Thursday, April 30, 2009

Hyperion Planning Installation Steps

This document demonstrates step by step procedure to install Hyperion Planning Software. This includes the installation and configuration of Hyperion components and other relative software.

First step is to download hyperion planning and related software from the following website

After entering the details you will be directed to the page below. Select Hyperion performance management and BI.

Download the following products:
1. Hyperion Shared Services Release 9.3.1 Microsoft Windows x86 Installer English (V11229-01)
2. Hyperion Smart View for Office Release Microsoft Windows x86 Installer ( V12736-01)
3. Hyperion Essbase - System 9 Release Server Windows Installer (V14762-01)
4. Hyperion Essbase Administration Services - System 9 Release Windows Installer-- (V14792-01)
5. Hyperion Planning - System 9 Release All Platforms Installer English-- V11378-01

After downloading the software. Extract the setup files from downloads and start installation.
Make sure that you don't check Launch configuration utility in the last step in the first run.

As seen above. complete installation of all 5 products below with out launching configuration utility.

Hyperion Shared Services
Hyperion Essbase
Hyperion Essbase Hyperion Essbase Administration Services -
Hyperion Planning - System 9 Release
Hyperion Smart View

The next step is to create relational databases or repositories for
Shared Services
Planning System tables
Planning Database
I used sql server 2005 to create above repositories.
After creating sql server repositeries, go to the server where you installed shared services and open Hyperion configuration utility from the start menu. we have to configure shared services first and then EAS and then planning.

The next step is to configure EAS. Open the foundation services on the server where you installed EAS and follow the procedure below:


  1. Thanks for all your time and effort spent keeping this blog up to date.

  2. Hey Ahamed,
    Thanks for your comment.
    can you please advise me on the content for the future posts.

    with regards,

  3. Thanks Dornakal.....Itz of gr8 help to all learning Planning....

    Coluld you plzmake it as pdf & upload it.....

  4. Hi Dornakal;

    your posts are very helpful.
    many thanks for posting the installation process of planning.
    long back i request you for installation of planning.

    Many thanks...

  5. Hi Mahesh,
    how are you.
    I remember your suggestion :-)
    I had to procure computer to install planning.
    Thanks for your comments.
    Please comment your suggestions so that I can post more based on your suggestions.
    have a great day.

  6. Hi Anu,
    I don't know whether I can post PDF in blog.
    I can make PDF document and mail you.
    please email me at

  7. Hi Dornakal,

    DO we need to install BI sevices for planning to function....Do we get the workspace UP if we dont Install BI.....

  8. Dornakal,
    Could you post more tutorials on Planning.What does a developer do on a Planning project....

    Appreciate your Effort.

  9. HI Dornakal,
    How are you?

    How do we know that there is no user connect to the planning server?


  10. Hi Mahesh,
    good morning.
    I am assuming that you are asking who is logged into planning application.
    you can check for this information in planning web application (front end)
    and look in view statistics.
    hope this helps.

  11. Hi,

    Can i know how many Datasource i have to create in SQL totally.

    When i create an instance, im getting an error as stated below,
    " System Failur: Error while retrievinf xml file from database"

    Please help me to resolve this.


  12. Hi Prabhu,
    i passed through the same error, when i was installing the planning.
    what you need to do is to have mixed mode authentication for the sql repository, which you careate and also be careful with user name and password when you enter your repository information in your confi utility.
    if you have same error i can walk you through.
    you can reach me at

    with best wishes,

  13. Thats really a great effort to take the screen shots and helping the newbies.. Thanks for the initiative and hope we get more valuable inputs from your blog. I am checking if you could comeout something on writing calculation scripts and optimizing techniques.

    Thanks once again.


  14. Hi Dornakal,
    How are you?

    i want know, How the planning unit related to enter the budget data into planning application.

    Can you please tell me that how the process inter related one another(i.e entering budget values and planning unit annotations).
    if possible explain with some example.


  15. Hi Dronakal,
    I am exactly following your steps, but i am facing some difficulty in the Essbase server configuration .
    Can you please eloberate the configuration of EAS . and is it necessary to install weblogic server prior to this step .
    My email id is

    Thanks for all your help
    Your efforts are very much appritiated


  16. Hi Dornakal,

    How are you. You are doing a very good job. Thanks.
    Though I never installed Planning 9.3.1, I will try this.
    Can you also post how to proceed with planning from the point this post ends.
    Manohar Rana

  17. Very good site with valuable information.
    1) I configured MSAD as user directory and "externalize users".
    2) In Windows Server 2003 AD added user to MSSQL group.
    3) SQL Server 2005 is "Mixed mode Authentication"
    4) I see the Windows user in SQL Server.
    5) Created databases using Windows user as dbo.
    6) In config utility, for db username and password, left it blank.
    7) When I was creating an instance for Planning, I got " System Failur: Error while retrieving xml file from database"
    Can this be due to Windows user?

    Do you have to use SQL Server authentication to create databases?


  18. Dears,
    I have a problem to run the workspace after installing and configuring the application.
    I'm sure that all services are up and running.
    I'm using the following URL to connect to the workspace :
    is it a correct URL or should I use another one.
    please help

  19. Hi Dornakal,

    I have installed and configured hyperion planning ver.9. But the workspace url is not working.I am using the following URL to open the workspace:

    but everytime its showing 'page cant be displayed'.
    Could you please help on this.