Oracle® Enterprise Performance Management System
Installation and Configuration Guide
Release 11.1.1.4
Updated: March 2012
EPM System Installation and Configuration Guide, 11.1.1.4
Copyright © 2008, 2012, Oracle and/or its affiliates. All rights reserved.
Authors: EPM Information Development Team
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Contents
Documentation Accessibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Chapter 1. About EPM System Product Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
About EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Assumed Knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Supported Paths to This Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
The EPM System Product Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Installing EPM System Products in a Distributed Environment . . . . . . . . . . . . . . . . . . . . 16
About the Hyperion Home Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Installation Documentation Roadmap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Chapter 2. Preparing for Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Downloading the Installation Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Component Installation By Tier and Installation Assemblies . . . . . . . . . . . . . . . . . . . . . . 20
Foundation Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Reporting and Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Financial Performance Management Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Data Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Download File Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Chapter 3. Installing EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Installation Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Installation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Characters Supported for Installation and Configuration . . . . . . . . . . . . . . . . . . . . . . . . . 49
Installing EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Destination . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Installation Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Product Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Confirmation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Progress . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Contents iii
Performing Silent Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Loading Saved Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Modifying Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Installing EPM System Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Installing Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Installing Spreadsheet Add-in . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Installing Additional Instances of Essbase Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 . . . 62
Step 1: Back Up Data and Binaries from the Source Machine(s) . . . . . . . . . . . . . . . . . 63
Step 2: Re-image the Machine(s) to Windows Server 2008 or Windows Server 2008R2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Step 3: Prepare the Machine for EPM System Deployment . . . . . . . . . . . . . . . . . . . . . 63
Step 4: Repair the Deployment and Restart EPM System . . . . . . . . . . . . . . . . . . . . . . 64
Chapter 4. Configuring EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
About EPM System Configurator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
About the Shared Services Registry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Satisfying Initial Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Configuration Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Configuring Products in a Single-Machine Environment . . . . . . . . . . . . . . . . . . . . . . 68
Configuring Products in a Distributed Environment . . . . . . . . . . . . . . . . . . . . . . . . . 69
Configuring Products in an SSL-Enabled Environment . . . . . . . . . . . . . . . . . . . . . . . 69
Product Configuration Task Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Using EPM System Configurator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Task Selection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Shared Services and Registry Database Configuration . . . . . . . . . . . . . . . . . . . . . . . . 75
Enable Separately Licensed Product Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
EPM System Common Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Database Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Deploy to Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Application Server Deployment: Oracle Application Server . . . . . . . . . . . . . . . . . . . . 82
Application Server Deployment: Oracle | BEA WebLogic . . . . . . . . . . . . . . . . . . . . . . 82
Application Server Deployment: WebSphere . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Application Server Deployment: Embedded Java Container . . . . . . . . . . . . . . . . . . . . 86
Cluster Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
EPM Workspace—Specific Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Performance Management Architect—Specific Tasks (Optional) . . . . . . . . . . . . . . . . 91
Essbase—Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Planning—Specific Tasks (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Financial Management—Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
iv Contents
Reporting and Analysis—Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Strategic Finance—Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
FDM—Specific Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Performing Silent Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Setting Up the Shared Services Registry Without Installing Shared Services . . . . . . . . . . . 108
What Happens During Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Troubleshooting Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Chapter 5. Starting and Stopping EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Using a Single Script to Start Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Summary List of Services and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Services and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Databases for Repositories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Corporate User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Shared Services OpenLDAP or Oracle Internet Directory . . . . . . . . . . . . . . . . . . . . . 113
Shared Services Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
EPM Workspace Agent (CMC Agent) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
EPM Workspace UI (CMC UI) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
EPM Workspace Web Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116
Performance Management Architect Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Essbase Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Administration Services Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Integration Services Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Essbase Studio Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Provider Services Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Reporting and Analysis Services and Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Remaining Services or Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
EPM Workspace Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Launching Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Chapter 6. Validating the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
About EPM System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Using EPM System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Foundation Services Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Essbase Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Reporting and Analysis Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Financial Performance Management Applications Diagnostics . . . . . . . . . . . . . . . . . . . . 139
Data Management Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Contents v
Chapter 7. Performing Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
General Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Increasing the JVM Memory Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Shared Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Performance Management Architect Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . 144
EPM Workspace Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Essbase Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Setting User Limits on 64-bit AIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Integration Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Administration Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Provider Services Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Essbase Studio Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Updating the Essbase Studio Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Reporting and Analysis Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Preparing the Financial Reporting Print Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Configuring X11 for Web Application Server Components for Financial Reporting andWeb Analysis (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Configuring SAP Data Source Access and Authentication . . . . . . . . . . . . . . . . . . . . 150
Setting Up Environment Variables for Financial Reporting and Web Analysis for Non-English Characters (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Setting up the Environment Variables for Production Reporting (UNIX) . . . . . . . . . 152
Preparing Interactive Reporting for Printing (UNIX) . . . . . . . . . . . . . . . . . . . . . . . 153
Configuring Fonts (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Financial Reporting Configuration—Enabling the Provider Services Driver . . . . . . . 154
Recreating the Executables (Production Reporting Only) (UNIX) . . . . . . . . . . . . . . 154
Planning Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Configuring Offline Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
(UNIX) Configuring the Planning Locale for Use in Non-English Environments . . . 156
Financial Management Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Configuring Settings for IIS 5.0 Isolation Mode (Optional) . . . . . . . . . . . . . . . . . . . 156
Running the Schema Upgrade Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Strategic Finance Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Performance Scorecard Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
FDM Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
ERP Integrator Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Preparing ERP Integrator for Use with Microsoft SQL Server . . . . . . . . . . . . . . . . . . 160
Data Relationship Management Postconfiguration Tasks . . . . . . . . . . . . . . . . . . . . . . . . 160
Chapter 8. Reconfiguring EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Reconfiguring for SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
vi Contents
Redeploying to a Different Web Application Server Type . . . . . . . . . . . . . . . . . . . . . . . . 161
Redeploying from the Embedded Java Container or WebSphere to WebLogicServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Redeploying Applications from Oracle Application Server to WebLogic Server . . . . . 162
Changing Repository Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Changing the Shared Services and Registry Repository Password . . . . . . . . . . . . . . . 163
Changing EPM System Product Repository Passwords . . . . . . . . . . . . . . . . . . . . . . 163
Changing the Planning Applications Repository Password . . . . . . . . . . . . . . . . . . . . 164
Changing the Performance Management Architect Interface DatasourcePassword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Changing the FDM Repository Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Changing the Data Relationship Management Repository Password . . . . . . . . . . . . . 165
Reconfiguring Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Chapter 9. Deployment Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Considerations for Distributed Environments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Adding Servers to a Financial Management Deployment . . . . . . . . . . . . . . . . . . . . . . . . 168
Chapter 10. Uninstalling EPM System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Uninstalling EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Performing a Silent Uninstallation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
Chapter 11. License Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Ensuring License Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Activating and Deactivating Product Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Auditing Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Appendix A. What Happens During Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
What Happens During Shared Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Files Installed in the Foundation Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Common Files installed in the HYPERION_HOME Directory . . . . . . . . . . . . . . . . . 176
What Happens During EPM Workspace Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Files Installed in the EPM Workspace Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
What Happens During Performance Management Architect Installation . . . . . . . . . . . . 179
Files Installed in the Performance Management Architect Directory . . . . . . . . . . . . . 180
What Happens During Calculation Manager Installation . . . . . . . . . . . . . . . . . . . . . . . . 180
Files Installed in the Calculation Manager Directory . . . . . . . . . . . . . . . . . . . . . . . . 180
What Happens During Smart View Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Files Installed in the Smart View Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
What Happens During Essbase Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
Files Installed in the Essbase Server Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Contents vii
Files Installed in the Essbase Client Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
What Happens During Essbase Studio Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Files Installed in the Essbase Studio Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
What Happens During Integration Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . 184
Files Installed in the Integration Services Directory . . . . . . . . . . . . . . . . . . . . . . . . . 184
What Happens During Administration Services Installation . . . . . . . . . . . . . . . . . . . . . 186
Files Installed in the Administration Services Directory . . . . . . . . . . . . . . . . . . . . . . 186
What Happens During Provider Services Installation . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Files Installed in the Provider Services Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
What Happens During Smart Search Command Line Utility Installation . . . . . . . . . . . . 187
Files Installed in the Smart Search Command Line Utility Directory . . . . . . . . . . . . . 188
What Happens During Reporting and Analysis Installation . . . . . . . . . . . . . . . . . . . . . . 188
Files Installed in the Reporting and Analysis Directory . . . . . . . . . . . . . . . . . . . . . . 188
What Happens During Planning Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Files Installed in the Planning Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
What Happens During Financial Management Installation . . . . . . . . . . . . . . . . . . . . . . 189
Files Installed in the Financial Management Directory . . . . . . . . . . . . . . . . . . . . . . . 190
What Happens During Performance Scorecard Installation . . . . . . . . . . . . . . . . . . . . . . 190
Files Installed in the Performance Scorecard Directory . . . . . . . . . . . . . . . . . . . . . . 191
What Happens During Strategic Finance Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Files Installed in the Strategic Finance Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
What Happens During Profitability and Cost Management Installation . . . . . . . . . . . . . 192
Files Installed in the Profitability and Cost Management Directory . . . . . . . . . . . . . . 192
What Happens During FDM Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Files Installed in the FDM Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
What Happens During Data Relationship Management Installation . . . . . . . . . . . . . . . . 193
Appendix B. Optional Manual Configuration for Essbase Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Manually Configuring the Essbase Server Environment (UNIX) . . . . . . . . . . . . . . . . . . . 195
Specifying Parameters in hyperionenv.doc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Changing ESS_JVM_OPTION and ESS_CSS_JVM_OPTION . . . . . . . . . . . . . . . . . 197
Changing JvmModuleLocation (UNIX) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Optional Manual Configuration for Integration Services (UNIX) . . . . . . . . . . . . . . . 199
Optional Manual Configuration for Administration Services (UNIX) . . . . . . . . . . . . 201
Optional Manual Configuration for Provider Services (UNIX) . . . . . . . . . . . . . . . . . 201
Manually Configuring the Essbase Server Environment (Windows) . . . . . . . . . . . . . . . . 201
Updating the Environment Manually for Essbase Server . . . . . . . . . . . . . . . . . . . . . 202
Setting JVMMODULELOCATION (Windows) . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Configuring the 32-bit Runtime Client on a 64-bit Windows Platform . . . . . . . . . . . 203
viii Contents
Optional Manual Configuration for Integration Services (Windows) . . . . . . . . . . . . 204
Optional Manual Configuration for Administration Services (Windows) . . . . . . . . . 204
Optional Manual Configuration for Essbase Studio (Windows) . . . . . . . . . . . . . . . . 204
Optional Manual Configuration for Provider Services (Windows) . . . . . . . . . . . . . . 204
Appendix C. Essbase 32-Bit and 64-Bit Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Essbase 32-Bit and 64-Bit Client and Server Compatibility . . . . . . . . . . . . . . . . . . . . . . . 207
Essbase API Compatibility on 32-Bit and 64-Bit Platforms . . . . . . . . . . . . . . . . . . . . . . . 208
Appendix D. JDBC URL Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Appendix E. Database Information for Financial Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Database Connection Pooling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Example 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Example 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Encrypting UDL Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Appendix F. Enabling an X Virtual Frame Buffer for Financial Reporting and Web Analysis . . . . . . . . . . . . . . . 215
Enabling Xvfb for AIX 5L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Enabling Xvfb for Solaris 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Enabling Xvfb for Solaris 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Enabling Xvfb for Oracle Enterprise Linux/Red Hat Enterprise Linux . . . . . . . . . . . . . . . 216
Enabling Xvfb for HP-UX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Setting the DISPLAY Variable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Contents ix
x Contents
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11
12 Documentation Accessibility
1About EPM System Product
Installations
In This Chapter
About EPM System Products.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Assumed Knowledge... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
Supported Paths to This Release ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
The EPM System Product Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Installing EPM System Products in a Distributed Environment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
About the Hyperion Home Directory.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Installation Documentation Roadmap ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
About EPM System ProductsOracle Enterprise Performance Management System products form a comprehensive EnterprisePerformance Management system that integrates modular suites of financial managementapplications with the most comprehensive business intelligence capabilities for reporting andanalysis. Major components of EPM System products:
l Oracle Hyperion Foundation Services
l Oracle Essbase
l Oracle Hyperion Reporting and Analysis
l Oracle's Hyperion Financial Performance Management Applications
l Oracle's Data Management
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
About EPM System Products 13
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
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
Supported Paths to This ReleaseRelease 11.1.1.4 is a maintenance release for Release 11.1.1.0, 11.1.1.1, 11.1.1.2, or 11.1.1.3. Ifyou are starting from an earlier release, you must first upgrade to an 11.1.1.x release. This mayrequire upgrading to an interim release first, and then upgrading to 11.1.1.x. Once at 11.1.1.x,in EPM System Installer, select the “Apply Maintenance Release” option.
Release 11.1.1.4 also provides a complete install if you are not already starting from Release11.1.1.x.
If you are starting from EPM System Release 9.3.3, your recommended upgrade path is to Release11.1.2.1+.
Security Synchronization between Essbase and Shared Services was removed in Essbase Release9.3, starting with release 9.3.1.4.1. Essbase and Shared Services Release 11.1.1.3, however, stillsynchronize security information. For this reason, if you are using Essbase Release 9.3.1.4.1,9.3.1.5, 9.3.1.6, or 9.3.1.7, you cannot upgrade to release 11.1.1.3. Instead, your recommendedupgrade path is to first upgrade all products to Release 9.3.3, and then upgrade all products torelease 11.1.2.1+.
The EPM System Product Installation ChecklistOracle Hyperion Enterprise Performance Management System Installer installs components onthree 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:
Task Reference
Plan the installation. “Installation Planning Checklist” in Oracle Hyperion Enterprise Performance Management SystemInstallation Start Here
14 About EPM System Product Installations
Task Reference
Prepare the installation files. Chapter 2, “Preparing for Installation”
Meet the system requirements andprerequisites.
System requirements in the Oracle Hyperion Enterprise Performance Management SystemCertification Matrix (http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html) and “Installation Planning Checklist” in Oracle Hyperion Enterprise PerformanceManagement System Installation Start Here
Install EPM System products. Chapter 3, “Installing EPM System Products”
Tip: Before you begin, determine the type of installation you will be performing:
l New installation
l Maintenance release installation
l Re-installation
For details on each installation type, see “Installation Type” on page 52.
Configure EPM System products. Chapter 4, “Configuring EPM System Products”
Note: In a distributed environment, configure Oracle Hyperion Shared Services first. SharedServices must be installed, configured, and running for other products to configure successfully.
Note: In an SSL-enabled environment, configure Shared Services first, selecting “Enable SSLfor communications.” Then, set up Shared Services for SSL and make sure Shared Services isrunning in SSL mode before you configure other EPM System products.
(Optional) Manually deploy if you didnot automatically deploy Java Webapplications to a Web applicationserver.
Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide
Confirm that EPM System services arestarted.
Chapter 5, “Starting and Stopping EPM System Products”
Validate the installation using OracleHyperion Enterprise PerformanceManagement System Diagnostics.
Chapter 6, “Validating the Installation”
Perform any requiredpostconfiguration tasks for yourproducts.
Chapter 7, “Performing Postconfiguration Tasks”
Enable external authentication andprovision users.
Oracle Hyperion Enterprise Performance Management System Security Administration Guide
(Optional) Enable Shared Services andthe user directory for SSL, and thenenable installed products for SSL.
Oracle Hyperion Enterprise Performance Management System SSL Configuration 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.
The EPM System Product Installation Checklist 15
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
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 more information about planning adistributed installation, see “EPM System Product Deployment” in Oracle Hyperion EnterprisePerformance Management System Installation Start Here and Oracle Hyperion EnterprisePerformance Management System High Availability Guide.
For information about which assemblies you need on each machine in a distributedenvironment, see Chapter 2, “Preparing for Installation.”
You install Shared Services on only one machine in the deployment.
Note: If you are installing in multiple environments (for example, Development, Test, andProduction), install Foundation Services products in each environment.
About the Hyperion Home DirectoryThe Hyperion home directory location is defined during the first product installation on thecomputer. Subsequent installations on the computer use the previously defined location.
All EPM System products are installed in directories under the Hyperion home directory. Inaddition, common internal and third-party components used by the products are installed inthe Hyperion home directory. Choose the location carefully to ensure that the location hasenough disk space for all products that you are installing on the machine. You cannot changethe location.
The Hyperion home directory location is defined in the system environment variable calledHYPERION_HOME (Windows) or .hyperion.'hostname' in the home directory of the userinstalling EPM System products (UNIX). The default location is C:/Hyperion (Windows) or$HOME/hyperion (UNIX). The Hyperion home directory location is referred to asHYPERION_HOME throughout this document.
16 About EPM System Product Installations
Note: To ensure that EPM System Installer has the permissions required to modify theHYPERION_HOME location, Oracle requires that all EPM System applications beinstalled using the same user account.
For information about common files installed in HYPERION_HOME, see “Files Installed in theFoundation Directory” on page 176.
Installation Documentation RoadmapYou can find EPM System installation documentation on the Oracle Documentation Library(http://www.oracle.com/technology/documentation/epm.html) on Oracle® TechnologyNetwork. For system requirements, you can find the Oracle Hyperion Enterprise PerformanceManagement System Certification Matrix at http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html.
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 Oracle Hyperion Enterprise Performance Management System Certification Matrix(http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html)
Planning the installation Oracle Hyperion Enterprise Performance Management System Installation StartHere
l Installing and configuring EPM System products
l Automatically deploying EPM System products
l Starting EPM System products
l Validating the installation
Oracle Hyperion Enterprise Performance Management System Installation andConfiguration Guide
Securing EPM System and provisioning users Oracle Hyperion Enterprise Performance Management System SecurityAdministration Guide
Table 2 lists the documents to consult for additional installation tasks that you might need toperform.
Table 2 Documentation That You Might Need
Task Related Documentation
Manually deploying EPM System products Oracle Hyperion Enterprise Performance Management System Manual DeploymentGuide
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 and RecoveryGuide
Installation Documentation Roadmap 17
Task Related Documentation
Migrating from one environment to another Oracle Hyperion Enterprise Performance Management System LifecycleManagement Guide
Enabling SSL Oracle Hyperion Enterprise Performance Management System SSL ConfigurationGuide
Clustering EPM System applications for highavailability
Oracle Hyperion Enterprise Performance Management System High AvailabilityGuide
18 About EPM System Product Installations
2Preparing for Installation
In This Chapter
Downloading the Installation Files .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
Component Installation By Tier and Installation Assemblies ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
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:
l EPM System Installer (Oracle Hyperion Enterprise PerformanceManagement System Installer, Fusion Edition Release 11.1.1.4.0).
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.
The assemblies are unzipped into an /assemblies directory. If you downloaded files tomultiple machines in your deployment, on each machine, you need to unzip only theassemblies for the products or product components that you are installing on that machine.
Downloading the Installation Files 19
For information about which assemblies to use for product components, see “ComponentInstallation By Tier and Installation Assemblies” on page 20.
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:
l Oracle Hyperion Enterprise Performance Management System
Installer, Fusion Edition Release 11.1.1.4.0
l Hyperion Enterprise Performance Management System Foundation
Services Release 11.1.1.4.0 Part 1 of 4
l Hyperion Enterprise Performance Management System Foundation
Services Release 11.1.1.4.0 Part 2 of 4
l Hyperion Enterprise Performance Management System Foundation
Services Release 11.1.1.4.0 Part 3 of 4
l Hyperion Enterprise Performance Management System Foundation
Services Release 11.1.1.4.0 Part 4 of 4
Note: Even though you need the EPM-FoundationServices ZIP files on each machine in theenvironment, install Shared Services on only one machine.
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.
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.
20 Preparing for Installation
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.”
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 “Choose components individually”during installation:
l Choices for 32–bit and 64–bit for Oracle Essbase products
If you select “Choose components by tier,” EPM System Installer installs 32-bit on allplatforms, except for platforms that are 64-bit only.
l Oracle Hyperion SQR Production Reporting Remote
l Oracle Hyperion Strategic Finance Reader Client
l Strategic Finance Integration with Financial Management Services
l Strategic Finance Integration with Enterprise Service
l FDM Server Financial Management Adapter
The following tables also describe the ZIP files and installation assemblies required to installeach component.
Foundation ServicesThe following table describes the components installed on each tier for Foundation Servicesproducts and the 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 11.1.1.4.0 Part 1 of
4 and Hyperion Enterprise Performance Management System FoundationServices Release 11.1.1.4.0 Part 2 of 4.
Component Installation By Tier and Installation Assemblies 21
Client Tier Web Tier Services Tier
Shared Services
Component:
l Shared Services Web Application
l OpenLDAP Service (installed withproductCommonComponents assembly)
l HRAM (Windows only, installedautomatically with sharedServicesassembly)
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l sharedServices
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 4 of
4
22 Preparing for Installation
Client Tier Web Tier Services Tier
Oracle Hyperion Enterprise Performance Management Workspace
Component:
Workspace Web Application and Portlets
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l biplus_workspace_webapp
l workspace_configlibs
l biplus_portlets_webapp
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 3 of
4
Component:
Workspace Services and Common Libraries
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l productCommonComponents
l biplus_core_services
l workspace_configlibs
l biplus_migration_utility
Required download files:
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
1 of 4
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
2 of 4
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
3 of 4
Component Installation By Tier and Installation Assemblies 23
Client Tier Web Tier Services Tier
Oracle Hyperion EPM Architect
Component:
l Performance ManagementArchitect Batch client
l Performance ManagementArchitect File Generator(Windows only)
Required assemblies:
l commonComponents
l bpm_architect_batch_client
l bpm_architect_generator
l productCommonComponents
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation
Services Release 11.1.
1.4.0 Part 1 of 4
l Hyperion Enterprise
Performance Management
System Foundation
Services Release 11.1.
1.4.0 Part 2 of 4
l Oracle Hyperion
Enterprise Performance
Management Architect,
Fusion Edition Release
11.1.1.4.0
Component:
l Performance Management Architect WebApplication
l Performance Management ArchitectData Synchronizer Service
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l bpm_architect_webapp
l bpm_architect_datasync
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Oracle Hyperion Enterprise
Performance Management
Architect, Fusion Edition
Release 11.1.1.4.0
Component:
l Performance Management ArchitectDimension Server Service (Windows only)
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l bpm_architect_services
Required download files:
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
1 of 4
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
2 of 4
l Oracle Hyperion Enterprise
Performance Management
Architect, Fusion Edition
Release 11.1.1.4.0
24 Preparing for Installation
Client Tier Web Tier Services Tier
Oracle Hyperion Calculation Manager
Component:
l Calculation Manager Web Application
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l calc
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 3 of
4
Component Installation By Tier and Installation Assemblies 25
Client Tier Web Tier Services Tier
Common (for all product installations)
Component:
l Oracle Hyperion Planning ADMdriver (installed automatically)
Component:
l Populates the HYPERION_HOME/commondirectory
Required assemblies:
l commonComponents (required for allcomponent installations)
l productCommonComponents1
l tools (required for all Server and Web tiercomponent installations)
l essbaseProductCommonComponents
Required download files:
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
1 of 4
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
2 of 4
1The Configuration and Monitoring Console is installed with the productCommonComponents assembly when you select any of the following:Shared Services Web tier, EPM Workspace Web tier, EPM Workspace services tier, Oracle Hyperion Financial Reporting client tier, FinancialReporting Web tier, Financial Reporting services tier, Oracle Hyperion Web Analysis Web tier.
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 11.1.1.4.0 Part 1 of
4 and Hyperion Enterprise Performance Management System FoundationServices Release 11.1.1.4.0 Part 2 of 4.
26 Preparing for Installation
Client Tier Web Tier Services Tier
Essbase
Component:
l Essbase Client 32–bit
l Essbase Client 64–bit
(Includes Essbase API andSpreadsheet Add-in. Note thatSpreadsheet Add-in is installed onlywith the 32–bit installation and onlyif Microsoft Excel is installed on themachine)
Required assemblies:
l commonComponents
l essbase_client
l essbaseAddins
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation
Services Release 11.1.
1.4.0 Part 1 of 4
l Oracle Essbase Client
Release 11.1.1.4.0
Component:
l Essbase Services Server 32–bit
l Essbase Services Server 64–bit
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l essbase_services (32–bit and 64–bit)
l essbaseProductCommonComponents
l essbaseAddins
Required download files:
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
1 of 4
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
2 of 4
l Oracle Essbase Client Release 11.
1.1.4.0
l Oracle Essbase Server Release 11.
1.1.4.0
Component Installation By Tier and Installation Assemblies 27
Client Tier Web Tier Services Tier
Oracle Essbase Administration Services
Component:
l Essbase Administration ServicesClient (Windows only)
Required assemblies:
l commonComponents
l essbase_administration_services_client
l essbaseAddins
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation
Services Release 11.1.
1.43.0 Part 1 of 4
l Oracle Essbase Client
Release 11.1.1.4.0
Component:
l Administration Services 32–bit WebApplication
l Administration Services 64–bit WebApplication
l Oracle Hyperion Business Rules(installed automatically)
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l essbase_administration_services_webapp
l essbaseAddins
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1
of 4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2
of 4
l Oracle Essbase Client
Release 11.1.1.4.0
l Oracle Essbase Server
Release 11.1.1.4.0
28 Preparing for Installation
Client Tier Web Tier Services Tier
Oracle Essbase Integration Services
Component:
l Essbase Integration ServicesClient (Windows only)
Required assemblies:
l commonComponents
l essbase_integration_services
l essbaseAddins
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation
Services Release 11.1.
1.4.0 Part 1 of 4
l Oracle Essbase Client
Release 11.1.1.4.0
l Oracle Essbase Server
Release 11.1.1.4.0
Component:
l Essbase Integration Services 32–bit
l Essbase Integration Services 64–bit
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l essbase_integration_services
l essbaseAddins
Required download files:
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
1 of 4
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
2 of 4
l Oracle Essbase Client Release 11.
1.1.4.0
l Oracle Essbase Server Release 11.
1.1.4.0
Component Installation By Tier and Installation Assemblies 29
Client Tier Web Tier Services Tier
Oracle Hyperion Provider Services
Component:
l Provider Services Web Application
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l analytic_services_provider_webapp
l essbaseAddins
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1
of 4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2
of 4
l Oracle Hyperion Provider
Services Release 11.1.1.4.0
l Oracle Essbase Client
Release 11.1.1.4.0
30 Preparing for Installation
Client Tier Web Tier Services Tier
Oracle Essbase Studio
Component:
Essbase Studio Client (Windowsonly)
Required assemblies:
l commonComponents
l essbase_studio
l essbaseAddins
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation
Services Release 11.1.
1.4.0 Part 1 of 4
l Oracle Essbase Client
Release 11.1.1.4.0
Component:
Essbase Studio Server
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l essbase_studio_services
l essbaseAddins
Required download files:
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
1 of 4
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
2 of 4
l Oracle Essbase Client Release 11.
1.1.4.0
l Oracle Essbase Server Release 11.
1.1.4.0
Component Installation By Tier and Installation Assemblies 31
Client Tier Web Tier Services Tier
Oracle Hyperion Smart Search Command Line Utility
Component:
Smart Search Command Line Utility WebApplication
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l essbase_smartsearch_webapp
l essbaseAddins
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1
of 4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2
of 4
l Oracle Essbase Client
Release 11.1.1.4.0
l Oracle Essbase Server
Release 11.1.1.4.0
Oracle Hyperion Smart View for Office
Component:
Smart View with Oracle EssbaseVisual Explorer Client (Windows only)
Required assemblies:
l commonComponents
l svchve_client
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation
Services Release 11.1.
1.4.0 Part 1 of 4
l Oracle Essbase Client
Release 11.1.1.4.0
32 Preparing for Installation
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.
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 11.1.1.4.0 Part 1 of
4 and Hyperion Enterprise Performance Management System FoundationServices Release 11.1.1.4.0 Part 2 of 4.
Client Tier Web Tier Services Tier
Oracle Hyperion Interactive Reporting
Component:
l Interactive Reporting Studio Client(Windows only)
l Interactive Reporting DashboardDevelopment Services (Windows only)
Required assemblies:
l commonComponents
l productCommonComponents(Interactive Reporting DashboardDevelopment Services only)
l biplus_interactive_reporting_client
l biplus_dds
l essbaseProductCommonComponents
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Hyperion Interactive
Reporting Release 11.1.1.4.0
Component:
l Interactive Reporting Services
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l biplus_interactive_reporting_services
l biplus_core_services
l biplus_configlibs
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 3 of
4
l Hyperion Interactive
Reporting Release 11.1.1.4.0
Component Installation By Tier and Installation Assemblies 33
Client Tier Web Tier Services Tier
Financial Reporting
Component:
Financial Reporting Studio Client (Windowsonly)
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l biplus_financial_reporting_client
l biplus_configlibs
l biplus_financial_reporting_common
l essbaseProductCommonComponents
l hfm_client, if you are using FinancialReporting with Oracle Hyperion FinancialManagement
l hfm_common, required for FinancialManagement components
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Oracle Hyperion Financial
Reporting, Fusion Edition
Release 11.1.1.4.0
l Oracle Hyperion Financial
Management, Fusion Edition
Release 11.1.1.4.0
Component:
Financial Reporting Web Application
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l biplus_financial_reporting_webapp
l biplus_configlibs
l biplus_financial_reporting_common
l essbaseProductCommonComponents
l hfm_client, if you are using FinancialReporting with Financial Management
l hfm_common, required for FinancialManagement components
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1
of 4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2
of 4
l Oracle Hyperion Financial
Reporting, Fusion Edition
Release 11.1.1.4.0
l Oracle Hyperion Financial
Management, Fusion Edition
Release 11.1.1.4.0
Component:
l Financial Reporting Reports ServerService
l Financial Reporting Print Server Service(Windows only)
l Financial Reporting Scheduler ServerService
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l biplus_financial_reporting_services
l biplus_configlibs
l biplus_financial_reporting_common
l essbaseProductCommonComponents
l hfm_client, if you are using FinancialReporting with Financial Management
l hfm_common, required for FinancialManagement components
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Oracle Hyperion Financial
Reporting, Fusion Edition
Release 11.1.1.4.0
l Oracle Hyperion Financial
Management, Fusion Edition
Release 11.1.1.4.0
34 Preparing for Installation
Client Tier Web Tier Services Tier
Production Reporting
Component:
(All components on client tier are Windowsonly)
l SQR Production Reporting Studio
l SQR Production Reporting Activator
l SQR Production Reporting Remote
l SQR Production Reporting Viewer
Required assemblies:
l commonComponents
l biplus_product_reporting_client
l biplus_product_reporting_common
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion SQR Production
Reporting Release 11.1.1.4.0
Component:
l SQR Production Reporting DB2 Engine
l SQR Production Reporting DDO Engine
l SQR Production Reporting InformixEngine
l SQR Production Reporting ODBC Engine
l SQR Production Reporting Oracle Engine
l SQR Production Reporting SybaseEngine
l SQR Production Reporting TeradataEngine (UNIX only)
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l biplus_product_reporting_services
l biplus_product_reporting_common
l essbaseProductCommonComponents
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Hyperion SQR Production
Reporting Release 11.1.1.4.0
Component Installation By Tier and Installation Assemblies 35
Client Tier Web Tier Services Tier
Web Analysis
Component:
Web Analysis Web Application
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l biplus_webanalysis_webapp
l biplus_configlibs
l essbaseProductCommonComponents
l hfm_client, if you are using WebAnalysis with Financial Management
l hfm_common, required for FinancialManagement components
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1
of 4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2
of 4
l Hyperion Web Analysis
Release 11.1.1.4.0
l Oracle Hyperion Financial
Management, Fusion Edition
Release 11.1.1.4.0
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.
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 11.1.1.4.0 Part 1 of
4 and Hyperion Enterprise Performance Management System FoundationServices Release 11.1.1.4.0 Part 2 of 4.
36 Preparing for Installation
Client Tier Web Tier Services Tier
Planning
Component:
l Planning Off-line Client
Required assemblies:
l commonComponents
l offlinePlanning
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1
of 4
l Oracle Hyperion Planning,
Fusion Edition Release 11.1.
1.4.0
Component:
Planning Web Application
Required assemblies:
l commonComponents
l planning
l productCommonComponents
l tools
l essbaseProductCommonComponents
l essbase_services
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Oracle Hyperion Planning,
Fusion Edition Release 11.1.
1.4.0
l Oracle Essbase Server
Release 11.1.1.4.0
Component Installation By Tier and Installation Assemblies 37
Client Tier Web Tier Services Tier
Financial Management (All components are Windows only)
Component:
l Financial Management Client
l Financial Management SampleApplications
l Financial Management ADM Driver
Required assemblies:
l commonComponents
l hfm_client
l hfm_common
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1
of 4
l Oracle Hyperion Financial
Management, Fusion Edition
Release 11.1.1.4.0
Component:
l Financial Management Web Applications
l Financial Management Smart ViewProvider
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l hfm_webapp
l hfm_common
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Oracle Hyperion Financial
Management, Fusion Edition
Release 11.1.1.4.0
Component:
l Financial Management ApplicationServer
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l hfm_services
l hfm_common
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1
of 4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2
of 4
l Oracle Hyperion Financial
Management, Fusion Edition
Release 11.1.1.4.0
38 Preparing for Installation
Client Tier Web Tier Services Tier
Oracle Hyperion Performance Scorecard
Component:
l Performance Scorecard Web ReportsWeb Application
l Performance Scorecard Alerter WebApplication
l Performance Scorecard ETL WebApplication
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l hps_webapp
l essbaseProductCommonComponents
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Oracle Hyperion Performance
Scorecard, Fusion Edition
Release 11.1.1.4.0
Component Installation By Tier and Installation Assemblies 39
Client Tier Web Tier Services Tier
Strategic Finance (All components are Windows only)
Component:
l Strategic Finance Client
l Strategic Finance Reader Client
l Strategic Finance Integration withFinancial Management (Client)1
l Strategic Finance Integration withEnterprise (Client)2
Required assemblies:
l commonComponents
l productCommonComponents(Strategic Finance Integration withFinancial Management only)
l tools (Strategic Finance Integration withFinancial Management only)
l hsf_client
l hsf_reader_client
l essbaseProductCommonComponents(Strategic Finance Client and StrategicFinance Integration with FinancialManagement only)
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1
of 4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2
of 4
l Oracle Hyperion Strategic
Finance, Fusion Edition
Release 11.1.1.4.0
Component:
l Strategic Finance Web Services
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l hsf_server
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Oracle Hyperion Strategic
Finance, Fusion Edition
Release 11.1.1.4.0
Component:
l Strategic Finance Service
l Strategic Finance Integration withFinancial Management (Service)3
l Strategic Finance Integration withEnterprise (Service)4
Note: Strategic Finance integration withEssbase and Planning is automaticallyinstalled.
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l hsf_server
l essbaseProductCommonComponents(required only for Strategic FinanceService and Strategic FinanceIntegration with Financial ManagementServices)
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1
of 4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2
of 4
l Oracle Hyperion Strategic
Finance, Fusion Edition
Release 11.1.1.4.0
40 Preparing for Installation
Client Tier Web Tier Services Tier
Oracle Hyperion Profitability and Cost Management
Component:
Profitability Web Application
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l hpm
l essbaseProductCommonComponents
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1 of
4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2 of
4
l Oracle Hyperion
Profitability and Cost
Management, Fusion Edition
Release 11.1.1.4.0
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.
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 11.1.1.4.0 Part 1 of
4 and Hyperion Enterprise Performance Management System FoundationServices Release 11.1.1.4.0 Part 2 of 4.
Component Installation By Tier and Installation Assemblies 41
Client Tier Web Tier Services Tier
Oracle Hyperion Financial Data Quality Management (All components are Windows only)
Component:
FDM Workbench Client
Required assemblies:
l commonComponents
l productCommonComponents
l fdm
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation
Services Release 11.1.1.
4.0 Part 1 of 4
l Hyperion Enterprise
Performance Management
System Foundation
Services Release 11.1.1.
4.0 Part 2 of 4
l Oracle Hyperion
Financial Data Quality
Management, Fusion
Edition Release 11.1.1.
4.0
Component:
FDM Web Application
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l fdm
Required download files:
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
1 of 4
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
2 of 4
l Oracle Hyperion Financial Data
Quality Management, Fusion
Edition Release 11.1.1.4.0
Component:
l FDM Load Balancer
l FDM Task Manager
l FDM Server
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l fdm
Required download files:
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 1
of 4
l Hyperion Enterprise
Performance Management
System Foundation Services
Release 11.1.1.4.0 Part 2
of 4
l Oracle Hyperion Financial
Data Quality Management,
Fusion Edition Release 11.
1.1.4.0
For any adapters you are licensed to use,download the required adapters:
l Oracle Hyperion Financial DataQuality Management Adapter Suite,Fusion Edition Release 11.1.1.4.0
l Oracle Hyperion Financial DataQuality Management Source Adapterfor SAP Release 11.1.1.4.0
l Oracle Hyperion Financial DataQuality Management Adapter forFinancial Management, FusionEdition
42 Preparing for Installation
Client Tier Web Tier Services Tier
Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for Oracle Applications
Component:
Performance Manager Integrator Web Application
Required assemblies:
l commonComponents
l productCommonComponents
l tools
l aif
l essbaseProductCommonComponents
Required download files:
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
1 of 4
l Hyperion Enterprise Performance
Management System Foundation
Services Release 11.1.1.4.0 Part
2 of 4
l Oracle Hyperion Financial Data
Quality Management ERP
Integration Adapter for Oracle
Applications Release 11.1.1.4.0
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 3 Download File Contents
ZIP File Name Assemblies
Oracle Hyperion Provider Services Release 11.1.1.4.0l analytic_provider_services_webapp
l essbaseAddins
Oracle Hyperion Profitability and Cost Management, Fusion Edition Release 11.1.1.4.0l hpm
Component Installation By Tier and Installation Assemblies 43
ZIP File Name Assemblies
Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition Release11.1.1.4.0
l bpm_architect_batch_client
l bpm_architect_datasync
l bpm_architect_generator
l bpm_architect_services
l bpm_architect_webapp
Oracle Hyperion Financial Reporting, Fusion Edition Release 11.1.1.4.0l biplus_configlibs
l biplus_financial_reporting_client
l biplus_financial_reporting_common
l biplus_financial_reporting_services
l biplus_financial_reporting_webapp
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 1 of 4
l commonComponents
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 2 of 4
l essbaseProductCommonComponents
l productCommonComponents
l tools
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 3 of 4
l biplus_core_services
l biplus_migration_utility
l biplus_portlets_webapp
l biplus_workspace_webapp
l workspace_configlibs
l calc
Hyperion Enterprise Performance Management System Foundation Services Release 11.1.1.4.0 Part 4 of 4
l sharedServices
l svc_client
Hyperion Interactive Reporting Release 11.1.1.4.0l biplus_configlibs
l biplus_dds
l biplus_interactive_reporting_client
l biplus_interactive_reporting_services
Oracle Hyperion Enterprise Performance Management System Installer, Fusion EditionRelease 11.1.1.4.0
l N/A. Contains EPM System Installer
Oracle Essbase Client Release 11.1.1.4.0l essbase_administration_services_client
l essbase_client
l essbase_studio
l essbaseAddins
l svchve_client
44 Preparing for Installation
ZIP File Name Assemblies
Oracle Essbase Server Release 11.1.1.4.0l essbase_administration_services_webapp
l essbase_integration_services
l essbase_services
l essbase_smartsearch_webapp
l essbase_studio_services
l essbaseAddins
Oracle Essbase Spreadsheet Add-in Release 11.1.2.1.0 for Microsoft Windows N/A. Contains Spreadsheet Add-in Installer.
Oracle Hyperion Financial Data Quality Management, Fusion Edition Release 11.1.1.4.0
l fdm
Oracle Hyperion Financial Data Quality Management Adapter Suite, Fusion EditionRelease 11.1.1.4.0
l N/A
Oracle Hyperion Financial Data Quality Management Source Adapter for SAP Release11.1.1.4.0
l N/A
Oracle Hyperion Financial Data Quality Management Adapter for Financial Management,Fusion Edition
l N/A
Oracle Hyperion Financial Data Quality Management ERP Integration Adapter for OracleApplications Release 11.1.1.4.0
l aif
Oracle Hyperion Financial Management, Fusion Edition Release 11.1.1.4.0l hfm_client
l hfm_common
l hfm_services
l hfm_webapp
Oracle Hyperion Performance Scorecard, Fusion Edition Release 11.1.1.4.0l hps_webapp
Oracle Hyperion Strategic Finance, Fusion Edition Release 11.1.1.4.0l hsf_client
l hsf_reader_client
l hsf_server
Oracle Hyperion Planning, Fusion Edition Release 11.1.1.4.0l offlinePlanning
l planning
l rmi
Hyperion SQR Production Reporting Release 11.1.1.4.0l biplus_product_reporting_client
l biplus_product_reporting_common
l biplus_product_reporting_services
Oracle Hyperion Smart View for Office, Fusion Edition Release 11.1.1.4.0l N/A. Contains Smart View installer.
Hyperion Web Analysis Release 11.1.1.4.0l biplus_configlibs
l biplus_webanalysis_webapp
Component Installation By Tier and Installation Assemblies 45
46 Preparing for Installation
3Installing EPM System Products
In This Chapter
Installation Sequence ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Characters Supported for Installation and Configuration... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Installing EPM System Products .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Performing Silent Installations ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Installing EPM System Clients .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Installing Additional Instances of Essbase Server .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62
Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 ... . . . . . . .62
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, see “Installation Planning Checklist” in Oracle Hyperion EnterprisePerformance Management System Installation Start Here and review the system requirements inthe Oracle Hyperion Enterprise Performance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html).
Review the Media Pack Readme on Oracle® E-Delivery to see which products are required oroptional for use with your products.
You can also install Smart View from a standalone executable. See Oracle Hyperion Smart Viewfor Office User's Guide and the Oracle Hyperion Smart View for Office Readme.
Note: If you want to install Essbase in standalone mode (not using Shared Services), you canskip the installation for Shared Services. However, you must configure the OracleHyperion Shared Services Registry database. To configure the Shared Services Registrydatabase without installing Shared Services, see “Setting Up the Shared Services RegistryWithout Installing Shared Services” on page 108.
The following EPM System products are not installed and configured using EPM SystemInstaller:
l Oracle Hyperion Data Integration Management
Installation Sequence 47
If you are installing Data Integration Management, see the Hyperion Data IntegrationManagement Installation Guide.
l Data Integration Management Adapters.
If you are installing Data Integration Management Adapters, see the Hyperion DataIntegration Management Installation Guide.
l Oracle Hyperion Data Relationship Management
If you are installing Data Relationship Management, see the Oracle Hyperion DataRelationship Management Installation Guide.
Installation PrerequisitesNote the following installation prerequisites.
l If you are applying the maintenance release to move from EPM System Release 11.1.1.0,11.1.1.1, 11.1.1.2, or 11.1.1.3 to EPM System Release 11.1.1.4, or if you are reinstalling EPMSystem products, you must first stop all the services for EPM System products.
l If you are installing on Windows 2008, disable UAC before installing. (See “Upgrading theOperating System to Windows Server 2008 or Windows Server 2008 R2” on page 62.)
l If you plan to install the Strategic Finance Integration with Enterprise, you must install theEnterprise client first.
l If you plan to use SSL in a UNIX environment, before you install and configure EPM System,download and install the Apache 2.2.8 binaries that support SSL. During EPM Workspaceconfiguration, select the SSL-capable Apache installation instead of the default EPM Systeminstallation. See “Configure EPM Workspace Web Server” on page 88.
l If you are using Planning in a Redhat or Oracle Enterprise Linux environment and you areusing Simplified Chinese, you must specify LANG=zh_CN.GB18030 (instead ofLANG=zh_CN.utf8) in one of two ways:
m In the OS system locale variable (if you have not already set it) before you install andconfigure Planning
m In setCustomParamsHyperionPlanning.sh after you install and configurePlanning
l If you are applying the maintenance release to move from Provider Services Release 11.1.1.0,11.1.1.1, 11.1.1.2, or 11.1.1.3 to Provider Services Release 11.1.1.4, and you have an Essbasedata source in Smart View, you must back up the essbase.properties anddatasources.xml configuration files in Hyperion\products\Essbase\aps\bin priorto applying the maintenance release, and then restore these configuration files after applyingthe maintenance release.
48 Installing EPM System Products
Characters Supported for Installation andConfigurationThe following characters are supported during installation and configuration with EPM SystemInstaller and Oracle Hyperion Enterprise Performance Management System Configurator.
Table 4 Characters Supported for Installation and Configuration
Fields Supported Characters Blocked Characters
PATH Alphanumeric, dash (-), underscores (_), periods ( . ),and tildes (~). Tildes are supported only on MicrosoftWindows.
All others
Host name Alphanumeric, dash (-), and dot(.), All others
User name Alphanumeric characters including non-English(extended and double-byte) characters, except forthe blocked characters
+ . * / # [ ] { } ( ) ; : , @ ! “
Clusters, database names, and other generalfields such as DSN names
Alphanumeric characters including non-English(extended and double-byte) characters, except forthe blocked characters
+ . - * \ / # [ ] { } ( ) ; : , @ ! “
Installing EPM System ProductsYou can install EPM System products in any of the following ways: using the graphical userinterface, using the console mode interface, or with no interaction using a silent modeinstallation response file.
When you install EPM System products, you choose which type of installation to perform:
l New installation
l Apply maintenance release
l Re-install this release
For each type of installation, you can choose whether to install EPM System products by tier orby individual component.
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. See Appendix A, “WhatHappens During Installation.”
Characters Supported for Installation and Configuration 49
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 (see “Upgrading the Operating Systemto Windows Server 2008 or Windows Server 2008 R2” on page 62).
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. If you are using OracleApplication Server, you must install and configure EPM System products using the sameuser you used to install Oracle Application Server. If you have installed any other Oracleproducts, the user that will be installing EPM System products must be part of the samegroup as the user who installed the other Oracle products. For example, both users mustbe part of oinstall. If you are upgrading EPM System products, follow this requirementeven if you used multiple users to install components in previous releases.
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 page58.
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 performs some initial checks while launching. Review the commandprompt window for details. If you see a message in the command prompt window that UserAccount Control (UAC) is enabled on Windows 2008 systems, disable UAC, reboot, andthen restart EPM System Installer.
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.
50 Installing EPM System Products
The following table provides links where you can find more details about each page of EPMSystem Installer.
Table 5 EPM System Installer Pages
Page Reference
Welcome “Welcome” on page 51
Destination “Destination” on page 52
Installation Type “Installation Type” on page 52
Product Selection “Product Selection” on page 54
Confirmation “Confirmation” on page 56
Progress “Progress” on page 57
Summary “Summary” on page 57
4 When installation is complete, click Configure to configure the products using EPM System Configurator,or click Finish to close EPM System Installer.
For more information about configuring Hyperion products, see Chapter 4, “ConfiguringEPM System Products.”
After you install and configure the products, start the services as described in Chapter 5, “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 6,“Validating the Installation.”
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, clickNext to continue the installation.
EPM System Installer checks whether your system has a supported operating system and meetsminimum memory requirements to run the installation, and whether the user installing hasadministrator privileges. EPM System Installer also attempts to discover the computer hostname. Depending on how the computer is configured, the computer host name might resolveto an IP address. If the machine host name resolves to an IP address, EPM System Installerprovides a warning. Oracle recommends that you resolve this issue and provide a host nameinstead of an IP address before proceeding.
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.
Installing EPM System Products 51
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
ä Specify the destination for the installation location, or browse to a location and select it, andthen click Next.
If you are reinstalling EPM System products on this machine, adding products to yourinstallation, or applying the maintenance release, the existing location for the Hyperion homedirectory is listed as the default installation destination, and you cannot change it.
Caution! The destination path cannot contain spaces; for example, c:\Program Files isnot acceptable (unless you use short path notation).
The destination you specify becomes the Hyperion home directory. See “About the HyperionHome Directory” on page 16. Ensure that this destination has enough disk space to install allthe products that you want to install on this machine. You select an installation destination andHyperion home directory for each machine in your environment.
See Oracle Hyperion Enterprise Performance Management System Installation Start Here for diskspace requirements.
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 Next. If an installation type is not applicable onthis machine, the option is unavailable.
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, or if you are installing an additional instance of Essbase Server.
When you install an additional instance of Essbase Server, the Essbase installation directoryis appended with –n for subsequent installations. See “Installing Additional Instances ofEssbase Server” on page 62.
52 Installing EPM System Products
Choose this option if you want to install additional components that you did not initiallyinstall.
If the “New Installation” option is not available, your machine might have an improperlydeleted previous version of EPM System products. Search for and renamevpd.properties (usually in the /windows directory for Windows or $HOME for UNIX)on the machine. For additional troubleshooting tips, see Oracle Hyperion EnterprisePerformance Management System Installation and Configuration Troubleshooting Guide.
l “Apply maintenance release”
Choose this option if you already installed release 11.1.1.x. This release provides amaintenance release for release 11.1.1.x.
If you are applying the maintenance release, you must first stop all EPM System services.
If you are applying the maintenance release to only some products in your deployment, see“Release Compatibility” in the Oracle Hyperion Enterprise Performance Management SystemInstallation Start Here.
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.
If you installed multiple instances of Essbase Server, you can reinstall only the first instance.If you need to reinstall a subsequent instance of Essbase Server, you must first uninstall it.
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.
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.
If multiple instances of Essbase are installed, you can only reinstall the first instance.
l Select “Choose Components Individually” if you want more control over which services andcomponents are installed for each product component.
See Appendix A, “What Happens During Installation” for more information about what isinstalled for each type of installation. Some components are available only if you select “ChooseComponents Individually.”
Installing EPM System Products 53
Product Selection
ä If you selected Choose Components By Tier, select the tier or tiers, products, and componentsto install, and then click Next. If you selected Choose Components Individually, select theproducts and product components to install, and then click Next.
For information about what is installed on each tier, see “Component Installation By Tier andInstallation Assemblies” on page 20.
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.” ForTroubleshooting tips, see Oracle Hyperion Enterprise Performance Management SystemInstallation and Configuration Troubleshooting Guide
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 You can install only Smart View Client or Smart View with Visual Explorer Client, not both,at the same time.
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, except for Essbase. (You can installmultiple instances of Essbase. See “Installing Additional Instances of Essbase Server” on page62.)
l In some cases, a component is selected, but is unavailable (you can't deselect it), because itis required for another selected component.
l You cannot install 32-bit components on a 64-bit system on which 64-bit components arealready installed. You must install the 32-bit components on another system or install all ofthe 32-bit components on a 32-bit system. Specifically FDM (32-bit) and Strategic Finance(32-bit) cannot be deployed on the same computer where Financial Management (64-bit)and Performance Management Architect (64-bit) are deployed. On 32-bit platforms, allEPM System products can co-exist.
54 Installing EPM System Products
Figure 1 Choose Components By Tier
The following table describes the options if you select “Choose Components by Tier.”
Table 6 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. The EPM System Installer automatically selects any required componentsfor the selected 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.
Tip: Click a cell to see a description of your selection in the box at the bottom of the window.
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.”
Installing EPM System Products 55
Figure 2 Choose Components Individually
The following table describes the options if you select “Choose Components Individually.”
Table 7 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.”
If you are installing additional instances of Essbase, see “Installing Additional Instances ofEssbase Server” on page 62.
Confirmation
ä Review the summary of products to be installed. If necessary, click Back and makecorrections. Click 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.
l “Maintenance” if this is a maintenance installation to move from EPM System productsRelease 11.1.1.0, 11.1.1.1, 11.1.1.2, or 11.1.1.3 to Release 11.1.1.4.
56 Installing EPM System Products
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 57.
Saving Installation SelectionsIf you plan to install this same set of components to the same named Hyperion home directorylocation on another computer, you can save the installation selections in a file. You can thenload the selections on another computer during installation to prepopulate EPM System Installerpages for Destination and Product Selection.
ä To save the installation selections, click Save, browse to a location, specify a file name, andclick 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 page59.
Progress
ä To cancel the installation, click 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 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 Configure to launch EPM SystemConfigurator or click 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 HYPERION_HOME/logs/install. There is a log file for each assembly, named product-install.log; forexample, hss-install.log, and a log file for installation, installTool-install.log.
Installing EPM System Products 57
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 5, “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 6,“Validating the Installation”.
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.
Note: You can also perform a silent installation if you are applying a maintenance release.
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.
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 theinitial window). Press Alt+Tab to switch to the first page of the wizard.
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 49.
Installation options are recorded in the response file, which is in XML format. You canmodify the response file later to 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.
58 Installing EPM System Products
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.
Note: Silent response files are not compatible between EPM System Release 11.1.1.0, Release11.1.1.1, and 11.1.1.2. If you created silent response files for use with EPM System Release11.1.1.0 or 11.1.1.1, you must re-create them for use with EPM System Release 11.1.1.2.If you are applying the maintenance release to go to Release 11.1.1.4, you need to re-createsilent response files only if you are installing ERP Integrator.
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 Save, browse to a location, specify a file name, and click Save. The file is saved in thesame 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 Load, browse tothe saved selections file, and click 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 Hyperion home directory and keep only the productcomponents 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 Hyperion home directory.
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.
Performing Silent Installations 59
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 ClientsSome EPM System clients are installed with EPM System Installer. However, the following clientproducts have their own installers:
l Smart View
l Oracle Essbase Spreadsheet Add-in
For information about the files to download, see Chapter 2, “Preparing for Installation.”
Tip: If you are installing EPM System clients using Terminal services, switch your session toinstallation mode before you run any client installers (change user /install).
Installing Smart View
ä To install Smart View:
1 Ensure that 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 Visual Explorer, thefilename 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:HYPERION_HOME/common/epmstatic/wspace/SmartView
Tip: Rename the existing smartview.exe file before performing this step.
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.
60 Installing EPM System Products
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=targetPath", 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 /l*c log,. For example: SmartView.exe /s /v" /qn /l*c C:\sv_silent_install.log"
For Visual Explorer users, replace SmartView.exe with SmartViewHVE.exe in thecommand line.
Installing Spreadsheet Add-in
ä To install Spreadsheet Add-in:
1 Ensure that Microsoft Excel is installed with the Visual Basic Option.
2 Download Essbase-ExcelAddin-11114.zip from E-Delivery, unzip the file to a temporarylocation, and launch 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.
If the HYPERION_HOME environment variable is defined, Spreadsheet Add-in is installed inHYPERION_HOME/products/Essbase/EssbaseClient by default. If the HYPERION_HOMEenvironment variable is not defined, Spreadsheet Add-in is installed in HYPERION_HOME/products/ExcelAddin by default.
The Spreadsheet Add-in installer creates a start menu item: Oracle, Essbase, Essbase Client.
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=targetPath FOR_CURRENT_USER=user /l*v log"
where:
Installing EPM System Clients 61
l targetPath—The installation directory. The default value is c:/Oracle/Middleware/EPMSystem11R1. If the HYPERION_HOME environment variable is defined, this valueis ignored.
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 log—The path for log files.
For example:
Spreadsheet Add-in.exe" /S /v"/qn INSTALLDIR=C:\Oracle\ FOR_CURRENT_USER=1/l*v C:\ESS_install.log"
Installing Additional Instances of Essbase ServerYou can install multiple instances of Essbase Server on one computer. Additional instances areinstalled in the same Hyperion home directory and share the same Shared Services. Completethe installation and configuration of the first instance before you proceed.
To install an additional instance of Essbase Server, choose New Installation in EPM SystemInstaller. The destination directory for the installation is updated with –n. For example, if thefirst instance of Essbase Server is installed in HYPERION_HOME/products/essbase, the secondinstallation directory is HYPERION_HOME/products/essbase-2.
Note: The additional installation is a separate installation of Essbase Server and does not sharethe security configuration or objects of other Essbase Server installations on the samecomputer.
When multiple instances of Essbase Server are installed on one computer, you must specify adifferent port number and port range for each instance. By default, the first instance of EssbaseServer uses port number 1423, which you specify in EPM System Configurator. Specify adifferent port number and port range for each additional instance during configuration withEPM System Configurator. See “Configuring and Starting an Additional Instance of EssbaseServer” on page 95.
Upgrading the Operating System to Windows Server2008 or Windows Server 2008 R2Once EPM System is upgraded to Release 11.1.1.4, you can upgrade the Windows operatingsystem to Windows Server 2008 or Windows Server 2008 R2 based on standard operating systemprocedures. In some cases, it is desirable to re-image the box during this process. The followingsteps highlight this procedure.
62 Installing EPM System Products
Step 1: Back Up Data and Binaries from the SourceMachine(s)In each 2003 source machine, do the following:
1. Shut down all EPM System services and use the Windows Task Manager to validate that theprocesses are shut down.
2. Back up the content of HYPERION_HOME and other directories on the machine where EPMSystem data files reside.
For example, the location of Essbase databases and reports definitions.
3. In the Home directory of the user who installed EPM System on the source machine, backup .oracle.products and set_hyphome_1.bat .
4. If Essbase Server or Integration Services are deployed on this machine, get a list of the ODBCdata sources.
To get a list of the data sources, open the Control Panel, select Administrative Tools, andnote all the DSNs. The ODBC data sources must be recreated on the re-imaged machine.
5. Make a note of all customized environment variables in the source machine (such asess_css_jvm_option1 or ess_jvm_option1 for Essbase).
The environment variables must be recreated on the re-imaged machine.
Step 2: Re-image the Machine(s) to Windows Server 2008 orWindows Server 2008 R2The following restrictions apply:
l If the source operating system is 32 bit, the new operating system must be 32 bit.
l If the source operating system is 64 bit, the new operating system must be 64 bit.
l The new server’s host name must be the same as the source server's host name.
l The drive names and the space on the drives must match between the source and target.
Step 3: Prepare the Machine for EPM System Deployment
ä To prepare the machine for EPM System deployment:
1 Restore the data backed up in Step 1 to the re-imaged machine.
The data must be restored to the same location as the source.
2 Replicate the DSNs from the source machine to the re-imaged machine and recreate the ODBC datasources.
For Essbase or Integration Services, if you are using data sources on the source in the formof a DSN, the same DSN must be available and configured on the re-imaged machine.
Upgrading the Operating System to Windows Server 2008 or Windows Server 2008 R2 63
3 On the re-imaged machine, redefine Windows environment variables you noted on in Step 1 (for example,ess_css_jvm_option1, ess_jvm_option1).
4 If Smart View was installed on the source system, re-install Smart View on the re-imaged machine.
Step 4: Repair the Deployment and Restart EPM System
ä Complete these steps:
1 Run EPM System Installer and select Re-install this release.
The same set of products installed in the target server will be available for repair in the newserver. All these products must be repaired.
2 Use EPM System Configurator to re-configure the environment, including database configuration andapplication server deployment. Re-use the databases on the Database panels.
3 Start EPM System.
4 Use EPM System Diagnostics to validate the configuration.
64 Installing EPM System Products
4Configuring EPM System
Products
In This Chapter
About EPM System Configurator.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Satisfying Initial Requirements ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66
Configuration Sequence... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67
Product Configuration Task Summary ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Using EPM System Configurator .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
Performing Silent Configurations ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Setting Up the Shared Services Registry Without Installing Shared Services ... . . . . . . . . . . . . . . . . . . . 108
What Happens During Configuration ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Troubleshooting Configuration ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
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 to 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 Shared Services—The database that you configure for SharedServices, which holds the Shared Services Registry.
l “Common Settings”—EPM System Configurator displays the Common Settings page onceon each 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 application data in a database.
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 registers products with Shared Services duringconfiguration. You do not need to select this task; all products that require it areautomatically registered.
About EPM System Configurator 65
Use the configuration worksheets throughout this chapter to plan your configuration and todocument the configuration steps for your company if required for disaster recovery.
EPM System Configurator creates a preprovisioned user called admin that enables you to logon to Shared Services after configuration using admin/password to create and provision users.Oracle recommends that you change this password immediately in Oracle Hyperion SharedServices Console.
About the Shared Services RegistryThe Shared Services Registry is part of the database that you configure for Shared 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,Hyperion products and components
l Dependent service data
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 Shared Services Console. See Oracle Hyperion Enterprise PerformanceManagement System Lifecycle Management Guide.
Satisfying Initial RequirementsThe following table describes the tasks to perform if you are using EPM System Configuratorfor the first time.
Table 8 Configuration Requirements
Task Reference
Satisfy system andproduct-specificrequirements.
System requirements in the Oracle Hyperion Enterprise Performance Management System Certification Matrix(http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html) and “InstallationPlanning Checklist” in Oracle Hyperion Enterprise Performance Management System Installation Start Here
Gather the informationyou need to configureproducts.
“Using EPM System Configurator” on page 72
Install a Javaapplication server anda Web server if requiredfor your product.
Application server documentation, and additional information in Oracle Hyperion Enterprise PerformanceManagement System Installation Start Here
66 Configuring EPM System Products
Task Reference
Prepare a relationaldatabase to use forstorage.
Relational database documentation, and additional information in Oracle Hyperion Enterprise PerformanceManagement System Installation Start Here
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. Shared Services must be installed andconfigured for other products to configure successfully. The configuration sequence for variousdeployment scenarios is described in the following sections.
Note: By default, EPM System Configurator uses the same database for all products youconfigure at 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 toconfigure separate databases for products.
If you have already configured EPM Workspace and you deploy any additional products thatare in EPM Workspace, you must run EPM System Configurator again and select the EPMWorkspace “Configure Web Server” task. In this release, the following products and componentsare integrated in EPM Workspace:
l EPM Workspace
l Financial Reporting
l Web Analysis
l Financial Management
l FDM
l Performance Scorecard
l Planning
l Performance Management Architect
l Profitability and Cost Management
l Calculation Manager
l ERP Integrator
l Oracle Business Intelligence Publisher
l Oracle Business Intelligence Enterprise Edition
Optional: The following products are not integrated in EPM Workspace, and although notrequired in most cases, Oracle recommends that you configure the Web server for these productsusing EPM Workspace Web server configuration.
Configuration Sequence 67
l Shared Services
l Administration Services
l Provider Services
Note: For drill through functionality, you are required to configure the Web server for theseproducts using EPM Workspace Web server configuration.
If you do not want to use EPM Workspace Web server configuration for these products, see theOracle Hyperion Enterprise Performance Management System Manual Deployment Guide.
The following two optional administrative tasks have a required sequence:
l Before you configure Performance Management Architect interface datasources, firstconfigure and deploy Shared Services and Performance Management Architect. SharedServices must be running.
l Before you configure Planning clusters (select the Planning task “Planning ClusterManagement”), first configure and deploy Shared Services. Shared Services must be running.
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.
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.
l Oracle Hyperion Data Integration Management. See the Hyperion Data IntegrationManagement Installation Guide.
Note: If you want to install Essbase in standalone mode (not using Shared Services), you canskip the installation for Shared Services. However, you must still configure the SharedServices Registry. To configure the Shared Services Registry without installing SharedServices, you run EPM System Configurator from the command line using the –forceRegistry option. See “Setting Up the Shared Services Registry Without InstallingShared Services” on page 108.
Configuring Products 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. SharedServices must be installed and configured for other products to configure successfully.
After you have completed configuration, perform the postconfiguration tasks required for yourproduct. See Chapter 7, “Performing Postconfiguration Tasks.”
68 Configuring EPM System Products
Configuring Products in a Distributed EnvironmentConfigure the products on the machine on which you installed Shared Services first, and ensurethat Shared Services is running. Shared Services must be installed, configured, and running forother products to configure successfully. Then, for each machine in the deployment, configureall EPM System products at one time for the products installed on the machine.
After you have completed configuration, perform the postconfiguration tasks required for yourproduct. See Chapter 7, “Performing Postconfiguration Tasks.”
Configuring Products in an SSL-Enabled EnvironmentIf you are configuring EPM System products for SSL, configure in this order:
1. Configure Shared Services first. To configure Shared Services, select the Foundation taskson the Product Selection page of EPM System Configurator: “Common Settings,”“Configure Database,” “Deploy to Application Server.” On the “Common Settings” page,select “Enable SSL for communications.”
2. Set up Shared Services for SSL.
See Oracle Hyperion Enterprise Performance Management System SSL Configuration Guide.
3. Make sure Shared Services is running.
4. Configure the rest of the EPM System products.
5. Set up other EPM System products for SSL.
See Oracle Hyperion Enterprise Performance Management System SSL Configuration 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.
Clients do not require configuration and are not included in these tables.
The following table summarizes the configuration options available for Foundation Servicesproducts.
Table 9 Foundation Services Configuration Task Summary
ProductOptions
ConfigureDatabase
Deploy toApplicationServer
Product-specific ConfigurationTasks
Post-configurationTasks
Shared Services X X X (Optional)
CalculationManager
X X
Product Configuration Task Summary 69
ProductOptions
ConfigureDatabase
Deploy toApplicationServer
Product-specific ConfigurationTasks
Post-configurationTasks
PerformanceManagementArchitect
X (Windowsonly)
X X (Optional)
l Interface DatasourceConfiguration (Windows only)
X
EPM Workspace X X X
l Configure Web Server
X (Optional)
The following table summarizes the configuration options available for Essbase products.
Table 10 Essbase Product Configuration Task Summary
ProductOptions
ConfigureDatabase
Deploy toApplication Server
Product-specificConfiguration Tasks
Post-configurationTasks
Essbase X
l Essbase CustomConfiguration
X (Required for UNIX)
AdministrationServices
X (Required onlyif you are usingBusiness Ruleswith Planning orLog Analyzerfeatures)
X X
Provider Services X X
Smart SearchCommand Line Utility
X
Essbase Studio X (Required forEssbase Studiocatalog)
X (Optional)
Integration Services X
The following table summarizes the configuration options available for Reporting and Analysisproducts.
Table 11 Reporting and Analysis Product Configuration Task Summary
ProductOptions
Configure Database Deploy toApplicationServer
Product-specificConfiguration Tasks
Post-configurationTasks
Reportingand Analysis
Note: You configure theReporting and Analysis databasethrough EPM Workspace.
X X
l Service Configuration
l Configure FinancialReporting Server
X
70 Configuring EPM System Products
The following table summarizes the configuration options available for Financial PerformanceManagement Applications products.
Table 12 Financial Performance Management Applications Product Configuration Task Summary
ProductOptions
ConfigureDatabase
Deploy toApplicationServer
Product-specific Configuration Tasks Post-configurationTasks
FinancialManagement (Allconfigurationtasks areWindows only)
X X
l Configure DCOM
l Configure Application Server
l Configure Application Cluster
l Register Application Servers/Cluster
l Configure Web Server
l (Optional) Configure Data Source forExtended Analytics
X
PerformanceScorecard
X X X
Planning X X X X (Optional)
l Manage Planning Clusters
X
Profitability andCostManagement
X X
Strategic Finance(All configurationtasks areWindows only)
X X
l Configure Data Folder
l WebServices Configuration
X
The following table summarizes the configuration options available for Data Managementproducts.
Table 13 Data Management Product Configuration Task Summary
ProductOptions
ConfigureDatabase
Deploy toApplication Server
Product-specificConfiguration Tasks
Post-configurationTasks
FDM (Allconfiguration tasksare Windows only)
X
l Configure FDM Server
X
ERP Integrator X X X
Data RelationshipManagement
X
Product Configuration Task Summary 71
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 49.
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. On UNIX systems, ifyou are using Oracle Application Server, you must install and configure EPM Systemproducts using the same user you used to install Oracle Application Server. If you areusing Windows 2008, install with UAC disabled (see “Upgrading the Operating Systemto Windows Server 2008 or Windows Server 2008 R2” on page 62).
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 Configure.
l From the Start menu, select Programs, then Oracle EPM System, then FoundationServices, and then EPM System Configurator.
l Double-click configtool.bat from HYPERION_HOME/common/config/version_number.
l From a Windows console, change to HYPERION_HOME/common/config/version_number, and then enter startconfigtool.bat -console.
l Create a silent configuration response file. See “Performing Silent Configurations” onpage 107.
l On UNIX, change to HYPERION_HOME/common/config/version_number and thentype ./configtool.sh.
l On UNIX, change to HYPERION_HOME/common/config/version_number and thentype ./configtool.sh —console
2 Review and complete each page of EPM System Configurator, clicking Next to move to the next page.
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 74
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 Configuration” on page 75.
72 Configuring EPM System Products
Page Reference
EPM Systemcommonsettings
“EPM System Common Settings” on page 77
Enableseparatelylicensedproduct options
Select the product features that you are authorized to use based on your license agreement. See “Enable SeparatelyLicensed Product Options” on page 76 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 78.
Applicationserverdeployment
Enter the information as described in “Deploy to Application Server ” on page 80.
Note: For simplicity, Oracle recommends that you use the same application server, and domain or profile, for allproducts that you install.
Product-specificconfigurationtasks
For detailed procedures to configure each product, see the sections:
l “EPM Workspace—Specific Configuration Tasks” on page 88
l “Performance Management Architect—Specific Tasks (Optional)” on page 91
l “Essbase—Specific Tasks” on page 93
l “Planning—Specific Tasks (Optional)” on page 95
l “Financial Management—Specific Tasks” on page 97
l “Reporting and Analysis—Specific Tasks” on page 105
l “Strategic Finance—Specific Tasks” on page 106
l “FDM—Specific Configuration Tasks” on page 106
3 Confirm the configuration tasks to complete, and then click 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
HYPERION_HOME/logs/config/configtool.log
When configuration finishes, the status of each task is displayed. Configuration results arenoted in HYPERION_HOME/logs/config/configtool_summary.log.
4 Click Task Panel to return to the Task Selection page to complete additional configuration tasks.
5 Optional: After you configure all the products on this machine, to validate the installation, clickValidate. See Chapter 6, “Validating the Installation.”
On Windows machines, if you selected “Create Windows Services for configuredcomponents,” the services are started at the completion of the configuration.
Note: The OpenLDAP service (OpenLDAP-slapd) and “Hyperion Financial Management- Management Service" must be started manually.
Using EPM System Configurator 73
Essbase Studio does not have a Windows service. Use the .bat files to start it manually.
On UNIX machines, the services are started at the completion of the configuration.
6 Click Finish.
If configuration is successful, perform any required postconfiguration tasks. See Chapter 7,“Performing Postconfiguration Tasks.”
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.
Task Selection
ä Select the products and tasks to configure for this machine, or click Next to select all therequired tasks.
If you installed multiple instances of Essbase, choose the instance that you want to configure.The instances appear in the Task Selection page as Essbase and Essbase-n.
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.
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.
74 Configuring EPM System Products
If you are applying the maintenance release, the configuration tasks that you need to performare selected for you in EPM System Configurator.
Shared Services and Registry Database Configuration
ä Specify the settings for the Shared Services and Shared Services Registry database.
The first time you configure EPM System products, you configure a database for use by SharedServices, which includes the Shared Services Registry.
When you configure the Shared Services database, EPM System Configurator ensures that thedatabase is connected and is a supported database type. If a database is detected, you may beprompted 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/products/bi/hyperion-supported-platforms.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 page79.
For more information about the Shared Services Registry, see “About the Shared ServicesRegistry” on page 66.
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 uninstalled EPM System products Release 11.1.1.0 or Release 11.1.1.1 and then reinstallinto the same location, you cannot re-use the Shared Services and Shared Services Registrydatabase.
The following table describes options for Shared Services and Registry Database configuration.
Using EPM System Configurator 75
EPM SystemConfigurator Fields
Description YourInformation
Connect to a previouslyconfigured SharedServices database/Perform 1st-timeconfiguration of SharedServices database
When you first configure Shared Services, choose “Perform 1st-time configuration of SharedServices database.” This database includes the Shared Services Registry, which is used tostore 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” inOracle Hyperion Enterprise Performance Management System Installation Start Here foradditional information 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.
Port Select the default or specify a custom Shared Services server port number on which thedatabase listens.
Service Name or SID, orDatabase 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 8, “Reconfiguring EPMSystem Products.”
Advanced options(Optional)
Click to specify additional information.
For more information on these options, see “Advanced Options for Database Configuration(Optional)” on page 79.
You can use this option to configure Oracle RAC.
Note: EPM System Configurator configures the Shared Services database when you click Next.If you later have to click Back, you must select “Connect to a previously configured SharedServices database” and reenter the Shared Services database information.
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.”
76 Configuring EPM System Products
You specify product options only for the following products:
l Planning. For Planning, you can select “Capital Asset Planning” or “Workforce Planning”if you are licensed to use those modules. Selecting these options enables features for thosemodules.
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.
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 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.
EPM SystemConfigurator Fields
Description YourInformation
Create Windows Servicesfor configuredcomponents (Windowsonly)
Select to configure each service as a Windows service that starts automatically when youstart Windows.
Enable SSL forcommunications
Select to enable SSL communication for all Web applications. If this option is selected,URLs are in the form https.
If you enable SSL, in the EPM Workspace Web server configuration page, you must select“SSL Enabled ” and then specify the SSL port used by the Web server. See “Configure EPMWorkspace Web Server” on page 88.
Note: Selecting this option does not enable secure communication for the Web applicationserver, and does not create and load certificates into JREs and JDKs. See Oracle HyperionEnterprise Performance Management System SSL Configuration Guide for more information.
If you want to change from an SSL-enabled environment to a non-SSL-enabled environmentor vice versa, see “Reconfiguring for SSL” on page 161. Modifying this option is notsufficient.
SMTP Mail Server 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-mail alerts,you must specify the SMTP server name.
Admin Email Specify the administrator's e-mail address to use for notifications.
Using EPM System Configurator 77
EPM SystemConfigurator Fields
Description YourInformation
SMTP Server requiresauthentication
Specify whether the SMTP server requires authentication, and then specify a user name andpassword.
User Name Specify the user name for the SMTP server.
Password Specify the password for the SMTP server.
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.
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/products/bi/hyperion-supported-platforms.html).
Ensure that the database is set up as described in “Preparing a Database” in Oracle HyperionEnterprise Performance Management System Installation Start Here.
The first time you configure, a default database name is displayed. Change the defaults to matchthe name of the database and user you already created.
Note the following about database configuration:
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/products/bi/hyperion-supported-platforms.html) for a list of supported databases for each product.
The following table describes options for database configuration.
EPM SystemConfigurator Fields
Description YourInformation
Database configuration forthe following products
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.
78 Configuring EPM System Products
EPM SystemConfigurator Fields
Description YourInformation
Connect to a previouslyconfigured database/Perform 1st-timeconfiguration of database
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.
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.
Username Enter the database user name.
Password Enter the database user password.
Note: If the password changes, reconfigure as described in “Changing RepositoryPasswords” on page 163.
Advanced Options(Optional)
Click to specify additional information. See “Advanced Options for Database Configuration(Optional)” on page 79.
You can use this option to configure Oracle RAC.
You can use Windows Authentication for SQL Server connections if you use Microsoft SQLServer database. See “Setting Up Microsoft SQL Server Windows Authentication” on page79.
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.
Using EPM System Configurator 79
EPM SystemConfigurator Fields
Description YourInformation
JDBC URL Enter additional attributes for the connection. See Appendix D, “JDBC URL Attributes” foradditional information.
If you enter a JDBC URL, it overrides the values you entered in the database configurationpage.
Additional configuration for Oracle
Data Tablespace Enter the name of an existing tablespace used to store table data. The data tablespace is thelogical portion of the database used to allocate storage for table data.
Additional configuration for Financial Management
Database ConnectionLink (UDL)
Accept the default or specify a different UDL file.
The Database Connection Link (UDL) defines the database connection information forFinancial Management applications. EPM System Configurator provides a default UDL file foruse with 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.”
Encrypt UDL Specify whether to encrypt the UDL file. Oracle recommends that you encrypt the UDL file.
See “Encrypting UDL Files” on page 213.
Deploy to Application Server
ä Select the application server and deployment type.
Note the following information about deploying:
l You can deploy multiple products to one application server, in a single profile (WebSphere)or domain (Oracle WebLogic Server).
l For simplicity, Oracle recommends that you use the same application server, and domainor profile.
l A Web application server might not be available if one of the selected products doesn’tsupport it. In this case, configure this product separately. See the Oracle Hyperion EnterprisePerformance Management System Certification Matrix (http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html) for a list of supported Web applicationservers for each product.
l EPM Workspace and the application being integrated must be deployed to the same Webapplication server type. For example, if EPM Workspace is deployed to Oracle ApplicationServer, Performance Management Architect must also be deployed to Oracle Application
80 Configuring EPM System Products
Server. If an application being integrated does not support the EPM Workspace Webapplication server, you can redeploy EPM Workspace to a commonly supported Webapplication server (WebLogic Server), or perform a separate deployment.
l If you are implementing a custom authentication module, you must include its Java archive(.jar) in the EPM Product classpath. The most reliable method of adding the customauthentication module Java archive to a J2EE Web application classpath is to add it to theclasspath in the enterprise or Web archive (.ear or .war) of an application before you deployit. See the Oracle Hyperion Enterprise Performance Management System SecurityAdministration Guide for detailed procedures to perform before you run EPM SystemConfigurator.
Note the following information about automatic deployment:
l Only 32-bit application servers are supported for auto-deployment. For products thatsupport it, to deploy to 64-bit application servers, install the 64-bit binaries for thoseproducts using the “Choose components individually” option in EPM System Installer andthen follow the manual deployment instructions in Oracle Hyperion Enterprise PerformanceManagement System Manual Deployment Guide.
Note the following information about manual deployment:
l Run EPM System Configurator on each application server machine.
l Select the Manual option in the Web application server deployment page. You must performthis step to update the Shared Services Registry and lay down the .ear and .war files.
l Specify the correct hostname and port information.
l If necessary, use the advanced Set Up option to configure access using a logical address.
See the Oracle Hyperion Enterprise Performance Management System Manual DeploymentGuide for deployment procedures for each application server and product.
The following table describes options for application server deployment configuration.
EPM SystemConfiguratorFields
Description YourInformation
Select Server:Automatic/Manual
Select the Web Application Server you installed, and then specify whether you want to deployautomatically or manually.
If you select Embedded Java Container, you can deploy only automatically.
If you are deploying your product to one application server, decide between these deploymentoptions:
l Automatic—Deploys all files to the application server. In most cases, no other deployment tasksare required.
l Manual—EPM System Configurator places the necessary Web archives (EAR or WAR) in directoriesto enable manual deployment at a future time.
If you select Manual, see the Oracle Hyperion Enterprise Performance Management System ManualDeployment Guide for details.
Using EPM System Configurator 81
Note: For information about preparing the application server, see Oracle Hyperion EnterprisePerformance Management System Installation Start Here.
Application Server Deployment: Oracle Application Server
ä Specify the application server options, or click Next to accept the default entries.
EPM System Configurator creates a group for each deployed Web application, with the samename as the Server.
The following table describes options for Oracle application server deployment configuration.
EPM SystemConfiguratorFields
Description YourInformation
Location Enter the path to the application server installation directory; for example:
l Windows — C:/Oracle/product/OracleAS
l UNIX/Linux — /opt/app/oracle/product/OracleAS
Ear/War Select the components to deploy.
Name Displays the server name.
Advanced Set up If you have set up a cluster, or plan to set one up, click “Set up.” See “Cluster Setup” on page87.
If you do not select “Set up,” EPM System Configurator adds this deployment to a default clusterwith the name Default.
For more information about clustering, see Oracle Hyperion Enterprise Performance ManagementSystem High Availability Guide. For more information about clustering Shared Services, see thewhite papers available at http://www.oracle.com/technology/products/bi/resource-library.html.
What Happens During Deployment: OracleEPM System Configurator deploys the application to:
HYPERION_HOME/deployments/AppServNameAndVersion
Under this directory, the bin directory contains start and stop scripts for all deployedapplications. For each application, there is also a setCustomParamsProduct.bat file (.shextension for UNIX), where JAVA_OPTIONS can be changed when using start scripts.
Application Server Deployment: Oracle | BEA WebLogic
ä Specify the application server options, or click Next to accept the default entries.
On WebLogic Server, a default user name and password of hyperion is used to administer thedomain. You can manually change the credentials after deploying.
82 Configuring EPM System Products
The following table describes options for WebLogic application server deploymentconfiguration.
EPM SystemConfiguratorFields
Description YourInformation
Location Enter the path to the application server installation directory. For example:
l Windows — c:/bea/weblogic92
l UNIX — /opt/bea/weblogic92
Domain Displays the default name of the domain where you access the application. All applications deployto the same domain. To change the domain name, see “What Happens During Deployment: WebLogicServer” on page 84.
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.
Note: If you change this port to something other than the default, you must redeploy the EPMWorkspace Web application.
SSL Port Accept the default port or specify the SSL Port to use for automatic deployment. Specifying this portsets up SSL using the Java application server's default certificates. See the Oracle Hyperion EnterprisePerformance Management System SSL Configuration Guide for recommendations on updating theJava application server with a valid certificate.
If you are using SSL, you must clear the non-SSL port in your Java application server after configurationto ensure secure communication. See Oracle Hyperion Enterprise Performance Management SystemManual Deployment Guide.
Advanced Set up If you have set up a cluster, or plan to set one up, click “Set up.” See “Cluster Setup” on page87.
If you do not select “Set up,” EPM System Configurator adds this deployment to a default clusterwith the name Default.
For more information about clustering, see Oracle Hyperion Enterprise Performance ManagementSystem High Availability Guide. For more information about clustering Shared Services, see the whitepapers available at http://www.oracle.com/technology/products/bi/resource-library.html.
Considerationsl You cannot deploy Web applications using EPM System Configurator when the Admin
Server port for WebLogic Server has been changed to a non-default port. To deploy usingEPM System Configurator, change the Admin server port to 7001 and re-deploy.
l When applying the maintenance release from Release 11.1.1.3 to Release 11.1.1.4, you mustupgrade the WebLogic version to WebLogic 9.2MP4 before running configuration. Afteryou have upgraded to WebLogic 9.2MP4, follow these steps:
1. Update HYPERION_HOME/deployments/WebLogic9/bin/setDomainEnv.cmd[sh] with the new location of WebLogic, JDK, and JRockit.
Using EPM System Configurator 83
2. Clean WebLogic temp and precompiled JPS’s:
HYPERION_HOME/deployments/temp
HYPERION_HOME/deployments/WebLogic9/precompiled
3. Install the maintenance release for Release 11.1.1.4 and configure with WebLogic9.2MP4.
What Happens During Deployment: WebLogic ServerEPM System Configurator deploys each application to the same WebLogic Server domain. Thedomain is created when the first application is deployed. Each application runs in a separateJVM.
EPM System Configurator deploys the application to
HYPERION_HOME/deployments/AppServNameAndVersion.
Under this directory, the bin directory contains start and stop scripts for all deployedapplications. For each application, there is also a setCustomParamsProduct.bat file (.shextension for UNIX), where JAVA_OPTIONS can be changed when using start scripts.
To change the default profile directory, modify the deployment directory parameter inweblogic.properties, which is in:
HYPERION_HOME/common/config/9.5.0.0/resources/AppServName/resources.
Note: Oracle does not recommended changing other parameters in this file.
Application Server Deployment: WebSphere
ä Specify the application server options, or click Next to accept the default entries.
The following table describes options for WebSphere application server deploymentconfiguration.
84 Configuring EPM System Products
EPM SystemConfiguratorFields
Description YourInformation
Location Enter the path to the application server installation directory.
l For example, WebSphere Base:
m Windows — c:/WebSphere/AppServer
m UNIX — /opt/WebSphere/AppServer
l For example, WebSphere Express:
m Windows — c:/IBM/WebSphere/Express61/AppServer
m UNIX — /opt/IBM/WebSphere/Express61/AppServer
If disk space is inadequate, EPM System Configurator places java.io.tempdir in HYPERION_HOME/temp. After deployment, the temp directory is deleted.
Profile Displays the name of the profile where you access the application. By default, all applications deployto the same profile. To change the profile name, see “What Happens During Deployment: WebSphere”on page 85.
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 automatic deployment. Specifying this portsets up SSL using the Java application server's default certificates. See the Oracle Hyperion EnterprisePerformance Management System SSL Configuration Guide for recommendations on updating theJava application server with a valid certificate.
If you are using SSL, you must clear the non-SSL port in your Java application server after configurationto ensure secure communication. See Oracle Hyperion Enterprise Performance Management SystemManual Deployment Guide.
Advanced Setup
If you have set up a cluster, or plan to set one up, click “Set up.” See “Cluster Setup” on page87.
If you do not select “Set up,” EPM System Configurator adds this deployment to a default cluster withthe name Default.
For more information about clustering, see Oracle Hyperion Enterprise Performance ManagementSystem High Availability Guide. For more information about clustering Shared Services, see the whitepapers available at http://www.oracle.com/technology/products/bi/resource-library.html.
What Happens During Deployment: WebSphereEPM System Configurator deploys each application to the same WebSphere profile. The profileis created when the first application is deployed. Each application runs in a separate JVM.
EPM System Configurator deploys the application to
HYPERION_HOME/deployments/AppServNameAndVersion.
Using EPM System Configurator 85
Under this directory, the bin directory contains start and stop scripts for all deployedapplications. For each application, there is also a setCustomParamsProduct.bat file (.shextension for UNIX), where JAVA_OPTIONS can be changed when using start scripts.
To change the default profile directory, modify the deployment directory parameter inwebsphere.properties in
HYPERION_HOME/common/config/9.5.0.0/resources/AppServName/resources.
Note: Oracle does not recommended changing other parameters in this file.
Web Server Plug-ins Directory
ä If requested, specify the installation location of the Web server plug-ins.
EPM System Configurator displays this page only if it cannot find the plug-ins.
Application Server Deployment: Embedded Java Container
ä Specify the application server options, or click Next to accept the default entries.
The following table describes options for the Embedded Java Container application serverdeployment configuration.
EPM SystemConfiguratorFields
Description YourInformation
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 automatic deployment. Specifying this portsets up SSL using the Java application server's default certificates. See the Oracle Hyperion EnterprisePerformance Management System SSL Configuration Guide for recommendations on updating theJava application server with a valid certificate. If you are deploying manually, see the Oracle HyperionEnterprise Performance Management System SSL Configuration Guide.
If you are using SSL, you must clear the non-SSL port in your Java application server after configurationto ensure secure communication. See Oracle Hyperion Enterprise Performance Management SystemManual Deployment Guide.
86 Configuring EPM System Products
EPM SystemConfiguratorFields
Description YourInformation
Advanced Set up If you have set up a cluster, or plan to set one up, click “Set up.” See “Cluster Setup” on page87.
If you do not select “Set up,” EPM System Configurator adds this deployment to a default clusterwith the name Default.
For more information about clustering, see Oracle Hyperion Enterprise Performance ManagementSystem High Availability Guide. For more information about clustering Shared Services, see the whitepapers available at http://www.oracle.com/technology/products/bi/resource-library.html.
What Happens During Deployment: Embedded Java ContainerEPM System Configurator deploys the application to:
HYPERION_HOME/deployments/AppServNameAndVersion
Under this directory, the bin directory contains start and stop scripts for all deployedapplications. For each application, there is also a setCustomParamsProduct.bat file (.shextension for UNIX), where JAVA_OPTIONS can be changed when using start scripts.
Cluster Setup
ä If you selected Set up, specify the following:
The following table describes options for cluster setup configuration.
EPM SystemConfiguratorFields
Description YourInformation
Edit defaultcluster
Specify a new URL for the cluster to use by default. (Specifying this URL does not create the cluster.)
You should have only one cluster for Shared Services, EPM Workspace, Performance ManagementArchitect, Reporting and Analysis, Calculation Manager, and ERP Integrator. EPM SystemConfigurator creates a cluster for these products and uses it as the default cluster. You cannotdefine a new cluster for these products.
Define new cluster Specify the URL to use as the default for the cluster you will create. (Specifying this URL does notcreate the cluster.) Provide a logical or physical address only.
If you selected “Enable SSL for communications” on the Common Settings page, make sure thecluster URL you override with uses an SSL port.
Add to existingcluster
Specify the URL to add to the cluster. Provide a logical or physical address only to be associatedwith the Web application.
To manage clusters for Planning, in EPM System Configurator, select “Manage PlanningClusters ” from the Task Selection Panel for Planning.
Using EPM System Configurator 87
For information about clustering EPM System products, see Oracle Hyperion EnterprisePerformance Management System High Availability Guide. For more information aboutclustering Shared Services, see the white papers available at http://www.oracle.com/technology/products/bi/resource-library.html.
EPM Workspace—Specific Configuration Tasks
Configure EPM Workspace Services
ä Specify the following EPM Workspace service information, or click Next to accept thedefaults:
The following table describes options for EPM Workspace Services configuration.
EPM SystemConfigurator Fields
Description YourInformation
Repository Directory Specify the directory where the Reporting and Analysis repository data is stored; for example:HYPERION_HOME/products/Foundation/worskpace/data/directoryName.
If you are replicating repositories, specify a write-able, shared drive.
Port Ranges Specify the port range to use for EPM Workspace services.
Configure EPM Workspace Web Server
ä Specify EPM Workspace Web server information, or click 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.
If you later deploy any additional products that are in EPM Workspace, run EPM SystemConfigurator again and select the EPM Workspace Web Server Configuration task.
Components for the following products can be listed:
l EPM Workspace
l Financial Reporting
l Web Analysis
l Financial Management
l FDM
l Performance Scorecard
l Planning
l Performance Management Architect
l Profitability and Cost Management
88 Configuring EPM System Products
l Calculation Manager
l ERP Integrator
l BI Publisher
BI Publisher is included in this list only after you have completed prerequisite steps. See“Integrating BI Publisher into EPM Workspace” on page 90.
l Oracle BI EE
Oracle BI EE is included in this list only after you have completed prerequisite steps. See“Integrating Oracle BI EE into EPM Workspace” on page 91.
Optional: The following products are not integrated in EPM Workspace, and although notrequired in most cases, Oracle recommends that you configure the Web server for these productsusing EPM Workspace Web server configuration.
l Shared Services
l Administration Services
l Provider Services
Note: For drill through functionality, you are required to configure the Web server for theseproducts using EPM Workspace Web server configuration.
If you do not want to use EPM Workspace Web server configuration for these products, see theOracle Hyperion Enterprise Performance Management System Manual Deployment Guide.
The following table describes options for EPM Workspace Web server configuration.
EPM SystemConfiguratorFields
Description YourInformation
Select Web Server Select the Web server.
Port Specify the Web server port. If you enable SSL, make sure the port number you enter is a secureport.
If you are using SSL in a UNIX environment, specify the port number for the SSL-capable Apacheinstallation that you installed instead of the port number for the default EPM System installation.See “Installation Prerequisites” on page 48.
Note: For WebSphere only, if you specify a port other than the default (8080), you must redeploythe EPM Workspace Web application.
SSL Enabled Select whether to enable SSL.
Location of WebServer
Specify or browse to the location of the Web server.
This field is not required if you are using IIS.
If you are using SSL in a UNIX environment, select the SSL-capable Apache installation that youinstalled instead of the default EPM System installation. See “Installation Prerequisites” on page48.
Using EPM System Configurator 89
EPM SystemConfiguratorFields
Description YourInformation
Component Select the check box adjacent to each module to integrate with EPM Workspace.
Host For each enabled module, review the host name to which this Web server will proxy requests.
Context Review the context path. The context path is the part of the URL that accesses the deployed Webapplication. For example, in the following URL, workspace is the context path:
http://webserverhost.example.com:19000/workspace
Port Review the port numbers for the application server listen ports for the applications. The port heremust match the listen port of the deployed application. For Embedded Java Container, this port isthe AJP listen port, not the HTTP listen port.
Note: Use fully qualified host names for all entries. For example,webserverhost.example.com.
When Reporting and Analysis Web applications are distributed between two or more machines,or when configuring a Web server on a machine other than where the application server(s) areinstalled, you must provide the following:
l The correct application server hostnames—Specify the machine name and port as part ofthe EPM System Configurator.
l Web server plug-in ports—Manually enter the information in the Web server plug-inconfiguration files.
See Oracle Hyperion Enterprise Performance Management System Manual Deployment Guide fordetails on the required manual configuration.
Integrating BI Publisher into EPM Workspace
Before you can integrate BI Publisher into EPM Workspace, you must complete the prerequisitesteps described in the Oracle Business Intelligence Publisher Administrator's and Developer'sGuide.
The following provides an overview of the process:
ä To integrate BI Publisher into EPM Workspace:
1 Register the BI Publisher server with EPM Workspace and Shared Services.
2 Configure the BI Publisher server to use the CSS security model.
3 Use EPM System Configurator to configure the EPM Workspace Web server to proxy to the OracleBusiness Intelligence Publisher server. On the Task Selection page, select the EPM Workspace WebServer Configuration task. See “Configure EPM Workspace Web Server” on page 88.
90 Configuring EPM System Products
Integrating Oracle BI EE into EPM Workspace
Before you can integrate Oracle BI EE into EPM Workspace, you must complete prerequisitesteps.
For information about prerequisite steps for integrating Oracle BI EE with EPM Workspace, seethe Oracle Business Intelligence New Features Guide.
After you have completed these prerequisite steps, use EPM System Configurator to configurethe EPM Workspace Web server to proxy to the Oracle Business Intelligence Enterprise Editionserver. On the Task Selection page, select the EPM Workspace Web Server Configuration task.See “Configure EPM Workspace Web Server” on page 88.
Performance Management Architect—Specific Tasks(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.
EPM SystemConfigurator Fields
Description YourInformation
Create a newdatasource link
Select “Create a new datasource link,” click “Next,” and then:
1. Choose the database type. See “Interface Datasource Database Type (Optional)” on page92.
2. Specify the interface datasource database properties. See “ Interface Datasource Details(Optional)” on page 92.
Using EPM System Configurator 91
EPM SystemConfigurator Fields
Description YourInformation
Edit an existingdatasource link
Select “Edit an existing datasource link,” click “Next,” and then:
1. Choose the datasource to edit. See “ Select Datasource to Edit or Delete (Optional)” onpage 93.
2. Modify the datasource properties. See “ Interface Datasource Details (Optional)” on page92.
Delete a datasourcelink
Select “Delete a datasource link,” click “Next,” and then choose the instance to delete. See“ Select Datasource to Edit or Delete (Optional)” on page 93.
Interface Datasource Database Type (Optional)
ä Select the specific database type (Oracle, SQL or DB2) and click 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.
EPM System ConfiguratorFields
Description Your Information
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.
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.
92 Configuring EPM System Products
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 TasksConfigure the instance of Essbase Server that you selected on the Task Selection page.
Essbase Server Configuration
ä Specify the configuration information for Essbase Server, or click Next to accept the defaultsettings. In general, Oracle recommends that you keep the default settings.
EPM System Configurator configures the instance of Essbase that you selected on the TaskSelection page. If you installed an additional instance of Essbase Server, it is displayed as Essbase-n on the Task Selection page. For additional information about configuring an additionalinstance of Essbase Server, see “Configuring and Starting an Additional Instance of EssbaseServer” on page 95.
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. For more information about the environment variables, seeAppendix B, “Optional Manual Configuration for Essbase Products.”
The following table describes the configuration options for Essbase Server.
Table 14 Essbase Server Configuration
EPM SystemConfigurator Fields
Description YourInformation
Agent Port Number Accept the default port number on which the Essbase Server listens for client requests. If youchange the default value, be sure to enter a port number that is not used by other programs.
The port value is stored in essbase.cfg.
Start Port Enter the first port number that Essbase Server tries to use to connect.
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, youneed a larger port range.
Full path toapplication location(ARBORPATH)
The location for applications.
Note: Previous versions of Essbase used ARBORPATH to refer to the installation location.
Using EPM System Configurator 93
EPM SystemConfigurator Fields
Description YourInformation
Set the language to beused by Essbase(ESSLANG)
The ESSLANG variable is a locale definition. For example, to support American English, you canset ESSLANG to English_UnitedStates.Latin1@Binary.
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 setting of thecomputer’s operating system.
In addition, on a Windows machine, the ESSLANG value and the system locale must match thelanguage of the Planning application that you plan to take offline.
You must choose the correct ESSLANG setting for Essbase products to start successfully. TheESSLANG setting can affect the function of applications and databases.
On Windows, if ESSLANG is already set on the computer (for example, if you have alreadyinstalled Essbase), the current value is selected by default.
On UNIX platforms, the ESSLANG setting defaults to English (Latin I) regardless of thesetting in the operating system.
For more details about ESSLANG, see “ESSLANG Variable” on page 94.
For the full list of supported ESSLANG values, see Oracle Essbase Database Administrator'sGuide.
Deploy Essbase instandalone mode
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 EPM SystemConfigurator.
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." For AdministrationServices, the ESSLANG value is stored in HYPERION_HOME/products/essbase/eas/server/OlapAdmin.properties; for Provider Services, it is stored in HYPERION_HOME/products/Essbase/aps/bin/Essbase.properties.
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.
94 Configuring EPM System Products
Clients also use locales. ESSLANG variables are optional for clients. If ESSLANG is not defined ona client, the locale specified for the operating system is used. Client and Essbase locale valuesmust be the same for non-Unicode-mode clients and applications. For Unicode-modeapplications, client and Essbase 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.
Configuring and Starting an Additional Instance of Essbase Server
ä To configure an additional instance of Essbase Server on Windows:
1 During configuration with EPM System Configurator, select Essbase-n on the Task Selection Panel, wheren is the instance that you want to configure.
2 On the Essbase Server Configuration page, specify a unique agent port and port range for the additionalinstance of Essbase Server. The range of ports used by one Essbase Server instance must not overlapthe 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. In addition, the setting InstanceID is created in theessbase.cfg file for this installation, so that each instance of Essbase Server has its ownlog file directory.
Each instance of Essbase Server has its own startup script. To start an additional instance ofEssbase Server, use the startEssbase.cmd|.sh script for this installation.
Planning—Specific Tasks (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 Shared Services. Shared Services must be running.
Using EPM System Configurator 95
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.
EPM SystemConfiguratorFields
Description YourInformation
Create Cluster Select “Create Cluster,” click “Next,” and then specify the cluster properties. See “Planning ClusterManagement — Cluster Properties (Optional)” on page 96.
Edit Cluster Select “Edit Cluster,” click “Next,” choose the cluster to edit, and then modify the cluster properties.See “Edit Planning Cluster (Optional)” on page 97.
Delete Cluster Select “Delete Cluster,” click “Next,” and then choose the cluster to delete. See “Planning ClusterManagement — Cluster Properties (Optional)” on page 96.
Activate Cluster Select “Activate Cluster,” click “Next,” and then choose the cluster to activate. See “PlanningCluster Management — Cluster Properties (Optional)” on page 96.
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 “Next,” and then choose the cluster and theapplication to associate. See “Planning Cluster Management — Cluster Properties (Optional)” onpage 96.
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.
96 Configuring EPM System Products
EPM SystemConfigurator Fields
Description YourInformation
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 “Next,” and then edit the clusterproperties. See “Edit Planning Cluster (Optional)” on page 97.
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 then theapplication 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.
EPM SystemConfigurator Fields
Description YourInformation
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.
SSL Select to enable SSL (Secure Sockets Layer).
Activate as ActiveCluster
Select to display the applications in EPM Workspace that are associated with this cluster.
Financial Management—Specific TasksYou must run EPM System Configurator as an administrator to configure FinancialManagement.
Using EPM System Configurator 97
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.
EPM SystemConfiguratorFields
Description YourInformation
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.
98 Configuring EPM System Products
EPM SystemConfiguratorFields
Description YourInformation
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 Next to accept the defaults.
The following table describes options for Financial Management application serverconfiguration.
Using EPM System Configurator 99
EPM SystemConfiguratorFields
Description YourInformation
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 HYPERION_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 administrative tasks. The Administrator Groupmust 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.
EPM SystemConfigurator Fields
Description YourInformation
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.
EPM System creates a default cluster if none exist.
Servers in theCluster
The list displays all servers in the currently selected cluster. To remove a server from the list,select it and click Remove.
100 Configuring EPM System Products
EPM SystemConfigurator Fields
Description YourInformation
Available Servers Select the server that you want to include in the cluster, and click 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.
EPM System ConfiguratorFields
Description Your Information
Available Servers/Cluster Select the server or cluster that you want to register and click Add.
This list displays all the defined clusters and individual servers.
Registered Servers/Cluster To remove a server or cluster from the list to register, select it and click Remove.
This list displays registered servers or clusters.
Configure Financial Management Web Server
ä Select the components that you want to enable as Web applications in IIS or click Next toaccept the default.
The following table describes options for Financial Management Web server configuration.
Using EPM System Configurator 101
EPM System ConfiguratorFields
Description YourInformation
Configure IIS for FinancialManagement Web Application
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 102.
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 “Financial Management Enable Smart ViewProvider” on page 103.
Configure IIS to Enable LifecycleManagement
Select to enable Lifecycle Management as a Web application in IIS.
Configure Financial Management Web Application
ä Configure the Web server for Financial Management or click Next to accept the defaults.
The following table describes options for Financial Management Web application configuration.
EPM SystemConfigurator Fields
Description YourInformation
Web Server InstallationDirectory
Accept the default or enter or browse to the path for the Financial Management Webinstallation directory.
Note: The default location is the directory in which the Web components were installed, forexample: HYPERION_HOME/products/FinancialManagement/Web/HFM.
Virtual Directory Name Accept the default or enter the virtual directory name; for example: HFM.
Web Session Timeout Accept the default or specify the timeout in minutes.
Advanced Options Click “Advanced Options” to specify additional options for the Web server configuration.
See “Financial Management Web Application Advanced Options” on page 102.
Financial Management Web Application Advanced Options
ä Specify additional options for the Financial Management Web server.
The following table describes advanced options for Financial Management Web applicationconfiguration.
102 Configuring EPM System Products
EPM SystemConfiguratorFields
Description YourInformation
File TransferDirectory
Browse to the path for the directory for the load, extract, and log files, or use the default location; forexample, HYPERION_HOME/products/FinancialManagement/Web/HFM/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
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 inbytes, so if you expect to load files of 200 megabytes, you change the setting for maximum uploadfile size to 200,000,000 bytes.
Response BufferSize
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 156.
Financial Management Enable Smart View Provider
ä Configure the Web server for Smart View.
The following table describes options for Financial Management Smart View Providerconfiguration.
EPM SystemConfigurator Fields
Description YourInformation
Web ServerInstallation Directory
Enter the location in which Smart View was installed or use the default location.
Note: The default location is HYPERION_HOME/products/FinancialManagement/Web/HFMOfficeProvider.
Virtual DirectoryName
Enter the virtual directory name for Smart View or use the default virtual directory.
The default directory name is HFMOfficeProvider.
Using EPM System Configurator 103
EPM SystemConfigurator Fields
Description YourInformation
Web Session Timeout Accept the default, or enter the Web session timeout value in seconds.
Note: The default session timeout is 360 seconds. You should set the timeout option to alength of time appropriate for your Smart View sessions.
Advanced Options Click to specify advanced options for Smart View configuration. See “Smart View Web ServerConfiguration Advanced Options” on page 104.
Smart View Web Server Configuration Advanced Options
ä Specify additional options for the Smart View Web server configuration.
The following table describes advanced options for Smart View Web server configuration.
EPM System ConfiguratorFields
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 connectionkeep alive
If you use a proxy server between the Web server and client, select this option andset 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 option andset a time interval, in seconds, for the connection.
Always warn when client versionis newer
Select to warn of a newer add-in version.
Configure Financial Management Data Source for Extended Analytics
ä Optional: Specify DSN information for Extended Analytics.
If you do not want to specify Data Source Name (DSN) information for Extended Analytics,skip this task.
This task is available for the services tier installation of Financial Management.
The Extended Analytics feature enables you to use Essbase to analyze data and produce reports.You use a data source name (DSN) to specify the relational database destination for ExtendedAnalytics.
The following table describes options for Financial Management Extended Analyticsconfiguration.
104 Configuring EPM System Products
EPM SystemConfiguratorFields
Description YourInformation
DSN Name Enter the data source name.
(The UDL must already be created.)
DSN Path Enter or browse for the data source path.
The DSN Path is the UDL for Extended Analytics. You must have already created this UDL file. Youcan encrypt this UDL file if you name it with the extension .hfmudl. See “Encrypting UDL Files”on page 213.
Index Tablespace Optional: To specify the database tablespaces in which the Financial Management data tablesand indexes are created, select the index location.
Note: For Oracle and IBM DB2 SMS, you can specify only a data tablespace; index tablespacesare not used.
Data Tablespace Optional: To specify the database tablespaces in which the Financial Management data tablesand indexes are created, select the data table location.
To select a different UDL file after initial configuration, create the UDL file, rerun EPM SystemConfigurator, select “Configure Financial Management for Extended Analytics,” and specify thenew DSN.
You should not use the relational database and UDL file for Extended Analytics that you use foryour Financial Management applications. You should create a database for the exported starschema and data, and a UDL file that points to the database.
Note: When you use multiple servers with the Extended Analytics feature, you must set up eachapplication server so that these elements are the same on all servers: Clock Setting, DataSource, and UDL File.
Reporting and Analysis—Specific TasksConfigure Reporting and Analysis services.
Reporting and Analysis Service Configuration
ä Specify the following options to configure Reporting and Analysis services, or click Next toaccept the defaults.
The following table describes options for Reporting and Analysis service configuration.
EPM System ConfiguratorFields
Description Your Information
Service Name/Port Range For each listed Reporting and Analysis Interactive Reporting service, specify the rangeof ports to use, or click “Next” to keep the default port ranges.
Using EPM System Configurator 105
Strategic Finance—Specific TasksDuring configuration, EPM System Configurator creates a default instance for Strategic Finance.
Strategic Finance Configuration
ä Specify the location of the Strategic Finance data directory, or click Next to accept the default.
The following table describes options for Strategic Finance configuration.
EPM System Configurator Fields Description Your Information
Data Directory 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.
EPM System ConfiguratorFields
Description Your Information
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.
FDM—Specific Configuration TasksThis task updates the Shared Services Registry with information about FDM and registers FDMwith Shared Services; however, no pages appear, and you do not have to enter any information.See the Oracle Hyperion Financial Data Quality Management Configuration Guide for additionalinformation about configuring FDM.
106 Configuring EPM System Products
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.
ä To record configuration settings and run a silent configuration:
1 Navigate to the directory that contains EPM System Configurator. By default, the directory isHYPERION_HOME/common/config/9.5.0.0.
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:HYPERION_HOME/common/config/9.5.0.0/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.
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.
5 From the command line, enter a command:
configtool.bat -silent filename or ./configtool.sh -silent filename.
The configuration runs in the background.
Performing Silent Configurations 107
Note: Silent response files are not compatible between EPM System Release 11.1.1.0, Release11.1.1.1, and 11.1.1.2. If you created silent response files for use with EPM System Release11.1.1.0 or 11.1.1.1, you must re-create them for use with EPM System Release 11.1.1.2.If you are applying the maintenance release to go to Release 11.1.1.4, you need to re-createsilent response files only if you are installing ERP Integrator.
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 the Shared Services Registry WithoutInstalling Shared ServicesIf you want to install Essbase in standalone mode (not using Shared Services), you can skip theinstallation for Shared Services. However, you must still configure the Shared Services Registrydatabase. To configure the Shared Services Registry database without installing Shared Services,you run EPM System Configurator from the command line using the –forceRegistry option.This option forces the “Shared Services and Registry Database Configuration” page to displayduring configuration so you can enter database details for the Shared Services Registry. EPMSystem Configurator populates the database with tables for the Shared Services Registry, but notfor Shared Services.
ä To configure the Shared Services Registry without installing Shared Services:
1 Start EPM System Configurator from the command line, including the –forceRegistry option:
l From a Windows console, change to HYPERION_HOME/common/config/version_number, and then enter configtool.bat —forceRegistry.
l On UNIX, change to HYPERION_HOME/common/config/version_number and thentype ./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.
108 Configuring EPM System Products
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 Starts all the services on this machine.
l Configures each product to start as a Windows service, if you select this option on theCommon Settings page during configuration. An exception is Integration Services, whichis configured to start as a Windows service during installation.
l Creates a default Shared Services Administrator role in Native Directory when you configureShared Services. This is the only preprovisioned user created. Subsequently, when you useEPM System Configurator to register products with Shared Services, the Shared ServicesAdministrator role is provisioned with the product administrator role. Make sure to changethis password right away in the Shared Services Console.
Troubleshooting ConfigurationAll configuration warnings and errors are logged as follows:
HYPERION_HOME/logs/config
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 109
110 Configuring EPM System Products
5Starting and Stopping EPM
System Products
In This Chapter
Using a Single Script to Start Services... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Summary List of Services and Processes ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Services and Processes ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Launching Clients .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
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. Before you startthe services, change them to use the appropriate domain account.
Using a Single Script to Start ServicesEPM System Installer installs a single start script in HYPERION_HOME/products/bin, calledstart.bat|sh. Running the single start script on a machine in your EPM System deploymentstarts all EPM System services installed on that machine.
Note: “Hyperion Financial Management - Management Service" must be started manually.
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 page112. 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.
Using a Single Script to Start Services 111
After running the single start script, you can run EPM System Diagnostics to determine whichservices on a machine are running. See Chapter 6, “Validating the Installation.” Wait at leasttwo minutes after running the single start script before running EPM System Diagnostics, toallow services enough time to start.
A single stop script, stop.bat|sh is also installed in HYPERION_HOME/products/bin.Running the stop script on a machine in your EPM System deployment stops all EPM Systemproducts on that machine.
Note: On WebLogic Server, batch files have a .cmd extension instead of a .bat extension.
Summary List of Services and ProcessesThe following EPM System product services and processes are listed below in their recommendedstartup order.
1. Databases for repositories.
2. Any corporate user directories that you plan to configure for use with Shared Services.
3. Shared Services OpenLDAP, or Oracle Internet Directory, depending on which is used asShared Services Native Directory.
4. Shared Services application server
5. Oracle Hyperion Remote Authentication Module
6. EPM Workspace Agent (CMC Agent)
7. EPM Workspace Web server
8. Performance Management Architect Services
9. Essbase Server
10. Administration Services application server
11. Smart Search Command Line Utility application server
12. Integration Services Server
13. Essbase Studio Server
14. Provider Services application server
15. Reporting and Analysis (in any order):
a. Financial Reporting Services
b. Web Analysis application server
16. Remaining services or processes (in any order):
l Performance Management Architect application server
l Performance Management Architect Data Synchronizer application server
l Financial Reporting application server
l Calculation Manager application server
112 Starting and Stopping EPM System Products
l Planning application server
l Financial Management service
l Strategic Finance service
l Performance Scorecard application server
l Performance Scorecard Alerter application server
l Profitability and Cost Management application server
l Data Relationship Management services
l FDM Task Manager service
l Hyperion ERPI - Web Application
17. EPM Workspace application server
Services and ProcessesThe 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.
Shared Services OpenLDAP or Oracle Internet Directory
Note: See Oracle Internet Directory documentation for more information.
The following table describes the services and processes for Shared Services OpenLDAP.
Table 15 Shared Services OpenLDAP Service/Process
Information Type Details
Windows Start Menu Command NA
Registered Service Name OpenLDAP-slapd
Display Name in Windows Services Control Panel Hyperion Foundation OpenLDAP
Services and Processes 113
Information Type Details
Description Provides support to access the Shared Services OpenLDAP repository
Windows Startup Script HYPERION_HOME/products/Foundation/openLDAP/startService.bat
UNIX Startup Script HYPERION_HOME/products/Foundation/openLDAP/startOpenLDAP.sh
Windows Stop Script HYPERION_HOME/products/Foundation/openLDAP/stopService.bat
UNIX Stop Script HYPERION_HOME/products/Foundation/openLDAP/stopOpenLDAP.sh
Shared Services Application ServerThe following table describes the services and processes for the Shared Services applicationserver.
Table 16 Shared Services 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 Shared Services
Registered ServiceName
HyS9Shared Services
Display Name inWindows ServicesControl Panel
Hyperion Foundation Shared Services - Web Application
Description Hyperion Shared Services that support Hyperion applications, including authentication, user provisioning, taskflow management, data and metadata synchronization
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startSharedServices9.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startSharedServices9.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopSharedServices9.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopSharedServices9.sh
Stopping Shared Services on WebLogic ServerOn WebLogic Server, if a message that suggests using the FORCESHUTDOWN command isdisplayed, use the FORCESHUTDOWN command to stop Shared Services server.
114 Starting and Stopping EPM System Products
ä To stop Shared Services server on WebLogic Server using the FORCESHUTDOWNcommand:
1 In a text editor, open the stop script.
2 In the file, find SHUTDOWN, and replace it with FORCESHUTDOWN.
3 Save and execute the file.
Starting and Stopping Remote Authentication ModuleUse Remote Authentication Module in a UNIX environment when you are using NTLM forauthentication.
To start and stop Remote Authentication Module, use startHRAM.bat|sh andstopHRAM.bat|sh, in HYPERION_HOME/products/Foundation/server/scripts.
EPM Workspace Agent (CMC Agent)The following table describes the services and processes for the EPM Workspace Agent.
Table 17 EPM Workspace Agent: Configuration and Monitoring Console
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Workspace, and then Start Workspace AgentServices.
Registered ServiceName
HyS9Core1
Display Name inWindows ServicesControl Panel
Hyperion Workspace - Agent Service
Description HyS9Core1, Provides service infrastructure to run services locally
Windows Startup Script HYPERION_HOME/common/workspacert/9.5.0.0/bin/startAgent.bat
UNIX Startup Script HYPERION_HOME/common/workspacert/9.5.0.0/bin/startAgent.sh
Windows Stop Script HYPERION_HOME/common/workspacert/9.5.0.0/bin/stopAgent.bat
UNIX Stop Script HYPERION_HOME/common/workspacert/9.5.0.0/bin/stopAgent.sh
Services and Processes Started with EPM Workspace AgentWhen the EPM Workspace Agent is started, these additional services and processes are started,in the following order:
1. EPM Workspace common processes and Interactive Reporting process.
2. Annotation Service
The following table describes the services and processes for the Annotation Service.
Services and Processes 115
Table 18 Annotation Service
Information Type Details
Registered Service Name HyS9Annotation
Display Name in Windows Services Control Panel Hyperion Annotation Server
Description HyS9Annotation - Provides Annotation support for Hyperion products.
EPM Workspace UI (CMC UI)The following table describes the services and processes for the EPM Workspace user interface.
Table 19 EPM Workspace UI: Configuration and Monitoring Console
Information Type Details
Windows StartMenu Command
Select Start, then Programs, then Oracle EPM System, then Workspace, then Utilities and Administration, and thenStart Workspace Agent UI
Windows StartupScript
HYPERION_HOME/commmon/workspacert/9.5.0.0/bin/startUI.bat
Windows StopScript
HYPERION_HOME/commmon/workspacert/9.5.0.0/bin/stopUI.bat
UNIX Startup Script HYPERION_HOME/commmon/workspacert/9.5.0.0/bin/startUI.sh
UNIX Startup Script HYPERION_HOME/commmon/workspacert/9.5.0.0/bin/startUI.sh
UNIX Stop Script HYPERION_HOME/commmon/workspacert/9.5.0.0/bin/stopUI.sh
EPM Workspace Web ServerThe following table describes the services and processes for the EPM Workspace Web server.
Table 20 EPM Workspace Web Server Services and Processes
Information Type Details
RegisteredService Name
l Embedded Java Container: HyS9Apache2
l IIS: IISADMIN
l IHS 6.1: IBMHTTP Server6.1
Display Name inWindowsServices ControlPanel
l Embedded Java Container: Hyperion Apache 2.0
l IIS: IIS Admin Service
l IHS 6.1: IBM HTTP Server 6.1
116 Starting and Stopping EPM System Products
Information Type Details
Descriptionl Embedded Java Container: Apache
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 dependon it will fail to start.
l IHS 6.1: IBM_HTTP_Server
Windows StartupScript(Embedded JavaContainer only)
HYPERION_HOME/common/httpServers/Apache/2.0.59/bin/Apache.exe
UNIX StartupScript(Embedded JavaContainer only)
HYPERION_HOME/common/httpServers/Apache/2.0.59/bin/apachectl {start|restart}
Windows StopScript(Embedded JavaContainer only)
NA
UNIX Stop Script(Embedded JavaContainer only)
HYPERION_HOME/common/httpServers/Apache/2.0.59/bin/apachectl stop
Performance Management Architect ServicesThe following table describes the services and processes for the Performance ManagementArchitect services.
Table 21 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
Services and Processes 117
InformationType
Details
Display Name inWindowsServicesControl Panel
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 BPM Architect - Job Manager
l Event Manager: Hyperion BPM 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 process and CSS
WindowsStartup Script
NA
UNIX StartupScript
NA
Windows StopScript
NA
UNIX StopScript
NA
For information on additional Performance Management Architect services, see “PerformanceManagement Architect Application Server” on page 124 and “Performance ManagementArchitect Data Synchronizer Application Server” on page 125.
The following table describes the services and processes for the Performance ManagementArchitect Web services.
Table 22 Performance Management Architect Web Services
Information Type Details
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.
118 Starting and Stopping EPM System Products
Essbase ServerThe following table describes the services and processes for the Essbase Server services.
Table 23 Essbase Server Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Essbase, then Essbase Server, and then Essbase
This command launches startEssbase.cmd.
Registered ServiceName
Hys9ESBAgent11.1.1_servername
Display Name inWindows ServicesControl Panel
Hyperion Essbase Services 11.1.1 - ServiceName
Description Essbase Server Service
Windows StartupScript
l Essbase Server — ESSBASEPATH/bin/startEssbase.cmd
l ESSCMD — ESSBASEPATH/bin/startEsscmd.cmd
l essmsh — ESSBASEPATH/bin/startMaxl.cmd
All the scripts call setEssbaseEnv.cmd to set up ESSBASEPATH, ARBORPATH, and PATH before starting.
Each instance of Essbase Server has its own startup script.
UNIX Startup Scriptl Essbase Server — ESSBASEPATH/bin/startEssbase.sh
l ESSCMD — ESSBASEPATH/bin/startEsscmd.sh
l essmsh — ESSBASEPATH/bin/startMaxl.sh
All the scripts call hyperionenv.doc to set up ESSBASEPATH, ARBORPATH, and PATH before starting.
Each instance of Essbase Server has its own startup script.
Windows Stop Script NA
UNIX Stop Script NA
Start Essbase Server using the Start menu command or startEssbase.cmd to ensure thatenvironment variables are set.
When starting Essbase for the first time, you must enter a company name, user name andpassword. No password is required on subsequent startups.
Note: If you installed an additional instance of Essbase, startEssbase.sh is located inHYPERION_HOME/products/Essbase-n/EssbaseServer/bin. Launch the startscript from this location to launch this instance of Essbase.
When multiple instances of Essbase Server are installed on one computer, you must specify aunique port number for each instance. By default, the first instance of Essbase Server uses portnumber 1423, which is specified in EPM System Configurator. Specify a different port number
Services and Processes 119
for the second instance during configuration with EPM System Configurator. You connect tosubsequent installations by specifying the machine name and the agent port number, in theform: machineName:agentPort when connecting.
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. You canuse any of the following methods:
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.
Caution! When running Essbase Server as a Windows service, do not stop the service fromWindows Services Control Panel.
For more information about stopping Essbase Server, see the Oracle Essbase DatabaseAdministrator's Guide and the Oracle Essbase Technical Reference.
Administration Services Application ServerThe following table describes the services and processes for the Administration Servicesapplication server.
Table 24 Administration Services Application Server Service/Process
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Essbase, then Administration Services, and thenStart Administration Services
Registered ServiceName
Hys9eas
Display Name inWindows ServicesControl Panel
Hyperion Administration Services - Web Application
Description Controls the running of an Applications Server
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/starteas.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/starteas.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopeas.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopeas.sh
120 Starting and Stopping EPM System Products
Note: When you start Administration Server, ARBORPATH is set internally to: EAS_HOME/server. This internal setting overrides (but does not replace) the value for theARBORPATH system environment variable, if it is set on the same computer. EAS_HOME isthe directory where you install Administration Services.
Integration Services ServerThe following table describes the services and processes for the Integration Services server.
Table 25 Integration Services Server Service/Process
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Essbase, then Integration Services, and thenServer1
Registered ServiceName
Hyperion Integration Services
Display Name inWindows ServicesControl Panel
Hyperion Integration Services
Description Hyperion Integration Services
Windows StartupScript
HYPERION_HOME/products/Essbase/eis/server/bin/startup.bat
UNIX Startup Script $HOME/Hyperion/products/Essbase/eis/server/ais_start
Note: Running ais_start automatically configures the environment by calling is.sh and starts IntegrationServices.
Windows Stop Script HYPERION_HOME/products/Essbase/eis/server/bin/shutdownEIS.bat
UNIX Stop Script $HOME/Hyperion/products/Essbase/eis/server/ais_stop
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 26 Essbase Studio Server
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Essbase, then Essbase Studio, and then StartServer
Registered Service Name NA
Display Name in WindowsServices Control Panel
NA
Services and Processes 121
Information Type Details
Description NA
Windows Startup Script HYPERION_HOME/products/Essbase/EssbaseStudio/Server/startServer.bat
UNIX Startup Script HYPERION_HOME/products/Essbase/EssbaseStudio/Server/startServer.sh
Windows Stop Script HYPERION_HOME/products/Essbase/EssbaseStudio/Server/stopServer.bat
UNIX Stop Script HYPERION_HOME/products/Essbase/EssbaseStudio/Server/stopServer.sh
Provider Services Application ServerThe following table describes the services and processes for the Provider Services applicationserver.
Table 27 Provider Services Application Server Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Essbase, then Provider Services, and then StartProvider Services
Registered ServiceName
HyS9aps
Display Name inWindows ServicesControl Panel
Hyperion Provider Services - Web Application
Description Controls the running of an Applications Server
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startaps.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startaps.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopaps.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopaps.sh
Reporting and Analysis Services and Processes
Financial ReportingThe following table describes the services and processes for Financial Reporting.
122 Starting and Stopping EPM System Products
Table 28 Financial Reporting Services and Processes
InformationType
Details
Windows StartMenuCommand
Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, and then Start Financial Reporting
RegisteredService Name
l Hyperion Financial Reporting Java RMI Registry: HyS9FRRMI
l Hyperion Financial Reporting Print Server: HyS9FRPrint
l Hyperion Financial Reporting Report Server: HyS9FRReport
l Hyperion Financial Reporting Scheduler Server: HyS9FRSched
Display Name inWindowsServices ControlPanel
l Hyperion Financial Reporting - Java RMI Registry
l Hyperion Financial Reporting - Print Server
l Hyperion Financial Reporting - Report Server
l Hyperion Financial Reporting - Scheduler Server
Descriptionl Hyperion Financial Reporting RMI Registry Service: HyS9FRRMI - Provides a Java RMI Registry for Financial Reporting
l Hyperion Financial Reporting Print Server: HyS9FRPrint - Generates PDF, batch, and scheduled job output forFinancial Reporting
l Hyperion Financial Reporting Report Server: HyS9FRReport - Generates and formats reports and books, includingspecified calculations for Financial Reporting
l Hyperion Financial Reporting Scheduler Server: HyS9FRSched - Responds to scheduled batch requests for FinancialReporting
WindowsStartup Script
HYPERION_HOME/deployments/AppServerNameAndVersion/bin/startFinancialReporting.bat
UNIX StartupScript
HYPERION_HOME/products/biplus/bin/freporting start
Windows StopScript
HYPERION_HOME/deployments/AppServerNameAndVersion/bin/stopFinancialReporting.bat
UNIX StopScript
HYPERION_HOME/products/biplus/bin/freporting stop
Web Analysis Application ServerThe following table describes the services and processes for the Web Analysis application server.
Table 29 Web Analysis Application Server Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, and then Start Web Analysis
Registered ServiceName
HyS9WebAnalysis
Services and Processes 123
Information Type Details
Display Name inWindows Control
Hyperion Web Analysis - Web Application
Description HyS9WebAnalysis - Hyperion Web Analysis - Web Application web application for AppServerNameAndVersion.
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startWebAnalysis.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startWebAnalysis.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopWebAnalysis.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopWebAnalysis.sh
Remaining Services or ProcessesThe following application server services or processes can be started in any order.
Performance Management Architect Application ServerThe following table describes the services and processes for the Performance ManagementArchitect application server.
Table 30 Performance Management Architect Application Server Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Foundation Services, then Performance ManagementArchitect, and then Start Performance Management Architect Web
Registered ServiceName
HyS9EPMAWebTier
Display Name inWindows ServicesControl Panel
Hyperion EPM Architect - Web Application
Description Hyperion EPM Architect Web
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startEPMAWebServer.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startEPMAWebServer.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopEPMAWebServer.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopEPMAWebServer.sh
124 Starting and Stopping EPM System Products
Performance Management Architect Data Synchronizer Application ServerThe following table describes the services and processes for the Performance ManagementArchitect Data Synchronizer application server.
Table 31 Performance Management Architect Data Synchronizer Application Server Services
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Foundation Services, then Performance ManagementArchitect, and then Start Data Synchronizer
Registered ServiceName
HyS9EPMADataSynchronizer
Display Name inWindows ServicesControl Panel
Hyperion EPM Architect Data Synchronization - Web Application
Description Hyperion EPM Architect Data Synchronizations Engine
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startEPMADataSynchronizer.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startEPMADataSynchronizer.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopEPMADataSynchronizer.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopEPMADataSynchronizer.sh
Financial Reporting Application ServerThe following table describes the services and processes for the Financial Reporting applicationserver.
Table 32 Financial Reporting Application Server Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, and then Start FinancialReporting
Registered ServiceName
HyS9FRWeb
Display Name inWindows ServicesControl Panel
Hyperion Financial Reporting - Web application
Description HyS9FRWeb - Provides a Workspace module for Financial Reporting
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startFinancialReporting.bat
Services and Processes 125
Information Type Details
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startFinancialReporting.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopFinancialReporting.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopFinancialReporting.sh
Calculation ManagerThe following table describes the services and processes for Calculation Manager.
Table 33 Calculation Manager Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Calculation Manager, and then Start CALC
Registered Service Name HyS9CALC
Display Name in WindowsServices Control Panel
Hyperion CALC Manager - Web Application
Description Provide access service to CALC Manager Web Server
Windows Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startcalcmgr.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startcalcmgr.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopcalcmgr.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopcalcmgr.sh
Planning Application ServerThe following table describes the services and processes for the Planning application server.
Table 34 Planning Application Server Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Planning, and then Start Planning
Registered ServiceName
HyS9Planning
Display Name inWindows ServicesControl Panel
Hyperion Planning - Web Application
126 Starting and Stopping EPM System Products
Information Type Details
Description Provides access support for Planning Web server
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startHyperionPlanning.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startHyperionPlanning.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopHyperionPlanning.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopHyperionPlanning.sh
Financial ManagementThe following table describes the services and processes for Financial Management.
Table 35 Financial Management Services and Processes
Information Type Details
Windows StartMenu Command
Select Start, then Programs, then Oracle EPM System, then Financial Management, and then Financial Management
RegisteredService Name
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
Display Name inWindowsServices ControlPanel
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 communicationwith the Hyperion Data Movement Engine. If this service is stopped, the DME Web service will be unable tocommunicate with 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
HYPERION_HOME/products/FinancialManagement/Client/HFM.exe
UNIX StartupScript
NA
Windows StopScript
NA
UNIX Stop Script NA
Services and Processes 127
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.
Strategic FinanceThe following table describes the services and processes for Strategic Finance.
Table 36 Strategic Finance Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Strategic Finance, then Server, and then StartStrategic Finance Service
Registered Service Name HyHSFSrv
Display Name in WindowsServices Control Panel
Hyperion Strategic Finance Service
Description Provides Oracle Hyperion Strategic Finance, Fusion Edition services including entity repositorymanagement, authentication, access control, consolidation, data and metadata management.
Windows Startup Script HYPERION_HOME/products/hsf/server/StartHSFService.bat
UNIX Startup Script NA
Windows Stop Script HYPERION_HOME/products/hsf/server/StopHSFService.bat
UNIX Stop Script NA
Performance Scorecard Application ServerThe following table describes the services and processes for the Performance Scorecardapplication server.
Table 37 Performance Scorecard Application Server Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Scorecard, and then Start Scorecard
Registered ServiceName
HyS9HPSWebReports
Display Name inWindows ServicesControl Panel
Hyperion Performance Scorecard Web Reports - Web Application
Description Provides scorecarding methodologies to measure and monitor business performance.
128 Starting and Stopping EPM System Products
Information Type Details
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startHPSWebReports.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startHPSWebReports.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/ stopHPSWebReports.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopHPSWebReports.sh
Performance Scorecard Alerter Application ServerThe following table describes the services and processes for the Performance Scorecard Alerterapplication server.
Table 38 Performance Scorecard Alerter Application Server Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Scorecard, and then Start Alerter Service
Registered ServiceName
HyS9HPSAlerter
Display Name inWindows ServicesControl Panel
Hyperion Performance Scorecard Alerter - Web Application
Description Notifies subscribers by e-mail when the performance of key measures, scorecards, or other points of vitalinformation, depart from an acceptable range.
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startHPSAlerter.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startHPSAlerter.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopHPSAlerter.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopHPSAlerter.sh
Profitability and Cost ManagementThe following table describes the services and processes for Profitability and Cost Management.
Table 39 Profitability and Cost Management Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Profitability, and then Start Profitability
Services and Processes 129
Information Type Details
Registered ServiceName
HyS9PftWeb
Display Name inWindows ServicesControl Panel
Hyperion Profitability - Web Application
Description Provides a Workspace module for Profitability
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startProfitability.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startProfitability.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopProfitability.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopProfitability.sh
Data Relationship ManagementThe following table describes the services and processes for Data Relationship Management.
Table 40 Data Relationship Management Services and Processes
Information Type Details
Windows StartMenu Command
l Services: Select Start, then Programs, then Oracle EPM System, then Data Relationship Management, and thenData Relationship Management Console
l Web Publishing: Select Start, then Programs, then Oracle EPM System, then Data Relationship Management,then Web Publishing, and then Web Publishing Console
Registered ServiceName
l Services: HyS9MDMSvc
l Web Publishing: HyS9MDMWebPubSvc
Display Name inWindows ServicesControl Panel
l Services: Oracle Hyperion Data Relationship Management
l Web Publishing: Oracle Hyperion Data Relationship Management Web Publishing
Descriptionl Services: HyS9MDMSvc - Oracle Hyperion Data Relationship Management Services
l Web Publishing: HyS9MDMWebPubSvc - Oracle Hyperion Data Relationship Management Web Publishing
Windows StartupScript
NA
UNIX Startup Script NA
Windows StopScript
NA
UNIX Stop Script: NA
130 Starting and Stopping EPM System Products
FDMThe following table describes the services and processes for FDM.
Table 41 FDM Task Manager Services and Processes
Information Type Details
Windows Start Menu Command Select Start, then Programs, then Oracle EPM System, then Financial Data QualityManagement, then Task Manager, and then Task Manager
Registered Service Name HyS9FDMTaskManagerSrv
Display Name in Windows Services Control Panel Hyperion Financial Data Quality Management - Task Manager
Description Provides the ability to schedule Hyperion Financial Data Quality Management tasks.
Windows Startup Script NA
UNIX Startup Script NA
Windows Stop Script NA
UNIX Stop Script NA
ERP IntegratorThe following table describes the services and processes for ERP Integrator.
Table 42 ERP Integrator Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Performance Management Integrator, and then Startaif.
Registered ServiceName
HyS9aifWeb
Display Name inWindows ServicesControl Panel
Hyperion ERPI - Web Application
Description Provides a Workspace module for ERPI.
Windows StartupScript
HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startERPIntegrator.cmd
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startERPIntegrator.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopERPIntegrator.cmd
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopERPIntegrator.sh
Services and Processes 131
EPM Workspace Application ServerStart EPM Workspace application server last. The following table describes the services andprocesses for the EPM Workspace application server.
Table 43 EPM Workspace Application Server Services and Processes
Information Type Details
Windows Start MenuCommand
Select Start, then Programs, then Oracle EPM System, then Workspace, and then Start Workspace
Registered Service Name HyS9Workspace
Display Name inWindows ServicesControl Panel
Hyperion Workspace - Web Application
Description HyS9Workspace - Hyperion Workspace - Web application web application for APP_SERVER APP_VERSION
Windows Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startWorkspace.bat
UNIX Startup Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/startWorkspace.sh
Windows Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopWorkspace.bat
UNIX Stop Script HYPERION_HOME/deployments/APP_SERVER_NAME_AND_VERSION/bin/stopWorkspace.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 44 Launching Clients
Client URL Script or Other Launch Method
Shared Services Console http://Server:Port/interop/
NA
132 Starting and Stopping EPM System Products
Client URL Script or Other Launch Method
EPM Workspace
From EPM Workspace, you canaccess the following products:
l Financial Management
l Planning
l Performance ManagementArchitect
l Calculation Manager
l Performance Scorecard
l Profitability and CostManagement
l Reporting and Analysis
l ERP Integrator
http://Server:Port/workspace/
From the Start menu, select Programs, then Oracle EPM System,then Workspace, and then Workspace URL.
Smart View NA Use the Hyperion menu or Hyperion ribbon in Microsoft Excel,Microsoft Word, or Microsoft PowerPoint.
Administration Services Console http://server:port/easconsole/console.html
HYPERION_HOME/products/Essbase/eas/console/bin/admincon.exe
Integration Services Console NA HYPERION_HOME/products/Essbase/eis/console/bin/startclient.bat
Essbase Studio Console NA HYPERION_HOME/products/Essbase/EssbaseStudio/Console/startStudio.bat
Smart Search Command Line UtilityConsole
NA HYPERION_HOME/products/Essbase/SmartSearch/StartSmartSearchProvider.bat
Strategic Finance Client NA HYPERION_HOME/products/hsf/Client/HSF.exe
Data Relationship ManagementClient
NA HYPERION_HOME/master data management/mdm_ntier_client_http.exe
Data Relationship ManagementWeb Publishing Client
http://Server_Name/mdm_web
NA
FDM Console http://WebServerName/HyperionFDM
NA
Launching Clients 133
134 Starting and Stopping EPM System Products
6Validating the Installation
In This Chapter
About EPM System Diagnostics .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Prerequisites.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Using EPM System Diagnostics.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Foundation Services Diagnostics .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Essbase Diagnostics .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Reporting and Analysis Diagnostics .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Financial Performance Management Applications Diagnostics.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Data Management Diagnostics .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
About EPM System DiagnosticsEPM 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.”
Using EPM System Diagnostics
ä To run EPM System Diagnostics:
1 Choose a method:
l (Windows) In HYPERION_HOME/common/validation/version number, double-click validate.bat.
l Launch EPM System Diagnostics from the last page of EPM System Configurator.
About EPM System Diagnostics 135
l From the Start Menu, choose Programs, then Oracle EPM System, then FoundationServices, and then EPM System Diagnostics.
l (UNIX) From a console, change to HYPERION_HOME/common/validation/version number, then type validate.sh.
Progress is shown in the command window.
2 To view results, navigate to HYPERION_HOME/common/validation/version number/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 HYPERION_HOME/logszips foryour 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
Foundation Services Diagnostics The following table describes the EPM System Diagnostics tests performed for FoundationServices products.
Product/Component
Type of Test Test Performed
Shared Services CFG: Configuration Checks whether all configuration tasks have been completed
DB: Database Checks connection to database host:port;databaseName
EXT: ExternalAuthentication
Checks Native Directory external authentication provider configuration
136 Validating the Installation
Product/Component
Type of Test Test Performed
OPN: OpenLDAP Checks if global roles number no less than 16
OPN: OpenLDAP Checks connection to OpenLDAP
SSO Checks availability of login to Shared Services
WEB: Webapplication
Checks availability of Web application interop on host:port
EPM Workspace CFG: Configuration Checks whether all configuration tasks have been completed
DB: Database Checks connection to database host:port;databaseName
EXT: ExternalAuthentication
Checks external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
HTTP: http Checks availability of HTTP context for products registered with EPM Workspace using EPMWorkspace Web server configuration:
LOG: Login Confirms that applications that are registered with EPM Workspace are reachable
SSO Checks availability of login to EPM Workspace
REG: Registry For each application deployed with EPM Workspace, confirms there is a valid Web serverentry in the Shared Services Registry
SDKC: SDK Checker Validates that EPM Workspace services are running and communicating:
l GSM service
l Repository service
l Interactive Reporting service
HTTP: http (Windowsonly)
Check string LoadModule jk_module modules/mod_jk in HYPERION_HOME/common/httpServers/Apache/2.0.59/conf/httpd.conf
WEB: Webapplication
Checks availability of Web application workspace on host:port
PerformanceManagementArchitect
CFG: Configuration Checks whether all configuration tasks have been completed
DB: Database Checks connection to database host:port;databaseName
DSC: EPMADimension ServerConfiguration
Checks whether the Dimension Server service started
PMAE: EPMA Service Checks whether the Event Manager service is available
PMAJ: EPMA Service Checks whether the Job Manager service is available
PMAP: EPMA Service Checks whether the Process Manager service is available
Foundation Services Diagnostics 137
Product/Component
Type of Test Test Performed
EXT: ExternalAuthentication
Checks external authentication provider configuration
HSS Shared Services Checks availability of Shared Services
WEB: Webapplication
Checks availability of Web application awb on host:port
WEB: Webapplication
Checks availability of Web application DataSync on host:port
CalculationManager
CFG: Configuration Checks whether all configuration tasks have been completed
DB: Database Checks connection to database host:port;databaseName
EXT: ExternalAuthentication
Checks Native Directory external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
WEB: Webapplication
Checks availability of Web application calcmgr on host:port
Essbase Diagnostics The following table describes the EPM System Diagnostics tests performed for Essbase products.
Product/Component Type of Test Test Performed
Essbase CFG: Configuration Checks whether all configuration tasks have been completed
EAS: Essbase Server Checks whether Essbase server is running on host:port
EAS: Essbase Server Checks connection to Essbase Server with MAXL
SVR: Essbase Java API Checks connection to Essbase using the Essbase Java API
EXT: External Authentication Checks Native Directory external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
Provider Services CFG: Configuration Checks whether all configuration tasks have been completed
EXT: External Authentication Checks Native Directory external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
WEB: Web application Checks availability of Web application aps on host:port
Administration Services CFG: Configuration Checks whether all configuration tasks have been completed
DB: Database Checks connection to database host:port;databaseName
138 Validating the Installation
Product/Component Type of Test Test Performed
EXT: External Authentication Checks Native Directory external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
Web application Checks availability of Web application eas on host:port
Web application Checks availability of Web application hbrlauncher on host:port
DB: Database Checks connection to database host:port;databaseName
Essbase Studio CFG: Configuration Checks whether all configuration tasks have been completed
DB: Database Checks connection to database host:port;databaseName
ESS: Essbase Studio Server Checks whether Essbase Studio server is running on host:port
EXT: External Authentication Checks Native Directory external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
Smart Search Command LineUtility
CFG: Configuration Checks whether all configuration tasks have been completed
WEB: Web application Checks availability of Web application EssbaseSearch on host:port
Essbase Client WR: Windows Registry Checks whether EQD Excel Add-in is registered to Excel.
Reporting and Analysis Diagnostics The following table describes the EPM System Diagnostics tests performed for Reporting andAnalysis products.
Component Type of Test Test Performed
Reporting and Analysis CFG: Configuration Checks whether all configuration tasks have been completed
SVR: Essbase Java API Checks connection to Essbase using the Essbase Java API
Financial Reporting WEB: Web application Checks availability of Web application hr on host:port
Web Analysis WEB: Web application Checks availability of Web application WebAnalysis on host:port
Financial Performance Management ApplicationsDiagnosticsThe following table describes the EPM System Diagnostics tests performed for FinancialPerformance Management Applications products.
Reporting and Analysis Diagnostics 139
Product/Component Type of Test Test Performed
Planning CFG: Configuration Checks whether all configuration tasks have been completed
DB: Database Checks connection to database host:port;databaseName
EXT: External Authentication Checks Native Directory external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
WEB: Web application Checks availability of Web application HyperionPlanning on host:port
Financial Management CFG: Configuration Checks whether all configuration tasks have been completed
DB: Database Checks connection to database host:port;databaseName
EXT: External Authentication Checks Native Directory external authentication provider configuration
CCFG: HFM Clusterconfiguration
Checks whether Financial Management cluster registration was successful
SVR: Server Registration Checks whether Financial Management server registration was successful
SVR: HFM ServiceValidation
Checks whether Financial Management service is working
WSVR: HFM Web server Checks whether Financial Management Web server startup was successful
ASC: HFM ApplicationServer Configuration
Checks whether the application server is started
HSS: Shared Services Checks availability of Shared Services
LCM: Lifecycle ManagementServer
Checks whether LCMServer startup was successful
SVCS: Smart View Server Checks whether Smart View Web server startup was successful
Performance Scorecard CFG: Configuration Checks whether all configuration tasks have been completed
DB: Database Checks connection to database host:port;databaseName
EXT: External Authentication Checks Native Directory external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
WEB: Web application Checks availability of Web application HPSWebReports on host:port
WEB: Web application Checks availability of Web application HPSAlerter on host:port
Strategic Finance CFG: Configuration Checks whether all configuration tasks have been completed
EXT: External Authentication Checks Native Directory external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
WEB: Strategic FinanceWeb service
Checks availability of the Strategic Finance Web services
140 Validating the Installation
Product/Component Type of Test Test Performed
Profitability and CostManagement
CFG: Configuration Checks whether all configuration tasks have been completed
DB: Database Checks connection to database host:port;databaseName
EXT: External Authentication Checks Native Directory external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
WEB: Web application Checks availability of Web application profitability on host:port
Data Management Diagnostics The following table describes the EPM System Diagnostics tests performed for Data Managementproducts.
Component Type of Test Test Performed
FDM CFG: Configuration Checks whether all configuration tasks have been completed
EXT: External Authentication Checks Native Directory external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
ERP Integrator CFG: Configuration Checks whether all configuration tasks have been completed
DB: Database Checks connection to database host:port;databaseName
EXT: External Authentication Checks Native Directory external authentication provider configuration
HSS: Shared Services Checks availability of Shared Services
WEB: Web App Checks availability of Web application aif on host:port
Data Management Diagnostics 141
142 Validating the Installation
7Performing Postconfiguration
Tasks
In This Chapter
General Postconfiguration Tasks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Shared Services Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Performance Management Architect Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
EPM Workspace Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Essbase Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Integration Services Postconfiguration Tasks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Administration Services Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Provider Services Postconfiguration Tasks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Essbase Studio Postconfiguration Tasks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Reporting and Analysis Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Planning Postconfiguration Tasks... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Financial Management Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Strategic Finance Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Performance Scorecard Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
FDM Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
ERP Integrator Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Data Relationship Management Postconfiguration Tasks ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Some products require additional steps after configuration.
General Postconfiguration TasksThe following table describes general postconfiguration tasks for EPM System products.
Table 45 General Postconfiguration Tasks
Task Reference
Optional: Increase the JVM memory allocation for your Web Application Server “Increasing the JVM Memory Allocation” on page 144
Optional: Harden security for EPM System products. Oracle Hyperion Enterprise Performance ManagementSystem Security Administration Guide
General Postconfiguration Tasks 143
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).
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.
ä To increase the JVM memory allocation:
1 Edit your start script to specify the desired heap sizes.
Oracle recommends a maximum setting of 1024. (Size is in megabytes.)
For example, you can change the custom startup scripts. For Shared Services, openHYPERION_HOME/deployments/app_server/bin/
setCustomParamsSharedServices.bat|.sh and modify the –Xms128m –Xmx1024mentry.
2 Restart the Windows service or the script for the product.
Shared Services Postconfiguration TasksThe following table describes Shared Services postconfiguration tasks.
Table 46 Shared Services Postconfiguration Tasks
Task Reference
(Optional) Enable Remote Authentication Module if you are implementing security using an NTLM providerand using UNIX on the computer where the EPM System application software is installed. (RemoteAuthentication Module is installed with Oracle Hyperion Foundation Services.)
“Configuring NTLM” inOracle Hyperion EnterprisePerformance ManagementSystem SecurityAdministration Guide
Optional: You can set up Shared Services to use Oracle Internet Directory as the Native Directory insteadof using OpenLDAP, which is installed and used by default.
Oracle Hyperion EnterprisePerformance ManagementSystem SecurityAdministration Guide
Performance Management Architect PostconfigurationTasksThe following table describes Performance Management Architect postconfiguration tasks.
144 Performing Postconfiguration Tasks
Table 47 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
Optional: Perform server administration tasks. “Administering Servers” in theHyperion EnterprisePerformance ManagementArchitect Administrator’sGuide
Optional: Edit settings in the bpma_server_config.xml file.
The BPMA_Server_Config.xml file has two main elements, DimensionServer and log4net.The DimensionServer section contains settings that are specific to internal workings of the DimensionServer and other related processes. The log4net section contains settings that are used by thelog4net module which is used to log warnings, errors, and so on.
Oracle Hyperion EnterprisePerformance ManagementArchitect Administrator'sGuide
EPM Workspace Postconfiguration TasksThe following table describes EPM Workspace postconfiguration tasks.
Table 48 EPM Workspace Postconfiguration Tasks
Task Reference
Optional: If you are using Oracle Business Intelligence Suite Enterprise Edition, configure it to work with EPMWorkspace.
Oracle BusinessIntelligence NewFeatures Guide
Optional: Use the Configuration and Monitoring Console (CMC) to customize the configuration for EPMWorkspace services, Reporting and Analysis services, Annotations services, EPM Workspace Web Applications(properties only), and Web Analysis Web Applications (properties only).
During configuration with EPM System Configurator, EPM System Configurator sets up default values for theservices. Use the Configuration and Monitoring Console to customize the services.
Oracle EnterprisePerformanceManagement WorkspaceAdministrator's Guide
Essbase Postconfiguration TasksThe following table describes Essbase postconfiguration tasks.
Table 49 Essbase Postconfiguration Tasks
Task Reference
Optional: Manually configure Essbase. Appendix B, “Optional ManualConfiguration for EssbaseProducts”
EPM Workspace Postconfiguration Tasks 145
Task Reference
(UNIX) Set User Limits on 64-bit AIX. “Setting User Limits on 64-bit AIX”on page 146
If you install both Essbase Client and Integration Services together, edit the PATH environment variableto ensure that the Essbase Client bin path is before the Integration Services bin path. For example:HYPERION_HOME/products/Essbase/EssbaseClient/bin should come beforeHYPERION_HOME/products/Essbase/eis/server/bin.
If you are using Spreadsheet Add-in as a Power User instead of as an Administrator, you must manuallyset ESSBASEPATH.
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) 2097151
data (kbytes) unlimited
stack (kbytes) No higher than 128 MB for 64-bit and 64 MB for 32-bit
memory (kbytes) unlimited
coredump (blocks) 2097151
nofiles (descriptors) unlimited
Integration Services Postconfiguration TasksThe following table describes Integration Services postconfiguration tasks.
Table 50 Integration Services Postconfiguration Tasks
Task Reference
Optional: Update the environment manually. Appendix B, “Optional Manual Configuration forEssbase Products.”
Configure data sources.
To create OLAP models or build metaoutlines, you must connect Integration Servicesto a database that contains metadata (the OLAP Metadata Catalog database) andto a database in which needed users’ data is stored (the Data Source database).
“Configuring Data Sources” in Oracle EssbaseIntegration Services System Administrator's Guide
146 Performing Postconfiguration Tasks
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 and OracleUsers Only)” in Oracle Essbase Integration ServicesSystem Administrator'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 51 Administration Services Postconfiguration Tasks
Task Reference
If Administration Services cannot connect to Shared Services because it times out, edit EAS_HSS_RETRY_COUNT in HYPERION_HOME/deployments/AppServerNameAndVersion/bin/setCustomParamseas.bat to increase the value.
For example: In HYPERION_HOME/deployments/Tomcat5/bin/setCustomParamseas.bat, in JAVA_OPTS, add or edit: -DEAS_HSS_RETRY_COUNT=n, where n is the number of times to retry, in one-second intervals.
If you are using Oracle Application Server through HTTP proxy, and the Administration Services Console is installedon the same machine as the HTTP server or the Administration Services Server, append the following parameter tothe lax.nl.java.option.additional argument in admincon.lax:
-DCLIENT_SERVER_DIFF_MC=true
If you are using Administration Services in a clustered environment, add the following to the java options inORACLE_HOME/opmn/conf/opmn.xml on the machine on which Administration Services is deployed:
“-DCLIENT_SERVER_DIFF_MC=true”
If you have configured the Web server to act as a reverse proxy for Administration Services, and the Web server isinstalled on the same machine as Administration Services, you must either include the Java argument -DCLIENT_SERVER_DIFF_MC=true in the script used to start Administration Services, or append the parameter to thelax.nl.java.option.additional argument in admincon.lax.
If you are using Administration Services on UNIX with Oracle Application Server, set environment variables in theOracle Application Server Application Server Console.
“Optional ManualConfiguration forAdministrationServices (UNIX)” onpage 201
Administration Services Postconfiguration Tasks 147
Task Reference
Optional: Install and configure SAP/R3 if you are using SAP R/3 as a data source AdministrationServices OnlineHelp
Provider Services Postconfiguration TasksThe following table describes Provider Services postconfiguration tasks.
Table 52 Provider Services Postconfiguration Tasks
Task Reference
If you are using Provider Services on UNIX with Oracle Application Server, set environmentvariables in the Oracle Application Server Application Server Console.
“Optional Manual Configuration for ProviderServices (UNIX)” on page 201
Essbase Studio Postconfiguration TasksThe following table describes Essbase Studio postconfiguration tasks.
Table 53 Essbase Studio Postconfiguration Tasks
Task Reference
Optional: Customize Essbase Studio server.properties file or configure the AdministrationServices Console Launch File.
Oracle Essbase Studio User'sGuide
If you used the “Apply Maintenance Release” option to move from Essbase Studio Release 11.1.1or 11.1.1.1 to this release, you must update the Essbase Studio catalog.
“Updating the Essbase StudioCatalog” on page 148
Updating the Essbase Studio CatalogIf you used the “Apply Maintenance Release” option to move from Essbase Studio Release 11.1.1or 11.1.1.1 to this release, you must update the Essbase Studio catalog after installation andconfiguration.
You update the catalog by issuing the reinit command in the Essbase Studio command lineclient. This updates the catalog with the latest release procedures.
ä To update the Essbase Studio catalog:
1 Ensure that Essbase Studio Server is running.
2 From the HYPERION_HOME/products/essbase/EssbaseStudio/Server directory, runone of the following scripts:
Windows:
startCommandLineClient.bat
148 Performing Postconfiguration Tasks
UNIX
startCommandLineClient.sh
A command window called the CPL Shell is displayed.
3 At the prompt, enter a valid administrator user name and password.
Note: You must have Essbase Studio administrator privileges to use the reinit command.
4 At the prompt, enter the following command:
reinit
5 Enter exit to close the CPL Shell.
The Essbase Studio catalog is now ready for use.
Reporting and Analysis Postconfiguration TasksThe following table describes Reporting and Analysis postconfiguration tasks.
Table 54 Reporting and Analysis Postconfiguration Tasks
Task Reference
Optional: Customize initial user preferences for Financial Reporting byediting fr_repserver.properties.
Oracle Hyperion Financial Reporting Studio User's Guide
Prepare the print server for Financial Reporting. The Print Server runs only onMicrosoft Windows.
“Preparing the Financial Reporting Print Server” on page150
(UNIX) Configure X11 for Web application server components for FinancialReporting and Web Analysis.
“Configuring X11 for Web Application Server Componentsfor Financial Reporting and Web Analysis (UNIX)” on page150
To configure Reporting and Analysis to access SAP JAVA Connector (SAP JCo)data sources and optionally to authenticate users against an SAP server, installthe SAP JCo files to each Reporting and Analysis component machine.
“Configuring SAP Data Source Access and Authentication”on page 150
(UNIX) Set up environment variables for Financial Reporting and Web Analysisfor non-English Characters.
“Setting Up Environment Variables for Financial Reportingand Web Analysis for Non-English Characters (UNIX)” onpage 151
For Web Analysis: If you are using an RDBMS as a data source or for relationaldrill through, add the necessary drivers.
(UNIX) Set up environment variables for Production Reporting. “Setting up the Environment Variables for ProductionReporting (UNIX)” on page 152
Prepare Oracle Hyperion Interactive Reporting for printing. “Preparing Interactive Reporting for Printing (UNIX)” onpage 153
Optional: Configure fonts for UNIX systems. “Configuring Fonts (UNIX)” on page 153
To enable High Availability (HA) using Provider Services, enable ProviderServices driver support for Financial Reporting.
“Financial Reporting Configuration—Enabling the ProviderServices Driver” on page 154
Reporting and Analysis Postconfiguration Tasks 149
Task Reference
Optional: (UNIX) Recreate the executables for Production Reporting. “Recreating the Executables (Production Reporting Only)(UNIX)” on page 154
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 Oracle's Hyperion add-ins) from all Microsoft Office applications—To enhance application launch time and consume system resources. If enabled, it maydisplay UI 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 and Web Analysis (UNIX)To perform chart generation, the Reporting and Analysis Web application server componentsrequire access to a graphics display device, either real or virtual. Oracle recommends that youuse an X virtual frame buffer (Xvfb) instead of a hardware graphics display device, because Xvfbperforms all operations in memory and does not require that any screens or input devices beattached to the machine. For details about enabling Xvfb, see Appendix F, “Enabling an X VirtualFrame Buffer for Financial Reporting and Web Analysis.”
Configuring SAP Data Source Access and AuthenticationTo configure Reporting and Analysis to access SAP JAVA Connector (SAP JCo) data sourcesand optionally to authenticate users against an SAP server, install the SAP JCo files to eachReporting and Analysis component machine.
150 Performing Postconfiguration Tasks
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 HYPERION_HOME/common/SAP/bin.
b. Place the SAP JCo java archives (JAR files) in HYPERION_HOME/common/SAP/lib
c. Expand the JAR file, using the convenience utility, in
HYPERION_HOME/common/SAP/lib/explodejarUsingJRE.bat|sh
3 UNIX: After Reporting and Analysis installation, place the SAP JCo binaries in HYPERION_HOME/common/SAP/bin. Place the SAP JCo java archives (.jar files) in HYPERION_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
HYPERION_HOME/common/SAP/lib
b. After installation, expand the JAR files, using the convenience utility, in
HYPERION_HOME/common/SAP/lib/explodejarUsingJRE.bat|sh
Setting Up Environment Variables for Financial Reporting andWeb Analysis for Non-English Characters (UNIX)The following environment variables must be properly initialized in order to run FinancialReporting or Web Analysis objects that include metadata containing non-English characters:
l LANG (UNIX)
l LC_ALL (UNIX)
l ESSLANG (if Essbase is used as a data source) (UNIX and Windows)
ä To initialize, use login scripts, or edit:
l LANG, LC_ALL (UNIX):
m For Financial Reporting:
Reporting and Analysis Postconfiguration Tasks 151
HYPERION_HOME/products/biplus/bin/freporting.env
and
HYPERION_HOME/deployments/vendor/bin/setCustomParamsFinancialReporting.sh
m For Web Analysis:
HYPERION_HOME/products/biplus/InstallableApps/config/wa_env.sh
l ESSLANG (UNIX and Windows):
m For Financial Reporting:
HYPERION_HOME/products/biplus/lib/fr.env
m For Web Analysis:
(UNIX) HYPERION_HOME/products/biplus/InstallableApps/config/wa_env.sh
or
(Windows) HYPERION_HOME/products/biplus/InstallableApps/config/WebAnalysis.env
Note: For Web Analysis, EPM System Configurator uses the existing ESSLANG environmentvariable if it is already set, and appends it to the Web Analysis environment setup script.However, if ESSLANG is not already specified when you deploy Web Analysis, you needto specify it in the appropriate environment setup script.
Note: If you are using Oracle Application Server on UNIX, in addition to using a script to setthe environment variables, you must specify the environment variables in the OracleApplication Server Application Server Console, by setting the Server properties for theOC4J instance.
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:
HYPERION_HOME/products/biplus/bin/SQR/Server/db_name/bin
or, for the 64–bit version:
HYPERION_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
152 Performing Postconfiguration Tasks
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 F, “Enablingan X Virtual Frame Buffer for Financial Reporting and Web Analysis.”
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 HYPERION_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 using downloaded Microsoft fonts, extract each file (*.exe) into the newly created directory using thecabextract utility located in INSTALL_HOME/bin/, as below:
BIPLUS_HOME/bin/cabextract -d directory CAB file
4 Create a fonts.dir file in the directory containing the font files using the ttmkfdir utility. The ttmkfdirutility can be downloaded from the following URL:
http://packages.qa.debian.org/t/ttmkfdir.html
Reporting and Analysis Postconfiguration Tasks 153
5 Add the fonts.dir directory to environment variable FONT_PATH, or add it to BQ_FONT_PATHenvironment variable inside BIPLUS_HOME/bin/services.sh.
6 Restart Interactive Reporting Service.
Financial Reporting Configuration—Enabling the ProviderServices DriverTo enable High Availability (HA) using Provider Services, you must enable Provider Servicesdriver support for Financial Reporting.
For Financial Reporting:
On each computer where one or more of the following are installed:
l Financial Reporting Report Server
l Financial Reporting Scheduler
l Financial Reporting Web application
l Financial Reporting Studio
Do the following:
1. Edit HYPERION_HOME/products/biplus/lib/fr_global.properties.
2. Change UseEssbaseEDS=0 to UseEssbaseEDS=1.
3. Uncomment (remove hash) EssbaseEDSServer=, and assign it your APS server hostname.
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 Oracle Hyperion SQR Production Reporting script uses standard environmentvariables for each database to 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 HYPERION_HOME/products/biplus/bin/SQR/Server/db_name/lib ./sqrmake
154 Performing Postconfiguration Tasks
where db_name is the name of one of the following database names: Oracle, Informix, DB2,Sybase, ODBC, DDO, or Teradata.
HYPERION_HOME and SQRDIR are required to re-create the executables. SQRDIR should be setto HYPERION_HOME/products/biplus/bin/SQR/Server/db_name/bin.
Planning Postconfiguration TasksThe following table describes Planning postconfiguration tasks.
Table 55 Planning Postconfiguration Tasks
Task Reference
If you are using Offline Planning, perform the postconfiguration tasks. “Configuring Offline Planning”on page 155 and OracleHyperion PlanningAdministrator's Guide
If you are using Planning in a Redhat or Oracle Enterprise Linux environment and you are using SimplifiedChinese, you must specify LANG=zh_CN.GB18030 (instead of LANG=zh_CN.utf8) in one of two ways:
l In the OS system locale variable (if you have not already set it) before you install and configure Planning
l In setCustomParamsHyperionPlanning.sh after you install and configure Planning
(UNIX) Configure the Planning locale for a non-English UNIX environment. “(UNIX) Configuring thePlanning Locale for Use inNon-English Environments ”on page 156
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:HYPERION_HOME/products/Planning/Offline/myanalytics andHYPERION_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.
Planning Postconfiguration Tasks 155
(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 HYPERION_HOME/deployments/AppServerNameAndVersion/bin, 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_TYPE should be assigned the same locale.
For example, for simplified Chinese:
ESSLANG=SimplifiedChinese_China.UTF-8@Binary; export ESSLANG
LANG=zh_CN.UTF-8; export LANG
LC_CTYPE=zh_CN.UTF-8; export LC_CTYPE
2 Make sure the ESSLANG value you set in setCustomParamsHyperionPlanning.sh matchesthe ESSLANG value set for Essbase Server (set with EPM System Configurator or by editingHYPERION_HOME/products/Essbase/EssbaseServer/hyperionenv.doc).
Financial Management Postconfiguration TasksThe following table describes Financial Management postconfiguration tasks.
Table 56 Financial Management Postconfiguration Tasks
Task Reference
If you use the Financial Management Win32 client, or if you selected the ADM Client component duringinstallation to work with Financial Reporting and Web Analysis, you must register servers and clustersand enable DCOM using the HFMRegCluster utility.
Oracle Hyperion FinancialManagement Administrator'sGuide
If you have configured Financial Management Web Applications, use Internet Information Services (IIS)Manager to set the Web Service Extensions Active Server Pages to “Allowed.”
If you applied the maintenance release to move from Release 11.1.1.x to Release 11.1.1.4, you mustrun the Schema Upgrade Utility.
“Running the Schema UpgradeUtility” on page 157
Optional: Configure Settings for IIS 5.0 Isolation Mode “Configuring Settings for IIS 5.0Isolation Mode (Optional)” onpage 156
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 and
156 Performing Postconfiguration Tasks
create 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.
Running the Schema Upgrade Utility
ä To run the Schema Upgrade Utility:
1 Navigate to the Financial Management installation directory, and locate the Server directory; forexample:
C:/Hyperion/products/FinancialManagement/Server
2 Stop all Financial Management services and processes on all application servers.
3 From the Server directory, double-click the Upgrade utility file, HFM Schema Upgrade.exe.
4 From the Schema Upgrade window, click Connect to connect to the Financial Management database.
All applications with the defined database are displayed in the Available Applications section.
5 For Error Handling, select an option:
l Halt on Any Error
l Ignore Errors and Continue
Choose how to handle errors that occur during the upgrading process. For example, youcan set the process to halt when an error occurs so that you can view it immediately, or toignore errors and continue upgrading, and view the errors later.
6 For Log File Name, enter an upgrade error log name.
You can save the log file in any directory that you choose.
7 For Logging Options, select an option:
l To clear the log contents, select Truncate Existing Log on Startup.
Financial Management Postconfiguration Tasks 157
l To save the log, select Backup Existing Log.
Create an error log to check results after the upgrade. If an error log exists, you can chooseto truncate the log on startup to clear the contents, or back up the log.
8 Click Upgrade.
The system prompts you with a reminder to back up your database and the option topostpone the upgrade so that you can do the backup.
9 From the system warning that all applications will be converted, click Yes to continue.
If the utility detects that users need to be migrated, the User Migration dialog box isdisplayed.
10 From User Migration, enter the information to provision the application and click OK:
l For User Management URL, enter the URL that you use for Shared Services, for example,http://Shared Services server:58080/interop.
l For User Management Project, enter the name of the project that you created.
l For Financial Management Web Server URL for Security Administration, enter the FinancialManagement URL for security administration.
l For Administrator Logon, enter the domain, username, and password. The user must bea Shared Services administrator.
After you specify this information the first time, the system uses it to upgrade subsequentapplications.
11 When you receive the Processing Complete message, click OK.
12 Optional: To view the error log after upgrading, click View Log.
13 Click Close.
14 Restart services.
Strategic Finance Postconfiguration TasksThe following table describes Strategic Finance postconfiguration tasks.
Table 57 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 FinanceAdministrator's Guide
Connect the Strategic Finance client to the server. “Managing Entities on Strategic Finance Servers” in theHyperion Strategic Finance User's Guide.
If you have configured Strategic Finance Web services, use InternetInformation Services (IIS) Manager to set the Web Service ExtensionsActive Server Pages to “Allowed.”
158 Performing Postconfiguration Tasks
Performance Scorecard Postconfiguration TasksThe following table describes Performance Scorecard postconfiguration tasks.
Table 58 Performance Scorecard Postconfiguration Tasks
Task Reference
During configuration, EPM System Configurator registers Performance Scorecard with the default port (19000) for EPMWorkspace Web Server configuration. If you are using a different port or protocol, then after deployment, you must editthe .instance file that is created during configuration.
To edit the .instance file, use Lifecycle Management to export Hyperion Performance Scorecard Registration artifactsto the file system, use a text editor to edit the “context id” and “lcmCallBack” parameters in the instance file on the filesystem, save your edits, then use Lifecycle Management to import the Hyperion Performance Scorecard Registrationartifacts back into the application.
Note: The instance file is considered an artifact in Lifecycle Management. The instance file artifact is displayed in theLifecycle Management artifact listing under the Deployment Metadata node in Shared Services Console. In the OracleHyperion Shared Services Console View Pane, expand Application Groups, then Foundation, and Deployment Metadata.Then in the artifact listing, expand Registration, then Applications, and Hyperion Performance Scorecard.
OracleHyperionEnterprisePerformanceManagementSystemLifecycleManagementGuide
FDM Postconfiguration TasksThe following table describes FDM postconfiguration tasks.
Table 59 FDM Postconfiguration Tasks
Task Reference
Configure FDM and create FDM applications. EPM System Configurator only registers FDM withShared Services. The remainder of the configuration is done in FDM.
Oracle Hyperion Financial Data QualityManagement Configuration Guide
If you applied the maintenance release to move from Release 11.1.1.x to Release 11.1.1.4,you must run the Schema Update Utility.
Oracle Hyperion Financial Data QualityManagement Configuration Guide
ERP Integrator Postconfiguration TasksThe following table describes ERP Integrator postconfiguration tasks.
Table 60 ERP Integrator Postconfiguration Tasks
Task Reference
If you are using ERP Integrator with Microsoft SQL Server,perform manual steps.
“Preparing ERP Integrator for Use with Microsoft SQL Server” on page160
Configure Oracle Data Integrator to work with ERP Integrator. Oracle Hyperion Financial Data Quality Management ERP IntegrationAdapter for Oracle Applications Administrator's Guide
Performance Scorecard Postconfiguration Tasks 159
Preparing ERP Integrator for Use with Microsoft SQL ServerIf you are using ERP Integrator with Microsoft SQL Server, you must perform additional stepsto update references to the database.
ä To prepare ERP Integrator for use with Microsoft SQL Server:
1 Navigate to the following deployment folder for the ERP Integrator Web application.
HYPERION_HOME/deployments/AppServerNameAndVersion/ERPIntegrator/webapps/aif
2 Open the following file in a text editor:
WEB-INF/classes/com/hyperion/aif/gl/common/setup/userinterface/DataBindings.cpx
3 Using the “Match Case” search option, search and replace all instances of _Oracle with the following:
l _SQLServer if you are using Microsoft SQL Server.
4 Save the file.
5 Restart the ERP Integrator Web service.
Data Relationship Management PostconfigurationTasksThe following table describes Data Relationship Management postconfiguration tasks.
Table 61 Data Relationship Management Postconfiguration Tasks
Task Reference
Install and configure Data Relationship Management. Oracle Hyperion Data Relationship Management Installation Guide
160 Performing Postconfiguration Tasks
8Reconfiguring EPM System
Products
In This Chapter
Reconfiguring for SSL... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Redeploying to a Different Web Application Server Type... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Changing Repository Passwords... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Reconfiguring Ports .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
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 Shared Services, you must also reconfigurethe 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 EPM WorkspaceWeb server and then restart the EPM Workspace Web application.
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 “Enable SSL for communications” option
l Deploy to Application Server — Redeploy all Web applications
l Configure Web server — Reconfigure the Web server
Redeploying to a Different Web Application Server TypeIf you have already installed and configured EPM System products and deployed applicationsto a Web application server, and you want to deploy to a different Web application server type,you can do so using the following procedures. You can redeploy while you are applying a
Reconfiguring for SSL 161
maintenance release or at any time by running EPM System Configurator and selecting the newWeb application server type for deployment.
Note: You cannot mix Web application server types for the deployment within a singleinstallation of EPM System. You must redeploy all Web applications to the same Webapplication server type if you want to change the Web application server type.
Redeploying from the Embedded Java Container orWebSphere to WebLogic ServerIf you previously deployed products to Embedded Java Container or WebSphere, you canredeploy to WebLogic Server during configuration with EPM System Configurator.
ä To migrate the EPM System product deployment from the Embedded Java Container orWebSphere to WebLogic Server:
1 Stop all the services for EPM System products and for the Web application server (Hyperion Apache 2.0service or the WebSphere service).
2 Navigate to HYPERION_HOME/common/httpServers/Apache/2.0.59/conf/ and openhttpd.conf in a text editor.
3 Scroll to the end of file and make the following edits, depending on your Web application server.
l For Embedded Java container, remove the lines starting with Include conf/HYSLTomcat-autogenerated.conf (the number of these directives depends on thenumber of configured components).
l For WebSphere, remove the lines starting with Include conf/WebSphereautogenerated.conf (the number of these directives depends on thenumber of configured components).
4 Start EPM System Configurator, and select the Deploy to Application Server task for all the currentlydeployed applications. During configuration, select WebLogic Server.
5 Configure EPM Workspace Web Server last.
You must complete the Web Server Configuration task for EPM Workspace last to ensurethat all products are configured to work with EPM Workspace.
Redeploying Applications from Oracle Application Server toWebLogic Server
ä To redeploy applications from the Oracle Application Server to WebLogic Server:
1 Stop all the Web applications and services for EPM System products and stop all Oracle ApplicationServer OPMN services.
2 Start EPM System Configurator, and select the Deploy to Application Server tasks for all the currentlydeployed applications. During configuration, select WebLogic Server.
162 Reconfiguring EPM System Products
3 Configure EPM Workspace Web Server last.
You must complete the Web Server Configuration task for EPM Workspace last to ensurethat all products are configured to work with EPM Workspace.
Changing Repository PasswordsFor EPM System products that require a database repository, you can change repositorypasswords after product deployments.
After changing database repository passwords, restart EPM System products as described inChapter 5, “Starting and Stopping EPM System Products.”
Changing the Shared Services and Registry RepositoryPasswordIf you are working in a distributed environment, repeat this procedure on each machine in thedeployment.
ä To change the password for the Shared Services and Registry repository:
1 Using the database administration console, change the password of the user account that was used toconfigure 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 Keeping the existing database and user, enter the new password for the user account that was used toconfigure the Shared Services database.
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 Passwords
ä To change the password for the repository for EPM System products other than SharedServices:
1 Using the database administration console, change the password of the user account that was used toconfigure the EPM System product database.
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.
Changing Repository Passwords 163
5 Specify the existing database and user, and enter the new password for the user account that was usedto configure the EPM System product database.
6 When you are prompted to choose whether to Drop and recreate tables or Reuse the existingdatabase, select Reuse the existing database.
7 Continue the configuration, and click Finish when you are done.
8 Restart the Web application and services and processes.
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.
6 Continue the configuration, and click Finish when you are done.
Changing the FDM Repository Password
ä To change the FDM repository password using FDM Workbench:
1 In the database, change the password.
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.
164 Reconfiguring EPM System Products
ä To change the FDM repository password using FDM Web:
1 In the database, change the password.
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.
2 In the database, change the password.
3 Open the Data Relationship Management console.
4 Go to Database Settings.
5 In Database Login, enter the new password.
6 To test the new password, select connect.
7 Enter the password again and select OK.
You should see a message, “Successfully connected to database.”
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.
Reconfiguring Ports 165
166 Reconfiguring EPM System Products
9Deployment Scenarios
In This Chapter
Considerations for Distributed Environments... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Adding Servers to a Financial Management Deployment .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Considerations for Distributed EnvironmentsNote the following about product installations if you are working in a distributed environment:
l If you are installing multiple instance of Essbase Server on a single computer, see “InstallingAdditional Instances of Essbase Server” on page 62.
l EPM System products support only one instance of Shared Services. A single instance of aproduct does not recognize a second instance of Shared Services. You can have only oneinstance of Shared Services in a deployment.
l For EPM Workspace, EPM System Configurator requires that you install the Web serverand the Web application server on the same machine (the machine on which you installEPM Workspace). If you want to have the Web server and the Web application server onseparate machines, you must perform manual configuration steps. See the Oracle HyperionEnterprise Performance Management System Manual Deployment Guide for information.
l If you are using Financial Management and EPM Workspace with IIS, you must installFinancial Management Web applications and EPM Workspace on the same box.
l If you are using FDM and EPM Workspace with IIS, you must install the FDM Webapplication and EPM Workspace on the same box.
l EPM Workspace and the application being integrated must be deployed to the same Webapplication server type. For example, if EPM Workspace is deployed to Oracle ApplicationServer, Performance Management Architect must also be deployed to Oracle ApplicationServer. If an application being integrated does not support the EPM Workspace Webapplication server, redeploy EPM Workspace to a commonly supported Web applicationserver (Oracle WebLogic Server).
l When using Financial Management as a data source, for performance reasons, running bothReporting and Analysis and Financial Management on a Windows platform is highlyrecommended. Deploying Financial Management and Reporting and Analysis in a mixedenvironment of Windows and UNIX may result in unsatisfactory performance.
l You can have only one instance of Financial Reporting Scheduler service running in yourenvironment.
Considerations for Distributed Environments 167
Adding Servers to a Financial Management DeploymentThe following procedure defines an overview of the recommended process for adding serversto the Financial Management environment, defining clusters, and adding servers to the clusters.
ä To add servers to 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 EPM Workspace services.
5 In EPM Workspace, register each application against the preferred cluster. See the Oracle EnterprisePerformance Management Workspace Administrator's Guide.
168 Deployment Scenarios
10Uninstalling EPM System
In This Chapter
Uninstalling EPM System Products .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Performing a Silent Uninstallation... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171
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 Clears the product installation directory of all files.
l Removes appropriate entries from the Windows registry.
l Removes appropriate entries from the Oracle Hyperion 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 that are in HYPERION_HOME. For information aboutbacking up files, see Oracle Hyperion Enterprise Performance Management SystemBackup and Recovery Guide. EPM System Uninstaller does preserve the Essbase /app directory, security file (essbase.sec), and configuration file (essbase.cfg).
Uninstalling EPM System Products
ä To uninstall EPM System products:
1 Choose a method:
l (Windows) In HYPERION_HOME/uninstall, double-click uninstall.cmd.
Uninstalling EPM System Products 169
l (Windows) In the Windows Control Panel, select Add or Remove Programs, selectHyperion EPM System, and click Change/Remove.
l (Windows) From a Windows console, change to HYPERION_HOME/uninstall/, andthen enter uninstall.cmd.
l From the Start menu, select Programs, then Oracle EPM System, then Foundation Services,and then Uninstall EPM System.
l (UNIX) Change to the HYPERION_HOME/uninstall directory and type ./uninstall.sh.
l (UNIX) Change to the HYPERION_HOME/uninstall directory and type ./uninstall.sh —console.
2 Exit other programs before you continue, and then click Next.
3 Select the products to uninstall, and then click Next. All components of the selected products areuninstalled.
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 multiple versions of Essbase Server are installed, select the instance to uninstall. Determinethe instance by looking at the installation location in the “Location” column.
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 Hyperion home directory.
If you select this option, data and customized files will be deleted.
5 Confirm the products to uninstall, and then click Next.
EPM System Uninstaller displays progress incrementally as each assembly's uninstallationis complete.
Note: To cancel the uninstallation, click Cancel. When you click Cancel, EPM SystemUninstaller stops the uninstallation of the current assembly and rolls that assemblyback to an installed state. It does not undo uninstallations for assemblies that werealready 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 inHYPERION_HOME/logs/install. There is a log file for each assembly, named product-install.log; for example, hss-install.log.
6 Click Finish to close EPM System Uninstaller.
Note: On Windows 2008, you must reboot after uninstalling EPM System products.
170 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 58.
2 From the command line, enter a command:
uninstall.cmd -silent filename
for Windows or
uninstall.sh -silent filename
for UNIX.
The uninstallation runs in the background.
Performing a Silent Uninstallation 171
172 Uninstalling EPM System
11License Compliance
In This Chapter
Ensuring License Compliance... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Activating and Deactivating Product Features... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Auditing Usage ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
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 173.
l Audit your usage. See “Auditing Usage” on page 173.
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 Security Administration Guide. A
Ensuring License Compliance 173
provisioning report provides a list of users provisioned to each application, either directly orthrough a group.
174 License Compliance
AWhat Happens During
Installation
In This Appendix
What Happens During Shared Services Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
What Happens During EPM Workspace Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
What Happens During Performance Management Architect Installation ... . . . . . . . . . . . . . . . . . . . . . . . . 179
What Happens During Calculation Manager Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180
What Happens During Smart View Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
What Happens During Essbase Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
What Happens During Essbase Studio Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
What Happens During Integration Services Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
What Happens During Administration Services Installation... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
What Happens During Provider Services Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
What Happens During Smart Search Command Line Utility Installation... . . . . . . . . . . . . . . . . . . . . . . . . . 187
What Happens During Reporting and Analysis Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
What Happens During Planning Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
What Happens During Financial Management Installation... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
What Happens During Performance Scorecard Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190
What Happens During Strategic Finance Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
What Happens During Profitability and Cost Management Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . 192
What Happens During FDM Installation... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
What Happens During Data Relationship Management Installation ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
During installation, EPM System Installer installs components and services for the products thatyou select and creates Start menu items under All Users.
What Happens During Shared Services InstallationDuring a typical installation, EPM System Installer performs the following operations:
l Installs EPM System common components to HYPERION_HOME/common.
For information about HYPERION_HOME and a list of directories created, see “Common Filesinstalled in the HYPERION_HOME Directory” on page 176.
l Installs these components:
m OpenLDAP database (stores security-services-related data)
What Happens During Shared Services Installation 175
m Shared Services server
m Shared Services Help
m Oracle Hyperion Remote Authentication Module
l Adds shortcuts to the Start menu.
Files Installed in the Foundation DirectoryShared Services files are installed in HYPERION_HOME/products/Foundation.
The following table describes the files and folders installed in the /Foundation directory.
Table 62 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 of preparinga war or ear file for deployment, the war file MAY be unpacked here and some files modified, then the war or ear filerepacked, ready for deployment
bin Shared Services start and stop scripts
BPMA Performance Management Architect files
CALC Calculation Manager files
openLDAP OpenLDAP database files
server Shared Services executable files, default relational database files, Java class files, and server locale files
SmartView Smart View files
temp Location for temporary files
workspace EPM Workspace files
Common Files installed in the HYPERION_HOME DirectoryVarious files are installed in the HYPERION_HOME/common directory by a default installation ofShared Services. Some common components, and thus some files and directories, are optionaland might not be installed.
The following table describes the files and folders installed in the HYPERION_HOME/commondirectory.
Table 63 Common Component Directories Created in the Common Directory
Directory Contents
ADM Analytic Data Model files
176 What Happens During Installation
Directory Contents
appServers Application server files
Axis Web services components
calc-client-sdk
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
EssbaseJavaAPI Java driver used when embedding Essbase in other applications
EssbaseRTC, EssbaseRTC-64 Essbase runtime client used when embedding Essbase in other applications
httpServers Web server files for batteries included installation
HyperionLookAndFeel Installer user interface files
import_export LifeCycle management files
JakartaCommons Common development library files
JavaMail Files to support sending e-mail through Java
JCE JCE files for encryption, key generation and agreement, and MAC
JDBC JDBC files
JRE, JRE-64 Java Runtime Environment files
loggers Files for external authentication logging
Microsoft.NETFramework (Windows only) Microsoft .Net files
MSXML (Windows only) Microsoft XML parsers
Naming JNDI files
ODBC, ODBC-64 ODBC drivers
pma-client-sdk Performance Management Architect SDK common libraries
RMI RMI files
SAP, SAP-64 Placeholder directory for SAP files to be copied
Search Smart Search Command Line Utility common files
SharedServices Supporting files for Shared Services
What Happens During Shared Services Installation 177
Directory Contents
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
VisualCRedistributable Visual C runtime library files
workspacert EPM Workspace Agent Service
XML Common XML components
The following table describes other files and folders installed in the HYPERION_HOME directory.
Table 64 Other Common Directories
Directory Contents
deployments A central location for storing the required Java application server specific files for each product
logs A directory for each product to store log files. For more information about log files, see the Oracle Hyperion EnterprisePerformance Management System Installation and Configuration Troubleshooting Guide
The log files belonging to most Hyperion products are created in HYPERION_HOME/logs. Log files are created in aproduct-specific directory. For example, Shared Services logs are created in HYPERION_HOME/logs/SharedServices9.
Installation logs for each product are located Installation logs for all products are located in HYPERION_HOME/logs/install/product.
The first time you run Oracle Hyperion Enterprise Performance Management System Diagnostics, it creates logszip.
Opatch Oracle patching tool files
oui Oracle installation files
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
What Happens During EPM Workspace InstallationEPM Workspace files are installed in HYPERION_HOME/products/Foundation/workspace.
Files Installed in the EPM Workspace DirectoryThe following table describes the files and folders installed in the /workspace directory.
178 What Happens During Installation
Table 65 EPM Workspace Installation Directories
Directory Contents
_uninst Files for uninstalling EPM Workspace
AppServer EPM Workspace and Web Analysis static content (online Help)
bin EPM Workspace utilities, start and stop scripts
common Common files for EPM Workspace configuration
data Physical location of EPM Workspace services
database Database scripts are used by EPM System Configurator to create the database repository schema
docs Sample files
install Annotation scripts
InstallableApps EPM Workspace war/ear files
lib Common library files for EPM Workspace
logs Log files for EPM Workspace
MigrationUtility Utility for migration from previous releases
SDK SDK files
syncCSSId
What Happens During Performance ManagementArchitect InstallationBy default, the EPM System Installer performs these operations when you install PerformanceManagement Architect:
l Copies software files to the Performance Management Architect installation directory,creates the virtual directory in IIS, installs .NET Framework 2.0 if not installed, and installsC++ Runtime libraries.
l Installs some services. (For a list of services, see “Performance Management ArchitectServices” on page 117) Additional services are installed during configuration, and servicesdo not start until you configure with EPM System Configurator.
l Sets up a virtual directory in IIS for the Dimension Server.
What Happens During Performance Management Architect Installation 179
Files Installed in the Performance Management ArchitectDirectoryPerformance Management Architect files are installed in HYPERION_HOME/products/Foundation/BPMA.
The following table describes the files and folders installed in the /BPMA directory.
Table 66 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
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
What Happens During Calculation ManagerInstallationCalculation Manager components are installed in HYPERION_HOME/products/Foundation/CALC.
Files Installed in the Calculation Manager DirectoryThe following table describes the files and folders installed in the /CALC directory.
Table 67 Calculation Manager Installation Directories
Directory Contents
_uninst Files to uninstall Calculation Manager.
AppServer Application server deployment files
config Configuration files
lib Oracle Hyperion Calculation Manager library files and utilities
180 What Happens During Installation
What Happens During Smart View InstallationIf you use EPM System Installer to install Smart View, Smart View files are installed inHYPERION_HOME/products/Foundation/SmartView or HYPERION_HOME/products/Essbase/SmartView.
If you installed Smart View using the standalone executable, files are installed inHYPERION_HOME/Smartview. See Oracle Hyperion Smart View for Office User's Guide for moreinformation.
Files Installed in the Smart View DirectoryThe following table describes the files and folders installed in the /SmartView directory.
Table 68 Smart View Installation Directories
Directory Contents
binl Smart View DLLs
l BIPLusConnector.dll for Oracle Crystal Ball
l HSTbar.xla, the Smart View toolbar
l smartview.bas, containing VBA function declarations
l hve.exe, the Visual Explorer executable
cfg The configuration properties file (properties.xml) for Smart View, which contains the URL location for the Provider Servicesthat is used by default when Smart View is launched
Docs Smart View documentation
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 HYPERION_HOME/products/Essbase/EssbaseServer directory.
l If you install an additional instance of Essbase Server on the same computer, it is installedin HYPERION_HOME/products/Essbase-n/EssbaseServer.
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 theHYPERION_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.
What Happens During Smart View Installation 181
For additional information about what happens when you install and configure multipleinstances of Essbase Server, see “Configuring and Starting an Additional Instance of EssbaseServer” on page 95.
Files Installed in the Essbase Server DirectoryThe following table describes the files and folders installed in the /EssbaseServer directory.
Table 69 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
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.
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 HYPERION_HOME/products/Essbase/EssbaseClient directory:
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 70 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.
182 What Happens During Installation
Directory Contents
hve Visual Explorer files.
JavaAPI Help files for Oracle Essbase Visual Explorer
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 HYPERION_HOME/products/essbase/EssbaseStudio.
l Installs common components to the HYPERION_HOME/common directory.
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 71 Essbase Studio Installation Directories
Directory Contents
console The Essbase Studio Console executable file, EssbaseStudio.exe.
Also contains these Eclipse-specific subdirectories: configuration, features, plugins, storage,workspace.
console/eas EASLaunch.properties file
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.
What Happens During Essbase Studio Installation 183
Directory Contents
Server/sqlscripts SQL scripts that you can use to create a Essbase Studio catalog database. Scripts are included for supportedRDBMS.
What Happens During Integration Services InstallationIntegration Services files are installed in HYPERION_HOME/products/Essbase/eis.
When you install Integration Services software, EPM System Installer:
l Creates directories and copies program files, scripts, and Help files to the location youspecify.
l Adds entries to the Windows Registry for Integration Services.
The specific changes made to the computer depend on the operating system, whether you areinstalling server or client software, and which components of Integration Services you chooseto install.
When you install the Integration Services server software on UNIX computers, EPM SystemInstaller performs the these actions:
l Copies program files, scripts, and Help to the created directories on the local drive.
l Copies shared library files to the esslib directory.
l Creates is.csh and is.sh shell script files for updating the UNIX operating environmentand installs them to the directory you created during installation.
l Creates a sample odbc.ini in the ODBC/Merant/6.1 directory for use in configuringrelational data sources for ODBC.
Files Installed in the Integration Services DirectoryThe following table describes the files and folders installed in the /eis directory.
Table 72 Integration Services Installation Directories
Directory Contents
console/bin Integration Services Console software
console/docs
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.
184 What Happens During Installation
Directory Contents
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
server/log Contains the server log file, which is created when you first run Integration Services
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) HYPERION_HOME/common/ODBC/Merant/6.1 or HYPERION_HOME/common/ODBC-64/Merant/6.1
Contains odbc.ini. It also includes the directories and files for the DataDirect ODBC installation andthe readme file containing the latest DataDirect ODBC information. DataDirect ODBC PDF documentationis located in Merant/6.1/docs.
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 script filesin 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 Integration Services Installation 185
What Happens During Administration ServicesInstallationThe default installation directory for Administration Services is HYPERION_HOME/products/Essbase/eas.
EPM System Installer performs the following operations when you install AdministrationServices:
l On Windows, creates the EAS_HOME environment variable on the system.
l Installs and configures Embedded Java Container during the Administration Servicesinstallation.
l Adds shortcuts to the Start menu.
l Installs and configures Business Rules software and documentation.
Files Installed in the Administration Services DirectoryThe following table describes the files and folders installed in the /eas directory.
Table 73 Administration Services Installation Directories
Directory Contents
bin Startup scripts for the deployed Web application server. However, the recommend procedure is to launchAdministration Services from the start menu or from HYPERION_HOME/deployments/AppServer/bin/starteas.bat.
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 Administration Services Server jar files
server/locale Locale files for Essbase RTC
server/localized Documentation launch files for localized documentation
storage
186 What Happens During Installation
Note: If you are using SAP R/3 as a data source, to configure Administration Services to workwith SAP/R3, see Administration Services Online Help for information on how to installand configure SAP/R3.
What Happens During Provider Services InstallationProvider Services files are installed in HYPERION_HOME/products/Essbase/aps.
EPM System Installer performs the following operations when you install Provider Services:
l Installs EPM System common components to the HYPERION_HOME/common directory.
l By default, installs Embedded Java Container application server.
l On Windows, adds shortcuts to the Start menu.
l Creates an environment variable APS_HOME on Windows, which contains the path of theProvider Services installation.
Files Installed in the Provider Services DirectoryThe following table describes the files and folders installed in the /aps directory.
Table 74 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
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
lib essconfiguration.jar file used by EPM System Configurator
redist Smart View client installation executable files
samples Sample programs that you can use to test Provider Services software and start developing client programs
What Happens During Smart Search Command LineUtility InstallationSmart Search Command Line Utility files are installed in HYPERION_HOME/products/Essbase/SmartSearch.
What Happens During Provider Services Installation 187
Files Installed in the Smart Search Command Line UtilityDirectoryThe following table describes the files and folders installed in the /SmartSearch directory.
Table 75 Smart Search Command Line Utility Installation Directories
Directory Contents
AppServer Files required for Java application server deployment for Smart Search Command Line Utility
hysl Smart Search Command Line Utility configuration files and templates for rendering search results.
lib Jar files needed to run Oracle Hyperion Smart Search Command Line Utility
What Happens During Reporting and AnalysisInstallationReporting and Analysis files are installed in HYPERION_HOME/products/biplus.
Files Installed in the Reporting and Analysis DirectoryThe following table describes the files and folders installed in the /biplus directory.
Table 76 Reporting and Analysis Installation Directories
Directory Contents
_uninst Files to uninstall Reporting and Analysis
appsinfo Web Analysis files
bin Product binaries plus start, stop scripts
common Subdirectories for common items
data Product temp data subdirectories
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
logs Log files
188 What Happens During Installation
Directory Contents
temp Temporary file storage
What Happens During Planning InstallationPlanning files are installed in HYPERION_HOME/products/Planning.
By default, the EPM System Installer performs these operations:
l Copies Planning software files to the installation directory.
l Copies common components to the HYPERION_HOME directory that you specify.
l Installs the appropriate versions of Java Run-time Environment (JRE).
l Copies file to create a common RMI registry, called HyperionRMIRegistry, for productssuch as Planning and Oracle Hyperion Business Rules.
Files Installed in the Planning DirectoryThe following table describes the files and folders installed in the /Planning directory.
Table 77 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. Also included are Smartview.exe andOffline.exe.
config Planning properties and ico files
lib/lib64 Jar files needed to run Planning
Offline Files needed to run Offline Oracle Hyperion Planning
What Happens During Financial ManagementInstallationFinancial Management files are installed in HYPERION_HOME/products/FinancialManagement.
By default, EPM System Installer performs these operations when you install FinancialManagement:
l Copies common components to the HYPERION_HOME directory that you specify
l Installs the Java Runtime Environment (JRE) version
What Happens During Planning Installation 189
l Installs the ADM driver, HsvADMDriver.dll, in HYPERION_HOME/products/FinancialManagement/client
If you do not have Microsoft Data Access Component (MDAC) installed on the applicationserver, EPM System Installer installs it. The MDAC installation process can be time-consumingand requires that you reboot your computer.
Files Installed in the Financial Management DirectoryThe following table describes the files and folders installed in the /FinancialManagementdirectory.
Table 78 Financial Management Installation Directories
Directory Contents
_uninst Uninstallation files for Financial Management
bin Files for facilitating upgrades
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 Files for installing Oracle Hyperion Application Link 7.0 Adapter
Install Files to install and configure the Smart View provider
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 HYPERION_HOME/products/PerformanceScorecard.
190 What Happens During Installation
Files Installed in the Performance Scorecard DirectoryThe following table describes the files and folders installed in the /PerformanceScorecarddirectory.
Table 79 Performance Scorecard Installation Directories
Directory Contents
_uninst Files needed to uninstall Performance Scorecard
AppServer Files required for Java application server deployment for Performance Scorecard
bin Scripts to start and stop HPSWebReports and HPSAlerter
db Initialization and upgrade scripts used to create a new Oracle Hyperion Performance Scorecard database or to upgrade anexisting one, depending on your choice during configuration
tools Files that enable you to use the ETL Import/Export utility to load and extract data
What Happens During Strategic Finance InstallationStrategic Finance files are installed in HYPERION_HOME/products/hsf.
Files Installed in the Strategic Finance DirectoryThe following table describes the files and folders installed in the /hsf directory.
Table 80 Strategic Finance Installation Directories
Directory Contents
bin Batch files to start and stop Strategic Finance
Client Executables and files for running the Strategic Finance Client
HSFData Server entities, access control, maps, batches, server consolidation data and other Strategic Finance serverdatabase information.
Server Executables for the Strategic Finance server and administration utility
uninstall Files for uninstalling Strategic Finance
ValidationLibs
WebServer Oracle Hyperion Strategic Finance Web services components
What Happens During Strategic Finance Installation 191
What Happens During Profitability and CostManagement InstallationProfitability and Cost Management software components are installed in HYPERION_HOME/products/Profitability.
Files Installed in the Profitability and Cost ManagementDirectoryThe following table describes the files and folders installed in the /Profitability directory.
Table 81 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
bin Batch files for starting and stopping Profitability and Cost Management
database SQL scripts required for creating the production database
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 and a staging dump file to import model data into a Oracle Hyperion Profitability and CostManagement application
What Happens During FDM InstallationFDM files are installed in HYPERION_HOME/products/FinancialDataQuality. ERPIntegrator files are also installed in this location.
Files Installed in the FDM DirectoryThe following table describes the files and folders installed in the /FinancialDataQualitydirectory.
Table 82
Directory Contents
_uninst Files to uninstall Oracle Hyperion Financial Data Quality Management
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
192 What Happens During Installation
Directory Contents
bin Scripts to start and stop Hyperion ERPI - Web Application (HyS9aifWeb)
common Files required for registration with Shared Services
database Scripts to create database objects
InstallScripts Script files used during the installation process
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 installation, see theOracle Hyperion Data Relationship Management Installation Guide.
What Happens During Data Relationship Management Installation 193
194 What Happens During Installation
BOptional Manual Configuration
for Essbase Products
In This Appendix
Manually Configuring the Essbase Server Environment (UNIX) .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
Manually Configuring the Essbase Server Environment (Windows) ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Manually Configuring the Essbase Server Environment(UNIX)During installation, EPM System Installer performs these tasks:
l Creates .hyperion.'hostname', which defines the Hyperion home directory.
l Creates hyperionenv.doc, which specifies default parameters for starting Essbase.
l Provides start scripts for the Korn shell.
Each Hyperion home directory has its own hyperionenv.doc file and startEssbase.sh file.
During configuration, EPM System Configurator:
l Updates hyperionenv.doc with values you specify if they differ from the default values.
l Updates essbase.cfg with the port values you specify. For information aboutessbase.cfg, see Oracle Essbase Technical Reference.
l Updates essbase.cfg with the JVMMODULELOCATION setting to designate the installationlocation of JRE. For information about designating a different, specific instance of JRE, see“Changing JvmModuleLocation (UNIX)” on page 198.
EPM System Configurator does not update the .cshrc or .profile environment files.
To start Essbase, Oracle provides a script, startEssbase.sh. The script callshyperionenv.doc, which sets the required parameters, and starts Essbase.
By default, if you do not configure Essbase with EPM System Configurator,hyperionenv.doc is populated with default values so you can use startEssbase.sh to startEssbase in standalone mode (without Shared Services authentication).
The following information is provided if you prefer to configure manually or want to changethe configuration later, or want to update the script for a different shell. (Oracle provides scriptsfor the Korn shell.)
Manually Configuring the Essbase Server Environment (UNIX) 195
Note: After installing and updating the environment, you must log off the server and log onagain for the changes to take effect.
Note: If you installed an additional instance of Essbase, it is installed in HYPERION_HOME/products/essbase-n. This instance has its own copy of hyperionenv.doc,essbase.cfg, and startEssbase.sh.
Specifying Parameters in hyperionenv.docThe hyperionenv.doc file is written in Korn shell. If you are using another shell, be sure touse syntax appropriate for it.
The following tables describes the variables in hyperionenv.doc:
Parameter Description Default Value
ARBORPATH Location of applications and data HYPERION_HOME/products/Essbase/EssbaseServer/app
PATH To more quickly access Essbase Server components, add$ESSBASEPATH/bin to the PATH.
$ESSBASEPATH/bin
HYPERION_HOME
Installation location for all EPM System products
LD_LIBRARY_PATH
System library path. Update the library path variableappropriate for the operating system you are using.
l HP-UX — SHLIB_PATH
l IBM AIX — LIBPATH
l Linux — LD_LIBRARY_PATH
l Solaris — LD_LIBRARY_PATH
HYPERION_HOME/products/Essbase/EssbaseServer/
ESSBASEPATH Installation location of Essbase client HYPERION_HOME/products/Essbase/EssbaseServer
ESSLANG Locale definition English_UnitedStates.Latin1@Binary
ODBCINI Location of odbc.ini HYPERION_HOME/common/ODBC/Merant/6.1/odbc.ini
LD_PRELOAD(HPUX RISC only)
You must set the environment variable LD_PRELOAD onHPUX RISC.
Caution! Failure to set LD_PRELOAD on HPUX RISCplatforms might result in Essbase terminatingabnormally. Setting LD_PRELOAD in UNIX environmentscripts (such as .profile) is not recommended, asunexpected consequences might occur.
export LD_PRELOAD=HYPERION_HOME/common/JRE/1.5.0/lib/PA_RISC2.0/server/libjvm.sl
196 Optional Manual Configuration for Essbase Products
Changing ESS_JVM_OPTION and ESS_CSS_JVM_OPTIONThe environment variables ESS_JVM_OPTION# (0 through 9) and ESS_CSS_JVM_OPTION# (0through 9) are available to address any platform and JRE version-specific options required byJVM.
If required for your environment, these settings are written to the hyperionenv.doc file duringinstallation.
If you are running JRE 1.5.0 on Solaris, the ESS_JVM_OPTION and ESS_CSS_JVM_OPTIONenvironment variables are required:
l ESS_JVM_OPTION1—If using JVM for custom-defined functions, custom-defined macros,data mining, triggers, or external authentication supplied by Oracle.
l ESS_CSS_JVM_OPTION1—If using the security platform supplied by Oracle.
You must set these environment variables to use -Xusealtsigs, which is a special Javaargument. -Xusealtsigs is the only setting required for this release.
ä To set ESS_JVM_OPTION1 and ESS_CSS_JVM_OPTION1:
Add the environment setting in the appropriate file and format for your system.
The following table provides examples of environment settings.
Shell Environment File Variable and String
C .cshrc ESS_JVM_OPTION1:
setenv ESS_JVM_OPTION1 "-Xusealtsigs"
ESS_CSS_JVM_OPTION1:
setenv ESS_CSS_JVM_OPTION1 "-Xusealtsigs"
Bourne or Korn Shell .profile ESS_JVM_OPTION1:
ESS_JVM_OPTION1=-Xusealtsigs; export ESS_JVM_OPTION1;
ESS_CSS_JVM_OPTION1:
ESS_JVM_CSS_OPTION1=-Xusealtsigs; export ESS_CSS_JVM_OPTION1;
Changing the Location of Shared Services Log Files (Optional)Use this information if you want to change the location of Shared Services configuration logfiles. The default location of Shared Services configuration log files depends on the applicationserver on which Shared Services is deployed.
To change the location where log files are written, use the ESS_CSS_JVM_OPTION# environmentvariable. Be sure to use a # that does not conflict with other ESS_CSS_JVM_OPTION variablesused in your environment.
Manually Configuring the Essbase Server Environment (UNIX) 197
ä To set ESS_CSS_JVM_OPTION2:
1 (UNIX) Add the environment variable in the appropriate file and format for your system.
The following table provides examples of environment settings.
Shell Environment File Variable and String
C .cshrc setenv ESS_CSS_JVM_OPTION2 "-Djava.io.tmpdir=location”
Bourne or Korn Shell .profile ESS_CSS_JVM_OPTION2=”-Djava.io.tmpdir=location”export ESS_CSS_JVM_OPTION2;
where location is the full pathname. For example: /vol1/server/csslog.
OR
2 (Windows) At a command prompt, type:
set ESS_CSS_JVM_OPTION2= -Djava.io.tmpdir=location
For example:
set ESS_CSS_JVM_OPTION2= -Djava.io.tmpdir=c:/csslog
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 JRE version and the operating system that you are using, as shown in the following table.
Note: To run 64–bit Essbase on any 64–bit operating system requires a 64–bit JVM.
The following table provides the location and name of the JVM library file for different operatingsystems.
Platform (JRE version) Location and Name of JVM Library File
Solaris 32–bit (JRE 1.5.0) $HYPERION_HOME/common/JRE/Sun/1.5.0/lib/sparc/server/libjvm.so
Solaris 64–bit (JRE 1.5.0_05) $HYPERION_HOME/common/JRE-64/Sun/1.5.0/lib/sparcv9/server/libjvm.so
198 Optional Manual Configuration for Essbase Products
Platform (JRE version) Location and Name of JVM Library File
Linux (JRE 1.5.0_05) $HYPERION_HOME/common/JRE/Sun/1.5.0/lib/i386/server/libjvm.so
Linux (JRE-64 1.5.0) $HYPERION_HOME/common/JRE-64/Sun/1.5.0/lib/amd64/server/libjvm.so
IBM AIX 32–bit (JRE 1.5.0) $HYPERION_HOME/common/JRE/IBM/1.5.0/jre/bin/j9vm/libjvm.so
IBM AIX 64–bit (JRE 1.5.0) $HYPERION_HOME/common/JRE-64/IBM/1.5.0/jre/bin/j9vm/libjvm.so
HP-UX 32-bit (JRE 1.5.1_01) $HYPERION_HOME/common/JRE/HP/1.5.0/lib/PA_RISC2.0W/server/libjvm.sl
HP-UX 64-bit (JRE 1.5.1_01) $HYPERION_HOME/common/JRE-IA64/HP/1.5.0/lib/IA64W/server/libjvm.so
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_OPTION3=-Xms16m
ESS_JVM_OPTION4=-Xmx16m
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.
Optional Manual Configuration for Integration Services(UNIX)EPM System Configurator provides configuration scripts — is.csh and is.sh, for updatingenvironment variables. If necessary, update the scripts for your shell. Both shell scripts set thefollowing environment variables:
The following table describes the environment variables for Integration Services on UNIX.
Table 83 Environment Variables Required for Integration Services on UNIX
Name Purpose and Default Setting
ISHOME Specifies the directory where the Integration Services software is installed.
HYPERION_HOME Specifies the directory where the common Hyperion components are installed.
$HOME/Hyperion
Manually Configuring the Essbase Server Environment (UNIX) 199
Name Purpose and Default Setting
ARBORPATH Specifies the location of Essbase applications.
$ISHOME
ESSBASEPATH Location of Essbase client
ISLOADINFO Specifies a directory location for the reject files created during a member load or data load.
$ISHOME/loadinfo
ISODBC %HYPERION_HOME%/common/Merant/ODBC/6.1
ODBCINI Optional. Specifies the location and name of the file containing the DSN configuration for ODBC.
$HYPERION_HOME/common/ODBC/Merant/6.1/odbc.ini
TEMP Specifies a directory for temporary files.
/tmp
JAVA_HOME Specifies the JRE location. For example, for 64–bit AIX, the location is $HYPERION_HOME/common/JRE-64/IBM/1.5.0.
Library path (Platform):
l LIBPATH (AIX)
l SHLIB_PATH (HP-UX)
l LD_LIBRARY_PATH(Solaris)
l LD_LIBRARY_PATH(Linux)
Specifies the list of directories to search for software libraries.
The default setting is the current library path list, with the following entries added to the end of the list:
$ISHOME/bin;
$ISHOME/esslib
$HYPERION_HOME/ODBC/Merant/6.1/lib;
CLASSPATH $HYPERION_HOME/common/CSS/9.5.0.0/lib/css-9_5_0.jar
PATH Specifies the list of directories to search for software programs and libraries.
The default setting is the current PATH list, with the following entry added to the end of the list:
$ISHOME/bin:
Update the UNIX environment by adding is.csh or is.sh to the login script of the user whoruns the Integration Services software.
ä To include the is.csh or is.sh script in your login scripts:
1 In a text editor, open the login script file for the user (typically, hyperion) who runs Integration Services.
2 Add a new line to the file.
l If you use Korn shell, type:
. /full_path_to_directory/is.sh
l If you use C shell, type:
source /full_path_to_directory/is.csh
200 Optional Manual Configuration for Essbase Products
Optional Manual Configuration for Administration Services(UNIX)To start Administration Services, Oracle provides a script, starteas.sh. The script callssetCustomParamseas.sh, which sets the required parameters and starts AdministrationServices.
If you are using Oracle Application Server on UNIX, setCustomParamseas.sh is not provided.You must specify the environment variables in the Oracle Application Server Application ServerConsole, by setting the Server properties for the OC4J instance.
The following table describes the environment variables for Administration Services on UNIX.
Table 84 Environment Variables Required for Administration Services on UNIX
Parameter Name Default Value
EASHOME HYPERION_HOME/products/Essbase/eas
ARBORPATH HYPERION_HOME/products/Essbase/eas/server
ESSBASEPATH HYPERION_HOME/products/Essbase/eas/server
PATH HYPERION_HOME/products/Essbase/eas/server/bin:$PATH
In addition, specify the ESSLANG value if it is not already set on the machine.
Optional Manual Configuration for Provider Services (UNIX)To start Provider Services, Oracle provides a script, startaps.sh. The script callssetCustomParamsaps.sh, which sets the required parameters and starts Provider Services.
If you are using Oracle Application Server on UNIX, setCustomParamsaps.sh is not provided.You must specify the environment variables in the Oracle Application Server Application ServerConsole, by setting the Server properties for the OC4J instance.
The following table describes the environment variables for Provider Services on UNIX.
Table 85 Environment Variables Required for Provider Services on UNIX
Parameter Name Default Value
ESS_ES_HOME HYPERION_HOME/products/Essbase/aps
PATH %ESS_ES_HOME%/bin;%ARBORPATH%/bin;%PATH%
Manually Configuring the Essbase Server Environment(Windows)During Essbase Client installation, EPM System Installer:
Manually Configuring the Essbase Server Environment (Windows) 201
l Sets ESSBASEPATH to the Essbase client installation location as a user variable (Windows)and adds it to the PATH.
Note that this is a new variable. Previous versions of Essbase used ARBORPATH to refer to theinstallation location. ARBORPATH now refers to the application location.
l Sets ARBORPATH as a user variable (Windows).
During Essbase Server installation, EPM System Installer does not set environment variables.Instead, batch files are provided to start Essbase (startEssbase.cmd), ESSCMD(startEsscmd.cmd), and essmsh (startMaxl.cmd). All the scripts callsetEssbaseEnv.cmd to set up ESSBASEPATH, ARBORPATH, and PATH before starting. If you'veinstalled multiple instances of Essbase Server, each instance has its own startup script.
During Essbase Server configuration, EPM System Configurator:
l Specifies the environment variables ESSLANG and ARBORPATH in a file used to launchEssbase.
l Updates essbase.cfg with the port values that you specified. For information aboutessbase.cfg, see Oracle Essbase Technical Reference.
l Updates essbase.cfg with the JVMMODULELOCATION setting to designate the installationlocation of JRE. For information about designating a different, specific instance of JRE, see“Setting JVMMODULELOCATION (Windows)” on page 202.
The following information is provided in the event that you prefer to configure manually orwant to change the configuration later.
Updating the Environment Manually for Essbase ServerEssbase Server relies on variables set in setEssbaseEnv.cmd. To run Essbase Server, usestartEssbase.cmd, which calls setEssbaseEnv.cmd.
Ensure that the following environment variables are set appropriately:
l ESSBASEPATH
l ARBORPATH
l ESSLANG
l PATH
Setting 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 HyperionShared 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.
202 Optional Manual Configuration for Essbase Products
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 JRE version and the operating system that you are using.
Note: To run 64–bit Essbase on any 64–bit operating system requires a 64–bit JVM.
The following table shows where the JRE and jvm.dll files are installed:
Platform (JRE version) JRE and JVM.DLL Locations
32-bit Windows:
JRE
JVM.DLL
HYPERION_HOME/common/jre/sun/1.5.0
HYPERION_HOME/common/jre/sun/1.5.0/bin/server/jvm.dll
64-bit Windows (Itanium):
JRE
JVM.DLL
HYPERION_HOME/common/JRE-IA64/Sun/1.4.2
HYPERION_HOME/common/JRE-IA64/Sun/1.4.2/bin/server/jvm.dll
64-bit Windows on AMD Opteron and Intel Xeon:
JRE
JVM.DLL
HYPERION_HOME/common/JRE-AMD64/Sun/1.5.0
HYPERION_HOME/common/JRE-AMD64/Sun/1.5.0bin/server/jvm.dll
Configuring the 32-bit Runtime Client on a 64-bit WindowsPlatformIf 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 install and use the 32-bit Runtime Client on a 64-bit Microsoft Windows machine:
1 Record the value of the HYPERION_HOME system environment variable.
2 From a command prompt or from a shell window on which the HYPERION_HOME value does not conflictwith existing Essbase 64-bit client or server installations, install the 32-bit client.
3 After the 32-bit client installation is completed, restore the system environment variableHYPERION_HOME to the value noted in Step 1.
4 On the 64-bit machine, run the precompiled 32-bit client program from a command prompt or from ashell window on which ARBORPATH and ESSBASEPATH are set to the installation directory of the 32-bit Runtime Client and PATH is set to include the bin subdirectory under the ARBORPATH directory.
For information on Application Programming Interface and Runtime Client, see the OracleEssbase API Reference.
Manually Configuring the Essbase Server Environment (Windows) 203
Optional Manual Configuration for Integration Services(Windows)During installation, EPM System Installer specifies environment variables for IntegrationServices in the start scripts used to start Oracle Essbase Integration Services —HYPERION_HOME/products/Essbase/eis/server/bin/startup.bat (for the server)and HYPERION_HOME/products/Essbase/eis/console/bin/startclient.bat (for theconsole).
The startup scripts set the following environment variables:
l ARBORPATH
l ISHOME
l ESSBASEPATH
Optional Manual Configuration for Administration Services(Windows)Oracle Essbase Administration Services requires the following environment variables:
l ESSLANG
l ESSBASEPATH
l EAS_HOME
The console finds files through admincon.lax and the server usessetCustomParamseas.bat to set variables. EPM System Installer installs admincon.lax andEPM System Configurator creates setCustomParamseas.bat when the you deploy to the Webapplication server.
Optional Manual Configuration for Essbase Studio (Windows)During installation, Oracle Hyperion Enterprise Performance Management System Installerspecifies environment variables for Essbase Studio in the start file used to launch Essbase Studio— HYPERION_HOME/products/Essbase/EssbaseStudio/Server/startServer.bat.
For additional customization, see “Configuring the Server Properties File” and “Configuringthe Administration Services Console Launch File” in the Oracle Essbase Studio User's Guide.
Optional Manual Configuration for Provider Services(Windows) Ensure that the following variables are set appropriately:
l APS_HOME — APS_HOME is set as an environment variable after installation andconfiguration.
204 Optional Manual Configuration for Essbase Products
l ESS_ES_HOME — Set ESS_ES_HOME in HYPERION_HOME/products/Essbase/aps/bin/startcmd.cmd to point to APS_HOME. ESS_ES_HOME is required to launch the command-line administration utility for Provider Services.
l JAVA_HOME — Set JAVA_HOME in HYPERION_HOME/products/Essbase/aps/bin/startcmd.cmd. JAVA_HOME is required to run Java API samples.
l ESSLANG — Ensure that the ESSLANG value is correct for your locale in HYPERION_HOME/products/Essbase/aps/bin/essbase.properties. By default, ESSLANG is set to USEnglish.
You can perform additional configuration by editing HYPERION_HOME/products/Essbase/aps/bin/essbase.properties. See the Oracle Hyperion Provider Services AdministrationGuide.
Manually Configuring the Essbase Server Environment (Windows) 205
206 Optional Manual Configuration for Essbase Products
CEssbase 32-Bit and 64-Bit
Compatibility
In This Appendix
Essbase 32-Bit and 64-Bit Client and Server Compatibility .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Essbase API Compatibility on 32-Bit and 64-Bit Platforms... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
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 Which Client CanConnect
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 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 207
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 OracleEssbase APIs:
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 Oracle Enterprise PerformanceManagement System clients and servers with Essbase Server, see “Essbase 32-Bit and 64-BitClient and Server Compatibility” on page 207.
208 Essbase 32-Bit and 64-Bit Compatibility
DJDBC URL Attributes
During configuration, on the Configure Database page, click Advanced to specify additionalJDBC parameters, which are used by Hyperion JDBC drivers to connect to the database.
The following table describes the format to use to enter the parameters:
Database Format
Oracle Database jdbc:hyperion:oracle://host:port;property1=value1;property2=value2;...propertyN=valueN
SQL Server jdbc:hyperion:sqlserver://host:port;property1=value1;property2=value2;...propertyN=valueN
DB2 jdbc:hyperion:db2://host:port;property1=value1;property2=value2;...propertyN=valueN
Use the following information about the parameters. For additional information about theparameters, see DataDirect Connect® for JDBC Help in HYPERION_HOME/common/JDBC/DataDirect/3.7/help/help.htm.
The following table describes additional information about the parameters:
Property Oracle Database SQL Server DB2
SERVICENAME1 Yes
SID2 Yes
LOADLIBRARYPATH Yes Yes Yes
MAXPOOLEDSTATEMENTS Yes Yes Yes
ALTERNATESERVERS Yes Yes Yes
CONNECTIONRETRYCOUNT Yes Yes Yes
CONNECTIONRETRYDELAY Yes Yes Yes
LOADBALANCING Yes Yes Yes
DYNAMICSECTIONS Yes
CREATEDEFAULTPACKAGE Yes
REPLACEPACKAGE Yes
209
Property Oracle Database SQL Server DB2
DATABASENAME3 Yes Yes
1You must provide either SERVICENAME or SID for Oracle Database.2You must provide either SERVICENAME or SID for Oracle Database.3Required for DB2 and SQL Server
To provide client-side failover and load-balancing for Oracle RAC, use the following attributes:
l AlternateServers
l ConnectionRetryCount
l LoadBalancing
For example, to configure Oracle RAC, enter the URL in the form of:jdbc:hyperion:oracle://hssrac-1-vip:
1521;ServiceName=hssrac;AlternateServers=hssrac-2-vip:1521.
210 JDBC URL Attributes
EDatabase Information for
Financial Management
In This Appendix
Database Connection Pooling ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Encrypting UDL Files .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
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 the configuration utilityis 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 211
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 the configuration utility.
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.
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 the configuration utility (default is 40).
l Application B is logged off (no users)
l Total connections: 83
l All users log off all applications
l Total connections: 0
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 Total connections: 66
212 Database Information for Financial Management
l Application A (server 2) is logged off (no users)
l Total connections: 33
l All users log off all applications
l Total connections: 0
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, Financial Management opens the application to verify security access, consumingthe default number of connections. After security is validated, the system deletes the application.
Encrypting UDL FilesDuring Financial Management configuration, EPM System Configurator creates anunencrypted UDL file by default. In the Advanced Database Options page, you can choosewhether to encrypt the file.
Financial Management provides a utility to encrypt the UDL file used by the application serverto communicate with the database if you chose not to encrypt it during configuration. Based onthe UDL file extension, Oracle Hyperion Financial Management detects whether the file isencrypted. If the file extension is .UDL, the system assumes that the file is not encrypted. If thefile extension is .HFMUDL, the system assumes that the file is encrypted.
To encrypt the UDL file, you can use the EncryptHFMUDL utility in theFinancialManagement/Server directory. The usage is EncryptHFMUDL MyUDL.UDLMyUDL.HFMUDL.
Note: You can encrypt the UDL file during configuration with Oracle Hyperion EnterprisePerformance Management System Configurator. See “Advanced Options for DatabaseConfiguration (Optional)” on page 79.
ä To encrypt the UDL file, at an MS-DOS command prompt, type EncryptHFMUDLMyUDL.UDL MyUDL.HFMUDL, where MyUDL.UDL is the location and name of youroriginal UDL file, and MyUDL.HFMUDL is the location for the encrypted UDL file.
Note: The encrypted UDL file extension must be .HFMUDL. After encrypting the file, you candelete the original unencrypted file.
ä To unencrypt a UDL file, at an MS-DOS command prompt, enter EncryptHFMUDLMyUDL.HFMUDL MyUDL.UDL /u, where MyUDL.HFMUDL is the location for theencrypted UDL file and MyUDL.UDL is the location and name for the unencrypted UDLfile.
Encrypting UDL Files 213
214 Database Information for Financial Management
FEnabling an X Virtual Frame
Buffer for Financial Reportingand Web Analysis
In This Appendix
Enabling Xvfb for AIX 5L ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Enabling Xvfb for Solaris 9 ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215
Enabling Xvfb for Solaris 10 ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Enabling Xvfb for Oracle Enterprise Linux/Red Hat Enterprise Linux ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Enabling Xvfb for HP-UX ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
Setting the DISPLAY Variable ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217
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:
1 Log on to the computer that will run the Reporting and Analysis Web application server components asthe root user.
2 Obtain and compile the X11R6 source distribution from:
Enabling Xvfb for AIX 5L 215
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 &
where :1 is the a display number not already in use.
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.
2 Determine whether Virtual Frame Buffer support is available on your computer by issuing the followingcommand:
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.
2 Determine whether Virtual Frame Buffer support is available on your computer by issuing the followingcommand:
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 &
where :1 is the a display number not already in use.
216 Enabling an X Virtual Frame Buffer for Financial Reporting and Web Analysis
Enabling Xvfb for HP-UX
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:
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 theReporting and Analysis Web application server components start scripts.
Note: Only the Financial Reporting and Web Analysis Oracle Hyperion Reporting and AnalysisWeb application server components require DISPLAY be set. The Oracle HyperionEnterprise Performance Management Workspace component does not require access toX11.
Tip: Display can be set for Oracle Hyperion Financial Reporting and Oracle Hyperion WebAnalysis by editing setCustomParamsFinancialReporting.sh andsetCustomParamsWebAnalysis.sh in HYPERION_HOME/deployments/AppServer/bin.
Enabling Xvfb for HP-UX 217
Note: If you are using Oracle Application Server on UNIX, in addition to using a script to setthe environment variables, you must specify the DISPLAY environment variable in theOracle Application Server Application Server Console, by setting the Server propertiesfor the OC4J instance.
218 Enabling an X Virtual Frame Buffer for Financial Reporting and Web Analysis
Index
AAdministration Services
application serverUNIX startup scripts, 120Windows service names, 120
environment variables on UNIX, 201environment variables on Windows, 204installation folders, 186postconfiguration tasks, 147starting, 120
ais.cfg file, 121application server deployment
Embedded Java Container, 86general information, 80Oracle Application Server, 82redeploying, 161time changes, 101WebLogic, 82WebSphere, 84
ARBORPATH, 93, 201assemblies, 19, 20, 21. See also installation assembliesauditing license compliance, 173automatic deployment, 81. See also application server
deployment
CCalculation Manager
installation folders, 180launching from EPM Workspace, 133starting, 126UNIX startup script, 126Windows Service Name, 126Windows startup script, 126
Capital Asset Planning, 77checklist
installing, 14client/server compatibility, Essbase, 207
clustering, 87common settings, 77configuration, 143. See also postconfiguration tasksconfiguration sequence
distributed environment, 69overview, 67single machine, 68SSL, 69
configuring, 87, 161. See also reconfiguringapplication server deployment, 80clusters for Planning, 95command line, 107common settings, 77database, 78, 79Embedded Java Container deployment, 86EPM Workspace, 88Essbase, 93Essbase multiple instances, 95FDM, 106Financial Management, 97logs, 109Oracle Application Server deployment, 82overview, 65Performance Management Architect, 91Planning, 95prerequisites, 66procedure, 72product options, 76Reporting and Analysis, 105sequence, 67Shared Services registration, 75silent, 107SSL, 77Strategic Finance, 106task selection, 74task summary, 69troubleshooting, 109WebLogic deployment, 82
A C D E F H I J L M N O P R S T U W X Z
Index 219
WebSphere deployment, 84connection pooling, 211corporate user directories, 113
DData Management
diagnostics, 141installation assemblies, 41
Data Relationship Managementdefault URLs, 132installation folders, 193postconfiguration tasks, 160repository passwords, 165starting, 130Windows service names, 130
database configuration, 78advanced options, 79Shared Services, 75
database connection pooling, 211databases for repositories
starting, 113DCOM, 98default URLs, 132deployment, 80
Embedded Java Container, 86Oracle Application Server, 82WebLogic, 82WebSphere, 84
deployment scenarios, 167diagnostics, 135
Data Management, 141Essbase, 138Financial Performance Management Applications,
139Foundation Services, 136Reporting and Analysis, 139
DISPLAY variable, 217distributed installation, 16documentation, 17downloading
documentation, 17installation files, 19
DSN, 104
EE-delivery, 19
eas_home, 204Embedded Java Container
deployment, 86encrypting
UDL files, 213environment variables
Administration Services on Windows, 204Administration Services on UNIX, 201Essbase Server on UNIX, 195Essbase Server on Windows, 201Essbase Studio, 204Integration Services on UNIX, 199Integration Services on Windows, 204Provider Services on UNIX, 201Provider Services on Windows, 204
EPM System productsoverview, 13
EPM Workspaceapplication server
UNIX startup script, 132Windows service names, 132
configuring, 88default URLs, 132installation folders, 178postconfiguration tasks, 145starting, 116
EPM Workspace Web serverUNIX startup script, 116Windows service names, 116
ERP Integratorinstallation folders, 192postconfiguration tasks, 159starting, 131Windows service names, 131
error logsconfiguration, 73diagnostics, 136installation, 57, 178troubleshooting, 109uninstalling, 170
ESS_CSS_JVM_OPTION, 197ESS_JVM_OPTION, 197Essbase
diagnostics, 138installation assemblies, 26postconfiguration tasks, 145
Essbase Server
A C D E F H I J L M N O P R S T U W X Z
220 Index
configuring, 93configuring multiple instances, 95environment variables on Windows, 201installation folders, 181installing multiple instances, 62legacy security, 94manually configuring on UNIX, 195manually configuring on Windows, 202multiple instances, 62starting, 119starting multiple instances, 95UNIX startup script, 119Windows service names, 119
Essbase Serverenvironment variables on Windows, 201installing multiple instances, 62manually configuring on Windows, 202
Essbase Serverconfiguring, 93configuring multiple instances, 95installation folders, 181legacy security, 94manually configuring on UNIX, 195starting, 119UNIX startup script, 119Windows service names, 119
Essbase Studioenvironment variables, 204installation folders, 183postconfiguration tasks, 148starting, 121UNIX startup scripts, 121Windows startup scripts, 121
essbase.cfg file, 93, 195, 201, 202ESSBASEPATH, 201ESSLANG , 94
Ffailover
Oracle RAC, 210FDM
configuring, 106default URLs, 132installation folders, 192postconfiguration tasks, 159repository passwords, 164starting, 131
Windows service names, 131Financial Management
configuring, 97database connection pooling, 211DCOM configuration, 98DSN configuration, 104installation folders, 189launching from EPM Workspace, 133postconfiguration tasks, 156starting, 127UDL file encryption, 213Windows service names, 127
Financial Performance Management Applicationsdiagnostics, 139installation assemblies, 36
Financial Reportingapplication server
UNIX startup script, 125Windows service names, 125
UNIX startup script, 122Windows service names, 122
Financial Reporting configurationHigh Availability driver, 154
Foundation Servicesdiagnostics, 136installation assemblies, 21
HHyperion home directory, 16, 52, 176hyperionenv.doc, 181, 195, 196
IIBM AIX
setting user limits on 64-bit platforms, 146installation assemblies, 19
Data Management, 41downloading, 19Essbase, 26Financial Performance Management Applications,
36Foundation Services, 21Reporting and Analysis, 33
installation checklist, 14installation documentation, 17installation files, preparing, 19installation folders
A C D E F H I J L M N O P R S T U W X Z
Index 221
Administration Services, 186Calculation Manager, 180Data Relationship Management , 193EPM Workspace, 178ERP Integrator , 192Essbase, 181Essbase Studio, 183FDM, 192Financial Management, 189Integration Services, 184Performance Management Architect, 179Performance Scorecard, 190Planning, 189Profitability and Cost Management, 192Provider Services, 187Reporting and Analysis, 188Shared Services, 175Smart Search Command Line Utility, 187Smart View, 181Strategic Finance, 191
installing, 62by component, 52, 54by tier, 52, 54cancelling, 57destination, 52distributed environment, 16location, 16logs, 57procedure, 49sequence, 47silent, 57, 58, 59Smart View, 60Spreadsheet Add-in, 61types, 52
instance. See clusteringIntegration Services
environment variables, 204environment variables on UNIX, 199installation folders, 184postconfiguration tasks, 146starting, 121UNIX startup script, 121Windows service names, 121
Interactive Reportingstarting and stopping services, 115
interface datasources, 91changing passwords, 164
JJDBC URL, 80JDBC URL attributes, 209JVMMODULELOCATION, 198, 202
Llegacy security, Essbase Server, 94license compliance, 173load balancing
Oracle RAC, 210logs
configuration, 73, 109diagnostics, 136installation, 57, 178uninstalling, 170
Mmaintenance release, 52manual deployment, 81. See also application server
deploymentMicrosoft SQL Server Windows Authentication, 79multiple instances of Essbase Server, 62
Nnew installation, 52
OOpenLDAP
UNIX startup script, 113Windows service name, 113
Oracle Application Serverdeployment, 82
Oracle Internet Directory, 113Oracle RAC, 79, 209
Ppasswords
changing, 163Performance Management Architect
application serverWindows service names, 124
configuring, 91Data Synchronizer application server
Windows service names, 125installation folders, 179
A C D E F H I J L M N O P R S T U W X Z
222 Index
interface datasource password, 164launching from EPM Workspace, 133postconfiguration tasks, 144starting, 117Web services
Windows service name, 118Windows service names, 117
Performance Scorecardapplication server
UNIX startup script, 128Windows service names, 128
default URLs, 132installation folders, 190launching from EPM Workspace, 133postconfiguration tasks, 159starting, 128
Performance Scorecard Alerterapplication server
UNIX startup script, 129Windows service names, 129
Planningapplication server
UNIX startup script, 126Windows service names, 126
applications password, 164clustering, 95, 96, 97configuring, 95installation folders, 189launching from EPM Workspace, 133postconfiguration tasks, 155starting, 126
ports, 165. See also SSL portreconfiguring, 165
postconfiguration tasks, 143Administration Services, 147Data Relationship Management , 160EPM Workspace, 145ERP Integrator , 159Essbase, 145Essbase Studio, 148FDM Adapters, 159Financial Management, 156general tasks, 143Integration Services, 146Performance Management Architect, 144Performance Scorecard, 159Planning, 155
Provider Services, 148Reporting and Analysis, 149Shared Services, 144Strategic Finance, 158
prerequisites, 19installation and configuration, 13
product options, 76Profitability and Cost Management
installation folders, 192launching from EPM Workspace, 133starting, 129UNIX startup scripts, 129Windows service name, 129Windows startup script, 129
Provider Servicesapplication server
UNIX startup script, 122Windows service names, 122
environment variables, 204environment variables on UNIX, 201installation folders, 187manually configuring on UNIX, 201manually configuring on Windows, 204postconfiguration tasks, 148starting, 122
RRAC, 79, 209reconfiguring, 161
passwords, 163ports, 165SSL, 161Web application server, 161
redeploying, 161registration, Shared Services, 75registry. See Shared Services Registryreinstalling, 52
procedure, 49Reporting and Analysis
configuring, 105diagnostics, 139installation assemblies, 33installation folders, 188launching from EPM Workspace, 133postconfiguration tasks, 149starting, 122
repository passwords, changing, 163
A C D E F H I J L M N O P R S T U W X Z
Index 223
response filessilent configuration, 107silent installation, 58, 59
Ssecurity
hardening, 143sequence
configuring, 67installing, 47
server/client compatibility, Essbase, 207service names. See Windows service namessetEssbaseEnv.cmd, 181, 202Shared Services
application serverUNIX startup script, 114Windows service names, 114
changing log file location, 197installation folders, 175OpenLDAP
UNIX startup script, 113Windows service name, 113
postconfiguration tasks, 144starting, 114
Shared Services Consoledefault URLs, 132
Shared Services Registry, 66, 75silent configuration, 107
response files, 107silent installation, 58, 59
response file, 57silent uninstallation, 171Smart Search Command Line Utility
installation folders, 187Smart View
installation folders, 181installing, 60
Spreadsheet Add-ininstalling, 61
SSL, 89. See also SSL portconfiguration sequence, 69configuring, 77enabling, 77enabling for Workspace Web Server, 89reconfiguring, 161
SSL portEmbedded Java Container, 86
WebLogic, 83WebSphere, 85
start script, 111start.bat file, 111startEssbase.cmd file, 95startEssbase.sh file, 195starting products
script, 111start order, 112
startup dependencies, 111stop script, 111stop.bat file, 111stopping products, 111Strategic Finance
configuring, 106installation folders, 191postconfiguration tasks, 158starting, 128Windows service names, 128
Strategic Finance for Banking, 77supported paths, 14
Ttask selection, configuration, 74troubleshooting, 109, 135
UUDL file, 80
encryption and unencryption, 213undeploying, 169uninstalling, 169
silent, 171UNIX startup scripts, 111
Administration Services application server, 120Calculation Manager, 126EPM Workspace Web server, 116EPM Workspace application server, 132Essbase Studio Server, 121Financial Reporting, 122Financial Reporting application server, 125Integration Services, 121Performance Scorecard Alerter application server,
129Performance Scorecard application server, 128Planning application server, 126Profitability and Cost Management, 129
A C D E F H I J L M N O P R S T U W X Z
224 Index
Provider Services application server, 122Essbase Server, 119Shared Services application server, 114Shared Services OpenLDAP, 113Web Analysis application server, 123
upgrading, 52procedure, 49
URLs, default, 132user limits
64–bit AIX, 146
WWeb Analysis
application serverUNIX startup script, 123Windows service names, 123
Web application serverclustering, 87redeploying, 161
WebLogicdeployment, 82single domain, 84
WebSpheredeployment, 84single profile, 85
Windows 2008, 62Windows service names, 111
Administration Services application server, 120,124
Calculation Manager, 126Data Relationship Management, 130EPM Workspace Web server, 116EPM Workspace application server, 132ERP Integrator, 131FDM, 131Financial Management, 127Financial Reporting, 122Financial Reporting application server, 125Integration Services, 121Performance Management Architect, 117Performance Management Architect Data
Synchronizer application server, 125Performance Management Architect Web services,
118Performance Scorecard application server, 128Performance Scorecard Alerter application server,
129
Planning application server, 126Profitability and Cost Management, 129Provider Services application server, 122Essbase Server, 119Shared Services application server, 114Shared Services OpenLDAP, 113Strategic Finance, 128Web Analysis application server, 123
Windows startup scriptsAdministration Services, 120Calculation Manager, 126EPM Workspace, 115, 116, 132Essbase Server, 119Essbase Studio Server, 121Integration Services, 121Profitability and Cost Management, 129Provider Services, 122Reporting and Analysis, 122Shared Services, 114
Workforce Planning, 77
XXvfb
for AIX 5L, 215for Enterprise Linux, 216for HP-UX, 217for Solaris 10, 216for Solaris 9, 215setting the display, 217
Zzip files, 20
downloading, 19
A C D E F H I J L M N O P R S T U W X Z
Index 225
A C D E F H I J L M N O P R S T U W X Z
226 Index
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