Amar Nettem - Hyperion 101 DBA Presentation

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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

    yy

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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