Anda di halaman 1dari 430

Oracle Hyperion Planning

Fusion Edition 11.1.2: Installation


and Configuration

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Student Guide

D63790GC11
Edition 1.1
October 2010
D69190

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Copyright 2010, Oracle and/or it affiliates. All rights reserved.

Author
Theresa Songco

Disclaimer

Technical Contributors
and Reviewers
Emilya Altman
Shankar Viswanathan
Dave Falasco
Ron Reiley
Aline Goetz

The information contained in this document is subject to change without notice. If you
find any problems in the document, please report them in writing to: Oracle University,
500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not
warranted to be error-free.
Restricted Rights Notice

Editor
Susan Moxley

If this documentation is delivered to the United States Government or anyone using


the documentation on behalf of the United States Government, the following notice is
applicable:

Graphic Designer
James Amitabh Hans
Publisher
Syed Imtiaz Ali

This document contains proprietary information and is protected by copyright and


other intellectual property laws. You may copy and print this document solely for your
own use in an Oracle training course. The document may not be modified or altered in
any way. Except where your use constitutes "fair use" under copyright law, you may
not use, share, download, upload, copy, print, display, perform, reproduce, publish,
license, post, transmit, or distribute this document in whole or in part without the
express authorization of Oracle.

U.S. GOVERNMENT RIGHTS


The U.S. Governments rights to use, modify, reproduce, release, perform, display, or
disclose these training materials are restricted by the terms of the applicable Oracle
license agreement and/or the applicable U.S. Government contract.
Trademark Notice
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names
may be trademarks of their respective owners.

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Table of Contents

Preface
Course Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
Course Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
Course Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Student Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Activity Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv
Additional Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Related Courses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv

Lesson 1: Introduction to Planning

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Oracles Enterprise Performance Management System . . . . . . . . . . . . . . . . . . . . . . . 1-2


Information Delivery Layer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
EPM and BI Applications Layer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
BI Foundation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Planning Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Planning Product Components Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Additional Products Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-7
Planning Architecture Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Planning Adapters Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13
Foundation Services Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16
Shared Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16
Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17
Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17
Smart View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17
Calculation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18
Essbase Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19
Administration Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Provider Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Essbase Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20
Reporting and Analysis Framework Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-22
Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-23
Web Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-24
Oracle Business Intelligence Suite Enterprise Edition . . . . . . . . . . . . . . . . . . . . . 1-24

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Table of Contents

Lesson 2: Preparing the Installation Environment


Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
EPM System Installation Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Installation Checklist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Preparing the Work Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Obtaining Third-Party Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Planning the Deployment Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
Example 1: Single Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
Example 2: Distributed Environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Example 3: Virtual Environment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-11
Classroom Architecture Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
Preparing the Security Infrastructure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14
User Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15
Security API . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-15
Configuring SSL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-16
Full Secure Socket Layer Deployment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-17
SSL Terminating at the Web Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19
SSL Off-Loading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-21
Two-Way SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-23
Preparing Web Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-25
General Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26
Supported Web Application Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-26
Preparing Web Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-27
Oracle HTTP Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28
Microsoft IIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28
Enabling Existing .NET 2.0 Framework (Windows 2003) . . . . . . . . . . . . . . . . . . 2-29
Preparing Web Browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-30
Preparing Server Disk Space and RAM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-32
Preparing Client Disk Space and RAM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-34
Default Ports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-36

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Lesson 3: Preparing the Software Requirements

Selecting a Supported Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Server Operating Systems. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Client Operating Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Selecting a Supported Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Supported Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Products Requiring a Relational Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Classroom Database Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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3-2
3-2
3-3
3-4
3-4
3-7
3-8

Planning 11.1.2: Installation and Configuration

Table of Contents

Accessing Oracle Software and Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10


Preparing the Required Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3-11
Release Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
EPM System Certification Matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
EPM System Software Dependencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14
Preparing Third-Party Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-17

Lesson 4: Installing Product Components


EPM System Installer Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Installation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Oracle HTTP Server Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Installing EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
Reviewing System Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6
Specifying the Middleware Home Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8
Middleware Home Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
EPM Oracle Home . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9
Installation Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10
Selecting an Installation Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10
Selecting the Products to Install. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12
Confirming Your Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14
Reviewing the Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15
Performing Silent Installations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Recording Response Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16
Modifying Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17
Executing Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18
Installing Foundation Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19
Shared Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20
Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21
Calculation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22
Installing Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23
Essbase Server and Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24
Administration Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24
Provider Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24
Essbase Studio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24
Installing Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25
Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25
Off-line Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26

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Planning 11.1.2: Installation and Configuration

Table of Contents

Installing Reporting and Analysis Framework . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Framework Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Financial Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Web Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reporting and Analysis Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Optional Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4-27
4-28
4-28
4-29
4-30
4-32
4-34

Lesson 5: Configuring Shared Services


EPM System Configurator Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Configuration Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Configuration Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Configuration Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-7
Configuring Products on a Single Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Configuring Products in a Distributed Environment . . . . . . . . . . . . . . . . . . . . . . . . 5-8
Configuring Products in an SSL-Enabled Environment . . . . . . . . . . . . . . . . . . . . . 5-8
Configuring Products in a Clustered Environment . . . . . . . . . . . . . . . . . . . . . . . . . 5-9
Performing Silent Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
Recording Response Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
Modifying Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15
Executing Response Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15
Running EPM System Configurator for Shared Services . . . . . . . . . . . . . . . . . . . . . 5-16
Configuring the Shared Services and Registry Database Connection . . . . . . . . . . . 5-17
Shared Services Registry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17
Specifying Database Connection Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18
Configuring EPM System Common Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20
Deploying to the Application Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22
Registering with Oracle Configuration Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-24
Setting the Shared Services Admin User Password . . . . . . . . . . . . . . . . . . . . . . . . . 5-26
Configuring the Foundation Services Web Server. . . . . . . . . . . . . . . . . . . . . . . . . . . 5-27
Configuring External User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-28
Native Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-29
External Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-29
Configuring MSAD or LDAP User Directories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-30
Configuring MSAD or LDAP Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-34
Configuring MSAD or LDAP Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-37
Provisioning Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-41
Available Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-42
Provisioning Sequence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-44

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Deprovisioning Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-45


Generating Provisioning Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-46
Creating Application Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-48

Lesson 6: Configuring Performance Management Architect and Calculation


Manager
Configuring Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Configuring the Performance Management Architect Database . . . . . . . . . . . . . . 6-3
Deploying Performance Management Architect to the Application Server . . . . . . 6-5
Creating an Interface Datasource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7
Configuring Calculation Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Configuring the Calculation Manager Database . . . . . . . . . . . . . . . . . . . . . . . . . 6-10
Deploying Calculation Manager to the Application Server. . . . . . . . . . . . . . . . . . 6-12

Lesson 7: Configuring Essbase


Configuring Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Configuring the Essbase Studio and Administration Services Database. . . . . . . . 7-4
Deploying Administration Services and Provider Services . . . . . . . . . . . . . . . . . . 7-6
Configuring the Essbase Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-8
Externalizing Users in Administration Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10
Adding Essbase Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12

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Configuring Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Enabling Separately Licensed Product Options. . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the Planning System Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Deploying Planning to the Application Server . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Managing Planning Clusters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

8-2
8-3
8-4
8-6
8-8

Lesson 9: Configuring Financial Reporting, Web Analysis, and Workspace


Configuring Financial Reporting and Web Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2
Configuring the Reporting and Analysis Database . . . . . . . . . . . . . . . . . . . . . . . . 9-4
Configuring Reporting and Analysis Framework Services. . . . . . . . . . . . . . . . . . . 9-6
Deploying Reporting and Analysis to the Application Server. . . . . . . . . . . . . . . . . 9-7
Configuring Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-9
Integrating Products with Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-10

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Lesson 10: Troubleshooting the EPM System Installation


Troubleshooting Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2
Reviewing Hardware and Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4
Checking Release Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6
Identifying Port Conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7
Starting and Stopping EPM Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-8
Running EPM System Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-9
Viewing and Analyzing Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10-11
Troubleshooting Product-Specific Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-13
Troubleshooting Shared Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-13
Troubleshooting Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-14
Troubleshooting Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-14
Troubleshooting Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-15
Troubleshooting Performance Management Architect. . . . . . . . . . . . . . . . . . . . 10-15
Contacting Oracle Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-17

Lesson 11: Accessing Planning in Workspace

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Verifying the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-2


Starting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-3
Logging On to Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-5
Creating and Deploying Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-6
Managing Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-8
Creating Applications in Performance Management Architect. . . . . . . . . . . . . . .11-10
Creating Applications in Classic Application Administration . . . . . . . . . . . . . . . .11-12
Creating Essbase Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-14
Provisioning Users and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-16
Provisioning for Shared Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-17
Provisioning for Performance Management Architect . . . . . . . . . . . . . . . . . . . . .11-18
Provisioning for Calculation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-19
Provisioning for Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-19
Provisioning Users for Planning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-20
Provisioning for Reporting and Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-22
Configuring Smart View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-24
Installing Smart View from Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-25
Accessing the Smart View Panel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-25
Types of Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-26
Connecting to Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-26

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Accessing Planning Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-27


Accessing Planning Applications in Workspace . . . . . . . . . . . . . . . . . . . . . . . . .11-28
Accessing Planning Applications in Smart View . . . . . . . . . . . . . . . . . . . . . . . . .11-30
Taking Forms Offline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11-31
Accessing Planning Outlines in Administration Services . . . . . . . . . . . . . . . . . . .11-33

Lesson 12: Verifying the Reporting Installation


Testing Financial Reporting Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-2
Importing Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-4
Managing Financial Reporting Database Connections . . . . . . . . . . . . . . . . . . . . 12-6
Exporting Reports to Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-7
Testing Web Analysis Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-8
Using POV Definitions in Workspace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-10
Managing Web Analysis Database Connections . . . . . . . . . . . . . . . . . . . . . . . . 12-10

Lesson 13: Moving Classic Applications to Performance Management


Architect

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Application Upgrade Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-2


Moving Classic Applications to Performance Management Architect . . . . . . . . . . . . 13-3
Step 1: Reviewing the Welcome Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-4
Step 2: Reviewing the Application Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-5
Step 3: Selecting Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-6
Step 4: Reviewing the Upgrade Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-7
Step 5: Viewing Job Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-8
Step 6: Viewing Application Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-9
Step 7: Accessing the Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13-10

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Lesson 14: Performing System Maintenance

Backup and Recovery Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .


Assumed Knowledge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Common Backup Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Backup Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Backing Up Databases and File Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Database Backup Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
File System Backup Types. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Recovery Sequence. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Backing Up Windows Registry Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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14-3
14-3
14-4
14-5
14-6
14-7
14-8

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Backing Up and Recovering EPM System Products . . . . . . . . . . . . . . . . . . . . . . . . . 14-9


Workspace and Shared Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-9
Essbase . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14-11
Performance Management Architect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-12
Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-13
Calculation Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-14
Smart View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-14
Managing EPM System Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-15
Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-16
Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-19

Lesson 15: Performing Migrations with Lifecycle Management


Lifecycle Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-2
Migrating on Connected and Disconnected Environments . . . . . . . . . . . . . . . . . 15-4
LCM Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-5
LCM Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-6
About Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-7
Planning Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-8
Performance Management Architect Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . 15-10
Essbase Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15-11
Calculation Manager Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-12
Foundation Services Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-13
Viewing and Searching for Artifacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-15
Application and Artifact Migration Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-17
Migration Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-18
Migration Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-19
Migrating Directly from One Application to Another . . . . . . . . . . . . . . . . . . . . . . 15-21
Migrating Applications to a File System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-23
Migrating Applications from the File System to a Destination Application . . . . . 15-25
Exporting and Importing Individual Artifacts for Editing . . . . . . . . . . . . . . . . . . . 15-27
Automating Migration Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-29
Running the Lifecycle Management Utility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-30
Accessing and Viewing Migration Status Reports . . . . . . . . . . . . . . . . . . . . . . . . . . 15-32
Viewing Audit Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15-33

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Appendix A: Integrating with Planning


Integration Options Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2
Outline Load Utility Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3
Oracle Data Integrator Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-7
Data Integration Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-10
Financial Data Quality Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . A-12
Enterprise Resource Planning Integrator Overview. . . . . . . . . . . . . . . . . . . . . . . A-13
Installing FDM and ERP Integrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-15
Configuring FDM and ERP Integrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-16
Configuring Web Server Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-17
Configuring the Task Manager and Application Server Components . . . . . . . . . A-19
Configuring Load Balance Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-21
Configuring Workbench . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-23
Working with FDM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-25
Creating FDM Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-26
Installing Standard Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-28
Copying Standard Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-30
Installing the Essbase Adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-32
Connecting to Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-34
Working with ERP Integrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-36
Creating the ERP Integrator Master Repository . . . . . . . . . . . . . . . . . . . . . . . . . A-37
Creating Logical Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-38
Creating Data Servers and Physical Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . A-39
Creating Contexts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-40
Configuring the ERP Integrator Work Repository . . . . . . . . . . . . . . . . . . . . . . . . A-41
Creating a Physical Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-41
Importing Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-42
Accessing ERP Integrator in Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-43
Registering an ERP Integrator Source System . . . . . . . . . . . . . . . . . . . . . . . . . . A-44

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Appendix B: Working with the Performance Management Architect File


Generator
Performance Management Architect File Generator Overview . . . . . . . . . . . . . . . . . .
Creating an Import File from Planning Applications. . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating an Import File from Performance Management Architect Applications . . . . .
Creating an Import File from Microsoft Excel Files . . . . . . . . . . . . . . . . . . . . . . . . . . .

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B-4
B-6
B-8

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Table of Contents

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xii

Planning 11.1.2: Installation and Configuration

Preface

Welcome to Oracle Hyperion Planning Fusion Edition 11.1.2: Installation


and Configuration.
Before you begin, please take a moment to review this section. The
preface presents an overview of the following information:
Course objectives
Structure of the course
Course materials used in the class
Conventions used in the book

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Additional resources to enhance your learning

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Relevant follow-up courses that you might want to attend

Course Objectives
After completing this course, you should be able to:

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Identify the Planning installation requirements


Install and configure Planning

Course Structure

Oracle Hyperion Planning Fusion Edition 11.1.2: Installation and


Configuration is a 3-day, instructor-led training course consisting of
lectures, demonstrations, and hands-on exercises. In this course, the
instructor presents a topic, and guides you through the exercises.
Demonstrations and hands-on exercises reinforce the concepts and skills
introduced during lectures.

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Preface

Course Materials
You use two books in classthe student guide and the activity guide. The instructor may
also give you handouts.

Student Guide
The student guide contains lessons. Each lesson begins with a list of objectives followed
by the presentation of slides and accompanying text. The lesson ends with a summary of
the topics covered in the lesson.
The student guide contains appendices of material related to the course.

Activity Guide
The activity guide has two sectionsexercises and exercise solutions.
ExercisesA critical part of the learning process is the challenge of completing real
tasks associated with each lesson. Each exercise is an opportunity to apply your
knowledge.
Exercise SolutionsThe exercise solutions present the detailed steps to complete
the exercises.

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Conventions
The following text conventions are used in this course book:

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Text to be entered, options to be selected, names of files and modules, and menu
selections are displayed in bold type. Examples:

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- Select Clear Profile.

- Click YES to clear the profile.

When available, figures are used to identify an object or task. Example:


Click Edit

Keyboard shortcuts are displayed as follows: Click OK or press Alt+O.


Alerts are used to direct your attention to different types of information.

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NOTE: A note provides related information, common mistakes, or cautions


about the current topic.

Planning 11.1.2: Installation and Configuration

Preface

TIP: A tip provides information that helps you work more efficiently.

Additional Resources
Use the following resources to enhance your learning:
Product documentation on the Oracle Technology Network:
http://www.oracle.com/technology/documentation/epm.html
Oracle Learning Library: http://apex.oracle.com/pls/apex/f?p=OTNCR:1:0
Oracle provides the following user assistance with Enterprise Performance Management
products:
Context-sensitive helpClick Help for context-sensitive help.
Help menuFrom the Help menu in the software, access screen-level help, general
product help, technical support, EPM documentation, oracle.com, and optionally
Oracle User Productivity Kit.

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My Oracle SupportAccess release-specific Readme files.

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E-DeliveryAccess release-specific installation documentation before downloading


software.

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Oracle Technology NetworkExplore product documentation, get started with


Java, PHP, Linux, and other industry-standard technologies, download free software,
and read technical articles and notes authored by OTN members. You can also join
discussion forums to request advice from Oracle engineers and other OTN
members; listen to podcast interviews with Oracle engineers, customers, and
partners; bookmark Technology and Developer Centers devoted to your area of
interest; and subscribe to Developer e-mail newsletters.

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OTN Documentation LibraryDownload documentation for all Enterprise


Performance Management products, including reference information and PDF and
HTML versions of each deliverable.

Related Courses

The following courses are available:

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Oracle Essbase 11.1.2 Bootcamp

Planning 11.1.2: Installation and Configuration

xv

Preface

NOTE: Course names and learner paths may change. Visit


www.oracle.com/education for the latest information.

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xvi

Planning 11.1.2: Installation and Configuration

L E S S O N

Introduction to Planning

Objectives
At the end of this lesson, you should be able to:
Describe Oracle's Enterprise Performance Management System
Describe Planning
Describe Foundation Services
Describe Essbase

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Describe Reporting and Analysis

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Lesson 1

Introduction to Planning

Oracles Enterprise Performance


Management System
Information
Delivery

EPM and BI
Applications

BI
Foundation

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Oracles Enterprise Performance Management System

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Oracles Enterprise Performance Management System (EPM System) is a complete,


open, and integrated system that supports a broad range of analytic requirements. It
includes three layers of capabilitiesinformation delivery, EPM and business intelligence
(BI) applications, and a common BI foundation.

Information Delivery Layer

This layer provides a complete set of information delivery and access capabilities, which
are designed to address the needs of different types of users in an organization. These
capabilities include interactive dashboards for executives and managers, ad hoc analysis
tools for power users, Microsoft Office interfaces for finance users, and pixel-perfect
reports and mobile support for casual users.

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Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

EPM and BI Applications Layer


This layer includes an integrated suite of market-leading performance management
applications that are based on the Hyperion product suite. The applications address key
strategic and financial performance management processes, including strategy
management, planning and forecasting, financial close and reporting, and profitability
management.
This layer also includes integrated BI applications that can help users analyze data from
enterprise resource planning (ERP) and customer relationship management (CRM)
applications, as well as support industry-specific requirements.

BI Foundation
The EPM and BI applications are integrated on a BI foundation that includes the
following:
Common enterprise information model
Powerful, forward-looking analytics with Oracle Essbase
Ability to integrate data from Oracle and nonOracle databases and transactional
systems

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Enterprise dimension management application, which provides a single point of


management for dimensions and hierarchies across EPM, BI, data warehouse, and
other applications

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Predictive analytics engine, which integrates BI with business processes

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The BI foundation also leverages key technologies from Oracle Fusion Middleware, such
as data integration, identity management, and process management.

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Planning 11.1.2: Installation and Configuration

1-3

Lesson 1

Introduction to Planning

Planning Overview
Planning has the following features:
Multidimensional data structure

Target setting and bottom-up planning


Iterative planning cycles
Modeling with complex business rules and
allocations
Accessible on the Web or Smart View
Management of the planning cycle
Currency conversion for multicurrency
applications
Metadata and data integration with other
systems
Copy right 2010, Orac le and/or its affiliates. All rights reserved.

Planning Overview

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Planning is an Excel and Web-based budgeting and planning solution that drives
collaborative, event-based, operational planning processes through the organization for
a wide range of financial and operational needs. Planners have the flexibility to adapt
rapidly to changes in direction, ensuring that plans are always current, relevant, and
functional. Decision makers and managers can communicate the course of action and
collaborate with budget holders to optimize the planning process.
Planning provides ease of use and deployment through the Web or Oracle Hyperion
Smart View for Office, Fusion Edition.
Powered by Essbase, Planning uses a multidimensional data structure for flexible data
collection and analysis. With Planning, you can integrate metadata and data with other
external systems.

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Planning also supports driver-based plans that are based on global assumptions, such
as interest rates and head count.

1-4

Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

Planning Product Components Overview

Foundation Services
Performance Management Architect

Calculation Manager
Smart View
Workspace

Planning Offline Planning


Essbase
Reporting and Analysis

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Copy right 2010, Orac le and/or its affiliates. All rights reserved.

Planning Product Components Overview

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Your organization can access deployed Planning applications through the Web client. To
extend the power and flexibility of Planning, you use it with other Hyperion products. The
following product components are delivered with Planning:
Oracle Hyperion Enterprise Performance Management System Installer
Oracle Hyperion Foundation Services

Oracle Hyperion Enterprise Performance Management Architect, Fusion Edition


Oracle Hyperion Calculation Manager

Oracle Hyperion Smart View, Fusion Edition

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Oracle Enterprise Performance Management Workspace, Fusion Edition

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Oracle Hyperion Planning, Fusion Edition and Offline Planning


Oracle Essbase and Oracle Essbase Clients

Planning 11.1.2: Installation and Configuration

1-5

Lesson 1

Introduction to Planning

Hyperion Reporting and Analysis Framework


Oracle Hyperion Financial Reporting, Fusion Edition
Hyperion Web Analysis

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1-6

Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

Additional Products Overview

Workforce Planning
Capital Asset Planning

Public Sector Budgeting


Strategic Finance
Financial Management

Financial Data Quality Management

Enterprise Performance Management Solutions


D as hboarding and Sc orecarding
Modeling

Planning, Budgeting, and Forecasting

Copy right 2010, Orac le and/or its affiliates. All rights reserved.

Additional Products Overview

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Cons olidating and Reporting

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Several complementary Hyperion products are integrated with Planning, completing the
Enterprise Performance Management solutions.
Oracle Hyperion Workforce Planning, Fusion EditionHandle workforce,
salary, and compensation planning
Oracle Hyperion Capital Asset Planning, Fusion EditionPlan for new asset
purchases and existing asset actions
Oracle Hyperion Public Sector Planning and Budgeting, Fusion Edition
Prepare and maintain a comprehensive budget that includes position budgeting for
personnel services, general operating, and capital budget components

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Oracle Hyperion Strategic Finance, Fusion EditionTest financial models,


create contingency plans, and form alternative strategies

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Planning 11.1.2: Installation and Configuration

1-7

Lesson 1

Introduction to Planning

Oracle Hyperion Financial Management, Fusion EditionConsolidate results,


reduce the cost of regulatory reporting, and gain important insights into performance
Hyperion Web AnalysisTransform data into insightful information through easyto-use, highly graphical displays and robust analytics
Oracle Hyperion Financial Data Quality Management, Fusion Edition
Integrate and validate Planning with financial data from external source systems

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1-8

Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

Planning Architecture Overview


Client

Server

Java application server

Web server

Services

Data

RDBMS

External Services

ODI/ERPI

Essbase cube

Legacy, ERP Systems

Copy right 2010, Orac le and/or its affiliates. All rights reserved.

Planning Architecture Overview

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Planning is a multitier application that combines the advantages of Essbase (a


multidimensional database) and a relational database to optimize performance and
maintenance.
Client Tier
The client tier contains Workspace, Smart View, Administration Services Console,
Essbase Studio, Web Analysis Studio, and Financial Reporting Studio. You access
Planning applications, Performance Management Architect applications, and reports
through Workspace.
Planning administrators and users enter data, perform process management, manage
users and security, launch business rules, copy versions, develop data forms, and
perform other administrative tasks on the client tier.

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Planning 11.1.2: Installation and Configuration

1-9

Lesson 1

Introduction to Planning

Server Tier
The server application tier consists primarily of the following:
Java application and Web servers:
- Shared Services
- Performance Management Architect
- Calculation Manager
- Administration Services
- Provider Services
- Workspace
- Financial Reporting
- Web Analysis
- Planning

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NOTE: The Web server can be on a separate machine or on the same machine as
the Planning application server. The Web server enables you to access
Planning applications from a Web client through a Web browser. The Web
server uses Hypertext Transfer Protocol (HTTP) as the communications
protocol.

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Services

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- Shared Services

- Performance Management Architect


- Calculation Manager
- Workspace
- Essbase

- Essbase Studio

- Financial Reporting

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Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

Data Tier
The data tier consists of relational database management systems (RDBMS) and
Essbase. The following products require a repository database:
Shared Services
Performance Management Architect
Calculation Manager
Reporting and Analysis Framework
Essbase Administration Services
Planning
Planning requires a system database and a database for each deployed application. The
Planning application database is used primarily to store the applications definition. In
addition, the following information is stored in the RDBMS:
Application framework*
Dimensions, dimension members, and properties*

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Exchange rates*

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Member access (security filters)*


Data form design definitions
Planning units
Annotations (planning unit, account, and cell text)

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Supporting details

Workflow and task lists


Audit tracking and logs
Business rules
Allocations

Copy versions

Specialized modules

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NOTE: Items with an asterisk (*) are updated to the Essbase databases during
application refreshes.

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Planning 11.1.2: Installation and Configuration

1-11

Lesson 1

Introduction to Planning

The Essbase database stores the following information:


Security
Planning data and metadata
Calculation scripts

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Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

Planning Adapters Overview

Oracle Data Integrator


Financial Data Quality Management

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Planning Adapters Overview

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You can connect and integrate Planning with any database through the Oracle Data
Integrator (ODI) Adapter for Planning or the Financial Data Quality Management (FDM)
Adapter for Planning.
Adapters are predefined software components that communicate with various source
and target applications. Each adapter is programmed to integrate with a specific source
or target system.
Oracle Data Integrator
After installing ODI, you can perform the following tasks to integrate Planning with an
external data source:

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Defining data serversYou define data servers for connecting to a Planning server in
the Topology Manager. When defining data server connections, you specify a
connection name, the technology used, the server host and port address, user name,
and password.

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Planning 11.1.2: Installation and Configuration

1-13

Lesson 1

Introduction to Planning

Defining physical and logical schemasYou can define physical schemas


corresponding to a Planning application and logical schemas on which models are
based for each defined data server. After defining physical and logical schemas, you
create a context to link the two schemas.
Reverse-engineering Planning applicationsYou reverse-engineer Planning
applications through the Reverse-engineering Knowledge Module (RKM) to create
an Oracle Data Integrator model that includes a data store for each dimension in the
application. The RKM connects to the application, determined by the logical schema
and context, and imports a data store for each dimension in the application and a
data store called UDA for UDA loading.
Creating interfaces for data storesYou can use the imported data stores as
interface targets for loading data and metadata into a Planning application.
Chaining interfaces into packagesYou can chain interfaces into packages to
consolidate a set of processes that you need to run.
Loading data and metadataPlanning applications are structured with dimensions
and dimension members. Before you can load data values for members, you must
first load metadata. You can load members only to dimensions that exist in Planning.
You must use a separate interface for each dimension that you load. After loading
dimension members, you must refresh the Essbase database to reflect your
changes. After updating the Essbase database, you can run interfaces to load data
into Planning.

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The Oracle Data Integrator uses the following interfaces to perform tasks:
Topology Managerenables you to define server connections.

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Designerenables you to define data stores, and load data and metadata into data
stores.
Financial Data Quality Management
Financial Data Quality Management (FDM) is a Web-based solution that helps finance
users to develop standardized financial data management processes. Its data
preparation server can ease integration and validation of financial data from any source
system. To further reduce data integration costs and data mapping complexities, FDM
includes EPM System adapters for a variety of source and target systems.

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Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

You can use FDM to feed source-level financial data into Planning. Refer to Appendix B:
Installing and Configuring Financial Data Quality Management for more information on:
Running the installation
Configuring FDM components
Creating applications
Installing the Planning adapter
Connecting to Planning applications

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Lesson 1

Introduction to Planning

Foundation Services Overview

Shared Services

Performance Management
Architect

Workspace

Calculation Manager

Smart View

Copy right 2010, Orac le and/or its affiliates. All rights reserved.

Foundation Services Overview

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Foundation Services is a modular suite of integrated applications that support a common


workspace and a common security and metadata management, enabling a single point
of maintenance for efficient management and ownership services. The suite provides a
consistent source of information and change control across the enterprise through
centralized application and application group management, user and group provisioning,
and data integration tools.

Shared Services

Shared Services integrates Hyperion products to provide user provisioning, life cycle
management, and task flow management. It also provides the Shared Services Registry,
a central repository that simplifies product configuration by storing and reusing
information for most installed Hyperion products.

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Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

Performance Management Architect


Performance Management Architect is a feature set in Planning that enables you to
manage, create, and deploy Hyperion applications within one interface.
Using the Data Synchronization feature in Performance Management Architect, you can
create data movement synchronizations between Hyperion applications, data mappings
for reuse, and flat file and staging area mappings to import data into Hyperion
applications.

Workspace
Workspace is the Web-based common user interface for Hyperion products. It enables
users to work with Hyperion-authored content that is created with Reporting and Analysis
and with third-party documents such as Microsoft Word and Excel files. You access
Planning through Workspace.
Workspace has the following key features:
Dynamic HTML (DHTML), zero footprint client
File system paradigm to access content

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Interface for common Reporting and Analysis administration task

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Access point for Performance Scorecard

Support for Reporting and Analysis authoring studios and third-party documents

Smart View

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You can use Smart View to enter and analyze data in Microsoft Office. Smart View
provides integration with Microsoft Office, not only for Planning but also for Financial
Management, Essbase, Web Analysis, Financial Reporting, Interactive Reporting, and
SQR Production Reporting. Tasks that previously were repeated across products are
now performed only once.
Tight integration with Smart View enables you to perform the following tasks:
Import content into Microsoft Excel, Word, PowerPoint, and Outlook
Use Office smart tags to add single data values and import reports
Distribute and share Office documents by logging on only once to the data source

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Expose functions for Financial Management and Essbase Analytics content in Word,
PowerPoint, and Outlook

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Planning 11.1.2: Installation and Configuration

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Lesson 1

Introduction to Planning

Calculation Manager
Calculation Manager is a calculation engine of Performance Management Architect that
enables you to create, validate, and launch complex calculations that you can use in your
Planning application. It provides a graphical interface for ease of use.
Here are the types of objects that can be calculated in Calculation Manager:
Rules containing different calculations that are grouped in components
Rule sets containing rules that can be calculated simultaneously or sequentially
Components containing formulas, scripts, conditions, ranges, and loops

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Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

Essbase Overview

Essbase server
Essbase client

Administration Services
Provider Services
Essbase Studio

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Copy right 2010, Orac le and/or its affiliates. All rights reserved.

Essbase Overview

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Essbase is a multithreaded online analytical processing (OLAP) database software using


symmetric multiprocessing hardware platforms. It is based on a Web-deployable, thinclient architecture.
Components of Essbase:

Essbase server acts as a shared resource, handling all data storage, caching,
calculations, and data security.
The following Essbase client components enable you to connect to the Essbase
server and perform administrative and analytic tasks on server objects.
- Spreadsheet Add-in is a software program that merges seamlessly with Microsoft
Excel. By using Spreadsheet Add-in, you can access Essbase data and perform
ad hoc reporting on analytic databases.

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Planning 11.1.2: Installation and Configuration

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Lesson 1

Introduction to Planning

- MaxL DDL is a multidimensional database definition language for Essbase. You


make requests to Essbase by using English-like statements rather than
commands.
- Data Mining, an optional product component of Essbase, shows you hidden
relationships and patterns in your data. You can plug in various data mining
algorithms, build models, and apply them to Essbase applications and databases.
Planning uses Essbase to store dimension hierarchies and consolidate data.

Administration Services
Administration Services is the robust, cross-platform framework for managing and
maintaining Essbase. It provides a single point of access for viewing, managing, and
maintaining Essbase servers and Administration servers.
Components of Administration Services:
Administration Services server provides access to Essbase through Essbase
Administration Services Console.
Essbase Administration Services Console provides wizards, editors, dynamic menus
and other tools to help you implement, monitor, and maintain Essbase solutions.

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After deploying a Planning application, you can review the resulting Essbase application
in Essbase Administration Services Console.

Provider Services

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Provider Services is a middle-tier data source provider to Essbase for Java API, Smart
View, and XMLA clients. Provider Services supports highly concurrent analytical
scenarios and provides scalability and reliability in a distributed Web-enabled enterprise
environment.

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Essbase Studio

Essbase Studio simplifies cube construction by delivering a single environment for


performing tasks related to data modeling, cube designing, and analytic application
construction. With a wizard-driven user interface, Essbase Studio supports modeling of
the various data source types from which Essbase applications are typically built.
With a wizard-driven user interface, Essbase Studio supports modeling various data
source types from which Essbase applications are typically built, making it a single point
from which all cube-related data modeling can be performed.

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Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

A common metadata repository captures all metadata related to all Essbase applications
allowing the reuse of metadata at the lowest level of granularity. The repository gives
contains the common metadata shared across the various applications enterprise-wide.
Essbase Studio supports lineage tracking through a rich graphical view of the metadata
relationships, allowing users to follow application lineages to their metadata components
and data sources.

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Planning 11.1.2: Installation and Configuration

1-21

Lesson 1

Introduction to Planning

Reporting and Analysis Framework Overview

Financial Reporting

Web Analysis

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Copy right 2010, Orac le and/or its affiliates. All rights reserved.

Reporting and Analysis Framework Overview

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Planning leverages Foundation Services and Reporting and Analysis modules to


integrate data from multiple sources; and provide dashboards, reporting, and analysis.
You access Reporting and Analysis through Web clients and Windows clients. Web
clients are built on J2EE technology and consist of the following Web applications:
Workspace Web applicationThis application is the container for Web
applications.
Shared Services Web applicationThis application is a foundation for Hyperion
products. You can access Shared Services through its own Web interface.

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1-22

Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

Windows clients consist of the following applications:


Authoring studiosEach reporting tool provides a Windows application for
developing specialized reports.
Administration Services ConsoleEssbase provides management and data
analysis engines for its multidimensional database. You can access Essbase through
Administration Services and the Administration Services Console.
The following table lists Reporting and Analysis modules and their features:
Module

Features

Financial Reporting

Specialized financial reporting module with predefined formatting


and built-in financial intelligence that enables users to quickly
assemble and publish report books for management control and
regulatory fillings

Web Analysis

Front-end analysis tool that enables users to explore business


data for growth and profit opportunities, uncover emerging
problems, and test solutions before using them

Essbase

Essbase Analytics: Enterprise analytic infrastructure for financial


analysis, spending analysis, customer behavior analysis, product
profitability, or workforce analysis

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Aggregate Storage Mode: Real-time analytical engine with data


scalability to support enterprise analysis

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Interactive Reporting

Query and reporting tool with Web-enabled dashboard interface


and ability to secure content based on different users

SQR Production Reporting

Reporting tool that generates and manages large-volume


reports, and allows users to distribute reports to diverse
audiences over the Web

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In this class, you install Financial Reporting and Web Analysis.

Financial Reporting

Oracle Hyperion products support multiple types of reporting and analysis through a
personalized, intuitive, and interactive thin-client workspace.
With Financial Reporting, you can graphically design and present analytic data. You can
design traditional financial report formats, such as cash management reports, profit and
loss statements, and balance sheets. You can also design nontraditional formats for
financial or analytic data that includes text and graphics.

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Planning 11.1.2: Installation and Configuration

1-23

Lesson 1

Introduction to Planning

The following are key features of Financial Reporting:


Flexible range of output options
Scalable, cross-platform, server-based report generation
Graphical, object-based, report creation with simultaneous access to multiple
Hyperion data sources
Objects that are reusable across multiple reports
Book creation for similar reports
Dynamic scheduling that enables automated reporting

Web Analysis
Web Analysis provides a Web interface for advanced report design. The interface offers
drag-and-drop tools to create personalized reports for a broad range of analytic
applications, such as sales analysis, product profitability, key performance management,
and dashboards. Web Analysis interacts with data stores from Essbase, Financial
Management, Planning, and relational databases.

Oracle Business Intelligence Suite Enterprise Edition

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Oracle Business Intelligence Suite Enterprise Edition Plus (Oracle BI EE Plus) is a


comprehensive suite of enterprise BI products that delivers a full range of analysis and
reporting capabilities. Featuring a unified, highly scalable, modern architecture, Oracle BI
EE Plus provides intelligence and analytics from data spanning enterprise sources and
applicationsempowering the largest communities with complete and relevant insight.

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Oracle BI EE Plus bundles key Oracle Hyperion reporting products for integrated
reporting with Oracle Hyperion financial applications.

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1-24

Planning 11.1.2: Installation and Configuration

Lesson 1

Introduction to Planning

Summary
In this lesson, you should have learned to:
Describe Oracle's Enterprise Performance Management System
Describe Planning
Describe Foundation Services
Describe Essbase
Describe Reporting and Analysis

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Planning 11.1.2: Installation and Configuration

1-25

Lesson 1

Introduction to Planning

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1-26

Planning 11.1.2: Installation and Configuration

L E S S O N

Preparing the Installation Environment

Objectives
At the end of this lesson, you should be able to:
List the items required for the installation environment
Compare installation architecture options
Identify the supported user directories
Describe the supported SSL configurations

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Identify the supported Web application servers


Identify the supported Web servers

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Name the supported Web browsers

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Identify the server disk space and RAM requirements


Identify the client disk space and RAM requirements

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List the default ports used by the EPM System software

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Lesson 2

Preparing the Installation Environment

Installation Overview
An EPM System installation typically follows this workflow:
1. Plan the installation and perform the prerequisite tasks.
2. Ensure that the installation environment meets the system
requirements.
3. Prepare the installation files.
4. Install EPM System products.
5. Configure EPM System products.
6. Confirm that EPM System services are started.
7. Validate the installation using Oracle's Hyperion Enterprise
Performance Management System Diagnostics.
8. Perform required post-configuration tasks for the products
that you installed.
9. Enable external authentication and provision users.
Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Installation Overview

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Oracle Hyperion Enterprise Performance Management System Installer, Fusion Edition


installs components on three tiers:
Client tier
Services tier

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 a data
tier.

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2-2

Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

EPM System Installation Workflow


An EPM System Installation typically follows the workflow described in the guides noted
in the following table:
Task

Reference

Plan the installation and perform


prerequisite tasks.

Installation Planning Checklist in Oracle


Hyperion Enterprise Performance Management
System Installation Start Here

Meet the system requirements

Oracle Hyperion Enterprise Performance


Management System Certification Matrix
(http://www.oracle.com/technology/products/bi/
hyperion-supported-platforms.html)

Prepare the installation files

Chapter 2, Preparing for Installation, in Oracle


Hyperion Enterprise Performance Management
System Installation Release 11.1.2 Installation
and Configuration Guide

Install EPM System products

Chapter 3, Installing EPM System Products, in


Oracle Hyperion Enterprise Performance
Management System Installation Release
11.1.2 Installation and Configuration Guide

Configure EPM System products

Chapter 4, Configuring EPM System Products,


in Oracle Hyperion Enterprise Performance
Management System Installation Release
11.1.2 Installation and Configuration Guide

Confirm that EPM System services


are started

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Chapter 6, Starting and Stopping EPM System


Products, in Oracle Hyperion Enterprise
Performance Management System Installation
Release 11.1.2 Installation and Configuration
Guide

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Validate the installation using


Oracles Hyperion Enterprise
Performance Management System
Diagnostics

Chapter 7, Validating the Installation, in Oracle


Hyperion Enterprise Performance Management
System Installation Release 11.1.2 Installation
and Configuration Guide

Perform any required postconfiguration tasks

Chapter 8, Performing Post-configuration


Tasks, in Oracle Hyperion Enterprise
Performance Management System Installation
Release 11.1.2 Installation and Configuration
Guide

Enable external authentication and


proivision users

Oracle Hyperion Enterprise Performance


Management System User and Role Security
Guide

(Optional) Complete your SSL


implementation

Oracle Hyperion Enterprise Performance


Management System User and Role Security
Guide

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Planning 11.1.2: Installation and Configuration

2-3

Lesson 2

Preparing the Installation Environment

Installation Checklist

Preparing the work area


Obtaining third-party licenses

Preparing software
Gathering required documentation
Preparing the hardware

Preparing databases
Preparing the security infrastructure
Setting up Web application servers and Web servers

Resolving ports
Preparing for product configuration

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Installation Checklist

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Use the Installation checklist to prepare for installing Hyperion products. To ensure a
smoother, faster installation, Oracle recommends that you review the checklist at least
one week prior to installation. If your company is working with a consultant, Oracle
recommends reviewing the checklist several weeks prior to installation.
Refer to Chapter 3, Installation Planning Checklist in the Oracle Hyperion Enterprise
Performance System Installation Start Here Guide.
The succeeding topics and lesson discuss sections of the Installation Checklist.

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2-4

Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

Preparing the Work Area

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Preparing the Work Area

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Complete the following tasks to prepare the work area before the installation consultants
arrive:
Ensure that the work area has a direct connection to the internet outside the
corporate firewall
Verify that the workstation can connect to Oracles E-Delivery site
Obtain license keys for third-party products, such as Java application servers.

Obtaining Third-Party Licenses

The following third-party products may require license keys or license files. Requesting
and receiving a license key can take several days:

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Operating systems
Database repositories

Planning 11.1.2: Installation and Configuration

2-5

Lesson 2

Preparing the Installation Environment

Java application servers


Web servers
Microsoft Office
Adobe Acrobat Distiller
For Java application servers, consider which type of license works best for your
organization. For example, a license for a lower level of functionality might meet your
needs.

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2-6

Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

Planning the Deployment Architecture

Oracle Hyperion Planning and


product components

Data sources

Third-party software

Web application
and Web servers

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Planning the Deployment Architecture

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You can configure Planning in various architecture designs. Server specifications


depend on factors such as number of users, business process, size, design, and
complexity of your Planning applications.
You should analyze factors relevant to your environment as you plan your deployment.
Oracle highly recommends a distributed configuration.

Example 1: Single Installation

A single-server configuration, which combines the server and data tier on one machine,
is recommended for a development environment or for customers who are implementing
a very limited number of users.

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All EPM System products can be installed on a single server. However, you must install
and configure a relational database management system (RDBMS) before configuring
EPM System products.

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Oracle highly recommends installing the RDBMS on a separate machine.


Planning 11.1.2: Installation and Configuration

2-7

Lesson 2

Preparing the Installation Environment

Example 2: Distributed Environment

Dom ain Manager

Plann ing

Clien t So ftware
(including

User Director y

Offline Planning)

Fou ndation Services

Web Bro wser

Datab ase Ser ver

Repo rting an d Analysis

Essbase

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Example 2: Distributed Environment

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You can install the EPM System products for Planning on a distributed environment. The
slide illustrates the following sample installation distribution:
1. Server 1Domain Manager, User Directory, Foundation Services (Shared Services,
Workspace, Performance Management Architect, Calculation Manager)
2. Server 2Database Server (RDBMS)
3. Server 3Essbase server
4. Server 4Planning

5. Server 5Reporting and Analysis

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6. Client (including the Web browser and Offline Planning)

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2-8

Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

If necessary, you can combine or add more servers, and the numbers depend on the
following factors:
Application sizes
Number of users
Frequency of concurrent use by multiple users
Your organization high availability requirements
Your organization's security requirements
EPM System Installer simplifies the task of installing components in a distributed
computing environment. You can install, configure, and validate any components you
want on any computer. After installing, configuring, and validating the components on
one machine, you can repeat the process on another machine.
You can deploy Planning applications to multiple servers. Here are benefits of mulitpleserver deployment:
Increased support for applications that have a large user load

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Failover capabilities for any system, regardless of size


Note the following information about installation in a distributed environment:

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You install Shared Services on only one machine in the deployment.

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Although you can install products in any order, you must follow a configuring
sequence on a distributed environment. You must configure Shared Services first for
other products to be configured successfully.

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EPM Oracle home must be the same on each machine. For example, if the path is
/Oracle/Middleware on the first configured machine, the path must be the same on
all machines in the deployment.
If you are using WebLogic:

- On the machine on which you install the WebLogic Server, you must install (but not
configure) all Web applications for all applications you plan to deploy on any
machine in the environment.
- On each additional machine, you must install only the Web applications you plan to
run on that machine, and then use EPM System Configurator to configure them.

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- Run application deployment on each machine you install EPM System products
but only run Web server deployment on the machine you configure Shared
Services.

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Planning 11.1.2: Installation and Configuration

2-9

Lesson 2

Preparing the Installation Environment

You must deploy all Web applications in an EPM System deployment on either all
Windows machines or on all UNIX machines.
If you are installing in multiple environments (for example, Development, Test, and
Production), install Foundation Services products in each environment.

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2-10

Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

Example 3: Virtual Environment


1

Virtual Machine 1

Vir tu al Mach ine 2

Clien t So ftware

Dom ain Manager

O ther O racle
H yperion
App lications

Web Bro wser

User Director y
Fo undation Ser vices

Virtual Machi ne 1

Vir tu al Machine 2

Planning

R ep orting and
An alysis

Virtual Machine 1
Database Ser ver

Offline
Plannin g

Virtual Machine 2
Essbase

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Example 3: Virtual Environment

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Virtual environments are a commercially reasonable solution for companies that need to
work within a budget. They function like distributed environments, so you have flexibility
of installing EPM System products in several virtual servers.
The slide displays an example of a Planning installation on a distributed virtual
environment:
1. Server 1contains two virtual machines:

a. Virtual Machine 1Domain Manager, User Directory, Foundation Services


(Shared Services, Workspace, Performance Management Architect, Calculation
Manager)

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b. Virtual Machine 2Other Oracle Hyperion applications

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2. Server 2contains two virtual machines:


a. Virtual Machine 1Planning

b. Virtual Machine 2Reporting and Analysis

Planning 11.1.2: Installation and Configuration

2-11

Lesson 2

Preparing the Installation Environment

3. Server 3contains two virtual machines


a. Database Server (RDBMS)
b. Essbase
4. Client (including the Web browser and Offline Planning)
Although Oracle does not directly support installing EPM System products in a virtual
environment, Oracle Support will assist customers running EPM System products on
third-party virtualized environments with the following considerations:
When a customer logs a previously unreported issue, Oracle Support may require
the issue to be diagnosed in a non-virtualized environment when there is reason to
believe that the virtual environment is a contributing factor. Oracle Support may refer
customers to the third-part virtualization vendor for issues that can not be duplicated
in non-virtualized environments.
When a problem was previously reported and a resolution is available, Oracle
Support recommends the appropriate solution on the non-virtualized operating
system (OS). If that solution does not work in the virtual environment, the customer is
referred to its virtualization software vendor for support. If the customer demonstrates
that the Oracle solution does not work when running on a non-virtualized OS, Oracle
resumes support, including logging a bug with Oracle Development for investigation
if required.

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While Oracles EPM System products are expected to function properly in virtual
environments, performance implications may invalidate typical sizing recommendations.
Therefore, we recommend that you analyze and mitigate hosted applications to prevent
degradation of performance and scalability, particularly under peak load.

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2-12

Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

Classroom Architecture Overview

Controller PC1

Domain Manager, MSAD, Oracle database

Controller PC2

Domain Manager, MSAD, Oracle database

Installer PCs

EPM System Installation Software

Installer PCs

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Classroom Architecture Overview

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EPM System Installation Software

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The diagram on the slide displays the configuration of the classroom environment. The
architecture consists of the following servers:
Installer PCscontain the EPM System installation software. Students will install all
EPM System products on their desktops. The required Web application servers are
included in the installation.
Controller PCsserve as the domain manager that also hosts the external directory
used for EPM System Single Sign-On (SSO). It hosts the Oracle 11g database.

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Planning 11.1.2: Installation and Configuration

2-13

Lesson 2

Preparing the Installation Environment

Preparing the Security Infrastructure

User Authentication
Security API
Native Directory
External Directories

Administrator Accounts

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Preparing the Security Infrastructure

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Perform the following actions to prepare your security infrastructure for the installation:
Collect the information needed to configure external user directories in Shared
Services.
For each server, prepare a user account with Administrator rights. The installation
can be a local administrator account.
Create domain accounts

Prepare a service account for external authentication against the user directory that
you are using.

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If you are using secure communication, ensure availability of Secure Sockets Layer
(SSL) certificates for all components. Oracle recommends using SSL for EPM
System product installations.

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Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

User Authentication
User authentication enables SSO functionality across Hyperion products by validating
the login information of each user. User authentication, along with product-specific
authorization, grants the user access to Oracle's Hyperion products. Authorization is
granted through provisioning.
User directories refer to any corporate user and identity management system compatible
with Shared Services. Hyperion products are supported on a large number of user
directories.
Native Directory
Native Directory refers to the Lightweight Directory Access Protocol (LDAP)-enabled
user directory that Shared Services uses to support provisioning.
External Directories
The following are supported external user directories:
Lightweight Directory Access Protocol (LDAP)-enabled user directories, such as
Oracle Internet Directory

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Sun Java System Directory Service 6.3

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Microsoft Active Directory (MSAD) 2003 and 2008


IBM Tivoli Director Server 6.2
Novell eDirectory 8.8
Computer Associates Siteminder 6

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Relational databases (Oracle database 10.2.0.04 and later, IBM DBs 9.1 and 9.5,
Microsoft SQL Server 2005 and 2008)
In this class, you connect to an MSAD external directory. Please consult your
instructor for your student user ID.

Security API

The Security Application Programming Interface (Security API) is the main interface to
validate users and interpret user access to Oracle's Hyperion products.

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Planning 11.1.2: Installation and Configuration

2-15

Lesson 2

Preparing the Installation Environment

Configuring SSL

Full SSL Deployment (including data access)

SSL Terminating at the Web Server


SSL Accelerators (Off-loading)
Two-way SSL

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring SSL

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If you are using secure communication, ensure availability of Secure Sockets Layer
(SSL) certificates for all components. Oracle recommends using SSL for Hyperion
product installations.
If you are configuring EPM System products for SSL, the configuration sequence and
selections that you make during configuration depend on the type of SSL implementation
you select. For more information, see the Oracle Hyperion Enterprise Performance
Management System Security Administration Guide. EPM System supports the following
types of SSL configuration:
Full SSL Deployment (including data access)

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SSL Terminating at the Web Server


SSL Accelerators (Off-loading)

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Two-way SSL

2-16

Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

Full Secure Socket Layer Deployment

Bro wser connects to


https://epm .mycompan y.co m

EPM System configured with https://epminternal.mycompany.com


Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Full Secure Socket Layer Deployment

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In full SSL mode, communication across all securable channels is secured using SSL.
This is the most secure EPM System deployment scenario.
NOTE: You cannot enabled SSL for all EPM System products; for example, backend servers such as Essbase Server, Strategic Finance Server, and
Financial Management Server.

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Planning 11.1.2: Installation and Configuration

2-17

Lesson 2

Preparing the Installation Environment

The following process outlines the steps that you need to complete to configure an EPM
System for full SSL. For specific information about these steps, see the Oracle Hyperion
Enterprise Performance Management System User and Role Security Guide.
1. Install the EPM System products.
2. SSL-enable the database and database client. See your database documentation for
detailed procedures.
3. Add server aliases on the Web server.
4. If you are not using certificates from a known third-party CA, prepare EPM System
Configurator by importing the required root certificates. You must import CA root
certificates into each server where EPM System products are installed.
5. Using EPM System Configurator, configure and deploy EPM System products. You
must select the required SSL settings before deploying the Web components to the
application server.
6. Configure EPM System Web components for SSL communication.
7. Configure the Web server (Oracle HTTP Server) for SSL communication.
Configure Oracle HTTP Server for redirection to IIS. Redirection
from Oracle HTTP Server to IIS is automatically performed by
EPM System Configurator.

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2-18

Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

SSL Terminating at the Web Server

Bro wser connects to


https://epm .mycompan y.co m

EPM System configured with https://epminternal.mycompany.com


Copyright 2010, Oracle and/or its affiliates. All rights reserved.

SSL Terminating at the Web Server

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In this scenario, SSL is used to secure the communication link between EPM System
clients (for example, a browser) and Oracle HTTP Server. Often in this configuration, the
Web server and everything beyond is protected by a firewall.
The following process outlines the steps that you need to complete to configure an EPM
System for SSL terminating at the Web server. For specific information about these
steps, see the Oracle Hyperion Enterprise Performance Management System User and
Role Security Guide.
1. Install the EPM System products.

2. Add server aliases on the Web Server and enable SSL for Oracle HTTP Server.

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3. Install Oracle HTTP Server certificates.

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Planning 11.1.2: Installation and Configuration

2-19

Lesson 2

Preparing the Installation Environment

4. If you are not using certificates from a known third-party CA, prepare EPM System
Configurator by importing the root certificate of the CA that signed the Oracle HTTP
Server certificates into the EPM System Configurator keystore. You must import CA
root certificates into each server where EPM System products are installed.
5. Using EPM System Configurator, configure and deploy EPM System products.
6. Configure Oracle HTTP server.
7. Test your deployment.

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Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

SSL Off-Loading

Apache
Web Server
(Server 1)
HTTPS

HTTP

HTTP/AJP

Workspace

SSL Off-loader (OL server )


Apache Web Server 1/Reverse Proxy
HTTP/AJP

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HSS

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

SSL Off-Loading

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In this enterprise topology, the SSL connection can be terminated at the offloader (similar
to terminating SSL at the Web server) or it can extend beyond the offloader (similar to full
SSL). The offloader accepts encrypted requests from the browser and decrypts them.
If SSL is terminated at the offloader, unencrypted data is passed from the offloader to
Oracle HTTP Server, which is configured with the WebLogic Server plugin. An optional
load balancer can be used to route traffic between the offloader and multiple Oracle
HTTP Servers. Oracle HTTP Server routes requests to EPM System products deployed
on WebLogic Server or IIS. Server-to-server communication is routed through the Web
server without involving the offloader.
Based on the security requirements, you can use SSL for communication between
Oracle HTTP Server and the deployed EPM System products including databases and
user directories.

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Planning 11.1.2: Installation and Configuration

2-21

Lesson 2

Preparing the Installation Environment

If you choose not to use SSL for communication between Oracle HTTP Server and the
deployed EPM System products, you can minimize security risks by deploying the
offloader and Oracle HTTP Server in the DMZ behind a firewall on a secure subnet to
which users do not have direct access. WebLogic Servers, IIS, and other components
could be behind another firewall to ensure higher level of security.
The following process outlines the steps that you need to complete to configure an EPM
System with an SSL offloader. For specific information about these steps, see the Oracle
Hyperion Enterprise Performance Management System User and Role Security Guide.
1. Using the vendors documentation, configure the offloader. The offloader should be
configured to receive SSL communication from clients through a secure port and
decrypt it.
Add server aliases on the offloader.
If you are not using a load balancer, the offloader should forward the decrypted
communication to Oracle HTTP Server.
If you are using a load balancer, the offloader should forward the decrypted
communication to the load balancer, which routs communication to Oracle HTTP
Servers.
2. Install the EPM System products.

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3. Depending on your security requirement, configure and deploy EPM System


products using EPM System Configurator.

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If you plan to terminate SSL communication at the offloader, configure and deploy
EPM System products without selecting any SSL settings. You must configure SSL
communication between the browser and the offloader (to the virtual offloader
alias) separately by using the vendors documentation.

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If you are not terminating SSL at the offloader, refer to the documention for
performing a full SSL deployment for detailed deployment procedures for all EPM
System products that you can SSL-enable.

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Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

Two-Way SSL

1 or 2-way SSL with


propagation of
user identity

2-way SSL

Browser, or Smart view client:


Strong authentication (2factor) using client certificate

Web
applications

Web server

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Two-Way SSL

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In this scenario, two levels of verification are completed in two-way SSL authentication.
The SSL client verifies the identity of the SSL server, and the SSL server verifies the
identity of the SSL client.
In the simplest implementation of two-way SSL, you use it only for external
communication (between the browser and the Web server or offloader). You can,
however, enable two-way SSL among underlying EPM System products.
EPM System supports two implementations of two-way SSL for external communication.
In the default two-way SSL implementation, EPM System uses a login screen to capture
user credentials; typically a user name and password, that are used to authenticate the
user.

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Planning 11.1.2: Installation and Configuration

2-23

Lesson 2

Preparing the Installation Environment

Trust between components is established using the root certificate of the CA that the
signed the component's certificate. You must ensure that the root CA certificate of a
component is installed on each components with which it communicates. For example, to
ensure two-way SSL communication between Oracle HTTP Server and Foundation
Services deployed on WebLogic Server, the root certificate of the CA that signed the
WebLogic Server certificate must be installed on Oracle HTTP Server and vice versa.
If you are not using a trusted third party CA, to simplify the deployment process, Oracle
recommends that you use the same CA to sign all server certificates. Self-signed
certificates cannot be used to support two-way SSL.
The following process outlines the steps that you need to complete to configure an EPM
System for two-way SSL deployment. For specific information about these steps, see the
Oracle Hyperion Enterprise Performance Management System User and Role Security
Guide.
1. Install the EPM System products.
2. Depending on your security requirements, complete an SSL deployment with one of
the following options:
Full SSL deployment

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EPM System with an SSL offloader

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SSL terminated at an offloader

3. If you are not using certificates from a well known third party CA, import CA root
certificates as needed. Generally, you should import CA root certificate of a
component into the keystore used by each component with which it communicates.

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4. Complete custom Oracle HTTP Server configuration.


5. Complete custom WebLogic Server configuration.
6. Install certificates for clients (browsers).

7. Optional: implement automated authentication.

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Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

Preparing Web Application Servers

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Preparing Web Application Servers

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The following EPM System products included in Planning require Web application
servers:
Shared Services
Workspace

Performance Management Architect


Calculation Manager

Administration Services
Provider Services

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Financial Reporting

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Web Analysis
Planning

Planning 11.1.2: Installation and Configuration

2-25

Lesson 2

Preparing the Installation Environment

Workspace and the application being integrated must be deployed to the same Web
application server type. For example, if Workspace is deployed to Oracle WebLogic
Server, Performance Management Architect must also be deployed to WebLogic Server.

General Considerations
Note the following information about preparing Web application servers:
When deploying to an application server, EPM System products cannot be installed
to directories with names that contain spaces; for example, c:\Program Files is not
acceptable (unless you use a short path notation).
For automatic deployment, the Web server must reside on the same machine where
Workspace is deployed.
If different OS accounts are used to install and run EPM System and your Web
application server, the Web application server OS account must be granted the
following:
- Read access to the Hyperion home directory, and to all subdirectories and files
therein.

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- Write access to HYPERION_HOME/logs.

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In addition, when you use automatic deployment, the EPM System OS account must
be granted write access to the application server files and directories.

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Set all Web applications to have a session timeout that exceeds 10 minutes.

You must use one type of Web server for all EPM System products that require one.

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Supported Web Application Servers

The following Web application servers are supported:


Oracle WebLogic Server 11g (10.3.1)

Microsoft Internet Information Server (IIS) 6.0+


Microsoft Internet Information Server (IIS) 7.0+

Oracle Weblogic Server is delivered with the installation of EPM System products that
require a Web application server.

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Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

Preparing Web Servers

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Preparing Web Servers

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The following EPM System products included in Planning require Web servers:
Shared Services
Workspace

Performance Management Architect


Calculation Manager

Administration Services
Provider Services

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Financial Reporting
Web Analysis

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Planning

Planning 11.1.2: Installation and Configuration

2-27

Lesson 2

Preparing the Installation Environment

For automatic deployment, the Web server must reside on the same machine where
Workspace will be deployed. You can use an internal Web server provided with your
Java application server, or an external Web server.
The following Web Servers are supported:
Oracle HTTP Server
Microsoft Internet Information Server (IIS) 6.0+
Microsoft Internet Information Server (IIS) 7.0+

Oracle HTTP Server


If you are using Oracle HTTP Server (OHS) as the Web server, increase the
ThreadsPerChild parameter from the default value of 50 to 512 in the OHS Web Server
configuration file (httpd.conf).

Microsoft IIS
The following EPM System products require IIS to be installed with ASP .NET support
enabled before you configure the product:
Performance Management Architect Service (Dimension Server)

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Financial Management
Strategic Finance
FDM

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Data Relationship Management

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NOTE: If .NET is not detected, the installation program will install it.
Microsoft IIS 6.0 can be configured to support either 32bit application runtimes or 64bit
application runtimes on 64bit operating systems. You cannot configure Microsoft IIS 6.0
to support both simultaneously. Therefore, in general, when installing and configuring
EPM System products with Microsoft IIS 6.0, install 32bit runtimes and 64bit runtimes
for EPM System Web tier components on different computers.
You cannot deploy FDM (32bit) and Strategic Finance (32bit) on the same computer
where Financial Management (64bit) and Performance Management Architect (64bit)
are deployed. On 32bit platforms, all EPM System products can co-exist.

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Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

NOTE: If IIS is chosen as the Web server during configuration, you must allow all
unknown ISAPI extensions via the Internet Information Services Manager.

Enabling Existing .NET 2.0 Framework (Windows 2003)


Performance Management Architect requires .NET 2.0 Framework on the machine
where you install the Dimension server. If .NET 2.0 Framework is not installed on your
machine, Oracle Hyperion Enterprise Performance Management System Installer,
Fusion Edition automatically installs it for you.
If you are using Windows 2003 and .NET 2.0 is installed, you must register and enable
.NET 2.0 with IIS.
To enable .NET 2.0 on Windows 2003 machines:
1. Open IIS Manager.
2. In the left pane, select Web Service Extensions.

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3. If ASP.NET 2.0 is listed in the right pane, enable it by ensuring that the Status column
is set to Allowed.

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4. If ASP.NET 2.0 is not listed in the right pane and .NET 2.0 is installed, register .NET
2.0 with IIS:
a. From the command prompt, go to this directory:
C:\Windows\Microsoft.NET\Framework\v2.0.50727

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b. Enter aspnet_regiis.exe -iru.


c. Repeat steps 1-3.

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Planning 11.1.2: Installation and Configuration

2-29

Lesson 2

Preparing the Installation Environment

Preparing Web Browsers

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Preparing Web Browsers

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Internet Explorer and Mozilla Firefox are both supported. You must ensure that the
following browser preferences and options are enabled:
Javascript

CookiesThe preferred setting is to allow cookies to be stored on your computer.


The minimum requirement is to allow per-session level cookies.
Pop-up windows

For Internet Explorer, you must also do the following:


Enable ActiveX

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Add the Reporting and Analysis Web site to the trusted zone. For example, in
Internet Explorer, select Tools, then Internet Options, then Security Tab, and then Trusted
Sites, and then click Sites.

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Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

The following Web browser versions are supported:


Internet Explorer: 7.x and 8.x
Firefox: 3.5
NOTE: Firefox is not supported for FDM and ERP Integrator.

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Planning 11.1.2: Installation and Configuration

2-31

Lesson 2

Preparing the Installation Environment

Preparing Server Disk Space and RAM

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Preparing Server Disk Space and RAM

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This topic describes the disk space and RAM requirements for each EPM System
product. These requirements are approximate and do not include additional possible
requirements on the machine, such as extra space needed for a virtual environment.
Disk space and RAM requirements are approximate and do not include additional
possible requirements on the machine. The installation program checks for twice the
required disk space, based on your product installation choices. Disk space estimates
include documentation help files (if applicable) and EPM System products.

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Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

The following table describes the required disk space for EPM System server
components:
Product Family

Component

Disk Space
(Minimum)

RAM
(Minimum)

Foundation Services

Shared Services

800 MB

1.5 GB

Performance
Management Architect

125 MB

1 GB for
Dimension Server
512 MB each for
Web tier and Data
Synchronizer

Reporting and Analysis

Essbase

Planning
Oracles Data
Management

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Calculation Manager

45 MB

256 MB

Reporting and Analysis


Framework

2GB for services

1 GB

Financial Reporting

400 MB

1 GB

Web Analysis

2 GB

1 GB

Essbase Server

2GB

1GB

Administration Services

1GB

32 MB per user

Provider Services

680MB

340 MB

Integration Services

340MB

256 MB

Essbase API

40MB

Planning

20GB

FDM Database Server

Dependent on
size of application

FDM folder structure

Dependent on
size of application

FDM Application Server

400 MB

2 GB per 75
concurrent users

FDM Web Server

400 MB

2 GB

ERP Integrator

300 MB

2 GB

2GB for importing


files

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256 MB

2GB (application
not included)
1 GB per 75
concurrent users,
2 GB minimum

For Shared Services, if you are using Lifecycle Management functionality, Oracle
recommends that you significantly increase disk space due to storage of application data
in the Shared Services file system.

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Planning 11.1.2: Installation and Configuration

2-33

Lesson 2

Preparing the Installation Environment

Preparing Client Disk Space and RAM

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Preparing Client Disk Space and RAM

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Disk space and RAM requirements are approximate. The installation program checks for
twice the required disk space, based on your product installation choices.
The recommended minimum RAM requirement for all clients is 1 GB.
The following table describes the required disk space for EPM System client
components:
Product Family

Component

Disk Space

EPM System Installer

EPM System Installer and all EPM


System product assemblies

16 GB

Foundation Services

Common client components

400 MB

Smart View for Office

100 MB

Performance Management Architect


(File Generator and Batch Client only)

20 MB

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Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

Product Family

Component

Disk Space

Reporting and Analysis

Financial Reporting Studio

400 MB

Web Analysis Studio

40 MB

Planning

Offline Planning

280 MB

Financial Data Management

FDM Workbench

200 MB

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Planning 11.1.2: Installation and Configuration

2-35

Lesson 2

Preparing the Installation Environment

Default Ports
During Hyperion product deployments, default port numbers
for application servers are automatically populated.
Data repositories are accessible through default port
numbers.

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Default Ports

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During the configuration process, default port numbers for most EPM System products
are automatically populated in Oracle's Hyperion Shared Services Registry. During
configuration, using EPM System Configurator, you can change the default numbers.
Each port number on the machine must be unique. (The same product on different
machines can have the same port number.) If an error message similar to port already in
use or bind error is displayed, a port number conflict may exist.
If the default port is already in use on the machine or if there is a conflict, EPM System
Configurator will not continue. If the default port number is not changed, the software is
configured with the default values.

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Planning 11.1.2: Installation and Configuration

Lesson 2

Preparing the Installation Environment

NOTE: If you change a port number by using application server or web server tools
(administration console or configuration file), you must also change the port
number by using EPM System Configurator so that the port numbers are
synchronized with the Shared Services Registry. After changing a port
number by using the application server or web server tools, run EPM System
Configurator and provide the new port number to update the Oracle's
Hyperion Shared Services Registry.
For a complete listing of EPM System ports, see Default Ports in Oracle Hyperion
Enterprise Performance Management System Installation Start Here.

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Planning 11.1.2: Installation and Configuration

2-37

Lesson 2

Preparing the Installation Environment

Summary
In this lesson, you should have learned to:
List the items required for the installation environment
Compare installation architecture options
Identify the supported user directories
Describe the supported SSL configurations
Identify the supported Web application servers
Identify the supported Web servers
Name the supported Web browsers

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Identify the server disk space and RAM requirements


Identify the client disk space and RAM requirements

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List the default ports used by the EPM System software

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Planning 11.1.2: Installation and Configuration

L E S S O N

Preparing the Software Requirements

Objectives
At the end of this lesson, you should be able to:
Identify supported server and client platforms
Identify supported databases
Access Oracle software and documentation
Prepare the required Oracle installation software

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Recognize EPM System software dependencies


Identify required third-party software

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Lesson 3

Preparing the Software Requirements

Selecting a Supported Platform

Windows-only components:
Smart View Client
Performance Management Architect

Dimension Server
File Generator

Essbase Studio
Financial Data Quality Management
Financial Reporting

Studio Client
Print Server Service

All other product components are


supported on Unix

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Selecting a Supported Platform

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EPM System Release 11.1.2 products support both Windows and UNIX operating
systems. The following sections discuss what products are supported on Windows, and
what products are supported on Unix.

Server Operating Systems

Windows-only Components
The following table lists components of products that can be installed only on Windows:
Product

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Smart View

Component Supported on Windows Only


Smart View Client

Performance Management
Architect

Dimension Server

Essbase Studio

All client components

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File Generator

Planning 11.1.2: Installation and Configuration

Lesson 3 Preparing the Software Requirements


Product

Component Supported on Windows Only

Financial Data Quality


Management

All components

Financial Reporting

Financial Reporting Studio Client


Financial Reporting Print Server Service

NOTE: Both 32-bit and 64-bit versions of Windows are supported. However, the
following products have only 32-bit binaries: Workspace Services, FDM,
Financial Reporting Printer Service.

Unix Components
All other EPM System products can be installed on a Unix platform. Both 32-bit and 64bit versions of Unix are supported.

Client Operating Systems

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EPM System client software are supported on the following platforms:


Windows 32-bit
Windows Server 2008 with SP1+
Windows Server 2003 with SP2/R2+

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Windows XP Professional with SP2+

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Windows Vista with SP1+ (above "Home" series)


Windows 7

Windows 64-bit
Windows Server 2008 with SP1+

Windows Server 2003 with SP2/R2+

Windows XP Professional with SP2+

Windows Vista with SP1+ (above "Home" series)

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Windows 7

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UNIX
Red Hat EL 4 and 5
Oracle Enterprise Linux 4 and 5

Planning 11.1.2: Installation and Configuration

3-3

Lesson 3

Preparing the Software Requirements

Selecting a Supported Database


Supported relational database repositories:
Oracle 11g
Microsoft SQL Server
IBM DB2

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Selecting a Supported Database

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Before installing and configuring most EPM System products, you must create a
database using a supported RDBMS.
For ease of deployment and simplicity, you can use one database repository for all
products (with the exceptions noted below) or use a separate database repository for
each product or product family.

Supported Databases

The following relational databases are supported:


Oracle Database 10g and 11g

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IBM DB2 9.5 to 9.7

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Microsoft SQL Server 2005 and 2008

3-4

Planning 11.1.2: Installation and Configuration

Lesson 3 Preparing the Software Requirements


Oracle Database
Oracle database versions 10.2.0.2.21+ through 11.1.0.7.20+ are supported.
Considerations when using an Oracle database:
The database must be created using Unicode Transformation Format UTF-8
encoding (character set) for the best compatibility with non-ASCII character sets. Use
of UTF-8 is required if you need multi-lingual support (multi character set support).
Install Oracle database client on the same machine as the Performance
Management Architect Dimension server.
To share one Oracle instance among installations on separate computers, create an
Oracle user for each installation (unless you are using load balancing).
Oracle user IDs should have the following roles: CONNECT, RESOURCE, CREATE,
CREATE TRIGGER, DROP TRIGGER, MODIFY TRIGGER, CREATE
PROCEDURE, ALTER SESSION, ALTER SYSTEM.
If your database resides on a remote computer, create a Net Service Name that
enables the product to connect to the remote database.
Use the global database server name when specifying locations and paths. Do not
use localhost as a server name.

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Microsoft SQL Server


Microsoft SQL Server 2005 up to 2008 are supported for all EPM System products
except for ERP Integrator. Considerations when using MS SQL Server:

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When setting security properties for the database, select the SQL Server and
Windows Authentication option.

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Database users must be assigned privileges to add, modify, and delete these
database objects: TABLES, INDEXES, VIEWS, PROCEDURES,
ROLES/AUTHORITIES, SEQUENCES, TRIGGERS, SESSION.
The Reporting and Analysis repository database user cannot be an administrator or a
user with the System Administrators role.

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Planning 11.1.2: Installation and Configuration

3-5

Lesson 3

Preparing the Software Requirements

IBM DB2
IBM DB2 9.5 is supported by all EPM System products except FDM, Profitability and
Costo Management, and Data Relationship Management. Considerations when using
IBM DB2:
When installing IBM DB2, clear the OLAP Starter Kit option.
For Performance Management Architect, ensure that your DB2 database is installed
on a different computer, and not the Dimension Server machine where the DB2 9
Runtime Client and DB2 .NET Data Provider must be installed.
For Reporting and Analysis, ensure that the IBM DB2 Client Application Enabler is
installed on the computers on which you install services. For Core Services and Job
Factory Service, if you use an IBM DB2 RDBMS and Reporting and Analysis
Services is installed on a separate machine, create a client connection to the
Reporting and Analysis database using the Client Application Enabler.
For Web Analysis, configure DB2 to use JDBC 2.0 drivers. Ensure that the IBM DB2
Client Application Enabler is installed.
For IBM DB2, the database must be created using Unicode Transformation Format
UTF-8 encoding (character set) for the best compatibility with non-ASCII character
sets. Use of UTF-8 is required if you need multi-lingual support (multi character set
support).

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Use the Client Configuration Assistant to set up a database alias that enables the
Hyperion product to connect to the database. Be sure to select Register this
Database for ODBC and As a System Data Source options.

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Database users must be assigned privileges to add, modify, and delete these
database objects: TABLES, INDEXES, VIEWS, PROCEDURES,
ROLES/AUTHORITIES, SEQUENCES, TRIGGERS, SESSION.

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3-6

Planning 11.1.2: Installation and Configuration

Lesson 3 Preparing the Software Requirements

Products Requiring a Relational Database


A database is required for:
Shared Services
Reporting and Analysis Framework
Performance Management Architect
Calculation Manager
ERP Integrator
Administration Services
Essbase Studio
Planning (system)
Each deployed Planning application
When you configure multiple products at one time using EPM System Configurator, one
database is configured for all selected products. If you want to use a different database
for each product, perform the Configure Database task separately for each product.

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Planning 11.1.2: Installation and Configuration

3-7

Lesson 3

Preparing the Software Requirements

Classroom Database Definition

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Classroom Database Definition

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In this class, the Oracle users, tablespaces, and data files have been precreated in both
controller PC databases. A sample section of the script is displayed on the slide.
Each student is assigned a student number at the beginning of the class. The student
numbers are preceeded by the letters ST and are followed by a two-digit number. For
example, ST01. The student number is attached to the tablespace and datafile name
used in configuring products that require a relational database.
The following table lists the tablespace and datafile names assigned to an EPM System
product:
EPM System Product

Tablespace

Datafile

Shared Services

ST##HSS

ST##HSS

ST##BI

ST##BI

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Reporting and Analysis


Framework

3-8

Planning 11.1.2: Installation and Configuration

Lesson 3 Preparing the Software Requirements


EPM System Product

Tablespace

Datafile

Performance Management
Architect

ST##EPMA

ST##EPMA

Calculation Manager

ST##CALC

ST##CALC

Administration Services and


Essbase Studio

ST##ESS

ST##ESS

Financial Data Quality


Management

USERS

ST##FDM

ERP Integrator

ST##ERPI

ST##ERPI

Planning (System)

ST##PLN

ST##PLN

Planning (Applications)

ST##PLN1, ST##PLN2,
ST##PLN3, ST##PLN4,
ST##PLN5, ST##PLN6,
ST##PLN7

ST##PLN1, ST##PLN2,
ST##PLN3, ST##PLN4,
ST##PLN5, ST##PLN6,
ST##PLN7

All database user passwords are set to hyperion.

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Planning 11.1.2: Installation and Configuration

3-9

Lesson 3

Preparing the Software Requirements

Accessing Oracle Software and Documentation

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Accessing Oracle Software and Documentation

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You download Oracle Software and Documentation from the following locations:
E-Delivery: http://edelivery.oracle.com

Oracle Technology Network:


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

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3-10

Planning 11.1.2: Installation and Configuration

Lesson 3 Preparing the Software Requirements

Preparing the Required Software

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Preparing the Required Software

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To prepare the required software for installation, perform the following tasks:
Download product installation assemblies:

- Foundation Services (all modules, including Shared Services, Workspace,


Performance Management Architect, and Calculation Manager)
- Planning

- Essbase, Administration Services, Provider Services, and Studio


- Reporting and Analysis Framework
- Financial Reporting

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- Web Analysis

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- Smart View

Planning 11.1.2: Installation and Configuration

3-11

Lesson 3

Preparing the Software Requirements

Review the Media Pack Readme section on the Enterprise Performance


Management and BI page for your platform of Oracle E-Delivery to see which
products are required or optional for use with your products.
Ensure that the products meet the release compatibility requirements of Oracle
Hyperion software. The release compatibility information for each product will be
discussed in later lessons.
Validate that all third-party product versions meet system requirements.

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3-12

Planning 11.1.2: Installation and Configuration

Lesson 3 Preparing the Software Requirements

Release Compatibility
If you upgrade Planning to release 11.1.2, you must verify that
all other product components are compatible.

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Release Compatibility

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Upgrade is not supported in this release. You cannot mix releases with 11.1.2 software.
NOTE: Oracle will include the ability to upgrade from previous EPM System releases
in a future EPM System product release.

EPM System Certification Matrix

For system requirements and release compatibility, you can find the Oracle Hyperion
Enterprise Performance Management System Certification Matrix at http://
www.oracle.com/technology/products/bi/hyperion-supported-platforms.html.

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Planning 11.1.2: Installation and Configuration

3-13

Lesson 3

Preparing the Software Requirements

EPM System Software Dependencies


This topic lists the EPM System products required for EPM
System components.

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

EPM System Software Dependencies

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This topic describes the required EPM System software for EPM System products.
Component
Shared Services

Required Software

Web Server configuration

Note: Workspace and Shared Service are now


packaged together

Essbase

Shared Services (unless using Essbase in native


security mode)
Administration Services

Administration Services

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Provider Services

3-14

Shared Services
Essbase

Administration Services

Planning 11.1.2: Installation and Configuration

Lesson 3 Preparing the Software Requirements


Component

Required Software

Essbase Studio

Shared Services
Essbase
Administration Services

Smart View

Provider Services

Reporting and Analysis

Shared Services
Workspace

Planning (using Classic


Administration)

Shared Services
Workspace
Essbase (Essbase Server and Administration
Services components)
Oracle's Hyperion Business Rules or Calculation
Manager

Planning (using Performance


Management Architect)

Shared Services
Workspace
Essbase (Essbase Server and Administration
Services components)
Performance Management Architect

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Calculation Manager
Financial Management

Shared Services
Workspace

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Performance Management Architect (optional, if you


are using Classic Application Administration)

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Calculation Manager (optional)

FDM

Shared ServicesFor external authentication only

ERP Integrator

Shared Services
Workspace

Oracle Data Integrator (ODI)

NOTE: Provider Services integrates with Essbase, Administration Services, and


Shared Services but is not required.

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Planning 11.1.2: Installation and Configuration

3-15

Lesson 3

Preparing the Software Requirements

Some EPM System clients require the runtime clients of other EPM System or third-party
products. EPM System runtime client and server versions must match. The following
table describes the supported runtime clients for EPM System client components.
Runtime Client

Required For

EssbaseThe Essbase runtime client is installed


automatically.

Financial Reporting

Microsoft SQL Server 2000 SP3a Analysis Services


Microsoft SQL Server 2005 SP1 Analysis Services
Financial ManagementThe version of the
Financial Management ADM driver and the version
of Financial Management that is used for Financial
Reporting and Web Analysis must match.

Interactive Reporting
Production Reporting
Web Analysis
Financial Reporting
Web Analysis

PlanningThe Planning ADM driver must be


installed on all Financial Reporting server machines;
it is a component in the EPM System Installer.
EssbaseThe Essbase runtime client is installed
automatically.

Planning

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3-16

Planning 11.1.2: Installation and Configuration

Lesson 3 Preparing the Software Requirements

Preparing Third-Party Software


Install the following third-party software required by EPM
System products:
Operating System and the required updates
Internet Information Services Manager

PDF Distiller (Adobe or AFPL)

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Preparing Third-Party Software

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The following third-party software are required:


Supported Software

Notes

Adobe Acrobat Reader 6.0 or later

Required for viewing PDF files

One of the following:

Microsoft Excel is required to use Smart View


and Offline Planning

Microsoft Office 2007


Microsoft Office 2003

Microsoft SQL Server (2005 SP1 or 2000


SP3a) Analysis Services client

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Required for Financial Reporting and Web


Analysis
You must install the SSAS Connectivity Client
on any Financial Reporting Client or Financial
Reporting server or Web Analysis Web
Application machine. The SSAS client and
server versions must match.

Planning 11.1.2: Installation and Configuration

3-17

Lesson 3

Preparing the Software Requirements

Summary
In this lesson, you should have learned to:
Identify supported server and client platforms
Identify supported databases
Access Oracle software and documentation
Prepare the required Oracle installation software
Recognize EPM System software dependencies
Identify required third-party software

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3-18

Planning 11.1.2: Installation and Configuration

L E S S O N

Installing Product Components

Objectives
At the end of this lesson, you should be able to:
Describe EPM System Installer
Enumerate the steps to install EPM System products
Identify installation options
Create and execute silent installation files
Install Shared Services, Workspace, Performance Management
Architect, and Calculation Manager
Install Essbase components

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Install Planning and Off-line Planning


Install Reporting and Analysis Framework

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Install the Smart View

Install optional product components

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Lesson 4

Installing Product Components

EPM System Installer Overview


You use EPM System Installer to install all EPM System
components.

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

EPM System Installer Overview

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EPM System Installer enables you to install, configure, and deploy multiple products on a
machine at one time. EPM System Installer installs components in the correct order, so
you can select as many products as you want to install on a machine at one time.
You use EPM System Installer to install all but the following EPM System products:
Smart View client

Spreadsheet Add-in

Data Integration Management

Data Integration Management Adapters

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Data Relationship Management

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Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Installation Prerequisites
Note the following installation prerequisites:
If you plan to deploy EPM System products in an SSL-enabled environment, review
the Oracle Hyperion Enterprise Performance Management System Security
Administration Guide before you install and configure. The SSL implementation you
choose affects the available options during configuration.
If you plan to install Financial Close Management, you must install Oracle ServiceOriented Architecture (SOA) Suite first.
Typically, EPM System Installer installs WebLogic Server. If you want to use an
existing WebLogic Server installation instead of the WebLogic Server installed by
EPM System Installer, note the Middleware home location for the WebLogic Server
installation. During installation, you must install EPM System products to this same
Middleware home. If EPM System Installer detects an existing WebLogic Server
installation in the installation location, it does not install WebLogic Server.
If you plan to install Strategic Finance Integration with Enterprise, you must install the
Enterprise client first.

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Oracle HTTP Server Prerequisites

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If you do not have an HTTP server installed, EPM System Installer will install Oracle
HTTP Server (OHS) for you when you install Foundation Services. Before you begin
installation, make sure that you meet the installation prerequisites for OHS. Review the
OHS installation documentation and release notes for details.

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Planning 11.1.2: Installation and Configuration

4-3

Lesson 4

Installing Product Components

Installing EPM System Products


You perform the following tasks in EPM System Installer:
1. Verify system prerequisites are met
2. Specify Middleware home directory
3. Select installation type
4.
5.
6.
7.

Select products to be installed


Confirm your selections
Install products
Review summary report

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Installing EPM System Products

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You can install EPM System products using the graphical user interface, using the
console mode interface, or using a silent mode installation response file.
On Windows machines, run EPM System Installer as an administrator. Install as the
same user for all EPM System products.
On UNIX machines, do not use the root user to install. Install and configure as the same
user for all EPM System products.
To install EPM System Products:
1. Choose a method:

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(Windows) Double-click installTool.cmd in the root directory to which you


extracted the EPM System Installer files.

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

4-4

Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Create a silent installation response file.


(UNIX) Change to the root directory to which you extracted the EPM System
Installer files and enter ./installTool.sh.
(UNIX) Change to the root directory to which you extracted the EPM System
Installer files and enter ./installTool.sh -console.
EPM System Installer is launched.
TIP: The first page of EPM System Installer might open hidden behind other
windows if you navigate away from the EPM System Installer window
or if you try to reposition the initial window. Press Alt+Tab to switch to
the first page of the wizard.
2. Select a language for the installer.
3. Review and complete each page of EPM System Installer, clicking Next to move to
the next page. In console mode, type the number beside the selection that you want.

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

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Planning 11.1.2: Installation and Configuration

4-5

Lesson 4

Installing Product Components

Reviewing System Prerequisites

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Reviewing System Prerequisites

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Review the prerequisites carefully before you continue the installation.


EPM System Installer checks for the following:

Whether your system has a supported operating system.

Whether your system meets minimum memory requirements to run the installation.
Whether the user installing has administrator privileges.

Whether the computer host name resolves to an IP address. If the machine host
name resolves to an IP address, EPM System Installer provides a warning. Oracle
recommends that you resolve this issue and provide a host name instead of an IP
address before proceeding.

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Whether 1 GB of temporary space is available.

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4-6

Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

A check mark indicates that your system meets EPM System Installer prerequisites. If
any of the prerequisite items do not display a check mark, and you select to continue, the
installation might not succeed.
TIP: If you are using a hosts file to resolve your host name, the host name resolves
to the first entry in your hosts file. To prevent potential communication problems
in a distributed environment, make sure that the first entry in your hosts file is
the machine's fully qualified domain name so that the fully qualified name is
stored in the Shared Services Registry.

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Planning 11.1.2: Installation and Configuration

4-7

Lesson 4

Installing Product Components

Specifying the Middleware Home Directory

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Specifying the Middleware Home Directory

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A Middleware home consists of the Oracle WebLogic Server home, and, optionally, one
or more Oracle homes, including EPM Oracle home. A Middleware home can reside on a
local file system or on a remote shared disk that is accessible through NFS.
The Middleware home location is defined during the first product installation on the
computer. Subsequent installations on the computer use the previously defined location.
The default installation directory is Oracle/Middleware.
The destination you specify becomes the Middleware home. By default EPM System
Installer creates a default EPM Oracle home under the Middleware home.

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4-8

Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Middleware Home Prerequisites


Note the following information about Middleware Home:
Ensure that this destination has enough disk space to install all the products that you
want to install on this machine. See Oracle Hyperion Enterprise Performance
Management System Installation Start Here for disk space requirements.
You select a Middleware home for each machine in your environment.
If you are reinstalling EPM System products on this machine, or adding products to
your installation, the existing location for the Middleware home is listed as the default
installation destination, and you cannot change it.
The destination path cannot contain spaces; for example, c:\Program Files is not
acceptable.

EPM Oracle Home


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

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

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

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Planning 11.1.2: Installation and Configuration

4-9

Lesson 4

Installing Product Components

Installation Options

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Installation Options

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The following sections discuss installation options when installing EPM System products.

Selecting an Installation Type

When you install EPM System products, you select which type of installation to perform:
New installation: Choose this option if you are installing an EPM System product for
the first time on this computer, or if you want to install additional components that you
did not initially install.
Re-install this release: Choose this option if you already installed this version of this
EPM System product and you want to reinstall it; for example if you need to repair an
existing installation.

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Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

NOTE: You cannot combine installation types in one session. For example, you
cannot perform a new installation of one product at the same time that you
perform a reinstallation of another product.
For each type of installation, you select whether to install EPM System products by tier or
by individual component:
Select Choose components by tier to install all the product components for the
selected products by tier (Client, Web application, and Services). You still have the
option to specify installation location and the products to install.
Select Choose components individually if you want more control over which
services and components are installed for each product component.
Oracle recommends that you install EPM System products by tier.

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Planning 11.1.2: Installation and Configuration

4-11

Lesson 4

Installing Product Components

Selecting the Products to Install

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Selecting the Products to Install

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Generally, you can install any combination of components on any computer. Note the
following about product selection:
Products are available for installation only if the assemblies are downloaded to the
correct location and the selected component is supported on the platform on which
you are installing. If a product is unavailable on the Product Selection page, ensure
that the assemblies are in the correct location.
Select a product component to see information and status about it in the lower
portion of the 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 cannot proceed until you install IIS. If you are installing on an
unsupported platform, a warning is displayed.

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The Shared Services and Workspace Web applications are installed when you install
the Foundation Services Web application.

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Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

If you selected New Installation, and you have already installed this release of a
product, the product is unavailable in the Product Selection page.
In some cases, a component is selected, but it is unavailable (you cannot clear it),
because it is required for another selected component.
You can install products by tier or individually.
Installing Products by Tier
To install by tier, select the deployment tier to install: Client, Web application, or Services.
EPM System Installer automatically selects all product components that are available for
installation on the selected tier. Components are available for installation if you
downloaded the installation assemblies and extracted them to the proper /assemblies
directory. EPM System Installer automatically selects required components for the
selected product.
You can install all the products on a particular machine at one time. EPM System Installer
installs them in the correct order.
Installing Products Individually
To install products individually, browse the product list and select individual products or
components. You can expand and collapse the entries to select or clear specific options
for each product and component.

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Planning 11.1.2: Installation and Configuration

4-13

Lesson 4

Installing Product Components

Confirming Your Selections

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Confirming Your Selections

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Before installing the product components that you selected, you can review the summary
of products to be installed. If necessary, you can go back and make corrections.
From this Panel, you click Next to begin the installation, or Save to save your selections to
a response file for use in a silent installation.
EPM System Installer warns you if there is insufficient disk space for the products that
you selected.
During installation, EPM System Installer displays the progress indicator after it prepares
the list of assemblies to install. This might take several minutes, depending on how many
products you selected. EPM System Installer displays progress incrementally as each
assembly's installation is complete.

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Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Reviewing the Summary Report

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Reviewing the Summary Report

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EPM System Installer indicates the success or failure of the installation. If any part of the
installation failed, EPM System Installer notes which assembly failed to install. Check the
log files for more information about the errors. You can find the log files in
EPM_ORACLE_HOME/diagnostics/logs/install. Each assembly has a log file named
productinstall.log; for example, hss-install.log, and a log file for installation,
installToolinstall.log.

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Planning 11.1.2: Installation and Configuration

4-15

Lesson 4

Installing Product Components

Performing Silent Installations


You run the installTool.cmd file to perform silent installations.

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Performing Silent Installations

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Silent installations automate the installation process so that you can install EPM System
products on multiple computers without manually specifying installation settings on each
machine.
To enable silent installation, record your installation settings in a response file. You can
then run a silent installation from the command line, using the installation options that
were saved in the response file.

Recording Response Files

You can record response files in the following ways:

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Record the installation settings while performing an installation.


Record the installation settings without performing an installation.

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4-16

Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

To record installation settings while performing an installation:


1. Navigate to the directory that contains EPM System Installer.
2. From a command line, run a command:
installTool.cmd -record file name for Windows
installTool.sh -record file name for UNIX
Where file name includes an absolute path or file name for the response file.
EPM System Installer is launched.
3. Proceed through EPM System Installer, specifying the options that you want to
record. On the Installation Confirmation Panel, click Next to perform the installation.
The products are installed according to the installation settings
that you specified, and the installation settings are recorded in the
response file that you specified.
To record installation settings without performing an installation:
1. Launch EPM System Installer.

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2. Proceed through EPM System Installer, specifying the options that you want to
record. On the Installation Confirmation Panel, click Save to record the settings in a
response file.
3. Browse to a location to save the response file.
4. Specify a file name for the response file, and click Save.

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The response file is saved.

Modifying Response Files

After creating a response file, you can modify it to customize the installation options for
certain machines. For example, you might create a master silent file for all products, and
then for each machine, change the location of the Middleware home and keep only the
product components that you want to install on this machine.
To modify a response file:

1. Navigate to the location where you saved the response file.

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2. Open the response file in a text editor. The response file is in XML format.

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Planning 11.1.2: Installation and Configuration

4-17

Lesson 4

Installing Product Components

3. Edit the file using the following options:


<HyperionHome>Location of the Middleware home.
<SelectedProducts>Product components to install to specific tiers. Make
changes in <Product name>, <ProductComponent name>, <InstallTier>, and
<Component>.
<Product name>The name of the product. Enclose product names in
quotation marks, because they are XML attributes.
<ProductComponent name>The component of the product. Enclose
component names in quotation marks, because they are XML attributes.
<InstallTier>The installation tier for the component installation (Client,
Service, WebApplication).
<Component> The services to install.
4. Save the file in XML format.

Executing Response Files


After creating and modifying a response file, you execute it to perform a silent
installation.

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

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2. From the command line, enter a command:

installTool.cmd -silent file name for Windows


installTool.sh -silent file name for UNIX

Where file name includes an absolute path or file name for the response file.
The installation runs in the background.

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Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Installing Foundation Services


Foundation Services installations include Shared Services and
EPM Workspace.

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Installing Foundation Services

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Foundation Services consists of four components:


Shared Services
Workspace

Performance Management Architect


Calculation Manager

Workspace is installed with Shared Services when you select Foundation Services in
EPM System Installer.

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Planning 11.1.2: Installation and Configuration

4-19

Lesson 4

Installing Product Components

Shared Services
Shared Services provides a central framework for creating, provisioning, and maintaining
users; and managing user security across all Hyperion modules, including external
authentication. It also facilitates sharing metadata and infrastructure services. Shared
Services is designed to provide easy integration and interoperability with existing IT
assets.
Shared Services provides user provisioning and external authentication.
User Provisioning and External Authentication
Refer to Lesson 5, Configuring Shared Services, for more information on user
provisioning and external authentication.
Selecting Foundation Services Components
The following table lists the Foundation Services components that you can select to
install:
Foundation Services
Component

Description

Foundation Services Web


Application

Installs the Shared Services and Workspace Web


applications.

Oracle HTTP Server

Installs Oracle HTTP Server if it is not already installed.

WebLogic Application Server

Installs WebLogic Application Server if it is not already


installed.

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NOTE: If you want to use an existing WebLogic Server installation instead of the
WebLogic Server installed by EPM System Installer, note the Middleware
home location for the WebLogic Server installation. During installation, you
must install EPM System products to this same Middleware home. If EPM
System Installer detects an existing WebLogic Server installation in the
installation location, it does not install WebLogic Server.

Workspace

Workspace is a DHTML-based, zero-footprint client. It provides the user interface for


viewing and interacting with content created with authoring studios and financial
applications, including:

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Consolidation application tasks


Planning application tasks

4-20

Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Financial reporting for scheduled or on-demand, highly formatted financial and


operational reporting from most data sources, including Financial Management and
Planning
Interactive reporting for ad hoc relational queries, self-service reporting, and
dashboards against ODBC data sources
Production reporting for high volume enterprise-wide reporting
Web analysis for interactive ad hoc analysis, presentation, and reporting of
multidimensional data
Enterprise metrics for management metrics and analysis presented in easy-to-use,
personalized, interactive dynamic dashboards

Performance Management Architect


Performance Management Architect is the component of Foundation Services that helps
streamline the creation and deployment of financial applications from a central location.
The visual environment provided by Performance Management Architect allows for a
simple and intuitive user experience in modeling the financial business process,
including data, dimensions, and application logic.

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Performance Management Architect helps users configure these dimensions from an


extensible library, link different applications, reuse or move artifacts from one application
to another, and graphically manage data flows between applications. In this way,
Performance Management Architect provides the industrys first business process
modeling tool for building and maintaining Planning and Financial Management
applications.

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Selecting Performance Management Architect Components


The following table lists the Performance Management Architect components that you
can select to install:
Performance Management
Architect Component
Batch Client
File Generator
Web Application

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Description

Installs a command-line tool to access Performance


Management Architect.
Installs the ADS file generator tool.

Installs all components to access Performance Management


Architect through the Internet.

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Planning 11.1.2: Installation and Configuration

4-21

Lesson 4

Installing Product Components

Performance Management
Architect Component

Description

Data Synchronizer Service

Installs the Performance Management Architect data


synchronization engine.

Dimension Server Service

Installs the Performance Management Architect dimension


server.

Installing Microsoft IIS and .Net Framework


To use Performance Management Architect, Microsoft IIS must be installed on the
Dimension server as well as the Financial Management application server. The
application server does not need to have the ASP components enabled.
For Windows 2000 Server, IIS 5.0 is provided.
For Windows 2003, IIS 6.0 is provided. For IIS 6.0, you must enable the following
components:
- Active Server Pages (ASP)
- ASP .NET 2.0 (automatically installed if not present)

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Performance Management Architect requires .NET 2.0 Framework on the machine


where you install the Dimension server. If .NET 2.0 Framework is not installed on your
machine, EPM System Installer automatically installs it.

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Calculation Manager

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Calculation Manager is a feature of Performance Management Architect that is installed


with Foundation Services. It provides the graphical interface for building and calculating
business rules for Planning and Financial Management applications. To use Calculation
Manager, you must install both Performance Management Architect and Calculation
Manager.

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Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Installing Essbase
Essbase installations include the following:

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Installing Essbase

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Essbase is the business analysis server technology that provides an environment for
rapidly developing custom analytic and enterprise performance management
applications. During installation, EPM System Installer installs components and services
for the selected Essbase products and creates Start menu items under All Users.
Planning requires the installation of Essbase and Administration Services. Essbase
Provider Services is required to support Smart View.
Planning does not require the installation of Essbase Integration Services.

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Planning 11.1.2: Installation and Configuration

4-23

Lesson 4

Installing Product Components

Essbase Server and Client


The following table lists the Essbase components that you can install:
Essbase Component

Description

Essbase Services
Server

Installs the Essbase Server, which acts as a shared resource,


handling all data storage, caching, calculations, and data security

Essbase Client

Installs the Essbase thin-client

Administration Services
Administration Services is the cross-platform administration tool for Essbase. It consists
of Administration Server (a Java middle-tier server), and Essbase Administration
Services Console (a thin-client console).

Provider Services
Provider Services is a middle-tier data source provider to the following products:
Essbase

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Planning
Oracle Business Intelligence Enterprise Edition
Smart View, Java API (Essbase data only)
XMLA clients (Essbase data only)

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The software supports highly concurrent analytical scenarios and provides scalability
and reliability in a distributed Web-enabled enterprise environment.

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Essbase Studio

Essbase Studio consolidates cube-construction activities into one interface, enabling


consistent performance for data load and outline build. EPM System Installer installs the
software client

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Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Installing Planning
Planning installations include the following components:

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Installing Planning

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EPM System Installer enables you to install Planning Off-Line Client and Planning Web
Application. Planning Off-Line Client is accessible through Smart View. Planning Web
Application is launched through Workspace.

Planning

Planning provides complete functionality for Web users through Workspace. You use the
Web interface to roll out applications to large, distributed organizations without installing
software on client computers. All software resides on the server
Planning administrators can create two types of applications: classic Planning
applications, which use Business Rules, and Performance Management Architect
Planning applications, which use Calculation Manager business rules. Installation of
Performance Management Architect is optional.

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Lesson 4

Installing Product Components

Off-line Planning
With Offline Planning and Smart View, Planners can disconnect from the Planning server
and work with data forms offline. Planners retrieve data forms from Planning, load them
into Smart View, and take them offline. They can also enter and save data directly to the
Planning server.
You can work with Planning data forms from remote locations when you are not
connected to a Planning server. You can disconnect from the Planning server and work
offline and still be able to use comparable online functionality. Working offline, you can
enter and save data to the Planning server.
Working offline allows you to take a Planning data form in Excel and establish an
impromptu local connection to a data source without being connected to the Planning
server. Thus, you can continue to work on plan data and perform what-if scenarios when
you do not have access to the Planning server. When you take a data form offline, the
Planning server flags the data form status as offline. Data forms associated with a
connection are saved locally on your hard drive. By synchronizing the locally saved data
with the server, you ensure that the data form uses the most recent information.

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Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Installing Reporting and Analysis Framework


Reporting and Analysis Framework installations include the
following:

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Installing Reporting and Analysis Framework

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Reporting and Analysis Framework consists of five components:


Framework Services

Interactive Reporting

SQR Production Reporting


Financial Reporting
Web Analysis

In this class, you install Framework Services, Financial Reporting, and Web Analysis.

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Planning 11.1.2: Installation and Configuration

4-27

Lesson 4

Installing Product Components

Framework Services
Framework Services contains core and common libraries required by Planning
components. It is installed in the services tier of the environment. If you are installing
EPM System products in a distributed environment, you must install one instance of
Framework Services on each host machine.

Financial Reporting
Financial Reporting is a module of Oracle BI EE Plus that enables book-quality, financial
management and reporting. This financial reporting solution can use Financial
Management, Planning, Essbase, as well as SAP BW as data sources.
Financial Reporting provides conditional suppression and automatic calculations that
can be used to focus and filter reports. A graphical, object-based interface enables the
rapid creation of reports that combine grids of data and text, charts, graphs, and images.
A library of reusable report components simplifies and streamlines the process of
building and maintaining complex reports. Users have complete control over layouts,
formatting, fonts, and colors, as well as a flexible range of output options that enable
wide distribution through print, HTML Web pages, PDF, and online viewing. A scalable,
cross-platform report server facilitates easy deployment to large user communities.

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Financial Reporting shares common administration, user management, installation, and


configuration support with other Hyperion BI tools. This common infrastructure provides
one point of access for end users to all content while reducing the maintenance required
for IT professionals.

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The following table describes the Financial Reporting components that you can install:
Components
Studio Client
Web Application

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Reports Server Service

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Description

Installs a Windows authoring client for creating and


editing reports.
Installs all components to access Financial Reporting
through the Internet.
Installs the Financial Reporting Reports Server, which
generates and formats dynamic report or book results,
including specified calculations.

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Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Components

Description

Print Server Service

Installs the Financial Reporting Print Server, which


enables Financial Reporting content to be compiled as
PDF output.

Scheduler Server Service

Installs the Financial Reporting Scheduler Server,


which responds to Financial Reporting scheduled
batch requests and prompts the other Financial
Reporting servers to fulfill the request at the specified
time.

Web Analysis
Web Analysis is a module of Oracle BI EE Plus that delivers powerful, intuitive, Webbased interactive analytics to all corners of the enterprise. A highly graphical and easyto-use interactive interface, it enables users to view their data in a way that makes sense
to them.
Web Analysis provides a broad range of flexible, easy-to-use display types including
grids, charts, pin boards, traffic lighting, and personalization. Users have complete
control over layouts, formatting, fonts, and colors, as well as a flexible array of output
options that enable wide distribution through print, HTML Web pages, PDF, and online
viewing.

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Web Analysis shares common administration, user management, and installation and
configuration support with other Hyperion BI modules of Oracle BI EE Plus. This
common infrastructure provides one point of access for end users to all content while
reducing the maintenance required for IT professionals.

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Planning 11.1.2: Installation and Configuration

4-29

Lesson 4

Installing Product Components

Reporting and Analysis Architecture


Client

Smart View

Authoring studios

EPM Workspace

Application
Web Server

HTTP connector
Financial
Reporting web
application
Web Tier
Services Tier

Workspace and
Interactive Reporting
web application

Production
Reporting service

Web Analysis web


application
Java application server

Financial
Reporting servers

Interactive
Reporting services

Core Services
Database

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Reporting and Analysis Architecture

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The Reporting and Analysis environment is organized into three layers (check for new
architecture slide):
Client Layer
The client layer refers to local interfaces used to author, model, analyze, present, report,
and distribute diverse content, and third-party clients, such as Microsoft Office:
WorkspaceWorkspace is a Web-based, DHTML, zero-footprint client that provides
the user interface for viewing and interacting with content created by the authoring
studios, and enables users to create queries against relational and multidimensional
data sources.

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Windows authoring studiosEach reporting tool has a Windows authoring client


(studio) for creating and editing reports.

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Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Smart ViewSmart View is a Hyperion-specific Microsoft add-in and toolbar from


which users can query Hyperion data sources, including Essbase, Financial
Management, and Planning. In this environment, users can interact with Financial
Management and Planning forms for data input, and can browse the Reporting and
Analysis repository and embed documents in the office environment. Documents are
updated by user request.
Application Layer
The application layer is a middle tier that retrieves requested information and manages
security, communication, and integration. It includes an application layer Web tier and an
application layer services tier.
The application layer Web tier relies upon a J2EE application server and Web server
to send and receive content from Web clients. An HTTP connector is required to link
the Web server and the application server.
The Web tier hosts the Workspace, Interactive Reporting, Financial Reporting, and
Web Analysis Web applications.
The application layer services tier contains services and servers that control
functionality of various Web applications and clients:
- Core services are mandatory for authorization, session management, and
document publication.

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- Interactive Reporting services are core services that support Interactive


Reporting functionality by communicating with data sources, starting RSC
services, and distributing Interactive Reporting client content.

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- Financial Reporting servers support Financial Reporting functionality by


processing batch requests, generating output, and distributing Financial Reporting
client content.
- SQR Production Reporting service responds to scheduled and on-demand
requests by Job Service to run jobs, process data, and generate reports. SQR
Production Reporting service is optimized for high volume reporting through native
drivers, array processing for large data sets, and cursor management. It processes
time-saving data manipulation operations in one pass of the data source and
produces large quantities of reports in online and printed formats. SQR Production
Reporting service is a replicable service.

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Database Layer
Architecturally, databases fall into two fundamental groups: repositories that store
Hyperion system data and data sources that are the subject of analysis, presentation,
and reporting.

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4-31

Lesson 4

Installing Product Components

Installing Smart View

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Installing Smart View

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Most EPM System clients are installed with EPM System Installer; however, Smart View
has its own installer.
To install Smart View:
1. Choose a method:

Download the Smart View ZIP file from E-Delivery, unzip the file to a temporary
location, and launch Smartview.exe.
If you installed and configured Workspace, you can launch the Smart View installer
from within Workspace. Select Tools, then Install, and then Smart View.

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2. Select a language for the Wizard.

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The Smart View Install Wizard is displayed.

3. Review the Welcome Panel, and click Next.

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Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

4. Accept the default destination folder, or click Change to specify a destination folder,
and then click Next.
5. Click Install to begin the installation.
The Smart View client is installed.
6. Click Finish to close the Wizard.
To install Smart View silently:
1. Download the Smart View ZIP file from E-Delivery and unzip the file to a temporary
location.
2. Navigate to the location where you unzipped the Smart View executable, and type
the following: Smartview.exe /s /v /qn
URL=http://myWebServer:19000/workspace/SmartViewProviders
The Smart View client is installed.

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Lesson 4

Installing Product Components

Optional Components
Planning product options include:

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Optional Components

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Planning licenses for the following components may be purchased separately:


Capital Expenditures Planningis a specialized planning module that automates the
planning of capital assets and capital asset related expenses, such as depreciation,
maintenance and insurance. Oracle Hyperion Capital Asset Planning includes prebuilt functionality and best practices that easily plan for all your capital expenses. It is
also directly linked to Oracle Hyperion Planning Plus, so you can immediately assess
the impact of your capital expenses on your overall expenses and financial
statements.
Public Sector Planning and Budgetingis a Web-based integrated budgeting and
planning module in the Oracle Hyperion Enterprise Performance Management
System suite. It helps public sector and higher education organizations manage
existing and projected budgets that are based on reliable information from HRMS
and General Ledger systems.

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4-34

Planning 11.1.2: Installation and Configuration

Lesson 4

Installing Product Components

Workforce Planningis a special-purpose planning module that makes headcount,


salary, and compensation planning fast and efficient across the enterprise. Designed
with pre-built functionality and best practices that are ready to use right out of the
box, it simplifies the planning of workforce and workforce related expenses, such as
bonuses, fringe benefits, overtime and merit increases. It also automatically and
seamlessly links your workforce expense plans into Oracle Hyperion Planning Plus,
to deliver accurate and real-time awareness of the business impact of your workforce
decisions on your overall expense plans.
These components are installed with Planning. Depending on your licensing options, you
can enable these modules during product configuration.

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Planning 11.1.2: Installation and Configuration

4-35

Lesson 4

Installing Product Components

Summary
In this lesson, you should have learned to:
Describe EPM System Installer
Enumerate the steps to install EPM System products
Identify installation options
Create and execute silent installation files
Install Shared Services, Workspace, Performance Management
Architect, and Calculation Manager

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Install Essbase components

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Install Planning and Off-line Planning


Install Reporting and Analysis Framework
Install the Smart View
Install optional product components

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4-36

Planning 11.1.2: Installation and Configuration

L E S S O N

Configuring Shared Services

Objectives
At the end of this lesson, you should be able to:
Describe EPM System Configurator
Describe the Configuration Sequence
Configure Shared Services
Configure the Shared Services and Registry Database Connection

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Configure EPM System Common Settings


Deploy EPM System products to a Weblogic domain

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Register with Oracle Configuration Manager


Set the Shared Services Admin User Password
Configure Foundation Services Web Server

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Configure external user directories

Configure MSAD or LDAP User Directories


Provision users and groups
Create Application Groups

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Lesson 5

Configuring Shared Services

EPM System Configurator Overview


You use EPM System Configurator to configure EPM System
product components.

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

EPM System Configurator Overview

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EPM System Configurator enables you to configure and deploy multiple products on a
single machine or on a multi-server environment. EPM System Configurator is installed
on each machine an EPM System product is installed.
You use EPM System Configurator to configure all but the following EPM System
products:
Smart View client

Spreadsheet Add-in

Data Integration Management

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Data Integration Management Adapters


Data Relationship Management

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When you configure products, EPM System Configurator displays the Common Settings
page once on each machine that you configure.

5-2

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

To launch EPM System Configurator, perform any of the following:


Perform any of the following actions:
On the last page of EPM System Installer, click or Configure.
From the Windows Start menu, select Programs, then Oracle EPM System, then
Foundation Services, and then EPM System Configurator.
Double-click configtool.bat from the
EPM_ORACLE_HOME/common/config/version_number directory.
From the Windows command prompt, navigate to
EPM_ORACLE_HOME/common/config/version_number, and then enter startconfigtool.bat console.
From the UNIX terminal, navigate to
EPM_ORACLE_HOME/common/config/version_number and then enter ./configtool.sh console.

Configuration Prerequisites

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Note the following configuration prerequisites:

If you plan to deploy EPM System products in an SSL-enabled environment, review


the Oracle Hyperion Enterprise Performance Management System Security
Administration Guide before you configure. The SSL implementation you select
affects the options you select during configuration.

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If you plan to integrate Oracle Business Intelligence Enterprise Edition or Oracle


Business Intelligence Publisher with Workspace, you must first perform prerequisite
tasks specified in the Oracle Business Intelligence New Features Guide Release
10.1.3.4.x. After completing the prerequisite tasks, use EPM System Configurator to
configure the Web server to proxy to the Oracle Business Intelligence Enterprise
Edition server.

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Oracle recommends documenting your configuration steps for disaster recovery.

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Planning 11.1.2: Installation and Configuration

5-3

Lesson 5

Configuring Shared Services

Configuration Tasks
Common Tasks

Other Tasks

Common Settings

Configure Database for


Foundation Services
Configure Logical Address
for Web Applications
Configure Oracle
Configuration Manager
Setting the Shared
Services admin user
password

Configure Product
Database
Configure Web Server
Deploy to Application
Server
Product-specific tasks

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuration Tasks

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EPM System Configurator provides tasks for configuration and reconfiguration of EPM
System products.
Note the following when selecting configuration tasks:
Not all tasks are required for all products.

In a new installation, all required tasks are selected by default.


You cannot deselect mandatory tasks, which are selected by default. If the task is
unavailable (dimmed) and selected (checked), the task is performed and you
cannot deselect it.
EPM System Configurator automatically performs some common tasks the first time
you configure any component of a product, such as Shared Services registration.
EPM System Configurator uses the Shared Services Registry to find the location of
Shared Services.

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5-4

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

You can clear tasks that you want to perform later.


Select Check All or Uncheck All to quickly select or deselect all tasks.
Workspace and Shared Services are deployed when you select the Deploy to
Application Server task for Foundation Services.
Common Tasks
When you configure EPM System Products for the first time, you run the following
common tasks:
Common SettingsSelect to create windows services for configured components,
use SSL for Web application server communications (requires manual configuration),
and set up mail servers. EPM System Configurator displays the Common Settings
page once on each machine that you configure.
Configure Database for Foundation ServicesEnter database connection
information for Foundation Services. The Foundation Services database holds the
Shared Services Registry data.
Configure Logical Address for Web applicationsAn optional task. Accept or change
the default logical address for a Web application without redeploying.

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Configure Oracle Configuration ManagerSpecify the contact information to use for


notifications from My Oracle Support and Oracle Configuration Manager.

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Set Shared Services admin user passwordA required task. EPM System
Configurator creates a preprovisioned user called admin that enables you to log on to
Shared Services.

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If you configure on another machine and change any of these options, your new
selections apply for all products and machines that you have not configured. If you
reconfigure on a machine, the new settings apply to any products that you reconfigure
and to future configurations.
Other Tasks
When you configure EPM System products, the following tasks may be required:
Configure Product DatabaseSpecify the database settings to use for the products
that you selected on the Task Selection page.
You can use one database for all products by configuring products all at once or by
selecting the same database during configuration. If you prefer to use a different
database for each product, perform the Configure Database task separately for
each product.

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Planning 11.1.2: Installation and Configuration

5-5

Lesson 5

Configuring Shared Services

Configure Web ServerSelect to deploy to an existing or new Weblogic domain, and


enter Web server connection details.
Deploy to Application ServerAccept or change the application server deployment
information for the products that you selected on the Task Selection page.
Product-specific tasksConfigure product-specific settings. This option is discussed
in succeeding topics and lessons.

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5-6

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Configuration Sequence

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuration Sequence

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By default, EPM System Configurator selects all products to configure.


NOTE: Foundation Services must be installed and configured first for other products
to configure successfully.
Note the following information about configuration sequence:

By default, EPM System Configurator uses the same database for all products you
configure at one time. To use a different database for each product, perform the
Configure Database task separately for each product.

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Automatic Web server configuration with EPM System Configurator is supported only
for the Oracle HTTP Server installed by EPM System Installer or IIS. The Web server
can be on the same machine or on a different machine than Foundation Services. If
you are using a different Web server, you must manually configure the Web server.

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Planning 11.1.2: Installation and Configuration

5-7

Lesson 5

Configuring Shared Services

If you already configured the Web server and you deploy any additional products,
you must run EPM System Configurator again and select the Foundation Services
Configure Web Server task.
You configure the following products after all other EPM System products are configured:
Data Relationship Management
Financial Data Quality Management
Data Integration Management
The configuration sequence for various deployment scenarios is described in the
following sections. After completing the configuration, you must perform the post
configuration tasks required for your product. These tasks are discussed in succeeding
topics and lessons.

Configuring Products on a Single Machine


For all EPM System products installed on the machine, you can configure all EPM
System products at the same time or individually.

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Foundation Services must be installed and configured successfully prior to configuring


other products. If you are configuring multiple products on a machine simultaneously,
EPM System Configurator runs the configuration in the correct order.

Configuring Products in a Distributed Environment

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Foundation Services and the Web server must be installed and configured successfully
prior to configuring other products. Then, for each machine in the deployment, configure
EPM System products either individually or altogether. EPM System Configurator runs
the configuration in the correct order.

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Configuring Products in an SSL-Enabled Environment


If you are configuring EPM System products for SSL, the configuration sequence and
selections you make during configuration depend on the type of SSL implementation you
select. EPM System supports the following types of SSL configuration:
Full SSL Deployment (including data access)
SSL Terminating at the Web Server

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SSL Accelerators (Off-loading)


Two-way SSL

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5-8

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

The EPM System deployment process automatically deploys Oracle's EPM System
products in both SSL and non-SSL modes. For example, a default deployment deploys
Shared Services to port 28080 (non-SSL mode) and 28083 (SSL mode). The SSL port is
determined by adding 3 to the non-SSL port number.
When deploying Shared Services, you must specify whether to use SSL for the entire
EPM System.
NOTE: If you choose to enable SSL for Shared Services, SSL mode is automatically
selected for all products that share the Shared Services Registry.
Selecting the Enable SSL for Communications check box in the EPM System Configurator to
enable SSL does not configure your environment to use SSL. It only sets a flag in the
Shared Services Registry to indicate that all EPM System products that use the
repository must use the secure protocol (HTTPS) for communication. You must complete
additional procedures to enable SSL for your environment. For more information about
these procedures, refer to the Oracle Hyperion Enterprise Performance Management
System Release 11.1.2 Security Administration Guide.

Configuring Products in a Clustered Environment

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Performance System High Availability Guide.

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Clustering Web Applications


Complete the following tasks before setting up a cluster for a EPM System Web
application:

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Set up a Java application server on each node included in the cluster.


Install the EPM System product on each node included in the cluster. Install to the
same file system location on each machine. Using the same file system path on each
physical machine in a cluster is important so that you can set these environment
variables once for the entire cluster, rather than for each node in the cluster:
- All OSCLASSPATH and PATH

- UNIXLD_LIBRARY_PATH, LIBPATH, or SHLIB_PATH

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Configure the EPM System product for manual deployment by selecting the Manual
Deployment option when you run EPM System Configurator for each installation.

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Planning 11.1.2: Installation and Configuration

5-9

Lesson 5

Configuring Shared Services

During EPM System configuration, on the Application Server deployment Panel, click
Setup, and then enter details on the Advanced Setup Panel. Performing this task creates
a cluster in WebLogic.
Note the following information about clustering Web applications:
EPM System Configurator configures a cluster for each managed server.
You should have only one cluster for Foundation Services, Performance
Management Architect, Reporting and Analysis, Calculation Manager, and ERP
Integrator. EPM System Configurator creates a cluster for these products and uses it
as the default cluster. You cannot define a new cluster for these products.
For the Financial Reporting Web application, you can have only one active instance
of the Scheduler component in a clustered environment.
For the Planning Web application, you set up clusters using the Manage Planning
Clusters option in the Task Selection page.
Clustering Essbase
Clustering Essbase databases enables load balancing and failover support. Provider
Services provides parallel clustering, a series of active, duplicate databases that respond
to user requests. You create and manage Essbase clusters in Provider Services, which
supports high availability, failover, and load-balancing capabilities of Essbase databases.

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You can cluster Essbase to provide an active-active configuration of identical databases


that run on one or more Essbase servers. Identical databases have the same outline,
data, and database objects (calculation scripts, report scripts, and so forth).

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You can cluster Essbase Server to provide active-passive failover with write-back
capability. An active-passive Essbase cluster can contain two Essbase servers. To install
an additional Essbase server, you must install an additional instance of Essbase on
another machine.
Note that an Essbase cluster:

Supports read-only operations on the databases; it does not support data write-back
or outline modification.
Does not manage database replication capabilities, such as synchronizing the
changes in one database across all databases in the cluster.
After configuring a set of Essbase servers for clustering, you must define and enable the
cluster under the Provider Services node in the Enterprise View of Administration
Services Console.

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Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

To configure an Essbase cluster:


During configuration with EPM System Configurator, on the Essbase Server
Configuration page, click Cluster Setup and enter the cluster details.
To enable clustered database components in Administration
Ser vices Console:
1. From Enterprise View, under the Hyperion Provider Services node, select a provider.
2. Under the Provider node, select the Analytic Clusters node.
3. Under the Analytic Clusters node, select a cluster.
4. Right-click, and select Edit.
5. For each database component to be enabled, in the Analytic Cluster Panel, select
the component, and click Enable.
The status of the database component changes to Enabled.
6. Click Close.

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NOTE: Components that were part of the cluster definition when Provider Services
was started can be enabled and disabled dynamically without restarting
Provider Services. However, if you add a component to an existing cluster or
create a cluster, you must restart Provider Services for the new cluster
definition to take effect. You cannot enable or disable the newly added
cluster components until you restart Provider Services.

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To disable a database component in a cluster in Administration


Ser vices Console:
1. From Enterprise View, under the Hyperion Provider Services node, select a provider.
2. Under the provider node, select the Essbase Clusters node.
3. Under the Essbase Clusters node, select a cluster.
4. Right-click, and select Edit.

5. For each component to be disabled, in the Essbase Cluster Panel, select the
component, and click Disable.

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6. Click Close.

Planning 11.1.2: Installation and Configuration

5-11

Lesson 5

Configuring Shared Services

Clustering Planning
A cluster is a name for a group of Planning applications and can contain one or many
applications. Each application gets associated with a cluster when an application is
created.
Note that you must configure the Planning database before you can create or edit a
cluster. The default cluster is created after you complete all the other Planning
configuration tasks.
You create, edit, delete, activate, reassociate clusters through the Manage Planning
Clusters task in EPM System Configurator.
Configuring Reporting and Analysis in a Distributed Environment
Considerations for Reporting and Analysis in a distributed environment:
You need only one configuration of Reporting and Analysis Framework services and
Interactive Reporting services on each host. You can replicate these services by
using the Administer section of Workspace. Select Navigate then Administer, then
Reporting and Analysis, and then Services.
Enable only one Reporting and Analysis Logging Service. Multiple Logging Services
can affect where the logs are sent.

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Multiple Global Service Manager (GSM) instances are supported.

When enabling the Reporting and Analysis Publisher Service, enable a


corresponding Repository Service on the same configuration host.

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If you are running multiple instances of the Reporting and Analysis Repository
Service, make sure that all instances share the file system location. You can specify
the file system location during configuration with EPM System Configurator, or by
using the Administer section in Workspace. If you are running this services as a
Windows service, use a UNC path instead of a mapped drive to prevent potential
permissions errors that can occur when Windows attempts to create a mapped drive
at startup.

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Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Performing Silent Configurations


You run the configTool.cmd file to perform silent configurations.

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Performing Silent Configurations

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Silent configurations automate the configuration process so that you can configure EPM
System products on multiple computers without manually specifying configuration
settings on each machine.
To enable silent configurations, record your configuration settings in a response file. You
can then run a silent configuration from the command line, using the configuration
options that were saved in the response file.

Recording Response Files

You can record response files in the following ways:

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Record the configuration settings while performing a configuration.


Record the configuration settings without performing a configuration.

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Planning 11.1.2: Installation and Configuration

5-13

Lesson 5

Configuring Shared Services

To record the configuration settings while performing a


configuration:
1. Navigate to the directory that contains EPM System Configurator. By default, the
directory is EPM_ORACLE_HOME/common/config/version_number.
2. From a command line, run one of the folliwng commands:
configTool.cmd -record file name for Windows
configTool.sh -record file name for UNIX
where file name includes an absolute path or file name for the response file. If you
do not specify a file name, EPM System Configurator creates the file for you:
EPM_ORACLE_HOME/common/config/version_number/configResponse.xml.
EPM System Configurator is launched.
3. Proceed through EPM System Configurator, specifying the options that you want to
record. On the Configuration Confirmation Panel, click Next to perform the
configuration.

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NOTE: When you are recording silent configurations, you can proceed
through EPM System Configurator only one time. (You cannot go
back to the Product Selection Panel to continue with more
configuration tasks.) If you return to the Task Selection Panel, the
response file is rerecorded.

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The products are configured according to the specified installation


settings, and the configuration settings are recorded in the
specified response file in XML format. Passwords are saved in
encrypted format in the response file.
To record configuration settings without performing a configuration:
1. Launch EPM System Configurator.

2. Proceed through EPM System Configurator, specifying the options that you want to
record. On the Configuration Confirmation Panel, click Save to record the settings in a
response file.

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3. Browse to a location to save the response file.

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4. Specify a file name for the response file, and click Save.

5-14

The response file is saved.


Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Modifying Response Files


After you create a response file, you can modify it to customize the configuration options
for certain machines.
TIP: To change the password later, open the response file in a text editor, enter the
password in clear text, and change the <encrypted> parameter to false. The
next time you perform a silent configuration using this response file, EPM
System Configurator encrypts the password and reverts the <encrypted>
parameter to true.

Executing Response Files


After creating and modifying a response file, you execute it to perform a silent
configuration.
To execute a response file:

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1. Copy the response file to the machine on which you want to run the configuration.
You can also copy the file to a network drive that is accessible from the machines on
which you want to configure.
2. From the command line, enter one of the following commands:
configTool.cmd -silent file name for Windows
configTool.sh -silent file name for UNIX

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Where file name includes an absolute path or file name for the response file.
The configuration runs in the background.

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Planning 11.1.2: Installation and Configuration

5-15

Lesson 5

Configuring Shared Services

Running EPM System Configurator for


Shared Services

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Running EPM System Configurator for Shared Services

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When you run EPM System Configurator for Shared Services, you perform the following
tasks:
Configure EPM System Common Settings

Configure the Shared Services and Registry Database Connection


Register Oracle Configuration Manager

Set Shared Services Admin User Password


Configure the Web Server

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Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Configuring the Shared Services and Registry


Database Connection

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Configuring the Shared Services and Registry Database


Connection

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The first time you configure EPM System products, you configure a database for use by
Foundation Services, which includes the Shared Services Registry.
When you configure the Shared Services and Registry database, EPM System
Configurator ensures that the database is connected and is a supported database type.
If a database is detected, you may be prompted to select whether to use the detected
database or create a database.

Shared Services Registry

The Shared Services Registry is stored in the database during Foundation Services
configuration. It is created the first time you configure EPM System products, and it
simplifies configuration by storing and reusing the following information for most EPM
System products that you install.

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Planning 11.1.2: Installation and Configuration

5-17

Lesson 5

Configuring Shared Services

Initial configuration values such as installation directories, database settings, and


deployment settings
Host computer names, ports, servers, and URLs that you use to implement multiple,
integrated, Hyperion products and components
Dependent service data
Configuration changes you make for one product are automatically applied to other
products used in the deployment.
You can view and manage the contents of the Shared Services Registry using Lifecycle
Management in the Shared Services Console. For more information, see Oracle
Hyperion Enterprise Performance Management System Lifecycle Management Guide.
When you upgrade from a previous release of EPM System products, EPM System
Configurator updates the Shared Services Registry for products that you upgrade.

Specifying Database Connection Information


The following table describes the fields that you must complete to configure the Shared
Services and Registry database:

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Field

Description

Connect to a previously
configured Shared
Services database/

When you first configure the Shared Services and Registry


database, select Perform 1st-time configuration of Shared
Services database. This database includes the Shared Services
Registry, which is used to store common information for all
products.

Perform 1st-time
configuration of Shared
Services database

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When you configure in a distributed environment, you must


configure the Shared Services database on every machine. On
the first machine, you are setting up the Shared Services
Registry. For configurations on subsequent machines, select
Connect to a previously configured Shared Services database.
In this case, you are letting the machine know the location of the
Shared Services Registry.
For some products, you can use this same database to store
product information. In this case, each product has its own table
in this database. See Installation Planning Checklist in Oracle
Hyperion Enterprise Performance Management System
Installation Start Here for additional information about database
preparation for each product.

Database Type
Server

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5-18

Select a database type from the list of supported types.


Specify the name of the database server where the Shared
Services database should be created.

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Field

Description

Port

Select the default, or specify a custom server port number on


which the Shared Services database listens.

SID/Service 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 database user name.

Password

Enter the database user password.

Advanced Options
(Optional)

Click to specify additional information, such as JDBC URL


attributes and SSL information.

Initial configuration values such as installation directories, database settings, and


deployment settings
Host computer names, ports, servers, and URLs that you use to implement multiple,
integrated, Hyperion products and components
Dependent service data

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

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You can view and manage the contents of the Shared Services Registry using Lifecycle
Management in the Shared Services Console. For more information, see Oracle
Hyperion Enterprise Performance Management System Lifecycle Management Guide.

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When you upgrade from a previous release of EPM System products, EPM System
Configurator updates the Shared Services Registry for products that you upgrade.

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Planning 11.1.2: Installation and Configuration

5-19

Lesson 5

Configuring Shared Services

Configuring EPM System Common Settings

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring EPM System Common Settings

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Specify settings for all products on all machines that have been identified in the Shared
Services Registry.
If you configure on another machine and change any of these options, your new
selections apply for all products and machines you have not configured. If you
reconfigure on a machine, the new settings apply to any products you reconfigure and to
future configurations.

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Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

The following table describes the options for configuring common settings:
Field

Description

Create Windows Services


for configured components

Select to configure each service as a Windows service that


starts automatically when you start Windows.

(Windows only)
Use SSL for Web
application server
communications

Depending on your SSL implementation, select to use SSL


communication for all Web applications. If this option is selected,
URLs are in the form https.

(Requires manual
configuration)

Note: Selecting this option does not enable secure


communication for the Web application server, and does not
create and load certificates into JREs and JDKs. See Oracle
Hyperion Enterprise Performance Management System Security
Administration Guide for more information.

Mail Server Host

For products that integrate an e-mail feature, which uses


standard Simple Mail Transfer Protocol (SMTP) protocol, specify
the outgoing mail (SMTP) server. To enable e-mail alerts, you
must specify the SMTP server name.

Port

Specify the mail server port number, or accept the default value.
If you are using SSL to communicate with the mail server, enter
an SSL port.

Use SSL to communicate


with mail server

Select to use SSL communication for all e-mail communication.

Mail server requires


authentication to send
email

Specify whether the mail server requires authentication, and


then specify a user name and password.

User Name
Password
Admin Email

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Specify the user name for the SMTP server.


Specify the password for the SMTP server.

Specify the administrator's e-mail address to use for


notifications.

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Planning 11.1.2: Installation and Configuration

5-21

Lesson 5

Configuring Shared Services

Deploying to the Application Server

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Deploying to the Application Server

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EPM System Configurator deploys each application to the WebLogic Server domain you
specified. For a new domain, the domain is created when the first application is
deployed. Each application runs in a separate JVM, except for Shared Services, and
EPM Workspace, which run together and are deployed to the same managed server.
The following table lists the options to define the WebLogic Server domain:
Field

Description

Deploy Web applications


to an existing
domain/Define a new
domain to deploy the Web
applications

Select whether to deploy Web applications to an existing domain


or to a new domain.

Admin Host

For an existing domain, specify the Admin Host.

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5-22

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Field

Description

Domain Name

To define a new domain, enter a domain name. The default


domain name is EPMSystem.
To deploy to an existing domain, specify the domain to use for
deployment.

Admin Port

Accept the default port, or, to change the default, enter a port
number that does not conflict with other applications installed on
your machine.

Admin User

Enter the admin user name for the domain. By default, the admin
user is set to epm_admin.

Admin Password

Enter the admin password or enter a new password for a new


domain.

Confirm Admin Password

If you are defining a new domain, confirm the admin password.

Note the following application server deployment information:


You deploy multiple products to a single domain.
By default, EPM System Configurator deploys 32-bit binaries to 32-bit application
servers on 32bit operating systems, and 64-bit binaries to 64-bit application servers
on 64bit operating systems.
EPM System Configurator deploys the applications to
MIDDLEWARE_HOME/user_projects/domains/<domainName>.

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The EPM Workspace Web application and the Shared Services Web application are
deployed when you select the Hyperion Foundation Deploy to Application Server
task.

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If you are implementing a custom authentication module, you must include its Java
archive (.jar) in the EPM Product classpath. See the Oracle Hyperion Enterprise
Performance Management System Security Administration Guide for detailed
procedures to implement a custom authentication module.
Start and stop scripts are created in
MIDDLEWARE_HOME/user_projects/epmsystem1/bin/.

For each application, in


MIDDLEWARE_HOME/user_projects/epmsystem1/bin/deploymentScripts there is
a setCustomParamsProduct.bat file (.sh extension for UNIX), where you can change
JAVA_OPTIONS when using start scripts.

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EPM System Configurator creates a cluster for each managed server.

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Planning 11.1.2: Installation and Configuration

5-23

Lesson 5

Configuring Shared Services

Registering with Oracle Configuration Manager

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Registering with Oracle Configuration Manager

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Oracle Configuration Manager collects machine configuration and installed Oracle


software information on a regular basis and uploads to it My Oracle Support. EPM
System Configurator displays this page on the first machine you configure and uses the
values for each additional machine in the deployment.
The following table describes options for registering for Oracle Configuration Manager:
Field

Description

Email

Enter the email address to use for notifications from MyOracle


Support.

View Details

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Click or select to see information about Oracle Support policies.

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5-24

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Field

Description

I wish to receive security


updates via My Oracle
Support

Specify whether you want to receive security updates.

My Oracle Support
password

Enter your My Oracle Support password.

NOTE: EPM System Installer installs Oracle Configuration Manager for you in
EPM_ORACLE_HOME/ccr..
For more information about Oracle Configuration Manager, see
http://www.oracle.com/technology/documentation/ocm.html.

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Planning 11.1.2: Installation and Configuration

5-25

Lesson 5

Configuring Shared Services

Setting the Shared Services


Admin User Password

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Setting the Shared Services Admin User Password

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EPM System Configurator creates a preprovisioned user called admin that enables you
to log on to Shared Services after configuration to create and provision users. EPM
System Configurator requires you to specify a new admin password during configuration.
After configuration, you can make provisioning changes to the admin user.
To set the password for the admin user, enter the password in the Password field, and
confirm it by re-entering the password it in the Re-Type Password field.

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Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Configuring the Foundation Services Web Server

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Configuring the Foundation Services Web Server

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You configure the Web server only on the machine on which you want to run the Web
server. If you have already configured the Web server and you deploy any additional
products, you must run EPM System Configurator again and select the Foundation
Services Configure Web Server task.
The following table describes the options for the Web server configuration:
Field

Description

Select Web Server

Select the Web Server.

HTTP Port

Specify the Web server port. If you use SSL, make sure the port
number you enter is a secure port.

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Location of Oracle HTTP


server

Specify or browse to the location of the Web server.

Component

Review the components for which the Web server is being


configured.

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Planning 11.1.2: Installation and Configuration

5-27

Lesson 5

Configuring Shared Services

Configuring External User Directories

Authentication directory

User Management console

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Oracle Hyperion products

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring External User Directories

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External authentication enables you to configure Shared Services to use a separate


authentication directory; the directory contains corporate user information to authenticate
EPM System product users. Each EPM System product enables external authentication
by referencing the Shared Services configuration during the product configuration
process. Users can log on once to access multiple Hyperion products (single sign-on).
When you install and deploy Shared Services, Native Directory, the default user directory
for EPM System products, is configured automatically. You can configure external user
directories to support single sign-on (SSO) and authorization for the products that you
install.
Shared Services Console writes the configuration information to the CSS.xml file that is
packaged with Shared Services.

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Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

You can perform the following user directory management and configuration tasks in the
Shared Services Console:
Configure user directories
Test user directory connections
Edit user directory settings
Delete user directories
Manage the user directory search order
After configuring the directories, you must synchronize them with the Shared Services
database.

Native Directory
By default, Native Directory contains one user account, admin, with a default password
of password. With this user account, you can manage Native Directory user accounts:
Create users

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Modify, delete, deactivate user accounts


Provision and deprovision users and groups

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Generate provisioning reports

External Directories

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You cannot manage external directory users and groups in Shared Services Console.
You can configure Shared Services to work with the users and groups that you created in
external user directories.
The following external directories are supported:

Lightweight Directory Access Protocol (LDAP)-enabled user directories, such as


Oracle Internet Directory
Sun Java System Directory Service 6.3

Microsoft Active Directory 2003 and 2008


IBM Tivoli Director Server 6.2

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Novell eDirectory 8.8


CA Siteminder 6

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Relational databases (Oracle database 10.2.0.04 and later, IBM DBs 9.1 and 9.5,
Microsoft SQL Server 2005 and 2008)

Planning 11.1.2: Installation and Configuration

5-29

Lesson 5

Configuring Shared Services

Configuring MSAD or LDAP User Directories

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring MSAD or LDAP User Directories

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To support SSO and authorization, you must configure external user directories. From
Shared Services Console, you can perform several tasks related to configuring and
managing user directories.
To configure Oracle Internet Director y, MSAD, or other LDAP-enabled
user directories:
1. Using a browser, access the following URL:
http://Web_server_name:port_number/interop

where Web_server_name is the name of the computer where the Web server used
by Foundation Services is running, and port_number is the Web server port.

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2. Click Launch Application.

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5-30

The Shared Services console login page is displayed.

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

3. Enter your user name and password, and click Log On.
NOTE: Initially, the only user who can access Shared Services Console is
admin (the password for admin is specified in EPM System
Configurator when deploying Foundation Services).
4. Select Administration, then Configure User Directories.
The Defined User Directories screen is displayed. This screen
lists all configured user directories, including Native Directory.
5. Click Add.
6. Under Directory Type, select an option:
Lightweight Directory Access Protocol (LDAP) to configure an LDAP-based user
directory other than Active Directory.
Microsoft Active Directory (MSAD) to configure Active Directory.

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7. Click Next.
The Connection Information screen for the selected user directory
type is displayed.

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8. Enter the required parameters. The following table describes the parameters for your
external authentication provider:
Field

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Description

Directory Server

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Select a user directory. Select Other if you are using a user


directory that is not listed.
This property is automatically selected if you chose Active
Directory in step 6.

Name

Enter a descriptive name for the user directory. This is used to


identify a specific user directory if multiple user directories are
configured.

DNS Lookup
Host Name

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Host Name

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Port

Active Directory only: Select this option to enable DNS lookup.


Active Directory only: Select this option to enable static host
name lookup.
Enter the DNS name or IP address of the user directory server.
Use the fully qualified domain name if the user directory is to be
used to support SSO from SiteMinder.
Enter the port number where the user directory is running.

Planning 11.1.2: Installation and Configuration

5-31

Lesson 5

Configuring Shared Services

Field

Description

SSL Enabled

Select to enable secure communication with this user directory.


The user directory must be configured for secure
communication.

Base DN

Enter the distinguished name (DN) of the node where the search
for users and groups should begin. You can also use the Fetch
DNs button to list available base DNs and then select the
appropriate base DN from the list.
Oracle recommends that you select the lowest DN that contains
all EPM System product users and groups.

ID Attribute

Enter a unique user attribute. The recommended value of this


attribute is automatically set for OID orclguid, SunONE
(nsuniqueid), IBM Directory Server (Ibm-entryUuid), Novell
eDirectory (GUID), and Active Directory (ObjectGUID). You may
change the default value to DN if necessary.
Note: Oracle does not recommend the use of DN as the ID
Attribute because it can cause users and groups to lose
provisioning data if they move from the current organizational
unit to another.

Maximum Size

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Enter the maximum number of results that a search can return. If


this value is greater than that supported by the user directory
settings, the user directory value overrides this value.

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For user directories other than Active Directory, leave this blank
to retrieve all users and groups that meet the search criteria.

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For Active Directory, set this value to 0 to retrieve all users and
groups that meet the search criteria.

Trusted

Anonymous Bind

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Select this check box to indicate that this provider is a trusted


SSO source. SSO tokens from trusted sources do not contain
the user's password.
Select this check box to indicate that Shared Services can bind
anonymously to the user directory to search for users and
groups. Can be used only if the user directory allows anonymous
binds. If this option is not selected, you must specify in the User
DN an account with sufficient access permissions to search the
directory where user information is stored.
Oracle recommends that you do not use anonymous bind.

User DN

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Enter the distinguished name of the user that Shared Services


should use to bind with the user directory. This distinguished
name must have read privileges within the Base DN.
Note: This box is disabled if you select Anonymous Bind.

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Field

Description

Append Base DN

Select this check box to append the base DN to the User DN. If
you are using Directory Manager account as the User DN, do not
append Base DN.
Note: This box is disabled if you select Anonymous Bind.

Password

Enter the User DN password.


Note: This box is disabled if you select Anonymous Bind.

Show Advanced Options

Select this check box to display advanced options. For more


information about advanced options, see Oracle Hyperion
Enterprise Performance Management System Release 11.1.2
User and Role Security Guide.

9. Click Next.
The MSAD User Configuration screen is displayed.

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Planning 11.1.2: Installation and Configuration

5-33

Lesson 5

Configuring Shared Services

Configuring MSAD or LDAP Users

You can use the Auto Configure field to quickly retrieve User information.

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring MSAD or LDAP Users

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Shared Services uses the User Configuration properties to create a user URL that is
used to determine the node where search for users begins. Using this URL speeds up
the search.
TIP: The User URL should not point to an alias. EPM System security requires that
the user URL points to an actual user and not its alias.

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5-34

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Oracle recommends that you use Auto Configure to retrieve the required information. If
you want to enter the User information manually, the following table contains the field
definitions:
Field

Description

User RDN

Enter the Relative DN of the user. Each component of a DN is


called an RDN and represents a branch in the directory tree.
The RDN of a user is generally the equivalent of the uid or cn.
Example: ou=people

Login Attribute

Enter the attribute that stores the login name of the user. Users
use the value of this attribute as the User Name while logging
into EPM System products.
Example: uid

First Name Attribute

Enter the attribute that stores the users first name.


Example: givenName

Last Name Attribute

Enter the attribute that stores the users last name.


Example: sn

Email Attribute

Example: mail
Object Class

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Enter the attribute that stores the users email address.

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Enter the object classes of the user (the mandatory and optional
attributes that can be associated with the user). Shared Services
uses the object classes listed in this screen in the search filter.
Using these object classes, Shared Services should find all
users who should be provisioned.

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You can manually add additional object classes if needed. To


add an object class, enter the object class name into the Object
Class box and click Add.
To delete object classes, select the object class and click
Remove.
Example: person, organizationalPerson, inetorgperson

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Planning 11.1.2: Installation and Configuration

5-35

Lesson 5

Configuring Shared Services

Field

Description

Show Advanced Options

Select this check box to enable the use of a filter to retrieve


users during search operations.

Filter to Limit Users

Enter an LDAP query that retrieves only the users that are to be
provisioned with EPM System product roles. For example, the
LDAP query (uid=Hyp*) retrieves only users whose names start
with the prefix Hyp.
The User Configuration screen validates the User RDN and
recommends the use of a user filter, if required.
After entering the user filter, click Execute Filter to validate the
query by getting a count of the number of users that will be
retrieved using the filter.
The user filter is used to limit the number of users returned
during a query. It is especially important if the node identified by
the user RDN contains many users that need not be provisioned.
User filters can be designed to exclude the users that are not to
be provisioned, thereby improving performance.

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5-36

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Configuring MSAD or LDAP Groups

You can use the Auto Configure field to quickly retrieve Group information.

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring MSAD or LDAP Groups

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Shared Services uses the uses the Group Configuration properties to create a URL to
determine the node where searches for groups begin. Using this URL speeds up the
search.
TIP: The group URL should not point to an alias. EPM System security requires that
the group URL points to an actual group and not its alias.
Data entry in the Group Configuration screen is optional. If you do not enter the group
URL settings, Shared Services searches within the Base DN to locate groups, which can
negatively affect performance, especially if the user directory contains many groups.

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If you do not plan to provision groups, or if users are not categorized into groups on the
user directory, you can clear the Support Groups checkbox to disable the fields on this
screen.

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Planning 11.1.2: Installation and Configuration

5-37

Lesson 5

Configuring Shared Services

If you are supporting groups, Oracle recommends that you use the Auto Configure field
to retrieve the required information. If you want to enter the group information manually,
the following table contains the field definitions:
Field

Description

Group RDN

Enter the Relative DN of the group. Each component of a DN is


called an RDN and represents a branch in the directory tree.
This value, which is relative to the Base DN, is used as the group
URL.
Specify a Group RDN that identifies the lowest user directory
node in which all the groups that you plan to provision are
available.
The Group RDN has a significant impact on login and search
performance. Because it is the starting point for all group
searches, you must identify the lowest possible node in which all
groups for EPM System products are available. To ensure
optimum performance, the number of groups present within the
Group RDN should not exceed 10,000. If more groups are
present, use a group filter to retrieve only the groups you want to
provision.
Note: Shared Services displays a warning if the number of
available groups within the Group URL exceeds 10,000.
Example: ou=Groups

Name Attribute
Object Class

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Enter the attribute that stores the group name.


Example: cn

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Enter the object classes of the group. Shared Services uses the
object classes listed in this screen in the search filter. Using
these object classes, Shared Services should find all groups
associated with the user.

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If needed, you can manually add additional object classes by


entering the object class name into the Object class text box and
clicking Add.
To delete object classes, select the object class and click
Remove.
Example: groupofuniquenames?uniquemember

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Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Field

Description

Show Advanced Options

Select this check box to enable the use of a filter to retrieve


groups during search operations.

Filter to Limit Groups

Enter an LDAP query that retrieves only the groups that are to
be provisioned with EPM System product roles. For example,
the LDAP query (|(cn=Hyp*)(cn=Admin*)) retrieves only
groups whose names start with the prefix Hyp or Admin.
After entering the group filter, click Execute Filter to validate the
filter by getting a count of the number of groups that will be
retrieved by the filter.
With the group filter, you limit the number of groups returned
during a query. It is especially important if the node identified by
the Group RDN contains a large number of groups that need not
be provisioned. Filters can be designed to exclude the groups
that are not to be provisioned, improving performance.

Testing User Directory Connections


After configuring a user directory, test the connection to ensure that Shared Services can
connect to the user directory using the current settings.
To test a user director y connection:

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1. From Shared Service Console, select Administration, and then Configure User
Directories.
The Defined User Directories screen is displayed.

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2. From the list of user directories, select an external user directory configuration to
test.
3. Click Test.

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A status message indicating the test result is displayed.


4. Click OK.

Managing User Directory Search Order


When you configure an external user directory, Shared Services automatically adds the
user directory to the search order and assigns it the next available search sequence. The
search order is used to cycle through configured user directories when EPM System
searches for users and groups.

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You can remove a user directory from the search order, in which case Shared Services
automatically reassigns the search order of the remaining directories. User directories
not included in the search order are not used to support authentication and provisioning.

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Planning 11.1.2: Installation and Configuration

5-39

Lesson 5

Configuring Shared Services

NOTE: Shared Services terminates the search for the user or group when it
encounters the specified account. Oracle recommends that the corporate
directory that contains most of the EPM System users be placed at the top of
the search order. If a user has multiple accounts within a user directory,EPM
System retrieves the account that the search first encounters.
By default, Native Directory is set as the first directory in the search order. Additional
user directories are given the next available sequence number in the search order. You
can perform the following tasks to manage the search order:
Add a User Directory to a search order
Change the search order
Remove a search order assignment

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5-40

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Provisioning Users and Groups


Authentication
Oracle Hype rion product

CSS
CSS
ACL

Provisioning
Get
provisioning
information

Registration

Shared Servic es

Registration

E PM Configurator

Provisioning and
Regis tration

Externa l
user directory

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Relational database

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Provisioning Users and Groups

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User provisioning is the process of granting roles and access control to EPM System
product users. A role is a set of permissions that determines user access to product
functions. Each product provides several default roles tailored to suit various business
needs. Predefined roles from each application registered with Shared Services are
available from Shared Services Console. These roles are used for provisioning. You may
also create additional roles that aggregate the default roles to suit specific requirements.
The process of granting users and groups specific access permissions to EPM System
resources is called provisioning. Provisioning is managed at the user or group levels by
Provisioning Managers or Shared Services Administrators assigning one or more EPM
System application roles to a user or group.

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Planning 11.1.2: Installation and Configuration

5-41

Lesson 5

Configuring Shared Services

Available Roles
A role is a construct, similar to an access control list, that defines the access permissions
granted to users and groups to perform functions on Oracle's Hyperion resources. It is a
combination of resource or resource types.
Access to Oracle's Hyperion application resources is restricted. Users can access
application resources only after a role that provides access is assigned to the user or to
the group to which the user belongs. Access restrictions based on roles enable
administrators to control and manage application access.
As the Shared Services administrator or provisioning manager for an application, only
you can provision users. Based on roles assigned, users can perform specific tasks and
access content in various applications. You manage provisioning at the user or group
level; that is, you select users or groups and then provision them with roles for
applications or for Shared Services global roles.

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5-42

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

Global Roles
Global roles are Shared Services roles that enable users to perform certain tasks within
the Shared Services Console. The following table describes some global rules:
Role

Description

Administrator

The Administrator role provides control over all products that


integrate with Shared Services. It enables more control over
security than any other Hyperion product roles and should
therefore be assigned sparingly. Administrators can perform
all administrative tasks in Shared Services Console and can
provision themselves.
This role grants broad access to all applications registered
with Shared Services. The Administrator role is, by default,
assigned to the admin Native Directory user, which is the
only user available after you deploy Shared Services. This
user account is initially used to create accounts for other
administrators. For example, the Shared Services
Administrator assigns other administrative users either the
Directory Manager or Provisioning Manager role (a product
specific role assigned for individual applications). In turn,
these users manage general user access to applications.

Directory Manager

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The Directory Manager role creates and manages users and


groups within Native Directory.

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The recommended practice is to grant one user the Directory


Manager role and another user the Provisioning Manager
role. Otherwise, Directory Managers can provision
themselves. For example, if a user is assigned both roles for
a Financial Management application, this user can create a
new user, assign the user any role within the application, and
log in as the new user, thereby granting personal access to
the Financial Management application.

Project Manager
LCM Manager

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The Project Manager role creates and manages projects


within Shared Services.
The LCM Manager role executes the Life Cycle
Management Utility to promote artifacts and data across
product environments and operating systems.

Predefined Roles
Predefined roles are built-in roles in Hyperion products. You cannot delete these roles
from the product. Predefined roles are registered with Shared Services during the
application registration process.

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Planning 11.1.2: Installation and Configuration

5-43

Lesson 5

Configuring Shared Services

Aggregated Roles
Aggregated roles are custom roles that aggregate multiple product roles within an Oracle
Hyperion product. An aggregated role consists of multiple roles, including other
aggregated roles. For example, a Shared Services Administrator or Provisioning
Manager can create a role for Planning that combines the Planner and View User roles
into an aggregated role. Aggregating roles can simplify the administration of products
that have a large number of granular roles.
You cannot create an aggregated role that spans products, and you cannot include
global Shared Services roles in aggregated roles. Aggregated roles are also known as
custom roles.

Provisioning Sequence
Shared Services communicates with the following repositories for provisioning:
The Shared Services relational database contains product registration information.
The OpenLDAP database contains role-provisioning information.
The product repositories contain authentication privileges that are product-specific.

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The external authentication directory contains user credentials and group hierarchy
information.

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When you log on to a Hyperion product, the product performs the following
authentication tasks:

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1. The product checks the user credentials in a user directory (native or external).

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This mandates each Hyperion application user to have an account on the user
directory.
2. The product communicates with Shared Services to check the verified information
against the role provisioning information in the OpenLDAP database.
3. The product checks the verified OpenLDAP credentials against the product
credentials.
To provision users or groups:

1. Launch Shared Services console by selecting Start, then Programs, then Hyperion,
then Foundation Services, then Shared Services Console.

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2. Click on your user directory and search for users or groups.

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3. Right-click the user or group and select Provision.

5-44

The Provisioning tab is displayed.


Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

4. Optional: Select a view.


Roles can be displayed in a hierarchy (tree) or a list. You must drill
down the hierarchy to display available roles. The list view lists all
available roles but does not show their hierarchy.
5. Select one or more roles, and click Add.
The selected roles are displayed in Selected Roles.
6. Click Save.
A dialog box, which indicates that the provisioning process is
successful, is displayed.
7. Click OK.

Deprovisioning Users and Groups


When you deprovision users or groups, you remove the assigned roles from an
application. Shared Services Administrators can deprovision roles from several
applications. Provisioning managers of applications can deprovision roles from their
applications. For example, assume that the group Sales_West is provisioned with roles
from Planning. If this group is deprovisioned by a Planning Provisioning Manager, only
the roles from Planning are removed.

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1. Launch Shared Services console by selecting Start, then Programs, then Hyperion,
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2. Locate a user or group to provision by clicking on your user directory and searching
for users or groups.
3. Right-click the user or group, and select Deprovision.

4. On the Deprovisioning tab, perform an action, and click OK.


Select one or more applications.

Select all available applications by selecting Check All.


5. Click OK.

6. Click OK in the confirmation dialog box.

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7. Click OK in the Deprovision Summary page.

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Planning 11.1.2: Installation and Configuration

5-45

Lesson 5

Configuring Shared Services

Generating Provisioning Reports

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Generating Provisioning Reports

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You can report on user-provisioning information in Shared Services Console.


Provisioning reports can contain information on users and groups assigned to roles from
selected applications and roles from selected applications assigned to one or more
users.
To generate provisioning reports in Shared Ser vices Console:
1. Select Administration, then View Report.
2. Enter report generation parameters.
3. Click Create Report.

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The report is displayed on the Provision Report tab.

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4. Click Print Preview.

5-46

The report is displayed in View Report window.

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

5. Click Print.
6. Select a printer, and click Print.
7. Click Close.

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Planning 11.1.2: Installation and Configuration

5-47

Lesson 5

Configuring Shared Services

Creating Application Groups


Application groups are containers for Hyperion applications.

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Creating Application Groups

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An application group is a container for Oracle's Hyperion applications. For example, an


application group may contain a Planning application and one or more Reporting and
Analysis applications.
Applications that are registered with Shared Services but do not yet belong to a
application group are listed under Default Application Group node within the Application
Groups node in Shared Services Console.
An application can belong to only one application group, but a application group may
contain multiple applications. You can start the provisioning process even if the
applications are not assigned to application groups. You can provision applications listed
in the Default Application Group node and then move them to a application group without
losing provisioning information.

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5-48

Planning 11.1.2: Installation and Configuration

Lesson 5

Configuring Shared Services

NOTE: You must be a Shared Services Administrator or Project Manager to create


and manage application groups. Shared Services Administrators can work
with all registered applications but a Project Manager can work only with the
application for which that person is the project manager.

To create an application group:


1. Launch Shared Services console by selecting Start, then Programs, then Hyperion,
then Foundation Services, and then Shared Services Console.
2. Right-click Application Groups in the Object Palette, and select New.
The New Application Group page opens.
3. Enter a unique application group name in Name text box and an optional description
in Description box.
4. Perform the following actions to assign applications to this application group:

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existing application group.

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b. Click Update List. The Available Applications list displays the applications that you
can assign to the application group.

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c. From Available Applications, select the applications to assign to the project and
click Add.

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The selected applications appear in the Assigned Applications list.


5. Click Finish.

6. Perform an action:

Click Create Another to create another application group.


Click OK to close the status page.

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Planning 11.1.2: Installation and Configuration

5-49

Lesson 5

Configuring Shared Services

Summary
In this lesson, you should have learned to:
Describe EPM System Configurator
Describe the Configuration Sequence
Configure Shared Services
Configure the Shared Services and Registry Database Connection
Configure EPM System Common Settings
Deploy EPM System products to a Weblogic domain
Register with Oracle Configuration Manager

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Set the Shared Services Admin User Password


Configure Foundation Services Web Server
Configure external user directories

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Configure MSAD or LDAP User Directories

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Provision users and groups


Create Application Groups

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5-50

Planning 11.1.2: Installation and Configuration

L E S S O N

Configuring Performance Management


Architect and Calculation Manager

Objectives
At the end of this lesson, you should be able to:
Configure Performance Management Architect
Configure Calculation Manager

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Lesson 6

Configuring Performance Management Architect and Calculation Manager

Configuring Performance Management Architect

Server components

RDBMS

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Configuring Performance Management Architect

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You perform the following tasks to configure Performance Management Architect:


Configure Database

Deploy to Application Server

Configure Interface Data Source (Optional)

The Interface Datasource Configuration task is required only if you want to use interface
tables in Performance Management Architect. Interface tables are database tables used
to import data and metadata from external systems into Architect.

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Planning 11.1.2: Installation and Configuration

Lesson 6

Configuring Performance Management Architect and Calculation Manager

Configuring the Performance Management


Architect Database

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Configuring the Performance Management Architect Database

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Specify the database settings to use for the products that you selected on the Task
Selection Panel. For ease of deployment and simplicity, for a new installation, you can
use one database for all products (the default when you configure all products at the
same time). If you want to use a different database for each product, perform the
Configure Database task separately for each product.

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Planning 11.1.2: Installation and Configuration

6-3

Lesson 6

Configuring Performance Management Architect and Calculation Manager

The following table describes the fields that you must complete to configure a database
for Performance Management Architect:
Field

Description

Database connection
information

Confirm the list of products for which you want to configure the
database. The list is determined by the products that you initially
selected to configure.
To create different databases for each product, select only one
product at a time and run EPM System Configurator again to
configure the database for another product.

Use an already defined


database

Select a previously configured database, or specify the name of


a new database to configure.

Create a new database

Note: This task assumes that you already created the database.
It does not create the database.

Database Type

Select a database type from the list of supported types.

Server

Specify the name of the computer or server that is hosting the


database.

Port

Select the default, or specify a custom server port number on


which the database listens.

SID/Service Name

Specify the name of the database.

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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.

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Advanced Options
(Optional)

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Click to specify additional information, such as JDBC URL


attributes and SSL information.

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Planning 11.1.2: Installation and Configuration

Lesson 6

Configuring Performance Management Architect and Calculation Manager

Deploying Performance Management Architect


to the Application Server

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Deploying Performance Management Architect to the Application


Server

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Specify the application server options. The following table describes the options for a
WebLogic application server deployment configuration:
Field

Description

Ear/War

Select the components to deploy.

Name

Displays the server name.

Port

Accept the default port, or enter a port number that does not conflict with other
applications installed on this machine.

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Planning 11.1.2: Installation and Configuration

6-5

Lesson 6

Configuring Performance Management Architect and Calculation Manager

Field

Description

SSL Port

Accept the default port or specify the SSL port to use for deployment.
Specifying this port sets up SSL using the Java application server's default
certificates.
See the Oracle Hyperion Enterprise Performance Management System
Security Administration Guide for recommendations on updating the Java
application server with a valid certificate.

Set up

Click Set up to specify the logical address that the products use to connect to the
Web application server. Select this option when the Web applications do not
communicate with the Web application server directly, as in the following
scenarios:
You set up a cluster with a load balancer.
You are using an SSL offloader.

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6-6

Planning 11.1.2: Installation and Configuration

Lesson 6

Configuring Performance Management Architect and Calculation Manager

Creating an Interface Datasource

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Creating an Interface Datasource

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Creating an interface datasource is required if you want to use interface tables in


Performance Management Architect. Interface tables provide a database interface that
enable you to import metadata and data from external systems into the Dimension
Library. You configure the tables by creating data source links that can be used during
import profile creation and data synchronization.
NOTE: This task is optional for the initial configuration.

You can configure an interface data source only on the machine on which the Dimension
Server is installed. You must register with Shared Services before you can perform this
task.

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Planning 11.1.2: Installation and Configuration

6-7

Lesson 6

Configuring Performance Management Architect and Calculation Manager

NOTE: Make sure to use a database other than your repository database for the
interface datasource.
The following table describes the options for configuring the Performance Management
Architect interface datasource:
Field

Description

Database type

Displays the database type.

Datasource name

Accept the default name, or enter a name for the datasource.

Server

Accept the default name, or enter the name of the server hosting
the database. (The default name is based on the database type.)

Port

Select the default, or enter the port number of the server hosting
the database. (The default port is based on the database type.).

SID/Service Name

Enter the database name to use as an interface data source.

User

Enter the database user name.

Password

Enter the database user password.

Create interface tables

Select to create the interface tables in the database. Oracle


recommends that you select this option.

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6-8

Planning 11.1.2: Installation and Configuration

Lesson 6

Configuring Performance Management Architect and Calculation Manager

Configuring Calculation Manager

RDBMS

Server components

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring Calculation Manager

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You perform the following tasks to configure Calculation Manager:


Configure Database

Deploy to Application Server

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Planning 11.1.2: Installation and Configuration

6-9

Lesson 6

Configuring Performance Management Architect and Calculation Manager

Configuring the Calculation Manager Database

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Configuring the Calculation Manager Database

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Specify the database settings to use for the products that you selected on the Task
Selection Panel. For ease of deployment and simplicity, for a new installation, you can
use one database for all products (the default when you configure all products at the
same time). If you want to use a different database for each product, perform the
Configure Database task separately for each product.

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6-10

Planning 11.1.2: Installation and Configuration

Lesson 6

Configuring Performance Management Architect and Calculation Manager

The following table describes the fields that you must complete to configure a database
for Calculation Manager:
Field

Description

Database configuration for


the following products

Confirm the list of products for which you want to configure the
database. The list is determined by the products that you initially
selected to configure.
To create different databases for each product, select only one
product at a time and run EPM System Configurator again to
configure the database for another product.

Use an already defined


database

Select a previously configured database, or specify the name of


a new database to configure.

Create a new database

Note: This task assumes that you already created the database.
It does not create the database.

Database Type

Select a database type from the list of supported types.

Server

Specify the name of the computer or server that is hosting the


database.

Port

Select the default, or specify a custom server port number on


which the database listens.

SID/Service Name

Specify the name of the database.

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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.

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Advanced Options
(Optional)

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Click to specify additional information, such as JDBC URL


attributes and SSL information.

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Planning 11.1.2: Installation and Configuration

6-11

Lesson 6

Configuring Performance Management Architect and Calculation Manager

Deploying Calculation Manager


to the Application Server

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Deploying Calculation Manager to the Application Server

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Specify the application server options. The following table describes the options for a
WebLogic application server deployment configuration:
Field

Description

Ear/War
Name

Select the components to deploy.


Displays the server name.

Port

Accept the default port, or enter a port number that does not
conflict with other applications installed on this machine.

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6-12

Planning 11.1.2: Installation and Configuration

Lesson 6

Configuring Performance Management Architect and Calculation Manager

Field

Description

SSL Port

Accept the default port or specify the SSL port to use for
deployment. Specifying this port sets up SSL using the Java
application server's default certificates.
See the Oracle Hyperion Enterprise Performance Management
System Security Administration Guide for recommendations on
updating the Java application server with a valid certificate.

Set up

Click Set up to specify the logical address the products use to


connect to the Web application server. Select this option when
the Web applications do not communicate with the Web
application server directly, as in the following scenarios:
You set up a cluster with a load balancer.
You are using an SSL offloader.

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Planning 11.1.2: Installation and Configuration

6-13

Lesson 6

Configuring Performance Management Architect and Calculation Manager

Summary
In this lesson, you should have learned to:
Configure Performance Management Architect
Configure Calculation Manager

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6-14

Planning 11.1.2: Installation and Configuration

L E S S O N

Configuring Essbase

Objectives
At the end of this lesson, you should be able to:
Configure Essbase
Externalize users in Administration Services
Add Essbase Servers in Administration Services

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Lesson 7

Configuring Essbase

Configuring Essbase

Embedded Java container

Server components

Administration Services database

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring Essbase

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You perform the following tasks to configure Essbase components:


Register Essbase, Administration Services, and Provider Services with Shared
Services
Register Essbase Server as a Windows service

Configure the Administration Services and Essbase Studio database


Deploy Essbase, Administration Services, and Provider Services to application
servers
You can run these configuration tasks separately or all at one time.

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EPM System Configurator configures the instance of Essbase that you selected on the
Task Selection Panel. If you installed a second instance of Essbase Server, it appears as
Essbase-<n> on the Task Selection Panel.

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Planning 11.1.2: Installation and Configuration

Lesson 7

Configuring Essbase

During configuration, if you do not select Deploy Essbase in Standalone mode, EPM
System Configurator automatically registers Essbase with Shared Services and writes
the Shared Services connection information to the essbase.cfg file.
In Windows, EPM System Configurator automatically sets environment variables. The
Essbase installation location, known as ESSBASEPATH, is also set automatically as a user
variable.
NOTE: The Essbase installation location is stored in a variable. Previous versions of
Essbase used ARBORPATH to refer to the installation location.
ARBORPATH now refers to the application location.

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Planning 11.1.2: Installation and Configuration

7-3

Lesson 7

Configuring Essbase

Configuring the Essbase Studio and


Administration Services Database

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Configuring the Essbase Studio and Administration Services Database

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The following table describes the fields that you must complete to configure a database
for Essbase Studio and Administration Services:
Field

Description

Database configuration for


the following products

Confirm the list of products for which you want to configure the
database. The list is determined by the products that you initially
selected to configure.
To create different databases for each product, select only one
product at a time and run EPM System Configurator again to
configure the database for another product.

Use an already defined


database

Select a previously configured database, or specify the name of


a new database to configure.

Create a new database

Note: This task assumes that you already created the database.
It does not create the database.

Database Type

Select a database type from the list of supported types.

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Planning 11.1.2: Installation and Configuration

Lesson 7

Configuring Essbase

Field

Description

Server

Specify the name of the computer or server that is hosting the


database.

Port

Select the default, or specify a custom server port number on


which the database listens.

SID/Service 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.

Advanced Options
(Optional)

Click to specify additional information, such as JDBC URL


attributes and SSL information.

In this class, you use the same database tablespace for both Essbase Studio and
Administration Services. If you want to use separate databases or tablespaces, run the
configuration separately for Essbase Studio and Administration Services.

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Planning 11.1.2: Installation and Configuration

7-5

Lesson 7

Configuring Essbase

Deploying Administration Services and


Provider Services to the Application Server

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Deploying Administration Services and Provider Services to the


Application Server

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Specify the application server options. The following table describes the options for a
WebLogic application server deployment configuration:
Field

Description

Ear/War
Name

Select the components to deploy.


Displays the server name.

Port

Accept the default port, or enter a port number that does not conflict with
other applications installed on this machine.

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7-6

Planning 11.1.2: Installation and Configuration

Lesson 7

Configuring Essbase

Field

Description

SSL Port

Accept the default port or specify the SSL port to use for deployment.
Specifying this port sets up SSL using the Java application server's default
certificates.
See the Oracle Hyperion Enterprise Performance Management System
Security Administration Guide for recommendations on updating the Java
application server with a valid certificate.

Set up

Click Set up to specify the logical address that the products use to connect
to the Web application server. Perform this action when the Web
applications do not communicate directly with the Web application server,
as in the following scenarios:
You set up a cluster with a load balancer.
You used an SSL offloader.

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Planning 11.1.2: Installation and Configuration

7-7

Lesson 7

Configuring Essbase

Configuring the Essbase Server

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Configuring the Essbase Server

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You enter the information in the following table when configuring the Essbase Server:
Field

Description

Essbase Instance
Name

Enter a name for this instance of Essbase.

Agent Port Number

Accept the default port number on which the Essbase Server listens
for client requests. If you change the default value, be sure to enter
a port number that is not used by other programs.
The port value is stored in essbase.cfg.

Start Port

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Enter the first port number that Essbase Server tries to use to
connect.

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7-8

Planning 11.1.2: Installation and Configuration

Lesson 7

Configuring Essbase

Field

Description

End Port

Enter the highest port number that Essbase Server can use to
connect.
Essbase uses at least two ports for each application. For a large
number of applications, you need a larger port range.

Full path to application


location

The file path for applications. Previous versions of Essbase used


ARBORPATH to refer to the installation location.
If you are upgrading from a previous release of Essbase, specify the
same application location that you used in the previous release.

Set the language to be


used by Essbase

The ESSLANG variable is a locale definition, including a code page


specification that maps bit combinations to characters. For example,
to support American English, set ESSLANG to
English_UnitedStates.Latin1@Binary.
Verify the operating system locale setting on your computer and
select the matching ESSLANG value. The ESSLANG setting for a
computer must agree with the locale setting of the computers
operating system.
You must select the correct ESSLANG setting for Essbase products
to start successfully. The setting can affect the function of
applications and databases.

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In Windows, if ESSLANG is already set on the computer (for


example, if you are upgrading from a previous release), the current
value is selected by default.
Set the ARBORPATH
environment variable

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Specify whether you want EPM System Configurator to update the


PATH and ARBORPATH environment variables.

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If you do not update the environment variables during configuration,


you must update them manually.

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Deploy Essbase in
Standalone mode

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Select to use legacy security for Essbase Server instead of Shared


Services security. The configuration summary indicates that
Essbase registration with Shared Services failed.

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Planning 11.1.2: Installation and Configuration

7-9

Lesson 7

Configuring Essbase

Externalizing Users in Administration Services

Essbase
Administration
Console

Essbase local users

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Shared Services

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Externalizing Users in Administration Services

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With Essbase, you provision with two levels of roles: Essbase Server roles and Essbase
application roles. These roles are granted and managed through Shared Services
Console. Provisioning information on Essbase application roles is stored in the Shared
Services repository.
In addition to roles, Essbase uses access control on dimension members, filters, and
calculation scripts. Security filters may also be used to limit access. Access control
information on Essbase artifacts is stored in the essbase.sec security file.
Note the following externalization guidelines:

The admin user of Administration Services is automatically externalized to Shared


Services if Essbase is deployed in Shared Services mode using EPM System
Configurator.

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If you convert a stand-alone Essbase instance to Shared Services mode, you must
externalize the admin user from Administration Services. See Administration
Services Online Help for instructions.

7-10

Planning 11.1.2: Installation and Configuration

Lesson 7

Configuring Essbase

By default, Shared Services users can log on to Administration Services Console. The
activities that users can perform in Administration Services Console and the Essbase
Server are defined by the user's Essbase Server role assignments.
If you deploy Essbase in Shared Services mode, the Shared Services admin user
account is used initially to administer Essbase Server and applications.

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Planning 11.1.2: Installation and Configuration

7-11

Lesson 7

Configuring Essbase

Adding Essbase Servers

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Adding Essbase Servers

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Connections to individual Essbase Servers are handled by the middle tier Essbase
Administration Server. Before you can view application outlines in Administration
Services Console, you must add Essbase Servers to Enterprise View. You can assign
each user a different set of Essbase Servers and applications depending on their job
function.
To add Essbase Ser vers to Enterprise View:
Perform one of the following actions:

In Enterprise View, right-click Essbase Servers, and select Add Essbase Server.

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From the menu, select Actions, and then Add Essbase Server.

When you add Essbase Servers, you have the option to use single sign-on (SSO), which
enables you to manage users through Shared Services.

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7-12

Planning 11.1.2: Installation and Configuration

Lesson 7

Configuring Essbase

Summary
In this lesson, you should have learned to:
Configure Essbase
Externalize users in Administration Services
Add Essbase Servers in Administration Services

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Planning 11.1.2: Installation and Configuration

7-13

Lesson 7

Configuring Essbase

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7-14

Planning 11.1.2: Installation and Configuration

L E S S O N

Configuring Planning

Objectives
At the end of this lesson, you should be able to:
Configure Planning
Manage Planning clusters

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Lesson 8

Configuring Planning

Configuring Planning

Instances

RDBMS

Server components

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring Planning

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You perform the following tasks to configure Planning:


Configure Product Options
Configure Database

Deploy to Application Server


Manage Planning Clusters

The Manage Planning Clusters task is enabled after you complete the first three tasks.

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8-2

Planning 11.1.2: Installation and Configuration

Lesson 8

Configuring Planning

Enabling Separately Licensed Product Options

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Enabling Separately Licensed Product Options

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This step enables you to select products that you purchased. The available products
depend on your purchase and licensing agreements.
For the example on the slide, you can select the following products:
Capital Expenditures Planning

Public Sector Planning and Budgeting


Workforce Planning

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Planning 11.1.2: Installation and Configuration

8-3

Lesson 8

Configuring Planning

Configuring the Planning System Database

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring the Planning System Database

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Specify the database settings to use for the products that you selected on the Task
Selection Panel. For ease of deployment and simplicity, for a new installation, you can
use one database for all products (the default when you configure all products at the
same time). If you want to use a different database for each product, perform the
Configure Database task separately for each product.
Planning requires a system database and a separate database for each application that
you create. You configure the Planning system database with EPM System Configurator.
You configure databases used by applications in Planning or Performance Management
Architect.

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8-4

Planning 11.1.2: Installation and Configuration

Lesson 8

Configuring Planning

The following table describes the fields that you must complete to configure a database
for Performance Management Architect:
Field

Description

Database configuration for


the following products

Confirm the list of products for which you want to configure the
database. The list is determined by the products that you initially
selected to configure.
To create different databases for each product, select only one
product at a time and run EPM System Configurator again to
configure the database for another product.

Use an already defined


database

Select a previously configured database, or specify the name of


a new database to configure.

Create a new database

Note: This task assumes that you already created the database.
It does not create the database.

Database Type

Select a database type from the list of supported types.

Server

Specify the name of the computer or server that is hosting the


database.

Port

Select the default, or specify a custom server port number on


which the database listens.

SID/Service Name

Specify the name of the database.

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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.

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Advanced Options
(Optional)

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Click to specify additional information, such as JDBC URL


attributes and SSL information.

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Planning 11.1.2: Installation and Configuration

8-5

Lesson 8

Configuring Planning

Deploying Planning to the Application Server

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Deploying Planning to the Application Server

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Specify the application server options. The following table describes the options for a
WebLogic application server deployment configuration:
Field

Description

Ear/War
Name

Select the components to deploy.


Displays the server name.

Port

Accept the default port, or enter a port number that does not conflict with
other applications installed on this machine.

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8-6

Planning 11.1.2: Installation and Configuration

Lesson 8

Configuring Planning

Field

Description

SSL Port

Accept the default port or specify the SSL port to use for deployment.
Specifying this port sets up SSL using the Java application server's default
certificates.
See the Oracle Hyperion Enterprise Performance Management System
Security Administration Guide for recommendations on updating the Java
application server with a valid certificate.

Set up

Click Set up to specify the logical address that the products use to connect
to the Web application server. Perform this action when the Web
applications do not communicate directly with the Web application server,
as in the following scenarios:
You set up a cluster with a load balancer.
You used an SSL offloader.

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Planning 11.1.2: Installation and Configuration

8-7

Lesson 8

Configuring Planning

Managing Planning Clusters

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Managing Planning Clusters

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A Planning cluster is a set of applications. Each cluster may contain one or more
Planning applications.
A default cluster is created after you complete all other Planning configuration tasks.
You enter the information in the following table when managing Planning clusters:
EPM System
Configurator Fields

Description

Cluster Name

Specify a name for the cluster, or accept the default.

Web Tier Host Name

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8-8

Enter the full name of the machine where you installed the Planning
Web server component.
In a multiserver environment, it should be the load balancer. In a
single-server environment, it is the same as the Planning server.

Planning 11.1.2: Installation and Configuration

Lesson 8
EPM System
Configurator Fields

Configuring Planning

Description

Server Port

Accept the default server port or make a change, if necessary. The


port number should be the port used for application server
deployment.

SSL

Select to enable SSL.

Activate Cluster

Select if you want to display associate applications to a cluster. If


you want to see all applications in Workspace, do not select this
check box.

You edit, delete, and reassociate applications with a cluster with EPM System
Configurator.

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Planning 11.1.2: Installation and Configuration

8-9

Lesson 8

Configuring Planning

Summary
In this lesson, you should have learned to:
Configure Planning
Manage Planning clusters

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8-10

Planning 11.1.2: Installation and Configuration

L E S S O N

Configuring Financial Reporting, Web


Analysis, and Workspace

Objectives
At the end of this lesson, you should be able to:
Configure Financial Reporting and Web Analysis
Configure Workspace
Integrate products with Workspace

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Lesson 9 Configuring Financial Reporting, Web Analysis, and Workspace

Configuring Financial Reporting and Web


Analysis

Client & Web browser

Server components

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Configuring Financial Reporting and Web Analysis

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You perform the following tasks to configure Reporting and Analysis:


Configure Database

Configure Financial Reporting Server


Deploy to Application Server

Note the following considerations if you are installing Reporting and Analysis in a
distributed environment:
Install only one instance of Reporting and Analysis Framework services and
Interactive Reporting services on each host, and run EPM System Configurator on
each machine. Then, you can replicate these services from the Administer section of
Workspace (select Navigate then Administer, then Reporting and Analysis, and then
Services) to replicate services on each host.

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9-2

Planning 11.1.2: Installation and Configuration

Lesson 9

Configuring Financial Reporting, Web Analysis, and Workspace

If you are running multiple instances of the Reporting and Analysis Repository
Service, all instances should share the file system location. Specify the file system
location during configuration with EPM System Configurator, on the Configure RA
Framework Services page, or from the Administer section of Workspace. If you are
running this service as a Windows service, use a UNC path instead of a mapped
drive to prevent potential permissions errors that can occur when Windows attempts
to create a mapped drive at startup.
For the Financial Reporting Web application, you can have only one active instance
of the Scheduler component in a clustered environment.

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Planning 11.1.2: Installation and Configuration

9-3

Lesson 9 Configuring Financial Reporting, Web Analysis, and Workspace

Configuring the Reporting and Analysis Database

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring the Reporting and Analysis Database

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Specify the database settings to use for the products that you selected on the Task
Selection Panel. For ease of deployment and simplicity, for a new installation, you can
use one database for all products (the default when you configure all products at the
same time). If you want to use a different database for each product, perform the
Configure Database task separately for each product.

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9-4

Planning 11.1.2: Installation and Configuration

Lesson 9

Configuring Financial Reporting, Web Analysis, and Workspace

The following table describes the fields that you must complete to configure a database
for Reporting and Analysis:
Field

Description

Database configuration for


the following products

Confirm the list of products for which you want to configure the
database. The list is determined by the products that you initially
selected to configure.
To create different databases for each product, select only one
product at a time and run EPM System Configurator again to
configure the database for another product.

Use an already defined


database

Select a previously configured database, or specify the name of


a new database to configure.

Create a new database

Note: This task assumes that you already created the database.
It does not create the database.

Database Type

Select a database type from the list of supported types.

Server

Specify the name of the computer or server that is hosting the


database.

Port

Select the default, or specify a custom server port number on


which the database listens.

SID/Service Name

Specify the name of the database.

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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.

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Advanced Options
(Optional)

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Click to specify additional information, such as JDBC URL


attributes and SSL information.

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Planning 11.1.2: Installation and Configuration

9-5

Lesson 9 Configuring Financial Reporting, Web Analysis, and Workspace

Configuring Reporting and Analysis Framework


Services

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Configuring Reporting and Analysis Framework Services

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Specify the following Reporting and Analysis Framework service information:


Field

Description

Repository Directory

Specify the directory where the Reporting and Analysis


repository data is stored; for example:
MIDDLEWARE_HOME/user_projects/epmsystem1/ReportingAn
alysis/data/directoryName.
If you are replicating repositories, specify a write-able, shared
drive. All instances should share the file system location.

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Port Ranges

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9-6

If you are running this service as a Windows service, use a UNC


path instead of a mapped drive to prevent potential permissions
errors that can occur when Windows attempts to create a
mapped drive at startup.
Specify the port range to use for Reporting and Analysis
Framework services.

Planning 11.1.2: Installation and Configuration

Lesson 9

Configuring Financial Reporting, Web Analysis, and Workspace

Deploying Reporting and Analysis to the


Application Server

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Deploying Reporting and Analysis to the Application Server

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Specify the application server options. The following table describes the options for a
WebLogic application server deployment configuration:
Field

Description

Ear/War
Name

Select the components to deploy.


Displays the server name.

Port

Accept the default port, or enter a port number that does not
conflict with other applications installed on this machine.

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Planning 11.1.2: Installation and Configuration

9-7

Lesson 9 Configuring Financial Reporting, Web Analysis, and Workspace


Field

Description

SSL Port

Accept the default port or specify the SSL port to use for
deployment. Specifying this port sets up SSL using the Java
application server's default certificates.
See the Oracle Hyperion Enterprise Performance Management
System Security Administration Guide for recommendations on
updating the Java application server with a valid certificate.

Set up

Click Set up to specify the logical address the products use to


connect to the Web application server. Select this option when
the Web applications do not communicate with the Web
application server directly, as in the following scenarios:
You set up a cluster with a load balancer.
You are using an SSL offloader.

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9-8

Planning 11.1.2: Installation and Configuration

Lesson 9

Configuring Financial Reporting, Web Analysis, and Workspace

Configuring Workspace

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring Workspace

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In this release, Workspace tasks are bundled in the Foundation Services tasks with
Shared Services. However, if you install additional EPM System products after you
configure the Foundation Services Web server, you must rerun the Foundation Services
Web server configuration task to register the new products in Workspace.

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Planning 11.1.2: Installation and Configuration

9-9

Lesson 9 Configuring Financial Reporting, Web Analysis, and Workspace

Integrating Products with Workspace

Oracle BI EE

BI Publisher

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Integrating Products with Workspace

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You can integrate Oracle BI EE 10.1.3.4.x and BI Publisher 10.1.3.4.x with Workspace
by updating the Shared Services Registry.
To update the Shared Services Registry with information for Oracle BI EE and BI
Publisher, perform the following tasks:
1. Back up the Shared Services Registry database.

2. Back up Foundation Services templates in


MIDDLEWARE_HOME/user_projects/epmsystem1/config/resources/integration.

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9-10

Planning 11.1.2: Installation and Configuration

Lesson 9

Configuring Financial Reporting, Web Analysis, and Workspace

3. Locate the following templates:


biee.xml (Oracle BI EE release 10.1.3.4.x)Creates the Oracle BI EE component
hierarchy and adds entries for one or more instances of the Oracle BI EE release
Web application to the Shared Services Registry.
bip.xml (BI Publisher 10.1.3.4.x)Creates the BI Publisher component hierarchy
and adds entries for one or more instances of the Oracle BI Publisher Web
application to the Shared Services Registry.
4. Open the templates in a text editor, and edit them according to the instructions
included in the file.
5. On the machine on which you edited the templates, run the following
epmsys_registry.bat command against both files that you edited. The command is
located in MIDDLEWARE_HOME/user_projects/epmsystem1/bin.
epmsys_registry.bat createcomponenthierarchy bip.xml
epmsys_registry.bat createcomponenthierarchy biee.xml
6. Launch EPM System Configurator and rerun the Foundation ServicesConfigure
Web Server task.

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7. Restart services.

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Planning 11.1.2: Installation and Configuration

9-11

Lesson 9 Configuring Financial Reporting, Web Analysis, and Workspace

Summary
In this lesson, you should have learned to:
Configure Financial Reporting and Web Analysis
Configure Workspace
Integrate products with Workspace

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9-12

Planning 11.1.2: Installation and Configuration

L E S S O N

1 0

Troubleshooting the EPM System


Installation

10

Objectives
At the end of this lesson, you should be able to:
Enumerate troubleshooting basics
Review hardware and software requirements
Check release compatibility
Identify port conflicts

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Start and stop EPM System services


Run EPM System Diagnostics

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View and analyze log files


Troubleshoot product-specific issues
Contact Oracle Support

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Lesson 10

Troubleshooting the EPM System Installation

Troubleshooting Basics

Meeting hardware and software requirements


Checking release compatibility

Identifying port conflicts


Starting and stopping EPM System services
Running EPM System Diagnostics

Viewing and analyzing log files


Troubleshooting product-specific issues
Contacting Oracle Support

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Troubleshooting Basics

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The succeeding topics provide troubleshooting tips for installing and configuring EPM
System products. The following items are discussed:
Meeting hardware and software requirements
Checking release compatibility
Identifying port conflicts

Starting and stopping EPM System services


Running EPM System Diagnostics
Viewing and analyzing log files

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Troubleshooting product-specific issues

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Contacting Oracle Support

10-2

Planning 11.1.2: Installation and Configuration

Lesson 10

Troubleshooting the EPM System Installation

Assumed knowledge of the following areas is required:


Security and server administration skills
Windows or UNIX administration skills
Web application server administration skills
A strong understanding of your organization's security infrastructure, including
authentication providers such as Oracle Internet Directory, LDAP, or Microsoft Active
Directory, and use of SSL
A strong understanding of your organization's database and server environments
A strong understanding of your organization's network environment and port usage

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Planning 11.1.2: Installation and Configuration

10-3

Lesson 10

Troubleshooting the EPM System Installation

Reviewing Hardware and Software Requirements

Oracle Hyperion Planning and


product components

Data sources

Third-party software

Web application
and Web servers

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Reviewing Hardware and Software Requirements

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Prior to installing EPM System products, ensure that your environment meets the
hardware and software requirements.
Oracle recommends reviewing the following documents:

Certification Matrixlists supported platforms and software versions


(http://www.oracle.com/technology/products/bi/hyperion-supported-platforms.html).
Oracle Hyperion Enterprise Performance Management System Installation Start
Herecontains information on prerequisites, default ports, and other information
needed to plan a successful installation.
Oracle Hyperion Enterprise Performance Management System Installation and
Configuration Readmecontains known installation or configuration issues for all
EPM System products.

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10-4

Planning 11.1.2: Installation and Configuration

Lesson 10

Troubleshooting the EPM System Installation

Oracle Hyperion Enterprise Performance Management System Installation and


Configuration Guideprovides step-by-step installation and configuration
procedures for all EPM System products.
For additional reference, review Lesson 2, Preparing the Installation Environment and
Lesson 3, Preparing the Software Requirements in this student guide.

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Planning 11.1.2: Installation and Configuration

10-5

Lesson 10

Troubleshooting the EPM System Installation

Checking Release Compatibility


Verify that all products installed are version 11.1.2.

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Checking Release Compatibility

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The EPM System 11.1.2 product release is intended only for new deployments.
Upgrading or migrating from previous EPM System releases is not supported. In
addition, products from this release are not compatible with products and applications
from previous releases.
NOTE: Oracle will include the ability to upgrade from previous EPM System releases
in a future EPM System product release.

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10-6

Planning 11.1.2: Installation and Configuration

Lesson 10

Troubleshooting the EPM System Installation

Identifying Port Conflicts


Ports used by EPM System products should be open.

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Identifying Port Conflicts

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During EPM System product configuration, default port numbers for Web applications
are populated automatically. You can change the defaults during configuration, but each
port number must be unique.
Oracle recommends that you document the list of ports used during the installation and
configuration.
For a complete listing of EPM System ports, see Default Ports in Oracle Hyperion
Enterprise Performance Management System Installation Start Here.

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Planning 11.1.2: Installation and Configuration

10-7

Lesson 10

Troubleshooting the EPM System Installation

Starting and Stopping EPM Services

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Starting and Stopping EPM Services

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By default, EPM System services are set to start automatically in a Windows


environment, after configuration of EPM System products. For most environments, it is
recommended to start services manually. You can automate the process by preparing
batch files.
For more information on startup dependencies, refer to lesson 11, Accessing Planning
in Workspace and the Oracle Hyperion Enterprise Performance Management System
Installation and Configuration Guide.
Before starting a service or process, you must verify that the preceding service or
process started successfully. Some services or processes take longer than others to
initialize, and startup times may vary by computer.

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10-8

Planning 11.1.2: Installation and Configuration

Lesson 10

Troubleshooting the EPM System Installation

Running EPM System Diagnostics


EPM System Diagnostics tests the status of installed and
configured EPM System components, diagnoses problems, and
assists in problem resolution.

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Running EPM System Diagnostics

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The EPM System Diagnostics utility tests the connectivity of installed and configured
EPM System products. Run EPM System Diagnostics on each machine in the
deployment. The results of the tests are saved in HTML format.
To run EPM System Diagnostics
Select from the following actions:

In Windows Explorer, navigate to MIDDLEWARE_HOME/user_projects/epmsystem1/bin,


and then double-click validate.bat.
From the Windows Start Menu, select Programs, then Oracle EPM System, then
Foundation Services, then epmsystem1, and EPM System Diagnostics.

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From a Unix console, change directory to


MIDDLEWARE_HOME/user_projects/epmsystem1/bin, and enter validate.sh.

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Planning 11.1.2: Installation and Configuration

10-9

Lesson 10

Troubleshooting the EPM System Installation

By default, the results are opened in a browser. Optionally, you can navigate to
MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/reports and open
validation_report_date_time.html.
EPM System Diagnostics creates a ZIP file of the logs in
MIDDLEWARE_HOME/user_projects/epmsystem1/logszips.

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10-10

Planning 11.1.2: Installation and Configuration

Lesson 10

Troubleshooting the EPM System Installation

Viewing and Analyzing Log Files


Log files are located in the diagnostics and cfgtoologs folders.

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Viewing and Analyzing Log Files

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Most EPM System products use the Oracle Diagnostic Logging (ODL) framework for
logging purposes. Aside from the EPM System Diagnostics logs, you can view productspecific log files for troubleshooting purposes.
The following Oracle Hyperion EnterprisePerformance Management System Installer,
Fusion Edition logs may be viewed from the
MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/install directory:
common-install.logcontains Common Component files activities
common-ocm-install.logcontains Oracle Configuration Manager (OCM) information
common-ohs-install.logcontains Oracle HTTP Web server (OHS) activity

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common-ohs-oui-out.logcontains Oracle Universal Installer information on the


OHS installation

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common-product-install.logcontains product common component files activity; for


example, ADM drivers, CRS utility

Planning 11.1.2: Installation and Configuration

10-11

Lesson 10

Troubleshooting the EPM System Installation

common-staticcontent-install.logcontains static content information; for example,


Help mostly, for each product on the Web server machine
common-wl-install.logcontains WebLogic file information
install-ocm-output.logcontains OCM file information
installTool-install-DDD-MM.DD.YYYY-TIME.logcontains EPM System Installer user
activity
installTool-install-stderr.log and installTool-install-stdout.logcontains console
normal and error output information
PRODUCTinstall.logindicates whether a product assembly installation fails; for
example, hss-install.log for Shared Services
The following EPM System Configurator logs are located in the
MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/config directory:
configtool.logcontains configuration task output and warning messages
registry.logcontains Registry calls made during configuration

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cmcconfig.logcontains Reporting and Analysis Configuring and Monitoring console


(CMC) calls made during configuration

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configtool_summary.logcontains a summary status of pass/fail tasks


ocm-config.logcontains OCM configuration information
SharedServices_Security.logHSS registration log

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The css.log containing CSS calls made during configuration is located under
MIDDLEWARE_HOME/EPMSystem11R1/diagnostics/logs/css.
Weblogic Application server logs are located under product-specific directory
MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/product/.
Web Server logs created for OHS and EPM System Installer are located in
MIDDLEWARE_HOME/user_projects/epmsystem1/httpConfig/ohs/diagnostics/logs/OHS/ohs_compo
nent.
Start and stop logs are located in
MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/starter.
Service startup logs are located in
MIDDLEWARE_HOME/user_projects/epmsystem1/diagnostics/logs/services.

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Product logs are under subdirectories labeled with their product names in
MIDDLEWARE_HOME/ user_projects/epmsystem1/ diagnostics/logs/.

10-12

Planning 11.1.2: Installation and Configuration

Lesson 10

Troubleshooting the EPM System Installation

Troubleshooting Product-Specific Issues

Shared Services

Workspace

Planning

Essbase

Performance Management
Architect

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Troubleshooting Product-Specific Issues

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This section covers product-specific issues for the following components:


Shared Services
Workspace
Essbase
Planning

Performance Management Architect

Troubleshooting Shared Services

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If you cannot access Shared Services Console, you can use the Registry Editor utility to
modify the Shared Services user directory information, servers, or ports.

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Be sure to back up the Shared Services registry prior to making any changes.

Planning 11.1.2: Installation and Configuration

10-13

Lesson 10

Troubleshooting the EPM System Installation

When you configure EPM System products but EPM System Configurator cannot
register them with Shared Services, perform the following tasks:
Add a CName record to the DNS for Shared Services on all EPM System product
installation servers.
Add the alias to the host file on all EPM System product installation servers.
If the Shared Services deployment to the Web or application server fails, you can rerun
EPM System Configurator.
If you install and configure products after configuring Foundation Services, you need to
rerun the Configure Web Server task in the EPM System Configurator.

Troubleshooting Workspace
If options are missing from Workspace, verify that you ran the Configure Web Server task
for Foundation Services after configuring EPM System products.

Troubleshooting Essbase
The following lists Essbase issues and possible solutions:

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JVMMODULELOCATION has not been correctly set in essbase.cfgmodify the


variable value in Administration Services.

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Fatal Error: Essbase is already loadederror occurs when you are trying to start
Essbase and an existing process is already running. Verify that all Essbase Server
process instances are stopped before starting a new instance.

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Failed in GCInit()check ESSBASEPATH in hyperionenv.doc (UNIX) or


setEssbaseEnv.cmd (Windows) to ensure that the local directory is correct and no
files are missing from that directory.
Unable to connect client to serveruse the PING command to ensure that the server
is running.
Essbase startup is prevented because the default Essbase port is taken by other
services (Windows)preset a Windows registry key,
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Tcpip\Parameters,
on the computer where Essbase runs.
Cannot log in Administration Servicesensure that the Essbase Server is running.

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Planning 11.1.2: Installation and Configuration

Lesson 10

Troubleshooting the EPM System Installation

Troubleshooting Planning
If you are unable to access Planning through Workspace, perform the following steps:
1. Test access to Workspace with this URL: http://Web Server:port/workspace/, where
Web Server is the Web server machine host name and port is the Web server listen
port; for example, http://myEPMserver:19000/workspace.
2. If step 1 does not work, verify that you have configured the Workspace proxy server
plug-in. If it is configured, test whether you can access Planning directly; for example,
http://myEPMServer:8300/HyperionPlanning/LogOn.jsp. Port 8300 is the default
Planning deployment port. If you deployed Planning on a different port, ensure that
you use that port in the URL.
3. If you can log on to Planning directly but still can not open Planning from Workspace,
check the log file for the successful load of the Hyperion Planning module. If the log
says the module could not be loaded, you must run EPM System Configurator and
reregister Planning with Shared Services.

Troubleshooting Performance Management Architect


The following lists Performance Management Architect issues and possible solutions:

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Installation failureensure that Microsoft .NET Framework 2.0 was not installed
correctly. Install Microsoft .NET Framework 2.0 and rerun the Performance
Management Architect installation.

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No connection could be made because the target machine actively refused it error
messageensure that the Dimension Server is running. If not, restart the Process
Manager services, which starts Dimension Server and related services.

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Unable to log on to Performance Management Architectensure that you are using


ASP.NET 2.0.50727 and that ASP.NET and ASP pages are set to Allowed.
To verify that .NET 2.0 is installed on a Windows 2003 machine:
1. Launch Internet Information Services Manager.

2. In the left pane, expand until Web Service Extensions is displayed.


3. Select Web Service Extensions.

4. In the right pane, verify that ASP.NET 2.0.50727 is listed and set to Allowed.

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5. Perform one of the following actions:

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a. If ASP.NET 2.0 is listed but not set to Allowed, click ASP.NET 2.0.50727 and click
Allow.

Planning 11.1.2: Installation and Configuration

10-15

Lesson 10

Troubleshooting the EPM System Installation

b. If ASP.NET 2.0 was not listed and you have .NET 2.0 installed, register .NET 2.0
with IIS:
From the command prompt, go to this directory:
C:\Windows\Microsoft.NET\Framework\v2.0.50727
Enter aspnet_regiis.exe iru.
Repeat steps 1 to 5.
NOTE: If you are using Oracle Database, make sure that you installed Oracle Data
Provider for .NET 2.0 10.2.0.2.20 before configuring Performance
Management Architect.

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10-16

Planning 11.1.2: Installation and Configuration

Lesson 10

Troubleshooting the EPM System Installation

Contacting Oracle Support

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Contacting Oracle Support

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If you have a current support agreement and a customer support identifier, you can
search the My Oracle Support knowledge base (http://support.oracle.com) for
information about resolving installation and configuration issues. You can also use My
Oracle Support for entering service requests, downloading software releases and
patches, and other online support tasks.

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Planning 11.1.2: Installation and Configuration

10-17

Lesson 10

Troubleshooting the EPM System Installation

Summary
In this lesson, you should have learned to:
Enumerate troubleshooting basics
Review hardware and software requirements
Check release compatibility
Identify port conflicts
Start and stop EPM System services
Run EPM System Diagnostics

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View and analyze log files

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Troubleshoot product-specific issues


Contact Oracle Support

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10-18

Planning 11.1.2: Installation and Configuration

L E S S O N

1 1

Accessing Planning in Workspace

11

Objectives
At the end of this lesson, you should be able to:
List the tasks for verifying the installation
Start EPM System services in the recommended order
Log on to Workspace
Create and deploy Planning applications

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Provision users and groups


Configure Smart View

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Access Planning applications

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Lesson 11 Accessing Planning in Workspace

Verifying the Installation


You verify the Planning installation by:
Starting required services

Creating and deploying applications


Accessing Planning applications in Workspace, Smart
View, and Administration Services

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Verifying the Installation

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You verify the Planning installation by performing the following tasks:


Starting required services

Creating and deploying applications

Accessing Planning applications in Workspace, Smart View, and Administration


Services

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11-2

Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace

Starting Services

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Starting Services

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The first step in verifying your installation is to start the required services for the EPM
System products in the following recommended sequence:
1. Databases

2. Oracle Process Manager

3. Foundation - Managed Server

4. Reporting and Analysis Framework


5. RMI Registry
6. Essbase

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a. Essbase Server

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b. Administration Services - Web Application


c. Provider Services - Web Application

Planning 11.1.2: Installation and Configuration

11-3

Lesson 11 Accessing Planning in Workspace


7. Performance Management Architect
a. EPM Architect - Process Manager
b. EPMA Data Synchronizer - Web Application
c. EPMA Web Tier - Web Application
8. CALC Manager - Web Application
9. Planning - Web Application
10. Reporting and Analysis
a. Web Analysis- Web Application
b. Financial Reporting - Web Application
11. Reporting and Analysis Framework - Web Application
NOTE: Some of the services may not be required. For example, you only need to
start EPMA Data Synchronizer - Web Application if you plan to perform data
synchronizations.

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Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace

Logging On to Workspace

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Logging On to Workspace

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After starting the required services, you can access Workspace through the following
URL:
http://myEPMServer:19000/workspace

Where myEPMServer is the name of your EPM System host server.


NOTE: Ensure that you are accessing Workspace through a supported browser.

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Planning 11.1.2: Installation and Configuration

11-5

Lesson 11 Accessing Planning in Workspace

Creating and Deploying Applications

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Creating and Deploying Applications

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Applications contain dimensions and dimension attributes designed to meet Planning


needs, such as accounts, entities, scenarios, and other dimension elements. Planning
may contain a selection of local dimensions or dimensions taken from Shared Library.
You can create applications in Performance Management Architect and Classic
Application Administration.
The following table lists the types of application views:
Type

Description

Generic

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A template that enables you to create an application view without


assigning a specific product. A generic application view displays
properties for all products.

Planning

Planning application view

Consolidation

Financial Management application view

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Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace


Type

Description

Profitability

Profitability Management application view

Essbase Analytics

Essbase application view

When you create applications with Performance Management Architect, your application
views are stored in Application Library.
NOTE: You must have the appropriate application creator role to be able to create
applications.
Both Performance Management Architect and Classic Application Administration enable
you to create applications using Application Wizard. The wizard enables you to make the
appropriate plan type and property selections. For example, you make the designation
for plan types for Planning applications, but you would not select plan types for Financial
Management applications.
After creating the basic application structure using the wizard, you can add dimensions
and further customize the application.

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Creating applications includes the following steps:

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1. Plan for application plan types and properties.


2. Manage data sources.

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3. Run the wizard to set up the application name, plan types, and default currency.

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4. Add the application dimensions.

5. Activate dimension associations.


6. Choose performance settings.
7. Deploy the application.

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Planning 11.1.2: Installation and Configuration

11-7

Lesson 11 Accessing Planning in Workspace

Managing Data Sources


In EPMA

In Classic Application Administration

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Managing Data Sources

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Before creating a Planning application, you must have relational databases available for
storing metadata and other application settings. You create, edit, and delete Planning
data sources in Performance Management Architect or Classic Application
Administration.
To create Planning data sources in Classic Application
Administration:
1. From Workspace, select Navigate, then Administer, then Classic Application
Administration, and then Planning Administration.
2. From the left pane, click Manage Data Source.

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3. Click Create Data Source.

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4. In the Data Source Name text box, enter a name.

11-8

Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace


5. From Select Database Platform, select the database type for the Planning application
database.
6. Enter the connection information for Application Database and Essbase Server
settings.
7. Click Validate to validate the Application Database Connection and the Essbase
Server Connection.
8. Click Finish.
To create Planning data sources in Performance Management
Architect:
1. From Workspace, select Navigate, then Administer, and then Application Library.
2. Select Tools, and then Manage Planning Data Source.
3. Select File, then New, and then DataSource.
4. In the Data Source Name text box, enter a name.
5. Optional: Enter a description.

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6. Click Next.

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7. Enter the relational database details and click Test Connection.


8. If the connection verification returns successful, click Next.

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9. Enter the Essbase server connection details and click Test Connection.

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10. If the connection verification returns successful, click Next.


11. Click Finish.

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Planning 11.1.2: Installation and Configuration

11-9

Lesson 11 Accessing Planning in Workspace

Creating Applications in
Performance Management Architect

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Creating Applications in Performance Management Architect

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Planning applications created with Performance Management Architect are referred to


as Performance Management Architect Planning applications. Performance
Management Architect Planning applications can share dimensions and members with
each other.
You use Application Creation Wizard to create a Planning application in Performance
Management Architect.
To create applications in Performance Management Architect:
1. In Workspace, select Navigate, then Administer, and then Application Library.

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2. Select File, then New, and then Application.


3. In the Name text box, enter a name.

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Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace


4. From the Type drop-down list, select Planning.
The page is refreshed with the required Planning application
settings.
5. Select one of the following application types:
General
Public Sector Budgeting
6. Select a default currency.
7. Select whether to use multiple currencies.
8. For each plan type in the application, select the plan type and specify a plan name.
9. Select one of the following base period options to set how calendars roll up:
12 Months: Four quarters per year; months roll up into parent quarters and quarters
into years.
Quarters: Quarters roll up into years.

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Custom: A custom time period, such as weeks or days.


10. Select the fiscal start month.

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11. If you set the base time period as 12 Months, select a weekly distribution option:
Even, 445, 454, or 544.
12. Click Next.

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13. Review and modify dimension selections, and click Next.

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14. Review the dimension nodes and application settings.


15. Click Validate.

16. Review any validation errors, and correct as needed.


17. Select Deploy when finished, and click Finish.

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11-11

Lesson 11 Accessing Planning in Workspace

Creating Applications in
Classic Application Administration

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Creating Applications in Classic Application Administration

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Classic Planning applications are stand-alone applications that do not share dimensions
and members with other Planning applications. You use Classic Application Wizard to
create and delete classic Planning applications.
To create Planning data sources in Classic Application
Administration:
1. From Workspace, select Navigate, then Administer, then Classic Application
Administration, and then Planning Administration.
2. From the left pane, click Create Applications.

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3. Select a data source.

4. In the Application text box, enter the application name.

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5. Optional: In the Description text box, enter a description.

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Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace


6. Select a Shared Services project from the list.
7. From the Instance drop-down list, select a Planning cluster.
8. Select a calculation module, and click Next.
9. Select one of the following base period options to set how calendars roll up:
12 Months: Four quarters per year; months roll up into parent quarters and quarters
into years.
Quarters: Quarters roll up into years.
Custom: A custom time period, such as weeks or days.
10. Select the fiscal start year.
11. Select the fiscal start month.
12. If you set the base time period as 12 Months, select a weekly distribution option:
Even, 445, 454, or 544.
13. Select the total years for the application, and click Next.

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14. Specify the default currency for entities in the application.


15. Select a multicurrency options:

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Select Yes for multicurrency applications.


Select No for single-currency applications.
16. Click Next.

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17. For each plan type in the application, select the plan type and specify a plan name.
18. Click Finish.

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Planning 11.1.2: Installation and Configuration

11-13

Lesson 11 Accessing Planning in Workspace

Creating Essbase Databases

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Creating Essbase Databases

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You create Essbase databases at the time of deployment or as a separate action. To


create or refresh the Essbase outline at the time of deployment, you select the Create
Outline or Refresh Outline option when you deploy the application.
You can also create and refresh the Essbase outline within a Planning application by
selecting Administration, then Application, and then Create Database or Refresh Database from
the menu.
An Essbase database is created for each plan type defined in a Planning application to
store and calculate its data. You can store the following objects in an Essbase database:
Database outlinesDefine the structure of the multidimensional database with
dimensions and member hierarchies. The file extension is OTL.

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Calculation scriptsPerform custom calculations in addition to the standard


consolidations and mathematical operations in the outline. The file extension is CSC.

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Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace


Report scriptsDefine reports based on data in one or more databases. The file
extension is REP.
Data load rulesDefine editing operations on data files that populate the database.
The file extension is RUL.

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Planning 11.1.2: Installation and Configuration

11-15

Lesson 11 Accessing Planning in Workspace

Provisioning Users and Groups

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Provisioning Users and Groups

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Each EPM System product is associated with a set of roles. After installing and
configuring EPM System products, you provision users and groups with roles that relate
to their job functions.
You provision users and groups in Shared Services Console.

For a complete list of EPM System product roles, see Oracle Enterprise Performance
Management System Security Administration Guide.

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Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace

Provisioning for Shared Services


The following table describes Shared Services global roles:
Role

Description

Administrator

Provides control over all products that integrate with Shared


Services. This is the most powerful EPM System role and
should, therefore, be assigned sparingly. Administrators can
perform all administrative tasks in Shared Services Console and
can provision themselves.

Shared Services
Administrator role
comprises these roles:
Create Integrations
Directory Manager
LCM Administrator
Manage Taskflows

This role grants broad access to all applications registered with


Shared Services. The Administrator role is, by default, assigned
to the admin Native Directory user, who is the only user available
after you deploy Shared Services.

Run Taskflows
Project Manager
Run Integrations
Create Integrations

Creates Shared Services data integrations (the process of


moving data between applications).

Directory Manager

Creates and manages users and groups within Native Directory.

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Because combining these roles allows Directory Managers to


provision themselves, do not assign the Provisioning Manager
role to Directory Managers.

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Oracle recommends granting one user the Directory Manager


role and another user the Provisioning Manager role.
LCM Administrator

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This role comprises these


roles:
Directory Manager

Manage Taskflows
Run Taskflows

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Runs Lifecycle Management to promote artifacts or data across


product environments and operating systems.
In addition to the Provisioning Manager role, the LCM
Administrator role comprises Directory Manager and Project
Manager roles of Shared Services.

Project Manager

Provisioning Manager
Manage Taskflows

Creates, edits, views, schedules, and runs task flows for any
EPM System product. Has full control over all task flows.

Run Taskflows

Views, schedules, and runs the task flows that users with the
Manage Taskflows role created.

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Cannot create or edit task flows for any EPM System product.

Planning 11.1.2: Installation and Configuration

11-17

Lesson 11 Accessing Planning in Workspace


Role

Description

Project Manager

Creates and manages Shared Services application groups.

Run Integrations

Views and runs Shared Services data integrations.


For Performance Management Architect, executes data
synchronizations.

Provisioning for Performance Management Architect


The following table describes Performance Management Architect roles:
Role

Description

EPMA Administrator

Creates and deploys Performance Management Architect


applications. Application Creators own all dimensions in
undeployed applications. They can create dimensions, but can
change only the dimensions to which they have access
permissions.

EPMA Administrator role


comprises these roles:
Application Creator
Essbase Application
Creator
Financial Management
Application Creator
Planning Application
Creator
Profitability Application
Creator
Dimension Editor

Required, in addition to the Dimension Editor role, for Financial


Management and Planning users to be able to navigate to their
products Classic Application Administration options.

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When a user with the Application Creator role deploys an


application from Performance Management Architect, that user
automatically becomes the application administrator and
provisioning manager for that application.

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EPMA Administrators can also perform the following Transaction


History Purge Utility operations:

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application

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Manually mark a stalled job as timed out


View hidden jobs

Open the application diagnostics screen to run tests and


solutions on all applications

Dimension Editor

Creates, manages, and imports profiles to create dimensions.


Creates and manages dimensions manually within Performance
Management Architect.
Required to access Classic Application Administration options
for Financial Management and Planning using Web navigation.

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Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace

Provisioning for Calculation Manager


The following table describes the Calculation Manager roles:
Role

Description

Calculation Manager
Administrator

Administers and manages Calculation Manager functions.

Calculation Manager
Administrator role
comprises these roles:
Financial Management
Calculation Manager
Administrator

Financial Management Calculation Manager Administrator


administers Calculation Manager functions in Financial
Management.
Planning Calculation Manager Administrator administers
Calculation Manager functions in Planning screens to run tests
and solutions on all applications.

Planning Calculation
Manager Administrator

Provisioning for Essbase


The following table describes the Essbase user roles:

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Role

Description

Administrator

Grants full access to administer the server, applications, and


databases.

Application Manager

Creates, deletes, and modifies databases and application


settings within the assigned application. Includes Database
Manager permissions for the databases within the assigned
application.

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Create/Delete Application

Creates and deletes applications and databases within


applications. Includes Manager permissions for the applications
and databases created by this user.

Database Manager

Manages the databases, database objects, locks, and sessions


within the assigned application.

Provisioning Manager

Provisions users with the roles of this Essbase server.

Server Access

Accesses any database that has a default access other than


none.

Calc

Calculates, updates, and reads data values based on the


assigned scope, using assigned calculations and filters.

Start/Stop Application

Starts and stops applications or databases.

Write

Updates and reads data values based on the assigned scope,


using assigned filters.

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Lesson 11 Accessing Planning in Workspace


Role

Description

Read

Read data values.

Filter

Accesses specific data and metadata according to the


restrictions of a filter.

Provider Services provides the Administrator power role, which enables users to create,
modify, and delete Essbase Server clusters.

Provisioning Users for Planning


Planning enforces two types of roles:
Planning global roles are used to provision users who create Planning applications
using Performance Management Architect. Planning global roles include Dimension
Editor and Planning Application Creator.
Planning application roles are used to provision users who access Planning
applications. You can grant access to your Planning applications to any user or group
in an authentication directory. When you grant a group access to an application, the
users in the group are also granted access to the application.

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Provisioning for Planning Applications


The following table describes the Planning application roles:

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Role

Description

Administrator

Performs all application tasks except those reserved for the Application
Owner and Mass Allocate roles.

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Creates and manages applications, manages access permissions,


initiates the budget process, designates the e-mail server for
notifications. Can use the Copy Data function.

Provisioning
Manager
Mass Allocation

Provisions users to the Planning application.

Accesses the Mass Allocate feature to spread data multidimensionally


down a hierarchy, even to cells not visible in the data form and to which
the user does not have access.
Any user type can be assigned this role, but it should be assigned
sparingly.

Analytic Services
Write Access

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11-20

For planners and interactive users: Grants users access to Planning


data in Essbase equivalent to their Planning access permissions.
Enables users who have write access to change Planning data directly
in Essbase using another product such as Oracle Hyperion Financial
Reporting, Fusion Edition or a third-party tool.

Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace


Role

Description

Planner

Enters and submits plans for approval and runs business rules and
adapter processes. Uses reports that others created, views and uses
task lists, enables e-mail notification for themselves, and creates data
using Smart View.

Interactive User

Creates and maintains data forms, Smart View worksheets, business


rules, task lists, Financial Reporting reports, and adapter processes.
Manages the budget process.
Can create smart slices in Smart View, use the Clear Cell Details
function, and perform all Planner tasks. Interactive users are typically
department heads and business unit managers.

View User

Views and analyzes data through Planning data forms and any data
access tools for which they are licensed (for example, Financial
Reporting, Oracle's Hyperion Web Analysis, and Smart View).
Typical View users are executives who want to see business plans
during and at the end of the budget process.

Provisioning for Dimensions, Data Forms, and Task Lists


Security for Planning artifacts such as Web forms and dimensions and members are
maintained and defined within a Planning application.

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Within your Planning application, you can assign access rights for users and groups to
the following application elements:

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Object SecurityYou can assign security to specific objects, such as data forms
and task lists. For example, you can allow all users to access the standard expenses
data form, but allow only payroll managers to use the salary expense data form.

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Data SecurityWith data security, you can protect data and prevent unauthorized
users from changing data. For example, you can restrict access to certain data
elements in an application.
Task SecurityTask security determines the tasks in an application that a user can
access. You assign task security by assigning a role to a user. Each role is
associated with a set of tasks. For example, interactive users cannot change
dimension members, so the dimension-change option is not available to interactive
members.
After establishing or updating user and group security and assigning member access,
you must refresh the Planning application to update to the Essbase security filters.

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Planning artifacts are stored in the Planning relational repository.

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Planning 11.1.2: Installation and Configuration

11-21

Lesson 11 Accessing Planning in Workspace


Provisioning for Offline Planning
You can use Offline Planning to work with data forms offline and to synchronize
information back to the Planning server when you are reconnected. You assign the
Offline User role to users and groups to enable Offline Planning privileges.

Provisioning for Reporting and Analysis


In addition to global roles, access preferences can be specified on Reporting and
Analysis artifacts such as folders and documents (for example, reports, charts, and
dashboards). Usually, access privileges on these artifacts are assigned to groups of
users.
The following table describes the Reporting and Analysis power roles:
Role

Description

Reporting and Analysis


Administrator

Conditionally accesses all resources (unless the file is locked by


no access), but not all functionality; accesses the Administer and
Impact Manager modules.

Reporting and Analysis


Global Administrator

Universally and implicitly accesses all resources and functionality;


accesses the Administer and Impact Manager modules.

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Note: Reporting and Analysis Global Administrators can never be


denied access.

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Content Manager

Manages imported repository content and execute tasks, with


implicit access to all resources (unless the file is locked by no
access); contains the Data Source Publisher role.

Data Source Publisher

Imports data source connectivity files. Applies to Interactive


Reporting and Web Analysis.

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Favorites Distributor

Pushes content to users Favorites folders through the Favorites


Manager. Applies to Financial Reporting, Interactive Reporting,
SQR Production Reporting, and Web Analysis.

Schedule Manager

Creates and manages events, calendars, time events, public


parameters, and physical resources; creates batches; contains the
Scheduler and Job Manager roles.

Provisioning Manager

Provisions Reporting and Analysis users.

The following table describes the Reporting and Analysis interactive roles:
Role

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Analyst

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Content Publisher

11-22

Description

Accesses interactive content using full analytic and reporting


functionality.
Imports, saves, and modifies batches, books, reports, and
documents; creates and modify shortcuts and folders.

Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace


Role

Description

Data Editor

Pushes Web Analysis data to Essbase.

Report Designer

Accesses authoring studios to create and distribute documents.


Applies to Financial Reporting and Web Analysis.

Scheduler

Schedules jobs and batches using the Schedule module;


navigates the repository and assigns access control; contains the
Explorer and Job Runner roles. Applies to Financial Reporting,
Interactive Reporting, and SQR Production Reporting.

The following table describes the Reporting and Analysis view roles:
Role

Description

Explorer

Lists repository content in the Explore module and in context using


the Open dialog box; searches, views, and subscribes to content.

Personal Parameter
Editor

Defines points of view and personal parameters on database


connections to customize query result sets. Applies to Interactive
Reporting, SQR Production Reporting, and Web Analysis.

Viewer

Reviews Workspace content. The content is static and accessible


only from the Favorites folder. Applies to Financial Reporting,
Interactive Reporting, Production Reporting, and Web Analysis.

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Note: This role provides minimal end-user functionality; use it only


when no other role assignments are possible.

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Lesson 11 Accessing Planning in Workspace

Configuring Smart View

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Configuring Smart View

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When you use data forms with Smart View, you have the same functionality as you have
with data forms in Planning. You can view form instructions, adjust data, manipulate data
with ad hoc adjustments, lock and spread values to base periods, enter supporting detail
and cell text, and launch business rules.
The Planning server performs validity checks involving user security, metadata access,
and form definition changes in order to synchronize data. The server then saves only
incremental changes to the cells that were changed or modified after the data form was
opened in Excel.

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11-24

Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace

Installing Smart View from Workspace


You install Smart View from Workspace.To install Smart View from Workspace:
1. In Workspace, select Tools, then Install, and then Smart View.
2. Follow the steps in the installation wizard.

Accessing the Smart View Panel


Smart View is designed to work optimally with the ribbon structure in Microsoft Office
2007. However, you can use Smart View with Office 2003 through the Smart View menu.
You manage data source connections, access data and task lists, create reports, and
open Crystal Ball workbooks (if you are licensed for Crystal Ball EPM) in the Smart View
panel.
To open the Smart View panel:
1. In Excel, select the Smart View ribbon.
2. Click Open, and select Smart View Panel.
The Smart View panel s displayed on the right side of the
Microsoft Office application.

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You can move, resize, or close the Smart View panel from the down arrow in the title bar.
The Smart View panel contains the following panes:

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Homedisplays links to Shared Connections and Private Connections, and a list of


recently used items such as ad hoc grids, data forms, and tasks.

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Shared Connectionscontains a drop-down list of available connections from


Shared Services and a view of the contents of the currently selected connection.
Private Connectionscontains a drop-down list of available connections saved on
the local computer and a view of the contents of the currently selected connection.
You can also enter a URL to connect directly to a data source.
Task Listscontains a list of tasks. This pane opens only when you select a task list
from Shared Connections or Private Connections.
Simulation Workbookavailable to licensed Crystal Ball EPM users. This pane
contains a list of available Crystal Ball EPM workbooks that you can open in Smart
View.

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Action Panelcontains a list of operations available based on the selection in the


Shared Connection pane.

Planning 11.1.2: Installation and Configuration

11-25

Lesson 11 Accessing Planning in Workspace

Types of Connections
Before you can access data using Smart View, you must establish connections to your
Planning applications. You connect to data sources, manage your connections, and open
grids, data forms, and task lists from the Smart View Panel.
Depending on how you configure Smart View, you may or may not require users to enter
login credentials to connect to data sources.
There are two types of connections: Shared Connections and Private Connections.
Shared Connections
Shared connections are stored in a central location and are available to multiple users
through the Smart View panel. They are created and maintained by administrators.
Users, unlike administrators, cannot add, edit, or rename shared connections. They can
save them as private connections.
Private Connections
Private connections are created by saving a shared connection to your local computer or
by entering a URL to a provider that was not configured for shared connections.

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Connecting to Data Sources

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You connect to data sources in the Smart View Panel.

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To connect to data sources and open items in Smart View:


1. From the Smart View panel, perform one of the following actions:

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Click an item under Recently Used. You can click to pin items to this list.
Click Shared Connections to open the Shared Connections Panel, where you can
select a connection from the drop-down menu. You are prompted for your user
name and password.
Click Private Connections to open the Private Connections Panel, where you can
select a connection from the drop-down menu. You are prompted for your user
name and password when you select a connection.
Click Private Connections. Enter a URL in the box, and press Enter.
2. From the list, double-click the item (data form, ad hoc grid, smart slice, or task list)
that you want to open.

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11-26

Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace

Accessing Planning Applications


You can access Planning applications in:
Workspace

Smart View
Administration Services

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Accessing Planning Applications

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You can access Planning applications in:


Workspace
Smart View

Administration Services

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Planning 11.1.2: Installation and Configuration

11-27

Lesson 11 Accessing Planning in Workspace

Accessing Planning Applications in Workspace

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Accessing Planning Applications in Workspace

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After deploying your application, you launch Workspace to perform the following tasks:
Build and manage applications

Execute planning application tasks

Perform consolidation application tasks

Run or view highly formatted financial and operational reports from most data
sources, including Planning and Financial Management
Conduct high-performance, multidimensional modeling, analysis, and reporting with
Essbase

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Using Interactive Reporting, generate ad hoc relational queries, self-service


reporting, and dashboards against ODBC data sources

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Run high-volume, enterprise-wide reporting for production reporting

11-28

Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace


Using Web Analysis, perform interactive ad hoc analysis, presentations, and
reporting of multidimensional data
Generate enterprise metrics for management metrics and analysis, and present
information in easy-to-use, personalized, interactive dynamic dashboards
In addition, Workspace provides access to and interaction with other published content,
such as Word or Excel documents. Access to Workspace menus and toolbar features
are based on the users assigned roles and provisioned modules.
To access Planning applications in Workspace:
1. Select Navigate, then Applications, and then Planning.
2. Select the application that you want to open.
3. Optional: Select File, and then Preferences to make the application that is currently
open the default application. When you log on, the default application is opened
automatically.

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Planning 11.1.2: Installation and Configuration

11-29

Lesson 11 Accessing Planning in Workspace

Accessing Planning Applications in Smart View

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Accessing Planning Applications in Smart View

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In Smart View, you can view, import, manipulate, distribute and share data from data
sources.
To access Planning applications in Smart View:

1. In Excel, select the Smart View ribbon, and open the Smart View panel.
2. Click Shared Connections.
3. Click Modify.

The Advanced tab in the Options dialog box is displayed.

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4. Enter the Shared Connections URL using the following syntax, and click OK:

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http://myEPMServer:19000/workspace/SmartViewProviders

5. From the Shared Connections drop-down list, select a connection and click the right
arrow.

11-30

Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace

Taking Forms Offline

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Taking Forms Offline

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You use the Take Offline Wizard to take data forms offline.
To take forms offline:

1. In the Smart View ribbon, click More, select Offline, and then Take Offline.
2. Select the data forms that you want to take offline, and click Next.
3. Make your modifications to the data form.

4. In the Selected Members column, enter the required dimension members and click
Next.

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5. In the Local Connection Name text box, enter a name.


6. Optional: Enter a description.

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7. Click Finish.

8. When the Take Offline Wizard completes, click Done.

Planning 11.1.2: Installation and Configuration

11-31

Lesson 11 Accessing Planning in Workspace


To work with forms offline:
1. In the Smart View panel, click Private Connections.
2. From the drop-down list, select your offline connection.
3. Expand the list until you locate your data form.
4. Double-click the data form name.
5. Make your modifications.
6. If not already selected, click the Planning ribbon.
7. Click Submit Data.

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11-32

Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace

Accessing Planning Outlines in


Administration Services

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Accessing Planning Outlines in Administration Services

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An Essbase database is created for each plan type defined in a Planning application to
store and calculate its data. You can store the following objects in an Essbase database:
Database outlinesDefine the structure of the multidimensional database
consisting of dimensions and member hierarchies. The file extension is OTL.
Calculation scriptsEnable you to perform custom calculations in addition to the
standard consolidations and the standard mathematical operations defined in the
database outline. The file extension is CSC.
Report scriptsDefine reports based on data in one or more databases. The file
extension is REP.

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Data load rulesDefine editing operations on data files that populate the database.
The file extension is RUL.

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Planning 11.1.2: Installation and Configuration

11-33

Lesson 11 Accessing Planning in Workspace


After deploying Planning applications, you can perform the following tasks in Essbase
Administration Services Console:
View the database outline
Add formulas to members in the outline
Create load rules for loading data
Load data into databases
Calculate databases (aggregate data)
View log reports and other database server information for troubleshooting
To access Planning applications in Administration Ser vices Console:
1. In Enterprise View, expand Essbase Servers.
2. Expand your EPM Web server, and then Applications.
3. Locate the application that you want to view, and click Expand.
The plan types are displayed.

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4. Expand a plan types to display the following nodes:

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Outline
Linked Reporting Objects
Calculation Scripts

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Rules Files
Partitions

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11-34

Planning 11.1.2: Installation and Configuration

Lesson 11 Accessing Planning in Workspace

Summary
In this lesson, you should have learned to:
List the tasks for verifying the installation
Start EPM System services in the recommended order
Log on to Workspace
Create and deploy Planning applications
Provision users and groups
Configure Smart View

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Access Planning applications

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Planning 11.1.2: Installation and Configuration

11-35

Lesson 11 Accessing Planning in Workspace

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11-36

Planning 11.1.2: Installation and Configuration

L E S S O N

1 2

Verifying the Reporting Installation

12

Objectives
At the end of this lesson, you should be able to:
Test the Financial Reporting connectivity with Planning
Test the Web Analysis connectivity with Planning

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Lesson 12

Verifying the Reporting Installation

Testing Financial Reporting Connectivity

You use Financial


Reporting Studio to
create reports.

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Testing Financial Reporting Connectivity

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You can preview reports in two formats:

Hypertext Markup Language (HTML)Preview reports or snapshots


Portable Document Format (PDF)Preview or print reports or snapshots that are
displayed in the Web browser in Adobe Acrobat Reader
Essbase Server must be started so that you can view dynamic reports. When you view a
dynamic report, the user point of view (POV) is displayed. When you change the user
POV, the report is automatically refreshed to display current data for the new member
selection.
When you view a snapshot report, you see data for a specific point in time. Because the
POV is fixed with static data when it is created, the user POV is not displayed when you
view it. A snapshot report is disconnected from the data source and is not updated when
data changes.

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12-2

Planning 11.1.2: Installation and Configuration

Lesson 12

Verifying the Reporting Installation

To preview reports:
1. In the Workspace repository, right-click a report or snapshot.
2. Select Open In.
3. Select HTML Preview or PDF Preview.
The report is displayed in the content area.
To create a report:
1. Select Start, then Programs, then Oracle EPM System, then Reporting and Analysis, and
then Financial Reporting Studio.
Financial Reporting Studio is displayed.
2. Select File, then New, and then Report.
An empty report workspace is displayed.
3. Select Insert, and then Grid.
4. In the report workspace, drag the crosshairs to draw the grid size.
The Select a Database Connection dialog box is displayed.

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5. In the Database Connection list, select a database connection.


6. Click OK.

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7. In the Point of View frame, drag dimensions to the Rows and Columns areas and
click OK.

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8. In the grid, double-click a dimension.

The Select Members dialog box is displayed.


9. Select the members to display and click OK.

10. Repeat steps 8 and 9 to select members for dimensions displayed in the report.
11. If you added dimensions to the POV, click a dimension on the POV bar above the
grid.
The Select Members dialog box is displayed.

12. Select a member for each dimension in the Point of View.

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13. Click OK.

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Planning 11.1.2: Installation and Configuration

12-3

Lesson 12

Verifying the Reporting Installation

14. Select File, and then Save.


The Save Report dialog box is displayed.
15. In the Name text box, type a name for the report.
16. Click Save.
17. Select File, and then Web Preview.
The report is displayed in Workspace.
18. In Financial Reporting Studio, select File, and then Exit.

Importing Content
You can import Financial Reporting files that are exported from a repository. This process
is useful for moving repository objects from one server to another. The following
Financial Reporting file types can be imported:
FIle Type

Extension

Report

DES

Snapshot report

RPT

Book

KBK

Snapshot book

KBT

Batch

BCH

Grid

ROG

Text or object
Image

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ROT

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ROI

Chart

ROC

Row and column template

ROS

You can also import zipped files that contain Financial Reporting folders and files. The
folder paths and files are created during import. After importing a Financial Reporting file,
you modify it to configure general and advanced properties and to assign access
privileges.

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12-4

Planning 11.1.2: Installation and Configuration

Lesson 12

Verifying the Reporting Installation

When you import a file into a repository, Financial Reporting verifies whether the
database connections specified in the file exist in the repository. The following actions
occur during import:
If the imported file contains a database connection that matches a connection in the
repository, the file is imported with the matching database connection.
If the imported file does not contain a database connection that matches a
connection in the repository, you are prompted to select or create a database
connection.

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Planning 11.1.2: Installation and Configuration

12-5

Lesson 12

Verifying the Reporting Installation

Managing Financial Reporting Database


Connections

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Managing Financial Reporting Database Connections

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Database connections define the data sources for the grids of Financial Reporting files.
For repository files, you can create, edit, delete, and change database connections. This
ability enables you to reassign database connections, when you move items from one
server to another, and to point repository files to a various servers and applications.
In Database Connection Manager, you manage database connections and, for each
connection, provide the following information:
Database connection name

Data source typeEssbase, Financial Management, Planning, SAPBW, or MS


OLAP

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Connection path

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Authentication information

12-6

Planning 11.1.2: Installation and Configuration

Lesson 12

Verifying the Reporting Installation

To add database connections:


1. Select Tools, then Database Connection Manager.
The Database Connection Manager dialog box is displayed with a
list of database connections.
2. Click New.
The Database Connection Properties dialog box is displayed.
3. In the Database Connection Name text box, enter a unique database connection
name.
4. From the Type drop-down list, select a data source type.
5. For the data source type, enter the required information and click OK.
The new database connection is displayed in the Database
Connection Manager dialog box.
6. Click Close.

Exporting Reports to Excel

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After previewing a report in HTML or PDF, you can export the report to a Microsoft Excel
spreadsheet.

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When you export a report to Excel, you select one of the following options:

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Fully Formatted Grids and TextThe current page of the report is exported to
Excel in a format that is similar to its format in Financial Reporting. The report is
converted to HTML with the Hyperion formatting definitions and calculated numbers.
Charts in the report are exported as images. To export multiple pages, you display
and export one page at a time.

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Query-Ready Grids and TextThe first grid in the report is exported to Excel. The
grid is converted to HTML, and Hyperion-specific formatting is removed. Images and
charts in the report are not exported. After the grid is exported, you connect to an
Essbase server and use Smart View to perform ad hoc analysis.

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Planning 11.1.2: Installation and Configuration

12-7

Lesson 12

Verifying the Reporting Installation

Testing Web Analysis Connectivity


You launch Web Analysis Studio from the Links menu in
Workspace.

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Testing Web Analysis Connectivity

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You can preview Web Analysis documents in HTML or Adobe Portable Document
Format (PDF) from Workspace.
PDF printing options:

Print ScreenPrints the current display quickly and easily. Because documents can
contain multiple data objects, Print Screen does not specify OLAP pages. If you want
to include OLAP pages or object-specific document summaries, you should select
Print Selected Object.
Print Selected ObjectPrints the selected document and its specified OLAP pages.
To test Web Analysis, you first launch Web Analysis Studio and create a database
connection to a Planning application. You then create a Web Analysis report and view
the report in Workspace.

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12-8

Planning 11.1.2: Installation and Configuration

Lesson 12

Verifying the Reporting Installation

To create a database connection:


1. In Workspace, select Tools, then Links, and then Web Analysis Studio.
2. When prompted, select to install the required Web Analysis components, accepting
all defaults.
Web Analysis Studio is displayed.
3. Select File, then New, then Database Connection, and then Planning.
4. Enter the requested information (name of the application server, administrator user
ID, and password), and click Next.
5. In the Available Applications list, select the Planning application that you created.
6. Click Finish.
The Save As dialog box is displayed.
7. In the File Name text box, type a name for the database connection.
8. Click OK.

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1. In the view pane, double-click Databases.


A list of database connections is displayed.
2. Double-click the database connection that you created.
3. In the toolbar, click Navigate Data Source.

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4. Drag dimensions to the Rows, Columns, and Filters sections.


5. From the list of accounts, select the accounts that you want in the report and click OK.
6. For each dimension in the Filters section, select the member that you want for the
filter and click OK.
The report is displayed.
7. Select File, and then Save.

8. In the File Name text box, type a name for the report and click OK.
9. Select File, and then Exit.

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Workspace is displayed.

Planning 11.1.2: Installation and Configuration

12-9

Lesson 12

Verifying the Reporting Installation

10. In the view pane, select Users.


A list of users is displayed.
11. Select the Planning administrator user.
12. Select Reports.
The report that you created is displayed in the list of reports.
13. Select the report that you created.
The report is displayed in Workspace.

Using POV Definitions in Workspace


You cannot create or activate POV definitions in Workspace. However, you can select
database connections with activated POV definitions and apply the definitions to
documents that you are creating. Workspace users cannot apply POV definitions to
documents.

Managing Web Analysis Database Connections

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connections. Documents are dependent on database connection files to query data
sources. A document can use multiple database connections to connect to one or more
data sources.

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12-10

Planning 11.1.2: Installation and Configuration

Lesson 12

Verifying the Reporting Installation

Summary
In this lesson, you should have learned to:
Test the Financial Reporting connectivity with Planning
Test the Web Analysis connectivity with Planning

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Planning 11.1.2: Installation and Configuration

12-11

Lesson 12

Verifying the Reporting Installation

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12-12

Planning 11.1.2: Installation and Configuration

L E S S O N

1 3

Moving Classic Applications to


Performance Management Architect

13

Objectives
At the end of this lesson, you should be able to:
Describe Application Upgrade Wizard
Move Classic Applications to Performance Management Architect

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Lesson 13

Moving Classic Applications to Performance Management Architect

Application Upgrade Wizard


Application Upgrade Wizard enables upgrades from Classic
applications to Performance Management Architect.

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Application Upgrade Wizard

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You use the Application Upgrade Wizard to move Classic applications to Performance
Management Architect.
If you move an application created in Classic Application Administration to Performance
Management Architect, an application cannot return to Classic Application
Administration.

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13-2

Planning 11.1.2: Installation and Configuration

Lesson 13

Moving Classic Applications to Performance Management Architect

Moving Classic Applications to Performance


Management Architect
To access the Application
Upgrade Wizard:
In EPM Workspace, select
Navigate, then Administer,
and then Application
Upgrade.

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Moving Classic Applications to Performance Management


Architect

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To access Application Upgrade Wizard in Workspace, select Navigate, then Administer,


and then Application Upgrade.
The succeeding sections cover the individual pages in the wizard.

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Planning 11.1.2: Installation and Configuration

13-3

Lesson 13

Moving Classic Applications to Performance Management Architect

Step 1: Reviewing the Welcome Page

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Step 1: Reviewing the Welcome Page

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Upon accessing Application Upgrade Wizard, the Welcome page is displayed with the
following content:
The following screens will allow you to select the application(s) and then perform the
upgrade on those applications. you may select as many applications as you wish to
upgrade at one time.
The Upgrade Wizard may be run at any time but on only those applications that have
not been upgraded.
When you finish reviewing the Welcome page, click Next.

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Planning 11.1.2: Installation and Configuration

Lesson 13

Moving Classic Applications to Performance Management Architect

Step 2: Reviewing the Application Summary

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Step 2: Reviewing the Application Summary

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The second page of the Application Upgrade Wizard, Application Summary, displays the
applications found in your EPM System installation. It indicates which applications can
and cannot be upgraded. In the Comment column, it states why the application cannot
be upgraded.
After reviewing the application list, click Next.

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Planning 11.1.2: Installation and Configuration

13-5

Lesson 13

Moving Classic Applications to Performance Management Architect

Step 3: Selecting Applications

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Step 3: Selecting Applications

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On the Application Selection page, you select from the list of upgradeable applications
and move them to the Application to Upgrade list.
After making your selections, click Next.

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Planning 11.1.2: Installation and Configuration

Lesson 13

Moving Classic Applications to Performance Management Architect

Step 4: Reviewing the Upgrade Summary

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Step 4: Reviewing the Upgrade Summary

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The Upgrade Summary page displays the list of applications to be upgraded. When you
click Finish, the upgrade process begins.

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Planning 11.1.2: Installation and Configuration

13-7

Lesson 13

Moving Classic Applications to Performance Management Architect

Step 5: Viewing Job Console

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Step 5: Viewing Job Console

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When the upgrade process begins, Job Console is displayed. Click Refresh to update the
job status on the page.

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13-8

Planning 11.1.2: Installation and Configuration

Lesson 13

Moving Classic Applications to Performance Management Architect

Step 6: Viewing Application Library

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Step 6: Viewing Application Library

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After the upgrade process is completed, navigate to Application Library to verify that the
application moved to Performance Management Architect.
Select the application and review the information in the Summary and Properties
sections.

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Planning 11.1.2: Installation and Configuration

13-9

Lesson 13

Moving Classic Applications to Performance Management Architect

Step 7: Accessing the Application

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Step 7: Accessing the Application

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Once verified that the application moved to Performance Management Architect, you can
access the application from the Navigate menu.
To access applications, select Navigate, then Applications, then Consolidation, and then
select the application.

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13-10

Planning 11.1.2: Installation and Configuration

Lesson 13

Moving Classic Applications to Performance Management Architect

Summary
In this lesson, you should have learned to:
Describe Application Upgrade Wizard
Move Classic Applications to Performance Management Architect

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Planning 11.1.2: Installation and Configuration

13-11

Lesson 13

Moving Classic Applications to Performance Management Architect

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Planning 11.1.2: Installation and Configuration

L E S S O N

1 4

Performing System Maintenance

14

Objectives
At the end of this lesson, you should be able to:
Describe the backup and recovery process
Backup repositories, databases, and file systems
Backup the Windows registry
Backup and recover EPM System products

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Manage EPM System log files

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Lesson 14

Performing System Maintenance

Backup and Recovery Overview

Databases, applications, and application data


File system - product directories and application directories

Operating system registry


Product-specific components

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Backup and Recovery Overview

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System failures can devastate businesses, resulting in lost data, time and revenue, and
creating user dissatisfaction. Whether you use one database or multiple databases
storing terabytes of data, Oracle recommends that you protect yourself from significant
losses in data, time, and resources by developing and implementing a backup and
recovery plan.

Assumed Knowledge

This course is for administrators who install, configure, deploy, and manage EPMSystem
products. The following skills are required:
Security and server administration skills

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Windows or UNIX administration skills or both, depending on your computing


environment

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Planning 11.1.2: Installation and Configuration

Lesson 14

Performing System Maintenance

Web application server administration skills, including familiarity with your Java
application server
A strong understanding of your organization's security infrastructure, including
authentication providers such as Oracle Internet Directory, Lightweight Directory
Access Protocol (LDAP), Microsoft Active Directory, and use of Secure Sockets
Layer (SSL)
A strong understanding of your organization's database and server environments,
including file systems
A strong understanding of your organization's network environment and port usage

Common Backup Tasks


You should back up the following types of events:
Before refreshing applications
Before moving applications to another server
Before upgrading applications

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As your business dictates (for example, at key planning milestones)

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The following list summarizes common backup tasks:


Preparing for backupStop products and related services.

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Database backupBack up all relational storage used by EPM System products.


File system backupRegular file system backups are recommended for Foundation
Services, Business Rules, FDM, Financial Management, Performance Management
Architect, Planning, and Reporting and Analysis.

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Operating System registry backupBack up up registry settings and specific system


variables in Windows and UNIX environments.
Product-specific backupBack up specific EPM System product components such
as application metadata and data.

Backup Prerequisites

Perform these tasks before backing up:

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Stop products and ensure that all users are logged off.
Stop all product services.

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Stop all Workspace services.

Planning 11.1.2: Installation and Configuration

14-3

Lesson 14

Performing System Maintenance

Backing Up Databases and File Systems


Regular backups of the following product databases and file
systems are recommended:
Foundation Services
Business Rules
Performance Management Architect
Calculation Manager
Financial Management
Essbase
Planning
Hyperion Reporting and Analysis

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Backing Up Databases and File Systems

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Many EPM System products use repositories, which contain various items that the
products require. Repository contents differ by product. Some product repositories use
RDBMS, some use file systems, and some use both RDBMS and file systems.
Regular backups of the following product databases and file systems are recommended:
Foundation Services

Business Rules and Calculation Manager


Performance Management Architect
Essbase

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Planning

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Reporting and Analysis

14-4

Planning 11.1.2: Installation and Configuration

Lesson 14

Performing System Maintenance

Database Backup Types


You can use several types of database backup, depending on your computing
environment.
Physical Backup
Physical backups are copies of physical database files. For example, a physical backup
might copy database content from a local disk drive to another secure location.
A physical backup can be hot or cold:
Hot backupUsers can modify the database during a hot backup. Log files of
changes made during the backup are saved, and the logged changes are applied to
synchronize the database and the backup copy. You perform a hot backup when a
full backup is needed and the service level does not allow system downtime for a
cold backup.
Cold backupUsers cannot modify the database during a cold backup, so the
database and the backup copy are always synchronized. You perform a cold backup
only when the service level allows for the required system downtime.
You can perform a full or incremental backup:

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FullCreates a copy of data that can include parts of a database such as the control
file, transaction files (redo logs), archive files, and data files. This backup type
protects data from application error and safeguards against loss by providing a way
to restore original data. Perform this backup weekly, or biweekly, depending on how
often your data changes. Oracle recommends that you make full backups cold, so
that users cannot make changes during backup.

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NOTE: The database must be in archive log mode for a full physical
backup.
IncrementalCaptures only changes made after the last full physical backup. The
files differfor databases, but the principle is that only transaction log files created
since the last backup are archived. You can perform an incremental backup hot,
while the database is in use, but it slows database performance.
In addition to backups, consider using clustering or log shipping to secure database
content. See the Oracle Hyperion Enterprise Performance Management System High
Availability Guide and the RDBMS documentation.

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Planning 11.1.2: Installation and Configuration

14-5

Lesson 14

Performing System Maintenance

Logical Backups
A logical backup copies data, but not physical files, from one location to another. A
logical backup is used to move or archive a database, tables, or schemas and to verify
database structures. A full logical backup enables you to copy these items across
environments that use different components, such as operating systems:
Entire applications
Data repositories such as the Shared Services Registry and Oracle Essbase cubes
Individual artifacts such as scripts, data forms, and rule files
A logical export backup generates necessary Structured Query Language (SQL)
statements to obtain all table data that is written to a binary file. A logical export backup
does not contain database instance-related information, such as the physical disk
location, so you can restore the same data on another database machine. Periodic
logical export backups (at least weekly) are recommended in case physical backups fail
or the database machine becomes unavailable.
Backup with Lifecycle Management
You can use Lifecycle Management, which is provided with Shared Services, to perform
logical backups. Lifecycle Management is discussed in the succeeding lesson.

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File System Backup Types

A complete file system backup includes an entire system directory. For example, backing
up the EPM Oracle home directory backs up all installed EPM System products.

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can perform:
Type

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Description

Post-installation
Daily
Incremental
Weekly-full
As-needed

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Backs up directories created or modified if you reconfigure products.


Backs up new directories or files or those modified since the previous day,
including repository content and log files.
Backs up all files in the directories for which you perform incremental
backups on a daily basis.
Backs up data that is not frequently modified.

You back up directories and files by copying them to another location or storage device.
You can also use utilities provided with your operating system, such as the Windows
2003 Backup Utility. In the event of a failure, restore these directories and files by
returning the copy to the original location.

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Planning 11.1.2: Installation and Configuration

Lesson 14

Performing System Maintenance

Oracle recommends that you back up the following files:


MIDDLEWARE_HOME/user_projects/epmsystem1/config (to back up the
configuration and reconfiguration settings written to the Shared Services Registry)
MIDDLEWARE_HOME/user_projects/epmsystem1/product
MIDDLEWARE_HOME/user_projects/epmsystem1/domains/EPMSystem (to backup
the EPM System WebLogic domain directory)
MIDDLEWARE_HOME/user_projects/epmsystem1/import_export (to backup
Lifecycle Management content)
Product applications and application data using Lifecycle Management.

Recovery Sequence
Restore Shared Services, and the components that you backed up for Shared Services,
before restoring other products.
NOTE: It is imperative that you synchronize the backup and restore operations for
EPM System products, because EPM System products continually read and
write information to the Shared Services repository. When restoring Shared
Services from a backup, for example, you must also restore registered EPM
System products from backups that were made at the same time.

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Planning 11.1.2: Installation and Configuration

14-7

Lesson 14

Performing System Maintenance

Backing Up Windows Registry Settings

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Backing Up Windows Registry Settings

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Oracle recommends that you back up the Windows registry, including installation and
configuration entries such as HKEY_LOCAL_MACHINE\SOFTWARE\HyperionSolutions.
You can back up system and product components (such as services) by using the
regedit command in Microsoft Windows to create a registry file.
To export Windows registr y settings:
1. Select Start, and then Run.

2. Enter regedit, and click OK.

3. Right-click a component, and select Export.

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5. Run the file to restore the component in the event of a failure.

Oracle recommends backing up the HYPERION_HOME and EPM_ORACLE_HOME


system variables as well.

14-8

Planning 11.1.2: Installation and Configuration

Lesson 14

Performing System Maintenance

Backing Up and Recovering


EPM System Products

Planning

Shared Services

Workspace

Essbase

Performance
Management Architect

Smart View

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Calculation Manager

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Backing Up and Recovering EPM System Products

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This section discusses product-specific backup practices.

Workspace and Shared Services

Workspace and Shared Services share a file system and database.


NOTE: You must synchronize Shared Services backups with product backups to
preserve provisioning data.

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Backing Up the File System


You can also use utilities provided with your operating system to backup folders to a
different location.

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Planning 11.1.2: Installation and Configuration

14-9

Lesson 14

Performing System Maintenance

To back up the file system for Workspace and Shared Ser vices:
1. Copy the MIDDLEWARE_HOME/user_projects/epmsystem1 folder to a storage
device or another network location after you install or reconfigure Workspace.
NOTE: This is a one-time backup of all EPM System products that are
installed and configured on the machine.
2. Perform a weekly full or daily incremental backup of these subfolders of
MIDDLEWARE_HOME/user_projects/epmsystem1/config:
FoundationServices
Foundation
NOTE: The Foundation subfolder contains the .reg.properties file, which
is required for recovery.

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3. Optional: Perform a monthly or weekly backup of


MIDDLEWARE_HOME/user_projects/epmsystem1/domains/EPMSystem/servers/Fo
undationServices0/logs, which contains historical information.

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Backing Up the Database


In most companies, the database administrator is expected to perform database backups
and restores. This class does not discuss database backup steps in detail. Consult your
database administration guide for complete backup procedures.

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To back up the database for Workspace and Shared Ser vices:


1. Navigate to your database system tables.

2. Back up the Shared Services and Workspace schema if you use Oracle RDBMS;
otherwise, back up the SQL Server or DB2 database.
Recovering Workspace and Shared Services
Make sure that you properly backed up the Foundation Services database and file
system before performing a restore.

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Planning 11.1.2: Installation and Configuration

Lesson 14

Performing System Maintenance

To recover Workspace and Shared Ser vices:


1. Recover all components that you backed up, including Shared Services Registry, by
placing the copied directories and files in their original locations.
2. Restart all product and related services.

Essbase
You must often back up the following Essbase components:
Applications
Calculation Scripts
Security files
Configuration settings
File System Backup
You can use the file system backup software of your choice. You can back up specific
directories or files, or you can back up the entire Essbase directory structure. Back up all
.ind and .pag files related to a database because a single database can have multiple
.ind and .pag files. Shut down the Agent before backing up essbase.sec.

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Data Export in a Text Format


You can export data copies to a file that you specify. If you export to a text file, Essbase
does not compress data. The text export file contains data only and does not include
control, outline, or security information.

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You can use text export files to load data from the source database into databases on
other platforms. Consider exporting data for the following purposes:
To transfer data across platforms

To back up only part of the data; for example, level 0 blocks

To create an exported file in text format, rather than binary format


You can export data using the following tools:
Essbase Administration Services
Report Writer

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ESSCMD

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14-11

Lesson 14

Performing System Maintenance

Performance Management Architect


You should backup the Performance Management Architect database regularly. If you
change the configuration settings, you should also backup the file system.
To back up Performance Management Architect:
1. Back up the Performance Management Architect database and file system. For
details, see Common Backup Tasks in this lesson.
2. Periodically back up
EPM_ORACLE_HOME/products/Foundation/BPMA/AppServer/DimensionServer/Se
rverEngine/bin/bpma_server_config.xml.
To recover Performance Management Architect:
1. Restore the Performance Management Architect database that you backed up.
2. Recover configuration settings by restoring the file system that you backed up.
3. Install Dimension Services Server by running
EPM_ORACLE_HOME/products/Foundation/BPMA/AppServer/DimensionServer/Se
rverEngine/bin/services_build_helper.exe INSTALL PROD.

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4. Create a virtual directory for hyperion-bpma-server in Internet Information Services


(IIS) that references this folder:

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EPM_ORACLE_HOME/products/Foundation/BPMA/AppServer/DimensionServer/We
bServices

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5. Ensure that the .NET version of the Web application is 2.0, and enable ASP.NET 2.0
extension.
6. Ensure that write access for C:/Documents and Settings/All
Users/Application Data is enabled for NETWORK SERVICE user.
7. Run the following scripts in
MIDDLEWARE_HOME/user_projects/epmsystem1/bin/deploymentScripts/instal
lServiceScripts to install the J2EE Web tier services:
installServiceEPMADataSynchronizer.bat
installServiceEPMAWebServer.bat

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8. Restart the product and any related services.

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Planning 11.1.2: Installation and Configuration

Lesson 14

Performing System Maintenance

Planning
You should backup Planning system and application databases regularly.
To back up Planning:
1. Back up the Planning relational database.
2. Back up the following Windows registry entries:
HKLM/Software/Oracle* nodes
HKLM/System/CurrentControlSet/Services/Oracle*
3. Back up the Essbase outline files for your applications.
4. Back up the full export of Essbase data.
5. Back up any calculation scripts and substitution variables associated with Essbase.
6. Back up the file system folder that contains Planning shared libraries:
32-bit: EPM_ORACLE_HOME/products/Planning/lib

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64-bit: EPM_ORACLE_HOME/products/Planning/lib64
7. UNIX: Back up custom scripts, such as startup files associated with Planning.

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8. Back up of EPM_ORACLE_HOME/products/Planning directory incuding the


following files:
log4J.properties

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essbase.properties

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To recover Planning:

1. Stop all product and related services.

2. Replace backed up files and directories in the original locations.


3. Restore the Planning databases.
4. Restart all servers and services.

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14-13

Lesson 14

Performing System Maintenance

Calculation Manager
To enable recovery after a failure, you should back up the database that you use with
Calculation Manager, as described in the RDBMS documentation. Additional precautions
you can take:
Back up the product components in
EPM_ORACLE_HOME/products/Foundation/CALC.
Perform a weekly full or daily incremental backup of
MIDDLEWARE_HOME/user_projects/domains/EPMSystem/servers/CalcMgr0/logs
.

Smart View
To back up Smart View, copy the Microsoft Office XLS, XLSX, DOC, DOCX, PPT, and
PPTX files that contain your generated data, and place them on a storage device or in
another location.
To recover data after a failure or crash, replace the copied files in the original location.

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Planning 11.1.2: Installation and Configuration

Lesson 14

Performing System Maintenance

Managing EPM System Log Files

Diagnostics Folder

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Product Log Folders

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Managing EPM System Log Files

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EPM System products continually generate log file and audit information. It is important
to archive these files periodically so that the file size does not become unmanageable.
Most EPM System products use the ODL framework for logging purposes. ODL provides
plug-in components that complement the standard Java framework to automatically
integrate log data with Oracle log analysis tools. In the ODL framework, log files are
formatted as text documents. Another key benefit of ODL is that log file rotation is
supported.
ODL consists of two file types:
Configuration files

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Log files

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Planning 11.1.2: Installation and Configuration

14-15

Lesson 14

Performing System Maintenance

Configuration Files
ODL uses a configuration file to manage and limit the logging information for EPM
System products. Each configuration file contains options for log file location, size,
rotation, logging level, and so on.
Configuration File Properties
The following table lists some of the configurable properties in the logging.xml file. For
a complete list, see the Oracle Hyperion Enterprise Performance Management System
Release 11.1.2 Installation and Configuration Troubleshooting Guide.
Property Name

Description

path

Log path

format

Format to use (in ODL-text)

maxFileSize

The maximum size in bytes for each log file. When the
main log file reaches the given size, it triggers a log
rotation, where the main log file is archived and a new
log file is created.

maxLogSize

The maximum size in bytes for the entire log. Older


archive files are deleted to keep the total log size under
the given limit.

rotationFrequency

The frequency, in minutes, for rotating the logs. The


value must be a number (minutes), or hour, day, or
week (values are not case-sensitive).

retentionPeriod

The time period for which older log file should be kept.
Files that are older than the given period are deleted.
Files are deleted only when there is a log rotation, no
background thread deletes log files. As a result, files
may not be deleted for some time after the retention
period expires. The value must be a number (minutes),
or day, week, month (30 days) or year (values are not
case sensitive).

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Planning 11.1.2: Installation and Configuration

Lesson 14

Performing System Maintenance

Property Name

Description

keepOpen

If the flag is set to true, the main log file is kept open all
times. If the flag is set to false, the main log file is open
and closed upon each log operation. The default value
is true.

deleteFiles

This flag determines whether archive files can be


deleted when the total log size reaches the maximum
limit. In most cases, the default value for the flag is true,
which means that old files can be deleted. In rare use
cases, in which archive files should not be deleted, this
flag can be set to false.
Note: If deleteFiles is set to false, and a maxLogSize
limit is set, messages are not logged after the log size
reaches the specified maxLogSize limit.

Message Types
Message type is the standard ODL terminology for a log level. Message types are
controlled from the configuration file in loggers. Oracle recommends that you set a lower
message type as the default to allow for finer control.

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Message Type

Description

ERROR

A serious problem that requires immediate attention


from the System Administrator and is not caused by a
bug in the product.

WARNING

A potential problem that the system administrator


should review.

NOTIFICATION
TRACE

UNKNOWN

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A major lifecycle event such as the activation or


deactivation of a primary sub-component or feature.
Trace or debug information for events, such as public
API entry/exit points. The messages should be
understandable to those who do not know internal
implementation details.
May be used when the type is unknown.

Modifying Configuration Files


You use a text editor to modify configuration files.

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Planning 11.1.2: Installation and Configuration

14-17

Lesson 14

Performing System Maintenance

To modify configuration files:


1. Locate the configuration files (logging.xml) for each product.
2. Open the file in a text editor and update the properties or message type.
3. Click Save.
4. Restart the component process.
Location of Configuration Files
The default installation directory is Oracle/Middleware. The Middleware home location is
referred to as MIDDLEWARE_HOME throughout this chapter. The following table lists the
location of the configuration files by product:
Product

Configuration File Location

EPM System Configurator

MIDDLEWARE_HOME/EPMSystem11R1/common/confi
g/11.1.2.0/configTool-logging.xml

Shared Services and


Workspace

MIDDLEWARE_HOME/user_projects/epmsystem1/d
omains/EPMSystem/config/fmwconfig/servers/Foun
dationServices0/logging.xml

Shared Services for LCM

MIDDLEWARE_HOME/user_projects/empsystem1/c
onfig/FoundationServices/logging.xml

Performance Management
Architect Dimension Server

MIDDLEWARE_HOME/user_projects/epmsystem1/c
onfig/EPMA/DimensionServer/logging.xml

Performance Management
Architect Web Server

MIDDLEWARE_HOME/user_projects/epmsystem1/d
omains/EPMSystem/config/fmwconfig/servers/EPMA
WebReports0/logging.xml

Calculation Manager

MIDDLEWARE_HOME/user_projects/epmsystem1/d
omains/EPMSystem/config/fmwconfig/servers/calc
mgr0/logging.xml

Essbase Server

MIDDLEWARE_HOME/user_projects/epmsystem1/E
ssbaseServe/essbaseserver1/bin/logging.xml

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Essbase Administration
Services

MIDDLEWARE_HOME/user_projects/epmsystem1/d
omains/EPMSystem/config/fmwconfig/servers/eas0
/logging.xml

Essbase Studio

MIDDLEWARE_HOME/user_projects/epmsystem1/B
PMS/bpms1/bin/logging.xml

Oracle Hyperion Provider


Services

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MIDDLEWARE_HOME/user_projects/epmsystem1/d
omains/EPMSystem/config/fmwconfig/servers/Anal
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Planning 11.1.2: Installation and Configuration

Lesson 14

Performing System Maintenance

Product

Configuration File Location

Reporting and Analysis


Framework

MIDDLEWARE_HOME/user_projects/epmsystem1/d
omains/EPMSystem/config/fmwconfig/servers/RaFr
amework0/logging.xml

Reporting and Analysis


Framework Services

MIDDLEWARE_HOME/user_projects/epmsystem1/c
onfig/ReportingAnalysis/logging/logging_ra.xml

Log Files
Each product, component, service, or servlet has its own log file. In a distributed
installation, all services of one type log their messages to one file. Separate log files are
generated for license information, configuration, and, if necessary, environment
information.
Log Message File Format
The following table lists the log message format and descriptions:
Log Message Format

Description

Time Stamp

Date and time when the message was generated, adjusted


for time difference between the host where the message
was generated and the host of the common repository. This
field is set only when the log message is written to a central
repository and should not be set by components.

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Example: [2010-01-22T05:23:31.755-08:00]
Component ID

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The component that originated the message. The format is


EPMXXX where XXX is the name of the product.

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Example: [FoundationServices0].

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Planning 11.1.2: Installation and Configuration

14-19

Lesson 14

Performing System Maintenance

Log Message Format

Description

Message Type

Defined message types: ERROR, WARNING, NOTIFICATION,


and TRACE. The value UNKNOWN may be used when the type
is unknown.
ERRORA serious problem that requires immediate
attention from the System Administrator and is not
caused by a bug in the product.
WARNINGA potential problem that should be reviewed
by the System Administrator.
NOTIFICATIONA major lifecycle event such as the
activation or deactivation of a primary subcomponent or
feature.
TRACETrace or debug information for events that are
meaningful to users, such as public API entry/exit points.
The messages should be understandable by those who
do not know internal implementation details.
UNKNOWN (may be used when the type is unknown).

Message ID

A short identifier that uniquely identifies the message.


Example: [EPMWKSP-000001]

Module ID

An identifier of the module that originated the message.


The value is component-specific.

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Example: [Initialization]
Execution Context ID (ECID)

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Execution context ID helps connect multiple log files.

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Example:
[ecid:0000IPMCrhW17ic5PjWByd1BMQPg000002,0]

Message Text

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Actual log message.

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Planning 11.1.2: Installation and Configuration

Lesson 14

Performing System Maintenance

EPM System Component Log Locations


The following table lists the logs and log locations of EPM System components:
EPM System Component
and Log Location
EPM System Installer logs
MIDDLEWARE_HOME/EP
MSystem11R1/diagnostics/l
ogs/install

Name and Contents


common-install.logCommon Component files activity;
for example, ODBC
common-ocm-install.logOCM (Oracle Configuration
Manager) activity
common-ohs-install.logActivity of OHS, (Oracle's
HTTP Web server) which is silently installed from an
embedded installer.
common-ohs-oui-out.logOracle Universal Installer
information about OHS install
common-product-install.logProduct common
component files activity; for example, ADM drivers, CRS
utility
common-staticcontent-install.logStatic content
files

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common-wl-install.logWebLogic files
install-ocm-output.logOCM files

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installTool-install-DDD-MM.DD.YYYY-TIME.log
Main log written by EPM System Installer to log user
activity

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PRODUCTinstall.logInstallation failure of product


assembliesIndicates whether a product assembly
installation fails. (each assembly has a log file.); for
example, hss-install.log for Shared Services

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14-21

Lesson 14

Performing System Maintenance

EPM System Configurator


logs

config/configtool.logConfiguration task output and


warning messages.

MIDDLEWARE_HOME/use
r_projects/epmsystem1/di
agnostics/logs/

config/registry.logTrace of registry calls made


during configuration.
css/css.logTrace of CSS calls made during
configuration.
config/cmcconfig.logTrace of Reporting and Analysis
Configuring and Monitoring console (CMC) calls made
during configuration.
config/configtool_summary.logSummary status
about pass/fail tasks
config/ocm-config.logOCM configuration log
config/SharedServices_Security.logHSS
registration log

Web Server logsFor


Oracle HTTP Server
(OHS)OHS created with
EPM System Installer

console~OHS~1.log
ohs_component.log
access_log.log

MIDDLEWARE_HOME/use
r_projects/epmsystem1/ht
tpConfig/ohs/diagnostics/l
ogs/OHS/ohs_component

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Shared Services

SharedServices_Admin.logUser management activity

MIDDLEWARE_HOME/use
r_projects/epmsystem1/di
agnostics/logs/sharedserv
ices

SharedServices_Audit.logAudit server errors while


reading/writing audit information to the database or while
configuring auditing

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SharedServices_Audit_Client.logInformation about
the client

SharedServices_Hub.logShared Services context


listener activity
SharedServices_LCM.logLifecycle mManagement
activity
SharedServices_Metadata.logInformation about
metadata management and registration
SharedServices_Registry.logShared Services
Registry activity

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14-22

SharedServices_Security.logExternal authentication
and single sign-on activity
SharedServices_TaskFlow.logInformation about
taskflows

Planning 11.1.2: Installation and Configuration

Lesson 14

Performing System Maintenance

EPM Workspace

Workspace.logGeneral messages

MIDDLEWARE_HOME/use
r_projects/epmsystem1/di
agnostics/logs/Foundatio
nServices

WorkspaceConfig.logEPM Workspace settings,


product integrations
WorkspacePrefs.logPreferences-related messages
activity
WorkspaceSecurity.logAuthentication requests,
security messages, logon or logoff, and session creation or
termination.

Financial Management

HsvEventLog.logFinancial Management activity

MIDDLEWARE_HOME/use
r_projects/empsystem1/di
agnostics/logs/hfm
Performance Management
Architect
MIDDLEWARE_HOME/use
r_projects/empsystem1/di
agnostics/logs/epma

datasync.logLogging information from data


synchronization activities; for example, validation and
execution errors from connectors
DimensionServer.logActivities from the dimension
server; for example, all dimension manipulation, and
export activities
epma.logEPMAPerformance Management Architect
wWeb tier activities; for example, deployment activities,
LCM activities, and product interaction activities

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14-23

Lesson 14

Performing System Maintenance

Summary
In this lesson, you should have learned to:
Describe the backup and recovery process
Backup repositories, databases, and file systems
Backup the Windows registry
Backup and recover EPM System products
Manage EPM System log files

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Planning 11.1.2: Installation and Configuration

L E S S O N

1 5

Performing Migrations with Lifecycle


Management

15

Objectives
At the end of this lesson, you should be able to:
Describe Lifecycle Management
Identify the artifacts that you can migrate
View and search for artifacts
Explain the application and artifact migration process

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Select the appropriate migration scenario for your environment

Identify the tasks that you can perform using the Lifecycle Management
Utility
Run the Lifecycle Management Utility
Access and view migration status reports

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Enable and view audit reports

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Lesson 15

Performing Migrations with Lifecycle Management

Lifecycle Management Overview


LCM provides a consistent, repeatable process to migrate
applications, artifacts, and users from one operating
environment to another environment.

Development

Test

Production

Copy right 2010, O rac le and/or its affiliates. All rights res erved.

Lifecycle Management Overview

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After successfully deploying an application in an environment, you can use Lifecycle


Management (LCM) to migrate the application, repository, or individual artifacts across
product environments and operating systems. Migration is the process of copying all or
part of an application instance from one operating environment to another.
For example, you can migrate an application from development to test or from test to
production. Artifacts are individual application or repository items; for example, scripts,
data forms, rules files, documents, financial reports, and so forth.
With LCM, you can perform the following tasks:
Viewing applications and directories

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Searching for artifacts

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Migrating directly from one application to another


Migrating to and from the file system

15-2

Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Saving and loading migration definition files


Viewing selected artifacts
Auditing migrations
Viewing the status of migrations
Importing and exporting individual artifacts for quick changes on the file system

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Planning 11.1.2: Installation and Configuration

15-3

Lesson 15

Performing Migrations with Lifecycle Management

Migrating on Connected and Disconnected


Environments
You can register applications for the same Shared Services or
for different Shared Services.
Connected environment

Disconnected environment

Shared Services

Direct migration

Migration through intermediary file

Copy right 2010, O rac le and/or its affiliates. All rights res erved.

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Migrating on Connected and Disconnected Environments

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You can install applications on connected or disconnected environments.


You install applications on connected environments when the source and destination
environments are registered for the same instance of Shared Services. You can
migrate applications directly or through an intermediary file.
You install applications on disconnected environments when the source and
destination environments are registered for different instances of Shared Services.
For example, you can register the test and production environments for their
individual Shared Services. You migrate applications through an intermediary file.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

LCM Requirements
Note the requirements below as you use the LCM functionality.

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LCM Requirements

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Note the following requirements as you use the LCM functionality:


Shared Services and the core product must be installed and configured.
Source and destination applications must be registered with an instance of Shared
Services.
During export, Shared Services source applications must be running. During import,
Shared Services destination applications must be running.
For application-to-application migrations, the source and destination applications
must be registered with the same Shared Services instance and should be
accessible to Shared Services Console on the network.

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If you are migrating to or from a file system, the file system should be accessible to
Shared Services Console on the network.

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Since the default destination for file system migrations is on the Shared Services
Web application server computer, space must be allocated on the Shared Services
computer.

Planning 11.1.2: Installation and Configuration

15-5

Lesson 15

Performing Migrations with Lifecycle Management

LCM Security
In order to use LCM, a user must have an administrator role
and a Lifecycle Management administrator role. With the LCM
administrator role, you can perform LCM on any application
registered with Shared Services.

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LCM Security

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To use Lifecycle Management, you must provision users and groups using the standard
provisioning process. You must be provisioned with the following roles to use LCM with
Financial Management and Planning:
Application Administrator
Application Creator
LCM Administrator

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

About Artifacts

Data Forms

Dimensions

Reports

Security

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Documents

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About Artifacts

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Artifacts are individual application or repository items, such as scripts, Web and data
forms, rules files, documents, and financial reports. Application and repository artifacts
are organized into categories by product.
For a complete list of artifacts, see the Oracle Hyperion Enterprise Performance
Management System Lifecycle Management Guide.

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Planning 11.1.2: Installation and Configuration

15-7

Lesson 15

Performing Migrations with Lifecycle Management

Planning Artifacts
Configuration

Data

Global
Artifacts

Plan Types

Security

User Preferences

Planning
Units

Substitution
Variables

Plan Type 1

Access Permissions

User Variables

Cell Text

Business
Rules

Plan Type 2

Application
Settings

Text Values

Task Lists

Plan Type 3

Account
Annotations

Spread
Patterns

Supporting
Details

and more

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Note: Artifacts vary by implementation

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Planning Artifacts

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You use Lifecycle Management to migrate the following types of Planning artifacts:
Configurationuser preferences, user variables, and application settings
Relational dataplanning units, cell text, text values, account annotations, and
supporting details
Global artifactssubstitution variables, business rules, task lists, spread patterns,
and so on
Plan types

Securityaccess permissions

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Note the following when migrating applications:


Before migrating classic applications, you must create destination shell applications
in native Planning. Destination shell applications are not required for Performance
Management Architect applications.
For the very first migration of Performance Management Architect applications, you
must migrate dimensions and set the application to deploy after import before
migrating the associated Planning application.
For Classic Administration and Performance Management Architect, you must create
data sources prior to migrating applications.

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Planning 11.1.2: Installation and Configuration

15-9

Lesson 15

Performing Migrations with Lifecycle Management

Performance Management Architect Artifacts


Application
Metadata

Shared
Dimensions

Dimension
Access

Data
Synchronization

Application Properties

Entity

Import Profiles

Synchronizations

Import Profile

Account

Mapping Tables

Common Dimensions

and any other


dimension in the
Shared Library

External File
Definitions

Calculation Manager
Artifacts

Interface Table
Definitions

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Note: Artifacts vary by implementation

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Performance Management Architect Artifacts

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You use Lifecycle Management to migrate repository content for the following types of
Performance Management Architect artifacts:
Application metadataapplication properties, import profiles, common dimensions,
and calculation manager artifacts
Shared dimensions
Dimension Access

Data synchronizationsynchronizations. mapping tables, external file definitions,


and interface table definitions
Performance Management Architect artifacts are listed under the EPMA node in the
Foundation application group in the Shared Services Console.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Essbase Artifacts

Substitution Variables
Rule Files
Calculation Scripts
Report Scripts
Excel Files
Location Aliases
Security Filters
Text Files
Database Outlines

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Note: Artifacts vary by implementation

Copy right 2010, O rac le and/or its affiliates. All rights res erved.

Essbase Artifacts

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You use Lifecycle Management to migrate repository content for the following Essbase
artifacts:
Substitution variables
Rule files

Calculation scripts
Report scripts
Excel files

Location aliases

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Security filters

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Text files

Database outlines

Planning 11.1.2: Installation and Configuration

15-11

Lesson 15

Performing Migrations with Lifecycle Management

Calculation Manager Artifacts

Rules, Formulas, Scripts

Rule Sets

Templates

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Calculation Manager Artifacts

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You use Lifecycle Management to migrate the following types of Calculation Manager
artifacts:
Rules
Formulas
Scripts
Rule sets
Templates

Calculation Manager artifacts are listed under the Foundation application group in the
Shared Services Console.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Foundation Services Artifacts


Native Directory
Users
Groups
Roles
Delegated Lists
Assigned Roles

Deployment Metadata
Shared Services Registry
Product Registry

Task Flows

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Foundation Services Artifacts

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Aside from Performance Management Architect and Calculation Manager artifacts, the
Foundation application group includes artifacts for:
Shared Services

- Native Directoryincludes users, groups, roles, delegated lists, and assigned


roles.
- Task Flowscontains information on the automation of a business process in
which tasks are passed from one taskflow participant to another according to
procedural rules.
Deployment Metadatacontain physical server names and configuration information
for the deployment.

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- Shared Services Registryenable you to view registry content and export registry
data to the file system where it can be edited and reimported.
- Product Registryenable you to edit application configuration information on a
given environment.

Planning 11.1.2: Installation and Configuration

15-13

Lesson 15

Performing Migrations with Lifecycle Management

NOTE: Do not use Lifecycle Management to migrate deployment metadata artifacts


from one environment to another. Migrating this data will corrupt the
configuration information on the destination environment and make the
system unusable.
Only LCM administrators can view Shared Services artifacts in the Foundation
application group.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Viewing and Searching for Artifacts

Click
Search
Artifacts

Click Expand to
view artifact list

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Viewing and Searching for Artifacts

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The Lifecycle Management interface enables you to view, search, migrate, load, export,
and import artifacts. The artifacts are sorted into application groups and categories.
The tabular Lifecycle Management interface enables you to view multiple applications.
To view artifacts:

1. In the View Pane, expand the Application Groups node.


2. Expand an application group.

3. Click an application to view the artifact listing (or right-click the application and select
Explore).

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Planning 11.1.2: Installation and Configuration

15-15

Lesson 15

Performing Migrations with Lifecycle Management

To search for artifacts:


1. View artifacts as described in the previous procedure.
2. Click Search Artifacts.
3. Enter search options:
Artifact NameThe name of the artifact. Use an asterisk (*) as the wildcard in
pattern searches or to search for artifacts that match filter conditions. For example,
entering A* returns all artifacts that begin with A (or lowercase a, since the search
is not case-sensitive). *A returns all artifacts that end with A (or lowercase a).
Date Modified
Start Date
End Date
Modified ByThe name of the user. Use an asterisk (*) as the wildcard in pattern
searches or to search for artifacts that match filter conditions. The search is not
case-sensitive.

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NOTE: Note: If you do not enter search criteria, all artifacts are displayed
upon search.

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4. Click Search.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Application and Artifact Migration Process


To perform a migration:

Launch Shared
Services Console

View and select the source


artifacts for migration

Launch the Migration Wizard


and define the migration

Launch and view the


Migration Status Report

Execute the migration

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Application and Artifact Migration Process

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The following five step process outlines the process for migrating applications and
artifacts:
1. Launch Shared Services Console.

2. View and select the source artifacts for migration.

3. Launch the Migration Wizard and define the migration.


4. Execute the migration.

5. Launch and view the Migration Status Report.

When you define your migration, you can save the migration definition to a file for reuse.
Migration definition files are saved in XML format. In a migration definition, you can
specify multiple tasks to migrate multiple applications together.

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You can use the migration XML file with the command-line utility to perform batch
processing.
Planning 11.1.2: Installation and Configuration

15-17

Lesson 15

Performing Migrations with Lifecycle Management

Migration Scenarios
Application to Application

To and From the file system

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Migration Scenarios

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You can migrate artifacts directly from one application to another or to and from the file
system.
Some EPM System products do not support direct application-to-application migration
through Lifecycle Management. For example, to migrate a classic application, you must
create a shell destination classic application before performing an application-toapplication migration.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Migration Guidelines

Create a shell application in the destination environment


Migrate artifacts in a specific order

Source
Application

Destination
Application

Test

Production

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Migration Guidelines

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When migrating applications and artifacts to a new environment, follow these guidelines:
For classic applications, create a shell application in the destination environment
For application to application migrations (both classic and Performance Management
Architect), you must create a shell application in the destination environment
Create data sources for the destination application
Import the following artifacts in the order listed:

- Performance Management Architect artifacts


- Calculation Manager artifacts

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- Shared Services artifacts

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- Planning artifacts
- Reporting and Analysis (Financial Reporting and Web Analysis)

Planning 11.1.2: Installation and Configuration

15-19

Lesson 15

Performing Migrations with Lifecycle Management

For the very first migration, the Performance Management Architect dimensions must be
migrated and deployed first, then the non-dimensional artifacts can be migrated.
NOTE: Lifecycle Management does not support migration of EA templates,
Favorites, or Planning data.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Migrating Directly from


One Application to Another

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Migrating Directly from One Application to Another

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Direct application to application migrations can only occur between like applications
that are registered with the same Shared Services instance. For example, Essbase to
Essbase, Planning to Planning, or Financial Management to Financial Management. You
cannot migrate a Financial Management application to a Planning application.
To migrate directly from one application to another:
1. Log on to Shared Services Console.
2. Expand Application Groups.

3. View and select the applications to be migrated.

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4. Click Define Migration to display Application Migration Wizard.

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5. On the Source page, select the source applications for migration, and click Next.

Planning 11.1.2: Installation and Configuration

15-21

Lesson 15

Performing Migrations with Lifecycle Management

6. On the Source Options page, enter information about the source, and click Next.
7. On the Destination page, specify the Applications destination, and click Next
8. On the Destination Options page, review the destination options, and click Next.
9. On the Migration Summary page, review the source and destination options that you
specified.
10. Optional: Click Back to make changes.
11. Save the migration definition for a later migration or click Execute Migration.
12. Click OK.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Migrating Applications to a File System

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Migrating Applications to a File System

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You use the Application Migration Wizard to migrate applications and artifacts to a file
system for both the connected and disconnected environments.
To migrate applications and artifacts to a file system:
1. Log on to Shared Services Console.
2. Expand Application Groups.

3. Select the application or artifacts that you want to migrate.


4. Click Define Migration.

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The Application Migration Wizard is displayed.

5. On the Source page, select the source application for migration and click Next.

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Planning 11.1.2: Installation and Configuration

15-23

Lesson 15

Performing Migrations with Lifecycle Management

6. Click Next.
The Destination page is displayed.
7. Select File System.
8. In the text box, enter the name of the folder.
The exported file system is saved at the following location:
\Oracle\Middleware\user_projects\epmsystem1\import_ex
port\admin@NativeDirectory. It is displayed in the view pane
under File System.
9. Click Next to display the Destination Options page.
10. Click Next to display the Migration Summary page.
11. Review the migration details, and click Execute Migration.
12. Click OK.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Migrating Applications from the File System to a


Destination Application
You use the Application Migration Wizard to migrate
applications and artifacts from the file system to a destination
application.

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Migrating Applications from the File System to a Destination


Application

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After migrating the applications and artifacts from the source application to the file
system, you transfer the exported files from the source instance of Shared Services to
the destination instance of Shared Services (in a disconnected environment).
In a connected environment, use Application Migration Wizard to migrate applications
and artifacts from the intermediary file to a destination application.

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Planning 11.1.2: Installation and Configuration

15-25

Lesson 15

Performing Migrations with Lifecycle Management

To migrate applications and artifacts from the file system file to a


destination application:
1. Copy the exported files from the source file system and paste to the destination user
projects folder.
The exported artifact folders are saved to the following location:
\Oracle\Middleware\user_projects\epmsystem1\import_ex
port\admin@NativeDirectory. You should copy the artifact file
system folders to the same directory in the destination
environment.
2. Log on to destination instance of Shared Services.
3. Expand Application Groups.
4. Expand File System.
5. Select the file system artifact that you created in the source environment.
The application and artifacts in the file are displayed.
6. Select the application or artifacts that you want to migrate.

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7. Click Define Migration to display the Application Migration Wizard.

8. If the source application is displayed, select the application and click Remove Source.
9. Select the file for migration.
10. Click Next to display the Source Options page.
11. Click Next to display the Destination page.

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12. Select the destination application.

13. Click Next to display the Destination Options page.


14. Specify the destination options.

15. Click Next to display the Migration Summary page.

16. Review the migration settings, and click Execute Migration.


17. Click OK.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Exporting and Importing Individual Artifacts for


Editing
You can export individual artifacts to the file system, edit them,
and import them after editing.

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Exporting and Importing Individual Artifacts for Editing

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You can export or import a single artifact to or from the local file system without using
Application Migration Wizard.
To export individual artifacts:

1. Log on to Shared Services Console.

2. In the view pane, expand the Application Groups containing the artifact.
3. Expand the application to display the individual artifact.
4. Right-click the artifact and select Export for Edit.

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5. In the File Download dialog box, click Save.

6. Specify the save location on the local file system and click Save.

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If you export the artifact in an XML file, you can modify the
exported artifact in the file system before importing it.

Planning 11.1.2: Installation and Configuration

15-27

Lesson 15

Performing Migrations with Lifecycle Management

To import individual artifacts:


1. Log on to Shared Services.
2. In the view pane, expand the Application Groups containing the artifact.
3. Expand the application to display the individual artifacts.
4. Right-click the artifact in the application and select Import after Edit.
The Import After Edit dialog box is displayed.
5. Click Browse and select the file where the edited artifact is saved.
6. Click Finish.
NOTE: Artifacts must already reside in the system to perform an edit and an import.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Automating Migration Tasks


You use the Lifecycle Management Utility to:
Schedule migrations using a third-party scheduling service
such as Windows Task Scheduler or Oracle Enterprise
Manager
Ensure secure access to the utility
Run migrations using a migration definition file
View error logs to facilitate troubleshooting

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Automating Migration Tasks

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The Lifecycle Management Utility is a command-line tool that supports the migration of
artifacts across product environments and operating systems. The utility provides an
alternate way to migrate entire applications, or individual artifacts, from source to
destination.
You use the Lifecycle Management Utility to:

Schedule migrations using a third-party scheduling service such as Windows Task


Scheduler or Oracle Enterprise Manager
Ensure secure access to the utility

Run migrations using a migration definition file

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View error logs to facilitate troubleshooting

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Planning 11.1.2: Installation and Configuration

15-29

Lesson 15

Performing Migrations with Lifecycle Management

Running the Lifecycle Management Utility


Follow these steps when using the utility:
1. Create the migration definition file
2. Modify the migration definition file
3. Modify the property file
4. Open a command prompt
5. Enter command arguments

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Running the Lifecycle Management Utility

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Follow these steps when using the utility:

1. Create the migration definition fileDefine the artifacts for migration in a


migration definition file. A sample migration definition file can be found in
EPM_ORACLE_HOME/common/utilities/LCM/11.1.2.0/Sample.
2. Modify the migration definition file for the migrationIf you created a migration
definition file in Shared Services Console, you must modify connection options to
match your destination environment.
3. Modify the property fileSet the global parameters for Lifecycle Management
Utility migrations in themigration.properties file. The migration.properties file is
located in
MIDDLEWARE_HOME/user_projects/epmsystem1/Config/FoundationServices.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

4. Open a command promptOpen a command prompt window and navigate to


MIDDLEWARE_HOME/user_projects/epmsystem1/bin.
5. Enter command argumentsExecute the utility.bat file to run the utility. Enter the
following command line Utility.bat <migration definition file>. For
example: Utility.bat c:/lcm/lcmdefinition.xml.

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Planning 11.1.2: Installation and Configuration

15-31

Lesson 15

Performing Migrations with Lifecycle Management

Accessing and Viewing Migration Status Reports

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Accessing and Viewing Migration Status Reports

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You can access and view Migration Status Reports from the Administration menu in
Shared Services Console.
When you execute a migration, you can immediately view the status of the migration in
the Migration Status Report.
To view the Migration Status Report in Shared Services Console, select Administration,
and then Migration Status Report.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Viewing Audit Reports


You must enable auditing before
you can view Audit Reports.

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Viewing Audit Reports

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Every action performed in Lifecycle Management is logged in the following audit reports:
Security reportsDisplays information on role provisioning for selected artifacts.
Artifact reportsDisplays information on the artifacts that were imported or
exported using the LCM functionality.
Configuration reportsGenerates an audit report about the configuration tasks
that were performed in the past.
NOTE: You must enable auditing before you can view audit reports.

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15-33

Lesson 15

Performing Migrations with Lifecycle Management

To enable auditing:
1. Log on to Shared Services Console.
2. In the view pane, select Application Groups.
3. Select Administration, and then Configure Auditing.
The Audit Configuration dialog box is displayed.
4. Select Enable Auditing.
5. From Select Tasks, select the artifacts and objects to include in auditing reports.
6. Click OK.
7. When prompted to save the configuration, click Yes.
To view audit reports:
1. In Shared Services Console, select Administration, and then Audit Reports.
2. Select a report type:

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Security Reports
Artifact Reports

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Config Reports
3. Enter report parameters:

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Performed BySelect the users for which the report is to be generated or select all
users.

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Performed DuringSelect the period for which the report is to be generated.


4. Perform an action:

Click View Report.

Select Detailed View and then click View Report to display the report based on the
modified attribute and the new attribute value.
5. Optional: Click Export to export the report to a CSV file, which can be opened in
Microsoft Excel.
By default, the artifact report is named AuditArtifactReport.txt.

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6. Click Close.

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Planning 11.1.2: Installation and Configuration

Lesson 15

Performing Migrations with Lifecycle Management

Summary
In this lesson, you should have learned to:
Describe Lifecycle Management
Identify the artifacts that you can migrate
View and search for artifacts
Explain the application and artifact migration process
Select the appropriate migration scenario for your environment
Identify the tasks that you can perform using the Lifecycle Management
Utility

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Run the Lifecycle Management Utility


Access and view migration status reports
Enable and view audit reports

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15-35

Lesson 15

Performing Migrations with Lifecycle Management

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15-36

Planning 11.1.2: Installation and Configuration

A P P E N D I X

Integrating with Planning

Objectives
At the end of this lesson, you should be able to:
List integration options
Describe Outline Load Utility, Oracle Data Integrator, Data Integration
Management, FDM, and Enterprise Resource Planning Integrato
Install FDM and ERP Integrator
Configure FDM and ERP Integrator

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Create applications in FDM

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Work with ERP Integrator

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Appendix A

Integrating with Planning

Integration Options Overview

Outline Load
Utility

Oracle Data Integrator

Financial Data Quality


Management

Data Integration
Management

Enterprise Resource Planning


Integrator

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Integration Options Overview

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You can perform data integration tasks with Planning by using the following Oracle
products:
Outline Load Utility

Oracle Data Integrator (ODI)

Data Integration Management (DIM)

Financial Data Quality Management (FDM)

Enterprise Resource Planning Integrator (ERP Integrator)


These products are described in the succeeding topics.

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

Outline Load Utility Overview


You can load metadata and data for the following Planning
objects using the Outline Load utility:
Account
User-defined dimensions
Period
Attributes and UDAs
Year
Exchange rates
Scenario
Smart Lists
Version
Planning Unit Hierarchies

Currency
Entity

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Outline Load Utility Overview

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You can load metadata and data for the following Planning objects using the Outline
Load Utility:
Account
Period
Year
Scenario
Version
Currency

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Entity

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User-defined dimensions
Attributes and UDAs

Planning 11.1.2: Installation and Configuration

A-3

Appendix A

Integrating with Planning

Exchange rates
Smart Lists
Planning Unit Hierarchies
When loading data with the Outline Load utility, you can specify driver members in the
following:
Planning Data Load Administration page
CSV load file
If you load data using a CSV load file, you run the utility with the /TR option. The CSV
file must list the driver member and all other members under the POV column,
regardless of their location on the data form. For example, if January or Descendants
(YearTotal) are columns in a data form, you must list January and every member
descendant under Year Total in the POV column.
When using the /TR option, you can load one value per row in the CSV file. You can
include multiple rows, but you can specify only one data value per row.
The following list summarizes the high-level steps needed to load data with Outline Load
Utility:

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1. Set Planning System properties.


2. Set driver members.
3. Generate a comma-separated load file.
4. Test the load file and run the utility.

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To load data with Outline Load Utility:

1. Back up the application and application databases before loading information.


2. Set Planning System properties:

a. Log on to the Planning application.

b. Select Administration, then Application, then Properties, and then the System Properties
tab.

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

c. On the System Properties tab on the Manage Properties page, set the
DIRECT_DATA_LOAD and DATA_LOAD_FILE_PATH properties.
If you set DIRECT_DATA_LOAD to True, or if you do not specify a value for this
property, information is loaded directly into Essbase.Ensure that the outlines
maintained in Planning and Essbase are synchronized. The CSV load file must
not specify any Planning outline changes unless they were already refreshed to
Essbase.
If you set DIRECT_DATA_LOAD to False, Outline Load Utility processes the CSV
load file that you created to generate a data file (TXT) and a rule file (RUL). With
this option, the Planning and Essbase outlines do not need to be synchronized
because data is not loaded. You can refresh the changes at a later time to
propagate the metadata changes to Essbase, and then load data directly into
Essbase.
In most cases, set DIRECT_DATA_LOAD to False, and set DATA_LOAD_PATH to the
location and name that will be used for the generated data and rules files. For
example, C:/myDirectory/App1.txt.
d. Restart the Planning application server.

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3. If you want to load to driver members that are specified in Planning, set the driver
members:

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a. Log on to the Planning application for which data will be loaded.


b. Select Administration, and then Data Load Settings.

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c. Select a dimension from the Data Load Dimension list (such as Account) for which
you want to load data.

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d. Select a dimension from the Driver Dimension list (such as Period).


e. Click the member selection icon to select members of the Driver Dimension (such
as Jan, Feb, March). For example, these members may appear as columns in a
Planning data form.
4. Generate a comma-separated load file containing the following columns:
Driver Member: The member into which data is loaded. You can define one driver
dimension per load, and multiple members for the driver dimension. The value is
passed as a string representing a numeric value or, if a smart list is bound to the
member, as a smart list value.

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A-5

Appendix A

Integrating with Planning

Point-of-View: All other dimensions required to determine the intersection for which
to load the data. If you are using the /TR option, include all members except the
driver member. The data load automatically creates cross-product records based
on the dimension parameters in the POV. The load file creates and loads the data
record for each relevant cell intersection. The value is passed as a string. The POV
accepts a comma-separated list of members, including member functions. For
example, Children(Q1) is expanded to Jan, Feb, Mar during the load. The
corresponding records are generated based on the cross product of all member
combinations and the data value.
Data Load Cube Name: The name of the plan type to which data is being loaded.
The value is passed as a string. Values include any plan types specified in the
application, such as Plan1.
5. Test the load file and run the utility.
a. Locate the Outline Load utility, installed by default in
MIDDLEWARE_HOME/user_projects/epmsystem1/Planning/planning1.
b. To confirm that the load file parses without any errors, run the utility with the /N
option, and check the outline log file to ensure that no error messages were
generated. Running the utility with the /N option does not load data or metadata,
but ensures that the CSV load file parses successfully. For example, you can use
this command line to check the load file for a Planning application called test:

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C:\Oracle\Middleware\user_projects\epmsystem1\Planning\planning1>Ou
tlineLoad /A:test /U:admin /M /N /I:c: \outline1data3.csv /D:Entity
/L:c:/outlineLoad.log /X:c:/ outlineLoad.exe

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c. Run the utility from the command prompt without the /N option, using the casesensitive command, one space, and the appropriate parameters.
For example:

C:\Oracle\Middleware\user_projects\epmsystem1\Planning
\planning1>OutlineLoad /A:test /U:admin /M /I:c: \outline1data3.csv
/D:Entity /L:c:/outlineLoad.log /X:c:/ outlineLoad.exe
If you are loading data without specifying driver members within Planning, you can
run the utility with the /TR option.
For example:

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C:\Oracle\Middleware\user_projects\epmsystem1\Planning\planning1>Outl
ineLoad /A:test /U:admin /M /N /I:c: \outline1data3.csv /TR /D:Entity
/L:c:/outlineLoad.log /X:c:/ outlineLoad.exe

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

Oracle Data Integrator Overview


With Oracle Data Integrator, you can:

Execute high-volume, high-performance loading of data.


Call on external services to integrate, deploy, and transform data
seamlessly within an SOA infrastructure.
Use Master Data Management (MDM) to provide a
comprehensive data synchronization infrastructure for
customers.
Provide efficient bulk load of historical data (including complex
transformations) from existing systems to new ones.

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Oracle Data Integrator Overview

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ODI is a comprehensive data integration platform that covers all data integration
requirementsfrom high-volume, high-performance batches, to event-driven, tricklefeed integration processes, to SOA-enabled data services.
With Oracle Data Integrator, you can:

Execute high-volume, high-performance loading of data warehouses, data marts, On


Line Analytical Processing (OLAP) cubes, and analytical applications.Call on
external services to integrate, deploy, and transform data seamlessly within an SOA
infrastructure.
Use Master Data Management (MDM) to provide a comprehensive data
synchronization infrastructure for customers who build their own data hubs, work with
packaged MDM solutions, or coordinate hybrid MDM systems with integrated SOA
process analytics and Business Process Execution Language (BPEL) compositions.

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Provide efficient bulk load of historical data (including complex transformations) from
existing systems to new ones.

Planning 11.1.2: Installation and Configuration

A-7

Appendix A

Integrating with Planning

ODI delivers unique next-generation Extract Load and Transform (ELT) technology that
improves performance and reduces data integration costs, even across heterogeneous
systems. ODI offers the productivity of a declarative design approach, as well as the
benefits of an active integration platform for seamless batch and real-time integration.
The ODI package includes Oracle Data Profiling and Oracle Data Quality for Data
Integrator:
Oracle Data Profiling is a data investigation and quality monitoring tool. It allows
business users to assess the quality of their data through metrics, to discover or infer
rules based on this data, and to monitor the evolution of data quality over time.
Oracle Data Quality for Data Integrator is a comprehensive award-winning data
quality platform that covers even the most complex data quality needs. Its powerful
rule-based engine and its robust and scalable architecture place data quality and
name and address cleansing at the heart of an enterprise data integration strategy.
ODI Components
Oracle Data Integrator is made up of the following components:
The modular Repository consists of a Master Repository and one or more Work
Repositories.

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The graphical interface modules consist of Topology Manager, Designer, Security


Manager, Operator, and the execution agents that give access to the Repository.

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Metadata Navigator is a Servlet/JSP application that enables access to the


Repository through a Web interface.

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Lightweight Designer is a Web application for viewing and editing objects in the
repository through a Web browser.
Oracle Data Integrator Public Web Services are Web services that enable users to
leverage Oracle Data Integrator features in a SOA.
Oracle Data Profiling Components
Oracle Data Profiling is made up of the following components:

The Metabase Server contains the profiling data and metadata.


The Scheduler Server handles profiling jobs.

The Oracle Data Quality User Interface is the client interface common to Oracle Data
Profiling and Oracle Data Quality.

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The Oracle Data Quality ODBC Adapter is used to connect ODBC data sources. This
optional component can be installed only on Windows platforms.

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

Oracle Data Quality for Data Integrator


In addition to using the same components as Oracle Data Profiling, Oracle Data Quality
for Data Integrator includes the Data Quality Server, which is the run-time server for data
quality projects.

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Planning 11.1.2: Installation and Configuration

A-9

Appendix A

Integrating with Planning

Data Integration Management Overview

API-based connectivity to Oracle's EPM System applications and


Essbase
Direct connectivity and data integration between Oracle's EPM
System applications and Essbase with transactional systems.
Codeless object-oriented visual data integration toolset
Flexible, reusable workflows and mapping templates
Highly scalable, high performance data integration capabilities
Built-in scheduling and automation for data integration jobs
Unified, metadata-based infrastructure allows for documenting
and enforcing policies, standards, and procedures for all data
integration processes
Integrated user provisioning, installation, and configuration with
Shared Services

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Data Integration Management Overview

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DIM software is a data integration platform that enables companies to access, integrate,
transform, and move any type of data between EPM System products and any system, in
any frequency, and in any format, thus eliminating data fragmentation across the
enterprise and optimizing Enterprise Performance Management and Business
Intelligence deployments.
DIM features include:

API-based connectivity to Oracle's EPM System applications and Essbase, enabling


extraction and loading of data and application-specific metadata.
Direct connectivity and data integration between Oracle's EPM System applications
and Essbase with transactional systems.

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Codeless object-oriented visual data integration toolset.

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Flexible, reusable workflows and mapping templates

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

Highly scalable, high-performance data integration capabilities


Built-in scheduling and automation for data integration jobs.
Unified, metadata-based infrastructure for documenting and enforcing policies,
standards, and procedures for all data integration processes
Integrated user provisioning, installation, and configuration with Shared Services
You use DIM Adapter for Planning to define target tables for loading data and metadata
into Planning and use the target tables in workflows.
You use these components to work with DIM Adapter for Planning:
Target DesignerThe Targets menu of Warehouse Designer (in Data Integration
Management) includes the Import from Hyperion Planning command for use with
DIM Adapter for Planning. Selecting this command displays the Import Hyperion
Planning Targets dialog box, which you use to connect to an application and import
targets.
Target tablesThe Writer plug-in can load these target table types:
- Accounts

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- Employees

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- Entities
- User-defined dimensions
- Attributes
- UDAs

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Connection objectsYou create connection objects in Workflow Manager for


connecting to Planning applications. You can then select a connection object at
runtime to configure the Planning targets for a session.

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Planning 11.1.2: Installation and Configuration

A-11

Appendix A

Integrating with Planning

Financial Data Quality Management Overview

Data source

Reporting and Analysis

Financial Management

Planning

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Financial Data Quality Management Overview

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Essbase

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FDM is an out-of-the-box data transformation tool that feeds source-level financial data
to consolidation, reporting, planning, and analytical applications. More than just a data
translation tool, FDM provides an audit trail to the source financial data, helping to
ensure data integrity and mapping consistency that allows for easy reconciliation of
financial data. FDM saves end users, administrators, and auditors time associated with
data error investigation, identification, and correction.
FDM requires minimal IT involvement and offers a consistent, user-friendly environment
that provides a uniform data collection process for all reporting units within the
organization. It also contains financial controls functionality to assist corporations with
their internal financial controls process. FDM contains prebuilt integration adaptors for
Hyperion Enterprise, Financial Management, Essbase, and Planning; it can also be used
to load data into any financial consolidation or analytical application.

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

Enterprise Resource Planning Integrator


Overview

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Enterprise Resource Planning Integrator Overview

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As a module of FDM, ERP Integrator is the key application for integrating ERP systems
with EPM System applications. ERP Integrator fits within the EPM System architecture
and is accessed through Workspace, which uses Shared Services to authenticate users.
The key to its integration lies within its underlying ODI engine. ERP Integrator sits on top
of ODI and orchestrates the movement of metadata and data into EPM System
applications.
The application server can be deployed on multiple platforms, and it connects with EPM
System applications (such as Financial Management and Planning) using Performance
Management Architect, Classic Application Administration, or FDM.

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Planning 11.1.2: Installation and Configuration

A-13

Appendix A

Integrating with Planning

ERP Integrator provides the framework to drill through from the following EPM
applications back to the ERP sources through FDM or ERP Integrator:
Planning
Financial Management
Smart View
Financial Reporting
NOTE: For Smart View and Financial Reporting, users can drill through only if the
data source is Financial Management or Planning, but not Essbase or
Oracle Hyperion Profitability and Cost Management, Fusion Edition.
When you drill through, if data was loaded by FDM or ERP Integrator, a landing page is
displayed in a new Workspace tab or a new window. The landing page acts as a gateway
to the data in the source system.

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

Installing FDM and ERP Integrator

Financial Data Quality


Management

Enterprise Resource Planning


Integrator

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Installing FDM and ERP Integrator

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The FDM installation consists of the following components:


Workbench client
Web application
ERP Integrator

FDM Load Balancer


FDM Task Manager
FDM Server

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You install all FDM components with EPM System Installer. You then use EPM System
Configurator to register FDM with Shared Services. You can then launch a separate
configuration utility for FDM components from the Start menu.

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Planning 11.1.2: Installation and Configuration

A-15

Appendix A

Integrating with Planning

Configuring FDM and ERP Integrator

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring FDM and ERP Integrator

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You perform the following tasks to configure FDM and ERP Integrator:
ERP Integrator

- Configure Database

- Deploy to Application Server


FDM

- Configure FDM Web Application


- Configure FDM Server

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Additional configuration tasks for FDM are described in the following sections.

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

Configuring Web Server Components

This account information is


stored in the IIS metabase.

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Configuring Web Server Components

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When configuring Web server components, you must specify the Windows accounts
under which .NET services and DCOM objects run. The Windows account must have full
control permission for the FDM application folders, as well as rights to the target system.
You must specify the name of a load balance server for the Web server components.
This computer stores FDM application information and performs load balancing on
application servers. If you specify a backup server, any time you create, modify, add, or
remove an application, the application configuration file, FDMLoadBalancerGroups.xml,
is copied from the load balance server to the backup load balance server.
To configure Web ser ver components:

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1. Select Start, then Programs, then Oracle EPM System, then Financial Data Quality
Management, then Web Server Components, and then Web Config Manager.

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The Web Config Manager dialog box is displayed.

Planning 11.1.2: Installation and Configuration

A-17

Appendix A

Integrating with Planning

2. On the General tab, enter the requested information.


Reminder: The user name is the Windows service account used
to run the .NET process and FDM DCOM objects.
3. On the Load Balance Server tab, enter the server name where the FDM load balance
component is installed.
4. Click OK.
5. Open a command prompt, and enter IISReset to stop and restart the IIS service.

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

Configuring the Task Manager and Application


Server Components

For Task Manager, assign this user


account the Logon as a Service
user right.

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Configuring the Task Manager and Application Server Components

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Task Manager consists of a Windows service and a Windows client program. You must
specify the Windows account under which the Windows service and FDM DCOM objects
run. For Task Manager, you must also specify the name of a load balance server.
The Windows account for Task Manager must have the following properties:
Full control permission for the FDM application folders residing on the data server
Rights to the target system

Logon as a Service user rights

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Planning 11.1.2: Installation and Configuration

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Appendix A

Integrating with Planning

To configure Task Manager:


1. Select Start, then Programs, then Oracle EPM System, then Financial Data Quality
Management, then Task Manager, and then Task Manager Configuration.
The Task Manager Configuration dialog box is displayed.
2. On the General tab, enter the requested information.
Reminder: The user name is the Windows service account used
to run the Task Manager service and FDM DCOM objects.
3. On the Load Balance Server tab, enter the FDM application server name where the
FDM load balance components are installed.
4. Click OK.
To configure the application ser ver:
1. Select Start, then Programs, then Oracle EPM System, then Financial Data Quality
Management, then Application Server, and then Application Server Config Manager.
The Application Server Configuration dialog box is displayed.

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2. On the General tab, enter the requested information.

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Reminder: The user name is the Windows service account used


to run the FDM Application Server DCOM object.
3. Click OK.

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

Configuring Load Balance Manager

Define a server cluster for


load balancing.

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Configuring Load Balance Manager

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You perform the following tasks to configure Load Balance Manager:


Specify the Windows account under which Load Balance Manager DCOM objects
run. The Windows account must have full control permission on the FDM application
folders that reside on the data server. The account must also have rights to the target
system.
Specify the application servers in the load-balancing cluster.
Define the external authentication provider (MSAD or LDAP).
To configure Load Balance Manager:

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1. Select Start, then Programs, then Oracle EPM System, then Financial Data Quality
Management, then Load Balance Manager, and then Load Balance Configuration.

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The Load Balance Configuration dialog box is displayed.

Planning 11.1.2: Installation and Configuration

A-21

Appendix A

Integrating with Planning

2. On the General tab, enter the requested information.


Reminder: The user name is the Windows service account used
to run the FDM Load Balance DCOM object.
3. On the Application Servers tab, click Add.
4. In the Application Server Name text box, enter the name of an FDM application
server and click OK.
5. Repeat steps 3 and 4 to add other servers to the load-balancing cluster.
6. On the Authentication Providers tab, click Add.
7. Select the external authentication provider, and click OK.
The Authentication Provider dialog box is displayed.
8. Enter the required information for the selected authentication provider, and click OK.
The Load Balance Configuration dialog box is displayed.
9. Click OK.

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

Configuring Workbench

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Configuring Workbench

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When configuring the Workbench client, you specify the computer that is running the
FDM Load Balance Manager. This computer stores FDM application information and
performs load balancing on application servers.
To configure Workbench:

1. Select Start, then Programs, then Oracle EPM System, then Financial Data Quality
Management, then Workbench, and then Workbench client.
The Workbench client is displayed.

2. In the Load Balance Server Groups window, click Add.

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The Load Balance Server dialog box is displayed.

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3. In the Group Name text box, enter DefaultLoadBalancer.

Planning 11.1.2: Installation and Configuration

A-23

Appendix A

Integrating with Planning

4. In the Primary Server text box, enter the name of the application server that runs the
FDM Load Balance Manager.
5. Optional: In the Backup Server text box, enter the name of the application server
used as the backup server for load balancing.
6. Click OK.

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

Working with FDM


After installing and configuring the FDM software, you perform
these steps to create and configure an FDM application:
1. Create an FDM application
2. Import standard reports and templates
3. Install the Financial Management adapters
4. Connect to a Financial Management application

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Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Working with FDM

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After installing and configuring the FDM software, you perform the following steps to
create an FDM application:
1. Create an application

2. Import standard reports and templates


3. Install the Essbase adapter

4. Connect to an Essbase application used as a data store for a Planning application

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A-25

Appendix A

Integrating with Planning

Creating FDM Applications

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Creating FDM Applications

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When you create an application, a relational database for the application is automatically
created.
If you are using SQL Server, the database user that you specify must be either a SQL
Server administrator or have database creator and bulk insert rights. If you are using
Oracle, the database user that you specify must have either the Database Creator role or
the following system privileges:
Create Procedure
Create Sequence
Create Session

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Create Table

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Create Trigger
Create View
Create Query Rewrite

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

To create FDM applications:


1. In Internet Explorer, enter the following URL:
http://<Web Server Name>/HyperionFDM/
The Login dialog box is displayed.
2. In the Application list, select <New Application>.
3. Enter admin as the user name and password as the password, and click Logon.
The New Application dialog box is displayed.
4. On the General tab, enter the requested information.
5. On the Database tab, enter the requested information and click OK.
The application folders and database are created.
6. At the Application Successfully Created prompt, click OK.

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Appendix A

Integrating with Planning

Installing Standard Reports


After you install the standard reports, they are displayed on the
Reports tab in Workbench.

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Installing Standard Reports

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You import standard reports into your test application from Workbench.
After you install FDM, the standard reports file FinancialDataManagementReports1112.zip is located in the
Oracle_Home/Middleware/EPMSystem11R1/products/FinancialDataQuality/Share
dComponents directory. The ZIP file contains the following:
StandardReportsOracle1112000Active.xmlFor use with Oracle databases and
the Active Reports viewer
StandardReportsSQLServer1112000Active.xmlFor use with SQL databases
and the Active Reports viewer

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Extract the ZIP file contents before installing standard reports.

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Planning 11.1.2: Installation and Configuration

Appendix A

Integrating with Planning

To install standard reports:


1. Select Start, then Programs, then Oracle EPM System, then Financial Data Quality
Management, then Workbench, and then Workbench client.
The Workbench Configuration dialog box is displayed.
2. Select the Reports tab.
3. Select File, and then Import.
4. Browse to select the standard reports file:
For applications that use SQL Server, select the
StandardReportsSQLServer1112Active.xml file.
For applications that use Oracle, select the StandardReportsOracle1112Active.xml file.
5. Click Open.
The Import dialog box is displayed.
6. On the General tab, select Reports, and click OK.
The imported reports are displayed on the Reports tab.

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7. Select File, and then Exit.

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Appendix A

Integrating with Planning

Copying Standard Templates


You can verify that templates were successfully copied by
viewing them in the Web client.

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Copying Standard Templates

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You copy these files to the Templates folder of your test application.
After you install FDM, the standard templates file FinancialDataManagementTemplates1112.zip is located in the
Oracle_Home/Middleware/EPMSystem11R1/products/FinancialDataQuality/Share
dComponents directory.
Extract the ZIP file into the Application_Name/Outbox/Templates directory before
installing standard templates.
To install standard templates:

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1. In your browser, enter the following URL:


http://<Server Name>/HyperionFDM/

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The Login dialog box is displayed.

Planning 11.1.2: Installation and Configuration

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Integrating with Planning

2. In the Application list, select your test application.


3. In the User Name text box, enter the administrator user name.
4. In the Password text box, enter the password.
5. In the Domain text box, enter the domain.
6. Click Logon.
The Web client is displayed.
7. In the navigation pane, select Tools, and then Templates.
The standard templates are listed.
8. Close your browser.

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Installing the Essbase Adapter


Adapters are displayed on the Integration Adapters tab in
Workbench after you import them.

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Installing the Essbase Adapter

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Adapters are predefined software components that communicate with various source
and target applications. Each adapter is programmed to integrate with a specific source
(SAP or SQL, for example) or target system (Essbase Services, Planning, for example).
In this release, you use the ES11X-G4-G adapter to integrate with Planning and Essbase.
Adapter components:

EXEContains all instructions for FDM to communicate with the specified source
and target applications. Planning uses upsES11XG4G.exe.
XMLContains data relating to the FDM application that is being integrated. It stores
application setup parameters and scripts to call API functions and return the results
from the target application. You use ES11X-G4-G.xml as the XML file for Planning
and Essbase Services.

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Integrating with Planning

You must create a machine profile for each adapter XML component. The machine
profile contains the information to allow FDM to determine the location of the source
and target database servers. The machine profile also stores global logon
information for connecting to the target application.
To install and register the Essbase adapter:
1. Select Start, then Programs, then Oracle EPM System, then Financial Data Quality
Management, then Workbench, and then Workbench client.
The Workbench Configuration dialog box is displayed.
2. Select the Adapters tab.
3. Select File, and then Import.
The Open Import File dialog box is displayed.
4. Browse to the ES11X-G4-G.xml file, select it, and click Open.
5. Select Integration Adapters, and click OK.
6. Select the Options tab, and as preferred, select or clear the following options:
Save existing machine profile

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Remove all report groups before updating reports


Import maps with locations
7. Click OK.

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8. From the Workbench desktop, select File, and then Register Adapter.
9. From the list, select the upsES11XG4G.exe and click Open.
The Essbase adapter is registered with FDM.

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Integrating with Planning

Connecting to Planning

Identifies the target system.


Identifies the application for
the connection.

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Connecting to Planning

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You connect your test application to Planning by configuring the application and
integration settings in the Web client. You specify the following adapter options to
integrate with Planning:
System CodeSelect the application setting used to identify Planning as the target
system.
OptionsSelect the Application Name integration setting to identify the Planning
application that you want to connect to.
Essbase DB NameEnter the name of the database used by the Essbase
application to which you are loading data.

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Logon MethodSpecify whether to use a unified or global logon method.

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For a complete list of adapter options, see the Oracle Hyperion Financial Data Quality
Management, Fusion Edition Adapter for Hyperion Essbase Readme.

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Integrating with Planning

To connect to Planning:
1. In your browser, enter the URL http://<Server Name>/HyperionFDM/.
The Login dialog box is displayed.
2. Log on to the test application that you created.
3. Select Administration, and then Application Settings.
4. In the System Code list, select ES11X-G4-G and click Save.
5. Select Administration, and then Integration Settings.
6. Enter the following information, and click Save.
a. In the Option list, select Application Name.
b. In the App Name text box, enter your application name.
7. In the Option list, select Logon Method.
8. In the Logon Method list, select one of the following options:
Select Unified if you want users to log on to the target application with the user name
and password with which they logged on to FDM.

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Select Global if you want users to log on to the target application with the same
user name and password. Specify the user name and password for the target
application, and select Global Logon Information from the Options list.

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9. Click Save.

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10. Select Activities, and then Map to verify the connection.

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The mapping grid is displayed.


11. Click Add.

A row is added to the grid.

12. Double-click in the Target Account column.

13. In the drop-down menu, select Browse for Target Value.

A list of account members for the Account dimension of the


Comma application is displayed.
14. Click Cancel.

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15. Select File, and then Exit.

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16. Close your browser.

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Appendix A

Integrating with Planning

Working with ERP Integrator

Creating the ERP Integrator master repository


Creating logical schemas

Creating data servers and physical schemas


Creating contexts
Configuring ERP Integrator Work Repository

Creating a physical agent


Importing scenarios
Accessing ERP Integrator in Workspace

Registering an ERP Integrator source system

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Working with ERP Integrator

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To use ERP Integrator, you must:

Have a working copy of Oracle Data Integrator.

Have successfully installed and configured ERP using EPM System Installer and
EPM System Configurator.
Have created the following three schemas for ERP Integrator in your database and
assigned appropriate roles or rights for the users or resources for each schema:
- Master Repository
- Work Repository

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- EPM System

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Integrating with Planning

The following sections discuss these topic items:


Creating the ERP Integrator Master Repository
Creating Logical Schemas
Creating Data Servers and Physical Schemas
Creating Contexts
Configuring ERP Integrator Work Repository
Creating a Physical Agent
Importing Scenarios
Accessing ERP Integrator in Workspace
Registering an ERP Integrator Source System
The source and target schemas used in the following topics are for sample purposes.

Creating the ERP Integrator Master Repository


You create the master repository by using Master Repository Creation Wizard. The
wizard creates the tables and imports the definitions for the different technologies.
To create the ERP Integrator Master Repositor y:

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1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, then Repository
Management, and then Master Repository Creation.

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Master Repository Creation Wizard is displayed.

2. In the Driver field, click the ellipsis (...) button to select the driver from a list.
3. In the Drivers window, select Oracle JDBC Driver from the drop-down list, and click OK.
4. In the URL field, click the ellipsis (...) button to select the URL from a list.
5. In the URL examples window, select jdbc:oracle:thin@<host>:<port>:<sid> from the
drop-down list, and click OK.
6. In the URL string, replace the values for <host>, <port>, and <sid> with the entries
corresponding to the database used for the master repository.
7. In the User and Password fields, enter the master repository user name and
password for the schema that you created, and click Test Connection.

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8. Verify that the connection was made successfully, and click OK.

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Integrating with Planning

9. Click OK.
10. In the ID field, enter an ID for the master repository.
11. From the Technology list, select Oracle, and click OK.
The master repository is created. This process may take several
minutes to finish.
12. Verify that the master repository was created successfully, and click OK to close the
wizard.

Creating Logical Schemas


After defining the master repository, you enter logical schema names for each related
technology type. You must define schemas for AIF_TGT, AIF_FILE, one source (either
PSFT_APPS or EBS_APPS), and one target (either HPL_TGT or HFM_TGT). After
defining the schemas, you can hide unused technologies so that the displayed list is
shorter.
To create logical schemas:

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1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, and then Topology
Manager.

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2. On the login page, enter the user name and password of the ODI administrator and
click OK.

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NOTE: By default, the user name is SUPERVISOR and the password is


SUNOPSIS. The user name and password are case-sensitive.
Topology Manager is displayed.

3. In Topology Manager, select the Logical Architecture tab.


4. Expand Technologies.

5. In the Technologies list, right-click Oracle and select Insert Logical Schema.
6. In the name field, enter EBS_APPS, and click OK.

7. In the Technologies list, right-click Oracle and select Insert Logical Schema.

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8. In the name field, enter PSFT_APPS and click OK.

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9. In the Technologies list, right-click Oracle and select Insert Logical Schema.

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Integrating with Planning

10. In the name field, enter AIF_TGT and click OK.


11. In the Technologies list, right-click File and select Insert Logical Schema.
12. In the name field, enter AIF_FILE and click OK.
13. In the Technologies list, right-click Hyperion Planning and select Insert Logical Schema.
14. In the name field, enter HPL_TGT and click OK.
15. In the Technologies list, right-click Hyperion Financial Management and select Insert
Logical Schema.
16. In the name field, enter HFM_TGT and click OK.
The logical schemas are created.

Creating Data Servers and Physical Schemas


You must associate logical schemas with physical schemas for a specific context. A
physical schema is defined as part of a data server definition. You must define six
mandatory physical schemas. You can enter dummy connection information for any
technology that your organization does not use.

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1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, and then Topology
Manager.

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2. On the login page, enter the user name and password of the ODI administrator and
click OK.

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NOTE: By default, the user name is SUPERVISOR and the password is SUNOPSIS.
The user name and password are case-sensitive.
Topology Manager is displayed.

3. In Topology Manager, select the Physical Architecture tab.


4. Expand Technologies.

5. In the Technologies list, right-click Hyperion Planning and select Insert Data Server.

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The Data Server: New dialog box is displayed.

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Appendix A

Integrating with Planning

6. Perform one of the following actions:


Enter the Planning server name and all necessary connection information. and
click OK.
Enter the Planning RMI Server name and port in <server>:<port> format, and
click OK.
7. Click OK.

Creating Contexts
Contexts bring together components of the physical architecture of the information
system and components of the ODI logical architecture (the architecture on which the
user works). You must create a context for the six mandatory logical schemas.
To create contexts:
1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, and then Topology
Manager.
2. On the login screen, enter the user name and password of the ODI administrator, and
click OK.

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NOTE: By default, the user name is SUPERVISOR and the password is


SUNOPSIS. The user name and password are case-sensitive.

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Topology Manager is displayed.

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3. In Topology Manager, select the Contexts tab.

4. Right-click anywhere on the Context tab, and select Insert Context.


The Context:New dialog box is displayed.
5. Enter the context name and code.
6. Leave the password blank.

NOTE: This context is referenced when setting up each source system in


ERP Integrator.

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7. Relate the physical schemas to the logical schemas for each context on the Context
tab, Physical Architecture tab, or Logical Architecture tab. In all cases, assign a
physical schema to a logical schema for a selected context.

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Integrating with Planning

Configuring the ERP Integrator Work Repository


The work repository contains information about your data models and projects. You
create a work repository with ODI Topology Manager.
To configure the ERP Integrator Work Repositor y:
1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, and then Topology
Manager.
2. On the login screen, enter the user name and password of the ODI administrator and
click OK.
NOTE: By default, the user name is SUPERVISOR and the password is
SUNOPSIS. The user name and password are case-sensitive.
Topology Manager is displayed.
3. In Topology Manager, select the Repositories tab.

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4. Right-click Work Repositories, and select Insert Work Repository.

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5. Define the connection information, and test the connection to make sure all
information entered is correct. When finished, click OK.

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6. Enter the name for the work repository connection and the following information:
ID: A typical installation uses the ID10 for the master repository, and the ID20
for the work repository. Enter 20 for the ID.

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Type: Select Execution.

Name: Enter the work repository name. The name is displayed in the list of work
repositories and is also referenced in the source system setup in ERP Integrator.
7. Click OK.

Creating a Physical Agent

The ODI agent is a Java application that can be placed as a listener on a TCP/IP port to
handle the communication between the ERP Integrator components and the ODI
components.

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Appendix A

Integrating with Planning

To create a physical agent:


1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, and then Topology
Manager.
2. On the login screen, enter the user name and password of the ODI administrator and
click OK.
NOTE: By default, the user name is SUPERVISOR and the password is
SUNOPSIS. The user name and password are case-sensitive.
Topology Manager is displayed.
3. In Topology Manager, select the Physical Architecture tab.
4. Right-click Agents, and select Insert Agent.
The Agent:New dialog box is displayed.
5. Enter the server name, host, and port.

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NOTE: This information is required when you set up the source system in
ERP Integrator.

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6. Click OK.

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The agent is created.

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Importing Scenarios

ODI modules are shipped as a set of compiled components, called scenarios. When you
install ERP Integrator, scenarios are automatically installed in
MIDDLEWARE_HOME\EPMSystem11R1\products\FinancialDataQuality\odi\scenario
s. As part of the configuration process, you must import these scenarios into ODI.
To import scenarios:

1. Select Start, then Programs, then Oracle, then Oracle Data Integrator, and then Operator.

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2. On the login screen, enter the user name and password of the ODI administrator and
click OK.

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NOTE: By default, the user name is SUPERVISOR and the password is


SUNOPSIS. The user name and password are case-sensitive.
ODI Operator is displayed.
3. Select File, then Import, and then Import Scenario.
4. Select the import type: Synonym Mode Insert_Update.
5. Select the file import directory:
MIDDLEWARE_HOME\EPMSystem11R1\products\FinancialDataQuality\odi\scenarios.
6. Select the files to import, and click OK.

Accessing ERP Integrator in Workspace


You must redeploy the Workspace Web service before you can access ERP Integrator
through Workspace.

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To access ERP Integrator in Workspace:

1. Ensure that services for Shared Services, Workspace, Performance Management


Architect, and ERP Integrator are started.

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2. Depending on your integration with ERP Integrator, start the services for the
following:

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Financial Management

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Planning and Planning RMI Server


FDM

Essbase (required for Planning) and Essbase Administration Services


3. In your Web browser, access ERP Integrator through Workspace by entering the
following URL:
http://Web_Server:port/workspace/

4. Enter your user name and password, and click Log On.

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5. Select Navigate, then Administer, and then ERP Integrator.

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Integrating with Planning

Registering an ERP Integrator Source System


You can use ERP Integrator to extract data and metadata from multiple general ledger
instances. ERP Integrator supports E-Business Suite and PeopleSoft system types.
To register an ERP Integrator Source System:
1. Log on to Workspace.
2. Select Navigate, then Administer, and then ERP Integrator.
3. In ERP Integrator, select Administration, then Source System Registration.
4. Click Add Source System.
5. In Source System Details, perform the following actions:
a. In the Name field, enter the source system name.
b. In the Type drop-down box, select a source type.
6. In ODI Details, perform the following actions:
a. In the Agent Host field, enter the name of the ODI agent.
b. In the Agent Port field, enter the TCP/IP port for the ODI agent.

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c. In the Context Code field, enter the name of the Context you created.
d. In the JDBC Driver field, enter the driver code.
e. In the JDBL URL field, enter the driver URL code.

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f. In the Log Level field, enter the level of detail that you want to capture in the logs,
with 0 being the least detailed and 5 being the most detailed.
g. In the User field, enter the database schema user name for the ODI master
repository.
h. In the Password field, enter the database schema password for the ODI master
repository.
i. In the Repository code field, enter the work repository name.
7. Click Save.

8. Select the source system that you created, and click Initialize.

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If the initialization is successful, the system provides a Process


ID. If the initialization is not successful, the system returns an
error.

9. Verify that a Process ID is displayed.

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Integrating with Planning

Summary
In this lesson, you should have learned to:
List integration options
Describe Outline Load Utility, Oracle Data Integrator, Data Integration
Management, FDM, and Enterprise Resource Planning Integrato
Install FDM and ERP Integrator
Configure FDM and ERP Integrator
Create applications in FDM

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Work with ERP Integrator

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Appendix A

Integrating with Planning

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Planning 11.1.2: Installation and Configuration

A P P E N D I X

Working with the Performance


Management Architect File Generator

Objectives
At the end of this lesson, you should be able to:
Describe Performance Management Architect File Generator
Create an import file from Planning applications
Create an import file from Performance Management Architect
applications
Create an import file from Microsoft Excel files

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Appendix B

Working with the Performance Management Architect File Generator

Performance Management Architect


File Generator Overview
You can create import files from the following sources:
Financial Management applications and files

Planning applications
Performance Management applications
Microsoft Excel files

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Performance Management Architect File Generator Overview

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Performance Management Architect File Generator is a utility that enables you to create
import files from the following sources:
Existing Financial Management files such as PER, SEC and XML metadata files.
NOTE: Only Financial Management XML format metadata files are supported. The
APP format is not directly supported, but users can extract metadata from the
system in the XML format to use the converter.
Existing Financial Management applications, Release 11.1.1 or later

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Existing Planning applications, Release 11.1.1 or later

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Existing Performance Management Architect applications (Consolidation, Planning,


and Generic types), Release 11.1.1 or later
Microsoft Excel files

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Planning 11.1.2: Installation and Configuration

Appendix B

Working with the Performance Management Architect File Generator

The File Generator utility reads these source files and generates an import file in ADS
format, which can then be imported into Performance Management Architect. This can
be helpful if you have a classic application that you want to migrate to Performance
Management Architect without performing an application upgrade.
In the utility, you can click Help to access the File Generator User's Guide.

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Planning 11.1.2: Installation and Configuration

B-3

Appendix B

Working with the Performance Management Architect File Generator

Creating an Import File from Planning


Applications

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Creating an Import File from Planning Applications

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You can create an import file from an existing Planning application.


To create an import file from a Planning application:
1. Select Start, then Programs, then Oracle EPM System, then Foundation Services, then
Performance Management Architect, and then Start EPMA File Generator.
2. Select the From Planning Application tab.
3. Enter the following information:

User Name: The name of the application owner or Planning administrator.

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Password: The password for this user.

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Workspace URL: The URL of the Workspace Web application; for example,
http://<servername>:19000:/workspace.

Planning Web URL: The URL of the Planning Web server; for example,
http://<servername>:8300/HyperionPlanning.

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Planning 11.1.2: Installation and Configuration

Appendix B

Working with the Performance Management Architect File Generator

Planning Application: The application for which you want to create the import file.
Application Server: The server on which this application is stored.
EPMA Import File: Specify the name or browse for an existing file to overwrite.
4. Optional: Click View to view the import file in a text editor.
5. Optional: Enter a prefix for the dimensions.
6. Optional: Click Save Metadata file.
When Performance Management Architect imports an application,
it is imported as an XML file (metadata.xml). Performance
Management Architect runs the transformation and creates an
ADS file from the metadata.xml file. Typically, this file is used for
troubleshooting purposes. Oracle recommends that you do not
select this option for extremely large applications.
7. Click Execute.
The import file is created.

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Planning 11.1.2: Installation and Configuration

B-5

Appendix B

Working with the Performance Management Architect File Generator

Creating an Import File from Performance


Management Architect Applications

You can extract the entire Shared Library by entering Master as the
application name.
Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Creating an Import File from Performance Management


Architect Applications

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You can create an import file from Consolidation (Financial Management), Planning, and
Generic application types. This can be useful for transferring Performance Management
Architect applications from one environment to another (for example, from a
development environment to a testing environment) without using Lifecycle
Management.
To create an import file from a Performance Management Architect
application:
1. Select Start, then Programs, then Oracle EPM System, then Foundation Services, then
Performance Management Architect, and then Start EPMA File Generator.

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2. Select the From EPMA Application tab.

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3. Enter the following information:


User Name: The name of the application owner or Performance Management
Architect administrator.
Password: The password for this user.
EPMA Web Services URL: The URL of the Performance Management Architect
Web server; for example, http://<servername>/hyperion-bpma-server.
EPMA Application: The application for which you want to create the import file.
TIP: You can extract the entire Shared Library by entering Master in this
field.
EPMA Import File: Specify the name or browse for an existing file to overwrite.
4. Optional: Click View to view the import file in a text editor.
5. Optional: Enter a prefix for the dimensions.

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6. Optional: Click Save Metadata file.

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When Performance Management Architect imports an application,


it is imported as an XML file (metadata.xml). Performance
Management Architect runs the transformation and creates an
ADS file from the metadata.xml file. Typically, this file is used for
troubleshooting purposes. Oracle recommends that you do not
select this option for extremely large applications.
7. Click Execute.

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The import file is created.

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Creating an Import File from Microsoft Excel Files

Enter the name of the Excel file and then click Execute to launch Excel and
create or edit dimensions and members.
Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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Creating an Import File from Microsoft Excel Files

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You can create an import file from a Microsoft Excel file. In the Excel file, you can create
new dimensions and edit dimension and member properties. You can also define aliases
and dimension hierarchies, and set dimension associations in the Excel file.
You must enter languages in the Alias sheet before creating dimensions in the workbook
because the utility automatically creates extra columns in the dimension sheet. This way,
you can enter the aliases for members in the same row. If you add languages after
creating dimensions, you must manually add extra columns for member aliases.

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To generate an *.ads file with aliases perform the following tasks:


1. For each dimension sheet, change the Alias column header from "Alias" to "Default"
(do not include quotation marks).
2. Modify any additional aliases at the end of the columns by adding new ones in the
format Alias=English, Alias=French (each in a separate column).
It is important that all aliases are referenced in the Alias sheet.
3. After entering the members for each dimension and association, use File Generator
to generate the *.ads flat file.
4. In the generated *.ads flat file, verify that all aliases are represented as entered in the
Excel worksheet.
To create an import file from a Microsoft Excel file:
1. Select Start, then Programs, then Oracle EPM System, then Foundation Services, then
Performance Management Architect, and then Start EPMA File Generator.
2. Select the From EXCEL File tab.

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3. Enter the path and file name of the Excel file that you want to create.

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4. Optional: Click Save Metadata file.

When Performance Management Architect imports an application,


it is imported as an XML file (metadata.xml). Performance
Management Architect runs the transformation and creates an
ADS file from the metadata.xml file. Typically, this file is used for
troubleshooting purposes. Oracle recommends that you do not
select this option for extremely large applications.

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5. Click Execute to launch Excel and open the file.

NOTE: You must enable macros when you open the file.
The Excel workbook is created with two existing sheets: Alias and
Dimension Association. For each workbook, there can be only
one sheet for Alias and one sheet for Dimension Association.

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6. On the Alias sheet, enter the language alias to be used.


7. Select EPMA Utilities, and then Manage Dimensions.

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TIP: In Excel 2007, you may need to click Add-Ins to access EPMA Utilities.
8. Select one or more application types for which you want to create dimensions.
Selecting the application type determines what member
properties are displayed in the columns of the dimension sheet. If
you select Consolidation, only member properties from the
consolidation category are displayed. If you select all application
types, all member properties from all categories are displayed.
9. Select the dimensions that you want to create.
10. Click Create.
For each dimension that you create, a sheet is added to the Excel
workbook. For each dimension sheet, column headers in Row 1 of
the sheet are dimension properties. Column headers in Row 4 of
the sheet are member properties.
11. Enter dimension members and member properties for each dimension. Enter
dimension members in the parent and name columns. For the top-level member of a
dimension, enter #root in the parent column.

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12. Select EPMA Utilities, and then Dimension Association.

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13. In the Target Dimension column, select the cell and, from the drop-down list, select
the dimension.

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14. Select EPMA Utilities, and then Generate Flat File.

15. Select the type of file delimiter to use in the file.


16. Click Generate Flat File.

17. Click Save Flat File to save the file in ADS format.
To delete dimensions:

1. Select the dimension worksheet.

2. select EPMA Utilities, and then Delete Dimension


3. Select the dimension that you want to delete.

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4. Click Delete.

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Summary
In this lesson, you should have learned to:
Describe Performance Management Architect File Generator
Create an import file from Planning applications
Create an import file from Performance Management Architect
applications
Create an import file from Microsoft Excel files

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