How to Install Hyperion Planning / Workspace / Essbase Part 5 – Hyperion Planning

Now that we have the SQL Server installed and configured with our ‘hypdb’ database, we’re ready to install the System 9.3.1 suite. You can download the Hyperion applications from:

http://edelivery.oracle.com

I’ll be focusing this installation guide on:

Hyperion Performance Management and BI (9.3.1) Media Pack from Microsoft Windows (32 – bit)

You will need to download the following components:

Hyperion Shared Services Release 9.3.1 Microsoft Windows x86 Installer English
Hyperion Essbase Administration Services – System 9 Release 9.3.1.3 Windows Installer
Hyperion Essbase – System 9 Release 9.3.1.3 Server Windows Installer
Hyperion Essbase – System 9 Release 9.3.1.3 Client Windows Installer
Hyperion Essbase Integration Services – System 9 Release 9.3.1.3 Windows Installer (Optional)
Hyperion Provider Services Release 9.3.1.2 Windows Installer
Hyperion Planning – System 9 Release 9.3.1 Microsoft Windows x86 Installer English
Hyperion Reporting and Analysis – System 9 Services Release 9.3.1 Microsoft
Hyperion Reporting and Analysis – System 9 UI Services Release 9.3.1 Microsoft Windows x86 Installer
Hyperion Reporting and Analysis – System 9 Client Release 9.3.1 Microsoft Windows x86 Installer

Once Downloaded extract them all to a folder on your desktop called Hyperion. 

The first component to install and configure is Hyperion Shared Services.  Follow the below instructions and please feel free to leave any comments..

Hyperion Shared Services Install and Configure for System 9.3.1 Hyperion Planning

Easy now, before we start installing Hyperion Planning there’s a few simple system requirements that need to be me. Lets first talk hardware. As a stand alone version you’ll be pleased to know that you don’t have to wear tights over your head to steal the best server from the IT department. A decent pc or laptop with a reasonable supply of ram should do the trick. The spec and amount of ram all depends on the applications you intend to run but in my opinion you should go for at least 2gb ram and set your paging file size from 1.5 to 3 times that.

Although, after shedding a few tears, I have managed to install and configure Hyperion Planning with Essbase, Workspace and Reporting on Windows XP, I would recommend that you install on Windows Server 2003. Don’t get me wrong, Windows XP is a compatible operating system and once you know the configuration you could probably install it with chilly in your pants, but as a first install I’ll be showing this on Windows Server 2003.

If you’re familiar with VMWare then I’d definitely recommend creating a new workstation for Hyperion. Installing on VMWare workstation means you don’t need another PC and you can easily create a backup image once you have the full install working. The only down fall with VMWare install is that you need slightly more ram to allocate to the workstation. If you have 3gb or more then this would a wise choice. As a tip, if you don’t have access to VMWare you can install a trial version for 30 days, create your workstation with a full Hyperion install and then run it off the free VMWare player.

So let’s assume now that you have a workstation available with Windows Server 2003, what are the first step? First off, we need a database system available. I’ve chosen to use SQL Server 2008 Express simply because it’s free, easy to setup and works well. You can of course use the alternatives and follow along. In order to install and run SQL Server 2008 Express you need to install the following:

Windows Silverlight
Windows Powershell
Windows Installer 4.5
.Net Framework 3.5

Additionally for Hyperion Planning you will also need to ensure you have IIS manager and .Net Framework 2 installed.

In my next post Installing Hyperion Planning / Workspace / Essbase / Reporting – Part 1 I’ll be showing you how to install SQL Server 2008 Express correctly.