Oracle Essbase 9 Implementation Guide- P9 doc

Installing the Essbase Add-in for Microsoft Excel We have installed Essbase analytic server and EAS and we are left only with the reporting tool.. This step welcomes you to the installat

Installing the Essbase Add-in for

Microsoft Excel

We have installed Essbase analytic server and EAS and we are left only with the

reporting tool It's well known that most financial analysts are also Microsoft Excel

experts (or believe they are) When you tell them the reporting tool they will be

using is Microsoft Excel-based, you are almost certain to get your budget approved

1 To get started, double-click on the Essbase client executable file supplied

by Oracle Huh? This screen looks familiar from the previous component

installations You know which language to select Click OK when you

are ready

2 This step welcomes you to the installation of the Essbase client software, also known as the Essbase add-in As usual, there are some recommendations and

warnings, please click Next after you finish reading it.

3 In this step, as we have suggested before, please select the same country that

you have chosen in the Essbase analytics server and EAS installations In case you have forgotten, keeping the country variable consistent across all installed

components will make your life easier Once done, please click Next.

4 This step asks to read and agree to the EULA Read it carefully, and if you

agree and wish to continue, click Next.

5 This step has already detected the Hyperion home directory from a previous installation If your home directory is different, select your home directory

and then click Next.

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6 In this step, you are creating a directory for the Essbase client installation

Please choose c:\Hyperion and click Next when you are done.

7 We recommend that you select Typical and click Next As stated earlier,

the Typical installation gives you all of the tools included with the software Choosing Custom will really only provide more choices for samples.

8 This step requires you to select ESSLANG The ESSLANG variable defines

the locale of the computer Just like before, please feel free to select English.

9 This step summarizes all of the components required for the client installation

as well as the path Please look them over carefully Most importantly, verify

the path and that it is correct with consideration to the other components

installed on this machine Click Next when you are satisfied that everything

is correct

10 This steps shows that the Essbase client installation is in progress and we

recommend you not to take any more coffee breaks since you have already

taken a lot of breaks in the previous installations

This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009

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STATUTORY WARNING:

Too much coffee drinking is injurious to health!

When the installation wizard finishes installing the software, the Next

button will be enabled Please click Next to continue.

11 This step tells you that the Essbase client installation is completed Click

Next when you are ready.

12 Now, open Microsoft Excel As it loads you should briefly see a HYPERION

ESSBASE SPREADSHEET ADD-IN splash screen (shown below) Once

Microsoft Excel has finished loading, you should see a brand new menu

pick named Essbase that is usually located between the Window pick and

the Help pick This tells you that the Essbase client is successfully installed.

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A typical network setup

In the following diagram, we show you a high-level image of the Essbase installation you have just completed This is a very typical set up for most operations

Essbase Server Agent installed on network server

Network client PC workstations

with Microsoft Excel and the

Essbase Add-In for Microsoft

Excel installed

Various sources of data for your Essbase database

Essbase Lock-and-Send via Microsoft Excel Add-In

Data flat files sent from interfacing systems

External RDMS databases 1

Essbase Administration

Services (EAS) installed

on network client PC

workstation

2 3

4

To help you understand and recognize your creation, the network diagram is

divided into four sections which are explained below:

1 Raw data: Loading data from a little to a lot is easy in Essbase Data can be

sent directly to the database using the "Lock and Send" feature of the Oracle Essbase Add-in for Microsoft Excel Flat files received from other systems

can be easily rendered Essbase-friendly, using convenient and easy to use

data load rules Finally, vast amounts of data can be loaded using SQL data load rules that interface directly with relational databases

2 The Essbase server: Running on the Essbase server is also something known

as the Essbase agent Depending on your needs, it is always best to try and

use a dedicated server for your Essbase service But don't worry, if that's

not possible, we've found that Essbase does integrate nicely with other

applications that have been installed

This material is copyright and is licensed for the sole use by Paul Corcorran on 5th July 2009

8601 ave p #1, , lubbock, , 79423

Download at Boykma.Com

3 The developer client: This is on the desktop workstation that EAS is installed

on You will also want to have Microsoft Excel and the Oracle Essbase Add-in for Microsoft Excel installed on this machine as well A setup like this allows

the developer to quickly create and test many pieces of an Essbase application, such as calculation results, data load validations, and so on

4 End-user PC: This is your typical networked workstation that has decent

computing power and storage Having Microsoft Excel and the Oracle

Essbase Add-in for Microsoft Excel installed are all that is necessary to

provide the end-user with an extremely capable analysis and reporting tool

Summary

You did it! You've made it this far and haven't run away While the individual

installations have probably seemed routine or even mundane at times, we wanted

to give you the benefit of our experience This should have helped you avoid small

mistakes now that can cause big problems later

What we have created is a very capable basic Essbase installation Very basic in

Oracle Essbase terms means a very powerful set up Of course, there are many

optional configuration settings and tweaks that can make your Essbase system

virtually limitless All this and more, will be discussed in future chapters

Now that we have successfully installed Essbase, it is time for us to dive deeply

into the world of Essbase In our next chapter, we will talk more about Essbase

cube design consideration, Essbase application and database types, data storage

options By the end of the next chapter, you will be able to create your first Essbase

application and database