Steps to create a database source in Hyperion Plannings

Steps to create a database source

  Open Hyperion workspace at port 19000

• Click on the navigate symbol
• Click on administration - - > classic application administration - - >planning administration
• Click on manage data source
• Click on create a data source
• Provide an appropriate data source name
• Click on next
• Select your type of RDMS server ( My SQL server)
• Provide RDBMS server hostname or IP address
• Provide your database name that is just you have created
• Login details to the database server(admin, password)
• Provide your Essbase server hostname and IP address
• Login details to Essbase server( admin, password)
• Click on test connection to verify connectivity of RDBMS and Esssbase
• Wait till you see the succeeded massage
• Click on finish

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Steps to create a shared services application group:

Open the shared services using the following URL http://Sharedservicesservername:28080/interop

• Provide the administrator login details
• Click on login (admin, password)
• Expand the properties
• Right-click on Projects  - - > Click on new
• Provide an appropriate project name
• Click on Finish, Click on OK

Note:-

The planning administrator (admin) who creates the planning application should have an appropriate role in shared services at the following location. Hyperion shared services (project name)  - - > Global roles  - - > Application creator  - - > Planning Application - - > Exit from shared services