Hyperion Enterprise. Installation Guide RELEASE 6.5.1.1.000

Hyperion Enterprise Instaation Guide RELEASE 6.5.1.1.000

Hyperion Enterprise Instaation Guide, 6.5.1.1.000 Copyright 1991, 2012, Orace and/or its affiiates. A rights reserved. Authors: EPM Information Deveopment Team Orace and Java are registered trademarks of Orace and/or its affiiates. Other names may be trademarks of their respective owners This software and reated documentation are provided under a icense agreement containing restrictions on use and discosure and are protected by inteectua property aws. Except as expressy permitted in your icense agreement or aowed by aw, you may not use, copy, reproduce, transate, broadcast, modify, icense, transmit, distribute, exhibit, perform, pubish, or dispay any part, in any form, or by any means. Reverse engineering, disassemby, or decompiation of this software, uness required by aw for interoperabiity, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, pease report them to us in writing. If this is software or reated documentation that is deivered to the U.S. Government or anyone icensing it on behaf of the U.S. Government, the foowing notice is appicabe: U.S. GOVERNMENT RIGHTS: Programs, software, databases, and reated documentation and technica data deivered to U.S. Government customers are "commercia computer software" or "commercia technica data" pursuant to the appicabe Federa Acquisition Reguation and agency-specific suppementa reguations. As such, the use, dupication, discosure, modification, and adaptation sha be subject to the restrictions and icense terms set forth in the appicabe Government contract, and, to the extent appicabe by the terms of the Government contract, the additiona rights set forth in FAR 52.227-19, Commercia Computer Software License (December 2007). Orace America, Inc., 500 Orace Parkway, Redwood City, CA 94065. This software or hardware is deveoped for genera use in a variety of information management appications. It is not deveoped or intended for use in any inherenty dangerous appications, incuding appications that may create a risk of persona injury. If you use this software or hardware in dangerous appications, then you sha be responsibe to take a appropriate fai-safe, backup, redundancy, and other measures to ensure its safe use. Orace Corporation and its affiiates discaim any iabiity for any damages caused by use of this software or hardware in dangerous appications. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Orace Corporation and its affiiates are not responsibe for and expressy discaim a warranties of any kind with respect to third-party content, products, and services. Orace Corporation and its affiiates wi not be responsibe for any oss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

Contents Documentation Accessibiity... 9 Chapter 1. Instaation Overview... 11 Introduction... 11 Components... 11 Chapter 2. Panning the Instaation... 13 System Requirements... 13 Windows Cient Workstation Requirements... 13 Fie Server Requirements (Without Data Server)... 15 Fie Server Requirements (With Data Server)... 15 Hyperion Enterprise Web Cient... 16 Hyperion Enterprise Web Server... 16 Appication Server Requirements for Hyperion Enterprise... 17 Message Server Requirements for Hyperion Enterprise... 18 Hyperion Enterprise Smart View Provider Requirements... 19 Prerequisites... 19 Additiona Prerequisites... 21 Hyperion Enterprise Appication Server... 21 Using Hyperion Enterprise Appication Server on Windows 2008 32 or 64-bit... 21 Statutory Consoidation Engine... 21 Hyperion Enterprise Servers... 22 Hyperion Enterprise Web Server... 23 Hyperion Enterprise Smart View Provider... 25 Components and Their Directories... 25 Instaation Tasks... 26 Compatibe Products... 27 Port Numbers Used by Hyperion Products... 27 Chapter 3. Quick Insta and Sient Mode Instaation... 29 Instaation Methods... 29 Performing a Quick Insta... 29 Sient Instaation... 31 Contents iii

Performing a Sient Mode Instaation... 31 Driver Count Settings... 32 Chapter 4. Instaing Hyperion Enterprise... 33 Setup Options.... 33 Performing a Compete Instaation... 33 Beginning a Compete Instaation... 34 Setting Up Server Components... 45 Instaing Common Security Services (CSS)... 53 Finishing a Compete Instaation.... 56 Performing a Workstation Setup Instaation... 57 Verifying Your Path... 66 Driver Count Setting.... 66 Chapter 5. Additiona Instaation Procedures... 69 Setting Up Hyperion Retrieve... 69 Setting Up Hyperion Retrieve for Microsoft Exce... 69 Creating a Customized Setup Program... 69 Instaing Hyperion Enterprise Using the Customized Setup Program... 71 Configuring Hyperion Enterprise Web Server.... 71 Prerequisites.... 71 Configuring the Hyperion Enterprise Web Appication... 72 Disabing Access to Hyperion Enterprise Web Appications... 73 About Hyperion Home... 74 Changing the Hyperion Home Location... 74 Chapter 6. Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000.... 75 Feature Comparison with Hyperion Enterprise SE Reease 4.x... 75 Compatibiity of Earier Hyperion Enterprise SE and Hyperion Enterprise 6.5.1.1.000 Reeases... 79 Performing Eiminations When Substructures are Used.... 79 Assigning Formuas to Subaccounts by Equating Major Accounts... 80 Cacuating Formuas... 80 Entering Intercompany Transactions... 80 Tracking Acquired and Disposed Dates... 81 Universa Naming Convention... 81 System Load Fie Behavior.... 81 Requirements Comparison with Hyperion Enterprise SE.... 83 Hyperion Enterprise SE Architecture... 84 Hyperion Enterprise Reease 6.5.1.1.000 Architecture... 84 iv Contents

Hyperion Enterprise Conversion Utiities... 86 Converting Appications... 87 Appication Conversion 4.7 Through 6.4.0.0.000 to 6.5.1.1.000 Conversion Utiity... 87 Appication Conversion from SE to 6.5.1.1.000 Conversion Utiity... 87 Hyperion Enterprise SE System Extract and Logic Conversion Utiities.... 88 Instaing the Conversion Utiities... 88 Appication Conversion 4.7 Through 6.4.0.0.000 to 6.5.1.1.000 Conversion Utiity... 88 Hyperion Enterprise XA Conversion Considerations.... 90 Converting a Hyperion Enterprise Reease 4.7 Through Reease 6.4.0.0.000 Appication to Reease 6.5.1.1.000... 91 Appication Conversion SE to Hyperion Enterprise 6.5.1.1.000 Conversion Utiity... 94 Before You Convert... 95 Gathering Data to Test Your Conversion... 97 Converting Hyperion Enterprise SE Appications to Hyperion Enterprise Reease 6.5.1.1.000... 97 Postconversion Tasks and Considerations.... 102 System Extract and Logic Conversion Utiities... 104 Appication Load Fie Conversion Considerations... 104 Converting System Extract and Load Fies... 105 Loading Converted System Fies.... 106 Converting Logic Fies.... 106 Resetting Your Dynamic Account List Criteria... 108 Setting Your Point of View in Hyperion Enterprise... 108 Chapter 7. Uninstaing Hyperion Enterprise... 109 Uninstaing Hyperion Enterprise... 109 Chapter 8. Upgrading Hyperion Enterprise.... 111 Upgrading Methods... 111 Upgrading by Instaing.... 111 Upgrading by Modifying... 114 Upgrading by Repairing... 116 Appendix A. Manua Configuration of Web Environment.... 117 Instaing and Configuring Microsoft IIS... 117 Verifying the IIS Instaation... 118 Prerequisites for configuring IIS.... 118 Checking IIS Configuration.... 119 Performance Tuning... 120 Contents v

Appendix B. Hyperion Enterprise Documentation... 123 Browser-Based Hep for Hyperion Enterprise Windows 32 bit cient and Web... 123 Accessing Browser-Based Hep for Hyperion Enterprise Windows 32 bit cient... 123 Accessing Browser-Based Hep... 124 Viewing and Printing PDF Fies... 124 PDF Fies for Hyperion Enterprise... 124 Appendix C. Program Fies Inventory... 125 Windows System Fies... 125 Windows Registry Fies... 126 Windows Crysta Fies... 127 Windows Crescent Fies... 128 Appendix D. Product Inventory... 129 Hyperion Enterprise... 129 Hyperion Enterprise API Reference Guide... 129 Hyperion Aocations... 129 Hyperion LedgerLink... 130 Statutory Consoidation Engine (SCE)... 130 Hyperion Retrieve... 130 Hyperion AutoPiot... 130 Appication Conversion SE to 6.5.1.1.000 Conversion Wizard... 130 Appication Conversion 4.7 Through 6.3.0.0.000 to 6.5.1.1.000... 130 Load Fie Conversion Utiity... 131 Logic Fie Conversion Utiity... 131 Hyperion Home Migration Utiity... 131 Appendix E. Ports... 133 About Defaut Ports... 133 Shared Services Ports... 133 Essbase System 9 Ports... 134 Essbase Ports... 134 Administration Services Ports... 135 Provider Services Ports... 136 Smart Search Command Line Utiity Ports... 137 Reporting and Anaysis Ports... 137 Foundation Ports... 137 Financia Reporting Ports... 138 Interactive Reporting Ports... 139 Web Anaysis Ports... 139 vi Contents

EPM Workspace Ports... 140 Appication Buider for J2EE Ports... 141 Appication Buider for.net Ports... 141 Financia Performance Management Appications Ports... 141 Financia Management Ports... 142 Performance Scorecard Ports... 142 Panning Ports... 143 Strategic Finance Ports... 143 Performance Management Architect Ports... 144 Data Management Ports... 146 Data Integration Management Ports... 146 Transation Manager Ports... 147 FDM Ports... 148 Data Reationship Management Ports... 148 Index... 151 Contents vii

viii Contents

Documentation Accessibiity For information about Orace's commitment to accessibiity, visit the Orace Accessibiity Program website at http://www.orace.com/ps/topic/ookup?ctx=acc&id=docacc. Access to Orace Support Orace customers have access to eectronic support through My Orace Support. For information, visit http:// www.orace.com/ps/topic/ookup?ctx=acc&id=info or visit http://www.orace.com/ps/topic/ookup? ctx=acc&id=trs if you are hearing impaired. 9

10 Documentation Accessibiity

1 Instaation Overview In This Chapter Introduction...11 Components...11 Introduction Orace's Hyperion Enterprise is an advanced management, reporting, and consoidation system. This guide describes the hardware and software requirements and instaation procedures for instaing Hyperion Enterprise. Hyperion Enterprise handes a wide range of financia management tasks in a graphica, userfriendy environment. You can use Hyperion Enterprise to coect, consoidate, anayze, and report on business and financia information. With Hyperion Enterprise, your fie-based appications can be Web-enabed, giving users access to an appication onsite or at a remote site using the Internet or an intranet. The system administrator contros which appications are Webenabed. Externa authentication may be used to configure users in Hyperion Enterprise. You can use any or a of the foowing authentication types: Microsoft Windows NT LAN Manager (NTLM), Lightweight Directory Access Protoco (LDAP), or Microsoft Active Directory (MSAD). Information about the seected authentication service is configured by the administrator after the instaation. Mutipe providers may be added, if required. For further information about externa authentication and singe sign-on, see chapter Configuring Externa Authentication in the Hyperion Enterprise Administrator s Guide. Components The Hyperion Enterprise instaation program instas the foowing products, based on the options that you seect: Hyperion Enterprise Reease 6.5.1.1.000 Externa Security Services Hyperion Statutory Consoidation Engine Hyperion Enterprise Appication Server Hyperion Enterprise Data Server Introduction 11

Hyperion Enterprise Web Server Hyperion Enterprise Conversion Utiities Hyperion Aocations Hyperion AutoPiot TM Hyperion LedgerLink Hyperion Message Server Hyperion SmartView provider Hyperion Enterprise Extraction Utiity For information about the enhancements and considerations for this reease of Hyperion Enterprise, see the Hyperion Enterprise Reease 6.5.1.1.000 Readme document. Note: If you have Hyperion Enterprise reease 6.4.0.0.000 or earier instaed on your system, you shoud uninsta the previous versions as outined in Chapter 7, Uninstaing Hyperion Enterprise. Hyperion Enterprise reease 6.5.1.1.000 supports upgrade instaation of reease 6.4.1.0.000 or higher. 12 Instaation Overview

2 Panning the Instaation In This Chapter System Requirements...13 Prerequisites...19 Additiona Prerequisites...21 Port Numbers Used by Hyperion Products...27 System Requirements This section provides configuration requirements and recommendations for the Hyperion Enterprise Reease 6.5.1.1.000 cient workstation, Web server, fie server, database, appication server, and message server. The foowing specifications cover Hyperion Enterprise Reease 6.5.1.1.000 software and reated appications ony. Your particuar instaation might need additiona memory, space, and processing capabiities, depending on the requirements of your operating system and any other software you might be running. Windows Cient Workstation Requirements Tabe 1 ists configuration requirements and recommendations for a Hyperion Enterprise Reease 6.5.1.1.000 cient workstation. The size and compexity of your appications may impact the workstation requirements. Tabe 1 Cient Workstation Requirements Component Requirements Processor Minimum - Pentium 200 Recommended - Pentium 500 or faster Memory Minimum - 512 MB Recommended - 1 GB or greater, particuary for system administration Disk space 10 MB if system fies and appication data reside on a fie server (recommended) 75 MB, pus space for appication data as needed, if system and data fies reside ocay System Requirements 13

Component Operating systems Web browsers Requirements Operating System for Both 32-bit and 64-bit. Windows XP Professiona (with Service Pack 3) Windows Vista Windows 7 Web browsers 32-bit: Internet Exporer 6.0, 7.0, and 8.0. FireFox 3.5.x and 3.6.x Web browsers 64-bit: Internet Exporer 7.0 Internet Exporer 8.0 RAM (cient) and swap fie RAM - 512 MB minimum Swap fie Up to 2.5 times the size of physica memory if required. Note: Refer to the Microsoft documentation for exact figures and additiona information. Spreadsheet add-ins Microsoft Exce XP, 2003, 2007, or 2010 Note: A spreadsheet add-ins are ony supported in 32-bit. Monitors and other peripheras Minimum - SVGA 1024 x 768 resoution Coor Settings 16 bit (High Coor), or preferaby 24 bit (True Coor) Network connection Hyperion Enterprise Reease 6.5.1.1.000 Fie-Based: Use whatever protoco is necessary to support your network fie server. We recommend using a singe protoco. Database connectivity Hyperion Enterprise Reease 6.5.1.1.000 Fie-Based: Not appicabe Paging fie size Configure for the cient operating system as recommended by Microsoft Corporation. Database Orace 10.2.0.3. Orace 11g (Fusion) SQL Server 2005 and 2008 These database are used ony to record event ogs. Essbase E*S 7.1.x to System 9 Runtime Cient 7.1.x to System 9 The disk space requirement for a compete instaation assumes that you insta the components seected by defaut by the setup program. Changing the defaut seections changes the amount of disk space required. For more information on the defaut setup seections, see Performing a Compete Instaation on page 33. The disk space requirement for a workstation instaation refects the tota size of Windows system fies that are copied to your system. 14 Panning the Instaation

Fie Server Requirements (Without Data Server) Tabe 2 ists configuration requirements and recommendations for a Hyperion Enterprise Reease 6.5.1.1.000 fie server. Tabe 2 Fie Server Requirements Component Processor Requirement Pentium II - IV (500 MHz or faster) Memory Minimum - 512 MB Recommended - 1 GB or more Nove Netware Version 4.12, 5.x, or ater Disk space Minimum - 100 MB Typica range: 100 to 500 MB, depending on the size of the appications, incuding system fies System fies: 75 MB, incuding a add-on modues Operating systems Server Operating System 32-bit Windows 2003 Server Service Pack 2 (Standard, Enterprise and Web Edition) Windows 2003 R2 Server Service Pack 2 Windows 2008 Server Service Pack 1 Must provide fie service support to the cient workstation. Server Operation System 64-bit (x64 based Ony) Windows 2003 Server Service Pack 2 x64 Windows 2008 Server Service Pack 1 x64 Windows 2008 R2 Server Dedicated fie server Network communications software Wide area networks Not required. Windows 2003 Server (with Service Pack 2) Windows 2008 Server (with Service Pack 1) Hyperion Enterprise Reease 6.5.1.1.000 is best used in a distributed environment, and thus arge wide area network (WAN) performance decreases. To improve performance, use Citrix Presentation server, Hyperion Enterprise Web Server, or Hyperion Enterprise Reporting - Web Server, which are designed to aow remote access to Hyperion Enterprise Reease 6.5.1.1.000 data. Fie Server Requirements (With Data Server) Tabe 3 ists configuration requirements and recommendations for a Hyperion Enterprise Reease 6.5.1.1.000 fie server that utiizes Hyperion Enterprise Data Server: System Requirements 15

Tabe 3 Fie Server Requirements (with Data Server) Component Processor Memory Operating system Recommended Pentium II - IV (500 MHz or faster, depending on number of users and size of appication) 1 GB minimum (depending on the size of the appication) Server Operating System 32-bit Windows 2003 Server Service Pack 2 (Standard, Enterprise and Web Edition) Windows 2003 R2 Server Service Pack 2 Windows 2008 Server Service Pack 1 Must provide fie service support to the cient workstation. Server Operation System 64-bit (x64 based Ony) Windows 2003 Server Service Pack 2 x64 Windows 2008 Server Service Pack 1 x64 Windows 2008 R2 Server Fie server Network communication software Swap fie Recommended: A dedicated fie server for the Appication Server A dedicated fie server for the Hyperion Enterprise Appication and Data Servers Windows 2003 Server (with Service Pack 2) Windows 2008 Server (with Service Pack 1) Up to 2.5 times the size of the physica memory. Foow Microsoft recommendations if physica memory resources become an issue. Hyperion Enterprise Web Cient There are no specia operating system requirements for the Web cient. Hyperion Enterprise users can oad data, perform consoidations, and work on journas through a Web-based user interface. You can use Web browsers (32-bit) such as: Microsoft Internet Exporer 6.0, 7.0 and 8.0 or Firefox 3.5.x and 3.6.x. We aso support 64-bit Web browsers such as: Microsoft Internet Exporer 7.0 and 8.0. Tabe 4 Web Server Requirements Component Requirements Virtua Machine and User Interface Design Framework Java 1.6.20 or higher is required Hyperion Enterprise Web Server The Hyperion Enterprise administrator buids and maintains the appication on a x86 server. Tabe 5 shows the requirements for Hyperion Enterprise Web Server. 16 Panning the Instaation

Tabe 5 Windows 32-bit based Server Requirements Component Microprocessor Memory Disk space Requirements Pentium III or ater 1 GB minimum (depending on the size of the appication) 500 MB minimum Operating system Windows 2003 Server (with Service Pack 2) with IIS 6.0 Windows 2008 Server with IIS 7.0. Other Java 1.6.20 (32-bit ony) or higher is required pug-in Tabe 6 Web Server Requirements Component Microprocessor Memory Disk space Requirements Pentium III or ater 1 GB minimum (depending on the size of the appication) 500 MB minimum Operating system Windows 2003 Server (with Service Pack 2) with IIS 6.0 Windows 2008 Server with IIS 7.0. Other Java 1.6.20 (32-bit ony) Appication Server Requirements for Hyperion Enterprise These are the requirements for setting up your appication server for server processing. For more information on instaing Windows 2003 Server and instaing and managing TCP/IP services, refer to the Microsoft Windows 2003 Server Instaation Guide. Tabe 7 shows the Hyperion Enterprise appication server requirements. Your paging fie size setting shoud be the Microsoft Corporation recommendation for your operating system. Tabe 7 Appication Server Requirements Component Processor Requirements Minimum - Pentium at 500 MHz (Mutipe processors recommended.) Memory 512 MB minimum 1 GB or more recommended Disk space 500 MB minimum System Requirements 17

Component Operating system Requirements Server Operating System 32-bit Windows 2003 Server Service Pack 2 (Standard, Enterprise and Web Edition) Windows 2003 R2 Server Service Pack 2 Windows 2008 Server Service Pack 1 Must provide fie service support to the cient workstation. Server Operating System 64-bit (x64 based Ony) Windows 2003 Server Service Pack 2 x64 Windows 2008 Server Service Pack 1 x64 Windows 2008 R2 Server Performance tuning See Performance Tuning on page 120 Message Server Requirements for Hyperion Enterprise These are the requirements for setting up your message server for server processing. For more information on instaing Windows 2003 Server and instaing and managing TCP/IP services, refer to the Microsoft Windows 2003 Server Instaation Guide. The Message Server for Hyperion Enterprise is avaiabe in Windows 32-bit Message Server and Web-based Message Server. Tabe 8 shows the Hyperion Enterprise Window 32-bit message server requirements. Your paging fie size setting shoud be the Microsoft Corporation recommendation for your operating system. Tabe 8 Window 32-bit Message Server Requirements Component Processor Requirements Minimum - Pentium at 500 MHz (Mutipe processors recommended.) Memory 512 MB minimum 1 GB or more recommended Disk space 500 MB minimum Operating system Windows 2003 Server (with Service Pack 2) Windows 2008 Server Instaed TCP/IP Tabe 9 shows the Hyperion Enterprise Web based message server requirements. Tabe 9 Web-based Message Server Requirements. Component Processor Requirements Minimum - Pentium at 500 MHz (Mutipe processors recommended.) 18 Panning the Instaation

Component Requirements Memory 512 MB minimum 1 GB or more recommended Disk space 500 MB minimum Operating system Windows 2003 Server (with Service Pack 2) with IIS 6.0 instaed. Any version of IIS above 6.0 wi not insta on the Windows 2003 Server operating system. Windows 2008 Server (with Service Pack 1) with IIS 7.0 instaed. Hyperion Enterprise Smart View Provider Requirements The foowing tabe ists the system requirements for instaing Hyperion Enterprise Orace Hyperion Smart View for Office, Fusion Edition Provider. Tabe 10 System Requirements for Hyperion Enterprise Smart View Provider Component Microprocessor Requirements Pentium III or ater Memory 256 MB minimum 512 MB or more recommended Disk Space 500 MB minimum Operating System Windows 2003 Server (with Service Pack 2) with IIS 6.0 Other ASP.NET 2.0 Windows 2008 Server with IIS 7.0 Prerequisites Compete the foowing tasks before you insta Hyperion Enterprise Reease 6.5.1.1.000: 1. Carefuy review the Hyperion Enterprise Reease 6.5.1.1.000 Readme document. 2. Cose a Windows programs. 3. If you are upgrading from an earier reease, compete the foowing tasks using the earier reease: Back up existing Hyperion Enterprise appications. Extract the appications that you want to run on reease 6.5.1.1.000 from your existing reease of Hyperion Enterprise. If you use a customized oad.per fie, save a copy in another directory and move it back to the program directory after the instaation is compete. 4. If you have Hyperion Enterprise reease 6.4.1.0.000 or earier instaed on your system, you shoud uninsta the previous versions as outined in Chapter 7, Uninstaing Hyperion Prerequisites 19

Enterprise. Hyperion Enterprise reease 6.5.1.1.000 supports upgrade instaation of reease 6.4.1.0.000 or higher. Note: If you have Hyperion Enterprise reease 6.4.1.0.000 or higher instaed on your system, you can skip step 5. 5. Uninsta Hyperion Enterprise Appication Server and Hyperion Enterprise Data Server, if they are instaed: a. To uninsta Hyperion Enterprise Appication Server and Hyperion Appication Data Server, seect Start > Settings > Contro Pane. b. Doube-cick Add or Remove Program. c. Seect Hyperion Enterprise and cick Change/Remove. The Setup Type diaog box is dispayed. d. Seect Modify the Instaation and cick Next. The Seect Component diaog box is dispayed. e. Seect Hyperion Enterprise Appication Server and Hyperion Enterprise Data Server. f. Cick Next to uninsta. 6. If you use Nove Cient 32, set Fie Cache Leve to 0 (zero). 7. If you use a 100 MB Ethernet connection, hard code the speed and dupex settings; do not use the autonegotiate option. However, if you are using Citrix or Termina Servers, then disabe autonegotiate on the Citrix and Termina servers. 8. Make sure that you have Modify access to the foowing directories: Your Windows system directory; for exampe, c:\windows\system Your temporary directory; for exampe, c:\temp Your Hyperion Soutions appications directory; for exampe, c:\program fies \Hyperion Soutions\ Your Hypent Home directory; for exampe c:\hypent_home 9. If you are instaing in a Windows 2003 or Windows 2008 environment, make sure that you have administrator rights. 10. If you have Hyperion Enterprise Reporting instaed, refer to the Hyperion Enterprise Reporting Instaation Guide for compatibiity requirements and make sure that your path incudes the Hyperion Enterprise Reporting directory. 11. If you are instaing Hyperion Enterprise for the first time or converting from Hyperion Enterprise SE Reease 1.8.2, convert your reports and books. To obtain the Hyperion Enterprise Reease 1.8.2 Report Conversion Utiity, contact your oca Cient Support office. This utiity is not incuded in the instaation media for this reease. 12. If you are instaing the Hyperion Enterprise Web Server, verify that you have Microsoft IIS and the required Java pug-in instaed. For more information, see Hyperion Enterprise Web Server on page 23. 20 Panning the Instaation

13. Make sure that a users accessing the same appication map to the same drive and path or use UNC notation. 14. Be aware of the functiona changes between reeases of Hyperion Enterprise. For more information, see the Hyperion Enterprise Readme document. Additiona Prerequisites The foowing topics describe prerequisites for instaing Statutory Consoidation Engine, Setting up Hyperion Enterprise Servers, Setting up Security Rights, Setting up Hyperion Enterprise Web Servers, Instaing and configuring Microsoft IIS, Hyperion Enterprise Appication Server, Hyperion Enterprise Smart View Provider, and isting the Components and their directories. Hyperion Enterprise Appication Server If Hyperion Enterprise Appication Server is instaed on the computer that is seected for update and Windows 2008 is aso instaed, then foow these steps prior to instaing Hyperion Enterprise: Create a Registry Key named Sources of type REG_ MULTI_SZ, under the registry entry: HEKEY_LOCAL_MACHINE\System\CurrentControSet\Services\EventLog \Appication Using Hyperion Enterprise Appication Server on Windows 2008 32 or 64-bit ä To change the Windows registry prior to instaing Enterprise on Windows 2008 32 or 64- bit, perform the foowing steps: 1 From the Start Menu, run Regedit. 2 Find the registry key : HKEY_LOCAL_MACHINE\System\CurrentControSet\Services \EventLog\Appication 3 Right cick on Appication. 4 Seect New > Muti-String Vaue. 5 Name the string "Sources". 6 Confirm the Type vaue is REG_MULTI_SZ. 7 Cose the registry and reboot. Statutory Consoidation Engine You must have Modify rights to a Statutory Consoidation Engine (SCE) directories. Additiona Prerequisites 21

Hyperion Enterprise Servers Before instaing and using Hyperion Enterprise Appication Server, Hyperion Enterprise Data Server, Hyperion Enterprise Web Server, and Hyperion Enterprise Message Server you must verify TCP/IP connectivity and set up security rights. Verifying TCP/IP Connectivity ä To verify TCP/IP connectivity: 1 Make sure that both the server and the cient workstations have TCP/IP instaed and that each computer is uniquey identifiabe by way of a TCP/IP address. 2 If dynamic resoution is not supported, make sure that the IP address of the server is resoved in the hosts fie ocated in the system32\drivers\etc\ subdirectory for Windows 2003. 3 Verify connectivity between the cient workstation and server: a. From a Command Prompt ine on the cient workstation, type the foowing command: ping servername. b. Press Enter. A repy from the server indicates that connectivity has been vaidated. Setting Up Security Rights Before you insta and set up the Hyperion Enterprise Data Server, you must ensure that the Windows 2003, or Windows 2008 user ID that is used to insta and start the service has the proper Windows 2003 or Window 2008 administrator permissions. Rights to take these actions are required: Log on as a service. Log on ocay. Act as part of the operating system. For more detaied information on Windows 2003, or Windows 2008 administrator permissions, refer to the Windows 2003, or Windows 2008 documentation. The Web Virtua Directory, Session Manager, and Task Server a require a system (Windows 2003 or 2008) user ID and password; the same user ID shoud be used for a three. The user must have read/write access to the fie server (where the Hyperion Enterprise appications and executabes are ocated), the Web Server directory, and the fie upoad ocation on the task server. In addition to the required Windows 2003 or Windows 2008 administrator permissions, the user must have administrator permissions to access the network and administrator access to the Hyperion Enterprise appication. ä To set up Windows 2003 or Windows 2008 security rights: 1 From the Windows Start menu: 22 Panning the Instaation

a. In Windows 2003, seect Programs > Administrative Toos > Loca Security Poicy. b. In Windows 2008, seect Contro Pane > Administrative Toos > Loca Security Poicy. 2 Seect Loca Poicies > User Rights Assignment. 3 Cick Log on as a service. 4 Cick Add to assign this right to a user ID or group. 5 Seect the user ID or group, cick Add, then cick OK. 6 Cick Act as part of the operating system and repeat steps 4 and 5. 7 Cick Log on ocay and repeat steps 5 and 6. 8 Cick OK and exit the program. 9 Reboot the computer. Hyperion Enterprise Web Server If you are instaing the Hyperion Enterprise Web Server for Web-based consoidations, data oads, and journas access with Hyperion Enterprise Reease 6.5.1.1.000, you must insta Microsoft IIS on the Hyperion Enterprise Web Server computer first. Pease note that the appication metadata must be oaded before you can use the Web Service. For instructions, see Chapter 4, Instaing Hyperion Enterprise. Instaing and Configuring Microsoft IIS Instaing IIS on Windows 2008 64-bit Operating System ä If you pan to use Hyperion Enterprise Web, then foow these steps prior to instaing Hyperion Enterprise: 1 Insta IIS7.0, incuding the Appication Deveopment options: Seect Start > Administrative Toos > Server Manager > Roes. Right-cick on Roes and seect Add Roes. Seect Web Server (IIS) and cick Next. An introduction to the Web Server page is dispayed. Cick Next to continue. Seect Appication Deveopment, IIS 6 Management Compatibiity options and Management Service in the roe services pane to insta IIS and cick Next. Confirm instaation seections for Web server (IIS) and cick Insta. 2 After instaation, run the foowing command from the either the command or Windows Run prompt verbatim (you may copy this command into notepad and then paste the same into the Command or Run prompt): Additiona Prerequisites 23

%windir%\system32\inetsrv\appcmd set config - section:appicationpoos - appicationpoodefauts.enabe32bitapponwin64:true 3 Perform Hyperion Enterprise compete instaation on Windows 2008 64 bit operating system. ä If Hyperion Enterprise Web is aready instaed on the computer that is seected for update, then foow these steps: 1 Disabe a Data Server enabed appications and then shutdown a processes. 2 Uninsta Hyperion Enterprise and reboot. 3 Uninsta IIS7.0 and reboot. 4 Insta IIS7.0, see the Instaing IIS on Windows 2008 64 bit Operating System 5 After instaation, run the foowing command from the either the command or Windows run prompt verbatim (you may copy this command into notepad and then paste the same into the Command or Run prompt): %windir%\system32\inetsrv\appcmd set config - section:appicationpoos - appicationpoodefauts.enabe32bitapponwin64:true 6 Perform Hyperion Enterprise compete instaation on Windows 2008 64-bit operating system. For information on instaing and configuring Microsoft IIS, see Appendix A, Manua Configuration of Web Environment. Prerequisites for Instaing Hyperion Enterprise Reease 6.5.1.1.000 on Windows 2003 64- bit Operating System Prerequisites: Ensure IIS 6 64-bit is instaed. Note: If Hyperion Enterprise is not instaed on the computer. Pease foow these steps prior to instaing Hyperion Enterprise. ä To insta Hyperion Enterprise Reease 6.5.1.1.000 on Windows Server 2003 64-bit Operating System. 1 Run the foowing command from a command prompt: cscript %SYSTEMDRIVE%\inetpub\adminscripts\adsuti.vbs SET W3SVC/ AppPoos/Enabe32bitAppOnWin64 1 2 Downoad both the 32 bit and 64 bit instas for JRE from the website www.java.com. 3 Insta the 32 bit version of JRE (this must be instaed first). 4 Insta the 64 bit version of JRE (this must be instaed after instaing the 32 bit version). 5 Ensure that the 32 bit version of ASP.NET version 2.0.50727 is set to Aowed in the Web Service Extensions ist in Internet Information Services Manager. 24 Panning the Instaation

6 Insta Hyperion Enterprise 6.5.1.1.000 and Hyperion Enterprise Reporting 6.5.1.1.000. Note: If Hyperion Enterprise is aready instaed on the computer that is seected for update, then foow these steps. ä To upgrade the Hyperion Enterprise Reease 6.5.1.1.000 on Windows 2003 Server 64-bit environment 1 Uninsta both Hyperion Enterprise and Hyperion Enterprise Reporting. 2 Seect Start > Contro Pane > System and then seect the Environment Variabes button on the Advanced tab. 3 Remove references to Hyperion Enterprise in the Path. 4 Reboot the system. 5 Run the foowing command from a command prompt: cscript %SYSTEMDRIVE%\inetpub\adminscripts\adsuti.vbs SET W3SVC/ AppPoos/Enabe32bitAppOnWin64 1 6 Downoad both the 32 bit and 64 bit instas for JRE from the website www.java.com. 7 Insta the 32 bit version of JRE (this must be instaed first). 8 Insta the 64 bit version of JRE (this must be instaed after instaing the 32 bit version). 9 Ensure that the 32 bit version of ASP.NET version 2.0.50727 is set to Aowed in the Web Service Extensions ist in Internet Information Services Manager. 10 Insta Hyperion Enterprise Reease 6.5.1.1.000 and Hyperion Enterprise Reporting Reease 6.5.1.1.000. Hyperion Enterprise Smart View Provider You must perform these prerequisites to insta Hyperion Enterprise Smart View Provider. 1. You must insta Hyperion Enterprise Reease 6.5.1.1.000 with the Hyperion Enterprise Web component before instaing Hyperion Enterprise Smart View provider to work with Smart View. 2. You must have a vaid icense agreement to run Orace Hyperion Smart View for Office, Fusion Edition. Components and Their Directories When you run the setup program, you can insta Hyperion Enterprise Reease 6.5.1.1.000 either in the defaut directory suggested by the setup program or you can specify other directory. Note: The string HE cannot be used as a directory name when instaing Hyperion Enterprise. Additiona Prerequisites 25

Tabe 11 shows ocation where components are instaed: Tabe 11 Location of Components Instaed Components Hyperion Enterprise Reease 6.5.1.1.000 Note: Hyperion Retrieve is automaticay instaed with Hyperion Enterprise Reease 6.5.1.1.000 Hyperion Enterprise Office Provider Hyperion Statutory Consoidation Engine (SCE) Hyperion Enterprise Appication Server Hyperion Enterprise Data Server Hyperion Enterprise Message Server Hyperion Enterprise Web Server Hyperion Enterprise Conversion Utiities Hyperion Aocations Hyperion LedgerLink Hyperion AutoPiot Hyperion SmartView provider Hyperion Enterprise Extraction Utiity Instaation Locations Drive:\program fies\ hyperion soutions\ hyperion enterprise Note: In reeases of Hyperion Enterprise earier than Reease 6.0, the defaut program directory was hypent. This instaation does not overwrite or deete any existing hypent directory. Manuay update your autoexec.bat fie or environment variabe to remove the od reference to the hypent directory from your path statement. Instaation Tasks When instaing Hyperion Enterprise, you may need to perform the foowing tasks: Check the system requirements. For more information, see System Requirements on page 13. Seect one of these instaation methods: Quick Insta, Sient Mode Insta, or a Reguar insta. For more information, see Chapter 3, Quick Insta and Sient Mode Instaation, or Chapter 4, Instaing Hyperion Enterprise. Insta add-ons for Hyperion Enterprise. For more information, see Chapter 5, Additiona Instaation Procedures. Convert your current appication to a newer version of Hyperion Enterprise. For more information, see Chapter 6, Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000. Configure Microsoft IIS to depoy Hyperion Enterprise for the Web environment. For more information, see Appendix A, Manua Configuration of Web Environment. 26 Panning the Instaation

Review avaiabe documentation accompanying this reease. For more information, see Appendix B, Hyperion Enterprise Documentation. Review a ist of program fies instaed in your Windows system directories during instaation. For more information, see Appendix C, Program Fies Inventory. Review descriptions of the products and add-ons avaiabe in this reease. For more information, see Appendix D, Product Inventory. Compatibe Products If you have Hyperion Enterprise Reporting instaed, refer to the Hyperion Enterprise Reporting Instaation Guide for compatibiity requirements. Port Numbers Used by Hyperion Products See Appendix E, Ports Port Numbers Used by Hyperion Products 27

28 Panning the Instaation

3 Quick Insta and Sient Mode Instaation In This Chapter Instaation Methods...29 Performing a Quick Insta...29 Sient Instaation...31 Driver Count Settings...32 This chapter describes the most direct way to perform a Hyperion Enterprise instaation. Instaation Methods Quick Insta and Sient Mode instaation use the defaut seections of the instaation program. Use Quick Insta and Sient Mode ony if the foowing statements is true: You want to insta ony core Hyperion Enterprise and none of its components. You want to insta a fies on a oca or network drive, then run Hyperion Enterprise from that drive. If your situation does not meet these conditions or if you want to insta a different set of products, see Chapter 4, Instaing Hyperion Enterprise for instructions on instaing this reease. Note: When uninstaing an earier reease of Hyperion Enterprise, you must exit Hyperion Enterprise appication, Hyperion Enterprise Data Server, Hyperion Enterprise Web Server, and Hyperion Enterprise Appication Server. Faiure to cose these programs produces a message stating that a component move data error has occurred. Orace's Hyperion recommends that you remove any earier reease of Hyperion Enterprise before upgrading to a new reease. Hyperion Enterprise reease 6.5.1.1.000 supports upgrade Instaations from 6.4.0.0.000 ony. Performing a Quick Insta The Quick Insta procedure does not insta Hyperion Enterprise Data Server, Hyperion Enterprise Appication Server, Hyperion Enterprise Message Server, Web Server, Statutory Consoidation Engine, Hyperion LedgerLink, Aocations, Hyperion AutoPiot, or the Hyperion Enterprise conversion utiities. Instaation Methods 29

Before you use the Quick Insta procedure, refer to Chapter 2, Panning the Instaation. ä To perform a Quick Insta: 1 From the Windows Start menu, run path\insta.exe where path is the path to the Hyperion Enterprise instaation directory. The Seect Insta Language screen is dispayed. 2 In the Seect Insta Language diaog box, seect a anguage, then cick OK. Note: The defaut anguage is set to Engish. The Wecome screen is dispayed. 3 In the Wecome screen, cick Next. The Hyperion Enterprise agreement diaog box is dispayed. 4 Cick Yes to continue. The Hyperion Enterprise Setup diaog box is dispayed. 5 Seect the type of setup that you want to insta and cick Next. The Retrieve Version Seection diaog box is dispayed. 6 Seect the required version of Hyperion retrieve and cick Next. The Choose Destination diaog box is dispayed. 7 Specify the directory in which to insta Hyperion Enterprise: To accept the defaut instaation directory, cick Next. To seect an instaation directory other than the defaut, cick the Browse button and navigate to that directory, then cick Next. The Seect Component diaog box is dispayed. 8 Seect the components that you want to insta and cick Next. The Seect Program Foder diaog box is dispayed. 9 Specify the program foder where Hyperion Enterprise program icons wi be stored: To accept the defaut program foder, cick Next. To store the icons in a program foder other than the defaut, cick the directory name in the Existing Foders ist and then cick Next. 10 Review your current instaation settings, then cick Next. 11 Cick Finish to cose the Hyperion Enterprise instaation. 30 Quick Insta and Sient Mode Instaation

Note: With the instaation of Hyperion Enterprise you can create appications and perform tasks as outined in the Hyperion Enterprise Administrator s Guide and the Hyperion Enterprise User s Guide. However, in order to work with reports you need to insta Hyperion Enterprise Reporting. For more information on instaing Hyperion Enterprise Reporting refer the Hyperion Enterprise Reporting Instaation Guide. Sient Instaation If you want to insta Hyperion Enterprise on mutipe computers using the same instaation options, you can record your instaation settings and then run a sient instaation from the command ine. Sient instaations automate the instaation process so that you can insta Hyperion Enterprise without specifying instaation settings each time. Before you perform a Sient Mode instaation, refer to Chapter 2, Panning the Instaation. Sient Mode instaation creates a og fie, setup.og in the instaation directory, which is where the setup.exe fie is ocated. The og fie contains the resuts of the Sient Mode instaation, incuding any error codes. Performing a Sient Mode Instaation ä To perform a Sient Mode instaation: 1 Copy the instaation fies for the anguage you are instaing either to a oca drive, a different ocation on the same network drive, or a different network drive. 2 From the Windows Start menu, cick Run. 3 Type path\setup.exe -r where path points to the Hyperion Enterprise instaation directory on your network drive. Note: Do not incude spaces in the path. 4 On the Wecome screen, cick Next. 5 On the License Agreement screen, cick Yes to continue. 6 Seect the type of setup that you want to insta, then cick Next. 7 Seect the required version of Hyperion retrieve and cick Next. 8 Specify the directory in which to insta Hyperion Enterprise: To accept the defaut instaation directory, cick Next. To seect an instaation directory other than the defaut, cick the Browse button and navigate to that directory, then cick Next. 9 In the Seect Component diaog box, seect the components you want to insta and cick Next. 10 In the Seect Program Foder diaog box, specify the program foder where Hyperion Enterprise program icons wi be stored: To accept the defaut program foder, cick Next. Sient Instaation 31

To seect a program foder other than the defaut, cick the Browse button and navigate to that program foder, then cick Next. 11 Review your current instaation settings, then cick Next. 12 Cick Finish to cose the Hyperion Enterprise instaation. The instaation process creates a setup.iss fie in your Windows directory. 13 Copy the setup.iss fie to the network directory where the Hyperion Enterprise setup.exe fie is ocated. 14 To insta Hyperion Enterprise on another computer using Sient Mode, run path\setup.exe -s where path points to the Hyperion Enterprise instaation directory on your network drive. The og fie for the main setup, setup.og, is in the directory where the main response fie is ocated. Driver Count Settings If the driver count HPDRVCNT in the hypent.ini fie does not equa the number of HPDRVn ines, an error message might be dispayed. To resove this, you must enter the appropriate additiona HPDRVn ine in the hypent.ini fie, as in the foowing exampes: Fie-based version of Hyperion Enterprise: HPDRV1=HEFie,HEFieUI,Fie-based Appication 32 Quick Insta and Sient Mode Instaation

4 Instaing Hyperion Enterprise In This Chapter Setup Options...33 Performing a Compete Instaation...33 Performing a Workstation Setup Instaation...57 Verifying Your Path...66 Driver Count Setting...66 Setup Options You use the setup program to insta this reease of Hyperion Enterprise. You can seect from three setup options: Compete Setup Instas the products that you seect to a oca or network drive. You then run those products from that drive. Workstation Setup Instas a minima number of fies on a workstation. You then run the instaed products from the network. Therefore, you must perform the Compete Setup option to insta Hyperion Enterprise on a network drive before you can perform the Workstation Setup option. Modify Seectabe Instaation Components Enabes you to customize a copy of the setup program if you want to eiminate one or more product components from subsequent instaations for security reasons. This chapter describes the Compete Setup and Workstation Setup procedures. For information about the Modify Seectabe Instaation Components option, see Creating a Customized Setup Program on page 69. Performing a Compete Instaation During a compete instaation, the Hyperion products that you seect are instaed on a oca or network drive. You can then run those products from that drive. If you are instaing Hyperion Enterprise on a computer that has a server operating system, you can seect options to insta the Appication Server, Data Server, Web Server, and Message Server components. If you do seect those options, the compete instaation process incudes steps for Setup Options 33

setting up those components. The steps for beginning and finishing a compete instaation are the same regardess of the computer s operating system. Beginning a Compete Instaation The beginning steps of a compete instaation of Hyperion Enterprise are the same for a computers, regardess of their operating systems. ä To begin performing a compete instaation of the Hyperion Enterprise software: 1 Take one of these actions: If you downoaded the Hyperion Enterprise software from the Orace E-Deivery site, take one of these steps: m m Navigate to the directory where you downoaded the instaation program, then doube-cick insta.exe. From the Windows Start menu, seect Run, type the foowing command in the Run diaog box, and cick OK: Drive\directory\insta.exe where Drive and directory are the ocation of the Hyperion Enterprise instaer. The Seect Insta Language diaog box is dispayed. 34 Instaing Hyperion Enterprise

2 In the Seect Insta Language, seect a anguage, then cick OK. Note: The defaut anguage is set to Engish. A message is dispayed to say that the setup program is being prepared: When the setup program is ready, its Wecome screen is dispayed: Performing a Compete Instaation 35

3 Cick Next. The License Agreement diaog box is dispayed. 36 Instaing Hyperion Enterprise

4 Read the icense agreement carefuy and seect one of the foowing: To view the previous screen, seect Back. To continue with the instaation, seect Yes. To exit instaation, seect No. If you seected Yes in the License Agreement diaog box, then the Hyperion Enterprise Setup diaog box is dispayed. 5 Seect Compete Setup, then cick Next. The Retrieve Version Seection diaog box opens. Performing a Compete Instaation 37

6 Seect a retrieve version and cick Next. Note: The Retrieve shortcut option diaog box is dispayed ony if Microsoft Exce in instaed on your system. The Choose Destination Location diaog box is dispayed. 38 Instaing Hyperion Enterprise

7 Cick Next. to insta Hyperion Enterprise in the defaut foder. To seect an instaation directory other than the defaut: a. Cick the Browse button. The Choose Foder diaog box is dispayed: b. Seect the directory where you want to insta Hyperion Enterprise. c. Cick OK to return to the Choose Destination Location diaog box. Performing a Compete Instaation 39

d. Cick Next. The Hyperion Enterprise Home Path diaog box is dispayed. User Account Contro in Windows Vista and Windows 2008 Server improves the safety and security of your computer by preventing potentiay insecure software from making changes to your computer without your expicit authority. To support the User Account Contro (UAC) feature, the HYPENT_HOME foder is created during Instaation; this foder contains the Hyperion Enterprise system INI fies: hypent.ini and repeng.ini. The ocation of HYPENT_HOME can be defined during the instaation routine. As a resut of the new security enhancement in Windows Vista and Windows 2008 Server, these two Hyperion Enterprise system INI fies are moved from the WINDOWS system foder to the HYPENT_HOME foder. The <appication>.ini fie is present in the appication foder. Note: To use the User Access Contro feature, during instaation; for specifying ocation of system wide fies, seect either the defaut : <Insta Drive \hypent_home> or specify a custom ocation. Do not seect either the Program Fies foder or the Windows foder. To insta the Hyperion Enterprise Home in the defaut path or if you want to insta the Hyperion Home other than the defaut seected then do these tasks: i. Cick the Browse button: ii. To seect a different instaation path: 40 Instaing Hyperion Enterprise

The Choose Foder diaog box is dispayed: iii. iv. Seect the directory where you want to insta Hyperion Enterprise, or type in a directory name. The foder wi be created. Cick OK v. Cick Next. The Seect Components diaog box is dispayed. The Destination Foder box identifies the instaation directory that you specified: Performing a Compete Instaation 41

Note: If you are instaing Hyperion Enterprise on a computer with a server operating system, the ist of components incudes the Hyperion Enterprise Appication Server, Hyperion Enterprise Data Server, Hyperion Enterprise Message Server, Hyperion Enterprise Web Server components, and Hyperion Enterprise Extraction Utiity. Otherwise, the ist does not incude these options. 8 Specify which Hyperion Soutions products you want to insta: a. Seect the check boxes for a the products and utiities that you want to insta, and cear the check boxes for any products that you do not want to insta. Note: Externa Security Services is a utiity that enabes you to use the Windows domain security instead of core Hyperion Enterprise Security. b. If the Space Required number is greater than the Space Avaiabe number, seect a disk drive that has sufficient space for the instaation: i. Cick the Disk Space button. The Avaiabe Space diaog box is dispayed: ii. iii. From the Drive drop-down ist, seect a disk drive where the space avaiabe equas or exceeds the space required. Cick OK to return to the Seect Components diaog box. c. To insta Hyperion Enterprise in a directory other than the one you seected earier, which you need to do if you have seected a different disk drive: i. Cick the Browse button: The Choose Foder diaog box is dispayed: 42 Instaing Hyperion Enterprise

ii. iii. d. Cick Next. Seect the directory where you want to insta Hyperion Enterprise, or type in a directory name. The foder wi be created. Cick OK to return to the Seect Components diaog box. e. At the background the setup instas the MSXML6 component. The MSXML6 window diaog box is dispayed f. The Seect Program Foder diaog box is dispayed: Performing a Compete Instaation 43

9 Specify the program foder for storing Hyperion Enterprise program icons: To accept the defaut program foder, cick Next. Note: If you seected the option for instaing the Hyperion Enterprise Appication Server, Hyperion Enterprise Data Server, Hyperion Enterprise Message Server, or Hyperion Enterprise Web Server component, see Setting Up Server Components on page 45. To store the icons in a program foder other than the defaut, Enter a name or cick the directory name in the Existing Foders ist and then cick Next. 44 Instaing Hyperion Enterprise

10 Review your instaation settings and take one of the foowing steps: a. If any setting is incorrect, cick Back and return to the diaog box where you can change it. b. If the settings are correct, cick Next. A message is dispayed to te you that the setup program is instaing Hyperion Enterprise: 11 See one of these topics for instructions on continuing with the compete instaation: If you did not seect the option for instaing the Appication Server, Data Server, or Web Server component, see Finishing a Compete Instaation on page 56. If you seected the option for instaing Externa Security Services, see Instaing Common Security Services (CSS) on page 53. Setting Up Server Components If you are instaing Hyperion Enterprise on a computer with a server operating system and you seected an option for instaing the Appication Server, Data Server, Message Server, or Web Performing a Compete Instaation 45

Server component, the compete instaation process incudes steps for setting up Hyperion Enterprise to access one or more of those servers. ä To set up Hyperion Enterprise server components: 1 On a computer with a server operating system, foow the procedure described in Beginning a Compete Instaation on page 34, seecting one or more of these options from the Seect Components diaog box: Enterprise Appication Server Enterprise Data Server Enterprise Web Server Enterprise Message Server The Hyperion Enterprise Server Logon Credentias diaog box opens: 2 In the Name text box, enter the domain name of the server and a vaid user name in this format: computer\username where computer is the name of the computer or domain where the Hyperion Enterprise service account resides. 3 Enter your password in the Password text box, enter it again in the Confirm Password text box, and then cick the Next button. The Appication Server Settings diaog box is dispayed: 46 Instaing Hyperion Enterprise

4 To set up the Hyperion Enterprise Appication Server component, the Hyperion Enterprise Data Server component, or both: a. To assign a port number other than the defaut, change the entry in the Port Number text box. b. If you do not want the Appication server connection to start automaticay, cear the Auto Start check box. c. To change the path in either Database Path or Log Fie text box: i. Cick the Browse button. The Choose Foder diaog box is dispayed: Performing a Compete Instaation 47

ii. Cick the directory that you want to use. iii. Cick OK to return to the Appication Server Settings diaog box. d. Seect Append Current Session or Overwrite Current Session, then cick Next. Note: If the HEServers.xm fie is not present, then the diaog box prompting you to create this fie is dispayed, cick Yes. If you seected the option for instaing the Hyperion Enterprise Web Server component, the Hyperion Enterprise Web Server Setup diaog box is dispayed: 48 Instaing Hyperion Enterprise

5 In the Physica text box, specify a physica directory. To seect a physica directory other than the defaut: a. Cick the Browse button. The Choose Foder diaog box is dispayed: b. Cick the directory that you want to specify. Performing a Compete Instaation 49

c. Cick OK to return to the Hyperion Enterprise Web Server Setup diaog box and cick Next. The Enterprise Messaging Server diaog box opens: In the Enterprise Message server diaog box, do the foowing: In the Enterprise Messaging Server group box, seect Web messaging to support messaging feature for Windows 32 and Web-based appications, seect Windows 32 Messaging to support ony Windows 32 messaging. Under Web Messaging, in the Poing Interva setting, provide the required information in seconds. The defaut vaue for the poing interva is three seconds. To assign a physica directory other than the defaut, cick Browse. Note: IIS must be configured. For more information, see Appendix A, Manua Configuration of Web Environment. If IIS is not instaed, then the Web Messaging option is disabed. The Choose Foder diaog box opens. 50 Instaing Hyperion Enterprise

a. Seect the directory you want to assign. b. Cick OK to return to the Hyperion Enterprise Smart View Provider Setting diaog box. c. In the Anonymous User text box, enter user's name to access server. d. In the Anonymous Password text box, enter the password. e. Cick Next to continue. The Hyperion Enterprise Smart View Provider Setting diaog box opens. Performing a Compete Instaation 51

To set up Smart View Provider: To assign a physica directory other than the defaut, cick Browse. Note: You cannot change the virtua directory. The Choose Foder diaog box opens. 52 Instaing Hyperion Enterprise

a. Seect the directory you want to assign. b. Cick OK to return to the Hyperion Enterprise Smart View Provider Setting diaog box. c. In the Anonymous User text box, enter user's name to access server. d. In the Anonymous Password text box, enter the password. e. Cick Next to continue. The Start Copying Fies diaog box opens. 6 Review your instaation settings and take one of the foowing steps: a. If any setting is incorrect, cick Back and return to the diaog box where you can change it. b. If the settings are correct, cick Next. A message is dispayed to te you that the setup program is instaing Hyperion Enterprise: 7 If you seected the option for instaing Externa Security Services, see Instaing Common Security Services (CSS) on page 53. Note: For more information about extracting Hyperion Enterprise appications to aternate consoidation products, see the Hyperion Enterprise Extraction Utiity Guide. Instaing Common Security Services (CSS) If you are instaing Hyperion Enterprise and you seected an option for instaing the externa security services, the compete instaation process incudes steps for instaing the common security services. ä To set up Hyperion Home directory: 1 Foow the procedure described in Beginning a Compete Instaation on page 34, seect Externa Security Services option from the Seect Components diaog box, if you have not started the instaer. Note: If Hyperion Home directory is detected, then CSS is instaed to that directory. Performing a Compete Instaation 53

2 Seect the defaut directory to insta Hyperion Home or cick Browse to specify another ocation. The Seect a Directory diaog box is dispayed. 3 Seect directory you want to use, then cick Open. 4 Cick Next. The Instaation Status diaog box is dispayed. 54 Instaing Hyperion Enterprise

On successfu instaation, the Summary Information diaog box is dispayed. 5 Cick Finish. Performing a Compete Instaation 55

Finishing a Compete Instaation The steps for finishing a compete instaation are the same for a computers, regardess of their operating systems or the Hyperion Enterprise components you seected when you began the instaation. ä To finish a compete instaation: 1 Foow the procedure described in Beginning a Compete Instaation on page 34. 2 If you seected the option for instaing the Hyperion Enterprise Appication Server, Data Server, Web Server, or Message Server components, foow the procedure described in Setting Up Server Components on page 45. 3 If you seected the option for instaing externa security services, foow the procedure described in Instaing Common Security Services (CSS) on page 53. Note: With the instaation of Hyperion Enterprise you can create appications and perform tasks as outined in the Hyperion Enterprise Administrator s Guide and the Hyperion Enterprise User s Guide. However, in order to work with reports you need to insta Hyperion Enterprise Reporting. For more information on instaing Hyperion Enterprise Reporting refer the Hyperion Enterprise Reporting Instaation Guide. After you perform the preceding steps, the setup program dispays a prompt asking whether you want to restart your computer: 56 Instaing Hyperion Enterprise

4 Seect Yes to restart your computer or No to continue working in another appication, then cick Finish. If you are running an upgrade insta on the computer that has the prior reease of the appication server components, then the upgrade instaation program wi automaticay upgrade the appication server components to this reease. Performing a Workstation Setup Instaation During a workstation instaation, the setup program instas certain program fies ocay on a workstation so that the workstation user can access Hyperion Enterprise programs that are instaed on the network. Review the foowing considerations before you begin a workstation instaation: A Compete Setup instaation must have been performed on a network server before you can perform a workstation instaation. No users shoud be ogged on to the system when you perform a Workstation instaation. ä To perform a workstation instaation of Hyperion Enterprise: 1 Take one of these actions: If you downoaded the Hyperion Enterprise software from the Orace E-Deivery site, compete one of these steps: m m Navigate to the directory where you downoaded the instaation program, then doube-cick insta.exe. From the Windows Start menu, seect Run, type the foowing command in the Run diaog box, and cick OK: Drive\directory\insta.exe where Drive and directory are the ocation of the Hyperion Enterprise instaation program. The Seect Insta Language diaog box is dispayed. Performing a Workstation Setup Instaation 57

2 In the Seect Insta Language diaog box, seect a anguage, then cick OK. The setup program s Wecome screen is dispayed: 58 Instaing Hyperion Enterprise

3 Cick Next. The License Agreement diaog box is dispayed. Performing a Workstation Setup Instaation 59

4 Read the icense agreement carefuy and seect one of the foowing: To view the previous screen, seect Back. To continue with the instaation, seect Yes. To exit instaation, seect No. If you seected Yes in the License Agreement diaog box, then the Hyperion Enterprise Setup diaog box is dispayed. 5 Seect Workstation Setup, and cick Next. Note: The Modify Seectabe Instaation Components option is used to insta components that were not instaed during the initia instaation. The Retrieve Version Seection diaog box opens. 60 Instaing Hyperion Enterprise

6 Seect a retrieve version and cick Next. Note: The Retrieve shortcut option diaog box is dispayed ony if Microsoft Exce in instaed on your system. The Choose Destination Location diaog box is dispayed. Performing a Workstation Setup Instaation 61

7 Using one of the foowing methods, specify the directory on the server that contains the subdirectories where the network s Hyperion Enterprise program fies are ocated, then cick Next: Enter the directory name in the text box. Use the Browse button to navigate to the directory: The Seect Components diaog box is dispayed. The Destination Foder box identifies the network instaation directory that you specified. 62 Instaing Hyperion Enterprise

8 Seect the components that you want to insta and the workstation drive where you want to insta Hyperion Enterprise, then cick Next: a. Seect the check boxes for a the products and utiities that you want to insta, and cear the check boxes for any products that you do not want to insta. Note: Externa Security Services is a utiity that enabes you to use the Windows domain security instead of the core Hyperion Enterprise Security. b. Use the Browse button to seect the workstation drive where you want to insta Hyperion Enterprise. c. If the Space Required number is greater than the Space Avaiabe number, seect a disk drive that has sufficient space for the instaation: Note: The amount of required disk space that is dispayed is the amount for the compete instaation. The actua disk space required for a workstation instaation is ess. i. Cick the Disk Space button. The Avaiabe Space diaog box is dispayed: Performing a Workstation Setup Instaation 63

ii. iii. iv. From the Drive drop-down ist, seect a disk drive where the space avaiabe equas or exceeds the space required. Cick OK to return to the Seect Components diaog box. Seect the directory where you want to insta Hyperion Enterprise, and cick OK to return to the Seect Components diaog box. The Seect Program Foder diaog box is dispayed: 9 Specify the directory where Hyperion Enterprise program icons wi be stored: To accept the defaut directory, cick Next. To store the icons in a directory other than the defaut, cick the directory name in the Existing Foders ist and then cick Next. The Start Copying Fies diaog box is dispayed. 64 Instaing Hyperion Enterprise

10 Review your instaation settings and take one of the foowing steps: 11 Cick Next. If any settings is incorrect, cick Back and return to the diaog box where you can change it. If the settings are correct, cick Next. The setup program dispays a prompt asking whether you want to restart your computer. Performing a Workstation Setup Instaation 65

12 Seect a restarting option, then cick Finish. If you are running an upgrade insta on the computer that has the prior reease of the appication server components, then the upgrade instaation program wi automaticay upgrade the appication server components to this reease. 13 Cick Finish. For information on configuring Hyperion Enterprise Workstation instaation for externa authentication, see chapter Configuring Externa Authentication in the Hyperion Enterprise Administrator s Guide. Verifying Your Path If you did not insta a products to the same directory, the foder containing the Hyperion Enterprise program executabes must be in your path. If you are running a ogon script, you must update it with the main program directory that you seected during instaation. For more information on fie ocations, see Components and Their Directories on page 25. Driver Count Setting If the driver count HPDRVCNT in the hypent.ini fie does not equa the number of HPDRVn ines, an error message might be dispayed. To resove this, you must manuay enter the appropriate additiona HPDRVn ine in the hypent.ini fie. See the foowing exampes: Fie-based version of Hyperion Enterprise: 66 Instaing Hyperion Enterprise

HPDRV1=HEFie,HEFieUI,Fie-based Appication Driver Count Setting 67

68 Instaing Hyperion Enterprise

5 Additiona Instaation Procedures In This Chapter Setting Up Hyperion Retrieve...69 Creating a Customized Setup Program...69 Instaing Hyperion Enterprise Using the Customized Setup Program...71 Configuring Hyperion Enterprise Web Server...71 Disabing Access to Hyperion Enterprise Web Appications...73 About Hyperion Home...74 Setting Up Hyperion Retrieve Hyperion Retrieve is a spreadsheet add-in that must be used with either Microsoft Exce 2003, 2007, or 2010. You must insta one of these products before you can buid a spreadsheet. Hyperion Retrieve is automaticay instaed when you insta Hyperion Enterprise. Setting Up Hyperion Retrieve for Microsoft Exce If you use Microsoft Exce, you can create an icon that oads one or more add-ins and that can oad Microsoft Exce, depending on what you enter in the command ine of the icon. You can aso use the Manage Add-ins feature to oad a fixed set of add-ins any time that Exce is aunched. Setting up Hyperion Retrieve invoves the foowing tasks: Creating the HPPAPP.DAT Fie for Hyperion Retrieve Creating an icon for oading Hyperion Retrieve Loading the Hyperion Retrieve Add-in for Microsoft Exce For more information on Hyperion Retrieve, see the Hyperion Retrieve chapter of the Hyperion Enterprise User s Guide. Creating a Customized Setup Program You can customize the Hyperion Enterprise setup program to prevent users who perform subsequent instaations from instaing specified components. Setting Up Hyperion Retrieve 69

When you customize the setup program, you retain the origina program and distribute the customized version. ä To customize the Hyperion Enterprise setup program: 1 If you are instaing from a network drive, copy the directory for the anguage you are instaing to a oca drive, a different ocation on the same network drive, or a different network drive. 2 From the anguage directory you copied in step 1, run the Setup.exe fie. The Hyperion Enterprise Setup diaog box is dispayed. 3 Seect Modify the Instaation, then cick Next. The Seect Components diaog box opens. 4 In the Modify the Instaation diaog box, seect the components to be incuded in the customized setup program and cear the check boxes for any components that you do not want to incude in it, then cick Next. Note: Seecting the Aow Further Modification of Components option enabes users of the customized setup program to make their own changes to the ist of avaiabe components. 5 Cick Finish to exit the setup program. 70 Additiona Instaation Procedures

Instaing Hyperion Enterprise Using the Customized Setup Program After you have created a customized Setup Program, see Creating a Customized Setup Program on page 69. You can insta Hyperion Enterprise with the components you seected whie creating a customized setup program. Ony the components that you seected whie creating a customized setup program wi be avaiabe for instaation. ä To insta Hyperion Enterprise using the customized setup program: 1 Browse to the anguage directory that you customized and cick Setup.exe. Insta Hyperion Enterprise by providing information as requested by the instaer. 2 Cick Finish to exit the setup program. Configuring Hyperion Enterprise Web Server Hyperion Enterprise Web Server contains the foowing components: Task Server Used to off-oad arge processes reating to the Web-based appications. Task server enabes instaation on mutipe servers to share the tasks that are submitted through the Web. Session Manager Tracks the foowing Hyperion Enterprise Web appication information: m m m Users ogged on Tasks that are currenty running POVs and status. Web Appication Used to set up or enabe a Hyperion Enterprise appication for the Web. Prerequisites Before you configure Hyperion Enterprise Web Appication, do the foowing: 1. Refer to Chapter 2, Panning the Instaation. 2. In addition to competing the tasks outined in the Panning the Instaation chapter, do the foowing: a. Hyperion Enterprise has to be instaed on a computer with a server operating system. For more information, see Chapter 4, Instaing Hyperion Enterprise. b. The appications must be registered in Hyperion Enterprise. For more information, see the Hyperion Enterprise Administrator s Guide. c. IIS must be configured. For more information, see Appendix A, Manua Configuration of Web Environment. Instaing Hyperion Enterprise Using the Customized Setup Program 71

Configuring the Hyperion Enterprise Web Appication Configure the Hyperion Enterprise Web appication to aow user access to appications in Hyperion Enterprise from mutipe ocations using a Web-based environment. Users with access to configured Hyperion Enterprise appications can work with consoidations, data oads, and journas on the Web. ä To configure Hyperion Enterprise Web appications, do the foowing: 1 Open a Web browser window and enter the foowing information in the Address text box: http://<web Server>/<Virtua Directory>/Defaut.aspx, for exampe: http://myserver/heweb/defaut.aspx The Logon page is dispayed. 2 In the goba seection frame seect Tasks > Administration. The tasks you can perform in the Administration modue are dispayed in the oca seection frame. 3 In the oca seection frame seect Appication Setup. The Web Appication Setup page is dispayed. Note: You can compete the foowing steps for a the appications that you want to Webenabe and submit the competed information. 4 Seect an appication to be configured for the Web from the Appication drop-down ist, then seect Web Enabed. 5 In the User ID and Password text boxes, enter the Hyperion Enterprise administrative user ID and password. 6 You must specify the server name where the Task Server and Session Manager are instaed. 7 Type Server name or IP address for Session Manager and Task Servers. 72 Additiona Instaation Procedures

8 Specify the directory on the Web or Task server where the fies shoud be upoaded for data oads in the Fie Upoad Location text box. 9 Optiona: If Hyperion Enterprise Reporting is instaed, then type Server name or IP address for Hyperion Enterprise Reporting Web Server. 10 Type Server name or IP address for Web Appication controer. 11 Enter the number of connections in the Number of Connections text box. By defaut Hyperion Enterprise Web appication supports 12 connections. 12 From the Seect Language drop-down ist, seect the anguage you want to depoy the appication with. 13 Cick Submit. The Web Administration Resuts page containing information on status of appication oad is dispayed. 14 Cick Logon to Enterprise. 15 For subsequent ogon enter the foowing URL in the Web browser: http://<web Server>/<Virtuadirectory>/defaut.aspx, for exampe: http:// myserver/heweb/defaut.aspx Disabing Access to Hyperion Enterprise Web Appications Compete the foowing procedure in Hyperion Enterprise Web to prevent users from accessing specific Web appications. ä To disabe access without restarting the Web Server: 1 Make sure a Web users are ogged off from the Hyperion Enterprise Web appication. Tip: To ensure a users are ogged off, see the Active Web User List page. From the Appication Web modue, seect Hyperion EnterpriseTasks>Logging to View Active Web Users. 2 Open a Web browser window and enter the foowing information in the Address text box: http://<web Server>/<Virtua Directory>/Defaut.aspx, for exampe: http://myserver/heweb/defaut.aspx The Web Appication Setup page is dispayed. 3 In the Web Appication Setup page, from the Appication drop down ist, seect the appication that you want to disabe. 4 Deseect the Web Enabed option. 5 Enter your user name and password. 6 Cick Submit. Disabing Access to Hyperion Enterprise Web Appications 73

About Hyperion Home When mutipe Hyperion products are instaed on the same computer, common interna and third-party components used by the products are instaed to a centra ocation, caed Hyperion Home. The Hyperion Home ocation is defined in the system environment variabe caed HYPERION_HOME. The Hyperion Enterprise instaer prompts you to define the ocation for Hyperion Home. The defaut ocation is C:\Hyperion. The instaer searches for the HYPERION_HOME environment variabe on the computer to which you are instaing. If the ocation has been previousy defined for another Hyperion product, the instaation uses that ocation and the Hyperion Home ocation cannot be changed through the instaer. If this is the first Hyperion instaation on the computer, and you have not aready specified the ocation for Hyperion Home, you can specify the ocation during instaation. Prior to instaing Enterprise, you must have Modify rights to the directory HYPERION_HOME Changing the Hyperion Home Location After Hyperion Home has been defined through any product instaation, you must run two separate migration utiities to change the Hyperion Home ocation. The first utiity moves the fies instaed in Hyperion Home to the new ocation, and the second utiity fixes a interna references to the od Hyperion Home ocation. Both utiities are provided with the Hyperion Enterprise instaation. ä To change the Hyperion Home ocation: 1 Launch the first utiity by executing the foowing fie from the current Hyperion Home ocation: Windows: HYPERION_HOME/common/utiities/HyperionHomeToo/1.0.0/bin/ run.exe The migration utiity is aunched. 2 Step through the screens, and when prompted, enter the new Hyperion Home ocation or cick Browse to navigate to the desired ocation. The migration utiity copies the entire Hyperion Home directory to the new ocation and repaces the vaue of the current HYPERION_HOME environment variabe. 74 Additiona Instaation Procedures

6 Converting Your Appication to Hyperion Enterprise Reease 6.5. 1.1.000 In This Chapter Feature Comparison with Hyperion Enterprise SE Reease 4.x...75 Compatibiity of Earier Hyperion Enterprise SE and Hyperion Enterprise 6.5.1.1.000 Reeases...79 Requirements Comparison with Hyperion Enterprise SE...83 Hyperion Enterprise Conversion Utiities...86 Converting Appications...87 Instaing the Conversion Utiities...88 Appication Conversion 4.7 Through 6.4.0.0.000 to 6.5.1.1.000 Conversion Utiity...88 Appication Conversion SE to Hyperion Enterprise 6.5.1.1.000 Conversion Utiity...94 Converting Hyperion Enterprise SE Appications to Hyperion Enterprise Reease 6.5.1.1.000...97 Postconversion Tasks and Considerations...102 System Extract and Logic Conversion Utiities...104 Converting Logic Fies...106 Resetting Your Dynamic Account List Criteria...108 Setting Your Point of View in Hyperion Enterprise...108 This chapter provides a the information you need to convert appications from an earier reease of Hyperion Enterprise to Hyperion Enterprise Reease 6.5.1.1.000. It discusses the differences between Hyperion Enterprise Reease 6.5.1.1.000 and Hyperion Enterprise SE Reease 4.x, and it describes software impementation prerequisites and considerations. It aso describes each conversion utiity in detai. Pease read through this chapter carefuy before converting your appication to Hyperion Enterprise Reease 6.5.1.1.000. Feature Comparison with Hyperion Enterprise SE Reease 4.x Hyperion Enterprise Reease 6.5.1.1.000 is more fexibe than Hyperion Enterprise SE when transating data to Euros or storing historica data in origina input currency and Euros. Hyperion Enterprise Reease 6.5.1.1.000 can hande arger appications and report in mutipe currencies, and it has many other additiona functions that make converting your appication Feature Comparison with Hyperion Enterprise SE Reease 4.x 75

and storing additiona data easier. Tabe 12 ists major differences between Hyperion Enterprise SE and Hyperion Enterprise Reease 6.5.1.1.000. Tabe 12 Feature Comparison with Hyperion Enterprise SE Modue Feature Hyperion Enterprise SE Reease 4.4 Hyperion Enterprise Reease 6.5.1.1.000 Accounts Maximum number of accounts 16,000 up to 8,000,000 1 Accounts Maximum account description ength 20 per eve 40 per eve Accounts Intercompany tabe supported at second eve No Yes Accounts Sub-account attribute definition supported No Yes Accounts Dynamic defaut intercompany tabe feature No Yes Accounts Contro first eve sub-account tabe attachment ony supported No Yes Accounts Intercompany appied to a substructure No Yes Accounts Support for shared sub-account signatures No Yes AutoPiot 2 16-bit version avaiabe Yes No AutoPiot 32-bit version avaiabe Yes Yes AutoPiot Pause option avaiabe No Yes Categories Maximum number of categories 32,000 no imit Categories Monthy roovers supported No Yes Consoidation Support of consoidation of entities with data ony No Yes Consoidation Statutory Consoidation Engine (SCE) incuded No Yes Consoidation Can perform server-based consoidations No Yes Consoidation Can cance the consoidation process No Yes 3 Database Option to extract derived data avaiabe 4 Yes Yes Database Suppress no data option during extract avaiabe 5 Yes Yes Database Mathematica cacuations supported during oad No Yes Database Extract DSM information supported No Yes Database Option to ock data using server-based processing. No Yes Database Mathematica cacuations supported during extract No Yes Intercompany Processing User-defined intercompany ogic supported No Yes 76 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

Modue Feature Hyperion Enterprise SE Reease 4.4 Hyperion Enterprise Reease 6.5.1.1.000 Intercompany Processing Customized intercompany matching report avaiabe No Yes Journas Contro for future period posting behavior supported No Yes Journas Criteria for reporting seection avaiabe No Yes Journas Auto-numbering option avaiabe (You must seect this option when setting up.) No Yes 6 Journas Abiity to post periodic in YTD category No Yes Journas Abiity to perform server based extract and oad journas No Yes Journas Abiity to access journa detai in Hyperion Retrieve No Yes Journas Support for parent eve adjustments (you must choose this option when setting up) No Yes Journas Abiity to force baancing in entity before posting No Yes Logic Recacuation of dynamic view accounts based on view and frequency No Yes Logic Additiona ogic functions N/A Yes Logic Compied ogic indicator by method No Yes Logic Support for graphica ogic No Yes Names/Entities Maximum number of organizations no imit no imit Names/Entities Maximum number of names/entities 16,000 No imit 7 Names/Entities Maximum number of dependents per parent no imit up to 8,000,000 Names/Entities Maximum entity abe ength 8 characters per eve 20 per eve Names/Entities Maximum entity description ength 8 characters per eve 40 per eve Names/Entities Abiity to define organizations by period and category No Yes Names/Entities Abiity to assign transation methods by period No Yes Names/Entities Abiity to assign consoidation methods by period No Yes Names/Entities Abiity to track percent ownership, percent contro, and percent consoidated No Yes Names/Entities Storage of shared information between entities No Yes Names/Entities Support for user-defined intercompany eiminations No Yes Names/Entities Support for entity codes by period No Yes Feature Comparison with Hyperion Enterprise SE Reease 4.x 77

Modue Feature Hyperion Enterprise SE Reease 4.4 Hyperion Enterprise Reease 6.5.1.1.000 Names/Entities Support for fat or staged ownership cacuations No Yes Other Desktop Yes No 8 Other Orace database storage support No Yes Other Support for server-based processes No Yes Schedues Schedues vaidation ogic (32-bit support ony) Yes Yes Security Rights assignabe to entities Modify, View, None Modify, View, None, Limited Security Rights assignabe to categories Modify, View, None Modify, View, None, Limited Security Rights assignabe to accounts and subaccounts N/A Modify, View, None, Limited Security Security assignabe by menu option and modue No Yes Security Security assignabe by user groups No Yes Security Security assignabe by eement Yes Yes Security Abiity to view users ogged on to the appication Yes Yes Security Abiity to extract and oad security definitions No Yes Security Abiity to extract user ID and password information and reoad No Yes Security Abiity to ock users out of the appication Yes Yes 1 Hyperion recommends that the number of accounts not exceed 7.8 miion. Athough it is possibe to have that many accounts, cients must have sufficient resources, such as a vast amount of RAM and disk space. Aso, the performance of such a arge appication cannot be predicted accuratey. 2 Hyperion AutoPiot for Hyperion Enterprise SE Reease 4.3 and Hyperion AutoPiot for Hyperion Enterprise Reease 6.5.1.1.000 are different products. 3 Consoidation stops at the ast consoidated node. 4 Hyperion Enterprise SE derives data for future periods when fow accounts are popuated. With Hyperion Enterprise Reease 6.5.1.1.000, the derived data can be incuded in a data extract. 5 Separate contro is provided to suppress accounts with no data versus accounts with rea zeros. This decreases the size of the data stored and aows for more efficient consoidations. This is an optiona setting 6 You can reset numbers by period. 7 For appications that are very deep for exampe, when severa ayers are attached to a singe parent performance may decrease after 140, 000 entities. The average appication has between 10,000 and 20,000 entities. Entity maintenance performance was improved consideraby in Hyperion Enterprise Reease 6.5.1.1.000, aowing a arger number of entities to be supported. 8 A custom function wi be avaiabe from CTS. 78 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

Compatibiity of Earier Hyperion Enterprise SE and Hyperion Enterprise 6.5.1.1.000 Reeases There are seven major features that differ between Hyperion Enterprise SE and Hyperion Enterprise Reease 6.5.1.1.000: How intercompany eiminations are performed when substructures are used How the system equates accounts when writing formuas How the system cacuates formuas How intercompany transactions are entered How acquired and disposed dates are tracked Universa naming convention System oad behavior Performing Eiminations When Substructures are Used In Hyperion Enterprise SE, the system creates an intercompany subaccount for each subentity attached to an intercompany entity. The system eiminated this data at a eve above the substructure whie the vaue in the intercompany entity is consoidated up through the organization. In Hyperion Enterprise Reease 6.5.1.1.000, the system does not create an intercompany subaccount for subentities that are attached to intercompany entities. The reason is that intercompany subaccounts are permitted as second-eve subaccounts and an additiona eve woud require that the system hande three eves of subaccounts. The system performs intercompany eiminations for the intercompany entity as a whoe, not by sub-entity detai. If you convert an appication that uses intercompany sub-entity accounts from an earier reease of Hyperion Enterprise SE, these intercompany subaccounts are not created for the subentities. A intercompany data is retained at the intercompany entity subaccount eve ony. Therefore, before you convert an appication that has intercompany subnames, you must compete the foowing tasks in the origina appication: 1. Create an intercompany name for each intercompany sub-name. 2. Extract the data from the origina intercompany subaccounts. 3. Load the data into the new intercompany subaccounts that you just created. 4. Remove the intercompany sub-names. Note: Before you change any settings in your origina appication to faciitate the conversion process, you shoud back up your appication and its data. Compatibiity of Earier Hyperion Enterprise SE and Hyperion Enterprise 6.5.1.1.000 Reeases 79

Assigning Formuas to Subaccounts by Equating Major Accounts In Hyperion Enterprise SE, you can assign the formuas created for one set of subaccounts to another set of subaccounts by equating the second major account to the first major account. For exampe, if you define formuas for subaccounts for ACCOUNT1 that you want to aso use for the ACCOUNT2 subaccounts, you can use this formua: #ACCOUNT2=#ACCOUNT1 In appications buit with Hyperion Enterprise SE, you can do this even if the sub-account tabes attached to the major accounts are different. For this to work correcty, the signature order of these subaccounts can never change. However, when you add or deete accounts, the signature order of the chart of accounts might change, which can produce unpredictabe and incorrect resuts. In Hyperion Enterprise Reease 6.5.1.1.000, you can define your appication to use a unique signature for subaccounts that have the same ID. If you use unique sub-account signatures, assigning formuas by equating major accounts does not work. If you equate major accounts, the system dispays a warning when you check formuas and does not create formuas for the destination subaccounts. However, if you use shared sub-account signatures, the system creates formuas for the destination subaccounts that have the same ID as the source subaccounts. This occurs even if the IDs of the sub-account tabes attached to the two major accounts are different. If you want to use unique signatures in a Hyperion Enterprise Reease 6.5.1.1.000 appication, you must write formuas for each sub-account that you want to create. Cacuating Formuas In Hyperion Enterprise SE, the system cacuates a range totaing functions (incuding TOT, DTO, DSU, SUB) that are defined in chart ogic (caed chart methods in Hyperion Enterprise) using the category-to-date vaues for a accounts, regardess of the data view for the category. A other formua functions cacuate according to the defaut view of the data category. In Hyperion Enterprise Reease 6.5.1.1.000, the system cacuates a formuas defined in chart methods using the data view of the category. This can produce different resuts than in earier reeases if the appication contains periodic categories. The behavior was changed so that chart method formuas are cacuated more consistenty with the category data view definition. Entering Intercompany Transactions In Hyperion Enterprise SE, the system does not aow input into an intercompany entity s own intercompany sub-account. In Hyperion Enterprise Reease 6.5.1.1.000, you can enter data into the intercompany entity s own intercompany sub-account. The system eiminates this baance as it woud any other intercompany baance. 80 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

Tracking Acquired and Disposed Dates In Hyperion Enterprise SE, you can specify dates for the acquisition and disposa of a name in an organization. In Hyperion Enterprise Reease 6.5.1.1.000, you can seect the Vary Organization by Category and Period appication setting to track changes in your organization over time. If any name in your origina appication uses acquired and disposed dates in the organization structure, you must seect the Vary Organization By Category and Period appication setting when you convert the appication to create the period-specific organization according to the acquired and disposed dates. For more information, see the Hyperion Enterprise Administrator s Guide. Caution! If you do not seect the Vary Organization by Category and Period setting when the appication is converted, a acquired and disposed date information is ost. Universa Naming Convention Hyperion Enterprise Reease 6.5.1.1.000 stores fie names internay in Universa Naming Convention (UNC) format so that users can seect their own drive mappings. Supporting UNC paths aows an appication to work seamessy in a network environment. UNC paths aow ogica connections to network devices without the need to specificay reference a network drive etter. The system can ocate the network server and path with the UNC name even over a modem connection. The UNC describes network servers and share points on those servers. UNC names start with two backsashes (\\) foowed by the server name. A other fieds in the name are separated by a singe backsash. For exampe, \\USER1\C:\fiename.dat refers to the fiename.dat fie on the C drive on the USER1 computer. UNC is used in the Hyperion Enterprise Add Appication diaog box and in Load and Extract diaog boxes such as Load and Extract Appications, Load and Extract Journas, Load and Extract Formuas, Load and Extract Security, Load and Extract Shares, and Load and Extract Data. You can enter fie ocations in either UNC format or mapped drive notation. The system converts the mapped drive notation to UNC format. However, if you are creating an appication on your oca computer that you want other workstations to access, you must enter the UNC path, or specify a shared directory, rather than a drive-mapped path, as a path for the new appication. System Load Fie Behavior You shoud be aware of the differences in oading data and metadata between Hyperion Enterprise SE and Hyperion Enterprise Reease 6.5.1.1.000. You can see the difference by comparing Tabe 13 and Tabe 14. Tabe 13 ists the system oad fie behavior for each tabe in Hyperion Enterprise SE. Tabe 13 Section Hyperion Enterprise SE System Load Behaviors Behavior [ACCTLIST] Lists append, ine items in a fixed ist append. Compatibiity of Earier Hyperion Enterprise SE and Hyperion Enterprise 6.5.1.1.000 Reeases 81

Section [ACONV] [BOOK] [CATEGORY] [CURRENCY] [FORMAT] [GROUP] [INTCACCT] [LOGIC] [NAME] [NAMELIST] [NCONV] [ORGANIZATION] [OWNERSHIP] [ROLLOVER] [SCHEDULE] [SET] [SUBACCT] [SUBNAME] [SUBOWN] [SUBSTRUCTURE] Behavior Tabes append, ine items overwrite. Overwrite. Overwrite. Overwrite. Overwrite. Groups append, accounts in a group overwrite. Overwrite. Append. Overwrite. Lists append, ine items in a fixed ist append. Tabes append, ine items overwrite. Append. Overwrite. Overwrite. Overwrite. Sets append, ine items (reports) overwrite. Tabes append, ine items overwrite. Overwrite. Overwrite. Append. Tabe 14 ists the system oad behavior for each tabe in Hyperion Enterprise Reease 6.5.1.1.000. Tabe 14 Section Hyperion Enterprise Reease 6.5.1.1.000 System Load Behaviors Behavior [ACCTLIST] [ACONV] [APPLICATION] [BOOKSET] [CATEGORY] Lists append, ine items in a fixed ist append. Tabes append, ine items overwrite. Overwrite. Sets append, ine items (books) overwrite. Overwrite. 82 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

Section [CODES] [CONSOLASSIGN] [CURRENCY] [ECONV] [ENTITY] [ENTITYCODE] [ENTITYLIST] [FORMAT] [FORMULAS] [GROUP] [ICDEPEND] [INTCACCT] [ORGANIZATION] [OWNERSHIP] [REPORTSET] [ROLLSET] [SCHEDULE] [SUBACCT] [SUBENTITY] [SUBOWN] [SUBSTRUCTURE] [SUBTABLE] Behavior Overwrite. Overwrite. Overwrite. Tabes append, ine items overwrite. Overwrite. Overwrite. Lists append, ine items in a fixed ist append. Overwrite. Overwrite. Groups append, accounts in a group overwrite. Overwrite. Tabes append, ine items overwrite. Overwrite. Overwrite. Sets append, ine items (reports) overwrite. Tabes append, ine items overwrite. Overwrite. Overwrite. Overwrite. Overwrite. Overwrite. Appends. Requirements Comparison with Hyperion Enterprise SE The requirements for Hyperion Enterprise SE and Hyperion Enterprise Reease 6.5.1.1.000 differ significanty. Requirements Comparison with Hyperion Enterprise SE 83

Hyperion Enterprise SE Architecture Hyperion Enterprise SE is avaiabe in a 16-bit and 32-bit architecture with a proprietary fiebased data format. A add-ons are avaiabe in a 32-bit version of Hyperion Enterprise SE Reease 4.4. Hyperion Enterprise Reease 6.5.1.1.000 Architecture Hyperion Enterprise Reease 6.5.1.1.000 is avaiabe in a 32-bit architecture with the foowing options: Hyperion Enterprise Reease 6.5.1.1.000 Base 32-bit architecture, proprietary fie-based data format, with or without an Appication Server, Data Server, Message Server, and Web Server Hyperion Enterprise Reease 6.5.1.1.000 Appication Server A configuration option that aows certain processes to be run on an Appication Server Hyperion Enterprise Reease 6.5.1.1.000 Data Server A configuration option that improves performance in your fie-based appication Hyperion Enterprise Web Server A configuration options that aows you to Web enabe your fie-based appications Hyperion Enterprise Message Server A configuration option that aows you to send messages to Hyperion Enterprise appication users Tabe 15 ists the requirements for Hyperion Enterprise SE and Hyperion Enterprise Reease 6.5.1.1.000. Tabe 15 Requirements Hyperion Enterprise SE Hyperion Enterprise Reease 6.5.1.1.000 Cient Workstation Processor Minimum - 486 33 MHz Recommended - 486 66 MHz or faster Minimum - Pentium 133 Recommended - Pentium 200 or faster Memory Minimum - 16 MB Recommended - 32 MB Disk space 1 MB if system fies and appication data reside on a fie server (recommended) 15-35 MB, pus space for appication data as needed, if system and data fies reside ocay Minimum - 256 MB Recommended - 512 MB or greater, particuary for system administration 10 MB if system fies and appication data reside on a fie server (recommended) 75 MB, pus space for appication data as needed, if system and data fies reside ocay 84 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

Hyperion Enterprise SE Hyperion Enterprise Reease 6.5.1.1.000 Operating system Windows 3.1x Windows 95 Windows 2003 Server (with Service Pack 2) Windows XP Professiona (with Service Pack 2) Windows 2008 Server Windows Vista Monitors and other peripheras Minimum - VGA Recommended - SVGA 600x800 Minimum - SVGA 1024 x 768 resoution Network transport protoco Any protoco that supports your network fie server Hyperion Enterprise Reease 6.5.1.1.000 Base: Any protoco that supports the network fie server. Hyperion recommends a singe protoco. Hyperion Enterprise Reease 6.5.1.1.000 Server: TCP/IP Database connectivity Not appicabe Hyperion Enterprise Reease 6.5.1.1.000 Base: Not Appicabe Fie Server Dedicated Not required Not required Processor Operating systems A processor that provides fie service support to the cient workstation A network operating system that provides fie service support to the cient workstation Pentium II - IV (500 MHz or faster) Windows 2003 Server (with Service Pack 2) Windows 2008 Server Nove Netware 4.12 and 5.x or ater Must provide fie service support to the cient workstation. Network communications software Memory Minimum - 32 MB Recommended - 64 MB Disk space Typica Range: 100 MB to 500 MB, depending on the size of the appications, incuding system fies Database System Fies: 15 MB to 35 MB, depending upon add-in modues instaed Windows 2003 Termina Server Windows 2008 Server or Advanced Server (Service Pack 4) Windows 2008 Termina Server Nove Netware 4.12 or 5.x or ater Minimum - 256 MB Recommended - 512 MB Minimum - 100 MB Recommended - 100 to 500 MB, depending on the size of the appications, incuding system fies System fies - 75 MB, incuding a add-on modues Databases supported Purpose-buit Base - Purpose-buit Processor A processor that provides fie service support to the cient workstation Base - Same processor as for fie server Requirements Comparison with Hyperion Enterprise SE 85

Hyperion Enterprise SE Hyperion Enterprise Reease 6.5.1.1.000 Operating system A network operating system that provides fie service support to the cient workstation Base - Same operating system as for fie server Memory 32 MB minimum 64 MB recommended Disk space Typica range: 100 MB to 500 MB, depending on the size of the appications, incuding system fies System fies: 15 MB to 35 MB, depending upon add-in modues instaed Base - Same memory as for fie server 100 MB Minimum Typica range: 100 MB to 1000 MB, depending on the size of the appications, incuding system fies. Refer to the guideines set by your fie server vendor System fies: 75 MB, incuding a add-in modues Network transport protoco Any protoco necessary to support your network fie server Base - Whatever protoco is necessary to support your network fie server Database vendor connectivity software Performance tuning requirements Not appicabe Base: Not appicabe Not appicabe Base Not appicabe Appication server Not appicabe Optiona (XA Server) Processor Not appicabe Pentium processor minimum 200 MHz recommended Operating system Not appicabe TCP/IP Memory Not appicabe 128 MB minimum 256+ MB recommended Disk space Not appicabe 500 MB minimum 1 1 A arger amount of disk space is recommended. For optimum performance, Hyperion recommends putting your appications on mutipe drives and disk contros. Hyperion Enterprise Conversion Utiities Hyperion Enterprise Reease 6.5.1.1.000 incudes utiities that convert appications created in earier reeases for use in Hyperion Enterprise Reease 6.5.1.1.000. Hyperion Enterprise Reease 6.5.1.1.000 incudes the foowing conversion utiities: Appication Conversion SE to 6.5.1.1.000 Conversion Utiity, which converts an appication created in Hyperion Enterprise SE to Hyperion Enterprise Reease 6.5.1.1.000. Appication Conversion 4.7 through 6.4.0.0.000 to 6.5.1.1.000 Conversion Utiity, which converts an appication created in Hyperion Enterprise XA 4.7 through 6.2.2 to Hyperion Enterprise Reease 6.5.1.1.000. System Extract from SE to 6.5.1.1.000 Conversion Utiity, which converts Hyperion Enterprise SE system extracts for use in Hyperion Enterprise Reease 6.5.1.1.000. 86 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

Logic Conversion from SE to 6.5.1.1.000 Conversion Utiity, which converts Hyperion Enterprise SE ogic fies for use in Hyperion Enterprise Reease 6.5.1.1.000. Note: You need to rebuid Hyperion Enterprise 4.6x appications or convert them to Hyperion Enterprise XA 4.7, 5.0, 5.1, 5.5, 6.0, 6.1.1, or 6.2.2 appications and then convert the appications to Hyperion Enterprise Reease 6.5.1.1.000. Converting Appications Note: To convert an appication, you first need to try to add it to the hypent.ini fie. If you do not do this, you cannot reference it in the conversion utiity. Appication Conversion 4.7 Through 6.4.0.0.000 to 6.5.1.1.000 Conversion Utiity Use the Appication Conversion 4.7 through 6.4.0.0.000 to 6.5.1.1.000 Conversion Utiity ony if you want to convert an appication created in Hyperion Enterprise Reease 4.7 through Reease 6.4.0.0.000 to Hyperion Enterprise Reease 6.5.1.1.000. Appication Conversion from SE to 6.5.1.1.000 Conversion Utiity Deciding which conversion too to use depends on what you want to accompish after converting. For exampe, you shoud use one conversion too if you want to convert your appication ony and not reorganize your appication to make use of the new Hyperion Enterprise Reease 6.5.1.1.000 features. A different conversion too and a fu or partia redesign of your od appication are needed if you want to make use of some or a of the new Hyperion Enterprise Reease 6.5.1.1.000 features. Use the Appication Conversion from SE to 6.5.1.1.000 Conversion Utiity if you want an exact repica of your Hyperion Enterprise SE appication and want to convert your financia data for use in Hyperion Enterprise Reease 6.5.1.1.000. This conversion utiity creates a new appication that is structured exacty as it was in Hyperion Enterprise SE; therefore, you cannot use many of the new features of Hyperion Enterprise Reease 6.5.1.1.000. For exampe, the vaues in the Percent Ownership tabe in Hyperion Enterprise SE have the same roe as the vaues in the Percent Consoidation tabe in Hyperion Enterprise Reease 6.5.1.1.000. The data from the Percent Ownership tabe in Hyperion Enterprise SE is copied to the Percent Consoidation tabe in Hyperion Enterprise Reease 6.5.1.1.000. The other tabes in Hyperion Enterprise Reease 6.5.1.1.000 that determine the consoidation method and percentage, which are the Percent Ownership and Percent Contro tabes, are popuated with the defaut vaue of 100 percent when you use this conversion utiity. If you want to repicate your Hyperion Enterprise SE appication both physicay and functionay, and you do not want to use any new features, you woud use this conversion utiity. Converting Appications 87

If you do use this conversion utiity, the vaues of the Percent Ownership fied in Hyperion Enterprise SE are transferred to the Percent Contro, Percent Ownership, and Percent Consoidation fieds in Hyperion Enterprise Reease 6.5.1.1.000. The vaues are copied to a fieds because of the reationship between the Percent Ownership and Percent Consoidation in Hyperion Enterprise Reease 6.5.1.1.000 appications. Hyperion Enterprise SE System Extract and Logic Conversion Utiities Use the System Extract and Logic Conversion utiities if you pan to redesign your appication to take advantage of the new Hyperion Enterprise Reease 6.5.1.1.000 features and capabiities. The System Extract and Logic conversion utiities create a set of fies that you can oad into a new appication. You must create the new appication before oading the new fies. Note: If you use these utiities to create your Hyperion Enterprise Reease 6.5.1.1.000 appication, you need to set your appication attributes. This information is not carried over from your Hyperion Enterprise SE appication. Instaing the Conversion Utiities The conversion utiities are not instaed by defaut when you insta Hyperion Enterprise Reease 6.5.1.1.000. You must seect the conversion utiities during the instaation process. ä To insta the conversion utiities: 1 Compete Step 1 through Step 8 of the procedure Performing a Compete Instaation on page 33. 2 In the Seect Components diaog box, seect the Enterprise Conversion Utiities option aong with any other components that you want to insta. 3 Finish the instaation procedure by foowing steps 8 through 11. Appication Conversion 4.7 Through 6.4.0.0.000 to 6.5.1.1.000 Conversion Utiity You use the Appication Conversion 4.7 through 6.4.0.0.000 to 6.5.1.1.000 utiity to convert fiebased appications from reeases 4.7 through 6.4.0.0.000 to 6.5.1.1.000. You can aso convert your Statutory Consoidation Engine (SCE) Reease 4.7 through Reease 6.4.0.0.000 appication to Reease 6.5.1.1.000 using the conversion utiity. The Hyperion Enterprise conversion utiity does not recompie SCE. You must open the SCE Admin and compie the Defaut CONSOL and TRANS methods. 88 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

Note: After you convert an SCE appication, the od fie names for the SCE methods are saved in the SCE admin modue and in the Hyperion Enterprise Formuas modue. You can compie the od fie names using the SCE admin modue or the Hyperion Enterprise Formuas modue. It is especiay important that you observe these requirements: If you are converting your appication from Hyperion Enterprise XA Reease 4.7, you must verify that you have sufficient memory and disk space. You need sufficient space for your backup of the appication that being converted, extract fies, and the new appication. Hyperion recommends that you have a minimum of 1.5 times the disk space of your existing appication. Prior to converting your SCE appication, if your SCE methods are stored in a directory named ACE, you must rename this directory to SCE. When you convert appications, you have the origina appication fies and the converted appication fies. You can deete the od appication fies at your discretion. Hyperion recommends that you archive the origina appication before deeting it. The conversion utiity writes error messages to the error.og fie for the appication. You can refer to the error og for detais about errors you may encounter during the conversion. Receiving an error message during conversion does not aways mean that the conversion faied. You might have eements of an appication that create error messages, but the conversion in its entirety has not faied. For exampe, deeted members may prevent fixed Account and Entity Lists from converting. In this instance, you can examine each error message in the og fie, edit the appication, and perform the conversion again. If the conversion fais, you must perform the conversion again. Deete the partiay converted appication before performing the conversion again. Appications that have intercompany accounts attached to sub-account tabes are not converted and a specific error message is dispayed in the error og. The conversion utiity creates severa types of extract fies from the Hyperion Enterprise XA 4.7 appication. Tabe 16 describes each extract fie that is created in the converted appication directory: Tabe 16 Extract Fies Created in the Converted Appication Directory Fie Name Extensions.sce.a.app.bar.cda Fie Description SCE extract. Created ony if the appication uses SCE. Aocation extract. Created ony if appication incudes Aocation fies. Appication extract. Aways created. Books and reports extract. Created ony if the appication contains books or reports. Data extract. Aways created. Note: There is one.cda fie created for each category in the appication. Appication Conversion 4.7 Through 6.4.0.0.000 to 6.5.1.1.000 Conversion Utiity 89

Fie Name Extensions.k Fie Description LedgerLink extract. Aways created. Hyperion Enterprise XA Conversion Considerations Consider the foowing items when deciding to convert from Hyperion Enterprise XA: There is no utiity avaiabe for converting your appication from Hyperion Enterprise XA Reease 4.5 to Hyperion Enterprise Reease 6.5.1.1.000 You must rebuid your appication competey, using Hyperion Enterprise Reease 6.5.1.1.000. Note: You need to rebuid Hyperion Enterprise Reease 4.6x appications or convert them to Hyperion Enterprise XA 4.7, 5.x, or 6.x appications and then convert the appications to Hyperion Enterprise Reease 6.5.1.1.000. When converting from Hyperion Enterprise XA Reease 4.7 to Hyperion Enterprise Reease 6.5.1.1.000, consider these points: m m m m m m m m m Security, ogic, and rues have changed significanty in Hyperion Enterprise Reease 6.5.1.1.000. For more information, see the Hyperion Enterprise Administrator s Guide and Converting Logic Fies on page 106. If your appication uses the Organization by Period and Intercompany Dependents features, you shoud check that the vaues in the Ownership tabe contain the same vaues as the Intercompany Dependents tabe when appropriate. In earier reeases, the synchronization of Percent Contro, Percent Conso, Percent Ownership, and Method, which shoud exist between the Ownership and Intercompany Dependents tabes, was not aways precise. The tabes may gotten out of sync, for exampe: if you oaded the Intercompany Dependents section from an ASCII oad fie and did not oad the Ownership section at the same time. Ony changes made directy through the user interface were competey reiabe. Athough this is no onger an issue, you shoud compete the foowing activities to ensure that your tabes are synchronized. If you are uncear as to whether your tabes are synchronized, extract your Ownership and Intercompany Dependents tabes and compare vaues to ensure that they match. Hyperion recommends that the administrator perform the foowing tasks when there are no other users on the system: Extract the Entity Ownership section. Search the extract fie for the vaues!-1.#r! or a negative vaue in the Percent Conso, Percent Owned, or Percent Contro fieds. If you find any of these vaues, you must correct it by entering the appropriate vaue. Reoad the Entity Ownership section. Extract the Intercompany Dependents section. Reoad the Intercompany Dependents section. Check the error og. If the appication encountered a vaue that is not vaid, a ine number is dispayed indicating the ine of the extract or oad fie that must be corrected prior to 90 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

competing a successfu oad. You must enter the appropriate vaue or a bank if no vaue is desired. Exampe Before: 1!12!CORP!DIV1!!-1.#R!-1.#R!-1.#R After: 1!12!CORP!DIV1!!50!50!50 or 1!12!CORP!DIV1!!!! You must have an entry in your hypent.ini fie for any Hyperion Enterprise XA Reease 4.7 through Reease 6.4.0.0.000 appication that you want to convert. The conversion utiity reads this appication information to provide you with the names of XA Reease 4.7 appications avaiabe for conversion. Status and settings such as consoidation status or ocked periods within your appications are preserved when converted. Hyperion recommends that the data in a appications have a status of OK prior to conversion. For org-by-period appications using SCE, Hyperion strongy advises converting an appication when a statuses are OK. If you convert an appication with statuses other than OK, you must run a Consoidate A with Data or a Consoidate A after the conversion. Converting a Hyperion Enterprise Reease 4.7 Through Reease 6.4.0.0.000 Appication to Reease 6.5.1.1.000 Before converting your Hyperion Enterprise Reease 4.7 through Reease 6.4.0.0.000 appication to Hyperion Enterprise Reease 6.5.1.1.000, you must ensure that you haves sufficient disk space. Aso, review the preconversion considerations in Hyperion Enterprise XA Conversion Considerations on page 90. After you convert an SCE appication, the od fie names for the SCE methods are saved in the SCE admin modue and in the Hyperion Enterprise Formuas modue. You can compie the od fie names using the SCE admin modue or the Hyperion Enterprise Formuas modue. If you have Hyperion LedgerLink instaed, the conversion utiity expands the abe coumn size for category IDs and user IDs from eight to 20 characters to make them compatibe with the standard abe ength in Hyperion Enterprise. If you use SCE, the Hyperion Enterprise conversion utiity does not recompie SCE. You must open the SCE Admin and compie the Defaut CONSOL and TRANS methods. If you want the new appication to have the same name it had before the conversion, you must either deete the origina appication after the conversion, move the origina appication to a separate directory, or create the converted appication in a new directory. Appication Conversion 4.7 Through 6.4.0.0.000 to 6.5.1.1.000 Conversion Utiity 91

The appication description is carried over from the origina appication regardess of what you enter during the conversion process. After the conversion is compete, you may edit the appication description in the Hyperion Enterprise Reease 6.5.1.1.000 appication. ä To convert a Hyperion Enterprise Reease 4.7 through Reease 6.4.0.0.000 appication to Hyperion Enterprise Reease 6.5.1.1.000: 1 From the Windows Start menu, seect Programs > Hyperion Soutions > Hyperion Enterprise > Conversion Utiities > Appication Conversion 4.7 through 6.4.0.0.000 to 6.5.1.1.000. The Convert Hyperion Enterprise 4.7 through 6.4.0.0.000 to 6.5.1.1.000 diaog box is dispayed. 2 From the Appication drop-down ist, seect the appication that you want to convert to Reease 6.5.1.1.000. 3 In the Userid and Password text boxes, enter your username and password. 4 In the Extract Location text box, type the path to the directory in which you want to store the Hyperion Enterprise Reease 6.5.1.1.000 conversion extract fies before they are oaded to your new appication, or cick the Browse button and navigate to the directory. A message is dispayed to te you when the conversion is compete. The conversion extract fies are isted in the Tabe 16. You use these fies to buid your new appication, which does not yet exist. 92 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

5 Start Hyperion Enterprise Reease 6.5.1.1.000, seect Fie > New Appication, enter your user ID and password, and cick Next. The Appication Setup diaog box is dispayed. 6 Compete these steps and then cick Next: a. In the Appication and Description text boxes, enter the appication name and description, respectivey. b. Type the name of the conversion extract fie, or use the Browse button to navigate to it. This is the fiename with the.app extension that is ocated in the directory that you created in step 2. c. Seect an error og option. The Driver Setup diaog box is dispayed: Appication Conversion 4.7 Through 6.4.0.0.000 to 6.5.1.1.000 Conversion Utiity 93

7 Enter the appropriate path information, then cick Finish. The system oads the fies of your new appication. Note: The amount of time that the system takes to oad your converted fies depends on the number of fies the appication contains and the size of these fies. Appication Conversion SE to Hyperion Enterprise 6.5.1.1.000 Conversion Utiity You can convert a Hyperion Enterprise SE 1.8 or Hyperion Enterprise Reease 4.x appication by either of the foowing methods: Use the Appication Conversion from SE to Hyperion Enterprise Reease 6.5.1.1.000 Conversion Utiity to convert a appication eements except for reports and books. Use the System Extract Conversion Utiity to convert extracted appication oad fies, and the Logic Fie conversion utiity to convert ogic fies. For more information, see System Extract and Logic Conversion Utiities on page 104. Use the Appication Conversion from SE to 6.5.1.1.000 Conversion Utiity if you want a repica of your Hyperion Enterprise SE appication. In this case, it is extremey unikey that the Percent Contro and Percent Ownership fieds wi be used within the appication, and it probaby makes more sense to just update these fieds with the appication defauts. The Percent ownership fied in SE popuates ony the Percent contro fied in Reease 6.5.1.1.000; Percent Contro and Percent Ownership defaut to 100 percent. 94 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

Before You Convert Perform the foowing tasks before converting your appication to Hyperion Enterprise Reease 6.5.1.1.000: Back up the appication prior to conversion. Ensure that you have the minimum recommended hardware requirements. Ensure a computers are 32-bit and have a minimum of 128 MB RAM. Ensure that there is sufficient disk space (at east 1.5 times the size of the existing appication). Check for sufficient memory and swap fie size (2.5 times the size of your appication). Make note of your custom functions. Ensure that no names/abes that are 'reserved' in Hyperion Enterprise Reease 6.5.1.1.000 are being used in the Hyperion Enterprise SE appication. For exampe, CURR (often used by Hyperion Enterprise SE users as a abe for their currency tabe) and Intercompany (often used as a abe for a sub-account tabe that is used for Intercompany purposes in Hyperion Enterprise SE) are reserved names in Hyperion Enterprise Reease 6.5.1.1.000. The Hyperion Enterprise Administrator s Guide incudes a ist of reserved names. Disabe screen saver programs. Optiona: If you are acquiring business units in the future or changing their reporting structure, seect the Org-by-Period option during appication setup. Optiona: If ownership of entities changes, seect the Org-by-Period option during appication setup. Optiona: If you have a compex appication with ow data density, use SCE. If you do not pan to use any of the standard oad.per fies, you must copy your customized fie from the Hyperion Enterprise SE program directory into the Hyperion Enterprise Reease 6.5.1.1.000 program directory. Determine the options that you want to take advantage of in Hyperion Enterprise Reease 6.5.1.1.000 that are not avaiabe in Hyperion Enterprise SE. If you are not renaming the new appication, store the od appication in a separate directory. You might not be abe to access both of your appications if you have them in the same directory and they have the same name. Be aware of the many functiona changes between reeases, incuding new features, how data is stored, and how an existing feature may work differenty. For more information, see Feature Comparison with Hyperion Enterprise SE Reease 4.x on page 75. For exampe, be aware of how ogic is executed differenty in Hyperion Enterprise SE than in Hyperion Enterprise Reease 6.5.1.1.000. Rebuid security eements and passwords as needed. The conversion utiity converts ony user IDs, passwords, and user groups from the security appication. A groups are assigned the defaut security cass Maximum. Because compied ogic fies (.gx) are not supported in Hyperion Enterprise, you must check ogic in the existing appication to ensure that you convert the most recent ogic fies before running the System Extract Conversion Utiity. Appication Conversion SE to Hyperion Enterprise 6.5.1.1.000 Conversion Utiity 95

In earier reeases of Hyperion Enterprise, you coud compie ogic statements that contained a doube pus sign ( ++ ), and the doube pus sign had no effect on the resut of the statement; for exampe, #CASH++#PETTY_CASH. These statements do not compie correcty when you check formuas in Hyperion Enterprise Reease 6.5.1.1.000. If doube pus signs ( ++ ) are in a method, edit the fie in the appication before running the Conversion Utiity. To do this, open each ogic fie, search for the doube pus sign and repace with a singe pus sign, and then convert. In earier reeases of Hyperion Enterprise, you coud compie ogic statements that contained a pus sign ( + ) after a division sign ( / ), and the pus sign ( + ) had no effect on the resut of the statement; for exampe, #INCOME/+#INCOME2. These statements do not compie correcty when you check formuas in Hyperion Enterprise Reease 6.5.1.1.000. If this combination of signs is in a method, edit the fie in the appication before running the Conversion Utiity. To do this, open each ogic fie, search for a pus sign after a division sign, repace with the division sign, and then convert. In earier reeases of Hyperion Enterprise, you coud compie ogic statements that contained an ampersand ( & ) in the comment section, for exampe, fiename & CHART ogic. These statements do not compie correcty when you check formuas in Hyperion Enterprise Reease 6.5.1.1.000. You must deete a ampersands within the comment section in the appication before running the Conversion Utiity. To do this, open each ogic fie, search for the ampersand in the comment section, and repace it with the word, and then convert. The Conversion Utiity buids a Hyperion Enterprise Reease 6.5.1.1.000 appication regardess of the existence of the Hyperion Enterprise-specific setup options seected. The converted appication incudes a accounts, names (which are caed entities in Hyperion Enterprise Reease 6.5.1.1.000), categories, ogic (which is caed methods in Hyperion Enterprise Reease 6.5.1.1.000), data, journas, security groups, security IDs, and statuses for consoidation and methods. You then must use the Report Conversion Utiity to convert a reports and books. Periodic Consoidation is the ony option seected by defaut on the Setup Options screen. When you convert an appication using the defaut settings on the Setup Options screen, the consoidation and method statuses remain the same. If you seect any of the foowing options, data is impacted in the new Hyperion Enterprise Reease 6.5.1.1.000 appication for a unocked periods, and you must reconsoidate after converting the appication. If you change one of the options and you do not want to consoidate prior periods, you must ock the prior periods. Any periods that you do not ock before converting must be consoidated in the new appication. m m m m You deseect the Periodic Consoidation option to use Category-To-Date Consoidation. You seect Transation Detai. You seect Proportion and Eimination Detai. You seect Use Chid Rate Accounts. If the appication that you are converting has a custom Appication Caendar fie, then you must copy the.per fie into the new Hyperion Enterprise Reease 6.5.1.1.000 appication directory before converting the appication. 96 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

You shoud aso consider this information before converting: If you pan to merge appications into a singe new appication you may need more disk space, memory, and so on. Journa information in the Journa History Report is not retained in the converted appication. The conversion utiity converts a user-defined functions created using the DEF ogic function to custom functions. These custom functions are then avaiabe to a methods in the appication. You must have Admin rights to convert an appication. If you do not have Admin rights, the Conversion Utiity aborts and an error message is dispayed. When you convert reports and books, their names cannot have more than eight characters. If you seect Shared Signatures when you convert the appication and you have equated two major accounts to assign formuas to subaccounts, these formuas wi not work in the converted appication. For more information, see the Assigning Formuas to Subaccounts by Equating Major Accounts topic in the Setting Up Your System chapter of the Hyperion Enterprise Administrator's Guide. Gathering Data to Test Your Conversion Here are some tests you can perform to ensure that your conversion was successfu: Note: Ensure a statuses are OK prior to performing any test that invoves a data extract. Perform a data extract at the parent eve before converting, then report this procedure exacty after you have converted and consoidated. Perform a data extract at the base eve before converting, then report this procedure exacty after you have converted and consoidated. Run the Journa s Canned Report on the same range of journas before and after converting and compare detais. Remember there are more detais incuded in the Hyperion Enterprise Reease 6.5.1.1.000 canned reports. Run a report using Hyperion Retrieve (not Retrieve for Hyperion Enterprise Reporting) before and after your conversion. Perform a partia system extract and review the metadata in a Microsoft Access database before and after converting. Converting Hyperion Enterprise SE Appications to Hyperion Enterprise Reease 6.5.1.1.000 The Appication Conversion from SE to 6.5.1.1.000 Conversion Utiity retains a statuses in the appication and converts the appication automaticay. If you use the System Extract and Logic Converting Hyperion Enterprise SE Appications to Hyperion Enterprise Reease 6.5.1.1.000 97

Conversion Utiities, status is not retained, and you must reconsoidate a data after creating the Hyperion Enterprise appication. Note: A errors encountered during the conversion process are written to the conversion og fie, error.og, which is ocated in the Hyperion Enterprise program directory. ä To convert a Hyperion Enterprise SE Appication to Hyperion Enterprise Reease 6.5.1.1.000: 1 From the Start menu, seect Programs > Hyperion Soutions > Hyperion Enterprise > Conversion Utiities > Appication Conversion SE to 6.5.1.1.000. The Hyperion Enterprise Conversion Wizard is dispayed: 2 Cick Next. The Hyperion Conversion Wizard - Logon diaog box is dispayed: 98 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

3 From the Existing Standard Edition Appication drop-down ist, seect the appication to convert, then enter your username and password in the User ID and Password text boxes and cick Next. The Hyperion Conversion Wizard - Hyperion Enterprise 6.5.1.1.000 Setup diaog box is dispayed: Converting Hyperion Enterprise SE Appications to Hyperion Enterprise Reease 6.5.1.1.000 99

4 Seect the appropriate settings for the new appication. The Hyperion Conversion Wizard - Hyperion Enterprise 6.5.1.1.000 Driver Setup diaog box is dispayed: 100 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

5 Seect the appropriate setup options, then cick Next. The Hyperion Conversion Wizard - Hyperion Enterprise 6.5.1.1.000 Setup Options diaog box is dispayed: Converting Hyperion Enterprise SE Appications to Hyperion Enterprise Reease 6.5.1.1.000 101

6 Seect the appropriate setup options, then cick Finish. Postconversion Tasks and Considerations After you convert an appication, you must perform the foowing tasks: If you seect the DSM option when you convert the appication, you must perform a Consoidate A or Consoidate A With Data to popuate the DSM detai. If you stored transation detai in your appication using sub-entities but now use the DSM, deete the sub-entities after converting your appication to avoid redundant data storage. Check your Hyperion Enterprise error og. Verify that a statuses carried over correcty and a necessary ocks are sti active; for exampe, journa and data ocks. Verify that a journas and appropriate detais were converted. Set up security. Verify that IDs and passwords are sti vaid. 102 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

Note: Hyperion Enterprise SE IDs and passwords were not-case sensitive. For exampe, if you were set up with an ID of Jsmith and password of HeLLo, you coud og on to Hyperion Enterprise SE successfuy as jsmith with a password of heo. Hyperion Enterprise Reease 6.5.1.1.000 security is case-sensitive, and it requires you to enter your ID and password exacty as created. Check a accounts and entity codes. If you are using Hyperion Reporting 2.6 or higher and want to use reports for Hyperion Enterprise Reease 6.5.1.1.000, you must recompie your reports prior to using them. Reports created in earier reeases of Hyperion Reporting shoud be converted with the Reporting Conversion Utiity. If you converted a Hyperion Enterprise SE appication to an organization-by-period appication in Hyperion Enterprise Reease 6.5.1.1.000, reconsoidate after converting and run a report on the first period in the new appication. Compare the resuts to the same report run on the fina period in the Hyperion Enterprise SE appication with a view of YTD. The opening baances of the first period in your new appication shoud match your od cosing baances. This report wi be vaid ony if you have eft ownership at 100 percent for entities with data for categories that existed in the od appication. When you convert an appication from Hyperion Enterprise SE, reports and books are not automaticay converted. After you convert your appication, copy the report and book fies from your Hyperion Enterprise SE appication to the Report directory of the Hyperion Enterprise Reease 6.5.1.1.000 appication. Recompie the report and book fies in Hyperion Enterprise Reease 6.5.1.1.000 before running them. Note: If you converted from Hyperion Enterprise SE 1.8.2, you must obtain the Hyperion Enterprise 1.8.2 Report Conversion Utiity by contacting Cient Support prior to instaing Reease 6.5.1.1.000. This utiity is not incuded in the instaation media for Hyperion Enterprise Reease 6.5.1.1.000. It is important that you convert your reports and books prior to instaing Hyperion Enterprise Reease 6.5.1.1.000. You shoud aso consider this information after you compete the conversion: Hyperion Enterprise SE has ony consoidation ogic. Hyperion Enterprise Reease 6.5.1.1.000 divides consoidation and transation ogic separatey. If there is transation ogic in the consoidation ogic in Hyperion Enterprise SE, then a ogic is paced under transation ogic in Hyperion Enterprise Reease 6.5.1.1.000 and needs to be divided manuay. A DEF function in Hyperion Enterprise SE is automaticay converted to a custom function in Hyperion Enterprise Reease 6.5.1.1.000. When you convert a Hyperion Enterprise SE appication that contains a dynamic view account ist to Hyperion Enterprise Reease 6.5.1.1.000, and you specify that the system not incude Detai, the converted appication contains subaccounts as we as major accounts. To avoid this, deseect first-eve and second-eve subaccounts, seect major accounts, and refresh the ist. If you do not seect Periodic Consoidation in the Hyperion Enterprise SE appication s setup options when you convert the appication, the appication s journa ocks wi not appear in Postconversion Tasks and Considerations 103

the converted appication. To work around this, unpost then repost the journa to reappy the journa ock. After converting a Hyperion Enterprise SE appication, the appication paths in the appication.ini fie are hard-coded. To keep the paths fexibe so that they are updated automaticay if you move the appication, manuay repace the path to the Data, Inbox, Outbox, and Report directories in the appication.ini using @APP. For exampe, change the ine: APP_DATA= E:\apps\Data to APP_DATA= @APP\Data. System Extract and Logic Conversion Utiities Use the System Extract and Logic conversion utiities if you want to redesign your appication to take advantage of the new Hyperion Enterprise Reease 6.5.1.1.000 features and capabiities. This is the best method for converting your appication if you redesign your existing appication but sti want to maintain the common eements such as information in the system fie and ogic. For exampe, if you want to make use of the ownership features with Hyperion Enterprise Reease 6.5.1.1.000, you shoud use these conversion utiities. Appication Load Fie Conversion Considerations Before converting an appication from oad fies, consider the foowing information: You must convert system extract and oad ASCII fies and a ogic fies individuay. You must extract data and journas and oad them manuay into the converted appication. You do not need to convert data or journas before they are oaded into the converted appication. However, you can extract data and journas from ony one category at a time. You must consoidate after you convert the appication. When you extract data, the data fie shoud incude a journa companies and any other input entities. Depending on the appication ogic, some parent entities may have input accounts. You cannot oad ocked data. Before you oad journas into the converted appication, you must oad the data for the entities impacted by journas. Hyperion Enterprise aows posted journas to be oaded. If you oad journas first, the data does not oad to the impacted entities. Before you can oad auto-reversing journas into the converted appication, you must edit the journa oad fie using a text editor. To do this, open the oad fie in any text editor, change the identifier for auto-reversing journas from R for reguar journa to AR for autoreversing journa. You cannot extract security from earier reeases of Hyperion Enterprise; therefore, security eements cannot be converted uness you use the conversion wizard. If you convert your appication using oad and extract fies, you must rebuid a security eements. 104 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

Converting System Extract and Load Fies Before you convert a system extract and oad fie, make sure that no account and account group in the fie have identica abes. For exampe, the fie cannot have an account group with the abe Income and an account with the abe Income. If you convert a fie with dupicate abes, Hyperion Enterprise writes an error message to the error og. If you find dupicate abes, Hyperion recommends adding characters to the end of the fie name, such as _GRP to the end of the account group abe or something that easiy aows you to identify the new abe. ä To convert a system extract or oad fie: 1 From the Start menu, seect Programs > Hyperion Soutions > Hyperion Enterprise > Conversion Utiities > System Extract Conversion from SE to 6.5.1.1.000. The Convert Hyperion Extract Fie diaog box is dispayed: 2 Enter the source and destination paths for the system fie in the Source fie and Destination fie text boxes. You can use the Browse buttons to navigate to the fies. 3 Cick Convert. 4 Take one of these actions: To convert another fie, repeat steps 2 and 3. To exit the utiity, seect Exit. 5 To create an appication that has organizations that vary by category and period, use a text editor to move the CATEGORY header and its information before the ENTITY header. For information about the format of the Ownership section for appications that have organizations that change over time, see asciifmt.xs, or ca your consutant. For more information about the Hyperion Enterprise Reease 6.5.1.1.000 system fie syntax, see the Fie Formats appendix of the Hyperion Enterprise Administrator s Guide. System Extract and Logic Conversion Utiities 105

Loading Converted System Fies After converting the system fies, you must oad them into your new Hyperion Enterprise Reease 6.5.1.1.000 appication. ä To oad converted system fies: 1 Create the new appication in Hyperion Enterprise Reease 6.5.1.1.000. Be sure to seect the correct appication caendar (.per) fie. To verify which appication caendar fie was used to buid your origina appication, open the Category modue in the appication, and highight the first empty row. The defaut month that appears in Start Period is the appication caendar fie used to create the appication. For exampe, if the month is January, the appication caendar fie is oadjan.per. If you used a custom oad.per fie, you must oad your new appication manuay. 2 Perform a system oad in the new appication within the Appication modue and oad the converted 1.8.1 or SE System Load (.asc) fie. For more information, see Converting System Extract and Load Fies on page 105. You shoud examine each error message during the appication oad process. For exampe, an error is dispayed if you have a fixed account ist or fixed name ist that incudes deeted accounts or names. Note: In the FORMULAS section of the oad fie, carefuy ist the methods referenced with the USE function before a other methods in your appication. 3 Import each converted chart and consoidation method (.og fie) into Hyperion Enterprise Reease 6.5.1.1.000. Note: Any consoidation ogic fie in Hyperion Enterprise 1.8.1 that uses the PVA, VAL, or LOC transation functions shoud be oaded into the Hyperion Enterprise Reease 6.5.1.1.000 appication as a transation method and not as a consoidation method. 4 Check (recompie) each method, if required. 5 Convert reports using the Hyperion Enterprise Reporting Conversion Utiity, then compie them in the converted appication. 6 Import data from your Hyperion Enterprise SE or 1.8.x appication. 7 Import journas from your Hyperion Enterprise SE or 1.8.x appication. If your system does not convert correcty, try to anayze probem areas with your assigned Quaity Engineer or Consutant. Note: Journa information that appears in the Journas history reporting in the origina appication is not retained in the new appication. Converting Logic Fies Before converting ogic fies, consider the foowing information: The ogic fie converter cannot process.og fies that are arger than 64K. To convert a fie arger than 64K, spit the fie into separate fies that are ess than 64K. Convert each fie, then combine each into a singe fie after conversion. 106 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

Because this method of conversion requires a reconsoidation of a periods after oading data into the converted appication, the data from the appication might change after conversion if the ogic or any appication attribute has changed. To prevent this, after you convert the ogic fies and oad them into the converted appication, make a methods category-specific. Cacuate formuas for ony the historica periods in which you want data to change. Make sure ony the system administrators have input rights to those categories. Lock the categories in the converted Hyperion Enterprise appication. A comments in.og fies must appear to the right of the statement and must be preceded by an excamation point if you want them to be imported into the converted Hyperion Enterprise appication. In Hyperion Enterprise, the DEF function is repaced by the custom functions feature. If the DEF function was in chart or consoidation ogic in your appication, it is converted to a custom function for either the chart or consoidation method. Consoidation ogic from earier reeases of Hyperion Enterprise are converted into transation methods. If the DEF function uses the LOC, PVA, or VAL functions, which ony work in transation methods, an error message is dispayed when you recompie methods. ä To correct probems recompiing methods with the DEF function: 1 Access the Hyperion Enterprise Formuas modue and open any method. 2 Seect Task > Custom Function. 3 In the Type area, cick ony Consoidation. 4 Cick Transation, then save the function and exit. ä To convert a ogic fie: 1 From the Start menu, seect Programs > Hyperion Soutions > Hyperion Enterprise > Conversion Utiities > Logic Conversion from SE to 6.5.1.1.000. The convert Hyperion Enterprise Standard Edition Logic to Hyperion Enterprise 6.5.1.1.000 Logic diaog box is dispayed: Converting Logic Fies 107

2 Enter the source and destination paths for the ogic fie in the Source Fie and Destination Fie text boxes. You can use the Browse buttons to navigate to the fies. 3 Seect one of the ogic options: To convert a chart ogic fie, seect Chart Logic. To convert a consoidation ogic fie, seect Conso Logic. Note: During conversion, most consoidation ogic fies are converted to transation methods. That is because most fies contain a transation statements, so the conversion utiity assumes that they are transation methods. 4 To cear a custom functions that may have been created if you ran this utiity previousy, seect the Cear Custom Function Fie check box. Note: 5 Cick Convert. The custom function fie, customfn.og, contains a custom function for each DEF function in your ogic fies. Hyperion Enterprise creates this fie in the same directory as the destination fie. If you have not created any DEF functions in your appication, this fie is sti created but does not contain any custom functions. 6 Take one of these actions: To convert another fie, repeat steps 2 through 5. To exit the utiity, cick Exit. Resetting Your Dynamic Account List Criteria Hyperion Enterprise Reease 6.5.1.1.000 contains significant changes regarding the manner in which dynamic account ist criteria operate. You may have to reset your dynamic account ist criteria in order to receive the same resuts in the converted appication since this does not occur during the conversion process. New appications that are buit from scratch wi aso exhibit this new behavior. Hyperion Enterprise Reease 6.5.1.1.000 checks the account ist criteria settings for each of the three possibe eves of accounts major accounts, first eve subaccounts, and second eve subaccounts. In prior reeases, if the criteria did not match at a higher eve, Hyperion Enterprise did not check for a criteria match at the ower account eves. For more information about account ists, see the Hyperion Enterprise User s Guide. Setting Your Point of View in Hyperion Enterprise After you insta Hyperion Enterprise and convert any appications, oad fies, ogic fies, reports, and books from prior reeases, you shoud set your point of view. You cannot access the Reports and Books modues without setting a compete point of view. For instructions on setting your point of view, see the Hyperion Enterprise User s Guide. 108 Converting Your Appication to Hyperion Enterprise Reease 6.5.1.1.000

7 Uninstaing Hyperion Enterprise In This Chapter Uninstaing Hyperion Enterprise...109 This chapter provides information on uninstaing Hyperion Enterprise. Uninstaing Hyperion Enterprise You shoud uninsta Hyperion Enterprise in any of these situations: You receive an error message during instaation. You want to change the ocation of Hyperion Enterprise program fies. You want to remove an earier reease of Hyperion Enterprise. You must remove any earier reease of Hyperion Enterprise before upgrading to Reease 6.5.1.1.000. Ony Reease 6.4.x supports upgrade to Reease 6.5.1.1.000. Note: Before you uninsta or insta Hyperion Enterprise, it is strongy recommended that you stop the Hyperion Enterprise Appication Server, Data Server, and Web Server. If the Data Server is not stopped, an error message states that a component move data error has occurred. Note: When uninstaing Orace's Enterprise Performance Management products, pease uninsta Hyperion Enterprise and Enterprise Reporting first. If the Enterprise Performance Management products are uninstaed first, you wi not be abe to remove Hyperion Enterprise and Enterprise Reporting. ä To uninsta Hyperion Enterprise: 1 From Windows desktop, seect Start > Settings > Contro Pane > Add/Remove Programs. 2 In Add or Remove Programs, seect Hyperion Enterprise, and cick Change/Remove. The Setup Type diaog box is dispayed. Uninstaing Hyperion Enterprise 109

3 Seect Remove Enterprise and a its components, and Cick Next. 4 In the Confirm uninstaation message box, Cick OK. Note: The Hyperion Enterprise foder is not removed after an uninsta. The Hyperion Enterprise foder contains the HSvrCtr.dat fie and two og fies. This foder must be manuay removed. 110 Uninstaing Hyperion Enterprise

8 Upgrading Hyperion Enterprise In This Chapter Upgrading Methods...111 Upgrading by Instaing...111 Upgrading by Modifying...114 Upgrading by Repairing...116 Upgrading Methods With this reease of Hyperion Enterprise, you can upgrade 6.4.0.0.000 reeases of Hyperion Enterprise quicky and seamessy. This capabiity enabes Hyperion Soutions Corporation to offer effective and efficient service fixes for earier software reeases. You can modify instaations by adding components that you did not choose to insta earier. Aso, you can repair instaations. Choose from the foowing Instaation methods to upgrade Hyperion Enterprise: 1. Instaing 2. Modifying 3. Repairing Upgrading by Instaing Upgrading by Instaing updates ony Hyperion Enterprise Reease 6.4.0.0.000 and ater. Ony the Hyperion Enterprise components that you had instaed earier are upgraded. You can run a compete insta to upgrade these types of instaations: 1. Workstation instaation 2. Instaation of Hyperion Enterprise Windows 32 bit, with any of these components: a. Appication Server b. Data Server c. Web Server d. Message Server e. Add-On Modue Upgrading Methods 111

f. Utiity g. Combination of Appication Server, Data Server, Web Server, Message Server, Add-On Modue, or Utiity Note: You can upgrade to a ater version ony if you have Hyperion Enterprise 6.4.0.0.000 or ater instaed on your system. If you have an earier version instaed on your system, you must uninsta and insta Hyperion Enterprise on your system. ä To insta Hyperion Enterprise: 1 Take one of these actions: If you downoaded the Hyperion Enterprise software from the Orace E-Deivery, take one of these steps: m m Navigate to the directory where you downoaded the instaation program, then doube-cick insta.exe. From the Windows Start menu, seect Run, type the foowing command in the Run diaog box, and cick OK: Drive\directory\insta.exe where Drive and directory are the ocation of the Hyperion Enterprise instaer. The Seect Insta Language diaog box is dispayed. 112 Upgrading Hyperion Enterprise

2 In the Seect Insta Language diaog box, seect a anguage, then cick OK. Note: The defaut anguage is set to Engish. A message is dispayed to say that the setup program is being prepared: When the setup program is ready, its Wecome screen is dispayed: Upgrading by Instaing 113

3 Cick Next. A message is dispayed to te you that the setup program is instaing Hyperion Enterprise: Note: The Hyperion Enterprise Web Server Setup diaog opens if you have a 6.4.0.0.000 or ater reease of Hyperion Enterprise Web server instaed. Provide the path and user information and cick OK. to compete the instaation. 4 Provide information as requested by the instaer to compete the upgrade. Upgrading by Modifying You can modify instaations of Hyperion Enterprise. But, before you modify, you shoud upgrade. To upgrade, see Upgrading by Instaing on page 111. 114 Upgrading Hyperion Enterprise

ä To modify Hyperion Enterprise instaations: 1 From the Windows desktop, Seect Start > Settings > Contro Pane. 2 In Contro Pane, seect Add or Remove Programs. 3 In Add or Remove Programs, under Hyperion Enterprise, cick Change/Remove. 4 Seect Modify the Instaation, and cick Next. The Seect Components diaog box is dispayed. Upgrading by Modifying 115

5 Seect components and cick Next. If you seect Enterprise Appication Server, Data Server, and Web Server, see Setting Up Server Components on page 45. Upgrading by Repairing You can repair instaations. But, before repairing, you shoud upgrade. To upgrade, see Upgrading by Instaing on page 111. ä To repair Hyperion Enterprise instaations: 1 From the Windows desktop, Seect Start > Settings > Contro Pane. 2 In Contro Pane, seect Add or Remove Programs. 3 In Add or Remove Programs, under Hyperion Enterprise, cick Change/Remove. 4 Seect Repair the Instaation and cick Next. 5 Seect a restarting option, and cick Finish. 116 Upgrading Hyperion Enterprise

A Manua Configuration of Web Environment In This Appendix Instaing and Configuring Microsoft IIS...117 Performance Tuning...120 This chapter provides information on manua Web depoyment procedures. Instaing and Configuring Microsoft IIS To use Hyperion Enterprise Reease 6.5.1.1.000 on the Web, you must configure the Microsoft Internet Information Server (IIS) 6.0 or ater on the Hyperion Enterprise Web Server. If you are using a separate, dedicated computer to run the Web Server components of Hyperion Enterprise, you must configure IIS on that computer. The Hyperion Enterprise Web Server is supported on Windows 2003 and Windows 2008 servers. After you have instaed IIS on the Web Server, you can insta the Web Appication component. Note: You can insta IIS ony on Windows 2003 or Windows 2008 Server computers. When you insta Windows 2003 Web Edition or Enterprise Edition, IIS is instaed and configured automaticay. If you are using Windows 2008 Standard Edition, IIS wi have to be instaed separatey, but the ASP.NET and IIS 6 Management Compatibiity has to be enabed. ä To insta and configure IIS for the Hyperion Enterprise Web Server: 1 Make sure that your Word Wide Web Pubishing Service is running. To check this, seect Start > Settings > Contro Pane > Services and make sure that this service has a Started status. 2 Depending on the Windows operating system that you are using, Seect either of these options: For Windows 2003 Server, if Active Server Pages are not aready instaed, seect Start > Contro Pane > Add Or Remove Programs > Add / Remove Windows Components > Appication Server > Internet Information Services (IIS) > Word Wide Web Service > Insta Active Server Pages. For Windows 2008 Server, to check the status of Internet Information Services (IIS), perform these tasks: a. Seect Start > Administrative Toos > Server Manager > Roes. Instaing and Configuring Microsoft IIS 117

b. Right-cick on Roes and seect Add Roes. c. Seect Web Server (IIS) and cick Next. d. Introduction of Web Server page is dispayed and cick Next to continue. e. Seect ASP.NET, and IIS 6 Management Compatibiity options in the roe services pane to insta Web server (IIS) and cick Next. f. Confirm instaation seection for Web server (IIS) and cick Insta and cose the window. Verifying the IIS Instaation ä To verify the IIS instaation : 1 Depending on the Windows Operation system that you are using, seect either of these options: From the Windows 2008 Server Start menu, seect Start > Administrative Toos > Server Manager > Configuration. From the Windows 2003 Start menu, seect Programs > Administrative Toos. 2 Doube-cick the Services icon. The Services diaog box is dispayed. 3 From the Services ist, seect IIS Admin Service. 4 Take one of these actions: If the status is started, cick Stop. Cick OK in the diaog box to stop the isted services. When the IIS Admin Service is stopped, cick Start. If the status is not started, cick Start. Note: Stopping the IIS Admin Service automaticay stops the FTP Pubishing Service, Microsoft SMTP Service, and the Word Wide Web Pubishing Services. 5 Repeat Steps 3 through 4 for Word Wide Web Pubishing Service. 6 Cick Cose to cose the Services diaog box. 7 Cose the Contro Pane. Prerequisites for configuring IIS Compete the foowing prerequisites to configure IIS: User and password information for anonymous user must be specified. For more information on specifying directories and user vaues, see Setting Up Server Components on page 45. The anonymous user must be a part of the oca administrator s group. Metadata must be aready oaded into the appication 118 Manua Configuration of Web Environment

Checking IIS Configuration For configuring Hyperion Enterprise Web Server to access Hyperion Enterprise andhyperion Enterprise Reporting, see Configuring the Hyperion Enterprise Web Appication on page 72. ä To check IIS configuration on Windows 2003 Server, do the foowing: 1 From the Windows desktop, seect Start > Run, in the Open text box type inetmgr. The Internet Information Services (IIS) Manager diaog box is dispayed. 2 In the eft pane in the Internet Information Services diaog box, traverse to HEWeb virtua directory or the virtua directory specified during the instaation of Hyperion Enterprise. 3 Right-cick virtua directory and from drop-down menu seect Properties. The <virtua directory name> Properties diaog box is dispayed. 4 On the Virtua Directory tab: a. Seect the Read check box. b. In the Appication Settings group box enter the name of the virtua directory you have specified in the Appication Name fied. c. In the Execute Permissions drop-drown ist, seect Scripts Ony. Note: Do not set the Execute Permissions drop-down ist vaue to None. d. In the Appication Protection drop-down ist, seect Low (IIS Process). 5 On the Directory Security tab: a. In the Authentication and access contro group box, seect Edit. The Authentication Methods diaog box is dispayed. b. In the Authentication Methods diaog box, seect the Enabe anonymous access check box. The User name and Password text boxes in the Enabe Anonymous Access group box are now editabe. c. In the Enabe Anonymous Access group box, enter username or cick Browse. The Seect User diaog box is dispayed. d. In the Seect User diaog box, seect username from the Seect User diaog box, then type password. e. Cick OK to save vaues in Authentication Methods diaog box. 6 Cick Appy, then cick OK in the <virtua directory name> Properties diaog box. ä To check IIS configuration on Windows 2008 Server, compete the foowing tasks: 1 From the Windows desktop, seect Start > Run, in the Open text box type inetmgr. The Internet Information Services (IIS) Manager diaog box is dispayed. Instaing and Configuring Microsoft IIS 119

2 In the eft pane in the Internet Information Services diaog box, traverse to HEWeb virtua directory or the virtua directory specified during the instaation of Hyperion Enterprise. 3 In the right pane of the virtua directory, under IIS section, doube-cick on the Hander Mappings icon. The Hander Mappings diaog box is dispayed. 4 Under the action pane, seect Edit Feature Permissions ink. 5 Seect the Read, Script and Execute check boxes and cick OK. 6 In the right pane of the virtua directory, under IIS section, doube-cick on the Authentication icon. The Authentication diaog box is dispayed. 7 In the Authentication diaog box, seect the Anonymous Authentication. 8 To enabe the Anonymous Authentication, compete this task: Under the action pane, seect Enabe option for the Anonymous Authentication. 9 To edit the Anonymous Authentication detais, perform these tasks: a. Under the action pane, seect Edit. The Edit Anonymous Authentication Credentias diaog box is dispayed. b. Seect Specific user option and cick Set. The User name and Password text boxes in the Set Credentias box are now editabe. c. In the Set Credentias box, enter username and password. d. Cick OK to save vaues in Authentication diaog box. e. Cick OK to cose the Edit Anonymous Authentication Credentias diaog box. Performance Tuning It is recommended that you adjust the performance tuning for the server in Windows. This adjustment reduces the interna system priority of foreground appications. ä To adjust performance: 1 From the Windows Start menu, seect Settings > Contro Pane. 2 From the Contro Pane, doube-cick the System icon. 3 From the System Properties diaog box, seect the Performance tab. 4 Drag the Appication Performance sider bar to None. Consider foowing server updates for improved performance: RAID controer shoud be set to 50/50 read/write. Hyperthreading shoud be turned off. If Termina Services\Citrix is being used with a backend fie server, NICs on a the servers shoud be set to Fu Dupex. 120 Manua Configuration of Web Environment

Anti-virus software rea-time scan shoud excude appication and program foders. Aternativey disabe rea-time scanning and run fu system scans at schedued down-times. Performance Tuning 121

122 Manua Configuration of Web Environment

B Hyperion Enterprise Documentation In This Appendix Browser-Based Hep for Hyperion Enterprise Windows 32 bit cient and Web...123 Viewing and Printing PDF Fies...124 Hyperion Enterprise documentation incudes onine browser-based hep for Hyperion Enterprise Windows 32 bit cient and Web, and portabe document format (PDF) fies. This appendix provides information about the documentation and its use. Browser-Based Hep for Hyperion Enterprise Windows 32 bit cient and Web Browser-Based Hep for Hyperion Enterprise Windows 32 bit cient and Web give you immediate answers to many common questions. If you want information about a specific diaog box or Web page, make sure the diaog box or Web page is open and active. Accessing Browser-Based Hep for Hyperion Enterprise Windows 32 bit cient Each Hyperion Enterprise product is instaed with browser-based hep. The browser-based hep contains the foowing types of information: Procedura information that you need to compete tasks in Hyperion Enterprise Window and diaog box expanations ä To access the onine hep, use any of these methods: Seect Hep > Contents whie using the product. Press F1 whie in the product. Cick the Hep button in a diaog box. Browser-Based Hep for Hyperion Enterprise Windows 32 bit cient and Web 123

Accessing Browser-Based Hep ä To access the browser-based hep, cick the Hep button at the top of the Web page. ä To print a browser-based hep topic, dispay the topic, then right cick in the topic and cick Print. Viewing and Printing PDF Fies PDF fies are eectronic versions of Hyperion Enterprise documentation. They contain conceptua and procedura information, as we as exampes, to assist you in using Hyperion Enterprise. You use Adobe Acrobat Reader to view and print PDF documents. The PDF documents in this instaation are compatibe ony with Adobe Acrobat Reader 7.0 and ater. If you have an earier reease of Acrobat Reader on your computer, you must insta ater reeases from the Adobe Web site at http://www.adobe.com. ä To view and print a PDF fie: 1 Open the fie by one of these methods: From the Windows, start Acrobat Reader icon, then open a PDF fie from your Hyperion Soutions directory. To access the PDF fies for Hyperion Enterprise Getting Started Guide, Hyperion Enterprise Administrator s Guide, Hyperion Enterprise User s Guide, Hyperion Enterprise API Reference Guide, and Statutory Consoidation Engine User s Guide, see Orace's Technoogy Network (OTN). 2 To print the document, seect Fie > Print, specify which pages you want to print and the number of copies, then cick OK. PDF Fies for Hyperion Enterprise The setup program instas the Hyperion Enterprise PDF fies shown in Tabe 17. Tabe 17 PDF Fies for Hyperion Enterprise Fie Name Ace.pdf Admin.pdf Api.pdf GetStart.pdf User.pdf Document Hyperion Enterprise Statutory Consoidation Engine Guide Hyperion Enterprise Administrator s Guide Hyperion Enterprise API Reference Guide Hyperion Enterprise Getting Started Guide Hyperion Enterprise User s Guide 124 Hyperion Enterprise Documentation

C Program Fies Inventory In This Appendix Windows System Fies...125 Windows Registry Fies...126 Windows Crysta Fies...127 Windows Crescent Fies...128 This appendix shows the program fies instaed in your Windows system directories during instaation. The fies you receive are dependent on your operating system. Windows System Fies Fiename Date Time Size Version Vbscript.d 09/13/1999 07:59:34 426,256 5.0.0.3715 Cmpsfx32.d 10/12/2000 11:12:48 75,264 4.0.0.26 Co2c40en.d 11/18/1996 00:00:00 748,160 4.6.3.106 Compp32.d 10/12/2000 11:12:48 239,616 4.1.0.9 Crpe32.d 06/21/1999 05:00:00 5,797,888 7.0.100.15 Impode.d 11/18/1996 00:00:00 18,944 1.0.0.1 Mfcans32.d 10/12/2000 11:12:50 133,904 3.2.2.0 Mfcuia32.d 07/11/1995 09:50:00 5,632 3.0.0.0 msvcirt.d 06/17/1998 12:00:00 77,878 6.0.8168.0 Msvcrt.d 02/02/1999 12:00:00 266,293 6.0.8397.0 msvcrt20.d 10/12/2000 11:12:50 253,952 2.11.0.0 msvcrt40.d 02/08/1999 12:00:00 326,656 4.22.0.0 P2bbnd.d 11/18/1996 00:00:00 36,352 4.6.3.106 P2bdao.d 11/20/1996 00:00:00 87,040 4.6.3.112 P2ctdao.d 11/18/1996 00:00:00 50,176 4.6.3.106 P2irdao.d 11/18/1996 00:00:00 54,272 4.6.3.106 Windows System Fies 125

P2sodbc.d 11/18/1996 00:00:00 131,072 4.6.3.106 Pg32.d 11/18/1996 00:00:00 979,456 1.0.0.11 qpro32.d 10/12/2000 11:12:52 118,272 4.20.0.0 vbamap32.d 10/12/2000 11:12:52 14,848 2.1.0.0 Vb5stkit.d 01/16/1997 00:00:00 29,696 5.0.37.16 vbajet32.d 01/22/1999 12:00:00 30,992 6.0.1.8268 Asycfit.d 10/12/2000 11:12:48 147,728 2.40.4275.1 Book.abx 10/12/2000 11:12:48 1,558 Mapsm32x.d 10/12/2000 11:12:50 921,600 2.0.0.5 Mavim32x.d 10/12/2000 11:12:50 505,344 2.0.0.5 Cp5d32.d 10/12/2000 11:12:48 216,064 5.0.0.112 Roboex32.d 10/27/1998 11:08:04 317,952 7.0.142.0 Msvcp60.d 06/17/1998 12:00:00 401,462 6.0.8168.0 Apigid32.d 10/12/2000 11:12:48 113,664 4.0.0.0 Compobj.d 10/12/2000 11:12:48 30,400 2.10.35.35 Dzip32.d 10/12/2000 11:12:48 124,416 3.0.0.15 Gapi32.d 10/12/2000 11:12:48 98,304 5.5.1960.0 Idsnotes.d 10/12/2000 11:12:50 45,056 1.0.0.1 Oe2.d 10/12/2000 11:12:50 39,744 2.10.35.35 Oe2disp.d 10/12/2000 11:12:50 169,520 2.10.3029.1 Oe2ns.d 10/12/2000 11:12:52 153008 2.10.3029.1 Stdoe2.tb 10/12/2000 11:12:52 17,920 2.40.4275.1 Storage.d 10/12/2000 11:12:52 4,208 2.10.35.35 Typeib.d 10/12/2000 11:12:52 177,856 2.10.3029.1 Windows Registry Fies Fiename Date Time Size Version Wrapmai.ocx 10/12/2000 11:12:58 398,848 1.1.0.36 Comcat.d 10/12/2000 11:12:52 22,288 4.71.1441.1 Comct232.ocx 07/19/1997 16:00:18 155,920 5.1.43.19 Comct32.ocx 07/19/1997 16:00:28 604,432 5.1.43.19 Comdg32.ocx 05/07/1999 12:00:00 140,288 6.0.84.18 Dao2535.tb 12/05/1996 00:00:00 73,184 126 Program Fies Inventory

Spr32x30.ocx 09/21/1999 02:32:10 992,968 3.0.0.16 Mfc40.d 04/29/1999 12:04:00 924,432 4.1.0.6140 Mfc42.d 04/27/1999 12:00:00 995,383 6.0.8447.0 Mscomm32.ocx 06/24/1998 12:00:00 103,744 6.0.81.69 Msvbvm50.d 07/19/1997 15:55:40 1,347,344 5.1.43.19 Oeaut32.d 10/12/2000 11:12:56 598,288 2.40.4275.11 Oepro32.d 10/12/2000 11:12:56 164,112 5.0.4275.1 Ss32x25.ocx 10/12/2000 11:12:56 703,984 2.5.0.20 Stdoe2.tb 03/08/1999 12:02:26 17,920 2.40.4275.1 Tdbg6.ocx 10/12/2000 11:12:58 819,688 6.0.0.235 Threed32.ocx 10/12/2000 11:12:58 200,704 1.0.41.0 Vsocx32.ocx 10/12/2000 11:12:58 151,552 5.0.5.50 At.d 03/25/1999 07:42:10 73,785 3.0.8449.0 Cp5ocx32.ocx 10/12/2000 11:12:52 93,696 5.0.0.105 Tabct32.ocx 05/07/1999 12:00:00 209,408 6.0.84.18 Mscomct2.ocx 05/07/1999 12:00:00 645,616 6.0.84.18 Mscomct.ocx 05/13/1999 12:00:00 1,064,456 6.0.84.98 Msvbvm60.d 05/10/1999 12:00:00 1,384,448 6.0.84.95 Dssock32.ocx 10/12/2000 11:12:54 48,640 1.65.0.1 Fiename Date Time Size Version Dzocx32.ocx 10/12/2000 11:12:54 73,216 1.0.0.5 Oc30.d 10/12/2000 11:12:56 640,512 3.20.0.0 Oemsg32.d 10/12/2000 11:12:56 285,968 5.0.1460.8 Idsmai32.exe 10/12/2000 11:12:54 1,161,728 6.3.0.0 Windows Crysta Fies Fiename Date Time Size Version U2fxs.d 11/18/1996 00:00:00 69,632 4.6.3.106 U2ddisk.d 11/18/1996 00:00:00 45,056 4.6.3.106 U2dmapi.d 11/18/1996 00:00:00 124,256 4.6.3.106 U2fcr.d 11/18/1996 00:00:00 97,489 4.6.3.106 U2fdif.d 11/18/1996 00:00:00 49,152 4.6.3.106 U2fhtm.d 11/18/1996 00:00:00 109,568 4.6.3.106 Windows Crysta Fies 127

U2frec.d 11/18/1996 00:00:00 49,152 4.6.3.106 U2frtf.d 11/18/1996 00:00:00 153,761 4.6.3.106 U2fsepv.d 11/18/1996 00:00:00 53,248 4.6.3.106 U2ftext.d 11/18/1996 00:00:00 53,248 4.6.3.106 U2fwks.d 11/18/1996 00:00:00 53,248 4.6.3.106 U2fwordw.d 11/18/1996 00:00:00 69,632 4.6.3.106 Crxat32.d 11/18/1996 00:00:00 39,936 4.6.3.106 Windows Crescent Fies Fiename Date Time Size Version csvst32.ocx 07/08/1999 16:44:54 91,648 4.40.0.0 cschk32.ocx 07/08/1999 16:44:22 100,864 4.40.0.0 cscmd32.ocx 07/08/1999 16:47:04 100,864 4.41.0.0 cscomb32.ocx 07/08/1999 16:44:22 111,104 4.40.0.0 csform32.ocx 07/08/1999 16:44:22 91,136 4.40.0.0 csist32.ocx 07/08/1999 16:44:38 83,456 4.40.0.0 csmete32.ocx 07/08/1999 16:44:38 68,608 4.40.0.0 csopt32.ocx 07/08/1999 16:44:38 96,768 4.40.0.0 cspict32.ocx 07/08/1999 16:44:54 81,408 4.40.0.0 cspst32.ocx 07/08/1999 16:44:54 100,864 4.40.0.0 csspin32.ocx 07/08/1999 16:44:54 79,360 4.40.0.0 cstext32.ocx 05/28/1999 10:43:40 399,360 4.42.0.0 Cryst32.ocx 06/21/1999 05:00:00 993,996 6.3.0.609 128 Program Fies Inventory

D Product Inventory In This Appendix Hyperion Enterprise...129 Hyperion Enterprise API Reference Guide...129 Hyperion Aocations...129 Hyperion LedgerLink...130 Statutory Consoidation Engine (SCE)...130 Hyperion Retrieve...130 Hyperion AutoPiot...130 Appication Conversion SE to 6.5.1.1.000 Conversion Wizard...130 Appication Conversion 4.7 Through 6.3.0.0.000 to 6.5.1.1.000...130 Load Fie Conversion Utiity...131 Logic Fie Conversion Utiity...131 Hyperion Home Migration Utiity...131 This appendix describes the products that are shipped with this reease. Hyperion Enterprise Hyperion Enterprise is an advanced financia management reporting and consoidation system. Hyperion Enterprise consoidates data from mutipe sources and diverse genera edgers within an enterprise to provide a consistent, goba view of information. Hyperion Enterprise API Reference Guide The Hyperion Enterprise API Reference Guide provides a set of functions that aow high-eve access to the Hyperion Enterprise appication program interface (API) from any program. Hyperion Aocations Hyperion Aocations provides a set of aocation methods to manipuate data directy within your Hyperion Enterprise appication. It handes aocations across entities, periods, and Hyperion Enterprise 129

accounts and enabes the designer to define aocation rues and methods using a graphica aocation buider. Hyperion LedgerLink Hyperion LedgerLink automates the process of transating and importing data into Hyperion Enterprise. It integrates third-party genera edger and additiona feeder system data by using tempates appicabe to specific vendor appications. Statutory Consoidation Engine (SCE) SCE is an add-on product that works with Hyperion Enterprise to improve consoidation performance and functionaity for statutory appications. Hyperion Retrieve Hyperion Retrieve is an add-in to Microsoft Exce and is used to move data between the Hyperion Enterprise product appications and Exce worksheets. For exampe, when working in an Exce worksheet, you can retrieve data from a Hyperion Enterprise appication to incude in the worksheet. Hyperion AutoPiot Hyperion AutoPiot is a graphica too for automating Hyperion Soutions product tasks, such as oading data fies, consoidating, and running a book or reports, by grouping them into a singe task fow. Appication Conversion SE to 6.5.1.1.000 Conversion Wizard This wizard converts appications buit in Hyperion Enterprise SE to Reease 6.5.1.1.000. Appication Conversion 4.7 Through 6.3.0.0.000 to 6.5.1.1.000 There is no onger a conversion wizard for Reease 4.6 through Reease 5.x. You must either rebuid the Reease 4.6 appication in Reease 6.5.1.1.000 or convert the Reease 4.6 appication to Reease 4.7 using the Reease 4.7 conversion utiity and then use the Reease 4.7 through Reease 6.5.1.1.000 conversion utiity that is avaiabe in Reease 6.5.1.1.000. 130 Product Inventory

Load Fie Conversion Utiity The Load Fie Conversion Utiity converts oad fies from Hyperion Enterprise SE Reease 1.8.x or Hyperion Enterprise SE Reease 4.x to Reease 6.3.0.0.000 Logic Fie Conversion Utiity The Logic Fie Conversion Utiity converts ogic fies from Hyperion Enterprise SE Reease 1.8.x or Orace's Hyperion Enterprise SE Reease 4.x to Reease 6.5.1.1.000. Hyperion Home Migration Utiity With Hyperion Home Migration Utiity you can move the ocation of the common directory Hyperion Home. Load Fie Conversion Utiity 131

132 Product Inventory

E Ports In This Appendix About Defaut Ports...133 Shared Services Ports...133 Essbase System 9 Ports...134 Reporting and Anaysis Ports...137 Financia Performance Management Appications Ports...141 Data Management Ports...146 About Defaut Ports During Orace Hyperion Enterprise Performance Management System product depoyments, defaut port numbers for appication servers are automaticay popuated. During configuration, you can change the defaut numbers. Each port number must be unique. If an error message simiar to port aready in use or bind error is dispayed, a port number confict might exist. If the defaut port number is not changed, the software is configured with the defaut vaues. Shared Services Ports Tabe 18 Shared Services Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 58080 Orace's Hyperion Enterprise Performance Management System Configurator SSL isten port NA Appication server administration consoe (configure manuay) Shutdown Port for Apache Tomcat 58081 Appication server administration consoe (configure manuay) AJP connector port 58082 Appication server administration consoe (configure manuay) Tabe 19 Shared Services Defaut Service Ports Service Defaut Port Number Where Configurabe Orace's Hyperion Remote 58000 Orace's Hyperion Remote Authentication Modue instaation program About Defaut Ports 133

Service Authentication Modue Defaut Port Number Additiona dynamic port (1) Where Configurabe Not configurabe OpenLDAP 58089 UNIX: <HSS_HOME>/openLDAP/startOpenLDAP.sh Windows: Run sapd -d 1 -f sapd.conf -h dap:// hostname:portnumber UNIX and Windows: CSS.xm: <hub ocation=http://ocahost:hss Port> <dirport>openldap Port</dirPort> </hub> Essbase System 9 Ports Essbase Ports on page 134. Administration Services Ports on page 135. Provider Services Ports on page 136. Smart Search Command Line Utiity Ports on page 137. Essbase Ports Tabe 20 Essbase Defaut Service Ports Service Defaut Port Number Where Configurabe Orace Essbase Agent 1423 EPM System Configurator Essbase configuration fie (ARBORPATH\bin\Essbase.cfg) Modify the fie to incude AgentPort. For instructions, see the Essbase Technica Reference, Essbase.cfg Configuration Settings. Essbase server appications (ESSSVR) 32768 33768 (two ports per process) Orace Essbase configuration fie (ARBORPATH\bin\Essbase.cfg) To imit the range and set the increment for these ports, modify the fie to incude these settings: ServerPortBegin, ServerPortEnd, PortInc For instructions, see the Essbase Technica Reference, Essbase.cfg Configuration Settings. Orace Essbase Integration Services Server 3388 <AIS_HOME>/bin/ais.cfg Add -Pportnumber 134 Ports

Administration Services Ports Tabe 21 Administration Services Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 10080 EPM System Configurator Defaut Tomcat depoyment: <aas_home>/depoyments/tomcat/5.0.2.8/conf/ server.xm Parameter: Connector port Depoyed Tomcat depoyment (via EPM System Configurator): <Hyperion_Home>/ depoyments/<appservnameandversion>/aas/conf/server.xm Parameter: Connector port WebLogic and WebSphere: Appication server administration consoe SSL isten port 10090 Defaut Tomcat depoyment: <aas_home>/depoyments/tomcat/5.0.28/conf/ server.xm Parameter: Connector port Depoyed Tomcat depoyment (via EPM System Configurator): <Hyperion_Home>/ depoyments/<appservnameandversion>/aas/conf/server.xm Parameter: Connector port WebLogic and WebSphere: Appication server administration consoe Shutdown port for Apache Tomcat 10081 For defaut Tomcat depoyment ony: 10005 Depoyed Tomcat depoyment (via EPM System Configurator): <Hyperion_Home>/ depoyments/<appservnameandversion>/aas/conf/server.xm Parameter: Connector port Defaut Tomcat depoyment: <aas_home>/depoyments/tomcat/5.0.28/conf/ server.xm Parameter: Connector port WebLogic and WebSphere: Appication server administration consoe AJP connector port 10082 For defaut Tomcat depoyment ony: NA Depoyed Tomcat depoyment (via EPM System Configurator): <Hyperion_Home>/ depoyments/<appservnameandversion>/aas/conf/server.xm Parameter: Connector port Defaut Tomcat depoyment: NA WebLogic and WebSphere: Appication server administration consoe Essbase System 9 Ports 135

Provider Services Ports Tabe 22 Provider Services Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 13080 EPM System Configurator Defaut Tomcat depoyment: <aps_home>/depoyments/tomcat/5.0.28/conf/ server.xm Parameter: Connector port Depoyed Tomcat depoyment (via EPM System Configurator): <Hyperion_Home>/ depoyments/<appservnameandversion>/aps/conf/server.xm Parameter: Connector port WebLogic and WebSphere: Appication server administration consoe SSL isten port 13090 Defaut Tomcat depoyment: <aps_home>/depoyments/tomcat/5.0.28/conf/ server.xm Parameter: Connector port Depoyed Tomcat depoyment (via EPM System Configurator): <Hyperion_Home>/ depoyments/<appservnameandversion>/aps/conf/server.xm Parameter: Connector port WebLogic and WebSphere: Appication server administration consoe Shutdown port for Apache Tomcat 13081 For defaut Tomcat depoyment ony: 13005 Depoyed Tomcat depoyment (via EPM System Configurator): <Hyperion_Home>/ depoyments/<appservnameandversion>/aps/conf/server.xm Parameter: Connector port Defaut Tomcat depoyment: <aps_home>/depoyments/tomcat/5.0.28/conf/ server.xm Parameter: Connector port WebLogic and WebSphere: Appication server administration consoe AJP connector port 13082 For defaut Tomcat depoyment ony: NA Depoyed Tomcat depoyment (via EPM System Configurator): <Hyperion_Home>/ depoyments/<appservnameandversion>/aps/conf/server.xm Parameter: Connector port Defaut Tomcat depoyment: NA WebLogic and WebSphere: Appication server administration consoe 136 Ports

Smart Search Command Line Utiity Ports Tabe 23 Smart Search Command Line Utiity Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 16080 Defaut Tomcat depoyment: <Hyperion_Home>/depoyments/tomcat5/conf/ server.xm SSL isten port NA NA Parameter: Connector port Shutdown port for Apache Tomcat 16081 Defaut Tomcat depoyment: <Hyperion_Home>/depoyments/tomcat5/conf/ server.xm AJP connector port NA NA Parameter: Server port Reporting and Anaysis Ports Foundation Ports on page 137. Financia Reporting Ports on page 138. Interactive Reporting Ports on page 139. Web Anaysis Ports on page 139. EPM Workspace Ports on page 140. Appication Buider for J2EE Ports on page 141. Appication Buider for.net Ports on page 141. Foundation Ports Tabe 24 Reporting and Anaysis Defaut Service Ports Service Defaut Port Number Where Configurabe Foundation 6790 6810 See beow for detai on each port. Goba Services Manager (GSM) Core Service 6801 6800 EPM System Configurator <BIPLUS_HOME>/common/config/server.xm <host>machine.domain</host> <port>portnumber</port> Reporting and Anaysis Ports 137

Service Defaut Port Number Where Configurabe Name Service 6798 EPM System Configurator Remote Service Configurator. See the Hyperion Workspace Administrator's Guide. <BIPLUS_HOME>/common/config/config.dat Parameter: Port See the Hyperion Workspace Administrator's Guide. Service Broker 6797 Remote Service Configurator Job Service Event Service 6796 6794 See the Hyperion Workspace Administrator's Guide. Repository Service 6795 Tabe 25 Reporting and Anaysis Web Server Port Server Defaut Server Port Where Configurabe Apache and IBM 19000 <APACHE_HOME>/conf/httpd.conf IIS and Orace HTTP Server 80 Microsoft Internet Information Services (IIS) Manager Consoe. (Change the TCP port vaue setting.) Financia Reporting Ports Tabe 26 Financia Reporting Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 8200 EPM System Configurator SSL isten port NA Appication server administration consoe (configure manuay) Shutdown port for Apache Tomcat AJP connector port 8201 Appication server administration consoe (configure manuay). Note: The port number depends on the isten port (isten port + 1). 8202 <HYPERION_HOME>/common/httpserver/Apache/2.0.52/conf/HYSLWorkers.properties worker.financia_reporting.host=hostname.company.com worker.financia_reporting.port=portnumber worker.financia_reporting.type=ajp13 Note: The port number depends on the isten port (isten port + 2). 138 Ports

Tabe 27 Financia Reporting Defaut Service Ports Service Defaut Port Number Where Configurabe Orace Hyperion Financia Reporting, Fusion Edition Report Service Dynamic (2) <BIPLUS_HOME>/ib/fr_repserver.properties Parameters: HRRepSvrPort1, HRRepSvrPort2 Financia Reporting Scheduer Service Dynamic <BIPLUS_HOME>/ib/fr_scheduer.properties Parameter: HRSchdSvrPort Financia Reporting Print Service Dynamic <BIPLUS_HOME>/ib/fr_printserver.properties Parameter: HRPrintSvrPort Orace Hyperion Financia Reporting, Fusion Edition Communication Service 8299 <BIPLUS_HOME>/ib/fr_goba.properties Parameter: RMIPort Additiona dynamic port (1) Not configurabe Interactive Reporting Ports Tabe 28 Interactive Reporting Defaut Service Ports Service Defaut Port Number Where Configurabe Data Access Service (DAS) 6811, 6812 <BIPLUS_HOME>/common/config/irmconfig.xm Defaut Ports = portnumber,portnumber Orace's Hyperion Interactive Reporting Service 6813, 6814 <BIPLUS_HOME>/common/config/irmconfig.xm Defaut Ports = portnumber,portnumber Job Service 6815 <BIPLUS_HOME>/common/config/irmconfig.xm Defaut Ports = portnumber Log Service 6810 <BIPLUS_HOME>/common/config/irmconfig.xm Defaut Ports = portnumber Web Anaysis Ports Tabe 29 Web Anaysis Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 16000 EPM System Configurator Additiona isten ports (2) Dynamic Not configurabe Reporting and Anaysis Ports 139

Port Type SSL isten port Defaut Port Number NA Where Configurabe Appication server administration consoe (configure manuay) Shutdown port for Apache Tomcat AJP connector port 16001 Appication server administration consoe (configure manuay). Note: The port number depends on the isten port (isten port + 1). 16002 <HYPERION_HOME>/common/httpserver/Apache/2.0.52/conf/HYSLWorkers. properties worker.web_anaysis.host=hostname.company.com worker.web_anaysis.port=portnumber worker.web_anaysis.type=ajp13 Note: The port number depends on the isten port (isten port + 2). EPM Workspace Ports Tabe 30 EPM Workspace Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 45000 EPM System Configurator Additiona isten port (1) SSL isten port Dynamic NA Not configurabe Appication server administration consoe (configure manuay) Shutdown port for Apache Tomcat AJP connector port 45001 <BIPLUS_HOME>/AppServer/InstaedApps/Tomcat/5.0.28/Workspace/conf/server. xm <Server port=portnumber shutdown=shutdown> Note: The port number depends on the isten port (isten port + 1). 45002 <HYPERION_HOME>/common/httpserver/Apache/2.0.59/conf/HYSLWorkers. properties worker.workspace.host=hostname.company.com worker.workspace.port=portnumber worker.workspace.type=ajp13 Note: The port number depends on the isten port (isten port + 2). 140 Ports

Appication Buider for J2EE Ports Tabe 31 Appication Buider for J2EE Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 22080 Appication server administration consoe (configure manuay) SSL isten port 22090 Appication server administration consoe (configure manuay) Shutdown port for Apache Tomcat 22005 <HAB_INSTALL_DIR>/AppServer/InstaedApps/Tomcat/5.0.28/ AppicationBuider/conf/server.xm <Server port= portnumber shutdown= SHUTDOWN > AJP connector port NA NA Appication Buider for.net Ports Tabe 32 Appication Buider for.net Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 22080 EPM System Configurator SSL isten port 22082 Appication server administration consoe (configure manuay) Shutdown port for Apache Tomcat 22081 Appication server administration consoe (configure manuay) AJP connector port NA NA Financia Performance Management Appications Ports Financia Management Ports on page 142. Performance Scorecard Ports on page 142. Panning Ports on page 143. Strategic Finance Ports on page 143. Performance Management Architect Ports on page 144. Financia Performance Management Appications Ports 141

Financia Management Ports Tabe 33 Financia Management Defaut Service Port Service Orace Hyperion Financia Management, Fusion Edition Appication Server Defaut Port Number 135 pus ephemera high-range ports (1024 65536) Where Configurabe Windows settings Fix DCOM ephemera ports. See the Microsoft support artice describing how to set the ports used by DCOM: http:// support.microsoft.com. Search for restrict DCOM port. Tabe 34 Financia Management Web Server Port Web Server Port Where Configurabe 80 (HTTP) or 443 (when SSL is enabed) In Microsoft Internet Information Services (IIS) Manager Consoe, change the TCP port vaue setting. Performance Scorecard Ports Tabe 35 Performance Scorecard Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 18080 EPM System Configurator Appication server administration consoe (configure manuay) SSL isten port NA Appication server administration consoe (configure manuay) Shutdown port for Apache Tomcat 18081 EPM System Configurator Appication server administration consoe (configure manuay) Note: The port number depends on the isten port (isten port + 1). AJP connector port 18082 EPM System Configurator Note: The port number depends on the isten port (isten port + 2). Tabe 36 Performance Scorecard Aerter Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 18090 EPM System Configurator Appication server administration consoe SSL isten port NA Appication server administration consoe (configure manuay) Shutdown port for Apache Tomcat 18091 EPM System Configurator Appication server administration consoe (configure manuay) Note: The port number depends on the isten port (isten port + 1). 142 Ports

Port Type Defaut Port Number Where Configurabe AJP connector port 18092 EPM System Configurator Note: The port number depends on the isten port (isten port + 2). Panning Ports Tabe 37 Panning Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 8300 EPM System Configurator Additiona isten port (1) Dynamic Not configurabe SSL isten port 8303 Appication server administration consoe (configure manuay) Shutdown port for Apache Tomcat 8301 Appication server administration consoe (configure manuay) AJP connector port 8302 Appication server administration consoe (configure manuay) Tabe 38 Panning Defaut Service Port Service Defaut Port Number Where Configurabe Orace Hyperion Panning, Fusion Edition RMI Server 11333 <HYPERION_HOME>/common/RMI/1.0.0/HyperionRMI_Port.properties Parameter: registryport Note: If you change the port, you must run uninstahyperionntservicermi.cmd and then run instahyperionntservicermi.cmd. Strategic Finance Ports Tabe 39 Strategic Finance Defaut Service Port Service Defaut Port Number Where Configurabe Orace Hyperion Strategic Finance, Fusion Edition Server 7750 Orace Hyperion Strategic Finance, Fusion Edition administration too The defaut port vaue is in the registry. The key is in HKEY_LOCAL_MACHINE\Software\Hyperion Soutions\HSFService\RPCPort. The vaue is a string item that contains the port number as text. Each cient program incudes a registry item (accessibe with the Connect diaog box) to set port numbers for each contacted machine. The key for a cient program connection to a server is HKEY_CURRENT_USER\Software \Hyperion Soutions\Hyperion Strategic Finance Servers\<machinename> \NetworkPort. It is aso a string that contains a numeric vaue. Financia Performance Management Appications Ports 143

Performance Management Architect Ports Tabe 40 Performance Management Architect Web Appication Ports Port Type Defaut Port Number Where Configurabe Orace Hyperion EPM Architect, Fusion Edition UI Listen port 19091 (can be configured for SSL) EPM System Configurator SSL isten port Shutdown port for Apache Tomcat AJP connector port 19094 <HYPERION_HOME>/depoyments/Tomcat5/EPMAWebTier/conf/server.xm <Connector port= <ss_port>portnumber disabeupoadtimeout= true acceptcount= 100 debug= 0 scheme= https secure= true cientauth= fase ssprotoco= TLS agorithm= keystorefie= keystorepass= JKS keystoretype= /> Parameters: agorithm: certificate agorithm keystorefie: fuy quaified path to the keystore fie keystorepass: keystore password keystoretype: type of keystore, JKS is usuay the defaut 19092 EPM System Configurator <HYPERION_HOME>/depoyments/Tomcat5/EPMAWebTier/conf/server.xm For parameters, see the appication server documentation. 19093 EPM System Configurator <HYPERION_HOME>/Depoyments/Tomcat5/EPMAWebTier/conf/server.xm <Connector port= <ajp_port>portnumber protoco= AJP/1.3 enabelookups= fase debug= 0 /> Note: The connector tag shoud be added as a chid of Server->Service tag. Data Synchronizer Web Service (Performance Management Architect) Listen port 19101 (can be configured for SSL) EPM System Configurator SSL isten port 19104 <HYPERION_HOME>/depoyments/Tomcat5/EPMADataSynchronizer/conf/server.xm <Connector port= <ss_port>portnumber disabeupoadtimeout= true acceptcount= 100 debug= 0 scheme= https secure= true cientauth= fase ssprotoco= TLS agorithm= keystorefie= keystorepass= JKS keystoretype= /> Parameters: agorithm: certificate agorithm keystorefie: fuy quaified path to the keystore fie keystorepass: keystore password keystoretype: type of keystore, JKS is usuay the defaut 144 Ports

Port Type Defaut Port Number Where Configurabe Shutdown port for Apache Tomcat AJP connector port 19102 EPM System Configurator <HYPERION_HOME>/depoyments/Tomcat5/EPMADataSynchronizer/conf/server. xm For parameters, see the appication server documentation. 19103 EPM System Configurator <HYPERION_HOME>/depoyments/Tomcat5/EPMADataSynchronizer/conf/server. xm <Connector port= <ajp_port>portnumber protoco= AJP/1.3 enabelookups= fase debug= 0 /> Note: The connector tag shoud be added as a chid of Server->Service tag. Tabe 41 Performance Management Architect Dimension Server Defaut Service Ports Services Defaut Port Number Where Configurabe Server Manager 49500 BPMA_Server_Config.xm <ServerManagerPort>portNumber</ServerManagerPort> Process Manager Event Subscription 49501 BPMA_Server_Config.xm <Port>portNumber</Port> 49502 BPMA_Server_Config.xm <EventSubscriptionPort>portNumber</EventSubscriptionPort> Event Manager 49503 BPMA_Server_Config.xm <EventManagerPort>portNumber</EventManagerPort> Job Manager 49504 BPMA_Server_Config.xm <JobManagerPort>portNumber</JobManagerPort> Engine instances Data Access Layer (DB2 ony) 51000 51999 Dynamic BPMA_Server_Config.xm <MinEnginePort>portNumber</MinEnginePort> <MaxEnginePort>portNumber</MaxEnginePort> BPMA_Server_Config.xm Note: Performance Management Architect does not contro which port DB2 uses. However, the port that is used by DB2 can be specified in BPMA_Server_Config.xm so that Orace Hyperion EPM Architect, Fusion Edition can connect to the database. Tabe 42 Performance Management Architect Web Server Port Web Server Port Where Configurabe 80 Microsoft Internet Information Services (IIS) Manager Consoe. (Change the TCP port vaue setting.) Financia Performance Management Appications Ports 145

Data Management Ports Data Integration Management Ports on page 146. Transation Manager Ports on page 147. FDM Ports on page 148. Data Reationship Management Ports on page 148. Data Integration Management Ports Tabe 43 Data Integration Management Web Services Hub Ports Port Type Defaut Port Number Where Configurabe Listen port 7333 <WSH_HOME>, update the foowing fies: config/wshconfig.xm <HubPortNumber>portNumber</HubPortNumber> WSH.wsd <wsdsoap:address ocation=http://tchigate1:portnumber/ PowerCenter/services/Metadata/> SSL isten port Shutdown port for Apache Tomcat NA NA <wsdsoap:address ocation=http://tchigate1:portnumber/ PowerCenter/services/DataIntegration/> Parameter: A HTTP/1.1 Connector on port portnumber Note: See WebServicesProviderGuide.pdf, which is instaed in /WSHub/docs. jboss-3.2.1/server/defaut/depoy/jbossweb-tomcat.sar/meta-inf/jbossservice.xm jboss-3.2.1/server/defaut/depoy/jbossweb-tomcat.sar/meta-inf/jbossservice.xm Parameter: SSL/TLS Connector configuration NA AJP connector port 8009 jboss-3.2.1/server/defaut/depoy/jbossweb-tomcat.sar/meta-inf/jbossservice.xm Parameter: AJP 1.3 Connector on port nnnn 146 Ports

Tabe 44 Data Integration Management Defaut Service Ports Service Defaut Port Number Where Configurabe Orace's Hyperion Data Integration Management Server 4001 EPM System Configurator (if PowerCenter Server component is instaed) INFA Workfow Manager (instaed with the PowerCenter Cient component) Native INFA PowerCenter Server Configuration Utiity: m m Windows: <DIM_HOME>\Server\binpmsetup.exe (saves server configuration to Windows registry) UNIX: <DIM_HOME>/Server/binpmconfig (saves server configuration to the <DIM_HOME>/Server/bin/pmserver.cfg fie) Orace's Hyperion Data Integration Management Repository Server 5001 Separate port (between 5002-65535) for each repository in the Repository Server EPM System Configurator INFA PowerCenter Repository Server Configuration Utiity: m m Windows: <DIM_HOME>\RepositoryServer\bin\PmRsSetup.exe (saves server configuration to Windows registry) UNIX: <DIM_HOME>/RepositoryServer/binpmrsconfig (saves server configuration to the <DIM_HOME>/RepositoryServer/bin/pmrepserver. cfg fie) Transation Manager Ports Tabe 45 Transation Manager Web Appication Ports Port Type Defaut Port Number Where Configurabe Listen port 14080 EPM System Configurator SSL isten port 14090 <TransationManager_Home>/AppServer/InstaedApps/Tomcat/5.0. 28/HTMServer/conf/server.xm Parameter: Connector port Shutdown port for Apache Tomcat 14005 Appication server administration consoe (configure manuay) AJP connector port NA Appication server administration consoe (configure manuay) Tabe 46 Transation Manager Defaut Service Port Service Defaut Port Number Where Configurabe Orace's Hyperion Transation Manager RMI Server 11333 Orace's Hyperion Enterprise Performance Management System Configurator <HYPERION_HOME>/common/RMI/1.0.0/HyperionRMI_Port.properties Parameter: registryport Data Management Ports 147

FDM Ports Tabe 47 Service FDM Defaut Service Ports Defaut Port Number Where Configurabe Orace Hyperion Financia Data Quaity Management, Fusion Edition oad baancer Orace Hyperion Financia Data Quaity Management, Fusion Edition appication server 135 pus ephemera high-range ports (1024 65536) Windows settings Fix DCOM ephemera ports. For more information, see the Microsoft support artice describing how to set the ports used by DCOM: http://support.microsoft.com. Search for restrict DCOM port. Fie sharing 137 139, 445 Controed by the operating system. Enabe fie sharing between a WebLink appication servers and the data server and set port numbers: NetBIOS Datagram Service = port 138 NetBIOS Name Resoution = port 137 NetBIOS Session Service = port 139 If NetBIOS is turned OFF, then use SMB = port 445 Firewa 135 pus ephemera high-range ports (1024 65536) Windows settings Fix DCOM ephemera ports. For more information, see the Microsoft support artice describing how to set the ports used by DCOM: http://support.microsoft.com. Search for restrict DCOM port. Tabe 48 FDM Web Server Port Web Server Port Where Configurabe 80 (HTTP) or 443 (HTTPS) Microsoft Internet Information Services (IIS) Manager Consoe. (Change the TCP port vaue setting.) Data Reationship Management Ports Tabe 49 Data Reationship Management Defaut Service Port Service Defaut Port Number Where Configurabe Orace Hyperion Data Reationship Management, Fusion Edition 135 pus ephemera high-range ports (1024 65536) config.xm using the Data Reationship Management Consoe Windows settings Fix DCOM ephemera ports. For more information, see the Microsoft support artice describing how to set the ports used by DCOM: http://support.microsoft.com. Search for restrict DCOM port. 148 Ports

Tabe 50 Data Reationship Management Web Server Ports Web Server Ports Where Configurabe 80 (HTTP) Microsoft Internet Information Services (IIS) Manager Consoe. (Change the TCP port vaue setting.) 443 (HTTPS) Data Management Ports 149

150 Ports

A C D E F H I L M N P Q R S T U W Index A account ist, dynamic, 108 Administration Services defaut ports, 135 API Reference Guide, 129 Appication Buider J2EE, defaut ports, 141 Appication Buider.NET, defaut ports, 141 appication conversion wizards, 130 appication server system requirements, 17 appications compatibiity between reeases, 79 conversion utiities, 86 point of view, resetting, 108 requirements comparisons, between reeases, 79 resetting dynamic account ist criteria, 108 C cient workstations requirements, 13 compatibiity appication, 79 products, 27 compete instaation, 33 conversion utiities, 86 Crescent fies, Windows, 128 Crysta fies, Windows, 127 customized instaation program, 69 D Data Integration Management defaut ports, 146 Data Management defaut ports, 146 Data Reationship Management defaut ports, 148 databases server requirements, 15 defaut directories, instaing to, 26 directories component, 25 documentation incuded in the instaation, 123 dynamic account ist, 108 E Essbase defaut ports, 134 Essbase System 9 defaut ports, 134 F FDM defaut ports, 148 feature comparison, Hyperion Enterprise, 75 fie server requirements, 15 fies converting, 106 Crescent, 128 Crysta, 127 HOSTS, 22 HPAPP.DAT creating for Hyperion Retrieve, 69 LOAD.PER saving before instaation, 19 ogic, converting, 106 program, 125 128 registry, 126 Windows system, 125 Financia Management defaut ports, 142 Financia Performance Management Appications defaut ports, 141 Index 151

A C D E F H I L M N P Q R S T U W Financia Reporting defaut ports, 138 Foundation Services defaut ports, 133 H hep Browser-Based Hep for Hyperion Enterprise Windows 32 bit cient, 123 Browser-Based Hep for Hyperion Enterprise Windows 32 bit cient and Web, 123 Web, 124 HOSTS fie, 22 HPAPP.DAT fie creating for Hyperion Retrieve, 69 Hyperion Aocations, 129 Hyperion AutoPiot not incuded in sient mode insta, 31 overview, 130 Hyperion Enterprise Web Cient system requirements, 16 Hyperion Enterprise Web Server prerequisites, 23 system requirements, 16 Hyperion LedgerLink, 130 Hyperion Retrieve icon, creating, 69 Microsoft Exce, setting up with, 69 overview, 130 setting up, 69 I icon, creating for Hyperion Retrieve, 69 ID Windows user, 22 instaation additiona procedures, 69 compete, 33 customized, 69 Microsoft IIS Server, 23, 117 quick and sient mode, 29 reguar, 33 sient, 31 uninstaation of current reease, 109 workstation, 57 Interactive Reporting defaut ports, 139 inventory, product, 129 L oad fie conversion utiity, 131 LOAD.PER fie saving before instaation, 19 ogic conversion utiities, 104 ogic fie conversion utiity, 131 ogic fies, converting, 106 M Microsoft Exce, setting up with Hyperion Retrieve, 69 Microsoft IIS Server, instaing, 23, 117 N notes for quick and sient instaations, 32 P Performance Management Architect defaut ports, 144 Performance Scorecard defaut ports, 142 performance tuning, 120 Panning defaut ports, 143 point of view, resetting, 108 ports Administration Services, 135 Appication Buider J2EE, 141 Appication Buider.NET, 141 Data Integration Management, 146 Data Management, 146 Data Reationship Management, 148 Essbase, 134 Essbase System 9, 134 FDM, 148 Financia Management, 142 Financia Performance Management Appications, 141 Financia Reporting, 138 Interactive Reporting, 139 Performance Management Architect, 144 152 Index

A C D E F H I L M N P Q R S T U W Performance Scorecard, 142 Panning, 143 Provider Services, 136 Reporting and Anaysis, 137 Shared Services, 133 Smart Search Command Line Utiity, 137 Strategic Finance, 143 Transation Manager, 147 Web Anaysis, 139 EPM Workspace, 140 prerequisites Hyperion Enterprise Web Server, 23 quick instaation, 19 procedures, additiona for instaation, 69 products compatibiity, 27 inventory, 129 program fies inventory, 125 128 Provider Services defaut ports, 136 Q quick instaation, 29 R registry fies, Windows, 126 reguar instaation, 33 67 Reporting and Anaysis defaut ports, 137 requirements comparison, appication, 79 S security rights, setting up, 22 servers databases server requirements, 15 fie server requirements, 15 security rights, setting up, 22 system requirements, 17 TCP/IP connectivity, verifying, 22 Shared Services defaut ports, 133 sient instaation, 31 Smart Search Command Line Utiity defaut ports, 137 Statutory Consoidation Engine (SCE) overview, 130 prerequisites for instaation, 21 Strategic Finance defaut ports, 143 system extract conversion utiities, 104 system fies, Window, 125 system requirements appication server, 17 cient workstation, 13 database server, 15 fie server, 15 Hyperion Hyperion Enterprise, 13 Hyperion Enterprise Web Cient, 16 Hyperion Enterprise Web Server, 16 T TCP/IP connectivity, verifying, 22 Transation Manager defaut ports, 147 tuning performance, 120 U uninstaation current reease, 109 utiities conversion, 131 ogic conversion, 104 system extract, 104 W Web Anaysis defaut ports, 139 Web hep, 124 Windows Crescent fies, 128 Crysta fies, 127 registry fies, 126 system fies, 125 user IDs, 22 wizards, appication conversion, 130 EPM Workspace defaut ports, 140 workstations cient requirements, 13 Index 153

A C D E F H I L M N P Q R S T U W instaation, 57 154 Index