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Oracle Fusion Applications Installation Workbook
Completion ChecklistComplete each tab of this workbook as directed. Use the table below to track completion of each worksheet.Worksheet (click each for direct link)
Cell Color ReferenceThese cell colors are used throughout the workbook to help guide your input.Cell FormatFixed value
Sample value or instructionsDefault value
11g Release 8 (11.1.8) | Part number E49221-01 | December, 2013
EnvironmentProvisioningTopologyNetwork - Virtual HostsNetwork - PortsStorageDatabaseIdentify ManagementSSL and Certificates
Oracle Fusion Applications Installation Workbook
Complete each tab of this workbook as directed. Use the table below to track completion of each worksheet.Completed by:
These cell colors are used throughout the workbook to help guide your input.Input instructions
No Action required - should not be changed Input requiredInput required - sample value or instructions providedInput required - default value providedInput required - applies only to highly-available environments
Release 8 (11.1.8) | Part number E49221-01 | December, 2013
Environment InfoNameCompany NameEnvironment Type (select from list)FA VersionInstall TypeDomain nameIDM Topology TypeFA Topology TypeLoad Balancer/Reverse Proxy
Email ServerSettingSMTP Server HostSMTP Server PortSMTP Server SecuritySMTP Username
Web Proxy SettingProxy HostProxy PortSecure Proxy (Yes/No)Proxy ExceptionsProxy Username
Valuee.g. My Company
e.g. Dev, QA, Prode.g. mycompany.com
Value
Value
Fusion Applications OfferingsFamilyCRM
Finance
HCM
SCM
Customer Data HubEnterprise ContractsFusion Accounting HubIncentive Compensation
Identity Management ProductsProductOIDOVDODSMSOAOIMOAMOIFOHSOAM WebGate
Patches and Patch BundlesAdd extra lines as necessaryUse the Notes column for information like: patch location, ORACLE_HOME is must be applied to, manual post-patch steps, when to apply, etc.Patch Number
Post-Install TasksAdd extra lines as necessaryProduct FamilyAll Product Families
All Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesCRM, Marketing onlyCRM, Marketing onlyCRM, All OfferingsCRM, Sales OnlyCRM, All Offerings
FinancialsFinancialsFinancialsFinancialsFinancialsFinancialsAccounting Hub
Financials &Accounting Hub
HCMHCMHCMIncentive CompensationProjectsSCMAll Product Families
YesNo
Fusion Applications OfferingsOfferingMarketingSalesFinancialsProcurementProjectsWorkforce DeploymentWorkforce DevelopmentCompensation ManagementProduct ManagementOrder OrchestrationMaterial, Management & Logistics
Identity Management ProductsInstall?YesYesYesYesYesYesYesYesYes
Patches and Patch Bundles
Use the Notes column for information like: patch location, ORACLE_HOME is must be applied to, manual post-patch steps, when to apply, etc.Notes
Post-Install taskApplying Patches to Your New Environment
Upgrading LDAP Users for Single Sign-onAdding Privileges to IDStore and Policy Store EntitiesUpdating the MDS Schema Database StatisticsSetting Up NotificationsSetting Up Global SearchSetting Up Privacy StatementConfiguring Oracle User Productivity Kit In-Application SupportReviewing and Configuring Diagnostic Logging Settings and Diagnostic Implementing Compliance RulesConfiguring the Oracle HTTP Server with Custom CertificatesSetting up Backup for Fusion ApplicationsSetting up Oracle Enterprise Manager Cloud Control to Monitor and ManUpdating Identity Management HTTP Server Runtime ParametersPost-Provisioning Steps for Oracle Access ManagerConfiguring Oracle Identity FederationConfiguring Identity Integration with Active DirectorySetting Up the Identity Management Node Manager for SSLInstalling and Configuring Oracle Business Intelligence ApplicationsConfiguring Oracle Transactional Business IntelligenceSetting Up Report Delivery ServersSetting Up Oracle ADF Desktop IntegrationConfiguring Oracle Data Integrator StudioSetting Up the Oracle Business Intelligence Administration ToolPerforming Optional Language InstallationsScaling OutSetting Up Server MigrationSetting Up Segregation of DutiesConfiguring Presence ServersConfiguring Audit Trails for Oracle Fusion MiddlewareInstalling Print ServersConfiguring Oracle HTTP Server for Privileged PortInstalling and Configuring the Bounce Handling DaemonSetting Up SMS MarketingSetting up Informatica Identity Resolution for Data QualitySetting Up Sales Prediction EngineSetting Up Implicit Personalization Behavior
Setting Up the Financial Reporting Center
Setting Up Oracle Document Capture and Oracle Forms RecognitionOracle Fusion Advanced Collections DunningEnabling Encryption of Sensitive Payment InformationConfiguring Communication Channel to a Payment System Configuring Oracle B2B Inbound Flow to Receive Supplier Invoices in XSetting Up Oracle B2B to Send Receivables Transactions in XML Integrating with Other Products
Recommended Memory Requirement for HCM Workforce Reputation MaSetting Up Oracle Fusion HCM CoexistenceCreating an ISAM Vertex DatabaseIntegrating Oracle Fusion Incentive Compensation with Geo Map ServerConfiguring Oracle Fusion Project Portfolio Management Integration wiInstalling Oracle Enterprise Data Quality for Product Data Oracle DataLCompleting Common User Setup Tasks
Install ? (enter Yes)
Use the Notes column for information like: patch location, ORACLE_HOME is must be applied to, manual post-patch steps, when to apply, etc.
Doc Section Yes/ No Notes15.2 Yes
15.3 Yes15.4 Yes15.5 Yes15.6 Yes16.216.316.416.516.616.716.816.916.10.116.10.216.10.316.10.416.10.516.1116.1216.1316.1416.1516.1616.17 Specify languages here16.1816.1916.2016.2116.2216.2316.2417.117.217.317.417.5 Yes
18.118.218.318.418.518.618.719.2
20.120.220.321.122.123.124.3 Yes
Include all servers that are part of the FA environment, including databases, identity management, and FA. Include also scale-out/HA/RAC nodesAdd extra lines as necessary
Node # Real Host Name12345678910
Component AssignmentThe table below is suitable for the FA topologies "One host for all domains" and "One host per domain".If you choose the topology "One host per application and middleware component" please modify the table accordinglyNode # Component
FA DBIDM DBOID DBFA DW DBIDM DirectoryIDM Identity and AccessIDM WebTierFA Common DomainFA CRM DomainFA Financials DomainFA HCM DomainFA IC DomainFA Procurement DomainFA Projects DomainFA Supply Chain DomainFA Business Intelligence DomainFA WebTier
Topology (add more nodes as needed)
Include all servers that are part of the FA environment, including databases, identity management, and FA. Include also scale-out/HA/RAC nodes
Abstract Host Name IP Address
The table below is suitable for the FA topologies "One host for all domains" and "One host per domain".If you choose the topology "One host per application and middleware component" please modify the table accordingly
HA/Scale-out Node #
FA Business Intelligence Domain
Include all servers that are part of the FA environment, including databases, identity management, and FA. Include also scale-out/HA/RAC nodes
OS # of CPUs
RAM DMZ (Yes/No)
WebTier Virtual Host ModeComponent Mode (Name, Port or IP-based)IDM WebTier Name-basedFA WebTier
Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Component FA WebTier Internal NameFinancial e.g. fin-int.mycompany.comProjects e.g. prj-int.mycompany.comProcurement e.g. prc-int.mycompany.comSupplier Portal e.g. prc-supplierportal-int.mycompany.comIC e.g. ic-int.mycompany.comCommon e.g. fs-int.mycompany.comCRM e.g. crm-int.mycompany.comSCM e.g. scm-int.mycompany.comHCM e.g. hcm-int.mycompany.comBI e.g. bi-int.mycompany.com
Component IDM WebTier Internal NameIDM Same as hostname; cannot be changedIDM Admin Same as hostname; cannot be changed
Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Component Internal NameFinancial e.g. fin-internal.mycompany.comProjects e.g. prj-internal.mycompany.comProcurement e.g. prc-internal.mycompany.comSupplier Portal e.g. prc-supplierportal-internal.mycompany.comIC e.g. ic-internal.mycompany.comCommon e.g. fs-internal.mycompany.comCRM e.g. crm-internal.mycompany.comSCM e.g. scm-internal.mycompany.comHCM e.g. hcm-internal.mycompany.comBI e.g. bi-internal.mycompany.comIDM e.g. idminternal.mycompany.comIDM Admin e.g. idmadmin.mycompany.com
Component HostnameOID Identity Store (OID) Same as Policy Store; cannot be changed
FA WebTier Virtual Hosts - Point at the FA WebTier
IDM WebTier Virtual Hosts - Point at the IDM WebTier
HTTP LBR Endpoints - Point at the External LBR (only needed when using LBR)
LDAP Endpoints - Point at the IDM Directory Tier (non-HA) or Internal LBR (HA)
Policy Store (OID) e.g. policystore.mycompany.comIdentity Store (OVD) e.g. idstore.mycompany.com
Component HostnameUCM e.g. commonucmlbr.mycompany.com
Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Component Virtual HostnameIDMDomain AdminServer e.g. idmadminvh.mycompany.comFinancialDomain AdminServere.g. finadminvh.mycompany.comProjects AdminServer e.g. prjadminvh.mycompany.comProcurement AdminServer e.g. prcadminvh.mycompany.comICDomain AdminServer e.g. icadminvh.mycompany.comCommonDomain AdminServere.g. commonadminvh.mycompany.comCRMDomain AdminServer e.g. crmadminvh.mycompany.comSCMDomain AdminServer e.g. scmadminvh.mycompany.comHCMDomain AdminServer e.g. hcmadminvh.mycompany.comBIDomain AdminServer e.g. biadminvh.mycompany.com
Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.For additional N scale-out nodes, add "Virtual Host N" and "Virtual IP N" columns as appropriateComponent Virtual Hostname 1IDMDomain SOA Server e.g. idmsoavh1.mycompany.comIDMDomain OIM Server e.g. idmoimvh1.mycompany.comFinancialDomain SOA Server e.g. finsoavh1.mycompany.comProjects SOA Server e.g. prjsoavh1.mycompany.comProcurement SOA Server e.g. prcsoavh1.mycompany.comICDomain SOA Server e.g. icsoavh1.mycompany.comCommonDomain SOA Server e.g. commonsoavh1.mycompany.comCRMDomain SOA Server e.g. crmsoavh1.mycompany.comSCMDomain SOA Server e.g. scmsoavh1.mycompany.comHCMDomain SOA Server e.g. hcmsoavh1.mycompany.comBIDomain Server e.g. bivh1.mycompany.com
UCM LBR Endpoint - Point at the Internal LBR (only needed for HA)
AdminServer Virtual Hosts/VIPs - Point at each WebLogic Domain AdminServer (only needed for HA except for IDMDomain, needed for all Enterprise topologies)
Managed Server Virtual Hosts/VIPs - Point at each Managed Server (only needed for HA and Server Migration, except for IDMDomain, needed for all Enterprise topologies)
Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Internal NaInternal Port FA WebTier External NameDNS 10603 e.g. fin-ext.mycompany.comDNS 10605 e.g. prj-ext.mycompany.comDNS 10607 e.g. prc-ext.mycompany.comDNS 10609 e.g. prc-supplierportal-ext.mycompany.coDNS 10611 e.g. ic-ext.mycompany.comDNS 10613 e.g. fs-ext.mycompany.comDNS 10615 e.g. crm-ext.mycompany.comDNS 10617 e.g. scm-ext.mycompany.comDNS 10619 e.g. hcm-ext.mycompany.comDNS 10621 e.g. bi-ext.mycompany.com
Internal NaInternal Port IDM WebTier External NameDNS 7777 Same as hostname; cannot be changedDNS 7777
Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Internal NaInternal Port Internal IP EndpointDNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80
Name ResolPort SSL PortSame as PolSame as Policy Store; Same as Policy Store; cannot be changed
Point at the External LBR (only needed when using LBR)
Point at the IDM Directory Tier (non-HA) or Internal LBR (HA)
Hosts 3060 3131Hosts 6501 7501
Name ResolPort IP Endpoint6300
Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Virtual IP
Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.For additional N scale-out nodes, add "Virtual Host N" and "Virtual IP N" columns as appropriate
Virtual IP 1 Virtual Hostname 2e.g. idmsoavh2.mycompany.come.g. idmoimvh2.mycompany.come.g. finsoavh2.mycompany.come.g. prjsoavh2.mycompany.come.g. prcsoavh2.mycompany.come.g. icsoavh2.mycompany.come.g. commonsoavh2.mycompany.come.g. crmsoavh2.mycompany.come.g. scmsoavh2.mycompany.come.g. hcmsoavh2.mycompany.come.g. bivh2.mycompany.com
Point at the Internal LBR (only needed for HA)
Point at each WebLogic Domain AdminServer (only needed for HA except for IDMDomain, needed for all Enterprise topologies)Name Resolution
Point at each Managed Server (only needed for HA and Server Migration, except for IDMDomain, needed for all Enterprise topologies)VH1 Name Resolution
External Name RExternal Port IP EndpointDNS 10604DNS 10606DNS 10608DNS 10610DNS 10612DNS 10614DNS 10616DNS 10618DNS 10620DNS 10622
External Name RExternal Port IP EndpointDNS 7777
External Name RExternal Name External Port External IP EndpointDNS e.g. fin.mycompany. 443DNS e.g. prj.mycompany. 443DNS e.g. prc.mycompany. 443DNS e.g. prc-supplierpor 443DNS e.g. ic.mycompany.c 443DNS e.g. common.mycom 443DNS e.g. crm.mycompany 443DNS e.g. scm.mycompany 443DNS e.g. hcm.mycompany 443DNS e.g. bi.mycompany.c 443DNS e.g. sso.mycompany. 443DNS N/A N/A N/A
IP EndpointSame as Policy Store; cannot be changed
Virtual IP 2DNSDNSDNSDNSDNSDNSDNSDNSDNSDNSDNS
Point at each WebLogic Domain AdminServer (only needed for HA except for IDMDomain, needed for all Enterprise topologies)
(only needed for HA and Server Migration, except for IDMDomain, needed for all Enterprise topologies)
VH2 Name Resolution
Identity Management Port NumbersComponent Port numberIDM Oracle HTTP Server 7777IDM Oracle HTTP Server SSL 4443IDMDomain AdminServer 7001IDMDomain OAM 14100IDMDomain OIM 14000IDMDomain ODSM 7005IDMDomain SOA 8001IDMDomain OIF 7499IDMDomain OAM AAA Server Port 5575IDM Node Manager 5556OVD Admin 8899OVD 6501OVD SSL 7501OID 3060OID SSL 3131
Fusion Applications Port NumbersComponent Port numberFusion Applications Base 7000FA Node Manager 5556Informatica Identity Resolution License Server 1601FA Oracle HTTP Server 10601FA Oracle HTTP Server SSL 10602
Second Port (Scale Out)77774443
N/A1410014000
7005800174995575555688996501750130603131
Shared StorageStorage
FA SharedIDM Shared
Install DirectoriesDirectoryIDM Provisioning Framework Location (IDMLCM_HOME)FA Provisioning Framework Location (FAPROV_HOME)FA Applications Base (APPLICATIONS_BASE)FA Applications Configuration Location (APLICATIONS_CONFIG)FA Local Applications Configuration Location (APPLICATIONS_LOCAL_CONFIGIDM Software Installation Location (IDM_BASE)IDM Shared Configuration Location (IDM_CONFIG)IDM Local Configuration Location (IDM_LOCAL_CONFIG)
InventoriesComponentIDM Provisioning FrameworkFA Provisioning FrameworkFAIDMFA DBIDM DBOID DBFA DW DB
Temporary Shared StorageStorage MountProvisioning Repository Location (REPOSITORY_LOCATION)Installers Directory LocationJAVA_HOMETemporary Shared Location (for backups, etc.)
Mount Point OS User Ownere.g. /u01/app/ e.g. oraclee.g. /u01/app/ e.g. oracle
Full Pathe.g. /u01/app/idmlcme.g. /u01/app/faprove.g. /u01/app/fae.g. /u01/app/fa/configleave blank if not using Local Configuratione.g. /u01/app/idme.g. /u01/app/idm/configleave blank if not using Local Configuration
Inventory Path Inventory Type (Central/Local)e.g. /u01/app/oraInventory_idmlcme.g. /u01/app/oraInventory_faprove.g. /u01/app/oraInventory_fae.g. /u01/app/oraInventory_idme.g. /u01/app/oraInventory_fadbe.g. /u01/app/oraInventory_idmdbe.g. /u01/app/oraInventory_oiddbe.g. /u01/app/oraInventory_dwdb
Full Pathe.g. /u01/app/repositorye.g. /u01/app/repository/installerse.g. /u01/app/repository/jdk6e.g. /u01/app/temp
OS Group Owner NFS Share / Windows Sharee.g. orainstall e.g. server:/export/app (Unix) or \\server\share\app (Windows)e.g. orainstall e.g. server:/export/app (Unix) or \\server\share\app (Windows)
NFS Parameters (Unix only)e.g. rw,noacl,rsize=32768,wsize=32768e.g. rw,noacl,rsize=32768,wsize=32768
FA Transactional DatabaseSetting
FA DB Datafiles LocationFA DB Service NameFA DB InstancesRCU APPLCP_FILE_DIRRCU APPLLOG_DIR
IDM DatabaseSetting
IDM DB Datafiles LocationIDM DB Service NameIDM DB InstancesIDM DB Prefix
OID Database (optional)SETTING
OID DB Datafiles LocationOID DB Service Name
FA Data Warehouse Database (optional)SETTING
FA DB Datafiles LocationFA DW DB Service NameFA DW DB Instances
FA DB Type (Single-node or RAC)FA DB Oracle Home (ORACLE_HOME)
RCU FUSIONAPPS_PROV_RECOVERY_DIR (OBIEE Backup Dir)RCU OTBI_DBINSTALL_DUMP_DIR (OTBI Dump File Directory)RCU FUSIONAPPS_DBINSTALL_DP_DIR (FA Dump File Directory)
IDM DB Type (Single-node or RAC)IDM DB Oracle Home (ORACLE_HOME)
OID DB Type (Single-node or RAC)OID DB Oracle Home ($ORACLE_HOME)
OID DB Instances
FA DW DB Type (Single-node or RAC)FA DW DB Oracle Home ($ORACLE_HOME)
Value
e.g. /u01/app/fadbe.g. /u01/app/fadb/oradata
Use host:port:sid format (e.g. fadbhost.mycompany.com:1521:fadb). List all instances
Value
e.g. /u01/app/idmdbe.g. /u01/app/idmdb/oradata
Use host:port:sid format (e.g. idmdbhost.mycompany.com:1521:idmdb). List all instancesFA
VALUE
e.g. /u01/app/oiddbe.g. /u01/app/oiddb/oradata
Use host:port:sid format (e.g. oiddbhost.mycompany.com:1521:oiddb). List all instances
VALUE
e.g. /u01/app/dwdbe.g. /u01/app/dwdb/oradata
Use host:port:sid format (e.g. dwdbhost.mycompany.com:1521:dwdb). List all instances
LDAPPropertyIdentity Store Realm DNLDAP User DNLDAP Group DNPolicy Store JPS Root DNFA JPS Root DN
IDM Provisioning FilesPropertyIDM Properties File LocationIDM Keystore File Location
OAMPropertyAccess Server IdentifierSecond Access Server IdentifierOAM Transfer ModeOAM Administrator User Name
Identity Store / Policy StorePropertyID Store Type (OID/OVD)ID Store Read-Write UsernameID Store Read-Only UsernameIDM Policy Store Read-Write UsernameIDM Policy Store Read-Only UsernameFA Policy Store Read-Write UsernameFA Policy Store Read-Only UsernameIDM Super User NameFA Super User NameFA Node Manager UsernameLDAP Password Expiration Interval (in number of days)
Valuedc=companyname,dc=comcn=Users,dc=companyname,dc=comcn=Groups,dc=companyname,dc=comcn=jpsrootcn=FAPolicies
Value
Not used in Release 8
Valuewls_oam1wls_oam2Simple (Open for AIX only)OAMAdminUser
Value
cn=IDRWUsercn=IDROUsercn=IDMPolicyROUsercn=IDMPolicyRWUsercn=PolicyROUsercn=PolicyRWUsercn=weblogic_idmFAAdminadmin120
SSL CommunicationChannelFA / IDM --> Identity StoreFA / IDM --> Policy StoreLBR --> OHS SSLOHS --> WLS SSLEnd User --> External HTTP EndpointsEnd User --> IDM Admin HTTP Endpoint
OHS Certificates (if not using LBR)SettingLocation of certificate files
YesNo
SSL-Enable at Install TimeNot AvailableNot AvailableNot AvailableNot AvailableYesNo
Value
StartEnvironmentProvisioningTopologyNetwork - Virtual HostsNetwork - PortsStorageDatabaseIdentity ManagementSSL and Certificates