Title: EPM 11.1.2.2 Installation and Configuration Steps Created By: Deeksha Gupta Created Date: 31st Jan 2015 Modified By: Modified Date:

PART I – Setup VM Step 1: Copy the Blank VM.

Step2: Rename the VM name accordingly.

Step3: Open the VM folder and start the .vmx file.

Step 4: Now first change the VM settings a) Assign atleast 2 GB of memory

b) Change ‘Shared Folders’setting

c) Change the VM name

Step 5: Now Power on the VM. Step 6: Change the IP and computer name of VM.

PART II – EPM 11.1.2.2 Installation Step 1: Copy the unzipped EPM files to C drive of VM.

Step 2: Copy the Oracle folder to C drive of VM.

Step 3: Install the Oracle Client (EPMA and HFM configuration uses it)

Step 4: Run the installTool.cmd tool a) Select language English

b) The welcome screen will check the prerequisite like hostname / Operating System / Memory / Oracle Client. Check if all are available or not and Click on Next.

c) Enter the location of Middleware Home and click on next.

d) Select ‘New Installation’ as install type and click on next.

e) Uncheck all product components and check the product(s) which client requires and click on next. NOTE: expand the Foundation Components and confirm that ‘Weblogic Application Server’ should be selected else it will give issues while configuration.

Now it will prompt the below error:

The above error says to install IIS, which will be used to configure Application server. f) Install IIS

(i) Go to start -> All Programs -> Administrative Tools -> Manage Your Server

(ii) Click Add or remove a role

(iii) Select custom configuration and click on next

(iv) Select Application server (IIS, ASP.NET) and click on next

(v) Now select both of the additional tools (both are optional but are used by the EPM while

installation).

(vi) Click on finish.

g) Now proceed with the installation again.

Click on OK for the warning as we have already installed ASP.Net while installing IIS. h) Click on Next. This will take some minutes to install.

i) Click on finish

Ignore the oracle common files failure message, as I have installed oracle on another server, there is no need of oui (oracle universal installer) to install again on this VM.

PART III – EPM Configuration Step 1: Start up Database. (As I am having Oracle installed on another server so I need to start up oracle VM).

Step 2: configuration: a) Go to start -> All Programs -> Oracle EPM system -> Foundation Services -> EPM System Configurator (all instances) b) we can go with the default EPM Oracle instance name and click next

c) create schema for Shared Services on Oracle’s VM.

d) mention server, port, SID, username and password for Shared Services and click on next

e) configuring Hyperion Foundation:

1) select sub components under Hyperion Foundation and click on next

The warning shows that Oracle Data Access Client is not installed. Oracle Data Provider (ODP) for .NET 2.0, from the Oracle Data Access Component package, has not been installed. This is a requirement of the Performance Management Architect Dimension Server. Perform a custom installation of the Oracle client software on the Performance Management Architect Dimension Server. From the list of available components make sure Oracle Data Provider for .NET 2.0 is selected. i) Open oui.exe to install the missing oracle data access client.

ii) select custom and click next.

iii) ensure that Oracle data provider for .NET 2.0 is checked in the list and click Next.

2) Now again go back to the configurator and configure DB for Performance Management

Architect and Calculation Manager.

This time it will not give any warning.

3) Select Deploy web applications to a new domain and provide a password.

4) Do NOT check ‘Deploy the web applications to a single managed server’ else it will create

a single service (Managed server name: EPMServer0) and will use single port (9000) for all the products.

Click Yes

5) Give Shared Services Admin password

6) Click next and this will take some time to complete.

7) Click on task panel button once all components gets successfully configured and

completed.

f) Now configure R&A 1) Select components under Reporting and Analysis

2) Create schema for R&A on Oracle VM.

3) Select ‘Perform first-time configuration’ and click ok if any warning is prompted related to UTF-8

4) Select Deploy to existing domain else it will create multiple services for single component and different domains.

5) Click on task panel when all the components get configured and completed successfully.

g) Configure Essbase: 1) select components under Essbase

2) Create schema for EAS on Oracle VM.

3) Select Perform first-time configuration

4) select Task Panel button once all the components gets configured and completed successfully.

h) configure HFM 1) Select components under Financial Management

2) Create schema for HFM on oracle VM.

3) Select perform first time configuration and provide username and password

To solve the above problem follow the below instructions: a) Copy the tnsnames.ora file from C:\app\Administrator\product\11.1.0\client_1\network\admin\sample to C:\app\Administrator\product\11.1.0\client_1\network\admin

b) make necessary changes to the file

4) coming back to HFM configuration, now it will not show that tnsnames.ora warning. Click OK if it prompts for UTF-8 warning.

5) Now provide user name and password for DCOM (Distributed Component Object Model) user. It is required as HFM is based on C++ architecture. In next release i.e. 11.1.2.4 it will not be required.

Note : Give appropriate name instead of default one (EPM122test/Administrator) else it will make issues will configuration of HFM.

6) Add cluster to HFM, this is used for load balancing purpose, if one cluster fails then the data will get transferred to another cluster.

7) click on task panel after all the components get configured successfully.

i) Configure Planning 1) Select the components under Planning

2) Create Schema for planning on oracle VM

3) Select Perform first time configuration and provide the user and password created for planning.

Now go to run and type services.msc and changes the Startup type from Automatic to Manual and start the services in the required order. --------------------------------------------------------------------END------------------------------------------------------------