Planning Classic

This section covers the configuration of Oracle Hyperion Planning Classic applications in EPMware.

Overview

Oracle Hyperion Planning Classic integration requires specific configuration including password file generation, LCM permissions, and application properties setup.

Prerequisites

Before configuring Planning Classic:

[ ] Planning application installed and running
[ ] Administrator access to Planning
[ ] LCM Administrator role assigned to EPMware user
[ ] Network connectivity between EPMware and Planning
[ ] EPMware agent installed on Planning server

Password File Generation

EPMware requires an encrypted password file to authenticate with Planning applications.

Generate Password File

Important

The password file must be generated on the Planning application server using the Planning utilities.

Steps to Generate Password File

Log on to Planning Server
```
ssh planning_server
```

Navigate to Planning Directory

# Linux
cd /Oracle/Middleware/user_projects/epmsystem1/Planning/planning1

# Windows
cd D:\Oracle\Middleware\user_projects\epmsystem1\Planning\planning1

Run Password Encryption Utility

For Windows:

PasswordEncryption.cmd ew_hp_cl_pwd.txt

For Linux:

./PasswordEncryption.sh ew_hp_cl_pwd.txt

Enter Password When Prompted

Enter password to encrypt: ********
Password has been encrypted and written to the file ew_hp_cl_pwd.txt successfully!

Password File Location

Store the password file in a secure location:

Linux: /opt/epmware/config/planning_pwd.txt
Windows: D:\epmware\config\planning_pwd.txt

Configure Password File in EPMware

Navigate to Configuration → Applications
Select your Planning application
Locate PASSWORD_FILE property
Right-click and select Edit Properties
Enter the full path to the password file
Save configuration

LCM Administrator Role

The EPMware service account requires LCM Administrator privileges.

Grant LCM Administrator Role

Access Planning Workspace
```
http://planning_server:19000/workspace
```
Navigate to Shared Services
Administration → Shared Services Console
Assign LCM Role
Navigate to User Management
Find EPMware service account
Assign roles:
- LCM Administrator
- Planning Application Administrator (optional)
- Provisioning Manager (optional)

Verify LCM Access

Test LCM access using EPMware service account:

# Test LCM export
./Utility.sh /A:appname /U:epmware_user /P:password /EXPORT

LCM Error

If you see "Failed to authorize user for LCM migrations", the LCM Administrator role is not properly assigned.

Application Configuration

Basic Configuration

Configure Planning application properties in EPMware:

Property	Value	Description
APP_NAME	PLANNING1	Application name in Planning
APP_URL	http://server:8300/HyperionPlanning	Planning URL
INSTANCE_NAME	planning1	Planning instance name
EPM_INSTANCE_HOME	/Oracle/Middleware/user_projects/epmsystem1	EPM instance path
PASSWORD_FILE	/opt/epmware/config/pwd.txt	Password file path
PLANNING_USER	admin	Planning administrator user

Advanced Configuration

# Planning Configuration
planning.app.name=PLANNING1
planning.server.url=http://planning.company.com:8300
planning.admin.user=admin
planning.password.file=/opt/epmware/config/planning_pwd.txt

# Import Settings
planning.import.enabled=true
planning.import.type=LCM
planning.import.dimensions=Entity,Account,Product,Version,Scenario
planning.import.preserve.formulas=true
planning.import.preserve.member.order=true

# Deployment Settings  
planning.deployment.enabled=true
planning.deployment.method=OUTLINE_LOAD
planning.deployment.validate=true
planning.deployment.clear.all.data=false
planning.deployment.restructure.database=true

# Refresh Settings
planning.refresh.database=true
planning.refresh.security.filters=true
planning.refresh.create.blocks=false

Outline Load Utility Configuration

For direct outline loads:

Configure Outline Load

# Outline Load Settings
outline.load.utility.path=/Oracle/Middleware/EPMSystem11R1/products/Planning/bin
outline.load.command=OutlineLoad.sh
outline.load.parameters=/A:${app} /U:${user} /M /N /I:${file} /D:${dimension} /L:${log}
outline.load.delimiter=,
outline.load.escape.character=\

Outline Load Options

Parameter	Description	Example
/A	Application name	/A:PLANNING1
/U	Username	/U:admin
/M	Use password file	/M
/N	No validation	/N
/I	Input file	/I:/tmp/metadata.csv
/D	Dimension name	/D:Entity
/L	Log file	/L:/tmp/outline.log

Metadata Import Process

Configure Auto-Import

Enable automatic metadata import from Planning:

# Auto Import Configuration
import.auto.enabled=true
import.auto.schedule=0 0 2 * * ?  # Daily at 2 AM
import.auto.dimensions=ALL
import.auto.backup.before=true
import.auto.notification.enabled=true

Manual Import Steps

Navigate to Metadata → Import
Select Planning application
Choose dimensions:
Account
Entity
Product
Version
Scenario
Custom dimensions
Set import options:
Clear existing metadata
Preserve local changes
Validate after import
Click Import
Review import log

Deployment Configuration

Direct Deployment

Configure direct deployment to Planning:

# Direct Deployment
deployment.direct.enabled=true
deployment.direct.method=OUTLINE_LOAD
deployment.direct.async=false
deployment.direct.timeout=3600

Batch Deployment

Configure batch deployment:

# Batch Deployment
deployment.batch.enabled=true
deployment.batch.schedule=0 0 22 * * ?  # 10 PM daily
deployment.batch.size=5000
deployment.batch.parallel.dimensions=false

Security Filter Management

Configure Security Filters

# Security Filter Settings
security.filter.enabled=true
security.filter.refresh.after.deployment=true
security.filter.validate.before.deployment=true
security.filter.backup.existing=true

Security Filter Deployment

Define filters in EPMware
Map to Planning users/groups
Deploy filters
Refresh security in Planning

Calculation Scripts

Configure Calculation Scripts

# Calculation Settings
calc.run.after.deployment=true
calc.script.default=AggAll
calc.script.timeout=1800
calc.script.log.enabled=true

Common Calculations

Script	Purpose	When to Run
AggAll	Aggregate all data	After metadata changes
CalcAll	Calculate all data	After data load
ClearAll	Clear all data	Before major restructure

Business Rules

Business Rule Integration

# Business Rule Settings
business.rule.enabled=true
business.rule.runtime.prompts=true
business.rule.sequence=RuleSet1,RuleSet2
business.rule.error.handling=CONTINUE

Validation and Testing

Test Connection

Test Planning connection:

Navigate to Configuration → Applications
Select Planning application
Click Test Connection
Verify:
Network connectivity
Authentication
API availability
LCM access

Validation Checklist

[ ] Password file created and accessible
[ ] LCM Administrator role assigned
[ ] Application properties configured
[ ] Import test successful
[ ] Deployment test successful
[ ] Security filters working
[ ] Calculations running

Troubleshooting

Common Issues

Password File Not Found

Error: Cannot locate password file
Solution: Verify file path and permissions

LCM Authorization Failed

Error: Failed to authorize user for LCM migrations
Solution: Grant LCM Administrator role in Shared Services

Outline Load Failed

Error: Outline load utility error
Solution: Check dimension name and data format

Connection Timeout

Error: Connection to Planning timed out
Solution: Verify Planning services are running

Debug Mode

Enable debug logging:

# Debug Settings
debug.planning.enabled=true
debug.planning.api.calls=true
debug.planning.lcm.operations=true
debug.planning.outline.load=true

Log Files

Check these logs for issues:

Log File	Location	Content
Planning.log	$EPM_ORACLE_HOME/diagnostics/logs	Planning application log
OutlineLoad.log	/tmp/	Outline load results
LCM.log	$EPM_ORACLE_HOME/diagnostics/logs	LCM operations
EPMware.log	/opt/epmware/logs	EPMware operations

Best Practices

Password Management
Rotate passwords regularly
Use strong passwords
Secure password file access
LCM Operations
Schedule during off-hours
Backup before import
Validate after deployment
Performance
Optimize outline load files
Use incremental updates
Monitor calculation times
Maintenance
Regular database restructure
Archive old data
Monitor application size

Next Steps

After configuring Planning Classic:

Configure other target applications
Set up deployment schedules
Create workflows
Test end-to-end process