Hyperion Planning Mobile Features (11.1.2.3.500)

Oracle's latest release of version 11.1.2.3 comes with a very nice new feature... access and support for mobile devices (tables and smart phones). The readme for patch .500 defines that it includes support for the following browsers and mobile O/S'es:

- iOS 7

- Android 4.1, 4.2 and 4.3

To enable mobile access to your Planning application, you will need to make sure that it isn't a Workforce or Capex app as this is not supported yet, however, it supports classic or EPMA applications.

FIrst you will have to obviously download and install the patch, which is about 1.7GB download which can be accessed via Oracle support website or via Oracle's eDelivery cloud service. You can also download the client installers and other patches from the eDelivery service:

After you install the patch (which is fairly straight forward). You will have to enable access to your forms, tasks lists and rules from within the app. You will have to use a standard computer (not a tablet) and log in to your app; go to Administration -> Manage -> Tablet Access:

On the following screen you can select which artifacts you want to expose to a tablet. Be aware that forms that display nicely on a regular PC may not show correctly on an tablet due to screen size, etc so you may want to create forms specific for mobile devices.

After enabling artifacts you will be able to access them via a tablet. To access the app via a tablet you need to point your tablet to the old planning URL (not the Workspace URL) like so: http(s)://hyperion.yourserver.com:19000/HyperionPlanning and you will see the login screen for tablet:

Then you will see the artifacts that you exposed to the tablet.

Forms:

Tasks Lists:

Rules:

As you can see, you can also access approvals and report snapshots. Don't confuse these reports with FR mobile access which is a different module/URL and not integrated within this interface. You cannot run FR reports only launch report snapshots you have defined previously via the full front end.

If you need help upgrading to 11.1.2.3 or installing the patch you can contact me for details.