QUBEdocs Connector - Installation and Setting up your first Model

Download

The QUBEdocs Connector is available for download from here.

Setup

Once you have downloaded the installer and have meet all of the prerequisites you should be good to start the installation process. At this stage the connector must be installed on the same machine as your Hyperion Planning Environment.

First run the installer and accept the license agreement.

Please note that you will need to have an administrator account to setup the service.

You will be prompted to enter a installation directory, change this to whatever you want.

Finally click finish, open a browser and go to http://localhost:8081

You should be brought to a page like this. 

Documenting your model

Documenting your model for the first time requires a little bit of setup, after which it can be scheduled automatically to fit in with your needs.

The first step is to log into your QUBEdocs Cloud account at https://beta.qubedocs.com and create a new connection.

Click Connect a new model, enter a name, select an environment and choose the product EPM in the dropdown.

The connection should then appear on the main page. Once it has click the three vertical dots at the top left of the card and select Edit Settings.

Finally click the API tab at the top of the modal and copy the token that has been created for you, we will need this later.

Now that we've got our API token we can head over to the Shared Services Console in Hyperion Planning to export an LCM package for QUBEdocs to document.

Go to here to see a full list of supported exports within QUBEdocs.

In this example we'll process a Planning Application, what we'll do is export everything except the Essbase Data and give it the name eCapitalDemo (this can be anything you want).

Once the export has been completed it's time to head back to the QUBEdocs Connector portal.

Navigate to http://localhost:8081/connections and click Create.

Give the connection a name (this can be anything you want) and select the product Hyperion Planning from the drop down below.

For the instance details you'll want to enter the URL https://beta.qubedocs.com/Generate

for the API key you'll want to enter the key we created in the previous steps. At the end you should have something that looks like this:

Finally, switch to the tab Planning Applications and click the button Add at the bottom of the page.

The export location will be the location where the LCM package was exported, in our case this was: 

C:\Oracle\Middleware\user_projects\epmsystem1\import_export\ecapitaldemo

And then enter the plan name which was HP-World in this example

And click save!

If you go back to the connection at the top of your screen you should be able to generate your documentation.