Hyperion Planning 11.1.2.2 Implementation Boot Camp V 12.3 README
Ownership: Oracle WW A&C Partner Enablement
Jeff Flores
About README
This README file is intended to:
1.
Provide an overview of the Hyperion Planning 11.1.2.2.2 Implementation Boot Camp
2.
Provide and direct readers to the information necessary to successfully prepare for and deliver the boot
camp
3.
Describe course distribution contents
4.
Describe enhancements in this version from previous version and list known issues that are being tracked
for future versions
The intended audience for this document is any person or persons responsible for preparing the delivery of the Hyperion
Planning 11.1.2.2 Implementation Boot Camp. This may include the boot camp instructor and/or others.
Table of Contents
1
Boot Camp Overview .................................................................................................................................................................................... 2
2
Boot Camp Preparation ............................................................................................................................................................................... 2
3
2.1
Facilities ................................................................................................................................................................................................... 2
2.2
Boot Camp Checklist ........................................................................................................................................................................... 3
Environment Preparation .......................................................................................................................................................................... 4
3.1
Local Environment ............................................................................................................... Error! Bookmark not defined.
3.2
Hosted Environment........................................................................................................................................................................... 7
4
Distribution Directory and File Descriptions ..................................................................................................................................... 8
5
Distributable Material Preparation ........................................................................................................................................................ 9
6
Distribution Version Information .........................................................................................................................................................10
For Oracle employees and authorized partners only.
Do not distribute to third parties.
© 2013 Oracle Corporation
Page 1 of 10
Hyperion Planning 11.1.2.2 Implementation Boot Camp V 12.3 README
1
Boot Camp Overview
The Oracle Hyperion Planning (HP) 11.1.2.2 Implementation Boot Camp is a fast-paced five -day class that provides a
comprehensive review of the functionality of Oracle Hyperion Planning product line. It includes lecture and extensive
hands on instruction use of the product and walks participants through the steps involved in an implementation of
Planning.
The Oracle Hyperion Planning 11.1.2.2 Implementation Boot Camp covers the mechanics and strategies for automating
the build process such as interface tables and reviews data loads using Load Rules to load the Planning database.
The course focuses on tasks that end-users must perform during the planning cycle. It walks students through creating
and modifying forms, working with forms to enter data, adding annotations, and other form features such as running
business rules and managing task lists.
It covers how to use the forms in the Smart View client and concludes the end-user perspective by going through
Workflow Management and the process of submitting a plan for review.
All content necessary to prepare for and successfully deliver this boot camp is contained within a set of files organized
within a standardized directory structure – see Distribution Directory and File Description chapter. This set of files is
referred to as the “course distribution”.
Please also see “Hyperion Planning 11.1.2 Implementation Boot Camp Instructor's Readme”
Please note that this lab can be run on any server with an up to date install of Hyperion Planning 11.1.2.2 and associated
shared services and provider services. The only discrepancies which will need to be dealt with on the fly are that users
will be required to use:
1. Credentials specific to that server and EPM instance
2. The start-up of services will need to be done according to the environment being used…e.g Services start
automatically on the Qubix provided instance, but are started by virtue of the Oracle Demo utility on the
“PTA_WIN2K8R2X64_QUBIX_HFM11G_V2” image when that is used
3. The paths in the outline command utility lab exercise will need to be changed to match that of the environment
on which the course is being run.
2
Boot Camp Preparation
Instructor selection and preparation are critical to successful delivery of this boot camp. At a minimum an instructor
should have the following background:
•
Substantial experience using Oracle Hyperion Planning Management
For Oracle employees and authorized partners only.
Do not distribute to third parties.
© 2013 Oracle Corporation
Page 2 of 10
•
Experience presenting technical training material
•
Substantial real-world experience delivering end customer implementations and solutions based on Oracle
Hyperion Planning
•
Hands-on experience working through the boot camp lab exercises in the remote OPNEC environment.
A prospective instructor should attend this boot camp as a participant prior to teaching it. Instructor preparation
consists of learning the material to be delivered, how it should be delivered and building and being in possession of the
necessary on-site materials to support the class.
Instructor knowledge of the subject area and detailed familiarity with the course material are among the most
important factors in successful boot camp delivery. Knowledge of the subject area should be covered by appropriate
instructor selection, but it is up to the individual instructor to adequately prepare to deliver the material. Accordingly,
prior to class, each instructor should:
1.
Carefully go though all presentation slides and review all slide notes. It is strongly recommended that an
instructor plan to augment the material with real world examples reflecting his/her experience. This can
stimulate great conversations and adds significantly to the value of the class.
2.
Ensure that the instructor understands how to access and use the Hyperion Planning 11.1.2.2 remote
environment on the OPNEC hosting service.
3.
Using the OPNEC remote hosting service, the instructor must work through all student labs at least twice
anticipating problem areas that students may encounter. It is hard to overemphasize the importance of being
well prepared to help students troubleshoot during the lab exercises. A successful boot camp depends greatly
on students having consistent success with the lab exercises.
2.1 Facilities
This boot camp is designed to be delivered in person or in a live virtual format. Based on own web conferencing tool
characteristics, as well as on physical facility, a suitable classroom should be arranged to accommodate the planned class
size. This is just a planning guideline. You should base your decision on your knowledge of your planned participants.
In Class Training (ICT)

Maximum Recommended Class Size
The maximum number of students recommended to successfully deliver of this boot camp is as follows:

o
One Instructor: 10 students
o
Two Instructors: 20 student
Classroom Requirements
o
Projector and Screen
For Oracle employees and authorized partners only.
Do not distribute to third parties.
© 2013 Oracle Corporation
Page 3 of 10

o
Whiteboard, markers, etc.
o
Sufficient power outlets to accommodate instructor and students.
o
Workstation for students to access the remote, OPNEC hosted environment. Students may bring their
own laptops to use as workstations or the classroom can provide the machines.
Network Requirements
o
This boot camp does not require network connectivity as all labs are stand alone. However, internet
connectivity is strongly recommended. This will allow students to download required software if they did
not do so prior to class.
o
For more information on the boot camp environment requirements, please ref to the Environment
Preparation Chapter.
Live Virtual Training (LVT)

Maximum Recommended Class Size
The maximum number of students recommended for successful delivery of this boot camp is as follows:
o
One Instructor: 10 actively participating students
o
Two Instructors: 20 actively participating students
Based on our experience due to attrition, no shows and passive participants you may consider planning for a class of
twice the above sizing and only assuming that half of the confirmed participants will be actively involved.

Network Requirements
o
Projector and Screen
o
Whiteboard, markers, etc.
o
Sufficient power outlets to accommodate instructor and students.
o
Workstation for students to access the remote, OPNEC hosted environmentBoot Camp Checklist
To successfully deliver this boot camp, we've outlined the main activities to follow in the preparation of your.
2.2 Boot Camp Checklist
To successfully deliver this boot camp, we've outlined the main activities to follow in the preparation of your.
SCOPING
Start Date
T-6weeks
T-6weeks
Tasks
Boot Camp Confirmed (environment exsits, demand confirmed…)
Set Boot Camp Schedule (days and hours - time zone)
For Oracle employees and authorized partners only.
Do not distribute to third parties.
© 2013 Oracle Corporation
Task Lead
Page 4 of 10
T-6weeks
T-6weeks
T-6weeks
Determine Instructor
Determine Method of Delivery (ICT or LVT)
Determine Environment Availability
Local Environment available to support the boot camp's technical environment
requirements
Note: if you need to download image from OPNEC, than request Generic FTP Account password and follow
associated process.
T-6weeks
T-6weeks
T-6weeks
Hosted Environment (HE) needed to support the boot camp's technical
environment requirements
Determine Boot Camp Capacity
Confirm Student Rates
For ICT:
For LVT:
Identify class venue - size, audioIdentify the web conferencing tool to use
visual tools, network requirements
Provide necessary training to instructor(s) on use
Identify recommended hotels
of web conferencing tools.
Arrange to have a moderator available to address
possible connection issues, login or access issues
that might arise.
EXECUTION
Start Date
T-5weeks
Pre-Boot Camp
Tasks
Familiarize with the boot camp kit content - Instructor Notes, student labs, course
presentation slides, including slides notes.
T-5weeks
T-5weeks
You might use the DataSheet in the existing format or Customize it according to your
need - agenda, breaks, lunch, learning prerequisites, and workstation requirements
Open the Event for registrations
Promote Event
T-4weeks
Note: To make use of Oracle communications channel, please reach to your Oracle contact for details.
T-1weeks
If HE: Request access via your Oracle contact to the provisioning of a bootcamp
environment (OPNEC)
Confirm Event
For ICT: Confirm class venue,
For LVT: Set event via web conferencing tool
catering service
Confirm list of students
If HE: Request via your Oracle contact the Array/SSL Accounts for instructor and
students
If HE: Receive and test from your Oracle contact the Array/SSL Accounts and OPNEC
Access Instructions
T-1weeks
T-1weeks
T-1weeks
Send Confirmation Emails with the required steps to take prior to attend the class prerequistes, workstations requirements, student materials, Array/SSL Accounts, etc.
Have all necessary printed/electronic material ready to distribute to students.
Prepare the evaluation forms and the attendance file
T-4weeks
T-2weeks
T-2weeks
T-2weeks
T-1weeks
For Oracle employees and authorized partners only.
Do not distribute to third parties.
© 2013 Oracle Corporation
Task Lead
Page 5 of 10
T-2days
Start Date
T
T
T
T
Start Date
T+1weeks
T+1weeks
3
If HE: Students test Array/SSL Accounts
During Boot Camp
Tasks
Run the class
Have students sign in the attendance sheet
Distribute Evaluation Forms
Brief students on next steps – certificate of attendance, become an OPN Specialist
(tests/exam)
Post Boot Camp
Tasks
Send the attendance and evaluation forms to your Oracle contact
Request Certificates of Attendance from your Oracle contact
Task Lead
Task Lead
Note: all students attending ¾ of training duration are eligibile to receive a Certificate of
Attendance. Please address your request to your regional contact.
Environment Preparation
Labs for this boot camp are conducted using the Oracle “PTA_WIN2K8R2X64_QUBIX_HFM11G_V2” Image, a fully
functional virtual machine based demo environment.
The Oracle “PTA_WIN2K8R2X64_QUBIX_HFM11G_V2” Image is hosted by the OPNEC and must be provisioned for the
boot camp.
Student machines must meet the requirements as stated in the Datasheet, in order to be able to access the OPN
Enablement Environment (OPN EE).
Images can be installed locally on individual workstations (“Local Option”) or instances of the image may be hosted on
servers and accessed remotely from individual student workstation via remote desktop software (“Hosted Option”).
Note that this option is determined for each scheduled boot camp delivery. Consult the Boot Camp schedule to
determine the lab environment option planned for a particular scheduled delivery.
For Oracle employees and authorized partners only.
Do not distribute to third parties.
© 2013 Oracle Corporation
Page 6 of 10
3.1 Lab Environment Setup and Preparation
Lab environment preparation refers to steps that must be completed ahead of the boot camp delivery to provide
the necessary infrastructure to support the boot camp labs. For this boot camp, labs are conducted on virtual
machine images running on individual standalone student workstations or on an image hosted on the OPN internal
Cloud.
Lab environment preparation consists of:

Providing Hyperion Planning 11.1.2 Implementation Boot Camp Data Sheet.pdf and Hyperion Planning
11.1.2 Implementation Boot Camp Environment Setup.doc files to instructor so that he/she is aware of
environmental requirements and can provide and configure their personal workstation accordingly.

Providing Hyperion Planning 11.1.2 Implementation Boot Camp Data Sheet.pdf file to prospective students
along with instructions to prepare their workstations according to the requirements stated in the Hyperion
Planning 11.1.2 Implementation Boot Camp Data Sheet.pdf file
OR

Procuring hardware for the use by students and preparing hardware according to the requirements stated in the
Hyperion Planning 11.1.2.2 Implementation Boot Camp Data Sheet.pdf file
Refer to the environment setup document, Hyperion Planning 11.1.2.2 Implementation Boot Camp Environment
Setup.doc for detailed information on hardware requirements and steps to prepare student workstations.
3.2 Local environment
The Hyperion Planning training is delivered on a windows server 64 bit environment. This requires a minimum of 3.5 gig
of ram to run (excluding that of the Operating system on the Host machine). If run on laptops they should be 64 bit, 8 gig
of ram recommended. Requires 100 gigabytes of disk space to be available, this can be run from a USB drive if required.
The image cannot be retained by the users and will need to be deleted on completion of the course.
VM download
Oracle can provide you access to product image. Please find below the process to request the image:
1. Request Generic FTP Account from your Oracle contact
2. Provide the following data:
 Company Name
 Moderator or Instructor contact information (name, work email address, and work phone number
To support the local option environment, student workstations must meet these specifications:
Hardware
o
CPU: 1.5 Ghz or faster
o
RAM: 8 GB
For Oracle employees and authorized partners only.
Do not distribute to third parties.
© 2013 Oracle Corporation
Page 7 of 10
o
Hard Disk Space: 100 GB Free Space
o
One USB 2.0 capable
Software
o
OS: MS Windows 7 64 bit
o
Virtual Machine Hosting Software (depends upon selected image format):

VMWare Workstation, Player or Server (Server and Player are Free Products)
3.3 Hosted Environment
Oracle can support you in rolling the boot camp by providing you access to our OPN Enablement Environment (OPNEC).
Disclaimer: Hosted Environment will be provided based on available capacity and alignment with Oracle strategic
direction.
Before the boot camp delivery the instructor must reserve one OPNEC environment per student and obtain general
array credentials (Username/Password) from the Oracle OPNEC team (WWAC_BOOTCAMP_ENABLEMENT_WW@oracle.com ). The OPNEC team will request the following information to begin
setting up remote environments for students:

Boot camp name and version

Start and end dates

Location (in-class location or live virtual training event)

Number of students

Moderator or instructor contact information (name, email address, phone)

Student contact information (name and email address). This information may not be known
during initial contact with OPNEC for environment registration. However, prior to boot camp
delivery, OPNEC needs to establish general array VPN access for each student and will need the
student contact information.

Instructor should read the OPNEC Access Instructions.
To support the hosted option environment, student workstations must meet these specifications:
Hardware
o
CPU: 1.5 Ghz or faster
o
RAM: 2 GB
o
Hard Disk Space: 4 GB Free Space
Software
For Oracle employees and authorized partners only.
Do not distribute to third parties.
© 2013 Oracle Corporation
Page 8 of 10
o
OS: MS Windows 7 (32 bit or 64 bit)
o Note: User must have full local admin rights on the system
It must also be possible for the user to trun off Windows UAC
o
Minimum MS Internet Explorer 6.0 w/Active X enabled / can use up to IE 8
o
MS Remote Desktop Connection software

Note: This is software is installed by default with XP and Vista installations. If the selection of this
option was overridden at OS install time or if this feature was removed post OS installation, it must be
added from Control Panel which may require the original OS install CD/DVD. In XP by default,
Remote Desktop
Connection can be accessed from the Start menu as follows:
Start ->All Programs -> Accessories -> Remote -> Desktop Connection
4
Distribution Directory and File Descriptions
The course distribution consists of a distribution home directory, subdirectories, and a number of files. The directories
and their contents are described below:
Read Me.doc: first-stop required to gain a quick understanding of the boot camp preparation steps.
Instructor Kit:





Boot Camp Data Sheet (doc) - a print-ready, externally distributable document providing an overview of
the course, pre-requisites, suggested agenda, environment – workstation requirements, etc;
Course Presentations (ppt) - all required files to conduct the course.
Lab Materials (doc) - all required files to conduct the lab exercises
Bootcamp Data Sheet – course description
Instructor’s Readme – instructor reference
Student Kit:

Course Presentations
Hyperion Planning 11.1.2.2 Implementation Boot Camp.pdf

Lab Materials (pdf) - all required files to conduct the lab exercises.
Hyperion Planning 11.1.2.2 Implementation Boot Camp Laboratory Manual.pdf
5
Distributable Material Preparation
For Oracle employees and authorized partners only.
Do not distribute to third parties.
© 2013 Oracle Corporation
Page 9 of 10
This boot camp provides material that can be distributed in a printed or electronic format depending on the class type
(in class or live virtual).
Documents can be printed using any available printing service. Following are some best practices:




Print cover pages in color on glossy cardstock
Black and white is sufficient for document files
Print Student Manual in duplex as it is a lengthy file
Bind printouts using spiral binding as it lays flat when in use.
Some alternatives for electronic material distribution include:




6
Burn to CD/DVD and distribute to each student in class
Copy to portable media (e.g. USB drive) and “pass around the room” at the beginning of class
Email to students prior to class.
As a convenience – the boot camp materials for Hyperion Planning are also stored on the local D:\ Drive on the
virtual image when connected via Remote Desktop.
Distribution Version Information
Version Information

Current Version: V 11.1.2.2

Previous Version: V 11.1.1
Release Notes
1.
Hyperion Planning 11.1.2 Implementation Boot Camp Laboratory Manual V12
2.
Complete Rewrite of course focus on all new 11.1.2.2 features including Crystal Ball
3.
Updated Power point with new content - Hyperion Planning 11.1.2 Implementation Boot Camp v7
4.
Class Files supplied on image but made available in zipped file: 1Bootcamp.zip
For Oracle employees and authorized partners only.
Do not distribute to third parties.
© 2013 Oracle Corporation
Page 10 of 10