Thursday, December 27, 2012

Hyperion Planning Maintenance Mode – How to



In Hyperion Planning, read-only mode is very useful especially when we are doing some changes in the Planning hierarchy or outline, and it is also useful while we are doing data loads. Since we don’t want users to get into the system during these activities, we can set planning applications to maintenance mode so that the application users and planners are locked out of application.

The steps in taking Planning to maintenance mode:

Log on to Planning Workspace.

Open up an application.

On the Menu bar, choose ADMINISTRATION ->  APPLICATION -> SETTING



We will see the following screen.

 

Under Application Maintenance Mode -> Enable Use of the Application for: Choose Administrators and SAVE. This will take the Planning application to maintenance mode and it will not be available to any users below the rank of the administrators.

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