Creating Classic Planning Applications


Purpose


This tutorial shows you how to create a sample classic application in Hyperion Planning 9.3.1.

Time to Complete


Approximately 30 minutes

Topics


This tutorial covers the following topics:

 Overview
 Scenario
 Prerequisites
 Defining data sources
 Creating and initializing a classic sample application
 Loading sample data
 Summary
 Related information

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Overview


This tutorial covers how to create a classic sample application in Planning and how to load sample data for reference.

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Scenario


The sample application is a Planning application that is included with installation. It provides the following sample application designs and objects: dimensions, composite data forms, business rules, menus, task lists, user variables, substitution variables, and data. It demonstrates components that you can build to suit your environment, and is not intended to be a fully functional model that you apply, as is, to your enterprise.

The sample application models a company specializing in producing, selling, and installing audio systems, digital video, televisions, and VCRs.

 

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Prerequisites


Before starting this tutorial, you should:

1.Have dbowner access to a blank database.
2.Have Administrator access to Planning.
3.Have Administrator access to Enterprise Performance Management Architect.
4.Have access to the Configuration Utility.
5.Have an existing Planning instance.

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Defining Data Sources


Data sources link the relational database and the Essbase server. You must create a data source when you create an application. Each data source must be associated with an instance. When you create or update applications using the classic application wizard, you select a data source for the application.

In this topic, you configure a data source for your sample application.

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To define data sources:

1.

Launch the Configuration Utility and click Next.
 

 

2.

In the product selection panel, under Planning, select Data Source Configuration.

 

3.

Select Create Datasource and click Next.

 

4.

Enter SampAp1 as the datasource name and Sample Application 1 as the description, and click Next.

 

5.

Select a Planning instance and click Next.

 

6.

Select a database type (SQL, Oracle, or DB2) and click Next.

 

7.

Enter the following database details, and click Next:

 Server hosting the database
 Accept the default port or make a change; Defaults are: SQL (1433), Oracle (1521), or DB2 (50000)
 Name of the product you are configuring (i.e. Planning)
 Database name

Database username and password

 

8.

Enter the Essbase server location, user name, password, and click Next.

 

9.

Review the task summary and click Next.

 

10.

When prompted that the configuration task was completed, click Next.

 

11.

Select No, and click Next.

 

12.

Click Finish.

 

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Creating and Initializing a classic sample application


For classic Planning applications, use the classic application wizard to create and delete applications. When using the classic application wizard to create a classic sample application, select the Sample Application check box. After creating the classic sample application, you must initialize it.

To create and initialize a classic sample application:

1.

Log on to Workspace and select Navigate > Administer > Classic Application Administration > Planning Administration.

 

2.

Click Create Application.


 

3.

Enter the following required information, select the Sample Application check box, and click Next.

 Select SampAp1 as the data source
 Enter an application name and description
 Select a Shared Services project
 Select a Planning instance

 

4.

Verify the settings, and click Finish.

 

5.

Review the status message and click the here first to refresh workspace Navigate > Applications menu link.

 

6.

Select Navigate > Applications > Planning > SampAp1.

 

7.

Select Edit > Sample Application > Initialize Sample Application.

 

8.

In the view pane, expand the Forms folder, and select a subfolder to display the available data forms in the content area.

 

9.

Select Administration > Manage Database to create the outline in Essbase.

 

10.

Select the Database check box and click Refresh.

 

11.

When prompted with a warning, click Refresh.

 

12.

Click Finish.

 

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Loading Sample Data


You load sample application data directly through Administration Services Console. You must rename the sample application text file to with up to 8 characters.

To load sample data:

1.

In the \HYPERION\Planning\bin\ directory, locate the sampApp_data.zip file.

 

2.

Extract sampApp_data.zip to a location on your drive, such as c:\temp.

The SampAp1.txt file contains the sample data that will be loaded to the sample application.


 

3.

Log on to Administration Services Console, expand Enterprise View > Essbase Servers > <Server Name> > Applications > SampAp1, and select Consol.

 

4.

Right-click Consol, and select Load data.

 

5.

Click Find Data File.

 

6.

On the File System tab, locate and select the SampAp1.txt file, and click OK.

 

7.

Select the Abort on Error check box and click OK.

 

8.

The status “Success” is displayed when the data is loaded. Click Close.

 

9.

In the Planning sample application, open a data form to verify that the data was loaded .

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Summary


In this lesson, you learned how to:

 Define data sources
 Create and initialize a classic sample application
 Load sample data

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Related Information


To learn more about Planning 9.3.1, refer to additional OBEs.

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