Creating Classic Planning Application

  To create an application:

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

  2. Select Create Application.

  3. In Data Source, select a data source.

  4. In Application, enter an application name (maximum eight characters). Application names should not contain special characters (for example, a space or an asterisk).

  5. In Shared Services Project, select an application group to which the Planning application should be added.

    EPM System does not create a default Planning application group. You can create it as a custom group in Shared Services if needed. See Creating Application Groups.

  6. In Instance, select a Planning instance to support this application. The default instance is created when you deploy Planning using the EPM System Configurator.

    To add a Planning instance to create a Planning cluster, use the Oracle's Hyperion Enterprise Performance Management System Configurator. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.

  7. Optional: Select Sample Application to use sample Planning application settings.

    If you choose this option, you cannot select information on Calendar, Currencies, and Plan Types tabs.

  8. Optional: Enter or select information on the Calendar, Currencies, or on Plan Types tabs. Click Next after entering information on a tab. Consult online help for assistance.

  9. On the Finish tab, review the information that you selected. Click Finish to create the Classic Planning application.

    Note:

    The Planning application that you created is listed in the Essbase Servers node of Administration Services and in Shared Services Console under the node representing the application group that you selected in step 5.