This tutorial shows you how to create a sample classic application in Hyperion Planning 9.3.1.
Approximately 30 minutes
This tutorial covers the following topics:
|Defining data sources|
|Creating and initializing a classic sample application|
|Loading sample data|
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This tutorial covers how to create a classic sample application in Planning and how to load sample data for reference.
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.
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.|
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.
Launch the Configuration Utility and click Next.
In the product selection panel, under Planning, select Data Source Configuration.
Select Create Datasource and click Next.
Enter SampAp1 as the datasource name and Sample Application 1 as the description, and click Next.
Select a Planning instance and click Next.
Select a database type (SQL, Oracle, or DB2) and click Next.
Enter the following database details, and click Next:
Enter the Essbase server location, user name, password, and click Next.
Review the task summary and click Next.
When prompted that the configuration task was completed, click Next.
Select No, and click Next.
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:
Log on to Workspace and select Navigate > Administer > Classic Application Administration > Planning Administration.
Click Create Application.
Enter the following required information, select the Sample Application check box, and click Next.
Verify the settings, and click Finish.
Review the status message and click the here first to refresh workspace Navigate > Applications menu link.
Select Navigate > Applications > Planning > SampAp1.
Select Edit > Sample Application > Initialize Sample Application.
In the view pane, expand the Forms folder, and select a subfolder to display the available data forms in the content area.
Select Administration > Manage Database to create the outline in Essbase.
Select the Database check box and click Refresh.
When prompted with a warning, click Refresh.
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:
In the \HYPERION\Planning\bin\ directory, locate the sampApp_data.zip file.
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.
Log on to Administration Services Console, expand Enterprise View > Essbase Servers > <Server Name> > Applications > SampAp1, and select Consol.
Right-click Consol, and select Load data.
Click Find Data File.
On the File System tab, locate and select the SampAp1.txt file, and click OK.
Select the Abort on Error check box and click OK.
The status “Success” is displayed when the data is loaded. Click Close.
In the Planning sample application, open a data form to verify that the data was loaded .
In this lesson, you learned how to:
|Define data sources|
|Create and initialize a classic sample application|
|Load sample data|
To learn more about Planning 9.3.1, refer to additional OBEs.
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