Creating Planning Data Source

Each Planning application requires a unique data source, which comprises connection information for a Planning application database and an Essbase Server. Because a Planning application database can store information from only one Planning application, each data source requires a unique database. Many data sources can use an Essbase Server.

Note:

The data sources that you create using this process can be used for classic and Performance Management Architect Planning applications.

  To create a data source:

  1. From EPM Workspace, select Navigate, then Administer, then Classic Application Administration, and then Planning Administration.

  2. Select Manage Data Source.

  3. Select Create Data Source.

  4. In Data Source Name, enter a name.

  5. From Select Database Platform, select the database type for the Planning application database.

  6. Enter connection information for Application Database and Essbase Server settings. Ensure that you enter information for an Essbase Server administrator (or Shared Services Administrator) in Essbase Server settings. Consult online help for assistance.

  7. Click Validate to validate the Application Database Connection and the Essbase Server Connection.

  8. Select Finish to create the data source.