Creating Data Sources

To create data sources for Classic Planning applications, enter the data source name and description, select a relational database, and specify details for the relational database and Essbase server. The relational database and Essbase server password information is stored as encrypted.

You can also set the application to Unicode mode. Unicode-mode applications support multiple character sets. When Essbase works with Unicode-mode applications, it uses the UTF-8 encoding form to interpret and store character text. Character-based artifacts in Unicode-mode applications, such as member and alias names, can include characters from different languages. For more information, see the Oracle Essbase Database Administrator's Guide.

  To create data sources for Classic Planning applications:

  1. In the Classic Application Wizard, click Manage Data Source, and then click Create Data Source.

    See Setting Up Classic Applications.

    Within Planning, you can also select Administration, then Data Source, then Create.

  2. Enter the data source name and description.

  3. Specify application database details:

    • Select Database Platform: Select a relational database

    • Server: Server hosting the database

    • Port: Port (for default ports, see Oracle Hyperion Enterprise Performance Management System Installation Start Here)

    • Database: Database name

    • User: Database username

    • Password: Database password

  4. For advanced users only: Optionally, create the data source using a custom URL instead of the information in the Server and Port fields. Click Custom, and then enter the URL for the data source in Connection URL.

    For detailed information on configuring the database with the EPM System Configurator and examples of URLs, see the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.

    Entering a custom URL overrides previous connection settings for server and port. To remove the custom URL and return to the previous server and port settings, clear the Custom check box.

  5. Click Validate Database Connection, and fix any issues that are noted.

  6. Specify Essbase server details:

    • Server: Server name

    • User: Server username

    • Password: Server password

    Note:

    If the default port number for Essbase, 1423, was changed to another number during Essbase configuration, the Essbase server must have the format serverName:newPortNumber. For example, if the Essbase server port number is set to 1400 during configuration and the Essbase server is run locally, the server name is localhost:1400.

  7. Click Validate Essbase Connection, and fix any issues that are noted.

  8. Optional: To set the application to Unicode mode, select Unicode Mode.

    For more information, see the Oracle Essbase Database Administrator's Guide.

  9. Click Finish.

  10. At the message that the data source was created successfully, click the X to close the message.

  11. Use the EPM System Configurator to select a cluster (instance) to use for the application. See the Oracle Hyperion Enterprise Performance Management Architect Administrator’s Guide or Online Help.