Synchronizing Data to the Planning Server

If you are unfamiliar with Planning, see the Oracle Hyperion Planning User's Guide, available in the EPM Documentation Library. To open this library, from the Smart View ribbon, select the arrow next to Help, and then EPM Documentation.

When you synchronize to the server, all data changed within a forms taken offline since the beginning of the session is saved to the server. You can sync data from all forms at once or from selected forms and members.

To save changed data to the Planning server for all forms and members taken offline:

From the Planning ribbon, select Forms, and then Sync Back To Server.
Log in to the Planning server.
Click Sync Back All.
Click OK.

To save changed data to the Planning server for selected forms and members taken offline:

From the Planning ribbon, select Forms, and then Sync Back To Server.
Logon to the Planning server.
Click Next.
Double-click a dimension.
From the Member Selection page, select members and system variables.
Click OK.
Repeat steps 4–6 to select members or system variables for each dimension in the list.
Select Finish to save data.
Click OK, and thenDone.

Tip:	After you reconnect to the server, check that the work that you completed offline is correct in the database. If you lose a row or column of data when you refresh a form, contact the administrator.