Skip to main content

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 Used. You can click    to pin items to this list.•Select Shared Connections to open the Shared Connections panel, where you select a data source from the drop-down menu. Connections available for the selected data source are displayed in a tree list•Enter the Username and Password for the database you wish to connect to.

Once you are connected to data source select the server to proceed.

Your server can be Essbase, Planning or Reporting and Analysis as per your requirement.

Here we are selecting Planning Server.

Once you select the Planning Server, it will show you the available planning server and the databases under it with Forms,                Task Lists, Dimensions under it ; depending on the level of access you have to the database.





Private Connections:

To add a connection using a URL:
1.From the Smart View ribbon, click Panel.
2.From the Smart View panel, click the arrow next to Home Icon, and then select Private Connections.
3.In the text box, enter the URL or the local storage directory for the data source to which you want to connect. The URL syntax for the various data sources is as follows. Contact your system administrator for the URL to use:
Financial Management: http(s)://servername:port/hfmofficeprovider/hfmofficeprovider.aspx
Hyperion Enterprise: http://servername:port/heofficeprovider/heofficeprovider.aspx
Planning: http(s)://servername:port/HyperionPlanning/SmartView
Essbase: http(s)://servername:port/aps/SmartView
Reporting and Analysis: http(s)://servername:port/raframework/browse/listxml
Financial Close Management: http://servername:port/fcc/servlets/smartview/fcmsvservlet
Oracle Hyperion Strategic Finance: http://servername:port/StrategicPlanning/SmartView

While using a Planning Server so let me show you how to add a Private Connection for Planning :
Step1 : Go to Private Connection Panel -> Select Create New Connection
Step2 : Select Smart View HTTP Provider to give the data source link to the Smart View.
Step3 : Enter the URL as per the Data Source used (here Planning), Click on Next.
Step4 : Select the available Server and the database you want in your Private Connection, Click on Next
Step5 : Name your Connection, you can also set a description for it (not compulsory)
Step6 : Click on Finish. Your Private Connection is established.

You can now see your Private Connection enlisted and connect to do Adhoc Analysis, Open Forms, Dimensions etc. from it.
Once you Add a Connection as Private Connection you will be able to see it under Active Connections.




Thanks!!

Popular posts from this blog

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 : ...
Home

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...
Home