Best Practices in Preparing for and Managing your EPM Infrastructure

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Learn the key architecture components to consider with the Oracle EPM Product stack, such as proper sizing, virtual vs. physical, and maintaining the EPM Environment. Also gain insight about the key supported elements of the EPM product stack, and hear about what’s coming in future releases related to operating systems, database engines, and client software support.

Transcript of Best Practices in Preparing for and Managing your EPM Infrastructure

Name of presentation

Scott PoldPractice Director - Infrastructure

Best Practices in Preparing for and Managing your EPM InfrastructureMarch 19, 20141Agenda23/18/20142

FocusServicesPeopleMethodologyCustomersPartnership

About Edgewater Ranzal

15 Years700+ clients1000+ projectsOur team consists of 130+ Experienced Consultants who have on average 10 years of experience working with EPM and BI.

Ranzal encourages all consultants to get certified. As a result, approximately 95% of our Consultants are Certified in one or more Oracle EPM or BI product.

Many of our team members also have additional certifications in other products or areas. We have CPAs, Microsoft Certified Professionals, Project Management certifications, etc. As a result, we have an incredibly strong technical and subject matter experts who are able to utilize these skills on projects.

Our consultants are located throughout the United States and Canada. Many of them are multi-lingual.

What this demonstrates is that Ranzal has a tremendous amount of depth and breadth of consultants that many organizations are looking for in an implementation partner.Dashboards & Scorecards, Financial Analytics & Reporting, Operational Analytics, What-if Analysis, Query & Reporting, Visual ExplorationFinancial performance, Legal, Segment & Mgmt Reporting, Financial Close HFM Optimization, Performance LabSOX Compliance SupportStrategic Finance, Planning, Budgeting, Forecasting, Workforce Planning, Capital Planning, Project Financial Planning, Public Sector Planning and BudgetingData Integration, Financial DataManagement, Data Warehousing, Master Data Management &DRM, ETL Services, AutomationProject/Program Mgmt, EPM Road Maps, Application Reviews, Business Requirements, Process Change, DocumentationInstallation, Upgrades, Migration, System Monitoring, Backup and Recovery, Disaster Recovery, Load Testing, Hardware Sizing, Exalytics BenchmarkingConsolidationBusinessIntelligenceEnterprisePlanningInfrastructureTraining &Support ServicesProjectManagementDataServicesCosting & ProfitabilityMgmt

Support Services Infrastructure & Application Support ContractsKey Teach Course Delivery: Planning, Essbase, Financial Reporting, Smart View, HPCM, HFM, FDM, DRM, OBIEECustom Training Delivery: Process & ReportingWe offer a full spectrum of EPM/BI ServicesHPCM Standard & Detailed Models, Waterfall Allocations, Activity Based Costing, Customer, Product & LOB ProfitabilityThe Ranzal Infrastructure PracticeServicesEPM Infrastructure design, installation, patching, analysis, tuning, upgrades, performance and load testing, troubleshootingExperienceAverage of 10 years of experience with Oracle EPM products, tools, networking, server configuration, troubleshootingIndustry Leader in EPM Infrastructure9 dedicated full time infrastructure employeesExpertiseLinux certificationEPM DesignTo meet Customer IT StandardsInstallation and PatchingAnalysis and TroubleshootingPerformance and Load TestingExalytics In Memory machineDisaster Recovery SolutionsInfrastructureWhat version are you running todayWhos Running EPM version.v11.1.2.3V11.1.2.2V11.1.2.1V11.1.1.4/3 or earlierAudience Poll

TodayTodays presentation will focus on v11.1.2.3Whats Supported v11.1.2.3WindowsWindows Server 2008 R2 all SP LevelsWindows Server 2008 with SP2+Windows Server 2003 with SP2/R2+Oracle LinuxOracle Linux 4 (UL7+)Oracle Linux 5 (UL5+)Oracle Linux 6 (UL1+) with Unbreakable Ent Kernel (UEK)Red Hat LinuxRed Hat EL 4 (UL7+)Red Hat EL 5 (UL5+)Red Hat EL 6 (UL1+)AIXAIX 6.1 (TL6+)AIX 7.1 (TL0+)SolarisSolaris 2.9 Update 9+Solaris 10 Update 9+Solaris 11Exalytics X3-4 (Oracle Ent Linux)T5-8 (Oracle Solaris 11)Supported Operating SystemsWhats Supported v11.1.2.3WindowsHFM requires WindowsIf FDM or FDMEE is going to talk to HFM, then FDM or FDMEE must reside on WindowsIf Financial Reports is going to use HFM as a data source, Financial Reports must reside on WindowsDRMHSFRequired Operating Systems

Whats Supported v11.1.2.3Misc SupportMS OfficeOffice 2007 (all SP levels included) Office 2010 (32/64 bit)Office 2013 (32/64 bit)Smartview client v11.1.2.5.xNo Excel Add inBrowsersInternet Explorer 7.xInternet Explorer 8.xInternet Explorer 9.x Firefox 17.x ESR JREJRE Plug-in 1.6.0_35+JRE Plug-in 1.7.0_07+

Supported RDBMSSQL ServerMicrosoft SQL Server 2005 (all SP levels included)Microsoft SQL Server 2008 (all SP levels included)Microsoft SQL Server 2008 R2 (all SP levels included)OracleOracle 10.2.0.4+Oracle 11.1.0.7+Oracle 11.2.0.1+EPM Support Matrix: http://www.oracle.com/technetwork/middleware/bi-foundation/oracle-hyperion-epm-system-certific-131801.xlsOr you can Google EPM Compatibility MatrixSizing your EPM Environment v11.1.2.3Foundation Server(s)Core Foundation ServicesApplication Web Servers(s)PlanningHFMIntegration Server(s)FDMEE / FDMHFM Application Server(s)HFM Application ServerEssbase Server(s)Essbase and Essbase StudioRDBMS Server(s)RDBMS Engine/InstanceAdditional Server(s)DRMHSFOBIEE

Typical ConfigurationSizing your EPM Environment v11.1.2.3

Sizing your EPM Environment ContinuedFoundation ServerCore Foundation ServicesWeblogic, OHS, Foundation (Shared Services and Workspace), Calculation Manager, EPMA Web app, EPMA Data Sync, Analytic Provider Services (Smartview), FR ServicesServer Specs2-4 CPUs24-32 GB of RAMJVM Heap Sizes determine amount of required RAMNumber of Concurrent users drive the JVM Heap SizeDrive SpaceSeparate OS and EPM installationEPM installation: 30-40 GBUser Capacity100-125 concurrent usersCan Load Balance this server with a Load Balancing device or software and Shared StorageRecommend validating with Load tests

Sizing your EPM Environment ContinuedApplication Web ServerPlanningPlanning Web Service, EAS Web Services, EAS Client, Financial Reporting Services, IIS, EPMA ServerHFMHFM Web Service, Financial Reporting Services, IIS, EPMA ServerServer Specs2-4 CPUs24-32 GB of RAMJVM Heap Sizes determine amount of required RAMNumber of Concurrent users drive the JVM Heap SizeDrive SpaceSeparate OS and EPM installationEPM installation: 30-40 GBUser Capacity100-125 concurrent usersCan Load Balance this server with a Load Balancing device or software and Shared StorageRecommend validating with Load tests

Sizing your EPM Environment ContinuedIntegration Server(s)FDMEEFinancial Data Quality Manager Enterprise EditionODIFDM ClassicFDM App and Web ServicesIf existing FDM CustomerServer Specs4 CPUs24-32 GB of RAMDrive SpaceSeparate OS and EPM installationEPM installation: 50-100 GBCapacityApplication DrivenCan Load Balance this server with a Load Balancing device or software and Shared StorageRecommend validating with Load tests

Sizing your EPM Environment ContinuedHFM Application Server(s)HFM Application ServiceHFM ClientServer Specs Minimum Specs Application(s) will drive recommended specs4-8 CPUsThe faster the CPUs the faster the consolidations16-24 GB of RAMDrive SpaceSeparate OS and EPM installationEPM installation: 50 GBCapacityApplication(s) DrivenCan cluster HFM ServersRecommend validating with Load tests

Sizing your EPM Environment ContinuedEssbase Server(s)Essbase Application ServiceEssbase Studio Service, EAS Client (If windows)Server Specs Minimum Specs Application(s) will drive recommended specs8 CPUsThe Faster the CPUs the Faster the calculations16 GB of RAMDepends on number of applicationsTypically each application consumes approximately 100k-1mb of RAMDrive SpaceSeparate OS and EPM installationEPM installation: 50 GBCapacityApplication(s) DrivenCan cluster Essbase ServersActive\Passive or Active\Active modes Depends on configuration and Application

Sizing your EPM Environment ContinuedRDMBS Server(s)RDBMS Engine/InstanceRecommend dedicated Instance when HFM or FDM/EE is in scopeServer Specs Minimum Specs Application and products will drive recommended specs4 CPUs16 GB of RAMDepends on number of applicationsDrive SpaceDepends on application and products

Sizing your EPM Environment ContinuedAdditional Server(s)DRM4 CPUs16-24 GB of RAMHSF4 CPUs16-24 GB of RAMHeavy Disk requirement 50GB to 500GB for HSF_Data folderOBIEEVaries by use

Physical vs. VirtualOracles official policy on VirtualizationThe following KB article is Oracles office stance on virtualizing the Oracle EPM Product stack.https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=HOWTO&id=588303.1Additional informationhttps://support.oracle.com/epmos/faces/SearchDocDisplay?_adf.ctrl-state=1854yc0wrq_9&_afrLoop=14354592882224In a Nut ShellOracle will support VMWare and Microsofts Hyper-V technologies, but they do not certify it. What this means is that if Oracle cannot fix the issue they can refer you to the hosting provider for further troubleshooting, or force you to physicalize the servers and reproduce the issue. However, Oracle does certify their products running on Oracles Virtualization Manager (OVM).Virtualization Whats important to knowStatically allocating resources: RAM and vCPUsDont let the VM Host Servers manage resources on the flyDont over subscribe your Virtual host serversWhen possible, utilize dedicated VM Host servers for EPMTest, Test, Test and then Test again

Physical vs. VirtualPhysical ServersDepending on the application, the following servers should perform better on Physical hardwareHFM application Server (Consolidations)Essbase Server (Calculations)Integration Server (Data Mapping and Loads)

What can be VirtualFoundation and Web ServersDRM ServerHSF ServerAll servers can be virtual, really depends on the application HFM Application ServerEssbase ServerIntegration Server

Maintaining your EPM EnvironmentEPM Patch Set UpdatesStay up to date on the PSUsOracle Support Document 1400559.1https://support.oracle.com/epmos/face