Setting Location Aliases in Hyperion Planning

Is there a way to change the names of the location aliases in Hyperion Planning so that when the XREFs are created to move across databases they include the desired alias?
For example, Plan Type 1 is called GLedger. Plan Type 2, Report, references GLedger as "__BsCube__." Is there a way to change that to whatever value I'd like?

There may be an easier way to do this, but here's what I'd try:
1) Make sure the new location alias has been created.
2) Export the Planning app to the file system via LCM.
3) Use a tool like TexRep to do a bulk "Find & Replace" across the various XML fiiles exported using LCM. Replace the old Location Alias Name with the New Location Alias Name.
4) Reimport the formulas via LCM.
5) Remove the old and unused Location Alias.
6) Deploy and make sure your changes stick.
7) Test
FWIW, TexRep (or a similar tool) is very useful for any bulk changes that need to be applied to LCM export files.
Hope this helps,
- Jake

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    <06-Feb-2013 10:12:07 o'clock GMT> <Notice> <WebLogicServer> <BEA-000365> <Server state changed to RUNNING>
    <06-Feb-2013 10:12:07 o'clock GMT> <Notice> <WebLogicServer> <BEA-000360> <Server started in RUNNING mode>
    using java.library.path: D:\Oracle\Middleware\EPMSystem11R1/products/Planning/lib64;D:\Oracle\Middleware\EPMSystem11R1/bin;D:\Oracle\Middleware\EPMSystem11R1/common/EssbaseRTC-64/11.1.2.0/bin;D:\Oracle\MIDDLE~1\patch_wls1034\profiles\default\native;D:\Oracle\MIDDLE~1\WLSERV~1.3\server\native\win\x64;D:\Oracle\MIDDLE~1\WLSERV~1.3\server\bin;D:\Oracle\MIDDLE~1\modules\ORGAPA~1.1\bin;D:\Oracle\MIDDLE~1\JROCKI~1\jre\bin;D:\Oracle\MIDDLE~1\JROCKI~1\bin;D:\Oracle\MIDDLE~1\WLSERV~1.3\server\native\win\x64\oci920_8
    EPM_ORACLE_HOME (D:\Oracle\Middleware\EPMSystem11R1) is set from JVM property "EPM_ORACLE_HOME".
    using Java property for Hyperion Home D:\Oracle\Middleware\EPMSystem11R1
    ========================================================================================================
    Edited by: 946582 on 6 Feb, 2013 10:47 PM

  • Loading Smart List to Hyperion Planning 11.1.2.0

    Hi !! I am new to Hyperion Planning. I need to upload the SmartList into Hyperion Planning using Outline load utility. Could you please show me the steps.
    I just need some sample metadata may be two or three line of metadata that will give me idea to generate our metadata file..
    I have created outline utility syntex .. .please guide me....
    any help from you would really appreciated...

    Dear John
    Please help to load the smartlist, I am getting the following error.
    Successfully located and opened input file "d:\smartlist_create1.csv".
    Header record fields: SmartList Name, Operation, Label, Display Order, Missing Label, Data Form Setting, Entry ID, Entry Name, Entry Label
    Located and using "HSP_SMARTLISTS" dimension for loading data in "acpt" application.
    Parent-child ordering option (/H switch) will not be performed: this option is not available for the "HSP_SMARTLISTS" dimension.
    Input file member load ordering option (/O switch) will not be performed: this option is not available for the "HSP_SMARTLISTS" dimension.
    Unable to obtain dimension information and/or perform a data load: Unrecognized column header value(s), refer to previous messages. (Note: column header values are case sensitive.)
    Examine the Essbase log files for status if Essbase data was loaded.
    Planning Outline data store load process finished with exceptions: not all input records were read due to errors (or an empty input file). 0 data records were read, 0 data records were processed, 0 were successfully loaded, 0 were rejected.
    Unrecognized column header value "Data Form Setting".
    Unable to obtain dimension information and/or perform a data load: Unrecognized column header value(s), refer to previous messages. (Note: column header values are case sensitive.)
    Planning Outline data store load process finished with exceptions: not all input records were read due to errors (or an empty input file). 0 data records were read, 0 data records were processed, 0 were successfully loaded, 0 were rejected.
    I have used the same structure as provided in your earlier thread.
    OutlineLoad /A:acpt /U:admin /M /I:d:/smartlist_create1.csv /DS:HSP_SMARTLISTS /L:c:/OutlineLogs/outlineLoad.log /X:c:/OutlineLogs/outlineLoad.exc
    SmartList Name, Operation, Label, Display Order, Missing Label, Data Form Setting, Entry ID, Entry Name, Entry Label
    SL1,addsmartlist,SL1Label,,,,,,
    SL1,addEntry,,,,,,entry1,entrylabel1
    SL1,addEntry,,,,,,entry2,entrylabel2
    PLEASE HELP.
    Regards
    Sim
    Edited by: SimT on May 14, 2012 7:22 PM

  • Hyperion Planning hypadmin password change?

    Experts and or knowledgeable hyperionites,
    I am being asked to reset the Hypadmin password for our Hyperion Planning system. I am new to Hyperion and baffled at where to even start. Can anyone help in finding all the locations where this password might be and what changing the password will do? Even if all you can provide is a few steps or point in the right direction I would be most appreciative of your assistance.
    Thanks,
    Matt

    Hi CJ
    Changing password is simple but do evaluate the impact. You need to update password everywhere in your ODI packages, Backup scripts or any other automaiton if you have used. We have faced this issue , once we changed the admin password and updated everywhere only EAS was not able to authenticate the admin user account.
    update CSS_USERS set PASSWORD= '{SSH2}mpQoG4jU00otFocLZM6CWWUzpk9ZmSY5In3l3ZzFCH5byRhkG6ow7z4KxXmXWXSo' where name='admin';
    This will setup the admin users password to ‘password'

  • How exactly can I load TEXT DATA to a Hyperion Planning application?

    I have a data file that has TEXT data that I want to load to planning. I do not wish for this text data to be displayed in a Smart List, rather I want to use the new Planning data type "Text"
    In chapter 5 of the Planning Admin Guide in the Matrix for Data Load Tools, it says the Planning Outline Load Utility can load Text Data values.
    I can't make sense out of the the instructions to load data with this utility. Can someone please help me?
    -Chris

    Hi John,
    I like your idea of flipping the Data Load Dimension and the Driver Dimension. Unfortunately Planning won't let me set Period as a Data Load Dimension.
    I only get Account, CCCC, Employee, SCCC, and SAU_CAU_Facility (5 of the 11 dimensions in this application).
    So that's why I set the Data Load Dimension and the Driver Dimension as I did. It ran but with some kickouts on missing members. So 16 of the 19 records I sent processed and I understand why these three kicked out in the error file:_
    [Tue Jul 28 10:33:37 EDT 2009] Error occurred loading data record 1: Job_Description,Wrkforce,ENVIRONMENTAL COORDINATOR,"BegBalance, 71_71_CAU, GAK_SCCC, No_CCCC, Actual, FY09, Final, Emp_7340"
    [Tue Jul 28 10:33:37 EDT 2009] com.hyperion.planning.InvalidMemberException: The member Emp_7340 does not exist or you do not have access to it.
    [Tue Jul 28 10:33:37 EDT 2009] Error occurred loading data record 2: Job_Description,Wrkforce,EXECUTIVE ASSISTANT,"BegBalance, 71_71_CAU, G02_SCCC, No_CCCC, Actual, FY09, Final, Emp_4435"
    [Tue Jul 28 10:33:37 EDT 2009] com.hyperion.planning.InvalidMemberException: The member Emp_4435 does not exist or you do not have access to it.
    [Tue Jul 28 10:33:37 EDT 2009] Error occurred loading data record 4: Job_Description,Wrkforce,PRESIDENT & COO-YANKEE ENERGY SYSTEM,"BegBalance, 71_71_CAU, G02_SCCC, No_CCCC, Actual, FY09, Final, Emp_8747"
    [Tue Jul 28 10:33:37 EDT 2009] com.hyperion.planning.InvalidMemberException: The member Emp_8747 does not exist or you do not have access to it.
    [Tue Jul 28 10:33:38 EDT 2009]Planning Outline data store load process finished with exceptions: exceptions occured, examine the exception file for more information. 19 data records were read, 19 data records were processed, 16 were successfully loaded, 3 were rejected.
    The log file that loads tells some good news as well..._
    Successfully logged into "Wrkforce" application, Release 11.111, Adapter Interface Version 5, Workforce supported and not enabled, CapEx not supported and not enabled, CSS Version 3
    "Account" dimension properties and information:
    Account, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Data Load Cube Name, BegBalance, Point-of-View, Account Type, Time Balance, Skip Value, Exchange Rate Type, Variance Reporting, Source Plan Type, Plan Type (Wrkforce), Aggregation (Wrkforce)
    No UDA's defined on "Account"
    "Period" dimension properties and information:
    Period, Parent, Alias: Default, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Type, Start Period, End Period, Aggregation (Wrkforce)
    No UDA's defined on "Period"
    "Years" dimension properties and information:
    Years, Parent, Alias: Default, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation
    No UDA's defined on "Years"
    "Scenario" dimension properties and information:
    Scenario, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Start Year, Start Period, End Year, End Period, Exchange Table, Include BegBal, Process Management Enabled, Aggregation (Wrkforce)
    No UDA's defined on "Scenario"
    "Version" dimension properties and information:
    Version, Parent, Alias: Default, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Version Type, Process Management Enabled, Aggregation (Wrkforce)
    No UDA's defined on "Version"
    "CCCC" dimension properties and information:
    CCCC, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Plan Type (Wrkforce), Aggregation (Wrkforce), Open_Closed_CCCC
    No UDA's defined on "CCCC"
    "Open_Closed_CCCC" attribute dimension (on base dimension "CCCC"). Attributes defined on the "Open_Closed_CCCC" dimension: Open_CCCC; Closed_CCCC;
    Open_Closed_CCCC, Parent, Alias: Default, Operation
    "Employee" dimension properties and information:
    Employee, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Aggregation (Wrkforce)
    No UDA's defined on "Employee"
    "SCCC" dimension properties and information:
    SCCC, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Aggregation (Wrkforce), Open_Closed_SCCC
    No UDA's defined on "SCCC"
    "Open_Closed_SCCC" attribute dimension (on base dimension "SCCC"). Attributes defined on the "Open_Closed_SCCC" dimension: Open_SCCC; Closed_SCCC;
    Open_Closed_SCCC, Parent, Alias: Default, Operation
    "SAU_CAU_Facility" dimension properties and information:
    SAU_CAU_Facility, Parent, Alias: Default, Valid For Consolidations, Data Storage, Two Pass Calculation, Description, Formula, UDA, Smart List, Data Type, Operation, Aggregation (Wrkforce), Open_Closed_SCF
    No UDA's defined on "SAU_CAU_Facility"
    "Open_Closed_SCF" attribute dimension (on base dimension "SAU_CAU_Facility"). Attributes defined on the "Open_Closed_SCF" dimension: Open_SCF; Closed_SCF;
    Open_Closed_SCF, Parent, Alias: Default, Operation
    Exchange Rates properties:
    Table, Description, To Currency, From Currency, Operation, Method, Historical, Beg Balance, Year, Period, Average, Ending
    UDA properties:
    Dimension, UDA, Operation
    Translation input file fields:
    Value, Driver Member, Point-of-View, Data Load Cube Name
    [Tue Jul 28 10:33:35 EDT 2009]Successfully located and opened input file "D:\Hyperion\products\Planning\bin\testload.csv".
    [Tue Jul 28 10:33:35 EDT 2009]Header record fields: Account, Data Load Cube Name, BegBalance, Point-of-View
    [Tue Jul 28 10:33:35 EDT 2009]Located and using "Account" dimension for loading data in "Wrkforce" application.
    [Tue Jul 28 10:33:38 EDT 2009]Load dimension "Account" has been unlocked successfully.
    [Tue Jul 28 10:33:38 EDT 2009]A cube refresh operation will not be performed.
    [Tue Jul 28 10:33:38 EDT 2009]Create security filters operation will not be performed.
    [Tue Jul 28 10:33:38 EDT 2009]Examine the Essbase log files for status if Essbase data was loaded.
    [Tue Jul 28 10:33:38 EDT 2009]Planning Outline data store load process finished with exceptions: exceptions occured, examine the exception file for more information. 19 data records were read, 19 data records were processed, 16 were successfully loaded, 3 were rejected.

  • Oracle' Hyperion and Whittman Hart Hyperion Planning Seminar

    Oracle and Whittman Hart Hyperion Planning Seminar
    Date:
    Wednesday, March 26, 2008
    08:00 a.m. – 11:30 a.m.
    Location:
    Ritz Carlton – Dearborn
    300 Town Center Dr
    Dearborn, MI 48126
    eVite and Registration: http://www.oracle.com/dm/08q3field/13137_ev_hyperion_sem_mar08.html

    Hi Sean
    Unfortunately not tried that mix, but beware of this. We had real issues with a recent 9.2 installation on Oracle 10 - had to find a very certain patch fix, and then had a nightmare configuration to get working.
    If it is like that on Sys 9+ then highlights might be a little risky on older versions.
    Any chance you can set up a development env to test this?
    Hope this helps
    Andy King
    http://www.analitica.co.uk

  • Hyperion Planning Classic vs. BPMA 9.3

    Hi,
    We are on Hyperion Planning 9.3 (including all latest patches). We are in the process of building a new Planning application. Currently we donot have an ETL tool and it doesnt seem we will get one for the next few months until our new Planning application is deployed into production. So in a nutshell we wont have an ETL to solve the below problem.
    I have used Planning Classic along with an ETL tool to build my meta-data in past implementations, and havent had a chance to use BPMA. Lately I have started getting aquinted with BPMA and understand some of its advantages. However, I still have a few specific questions;
    1. I know Planning Classic allows manual creation of members, does BPMA allow the same? Or does BPMA have to have flat file or interface table to create or add members? Our business users would be manually creating some members, or for instance change the start or end month of a 'Scenario'. So, does BPMA allow manual editing and pushing of meta-data?
    2. If an application is created via BPMA, they would have to interface via BPMA and not Planning Classic anymore. Is that true?
    3. I understand it is possible to convert a Planning Classic application into BPMA but "NOT" vice versa. Is this true?
    4. Finally, a more difficult question, a more specific question which kinda of dictates the choice for us.
    My client would like individual departments do their respective budgeting (noting unusual there). However, most of these departments budget per 'Project' and more specifically like to budget based on 'Project Name' (which are unique and not generic) as opposed to 'Project Numbers' (there isnt a Project number standardization as such yet). The challenge is getting the 'Project Names' into Hyperion Planning (sadly it doesnt exist in ERP/GL yet because these are new projects).
    So, though the Finance Team ultimately approves each department's budget, they would like each department be able to create their respective 'Project Names' in Hyperion Planning. And Planning capabilities like supporting detail, etc wouldnt work as they would like variance based on 'Project Names' and be able to slice-n-dice based on 'Project Names'.
    Now if we had an ETL tool the above would have been simple, I would have just created an automation to say pick-up a file with 'Project Names' from a pre-determined folder location. However, because we donot have an ETL, I was wondering if BPMA could do the same, i.e., automatically pick-up a file from a folder and create members and refresh Hyperion Planning? Could the 'Batch Processing' in BPMA handle this?
    Appreciate all your responses...

    Hi,
    First of all I wouldn't recommend using EPMA until version 11, 9.3.1 was riddled with issues.
    To try and answer some of your questions
    1. You can manually maintain members in EPMA if you choose to do so, you need to push it down to planning/essbase if you do make changes.
    2. If the planning app is in EPMA mode then you can't edit/add/delete member information through the classic route, you can view. You still can design forms, task lists etc through planning web.
    3. It is possible but no you are not meant to.
    Sounds like you could do with ODI it would make your life easier, are you sure you are not licensed to use it, you may be entitled to use it.
    Cheers
    John
    http://john-goodwin.blogspot.com/

  • Unable to load data to Hyperion planning application using odi

    Hi All,
    When I try to load data into planning using odi, the odi process completes successfully with the following status in the operator ReportStatistics as shown below but the data doesn't seem to appear in the planning data form or essbase
    can anyone please help
    org.apache.bsf.BSFException: exception from Jython:
    Traceback (most recent call last):
    File "<string>", line 2, in <module>
    Planning Writer Load Summary:
         Number of rows successfully processed: 20
         Number of rows rejected: 0
    source is oracle database
    target account dimension
    LKM SQL TO SQL
    IKM SQL TO HYPERION PLANNING is used
    In Target the following columns were mapped
    Account(load dimension)
    Data load cube name
    driverdimensionmetadata
    Point of view
    LOG FILE
    2012-08-27 09:46:43,214 INFO [SimpleAsyncTaskExecutor-3]: Oracle Data Integrator Adapter for Hyperion Planning
    2012-08-27 09:46:43,214 INFO [SimpleAsyncTaskExecutor-3]: Connecting to planning application [OPAPP] on [mcg-b055]:[11333] using username [admin].
    2012-08-27 09:46:43,277 INFO [SimpleAsyncTaskExecutor-3]: Successfully connected to the planning application.
    2012-08-27 09:46:43,277 INFO [SimpleAsyncTaskExecutor-3]: The load options for the planning load are
         Dimension Name: Account Sort Parent Child : false
         Load Order By Input : false
         Refresh Database : false
    2012-08-27 09:46:43,339 INFO [SimpleAsyncTaskExecutor-3]: Begining the load process.
    2012-08-27 09:46:43,355 DEBUG [SimpleAsyncTaskExecutor-3]: Number of columns in the source result set does not match the number of planning target columns.
    2012-08-27 09:46:43,371 INFO [SimpleAsyncTaskExecutor-3]: Load type is [Load dimension member].
    2012-08-27 09:46:43,996 INFO [SimpleAsyncTaskExecutor-3]: Load process completed.

    Do any members exist in the account dimension before the load? if not can you try adding one member manually then trying the load again.
    Cheers
    John
    http://john-goodwin.blogspot.com/

  • Unable to load metada into Hyperion Planning using ODI

    HI All,
    I am using ODI 11g and trying to load the metadata for Hyperion Planning application 11.1.2.1. But I couldnt load all the Product members in Product Dimension.
    Could able to load few members but was able to run the interface successfully but thrown error while loading few members(Most of the members are shared members, verified that base members existed). Please find the below error log.
    2011-11-17 06:18:06,534 INFO [SimpleAsyncTaskExecutor-2]: Oracle Data Integrator Adapter for Hyperion Planning
    2011-11-17 06:18:06,550 INFO [SimpleAsyncTaskExecutor-2]: Connecting to planning application [xxxx] on [xxxx]:[11333] using username [xxxx].
    2011-11-17 06:18:06,675 INFO [SimpleAsyncTaskExecutor-2]: Successfully connected to the planning application.
    2011-11-17 06:18:06,706 INFO [SimpleAsyncTaskExecutor-2]: The load options for the planning load are
    Dimension Name: Product Sort Parent Child : false
    Load Order By Input : false
    Refresh Database : false
    2011-11-17 06:18:06,768 INFO [SimpleAsyncTaskExecutor-2]: Begining the load process.
    2011-11-17 06:18:06,878 DEBUG [SimpleAsyncTaskExecutor-2]: Number of columns in the source result set does not match the number of planning target columns.
    2011-11-17 06:18:07,440 INFO [SimpleAsyncTaskExecutor-2]: Load type is [Load dimension member].
    2011-11-17 06:18:07,487 ERROR [SimpleAsyncTaskExecutor-2]: Record [[D090, Mobile Mice Cordless_Prod type, D090-Flores DJ, null, Shared, null, null, null, null, null, null, null, +, null]] was rejected by the Planning Server.
    2011-11-17 06:18:07,503 ERROR [SimpleAsyncTaskExecutor-2]: Record [[D091, Mobile Mice Cordless_Prod type, D091-Fiji BT, null, Shared, null, null, null, null, null, null, null, +, null]] was rejected by the Planning Server.
    2011-11-17 06:18:07,518 ERROR [SimpleAsyncTaskExecutor-2]: Record [[D093, Mobile Mice Cordless_Prod type, D093-New York, null, Shared, null, null, null, null, null, null, null, +, null]] was rejected by the Planning Server.
    2011-11-17 06:18:07,550 ERROR [SimpleAsyncTaskExecutor-2]: Record [[D060, Mobile Mice Cordless_Prod type, D060-Corbusier Vista, null, Shared, null, null, null, null, null, null, null, +, null]] was rejected by the Planning Server.
    2011-11-17 06:18:07,565 ERROR [SimpleAsyncTaskExecutor-2]: Record [[D064, Mobile Mice Cordless_Prod type, D064-Sardinia Laser, null, Shared, null, null, null, null, null, null, null, +, null]] was rejected by the Planning Server.
    2011-11-17 06:18:07,581 ERROR [SimpleAsyncTaskExecutor-2]: Record [[D065, Mobile Mice Cordless_Prod type, D065-Ibiza Optical, null, Shared, null, null, null, null, null, null, null, +, null]] was rejected by the Planning Server.
    Regards,
    SP

    Can you check the error log file as you have posted the log file, it should give more information to why the records were rejected.
    Cheers
    John
    http://john-goodwin.blogspot.com/

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