GUI Based Outline Load Utility from Hyperion Planning 11.1.2.3 workspace

As we know ODI, DIM or Outline load utility are the available options used to load metadata into Hyperion Planning. In earlier versions before 11.1.2.3 Outline load Utility  was command line utility where we have to pass some parameters and load.

Now it is available from Hyperion Planning web link itself which is really handy .To access this browse to Planning application where we have Export or Import Metadata and go to Administration->Outline Load like below.

Export MetaData:

If it is first time anyone using this GUI utility use “Export Data to File” option to understand file format of this utility. Once you select “Export Metadata to File” it will take you to a window like below.

We have to select Dimension for which we are trying to export metadata , as of now I am going with Entity .Also you have an option to export just part of your dimension by selecting “Member Selections icon “.

Click on “Run” button at bottom of your screen , you will get prompt at bottom of your screen to save file like below. Go ahead and save the file where ever you want.

The exported file looks like below and easy to understand .It has heading to explain the property of each field.

Now we have the Exported metadata file, which can be used load meta data to different environment or we can edit the file import using “Import from file” option.

Import MetaData: 

To Import Metadata make the file like above Exported format by giving all properties and it should be csv. Go to Administration->Outline and select “Import from file” option and the page looks like below.

Select the Dimension for which we are importing and Browse for the file where it is located under “Import from File” section. If we want to refresh after loading metadata we can select “Cube Refresh “ option under ”Options” section. But I would prefer validating before I refresh to Essbase.

Once you select all the required options for the import click on "Run" button at bottom of screen.

Naturally when we are loading metadata there may be chances we might get errors because of any reason. So to see what’s going on behind the scenes go to Planning server “/opt/hyperion/Oracle/Middleware/EPMSystem11R1/products/Planning/ “ path , where you find 3 file for your import/Export operation we did.

A csv file which we are trying to Import/Export. An Exception file which will capture all the records that are not loaded. Also we have log file explain how many records were loaded and how many rejected and why. So by looking at these log file we can make changes to CSV file and reload again.