planning
Hyperion RMI Registry
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Shared Services
Hyperion S9 OpenLDAP
Hyperion S9 Shared Services
Reporting and Analysis Core Services
Hyperion S9 BI+ 9.3 Core Services 1
BI+ Analytics
Hyperion S9 BI+ Analytic Services 9.3.1 -
Hyperion S9 Administration Services ATS5
Hyperion S9 Provider Services ATS5
Performance Management Architect Services
Hyperion S9 EPM Architect Process Manager
IIS Admin Service
Shutdown Order for Hyperion ProductServices and Processes
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 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
yper on + . nanc a epor ng c e u er erver
Performance Management Architect Application Server Service
Hyperion S9 EPM Architect Web ATS5
Hyperion S9 EPM Architect Data Synchronization ATS5
Planning Services
Hyperion S9 Planning
Hyperion RMI Registry
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Accessing Application
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Accessing Application
Hyperion Shared Services User Management Console
http://hostname.domainname:58080/interop
Essbase Administration Services Console
http://hostname.domainname:10080/easconsole/console.html
Hyperion workspace
http://hostname.domainname:19000/workspace
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Accessing Application
Hyperion Financial Management
http://hostname.domainname/hfm
Hyperion Planning
p: os name. oma nname: yper on ann ng
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Shared Services
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Shared Services - User Provisioning
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Assigning Access to Users in Webforms
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Hyperion Workspace
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Workspace Elements
Number Name Description
1 Menu Bar Commands and sub-commands that organize tasks and modules (SeeMenus)
2 Standard toolbar Buttons for performing tasks (See Toolbars.)
3 View pane Area that provides buttons that enable jumps between panels (each panelhaving a specific use and corresponding controls) and displays the list ofdocuments and modules (Hiding this pane provides a larger content frame inwhich to use Workspace. Select View > View Pane to hide and display).
4 View Pane orContent AreaAdjuster
Setting to adjust the size of the View pane and content area
5 Content area Area in which you view active-module documents, tasks, or files
6 Buttons Buttons for performing module tasks
7 Process bar Location of the current folder, document, or step.
8 Document tabbar
Information bar specific to the current module (If multiple documents areopen, the current document tab is highlighted).
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Hyperion Workspace
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Workspace Functionalities
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Workspace Functionalities
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Preferences Screen in Workspace
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Navigation from Workspace to Planning
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Web Analysis integrated with Workspace
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Financial Reporting integrated with Workspace
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Webforms through Smart View
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Oracle Hyperion Strategic Finance
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ApplicationMaintenance
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Application Maintenance
Ad-hoc Maintenance
Planned Maintenance
During any change in hierarchy
During User/Group/Role Create/Edit/Deletion process
During Patch DeploymentDuring Upgrade/Migration process
Applying Bug Fixes
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Migration
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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 Productionenvironment
Examples of Migration Components: Application
OutlineLoad RulesDataCalc ScriptsReport ScriptsConfiguration FilesSecurity Filters
SecurityUsers
Groups
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Migration Steps Summary
Typical Hyperion Essbase migration steps to migrate an Essbase applicationfrom one server to another using Migration Wizard, where native security wasin force.
Examining Source and Target Servers
Launching Migration Wizard Selecting Source and Target Servers Selecting Source and Target Applications Selectin Application-Level Ob ects to Mi rate Selecting Database-Level Objects to Migrate Selecting Security Migration Options Selecting Individual Groups to Migrate Selecting Individual Users to Migrate Examining Migration Results
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Documentation
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Documentation
Main Documentation
http://download.oracle.com/docs/cd/E10530_01/welcome.html
. . .
Technical Troubleshooting Reference
http://metalink3.oracle.com
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Q U E S T I O N SQ U E S T I O N S
A N S W E R SA N S W E R S
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Thanks for Supporting NCOAUG
For more information contact:
Eugene Breger847-331-5554
.
EMPOWER Your Business
2400 E Devon AvenueSuite 266
Des Plaines, IL 6001848
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