Creating and Deploying Performance Management Architect Planning Applications

Note:

If you are using classic Planning, skip this section.

Performance Management Architect Planning applications are created from the Application Library.

Each Performance Management Architect Planning application requires a unique data source. A data source 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 point to an Essbase Server. See Creating Planning Data Source.

Note:

The Performance Management Architect Planning application creation process allows you to create a data source before deploying your application. However, Oracle recommends that you create the data source as the first step in creating the application.

The applications that you deploy become a part of the Application Library. Planning applications are listed also in Shared Services Console and Administration Services Console.

  To create an application:

  1. Access EPM Workspace. See Accessing EPM Workspace.

  2. Select Navigate, then Administer, and then Application Library.

  3. Select File, then New, and then Application.

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

  5. In Type, select Planning.

    Note:

    You can create an empty application, into which you can drag dimensions from the Dimension Library. To create an empty application, select Create Blank Application and click Finish.

  6. Optional: Enter or select information in the Planning area.

    1. To use multiple currencies, select Use Multiple Currencies.

    2. To create an Oracle Hyperion Workforce Planning, Fusion Edition, data cube in Essbase, select Workforce and enter a name.

    3. To create an Oracle Hyperion Capital Asset Planning, Fusion Edition, data cube in Essbase, select Capital Asset and enter a name.

  7. In Calendar area, perform these actions:

    1. Select Create New Local Period Dimension and enter a period name.

    2. Select Create New Local Year Dimension and enter information:

      • Year Name

      • Fiscal Start Year

      • Total Years

  8. Click Next.

  9. From the Dimension Selection window, choose the dimensions for the application. You must create the required default dimensions—Entity, Version, Scenario, Account, Year, Period, and Alias—and custom dimensions, if needed, as local dimensions. The required dimensions are in bold type.

    1. Click in the Dimension column, and then select Create New Dimension.

    2. Enter a dimension name.

    3. Click OK.

  10. Click Next to seed the dimensions that you created.

    Security access for custom dimensions can be defined only after you apply security to the dimension and its members.

    To apply security to custom dimensions:

    1. On the Application Settings tab, expand the node representing your application.

    2. Select the custom dimension for which the apply security property is to be defined.

    3. Select Apply Security.

  11. Click Validate. Correct reported errors. You can find detailed validation information in the Library Job Console. To open the Library Job Console, select Navigate, then Administer, and then Library Job Console.

  12. Click Finish.

    From the Dimension Library, you can add members for your application dimensions. At this stage, an icon for the application is displayed in the Application Library.

  13. Create dimension members. Dimension members are the highest level at which access control can be defined. To create dimension members:

    Note:

    Application dimensions can be protected by defining the users and groups that can access them. Access control can be defined for members of secure dimensions (default dimensions other than Currency, Period, and Year) from the Dimension Library.

    1. Right-click the application dimension for which you want to define a member.

    2. Select Create Member, and then As Child.

      Note:

      If you selected an existing dimension member, you can create a member as the child or sibling of the current member.

    3. In the New Member dialog box, enter a name for the member.

    4. Click OK.

  14. Optional: Specify plan type performance settings. To specify plan type performance settings:

    1. Right-click the application.

    2. Select Performance Settings.

    3. In Plan Type Performance Settings window, select a plan type (for example, Plan1, Plan2, or Plan3).

    4. To change the performance setting for a dimension, double-click in the Density column.

    5. Select a setting (Dense or Sparse).

  15. Deploy the application:

    1. In Application Library, right-click your Planning application.

    2. Select Deploy, and then Application.

      Performance Management Architect validates the application. If no errors are found, the Deploy window opens.

    3. Enter or select the required information. Consult online help for assistance.

      Note:

      You should select a data source for the application. See Creating Planning Data Source for instructions to create data sources using classic Planning. You can also create data source by clicking the Create Datasource button next to the Data Source drop-down list.

      Ensure that you select an appropriate application group from Shared Services Project list.

    4. Click Deploy.

      The deployment process takes awhile to finish. Performance Management Architect displays a deployment job ID that can be used to track deployment progress and reported errors.