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Creating and Initializing Oracle® Hyperion Capital Asset Planning, Fusion Edition 11.1.2 Applications

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Purpose

This tutorial shows you how to create and initialize a Capital Asset Planning application in Oracle® Hyperion Enterprise Performance Management Architect, Fusion Edition 11.1.2 (Performance Management Architect) and Classic Application Administration.

Time to Complete

Approximately 2 hours.

Overview

Capital Asset Planning is a Web-based solution that helps you manage, prioritize, and plan for capital expenses. Using Capital Asset Planning, you create a model of your organization's capital expenses, providing an effective way for decision makers and front-line managers to communicate throughout the request, justification, review, and approval process.

The Capital Asset Planning model is based on a 12–month calendar, and the default Capital Asset Planning calculations support multiple years. If your application uses custom time periods, you must modify time-related formulas to support the different time periods.

You create and initialize a new Capital Asset Planning application by using Application Creation Wizard in Performance Management Architect or Classic Application Administration. When you initialize Capital Asset Planning, the following objects are added:

Software and Hardware Requirements

The following is a list of software requirements:

Oracle Hyperion Planning Plus 11.1.2 includes the following components:

Relational storage database(s) are required in the installation and configuration of Oracle Hyperion Planning Plus 11.1.2. The Capital Asset Planning applications in this tutorial each require a relational storage. See the Oracle Hyperion Enterprise Performance Management System Release 11.1.2 - Start Here: Installation Documents and Readmes.

Prerequisites

Before starting this tutorial, you should:

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Have administrator access to a working installation of Planning 11.1.2 with Capital Asset Planning enabled.

 

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Have administrator access to a working installation of Hyperion® Shared Services 11.1.2.

 

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Have administrator access to a working installation of Performance Management Architect 11.1.2.

 

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Have created Planning datasources. This tutorial requires:

  1. One datasource for the Capital Asset Planning application created in Performance Management Architect.
  2. One data source for the Capital Asset Planning application created in Classic Application Administration.

 

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Have a working Planning application that was created in Performance Management Architect.

 

Before you initialize Capital Asset Planning:

Creating Capital Asset Planning Applications in Performance Management Architect

You perform the following tasks in this topic:

Creating a Capital Asset Planning Application Using Application Creation Wizard

In this example, you create a Capital Asset Planning application with no additional plan types. To create Capital Asset Planning applications in Performance Management Architect by using Application Creation Wizard:

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Log on to Workspace.

 

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Select Navigate, then Administer, and then Application Library.

Application Library is displayed. Sample applications were created in the tutorial environment. Note that these Planning applications are not included with the software.


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In Application Library, select File, then New, and then Application (Z).

The Application Creation Wizard is displayed.

 

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In the Application Information area, perform the following actions:

  • Enter an application name.
  • Select Planning as the type.
  • Enter a description.
  • Select Auto Create Local Dimensions.

 

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In the Planning area, perform the following actions:

  • Select General as the application type.
  • Clear all plan type selections.
  • Select Capital Asset Name and enter a plan type name.
  • Accept USD as the default currency.
  • Select Use Multiple Currencies.

 

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In the Calendar area, select a base time period, fiscal start month, and weekly distribution.

 

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For Period and Year, perform the following actions:

  • Select Create New Local Period Dimension.
  • Enter Period as the period name.
  • Select Create New Local Year Dimension.
  • Enter Year as the year name.
  • Select the first fiscal year.
  • Select the number of fiscal years for the application.

 

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Click Next.

 

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Review the Dimension Selection page, make the necessary modifications, and click Next.

 

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The following message is displayed: Dimensions for Capital Asset have been seeded.

Click OK.

The Application Settings page is displayed.

 

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In the Member Area, expand CapEx.

The dimensions created for the application are displayed.

 

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Click Validate.

The validation process checks for missing dimensions and other required information. If anything is missing in the application, the deployment is aborted. If another deployment for the application is in progress, the request is cancelled.

 

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Review the listed messages. If errors are found, make the necessary modifications to the dimension members.

Tip: Period and Year dimension errors usually appear when you do not select Create New Local Period Dimension and Create New Local Year Dimension during application creation.

 

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Click Validate to ensure that no error messages are displayed.

 

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Click Finish.

 

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The deployment process involves the following steps:

  • Validate the application—The validation process is run upon application deployment.
  • Selecting the environment information for deployment—Select the server and instance to which you are deploying the application.
  • Export and deploy the application—When you deploy an application, the deployment job begins and the application is exported from Performance Management Architect to Planning.
  • Create the product application—In new deployments, Planning creates the application and the product server attempts to load the metadata. After deployment is completed, the status and deployment timestamp is updated in Application Library, and the deployment job is marked completed and free of errors, the deployed Planning application becomes accessible in Oracle® Enterprise Performance Management Workspace, Fusion Edition (Workspace).

On the Deploy page, enter the required information and click Deploy.

  • Select a Planning instance. In this example, PLANNING is selected.
  • Select a Planning application server. In this example, PLANNING is selected.
  • Select a Shared Services project (application group). In this example, Default Application Group is selected.
  • Select a Planning datasource. In this example, ST01PLN6 is selected.
  • Select Create Outline.
  • Optional: Select Create Security Filters.
  • Optional: Select Shared Members Security Filters.

The application name and description are entered when you first create the application in Performance Management Architect and are not editable.

 

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In the Job Task dialog box, click the Click here to navigate to jobs link.

After the deployment action is initiated, you can check Job Console for results.

For Capital Asset Planning applications, the deploy process creates the following:

  • Tables and values in the Planning database.
  • An application and outline in Essbase without the need to refresh the cube from the Planning Web user interface.
  • HSP_Rates, for multi-currency applications, upon deployment (it is not a dimension that you create manually).
  • Capital Asset Planning-specific dimensions, members, data forms, smart lists, member formulas, business rules, and menus.

 

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On the Job Console toolbar, click Refresh to update the job results.

Job Console:

A job ID is associated with each task in Job Console, which displays the following information:

  • Summary—Information about the job:
    • Started Time—start time for small jobs.
    • Submitted Time—start time for large jobs.
    • Last Updated Time—last time the job was updated.
    • User Name—user name that submitted the job.
    • Process Name—process name in which the job is running
    • Thread—thread ID of the current job.
    • Server—server name where the job is running.
    • Detail—job summary, including errors and warnings.
  • Attachments—file attachments associated with the job.
  • Status—status and progress of the job. Each job can have the following status: Invalid, Scheduled Start, Queued, Scheduled Stop (cancelled by the user), Starting, Running, Stopping, Stopped (aborted by the user), Aborted (aborted due to an error), Completed, Completed With Errors, and Not Responding.

 

Accessing the Capital Asset Planning Application

After deploying the application, you refresh the application list and access it through Workspace. To access the Capital Asset Planning application after deployment:

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In Workspace, select Navigate, then Applications, and then Refresh.

x

The application list is refreshed.

 

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Select Navigate, then Applications, then Planning, and then <Application Name>. In this example, the CapEx application is selected.

The application is displayed.


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In the Select Data Form area, expand Forms and select Capital.

The predefined Capital Asset Planning data forms are displayed in the content area.

 

 

Adding the Capital Asset Planning Plan Type to an Existing Planning Application

If you have an existing Planning application, you can add the Capital Asset Planning plan type to it in Performance Management Architect by selecting the Initialize menu command.

Initializing the Capital Asset Planning Plan Type

To initialize the Capital Asset Planning plan type:

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In Workspace, select Navigate, then Administer, and then Application Library.

 

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In Application Library, select the Planning application in which you want to add the Capital Asset Planning plan type. In this example, the Capital Asset Planning plan type is added to PlanBud.


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Right-click the application and select Initialize, and then Capital Asset.

Note: Select Workforce and Capital Asset if the application will use both plan types.

 

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In the Confirm Initialization dialog box, click Yes.

The validation process runs before the deployment. The following message is displayed: Validating Application for Deploy.

 

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On the Deploy page, enter the required information and click Deploy.

The following message is displayed while dimensions are created in the application: Seeding dimensions for Capex.

For more information on the deployment process, click here.

 

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In the Job Task dialog box, click the Click here to navigate to jobs link.

 

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On the Job Console toolbar, click Refresh to update the job results.

Job Console:

The application deployment displays a progress of 100% when it is completed. For more information on Job Console, click here.

 

Accessing the Updated Application in Workspace

After the deployment is completed, you access the updated application in Workspace. To access the updated application in Workspace:

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In Workspace, select Navigate, then Applications, then Planning, and then <Application Name>. In this example, the PlanBud. application is selected.

The application is displayed.

 

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In the Select Data Form area, expand Forms and select Capital.

The predefined Capital Asset Planning data forms are displayed in the content area.


Creating Capital Asset Planning Applications in Classic Application Administration

Creating Classic Capital Asset Planning Applications

To create Classic Capital Asset Planning applications:

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Log on to Workspace.

 

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Select Navigate, then Administer, then Classic Application Administration, and then Planning Administration.


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In Classic Application Wizard, click Create.

 

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On the Select tab, perform the following actions:

  • Select a data source. In this example, ST01PLN4 is selected.
  • Enter the name of the application. The name can contain up to eight characters. It must be different than an existing Essbase application. In this example, ClCapEx is entered.
  • Enter a description of the application. In this example, Classic Capital Asset Planning application is entered.
  • Select a Shared Services project (application group). In this example, Default Application Group is selected.
  • Select an instance (cluster) to use for the application. In this example, PLANNING is selected.
  • For Calculation Module, select Business Rules or Calculation Manager. In this example, Calculation Manager is selected.

 

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Select the Calendar tab.

 

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Select the base time period, fiscal start year, fiscal start month, weekly distribution, and total years.

 

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Select the Currencies tab.

 

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Select the default application currency. If the application supports multiple currencies, select Yes.

In this example, USD is selected as the default application currency, and multiple currencies are supported.

 

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Select the Plan Types tab.

 

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Perform the following actions:

  • Clear all plan type selections.
  • Select Capital Asset Planning under Planning Specialized Modules.
  • Enter CapEx as the name for the Capital Asset Planning plan.

 

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Select the Finish tab.

 

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Review your selections and click Finish to create the application.

When the application creation is successfully completed, the following message is displayed:

 

Accessing and Initializing the Application

To access and initialize the Capital Asset Planning application:

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Next to Go to the new application:, click the application name. In this example, ClCapEx is clicked.

The application is displayed.

 

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Select Administration, then Initialization, and then Capital Asset.

 

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When prompted to proceed with the initialization, click OK.

 

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At the confirmation message confirms that initialization is successful, click OK.

The application is displayed.

 

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In the Select Data Form area, expand Forms and select Capital.

The predefined Capital Asset Planning data forms are displayed in the content area.

 

Summary

In this tutorial, you learned how to:

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