Outline Load Utility

Step 1: Create a CSV file containing the outline members with parent-child relationships. Make sure the header names are exactly same as specified.

The Mandatory column headers are as follows:-

“Parent”, “Dimension name”, “Data Storage”, “Aggregation”, “Source Plan Type” and “Plan Type”.

Step2: Go to Server where Hyperion Planning is installed.

Step 3: Login. Enter the Credentials.

Step 4: Once login is done, outline load utility path is - /Hyperion/Oracle/Middleware/user_projects/epmsystem1/Planning/planning1

Copy the CSV file here in this path.

Step 5: Navigate to following utility path through command prompt -/Hyperion/Oracle/Middleware/user_projects/epmsystem1/Planning/planning1

Step 6: Type Outline Load utility command with proper syntax.

./OutlineLoad.sh /S:<Server Name> /A:<Application Name> /U:<username> /I:<File Name> /D:<Dimension Name> /L:<Log File> /X:<Error File>

/L and /X parameter is optional for generating the Log and Error files

An Error File (for e.g. error.txt) is automatically generated which gives the errors(if any) while loading the Dimension members.

A Log File (for e.g. logfile.log) is automatically generated which consists of the details of loading the Dimension members

A Log file gives the number of member that were successfully loaded and that were rejected.

Thanks!!

Planning Admin Extension

Planning 11.1.2.3 – Smart View metadata management One of the new features in planning 11.1.2.3 is the ability to manage dimensional metadata through Smart View • The new Hyperion Planning Admin Extension for Smart View allows Oracle Hyperion Planning administrator users to import and work with metadata in Smart View. • With this extension, Planning administrators can use Oracle Hyperion Smart View for Office applications to perform these tasks: 1. Add, edit and import existing Oracle Hyperion Planning dimensions and members, including moving members and designating members as shared in Smart View 2. Create and refresh cubes • The extension can be downloaded from the Tools menu in workspace. • This will download a file called “ PlanningSVExtension.msi ” which is 1.4mb in size and can be easily installed by running the msi . Once you Install Planning Admin Extension A Smart View Set up Wizard opens up for the extension installation. Click on Next :

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Shared Connection and Private Connection

You connect to data sources through shared or private connections. Shared Connections •Shared connections are stored in a central location and are available to multiple users through the Smart View Panel. You cannot add, edit, or rename shared connections, but you can save them as private connections, which you can edit and rename. Private Connections •Private connections are those that you create by saving a shared connection to your local computer or by entering a URL to a provider that is not configured for shared connections. When you create a private connection, it becomes the active connection. Shared Connections : 1. From the Smart View ribbon, click Panel . 2. From Smart View Home or from the menu displayed when you click the arrow next to Home button, do one of the following: • Click a connection name under Recently U sed . You can click to pin items to this list. • Select Shared Connections to open the Shared Connections panel, where you s

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Import Security : Planning

There will be a huge number of requests to grant or remove security access for users. For one or two changes, it is simple task, click on member and then assign access and grant permission. It becomes tiresome when we need to make changes for large number of members. It involves considerable amount of time. Automating the security changes saves considerable amount of time. The ImportSecurity utility in planning loads access permissions for users or groups from a text file into Planning. Importing access permissions using Import security utility overwrites existing access assignments only for imported members, users, or groups. All other existing access permissions remain intact. The SL_CLEARALL parameter clears all existing access permissions. ImportSecurity utility is located at /Hyperion/Oracle/Middleware/user_projects/epmsystem1/Planning/planning1 on Planning server as shown in the following picture: Steps for importing access permissions: STEP1 :Create a text

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