Oracle Fusion Applications Installation Workbook

Completion ChecklistComplete each tab of this workbook as directed. Use the table below to track completion of each worksheet.Worksheet (click each for direct link)

Cell Color ReferenceThese cell colors are used throughout the workbook to help guide your input.Cell FormatFixed value

Sample value or instructionsDefault value

11g Release 8 (11.1.8) | Part number E49221-01 | December, 2013

EnvironmentProvisioningTopologyNetwork - Virtual HostsNetwork - PortsStorageDatabaseIdentify ManagementSSL and Certificates

Oracle Fusion Applications Installation Workbook

Complete each tab of this workbook as directed. Use the table below to track completion of each worksheet.Completed by:

These cell colors are used throughout the workbook to help guide your input.Input instructions

No Action required - should not be changed Input requiredInput required - sample value or instructions providedInput required - default value providedInput required - applies only to highly-available environments

Release 8 (11.1.8) | Part number E49221-01 | December, 2013

Environment InfoNameCompany NameEnvironment Type (select from list)FA VersionInstall TypeDomain nameIDM Topology TypeFA Topology TypeLoad Balancer/Reverse Proxy

Email ServerSettingSMTP Server HostSMTP Server PortSMTP Server SecuritySMTP Username

Web Proxy SettingProxy HostProxy PortSecure Proxy (Yes/No)Proxy ExceptionsProxy Username

Valuee.g. My Company

e.g. Dev, QA, Prode.g. mycompany.com

Value

Value

Fusion Applications OfferingsFamilyCRM

Finance

HCM

SCM

Customer Data HubEnterprise ContractsFusion Accounting HubIncentive Compensation

Identity Management ProductsProductOIDOVDODSMSOAOIMOAMOIFOHSOAM WebGate

Patches and Patch BundlesAdd extra lines as necessaryUse the Notes column for information like: patch location, ORACLE_HOME is must be applied to, manual post-patch steps, when to apply, etc.Patch Number

Post-Install TasksAdd extra lines as necessaryProduct FamilyAll Product Families

All Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesAll Product FamiliesCRM, Marketing onlyCRM, Marketing onlyCRM, All OfferingsCRM, Sales OnlyCRM, All Offerings

FinancialsFinancialsFinancialsFinancialsFinancialsFinancialsAccounting Hub

Financials &Accounting Hub

HCMHCMHCMIncentive CompensationProjectsSCMAll Product Families

YesNo

Fusion Applications OfferingsOfferingMarketingSalesFinancialsProcurementProjectsWorkforce DeploymentWorkforce DevelopmentCompensation ManagementProduct ManagementOrder OrchestrationMaterial, Management & Logistics

Identity Management ProductsInstall?YesYesYesYesYesYesYesYesYes

Patches and Patch Bundles

Use the Notes column for information like: patch location, ORACLE_HOME is must be applied to, manual post-patch steps, when to apply, etc.Notes

Post-Install taskApplying Patches to Your New Environment

Upgrading LDAP Users for Single Sign-onAdding Privileges to IDStore and Policy Store EntitiesUpdating the MDS Schema Database StatisticsSetting Up NotificationsSetting Up Global SearchSetting Up Privacy StatementConfiguring Oracle User Productivity Kit In-Application SupportReviewing and Configuring Diagnostic Logging Settings and Diagnostic Implementing Compliance RulesConfiguring the Oracle HTTP Server with Custom CertificatesSetting up Backup for Fusion ApplicationsSetting up Oracle Enterprise Manager Cloud Control to Monitor and ManUpdating Identity Management HTTP Server Runtime ParametersPost-Provisioning Steps for Oracle Access ManagerConfiguring Oracle Identity FederationConfiguring Identity Integration with Active DirectorySetting Up the Identity Management Node Manager for SSLInstalling and Configuring Oracle Business Intelligence ApplicationsConfiguring Oracle Transactional Business IntelligenceSetting Up Report Delivery ServersSetting Up Oracle ADF Desktop IntegrationConfiguring Oracle Data Integrator StudioSetting Up the Oracle Business Intelligence Administration ToolPerforming Optional Language InstallationsScaling OutSetting Up Server MigrationSetting Up Segregation of DutiesConfiguring Presence ServersConfiguring Audit Trails for Oracle Fusion MiddlewareInstalling Print ServersConfiguring Oracle HTTP Server for Privileged PortInstalling and Configuring the Bounce Handling DaemonSetting Up SMS MarketingSetting up Informatica Identity Resolution for Data QualitySetting Up Sales Prediction EngineSetting Up Implicit Personalization Behavior

Setting Up the Financial Reporting Center

Setting Up Oracle Document Capture and Oracle Forms RecognitionOracle Fusion Advanced Collections DunningEnabling Encryption of Sensitive Payment InformationConfiguring Communication Channel to a Payment System Configuring Oracle B2B Inbound Flow to Receive Supplier Invoices in XSetting Up Oracle B2B to Send Receivables Transactions in XML Integrating with Other Products

Recommended Memory Requirement for HCM Workforce Reputation MaSetting Up Oracle Fusion HCM CoexistenceCreating an ISAM Vertex DatabaseIntegrating Oracle Fusion Incentive Compensation with Geo Map ServerConfiguring Oracle Fusion Project Portfolio Management Integration wiInstalling Oracle Enterprise Data Quality for Product Data Oracle DataLCompleting Common User Setup Tasks

Install ? (enter Yes)

Use the Notes column for information like: patch location, ORACLE_HOME is must be applied to, manual post-patch steps, when to apply, etc.

Doc Section Yes/ No Notes15.2 Yes

15.3 Yes15.4 Yes15.5 Yes15.6 Yes16.216.316.416.516.616.716.816.916.10.116.10.216.10.316.10.416.10.516.1116.1216.1316.1416.1516.1616.17 Specify languages here16.1816.1916.2016.2116.2216.2316.2417.117.217.317.417.5 Yes

18.118.218.318.418.518.618.719.2

20.120.220.321.122.123.124.3 Yes

Include all servers that are part of the FA environment, including databases, identity management, and FA. Include also scale-out/HA/RAC nodesAdd extra lines as necessary

Node # Real Host Name12345678910

Component AssignmentThe table below is suitable for the FA topologies "One host for all domains" and "One host per domain".If you choose the topology "One host per application and middleware component" please modify the table accordinglyNode # Component

FA DBIDM DBOID DBFA DW DBIDM DirectoryIDM Identity and AccessIDM WebTierFA Common DomainFA CRM DomainFA Financials DomainFA HCM DomainFA IC DomainFA Procurement DomainFA Projects DomainFA Supply Chain DomainFA Business Intelligence DomainFA WebTier

Topology (add more nodes as needed)

Include all servers that are part of the FA environment, including databases, identity management, and FA. Include also scale-out/HA/RAC nodes

Abstract Host Name IP Address

The table below is suitable for the FA topologies "One host for all domains" and "One host per domain".If you choose the topology "One host per application and middleware component" please modify the table accordingly

HA/Scale-out Node #

FA Business Intelligence Domain

Include all servers that are part of the FA environment, including databases, identity management, and FA. Include also scale-out/HA/RAC nodes

OS # of CPUs

RAM DMZ (Yes/No)

WebTier Virtual Host ModeComponent Mode (Name, Port or IP-based)IDM WebTier Name-basedFA WebTier

Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Component FA WebTier Internal NameFinancial e.g. fin-int.mycompany.comProjects e.g. prj-int.mycompany.comProcurement e.g. prc-int.mycompany.comSupplier Portal e.g. prc-supplierportal-int.mycompany.comIC e.g. ic-int.mycompany.comCommon e.g. fs-int.mycompany.comCRM e.g. crm-int.mycompany.comSCM e.g. scm-int.mycompany.comHCM e.g. hcm-int.mycompany.comBI e.g. bi-int.mycompany.com

Component IDM WebTier Internal NameIDM Same as hostname; cannot be changedIDM Admin Same as hostname; cannot be changed

Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Component Internal NameFinancial e.g. fin-internal.mycompany.comProjects e.g. prj-internal.mycompany.comProcurement e.g. prc-internal.mycompany.comSupplier Portal e.g. prc-supplierportal-internal.mycompany.comIC e.g. ic-internal.mycompany.comCommon e.g. fs-internal.mycompany.comCRM e.g. crm-internal.mycompany.comSCM e.g. scm-internal.mycompany.comHCM e.g. hcm-internal.mycompany.comBI e.g. bi-internal.mycompany.comIDM e.g. idminternal.mycompany.comIDM Admin e.g. idmadmin.mycompany.com

Component HostnameOID Identity Store (OID) Same as Policy Store; cannot be changed

FA WebTier Virtual Hosts - Point at the FA WebTier

IDM WebTier Virtual Hosts - Point at the IDM WebTier

HTTP LBR Endpoints - Point at the External LBR (only needed when using LBR)

LDAP Endpoints - Point at the IDM Directory Tier (non-HA) or Internal LBR (HA)

Policy Store (OID) e.g. policystore.mycompany.comIdentity Store (OVD) e.g. idstore.mycompany.com

Component HostnameUCM e.g. commonucmlbr.mycompany.com

Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Component Virtual HostnameIDMDomain AdminServer e.g. idmadminvh.mycompany.comFinancialDomain AdminServere.g. finadminvh.mycompany.comProjects AdminServer e.g. prjadminvh.mycompany.comProcurement AdminServer e.g. prcadminvh.mycompany.comICDomain AdminServer e.g. icadminvh.mycompany.comCommonDomain AdminServere.g. commonadminvh.mycompany.comCRMDomain AdminServer e.g. crmadminvh.mycompany.comSCMDomain AdminServer e.g. scmadminvh.mycompany.comHCMDomain AdminServer e.g. hcmadminvh.mycompany.comBIDomain AdminServer e.g. biadminvh.mycompany.com

Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.For additional N scale-out nodes, add "Virtual Host N" and "Virtual IP N" columns as appropriateComponent Virtual Hostname 1IDMDomain SOA Server e.g. idmsoavh1.mycompany.comIDMDomain OIM Server e.g. idmoimvh1.mycompany.comFinancialDomain SOA Server e.g. finsoavh1.mycompany.comProjects SOA Server e.g. prjsoavh1.mycompany.comProcurement SOA Server e.g. prcsoavh1.mycompany.comICDomain SOA Server e.g. icsoavh1.mycompany.comCommonDomain SOA Server e.g. commonsoavh1.mycompany.comCRMDomain SOA Server e.g. crmsoavh1.mycompany.comSCMDomain SOA Server e.g. scmsoavh1.mycompany.comHCMDomain SOA Server e.g. hcmsoavh1.mycompany.comBIDomain Server e.g. bivh1.mycompany.com

UCM LBR Endpoint - Point at the Internal LBR (only needed for HA)

AdminServer Virtual Hosts/VIPs - Point at each WebLogic Domain AdminServer (only needed for HA except for IDMDomain, needed for all Enterprise topologies)

Managed Server Virtual Hosts/VIPs - Point at each Managed Server (only needed for HA and Server Migration, except for IDMDomain, needed for all Enterprise topologies)

Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Internal NaInternal Port FA WebTier External NameDNS 10603 e.g. fin-ext.mycompany.comDNS 10605 e.g. prj-ext.mycompany.comDNS 10607 e.g. prc-ext.mycompany.comDNS 10609 e.g. prc-supplierportal-ext.mycompany.coDNS 10611 e.g. ic-ext.mycompany.comDNS 10613 e.g. fs-ext.mycompany.comDNS 10615 e.g. crm-ext.mycompany.comDNS 10617 e.g. scm-ext.mycompany.comDNS 10619 e.g. hcm-ext.mycompany.comDNS 10621 e.g. bi-ext.mycompany.com

Internal NaInternal Port IDM WebTier External NameDNS 7777 Same as hostname; cannot be changedDNS 7777

Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Internal NaInternal Port Internal IP EndpointDNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80DNS 80

Name ResolPort SSL PortSame as PolSame as Policy Store; Same as Policy Store; cannot be changed

Point at the External LBR (only needed when using LBR)

Point at the IDM Directory Tier (non-HA) or Internal LBR (HA)

Hosts 3060 3131Hosts 6501 7501

Name ResolPort IP Endpoint6300

Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.Virtual IP

Certain components may not be installed depending on the FA Offerings selected. You may remove those lines or leave them blank.For additional N scale-out nodes, add "Virtual Host N" and "Virtual IP N" columns as appropriate

Virtual IP 1 Virtual Hostname 2e.g. idmsoavh2.mycompany.come.g. idmoimvh2.mycompany.come.g. finsoavh2.mycompany.come.g. prjsoavh2.mycompany.come.g. prcsoavh2.mycompany.come.g. icsoavh2.mycompany.come.g. commonsoavh2.mycompany.come.g. crmsoavh2.mycompany.come.g. scmsoavh2.mycompany.come.g. hcmsoavh2.mycompany.come.g. bivh2.mycompany.com

Point at the Internal LBR (only needed for HA)

Point at each WebLogic Domain AdminServer (only needed for HA except for IDMDomain, needed for all Enterprise topologies)Name Resolution

Point at each Managed Server (only needed for HA and Server Migration, except for IDMDomain, needed for all Enterprise topologies)VH1 Name Resolution

External Name RExternal Port IP EndpointDNS 10604DNS 10606DNS 10608DNS 10610DNS 10612DNS 10614DNS 10616DNS 10618DNS 10620DNS 10622

External Name RExternal Port IP EndpointDNS 7777

External Name RExternal Name External Port External IP EndpointDNS e.g. fin.mycompany. 443DNS e.g. prj.mycompany. 443DNS e.g. prc.mycompany. 443DNS e.g. prc-supplierpor 443DNS e.g. ic.mycompany.c 443DNS e.g. common.mycom 443DNS e.g. crm.mycompany 443DNS e.g. scm.mycompany 443DNS e.g. hcm.mycompany 443DNS e.g. bi.mycompany.c 443DNS e.g. sso.mycompany. 443DNS N/A N/A N/A

IP EndpointSame as Policy Store; cannot be changed

Virtual IP 2DNSDNSDNSDNSDNSDNSDNSDNSDNSDNSDNS

Point at each WebLogic Domain AdminServer (only needed for HA except for IDMDomain, needed for all Enterprise topologies)

(only needed for HA and Server Migration, except for IDMDomain, needed for all Enterprise topologies)

VH2 Name Resolution

Identity Management Port NumbersComponent Port numberIDM Oracle HTTP Server 7777IDM Oracle HTTP Server SSL 4443IDMDomain AdminServer 7001IDMDomain OAM 14100IDMDomain OIM 14000IDMDomain ODSM 7005IDMDomain SOA 8001IDMDomain OIF 7499IDMDomain OAM AAA Server Port 5575IDM Node Manager 5556OVD Admin 8899OVD 6501OVD SSL 7501OID 3060OID SSL 3131

Fusion Applications Port NumbersComponent Port numberFusion Applications Base 7000FA Node Manager 5556Informatica Identity Resolution License Server 1601FA Oracle HTTP Server 10601FA Oracle HTTP Server SSL 10602

Second Port (Scale Out)77774443

N/A1410014000

7005800174995575555688996501750130603131

Shared StorageStorage

FA SharedIDM Shared

Install DirectoriesDirectoryIDM Provisioning Framework Location (IDMLCM_HOME)FA Provisioning Framework Location (FAPROV_HOME)FA Applications Base (APPLICATIONS_BASE)FA Applications Configuration Location (APLICATIONS_CONFIG)FA Local Applications Configuration Location (APPLICATIONS_LOCAL_CONFIGIDM Software Installation Location (IDM_BASE)IDM Shared Configuration Location (IDM_CONFIG)IDM Local Configuration Location (IDM_LOCAL_CONFIG)

InventoriesComponentIDM Provisioning FrameworkFA Provisioning FrameworkFAIDMFA DBIDM DBOID DBFA DW DB

Temporary Shared StorageStorage MountProvisioning Repository Location (REPOSITORY_LOCATION)Installers Directory LocationJAVA_HOMETemporary Shared Location (for backups, etc.)

Mount Point OS User Ownere.g. /u01/app/ e.g. oraclee.g. /u01/app/ e.g. oracle

Full Pathe.g. /u01/app/idmlcme.g. /u01/app/faprove.g. /u01/app/fae.g. /u01/app/fa/configleave blank if not using Local Configuratione.g. /u01/app/idme.g. /u01/app/idm/configleave blank if not using Local Configuration

Inventory Path Inventory Type (Central/Local)e.g. /u01/app/oraInventory_idmlcme.g. /u01/app/oraInventory_faprove.g. /u01/app/oraInventory_fae.g. /u01/app/oraInventory_idme.g. /u01/app/oraInventory_fadbe.g. /u01/app/oraInventory_idmdbe.g. /u01/app/oraInventory_oiddbe.g. /u01/app/oraInventory_dwdb

Full Pathe.g. /u01/app/repositorye.g. /u01/app/repository/installerse.g. /u01/app/repository/jdk6e.g. /u01/app/temp

OS Group Owner NFS Share / Windows Sharee.g. orainstall e.g. server:/export/app (Unix) or \\server\share\app (Windows)e.g. orainstall e.g. server:/export/app (Unix) or \\server\share\app (Windows)

NFS Parameters (Unix only)e.g. rw,noacl,rsize=32768,wsize=32768e.g. rw,noacl,rsize=32768,wsize=32768

FA Transactional DatabaseSetting

FA DB Datafiles LocationFA DB Service NameFA DB InstancesRCU APPLCP_FILE_DIRRCU APPLLOG_DIR

IDM DatabaseSetting

IDM DB Datafiles LocationIDM DB Service NameIDM DB InstancesIDM DB Prefix

OID Database (optional)SETTING

OID DB Datafiles LocationOID DB Service Name

FA Data Warehouse Database (optional)SETTING

FA DB Datafiles LocationFA DW DB Service NameFA DW DB Instances

FA DB Type (Single-node or RAC)FA DB Oracle Home (ORACLE_HOME)

RCU FUSIONAPPS_PROV_RECOVERY_DIR (OBIEE Backup Dir)RCU OTBI_DBINSTALL_DUMP_DIR (OTBI Dump File Directory)RCU FUSIONAPPS_DBINSTALL_DP_DIR (FA Dump File Directory)

IDM DB Type (Single-node or RAC)IDM DB Oracle Home (ORACLE_HOME)

OID DB Type (Single-node or RAC)OID DB Oracle Home ($ORACLE_HOME)

OID DB Instances

FA DW DB Type (Single-node or RAC)FA DW DB Oracle Home ($ORACLE_HOME)

Value

e.g. /u01/app/fadbe.g. /u01/app/fadb/oradata

Use host:port:sid format (e.g. fadbhost.mycompany.com:1521:fadb). List all instances

Value

e.g. /u01/app/idmdbe.g. /u01/app/idmdb/oradata

Use host:port:sid format (e.g. idmdbhost.mycompany.com:1521:idmdb). List all instancesFA

VALUE

e.g. /u01/app/oiddbe.g. /u01/app/oiddb/oradata

Use host:port:sid format (e.g. oiddbhost.mycompany.com:1521:oiddb). List all instances

VALUE

e.g. /u01/app/dwdbe.g. /u01/app/dwdb/oradata

Use host:port:sid format (e.g. dwdbhost.mycompany.com:1521:dwdb). List all instances

LDAPPropertyIdentity Store Realm DNLDAP User DNLDAP Group DNPolicy Store JPS Root DNFA JPS Root DN

IDM Provisioning FilesPropertyIDM Properties File LocationIDM Keystore File Location

OAMPropertyAccess Server IdentifierSecond Access Server IdentifierOAM Transfer ModeOAM Administrator User Name

Identity Store / Policy StorePropertyID Store Type (OID/OVD)ID Store Read-Write UsernameID Store Read-Only UsernameIDM Policy Store Read-Write UsernameIDM Policy Store Read-Only UsernameFA Policy Store Read-Write UsernameFA Policy Store Read-Only UsernameIDM Super User NameFA Super User NameFA Node Manager UsernameLDAP Password Expiration Interval (in number of days)

Valuedc=companyname,dc=comcn=Users,dc=companyname,dc=comcn=Groups,dc=companyname,dc=comcn=jpsrootcn=FAPolicies

Value

Not used in Release 8

Valuewls_oam1wls_oam2Simple (Open for AIX only)OAMAdminUser

Value

cn=IDRWUsercn=IDROUsercn=IDMPolicyROUsercn=IDMPolicyRWUsercn=PolicyROUsercn=PolicyRWUsercn=weblogic_idmFAAdminadmin120

SSL CommunicationChannelFA / IDM --> Identity StoreFA / IDM --> Policy StoreLBR --> OHS SSLOHS --> WLS SSLEnd User --> External HTTP EndpointsEnd User --> IDM Admin HTTP Endpoint

OHS Certificates (if not using LBR)SettingLocation of certificate files

YesNo

SSL-Enable at Install TimeNot AvailableNot AvailableNot AvailableNot AvailableYesNo

Value

StartEnvironmentProvisioningTopologyNetwork - Virtual HostsNetwork - PortsStorageDatabaseIdentity ManagementSSL and Certificates