Epm Install (1)

Oracle® Hyperion Enterprise Performance ManagementSystem

Installation and Configuration Guide

RELEASE 11.1.2

Updated: February 2011

EPM System Installation and Configuration Guide, 11.1.2

Copyright © 2008, 2011, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

This software and related documentation are provided under a license agreement containing restrictions on use anddisclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement orallowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit,perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilationof this software, unless required by law for interoperability, is prohibited. The information contained herein is subject tochange without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S.Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS:Programs, software, databases, and related documentation and technical data delivered to U.S. Government customersare "commercial computer software" or "commercial technical data" pursuant to the applicable Federal AcquisitionRegulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, andadaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, tothe extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, CommercialComputer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.

This software is developed for general use in a variety of information management applications. It is not developed orintended for use in any inherently dangerous applications, including applications which may create a risk of personalinjury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe,backup, redundancy, and other measures to ensure the safe use of this software. Oracle Corporation and its affiliatesdisclaim any liability for any damages caused by use of this software in dangerous applications.

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Contents

Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Chapter 1. About EPM System Product Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

About EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Assumed Knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

EPM System Product Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

About Middleware Home and EPM Oracle Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Installation Documentation Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

About Essbase and Oracle Process Manager and Notification (OPMN) Server . . . . . . . . . . 20

Chapter 2. Preparing for Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Downloading the Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

EPM System Software Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Component Installation By Tier and Installation Assemblies . . . . . . . . . . . . . . . . . . . . . . 29

Foundation Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Reporting and Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Financial Performance Management Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Download File Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Chapter 3. Installing EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Installation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Oracle HTTP Server Installation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Financial Close Management Installation and Configuration Prerequisites andRoadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Installation Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Installing EPM System Products in a Distributed Environment . . . . . . . . . . . . . . . . . . . . 89

Characters Supported for Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . 91

Installing EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Destination/Middleware Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Installation Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Contents iii

Product Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Confirmation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Progress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Performing Silent Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Loading Saved Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Modifying Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Installing EPM System Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Chapter 4. Configuring EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

About EPM System Configurator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

About the Shared Services Registry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Configuration Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Configuration Prerequisites for Financial Close Management . . . . . . . . . . . . . . . . . 107

Prerequisites for Integrating Oracle BI EE and BI Publisher Release 10.1.3.4.1+ withEPM Workspace Release 11.1.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Configuration Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Configuration Sequence in a Single-Machine Environment . . . . . . . . . . . . . . . . . . . 112

Configuration Sequence in a Distributed Environment . . . . . . . . . . . . . . . . . . . . . . 112

About Clustering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Clustering Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Clustering Essbase Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Clustering Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Clustering Financial Management Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Configuring Products in an SSL-Enabled Environment . . . . . . . . . . . . . . . . . . . . . . . . . 115

Configuring Products for Manual Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Configuring Reporting and Analysis in a Distributed Environment . . . . . . . . . . . . . . . . 115

Product Configuration Task Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Using EPM System Configurator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Task Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Enable Separately Licensed Product Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Database Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

WebLogic Domain Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Application Server Deployment: Oracle WebLogic . . . . . . . . . . . . . . . . . . . . . . . . . 126

Advanced Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Foundation—Specific Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Performance Management Architect—Specific Tasks (Optional) . . . . . . . . . . . . . . . 133

Essbase—Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Reporting and Analysis—Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

Planning—Specific Tasks (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

iv Contents

Financial Management—Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Performance Scorecard—Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Strategic Finance—Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Financial Close Management —Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

FDM—Specific Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Performing Silent Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Setting Up Essbase in Standalone Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

What Happens During Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Troubleshooting Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Chapter 5. Manually Deploying EPM System Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Manually Deploying Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Additional Post-Deployment Steps for Reporting and Analysis Framework . . . . . . . . 163

Additional Post-Deployment Steps for Financial Close Management . . . . . . . . . . . . 164

(Optional) Clustering Web Applications in a Manual Deployment . . . . . . . . . . . . . . 164

Extending a Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Deploying Financial Reporting and Web Analysis on Windows for use with FinancialManagement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Chapter 6. Performing Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

General Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Increasing the JVM Memory Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Shared Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

EPM Workspace Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Integrating Oracle BI EE and BI Publisher Release 10.1.3.4.1+ with EPM WorkspaceRelease 11.1.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Performance Management Architect Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . 170

Essbase Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Setting User Limits on 64-bit AIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Setting Up Active-Passive Essbase Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172

Modifying OPMN for an Additional Instance of Essbase . . . . . . . . . . . . . . . . . . . . . 173

(UNIX) Configuring the Environment for Essbase and Oracle BI EE Integration . . . . 174

Integration Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Administration Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Essbase Studio Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Reporting and Analysis Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Preparing the Financial Reporting Print Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Configuring X11 for Web Application Server Components for Financial Reporting(UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Configuring SAP Data Source Access and Authentication . . . . . . . . . . . . . . . . . . . . 179

Contents v

Adding Drivers for Web Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

Setting up the Environment Variables for Production Reporting (UNIX) . . . . . . . . . 180

Preparing Interactive Reporting for Printing (UNIX) . . . . . . . . . . . . . . . . . . . . . . . 181

Configuring Fonts (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Recreating the Executables (Production Reporting Only) (UNIX) . . . . . . . . . . . . . . 182

Planning Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Configuring Offline Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

(UNIX) Configuring the Planning Locale for Use in Non-English Environments . . . 183

Financial Management Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Configuring Settings for IIS 5.0 Isolation Mode (Optional) . . . . . . . . . . . . . . . . . . . 185

Strategic Finance Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Performance Scorecard Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Profitability and Cost Management Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . 186

Financial Close Management Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . 186

Deploying Notification .EAR Files to the SOA Server . . . . . . . . . . . . . . . . . . . . . . . . 187

Creating Business Events Data Sources on the Financial Close Management ManagedServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Targeting the Financial Close Management Datasource to the SOA ManagedServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Configuring the SOA Managed Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Installing and Configuring EPMIdentityAsserter . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Configuring the Keystore for Oracle Web Services Manager . . . . . . . . . . . . . . . . . . . 197

Start Managed Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Raising the Maximum Capacity in the Connection Pool . . . . . . . . . . . . . . . . . . . . . 199

Modifying the XA Transaction Timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Specifying the Language for E-Mail Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . 200

FDM Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

ERP Integrator Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Data Relationship Management Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . 201

Chapter 7. Starting and Stopping EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Using a Single Script to Start Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Summary List of Services and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

Services and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Databases for Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Corporate User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Foundation Services Managed Server Application Server . . . . . . . . . . . . . . . . . . . . . 207

Hyperion Reporting and Analysis Framework - Agent Service . . . . . . . . . . . . . . . . . 207

Reporting and Analysis Framework Application Server . . . . . . . . . . . . . . . . . . . . . . 208

Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

vi Contents

Performance Management Architect Dimension Server Services . . . . . . . . . . . . . . . 210

Performance Management Architect Application Server . . . . . . . . . . . . . . . . . . . . . 211

Performance Management Architect Data Synchronizer Application Server . . . . . . . 212

Essbase Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Administration Services Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Integration Services Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

Essbase Studio Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Provider Services Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Financial Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Financial Reporting Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Web Analysis Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Calculation Manager Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Planning Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220

Financial Management Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Financial Management Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Strategic Finance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Performance Scorecard Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Performance Scorecard Alerter Application Server . . . . . . . . . . . . . . . . . . . . . . . . . 224

Profitability and Cost Management Application Server . . . . . . . . . . . . . . . . . . . . . . 224

Disclosure Management Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Financial Close Management Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Data Relationship Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226

FDM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

ERP Integrator Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

Launching Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Chapter 8. Validating the Installation and Verifying Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Validating the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Using EPM System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Diagnostics Performed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Verifying Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Verifying Shared Services Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Verifying EPM Workspace Deployment and Products in EPM Workspace . . . . . . . . 233

Additional Verification for Financial Close Management . . . . . . . . . . . . . . . . . . . . . 234

Verifying Administration Services Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234

Verifying Provider Services Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Chapter 9. Reconfiguring EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Reconfiguring for SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Contents vii

Changing Database Connection Information and Repository Passwords . . . . . . . . . . . . . 238

Changing the Shared Services and Registry Database Connection Information andPassword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Changing EPM System Product Repository Database Connection Information andPasswords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238

Changing the Planning Applications Repository Password . . . . . . . . . . . . . . . . . . . . 239

Changing the Performance Management Architect Interface DatasourcePassword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239

Changing the FDM Repository Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240

Changing the Data Relationship Management Repository Password . . . . . . . . . . . . . 240

Reconfiguring Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

Chapter 10. Uninstalling EPM System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Uninstalling EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Performing a Silent Uninstallation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

Chapter 11. License Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Ensuring License Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Activating and Deactivating Product Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Auditing Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Appendix A. What Happens During Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249

Common Files installed in the EPM Oracle Home Directory . . . . . . . . . . . . . . . . . . . . . 250

Common Files Installed to MIDDLEWARE_HOME . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Common Files Deployed to MIDDLEWARE_HOME/user_projects/epmsystem1 . . . . . . 252

What Happens During Shared Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

Files Installed in the Foundation Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

What Happens During EPM Workspace Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

Files Installed in the EPM Workspace Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

What Happens During Performance Management Architect Installation . . . . . . . . . . . . 255

Files Installed in the Performance Management Architect Directory . . . . . . . . . . . . . 255

What Happens During Calculation Manager Installation . . . . . . . . . . . . . . . . . . . . . . . . 256

Files Installed in the Calculation Manager Directory . . . . . . . . . . . . . . . . . . . . . . . . 256

What Happens During Smart View Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Files Installed in the Smart View Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

What Happens During Essbase Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

Files Installed in the Essbase Server Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

Files Installed in the Essbase Client Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257

What Happens During Essbase Studio Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

Files Installed in the Essbase Studio Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

What Happens During Integration Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . 259

viii Contents

Files Installed in the Integration Services Directory . . . . . . . . . . . . . . . . . . . . . . . . . 259

What Happens During Administration Services Installation . . . . . . . . . . . . . . . . . . . . . 260

Files Installed in the Administration Services Directory . . . . . . . . . . . . . . . . . . . . . . 260

What Happens During Provider Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 261

Files Installed in the Provider Services Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

What Happens During Reporting and Analysis Installation . . . . . . . . . . . . . . . . . . . . . . 262

Files Installed in the Reporting and Analysis Directory . . . . . . . . . . . . . . . . . . . . . . 262

What Happens During Planning Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

Files Installed in the Planning Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

What Happens During Financial Management Installation . . . . . . . . . . . . . . . . . . . . . . 263

Files Installed in the Financial Management Directory . . . . . . . . . . . . . . . . . . . . . . . 263

What Happens During Performance Scorecard Installation . . . . . . . . . . . . . . . . . . . . . . 264

Files Installed in the Performance Scorecard Directory . . . . . . . . . . . . . . . . . . . . . . 264

What Happens During Strategic Finance Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

Files Installed in the Strategic Finance Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

What Happens During Profitability and Cost Management Installation . . . . . . . . . . . . . 265

Files Installed in the Profitability and Cost Management Directory . . . . . . . . . . . . . . 265

What Happens During Financial Close Management Installation . . . . . . . . . . . . . . . . . . 266

Files Installed in the Financial Close Management Directory . . . . . . . . . . . . . . . . . . 266

What Happens During Disclosure Management Installation . . . . . . . . . . . . . . . . . . . . . 266

Files Installed in the Disclosure Management Directory . . . . . . . . . . . . . . . . . . . . . . 267

What Happens During FDM Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

Files Installed in the FDM Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

What Happens During Data Relationship Management Installation . . . . . . . . . . . . . . . . 268

Appendix B. Additional Essbase Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Changing JVMModuleLocation (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Managing Memory with JvmModuleLocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Changing JVMMODULELOCATION (Windows) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Configuring 32-Bit Essbase Server on a 64-Bit Platform . . . . . . . . . . . . . . . . . . . . . . . . . 270

Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Solaris . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

AIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272

Linux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 273

Configuring the 32-bit Runtime Client on a 64-bit Windows Platform . . . . . . . . . . . . . . 274

Appendix C. Essbase 32-Bit and 64-Bit Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Essbase 32-Bit and 64-Bit Client and Server Compatibility . . . . . . . . . . . . . . . . . . . . . . . 277

Essbase API Compatibility on 32-Bit and 64-Bit Platforms . . . . . . . . . . . . . . . . . . . . . . . 278

Contents ix

Appendix D. JDBC URL Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

JDBC Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

URL for Oracle RAC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

URL for SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

ODBC Drivers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

Parameters for SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

Parameters for RAC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

Appendix E. Database Information for Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Database Connection Pooling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Example 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 284

Example 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

Appendix F. Updating the Shared Services Registry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Understanding the Shared Services Registry Component Hierarchy . . . . . . . . . . . . . . . . 287

Editing the Shared Services Registry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

Viewing the Components in the Shared Services Registry . . . . . . . . . . . . . . . . . . . . . 288

Deleting a Component Instance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

Updating a Component Property . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 289

Appendix G. Enabling an X Virtual Frame Buffer for Financial Reporting and Production Reporting . . . . . . . . . 291

Enabling Xvfb for AIX 5L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Enabling Xvfb for Solaris 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Enabling Xvfb for Solaris 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

Enabling Xvfb for Oracle Enterprise Linux/Red Hat Enterprise Linux . . . . . . . . . . . . . . . 292

Enabling Xvfb for HP-UX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Setting the DISPLAY Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Appendix H. OPMN Service Failover for Essbase Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295

Service Failover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295

opmn.xml Common Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296

<port> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296

<topology> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

<nodes> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

service-failover="num" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

service-weight="value" . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

restart-on-death . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298

start/stop/restart timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299

Appendix I. Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301

Enabling Accessibility for EPM System Installer and EPM System Configurator . . . . . . . 301

x Contents

Using Keyboard Equivalents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309

Contents xi

xii Contents

Documentation Accessibility

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13

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14 Documentation Accessibility

1About EPM System Product

Installations

In This Chapter

About EPM System Products.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Assumed Knowledge... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

EPM System Product Installation Checklist. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

About Middleware Home and EPM Oracle Home ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18

Installation Documentation Roadmap ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

About Essbase and Oracle Process Manager and Notification (OPMN) Server .. . . . . . . . . . . . . . . . . . . . .20

About EPM System ProductsCheck the Oracle Documentation Library (http://www.oracle.com/technology/documentation/epm.html) on Oracle® Technology Network to see whether an updated version of this guide isavailable.

Oracle Hyperion Enterprise Performance Management System products form a comprehensiveEnterprise Performance Management system that integrates modular suites of financialmanagement applications with the most comprehensive business intelligence capabilities forreporting and analysis. Major components of EPM System products:

l Oracle's Hyperion® Foundation Services

m Foundation Services (includes Oracle's Hyperion® Shared Services and OracleEnterprise Performance Management Workspace, Fusion Edition)

m Oracle HTTP Server

m Oracle WebLogic Server

m Oracle Hyperion EPM Architect, Fusion Edition

m Hyperion Calculation Manager

m Oracle Hyperion Smart View for Office, Fusion Edition

l Oracle Essbase

m Oracle Essbase

m Oracle Essbase Administration Services

m Oracle Essbase Integration Services

m Oracle Hyperion Provider Services

About EPM System Products 15

http://www.oracle.com/technology/documentation/epm.html



m Oracle Essbase Studio

m Oracle Essbase Spreadsheet Add-in

l Oracle's Hyperion Reporting and Analysis

m Oracle's Hyperion Reporting and Analysis Framework

m Oracle's Hyperion® Interactive Reporting

m Oracle Hyperion Financial Reporting, Fusion Edition

m Oracle's Hyperion® SQR® Production Reporting

m Oracle's Hyperion® Web Analysis

l Oracle's Hyperion Financial Performance Management Applications

m Oracle Hyperion Planning, Fusion Edition (including Oracle Hyperion Capital AssetPlanning, Fusion Edition, Oracle Hyperion Workforce Planning, Fusion Edition, OracleHyperion Public Sector Planning and Budgeting, Fusion Edition, and Oracle'sHyperion® Business Rules)

m Oracle Hyperion Financial Management, Fusion Edition

m Oracle Hyperion Performance Scorecard, Fusion Edition

m Oracle Hyperion Strategic Finance, Fusion Edition

m Oracle Hyperion Profitability and Cost Management, Fusion Edition

m Oracle Hyperion Disclosure Management

m Oracle Hyperion Financial Close Management

l Oracle's Data Management

m Oracle Hyperion Financial Data Quality Management, Fusion Edition

m Oracle Hyperion Financial Data Quality Management ERP Integration Adapter forOracle Applications

m Oracle Hyperion Data Relationship Management, Fusion Edition

For information about the products and components in each of these product families, see OracleHyperion Enterprise Performance Management System Installation Start Here.

Assumed KnowledgeThis guide is for administrators who install, configure, and manage EPM System products. Itassumes the following knowledge:

l Security and server administration skills

l Windows administration skills and or UNIX/Linux administration skills

l Web application server administration skills.

l A strong understanding of your organization's security infrastructure, includingauthentication providers such as Oracle Internet Directory, LDAP, or Microsoft ActiveDirectory, and use of SSL

16 About EPM System Product Installations

l A strong understanding of your organization's database and server environments

l A strong understanding of your organization's network environment and port usage

EPM System Product Installation ChecklistOracle Hyperion Enterprise Performance Management System Installer, Fusion Edition installscomponents on three tiers:

l Client tier

l Services tier

l Web tier, which includes the Java Application Server tier and the Web server tier

Additionally, when you configure EPM System products, you set up databases on the Data tier.

For more information about EPM System product architecture, see Oracle Hyperion EnterprisePerformance Management System Installation Start Here.

EPM System installation follows this workflow. Each part of the workflow is described in theguides as noted in the table below:

Note: If you are installing Financial Close Management, follow the installation andconfiguration sequence described in “Financial Close Management Installation andConfiguration Prerequisites and Roadmap” on page 85.

Task Reference

Plan the installation and performprerequisite tasks.

“Installation Planning Checklist” in Oracle Hyperion Enterprise Performance Management SystemInstallation Start Here

Meet the system requirements. Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html)

Prepare the installation files. Chapter 2, “Preparing for Installation”

Install EPM System products. Chapter 3, “Installing EPM System Products”

Make sure you meet any installation prerequisites that apply to your environment. “InstallationPrerequisites” on page 83. In particular, make sure that you review the prerequisites for Oracle HTTPServer, which is installed with Foundation Services.

Tip: Before you begin, determine the type of installation you will be performing:

l New installation

l Re-installation

For details on each installation type, see “Installation Type” on page 95.

EPM System Product Installation Checklist 17

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html


Task Reference

Configure EPM System productsusing Oracle's HyperionEnterprise PerformanceManagement SystemConfigurator.

Chapter 4, “Configuring EPM System Products”

Make sure you meet any configuration prerequisites that apply to your environment. See “ConfigurationPrerequisites ” on page 107.

Note: In a distributed environment, configure Foundation Services first. Foundation Services must beinstalled and configured for other products to configure successfully. To configure Foundation Services,select the Foundation tasks on the Task Selection panel of EPM System Configurator: “CommonSettings,” “Configure Database,” and “Deploy to Application Server.” Configure the Web server last:select “Configure Web Server” from the Foundation tasks.

Note: If you are deploying in an SSL-enabled environment, see the Oracle Hyperion EnterprisePerformance Management System Security Administration Guide before you configure. The type ofSSL deployment you choose affects the choices you make during configuration with EPM SystemConfigurator. Also, there are additional post-configuration tasks in an SSL environment.

Optionally, manually deploy EPMSystem Web applications.

Chapter 5, “Manually Deploying EPM System Web Applications”

Perform any requiredpostconfiguration tasks for yourproducts.

Chapter 6, “Performing Postconfiguration Tasks”

Start EPM System services. Chapter 7, “Starting and Stopping EPM System Products”

Validate the installation usingOracle's Hyperion EnterprisePerformance ManagementSystem Diagnostics and verifydeployment.

Chapter 8, “Validating the Installation and Verifying Deployment”

Enable external authenticationand provision users.

Oracle Hyperion Enterprise Performance Management System User and Role Security Guide

Tip: During installation, configuration, and validation, keep a list of all user names andpasswords that you use to create or modify the system, including the applications withwhich they are associated and their purpose.

About Middleware Home and EPM Oracle Home

Middleware Home

A Middleware home consists of the Oracle WebLogic Server home, and, optionally, one or moreOracle homes, including EPM Oracle home. A Middleware home can reside on a local file systemor on a remote shared disk that is accessible through Network File System (NFS).

The Middleware home location is defined during the first product installation on the computer.Subsequent installations on the computer use the previously defined location. The defaultinstallation directory is Oracle/Middleware. The Middleware home location is referred to asMIDDLEWARE_HOME throughout this document.


EPM Oracle Home

An Oracle home contains installed files necessary to host a specific product, and resides withinthe directory structure of the Middleware home. The EPM Oracle home contains files for EPMSystem products.

Components of EPM System products are installed in the EPM Oracle home directory underthe Middleware home. The default EPM Oracle home location is MIDDLEWARE_HOME/EPMSystem11R1. In addition, common internal components used by the products are installedin EPM Oracle home. Choose the location carefully to ensure that the location has enough diskspace for all products that you are installing on the machine. You cannot change the location.

The EPM Oracle home location is defined in the system environment variable calledEPM_ORACLE_HOME. The EPM Oracle home location is referred to as EPM_ORACLE_HOMEthroughout this document.

In a distributed environment, the EPM Oracle home directory structure must be the same oneach machine.

Additionally, during configuration, some products deploy components to MIDDLEWARE_HOME/user_projects/epmsystem1. Deployed components include:

l Data and applications

l Deployed Web applications

l Log files

Web applications are deployed to MIDDLEWARE_HOME/user_projects/domains/domainName.

Installation Documentation RoadmapYou can find EPM System installation and product documentation on the OracleDocumentation Library (http://www.oracle.com/technology/documentation/epm.html) onOracle® Technology Network. For system requirements and release compatibility, you can findthe Oracle Hyperion Enterprise Performance Management System Certification Matrix at http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html. For fasteraccess to the documentation for a specific release, you can use the Enterprise PerformanceManagement Documentation Portal (http://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.html), which also contains links to EPM Supported PlatformMatrices, My Oracle Support, and other information resources.

Table 1 lists the documents to consult for instructions on performing essential installation tasks.

Table 1 Documentation That You Need

Task Related Documentation

Meeting system requirements and understandingrelease compatibility

Oracle Hyperion Enterprise Performance Management System Certification Matrix(http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html)

Installation Documentation Roadmap 19






http://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.html

http://www.oracle.com/us/solutions/ent-performance-bi/technical-information-147174.html




Planning the installation Oracle Hyperion Enterprise Performance Management System Installation Start Here

l Installing, configuring, and deploying EPMSystem products

l Starting EPM System products

l Validating the installation

Oracle Hyperion Enterprise Performance Management System Installation andConfiguration Guide

Securing EPM System Oracle Hyperion Enterprise Performance Management System SecurityAdministration Guide

Provisioning users Oracle Hyperion Enterprise Performance Management System User and RoleSecurity Guide

Table 2 lists the documents to consult for additional installation tasks that you might need toperform.

Table 2 Documentation That You Might Need


Troubleshooting installations Oracle Hyperion Enterprise Performance Management System Installation andConfiguration Troubleshooting Guide

Creating a backup of product and application data Oracle Hyperion Enterprise Performance Management System Backup andRecovery Guide

Migrating from one environment to another Oracle Hyperion Enterprise Performance Management System LifecycleManagement Guide

Clustering EPM System applications for high availability Oracle Hyperion Enterprise Performance Management System High AvailabilityGuide

Additional content is available in the White Papers Library at Oracle Enterprise PerformanceManagement / Business Intelligence White papers. (http://www.oracle.com/technology/products/bi/resource-library.html)

About Essbase and Oracle Process Manager andNotification (OPMN) ServerOracle Process Manager and Notification server (OPMN) enables you to monitor and controlthe Essbase Agent process. You add Essbase Agent information to opmn.xml to enable OPMNto start, stop, and restart the agent using the OPMN command line interface. OPMN canautomatically restart the Essbase Agent when it becomes unresponsive, terminates unexpectedly,or becomes unreachable as determined by ping and notification operations. Additionally, youcan use the failover functionality available in OPMN to provide high availability of Essbaseclusters.

The following table describes an overview of the process of installing, configuring, and managingEssbase with OPMN.


http://www.oracle.com/technology/products/bi/resource-library.html




Table 3

Task Reference

Install EPM System products, including Essbase. Install Essbase locally on each node.

During installation, EPM System Installer also installs OPMN on the Essbase Server machine.

Note: Oracle recommends that the Oracle's Hyperion Shared Services Registry database be on a differentmachine than Essbase.

Chapter 3, “Installing EPMSystem Products”

Configure EPM System products, including Essbase. By default EPM System Configurator sets up Essbaseto be managed by OPMN.

If you are implementing active-passive Essbase clustering, during configuration with EPM SystemConfigurator, do the following:

1. On the first machine, use EPM System Configurator to set up the cluster:

l On the Essbase Server Configuration page, for “Full path to application location (ARBORPATH),”the location you specify must be a shared drive. The location must reside on a file system that isreachable by all Essbase servers in the cluster.

l Click “Cluster Setup” to set up the cluster.

2. On the second machine, use EPM System Configurator to make this Essbase Server join the cluster youcreated on the first machine:

l On the Essbase Server Configuration page, for “Full path to application location (ARBORPATH),”the location must match the location you specified on the first machine in the cluster.

l Click “Cluster Setup” to make this Essbase Server join the cluster you created on the first machine.

During cluster setup on the second machine, EPM System Configurator updates essbase.cfg to specifyfailovermode=true.

Chapter 4, “Configuring EPMSystem Products”

“Essbase ServerConfiguration” on page135

If you set up an active-passive Essbase cluster using EPM System Configurator, you must perform additionalsteps to set up Essbase failover on both nodes of the cluster.

“Setting Up Active-PassiveEssbase Clusters” on page172

If you configured more than one instance of Essbase Server on a single machine, each instance has itsown OPMN, its own start scripts, and its own log files. You must update each instance's copy of opmn.xml so that each OPMN has unique ports for communication.

“Modifying OPMN for anAdditional Instance ofEssbase” on page 173

Start Essbase using OPMN.

Note: EPM System Configurator also sets up start scripts to start Essbase without using OPMN. Note thatif you use this method of starting Essbase, OPMN is not used for managing Essbase and active-passivefailover clusters are not supported.

“Essbase Server” on page212

Optionally, learn more about OPMN service failover and the required elements and attributes in opmn.xml for configuring Essbase for failover.

Appendix H, “OPMN ServiceFailover for Essbase Server”

Diagnose problems by reviewing the OPMN logs. The “Essbase” chapter ofOracle Hyperion EnterprisePerformance ManagementSystem Installation andConfigurationTroubleshooting Guide

Manage Essbase using OPMN, which enables you to monitor and control the Essbase Agent process. Oracle Essbase DatabaseAdministrator's Guide,“Managing Essbase UsingOPMN.”

About Essbase and Oracle Process Manager and Notification (OPMN) Server 21

2Preparing for Installation

In This Chapter

Downloading the Installation Files .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

EPM System Software Dependencies .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Component Installation By Tier and Installation Assemblies ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Downloading the Installation Files

ä To download the installation files:

1 Create a directory to store the EPM System files.

You can download files to a shared drive, or to each machine in your deployment. If youare installing from a network drive, map this drive. This directory is referred to as /download_location in this procedure.

Tip: Oracle recommends that you download files to a shared drive.

2 Download the following files from the “Oracle Enterprise Performance Management System” page ofthe Oracle® E-Delivery (http://edelivery.oracle.com/) site into /download_location. Note thatsome files are posted by platform; make sure to download files for the platform you are using.

l EPM System Installer (Oracle Hyperion Enterprise PerformanceManagement System Installer, Fusion Edition Release 11.1.2.0.0

for platformName

l ZIP files for the products you purchased. ZIP files include installation assemblies(product plug-in installation files for EPM System Installer).

Review the Media Pack Readme on Oracle® E-Delivery to see which ZIP files todownload depending on the products you purchased. (To see the Media Pack Readme,once you have selected the media pack, click Readme.)

3 Unzip the EPM System Installer into /download_location.

If you are prompted that any files already exist, click Yes to overwrite the files.

4 Unzip the installation assemblies into the same directory (/download_location).

If you are prompted that any files or common components already exist, click Yes tooverwrite the files.

Downloading the Installation Files 23

http://edelivery.oracle.com/



The assemblies are automatically unzipped into an /assemblies directory. Forinformation about which assemblies to use for product components, see “ComponentInstallation By Tier and Installation Assemblies” on page 29.

If you downloaded files to a central location, make sure you unzip the following commonfiles. If you downloaded files to multiple machines in your deployment, on each machinein the deployment, unzip the following common files. Unzip files for each operating systemin a separate folder.

l Oracle Hyperion Enterprise Performance Management System

Installer, Fusion Edition Release 11.1.2.0.0 for platformName

l Hyperion Enterprise Performance Management System Foundation

Services Release 11.1.2.0 for PlatformName Part 1 of 4


Services Release 11.1.2.0.0 for platformName Part 2 of 4


Services Release 11.1.2.0.0 for platformName Part 3 of 4


Services Release 11.1.2.0.0 Part 4 of 4

Note the following information about preparing files for a distributed environment:

l Even though you need the EPM-FoundationServices ZIP files on each machine in theenvironment, install Foundation Services Web applications on only one machine.

l On the machine on which you plan to administer the WebLogic Server, you must installall Web applications for all applications you plan to deploy on any machine in theenvironment. For more information, see “Installing EPM System Products in aDistributed Environment” on page 89.

5 The /assemblies directory should include a subdirectory for each product that you want to installon this machine. Ensure that the /assemblies directory looks as follows:

assemblies/ product/ version/ assembly.dat

Note: ProductRef.inf might be in the /assemblies directory. It can remain withoutcausing problems.

EPM System Installer can install a product only if the installation assembly files for the productare downloaded and unzipped to the correct location.

24 Preparing for Installation

EPM System Software Dependencies This section describes the required EPM System software for EPM System components. Use itto understand what selections to make in EPM System Installer based on what product youpurchased.

Table 4 EssbaseSoftware Dependencies

Client Tier Web Tier Services Tier

Essbase

Required:

l Spreadsheet Add-in (installedseparately)

l Administration Services Client

l Smart View

Optional:

l Essbase Studio Client

l Integration Services Client

Required:

l Foundation Services (Shared Services and EPMWorkspace)

l Administration Services Web Application

l Provider Services Web Application

Optional:

l Performance Management Architect WebApplication

l Performance Management Architect DataSynchronizer Service

Required:

l Essbase Services Server

Optional:

l Integration Services

l Essbase Studio Server

Optional:

l Performance Management ArchitectDimension Server Service

Table 5 Reporting and Analysis Software Dependencies


Reporting and Analysis

Required:

l Financial Reporting Studio

l Oracle's Hyperion® Interactive ReportingStudio

l Interactive Reporting DashboardDevelopment Services

Optional:

l Smart View

Required:

l Foundation Services (Shared Services andEPM Workspace

l Financial Reporting Web Application

l Web Analysis Web Application

l Reporting and Analysis Framework WebApplication

Required:

l Reporting and Analysis FrameworkServices and Common Libraries

l Production Reporting

l Interactive Reporting Services

l Financial Reporting Print Server

EPM System Software Dependencies 25

Table 6 Financial Performance Management Applications Software Dependencies


Planning

Required:


l Administration Services

l Smart View

l Planning Offline Client

Required:


l Planning Web application

l Administration Services Web application

l Provider Services Web Application


l Reporting and Analysis Framework Web application

l Calculation Manager Web Application

Optional:

l Web Analysis Web application

l Performance Management Architect Web Application

l Performance Management Architect Data SynchronizerService

Note: You do not need to install Performance ManagementArchitect components if you are using Classic applicationadministration.

Required:


l Planning RMI Services (installedautomatically)


l Financial Reporting Print Server

Optional:

l Performance ManagementArchitect Dimension Server Service

Note: You do not need to installPerformance Management Architectcomponents if you are using Classicapplication administration.



Financial Management

Required:

l Financial ManagementClient


l Smart View

Required:




l Financial Management Smart View Provider

l Financial Management Web Applications --FinancialManagement IIS Web Application

l Financial Management Web Applications --LifecycleManagement IIS Web Application

Optional:

l Web Analysis Web application

l Calculation Manager Web Application



l Financial Management Web Service (required only forFinancial Close Management)

l Financial Management Web Applications --FinancialManagement Web Services IIS Web Application (requiredonly for Financial Close Management)

Note: You do not need to install Performance ManagementArchitect components if you are using Classic applicationadministration.

Required:


l Financial Management Service

Optional:


Note: You do not need to installPerformance Management Architectcomponents if you are using Classicapplication administration.

Profitability and Cost Management

Optional:

l Financial Reporting StudioClient

l Essbase AdministrationServices Client

l Smart View

Required:


l Profitability Web Application

l Essbase Administration Services Web Application

l Essbase Provider Services Web Application



Optional:


l Web Analysis Web Application

l Reporting and Analysis Framework Web Application

Required:



Optional:

l Financial Reporting Print ServerService


l

EPM System Software Dependencies 27


Financial Close Management

Required:


l Financial Close Management Web Application

Disclosure Management

Required:

l Smart View

l Disclosure ManagementClient and TaxonomyDesigner (installedseparately)

Required:


l Disclosure Management Web Application

Performance Scorecard

Optional:

l Interactive ReportingStudio Client

l Interactive ReportingDashboard DevelopmentServices

l Essbase AdministrationServices Client

Required:


l Reporting and Analysis Framework Web Application

l Performance Scorecard Web Reports Web Application

l Performance Scorecard Alerter Web Application

l Performance Scorecard ETL Web Application

Optional:

l Essbase Services Server (Requiredif you are using Essbase as a datasource)

l Framework Services and CommonLibraries

l Interactive Reporting Services

Strategic Finance

Required:

l Strategic Finance Client

Optional:

l Financial ManagementClient

l Strategic FinanceIntegration with FinancialManagement Services(Client)

l FDM Workbench Client

Required:


l Strategic Finance Web Services

Required:

l Strategic Finance Service


Table 7 Data Management Software Dependencies


Required:

l FDM WorkbenchClient

Required:

l Foundation Services (SharedServices and EPM Workspace)

l ERP Integrator Web Application

l FDM Web Application

Required:

l FDM Server

l FDM Task Manager

l FDM Load Balancer

When using Financial Management, Essbase, Planning, or Oracle'sHyperion® Enterprise® as target systems, the target system clients must beinstalled on the same server as FDM:

l Financial Management Client

l Essbase Client

l Planning ADM client

l Oracle's Hyperion® Enterprise® Client

Note: For information about which releases of these required products are compatible with thecurrent release of a particular EPM System product, see the Release Compatibility tab inthe Oracle Hyperion Enterprise Performance Management System Certification Matrix(http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html).

Component Installation By Tier and InstallationAssembliesUse the information in this section to help plan which ZIP files to download and which assembliesare required for EPM System product components.

Tip: Oracle recommends that you download ZIP files to a shared drive. If you follow thisrecommendation, you do not need to use the following tables to determine which ZIP filesare required for each product component.

Note: By default, for most products, EPM System Installer installs 32–bit products on 32–bitoperating systems and 64–bit products on 64–bit operating systems for the Web andServices tier. EPM System Installer installs 32–bit client products on all operating systems.For Essbase Server and Essbase Client, EPM System Installer installs both 32-bit and 64-bit components on a 64-bit operating system. EPM System Configurator configures only64-bit components on 64-bit operating systems.

The following sections describe the components and services available for installation on eachtier (Client, Web, and Services) for each product when you install using the option “Choosecomponents individually.” See “EPM System Software Dependencies ” on page 25 forinformation on which components are required and optional for your product.

Component Installation By Tier and Installation Assemblies 29



Most components and services that are installed are the same if you install using the option“Choose components by tier.” The following components are available only if you select “Choosecomponents individually” during installation:

l Choices for 32–bit and 64–bit for Administration Services Web application and IntegrationServices Server. If you select “Choose components by tier,” EPM System Installer installs32–bit components on 32–bit operating systems and 64–bit components on 64–bit operatingsystems.

l Production Reporting Remote

l Strategic Finance Reader Client

l Strategic Finance Integration with Financial Management Services

l Strategic Finance Integration with Enterprise Service

The following tables also describe the ZIP files and installation assemblies required to installeach component.

Foundation Services The following table describes the components installed on each tier for Foundation Servicesproducts and the ZIP files and installation assemblies required to install that component.

The commonComponents assembly is required for all products. The tools andproductCommonComponents assemblies are required for all server and Web applications. Theseassemblies are in Hyperion Enterprise Performance Management SystemFoundation Services Release 11.1.2.0.0 for platformName Part 1 of 4.


Table 8 Foundation Services Assemblies and Download Files


Oracle HTTP Server

Required Assemblies

l ohs

l staticContent

l commonComponents

l productCommonComponents

l tools

Required Download Files

l Hyperion Enterprise Performance

Management System Foundation Services

Release 11.1.2.0 for PlatformName

Part 1 of 4



Release 11.1.2.0.0 for platformName

Part 3 of 4

l Oracle Hyperion Enterprise

Performance Management System

Additional Content Release 11.1.2.0.0



Foundation Services Web Applications (Installs SharedServices and EPM Workspace)

Required Assemblies

l sharedServices

l biplus_workspace_new_webapp

l workspace_configlibs

l sharedServices

l tools

l commonComponents


l essbaseProductCommonComponents

l webLogicCommonComponent





Part 1 of 4




Part 2 of 4



Release 11.1.2.0.0 Part 4 of 4

WebLogic Application Server

Required Assemblies


l commonComponents

l tools






Part 1 of 4




Part 2 of 4



Performance Management ArchitectBatch client

Required Assemblies

l bpm_architect_batch_client

l commonComponents



l Hyperion Enterprise

Performance Management

System Foundation

Services Release 11.1.

2.0 for PlatformName

Part 1 of 4

l Oracle Hyperion

Enterprise Performance

Management Architect,

Fusion Edition Release

11.1.2.0

Performance Management ArchitectFile Generator (Windows only)

Required Assemblies

l bpm_architect_generator

l commonComponents





System Foundation



Part 1 of 4

l Oracle Hyperion




11.1.2.0



Performance Management Architect Web Application

Required Assemblies

l bpm_architect_webapp

l tools

l commonComponents








Part 1 of 4




Part 2 of 4


Performance Management Architect,

Fusion Edition Release 11.1.2.0

Performance Management Architect Data SynchronizerService

Required Assemblies

l bpm_architect_datasync

l tools

l commonComponents









Part 1 of 4




Part 2 of 4

l


Performance Management Architect,

Fusion Edition Release 11.1.2.0



Performance Management ArchitectDimension Server Service (Windowsonly)

Required Assemblies

l bpm_architect_services

l tools

l commonComponents







System Foundation



Part 1 of 4



System Foundation


2.0.0 for platformName

Part 2 of 4

l Oracle Hyperion




11.1.2.0



Calculation Manager Web Application

Required Assemblies

l calc

l tools

l commonComponents







Part 1 of 4




Part 2 of 4

l Oracle Hyperion Calculation Manager

Release 11.1.2.0.0

Note that Smart View has its own installer; it is not installed with EPM System Installer. See“Installing EPM System Clients” on page 101.

EssbaseThe following table describes the components installed on each tier for Essbase products andthe ZIP files and installation assemblies required to install that component.

Note: The commonComponents assembly is required for all products. The tools andproductCommonComponents assemblies are required for all server and Webapplications. These assemblies are in Hyperion Enterprise PerformanceManagement System Foundation Services Release 11.1.2.0 for

PlatformName Part 1 of 4.

EPM System Installer installs both 32-bit and 64-bit Essbase Server and Essbase Client on amachine with a 64-bit operating system. EPM System Installer installs only 32-bit Essbase Serverand Essbase Client on a machine with a 32-bit operating system. EPM System Configuratorconfigures only 64-bit Essbase on a machine with a 64-bit operating system and 32-bit Essbaseon a machine with a 32-bit operating system.


Table 9 Essbase Assemblies and Download Files


Essbase Client

Required Assemblies

(Includes Essbase API.)

l commonComponents

l essbase_client

l essbaseAddins




System Foundation



Part 1 of 4

l Oracle Essbase Clients

Release 11.1.2.0.0 for

platformName

Essbase Administration ServicesClient (Windows only)

Required Assemblies

l commonComponents

l essbase_administration_services_client

l essbaseAddins




System Foundation



Part 1 of 4



platformName



Essbase Studio Client (Windowsonly)

Required Assemblies

l commonComponents

l essbase_studio

l essbaseAddins




System Foundation



Part 1 of 4



platformName

Essbase Integration Services Client(Windows only)

Required Assemblies

l commonComponents

l essbase_integration_services

l essbaseAddins




System Foundation



Part 1 of 4

l Oracle Essbase Release

11.1.2.0.0 Part 1 of 2



platformName



l Essbase Administration Services 32–

bit Web Application

l Essbase Administration Services 64–bit Web Application

l Oracle's Hyperion® Business Rules(installed automatically)

Required Assemblies

l tools

l commonComponents


l essbase_administration_services_webapp

l essbaseAddins





System Foundation Services

Release 11.1.2.0 for

PlatformName Part 1 of 4





platformName Part 2 of 4

l Oracle Essbase Release 11.

1.2.0.0 Part 1 of 2



Provider Services Web Application

Required Assemblies

l tools

l commonComponents


l analytic_services_provider_webapp

l essbaseAddins













l Oracle Essbase Release 11.

1.2.0.0 Part 1 of 2

l Essbase Integration Services 32–bit

l Essbase Integration Services 64–bit

Required Assemblies

l tools

l commonComponents

l productCommonComponent



l essbaseAddins



Management System Foundation

Services Release 11.1.2.0 for




Services Release 11.1.2.0.0 for


l Oracle Essbase Release 11.1.2.0.0

Part 1 of 2



Essbase Studio Server

Required Assemblies

l tools

l commonComponents



l essbase_studio_services

l essbaseAddins











Part 1 of 2



l Essbase Services Server 32–bit

l Essbase Services Server 64–bit

Note: On a machine with a 64-bit operating system,both of these options are selected. Clearing one optionautomatically clears the other option.

Note: EPM System Installer installs WebLogic Serveron the Essbase Server machine even if you areinstalling Essbase for a standalone installation.

Required Assemblies

l tools

l commonComponents



l ohs

l essbase_services


l essbaseAddins

l staticContent















Part 1 of 2


Part 2 of 2 for platformName


Performance Management System

Additional Content Release 11.1.2.

0.0

Note that Spreadsheet Add-in has its own installer; it is not installed with EPM System Installer.See “Installing EPM System Clients” on page 101.


Reporting and AnalysisThe following table describes the components installed on each tier for Reporting and Analysisproducts and the ZIP files and installation assemblies required to install that component.



Table 10 Reporting and Analysis Assemblies and Download Files


Framework Web Application

Required Assemblies

l tools

l commonComponents



l biplus_workspace_webapp

l biplus_configlibs

l biplus_portlets_webapp














Reporting and Analysis Core

Components Release 11.1.2.

0.0



Framework Services and Common Libraries

Required Assemblies

l tools

l commonComponents



l biplus_core_services

l biplus_configlibs

l biplus_migration_utility















Components Release 11.1.2.0.0

Interactive Reporting Studio Client(Windows only)

Required Assemblies

l commonComponents


l biplus_interactive_reporting_client







l Hyperion Interactive

Reporting Release 11.1.2.0.

0 Part 1 of 2



Interactive Reporting DashboardDevelopment Services (Windows only)

Required Assemblies

l commonComponents



l biplus_dds









0 Part 1 of 2

Interactive Reporting Services


l commonComponents

l tools



l biplus_interactive_reporting_services


l biplus_configlibs













Reporting Release 11.1.2.0.0








Production Reporting

SQR Production Reporting Studio (Windowsonly)

Required Assemblies

l commonComponents

l biplus_product_reporting_client

l biplus_product_reporting_common

l biplus_configlibs







l Hyperion SQR Production


0 Part 1 of 2





0.0

SQR Production Reporting Activator(Windows only)

Required Assemblies

l commonComponents



l biplus_configlibs









0 Part 1 of 2





0.0



SQR Production Reporting Remote(Windows only)

Required Assemblies

l commonComponents



l biplus_configlibs









0 Part 1 of 2





0.0

SQR Production Reporting Viewer (Windowsonly)

Required Assemblies

l commonComponents



l biplus_configlibs









0 Part 1 of 2





0.0



SQR Production Reporting DB2 Engine

Required Assemblies

l tools

l commonComponents




l biplus_product_reporting_services


l biplus_configlibs














Part 1 of 2










SQR Production Reporting DDO Engine

Required Assemblies

l tools

l commonComponents






l biplus_configlibs














Part 1 of 2










SQR Production Reporting Informix Engine

Required Assemblies

l tools

l commonComponents






l biplus_configlibs














Part 1 of 2










SQR Production Reporting ODBC Engine

Required Assemblies

l tools

l commonComponents






l biplus_configlibs














Part 1 of 2










SQR Production Reporting Oracle Engine

Required Assemblies

l tools

l commonComponents






l biplus_configlibs














Part 1 of 2










SQR Production Reporting Sybase Engine

Required Assemblies

l tools

l commonComponents






l biplus_configlibs














Part 1 of 2










SQR Production Reporting Teradata Engine(UNIX only)

Required Assemblies

l tools

l commonComponents






l biplus_configlibs














Part 1 of 2










Financial Reporting

Financial Reporting Studio Client (Windowsonly)

Required Assemblies

l commonComponents



l biplus_financial_reporting_client

l biplus_financial_reporting_common

l biplus_configlibs

l hfm_client, if you are using FinancialReporting with Financial Management

l hfm_common, required for FinancialManagement components







l Oracle Hyperion Financial

Reporting, Fusion Edition

Release 11.1.2.0.0


Management, Fusion Edition

Release 11.1.2.0.0



Financial Reporting Web Application

Required Assemblies

l tools

l commonComponents




l biplus_financial_reporting_webapp


l biplus_configlibs

l hfm_client, if you are using FinancialReporting with Financial Management















Release 11.1.2.0.0



Release 11.1.2.0.0



Financial Reporting Print Server Service(Windows only)

Required Assemblies

l tools

l commonComponents




l biplus_financial_reporting_services

l biplus_configlibs














Release 11.1.2.0.0



Web Analysis

Web Analysis Web Application

Required Assemblies

l tools

l commonComponents




l biplus_webanalysis_webapp

l biplus_configlibs

l hfm_client, if you are using WebAnalysis with Financial Management














l Hyperion Web Analysis

Release 11.1.2.0.0



Release 11.1.2.0.0





0.0

Financial Performance Management ApplicationsThe following table describes the components installed on each tier for Financial PerformanceManagement Applications products and the ZIP files and installation assemblies required toinstall that component.




Table 11 Financial Performance Management Applications Assemblies and Download Files


Planning

Planning Off-line Client

Required Assemblies

l commonComponents

l offlinePlanning












l Oracle Hyperion Planning,

Fusion Edition Release 11.1.

2.0.0



Planning Web Application

Required Assemblies

l tools

l commonComponents




l planning

l rmi

l essbase_services












l Oracle Hyperion Planning,


2.0.0

l Oracle Essbase Release 11.1.

2.0.0 Part 2 of 2 for

platformName

Financial Management (All components are Windows only)

Financial Management Client

Required Assemblies

l commonComponents

l hfm_client

l hfm_common









Release 11.1.2.0.0



Financial Management SampleApplications

Required Assemblies

l commonComponents

l hfm_client

l hfm_common









Release 11.1.2.0.0

Financial Management ADM Driver

Required Assemblies

l commonComponents

l hfm_client

l hfm_common









Release 11.1.2.0.0



Financial Management Web Applications

Required Assemblies

l tools

l commonComponents



l hfm_webapp

l hfm_common














Release 11.1.2.0.0



Financial Management Smart View Provider

Required Assemblies

l tools

l commonComponents



l hfm_webapp

l hfm_common














Release 11.1.2.0.0



Financial Management Web Service

Required Assemblies

l tools

l commonComponents



l hfm_webapp

l hfm_common














Release 11.1.2.0.0



Financial Management Service

Required Assemblies

l tools

l commonComponents



l hfm_common

l hfm_services














Release 11.1.2.0.0



Performance Scorecard

Performance Scorecard Web Reports WebApplication

Required Assemblies

l tools

l commonComponents




l hps_webapp












l Oracle Hyperion Performance

Scorecard, Fusion Edition

Release 11.1.2.0.0



Performance Scorecard Alerter WebApplication

Required Assemblies

l tools

l commonComponents




l hps_webapp














Release 11.1.2.0.0



Performance Scorecard ETL Web Application

Required Assemblies

l tools

l commonComponents




l hps_webapp














Release 11.1.2.0.0

Strategic Finance (All components are Windows only)

Strategic Finance Client

Required Assemblies

l commonComponents


l hsf_client







l Oracle Hyperion Strategic

Finance, Fusion Edition

Release 11.1.2.0.0



Strategic Finance Integration with FinancialManagement Services (Client)1

Required Assemblies

l commonComponents


l hsf_client









Release 11.1.2.0.0

Strategic Finance Integration with EnterpriseService (Client)2

Required Assemblies

l commonComponents

l hsf_client









Release 11.1.2.0.0

Strategic Finance Reader Client

Required Assemblies

l commonComponents

l hsf_reader_client









Release 11.1.2.0.0



Strategic Finance Web Services

Required Assemblies

l tools

l commonComponents



l hsf_server














Release 11.1.2.0.0



Strategic Finance Service

Note: Strategic Finance integration withEssbase and Planning is automaticallyinstalled.

Required Assemblies

l tools

l commonComponents




l hsf_server














Release 11.1.2.0.0



Strategic Finance Integration with FinancialManagement Services (Server)3

Required Assemblies

l tools

l commonComponents




l hsf_server














Release 11.1.2.0.0



Strategic Finance Integration withEnterprise Services (Server)4

Required Assemblies

l tools

l commonComponents



l hsf_server














Release 11.1.2.0.0



Profitability and Cost Management

Profitability Web Application

Required Assemblies

l tools

l commonComponents




l hpm












l Oracle Hyperion

Profitability and Cost


Release 11.1.2.0.0



Disclosure Management

Disclosure Management Web Application(Windows only)

Required Assemblies

l tools

l commonComponent



l disclosure












l Oracle Hyperion Disclosure

Management Release 11.1.2.0.0



Financial Close Management

Financial Close Management WebApplication

Required Assemblies

l tools

l commonComponents



l financial_close













Close Management Release 11.

1.2.0.0

1You must also install the Financial Management client.2You must first install the Enterprise client.3You must also install the Financial Management client.4You must first install the Enterprise client.

Data ManagementThe following table describes the components installed on each tier for Data Managementproducts and the ZIP files and installation assemblies required to install that component.




Table 12 Data Management Assemblies and Download Files


FDM (All components are Windows only)

FDM Workbench Client

Required Assemblies

l commonComponents


l fdm




System Foundation



Part 1 of 4

l Oracle Hyperion

Financial Data Quality

Management, Fusion

Edition Release 11.1.2.

0.0

FDM Web Application

Required Assemblies

l tools

l commonComponents



l fdm










l Oracle Hyperion Financial Data

Quality Management, Fusion

Edition Release 11.1.2.0.0



FDM Load Balancer

Required Assemblies

l tools

l commonComponents



l fdm













Data Quality Management,


2.0.0

FDM Task Manager

Required Assemblies

l tools

l commonComponents



l fdm















2.0.0



FDM Server

Required Assemblies

l tools

l commonComponents



l fdm















2.0.0

ERP Integrator

ERP Integrator Web Application

Required Assemblies

l tools

l commonComponents




l aif










l Oracle Hyperion Financial Data

Quality Management, Fusion

Edition Release 11.1.2.0.0


Download File ContentsThe following table describes the contents of each download file on E-Delivery. Use this tableto help plan your EPM System installation, if necessary.

Tip: To see the ZIP file name for each download file, see E-Delivery.

Table 13 Download File Contents

ZIP File Name Assemblies

Oracle Hyperion Calculation Manager Release 11.1.2.0.0l calc

Oracle Hyperion Profitability and Cost Management, Fusion EditionRelease 11.1.2.0.0

l hpm

Oracle Hyperion Disclosure Management Release 11.1.2.0.0l disclosure

Oracle Hyperion Enterprise Performance Management Architect,Fusion Edition Release 11.1.2.0

l bpm_architect_batch_client

l bpm_architect_datasync

l bpm_architect_generator

l bpm_architect_services


Oracle Essbase Release 11.1.2.0.0 Part 2 of 2 for platformNamel essbase_services

Oracle Essbase Release 11.1.2.0.0 Part 1 of 2l analytic_services_provider_webapp

l essbase_administration_services_webapp


l essbase_studio_services

l essbaseAddins

Oracle Essbase Clients Release 11.1.2.0.0 for platformNamel essbase_administration_services_client

l essbase_client

l essbase_studio

l essbaseAddins

Oracle Essbase Spreadsheet Add-in Release 11.1.2.0.0 forplatformName

N/A. Contains Spreadsheet Add-in.exe.

Oracle Hyperion Financial Close Management Release 11.1.2.0.0l financial_close

Oracle Hyperion Financial Data Quality Management, Fusion EditionRelease 11.1.2.0.0

l aif

l fdm

Oracle Hyperion Financial Data Quality Management Adapter Suite,Fusion Edition Release 11.1.2.0.0 for platformName

l N/A

Oracle Hyperion Financial Data Quality Management Adapter forFinancial Management, Fusion Edition Release 11.1.2.0.0

l N/A



Oracle Hyperion Financial Data Quality Management ERP SourceAdapter for SAP, Fusion Edition Release 11.1.2.0.0

l N/A

Oracle Hyperion Financial Reporting, Fusion Edition Release 11.1.2.0.0

l biplus_configlibs

l biplus_financial_reporting_client


l biplus_financial_reporting_services

l biplus_financial_reporting_webapp

Hyperion Enterprise Performance Management System FoundationServices Release 11.1.2.0.0 for platformName Part 1 of 4

l commonComponents


l ocm


l tools




l ohs

Hyperion Enterprise Performance Management System FoundationServices Release 11.1.2.0.0 Part 4 of 4

l biplus_workspace_new_webapp

l sharedServices


Oracle Hyperion Financial Management, Fusion Edition Release 11.1.2.0.0

l hfm_client

l hfm_common

l hfm_services

l hfm_webapp

Oracle Hyperion Performance Scorecard, Fusion Edition Release 11.1.2.0.0

l hps_webapp

Oracle Hyperion Strategic Finance, Fusion Edition Release 11.1.2.0.0l hsf_client

l hsf_reader_client

l hsf_server

Hyperion Interactive Reporting Release 11.1.2.0.0 Part 2 of 2 forplatformName

l biplus_interactive_reporting_services

Hyperion Interactive Reporting Release 11.1.2.0.0 Part 1 of 2l biplus_configlibs

l biplus_dds

l biplus__im_services

l biplus__interactive_reporting_client

Oracle Hyperion Planning, Fusion Edition Release 11.1.2.0.0l offlinePlanning

l planning

l rmi



Hyperion SQR Production Reporting Release 11.1.2.0.0 Part 2 of 2 forplatformName


Hyperion SQR Production Reporting Release 11.1.2.0.0 Part 1 of 2l biplus_product_reporting_client


Oracle Hyperion Enterprise Performance Management Reporting andAnalysis Core Components Release 11.1.2.0.0

l biplus_configlibs


l biplus_migration_utility

l biplus_portlets_webapp

l biplus_workspace_webapp


Oracle Hyperion Smart View for Office, Fusion Edition Release 11.1.2.0.0 for Microsoft Windows

l N/A. Contains Smart View installer (SmartView.exe andSmartViewHVE.exe)

Oracle Hyperion Enterprise Performance Management SystemAdditional Content Release 11.1.2.0.0

l staticContent

Oracle Hyperion Enterprise Performance Management SystemInstaller, Fusion Edition Release 11.1.2.0.0 for platformName

l N/A. Contains EPM System Installer

Hyperion Web Analysis Release 11.1.2.0.0l biplus_configlibs

l biplus_webanalysis_webapp


3Installing EPM System Products

In This Chapter

Installation Prerequisites .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83

Installation Sequence ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88

Installing EPM System Products in a Distributed Environment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

Characters Supported for Installation and Configuration... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

Installing EPM System Products .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .91

Performing Silent Installations ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Installing EPM System Clients .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Installation Prerequisites

Subtopics

l Oracle HTTP Server Installation Prerequisites

l Financial Close Management Installation and Configuration Prerequisites and Roadmap

Note the following installation prerequisites.

l See the Oracle Hyperion Enterprise Performance Management System Installation Start Herefor installation prerequisites for preparing a database, preparing IIS for products that requireit, and preparing Web browsers.

l If you plan to deploy EPM System products in an SSL-enabled environment, review theOracle Hyperion Enterprise Performance Management System Security AdministrationGuide before you install and configure. The SSL implementation you choose affects theoptions you choose during configuration.

l If you are installing on Windows 2008, disable UAC before installing.

l For ERP Integrator, you must install Oracle Data Integrator, which is available on EDeliveryin the Oracle Enterprise Performance Management Media Pack, and then apply 9377717 -Oracle Data Integrator 10.1.3.6.0 Patch Set, which is available on My Oracle Support. Whenyou are setting up Oracle Data Integrator, set ODI_JAVA_HOME to a JDK 1.5 home.

l If you want to include Microsoft Office documents (Word, Excel, PowerPoint) in yourFinancial Reporting PDF books or reports with cell documents, then the correspondingOffice products must be preinstalled prior to installing Financial Reporting Print Server.

Installation Prerequisites 83

l Typically, EPM System Installer installs WebLogic Server for you. If you have an existingWebLogic Server installation and want to use it instead of the WebLogic Server installed byEPM System Installer, note the Middleware home location for the WebLogic Serverinstallation. During installation, you must install EPM System products to this sameMiddleware home. If EPM System Installer detects an existing WebLogic Server installationin the installation location, it does not install WebLogic Server.

l If you have an existing Oracle SOA Suite installation you plan to use with Financial CloseManagement, note the Middleware home location for the Oracle SOA Suite installation.During installation, you must install EPM System products to this same Middleware home.

l If you plan to install the Strategic Finance Integration with Enterprise, you must install theEnterprise client first.

Oracle HTTP Server Installation PrerequisitesEPM System Installer installs Oracle HTTP Server during the installation of Foundation Services,using the Oracle HTTP Server silent installer.

You must install Oracle HTTP Server even if you do not plan to use it as your Web server, becauseEPM System Configurator activates the Web server configuration task with the Oracle HTTPServer installation. During Web server configuration with EPM System Configurator, you canspecify the Web server to use.

Before you begin installation, make sure you meet the installation prerequisites for Oracle HTTPServer and review the Oracle HTTP Server installation documentation and Release Notes fordetails on certified operating systems and supported UNIX / Linux packages and importantinstallation issues and workarounds.

l For Oracle HTTP Server system requirements information, go to: http://www.oracle.com/technology/software/products/ias/files/fusion_requirements.htm.

l For Oracle HTTP Server certification information, go to: http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html.

l For Oracle HTTP Server installation information, see the Oracle HTTP Server installationdocumentation: http://download.oracle.com/docs/cd/E15523_01/webtier.htm) andRelease Notes (http://download.oracle.com/docs/cd/E15523_01/relnotes.htm.

l For Oracle HTTP Server installation issues and workarounds, see the readme for yourplatform: http://download.oracle.com/docs/cd/E15523_01/relnotes.htm.

On AIX, if you are using Oracle HTTP Server with Oracle Database, you must runrootpre.sh as the root user before you install Oracle HTTP Server. Run this script once oneach machine in the deployment. The file is in SystemInstaller-11120-aix.zip. For detailssee the Oracle® Fusion Middleware Release Notes 11g Release 1 (11.1.1) for AIX Based Systems(64-Bit) (http://download.oracle.com/docs/cd/E15523_01/doc.1111/e14771/toc.htm).

On Windows, make sure you have a paging file size of at least 512 MB.

84 Installing EPM System Products

http://www.oracle.com/technology/software/products/ias/files/fusion_requirements.htm

http://www.oracle.com/technology/software/products/ias/files/fusion_requirements.htm



http://download.oracle.com/docs/cd/E15523_01/webtier.htm

http://download.oracle.com/docs/cd/E15523_01/relnotes.htm

http://download.oracle.com/docs/cd/E15523_01/relnotes.htm

http://download.oracle.com/docs/cd/E15523_01/doc.1111/e14771/toc.htm



Note: EPM System Installer also installs Oracle HTTP Server on the machine hosting the EssbaseServer to support OPMN, so these prerequisites apply to the Essbase Server machine aswell. (Note that you only need to configure Oracle HTTP Server on the machine hostingthe Web server.)

During installation with EPM System Installer, check the status for information about OracleHTTP Server installation status. If Oracle HTTP Server installation fails, check the logs fordetails. The logs report information from the Oracle HTTP Server silent installer. You can findthe logs in:

l Windows: EPM_ORACLE_HOME/diagnostics/logs/ohs

l UNIX: EPM_ORACLE_HOME/diagnostics/logs/install/common-ohs-oui-out.log

You can also review the Oracle HTTP Server product logs. For more information about Webserver logs, see the Oracle Hyperion Enterprise Performance Management System Installation andConfiguration Troubleshooting Guide.

Financial Close Management Installation and ConfigurationPrerequisites and RoadmapFor Financial Close Management, you must install Oracle SOA Suite and all its required patches.

In a distributed environment you must install Oracle SOA Suite on the following machines inthe deployment, although you need to configure it on only one machine (the machine on whichyou want to run SOA Server): Financial Close Management, WebLogic Administration Server,Foundation Services, Financial Management (Web application), Financial Reporting (Webapplication), FDM (Web application).

Note: Oracle SOA Suite and EPM System must be deployed to the same WebLogic domain.

WebLogic Admin Server must be running while configuring and running Financial CloseManagement.

In addition, for a distributed environment, make sure you review “Installing EPM SystemProducts in a Distributed Environment” on page 89 for additional requirements.

The following tables provide an overview of the installation and configuration process for OracleSOA Suite and Financial Close Management in the following scenarios:

l In a new deployment, where you have not installed or configured any EPM System products.

l In an existing deployment, where you have already installed and configured some EPMSystem products and now want to extend the deployment to include Financial CloseManagement and Oracle SOA Suite.


Table 14 Roadmap for Installing and Configuring Oracle SOA Suite and Financial Close Management in a new EPM System Deployment

Task Reference

Install EPM System products.

Note: In a distributed environment, on the machine on which you plan to administer the WebLogicServer, you must install all Web applications for all applications you plan to deploy on any machinein the environment.

A default installation of EPM System installs WebLogic Server, which is required for Oracle SOASuite. The WebLogic Administration Server is installed and deployed on the Foundation Servicesmachine.

“Installing EPM System Products” onpage 91.

In addition, for a distributedenvironment, make sure you review“Installing EPM System Products in aDistributed Environment” on page89 for additional requirements.

Run the Repository Creation Utility and install Oracle SOA Suite.

Note: In a distributed environment, you must install Oracle SOA Suite on the following machinesin the deployment, although you need to configure it on only one machine (the machine on whichyou want to run SOA Server): Financial Close Management, WebLogic Administration Server,Foundation Services, Financial Management (Web application), Financial Reporting (Webapplication), FDM (Web application).

“Installing Oracle SOA Suite” on page107

Configure Oracle SOA Suite, creating a new WebLogic domain. You must also install the requiredOracle Fusion Middleware patches, available on My Oracle Support.

Note: In a distributed environment note the following additional step:

l If Oracle SOA Suite is on a machine separate from EPM System products, you must installFoundation Services on the SOA machine.

“Configuring and Starting Oracle SOASuite” on page 108

and

Chapter 3, “Installing EPM SystemProducts”

Stop the SOA managed server. Stop WebLogic Server if it is on the same machine as FoundationServices.

Configure EPM System products, selecting all required configuration tasks except “Deploy to SOA.”

During deployment, you must extend the WebLogic domain created during Oracle SOA Suitedeployment.

Note: Note the following information about configuring in a distributed environment:

l You must configure Foundation Services first.

“Using EPM System Configurator” onpage 118

Start WebLogic Server and then the SOA managed server. “Configuring and Starting Oracle SOASuite” on page 108

Start EPM System Configurator and select the “Deploy to SOA” task for Financial CloseManagement.

“Using EPM System Configurator” onpage 118

In a distributed environment, if Oracle SOA Suite is on a machine separate from EPM Systemproducts, make sure you have installed Foundation Services on the SOA machine. Then, on theSOA machine, start EPM System Configurator and configure with the default selected configurationtasks (“Common Settings,” “Configure Database,” “Configure Oracle Configuration Manager”).During database configuration, specify the Foundation Services database information you enteredwhen you configured the Foundation Services machine.

Tip: You can ignore any messages about Shared Services registration failing.

Chapter 4, “Configuring EPM SystemProducts”

Perform postconfiguration tasks for Financial Close Management. “Financial Close ManagementPostconfiguration Tasks ” on page186


Task Reference

Stop the SOA server, and then start EPM System products, the SOA Server and Financial CloseManagement in the order listed.

Chapter 7, “Starting and StoppingEPM System Products,” and“Financial Close ManagementApplication Server” on page 225

Validate the installation and verify deployment. Chapter 8, “Validating the Installationand Verifying Deployment”

If you have already installed and configured some EPM System products, you can add FinancialClose Management and Oracle SOA Suite to the existing deployment using the followingroadmap:

Table 15 Roadmap for Installing and Configuring Oracle SOA Suite and Financial Close Management in an Existing EPM System Deployment

Task Reference

Install Financial Close Management.

Note: In a distributed environment, on the machine on which you plan to administer the WebLogicServer, you must install all Web applications for all applications you plan to deploy on any machinein the environment.

A default installation of EPM System installs WebLogic Server, which is required for Oracle SOA Suite.The WebLogic Administration Server is installed and deployed on the Foundation Services machine.

“Installing EPM System Products”on page 91.

In addition, for a distributedenvironment, make sure you review“Installing EPM System Products ina Distributed Environment” on page89 for additional requirements.

Run the Repository Creation Utility and install Oracle SOA Suite.

Note: In a distributed environment, you must install Oracle SOA Suite on the following machinesin the deployment, although you need to configure it on only one machine (the machine on whichyou want to run SOA Server): Financial Close Management, WebLogic Administration Server,Foundation Services, Financial Management (Web application), Financial Reporting (Webapplication), FDM (Web application).

“Installing Oracle SOA Suite” onpage 107

From the WebLogic Administration Server machine, configure Oracle SOA Suite.

Note: During configuration, you must extend the WebLogic domain created during initial EPMSystem deployment.

You must also install the required Oracle Fusion Middleware patches, available on My Oracle Support.

Note: In a distributed environment note the following additional step:

l If Oracle SOA Suite is on a machine separate from EPM System products, you must installFoundation Services on the SOA machine.

Tip: You might need to restart the Weblogic Admin Server prior to starting the SOA managed server.

“Configuring and Starting OracleSOA Suite” on page 108 andChapter 3, “Installing EPM SystemProducts”

Stop the SOA managed server. Stop WebLogic Server if it is on the same machine as FoundationServices.

Configure Financial Close Management, selecting all required configuration tasks under FinancialClose Management in EPM System Configurator except “Deploy to SOA.”

During deployment, you must extend the WebLogic domain created during EPM System deployment.

You must also complete the Foundation Services “Configure Web Server” task.

“Using EPM System Configurator”on page 118

Start WebLogic Server and then the SOA managed server. “Configuring and Starting OracleSOA Suite” on page 108


Task Reference

Start EPM System Configurator and select the “Deploy to SOA” task for Financial Close Management. “Using EPM System Configurator”on page 118

In a distributed environment, if Oracle SOA Suite is on a machine separate from EPM Systemproducts, make sure you have installed Foundation Services on the SOA machine. Then, on the SOAmachine, start EPM System Configurator and configure with the default selected configuration tasks(“Common Settings,” “Configure Database,” “Configure Oracle Configuration Manager”). Duringdatabase configuration, specify the Foundation Services database information you entered whenyou configured the Foundation Services machine.

Tip: You can ignore any messages about Shared Services registration failing.

Perform postconfiguration tasks for Financial Close Management. “Financial Close ManagementPostconfiguration Tasks ” on page186

Stop the SOA server, and then start EPM System products, the SOA Server and Financial CloseManagement in the order listed.

Chapter 7, “Starting and StoppingEPM System Products,” and“Financial Close ManagementApplication Server” on page 225

Restart EPM Workspace to access Financial Close Management from EPM Workspace.

Validate the installation and verify deployment. Chapter 8, “Validating theInstallation and VerifyingDeployment”

Installation SequenceEPM System Installer enables you to install, configure, and deploy multiple products on amachine at one time. EPM System Installer installs components in the correct order, so you canselect as many products as you want to install on a machine at one time.

Before installing products:

l See “Installation Planning Checklist” in Oracle Hyperion Enterprise PerformanceManagement System Installation Start Here.

l Review the system requirements in the Oracle Hyperion Enterprise Performance ManagementSystem Certification Matrix (http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html).

l Review the Media Pack Readme on Oracle® E-Delivery to see which products are requiredor optional for use with your products.

Note that EPM System Installer installs WebLogic Server on each machine where you install aWeb tier or Service tier component.

The following EPM System products are not installed and configured using EPM SystemInstaller:

l Smart View. To install Smart View using the standalone executable, see “Installing EPMSystem Clients” on page 101.





l Spreadsheet Add-in. To install Spreadsheet Add-in using the standalone executable, see“Installing EPM System Clients” on page 101.

l Disclosure Management client, and optionally, Taxonomy Designer. See “Installing EPMSystem Clients” on page 101.

l Data Relationship Management. See the Oracle Hyperion Data Relationship ManagementInstallation Guide.

Installing EPM System Products in a DistributedEnvironmentYou typically install EPM System products in a distributed environment. The number ofcomputers you need depends on several factors, including:

l The size of the applications

l The number of users

l The frequency of concurrent use by multiple users

l Any requirements your organization has for high availability

l Your organization's security requirements

See the Oracle Hyperion Enterprise Performance Management System Installation Start Here forsample deployment diagrams to help plan your deployment.

EPM System Installer simplifies the task of installing components in a distributed computingenvironment. You can install, configure, and validate any components you want on anycomputer. Once you have installed, configured, and validated the components on that machine,you can repeat the process on another machine.

For information about which assemblies you need on each machine in a distributedenvironment, see Chapter 2, “Preparing for Installation.”

Note the following information about planning for an installation in a distributed environment:

l While you can install products in any order in a distributed environment, there is a requiredconfiguration sequence in a distributed environment. See “Configuration Sequence in aDistributed Environment” on page 112. In particular, note that you must configureFoundation Services first. Foundation Services must be installed and configured for otherproducts to configure successfully. To configure Foundation Services, select the Foundationtasks on the Task Selection panel of EPM System Configurator: “Common Settings,”“Configure Database,” and “Deploy to Application Server.” Configure the Web server last.

l In a distributed environment, EPM Oracle home must be the same on each machine. Forexample, if the path for EPM Oracle home is /Oracle/Middleware on the first machineyou configure, it must be /Oracle/Middleware on all the machines in the deployment.

l On the machine on which you plan to administer the WebLogic Server, you must install allWeb applications for all applications you plan to deploy on any machine in the environment.

Installing EPM System Products in a Distributed Environment 89

(The WebLogic Admin Server is installed and deployed on the Foundation Servicesmachine.)

l On each remote machine in a distributed environment, install the Web applications youplan to run on that machine and then use EPM System Configurator to deploy the Webapplications automatically, or manually deploy the Web applications.

Note that EPM System Installer installs WebLogic Server on each machine (for Web tier andService tier components) in a distributed environment.

l If you are deploying Web applications on a machine other than the WebLogic Admin Servermachine, WebLogic Admin Server must be running.

l

All Web applications in an EPM System deployment must be deployed on either all Windowsmachines or on all UNIX machines. However, because Financial Management runs only onWindows, if you are using Financial Management with Reporting and Analysis, you mustalso deploy Reporting and Analysis on a Windows machine. (Financial Management is notsupported as a data source on a UNIX platform.) If your other Web applications are deployedto UNIX machines, you must deploy Financial Reporting and Web Analysis on Windowsusing a manual process. See “Deploying Financial Reporting and Web Analysis on Windowsfor use with Financial Management” on page 165.

l You can have more than one Web server in a deployment for load balancing and failover.

l If you are installing in multiple environments (for example, Development, Test, andProduction), install Foundation Services products in each environment.

l You must install the Financial Management Smart View Provider and the FinancialManagement LCM Provider on the same box as the Financial Management Web application.

l For IIS 6.0, you cannot install 32-bit components on a 64-bit system on which 64-bitcomponents are already installed. You must install the 32-bit components on another systemor install all of the 32-bit components on a 32-bit system. Specifically FDM (32-bit) andStrategic Finance (32-bit) cannot be deployed on the same computer where FinancialManagement (64-bit) and Performance Management Architect (64-bit) are deployed. On32-bit platforms, all EPM System products can co-exist. For IIS 7 (the default on Windows2008 systems), 32-bit and 64-bit components can co-exist.

l During configuration, the Oracle HTTP Server machine needs connectivity to the machinehosting the Shared Services Registry.

l EPM System static content, including product online Help, is installed with Oracle HTTPServer.

l In a distributed environment, for Financial Close Management, you must install Oracle SOASuite on the following machines in the deployment, although you need to configure it ononly one machine (the machine on which you want to run SOA Server): Financial CloseManagement, WebLogic Administration Server, Foundation Services, FinancialManagement (Web application), Financial Reporting (Web application), FDM (Webapplication).

Note: Oracle SOA Suite and EPM System must be deployed to the same domain.


l For FDM, when you are using Financial Management, Essbase, Planning, or HyperionEnterprise as target systems, the target system clients must be installed on the same serveras FDM.

l If you are using FDM and IIS as the Web Server, you must install the FDM Web applicationand the Web Server on the same box.

l If you are using Financial Management and IIS as the Web Server, you must install FinancialManagement Web applications and the Web Server on the same box.

Characters Supported for Installation andConfigurationThe following characters are supported during installation and configuration with EPM SystemInstaller and EPM System Configurator.

Table 16 Characters Supported for Installation and Configuration

Fields Supported Characters Blocked Characters

PATH Alphanumeric, dash (-), underscores (_), periods ( . ), and tildes (~). Tildes aresupported only on Microsoft Windows.

All others

Host name Alphanumeric, dash (-), and dot(.).

EPM System supports IPv6 addresses. However, during installation andconfiguration, you must enter the host name, not the IPv6 address.

All others

User name Alphanumeric characters including non-English (extended and double-byte)characters, except for the blocked characters

+ * / # [ ] { } ( ) ; : , @ ! “

Clusters, databasenames, and othergeneral fields suchas DSN names

Alphanumeric characters including non-English (extended and double-byte)characters, except for the blocked characters

+ . - * \ / # [ ] { } ( ) ; : , @ ! “

Installing EPM System ProductsYou can install EPM System products using the graphical user interface, using the console modeinterface, or using a silent mode installation response file.

When you install EPM System products, you choose which type of installation to perform:

l New installation

l Re-install this release

For each type of installation, you choose whether to install EPM System products by tier or byindividual component:

Characters Supported for Installation and Configuration 91

l Select “Choose components by tier” to install all the product components for the selectedproducts by tier (Client, Web application, and Services). You still have the option to specifyinstallation location and the products to install.

l Select “Choose components individually” if you want more control over which services andcomponents are installed for each product component.

Oracle recommends that you install EPM System products by tier.

Note: On Windows machines, run EPM System Installer and EPM System Configurator as anadministrator. Install and configure as the same user for all EPM System products. If youare using Windows 2008, install with UAC disabled.

Note: On UNIX machines, do not use the root user to install and configure. Install andconfigure as the same user for all EPM System products. On UNIX machines, for all Oracleproducts, the user that will be installing must be part of the same group; the group musthave write permission to the central inventory (oraInventory).

ä To install EPM System products:

1 Choose a method:

l (Windows) Double-click installTool.cmd in the root directory to which youextracted the EPM System Installer files.

l (Windows) From a Windows console, change to the root directory to which youextracted the EPM System Installer files and enter installTool.cmd -console.

l Create a silent installation response file. See “Performing Silent Installations” on page100.

l (UNIX) Change to the root directory to which you extracted the EPM System Installerfiles and type ./installTool.sh.

l (UNIX) Change to the root directory to which you extracted the EPM System Installerfiles and type ./installTool.sh -console.

EPM System Installer launches.

Tip: The first page of EPM System Installer might open hidden behind other windows ifyou navigate away from the EPM System Installer window or try to reposition the initialwindow. Press Alt+Tab to switch to the first page of the wizard.

2 Select a language.

Throughout EPM System Installer, if a component is not available for installation in thelanguage you selected, it is shaded in color and marked with an asterisk (*).

3 Review and complete each page of EPM System Installer, clicking or selecting Next to move to the nextpage.

In console mode, type the number beside the selection you want.


Tip: EPM System Installer starts to display the progress indicator after it has prepared thelist of assemblies to install. This might take several minutes, depending on how manyproducts you selected. EPM System Installer displays progress incrementally as eachassembly's installation is complete.

The following table provides links where you can find more details about each page of EPMSystem Installer.

Table 17 EPM System Installer Pages

Page Reference

Welcome “Welcome” on page 93

Destination/MiddleWare Home “Destination/Middleware Home” on page 94

Installation Type “Installation Type” on page 95

Product Selection “Product Selection” on page 96

Confirmation “Confirmation” on page 98

Progress “Progress” on page 99

Summary “Summary” on page 99

4 When installation is complete, click or select Configure to configure the products using EPM SystemConfigurator, or click or select Finish to close EPM System Installer.

Note: If you are installing Financial Close Management, note that it requires additional stepsbefore you configure with EPM System Configurator. See “ConfigurationPrerequisites for Financial Close Management” on page 107.

For more information about configuring EPM System products, see Chapter 4, “ConfiguringEPM System Products.”

After you install and configure the products, start the services as described in Chapter 7, “Startingand Stopping EPM System Products.” You can then use EPM System Diagnostics to validatethat the installation was successful and that the components are communicating. See Chapter 8,“Validating the Installation and Verifying Deployment.”

Welcome

ä Review the prerequisites carefully before you continue the installation. When you haveconfirmed that your system meets the prerequisites to run EPM System Installer, click orselect Next to continue the installation.

EPM System Installer checks for the following:

Installing EPM System Products 93

l Whether your system has a supported operating system.

l Whether your system meets minimum memory requirements to run the installation.

l Whether the user installing has administrator privileges (Windows only).

l Whether the computer host name resolves to an IP address. If the machine host nameresolves to an IP address, EPM System Installer provides a warning. Oracle recommendsthat you resolve this issue and provide a host name instead of an IP address beforeproceeding.

l Whether there is 1 GB of temp space available

l Pre-installation checks for Oracle HTTP Server and WebLogic Server.

A check mark indicates that your system meets EPM System Installer prerequisites. If any of theprerequisite items do not display a check mark, and you choose to continue, the installationmight not succeed.

Tip: If you are using a hosts file to resolve your hostname, the host name resolves to the firstentry in your hosts file. To prevent potential communication problems in a distributedenvironment, make sure that the first entry in your hosts file is the machine's fully qualifieddomain name so that the fully qualified name is stored in the Shared Services Registry.

Destination/Middleware Home

ä Specify the destination for the installation location, or browse to a location and select it, andthen click or select Next. The default location is Oracle/Middleware.

The destination you specify becomes the Middleware home. By default EPM System Installercreates a default EPM Oracle home under the Middleware home. The default location isOracle/Middleware/EPMSystem11R1. See “About Middleware Home and EPM OracleHome” on page 18.

Note the following information about the Middleware home:

l Ensure that this destination has enough disk space to install all the products that you wantto install on this machine. See Oracle Hyperion Enterprise Performance Management SystemInstallation Start Here for disk space requirements.

l You select a Middleware home for each machine in your environment.

l If you are reinstalling EPM System products on this machine, or adding products to yourinstallation, the existing location for the Middleware home is listed as the default installationdestination, and you cannot change it.

l The destination path cannot contain spaces; for example, c:\Program Files is notacceptable (unless you use short path notation).

l The first character must be an alphanumeric character.


Note: If you previously used EPM System Installer, and you saved the installation selections toa file, you can load the selections to prepopulate the installation destination and theproducts to install. Doing so is useful if you are installing the same products on multiplemachines. Click Load, browse to the saved selections file, and click Open.

Installation Type

ä Select an installation type, and then click or select Next. If an installation type is not applicableon this machine, the option is unavailable.

Note: You cannot combine installation types in one session. For example, you cannot performa new installation of one product at the same time you perform a reinstallation of anotherproduct.

Choose from the following installation types:

l “New installation”

Choose this option if you are installing an EPM System product for the first time on thiscomputer.

Choose this option if you want to install additional components that you did not initiallyinstall.

l “Re-install this release”

Choose this option if you already installed this version of this EPM System product and wantto reinstall it, for example if you need to repair an existing installation.

If you are reinstalling EPM System products, you must first stop all EPM System services.

For each type of installation, you can choose one of the following options:

l Select “Choose Components By Tier” if you want to install all the components, by tier, forthe selected products. You still have the option to specify installation location and theproducts to install. This is the simplest path, and is recommended unless you want tocustomize the installation.

l Select “Choose Components Individually” if you want more control over which services andcomponents are installed for each product component.

See Chapter 2, “Preparing for Installation” for more information about what is installed for eachtype of installation. Some components are available only if you select “Choose ComponentsIndividually.”


Product Selection

ä If you selected Choose Components By Tier, select the tier or tiers, products, and componentsto install, and then click or select Next. If you selected Choose Components Individually, selectthe products and product components to install, and then click or select Next.

For information about what is installed on each tier, see “Component Installation By Tier andInstallation Assemblies” on page 29.

Figure 1 Choose Components By Tier

The following table describes the options if you select “Choose Components by Tier.”

Table 18 Choose Components By Tier Installation Options

Action Details

To install by tier, selectthe deployment tier toinstall — Client, Webapp, or Services.

EPM System Installer automatically selects all product components available for installation on the selected tier.Components are available for installation if you downloaded the installation assemblies and extracted them tothe proper /assemblies directory. EPM System Installer automatically selects any required components for theselected product.

Clear any productsthat you do not want toinstall for the selectedtier.

You can choose to install all the products you want on a particular machine at one time. EPM System Installerinstalls them in the correct order.

EPM System Installer prompts you if a dependent component must be selected.

Note: A component with a version number or “Re-install” next to it indicates that it has already been installed.Select a different installation type to install the component (reinstall).

Tip: Click a cell to see a description of your selection in the box at the bottom of the window.


Action Details

Clear the deploymenttiers that you do notwant to install on thismachine.

When you deselect a tier, EPM System Installer deselects all products and components for that tier.

Hide/Showunavailable products.

To see only products for which installation assemblies are available, select “Hide Unavailable Products.”

To see all products, select “Show Unavailable Products.”

Figure 2 Choose Components Individually

The following table describes the options if you select “Choose Components Individually.”

Table 19 Choose Components Individually Installation Options

Action Details

Select the products and productcomponents to install.

You can expand and collapse the entries to select or clear specific options for each product andcomponent.

Uncheck all / Check all Select “Check all” to select all the products, or “Uncheck all” to clear all the products.

Hide/Show unavailable products. To see only products for which installation assemblies are available, select “Hide UnavailableProducts.”

To see all products, select “Show Unavailable Products.”

Generally, you can install any combination of components on any computer. Note the followingabout product selection:


l Products are available for installation only if the assemblies are downloaded to the correctlocation and the selected component is supported on the platform on which you areinstalling. If a product is unavailable on the Product Selection page, ensure that theassemblies are in the correct location.

See Chapter 2, “Preparing for Installation.” For Troubleshooting tips, see Oracle HyperionEnterprise Performance Management System Installation and Configuration TroubleshootingGuide

l Select a product component to see information and status about it in the lower portion ofthe screen. If Microsoft Internet Information Server (IIS) is required for your installation,and it is not installed, a warning is noted in the lower portion of the screen, and you cannotproceed until you install IIS. If you are installing on an unsupported platform, a warning isdisplayed.

l The Shared Services and EPM Workspace Web applications are installed when you installthe Foundation Services Web application.

l If you selected “New Installation,” and you have already installed this release of a product,the product is unavailable in the Product Selection page.

l In some cases, a component is selected, but is unavailable (you can't deselect it), because itis required for another selected component.

l If you want to install Essbase in standalone mode (not using Foundation Services), you canskip the installation for Foundation Services Web applications. However, you mustconfigure the Shared Services Registry database. To configure the Shared Services Registrydatabase without installing Foundation Services, see “Setting Up Essbase in StandaloneMode” on page 156.

Confirmation

ä Review the summary of products to be installed. If necessary, click or select Back and makecorrections. Click or select Next to begin the installation.

EPM System Installer warns you if there is insufficient disk space.

The Install Type column notes one of the following:

l “Install” if this is a new installation.

l “Re-install” if this is a reinstallation of the same release of this EPM System product.

To save your installation selections to perform the same installation on another computer, orto use as the basis for a response file for silent installation, see “Saving Installation Selections”on page 99.


Saving Installation SelectionsIf you plan to install this same set of components on another computer, you can save theinstallation selections in a file. You can then load the selections on another computer duringinstallation to prepopulate EPM System Installer pages for Destination and Product Selection.

ä To save the installation selections, click or select Save, browse to a location, specify a filename, and click or select Save.

This procedure creates an editable file that can be used as the basis for a response file for silentinstallation. For information about using a response file, see “Loading Saved Selections” on page101.

Progress

ä To cancel the installation, click or select Cancel.

EPM System Installer starts to display the progress indicator after it has prepared the list ofassemblies to install. This might take several minutes, depending on how many products youselected. EPM System Installer displays progress incrementally as each assembly's installation iscomplete.

When you click or select Cancel, EPM System Installer waits until the current assembly completesinstalling and then stops. It does not undo installations for assemblies that were already installed.Use EPM System Uninstaller to remove assemblies that were installed. See Chapter 10,“Uninstalling EPM System.”

Note: “Creating Oracle Inventory” sets up infrastructure for future service fixes.

Summary

ä Review the installation summary, and then click or select Configure to launch EPM SystemConfigurator or click or select Finish to close EPM System Installer.

EPM System Installer indicates the success or failure of the installation. If any part of theinstallation failed, EPM System Installer notes which assembly failed to install. Check the logfiles for more information about the errors. You can find the log files in EPM_ORACLE_HOME/diagnostics/logs/install. There is a log file for each assembly, named product-install.log; for example, hss-install.log, and a log file for installation, installTool-install-DateTime.log.

For more information about configuring EPM System products, see Chapter 4, “ConfiguringEPM System Products.”

After you install and configure the products, start the services as described in Chapter 7, “Startingand Stopping EPM System Products.” You can then use EPM System Diagnostics to validate


that the installation was successful and that the components are communicating. See Chapter 8,“Validating the Installation and Verifying Deployment.”

Performing Silent InstallationsSilent installations automate the installation process so that you can install EPM System productson multiple computers without manually specifying installation settings on each machine.

To enable silent installation, record your installation settings in a response file. You can thenrun a silent installation from the command line, using the installation options that were savedin the response file.

ä To record installation settings and run a silent installation:

1 Navigate to the directory that contains EPM System Installer.

2 From a command line, run a command:

installTool.cmd -record filename

for Windows or

installTool.sh -record filename

for UNIX,

where filename includes an absolute path or file name for the response file.

The file is saved in XML format, but you do not have to save the file with a .xml extension.

EPM System Installer launches.

3 Proceed through EPM System Installer, specifying the options that you want to record. For additionalinformation about installation options, see “Installing EPM System Products” on page 91.

Installation options are recorded in the response file. You can modify the response file laterto change installation options.

You are now ready to run the installation in silent mode.

4 Copy the response file to the machine on which you want to run the installation. You can also copy thefile to a network drive that is accessible from the machines on which you want to install.

5 From the command line, enter a command:

installtool.cmd -silent filename

for Windows or

installtool.sh -silent filename

for UNIX.

The installation runs in the background.


Loading Saved SelectionsYou can also record installation settings from within EPM System Installer.

ä To record installation settings, during installation, on the Installation Confirmation page,click or select Save, browse to a location, specify a file name, and click or select Save. Thefile is saved in the same format as for silent installations.

ä To play back the installation using the same installation destination and product componentselections, start EPM System Installer, and on the Destination page, click or select Load,browse to the saved selections file, and click or select Open.

Modifying Response FilesAfter you create a response file, you can modify it to customize the installation options for certainmachines. For example, you might create a master silent file for all products, and then for eachmachine, change the location of the Middleware home and keep only the product componentsthat you want to install on this machine.

ä To modify a response file:

1 Open the response file in any text editor. The file is in XML format.

2 Edit the file using the following options.

l <HyperionHome>—Location of the Middleware home.

l <SelectedProducts>—Product components to install to specific tiers. Make changesin <Product name>, <ProductComponent name>, <InstallTier>, and<Component>.

l <Product name>—The name of the product. Enclose product names in quotes, as theyare XML attributes.

l <ProductComponent name>—The component of the product. Enclose componentnames in quotes, because they are XML attributes.

l <InstallTier>—The installation tier for the component installation (Client, Service,WebApplication).

l <Component> — The services to install.

3 Save the file in XML format.

Installing EPM System ClientsMost EPM System clients are installed with EPM System Installer. However, the following clientproducts have their own installers:

l Smart View

l Spreadsheet Add-in

Installing EPM System Clients 101

l Disclosure Management

For information about the files to download, see Chapter 2, “Preparing for Installation.”

ä To install Smart View:

1 Make sure Microsoft Excel is installed with the Visual Basic Option.

2 Choose a method:

l From eDelivery, download Smart View. If you are licensed to use Oracle Essbase VisualExplorer, the filename is smartviewHVE.exe. Otherwise, it is smartview.exe.

l If you have installed and configured EPM Workspace, you can launch the Smart Viewinstaller from within EPM Workspace. Select Tools, then Install, and then Smart View.

3 Proceed through the installation wizard, and when installation is complete, click Finish. Smart View isdisplayed the next time you open a Microsoft Office application.

4 Visual Explorer licensees only: To make Visual Explorer available to users, copysmartviewHVE.exe to the following location and rename it to smartview.exe:EPM_ORACLE_HOME/products/Foundation/workspace/AppServer/

InstalledApps/workspace_static/SmartView.

Administrators can enable silent installations — installations that do not require settings to bespecified each time — for Smart View. The silent installation command can be included in scriptsto automate installation.

ä To run silent installations:

1 Open a command line prompt.

2 Navigate to the directory of the Smart View installer.

3 Run one of the following commands:

l To install in the default directory, run SmartView.exe /s /v"/qn URL=http://server:19000/workspace/SmartViewProviders

l To install in another directory, run SmartView.exe /s /v"/qnINSTALLDIR=target path", for example, SmartView.exe /s /v"/qnINSTALLDIR=D:\SmartView"

l To run silent installation and log the installation sequence, run SmartView.exe/s/v”/qn INSTALLDIR=http://server:19000/workspace/

SmartViewProviders.

For Oracle Essbase Visual Explorer users, replace SmartView.exe withSmartViewHVE.exe in the command line.

ä To install Spreadsheet Add-in:

1 Make sure Microsoft Excel is installed with the Visual Basic Option.


2 Download the Spreadsheet Add-in ZIP file from E-Delivery, unzip the file to a temporary location, andlaunch Spreadsheet Add-in.exe.

If you are installing Spreadsheet Add-in using Remote Desktop, install using an admin consolesession. (Launch Remote Desktop using mstsc /admin or mstsc /console).

If you are using Spreadsheet Add-in as a Power User instead of as an Administrator, you mustmanually set ESSBASEPATH.

By default, Spreadsheet Add-in is installed in EPM_ORACLE_HOME/products/Essbase/EssbaseClient.

ä To run silent installations for Spreadsheet Add-in:

1 Open a command line prompt.

2 Navigate to the directory of the Spreadsheet Add-in installer.

3 Run the following command:

Spreadsheet Add-in.exe" /S /v"/qn INSTALLDIR=installDir FOR_CURRENT_USER=user BINARY=lang /l*v log

where:

l installDir — the installation directory. The default value is c:/Oracle/Middleware/EPMSystem11R1.

l user — specify 1 to install Spreadsheet Add-in for all users or 2 to install SpreadsheetAdd-in for the current user only. The default value is 1.

l lang — specify the language to install. Specify one of the following values. The defaultvalue is "en".

m "en" - English

m "da" - Danish

m "bl" - Dutch

m "fi" - Finnish

m "fr_FR" - French

m "de_DE" - German

m "it" - Italian

m "ja_JP" - Japanese

m "ko_KR" - Korean

m "pl" - Polish

m "pt_BR" - Portuguese (Brazilian)

m "ru_RU" - Russian

m "zh_CN" - Simplified Chinese

m "es_ES" - Spanish

m "sv" - Swedish

Installing EPM System Clients 103

m "zh_TW" - Traditional Chinese

m "tr_TR" - Turkish

l log — the path for log files.

Default values are used if you skip a parameter.

For example:

Spreadsheet Add-in.exe" /S /v"/qn INSTALLDIR=C:\Oracle\ FOR_CURRENT_USER=1 BINARY=ja_JP /l*v C:\FRS_install.log

ä To install Disclosure Management

Download the Disclosure Management ZIP file from E-Delivery, unzip the file to a temporarylocation, and launch DiscManSetup.msi.

Optionally, you can install Taxonomy Designer with the setup.exe file that is included withthe Disclosure Management ZIP file.


4Configuring EPM System

Products

In This Chapter

About EPM System Configurator.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Configuration Prerequisites .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Configuration Sequence... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

About Clustering ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Configuring Products in an SSL-Enabled Environment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Configuring Products for Manual Deployment.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Configuring Reporting and Analysis in a Distributed Environment.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Product Configuration Task Summary ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Using EPM System Configurator .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Performing Silent Configurations ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Setting Up Essbase in Standalone Mode... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

What Happens During Configuration ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

Troubleshooting Configuration ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157

About EPM System ConfiguratorEPM System Configurator is installed with the first EPM System product installed on a computerand is used to configure all products installed on the computer. Use EPM System Configuratoron each computer on which EPM System products are installed. (The Client tier does not requireconfiguration.)

EPM System Configurator provides these tasks for configuration and reconfiguration of EPMSystem products. Not all tasks are required for all products.

l “Configure Database” for Foundation Services — The database that you configure forFoundation Services, which holds the Shared Services Registry.

l “Common Settings” — EPM System Configurator displays the Common Settings page onceon each machine you configure.

l “Configure Oracle Configuration Manager” — A required task on the first machine in adeployment that you configure. EPM System Configurator uses the values you enter duringconfiguration on the first machine for all machines in the deployment.

l “Configure logical address for Web applications” — an optional task. Use this option afterfirst-time deployment if you need to change the logical address for a Web application. Thistask lets you change the logical address without redeploying the Web application.

About EPM System Configurator 105

l “Configure Web Server” — A required task. Configures the Web server for all EPM SystemWeb applications.

If you have already configured the Web server and you deploy any additional products, youmust run EPM System Configurator again and select the Foundation Services “ConfigureWeb Server” task.

l “Set Shared Services admin user password” — A required task. EPM System Configuratorcreates a preprovisioned user called admin that enables you to log on to Shared Servicesafter configuration to create and provision users. EPM System Configurator requires youto specify a new admin password during configuration. You do not need to select this task.EPM System Configurator displays this page on one machine in your deployment, on thefirst machine you configure.

l “Configure Product Options” — To comply with your license agreement, select the productfeatures that you are authorized to use.

l “Configure Database” for products — To store and retrieve data.

l “Deploy to Application Server” — To deploy the application to a Web application server.

l Product-specific configuration tasks for products that require it.

Note: EPM System Configurator also performs pre-configuration tasks and registers productswith Shared Services during configuration. You do not need to select these tasks; they areautomatically performed when needed.

Use the configuration worksheets throughout this chapter to plan your configuration and todocument the configuration steps for your company if required for disaster recovery.

About the Shared Services RegistryThe Shared Services Registry is part of the database that you configure for Foundation Services.Created the first time you configure EPM System products, the Shared Services Registrysimplifies configuration by storing and re-using the following information for most EPM Systemproducts that you install:

l Initial configuration values such as database settings and deployment settings

l The computer names, ports, servers, and URLs you use to implement multiple, integrated,EPM System products and components

l Essbase failover content

Configuration changes you make for one product are automatically applied to other productsused in the deployment.

You can view and manage the contents of the Shared Services Registry using LifecycleManagement in the Oracle's Hyperion® Shared Services Console. See Oracle Hyperion EnterprisePerformance Management System Lifecycle Management Guide.

106 Configuring EPM System Products

Configuration Prerequisites Note the following about configuration prerequisites:

l If you plan to deploy EPM System products in an SSL-enabled environment, review theOracle Hyperion Enterprise Performance Management System Security AdministrationGuide before you configure. The SSL implementation you choose affects the options youselect during configuration.

l Gather the information you need to configure products. See “Using EPM SystemConfigurator” on page 118.

l If you are using Financial Close Management, see “Configuration Prerequisites for FinancialClose Management” on page 107.

l If you plan to integrate Oracle Business Intelligence Enterprise Edition or Oracle BusinessIntelligence Publisher with EPM Workspace, see “Prerequisites for Integrating Oracle BI EEand BI Publisher Release 10.1.3.4.1+ with EPM Workspace Release 11.1.2” on page 110.

Configuration Prerequisites for Financial Close Management

Subtopics

l Installing Oracle SOA Suite

l Configuring and Starting Oracle SOA Suite

Before you can configure Financial Close Management, you must install, configure, and startOracle SOA Suite.

Installing Oracle SOA SuiteThe following procedure provides an overview of the Oracle SOA Suite installation procedure.For more information about this procedure, see the Oracle® Fusion Middleware InstallationGuide for Oracle SOA Suite 11g Release 1 http://download.oracle.com/docs/cd/E15523_01/doc.1111/e13925/overview.htm#sthref12. This roadmap contains documentation links for the stepsthat follow.

ä To install Oracle SOA Suite:

1 Make sure you meet all the prerequisites and system requirements described in the Oracle® FusionMiddleware Installation Guide for Oracle SOA Suite 11g Release 1.

Note: Oracle SOA Suite requires WebLogic Server, which is installed with a defaultinstallation of EPM System.

2 Install and run the Repository Creation Utility (RCU) to create the required schemas for Oracle SOASuite. Note the following details for this step:

l Download the Repository Creation Utility from the “Oracle Enterprise PerformanceManagement System” Media Pack on Oracle EDelivery and then install it.

Configuration Prerequisites 107

http://download.oracle.com/docs/cd/E15523_01/doc.1111/e13925/overview.htm#sthref12

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l To start RCU, from rcuHome/bin, run ./rcu (UNIX) or rcu.bat (Windows).

l You can ignore any messages about using a non-AL32UTF8 database.

l On the Database Connection Details panel, make sure to specify a user with DBA orSYSDBA privileges, such as sys.

l On the Select Components panel, make the following selections:

m Expand SOA and BPM Infrastructure and select the following SOA infrastructurecomponents: SOA Infrastructure and User Messaging Service. (You do not needto select Business Activity Monitoring (BAM).)

m Expand AS Common Schemas and select Metadata Services if it is not alreadyselected.

m For Identity Management, OID is selected by default. Do not select Oracle IdentityFederation.

Make a note of the schema owner names for all the components because you need themto configure Oracle SOA Suite.

l On the Schema Passwords panel, Oracle recommends that you select Use samepasswords for all schemas. Make a note of this password.

3 Download Oracle SOA Suite from the “Oracle Enterprise Performance Management System” Media Packon Oracle EDelivery, and then install it using the default options. If you have already installed EPMSystem products, install to the same Middleware home, for example: Oracle/Middleware.

During installation, use the JDK in the EPM System installation (MIDDLEWARE_HOME/jdk160_11).

4 When the installation is complete, configure Oracle SOA Suite. See “Configuring and Starting OracleSOA Suite” on page 108.

Configuring and Starting Oracle SOA SuiteMake sure you have installed Oracle SOA Suite as described in “Installing Oracle SOA Suite” onpage 107. Before you configure Financial Close Management, you must configure and startOracle SOA Suite.

The following procedure provides an overview of the Oracle SOA Suite configuration procedure.For more information about this procedure, see the “Configuring Oracle SOA Suite” chapter ofthe Oracle® Fusion Middleware Installation Guide for Oracle SOA Suite 11g Release 1 http://download.oracle.com/docs/cd/E15523_01/doc.1111/e13925/configure.htm#CACEEJJJ.

ä To configure Oracle SOA Suite:

1 From the WebLogic Administration Server machine, configure Oracle SOA Suite by running the OracleFusion Middleware Configuration Wizard to configure a WebLogic domain, and choose the products thatyou want to configure in that domain. To start the Configuration Wizard, from WebLogic_Home/common/bin, run config.sh (UNIX) or config.cmd (Windows).

Note that EPM System and Oracle SOA Suite must be deployed to the same domain. Thechoice you make for the domain depends on your deployment scenario:


http://download.oracle.com/docs/cd/E15523_01/doc.1111/e13925/configure.htm#CACEEJJJ

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l In a new deployment, where you have not yet configured any EPM System products,you must create a new WebLogic domain.

l In an existing deployment, where you have already configured some EPM Systemproducts and now want to extend the deployment to include Financial CloseManagement and Oracle SOA Suite, you must extend the existing WebLogic domaincreated during EPM System deployment.

Note the following additional details for this step. Note that not all steps are listed, onlythose that require specific selections for Financial Close Management.

l During deployment, select the following products: Oracle SOA Suite and all commonOracle components including Oracle Enterprise Manager, Oracle WSM PolicyManager, Oracle JRF WebServices Asynchronous services, and Oracle JRF, if they arenot already selected.

l Select the default JDK. Oracle recommends that you select Production Mode. (Whenusing Production Mode, when you start WebLogic Admin Server, when you areprompted to enter a user name and password, enter the user name and password youentered during the configuration of the Admin Server domain.)

l When you configure the JDBC datasources, enter the database details you entered whenyou ran RCU.

l Use the default settings for server port. By default, the Admin Server port is 7001 andsoa_server1 port is 8001.

2 Start WebLogic Admin Server and the Oracle SOA Suite managed servers using the WebLogic AdminServer console.

l To start the WebLogic Admin Server, run the following command:MIDDLEWARE_HOME/user_projects/domains/domainName/

startWebLogic.cmd

l To start the SOA Managed Server, run the following command: MIDDLEWARE_HOME/user_projects/domains/domainName/bin/startManagedWebLogic.cmd

soa_server1.

The Oracle SOA Server must be running before you can configure Financial CloseManagement.

Tip: SOA setup usually runs on two servers - an Admin Server running on port 7001, whichhosts the Enterprise Management application, and a managed server running on port8001, which hosts the SOA infrastructure. Log in to http://host:7001/em with yourdomain user name and password and check the status of both servers.

3 Apply the following patches for Oracle Fusion Middleware, available on My Oracle Support.

l 9538640 - PS1 CUMULATIVE MLR2 (RT) BASEDJDEVADF_11.1.1.2.PS1_GENERIC_100329.1609.5562

l 9201797 - APPS-BLK: MOVE WORKLIST LINK TO BOTTOM OF EMAILNOTIFICATION

Configuration Prerequisites 109

l 10225883 - USING ACTIVITYINSTANCEFILTER.SETCOMPONENTINSTANCEIDCAUSED RUNTIMEEXCEPTION

Tip: Shut down the Financial Close Management managed server, the SOA Server, and allmanaged servers before you apply a patch. Review the patch Readmes for informationon how to apply a patch. For Patch 9201797 and 10225883, set ORACLE_HOME to ../Oracle/Middleware/Oracle_SOA1. For Patch 9538640, set ORACLE_HOME to ../Oracle/Middleware/oracle_common.

Next, configure EPM System products according to the configuration sequence noted in“Financial Close Management Installation and Configuration Prerequisites and Roadmap” onpage 85. Then, perform manual postconfiguration tasks. See Chapter 6, “PerformingPostconfiguration Tasks.” In particular, you must complete the Financial Close Managementpostconfiguration tasks. See “Financial Close Management Postconfiguration Tasks ” on page186.

Prerequisites for Integrating Oracle BI EE and BI PublisherRelease 10.1.3.4.1+ with EPM Workspace Release 11.1.2Before you can integrate Oracle BI EE and BI Publisher Release 10.1.3.4.1+ with EPM WorkspaceRelease 11.1.2, you must first install and configure Shared Services Release 11.1.1.3 on a machineother than the machine used for EPM System Release 11.1.2. Then, perform the following steps:

l Before you can integrate BI Publisher Release 10.1.3.4.1+ with EPM Workspace 11.1.2, youmust complete the prerequisite steps described in the Oracle Business Intelligence PublisherAdministrator's and Developer's Guide Release 10.1.3.4.1, available at http://download.oracle.com/docs/cd/E10415_01/doc/index.htm. Note the following caveats:

m In the section “Configuring Oracle BI Publisher with EPM Workspace,” the step“Configure the EPM Workspace Web server” is not required because Web Server isconfigured during configuration of EPM System Release 11.1.2.

m All references to the Registry Properties file (reg.properties) in the “Prerequisitesfor Integration with EPM Workspace” refer to the Registry Properties file(reg.properties) that was created during the installation and configuration ofShared Services Release 11.1.1.3.

l Before you can integrate Oracle BI EE Release 10.1.3.4.1+ with EPM Workspace 11.1.2, youmust complete the prerequisite steps described in the Oracle Business Intelligence PublisherNew Features Guide Release 10.1.3.4.1+, available at http://download.oracle.com/docs/cd/E10415_01/doc/index.htm. Note the following caveats:

m In the section “Installing and Configuring Oracle BI Presentation Services with EPMWorkspace,” the steps “Configuring the Web Server for EPM Workspace” and"Verifying the Web Server Configuration" are not carried out using EPM WorkspaceRelease 11.1.1.3 but on EPM System Release 11.1.2.


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m All references in the document to the Registry Properties file (reg.properties) referto the Registry Properties file (reg.properties) that is created during the installationand configuration of Shared Services Release 11.1.1.3.

Next, proceed with configuration of EPM System Release 11.1.2 using EPM SystemConfigurator. After configuration of EPM System Release 11.1.2, see the required post-configuration steps needed to make Oracle BI EE and BI Publisher Release 10.1.3.4.1+ appearin EPM Workspace Release 11.1.2. See “Integrating Oracle BI EE and BI Publisher Release10.1.3.4.1+ with EPM Workspace Release 11.1.2” on page 169. Note that in this scenario, youmust have an installation of Shared Services Release 11.1.1.3 along with the installation of EPMSystem Release 11.1.2.

Note the following caveats for working in this environment:

l Native users are not supported.

l You must install and configure EPM System Release 11.1.2 and EPM System Release 11.1.1.3on different servers. Configuration on a single server is not supported.

Configuration SequenceIn general, for a new installation, Oracle recommends that for each machine, you configure allEPM System products at the same time for the products installed on the machine. By default,EPM System Configurator preselects all products for you. Foundation Services must be installedand configured for other products to configure successfully. The configuration sequence forvarious deployment scenarios is described in the following sections.

Note the following information about configuration sequence:

l If you are configuring Financial Close Management, there is a required configurationsequence. See “Financial Close Management Installation and Configuration Prerequisitesand Roadmap” on page 85.

l By default, EPM System Configurator uses the same database for all products you configureat one time. To use a different database for each product, perform the “Configure Database”task separately for each product. In some cases you might want to configure separatedatabases for products.

l Automatic Web server configuration with EPM System Configurator is supported only forthe Oracle HTTP Server installed by EPM System Installer or IIS.

l If you have already configured the Web server and you deploy any additional products, youmust run EPM System Configurator again and select the Foundation Services “ConfigureWeb Server” task.

Configure the following products after you have completed all the configuration tasks usingEPM System Configurator:

l Data Relationship Management. See the Oracle Hyperion Data Relationship ManagementInstallation Guide.

Configuration Sequence 111

l FDM. FDM has only one task in EPM System Configurator. It registers the FDM Web serverin the Shared Services Registry. The remainder of the configuration is done in FDM. See theOracle Hyperion Financial Data Quality Management Configuration Guide.

Note: If you want to install Essbase in standalone mode (not using Foundation Services), youcan skip the installation for Foundation Services Web applications. However, you muststill configure the Shared Services Registry. To configure the Shared Services Registrywithout installing Foundation Services, you run EPM System Configurator from thecommand line using the –forceRegistry option. See “Setting Up Essbase in StandaloneMode” on page 156.

Configuration Sequence in a Single-Machine EnvironmentOracle recommends that for each machine, you configure all EPM System products at the sametime for the products installed on the machine. If you are configuring multiple products on amachine simultaneously, EPM System Configurator configures them in the correct order.Foundation Services must be installed and configured for other products to configuresuccessfully.

After you have completed configuration, perform the postconfiguration tasks required for yourproduct. See Chapter 6, “Performing Postconfiguration Tasks.”

Configuration Sequence in a Distributed EnvironmentConfigure Foundation Services first. Foundation Services must be installed and configured forother products to configure successfully. To configure Foundation Services, select theFoundation tasks on the Task Selection panel of EPM System Configurator: “Common Settings,”“Configure Database,” and “Deploy to Application Server.” Then, for each machine in thedeployment, configure all EPM System products at one time for the products installed on themachine.

Configure the Web server last. (Select the Foundation Services “Configure Web Server” task.)

Configuration in a distributed environment notes:

l When you configure in a distributed environment, you must configure the Shared Servicesdatabase on every machine. On the first machine, you are setting up the Shared ServicesRegistry. For configurations on subsequent machines, choose “Connect to a previouslyconfigured Shared Services database.” In this case, you are letting the machine know thelocation of the Shared Services Registry.

l Oracle HTTP Server is installed with Foundation Services. It is also installed on the EssbaseServer machine. In a distributed environment, configure only one instance of Oracle HTTPServer, the one on the Foundation Services machine.

l You must deploy all EPM System products to a single domain. The only exception to thisrequirement is documented in “Deploying Financial Reporting and Web Analysis onWindows for use with Financial Management” on page 165.


l If you want to cluster Web applications for load balancing, see “Clustering WebApplications” on page 113.

After you have completed configuration, perform the postconfiguration tasks required for yourproduct. See Chapter 6, “Performing Postconfiguration Tasks.”

See the following sections for information about EPM System clustering you can perform duringconfiguration with EPM System Configurator. For other types of clustering, see the OracleHyperion Enterprise Performance Management System High Availability Guide. See the OracleHyperion Enterprise Performance Management System Installation Start Here for sampledeployment diagrams to help plan your deployment.

About Clustering

Clustering Web ApplicationsYou can cluster EPM System Web applications during configuration with EPM SystemConfigurator. Use the following general configuration sequence. This procedure assumes thatthe Oracle HTTP Server installed by EPM System Installer is the logical host.

Before you cluster Web applications, make sure you meet the installation prerequisites forinstalling in a distributed environment. See “Installing EPM System Products in a DistributedEnvironment” on page 89.

ä To cluster EPM System Web applications during configuration with EPM SystemConfigurator:

1 Install EPM System Web applications on each machine in your environment.

2 Configure the Web application on the first machine, selecting “Deploy to Application Server” on theEPM System Configurator Task Selection page.

During deployment, EPM System Configurator creates a cluster for each managed server inWebLogic.

3 Configure the Web application on the next machine, selecting “Deploy to Application Server” on theEPM System Configurator Task Selection page. On the Application Server deployment panel, click Setup,and then enter details on the Advanced Setup panel. See “Advanced Setup” on page 127.

During deployment, EPM System Configurator adds the server to the cluster in WebLogic.

Repeat this step for any additional machines in the deployment.

4 Configure the Web server last, selecting “Configure Web Server” from the Foundation tasks on the EPMSystem Configurator Task Selection page.

Note the following information about clustering Web applications:

l EPM System Configurator configures a cluster for each managed server.

About Clustering 113

l You should have only one cluster for each EPM System product. Note that EPM SystemConfigurator creates a cluster for each managed server.

l For clustering the Planning Web application, see “Clustering Planning” on page 114.

l For clustering Financial Management servers, see “Clustering Financial ManagementServers” on page 114.

If you are manually deploying Web applications, see “(Optional) Clustering Web Applicationsin a Manual Deployment” on page 164 for information on clustering with WebLogic Server.

Clustering Essbase ServerUsing EPM System Configurator, you can cluster Essbase Server to provide active-passivefailover with write-back capability. Active-passive Essbase failover clusters use the service failoverfunctionality of the Oracle Process Manager and Notification (OPMN) Server.

For this release, an active-passive Essbase cluster can contain only two Essbase servers. OPMNstops, starts, and monitors the agent process.

Active-passive Essbase clusters do not support load balancing.

To configure an active-passive Essbase cluster, during configuration with EPM SystemConfigurator, on the Essbase Server Configuration page, click or select Cluster Setup and enterthe cluster details. See “Setting Up Essbase Clusters” on page 138.

For information about active-active clustering using Provider Services, see “Essbase Clusteringand Failover” in the Oracle Hyperion Enterprise Performance Management System HighAvailability Guide. You can implement active-passive failover using EPM System Configurator,or active-active failover using Provider Services, but not both.

Clustering PlanningYou cluster the Planning Web application during configuration with EPM System Configurator.During configuration, select “Manage Planning Clusters” and for Web Tier Host Name, specifythe name of the load balancer. See “Planning Cluster Management (Optional)” on page 142.

Clustering Financial Management ServersThe following procedure defines an overview of the recommended process for adding serversto the Financial Management environment, defining clusters, and adding servers to the clusters.

Note: EPM System Configurator does not dynamically resolve the list of newly registeredFinancial Management servers clusters. You must restart EPM System Configuratorbefore registering any remote servers/clusters.


ä To cluster servers in your Financial Management environment:

1 After you install Financial Management on a new server or servers, run EPM System Configurator on allnew servers and select the “Configure Application Server” task.

2 Run EPM System Configurator on any one application server and select the “Configure ApplicationCluster” task to define clusters and add or remove servers to clusters.

3 Run EPM System Configurator on any application or Web server and select the “Register ApplicationServers/Cluster” task.

4 Restart the Foundation Services Web application and the Web server.

5 In EPM Workspace, register each application against the preferred cluster. See the Oracle HyperionFinancial Management Administrator's Guide.

Configuring Products in an SSL-Enabled EnvironmentIf you are configuring EPM System products for SSL, the configuration sequence and selectionsyou make during configuration depend on the type of SSL implementation you choose. See theOracle Hyperion Enterprise Performance Management System Security Administration Guide formore information. EPM System supports the following types of SSL configuration:

l Full SSL Deployment (including data access)

l SSL Terminating at the Web Server

l SSL Accelerators (Off-loading)

l Two-way SSL

Configuring Products for Manual DeploymentIf you plan to manually deploy EPM System Web applications, launch EPM System Configuratorwith the /configtool-manual.bat|.sh command. Perform all required configuration tasksexcept for the “Deploy to Application Server” task and the “Configure Web Server” task. Then,perform the steps outlined in Chapter 5, “Manually Deploying EPM System Web Applications.”

Configuring Reporting and Analysis in a DistributedEnvironmentNote the following considerations if you are installing Reporting and Analysis in a distributedenvironment:

l Install only one instance of Reporting and Analysis Framework services and InteractiveReporting services on each host, and run EPM System Configurator on each machine. Then,you can replicate these services using the Administer section of EPM Workspace (selectNavigate then Administer, then Reporting and Analysis, and then Services) to replicateservices on each host. Each instance is part of the cluster and is used for load balancing andhigh availability.

Configuring Products in an SSL-Enabled Environment 115

l If you are running multiple instances of the Reporting and Analysis Repository Service, allinstances should share the file system location. Specify the file system location duringconfiguration with EPM System Configurator, on the Configure RA Framework Servicespage, or from the using the Administer section of EPM Workspace. If you are running thisservice as a Windows service, use a UNC path instead of a mapped drive. This preventspotential permissions errors than can occur when Windows attempts to create a mappeddrive at startup. See “Configure RA Framework Services” on page 141.

On Windows platforms, when replicating common Reporting and Analysis services andusing the network shared folder for the repository location, run the Reporting and Analysisagent Windows service under a user account with sufficient privileges for the network sharedfolder (not under a "Local System" account).

l For the Financial Reporting Web application, you can have only one active instance of theScheduler component in a clustered environment.

For more information about configuring Reporting and Analysis for a distributed environment,see Hyperion Reporting and Analysis Framework Administrator’s Guide.

Product Configuration Task SummaryThe following tables summarize the configuration tasks for each product. All products areautomatically registered with Shared Services during configuration. EPM System Configuratordisplays the “Common Settings” page once on each machine that you configure. EPM SystemConfigurator displays the “Oracle Configuration Manager Registration” page on the firstmachine that you configure.

Clients do not require configuration and are not included in these tables.

The following table summarizes the configuration options available for Foundation Servicesproducts.

Table 20 Foundation Services Configuration Task Summary

ProductOptions

ConfigureDatabase

Deploy to ApplicationServer

Product-specific Configuration Tasks Post-configurationTasks

FoundationServices

X X

This selection deploysShared Services and theEPM Workspace Webapplications.

l Common Settings

l Configure Logical Address for WebApplications (Optional)

l Configure Oracle ConfigurationManager

l Configure Web Server

X

PerformanceManagementArchitect

X (Windowsonly)

X X (Optional)

l Interface Datasource Configuration(Windows only)

X

CalculationManager

X X


The following table summarizes the configuration options available for Essbase products.

Table 21 Essbase Product Configuration Task Summary

ProductOptions

ConfigureDatabase

Deploy toApplicationServer

Product-specificConfiguration Tasks

Post-configurationTasks

Essbase X

l Essbase CustomConfiguration

X

AdministrationServices

X X X

Provider Services X

Essbase Studio X (Required forEssbase Studiocatalog)

X

Integration Services X

The following table summarizes the configuration options available for Reporting and Analysisproducts.

Table 22 Reporting and Analysis Product Configuration Task Summary

ProductOptions

ConfigureDatabase


Product-specific Configuration Tasks Post-configurationTasks

Reporting andAnalysis

X X X

l Configure Financial Reporting Server(Windows only)

l Service Configuration

X

The following table summarizes the configuration options available for Financial PerformanceManagement Applications products.

Table 23 Financial Performance Management Applications Product Configuration Task Summary

ProductOptions

ConfigureDatabase


Product-specific ConfigurationTasks


FinancialManagement(Allconfigurationtasks areWindows only)

X X

Note: You need toselect this task only if youare using FinancialManagement withFinancial CloseManagement.

X

l Configure DCOM

l Configure Application Server

l Configure Application Cluster

l Register Application Servers/Cluster


X

Product Configuration Task Summary 117

ProductOptions

ConfigureDatabase




PerformanceScorecard

X X X

l Configure Performance ScorecardFiles Location

X

Planning X X X X (Optional)

l Manage Planning Clusters

X

Profitability andCostManagement

X X X

StrategicFinance (Allconfigurationtasks areWindows only)

X X

l Configure Data Folder

l WebServices Configuration

X

DisclosureManagement

X X

Financial CloseManagement

X X X

l Deploy to SOA

l Custom Settings (Optional)

X

The following table summarizes the configuration options available for Data Managementproducts.

Table 24 Data Management Product Configuration Task Summary

ProductOptions

ConfigureDatabase




FDM (Allconfiguration tasksare Windows only)

X

l Configure FDM WebApplication

l Configure FDM Server

X

ERP Integrator X X X

Data RelationshipManagement

X

Using EPM System ConfiguratorRun EPM System Configurator on each computer hosting the products to configure orreconfigure.


For a list of characters supported during configuration with EPM System Configurator, see“Characters Supported for Installation and Configuration” on page 91.

Note: On Windows machines, run EPM System Installer and EPM System Configurator as anadministrator. On UNIX machines, do not use the root user to install and configure.Install and configure as the same user for all EPM System products.

ä To configure EPM System products:

1 Choose a method to launch EPM System Configurator:

l On the last page of EPM System Installer, click or select Configure.

l From the Start menu, select Programs, then Oracle EPM System, then FoundationServices, and then EPM System Configurator.

l Run EPM_ORACLE_HOME/common/config/version_number/configtool.bat(.sh).

l To run EPM System Configurator in console mode, launch it from the command lineusing the –console parameter. For example EPM_ORACLE_HOME/common/config/version_number/startconfigtool.bat -console.

l For silent configurations, see “Performing Silent Configurations” on page 155.

l If you are manually deploying Web applications, launch EPM System Configurator fromthe command line using EPM_ORACLE_HOME/common/config/version_number/configtool-manual.bat (.sh) script. See Chapter 5, “Manually Deploying EPMSystem Web Applications” for more information about this procedure.

EPM System Configurator performs some initial checks. You can see the status of thesechecks in the console window. EPM System Configurator checks:

l That environment variables are set

l For .oracle.products

l That all required .jars are present

l That Windows system32 is in the PATH

l That Oracle HTTP Server installation was successful

2 Review and complete each page of EPM System Configurator, clicking or selecting Next to move to thenext page.

In console mode, type the number beside the selection you want.

The following table provides links where you can find more details about each page of EPMSystem Configurator.

Page Reference

Task selection “Task Selection” on page 121

Using EPM System Configurator 119

Page Reference

Shared Servicesand Registrydatabaseconfiguration

Ensure that the database is started and that you have created a database as described in “Preparing a Database”in Oracle Hyperion Enterprise Performance Management System Installation Start Here.

Enter the information as described in “Shared Services and Registry Database Connection” on page 129.

Enableseparatelylicensedproduct options

Select the product features that you are authorized to use based on your license agreement. See “Enable SeparatelyLicensed Product Options” on page 122 and Chapter 11, “License Compliance”

Configuredatabase

Ensure that the database is started and that you have created a database as described in “Preparing a Database”in Oracle Hyperion Enterprise Performance Management System Installation Start Here.

Enter the information as described in “Database Configuration” on page 122.

Applicationserverdeployment

Enter the information as described in “Application Server Deployment: Oracle WebLogic” on page 126.

Product-specificconfigurationtasks

For detailed procedures to configure each product, see the sections:

l “Foundation—Specific Configuration Tasks” on page 128

l “Performance Management Architect—Specific Tasks (Optional)” on page 133

l “Essbase—Specific Tasks” on page 135

l “Reporting and Analysis—Specific Tasks” on page 141

l “Planning—Specific Tasks (Optional)” on page 142

l “Financial Management—Specific Tasks” on page 144

l “Performance Scorecard—Specific Tasks ” on page 152

l “Financial Close Management —Specific Tasks” on page 154

l “Strategic Finance—Specific Tasks” on page 153

l “FDM—Specific Configuration Tasks” on page 154

3 (Optional) To save the configuration selections in a response file for silent configuration, click or selectSave, browse to a location, specify a file name, and click or select Save.

This procedure creates an editable file that can be used as a response file for silentconfiguration. See “Performing Silent Configurations” on page 155.

4 Confirm the configuration tasks to complete, and then click or select Next.

EPM System Configurator displays the status of the configuration process.

Configuration time depends on the products and tasks that you selected. Progress is recordedin

MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/config/

configtool.log

When configuration finishes, the status of each task is displayed. Configuration results arenoted in MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/config/configtool_summary.log.

5 Click or select Task Panel to return to the Task Selection page to complete additional configurationtasks.


6 Click or select Finish.

If configuration is successful, perform postconfiguration tasks, start services and validateservice startup. See Chapter 6, “Performing Postconfiguration Tasks,”, Chapter 7, “Startingand Stopping EPM System Products” and Chapter 8, “Validating the Installation andVerifying Deployment.”

Terminating configuration for a particular product does not terminate the entire process.Configuration continues for the other products. EPM System Configurator displays errormessages on a summary page after the configuration process completes.

If errors are displayed, perform these tasks:

l Review the log files.

l See the Oracle Hyperion Enterprise Performance Management System Installation andConfiguration Troubleshooting Guide for information about resolving configurationissues.

l If you see errors related to the Oracle HTTP Server installation, make sure you've metthe Oracle HTTP Server installation prerequisites. See “Oracle HTTP Server InstallationPrerequisites” on page 84. For more tips on troubleshooting the Oracle HTTP Serverinstallation, see the Oracle Hyperion Enterprise Performance Management SystemInstallation and Configuration Troubleshooting Guide.

l If Oracle Configuration Manager is not available during configuration, EPM SystemConfigurator will show that the “Configure Oracle Configuration Manager” task failed.When the Oracle Configuration Manager is available, re-start EPM System Configuratorand select the "Configure Oracle Configuration Manager" task.

Task Selection

ä Select the products and tasks to configure for this machine, or click or select Next to selectall the required tasks.

Note the following about task selection:

l In a new installation all required tasks are selected by default.

l You can clear tasks you want to perform later.

l Select “Check All” or “Uncheck All” to quickly select or deselect all tasks.

l You cannot deselect mandatory tasks, which are selected by default. If the task is unavailable(grey) and selected (checked), the task will be performed and you cannot deselect it.

l EPM System Configurator automatically performs some common tasks the first time youconfigure any component of a product, such as Shared Services registration. EPM SystemConfigurator uses the Shared Services Registry to find the location of Shared Services.

l The EPM Workspace Web application and the Shared Services Web application are deployedwhen you select the Hyperion Foundation Deploy to Application Server task.


For ease of deployment and simplicity, you can use one database for all products, which is thedefault when you configure all products at the same time.

Caution! To use a different database for each product, perform the “Configure Database” taskseparately for each product. In some cases you might want to configure separatedatabases for products. Consider performance, roll-back procedures for a singleapplication or product, and disaster recovery plans.

Enable Separately Licensed Product Options

ä Select the product features that you are authorized to use based on your license agreement.

For some products, this step enables you to select only those product features that you havepurchased. The features available depend on your purchase and licensing agreements. Forinformation, see Chapter 11, “License Compliance.”

You specify product options only for the following products:

l Planning. For Planning, you can select “Capital Expenditures Planning,” “Public SectorPlanning and Budgeting,” or “Workforce Planning” if you are licensed to use those modules.Selecting these options enables features for those modules.

l Strategic Finance. For Strategic Finance you can select Strategic Finance for Banking if youare licensed to use it.

The following table describes options for Product Options configuration.

EPM System Configurator Description Your Information

Product/Options Select the product components that you are licensed to use.

Database Configuration

ä Specify the database settings to use for the products that you selected on the Task Selectionpage.

For ease of deployment and simplicity, for a new installation, you can use one database for allproducts, which is the default when you configure all products at the same time. To use a differentdatabase for each product, perform the “Configure Database” task separately for each product.In some cases you might want to configure separate databases for products. Considerperformance, roll-back procedures for a single application or product, and disaster recoveryplans. See Oracle Hyperion Enterprise Performance Management System Installation Start Here.

Note the following about database configuration:

l Ensure that the database is set up as described in “Preparing a Database” in Oracle HyperionEnterprise Performance Management System Installation Start Here.


l The first time you configure, a default database name is displayed. Change the defaults tomatch the name of the database and user you already created.

l A database type might not be available if one of the selected products doesn’t support it. Inthis case, configure this product separately. See the Oracle Hyperion Enterprise PerformanceManagement System Certification Matrix (http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html) for a list of supported databases for eachproduct.

l During Performance Management Architect database configuration, EPM SystemConfigurator checks that Oracle Database client is installed.

l The schemas for the EPM System databases are documented and are available in a zip fileposted on the EPM Whitepaper library (http://www.oracle.com/technetwork/middleware/bi-foundation/epm-data-models-release-1112-168760.zip).

The following table describes options for database configuration.

EPM SystemConfigurator Fields

Description YourInformation

Database configurationfor the followingproducts

Confirm the list of products for which you want to configure the database. The list displayeddepends on the products you initially selected to configure.

To create different databases for each product, select only one product at a time and runEPM System Configurator again to configure the database for another product.

Connect to a previouslyconfigured database/Perform 1st-timeconfiguration ofdatabase

Select a configured database, or specify the name of a new database to configure.

Note: This task assumes that you have created the database. If you have not created adatabase, see “Preparing a Database” in Oracle Hyperion Enterprise PerformanceManagement System Installation Start Here.

Database type Select the database type.

Server Specify the name of the computer or server hosting the database.

For Oracle RAC, specify the VIP name or one of the node names as the server name.

Port Select the default or specify a custom server port number on which the database listens.

Service Name or SID, orDatabase Name

Specify the name of the database.

If you are using an Oracle RAC database, specify the RAC service name.

For Financial Management with Oracle Database, you can use TNS identifier in tnsnames.ora instead of SID or Service Name.

Username Enter the database user name.

Password Enter the database user password.

Note: If the password changes, reconfigure as described in “Changing DatabaseConnection Information and Repository Passwords” on page 238.

Advanced Options(Optional)

Click or select to specify additional information. See “Advanced Options for DatabaseConfiguration (Optional)” on page 124.

You can use this option to configure Oracle RAC.




http://www.oracle.com/technetwork/middleware/bi-foundation/epm-data-models-release-1112-168760.zip

http://www.oracle.com/technetwork/middleware/bi-foundation/epm-data-models-release-1112-168760.zip

When you configure EPM System products to use a database, EPM System Configurator ensuresthat the database is connected and is a supported database type. For a list of supported databasesfor this release, see Oracle Hyperion Enterprise Performance Management System CertificationMatrix (http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html).

You can use Windows Authentication for SQL Server connections if you use Microsoft SQLServer database. See “Setting Up Microsoft SQL Server Windows Authentication” on page124.

Setting Up Microsoft SQL Server Windows Authentication

ä To set up Windows authentication for a SQL Server connection:

1 Configure SQL Server to use Windows authentication.

2 Grant your Windows account appropriate access to your database.

3 From the configuration task list, select Configure Database.

4 From the database list, select SQL Server.

5 Specify all database information except for Username and Password.

Advanced Options for Database Configuration (Optional)The following table describes advanced options for database configuration.



JDBC URL Enter additional attributes for the connection.

If you enter a JDBC URL, it overrides the values you entered in the database configurationpage. See Appendix D, “JDBC URL Attributes” for more information.

Use secure connectionto the database (SSL)

Select to enable secure communication to the database.

To use an SSL-enabled JDBC connection, you must also enter specific parameters. SeeAppendix D, “JDBC URL Attributes” for more information.

See the Oracle Hyperion Enterprise Performance Management System SecurityAdministration Guide to see whether selecting this option is appropriate for your SSLimplemenation.

Trusted Keystore Enter or browse to the location of the keystore.

Trusted KeystorePassword

Enter the password for the keystore.

For Oracle:

Data Tablespace Enter the name of an existing tablespace used to store table data. The data tablespace isthe logical portion of the database used to allocate storage for table data.






Index Tablespace To specify the database tablespaces in which the indexes are created, select the indexlocation.

For Financial Management

Number of pooled DBconnections

Specify the number of maximum pooled relational database connections for the application,or use the default value of 40.

Financial Management requires approximately 25 relational database connections perapplication.

For more information about pooled database connections, see Appendix E, “DatabaseInformation for Financial Management.”

WebLogic Domain Information

ä Specify information about the WebLogic domain to which to deploy the Web applications.

You deploy all EPM System products to a single domain.

Note: If you are using Financial Close Management, EPM System and Oracle SOA Suite mustbe deployed to the same domain. If you have already configured Oracle SOA Suite, deployEPM System products to the same domain.

The following table describes options to define the WebLogic Server domain.

EPM System ConfiguratorFields


Deploy Web applications to anexisting domain/Define a newdomain to deploy the Webapplications

Specify whether to deploy Web applications to an existing domain or to a new domain.

Admin Host For an existing domain, specify the Admin Host.

Domain Name To define a new domain, enter a domain name. The default domain name isEPMSystem.

To deploy to an existing domain, specify the domain to use for deployment.

Admin Port Accept the default port, or, to change the default, enter a port number that does notconflict with other applications installed on your machine.

Admin User Enter the admin user name for the domain. By default, EPM System Configurator usesepm_admin.

Admin Password Enter the admin password or enter a new password for a new domain.

Tip: Make a note of this password.




Confirm Admin Password If you are defining a new domain, confirm the admin password.

Application Server Deployment: Oracle WebLogic

ä Specify the application server options, or click or select Next to accept the default entries.

The following table describes options for WebLogic application server deploymentconfiguration.

EPM SystemConfiguratorFields


Ear/War Select the components to deploy.

Name Displays the server name.

Port Accept the default port, or, to change the default, enter a port number that does not conflict withother applications installed on your machine. See “Ports” in Oracle Hyperion Enterprise PerformanceManagement System Installation Start Here.

SSL Port Accept the default port or specify the SSL port to use for deployment. Specifying this port sets upSSL using the Java application server's default certificates. See the Oracle Hyperion EnterprisePerformance Management System Security Administration Guide for recommendations on updatingthe Java application server with a valid certificate.

If you are using SSL, you must disable the non-SSL port (or redirect it to the SSL port) in your Javaapplication server after configuration to ensure secure communication.

Set up Click or select Set up to specify the logical address the products use to connect to the Web applicationserver. Select this option when the Web applications do not communicate with the Web applicationserver directly, as in the following scenarios:

l You have set up a cluster with a load balancer.

l You are using an SSL offloader.

See “Advanced Setup” on page 127.

For more information about clustering, see “Clustering Web Applications” on page 113 and theOracle Hyperion Enterprise Performance Management System High Availability Guide.

Note the following information about deploying:

l You deploy multiple products to a single domain.

l By default, EPM System Configurator deploys 32-bit binaries to 32-bit application serverson 32–bit operating systems, and 64-bit binaries to 64-bit application servers on 64–bitoperating systems.

l The EPM Workspace Web application and the Shared Services Web application are deployedwhen you select the Hyperion Foundation Deploy to Application Server task.


l If you are implementing a custom authentication module, you must include its Java archive(.jar) in the EPM Product classpath. See the Oracle Hyperion Enterprise PerformanceManagement System Security Administration Guide for detailed procedures to implement acustom authentication module.

What Happens During Deployment: WebLogic ServerNote the following information about deployment:

l EPM System Configurator deploys each application to the WebLogic Server domain youspecified. For a new domain, the domain is created when the first application is deployed.Each application runs in a separate JVM, except for Shared Services, and EPM Workspace,which run together and are deployed to the same managed server.

l EPM System Configurator deploys the applications to MIDDLEWARE_HOME/user_projects/domains/domainName.

l Start and stop scripts are created in MIDDLEWARE_HOME/user_projects/epmsystem1/bin/.

l For each application, in MIDDLEWARE_HOME/user_projects/epmsystem1/bin/deploymentScripts there is a setCustomParamsProduct.bat file (.sh extension forUNIX), where you can change JAVA_OPTIONS when using start scripts.

l EPM System Configurator creates a cluster for each managed server.

Advanced Setup

ä If you selected Set up during Web application server deployment or during FinancialManagement Web server configuration, specify the logical address the products use toconnect to the Web application server.

The following table describes options for cluster setup configuration.



Select logicaladdress

Select an existing logical address to edit it, or select New to specify the URL for a new cluster.

You should have only one cluster for each EPM System product. EPM System Configurator createsa cluster for each managed server.

Name Enter a name for the cluster.

Host Enter a host for the cluster. Typically, enter the host name for the load balancer.

If you selected “Use SSL for Web application server communications (Requires ManualConfiguration)” on the Common Settings page, make sure the cluster URL you override with usesan SSL port.

Port Enter the port number for the cluster.




SSL Port If you selected “Use SSL for Web application server communications (Requires ManualConfiguration)” on the Common Settings page, enter an SSL port.

Context Review or update the context path. The context path is the part of the URL that accesses thedeployed Web application. For example, in the following URL, workspace is the context path:

http://webserverhost.example.com:19000/workspace

For information about clustering EPM System products, see “Configuration Sequence in aDistributed Environment” on page 112 and the Oracle Hyperion Enterprise PerformanceManagement System High Availability Guide.

Foundation—Specific Configuration Tasks

Subtopics

l EPM System Common Settings

l Shared Services and Registry Database Connection

l Update Logical Addresses for Web Applications

l Oracle Configuration Manager Registration

l Set Shared Services Admin User Password


EPM System Common Settings

ä Specify settings for all products on all machines that have been identified in the SharedServices Registry so far, or click or select Next to accept the default values.

If you configure on another machine and change any of these options, your new selections applyfor all products and machines you have not configured. If you reconfigure on a machine, thenew settings apply to any products you reconfigure and to future configurations.

The following table describes options for common settings configuration.



Create Windows Services forconfigured components(Windows only)

Select to configure each service as a Windows service that starts automatically whenyou start Windows.




Use SSL for Web applicationserver communications(Requires manualconfiguration)

Depending on your SSL implementation, select to use SSL communication for all Webapplications. If this option is selected, URLs are in the form https.

Note: Selecting this option does not enable secure communication for the Webapplication server, and does not create and load certificates into JREs and JDKs. SeeOracle Hyperion Enterprise Performance Management System Security AdministrationGuide for more information.

If you want to change from an SSL-enabled environment to a non-SSL-enabledenvironment or vice versa, see “Reconfiguring for SSL” on page 237. Modifying thisoption is not sufficient.

Mail Server Host For products that integrate an e-mail feature, which uses standard Simple Mail TransferProtocol (SMTP) protocol, specify the outgoing mail (SMTP) server. To enable e-mailalerts, you must specify the SMTP server name.

Port Specify the mail server port number, or accept the default value. If you are using SSLto communicate with the mail server, enter an SSL port.

Use SSL to communicate withmail server

Select to use SSL communication for all e-mail communication.

Mail server requiresauthentication to send email

Specify whether the mail server requires authentication, and then specify a user nameand password.

User Name Specify the user name for the SMTP server.

Password Specify the password for the SMTP server.

Admin Email Specify the administrator's e-mail address to use for notifications.

Shared Services and Registry Database Connection

ä Specify the settings for the Shared Services and Registry database.

The first time you configure EPM System products, you configure a database for use byFoundation Services, which includes the Shared Services Registry.

When you configure the Shared Services and Registry database, EPM System Configuratorensures that the database is connected and is a supported database type. If a database is detected,you may be prompted to choose whether to use the detected database or create a database.

For a list of supported databases, see the Oracle Hyperion Enterprise Performance ManagementSystem Certification Matrix (http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html). For database prerequisites for this release, see Oracle HyperionEnterprise Performance Management System Installation Start Here.

You can use Windows Authentication for SQL Server connections if you use Microsoft SQLServer database. See “Setting Up Microsoft SQL Server Windows Authentication” on page 124.

For more information about the Shared Services Registry, see “About the Shared ServicesRegistry” on page 106.




Note: This task assumes that you have already created the database. If you have not yet createda database, see “Preparing a Database” in Oracle Hyperion Enterprise PerformanceManagement System Installation Start Here.

If you uninstall EPM System products Release 11.1.2 and then reinstall into the same location,you cannot re-use the Shared Services and Registry database.

The following table describes options for Shared Services and Registry Database configuration.



Connect to a previouslyconfigured SharedServices database/Perform 1st-timeconfiguration ofShared Servicesdatabase

When you first configure the Shared Services and Registry database, choose “Perform 1st-timeconfiguration of Shared Services database.” This database includes the Shared ServicesRegistry, which is used to store common information for all products.

When you configure in a distributed environment, you must configure the Shared Servicesdatabase on every machine. On the first machine, you are setting up the Shared ServicesRegistry. For configurations on subsequent machines, choose “Connect to a previouslyconfigured Shared Services database.” In this case, you are letting the machine know thelocation of the Shared Services Registry.

For some products, you can use this same database to store product information. In this case,each product has its own table in this database. See “Installation Planning Checklist” in OracleHyperion Enterprise Performance Management System Installation Start Here for additionalinformation about database preparation for each product.

Database Type Select the database type.

Server Specify the name of the database server where the Shared Services database should becreated.

For Oracle RAC, specify the VIP name or one of the node names as the server name.

Port Select the default or specify a custom Shared Services server port number on which thedatabase listens.

Service Name or SID,or Database Name

Specify the name of the Shared Services database.

If you are using an Oracle RAC database, specify the RAC service name.

Username Enter the name of the database user.

Password Enter the password of the database user.

Note: If the password changes, reconfigure as described in Chapter 9, “Reconfiguring EPMSystem Products.”

Advanced options(Optional)

Click or select to specify additional information.

For more information on these options, see “Advanced Options for Database Configuration(Optional)” on page 124.

You can use this option to configure Oracle RAC.


Update Logical Addresses for Web Applications

ä Specify the logical address details to use for Web applications, or click or select Next to acceptthe defaults:

Use this option after first-time deployment if you need to change the logical address for adeployed Web application. This task lets you change the logical address without redeploying theWeb application.

Note: You need to perform this task on only one machine in the deployment.

The following table describes options for configuring the logical addresses to use for Webapplications.



Product Shows the components for which a Web application is deployed

Host For each enabled module, review the host name to which this Web server will proxy requests.

Port Review or update the port numbers for the application server listen ports for the applications. Theport here must match the listen port of the deployed application.

SSL Port Review or update the SSL port of the logical Web application.

If you are using SSL, you should disable the non-SSL port (or redirect it to the SSL port) in yourJava application server after configuration to ensure secure communication.

Context Review or update the context path. The context path is the part of the URL that accesses the deployedWeb application. For example, in the following URL, workspace is the context path:

http://webserverhost.example.com:19000/workspace

Note: Use fully qualified host names for all entries. For example,webserverhost.example.com.

Oracle Configuration Manager Registration

ä Specify the contact information to use for notifications from My Oracle Support and OracleConfiguration Manager.

Oracle Configuration Manager collects machine configuration and installed Oracle softwareinformation on a regular basis and uploads it to My Oracle Support. Click or select ViewDetails for more information.

EPM System Configurator displays this page on the first machine you configure and uses thevalues for each additional machine in the deployment.

The following table describes options for registering for Oracle Configuration Manager.


EPM System Configurator Fields Description Your Information

Email Enter the email address to use for notifications from MyOracle Support.

View Details Click or select View Details to see information about Oracle Supportpolicies.

I wish to receive security updates via MyOracle Support

Specify whether you want to receive security updates.

My Oracle Support password Enter your My Oracle Support password.

Note: EPM System Installer installs Oracle Configuration Manager for you inEPM_ORACLE_HOME/ccr.

For more information about Oracle Configuration Manager, see http://www.oracle.com/technology/documentation/ocm.html.

Set Shared Services Admin User Password

ä For hardened security, reset the password for the Shared Services admin user.

EPM System Configurator creates a preprovisioned user called admin that enables you to logon to Shared Services after configuration to create and provision users. EPM SystemConfigurator requires you to specify a new admin password during configuration. Afterconfiguration, make subsequent changes to the admin user password in the Shared ServicesConsole. See the Oracle Hyperion Enterprise Performance Management System SecurityAdministration Guide.

The following table describes options for resetting the Shared Services admin user password.


Description Your Information

Password Enter a new password for the Shared Services admin user.

Tip: Make a note of this password.

Re-type Password To confirm the new password, re-enter the password for the Shared Services admin user.

Configure Web Server

ä Specify Web server information, or click or select Next to accept the defaults.

Information in this page comes from applications already deployed and recorded in the SharedServices Registry and applications you are deploying in this configuration sequence.

You need to configure the Web server only on the machine on which you want to run the Webserver. EPM System Installer also installs Oracle HTTP Server on the machine hosting Essbase


http://www.oracle.com/technology/documentation/ocm.html

http://www.oracle.com/technology/documentation/ocm.html

Server but you do not need to configure this instance. (You can leave the “Configure Web Server”task “Pending.”)

Caution! If you have already configured the Web server and you deploy any additionalproducts, you must run EPM System Configurator again and select the FoundationServices “Configure Web Server” task.

Note: Enabling SSL for the Web server requires manual configuration. See Oracle HyperionEnterprise Performance Management System Security Administration Guide.

The following table describes options for the Web server configuration.



Select Web Server Select the Web server.

HTTP Port Specify the Web server port. If you use SSL, make sure the port number you enteris a secure port.

Location of Web Server Specify or browse to the location of the Web server.

Component Review the components for which the Web server is being configured.

Performance Management Architect—Specific Tasks(Optional)

Subtopics

l Interface Datasources Configuration (Optional)

l Interface Datasource Database Type (Optional)

l Interface Datasource Details (Optional)

l Select Datasource to Edit or Delete (Optional)

Creating an Interface Datasource is required if you want to use interface tables in PerformanceManagement Architect. Interface tables provide a database interface that enables the import ofmetadata and data from external systems into the Dimension Library. However, this task is notnecessary for initial configuration. See the Oracle Hyperion Enterprise Performance ManagementArchitect Administrator's Guide. You configure the tables by creating data source links that canbe used during import profile creation and data synchronization.


Interface Datasources Configuration (Optional)

ä Specify whether you want to create, edit, or delete a datasource link.

Interface data source configuration is available only on the machine on which the DimensionServer is installed. You must register with Shared Services before you can perform this task.

Note: Make sure to use a database other than your repository database for interface datasource.See “Preparing a Database” in Oracle Hyperion Enterprise Performance ManagementSystem Installation Start Here.

The following table describes options for Performance Management Architect interfacedatasource configuration.



Create a newdatasource link

Select “Create a New Datasource Link,” click or select “Next,” and then:

1. Choose the database type. See “Interface Datasource Database Type (Optional)” on page134.

2. Specify the interface datasource database properties. See “ Interface Datasource Details(Optional)” on page 134.

Edit an existingdatasource link

Select “Edit an Existing Datasource Link,” click or select “Next,” and then:

1. Choose the datasource to edit. See “ Select Datasource to Edit or Delete (Optional)” onpage 135.

2. Modify the datasource properties. See “ Interface Datasource Details (Optional)” on page134.

Delete a datasourcelink

Select “Delete a Datasource Link,” click or select “Next,” and then choose the instance todelete. See “ Select Datasource to Edit or Delete (Optional)” on page 135.

Interface Datasource Database Type (Optional)

ä Select the specific database type (Oracle, SQL or DB2) and click or select Next.

Interface Datasource Details (Optional)

ä To create or edit an interface datasource, specify the database details.

The following table describes options for Performance Management Architect interfacedatasource details configuration.




Database Type Displays the database type.

Datasource Name Accept the default name, or enter a name for the data source.

Server Accept the default name, or enter the name of the server hosting the database. (Thedefault displays based on the database type.)

Port Accept the default port number, or enter the port number of the server hosting thedatabase. (The default displays based on the database type.)

SID (Oracle) or Database(MS SQL Server or IBMDB2)

Enter the database name to use as an interface data source.

If you are using Oracle RAC, enter the service name.

User Enter the user name for the database used as the interface data source.

Password Enter the password for the database used as the interface data source.

Create interface tables Select to create the interface tables in the database. Oracle recommends that you selectthis option.

Select Datasource to Edit or Delete (Optional)

ä If you chose Edit an Existing Datasource Link or Delete a Datasource Link, select the datasourceto edit or delete.

Optional: If you are deleting a datasource, select “Delete interface tables” to delete the databasetables.

Essbase—Specific Tasks

Subtopics

l Essbase Server Configuration

l Setting Up Essbase Clusters

l Configuring and Starting an Additional Instance of Essbase Server

Essbase Server Configuration

ä Specify the configuration information for Essbase Server, or click or select Next to accept thedefault settings. In general, Oracle recommends that you keep the default settings.

Note: Oracle HTTP Server is installed with Foundation Services. It is also installed on the EssbaseServer machine. In a distributed environment, configure only one instance of OracleHTTP Server, the one on the Foundation Services machine.


Using automatic configuration with EPM System Configurator, you can configure only the 32–bit version of Essbase on 32–bit systems and the 64–bit version of Essbase on 64–bit systems.

For information about configuring an additional instance of Essbase Server, see “Configuringand Starting an Additional Instance of Essbase Server” on page 140.

During configuration, if you do not select “Essbase in Standalone mode,” EPM SystemConfigurator automatically registers Essbase with Shared Services and writes the Shared Servicesconnection information to essbase.cfg. In addition, it specifies environment variables in afile used to launch Essbase Server.

The following table describes the configuration options for Essbase Server.

Table 25 Essbase Server Configuration



Essbase Instance Name Enter a name for this instance of Essbase.

Cluster Setup Click or select Cluster Setup to create a cluster to provide active-passive Essbasefailover support with write-back capabilities. You can include only two instances in acluster. See “Setting Up Essbase Clusters” on page 138.

For each instance of Essbase you configure, select Cluster Setup. When you configurethe first instance of Essbase on the first machine, you define the cluster. When youconfigure the second instance of Essbase on the second machine, you make thisEssbase Server join the cluster you created on the first machine.

Agent port number Accept the default port number on which the Essbase Server listens for client requests.If you change the default value, be sure to enter a port number that is not used byother programs.

Start Port Accept the default number or enter the first port number on which the Essbase Serverlistens for client requests.

The port value is stored in essbase.cfg.

End Port Enter the highest port number that Essbase Server can use to connect.

Essbase uses at least two ports for each application. For a large number of applications,you need a larger port range.

Full path to application location(ARBORPATH)

The location for applications.

Note: Previous versions of Essbase used ARBORPATH to refer to the installationlocation.

If you are setting up an Essbase cluster, the application location must be a shareddrive. When you configure the second machine in the cluster, the location must matchthe location you specified for the first machine in the cluster.




Set the language to be used byEssbase (ESSLANG)

The ESSLANG variable is a locale definition. For example, to support American English,you can set ESSLANG to English_UnitedStates.Latin1@Binary.

Based on the value you specify, EPM System Configurator updatessetEssbaseEnv.bat (in MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/essbaseserver1/bin) with the ESSLANGvalue and Essbase uses this value.

Verify the operating system locale setting on your computer and select the matchingESSLANG value. The ESSLANG setting for a computer must agree with the locale settingof the computer’s operating system.

In addition, on a Windows machine, the ESSLANG value and the system locale mustmatch the language of the Planning application that you plan to take offline.

You must choose the correct ESSLANG setting for Essbase products to startsuccessfully. The ESSLANG setting can affect the function of applications anddatabases.

On Windows, if ESSLANG is already set on the computer (for example, if you havealready installed Essbase, ), the current value is selected by default.

On UNIX platforms, the ESSLANG setting defaults to English (Latin I) regardlessof the setting in the operating system.

For more details about ESSLANG, see “ESSLANG Variable” on page 137.

For the full list of supported ESSLANG values, see Oracle Essbase DatabaseAdministrator's Guide.

Set the ARBORPATHenvironment variable

Specify whether you want EPM System Configurator to update the PATH andARBORPATH environment variables.

Deploy Essbase in standalonemode

Select to use legacy security for Essbase Server instead of Shared Services security.

This option is not available if you use the -forceRegistry option to start EPMSystem Configurator.

ESSLANG Variable

Each Essbase Server installation requires that you set an ESSLANG value. See the topic onmanaging file encoding in the Oracle Essbase Database Administrator's Guide.

The default value for ESSLANG is English (Latin1). For examples of ESSLANG values forlanguages other than English, see the list of supported locales in the Unicode-mode applicationstopic in the Oracle Essbase Database Administrator's Guide.

During configuration, EPM System Configurator writes the ESSLANG value that you specify tothe Shared Services Registry and to the launch file used to start Essbase.

For Administration Services and Provider Services, there is no prompt to specify the ESSLANGvalue; it is set to the default value "English_UnitedStates.Latin1@Binary."


Managing ESSLANG Settings

The ESSLANG environment variable on the Essbase Server computer must retain the locale valueof an application for as long as that application is in use.

Note: If the ESSLANG variable is changed after applications are created on an Essbase Servercomputer, those applications cannot be started.

Clients also use locales. ESSLANG variables are optional for clients. EPM System Configuratorsets the Essbase client ESSLANG environment variable during configuration, and defaults it to"English_UnitedStates.Latin1@Binary." Client and Essbase locale values must be the same fornon-Unicode-mode clients and applications. For Unicode-mode applications, client andEssbase locale values can be different.

To avoid possible database corruption, the ESSLANG locale specification must be the same onclient and Essbase Server when:

l The client is not Unicode-enabled

l A Unicode-enabled client saves an outline over an existing outline on a version of the EssbaseServer that is not Unicode-enabled

l A Unicode-enabled client saves an outline to a non-Unicode application on a Unicode-enabled Essbase Server

The ESSLANG locale specifications on clients and Essbase Server computers can be different whena Unicode-enabled client views and updates an outline belonging to a Unicode-modeapplication.

For products that use Essbase RTC in a non-English environment, you must set ESSLANGmanually on the client.

Setting Up Essbase ClustersYou can cluster Essbase Server to provide active-passive failover with write-back capability.

An Essbase cluster can contain only two Essbase servers. To install an additional Essbase server,install an additional instance of Essbase on another machine.

On the first machine, when you configure Essbase Server, click Cluster Setup to define the cluster.On the second machine, when you configure Essbase Server, click Cluster Setup to make thisEssbase Server join the cluster you created on the first machine.

ä To set up an Essbase cluster:

1 For the first instance of Essbase Server, on the Essbase Server Configuration panel of EPM SystemConfigurator, click or select Cluster Setup and specify the information for the Essbase cluster on theSetup Clusters page.

2 Repeat the steps on the second box for the second instance of Essbase Server.


During cluster setup on the second machine, EPM System Configurator updatesessbase.cfg to specify failovermode=true.

The following table describes options for configuring Essbase for failover.



Select cluster Select New to create a new cluster to which to add an Essbase Server. Or, to add an EssbaseServer to an existing cluster, select the cluster name from the list.

Name If you select New, specify the name of the cluster.

The Essbase cluster name must be unique in a deployment environment. It cannot contain specialcharacters or spaces.

Note the following information about Essbase clusters:

l An Essbase cluster can contain only two Essbase servers. The ARBORPATH and applicationlocation must be the same for both servers.

l When you are setting up an Essbase cluster, the application location must be a shared drive.The location must reside on a file system that is reachable by all Essbase servers in the cluster.

l Essbase supports the following types of shared drives:

m Any SAN storage device with a shared disk file system supported on the installationplatform, such as OCFS

m Any NAS device over a supported network protocol, such as NFS

Oracles recommends SAN or a fast NAS device such as NetApp filers because of lower I/Olatency and failover times.

l If you are adding the second Essbase Server to a cluster, EPM System Configurator changesits ARBORPATH application location to that of the first Essbase Server.

l If you have been working in a non-clustered environment and want to change to a clusteredenvironment, and the Essbase applications are not in a shared location, you must migratethe applications to a shared location. See "Copying or Migrating Applications" in the OracleEssbase Database Administrator's Guide.

When you are using Essbase in a clustered environment, you must perform additional steps toset up Essbase failover on both nodes of the cluster. See “Setting Up Active-Passive EssbaseClusters” on page 172.

For information about active-active clustering using Provider Services, see “Essbase Clusteringand Failover” in the Oracle Hyperion Enterprise Performance Management System HighAvailability Guide.


Configuring and Starting an Additional Instance of Essbase ServerYou can install Essbase Server once and configure multiple additional instances. Configure thefirst instance as usual using EPM System Configurator. Configure subsequent instances usingthe following procedure.

For subsequent instances, you can configure only the 32–bit version of Essbase on 32–bit systemsand the 64–bit version of Essbase on 64–bit systems. Configuring a 32–bit version of Essbase ona 64–bit system is not supported when configuring additional instances.

ä To configure an additional instance of Essbase Server on the same machine:

1 Launch EPM System Configurator with the command line parameter —showeoipanel. For example,from EPM_ORACLE_HOME/common/config/version_number, type: configtool.bat —showeoipanel.

2 EPM System Configurator launches and displays a panel where you specify the location for the additionalinstance of Essbase Server. Enter a location.

The default location for a subsequent instance is MIDDLEWARE_HOME/user_projects/epmsystemN where N is the number of the instance.

3 On the Essbase Server Configuration page, specify the following information:

l A unique Essbase instance name.

l A unique agent port number.

l A unique port range. The range of ports used by one Essbase Server instance must notoverlap the range of ports used by another instance or any other products.

The port numbers for the additional instance of Essbase Server are stored in theessbase.cfg file for this installation.

l For ARBORPATH: If this instance is in a cluster with another instance, this instancemust have the same application location as the first instance. If this instance is not in acluster with another instance the ARBORPATH can be different.

4 Complete configuration with EPM System Configurator.

5 To prevent a port conflict in OPMN, you must manually edit opmn.xml. See “Modifying OPMN for anAdditional Instance of Essbase” on page 173.

Each instance of Essbase Server has its own OPMN and its own startup script. To start anadditional instance of Essbase Server, use the startEssbase.bat|.sh script for this instance,located in EssbaseInstanceLocation/bin.

Each instance has its own log file in EssbaseInstanceLocation/diagnostics/logs/essbase.


Reporting and Analysis—Specific Tasks

Subtopics

l Configure RA Framework Services

l Reporting and Analysis Service Configuration

Configure RA Framework Services

ä Specify the following Reporting and Analysis Framework service information, or click orselect Next to accept the defaults:

The following table describes options for Reporting and Analysis Framework Servicesconfiguration.



RepositoryDirectory

Specify the directory where the Reporting and Analysis repository data is stored; for example:MIDDLEWARE_HOME/user_projects/epmsystem1/ReportingAnalysis/data/directoryName.

If you are replicating repositories, specify a write-able, shared drive. All instances should share thefile system location.

If you are running this service as a Windows service, use a UNC path instead of a mapped drive. Thisprevents potential permissions errors than can occur when Windows attempts to create a mappeddrive at startup.

Port Ranges Specify the port range to use for Reporting and Analysis Framework services.

Reporting and Analysis Service Configuration

ä Specify the following options to configure Interactive Reporting services, or click or selectNext to accept the defaults.

The following table describes options for Interactive Reporting service configuration.



Port Range For each listed Interactive Reporting service, specify the range of ports to use, or click orselect “Next” to keep the default port ranges.


Planning—Specific Tasks (Optional)

Subtopics

l Planning Cluster Management (Optional)

l Planning Cluster Management — Cluster Properties (Optional)

l Edit Planning Cluster (Optional)

Creating a cluster for Planning is optional because a default cluster is created for you when youconfigure the Planning database. Configure Planning clusters after you have configured anddeployed Foundation Services. Shared Services must be running.

Planning Cluster Management (Optional)

ä Select whether to create, edit, delete, activate, or reassociate a cluster.

A cluster is a name for a group of Planning applications and can contain one or manyapplications. Each application gets associated with a cluster when an application is created.

You can designate a cluster as the active cluster during cluster creation or at any time by choosing“Manage Planning Clusters” in EPM System Configurator.

You must configure the database before you can create or edit a cluster. The default cluster iscreated after you complete all the other Planning configuration tasks.

To add a new Planning server to an existing configuration, run the “Activate Cluster” task fromeach Planning server machine.

The following table describes options for Planning cluster configuration.



Create Cluster Select “Create Cluster,” click or select “Next,” and then specify the cluster properties. See “PlanningCluster Management — Cluster Properties (Optional)” on page 143.

Edit Cluster Select “Edit Cluster,” click or select “Next,” choose the cluster to edit, and then modify the clusterproperties. See “Edit Planning Cluster (Optional)” on page 143.

Delete Cluster Select “Delete Cluster,” click or select “Next,” and then choose the cluster to delete. See “PlanningCluster Management — Cluster Properties (Optional)” on page 143.

Activate Cluster Select “Activate Cluster,” click or select “Next,” and then choose the cluster to activate. See“Planning Cluster Management — Cluster Properties (Optional)” on page 143.

When you activate a cluster, only applications associated with that cluster are displayed in EPMWorkspace.




Re-AssociateCluster andApplication

Select “Re-Associate Cluster and Application,” click or select “Next,” and then choose the clusterand the application to associate. See “Planning Cluster Management — Cluster Properties(Optional)” on page 143.

Applications get associated with a cluster when an application is created, and that associationcan be modified by selecting “Re-Associate Cluster and Application.” This is useful, for example,if you decide that you want an application associated with a different server.

Planning Cluster Management — Cluster Properties (Optional)

ä Choose from the following options, depending on your selection in the Planning ClusterManagement page:

l If you selected Create Cluster, specify the following options:

The following table describes options for creating Planning clusters.



Cluster Name Specify a name for the cluster or accept the default.

Web Tier Host Name Enter the full name of the machine where you installed the Planning Web server component.

Note: In a multiserver environment, this machine should be the load balancer, and in asingle server environment, it is the same as the Planning server.

Server Port Accept the default server port or make a change if necessary. The port number should bethe port used for application server deployment.

Activate Cluster Select if you want to display only those applications in EPM Workspace that are associatedwith this cluster. If you want to see all applications in EPM Workspace, do not select thischeck box.

l If you selected “Edit Cluster,” select the cluster to edit, click or select “Next,” and then editthe cluster properties. See “Edit Planning Cluster (Optional)” on page 143.

l If you selected “Delete Cluster,” select the clusters to delete.

l If you selected “Activate Cluster,” select the cluster to activate.

l If you selected “Re-Associate Cluster and Application,” select the cluster name, and thenselect the application with which you want to associate it.

Edit Planning Cluster (Optional)

ä Edit the options for an existing cluster.

The following table describes options for editing Planning clusters.




Web Tier Host Name Enter the full name of the machine where you installed the Planning Web server component.

Note: In a multi-server environment, this machine should be the load balancer, and in asingle server environment, it is the same as the Planning server.

Server Port Accept the default server port or make a change if necessary. The port number should bethe port used for application server deployment.

Activate as ActiveCluster

Select to display the applications in EPM Workspace that are associated with this cluster.

Financial Management—Specific Tasks

Subtopics

l Configure Financial Management DCOM

l Configure Financial Management Application Server

l Configure Financial Management Server/Cluster

l Register Financial Management Server/Cluster

l Configure Financial Management Web Server

l Configure Financial Management Web Application

l Enable Smart View Provider

l Enable Life Cycle Management Provider

l Enable Financial Management Web Services

l Web Server Configuration Advanced Options

You must run EPM System Configurator as an administrator to configure FinancialManagement.

Configure Financial Management DCOM

ä Specify the Distributed Component Object Model (DCOM) account information toconfigure DCOM security.

You must specify the Windows administrator under whose identity the application serverprocesses are launched. Perform this task on the machines that host the Financial ManagementWeb server tier and on the Services tier.

Note: You must run as a Domain or Local Administrator with Group Policies rights to configurethe DCOM user.

All Financial Management application server processes are run under an administrator identity(the specified Windows admin user), so no other administrator is required to log on to theapplication server to start the application server processes.


The following table describes options for Financial Management DCOM configuration.



Domain User Specify the user name.

By default, EPM System Configurator lists the user name for the user who is logged in and runningEPM System Configurator.

Note these limitations for the domain and user name:

l A user name cannot duplicate any other user or group name of the computer being administered.A user name can contain up to 20 uppercase and lowercase letters. A user name cannot consistsolely of periods ( . ) and spaces and cannot contain these special characters: " ‘ / \ [ ] : ; | = ,+ * ? < > &

l Do not use a single quotation mark ( ‘ ) in a user name. A user with a single quotation mark in theuser name cannot log on to Financial Management.

l You cannot use an IP address as a domain name when you configure the user account.

Password Enter the password. The password can contain up to 14 characters and is case-sensitive. The systemdoes not verify the password, so ensure that the password that you use is valid.

Note: If the entries that you make require changing the local security policy on the system, you mustlog off and log on again to commit the changes.

Re-typePassword

Enter the password again to confirm it.

Enable DCOMon this machine

Select to enable DCOM on this machine.

This option is available for the Application services and Web tier installation of Financial Management.This option is not available if DCOM is already enabled on the computer.

This option enables DCOM for the entire computer. Enabling DCOM makes possible the launching ofservers and connecting to objects by remote clients for the machine. It also sets the DCOM DefaultAuthentication level to None for the computer. The Enable DCOM step is required for FinancialManagement client components to communicate with Financial Management application servercomponents when the application server is on a different computer. It also enables the FinancialManagement client and application server computers to be on different domains.

After you enter the Windows administrator information, EPM System Configurator performsthese steps:

l Creates the Windows admin user (DCOM user) on the local machine if the user does notexist.

l Adds the user to the local Administrators group. The Financial Management administratoruser or group must be a member of the local Administrators group on each applicationserver.

l Assigns these local security policies to the admin user: “Act as part of the operating system”and “Log on as a batch job.” These local security rights must be enabled for users on eachFinancial Management application server.

l Sets the “DCOM Run as” identity for all Financial Management application processes.

l Sets DCOM Launch permissions for users.


If the DCOM user password changes, or if you want to use a different DCOM user name andpassword, ensure that the user settings are valid and working, and then use EPM SystemConfigurator to reenter the DCOM user name and password. Perform this task on the Web tierand on the Services tier for Financial Management.

Configure Financial Management Application Server

ä Specify the application server information, or click or select Next to accept the defaults.

The following table describes options for Financial Management application serverconfiguration.



Working Folder Accept the default, or enter or browse to the path for the Server Working Folder.

The Server Working folder stores system-generated files, such as reports. The default Server WorkingFolder location is EPM_ORACLE_HOME/products/FinancialManagement/ServerWorking Folder.

Note: When you use multiple application servers, each server should have its own working folder.Application servers should not share working folders, because temporary files might be overwritten.

Max App ServerDelay

Accept the default value or enter the time interval in seconds between when a change is made toan application and when the change is visible to users accessing the application through anotherapplication server.

Max Data SyncDelay

Accept the default value or enter the time interval in seconds between when a change is made todata and when the change is visible to users accessing the data through another application server.

Creator Group Accept the default value or enter the Creator Group name.

Only the users in the Application Creator Group can create Financial Management applications.

AdministratorGroup

Accept the default value or enter the Administrator Group name.

Only the users in the Administrator Group can access these administrative tasks:

l List and log out users on the system

l Manage servers and applications

l Delete system messages

The Administrator Group must be a group that has already been defined in Shared Services.

If you do not specify the Administrator Group, the DCOM user will have access to systemadministrative tasks.


Configure Financial Management Server/Cluster

ä Specify the names of the application servers that participate in the cluster.

An application server cluster is a set of application servers running the same application.Clustered application servers provide load balancing and failover capability and enable theservers to be transparently maintained while applications remain available for users.

The following table describes options for Financial Management server/cluster configuration.



Defined Clusters Select the cluster for which you want to specify servers.

This list displays all clusters you have specified on any machine in the installation.

You can also add, edit, or remove a cluster.

Servers in theCluster

The list displays all servers in the currently selected cluster. To remove a server from the list,select it and click or select Remove.

Available Servers Select the server that you want to include in the cluster, and click or select Add.

The list displays all available servers. If there is only one server, it is listed here. Servers alreadyin a cluster are not available and are not listed.

If you use multiple application servers connected to one database server, you must ensure thatthe system clocks on the application servers are synchronized. If the clocks are not synchronized,the data being viewed might not be current.

Note: The synchronization between Financial Management application servers is based onsystem time. Changing the clock can affect this synchronization. For the time change toand from Daylight Savings Time, Oracle recommends that you stop the servers before thetime change and restart them afterward.

Register Financial Management Server/Cluster

ä Register the server or cluster before accessing applications.

You can perform this task on each machine in the installation. Specify the server or cluster youwant this Web application to communicate with.

The following table describes options for Financial Management server/cluster registration.



Registered Servers/Cluster

To remove a server or cluster from the list to register, select it and click or select Remove.

This list displays registered servers or clusters.




Available Servers/Cluster

Select the server or cluster that you want to register and click or select Add.

This list displays all the defined clusters and individual servers.

Configure Financial Management Web Server

ä Select the components that you want to enable as Web applications in IIS or click or selectNext to accept the default.

Financial Management ASP.NET Web service is deployed as part of Financial Management WebServer configuration

The following table describes options for Financial Management Web server configuration.



Configure IIS for FinancialManagement WebApplication

Select to enable Financial Management as a Web application in IIS, and then specifythe options for the Financial Management Web server. See “Configure FinancialManagement Web Application” on page 148.

Configure IIS to Enable SmartView Provider

Select to enable Smart View as a Web application in IIS, and then specify the optionsfor the Smart View Web server. See “Enable Smart View Provider” on page 150.

Configure IIS to EnableLifecycle Management

Select to enable Lifecycle Management as a Web application in IIS. See “Enable LifeCycle Management Provider” on page 150.

Configure IIS to FinancialManagement Web Services

Select to enable the Financial Management Web Services Web application in IIS. See“Enable Financial Management Web Services” on page 151.

Setup If you are working in a clustered environment, click or select Setup to set up the logicaladdress for Web applications. See “Advanced Setup” on page 127 for more information.

Configure Financial Management Web Application

ä Configure the Web server for Financial Management or click or select Next to accept thedefaults.

The following table describes options for Financial Management Web application configuration.



Web ServerInstallation Directory

Accept the default or enter or browse to the path for the Financial Management Web installationdirectory.

Note: The default location is the directory in which the Web components were installed, forexample: EPM_ORACLE_HOME/products/FinancialManagement/Web/HFM.




Virtual DirectoryName

Accept the default or enter the virtual directory name; for example: HFM.

Web SessionTimeout

Accept the default or specify the timeout in minutes.

This value also applies to the Financial Management Smart View Provider, the FinancialManagement Oracle Hyperion Enterprise Performance Management System LifecycleManagement Provider, and Financial Management Web services.

Advanced Options Click or select “Advanced Options” to specify additional options for the Web server configuration.

See “Financial Management Web Application Advanced Options” on page 149.

Financial Management Web Application Advanced Options

ä Specify additional options for the Financial Management Web application.

The following table describes advanced options for Financial Management Web applicationconfiguration.



File TransferDirectory

Browse to the path for the directory for the load, extract, and log files, or use the default location; forexample, EPM_ORACLE_HOME/products/FinancialManagement/Web/FileTransfer.

The File Transfer directory should be located outside of the virtual directory. If it is located under thevirtual directory, you should set No Execute rights on the File Transfer directory.

You must create a file transfer directory for load and extract log files and temporary files. When youspecify the file transfer directory, the system performs these steps:

l Creates the file transfer directory, if it does not exist

l Assigns the IIS users Windows permissions of Read, Write, and Execute

This directory is also used for the Financial Management Lifecycle Management Provider.

Max Upload FileSize

Enter a maximum size for loading Web files.

If you use IIS 6.0, you can set the ASP file size properties for loading and extracting files on the Web.Oracle recommends that you use the default file size properties unless you experience problems duringloading and extracting. However, if you load or extract huge files and send large amounts of data tothe browser and experience errors, you can change the file size settings.

For example, if you load large files, you might receive a 403 error message if the maximum upload filesize is set too low. In this case, you must increase the maximum file size. You enter the file size in bytes,so if you expect to load files of 200 megabytes, you change the setting for maximum upload file sizeto 200,000,000 bytes.

ResponseBuffer Size

Enter a maximum size for extracting Web files.


If you run IIS 5.0 Isolation mode in IIS 6.0 on Windows 2003, after you create Web directoriesand set ASP properties, you must manually set two additional IIS properties for the applicationprotection and authentication level.

See “Configuring Settings for IIS 5.0 Isolation Mode (Optional)” on page 185.

Enable Smart View Provider

ä Configure the Web server for Smart View.

The following table describes options for Financial Management Smart View Providerconfiguration.




Enter the location in which Smart View was installed or use the default location.

Note: The default location is EPM_ORACLE_HOME/products/FinancialManagement/Web/HFMOfficeProvider.

Virtual Directory Name Enter the virtual directory name for Smart View or use the default virtual directory.

The default directory name is HFMOfficeProvider.

Advanced Options Click or select to specify advanced options for Smart View configuration. See “Web ServerConfiguration Advanced Options” on page 151.

The Smart View Provider uses the Web Session Timeout value that you set for the FinancialManagement Web application. See “Configure Financial Management Web Application” onpage 148.

Enable Life Cycle Management Provider

ä Configure the Web server for Lifecycle Management.

The following table describes options for Financial Management Lifecycle Managementconfiguration.




Enter the location in which Lifecycle Management was installed or use the default location.

Note: The default location is EPM_ORACLE_HOME/products/FinancialManagement/Web/HFMLCMService.

Virtual Directory Name Enter the virtual directory name for or use the default virtual directory.

The default directory name is hfmlcmservice.




Advanced Options Click or select to specify advanced options for Lifecycle Management configuration. See “WebServer Configuration Advanced Options” on page 151..

The Lifecycle Management Provider uses the Web Session Timeout value that you set for theFinancial Management Web application. See “Configure Financial Management WebApplication” on page 148. It also uses the File Transfer Directory that you specify for FinancialManagement Web application advanced options. See “Financial Management Web ApplicationAdvanced Options” on page 149.

Enable Financial Management Web Services

ä Configure the Web server for Financial Management Web Services.

The following table describes options for Financial Management Web Services configuration.




Enter the location in which Financial Management Web Services was installed or use the defaultlocation.

Note: The default location is EPM_ORACLE_HOME/products/FinancialManagement/Web/HFMApplicationService.

Virtual DirectoryName

Enter the virtual directory name for or use the default virtual directory.

The default directory name is hfmapplicationservice.

Advanced Options Click or select to specify advanced options for Financial Management Web Servicesconfiguration. See “Web Server Configuration Advanced Options” on page 151..

Financial Management Web Services uses the Web Session Timeout value that you set for theFinancial Management Web application. See “Configure Financial Management WebApplication” on page 148. It also uses the File Transfer Directory that you specify for FinancialManagement Web application advanced options. See “Financial Management Web ApplicationAdvanced Options” on page 149.

Web Server Configuration Advanced Options

ä Specify additional options for the Smart View, Lifecycle Management, and FinancialManagement Web Services Web server configuration.

The following table describes the advanced options for Smart View, Lifecycle Management, andFinancial Management Web Services Web server configuration.


EPM System Configurator Fields Description YourInformation

Enable HTTP Compression Specify whether to enable compression for communication between the Webbrowser and the Web application.

By default, compression is on.

Enable proxy server connection keepalive

If you use a proxy server between the Web server and client, select this optionand set a time interval, in seconds, for the connection.

Keep Alive Interval (in seconds) If you use a proxy server between the Web server and client, select this optionand set a time interval, in seconds, for the connection.

Always warn when client version isnewer (Smart View Provider only)

Select to warn of a newer add-in version.

Always force client to upgrade(Smart View Provider only)

Select to upgrade to the latest add-in version to ensure client and server versioncompatibility.

Performance Scorecard—Specific Tasks

Performance Scorecard Files Location

ä Accept the default location to access Performance Scorecard files or specify a new directory,and then select or click or select Next.

The following table describes Performance Scorecard configuration options.



Specify directory to storePerformance Scorecardfiles

Accept the default location, or specify a different directory to access Performance Scorecardfiles.

Files are stored in MIDDLEWARE_HOME/user_projects/epmsystem1/HPS/hpsfiles but if you want to use a symbolic link or drive mapping to the storage location,enter the symbolic link name or drive map path here.


Strategic Finance—Specific Tasks

Subtopics

l Strategic Finance Configuration

l Configure Strategic Finance Web Server

Strategic Finance Configuration

ä Specify the location of the Strategic Finance data directory, or click or select Next to acceptthe default.

The following table describes options for Strategic Finance configuration.

EPM System Configurator Fields Description Your Information

Data Directory Accept the default, or specify the location for Strategic Finance data.

When you are prompted for the Directory for Server data files, do not specify the StrategicFinance data directory in a file share directory on a remote server or in an NAS (NetworkAttached Storage) area. Specify the data directory as a local hard drive or SAN (Storage AreaNetwork array).

Configure Strategic Finance Web Server

ä Specify the following options to configure the Strategic Finance Web server:

The following table describes options for Strategic Finance Web server configuration.



Enable Web Service Select to activate the Strategic Finance Web services Application ProgrammingInterface for the Web. This must be enabled for the interface to FDM to work.

Select Strategic FinanceServer

Accept the default, or specify the Strategic Finance server to associate with.


Financial Close Management —Specific Tasks

Subtopics

l Financial Close Management Custom Settings (Optional)

l Deploy to SOA

Financial Close Management Custom Settings (Optional)If you have an existing content management system, you can configure Financial CloseManagement to link to the documents stored in it.

ä Specify the location of a Document Management System to use.

The following table describes options for Financial Close Management custom settingsconfiguration.



URL Enter the URL of the system hosting the Document Management system.

See the Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html) forinformation about supported document management systems.

Deploy to SOANote that this configuration task has a required configuration sequence. See “Financial CloseManagement Installation and Configuration Prerequisites and Roadmap” on page 85 for moreinformation.

ä Review the products, and then click or select Next.

EPM System Configurator embeds information about these products in the SOA componentand then deploys the SOA composites:

l Financial Management

l FDM

l Financial Reporting

FDM—Specific Configuration TasksThis task updates the Shared Services Registry with information about FDM and registers FDMwith Shared Services; however, no EPM System Configurator pages appear, and you do not have




to enter any information. See the Oracle Hyperion Financial Data Quality ManagementConfiguration Guide for additional information about configuring FDM.

Configure FDM Server

ä Select Configure FDM Server from the Task Selection page and proceed through EPM SystemConfigurator.

Performing Silent ConfigurationsSilent configurations automate the configuration process so that you can configure EPM Systemproducts on multiple computers without manually specifying configuration settings on eachmachine.

To enable silent configurations, record your configuration settings in a response file. You canthen run a silent configuration from the command line, using the configuration options thatwere saved in the response file.

Note: If you are performing a silent configuration using Remote Desktop, run it using an adminconsole session. (Launch Remote Desktop using mstsc /admin).

ä To record configuration settings and run a silent configuration:

1 Navigate to the directory that contains EPM System Configurator. By default, the directory isEPM_ORACLE_HOME/common/config/version_number.

2 From a command line prompt, enter configtool.bat –record filename or ./configtool.sh –record filename, where filename includes an absolute path or file name.

The file is saved in XML format, but you do not have to save the file with a .xml extension.

EPM System Configurator launches.

If you do not specify a file name, EPM System Configurator creates the file for you:EPM_ORACLE_HOME/common/config/version_number/configResponse.xml.

3 Proceed through the EPM System Configurator, specifying the options that you want to record.

Note: When you are recording silent configurations, you can proceed through EPM SystemConfigurator only one time. (You cannot select go back to the Product Selection Panelto continue with more configuration tasks.) If you return to the Task Selection Panel,the response file is rerecorded.

Configuration options are recorded in the response file, which is in XML format. Passwordsare saved in encrypted format in the response file.

You are now ready to configure products in silent mode.

Performing Silent Configurations 155

4 Copy the response file to the machine on which you configure products. You can also copy the file to anetwork drive that is accessible from the machines you want to configure.


configtool.bat -silent filename or ./configtool.sh -silent filename.

The configuration runs in the background.

You can also record configuration settings from within EPM System Configurator. To recordconfiguration settings, during configuration, on the Configuration Confirmation page, click orselect Save, browse to a location, specify a file name, and click or select Save. The file is saved inthe same format as for silent configurations.

You can modify the response file later to change configuration options.

Tip: To change the password later, open the response file in a text editor, enter the password inclear text, and change the <encrypted> parameter to false. The next time you performa silent configuration using this response file, EPM System Configurator encrypts thepassword and reverts the <encrypted> parameter to true.

Setting Up Essbase in Standalone ModeIf you want to install Essbase in standalone mode (not using Shared Services), you can skip theinstallation for Foundation Services Web applications. However, you must still configure theShared Services Registry database. To configure the Shared Services Registry database withoutinstalling Foundation Services Web applications, you run EPM System Configurator from thecommand line using the –forceRegistry option. This option forces the “Shared Services andRegistry Database Configuration” page to display during configuration so you can enter databasedetails for the Shared Services Registry. EPM System Configurator populates the database withtables for the Shared Services Registry, but not for Foundation Services.

ä To configure the Shared Services Registry without installing Foundation Services Webapplications:

1 Start EPM System Configurator from the command line, including the –forceRegistry option:

l From a Windows console, change to EPM_ORACLE_HOME/common/config/version_number, and then enter configtool.bat —forceRegistry.

l On UNIX, change to EPM_ORACLE_HOME/common/config/version_number andthen type ./configtool.sh —forceRegistry.

The –forceRegistry option also works with EPM System Configurator in silent modeand in console mode, for example:

configtool.bat|.sh -forceRegistry -record

configtool.bat|.sh -forceRegistry -silent

configtool.bat|.sh -forceRegistry -console


2 Proceed through the configuration, entering the database details for the Shared Services Registry.

What Happens During ConfigurationDuring product configuration, EPM System Configurator completes these actions:

l Performs the configuration tasks you selected.

l Configures help for products in EPM Workspace.

l Configures each product to start as a Windows service, if you select this option on theCommon Settings page during configuration.

l Creates a default Shared Services Administrator role in Native Directory when you configureFoundation Services. This is the only preprovisioned user created. Subsequently, when youuse EPM System Configurator to register products with Shared Services, the Shared ServicesAdministrator role is provisioned with the product administrator role.

Troubleshooting ConfigurationConfiguration results are noted in MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/config/configtool_summary.log.

If you encounter errors, perform these tasks:

l Configure products individually.

l See the Oracle Hyperion Enterprise Performance Management System Installation andConfiguration Troubleshooting Guide for information about configuration checks,debugging using logs, troubleshooting methodology, and solutions to commonconfiguration issues.

What Happens During Configuration 157

5Manually Deploying EPMSystem Web Applications

In This Chapter

Manually Deploying Web Applications .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

Deploying Financial Reporting and Web Analysis on Windows for use with Financial Management.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

This chapter assumes that you are an experienced Web application server administrator. If youare not an experienced Web application server administrator, you should automaticallyconfigure and deploy EPM System Web applications using EPM System Configurator.

For detailed information about managing Web applications with WebLogic Server, see http://download.oracle.com/docs/cd/E15523_01/wls.htm.

Manually Deploying Web Applications

ä To manually deploy EPM System Web applications:

1 Install EPM System products using EPM System Installer.

Typically, EPM System Installer installs WebLogic Server for you. If you have an existingWebLogic Server installation and want to use it instead of the WebLogic Server installed byEPM System Installer, during installation, you must install EPM System products to thesame Middleware home. If EPM System Installer detects an existing WebLogic Serverinstallation in the installation location, it does not install WebLogic Server.

Note the requirements for installing Web applications in a distributed environment. See“Installing EPM System Products in a Distributed Environment” on page 89.

2 Launch EPM System Configurator using the following command and perform all required configurationtasks except for the “Configure Web Server” task. Note that the “Deploy to Application Server” task isnot available.

EPM_ORACLE_HOME/common/config/version_number/configtool-manual.bat

EPM_ORACLE_HOME/common/config/version_number/configtool-manual.sh

Launching EPM System Configurator with this command hides the Web applicationdeployment tasks, and skips the product registration with Shared Services task.

Manually Deploying Web Applications 159

http://download.oracle.com/docs/cd/E15523_01/wls.htm

http://download.oracle.com/docs/cd/E15523_01/wls.htm

See Chapter 4, “Configuring EPM System Products.”

3 Launch the Fusion Middleware Configuration Wizard: From the command line, change the directory toMIDDLEWARE_HOME/oracle_common/common/bin and launch config.cmd (Windows) orconfig.sh (UNIX).

4 Select Create a New WebLogic Domain and then click Next.

Note: All EPM System products must be deployed to the same domain. If you have alreadydeployed any EPM System products, select “Extend an Existing WebLogic Domain.”Additionally, if you are using Financial Close Management, EPM System and OracleSOA Suite must be deployed to the same domain. If you have already configuredOracle SOA Suite, deploy EPM System products to the same domain by selecting“Extend an Existing WebLogic Domain.”

A list displays all the Web applications installed in the Middleware home. For EPM Systemproducts, the list is generated from the configuration templates that were installed duringinstallation with EPM System Installer.

5 Select Generate a domain configured automatically to support the following products, select theEPM System Web applications you want to deploy, and then click Next.

Oracle recommends that you configure all Web applications at one time.

6 Enter the domain name and location and then click Next.

By default, the domain location is MIDDLEWARE_HOME/user_projects/domains.

7 Enter a user name and password for the domain administrator, and a domain description, and thenclick Next.

8 Select a WebLogic domain startup mode (Development or Production), specify the JDK to use, and thenclick Next.

You must select Production mode, and in most cases, Oracle recommends that you selectthe default JDK.

9 Configure the JDBC data sources, and then click Next.

For each Web application, specify the database connection information you entered duringdatabase configuration with EPM System Configurator.

If you configured different databases for different products, enter database connectioninformation separately for each Web application. Select the Web application, and then enterthe connection information.

Tip: EPMSystemRegistry is the Shared Services and Registry database.

The Configuration Wizard tests the database connection.

10 Review the Connection Result log, and then click Next.

160 Manually Deploying EPM System Web Applications

11 For Managed Servers, Clusters and Machines, on the Configure Managed Servers panel, enter thelisten ports and change them from the default value of 7001. See the Oracle Hyperion EnterprisePerformance Management System Installation Start Here for a list of recommended ports.

12 For a distributed deployment, for Managed Servers, Clusters and Machines, on the ConfigureMachines panel, create a machine for each machine in the deployment.

13 For each managed server, assign the managed server to a machine.

14 (Optional) For Managed Servers, Clusters and Machines, on the Configure Clusters panel, you canset up a cluster. You can also set up a cluster after you've completed the deployment. For details onWeb application server clustering, see “(Optional) Clustering Web Applications in a Manual Deployment”on page 164.

15 Review the Configuration Summary, and then click Create to create the domain and deploy the Webapplications.

Web applications are deployed in offline mode.

16 For a distributed deployment:

a. Start the Node Manager on each machine in the deployment.

b. On the WebLogic Admin Server machine, pack the domain you created.

c. Copy the pack to each machine in the deployment.

d. Unpack on each machine in the deployment.

WebLogic Server unpacks all Web applications on each machine in the deployment. Oneach machine, it runs the managed servers you associated with the machine.

17 If you deployed Reporting and Analysis Framework, perform additional manual steps. See “AdditionalPost-Deployment Steps for Reporting and Analysis Framework” on page 163.

18 If you deployed Financial Close Management, perform additional manual steps. See “Additional Post-Deployment Steps for Financial Close Management” on page 164.

19 For Shared Services, to prevent WebLogic Server from trying to authenticate basic authenticationheaders, set the enforce-validbasic-auth-credentials element to false for your Weblogicdomain.See the “Understanding BASIC Authentication with Unsecured Resources” in the Oracle FusionMiddleware Programming Security for Oracle WebLogic Server 11g Release 1 (10.3.1) guide. (http://download.oracle.com/docs/cd/E15523_01/web.1111/e13711/thin_client.htm#i1057672)

For example, in your domain's config.xml, add the element within the <security-configuration>. For example:

<security-configuration><enforce-valid-basic-auth-credentials>false</enforce-valid-basic-auth-credentials></security-configuration>

20 Open MIDDLEWARE_HOME/user_projects/domains/domainName/config/fmwconfig/system-jazn-data.xml in a text editor, and after the last </grant> line in the file,add the following:

<grant><grantee><codesource><url>file:${EPM_ORACLE_HOME}/products/Essbase/eas/server/lib/eascsf.jar</url></codesource>


http://download.oracle.com/docs/cd/E15523_01/web.1111/e13711/thin_client.htm#i1057672

http://download.oracle.com/docs/cd/E15523_01/web.1111/e13711/thin_client.htm#i1057672

</grantee><permissions><permission><class>oracle.security.jps.service.credstore.CredentialAccessPermission</class><name>context=SYSTEM,mapName=CSF_EAS_MAP,keyName=*</name><actions>read,write,update,delete</actions></permission></permissions></grant>

<grant><grantee><codesource><url>file:${EPM_ORACLE_HOME}/common/CSS/11.1.2.0/lib/css.jar</url></codesource></grantee><permissions><permission><class>oracle.security.jps.service.policystore.PolicyStoreAccessPermission</class>

<name>context=APPLICATION,name=*</name><actions>getApplicationPolicy</actions></permission></permissions></grant><grant><grantee><codesource><url>file:${EPM_ORACLE_HOME}/common/jlib/11.1.2.0/lib/registry-api.jar</url>

</codesource></grantee><permissions><permission><class>oracle.security.jps.service.credstore.CredentialAccessPermission</class>

<name>context=SYSTEM,mapName=epm_sys_reg_cred_map,keyName=*</name><actions>read,write,update,delete</actions></permission></permissions></grant>

21 Open MIDDLEWARE_HOME/user_projects/domains/domainName/config/fmwconfig/jps-config.xml in a text editor and make the following changes.

l To the <serviceInstances> set in the document, add the following:

<serviceInstances><serviceInstance provider="jaas.login.provider" name="idstore.loginmodule"> <description>Identity Store Login Module</description> <property value="oracle.security.jps.internal.jaas.module.idstore.IdStoreLoginModule" name="loginModuleClassName" /> <property value="REQUIRED" name="jaas.login.controlFlag" /> <property value="true" name="debug" /> <property value="true" name="addAllRoles" /> </serviceInstance> </serviceInstances>

l To the jpsContexts/jpsContext section, add the following:

<serviceInstanceRef ref="idstore.loginmodule" />

22 Start the WebLogic Admin Server Console and start the EPM System Web applications.


Note that when you manually deploy Web applications, use the start scripts inDOMAIN_HOME/bin.

Tip: You can also start Web applications on all machines using the Weblogic AdminConsole. To do so, you must first run MIDDLEWARE_HOME/oracle_common/common/bin/setNMProps.sh(cmd) to modify nodemanager.properties.

During the managed server startup, the Shared Services Registry is updated with values forthe EPM System Web applications you deployed.

23 Stop all EPM System Web applications.

24 Launch EPM System Configurator using the following command and select the “Configure Web Server”task.

EPM_ORACLE_HOME/common/config/version_number/configtool-manual.bat

EPM_ORACLE_HOME/common/config/version_number/configtool-manual.sh

EPM System Configurator performs the registration with Shared Services and ConfigureWeb Server tasks.

If you are also want to configure Essbase while you are manually deploying Web applications,when you first ran configtool-manual.sh, the “Essbase Custom Configuration” task wasnot available. It is available in this second pass of configuration, so if needed, select it now.

25 Start all EPM System services and Web applications according to the order described in Chapter 7,“Starting and Stopping EPM System Products.” Note that when you manually deploy Web applications,use the start scripts in DOMAIN_HOME/bin.

Tip: You can also start Web applications on all machines using the Weblogic AdminConsole. To do so, you must first run MIDDLEWARE_HOME/oracle_common/common/bin/setNMProps.sh(cmd) to modify nodemanager.properties.

To validate the installation and verify deployment, see Chapter 8, “Validating the Installationand Verifying Deployment.”

Tip: If you need to redeploy a Web application after you have successfully deployed, replace theEAR file, delete the tmp folder for the managed server, and then start the application.

Additional Post-Deployment Steps for Reporting and AnalysisFrameworkIf you are manually deploying Reporting and Analysis Framework, perform the followingprocedure after you deploy and before you start the Web application.


ä To complete the Reporting and Analysis Framework deployment:

1 Extract the raframework.war file to a temporary folder.

2 In the expanded war structure in the temporary folder, update WEB-INF/weblogic.xml andreplace all occurrences of @oracleInstance@ strings with the actual path location for thisinstallation instance. For example, on a Windows system, replace

@oracleInstance@/ReportingAnalysis/RAFrameworkWebapp

with

c:/oracle/middleware/user_projects/epmsystem1/ReportingAnalysis/RAFrameworkWebapp

3 Re-pack the .war file with your changes.

Additional Post-Deployment Steps for Financial CloseManagementIf you are manually deploying Financial Close Management, perform the following procedureafter you deploy and before you start the Web application.

ä To complete the Financial Close Management deployment:

Add entries to the Shared Services Registry. On a machine hosting the EPM System software, goto MIDDLEWARE_HOME/user_projects/epmsystem1/bin and run the following commands:

epmsys_registry.sh(bat) updateproperty APP_SERVER/@adminUser ADMIN_USER epmsys_registry.sh(bat) updateencryptedproperty APP_SERVER/@adminPassword ADMIN_PASSWORD

(Optional) Clustering Web Applications in a ManualDeploymentYou can cluster a manually deployed Web application using WebLogic. This section provides ageneral overview of clustering Web applications. See the WebLogic documentation for moredetails on this procedure.

Note: If you deployed Web applications using EPM System Configurator, EPM SystemConfigurator creates the cluster and adds servers to the cluster. You do not need toperform additional tasks in WebLogic. See “Clustering Web Applications” on page 113.

ä To cluster Web applications:

1 Start the WebLogic Admin Server Console.

2 If you manually deployed the Web applications, in the Domain Structures pane, click Clusters and createa cluster.


If you deployed the Web applications with EPM System Configurator, and clicked Setup tospecify the logical address for the Web application, this step is not necessary as EPM SystemConfigurator created the cluster for you.

3 If you manually deployed the Web applications, select the cluster, click the HTTP tab, and for FrontendHost, enter the host name and port of the load balancer.

If you deployed the Web applications with EPM System Configurator, and clicked Setup tospecify the logical address for the Web application, this step is not necessary as EPM SystemConfigurator you already entered this information during configuration.

4 Click the Servers tab, click Add, and on the Add a Server to Cluster page, select a server from the list,and then click Finish.

5 Click the Deployments tab, select an EPM System Web application, click the Targets tab, and for thecluster this Web application is deployed to, select All Servers in the Cluster.

Repeat this step for all EPM System Web applications.

In a distributed environment, the Node Manager propagates changes to all the machines inthe cluster.

6 To add another server to the cluster to scale out the deployment, select the server and select Clone.

7 Select the server you just cloned, and change the machine on which the server is running.

8 Repeat step 2 through step 7 as needed.

9 Start the servers from the WebLogic Admin Server Console.

10 Launch EPM System Configurator and perform the “Configure Web Server” task.

Extending a DeploymentIf you have deployed only some EPM System Web applications, you can extend the deploymentby deploying additional Web applications. For example, if you previously deployed Planning,you can extend the deployment to deploy Profitability and Cost Management. Use the manualdeployment steps in this chapter, however, instead of selecting “Create a New WebLogicDomain,” select “Extend an Existing WebLogic Domain.”

Deploying Financial Reporting and Web Analysis onWindows for use with Financial ManagementTypically, all Web applications must be deployed to either all Windows or all UNIX machines,because EPM System Configurator deploys all products to a single domain. However, in a UNIXenvironment, if you want to use Financial Management as a data source for Financial Reportingand Web Analysis, you must deploy the Financial Reporting and Web Analysis Web applicationson Windows. In this scenario, you must manually create a second domain for the Windows Webapplications and manually deploy these two Web applications.

Deploy all other EPM System Web applications on your UNIX boxes either automatically withEPM System Configurator or manually using the instructions in this chapter.

Deploying Financial Reporting and Web Analysis on Windows for use with Financial Management 165

On the Windows machine, you must deploy Financial Reporting and Web Analysis manuallyusing the procedures in this chapter. During deployment, create a new domain for the WindowsWeb applications.


6Performing Postconfiguration

Tasks

In This Chapter

General Postconfiguration Tasks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Shared Services Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

EPM Workspace Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Performance Management Architect Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170

Essbase Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171

Integration Services Postconfiguration Tasks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Administration Services Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Essbase Studio Postconfiguration Tasks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Reporting and Analysis Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Planning Postconfiguration Tasks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Financial Management Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Strategic Finance Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Performance Scorecard Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Profitability and Cost Management Postconfiguration Tasks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Financial Close Management Postconfiguration Tasks .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

FDM Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

ERP Integrator Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Data Relationship Management Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

Some products require additional steps after configuration.

General Postconfiguration TasksThe following table describes general postconfiguration tasks for EPM System products.

Table 26 General Postconfiguration Tasks

Task Reference

Optional: Increase the JVM memory allocation for your Web Application Server “Increasing the JVMMemory Allocation” onpage 168

General Postconfiguration Tasks 167

Task Reference

If you are using Lifecycle Management to import large models, the import might take longer to process thanthe time specified in the default timeout settings on the WebLogic Server. To work around this issue, you mustincrease the default timeout settings for WebLogic. This applies to Performance Management Architect,Planning, Performance Scorecard, and Profitability and Cost Management.

WebLogic Serverdocumentation

On AIX systems, you might need to increase the maximum length of the command line to allow EPM Systemprocesses to start. As root user, enter the following command:

chdev -l sys0 -a ncargs=16

Optional: Harden security for EPM System products. Oracle HyperionEnterprise PerformanceManagement SystemSecurity AdministrationGuide

Increasing the JVM Memory AllocationDepending on the size of your environment, you might need to increase the heap size for yourWeb application server to optimize performance. While the default can be used in a testenvironment (single server type configuration), the heap size must be increased for use in aproduction environment (multiple servers).

Choose one of the following methods:

l To increase the heap size for the Windows service, update the Windows registry for Windowsservices using regedit. For HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\Product Component\ServiceName, update the JVMOptionX (where X is 1, 2, ...) whosevalue starts with -Xmx.

l Edit a product's custom start script to specify the desired heap sizes. For example, for SharedServices, open MIDDLEWARE_HOME/user_projects/epmsystem1/bin/deploymentscripts/setCustomParamsFoundationServices.bat|.sh and modifythe –Xms128m –Xmx1024m entry.

Restart the Windows service or re-run the script for the product after making changes.

Shared Services Postconfiguration TasksThe following table describes Shared Services postconfiguration tasks.

Table 27 Shared Services Postconfiguration Tasks

Task Reference

If you are not using the default port for the Web server or if theWeb server is on a different machine than Shared Services, youmust edit the Start menu item for Shared Services to reflect thecorrect port number.

168 Performing Postconfiguration Tasks

Task Reference

Provision users and groups. Oracle Hyperion Enterprise Performance Management System Userand Role Security Guide

EPM Workspace Postconfiguration TasksThe following table describes EPM Workspace postconfiguration tasks.

Table 28 EPM Workspace Postconfiguration Tasks

Task Reference

If you are not using the default port for the Web server or if the Web server is ona different machine than EPM Workspace, you must edit the Start menu item forEPM Workspace to reflect the correct port number.

Optional: If you are using Oracle BI EE and BI Publisher Release 10.1.3.4.1+,update the Shared Services Registry so these products appear in EPM WorkspaceRelease 11.1.2.

“Integrating Oracle BI EE and BI Publisher Release10.1.3.4.1+ with EPM Workspace Release 11.1.2” onpage 169

Optional: Use the Administer section of EPM Workspace (select Navigate thenAdminister and then Workspace Server Settings) to manage EPM Workspaceproperties.

For EPM Workspace properties, see the OracleEnterprise Performance Management WorkspaceAdministrator's Guide.

Integrating Oracle BI EE and BI Publisher Release10.1.3.4.1+ with EPM Workspace Release 11.1.2You can integrate Oracle BI EE and BI Publisher Release 10.1.3.4.1+ with EPM WorkspaceRelease 11.1.2 by updating the Shared Services Registry.

ä To update the Shared Services Registry with information for Oracle BI EE and BI Publisher:

1 Back up the Shared Services Registry database.

When you install the 11.1.2 release of Foundation Services, templates are installed toEPM_ORACLE_HOME/common/config/11.1.2.0/resources/bi. The templates areprovided to simplify making updates to the Shared Services Registry.

Tip: Back up the templates before you proceed. You might need to refer to them later.

2 Review which template files you need to edit, based on the products you have.

Table 29 Templates for Integrating Oracle BI EE and BI Publisher with EPM Workspace

File Name When to Use What it Does

biee.xml If you are using Oracle BI EErelease 10.1.3.4.1+.

Creates the 10.1.3.4.1+ Oracle BI EE component hierarchy and adds entries forone or more instances of the Oracle BI EE release 10.1.3.4.1+ Web applicationto the Shared Services Registry.

EPM Workspace Postconfiguration Tasks 169

File Name When to Use What it Does

bip.xml If you are using BI Publisherrelease 10.1.3.4.1+.

Creates the 10.1.3.4.1+ BI Publisher component hierarchy and adds entries forone or more instances of the Oracle Business Intelligence Publisher release 10.1.3.4.1+ Web application to the Shared Services Registry.

3 Create a new directory - MIDDLEWARE_HOME/user_projects/epmsystem1/temp and copythe template files from EPM_ORACLE_HOME/common/config/11.1.2.0/resources/bi tothis new directory.

4 Edit one or more of the files in the temp directory any text editor according to the instructions in thefile.

You have to make the edits on one machine only.

Note: If you enter any non-English characters while editing the templates, save the file usingUTF-8 encoding.

5 On the machine on which you edited the templates, go to MIDDLEWARE_HOME/user_projects/epmsystem1/bin and for each file that you edited, run the following command:

epmsys_registry.bat createcomponenthierarchy ../temp/file

where file is the name of the file you edited in the previous step.

For UNIX, enter:

epmsys_registry.sh createcomponenthierarchy ../temp/file

where file is the name of the file you edited in the previous step.

The epmsys_registry utility updates the Shared Services Registry with the informationyou entered in the files.

6 Run EPM System Configurator and configure the Web Server again. (On the Task Selection page, selectthe Foundation Services Web Server Configuration task.)

Keep all products selected.

You must complete the Web Server Configuration task last to ensure that all products areconfigured to work with EPM Workspace.

7 Restart the Foundation Services Web Application and the Web server.

Performance Management Architect PostconfigurationTasksThe following table describes Performance Management Architect postconfiguration tasks.


Table 30 Performance Management Architect Postconfiguration Tasks

Task Reference

(WebLogic Server only) After you deploy Performance Management Architect, depending on yourenvironment, you might need to increase the Max Thread execution time (defined by theStuckThreadMaxTime attribute value) for the application server.

Increasing this value prevents long processes from terminating.

WebLogic Server applicationserver documentation

If you are using Lifecycle Management to import large models, the import might take longer to processthan the time specified in the default timeout settings on the WebLogic Server. To work around this issue,you must reset the default timeout settings in WebLogic Server.

Optional: Perform server administration tasks. “Administering Servers” in theHyperion EnterprisePerformance ManagementArchitect Administrator’sGuide

Optional: Edit settings in the bpma_server_config.xml file.

The DimensionServer section contains settings that are specific to internal workings of the DimensionServer and other related processes.

Oracle Hyperion EnterprisePerformance ManagementArchitect Administrator'sGuide

Essbase Postconfiguration Tasks

Subtopics

l Setting User Limits on 64-bit AIX

l Setting Up Active-Passive Essbase Clusters

l Modifying OPMN for an Additional Instance of Essbase

l (UNIX) Configuring the Environment for Essbase and Oracle BI EE Integration

The following table describes Essbase postconfiguration tasks.

Table 31 Essbase Postconfiguration Tasks

Task Reference

(UNIX) Set User Limits on 64-bit AIX. “Setting User Limits on 64-bit AIX” on page 172

If you set up an active-passive Essbase cluster using EPM System Configurator,perform additional steps to set up Essbase failover on both nodes of the cluster.

“Setting Up Active-Passive Essbase Clusters” on page172

If you configured an additional instance of Essbase, edit opmn.xml for eachadditional instance to change the ports to unique ports.

“Modifying OPMN for an Additional Instance ofEssbase” on page 173

(UNIX) If you are using Oracle BI EE as the data source for Essbase, you must setadditional environment variables for the Oracle BI EE driver before launchingEssbase.

“(UNIX) Configuring the Environment for Essbase andOracle BI EE Integration” on page 174

To designate a specific installation of JRE for use with Essbase, update theJVMMODULELOCATION setting in essbase.cfg.

“Changing JVMModuleLocation (UNIX)” on page269 or “Changing JVMMODULELOCATION (Windows)”on page 270

Essbase Postconfiguration Tasks 171

Task Reference

(Optional) EPM System Installer installs both 32-bit and 64-bit Essbase Server ona machine with a 64-bit operating system. You can configure Essbase to use the32-bit binaries on a 64-bit machine.

“Configuring 32-Bit Essbase Server on a 64-BitPlatform” on page 270

Setting User Limits on 64-bit AIXWhen running Essbase Server on a 64-bit AIX platform, you must change the user limits toincrease the size of a data segment. The following table lists suggested values:

User Limit Value

time (seconds) unlimited

file (blocks) unlimited

data (kbytes) unlimited

stack (kbytes) No higher than 128 MB for 64-bit and 64 MB for 32-bit

memory (kbytes) unlimited

coredump (blocks) unlimited

nofiles (descriptors) 4096

Setting Up Active-Passive Essbase ClustersIf you set up an active-passive Essbase cluster using EPM System Configurator, you must performadditional steps to set up Essbase failover on both nodes of the cluster.

ä To complete the setup of the Essbase active-passive cluster:

1 Update MIDDLEWARE_HOME/user_projects/epmsystem1/config/OPMN/opmn/opmn.xml to specify the OPMN service failover network topology. In the <notification-server interface> section, add the <topology> section. For example:

<notification-server interface="any"> <ipaddr remote="hostName" /> <port local="portNumber" remote="portNumber" /> <ssl enabled="true" wallet-file="\Oracle\Middleware\user_projects\epmsystem1\config\OPMN\opmn\wallet"/> <topology> <nodes list="nodeName1:nodePort1,nodeName2:nodePort2"/> </topology></notification-server>

2 In the same section of the file, update hostName to match the nodeName for this machine.

Oracle recommends using a fully qualified name.


3 In the same section of the file, enable or disable SSL communication as the communication mechanismbetween the OPMN servers in the failover nodes. By default, the ssl enabled parameter is True.

To enable SSL , you must also recreate the wallet file on both nodes of the cluster. The walletfile parameters must be the same on both machines.

To disable SSL communication, change the ssl enabled parameter to False. Forexample:

<notification-server interface="any"> <ipaddr remote="hostName" /> <port local="portNumber" remote="portNumber" /> <ssl enabled="false" wallet-file="\Oracle\Middleware\user_projects\epmsystem1\config\OPMN\opmn\wallet"/> <topology> <nodes list="nodeName1:nodePort1,nodeName2:nodePort2"/> </topology></notification-server>

4 Update opmn.xml to enable service failover for Essbase. In the <ias-componentid="Essbase"> section, add service-failover="1". For example:

<ias-component id="Essbase"> <process-type id="EssbaseAgent" module-id="ESS" service-failover="1" service-weight="100">

5 In the <ias-component id="Essbase"> section of opmn.xml, for the first node, changeservice-weight="100" to service-weight="101" . For the second node, keep the valueat 100.

6 Update opmn.xml to reflect the name of the cluster . In the <ias-componentid="Essbase"> section, change id="Essbase" from “Essbase” to the name of the cluster.For example change:

<ias-component id="Essbase">

to

<ias-component id="EssbaseClusterName">

7 In opmn.xml, remove "numprocs" from the process set definition and change the restart-on-death value to “true”. For example edit the following section:

<process-set id="AGENT" numprocs="1" restart-on-death="false">

as follows:

<process-set id="AGENT" restart-on-death="true">

8 Optionally, change the shutdown-force-enabled attribute in opmn.xml from its default valueof False to True if you want enable a forced shutdown of Essbase.

Modifying OPMN for an Additional Instance of EssbaseIf you configured more than one instance of Essbase Server on a single machine, each instancehas its own OPMN, its own start scripts, and its own log files. You must update each instance'scopy of opmn.xml so that each OPMN has unique ports for communication.

Essbase Postconfiguration Tasks 173

ä To modify OPMN for an additional instance of Essbase:

1 Open MIDDLEWARE_HOME/user_projects/instanceName/config/OPMN/opmn/opmn.xml in a text editor.

2 In the <notification-server interface> section of the file, update the two port values(port local="portNumber and remote="portNumber") for this instance of OPMN so itdoes not conflict with other instances, and then save the file. For example:

<notification-server interface="any"> <ipaddr remote="hostName" /> <port local="portNumber" remote="portNumber" /> <ssl enabled="false" wallet-file="\Oracle\Middleware\user_projects\epmsystem1\config\OPMN\opmn\wallet"/></notification-server>

3 Perform this step on each instance of opmn.xml.

(UNIX) Configuring the Environment for Essbase and OracleBI EE IntegrationIf you are using Oracle BI EE as the data source for Essbase, you must set additional environmentvariables for the Oracle BI EE driver before launching Essbase.

Note: Essbase Release 11.1.2 integrates with Oracle BI EE Release 10g (10.1.3.4 and above) onUNIX.

ä To configure the environment for Essbase and Oracle BI EE integration:

1 Install the Oracle BI EE ODBC driver.

Oracle BI EE ODBC driver components are installed in their own Home directory. Ensurethat the UNIX users who have access/execute privileges to Essbase have the same privilegesto the Oracle BI EE ODBC driver components.

2 Modify odbc.ini (for Essbase) and odbcinst.ini (for Essbase Studio) to add the Oracle BI EEODBC driver. These files are in EPM_ORACLE_HOME/common/ODBC/Merant/6.0. Modify thefiles by editing the DSN (for odbc.ini) or the driver descriptor (for odbcinst.ini) to include theabsolute path for the Oracle BI EE ODBC driver.

Use the following example for the DSN entry for odbc.ini:

[ODBC Data Sources]:OBI Paint=Oracle BI Server [DSN for OBI driver]

[ODBC]IANAAppCodePage=4InstallDir=/EPM_ORACLE_HOME/common/ODBC/Merant/6.0Trace=1TraceFile=/EPM_ORACLE_HOME/common/ODBC/Merant/6.0/odbctrace.outTraceDll=/EPM_ORACLE_HOME/common/ODBC/Merant/6.0/lib/odbctrac.so

[OBI Paint] [DSN entry]


Driver=/.../OracleBI/server/Bin/libnqsodbc.so [path to load OBI driver]Description=Oracle BI ServerServerMachine=qtflnx10.us.oracle.comRepository=Catalog=UID=Administrator PWD=AdministratorPort=9703

Use the following example for the {driver descriptor} entry for odbcinst.ini:

[ODBC Drivers]Oracle BI Server=Installed [driver descriptor. same as the one in essbase.cfg]

[Oracle BI Server] [driver descriptor entry]Driver=/.../OracleBI/server/Bin/libnqsodbc.so [path to load OBI driver]APILevel=3ConnectFunctions=YYNDriverODBCVer=3.52FileUsage=0SQLLevel=2

3 Set up the Oracle BI EE ODBC driver environment variables by running the Oracle BI EE script, sa-cli.sh, in OracleBI_Home/setup. To simplify the launching process, Oracle recommends thatyou modify startEssbase.sh to run sa-cli.sh within startEssbase.sh. Modify thestartEssbase.sh in the following location:

MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/essbaseserver1/bin

You must use this startEssbase.sh file to start Essbase for use with Oracle BI EE.

There is another instance of startEssbase.sh located in MIDDLEWARE_HOME/user_projects/epmsystem1/bin. This file launches Essbase using OPMN, and supportsfailover clusters. On UNIX, OPMN management of Essbase and failover clustering is notsupported if you are using Oracle BI EE as a data source for Essbase.

For more information, see the Oracle BI EE Documentation Library at http://download.oracle.com/docs/cd/E10415_01/doc/nav/portal_1.htm.

Integration Services Postconfiguration TasksThe following table describes Integration Services postconfiguration tasks.

Table 32 Integration Services Postconfiguration Tasks

Task Reference

Configure data sources.

To create OLAP models or build metaoutlines, you must connect IntegrationServices to a database that contains metadata (the OLAP Metadata Catalogdatabase) and to a database in which needed users’ data is stored (the DataSource database).

“Configuring Data Sources” in Oracle EssbaseIntegration Services System Administrator's Guide

Integration Services Postconfiguration Tasks 175

http://download.oracle.com/docs/cd/E10415_01/doc/nav/portal_1.htm

http://download.oracle.com/docs/cd/E10415_01/doc/nav/portal_1.htm

Task Reference

Create an OLAP Metadata Catalog “Creating, Upgrading, and Deleting OLAP MetadataCatalogs” in Oracle Essbase Integration ServicesSystem Administrator's Guide

Connect to Server Components and Data Sources “Connecting to Server Components and DataSources” in Oracle Essbase Integration ServicesSystem Administrator's Guide

If you are using the XML Import/Export feature, map JDBC Data Sources “Mapping JDBC Data Sources (Teradata Users Only)”in Oracle Essbase Integration Services SystemAdministrator's Guide

Optional: Set up sample applications. “Setting Up the Sample Applications” in OracleEssbase Integration Services System Administrator'sGuide

Administration Services Postconfiguration TasksThe following table describes Administration Services postconfiguration tasks.

Table 33 Administration Services Postconfiguration Tasks

Task Reference

Optional: Install and configure SAP/R3 if you are using SAP R/3 as a data source Administration Services Online Help

Essbase Studio Postconfiguration TasksThe following table describes Essbase Studio postconfiguration tasks.

Table 34 Essbase Studio Postconfiguration Tasks

Task Reference

Optional: Customize Essbase Studio server.properties file. Oracle Essbase Studio User's Guide

If you want to use drivers that are not installed by EPM System Installer, download the appropriatedrivers and install them to the required location.

Oracle Essbase Studio User's Guide


Reporting and Analysis Postconfiguration Tasks

Subtopics

l Preparing the Financial Reporting Print Server

l Configuring X11 for Web Application Server Components for Financial Reporting (UNIX)

l Configuring SAP Data Source Access and Authentication

l Adding Drivers for Web Analysis

l Setting up the Environment Variables for Production Reporting (UNIX)

l Preparing Interactive Reporting for Printing (UNIX)

l Configuring Fonts (UNIX)

l Recreating the Executables (Production Reporting Only) (UNIX)

The following table describes Reporting and Analysis postconfiguration tasks.

Table 35 Reporting and Analysis Postconfiguration Tasks

Task Reference

Optional: Customize initial user preferences for Financial Reporting using JConsole. JConsole is theJava Monitoring and Management Console used to define and manage the various properties forFinancial Reporting and the applications that run with it, across multiple servers. When you selectAttributes on the MBeans tab, you can view and set the properties and values.

Launch JConsole using EPM_ORACLE_HOME/products/biplus/bin/FRConfig.cmd (.sh)

Oracle Hyperion Financial ReportingStudio User's Guide

For Financial Reporting, if you are using Oracle Universal Content Management for external content,use JConsole to configure it.

Launch JConsole using EPM_ORACLE_HOME/products/biplus/bin/FRConfig.cmd (.sh)

Oracle Hyperion Financial ReportingWorkspace Administrator's Guide

For Financial Reporting integration with Oracle Hyperion Public Sector Planning and Budgeting,Fusion Edition, to use the Search Facility in the HTML output, configure a search engine capable ofsearching HTML pages.

Prepare the print server for Financial Reporting. The Print Server runs only on Microsoft Windows. “Preparing the Financial ReportingPrint Server” on page 178

If you are unable to connect to a Network Address Translated server from a Financial ReportingStudio installation outside the firewall, add the DuseHostname=true JVM parameter on theFoundation Services server, and add the following property in the default-domain.cfg:policies:iiop:server_address_mode_policy:publish_hostname="true".

Oracle Hyperion Financial ReportingStudio User's Guide

(UNIX) Configure X11 for Web application server components for Financial Reporting.

You must also set the DISPLAY variable for Production Reporting in order to generate charts.

“Configuring X11 for WebApplication Server Components forFinancial Reporting (UNIX)” on page178

To configure Reporting and Analysis to access SAP JAVA Connector (SAP JCo) data sources andoptionally to authenticate users against an SAP server, install the SAP JCo files to each Reportingand Analysis component machine. (Applies to Web Analysis, and Production Reporting.)

“Configuring SAP Data SourceAccess and Authentication” on page179

For Web Analysis: If you are using an RDBMS as a data source or for relational drill through, addthe necessary drivers.

“Adding Drivers for Web Analysis” onpage 180

Reporting and Analysis Postconfiguration Tasks 177

Task Reference

(UNIX) Set up environment variables for Production Reporting. “Setting up the EnvironmentVariables for Production Reporting(UNIX)” on page 180

(UNIX) Prepare Interactive Reporting for printing. “Preparing Interactive Reporting forPrinting (UNIX)” on page 181

Optional: Configure fonts for UNIX systems. “Configuring Fonts (UNIX)” on page181

Optional: (UNIX) Recreate the executables for Production Reporting. “Recreating the Executables(Production Reporting Only) (UNIX)”on page 182

Preparing the Financial Reporting Print ServerTo print cell documents, the corresponding “print” applications (Microsoft Word, Excel andPowerPoint) on the Print Server machine must have the following characteristics:

l Be properly installed

l Be properly registered for printing in the computer’s registry

l Be available to the “SYSTEM” account

l Have access to, and be able to print from, the printers installed by Financial Reporting(HRPrinter1-5). The SYSTEM account issues all print requests, so it is important that theapplications can print using the Print Server’s printers.

To optimize the print server, disable the following items:

l All add-ins (including EPM System add-ins) from all Microsoft Office applications—Toenhance application launch time and consume system resources. If enabled, it may displayUI components that require user input.

l SmartTags (Office 2002+)—To enhance performance.

l “Office Assistant”—Office Assistant prompts the user for input, which halts printing.

Tip: Dedicate a machine for use as a print server, ensuring that add-ins are not used.

Configuring X11 for Web Application Server Components forFinancial Reporting (UNIX)To perform chart generation, Financial Reporting requires access to a graphics display device,either real or virtual. Oracle recommends that you use an X virtual frame buffer (Xvfb) insteadof a hardware graphics display device, because Xvfb performs all operations in memory and doesnot require that any screens or input devices be attached to the machine. For details aboutenabling Xvfb, see Appendix G, “Enabling an X Virtual Frame Buffer for Financial Reportingand Production Reporting.”


You must also set the DISPLAY variable for Production Reporting in order to generate charts.

Configuring SAP Data Source Access and AuthenticationTo configure Reporting and Analysis (Web Analysis, and Production Reporting) to access SAPJAVA Connector (SAP JCo) data sources and optionally to authenticate users against an SAPserver, install the SAP JCo files to each Reporting and Analysis component machine.

ä To configure Reporting and Analysis to use SAP as a data source and optionally to use SAPas an authentication provider:

1 Obtain the SAP JCo files from:

l Your SAP distribution.

l Download from the SAP Web site as a registered user at https://service.sap.com/connectors

2 (Windows) After Reporting and Analysis installation:

a. Place the SAP JCo binaries in EPM_ORACLE_HOME/common/SAP/bin.

b. Place the SAP JCo java archives (JAR files) in EPM_ORACLE_HOME/common/SAP/lib

c. Expand the JAR file, using the convenience utility, in EPM_ORACLE_HOME/common/SAP/lib/explodejarUsingJRE.bat|sh

3 UNIX: After Reporting and Analysis installation, place the SAP JCo binaries in EPM_ORACLE_HOME/common/SAP/bin. Place the SAP JCo java archives (.jar files) in EPM_ORACLE_HOME/common/SAP/lib

4 Optional: To configure Reporting and Analysis to use SAP as an authentication provider:

a. Download these files from the SAP Enterprise Portal EP60 SP2 or higher:

l com.sap.security.core.jar

l com.sap.security.api.jar

l sap.logging.jar

l iaik_jce.jar

l iaik_jce_export.jar (if using the export version of the IAIK-JCE libraries)into

EPM_ORACLE_HOME/common/SAP/lib

For the 64-bit version of Financial Reporting, use EPM_ORACLE_HOME/common/SAP-64/lib.

b. After installation, expand the JAR files, using the convenience utility, in

EPM_ORACLE_HOME/common/SAP/lib/explodejarUsingJRE.bat|sh

For the 64-bit version of Financial Reporting, use EPM_ORACLE_HOME/common/SAP-64/lib/explodejarUsingJRE.bat|shs.


Adding Drivers for Web AnalysisIf you are using an RDBMS as a data source or for relational drill through, add the necessarydrivers.

ä To add drivers for Windows:

1 Append MIDDLEWARE_HOME/user_projects/epmsystem1/bin/deploymentScripts/setCustomParamsWebAnalysis.bat with an updated value for theEXT_POST_CLASSPATH variable. Add each RDBMS driver jar into the variable definition separately.For example:

set EXT_POST_CLASSPATH=C:/jdbcdrivers/db2java.jar;C:/jdbcdrivers/db2jcc.jar;C:/jdbcdrivers/db2jcc_license_cisuz.jar;C:/jdbcdrivers/ojdbc14.jar;%EXT_POST_CLASSPATH%

Editing this file affects only the Web Analysis services that were started usingstartWebAnalysis.bat in MIDDLEWARE_HOME/user_projects/epmsystem1/bin.

2 Using Regedit, look in: HKEY_LOCAL_MACHINE\SOFTWARE\Hyperion Solutions\WebAnalysis\HyS9WebAnalysis\JVMOptionX for the –Djava.class.path value andappend the driver paths.

For example, for SQL Server, you might append:

C:\jdbc\msbase.jar;C:\jdbc\mssqlserver.jar;C:\jdbc\msutil.jar;C:\jdbc\sqljdbc.jar

The full list of jar files:

l Oracle - ojdbc14.jar

l DB2 - db2java.jar db2jcc.jar db2jcc_license_cisuz.jardb2jcc_license_cu.jar

l SQL Server - msbase.jar mssqlserver.jar msutil.jar sqljdbc.jar

3 Restart Web Analysis.

ä :

1 Append MIDDLEWARE_HOME/user_projects/epmsystem1/bin/deploymentScripts/setCustomParamsWebAnalysis.sh with an updated value forEXT_POST_CLASSPATH variable. Add each RDBMS driver jar into the variable definition separately.For example:

EXT_POST_CLASSPATH=$HOME/jdbcdrivers/db2java.jar:$HOME/jdbcdrivers/db2jcc.jar:$HOME/jdbcdrivers/db2jcc_license_cisuz.jar:$HOME/jdbcdrivers/ojdbc14.jar:${EXT_POST_CLASSPATH}export EXT_POST_CLASSPATH

2 Restart Web Analysis.

Setting up the Environment Variables for ProductionReporting (UNIX)You run a script to set the environment variables. The scripts are in specified database directories.


ä To configure the environment variables, locate the environment scripts in the followingdirectories:

EPM_ORACLE_HOME/products/biplus/bin/SQR/Server/db_name/bin

or, for the 64–bit version:

EPM_ORACLE_HOME/products/biplus/bin/SQR/Server/db_name/bin64

where db_name is the name of the database. The following databases are supported: Oracle,Sybase, Informix, DB2, ODBC, DDO, and Teradata.

l For all databases, the following script configures the basic environment variables:

m For C Shell: source setenv.csh

m For Bourne or Korn Shell: setenv.sh

l For the DDO database, the following script configures additional environment variables:

m For C Shell: source setjre.csh

m For Bourne or Korn Shell: setjre.sh

In addition, for jobs with charts, configure X11 display as described in Appendix G, “Enablingan X Virtual Frame Buffer for Financial Reporting and Production Reporting.”

Preparing Interactive Reporting for Printing (UNIX)

ä To prepare Interactive Reporting for printing:

1 Ensure that Acrobat Reader is installed.

2 If the installation location for Acrobat Reader is not in the PATH, set a new environment variable:PATH_TO_ACROREAD, where the path is the Acrobat Reader installation location.

Configuring Fonts (UNIX)Perform these procedures if you want nice-looking fonts.

Interactive Reporting Service must be configured with appropriate fonts to ensure that BQYdocuments in EPM Workspace have a consistent look and feel with the Web Client. You mustmake Type1, TrueType, or OpenType fonts available to Interactive Reporting Service. Theconfigured fonts must support characters for all intended languages.

EPM System Installer installs Andale WT font in EPM_ORACLE_HOME/products/biplus/fonts directory and configures Interactive Reporting Service to use it. This font supports mostcharacters from Western European languages as well as Chinese, Japanese and Korean.

Customers must use fonts appropriate for their usage. For example, when using WesternEuropean languages, for Windows-like look and feel, you could download Microsoft’s TrueTypeWeb fonts and configure as below:


ä To make Microsoft’s TrueType Web fonts available to EPM Workspace:

1 Download the Microsoft TrueType Web fonts from:

http://sourceforge.net/projects/corefonts/ or other source.

2 Create a directory to store the font files.

3 If you are using downloaded Microsoft fonts, extract each file (*.exe) into the newly created directoryusing the cabextract utility:

downloadLocation/cabextract -d directory CAB file

Tip: Cabextract is an open source tool that lets you extract font files. You can download itfrom the Web.

4 Create a fonts.dir file in the directory containing the font files using the ttmkfdir utility.

Tip: You can download the ttmkfdir utility from the following URL: http://packages.debian.org/stable/x11/ttmkfdir

5 Add the fonts.dir directory to environment variable FONT_PATH, or add it to BQ_FONT_PATHenvironment variable inside EPM_ORACLE_HOME/common/raframeworkrt/11.1.2.0/bin/set_common_env.sh.

6 Restart Interactive Reporting Service.

Recreating the Executables (Production Reporting Only)(UNIX)For Production Reporting for Sybase, Oracle, Informix, DB2, and Teradata, ensure that youhave the proper database client software installed on the same machine as Production Reporting.Production Reporting for ODBC and DDO does not require any additional libraries.

If you have your own user-defined functions, if a new version of the database libraries becomesavailable, or to apply OS-level patches, then you need to re-link the product as described in thissection. The Production Reporting script uses standard environment variables for each databaseto identify the location of the libraries.

You must re-create the executables if the version of the operating system or database clientsoftware is different from when the original executables were created. You find the versions byusing the following command line flag:

-id

ä To re-create the executables, type the following commands from a shell:

cd EPM_ORACLE_HOME/products/biplus/bin/SQR/Server/db_name/lib ./sqrmake

where db_name is the name of one of the following database names: Oracle, Informix, DB2,Sybase, ODBC, DDO, or Teradata.


http://sourceforge.net/projects/corefonts/

http://packages.debian.org/stable/x11/ttmkfdir

http://packages.debian.org/stable/x11/ttmkfdir

HYPERION_HOME and SQRDIR are required to re-create the executables. SQRDIR should be setto EPM_ORACLE_HOME/products/biplus/bin/SQR/Server/db_name/bin.

Planning Postconfiguration TasksThe following table describes Planning postconfiguration tasks.

Table 36 Planning Postconfiguration Tasks

Task Reference

If you are using Offline Planning, perform the postconfiguration tasks. “Configuring Offline Planning” on page 183 and Oracle HyperionPlanning Administrator's Guide

(UNIX) Configure the Planning locale for a non-English UNIXenvironment.

“(UNIX) Configuring the Planning Locale for Use in Non-EnglishEnvironments ” on page 183

Configuring Offline Planning

ä To configure Offline Planning:

1 Because Offline Planning Provider terminates when a user without proper access takes a form offline,administrators must give users the following permissions:

l Read and write permissions for the following directories and subdirectories:EPM_ORACLE_HOME/products/Planning/Offline/myanalytics andEPM_ORACLE_HOME/products/Planning/offline/offlinedata.

l Read and execute permissions for c:/windows/system32/msvcr71.dll.

2 Install Smart View.

3 Enable the form for offline use and assign appropriate roles. See the Oracle Hyperion PlanningAdministrator's Guide and the Oracle Hyperion Enterprise Performance Management System User andRole Security Guide.

(UNIX) Configuring the Planning Locale for Use in Non-English Environments

ä To configure the Planning locale for use in a non-English UNIX environment:

1 In MIDDLEWARE_HOME/user_projects/epmsystem1/bin/deploymentScripts, editsetCustomParamsHyperionPlanning.sh to include these items:

l The appropriate ESSLANG value

l The appropriate LANG value

l The appropriate LC_CTYPE

ESSLANG, LANG and LC_CTYPE should be assigned the same locale.

Planning Postconfiguration Tasks 183

For example, for simplified Chinese:

ESSLANG=SimplifiedChinese_China.MS936@Binary; export ESSLANG

LANG=zh_CN.gb18030; export LANG

LC_CTYPE=zh_CN.gb18030; export LC_CTYPE

See the table at the end of this section for more languages.

2 Make sure the ESSLANG value you set in setCustomParamsHyperionPlanning.sh matchesthe ESSLANG value set for Essbase Server (set with EPM System Configurator).

Table 37 ESSLANG, LANG and LC_CTYPE Values

Language ESSLANG LANG | LC_ALL | LC_CTYPE

Brazil-Portuguese Portuguese_Portugal.ISO-8859-15@Default pt_BR.ISO8859-1

Dutch Dutch_Netherlands.ISO-8859-15@Default nl_NL.iso88591

Swedish Swedish_Sweden.ISO-8859-15@Swedish sv_SE.iso885915

Korean Korean_Korea.MS949@Binary ko_KR.euckr

Finnish Finnish_Finland.ISO-8859-15@Finnish fi_FI.iso885915@euro

Simplified Chinese SimplifiedChinese_China.MS936@Binary zh_CN.gb18030

Japanese Japanese_Japan.JapanEUC@Binary ja_JP.eucJP

Danish Danish_Denmark.ISO-8859-15@Danish da_DK.ISO8859-15

Traditional Chinese TraditionalChinese_Taiwan.EUC-TW@Binary Zh_TW.big5

German German_Germany.Latin1@Default de_DE.iso885915@euro

French French_France.ISO-8859-15@Default fr_FR.ISO8859-15

Financial Management Postconfiguration TasksThe following table describes Financial Management postconfiguration tasks.

Table 38 Financial Management Postconfiguration Tasks

Task Reference

To use Extended Analytics, create a UDL file, and optionally, encrypt it. Oracle Hyperion Financial ManagementAdministrator's Guide

Use the HFM Configuration Utility (HFMConfigure.exe) in EPM_ORACLE_HOME/products/FinancialManagement/client to perform DSNconfiguration for Extended Analytics and to register clusters and servers.

Oracle Hyperion Financial ManagementAdministrator's Guide or the online Help for the HFMConfiguration Utility (HFMConfigure.exe).


Task Reference

Optional: Configure Settings for IIS 5.0 Isolation Mode “Configuring Settings for IIS 5.0 Isolation Mode(Optional)” on page 185

Configuring Settings for IIS 5.0 Isolation Mode (Optional)Before you install Financial Management, you install and configure IIS. However, if you run IIS5.0 Isolation mode in IIS 6.0 on Windows 2003, after you run EPM System Configurator andcreate your Web directories, you must manually set two additional IIS properties for theApplication Protection and Authentication Level.

ä To set the properties for IIS 5.0 Isolation mode:

1 Select Start, then Programs, then Administrative Tools, and then Internet Services Manager.

2 Expand Internet Information Services and its subdirectories, and right-click the virtual directory forFinancial Management; for example, HFM, and select Properties.

3 On the Virtual Directory tab, from the list for Application Protection, change the setting to High(Isolated).

4 Close Internet Services Manager.

5 Select Start, then Programs, then Administrative Tools, and then Component Services.

6 Expand the directories, and select COM+ Applications.

7 Select the Financial Management Web site; for example, IIS (Default Web Site//Root/HFM).

8 Right-click the Web site and select Properties.

9 On the Security tab, from the list in the Authentication Level for Calls, change the setting to None.

Strategic Finance Postconfiguration TasksThe following table describes Strategic Finance postconfiguration tasks.

Table 39 Strategic Finance Postconfiguration Tasks

Task Reference

Set up servers and databases. Chapter 2, “Performing Server-Related Tasks” and Chapter 3, “Working With Databases”in the Hyperion Strategic Finance Administrator's Guide

Connect the Strategic Finance client to theserver.

“Managing Entities on Strategic Finance Servers” in the Hyperion Strategic Finance User'sGuide.

Performance Scorecard Postconfiguration TasksThe following table describes Performance Scorecard postconfiguration tasks.

Strategic Finance Postconfiguration Tasks 185

Table 40 Performance Scorecard Postconfiguration Tasks

Task Reference

If you are using Lifecycle Management to import large models, the import might take longer to process than the time specifiedin the default timeout settings on the WebLogic Server. To work around this issue, you must reset the default timeout settingsin WebLogic Server.

Profitability and Cost Management PostconfigurationTasksThe following table describes Profitability and Cost Management postconfiguration tasks.

Table 41 Profitability and Cost Management Postconfiguration Tasks

Task Reference

Increase the heap size for your Web application server. “Increasing the JVMMemory Allocation” onpage 168

If you are using Oracle Hyperion Enterprise Performance Management System Lifecycle Management to importlarge models, the import might take longer to process than the time specified in the default timeout settingson the WebLogic Server. To work around this issue, you must reset the default timeout settings in WebLogicServer.

Financial Close Management Postconfiguration Tasks

Subtopics

l Deploying Notification .EAR Files to the SOA Server

l Creating Business Events Data Sources on the Financial Close Management Managed Server

l Targeting the Financial Close Management Datasource to the SOA Managed Server

l Configuring the SOA Managed Server

l Installing and Configuring EPMIdentityAsserter

l Configuring the Keystore for Oracle Web Services Manager

l Start Managed Servers

l Raising the Maximum Capacity in the Connection Pool

l Modifying the XA Transaction Timeout

l Specifying the Language for E-Mail Notifications

This section describes additional tasks required to configure Financial Close Management.Perform these tasks after you install and configure Oracle SOA Suite and Financial CloseManagement.


Caution! You must perform these tasks before you can start and run Financial CloseManagement. Perform the tasks in the order in which they are listed.

The following table describes Financial Close Management postfiguration tasks.

Note: For the procedures that follow, note that if you selected Production Mode when youcreated the WebLogic domain, to make changes in the WebLogic Admin Server Consoleyou must first click Lock & Edit in the Change Center. After you make the changes, clickActivate Changes in the Change Center.

Table 42 Financial Close Management Postconfiguration Tasks

Task Reference

Deploy the notification EAR files to the SOA Server. “Deploying Notification .EAR Files to the SOA Server” on page 187

Create Business Events datasources on the Financial CloseManagement Managed Server.

“Creating Business Events Data Sources on the Financial CloseManagement Managed Server ” on page 188

Target the Financial Close Management datasource to the SOAmanaged server.

“Targeting the Financial Close Management Datasource to the SOAManaged Server” on page 190

Configure the SOA managed server. “Configuring the SOA Managed Server” on page 190

Install and configure EPMIdentityAsserter. “Installing and Configuring EPMIdentityAsserter” on page 194

Configure the keystore for Oracle Web Services Manager. “Configuring the Keystore for Oracle Web Services Manager” on page197

Start managed servers. “Start Managed Servers” on page 198

Raise the maximum capacity in the connection pool. “Raising the Maximum Capacity in the Connection Pool” on page199

Modify the XA transaction timeout. “Modifying the XA Transaction Timeout” on page 200

To receive e-mail notifications in a language different from thedefault language specified on the SOA server, perform additionalsteps.

“Specifying the Language for E-Mail Notifications” on page 200

Create and manage Integration Types. Oracle Financial Close Management Administrator's Guide. You candownload integration xml files from Oracle Technology Network.

Deploying Notification .EAR Files to the SOA ServerPerform this procedure to enable the SOA Server to communicate with the Financial CloseManagement Server, which is required for sending notification messages.

Financial Close Management Postconfiguration Tasks 187

ä To deploy the notification .ear files:

1 Log in to the WebLogic Admin Server Console from the machine on which Financial Close Managementis installed: http://WebLogic_Admin_Host:WebLogic_Admin_Port/console.

2 Go to the Deployment page, and then click Install.

3 Select a notification .ear file from the Browse dialog box, and then click Next.

There are three notification .ear files:

l FCCAlertNotification.ear

l FCCNotification.ear

l FCCTaskNotification.ear

EPM System Installer installs the .ear files in EPM_ORACLE_HOME/products/FinancialClose/AppServer/InstallableApps/common.

4 Select Install this deployment as an application, and then click Next.

5 Select the target to SOA Managed Server (the default name is soa_server1) and then click Next.

The notification ear files should not be targeted to any other managed servers besidessoa_server1.

6 Under Security, leave the default selection. Under Source Accessibility, select Copy this applicationonto every target for me, and then click Next.

7 Click Finish.

8 Repeat these steps for the other two notification .ear files.

Tip: To make sure the notification .ear files are deployed properly, log in to the Admin ServerConsole (http://WebLogic_Admin_Host:WebLogic_Admin_Port/console), andclick Deployments in the left pane. In the right pane, verify that the three notificationapplications (FCCAlertNotification, FCCTaskNotification,, andFCCNotification), are deployed and are in an Active state. If they are not in an Activestate, click the check box beside the FCCXXXNotification file name, select Start, and thenselect Servicing all requests.

Creating Business Events Data Sources on the FinancialClose Management Managed ServerPerform this procedure to enable Financial Close Management to communicate with the SOAServer.

Caution! Be very careful to use the exact JNDI name. Do not get confused by the similar datasource name that already exists and is targeted to the SOA server.


ä To add the EDNLocalTxSource data source:

1 Log in to the WebLogic Admin Server console if you are not already logged in.

2 Select Services, then JDBC, then DataSources, and then New, enter the following information, and thenclick Next.

l Name - EDNLocalTxSource

l JNDI Name - jdbc/EDNLocalTxSource

l Database Type - Oracle

l Database Driver - Oracle's Driver (Thin) for Service Connections

3 Clear the Supports Global Transactions box and then click Next.

4 Enter the database details and then click Next.

Provide the database details of the soa-infra schema that is used for SOA Server.

Make sure to provide details for the soa-infra schema and not thefinancialClose_datasource schema.

5 Click Test Configuration, and after the database connection is tested and verified, click Next.

6 Select FinancialClose Managed Server (under Clusters, All Servers in the Cluster) as thetarget, and then click Finish.

ä To add the EDNSource data source:

1 Log in to the WebLogic Admin Console, if you are not already logged in.

2 Select Services, then JDBC, then DataSources, and then New, enter the following information, and thenclick Next.

l Name - EDNSource

l JNDI Name - jdbc/EDNSource

l Database Type - Oracle

l Database Driver - Oracle's Driver (Thin XA) for Service Connections

3 Click Next on the Transaction Options page.

4 On the JDBC Datasource Properties panel, enter the database details and then click Next.

Provide the database details of the soa-infra schema that is used for Oracle SOA SuiteServer.

5 Click Test Configuration, and after the database connection is tested and verified, click Next.

6 Select FinancialClose Managed Server (under Clusters, All Servers in the Cluster) as thetarget, and then click Finish.


Targeting the Financial Close Management Datasource to theSOA Managed ServerThis procedure is required to access Financial Close Management data from the SOA Server,such as the notification messages that are stored in the Financial Close Management database.

ä To target the jdbc/financialclose_datasource in SOA Server:


2 Go to DataSources, and then click jdbc/financialclose_datasource.

3 Click the Targets tab and then select the SOA Managed Server from the Target list.

4 Click Save.

Configuring the SOA Managed Server

Subtopics

l Setting the Listener Address on the SOA Server

l Connecting Oracle Internet Directory (OID), Microsoft Active Directory (MSAD), or SunOne to the SOA Server

l Configuring the E-mail Driver

Setting the Listener Address on the SOA ServerWhen you are configuring a new SOA Server, make sure you configure the listener addressproperly so that Financial Close Management can identify the SOA Server location by queryingthe admin server repository.

ä To set the listener address on the SOA Server:


2 Set Listen address to the hostname of the SOA Server in two places:

l Select Environment, then Servers, and then soa_server1.

l Select Environment, then Machines, then LocalMachine, and then Node Manager.

Connecting Oracle Internet Directory (OID), Microsoft Active Directory(MSAD), or SunOne to the SOA ServerThis procedure is required to configure the SOA Server to communicate with an externalprovider, such as OID, MSAD, or SunOne. Shared Services must also be configured to workwith this external provider. Follow the sections specific to your provider.

Note: Financial Close Management does not support Shared Services Native Directory. See theOracle Hyperion Enterprise Performance Management System User and Role SecurityGuide for more information.


ä To connect OID, MSAD, or SunOne to the SOA Server:


2 Click Security Realms on the left, click myrealm, and then click the Providers tab.

3 Click Add, enter the following details, and then click OK.

For OID:

l Name - OID

l Type - OracleIntenetDirectoryAuthenticator

For MSAD:

l Name - MSAD

l Type - ActiveDirectoryAuthenticator

For SunOne:

l Name - SunOne

l Type - IPlanetAuthenticator

You can ignore the prompt to restart the server; you will be restarting at the end of thisprocedure.

4 Click the provider you just added, click the Provider Specific tab, enter the following details for yourprovider, and then click OK.

l Host

l Port

l Principal

l Credential

l User Base DB

l Group Base DB

l User from Name Filter (MSAD only)

l User Name Attribute (MSAD only)

You can leave the rest of the default values unchanged.

5 Click Reorder to move OID, MSAD, or SunOne so that it is second in the list of providers (afterDefaultAuthenticator and before EPMIdentityAsserter).

6 Click OID, MSAD,or SunOne, and for Control Flag, select SUFFICIENT.

7 Stop WebLogic server.

8 Make a backup copy of domain_name/config/fmwconfig/jps-config.xml.

9 Open domain_name/config/fmwconfig/jps-config.xml in a text editor, and to the<serviceInstances> tag, add the following <serviceInstance> definition:

For OID (replace the italicized values with OID information):


<serviceInstance provider="idstore.ldap.provider" name="idstore.OID"> <property value="yourSubscriberName" name="subscriber.name"/> <property value="OID" name="idstore.type"/> <property value="username:password" name="cleartext.ldap.credentials"/> <property value="ldap://hostname:port" name="ldap.url"/> <property value="uid" name="username.attr"/> <extendedProperty> <name>user.search.bases</name> <values> <value>User Base DN</value> </values> </extendedProperty> <extendedProperty> <name>group.search.bases</name> <values> <value>Group Base DN</value> </values> </extendedProperty></serviceInstance>

For MSAD (replace the italicized values with MSAD information):

<serviceInstance provider="idstore.ldap.provider" name="idstore.AD"> <property value="yourSubscriberName" name="subscriber.name"/> <property value="ACTIVE_DIRECTORY" name="idstore.type"/> <property value="username:password" name="cleartext.ldap.credentials"/> <property value="ldap://hostname:port" name="ldap.url"/> <property value="cn" name="username.attr"/> <extendedProperty> <name>user.search.bases</name> <values> <value>User Base DN</value> </values> </extendedProperty> <extendedProperty> <name>group.search.bases</name> <values> <value>Group Base DN</value> </values> </extendedProperty></serviceInstance>

For SunOne (replace the italicized values with SunOne information):

<serviceInstance provider="idstore.ldap.provider" name="idstore.SUNONE"><property value="yourSubscriberName" name="subscriber.name"/><property value="IPLANET" name="idstore.type"/><property value="username:password" name="cleartext.ldap.credentials"/><property value="ldap://hostname:port" name="ldap.url"/><property value="uid" name="username.attr"/><extendedProperty><name>user.search.bases</name><values><value>User Base DN</value></values></extendedProperty><extendedProperty><name>group.search.bases</name>


<values><value>Group Base DN</value></values></extendedProperty></serviceInstance>

Note that you must provide your password for cleartext.ldap.credentials.

10 Refer to the newly defined serviceInstance in the default jpsContext as shown in the followingexample:

For OID:

<jpsContext name="default"> <serviceInstanceRef ref="credstore" /> <serviceInstanceRef ref="keystore" /> <serviceInstanceRef ref="policystore.xml" /> <serviceInstanceRef ref="audit" /> <serviceInstanceRef ref="idstore.OID" /> </jpsContext>

For MSAD:

<jpsContext name="default"> <serviceInstanceRef ref="credstore" /> <serviceInstanceRef ref="keystore" /> <serviceInstanceRef ref="policystore.xml" /> <serviceInstanceRef ref="audit" /> <serviceInstanceRef ref="idstore.AD" /> </jpsContext>

For SunOne:

<jpsContext name="default"><serviceInstanceRef ref="credstore" /><serviceInstanceRef ref="keystore" /><serviceInstanceRef ref="policystore.xml" /><serviceInstanceRef ref="audit" /><serviceInstanceRef ref="idstore.SUNONE" /></jpsContext>

11 Restart WebLogic Server.

Configuring the E-mail Driver

ä To configure the e-mail driver:

1 Go to Oracle Enterprise Manager for the SOA server: http://WebLogic_Admin_Host:WebLogic_Admin_Port/em and log in as user weblogic.

2 Expand the User Messaging Service folder, right-click usermessagingdriver-email(soa_server1), andselect Email Driver Properties.

3 Specify the following properties, and then click Apply.

l OutgoingMailServer - enter the mail server name, for example:myMailServer.myCompany.com

l OutgoingMailServerPort - specify the port for the mail server.


l OutgoingMailServerSecurity - SSL is recommended.

l OutgoingUserName - specify a valid e-mail address.

l OutgoingPassword - Type of Password - select Clear Text.

l OutgoingPassword - Password - specify the password for the OutgoingUserName youspecified.

4 In the left panel, expand the SOA folder, right-click soa-infra (soa-server1), click SOAAdministration, and then select Workflow Notification Properties.

5 Specify the following properties, and then click Apply.

l Notification Mode - select ALL or EMAIL.

l Email: From Address - specify a valid e-mail address.

6 Restart the SOA Server.

7 Go to Oracle Enterprise Manager to test the human workflow notification settings:

a. Expand the SOA folder, right-click soa-infra (soa_server1), select Service Engines, thenHuman Workflow, select the Notification Management tab, and then click Send TestNotification.

b. Enter a valid SentTo e-mail address, select EMAIL as the channel, enter a test message,and then click Send.

c. Verify that you received the e-mail message.

Installing and Configuring EPMIdentityAsserter

Subtopics

l Adding EPMIdentityAsserter to the Security Providers

l Creating and Configuring a Security Role in WebLogic Server

Financial Close Management uses WebLogic Server Container Security. To provide support forcontainer security, you must install and configure the Custom WebLogic Identity Asserter(EPMIdentityAsserter) in the WebLogic Server domain for EPM System.

Adding EPMIdentityAsserter to the Security Providers

Note: In a distributed environment, perform steps 2 - 4 on each machine in the EPM Systemdeployment.

ä To install and configure EPMIdentityAsserter:

1 Stop all managed servers (all the Web applications you deployed, including Foundation Services,Financial Close Management, and any other managed servers in the domain).


2 Make a backup copy of setDomainEnv.cmd, which is in the WebLogic domain folderdomain_home/bin. In a distributed environment, perform this step on each machine in the EPMSystem deployment.

3 Edit setDomainEnv.cmd to include the following entries. In a distributed environment, perform thisstep on each machine in the EPM System deployment.

a. Add the following entries after the LONG_DOMAIN_HOME environment variable. Insert ablank line between the existing section and the new content. Update the locations topoint to the appropriate path on your machine:

set EPM_ORACLE_HOME=C:\Oracle\Middleware\EPMSystem11R1 set EPM_ORACLE_INSTANCE=C:\Oracle\Middleware\user_projects\epmsystem1

For example:

set LONG_DOMAIN_HOME=C:\Oracle\Middleware\EPMSystem11R1\..\user_projects\domains\soa_domain

@insert new line hereset EPM_ORACLE_HOME=C:\Oracle\Middleware\EPMSystem11R1

set EPM_ORACLE_INSTANCE=C:\Oracle\Middleware\user_projects\epmsystem1

Tip: Make sure you insert a blank line before and after the text you add. Make sure thereare no trailing spaces at the end of each line you add. Also include a blank linebetween the entries for EPM_ORACLE_HOME and EPM_ORACLE_INSTANCE.

Note: In a distributed environment, do not copy setDomainEnv.cmd from onemachine to another as they vary by machine. Make all edits directly tosetDomainEnv.cmd on the Web server within the environment.

b. Add epm.jar to the POST_CLASSPATH: Add the following line after the last instancethat sets POST_CLASSPATH:

set POST_CLASSPATH=%POST_CLASSPATH%;%EPM_ORACLE_HOME%\common\jlib\11.1.2.0\epm.jar

For example:

if NOT "%EXT_POST_CLASSPATH%"=="" ( if NOT "%POST_CLASSPATH%"=="" ( set POST_CLASSPATH=%POST_CLASSPATH%;%EXT_POST_CLASSPATH% ) else ( set POST_CLASSPATH=%EXT_POST_CLASSPATH% ))

@insert the new line here:set POST_CLASSPATH=%POST_CLASSPATH%;%EPM_ORACLE_HOME%\common\jlib\11.1.2.0\epm.jar

Tip: Make sure you insert a blank line before and after the text you add. Make sure thereare no trailing spaces at the end of the new line you add.


c. Save and close the file.

4 Copy EPMIdentityAsserter.jar from EPM_ORACLE_HOME/common/SharedServices/11.1.2.0/lib to MIDDLEWARE_HOME/wlserver_10.3/server/lib/mbeantypes. In adistributed environment, perform this step on each machine in the EPM System deployment.

5 Restart WebLogic Admin Server. Do not start any of the managed servers.

6 Log in to the WebLogic Admin Console (http://WebLogic_Admin_Host:WebLogic_Admin_Port/console) using WebLogic admincredentials.

7 In the Domain Structure portlet, click Security Realms.

8 From the available realms, click the realm name with Default Realm status true.

Tip: Click the realm name, not the check box.

9 Click the Providers tab to list all configured Authentication/Assertion providers.

10 Click New under Authentication Providers.

11 Select EPMIdentityAsserter from the list of supported Authentication/Assertion providers, thenin the Create a New Authentication Provider panel, specify a name for the provider, such asEPMIdentityAsserter, and then click OK.

EPMIdentityAsserter is now listed in the list of configured providers.

12 Reorder the list so that the providers are in the following order:

l DefaultAuthenticator

l MSAD, OID, or SunOne, depending on which provider you are using

l EPMIdentityAsserter

For example, to make EPMIdentityAsserter third in the Provider list, click Reorder,select EPMIdentityAsserter from the list of available providers, click the Up arrow untilEPMIdentityAsserter is third from the top of the available providers list, and then clickOK.

13 Click DefaultAuthenticator, and for Control Flag, select SUFFICIENT.

14 Stop WebLogic Admin Server.

15 Start WebLogic Admin Server.

Creating and Configuring a Security Role in WebLogic Server

ä To create and configure the security role in WebLogic Server:

1 Log in to the WebLogic Admin Console (http://WebLogic_Admin_Host:WebLogic_Admin_Port/console) using WebLogic admincredentials.

2 In the Domain Structure portlet, click Security Realms.

3 From the Available Realms list, select the realm name with Default Realm status True.


4 Click the Role and Policies tab.

5 From the Available Role list, expand Global Roles, click Roles, and then click New.

6 Specify the name valid_users for the role, and then click OK.

The new role valid_users appears in list of Global Roles.

7 Click the valid_users role name, and on the Edit Global Role panel, click Add Conditions.

8 From the Predicate List, select Allow access to everyone, click Finish, and then click Save.

Tip: After you click Save, go back to make sure that the Allow access to everyone conditionwas set correctly.

Configuring the Keystore for Oracle Web Services ManagerYou must set up the Keystore for message protection and configure the Credential StoreProvider.

The Financial Close Management client and the Financial Management Web service use thefollowing policies:

l wss11_saml_token_with_message_protection_client_policy

l wss11_saml_token_with_message_protection_service_policy

ä To set up the keystore used by Web Services Manager:

1 Create a Keystore.

See “How to Create and Use a Java Keystore” in the “Setting up the Keystore for MessageProtection” section of the Oracle Fusion Middleware Security and Administrator's Guide forWeb Services 11g Release 1 (11.1.1). (http://download.oracle.com/docs/cd/E14571_01/web.1111/b32511/setup_config.htm#BABJHIBI).

Use the keytool to create a Java keystore. For example, go to /Oracle/Middleware/user_projects/$DOMAIN_HOME/config/fmwconfig in the server running theWebLogic Admin Server hosting your EPM System domain and execute the followingcommand to add a key pair to the keystore:

keytool -genkeypair -keyalg RSA -alias orakey -keypass welcome1 -keystore default-keystore.jks -storepass welcome1 -validity 3600

This command creates a keystore with the name default-keystore.jks if it does notalready exist and adds a new private key entry with alias 'orakey' and passwordwelcome1 to it. You can change the alias, password, and domain name as needed in thecommand.

Note: If the keytool command is not recognized, the Path environmental variable mightnot include JDK. Add the JDK to the Path variable using the following command:set PATH=%PATH%;C:\Oracle\Middleware\jdk160_11\bin\;.;.

2 Assign the Keystore to the EPM System WebLogic domain.


http://download.oracle.com/docs/cd/E14571_01/web.1111/b32511/setup_config.htm#BABJHIBI


See “Setting up the Keystore for Message Protection” in the Oracle® Fusion MiddlewareSecurity and Administrator's Guide for Web Services 11g Release 1 (11.1.1) http://download.oracle.com/docs/cd/E14571_01/web.1111/b32511/setup_config.htm#BABJHIBI.

a. Using the Enterprise Manager – Fusion Middleware control, in the Navigator pane,expand WebLogic Domain to show the domain for which you need to configure thekeystore, and then select the domain.

b. Using Fusion Middleware Control, click WebLogic Domain, right-click to go toSecurity, and then Security Provider Configuration. Click the plus sign (+) to expand theKeystore control near the bottom of the page, and then click Configure.

The Web Services Manager Keystore Configuration page is displayed.

c. If it is not already selected, click the Configure Keystore Management box.

d. Enter the path and name for the keystore that you created. By default, the keystore nameis default-keystore.jks, but you can change this. However you cannot change thekeystore type. It must be JKS.

e. Enter a password for the keystore and confirm it.

f. Enter an alias and password for the signature and encryption keys. Confirm thepasswords.

The alias and password for the signature and encryption keys define the string alias andpassword used to store and retrieve the keys.

g. Click OK to submit the changes.

Note that changing any of the fields on this page requires a restart of Oracle EnterpriseManager Fusion Middleware Control to take effect.

Note: For a distributed environment, the keystore (default-keystore.jks) and thecwallet.sso files must be copied to each Web application server within theenvironment. Copy these files to $DOMAIN_HOME/config/fmwconfig.

Start Managed Servers

ä Start each managed server in the following order:

l WebLogic Admin Server

l Shared Services

l Oracle HTTP Server

l In any order:

m Financial Management Web Services Managed Server, if you’re using FinancialManagement with Financial Close Management.

m FDM Web application, if you’re using FDM with Financial Close Management.





m Financial Reporting Web application, if you’re using FDM with Financial CloseManagement.

l Oracle SOA managed server

l Financial Close Management Web application - must be started last

Raising the Maximum Capacity in the Connection PoolFine tune the data source to size the connection pool.

ä To raise the maximum capacity in the connection pool:

1 In the WebLogic Admin Console (http://WebLogic_Admin_Host:WebLogic_Admin_Port/console), select Services, then JDBC,and then Datasources.

2 Select your data source, then Connection Pool, and then Maximum Capacity.

3 Edit settings to increase capacity as follows:

l EDNSource—150

l EDNLocalTxSource—150

l financialclose_datasource—150

If resource errors specific to these data sources are logged, increase their capacity:

l EDNDataSource

l EDNLocalTxDataSource

l mds-owsm

l mds-soa

l EPMSystemRegistry

l OraSDPMDataSource

l SOADataSource

l SOALocalTxDataSource

Note: You can increase the capacity for each data source by a different amount, depending onthe needs for your installation.

If the Financial Close Management log includes this error message:java.sql.SQLException: Could not retrieve datasource via JNDI url 'jdbc/

data source' weblogic.jdbc.extensions.PoolDisabledSQLException:

weblogic.common.resourcepool.ResourceDisabledException: Pool data

source is Suspended, cannot allocate resources to applications..], then youhave exceeded the maximum connections allowed in the connection pool for the specified datasource, and you need to increase the capacity of the connection pool.


Modifying the XA Transaction TimeoutYou must modify the data source transaction timeout.

ä To modify the XA transaction timeout:

1 In the WebLogic Administration Console (http://WebLogic_Admin_Host:WebLogic_Admin_Port/console), select Services, then JDBC,then Datasources, then SOADataSource, and then Transaction.

2 Specify the following:

l Select Set XA Transaction Timeout.

l Set XA Transaction Timeout to 0.

Specifying the Language for E-Mail NotificationsTo receive e-mail notifications in a language different from the default language specified on theSOA server, specify the user's language preference in the identity store.

For example, with an LDAP-based identity store:

1. Connect to the identity store.

2. Navigate to the user entry.

3. Add or set the preferredLanguage attribute.

FDM Postconfiguration TasksThe following table describes FDM postconfiguration tasks.

Table 43 FDM Postconfiguration Tasks

Task Reference

Configure FDM and create FDM applications. EPM System Configurator only registers FDMwith Shared Services. The remainder of the configuration is done in FDM.

Oracle Hyperion Financial Data QualityManagement Configuration Guide

ERP Integrator Postconfiguration TasksThe following table describes ERP Integrator postconfiguration tasks.

Table 44 ERP Integrator Postconfiguration Tasks

Task Reference

Configure Oracle Data Integrator to work with ERPIntegrator.

Oracle Hyperion Financial Data Quality Management ERP Integration Adapter forOracle Applications Administrator's Guide


Data Relationship Management PostconfigurationTasksThe following table describes Data Relationship Management postconfiguration tasks.

Table 45 Data Relationship Management Postconfiguration Tasks

Task Reference

Install and configure Data Relationship Management. Oracle Hyperion Data Relationship Management Installation Guide

Data Relationship Management Postconfiguration Tasks 201

7Starting and Stopping EPM

System Products

In This Chapter

Using a Single Script to Start Services... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203

Summary List of Services and Processes ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

Services and Processes ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206

Launching Clients .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

This chapter identifies how to start EPM System products and lists them in the order in whichOracle recommends that they be started. This chapter also provides default URLs for EPMSystem products.

Before you start any services or processes, start all databases used as repositories.

Note: Some services or processes take longer than others to start, and startup times may varyby computer.

EPM System Installer creates Windows services using the local system account. Beforeyou start the services, change them to use the appropriate domain account.

Note that Start menu items for Web applications are available only on the machine onwhich the Web server is installed.

Caution! If you started the SOA Server to configure Financial Close Management, stop itbefore starting EPM System services. If you are using Financial Close Management,see the required service startup order in “Financial Close Management ApplicationServer” on page 225.

Using a Single Script to Start ServicesEPM System Installer installs a single start script in MIDDLEWARE_HOME/user_projects/epmsystem1/bin, called start.bat|sh. Running the single start script on a machine in yourEPM System deployment starts all EPM System services installed on that machine.

To launch the single start script from the Start menu, Select Start, then Programs, then OracleEPM System, then Foundation Services, and then Start EPM System. Run this start script oneach machine in your environment.

Using a Single Script to Start Services 203

The single start script works by calling the individual start scripts for every product in therecommended startup order, specified in “Summary List of Services and Processes” on page204. Before you can use a service in this list, services preceding it in the list must be started. Whenyou use the single start script, some services may start before services they depend on start(because startup times vary). When this happens, you may need to wait to use some serviceswhile other services finish initializing.

After the single start script completes, you can run EPM System Diagnostics to determine whichservices on a machine are running. See Chapter 8, “Validating the Installation and VerifyingDeployment.”

A single stop script, stop.bat|sh is also installed in MIDDLEWARE_HOME/user_projects/epmsystem1/bin. Running the stop script on a machine in your EPM System deployment stopsall EPM System products on that machine.

Summary List of Services and ProcessesThe following EPM System product services and processes are listed below in their recommendedstartup order.

Caution! If you started the SOA Server to configure Financial Close Management, stop itbefore starting EPM System services. If you are using Financial Close Management,see the required service startup order in “Financial Close Management ApplicationServer” on page 225.

1. Databases for repositories.

2. Any corporate user directories that you plan to configure for use with Shared Services.

3. Foundation Services Managed Server application server, which includes Shared Services,and EPM Workspace.

4. Reporting and Analysis Framework — Agent Service (if required for your environment)

5. Reporting and Analysis Framework Application Server (if required for your environment)

6. Web server

The remaining services and processes can be started in any order:

1. Performance Management Architect Services

2. Performance Management Architect application server

3. Performance Management Architect Data Synchronizer application server

4. Essbase Server

5. Administration Services application server

6. Integration Services Server

7. Essbase Studio Server

204 Starting and Stopping EPM System Products

8. Provider Services application server

9. Financial Reporting Services

10. Financial Reporting application server

11. Web Analysis application server

12. Calculation Manager application server

13. Planning application server and the Hyperion RMI Registry

14. Financial Management service

15. Financial Management Web application server

16. Strategic Finance service

17. Performance Scorecard application server

18. Performance Scorecard Alerter application server

19. Profitability and Cost Management application server

20. Disclosure Management application server

21. Financial Close Management application server.

Caution! If you started the SOA Server to configure Financial Close Management, stop itbefore starting EPM System services. If you are using Financial CloseManagement, see the required service startup order in “Financial CloseManagement Application Server” on page 225.

22. Data Relationship Management services

23. FDM Task Manager service

24. ERP Integrator - Web Application

Summary List of Services and Processes 205

Services and Processes

Subtopics

l Databases for Repositories

l Corporate User Directories

l Foundation Services Managed Server Application Server

l Hyperion Reporting and Analysis Framework - Agent Service

l Reporting and Analysis Framework Application Server

l Web Server

l Performance Management Architect Dimension Server Services

l Performance Management Architect Application Server

l Performance Management Architect Data Synchronizer Application Server

l Essbase Server

l Administration Services Server

l Integration Services Server

l Essbase Studio Server

l Provider Services Application Server

l Financial Reporting Services

l Financial Reporting Application Server

l Web Analysis Application Server

l Calculation Manager Application Server

l Planning Application Server

l Financial Management Services

l Financial Management Application Server

l Strategic Finance

l Performance Scorecard Application Server

l Performance Scorecard Alerter Application Server

l Profitability and Cost Management Application Server

l Disclosure Management Application Server

l Financial Close Management Application Server

l Data Relationship Management

l FDM

l ERP Integrator Application Server

The services and processes discussed in this topic are listed in the order in which Oraclerecommends that they be started.

Databases for RepositoriesDatabases for repositories.

Corporate User DirectoriesAny corporate user directories that you plan to configure for use with Shared Services. See thevendor documentation for startup instructions.


Foundation Services Managed Server Application ServerThe following table describes the services and processes for the Foundation Services ManagedServer application server, which includes Shared Services, and EPM Workspace Webapplications.

Table 46 Foundation Services Managed Server Application Server Services and Processes

Information Type Details

Windows Start MenuCommand

Select Start, then Programs, then Oracle EPM System, then Foundation Services, and then Start FoundationServices

Registered ServiceName

HyS9Foundation Services

Display Name inWindows ServicesControl Panel

Hyperion Foundation Services - Managed Server

Description Hyperion Foundation Services support Hyperion applications, including authentication, user provisioning, taskflow management, data and metadata synchronization.

Windows StartupScript

MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startFoundationServices.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startFoundationServices.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopFoundationServices.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopFoundationServices.sh

Hyperion Reporting and Analysis Framework - Agent ServiceThe following table describes the services and processes for the Reporting and AnalysisFramework Agent.

Table 47 Reporting and Analysis Framework Agent



Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, and then Start Reportingand Analysis Agent Services

Registered Service Name HyS9RaFrameworkAgent

Display Name in WindowsServices Control Panel

Hyperion Reporting and Analysis Framework

Description HyS9RaFrameworkAgent - Hyperion Reporting and Analysis Framework Agent

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startRAFrameworkAgent.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startRAFrameworkAgent.sh

Services and Processes 207


Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopRAFrameworkAgent.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopRAFrameworkAgent.sh

Services and Processes Started with Reporting and Analysis FrameworkAgent ServiceWhen the Reporting and Analysis Framework Agent is started, these additional services andprocesses are started:

l Interactive Reporting process.

l Reporting and Analysis Framework common services and processes

Reporting and Analysis Framework Application ServerThe following table describes the services and processes for the Reporting and AnalysisFramework application server.

Table 48 Reporting and Analysis Framework Application Server


Windows StartMenu Command

Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, then Start Reporting and AnalysisFramework Application

This menu item starts:


l Reporting and Analysis Framework Agent Service


HyS9RaFramework


Hyperion Reporting and Analysis Framework - Web Application

Description HyS9RaFramework - Hyperion Reporting and Analysis Framework web application.


MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startRAFramework.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startRAFramework.sh

Windows StopScript

MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopRAFramework.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopRAFramework.sh


Web ServerThe following table describes the services and processes for the Web server. EPM System Installerinstalls Oracle HTTP Server.

The Oracle HTTP Server service is managed with OPMN.

For information about OPMN, see the Oracle® Fusion Middleware Oracle Process Manager andNotification Server Administrator's Guide Release 11g (11.1.1.2.0) (http://download.oracle.com/docs/cd/E15523_01/doc.1111/e14007/toc.htm)

Table 49 Web Server Services and Processes

InformationType

Details

Display Namein WindowsServicesControl Panel

l Oracle Process Manager (EPM_epmsystem1)

Note that this menu command directs to the start script, which redirects Oracle HTTP Server to start using OPMN.The OPMN start script opmnctl.bat is located in MIDDLEWARE_HOME/user_projects/epmsystem1/httpConfig/ohs/bin.

l IIS: IIS Admin Service

Descriptionl N/A

l IIS: Enables this server to administer Web and FTP services. If this service is stopped, the server will be unable torun Web, FTP, NNTP, or SMTP sites or configure IIS. If this service is disabled, any services that explicitly depend onit will fail to start.

WindowsStartup Script(For OracleHTTP Serverinstalled byEPM SystemInstaller only)

MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startOHS.bat

Note that this start script redirects Oracle HTTP Server to start using OPMN. The OPMN start script opmnctl.bat islocated in MIDDLEWARE_HOME/user_projects/epmsystem1/httpConfig/ohs/bin.

UNIX StartupScript (ForOracle HTTPServerinstalled byEPM SystemInstaller only)

MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startOHS.sh

Note that this start script redirects Oracle HTTP Server to start using OPMN. The OPMN start script opmnctl is locatedin MIDDLEWARE_HOME/user_projects/epmsystem1/httpConfig/ohs/bin

Windows StopScript (ForOracle HTTPServerinstalled byEPM SystemInstaller only)

MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopOHS.bat




InformationType

Details

UNIX StopScript (ForOracle HTTPServerinstalled byEPM SystemInstaller only)

MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopOHS.sh

Performance Management Architect Dimension ServerServicesThe following table describes the services and processes for the Performance ManagementArchitect services.

Table 50 Performance Management Architect Services

InformationType

Details

Windows StartMenuCommand

Select Start, then Programs, then Oracle EPM System, then Foundation Services, then Performance ManagementArchitect, and then Start Dimension Server

RegisteredService Name

Process Manager: HyS9BPMA_ProcessManager

Process Manager automatically starts the following services:

l Engine Manager: HyS9BPMA_EngineManager

l Job Manager: HyS9BPMA_JobManager

l Event Manager: HyS9BPMA_EventManager

l .NET JNI Bridge: HyS9BPMA_NetJNIBridge


Process Manager: Hyperion EPM Architect - Process Manager

Process Manager automatically starts the following services:

l Engine Manager: Hyperion EPM Architect - Engine Manager

l Job Manager: Hyperion EPM Architect - Job Manager

l Event Manager: Hyperion EPM Architect - Event Manager

l .NET JNI Bridge: Hyperion EPM Architect - .NET JNI Bridge

Descriptionl Process Manager: Manages all instances of EPM Architect Dimension Server. There is only one instance of EPM

Architect Process Manager per installation of EPM Architect.

l Engine Manager: Starts and stops instances of EPM Architect Dimension Server when requested by EPM ArchitectProcess Manager. There could be multiple instances of EPM Architect Engine Manager in the same instance of EPMArchitect (one per machine).

l Job Manager: Manages long-running tasks performed by EPM Architect.

l Event Manager: Distributes event messages between the various server processes of EPM Architect.

l .NET JNI Bridge: Acts as a bridge between .NET processes and CSS


InformationType

Details

WindowsStartup Script

l Process Manager: MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startProcessManager.bat

UNIX StartupScript

NA

Windows StopScript

l Process Manager: MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopProcessManager.bat

UNIX StopScript

NA

The following table describes the services and processes for the Performance ManagementArchitect Web services.

Table 51 Performance Management Architect Web Services


Registered Service Name IISAdmin

Display Name in Windows Services Control Panel IIS Admin Service

Description Enables this server to administer Web and FTP services. If this service is stopped,the server will be unable to run Web, FTP, NNTP, or SMTP sites or configure IIS. Ifthis service is disabled, any services that explicitly depend on it will fail to start.

Performance Management Architect Application ServerThe following table describes the services and processes for the Performance ManagementArchitect application server.

Table 52 Performance Management Architect Application Server Services and Processes



Select Start, then Programs, then Oracle EPM System, then Foundation Services, then PerformanceManagement Architect, and then Start Web Application

Registered Service Name HyS9EPMAWebTier


Hyperion EPMA Web Tier - Web Application

Description Provide access service to EPMA Web Server.

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startEPMAWebServer.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startEPMAWebServer.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopEPMAWebServer.bat



UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopEPMAWebServer.sh

Performance Management Architect Data SynchronizerApplication ServerThe following table describes the services and processes for the Performance ManagementArchitect Data Synchronizer application server.

Table 53 Performance Management Architect Data Synchronizer Application Server Services



Select Start, then Programs, then Oracle EPM System, then Foundation Services, then PerformanceManagement Architect, and then Start Data Synchronizer

Registered Service Name HyS9EPMADataSynchronizer


Hyperion EPMA Data Synchronizer - Web Application

Description Provide access service to EPMA Data Synchronizer Web Server.

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startEPMADataSync.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startEPMADataSync.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopEPMADataSync.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopEPMADataSync.sh

Essbase ServerDuring installation, EPM System Installer installs OPMN and registers Essbase Server forOPMN. OPMN manages the Essbase Agent, which manages the Essbase Server.

Use the following commands to start and stop Essbase Server:

l opmnctl startproc ias-component=EssbaseInstanceName

l opmnctl restartproc ias-component=EssbaseInstanceName

l opmnctl stopproc ias-component=EssbaseInstanceName

l opmnctl status

where EssbaseInstanceName is one of the following:

l If you have not implemented clustering, EssbaseInstanceName is the name of the Essbaseinstance that you entered on the “Essbase Server Configuration” page during configurationwith EPM System Configurator.


l If you have implemented clustering, EssbaseInstanceName is the name of the Essbase clusterthat you entered on the “Set up Essbase Clusters” page during configuration with EPMSystem Configurator.

If you are using Essbase in a clustered environment, there are additional steps required to set upEssbase failover on both nodes of the cluster. See “Setting Up Active-Passive Essbase Clusters”on page 172.

The following table describes additional methods for starting and stopping Essbase Server. Notethat the Essbase Server start and stop scripts redirect to OPMN.

For information about OPMN, see the Oracle® Fusion Middleware Oracle Process Manager andNotification Server Administrator's Guide Release 11g (11.1.1.2.0) (http://download.oracle.com/docs/cd/E15523_01/doc.1111/e14007/toc.htm)

Table 54 Starting and Stopping Essbase Server

InformationType

Details

WindowsStart MenuCommand

Select Start, then Programs, then Oracle EPM System, then Essbase, then Essbase Server, and then Start Essbase

This command launches startEssbase.bat (and redirects to OPMN).


opmn_instanceName


Oracle Process Manager (instanceName)

Description N/A

WindowsStartupScript

l Essbase Server — MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startEssbase.bat (redirectsto OPMN)

Each instance of Essbase Server has its own startup script. If you configured an additional instance of Essbase,startEssbase.bat|sh is located in additionalInstanceLocation/bin. Launch the start script from thislocation to launch this instance of Essbase.

l ESSCMD — MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/EssbaseServerInstanceName/bin/startEsscmd.bat (also available in the /EssbaseClient directory)

l essmsh — MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/EssbaseServerInstanceName/bin/startMaxl.bat (also available in the /EssbaseClient directory)

All the scripts call setEssbaseEnv.bat to set up ESSBASEPATH, ARBORPATH, and PATH before starting.




InformationType

Details

UNIX StartupScript

l Essbase Server — MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startEssbase.sh (redirects toOPMN)

Each instance of Essbase Server has its own startup script. If you configured an additional instance of Essbase,startEssbase.bat|sh is located in additionalInstanceLocation/bin. Launch the start script from thislocation to launch this instance of Essbase.

l ESSCMD — MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/EssbaseServerInstanceName/bin/startEsscmd.sh (also available in the /EssbaseClient directory)

l essmsh — MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/EssbaseServerInstanceName/bin/startMaxl.sh (also available in the /EssbaseClient directory)

All the scripts call hyperionenv.doc to set up ESSBASEPATH, ARBORPATH, and PATH before starting.

When running Essbase manually from a console, the console cannot be set to UTF-8 encoding.

Note: There is another instance of startEssbase.sh in MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/essbaseserver1/bin. This file does not redirect to OPMN. You must use this startEssbase.sh file to start Essbase if Oracle Business Intelligence Enterprise Edition is the data source for Essbase.

Windows StopScript

Server:

l Essbase Server — MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopEssbase.bat (redirects toOPMN)

UNIX StopScript

Server:

l Essbase Server — MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopEssbase.sh (redirects toOPMN)

Stopping Essbase Server can take some time, depending on how many Essbase applications arerunning on the server. To stop Essbase Server, you need Administrator permissions.

ä To stop Essbase Server if you started it with OPMN, use OPMN to stop it, using one of thefollowing methods:

l Essbase Server — MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopEssbase.bat (redirects to OPMN)

l opmnctl stopproc ias-component=EssbaseInstanceName

Oracle provides an alternate method of starting Essbase that does not use OPMN. There isanother instance of startEssbase.sh located in MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/essbaseserver1/bin. Note that if you use this method ofstarting Essbase, OPMN is not used for managing Essbase and active-passive failover clustersare not supported. In addition, no Windows service is created and no background process isstarted. Essbase is a foreground process; when you log off, Essbase Server shuts down.

If you used this alternate method to start Essbase, use one of the following methods to stopEssbase:

l Administration Services Console: In the Enterprise View, right-click the Essbase Server nodeand then select Stop.


l MaxL: Use the alter system shutdown; command.

l Agent: If you started Agent in the foreground, you can use the quit command.

l ESSCMD: Use the SHUTDOWNSERVER command.

For more information about stopping Essbase Server, see the Oracle Essbase DatabaseAdministrator's Guide and the Oracle Essbase Technical Reference.

Administration Services ServerThe following table describes the services and processes for the Administration Services server.

Table 55 Administration Services Application Server Service/Process



Select Start, then Programs, then Oracle EPM System, then Essbase, then Essbase Administration Services, andthen Start Administration Services


Hys9eas


Hyperion Administration Services - Web Application

Description HyS9eas - Controls the running of an Applications Server


MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startEssbaseAdminServices.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startEssbaseAdminServices.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopEssbaseAdminServices.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startEssbaseAdminServices.sh

Integration Services ServerThe following table describes the services and processes for the Integration Services server.

Table 56 Integration Services Server Service/Process


Windows StartMenu Command

Select Start, then Programs, then Oracle EPM System, then Essbase, then Integration Services, and then Server1


Hyperion Integration Services




Hyperion Integration Services

Description N/A


EPM_ORACLE_HOME/products/Essbase/eis/server/bin/startup.bat

UNIX StartupScript

EPM_ORACLE_HOME/products/Essbase/eis/server/ais_start

Note: Running ais_start automatically configures the environment by calling is.sh and starts IntegrationServices.

Windows StopScript

EPM_ORACLE_HOME/products/Essbase/eis/server/bin/shutdownEIS.bat

Note that you must manually stop the Integration Services service manually using the Task Manager.

UNIX Stop Script EPM_ORACLE_HOME/products/Essbase/eis/server/ais_stop

Note that you must manually stop the Integration Services service manually using the Task Manager.

1For more information on starting and stopping Integration Services Server from the command line, on other startup switches for theolapisvr command, and on using the ais.cfg file, see the Essbase Integration Services System Administrator's Guide.

Essbase Studio ServerThe following table describes the services and processes for the Essbase Studio server.

Table 57 Essbase Studio Server



Select Start, then Programs, then Oracle EPM System, then Essbase, then Essbase Studio, and then StartServer


Hyperion Studio Service BPMS bpms1


Hyperion Studio Service BPMS bpms1

Description NA

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startBPMS_bpms1_Server.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startBPMS_bpms1_Server.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopBPMS_bpms1_Server.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopBPMS_bpms1_Server.sh

By default, Essbase Studio Server runs in the background on UNIX. This behavior is controlledby a combination of an Essbase Studio Server property (server.runInBackground), EPMSystem environment variables, and startServer.sh.


ä To start Essbase Studio Server in the foreground on UNIX:

1. In the Essbase Studio server.properties file, set the server.runInBackgroundproperty to “false” or comment it out.

The server.properties file is located in MIDDLEWARE_HOME/user_projects/epmsystem1/user_projects/epmsystem1/BPMS/bpms/bin/server.properties.See Oracle Essbase Studio User's Guide for information on this property.

2. Set these variables in the environment where you will be running startServer.sh:

EPM_ORACLE_INSTANCE=/installationPath/Oracle/Middleware/user_projects/epmsystem1

EPM_ORACLE_HOME=/installationPath/Oracle/Middleware/EPMSystem11R1

JAVA_HOME="${EPM_ORACLE_HOME}/../jdk160_11/jre"

JAVA_OPTIONS="-DESSBASE_STUDIO_INSTANCE=${EPM_ORACLE_INSTANCE}/BPMS/bpms1 -DsuppressAPSProductInfo=true"

3. Edit the Essbase Studio startServer.sh shell as follows:

startServer.sh is located in EPM_ORACLE_HOME/products/Essbase/EssbaseStudio/Server/startServer.sh.

l Locate the last line of the file:

nohup "${JAVA_HOME}/bin/java" -Xms128m -Xmx768m $JAVA_OPTIONS –jar "${EPM_ORACLE_HOME}/products/Essbase/EssbaseStudio/Server/server.jar" >/dev/null &

l Remove nohup from the beginning of the line, the STDOUT to null direction (>/dev/null), and the background processing command (&) from the line; for example:

"${JAVA_HOME}/bin/java" -Xms128m -Xmx768m $JAVA_OPTIONS -jar "${EPM_ORACLE_HOME}/products/Essbase/EssbaseStudio/Server/server.jar"

4. Start Essbase Studio Server by running the following statement: ./startServer.sh.

Provider Services Application ServerThe following table describes the services and processes for the Provider Services applicationserver.

Table 58 Provider Services Application Server Services and Processes



Select Start, then Programs, then Oracle EPM System, then Essbase, then Provider Services, and then StartAnalytic Provider Services


HyS9aps


Hyperion Provider Services - Web Application

Description Provide access service to Hyperion Provider Services.




MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startAnalyticProviderServices.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startAnalyticProviderServices.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopAnalyticProviderServices.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopAnalyticProviderServices.sh

Financial Reporting ServicesThe following table describes the services and processes for Financial Reporting.

Table 59 Financial Reporting Services and Processes



Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, then Print Server, andthen Start Print Server

Registered Service Name FRPrintService


Hyperion Financial Reporting - Print Service

Description Generates PDF, batch, and scheduled job output for Financial Reporting

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startFRPrintService.bat

UNIX Startup Script N/A

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopFRPrintService.bat

UNIX Stop Script N/A

Financial Reporting Application ServerThe following table describes the services and processes for the Financial Reporting applicationserver.

Table 60 Financial Reporting Application Server Services and Processes



Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, and then Start Reportingand Analysis Financial Reporting


HyS9FRReports




Hyperion Financial Reporting - Web Application

Description Provide access service to Hyperion Financial Reporting Web Server.


MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startFinancialReporting.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startFinancialReporting.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopFinancialReporting.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopFinancialReporting.sh

Web Analysis Application ServerThe following table describes the services and processes for the Web Analysis application server.

Table 61 Web Analysis Application Server Services and Processes



Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, and then Start Reportingand Analysis Web Analysis


HyS9WebAnalysis

Display Name inWindows Control

Hyperion Web Analysis - Web Application

Description Provide access service to Hyperion Web Analysis - Web Application.

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startWebAnalysis.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startWebAnalysis.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopWebAnalysis.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopWebAnalysis.sh

Calculation Manager Application ServerThe following table describes the services and processes for Calculation Manager.

Table 62 Calculation Manager Services and Processes



Select Start, then Programs, then Oracle EPM System, then Calculation Manager, and then Start CalcManager



Registered Service Name HyS9CALC


Hyperion CALC Manager - Web Application

Description Provide access service to CALC Manager Web Server

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startcalcmgr.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startcalcmgr.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopcalcmgr.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopcalcmgr.sh

Planning Application ServerThe following table describes the services and processes for the Planning application server.

Table 63 Planning Application Server Services and Processes


Windows Start Menu Command Select Start, then Programs, then Oracle EPM System, then Planning, and then Start Planning

Registered Service Name HyS9Planning

Display Name in Windows ServicesControl Panel

Hyperion Planning - Web Application

Description Provides access service to Planning Web server

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startPlanning.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startPlanning.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopPlanning.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopPlanning.sh

In addition, Planning uses the Hyperion RMI Registry.

Table 64 Hyperion RMI Registry Application Server Services and Processes


Windows Start Menu Command N/A

Registered Service Name Hyperion RMI Registry

Display Name in Windows Services Control Panel Hyperion RMI Registry

Description N/A



Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/startRMI.bat

UNIX Startup Script EPM_ORACLE_HOME/common/RMI/11.1.2.0/HyperionRMIService

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/stopRMI.bat


Financial Management ServicesThe following table describes the services and processes for Financial Management.

Table 65 Financial Management Services and Processes

InformationType

Details

Windows StartMenuCommand


l Hyperion Financial Management Service: Hyperion S9 Financial Management Service

l Hyperion Financial Management DME Listener: Hyperion S9 Financial Management DME Listener

l Hyperion Financial Management Web Service Manager: HFMWebServiceManager


l Hyperion Financial Management Service: Hyperion Financial Management – Management Service

l Hyperion Financial Management DME Listener: Hyperion Financial Management – DME Listener

l Hyperion Financial Management Web Service Manager: Hyperion Financial Management – Web Service Manager

Descriptionl Hyperion Financial Management Service: Service which perpetuates application instances for optimal login

performance

l Hyperion Financial Management DME Listener: Hyperion Financial Management IP Listener for communication withthe Hyperion Data Movement Engine. If this service is stopped, the DME Web service will not be able to communicatewith all HFM instances on this server.

l Hyperion Financial Management Web Service Manager: Manages the session information for connection in theFinancial Management web server.

WindowsStartup Script

l MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startHFMManagementService.bat

l MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startHFMDMEListener.bat

l MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startHFMWebServiceManager.bat

UNIX StartupScript

NA

Windows StopScript

l MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopHFMManagementService.bat

l MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopHFMDMEListener.bat

l MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopHFMWebServiceManager.bat


InformationType

Details

UNIX StopScript

NA

Note: The synchronization between Financial Management application servers is based onsystem time. Changing the clock can affect this synchronization. For the time change toand from Daylight Savings Time, Oracle recommends that you stop the servers before thetime change and restart them afterward.

Financial Management Application ServerThe following table describes the services and processes for the Financial Management Webapplication server.

Table 66 Financial Management Web Application Services and Processes


Windows Start Menu Command Select Start, then Programs, then Oracle EPM System, then Financial Management, and then StartFinancial Management Web Services

Registered Service Name HyS9FinancialManagementWebSvcs


Hyperion Financial Management - Web Services

Description Provide web services support to Financial Management.

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startFMWebServices.bat

UNIX Startup Script NA

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopFMWebServices.bat

UNIX Stop Script NA

Strategic FinanceThe following table describes the services and processes for Strategic Finance.

Table 67 Strategic Finance Services and Processes



Select Start, then Programs, then Oracle EPM System, then Strategic Finance, then Server, and then StartStrategic Finance Service

Registered Service Name HyHSFSrv




Hyperion Strategic Finance Service

Description Provides Oracle Hyperion Strategic Finance, Fusion Edition services including entity repository management,authentication, access control, consolidation, data and metadata management.

Windows Startup Script EPM_ORACLE_HOME/products/hsf/server/StartHSFService.bat


Windows Stop Script EPM_ORACLE_HOME/products/hsf/server/StopHSFService.bat

UNIX Stop Script NA

The following table describes the services and processes for Strategic Finance Web Services,which is an optional component that runs within IIS and can be turned on if required.

Table 68 Strategic Finance Web Services


Registered Service Name IISAdmin

Display Name in Windows Services Control Panel IIS Admin Service

Description Enables this server to administer Web and FTP services. If this service is stopped,the server will be unable to run Web, FTP, NNTP, or SMTP sites or configure IIS. Ifthis service is disabled, any services that explicitly depend on it will fail to start.

Performance Scorecard Application ServerThe following table describes the services and processes for the Performance Scorecardapplication server.

Note: If you are using Essbase as a data source for Performance Scorecard, you must start Essbasefirst.

Table 69 Performance Scorecard Application Server Services and Processes


Windows Start Menu Command Select Start, then Programs, then Oracle EPM System, then Scorecard, and then Start Web Reports

Registered Service Name HyS9HPSWebReports


Hyperion Performance Scorecard Web Reports - Web Application

Description Hyperion Performance Scorecard WebReports - Web Application.



Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startHpsWebReports.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startHpsWebReports.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopHpsWebReports.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopHpsWebReports.sh

Performance Scorecard Alerter Application ServerThe following table describes the services and processes for the Performance Scorecard Alerterapplication server.

Table 70 Performance Scorecard Alerter Application Server Services and Processes


Windows Start Menu Command Select Start, then Programs, then Oracle EPM System, then Scorecard, and then Start Alerter

Registered Service Name HyS9HPSAlerter

Display Name in Windows ServicesControl Panel

Hyperion Performance Scorecard Alerter - Web Application.

Description Hyperion Performance Scorecard Alerter - Web Application.

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startHpsAlerter.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startHpsAlerter.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopHpsAlerter.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopHpsAlerter.sh

Profitability and Cost Management Application ServerThe following table describes the services and processes for Profitability and Cost Management.

Table 71 Profitability and Cost Management Services and Processes


Windows Start Menu Command Select Start, then Programs, then Oracle EPM System, then Profitability, and then Start Profitability

Registered Service Name HyS9HyS9PftWeb


Hyperion Profitability - Web Application

Description Provides a Workspace module for Profitability.



Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startProfitability.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startProfitability.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopProfitability.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopProfitability.sh

Disclosure Management Application ServerThe following table describes the services and processes for Disclosure Management.

Table 72 Disclosure Management Services and Processes


Windows Start Menu Command Select Start, then Programs, then Oracle EPM System, then Disclosure Management, and then StartDisclosure Management

Registered Service Name HyS9Disclosure


Oracle Hyperion Disclosure Management - Web Application

Description Provide access service to Disclosure Management.

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startDisclosureManagement.bat

UNIX Startup Script N/A

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopDisclosureManagement.bat


Financial Close Management Application ServerThe following table describes the services and processes for Financial Close Management.

Note: Make sure you complete the post-configuration tasks before you start Financial CloseManagement. See “Financial Close Management Postconfiguration Tasks ” on page 186.

Caution! If you started the SOA Server to configure Financial Close Management, stop itbefore starting EPM System services.

Note: Before you start Financial Close Management, note the following server startup order:


l WebLogic Admin Server

l Shared Services

l Oracle HTTP Server

l In any order:

m Financial Management Web Services Managed Server, if you’re using FinancialManagement with Financial Close Management.

m FDM Web application, if you’re using FDM with Financial Close Management.

m Financial Reporting Web application, if you’re using Financial Reporting with FinancialClose Management.

l Oracle SOA managed server

l Financial Close Management Web application - must be started last

Table 73 Financial Close Management Services and Processes



Select Start, then Programs, then Oracle EPM System, then Financial Close, and then Start FinancialClose

Registered Service Name HyS9FinancialClose


Oracle Financial Close Management - Web Application

Description Provide access service to Financial Close Manager Web Application.

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startFinancialClose.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startFinancialClose.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopFinancialClose.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopFinancialClose.sh

Data Relationship ManagementThe following table describes the services and processes for Data Relationship Management.

Table 74 Data Relationship Management Services and Processes



Select Start, then Programs, then Oracle EPM System, then Data Relationship Management, and thenConfiguration Console

Registered Service Name Oracle DRM Server Processes


Oracle DRM Server Processes



Description Handles starting and stopping of required server applications in the Oracle DRM environment

Windows Startup Script NA


Windows Stop Script NA

UNIX Stop Script: NA

FDMThe following table describes the services and processes for FDM.

Table 75 FDM Task Manager Services and Processes


Windows Start Menu Command Select Start, then Programs, then Oracle EPM System, then Financial Data Quality Management, thenTask Manager, and then Task Manager

Registered Service Name HyS9FDMTaskManagerSrv


Hyperion Financial Data Quality Management - Task Manager

Description Provides the ability to schedule Hyperion Financial Data Quality Management tasks.

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startFDMTaskManager.bat


Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopFDMTaskManager.bat

UNIX Stop Script NA

ERP Integrator Application ServerThe following table describes the services and processes for ERP Integrator.

Table 76 ERP Integrator Services and Processes



Select Start, then Programs, then Oracle EPM System, then ERP Integrator, and then Start ERP Integrator.

Registered Service Name HyS9aifWeb


Hyperion ERP Integrator - Web Application



Description Provides a Workspace module for ERPI.

Windows Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startERPIntegrator.bat

UNIX Startup Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/startERPIntegrator.sh

Windows Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopERPIntegrator.bat

UNIX Stop Script MIDDLEWARE_HOME/user_projects/epmsystem1/bin/stopERPIntegrator.sh

Launching ClientsThis section describes how to launch EPM System clients. It lists default URLs and script namesas appropriate. Most clients can also be started using the Windows Start menu.

The following table describes the URLs and scripts for launching EPM System clients.

Table 77 Launching Clients

Client URL Script or Other Launch Method

Oracle'sHyperion®Shared ServicesConsole

http://WebServer:Port/interop/

From the Start menu, select Programs, then Oracle EPM System, then FoundationServices, and then Foundation URL.

Note: The Start menu item is available only on the machine on which you installedthe Web server.

EPM Workspace http://WebServer:Port/workspace/

From the Start menu, select Programs, then Oracle EPM System, then Workspace,and then Workspace URL.

Note: The Start menu item is available only on the machine on which you installedthe Web server.

Smart View NA Use the Smart View menu or Smart View ribbon in Microsoft Excel, Microsoft Word,or Microsoft PowerPoint.

AdministrationServices Console

http://server:port/easconsole/console.html

From the Start menu, select Programs, then Oracle EPM System, then Essbase, thenAdministration Services, and then Start Administration Services Console.

Or

EPM_ORACLE_HOME/products/Essbase/eas/console/bin/admincon.exe

IntegrationServices Console

NA From the Start menu, select Programs, then Oracle EPM System, then Essbase, thenIntegration Services, and then Console.

Or

EPM_ORACLE_HOME/products/Essbase/eis/console/bin/startOlapbldr.bat



Essbase StudioConsole

NA From the Start menu, select Programs, then Oracle EPM System, then Essbase, thenEssbase Studio, and then Essbase Studio Console.

Or

EPM_ORACLE_HOME/products/Essbase/EssbaseStudio/Console/startStudio.bat

SpreadsheetAdd-in

From the Excel menu bar, select Essbase to display the Essbase menu.

FinancialReporting Studio

From the Start menu, select Programs, then Oracle EPM System, then Reporting andAnalysis, and then Financial Reporting Studio.

Or

EPM_ORACLE_HOME/products/biplus/bin/HReports.exe

Oracle'sHyperion® WebAnalysis Studio

The Sun Java plug-in is installedwhen Web Analysis Studio isfirst used. To start Web AnalysisStudio, in your Web browser'sAddress bar, enter the WebAnalysis Studio URL http://hostname:port/WebAnalysis

Oracle'sHyperion®InteractiveReporting Studio

From the Start menu, select Programs, then Oracle EPM System, then Reporting andAnalysis, and then Interactive Reporting, and then Studio.

Or

EPM_ORACLE_HOME/products/biplus/bin/brioqry.exe

FinancialManagementClient

EPM_ORACLE_HOME/products/FinancialManagement/Client/HFM.exe

Strategic FinanceClient

NA EPM_ORACLE_HOME/products/hsf/Client/HSF.exe

Strategic FinanceServerAdministration

From the Start menu, select Programs, then Oracle EPM System, then StrategicFinance, and then Server Administration or EPM_ORACLE_HOME/products/hsf/Client/HSFAdmin.exe or EPM_ORACLE_HOME/products/hsf/Server/HSFAdmin.exe

DataRelationshipManagementConsole

NA From the Start menu, select Programs, then Oracle EPM System, then DataRelationship Management, then Configuration Console or EPM_ORACLE_HOME/products/DataRelationshipManagement/server/bin/drm-server-console.exe

DataRelationshipManagementWeb Client

http://Server_Name/drm-web-client

NA

Launching Clients 229


DataRelationshipManagementMigration Utility

http://Server_Name/drm-migration-client

NA

FDM Web client http://WebServerName/HyperionFDM

NA

FDM WorkbenchClient

From the Start menu, select Programs, then Oracle EPM System, then Financial DataQuality Management, then Workbench, and then Workbench Client


8Validating the Installation and

Verifying Deployment

In This Chapter

Validating the Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231

Verifying Deployment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233

Validating the InstallationEPM System Diagnostics tests the connectivity of installed and configured EPM Systemcomponents. Run EPM System Diagnostics on each machine in the deployment. The results ofthe tests are saved in HTML format.

PrerequisitesBefore using EPM System Diagnostics, complete these prerequisites:

l Install EPM System products. See Chapter 3, “Installing EPM System Products.”

l Use EPM System Configurator to perform all configuration tasks required for each product.See Chapter 4, “Configuring EPM System Products.”

l Perform postconfiguration tasks. See Chapter 6, “Performing Postconfiguration Tasks.”

l Start EPM System services. See Chapter 7, “Starting and Stopping EPM System Products.”

Using EPM System Diagnostics

ä To run EPM System Diagnostics:

1 Choose a method:

l (Windows) In MIDDLEWARE_HOME/user_projects/epmsystem1/bin, double-clickvalidate.bat.

l From the Start Menu, choose Programs, then Oracle EPM System, then FoundationServices, then epmsystem1, and then EPM System Diagnostics.

l (UNIX) From a console, change to MIDDLEWARE_HOME/user_projects/epmsystem1/bin, and then type validate.sh.

Progress is shown in the command window.

Validating the Installation 231

2 To view results, navigate to MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/reports and open validation_report_date_time.html.

3 Look for failed tests, and diagnose and fix problems.

EPM System Diagnostics creates a ZIP file of all the logs in MIDDLEWARE_HOME/user_projects/epmsystem1/logszips for your convenience.

For more information about logs, see Oracle Hyperion Enterprise Performance ManagementSystem Installation and Configuration Troubleshooting Guide.

4 Run EPM System Diagnostics again and view the report to verify that problems are solved.

Note: Clicking Refresh in the browser does not refresh the report output.

The report captures the following information:

l Test date and time

l Test Status: Passed or Failed for each test

l Service: Type of test for each test

l Test Description: A detailed description of each test

l Duration: Duration of each test

l Test start time

l Test end time

l Total test duration

Diagnostics PerformedThe following list highlights the EPM System Diagnostics tests performed for EPM Systemproducts.

l CFG: Configuration - Checks whether all configuration tasks have been completed

l DB: Database - Checks connection to database host:port;databaseName

l EXT: External Authentication - Checks Native Directory external authentication providerconfiguration

l HTTP: http - Checks availability of HTTP context for all components configured for theWeb server.

l SSO - Checks availability of login to Shared Services

l WEB: Web application - Checks availability of Web application on host:port

l Additional product-specific tests

232 Validating the Installation and Verifying Deployment

Verifying Deployment

Subtopics

l Verifying Shared Services Deployment

l Verifying EPM Workspace Deployment and Products in EPM Workspace

l Additional Verification for Financial Close Management

l Verifying Administration Services Deployment

l Verifying Provider Services Deployment

Verifying Shared Services Deployment

ä To verify deployment:

1 From the Start menu, select Programs, then Oracle EPM System, then Foundation Services, and thenFoundation URL. Or, using a Web browser, open:

http://Hostname.Example.Com:WebServerListenPort/interop/

2 Log on to Shared Services.

3 Review the output for the WebLogic managed server in MIDDLEWARE_HOME/user_projects/domains/EPMSystem/servers/SERVER_NAME/logs.

4 Review the product logs in MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs. You can also review the diagnostics reports in MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/reports.

Verifying EPM Workspace Deployment and Products in EPMWorkspace


1 From the Start menu, select Programs, then Oracle EPM System, then Workspace, and then WorkspaceURL. Or, using a Web browser, open

http://Hostname.Example.Com:WebServerListenPort/workspace/

2 Review the output for your WebLogic managed server in MIDDLEWARE_HOME/user_projects/domains/EPMSystem/servers/SERVER_NAME/logs.


4 From the EPM Workspace Help menu, select About and in the Details section verify the list of installedproducts.

5 Launch each listed product from EPM Workspace. The following products can be launched from EPMWorkspace:

l Reporting and Analysis Framework

Verifying Deployment 233

l Financial Reporting

l Production Reporting

l Web Analysis

l Planning

l Financial Management

l Performance Scorecard

l Profitability and Cost Management

Before you can access Profitability and Cost Management in EPM Workspace and verifydeployment, you must perform some initial tasks. See the Oracle Hyperion Profitabilityand Cost Management Administrator's Guide.

l Performance Management Architect

l Calculation Manager

l ERP Integrator

l Disclosure Management

l Financial Close Management . To perform additional verification for Financial CloseManagement, see “Additional Verification for Financial Close Management” on page234.

Additional Verification for Financial Close Management

ä To verify that the Oracle SOA Server and Financial Close Management are communicating:

1 After you launch Financial Close Management, create a schedule with a range that includes today'sdate.

2 Create a task using the Basic Task Type on today's date, but set the start time to be earlier than thecurrent time.

3 Go to Manage Schedules, highlight the schedule, run Set Status, and then change status to Open.

4 Click Open and open the schedule in the Task List view.

The task should go from a pending to a running state (green triangle), because the task ispast its scheduled start time.

Verifying Administration Services Deployment


1 Using a Web browser, open:

http://Hostname.Example.Com:WebServerListenPort/easconsole/console.html

2 Log on to Administration Services using the Java Web Start console.




Verifying Provider Services Deployment


1 Using a Web browser, open:

http://Hostname.Example.Com:WebServerListenPort/aps/APS



Verifying Deployment 235

9Reconfiguring EPM System

Products

In This Chapter

Reconfiguring for SSL... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237

Changing Database Connection Information and Repository Passwords... . . . . . . . . . . . . . . . . . . . . . . . . 238

Reconfiguring Ports .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241

EPM System Configurator enables you to reconfigure products to incorporate changes in yourenvironment.

To reconfigure, launch EPM System Configurator on the computer hosting the product, andfollow the procedures in Chapter 4, “Configuring EPM System Products.”

Note the following information about reconfiguring:

l If you are reconfiguring the application server for Foundation Services, you must alsoreconfigure the relational database.

l If you reconfigure a database, restart the Web application server afterward.

l If you reconfigure to change a port or server, you must also reconfigure the Web server(under the Foundation Services tasks in EPM System Configurator).

Reconfiguring for SSLIf you want to change from an SSL-enabled environment to a non-SSL enabled environment,or vice versa, you must use EPM System Configurator to reconfigure all EPM System products,selecting the following configuration tasks:

l Common Settings — Change the “Use SSL for communication between web applications”option if required for your SSL implementation.

l Configure Logical Address for Web Applications — Change the attributes for logical Webapplications without having to redeploy.

l Configure Web server — Reconfigure the Web server

Reconfiguring for SSL 237

Changing Database Connection Information andRepository PasswordsFor EPM System products that require a database repository, you can change passwords afterproduct deployments. If your database is rehosted on a new server, you can update databaseconnection information.

After changing the password or database connection information, restart EPM System productsas described in Chapter 7, “Starting and Stopping EPM System Products.”

Changing the Shared Services and Registry DatabaseConnection Information and PasswordChanging the Shared Services password also changes the EPM Workspace password.

If you are working in a distributed environment, repeat this procedure on each machine in thedeployment.

ä To change the connection information for the Shared Services and Registry repository:

1 If you are changing the password, using the database administration console, change the password ofthe user account that was used to configure the Shared Services database.

2 Stop EPM System Web applications and services and processes.

3 Start EPM System Configurator, and under the Foundation tasks, select Configure Database.

4 On the “Shared Services and Registry Database Configuration” page, select Connect to a previouslyconfigured Shared Services database.

5 If you are changing only the password, keep the existing database and user, and enter the new passwordfor the user account that was used to configure the Shared Services database.

If the database has been rehosted on another server, you can also change the database hostand port. If needed, you can also change the database user.

You cannot change the database type.

6 Continue the configuration, and click Finish when you are done.

7 Restart the Web applications and services and processes.

Changing EPM System Product Repository DatabaseConnection Information and Passwords

ä To change the connection information for the repository for EPM System products otherthan Shared Services:

1 If you are changing the password, using the database administration console, change the password ofthe user account that was used to configure the EPM System product database.

238 Reconfiguring EPM System Products

2 Stop EPM System Web applications and services and processes.

3 Start EPM System Configurator, and under the product you want to configure, select Configure Database.

4 On the “Database Configuration” page, select Perform 1st-time configuration of database.

5 If you are changing only the password, specify the existing database and user, and enter the newpassword for the user account that was used to configure the EPM System product database.

If the database has been rehosted on another server, you can also change the database hostand port. If needed, you can also change the database user.

You cannot change the database type.

6 When you are prompted to choose whether to Drop and recreate tables or Reuse the existingdatabase, select Reuse the existing database.


8 Restart the Web application and services and processes.

Note: For ERP Integrator registered with Performance Management Architect, if you changethe password for the ERP Integrator database schema, then do the same for the ERPIntegrator data source.

Changing the Planning Applications Repository PasswordUse Edit Datasource in the Classic Planning Application wizard to change the Applicationsrepository password. See Oracle Hyperion Planning Administrator's Guide.

Changing the Performance Management Architect InterfaceDatasource PasswordPerform the following procedure if you are using the Interface Data Source configuration withPerformance Management Architect applications.

ä To change the Performance Management Architect Interface Data Source password:

1 In the database, change the password.

2 Run EPM System Configurator.

3 On the Task Selection page, in the Performance Management Architect area, select InterfaceDataSource Configuration.

4 Select Edit an existing datasource link, and then select the datasource link.

5 On the database configuration details page, enter the new password. Deselect Create InterfaceTables, if it is selected.


Changing Database Connection Information and Repository Passwords 239

Changing the FDM Repository Password

ä To change the FDM repository password using FDM Workbench:


2 From FDM Workbench, choose Add Application and log in.

3 Choose the application for which you want to change the repository and select Modify.

4 Select the Database tab and replace the existing password with the new password.

5 Click OK.

6 Click OK on the Application screen.

7 Ensure that you can log in to the application.

ä To change the FDM repository password using FDM Web:


2 From the FDM Web logon screen, choose Add Application and log in.

3 Choose the application for which you want to change the repository password and select Modify.

4 Click OK.

5 Click Close.

6 Ensure that you can log in to the application.

Changing the Data Relationship Management RepositoryPassword

ä To change the Data Relationship Management repository password:

1 Stop Data Relationship Management.


3 Open the Data Relationship Management console.

4 Go to Configuration.

5 Select the appropriate application using the arrow controls.

6 In Database Connection, enter the new password.

7 To test the new password, click Test Connection.

You should see a message, “Connection Succeeded!”

8 Restart Data Relationship Management.


Reconfiguring PortsFor information about ports, port numbers, and how to configure ports, see “Ports” in OracleHyperion Enterprise Performance Management System Installation Start Here.

If you reconfigure to change a port, you must also reconfigure the Web server (under theFoundation Services tasks in EPM System Configurator).

Reconfiguring Ports 241

10Uninstalling EPM System

In This Chapter

Uninstalling EPM System Products .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243

Performing a Silent Uninstallation... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245

You can uninstall this release of EPM System products using EPM System Uninstaller. You canalso perform a silent uninstallation.

When you uninstall EPM System products, EPM System Uninstaller:

l Stops and removes installed services.

l Un-deploys installed Web applications.

l Removes desktop icons and start menu icons.

l Removes appropriate entries from the Windows registry.

l Removes appropriate entries from the Shared Services Registry.

l Removes appropriate entries (such as virtual directories) from IIS.

l Removes appropriate entries from the OUI inventory (Oracle installation files list used forpatching purposes).

Caution! When you uninstall EPM System products, EPM System Uninstaller removeseverything from the installation directory. Before you uninstall, be sure to back upany files you want to keep. For information about backing up files, see OracleHyperion Enterprise Performance Management System Backup and Recovery Guide.

Uninstalling EPM System Products

ä To uninstall EPM System products:

1 Choose a method:

l (Windows) In EPM_ORACLE_HOME/uninstall, double-click uninstall.cmd.

l (Windows) In the Windows Control Panel, select Add or Remove Programs, select OracleEPM System, and click Change/Remove.

l (Windows) From a Windows console, change to EPM_ORACLE_HOME/uninstall/,and then enter uninstall.cmd.

Uninstalling EPM System Products 243

l From the Start menu, select Programs, then Oracle EPM System, then Foundation Services,and then Uninstall EPM System.

l (UNIX) Change to the EPM_ORACLE_HOME/uninstall directory and type ./uninstall.sh.

l (UNIX) Change to the EPM_ORACLE_HOME/uninstall directory and type ./uninstall.sh —console.

2 Exit other programs before you continue, and then click or select Next.

3 Select the products to uninstall, and then click or select Next. All components of the selected productsare uninstalled.

For example, if you uninstall any Essbase component, EPM System Uninstaller uninstallsall Essbase components.

All installed products are selected by default. Select “Deselect All Products” to clear theselections for all products, and then select only the products you want to uninstall.

If you uninstall any Reporting and Analysis component, all other Reporting and Analysiscomponents are disabled.

4 Specify whether you want to delete all the files and directories in the EPM Oracle home directory.

If you select this option, data and customized files will be deleted.

5 Confirm the products to uninstall, and then click or select Next.

EPM System Uninstaller displays progress incrementally as each assembly's uninstallationis complete.

Note: To cancel the uninstallation, click or select Cancel. When you select Cancel, EPMSystem Uninstaller stops the uninstallation of the current assembly and rolls thatassembly back to an installed state. It does not undo uninstallations for assembliesthat were already uninstalled.

EPM System Uninstaller indicates the success or failure of the uninstallation. If any part ofthe uninstallation failed, EPM System Uninstaller notes which assembly failed to uninstall.Check the log files for more information about the errors. You can find the log files inEPM_ORACLE_HOME/diagnostics/logs/install. There is a log file for each assembly,named product-install.log; for example, hss-install.log.

6 Click or select Finish to close EPM System Uninstaller.

7 On Windows, if you uninstalled Oracle HTTP Server, you must reboot to completely remove theinstallation. This step is required if you plan to reinstall.

On Windows 2008, you must reboot after uninstalling EPM System products.

244 Uninstalling EPM System

Performing a Silent UninstallationSilent uninstallations automate the uninstallation process so that you can uninstall EPM Systemproducts on multiple computers without manually specifying uninstallation settings on eachmachine.

To uninstall EPM System products on multiple computers using the same uninstallation options,record a response file during installation. You can then run a silent uninstallation from thecommand line, using the options that were saved in the response file.

ä To run a silent uninstallation:

1 Copy the response file that you created during installation to the machine on which you want to run theuninstallation. You can also copy the file to a network drive that is accessible from the machines onwhich you want to uninstall.

For information about recording a response file during installation, see “Performing SilentInstallations” on page 100.


uninstall.cmd -silent filename

for Windows or

uninstall.sh -silent filename

for UNIX.

The uninstallation runs in the background.

Performing a Silent Uninstallation 245

246 Uninstalling EPM System

11License Compliance

In This Chapter

Ensuring License Compliance... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Activating and Deactivating Product Features... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

Auditing Usage ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247

This chapter describes the licensing compliance requirements for a new installation of EPMSystem products.

Ensuring License ComplianceTo ensure compliance with your license agreement, Oracle recommends that you:

l Activate or deactivate features according to your license agreement. See “Activating andDeactivating Product Features” on page 247.

l Audit your usage. See “Auditing Usage” on page 247.

Activating and Deactivating Product FeaturesDuring product configuration with EPM System Configurator, on the Product Options page,for some products you must activate or deactivate features according to your license agreement.See Chapter 4, “Configuring EPM System Products” and review your license agreement toidentify features that you are authorized to use.

For information about viewing which options you activated, see the Oracle Hyperion EnterprisePerformance Management System Installation and Configuration Troubleshooting Guide

Auditing UsageYou must audit services and users in accordance with your license agreement and the SoftwareCopy and Use Schedule.

To audit users, create a provisioning report. See “Generating Provisioning Reports” in the OracleHyperion Enterprise Performance Management System User and Role Security Guide. A

Ensuring License Compliance 247

provisioning report provides a list of users provisioned to each application, either directly orthrough a group.

248 License Compliance

AWhat Happens During

Installation

In This Appendix

Common Files installed in the EPM Oracle Home Directory .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250

Common Files Installed to MIDDLEWARE_HOME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252

Common Files Deployed to MIDDLEWARE_HOME/user_projects/epmsystem1.... . . . . . . . . . . . . . . . 252

What Happens During Shared Services Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253

What Happens During EPM Workspace Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254

What Happens During Performance Management Architect Installation ... . . . . . . . . . . . . . . . . . . . . . . . . 255

What Happens During Calculation Manager Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

What Happens During Smart View Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

What Happens During Essbase Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 256

What Happens During Essbase Studio Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

What Happens During Integration Services Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259

What Happens During Administration Services Installation... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260

What Happens During Provider Services Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261

What Happens During Reporting and Analysis Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262

What Happens During Planning Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

What Happens During Financial Management Installation... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 263

What Happens During Performance Scorecard Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264

What Happens During Strategic Finance Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 265

What Happens During Profitability and Cost Management Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . 265

What Happens During Financial Close Management Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

What Happens During Disclosure Management Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266

What Happens During FDM Installation... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

What Happens During Data Relationship Management Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 268

During installation, EPM System Installer installs components and services for the products thatyou select and creates Start menu items under All Users. During configuration, EPM SystemConfigurator deploys some files to MIDDLEWARE_HOME/user_projects/epmsystem1.

249

Common Files installed in the EPM Oracle HomeDirectoryVarious files are installed in the EPM_ORACLE_HOME/common directory by a default installation.Some common components, and thus some files and directories, are optional and might not beinstalled.

The following table describes the files and folders installed in the EPM_ORACLE_HOME/commondirectory.

Table 78 Common Component Directories Created in the Common Directory

Directory Contents

ADM ADM driver.

annotations

Axis Web services implementation by Jakarta

CLS, CLS-64 License services APIs

config EPM System Configurator files

CSS Files to support EPM System external authentication

docs Product documentation files

epmstage Files to support OUI inventory

epmstatic Static content

EssbaseJavaAPI Java driver used when embedding Essbase in other applications

EssbaseRTC, EssbaseRTC-64 Essbase runtime client used when embedding Essbase in other applications

HyperionLookAndFeel Installer user interface files

import_export LifeCycle management files

J2EE

JakartaCommons Common development library files

JavaMail

javascript

JCE JCE files for encryption, key generation and agreement, and MAC

jlib

loggers Files for external authentication logging

Microsoft.NETFramework (Windows only) Microsoft .Net files

250 What Happens During Installation

Directory Contents

ODBC, ODBC-64 ODBC drivers

ohs_tmp_stage Oracle HTTP Server installation files

opatch_tmp_stage

pma-client-sdk Axis client for Performance Management Architect Web services

raframeworkrt EPM Workspace agent service and libraries, and start and stop shell scripts

RMI

SAP, SAP-64 Placeholder directory for SAP files to be copied

Search

SharedServices Supporting files for Shared Services

templates

utilities Utilities to change the location of EPM System Home and export, import, or validateprovisioning data

validation Supporting files for EPM System Diagnostics

Velocity Supporting files for EPM System Diagnostics

XML Common XML components

The following table describes other files and folders installed in the EPM_ORACLE_HOMEdirectory.

Table 79 Other Common Directories

Directory Contents

ccr Oracle Configuration Manager files

cfgtoollogs Logs for EPM System Configurator

diagnosticsInstallation logs for all products are located in /diagnostics/logs/install. There is a log file for each assembly,named productinstall.log; for example, hss-install.log and a log file for installation, installTool-install-DateTime.log.

install

inventory

logs Log files

nls

Opatch Oracle patching tool files

oui Oracle installation files

Common Files installed in the EPM Oracle Home Directory 251

Directory Contents

products A directory for each product's product files. Each product's directory structure is described later in this chapter.

uninstall Files to support the uninstallation process

upgrades

Common Files Installed to MIDDLEWARE_HOMEEPM System Installer installs files to MIDDLEWARE_HOME.

The following table describes folders installed in the MIDDLEWARE_HOME directory.

Table 80 Common Files Installed to MIDDLEWARE_HOME

Directory Contents

EPMSYSTEM11R1 EPM_ORACLE_HOME

jdk160_11 Java Development Kit

jrockit_160_05 Oracle JRockit JVMs

logs Log files

modules

ohs Oracle HTTP Server.

OPMN is installed to ohs/opmn/bin.

oracle_common Common Oracle libraries

patch_wls1032 Patch for WebLogic Server

user_projects Location for installation instances

user_projects/domains A central location for storing the Web application server files for each product.

Under this directory, the bin directory contains start and stop scripts for all deployed applications.

utils

wlserver_10.3 Oracle WebLogic Server

Common Files Deployed to MIDDLEWARE_HOME/user_projects/epmsystem1During configuration, EPM System Configurator deploys some files to MIDDLEWARE_HOME/user_projects/epmsystem1.

The following table describes the common files and folders deployed to theMIDDLEWARE_HOME/user_projects/epmsystem1 directory.


Table 81 Common files deployed to MIDDLEWARE_HOME/user_projects/epmsystem1

Directory Contents

aps

auditlogs

bin Start and stop scripts. In the bin/deploymentScripts directory, for each application, there is also asetCustomParamsProduct.bat file (.sh extension for UNIX), where JAVA_OPTIONS can bechanged when using start scripts.

ccr Oracle Configuration Manager

BPMS Files needed to support logging with Oracle Diagnostics Logging.

config Configuration files for EPM System products

diagnostics A directory where some products store log files.

Log files are created in diagnostics/logs, in product-specific directories. For example, Shared Serviceslogs are created in MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/sharedservices.

The first time you run EPM System Diagnostics, it creates logszip.

For more information about log files, see the Oracle Hyperion Enterprise Performance Management SystemInstallation and Configuration Troubleshooting Guide.

DisclosureManagement

EssbaseServer

HPS

httpConfig Oracle HTTP Server configuration files

logs Log files

logszip Zip file containing log files

Planning

products

ReportingAnalysis

tmp Location for temporary files.

What Happens During Shared Services InstallationShared Services is installed with EPM Workspace when you select Foundation Services in EPMSystem Installer and is deployed with EPM Workspace when you deploy Foundation Services.

EPM System Installer also installs EPM System common components to EPM_ORACLE_HOME/common.

What Happens During Shared Services Installation 253

For information about EPM_ORACLE_HOME and a list of directories created, see “Common Filesinstalled in the EPM Oracle Home Directory” on page 250.

Files Installed in the Foundation DirectoryShared Services files are installed in EPM_ORACLE_HOME/products/Foundation.

The following table describes the files and folders installed in the /Foundation directory.

Table 82 Foundation Installation Directories

Directory Contents

_uninst Files for uninstalling Shared Services

AppServer InstallableApps—war and ear files and scripts and other files needed to deploy an application; as part ofpreparing a war or ear file for deployment, the war file MAY be unpacked here and some files modified, thenthe war or ear file repacked, ready for deployment

BPMA Performance Management Architect files

CALC Calculation Manager files

InstallableApps

logging Files needed to support logging with Oracle Diagnostics Logging.

server Shared Services executable files, default relational database files, Java class files, and server locale files

temp Location for temporary files

workspace EPM Workspace files

What Happens During EPM Workspace InstallationEPM Workspace is installed with Shared Services when you select FoundationServices in EPMSystem Installer and is deployed with Shared Services when you deploy Foundation Services.

EPM Workspace files are installed in EPM_ORACLE_HOME/products/Foundation/workspace.

Files Installed in the EPM Workspace DirectoryThe following table describes the files and folders installed in the /workspace directory.

Table 83 EPM Workspace Installation Directories

Directory Contents

_uninst Files for uninstalling EPM Workspace

common Common files for EPM Workspace configuration


Directory Contents

database Database scripts are used by EPM System Configurator to create the database repository schema

InstallableApps EPM Workspace war/ear files

lib Common library files for EPM Workspace


What Happens During Performance ManagementArchitect InstallationPerformance Management Architect files are installed in EPM_ORACLE_HOME/products/Foundation/BPMA.

Files Installed in the Performance Management ArchitectDirectoryThe following table describes the files and folders installed in the /BPMA directory.

Table 84 Performance Management Architect Installation Directories

Directory Contents

_uninst Files for uninstalling Performance Management Architect

AppServer Files required for Java application server deployment for Dimension server and DataSynchronization server

Common Shared libraries for Performance Management Architect

config Configuration files for the Web application and Data Synchronization Server.

EPMABatchClient Files for using the Performance Management Architect Batch client, which provides a commandline tool to access Performance Management Architect

EPMAFileGenerator (Wiindows only) Files for the ADS file generator tool


Server (Windows only) SQL files required for relational database configuration

temp Temporary location for generating the temporary files for Shared Services registration

validation Files for custom validations

xml Logging xml template files

What Happens During Performance Management Architect Installation 255

What Happens During Calculation ManagerInstallationCalculation Manager components are installed in EPM_ORACLE_HOME/products/Foundation/CALC.

Files Installed in the Calculation Manager DirectoryThe following table describes the files and folders installed in the /CALC directory.

Table 85 Calculation Manager Installation Directories

Directory Contents

_uninst Files to uninstall Calculation Manager.

AppServer Application server deployment files.

config Configuration files required to make Calculation Manager work in Oracle Enterprise Performance Management Workspace,Fusion Edition.

lib Files needed to configure Hyperion Calculation Manager.


registry Files needed to support logging with Oracle Diagnostics Logging.

What Happens During Smart View InstallationSmart View files are installed in MIDDLEWARE_HOME/user_projects/epmsystem1/EPMSystem11R1/products/Foundation/workspace/AppServer/InstalledApps/

workspace_static/SmartView.

Files Installed in the Smart View DirectoryThe following table describes the files and folders installed in the /SmartView directory.

Table 86 Smart View Installation Directories

Directory Contents

bin Binary files for Smart View

cfg Configuration files

What Happens During Essbase InstallationBy default, EPM System Installer performs the following operations when you install Essbase.


l Installs Essbase Server software files to the EPM_ORACLE_HOME/products/Essbase/EssbaseServer directory.

l Creates the file, setEssbaseEnv.cmd, to store environment variables for Windowsinstallations.

l Creates the file, hyperionenv.doc, to store parameters for UNIX installations.

l Installs the appropriate version of Java Runtime Environment (JRE) to theEPM_ORACLE_HOME/common/JRE directory, and sets the JVMMODULELOCATION variable inthe essbase.cfg file.

For a list of files supplied with or required by API to compile programs, see the Oracle EssbaseAPI Reference.

Files Installed in the Essbase Server DirectoryThe following table describes the files and folders installed in the /EssbaseServer directory.

Table 87 Essbase Installation Directories

Directory Contents

api Libraries and header files necessary for using MaxL. You do not have to install or use the API to use MaxL, but the directoryis created so that MaxL will work.

app Essbase application files, as they are created.

Essbase sample applications and associated databases.

bin Essbase Server files

database

java Java software to support the Java-based features of Essbase

locale NLS files necessary for Essbase supported languages.

During the Essbase Server installation, you select a value for the ESSLANG environment variable, which applies to alllanguages, including English.

localized Localized files

perlmod Files required to add the MaxL Perl Module (essbase.pm), which enables you to embed MaxL statements in Perl programs.You must install Perl. See the documentation in this directory and the MaxL section of the Oracle Essbase TechnicalReference.

templates

Files Installed in the Essbase Client DirectoryWhen you install the Essbase Client, some or all of the directories listed in the following tableare created in the EPM_ORACLE_HOME/products/Essbase/EssbaseClient directory:

What Happens During Essbase Installation 257

During Essbase Client installation, EPM System Installer sets ESSBASEPATH to the clientinstallation location, as a user variable (Windows) or in hyperionenv.doc (UNIX). Previousversions of Essbase used ARBORPATH to refer to the installation location.

The following table describes the files and folders installed in the /EssbaseClient directory.

Table 88 Essbase Client Installation Directories

Directory Contents

api Essbase API files

bin Essbase program files for running Oracle Essbase Spreadsheet Add-in

The installation program adds essexcln.xll to Excel to point Excel to the correct bin directory.

docs Sample files

JavaAPI

locale Character-set files necessary for Essbase Server supported languages

localized Localized files

perlmod Files required to add the MaxL Perl Module (essbase.pm), which enables you to embed MaxL statements in Perl programs.You must install Perl. See the documentation in this directory and the MaxL section of the Oracle Essbase TechnicalReference.

What Happens During Essbase Studio Installation

By default, the EPM System Installer performs these operations when you install Essbase Studio:

l Installs Essbase Studio files in EPM_ORACLE_HOME/products/essbase/EssbaseStudio.

l Installs the Essbase Studio service, which you can choose to start when you configure withEPM System Configurator.

Files Installed in the Essbase Studio DirectoryThe following table describes the files and folders installed in the /EssbaseStudio directory.

Table 89 Essbase Studio Installation Directories

Directory Contents

console The Essbase Studio Console executable file, EssbaseStudio.exe.

Also contains these Eclipse-specific subdirectories: configuration, features, plugins.

console/eas EASLaunch.properties file


Directory Contents

Server The Essbase Studio Server startup file, startServer.bat.

Also contains the server.properties file. Some settings are manually configurable after installation andconfiguration. See the Oracle Essbase Studio User's Guide or Oracle Essbase Studio Online Help for moreinformation.

Server/database SQL files for creating the Essbase Studio repository

Server/datafiles The default directory for storing flat files that will serve as data sources for Essbase Studio Server.

Server/ess_japihome

Java API classes

Note: Do not edit the essbase.properties file in server/ess_japihome/bin.

Server/sqlscripts SQL scripts that you can use to create a Essbase Studio catalog database. Scripts are included for supportedRDBMS.

Server/xml Files to support Oracle Diagnostics Logging.

What Happens During Integration Services InstallationIntegration Services files are installed in EPM_ORACLE_HOME/products/Essbase/eis.

Files Installed in the Integration Services DirectoryThe following table describes the files and folders installed in the /eis directory.

Table 90 Integration Services Installation Directories

Directory Contents

console/bin Integration Services Console software

console/locale National language support files

console/localized Localized files

server/batch Empty. Later, the batch directory will store scheduler scripts for batch jobs that you create.

server/bin Integration Services software

server/esscript Empty. Later, the esscript directory will contain ESSCMD scripts you create.

server/lib Files used for the import and export of Integration Services metadata

server/loadinfo Empty. Later, the loadinfo directory will contain directories representing session IDs, which will containthe reject files created during member loads and data loads.

server/locale National language support files

console/localized Localized files

What Happens During Integration Services Installation 259

Directory Contents

server/ocscript SQL script files to create, drop, and upgrade tables for an OLAP Metadata Catalog in each of the supporteddatabases. For example, you can use oc_create_db2.sql to create OLAP Metadata Catalog tablesin a DB2 database.

(UNIX only) EPM_ORACLE_HOME/common/ODBC/Merant/6.0 or EPM_ORACLE_HOME/common/ODBC-64/Merant/6.0

Contains odbc.ini. It also includes the directories and files for the DataDirect ODBC installation andthe readme file containing the latest DataDirect ODBC information.

server/samples Three subdirectories:

l samples/spreadsheets

l samples/tbcdbase

l samples/tbcmodel

server/samples/spreadsheets

Sample Essbase spreadsheets in Excel formats

server/samples/tbcdbase

SQL script files and batch files to create tables and load data for the standard TBC sample applicationdatabase and the Hybrid Analysis-enabled TBC sample application database.

SQL script files and batch files to load data for the standard OLAP model (TBC Model) and metaoutline(TBC Metaoutline) and the Hybrid Analysis-enabled OLAP model (HA TBC Model) and metaoutline (HATBC Metaoutline) in the TBC_MD sample application OLAP Metadata Catalog database.

SQL script files to load data for the Unicode OLAP model (Sample_unicode) and metaoutline (Sample_unicode_meta) in the TBC_MD_U sample application OLAP Metadata Catalog database.

For manual sample application setup, you create tables for TBC_MD and TBC_MD_U with SQL scriptfiles in the ocscript directory.

server/samples/tbcmodel

XML files to load data for the standard OLAP model (TBC Model) and metaoutline (TBC Metaoutline) andthe Hybrid Analysis-enabled OLAP model (HA TBC Model) and metaoutline (HA TBC Metaoutline) in theTBC_MD sample application OLAP Metadata Catalog database.

(Oracle only) XML files to load data for the Unicode OLAP model (Sample_unicode) and metaoutline(Sample_unicode_meta) in the TBC_MD_U sample application OLAP Metadata Catalog database.

server/temp Temporary files

What Happens During Administration ServicesInstallationThe default installation directory for Administration Services is EPM_ORACLE_HOME/products/Essbase/eas.

Files Installed in the Administration Services DirectoryThe following table describes the files and folders installed in the /eas directory.


Table 91 Administration Services Installation Directories

Directory Contents

console Administration Services Console executable files, Java class files, Business Rules plug-in files, and temporaryfiles created by the console installation

console/bin Startup scripts and executables for Administration Services Console

console/lib Java libraries for Administration Services Console

console/temp Temporary directory for Administration Services Console


server Administration Services executable files, default relational database files, Java class files, Business Rules serverfiles, and server locale files

server/AppServer Files required by EPM System Configurator for deployment

server/bin Administration Services Server binaries

server/lib Oracle Essbase Administration Services Server jar files

server/locale Locale files for Essbase RTC

server/localized Documentation launch files for localized documentation

What Happens During Provider Services InstallationProvider Services files are installed in EPM_ORACLE_HOME/products/Essbase/aps.

Files Installed in the Provider Services DirectoryThe following table describes the files and folders installed in the /aps directory.

Table 92 Provider Services Installation Directories

Directory Contents

Appserver Application server files configured by EPM System Configurator

bin Executable program files and server setting files for Provider Services

config WorkspaceConfig.xml

data A database file that Provider Services uses by default to store user names, server names, and other domain information

devtools Java API interface source

docs Help files

external Third-party libraries

What Happens During Provider Services Installation 261

Directory Contents

lib essconfiguration.jar file used by EPM System Configurator


samples Sample programs that you can use to test Provider Services software and start developing client programs

What Happens During Reporting and AnalysisInstallationReporting and Analysis files are installed in EPM_ORACLE_HOME/products/biplus.

Files Installed in the Reporting and Analysis DirectoryThe following table describes the files and folders installed in the /biplus directory.

Table 93 Reporting and Analysis Installation Directories

Directory Contents

_uninst Files to uninstall Reporting and Analysis

AppServer Oracle's Hyperion Reporting and Analysis Framework and Web Analysis static content files such as css, images,and jpg files.

appsinfo Oracle's Hyperion® Web Analysis files

bin Product binaries plus start, stop scripts

common Subdirectories for common items

DDS Design architect and studio product-specific files, such as templates and scripts

docs Help, samples

fonts Font files

install Files laid down and used during installation and configuration

InstallableApps .war and .ear files and .war- and .ear-preparation scripts

lib .jar files


SDK

syncCSSId


What Happens During Planning InstallationPlanning files are installed in EPM_ORACLE_HOME/products/Planning.

Files Installed in the Planning DirectoryThe following table describes the files and folders installed in the /Planning directory.

Table 94 Planning Installation Directories

Directory Contents

_uninst Uninstallation files for Planning

AppServer Files required for Java application server deployment for Planning

bin Executables, bat files, sh files and cmd files including Planning utilities and Offline.exe.

config Essbase.properties and planning.ico. Planning migration scripts are in /config/sql.

lib/lib64 Planning shared libraries (.dll and .so) files and jar files needed to run Planning utilities.

Offline Files needed to run Offline Planning

registry WorkspaceConfig.xml

What Happens During Financial ManagementInstallationFinancial Management files are installed in EPM_ORACLE_HOME/products/FinancialManagement.

In addition, EPM System Installer:

l Installs the ADM driver, HsvADMDriver.dll, in EPM_ORACLE_HOME/products/FinancialManagement/client

l Installs Microsoft Data Access Component (MDAC) installed on the application server if itis not already installed.

Files Installed in the Financial Management DirectoryThe following table describes the files and folders installed in the /FinancialManagementdirectory.

Table 95 Financial Management Installation Directories

Directory Contents

_uninst Uninstallation files for Financial Management

What Happens During Planning Installation 263

Directory Contents

Client dlls and executable files for Win32 client and Web tier client

Common dlls shared between the Application tier and Web tier

Consultant Utilities Utilities for viewing error logs

Documentation Help files

HAL70AdapterInstall

install


Sample Apps Sample applications and instructions for loading sample files

Server dlls for Application Server tier

Server Working Folder Report style sheets and templates

Web Smart View provider, Web pages, and Web help files

Web Server dlls needed to run the Web server

Web Services Web Service Manager executable

What Happens During Performance ScorecardInstallationPerformance Scorecard files are installed in EPM_ORACLE_HOME/products/PerformanceScorecard.

Files Installed in the Performance Scorecard DirectoryThe following table describes the files and folders installed in the /PerformanceScorecarddirectory.

Table 96 Performance Scorecard Installation Directories

Directory Contents

_uninst Files needed to uninstall Performance Scorecard

AppServer Files required for Java application server deployment for Performance Scorecard

db Initialization scripts used to create a Oracle Hyperion Performance Scorecard, Fusion Edition database

tools Files that enable you to use the ETL Import/Export utility to load and extract data

xml Locale mapping for online Help files.


What Happens During Strategic Finance InstallationStrategic Finance files are installed in EPM_ORACLE_HOME/products/hsf.

Files Installed in the Strategic Finance DirectoryThe following table describes the files and folders installed in the /hsf directory.

Table 97 Strategic Finance Installation Directories

Directory Contents

Client Executables and files for running the Strategic Finance Client

HSFData

This is the default folder name. If you specified adifferent name during configuration, the foldername is different.

Server entities, access control, maps, batches, server consolidation data and otherStrategic Finance server database information.

Server Executables for the Strategic Finance server and administration utility

uninstall Files for uninstalling Strategic Finance.

ValidationLibs Validation libraries used by Oracle's Hyperion Enterprise Performance ManagementSystem Diagnostics.

WebServer Oracle Hyperion Strategic Finance, Fusion Edition Web services components.

What Happens During Profitability and CostManagement InstallationProfitability and Cost Management software components are installed in EPM_ORACLE_HOME/products/Profitability.

Files Installed in the Profitability and Cost ManagementDirectoryThe following table describes the files and folders installed in the /Profitability directory.

Table 98 Profitability and Cost Management Installation Directories

Directory Contents

_uninst Files for uninstalling Profitability and Cost Management

AppServer Files required for Java application server deployment for Profitability and Cost Management

database SQL scripts required for creating the production database

What Happens During Strategic Finance Installation 265

Directory Contents

lib Files used for configuration user interface



samples Provides sample data files, including a metadata xml file to create a Profitability and Cost Management application inOracle Hyperion EPM Architect, Fusion Edition and a staging dump file to import model data into a Oracle HyperionProfitability and Cost Management, Fusion Edition application

What Happens During Financial Close ManagementInstallationFinancial Close Management files are installed in EPM_ORACLE_HOME/products/FinancialClose.

Files Installed in the Financial Close Management DirectoryThe following table describes the files and folders installed in the /FinancialClose directory.

Table 99

Directory Contents

_uninst Uninstallation files for Financial Close Management

AppServer Files required for Java application server deployment for Oracle Hyperion Financial Close Management

Config Product configuration files

database

lib config.jar


What Happens During Disclosure ManagementInstallationDisclosure Management files are installed in EPM_ORACLE_HOME/products/DisclosureManagement.


Files Installed in the Disclosure Management DirectoryThe following table describes the files and folders installed in the /DisclosureManagementdirectory.

Table 100

Directory Contents

_uninst Uninstallation files for Disclosure Management

AppServer Files required for Java application server deployment for Oracle Hyperion Disclosure Management

Config

database

DiscManHome

DiscManInstance

lib


What Happens During FDM InstallationFDM files are installed in EPM_ORACLE_HOME/products/FinancialDataQuality. ERPIntegrator files are also installed in this location. During installation EPM System Installerinstalls .NET if it is not installed.

Files Installed in the FDM DirectoryThe following table describes the files and folders installed in the /FinancialDataQualitydirectory.

Table 101

Directory Contents

_uninst Uninstallation files for Oracle Hyperion Financial Data Quality Management, Fusion Edition

ApplicationServer Application Configuration executable and the application server dll file

AppServer Files required for Java application server deployment for Oracle Hyperion Financial Data Quality ManagementERP Integration Adapter for Oracle Applications

common Files required for registration with Shared Services

database Scripts to create database objects

InstallScripts Script files used during the installation process

What Happens During FDM Installation 267

Directory Contents

lib Files required for configuration with EPM System Configurator

LoadBalanceManager Load Balance Manger Configuration executable and Load Balance Manager dll files

odil \scenarios stores scenarios for use with Oracle Data Integrator

l \topology stores logical schemas related to Oracle Data Integrator

SharedComponents Components shared between the Web client, Workbench, configuration tools, application server, and taskmanager

TaskManager Configuration executable and Task Manager dll files

WebServerComponents Web Configuration executable, Web Configuration dll file, and Web site setup, dll, and html files

What Happens During Data Relationship ManagementInstallationFor information about the Oracle Hyperion Data Relationship Management, Fusion Editioninstallation, see the Oracle Hyperion Data Relationship Management Installation Guide.


BAdditional Essbase

Configuration

In This Appendix

Changing JVMModuleLocation (UNIX).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269

Changing JVMMODULELOCATION (Windows)... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Configuring 32-Bit Essbase Server on a 64-Bit Platform... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270

Configuring the 32-bit Runtime Client on a 64-bit Windows Platform ... . . . . . . . . . . . . . . . . . . . . . . . . . . . 274

This appendix describes additional configuration settings you might need for Essbase.

Changing JVMModuleLocation (UNIX)The JVMMODULELOCATION setting in the essbase.cfg file enables you to designate a specificinstallation of JRE for use with Essbase, and is required to enable Data Mining, Shared Services,custom defined functions, triggers, and external authentication.

This setting is particularly useful if you have multiple versions of Java installed on the EssbaseServer computer.

During Essbase Server configuration, the correct setting for JVMMODULELOCATION isautomatically added to essbase.cfg.

To change the JVMMODULELOCATION parameters, you must specify the full path and file nameof the Java Virtual Machine (JVM) library. The location and name of the library varies, dependingon the operating system that you are using. EPM System Installer installs JRE inEPM_ORACLE_HOME/jdk160_11/jre.

Note: To run 64–bit Essbase on any 64–bit operating system requires a 64–bit JVM.

Managing Memory with JvmModuleLocationIf you are not using Data Mining, Shared Services, custom defined functions, triggers, or externalauthentication, you can reduce the amount of memory used by editing essbase.cfg and settingJvmModuleLocation to null (empty).

If you are using these features, and need to reduce the amount of memory used, then you canreduce the JVM heap size by setting the following environment variables:

ESS_JVM_OPTION1=-Xmx16m

Changing JVMModuleLocation (UNIX) 269

Because the default minimum and maximum for JVM heap size are different for differentplatforms and versions, set the correct value for your environment. For example, see thefollowing as a reference: http://publib.boulder.ibm.com/infocenter/wasinfo/v4r0/index.jsp?topic=/com.ibm.support.was.doc/html/Java_SDK/1132680.html.

Changing JVMMODULELOCATION (Windows)The JVMMODULELOCATION setting in the essbase.cfg file enables you to designate a specificinstallation of JRE for use with Essbase, and is required to enable Data Mining, Oracle'sHyperion® Shared Services, custom defined functions, triggers, and external authentication.

This setting is particularly useful if you have multiple versions of Java installed on the EssbaseServer computer.

During Essbase Server configuration, the correct setting for JVMMODULELOCATION isautomatically added to essbase.cfg.

To change JVMMODULELOCATION parameters, you must specify the full path and file name ofthe Java Virtual Machine (JVM) library. The location and name of the library varies, dependingon the operating system that you are using. EPM System Installer installs JRE inEPM_ORACLE_HOME/jdk160_11/jre.

Note: To run 64–bit Essbase on any 64–bit operating system requires a 64–bit JVM.

Configuring 32-Bit Essbase Server on a 64-Bit PlatformEPM System Installer installs both 32-bit and 64-bit Essbase Server on a machine with a 64-bitoperating system. If you want to use the 32-bit binaries on a 64-bit machine, use the procedurebelow for your platform.

Note: If you want to use OPMN to manage Essbase, note that configuring 32-bit binaries on a64-bit platform is supported only on Windows and Linux. If you are using Solaris or AIX,this configuration requires Essbase Server to run in non-OPMN mode. Be sure to startEssbase Server as described in the procedures below to ensure that Essbase is running innon-OPMN mode

Windows

ä To configure 32-bit binaries to run on a 64-bit Windows machine:

1 Install Foundation Services and Essbase but do not run EPM System Configurator.

2 Rename this directory:

EPM_ORACLE_HOME/products/Essbase/EssbaseServer

To:

270 Additional Essbase Configuration

http://publib.boulder.ibm.com/infocenter/wasinfo/v4r0/index.jsp?topic=/com.ibm.support.was.doc/html/Java_SDK/1132680.html

http://publib.boulder.ibm.com/infocenter/wasinfo/v4r0/index.jsp?topic=/com.ibm.support.was.doc/html/Java_SDK/1132680.html

EPM_ORACLE_HOME/products/Essbase/EssbaseServer-64



To:


4 Run EPM System Configurator to configure Essbase but do not perform the Essbase cluster setup taskor deploy Essbase in stand-alone mode.

5 Modify the essbase.cfg file (MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/essbaseserver1/bin/essbase.cfg) to use a 32-bit JRE (in theJvmModuleLocation line). For example, set this parameter to:

/oracle/Middleware/EPMSystem11R1/common/JRE/Sun/1.6.0/bin/server/jvm.dll

6 Modify setEssbaseEnv.bat (MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/essbaseserver1/bin/setEssbaseEnv.bat) to use a 32-bit ODBC (inthe ODBCINST= line). For example, set this parameter to:

/Oracle/Middleware/EPMSystem11R1/common/ODBC/Merant/6.0/odbcinst.ini

7 Modify the PATH environment variable so that it points to the 32-bit version:

EPM_ORACLE_HOME/common/ODBC/Merant/6.0/Drivers

8 If you are using OPMN to start Essbase, modify MIDDLEWARE_HOME/user_projects/epmsystem1/config/OPMN/opmn/opmn.xml to use IPV4 by editing the following line:

<notification-server interface="ipv4">

9 If you are using OPMN to start Essbase, open a new command prompt and stop all running OPMNprocesses by running the following command: MIDDLEWARE_HOME/user_projects/epmsystem1/bin/opmnctl stopall

10 If you are using OPMN to start Essbase, start OPMN: MIDDLEWARE_HOME/user_projects/epmsystem1/bin/opmnctl start

11 Start Essbase Server. If you are using OPMN, use the following command: MIDDLEWARE_HOME/user_projects/epmsystem1/bin/opmnctl startproc process-

type=EssbaseAgent.

If you are not using OPMN to start Essbase, use startEssbase.bat inMIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/

essbaseserver1/bin.

Note: Make sure ARBORPATH and ESSBASEPATH are set to the following:

ARBORPATH=MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/essbaseserver1

ESSBASEPATH=EPM_ORACLE_HOME/products/Essbase/EssbaseServer

Configuring 32-Bit Essbase Server on a 64-Bit Platform 271

Solaris

ä To configure 32-bit binaries to run on a 64-bit Solaris machine:




To:




To:




home/user1/Oracle/Middleware/EPMSystem11R1/common/JRE/Sun/1.6.0/lib/sparc/server/libjvm.so

6 Modify the following LIB_PATH in hyperionenv.doc from:

LD_LIBRARY_PATH=EPM_ORACLE_HOME/../jdk160_11/jre/lib/sparc/server:EPM_ORACLE_HOME/../jdk160_11/jre/lib/sparc:EPM_ORACLE_HOME/common/ODBC/Merant/6.0/lib:$ESSBASEPATH/bin:$LD_LIBRARY_PATH

To:

LD_LIBRARY_PATH=EPM_ORACLE_HOME/common/JRE/Sun/1.6.0/lib/sparc/server:EPM_ORACLE_HOME/common/JRE/Sun/1.6.0/lib/sparc:EPM_ORACLE_HOME/common/ODBC/Merant/6.0/lib:$ESSBASEPATH/bin:$LD_LIBRARY_PATH

7 Start Essbase Server from startEssbase.sh in:


Note: You cannot start 32-bit Essbase Server on a 64-bit Solaris machine using OPMN.

AIX

ä To configure 32-bit binaries to run on a 64-bit AIX machine:





To:




To:




home/user1/Oracle/Middleware/EPMSystem11R1/common/JRE/IBM/1.6.0/bin/classic/libjvm.so

6 Add following setting in LIB_PATH in hyperionenv.doc:

EPM_ORACLE_HOME/common/JRE/IBM/1.6.0/lib/ppc

7 Start Essbase Server from startEssbase.sh in:


Note: You cannot start 32-bit Essbase Server on a 64-bit AIX machine using OPMN.

Linux

ä To configure 32-bit binaries to run on a 64-bit Linux machine:




To:




To:




Configuring 32-Bit Essbase Server on a 64-Bit Platform 273

home/user1/Oracle/Middleware/EPMSystem11R1/common/JRE/Sun/1.6.0/lib/i386/server/libjvm.so

6 Modify the following LIB_PATH in hyperionenv.doc from:

LD_LIBRARY_PATH=EPM_ORACLE_HOME/../jdk160_11/jre/lib/i386/server:EPM_ORACLE_HOME/../jdk160_11/jre/lib/i386:EPM_ORACLE_HOME/common/ODBC/Merant/6.0/lib:$ESSBASEPATH/bin:$LD_LIBRARY_PATH

To:

LD_LIBRARY_PATH=EPM_ORACLE_HOME/common/JRE/Sun/1.6.0/lib/i386/server:EPM_ORACLE_HOME/common/JRE/Sun/1.6.0/lib/i386:EPM_ORACLE_HOME/common/ODBC/Merant/6.0/lib:$ESSBASEPATH/bin:$LD_LIBRARY_PATH

7 If you are using OPMN to start Essbase, modify MIDDLEWARE_HOME/user_projects/epmsystem1/config/OPMN/opmn/opmn.xml and replace all instances of the ODBC-64 pathwith the ODBC path. For example:

<variable append="true" id="LD_LIBRARY_PATH" value="EPM_ORACLE_HOME/common/ODBC/Merant/6.0/lib"/><variable id="ODBCLIBHOME" value="EPM_ORACLE_HOME/common/ODBC/Merant/6.0/lib"/><variable id="ODBCINI" value="EPM_ORACLE_HOME/common/ODBC/Merant/6.0/odbc.ini"/><variable id="ODBCINST" value="EPM_ORACLE_HOME/common/ODBC/Merant/6.0/odbcinst.ini"/>

8 If you are using OPMN to start Essbase, stop all running OPMN processes by running the followingcommand:

MIDDLEWARE_HOME/user_projects/epmsystem1/bin/opmnctl stopall

9 If you are using OPMN to start Essbase, start OPMN using the following command:

MIDDLEWARE_HOME/user_projects/epmsystem1/bin/opmnctl start

10 If you are using OPMN to start Essbase, start Essbase Server using the following command:MIDDLEWARE_HOME/user_projects/epmsystem1/bin/opmnctl startproc

process-type=EssbaseAgent Start. Otherwise, start Essbase Server fromstartEssbase.sh in:


Note: Make sure ARBORPATH and ESSBASEPATH are set to the following:

ARBORPATH=MIDDLEWARE_HOME/user_projects/epmsystem1/EssbaseServer/essbaseserver1ESSBASEPATH=EPM_ORACLE_HOME/products/Essbase/EssbaseServer

Configuring the 32-bit Runtime Client on a 64-bitWindows PlatformEPM System Installer installs both 32-bit and 64-bit Essbase Client on a machine with a 64-bitoperating system.

If you want to use 32–bit and 64–bit client applications on the same machine, and you don'twant to have to recompile applications, use the following procedure.


ä To use the 32-bit Runtime Client on a 64-bit Microsoft Windows machine:

On the 64-bit machine, run the precompiled 32-bit client program from a command promptor from a shell window on which ESSBASEPATH is set to the installation directory of the 32-bitRuntime Client and PATH is set to include the bin subdirectory under the ESSBASEPATHdirectory.

For example, on Windows AMD64 set the following:

ESSBASEPATH=%EPM_ORACLE_HOME%\products\Essbase\EssbaseClient-32PATH=%ESSBASEPATH%\bin;%PATH%

For information on Application Programming Interface and Runtime Client, see the OracleEssbase API Reference.

Configuring the 32-bit Runtime Client on a 64-bit Windows Platform 275

CEssbase 32-Bit and 64-Bit

Compatibility

In This Appendix

Essbase 32-Bit and 64-Bit Client and Server Compatibility .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 277

Essbase API Compatibility on 32-Bit and 64-Bit Platforms... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278

Essbase 32-Bit and 64-Bit Client and ServerCompatibilityThe following table summarizes the compatibility of 32-bit and 64-bit clients and servers withEssbase Server:

Client Server Essbase Server: Platform to WhichClient Can Connect

32-bit Essbase Administration Services Console 32-bit Administration Server 32-bit, 64-bit

32-bit Essbase Administration Services Console 64-bit Administration Server 32-bit, 64-bit

64-bit Essbase Administration Services Console 64-bit Administration Server 64-bit

32-bit Essbase Studio Console 32-bit Essbase Studio Server 32-bit, 64-bit

32-bit Essbase Studio Console 64-bit Essbase Studio Server 32-bit, 64-bit

64-bit Essbase Studio Console 64-bit Oracle Essbase Studio Server 64-bit

32-bit Essbase Integration Services Console 32-bit Essbase Integration Server 32-bit , 64-bit

32-bit Essbase Integration Services Console 64-bit Essbase Integration Server 32-bit , 64-bit

32-bit Smart View 32-bit Provider Services 32-bit, 64-bit

32-bit Oracle Hyperion Smart View for Office, Fusion Edition 64-bit Provider Services 64-bit

32-bit Essbase Administration Services Console 32-bit Provider Services 32-bit, 64-bit

64-bit Essbase Administration Services Console 64-bit Provider Services 64-bit

32-bit Java API or XMLA client application 32-bit Provider Services 32-bit, 64-bit

64-bit Java API or XMLA client application 64-bit Provider Services 64-bit

Essbase 32-Bit and 64-Bit Client and Server Compatibility 277

Essbase API Compatibility on 32-Bit and 64-BitPlatformsEssbase provides APIs for 32-bit and 64-bit platforms, which you can use to write and compileclient programs that interface with Essbase Server.

l Client programs developed for 32-bit platforms using the Essbase C API or Visual Basic APIcan run on 32-bit platforms and connect to either 32-bit or 64-bit Essbase Server.

l Precompiled client programs developed using the 32-bit Essbase Visual Basic API can runon 64-bit Windows platforms connecting to 64-bit Essbase Server, as long as the 32-bitruntime environment is set up as according to the documented instructions.

l Client programs developed for 64-bit platforms using the Essbase C API:

m Can run on 64-bit platforms and connect to 32-bit or 64-bit Essbase Servers

m Cannot run on 32-bit platforms

Caution! Client programs developed for 64-bit platforms do not require the #pragmadirective to set the byte alignment.

l You cannot develop a client program for 64-bit Windows using the Essbase Visual BasicAPI.

The following table summarizes the compatibility of client programs developed with EssbaseAPIs:

Client Development: Platform with API Version Platform on which Client Can Run Essbase Server: Platforms to Which ClientCan Connect

32-bit C API / Runtime Client 32-bit 32-bit, 64-bit

32-bit VB API / Runtime Client 32-bit Windows 32-bit, 64-bit

64-bit Windows 64-bit

32-bit Java (API or XMLA client application) 32-bit Provider Services server 32-bit, 64-bit

32-bit embedded Java (API client application) 32-bit, 64-bit

64-bit C API / Runtime Client 64-bit 32-bit, 64-bit

64-bit Java (API or XMLA client application) 64-bit Oracle Hyperion ProviderServices server

64-bit

64-bit embedded Java (API client application) 64-bit

For information on the compatibility of 32-bit and 64-bit EPM System clients and servers withEssbase Server, see “Essbase 32-Bit and 64-Bit Client and Server Compatibility” on page 277.

278 Essbase 32-Bit and 64-Bit Compatibility

DJDBC URL Attributes

In This Appendix

JDBC Drivers .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 279

ODBC Drivers .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 281

JDBC DriversDuring configuration, on the Configure Database page, click Advanced to specify additionalJDBC parameters, which are used by EPM System JDBC drivers to connect to the database.

The following table describes the format to use to enter the parameters if you are using JDBCdrivers.

Database Format

Oracle Database jdbc:oracle:thin:@hostname:port:SID

SQL Server jdbc:weblogic:sqlserver://hostname:port;databaseName=databaseName

DB2 jdbc:weblogic:db2://hostname:port;databaseName=databaseName;DynamicSections=3000

The following table describes additional information about the parameters:

Property SQL Server DB2

LOADLIBRARYPATH Yes Yes

MAXPOOLEDSTATEMENTS Yes Yes

ALTERNATESERVERS Yes Yes

CONNECTIONRETRYCOUNT Yes Yes

CONNECTIONRETRYDELAY Yes Yes

LOADBALANCING Yes Yes

DYNAMICSECTIONS Yes

CREATEDEFAULTPACKAGE Yes

REPLACEPACKAGE Yes

JDBC Drivers 279

Property SQL Server DB2

DATABASENAME Yes Yes

For Oracle Database parameters, see the Oracle Thin JDBC Driver documentation.

URL for Oracle RACTo provide client-side failover and load-balancing for Oracle RAC, enter the URL in the formof:

jdbc:oracle:thin:@(DESCRIPTION=(LOAD_BALANCE=on)

(ADDRESS=(PROTOCOL=TCP)(HOST=host1) (PORT=1521))

(ADDRESS=(PROTOCOL=TCP)(HOST=host2) (PORT=1521))

(CONNECT_DATA=(SERVICE_NAME=service)

(FAILOVER_MODE =

(TYPE = SELECT)

(METHOD = BASIC)

(RETRIES = 180)

(DELAY = 5)

)

)

)

URL for SSLTo enable SSL for the JDBC connections, during configuration, on the Configure Database page,click Advanced and select “Use secure connection to the database (SSL).”

Use the following additional parameters when JDBC SSL is selected and you are using DB2 orMicrosoft SQL Server.

l ENCRYPTIONMETHOD=SSL

l TRUSTSTORE=Path to trust store

l TRUSTSTOREPASSWORD=trust store password

l VALIDATESERVERCERTIFICATE="true"

Use the following URL format when JDBC SSL is selected and you are using Oracle Database.

jdbc:oracle:thin:@(DESCRIPTION=(ADDRESS=(PROTOCOL=tcps)

280 JDBC URL Attributes

(HOST=host1)(PORT=1521))

(CONNECT_DATA=(SERVICE_NAME=servicename)

)

)

ODBC DriversEssbase Server and Oracle Essbase Integration Services supports SSL-enabled ODBCconnections to the database. SSL configuration is controlled via connection string.

Parameters for SSLTo enable SSL for the ODBC connections, see the DataDirect ODBC documentation.

Parameters for RACOracle RAC features are available to you by connecting to an Oracle RAC system with aDataDirect Connect Series for ODBC driver. There is no additional configuration required.

ODBC Drivers 281

282 JDBC URL Attributes

EDatabase Information for

Financial Management

In This Appendix

Database Connection Pooling ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Database Connection PoolingDuring Financial Management configuration, you specify the maximum number of relationaldatabase connections used by each application. Financial Management uses connection poolingto communicate with the database. Connection pooling enables more efficient databaseutilization and does not require that each user be set up in the relational repository.

During configuration, EPM System Configurator enables you to specify the number of pooleddatabase connections. The number of connections that you specify in EPM System Configuratoris the maximum number of pooled connections consumed by an application. The pool startswith eight connections. If, after a certain number of attempts, the pool is unable to service arequest for an additional connection, it adds eight more connections. The system continuesadding blocks of eight connections until it reaches the maximum number of connections definedin the utility. If the system needs an additional connection beyond this limit, a temporaryconnection is created to service the request, which is closed after the task is complete.

The system also creates additional connection pools that are reserved for system use and are notused for user activity. The system-use pools are divided into these connection types:

l A pool of nine connections per application is reserved for system activity.

l A pool of eight connections per application is reserved for error handling.

l A pool of eight connections per application server is created for user logon activities. Theuser logon pool can grow by four to the system-defined maximum value of 16 connections.Connections required above the maximum are temporary.

In general, 25 connections are dedicated to system-level activities: eight connections reservedfor each application server, and 17 connections reserved for each application.

Connection use is dependent on the activity type. Users with Read access, which are the majorityof users in an application, generally use one or no connections. Users with Write access canconsume more connections, as they write to the database. The number of connections consumedby a user with Write access, for example, a consolidator, depends on the application serverhardware and quantity of data being written. In general, users with Write access may use 5 – 10connections.

Database Connection Pooling 283

Financial Management opens the defined number of connections when an application is firstopened. The connections are then available for subsequent users of the system. If a user processrequests a connection, and all connections are in use, the system polls the connection pool fora short time, waiting for an available connection. If no connection is available, the system createseight connections and adds them to the pool. The connection pool is limited to the total thatyou define in EPM System Configurator.

Connections are application-specific. The default pool is created only after an application isopened. However, connections are not released on an application basis; they are released on anapplication server basis. Thus, all connections are not released until the application server hasno Financial Management users accessing any application.

Note: Note that application processes do not shut down even when all users have logged out ofall applications if the Financial Management Service is running, because the serviceperpetuates application instances. In addition, in an environment with more than oneFinancial Management application server, all users might need to log out of allapplications on all servers before the application process shuts down and the databaseconnections are released. In both cases, you must also stop the Financial Managementservice.

Financial Management also supports Extended Analytics, which enables extracting data to arelational database for use with other systems, such as Analytic Services. The extract process hasa dedicated connection pool that is created when a star schema is created. The default pool is 16temporary connections that are destroyed when the processing is complete.

Example 1Three applications on one application server, default maximum connection pooling is used (40connections)

l Application A is logged on: 8 connections (plus system)

l Application B is logged on: 8 connections (plus system)

l Application C is logged on: 8 connections (plus system)

l System connections: 59 (8 plus 17 per application)

l Total connections: 83

Note: Total connections could grow by 96 if all application connection pools expand to thesystem maximum as defined in EPM System Configurator (default is 40).

l Application B is logged off (no users)


l All users log off all applications


284 Database Information for Financial Management

Example 2One application on two application servers, default maximum connection pooling is used (40connections)

l Application A is logged on (server 1): 8 connections (plus system)

l Application A is logged on (server 2): 8 connections (plus system)

l System connections: 50 (8 plus 17 per application per application server)


l Application A (server 2) is logged off (no users)


l All users log off all applications


At times, connectivity between the application server and the database server might be lostbecause of network issues, for example. If the system detects that a connection is no longer valid,it attempts to re-create the connection.

Deleting applications also consumes the default number of pooled connections. Before deletingan application, Oracle Hyperion Financial Management, Fusion Edition opens the applicationto verify security access, consuming the default number of connections. After security isvalidated, the system deletes the application.

Database Connection Pooling 285

286 Database Information for Financial Management

FUpdating the Shared Services

Registry

In This Appendix

Understanding the Shared Services Registry Component Hierarchy ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287

Editing the Shared Services Registry .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288

You can edit the Shared Services Registry using a command line utility. Use this utility only ifyou are unable to make the required changes to the Shared Services Registry using EPM SystemConfigurator.

Tip: You can make most changes using EPM System Configurator. For example, to makechanges to a deployed Web application, you can select the “Configure Logical Address forWeb Applications” task in EPM System Configurator to make changes without having toredeploy the Web application. See “Update Logical Addresses for Web Applications” onpage 131.

You use the epmsys_registry.bat utility (epmsys_registry.sh on UNIX) to make anyrequired changes to the Shared Services Registry.

Understanding the Shared Services RegistryComponent HierarchyTo make corrections to the Shared Services Registry, you have to understand its structure. Duringconfiguration of 11.1.x products, EPM System Configurator automatically updates the SharedServices Registry with components for each product. Components also have child components,creating a hierarchy. Each component of the hierarchy has its own component properties. Youneed to know both the component names and the component property names to update theShared Services Registry.

For example, the ESSBASE_PRODUCT component includes the following component properties:

l host

l agent_PortNumber

Understanding the Shared Services Registry Component Hierarchy 287

To find the component property names and child components for any component, you can usea command to view the component in the Shared Services Registry. See “Viewing theComponents in the Shared Services Registry” on page 288.

Editing the Shared Services Registry

ä To edit the Shared Services Registry:

1 Back up the Shared Services Registry.

2 On a machine hosting the 11.1.x Oracle Hyperion Enterprise Performance Management System software,go to MIDDLEWARE_HOME/user_projects/epmsystem1/bin and run the followingcommand:

epmsys_registry view componentType

You need to view the component hierarchy to get the component property names thatrequired to delete a component or update a component property.

For information see “Viewing the Components in the Shared Services Registry” on page288.

3 Depending on the required changes, refer to the following commands:

To delete a component, see “Deleting a Component Instance” on page 289.

To update a component property, see “Updating a Component Property” on page 289.

4 If you changed the LOGICAL_WEB_APP property for any product, run EPM System Configurator andconfigure the Web Server again. (On the Task Selection page, select the Oracle's Hyperion® FoundationServices Web Server Configuration task.)

Viewing the Components in the Shared Services RegistryBefore you can delete a component or update a component property, you need to view thecomponent hierarchy to get the component property names and values.

ä To view the component hierarchy:

1 Go to MIDDLEWARE_HOME/user_projects/epmsystem1/bin and use the followingcommand:

epmsys_registry view componentType

where componentType is the name of the component in the Oracle's Hyperion SharedServices Registry.

This command displays all the components in the specified hierarchy, displaying only theimmediate children of the component. The information is displayed in the console.

For example, to view all the components in the PLANNING_PRODUCT hierarchy, run:

epmsys_registry view SYSTEM9/PLANNING_PRODUCT

288 Updating the Shared Services Registry

2 If needed, repeat the command to get the property names for a subcomponent.

For example, LOGICAL_WEB_APP is a child of PLANNING_PRODUCT. To view the propertiesfor LOGICAL_WEB_APP for Planning , enter the following command:

epmsys_registry view SYSTEM9/PLANNING_PRODUCT/LOGICAL_WEB_APP

3 From the display, note the following information about components you want to delete or update:

l Component ID for any components you want to delete or update

l Component property names and values for any components you want to update

For example, the LOGICAL_WEB_APP for Oracle Hyperion Planning, Fusion Edition hasseveral properties, including context, port, and host.

Deleting a Component InstanceYou delete a component instance by referring to the component's ID that is displayed when youview the component hierarchy.

ä To delete a component from the component hierarchy, go to MIDDLEWARE_HOME/user_projects/epmsystem1/bin and run the following command:

epmsys_registry deletecomponent #componentID

where componentID is the component's ID that you found when you viewed the componenthierarchy.

On UNIX, run:

epmsys_registry.sh deletecomponent \#componentID

Deleting a node does not delete its children.

Tip: If you are deleting a product node, first delete all the children of the node and then deletethe product node.

Caution! Make sure to delete the correct component.

Updating a Component PropertyYou update a component property by referring to the component ID and the componentproperty name that are displayed when you view the component hierarchy.

ä To update a component property, go to MIDDLEWARE_HOME/user_projects/epmsystem1/bin and run the following command:

epmsys_registry updateproperty #componentID/@componentProperty value

Editing the Shared Services Registry 289

where componentID is the component's ID you found when you viewed the componenthierarchy, componentProperty is the component property name you want to update, andvalue is the new value for the component property.

On UNIX, run:

epmsys_registry.sh updateproperty \#componentID/@componentProperty value

Component property names are case sensitive.

Tip: Look for the component property names in the section called “Properties” when you viewthe component hierarchy. In addition, you can update the host a component is running onusing the property name “host.”

For example, to change the port number for the Essbase Server with the component ID 99999to port number 1425, enter the following command:

epmsys_registry updateproperty #99999/@agent_PortNumber 1425

290 Updating the Shared Services Registry

GEnabling an X Virtual Frame

Buffer for Financial Reportingand Production Reporting

In This Appendix

Enabling Xvfb for AIX 5L ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Enabling Xvfb for Solaris 9 ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Enabling Xvfb for Solaris 10 ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

Enabling Xvfb for Oracle Enterprise Linux/Red Hat Enterprise Linux ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292

Enabling Xvfb for HP-UX ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Setting the DISPLAY Variable ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

Enabling Xvfb for AIX 5L

ä To enable Xvfb:

1 Log on to the computer that will run the Reporting and Analysis Web application server components asthe root user.

2 Determine whether Virtual Frame Buffer support is available on your computer by issuing the followingcommand:

lslpp -l X11.vfb

3 If X11.vfb is not installed, install it from your AIX installation media. After installing the package, applythe latest PTF from:

http://techsupport.services.ibm.com

4 Start Xvfb:

/usr/bin/X11/X -force -vfb :1

where :1 is the a display number not already in use.

Enabling Xvfb for Solaris 9

ä To enable Xvfb:


2 Obtain and compile the X11R6 source distribution from:

Enabling Xvfb for AIX 5L 291

http://techsupport.services.ibm.com

ftp://x.org/, or obtain and install the binary distribution from ftp://www.ferret.noaa.gov/special_request/xvfb/solaris

3 Start Xvfb:

/usr/X11R6/bin/Xvfb :1 -screen 0 1152x900x8 &


Enabling Xvfb for Solaris 10

ä To enable Xvfb:

1 Log on to the computer that will run theReporting and Analysis Web application server components asthe root user.


pkgchk -l SUNWxwsrv

3 If SUNWxwsrv is not installed, install it from the Solaris installation media.

4 Start Xvfb:

/usr/openwin/bin/Xvfb :1 > /dev/null 2>&1 &

where :1 is the a display number not in use.

Enabling Xvfb for Oracle Enterprise Linux/Red HatEnterprise Linux

ä To enable Xvfb:

1 Log on to the computer that will run theReporting and Analysis Web application server components asthe root user.


rpm -aq | grep -i 'vfb'

Note: If Xvfb is not installed, install it from your installation media, RHN, or ULN Website.

3 Start Xvfb:

/usr/X11R6/bin/Xvfb :1 -screen 0 1152x900x8 &


292 Enabling an X Virtual Frame Buffer for Financial Reporting and Production Reporting

Enabling Xvfb for HP-UX

ä To enable Xvfb:



swlist -l product | grep 'Xserver cumulative patch'

3 Ensure that the patch level installed on your system corresponds with HP's recommended level (currentlyPHSS_31293).

4 Copy /etc/X11/X0screens to /etc/X11/X1screens, where 1 is a display number notalready in use; for example:

cp /etc/X11/X0screens /etc/X11/X1screens

5 Edit /etc/X11/X1screens by adding these lines to the end of the file:

ServerOptions ServerMode XVfb

6 Start Xvfb:

nohup /usr/bin/X11/Xvfb :1 -screen 0 1024x800x8 \-pn -fp /usr/lib/X11/fonts/misc -sp /etc/X11/SecurityPolicy &

where :1 is the display number not already in use.

Setting the DISPLAY VariablePrior to starting the Reporting and Analysis Web application server components on UNIX, setthe DISPLAY environment variable to an available physical or virtual (Xvfb) graphics deviceaddress; for example:

DISPLAY=hostname:0.0 ; export DISPLAY

For the sake of convenience, it is recommended that DISPLAY be initialized automatically byediting the Oracle's Hyperion Reporting and Analysis Web application server components startscripts.

Note: Only the Financial Reporting Web application server component and ProductionReporting require DISPLAY to be set. Oracle's Hyperion® SQR® Production Reportingrequires DISPLAY in order to generate charts.

Tip: You can set display for Oracle Hyperion Financial Reporting, Fusion Edition by editingsetCustomParamsFinancialReporting.sh in MIDDLEWARE_HOME/user_projects/epmsystem1/bin/deploymentScripts.

Enabling Xvfb for HP-UX 293

294 Enabling an X Virtual Frame Buffer for Financial Reporting and Production Reporting

HOPMN Service Failover for

Essbase Server

In This Appendix

Service Failover .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295

opmn.xml Common Configuration ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 296

This appendix provides an overview of OPMN service failover concepts and lists the elementsand attributes in the opmn.xml file that are required for configuring Essbase for failover. Thisfile contains many other elements and attributes; see the Oracle Process Manager and NotificationServer Administrator's Guide.

Service FailoverService failover is a mechanism to specify a critical process that must be run somewhere in anEssbase cluster if service is disrupted on a processing server. This enables you to preferentiallyselect which processes must be kept running. Any process-type opmn.xml file element may beconfigured as a service failover such that, once started, OPMN will ensure that the configurednumber of processes for the service are running on Essbase instances somewhere in the cluster.You can configure which Essbase instances will participate in the service failover on an instance-by-instance basis. You can configure each instance for preferential selection of running theprocess on available instances. Only one process-set may be defined for each process-type configured as a service failover. Only one process will be run for each service failoverinstance.

In the following diagram, a service failover process has been started in a cluster where all instancesare configured to participate in the service failover.

Service Failover 295

As shown in the diagram below, if the instance on which the service failover process is runninggoes down, such as for maintenance or an unprotected power outage or network failure, OPMNwill select another participating Essbase instance on which to run the process. All of the instancesshown in the diagram are participating in the service failover.

opmn.xml Common Configuration

Subtopics

l <port>

l <topology>

l <nodes>

l service-failover="num"

l service-weight="value"

l restart-on-death

l start/stop/restart timeout

This section provides descriptions of elements and attributes in the opmn.xml file that arerequired to configure Oracle Essbase for failover. In the opmn.xml file, all elements are withinthe <ias_component> configuration element. (This entry represents the system component.)

<port>Parents: notification-server

Attributes: local, remote, request

The port element contains configuration information for ONS listener threads host and portbindings.

Example:

<ias-component id="<Essbase-Cluster-Name>"> <process-type id="EssbaseAgent" module-id="ESS" service-failover="1" service-weight="101"> <environment>

296 OPMN Service Failover for Essbase Server

... </environment> <port id="essbase-port-range" range="32768-33768"/> </process-type></ias-component>

<topology>Parents: notification-server

Attributes: none

The topology element contains the configuration information for the ONS topology within acluster.

Example:

<topology> <nodes list="adc2170731:6712,dadvmn0429:6712"/></topology>

<nodes>Parents: topology

Attributes: list

The nodes element provides a list of specific addresses for OPMN servers in the same cluster asthe local OPMN server. The local OPMN server is included in the list. Multiple nodes elementsmay be configured.

Example:

<topology> <nodes list="adc2170731:6712,dadvmn0429:6712"/></topology>

service-failover="num"Valid Values: An integer value > 0

A process-type may be configured as a service-failover (if num is not zero), whichrepresents a process that exists num times somewhere in the cluster when it is up. Theimplementation is limited such that only one process of this type will run on a single instance,and so the maximum number of processes for a specific service-failover in the cluster cannever be more than the number of participating instances in the cluster. If the value of num isgreater than the number of instances participating in this service-failover in the clusterand the service-failover is active (it has been started), then each participant added to thecluster will automatically start its service-failover process until the total number clusterwide is num.

A service-failover process can run on any instance participating in the service, which meanseach instance must have the service configured with the same ias-component id, process-

opmn.xml Common Configuration 297

type id and process-set id. To target the service itself, a request must specify both theias-component and the process-type (it can also include the process-set).

A service-failover process-type can have only one process-set. Because the numberof processes for a failover service is always 1, this process-set cannot specify numprocs,minprocs, or maxprocs.

A service-failover can be specified as a dependency (like any managed-process) or canspecify dependencies. If specified as a dependency, the dependency check for a service-failover will evaluate true as soon as one process of this type is active anywhere in the cluster,regardless of the configured value for num.

Example:

<ias-component id="<Essbase-Cluster-Name>"> <process-type id="EssbaseAgent" module-id="ESS" service-failover="1" service-weight="101"> <environment> <variable id="EPM_ORACLE_HOME" value="<Oracle Home-Location>”> </environment> ... </process-type></ias-component>

service-weight="value"Default: 100

Valid Values: An integer value > 0

The instances that run the actual service-failover processes are selected based upon theconfigured (or default) service-weight value. Instances with higher weights are selected overinstances with lower weights. If a set of instances have the same weight for a service, then theconfigured number of instances are selected from the set to run the processes.

The service-weight attribute can only be specified if the service-failover attribute is setto a nonzero value.

Example:

<ias-component id="<Essbase-Cluster-Name>"> <process-type id="EssbaseAgent" module-id="ESS" service-failover="1" service-weight="101"> <environment> <variable id="EPM_ORACLE_HOME" value="<Oracle Home-Location>”> </environment> ... </process-type></ias-component>

restart-on-deathParents: <process-set>

Valid Values: true or false


If a managed process terminates unexpectedly, that is, is not stopped by a request, then OPMNwill not automatically restart it.

Example:

<ias-component id="<Essbase-Cluster-Name>"> <process-type id="EssbaseAgent" module-id="ESS" service-failover="1" service-weight="101"> <environment> ... </environment> <process-set id="AGENT" restart-on-death="true"> <module-data> <category id="start-parameters"> <data id="start-executable" value="$ESSBASEEXE"/> <data id="agent-port" value="1423"/> <data id="start-args" value="-b"/> </category> ... </module-data> </process-type></ias-component>

start/stop/restart timeoutParents: <process-set>

Valid Values: An integer > 0 and < 3600

A timeout value can be configured for each action.

Example:

<ias-component id="<Essbase-Cluster-Name>"> <process-type id="EssbaseAgent" module-id="ESS" service-failover="1" service-weight="101"> <environment> ... </environment> <start timeout="600" retry="2" /> <stop timeout="600"/> <restart timeout="600" retry="2" /> </process-type></ias-component>

opmn.xml Common Configuration 299

IAccessibility

In This Appendix

Enabling Accessibility for EPM System Installer and EPM System Configurator .. . . . . . . . . . . . . . . . . . 301

Using Keyboard Equivalents .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 302

Enabling Accessibility for EPM System Installer andEPM System ConfiguratorTo use an accessible version of EPM System Installer and EPM System Configurator, launchEPM System Installer and EPM System Configurator in console mode.

ä To use an accessible version of EPM System Installer:

1 Launch EPM System Installer in console mode:

l (Windows) From a Windows console, change to the root directory to which youextracted the EPM System Installer files and type installTool.cmd -console.

l (UNIX) Change to the root directory to which you extracted the EPM System Installerfiles and type ./installTool.sh -console.

Tip: If you are using JAWS screen reader software and want to interrupt reading of largetext blocks (for example, the list of assemblies or Welcome text in EPM SystemInstaller), press Ctrl. To re-read a prompt line, press Insert + Up Arrow or DownArrow. To re-read an entire dialog box, press Ctrl + 5.

2 For each prompt, type the number beside the selection you want. In some cases, you are also promptedto enter text.

Tip: You can press Enter to accept the default selection and move to the next prompt. Thedefault selection is enclosed in square brackets at the end of the prompt, for example:Press 0 for Help, 1 for Next, 2 to Cancel or 3 to Redisplay [1]. Inthis case, pressing Enter selects option 1 for Next.

ä To use an accessible version of EPM System Configurator:

1 Launch EPM System Configurator in console mode:

Enabling Accessibility for EPM System Installer and EPM System Configurator 301

l (Windows) From a Windows console, change to EPM_ORACLE_HOME/common/config/version_number, and then enter configtool.bat -console.

l (UNIX) Change to EPM_ORACLE_HOME/common/config/version_number and thenenter ./configtool.sh —console

2 For each prompt, type the number beside the selection you want. In some cases, you are also promptedto enter text.

Tip: You can press Enter to accept the default selection and move to the next prompt. Thedefault selection is enclosed in square brackets at the end of the prompt, for example:Press 0 for Help, 1 for Next, 2 to Cancel or 3 to Redisplay [1]. Inthis case, pressing Enter selects option 1 for Next.

Using Keyboard EquivalentsWhen you are using EPM System Installer and EPM System Configurator in console mode, thecommand line prompts you to enter numbers to specify your choices.

Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition andOracle's Hyperion Enterprise Performance Management System Configurator have thefollowing types of prompts:

l Choice prompt. For example: Your choice:[3]

l Navigation prompt. For example: Press 0 for Help, 1 for Previous, 2 for Next, 3 to Cancelor 4 to Redisplay [2]

l Product selection prompt. For example: 0:Select, 1:Deselect, 2:Expand, 3:Cancel

l Yes or no prompt. For example: 0:Yes, 1:No [0]

Table 102

Shortcut Description

0l At a navigation prompt – Help. When prompted, you can type 0 to get Help. Help displays in the Console window.

l At a product selection prompt – Select

l At a yes or no prompt – Yes

1l At a navigation prompt – Previous (in most cases)

l At a product selection prompt – Deselect

l At a yes or no prompt – No

2l At a navigation prompt – Next (in most cases)

l At a product selection prompt – Expand

3l At a navigation prompt – Cancel (in most cases)

l At a product selection prompt – Cancel

4l At a navigation prompt – Redisplay (in most cases) or Load, Save

302 Accessibility

Shortcut Description

Enter Accept the default selection and move to the next prompt.

The default selection is enclosed in square brackets at the end of the prompt, for example: Press 0 for Help, 1 forNext, 2 to Cancel or 3 to Redisplay [1]. In this case, pressing Enter selects option 1 for Next.

Note: If you are using JAWS® Screen Reading Software, we recommend using the InternetExplorer browser.

Using Keyboard Equivalents 303

304 Accessibility

Glossary

active-active high availability system A system in which all the

available members can service requests, and no member is

idle. An active-active system generally provides more

scalability options than an active-passive system. Contrast

with active-passive high availability system.

active-passive high availability system A system with active

members, which are always servicing requests, and passive

members that are activated only when an active member

fails. Contrast with active-active high availability system.

application server cluster A loosely joined group of

application servers running simultaneously, working

together for reliability and scalability, and appearing to

users as one application server instance. See also vertical

application cluster and horizontal application cluster.

assemblies Installation files for EPM System products or

components.

backup A duplicate copy of an application instance.

cluster An array of servers or databases that behave as a

single resource which share task loads and provide failover

support; eliminates one server or database as a single point

of failure in a system.

cluster interconnect A private link used by a hardware cluster

for heartbeat information, to detect node failure.

cluster services Software that manages cluster member

operations as a system. With cluster services, you can define

a set of resources and services to monitor through a

heartbeat mechanism between cluster members and to

move these resources and services to a different cluster

member as efficiently and transparently as possible.

EPM Oracle home A subdirectory of Middleware home

containing the files required by EPM System products. The

EPM Oracle home location is specified during installation

with EPM System Installer.

external authentication Logging on to Oracle EPM System

products with user information stored outside the

application. The user account is maintained by the EPM

System, but password administration and user

authentication are performed by an external service, using

a corporate directory such as Oracle Internet Directory

(OID) or Microsoft Active Directory (MSAD).

failover The ability to switch automatically to a redundant

standby database, server, or network if the primary

database, server, or network fails or is shut down. A system

that is clustered for failover provides high availability and

fault tolerance through server redundancy and fault-

tolerant hardware, such as shared disks.

hardware cluster A collection of computers that provides a

single view of network services (for example, an IP address)

or application services (such as databases and Web servers)

to clients of these services. Each node in a hardware cluster

is a standalone server that runs its own processes. These

processes can communicate with one another to form what

looks like a single system that cooperatively provides

applications, system resources, and data to users.

high availability A system attribute that enables an

application to continue to provide services in the presence

of failures. This is achieved through removal of single points

of failure, with fault-tolerant hardware, as well as server

clusters; if one server fails, processing requests are routed to

another server.

horizontal application server cluster A cluster with application

server instances on different machines.

identity A unique identification for a user or group in

external authentication.

installation assemblies Product installation files that plug in

to EPM System Installer.

Glossary 305

Java application server cluster An active-active application

server cluster of Java Virtual Machines (JVMs).

lifecycle management The process of migrating an

application, a repository, or individual artifacts across

product environments.

load balancer Hardware or software that directs the requests

to individual application servers in a cluster and is the only

point of entry into the system.

load balancing Distribution of requests across a group of

servers, which helps to ensure optimal end user

performance.

locale A computer setting that specifies a location's

language, currency and date formatting, data sort order, and

the character set encoding used on the computer. Essbase

uses only the encoding portion. See also encoding,

ESSLANG.

logical Web application An aliased reference used to identify

the internal host name, port, and context of a Web

application. In a clustered or high-availability environment,

this is the alias name that establishes a single internal

reference for the distributed components. In EPM System,

a nonclustered logical Web application defaults to the

physical host running the Web application.

managed server An application server process running in its

own Java Virtual Machine (JVM).

Middleware home A directory that includes the Oracle

WebLogic Server home and can also include the EPM Oracle

home and other Oracle homes. A Middleware home can

reside on a local file system or on a remote shared disk that

is accessible through NFS.

migration The process ofcopying applications, artifacts, or

users from one environment or computer to another; for

example, from a testing environment to a production

environment.

migration log A log file that captures all application migration

actions and messages.

migration snapshot A snapshot of an application migration

that is captured in the migration log.

native authentication The process of authenticating a user

name and password from within the server or application.

Oracle home A directory containing the installed files

required by a specific product, and residing within the

directory structure of Middleware home. See also

Middleware home.

permission A level of access granted to users and groups for

managing data or other users and groups.

provisioning The process of granting users and groups

specific access permissions to resources.

proxy server A server acting as an intermediary between

workstation users and the Internet to ensure security.

relational database A type of database that stores data in

related two-dimensional tables. Contrast with

multidimensional database.

repository Storage location for metadata, formatting, and

annotation information for views and queries.

restore An operation to reload data and structural

information after a database has been damaged or

destroyed, typically performed after shutting down and

restarting the database.

role The means by which access permissions are granted to

users and groups for resources.

security agent A Web access management provider (for

example, Oracle Access Manager, Oracle Single Sign-On, or

CA SiteMinder) that protects corporate Web resources.

security platform A framework enabling Oracle EPM System

products to use external authentication and single sign-on.

shared disks See shared storage.

Shared Services Registry The part of the Shared Services

repository that manages EPM System deployment

information for most EPM System products, including

installation directories, database settings, computer names,

ports, servers, URLs, and dependent service data.

shared storage A set of disks containing data that must be

available to all nodes of a failover cluster; also called shared

disks.

silent response files Files providing data that an installation

administrator would otherwise be required to provide.

Response files enable EPM System Installer or EPM System

Configurator to run without user intervention or input.

306 Glossary

single point of failure Any component in a system that, if it

fails, prevents users from accessing the normal

functionality.

single sign-on (SSO) The ability to log on once and then access

multiple applications without being prompted again for

authentication.

token An encrypted identification of one valid user or group

on an external authentication system.

upgrade The process of replacing a software release with a

newer release. The term upgrade does not apply to installing

a maintenance release. See also maintenance release,

migration.

user directory A centralized location for user and group

information, also known as a repository or provider.

Popular user directories include Oracle Internet Directory

(OID), Microsoft Active Directory (MSAD), and Sun Java

System Directory Server.

vertical application server cluster A cluster with multiple

application server instances on the same machine.

WebLogic Server home A subdirectory of Middleware home

containing installed files required by a WebLogic Server

instance. WebLogic Server home is a peer of Oracle homes.

Glossary 307

308 Glossary

Index

AAdministration Services

application serverUNIX startup scripts, 215Windows service names, 215

installation folders, 260postconfiguration tasks, 176starting, 215

ais.cfg file, 216application server deployment

redeploying, 237time changes, 147WebLogic, 126

ARBORPATH, 136, 137assemblies, 23, 29, 30. See also installation assembliesauditing license compliance, 247

CCalculation Manager

installation folders, 256launching from EPM Workspace, 228starting, 219UNIX startup script, 219Windows Service Name, 219Windows startup script, 219

Capital Asset Planning, 122checklist

installing, 17Disclosure Management client

installing, 101client/server compatibility, Essbase, 277cluster configuration, 112clustering, 127

configuration sequence, 112Essbase, 138, 172Essbase Server, 114Web applications in a manual deployment, 164

Web applications in an automatic deployment,113

common settings, 128configuration, 167. See also postconfiguration tasksconfiguration sequence

clustering, 112distributed environment, 112overview, 111single machine, 112SSL, 115

configuring, 127, 237. See also reconfiguringclusters for Planning, 142command line, 155common settings, 128database, 122, 124Essbase, 135, 269Essbase multiple instances, 140FDM, 154Financial Close Management, 154Financial Management, 144logs, 157overview, 105Performance Management Architect, 133Performance Scorecard, 152Planning, 142prerequisites, 107procedure, 118product options, 122Reporting and Analysis, 141sequence, 111Shared Services registration, 129silent, 155SSL, 128Strategic Finance, 153task selection, 121task summary, 116troubleshooting, 157Web server, 132

A C D E F H I J L M N O P R S T U V W X Z

Index 309

WebLogic deployment, 126connection pooling, 283corporate user directories, 206

DData Management

installation assemblies, 76Data Relationship Management

default URLs, 228installation folders, 268postconfiguration tasks, 201repository passwords, 240starting, 226Windows service names, 226

database configuration, 122advanced options, 124Shared Services, 129

database connection pooling, 283databases

reconfiguring, 238rehosting, 238

databases for repositoriesstarting, 206

DCOM, 144default URLs, 228dependencies

EPM System software, 25deploying Web applications manually, 159deployment

verifying, 233WebLogic, 126

diagnostics, 231Disclosure Management

installation folders, 266starting, 225Windows service name, 225Windows startup script, 225

DISPLAY variable, 293distributed installation, 89documentation, 19downloading

documentation, 19installation files, 23

EE-delivery, 23

EPM Oracle Home, 94EPM Oracle home, 250EPM System Diagnostics, 231EPM System products

overview, 15EPM Workspace

default URLs, 228installation folders, 254postconfiguration tasks, 169

epmsys_registry utility, 287ERP Integrator

installation folders, 267postconfiguration tasks, 200starting, 227Windows service names, 227

error logsconfiguration, 120diagnostics, 232installation, 99, 253troubleshooting, 157uninstalling, 244

Essbaseclustering, 138, 172installation assemblies, 36postconfiguration tasks, 171standalone mode, 156

Essbase ServerOPMN overview, 20

Essbase Serverconfiguring, 135configuring multiple instances, 140installation folders, 256legacy security, 137starting, 212starting with OPMN, 212UNIX startup script, 212

Essbase Studioinstallation folders, 258postconfiguration tasks, 176starting, 216UNIX startup scripts, 216Windows startup scripts, 216

essbase.cfg file, 136ESSLANG , 137, 138

Ffailover


310 Index

Essbase Server, 114FDM

configuring, 154default URLs, 228installation folders, 267postconfiguration tasks, 200repository passwords, 240starting, 227Windows service names, 227

Financial Close Managementconfiguring, 154starting, 225UNIX startup scripts, 225Windows service name, 225Windows startup script, 225

Financial Close Managemente-mail notifications

language settings, 200installation folders, 266postconfiguration tasks, 186

Financial Managementapplication server

Windows service names, 222configuring, 144database connection pooling, 283DCOM configuration, 144installation folders, 263launching from EPM Workspace, 228postconfiguration tasks, 184starting, 221, 222Windows service names, 221

Financial Performance Management Applicationsinstallation assemblies, 58

Financial Reportingapplication server

UNIX startup script, 218Windows service names, 218


Foundation Servicesapplication server


installation assemblies, 30starting, 207

Hhyperionenv.doc, 256

IIBM AIX

setting user limits on 64-bit platforms, 172installation

validating, 231installation assemblies, 23

Data Management, 76downloading, 23Essbase, 36Financial Performance Management Applications,

58Foundation Services, 30Reporting and Analysis, 43

installation checklist, 17installation documentation, 19installation files, preparing, 23installation folders

Administration Services, 260Calculation Manager, 256Data Relationship Management , 268Disclosure Management, 266EPM Workspace, 254ERP Integrator , 267Essbase, 256Essbase Studio, 258FDM, 267Financial Close Management, 266Financial Management, 263Integration Services, 259Performance Management Architect, 255Performance Scorecard, 264Planning, 263Profitability and Cost Management, 265Provider Services, 261Reporting and Analysis, 262Shared Services, 253Smart View, 256Strategic Finance, 265

installation prerequisites, 83Financial Close Management, 85Oracle HTTP Server, 84

installingby component, 95, 96by tier, 95, 96


Index 311

cancelling, 99Disclosure Management client, 101destination, 94distributed environment, 89logs, 99procedure, 91sequence, 88silent, 99, 100, 101Smart View, 101Spreadsheet Add-in, 101types, 95

instance. See clusteringIntegration Services

installation folders, 259postconfiguration tasks, 175starting, 215UNIX startup script, 215Windows service names, 215

Interactive Reportingstarting and stopping, 208

interface datasources, 133changing passwords, 239

JJDBC URL, 124JDBC URL attributes, 279JDBC URLs, 124JVMMODULELOCATION, 269, 270

Llegacy security, Essbase Server, 137license compliance, 247logs

configuration, 120, 157diagnostics, 232installation, 99, 253Oracle HTTP Server, 85uninstalling, 244

Mmanual deployment, 159Microsoft SQL Server Windows Authentication, 124Middleware Home, 94

Nnew installation, 95

OODBC URL attributes, 279OPMN

failover for Essbase, 172overview and roadmap, 20starting Essbase Server, 212

Oracle HTTP Serverinstallation logs, 85

Oracle HTTP Server Web serverUNIX startup script, 209Windows service names, 209

Oracle HTTP Server installation prerequisites, 84Oracle RAC, 123, 124, 130, 279Oracle SOA Suite installation prerequisites, 85

Ppasswords

changing, 238Performance Management Architect

application serverWindows service names, 211

configuring, 133Data Synchronizer application server

Windows service names, 212installation folders, 255interface datasource password, 239launching from EPM Workspace, 228postconfiguration tasks, 170starting, 210Web services

Windows service name, 211, 223Windows service names, 210

Performance Scorecardapplication server


configuring, 152default URLs, 228installation folders, 264launching from EPM Workspace, 228postconfiguration tasks, 185starting, 223

Performance Scorecard Alerter


312 Index

application serverUNIX startup script, 224Windows service names, 224

Planningapplication server


applications password, 239clustering, 142, 143configuring, 142installation folders, 263launching from EPM Workspace, 228postconfiguration tasks, 183starting, 220

ports, 241. See also SSL portreconfiguring, 241

postconfiguration tasks, 167Administration Services, 176Data Relationship Management , 201EPM Workspace, 169ERP Integrator , 200Essbase, 171Essbase Studio, 176FDM, 200Financial Close Management, 186Financial Management, 184general tasks, 167Integration Services, 175Performance Management Architect, 170Performance Scorecard, 185Planning, 183Profitability and Cost Management, 186Reporting and Analysis, 177Shared Services, 168Strategic Finance, 185

prerequisites, 23configuration, 107installation, 83

Oracle HTTP Server, 84Oracle SOA Suite, 85

installation and configuration, 16product dependencies, 25product options, 122Profitability and Cost Management

postconfiguration tasks, 186Profitability and Cost Management

installation folders, 265

launching from EPM Workspace, 228starting, 224UNIX startup scripts, 224Windows service name, 224Windows startup script, 224

Provider Servicesapplication server


installation folders, 261starting, 217

RRAC, 123, 130, 279reconfiguring, 237

passwords, 238ports, 241SSL, 237

redeploying, 237registration, Shared Services, 129registry. See Shared Services Registryrehosting

databases, 238reinstalling, 95

procedure, 91Reporting and Analysis

configuring, 141installation assemblies, 43installation folders, 262launching from EPM Workspace, 228postconfiguration tasks, 177

Reporting and Analysis Frameworkapplication server


starting, 204, 207, 208repository passwords, changing, 238response files

silent configuration, 155silent installation, 100, 101

Ssecurity

hardening, 168sequence

configuring, 111


Index 313

installing, 88Essbase Server

clustering, 114server/client compatibility, Essbase, 277service names. See Windows service namessetEssbaseEnv.cmd, 256Shared Services

installation folders, 253postconfiguration tasks, 168

Shared Services Consoledefault URLs, 228

Shared Services Registry, 106, 129editing, 287

silent configuration, 155response files, 155

silent installation, 100, 101response file, 99

silent uninstallation, 245Smart View

installation folders, 256installing, 101

SOA serverstarting, 109

Spreadsheet Add-ininstalling, 101

SSL, 131. See also SSL portconfiguration sequence, 115configuring, 128enabling, 131OPMN, 172reconfiguring, 237

SSL configuration, 115SSL port

WebLogic, 126standalone mode for Essbase, 156start script, 203start scripts

manually deployed Web applications, 163start.bat file, 203starting products

script, 203start order, 204

startup dependencies, 203stop script, 203stop.bat file, 203stopping products, 203Strategic Finance

configuring, 153installation folders, 265postconfiguration tasks, 185starting, 222Windows service names, 222

Strategic Finance for Banking, 122

Ttask selection, configuration, 121troubleshooting, 157, 231

Uundeploying, 243uninstalling, 243

silent, 245UNIX startup scripts, 203

Reporting and Analysis Framework applicationserver, 207, 215

Calculation Manager, 219Essbase Studio Server, 216Financial Close Management, 225Financial Reporting, 218Financial Reporting application server, 218Foundation Services application server, 207Integration Services, 215Interactive Reporting, 208Oracle HTTP Server Web server, 209Performance Scorecard Alerter application server,

224Performance Scorecard application server, 223Planning application server, 220Profitability and Cost Management, 224Provider Services application server, 217Essbase Server, 212Web Analysis application server, 219

URLs, default, 228user limits

64–bit AIX, 172

Vvalidating installation, 231verifying deployment

WebLogicAdministration Services, 234Calculation Manager, 234Disclosure Management, 234


314 Index

EPM Workspace, 233ERP Integrator, 234Financial Close Management, 234Financial Management, 234Financial Reporting, 234Performance Management Architect, 234Performance Scorecard, 234Planning, 234Production Reporting, 234Profitability and Cost Management, 234Provider Services, 235Shared Services, 233Web Analysis, 234

WWeb Analysis

application serverUNIX startup script, 219Windows service names, 219

Web application serverclustering, 127redeploying, 237

Web applicationsclustering in a manual deployment, 164clustering in an automatic deployment, 113deploying in a distributed environment, 89manually deploying, 159

Web serverconfiguring, 132

WebLogicdeployment, 126manually deploying, 159

Windows service names, 203Reporting and Analysis Framework application

server, 207, 211, 215Calculation Manager, 219Data Relationship Management, 226Disclosure Management, 225ERP Integrator, 227FDM, 227Financial Close Management, 225Financial Management, 221Financial Management application server, 222Financial Reporting, 218Financial Reporting application server, 218Foundation Services application server, 207Integration Services, 215

Oracle HTTP Server Web server, 209Performance Management Architect, 210Performance Management Architect Data

Synchronizer application server, 212Performance Management Architect Web services,

211, 223Performance Scorecard application server, 223Performance Scorecard Alerter application server,

224Planning application server, 220Profitability and Cost Management, 224Provider Services application server, 217Strategic Finance, 222Web Analysis application server, 219

Windows startup scriptsAdministration Services, 215Calculation Manager, 219Disclosure Management, 225Essbase Server, 212Essbase Studio Server, 216Financial Close Management, 225Foundation Services , 207Integration Services, 215Interactive Reporting, 208Oracle HTTP Server Web server , 209Profitability and Cost Management, 224Provider Services, 217Reporting and Analysis, 218Reporting and Analysis Framework, 204, 207, 208

Workforce Planning, 122

XXvfb

for AIX 5L, 291for Enterprise Linux, 292for HP-UX, 293for Solaris 10, 292for Solaris 9, 291setting the display, 293

Zzip files, 29

downloading, 23


Index 315


316 Index

Epm Install (1)

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