How to rename PlanType (database) name in Hyperion Planning

Say you have a Hyperion Planning application “Candy” with Plan Types “PlanType2,” “PlanType3,” and your main database “NYC.”

However, you need are told to rename “NYC” to “Handy” so that the App-DB name would be Candy-Handy.

This is how you can achieve this.

Before making any changes, however, make sure that you have stopped all the Services on the app server. Not doing so may lock tables.

After stopping the services, log on to Oracle SQL Developer (I have Oracle 11G and SQL Developer). You log on to what DB you use.

Find the HSP_OBJECT table for the Schema User used for the Application Candy. Mine is called Candy_adm. So, I choose the HSP_OBJECT table under user Candy_adm.

In the HSP_OBJECT table, under column OBJECT_NAME, find the old database name that you want to rename. In this case, since, I have three plan types (NYC for PlanType1, and PlanType2 and PlanType3), they fall under column OBJECT_ID – 100, 101, and 102.

Rename NYC to Handy as you want the new database to be Handy. Save

Now, open table HSP_PLAN_TYPE.

Rename NYC to Handy. Save.

If you already have the old database (NYC) created in Essbase, go to EAS console and rename the name of the database as well.

Start EPM services in the app server (the ones that you had stopped).

Open the planning application Candy. You should be able to see the Handy database name instead of NYC.

Refresh DATABASE so that you have it in Essbase as well.

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.