Hyperion planning offline data load

Hyperion planning offline data load


1. Install the offline component of Smart View (Take help from your IT team)

The executable offline.exe can be found in HYPERION_HOME\Planning\bin\SmartView(This path can be changed based on your installation path). Double click on the executable to install the offline component.
-After install you would have an offline folder with the following directory structure

\Hyperion\offline-| 
                                                 |-\Bin
                                                 |-\JRE150_11
                                                 |-\lib
                                                 |-\myanalytics
                                                 |-\offlinedata
                                                 |-\uninstall
                                                 |-\installLog.txt

2. Provision the user for offline access(Need to login shared services and provide provisioning to that user)

In Shared Services check that the user has been provisioned with the 'Offline User' role for the Planning
application to be accessed.


3. Enable the Planning Application for offline access

To enable an application for Offline Planning, the administrator has to ensure that the Planning application property "ENABLE_FOR_OFFLINE" is set to true. This property is located within "Administration" -> "Manage Properties" -> "Application Properties"

4. Enable Forms for Offline access

In Planning, connect to the Planning Application. Select Administration, Manage Data Forms, Edit the forms to be accessed via Excel; on the Properties tab, make sure that 'Enable Offline Usage' is selected.

5.Go to smart view ,connect to your planning application and verify your provisioning.

6. Now at Excel the webform name will show-up in the take offline list.

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