Planning

  To enable Planning recovery from a failure:

  1. Back up related components, as described in Common Backup Tasks.

    Note:

    Be sure to back up the Planning system database as well as all individual application databases.

    Backups of applications and related application databases must include these items:

    • The application in Essbase

    • The relational database for Planning and Oracle Hyperion Financial Reporting

    • Required Planning components

    Tip:

    Rather than back up the entire Windows registry, you can back up only these keys for Planning: HKLM/Software/Oracle* nodes and HKLM/System/CurrentControlSet/Services/Oracle*.

  2. Back up the Essbase outline files for your applications.

  3. Back up the full export of Essbase data. See Essbase.

  4. Back up any calculation scripts and substitution variables associated with Essbase.

  5. Back up the file system folder that contains Planning shared libraries:

    • 32-bit: EPM_ORACLE_HOME/products/Planning/lib

    • 64-bit: EPM_ORACLE_HOME/products/Planning/lib64

  6. UNIX: Back up custom scripts, such as startup files associated with Planning.

  7. Back up common components in EPM_ORACLE HOME/common/planning/11.1.2.0/lib.

  8. Ensure that the backup of EPM_ORACLE_HOME/products/Planning directory includes these files, and back them up manually if it does not:

    • log4J.properties

    • essbase.properties

  To recover after a failure:

  1. Stop all product and related services. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.

  2. Replace backed up files and directories in the original locations.

  3. Restore the Planning databases.

  4. Restart all servers and services.

See also Essbase Components.