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Planning Utility’s in Hyperion Plannings

Planning Utility’s

When you installed planning software then you will get some of the planning utilities along with the product and those are available in following path

C:/Hyperion/Planning/bin

We use the Cube refresh utility to refresh the cube from command line interface. Use the following syntax

Cube refresh/A: application name /U: username

[/P: password][/C|/R][/D][/F[S|V]]

We use the Form default command to Export out the data forms from one server to local file system with .xml Extension and then import these form definitions into another planning server. We use this utility to migrate the forms from development to production server.

Following is the syntax

FormDefUtil<import/export><filename/formname/-all>

<server><username><password><application>

Export Security utility will be used to export the existing Dimension access from planning application to a flat file. This utility is useful to back up the existing Dimension access and can be reuse in case of application crash using import security using this following syntax.

[importsecurity.cmd “ appname, user, password,<delimiter

(sl_cdma/sl_spae/sl_semmicolon)>,<sl_clearall>”]

Export security / A=appname,/U=username,/p=password,[/S=searchcriteria] |[/S_User=user];[/S_Group][/S_Member=mem] [/To_File=Filename]

ImportSecurity.cmd “app.name,user,password,<delimiter

(SL_CDMA/SL_SPACE/SL_COLON/SL_SEMICOLON)>,(SL_CLEARALL)>”

Note:- Import Security command expects all the dimensional access information is available in a file called secfile.txt

 

 

Alias Tables

Alias Tables are used to maintain the different names for description for planning Dimension members. By default we get One Alias table and we can create Nine (9) more Alias tables

Steps

  • Open the planning application
  • Click on Administration
  • Click on Alias Tables
  • Click on Add
  • Enter the Name for Alias tables
  • Click on OK
  • Open any Dimension members
  • Click on Edit
  • Click on Drop down list for Alias, there select the table that you have created just now, enter the appropriate alias name
  • Click on Save

Now before UAT starts we have to train the End Users to set up the Alias table that is appropriate to his department using the following steps.

  • Click on File
  • Click on Preferences
  • Click on Planning’
  • Click on the Application’s settings tab
  • Under Alias setting, Click on the Drop down list for your Alias table
  • Select the one and Click on OK

Note:- To view the Alias names in a Data form, open the data form in Edit mode there select the Dimensions on row/column. Then Click on an icon called dimension properties go-head and click on an icon called dimension called properties and by default the display has been enabled for only member name. Select the check box for member Alias. Clicks submit and save.

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Task List

Task is an activity such as Data entry, using a web form (or) executing a Business Rule. Task’s are created by Administrator and assign this task’s to Users or Groups.

Steps

  • Open the planning application as an Administrator
  • Click on Administration
  • Click on Manage Task list
  • Click on create on your LHS to create Task list folder
  • Click on create on your RHS to create a task list
  • Enter the appropriate name, and click on OK
  • Select the Task list and click on Edit
  • Another window will pop-up then click on the Add Child, Enter the Task Name and click on the type drop down list, choose appropriate type, such as Data form or Business rule or work flow…
  • Then enable the check box for due date if you to specify the target Date, Month, Time to finish this task
  • Enable the check box on repeat and enter the required number of hours or days..
  • Similarly enable the check box for alert to enable the Email Notification for End User
  • Set the Date & Time
  • Enable the check box for repeat and enter number of hours
  • Click on property tab then it will display all the related planning objects according to your selection such as Data forms or Business Rules..
  • Click on Close
  • Now select Task list and then click on Assign Access, Click on Add-access, it will displays all users and groups. Select the required user or group and select type of access. If type access is assigned then the same user needs to execute the task and if the type of access is managed then the user can reassign this task to some one else
  • Click on Add
  • Click on Close

Now the End user will receive a notification Email about the task assignment

  • He opens the planning application
  • Clicks on View
  • Click on Task list
  • A window will pop-up, expand the task list and Double click on the task list folder then click on the task list on your RHS. Then the task name will appear as an URL
  • Click on that; take an appropriate action such as Date entry or Business Rule execution. Go back to task list then enable the check box under complete then the status will be changed from Incomplete to complete
  • Click on Close

Composite Data form

A Composite Data form was used to display more than one Data form in a single Data form

Note:- Apart from Administrator an interactive user can also create a Task list and a planner cannot create a Task list

Application Owner

When a planning application is created by a technical Administrator, by default he acts as an application owner till he assigns some one as application owner.

The prerequisite to become an application owner, you should be provisioned with Administration role under planning project in shared services.

Then login to planning application as an Administrator, Click on Administration, Click on Application Settings then click on Drop down list under Assign Application owner, select appropriate user and click on save.

For indepth understanding click on

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Planning Utility’s in Hyperion Plannings
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