Installing Hyperion Strategic Finance

Hyperion Strategic Finance (HSF) is a powerful financial modeling and planning application, often used for long-term strategic forecasting, scenario planning, and mergers & acquisitions analysis. Its installation can be complex, involving several components and configurations. This guide provides a general overview; specific steps might vary based on your version of Hyperion and your environment.

Prerequisites

Before you begin, ensure you have the following:

• Operating System Compatibility: Verify your OS (Windows Server is common) is supported by your Hyperion version.
• Database: A supported database system (Oracle or Microsoft SQL Server) is essential. Ensure it's installed and configured. Note the database server name, port, username, and password.
• Hardware Requirements: Meet the minimum RAM, CPU, and disk space requirements as specified in the Hyperion documentation.
• Web Server: A compatible web server (e.g., Oracle HTTP Server (OHS), IIS) is required to host the HSF application.
• Java: A supported version of Java Development Kit (JDK) is necessary. Verify the version requirement in the Hyperion documentation. Set the JAVA_HOME environment variable correctly.
• Hyperion Installation Media: Obtain the Hyperion Strategic Finance installation files from Oracle.
• Administrator Privileges: You will need administrator privileges on the server to install the software.
• Oracle WebLogic Server (Generally Required): Hyperion often relies on WebLogic for application deployment and management. Ensure this is installed and configured.

Installation Steps

1. Install WebLogic Server: If required, install WebLogic Server first. Follow the Oracle documentation for WebLogic installation. Note the domain name, admin server port, username, and password.
2. Install Hyperion Foundation Services: Foundation Services are a crucial prerequisite for many Hyperion products, including HSF. Install these following the Oracle documentation. This installation often involves configuring a database connection and deploying components to WebLogic.
3. Install Hyperion Strategic Finance: Run the HSF installer. The installation wizard will guide you through the process. You will need to provide information such as the WebLogic domain details, database connection parameters, and installation directories.
4. Configure Data Source: Configure the data source for HSF to connect to your database. This is typically done through the Hyperion Configuration Utility or within the HSF administration interface.
5. Deploy Application to Web Server: Deploy the HSF application to your web server (e.g., OHS or IIS). This step ensures users can access HSF through a web browser.
6. Configure Security: Configure security settings, including user authentication and authorization. This might involve integrating with existing directory services (e.g., Active Directory).
7. Post-Installation Tasks: Perform post-installation tasks, such as importing sample data, configuring email settings, and verifying that all services are running correctly.
8. Testing: Thoroughly test the installation to ensure all features are working as expected. Test different scenarios and integrations.

Troubleshooting

Installation problems are common. Consult the Oracle Hyperion documentation and support resources for troubleshooting. Common issues include database connection errors, WebLogic deployment failures, and permission problems. Check log files for error messages.

Important Considerations

• Planning: Plan your installation carefully, considering your specific requirements and environment.
• Documentation: Always refer to the official Oracle Hyperion documentation for the most accurate and up-to-date information.
• Backups: Back up your system before starting the installation.

Installing Hyperion Strategic Finance requires careful planning and attention to detail. Following the steps outlined above, along with the official Oracle documentation, will help you successfully install and configure HSF.