Editing Data Sources

For Oracle Hyperion Planning application administration, you can use the wizard to update the data source name, description, relational database, and details for the relational database and Oracle Essbase server.

To edit data sources:

  1. In the Planning Application Wizard, click Manage Data Source. See Setting Up Applications Using Planning Application Administration. Within Planning, you can also select Administration, and then select Manage Data Source.
  2. Select a data source, click Actions, and then select Edit.
  3. Update the data source name and description.
  4. Specify the application database details:
    • Server: Server hosting the database

    • Port: Port. For information about default ports and how to change them, see Oracle Hyperion Enterprise Performance Management System Installation Start Here.

    • Database: Database name

    • User: Database username

    • Password: Database password

  5. 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 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.

  6. Click Validate, and fix any issues that are noted.
  7. Specify Essbase server details:
    • Server: Server name

    • User: Server username

    • Password: Server password

  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 Validate, and fix any issues that are noted.
  10. Click Save.
  11. At the message that the data source was updated successfully, click the X to close the message.